FIRST HAWAIIAN, INC. - FHB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 33 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 | 16,601,025 | 420,005 | 0.01% | 0.01% | 1 | +168,618 | 1.03% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 14,457,575 | 365,776 | 0.01% | 0.01% | 2 | +358,632 | 2.54% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 12,730,561 | 322,083 | 0.86% | 0.83% | 3 | -971,255 | -7.09% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,380,268 | 161,423 | 0.03% | 0.03% | 4 | +221,492 | 3.6% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 6,077,843 | 153,769 | 0.01% | 0.01% | 5 | -258,376 | -4.08% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,714,335 | 144,572 | 0.12% | — | 6 | +5,714,335 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 5,444,649 | 137,749 | 0.01% | 0.01% | 7 | +284,801 | 5.52% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 4,944,614 | 125,098 | 0.42% | 0.46% | 8 | -468,864 | -8.66% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,720,826 | 94,136 | 0.05% | 0.04% | 9 | +1,514,465 | 68.64% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,323,376 | 84,081 | 0.04% | 0.04% | 10 | +431,715 | 14.93% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 2,876,812 | 72,783 | 0.22% | 0.23% | 11 | -162,111 | -5.33% | Q4 2025 | Feb 17, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 2,591,559 | 65,566 | 1.96% | 1.91% | 12 | +231,018 | 9.79% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 2,279,975 | 57,683 | 0.0% | 0.0% | 13 | +149,848 | 7.03% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,186,423 | 55,329 | 0.0% | 0.0% | 14 | -8,302 | -0.38% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,000,289 | 50,607 | 0.02% | 0.03% | 15 | -1,455,237 | -42.11% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,936,045 | 48,981 | 0.01% | 0.01% | 16 | -72,078 | -3.59% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,853,300 | 46,888 | 0.03% | 0.02% | 17 | +485,149 | 35.46% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,746,202 | 44,178 | 0.01% | 0.01% | 18 | -62,715 | -3.47% | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,678,716 | 42,471 | 0.01% | 0.01% | 19 | -220,751 | -11.62% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,596,806 | 40,399 | 0.0% | 0.0% | 20 | -722,749 | -31.16% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 1,592,131 | 40,280 | 0.0% | — | 21 | +1,592,131 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,449,749 | 36,678 | 0.01% | 0.01% | 22 | -35,985 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,159,349 | 29,331 | 0.01% | 0.01% | 23 | -71,516 | -5.81% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,128,002 | 28,538 | 0.0% | 0.0% | 24 | +719,312 | 176.0% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,122,382 | 28,396 | 0.06% | 0.04% | 25 | +590,641 | 111.08% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,096,002 | 27,728 | 0.0% | 0.0% | 26 | +537,841 | 96.36% | Q4 2025 | Mar 25, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,082,621 | 27,390 | 0.01% | 0.01% | 27 | -155,330 | -12.55% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,003,156 | 25,379 | 0.04% | 0.02% | 28 | +466,301 | 86.86% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 944,889 | 23,905 | 0.01% | 0.01% | 29 | +195,660 | 26.11% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 794,886 | 20,110 | 0.0% | 0.0% | 30 | -47,023 | -5.59% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 751,204 | 19,005 | 0.0% | 0.0% | 31 | +6,235 | 0.84% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 736,583 | 18,635 | 0.01% | 0.02% | 32 | -169,366 | -18.69% | Q4 2025 | Feb 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 665,047 | 16,825 | 0.28% | 0.12% | 33 | +375,735 | 129.87% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 598,798 | 15,149 | 0.02% | 0.0% | 34 | +476,366 | 389.09% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 587,823 | 14,871 | 0.01% | 0.01% | 35 | -10,060 | -1.68% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Added to | 543,874 | 13,760 | 0.0% | 0.0% | 36 | +16,454 | 3.12% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Reduced | 520,384 | 13,165 | 0.0% | 0.0% | 37 | -139,797 | -21.18% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 438,331 | 11,089 | 0.01% | 0.01% | 38 | -803 | -0.18% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 428,237 | 10,834 | 0.04% | 0.04% | 39 | -57,918 | -11.91% | Q4 2025 | Feb 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 416,083 | 10,526 | 0.62% | 0.63% | 40 | -27,704 | -6.24% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 396,939 | 10,042 | 0.0% | 0.0% | 41 | +324,561 | 448.42% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 394,842 | 9,989 | 0.0% | 0.0% | 42 | +40,162 | 11.32% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 394,500 | 9,980 | 0.02% | 0.01% | 43 | +224,000 | 131.38% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 347,500 | 8,791 | 0.02% | 0.01% | 44 | +209,200 | 151.27% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 343,389 | 8,687 | 0.0% | 0.0% | 45 | +35,250 | 11.44% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 321,004 | 8,121 | 0.01% | 0.01% | 46 | +53,427 | 19.97% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 316,055 | 7,996 | 0.0% | 0.0% | 47 | -37,401 | -10.58% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 305,659 | 7,733 | 0.0% | 0.0% | 48 | -16,837 | -5.22% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 303,670 | 7,682 | 0.01% | 0.01% | 49 | +9,491 | 3.23% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 262,374 | 6,638 | 0.19% | 0.15% | 50 | +51,250 | 24.27% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 245,767 | 6,217 | 0.0% | 0.0% | 51 | +2,000 | 0.82% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 237,514 | 6,009 | 0.0% | 0.0% | 52 | +4,547 | 1.95% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 235,453 | 5,953 | 0.01% | — | 53 | +235,453 | New | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 221,314 | 5,599 | 0.0% | 0.0% | 54 | -12,491 | -5.34% | Q4 2025 | Feb 10, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 212,025 | 5,364 | 0.03% | 0.03% | 55 | -2,088 | -0.98% | Q4 2025 | Jan 27, 2026 |
| Man Group plc | History | Added to | 202,553 | 5,124 | 0.01% | 0.01% | 56 | +31,528 | 18.43% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 198,084 | 5,011 | 0.02% | — | 57 | +198,084 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 194,909 | 4,931 | 0.04% | — | 58 | +194,909 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 184,672 | 4,672 | 0.1% | — | 59 | +184,672 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 183,722 | 4,648 | 0.0% | 0.0% | 60 | +12,871 | 7.53% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 179,229 | 4,534 | 0.0% | 0.0% | 61 | +155,228 | 646.76% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | New | 169,572 | 4,290 | 0.52% | — | 62 | +169,572 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 163,758 | 4,143 | 0.01% | 0.0% | 63 | +162,523 | 13159.76% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 158,505 | 4,010 | 0.31% | 0.29% | 64 | +10,701 | 7.24% | Q4 2025 | Jan 20, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 158,265 | 4,004 | 0.01% | 0.02% | 65 | -40,239 | -20.27% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 154,468 | 3,908 | 0.02% | 0.0% | 66 | +133,964 | 653.36% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Reduced | 153,105 | 3,873 | 0.08% | 0.12% | 67 | -1,310 | -0.85% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 151,352 | 3,829 | 0.0% | 0.0% | 68 | -12,842 | -7.82% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 144,631 | 3,659 | 0.2% | 0.27% | 69 | -23,853 | -14.16% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 139,962 | 3,540 | 0.0% | — | 70 | +139,962 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 135,286 | 3,422 | 0.09% | 0.04% | 71 | +104,623 | 341.2% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 133,400 | 3,375 | 0.15% | 0.01% | 72 | +121,718 | 1041.93% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 123,944 | 3,135 | 0.0% | 0.0% | 73 | +81,075 | 189.12% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 120,461 | 3,047 | 0.01% | 0.01% | 74 | +8,028 | 7.14% | Q4 2025 | Jan 29, 2026 |
| Ruffer LLP | History | New | 119,509 | 3,028 | 0.14% | — | 75 | +119,509 | New | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 118,385 | 2,995 | 0.0% | 0.0% | 76 | +1,286 | 1.1% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 117,897 | 2,982 | 0.0% | 0.0% | 77 | -233 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 117,858 | 2,981 | 0.0% | 0.0% | 78 | +31,984 | 37.25% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 116,012 | 2,935 | 0.0% | 0.0% | 79 | -3,785 | -3.16% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 115,866 | 2,931 | 0.0% | 0.0% | 80 | -10,923 | -8.62% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 114,518 | 2,896 | 0.01% | 0.0% | 81 | -20,615 | -15.26% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 113,528 | 2,872 | 0.14% | 0.02% | 82 | +102,659 | 944.51% | Q4 2025 | Feb 12, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 104,195 | 2,636 | 0.02% | — | 83 | +104,195 | New | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 101,323 | 2,563 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 96,819 | 2,449 | 0.01% | 0.01% | 85 | +4,082 | 4.4% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 96,740 | 2,448 | 0.0% | 0.0% | 86 | +4,458 | 4.83% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 94,415 | 2,388 | 0.0% | 0.0% | 87 | +33,702 | 55.51% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 92,378 | 2,337 | 0.01% | 0.01% | 88 | +110 | 0.12% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 92,366 | 2,336 | 0.01% | — | 89 | +92,366 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 90,110 | 2,279 | 0.03% | 0.03% | 90 | -4,545 | -4.8% | Q4 2025 | Feb 03, 2026 |
| SG Americas Securities, LLC | History | Added to | 89,506 | 2,265 | 0.0% | 0.0% | 91 | +71,927 | 409.16% | Q4 2025 | Jan 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 89,192 | 2,256 | 0.03% | 0.04% | 92 | -5,484 | -5.79% | Q4 2025 | Feb 06, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 88,724 | 2,244 | 0.02% | 0.03% | 93 | -29,940 | -25.23% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 86,217 | 2,181 | 0.0% | 0.0% | 94 | -6,475 | -6.99% | Q4 2025 | Feb 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 85,071 | 2,152 | 0.01% | 0.0% | 95 | +76,750 | 922.37% | Q4 2025 | Feb 10, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 70,393 | 1,781 | 0.53% | — | 96 | +70,393 | New | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 68,724 | 1,741 | 0.0% | 0.0% | 97 | +39,523 | 135.35% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 68,508 | 1,733 | 0.02% | 0.04% | 98 | -98,624 | -59.01% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 68,023 | 1,721 | 0.0% | 0.0% | 99 | +8,841 | 14.94% | Q4 2025 | Jan 26, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 64,605 | 1,634 | 0.02% | 0.02% | 100 | -2,192 | -3.28% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 63,305 | 1,601 | 0.0% | 0.0% | 101 | -35,191 | -35.73% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 59,740 | 1,511 | 0.0% | 0.0% | 102 | +36,142 | 153.16% | Q4 2025 | Feb 12, 2026 |
| Fieldview Capital Management, LLC | History | New | 58,372 | 1,476 | 0.25% | — | 103 | +58,372 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 57,049 | 1,443 | 0.0% | 0.0% | 104 | +19,958 | 53.81% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 56,808 | 1,437 | 0.02% | 0.02% | 105 | -1,629 | -2.79% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 56,700 | 1,434 | 0.02% | 0.02% | 106 | -600 | -1.05% | Q4 2025 | Jan 16, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 56,310 | 1,424 | 0.02% | 0.01% | 107 | +30,400 | 117.33% | Q4 2025 | Feb 03, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 54,154 | 1,369 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 53,823 | 1,361 | 0.03% | 0.01% | 109 | +31,499 | 141.1% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 53,332 | 1,349 | 0.01% | 0.01% | 110 | -1,512 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 52,207 | 1,320 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 51,642 | 1,307 | 0.0% | 0.0% | 112 | -4,651 | -8.26% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 51,010 | 1,290 | 0.04% | 0.05% | 113 | +1,121 | 2.25% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 50,582 | 1,279 | 0.0% | 0.0% | 114 | -22,350 | -30.64% | Q4 2025 | Feb 12, 2026 |
| Oak Thistle LLC | History | New | 49,138 | 1,243 | 0.17% | — | 115 | +49,138 | New | Q4 2025 | Jan 21, 2026 |
| AXQ CAPITAL, LP | History | New | 48,137 | 1,217 | 0.27% | — | 116 | +48,137 | New | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 46,120 | 1,166 | 0.01% | — | 117 | +46,120 | New | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Added to | 44,756 | 1,132 | 0.04% | 0.01% | 118 | +36,466 | 439.88% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 44,243 | 1,119 | 0.0% | 0.0% | 119 | +13,050 | 41.84% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | New | 44,075 | 1,115 | 0.0% | — | 120 | +44,075 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,950 | 1,113 | 0.0% | 0.0% | 121 | +10,938 | 35.27% | Q4 2025 | Jan 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 42,843 | 1,083 | 0.02% | 0.02% | 122 | +5,784 | 15.61% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 42,687 | 1,079 | 0.01% | 0.01% | 123 | -3,086 | -6.74% | Q4 2025 | Feb 05, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 42,425 | 1,073 | 0.02% | 0.02% | 124 | -8,714 | -17.04% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 41,278 | 1,044 | 0.02% | 0.03% | 125 | -5,304 | -11.39% | Q4 2025 | Jan 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 41,068 | 1,039 | 0.0% | 0.0% | 126 | +10,543 | 34.54% | Q4 2025 | Jan 30, 2026 |
| Olstein Capital Management, L.P. | History | Reduced | 40,000 | 1,012 | 0.21% | 0.22% | 127 | -6,000 | -13.04% | Q4 2025 | Feb 03, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 39,828 | 1,007 | 0.03% | 0.02% | 128 | -3,722 | -8.55% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 39,767 | 1,006 | 0.01% | — | 129 | +39,767 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 39,473 | 998 | 0.0% | 0.0% | 130 | -2,105 | -5.06% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 92,826 | 996 | 0.0% | 0.0% | 133 | +77,082 | 489.6% | Q4 2025 | Mar 09, 2026 |
| AMALGAMATED BANK | History | Added to | 39,379 | 996 | 0.01% | 0.01% | 132 | +1,746 | 4.64% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,390 | 996 | 0.0% | 0.0% | 131 | -811 | -2.02% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 38,700 | 979 | 0.01% | — | 134 | +38,700 | New | Q4 2025 | Feb 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,463 | 886 | 0.01% | 0.01% | 135 | -5,076 | -13.17% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 34,689 | 877 | 0.0% | 0.0% | 136 | -12,167 | -25.97% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 34,605 | 875 | 0.0% | 0.0% | 137 | -4,940 | -12.49% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 34,529 | 873 | 0.0% | 0.0% | 138 | -2,672 | -7.18% | Q4 2025 | Jan 28, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 32,729 | 828 | 0.1% | 0.1% | 139 | +309 | 0.95% | Q4 2025 | Feb 18, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 32,433 | 820 | 0.47% | 0.47% | 140 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 32,200 | 815 | 0.09% | 0.09% | 141 | -400 | -1.23% | Q4 2025 | Jan 26, 2026 |
| Handelsbanken Fonder AB | History | No change | 32,109 | 812 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 31,408 | 795 | 0.01% | 0.01% | 143 | -4,332 | -12.12% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 30,629 | 774 | 0.0% | 0.0% | 144 | -1,110 | -3.5% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 29,023 | 770 | 0.0% | 0.0% | 145 | -2,294 | -7.33% | Q4 2025 | Feb 18, 2026 |
| Retirement Planning Group, LLC | History | Added to | 29,112 | 736 | 0.02% | 0.03% | 146 | +3 | 0.01% | Q4 2025 | Feb 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 28,314 | 716 | 0.01% | 0.01% | 147 | +200 | 0.71% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 28,116 | 711 | 0.0% | 0.01% | 148 | -6,919 | -19.75% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 27,643 | 699 | 0.0% | 0.0% | 149 | -620 | -2.19% | Q4 2025 | Feb 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,600 | 672 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 26,538 | 671 | 0.0% | 0.0% | 151 | +12,915 | 94.8% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,734 | 651 | 0.0% | 0.0% | 152 | +4,395 | 20.6% | Q4 2025 | Feb 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 25,699 | 650 | 0.04% | — | 153 | +25,699 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 25,539 | 646 | 0.0% | 0.0% | 154 | +4,761 | 22.91% | Q4 2025 | Jan 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 25,300 | 640 | 0.01% | 0.01% | 155 | +126 | 0.5% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 24,635 | 623 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 24,507 | 620 | 0.02% | 0.02% | 157 | -1,045 | -4.09% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,966 | 606 | 0.01% | 0.01% | 158 | -16 | -0.07% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 23,476 | 593 | 0.0% | 0.0% | 159 | +5,743 | 32.39% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 23,171 | 586 | 0.0% | 0.0% | 160 | +2,051 | 9.71% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,890 | 579 | 0.0% | 0.0% | 161 | +14,487 | 172.4% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 22,177 | 567 | 0.01% | 0.01% | 162 | -557 | -2.45% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,844 | 552 | 0.0% | 0.0% | 163 | +5,567 | 34.2% | Q4 2025 | Feb 03, 2026 |
| Curated Wealth Partners LLC | History | Added to | 21,743 | 550 | 0.06% | 0.05% | 164 | +5,258 | 31.9% | Q4 2025 | Jan 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,471 | 543 | 0.0% | 0.0% | 165 | +4,907 | 29.62% | Q4 2025 | Feb 17, 2026 |
| Impact Capital Partners LLC | History | Reduced | 21,492 | 543 | 0.16% | 0.17% | 166 | -1,728 | -7.44% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 21,357 | 540 | 0.01% | 0.01% | 167 | -1,183 | -5.25% | Q4 2025 | Feb 02, 2026 |
| Bayforest Capital Ltd | History | Added to | 21,229 | 537 | 0.4% | 0.03% | 168 | +18,658 | 725.71% | Q4 2025 | Jan 27, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 20,826 | 526 | 0.15% | 0.15% | 169 | -127 | -0.61% | Q4 2025 | Feb 06, 2026 |
| WESBANCO BANK INC | History | No change | 20,437 | 517 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DRW Securities, LLC | History | New | 20,054 | 507 | 0.01% | — | 171 | +20,054 | New | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 19,347 | 489 | 0.02% | 0.02% | 172 | +4,319 | 28.74% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | New | 18,978 | 480 | 0.01% | — | 173 | +18,978 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 18,904 | 478 | 0.0% | 0.0% | 174 | +2,033 | 12.05% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | Reduced | 18,867 | 477 | 0.0% | 0.0% | 175 | -3,355 | -15.1% | Q4 2025 | Feb 17, 2026 |
| Impact Partnership Wealth, LLC | History | New | 18,747 | 474 | 0.06% | — | 176 | +18,747 | New | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 17,527 | 443 | 0.02% | 0.01% | 177 | +7,407 | 73.19% | Q4 2025 | Feb 09, 2026 |
| PROFUND ADVISORS LLC | History | New | 17,366 | 439 | 0.01% | — | 178 | +17,366 | New | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 17,359 | 430 | 0.01% | 0.01% | 179 | -5,482 | -24.0% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 16,901 | 427 | 0.0% | — | 180 | +16,901 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 16,575 | 419 | 0.0% | 0.0% | 181 | +1,073 | 6.92% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | New | 15,796 | 399 | 0.0% | — | 182 | +15,796 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,629 | 395 | 0.01% | 0.01% | 183 | -58 | -0.37% | Q4 2025 | Jan 22, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 15,500 | 392 | 0.0% | — | 184 | +15,500 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 15,104 | 386 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Brooklyn Investment Group | History | New | 14,905 | 383 | 0.02% | — | 186 | +14,905 | New | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 15,094 | 381 | 0.0% | 0.0% | 187 | +3,744 | 32.99% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,997 | 379 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 13,561 | 360 | 0.04% | — | 190 | +13,561 | New | Q4 2025 | Feb 23, 2026 |
| World Investment Advisors | History | Reduced | 14,248 | 360 | 0.01% | 0.01% | 189 | -1,031 | -6.75% | Q4 2025 | Mar 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,166 | 358 | 0.0% | 0.0% | 191 | -35 | -0.25% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,140 | 357 | 0.0% | 0.0% | 192 | +180 | 1.29% | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 14,039 | 355 | 0.0% | — | 193 | +14,039 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 14,005 | 354 | 0.0% | 0.0% | 194 | -132 | -0.93% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 13,916 | 352 | 0.01% | 0.0% | 195 | +9,379 | 206.72% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 13,469 | 340 | 0.01% | 0.01% | 196 | -2,264 | -14.39% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,403 | 339 | 0.0% | 0.0% | 197 | +6,855 | 104.69% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | No change | 13,275 | 335 | 0.13% | 0.13% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,445 | 314 | 0.0% | 0.0% | 200 | +4,275 | 52.33% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,422 | 314 | 0.0% | 0.0% | 199 | +3,950 | 46.62% | Q4 2025 | Jan 26, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 12,302 | 311 | 0.01% | 0.02% | 201 | -567 | -4.41% | Q4 2025 | Feb 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,212 | 308 | 0.0% | 0.0% | 202 | -17,008 | -58.21% | Q4 2025 | Jan 28, 2026 |
| CIBC Asset Management Inc | History | Added to | 12,173 | 307 | 0.0% | 0.0% | 203 | +3,701 | 43.69% | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | New | 11,659 | 294 | 0.01% | — | 205 | +11,659 | New | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,651 | 294 | 0.0% | 0.0% | 204 | -135 | -1.15% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | New | 10,726 | 290 | 0.01% | — | 206 | +10,726 | New | Q4 2025 | Jan 28, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 11,131 | 281 | 0.11% | — | 207 | +11,131 | New | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 10,897 | 275 | 0.0% | 0.0% | 208 | +1,517 | 16.17% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,763 | 272 | 0.0% | 0.0% | 209 | -178 | -1.63% | Q4 2025 | Feb 06, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 10,380 | 262 | 0.15% | — | 211 | +10,380 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 10,365 | 262 | 0.0% | — | 210 | +10,365 | New | Q4 2025 | Feb 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 10,144 | 256 | 0.04% | — | 212 | +10,144 | New | Q4 2025 | Jan 26, 2026 |
| Entropy Technologies, LP | History | New | 10,094 | 255 | 0.01% | — | 214 | +10,094 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | Reduced | 10,102 | 255 | 0.04% | 0.06% | 213 | -3,612 | -26.34% | Q4 2025 | Jan 29, 2026 |
| Jefferies Financial Group Inc. | History | New | 9,698 | 245 | 0.0% | — | 215 | +9,698 | New | Q4 2025 | Feb 09, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,610 | 243 | 0.0% | 0.0% | 216 | -13,800 | -58.95% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 9,595 | 242 | 0.02% | — | 217 | +9,595 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,525 | 240 | 0.0% | 0.0% | 220 | -1,278 | -11.83% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,507 | 240 | 0.0% | 0.0% | 218 | +836 | 9.64% | Q4 2025 | Feb 02, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 9,470 | 240 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,223 | 233 | 0.0% | 0.0% | 221 | -3,627 | -28.23% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 8,493 | 214 | 0.0% | — | 223 | +8,493 | New | Q4 2025 | Jan 16, 2026 |
| Ballentine Partners, LLC | History | New | 8,473 | 214 | 0.0% | — | 222 | +8,473 | New | Q4 2025 | Feb 03, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 8,172 | 214 | 0.0% | — | 224 | +8,172 | New | Q4 2025 | Jan 08, 2026 |
| Sagewood Asset Management LP | History | New | 8,441 | 213 | 0.08% | — | 225 | +8,441 | New | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | New | 8,132 | 205 | 0.0% | — | 226 | +8,132 | New | Q4 2025 | Feb 03, 2026 |
| Ethic Inc. | History | Reduced | 8,033 | 203 | 0.0% | 0.0% | 227 | -1,193 | -12.93% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Reduced | 7,993 | 202 | 0.0% | 0.0% | 228 | -2,112 | -20.9% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Added to | 7,336 | 186 | 0.1% | 0.09% | 229 | +953 | 14.93% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,291 | 184 | 0.0% | 0.0% | 230 | -451 | -5.83% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6,738 | 170 | 0.01% | 0.0% | 231 | +3,200 | 90.45% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6,633 | 167 | 0.01% | 0.01% | 232 | +114 | 1.75% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 6,572 | 166 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,320 | 159 | 0.0% | 0.0% | 234 | +266 | 4.39% | Q4 2025 | Jan 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 6,104 | 148 | 0.0% | 0.0% | 235 | -20,620 | -77.16% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 5,626 | 142 | 0.01% | 0.01% | 236 | +485 | 9.43% | Q4 2025 | Jan 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 5,499 | 139 | 0.06% | 0.08% | 237 | -583 | -9.59% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,462 | 138 | 0.0% | 0.0% | 238 | -52 | -0.94% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,944 | 125 | 0.02% | 0.01% | 239 | +509 | 11.48% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,646 | 117 | 0.0% | 0.0% | 240 | +925 | 24.86% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Reduced | 4,435 | 112 | 0.01% | 0.01% | 241 | -204 | -4.4% | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,030 | 103 | 0.0% | 0.01% | 242 | +30 | 0.75% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,762 | 95 | 0.0% | 0.0% | 243 | +703 | 22.98% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 3,629 | 92 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,268 | 82 | 0.0% | 0.0% | 245 | -391 | -10.69% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | New | 3,200 | 80 | 0.0% | — | 246 | +3,200 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,044 | 77 | 0.01% | — | 247 | +3,044 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 2,947 | 74 | 0.01% | 0.0% | 249 | +2,096 | 246.3% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 2,952 | 74 | 0.0% | 0.0% | 248 | -42 | -1.4% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,821 | 71 | 0.0% | 0.0% | 250 | +1,798 | 175.76% | Q4 2025 | Jan 23, 2026 |
| Quent Capital, LLC | History | Added to | 2,802 | 70 | 0.01% | 0.01% | 251 | +188 | 7.19% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 2,765 | 69 | 0.0% | — | 252 | +2,765 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 2,729 | 69 | 0.0% | 0.0% | 253 | +1,620 | 146.08% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,694 | 68 | 0.0% | 0.0% | 254 | -82 | -2.95% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,649 | 67 | 0.0% | 0.0% | 255 | +2,263 | 586.27% | Q4 2025 | Mar 16, 2026 |
| Ancora Advisors LLC | History | New | 2,524 | 63 | 0.0% | — | 256 | +2,524 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,211 | 58 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,017 | 51 | 0.0% | 0.0% | 258 | -71 | -3.4% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | No change | 1,900 | 48 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,866 | 47 | 0.0% | 0.0% | 260 | +143 | 8.3% | Q4 2025 | Feb 17, 2026 |
| Eagle Bay Advisors LLC | History | New | 1,803 | 45 | 0.03% | — | 261 | +1,803 | New | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,702 | 43 | 0.0% | 0.0% | 262 | +534 | 45.72% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,628 | 41 | 0.0% | 0.0% | 263 | +410 | 33.66% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,430 | 36 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,109 | 28 | 0.0% | 0.0% | 265 | +55 | 5.22% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,010 | 25 | 0.0% | — | 266 | +1,010 | New | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 833 | 21 | 0.0% | 0.0% | 267 | +521 | 166.99% | Q4 2025 | Jan 28, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 800 | 20 | 0.0% | 0.0% | 268 | +600 | 300.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Added to | 649 | 16 | 0.0% | 0.0% | 269 | +154 | 31.11% | Q4 2025 | Jan 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 620 | 15 | 0.0% | 0.01% | 270 | +138 | 28.63% | Q4 2025 | Mar 03, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 500 | 13 | 0.0% | 0.01% | 272 | -300 | -37.5% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 538 | 13 | 0.0% | 0.0% | 271 | -2 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 451 | 11 | 0.0% | 0.0% | 273 | +64 | 16.54% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 388 | 10 | 0.0% | — | 274 | +388 | New | Q4 2025 | Jan 21, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 321 | 8 | 0.0% | — | 275 | +321 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 300 | 7 | 0.0% | 0.0% | 276 | -395 | -56.83% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 282 | 7 | 0.0% | 0.0% | 277 | +37 | 15.1% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 236 | 5 | 0.0% | 0.0% | 278 | -7,028 | -96.75% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 215 | 5 | 0.0% | — | 281 | +215 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 220 | 5 | 0.0% | — | 279 | +200 | 1000.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 201 | 5 | 0.0% | 0.0% | 280 | +2 | 1.01% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 186 | 4 | 0.0% | — | 282 | +161 | 644.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 169 | 4 | 0.0% | — | 284 | +153 | 956.25% | Q4 2025 | Jan 21, 2026 |
| High Note Wealth, LLC | History | Added to | 196 | 4 | 0.0% | 0.0% | 283 | +31 | 18.79% | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | Added to | 119 | 3 | 0.0% | 0.0% | 286 | +19 | 19.0% | Q4 2025 | Jan 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 137 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 114 | 2 | 0.0% | 0.0% | 287 | -797 | -87.49% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 116 | 2 | 0.0% | 0.0% | 289 | +44 | 61.11% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 92 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Navigoe, LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WPG Advisers, LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 73 | 1 | 0.0% | 0.0% | 294 | -1,869 | -96.24% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | New | 77 | 1 | 0.0% | — | 297 | +77 | New | Q4 2025 | Jan 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 71 | 1 | 0.0% | — | 296 | +71 | New | Q4 2025 | Jan 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 69 | 1 | 0.0% | — | 299 | +69 | New | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 45 | 1 | 0.0% | 0.0% | 295 | -25 | -35.71% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 45 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 75 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80,437 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -47,132 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,448 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -28,981 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -26,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,970 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,231 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -11,313 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,333 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -8,413 | -100.0% | Q3 2025 | Nov 13, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -5,597 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 36 | 0 | — | 0.0% | — | -1,050 | -96.69% | Q4 2025 | Feb 10, 2026 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -903 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -449 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Elevated Capital Advisors, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Jan 27, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -11 | -23.91% | Q4 2025 | Jan 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 21 | 0 | — | — | — | +5 | 31.25% | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q4 2025 | Feb 02, 2026 |
| Kilter Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |