Denali Therapeutics Inc. - DNLI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 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 | Added to | 13,057,890 | 215,585 | 0.0% | 0.0% | 1 | +1,064,972 | 8.88% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 12,715,201 | 209,927 | 0.0% | 0.0% | 2 | +425,575 | 3.46% | Q4 2025 | Feb 12, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 12,310,889 | 203,252 | 0.17% | 0.12% | 3 | +719,304 | 6.21% | Q4 2025 | Jan 23, 2026 |
| Temasek Holdings (Private) Ltd | History | Added to | 7,012,974 | 115,784 | 0.37% | 0.27% | 4 | +1,657,142 | 30.94% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 6,263,371 | 103,408 | 0.0% | 0.0% | 5 | +799,110 | 14.62% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 6,097,211 | 100,664 | 0.01% | 0.0% | 6 | -243,105 | -3.83% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 5,119,622 | 84,524 | 0.01% | — | 7 | +5,119,622 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 4,983,726 | 82,281 | 0.02% | 0.02% | 8 | -481,311 | -8.81% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 3,915,951 | 64,654 | 0.01% | 0.01% | 9 | -652,417 | -14.28% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,835,803 | 63,329 | 0.01% | 0.0% | 10 | +1,672,098 | 77.28% | Q4 2025 | Mar 25, 2026 |
| BAKER BROS. ADVISORS LP | History | No change | 3,731,695 | 61,610 | 0.36% | 0.39% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Reduced | 3,729,244 | 61,569 | 0.01% | 0.01% | 12 | -1,031,614 | -21.67% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,557,935 | 58,741 | 0.02% | 0.02% | 13 | +37,521 | 1.07% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,458,131 | 57,104 | 0.0% | 0.0% | 14 | -7,926 | -0.23% | Q4 2025 | Feb 09, 2026 |
| Holocene Advisors, LP | History | Added to | 3,152,734 | 52,051 | 0.11% | 0.1% | 15 | +17,022 | 0.54% | Q4 2025 | Feb 17, 2026 |
| Crestline Management, LP | History | Reduced | 2,810,732 | 46,405 | 87.02% | 85.25% | 16 | -600,000 | -17.59% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 2,589,403 | 42,751 | 0.01% | 0.01% | 17 | +957,907 | 58.71% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 2,404,704 | 39,701 | 0.01% | 0.0% | 18 | +392,351 | 19.5% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,374,303 | 39,198 | 0.01% | 0.01% | 19 | +17,089 | 0.72% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | Added to | 2,032,967 | 33,564 | 0.05% | 0.03% | 20 | +919,381 | 82.56% | Q4 2025 | Jan 16, 2026 |
| Casdin Capital, LLC | History | Added to | 1,840,000 | 30,378 | 1.89% | 1.08% | 21 | +950,000 | 106.74% | Q4 2025 | Feb 17, 2026 |
| Lynx1 Capital Management LP | History | Added to | 1,738,750 | 28,706 | 5.81% | 0.77% | 22 | +1,477,063 | 564.44% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,700,000 | 28,067 | 0.03% | 0.06% | 23 | -819,535 | -32.53% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,524,123 | 25,163 | 0.01% | 0.01% | 24 | +252,933 | 19.9% | Q4 2025 | Feb 02, 2026 |
| Siren, L.L.C. | History | Added to | 1,396,513 | 23,056 | 0.69% | 0.47% | 25 | +575,000 | 69.99% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,329,108 | 21,981 | 0.02% | 0.01% | 26 | +829,946 | 166.27% | Q4 2025 | Jan 29, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,245,994 | 20,572 | 0.01% | 0.05% | 27 | -4,392,573 | -77.9% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Reduced | 1,219,854 | 20,139 | 0.0% | 0.0% | 28 | -469,638 | -27.8% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,200,475 | 19,819 | 0.0% | 0.0% | 29 | +49,091 | 4.26% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,199,744 | 19,807 | 0.0% | 0.0% | 30 | -34,435 | -2.79% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | Added to | 1,166,379 | 19,257 | 0.1% | 0.06% | 31 | +332,797 | 39.92% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,023,253 | 16,893 | 0.13% | — | 32 | +1,023,253 | New | Q4 2025 | Feb 17, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | Added to | 1,000,000 | 16,510 | 0.67% | 0.39% | 33 | +250,000 | 33.33% | Q4 2025 | Feb 17, 2026 |
| Foresite Capital Management VI LLC | History | No change | 1,000,000 | 16,510 | 4.99% | 5.61% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 932,144 | 15,389 | 0.0% | 0.0% | 35 | -28,994 | -3.02% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | New | 859,108 | 14,183 | 0.04% | — | 36 | +859,108 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 806,248 | 13,311 | 0.0% | 0.0% | 37 | +106,424 | 15.21% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 763,892 | 12,611 | 0.01% | 0.01% | 38 | -23,137 | -2.94% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 762,087 | 12,582 | 0.0% | 0.0% | 39 | -38,660 | -4.83% | Q4 2025 | Feb 10, 2026 |
| Defilade Capital Management, L.P. | History | New | 656,713 | 10,842 | 1.47% | — | 40 | +656,713 | New | Q4 2025 | Feb 13, 2026 |
| Palo Alto Investors LP | History | Added to | 641,239 | 10,586 | 1.47% | 1.1% | 41 | +233,233 | 57.16% | Q4 2025 | Feb 17, 2026 |
| Cercano Management LLC | History | No change | 625,000 | 10,318 | 0.39% | 0.35% | 42 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 591,461 | 9,765 | 0.03% | 0.05% | 43 | -344,769 | -36.83% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 590,314 | 9,746 | 0.01% | 0.0% | 44 | +362,324 | 158.92% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 537,000 | 8,865 | 0.12% | 0.1% | 45 | +24,042 | 4.69% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 515,721 | 8,514 | 0.02% | 0.01% | 46 | -18,350 | -3.44% | Q4 2025 | Feb 12, 2026 |
| Vestal Point Capital, LP | History | New | 465,000 | 7,677 | 0.26% | — | 47 | +465,000 | New | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 450,000 | 7,429 | 0.02% | 0.01% | 48 | +145,000 | 47.54% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 450,985 | 7,400 | 0.01% | — | 49 | +450,985 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 430,177 | 7,102 | 0.01% | 0.01% | 50 | +163,885 | 61.54% | Q4 2025 | Feb 17, 2026 |
| STEMPOINT CAPITAL LP | History | Reduced | 419,058 | 6,918 | 1.19% | 5.05% | 51 | -1,315,601 | -75.84% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 407,359 | 6,725 | 0.0% | 0.0% | 52 | -29,642 | -6.78% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 379,051 | 6,258 | 0.0% | 0.0% | 53 | +21,710 | 6.08% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 369,767 | 6,104 | 0.0% | 0.01% | 54 | -937,404 | -71.71% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Added to | 368,995 | 6,092 | 0.35% | 0.31% | 55 | +9,250 | 2.57% | Q4 2025 | Jan 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 339,410 | 5,603 | 0.0% | 0.0% | 56 | -55,190 | -13.99% | Q4 2025 | Feb 10, 2026 |
| DAFNA Capital Management LLC | History | Added to | 318,500 | 5,258 | 1.22% | 0.6% | 57 | +150,000 | 89.02% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 298,792 | 4,933 | 0.01% | 0.0% | 58 | +297,521 | 23408.42% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 291,936 | 4,819 | 0.0% | 0.0% | 59 | +42,469 | 17.02% | Q4 2025 | Feb 19, 2026 |
| Marex Group plc | History | Reduced | 287,001 | 4,738 | 0.03% | 0.03% | 60 | -3,999 | -1.37% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 275,508 | 4,548 | 0.0% | 0.0% | 61 | -9,269 | -3.25% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 273,800 | 4,520 | 0.0% | 0.0% | 62 | +6,300 | 2.36% | Q4 2025 | Feb 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 225,680 | 3,725 | 0.05% | 0.05% | 63 | +20,000 | 9.72% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 209,609 | 3,460 | 0.03% | 0.06% | 64 | -220,957 | -51.32% | Q4 2025 | Feb 17, 2026 |
| Burkehill Global Management, LP | History | New | 200,000 | 3,302 | 0.22% | — | 65 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | No change | 197,998 | 3,268 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 193,681 | 3,197 | 0.0% | 0.0% | 67 | +89,502 | 85.91% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 191,567 | 3,162 | 0.01% | 0.01% | 68 | +8,681 | 4.75% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 184,238 | 3,029 | 0.0% | — | 69 | +184,238 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 183,000 | 3,021 | 0.0% | 0.0% | 70 | -18,565 | -9.21% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 180,221 | 2,975 | 0.0% | 0.0% | 71 | +80,660 | 81.02% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 171,948 | 2,838 | 0.0% | 0.0% | 72 | -3,073 | -1.76% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 167,713 | 2,768 | 0.04% | — | 73 | +167,713 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 154,800 | 2,555 | 0.0% | 0.0% | 74 | +64,800 | 72.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 153,781 | 2,539 | 0.02% | 0.02% | 75 | -17,772 | -10.36% | Q4 2025 | Jan 29, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 151,591 | 2,502 | 0.04% | 0.03% | 76 | +15,833 | 11.66% | Q4 2025 | Feb 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 149,592 | 2,470 | 0.0% | 0.0% | 77 | +111,391 | 291.59% | Q4 2025 | Jan 09, 2026 |
| Legal & General Group Plc | History | Reduced | 131,223 | 2,166 | 0.0% | 0.0% | 78 | -12,729 | -8.84% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 129,409 | 2,136 | 0.0% | 0.0% | 79 | -117 | -0.09% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 128,800 | 2,125 | 0.0% | 0.0% | 80 | -1,087 | -0.84% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 127,030 | 2,097 | 0.03% | 0.02% | 81 | +25,770 | 25.45% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 120,718 | 1,993 | 0.01% | 0.01% | 82 | +50,488 | 71.89% | Q4 2025 | Feb 12, 2026 |
| Woodline Partners LP | History | Added to | 114,082 | 1,883 | 0.01% | 0.01% | 83 | +565 | 0.5% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | New | 112,300 | 1,840 | 0.02% | — | 84 | +112,300 | New | Q4 2025 | Jan 28, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 107,493 | 1,775 | 0.0% | — | 85 | +107,493 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 106,933 | 1,765 | 0.01% | — | 86 | +106,933 | New | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 105,086 | 1,734 | 0.0% | 0.0% | 87 | -102,508 | -49.38% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 100,768 | 1,663 | 0.0% | 0.0% | 88 | -91,618 | -47.62% | Q4 2025 | Feb 17, 2026 |
| Ghisallo Capital Management LLC | History | New | 100,000 | 1,651 | 0.07% | — | 90 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| Rhenman & Partners Asset Management AB | History | No change | 100,000 | 1,651 | 0.15% | 0.16% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 94,582 | 1,561 | 0.02% | 0.01% | 91 | +3,508 | 3.85% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 93,587 | 1,545 | 0.03% | — | 92 | +93,587 | New | Q4 2025 | Feb 13, 2026 |
| Monashee Investment Management LLC | History | New | 91,620 | 1,512 | 0.85% | — | 93 | +91,620 | New | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 59,800 | 1,350 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HRT FINANCIAL LP | History | New | 78,352 | 1,293 | 0.0% | — | 95 | +78,352 | New | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 75,164 | 1,240 | 0.01% | 0.01% | 96 | -3,911 | -4.95% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 73,581 | 1,214 | 0.0% | 0.0% | 97 | -6,545 | -8.17% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 71,634 | 1,182 | 0.04% | 0.02% | 98 | +31,478 | 78.39% | Q4 2025 | Feb 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 70,830 | 1,169 | 0.0% | 0.0% | 99 | +44,607 | 170.11% | Q4 2025 | Jan 28, 2026 |
| Ishara Investments LP | History | New | 70,000 | 1,155 | 1.32% | — | 100 | +70,000 | New | Q4 2025 | Feb 17, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Added to | 68,200 | 1,125 | 0.25% | 0.18% | 101 | +760 | 1.13% | Q4 2025 | Feb 04, 2026 |
| 1492 Capital Management LLC | History | New | 67,487 | 1,114 | 0.43% | — | 102 | +67,487 | New | Q4 2025 | Feb 10, 2026 |
| Capricorn Fund Managers Ltd | History | New | 62,197 | 1,026 | 0.25% | — | 103 | +62,197 | New | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 60,766 | 1,003 | 0.0% | 0.0% | 104 | +5,932 | 10.82% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 60,270 | 995 | 0.0% | 0.0% | 105 | -4,364 | -6.75% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 60,028 | 991 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 54,543 | 900 | 0.0% | 0.0% | 107 | -4,691 | -7.92% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 53,683 | 886 | 0.0% | 3.8% | 108 | -2,685 | -4.76% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 53,522 | 883 | 0.0% | 0.0% | 109 | -195,781 | -78.53% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 52,632 | 868 | 0.01% | 0.01% | 110 | +5,835 | 12.47% | Q4 2025 | Feb 10, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 52,116 | 860 | 0.06% | 0.07% | 111 | +600 | 1.16% | Q4 2025 | Feb 18, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | New | 51,830 | 855 | 0.08% | — | 112 | +51,830 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 51,424 | 849 | 0.0% | — | 113 | +51,424 | New | Q4 2025 | Feb 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 50,933 | 840 | 0.35% | 0.33% | 114 | -1,853 | -3.51% | Q4 2025 | Feb 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 50,582 | 835 | 0.02% | 0.02% | 115 | -134 | -0.26% | Q4 2025 | Feb 05, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 49,007 | 809 | 0.05% | 0.04% | 116 | -1,183 | -2.36% | Q4 2025 | Feb 09, 2026 |
| Man Group plc | History | New | 48,994 | 808 | 0.0% | — | 117 | +48,994 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 47,459 | 783 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 47,410 | 782 | 0.0% | 0.01% | 119 | -92,253 | -66.05% | Q4 2025 | Jan 30, 2026 |
| Employees Retirement System of Texas | History | Added to | 47,177 | 779 | 0.01% | 0.01% | 120 | +3,408 | 7.79% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 46,526 | 768 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Headlands Technologies LLC | History | New | 46,383 | 765 | 0.06% | — | 122 | +46,383 | New | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 43,800 | 723 | 0.0% | 0.0% | 123 | +5,500 | 14.36% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Reduced | 42,909 | 708 | 0.04% | 0.07% | 124 | -31,513 | -42.34% | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | Reduced | 40,608 | 670 | 0.01% | 0.03% | 125 | -125,791 | -75.6% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 39,030 | 644 | 0.02% | 0.05% | 126 | -38,063 | -49.37% | Q4 2025 | Jan 20, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 38,812 | 640 | 0.0% | — | 127 | +38,812 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,669 | 638 | 0.0% | 0.0% | 128 | +6,254 | 19.29% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 38,645 | 638 | 0.0% | 0.0% | 129 | -2,168 | -5.31% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,478 | 635 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,438 | 634 | 0.0% | 0.0% | 131 | +14,299 | 59.24% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 36,607 | 604 | 0.01% | 0.0% | 132 | -56 | -0.15% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 34,168 | 564 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 32,555 | 538 | 0.0% | 0.0% | 134 | -3,064 | -8.6% | Q4 2025 | Feb 05, 2026 |
| PSP Research LLC | History | New | 31,762 | 524 | 0.46% | — | 135 | +31,762 | New | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 30,945 | 510 | 0.0% | 0.0% | 136 | +16,009 | 107.18% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 30,682 | 506 | 0.0% | 0.0% | 137 | +2,827 | 10.15% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 29,900 | 493 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Erste Asset Management GmbH | History | No change | 26,900 | 446 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 26,900 | 444 | 0.0% | — | 140 | +26,900 | New | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,313 | 434 | 0.0% | 0.0% | 141 | +1,606 | 6.5% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,592 | 422 | 0.0% | 0.0% | 142 | +266 | 1.05% | Q4 2025 | Feb 18, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 23,898 | 394 | 0.03% | 0.03% | 143 | -1,731 | -6.75% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 23,805 | 393 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TT International Asset Management LTD | History | Reduced | 27,000 | 353 | 0.07% | 0.18% | 145 | -38,000 | -58.46% | Q4 2025 | Jan 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 20,540 | 339 | 0.0% | 0.0% | 146 | -13,287 | -39.28% | Q4 2025 | Jan 28, 2026 |
| Bayforest Capital Ltd | History | New | 20,433 | 337 | 0.25% | — | 147 | +20,433 | New | Q4 2025 | Jan 27, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 18,535 | 306 | 0.01% | — | 148 | +18,535 | New | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 18,121 | 299 | 0.01% | 0.01% | 149 | -21,198 | -53.91% | Q4 2025 | Feb 17, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 18,000 | 298 | 0.02% | — | 150 | +18,000 | New | Q4 2025 | Feb 10, 2026 |
| Breakwater Capital Group | History | Added to | 16,366 | 270 | 0.04% | 0.03% | 151 | +500 | 3.15% | Q4 2025 | Jan 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,497 | 255 | 0.0% | 0.0% | 152 | -248,564 | -94.13% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 15,064 | 248 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 14,795 | 244 | 0.07% | 0.03% | 154 | +7,171 | 94.06% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,467 | 222 | 0.0% | 0.0% | 156 | -332 | -2.41% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 13,434 | 222 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | New | 13,352 | 220 | 0.0% | — | 157 | +13,352 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,941 | 213 | 0.01% | 0.0% | 158 | +5,565 | 75.45% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 12,700 | 209 | 0.01% | — | 159 | +12,700 | New | Q4 2025 | Feb 11, 2026 |
| Perbak Capital Partners LLP | History | New | 12,611 | 208 | 0.06% | — | 160 | +12,611 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 12,468 | 205 | 0.0% | 0.01% | 161 | -37,057 | -74.82% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,238 | 202 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,757 | 194 | 0.0% | 0.0% | 163 | -9,565 | -44.86% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,736 | 193 | 0.0% | 0.0% | 164 | -790 | -6.31% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,335 | 187 | 0.0% | — | 165 | +11,335 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 11,325 | 186 | 0.0% | 0.0% | 166 | +288 | 2.61% | Q4 2025 | Feb 18, 2026 |
| INTRUST BANK NA | History | Added to | 11,164 | 184 | 0.02% | 0.01% | 167 | +589 | 5.57% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,065 | 182 | 0.01% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,700 | 176 | 0.0% | 0.0% | 169 | -49,100 | -82.11% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 10,504 | 173 | 0.0% | 0.0% | 170 | -144 | -1.35% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 10,497 | 173 | 0.0% | 0.0% | 171 | +97 | 0.93% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,481 | 140 | 0.0% | 0.0% | 172 | +191 | 2.3% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,238 | 119 | 0.0% | 0.0% | 173 | -1,416 | -16.36% | Q4 2025 | Feb 13, 2026 |
| Bellevue Group AG | History | New | 7,138 | 117 | 0.0% | — | 175 | +7,138 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 7,127 | 117 | 0.0% | 0.0% | 174 | +1,474 | 26.07% | Q4 2025 | Jan 26, 2026 |
| Quarry LP | History | Added to | 7,000 | 115 | 0.02% | 0.01% | 176 | +2,625 | 60.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,536 | 107 | 0.01% | 0.0% | 177 | +6,004 | 1128.57% | Q4 2025 | Jan 29, 2026 |
| KBC Group NV | History | Added to | 6,268 | 103 | 0.0% | 0.0% | 178 | +1,773 | 39.44% | Q4 2025 | Jan 26, 2026 |
| Persistent Asset Partners Ltd | History | New | 5,670 | 93 | 0.04% | — | 179 | +5,670 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 5,187 | 85 | 0.0% | 0.0% | 180 | +1,250 | 31.75% | Q4 2025 | Jan 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 5,045 | 82 | 0.0% | — | 181 | +5,045 | New | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,161 | 69 | 0.0% | 0.0% | 182 | -144 | -3.34% | Q4 2025 | Feb 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 3,451 | 56 | 0.02% | — | 183 | +3,451 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,957 | 48 | 0.01% | — | 184 | +2,957 | New | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,881 | 47 | 0.0% | 0.0% | 185 | -265 | -8.42% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | Added to | 2,686 | 44 | 0.0% | 0.0% | 186 | +532 | 24.7% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 2,606 | 43 | 0.0% | 0.0% | 187 | +209 | 8.72% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 1,476 | 24 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,500 | 24 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,449 | 23 | 0.0% | 0.0% | 190 | -34 | -2.29% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,313 | 21 | 0.0% | 0.0% | 192 | +359 | 37.63% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 1,284 | 21 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,222 | 20 | 0.0% | — | 194 | +1,200 | 5454.55% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,265 | 20 | 0.0% | 0.0% | 193 | +182 | 16.81% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,074 | 17 | 0.0% | 0.0% | 195 | -314 | -22.62% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,001 | 16 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 962 | 15 | 0.0% | 0.0% | 197 | +233 | 31.96% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Added to | 834 | 13 | 0.0% | 0.0% | 198 | +138 | 19.83% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 758 | 12 | 0.0% | 0.0% | 199 | -24 | -3.07% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | No change | 700 | 11 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 627 | 10 | 0.0% | — | 201 | +627 | New | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | No change | 579 | 10 | 0.01% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 491 | 8 | 0.0% | 0.0% | 203 | +183 | 59.42% | Q4 2025 | Feb 09, 2026 |
| Daiwa Securities Group Inc. | History | No change | 475 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 409 | 6 | 0.0% | 0.0% | 206 | -487 | -54.35% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 400 | 6 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 358 | 5 | 0.0% | 0.0% | 207 | -76 | -17.51% | Q4 2025 | Feb 11, 2026 |
| EASTERN BANK | History | New | 282 | 4 | 0.0% | — | 209 | +282 | New | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | New | 262 | 4 | 0.0% | — | 208 | +262 | New | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 250 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 296 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 200 | 3 | 0.0% | — | 218 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 198 | 3 | 0.0% | — | 215 | +198 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 202 | 3 | 0.0% | 0.0% | 217 | +75 | 59.06% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 207 | 3 | 0.0% | 0.0% | 216 | +41 | 24.7% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 195 | 3 | 0.0% | 0.0% | 212 | -30 | -13.33% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 189 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 230 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | New | 130 | 2 | 0.0% | — | 220 | +130 | New | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 143 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 81 | 1 | 0.0% | 0.0% | 222 | -1,894 | -95.9% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 90 | 1 | 0.0% | — | 224 | +90 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 57 | 1 | 0.0% | — | 221 | +57 | New | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 100 | 1 | 0.0% | 0.0% | 227 | +30 | 42.86% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Your Advocates Ltd., LLP | History | No change | 100 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 76 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Yiheng Capital Management, L.P. | History | Closed out | 0 | 0 | — | 1.01% | — | -469,981 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -301,171 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Boxer Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -250,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -226,203 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -216,774 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -128,566 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -123,819 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80,518 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -69,216 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -65,345 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -56,237 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,445 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.01% | — | -45,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -24,058 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.54% | — | -22,231 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,938 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,004 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,478 | -100.0% | Q3 2025 | Nov 05, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,075 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,528 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2025 | Oct 24, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Larson Financial Group LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 38 | 0 | — | — | — | -21 | -35.59% | Q4 2025 | Feb 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 09, 2026 |
| Atlantic Private Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 14, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q4 2025 | Feb 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +6 | 300.0% | Q4 2025 | Jan 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q4 2025 | Jan 15, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |