Eastern Bankshares, Inc. - EBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 21,874,030 | 403,138 | 0.01% | 0.01% | 1 | +2,440,017 | 12.56% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 17,787,834 | 327,829 | 0.01% | 0.01% | 2 | +1,020,457 | 6.09% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 17,608,092 | 324,517 | 0.02% | 0.02% | 3 | -1,403,302 | -7.38% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 9,552,160 | 176,048 | 0.04% | 0.03% | 4 | +939,740 | 10.91% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 8,919,404 | 164,384 | 0.01% | 0.0% | 5 | +1,389,304 | 18.45% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 7,437,108 | 137,065 | 0.02% | 0.01% | 6 | +4,835,474 | 185.86% | Q4 2025 | Feb 17, 2026 |
| HoldCo Asset Management, LP | History | Added to | 7,382,772 | 136,064 | 10.24% | 12.28% | 7 | +974,000 | 15.2% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,427,922 | 100,050 | 0.01% | 0.01% | 8 | +592,012 | 12.24% | Q4 2025 | Feb 09, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 5,311,122 | 97,883 | 0.06% | 0.05% | 9 | +992,160 | 22.97% | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 3,111,250 | 57,340 | 0.09% | — | 10 | +3,111,250 | New | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 2,961,743 | 54,584 | 0.58% | 0.49% | 11 | -25,820 | -0.86% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 2,811,073 | 51,809 | 0.03% | 0.11% | 12 | -7,510,419 | -72.76% | Q4 2025 | Feb 19, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,580,615 | 47,560 | 0.07% | 0.09% | 13 | -1,323,907 | -33.91% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,441,312 | 44,993 | 0.01% | 0.0% | 14 | +2,314,766 | 1829.19% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,085,729 | 38,439 | 0.01% | 0.01% | 15 | +173,243 | 9.06% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 2,017,900 | 37,189 | 0.01% | 0.01% | 16 | -72,496 | -3.47% | Q4 2025 | Jan 22, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,902,771 | 35,068 | 0.83% | 0.85% | 17 | -23,458 | -1.22% | Q4 2025 | Feb 09, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,893,928 | 34,905 | 0.1% | 0.1% | 18 | -194,350 | -9.31% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,887,073 | 34,778 | 0.0% | 0.0% | 19 | +60,582 | 3.32% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,820,287 | 33,547 | 0.0% | — | 20 | +1,820,287 | New | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,810,225 | 33,362 | 0.01% | 0.0% | 21 | +1,292,857 | 249.89% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 1,788,372 | 32,959 | 0.0% | 0.0% | 22 | +516,273 | 40.58% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,474,451 | 27,174 | 0.0% | 0.0% | 23 | +372,629 | 33.82% | Q4 2025 | Mar 25, 2026 |
| EASTERN BANK | History | Reduced | 1,450,526 | 26,733 | 0.46% | 0.5% | 24 | -97,380 | -6.29% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,314,956 | 24,234 | 0.0% | 0.0% | 25 | -78,967 | -5.67% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,289,081 | 23,757 | 0.02% | — | 26 | +1,289,081 | New | Q4 2025 | Feb 13, 2026 |
| Impax Asset Management Group plc | History | Added to | 1,275,000 | 23,498 | 0.15% | 0.11% | 27 | +275,000 | 27.5% | Q4 2025 | Jan 29, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | New | 1,191,380 | 21,957 | 0.89% | — | 28 | +1,191,380 | New | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,158,321 | 21,347 | 0.01% | 0.0% | 29 | +727,962 | 169.15% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,129,098 | 20,809 | 0.0% | 0.0% | 30 | -126,705 | -10.09% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,123,890 | 20,713 | 0.01% | 0.01% | 31 | -397,752 | -26.14% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,065,558 | 19,638 | 0.01% | 0.0% | 32 | +34,604 | 3.36% | Q4 2025 | Feb 12, 2026 |
| FJ Capital Management LLC | History | Reduced | 926,841 | 17,081 | 1.89% | 1.89% | 33 | -49,501 | -5.07% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 874,433 | 16,115 | 0.0% | 0.0% | 34 | +170,547 | 24.23% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | New | 860,922 | 15,866 | 0.11% | — | 35 | +860,922 | New | Q4 2025 | Feb 17, 2026 |
| North Reef Capital Management LP | History | New | 796,451 | 14,678 | 0.59% | — | 36 | +796,451 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 714,155 | 13,161 | 0.05% | 0.03% | 37 | +317,798 | 80.18% | Q4 2025 | Feb 13, 2026 |
| Alyeska Investment Group, L.P. | History | New | 700,000 | 12,901 | 0.04% | — | 38 | +700,000 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 646,737 | 11,919 | 0.0% | 0.0% | 39 | -4,961 | -0.76% | Q4 2025 | Feb 17, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 624,471 | 11,514 | 0.91% | 1.05% | 40 | +111,811 | 21.81% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 583,686 | 10,757 | 0.0% | 0.0% | 41 | +341,536 | 141.04% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 512,426 | 9,444 | 0.01% | — | 42 | +512,426 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 442,104 | 8,147 | 0.01% | 0.0% | 43 | +170,828 | 62.97% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 433,061 | 7,981 | 0.0% | 0.0% | 44 | +85,185 | 24.49% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 424,964 | 7,832 | 0.0% | 0.0% | 45 | +56,000 | 15.18% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 413,019 | 7,611 | 0.01% | 0.0% | 46 | +304,715 | 281.35% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 394,570 | 7,271 | 0.0% | 0.0% | 47 | -30,610 | -7.2% | Q4 2025 | Feb 19, 2026 |
| CITIGROUP INC | History | Added to | 386,451 | 7,122 | 0.0% | 0.0% | 48 | +213,698 | 123.7% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 377,776 | 6,962 | 1.94% | 2.29% | 49 | -39,280 | -9.42% | Q4 2025 | Feb 09, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 359,788 | 6,630 | 4.97% | 6.08% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 350,044 | 6,451 | 0.29% | 0.04% | 51 | +293,287 | 516.74% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 340,218 | 6,270 | 0.02% | 0.02% | 52 | +68,724 | 25.31% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 332,035 | 6,119 | 0.03% | 0.0% | 53 | +304,900 | 1123.64% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 331,028 | 6,100 | 0.01% | 0.01% | 54 | +5,510 | 1.69% | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 330,762 | 6,095 | 1.57% | 1.97% | 55 | -85,807 | -20.6% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Reduced | 319,186 | 5,882 | 0.01% | 0.02% | 56 | -200,274 | -38.55% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 301,368 | 5,554 | 0.0% | 0.0% | 57 | +43,836 | 17.02% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 286,977 | 5,288 | 0.0% | 0.0% | 58 | -3,714 | -1.28% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 285,577 | 5,263 | 0.01% | 0.0% | 59 | +211,840 | 287.29% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 262,393 | 4,836 | 0.01% | 0.0% | 60 | +262,178 | 121943.26% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 262,028 | 4,829 | 0.0% | 0.0% | 61 | +9,609 | 3.81% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 249,340 | 4,595 | 0.0% | 0.0% | 62 | +97,880 | 64.62% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 240,558 | 4,433 | 0.0% | 0.0% | 63 | +88,422 | 58.12% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 236,407 | 4,356 | 0.0% | 0.0% | 64 | +139,569 | 144.13% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 228,311 | 4,207 | 0.0% | — | 65 | +228,311 | New | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 214,136 | 3,946 | 0.0% | 0.0% | 66 | +13,771 | 6.87% | Q4 2025 | Feb 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 210,938 | 3,887 | 0.0% | 0.01% | 67 | -96,166 | -31.31% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 205,060 | 3,779 | 0.0% | 0.0% | 68 | +25,672 | 14.31% | Q4 2025 | Feb 17, 2026 |
| TOWLE & CO | History | New | 200,820 | 3,701 | 0.98% | — | 69 | +200,820 | New | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 197,027 | 3,632 | 0.0% | 0.0% | 70 | +22,553 | 12.93% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 186,802 | 3,442 | 0.02% | — | 71 | +186,802 | New | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 174,170 | 3,209 | 0.0% | 0.0% | 72 | +101,253 | 138.86% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 173,768 | 3,202 | 0.0% | 0.0% | 73 | +22,164 | 14.62% | Q4 2025 | Feb 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 167,868 | 3,093 | 0.48% | 0.52% | 74 | -10,093 | -5.67% | Q4 2025 | Jan 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 162,367 | 2,992 | 0.0% | 0.0% | 75 | -7,993 | -4.69% | Q4 2025 | Feb 17, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 161,713 | 2,980 | 0.03% | 0.01% | 76 | +123,280 | 320.77% | Q4 2025 | Feb 13, 2026 |
| Ruffer LLP | History | New | 160,133 | 2,955 | 0.13% | — | 77 | +160,133 | New | Q4 2025 | Jan 28, 2026 |
| XTX Topco Ltd | History | New | 153,781 | 2,834 | 0.07% | — | 78 | +153,781 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 142,975 | 2,634 | 0.0% | — | 79 | +142,975 | New | Q4 2025 | Mar 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 125,744 | 2,317 | 0.0% | 0.02% | 80 | -1,020,804 | -89.03% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 124,029 | 2,285 | 0.01% | 0.01% | 81 | -10,171 | -7.58% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Added to | 123,615 | 2,278 | 0.01% | 0.01% | 82 | +5,831 | 4.95% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 120,645 | 2,223 | 0.0% | 0.0% | 83 | +105,715 | 708.07% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 115,957 | 2,136 | 0.0% | — | 84 | +115,957 | New | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 113,000 | 2,082 | 0.07% | 0.08% | 85 | -17,000 | -13.08% | Q4 2025 | Jan 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 102,902 | 1,896 | 0.0% | 0.0% | 86 | +11,493 | 12.57% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 102,693 | 1,892 | 0.0% | 0.0% | 87 | +234 | 0.23% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 95,472 | 1,759 | 0.0% | 0.0% | 88 | +3,180 | 3.45% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 94,598 | 1,742 | 0.0% | 0.0% | 89 | +10,900 | 13.02% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 92,605 | 1,706 | 0.11% | 0.12% | 90 | -2,622 | -2.75% | Q4 2025 | Jan 16, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 92,488 | 1,704 | 0.07% | 0.07% | 91 | -4,443 | -4.58% | Q4 2025 | Feb 04, 2026 |
| Verition Fund Management LLC | History | Reduced | 88,218 | 1,625 | 0.01% | 0.01% | 92 | -6,522 | -6.88% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 87,840 | 1,618 | 0.0% | 0.0% | 93 | +1,347 | 1.56% | Q4 2025 | Feb 17, 2026 |
| First Pacific Advisors, LP | History | No change | 85,883 | 1,582 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 83,949 | 1,547 | 0.0% | 0.0% | 95 | +24,138 | 40.36% | Q4 2025 | Jan 27, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 82,987 | 1,529 | 0.89% | 0.95% | 96 | -5,866 | -6.6% | Q4 2025 | Feb 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 81,687 | 1,505 | 0.01% | 0.01% | 97 | +10,194 | 14.26% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 80,109 | 1,476 | 0.0% | 0.0% | 98 | +12,941 | 19.27% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 76,645 | 1,412 | 0.0% | 0.0% | 99 | +3,238 | 4.41% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 70,771 | 1,304 | 0.0% | 0.0% | 100 | +10,700 | 17.81% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 69,676 | 1,284 | 0.01% | 0.01% | 101 | -954 | -1.35% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 68,600 | 1,264 | 0.0% | 0.0% | 102 | +21,900 | 46.9% | Q4 2025 | Feb 06, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 68,256 | 1,257 | 0.07% | 0.06% | 103 | +8,061 | 13.39% | Q4 2025 | Jan 15, 2026 |
| HOMESTEAD ADVISERS CORP | History | New | 66,800 | 1,231 | 0.03% | — | 104 | +66,800 | New | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 65,595 | 1,209 | 0.0% | 0.0% | 105 | +10,747 | 19.59% | Q4 2025 | Jan 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 64,752 | 1,193 | 0.0% | 0.0% | 106 | +3,343 | 5.44% | Q4 2025 | Feb 18, 2026 |
| Minerva Advisors LLC | History | New | 62,576 | 1,153 | 0.77% | — | 107 | +62,576 | New | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 62,528 | 1,152 | 0.0% | 0.0% | 108 | +2,106 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 60,686 | 1,118 | 0.01% | 0.01% | 109 | +5,119 | 9.21% | Q4 2025 | Feb 13, 2026 |
| Sandy Cove Advisors, LLC | History | New | 60,192 | 1,109 | 0.33% | — | 110 | +60,192 | New | Q4 2025 | Feb 09, 2026 |
| Arizona State Retirement System | History | Added to | 59,729 | 1,100 | 0.01% | 0.01% | 111 | +3,429 | 6.09% | Q4 2025 | Jan 28, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 59,571 | 1,097 | 0.06% | 0.07% | 112 | -4,491 | -7.01% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 58,513 | 1,078 | 0.0% | 0.0% | 113 | +18,527 | 46.33% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 57,370 | 1,057 | 0.0% | 0.0% | 114 | +32,007 | 126.2% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 56,500 | 1,041 | 0.01% | 0.01% | 115 | +21,500 | 61.43% | Q4 2025 | Feb 05, 2026 |
| SlateStone Wealth, LLC | History | No change | 55,436 | 1,022 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 53,252 | 981 | 0.01% | — | 117 | +53,252 | New | Q4 2025 | Feb 10, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 51,169 | 943 | 0.42% | 0.44% | 118 | -30,766 | -37.55% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | New | 50,198 | 925 | 0.02% | — | 119 | +50,198 | New | Q4 2025 | Feb 18, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 46,000 | 891 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 46,238 | 852 | 0.0% | 0.0% | 121 | +5,400 | 13.22% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,672 | 823 | 0.0% | 0.0% | 122 | +7,801 | 21.16% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 44,260 | 815 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 44,197 | 814 | 0.0% | 0.0% | 124 | +1,228 | 2.86% | Q4 2025 | Feb 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 43,443 | 800 | 0.03% | 0.03% | 125 | +4,713 | 12.17% | Q4 2025 | Jan 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 42,631 | 785 | 0.05% | 0.03% | 126 | +10,945 | 34.54% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 41,922 | 772 | 0.0% | 0.0% | 127 | +3,122 | 8.05% | Q4 2025 | Jan 29, 2026 |
| Sippican Capital Advisors | History | No change | 41,806 | 770 | 0.49% | 0.5% | 128 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 41,017 | 755 | 0.02% | — | 129 | +41,017 | New | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 40,489 | 746 | 0.0% | 0.0% | 130 | +6,845 | 20.35% | Q4 2025 | Feb 06, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 40,123 | 739 | 0.0% | — | 131 | +40,123 | New | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 39,565 | 729 | 0.03% | 0.03% | 132 | +35 | 0.09% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 39,300 | 724 | 0.0% | 0.0% | 133 | +18,300 | 87.14% | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | Added to | 36,953 | 681 | 0.02% | 0.01% | 134 | +3,278 | 9.73% | Q4 2025 | Feb 12, 2026 |
| Alliance Private Wealth, LLC | History | New | 31,008 | 680 | 0.24% | — | 135 | +31,008 | New | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 35,945 | 662 | 0.02% | 0.02% | 136 | +2,541 | 7.61% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 35,876 | 661 | 0.01% | 0.01% | 137 | +2,926 | 8.88% | Q4 2025 | Feb 05, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 35,000 | 645 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Weiss Asset Management LP | History | New | 34,896 | 643 | 0.01% | — | 139 | +34,896 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 34,839 | 642 | 0.0% | 0.0% | 140 | -595 | -1.68% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 33,501 | 617 | 0.0% | 0.0% | 141 | +15,082 | 81.88% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 33,238 | 612 | 0.0% | 0.0% | 142 | +2,746 | 9.01% | Q4 2025 | Jan 29, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 33,164 | 611 | 0.01% | 0.01% | 143 | -241 | -0.72% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 32,884 | 606 | 0.0% | 0.0% | 144 | +405 | 1.25% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 32,401 | 597 | 0.0% | 0.0% | 145 | +8 | 0.02% | Q4 2025 | Jan 30, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 32,270 | 594 | 0.02% | 0.02% | 146 | -3,000 | -8.51% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 32,118 | 591 | 0.0% | 0.0% | 147 | +4,895 | 17.98% | Q4 2025 | Feb 17, 2026 |
| Index Technologies Group LLC | History | New | 31,426 | 579 | 0.6% | — | 148 | +31,426 | New | Q4 2025 | Feb 12, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 29,526 | 544 | 0.14% | 0.12% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 28,624 | 527 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 27,812 | 512 | 0.0% | 0.0% | 151 | +584 | 2.14% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Added to | 26,900 | 495 | 0.0% | 0.0% | 152 | +21,800 | 427.45% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 26,866 | 495 | 0.0% | 0.0% | 153 | +4,083 | 17.92% | Q4 2025 | Feb 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 26,776 | 493 | 0.03% | 0.03% | 154 | -605 | -2.21% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,539 | 489 | 0.0% | 0.0% | 155 | -48,351 | -64.56% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 26,214 | 483 | 0.01% | 0.01% | 156 | +11,313 | 75.92% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Added to | 25,857 | 476 | 0.0% | 0.0% | 157 | +35 | 0.14% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 25,403 | 468 | 0.0% | 0.0% | 158 | +3,035 | 13.57% | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 22,907 | 422 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 22,014 | 405 | 0.0% | — | 160 | +22,014 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 21,400 | 394 | 0.0% | 0.0% | 161 | +19,500 | 1026.32% | Q4 2025 | Feb 11, 2026 |
| Genesis Wealth Advisors, LLC | History | New | 21,234 | 391 | 0.27% | — | 162 | +21,234 | New | Q4 2025 | Feb 13, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 20,362 | 375 | 0.34% | 0.35% | 163 | +134 | 0.66% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 19,868 | 366 | 0.0% | 0.0% | 164 | +4,348 | 28.02% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | Added to | 19,845 | 365 | 0.01% | 0.0% | 165 | +451 | 2.33% | Q4 2025 | Feb 03, 2026 |
| Twelve Points Wealth Management LLC | History | New | 18,154 | 352 | 0.08% | — | 166 | +18,154 | New | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,789 | 346 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 18,700 | 344 | 0.0% | 0.0% | 168 | -2,700 | -12.62% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 18,498 | 340 | 0.01% | 0.0% | 169 | +6,200 | 50.41% | Q4 2025 | Feb 02, 2026 |
| S&CO INC | History | No change | 18,305 | 337 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 17,991 | 331 | 0.01% | 0.01% | 171 | +1,553 | 9.45% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 17,512 | 322 | 0.0% | 0.0% | 172 | +2,069 | 13.4% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,330 | 321 | 0.0% | 0.0% | 173 | +1,514 | 9.57% | Q4 2025 | Jan 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,713 | 308 | 0.01% | 0.01% | 174 | +886 | 5.6% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 16,555 | 305 | 0.0% | 0.0% | 175 | +3,277 | 24.68% | Q4 2025 | Jan 26, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Reduced | 16,247 | 299 | 0.06% | 0.1% | 176 | -10,000 | -38.1% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 15,901 | 293 | 0.0% | 0.0% | 177 | -24,100 | -60.25% | Q4 2025 | Feb 12, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 15,866 | 292 | 0.03% | 0.02% | 178 | +3,439 | 27.67% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 15,611 | 287 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY TRUST CO | History | No change | 14,868 | 274 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 14,690 | 270 | 0.02% | — | 182 | +14,690 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 14,663 | 270 | 0.0% | — | 181 | +14,663 | New | Q4 2025 | Feb 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 14,498 | 267 | 0.03% | 0.03% | 183 | +3,065 | 26.81% | Q4 2025 | Jan 13, 2026 |
| SOMERVILLE KURT F | History | No change | 14,248 | 262 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PCM Encore, LLC | History | New | 14,109 | 260 | 0.06% | — | 185 | +14,109 | New | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 13,882 | 256 | 0.0% | 0.0% | 186 | +1,714 | 14.09% | Q4 2025 | Feb 18, 2026 |
| Single Point Partners, LLC | History | No change | 13,845 | 255 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,662 | 251 | 0.0% | 0.01% | 188 | -422,855 | -96.87% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 13,619 | 251 | 0.01% | 0.01% | 189 | +820 | 6.41% | Q4 2025 | Jan 26, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 13,545 | 249 | 0.08% | 0.05% | 190 | +5,369 | 65.67% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | New | 13,091 | 241 | 0.0% | — | 191 | +13,091 | New | Q4 2025 | Mar 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,995 | 239 | 0.0% | 0.0% | 192 | +215 | 1.68% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,961 | 238 | 0.0% | 0.0% | 193 | -11,777 | -47.61% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 12,884 | 237 | 0.0% | 0.0% | 194 | -739 | -5.42% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 12,801 | 235 | 0.02% | — | 196 | +12,801 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 12,778 | 235 | 0.0% | — | 195 | +12,778 | New | Q4 2025 | Feb 18, 2026 |
| Tortoise Investment Management, LLC | History | No change | 12,478 | 229 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 12,108 | 223 | 0.0% | 0.0% | 198 | -678 | -5.3% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 11,439 | 211 | 0.0% | 0.0% | 199 | +7,721 | 207.67% | Q4 2025 | Jan 26, 2026 |
| Jefferies Financial Group Inc. | History | New | 11,429 | 210 | 0.0% | — | 200 | +11,429 | New | Q4 2025 | Feb 09, 2026 |
| Ledyard National Bank | History | No change | 11,398 | 210 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,985 | 202 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,675 | 196 | 0.0% | 0.0% | 203 | +7 | 0.07% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 10,000 | 194 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Choate Investment Advisors | History | No change | 10,580 | 194 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,409 | 191 | 0.0% | 0.0% | 207 | -2,163 | -17.2% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 10,387 | 191 | 0.01% | 0.01% | 206 | +248 | 2.45% | Q4 2025 | Feb 06, 2026 |
| Roundview Capital LLC | History | No change | 10,326 | 190 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Forum Financial Management, LP | History | New | 10,104 | 186 | 0.0% | — | 209 | +10,104 | New | Q4 2025 | Jan 27, 2026 |
| FineMark National Bank & Trust | History | No change | 10,000 | 184 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 9,912 | 182 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 8,232 | 151 | 0.06% | 0.08% | 212 | -2,668 | -24.48% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,077 | 130 | 0.0% | 0.0% | 214 | +6,397 | 940.74% | Q4 2025 | Jan 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 7,092 | 130 | 0.09% | 0.08% | 213 | +543 | 8.29% | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Added to | 6,963 | 128 | 0.0% | 0.0% | 215 | +345 | 5.21% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,872 | 126 | 0.0% | 0.01% | 216 | -4,603 | -40.11% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 5,986 | 110 | 0.0% | — | 217 | +5,986 | New | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 5,809 | 107 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,318 | 98 | 0.0% | 0.0% | 219 | +487 | 10.08% | Q4 2025 | Jan 20, 2026 |
| Knott David M Jr | History | No change | 5,000 | 92 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4,352 | 80 | 0.02% | — | 221 | +4,352 | New | Q4 2025 | Mar 03, 2026 |
| State of Wyoming | History | New | 4,132 | 76 | 0.01% | — | 222 | +4,132 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,311 | 61 | 0.0% | — | 223 | +3,311 | New | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 3,243 | 59 | 0.04% | — | 224 | +3,243 | New | Q4 2025 | Jan 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,065 | 56 | 0.0% | 0.0% | 225 | +1,332 | 76.86% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 2,836 | 52 | 0.0% | — | 226 | +2,836 | New | Q4 2025 | Mar 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,800 | 51 | 0.0% | — | 227 | +2,800 | New | Q4 2025 | Jan 21, 2026 |
| Sachetta, LLC | History | Added to | 2,634 | 48 | 0.03% | 0.02% | 228 | +17 | 0.65% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,478 | 45 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,433 | 44 | 0.0% | 0.0% | 230 | -1 | -0.04% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 2,253 | 41 | 0.0% | — | 231 | +2,253 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,040 | 37 | 0.0% | 0.0% | 232 | +368 | 22.01% | Q4 2025 | Jan 15, 2026 |
| PFS Partners, LLC | History | Added to | 2,059 | 37 | 0.02% | 0.02% | 233 | +107 | 5.48% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Reduced | 1,959 | 36 | 0.0% | 0.0% | 235 | -12 | -0.61% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,983 | 36 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Corsicana & Co. | History | No change | 2,000 | 36 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DANSKE BANK A/S | History | Added to | 1,900 | 35 | 0.0% | 0.0% | 237 | +1,600 | 533.33% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,800 | 33 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,673 | 30 | 0.0% | 0.0% | 239 | -1,029 | -38.08% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,637 | 30 | 0.0% | 0.0% | 240 | +762 | 87.09% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,385 | 25 | 0.0% | 0.0% | 241 | +232 | 20.12% | Q4 2025 | Jan 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,286 | 23 | 0.0% | 0.0% | 242 | +468 | 57.21% | Q4 2025 | Jan 05, 2026 |
| MAI Capital Management | History | Added to | 1,206 | 22 | 0.0% | 0.0% | 243 | +1,038 | 617.86% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1,031 | 19 | 0.0% | 0.0% | 244 | -1,368 | -57.02% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,000 | 18 | 0.02% | — | 247 | +1,000 | New | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 989 | 18 | 0.0% | 0.0% | 246 | -180 | -15.4% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | No change | 1,000 | 18 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 953 | 17 | 0.0% | 0.0% | 248 | -127 | -11.76% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 952 | 17 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 964 | 16 | 0.0% | — | 250 | +964 | New | Q4 2025 | Feb 11, 2026 |
| Clean Yield Group | History | No change | 900 | 16 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | New | 707 | 13 | 0.0% | — | 252 | +707 | New | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 747 | 13 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 615 | 11 | 0.0% | — | 254 | +615 | New | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 490 | 9 | 0.0% | 0.0% | 255 | -1,610 | -76.67% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 530 | 9 | 0.0% | 0.0% | 256 | +83 | 18.57% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 415 | 7 | 0.0% | 0.0% | 258 | +320 | 336.84% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 418 | 7 | 0.0% | 0.0% | 257 | +108 | 34.84% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 302 | 5 | 0.0% | — | 260 | +302 | New | Q4 2025 | Jan 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 256 | 5 | 0.0% | 0.0% | 259 | -4 | -1.54% | Q4 2025 | Jan 20, 2026 |
| Quarry LP | History | Reduced | 220 | 4 | 0.0% | 0.0% | 262 | -188 | -46.08% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 243 | 4 | 0.0% | 0.0% | 261 | +63 | 35.0% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 192 | 3 | 0.0% | 0.0% | 263 | +26 | 15.66% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 128 | 2 | 0.0% | — | 265 | +128 | New | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 123 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 101 | 1 | 0.0% | — | 271 | +101 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 91 | 1 | 0.0% | — | 269 | +52 | 133.33% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 90 | 1 | 0.0% | — | 268 | +51 | 130.77% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 2.18% | — | -2,597,878 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -2,436,204 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -353,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -266,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -216,307 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -202,719 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -99,428 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -71,331 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -56,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -51,667 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -36,071 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -32,996 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.11% | — | -24,976 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -24,955 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AlphaQuest LLC | History | Reduced | 1 | 0 | — | 0.03% | — | -24,127 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,128 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,604 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,730 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,213 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q3 2025 | Mar 30, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,453 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,124 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -432 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bell Investment Advisors, Inc | History | New | 52 | 0 | — | — | — | +52 | New | Q4 2025 | Feb 24, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | New | 49 | 0 | — | — | — | +49 | New | Q4 2025 | Mar 16, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -43 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 13, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trust Co | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 38 | 0 | — | — | — | -9 | -19.15% | Q4 2025 | Jan 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 18 | 0 | — | — | — | +6 | 50.0% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Jan 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |