Essent Group Ltd. - ESNT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 27 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 13,080,498 | 850,363 | 0.01% | 0.01% | 1 | -36,800 | -0.28% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 11,987,945 | 779,336 | 0.01% | 0.01% | 2 | +85,295 | 0.72% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 5,400,802 | 351,111 | 0.07% | 0.07% | 3 | -48,685 | -0.89% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 5,019,382 | 326,310 | 0.02% | 0.02% | 4 | -356,963 | -6.64% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | Reduced | 4,762,129 | 309,586 | 0.04% | 0.04% | 5 | -246,219 | -4.92% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Reduced | 3,782,626 | 245,908 | 0.01% | 0.01% | 6 | -147,039 | -3.74% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,076,950 | 206,627 | 0.01% | 0.01% | 7 | +129,672 | 4.4% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 2,710,049 | 176,180 | 0.27% | — | 8 | +2,710,049 | New | Q4 2025 | Feb 17, 2026 |
| Polar Capital Holdings Plc | History | New | 2,450,000 | 159,274 | 0.62% | — | 9 | +2,450,000 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 2,392,188 | 155,516 | 0.02% | — | 10 | +2,392,188 | New | Q4 2025 | Feb 10, 2026 |
| COOKE & BIELER LP | History | Added to | 1,952,006 | 126,899 | 1.32% | 1.27% | 11 | +13,318 | 0.69% | Q4 2025 | Feb 09, 2026 |
| Capital International Investors | History | Reduced | 1,874,398 | 121,854 | 0.02% | 0.02% | 12 | -114,112 | -5.74% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,864,067 | 121,182 | 0.06% | 0.05% | 13 | +567,103 | 43.73% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCERE HOLDINGS LTD | History | No change | 1,666,374 | 108,330 | 14.56% | 14.29% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,543,477 | 100,341 | 0.05% | 0.03% | 15 | +564,549 | 57.67% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,405,033 | 91,341 | 0.01% | 0.01% | 16 | -53,662 | -3.68% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,246,680 | 81,046 | 0.01% | 0.01% | 17 | +48,233 | 4.02% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,181,792 | 76,828 | 0.01% | 0.01% | 18 | -121,739 | -9.34% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,157,296 | 75,235 | 0.04% | 0.04% | 19 | +158,792 | 15.9% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,046,693 | 68,045 | 0.0% | 0.0% | 20 | -60,505 | -5.46% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 988,489 | 64,261 | 0.01% | 0.01% | 21 | -128,295 | -11.49% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 954,765 | 62,069 | 0.01% | 0.01% | 22 | -24,658 | -2.52% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 782,648 | 50,879 | 0.03% | 0.03% | 23 | -21,873 | -2.72% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 727,345 | 47,284 | 0.0% | 0.0% | 24 | +47,876 | 7.05% | Q4 2025 | Feb 11, 2026 |
| Boston Partners | History | Reduced | 711,639 | 45,410 | 0.05% | 0.05% | 25 | -25,770 | -3.49% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 673,927 | 43,811 | 0.01% | 0.01% | 26 | -47,922 | -6.64% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 605,233 | 39,346 | 0.0% | 0.0% | 27 | -24,619 | -3.91% | Q4 2025 | Mar 25, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 599,854 | 38,996 | 0.01% | 0.02% | 28 | -119,757 | -16.64% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 576,205 | 37,459 | 0.05% | 0.05% | 29 | +48,482 | 9.19% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 566,405 | 36,821 | 0.0% | 0.0% | 30 | -2,345 | -0.41% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 513,652 | 33,392 | 0.06% | 129.22% | 31 | +75,762 | 17.3% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 498,919 | 32,434 | 0.03% | 0.0% | 32 | +472,105 | 1760.67% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 489,190 | 31,802 | 0.07% | 0.07% | 33 | -6,900 | -1.39% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 485,298 | 31,550 | 0.05% | 0.04% | 34 | +62,473 | 14.78% | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 476,622 | 30,985 | 0.02% | 0.04% | 35 | -348,933 | -42.27% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 430,449 | 27,983 | 0.08% | — | 36 | +430,449 | New | Q4 2025 | Feb 09, 2026 |
| Sixth Street Partners Management Company, L.P. | History | No change | 400,000 | 26,004 | 2.67% | 2.18% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Reduced | 379,267 | 24,656 | 0.08% | 0.12% | 38 | -121,934 | -24.33% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 378,385 | 24,598 | 0.02% | 0.02% | 39 | -1,861 | -0.49% | Q4 2025 | Jan 29, 2026 |
| Capital Research Global Investors | History | Reduced | 363,372 | 23,622 | 0.0% | 0.01% | 40 | -863,827 | -70.39% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 349,689 | 22,614 | 0.04% | 0.04% | 41 | -51,496 | -12.84% | Q4 2025 | Jan 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 340,200 | 22,116 | 0.04% | 0.06% | 42 | -94,800 | -21.79% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 306,183 | 19,904 | 0.02% | 0.02% | 43 | -41,400 | -11.91% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 303,473 | 19,728 | 0.0% | 0.01% | 44 | -234,018 | -43.54% | Q4 2025 | Jan 29, 2026 |
| ALPS ADVISORS INC | History | Reduced | 297,421 | 19,335 | 0.11% | 0.11% | 45 | -18,473 | -5.85% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 289,545 | 18,823 | 0.0% | 0.01% | 46 | -176,253 | -37.84% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 277,457 | 18,037 | 0.0% | 0.0% | 47 | -40,823 | -12.83% | Q4 2025 | Feb 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 263,500 | 17,130 | 0.1% | — | 48 | +263,500 | New | Q4 2025 | Feb 17, 2026 |
| WINMILL & CO. INC | History | No change | 224,500 | 14,594 | 3.89% | 3.46% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 216,634 | 14,083 | 0.43% | 0.43% | 50 | -5,975 | -2.68% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 210,085 | 13,657 | 0.0% | 0.0% | 51 | -11,992 | -5.4% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 203,811 | 13,249 | 0.04% | 0.04% | 52 | +2,218 | 1.1% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 198,986 | 12,936 | 0.01% | 0.01% | 53 | -9,333 | -4.48% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 196,331 | 12,763 | 0.0% | 0.0% | 54 | -12,415 | -5.95% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Reduced | 194,291 | 12,630 | 0.01% | 0.01% | 55 | -2,200 | -1.12% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 190,769 | 12,401 | 0.03% | 0.03% | 56 | +2,539 | 1.35% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 181,923 | 11,826 | 0.07% | 0.08% | 57 | -9,300 | -4.86% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 181,577 | 11,804 | 0.0% | 0.0% | 58 | +6,682 | 3.82% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 159,806 | 10,388 | 0.0% | 0.0% | 59 | -52,444 | -24.71% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 151,475 | 9,847 | 0.1% | 0.12% | 60 | -33,452 | -18.09% | Q4 2025 | Feb 10, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 148,655 | 9,664 | 0.01% | 0.01% | 61 | -229,969 | -60.74% | Q4 2025 | Jan 30, 2026 |
| Clearbridge Investments, LLC | History | Added to | 144,004 | 9,361 | 0.01% | 0.01% | 62 | +261 | 0.18% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 140,504 | 9,180 | 0.0% | 0.0% | 63 | -442 | -0.31% | Q4 2025 | Mar 20, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 139,720 | 9,083 | 0.01% | 0.01% | 64 | -21,146 | -13.15% | Q4 2025 | Feb 13, 2026 |
| Interval Partners, LP | History | Added to | 128,251 | 8,337 | 0.15% | 0.11% | 65 | +26,854 | 26.48% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 124,484 | 8,092 | 0.02% | 0.01% | 66 | +67,718 | 119.29% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 122,734 | 7,978 | 0.03% | 0.03% | 67 | -3,514 | -2.78% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 118,866 | 7,727 | 0.02% | 0.02% | 68 | -3,329 | -2.72% | Q4 2025 | Jan 30, 2026 |
| Retirement Systems of Alabama | History | Reduced | 116,014 | 7,542 | 0.02% | 0.03% | 69 | -3,120 | -2.62% | Q4 2025 | Jan 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 112,229 | 7,296 | 0.0% | 0.01% | 70 | -85,109 | -43.13% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 107,246 | 6,972 | 0.01% | 0.02% | 71 | -124,497 | -53.72% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 107,237 | 6,971 | 0.0% | 0.0% | 72 | +31,576 | 41.73% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 106,197 | 6,903 | 0.02% | 0.02% | 73 | +11,689 | 12.37% | Q4 2025 | Jan 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 105,392 | 6,851 | 0.01% | 0.01% | 74 | -2,298 | -2.13% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 102,566 | 6,667 | 0.23% | — | 75 | +102,566 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 100,598 | 6,539 | 0.0% | 0.0% | 76 | +58,815 | 140.76% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 97,857 | 6,361 | 0.03% | 0.03% | 77 | -7,876 | -7.45% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 97,236 | 6,321 | 0.1% | 0.13% | 78 | -31,163 | -24.27% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 95,302 | 6,195 | 0.0% | 0.01% | 79 | -132,461 | -58.16% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 93,606 | 6,085 | 0.01% | 0.0% | 80 | +84,089 | 883.57% | Q4 2025 | Jan 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 92,353 | 6,003 | 0.01% | 0.01% | 81 | -5,425 | -5.55% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 90,988 | 5,915 | 0.0% | — | 82 | +90,988 | New | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 90,246 | 5,866 | 0.15% | 0.15% | 83 | -500 | -0.55% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 89,837 | 5,841 | 0.0% | 0.0% | 84 | -62,229 | -40.92% | Q4 2025 | Feb 17, 2026 |
| Fairman Group, LLC | History | Reduced | 88,921 | 5,780 | 4.62% | 5.02% | 85 | -9,119 | -9.3% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 88,456 | 5,751 | 0.01% | 0.01% | 86 | -297 | -0.33% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 87,458 | 5,685 | 0.0% | 0.01% | 87 | -78,083 | -47.17% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 83,548 | 5,431 | 0.01% | 0.0% | 88 | +54,750 | 190.12% | Q4 2025 | Feb 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 79,844 | 5,190 | 0.01% | 0.01% | 89 | -26,335 | -24.8% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 78,201 | 5,084 | 0.0% | 0.0% | 90 | -1,775 | -2.22% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 76,849 | 4,995 | 0.01% | 0.01% | 91 | +3,261 | 4.43% | Q4 2025 | Jan 23, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 74,992 | 4,875 | 0.21% | 0.2% | 92 | +2,464 | 3.4% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 73,666 | 4,789 | 0.0% | 0.0% | 93 | +3,336 | 4.74% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 64,114 | 4,168 | 0.0% | 0.0% | 94 | +6,130 | 10.57% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Added to | 61,970 | 4,028 | 0.05% | 0.04% | 95 | +9,863 | 18.93% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 59,984 | 3,899 | 0.0% | 0.0% | 96 | -22,140 | -26.96% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 58,072 | 3,775 | 0.03% | 0.09% | 97 | -107,505 | -64.93% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 57,882 | 3,762 | 0.0% | 0.01% | 98 | -96,101 | -62.41% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 57,436 | 3,733 | 0.04% | — | 99 | +57,436 | New | Q4 2025 | Feb 13, 2026 |
| NFC Investments, LLC | History | No change | 51,958 | 3,378 | 0.95% | 0.96% | 100 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 49,187 | 3,197 | 0.01% | 0.01% | 101 | -1,061 | -2.11% | Q4 2025 | Jan 28, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 49,080 | 3,190 | 0.13% | 0.13% | 102 | +714 | 1.48% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 47,000 | 3,055 | 0.01% | 0.01% | 103 | +5,000 | 11.9% | Q4 2025 | Jan 28, 2026 |
| Paralel Advisors LLC | History | No change | 46,347 | 3,013 | 0.12% | 0.11% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 45,580 | 2,963 | 0.66% | 0.65% | 105 | +837 | 1.87% | Q4 2025 | Jan 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 45,490 | 2,957 | 0.04% | 0.04% | 106 | -6,455 | -12.43% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 45,055 | 2,929 | 0.01% | 0.0% | 107 | +6,622 | 17.23% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 44,918 | 2,920 | 0.0% | 0.0% | 108 | +22,461 | 100.02% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 44,765 | 2,910 | 0.0% | 0.0% | 109 | +3,552 | 8.62% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 43,537 | 2,830 | 0.01% | 0.02% | 110 | +1,927 | 4.63% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 43,150 | 2,805 | 0.02% | — | 111 | +43,150 | New | Q4 2025 | Feb 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 43,066 | 2,799 | 0.0% | 0.0% | 112 | -1,506 | -3.38% | Q4 2025 | Jan 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 42,938 | 2,791 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 42,911 | 2,789 | 0.02% | — | 114 | +42,911 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 42,396 | 2,756 | 0.01% | 0.0% | 115 | +24,139 | 132.22% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 41,984 | 2,731 | 0.0% | 0.0% | 116 | +31,034 | 283.42% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 41,922 | 2,725 | 0.01% | 0.01% | 117 | -45,904 | -52.27% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 41,801 | 2,717 | 0.0% | 0.0% | 118 | +474 | 1.15% | Q4 2025 | Feb 18, 2026 |
| AMALGAMATED BANK | History | Reduced | 40,646 | 2,642 | 0.02% | 0.02% | 119 | -2,559 | -5.92% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 39,838 | 2,589 | 0.08% | 0.09% | 120 | -5,939 | -12.97% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | Added to | 38,436 | 2,498 | 0.02% | 0.02% | 121 | +255 | 0.67% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 37,934 | 2,486 | 0.0% | 0.0% | 122 | -2,749 | -6.76% | Q4 2025 | Feb 18, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 37,932 | 2,465 | 0.04% | 0.04% | 123 | -133 | -0.35% | Q4 2025 | Jan 14, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 39,081 | 2,458 | 0.01% | 0.01% | 124 | -1,673 | -4.11% | Q4 2025 | Feb 18, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 35,411 | 2,302 | 0.01% | 0.01% | 125 | +1,142 | 3.33% | Q4 2025 | Jan 30, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 34,217 | 2,247 | 0.0% | — | 126 | +34,217 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 33,073 | 2,150 | 0.0% | 0.0% | 127 | +3,347 | 11.26% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 32,428 | 2,108 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 32,201 | 2,093 | 0.0% | 0.0% | 129 | +1,119 | 3.6% | Q4 2025 | Jan 27, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 32,038 | 2,082 | 0.01% | — | 130 | +32,038 | New | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 32,000 | 2,080 | 0.04% | 0.05% | 131 | -3,200 | -9.09% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 31,612 | 2,055 | 0.07% | 0.08% | 132 | -1,700 | -5.1% | Q4 2025 | Jan 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 30,939 | 2,011 | 0.02% | 0.02% | 133 | -4,724 | -13.25% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 29,884 | 1,942 | 0.0% | 0.0% | 134 | -1,600 | -5.08% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 29,835 | 1,939 | 0.01% | 0.01% | 135 | +9,675 | 47.99% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,544 | 1,920 | 0.0% | 0.0% | 136 | +16,843 | 132.61% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 29,026 | 1,886 | 0.0% | 0.0% | 137 | +23,056 | 386.2% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 29,841 | 1,814 | 0.02% | 0.02% | 138 | -1,019 | -3.3% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 27,373 | 1,779 | 0.01% | 0.01% | 139 | -2,633 | -8.77% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 26,700 | 1,735 | 0.03% | 0.03% | 140 | -700 | -2.55% | Q4 2025 | Jan 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 26,114 | 1,697 | 0.13% | 0.14% | 141 | -794 | -2.95% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 26,081 | 1,696 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,320 | 1,682 | 0.0% | 0.0% | 143 | +12,036 | 84.26% | Q4 2025 | Jan 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 25,265 | 1,642 | 0.01% | 0.01% | 144 | -2,262 | -8.22% | Q4 2025 | Feb 13, 2026 |
| South Dakota Investment Council | History | Reduced | 24,407 | 1,587 | 0.03% | 0.06% | 145 | -25,926 | -51.51% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,190 | 1,572 | 0.01% | 0.01% | 146 | -1,099 | -4.35% | Q4 2025 | Feb 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 23,730 | 1,541 | 0.0% | 0.01% | 147 | -68,883 | -74.38% | Q4 2025 | Feb 10, 2026 |
| Vest Financial, LLC | History | Reduced | 23,559 | 1,531 | 0.02% | 0.04% | 148 | -20,605 | -46.66% | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 23,234 | 1,510 | 0.01% | 0.02% | 149 | -656 | -2.75% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 23,064 | 1,499 | 0.0% | — | 150 | +23,064 | New | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 22,840 | 1,484 | 0.23% | — | 152 | +22,840 | New | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 22,833 | 1,484 | 0.01% | 0.01% | 151 | -600 | -2.56% | Q4 2025 | Jan 29, 2026 |
| Provident Investment Management, Inc. | History | Added to | 22,766 | 1,480 | 0.13% | 0.11% | 153 | +3,875 | 20.51% | Q4 2025 | Feb 04, 2026 |
| Quantbot Technologies LP | History | Reduced | 22,168 | 1,441 | 0.05% | 0.04% | 154 | -3,616 | -14.02% | Q4 2025 | Feb 10, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 22,000 | 1,430 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,387 | 1,390 | 0.0% | 0.0% | 156 | -24,186 | -53.07% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 21,378 | 1,389 | 0.03% | 0.05% | 157 | -14,034 | -39.63% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 21,199 | 1,378 | 0.0% | 0.0% | 158 | +325 | 1.56% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 20,575 | 1,337 | 0.01% | 0.01% | 159 | +969 | 4.94% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,187 | 1,312 | 0.0% | 0.0% | 160 | +9,964 | 97.47% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 20,112 | 1,307 | 0.0% | — | 161 | +20,112 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 19,957 | 1,297 | 0.01% | 0.0% | 162 | +7,472 | 59.85% | Q4 2025 | Feb 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 19,286 | 1,253 | 0.02% | 0.02% | 163 | -600 | -3.02% | Q4 2025 | Feb 04, 2026 |
| Diversified Trust Co | History | Added to | 18,892 | 1,228 | 0.02% | 0.02% | 164 | +674 | 3.7% | Q4 2025 | Jan 09, 2026 |
| Summit Global Investments | History | Reduced | 18,376 | 1,195 | 0.07% | 0.07% | 165 | -107 | -0.58% | Q4 2025 | Feb 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 17,470 | 1,136 | 0.1% | — | 166 | +17,470 | New | Q4 2025 | Feb 06, 2026 |
| AVIVA PLC | History | Added to | 17,387 | 1,130 | 0.0% | 0.0% | 167 | +9,868 | 131.24% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 16,584 | 1,078 | 0.0% | 0.0% | 168 | +204 | 1.25% | Q4 2025 | Feb 10, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 16,385 | 1,065 | 0.06% | 0.13% | 169 | -19,428 | -54.25% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 16,006 | 1,040 | 0.04% | 0.05% | 170 | -3,143 | -16.41% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 15,372 | 999 | 0.01% | 0.01% | 171 | +2,730 | 21.59% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 15,207 | 988 | 0.0% | 0.0% | 172 | -330 | -2.12% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,143 | 984 | 0.0% | 0.0% | 173 | +3,564 | 30.78% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,084 | 980 | 0.0% | 0.0% | 174 | +3,644 | 31.85% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 13,371 | 869 | 0.0% | 0.0% | 175 | +771 | 6.12% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 12,889 | 837 | 0.0% | 0.0% | 176 | -6,389 | -33.14% | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,118 | 787 | 0.0% | 0.0% | 177 | +1,365 | 12.69% | Q4 2025 | Feb 06, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 11,840 | 769 | 0.0% | 0.0% | 178 | -13,317 | -52.94% | Q4 2025 | Feb 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,752 | 763 | 0.0% | 0.0% | 179 | +6,228 | 112.74% | Q4 2025 | Feb 17, 2026 |
| Unison Advisors LLC | History | Added to | 11,635 | 756 | 0.07% | 0.07% | 180 | +59 | 0.51% | Q4 2025 | Jan 21, 2026 |
| XPONANCE LLC | History | Reduced | 11,612 | 754 | 0.01% | 0.01% | 181 | -2,259 | -16.29% | Q4 2025 | Feb 12, 2026 |
| Odyssean, LLC | History | New | 11,541 | 750 | 0.54% | — | 182 | +11,541 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Reduced | 11,396 | 740 | 0.07% | 0.07% | 183 | -434 | -3.67% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 11,248 | 731 | 0.0% | 0.0% | 184 | -6,286 | -35.85% | Q4 2025 | Feb 12, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | No change | 11,060 | 719 | 1.36% | 1.37% | 185 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INCEPTIONR LLC | History | Reduced | 10,978 | 713 | 0.2% | 0.27% | 186 | -6,688 | -37.86% | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 10,905 | 708 | 0.01% | 0.01% | 187 | +104 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 10,492 | 682 | 0.0% | 0.0% | 188 | -8,202 | -43.88% | Q4 2025 | Feb 13, 2026 |
| MQS Management LLC | History | Added to | 10,113 | 657 | 0.39% | 0.36% | 189 | +428 | 4.42% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Reduced | 9,800 | 637 | 0.0% | 0.01% | 190 | -15,800 | -61.72% | Q4 2025 | Feb 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,644 | 626 | 0.01% | 0.02% | 191 | -27,935 | -74.34% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,612 | 625 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 9,153 | 595 | 0.0% | — | 193 | +9,153 | New | Q4 2025 | Feb 13, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 8,851 | 575 | 0.13% | 0.33% | 194 | -4,794 | -35.13% | Q4 2025 | Feb 10, 2026 |
| Holocene Advisors, LP | History | Reduced | 8,773 | 570 | 0.0% | 0.0% | 195 | -6,875 | -43.94% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,663 | 563 | 0.0% | 0.0% | 196 | +53 | 0.62% | Q4 2025 | Feb 05, 2026 |
| Net Worth Advisory Group | History | Added to | 8,606 | 559 | 0.11% | 0.14% | 197 | +1,229 | 16.66% | Q4 2025 | Jan 14, 2026 |
| Vestcor Inc | History | Added to | 8,388 | 545 | 0.02% | 0.0% | 198 | +7,300 | 670.96% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 8,080 | 525 | 0.0% | — | 199 | +8,080 | New | Q4 2025 | Feb 04, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 8,018 | 521 | 0.03% | 0.01% | 200 | +5,122 | 176.86% | Q4 2025 | Feb 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,977 | 518 | 0.03% | 0.03% | 201 | +344 | 4.51% | Q4 2025 | Jan 29, 2026 |
| Sapience Investments, LLC | History | Reduced | 7,882 | 512 | 1.93% | 1.97% | 202 | -25 | -0.32% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,823 | 508 | 0.01% | 0.0% | 203 | +2,991 | 61.9% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 7,773 | 505 | 0.0% | 0.0% | 204 | -1,029 | -11.69% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,723 | 502 | 0.0% | 0.0% | 205 | -618 | -7.41% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | New | 7,685 | 499 | 0.02% | — | 206 | +7,685 | New | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Added to | 7,662 | 498 | 0.01% | 0.0% | 207 | +2,213 | 40.61% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,494 | 487 | 0.0% | — | 208 | +7,494 | New | Q4 2025 | Feb 18, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 7,316 | 475 | 0.08% | 0.08% | 209 | -288 | -3.79% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,192 | 467 | 0.0% | 0.0% | 210 | -7,378 | -50.64% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 7,117 | 462 | 0.0% | — | 211 | +7,117 | New | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | New | 7,117 | 462 | 0.01% | — | 212 | +7,117 | New | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,102 | 461 | 0.01% | 0.01% | 213 | -1,290 | -15.37% | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 7,044 | 457 | 0.02% | 0.01% | 214 | -335 | -4.54% | Q4 2025 | Feb 04, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 6,841 | 444 | 0.14% | 0.24% | 215 | -14,632 | -68.14% | Q4 2025 | Feb 17, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 6,818 | 443 | 0.16% | 0.11% | 216 | -1,410 | -17.14% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 6,468 | 420 | 0.09% | 0.08% | 217 | +2,028 | 45.68% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 6,273 | 407 | 0.0% | — | 218 | +6,273 | New | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Reduced | 6,139 | 399 | 0.0% | 0.0% | 219 | -13,740 | -69.12% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,135 | 398 | 0.01% | 0.01% | 220 | -40 | -0.65% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 6,104 | 397 | 0.0% | 0.0% | 221 | +2,206 | 56.59% | Q4 2025 | Jan 30, 2026 |
| Evanson Asset Management, LLC | History | No change | 5,934 | 385 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Jain Global LLC | History | New | 5,328 | 376 | 0.0% | — | 224 | +5,328 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 5,791 | 376 | 0.01% | 0.01% | 223 | +50 | 0.87% | Q4 2025 | Feb 06, 2026 |
| Amundi | History | New | 5,552 | 360 | 0.0% | — | 225 | +5,552 | New | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 5,390 | 350 | 0.0% | — | 226 | +5,390 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 5,352 | 347 | 0.0% | 0.0% | 227 | +1,011 | 23.29% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,168 | 335 | 0.01% | 0.02% | 228 | -4,473 | -46.4% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,996 | 324 | 0.0% | 0.01% | 229 | -10,964 | -68.7% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 4,975 | 323 | 0.0% | 0.0% | 230 | +1,130 | 29.39% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 4,801 | 312 | 0.01% | 0.0% | 231 | -220 | -4.38% | Q4 2025 | Feb 18, 2026 |
| Fieldview Capital Management, LLC | History | New | 4,708 | 306 | 0.05% | — | 232 | +4,708 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,655 | 303 | 0.0% | 0.0% | 233 | -1,626 | -25.89% | Q4 2025 | Feb 11, 2026 |
| DGS Capital Management, LLC | History | New | 4,653 | 302 | 0.05% | — | 234 | +4,653 | New | Q4 2025 | Feb 24, 2026 |
| Fielder Capital Group LLC | History | Added to | 4,655 | 302 | 0.06% | 0.05% | 235 | +899 | 23.94% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 4,516 | 295 | 0.01% | — | 236 | +4,516 | New | Q4 2025 | Jan 08, 2026 |
| State of Wyoming | History | Added to | 4,287 | 278 | 0.03% | 0.02% | 237 | +2,209 | 106.3% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,252 | 276 | 0.02% | 0.01% | 238 | +2,239 | 111.23% | Q4 2025 | Feb 10, 2026 |
| Forum Financial Management, LP | History | Added to | 4,227 | 274 | 0.0% | 0.0% | 239 | +4 | 0.09% | Q4 2025 | Jan 27, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 4,074 | 264 | 0.03% | — | 240 | +4,074 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,883 | 252 | 0.0% | 0.0% | 241 | +117 | 3.11% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,820 | 248 | 0.0% | 0.0% | 242 | -245 | -6.03% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,737 | 242 | 0.0% | 0.0% | 243 | -174 | -4.45% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 3,700 | 240 | 0.0% | — | 244 | +3,700 | New | Q4 2025 | Feb 10, 2026 |
| Penserra Capital Management LLC | History | Reduced | 3,705 | 240 | 0.0% | 0.0% | 245 | -30 | -0.8% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 3,533 | 229 | 0.0% | 0.0% | 246 | -3,161 | -47.22% | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | New | 3,509 | 228 | 0.11% | — | 247 | +3,509 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 3,494 | 227 | 0.0% | 0.0% | 248 | -108 | -3.0% | Q4 2025 | Feb 17, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 3,369 | 219 | 0.1% | 0.1% | 249 | -88 | -2.55% | Q4 2025 | Jan 15, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,325 | 217 | 0.0% | 0.01% | 250 | -46 | -1.36% | Q4 2025 | Feb 09, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 3,287 | 213 | 0.0% | 0.01% | 251 | -741 | -18.4% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,244 | 210 | 0.0% | — | 253 | +3,244 | New | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,234 | 210 | 0.01% | — | 255 | +3,234 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,238 | 210 | 0.0% | 0.0% | 252 | +172 | 5.61% | Q4 2025 | Feb 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,237 | 210 | 0.01% | 0.01% | 254 | +8 | 0.25% | Q4 2025 | Jan 15, 2026 |
| KBC Group NV | History | No change | 3,220 | 209 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Longboard Asset Management, LP | History | No change | 3,210 | 208 | 1.32% | 0.33% | 257 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 3,152 | 204 | 0.05% | — | 258 | +3,152 | New | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | Added to | 3,121 | 202 | 0.01% | 0.01% | 259 | +871 | 38.71% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,683 | 174 | 0.0% | 0.0% | 260 | +833 | 45.03% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,540 | 165 | 0.01% | 0.0% | 261 | +765 | 43.1% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,332 | 151 | 0.0% | 0.0% | 262 | +297 | 14.59% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,261 | 146 | 0.02% | — | 263 | +2,261 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,156 | 140 | 0.01% | 0.01% | 264 | +35 | 1.65% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,139 | 139 | 0.0% | 0.0% | 265 | +1,235 | 136.62% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,950 | 127 | 0.16% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Covestor Ltd | History | Reduced | 1,794 | 117 | 0.06% | 0.09% | 267 | -740 | -29.2% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,720 | 111 | 0.0% | 0.0% | 268 | -499 | -22.49% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,642 | 106 | 0.0% | — | 269 | +1,642 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,443 | 94 | 0.0% | 0.0% | 270 | +819 | 131.25% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,403 | 91 | 0.0% | 0.0% | 272 | -4,733 | -77.13% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 1,405 | 91 | 0.0% | 0.0% | 271 | +151 | 12.04% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,162 | 75 | 0.0% | 0.0% | 273 | +243 | 26.44% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,141 | 74 | 0.0% | 0.0% | 274 | +560 | 96.39% | Q4 2025 | Jan 20, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,195 | 70 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,076 | 69 | 0.0% | 0.0% | 276 | +329 | 44.04% | Q4 2025 | Feb 13, 2026 |
| Neo Ivy Capital Management | History | New | 955 | 62 | 0.01% | — | 277 | +955 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 961 | 62 | 0.0% | 0.0% | 278 | +453 | 89.17% | Q4 2025 | Jan 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 931 | 61 | 0.0% | 0.0% | 279 | -16 | -1.69% | Q4 2025 | Jan 20, 2026 |
| FIRST HORIZON CORP | History | Added to | 893 | 58 | 0.0% | 0.0% | 280 | +588 | 192.79% | Q4 2025 | Jan 27, 2026 |
| DANSKE BANK A/S | History | No change | 900 | 58 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 879 | 57 | 0.0% | 0.0% | 282 | -1,366 | -60.85% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 870 | 56 | 0.0% | 0.0% | 283 | -16 | -1.81% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 796 | 51 | 0.0% | 0.0% | 285 | +140 | 21.34% | Q4 2025 | Mar 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 790 | 51 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 744 | 48 | 0.0% | 0.0% | 286 | +162 | 27.84% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 676 | 43 | 0.0% | 0.0% | 287 | +333 | 97.08% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 559 | 36 | 0.0% | 0.0% | 288 | -244 | -30.39% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 478 | 31 | 0.0% | 0.0% | 289 | -653 | -57.74% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 471 | 30 | 0.0% | 0.01% | 290 | -9,780 | -95.41% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 452 | 27 | 0.0% | — | 291 | +452 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 415 | 26 | 0.0% | 0.0% | 292 | +55 | 15.28% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Added to | 378 | 24 | 0.01% | 0.0% | 293 | +114 | 43.18% | Q4 2025 | Jan 08, 2026 |
| Kemnay Advisory Services Inc. | History | New | 301 | 19 | 0.0% | — | 294 | +301 | New | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 298 | 19 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 258 | 16 | 0.0% | 0.01% | 296 | -166 | -39.15% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 253 | 16 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MAI Capital Management | History | Added to | 232 | 15 | 0.0% | 0.0% | 298 | +69 | 42.33% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | New | 169 | 10 | 0.0% | — | 301 | +169 | New | Q4 2025 | Jan 30, 2026 |
| Addison Advisors LLC | History | Added to | 156 | 10 | 0.0% | 0.0% | 300 | +7 | 4.7% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 160 | 10 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 154 | 10 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 140 | 9 | 0.0% | — | 303 | +140 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 150 | 9 | 0.0% | 0.0% | 305 | +37 | 32.74% | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 152 | 9 | 0.0% | 0.0% | 304 | -23 | -13.14% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 132 | 8 | 0.0% | 0.0% | 306 | -1 | -0.75% | Q4 2025 | Feb 06, 2026 |
| Elyxium Wealth, LLC | History | New | 113 | 7 | 0.0% | — | 312 | +113 | New | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | Reduced | 123 | 7 | 0.0% | 0.0% | 310 | -26 | -17.45% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 116 | 7 | 0.0% | 0.0% | 307 | +17 | 17.17% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 112 | 7 | 0.0% | 0.0% | 309 | +15 | 15.46% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 113 | 7 | 0.0% | 0.0% | 308 | -6 | -5.04% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | No change | 110 | 7 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| DV Trading LLC | History | New | 100 | 6 | 0.0% | — | 314 | +100 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | New | 95 | 6 | 0.0% | — | 313 | +95 | New | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 95 | 6 | 0.0% | — | 315 | +95 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 97 | 6 | 0.0% | 0.0% | 316 | +32 | 49.23% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 85 | 5 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 83 | 5 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 66 | 4 | 0.0% | — | 322 | +66 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 75 | 4 | 0.0% | — | 321 | +60 | 400.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 74 | 4 | 0.0% | 0.0% | 323 | +50 | 208.33% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 64 | 4 | 0.0% | 0.0% | 319 | +41 | 178.26% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 71 | 4 | 0.0% | 0.0% | 320 | +12 | 20.34% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 56 | 3 | 0.0% | — | 326 | +56 | New | Q4 2025 | Feb 09, 2026 |
| IMA Advisory Services, Inc. | History | New | 54 | 3 | 0.0% | — | 324 | +54 | New | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 56 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 42 | 2 | 0.0% | — | 328 | +42 | New | Q4 2025 | Feb 12, 2026 |
| Marquette Asset Management, LLC | History | New | 41 | 2 | 0.0% | — | 327 | +41 | New | Q4 2025 | Jan 16, 2026 |
| Torren Management, LLC | History | New | 40 | 2 | 0.0% | — | 333 | +40 | New | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | Added to | 33 | 2 | 0.0% | 0.0% | 331 | +15 | 83.33% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 329 | +4 | 9.52% | Q4 2025 | Jan 15, 2026 |
| Navigoe, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WPG Advisers, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ares Financial Consulting, LLC | History | New | 20 | 1 | 0.0% | — | 343 | +20 | New | Q4 2025 | Jan 30, 2026 |
| Manchester Capital Management LLC | History | New | 18 | 1 | 0.0% | — | 334 | +18 | New | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 17 | 1 | 0.0% | — | 339 | +17 | New | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 23 | 1 | 0.0% | 0.0% | 338 | -4 | -14.81% | Q4 2025 | Jan 29, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 342 | -1 | -5.0% | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 18 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MTM Investment Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.22% | — | -2,911,389 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -257,325 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.27% | — | -111,479 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Bayview Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.43% | — | -92,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -46,054 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -22,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,795 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -15,039 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,763 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,358 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,682 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -8,094 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -5,140 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,018 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,315 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,173 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,900 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,761 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,722 | -100.0% | Q3 2025 | Oct 28, 2025 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,501 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,358 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -485 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -390 | -100.0% | Q3 2025 | Nov 19, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Oct 21, 2025 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quarry LP | History | Reduced | 10 | 0 | — | 0.0% | — | -12 | -54.55% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Triumph Capital Management | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +4 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 15 | 0 | — | — | — | +1 | 7.14% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q4 2025 | Jan 12, 2026 |
| SouthState Bank Corp | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |