EASTGROUP PROPERTIES INC - EGP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 79 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 | 7,345,542 | 1,308,534 | 0.02% | 0.02% | 1 | -4,931 | -0.07% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 7,128,537 | 1,269,877 | 0.02% | 0.02% | 2 | +127,285 | 1.82% | Q4 2025 | Feb 12, 2026 |
| COHEN & STEERS, INC. | History | Added to | 3,063,576 | 545,746 | 0.99% | 0.87% | 3 | +200,617 | 7.01% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 2,646,052 | 475,385 | 0.02% | 0.02% | 4 | -37,659 | -1.4% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,303,804 | 410,404 | 0.21% | 0.17% | 5 | +318,261 | 16.03% | Q4 2025 | Feb 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,646,834 | 293,368 | 0.03% | 0.03% | 6 | -133,626 | -7.51% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,577,716 | 281,054 | 0.03% | — | 7 | +1,577,716 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 1,233,742 | 219,779 | 0.01% | 0.01% | 8 | -53,867 | -4.18% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 1,182,997 | 210,760 | 0.22% | 0.21% | 9 | -21,214 | -1.76% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,153,355 | 205,495 | 0.01% | 0.01% | 10 | +26,191 | 2.32% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 1,024,829 | 182,562 | 0.03% | 0.02% | 11 | +132,878 | 14.9% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Reduced | 1,010,996 | 180,098 | 0.05% | 0.05% | 12 | -32,096 | -3.08% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 781,927 | 139,292 | 0.02% | 0.02% | 13 | +34,698 | 4.64% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 773,269 | 137,756 | 0.03% | 0.03% | 14 | +18,733 | 2.48% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 738,170 | 131,497 | 0.01% | 0.01% | 15 | -287,065 | -28.0% | Q4 2025 | Feb 11, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 711,109 | 126,676 | 1.86% | 1.63% | 16 | +34,515 | 5.1% | Q4 2025 | Feb 10, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 692,493 | 123,361 | 0.39% | 0.41% | 17 | -19,044 | -2.68% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 675,211 | 120,282 | 0.01% | 0.01% | 18 | +4,163 | 0.62% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 666,373 | 120,038 | 0.04% | 0.04% | 19 | -32,625 | -4.67% | Q4 2025 | Feb 18, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 607,371 | 108,197 | 0.04% | 0.04% | 20 | -66,803 | -9.91% | Q4 2025 | Feb 11, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 566,295 | 100,879 | 0.28% | 0.15% | 21 | +280,819 | 98.37% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 531,735 | 94,723 | 0.01% | 0.01% | 22 | -56,570 | -9.62% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 474,800 | 84,580 | 0.01% | 0.01% | 23 | +33,521 | 7.6% | Q4 2025 | Feb 10, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 422,290 | 75,226 | 0.74% | 0.51% | 24 | +124,971 | 42.03% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 415,556 | 74,027 | 0.01% | 0.0% | 25 | -5,811 | -1.38% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 382,207 | 68,086 | 0.01% | 0.01% | 26 | -6,693 | -1.72% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 361,120 | 64,329 | 0.13% | 0.12% | 27 | +90,423 | 33.4% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 339,896 | 60,549 | 0.08% | 0.08% | 28 | -31,274 | -8.43% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 336,177 | 59,886 | 0.26% | 0.25% | 29 | -10,519 | -3.03% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 315,826 | 56,261 | 0.01% | 0.01% | 30 | +36,479 | 13.06% | Q4 2025 | Feb 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 289,610 | 52,194 | 0.08% | 0.08% | 31 | +1,718 | 0.6% | Q4 2025 | Jan 28, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 287,705 | 51,253 | 0.44% | 0.45% | 32 | -12,380 | -4.13% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 277,412 | 49,418 | 0.01% | 0.01% | 33 | -1,757 | -0.63% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 265,023 | 47,211 | 0.04% | — | 34 | +265,023 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 255,268 | 45,475 | 0.05% | 0.07% | 35 | -83,873 | -24.73% | Q4 2025 | Feb 17, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Reduced | 236,158 | 42,138 | 0.66% | 0.68% | 36 | -8,162 | -3.34% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 217,326 | 38,714 | 0.0% | 0.0% | 37 | +16,481 | 8.21% | Q4 2025 | Feb 17, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 207,825 | 37,021 | 1.11% | 0.84% | 38 | -7,375 | -3.43% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 201,816 | 36,316 | 0.03% | — | 39 | +201,816 | New | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 202,805 | 36,127 | 0.13% | 0.09% | 40 | +41,723 | 25.9% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 199,295 | 35,502 | 0.05% | 0.04% | 41 | -735 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 199,158 | 35,478 | 0.11% | 0.14% | 42 | -55,000 | -21.64% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 198,900 | 35,432 | 0.2% | 0.16% | 43 | +46,653 | 30.64% | Q4 2025 | Jan 26, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 194,367 | 34,624 | 0.01% | 0.01% | 44 | +12,891 | 7.1% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 191,536 | 34,120 | 1.01% | 0.98% | 45 | -22,482 | -10.5% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 178,716 | 31,836 | 0.1% | 0.12% | 46 | -28,656 | -13.82% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 174,788 | 31,137 | 0.02% | 0.09% | 47 | -652,576 | -78.87% | Q4 2025 | Feb 19, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 172,090 | 30,656 | 0.04% | 0.02% | 48 | +91,231 | 112.83% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 166,819 | 29,717 | 0.2% | 0.19% | 49 | -6,254 | -3.61% | Q4 2025 | Feb 17, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 164,388 | 29,284 | 2.94% | 3.09% | 50 | -22,030 | -11.82% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 162,097 | 28,875 | 0.01% | 0.02% | 51 | -69,289 | -29.95% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 152,541 | 27,173 | 0.02% | 0.02% | 52 | -4,494 | -2.86% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | Added to | 151,515 | 26,990 | 0.02% | 0.02% | 53 | +6,234 | 4.29% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 143,620 | 25,584 | 0.0% | 0.0% | 54 | +182 | 0.13% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 135,200 | 24,557 | 0.08% | 0.07% | 55 | +4,430 | 3.39% | Q4 2025 | Feb 18, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 137,671 | 24,524 | 0.02% | 0.03% | 56 | -17,242 | -11.13% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 137,597 | 24,511 | 0.09% | 0.09% | 57 | -14,498 | -9.53% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 137,067 | 24,417 | 0.01% | 0.0% | 58 | +56,719 | 70.59% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | Reduced | 134,633 | 24,120 | 0.42% | 0.44% | 59 | -5,074 | -3.63% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 130,033 | 23,164 | 0.01% | 0.01% | 60 | +14,528 | 12.58% | Q4 2025 | Mar 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 128,700 | 22,926 | 0.01% | 0.01% | 61 | -8,293 | -6.05% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 123,991 | 22,087 | 0.07% | 0.07% | 62 | -285 | -0.23% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 117,342 | 21,297 | 0.04% | 0.04% | 63 | -6,974 | -5.61% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 118,002 | 21,008 | 0.04% | 0.03% | 64 | -6,113 | -4.93% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 104,589 | 18,982 | 0.02% | 0.01% | 65 | +32,383 | 44.85% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 105,898 | 18,864 | 0.0% | 0.0% | 66 | -2,258 | -2.09% | Q4 2025 | Mar 25, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 105,327 | 18,762 | 0.02% | 0.02% | 67 | -8,135 | -7.17% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 105,187 | 18,738 | 0.01% | 0.01% | 68 | +3,400 | 3.34% | Q4 2025 | Feb 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 98,485 | 17,811 | 0.05% | 0.05% | 69 | -1,657 | -1.65% | Q4 2025 | Jan 27, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 91,350 | 16,273 | 0.01% | 0.01% | 70 | +2,214 | 2.48% | Q4 2025 | Feb 12, 2026 |
| BAMCO INC /NY/ | History | No change | 84,614 | 15,073 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 83,604 | 14,893 | 0.02% | 0.02% | 72 | +22,958 | 37.86% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 82,653 | 14,732 | 0.0% | 0.0% | 73 | -39,157 | -32.15% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 82,079 | 14,621 | 0.04% | 0.04% | 74 | +2,670 | 3.36% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 81,700 | 14,554 | 0.03% | 0.03% | 75 | +1,522 | 1.9% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 78,389 | 13,964 | 0.01% | 0.01% | 76 | -4,138 | -5.01% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 75,767 | 13,497 | 0.0% | 0.0% | 77 | +1,756 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 75,560 | 13,460 | 0.05% | — | 78 | +75,560 | New | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 72,308 | 12,848 | 0.01% | 0.01% | 79 | -10,225 | -12.39% | Q4 2025 | Jan 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 71,697 | 12,772 | 0.03% | 0.03% | 80 | -4,176 | -5.5% | Q4 2025 | Jan 30, 2026 |
| SG Americas Securities, LLC | History | Added to | 71,023 | 12,652 | 0.02% | 0.02% | 81 | +27,557 | 63.4% | Q4 2025 | Jan 09, 2026 |
| Hazelview Securities Inc. | History | Reduced | 69,115 | 12,433 | 2.39% | 3.32% | 82 | -34,930 | -33.57% | Q4 2025 | Feb 17, 2026 |
| Adelante Capital Management LLC | History | Reduced | 67,903 | 12,096 | 0.82% | 0.86% | 83 | -7,875 | -10.39% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 66,600 | 11,867 | 0.05% | — | 84 | +66,600 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 63,920 | 11,386 | 0.04% | 0.04% | 85 | -473 | -0.73% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Reduced | 60,588 | 10,793 | 0.0% | 0.0% | 86 | -873 | -1.42% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 59,976 | 10,684 | 0.01% | 0.0% | 87 | +58,757 | 4820.1% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 57,893 | 10,313 | 0.01% | 0.01% | 88 | -964 | -1.64% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 56,492 | 10,063 | 0.04% | 0.04% | 89 | +3,883 | 7.38% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 55,089 | 9,813 | 0.07% | 0.07% | 90 | +240 | 0.44% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 53,630 | 9,554 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | Reduced | 53,462 | 9,523 | 0.0% | 0.0% | 92 | -9,984 | -15.74% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 53,338 | 9,501 | 0.05% | 0.04% | 93 | -1,263 | -2.31% | Q4 2025 | Feb 12, 2026 |
| DAVIS SELECTED ADVISERS | History | Reduced | 51,630 | 9,197 | 0.04% | 0.05% | 94 | -1,310 | -2.47% | Q4 2025 | Feb 02, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 51,050 | 9,094 | 0.01% | 0.01% | 95 | -494 | -0.96% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 50,591 | 9,012 | 0.01% | 0.01% | 96 | +698 | 1.4% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 49,776 | 8,867 | 0.02% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 48,714 | 8,677 | 0.02% | 0.01% | 98 | +5,908 | 13.8% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 48,239 | 8,593 | 0.02% | 0.02% | 99 | +3,636 | 8.15% | Q4 2025 | Jan 27, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 47,600 | 8,479 | 2.36% | 1.56% | 100 | +10,600 | 28.65% | Q4 2025 | Mar 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 45,466 | 8,093 | 0.0% | 0.02% | 101 | -151,313 | -76.89% | Q4 2025 | Feb 17, 2026 |
| Channing Capital Management, LLC | History | Reduced | 44,616 | 7,947 | 0.2% | 0.25% | 102 | -10,568 | -19.15% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Reduced | 44,189 | 7,871 | 0.3% | 0.3% | 103 | -1,212 | -2.67% | Q4 2025 | Feb 03, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 44,023 | 7,842 | 0.03% | 0.03% | 104 | -678 | -1.52% | Q4 2025 | Jan 30, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 42,705 | 7,607 | 0.41% | 0.34% | 105 | +5,160 | 13.74% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 41,850 | 7,528 | 0.01% | 0.0% | 106 | +1,484 | 3.68% | Q4 2025 | Feb 03, 2026 |
| Greenland Capital Management LP | History | Added to | 41,446 | 7,383 | 0.78% | 0.13% | 107 | +33,946 | 452.61% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 41,307 | 7,358 | 0.01% | 0.0% | 108 | +27,383 | 196.66% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 40,947 | 7,294 | 0.21% | 0.17% | 109 | +5,873 | 16.74% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,649 | 6,885 | 0.0% | — | 110 | +38,649 | New | Q4 2025 | Feb 17, 2026 |
| Sophron Capital Management L.P. | History | Added to | 38,110 | 6,788 | 2.18% | 0.54% | 111 | +27,826 | 270.58% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 37,059 | 6,601 | 0.38% | 0.24% | 112 | +13,391 | 56.58% | Q4 2025 | Jan 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 36,943 | 6,581 | 0.42% | 0.41% | 113 | -219 | -0.59% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 36,430 | 6,489 | 0.0% | 0.0% | 114 | +5,608 | 18.19% | Q4 2025 | Feb 17, 2026 |
| Bayhunt Capital LLC | History | New | 35,326 | 6,292 | 3.47% | — | 115 | +35,326 | New | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 33,376 | 5,945 | 0.2% | 0.22% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollo Management Holdings, L.P. | History | New | 32,890 | 5,859 | 0.05% | — | 117 | +32,890 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 32,298 | 5,753 | 0.01% | 0.02% | 118 | -5,050 | -13.52% | Q4 2025 | Feb 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,699 | 5,646 | 0.01% | 0.01% | 119 | +2,136 | 7.23% | Q4 2025 | Feb 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 31,470 | 5,605 | 0.06% | 0.05% | 120 | -160 | -0.51% | Q4 2025 | Jan 23, 2026 |
| Taproot Management LP | History | New | 30,995 | 5,521 | 0.89% | — | 121 | +30,995 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 30,696 | 5,468 | 0.03% | 0.03% | 122 | -341 | -1.1% | Q4 2025 | Feb 10, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 30,678 | 5,464 | 0.04% | — | 123 | +30,678 | New | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 174,997 | 5,300 | 0.01% | 0.01% | 124 | +150,822 | 623.88% | Q4 2025 | Mar 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 29,309 | 5,221 | 0.0% | 0.0% | 125 | +1,419 | 5.09% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 29,200 | 5,201 | 0.01% | 0.01% | 126 | -500 | -1.68% | Q4 2025 | Feb 17, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 27,700 | 5,125 | 0.16% | 0.15% | 127 | -5,506 | -16.58% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 28,676 | 5,108 | 0.02% | 0.01% | 128 | -52 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 28,363 | 5,052 | 0.0% | 0.0% | 129 | +1,378 | 5.11% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 27,886 | 4,817 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 26,385 | 4,700 | 0.0% | 0.0% | 131 | +8,841 | 50.39% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,144 | 4,479 | 0.01% | 0.01% | 132 | -1,019 | -3.89% | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 24,583 | 4,379 | 0.0% | 0.0% | 133 | +986 | 4.18% | Q4 2025 | Feb 13, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Added to | 24,175 | 4,306 | 1.41% | 0.89% | 134 | +6,359 | 35.69% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 23,913 | 4,259 | 0.13% | 0.25% | 135 | -24,244 | -50.34% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,330 | 4,156 | 0.03% | 0.03% | 136 | -1,088 | -4.46% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 22,778 | 4,057 | 0.03% | 0.03% | 137 | -209 | -0.91% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 22,662 | 4,036 | 0.0% | 0.0% | 138 | -117 | -0.51% | Q4 2025 | Feb 11, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 22,335 | 4,034 | 0.02% | 0.02% | 139 | -1,222 | -5.19% | Q4 2025 | Feb 06, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 22,186 | 3,952 | 0.01% | 0.01% | 140 | -1,617 | -6.79% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 22,166 | 3,948 | 0.04% | 0.04% | 141 | -2,430 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Castellan Group | History | Added to | 21,733 | 3,871 | 0.49% | 0.51% | 142 | +984 | 4.74% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 20,780 | 3,701 | 0.06% | 0.05% | 143 | -1,302 | -5.9% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 19,807 | 3,562 | 0.01% | 0.01% | 144 | -2,537 | -11.35% | Q4 2025 | Jan 15, 2026 |
| Aberdeen Group plc | History | Reduced | 19,142 | 3,409 | 0.01% | 0.01% | 145 | -2,070 | -9.76% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 19,133 | 3,408 | 0.0% | 0.01% | 146 | -2,329 | -10.85% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,228 | 3,385 | 0.04% | 0.03% | 147 | -204 | -1.11% | Q4 2025 | Jan 21, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 18,531 | 3,301 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 18,441 | 3,246 | 0.0% | 0.0% | 149 | +11,062 | 149.91% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 18,048 | 3,215 | 0.05% | 0.04% | 150 | +4,612 | 34.33% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 18,002 | 3,206 | 0.04% | 0.03% | 151 | +146 | 0.82% | Q4 2025 | Feb 02, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 17,041 | 3,035 | 0.64% | 0.76% | 152 | -147 | -0.86% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 16,819 | 2,996 | 0.09% | 0.16% | 153 | -6,027 | -26.38% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 16,544 | 2,947 | 0.02% | 0.02% | 154 | +350 | 2.16% | Q4 2025 | Jan 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 16,153 | 2,877 | 0.04% | — | 155 | +16,153 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 16,144 | 2,875 | 0.0% | 0.0% | 156 | +273 | 1.72% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 15,720 | 2,800 | 0.02% | 0.02% | 157 | -1,311 | -7.7% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 15,620 | 2,782 | 0.02% | 0.02% | 158 | -3,910 | -20.02% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,300 | 2,725 | 0.0% | — | 159 | +15,300 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 14,791 | 2,634 | 0.01% | 0.01% | 160 | -749 | -4.82% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,700 | 2,618 | 0.04% | 0.04% | 161 | -100 | -0.68% | Q4 2025 | Jan 16, 2026 |
| Holocene Advisors, LP | History | Reduced | 14,300 | 2,547 | 0.01% | 0.01% | 162 | -12,023 | -45.67% | Q4 2025 | Feb 17, 2026 |
| WESTPAC BANKING CORP | History | Added to | 13,916 | 2,478 | 0.16% | 0.13% | 163 | +1,780 | 14.67% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 13,411 | 2,389 | 0.01% | — | 164 | +13,411 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,146 | 2,341 | 0.0% | 0.0% | 165 | +2,550 | 24.07% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,910 | 2,299 | 0.0% | 0.0% | 166 | +99 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 12,753 | 2,271 | 0.0% | 0.0% | 167 | -328 | -2.51% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,741 | 2,269 | 0.07% | 0.07% | 168 | -473 | -3.58% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 12,627 | 2,249 | 0.01% | 0.01% | 169 | -100 | -0.79% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 12,597 | 2,244 | 0.01% | 0.0% | 170 | +4,720 | 59.92% | Q4 2025 | Jan 30, 2026 |
| Metis Global Partners, LLC | History | Added to | 12,597 | 2,244 | 0.05% | 0.05% | 171 | +776 | 6.56% | Q4 2025 | Feb 11, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 12,551 | 2,235 | 1.58% | — | 172 | +12,551 | New | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,160 | 2,166 | 0.01% | 0.01% | 173 | +1,315 | 12.13% | Q4 2025 | Feb 03, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 12,124 | 2,159 | 0.02% | 0.02% | 174 | -1,871 | -13.37% | Q4 2025 | Feb 03, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 12,112 | 2,157 | 0.09% | 0.1% | 175 | -2,457 | -16.86% | Q4 2025 | Feb 09, 2026 |
| BankPlus Trust Department | History | No change | 12,060 | 2,148 | 0.56% | 0.55% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PEAK6 LLC | History | New | 11,975 | 2,133 | 0.0% | — | 177 | +11,975 | New | Q4 2025 | Mar 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 11,915 | 2,122 | 0.02% | 0.03% | 178 | +44 | 0.37% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,726 | 2,088 | 0.0% | 0.0% | 179 | -843 | -6.71% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 11,609 | 2,068 | 0.01% | 0.01% | 180 | -6,127 | -34.55% | Q4 2025 | Jan 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,400 | 2,045 | 0.01% | 0.01% | 181 | +400 | 3.64% | Q4 2025 | Jan 28, 2026 |
| Horizon Investments, LLC | History | New | 11,210 | 1,996 | 0.03% | — | 182 | +11,210 | New | Q4 2025 | Feb 02, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 10,900 | 1,941 | 0.01% | 0.02% | 183 | -3,900 | -26.35% | Q4 2025 | Feb 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 10,826 | 1,928 | 0.02% | 0.02% | 184 | +749 | 7.43% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,610 | 1,890 | 0.02% | 0.02% | 185 | -82 | -0.77% | Q4 2025 | Feb 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 10,537 | 1,877 | 0.11% | 0.09% | 186 | +842 | 8.68% | Q4 2025 | Feb 09, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 10,440 | 1,875 | 0.03% | 0.03% | 187 | -240 | -2.25% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | New | 10,272 | 1,829 | 0.0% | — | 188 | +10,272 | New | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,000 | 1,781 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | New | 9,594 | 1,709 | 0.01% | — | 190 | +9,594 | New | Q4 2025 | Feb 09, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 9,556 | 1,702 | 0.0% | 0.0% | 191 | -2,554 | -21.09% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 9,212 | 1,641 | 0.0% | 0.0% | 192 | +101 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 9,034 | 1,609 | 0.05% | 0.02% | 193 | +3,657 | 68.01% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,022 | 1,607 | 0.0% | 0.0% | 194 | -11,310 | -55.63% | Q4 2025 | Feb 02, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 8,300 | 1,519 | 0.38% | 0.4% | 195 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 8,436 | 1,502 | 0.01% | 0.0% | 196 | +1,594 | 23.3% | Q4 2025 | Feb 12, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 8,400 | 1,496 | 0.11% | 0.13% | 197 | -900 | -9.68% | Q4 2025 | Feb 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 8,199 | 1,460 | 0.01% | 0.01% | 198 | +306 | 3.88% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 8,174 | 1,456 | 0.04% | 0.09% | 199 | -74 | -0.9% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | Reduced | 8,142 | 1,450 | 0.04% | 0.06% | 200 | -3,759 | -31.59% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,065 | 1,436 | 0.0% | 0.0% | 201 | +557 | 7.42% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | Added to | 7,928 | 1,426 | 0.03% | 0.03% | 202 | +39 | 0.49% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 8,000 | 1,425 | 0.69% | 0.65% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 7,906 | 1,408 | 0.0% | 0.0% | 204 | +83 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,853 | 1,398 | 0.01% | 0.01% | 205 | -356 | -4.34% | Q4 2025 | Feb 12, 2026 |
| Hardin Capital Partners, LLC | History | No change | 7,755 | 1,381 | 0.65% | 0.7% | 206 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Aurora Investment Counsel | History | Reduced | 7,605 | 1,354 | 0.71% | 0.73% | 207 | -678 | -8.19% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,581 | 1,350 | 0.0% | 0.0% | 208 | -2,561 | -25.25% | Q4 2025 | Feb 12, 2026 |
| Paralel Advisors LLC | History | No change | 7,395 | 1,317 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 7,057 | 1,257 | 0.04% | 0.03% | 210 | +395 | 5.93% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 7,053 | 1,256 | 0.01% | — | 211 | +7,053 | New | Q4 2025 | Feb 05, 2026 |
| Inscription Capital, LLC | History | Added to | 6,991 | 1,245 | 0.13% | 0.13% | 212 | +76 | 1.1% | Q4 2025 | Jan 29, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 6,966 | 1,240 | 0.7% | 1.03% | 213 | -4,255 | -37.92% | Q4 2025 | Jan 13, 2026 |
| NEOS Investment Management LLC | History | Added to | 6,952 | 1,238 | 0.01% | 0.01% | 214 | +2,090 | 42.99% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 6,821 | 1,215 | 0.01% | 0.01% | 215 | -551 | -7.47% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | New | 6,733 | 1,199 | 0.0% | — | 216 | +6,733 | New | Q4 2025 | Feb 11, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 6,724 | 1,197 | 0.13% | 0.22% | 217 | -5,588 | -45.39% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 6,718 | 1,196 | 0.01% | 0.01% | 218 | +787 | 13.27% | Q4 2025 | Feb 17, 2026 |
| Convergence Investment Partners, LLC | History | New | 6,710 | 1,195 | 0.24% | — | 219 | +6,710 | New | Q4 2025 | Feb 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 6,632 | 1,181 | 0.18% | 0.19% | 220 | -879 | -11.7% | Q4 2025 | Jan 27, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 6,523 | 1,162 | 0.06% | 0.08% | 221 | +394 | 6.43% | Q4 2025 | Feb 12, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 6,510 | 1,159 | 0.21% | 0.2% | 222 | -14 | -0.21% | Q4 2025 | Feb 09, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 6,378 | 1,136 | 0.13% | 0.12% | 223 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 5,933 | 1,056 | 0.0% | 0.0% | 224 | -475 | -7.41% | Q4 2025 | Feb 12, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 5,727 | 1,020 | 0.16% | 0.17% | 225 | -25 | -0.43% | Q4 2025 | Jan 29, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 5,725 | 1,019 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 5,517 | 982 | 0.0% | — | 227 | +5,517 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,453 | 971 | 0.0% | 0.0% | 228 | +115 | 2.15% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,347 | 952 | 0.0% | 0.0% | 229 | +156 | 3.01% | Q4 2025 | Feb 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,309 | 945 | 0.05% | 0.03% | 230 | +1,576 | 42.22% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,276 | 939 | 0.01% | 0.01% | 231 | -706 | -11.8% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,047 | 899 | 0.03% | 0.03% | 232 | +214 | 4.43% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,037 | 897 | 0.0% | 0.0% | 233 | +470 | 10.29% | Q4 2025 | Feb 11, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 4,948 | 894 | 0.75% | 0.73% | 234 | -384 | -7.2% | Q4 2025 | Jan 28, 2026 |
| XPONANCE LLC | History | Reduced | 4,941 | 880 | 0.01% | 0.01% | 235 | -995 | -16.76% | Q4 2025 | Feb 12, 2026 |
| Trivant Custom Portfolio Group, LLC | History | New | 4,933 | 878 | 0.51% | — | 236 | +4,933 | New | Q4 2025 | Jan 21, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 4,933 | 878 | 0.51% | — | 237 | +4,933 | New | Q4 2025 | Jan 21, 2026 |
| FJ Capital Management LLC | History | New | 4,789 | 853 | 0.09% | — | 238 | +4,789 | New | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,668 | 831 | 0.0% | — | 239 | +4,668 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,659 | 829 | 0.0% | 0.0% | 240 | +85 | 1.86% | Q4 2025 | Feb 06, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 4,650 | 828 | 0.19% | 0.14% | 241 | +1,353 | 41.04% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,561 | 825 | 0.0% | 0.0% | 242 | +1,924 | 72.96% | Q4 2025 | Jan 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,606 | 820 | 0.0% | 0.0% | 243 | -362 | -7.29% | Q4 2025 | Feb 12, 2026 |
| Enclave Advisors LLC | History | Reduced | 4,590 | 817 | 0.12% | 0.2% | 244 | -3,120 | -40.47% | Q4 2025 | Jan 14, 2026 |
| Mach-1 Financial Group, LLC | History | New | 4,578 | 815 | 0.17% | — | 245 | +4,578 | New | Q4 2025 | Feb 06, 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | History | Reduced | 4,526 | 806 | 0.4% | 0.39% | 246 | -60 | -1.31% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 4,494 | 800 | 0.03% | 0.03% | 247 | +328 | 7.87% | Q4 2025 | Jan 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,441 | 791 | 0.0% | 0.0% | 248 | -6,048 | -57.66% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,401 | 783 | 0.0% | 0.01% | 249 | -2,834 | -39.17% | Q4 2025 | Jan 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 4,320 | 769 | 0.02% | 0.02% | 250 | +76 | 1.79% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,273 | 761 | 0.0% | 0.0% | 251 | -360 | -7.77% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,257 | 758 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,119 | 733 | 0.0% | 0.0% | 253 | +214 | 5.48% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,041 | 719 | 0.02% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 3,999 | 712 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,928 | 699 | 0.01% | 0.01% | 256 | +1,019 | 35.03% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,854 | 686 | 0.02% | 0.02% | 257 | -1,055 | -21.49% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,845 | 684 | 0.03% | 0.02% | 258 | -100 | -2.53% | Q4 2025 | Feb 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,772 | 671 | 0.02% | 0.02% | 259 | +93 | 2.53% | Q4 2025 | Jan 23, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 3,751 | 668 | 0.07% | 0.06% | 260 | -71 | -1.86% | Q4 2025 | Jan 27, 2026 |
| waypoint wealth counsel | History | Reduced | 3,709 | 660 | 0.24% | 0.27% | 261 | -400 | -9.73% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,615 | 654 | 0.02% | 0.02% | 262 | +328 | 9.98% | Q4 2025 | Jan 28, 2026 |
| Cadence Bank | History | New | 3,500 | 623 | 0.04% | — | 263 | +3,500 | New | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,494 | 622 | 0.0% | 0.0% | 264 | +1,160 | 49.7% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 3,495 | 622 | 0.04% | 0.04% | 265 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,476 | 619 | 0.01% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DoubleLine ETF Adviser LP | History | Added to | 3,441 | 612 | 0.18% | 0.17% | 267 | +178 | 5.46% | Q4 2025 | Feb 17, 2026 |
| New Perspectives, Inc | History | No change | 3,434 | 611 | 0.21% | 0.26% | 268 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 3,347 | 596 | 0.01% | 0.01% | 269 | -47 | -1.38% | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | New | 3,332 | 593 | 0.14% | — | 270 | +3,332 | New | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | New | 3,325 | 592 | 0.01% | — | 271 | +3,325 | New | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,286 | 585 | 0.01% | 0.01% | 272 | +494 | 17.69% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,233 | 576 | 0.0% | 0.0% | 273 | +467 | 16.88% | Q4 2025 | Feb 17, 2026 |
| Apollon Financial, LLC | History | No change | 3,206 | 571 | 0.08% | 0.09% | 274 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 3,200 | 570 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,180 | 566 | 0.0% | — | 276 | +3,180 | New | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 3,120 | 566 | 0.07% | 0.05% | 277 | +1,104 | 54.76% | Q4 2025 | Feb 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 3,167 | 564 | 0.01% | 0.01% | 278 | -194 | -5.77% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 3,132 | 557 | 0.01% | 0.01% | 279 | +1 | 0.03% | Q4 2025 | Feb 05, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 3,068 | 546 | 0.58% | 0.55% | 280 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LDR Capital Management LLC | History | New | 3,026 | 539 | 0.75% | — | 281 | +3,026 | New | Q4 2025 | Jan 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,990 | 532 | 0.01% | 0.0% | 282 | +383 | 14.69% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,890 | 514 | 0.0% | 0.0% | 283 | +401 | 16.11% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,859 | 509 | 0.0% | 0.0% | 284 | +215 | 8.13% | Q4 2025 | Jan 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,852 | 508 | 0.01% | 0.01% | 285 | +93 | 3.37% | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,838 | 505 | 0.12% | 0.13% | 286 | -269 | -8.66% | Q4 2025 | Jan 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,788 | 496 | 0.01% | 0.01% | 287 | -541 | -16.25% | Q4 2025 | Feb 06, 2026 |
| Utah Retirement Systems | History | No change | 2,756 | 490 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Added to | 2,749 | 489 | 0.03% | 0.02% | 289 | +1,000 | 57.18% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,576 | 459 | 0.01% | 0.01% | 290 | +335 | 14.95% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,556 | 455 | 0.06% | — | 291 | +2,556 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,534 | 451 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 2,500 | 449 | 0.05% | 0.05% | 293 | -1,000 | -28.57% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,513 | 447 | 0.0% | 0.0% | 294 | +256 | 11.34% | Q4 2025 | Feb 02, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,505 | 446 | 0.0% | — | 295 | +2,505 | New | Q4 2025 | Feb 17, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,500 | 445 | 0.02% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,482 | 442 | 0.0% | — | 297 | +2,482 | New | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | New | 2,460 | 438 | 0.01% | — | 298 | +2,460 | New | Q4 2025 | Feb 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,461 | 438 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Norinchukin Bank, The | History | Reduced | 2,438 | 434 | 0.01% | 0.01% | 300 | -79 | -3.14% | Q4 2025 | Feb 17, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 2,423 | 431 | 0.04% | 0.04% | 301 | +62 | 2.63% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,339 | 416 | 0.02% | 0.02% | 302 | +6 | 0.26% | Q4 2025 | Feb 10, 2026 |
| CERTUITY, LLC | History | Added to | 2,316 | 412 | 0.03% | 0.02% | 303 | +523 | 29.17% | Q4 2025 | Jan 30, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 2,302 | 410 | 0.01% | 0.01% | 304 | -250 | -9.8% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,290 | 407 | 0.01% | — | 305 | +2,290 | New | Q4 2025 | Jan 16, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 2,265 | 403 | 0.0% | 0.0% | 306 | +10 | 0.44% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | New | 2,215 | 394 | 0.01% | — | 307 | +2,215 | New | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 2,188 | 389 | 0.02% | 0.02% | 308 | +1 | 0.05% | Q4 2025 | Jan 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,163 | 385 | 0.0% | 0.0% | 309 | -82 | -3.65% | Q4 2025 | Jan 30, 2026 |
| FOCUSED ALPHA, LLC | History | New | 2,151 | 383 | 0.11% | — | 310 | +2,151 | New | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | Added to | 2,148 | 382 | 0.02% | 0.02% | 313 | +347 | 19.27% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 2,106 | 382 | 0.0% | 0.0% | 312 | +261 | 14.15% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 2,149 | 382 | 0.01% | 0.01% | 311 | +74 | 3.57% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,135 | 380 | 0.0% | 0.0% | 314 | -130 | -5.74% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,119 | 377 | 0.0% | 0.0% | 315 | +1,227 | 137.56% | Q4 2025 | Jan 14, 2026 |
| First National Advisers, LLC | History | Reduced | 2,085 | 371 | 0.05% | 0.05% | 316 | -101 | -4.62% | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,020 | 362 | 0.01% | 0.01% | 317 | +562 | 38.55% | Q4 2025 | Jan 27, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 1,996 | 355 | 0.16% | 0.15% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Diversified Trust Co | History | Added to | 1,981 | 352 | 0.01% | 0.01% | 319 | +30 | 1.54% | Q4 2025 | Jan 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,941 | 345 | 0.01% | 0.01% | 320 | -50 | -2.51% | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | New | 1,933 | 344 | 0.01% | — | 321 | +1,933 | New | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 1,931 | 344 | 0.0% | 0.0% | 322 | +212 | 12.33% | Q4 2025 | Jan 26, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,917 | 341 | 0.0% | 0.0% | 323 | +129 | 7.21% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | New | 1,873 | 333 | 0.01% | — | 324 | +1,873 | New | Q4 2025 | Feb 17, 2026 |
| North Dakota State Investment Board | History | New | 1,855 | 330 | 0.01% | — | 326 | +1,855 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,854 | 330 | 0.0% | 0.0% | 325 | +337 | 22.21% | Q4 2025 | Mar 16, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,834 | 326 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brooklyn Investment Group | History | New | 1,795 | 324 | 0.01% | — | 328 | +1,795 | New | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 1,797 | 320 | 0.03% | 0.03% | 329 | -71 | -3.8% | Q4 2025 | Jan 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,774 | 316 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 1,765 | 314 | 0.1% | 0.11% | 331 | -145 | -7.59% | Q4 2025 | Feb 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 1,756 | 312 | 0.02% | 0.02% | 332 | -1 | -0.06% | Q4 2025 | Feb 11, 2026 |
| Optas, LLC | History | Added to | 1,745 | 310 | 0.05% | 0.05% | 333 | +158 | 9.96% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | New | 1,705 | 303 | 0.0% | — | 334 | +1,705 | New | Q4 2025 | Mar 12, 2026 |
| Ethic Inc. | History | Added to | 1,656 | 295 | 0.0% | 0.0% | 335 | +248 | 17.61% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | Added to | 1,644 | 292 | 0.0% | 0.0% | 336 | +152 | 10.19% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 1,637 | 291 | 0.08% | 0.08% | 337 | +14 | 0.86% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,617 | 288 | 0.0% | 0.0% | 338 | +910 | 128.71% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,607 | 286 | 0.0% | 0.0% | 339 | -3 | -0.19% | Q4 2025 | Jan 28, 2026 |
| Somerset Trust Co | History | No change | 1,581 | 281 | 0.09% | 0.08% | 340 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Callan Family Office, LLC | History | New | 1,576 | 280 | 0.01% | — | 341 | +1,576 | New | Q4 2025 | Feb 12, 2026 |
| QSV Equity Investors LLC | History | Reduced | 1,555 | 277 | 0.41% | 0.28% | 342 | -72 | -4.43% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,536 | 273 | 0.0% | 0.0% | 343 | -88 | -5.42% | Q4 2025 | Jan 29, 2026 |
| KBC Group NV | History | No change | 1,508 | 269 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,492 | 265 | 0.0% | — | 345 | +1,492 | New | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 1,486 | 264 | 0.01% | — | 346 | +1,486 | New | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | New | 1,476 | 262 | 0.05% | — | 348 | +1,476 | New | Q4 2025 | Jan 30, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 1,476 | 262 | 0.01% | 0.01% | 347 | -10 | -0.67% | Q4 2025 | Feb 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 1,467 | 261 | 0.0% | — | 349 | +1,467 | New | Q4 2025 | Jan 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,460 | 260 | 0.01% | 0.01% | 350 | +4 | 0.27% | Q4 2025 | Jan 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,455 | 259 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,439 | 257 | 0.0% | 0.0% | 352 | +39 | 2.79% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,432 | 255 | 0.0% | 0.0% | 353 | -257 | -15.22% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 1,437 | 255 | 0.01% | 0.01% | 354 | +54 | 3.9% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,426 | 254 | 0.03% | 0.02% | 355 | +705 | 97.78% | Q4 2025 | Jan 08, 2026 |
| OneAscent Financial Services LLC | History | New | 1,418 | 252 | 0.02% | — | 357 | +1,418 | New | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 1,378 | 252 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PGIM Custom Harvest LLC | History | New | 1,408 | 250 | 0.0% | — | 358 | +1,408 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,365 | 243 | 0.0% | 0.0% | 359 | -516 | -27.43% | Q4 2025 | Feb 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,355 | 241 | 0.0% | 0.0% | 360 | -784 | -36.65% | Q4 2025 | Feb 09, 2026 |
| Copeland Capital Management, LLC | History | No change | 1,355 | 241 | 0.01% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 1,351 | 240 | 0.16% | 0.2% | 364 | -135 | -9.08% | Q4 2025 | Feb 11, 2026 |
| Oxbow Advisors, LLC | History | No change | 1,350 | 240 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GoalVest Advisory LLC | History | No change | 1,350 | 240 | 0.05% | 0.05% | 363 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 1,294 | 238 | 0.19% | 0.19% | 365 | -26 | -1.97% | Q4 2025 | Feb 10, 2026 |
| Ballentine Partners, LLC | History | New | 1,326 | 236 | 0.0% | — | 366 | +1,326 | New | Q4 2025 | Feb 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 1,300 | 231 | 0.0% | — | 369 | +1,300 | New | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 1,300 | 231 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 1,300 | 231 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Element Wealth, LLC | History | No change | 1,250 | 222 | 0.09% | 0.09% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 1,234 | 219 | 0.0% | — | 371 | +1,234 | New | Q4 2025 | Jan 26, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 1,233 | 219 | 0.01% | 0.0% | 372 | +739 | 149.6% | Q4 2025 | Feb 11, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 1,222 | 217 | 0.01% | 0.01% | 373 | -23 | -1.85% | Q4 2025 | Feb 06, 2026 |
| Reynders McVeigh Capital Management, LLC | History | New | 1,150 | 205 | 0.01% | — | 374 | +1,150 | New | Q4 2025 | Feb 02, 2026 |
| NOMURA HOLDINGS INC | History | New | 1,146 | 204 | 0.0% | — | 376 | +1,146 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,147 | 204 | 0.01% | 0.01% | 375 | -69 | -5.67% | Q4 2025 | Feb 06, 2026 |
| Centennial Wealth Advisory LLC | History | New | 1,123 | 200 | 0.05% | — | 377 | +1,123 | New | Q4 2025 | Jan 14, 2026 |
| Covestor Ltd | History | Added to | 1,043 | 186 | 0.1% | 0.05% | 378 | +476 | 83.95% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 1,037 | 184 | 0.08% | 0.08% | 379 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 897 | 162 | 0.0% | — | 380 | +897 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 885 | 157 | 0.0% | — | 381 | +885 | New | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 884 | 157 | 0.0% | 0.0% | 382 | +14 | 1.61% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 865 | 154 | 0.0% | 0.0% | 383 | +12 | 1.41% | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 850 | 151 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| First Eagle Investment Management, LLC | History | No change | 838 | 149 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 827 | 147 | 0.0% | — | 386 | +827 | New | Q4 2025 | Feb 17, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 806 | 144 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 772 | 137 | 0.0% | 0.0% | 388 | +251 | 48.18% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 722 | 128 | 0.01% | 0.01% | 389 | +183 | 33.95% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 697 | 124 | 0.0% | 0.0% | 390 | +453 | 185.66% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 690 | 123 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | Reduced | 600 | 106 | 0.01% | 0.01% | 392 | -200 | -25.0% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | Reduced | 574 | 102 | 0.02% | 0.03% | 393 | -88 | -13.29% | Q4 2025 | Jan 07, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 521 | 92 | 0.02% | 0.02% | 394 | -150 | -22.35% | Q4 2025 | Jan 30, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 89 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 491 | 87 | 0.0% | 0.0% | 396 | +115 | 30.59% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 475 | 84 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 455 | 81 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fulcrum Asset Management LLP | History | No change | 434 | 78 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 432 | 76 | 0.0% | — | 400 | +432 | New | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 410 | 73 | 0.0% | 0.0% | 401 | -46 | -10.09% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 389 | 69 | 0.0% | 0.0% | 402 | +119 | 44.07% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 376 | 66 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 352 | 62 | 0.0% | 0.0% | 404 | -42 | -10.66% | Q4 2025 | Feb 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 345 | 61 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 340 | 60 | 0.0% | 0.0% | 406 | +27 | 8.63% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 319 | 56 | 0.0% | 0.0% | 407 | +257 | 414.52% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 303 | 53 | 0.0% | 0.0% | 410 | -20 | -6.19% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 300 | 53 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 298 | 53 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 300 | 53 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stephens Consulting, LLC | History | No change | 300 | 53 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 292 | 52 | 0.0% | 0.0% | 413 | -50 | -14.62% | Q4 2025 | Jan 16, 2026 |
| Global X Japan Co., Ltd. | History | No change | 283 | 50 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 268 | 47 | 0.01% | 0.01% | 415 | -18 | -6.29% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 260 | 46 | 0.0% | 0.0% | 416 | +139 | 114.88% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 263 | 46 | 0.0% | 0.0% | 417 | +69 | 35.57% | Q4 2025 | Feb 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 250 | 44 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Canton Hathaway, LLC | History | No change | 250 | 44 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | Added to | 239 | 42 | 0.0% | 0.0% | 420 | +216 | 939.13% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 235 | 41 | 0.0% | 0.0% | 422 | -5 | -2.08% | Q4 2025 | Jan 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 232 | 41 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 221 | 39 | 0.01% | 0.01% | 423 | +4 | 1.84% | Q4 2025 | Jan 09, 2026 |
| State of Wyoming | History | Added to | 212 | 37 | 0.0% | 0.0% | 424 | +44 | 26.19% | Q4 2025 | Feb 11, 2026 |
| Bollard Group LLC | History | Reduced | 198 | 35 | 0.0% | 0.0% | 425 | -285 | -59.01% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 35 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 178 | 31 | 0.0% | 0.0% | 427 | +32 | 21.92% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 167 | 29 | 0.01% | 0.01% | 429 | +6 | 3.73% | Q4 2025 | Jan 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 168 | 29 | 0.0% | 0.0% | 428 | -1 | -0.59% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 157 | 28 | 0.0% | 0.0% | 430 | +30 | 23.62% | Q4 2025 | Feb 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 123 | 21 | 0.0% | — | 431 | +123 | New | Q4 2025 | Jan 22, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 108 | 19 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 104 | 18 | 0.0% | 0.0% | 433 | -24 | -18.75% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 94 | 17 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 93 | 16 | 0.0% | 0.0% | 435 | -5 | -5.1% | Q4 2025 | Jan 26, 2026 |
| IAG Wealth Partners, LLC | History | No change | 95 | 16 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 81 | 14 | 0.0% | 0.0% | 438 | -99 | -55.0% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 80 | 14 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WPG Advisers, LLC | History | New | 68 | 12 | 0.01% | — | 439 | +68 | New | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 67 | 11 | 0.0% | — | 441 | +67 | New | Q4 2025 | Feb 09, 2026 |
| MTM Investment Management, LLC | History | No change | 65 | 11 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 56 | 9 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 52 | 9 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 47 | 8 | 0.0% | — | 445 | +47 | New | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 45 | 8 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Dogwood Wealth Management LLC | History | No change | 46 | 8 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 41 | 7 | 0.0% | 0.0% | 448 | -3 | -6.82% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 41 | 7 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AlphaQuest LLC | History | Reduced | 36 | 6 | 0.0% | 0.0% | 450 | -230 | -86.47% | Q4 2025 | Feb 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 35 | 6 | 0.0% | — | 449 | +35 | New | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | New | 34 | 6 | 0.0% | — | 451 | +34 | New | Q4 2025 | Jan 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 39 | 6 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 32 | 5 | 0.0% | 0.0% | 454 | +26 | 433.33% | Q4 2025 | Jan 20, 2026 |
| Quent Capital, LLC | History | Added to | 29 | 5 | 0.0% | 0.0% | 456 | +10 | 52.63% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 29 | 5 | 0.0% | 0.0% | 455 | -4 | -12.12% | Q4 2025 | Feb 02, 2026 |
| Elyxium Wealth, LLC | History | New | 23 | 4 | 0.0% | — | 460 | +23 | New | Q4 2025 | Feb 05, 2026 |
| High Note Wealth, LLC | History | Added to | 26 | 4 | 0.0% | 0.0% | 459 | +11 | 73.33% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Added to | 25 | 4 | 0.0% | 0.0% | 457 | +4 | 19.05% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 21 | 3 | 0.0% | — | 463 | +21 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 19 | 3 | 0.0% | 0.0% | 461 | +6 | 46.15% | Q4 2025 | Jan 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bare Financial Services, Inc | History | No change | 19 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | New | 16 | 2 | 0.0% | — | 465 | +16 | New | Q4 2025 | Feb 11, 2026 |
| Quattro Advisors LLC | History | New | 14 | 2 | 0.0% | — | 468 | +14 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 13 | 2 | 0.0% | 0.0% | 467 | -7 | -35.0% | Q4 2025 | Jan 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 16 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | New | 11 | 1 | 0.0% | — | 477 | +11 | New | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | New | 8 | 1 | 0.0% | — | 472 | +8 | New | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 7 | 1 | 0.0% | — | 470 | +7 | New | Q4 2025 | Jan 08, 2026 |
| Golden State Wealth Management, LLC | History | New | 7 | 1 | 0.0% | — | 475 | +7 | New | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 7 | 1 | 0.0% | — | 480 | +7 | New | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | New | 5 | 1 | 0.0% | — | 473 | +5 | New | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10 | 1 | 0.0% | 0.0% | 469 | +2 | 25.0% | Q4 2025 | Feb 09, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 6 | 1 | 0.0% | 0.0% | 478 | -1 | -14.29% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cromwell Holdings LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| APG Asset Management US Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -300,159 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vision Capital Corp | History | Closed out | 0 | 0 | — | 5.49% | — | -111,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -77,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -74,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -66,281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -39,937 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -26,362 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.04% | — | -10,059 | -100.0% | Q3 2025 | Feb 13, 2026 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,622 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,585 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,718 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,540 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,501 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -3,268 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,654 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,487 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,439 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -1,585 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,347 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,275 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,229 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BROOKFIELD Corp /ON/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,024 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.01% | — | -93 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Marquette Asset Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 16, 2026 |
| Key Capital Management, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 11, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AdvisorNet Financial, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |