EXPONENT INC - EXPO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,164,467 | 428,183 | 0.01% | 0.01% | 1 | +95,831 | 1.58% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,143,010 | 357,233 | 0.01% | 0.01% | 2 | -107,743 | -2.05% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 4,143,107 | 287,780 | 0.77% | 0.76% | 3 | -346,640 | -7.72% | Q4 2025 | Feb 13, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 2,392,499 | 166,182 | 2.8% | 2.63% | 4 | +31,303 | 1.33% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Reduced | 1,855,626 | 128,891 | 0.0% | 0.0% | 5 | -1,818 | -0.1% | Q4 2025 | Feb 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 1,727,401 | 119,985 | 2.25% | 2.21% | 6 | -131,284 | -7.06% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,590,205 | 110,468 | 0.01% | 0.01% | 7 | -3,081 | -0.19% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,478,536 | 102,699 | 0.08% | 0.08% | 8 | -84,654 | -5.42% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,154,210 | 80,171 | 0.0% | 0.0% | 9 | +39,865 | 3.58% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 898,615 | 62,419 | 0.01% | 0.01% | 10 | +2,654 | 0.3% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 898,343 | 62,398 | 0.05% | 0.03% | 11 | +318,209 | 54.85% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 740,274 | 51,419 | 0.01% | 0.01% | 12 | +6,920 | 0.94% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 736,619 | 51,165 | 0.01% | — | 13 | +736,619 | New | Q4 2025 | Feb 10, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 668,102 | 46,761 | 0.22% | 0.23% | 14 | -37,176 | -5.27% | Q4 2025 | Feb 06, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 652,109 | 45,295 | 0.46% | 0.26% | 15 | +276,889 | 73.79% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 600,966 | 41,743 | 0.01% | 0.01% | 16 | -107,818 | -15.21% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 581,878 | 40,417 | 0.01% | 0.01% | 17 | +15,440 | 2.73% | Q4 2025 | Feb 19, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 554,193 | 38,494 | 0.72% | 0.57% | 18 | +71,178 | 14.74% | Q4 2025 | Jan 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 547,737 | 38,045 | 0.02% | 0.01% | 19 | +293,075 | 115.08% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 537,086 | 37,305 | 0.0% | 0.0% | 20 | -87,194 | -13.97% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 523,704 | 36,376 | 0.05% | 0.04% | 21 | +95,088 | 22.18% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 520,453 | 36,150 | 0.04% | 0.05% | 22 | +49,428 | 10.49% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 516,095 | 35,847 | 0.01% | 0.01% | 23 | -13,349 | -2.52% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 476,974 | 33,130 | 0.0% | 0.0% | 24 | +128,975 | 37.06% | Q4 2025 | Mar 25, 2026 |
| BAMCO INC /NY/ | History | Reduced | 470,868 | 32,706 | 0.09% | 0.09% | 25 | -31,581 | -6.29% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 462,027 | 32,092 | 0.01% | 0.01% | 26 | +50,860 | 12.37% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 392,638 | 27,272 | 0.01% | 0.01% | 27 | -122,877 | -23.84% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 377,500 | 26,221 | 0.05% | 0.05% | 28 | +47,700 | 14.46% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 368,991 | 25,630 | 0.04% | 0.04% | 29 | +8,430 | 2.34% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 368,655 | 25,606 | 0.0% | 0.0% | 30 | -111,969 | -23.3% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 314,203 | 21,824 | 0.09% | 0.07% | 31 | +59,903 | 23.56% | Q4 2025 | Jan 29, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 296,001 | 20,560 | 1.12% | 1.18% | 32 | -7,072 | -2.33% | Q4 2025 | Jan 22, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 266,892 | 18,538 | 0.39% | 0.32% | 33 | +40,417 | 17.85% | Q4 2025 | Feb 02, 2026 |
| EULAV Asset Management | History | Reduced | 262,100 | 18,205 | 0.49% | 0.5% | 34 | -49,500 | -15.89% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 260,998 | 18,128 | 0.01% | 0.01% | 35 | -143,461 | -35.47% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 252,143 | 17,513 | 0.01% | 0.01% | 36 | +5,146 | 2.08% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 241,120 | 16,748 | 0.0% | 0.0% | 37 | -48,523 | -16.75% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 219,724 | 15,262 | 0.0% | 0.0% | 38 | +105,930 | 93.09% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 209,135 | 14,526 | 0.0% | — | 39 | +209,135 | New | Q4 2025 | Feb 17, 2026 |
| Granite Investment Partners, LLC | History | Added to | 206,221 | 14,324 | 0.85% | 0.31% | 40 | +126,869 | 159.88% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 205,618 | 14,282 | 0.01% | 0.01% | 41 | -78,207 | -27.55% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 196,995 | 13,683 | 0.0% | 0.0% | 42 | +22,020 | 12.58% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 195,822 | 13,603 | 0.01% | 0.01% | 43 | +41,779 | 27.12% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 191,611 | 13,309 | 0.05% | 0.06% | 44 | -63,536 | -24.9% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 180,738 | 12,554 | 0.0% | 0.0% | 45 | -571 | -0.31% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 176,404 | 12,253 | 0.0% | 0.0% | 46 | +40,359 | 29.67% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 173,372 | 12,042 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 168,700 | 11,717 | 0.01% | 0.0% | 48 | +76,000 | 81.98% | Q4 2025 | Feb 17, 2026 |
| BLI - Banque de Luxembourg Investments | History | Added to | 162,649 | 11,426 | 0.34% | 0.32% | 49 | +2,149 | 1.34% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 156,148 | 10,846 | 0.0% | 0.01% | 50 | -43,352 | -21.73% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 155,391 | 10,793 | 0.01% | 0.01% | 51 | -15,594 | -9.12% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 149,616 | 10,392 | 0.01% | 0.0% | 52 | +9,993 | 7.16% | Q4 2025 | Feb 02, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 143,440 | 9,963 | 0.16% | 0.02% | 53 | +122,040 | 570.28% | Q4 2025 | Feb 17, 2026 |
| PineStone Asset Management Inc. | History | Added to | 139,494 | 9,689 | 0.06% | 0.06% | 54 | +8,200 | 6.25% | Q4 2025 | Jan 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 137,263 | 9,534 | 0.0% | 0.0% | 55 | +38,966 | 39.64% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 125,920 | 8,746 | 0.0% | 0.0% | 56 | +49,728 | 65.27% | Q4 2025 | Feb 12, 2026 |
| Montanaro Asset Management Ltd | History | Reduced | 120,500 | 8,369 | 2.33% | 2.11% | 57 | -1,100 | -0.9% | Q4 2025 | Mar 10, 2026 |
| DF DENT & CO INC | History | Reduced | 119,183 | 8,278 | 0.12% | 0.18% | 58 | -77,775 | -39.49% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 119,125 | 8,274 | 0.01% | 0.02% | 59 | -26,728 | -18.33% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 115,000 | 7,987 | 0.01% | 6.1% | 60 | +96,084 | 507.95% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 112,873 | 7,840 | 0.01% | 0.01% | 62 | +15,300 | 15.68% | Q4 2025 | Jan 09, 2026 |
| ALPS ADVISORS INC | History | Reduced | 112,885 | 7,840 | 0.05% | 0.05% | 61 | -7,421 | -6.17% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 108,567 | 7,541 | 0.03% | 0.03% | 63 | +17,162 | 18.78% | Q4 2025 | Jan 28, 2026 |
| MARSHALL WACE, LLP | History | New | 100,399 | 6,973 | 0.01% | — | 64 | +100,399 | New | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 99,600 | 6,918 | 0.0% | 0.0% | 65 | +1,200 | 1.22% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 98,614 | 6,849 | 0.0% | 0.0% | 66 | -1,061 | -1.06% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 95,464 | 6,631 | 0.01% | 0.01% | 67 | -18,524 | -16.25% | Q4 2025 | Feb 13, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 95,300 | 6,619 | 0.11% | 0.09% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 92,167 | 6,401 | 0.01% | 0.01% | 69 | -5,734 | -5.86% | Q4 2025 | Feb 06, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 91,225 | 6,336 | 0.11% | 0.11% | 70 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Retirement Systems of Alabama | History | Reduced | 89,473 | 6,214 | 0.02% | 0.02% | 71 | -1,185 | -1.31% | Q4 2025 | Jan 15, 2026 |
| Trexquant Investment LP | History | Added to | 88,255 | 6,130 | 0.05% | 0.04% | 72 | +26,149 | 42.1% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 87,467 | 6,075 | 0.0% | 0.0% | 73 | -197 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 86,123 | 5,982 | 0.0% | 0.0% | 74 | +41,771 | 94.18% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 84,210 | 5,849 | 0.02% | 0.01% | 75 | +20,584 | 32.35% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 83,544 | 5,802 | 0.11% | — | 76 | +83,544 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 80,536 | 5,594 | 0.0% | 0.0% | 77 | -3,145 | -3.76% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 76,162 | 5,290 | 0.06% | 0.06% | 78 | -2,912 | -3.68% | Q4 2025 | Feb 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 67,416 | 4,682 | 0.02% | — | 79 | +67,416 | New | Q4 2025 | Feb 13, 2026 |
| Vest Financial, LLC | History | Added to | 62,350 | 4,330 | 0.05% | 0.03% | 80 | +25,537 | 69.37% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 60,592 | 4,208 | 0.0% | 0.0% | 81 | -9,332 | -13.35% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 54,581 | 3,791 | 0.0% | 0.01% | 82 | -64,239 | -54.06% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 52,115 | 3,619 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 51,881 | 3,603 | 0.02% | 0.02% | 84 | -2,825 | -5.16% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 51,426 | 3,572 | 0.0% | 0.0% | 85 | +24,110 | 88.26% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 48,306 | 3,355 | 0.0% | — | 86 | +48,306 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 48,078 | 3,339 | 0.0% | 0.0% | 87 | +6,353 | 15.23% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 47,777 | 3,318 | 0.0% | 0.0% | 88 | +888 | 1.89% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 47,525 | 3,302 | 0.0% | 0.0% | 89 | +4,550 | 10.59% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,200 | 3,209 | 0.0% | 0.0% | 90 | +17,500 | 60.98% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Reduced | 45,450 | 3,156 | 0.07% | 0.1% | 91 | -14,239 | -23.86% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 43,157 | 2,997 | 0.0% | 0.01% | 92 | -233,175 | -84.38% | Q4 2025 | Feb 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 42,823 | 2,974 | 0.14% | 0.12% | 93 | -2,217 | -4.92% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 42,708 | 2,966 | 0.0% | 0.0% | 94 | +17,842 | 71.75% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 42,002 | 2,917 | 0.08% | 0.09% | 95 | -1,931 | -4.4% | Q4 2025 | Feb 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 41,435 | 2,878 | 0.85% | 0.74% | 96 | +1,535 | 3.85% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 39,972 | 2,776 | 0.01% | 0.01% | 97 | -1,863 | -4.45% | Q4 2025 | Jan 30, 2026 |
| Engineers Gate Manager LP | History | Added to | 39,750 | 2,761 | 0.03% | 0.01% | 98 | +25,929 | 187.61% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 38,173 | 2,651 | 0.01% | 0.01% | 99 | -3,389 | -8.15% | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 37,297 | 2,590 | 0.12% | 0.08% | 100 | +21,661 | 138.53% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 36,925 | 2,565 | 0.01% | 0.01% | 101 | -7,027 | -15.99% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 36,610 | 2,543 | 0.0% | 0.0% | 102 | +29,600 | 422.25% | Q4 2025 | Jan 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 35,989 | 2,499 | 0.0% | 0.01% | 103 | -26,980 | -42.85% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,927 | 2,217 | 0.0% | 0.0% | 104 | -4,145 | -11.49% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 31,368 | 2,178 | 0.01% | 0.01% | 105 | +1,188 | 3.94% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | Reduced | 30,800 | 2,139 | 0.0% | 0.01% | 106 | -20,335 | -39.77% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 30,171 | 2,095 | 0.05% | 0.07% | 107 | -10,428 | -25.69% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 29,440 | 2,044 | 0.03% | 0.04% | 108 | -3,163 | -9.7% | Q4 2025 | Feb 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 28,546 | 1,983 | 0.0% | 0.0% | 109 | -8,605 | -23.16% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 28,302 | 1,965 | 0.0% | 0.0% | 110 | +12,575 | 79.96% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 26,211 | 1,820 | 0.0% | 0.0% | 111 | +5,705 | 27.82% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 24,948 | 1,732 | 0.0% | 0.0% | 112 | -2,580 | -9.37% | Q4 2025 | Feb 18, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 24,775 | 1,720 | 0.07% | 0.01% | 113 | +21,978 | 785.77% | Q4 2025 | Feb 09, 2026 |
| MIROVA | History | Reduced | 24,166 | 1,678 | 0.24% | 0.26% | 114 | -2,079 | -7.92% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 23,413 | 1,626 | 0.01% | — | 115 | +23,413 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 23,384 | 1,624 | 0.02% | 0.03% | 116 | -8,658 | -27.02% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,223 | 1,613 | 0.03% | 0.04% | 117 | -94 | -0.4% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 22,201 | 1,541 | 0.0% | 0.0% | 118 | +1,904 | 9.38% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 22,117 | 1,536 | 0.09% | 0.05% | 119 | +11,173 | 102.09% | Q4 2025 | Feb 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 21,037 | 1,461 | 0.01% | 0.01% | 120 | -1,134 | -5.11% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 20,850 | 1,448 | 0.01% | 0.01% | 121 | +6,513 | 45.43% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | New | 20,100 | 1,396 | 0.01% | — | 122 | +20,100 | New | Q4 2025 | Feb 19, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 19,262 | 1,337 | 0.01% | 0.01% | 123 | -2,918 | -13.16% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 19,020 | 1,321 | 0.02% | 0.01% | 124 | +353 | 1.89% | Q4 2025 | Feb 05, 2026 |
| TWINBEECH CAPITAL LP | History | New | 18,771 | 1,303 | 0.09% | — | 125 | +18,771 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 18,500 | 1,285 | 0.0% | 0.01% | 126 | +200 | 1.09% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Reduced | 17,802 | 1,236 | 0.01% | 0.01% | 127 | -58 | -0.32% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 17,535 | 1,218 | 0.1% | 0.1% | 128 | +675 | 4.0% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 17,490 | 1,214 | 0.01% | 0.01% | 129 | -1,428 | -7.55% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 17,467 | 1,213 | 0.0% | 0.0% | 130 | +15 | 0.09% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 17,267 | 1,199 | 0.01% | 0.02% | 131 | -10,000 | -36.67% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 17,101 | 1,188 | 0.0% | 0.0% | 132 | +2,014 | 13.35% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,086 | 1,186 | 0.0% | 0.0% | 133 | +8,157 | 91.35% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,920 | 1,175 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,625 | 1,146 | 0.01% | 0.01% | 135 | -373 | -2.33% | Q4 2025 | Jan 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,046 | 1,114 | 0.0% | 0.0% | 136 | +13,166 | 457.15% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,409 | 1,000 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 14,030 | 974 | 0.01% | 0.01% | 138 | -954 | -6.37% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,800 | 958 | 0.02% | 0.02% | 139 | -300 | -2.13% | Q4 2025 | Jan 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 13,470 | 935 | 0.01% | 0.01% | 140 | -604 | -4.29% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 13,392 | 930 | 0.03% | 0.03% | 141 | -324 | -2.36% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,158 | 913 | 0.01% | 0.0% | 142 | +7,551 | 134.67% | Q4 2025 | Feb 03, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,900 | 896 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 12,593 | 874 | 0.02% | 0.02% | 144 | -740 | -5.55% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,484 | 867 | 0.0% | 0.0% | 145 | -477 | -3.68% | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 11,800 | 819 | 0.0% | 0.0% | 146 | -200 | -1.67% | Q4 2025 | Jan 29, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 11,473 | 799 | 0.0% | 0.0% | 147 | +4,006 | 53.65% | Q4 2025 | Mar 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,499 | 798 | 0.0% | 0.0% | 148 | +4,641 | 67.67% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,331 | 787 | 0.0% | 0.0% | 149 | -368 | -3.15% | Q4 2025 | Feb 05, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,945 | 786 | 0.0% | 0.0% | 150 | -468 | -4.1% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 11,162 | 775 | 0.01% | 0.01% | 151 | -95 | -0.84% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 11,081 | 769 | 0.02% | — | 152 | +11,081 | New | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 10,727 | 745 | 0.0% | 0.0% | 153 | +4,798 | 80.92% | Q4 2025 | Jan 26, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,709 | 743 | 0.0% | 0.0% | 154 | +516 | 5.06% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 10,515 | 730 | 0.0% | 0.0% | 155 | +1,418 | 15.59% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,343 | 718 | 0.0% | — | 156 | +10,343 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,329 | 717 | 0.0% | 0.0% | 157 | +3,080 | 42.49% | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,300 | 715 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,925 | 689 | 0.01% | 0.01% | 159 | -200 | -1.98% | Q4 2025 | Feb 04, 2026 |
| WASHINGTON TRUST BANK | History | New | 9,608 | 667 | 0.05% | — | 160 | +9,608 | New | Q4 2025 | Feb 04, 2026 |
| Jump Financial, LLC | History | Added to | 9,300 | 645 | 0.01% | 0.01% | 161 | +481 | 5.45% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,776 | 644 | 0.0% | 0.0% | 162 | +2,330 | 36.15% | Q4 2025 | Jan 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,151 | 635 | 0.0% | 0.0% | 163 | -49 | -0.53% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 8,665 | 602 | 0.02% | — | 164 | +8,665 | New | Q4 2025 | Feb 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,660 | 601 | 0.0% | 0.0% | 165 | +241 | 2.86% | Q4 2025 | Feb 06, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 8,554 | 594 | 0.25% | 0.23% | 166 | +551 | 6.88% | Q4 2025 | Jan 14, 2026 |
| Callan Family Office, LLC | History | New | 8,497 | 590 | 0.01% | — | 168 | +8,497 | New | Q4 2025 | Feb 12, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 8,498 | 590 | 0.21% | 0.17% | 167 | -3,168 | -27.16% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 8,445 | 586 | 0.0% | 0.0% | 169 | +3,894 | 85.56% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,051 | 559 | 0.0% | 0.0% | 170 | +708 | 9.64% | Q4 2025 | Jan 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,796 | 540 | 0.01% | 0.01% | 171 | -398 | -4.86% | Q4 2025 | Jan 23, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,763 | 539 | 0.0% | 0.0% | 172 | -3,919 | -33.55% | Q4 2025 | Feb 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,571 | 525 | 0.07% | — | 173 | +7,571 | New | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Reduced | 7,544 | 524 | 0.06% | 0.23% | 174 | -15,907 | -67.83% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 7,248 | 503 | 0.01% | 0.02% | 175 | -4,994 | -40.79% | Q4 2025 | Feb 05, 2026 |
| SUMMITRY LLC | History | Added to | 7,081 | 491 | 0.02% | 0.02% | 176 | +1,229 | 21.0% | Q4 2025 | Feb 09, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,000 | 486 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,915 | 480 | 0.0% | 0.0% | 178 | +2,097 | 43.52% | Q4 2025 | Mar 09, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,894 | 478 | 0.0% | 0.0% | 179 | -8,278 | -54.56% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,832 | 474 | 0.0% | 0.0% | 180 | -195 | -2.78% | Q4 2025 | Feb 12, 2026 |
| AVIVA PLC | History | Reduced | 6,781 | 471 | 0.0% | 0.0% | 181 | -29 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Added to | 6,709 | 466 | 0.04% | 0.04% | 182 | +172 | 2.63% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 6,581 | 457 | 0.01% | 0.0% | 183 | +3,693 | 127.87% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 6,547 | 454 | 0.04% | 0.08% | 184 | -4,237 | -39.29% | Q4 2025 | Feb 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 5,952 | 442 | 0.03% | 0.05% | 185 | -4,404 | -42.53% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,146 | 426 | 0.0% | 0.0% | 186 | +3,476 | 130.19% | Q4 2025 | Feb 02, 2026 |
| XPONANCE LLC | History | Reduced | 6,111 | 424 | 0.0% | 0.0% | 187 | -1,036 | -14.5% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 5,934 | 412 | 0.0% | 0.03% | 188 | -69,364 | -92.12% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,909 | 410 | 0.0% | 0.0% | 189 | -512 | -7.97% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 5,824 | 404 | 0.01% | — | 190 | +5,824 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,752 | 399 | 0.0% | 0.0% | 191 | -1,404 | -19.62% | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,754 | 399 | 0.0% | 0.0% | 192 | +135 | 2.4% | Q4 2025 | Feb 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 5,611 | 390 | 0.09% | — | 193 | +5,611 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,476 | 380 | 0.0% | 0.0% | 194 | -142 | -2.53% | Q4 2025 | Feb 09, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 5,484 | 380 | 0.13% | 0.14% | 195 | -140 | -2.49% | Q4 2025 | Feb 09, 2026 |
| Gibbs Wealth Management | History | Reduced | 5,055 | 377 | 0.09% | 0.09% | 196 | -631 | -11.1% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,385 | 374 | 0.0% | 0.0% | 197 | +728 | 15.63% | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | New | 5,196 | 360 | 0.01% | — | 198 | +5,196 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,163 | 358 | 0.0% | 0.0% | 199 | -3,094 | -37.47% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 5,160 | 358 | 0.04% | 0.06% | 200 | -1,415 | -21.52% | Q4 2025 | Jan 21, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,130 | 356 | 0.0% | 0.0% | 201 | -6 | -0.12% | Q4 2025 | Feb 13, 2026 |
| SP Asset Management LLC | History | No change | 4,941 | 343 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,885 | 339 | 0.0% | 0.0% | 203 | -1,684 | -25.64% | Q4 2025 | Feb 06, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,852 | 337 | 0.0% | — | 204 | +4,852 | New | Q4 2025 | Feb 04, 2026 |
| Certified Advisory Corp | History | No change | 4,723 | 328 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BetterWealth, LLC | History | Reduced | 4,666 | 324 | 0.07% | 0.08% | 206 | -21 | -0.45% | Q4 2025 | Jan 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,590 | 318 | 0.0% | 0.0% | 207 | -79 | -1.69% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Reduced | 4,468 | 310 | 0.02% | 0.03% | 208 | -506 | -10.17% | Q4 2025 | Jan 13, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 4,459 | 309 | 0.03% | — | 209 | +4,459 | New | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 4,411 | 306 | 0.04% | — | 210 | +4,411 | New | Q4 2025 | Jan 23, 2026 |
| Impact Capital Partners LLC | History | Added to | 4,384 | 304 | 0.09% | 0.08% | 211 | +466 | 11.89% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,319 | 300 | 0.0% | 0.0% | 212 | -1,983 | -31.47% | Q4 2025 | Feb 05, 2026 |
| Entropy Technologies, LP | History | Added to | 4,326 | 300 | 0.02% | 0.02% | 213 | +92 | 2.17% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,256 | 295 | 0.0% | 0.0% | 214 | -2,448 | -36.52% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | New | 4,231 | 293 | 0.02% | — | 215 | +4,231 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 4,091 | 284 | 0.0% | 0.01% | 216 | -40,009 | -90.72% | Q4 2025 | Feb 13, 2026 |
| SATURNA CAPITAL CORP | History | No change | 4,000 | 277 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,834 | 266 | 0.0% | 0.0% | 218 | -7,050 | -64.77% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 3,815 | 265 | 0.0% | 0.2% | 219 | -323,152 | -98.83% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,801 | 264 | 0.0% | 0.0% | 220 | -440 | -10.37% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 3,743 | 263 | 0.0% | 0.0% | 221 | -4,238 | -53.1% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 3,768 | 261 | 0.01% | 0.01% | 222 | +357 | 10.47% | Q4 2025 | Jan 28, 2026 |
| Magnetar Financial LLC | History | New | 3,749 | 260 | 0.0% | — | 223 | +3,749 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 3,728 | 258 | 0.0% | 0.0% | 224 | -40 | -1.06% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,725 | 258 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 3,668 | 254 | 0.0% | — | 226 | +3,668 | New | Q4 2025 | Feb 09, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 3,648 | 253 | 0.0% | 0.0% | 227 | +9 | 0.25% | Q4 2025 | Feb 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,626 | 251 | 0.01% | 0.01% | 228 | -100 | -2.68% | Q4 2025 | Feb 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 3,595 | 249 | 0.04% | — | 229 | +3,595 | New | Q4 2025 | Feb 03, 2026 |
| LVW Advisors, LLC | History | Reduced | 3,545 | 246 | 0.02% | 0.03% | 230 | -981 | -21.67% | Q4 2025 | Jan 14, 2026 |
| Hardy Reed LLC | History | Added to | 3,543 | 246 | 0.02% | 0.02% | 231 | +371 | 11.7% | Q4 2025 | Feb 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,541 | 245 | 0.01% | 0.04% | 232 | -26,557 | -88.24% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 3,435 | 238 | 0.0% | 0.0% | 233 | +477 | 16.13% | Q4 2025 | Jan 26, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 3,390 | 235 | 0.03% | — | 234 | +3,390 | New | Q4 2025 | Feb 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 3,369 | 234 | 0.0% | 0.0% | 235 | -14,527 | -81.17% | Q4 2025 | Jan 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,368 | 233 | 0.01% | — | 237 | +3,368 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,365 | 233 | 0.0% | — | 236 | +3,365 | New | Q4 2025 | Feb 12, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 3,355 | 233 | 0.11% | 0.12% | 238 | -272 | -7.5% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,340 | 232 | 0.0% | 0.0% | 239 | +2,566 | 331.52% | Q4 2025 | Mar 16, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 3,174 | 222 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| nVerses Capital, LLC | History | New | 3,144 | 218 | 0.49% | — | 241 | +3,144 | New | Q4 2025 | Feb 17, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 3,075 | 213 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | New | 2,974 | 206 | 0.0% | — | 243 | +2,974 | New | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,916 | 202 | 0.0% | 0.01% | 244 | -3,303 | -53.11% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | New | 2,880 | 200 | 0.01% | — | 245 | +2,880 | New | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 2,671 | 186 | 0.1% | 0.13% | 246 | -724 | -21.33% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,650 | 184 | 0.01% | 0.02% | 247 | -4,251 | -61.6% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 2,373 | 164 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Redwood Park Advisors LLC | History | Added to | 2,263 | 157 | 0.11% | 0.1% | 249 | +2 | 0.09% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,248 | 156 | 0.0% | 0.0% | 250 | -2,263 | -50.17% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 2,000 | 138 | 0.0% | 0.0% | 251 | +200 | 11.11% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,972 | 136 | 0.0% | 0.0% | 252 | +1,793 | 1001.68% | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | New | 1,648 | 114 | 0.08% | — | 253 | +1,648 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,589 | 110 | 0.0% | 0.0% | 254 | -173 | -9.82% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,493 | 103 | 0.01% | 0.01% | 255 | -63 | -4.05% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,456 | 101 | 0.0% | 0.0% | 256 | +762 | 109.8% | Q4 2025 | Jan 20, 2026 |
| KBC Group NV | History | No change | 1,439 | 100 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,256 | 88 | 0.0% | — | 258 | +1,256 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,128 | 78 | 0.0% | — | 259 | +1,128 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,102 | 76 | 0.0% | 0.0% | 262 | -1,985 | -64.3% | Q4 2025 | Jan 23, 2026 |
| State of Wyoming | History | Reduced | 1,107 | 76 | 0.01% | 0.02% | 261 | -1,530 | -58.02% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,099 | 76 | 0.0% | 0.0% | 260 | +57 | 5.47% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,044 | 72 | 0.01% | 0.0% | 263 | +689 | 194.08% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 907 | 63 | 0.0% | 0.0% | 264 | +511 | 129.04% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Added to | 904 | 62 | 0.0% | 0.0% | 265 | +320 | 54.79% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 884 | 61 | 0.01% | 0.06% | 266 | -415 | -31.95% | Q4 2025 | Mar 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 695 | 48 | 0.0% | 0.0% | 267 | -201 | -22.43% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | No change | 702 | 48 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 687 | 47 | 0.0% | 0.01% | 269 | -283 | -29.18% | Q4 2025 | Jan 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 636 | 44 | 0.0% | 0.0% | 270 | -746 | -53.98% | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | Added to | 576 | 40 | 0.0% | 0.0% | 272 | +193 | 50.39% | Q4 2025 | Jan 05, 2026 |
| HM PAYSON & CO | History | No change | 589 | 40 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 555 | 38 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 504 | 37 | 0.0% | 0.0% | 274 | -12 | -2.33% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Reduced | 523 | 36 | 0.0% | 0.0% | 275 | -630 | -54.64% | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 520 | 36 | 0.0% | 0.0% | 276 | +151 | 40.92% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | No change | 484 | 33 | 0.02% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 466 | 32 | 0.0% | 0.0% | 279 | -2,277 | -83.01% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 469 | 32 | 0.0% | — | 278 | +469 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 405 | 28 | 0.0% | — | 280 | +405 | New | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | No change | 402 | 27 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 385 | 26 | 0.0% | 0.0% | 282 | -309 | -44.52% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 352 | 24 | 0.0% | 0.0% | 283 | +290 | 467.74% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 354 | 24 | 0.0% | 0.0% | 284 | -102 | -22.37% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 330 | 22 | 0.0% | 0.0% | 285 | +207 | 168.29% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 291 | 20 | 0.0% | 0.0% | 287 | +227 | 354.69% | Q4 2025 | Jan 07, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 20 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 263 | 18 | 0.01% | 0.02% | 289 | -205 | -43.8% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 269 | 18 | 0.0% | 0.0% | 288 | +91 | 51.12% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 260 | 17 | 0.0% | — | 290 | +260 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 231 | 16 | 0.0% | 0.0% | 291 | -32 | -12.17% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 227 | 15 | 0.0% | 0.0% | 292 | +169 | 291.38% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 219 | 15 | 0.0% | 0.0% | 293 | +10 | 4.78% | Q4 2025 | Feb 06, 2026 |
| West Branch Capital LLC | History | No change | 170 | 11 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 134 | 9 | 0.0% | 0.0% | 296 | +52 | 63.41% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 136 | 9 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 138 | 9 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 129 | 8 | 0.01% | — | 299 | +129 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 120 | 8 | 0.0% | — | 298 | +120 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 101 | 7 | 0.0% | — | 301 | +101 | New | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 105 | 7 | 0.0% | 0.0% | 302 | -8 | -7.08% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 109 | 7 | 0.0% | 0.0% | 300 | +6 | 5.83% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 87 | 6 | 0.0% | 0.0% | 303 | -177 | -67.05% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 96 | 6 | 0.0% | — | 305 | +85 | 772.73% | Q4 2025 | Jan 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 90 | 6 | 0.0% | 0.0% | 304 | -2 | -2.17% | Q4 2025 | Jan 20, 2026 |
| Kemnay Advisory Services Inc. | History | New | 86 | 5 | 0.0% | — | 306 | +86 | New | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | New | 84 | 5 | 0.0% | — | 308 | +84 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 72 | 5 | 0.0% | 0.0% | 307 | +2 | 2.86% | Q4 2025 | Feb 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 65 | 4 | 0.0% | — | 312 | +65 | New | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | New | 58 | 4 | 0.0% | — | 313 | +58 | New | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 54 | 4 | 0.0% | — | 314 | +54 | New | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 63 | 4 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 67 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leonteq Securities AG | History | No change | 62 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | Reduced | 48 | 3 | 0.0% | 0.0% | 316 | -23 | -32.39% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 48 | 3 | 0.0% | 0.0% | 318 | +14 | 41.18% | Q4 2025 | Jan 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 44 | 3 | 0.0% | 0.0% | 315 | +3 | 7.32% | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 55 | 3 | 0.0% | 0.0% | 317 | +2 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | New | 32 | 2 | 0.0% | — | 325 | +32 | New | Q4 2025 | Feb 02, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 31 | 2 | 0.0% | — | 319 | +31 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Added to | 33 | 2 | 0.0% | — | 323 | +30 | 1000.0% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 30 | 2 | 0.0% | — | 324 | +20 | 200.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | Reduced | 42 | 2 | 0.0% | 0.0% | 320 | -14 | -25.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 35 | 2 | 0.0% | 0.0% | 321 | +6 | 20.69% | Q4 2025 | Jan 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 24 | 1 | 0.0% | — | 330 | +23 | 2300.0% | Q4 2025 | Jan 14, 2026 |
| Bogart Wealth, LLC | History | New | 21 | 1 | 0.0% | — | 331 | +21 | New | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | New | 18 | 1 | 0.0% | — | 332 | +18 | New | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 19 | 1 | 0.0% | — | 337 | +18 | 1800.0% | Q4 2025 | Jan 12, 2026 |
| Quent Capital, LLC | History | Added to | 21 | 1 | 0.0% | — | 336 | +17 | 425.0% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 1 | 0.0% | — | 339 | +17 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 16 | 1 | 0.0% | — | 334 | +16 | New | Q4 2025 | Feb 05, 2026 |
| SouthState Bank Corp | History | Added to | 21 | 1 | 0.0% | — | 327 | +7 | 50.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16 | 1 | 0.0% | — | 328 | +7 | 77.78% | Q4 2025 | Feb 09, 2026 |
| WPG Advisers, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 338 | -6 | -18.75% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 27 | 1 | 0.0% | 0.0% | 329 | -1 | -3.57% | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 18 | 1 | 0.0% | 0.0% | 333 | -1 | -5.26% | Q4 2025 | Feb 03, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 24 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -142,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.14% | — | -76,085 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,208 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Robeco Schweiz AG | History | Closed out | 0 | 0 | — | 0.05% | — | -30,500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.21% | — | -24,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -21,639 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,952 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,659 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,481 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,407 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.21% | — | -7,721 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,484 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Laurus Global Equity Management Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -7,005 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -6,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,688 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,581 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.04% | — | -3,350 | -100.0% | Q3 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,324 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,030 | -100.0% | Q3 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,020 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,936 | -100.0% | Q3 2025 | Dec 16, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,887 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,376 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -606 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -550 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -216 | -100.0% | Q3 2025 | Oct 08, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -120 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -116 | -95.87% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -34 | -97.14% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Colonial Trust Co / SC | History | Reduced | 2 | 0 | — | 0.0% | — | -33 | -94.29% | Q4 2025 | Feb 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 17, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Principia Wealth Advisory, LLC | History | Reduced | 1 | 0 | — | — | — | -13 | -92.86% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Mar 04, 2026 |
| Cornerstone Planning Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 28, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 8 | 0 | — | — | — | +7 | 700.0% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 23, 2026 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Ancora Advisors LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -5 | -27.78% | Q4 2025 | Feb 17, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -5 | -33.33% | Q4 2025 | Jan 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q4 2025 | Feb 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Elyxium Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Feb 17, 2026 |