EPR PROPERTIES - EPR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 | 10,841,431 | 540,987 | 0.01% | 0.01% | 1 | -75,953 | -0.7% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 10,793,633 | 522,067 | 0.01% | 0.01% | 2 | -488,223 | -4.33% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,907,141 | 196,096 | 0.01% | 0.01% | 3 | -57,236 | -1.44% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 1,659,770 | 82,822 | 0.01% | — | 4 | +1,659,770 | New | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,584,394 | 79,076 | 0.0% | 0.01% | 5 | +26,590 | 1.71% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,465,124 | 73,109 | 0.04% | 0.06% | 6 | -53,279 | -3.51% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,365,358 | 68,131 | 0.15% | 0.16% | 7 | +95,200 | 7.5% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,344,712 | 67,101 | 0.01% | 0.01% | 8 | +17,050 | 1.28% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,337,199 | 65,868 | 0.0% | 0.0% | 9 | +216,028 | 19.27% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,300,403 | 64,890 | 0.13% | 0.14% | 10 | +395,378 | 43.69% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,235,712 | 61,662 | 0.01% | 0.01% | 11 | -328,597 | -21.01% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,105,174 | 55,149 | 0.01% | 0.01% | 12 | +1,880 | 0.17% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,099,104 | 54,845 | 0.01% | 0.01% | 13 | -22,948 | -2.05% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 1,018,685 | 50,832 | 0.01% | 0.01% | 14 | +40,896 | 4.18% | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 934,194 | 46,616 | 0.02% | 0.03% | 15 | +56,462 | 6.43% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 930,329 | 46,423 | 0.01% | 0.01% | 16 | -79,723 | -7.89% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | Added to | 1,942,255 | 46,404 | 0.65% | 9.74% | 17 | +953,315 | 96.4% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 760,595 | 37,953 | 0.0% | 0.0% | 18 | -141,218 | -15.66% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 691,300 | 34,495 | 0.05% | 0.07% | 19 | -284,523 | -29.16% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 683,097 | 33,135 | 0.01% | 0.01% | 20 | +261,163 | 61.9% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 602,312 | 30,055 | 0.22% | — | 21 | +602,312 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 537,001 | 26,775 | 0.0% | 0.01% | 22 | -270,030 | -33.46% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 491,078 | 24,819 | 0.03% | 0.14% | 23 | -1,502,977 | -75.37% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 496,727 | 24,786 | 0.03% | 0.03% | 24 | +60,956 | 13.99% | Q4 2025 | Feb 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 494,409 | 24,671 | 0.29% | 0.35% | 25 | +10,871 | 2.25% | Q4 2025 | Jan 29, 2026 |
| Aberdeen Group plc | History | Added to | 463,782 | 23,142 | 0.04% | 0.04% | 26 | +4,851 | 1.06% | Q4 2025 | Jan 16, 2026 |
| Legal & General Group Plc | History | Added to | 462,517 | 23,079 | 0.01% | 0.01% | 27 | +5,703 | 1.25% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 431,070 | 21,510 | 0.0% | 0.0% | 28 | +44,531 | 11.52% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 382,495 | 19,086 | 0.01% | 0.01% | 29 | +229,076 | 149.31% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 357,574 | 17,842 | 0.0% | 0.0% | 30 | +194,431 | 119.18% | Q4 2025 | Feb 12, 2026 |
| CAMDEN ASSET MANAGEMENT L P /CA | History | Reduced | 723,813 | 17,719 | 0.45% | 0.46% | 31 | -50,000 | -6.46% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 342,096 | 17,070 | 0.01% | 0.0% | 32 | +287,594 | 527.68% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 301,943 | 15,066 | 0.0% | 0.0% | 33 | +19,107 | 6.76% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 297,760 | 14,907 | 0.01% | 0.01% | 34 | +88,701 | 42.43% | Q4 2025 | Mar 20, 2026 |
| APG Asset Management US Inc. | History | No change | 287,278 | 14,335 | 0.11% | 0.12% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aequim Alternative Investments LP | History | No change | 511,692 | 12,197 | 0.24% | 0.3% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 227,354 | 11,344 | 0.1% | 0.03% | 37 | +161,371 | 244.56% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | New | 226,476 | 11,301 | 0.18% | — | 38 | +226,476 | New | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 222,432 | 11,099 | 0.07% | 0.08% | 39 | +18,900 | 9.29% | Q4 2025 | Feb 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 210,843 | 10,702 | 0.02% | 0.02% | 40 | +10,806 | 5.4% | Q4 2025 | Jan 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 208,652 | 10,411 | 0.01% | 0.01% | 41 | -10,669 | -4.86% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 201,946 | 10,077 | 0.0% | 0.0% | 42 | -253,107 | -55.62% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 201,532 | 10,056 | 0.04% | 0.06% | 43 | -31,506 | -13.52% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 196,089 | 9,784 | 0.0% | 0.0% | 44 | +12,067 | 6.56% | Q4 2025 | Feb 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 314,506 | 9,170 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 182,311 | 9,097 | 0.0% | 0.0% | 46 | +29,613 | 19.39% | Q4 2025 | Feb 17, 2026 |
| LDR Capital Management LLC | History | Reduced | 302,783 | 8,845 | 12.26% | 14.32% | 47 | -13,183 | -4.17% | Q4 2025 | Jan 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 169,856 | 8,475 | 0.01% | 0.0% | 48 | +157,176 | 1239.56% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 163,749 | 8,171 | 0.0% | 0.0% | 49 | -5,352 | -3.16% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 157,075 | 7,838 | 0.01% | 0.02% | 50 | -34,922 | -18.19% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 156,616 | 7,815 | 0.02% | 0.02% | 51 | -12,155 | -7.2% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 154,919 | 7,730 | 0.0% | 0.0% | 52 | -37,326 | -19.42% | Q4 2025 | Mar 25, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 219,066 | 7,722 | 0.78% | 0.89% | 53 | -2,705 | -1.22% | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | New | 152,000 | 7,584 | 0.04% | — | 54 | +152,000 | New | Q4 2025 | Feb 19, 2026 |
| Swiss National Bank | History | Added to | 150,188 | 7,494 | 0.0% | 0.0% | 55 | +2,700 | 1.83% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 138,409 | 6,906 | 0.0% | 0.0% | 56 | +14,115 | 11.36% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 137,996 | 6,885 | 0.01% | 0.01% | 57 | +13,292 | 10.66% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 137,608 | 6,868 | 0.01% | 0.02% | 58 | -113,390 | -45.18% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 135,285 | 6,750 | 0.01% | 0.01% | 59 | +3,628 | 2.76% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 132,929 | 6,634 | 0.0% | 0.0% | 60 | -111,724 | -45.67% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 131,685 | 6,571 | 0.01% | 0.0% | 61 | +107,658 | 448.07% | Q4 2025 | Feb 17, 2026 |
| Skaana Management L.P. | History | Reduced | 287,961 | 6,465 | 2.09% | 5.85% | 62 | -537,306 | -65.11% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 127,397 | 6,357 | 0.02% | 0.02% | 63 | -4,658 | -3.53% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 127,339 | 6,354 | 0.0% | 0.0% | 64 | +38,152 | 42.78% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 121,380 | 6,056 | 0.0% | 0.01% | 65 | -39,592 | -24.6% | Q4 2025 | Feb 13, 2026 |
| DigitalBridge Group, Inc. | History | Added to | 229,743 | 5,790 | 0.44% | 0.48% | 66 | +15,000 | 6.99% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 115,240 | 5,750 | 0.01% | 0.02% | 67 | +3,580 | 3.21% | Q4 2025 | Feb 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 114,426 | 5,709 | 0.04% | — | 68 | +114,426 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 110,820 | 5,529 | 0.0% | 0.0% | 69 | -197,281 | -64.03% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 106,455 | 5,373 | 0.01% | 0.03% | 70 | -55,242 | -34.16% | Q4 2025 | Jan 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 106,609 | 5,319 | 0.01% | 0.01% | 71 | -24,838 | -18.9% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 101,560 | 5,067 | 0.01% | 0.01% | 72 | +4,467 | 4.6% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 99,000 | 4,940 | 0.01% | 0.0% | 73 | +85,100 | 612.23% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 109,848 | 4,820 | 0.0% | 0.0% | 74 | +1,600 | 1.48% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 96,431 | 4,811 | 0.02% | 0.01% | 75 | +73,174 | 314.63% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 99,854 | 4,698 | 0.0% | 0.0% | 76 | +2,398 | 2.46% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Added to | 94,099 | 4,695 | 0.01% | 0.01% | 77 | +17,199 | 22.37% | Q4 2025 | Mar 12, 2026 |
| Retirement Systems of Alabama | History | Reduced | 91,379 | 4,559 | 0.01% | 0.02% | 78 | -651 | -0.71% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 90,140 | 4,497 | 0.0% | 0.0% | 79 | +32,797 | 57.19% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 88,938 | 4,438 | 0.12% | 0.19% | 80 | -21,437 | -19.42% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 88,000 | 4,391 | 0.01% | — | 81 | +88,000 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 87,521 | 4,367 | 0.0% | 0.01% | 82 | -1,640 | -1.84% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 84,733 | 4,228 | 0.0% | 0.0% | 83 | +1,338 | 1.6% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 143,135 | 4,210 | 0.01% | 0.01% | 84 | +8,542 | 6.35% | Q4 2025 | Feb 11, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 83,183 | 4,150 | 0.08% | 0.12% | 85 | -4,172 | -4.78% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 83,019 | 4,142 | 0.0% | — | 86 | +83,019 | New | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 82,715 | 4,127 | 0.01% | 0.01% | 87 | -5,719 | -6.47% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 81,269 | 4,055 | 0.01% | 0.01% | 88 | -19,567 | -19.4% | Q4 2025 | Jan 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 81,177 | 4,050 | 0.0% | — | 89 | +81,177 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 114,615 | 4,001 | 0.25% | 0.24% | 90 | +31,765 | 38.34% | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 79,810 | 3,983 | 0.01% | — | 91 | +79,810 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 79,603 | 3,972 | 0.01% | 0.01% | 92 | -1,480 | -1.83% | Q4 2025 | Jan 30, 2026 |
| Warberg Asset Management LLC | History | Reduced | 152,593 | 3,846 | 0.46% | 0.67% | 93 | -8,174 | -5.08% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 76,712 | 3,827 | 0.02% | 0.01% | 94 | -46,010 | -37.49% | Q4 2025 | Feb 13, 2026 |
| Ballast Asset Management, LP | History | Reduced | 73,802 | 3,682 | 1.74% | 2.02% | 95 | -2,541 | -3.33% | Q4 2025 | Feb 09, 2026 |
| Swedbank AB | History | Reduced | 73,027 | 3,644 | 0.0% | 0.01% | 96 | -49,980 | -40.63% | Q4 2025 | Feb 09, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 121,506 | 3,635 | 0.35% | 0.68% | 97 | -105,364 | -46.44% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 72,490 | 3,617 | 0.0% | 0.0% | 98 | +2,512 | 3.59% | Q4 2025 | Feb 17, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 69,544 | 3,470 | 0.03% | 0.1% | 99 | -124,253 | -64.12% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 69,462 | 3,466 | 0.02% | 0.02% | 100 | +2,862 | 4.3% | Q4 2025 | Feb 09, 2026 |
| Vestcor Inc | History | Added to | 67,171 | 3,352 | 0.1% | 0.01% | 101 | +61,386 | 1061.12% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 66,264 | 3,306 | 0.0% | 0.0% | 102 | -2,872 | -4.15% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 65,083 | 3,247 | 0.0% | 0.0% | 103 | -15,225 | -18.96% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 67,340 | 3,104 | 0.0% | — | 104 | +67,340 | New | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 61,053 | 3,067 | 0.0% | — | 105 | +61,053 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 60,036 | 3,047 | 0.0% | 0.0% | 106 | +3,166 | 5.57% | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 60,063 | 2,997 | 0.0% | 0.0% | 107 | +7,753 | 14.82% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 59,326 | 2,933 | 0.0% | 0.0% | 108 | +28,539 | 92.7% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 117,421 | 2,899 | 0.02% | 0.02% | 109 | +434 | 0.37% | Q4 2025 | Jan 29, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 57,785 | 2,881 | 0.03% | 0.03% | 110 | +9,145 | 18.8% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 56,886 | 2,841 | 0.0% | 0.0% | 111 | -5,955 | -9.48% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 49,947 | 2,492 | 0.0% | 0.0% | 112 | +32,771 | 190.8% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 49,898 | 2,489 | 0.04% | 0.04% | 113 | -294 | -0.59% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 49,192 | 2,454 | 0.02% | 0.02% | 114 | +3,267 | 7.11% | Q4 2025 | Jan 14, 2026 |
| Tidal Investments LLC | History | Added to | 70,644 | 2,446 | 0.01% | 0.0% | 115 | +10,799 | 18.04% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 48,599 | 2,425 | 0.1% | 0.2% | 116 | -32,309 | -39.93% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 48,552 | 2,422 | 0.01% | 0.01% | 117 | +1,953 | 4.19% | Q4 2025 | Jan 27, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 48,202 | 2,405 | 0.0% | 0.0% | 118 | -10,048 | -17.25% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 48,142 | 2,402 | 0.01% | 0.01% | 119 | +3,983 | 9.02% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 47,912 | 2,390 | 0.01% | 0.01% | 120 | -779 | -1.6% | Q4 2025 | Jan 28, 2026 |
| EFG International AG | History | New | 46,081 | 2,299 | 0.04% | — | 121 | +46,081 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 44,797 | 2,235 | 0.0% | 0.0% | 122 | +4,224 | 10.41% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 43,528 | 2,172 | 0.01% | 0.01% | 123 | -482 | -1.1% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 46,094 | 2,166 | 0.0% | 0.0% | 124 | +925 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 71,525 | 2,140 | 0.37% | 0.3% | 125 | +18,060 | 33.78% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 42,775 | 2,134 | 0.1% | 0.24% | 126 | -68,103 | -61.42% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 41,516 | 2,083 | 0.04% | 0.04% | 127 | -5,661 | -12.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 41,707 | 2,081 | 0.0% | 0.0% | 128 | -60,527 | -59.2% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 41,674 | 2,079 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Amundi | History | Added to | 40,512 | 2,021 | 0.0% | 0.0% | 130 | +2,312 | 6.05% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 40,420 | 2,016 | 0.03% | 0.02% | 131 | +12,164 | 43.05% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 39,296 | 1,960 | 0.01% | 0.01% | 132 | -1,931 | -4.68% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 39,178 | 1,954 | 0.01% | 0.01% | 133 | -4,844 | -11.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 63,277 | 1,929 | 0.0% | 0.0% | 134 | -44,105 | -41.07% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 38,348 | 1,925 | 0.01% | 0.01% | 135 | -3,292 | -7.91% | Q4 2025 | Jan 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 38,355 | 1,913 | 0.09% | 0.1% | 136 | +16,102 | 72.36% | Q4 2025 | Feb 12, 2026 |
| Oak Thistle LLC | History | Added to | 37,593 | 1,875 | 0.26% | 0.2% | 137 | +15,192 | 67.82% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 37,459 | 1,869 | 0.07% | 0.07% | 138 | +2,226 | 6.32% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,054 | 1,860 | 0.0% | 0.0% | 139 | +11,693 | 42.74% | Q4 2025 | Jan 08, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 37,188 | 1,855 | 0.44% | 0.5% | 140 | +1,864 | 5.28% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 54,167 | 1,852 | 0.0% | 0.0% | 141 | +39,359 | 265.8% | Q4 2025 | Mar 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 36,653 | 1,828 | 0.0% | 0.0% | 142 | -112,038 | -75.35% | Q4 2025 | Feb 12, 2026 |
| Cutler Capital Management, LLC | History | No change | 81,995 | 1,818 | 0.53% | 0.66% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 59,499 | 1,790 | 0.05% | 0.05% | 144 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 35,650 | 1,778 | 0.09% | 0.09% | 145 | -3,282 | -8.43% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Reduced | 35,019 | 1,747 | 0.0% | 0.0% | 146 | -7,582 | -17.8% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 34,665 | 1,729 | 0.03% | 0.03% | 147 | -340 | -0.97% | Q4 2025 | Jan 14, 2026 |
| Versor Investments LP | History | Added to | 34,481 | 1,720 | 0.27% | 0.26% | 148 | +9,717 | 39.24% | Q4 2025 | Feb 04, 2026 |
| COHEN & STEERS, INC. | History | No change | 57,085 | 1,708 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,736 | 1,683 | 0.01% | 0.01% | 150 | -938 | -2.71% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,291 | 1,682 | 0.0% | — | 151 | +38,291 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 33,158 | 1,654 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 32,916 | 1,642 | 0.04% | 0.02% | 153 | +25,771 | 360.69% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,631 | 1,628 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 32,301 | 1,621 | 0.08% | 0.11% | 155 | +4,392 | 15.74% | Q4 2025 | Feb 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 32,127 | 1,620 | 0.01% | 0.01% | 156 | -1,403 | -4.18% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 31,801 | 1,586 | 0.02% | 0.03% | 157 | +3,892 | 13.95% | Q4 2025 | Feb 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 31,688 | 1,581 | 0.02% | 0.02% | 158 | -3,466 | -9.86% | Q4 2025 | Feb 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 31,634 | 1,578 | 0.02% | 0.02% | 159 | +3,294 | 11.62% | Q4 2025 | Feb 02, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 31,263 | 1,560 | 0.0% | 0.01% | 160 | -2,280 | -6.8% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 31,236 | 1,558 | 0.01% | 0.02% | 161 | -2,803 | -8.23% | Q4 2025 | Feb 13, 2026 |
| Pensionfund PDN | History | No change | 30,962 | 1,545 | 1.02% | 1.16% | 162 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | Added to | 30,742 | 1,534 | 0.0% | 0.0% | 163 | +2,953 | 10.63% | Q4 2025 | Jan 23, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 30,543 | 1,524 | 0.0% | 0.04% | 164 | -165,047 | -84.38% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,637 | 1,478 | 0.0% | 0.0% | 165 | +7,390 | 33.22% | Q4 2025 | Feb 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 29,435 | 1,468 | 0.04% | 0.13% | 166 | -60,198 | -67.16% | Q4 2025 | Jan 28, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 29,077 | 1,450 | 0.01% | 0.02% | 167 | -4,546 | -13.52% | Q4 2025 | Feb 05, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 28,344 | 1,414 | 0.03% | 0.03% | 168 | +114 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 27,550 | 1,374 | 0.02% | 0.02% | 169 | +2,407 | 9.57% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 27,172 | 1,355 | 0.01% | — | 170 | +27,172 | New | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 26,922 | 1,353 | 0.03% | 0.03% | 171 | +6,230 | 30.11% | Q4 2025 | Jan 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 26,781 | 1,336 | 0.0% | 0.0% | 172 | +969 | 3.75% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 26,254 | 1,310 | 0.0% | 0.0% | 173 | +14,604 | 125.36% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 23,563 | 1,303 | 0.01% | 0.01% | 174 | -519 | -2.16% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,168 | 1,256 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 21,756 | 1,216 | 0.04% | 0.03% | 176 | +1,068 | 5.16% | Q4 2025 | Jan 23, 2026 |
| Handelsbanken Fonder AB | History | Added to | 23,700 | 1,183 | 0.0% | 0.0% | 177 | +600 | 2.6% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,125 | 1,153 | 0.0% | 0.0% | 178 | -292 | -1.25% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 22,936 | 1,144 | 0.06% | 0.05% | 179 | +6,548 | 39.96% | Q4 2025 | Feb 11, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 37,711 | 1,142 | 0.0% | 0.0% | 180 | -12,049 | -24.21% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,459 | 1,120 | 0.0% | 0.0% | 181 | -1,049 | -4.46% | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 22,409 | 1,118 | 0.04% | 0.02% | 182 | +14,543 | 184.88% | Q4 2025 | Jan 14, 2026 |
| Optas, LLC | History | Added to | 21,906 | 1,093 | 0.17% | 0.11% | 183 | +11,056 | 101.9% | Q4 2025 | Jan 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 21,787 | 1,087 | 0.72% | 0.9% | 184 | -1,066 | -4.66% | Q4 2025 | Feb 05, 2026 |
| Walleye Trading LLC | History | Reduced | 21,500 | 1,072 | 0.0% | 0.01% | 185 | -43,400 | -66.87% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 21,208 | 1,058 | 0.01% | 0.01% | 186 | -1,301 | -5.78% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 21,100 | 1,052 | 0.02% | 0.02% | 187 | -100 | -0.47% | Q4 2025 | Jan 16, 2026 |
| Inscription Capital, LLC | History | Added to | 20,600 | 1,027 | 0.11% | 0.08% | 188 | +7,199 | 53.72% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 20,150 | 1,005 | 0.0% | 0.0% | 189 | +1,803 | 9.83% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 20,111 | 1,004 | 0.0% | 0.01% | 190 | -34,890 | -63.44% | Q4 2025 | Jan 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 19,901 | 993 | 0.01% | 0.01% | 191 | +454 | 2.33% | Q4 2025 | Jan 21, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 19,880 | 992 | 0.28% | 0.34% | 192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 19,116 | 954 | 0.0% | 0.0% | 193 | +16,579 | 653.49% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 18,818 | 939 | 0.01% | 0.01% | 194 | -689 | -3.53% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 18,787 | 937 | 0.0% | 0.0% | 195 | +17,003 | 953.08% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 18,209 | 909 | 0.0% | 0.0% | 196 | -3,608 | -16.54% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 16,615 | 901 | 0.0% | 0.0% | 197 | -711 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Metis Global Partners, LLC | History | Added to | 18,012 | 898 | 0.02% | 0.02% | 199 | +861 | 5.02% | Q4 2025 | Feb 11, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | No change | 18,000 | 898 | 0.23% | 0.27% | 198 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 17,989 | 897 | 0.0% | 0.01% | 200 | -100 | -0.55% | Q4 2025 | Jan 29, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | Added to | 17,900 | 893 | 0.01% | 0.0% | 203 | +10,400 | 138.67% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 17,899 | 893 | 0.0% | 0.0% | 201 | -7,101 | -28.4% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 17,904 | 893 | 0.0% | 0.01% | 202 | -2,760 | -13.36% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,445 | 890 | 0.02% | 0.02% | 204 | +1,949 | 13.45% | Q4 2025 | Jan 28, 2026 |
| Pensionfund Sabic | History | No change | 17,300 | 863 | 0.23% | 0.27% | 205 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 17,035 | 850 | 0.01% | 0.01% | 206 | +69 | 0.41% | Q4 2025 | Feb 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 16,819 | 839 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 17,938 | 807 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,100 | 807 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,678 | 782 | 0.01% | 0.01% | 210 | +8,116 | 107.33% | Q4 2025 | Jan 29, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 15,618 | 779 | 0.01% | 0.01% | 211 | -775 | -4.73% | Q4 2025 | Feb 11, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 15,575 | 777 | 0.53% | 0.61% | 212 | +258 | 1.68% | Q4 2025 | Jan 14, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 15,300 | 763 | 0.0% | 0.01% | 214 | -5,900 | -27.83% | Q4 2025 | Feb 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 15,300 | 763 | 0.02% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Added to | 15,254 | 761 | 0.0% | 0.0% | 215 | +6,189 | 68.27% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,254 | 761 | 0.01% | 0.01% | 216 | +1,249 | 8.92% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 15,234 | 760 | 0.01% | 0.01% | 217 | -100 | -0.65% | Q4 2025 | Feb 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,005 | 753 | 0.04% | — | 219 | +15,005 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 15,105 | 753 | 0.02% | 0.03% | 218 | -2,685 | -15.09% | Q4 2025 | Feb 09, 2026 |
| IMC-Chicago, LLC | History | Reduced | 15,000 | 748 | 0.0% | 0.0% | 220 | -11,600 | -43.61% | Q4 2025 | Jan 29, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 13,679 | 741 | 0.09% | 0.06% | 221 | +6,561 | 92.17% | Q4 2025 | Feb 23, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 14,771 | 737 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | New | 14,274 | 712 | 0.01% | — | 223 | +14,274 | New | Q4 2025 | Feb 02, 2026 |
| RDA Financial Network | History | Reduced | 14,226 | 709 | 0.17% | 0.2% | 224 | -45 | -0.32% | Q4 2025 | Jan 06, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 14,137 | 705 | 0.11% | 0.04% | 225 | +10,627 | 302.76% | Q4 2025 | Jan 26, 2026 |
| Texas Yale Capital Corp. | History | Added to | 14,050 | 701 | 0.02% | 0.03% | 226 | +200 | 1.44% | Q4 2025 | Feb 10, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Added to | 14,032 | 700 | 0.02% | 0.01% | 227 | +7,219 | 105.96% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 13,954 | 696 | 0.02% | 0.03% | 228 | -314 | -2.2% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,197 | 694 | 0.0% | 0.0% | 229 | -273 | -1.4% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 13,632 | 680 | 0.0% | 0.01% | 230 | +400 | 3.02% | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | New | 13,612 | 679 | 0.13% | — | 231 | +13,612 | New | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 13,100 | 653 | 0.0% | 0.0% | 232 | -40,100 | -75.38% | Q4 2025 | Feb 11, 2026 |
| Byrne Asset Management LLC | History | Added to | 12,953 | 646 | 0.36% | 0.21% | 233 | +6,980 | 116.86% | Q4 2025 | Jan 12, 2026 |
| Bridgefront Capital, LLC | History | Added to | 12,807 | 639 | 0.16% | 0.15% | 234 | +4,008 | 45.55% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 12,791 | 638 | 0.04% | — | 235 | +12,791 | New | Q4 2025 | Jan 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 12,658 | 631 | 0.22% | 0.24% | 236 | +821 | 6.94% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,586 | 628 | 0.01% | 0.02% | 237 | -12,908 | -50.63% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,581 | 627 | 0.0% | 0.0% | 238 | +1,559 | 14.14% | Q4 2025 | Feb 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 12,159 | 607 | 0.01% | 0.01% | 239 | +23 | 0.19% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,008 | 599 | 0.08% | 0.07% | 240 | +2,536 | 26.77% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,815 | 590 | 0.0% | 0.0% | 241 | -1,503 | -11.29% | Q4 2025 | Feb 05, 2026 |
| Impact Partnership Wealth, LLC | History | New | 11,693 | 583 | 0.07% | — | 242 | +11,693 | New | Q4 2025 | Feb 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 26,181 | 580 | 0.0% | 0.0% | 243 | -102 | -0.39% | Q4 2025 | Feb 02, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 11,620 | 579 | 0.0% | 0.0% | 244 | +442 | 3.95% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,524 | 575 | 0.0% | — | 245 | +11,524 | New | Q4 2025 | Feb 10, 2026 |
| Maridea Wealth Management LLC | History | Added to | 11,536 | 575 | 0.09% | 0.1% | 246 | +264 | 2.34% | Q4 2025 | Jan 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 11,422 | 569 | 0.21% | 0.24% | 247 | +229 | 2.05% | Q4 2025 | Jan 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 11,161 | 556 | 0.0% | — | 248 | +11,161 | New | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Added to | 11,022 | 550 | 0.04% | 0.04% | 249 | +1,514 | 15.92% | Q4 2025 | Jan 15, 2026 |
| RFG Advisory, LLC | History | Added to | 11,041 | 550 | 0.01% | 0.01% | 250 | +11 | 0.1% | Q4 2025 | Feb 03, 2026 |
| Abel Hall, LLC | History | New | 10,988 | 548 | 0.13% | — | 251 | +10,988 | New | Q4 2025 | Feb 17, 2026 |
| Sound Stewardship, LLC | History | No change | 10,922 | 545 | 0.26% | 0.3% | 252 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,883 | 543 | 0.0% | 0.0% | 253 | +245 | 2.3% | Q4 2025 | Feb 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,856 | 542 | 0.02% | 0.02% | 254 | +14 | 0.13% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 10,601 | 528 | 0.02% | 0.05% | 255 | +1,779 | 20.17% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,563 | 527 | 0.0% | 0.0% | 256 | +965 | 10.05% | Q4 2025 | Jan 29, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 10,449 | 521 | 0.03% | 0.04% | 257 | +3 | 0.03% | Q4 2025 | Feb 17, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 17,147 | 513 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Added to | 10,012 | 499 | 0.03% | 0.02% | 259 | +5,805 | 137.98% | Q4 2025 | Jan 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 9,922 | 495 | 0.01% | 0.01% | 260 | +1,091 | 12.35% | Q4 2025 | Feb 10, 2026 |
| Groupe la Francaise | History | No change | 9,913 | 494 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 8,480 | 492 | 0.0% | 0.0% | 262 | +293 | 3.58% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,858 | 491 | 0.0% | — | 263 | +9,858 | New | Q4 2025 | Feb 18, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 9,826 | 490 | 0.01% | 0.01% | 264 | +300 | 3.15% | Q4 2025 | Feb 03, 2026 |
| CSS LLC/IL | History | Reduced | 9,727 | 485 | 0.02% | 0.26% | 265 | -189,736 | -95.12% | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 9,720 | 485 | 0.11% | — | 266 | +9,720 | New | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 9,509 | 474 | 0.05% | 0.05% | 267 | -1,680 | -15.01% | Q4 2025 | Jan 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 9,423 | 470 | 0.01% | 0.01% | 268 | -351 | -3.59% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 9,409 | 469 | 0.01% | — | 269 | +9,409 | New | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,380 | 468 | 0.0% | 0.0% | 270 | +5,644 | 151.07% | Q4 2025 | Feb 03, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,368 | 467 | 0.0% | 0.0% | 271 | -20,355 | -68.48% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,340 | 466 | 0.0% | 0.0% | 272 | +3,961 | 73.64% | Q4 2025 | Jan 29, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 9,110 | 454 | 0.0% | 0.0% | 273 | -8,258 | -47.55% | Q4 2025 | Feb 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 9,106 | 454 | 0.01% | 0.02% | 274 | -199 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 8,992 | 448 | 0.05% | 0.06% | 275 | -977 | -9.8% | Q4 2025 | Jan 09, 2026 |
| CHOREO, LLC | History | Reduced | 8,855 | 447 | 0.01% | 0.01% | 276 | -1,307 | -12.86% | Q4 2025 | Jan 23, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 10,865 | 440 | 0.37% | 0.54% | 277 | -2,175 | -16.68% | Q4 2025 | Feb 09, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 8,683 | 433 | 0.03% | 0.04% | 278 | -529 | -5.74% | Q4 2025 | Feb 10, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 8,650 | 431 | 0.09% | 0.13% | 279 | -1,310 | -13.15% | Q4 2025 | Jan 21, 2026 |
| EntryPoint Capital, LLC | History | No change | 8,529 | 425 | 0.17% | 0.19% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,059 | 402 | 0.0% | 0.0% | 281 | +24 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 7,890 | 393 | 0.06% | 0.08% | 282 | -478 | -5.71% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,890 | 393 | 0.01% | 0.01% | 283 | +452 | 6.08% | Q4 2025 | Feb 11, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,737 | 386 | 0.01% | 0.02% | 284 | -979 | -11.23% | Q4 2025 | Jan 14, 2026 |
| Ruffer LLP | History | New | 7,255 | 362 | 0.02% | — | 285 | +7,255 | New | Q4 2025 | Jan 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 7,101 | 354 | 0.01% | 0.0% | 286 | +3,100 | 77.48% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 7,006 | 349 | 0.0% | 0.0% | 287 | -1,407 | -16.72% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,956 | 347 | 0.0% | 0.0% | 288 | +1,773 | 34.21% | Q4 2025 | Feb 02, 2026 |
| Callan Family Office, LLC | History | Added to | 6,957 | 347 | 0.01% | 0.01% | 289 | +112 | 1.64% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 6,924 | 345 | 0.0% | — | 290 | +6,924 | New | Q4 2025 | Feb 04, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 6,883 | 343 | 0.02% | 0.03% | 291 | -10 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 6,812 | 339 | 0.15% | 0.17% | 292 | +160 | 2.41% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,781 | 338 | 0.01% | 0.01% | 293 | +2,410 | 55.14% | Q4 2025 | Feb 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 6,686 | 333 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaQuest LLC | History | Reduced | 6,561 | 327 | 0.02% | 0.15% | 296 | -32,986 | -83.41% | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 6,573 | 327 | 0.04% | — | 295 | +6,573 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,302 | 316 | 0.01% | 0.01% | 297 | -706 | -10.07% | Q4 2025 | Jan 27, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,218 | 310 | 0.15% | 0.2% | 298 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 6,123 | 305 | 0.0% | 0.0% | 299 | -33,690 | -84.62% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,035 | 301 | 0.0% | 0.0% | 300 | +1,307 | 27.64% | Q4 2025 | Feb 12, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 6,006 | 299 | 0.21% | 0.25% | 301 | -461 | -7.13% | Q4 2025 | Feb 17, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 5,986 | 298 | 0.0% | — | 302 | +5,986 | New | Q4 2025 | Feb 17, 2026 |
| Community Bank of Raymore | History | No change | 5,955 | 297 | 0.2% | 0.24% | 303 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | Reduced | 5,950 | 296 | 0.0% | 0.01% | 305 | -9,371 | -61.16% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,933 | 296 | 0.0% | 0.0% | 304 | +1,257 | 26.88% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,919 | 295 | 0.0% | 0.0% | 306 | -9,978 | -62.77% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 5,863 | 293 | 0.02% | 0.01% | 307 | +3,953 | 206.96% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,870 | 292 | 0.0% | 0.0% | 308 | -72 | -1.21% | Q4 2025 | Jan 30, 2026 |
| Bayforest Capital Ltd | History | Reduced | 5,703 | 284 | 0.21% | 0.18% | 309 | -814 | -12.49% | Q4 2025 | Jan 27, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,302 | 279 | 0.01% | 0.01% | 310 | -1,125 | -17.5% | Q4 2025 | Jan 27, 2026 |
| Camelot Portfolios, LLC | History | Added to | 5,501 | 274 | 0.17% | 0.19% | 311 | +1 | 0.02% | Q4 2025 | Jan 29, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 5,485 | 273 | 0.01% | 0.01% | 312 | -200 | -3.52% | Q4 2025 | Feb 04, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 8,900 | 266 | 0.04% | 0.09% | 314 | -3,950 | -30.74% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,334 | 266 | 0.02% | 0.03% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vanderbilt University | History | New | 5,118 | 255 | 0.04% | — | 315 | +5,118 | New | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,019 | 250 | 0.0% | 0.0% | 316 | +460 | 10.09% | Q4 2025 | Jan 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 4,990 | 249 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sagewood Asset Management LP | History | New | 4,887 | 243 | 0.09% | — | 318 | +4,887 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,843 | 241 | 0.0% | 0.0% | 319 | -1,186 | -19.67% | Q4 2025 | Jan 26, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 8,077 | 241 | 0.03% | 0.04% | 320 | -200 | -2.42% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 4,724 | 235 | 0.0% | — | 321 | +4,724 | New | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,700 | 235 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Presima Securities ULC | History | Added to | 4,702 | 234 | 0.14% | 0.07% | 323 | +129 | 2.82% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 4,608 | 229 | 0.01% | 0.02% | 324 | -759 | -14.14% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Reduced | 4,548 | 226 | 0.0% | 0.01% | 325 | -28,876 | -86.39% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 4,485 | 223 | 0.01% | — | 328 | +4,485 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,487 | 223 | 0.01% | 0.01% | 327 | -830 | -15.61% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 4,479 | 223 | 0.01% | 0.01% | 326 | +171 | 3.97% | Q4 2025 | Feb 11, 2026 |
| Cordoba Advisory Partners LLC | History | New | 4,432 | 222 | 0.05% | — | 330 | +4,432 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,468 | 222 | 0.0% | 0.0% | 329 | -47 | -1.04% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,593 | 221 | 0.01% | 0.01% | 331 | +153 | 1.62% | Q4 2025 | Jan 13, 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | History | No change | 4,399 | 219 | 0.15% | 0.17% | 332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 4,378 | 218 | 0.0% | 0.0% | 333 | -949 | -17.81% | Q4 2025 | Feb 12, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 7,273 | 217 | 0.2% | — | 334 | +7,273 | New | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,425 | 215 | 0.02% | 0.02% | 335 | +925 | 10.88% | Q4 2025 | Jan 12, 2026 |
| BAILARD, INC. | History | Reduced | 4,300 | 214 | 0.0% | 0.01% | 336 | -2,200 | -33.85% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,219 | 210 | 0.03% | — | 337 | +4,219 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 4,166 | 207 | 0.0% | 0.0% | 338 | -314 | -7.01% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 4,027 | 207 | 0.01% | 0.01% | 339 | -60 | -1.47% | Q4 2025 | Jan 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,012 | 200 | 0.01% | 0.01% | 340 | -466 | -10.41% | Q4 2025 | Jan 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,000 | 199 | 0.0% | — | 341 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| EMC Capital Management | History | Reduced | 3,879 | 194 | 0.09% | 0.13% | 342 | -684 | -14.99% | Q4 2025 | Mar 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,856 | 192 | 0.0% | 0.0% | 343 | +221 | 6.08% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 3,823 | 190 | 0.08% | 0.08% | 344 | +1,085 | 39.63% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,715 | 185 | 0.01% | 0.01% | 345 | -1,073 | -22.41% | Q4 2025 | Feb 06, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 3,253 | 162 | 0.04% | 0.05% | 346 | +191 | 6.24% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,982 | 156 | 0.0% | 0.0% | 347 | -99 | -1.95% | Q4 2025 | Feb 02, 2026 |
| Heritage Wealth Advisors | History | No change | 3,000 | 149 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,075 | 144 | 0.0% | 0.0% | 349 | +999 | 48.12% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,842 | 142 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 2,766 | 138 | 0.0% | — | 351 | +2,766 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,457 | 122 | 0.0% | 0.0% | 352 | +143 | 6.18% | Q4 2025 | Jan 20, 2026 |
| KBC Group NV | History | No change | 2,380 | 119 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,339 | 117 | 0.01% | 0.01% | 354 | -4 | -0.17% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,272 | 113 | 0.0% | 0.0% | 355 | -1,007 | -30.71% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,225 | 111 | 0.0% | 0.0% | 356 | +558 | 33.47% | Q4 2025 | Jan 26, 2026 |
| FIL Ltd | History | Reduced | 2,145 | 107 | 0.0% | 0.0% | 357 | -748 | -25.86% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 2,131 | 106 | 0.0% | 0.02% | 358 | -18,918 | -89.88% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,483 | 103 | 0.0% | 0.0% | 359 | +675 | 37.33% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,920 | 95 | 0.0% | 0.01% | 360 | -58 | -2.93% | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | Reduced | 1,881 | 93 | 0.02% | 0.1% | 362 | -4,853 | -72.07% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,876 | 93 | 0.0% | 0.0% | 361 | -360 | -16.1% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Added to | 1,859 | 92 | 0.01% | 0.02% | 363 | +255 | 15.9% | Q4 2025 | Feb 13, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 2,983 | 89 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,700 | 84 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,645 | 82 | 0.04% | 0.04% | 366 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,623 | 80 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,254 | 62 | 0.0% | 0.0% | 368 | +38 | 3.13% | Q4 2025 | Jan 23, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 1,261 | 62 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,206 | 60 | 0.0% | 0.0% | 370 | +1,128 | 1446.15% | Q4 2025 | Mar 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,120 | 56 | 0.0% | 0.0% | 371 | +64 | 6.06% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | No change | 1,039 | 51 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,003 | 50 | 0.0% | — | 373 | +1,003 | New | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Reduced | 1,000 | 49 | 0.0% | 0.0% | 374 | -242 | -19.48% | Q4 2025 | Feb 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,000 | 49 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,000 | 49 | 0.03% | 0.04% | 376 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 960 | 48 | 0.0% | 0.0% | 377 | +631 | 191.79% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 907 | 45 | 0.0% | 0.0% | 378 | +9 | 1.0% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Reduced | 880 | 42 | 0.0% | 0.0% | 379 | -309 | -25.99% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,857 | 41 | 0.02% | 0.03% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 815 | 40 | 0.0% | 0.0% | 381 | +68 | 9.1% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 780 | 38 | 0.0% | 0.01% | 382 | -81 | -9.41% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | Added to | 756 | 37 | 0.0% | 0.0% | 383 | +700 | 1250.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 707 | 35 | 0.02% | — | 385 | +707 | New | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 625 | 35 | 0.05% | 0.04% | 384 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Added to | 683 | 34 | 0.01% | 0.01% | 386 | +222 | 48.16% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 653 | 32 | 0.0% | 0.0% | 387 | +374 | 134.05% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 613 | 30 | 0.0% | 0.0% | 388 | +158 | 34.73% | Q4 2025 | Feb 18, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 580 | 29 | 0.0% | 0.0% | 389 | +453 | 356.69% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 546 | 27 | 0.0% | 0.0% | 390 | +2 | 0.37% | Q4 2025 | Jan 14, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 510 | 25 | 0.0% | 0.0% | 392 | -450 | -46.88% | Q4 2025 | Feb 11, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 503 | 25 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 500 | 24 | 0.01% | 0.01% | 393 | +200 | 66.67% | Q4 2025 | Feb 04, 2026 |
| Elyxium Wealth, LLC | History | New | 478 | 23 | 0.01% | — | 395 | +478 | New | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | Added to | 462 | 23 | 0.01% | 0.01% | 394 | +2 | 0.43% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Added to | 444 | 22 | 0.0% | 0.0% | 397 | +1 | 0.23% | Q4 2025 | Jan 16, 2026 |
| Glendon Capital Management LP | History | No change | 1,000 | 22 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,090 | 21 | 0.0% | 0.0% | 398 | -1,229 | -53.0% | Q4 2025 | Jan 29, 2026 |
| Costello Asset Management, INC | History | No change | 402 | 20 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 387 | 19 | 0.01% | — | 400 | +387 | New | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 380 | 18 | 0.0% | 0.0% | 401 | -93 | -19.66% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 351 | 17 | 0.0% | 0.01% | 402 | -525,446 | -99.93% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 359 | 17 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 330 | 16 | 0.02% | — | 405 | +330 | New | Q4 2025 | Jan 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 304 | 16 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 305 | 15 | 0.0% | 0.0% | 406 | +13 | 4.45% | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 286 | 14 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Investors Research Corp | History | No change | 300 | 14 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Capital Analysts, LLC | History | Added to | 263 | 13 | 0.0% | 0.0% | 410 | +1 | 0.38% | Q4 2025 | Feb 11, 2026 |
| DT Investment Partners, LLC | History | No change | 273 | 13 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 270 | 13 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 257 | 12 | 0.0% | 0.03% | 413 | -1,586 | -86.06% | Q4 2025 | Feb 12, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 250 | 12 | 0.01% | — | 414 | +250 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 243 | 12 | 0.0% | 0.0% | 412 | +41 | 20.3% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 228 | 11 | 0.0% | 0.0% | 415 | -524 | -69.68% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | New | 215 | 10 | 0.0% | — | 418 | +215 | New | Q4 2025 | Jan 14, 2026 |
| Covestor Ltd | History | Reduced | 199 | 10 | 0.01% | 0.01% | 417 | -1 | -0.5% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 211 | 10 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arlington Trust Co LLC | History | No change | 215 | 10 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | Added to | 200 | 9 | 0.0% | 0.0% | 421 | +63 | 45.99% | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 184 | 9 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 176 | 8 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 200 | 7 | 0.01% | — | 426 | +200 | New | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Reduced | 145 | 7 | 0.0% | 0.0% | 424 | -177 | -54.97% | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | New | 141 | 7 | 0.0% | — | 423 | +141 | New | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | Added to | 153 | 7 | 0.0% | 0.0% | 425 | +2 | 1.32% | Q4 2025 | Jan 22, 2026 |
| CURIO WEALTH, LLC | History | New | 127 | 6 | 0.0% | — | 428 | +127 | New | Q4 2025 | Feb 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 130 | 6 | 0.01% | 0.01% | 427 | +2 | 1.56% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 101 | 5 | 0.0% | 0.0% | 429 | +6 | 6.32% | Q4 2025 | Feb 10, 2026 |
| Compass Financial Services Inc | History | Added to | 111 | 5 | 0.0% | 0.0% | 433 | +2 | 1.83% | Q4 2025 | Feb 27, 2026 |
| TD Capital Management LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 115 | 5 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 90 | 4 | 0.0% | 0.0% | 437 | -4 | -4.26% | Q4 2025 | Jan 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 71 | 4 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 83 | 4 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 70 | 3 | 0.0% | — | 443 | +70 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 77 | 3 | 0.0% | — | 438 | +61 | 381.25% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 69 | 3 | 0.0% | 0.0% | 440 | +4 | 6.15% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 75 | 3 | 0.0% | 0.0% | 444 | +2 | 2.74% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 66 | 3 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Missouri Trust & Investment Co | History | No change | 75 | 3 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 75 | 3 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LRI Investments, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 51 | 2 | 0.0% | — | 447 | +51 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 50 | 2 | 0.0% | — | 449 | +50 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 59 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Boreal Capital Management LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 17 | 1 | 0.0% | 0.0% | 454 | -152 | -89.94% | Q4 2025 | Feb 02, 2026 |
| DV Trading LLC | History | New | 27 | 1 | 0.0% | — | 453 | +27 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | New | 25 | 1 | 0.0% | — | 458 | +25 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 461 | -25 | -39.68% | Q4 2025 | Jan 07, 2026 |
| Investors Portfolio Services LLC | History | New | 25 | 1 | 0.0% | — | 463 | +25 | New | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 26 | 1 | 0.0% | 0.0% | 455 | +6 | 30.0% | Q4 2025 | Jan 29, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 30 | 1 | 0.0% | 0.0% | 452 | +1 | 3.45% | Q4 2025 | Jan 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 29 | 1 | 0.0% | 0.0% | 462 | +1 | 3.57% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TSFG, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | No change | 28 | 1 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -480,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -91,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Covalent Partners LLC | History | Closed out | 0 | 0 | — | 7.64% | — | -75,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,816 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.11% | — | -72,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.02% | — | -72,101 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Closed out | 0 | 0 | — | 1.01% | — | -57,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -38,165 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -33,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.25% | — | -28,264 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,986 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.02% | — | -20,476 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -17,967 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.5% | — | -16,740 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,759 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,945 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,824 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,214 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,042 | -100.0% | Q3 2025 | Oct 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,977 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.43% | — | -5,300 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.07% | — | -4,818 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,690 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Utah Retirement Systems | History | Closed out | 0 | 0 | — | 0.0% | — | -3,995 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,955 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.37% | — | -3,919 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,900 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TT Capital Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,825 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,803 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,761 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.07% | — | -3,670 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,657 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Norinchukin Bank, The | History | Closed out | 0 | 0 | — | 0.0% | — | -3,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -3,539 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,513 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -3,497 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -3,463 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,954 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,035 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -447 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Oct 06, 2025 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Manchester Capital Management LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 11, 2026 |
| TORONTO DOMINION BANK | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Mar 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 13 | 0 | — | — | — | -2 | -13.33% | Q4 2025 | Feb 02, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Cromwell Holdings LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Perspectives, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 19 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |