ENTEGRIS INC - ENTG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 17,885,023 | 1,506,813 | 0.03% | 0.03% | 1 | +826,320 | 4.84% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 15,748,669 | 1,326,825 | 0.02% | 0.02% | 2 | -269,047 | -1.68% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 14,656,565 | 1,234,817 | 0.13% | 0.15% | 3 | -688,213 | -4.48% | Q4 2025 | Feb 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 6,816,946 | 574,327 | 1.91% | 2.2% | 4 | -640,979 | -8.59% | Q4 2025 | Feb 11, 2026 |
| Capital Research Global Investors | History | Reduced | 5,979,634 | 503,814 | 0.09% | 0.12% | 5 | -994,499 | -14.26% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 5,817,087 | 490,092 | 0.25% | 0.27% | 6 | -59,184 | -1.01% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Added to | 5,152,176 | 434,070 | 0.01% | 0.02% | 7 | +61,549 | 1.21% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 3,592,669 | 302,682 | 0.05% | 0.05% | 8 | +424,812 | 13.41% | Q4 2025 | Feb 19, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 3,169,391 | 267,022 | 1.54% | 1.8% | 9 | -366,745 | -10.37% | Q4 2025 | Feb 17, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 3,160,334 | 266,258 | 0.2% | 0.22% | 10 | -1,301 | -0.04% | Q4 2025 | Feb 11, 2026 |
| LONE PINE CAPITAL LLC | History | New | 3,054,230 | 257,318 | 1.89% | — | 11 | +3,054,230 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,877,210 | 241,733 | 0.01% | 0.02% | 12 | +26,541 | 0.93% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,649,785 | 223,244 | 0.02% | 0.02% | 13 | -554,631 | -17.31% | Q4 2025 | Feb 17, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Added to | 2,605,266 | 219,493 | 4.09% | 4.54% | 14 | +10,264 | 0.4% | Q4 2025 | Feb 12, 2026 |
| D1 Capital Partners L.P. | History | Added to | 2,493,416 | 210,070 | 1.96% | 1.22% | 15 | +1,343,435 | 116.82% | Q4 2025 | Feb 17, 2026 |
| CANTILLON CAPITAL MANAGEMENT LLC | History | Added to | 2,459,153 | 207,183 | 1.12% | 1.24% | 16 | +19,434 | 0.8% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 2,380,379 | 200,546 | 0.03% | 0.05% | 17 | -1,024,804 | -30.1% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 2,122,173 | 178,793 | 0.15% | 0.19% | 18 | -50,992 | -2.35% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 2,024,087 | 170,529 | 0.01% | 0.01% | 19 | -16,144 | -0.79% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,939,469 | 163,400 | 0.7% | 0.8% | 20 | -53,072 | -2.66% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 1,883,309 | 158,668 | 0.02% | — | 21 | +1,883,309 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 1,685,319 | 141,988 | 0.01% | 0.01% | 22 | -213,973 | -11.27% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,564,364 | 131,797 | 0.02% | 0.02% | 23 | -46,688 | -2.9% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,422,902 | 119,879 | 0.04% | 0.04% | 24 | -61,638 | -4.15% | Q4 2025 | Jan 22, 2026 |
| Select Equity Group, L.P. | History | Reduced | 1,356,842 | 114,313 | 0.49% | 0.53% | 25 | -35,733 | -2.57% | Q4 2025 | Feb 17, 2026 |
| MAIRS & POWER INC | History | Added to | 1,348,986 | 113,652 | 1.09% | 1.04% | 26 | +154,936 | 12.98% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,323,392 | 111,495 | 0.02% | 0.02% | 27 | +277,461 | 26.53% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,294,839 | 111,226 | 0.03% | 0.04% | 28 | -198,973 | -13.32% | Q4 2025 | Feb 18, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 1,316,939 | 110,952 | 0.38% | 0.38% | 29 | +43,112 | 3.38% | Q4 2025 | Feb 13, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 1,306,078 | 110,037 | 1.67% | 2.93% | 30 | -612,022 | -31.91% | Q4 2025 | Feb 17, 2026 |
| RGM Capital, LLC | History | Reduced | 1,304,643 | 109,916 | 5.34% | 5.74% | 31 | -170,058 | -11.53% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 1,282,663 | 108,064 | 0.03% | 0.02% | 32 | +124,132 | 10.71% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,259,371 | 106,105 | 0.12% | 0.28% | 33 | +70,796 | 5.96% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,230,070 | 103,652 | 0.02% | 0.02% | 34 | +227,718 | 22.72% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,179,226 | 99,349 | 0.02% | 0.02% | 35 | +22,373 | 1.93% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,174,357 | 98,939 | 0.01% | 0.01% | 36 | +343,101 | 41.28% | Q4 2025 | Mar 25, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 655,508 | 97,611 | 0.17% | 0.1% | 37 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RDST Capital LLC | History | Added to | 1,105,625 | 93,148 | 8.78% | 8.33% | 38 | +148,845 | 15.56% | Q4 2025 | Feb 17, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | Added to | 1,088,824 | 91,733 | 4.24% | 4.59% | 39 | +47,400 | 4.55% | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 1,047,498 | 88,251 | 0.94% | 1.23% | 40 | -434,096 | -29.3% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 953,811 | 80,358 | 0.04% | 0.03% | 41 | +231,792 | 32.1% | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Added to | 869,080 | 73,219 | 0.23% | 0.2% | 42 | +213,114 | 32.49% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 863,996 | 72,791 | 0.1% | 0.12% | 43 | -110,559 | -11.34% | Q4 2025 | Feb 13, 2026 |
| Duquesne Family Office LLC | History | New | 844,160 | 71,120 | 1.58% | — | 44 | +844,160 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 812,938 | 68,490 | 0.02% | 0.03% | 45 | -129,595 | -13.75% | Q4 2025 | Feb 10, 2026 |
| Holocene Advisors, LP | History | New | 811,618 | 68,378 | 0.14% | — | 46 | +811,618 | New | Q4 2025 | Feb 17, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | Reduced | 782,256 | 65,905 | 1.01% | 1.16% | 47 | -14,014 | -1.76% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 774,604 | 65,260 | 0.11% | 0.09% | 48 | +220,650 | 39.83% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 747,869 | 63,008 | 0.54% | 0.63% | 49 | -20,883 | -2.72% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 651,235 | 54,866 | 0.01% | 0.01% | 50 | +151,333 | 30.27% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 643,510 | 54,215 | 0.01% | 0.01% | 51 | +23,565 | 3.8% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 639,752 | 53,899 | 0.01% | 0.01% | 52 | +11,435 | 1.82% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 598,387 | 50,414 | 0.27% | 0.39% | 53 | -89,434 | -13.0% | Q4 2025 | Feb 12, 2026 |
| FIL Ltd | History | Reduced | 584,523 | 49,246 | 0.04% | 0.05% | 54 | -92,680 | -13.69% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 565,899 | 47,676 | 0.07% | 0.02% | 55 | +456,335 | 416.5% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 553,259 | 46,612 | 0.21% | 0.03% | 56 | +488,395 | 752.95% | Q4 2025 | Feb 17, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 551,246 | 46,442 | 0.97% | 1.01% | 57 | +5,376 | 0.98% | Q4 2025 | Feb 02, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 532,419 | 46,155 | 0.03% | — | 58 | +532,419 | New | Q4 2025 | Feb 13, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 533,700 | 44,964 | 1.89% | 2.11% | 59 | +6,100 | 1.16% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 530,675 | 44,714 | 0.04% | — | 60 | +530,675 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 504,465 | 42,501 | 0.07% | 0.15% | 61 | -588,694 | -53.85% | Q4 2025 | Feb 05, 2026 |
| Legal & General Group Plc | History | Added to | 494,491 | 41,660 | 0.01% | 0.01% | 62 | +12,348 | 2.56% | Q4 2025 | Feb 09, 2026 |
| DigitalBridge Group, Inc. | History | Added to | 458,929 | 38,664 | 2.95% | 3.14% | 63 | +32,581 | 7.64% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 455,882 | 38,408 | 0.02% | 0.01% | 64 | +250,574 | 122.05% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 455,433 | 38,370 | 0.0% | 0.0% | 65 | -154,325 | -25.31% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 444,835 | 37,477 | 0.05% | 0.05% | 66 | -1,485 | -0.33% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 438,716 | 36,961 | 0.02% | 0.02% | 67 | -14,720 | -3.25% | Q4 2025 | Feb 17, 2026 |
| Two Creeks Capital Management, LP | History | Reduced | 431,421 | 36,347 | 2.98% | 3.37% | 68 | -74,801 | -14.78% | Q4 2025 | Feb 17, 2026 |
| MAPLELANE CAPITAL, LLC | History | New | 420,000 | 35,769 | 1.26% | — | 69 | +420,000 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 424,528 | 35,767 | 0.01% | — | 70 | +424,528 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 422,025 | 35,555 | 0.01% | 0.01% | 71 | +133,311 | 46.17% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 421,569 | 35,517 | 0.03% | 0.03% | 72 | -6,665 | -1.56% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 420,758 | 35,449 | 0.05% | 0.05% | 73 | +54,973 | 15.03% | Q4 2025 | Feb 10, 2026 |
| Perpetual Ltd | History | Added to | 418,090 | 35,224 | 0.51% | 0.47% | 74 | +10,889 | 2.67% | Q4 2025 | Jan 20, 2026 |
| Swiss National Bank | History | Reduced | 415,407 | 34,998 | 0.02% | 0.02% | 75 | -21,000 | -4.81% | Q4 2025 | Feb 12, 2026 |
| Findlay Park Partners LLP | History | Reduced | 404,600 | 34,087 | 0.43% | 0.47% | 76 | -81,700 | -16.8% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 365,207 | 30,770 | 0.01% | 0.01% | 77 | -3,706 | -1.0% | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 344,953 | 29,062 | 0.54% | 0.69% | 78 | -98,579 | -22.23% | Q4 2025 | Jan 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 332,659 | 28,026 | 0.03% | 0.04% | 79 | -64,079 | -16.15% | Q4 2025 | Feb 13, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | History | New | 331,200 | 27,903 | 0.48% | — | 80 | +331,200 | New | Q4 2025 | Feb 17, 2026 |
| Dream Peak Capital Ltd | History | New | 320,777 | 27,025 | 2.78% | — | 81 | +320,777 | New | Q4 2025 | Jan 13, 2026 |
| Nishkama Capital, LLC | History | Added to | 320,681 | 27,017 | 1.08% | 0.14% | 82 | +257,315 | 406.08% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 305,666 | 25,752 | 0.04% | 0.06% | 83 | -48,769 | -13.76% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 299,873 | 25,264 | 0.03% | 0.04% | 84 | -118,880 | -28.39% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 297,070 | 25,028 | 0.01% | 0.02% | 85 | -3,312 | -1.1% | Q4 2025 | Jan 23, 2026 |
| DF DENT & CO INC | History | Reduced | 294,170 | 24,783 | 0.36% | 0.38% | 86 | -25,011 | -7.84% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 283,585 | 23,892 | 0.0% | 0.0% | 87 | +126,233 | 80.22% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 277,156 | 23,350 | 0.01% | 0.01% | 88 | +1,532 | 0.56% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 261,569 | 22,037 | 0.0% | 0.0% | 89 | +221,880 | 559.05% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 257,540 | 21,697 | 0.06% | 0.11% | 90 | -173,402 | -40.24% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 257,388 | 21,684 | 0.04% | 0.01% | 91 | +216,258 | 525.79% | Q4 2025 | Mar 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 246,240 | 20,745 | 0.02% | 0.02% | 92 | -31,701 | -11.41% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 241,442 | 20,341 | 0.02% | 0.02% | 93 | -3,413 | -1.39% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 237,700 | 20,026 | 0.0% | 0.01% | 94 | -355,253 | -59.91% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 233,612 | 19,681 | 0.43% | 0.41% | 95 | -3,026 | -1.28% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 211,082 | 17,783 | 0.01% | 0.01% | 96 | +497 | 0.24% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 204,200 | 17,203 | 0.01% | 0.01% | 97 | -193,120 | -48.61% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 202,196 | 17,035 | 0.05% | 0.05% | 98 | +34,894 | 20.86% | Q4 2025 | Jan 26, 2026 |
| LMR Partners LLP | History | Added to | 200,000 | 16,850 | 0.03% | 0.03% | 100 | +133,000 | 198.51% | Q4 2025 | Feb 17, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 200,000 | 16,850 | 0.59% | 0.62% | 99 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 199,981 | 16,848 | 0.12% | 0.11% | 101 | +17,075 | 9.34% | Q4 2025 | Jan 09, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 197,307 | 16,623 | 0.55% | 0.61% | 102 | +666 | 0.34% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 195,482 | 16,469 | 0.01% | 0.01% | 103 | -1,502 | -0.76% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Reduced | 191,501 | 16,133 | 0.56% | 0.67% | 104 | -2,191 | -1.13% | Q4 2025 | Feb 11, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Reduced | 191,400 | 16,125 | 1.02% | 1.49% | 105 | -39,600 | -17.14% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 190,402 | 16,041 | 0.02% | 0.01% | 106 | +126,096 | 196.09% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 185,000 | 15,586 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 182,479 | 15,373 | 0.01% | 0.03% | 108 | -480,334 | -72.47% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 181,944 | 15,328 | 0.05% | 0.06% | 109 | -1,349 | -0.74% | Q4 2025 | Jan 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 172,000 | 14,491 | 0.02% | 0.02% | 110 | -7,766 | -4.32% | Q4 2025 | Jan 09, 2026 |
| Hound Partners, LLC | History | Reduced | 159,450 | 13,433 | 1.81% | 2.38% | 111 | -40,813 | -20.38% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 159,381 | 13,428 | 0.01% | 0.1% | 112 | -1,625,815 | -91.07% | Q4 2025 | Feb 19, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 145,771 | 13,055 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 147,298 | 12,409 | 0.02% | 0.02% | 114 | +73,632 | 99.95% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 146,230 | 12,320 | 0.02% | 0.01% | 115 | +125,822 | 616.53% | Q4 2025 | Jan 09, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 145,947 | 12,296 | 0.02% | 0.0% | 116 | +141,025 | 2865.2% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 142,464 | 12,002 | 0.18% | 0.23% | 117 | -26,628 | -15.75% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | Added to | 141,149 | 11,891 | 0.17% | 0.84% | 118 | +115,019 | 440.18% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 134,529 | 11,334 | 0.02% | 0.02% | 119 | -2,730 | -1.99% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 133,828 | 11,275 | 0.0% | 0.01% | 120 | -8,493 | -5.97% | Q4 2025 | Feb 12, 2026 |
| Meridiem Capital Partners LP | History | Reduced | 133,548 | 11,251 | 0.68% | 1.41% | 121 | -105,660 | -44.17% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 131,107 | 11,045 | 0.04% | — | 122 | +131,107 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 128,339 | 10,833 | 0.01% | 0.0% | 123 | +74,623 | 138.92% | Q4 2025 | Mar 20, 2026 |
| IMC-Chicago, LLC | History | Reduced | 121,093 | 10,202 | 0.0% | 0.0% | 124 | -2,407 | -1.95% | Q4 2025 | Jan 29, 2026 |
| Polar Asset Management Partners Inc. | History | New | 118,812 | 10,009 | 0.13% | — | 125 | +118,812 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 118,190 | 9,957 | 0.04% | 0.06% | 126 | -63,379 | -34.91% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Reduced | 113,905 | 9,596 | 0.04% | 0.12% | 127 | -217,180 | -65.6% | Q4 2025 | Jan 29, 2026 |
| RBF Capital, LLC | History | No change | 111,735 | 9,413 | 0.42% | 0.46% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Phraction Management LLC | History | Added to | 107,464 | 9,053 | 2.41% | 2.87% | 129 | +55 | 0.05% | Q4 2025 | Jan 26, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 107,142 | 9,023 | 0.02% | 0.02% | 130 | -74,978 | -41.17% | Q4 2025 | Feb 13, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 104,700 | 8,820 | 2.46% | 1.12% | 131 | +56,100 | 115.43% | Q4 2025 | Mar 10, 2026 |
| Woodline Partners LP | History | New | 100,582 | 8,474 | 0.03% | — | 132 | +100,582 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 91,786 | 7,751 | 0.01% | 0.04% | 133 | -268,270 | -74.51% | Q4 2025 | Feb 17, 2026 |
| Swedbank AB | History | Reduced | 90,932 | 7,661 | 0.01% | 0.01% | 134 | -1,405 | -1.52% | Q4 2025 | Feb 09, 2026 |
| Hel Ved Capital Management Ltd | History | Added to | 89,760 | 7,562 | 2.03% | 0.9% | 135 | +43,700 | 94.88% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 89,201 | 7,515 | 0.01% | 0.01% | 136 | -7,235 | -7.5% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 58,645 | 6,924 | 0.02% | 0.02% | 137 | -2,511 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Twin Tree Management, LP | History | Reduced | 78,900 | 6,647 | 0.06% | 0.07% | 138 | -111,647 | -58.59% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 76,215 | 6,421 | 0.01% | 0.02% | 139 | -2,943 | -3.72% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Added to | 75,300 | 6,344 | 0.01% | 0.02% | 140 | +3,800 | 5.31% | Q4 2025 | Feb 02, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 75,225 | 6,337 | 0.03% | 0.04% | 141 | -3,822 | -4.84% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 75,044 | 6,322 | 0.0% | 0.0% | 142 | +700 | 0.94% | Q4 2025 | Feb 11, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Reduced | 74,025 | 6,237 | 0.54% | 0.78% | 143 | -17,824 | -19.41% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 72,982 | 6,148 | 0.08% | 0.08% | 144 | -5,391 | -6.88% | Q4 2025 | Feb 02, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 72,852 | 6,137 | 0.0% | 0.0% | 145 | +9,551 | 15.09% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 71,749 | 6,135 | 0.01% | 0.01% | 146 | +2,500 | 3.61% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 72,174 | 6,080 | 0.01% | 0.02% | 147 | -1,106 | -1.51% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 71,873 | 6,055 | 0.01% | 0.01% | 148 | +6,900 | 10.62% | Q4 2025 | Jan 30, 2026 |
| Channing Capital Management, LLC | History | Reduced | 70,100 | 5,905 | 0.15% | 0.29% | 149 | -48,664 | -40.98% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 68,649 | 5,784 | 0.04% | 0.05% | 150 | -1,174 | -1.68% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 66,314 | 5,586 | 0.04% | 0.05% | 151 | -7,631 | -10.32% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 65,151 | 5,488 | 0.01% | 0.01% | 152 | +2,910 | 4.68% | Q4 2025 | Jan 29, 2026 |
| Korea Investment CORP | History | Added to | 64,769 | 5,456 | 0.01% | 0.01% | 153 | +8,200 | 14.5% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 64,500 | 5,434 | 0.01% | — | 154 | +64,500 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 47,070 | 5,412 | 0.06% | 0.05% | 155 | -867 | -1.81% | Q4 2025 | Jan 21, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 63,093 | 5,315 | 0.06% | 0.07% | 156 | -6,921 | -9.89% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 62,798 | 5,291 | 0.02% | 0.02% | 157 | -4,591 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Added to | 62,756 | 5,287 | 0.06% | 0.06% | 158 | +403 | 0.65% | Q4 2025 | Feb 04, 2026 |
| AVIVA PLC | History | Added to | 61,934 | 5,217 | 0.01% | 0.01% | 159 | +4,300 | 7.46% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 60,414 | 5,089 | 0.01% | 0.01% | 160 | -2,424 | -3.86% | Q4 2025 | Jan 30, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 57,441 | 4,934 | 0.01% | 0.02% | 161 | -2 | -0.0% | Q4 2025 | Jan 27, 2026 |
| Mn Services Vermogensbeheer B.V. | History | Added to | 58,337 | 4,915 | 0.03% | 0.03% | 162 | +637 | 1.1% | Q4 2025 | Jan 15, 2026 |
| Atom Investors LP | History | New | 57,914 | 4,879 | 0.39% | — | 163 | +57,914 | New | Q4 2025 | Feb 17, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 56,258 | 4,739 | 0.02% | 0.03% | 164 | +5,626 | 11.11% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 55,534 | 4,678 | 0.0% | 0.0% | 165 | -2,915 | -4.99% | Q4 2025 | Feb 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 54,129 | 4,560 | 0.07% | 0.06% | 166 | +20,361 | 60.3% | Q4 2025 | Feb 06, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 53,921 | 4,542 | 0.02% | — | 167 | +53,921 | New | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 53,700 | 4,524 | 0.03% | — | 168 | +53,700 | New | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 52,324 | 4,408 | 0.0% | 0.01% | 169 | -76,188 | -59.28% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,302 | 4,406 | 0.01% | 0.01% | 170 | -6,675 | -11.32% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 51,348 | 4,326 | 0.03% | 0.03% | 171 | +2,782 | 5.73% | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | New | 51,267 | 4,319 | 0.05% | — | 172 | +51,267 | New | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 50,875 | 4,286 | 0.02% | 0.02% | 173 | -1,326 | -2.54% | Q4 2025 | Jan 30, 2026 |
| Verition Fund Management LLC | History | Reduced | 49,695 | 4,186 | 0.02% | 0.03% | 174 | -19,444 | -28.12% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 48,800 | 4,111 | 0.02% | 0.02% | 175 | +300 | 0.62% | Q4 2025 | Jan 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 48,097 | 4,052 | 0.21% | 0.26% | 176 | -5,354 | -10.02% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 47,590 | 4,009 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Compass Wealth Management LLC | History | Added to | 47,296 | 3,984 | 0.99% | 0.88% | 178 | +4,476 | 10.45% | Q4 2025 | Feb 11, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | Reduced | 47,044 | 3,963 | 1.66% | 2.03% | 179 | -14,127 | -23.09% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 46,179 | 3,890 | 0.01% | 0.03% | 180 | -46,047 | -49.93% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 45,800 | 3,858 | 0.01% | 0.01% | 181 | +12,700 | 38.37% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 45,600 | 3,842 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | Added to | 45,523 | 3,835 | 0.45% | 0.4% | 183 | +5,023 | 12.4% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 45,278 | 3,814 | 0.0% | 0.01% | 184 | -2,475 | -5.18% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 44,779 | 3,783 | 0.02% | 0.02% | 185 | +487 | 1.1% | Q4 2025 | Feb 06, 2026 |
| Narwhal Capital Management | History | Added to | 44,159 | 3,720 | 0.27% | 0.29% | 186 | +1,832 | 4.33% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 43,720 | 3,683 | 0.0% | 0.01% | 187 | -6,985 | -13.78% | Q4 2025 | Jan 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 43,008 | 3,623 | 0.02% | 0.02% | 188 | +1,355 | 3.25% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 42,767 | 3,603 | 0.01% | 0.01% | 189 | -243 | -0.56% | Q4 2025 | Feb 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 41,900 | 3,530 | 0.06% | 0.07% | 190 | -300 | -0.71% | Q4 2025 | Jan 16, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 41,790 | 3,520 | 0.02% | 0.03% | 191 | -4,507 | -9.73% | Q4 2025 | Jan 27, 2026 |
| Arizona State Retirement System | History | Reduced | 41,578 | 3,502 | 0.02% | 0.02% | 192 | -3,359 | -7.47% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 41,143 | 3,466 | 0.0% | 0.0% | 193 | -2,301 | -5.3% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 40,526 | 3,414 | 0.01% | 0.01% | 194 | +800 | 2.01% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 39,940 | 3,364 | 0.01% | 0.01% | 195 | +23 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Silvant Capital Management LLC | History | Added to | 38,900 | 3,277 | 0.11% | 0.12% | 196 | +625 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 38,601 | 3,252 | 0.02% | — | 197 | +38,601 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 37,937 | 3,196 | 0.02% | 0.02% | 198 | -971 | -2.5% | Q4 2025 | Feb 10, 2026 |
| Heights Point Management, LP | History | New | 36,505 | 3,075 | 2.62% | — | 199 | +36,505 | New | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 35,870 | 3,022 | 0.01% | — | 200 | +35,870 | New | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 35,800 | 3,016 | 0.01% | 0.02% | 201 | -300 | -0.83% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 35,713 | 3,008 | 0.0% | — | 202 | +35,713 | New | Q4 2025 | Feb 17, 2026 |
| Freedom Financial Partners LLC | History | Added to | 34,051 | 2,868 | 1.04% | 0.58% | 203 | +17,509 | 105.85% | Q4 2025 | Jan 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 33,918 | 2,857 | 0.03% | 0.05% | 204 | +127 | 0.38% | Q4 2025 | Feb 05, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | New | 32,422 | 2,731 | 0.7% | — | 205 | +32,422 | New | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 31,563 | 2,659 | 0.01% | 0.01% | 206 | +3,184 | 11.22% | Q4 2025 | Jan 30, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 31,400 | 2,645 | 0.02% | — | 207 | +31,400 | New | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Reduced | 31,112 | 2,621 | 0.01% | 0.02% | 208 | -16,383 | -34.49% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,954 | 2,607 | 0.0% | 0.01% | 209 | -32,358 | -51.11% | Q4 2025 | Feb 02, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 30,900 | 2,603 | 0.08% | 0.09% | 210 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FORSTA AP-FONDEN | History | Added to | 30,400 | 2,561 | 0.02% | 0.02% | 211 | +1,200 | 4.11% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 30,288 | 2,551 | 0.03% | 0.04% | 212 | -200 | -0.66% | Q4 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 29,642 | 2,497 | 0.06% | 0.01% | 213 | +27,547 | 1314.89% | Q4 2025 | Feb 17, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 29,495 | 2,484 | 0.01% | 0.01% | 214 | -612 | -2.03% | Q4 2025 | Feb 12, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 38,519 | 2,483 | 0.49% | 0.45% | 215 | +8,194 | 27.02% | Q4 2025 | Jan 16, 2026 |
| IFM Investors Pty Ltd | History | Reduced | 28,889 | 2,434 | 0.02% | 0.02% | 216 | -71 | -0.25% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 28,336 | 2,387 | 0.0% | 0.01% | 217 | -1,604 | -5.36% | Q4 2025 | Jan 23, 2026 |
| ProShare Advisors LLC | History | Added to | 27,908 | 2,351 | 0.0% | 0.0% | 218 | +5,370 | 23.83% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 27,783 | 2,340 | 0.07% | 0.08% | 219 | -635 | -2.23% | Q4 2025 | Feb 11, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 26,822 | 2,259 | 0.01% | 0.01% | 220 | +5,065 | 23.28% | Q4 2025 | Feb 13, 2026 |
| Hilton Capital Management, LLC | History | Added to | 26,750 | 2,253 | 0.17% | 0.18% | 221 | +2,515 | 10.38% | Q4 2025 | Feb 12, 2026 |
| Ironvine Capital Partners, LLC | History | Reduced | 25,831 | 2,176 | 0.22% | 0.24% | 222 | -51 | -0.2% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 25,693 | 2,164 | 0.01% | 0.0% | 223 | +2,058 | 8.71% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 25,433 | 2,142 | 0.02% | 0.02% | 224 | -2,823 | -9.99% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 25,129 | 2,117 | 0.02% | 0.02% | 225 | -1,853 | -6.87% | Q4 2025 | Jan 05, 2026 |
| DnB Asset Management AS | History | Reduced | 25,066 | 2,111 | 0.01% | 0.01% | 226 | -959 | -3.68% | Q4 2025 | Feb 05, 2026 |
| Utah Retirement Systems | History | No change | 24,723 | 2,082 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 24,600 | 2,072 | 0.0% | — | 228 | +24,600 | New | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 24,543 | 2,067 | 0.03% | 0.04% | 229 | -1,352 | -5.22% | Q4 2025 | Feb 03, 2026 |
| Tredje AP-fonden | History | New | 24,413 | 2,056 | 0.02% | — | 230 | +24,413 | New | Q4 2025 | Feb 06, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 24,310 | 2,048 | 0.0% | 0.0% | 231 | -326 | -1.32% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | Added to | 23,892 | 2,013 | 0.0% | 0.01% | 232 | +338 | 1.44% | Q4 2025 | Jan 26, 2026 |
| Edgestream Partners, L.P. | History | New | 23,469 | 1,977 | 0.06% | — | 233 | +23,469 | New | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 23,166 | 1,951 | 0.0% | 9.53% | 234 | +966 | 4.35% | Q4 2025 | Feb 17, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Added to | 22,784 | 1,919 | 0.27% | 0.28% | 235 | +637 | 2.88% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 22,683 | 1,911 | 0.02% | 0.02% | 236 | -1,412 | -5.86% | Q4 2025 | Feb 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 22,595 | 1,903 | 0.18% | 0.19% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Added to | 22,359 | 1,883 | 0.0% | 0.0% | 238 | +2,190 | 10.86% | Q4 2025 | Feb 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,261 | 1,875 | 0.0% | 0.0% | 239 | +32 | 0.14% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,257 | 1,790 | 0.0% | 0.0% | 240 | -408 | -1.88% | Q4 2025 | Feb 12, 2026 |
| Rakuten Investment Management, Inc. | History | Reduced | 20,743 | 1,782 | 0.01% | 0.03% | 241 | -17,593 | -45.89% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 20,634 | 1,738 | 0.0% | 0.0% | 242 | -844 | -3.93% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 20,479 | 1,725 | 0.0% | 0.0% | 243 | +4,828 | 30.85% | Q4 2025 | Feb 17, 2026 |
| Investment Management Corp of Ontario | History | Added to | 20,356 | 1,714 | 0.02% | 0.02% | 244 | +3,191 | 18.59% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 20,150 | 1,697 | 0.02% | 0.02% | 245 | -273 | -1.34% | Q4 2025 | Feb 05, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 20,138 | 1,696 | 0.0% | 0.0% | 246 | -4,830 | -19.34% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 19,972 | 1,682 | 0.03% | 0.03% | 247 | -910 | -4.36% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,045 | 1,651 | 0.0% | 0.01% | 248 | -13,998 | -42.36% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 19,567 | 1,648 | 0.02% | 0.02% | 249 | -793 | -3.89% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 19,099 | 1,608 | 0.01% | 0.01% | 250 | +2,011 | 11.77% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 19,012 | 1,601 | 0.14% | 0.14% | 251 | +3,164 | 19.96% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 18,678 | 1,573 | 0.0% | 0.01% | 252 | -1,648 | -8.11% | Q4 2025 | Feb 02, 2026 |
| MARSHALL WACE, LLP | History | New | 18,466 | 1,555 | 0.0% | — | 253 | +18,466 | New | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 18,264 | 1,538 | 0.14% | — | 254 | +18,264 | New | Q4 2025 | Feb 17, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 18,202 | 1,533 | 0.01% | 0.03% | 255 | -16,064 | -46.88% | Q4 2025 | Feb 03, 2026 |
| Jefferies Financial Group Inc. | History | New | 16,555 | 1,394 | 0.01% | — | 256 | +16,555 | New | Q4 2025 | Feb 09, 2026 |
| Buckland Partners Management Co LLC | History | New | 16,500 | 1,390 | 0.77% | — | 257 | +16,500 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 15,674 | 1,320 | 0.0% | 0.0% | 258 | -1,383 | -8.11% | Q4 2025 | Feb 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 15,507 | 1,306 | 0.1% | 0.23% | 259 | -16,739 | -51.91% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Added to | 15,372 | 1,295 | 0.07% | 0.09% | 260 | +2,105 | 15.87% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 15,255 | 1,285 | 0.04% | — | 261 | +15,255 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 14,989 | 1,262 | 0.02% | 0.0% | 262 | +12,320 | 461.6% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 14,845 | 1,251 | 0.0% | 0.0% | 263 | +930 | 6.68% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 14,820 | 1,248 | 0.01% | 0.02% | 264 | -1,485 | -9.11% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,688 | 1,237 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,538 | 1,224 | 0.0% | 0.0% | 266 | +2,121 | 17.08% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 14,110 | 1,201 | 0.0% | 0.0% | 267 | +761 | 5.7% | Q4 2025 | Jan 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 14,245 | 1,200 | 0.04% | 0.02% | 268 | +7,727 | 118.55% | Q4 2025 | Feb 13, 2026 |
| FCA CORP /TX | History | Reduced | 13,885 | 1,169 | 0.33% | 0.4% | 269 | -1,895 | -12.01% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,681 | 1,152 | 0.01% | 0.01% | 270 | -213 | -1.53% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 13,670 | 1,151 | 0.0% | — | 271 | +13,670 | New | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 13,615 | 1,147 | 0.01% | — | 272 | +13,615 | New | Q4 2025 | Feb 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 13,599 | 1,145 | 0.0% | 0.0% | 273 | +7,815 | 135.11% | Q4 2025 | Jan 15, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 12,797 | 1,078 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | New | 12,714 | 1,071 | 0.01% | — | 275 | +12,714 | New | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Reduced | 12,674 | 1,067 | 0.0% | 0.0% | 276 | -13,480 | -51.54% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,552 | 1,057 | 0.0% | 0.0% | 277 | -9,977 | -44.29% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,346 | 1,056 | 0.05% | 0.05% | 278 | +534 | 5.44% | Q4 2025 | Feb 03, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 12,335 | 1,039 | 0.11% | 0.12% | 279 | -823 | -6.25% | Q4 2025 | Jan 16, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 12,330 | 1,038 | 0.0% | 0.0% | 281 | -16,750 | -57.6% | Q4 2025 | Feb 12, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 12,330 | 1,038 | 0.1% | 0.15% | 280 | +881 | 7.69% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 12,200 | 1,027 | 0.0% | 0.02% | 282 | -52,800 | -81.23% | Q4 2025 | Feb 17, 2026 |
| Miller Capital Partners, Inc. | History | New | 12,090 | 1,018 | 0.51% | — | 283 | +12,090 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,912 | 1,003 | 0.01% | 0.01% | 284 | -1,483 | -11.07% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,792 | 974 | 0.0% | 0.0% | 285 | +1,963 | 25.07% | Q4 2025 | Jan 08, 2026 |
| EQUITABLE TRUST CO | History | Added to | 11,467 | 966 | 0.04% | 0.04% | 286 | +1,045 | 10.03% | Q4 2025 | Feb 02, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 11,225 | 945 | 0.03% | 0.03% | 287 | +244 | 2.22% | Q4 2025 | Feb 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 11,048 | 930 | 0.04% | 0.03% | 288 | -305 | -2.69% | Q4 2025 | Feb 04, 2026 |
| Ethic Inc. | History | Added to | 10,992 | 926 | 0.01% | 0.01% | 289 | +1,246 | 12.78% | Q4 2025 | Feb 03, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 10,931 | 921 | 1.13% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 10,882 | 916 | 0.09% | 0.11% | 291 | -18 | -0.17% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,555 | 889 | 0.03% | 0.06% | 292 | -7,903 | -42.82% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 10,543 | 888 | 0.0% | 0.0% | 293 | +5,043 | 91.69% | Q4 2025 | Feb 04, 2026 |
| COMMERCE BANK | History | Reduced | 10,519 | 886 | 0.0% | 0.01% | 294 | -199 | -1.86% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 10,455 | 880 | 0.01% | 0.01% | 295 | +1,855 | 21.57% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,360 | 872 | 0.0% | 0.01% | 296 | +398 | 4.0% | Q4 2025 | Feb 11, 2026 |
| HARVEY INVESTMENT CO LLC | History | No change | 10,300 | 868 | 0.09% | 0.1% | 297 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,253 | 863 | 0.0% | 0.01% | 298 | -3,406 | -24.94% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,181 | 857 | 0.02% | 0.03% | 299 | -833 | -7.56% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 10,026 | 844 | 0.0% | 0.0% | 300 | -95 | -0.94% | Q4 2025 | Feb 17, 2026 |
| ALLSTATE CORP | History | Added to | 9,952 | 838 | 0.01% | 0.01% | 301 | +4,837 | 94.57% | Q4 2025 | Feb 09, 2026 |
| CenterBook Partners LP | History | Reduced | 9,939 | 837 | 0.04% | 0.05% | 302 | -1,777 | -15.17% | Q4 2025 | Feb 11, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 9,818 | 827 | 0.21% | 0.24% | 303 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 9,734 | 823 | 0.0% | — | 304 | +9,734 | New | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,698 | 817 | 0.0% | 0.0% | 305 | -152 | -1.54% | Q4 2025 | Feb 11, 2026 |
| Kentucky Retirement Systems | History | No change | 9,410 | 792 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 8,417 | 778 | 0.0% | 0.0% | 307 | +2 | 0.02% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,232 | 777 | 0.0% | 0.0% | 308 | -5,522 | -37.43% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,150 | 770 | 0.0% | 0.0% | 309 | -1,255 | -12.06% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,078 | 767 | 0.0% | 0.0% | 310 | +4,496 | 98.12% | Q4 2025 | Mar 09, 2026 |
| Third View Private Wealth, LLC | History | New | 9,041 | 761 | 0.1% | — | 312 | +9,041 | New | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,033 | 761 | 0.0% | 0.0% | 311 | -757 | -7.73% | Q4 2025 | Jan 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,560 | 731 | 0.0% | 0.0% | 313 | +3,346 | 79.4% | Q4 2025 | Feb 18, 2026 |
| XTX Topco Ltd | History | Added to | 8,664 | 729 | 0.02% | 0.03% | 314 | +3,040 | 54.05% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 8,497 | 715 | 0.0% | 0.0% | 315 | -551 | -6.09% | Q4 2025 | Feb 11, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 8,373 | 705 | 0.05% | 0.06% | 316 | +786 | 10.36% | Q4 2025 | Jan 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 8,280 | 697 | 0.02% | 0.03% | 317 | -845 | -9.26% | Q4 2025 | Jan 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,196 | 690 | 0.0% | 0.0% | 318 | +6 | 0.07% | Q4 2025 | Jan 30, 2026 |
| State of Wyoming | History | Added to | 8,115 | 683 | 0.07% | 0.05% | 319 | +3,825 | 89.16% | Q4 2025 | Feb 11, 2026 |
| Freestone Grove Partners LP | History | New | 8,028 | 676 | 0.0% | — | 320 | +8,028 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,016 | 675 | 0.01% | 0.01% | 321 | +279 | 3.61% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 7,974 | 671 | 0.01% | — | 322 | +7,974 | New | Q4 2025 | Feb 17, 2026 |
| APG Asset Management N.V. | History | New | 9,145 | 656 | 0.0% | — | 323 | +9,145 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,614 | 641 | 0.01% | 0.01% | 324 | -181 | -2.32% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,550 | 636 | 0.1% | 0.08% | 325 | +1,878 | 33.11% | Q4 2025 | Jan 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,520 | 633 | 0.01% | 0.01% | 326 | -201 | -2.6% | Q4 2025 | Feb 03, 2026 |
| Empowered Funds, LLC | History | Added to | 7,387 | 622 | 0.01% | 0.01% | 327 | +974 | 15.19% | Q4 2025 | Feb 18, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Reduced | 7,168 | 603 | 0.07% | 0.1% | 328 | -1,972 | -21.58% | Q4 2025 | Jan 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,090 | 597 | 0.01% | 0.01% | 329 | -676 | -8.7% | Q4 2025 | Feb 13, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 7,070 | 595 | 0.01% | 0.02% | 330 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,038 | 592 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 6,826 | 586 | 0.03% | 0.03% | 332 | +4,348 | 175.46% | Q4 2025 | Feb 12, 2026 |
| Cynosure Group, LLC | History | New | 6,804 | 573 | 0.06% | — | 333 | +6,804 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 6,725 | 566 | 0.01% | — | 334 | +6,725 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Added to | 6,698 | 564 | 0.0% | 0.0% | 335 | +140 | 2.13% | Q4 2025 | Feb 10, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 6,684 | 563 | 0.0% | 0.0% | 336 | +424 | 6.77% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,633 | 558 | 0.0% | 0.0% | 337 | -290 | -4.19% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,571 | 553 | 0.0% | 0.0% | 338 | -1,607 | -19.65% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 6,557 | 552 | 0.01% | 0.02% | 339 | +1,434 | 27.99% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 6,541 | 551 | 0.0% | 0.0% | 340 | +3,713 | 131.29% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 6,493 | 547 | 0.05% | 0.06% | 341 | +4 | 0.06% | Q4 2025 | Feb 13, 2026 |
| ASR Vermogensbeheer N.V. | History | Reduced | 6,391 | 538 | 0.01% | 0.01% | 342 | -29 | -0.45% | Q4 2025 | Feb 03, 2026 |
| Circle Wealth Management, LLC | History | No change | 6,384 | 537 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,278 | 528 | 0.0% | 0.0% | 344 | +1,386 | 28.33% | Q4 2025 | Feb 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 6,243 | 525 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | Reduced | 6,038 | 508 | 0.02% | 0.02% | 346 | -962 | -13.74% | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 5,917 | 498 | 0.01% | 0.01% | 347 | +239 | 4.21% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,853 | 493 | 0.0% | 0.0% | 348 | +127 | 2.22% | Q4 2025 | Feb 05, 2026 |
| MACQUARIE GROUP LTD | History | No change | 5,798 | 488 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL PLC | History | No change | 5,733 | 483 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Trust Point Inc. | History | Reduced | 5,674 | 478 | 0.04% | 0.04% | 351 | -303 | -5.07% | Q4 2025 | Jan 13, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 5,633 | 474 | 0.0% | 0.03% | 352 | -102,313 | -94.78% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 4,005 | 470 | 0.01% | 0.01% | 353 | +415 | 11.56% | Q4 2025 | Jan 23, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 5,384 | 453 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| North Dakota State Investment Board | History | New | 5,277 | 444 | 0.02% | — | 355 | +5,277 | New | Q4 2025 | Feb 05, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 5,260 | 443 | 0.0% | — | 356 | +5,260 | New | Q4 2025 | Feb 12, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 5,237 | 441 | 0.1% | 0.16% | 358 | -2,048 | -28.11% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 5,234 | 441 | 0.01% | 0.01% | 357 | -364 | -6.5% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,148 | 433 | 0.0% | 0.0% | 359 | +1,130 | 28.12% | Q4 2025 | Feb 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 5,130 | 432 | 0.01% | 0.01% | 360 | -292 | -5.39% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,098 | 429 | 0.01% | 0.01% | 362 | -759 | -12.96% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 5,092 | 429 | 0.03% | 0.03% | 361 | +275 | 5.71% | Q4 2025 | Jan 29, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 5,075 | 427 | 0.05% | 0.07% | 363 | -712 | -12.3% | Q4 2025 | Jan 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,064 | 426 | 0.01% | 0.01% | 364 | +205 | 4.22% | Q4 2025 | Jan 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 5,008 | 421 | 0.0% | 0.01% | 365 | -14,818 | -74.74% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,002 | 421 | 0.02% | 0.03% | 366 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | New | 4,862 | 409 | 0.0% | — | 367 | +4,862 | New | Q4 2025 | Feb 13, 2026 |
| ADVOCATE GROUP LLC | History | No change | 4,779 | 402 | 0.07% | 0.07% | 368 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 4,698 | 397 | 0.02% | 0.02% | 369 | -223 | -4.53% | Q4 2025 | Mar 04, 2026 |
| CIBC WORLD MARKET INC. | History | New | 4,700 | 395 | 0.0% | — | 370 | +4,700 | New | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Reduced | 4,640 | 390 | 0.01% | 0.01% | 371 | -4 | -0.09% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,630 | 389 | 0.0% | 0.0% | 372 | +2,476 | 114.95% | Q4 2025 | Feb 17, 2026 |
| OSSIAM | History | Added to | 4,621 | 389 | 0.01% | 0.0% | 373 | +1,509 | 48.49% | Q4 2025 | Feb 13, 2026 |
| Flagship Private Wealth, LLC | History | No change | 4,484 | 377 | 0.15% | 0.17% | 374 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Guinness Asset Management LTD | History | Added to | 4,330 | 372 | 0.01% | 0.01% | 375 | +27 | 0.63% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | New | 4,374 | 369 | 0.0% | — | 376 | +4,374 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,268 | 359 | 0.01% | 0.02% | 377 | -471 | -9.94% | Q4 2025 | Jan 12, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 4,110 | 346 | 0.01% | — | 378 | +4,110 | New | Q4 2025 | Feb 17, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 4,034 | 340 | 0.0% | 0.0% | 379 | -125 | -3.01% | Q4 2025 | Feb 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 4,030 | 339 | 0.01% | 0.01% | 380 | -82 | -1.99% | Q4 2025 | Jan 15, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 3,979 | 335 | 0.03% | 0.04% | 381 | -249 | -5.89% | Q4 2025 | Jan 21, 2026 |
| Kentucky Retirement Systems Insurance Trust Fund | History | No change | 3,944 | 332 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 3,821 | 321 | 0.02% | 0.02% | 383 | -44 | -1.14% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 3,766 | 317 | 0.0% | 0.0% | 384 | +147 | 4.06% | Q4 2025 | Feb 10, 2026 |
| Hunting Hill Global Capital, LLC | History | No change | 3,764 | 317 | 0.22% | 0.1% | 385 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 3,718 | 313 | 0.01% | 0.02% | 386 | -338 | -8.33% | Q4 2025 | Feb 04, 2026 |
| SYON CAPITAL LLC | History | New | 3,701 | 311 | 0.02% | — | 387 | +3,701 | New | Q4 2025 | Feb 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 3,668 | 309 | 0.04% | 0.04% | 388 | -75 | -2.0% | Q4 2025 | Jan 20, 2026 |
| WELCH & FORBES LLC | History | No change | 3,659 | 308 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,639 | 307 | 0.03% | — | 390 | +3,639 | New | Q4 2025 | Feb 06, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 3,632 | 305 | 0.12% | 0.13% | 391 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 3,604 | 303 | 0.0% | 0.0% | 392 | -2,189 | -37.79% | Q4 2025 | Jan 28, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 3,550 | 299 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | New | 3,532 | 297 | 0.0% | — | 395 | +3,532 | New | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,528 | 297 | 0.03% | 0.04% | 396 | -323 | -8.39% | Q4 2025 | Jan 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,535 | 297 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,492 | 294 | 0.0% | 0.0% | 397 | +870 | 33.18% | Q4 2025 | Feb 17, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,490 | 294 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 3,456 | 291 | 0.0% | 0.01% | 399 | -20,846 | -85.78% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 3,408 | 287 | 0.0% | 0.01% | 400 | -751 | -18.06% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 3,359 | 282 | 0.01% | 0.01% | 401 | +457 | 15.75% | Q4 2025 | Jan 05, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 3,312 | 279 | 0.01% | — | 402 | +3,312 | New | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 3,271 | 275 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,262 | 274 | 0.02% | 0.02% | 404 | -36 | -1.09% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 3,200 | 269 | 0.0% | 0.0% | 405 | +600 | 23.08% | Q4 2025 | Feb 05, 2026 |
| Portside Wealth Group, LLC | History | Added to | 3,195 | 269 | 0.04% | 0.04% | 406 | +294 | 10.13% | Q4 2025 | Jan 21, 2026 |
| Callahan Advisors, LLC | History | Reduced | 3,160 | 266 | 0.02% | 0.27% | 407 | -31,238 | -90.81% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,998 | 259 | 0.01% | 0.02% | 408 | +27 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 3,005 | 253 | 0.0% | 0.0% | 409 | +60 | 2.04% | Q4 2025 | Feb 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,984 | 251 | 0.0% | 0.0% | 410 | -3,065 | -50.67% | Q4 2025 | Feb 10, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 2,840 | 239 | 0.01% | 0.01% | 411 | -1,301 | -31.42% | Q4 2025 | Jan 26, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 2,810 | 236 | 0.1% | 0.1% | 412 | -715 | -20.28% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 2,790 | 235 | 0.01% | 0.01% | 413 | -1,793 | -39.12% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,780 | 234 | 0.0% | 0.0% | 414 | -913 | -24.72% | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 2,774 | 233 | 0.06% | 0.06% | 415 | +1 | 0.04% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,764 | 232 | 0.0% | 0.0% | 417 | +596 | 27.49% | Q4 2025 | Jan 23, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 2,762 | 232 | 0.0% | 0.0% | 416 | +478 | 20.93% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,738 | 230 | 0.0% | — | 418 | +2,738 | New | Q4 2025 | Jan 16, 2026 |
| Vest Financial, LLC | History | New | 2,720 | 229 | 0.0% | — | 419 | +2,720 | New | Q4 2025 | Jan 30, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 2,713 | 228 | 0.02% | 0.02% | 420 | -18 | -0.66% | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | No change | 2,666 | 225 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,616 | 220 | 0.0% | — | 422 | +2,616 | New | Q4 2025 | Feb 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 2,600 | 219 | 0.03% | — | 423 | +2,600 | New | Q4 2025 | Feb 05, 2026 |
| UniSuper Management Pty Ltd | History | No change | 2,600 | 219 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 2,595 | 218 | 0.01% | 0.02% | 425 | -1,203 | -31.67% | Q4 2025 | Feb 11, 2026 |
| Townsend & Associates, Inc | History | New | 1,880 | 213 | 0.02% | — | 426 | +1,880 | New | Q4 2025 | Jan 26, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,519 | 212 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Reduced | 2,500 | 210 | 0.0% | 0.08% | 428 | -107,400 | -97.73% | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | New | 2,502 | 210 | 0.04% | — | 429 | +2,502 | New | Q4 2025 | Jan 30, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,461 | 207 | 0.01% | 0.01% | 430 | -267 | -9.79% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 2,440 | 205 | 0.01% | 0.02% | 431 | +69 | 2.91% | Q4 2025 | Feb 09, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | New | 2,416 | 204 | 0.05% | — | 432 | +2,416 | New | Q4 2025 | Feb 09, 2026 |
| Balefire, LLC | History | Added to | 2,411 | 203 | 0.04% | 0.04% | 433 | +19 | 0.79% | Q4 2025 | Jan 12, 2026 |
| Great Waters Wealth Management | History | No change | 2,379 | 200 | 0.02% | 0.03% | 434 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,332 | 196 | 0.0% | 0.01% | 435 | -15 | -0.64% | Q4 2025 | Feb 06, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,306 | 194 | 0.02% | 0.02% | 436 | -750 | -24.54% | Q4 2025 | Feb 26, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 2,101 | 182 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 1,938 | 163 | 0.11% | 0.13% | 438 | -85 | -4.2% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 1,628 | 137 | 0.0% | 0.0% | 439 | +340 | 26.4% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,618 | 136 | 0.0% | 0.0% | 440 | +5 | 0.31% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,605 | 135 | 0.0% | 0.0% | 441 | -60 | -3.6% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Reduced | 1,561 | 131 | 0.0% | 0.01% | 442 | -114 | -6.81% | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | Added to | 1,533 | 129 | 0.0% | 0.0% | 443 | +31 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | Added to | 1,477 | 124 | 0.0% | 0.0% | 444 | +1,293 | 702.72% | Q4 2025 | Feb 06, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Reduced | 1,476 | 124 | 0.01% | 0.01% | 445 | -490 | -24.92% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,398 | 117 | 0.0% | 0.0% | 446 | +374 | 36.52% | Q4 2025 | Feb 12, 2026 |
| Modus Advisors, LLC | History | New | 1,375 | 115 | 0.03% | — | 447 | +1,375 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,327 | 111 | 0.0% | 0.0% | 448 | +471 | 55.02% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,319 | 111 | 0.0% | 0.0% | 449 | -45 | -3.3% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 1,291 | 108 | 0.0% | 0.0% | 450 | +609 | 89.3% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,267 | 106 | 0.0% | 0.0% | 451 | -79 | -5.87% | Q4 2025 | Feb 18, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,152 | 97 | 0.0% | 0.0% | 452 | +135 | 13.27% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,087 | 91 | 0.01% | — | 453 | +1,087 | New | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | Reduced | 1,015 | 85 | 0.02% | 0.03% | 454 | -162 | -13.76% | Q4 2025 | Jan 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 943 | 79 | 0.0% | 0.0% | 455 | -46 | -4.65% | Q4 2025 | Jan 07, 2026 |
| Park Place Capital Corp | History | Reduced | 924 | 77 | 0.02% | 0.02% | 456 | -15 | -1.6% | Q4 2025 | Jan 09, 2026 |
| CX Institutional | History | Reduced | 880 | 74 | 0.0% | 0.01% | 457 | -1,754 | -66.59% | Q4 2025 | Feb 02, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 875 | 73 | 0.06% | — | 458 | +875 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 863 | 72 | 0.0% | 0.0% | 459 | +363 | 72.6% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 751 | 63 | 0.0% | 0.0% | 460 | +73 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 507 | 59 | 0.0% | 0.0% | 462 | +407 | 407.0% | Q4 2025 | Jan 21, 2026 |
| Manchester Capital Management LLC | History | No change | 702 | 59 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 670 | 58 | 0.0% | — | 463 | +670 | New | Q4 2025 | Feb 11, 2026 |
| TCTC Holdings, LLC | History | Added to | 695 | 58 | 0.0% | 0.0% | 464 | +1 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 636 | 53 | 0.0% | — | 465 | +636 | New | Q4 2025 | Feb 05, 2026 |
| Parvin Asset Management, LLC | History | No change | 625 | 52 | 0.04% | 0.05% | 466 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 617 | 51 | 0.01% | — | 467 | +608 | 6755.56% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 575 | 48 | 0.0% | 0.0% | 468 | -34 | -5.58% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 548 | 46 | 0.0% | — | 470 | +548 | New | Q4 2025 | Feb 17, 2026 |
| Hoese & Co LLP | History | No change | 550 | 46 | 0.03% | 0.04% | 469 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Crewe Advisors LLC | History | Added to | 536 | 45 | 0.0% | 0.0% | 471 | +15 | 2.88% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 436 | 36 | 0.0% | 0.0% | 472 | -103 | -19.11% | Q4 2025 | Feb 06, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 439 | 36 | 0.05% | 0.06% | 473 | -50 | -10.22% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 419 | 35 | 0.0% | 0.0% | 474 | +239 | 132.78% | Q4 2025 | Jan 08, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 396 | 33 | 0.0% | 0.0% | 475 | +236 | 147.5% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 381 | 32 | 0.01% | 0.01% | 476 | -4 | -1.04% | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | Added to | 378 | 31 | 0.0% | 0.0% | 477 | +11 | 3.0% | Q4 2025 | Jan 29, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 346 | 29 | 0.0% | — | 479 | +346 | New | Q4 2025 | Jan 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 350 | 29 | 0.0% | 0.0% | 478 | -90 | -20.45% | Q4 2025 | Feb 02, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 25 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STEPH & CO | History | New | 292 | 24 | 0.01% | — | 481 | +292 | New | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 276 | 23 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | New | 268 | 22 | 0.0% | — | 483 | +268 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 250 | 21 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Boit C F David | History | No change | 208 | 21 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 254 | 21 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Raiffeisen Bank International AG | History | No change | 234 | 19 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Transce3nd, LLC | History | Reduced | 154 | 18 | 0.15% | 0.12% | 489 | -2,310 | -93.75% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 214 | 18 | 0.0% | 0.0% | 488 | -26 | -10.83% | Q4 2025 | Feb 10, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 222 | 18 | 0.01% | 0.01% | 490 | +11 | 5.21% | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 119 | 14 | 0.01% | — | 491 | +119 | New | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 147 | 12 | 0.0% | 0.0% | 492 | -138 | -48.42% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 134 | 11 | 0.0% | 0.0% | 493 | +27 | 25.23% | Q4 2025 | Jan 14, 2026 |
| Covestor Ltd | History | Added to | 131 | 11 | 0.01% | 0.01% | 495 | +6 | 4.8% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 121 | 11 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 123 | 10 | 0.0% | 0.0% | 499 | +58 | 89.23% | Q4 2025 | Feb 24, 2026 |
| FIRST HORIZON CORP | History | Added to | 121 | 10 | 0.0% | 0.0% | 496 | +7 | 6.14% | Q4 2025 | Jan 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 128 | 10 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| West Branch Capital LLC | History | No change | 130 | 10 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | New | 115 | 9 | 0.0% | — | 501 | +115 | New | Q4 2025 | Feb 12, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 116 | 9 | 0.0% | 0.01% | 500 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BAYBAN | History | New | 100 | 8 | 0.01% | — | 504 | +100 | New | Q4 2025 | Mar 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 74 | 8 | 0.0% | 0.0% | 503 | +1 | 1.37% | Q4 2025 | Feb 02, 2026 |
| Concord Wealth Partners | History | No change | 106 | 8 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 92 | 7 | 0.0% | 0.01% | 505 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | Reduced | 74 | 6 | 0.0% | 0.0% | 509 | -92 | -55.42% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | New | 80 | 6 | 0.0% | — | 507 | +80 | New | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 80 | 6 | 0.0% | — | 510 | +80 | New | Q4 2025 | Feb 25, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 64 | 6 | 0.0% | — | 511 | +64 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 75 | 6 | 0.0% | 0.0% | 506 | +40 | 114.29% | Q4 2025 | Feb 09, 2026 |
| Pacific Center for Financial Services | History | No change | 65 | 6 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 67 | 5 | 0.0% | 0.0% | 513 | +20 | 42.55% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO | History | No change | 59 | 5 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 52 | 4 | 0.0% | — | 514 | +52 | New | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 52 | 4 | 0.0% | — | 523 | +52 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Reduced | 56 | 4 | 0.0% | 0.0% | 517 | -49 | -46.67% | Q4 2025 | Feb 09, 2026 |
| Strengthening Families & Communities, LLC | History | New | 48 | 4 | 0.0% | — | 520 | +48 | New | Q4 2025 | Feb 03, 2026 |
| CVA Family Office, LLC | History | Reduced | 54 | 4 | 0.0% | 0.0% | 518 | -36 | -40.0% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | Added to | 49 | 4 | 0.0% | 0.0% | 522 | +32 | 188.24% | Q4 2025 | Jan 08, 2026 |
| SouthState Bank Corp | History | Added to | 51 | 4 | 0.0% | 0.0% | 515 | +27 | 112.5% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 51 | 4 | 0.0% | 0.0% | 521 | +4 | 8.51% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | Added to | 53 | 4 | 0.0% | 0.0% | 519 | +2 | 3.92% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 46 | 4 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 45 | 3 | 0.0% | — | 528 | +45 | New | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 38 | 3 | 0.0% | — | 537 | +38 | New | Q4 2025 | Feb 09, 2026 |
| CURIO WEALTH, LLC | History | New | 36 | 3 | 0.0% | — | 532 | +36 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 44 | 3 | 0.0% | 0.0% | 530 | -34 | -43.59% | Q4 2025 | Jan 13, 2026 |
| Kilter Group LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 533 | +27 | 207.69% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 39 | 3 | 0.0% | 0.0% | 531 | +9 | 30.0% | Q4 2025 | Jan 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 36 | 3 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 37 | 3 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 38 | 3 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Robbins Farley | History | No change | 42 | 3 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 40 | 3 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Pier Capital, LLC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 540 | -56 | -66.67% | Q4 2025 | Feb 03, 2026 |
| IMA Advisory Services, Inc. | History | New | 33 | 2 | 0.0% | — | 542 | +33 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 30 | 2 | 0.0% | — | 547 | +30 | New | Q4 2025 | Feb 05, 2026 |
| Quattro Advisors LLC | History | New | 27 | 2 | 0.0% | — | 548 | +27 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 31 | 2 | 0.0% | 0.0% | 538 | +12 | 63.16% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 541 | -5 | -13.16% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | No change | 33 | 2 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Investors Research Corp | History | No change | 35 | 2 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Cromwell Holdings LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 552 | -22 | -55.0% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 19 | 1 | 0.0% | — | 559 | +19 | New | Q4 2025 | Jan 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 18 | 1 | 0.0% | — | 551 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 18 | 1 | 0.0% | — | 565 | +18 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 17 | 1 | 0.0% | — | 557 | +17 | New | Q4 2025 | Mar 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 14 | 1 | 0.0% | — | 549 | +14 | New | Q4 2025 | Jan 08, 2026 |
| American Capital Advisory, LLC | History | Added to | 12 | 1 | 0.0% | — | 562 | +11 | 1100.0% | Q4 2025 | Jan 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 1 | 0.0% | — | 555 | +7 | 116.67% | Q4 2025 | Feb 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 15 | 1 | 0.0% | 0.0% | 560 | -3 | -16.67% | Q4 2025 | Jan 16, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 564 | -2 | -13.33% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 19 | 1 | 0.0% | 0.0% | 554 | -1 | -5.0% | Q4 2025 | Feb 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 20 | 1 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sachetta, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financially Speaking Inc | History | No change | 15 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Durable Capital Partners LP | History | Closed out | 0 | 0 | — | 2.58% | — | -3,765,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Southpoint Capital Advisors LP | History | Closed out | 0 | 0 | — | 3.15% | — | -1,300,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| James Hambro & Partners LLP | History | Closed out | 0 | 0 | — | 2.7% | — | -820,790 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Closed out | 0 | 0 | — | 0.18% | — | -460,440 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SORA INVESTORS LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -215,452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCOPIA CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 1.83% | — | -157,848 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mediolanum International Funds Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -129,328 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Mountaineer Partners Management, LLC | History | Closed out | 0 | 0 | — | 6.63% | — | -123,234 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.53% | — | -119,932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CADEN CAPITAL PARTNERS, LP | History | Closed out | 0 | 0 | — | 4.12% | — | -110,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Generate Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.43% | — | -91,671 | -100.0% | Q3 2025 | Oct 20, 2025 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -82,400 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.73% | — | -47,723 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -36,712 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 2Xideas AG | History | Closed out | 0 | 0 | — | 0.55% | — | -28,053 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,787 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -16,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighVista Strategies LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -15,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.29% | — | -12,194 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,945 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,109 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.14% | — | -9,559 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Van Berkom & Associates Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,901 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,331 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NEOS Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,312 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TEMA ETFS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,312 | -100.0% | Q3 2025 | Oct 24, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.03% | — | -7,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -7,138 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EVEXIA WEALTH LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,383 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -4,374 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,704 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,598 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,987 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,895 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,883 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,860 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,672 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.02% | — | -2,629 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,539 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -2,388 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Benin Management CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,281 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,172 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,796 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,433 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -860 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -554 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -292 | -100.0% | Q3 2025 | Oct 08, 2025 |
| ORG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -279 | -100.0% | Q3 2025 | Oct 24, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -268 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -264 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AlphaQuest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Miller Global Investments, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Stone House Investment Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |
| Nemes Rush Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Avion Wealth | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 27, 2026 |
| United Financial Planning Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rakuten Securities, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Seneschal Advisors, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MOTCO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |