FIRST COMMONWEALTH FINANCIAL CORP /PA/ - FCF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 14,874,704 | 250,787 | 0.0% | 0.0% | 1 | +274,028 | 1.88% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 11,429,416 | 192,699 | 0.0% | 0.0% | 2 | -89,820 | -0.78% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 6,367,503 | 107,356 | 0.02% | 0.02% | 3 | -102,584 | -1.59% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 4,854,021 | 81,838 | 0.0% | 0.0% | 4 | +216,099 | 4.66% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,376,999 | 73,796 | 0.01% | 0.01% | 5 | +34,594 | 0.8% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,899,400 | 65,743 | 0.02% | 0.02% | 6 | -44,204 | -1.12% | Q4 2025 | Feb 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 2,516,155 | 42,422 | 0.14% | 0.14% | 7 | +162,079 | 6.89% | Q4 2025 | Feb 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,467,460 | 41,606 | 0.0% | 0.0% | 8 | +6,421 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 2,056,567 | 34,673 | 0.04% | 0.05% | 9 | -6,273 | -0.3% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,716,906 | 28,947 | 0.01% | 0.02% | 10 | -155,904 | -8.32% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,334,894 | 22,506 | 0.0% | 0.0% | 11 | +65,952 | 5.2% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,165,774 | 19,654 | 0.0% | 0.0% | 12 | -118,975 | -9.26% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 1,151,545 | 19,415 | 0.77% | 0.83% | 13 | -53,403 | -4.43% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,123,019 | 18,934 | 0.0% | 0.0% | 14 | +177,819 | 18.81% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 1,013,831 | 17,093 | 2.82% | 4.42% | 15 | +1,590 | 0.16% | Q4 2025 | Feb 18, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 930,336 | 15,685 | 0.0% | — | 16 | +930,336 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 779,194 | 13,137 | 0.17% | 0.18% | 17 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 672,624 | 11,340 | 0.0% | 0.0% | 18 | -88,172 | -11.59% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 636,285 | 10,727 | 0.0% | 0.0% | 19 | +145 | 0.02% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 555,606 | 9,367 | 0.0% | 0.0% | 20 | +180,461 | 48.1% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 502,112 | 8,465 | 0.0% | 0.0% | 21 | +93,557 | 22.9% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 496,865 | 8,377 | 0.01% | 0.01% | 22 | +61,996 | 14.26% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 492,975 | 8,311 | 0.0% | 0.0% | 23 | -10,183 | -2.02% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 478,953 | 8,075 | 0.0% | 0.0% | 24 | +130,862 | 37.59% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 407,277 | 6,911 | 0.01% | 0.01% | 25 | -115,208 | -22.05% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 406,390 | 6,851 | 0.0% | 0.01% | 26 | -685,350 | -62.78% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 367,438 | 6,195 | 0.02% | 0.02% | 27 | +69,728 | 23.42% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 357,945 | 6,034 | 0.02% | 0.03% | 28 | -48,524 | -11.94% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 316,451 | 5,335 | 0.0% | 0.0% | 29 | -11,743 | -3.58% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 315,612 | 5,321 | 0.0% | 0.0% | 30 | +3,466 | 1.11% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 310,195 | 5,229 | 0.01% | 0.01% | 31 | -28,712 | -8.47% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 304,948 | 5,141 | 0.0% | 0.0% | 32 | +58,343 | 23.66% | Q4 2025 | Feb 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 294,967 | 4,973 | 0.0% | — | 33 | +294,967 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 286,638 | 4,832 | 0.0% | 0.0% | 34 | -30,409 | -9.59% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 271,153 | 4,571 | 0.0% | 0.0% | 35 | -3,462 | -1.26% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 250,397 | 4,221 | 0.0% | 0.0% | 36 | -16,181 | -6.07% | Q4 2025 | Feb 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 239,641 | 4,040 | 0.04% | 0.01% | 37 | +142,645 | 147.06% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 229,124 | 3,863 | 0.0% | 0.0% | 38 | +68,846 | 42.95% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 213,249 | 3,595 | 0.02% | — | 39 | +213,249 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 210,197 | 3,543 | 0.0% | 0.0% | 40 | +106,654 | 103.0% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 208,544 | 3,516 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Swiss National Bank | History | Added to | 206,100 | 3,474 | 0.0% | 0.0% | 42 | +2,700 | 1.33% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 204,288 | 3,444 | 0.0% | 0.0% | 43 | -114,010 | -35.82% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 200,679 | 3,383 | 0.0% | 0.0% | 44 | -10,571 | -5.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 198,095 | 3,339 | 0.0% | 0.0% | 45 | +43,091 | 27.8% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 191,505 | 3,232 | 0.0% | 0.0% | 46 | -30,978 | -13.92% | Q4 2025 | Jan 08, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 173,000 | 2,917 | 0.01% | 0.01% | 47 | -80,500 | -31.76% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 170,716 | 2,878 | 0.01% | 0.01% | 48 | -923 | -0.54% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 165,150 | 2,784 | 0.0% | 0.0% | 49 | -17,873 | -9.77% | Q4 2025 | Feb 12, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 154,135 | 2,598 | 0.28% | 0.3% | 50 | +14 | 0.01% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 152,731 | 2,575 | 0.0% | 0.0% | 51 | +35,011 | 29.74% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 152,439 | 2,570 | 0.0% | — | 52 | +152,439 | New | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 138,260 | 2,331 | 0.01% | 0.01% | 53 | +12,100 | 9.59% | Q4 2025 | Jan 30, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 136,897 | 2,308 | 0.2% | 0.21% | 54 | +6 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ExodusPoint Capital Management, LP | History | New | 132,520 | 2,234 | 0.02% | — | 55 | +132,520 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 127,858 | 2,155 | 0.02% | 0.02% | 56 | +25,792 | 25.27% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 123,974 | 2,090 | 0.0% | 0.01% | 57 | -194,783 | -61.11% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 122,587 | 2,066 | 0.0% | 0.01% | 58 | -985,134 | -88.93% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 115,760 | 1,952 | 0.0% | 0.0% | 59 | -7,874 | -6.37% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 115,515 | 1,948 | 0.0% | 0.0% | 60 | +6,036 | 5.51% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 115,357 | 1,944 | 0.05% | 0.15% | 61 | -186,526 | -61.79% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 102,530 | 1,728 | 0.0% | 0.0% | 62 | -17,605 | -14.65% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 97,976 | 1,652 | 0.0% | 0.0% | 63 | +58,229 | 146.5% | Q4 2025 | Jan 09, 2026 |
| CITIGROUP INC | History | Added to | 97,427 | 1,642 | 0.0% | 0.0% | 64 | +1,614 | 1.68% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 94,630 | 1,595 | 0.0% | 0.0% | 65 | +101 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 94,031 | 1,585 | 0.01% | 0.01% | 66 | +875 | 0.94% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 93,605 | 1,578 | 0.0% | 0.0% | 67 | -16,595 | -15.06% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 93,504 | 1,576 | 0.0% | 0.01% | 68 | -3,674 | -3.78% | Q4 2025 | Jan 26, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 92,194 | 1,554 | 0.0% | 0.0% | 69 | +4,778 | 5.47% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 80,402 | 1,355 | 0.0% | 0.0% | 70 | +23,077 | 40.26% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 80,201 | 1,352 | 0.0% | 0.0% | 71 | +4,502 | 5.95% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 74,571 | 1,257 | 0.0% | — | 72 | +74,571 | New | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 71,067 | 1,198 | 0.0% | 0.0% | 73 | -4,105 | -5.46% | Q4 2025 | Feb 05, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 68,443 | 1,153 | 0.07% | 0.14% | 74 | -50,322 | -42.37% | Q4 2025 | Feb 10, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 67,672 | 1,140 | 0.01% | 0.02% | 75 | -28,439 | -29.59% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 66,363 | 1,118 | 0.0% | 0.0% | 76 | +8,262 | 14.22% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 65,945 | 1,112 | 0.02% | 0.02% | 77 | +1,237 | 1.91% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 62,860 | 1,059 | 0.0% | 0.0% | 78 | +16,003 | 34.15% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 60,119 | 1,013 | 0.0% | 0.0% | 79 | -1,488 | -2.42% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 57,689 | 972 | 0.0% | 0.0% | 80 | -2,813 | -4.65% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 56,867 | 957 | 0.01% | 0.01% | 81 | +231 | 0.41% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,128 | 929 | 0.0% | 0.0% | 82 | +2,926 | 5.61% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 54,616 | 920 | 0.02% | 0.01% | 83 | +28,304 | 107.57% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 54,141 | 912 | 0.01% | 0.01% | 84 | -1,378 | -2.48% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 53,776 | 906 | 0.0% | — | 85 | +53,776 | New | Q4 2025 | Feb 18, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 53,250 | 897 | 0.08% | — | 86 | +53,250 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 50,864 | 857 | 0.04% | — | 87 | +50,864 | New | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 50,115 | 844 | 0.0% | 0.0% | 88 | +15,555 | 45.01% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 48,468 | 817 | 0.0% | 0.0% | 89 | -46 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 47,400 | 799 | 0.01% | 0.01% | 90 | -500 | -1.04% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 45,606 | 768 | 0.01% | 0.01% | 91 | +107 | 0.24% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 44,260 | 745 | 0.0% | — | 92 | +44,260 | New | Q4 2025 | Mar 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 43,925 | 740 | 0.0% | 0.0% | 93 | -11,509 | -20.76% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 42,460 | 715 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 41,283 | 696 | 0.0% | 0.0% | 95 | +7,240 | 21.27% | Q4 2025 | Jan 28, 2026 |
| HRT FINANCIAL LP | History | Reduced | 41,105 | 693 | 0.0% | 0.01% | 96 | -113,429 | -73.4% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,751 | 687 | 0.0% | 0.0% | 97 | +6,502 | 18.98% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 38,965 | 656 | 0.0% | 0.0% | 98 | +11,665 | 42.73% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 38,663 | 651 | 0.0% | 0.0% | 99 | -1,799 | -4.45% | Q4 2025 | Feb 11, 2026 |
| Allegheny Financial Group | History | Added to | 34,656 | 584 | 0.09% | 0.11% | 100 | +78 | 0.23% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,938 | 572 | 0.0% | 0.0% | 101 | -10,006 | -22.77% | Q4 2025 | Feb 10, 2026 |
| MQS Management LLC | History | New | 33,906 | 571 | 0.34% | — | 102 | +33,906 | New | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 32,492 | 547 | 0.0% | 0.0% | 103 | +187 | 0.58% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Added to | 30,282 | 511 | 0.0% | 0.0% | 104 | +186 | 0.62% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,055 | 506 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 29,366 | 495 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 29,226 | 492 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 29,113 | 490 | 0.0% | 0.0% | 108 | -1,939 | -6.24% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 27,922 | 482 | 0.01% | 0.01% | 109 | -4,267 | -13.26% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 27,854 | 469 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 27,714 | 467 | 0.04% | 0.04% | 111 | +1,077 | 4.04% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 27,687 | 466 | 0.0% | 0.0% | 112 | -352 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Penn Capital Management Company, LLC | History | No change | 27,218 | 458 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 25,783 | 435 | 0.0% | 0.0% | 114 | -3,524 | -12.02% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 25,605 | 431 | 0.0% | 0.0% | 115 | -932 | -3.51% | Q4 2025 | Feb 10, 2026 |
| Minerva Advisors LLC | History | No change | 25,560 | 430 | 0.29% | 0.28% | 116 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bill Few Associates, Inc. | History | Added to | 25,260 | 425 | 0.1% | 0.11% | 117 | +1 | 0.0% | Q4 2025 | Jan 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 23,436 | 422 | 0.0% | 0.0% | 118 | -37,542 | -61.57% | Q4 2025 | Feb 18, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 24,375 | 410 | 0.01% | 0.01% | 119 | -622 | -2.49% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 24,153 | 407 | 0.0% | 0.0% | 120 | -1,655 | -6.41% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,646 | 398 | 0.0% | 0.0% | 122 | -640 | -2.64% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 23,650 | 398 | 0.01% | 0.01% | 121 | +200 | 0.85% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 23,577 | 397 | 0.0% | 0.0% | 123 | +4,991 | 26.85% | Q4 2025 | Feb 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,300 | 392 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 23,004 | 387 | 0.0% | 0.0% | 125 | -6,068 | -20.87% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 22,863 | 385 | 0.0% | 0.0% | 126 | -301 | -1.3% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 22,629 | 381 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Windsor Advisory Group, LLC | History | No change | 20,880 | 352 | 0.31% | 0.32% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 20,611 | 347 | 0.01% | 0.01% | 129 | -1,803 | -8.04% | Q4 2025 | Jan 14, 2026 |
| Cetera Investment Advisers | History | Added to | 20,473 | 345 | 0.0% | 0.0% | 130 | +3,543 | 20.93% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 20,253 | 341 | 0.0% | 0.0% | 131 | +585 | 2.97% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,102 | 326 | 0.0% | 0.0% | 132 | +1,599 | 9.14% | Q4 2025 | Jan 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 19,163 | 323 | 0.0% | 0.0% | 133 | -9,085 | -32.16% | Q4 2025 | Jan 28, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 18,673 | 314 | 0.17% | 0.18% | 134 | +161 | 0.87% | Q4 2025 | Jan 29, 2026 |
| Somerset Trust Co | History | No change | 18,538 | 312 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,271 | 308 | 0.01% | 0.01% | 136 | -86 | -0.47% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,979 | 303 | 0.0% | 0.0% | 137 | -178 | -0.98% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 17,748 | 299 | 0.0% | 0.0% | 138 | -53 | -0.3% | Q4 2025 | Feb 06, 2026 |
| DRW Securities, LLC | History | New | 17,519 | 295 | 0.01% | — | 139 | +17,519 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,270 | 291 | 0.0% | 0.0% | 140 | -353,087 | -95.34% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 17,187 | 289 | 0.01% | 0.01% | 141 | -1,193 | -6.49% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 16,923 | 285 | 0.02% | 0.01% | 143 | +9,125 | 117.02% | Q4 2025 | Feb 09, 2026 |
| Man Group plc | History | Added to | 16,922 | 285 | 0.0% | 0.0% | 142 | +532 | 3.25% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | New | 16,584 | 279 | 0.0% | — | 144 | +16,584 | New | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,279 | 274 | 0.0% | 0.0% | 145 | +541 | 3.44% | Q4 2025 | Jan 29, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 15,700 | 264 | 0.0% | — | 146 | +15,700 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 15,453 | 260 | 0.0% | 0.0% | 148 | +2,051 | 15.3% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,440 | 260 | 0.0% | 0.0% | 147 | -926 | -5.66% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 15,272 | 257 | 0.0% | 0.0% | 149 | -2,270 | -12.94% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 15,248 | 257 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,200 | 256 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 15,171 | 255 | 0.01% | 0.01% | 152 | +191 | 1.28% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 14,156 | 238 | 0.11% | — | 153 | +14,156 | New | Q4 2025 | Jan 14, 2026 |
| Tidal Investments LLC | History | New | 12,757 | 215 | 0.0% | — | 154 | +12,757 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 12,727 | 214 | 0.0% | 0.0% | 156 | -615 | -4.61% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,727 | 214 | 0.0% | 0.0% | 155 | -26 | -0.2% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | New | 12,668 | 213 | 0.01% | — | 157 | +12,668 | New | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | New | 12,408 | 211 | 0.01% | — | 159 | +12,408 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 12,531 | 211 | 0.0% | 0.0% | 158 | -1,857 | -12.91% | Q4 2025 | Jan 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 12,500 | 210 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Amundi | History | Reduced | 11,912 | 200 | 0.0% | 0.0% | 161 | -7,020 | -37.08% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 11,821 | 199 | 0.0% | 0.0% | 162 | +149 | 1.28% | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 11,781 | 198 | 0.0% | 0.0% | 163 | -2,357 | -16.67% | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | No change | 11,685 | 197 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 11,306 | 190 | 0.0% | 0.0% | 165 | -533 | -4.5% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,214 | 189 | 0.0% | 0.0% | 166 | -1,373 | -10.91% | Q4 2025 | Jan 26, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 11,063 | 186 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 10,868 | 183 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | New | 10,732 | 180 | 0.0% | — | 169 | +10,732 | New | Q4 2025 | Feb 10, 2026 |
| DGS Capital Management, LLC | History | New | 10,405 | 175 | 0.03% | — | 170 | +10,405 | New | Q4 2025 | Feb 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,222 | 172 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 10,115 | 171 | 0.0% | 0.0% | 172 | -272 | -2.62% | Q4 2025 | Jan 23, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 10,017 | 168 | 0.03% | 0.06% | 173 | -12,710 | -55.92% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,724 | 147 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,666 | 146 | 0.0% | 0.0% | 175 | -5,756 | -39.91% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,142 | 120 | 0.0% | — | 176 | +7,142 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,425 | 109 | 0.0% | 0.01% | 177 | +1,140 | 21.57% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 6,378 | 107 | 0.01% | 0.0% | 178 | +1,460 | 29.69% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,019 | 101 | 0.0% | 0.0% | 179 | -1,211 | -16.75% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,933 | 100 | 0.0% | 0.0% | 180 | +24 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 4,692 | 79 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EMC Capital Management | History | Reduced | 4,346 | 73 | 0.03% | 0.04% | 182 | -767 | -15.0% | Q4 2025 | Mar 09, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 4,044 | 68 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 3,772 | 64 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,621 | 61 | 0.0% | 0.0% | 185 | +621 | 20.7% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,371 | 56 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 3,539 | 54 | 0.0% | 0.0% | 187 | -12,490 | -77.92% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 3,011 | 52 | 0.01% | 0.01% | 188 | -83 | -2.68% | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | New | 3,000 | 51 | 0.0% | — | 189 | +3,000 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,017 | 50 | 0.0% | 0.0% | 190 | -38 | -1.24% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,849 | 48 | 0.0% | 0.0% | 191 | -5,787 | -67.01% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,847 | 48 | 0.0% | 0.0% | 192 | -77 | -2.63% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,700 | 45 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,438 | 41 | 0.0% | — | 194 | +2,438 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,506 | 25 | 0.0% | 0.0% | 195 | +466 | 44.81% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,456 | 24 | 0.0% | 0.0% | 196 | -8,345 | -85.14% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,443 | 24 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,330 | 22 | 0.0% | 0.0% | 198 | -1,635 | -55.14% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | No change | 1,274 | 21 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Key FInancial Inc | History | No change | 1,292 | 21 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,133 | 19 | 0.0% | 0.0% | 201 | +4 | 0.35% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 1,008 | 16 | 0.0% | 0.0% | 202 | +470 | 87.36% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 895 | 15 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 882 | 14 | 0.0% | — | 205 | +882 | New | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 866 | 14 | 0.0% | — | 204 | +866 | New | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 723 | 12 | 0.01% | — | 207 | +723 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 750 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 648 | 11 | 0.0% | 0.0% | 209 | -64 | -8.99% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 641 | 11 | 0.0% | 0.0% | 208 | -11 | -1.69% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | New | 532 | 8 | 0.0% | — | 210 | +532 | New | Q4 2025 | Feb 18, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 476 | 8 | 0.0% | — | 213 | +476 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 512 | 8 | 0.0% | 0.0% | 212 | -88 | -14.67% | Q4 2025 | Jan 23, 2026 |
| CNB Bank | History | No change | 532 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 422 | 7 | 0.0% | 0.0% | 214 | +46 | 12.23% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | New | 401 | 6 | 0.0% | — | 216 | +401 | New | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 403 | 6 | 0.0% | 0.0% | 215 | +94 | 30.42% | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 386 | 6 | 0.0% | 0.0% | 217 | -56 | -12.67% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 310 | 5 | 0.0% | 0.0% | 219 | +146 | 89.02% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 315 | 5 | 0.0% | 0.0% | 218 | -22 | -6.53% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 263 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 237 | 3 | 0.0% | 0.0% | 222 | -368 | -60.83% | Q4 2025 | Feb 17, 2026 |
| COUNTRY TRUST BANK | History | No change | 180 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Elyxium Wealth, LLC | History | New | 120 | 2 | 0.0% | — | 224 | +120 | New | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | No change | 120 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 107 | 1 | 0.0% | 0.0% | 228 | -1,377 | -92.79% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | New | 88 | 1 | 0.0% | — | 227 | +88 | New | Q4 2025 | Feb 13, 2026 |
| Battery Global Advisors, LLC | History | New | 32 | 1 | 0.0% | — | 230 | +32 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 79 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 65 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 105 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -134,120 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.08% | — | -132,231 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -83,287 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -80,883 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -80,172 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -70,607 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.32% | — | -68,055 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,021 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,786 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.9% | — | -23,250 | -100.0% | Q3 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -17,356 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,665 | -100.0% | Q3 2025 | Oct 24, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,993 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -11,491 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -10,818 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MUHLENKAMP & CO INC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,154 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -9,691 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -4,994 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -770 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -573 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rockefeller Capital Management L.P. | History | Reduced | 51 | 0 | — | 0.0% | — | -77 | -60.16% | Q4 2025 | Mar 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 59 | 0 | — | — | — | +59 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bare Financial Services, Inc | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bruce G. Allen Investments, LLC | History | Added to | 39 | 0 | — | — | — | +25 | 178.57% | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q4 2025 | Feb 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |