Evolent Health, Inc. - EVH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CADIAN CAPITAL MANAGEMENT, LP | History | Reduced | 11,085,455 | 44,341 | 3.2% | 5.9% | 1 | -643,469 | -5.49% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 10,331,551 | 41,326 | 0.0% | 0.0% | 2 | +1,017,390 | 10.92% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 9,278,123 | 37,112 | 0.0% | 0.0% | 3 | +1,299,431 | 16.29% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 8,914,065 | 35,656 | 0.0% | 0.0% | 4 | -2,052,765 | -18.72% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 6,109,618 | 24,438 | 0.0% | 0.0% | 5 | +2,707,210 | 79.57% | Q4 2025 | Jan 29, 2026 |
| Rubicon Founders LLC | History | No change | 5,816,123 | 23,264 | 14.53% | 25.5% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engaged Capital LLC | History | Reduced | 5,563,912 | 22,255 | 5.68% | 11.75% | 7 | -100,000 | -1.77% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 5,269,302 | 21,077 | 0.01% | 0.01% | 8 | +2,531,506 | 92.47% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,983,447 | 11,933 | 0.0% | 0.0% | 9 | +1,496,079 | 100.59% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,947,686 | 11,790 | 0.0% | 0.0% | 10 | -1,053,391 | -26.33% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Reduced | 2,941,761 | 11,767 | 0.0% | 0.0% | 11 | -32,812 | -1.1% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,733,444 | 10,935 | 0.0% | 0.0% | 12 | -23,593 | -0.86% | Q4 2025 | Feb 09, 2026 |
| Rock Springs Capital Management LP | History | Reduced | 2,675,000 | 10,700 | 0.55% | 1.46% | 13 | -275,000 | -9.32% | Q4 2025 | Feb 17, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 2,539,930 | 10,159 | 0.11% | 0.27% | 14 | +144,646 | 6.04% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,307,784 | 9,231 | 0.0% | 0.0% | 15 | -201,267 | -8.02% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 2,268,872 | 9,075 | 0.04% | — | 16 | +2,268,872 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,950,017 | 7,800 | 0.0% | 0.0% | 17 | -403,995 | -17.16% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,833,495 | 7,333 | 0.0% | 0.0% | 18 | +952,156 | 108.04% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,537,524 | 6,150 | 0.01% | 0.01% | 19 | +686,386 | 80.64% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,516,215 | 6,064 | 0.0% | 0.0% | 20 | +211,749 | 16.23% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,475,042 | 5,900 | 0.0% | 0.0% | 21 | +1,018,418 | 223.03% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 1,460,000 | 5,840 | 0.02% | 0.02% | 22 | +883,990 | 153.47% | Q4 2025 | Feb 13, 2026 |
| Tejara Capital Ltd | History | New | 1,331,441 | 5,325 | 1.25% | — | 23 | +1,331,441 | New | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,261,007 | 5,044 | 0.01% | 0.0% | 24 | +1,086,461 | 622.45% | Q4 2025 | Feb 17, 2026 |
| Rock Point Advisors, LLC | History | Added to | 1,190,156 | 4,760 | 1.19% | 2.19% | 25 | +211,707 | 21.64% | Q4 2025 | Feb 04, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,150,414 | 4,601 | 0.02% | — | 26 | +1,150,414 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,051,835 | 4,207 | 0.0% | 0.0% | 27 | -82,366 | -7.26% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 952,179 | 3,808 | 0.0% | 0.0% | 28 | +754,585 | 381.89% | Q4 2025 | Feb 13, 2026 |
| Castle Hook Partners LP | History | New | 937,628 | 3,750 | 0.02% | — | 29 | +937,628 | New | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 925,609 | 3,702 | 0.08% | 0.17% | 30 | +2,913 | 0.32% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 737,977 | 2,951 | 0.09% | 0.19% | 31 | -15,076 | -2.0% | Q4 2025 | Jan 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 702,121 | 2,808 | 0.01% | 27.07% | 32 | +12,859 | 1.87% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 696,677 | 2,786 | 0.01% | 0.01% | 33 | +294,626 | 73.28% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 686,565 | 2,746 | 0.0% | 0.0% | 34 | +585,631 | 580.21% | Q4 2025 | Feb 11, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 630,000 | 2,520 | 0.02% | — | 35 | +630,000 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 584,465 | 2,337 | 0.0% | 0.0% | 36 | -279,188 | -32.33% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 564,954 | 2,259 | 0.0% | 0.01% | 37 | -37,025 | -6.15% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 560,950 | 2,243 | 0.0% | 0.0% | 38 | -400,847 | -41.68% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 544,384 | 2,177 | 0.0% | 0.0% | 39 | +336,495 | 161.86% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 532,133 | 2,128 | 0.0% | 0.0% | 40 | +27,971 | 5.55% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 522,396 | 2,089 | 0.03% | 0.03% | 41 | +201,320 | 62.7% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 392,282 | 1,569 | 0.0% | 0.0% | 42 | +91,370 | 30.36% | Q4 2025 | Feb 19, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 349,422 | 1,397 | 0.0% | 0.01% | 43 | -395,469 | -53.09% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 347,176 | 1,388 | 0.0% | 0.0% | 44 | -1,050,094 | -75.15% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Added to | 341,209 | 1,364 | 0.0% | 0.0% | 45 | +82,550 | 31.91% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 308,149 | 1,233 | 0.11% | 0.01% | 46 | +291,173 | 1715.2% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 297,715 | 1,190 | 0.0% | 0.0% | 47 | +85,911 | 40.56% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 291,600 | 1,166 | 0.01% | 0.0% | 48 | +255,780 | 714.07% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 281,900 | 1,127 | 0.0% | 0.0% | 49 | +124,500 | 79.1% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 277,500 | 1,110 | 0.01% | 0.02% | 50 | +33,500 | 13.73% | Q4 2025 | Feb 05, 2026 |
| Atom Investors LP | History | New | 269,200 | 1,076 | 0.09% | — | 51 | +269,200 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 265,647 | 1,062 | 0.0% | 0.0% | 52 | +35,900 | 15.63% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 263,200 | 1,052 | 0.01% | — | 53 | +263,200 | New | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 245,554 | 982 | 0.0% | 0.01% | 54 | -409,193 | -62.5% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 238,582 | 954 | 0.0% | 0.0% | 55 | +117,109 | 96.41% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 219,141 | 876 | 0.0% | 0.0% | 56 | +14,506 | 7.09% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 207,057 | 828 | 0.0% | — | 57 | +207,057 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 200,414 | 801 | 0.0% | 0.0% | 58 | +76,913 | 62.28% | Q4 2025 | Feb 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 193,657 | 774 | 0.01% | 0.01% | 59 | +5,300 | 2.81% | Q4 2025 | Jan 09, 2026 |
| Swiss National Bank | History | No change | 193,400 | 773 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 189,511 | 758 | 0.0% | 0.0% | 61 | +171,010 | 924.33% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 174,599 | 698 | 0.0% | 0.0% | 62 | -135,500 | -43.7% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 174,028 | 696 | 0.0% | — | 63 | +174,028 | New | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 173,803 | 695 | 0.16% | 0.11% | 64 | +114,860 | 194.87% | Q4 2025 | Jan 16, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 168,883 | 675 | 0.01% | 0.0% | 65 | +137,821 | 443.7% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 166,214 | 664 | 0.0% | 0.0% | 66 | +67,393 | 68.2% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 160,000 | 640 | 0.0% | 0.0% | 67 | -28,524 | -15.13% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 159,815 | 639 | 0.01% | 0.01% | 69 | +89,742 | 128.07% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 161,125 | 639 | 0.0% | 0.0% | 68 | -49,868 | -23.63% | Q4 2025 | Mar 20, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 156,786 | 627 | 0.0% | 0.0% | 70 | -23,400 | -12.99% | Q4 2025 | Feb 13, 2026 |
| Raiffeisen Bank International AG | History | No change | 150,000 | 607 | 0.01% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | Reduced | 151,532 | 606 | 0.0% | 0.02% | 72 | -525,529 | -77.62% | Q4 2025 | Feb 13, 2026 |
| Forest Hill Capital, LLC | History | No change | 150,250 | 601 | 0.31% | 0.75% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 144,504 | 578 | 0.0% | 0.0% | 74 | -6,749 | -4.46% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 141,759 | 567 | 0.01% | 0.01% | 75 | +80,156 | 130.12% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 136,524 | 546 | 0.0% | 0.0% | 76 | +43,583 | 46.89% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 134,413 | 538 | 0.0% | 0.0% | 77 | +18,653 | 16.11% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 126,990 | 507 | 0.0% | 0.0% | 78 | -103 | -0.08% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 126,617 | 506 | 0.0% | 0.0% | 79 | +14,774 | 13.21% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 125,883 | 503 | 0.0% | 0.0% | 80 | -246 | -0.2% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 124,177 | 496 | 0.01% | 0.0% | 81 | +102,889 | 483.32% | Q4 2025 | Jan 30, 2026 |
| Freestone Grove Partners LP | History | New | 122,696 | 490 | 0.0% | — | 82 | +122,696 | New | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 120,455 | 481 | 0.0% | 0.0% | 83 | -15,294 | -11.27% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 118,806 | 475 | 0.0% | 0.0% | 84 | +17,176 | 16.9% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 112,108 | 448 | 0.0% | 0.0% | 85 | +43,967 | 64.52% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 107,973 | 431 | 0.0% | 0.0% | 86 | +15,436 | 16.68% | Q4 2025 | Feb 17, 2026 |
| BlueCrest Capital Management Ltd | History | New | 106,300 | 425 | 0.01% | — | 87 | +106,300 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 105,044 | 420 | 0.0% | — | 88 | +105,044 | New | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 99,687 | 398 | 0.02% | 0.07% | 89 | -20,313 | -16.93% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 97,941 | 392 | 0.0% | 0.0% | 90 | +59,991 | 158.08% | Q4 2025 | Jan 09, 2026 |
| State of Wyoming | History | Added to | 78,690 | 314 | 0.03% | 0.05% | 91 | +22,294 | 39.53% | Q4 2025 | Feb 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 75,165 | 300 | 0.0% | 0.01% | 92 | -35,424 | -32.03% | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | New | 74,784 | 299 | 0.02% | — | 93 | +74,784 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 74,838 | 299 | 0.02% | 0.02% | 94 | +31,338 | 72.04% | Q4 2025 | Feb 09, 2026 |
| NATIXIS | History | No change | 73,100 | 292 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 66,339 | 265 | 0.01% | 0.02% | 96 | -92,633 | -58.27% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 63,454 | 253 | 0.0% | — | 97 | +63,454 | New | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 62,118 | 248 | 0.01% | 0.04% | 98 | -35,838 | -36.59% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | No change | 60,777 | 243 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 60,040 | 240 | 0.0% | 0.0% | 100 | +5,876 | 10.85% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 54,343 | 217 | 0.0% | 0.0% | 101 | -9,786 | -15.26% | Q4 2025 | Feb 12, 2026 |
| Voleon Capital Management LP | History | New | 51,672 | 206 | 0.0% | — | 102 | +51,672 | New | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | New | 48,800 | 195 | 0.03% | — | 103 | +48,800 | New | Q4 2025 | Feb 26, 2026 |
| AXQ CAPITAL, LP | History | New | 48,551 | 194 | 0.04% | — | 104 | +48,551 | New | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 48,211 | 192 | 0.0% | — | 105 | +48,211 | New | Q4 2025 | Feb 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 47,707 | 190 | 0.08% | 0.18% | 106 | -2,390 | -4.77% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 47,159 | 188 | 0.0% | 0.0% | 107 | +41,742 | 770.57% | Q4 2025 | Feb 11, 2026 |
| PharVision Advisers, LLC | History | Added to | 44,967 | 179 | 0.09% | 0.07% | 108 | +29,330 | 187.57% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 44,848 | 179 | 0.09% | 0.19% | 109 | +644 | 1.46% | Q4 2025 | Feb 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 44,749 | 178 | 0.0% | — | 110 | +44,749 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 43,850 | 175 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 43,688 | 174 | 0.04% | — | 112 | +43,688 | New | Q4 2025 | Feb 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 43,206 | 172 | 0.0% | 0.01% | 113 | -395,725 | -90.16% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 42,700 | 170 | 0.0% | 0.0% | 114 | -647 | -1.49% | Q4 2025 | Feb 13, 2026 |
| One68 Global Capital, LLC | History | New | 41,514 | 166 | 1.96% | — | 116 | +41,514 | New | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | Added to | 41,514 | 166 | 0.02% | 0.02% | 115 | +11,514 | 38.38% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,352 | 161 | 0.0% | 0.0% | 117 | +15,746 | 63.99% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 37,177 | 150 | 0.0% | 0.0% | 118 | -4,845 | -11.53% | Q4 2025 | Jan 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 36,498 | 145 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 35,348 | 141 | 0.0% | 0.0% | 120 | -7,052 | -16.63% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 32,544 | 130 | 0.0% | 0.0% | 121 | -4,788 | -12.83% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 32,506 | 130 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 31,444 | 125 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ERn Financial, LLC | History | No change | 29,574 | 118 | 0.02% | 0.05% | 124 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Acropolis Investment Management, LLC | History | New | 28,000 | 112 | 0.01% | — | 125 | +28,000 | New | Q4 2025 | Jan 14, 2026 |
| Arizona State Retirement System | History | Reduced | 27,789 | 111 | 0.0% | 0.0% | 126 | -1,740 | -5.89% | Q4 2025 | Jan 28, 2026 |
| nVerses Capital, LLC | History | New | 27,176 | 108 | 0.24% | — | 127 | +27,176 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 26,559 | 106 | 0.0% | — | 128 | +26,559 | New | Q4 2025 | Feb 23, 2026 |
| WINTON GROUP Ltd | History | New | 21,972 | 87 | 0.0% | — | 129 | +21,972 | New | Q4 2025 | Feb 11, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 21,696 | 86 | 0.22% | — | 131 | +21,696 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,688 | 86 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 21,449 | 85 | 0.0% | 0.0% | 132 | +1,381 | 6.88% | Q4 2025 | Feb 06, 2026 |
| Centiva Capital, LP | History | New | 21,136 | 84 | 0.0% | — | 133 | +21,136 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 20,700 | 82 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealthfront Advisers LLC | History | New | 19,947 | 79 | 0.0% | — | 135 | +19,947 | New | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | New | 19,497 | 77 | 0.0% | — | 136 | +19,497 | New | Q4 2025 | Feb 13, 2026 |
| RPO LLC | History | New | 17,673 | 70 | 0.01% | — | 137 | +17,673 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 17,409 | 69 | 0.0% | — | 138 | +17,409 | New | Q4 2025 | Jan 27, 2026 |
| ExodusPoint Capital Management, LP | History | New | 16,569 | 66 | 0.0% | — | 139 | +16,569 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,598 | 65 | 0.0% | — | 140 | +16,598 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 16,000 | 64 | 0.0% | 0.0% | 141 | -5,400 | -25.23% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 14,070 | 56 | 0.0% | 0.0% | 142 | -8,735,926 | -99.84% | Q4 2025 | Feb 17, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 14,000 | 56 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 13,322 | 53 | 0.0% | — | 144 | +13,322 | New | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,397 | 53 | 0.0% | 0.0% | 145 | -1,886 | -12.34% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 13,169 | 52 | 0.0% | 0.0% | 146 | -122 | -0.92% | Q4 2025 | Feb 03, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 12,875 | 51 | 0.02% | 0.19% | 147 | -37,400 | -74.39% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | New | 12,399 | 49 | 0.0% | — | 149 | +12,399 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,148 | 49 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,442 | 49 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,037 | 48 | 0.0% | 0.0% | 151 | +212 | 1.79% | Q4 2025 | Jan 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 11,855 | 47 | 0.0% | 0.0% | 152 | -1,306 | -9.92% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,521 | 46 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,360 | 45 | 0.0% | 0.0% | 154 | +505 | 4.65% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,446 | 45 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,974 | 43 | 0.0% | 0.0% | 156 | -10,004 | -47.69% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,902 | 43 | 0.0% | 0.0% | 157 | +2,342 | 27.36% | Q4 2025 | Jan 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 10,143 | 40 | 0.0% | 0.0% | 158 | -20,324 | -66.71% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,805 | 39 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 7,989 | 31 | 0.0% | 0.0% | 160 | -15,100 | -65.4% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,662 | 26 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 6,256 | 25 | 0.01% | 0.06% | 162 | -16,601 | -72.63% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,303 | 21 | 0.0% | — | 163 | +5,283 | 26415.0% | Q4 2025 | Mar 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,045 | 20 | 0.0% | 0.02% | 164 | -139,363 | -96.51% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,687 | 15 | 0.0% | 0.0% | 165 | -273 | -6.89% | Q4 2025 | Feb 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,591 | 14 | 0.0% | 0.0% | 166 | +3,197 | 811.42% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 3,619 | 14 | 0.0% | 0.0% | 168 | +1,925 | 113.64% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,736 | 14 | 0.0% | 0.0% | 167 | +338 | 9.95% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Added to | 3,320 | 13 | 0.0% | 0.0% | 169 | +695 | 26.48% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 3,000 | 12 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,843 | 11 | 0.0% | 0.0% | 171 | +1,412 | 98.67% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,504 | 10 | 0.0% | 0.0% | 173 | +2,175 | 661.09% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,736 | 10 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 2,052 | 8 | 0.0% | — | 175 | +2,052 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,225 | 8 | 0.0% | 0.0% | 174 | -438 | -16.45% | Q4 2025 | Feb 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,768 | 7 | 0.0% | — | 176 | +1,768 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 1,500 | 6 | 0.0% | 0.05% | 179 | -8,225 | -84.58% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,728 | 6 | 0.0% | 0.0% | 178 | +241 | 16.21% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,658 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,315 | 5 | 0.0% | — | 180 | +1,207 | 1117.59% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,195 | 4 | 0.0% | 0.0% | 181 | -2,200 | -64.8% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 774 | 3 | 0.0% | — | 187 | +688 | 800.0% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 492 | 3 | 0.0% | — | 182 | +492 | New | Q4 2025 | Feb 11, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 950 | 3 | 0.0% | 0.0% | 184 | +450 | 90.0% | Q4 2025 | Jan 22, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 987 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Banque Cantonale Vaudoise | History | No change | 778 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 892 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 608 | 2 | 0.0% | — | 188 | +608 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 618 | 2 | 0.0% | — | 190 | +583 | 1665.71% | Q4 2025 | Jan 23, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 503 | 2 | 0.0% | — | 189 | +503 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 418 | 1 | 0.0% | 0.0% | 193 | -989 | -70.29% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 482 | 1 | 0.0% | — | 194 | +386 | 402.08% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 275 | 1 | 0.0% | 0.0% | 195 | +145 | 111.54% | Q4 2025 | Jan 15, 2026 |
| Leonteq Securities AG | History | Reduced | 462 | 1 | 0.0% | 0.0% | 192 | -140 | -23.26% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 318 | 1 | 0.0% | 0.0% | 191 | +128 | 67.37% | Q4 2025 | Feb 10, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -6,292,511 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,035,475 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,799,081 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 8 KNOTS MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.69% | — | -1,768,113 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sea Cliff Partners Management, LP | History | Closed out | 0 | 0 | — | 4.75% | — | -1,466,867 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RA CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -579,052 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First Light Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -545,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.1% | — | -429,935 | -100.0% | Q3 2025 | Oct 07, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -348,549 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -259,017 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -220,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -211,418 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -201,741 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -164,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -143,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -137,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Closed out | 0 | 0 | — | 0.02% | — | -100,600 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -91,946 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -81,901 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.45% | — | -77,638 | -100.0% | Q3 2025 | Jan 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -56,337 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -54,701 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Values First Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -53,529 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -44,475 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DC Investments Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -40,600 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -37,510 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -30,410 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,594 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -25,100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Chicago Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,593 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,893 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,182 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,945 | -100.0% | Q3 2025 | Nov 06, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,761 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,248 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -12,985 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,778 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,995 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Unified Investment Management | History | Closed out | 0 | 0 | — | 0.09% | — | -10,980 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,849 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,380 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -10,031 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,522 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -4,000 | -97.56% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,703 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 104 | 0 | — | 0.01% | — | -1,522 | -93.6% | Q4 2025 | Mar 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 123 | 0 | — | 0.0% | — | -1,468 | -92.27% | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 85 | 0 | — | 0.0% | — | -829 | -90.7% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 224 | 0 | — | 0.0% | — | -742 | -76.81% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -533 | -93.84% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -479 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -117 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -117 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Elequin Capital, LP | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | Reduced | 63 | 0 | — | 0.0% | — | -58 | -47.93% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Feb 06, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 135 | 0 | — | — | — | +51 | 60.71% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 145 | 0 | — | — | — | +45 | 45.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CoreCap Advisors, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | Added to | 46 | 0 | — | — | — | +34 | 283.33% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 23 | 0 | — | — | — | +18 | 360.0% | Q4 2025 | Jan 08, 2026 |
| Dunhill Financial, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |