Driven Brands Holdings Inc. - DRVN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 5,851,225 | 86,715 | 0.0% | 0.0% | 1 | +288,759 | 5.19% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 5,474,323 | 81,129 | 0.0% | 0.0% | 2 | +1,566,952 | 40.1% | Q4 2025 | Feb 17, 2026 |
| HG Vora Capital Management, LLC | History | Reduced | 5,250,000 | 77,805 | 29.38% | 12.22% | 3 | -350,000 | -6.25% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | No change | 5,000,261 | 74,103 | 0.2% | 0.21% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 4,671,573 | 69,232 | 0.0% | 0.0% | 5 | +51,091 | 1.11% | Q4 2025 | Feb 12, 2026 |
| North Peak Capital Management, LLC | History | Added to | 3,990,850 | 59,144 | 5.03% | 4.1% | 6 | +1,083,896 | 37.29% | Q4 2025 | Feb 13, 2026 |
| Emeth Value Capital, LLC | History | Added to | 3,846,166 | 57,000 | 70.35% | 51.13% | 7 | +582,255 | 17.84% | Q4 2025 | Jan 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,826,160 | 56,703 | 0.01% | 0.01% | 8 | +491,919 | 14.75% | Q4 2025 | Mar 25, 2026 |
| Boston Partners | History | Added to | 3,426,388 | 50,782 | 0.05% | 0.0% | 9 | +3,181,812 | 1300.95% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,234,369 | 47,933 | 0.0% | 0.0% | 10 | +86,281 | 2.74% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,477,179 | 36,711 | 0.02% | 0.02% | 11 | +209,883 | 9.26% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,161,642 | 32,038 | 0.01% | 0.01% | 12 | +354,540 | 19.62% | Q4 2025 | Feb 12, 2026 |
| Simcoe Capital Management, LLC | History | No change | 2,104,955 | 31,195 | 5.58% | 4.92% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| One Fin Capital Management LP | History | Added to | 1,640,000 | 24,304 | 7.87% | 8.42% | 14 | +50,000 | 3.14% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,536,036 | 22,767 | 0.0% | 0.0% | 15 | -22,014 | -1.41% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 1,357,390 | 20,116 | 0.0% | 0.0% | 16 | -29,289 | -2.11% | Q4 2025 | Feb 13, 2026 |
| Ararat Capital Management LP | History | Added to | 1,269,989 | 18,821 | 9.27% | 9.48% | 17 | +172,275 | 15.69% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,263,464 | 18,724 | 0.01% | 0.01% | 18 | +428,499 | 51.32% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,198,448 | 17,761 | 0.0% | 0.0% | 19 | +577,899 | 93.13% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,066,484 | 15,805 | 0.0% | 0.0% | 20 | +20,032 | 1.91% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 971,109 | 14,391 | 0.01% | 0.01% | 21 | +189,071 | 24.18% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 691,129 | 10,242 | 0.01% | 0.0% | 22 | +456,947 | 195.12% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 628,991 | 9,321 | 0.0% | 0.0% | 23 | +397,137 | 171.29% | Q4 2025 | Jan 29, 2026 |
| Norwood Investment Partners, LP | History | Added to | 570,000 | 8,447 | 9.51% | 3.32% | 24 | +330,562 | 138.06% | Q4 2025 | Feb 17, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | New | 560,000 | 8,299 | 1.33% | — | 25 | +560,000 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 544,689 | 8,072 | 0.0% | 0.0% | 26 | -10,874 | -1.96% | Q4 2025 | Feb 17, 2026 |
| Elgethun Capital Management | History | Added to | 532,535 | 7,892 | 1.36% | 1.48% | 27 | +18,556 | 3.61% | Q4 2025 | Feb 10, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 523,200 | 7,753 | 0.27% | 0.31% | 28 | -34,000 | -6.1% | Q4 2025 | Jan 27, 2026 |
| GRIZZLYROCK CAPITAL, LLC | History | Reduced | 520,688 | 7,716 | 5.78% | 7.65% | 29 | -90,610 | -14.82% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 501,329 | 7,429 | 0.0% | 0.0% | 30 | +782 | 0.16% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 485,000 | 7,187 | 0.01% | 11.59% | 31 | +330,000 | 212.9% | Q4 2025 | Feb 17, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | No change | 382,167 | 5,733 | 2.5% | 2.63% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| III Capital Management | History | Added to | 330,625 | 4,899 | 0.72% | 1.14% | 33 | +35,000 | 11.84% | Q4 2025 | Feb 17, 2026 |
| Western Standard LLC | History | Reduced | 303,413 | 4,496 | 2.07% | 3.31% | 34 | -390,000 | -56.24% | Q4 2025 | Feb 03, 2026 |
| Seven Six Capital Management, LLC | History | Added to | 294,000 | 4,357 | 4.38% | 3.39% | 35 | +80,300 | 37.58% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 266,852 | 3,954 | 0.0% | 0.0% | 36 | +17,102 | 6.85% | Q4 2025 | Feb 10, 2026 |
| Blackstone Inc. | History | New | 250,705 | 3,715 | 0.01% | — | 37 | +250,705 | New | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | No change | 247,600 | 3,669 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 236,810 | 3,509 | 0.01% | 0.05% | 39 | -935,993 | -79.81% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 224,595 | 3,328 | 0.01% | 0.02% | 40 | -104,096 | -31.67% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 219,512 | 3,253 | 0.01% | 0.01% | 41 | +31,970 | 17.05% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 195,575 | 2,898 | 0.0% | 0.0% | 42 | +86,316 | 79.0% | Q4 2025 | Feb 17, 2026 |
| FLAX POND CAPITAL, LLC | History | New | 190,600 | 2,824 | 2.1% | — | 43 | +190,600 | New | Q4 2025 | Mar 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 178,776 | 2,649 | 0.0% | 0.0% | 44 | +1,665 | 0.94% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 163,591 | 2,424 | 0.01% | — | 45 | +163,591 | New | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 162,252 | 2,404 | 0.0% | 0.0% | 46 | +125,252 | 338.52% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 153,072 | 2,268 | 0.0% | 0.0% | 47 | -623,193 | -80.28% | Q4 2025 | Feb 12, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 146,201 | 2,166 | 0.27% | 1.41% | 48 | -519,552 | -78.04% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 145,252 | 2,152 | 0.0% | 0.0% | 49 | +18,717 | 14.79% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 132,295 | 1,960 | 0.0% | 0.0% | 50 | -2,500 | -1.85% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 129,700 | 1,922 | 0.0% | 0.0% | 51 | +2,400 | 1.89% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 128,257 | 1,900 | 0.0% | 0.0% | 52 | +6,568 | 5.4% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 119,488 | 1,770 | 0.0% | 0.0% | 53 | +7,692 | 6.88% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 116,957 | 1,733 | 0.0% | 0.0% | 54 | +97,879 | 513.05% | Q4 2025 | Jan 09, 2026 |
| Atom Investors LP | History | New | 113,782 | 1,686 | 0.13% | — | 55 | +113,782 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 112,633 | 1,669 | 0.0% | 0.0% | 56 | -3,835 | -3.29% | Q4 2025 | Feb 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 103,020 | 1,526 | 0.0% | 0.0% | 57 | -916 | -0.88% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 97,045 | 1,438 | 0.02% | — | 58 | +97,045 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 96,858 | 1,435 | 0.0% | 0.0% | 59 | -64,290 | -39.9% | Q4 2025 | Feb 12, 2026 |
| Cinctive Capital Management LP | History | Added to | 89,957 | 1,333 | 0.07% | 0.06% | 60 | +14,314 | 18.92% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 85,608 | 1,268 | 0.04% | — | 61 | +85,608 | New | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | New | 81,921 | 1,214 | 0.11% | — | 62 | +81,921 | New | Q4 2025 | Feb 17, 2026 |
| Pullen Investment Management, LLC | History | New | 80,894 | 1,198 | 0.63% | — | 63 | +80,894 | New | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 77,777 | 1,153 | 0.0% | 0.0% | 64 | -5,196 | -6.26% | Q4 2025 | Feb 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 77,065 | 1,142 | 0.02% | 0.02% | 65 | +7,750 | 11.18% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 75,807 | 1,123 | 0.0% | 0.0% | 66 | -13,372 | -14.99% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 75,758 | 1,122 | 0.0% | 0.0% | 67 | -41,342 | -35.3% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 75,631 | 1,120 | 0.0% | 0.0% | 68 | -2,200 | -2.83% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 71,736 | 1,062 | 0.0% | 0.0% | 69 | +812 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 71,030 | 1,052 | 0.02% | 0.01% | 70 | +6,977 | 10.89% | Q4 2025 | Feb 17, 2026 |
| DBA TRADING, LLC | History | New | 70,000 | 1,037 | 0.67% | — | 71 | +70,000 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 68,420 | 1,013 | 0.0% | 0.0% | 72 | -8,631 | -11.2% | Q4 2025 | Feb 09, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 67,851 | 1,005 | 0.07% | 0.08% | 73 | -5,721 | -7.78% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 65,348 | 968 | 0.0% | 0.0% | 74 | +11,700 | 21.81% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 61,123 | 905 | 0.0% | 0.0% | 75 | -147,326 | -70.68% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 60,909 | 902 | 0.0% | 0.0% | 76 | -17,345 | -22.17% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 60,230 | 892 | 0.0% | 0.0% | 77 | -72 | -0.12% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 51,492 | 764 | 0.0% | 0.0% | 78 | +5,812 | 12.72% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 41,343 | 612 | 0.0% | 0.0% | 79 | +243 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 40,992 | 608 | 0.0% | 0.0% | 80 | -10,100 | -19.77% | Q4 2025 | Feb 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 38,126 | 565 | 0.03% | — | 81 | +38,126 | New | Q4 2025 | Feb 12, 2026 |
| AXQ CAPITAL, LP | History | New | 36,490 | 540 | 0.12% | — | 82 | +36,490 | New | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 36,437 | 539 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 35,436 | 525 | 0.04% | — | 84 | +35,436 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 34,371 | 509 | 0.0% | 0.0% | 85 | -4,460 | -11.49% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 34,048 | 499 | 0.02% | 0.02% | 86 | -1,815 | -5.06% | Q4 2025 | Jan 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 31,499 | 466 | 0.0% | — | 87 | +31,499 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 31,165 | 461 | 0.01% | — | 88 | +31,165 | New | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 29,861 | 442 | 0.0% | 0.0% | 89 | -130 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 28,341 | 420 | 0.0% | 0.0% | 90 | +14,757 | 108.64% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 27,737 | 411 | 0.0% | 0.0% | 91 | -18 | -0.06% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 25,268 | 374 | 0.01% | 0.05% | 92 | -32,189 | -56.02% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | New | 25,193 | 373 | 0.01% | — | 93 | +25,193 | New | Q4 2025 | Feb 09, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 24,714 | 367 | 0.08% | 0.09% | 94 | -8,876 | -26.42% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 24,674 | 365 | 0.0% | 0.0% | 95 | -9,563 | -27.93% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 24,158 | 358 | 0.01% | — | 96 | +24,158 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 24,000 | 355 | 0.0% | 0.0% | 97 | -44,900 | -65.17% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 23,121 | 342 | 0.0% | 0.0% | 98 | -6,724 | -22.53% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 22,585 | 335 | 0.0% | 0.0% | 99 | +9,687 | 75.1% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | No change | 21,390 | 317 | 0.0% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 19,620 | 290 | 0.0% | 0.0% | 102 | +1,458 | 8.03% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 19,576 | 290 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 19,426 | 287 | 0.0% | 0.0% | 103 | -148,856 | -88.46% | Q4 2025 | Feb 13, 2026 |
| Platform Technology Partners | History | Reduced | 19,000 | 281 | 0.06% | 0.07% | 104 | -72 | -0.38% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 18,819 | 278 | 0.0% | — | 105 | +18,819 | New | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 18,237 | 270 | 0.0% | 0.0% | 106 | -1,196 | -6.15% | Q4 2025 | Jan 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,891 | 265 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 16,605 | 246 | 0.01% | 0.01% | 108 | +9 | 0.05% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,555 | 245 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 16,511 | 244 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 16,122 | 238 | 0.0% | 0.0% | 111 | -43,396 | -72.91% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | New | 15,974 | 236 | 0.0% | — | 112 | +15,974 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 15,547 | 230 | 0.0% | 0.0% | 113 | +4,840 | 45.2% | Q4 2025 | Jan 26, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,049 | 223 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 14,394 | 213 | 0.0% | 0.0% | 115 | -34,283 | -70.43% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 14,042 | 208 | 0.01% | 0.02% | 117 | -8,091 | -36.56% | Q4 2025 | Feb 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,100 | 208 | 0.0% | 0.0% | 116 | +700 | 5.22% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,886 | 207 | 0.0% | 0.0% | 118 | +3,798 | 37.65% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,462 | 199 | 0.0% | 0.0% | 119 | +946 | 7.56% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | New | 13,148 | 194 | 0.0% | — | 120 | +13,148 | New | Q4 2025 | Feb 11, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 12,085 | 179 | 0.0% | — | 121 | +12,085 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 11,419 | 169 | 0.0% | — | 122 | +11,419 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,208 | 166 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,103 | 164 | 0.02% | — | 124 | +11,103 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,975 | 162 | 0.0% | 0.0% | 125 | +10,659 | 3373.1% | Q4 2025 | Mar 16, 2026 |
| ProShare Advisors LLC | History | Added to | 10,917 | 161 | 0.0% | 0.0% | 126 | +701 | 6.86% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 10,740 | 159 | 0.0% | 0.0% | 127 | +309 | 2.96% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | New | 10,488 | 155 | 0.0% | — | 128 | +10,488 | New | Q4 2025 | Jan 26, 2026 |
| ARS Investment Partners, LLC | History | New | 10,000 | 148 | 0.01% | — | 129 | +10,000 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 8,967 | 132 | 0.0% | 0.0% | 130 | -1,559 | -14.81% | Q4 2025 | Feb 03, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 8,727 | 129 | 0.0% | 0.0% | 131 | +2,040 | 30.51% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 8,656 | 128 | 0.0% | 0.0% | 132 | -20,050 | -69.85% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,942 | 102 | 0.0% | 0.0% | 133 | +227 | 3.38% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,051 | 74 | 0.0% | 0.0% | 134 | -4,644 | -47.9% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,991 | 73 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 3,822 | 56 | 0.0% | 0.0% | 136 | +3,558 | 1347.73% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,184 | 47 | 0.0% | 0.0% | 137 | -19 | -0.59% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 2,933 | 43 | 0.0% | 0.0% | 138 | +2,249 | 328.8% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,578 | 38 | 0.0% | 0.0% | 139 | +510 | 24.66% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,473 | 36 | 0.0% | 0.0% | 141 | -5,225 | -67.87% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,447 | 36 | 0.0% | 0.0% | 140 | -22 | -0.89% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,386 | 35 | 0.0% | — | 142 | +2,386 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 2,281 | 33 | 0.0% | 0.0% | 143 | -5,037 | -68.83% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,940 | 28 | 0.0% | 0.06% | 144 | -79,179 | -97.61% | Q4 2025 | Feb 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,877 | 28 | 0.0% | 0.0% | 145 | -271 | -12.62% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,502 | 22 | 0.0% | 0.0% | 146 | +99 | 7.06% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 1,390 | 20 | 0.0% | — | 148 | +1,390 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 1,362 | 20 | 0.0% | — | 147 | +1,362 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,332 | 19 | 0.0% | 0.0% | 149 | +64 | 5.05% | Q4 2025 | Jan 05, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 956 | 14 | 0.0% | — | 150 | +956 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 878 | 13 | 0.0% | 0.0% | 151 | -15 | -1.68% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 865 | 12 | 0.0% | — | 152 | +851 | 6078.57% | Q4 2025 | Jan 21, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 806 | 11 | 0.0% | 0.0% | 153 | -1,692 | -67.73% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 782 | 11 | 0.0% | 0.0% | 154 | +19 | 2.49% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | No change | 770 | 11 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 679 | 10 | 0.0% | 0.0% | 156 | -87 | -11.36% | Q4 2025 | Jan 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 664 | 9 | 0.0% | — | 158 | +664 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 658 | 9 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 566 | 8 | 0.0% | 0.0% | 160 | +163 | 40.45% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 620 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 420 | 6 | 0.0% | — | 162 | +420 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 470 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | New | 357 | 5 | 0.0% | — | 165 | +357 | New | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 397 | 5 | 0.0% | 0.0% | 164 | +252 | 173.79% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 400 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 309 | 4 | 0.0% | 0.0% | 170 | -3,029 | -90.74% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 298 | 4 | 0.0% | — | 167 | +298 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 291 | 4 | 0.0% | — | 169 | +291 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 329 | 4 | 0.0% | 0.0% | 168 | -43 | -11.56% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 301 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 155 | 2 | 0.0% | 0.0% | 173 | -185 | -54.41% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Reduced | 150 | 2 | 0.0% | 0.0% | 172 | -55 | -26.83% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 193 | 2 | 0.0% | 0.0% | 171 | +48 | 33.1% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 175 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | Reduced | 110 | 1 | 0.0% | 0.01% | 175 | -27,711 | -99.6% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 125 | 1 | 0.0% | — | 177 | +125 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 115 | 1 | 0.0% | 0.0% | 179 | +35 | 43.75% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 83 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | No change | 124 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.23% | — | -578,892 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 1.82% | — | -200,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153,604 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.02% | — | -151,081 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -147,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -97,085 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.09% | — | -85,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,482 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -56,755 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -51,353 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -50,642 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,516 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -45,640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,237 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -38,654 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,640 | -100.0% | Q3 2025 | Oct 03, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,530 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,926 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,553 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,725 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -18,366 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,889 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,228 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.19% | — | -14,850 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,767 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,371 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -5,231 | -100.0% | Q3 2025 | Oct 27, 2025 |
| True Wealth Design, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -706 | -98.06% | Q4 2025 | Jan 08, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -486 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -347 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Root Financial Partners, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -179 | -98.35% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -58 | -75.32% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Blue Trust, Inc. | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 10 | 0 | — | — | — | -33 | -76.74% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 4 | 0 | — | — | — | -16 | -80.0% | Q4 2025 | Feb 20, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 6 | 0 | — | — | — | -10 | -62.5% | Q4 2025 | Jan 16, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parkside Financial Bank & Trust | History | Added to | 40 | 0 | — | — | — | +5 | 14.29% | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |