Dorman Products, Inc. - DORM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 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 | 3,979,525 | 490,237 | 0.01% | 0.01% | 1 | +69,981 | 1.79% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,971,733 | 366,087 | 0.01% | 0.01% | 2 | -89,844 | -2.93% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 1,352,183 | 166,575 | 0.01% | 0.01% | 3 | +915 | 0.07% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,061,708 | 130,791 | 0.0% | 0.01% | 4 | +7,846 | 0.74% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,047,699 | 129,072 | 0.03% | 0.03% | 5 | +21,868 | 2.13% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 881,498 | 108,591 | 0.37% | 0.47% | 6 | -3,394 | -0.38% | Q4 2025 | Feb 18, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 813,781 | 100,249 | 0.06% | 0.06% | 7 | +147,233 | 22.09% | Q4 2025 | Jan 30, 2026 |
| Invesco Ltd. | History | Reduced | 763,459 | 94,050 | 0.01% | 0.02% | 8 | -48,309 | -5.95% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 713,255 | 87,879 | 0.01% | 0.01% | 9 | +26,229 | 3.82% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 529,644 | 65,247 | 0.56% | 0.76% | 10 | -19,747 | -3.59% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 511,092 | 62,962 | 0.01% | 0.01% | 11 | -152,541 | -22.99% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 507,662 | 62,538 | 0.01% | 0.01% | 12 | +40,928 | 8.77% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 498,959 | 61,466 | 0.62% | 0.77% | 13 | +1,538 | 0.31% | Q4 2025 | Feb 09, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 462,212 | 56,939 | 0.24% | — | 14 | +462,212 | New | Q4 2025 | Feb 11, 2026 |
| Fiera Capital Corp | History | Added to | 431,348 | 53,137 | 0.17% | 0.16% | 15 | +105,388 | 32.33% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 424,497 | 52,293 | 0.01% | 0.01% | 16 | -12,114 | -2.77% | Q4 2025 | Feb 17, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 405,333 | 49,933 | 0.94% | 1.22% | 17 | -49,380 | -10.86% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 377,527 | 46,507 | 0.01% | 0.01% | 18 | -8,623 | -2.23% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 367,301 | 45,247 | 0.0% | 0.0% | 19 | -28,965 | -7.31% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 366,087 | 45,098 | 0.03% | 0.0% | 20 | +357,395 | 4111.77% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 336,784 | 41,488 | 0.0% | — | 21 | +336,784 | New | Q4 2025 | Feb 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 332,683 | 40,983 | 0.28% | 0.41% | 22 | -62,680 | -15.85% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 332,523 | 40,963 | 0.25% | 0.31% | 23 | +15,562 | 4.91% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 324,399 | 39,962 | 0.01% | 0.01% | 24 | -9,315 | -2.79% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 262,150 | 32,294 | 0.04% | 0.05% | 25 | -12,248 | -4.46% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 244,273 | 30,092 | 0.05% | 0.05% | 26 | +51,103 | 26.45% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 235,926 | 29,063 | 0.0% | — | 27 | +235,926 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 199,117 | 24,529 | 0.04% | — | 28 | +199,117 | New | Q4 2025 | Feb 17, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 190,573 | 23,476 | 3.28% | 4.05% | 29 | -9,786 | -4.88% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 172,869 | 21,295 | 0.0% | 0.0% | 30 | -5,325 | -2.99% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 171,560 | 21,134 | 0.01% | 0.01% | 31 | -18,970 | -9.96% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 162,537 | 20,022 | 0.0% | 0.0% | 32 | +53,904 | 49.62% | Q4 2025 | Mar 25, 2026 |
| Pembroke Management, LTD | History | Added to | 157,561 | 19,409 | 2.01% | 2.32% | 33 | +7,558 | 5.04% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 147,740 | 18,200 | 0.01% | 0.01% | 34 | +4,180 | 2.91% | Q4 2025 | Feb 02, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 147,311 | 18,148 | 0.01% | 0.04% | 35 | -262,865 | -64.09% | Q4 2025 | Feb 19, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 129,276 | 16,247 | 0.03% | 0.04% | 36 | -3,339 | -2.52% | Q4 2025 | Feb 09, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 116,557 | 14,358 | 0.73% | 0.93% | 37 | -573 | -0.49% | Q4 2025 | Feb 05, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 112,345 | 13,840 | 0.22% | 0.38% | 38 | -32,387 | -22.38% | Q4 2025 | Feb 17, 2026 |
| KTF INVESTMENTS, LLC | History | New | 111,056 | 13,680 | 2.25% | — | 39 | +111,056 | New | Q4 2025 | Jan 30, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 109,320 | 13,467 | 1.33% | 1.65% | 40 | -7,874 | -6.72% | Q4 2025 | Jan 27, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Reduced | 105,913 | 13,047 | 0.24% | 0.33% | 41 | -4,755 | -4.3% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 103,225 | 12,716 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 101,480 | 12,501 | 0.01% | 0.01% | 43 | +18,687 | 22.57% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 96,277 | 11,860 | 0.04% | 0.06% | 44 | -12,100 | -11.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 95,609 | 11,778 | 0.0% | 0.0% | 45 | +45,314 | 90.1% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 91,900 | 11,321 | 0.02% | 0.02% | 46 | +4,500 | 5.15% | Q4 2025 | Feb 12, 2026 |
| Mawer Investment Management Ltd. | History | New | 91,249 | 11,240 | 0.06% | — | 47 | +91,249 | New | Q4 2025 | Feb 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 86,982 | 10,803 | 0.01% | 0.01% | 48 | -12,657 | -12.7% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,651 | 9,812 | 0.0% | 0.0% | 49 | +8,770 | 12.37% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 77,160 | 9,505 | 0.0% | 0.0% | 50 | -49,656 | -39.16% | Q4 2025 | Feb 11, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 74,884 | 9,224 | 0.16% | 0.2% | 51 | +60 | 0.08% | Q4 2025 | Feb 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 74,705 | 9,202 | 0.01% | 0.01% | 52 | -24,935 | -25.03% | Q4 2025 | Feb 13, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 74,097 | 9,128 | 1.44% | 1.76% | 53 | -3,170 | -4.1% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 73,718 | 9,081 | 0.01% | 0.01% | 54 | -4,420 | -5.66% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | New | 73,342 | 9,035 | 0.02% | — | 55 | +73,342 | New | Q4 2025 | Feb 04, 2026 |
| Legal & General Group Plc | History | Reduced | 69,976 | 8,620 | 0.0% | 0.0% | 56 | -3,727 | -5.06% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 57,476 | 7,080 | 0.0% | 0.01% | 57 | -73,830 | -56.23% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 53,868 | 6,636 | 0.02% | 0.02% | 58 | +16,717 | 45.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 53,575 | 6,599 | 0.0% | 0.0% | 59 | +2,080 | 4.04% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 51,200 | 6,307 | 0.0% | 0.0% | 60 | +900 | 1.79% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 50,420 | 6,211 | 0.0% | 0.01% | 61 | -48,485 | -49.02% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | Added to | 50,191 | 6,183 | 0.49% | 0.15% | 62 | +37,433 | 293.41% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 50,013 | 6,161 | 0.0% | 0.0% | 63 | +11,838 | 31.01% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 45,601 | 5,617 | 0.0% | 0.0% | 64 | -21,404 | -31.94% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 44,579 | 5,491 | 0.02% | 0.02% | 65 | +3,715 | 9.09% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 43,949 | 5,414 | 1.59% | 2.04% | 66 | -5,060 | -10.32% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 43,702 | 5,383 | 0.01% | 0.01% | 67 | -4,093 | -8.56% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 43,064 | 5,305 | 0.0% | 0.0% | 68 | +3,504 | 8.86% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 42,728 | 5,263 | 0.02% | 0.02% | 69 | +2,111 | 5.2% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 41,853 | 5,155 | 0.0% | 0.0% | 70 | -785 | -1.84% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 40,475 | 4,986 | 0.0% | 0.0% | 71 | +6,994 | 20.89% | Q4 2025 | Feb 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 40,065 | 4,935 | 0.1% | 0.13% | 72 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 38,867 | 4,788 | 0.03% | 0.04% | 73 | -6,135 | -13.63% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 38,776 | 4,776 | 0.01% | 0.0% | 74 | +26,348 | 212.01% | Q4 2025 | Feb 17, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 37,547 | 4,625 | 0.25% | 0.32% | 75 | -95 | -0.25% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | New | 35,843 | 4,415 | 0.22% | — | 76 | +35,843 | New | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 35,511 | 4,374 | 0.01% | 0.01% | 77 | +1,388 | 4.07% | Q4 2025 | Jan 28, 2026 |
| RK Asset Management, LLC | History | Reduced | 34,647 | 4,268 | 4.03% | 4.96% | 78 | -354 | -1.01% | Q4 2025 | Jan 05, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 33,828 | 4,167 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 33,253 | 4,096 | 0.0% | 0.0% | 80 | -230 | -0.69% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 32,743 | 4,033 | 0.12% | 0.32% | 81 | +30 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 31,843 | 3,922 | 0.06% | 0.08% | 82 | -3,237 | -9.23% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 31,725 | 3,908 | 0.0% | 0.01% | 83 | -22,943 | -41.97% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 28,734 | 3,864 | 0.01% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 30,859 | 3,802 | 0.01% | 0.01% | 85 | -1,826 | -5.59% | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 30,026 | 3,698 | 0.18% | 0.21% | 86 | +11,852 | 65.21% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 29,320 | 3,612 | 0.0% | 0.0% | 87 | +6,564 | 28.85% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 28,270 | 3,482 | 0.0% | 0.01% | 88 | -2,345 | -7.66% | Q4 2025 | Feb 13, 2026 |
| Long Road Investment Counsel, LLC | History | Added to | 28,250 | 3,480 | 1.32% | 1.54% | 89 | +350 | 1.25% | Q4 2025 | Feb 04, 2026 |
| PDT Partners, LLC | History | No change | 28,247 | 3,479 | 0.23% | 0.28% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 28,037 | 3,453 | 0.06% | 0.09% | 91 | -2,771 | -8.99% | Q4 2025 | Jan 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 25,340 | 3,121 | 0.02% | 0.03% | 92 | +2,323 | 10.09% | Q4 2025 | Jan 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 24,980 | 3,078 | 0.01% | 0.01% | 93 | +1,574 | 6.72% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 24,847 | 3,060 | 0.0% | 0.0% | 94 | +402 | 1.64% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,835 | 3,059 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 24,689 | 3,041 | 0.0% | 0.01% | 96 | -4,244 | -14.67% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 24,045 | 2,962 | 0.02% | 0.03% | 97 | -1,615 | -6.29% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 23,955 | 2,951 | 0.03% | 0.03% | 98 | +1,961 | 8.92% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,725 | 2,922 | 0.0% | 0.0% | 99 | +794 | 3.46% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Added to | 20,407 | 2,513 | 0.11% | 0.13% | 100 | +49 | 0.24% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,377 | 2,510 | 0.0% | 0.01% | 101 | -5,043 | -19.84% | Q4 2025 | Feb 05, 2026 |
| Ruffer LLP | History | Reduced | 20,247 | 2,498 | 0.11% | 0.19% | 102 | -2,145 | -9.58% | Q4 2025 | Jan 28, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 18,812 | 2,317 | 0.14% | 0.17% | 103 | -82 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 18,579 | 2,288 | 0.0% | 0.0% | 104 | -4,457 | -19.35% | Q4 2025 | Jan 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 18,194 | 2,241 | 0.0% | 0.0% | 105 | +10,503 | 136.56% | Q4 2025 | Feb 17, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 17,910 | 2,206 | 0.22% | 0.28% | 106 | +347 | 1.98% | Q4 2025 | Jan 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 17,785 | 2,190 | 0.24% | 0.32% | 107 | -130 | -0.73% | Q4 2025 | Jan 20, 2026 |
| TWINBEECH CAPITAL LP | History | New | 17,400 | 2,143 | 0.15% | — | 108 | +17,400 | New | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Reduced | 17,081 | 2,104 | 0.1% | 0.13% | 109 | -210 | -1.21% | Q4 2025 | Feb 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 16,691 | 2,056 | 0.01% | 0.01% | 110 | +2,800 | 20.16% | Q4 2025 | Jan 30, 2026 |
| Congruence Capital, LLC | History | New | 16,219 | 1,998 | 0.73% | — | 111 | +16,219 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 15,948 | 1,964 | 0.02% | 0.02% | 112 | +295 | 1.88% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 15,929 | 1,962 | 0.0% | 0.0% | 113 | +424 | 2.73% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 15,836 | 1,950 | 0.02% | 0.03% | 114 | +1,437 | 9.98% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 15,828 | 1,949 | 0.03% | — | 115 | +15,828 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 15,587 | 1,920 | 0.0% | 0.0% | 116 | -18 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 15,306 | 1,885 | 0.01% | 0.0% | 117 | +11,190 | 271.87% | Q4 2025 | Feb 13, 2026 |
| Oliver Luxxe Assets LLC | History | New | 15,300 | 1,884 | 0.29% | — | 118 | +15,300 | New | Q4 2025 | Jan 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,239 | 1,877 | 0.01% | 0.01% | 119 | -884 | -5.48% | Q4 2025 | Feb 12, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 14,668 | 1,806 | 0.04% | 0.07% | 120 | -3,042 | -17.18% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,952 | 1,718 | 0.0% | — | 121 | +13,952 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 13,718 | 1,689 | 0.02% | 0.02% | 122 | -657 | -4.57% | Q4 2025 | Feb 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 13,686 | 1,685 | 0.08% | 0.07% | 123 | +4,302 | 45.84% | Q4 2025 | Feb 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 13,576 | 1,672 | 0.04% | — | 124 | +13,576 | New | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | New | 13,118 | 1,616 | 0.05% | — | 125 | +13,118 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,838 | 1,581 | 0.0% | 0.0% | 126 | +32 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Added to | 12,725 | 1,567 | 0.13% | 0.16% | 127 | +3,197 | 33.55% | Q4 2025 | Feb 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,700 | 1,564 | 0.03% | 0.03% | 128 | -100 | -0.78% | Q4 2025 | Jan 16, 2026 |
| Trexquant Investment LP | History | New | 12,481 | 1,537 | 0.01% | — | 129 | +12,481 | New | Q4 2025 | Feb 17, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 11,886 | 1,464 | 0.43% | 0.56% | 130 | -461 | -3.73% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,754 | 1,449 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,600 | 1,429 | 0.0% | 0.0% | 132 | -47,472 | -80.36% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | New | 11,506 | 1,417 | 0.04% | — | 133 | +11,506 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 11,360 | 1,399 | 0.0% | 0.0% | 134 | -1,461 | -11.4% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 11,078 | 1,364 | 0.01% | 0.01% | 135 | -2,714 | -19.68% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,838 | 1,335 | 0.0% | 0.01% | 136 | -24,623 | -69.44% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,467 | 1,289 | 0.0% | 0.0% | 137 | -937 | -8.22% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 9,671 | 1,191 | 0.0% | 0.0% | 138 | -6,579 | -40.49% | Q4 2025 | Feb 11, 2026 |
| Handelsbanken Fonder AB | History | Added to | 9,544 | 1,176 | 0.0% | 0.0% | 139 | +2,800 | 41.52% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 9,503 | 1,170 | 0.0% | 0.01% | 140 | -36 | -0.38% | Q4 2025 | Jan 15, 2026 |
| QSV Equity Investors LLC | History | Reduced | 9,496 | 1,169 | 1.73% | 2.18% | 141 | -4,197 | -30.65% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 9,445 | 1,163 | 0.0% | 0.0% | 142 | +22 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 9,424 | 1,160 | 0.0% | 0.0% | 143 | -1,213 | -11.4% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,245 | 1,148 | 0.0% | 0.01% | 144 | -1,777 | -16.12% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 9,141 | 1,126 | 0.0% | 0.0% | 146 | -3,998 | -30.43% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,146 | 1,126 | 0.0% | 0.0% | 145 | +1,458 | 18.96% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,966 | 1,105 | 0.01% | 0.01% | 147 | -94 | -1.04% | Q4 2025 | Jan 05, 2026 |
| XTX Topco Ltd | History | New | 8,775 | 1,080 | 0.03% | — | 148 | +8,775 | New | Q4 2025 | Feb 17, 2026 |
| Minerva Advisors LLC | History | No change | 8,590 | 1,058 | 0.71% | 0.85% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,400 | 1,034 | 0.0% | 0.0% | 150 | -5,328 | -38.81% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 8,258 | 1,017 | 0.08% | 0.0% | 151 | +8,176 | 9970.73% | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,147 | 1,003 | 0.01% | 0.02% | 152 | +124 | 1.55% | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Added to | 8,068 | 994 | 0.01% | 0.01% | 153 | +120 | 1.51% | Q4 2025 | Feb 05, 2026 |
| Amundi | History | Added to | 8,055 | 992 | 0.0% | 0.0% | 154 | +3,264 | 68.13% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,955 | 979 | 0.0% | 0.0% | 155 | +3,588 | 82.16% | Q4 2025 | Feb 17, 2026 |
| EQUITABLE TRUST CO | History | Added to | 7,764 | 956 | 0.04% | 0.04% | 156 | +1,936 | 33.22% | Q4 2025 | Feb 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 7,585 | 934 | 0.01% | 0.01% | 157 | -186 | -2.39% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,486 | 929 | 0.01% | 0.01% | 158 | -1,175 | -13.57% | Q4 2025 | Jan 21, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,255 | 894 | 0.0% | 0.0% | 159 | -1,178 | -13.97% | Q4 2025 | Jan 09, 2026 |
| Arizona State Retirement System | History | Reduced | 7,265 | 894 | 0.0% | 0.01% | 160 | -396 | -5.17% | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,995 | 861 | 0.0% | 0.0% | 161 | +3,131 | 81.03% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 6,907 | 850 | 0.03% | 0.03% | 162 | +1,854 | 36.69% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,885 | 848 | 0.0% | 0.01% | 163 | -191 | -2.7% | Q4 2025 | Feb 10, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 6,622 | 815 | 0.08% | 0.1% | 164 | +244 | 3.83% | Q4 2025 | Jan 21, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,482 | 798 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,471 | 797 | 0.0% | 0.0% | 166 | -24,384 | -79.03% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,357 | 783 | 0.01% | 0.01% | 167 | +134 | 2.15% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,241 | 768 | 0.0% | 0.0% | 168 | -496 | -7.36% | Q4 2025 | Jan 30, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 6,210 | 765 | 0.17% | 0.05% | 169 | +4,480 | 258.96% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 6,000 | 739 | 0.0% | 0.02% | 170 | -10,000 | -62.5% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,936 | 731 | 0.0% | 0.0% | 171 | +2,636 | 79.88% | Q4 2025 | Feb 06, 2026 |
| CREDIT AGRICOLE S A | History | No change | 5,881 | 724 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | New | 5,837 | 719 | 0.06% | — | 173 | +5,837 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,697 | 701 | 0.0% | 0.0% | 174 | -232 | -3.91% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,500 | 677 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,444 | 671 | 0.0% | 0.0% | 176 | -67 | -1.22% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,426 | 668 | 0.01% | 0.01% | 177 | +1,373 | 33.88% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 5,409 | 666 | 0.0% | 0.0% | 178 | +339 | 6.69% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 5,371 | 661 | 0.0% | 0.0% | 179 | +165 | 3.17% | Q4 2025 | Feb 06, 2026 |
| Freestone Grove Partners LP | History | New | 5,045 | 621 | 0.0% | — | 180 | +5,045 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,970 | 612 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,503 | 557 | 0.0% | 0.0% | 182 | +301 | 7.16% | Q4 2025 | Mar 09, 2026 |
| Convergence Financial, LLC | History | Reduced | 4,485 | 552 | 0.08% | 0.11% | 183 | -35 | -0.77% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 4,440 | 546 | 0.02% | 0.03% | 184 | +2 | 0.05% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,414 | 543 | 0.07% | — | 185 | +4,414 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,344 | 535 | 0.0% | 0.0% | 186 | -63 | -1.43% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | Reduced | 4,331 | 533 | 0.0% | 0.0% | 187 | -191 | -4.22% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 4,307 | 530 | 0.0% | 0.0% | 188 | +1,462 | 51.39% | Q4 2025 | Jan 30, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 4,307 | 530 | 0.19% | 0.24% | 189 | +65 | 1.53% | Q4 2025 | Feb 09, 2026 |
| Caprock Group, LLC | History | Reduced | 4,262 | 525 | 0.01% | 0.02% | 190 | -691 | -13.95% | Q4 2025 | Jan 28, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,056 | 499 | 0.01% | 0.01% | 191 | +61 | 1.53% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,985 | 490 | 0.0% | 0.0% | 192 | +72 | 1.84% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,832 | 472 | 0.0% | 0.0% | 193 | +381 | 11.04% | Q4 2025 | Jan 29, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 3,700 | 455 | 0.36% | 0.68% | 194 | -1,800 | -32.73% | Q4 2025 | Jan 23, 2026 |
| Verition Fund Management LLC | History | Reduced | 3,647 | 449 | 0.0% | 0.01% | 195 | -5,944 | -61.97% | Q4 2025 | Feb 13, 2026 |
| First National Advisers, LLC | History | Reduced | 3,592 | 442 | 0.06% | 0.08% | 196 | -273 | -7.06% | Q4 2025 | Feb 04, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,554 | 437 | 0.02% | — | 197 | +3,554 | New | Q4 2025 | Feb 04, 2026 |
| Qtron Investments LLC | History | No change | 3,524 | 434 | 0.06% | 0.07% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,467 | 427 | 0.04% | — | 199 | +3,467 | New | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,437 | 423 | 0.0% | 0.0% | 200 | -108 | -3.05% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | New | 3,405 | 419 | 0.01% | — | 201 | +3,405 | New | Q4 2025 | Jan 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,404 | 419 | 0.0% | 0.0% | 202 | +1,995 | 141.59% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,387 | 417 | 0.01% | 0.01% | 203 | +1,837 | 118.52% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,179 | 391 | 0.0% | 0.01% | 204 | +67 | 2.15% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,162 | 389 | 0.0% | 0.01% | 205 | -371 | -10.5% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | Added to | 3,043 | 374 | 0.03% | 0.03% | 206 | +274 | 9.9% | Q4 2025 | Jan 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,020 | 372 | 0.01% | 0.01% | 208 | -187 | -5.83% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,019 | 372 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | New | 3,011 | 370 | 0.1% | — | 209 | +3,011 | New | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | New | 2,983 | 367 | 0.0% | — | 210 | +2,983 | New | Q4 2025 | Feb 17, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,970 | 366 | 0.02% | 0.03% | 211 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Added to | 2,413 | 358 | 0.0% | 0.0% | 212 | +57 | 2.42% | Q4 2025 | Feb 10, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 2,873 | 353 | 0.0% | 0.0% | 213 | +116 | 4.21% | Q4 2025 | Jan 27, 2026 |
| ALPS ADVISORS INC | History | Added to | 2,857 | 351 | 0.0% | 0.0% | 214 | +32 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | Added to | 2,726 | 336 | 0.01% | 0.0% | 215 | +1,965 | 258.21% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,710 | 333 | 0.0% | 0.0% | 216 | +2,605 | 2480.95% | Q4 2025 | Feb 18, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 2,702 | 332 | 0.0% | 0.0% | 217 | -4 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,654 | 326 | 0.0% | 0.0% | 218 | +43 | 1.65% | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 2,578 | 317 | 0.02% | 0.03% | 219 | +37 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Planning LLC | History | No change | 2,564 | 315 | 0.1% | 0.12% | 220 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,515 | 314 | 0.0% | 0.0% | 221 | -114 | -4.34% | Q4 2025 | Jan 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,519 | 310 | 0.01% | 0.01% | 222 | -63 | -2.44% | Q4 2025 | Feb 18, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 2,500 | 307 | 0.12% | 0.15% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 2,471 | 304 | 0.01% | 0.02% | 224 | -69 | -2.72% | Q4 2025 | Feb 04, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 2,468 | 304 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 2,456 | 302 | 0.08% | 0.19% | 226 | -1,986 | -44.71% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,393 | 294 | 0.0% | — | 227 | +2,393 | New | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,374 | 292 | 0.03% | — | 228 | +2,374 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,307 | 284 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,294 | 282 | 0.0% | 0.0% | 230 | -132 | -5.44% | Q4 2025 | Feb 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 2,260 | 278 | 0.0% | 0.0% | 231 | +206 | 10.03% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,228 | 274 | 0.0% | 0.0% | 232 | +1,297 | 139.31% | Q4 2025 | Feb 06, 2026 |
| Aristides Capital LLC | History | Reduced | 2,194 | 270 | 0.05% | 0.32% | 233 | -12,231 | -84.79% | Q4 2025 | Feb 26, 2026 |
| XPONANCE LLC | History | Added to | 2,183 | 268 | 0.0% | 0.0% | 234 | +8 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 2,071 | 255 | 0.0% | — | 235 | +2,071 | New | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,059 | 253 | 0.01% | 0.01% | 236 | +463 | 29.01% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,046 | 252 | 0.0% | 0.0% | 237 | -54 | -2.57% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 2,005 | 246 | 0.01% | 0.03% | 239 | -895 | -30.86% | Q4 2025 | Feb 13, 2026 |
| Radnor Capital Management, LLC | History | No change | 2,000 | 246 | 0.04% | 0.05% | 238 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Liontrust Investment Partners LLP | History | Added to | 1,973 | 243 | 0.0% | 0.0% | 240 | +136 | 7.4% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,943 | 239 | 0.0% | 0.0% | 241 | +18 | 0.94% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,922 | 236 | 0.0% | 0.0% | 242 | -3,500 | -64.55% | Q4 2025 | Feb 12, 2026 |
| Fieldview Capital Management, LLC | History | New | 1,887 | 232 | 0.04% | — | 243 | +1,887 | New | Q4 2025 | Feb 13, 2026 |
| SUMMITRY LLC | History | Added to | 1,837 | 226 | 0.01% | 0.01% | 244 | +279 | 17.91% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 1,827 | 225 | 0.0% | — | 245 | +1,827 | New | Q4 2025 | Feb 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 1,800 | 221 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 1,740 | 218 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,730 | 213 | 0.0% | — | 248 | +1,730 | New | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | New | 1,650 | 203 | 0.0% | — | 249 | +1,650 | New | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,457 | 179 | 0.0% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,313 | 161 | 0.0% | 0.0% | 251 | +768 | 140.92% | Q4 2025 | Mar 16, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,208 | 148 | 0.0% | 0.08% | 252 | -16,511 | -93.18% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,140 | 140 | 0.0% | 0.01% | 253 | -2 | -0.18% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,134 | 139 | 0.0% | 0.0% | 254 | -3 | -0.26% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Added to | 1,102 | 135 | 0.01% | 0.0% | 256 | +893 | 427.27% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,102 | 135 | 0.0% | 0.0% | 255 | -161 | -12.75% | Q4 2025 | Jan 16, 2026 |
| Camelot Portfolios, LLC | History | New | 1,060 | 130 | 0.08% | — | 257 | +1,060 | New | Q4 2025 | Jan 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,054 | 129 | 0.03% | 0.0% | 258 | +1,004 | 2008.0% | Q4 2025 | Mar 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 981 | 120 | 0.0% | 0.0% | 259 | +111 | 12.76% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 935 | 115 | 0.0% | 0.0% | 260 | +920 | 6133.33% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 894 | 110 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 827 | 101 | 0.01% | 0.01% | 262 | +86 | 11.61% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 807 | 99 | 0.0% | 0.0% | 263 | +396 | 96.35% | Q4 2025 | Jan 23, 2026 |
| STRS OHIO | History | Reduced | 800 | 98 | 0.0% | 0.0% | 264 | -2,400 | -75.0% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Reduced | 750 | 93 | 0.05% | 0.08% | 265 | -178 | -19.18% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 747 | 92 | 0.01% | 0.01% | 266 | +1 | 0.13% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 635 | 78 | 0.01% | — | 267 | +635 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 615 | 75 | 0.02% | 0.0% | 268 | +590 | 2360.0% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | New | 604 | 74 | 0.0% | — | 269 | +604 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 531 | 65 | 0.0% | 0.0% | 270 | -362 | -40.54% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 494 | 60 | 0.0% | 0.0% | 271 | -22,414 | -97.84% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 484 | 59 | 0.01% | — | 272 | +484 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 453 | 55 | 0.0% | 0.0% | 273 | +36 | 8.63% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 439 | 54 | 0.0% | 0.0% | 274 | -3 | -0.68% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 425 | 53 | 0.0% | 0.0% | 275 | +53 | 14.25% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 428 | 52 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | New | 392 | 48 | 0.0% | — | 277 | +392 | New | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 399 | 47 | 0.04% | — | 278 | +399 | New | Q4 2025 | Mar 02, 2026 |
| CWM, LLC | History | Added to | 376 | 46 | 0.0% | 0.0% | 279 | +73 | 24.09% | Q4 2025 | Jan 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 344 | 42 | 0.0% | 0.0% | 280 | +107 | 45.15% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 320 | 39 | 0.0% | 0.0% | 281 | +79 | 32.78% | Q4 2025 | Jan 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 306 | 37 | 0.01% | 0.02% | 282 | +62 | 25.41% | Q4 2025 | Jan 22, 2026 |
| Miller Capital Partners, Inc. | History | New | 300 | 36 | 0.02% | — | 283 | +300 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 272 | 33 | 0.0% | — | 284 | +272 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 261 | 32 | 0.0% | 0.0% | 286 | +11 | 4.4% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 262 | 32 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 257 | 31 | 0.0% | 0.0% | 287 | +21 | 8.9% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 249 | 30 | 0.0% | 0.0% | 288 | +75 | 43.1% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 232 | 28 | 0.0% | 0.0% | 289 | -118 | -33.71% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 184 | 22 | 0.0% | 0.0% | 291 | -714 | -79.51% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 183 | 22 | 0.0% | 0.0% | 292 | -103 | -36.01% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 179 | 22 | 0.0% | 0.0% | 290 | +14 | 8.48% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 173 | 21 | 0.0% | 0.0% | 294 | +162 | 1472.73% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 178 | 21 | 0.0% | 0.0% | 293 | +10 | 5.95% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 151 | 18 | 0.0% | 0.0% | 296 | -31 | -17.03% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 148 | 18 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Torren Management, LLC | History | New | 142 | 17 | 0.01% | — | 297 | +142 | New | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 124 | 15 | 0.0% | — | 298 | +124 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 110 | 14 | 0.0% | 0.0% | 299 | +17 | 18.28% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 114 | 14 | 0.0% | 0.0% | 300 | +15 | 15.15% | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 101 | 12 | 0.0% | 0.0% | 302 | -59 | -36.88% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 12 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 85 | 10 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 65 | 8 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 60 | 7 | 0.0% | 0.0% | 305 | +16 | 36.36% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Added to | 49 | 6 | 0.0% | 0.0% | 307 | +40 | 444.44% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 49 | 6 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 51 | 6 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 41 | 5 | 0.0% | 0.0% | 309 | -80 | -66.12% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 47 | 5 | 0.0% | — | 310 | +47 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 36 | 4 | 0.0% | — | 312 | +36 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 35 | 4 | 0.0% | 0.0% | 311 | +18 | 105.88% | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | New | 26 | 3 | 0.0% | — | 315 | +26 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 29 | 3 | 0.0% | 0.0% | 313 | +9 | 45.0% | Q4 2025 | Jan 14, 2026 |
| High Note Wealth, LLC | History | Added to | 29 | 3 | 0.0% | 0.0% | 314 | +3 | 11.54% | Q4 2025 | Feb 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 27 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 21 | 2 | 0.0% | 0.0% | 319 | -18 | -46.15% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | New | 17 | 2 | 0.0% | — | 318 | +17 | New | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 22 | 2 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Frazier Financial Advisors, LLC | History | New | 16 | 1 | 0.0% | — | 324 | +16 | New | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9 | 1 | 0.0% | 0.0% | 320 | -5 | -35.71% | Q4 2025 | Jan 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 11 | 1 | 0.0% | 0.0% | 323 | +2 | 22.22% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 10 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -196,526 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -150,069 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,814 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -18,360 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,554 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,830 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,517 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,696 | -100.0% | Q3 2025 | Nov 19, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,566 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Haverford Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,690 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,663 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,639 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,609 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -1,581 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Violich Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,580 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,503 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.08% | — | -1,492 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.35% | — | -1,408 | -100.0% | Q3 2025 | Oct 22, 2025 |
| INTRUST BANK NA | History | Closed out | 0 | 0 | — | 0.02% | — | -1,407 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,373 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,304 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,299 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,294 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -622 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -259 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -72 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Versant Capital Management, Inc | History | Reduced | 8 | 0 | — | 0.0% | — | -28 | -77.78% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Carolina Wealth Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Manchester Capital Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 4 | 0 | — | — | — | -4 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -3 | -30.0% | Q4 2025 | Feb 09, 2026 |
| Nemes Rush Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Park Place Capital Corp | History | No change | 8 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |