Donnelley Financial Solutions, Inc. - DFIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 3,946,100 | 184,243 | 0.0% | 0.0% | 1 | -61,337 | -1.53% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,830,788 | 85,479 | 0.0% | 0.0% | 2 | -36,445 | -1.95% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,238,943 | 57,846 | 0.1% | 0.13% | 3 | +1,637 | 0.13% | Q4 2025 | Feb 05, 2026 |
| STATE STREET CORP | History | Reduced | 1,205,383 | 56,279 | 0.0% | 0.0% | 4 | -11,840 | -0.97% | Q4 2025 | Feb 13, 2026 |
| Simcoe Capital Management, LLC | History | Reduced | 1,049,790 | 49,014 | 8.77% | 8.85% | 5 | -137,400 | -11.57% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,047,536 | 48,909 | 0.0% | 0.0% | 6 | -254,162 | -19.53% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | Added to | 879,600 | 41,068 | 0.24% | 0.13% | 7 | +529,600 | 151.31% | Q4 2025 | Feb 19, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 859,565 | 40,133 | 0.22% | 0.23% | 8 | -4,064 | -0.47% | Q4 2025 | Feb 10, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 778,301 | 36,338 | 0.3% | 0.27% | 9 | +52,787 | 7.28% | Q4 2025 | Feb 17, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 765,939 | 35,761 | 1.97% | 2.13% | 10 | +6,871 | 0.91% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 696,686 | 32,529 | 0.01% | 0.01% | 11 | -3,217 | -0.46% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 609,652 | 28,470 | 0.0% | 0.0% | 12 | -20,756 | -3.29% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 590,136 | 27,553 | 0.28% | 0.22% | 13 | +156,059 | 35.95% | Q4 2025 | Feb 09, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 572,273 | 26,719 | 0.28% | 0.27% | 14 | -5,082 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Boston Trust Walden Corp | History | Reduced | 519,908 | 24,274 | 0.18% | 0.28% | 15 | -214,013 | -29.16% | Q4 2025 | Jan 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 518,833 | 24,224 | 0.07% | 0.06% | 16 | +40,968 | 8.57% | Q4 2025 | Feb 09, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 492,481 | 22,993 | 1.21% | 1.58% | 17 | -218,885 | -30.77% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 485,156 | 22,651 | 0.01% | 0.01% | 18 | -54,491 | -10.1% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 417,890 | 19,511 | 0.0% | 0.0% | 19 | -75,725 | -15.34% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 391,920 | 18,298 | 0.0% | 0.0% | 20 | +27 | 0.01% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 366,378 | 17,106 | 0.0% | 0.0% | 21 | +8,078 | 2.25% | Q4 2025 | Feb 11, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 293,764 | 13,715 | 0.02% | 0.02% | 22 | +22,093 | 8.13% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 290,414 | 13,559 | 0.05% | 0.04% | 23 | +57,066 | 24.46% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 245,674 | 11,471 | 0.04% | 0.05% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Access Investment Management LLC | History | No change | 219,645 | 11,296 | 3.04% | 3.04% | 25 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 199,366 | 9,308 | 0.0% | 0.0% | 26 | +61,886 | 45.01% | Q4 2025 | Mar 25, 2026 |
| WINMILL & CO. INC | History | Reduced | 195,859 | 9,144 | 2.44% | 3.03% | 27 | -47,141 | -19.4% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | Reduced | 191,663 | 8,948 | 0.01% | 0.03% | 28 | -138,532 | -41.95% | Q4 2025 | Jan 16, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 172,959 | 8,075 | 0.0% | 0.0% | 29 | +60,516 | 53.82% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 162,648 | 7,594 | 0.0% | 0.0% | 30 | -8,730 | -5.09% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 151,828 | 7,088 | 0.0% | 0.0% | 31 | -13,029 | -7.9% | Q4 2025 | Feb 10, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 136,182 | 6,357 | 0.24% | 0.28% | 32 | -13,230 | -8.85% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 134,365 | 6,273 | 0.0% | 0.0% | 33 | +87,730 | 188.12% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 126,713 | 5,916 | 0.0% | 0.0% | 34 | -6,125 | -4.61% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 109,489 | 5,112 | 0.0% | 0.0% | 35 | +20,882 | 23.57% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 102,969 | 4,807 | 0.01% | 0.02% | 36 | -19,972 | -16.25% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 91,851 | 4,288 | 0.01% | 0.02% | 37 | -15,437 | -14.39% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 91,370 | 4,266 | 0.0% | 0.0% | 38 | +83,633 | 1080.95% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 86,739 | 4,049 | 0.0% | 0.0% | 39 | -317,603 | -78.55% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Reduced | 83,852 | 3,915 | 0.0% | 0.0% | 40 | -1,893 | -2.21% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 81,019 | 3,782 | 0.0% | 0.0% | 41 | +21,955 | 37.17% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 75,998 | 3,548 | 0.0% | 0.0% | 42 | +1,543 | 2.07% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 73,182 | 3,416 | 0.0% | 0.0% | 43 | -6,334 | -7.97% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 72,528 | 3,386 | 0.01% | 0.01% | 44 | +17,534 | 31.88% | Q4 2025 | Feb 09, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 71,093 | 3,319 | 0.37% | 0.0% | 45 | +12,679 | 21.71% | Q4 2025 | Feb 05, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 68,494 | 3,197 | 0.49% | 0.54% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 68,213 | 3,184 | 0.0% | 0.0% | 47 | -3,058 | -4.29% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 65,225 | 3,045 | 0.01% | 0.01% | 48 | -46 | -0.07% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 62,934 | 2,938 | 0.0% | — | 49 | +62,934 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 61,600 | 2,876 | 0.0% | 0.0% | 50 | +3,251 | 5.57% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 59,924 | 2,797 | 0.0% | 0.01% | 51 | -8,347 | -12.23% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 61,293 | 2,796 | 0.0% | 0.01% | 52 | -17,341 | -22.05% | Q4 2025 | Jan 15, 2026 |
| Bridge City Capital, LLC | History | Reduced | 57,333 | 2,676 | 0.79% | 0.88% | 53 | -7,024 | -10.91% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 56,730 | 2,648 | 0.0% | 0.01% | 54 | -97,116 | -63.13% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 53,758 | 2,510 | 0.01% | 0.01% | 55 | -2,350 | -4.19% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 52,729 | 2,461 | 0.0% | 0.0% | 56 | -13,774 | -20.71% | Q4 2025 | Feb 09, 2026 |
| Swiss National Bank | History | Added to | 51,600 | 2,409 | 0.0% | 0.0% | 57 | +700 | 1.38% | Q4 2025 | Feb 12, 2026 |
| Villanova Investment Management Co LLC | History | New | 50,625 | 2,363 | 1.67% | — | 58 | +50,625 | New | Q4 2025 | Feb 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 50,499 | 2,358 | 0.18% | 0.16% | 59 | +10,355 | 25.79% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 50,147 | 2,341 | 0.0% | 0.01% | 60 | +800 | 1.62% | Q4 2025 | Jan 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 49,365 | 2,304 | 0.0% | 0.0% | 61 | -13,002 | -20.85% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 48,432 | 2,261 | 0.0% | 0.0% | 62 | -6,076 | -11.15% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 46,510 | 2,171 | 0.0% | 0.0% | 63 | +15,011 | 47.66% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,116 | 2,153 | 0.0% | 0.0% | 64 | +9,797 | 26.97% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 44,395 | 2,072 | 0.06% | 0.07% | 65 | -3,093 | -6.51% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,933 | 2,051 | 0.0% | 0.0% | 66 | -4,644 | -9.56% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Added to | 39,858 | 1,860 | 0.0% | 0.0% | 67 | +1,882 | 4.96% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 39,400 | 1,839 | 0.0% | 0.01% | 68 | -73,000 | -64.95% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 37,886 | 1,768 | 0.01% | — | 69 | +37,886 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 36,829 | 1,720 | 0.0% | 0.0% | 70 | -356,851 | -90.64% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 34,932 | 1,630 | 0.0% | 0.0% | 71 | -1,565 | -4.29% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 34,091 | 1,591 | 0.0% | 0.0% | 72 | +1,235 | 3.76% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 32,186 | 1,502 | 0.04% | 0.04% | 73 | +18,950 | 143.17% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,264 | 1,366 | 0.0% | 0.0% | 74 | +11,136 | 61.43% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 28,980 | 1,353 | 0.29% | 0.27% | 75 | +10,244 | 54.68% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 27,847 | 1,300 | 0.02% | 0.02% | 76 | -268 | -0.95% | Q4 2025 | Jan 14, 2026 |
| Legato Capital Management LLC | History | Added to | 26,785 | 1,250 | 0.11% | 0.13% | 77 | +3,400 | 14.54% | Q4 2025 | Feb 06, 2026 |
| Numerai GP LLC | History | Added to | 26,625 | 1,243 | 0.15% | 0.09% | 78 | +14,662 | 122.56% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 26,407 | 1,232 | 0.0% | 0.0% | 79 | +5,359 | 25.46% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,112 | 1,219 | 0.0% | 0.0% | 80 | +2,360 | 9.94% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 25,865 | 1,207 | 0.0% | 0.0% | 81 | +12,242 | 89.86% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,339 | 1,183 | 0.0% | 0.0% | 82 | -89 | -0.35% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 24,093 | 1,124 | 0.0% | — | 83 | +24,093 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,317 | 1,041 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 22,184 | 1,034 | 0.01% | 0.01% | 85 | +7,104 | 47.11% | Q4 2025 | Jan 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 22,151 | 1,033 | 0.0% | 0.0% | 86 | -10,594 | -32.35% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,479 | 1,002 | 0.0% | 0.0% | 87 | +10,757 | 100.33% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 20,699 | 966 | 0.0% | 0.0% | 88 | -103 | -0.5% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 20,596 | 961 | 0.0% | 0.0% | 89 | -63 | -0.3% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 20,281 | 946 | 0.0% | 0.0% | 90 | -1,743 | -7.91% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | Added to | 20,201 | 943 | 0.0% | 0.0% | 91 | +9,569 | 90.0% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 19,556 | 913 | 0.0% | 0.0% | 92 | +1,300 | 7.12% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 18,120 | 846 | 0.0% | 0.0% | 93 | +5,651 | 45.32% | Q4 2025 | Jan 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 17,362 | 810 | 0.09% | 0.1% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 17,293 | 807 | 0.0% | 0.01% | 95 | -2,207 | -11.32% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 16,968 | 792 | 0.01% | — | 96 | +16,968 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 16,498 | 770 | 0.04% | — | 97 | +16,498 | New | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 16,115 | 752 | 0.01% | 0.01% | 98 | +2,133 | 15.26% | Q4 2025 | Feb 11, 2026 |
| Laurion Capital Management LP | History | New | 15,631 | 729 | 0.03% | — | 99 | +15,631 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,869 | 694 | 0.0% | 0.0% | 100 | +849 | 6.06% | Q4 2025 | Feb 18, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,605 | 681 | 0.0% | 0.0% | 101 | -1,512 | -9.38% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 12,340 | 638 | 0.0% | 0.0% | 102 | +6,165 | 99.84% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 13,374 | 624 | 0.0% | 0.0% | 103 | -1,440 | -9.72% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,777 | 596 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 569 | 0.01% | 0.01% | 105 | -400 | -3.17% | Q4 2025 | Jan 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,866 | 554 | 0.0% | 0.01% | 106 | -2,160 | -15.4% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 11,828 | 552 | 0.0% | 0.0% | 107 | -541 | -4.37% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 11,737 | 548 | 0.0% | — | 108 | +11,737 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11,712 | 546 | 0.0% | 0.03% | 110 | -273,606 | -95.9% | Q4 2025 | Mar 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,712 | 546 | 0.0% | — | 109 | +11,712 | New | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 11,617 | 542 | 0.01% | 0.03% | 111 | -14,902 | -56.19% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 11,000 | 513 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 10,300 | 480 | 0.01% | 0.01% | 113 | -210 | -2.0% | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 9,817 | 468 | 0.01% | 0.01% | 114 | -184 | -1.84% | Q4 2025 | Jan 08, 2026 |
| Inspire Investing, LLC | History | Added to | 10,017 | 467 | 0.04% | 0.04% | 115 | +1,171 | 13.24% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,947 | 464 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 9,702 | 452 | 0.01% | — | 117 | +9,702 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 9,234 | 431 | 0.0% | 0.0% | 118 | -446 | -4.61% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 8,910 | 416 | 0.0% | 0.0% | 119 | -2,121 | -19.23% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 8,718 | 407 | 0.02% | 0.02% | 120 | +3,228 | 58.8% | Q4 2025 | Feb 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 8,688 | 405 | 0.02% | — | 121 | +8,688 | New | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Reduced | 8,556 | 399 | 0.0% | 0.01% | 122 | -7,550 | -46.88% | Q4 2025 | Feb 17, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 8,255 | 385 | 0.01% | 0.01% | 123 | -651 | -7.31% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,135 | 379 | 0.0% | 0.0% | 125 | -1,265 | -15.06% | Q4 2025 | Jan 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 8,120 | 379 | 0.01% | 0.01% | 124 | +220 | 2.78% | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,825 | 365 | 0.0% | 0.0% | 126 | +232 | 3.06% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,792 | 364 | 0.0% | — | 127 | +7,792 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,682 | 359 | 0.0% | 0.0% | 128 | -310 | -3.88% | Q4 2025 | Feb 05, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 7,558 | 352 | 0.0% | 0.0% | 129 | +662 | 9.6% | Q4 2025 | Jan 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,362 | 343 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 7,310 | 341 | 0.0% | 0.0% | 131 | -460 | -5.92% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,263 | 339 | 0.0% | 0.0% | 132 | -94,239 | -92.84% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 7,093 | 331 | 0.01% | 0.02% | 133 | -8,466 | -54.41% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,079 | 330 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 6,805 | 317 | 0.0% | 0.0% | 135 | -424 | -5.87% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,570 | 306 | 0.0% | 0.0% | 136 | -432 | -6.17% | Q4 2025 | Feb 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,300 | 294 | 0.0% | — | 137 | +6,300 | New | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,091 | 284 | 0.0% | 0.0% | 138 | -102 | -1.65% | Q4 2025 | Feb 04, 2026 |
| TWINBEECH CAPITAL LP | History | New | 6,000 | 280 | 0.02% | — | 139 | +6,000 | New | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 5,929 | 276 | 0.0% | — | 140 | +5,929 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 5,882 | 274 | 0.0% | 0.01% | 141 | -1,808 | -23.51% | Q4 2025 | Feb 03, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 5,800 | 270 | 0.0% | — | 142 | +5,800 | New | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,563 | 259 | 0.0% | 0.0% | 143 | -926 | -14.27% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,505 | 257 | 0.0% | 0.0% | 144 | +312 | 6.01% | Q4 2025 | Jan 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,400 | 252 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lido Advisors, LLC | History | Added to | 4,857 | 243 | 0.0% | 0.0% | 146 | +231 | 4.99% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,982 | 232 | 0.0% | 0.0% | 147 | -49 | -0.97% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 4,878 | 230 | 0.0% | 0.0% | 148 | -5,405 | -52.56% | Q4 2025 | Feb 18, 2026 |
| ALGERT GLOBAL LLC | History | New | 4,850 | 226 | 0.0% | — | 149 | +4,850 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,753 | 221 | 0.0% | 0.0% | 150 | -178 | -3.61% | Q4 2025 | Feb 12, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 4,501 | 210 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 4,379 | 207 | 0.0% | 0.0% | 152 | -265 | -5.71% | Q4 2025 | Jan 23, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,318 | 201 | 0.0% | — | 153 | +4,318 | New | Q4 2025 | Feb 04, 2026 |
| NATIXIS | History | New | 3,900 | 182 | 0.0% | — | 154 | +3,900 | New | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 3,700 | 173 | 0.0% | 0.0% | 155 | +2,000 | 117.65% | Q4 2025 | Feb 06, 2026 |
| Vestcor Inc | History | No change | 3,105 | 145 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,106 | 129 | 0.0% | 0.0% | 157 | +1,138 | 117.56% | Q4 2025 | Jan 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,224 | 103 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,703 | 79 | 0.0% | 0.0% | 159 | -2,750 | -61.76% | Q4 2025 | Feb 12, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 1,500 | 70 | 0.0% | — | 160 | +1,500 | New | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,381 | 64 | 0.0% | 0.0% | 161 | -272 | -16.45% | Q4 2025 | Feb 09, 2026 |
| North Star Investment Management Corp. | History | No change | 1,358 | 63 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| State of Wyoming | History | Reduced | 1,335 | 62 | 0.01% | 0.04% | 163 | -5,978 | -81.74% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,200 | 56 | 0.01% | 0.01% | 164 | -328 | -21.47% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,123 | 53 | 0.0% | 0.0% | 165 | +22 | 2.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 988 | 46 | 0.0% | 0.0% | 166 | -15 | -1.5% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 969 | 45 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 802 | 37 | 0.0% | — | 168 | +802 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 708 | 33 | 0.0% | 0.0% | 169 | -41 | -5.47% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 700 | 32 | 0.0% | — | 170 | +700 | New | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 539 | 25 | 0.0% | 0.0% | 171 | -20 | -3.58% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 504 | 23 | 0.0% | 0.0% | 172 | -141 | -21.86% | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 472 | 22 | 0.0% | 0.0% | 173 | +148 | 45.68% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 466 | 21 | 0.0% | 0.0% | 174 | -1,010 | -68.43% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 428 | 19 | 0.0% | 0.0% | 175 | -68 | -13.71% | Q4 2025 | Jan 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 385 | 17 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | No change | 350 | 16 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McMillan Office, Inc. | History | New | 325 | 15 | 0.0% | — | 179 | +325 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 337 | 15 | 0.0% | 0.0% | 178 | -93 | -21.63% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 307 | 14 | 0.0% | 0.0% | 180 | -35 | -10.23% | Q4 2025 | Jan 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 296 | 13 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 265 | 12 | 0.0% | 0.0% | 182 | -124 | -31.88% | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | New | 185 | 10 | 0.0% | — | 184 | +185 | New | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Added to | 234 | 10 | 0.0% | 0.0% | 183 | +8 | 3.54% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | No change | 221 | 10 | 0.0% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 202 | 9 | 0.0% | 0.0% | 186 | +18 | 9.78% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 210 | 9 | 0.0% | 0.0% | 187 | +4 | 1.94% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 184 | 8 | 0.0% | 0.0% | 189 | -1,615 | -89.77% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 180 | 8 | 0.0% | 0.0% | 190 | -12 | -6.25% | Q4 2025 | Jan 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 183 | 8 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 159 | 7 | 0.0% | — | 192 | +159 | New | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 156 | 7 | 0.0% | 0.0% | 191 | -62 | -28.44% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 170 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 145 | 6 | 0.0% | 0.0% | 196 | -170 | -53.97% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Reduced | 133 | 6 | 0.0% | 0.0% | 195 | -1 | -0.75% | Q4 2025 | Feb 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 140 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 103 | 5 | 0.0% | 0.0% | 198 | +50 | 94.34% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 125 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 92 | 4 | 0.0% | — | 200 | +92 | New | Q4 2025 | Feb 05, 2026 |
| Pacer Advisors, Inc. | History | Added to | 100 | 4 | 0.0% | 0.0% | 201 | +10 | 11.11% | Q4 2025 | Feb 24, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 88 | 4 | 0.0% | 0.0% | 199 | -5 | -5.38% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 101 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 80 | 3 | 0.0% | 0.0% | 205 | +25 | 45.45% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 84 | 3 | 0.0% | 0.0% | 206 | +1 | 1.2% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 83 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 76 | 3 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 56 | 2 | 0.0% | — | 210 | +55 | 5500.0% | Q4 2025 | Mar 03, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 59 | 2 | 0.0% | — | 211 | +49 | 490.0% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 61 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Torren Management, LLC | History | New | 37 | 1 | 0.0% | — | 218 | +37 | New | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 24 | 1 | 0.0% | — | 212 | +24 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | New | 24 | 1 | 0.0% | — | 216 | +24 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 215 | -8 | -25.81% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 28 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 40 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ophir Asset Management Pty Ltd | History | Closed out | 0 | 0 | — | 3.38% | — | -532,816 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -65,884 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,856 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,015 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -12,072 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -8,655 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,675 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,733 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,692 | -100.0% | Q3 2025 | Feb 24, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -4,504 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,416 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,300 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,060 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,985 | -100.0% | Q3 2025 | Nov 18, 2025 |
| O'Keefe Stevens Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,970 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -3,953 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,535 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,775 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -603 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 17, 2025 |
| OPTIMA CAPITAL LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ankerstar Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Founders Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |