ERICSSON LM TELEPHONE CO - ERIC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 92,132,605 | 889,079 | 2.66% | 2.46% | 1 | -4,245,406 | -4.4% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 67,243,524 | 648,835 | 1.07% | 1.01% | 2 | -2,929,852 | -4.18% | Q4 2025 | Feb 10, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 26,629,299 | 256,972 | 0.19% | 0.16% | 3 | +1,735,600 | 6.97% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 16,804,394 | 162,162 | 0.09% | 0.05% | 4 | +6,432,375 | 62.02% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,803,336 | 94,602 | 0.15% | 0.14% | 5 | -3,345,564 | -25.44% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,345,940 | 70,888 | 0.01% | 0.01% | 6 | +1,467,497 | 24.96% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 7,082,013 | 68,341 | 0.0% | 0.01% | 7 | -3,464,611 | -32.85% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 5,263,130 | 50,789 | 0.01% | 0.01% | 8 | -1,906,366 | -26.59% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 4,952,910 | 47,795 | 0.05% | 0.05% | 9 | -265,978 | -5.1% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Added to | 4,769,762 | 46,028 | 0.02% | 0.01% | 10 | +1,578,012 | 49.44% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,469,923 | 43,134 | 0.0% | 0.0% | 11 | +3,031,301 | 210.71% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Added to | 4,389,009 | 42,353 | 3.97% | 2.61% | 12 | +1,179,194 | 36.74% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Added to | 4,076,570 | 39,338 | 0.0% | 0.0% | 13 | +1,113,978 | 37.6% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,730,009 | 35,994 | 0.02% | 0.01% | 14 | +608,869 | 19.51% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 3,058,732 | 29,516 | 0.04% | 0.04% | 15 | -1,057,694 | -25.69% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,618,114 | 25,270 | 0.04% | 0.03% | 16 | +443,179 | 20.38% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 2,580,761 | 24,904 | 0.04% | 0.02% | 17 | +1,004,314 | 63.71% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,574,492 | 24,843 | 0.0% | 0.0% | 18 | +2,026,941 | 370.18% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,125,063 | 20,506 | 0.03% | 0.0% | 19 | +2,111,786 | 15905.6% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 1,954,922 | 18,864 | 0.43% | — | 20 | +1,954,922 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,903,298 | 18,603 | 0.02% | 0.01% | 21 | +304,974 | 19.08% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,914,421 | 18,474 | 0.0% | 0.0% | 22 | +45,558 | 2.44% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,880,360 | 18,145 | 0.01% | 0.0% | 23 | +701,061 | 59.45% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,645,672 | 15,880 | 0.01% | 0.0% | 24 | +620,144 | 60.47% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,561,034 | 15,063 | 0.01% | 0.01% | 25 | +350,768 | 28.98% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 1,507,000 | 14,542 | 0.03% | 0.03% | 26 | -354,200 | -19.03% | Q4 2025 | Feb 17, 2026 |
| Defiance ETFs, LLC | History | New | 1,407,538 | 13,765 | 0.45% | — | 27 | +1,407,538 | New | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,407,538 | 13,582 | 0.16% | 0.14% | 28 | -29,500 | -2.05% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,363,623 | 13,158 | 0.0% | 0.01% | 29 | -1,108,757 | -44.85% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,252,437 | 12,086 | 0.01% | 0.0% | 30 | +872,065 | 229.27% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,122,891 | 10,835 | 0.03% | 0.04% | 31 | -253,410 | -18.41% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,121,144 | 10,819 | 0.02% | 0.02% | 32 | +198,724 | 21.54% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,114,795 | 10,757 | 0.0% | 0.0% | 33 | -129,103 | -10.38% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 1,026,591 | 9,906 | 0.03% | 0.02% | 34 | +287,915 | 38.98% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 951,143 | 9,178 | 0.0% | 0.0% | 35 | -126,505 | -11.74% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 932,330 | 8,996 | 0.01% | 0.01% | 36 | -82,160 | -8.1% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 914,191 | 8,821 | 0.05% | 0.04% | 37 | +37,443 | 4.27% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 898,122 | 8,666 | 0.03% | 0.04% | 38 | -361,904 | -28.72% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 795,985 | 7,681 | 0.0% | 0.01% | 39 | -3,482,983 | -81.4% | Q4 2025 | Feb 17, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 794,958 | 7,671 | 0.83% | 0.58% | 40 | +152,401 | 23.72% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 755,099 | 7,286 | 0.0% | 0.0% | 41 | -11,584 | -1.51% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 737,339 | 7,115 | 0.1% | 0.01% | 42 | +660,002 | 853.41% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 731,984 | 7,063 | 0.0% | 0.0% | 43 | -4,446 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Drum Hill Capital, LLC | History | Reduced | 677,559 | 6,538 | 6.79% | 6.39% | 44 | -36,043 | -5.05% | Q4 2025 | Jan 26, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 670,000 | 6,465 | 2.5% | 1.86% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 658,800 | 6,357 | 0.01% | 0.0% | 46 | +516,000 | 361.34% | Q4 2025 | Mar 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 656,336 | 6,334 | 0.01% | — | 47 | +656,336 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 639,805 | 6,174 | 0.08% | 0.07% | 48 | -53,639 | -7.74% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 633,418 | 6,112 | 0.15% | 0.08% | 49 | +301,031 | 90.57% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 619,711 | 5,980 | 0.0% | 0.0% | 50 | +1,356 | 0.22% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 565,760 | 5,487 | 0.0% | 0.0% | 51 | +140,226 | 32.95% | Q4 2025 | Mar 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 566,042 | 5,462 | 0.0% | 0.0% | 52 | +102,091 | 22.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 559,134 | 5,395 | 0.01% | 0.0% | 53 | +78,499 | 16.33% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 541,936 | 5,229 | 0.0% | — | 54 | +541,936 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 525,373 | 5,069 | 0.01% | 0.01% | 55 | +268,036 | 104.16% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 447,046 | 4,313 | 0.02% | 0.01% | 56 | +54,708 | 13.94% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 430,159 | 4,151 | 0.0% | 0.0% | 57 | +61,462 | 16.67% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 422,160 | 4,073 | 0.0% | 0.0% | 58 | -995,755 | -70.23% | Q4 2025 | Feb 11, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 404,263 | 3,901 | 0.43% | 0.38% | 59 | -1,234 | -0.3% | Q4 2025 | Feb 03, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 386,600 | 3,730 | 0.01% | 0.01% | 60 | +32,400 | 9.15% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 379,700 | 3,664 | 0.07% | 0.05% | 61 | +64,787 | 20.57% | Q4 2025 | Jan 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 355,857 | 3,434 | 0.16% | 0.03% | 62 | +304,662 | 595.1% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | No change | 326,980 | 3,155 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 323,304 | 3,119 | 0.31% | 0.26% | 64 | +3,766 | 1.18% | Q4 2025 | Jan 21, 2026 |
| DV EQUITIES, LLC | History | New | 311,633 | 3,007 | 0.54% | — | 65 | +311,633 | New | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 311,098 | 3,002 | 0.01% | 0.01% | 66 | -18,877 | -5.72% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | Reduced | 308,208 | 2,974 | 0.05% | 0.06% | 67 | -79,632 | -20.53% | Q4 2025 | Jan 09, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 303,835 | 2,932 | 1.0% | 0.92% | 68 | -1,907 | -0.62% | Q4 2025 | Jan 26, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 300,067 | 2,895 | 0.03% | 0.03% | 69 | +21,755 | 7.82% | Q4 2025 | Feb 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 278,041 | 2,719 | 0.04% | 0.03% | 70 | -3,698 | -1.31% | Q4 2025 | Feb 03, 2026 |
| Ethic Inc. | History | Added to | 277,978 | 2,682 | 0.04% | 0.04% | 71 | +17,864 | 6.87% | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 268,925 | 2,595 | 0.0% | 0.01% | 72 | -560,471 | -67.58% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Added to | 260,294 | 2,511 | 0.08% | 0.04% | 73 | +64,405 | 32.88% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 259,556 | 2,504 | 0.0% | 0.0% | 74 | +107,056 | 70.2% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 257,021 | 2,480 | 0.0% | 0.0% | 75 | +6,667 | 2.66% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 246,222 | 2,376 | 0.0% | 0.0% | 76 | +22,384 | 10.0% | Q4 2025 | Feb 18, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 235,334 | 2,270 | 0.01% | 0.0% | 77 | +75,370 | 47.12% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 232,822 | 2,246 | 0.03% | 0.03% | 78 | -34,281 | -12.83% | Q4 2025 | Feb 03, 2026 |
| Henry James International Management Inc. | History | Reduced | 231,671 | 2,235 | 0.7% | 0.74% | 79 | -59,300 | -20.38% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 228,333 | 2,203 | 0.0% | — | 80 | +228,333 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 215,607 | 2,080 | 0.0% | — | 81 | +215,607 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 213,694 | 2,062 | 0.0% | 0.0% | 82 | +37,201 | 21.08% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 207,133 | 1,998 | 0.01% | 0.01% | 83 | -98,548 | -32.24% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 202,727 | 1,956 | 0.02% | 0.02% | 84 | +14,618 | 7.77% | Q4 2025 | Feb 13, 2026 |
| SALT Holding Corp. | History | New | 200,000 | 1,930 | 1.5% | — | 85 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 163,748 | 1,580 | 0.0% | 0.0% | 86 | +72,374 | 79.21% | Q4 2025 | Jan 26, 2026 |
| Boston Partners | History | Reduced | 156,187 | 1,507 | 0.0% | 0.0% | 87 | -42,488 | -21.39% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 156,117 | 1,506 | 0.02% | 0.02% | 88 | -37,462 | -19.35% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 148,047 | 1,428 | 0.0% | 0.0% | 89 | +12,637 | 9.33% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 140,388 | 1,354 | 0.01% | 0.01% | 90 | -24,304 | -14.76% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 139,122 | 1,344 | 0.0% | 0.0% | 91 | +11,563 | 9.06% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 136,878 | 1,320 | 0.03% | 0.02% | 92 | +21,755 | 18.9% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Reduced | 136,540 | 1,317 | 0.0% | 0.0% | 93 | -3,011 | -2.16% | Q4 2025 | Jan 23, 2026 |
| Callan Family Office, LLC | History | Added to | 125,636 | 1,212 | 0.03% | 0.02% | 94 | +61,105 | 94.69% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 124,227 | 1,198 | 0.0% | 0.0% | 95 | +11,850 | 10.54% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 121,735 | 1,174 | 0.03% | 0.04% | 96 | +35,223 | 40.71% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 120,189 | 1,159 | 0.0% | 0.0% | 97 | +35,008 | 41.1% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 119,752 | 1,155 | 0.01% | — | 98 | +119,752 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 118,108 | 1,139 | 0.03% | 0.03% | 99 | +10,819 | 10.08% | Q4 2025 | Feb 05, 2026 |
| SYON CAPITAL LLC | History | Added to | 115,313 | 1,112 | 0.06% | 0.05% | 100 | +6,620 | 6.09% | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 96,370 | 929 | 0.0% | — | 101 | +96,370 | New | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 95,717 | 923 | 0.01% | 0.01% | 102 | +46,335 | 93.83% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 92,340 | 891 | 0.0% | — | 103 | +92,340 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 91,471 | 886 | 0.04% | 0.01% | 104 | +80,160 | 708.69% | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 90,191 | 870 | 0.13% | — | 105 | +90,191 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 88,758 | 856 | 0.0% | 0.0% | 106 | -2,818 | -3.08% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 87,242 | 841 | 0.02% | 0.03% | 107 | -12,553 | -12.58% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 85,786 | 827 | 0.0% | 0.0% | 108 | -8,271 | -8.79% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 84,308 | 813 | 0.2% | 0.18% | 109 | -7,775 | -8.44% | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 83,784 | 808 | 0.0% | 0.0% | 110 | +9,191 | 12.32% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 81,334 | 784 | 0.0% | 0.0% | 111 | +1,278 | 1.6% | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 79,404 | 766 | 0.01% | 0.02% | 112 | -39,024 | -32.95% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 78,883 | 761 | 0.0% | 0.0% | 113 | +18,269 | 30.14% | Q4 2025 | Feb 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 78,307 | 755 | 0.01% | 0.02% | 114 | -10,500 | -11.82% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 75,880 | 732 | 0.0% | 0.0% | 115 | +31,596 | 71.35% | Q4 2025 | Feb 03, 2026 |
| DRW Securities, LLC | History | New | 73,900 | 713 | 0.02% | — | 116 | +73,900 | New | Q4 2025 | Feb 12, 2026 |
| Qtron Investments LLC | History | New | 72,761 | 702 | 0.09% | — | 117 | +72,761 | New | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 72,481 | 699 | 0.02% | 0.02% | 118 | +164 | 0.23% | Q4 2025 | Feb 13, 2026 |
| XY Capital Ltd | History | New | 72,289 | 697 | 0.44% | — | 119 | +72,289 | New | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | Added to | 72,196 | 696 | 0.52% | 0.24% | 120 | +12,130 | 20.19% | Q4 2025 | Jan 27, 2026 |
| Michels Family Financial, LLC | History | Reduced | 71,536 | 690 | 0.51% | 0.49% | 121 | -4,724 | -6.19% | Q4 2025 | Feb 19, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 69,849 | 674 | 0.0% | 0.0% | 122 | +5,749 | 8.97% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 67,314 | 649 | 0.0% | 0.0% | 123 | +1,121 | 1.69% | Q4 2025 | Feb 06, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 64,667 | 624 | 0.03% | 0.02% | 124 | +1,576 | 2.5% | Q4 2025 | Feb 03, 2026 |
| Walleye Trading LLC | History | Added to | 64,606 | 623 | 0.0% | 0.0% | 125 | +35,262 | 120.17% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 64,126 | 619 | 0.01% | 0.0% | 126 | +33,846 | 111.78% | Q4 2025 | Feb 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 63,495 | 612 | 0.03% | 0.03% | 127 | +17,858 | 39.13% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 61,731 | 596 | 0.0% | — | 128 | +61,731 | New | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 61,525 | 593 | 0.06% | 0.05% | 129 | -1,813 | -2.86% | Q4 2025 | Jan 27, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 61,504 | 586 | 0.01% | 0.01% | 130 | -11,070 | -15.25% | Q4 2025 | Jan 08, 2026 |
| Tidal Investments LLC | History | Added to | 57,234 | 552 | 0.0% | 0.0% | 131 | +5,754 | 11.18% | Q4 2025 | Feb 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 57,109 | 551 | 0.01% | 0.0% | 132 | +305 | 0.54% | Q4 2025 | Feb 03, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 56,274 | 543 | 0.02% | 0.01% | 133 | +7,256 | 14.8% | Q4 2025 | Feb 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 55,228 | 519 | 0.01% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 53,472 | 516 | 0.0% | 0.0% | 135 | -31,754 | -37.26% | Q4 2025 | Feb 18, 2026 |
| Strategic Global Advisors, LLC | History | New | 52,861 | 510 | 0.08% | — | 136 | +52,861 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 52,411 | 505 | 0.01% | 0.01% | 137 | +230 | 0.44% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 48,839 | 471 | 0.0% | 0.0% | 138 | -156 | -0.32% | Q4 2025 | Jan 05, 2026 |
| INTRUST BANK NA | History | Added to | 48,369 | 466 | 0.04% | 0.03% | 139 | +3,245 | 7.19% | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 48,089 | 464 | 0.01% | — | 140 | +48,089 | New | Q4 2025 | Jan 16, 2026 |
| Invesco Ltd. | History | Added to | 48,019 | 463 | 0.0% | 0.0% | 141 | +4,010 | 9.11% | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth LLC | History | Added to | 50,349 | 462 | 0.0% | 0.0% | 142 | +4,206 | 9.12% | Q4 2025 | Mar 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 46,640 | 450 | 0.01% | 0.01% | 144 | -20,767 | -30.81% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 46,675 | 450 | 0.0% | 0.0% | 143 | -3,166 | -6.35% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 45,943 | 443 | 0.0% | — | 145 | +45,943 | New | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 45,597 | 440 | 0.01% | 0.01% | 146 | +8,487 | 22.87% | Q4 2025 | Feb 19, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 44,450 | 428 | 0.05% | — | 147 | +44,450 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 44,064 | 425 | 0.0% | 0.0% | 148 | -210,794 | -82.71% | Q4 2025 | Feb 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 43,962 | 424 | 0.01% | 0.01% | 149 | +14,700 | 50.24% | Q4 2025 | Jan 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 43,382 | 418 | 0.01% | 0.01% | 150 | -4,105 | -8.64% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 43,232 | 417 | 0.0% | 0.0% | 151 | +10,955 | 33.94% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 42,902 | 414 | 0.02% | 0.02% | 152 | +2,869 | 7.17% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 39,200 | 378 | 0.0% | 0.0% | 153 | +4,900 | 14.29% | Q4 2025 | Feb 06, 2026 |
| Net Worth Advisory Group | History | Reduced | 38,475 | 371 | 0.08% | 0.09% | 154 | -302 | -0.78% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 38,006 | 366 | 0.0% | 0.0% | 155 | +29,950 | 371.77% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 37,357 | 360 | 0.0% | 0.01% | 156 | -49,881 | -57.18% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 36,804 | 355 | 0.0% | 0.0% | 157 | +12,449 | 51.11% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 36,744 | 354 | 0.02% | 0.02% | 158 | +3,736 | 11.32% | Q4 2025 | Jan 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 34,870 | 336 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 33,932 | 327 | 0.0% | 0.0% | 160 | +3,693 | 12.21% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 33,600 | 324 | 0.0% | 0.0% | 161 | +12,831 | 61.78% | Q4 2025 | Jan 26, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 33,493 | 323 | 0.02% | 0.01% | 162 | +5,266 | 18.66% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 32,610 | 314 | 0.04% | 0.04% | 163 | -176 | -0.54% | Q4 2025 | Jan 08, 2026 |
| Naviter Wealth, LLC | History | Reduced | 32,527 | 313 | 0.04% | 0.04% | 164 | -5,365 | -14.16% | Q4 2025 | Jan 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 31,735 | 306 | 0.01% | — | 165 | +31,735 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 31,284 | 305 | 0.0% | 0.0% | 166 | +1,884 | 6.41% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 30,328 | 292 | 0.0% | 0.0% | 167 | +3,834 | 14.47% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 30,189 | 291 | 0.0% | — | 168 | +30,189 | New | Q4 2025 | Feb 13, 2026 |
| R Squared Ltd | History | Reduced | 28,879 | 278 | 0.13% | 0.13% | 169 | -6,399 | -18.14% | Q4 2025 | Jan 30, 2026 |
| CSS LLC/IL | History | New | 28,720 | 277 | 0.01% | — | 170 | +28,720 | New | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 28,438 | 274 | 0.08% | — | 172 | +28,438 | New | Q4 2025 | Feb 13, 2026 |
| May Hill Capital, LLC | History | Added to | 28,470 | 274 | 0.04% | 0.03% | 171 | +15,497 | 119.46% | Q4 2025 | Feb 05, 2026 |
| Brucke Financial, Inc. | History | Reduced | 27,616 | 266 | 0.15% | 0.22% | 173 | -10,223 | -27.02% | Q4 2025 | Jan 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 26,653 | 254 | 0.0% | 0.0% | 174 | +4,942 | 22.76% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,112 | 251 | 0.0% | 0.0% | 175 | -1,209 | -4.43% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 25,715 | 248 | 0.0% | 0.0% | 176 | +3,540 | 15.96% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | Added to | 24,786 | 239 | 0.01% | 0.01% | 177 | +2,513 | 11.28% | Q4 2025 | Jan 08, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 23,302 | 224 | 0.03% | 0.11% | 178 | -118 | -0.5% | Q4 2025 | Feb 18, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 22,800 | 220 | 0.1% | — | 179 | +22,800 | New | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 22,067 | 212 | 0.0% | 0.0% | 180 | -9,866 | -30.9% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,889 | 211 | 0.0% | 0.0% | 182 | -19,034 | -46.51% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 21,947 | 211 | 0.0% | 0.0% | 181 | +6,077 | 38.29% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 21,844 | 210 | 0.0% | 0.0% | 183 | +5,628 | 34.71% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,720 | 209 | 0.0% | 0.0% | 184 | +268 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Five Oceans Advisors | History | No change | 21,739 | 209 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,194 | 204 | 0.0% | 0.0% | 186 | -2,181 | -9.33% | Q4 2025 | Feb 13, 2026 |
| Alhambra Investment Management LLC | History | New | 21,130 | 203 | 0.09% | — | 188 | +21,130 | New | Q4 2025 | Jan 15, 2026 |
| Trek Financial, LLC | History | Added to | 21,116 | 203 | 0.01% | 0.01% | 187 | +3,118 | 17.32% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 20,410 | 196 | 0.0% | 0.0% | 189 | -584 | -2.78% | Q4 2025 | Jan 16, 2026 |
| DGS Capital Management, LLC | History | Added to | 20,272 | 195 | 0.03% | 0.03% | 190 | +2,595 | 14.68% | Q4 2025 | Feb 24, 2026 |
| Ruedi Wealth Management, Inc. | History | New | 19,201 | 185 | 0.05% | — | 191 | +19,201 | New | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,435 | 182 | 0.0% | 0.0% | 192 | +6,588 | 51.28% | Q4 2025 | Jan 08, 2026 |
| GAMMA Investing LLC | History | Added to | 18,868 | 182 | 0.01% | 0.01% | 193 | +4,633 | 32.55% | Q4 2025 | Jan 05, 2026 |
| Legal & General Group Plc | History | No change | 18,752 | 181 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 18,556 | 179 | 0.0% | 0.0% | 195 | -362 | -1.91% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Reduced | 18,465 | 178 | 0.02% | 0.01% | 196 | -259 | -1.38% | Q4 2025 | Jan 15, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 18,418 | 177 | 0.16% | — | 197 | +18,418 | New | Q4 2025 | Mar 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,279 | 176 | 0.0% | 0.0% | 198 | +5,262 | 40.42% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,225 | 176 | 0.0% | 0.0% | 199 | -3,087 | -14.48% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 17,961 | 173 | 0.0% | 0.0% | 200 | +515 | 2.95% | Q4 2025 | Jan 27, 2026 |
| Hedges Asset Management LLC | History | No change | 18,000 | 173 | 0.12% | 0.11% | 201 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Added to | 17,925 | 172 | 0.0% | 0.0% | 202 | +998 | 5.9% | Q4 2025 | Feb 03, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 17,021 | 164 | 0.01% | 0.01% | 203 | +1,099 | 6.9% | Q4 2025 | Jan 29, 2026 |
| Family Manage LLC | History | Reduced | 16,879 | 162 | 0.02% | 0.04% | 204 | -15,610 | -48.05% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 16,795 | 162 | 0.01% | 0.01% | 205 | +616 | 3.81% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 16,448 | 158 | 0.0% | — | 206 | +16,448 | New | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 16,324 | 157 | 0.01% | 0.0% | 207 | +1,518 | 10.25% | Q4 2025 | Jan 27, 2026 |
| Frec Markets, Inc. | History | New | 15,891 | 153 | 0.04% | — | 208 | +15,891 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 15,766 | 152 | 0.0% | 0.0% | 209 | +100 | 0.64% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Added to | 15,471 | 149 | 0.01% | 0.0% | 211 | +1,742 | 12.69% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,471 | 149 | 0.0% | 0.0% | 210 | -1,240 | -7.42% | Q4 2025 | Feb 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 14,526 | 140 | 0.01% | — | 212 | +14,526 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Solution LLC | History | No change | 14,057 | 135 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HF Advisory Group, LLC | History | Reduced | 13,912 | 134 | 0.05% | 0.05% | 214 | -2,472 | -15.09% | Q4 2025 | Jan 23, 2026 |
| Sivia Capital Partners, LLC | History | New | 13,316 | 128 | 0.03% | — | 215 | +13,316 | New | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 13,155 | 126 | 0.0% | 0.0% | 216 | +2,379 | 22.08% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Added to | 12,693 | 122 | 0.0% | 0.0% | 217 | +1,354 | 11.94% | Q4 2025 | Feb 12, 2026 |
| Baron Wealth Management LLC | History | Added to | 12,555 | 121 | 0.04% | 0.03% | 218 | +193 | 1.56% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,448 | 120 | 0.0% | 0.0% | 219 | +227 | 1.86% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 12,150 | 117 | 0.03% | — | 220 | +12,150 | New | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | New | 11,920 | 115 | 0.06% | — | 221 | +11,920 | New | Q4 2025 | Jan 16, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 11,852 | 114 | 0.07% | 0.07% | 222 | -2,000 | -14.44% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 11,639 | 113 | 0.0% | 0.01% | 223 | +1,134 | 10.79% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 11,667 | 112 | 0.0% | — | 224 | +11,667 | New | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Reduced | 11,543 | 111 | 0.01% | 0.01% | 225 | -4,919 | -29.88% | Q4 2025 | Feb 06, 2026 |
| Pure Financial Advisors, LLC | History | New | 11,491 | 110 | 0.02% | — | 226 | +11,491 | New | Q4 2025 | Mar 04, 2026 |
| LCM Capital Management Inc | History | Reduced | 11,468 | 110 | 0.05% | 0.05% | 228 | -697 | -5.73% | Q4 2025 | Jan 29, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 11,442 | 110 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 626 Financial, LLC | History | No change | 11,460 | 110 | 0.05% | 0.04% | 229 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Leonteq Securities AG | History | Reduced | 11,375 | 109 | 0.0% | 0.0% | 230 | -839 | -6.87% | Q4 2025 | Feb 06, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 11,334 | 109 | 0.02% | 0.02% | 231 | +88 | 0.78% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 11,232 | 108 | 0.0% | 0.0% | 232 | -807 | -6.7% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 11,400 | 107 | 0.0% | 0.01% | 237 | -4,566 | -28.6% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Added to | 11,151 | 107 | 0.0% | 0.0% | 234 | +997 | 9.82% | Q4 2025 | Feb 13, 2026 |
| Williams & Novak, LLC | History | Added to | 11,100 | 107 | 0.08% | 0.07% | 236 | +700 | 6.73% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,154 | 107 | 0.0% | 0.0% | 235 | +279 | 2.57% | Q4 2025 | Mar 16, 2026 |
| M&T BANK CORP | History | No change | 11,141 | 107 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hexagon Capital Partners LLC | History | New | 11,007 | 106 | 0.02% | — | 238 | +11,007 | New | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,876 | 104 | 0.0% | 0.0% | 239 | -286 | -2.56% | Q4 2025 | Feb 03, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 10,750 | 103 | 0.0% | — | 240 | +10,750 | New | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10,702 | 103 | 0.0% | — | 241 | +10,702 | New | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | New | 10,613 | 102 | 0.01% | — | 242 | +10,613 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 10,295 | 99 | 0.0% | 0.0% | 243 | +1,017 | 10.96% | Q4 2025 | Jan 26, 2026 |
| Cromwell Holdings LLC | History | No change | 10,276 | 99 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HUB Investment Partners, LLC | History | New | 10,009 | 96 | 0.0% | — | 246 | +10,009 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 10,000 | 96 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 8,525 | 82 | 0.0% | 0.0% | 247 | -20 | -0.23% | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 7,499 | 72 | 0.04% | — | 248 | +7,499 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,795 | 65 | 0.0% | 0.0% | 249 | +5,322 | 361.3% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,735 | 64 | 0.0% | 0.0% | 250 | -5,489 | -44.9% | Q4 2025 | Feb 06, 2026 |
| Grove Bank & Trust | History | Reduced | 6,590 | 63 | 0.01% | 0.01% | 251 | -250 | -3.65% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 5,951 | 57 | 0.0% | — | 252 | +5,951 | New | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,922 | 47 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 4,969 | 47 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,569 | 44 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Perspectives, Inc | History | No change | 4,603 | 44 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,537 | 43 | 0.0% | — | 257 | +4,537 | New | Q4 2025 | Feb 13, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 4,350 | 41 | 0.04% | 0.03% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,232 | 40 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,806 | 36 | 0.0% | 0.0% | 260 | -520 | -12.02% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,598 | 34 | 0.0% | 0.0% | 261 | +14 | 0.39% | Q4 2025 | Feb 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 3,500 | 33 | 0.02% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,206 | 30 | 0.0% | 0.0% | 263 | +956 | 42.49% | Q4 2025 | Jan 21, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,096 | 29 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | New | 2,890 | 27 | 0.0% | — | 265 | +2,890 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 2,670 | 25 | 0.01% | — | 266 | +2,670 | New | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,651 | 25 | 0.01% | 0.02% | 268 | -2,651 | -50.0% | Q4 2025 | Feb 18, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,603 | 25 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ankerstar Wealth, LLC | History | New | 2,390 | 23 | 0.02% | — | 269 | +2,390 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,908 | 18 | 0.0% | 0.0% | 270 | +8 | 0.42% | Q4 2025 | Feb 02, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,929 | 18 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,855 | 17 | 0.0% | — | 274 | +1,747 | 1617.59% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,713 | 17 | 0.0% | 0.0% | 272 | +755 | 78.81% | Q4 2025 | Feb 05, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,800 | 17 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,720 | 16 | 0.01% | 0.0% | 275 | +200 | 13.16% | Q4 2025 | Feb 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,456 | 14 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,415 | 13 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,330 | 12 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 1,230 | 11 | 0.0% | — | 279 | +1,230 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,083 | 10 | 0.0% | 0.0% | 282 | +536 | 97.99% | Q4 2025 | Feb 24, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,041 | 10 | 0.0% | 0.0% | 280 | -187 | -15.23% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | Reduced | 1,014 | 10 | 0.0% | 0.0% | 281 | -6 | -0.59% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 983 | 9 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | No change | 942 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,000 | 9 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 890 | 8 | 0.0% | — | 287 | +852 | 2242.11% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | No change | 910 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 923 | 8 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 704 | 6 | 0.0% | 0.0% | 290 | +423 | 150.53% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 719 | 6 | 0.0% | 0.0% | 289 | -50 | -6.5% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 526 | 5 | 0.0% | 0.0% | 292 | +87 | 19.82% | Q4 2025 | Jan 22, 2026 |
| True Wealth Design, LLC | History | Added to | 552 | 5 | 0.0% | 0.0% | 293 | +24 | 4.55% | Q4 2025 | Jan 08, 2026 |
| GW&K Investment Management, LLC | History | No change | 524 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | Reduced | 500 | 4 | 0.0% | 0.07% | 296 | -44,183 | -98.88% | Q4 2025 | Jan 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 517 | 4 | 0.0% | — | 297 | +500 | 2941.18% | Q4 2025 | Jan 27, 2026 |
| NBT BANK N A /NY | History | Added to | 10 | 4 | 0.0% | 0.0% | 294 | +2 | 25.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 464 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 406 | 3 | 0.0% | 0.0% | 298 | -13,135 | -97.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 331 | 3 | 0.0% | — | 299 | +331 | New | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 323 | 3 | 0.0% | — | 304 | +323 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 279 | 3 | 0.0% | — | 301 | +268 | 2436.36% | Q4 2025 | Feb 02, 2026 |
| Addison Advisors LLC | History | Added to | 353 | 3 | 0.0% | 0.0% | 302 | +226 | 177.95% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 331 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Dogwood Wealth Management LLC | History | No change | 348 | 3 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 272 | 2 | 0.0% | 0.02% | 306 | -3,560 | -92.9% | Q4 2025 | Mar 03, 2026 |
| Cornerstone Financial Management LLC | History | New | 308 | 2 | 0.0% | — | 310 | +308 | New | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 274 | 2 | 0.0% | — | 309 | +274 | New | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | New | 208 | 2 | 0.0% | — | 307 | +208 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 277 | 2 | 0.0% | 0.0% | 305 | +102 | 58.29% | Q4 2025 | Feb 18, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 243 | 2 | 0.0% | 0.0% | 308 | +47 | 23.98% | Q4 2025 | Feb 10, 2026 |
| IMA Advisory Services, Inc. | History | New | 196 | 1 | 0.0% | — | 314 | +196 | New | Q4 2025 | Feb 11, 2026 |
| Independence Bank of Kentucky | History | New | 154 | 1 | 0.0% | — | 318 | +154 | New | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | New | 147 | 1 | 0.0% | — | 313 | +147 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Added to | 205 | 1 | 0.0% | — | 324 | +142 | 225.4% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | New | 128 | 1 | 0.0% | — | 316 | +128 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | New | 126 | 1 | 0.0% | — | 315 | +126 | New | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | Reduced | 204 | 1 | 0.0% | 0.0% | 319 | -124 | -37.8% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 106 | 1 | 0.0% | 0.0% | 321 | -100 | -48.54% | Q4 2025 | Feb 12, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 180 | 1 | 0.0% | — | 323 | +85 | 89.47% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 121 | 1 | 0.0% | — | 317 | +72 | 146.94% | Q4 2025 | Feb 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 149 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 181 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 132 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 157 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,078,145 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -759,912 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -573,756 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -494,505 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249,700 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -188,954 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -176,897 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -163,228 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.05% | — | -142,555 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -134,077 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -83,027 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.04% | — | -64,750 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -58,326 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56,188 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,925 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,274 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -33,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BNP PARIBAS | History | Closed out | 0 | 0 | — | 0.01% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mengis Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -22,300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,413 | -100.0% | Q3 2025 | Nov 07, 2025 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,633 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Endowment Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -11,605 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,308 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,142 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,040 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,370 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,737 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| IFP Advisors, Inc | History | Reduced | 37 | 0 | — | 0.0% | — | -1,416 | -97.45% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -891 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -392 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SRH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BAYBAN | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Mar 05, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -96 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIFTH THIRD BANCORP | History | New | 95 | 0 | — | — | — | +95 | New | Q4 2025 | Feb 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HUNTINGTON NATIONAL BANK | History | Added to | 63 | 0 | — | — | — | +61 | 3050.0% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 53 | 0 | — | — | — | +53 | New | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 81 | 0 | — | — | — | +40 | 97.56% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Jan 27, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 23, 2026 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Ares Financial Consulting, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| North Star Investment Management Corp. | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| American Capital Advisory, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |