DIGI INTERNATIONAL INC - DGII
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 37 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,799,719 | 251,069 | 0.0% | 0.0% | 1 | +47,501 | 0.83% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,383,151 | 146,456 | 0.0% | 0.0% | 2 | +33,656 | 1.0% | Q4 2025 | Jan 29, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 2,955,793 | 127,956 | 2.15% | 2.0% | 3 | -459,941 | -13.47% | Q4 2025 | Feb 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,911,153 | 82,736 | 0.02% | 0.02% | 4 | -47,580 | -2.43% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 1,879,640 | 81,369 | 0.0% | 0.0% | 5 | -45,997 | -2.39% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,852,024 | 80,174 | 0.34% | 0.3% | 6 | -59,474 | -3.11% | Q4 2025 | Feb 12, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 1,543,335 | 66,810 | 1.26% | 1.08% | 7 | -180,665 | -10.48% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,423,286 | 61,614 | 0.0% | 0.0% | 8 | -1,754 | -0.12% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,399,116 | 60,567 | 0.0% | 0.0% | 9 | -37,906 | -2.64% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 965,654 | 41,809 | 0.0% | 0.0% | 10 | -2,365 | -0.24% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 926,699 | 40,116 | 0.41% | 0.36% | 11 | -54,548 | -5.56% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 699,908 | 30,299 | 0.0% | 0.0% | 12 | +81,506 | 13.18% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 649,624 | 28,122 | 0.04% | 0.03% | 13 | -3,547 | -0.54% | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 522,905 | 22,636 | 0.01% | — | 14 | +522,905 | New | Q4 2025 | Jan 22, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 482,914 | 20,905 | 1.28% | 1.08% | 15 | -34,436 | -6.66% | Q4 2025 | Feb 11, 2026 |
| WASATCH ADVISORS LP | History | New | 481,929 | 20,862 | 0.12% | — | 16 | +481,929 | New | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 461,206 | 19,965 | 0.0% | 0.0% | 17 | -23,974 | -4.94% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 446,128 | 19,312 | 0.0% | 0.0% | 18 | -32,295 | -6.75% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 417,860 | 18,089 | 0.0% | 0.0% | 19 | +14,855 | 3.69% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 373,771 | 16,180 | 0.0% | 0.0% | 20 | +37,719 | 11.22% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 361,502 | 15,649 | 0.02% | 0.02% | 21 | -54,252 | -13.05% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 350,663 | 15,180 | 0.0% | 0.0% | 22 | -675 | -0.19% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 345,827 | 14,970 | 0.0% | 0.0% | 23 | +31,140 | 9.9% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 315,933 | 13,676 | 0.0% | 0.0% | 24 | -20,115 | -5.99% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 297,758 | 12,890 | 0.0% | — | 25 | +297,758 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 263,409 | 11,402 | 0.0% | 0.0% | 26 | -11,950 | -4.34% | Q4 2025 | Mar 25, 2026 |
| COMERICA BANK | History | Reduced | 256,364 | 11,097 | 0.04% | 0.04% | 27 | -21,869 | -7.86% | Q4 2025 | Jan 29, 2026 |
| Portolan Capital Management, LLC | History | New | 237,550 | 10,283 | 0.55% | — | 28 | +237,550 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 233,943 | 10,127 | 0.0% | 0.0% | 29 | -8,701 | -3.59% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 212,801 | 9,212 | 0.0% | 0.0% | 30 | +9,821 | 4.84% | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 206,656 | 8,946 | 0.01% | 0.01% | 31 | +79,574 | 62.62% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 205,387 | 8,891 | 0.02% | 0.02% | 32 | +13,004 | 6.76% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 193,155 | 8,361 | 0.23% | 0.2% | 33 | +11,900 | 6.57% | Q4 2025 | Feb 10, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 169,409 | 7,333 | 0.01% | 0.01% | 34 | -9,000 | -5.04% | Q4 2025 | Feb 04, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 158,313 | 6,935 | 0.01% | 0.01% | 35 | -20,807 | -11.62% | Q4 2025 | Jan 08, 2026 |
| Invesco Ltd. | History | Added to | 148,148 | 6,413 | 0.0% | 0.0% | 36 | +9,234 | 6.65% | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 137,373 | 5,929 | 0.01% | 0.0% | 37 | +116,153 | 547.38% | Q4 2025 | Jan 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 128,707 | 5,571 | 0.02% | 0.02% | 38 | -16,108 | -11.12% | Q4 2025 | Feb 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Added to | 120,000 | 5,194 | 0.68% | 0.49% | 39 | +20,000 | 20.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 118,824 | 5,143 | 0.0% | 0.0% | 40 | +75,163 | 172.15% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 110,316 | 4,775 | 0.0% | 0.0% | 41 | +96,345 | 689.61% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 102,282 | 4,427 | 0.05% | 0.04% | 42 | -4,630 | -4.33% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 100,959 | 4,370 | 0.0% | 0.0% | 43 | -46,263 | -31.42% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 100,762 | 4,361 | 0.0% | 0.0% | 44 | +4,978 | 5.2% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 97,669 | 4,228 | 0.0% | 0.0% | 45 | -8,545 | -8.05% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 92,716 | 4,013 | 0.0% | 0.0% | 46 | -5,899 | -5.98% | Q4 2025 | Feb 09, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 82,822 | 3,586 | 0.0% | — | 47 | +82,822 | New | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 82,515 | 3,572 | 0.0% | 0.0% | 48 | +668 | 0.82% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 77,610 | 3,359 | 0.04% | 0.03% | 49 | +2,005 | 2.65% | Q4 2025 | Feb 02, 2026 |
| Swiss National Bank | History | Added to | 73,200 | 3,168 | 0.0% | 0.0% | 50 | +1,300 | 1.81% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 73,114 | 3,165 | 0.0% | 0.0% | 51 | +654 | 0.9% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 70,980 | 3,072 | 0.0% | 0.0% | 52 | +12,539 | 21.46% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 69,814 | 3,022 | 0.0% | 0.0% | 53 | -86,478 | -55.33% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 68,864 | 2,981 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 68,146 | 2,950 | 0.0% | 0.0% | 55 | +66,919 | 5453.87% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Added to | 65,011 | 2,814 | 0.0% | 0.0% | 56 | +5,074 | 8.47% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 62,700 | 2,714 | 0.06% | 0.09% | 57 | -53,300 | -45.95% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 59,573 | 2,578 | 0.0% | 0.0% | 58 | +2,292 | 4.0% | Q4 2025 | Feb 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 58,727 | 2,542 | 0.0% | 0.0% | 59 | +58,318 | 14258.68% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,792 | 2,502 | 0.0% | 0.0% | 60 | -555 | -0.95% | Q4 2025 | Jan 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 56,454 | 2,492 | 0.0% | 0.0% | 61 | -2,430 | -4.13% | Q4 2025 | Feb 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 56,738 | 2,456 | 0.27% | 0.23% | 62 | +264 | 0.47% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 55,844 | 2,417 | 0.08% | 0.07% | 63 | +1,996 | 3.71% | Q4 2025 | Jan 14, 2026 |
| GW&K Investment Management, LLC | History | New | 55,669 | 2,410 | 0.02% | — | 64 | +55,669 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 54,728 | 2,369 | 0.0% | 0.0% | 65 | -3,211 | -5.54% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 52,233 | 2,261 | 0.0% | 0.0% | 66 | +45,215 | 644.27% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 50,259 | 2,175 | 0.0% | 0.0% | 67 | -839 | -1.64% | Q4 2025 | Feb 17, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 48,634 | 2,105 | 0.62% | 0.52% | 68 | -750 | -1.52% | Q4 2025 | Feb 09, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 47,468 | 2,054 | 0.1% | 0.08% | 69 | +18,706 | 65.04% | Q4 2025 | Feb 12, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | New | 46,200 | 1,999 | 0.02% | — | 70 | +46,200 | New | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 44,044 | 1,906 | 0.0% | 0.01% | 71 | -62,140 | -58.52% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 42,854 | 1,855 | 0.01% | 0.01% | 72 | -21 | -0.05% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 41,644 | 1,802 | 0.0% | 0.0% | 73 | -28,828 | -40.91% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 40,981 | 1,774 | 0.38% | 0.35% | 74 | +7,247 | 21.48% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 40,788 | 1,765 | 0.0% | 0.0% | 75 | -14 | -0.03% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 40,365 | 1,747 | 0.02% | 0.01% | 76 | +2,800 | 7.45% | Q4 2025 | Feb 05, 2026 |
| Inspire Investing, LLC | History | Added to | 39,552 | 1,712 | 0.15% | 0.04% | 77 | +27,135 | 218.53% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 39,285 | 1,700 | 0.12% | 0.12% | 78 | -4,289 | -9.84% | Q4 2025 | Feb 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,698 | 1,632 | 0.0% | 0.0% | 79 | +1,826 | 5.09% | Q4 2025 | Feb 17, 2026 |
| Riverwater Partners LLC | History | No change | 37,701 | 1,632 | 0.63% | 0.57% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 37,114 | 1,606 | 0.0% | 0.0% | 81 | -35,017 | -48.55% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 36,001 | 1,558 | 0.24% | 0.2% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,154 | 1,521 | 0.0% | 0.0% | 83 | -1,847 | -4.99% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | New | 34,322 | 1,485 | 0.0% | — | 84 | +34,322 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 33,832 | 1,464 | 0.0% | 0.0% | 85 | +17,966 | 113.24% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 33,198 | 1,444 | 0.0% | 0.0% | 86 | -703 | -2.07% | Q4 2025 | Feb 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 31,112 | 1,347 | 0.0% | 0.0% | 87 | -13,760 | -30.67% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 30,104 | 1,303 | 0.0% | — | 88 | +30,104 | New | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 29,004 | 1,255 | 0.0% | 0.0% | 89 | +1,204 | 4.33% | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 28,866 | 1,249 | 0.01% | 0.0% | 90 | +20,866 | 260.83% | Q4 2025 | Feb 09, 2026 |
| Weiss Asset Management LP | History | New | 28,710 | 1,242 | 0.02% | — | 91 | +28,710 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 28,343 | 1,226 | 0.0% | 0.0% | 92 | +4,373 | 18.24% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 27,595 | 1,194 | 0.0% | 0.0% | 93 | +336 | 1.23% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 27,008 | 1,169 | 0.0% | 0.0% | 94 | -3,037 | -10.11% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,504 | 1,147 | 0.01% | 0.0% | 95 | -619 | -2.28% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | New | 26,179 | 1,133 | 0.02% | — | 96 | +26,179 | New | Q4 2025 | Jan 26, 2026 |
| SG Americas Securities, LLC | History | Reduced | 25,565 | 1,107 | 0.0% | 0.0% | 97 | -5,105 | -16.64% | Q4 2025 | Jan 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 24,610 | 1,065 | 0.01% | 0.01% | 98 | +4 | 0.02% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Added to | 24,565 | 1,063 | 0.01% | 0.0% | 99 | +5,705 | 30.25% | Q4 2025 | Feb 17, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 23,350 | 1,010 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 22,244 | 962 | 0.0% | 0.0% | 101 | +2,344 | 11.78% | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 20,871 | 903 | 0.0% | 0.0% | 102 | -422 | -1.98% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 20,677 | 895 | 0.02% | 0.02% | 103 | +243 | 1.19% | Q4 2025 | Feb 18, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 20,551 | 889 | 0.01% | 0.01% | 104 | +222 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Reduced | 20,327 | 879 | 0.01% | 0.01% | 105 | -1,303 | -6.02% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 20,181 | 873 | 0.0% | 0.0% | 106 | -73 | -0.36% | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,134 | 871 | 0.0% | 0.0% | 107 | -1,093 | -5.15% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 19,222 | 832 | 0.02% | — | 108 | +19,222 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 19,100 | 826 | 0.0% | 0.0% | 109 | +300 | 1.6% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 19,055 | 825 | 0.0% | 0.0% | 110 | +1,767 | 10.22% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 19,055 | 824 | 0.0% | 0.0% | 111 | +11,059 | 138.31% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 19,012 | 823 | 0.0% | 0.0% | 112 | -17,696 | -48.21% | Q4 2025 | Feb 10, 2026 |
| Fiera Capital Corp | History | Added to | 18,677 | 808 | 0.0% | 0.0% | 113 | +9,211 | 97.31% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,204 | 788 | 0.0% | 0.0% | 114 | +2,396 | 15.16% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | New | 18,109 | 783 | 0.01% | — | 115 | +18,109 | New | Q4 2025 | Jan 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,888 | 774 | 0.01% | 0.01% | 116 | -1,828 | -9.27% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 17,862 | 773 | 0.0% | 25.77% | 117 | -134,399 | -88.27% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Added to | 17,436 | 754 | 0.06% | 0.02% | 118 | +11,276 | 183.05% | Q4 2025 | Feb 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 17,000 | 735 | 0.01% | 0.01% | 119 | -100 | -0.58% | Q4 2025 | Jan 16, 2026 |
| GLENMEDE TRUST CO NA | History | New | 16,824 | 728 | 0.0% | — | 120 | +16,824 | New | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 16,000 | 692 | 0.0% | — | 121 | +16,000 | New | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,940 | 690 | 0.0% | 0.0% | 122 | +4,678 | 41.54% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 15,935 | 689 | 0.0% | — | 123 | +15,935 | New | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Reduced | 15,691 | 679 | 0.07% | 0.07% | 124 | -2,018 | -11.4% | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 15,561 | 673 | 0.01% | 0.01% | 125 | +319 | 2.09% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 15,211 | 658 | 0.0% | — | 126 | +15,211 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,979 | 648 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 14,809 | 641 | 0.01% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 14,531 | 629 | 0.0% | 0.0% | 129 | -586 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 14,117 | 611 | 0.09% | 0.05% | 130 | +5,237 | 58.98% | Q4 2025 | Apr 07, 2026 |
| Horizon Investments, LLC | History | New | 13,822 | 598 | 0.01% | — | 132 | +13,822 | New | Q4 2025 | Feb 02, 2026 |
| Verition Fund Management LLC | History | Reduced | 13,823 | 598 | 0.0% | 0.0% | 131 | -12,513 | -47.51% | Q4 2025 | Feb 13, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 13,700 | 593 | 0.47% | 0.4% | 133 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Verity Asset Management, Inc. | History | Added to | 13,690 | 592 | 0.25% | 0.15% | 134 | +951 | 7.47% | Q4 2025 | Jan 30, 2026 |
| INTRUST BANK NA | History | Added to | 12,380 | 535 | 0.04% | 0.04% | 135 | +763 | 6.57% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,170 | 526 | 0.0% | 0.0% | 136 | -1,848 | -13.18% | Q4 2025 | Feb 10, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 11,565 | 500 | 0.04% | — | 137 | +11,565 | New | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 11,223 | 485 | 0.0% | 0.0% | 138 | -2,345 | -17.28% | Q4 2025 | Feb 17, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Reduced | 10,876 | 470 | 0.02% | 0.02% | 139 | -1,798 | -14.19% | Q4 2025 | Feb 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,765 | 466 | 0.0% | 0.0% | 140 | -129 | -1.18% | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 10,717 | 463 | 0.0% | — | 141 | +10,717 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,455 | 452 | 0.0% | 0.0% | 142 | +2,705 | 34.9% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 10,256 | 443 | 0.0% | 0.0% | 143 | -693 | -6.33% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 10,071 | 435 | 0.0% | 0.0% | 144 | +7 | 0.07% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,920 | 423 | 0.0% | 0.0% | 145 | -1,479 | -12.97% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,248 | 400 | 0.0% | 0.0% | 146 | -1,208 | -11.55% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,190 | 397 | 0.0% | 0.0% | 147 | -264 | -2.79% | Q4 2025 | Feb 10, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 9,165 | 396 | 0.01% | 0.01% | 148 | +2,202 | 31.62% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 8,950 | 387 | 0.0% | — | 149 | +8,950 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,854 | 383 | 0.0% | 0.0% | 150 | +1,074 | 13.8% | Q4 2025 | Jan 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,624 | 379 | 0.0% | 0.0% | 152 | -32,333 | -78.94% | Q4 2025 | Jan 28, 2026 |
| Amundi | History | Added to | 8,760 | 379 | 0.0% | 0.0% | 151 | +2,868 | 48.68% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 8,712 | 377 | 0.0% | 0.01% | 153 | -128,398 | -93.65% | Q4 2025 | Feb 24, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,442 | 365 | 0.0% | 0.0% | 154 | +100 | 1.2% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,392 | 363 | 0.0% | 0.0% | 155 | -919 | -9.87% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,145 | 350 | 0.0% | 0.0% | 156 | -6,471 | -44.27% | Q4 2025 | Feb 18, 2026 |
| MAIRS & POWER INC | History | No change | 8,000 | 346 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | No change | 8,000 | 346 | 0.24% | 0.18% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,800 | 337 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 8,571 | 325 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Reduced | 7,333 | 317 | 0.25% | 0.33% | 161 | -3,000 | -29.03% | Q4 2025 | Feb 04, 2026 |
| Fisher Asset Management, LLC | History | New | 7,317 | 316 | 0.0% | — | 162 | +7,317 | New | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,125 | 308 | 0.0% | 0.0% | 163 | +1,634 | 29.76% | Q4 2025 | Mar 09, 2026 |
| ProShare Advisors LLC | History | Added to | 7,098 | 307 | 0.0% | 0.0% | 164 | +220 | 3.2% | Q4 2025 | Feb 06, 2026 |
| Engineers Gate Manager LP | History | New | 7,061 | 305 | 0.0% | — | 165 | +7,061 | New | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 7,000 | 303 | 0.01% | 0.01% | 166 | -400 | -5.41% | Q4 2025 | Feb 04, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 7,000 | 303 | 0.05% | 0.04% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUMMITRY LLC | History | Added to | 6,886 | 298 | 0.01% | 0.01% | 168 | +1,043 | 17.85% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | No change | 6,800 | 294 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,513 | 281 | 0.0% | 0.0% | 170 | -1,091 | -14.35% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 5,983 | 264 | 0.01% | — | 171 | +5,983 | New | Q4 2025 | Feb 12, 2026 |
| Unified Investment Management | History | No change | 6,050 | 261 | 0.26% | 0.22% | 172 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,947 | 257 | 0.0% | 0.0% | 173 | +182 | 3.16% | Q4 2025 | Jan 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 5,826 | 252 | 0.03% | 0.03% | 174 | +3 | 0.05% | Q4 2025 | Feb 12, 2026 |
| Values First Advisors, Inc. | History | Reduced | 5,741 | 248 | 0.13% | 0.14% | 175 | -1,224 | -17.57% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 5,570 | 241 | 0.0% | 0.0% | 176 | -426 | -7.1% | Q4 2025 | Mar 20, 2026 |
| Maryland State Retirement & Pension System | History | New | 5,401 | 233 | 0.0% | — | 177 | +5,401 | New | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | New | 5,330 | 230 | 0.0% | — | 178 | +5,330 | New | Q4 2025 | Jan 09, 2026 |
| Horizon Investment Services, LLC | History | New | 5,285 | 228 | 0.08% | — | 179 | +5,285 | New | Q4 2025 | Feb 13, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 5,150 | 222 | 0.02% | — | 180 | +5,150 | New | Q4 2025 | Feb 04, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,121 | 221 | 0.0% | — | 181 | +5,121 | New | Q4 2025 | Feb 04, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,059 | 219 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | New | 4,748 | 206 | 0.01% | — | 183 | +4,748 | New | Q4 2025 | Feb 06, 2026 |
| FourThought Financial Partners, LLC | History | New | 4,707 | 203 | 0.02% | — | 185 | +4,707 | New | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 4,708 | 203 | 0.03% | 0.04% | 184 | -2,880 | -37.95% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 4,200 | 182 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vestcor Inc | History | New | 3,731 | 162 | 0.0% | — | 187 | +3,731 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,649 | 157 | 0.0% | 0.0% | 188 | +273 | 8.09% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,620 | 156 | 0.0% | 0.0% | 189 | -5,350 | -59.64% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,580 | 154 | 0.0% | 0.0% | 190 | +1,603 | 81.08% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | Reduced | 3,376 | 146 | 0.04% | 0.03% | 191 | -475 | -12.33% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,028 | 131 | 0.0% | 0.0% | 192 | -45 | -1.46% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,045 | 131 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,736 | 118 | 0.0% | 0.0% | 194 | -139 | -4.83% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Reduced | 2,453 | 106 | 0.01% | 0.01% | 195 | -503 | -17.02% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,125 | 91 | 0.0% | 0.0% | 196 | -132 | -5.85% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,101 | 90 | 0.0% | 0.0% | 197 | -423 | -16.76% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,095 | 90 | 0.0% | 0.0% | 198 | +142 | 7.27% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,737 | 75 | 0.0% | 0.0% | 199 | -161 | -8.48% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,629 | 70 | 0.0% | 0.0% | 200 | -420 | -20.5% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,537 | 66 | 0.0% | 0.0% | 201 | +1,489 | 3102.08% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,297 | 56 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 746 | 32 | 0.0% | — | 203 | +746 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 617 | 27 | 0.0% | 0.0% | 204 | +24 | 4.05% | Q4 2025 | Jan 26, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 600 | 25 | 0.0% | — | 205 | +600 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 575 | 24 | 0.0% | 0.0% | 206 | -80 | -12.21% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Reduced | 567 | 24 | 0.0% | 0.0% | 207 | -35 | -5.81% | Q4 2025 | Jan 23, 2026 |
| Quantbot Technologies LP | History | New | 520 | 22 | 0.0% | — | 208 | +520 | New | Q4 2025 | Feb 10, 2026 |
| USA FINANCIAL FORMULAS | History | New | 452 | 19 | 0.0% | — | 209 | +452 | New | Q4 2025 | Jan 14, 2026 |
| Community Bank, N.A. | History | No change | 400 | 17 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 368 | 15 | 0.0% | 0.0% | 211 | +255 | 225.66% | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 355 | 15 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 341 | 14 | 0.0% | 0.0% | 213 | -19 | -5.28% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 330 | 14 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | New | 300 | 12 | 0.0% | — | 215 | +300 | New | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 289 | 12 | 0.0% | — | 217 | +289 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 293 | 12 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 253 | 11 | 0.0% | 0.0% | 218 | +192 | 314.75% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 253 | 11 | 0.0% | 0.0% | 219 | -1 | -0.39% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 249 | 10 | 0.0% | 0.0% | 220 | -54 | -17.82% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | Reduced | 232 | 10 | 0.01% | 0.0% | 221 | -10 | -4.13% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 200 | 8 | 0.0% | — | 222 | +200 | New | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 173 | 7 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| UMB Bank, n.a. | History | Added to | 146 | 6 | 0.0% | 0.0% | 224 | +56 | 62.22% | Q4 2025 | Feb 13, 2026 |
| Hara Capital LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 127 | 5 | 0.0% | — | 226 | +127 | New | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 77 | 3 | 0.0% | 0.0% | 228 | +38 | 97.44% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | New | 61 | 2 | 0.0% | — | 230 | +61 | New | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 47 | 2 | 0.0% | — | 229 | +47 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 34 | 1 | 0.0% | 0.0% | 236 | -340 | -90.91% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 43 | 1 | 0.0% | — | 232 | +43 | New | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 39 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | — | 234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 35 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 25 | 1 | 0.0% | — | 238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -130,239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,410 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -26,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,402 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,976 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,847 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,994 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,479 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Marquette Asset Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | — | — | -8 | -88.89% | Q4 2025 | Feb 09, 2026 |
| Ankerstar Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WealthCollab, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |