F&G Annuities & Life, Inc. - FG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity National Financial, Inc. | History | Reduced | 94,662,347 | 2,920,333 | 88.32% | 90.71% | 1 | -16,280,204 | -14.67% | Q4 2025 | Feb 11, 2026 |
| Brave Warrior Advisors, LLC | History | Added to | 5,377,029 | 165,881 | 3.89% | 3.79% | 2 | +158,052 | 3.03% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 4,499,663 | 138,814 | 0.0% | 0.0% | 3 | +2,821,559 | 168.14% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,807,765 | 117,469 | 0.0% | 0.0% | 4 | +1,753,709 | 85.38% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,121,563 | 34,604 | 0.01% | 0.01% | 5 | +280,594 | 33.37% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 847,443 | 26,143 | 0.0% | 0.0% | 6 | +409,743 | 93.61% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 739,341 | 22,808 | 0.01% | 0.0% | 7 | +97,028 | 15.11% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 736,885 | 22,734 | 0.0% | 0.0% | 8 | +225,817 | 44.19% | Q4 2025 | Feb 09, 2026 |
| NORGES BANK | History | New | 472,211 | 14,567 | 0.0% | — | 9 | +472,211 | New | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 467,623 | 14,426 | 0.01% | 0.01% | 10 | +62,401 | 15.4% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 465,295 | 14,354 | 0.01% | 0.0% | 11 | +379,970 | 445.32% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 452,961 | 13,973 | 0.0% | 0.0% | 12 | +191,828 | 73.46% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 441,040 | 13,606 | 0.0% | 0.0% | 13 | +175,024 | 65.79% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 428,724 | 13,226 | 0.0% | 0.0% | 14 | +188,438 | 78.42% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 385,028 | 11,878 | 0.0% | 0.0% | 15 | +214,118 | 125.28% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 382,431 | 11,798 | 0.0% | 0.0% | 16 | +255,921 | 202.29% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 377,736 | 11,653 | 0.0% | 0.0% | 17 | +319,813 | 552.13% | Q4 2025 | Feb 12, 2026 |
| First Eagle Investment Management, LLC | History | New | 366,671 | 11,311 | 0.02% | — | 18 | +366,671 | New | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 365,482 | 11,275 | 0.01% | 0.0% | 19 | +350,300 | 2307.34% | Q4 2025 | Feb 13, 2026 |
| WINDACRE PARTNERSHIP LLC | History | New | 350,000 | 10,797 | 0.12% | — | 20 | +350,000 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 321,263 | 9,910 | 0.0% | 0.0% | 21 | +285,046 | 787.05% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 314,594 | 9,705 | 0.03% | 0.03% | 22 | +20,294 | 6.9% | Q4 2025 | Feb 17, 2026 |
| COOKE & BIELER LP | History | New | 311,043 | 9,595 | 0.1% | — | 23 | +311,043 | New | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Added to | 293,401 | 9,051 | 0.0% | 0.0% | 24 | +170,048 | 137.85% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 276,477 | 8,529 | 0.18% | 0.12% | 25 | +83,928 | 43.59% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 245,566 | 7,575 | 0.0% | 0.0% | 26 | +156,437 | 175.52% | Q4 2025 | Mar 25, 2026 |
| DENALI ADVISORS LLC | History | Added to | 241,661 | 7,455 | 0.83% | 0.79% | 27 | +18,500 | 8.29% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Added to | 239,997 | 7,403 | 0.0% | 0.0% | 28 | +198,993 | 485.3% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Added to | 222,158 | 6,853 | 0.03% | 0.03% | 29 | +14,315 | 6.89% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 221,125 | 6,821 | 0.0% | — | 30 | +221,125 | New | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 209,552 | 6,464 | 0.0% | 0.0% | 31 | +163,943 | 359.45% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 193,666 | 5,974 | 0.0% | 0.0% | 32 | +19,237 | 11.03% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 172,258 | 5,314 | 0.01% | 0.01% | 33 | +6,028 | 3.63% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 149,384 | 4,609 | 0.06% | 0.03% | 34 | +70,026 | 88.24% | Q4 2025 | Feb 10, 2026 |
| Edgestream Partners, L.P. | History | Added to | 148,495 | 4,581 | 0.13% | 0.06% | 35 | +86,555 | 139.74% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 144,764 | 4,466 | 0.12% | 0.12% | 36 | +7,225 | 5.25% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,401 | 4,454 | 0.0% | 0.0% | 37 | +78,554 | 119.3% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 142,484 | 4,395 | 0.01% | 0.01% | 38 | +23,989 | 20.24% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 135,517 | 4,180 | 0.0% | 0.0% | 39 | +102,815 | 314.4% | Q4 2025 | Feb 13, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 133,284 | 4,111 | 0.14% | 0.1% | 40 | +36,900 | 38.28% | Q4 2025 | Feb 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 131,245 | 4,048 | 0.0% | 0.01% | 41 | -54,711 | -29.42% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 121,300 | 3,742 | 0.06% | — | 42 | +121,300 | New | Q4 2025 | Jan 05, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 115,746 | 3,570 | 0.01% | 0.0% | 43 | +104,280 | 909.47% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 106,606 | 3,288 | 0.0% | — | 44 | +106,606 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 102,665 | 3,167 | 0.0% | — | 45 | +102,665 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 102,161 | 3,151 | 0.0% | 0.0% | 46 | +82,058 | 408.19% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 101,016 | 3,116 | 0.0% | 0.0% | 47 | +15,265 | 17.8% | Q4 2025 | Feb 17, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 120,000 | 2,637 | 0.77% | 0.61% | 48 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 82,507 | 2,545 | 0.05% | 0.02% | 49 | +36,643 | 79.89% | Q4 2025 | Jan 14, 2026 |
| Swiss National Bank | History | Added to | 82,256 | 2,537 | 0.0% | 0.0% | 50 | +43,156 | 110.37% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 80,003 | 2,468 | 0.0% | 0.0% | 51 | +12,783 | 19.02% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 75,704 | 2,335 | 0.0% | 0.0% | 52 | +39,258 | 107.72% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 74,570 | 2,300 | 0.0% | 0.0% | 53 | +56,160 | 305.05% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Added to | 74,554 | 2,299 | 0.15% | 0.04% | 54 | +52,882 | 244.01% | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 73,897 | 2,279 | 0.24% | 0.24% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 72,897 | 2,248 | 0.0% | 0.0% | 56 | +28,718 | 65.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 70,000 | 2,159 | 0.0% | — | 57 | +70,000 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 68,869 | 2,125 | 0.03% | 0.0% | 58 | +62,128 | 921.64% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 66,866 | 2,062 | 0.0% | 0.0% | 59 | +48,506 | 264.19% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 65,828 | 2,030 | 0.0% | 0.0% | 60 | +35,847 | 119.57% | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 64,280 | 1,983 | 0.18% | 0.1% | 61 | +29,941 | 87.19% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 62,804 | 1,937 | 0.0% | 0.0% | 62 | +21,866 | 53.41% | Q4 2025 | Feb 19, 2026 |
| DAVENPORT & Co LLC | History | New | 62,320 | 1,922 | 0.01% | — | 63 | +62,320 | New | Q4 2025 | Jan 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 61,085 | 1,884 | 0.08% | 0.08% | 64 | +3,737 | 6.52% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 60,770 | 1,874 | 0.0% | 0.0% | 65 | -20,315 | -25.05% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 57,947 | 1,787 | 0.0% | — | 66 | +57,947 | New | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 57,667 | 1,779 | 0.02% | 0.02% | 67 | -17,376 | -23.15% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 57,185 | 1,764 | 0.02% | — | 68 | +57,185 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 56,950 | 1,756 | 0.23% | — | 69 | +56,950 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 56,848 | 1,753 | 0.0% | 0.0% | 70 | +41,840 | 278.78% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 54,685 | 1,687 | 0.0% | — | 71 | +54,685 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 53,000 | 1,635 | 0.0% | 0.0% | 72 | -19,600 | -27.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 52,590 | 1,622 | 0.0% | 0.0% | 73 | +7,690 | 17.13% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 50,973 | 1,572 | 0.01% | 0.0% | 74 | +15,458 | 43.53% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 50,384 | 1,554 | 0.0% | — | 75 | +50,384 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | New | 49,680 | 1,532 | 0.0% | — | 76 | +49,680 | New | Q4 2025 | Jan 29, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 49,126 | 1,516 | 0.03% | — | 77 | +49,126 | New | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 46,764 | 1,488 | 0.0% | — | 78 | +46,764 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 43,948 | 1,355 | 0.0% | — | 79 | +43,948 | New | Q4 2025 | Feb 10, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 42,091 | 1,298 | 0.01% | 0.0% | 80 | -870 | -2.03% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 41,232 | 1,272 | 0.06% | — | 81 | +41,232 | New | Q4 2025 | Feb 17, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | New | 39,494 | 1,256 | 0.0% | — | 82 | +39,494 | New | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 40,471 | 1,249 | 0.0% | — | 83 | +40,471 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 39,911 | 1,231 | 0.0% | 0.0% | 84 | +14,452 | 56.77% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 39,687 | 1,224 | 0.0% | 0.0% | 85 | -29,516 | -42.65% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 39,266 | 1,211 | 0.0% | — | 86 | +39,266 | New | Q4 2025 | Jan 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 38,660 | 1,192 | 0.01% | 0.01% | 87 | +5,220 | 15.61% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 36,428 | 1,123 | 0.0% | — | 88 | +36,428 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 36,086 | 1,113 | 0.07% | — | 89 | +36,086 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 33,479 | 1,033 | 0.0% | 0.0% | 90 | +17,250 | 106.29% | Q4 2025 | Jan 09, 2026 |
| Versor Investments LP | History | Added to | 33,407 | 1,030 | 0.16% | 0.14% | 91 | +8,707 | 35.25% | Q4 2025 | Feb 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 33,230 | 1,025 | 0.0% | 0.0% | 92 | +15,557 | 88.03% | Q4 2025 | Feb 17, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 32,945 | 1,016 | 0.17% | 0.18% | 93 | -1,280 | -3.74% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 31,977 | 988 | 0.0% | — | 94 | +31,977 | New | Q4 2025 | Mar 20, 2026 |
| AustralianSuper Pty Ltd | History | New | 31,717 | 978 | 0.0% | — | 95 | +31,717 | New | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,644 | 945 | 0.0% | 0.0% | 96 | +17,367 | 130.81% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 30,012 | 925 | 0.0% | 0.0% | 97 | +25,334 | 541.56% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | New | 29,069 | 896 | 0.0% | — | 98 | +29,069 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | New | 28,280 | 872 | 0.0% | — | 99 | +28,280 | New | Q4 2025 | Feb 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 27,315 | 842 | 0.01% | — | 100 | +27,315 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 26,725 | 825 | 0.0% | 0.0% | 101 | +15,529 | 138.7% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 26,117 | 805 | 0.0% | 0.0% | 102 | +20,890 | 399.66% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | New | 26,000 | 802 | 0.0% | — | 103 | +26,000 | New | Q4 2025 | Feb 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 25,829 | 796 | 0.02% | 0.01% | 104 | +8,537 | 49.37% | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 25,711 | 793 | 0.02% | 0.01% | 105 | +9,677 | 60.35% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 25,215 | 777 | 0.01% | 0.01% | 106 | +4,947 | 24.41% | Q4 2025 | Feb 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 23,857 | 735 | 0.0% | 0.0% | 107 | -638 | -2.6% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 23,578 | 727 | 0.0% | — | 108 | +23,578 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 23,303 | 718 | 0.0% | 0.0% | 109 | +11,267 | 93.61% | Q4 2025 | Feb 13, 2026 |
| Unison Advisors LLC | History | New | 22,740 | 701 | 0.06% | — | 111 | +22,740 | New | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 22,727 | 701 | 0.0% | 0.0% | 110 | +8,667 | 61.64% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 22,337 | 689 | 0.0% | — | 112 | +22,337 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 21,680 | 669 | 0.06% | — | 113 | +21,680 | New | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 20,688 | 638 | 0.0% | 0.0% | 114 | -5,352 | -20.55% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 20,671 | 637 | 0.09% | 0.09% | 115 | +1,507 | 7.86% | Q4 2025 | Jan 21, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 20,590 | 634 | 0.01% | 0.0% | 116 | +14,353 | 230.13% | Q4 2025 | Jan 23, 2026 |
| Aquatic Capital Management LLC | History | Added to | 20,573 | 634 | 0.02% | 0.01% | 117 | +7,270 | 54.65% | Q4 2025 | Feb 17, 2026 |
| JCP Investment Management, LLC | History | New | 20,489 | 632 | 0.5% | — | 118 | +20,489 | New | Q4 2025 | Feb 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 20,093 | 619 | 0.0% | — | 119 | +20,093 | New | Q4 2025 | Feb 12, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | New | 20,051 | 618 | 0.03% | — | 120 | +20,051 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 19,617 | 605 | 0.0% | — | 121 | +19,617 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 19,457 | 600 | 0.0% | 0.0% | 122 | -19,292 | -49.79% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 19,259 | 593 | 0.0% | 0.0% | 123 | +11,759 | 156.79% | Q4 2025 | Feb 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 18,952 | 584 | 0.06% | 0.05% | 124 | +1,567 | 9.01% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 17,686 | 545 | 0.01% | — | 126 | +17,686 | New | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | New | 17,679 | 545 | 0.0% | — | 125 | +17,679 | New | Q4 2025 | Feb 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 17,662 | 544 | 0.02% | 0.0% | 127 | +15,657 | 780.9% | Q4 2025 | Feb 12, 2026 |
| National Wealth Management Group, LLC | History | No change | 17,497 | 539 | 0.19% | 0.21% | 128 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,225 | 531 | 0.0% | 0.0% | 129 | +7,211 | 72.01% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,036 | 525 | 0.0% | 0.0% | 130 | +4,659 | 37.64% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,646 | 514 | 0.0% | 0.0% | 131 | +6,693 | 67.25% | Q4 2025 | Feb 05, 2026 |
| PhiloSmith Capital Corp | History | Added to | 15,795 | 487 | 0.13% | 0.07% | 132 | +8,010 | 102.89% | Q4 2025 | Jan 28, 2026 |
| Verity & Verity, LLC | History | New | 15,129 | 466 | 0.04% | — | 133 | +15,129 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | New | 15,079 | 465 | 0.0% | — | 134 | +15,079 | New | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 15,023 | 451 | 0.0% | — | 135 | +15,023 | New | Q4 2025 | Feb 03, 2026 |
| Cannell & Spears LLC | History | New | 14,600 | 450 | 0.01% | — | 136 | +14,600 | New | Q4 2025 | Feb 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 14,591 | 450 | 0.0% | — | 137 | +14,591 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 14,555 | 449 | 0.01% | 0.01% | 138 | +4,611 | 46.37% | Q4 2025 | Feb 10, 2026 |
| Harbor Advisors LLC | History | Added to | 14,275 | 440 | 0.07% | 0.06% | 139 | +2,004 | 16.33% | Q4 2025 | Jan 30, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 14,004 | 432 | 0.01% | 0.01% | 140 | -7,045 | -33.47% | Q4 2025 | Feb 17, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 13,955 | 430 | 0.12% | 0.14% | 141 | -2,506 | -15.22% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,832 | 426 | 0.0% | 0.0% | 142 | +7,143 | 106.79% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 13,735 | 423 | 0.0% | — | 143 | +13,735 | New | Q4 2025 | Jan 26, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,606 | 420 | 0.0% | — | 144 | +13,606 | New | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Added to | 13,461 | 415 | 0.0% | 0.0% | 145 | +1,092 | 8.83% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,314 | 410 | 0.0% | 0.0% | 146 | +13,206 | 12227.78% | Q4 2025 | Mar 16, 2026 |
| AVIVA PLC | History | New | 12,560 | 387 | 0.0% | — | 147 | +12,560 | New | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,468 | 384 | 0.0% | 0.0% | 148 | +6,408 | 105.74% | Q4 2025 | Feb 13, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | New | 12,319 | 380 | 0.07% | — | 149 | +12,319 | New | Q4 2025 | Feb 12, 2026 |
| Fieldview Capital Management, LLC | History | New | 11,671 | 360 | 0.06% | — | 150 | +11,671 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 11,492 | 354 | 0.0% | — | 151 | +11,492 | New | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 11,502 | 354 | 0.01% | 0.0% | 152 | +3,409 | 42.12% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | New | 11,423 | 352 | 0.0% | — | 153 | +11,423 | New | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 11,299 | 348 | 0.0% | — | 154 | +11,299 | New | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 10,551 | 325 | 0.01% | 0.01% | 155 | +458 | 4.54% | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,229 | 321 | 0.0% | — | 156 | +11,229 | New | Q4 2025 | Feb 18, 2026 |
| Treasurer of the State of North Carolina | History | New | 10,311 | 318 | 0.0% | — | 157 | +10,311 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 10,277 | 317 | 0.0% | — | 158 | +10,277 | New | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 10,245 | 316 | 0.0% | — | 159 | +10,245 | New | Q4 2025 | Jan 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,091 | 311 | 0.0% | 0.0% | 160 | +4,991 | 97.86% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 10,055 | 310 | 0.0% | 0.0% | 161 | +4,835 | 92.62% | Q4 2025 | Jan 26, 2026 |
| Arizona State Retirement System | History | New | 9,890 | 305 | 0.0% | — | 162 | +9,890 | New | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 9,696 | 299 | 0.0% | — | 163 | +9,696 | New | Q4 2025 | Feb 02, 2026 |
| Vident Advisory, LLC | History | Reduced | 9,680 | 298 | 0.0% | 0.0% | 164 | -7,029 | -42.07% | Q4 2025 | Feb 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 9,558 | 294 | 0.0% | 0.0% | 165 | +562 | 6.25% | Q4 2025 | Feb 10, 2026 |
| CWA Asset Management Group, LLC | History | New | 9,445 | 291 | 0.01% | — | 166 | +9,445 | New | Q4 2025 | Jan 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,162 | 282 | 0.0% | 0.0% | 167 | +9,056 | 8543.4% | Q4 2025 | Feb 18, 2026 |
| Aberdeen Group plc | History | New | 9,056 | 279 | 0.0% | — | 168 | +9,056 | New | Q4 2025 | Jan 16, 2026 |
| Parkwood LLC | History | New | 9,012 | 278 | 0.02% | — | 169 | +9,012 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,026 | 278 | 0.0% | 0.0% | 170 | +2,591 | 40.26% | Q4 2025 | Mar 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 8,788 | 271 | 0.01% | — | 171 | +8,788 | New | Q4 2025 | Jan 27, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | Added to | 8,654 | 267 | 0.19% | 0.15% | 172 | +1,785 | 25.99% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | New | 8,639 | 266 | 0.0% | — | 173 | +8,639 | New | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | New | 8,608 | 265 | 0.0% | — | 174 | +8,608 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,433 | 260 | 0.0% | — | 175 | +8,433 | New | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 8,186 | 252 | 0.0% | 0.0% | 176 | +2,048 | 33.37% | Q4 2025 | Jan 15, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 7,834 | 241 | 0.0% | — | 177 | +7,834 | New | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,798 | 240 | 0.0% | 0.0% | 179 | -10,964 | -58.44% | Q4 2025 | Feb 12, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | New | 7,802 | 240 | 0.0% | — | 178 | +7,802 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | New | 7,499 | 231 | 0.0% | — | 180 | +7,499 | New | Q4 2025 | Feb 05, 2026 |
| APG Asset Management N.V. | History | New | 8,777 | 230 | 0.0% | — | 181 | +8,777 | New | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | New | 7,415 | 228 | 0.0% | — | 182 | +7,415 | New | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | New | 7,253 | 223 | 0.0% | — | 183 | +7,253 | New | Q4 2025 | Feb 02, 2026 |
| Korea Investment CORP | History | New | 7,240 | 223 | 0.0% | — | 184 | +7,240 | New | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 7,149 | 220 | 0.0% | — | 187 | +7,149 | New | Q4 2025 | Feb 17, 2026 |
| Eastover Investment Advisors LLC | History | New | 7,142 | 220 | 0.1% | — | 186 | +7,142 | New | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,141 | 220 | 0.0% | 0.0% | 185 | -3,549 | -33.2% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 6,896 | 218 | 0.0% | — | 188 | +6,896 | New | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,020 | 216 | 0.0% | 0.0% | 189 | +3,538 | 101.61% | Q4 2025 | Jan 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 6,977 | 215 | 0.0% | — | 190 | +6,977 | New | Q4 2025 | Jan 30, 2026 |
| HENNESSY ADVISORS INC | History | New | 6,960 | 214 | 0.01% | — | 191 | +6,960 | New | Q4 2025 | Jan 27, 2026 |
| River Road Asset Management, LLC | History | New | 6,765 | 208 | 0.0% | — | 192 | +6,765 | New | Q4 2025 | Feb 24, 2026 |
| Man Group plc | History | New | 6,699 | 206 | 0.0% | — | 193 | +6,699 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 6,608 | 203 | 0.0% | — | 194 | +6,608 | New | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 6,562 | 202 | 0.0% | 0.0% | 195 | -3,711 | -36.12% | Q4 2025 | Feb 13, 2026 |
| HAHN CAPITAL MANAGEMENT LLC | History | New | 6,429 | 198 | 0.11% | — | 196 | +6,429 | New | Q4 2025 | Feb 25, 2026 |
| Sound Income Strategies, LLC | History | New | 7,185 | 197 | 0.01% | — | 197 | +7,185 | New | Q4 2025 | Jan 21, 2026 |
| National Pension Service | History | New | 6,340 | 195 | 0.0% | — | 198 | +6,340 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | New | 6,193 | 191 | 0.0% | — | 199 | +6,193 | New | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Added to | 6,186 | 190 | 0.01% | 0.0% | 200 | +5,283 | 585.05% | Q4 2025 | Feb 09, 2026 |
| Mn Services Vermogensbeheer B.V. | History | New | 6,005 | 185 | 0.0% | — | 202 | +6,005 | New | Q4 2025 | Jan 15, 2026 |
| Asset Management One Co., Ltd. | History | New | 5,753 | 185 | 0.0% | — | 201 | +5,753 | New | Q4 2025 | Jan 27, 2026 |
| State of Tennessee, Department of Treasury | History | New | 6,068 | 178 | 0.0% | — | 203 | +6,068 | New | Q4 2025 | Feb 18, 2026 |
| Railway Pension Investments Ltd | History | New | 5,760 | 177 | 0.0% | — | 204 | +5,760 | New | Q4 2025 | Feb 10, 2026 |
| FORSTA AP-FONDEN | History | New | 5,430 | 167 | 0.0% | — | 205 | +5,430 | New | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 4,929 | 152 | 0.0% | — | 206 | +4,929 | New | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,860 | 149 | 0.0% | 0.0% | 207 | +3,735 | 332.0% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,861 | 149 | 0.08% | 0.07% | 208 | -1,421 | -22.62% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 4,824 | 148 | 0.0% | — | 209 | +4,824 | New | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 4,524 | 140 | 0.07% | 0.09% | 210 | -622 | -12.09% | Q4 2025 | Feb 06, 2026 |
| Resona Asset Management Co.,Ltd. | History | New | 4,458 | 138 | 0.0% | — | 211 | +4,458 | New | Q4 2025 | Feb 06, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 4,198 | 129 | 0.0% | — | 212 | +4,198 | New | Q4 2025 | Feb 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 4,057 | 125 | 0.01% | — | 214 | +4,057 | New | Q4 2025 | Feb 04, 2026 |
| KBC Group NV | History | New | 4,023 | 125 | 0.0% | — | 215 | +4,023 | New | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Added to | 4,037 | 125 | 0.0% | 0.0% | 213 | +1,649 | 69.05% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 4,133 | 120 | 0.0% | — | 216 | +4,133 | New | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,886 | 119 | 0.0% | — | 217 | +3,886 | New | Q4 2025 | Jan 14, 2026 |
| Illinois Municipal Retirement Fund | History | New | 3,808 | 117 | 0.0% | — | 218 | +3,808 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 3,792 | 116 | 0.0% | 0.0% | 219 | +3,597 | 1844.62% | Q4 2025 | Feb 06, 2026 |
| Ensign Peak Advisors, Inc | History | New | 3,633 | 112 | 0.0% | — | 220 | +3,633 | New | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 3,593 | 110 | 0.0% | 0.0% | 221 | +3,520 | 4821.92% | Q4 2025 | Jan 27, 2026 |
| Swedbank AB | History | New | 3,559 | 109 | 0.0% | — | 222 | +3,559 | New | Q4 2025 | Feb 09, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 105,850 | 105 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 3,279 | 101 | 0.02% | — | 224 | +3,279 | New | Q4 2025 | Feb 09, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | New | 3,240 | 100 | 0.0% | — | 225 | +3,240 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,095 | 95 | 0.0% | 0.0% | 226 | +1,316 | 73.97% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 2,912 | 90 | 0.0% | — | 227 | +2,912 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,848 | 87 | 0.0% | 0.0% | 228 | +1,467 | 106.23% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 2,801 | 86 | 0.0% | 0.0% | 229 | -2,699 | -49.07% | Q4 2025 | Feb 02, 2026 |
| Advisors Asset Management, Inc. | History | New | 2,763 | 85 | 0.0% | — | 230 | +2,763 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,619 | 80 | 0.0% | — | 231 | +2,619 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,520 | 77 | 0.0% | 0.0% | 232 | +1,456 | 136.84% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 2,132 | 65 | 0.01% | — | 233 | +2,132 | New | Q4 2025 | Mar 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 2,051 | 63 | 0.0% | — | 234 | +2,051 | New | Q4 2025 | Feb 12, 2026 |
| Tredje AP-fonden | History | New | 2,031 | 62 | 0.0% | — | 235 | +2,031 | New | Q4 2025 | Feb 06, 2026 |
| Board of the Pension Protection Fund | History | New | 1,680 | 51 | 0.05% | — | 236 | +1,680 | New | Q4 2025 | Jan 06, 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | History | New | 1,649 | 50 | 0.02% | — | 237 | +1,649 | New | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | Added to | 1,606 | 49 | 0.0% | 0.0% | 238 | +736 | 84.6% | Q4 2025 | Jan 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 1,560 | 48 | 0.03% | — | 240 | +1,560 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,574 | 48 | 0.0% | 0.0% | 239 | +363 | 29.98% | Q4 2025 | Feb 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,424 | 44 | 0.0% | — | 241 | +1,424 | New | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | New | 1,406 | 43 | 0.0% | — | 242 | +1,406 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,363 | 42 | 0.0% | 0.0% | 243 | -1,401 | -50.69% | Q4 2025 | Feb 06, 2026 |
| Daiwa Securities Group Inc. | History | New | 1,325 | 41 | 0.0% | — | 244 | +1,325 | New | Q4 2025 | Feb 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 1,364 | 39 | 0.0% | — | 245 | +1,364 | New | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,231 | 37 | 0.0% | — | 247 | +1,220 | 11090.91% | Q4 2025 | Feb 11, 2026 |
| FIL Ltd | History | New | 1,200 | 37 | 0.0% | — | 246 | +1,200 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,192 | 36 | 0.0% | — | 250 | +1,192 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,173 | 36 | 0.0% | — | 249 | +1,173 | New | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Added to | 1,155 | 36 | 0.0% | 0.0% | 248 | +513 | 79.91% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,114 | 34 | 0.0% | 0.0% | 252 | +88 | 8.58% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,127 | 34 | 0.0% | 0.0% | 251 | +12 | 1.08% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,088 | 33 | 0.0% | — | 253 | +1,085 | 36166.67% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | New | 1,041 | 32 | 0.0% | — | 254 | +1,041 | New | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 1,032 | 31 | 0.0% | 0.0% | 255 | -2,675 | -72.16% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 1,000 | 30 | 0.0% | — | 257 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 983 | 30 | 0.0% | 0.0% | 256 | +909 | 1228.38% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 932 | 28 | 0.0% | 0.0% | 258 | +757 | 432.57% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 875 | 27 | 0.0% | — | 260 | +872 | 29066.67% | Q4 2025 | Feb 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 887 | 27 | 0.0% | 0.0% | 259 | -15 | -1.66% | Q4 2025 | Jan 20, 2026 |
| Elevated Capital Advisors, LLC | History | New | 867 | 26 | 0.01% | — | 261 | +867 | New | Q4 2025 | Jan 27, 2026 |
| Horrell Capital Management, Inc. | History | Added to | 784 | 24 | 0.01% | 0.01% | 262 | +355 | 82.75% | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 759 | 23 | 0.0% | — | 266 | +759 | New | Q4 2025 | Feb 05, 2026 |
| NATIXIS | History | New | 756 | 23 | 0.0% | — | 263 | +756 | New | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | New | 731 | 23 | 0.0% | — | 265 | +731 | New | Q4 2025 | Feb 11, 2026 |
| Estabrook Capital Management | History | Added to | 774 | 23 | 0.0% | 0.0% | 264 | +306 | 65.38% | Q4 2025 | Feb 13, 2026 |
| Davis Capital Management | History | New | 626 | 19 | 0.01% | — | 267 | +626 | New | Q4 2025 | Jan 28, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 593 | 18 | 0.0% | — | 268 | +593 | New | Q4 2025 | Feb 09, 2026 |
| OSTRUM ASSET MANAGEMENT | History | New | 593 | 18 | 0.0% | — | 270 | +593 | New | Q4 2025 | Feb 13, 2026 |
| OSSIAM | History | New | 589 | 18 | 0.0% | — | 269 | +589 | New | Q4 2025 | Feb 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 608 | 18 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 554 | 17 | 0.0% | — | 272 | +554 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 573 | 17 | 0.0% | 0.0% | 273 | +466 | 435.51% | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Added to | 540 | 16 | 0.0% | 0.0% | 274 | +17 | 3.25% | Q4 2025 | Jan 23, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 496 | 15 | 0.0% | — | 276 | +496 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 487 | 15 | 0.0% | 0.0% | 275 | +157 | 47.58% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Reduced | 448 | 13 | 0.0% | 0.01% | 277 | -53,986 | -99.18% | Q4 2025 | Feb 13, 2026 |
| ASR Vermogensbeheer N.V. | History | New | 442 | 13 | 0.0% | — | 278 | +442 | New | Q4 2025 | Feb 03, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 404 | 12 | 0.0% | — | 281 | +404 | New | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 414 | 12 | 0.0% | — | 280 | +390 | 1625.0% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 403 | 12 | 0.0% | 0.0% | 279 | +300 | 291.26% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 375 | 11 | 0.0% | 0.0% | 282 | +134 | 55.6% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 333 | 10 | 0.0% | 0.0% | 283 | +184 | 123.49% | Q4 2025 | Feb 02, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 324 | 9 | 0.0% | — | 284 | +324 | New | Q4 2025 | Feb 06, 2026 |
| Penserra Capital Management LLC | History | New | 316 | 9 | 0.0% | — | 285 | +316 | New | Q4 2025 | Feb 12, 2026 |
| Raleigh Capital Management Inc. | History | New | 316 | 9 | 0.0% | — | 287 | +316 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 306 | 9 | 0.0% | — | 288 | +306 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 303 | 9 | 0.0% | — | 286 | +290 | 2230.77% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | New | 270 | 7 | 0.0% | — | 293 | +270 | New | Q4 2025 | Jan 26, 2026 |
| TORONTO DOMINION BANK | History | New | 245 | 7 | 0.0% | — | 292 | +245 | New | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | New | 238 | 7 | 0.0% | — | 294 | +238 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | New | 228 | 7 | 0.0% | — | 291 | +228 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 227 | 7 | 0.0% | — | 289 | +227 | New | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 241 | 7 | 0.0% | 0.0% | 290 | +209 | 653.13% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | New | 210 | 6 | 0.0% | — | 295 | +210 | New | Q4 2025 | Feb 11, 2026 |
| Employees Retirement System of Texas | History | New | 163 | 5 | 0.0% | — | 296 | +163 | New | Q4 2025 | Feb 09, 2026 |
| PenderFund Capital Management Ltd. | History | New | 161 | 4 | 0.0% | — | 299 | +161 | New | Q4 2025 | Feb 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 153 | 4 | 0.0% | — | 301 | +153 | New | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 150 | 4 | 0.0% | — | 298 | +146 | 3650.0% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | New | 130 | 4 | 0.0% | — | 297 | +130 | New | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 157 | 4 | 0.0% | 0.0% | 300 | +1 | 0.64% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 122 | 3 | 0.0% | — | 304 | +122 | New | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | New | 120 | 3 | 0.0% | — | 308 | +120 | New | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | New | 114 | 3 | 0.0% | — | 306 | +114 | New | Q4 2025 | Jan 30, 2026 |
| E. Ohman J:or Asset Management AB | History | New | 110 | 3 | 0.0% | — | 312 | +110 | New | Q4 2025 | Jan 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 103 | 3 | 0.0% | — | 302 | +103 | New | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 109 | 3 | 0.0% | — | 303 | +98 | 890.91% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 118 | 3 | 0.0% | — | 309 | +96 | 436.36% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 124 | 3 | 0.0% | 0.0% | 307 | +58 | 87.88% | Q4 2025 | Jan 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 109 | 3 | 0.0% | 0.0% | 313 | +51 | 87.93% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 97 | 3 | 0.0% | 0.0% | 305 | +45 | 86.54% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 122 | 3 | 0.0% | 0.0% | 310 | -20 | -14.08% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 101 | 3 | 0.0% | 0.0% | 311 | +17 | 20.24% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | New | 96 | 2 | 0.0% | — | 321 | +96 | New | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 86 | 2 | 0.0% | — | 314 | +85 | 8500.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 78 | 2 | 0.0% | — | 325 | +78 | New | Q4 2025 | Jan 08, 2026 |
| Kilter Group LLC | History | New | 77 | 2 | 0.0% | — | 329 | +77 | New | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | New | 73 | 2 | 0.0% | — | 324 | +73 | New | Q4 2025 | Feb 03, 2026 |
| Front Row Advisors LLC | History | New | 72 | 2 | 0.0% | — | 322 | +72 | New | Q4 2025 | Feb 12, 2026 |
| Quarry LP | History | New | 72 | 2 | 0.0% | — | 327 | +72 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 67 | 2 | 0.0% | — | 318 | +67 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 66 | 2 | 0.0% | — | 328 | +65 | 6500.0% | Q4 2025 | Jan 08, 2026 |
| MCF Advisors LLC | History | Added to | 66 | 2 | 0.0% | — | 319 | +45 | 214.29% | Q4 2025 | Feb 11, 2026 |
| Pflug Koory, LLC | History | Added to | 76 | 2 | 0.0% | 0.0% | 323 | +36 | 90.0% | Q4 2025 | Jan 20, 2026 |
| Capital Analysts, LLC | History | Added to | 66 | 2 | 0.0% | 0.0% | 320 | +31 | 88.57% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | Added to | 90 | 2 | 0.0% | 0.0% | 316 | +28 | 45.16% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 74 | 2 | 0.0% | 0.0% | 326 | +12 | 19.35% | Q4 2025 | Jan 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 82 | 2 | 0.0% | 0.0% | 317 | -6 | -6.82% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 70 | 2 | 0.0% | 0.0% | 315 | +2 | 2.94% | Q4 2025 | Feb 09, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 337 | -86 | -66.15% | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 64 | 1 | 0.0% | — | 346 | +63 | 6300.0% | Q4 2025 | Feb 24, 2026 |
| Torren Management, LLC | History | New | 63 | 1 | 0.0% | — | 350 | +63 | New | Q4 2025 | Jan 30, 2026 |
| Grove Bank & Trust | History | New | 60 | 1 | 0.0% | — | 336 | +60 | New | Q4 2025 | Jan 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 57 | 1 | 0.0% | — | 344 | +57 | New | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | New | 49 | 1 | 0.0% | — | 335 | +49 | New | Q4 2025 | Feb 20, 2026 |
| REAP Financial Group, LLC | History | New | 46 | 1 | 0.0% | — | 349 | +46 | New | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 48 | 1 | 0.0% | — | 347 | +44 | 1100.0% | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 41 | 1 | 0.0% | — | 331 | +41 | New | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 54 | 1 | 0.0% | — | 340 | +38 | 237.5% | Q4 2025 | Jan 28, 2026 |
| MOTCO | History | New | 36 | 1 | 0.0% | — | 333 | +36 | New | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 58 | 1 | 0.0% | — | 348 | +36 | 163.64% | Q4 2025 | Feb 13, 2026 |
| Deseret Mutual Benefit Administrators | History | New | 34 | 1 | 0.0% | — | 342 | +34 | New | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | New | 32 | 1 | 0.0% | — | 343 | +32 | New | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 43 | 1 | 0.0% | — | 332 | +31 | 258.33% | Q4 2025 | Jan 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 20 | 1 | 0.0% | — | 330 | +20 | New | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 36 | 1 | 0.0% | — | 345 | +17 | 89.47% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 18 | 1 | 0.0% | — | 334 | +7 | 63.64% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | No change | 37 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 34 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Burkehill Global Management, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -32,332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,541 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,062 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,622 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,170 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,888 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,127 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,483 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,020 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CoreCap Advisors, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -43 | -84.31% | Q4 2025 | Jan 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 09, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Commonwealth Retirement Investments LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 04, 2026 |
| Signature Resources Capital Management, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 7 | 0 | — | — | — | -24 | -77.42% | Q4 2025 | Jan 29, 2026 |
| Activest Wealth Management | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 29 | 0 | — | — | — | +22 | 314.29% | Q4 2025 | Jan 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 29, 2026 |
| Manchester Capital Management LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 11, 2026 |
| Marquette Asset Management, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 16, 2026 |
| Laurel Wealth Advisors LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 30, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 23 | 0 | — | — | — | +18 | 360.0% | Q4 2025 | Jan 20, 2026 |
| Clearstead Trust, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 05, 2026 |
| Gen-Wealth Partners Inc | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 18 | 0 | — | — | — | +17 | 1700.0% | Q4 2025 | Jan 21, 2026 |
| Indiana Trust & Investment Management Co | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 21, 2026 |
| Princeton Global Asset Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 03, 2026 |
| Key Capital Management, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 26, 2026 |
| Reflection Asset Management | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Mar 02, 2026 |
| BFSG, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 19 | 0 | — | — | — | +14 | 280.0% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7 | 0 | — | — | — | -13 | -65.0% | Q4 2025 | Feb 03, 2026 |
| Bare Financial Services, Inc | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DUNCKER STREETT & CO INC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 27 | 0 | — | — | — | +12 | 80.0% | Q4 2025 | Feb 13, 2026 |
| Garner Asset Management Corp | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| Retirement Wealth Solutions LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 07, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 09, 2026 |
| Wealth Watch Advisors, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Bruce G. Allen Investments, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 10, 2026 |
| Costello Asset Management, INC | History | Added to | 12 | 0 | — | — | — | +6 | 100.0% | Q4 2025 | Feb 03, 2026 |
| High Note Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 05, 2026 |
| Financial Connections Group, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +6 | 150.0% | Q4 2025 | Jan 12, 2026 |
| Aventura Private Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 08, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 11 | 0 | — | — | — | +5 | 83.33% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 11 | 0 | — | — | — | +5 | 83.33% | Q4 2025 | Mar 12, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 26, 2026 |
| COUNTRY TRUST BANK | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| CURIO WEALTH, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Quattro Advisors LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 23, 2026 |
| RMG Wealth Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Sachetta, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 04, 2026 |
| Sunrise Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q4 2025 | Feb 02, 2026 |
| Scarborough Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q4 2025 | Jan 16, 2026 |
| Benson Wealth Management INC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 09, 2026 |
| Rosenberg Matthew Hamilton | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 05, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 14, 2026 |
| Aspect Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 28, 2026 |
| Investors Portfolio Services LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Truvestments Capital LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dogwood Wealth Management LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |