DT Midstream, Inc. - DTM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 81 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 | Reduced | 11,078,802 | 1,325,911 | 0.02% | 0.02% | 1 | -196,872 | -1.75% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 10,840,692 | 1,297,413 | 0.02% | 0.02% | 2 | +203,203 | 1.91% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,194,831 | 384,936 | 0.01% | 0.01% | 3 | -4,504 | -0.14% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 3,090,365 | 369,854 | 0.12% | 0.11% | 4 | +200,114 | 6.92% | Q4 2025 | Feb 11, 2026 |
| 59 North Capital Management, LP | History | Reduced | 3,050,320 | 365,062 | 11.36% | 10.83% | 5 | -23,761 | -0.77% | Q4 2025 | Feb 17, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 2,980,945 | 356,759 | 4.54% | 3.93% | 6 | +285,770 | 10.6% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,782,736 | 333,045 | 0.25% | 0.23% | 7 | -14,357 | -0.51% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,624,612 | 314,123 | 0.07% | 0.06% | 8 | -43,835 | -1.64% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,576,942 | 308,408 | 0.04% | 0.04% | 9 | -300,911 | -10.46% | Q4 2025 | Mar 25, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,407,612 | 288,190 | 0.02% | 0.02% | 10 | +106,533 | 4.63% | Q4 2025 | Feb 09, 2026 |
| Blackstone Inc. | History | Added to | 2,230,647 | 266,963 | 1.05% | 1.0% | 11 | +30,719 | 1.4% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,433,878 | 171,606 | 0.03% | 0.02% | 12 | +78,485 | 5.79% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Added to | 1,249,418 | 149,530 | 0.03% | 0.03% | 13 | +317 | 0.03% | Q4 2025 | Feb 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 1,127,338 | 134,919 | 1.1% | 0.9% | 14 | +17,891 | 1.61% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,045,754 | 125,155 | 0.02% | 0.02% | 15 | +47,030 | 4.71% | Q4 2025 | Feb 19, 2026 |
| Merewether Investment Management, LP | History | Added to | 1,042,600 | 124,778 | 2.87% | 2.71% | 16 | +42,000 | 4.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,041,197 | 124,610 | 0.01% | 0.01% | 17 | +74,355 | 7.69% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,023,361 | 122,475 | 0.18% | 0.19% | 18 | -39,789 | -3.74% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 966,869 | 115,714 | 0.01% | — | 19 | +966,869 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 888,664 | 106,355 | 0.02% | 0.02% | 20 | -95,382 | -9.69% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 881,267 | 105,470 | 0.01% | 0.01% | 21 | -33,271 | -3.64% | Q4 2025 | Feb 17, 2026 |
| TrinityBridge Ltd | History | New | 881,000 | 105,438 | 2.34% | — | 22 | +881,000 | New | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 863,526 | 103,346 | 2.35% | 2.15% | 23 | -3,465 | -0.4% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 772,879 | 92,498 | 0.01% | 0.01% | 24 | -6,619 | -0.85% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 769,721 | 92,120 | 0.02% | 0.02% | 25 | -98,210 | -11.32% | Q4 2025 | Feb 11, 2026 |
| REAVES W H & CO INC | History | Added to | 762,753 | 91,286 | 1.6% | 1.4% | 26 | +65,327 | 9.37% | Q4 2025 | Feb 10, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 749,300 | 89,676 | 5.14% | 4.36% | 27 | +70,000 | 10.3% | Q4 2025 | Jan 27, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 694,476 | 83,114 | 0.09% | 0.16% | 28 | -163,826 | -19.09% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 667,367 | 79,870 | 0.11% | 0.05% | 29 | +383,920 | 135.45% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 663,065 | 79,355 | 0.01% | 0.01% | 30 | -76,069 | -10.29% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 652,634 | 78,107 | 0.0% | 0.01% | 31 | -219,002 | -25.13% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 650,077 | 77,801 | 0.18% | 0.19% | 32 | -97,704 | -13.07% | Q4 2025 | Jan 30, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 562,615 | 67,333 | 0.34% | 0.32% | 33 | -5,830 | -1.03% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 528,575 | 63,259 | 0.01% | 0.01% | 34 | +44,233 | 9.13% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 528,472 | 63,248 | 0.07% | 0.06% | 35 | +59,067 | 12.58% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 513,541 | 61,462 | 0.03% | 0.03% | 36 | +13,212 | 2.64% | Q4 2025 | Feb 02, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 510,282 | 61,070 | 0.08% | 0.08% | 37 | -81,584 | -13.78% | Q4 2025 | Feb 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 494,411 | 59,171 | 2.19% | 2.19% | 38 | -11,060 | -2.19% | Q4 2025 | Jan 28, 2026 |
| Energy Income Partners, LLC | History | Reduced | 425,669 | 50,944 | 0.92% | 2.19% | 39 | -580,365 | -57.69% | Q4 2025 | Feb 17, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 394,724 | 47,266 | 0.74% | 0.34% | 40 | +211,471 | 115.4% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 390,100 | 46,687 | 0.09% | 0.02% | 41 | +296,700 | 317.67% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 383,668 | 45,917 | 0.08% | 0.07% | 42 | +443 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Reduced | 369,738 | 44,250 | 0.09% | 0.14% | 43 | -184,321 | -33.27% | Q4 2025 | Feb 17, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 369,048 | 44,167 | 0.5% | 0.58% | 44 | -83,749 | -18.5% | Q4 2025 | Jan 26, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 367,901 | 44,030 | 0.27% | 0.05% | 45 | +296,348 | 414.17% | Q4 2025 | Feb 17, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 353,786 | 42,341 | 3.13% | 3.05% | 46 | +1,768 | 0.5% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 347,595 | 41,601 | 0.03% | 0.04% | 47 | -180,900 | -34.23% | Q4 2025 | Feb 19, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 332,146 | 39,751 | 0.03% | 0.02% | 48 | +44,743 | 15.57% | Q4 2025 | Feb 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 329,868 | 39,479 | 1.92% | 1.91% | 49 | -8,342 | -2.47% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 318,169 | 38,078 | 0.01% | 0.01% | 50 | +26,623 | 9.13% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 315,200 | 37,723 | 0.07% | 0.08% | 51 | -41,342 | -11.6% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 285,239 | 34,137 | 0.12% | 0.13% | 52 | +20,059 | 7.56% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 280,068 | 33,518 | 0.03% | 0.03% | 53 | -3,421 | -1.21% | Q4 2025 | Feb 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Added to | 279,940 | 33,503 | 1.38% | 1.29% | 54 | +721 | 0.26% | Q4 2025 | Jan 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 273,885 | 32,778 | 0.02% | 0.02% | 55 | -61,633 | -18.37% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Reduced | 270,145 | 32,330 | 0.12% | 0.14% | 56 | -36,684 | -11.96% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 253,942 | 30,391 | 0.08% | 0.07% | 57 | -1,332 | -0.52% | Q4 2025 | Feb 24, 2026 |
| Focus Partners Wealth | History | Added to | 261,793 | 29,734 | 0.03% | 0.05% | 58 | +11,758 | 4.7% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 247,640 | 29,637 | 0.02% | 0.01% | 59 | +20,308 | 8.93% | Q4 2025 | Jan 30, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 245,257 | 29,352 | 0.66% | 0.61% | 60 | -13,338 | -5.16% | Q4 2025 | Jan 29, 2026 |
| Freestone Grove Partners LP | History | Added to | 244,914 | 29,311 | 0.21% | 0.1% | 61 | +131,411 | 115.78% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 243,921 | 29,192 | 0.01% | 0.01% | 62 | -46,718 | -16.07% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 242,426 | 29,013 | 0.09% | 0.09% | 63 | -806 | -0.33% | Q4 2025 | Jan 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 233,398 | 27,933 | 0.02% | 0.01% | 64 | +78,805 | 50.98% | Q4 2025 | Feb 11, 2026 |
| Fractal Investments LLC | History | No change | 230,999 | 27,645 | 3.86% | 3.77% | 65 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 230,486 | 27,584 | 0.01% | 0.01% | 66 | -14,333 | -5.85% | Q4 2025 | Feb 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 218,539 | 26,154 | 0.79% | 0.73% | 67 | +8,128 | 3.86% | Q4 2025 | Jan 27, 2026 |
| Jain Global LLC | History | New | 218,047 | 26,095 | 0.13% | — | 68 | +218,047 | New | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 210,012 | 25,134 | 0.09% | 0.07% | 69 | +18,129 | 9.45% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 208,392 | 24,940 | 0.01% | 0.01% | 70 | -101,824 | -32.82% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 207,422 | 24,824 | 0.01% | 0.01% | 71 | -61,386 | -22.84% | Q4 2025 | Feb 12, 2026 |
| Alyeska Investment Group, L.P. | History | New | 205,567 | 24,602 | 0.07% | — | 72 | +205,567 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 204,242 | 24,443 | 0.03% | 0.0% | 73 | +196,283 | 2466.18% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 201,441 | 24,108 | 0.14% | 0.14% | 74 | -15,886 | -7.31% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 200,300 | 23,971 | 0.01% | 0.01% | 75 | +3,400 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 198,434 | 23,748 | 0.09% | 0.11% | 76 | -37,367 | -15.85% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 170,062 | 20,353 | 0.0% | 0.01% | 77 | -74,710 | -30.52% | Q4 2025 | Feb 09, 2026 |
| COHEN & STEERS, INC. | History | Added to | 163,103 | 19,520 | 0.04% | 0.03% | 78 | +6,193 | 3.95% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 161,318 | 19,306 | 0.01% | 0.0% | 79 | +18,963 | 13.32% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 159,074 | 19,037 | 0.01% | 0.01% | 80 | +9,383 | 6.27% | Q4 2025 | Feb 18, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 149,740 | 17,920 | 0.64% | 0.6% | 81 | -3,500 | -2.28% | Q4 2025 | Jan 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 146,733 | 17,561 | 0.0% | 0.0% | 82 | +28,409 | 24.01% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 139,335 | 16,675 | 0.01% | 0.01% | 83 | -64,385 | -31.6% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 137,390 | 16,442 | 0.25% | 0.22% | 84 | +12,416 | 9.93% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 135,126 | 16,171 | 0.01% | 0.0% | 85 | +6,812 | 5.31% | Q4 2025 | Feb 17, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 121,450 | 14,535 | 0.44% | 0.39% | 86 | -28,350 | -18.93% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 111,439 | 13,349 | 0.0% | 0.0% | 87 | -13,341 | -10.69% | Q4 2025 | Feb 17, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 110,308 | 13,201 | 0.27% | 0.38% | 88 | -57,602 | -34.31% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 108,101 | 12,938 | 0.03% | 0.03% | 89 | -11,755 | -9.81% | Q4 2025 | Jan 30, 2026 |
| LMR Partners LLP | History | Added to | 102,901 | 12,315 | 0.02% | 0.01% | 90 | +89,633 | 675.56% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 100,920 | 12,078 | 0.0% | 0.0% | 91 | +16,113 | 19.0% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 100,629 | 12,043 | 0.25% | 0.24% | 92 | +1,524 | 1.54% | Q4 2025 | Feb 17, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 100,000 | 11,968 | 0.17% | — | 93 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 99,833 | 11,948 | 0.15% | 0.15% | 94 | -425 | -0.42% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 95,452 | 11,423 | 0.01% | 0.01% | 95 | -89 | -0.09% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 94,924 | 11,360 | 0.01% | — | 96 | +94,924 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 93,597 | 11,201 | 0.0% | — | 97 | +93,597 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 92,732 | 11,098 | 0.08% | 0.1% | 98 | -9,463 | -9.26% | Q4 2025 | Jan 14, 2026 |
| Man Group plc | History | Added to | 91,578 | 10,960 | 0.02% | 0.01% | 99 | +37,606 | 69.68% | Q4 2025 | Feb 17, 2026 |
| Aventail Capital Group, LP | History | Reduced | 88,112 | 10,545 | 0.61% | 0.59% | 100 | -24,974 | -22.08% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 84,449 | 10,106 | 0.02% | 0.02% | 101 | -6,650 | -7.3% | Q4 2025 | Feb 12, 2026 |
| Covalis Capital LLP | History | Reduced | 82,845 | 9,914 | 0.7% | 1.62% | 102 | -40,133 | -32.63% | Q4 2025 | Feb 17, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 82,347 | 9,855 | 0.16% | 0.22% | 103 | -32,494 | -28.29% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 80,699 | 9,659 | 0.0% | 0.0% | 104 | +1,775 | 2.25% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 80,701 | 9,658 | 0.0% | 0.0% | 105 | +17,071 | 26.83% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 75,783 | 9,069 | 0.01% | 0.01% | 106 | -5,207 | -6.43% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 71,109 | 8,510 | 0.01% | 0.0% | 107 | +19,250 | 37.12% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 70,998 | 8,497 | 0.02% | 0.0% | 108 | +53,621 | 308.57% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 67,125 | 8,033 | 0.17% | 0.15% | 109 | +423 | 0.63% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 64,882 | 7,765 | 0.01% | 0.01% | 110 | +12,696 | 24.33% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 62,986 | 7,538 | 0.01% | 0.01% | 111 | +36,722 | 139.82% | Q4 2025 | Jan 09, 2026 |
| Dorsey Wright & Associates | History | Reduced | 62,810 | 7,517 | 1.62% | 1.61% | 112 | -826 | -1.3% | Q4 2025 | Feb 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 61,750 | 7,390 | 0.01% | 0.01% | 113 | -1,200 | -1.91% | Q4 2025 | Feb 12, 2026 |
| RR Advisors, LLC | History | Added to | 61,733 | 7,388 | 2.31% | 1.52% | 114 | +4,733 | 8.3% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 60,477 | 7,237 | 0.0% | 0.01% | 115 | -44,101 | -42.17% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 55,825 | 6,681 | 0.01% | 0.01% | 116 | -3,772 | -6.33% | Q4 2025 | Feb 13, 2026 |
| Capital Innovations LLC | History | New | 54,239 | 6,491 | 1.85% | — | 117 | +54,239 | New | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 52,714 | 6,308 | 0.47% | 0.46% | 118 | -59 | -0.11% | Q4 2025 | Jan 29, 2026 |
| Yost Capital Management, LP | History | No change | 50,000 | 5,984 | 8.68% | 6.87% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 49,677 | 5,945 | 0.03% | 0.03% | 120 | -2,538 | -4.86% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 49,309 | 5,901 | 0.0% | 0.0% | 121 | -1,332 | -2.63% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 48,978 | 5,862 | 0.01% | 0.01% | 122 | -12,485 | -20.31% | Q4 2025 | Feb 13, 2026 |
| Sagefield Capital LP | History | Reduced | 48,113 | 5,758 | 0.49% | 0.62% | 123 | -1,251 | -2.53% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 46,284 | 5,539 | 0.01% | — | 124 | +46,284 | New | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,760 | 5,476 | 0.01% | 0.01% | 125 | +16,380 | 55.75% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 44,847 | 5,367 | 0.04% | 0.04% | 126 | -1,784 | -3.83% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 44,688 | 5,348 | 0.02% | 0.02% | 127 | -5,708 | -11.33% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 44,070 | 5,274 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 43,171 | 5,166 | 0.01% | 0.01% | 129 | -24,227 | -35.95% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 42,945 | 5,139 | 0.04% | 0.04% | 130 | -1,705 | -3.82% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 42,505 | 5,087 | 0.02% | 0.02% | 131 | -3,111 | -6.82% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 42,315 | 5,064 | 0.05% | 0.06% | 132 | -4,604 | -9.81% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 41,610 | 4,979 | 0.0% | 0.01% | 133 | -80,435 | -65.91% | Q4 2025 | Feb 12, 2026 |
| Premier Fund Managers Ltd | History | Added to | 41,000 | 4,956 | 0.29% | 0.12% | 134 | +15,000 | 57.69% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 40,831 | 4,885 | 0.05% | 0.05% | 135 | -870 | -2.09% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 40,341 | 4,828 | 0.01% | 0.01% | 136 | -446 | -1.09% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 39,494 | 4,726 | 0.0% | 0.0% | 137 | -40,719 | -50.76% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 39,037 | 4,672 | 0.0% | 0.0% | 138 | -3,596 | -8.43% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,898 | 4,656 | 0.01% | 0.01% | 139 | -502 | -1.27% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 38,400 | 4,595 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 38,256 | 4,578 | 0.02% | 0.02% | 141 | -3,492 | -8.36% | Q4 2025 | Jan 29, 2026 |
| NATIXIS | History | New | 37,851 | 4,530 | 0.02% | — | 142 | +37,851 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,333 | 4,468 | 0.01% | 0.01% | 143 | -6,759 | -15.33% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 37,249 | 4,457 | 0.01% | 0.01% | 144 | -6,703 | -15.25% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 36,227 | 4,335 | 0.02% | 0.02% | 145 | +5,269 | 17.02% | Q4 2025 | Jan 13, 2026 |
| CWM, LLC | History | Added to | 34,544 | 4,134 | 0.01% | 0.0% | 146 | +28,954 | 517.96% | Q4 2025 | Jan 26, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 33,324 | 3,988 | 0.0% | 0.0% | 147 | +3,191 | 10.59% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 33,121 | 3,963 | 0.18% | 0.03% | 148 | +26,213 | 379.46% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 32,763 | 3,921 | 0.19% | 0.13% | 149 | +17,892 | 120.31% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 32,729 | 3,916 | 0.02% | 0.01% | 150 | +12,661 | 63.09% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,601 | 3,901 | 0.0% | 0.0% | 151 | +3,076 | 10.42% | Q4 2025 | Feb 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,579 | 3,790 | 0.04% | 0.04% | 152 | -514 | -1.6% | Q4 2025 | Jan 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 31,238 | 3,738 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 30,865 | 3,693 | 0.01% | 0.01% | 154 | +4,891 | 18.83% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 30,044 | 3,595 | 0.01% | 0.01% | 155 | -1,411 | -4.49% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 30,005 | 3,590 | 0.01% | 0.01% | 156 | +846 | 2.9% | Q4 2025 | Jan 27, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 29,862 | 3,574 | 0.08% | 0.07% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 28,039 | 3,533 | 0.01% | 0.01% | 158 | -1,200 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 29,464 | 3,526 | 0.11% | 0.11% | 159 | -2,510 | -7.85% | Q4 2025 | Feb 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,270 | 3,503 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 28,338 | 3,403 | 0.01% | — | 161 | +28,338 | New | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 28,413 | 3,400 | 0.02% | 0.02% | 162 | -1,648 | -5.48% | Q4 2025 | Jan 28, 2026 |
| CITY HOLDING CO | History | Added to | 28,143 | 3,368 | 0.41% | 0.36% | 163 | +3,102 | 12.39% | Q4 2025 | Jan 22, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 28,100 | 3,363 | 0.06% | 0.05% | 164 | -200 | -0.71% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,056 | 3,238 | 0.0% | 0.0% | 165 | +129 | 0.48% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 25,908 | 3,100 | 0.03% | 0.03% | 166 | +751 | 2.99% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | New | 25,618 | 3,065 | 0.04% | — | 167 | +25,618 | New | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 25,545 | 3,057 | 0.01% | 0.01% | 168 | +6,305 | 32.77% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 25,443 | 3,045 | 0.02% | 0.01% | 169 | -631 | -2.42% | Q4 2025 | Feb 10, 2026 |
| Nishkama Capital, LLC | History | New | 25,165 | 3,011 | 0.12% | — | 170 | +25,165 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 24,998 | 2,991 | 0.0% | — | 171 | +24,998 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 24,596 | 2,943 | 0.01% | — | 172 | +24,596 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 24,117 | 2,886 | 0.0% | 0.0% | 173 | +2,019 | 9.14% | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 24,055 | 2,878 | 0.01% | 0.01% | 174 | -100 | -0.41% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,785 | 2,846 | 0.0% | 0.0% | 175 | -120,925 | -83.56% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,421 | 2,803 | 0.03% | 0.15% | 176 | -123,853 | -84.1% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 22,748 | 2,722 | 0.03% | 0.04% | 177 | +103 | 0.45% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 22,500 | 2,708 | 0.01% | 0.01% | 178 | +900 | 4.17% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 22,276 | 2,666 | 0.01% | 0.01% | 179 | +2,504 | 12.66% | Q4 2025 | Feb 11, 2026 |
| Numerai GP LLC | History | Added to | 20,560 | 2,460 | 0.3% | 0.24% | 180 | +5,817 | 39.46% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 20,315 | 2,431 | 0.03% | 0.03% | 181 | -160 | -0.78% | Q4 2025 | Feb 04, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 20,152 | 2,411 | 1.37% | 1.36% | 182 | -2,176 | -9.75% | Q4 2025 | Jan 13, 2026 |
| Cerity Partners LLC | History | Added to | 20,139 | 2,410 | 0.0% | 0.0% | 183 | +183 | 0.92% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Reduced | 20,023 | 2,396 | 0.01% | 0.01% | 184 | -186 | -0.92% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 19,955 | 2,388 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 19,822 | 2,372 | 0.1% | 0.12% | 186 | -4,695 | -19.15% | Q4 2025 | Feb 09, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 19,748 | 2,363 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First American Bank | History | Added to | 18,073 | 2,162 | 0.13% | 0.09% | 188 | +5,927 | 48.8% | Q4 2025 | Jan 20, 2026 |
| Blue Chip Partners, LLC | History | Added to | 17,721 | 2,120 | 0.15% | 0.15% | 189 | +32 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Reduced | 17,566 | 2,106 | 0.0% | 0.0% | 190 | -1,935 | -9.92% | Q4 2025 | Mar 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 17,604 | 2,106 | 0.0% | 0.0% | 191 | +1,296 | 7.95% | Q4 2025 | Jan 28, 2026 |
| Vident Advisory, LLC | History | Reduced | 17,569 | 2,102 | 0.02% | 0.02% | 192 | -3,285 | -15.75% | Q4 2025 | Feb 18, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 17,253 | 2,064 | 0.84% | 0.81% | 193 | +10 | 0.06% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 17,112 | 2,047 | 0.02% | 0.02% | 194 | -10,703 | -38.48% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 16,813 | 2,012 | 0.06% | 0.05% | 195 | +1,280 | 8.24% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 16,516 | 1,990 | 0.01% | 0.01% | 196 | +1 | 0.01% | Q4 2025 | Jan 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 15,878 | 1,900 | 0.0% | 0.0% | 197 | +1,585 | 11.09% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,802 | 1,891 | 0.0% | 0.0% | 198 | +2,249 | 16.59% | Q4 2025 | Feb 18, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 15,658 | 1,873 | 0.08% | 0.07% | 199 | +592 | 3.93% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 15,126 | 1,815 | 0.01% | 0.01% | 200 | +4,023 | 36.23% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 15,168 | 1,815 | 0.03% | 0.03% | 201 | -557 | -3.54% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,011 | 1,797 | 0.0% | 0.0% | 202 | -291 | -1.9% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 15,014 | 1,796 | 0.02% | 0.02% | 203 | +344 | 2.34% | Q4 2025 | Feb 05, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 15,000 | 1,795 | 0.35% | 0.33% | 204 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,846 | 1,776 | 0.0% | 0.0% | 205 | +4,812 | 47.96% | Q4 2025 | Feb 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 14,625 | 1,750 | 0.18% | 0.17% | 206 | -34 | -0.23% | Q4 2025 | Jan 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 14,454 | 1,729 | 0.04% | 0.03% | 207 | +310 | 2.19% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,379 | 1,720 | 0.0% | 0.0% | 208 | -707 | -4.69% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,891 | 1,662 | 0.01% | 0.01% | 209 | +748 | 5.69% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,095 | 1,657 | 0.0% | 0.0% | 210 | +896 | 6.79% | Q4 2025 | Jan 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,826 | 1,654 | 0.01% | 0.01% | 211 | +303 | 2.24% | Q4 2025 | Feb 06, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 13,575 | 1,618 | 0.1% | 0.11% | 212 | -576 | -4.07% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,434 | 1,607 | 0.01% | 0.01% | 213 | +3,380 | 33.62% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,283 | 1,589 | 0.06% | 0.06% | 214 | -534 | -3.86% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Added to | 12,722 | 1,522 | 0.01% | 0.01% | 215 | +1,181 | 10.23% | Q4 2025 | Jan 26, 2026 |
| NEOS Investment Management LLC | History | New | 12,376 | 1,481 | 0.01% | — | 216 | +12,376 | New | Q4 2025 | Feb 17, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 12,300 | 1,472 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 12,036 | 1,442 | 0.0% | 0.0% | 218 | -185 | -1.51% | Q4 2025 | Jan 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 11,657 | 1,395 | 0.0% | 0.0% | 219 | -2,013 | -14.73% | Q4 2025 | Feb 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 11,464 | 1,371 | 0.0% | — | 220 | +11,464 | New | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 11,390 | 1,363 | 0.02% | 0.02% | 221 | +1,249 | 12.32% | Q4 2025 | Feb 09, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 11,212 | 1,341 | 0.41% | 0.39% | 222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 10,875 | 1,302 | 1.6% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 10,749 | 1,286 | 0.08% | 0.08% | 224 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Caprock Group, LLC | History | Added to | 10,399 | 1,253 | 0.03% | 0.02% | 225 | +2,907 | 38.8% | Q4 2025 | Jan 28, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Added to | 10,293 | 1,245 | 0.21% | 0.19% | 226 | +142 | 1.4% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 10,340 | 1,236 | 0.01% | 0.01% | 227 | -1,254 | -10.82% | Q4 2025 | Jan 27, 2026 |
| XPONANCE LLC | History | Reduced | 10,311 | 1,234 | 0.01% | 0.01% | 228 | -1,741 | -14.45% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,088 | 1,207 | 0.01% | 0.01% | 230 | +2,889 | 40.13% | Q4 2025 | Jan 26, 2026 |
| Metis Global Partners, LLC | History | Added to | 10,092 | 1,207 | 0.03% | 0.02% | 229 | +1,285 | 14.59% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,993 | 1,195 | 0.04% | 0.04% | 231 | +102 | 1.03% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 9,921 | 1,187 | 0.21% | 0.18% | 232 | +784 | 8.58% | Q4 2025 | Feb 03, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 9,830 | 1,176 | 0.03% | 0.04% | 233 | -2,540 | -20.53% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,464 | 1,132 | 0.03% | 0.02% | 234 | -246 | -2.53% | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | Reduced | 9,431 | 1,129 | 0.03% | 0.06% | 235 | -9,056 | -48.99% | Q4 2025 | Feb 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 9,332 | 1,116 | 0.09% | 0.06% | 236 | +3,089 | 49.48% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 9,256 | 1,107 | 0.0% | 0.0% | 237 | +241 | 2.67% | Q4 2025 | Jan 30, 2026 |
| Amundi | History | New | 9,099 | 1,088 | 0.0% | — | 238 | +9,099 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 9,056 | 1,083 | 0.01% | 0.01% | 239 | -1,263 | -12.24% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 8,947 | 1,070 | 0.04% | 0.05% | 240 | -2,500 | -21.84% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 8,601 | 1,029 | 0.0% | 0.0% | 241 | +906 | 11.77% | Q4 2025 | Jan 30, 2026 |
| GABELLI FUNDS LLC | History | New | 8,500 | 1,017 | 0.01% | — | 242 | +8,500 | New | Q4 2025 | Feb 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 8,416 | 1,007 | 0.01% | 0.01% | 243 | -282 | -3.24% | Q4 2025 | Feb 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 8,378 | 1,002 | 0.03% | 0.05% | 244 | -3,590 | -30.0% | Q4 2025 | Jan 14, 2026 |
| Independent Advisor Alliance | History | Added to | 8,144 | 974 | 0.02% | 0.02% | 245 | +1,882 | 30.05% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,046 | 968 | 0.0% | 0.0% | 246 | +5,537 | 220.69% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 7,996 | 956 | 0.01% | — | 247 | +7,996 | New | Q4 2025 | Feb 17, 2026 |
| Dockside LLC | History | New | 7,972 | 954 | 0.24% | — | 248 | +7,972 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,916 | 947 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 7,892 | 944 | 0.15% | — | 250 | +7,892 | New | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Added to | 7,841 | 938 | 0.01% | 0.01% | 251 | +188 | 2.46% | Q4 2025 | Feb 03, 2026 |
| PDT Partners, LLC | History | Reduced | 7,746 | 927 | 0.06% | 0.29% | 252 | -32,674 | -80.84% | Q4 2025 | Feb 17, 2026 |
| VestGen Investment Management | History | Added to | 7,698 | 921 | 0.51% | 0.52% | 253 | +94 | 1.24% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,688 | 920 | 0.0% | 0.0% | 254 | +538 | 7.52% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 7,561 | 904 | 0.02% | 0.01% | 256 | +894 | 13.41% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 7,561 | 904 | 0.04% | 0.04% | 255 | +352 | 4.88% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,473 | 894 | 0.0% | 0.0% | 257 | +2,182 | 41.24% | Q4 2025 | Mar 16, 2026 |
| BOKF, NA | History | Reduced | 7,449 | 891 | 0.01% | 0.01% | 258 | -281 | -3.64% | Q4 2025 | Feb 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 7,380 | 883 | 0.03% | 0.02% | 259 | -228 | -3.0% | Q4 2025 | Feb 04, 2026 |
| PRUDENTIAL PLC | History | New | 7,269 | 869 | 0.01% | — | 260 | +7,269 | New | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 7,180 | 859 | 0.0% | 0.01% | 261 | -156 | -2.13% | Q4 2025 | Feb 10, 2026 |
| Invst, LLC | History | Reduced | 7,085 | 847 | 0.09% | 0.1% | 262 | -587 | -7.65% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 7,000 | 838 | 0.0% | — | 263 | +7,000 | New | Q4 2025 | Mar 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,952 | 832 | 0.0% | 0.0% | 264 | +146 | 2.15% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,899 | 825 | 0.01% | 0.01% | 265 | +642 | 10.26% | Q4 2025 | Feb 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 6,888 | 824 | 0.0% | 0.01% | 266 | -11,066 | -61.64% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,874 | 822 | 0.01% | 0.0% | 267 | +6,047 | 731.2% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 6,681 | 807 | 0.0% | 0.0% | 268 | -6,223 | -48.23% | Q4 2025 | Feb 13, 2026 |
| Palo Duro Investment Partners, LP | History | Reduced | 6,701 | 801 | 0.24% | 0.25% | 269 | -291 | -4.16% | Q4 2025 | Feb 17, 2026 |
| Williamson Legacy Group, LLC | History | Reduced | 6,614 | 791 | 0.62% | 0.62% | 270 | -533 | -7.46% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,546 | 783 | 0.0% | 0.0% | 271 | -263 | -3.86% | Q4 2025 | Feb 11, 2026 |
| Edgestream Partners, L.P. | History | New | 6,474 | 774 | 0.02% | — | 272 | +6,474 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 6,262 | 749 | 0.0% | 0.0% | 273 | +44 | 0.71% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 6,101 | 730 | 0.01% | — | 274 | +6,101 | New | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,095 | 729 | 0.01% | 0.01% | 275 | +118 | 1.97% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,015 | 719 | 0.01% | 0.01% | 276 | -258 | -4.11% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,947 | 711 | 0.0% | 0.0% | 277 | +261 | 4.59% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 5,933 | 710 | 0.01% | 0.01% | 278 | +15 | 0.25% | Q4 2025 | Feb 02, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 5,900 | 706 | 0.21% | 0.2% | 279 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 5,602 | 670 | 0.03% | — | 280 | +5,602 | New | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,568 | 666 | 0.01% | 0.01% | 281 | +2,463 | 79.32% | Q4 2025 | Feb 06, 2026 |
| FSA Advisors, Inc. | History | Added to | 5,536 | 662 | 0.46% | 0.4% | 282 | +1,118 | 25.31% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,477 | 655 | 0.02% | 0.02% | 283 | -2,503 | -31.37% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,416 | 648 | 0.0% | 0.0% | 284 | -75 | -1.37% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,376 | 647 | 0.01% | 0.01% | 285 | -1,539 | -22.26% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 5,401 | 646 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 5,254 | 628 | 0.03% | 0.03% | 287 | +63 | 1.21% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 5,243 | 627 | 0.03% | 0.03% | 288 | +539 | 11.46% | Q4 2025 | Jan 05, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 5,180 | 619 | 0.22% | 0.21% | 289 | -54 | -1.03% | Q4 2025 | Feb 05, 2026 |
| Callan Family Office, LLC | History | Added to | 5,103 | 610 | 0.01% | 0.01% | 290 | +2,457 | 92.86% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 4,889 | 585 | 0.16% | 0.23% | 291 | +4 | 0.08% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,887 | 584 | 0.01% | 0.01% | 292 | +515 | 11.78% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 4,875 | 583 | 0.05% | 0.04% | 293 | -228 | -4.47% | Q4 2025 | Jan 20, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 4,804 | 574 | 0.01% | 0.0% | 294 | +1,029 | 27.26% | Q4 2025 | Feb 17, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 4,796 | 573 | 0.02% | 0.02% | 295 | -58 | -1.19% | Q4 2025 | Feb 12, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 4,764 | 570 | 0.47% | 0.44% | 296 | -10 | -0.21% | Q4 2025 | Jan 22, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 4,747 | 568 | 0.02% | 0.03% | 297 | -187 | -3.79% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,679 | 559 | 0.0% | — | 298 | +4,679 | New | Q4 2025 | Feb 04, 2026 |
| Jefferies Financial Group Inc. | History | New | 4,665 | 558 | 0.0% | — | 299 | +4,665 | New | Q4 2025 | Feb 09, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,631 | 554 | 0.13% | 0.14% | 300 | -362 | -7.25% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 4,592 | 549 | 0.13% | 0.13% | 301 | -20 | -0.43% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,516 | 540 | 0.02% | 0.02% | 302 | -235 | -4.95% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,410 | 531 | 0.01% | 0.01% | 303 | -381 | -7.95% | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,364 | 522 | 0.0% | 0.0% | 304 | +445 | 11.35% | Q4 2025 | Jan 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 4,358 | 521 | 0.03% | 0.03% | 305 | -281 | -6.06% | Q4 2025 | Feb 05, 2026 |
| Forum Financial Management, LP | History | No change | 4,321 | 517 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | New | 4,194 | 506 | 0.02% | — | 307 | +4,194 | New | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,204 | 503 | 0.01% | 0.01% | 308 | +25 | 0.6% | Q4 2025 | Feb 05, 2026 |
| M1 Capital Management LLC | History | Added to | 4,095 | 490 | 0.2% | 0.2% | 309 | +7 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,976 | 480 | 0.0% | 0.0% | 310 | -553 | -12.21% | Q4 2025 | Jan 27, 2026 |
| Greenland Capital Management LP | History | New | 4,000 | 478 | 0.05% | — | 311 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Impact Capital Partners LLC | History | No change | 3,997 | 478 | 0.14% | 0.14% | 312 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 3,972 | 475 | 0.17% | 0.18% | 313 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 3,751 | 448 | 0.0% | 0.0% | 314 | +144 | 3.99% | Q4 2025 | Feb 12, 2026 |
| Secure Asset Management, LLC | History | Added to | 3,684 | 440 | 0.07% | 0.06% | 316 | +253 | 7.37% | Q4 2025 | Jan 20, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 3,683 | 440 | 0.04% | 0.04% | 315 | +19 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,631 | 434 | 0.0% | 0.0% | 317 | -30 | -0.82% | Q4 2025 | Jan 16, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 3,623 | 433 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Foguth Wealth Management, LLC. | History | New | 3,571 | 432 | 0.07% | — | 320 | +3,571 | New | Q4 2025 | Jan 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 3,613 | 432 | 0.0% | 0.01% | 319 | +85 | 2.41% | Q4 2025 | Feb 03, 2026 |
| North Dakota State Investment Board | History | New | 3,585 | 429 | 0.02% | — | 322 | +3,585 | New | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Reduced | 3,584 | 429 | 0.01% | 0.01% | 321 | -121 | -3.27% | Q4 2025 | Feb 02, 2026 |
| Procyon Advisors, LLC | History | New | 3,563 | 426 | 0.02% | — | 323 | +3,563 | New | Q4 2025 | Jan 07, 2026 |
| Hardy Reed LLC | History | Added to | 3,470 | 415 | 0.03% | 0.03% | 324 | +72 | 2.12% | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,434 | 411 | 0.01% | 0.01% | 325 | +17 | 0.5% | Q4 2025 | Jan 23, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | New | 3,407 | 410 | 0.18% | — | 326 | +3,407 | New | Q4 2025 | Feb 05, 2026 |
| Blue Water Asset Management | History | New | 3,406 | 407 | 0.15% | — | 328 | +3,406 | New | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,406 | 407 | 0.01% | 0.01% | 327 | -84 | -2.41% | Q4 2025 | Feb 03, 2026 |
| Advance Capital Management, Inc. | History | Added to | 3,391 | 405 | 0.02% | 0.01% | 331 | +649 | 23.67% | Q4 2025 | Jan 06, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 3,384 | 405 | 0.02% | 0.02% | 330 | -426 | -11.18% | Q4 2025 | Feb 03, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 3,389 | 405 | 0.01% | 0.01% | 329 | -176 | -4.94% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 3,349 | 400 | 0.0% | — | 332 | +3,349 | New | Q4 2025 | Feb 05, 2026 |
| AXQ CAPITAL, LP | History | Added to | 3,348 | 400 | 0.09% | 0.11% | 334 | +810 | 31.91% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Reduced | 3,360 | 400 | 0.01% | 0.01% | 333 | -125 | -3.59% | Q4 2025 | Jan 08, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 3,300 | 398 | 0.02% | — | 335 | +3,300 | New | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,242 | 388 | 0.01% | 0.0% | 336 | +237 | 7.89% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,226 | 386 | 0.01% | 0.01% | 337 | -364 | -10.14% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 3,215 | 384 | 0.0% | — | 338 | +3,215 | New | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,191 | 382 | 0.02% | 0.02% | 339 | +16 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 3,290 | 379 | 0.0% | 0.0% | 341 | +305 | 10.22% | Q4 2025 | Feb 10, 2026 |
| CIBC Asset Management Inc | History | No change | 3,170 | 379 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 3,161 | 378 | 0.01% | 0.0% | 342 | +822 | 35.14% | Q4 2025 | Feb 02, 2026 |
| ELCO Management Co., LLC | History | Added to | 3,150 | 376 | 0.24% | 0.18% | 343 | +100 | 3.28% | Q4 2025 | Feb 04, 2026 |
| Dougherty & Associates, LLC | History | New | 3,118 | 373 | 0.33% | — | 344 | +3,118 | New | Q4 2025 | Feb 05, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 3,107 | 371 | 0.07% | 0.07% | 345 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,070 | 367 | 0.01% | 0.01% | 346 | +7 | 0.23% | Q4 2025 | Jan 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 3,052 | 365 | 0.0% | 0.0% | 347 | -130 | -4.09% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,007 | 359 | 0.01% | 0.0% | 349 | +2,970 | 8027.03% | Q4 2025 | Feb 04, 2026 |
| KBC Group NV | History | No change | 3,003 | 359 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 2,963 | 354 | 0.04% | 0.07% | 351 | -2,868 | -49.19% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,966 | 354 | 0.0% | 0.0% | 350 | +868 | 41.37% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,948 | 353 | 0.03% | — | 352 | +2,948 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,907 | 350 | 0.02% | — | 353 | +2,907 | New | Q4 2025 | Feb 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,871 | 346 | 0.0% | — | 354 | +2,871 | New | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 2,876 | 344 | 0.02% | 0.01% | 355 | +770 | 36.56% | Q4 2025 | Mar 04, 2026 |
| Parcion Private Wealth LLC | History | Added to | 2,878 | 344 | 0.02% | 0.02% | 356 | +50 | 1.77% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,850 | 341 | 0.0% | 0.0% | 357 | +305 | 11.98% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,828 | 338 | 0.0% | 0.0% | 358 | +873 | 44.65% | Q4 2025 | Jan 23, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 2,809 | 336 | 0.12% | 0.12% | 359 | -64 | -2.23% | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,789 | 333 | 0.06% | — | 360 | +2,789 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,782 | 332 | 0.01% | 0.01% | 361 | +2 | 0.07% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 2,741 | 328 | 0.16% | 0.16% | 362 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 2,720 | 325 | 0.01% | 0.0% | 363 | +700 | 34.65% | Q4 2025 | Feb 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,690 | 324 | 0.01% | — | 364 | +2,690 | New | Q4 2025 | Feb 17, 2026 |
| Hudson Value Partners, LLC | History | No change | 2,651 | 319 | 0.09% | 0.09% | 365 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,660 | 318 | 0.0% | — | 366 | +2,660 | New | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 2,637 | 315 | 0.0% | 0.0% | 367 | -157 | -5.62% | Q4 2025 | Feb 13, 2026 |
| FORA Capital, LLC | History | New | 2,619 | 313 | 0.04% | — | 368 | +2,619 | New | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 2,619 | 313 | 0.02% | 0.02% | 369 | +28 | 1.08% | Q4 2025 | Feb 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 2,603 | 311 | 0.0% | — | 370 | +2,603 | New | Q4 2025 | Feb 03, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,574 | 308 | 0.03% | 0.03% | 371 | +135 | 5.54% | Q4 2025 | Jan 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,569 | 307 | 0.0% | 0.0% | 372 | -19 | -0.73% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,558 | 306 | 0.0% | 0.0% | 374 | +116 | 4.75% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 2,560 | 306 | 0.0% | 0.0% | 373 | -84 | -3.18% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 2,547 | 304 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,525 | 302 | 0.05% | 0.05% | 376 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,521 | 301 | 0.0% | 0.0% | 377 | +66 | 2.69% | Q4 2025 | Jan 26, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 2,507 | 300 | 0.09% | 0.12% | 378 | -3,418 | -57.69% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | No change | 2,503 | 299 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,480 | 296 | 0.0% | 0.0% | 380 | -3,258 | -56.78% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,428 | 290 | 0.01% | 0.01% | 382 | -130 | -5.08% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Added to | 2,430 | 290 | 0.0% | 0.0% | 381 | +4 | 0.16% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,420 | 289 | 0.0% | 0.0% | 383 | +171 | 7.6% | Q4 2025 | Jan 20, 2026 |
| MORTON COMMUNITY BANK | History | No change | 2,300 | 289 | 0.06% | 0.06% | 384 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 2,405 | 287 | 0.01% | 0.0% | 386 | +910 | 60.87% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Added to | 2,401 | 287 | 0.0% | 0.0% | 385 | +319 | 15.32% | Q4 2025 | Jan 21, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 2,360 | 282 | 0.03% | 0.03% | 387 | -12 | -0.51% | Q4 2025 | Feb 05, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 2,333 | 279 | 0.01% | 0.01% | 388 | -28 | -1.19% | Q4 2025 | Feb 06, 2026 |
| William Mack & Associates, Inc. | History | No change | 2,335 | 279 | 0.13% | 0.14% | 389 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,308 | 276 | 0.0% | 0.0% | 390 | +217 | 10.38% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,292 | 274 | 0.01% | 0.01% | 391 | +276 | 13.69% | Q4 2025 | Feb 11, 2026 |
| OneAscent Investment Solutions LLC | History | Reduced | 2,279 | 272 | 0.29% | 0.27% | 392 | -4 | -0.18% | Q4 2025 | Feb 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,268 | 271 | 0.0% | 0.0% | 393 | -504 | -18.18% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,269 | 271 | 0.02% | 0.02% | 394 | -116 | -4.86% | Q4 2025 | Feb 03, 2026 |
| Stonebrook Private Inc. | History | New | 2,257 | 270 | 0.06% | — | 395 | +2,257 | New | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,212 | 264 | 0.01% | 0.01% | 396 | -161 | -6.78% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,195 | 262 | 0.0% | 0.0% | 398 | +1,914 | 681.14% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,190 | 262 | 0.0% | 0.0% | 397 | +204 | 10.27% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,191 | 262 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,182 | 261 | 0.01% | 0.0% | 400 | +871 | 66.44% | Q4 2025 | Feb 09, 2026 |
| Finward Bancorp | History | No change | 2,185 | 261 | 0.2% | 0.19% | 401 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Added to | 2,169 | 259 | 0.19% | 0.18% | 402 | +41 | 1.93% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,140 | 256 | 0.0% | 0.0% | 403 | +219 | 11.4% | Q4 2025 | Feb 09, 2026 |
| Hummer Financial Advisory Services Inc | History | Reduced | 2,105 | 253 | 0.18% | 0.18% | 404 | -100 | -4.54% | Q4 2025 | Jan 12, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,105 | 251 | 0.02% | — | 405 | +2,105 | New | Q4 2025 | Jan 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,081 | 249 | 0.07% | 0.07% | 406 | +8 | 0.39% | Q4 2025 | Feb 10, 2026 |
| Glenview Trust Co | History | New | 2,065 | 247 | 0.0% | — | 407 | +2,065 | New | Q4 2025 | Feb 09, 2026 |
| Impact Partnership Wealth, LLC | History | New | 2,050 | 245 | 0.03% | — | 409 | +2,050 | New | Q4 2025 | Feb 10, 2026 |
| Venture Visionary Partners LLC | History | No change | 2,053 | 245 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,039 | 244 | 0.0% | 0.0% | 411 | -568 | -21.79% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,042 | 244 | 0.0% | 0.0% | 412 | -29 | -1.4% | Q4 2025 | Jan 30, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,038 | 244 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 2,009 | 240 | 0.03% | — | 414 | +2,009 | New | Q4 2025 | Feb 12, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 2,009 | 240 | 0.12% | 0.13% | 413 | -209 | -9.42% | Q4 2025 | Mar 06, 2026 |
| Alpine Global Management, LLC | History | New | 1,993 | 238 | 0.05% | — | 415 | +1,993 | New | Q4 2025 | Feb 26, 2026 |
| Essex Financial Services, Inc. | History | Added to | 1,968 | 235 | 0.01% | 0.01% | 417 | +35 | 1.81% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,968 | 235 | 0.0% | 0.0% | 416 | +31 | 1.6% | Q4 2025 | Jan 29, 2026 |
| Stephens Consulting, LLC | History | No change | 1,960 | 234 | 0.08% | 0.08% | 418 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tidal Investments LLC | History | Reduced | 1,947 | 233 | 0.0% | 0.0% | 419 | -9,254 | -82.62% | Q4 2025 | Feb 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 1,932 | 231 | 0.04% | 0.04% | 420 | -147 | -7.07% | Q4 2025 | Feb 11, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 1,924 | 230 | 0.03% | 0.03% | 421 | +1 | 0.05% | Q4 2025 | Jan 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 1,884 | 227 | 0.0% | 0.0% | 422 | -7,401 | -79.71% | Q4 2025 | Feb 18, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 1,904 | 227 | 0.16% | 0.16% | 423 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | New | 1,866 | 225 | 0.0% | — | 424 | +1,866 | New | Q4 2025 | Jan 23, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 1,881 | 225 | 0.01% | 0.02% | 425 | -422 | -18.32% | Q4 2025 | Jan 29, 2026 |
| Diversified Trust Co | History | New | 1,875 | 224 | 0.0% | — | 426 | +1,875 | New | Q4 2025 | Jan 09, 2026 |
| EntryPoint Capital, LLC | History | No change | 1,871 | 223 | 0.09% | 0.08% | 427 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Capital, LLC | History | No change | 1,858 | 222 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 1,848 | 221 | 0.01% | 0.01% | 429 | -149 | -7.46% | Q4 2025 | Feb 06, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 1,850 | 221 | 0.09% | 0.09% | 430 | -90 | -4.64% | Q4 2025 | Feb 03, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,839 | 220 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,843 | 220 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | New | 1,838 | 219 | 0.0% | — | 434 | +1,838 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,830 | 219 | 0.0% | 0.0% | 433 | -88 | -4.59% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | New | 1,824 | 218 | 0.0% | — | 435 | +1,824 | New | Q4 2025 | Mar 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,802 | 217 | 0.01% | 0.01% | 436 | -41 | -2.22% | Q4 2025 | Feb 17, 2026 |
| GEM Asset Management, LLC | History | No change | 1,810 | 215 | 0.1% | 0.1% | 437 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 1,785 | 213 | 0.01% | 0.01% | 438 | -135 | -7.03% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,774 | 212 | 0.0% | 0.0% | 439 | +224 | 14.45% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | New | 1,750 | 209 | 0.0% | — | 440 | +1,750 | New | Q4 2025 | Jan 12, 2026 |
| Wellington Shields & Co., LLC | History | New | 1,750 | 209 | 0.05% | — | 441 | +1,750 | New | Q4 2025 | Feb 09, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | New | 1,748 | 209 | 0.05% | — | 442 | +1,748 | New | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | New | 1,740 | 208 | 0.0% | — | 444 | +1,740 | New | Q4 2025 | Jan 15, 2026 |
| Krane Funds Advisors LLC | History | Reduced | 1,740 | 208 | 0.01% | 0.01% | 443 | -200 | -10.31% | Q4 2025 | Feb 11, 2026 |
| Curated Wealth Partners LLC | History | New | 1,722 | 206 | 0.02% | — | 445 | +1,722 | New | Q4 2025 | Jan 12, 2026 |
| Rafferty Asset Management, LLC | History | New | 1,709 | 204 | 0.0% | — | 446 | +1,709 | New | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | New | 1,702 | 203 | 0.02% | — | 447 | +1,702 | New | Q4 2025 | Jan 29, 2026 |
| Values First Advisors, Inc. | History | New | 1,700 | 203 | 0.11% | — | 448 | +1,700 | New | Q4 2025 | Jan 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 1,688 | 202 | 0.0% | — | 449 | +1,688 | New | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,675 | 200 | 0.0% | 0.0% | 450 | +100 | 6.35% | Q4 2025 | Feb 09, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 1,576 | 188 | 0.09% | 0.09% | 451 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,552 | 185 | 0.16% | 0.15% | 452 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 1,522 | 182 | 0.0% | 0.0% | 453 | +522 | 52.2% | Q4 2025 | Feb 06, 2026 |
| Amplify Investments, LLC | History | Added to | 1,700 | 181 | 4.19% | 4.02% | 454 | +300 | 21.43% | Q4 2025 | Feb 02, 2026 |
| NBT BANK N A /NY | History | No change | 1,502 | 179 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,468 | 175 | 0.02% | 0.02% | 456 | +60 | 4.26% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,378 | 166 | 0.01% | 0.0% | 457 | +962 | 231.25% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,374 | 164 | 0.0% | 0.0% | 458 | -25 | -1.79% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,369 | 163 | 0.0% | 0.01% | 459 | -1,198 | -46.67% | Q4 2025 | Feb 03, 2026 |
| Virtus Investment Advisers, LLC | History | New | 1,360 | 162 | 0.04% | — | 460 | +1,360 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 1,175 | 140 | 0.01% | 0.0% | 462 | +840 | 250.75% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,178 | 140 | 0.0% | 0.0% | 461 | -47 | -3.84% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 1,142 | 136 | 0.0% | 0.0% | 463 | +59 | 5.45% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,108 | 132 | 0.0% | 0.0% | 464 | +111 | 11.13% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,103 | 131 | 0.01% | 0.01% | 465 | +28 | 2.6% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,012 | 121 | 0.0% | 0.0% | 466 | +218 | 27.46% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | No change | 1,005 | 121 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,009 | 120 | 0.0% | 0.0% | 468 | +17 | 1.71% | Q4 2025 | Jan 28, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 952 | 114 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Added to | 897 | 107 | 0.06% | 0.05% | 470 | +90 | 11.15% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 884 | 105 | 0.0% | — | 471 | +884 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 874 | 104 | 0.0% | 0.0% | 472 | -300 | -25.55% | Q4 2025 | Feb 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 802 | 96 | 0.03% | 0.03% | 473 | -1 | -0.12% | Q4 2025 | Jan 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 764 | 91 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 728 | 87 | 0.0% | 0.0% | 475 | -10 | -1.36% | Q4 2025 | Jan 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 725 | 86 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GeoWealth Management, LLC | History | Reduced | 696 | 83 | 0.0% | 0.0% | 477 | -66 | -8.66% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 682 | 81 | 0.0% | 0.0% | 478 | -16 | -2.29% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 679 | 81 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 656 | 79 | 0.0% | 0.0% | 480 | +350 | 114.38% | Q4 2025 | Jan 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 639 | 76 | 0.02% | 0.02% | 481 | +3 | 0.47% | Q4 2025 | Jan 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 610 | 73 | 0.0% | — | 482 | +610 | New | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 595 | 71 | 0.01% | 0.01% | 483 | +60 | 11.21% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 570 | 68 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 535 | 64 | 0.01% | 0.01% | 485 | +4 | 0.75% | Q4 2025 | Jan 08, 2026 |
| Quent Capital, LLC | History | No change | 537 | 64 | 0.0% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crews Bank & Trust | History | No change | 533 | 63 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 503 | 60 | 0.0% | 0.0% | 488 | -126 | -20.03% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 500 | 59 | 0.01% | — | 491 | +500 | New | Q4 2025 | Jan 30, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 500 | 59 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 500 | 59 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 467 | 55 | 0.01% | — | 492 | +467 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 436 | 52 | 0.0% | 0.0% | 493 | +37 | 9.27% | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 439 | 52 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pacific Center for Financial Services | History | No change | 459 | 51 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHL GROUP, LLC | History | New | 418 | 50 | 0.04% | — | 496 | +418 | New | Q4 2025 | Feb 09, 2026 |
| Scarborough Advisors, LLC | History | Added to | 413 | 49 | 0.01% | 0.01% | 498 | +3 | 0.73% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | No change | 410 | 49 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 417 | 49 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 440 | 48 | 0.0% | 0.0% | 500 | -2,352 | -84.24% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 406 | 48 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 379 | 45 | 0.0% | 0.0% | 502 | -3 | -0.79% | Q4 2025 | Feb 05, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 364 | 43 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 347 | 41 | 0.0% | 0.0% | 505 | +42 | 13.77% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 350 | 41 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST HORIZON CORP | History | Added to | 339 | 40 | 0.0% | 0.0% | 506 | +53 | 18.53% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 330 | 39 | 0.0% | 0.0% | 507 | +42 | 14.58% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | Added to | 308 | 37 | 0.01% | 0.01% | 508 | +18 | 6.21% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 307 | 36 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WFA of San Diego, LLC | History | No change | 301 | 36 | 0.03% | 0.02% | 510 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 300 | 35 | 0.01% | — | 511 | +300 | New | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 298 | 35 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 274 | 32 | 0.01% | 0.01% | 514 | +2 | 0.74% | Q4 2025 | Jan 20, 2026 |
| Centerpoint Advisors, LLC | History | No change | 269 | 32 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 265 | 31 | 0.0% | 0.0% | 515 | +17 | 6.85% | Q4 2025 | Feb 24, 2026 |
| Crewe Advisors LLC | History | No change | 254 | 30 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 250 | 29 | 0.02% | — | 521 | +250 | New | Q4 2025 | Mar 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 244 | 29 | 0.01% | 0.01% | 520 | +94 | 62.67% | Q4 2025 | Jan 22, 2026 |
| GODSEY & GIBB, INC | History | No change | 250 | 29 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 249 | 29 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | No change | 250 | 29 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| V-Square Quantitative Management LLC | History | New | 238 | 28 | 0.0% | — | 523 | +238 | New | Q4 2025 | Jan 22, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 240 | 28 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 215 | 26 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 220 | 26 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank of New Hampshire | History | New | 200 | 23 | 0.01% | — | 528 | +200 | New | Q4 2025 | Mar 16, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 193 | 23 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SITTNER & NELSON, LLC | History | No change | 181 | 23 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 200 | 23 | 0.08% | 0.09% | 529 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Estate Planners Group, LLC | History | New | 184 | 22 | 0.01% | — | 530 | +184 | New | Q4 2025 | Apr 07, 2026 |
| Eagle Bay Advisors LLC | History | New | 172 | 20 | 0.01% | — | 532 | +172 | New | Q4 2025 | Jan 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 174 | 20 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Centennial Bank/AR/ | History | No change | 175 | 20 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 168 | 20 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 159 | 19 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 150 | 17 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coastline Trust Co | History | No change | 150 | 17 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Heritage Wealth Advisors | History | No change | 150 | 17 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 139 | 16 | 0.0% | — | 540 | +139 | New | Q4 2025 | Jan 21, 2026 |
| Clean Yield Group | History | No change | 136 | 16 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elyxium Wealth, LLC | History | New | 132 | 15 | 0.0% | — | 541 | +132 | New | Q4 2025 | Feb 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 125 | 14 | 0.01% | — | 546 | +125 | New | Q4 2025 | Feb 19, 2026 |
| CDKV HOLDINGS LLC | History | New | 119 | 14 | 0.01% | — | 545 | +119 | New | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 117 | 14 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hughes Financial Services, LLC | History | No change | 124 | 14 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | No change | 125 | 14 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 107 | 12 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clearstead Trust, LLC | History | No change | 106 | 12 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 100 | 11 | 0.0% | — | 551 | +100 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 92 | 11 | 0.0% | 0.0% | 549 | +23 | 33.33% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 99 | 11 | 0.0% | 0.0% | 553 | -1 | -1.0% | Q4 2025 | Jan 15, 2026 |
| Grove Bank & Trust | History | No change | 93 | 11 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Global Wealth Strategies & Associates | History | No change | 100 | 11 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 87 | 10 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 87 | 10 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 88 | 10 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Battery Global Advisors, LLC | History | New | 408 | 9 | 0.0% | — | 559 | +408 | New | Q4 2025 | Feb 13, 2026 |
| S&T BANK/PA | History | Added to | 78 | 9 | 0.0% | — | 557 | +75 | 2500.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 83 | 9 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 82 | 9 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 82 | 9 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 71 | 8 | 0.0% | 0.0% | 564 | +1 | 1.43% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 75 | 8 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 70 | 8 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 72 | 8 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 71 | 8 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | No change | 68 | 8 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 60 | 7 | 0.0% | 0.0% | 568 | +1 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 60 | 7 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Breakwater Investment Management | History | No change | 64 | 7 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BankPlus Trust Department | History | No change | 60 | 7 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clark Wealth Partners | History | No change | 64 | 7 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 49 | 6 | 0.0% | 0.0% | 573 | -17 | -25.76% | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | Reduced | 51 | 6 | 0.0% | 0.0% | 575 | -3 | -5.56% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 54 | 6 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | New | 45 | 5 | 0.0% | — | 579 | +45 | New | Q4 2025 | Feb 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 47 | 5 | 0.0% | 0.0% | 581 | -14 | -22.95% | Q4 2025 | Feb 05, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 46 | 5 | 0.0% | 0.0% | 576 | -6 | -11.54% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 45 | 5 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | No change | 50 | 5 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 50 | 5 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CGC Financial Services, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 49 | 5 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stone House Investment Management, LLC | History | Added to | 41 | 4 | 0.0% | 0.0% | 589 | +14 | 51.85% | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | Added to | 36 | 4 | 0.0% | 0.0% | 590 | +4 | 12.5% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 40 | 4 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 39 | 4 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Luminist Capital LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 34 | 4 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 30 | 3 | 0.0% | — | 599 | +30 | New | Q4 2025 | Jan 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 22 | 3 | 0.0% | — | 593 | +22 | New | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 597 | -10 | -25.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 28 | 3 | 0.0% | 0.0% | 596 | +8 | 40.0% | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 30 | 3 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 33 | 3 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 23 | 2 | 0.0% | 0.0% | 601 | -84 | -78.5% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 25 | 2 | 0.0% | — | 612 | +25 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 24 | 2 | 0.0% | — | 613 | +24 | New | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | New | 21 | 2 | 0.0% | — | 610 | +21 | New | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 20 | 2 | 0.0% | — | 605 | +20 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 19 | 2 | 0.0% | — | 606 | +19 | New | Q4 2025 | Mar 04, 2026 |
| Torren Management, LLC | History | New | 19 | 2 | 0.0% | — | 611 | +19 | New | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 17 | 2 | 0.0% | — | 600 | +17 | New | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 24 | 2 | 0.0% | 0.0% | 607 | -3 | -11.11% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 22 | 2 | 0.0% | 0.0% | 609 | +2 | 10.0% | Q4 2025 | Jan 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| BFSG, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sachetta, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 15 | 1 | 0.0% | — | 621 | +14 | 1400.0% | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | New | 13 | 1 | 0.0% | — | 622 | +13 | New | Q4 2025 | Feb 17, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 11 | 1 | 0.0% | — | 625 | +11 | New | Q4 2025 | Jan 30, 2026 |
| Inspire Investing, LLC | History | New | 9 | 1 | 0.0% | — | 617 | +9 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 1 | 0.0% | — | 618 | +2 | 28.57% | Q4 2025 | Feb 02, 2026 |
| Rossby Financial, LCC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 627 | -2 | -14.29% | Q4 2025 | Feb 12, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 614 | -1 | -6.67% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cromwell Holdings LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -280,370 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Encompass Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -195,690 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Yaupon Capital Management LP | History | Closed out | 0 | 0 | — | 0.67% | — | -154,243 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Waratah Capital Advisors Ltd. | History | Closed out | 0 | 0 | — | 0.15% | — | -75,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Burkehill Global Management, LP | History | Closed out | 0 | 0 | — | 0.32% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,488 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -17,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.05% | — | -17,097 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -11,525 | -100.0% | Q3 2025 | Nov 13, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.22% | — | -9,438 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -8,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.23% | — | -8,244 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -8,089 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,789 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,706 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,011 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Hartree Partners, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -5,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,806 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mason Investment Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,118 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.77% | — | -3,264 | -100.0% | Q3 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,907 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,712 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,575 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Investment Consultants, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,396 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,281 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,270 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.03% | — | -2,198 | -100.0% | Q3 2025 | Nov 04, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,006 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,893 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -866 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -287 | -100.0% | Q3 2025 | Oct 08, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -273 | -100.0% | Q3 2025 | Jan 12, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2025 | Oct 21, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 28, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Core Alternative Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 16, 2025 |
| OPTIMA CAPITAL LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 23, 2026 |
| Sunrise Financial Services, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Triumph Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Carolina Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 23, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| SouthState Bank Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Valued Wealth Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| American Capital Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |