NATIONAL BEVERAGE CORP - FIZZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 27 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 | 3,940,501 | 125,662 | 0.0% | 0.0% | 1 | +278,988 | 7.62% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,176,097 | 101,285 | 0.16% | 0.16% | 2 | -48,569 | -1.51% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,784,866 | 88,809 | 0.0% | 0.0% | 3 | +41,139 | 1.5% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,314,776 | 73,818 | 0.2% | 0.22% | 4 | -172,862 | -6.95% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,444,432 | 46,065 | 0.01% | 0.01% | 5 | +56,027 | 4.04% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 902,801 | 28,790 | 0.0% | 0.0% | 6 | +28,036 | 3.2% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 754,412 | 24,060 | 0.0% | 0.0% | 7 | +4,288 | 0.57% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 432,692 | 13,798 | 0.0% | 0.0% | 8 | +41,445 | 10.59% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 391,465 | 12,483 | 0.0% | 0.0% | 9 | +165,027 | 72.88% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 340,101 | 10,845 | 0.01% | 0.01% | 10 | +61,706 | 22.16% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 296,800 | 9,464 | 0.02% | 0.02% | 11 | +10,400 | 3.63% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 280,472 | 8,944 | 0.0% | 0.0% | 12 | +5,160 | 1.87% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 275,269 | 8,778 | 0.0% | 0.0% | 13 | +4,335 | 1.6% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 261,990 | 8,354 | 0.0% | — | 14 | +261,990 | New | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 243,714 | 7,772 | 0.0% | 0.0% | 15 | +102,950 | 73.14% | Q4 2025 | Mar 25, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 224,339 | 7,154 | 0.01% | 0.01% | 16 | +31,783 | 16.51% | Q4 2025 | Feb 10, 2026 |
| DENALI ADVISORS LLC | History | Added to | 222,762 | 7,103 | 0.79% | 0.76% | 17 | +40,500 | 22.22% | Q4 2025 | Feb 03, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 217,295 | 6,930 | 0.11% | 0.14% | 18 | -2,242 | -1.02% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 215,004 | 6,856 | 0.01% | 0.02% | 19 | -105,683 | -32.96% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 211,958 | 6,759 | 0.0% | 0.0% | 20 | -32,617 | -13.34% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 209,600 | 6,684 | 0.0% | 0.0% | 21 | -8,275 | -3.8% | Q4 2025 | Feb 13, 2026 |
| RK Asset Management, LLC | History | Added to | 195,868 | 6,246 | 5.89% | 6.37% | 22 | +6,085 | 3.21% | Q4 2025 | Jan 05, 2026 |
| Invesco Ltd. | History | Added to | 191,927 | 6,120 | 0.0% | 0.0% | 23 | +5,934 | 3.19% | Q4 2025 | Feb 19, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 172,570 | 5,503 | 0.02% | 0.02% | 24 | +54,877 | 46.63% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 172,427 | 5,498 | 0.0% | 0.0% | 25 | +7,555 | 4.58% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 135,365 | 4,316 | 0.0% | 0.01% | 26 | -108,887 | -44.58% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 128,520 | 4,098 | 0.0% | 0.0% | 27 | +76,958 | 149.25% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 120,000 | 3,827 | 0.05% | 0.06% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 119,031 | 3,795 | 0.04% | 0.03% | 29 | +43,203 | 56.97% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 111,964 | 3,570 | 0.0% | 0.0% | 30 | -1,273 | -1.12% | Q4 2025 | Feb 02, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 107,944 | 3,442 | 0.01% | 0.0% | 31 | +97,766 | 960.56% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 98,615 | 3,144 | 0.0% | 0.0% | 32 | -60,079 | -37.86% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 92,443 | 2,947 | 0.0% | 0.0% | 34 | +77,281 | 509.7% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,412 | 2,947 | 0.0% | 0.0% | 33 | +62,918 | 213.32% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 83,703 | 2,669 | 0.01% | — | 35 | +83,703 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 81,166 | 2,588 | 0.01% | 0.01% | 36 | -10,155 | -11.12% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,729 | 2,510 | 0.0% | 0.0% | 37 | -3,034 | -3.71% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 78,361 | 2,498 | 0.02% | 0.03% | 38 | +3,830 | 5.14% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 74,884 | 2,388 | 0.0% | 0.0% | 39 | +16,881 | 29.1% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 67,716 | 2,159 | 0.0% | 0.0% | 40 | -8,450 | -11.09% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 66,802 | 2,130 | 0.0% | 29.45% | 41 | -105,022 | -61.12% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 66,200 | 2,111 | 0.0% | 0.0% | 42 | +9,200 | 16.14% | Q4 2025 | Feb 12, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 63,624 | 2,028 | 0.0% | 0.0% | 43 | +23,071 | 56.89% | Q4 2025 | Jan 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 60,581 | 1,931 | 0.0% | 0.0% | 44 | -4,212 | -6.5% | Q4 2025 | Feb 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 60,322 | 1,923 | 0.13% | 0.26% | 45 | -49,243 | -44.94% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 58,297 | 1,859 | 0.0% | 0.0% | 46 | -5,042 | -7.96% | Q4 2025 | Feb 09, 2026 |
| Swiss National Bank | History | Added to | 55,400 | 1,766 | 0.0% | 0.0% | 47 | +900 | 1.65% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 52,802 | 1,683 | 0.0% | 0.0% | 48 | -86,500 | -62.1% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 52,369 | 1,670 | 0.0% | 0.0% | 49 | -3,191 | -5.74% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 51,198 | 1,632 | 0.0% | — | 50 | +51,198 | New | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 50,121 | 1,598 | 0.01% | 0.02% | 51 | +791 | 1.6% | Q4 2025 | Jan 14, 2026 |
| Tidal Investments LLC | History | Added to | 49,815 | 1,588 | 0.0% | 0.0% | 52 | +7,755 | 18.44% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 44,456 | 1,417 | 0.0% | 0.0% | 53 | +453 | 1.03% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 44,179 | 1,408 | 0.0% | 0.0% | 54 | +457 | 1.05% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 42,340 | 1,350 | 0.0% | 0.0% | 55 | +7,079 | 20.08% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 41,738 | 1,331 | 0.0% | 0.0% | 56 | -29,494 | -41.41% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 39,500 | 1,259 | 0.01% | — | 57 | +39,500 | New | Q4 2025 | Feb 05, 2026 |
| Values First Advisors, Inc. | History | Reduced | 37,390 | 1,192 | 0.62% | 0.79% | 58 | -2,509 | -6.29% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 35,199 | 1,122 | 0.0% | 0.0% | 59 | -118,105 | -77.04% | Q4 2025 | Feb 17, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 35,027 | 1,117 | 0.11% | 0.14% | 60 | -2,674 | -7.09% | Q4 2025 | Jan 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 34,622 | 1,104 | 0.07% | 0.05% | 61 | +23,730 | 217.87% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 33,591 | 1,071 | 0.0% | 0.0% | 62 | -1,059 | -3.06% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 31,603 | 1,007 | 0.02% | 0.02% | 63 | -3,790 | -10.71% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 31,482 | 1,003 | 0.0% | 0.0% | 64 | +9,994 | 46.51% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 30,093 | 959 | 0.01% | 0.01% | 65 | -2,700 | -8.23% | Q4 2025 | Feb 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 28,680 | 915 | 0.0% | 0.0% | 66 | +4,749 | 19.84% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 27,946 | 891 | 0.02% | 0.02% | 67 | +4,627 | 19.84% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 26,537 | 846 | 0.0% | 0.0% | 68 | +7,531 | 39.62% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,201 | 835 | 0.0% | 0.01% | 69 | -1,099 | -4.03% | Q4 2025 | Jan 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 26,027 | 830 | 0.0% | 0.0% | 70 | -3,765 | -12.64% | Q4 2025 | Jan 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,528 | 814 | 0.0% | 0.0% | 71 | -22 | -0.09% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,260 | 805 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 24,871 | 793 | 0.0% | 0.0% | 73 | +1,331 | 5.65% | Q4 2025 | Jan 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 24,400 | 778 | 0.07% | — | 74 | +24,400 | New | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 24,215 | 772 | 0.0% | 0.0% | 75 | -252 | -1.03% | Q4 2025 | Mar 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 24,169 | 770 | 0.0% | 0.0% | 76 | +1,775 | 7.93% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 22,365 | 713 | 0.0% | 0.0% | 77 | -5,843 | -20.71% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,327 | 712 | 0.0% | 0.0% | 78 | +7,365 | 49.22% | Q4 2025 | Feb 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 22,056 | 703 | 0.0% | 0.0% | 79 | -1,650 | -6.96% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 21,713 | 692 | 0.02% | 0.02% | 80 | +13 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Laurion Capital Management LP | History | New | 21,227 | 676 | 0.03% | — | 81 | +21,227 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 20,399 | 650 | 0.0% | 0.0% | 82 | -31,195 | -60.46% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 19,413 | 619 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 19,083 | 608 | 0.01% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | New | 18,436 | 587 | 0.01% | — | 85 | +18,436 | New | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,322 | 552 | 0.0% | 0.0% | 86 | +6,270 | 56.73% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | New | 17,162 | 547 | 0.01% | — | 87 | +17,162 | New | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,448 | 524 | 0.0% | — | 88 | +16,448 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,082 | 513 | 0.0% | 0.0% | 89 | -803 | -4.76% | Q4 2025 | Feb 05, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 16,103 | 513 | 0.01% | 0.01% | 90 | +342 | 2.17% | Q4 2025 | Jan 23, 2026 |
| Aquatic Capital Management LLC | History | Added to | 15,713 | 501 | 0.01% | 0.01% | 91 | +609 | 4.03% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 15,353 | 490 | 0.04% | 0.24% | 92 | -61,762 | -80.09% | Q4 2025 | Feb 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,786 | 471 | 0.0% | — | 93 | +14,786 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 14,747 | 470 | 0.0% | 0.0% | 94 | -2,568 | -14.83% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 14,520 | 463 | 0.01% | — | 95 | +14,520 | New | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,200 | 452 | 0.0% | 0.0% | 96 | +8,600 | 153.57% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,127 | 450 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 13,647 | 435 | 0.01% | 0.02% | 98 | -2,665 | -16.34% | Q4 2025 | Jan 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 13,313 | 424 | 0.01% | 0.01% | 99 | +690 | 5.47% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,030 | 415 | 0.0% | 0.0% | 100 | +2,940 | 29.14% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 13,000 | 414 | 0.0% | 0.0% | 101 | +12,900 | 12900.0% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 12,845 | 409 | 0.0% | 0.0% | 102 | +1,590 | 14.13% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,850 | 409 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 12,663 | 403 | 0.0% | 0.0% | 104 | +5,005 | 65.36% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 12,528 | 402 | 0.0% | — | 105 | +12,528 | New | Q4 2025 | Mar 20, 2026 |
| ExodusPoint Capital Management, LP | History | New | 12,474 | 397 | 0.0% | — | 106 | +12,474 | New | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 11,635 | 396 | 0.0% | 0.0% | 107 | +5,879 | 102.14% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 11,960 | 381 | 0.0% | 0.0% | 108 | -638 | -5.06% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,900 | 379 | 0.0% | 0.0% | 109 | +6,200 | 108.77% | Q4 2025 | Jan 28, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 11,573 | 369 | 0.0% | 0.0% | 110 | +2,620 | 29.26% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 11,591 | 369 | 0.0% | 0.01% | 111 | -945 | -7.54% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,598 | 369 | 0.0% | 0.0% | 112 | -554 | -4.56% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 11,388 | 363 | 0.0% | 0.0% | 113 | +39 | 0.34% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 11,143 | 355 | 0.0% | 0.0% | 114 | -5 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,700 | 341 | 0.01% | 0.01% | 115 | -100 | -0.93% | Q4 2025 | Jan 16, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,583 | 307 | 0.0% | 0.0% | 116 | +2,829 | 41.89% | Q4 2025 | Jan 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 9,362 | 298 | 0.0% | — | 117 | +9,362 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,175 | 292 | 0.01% | 0.01% | 118 | -499 | -5.16% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,067 | 289 | 0.0% | 0.0% | 119 | +3,647 | 67.29% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,002 | 287 | 0.0% | 0.0% | 120 | -1,744 | -16.23% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,883 | 283 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Added to | 7,907 | 252 | 0.01% | 0.01% | 122 | +2,745 | 53.18% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,800 | 248 | 0.0% | — | 123 | +7,800 | New | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | Reduced | 7,772 | 247 | 0.0% | 0.0% | 124 | -533 | -6.42% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | New | 7,549 | 240 | 0.0% | — | 125 | +7,549 | New | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | New | 7,543 | 240 | 0.04% | — | 126 | +7,543 | New | Q4 2025 | Feb 24, 2026 |
| Atria Investments, Inc | History | Added to | 7,285 | 232 | 0.0% | 0.0% | 127 | +603 | 9.02% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 7,088 | 226 | 0.0% | 0.0% | 128 | -643 | -8.32% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,838 | 218 | 0.0% | 0.0% | 129 | -62 | -0.9% | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 6,796 | 216 | 0.0% | 0.0% | 130 | -8,788 | -56.39% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,628 | 211 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 5,924 | 188 | 0.0% | 0.0% | 132 | -946 | -13.77% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 5,871 | 187 | 0.0% | 0.0% | 133 | -807 | -12.08% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,328 | 169 | 0.0% | 0.0% | 134 | +100 | 1.91% | Q4 2025 | Feb 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,092 | 162 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Covestor Ltd | History | Added to | 3,979 | 127 | 0.07% | 0.07% | 136 | +604 | 17.9% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,738 | 119 | 0.0% | 0.0% | 137 | +5 | 0.13% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | Reduced | 3,709 | 118 | 0.0% | 0.0% | 138 | -1,211 | -24.61% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,698 | 118 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,034 | 96 | 0.0% | 0.01% | 140 | -1,065 | -25.98% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,712 | 86 | 0.0% | 0.0% | 141 | -85 | -3.04% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 2,498 | 79 | 0.0% | 0.0% | 142 | -1,631 | -39.5% | Q4 2025 | Feb 24, 2026 |
| CWM, LLC | History | Added to | 2,217 | 71 | 0.0% | 0.0% | 143 | +985 | 79.95% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,979 | 63 | 0.0% | — | 145 | +1,979 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,005 | 63 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,547 | 49 | 0.0% | 0.0% | 146 | +688 | 80.09% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,520 | 48 | 0.0% | 0.0% | 147 | -147 | -8.82% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,481 | 47 | 0.0% | 0.0% | 148 | +22 | 1.51% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,382 | 44 | 0.0% | 0.0% | 149 | +38 | 2.83% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | Added to | 1,296 | 41 | 0.02% | 0.0% | 151 | +1,081 | 502.79% | Q4 2025 | Jan 27, 2026 |
| Eukles Asset Management | History | No change | 1,289 | 41 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,245 | 39 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Jessup Wealth Management, Inc | History | New | 1,190 | 37 | 0.01% | — | 153 | +1,190 | New | Q4 2025 | Feb 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,132 | 36 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,111 | 35 | 0.02% | 0.01% | 155 | +678 | 156.58% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 958 | 30 | 0.0% | 0.0% | 156 | +270 | 39.24% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 913 | 29 | 0.0% | — | 157 | +913 | New | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 930 | 29 | 0.0% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 900 | 28 | 0.0% | 0.0% | 159 | +815 | 958.82% | Q4 2025 | Mar 16, 2026 |
| AlphaQuest LLC | History | No change | 891 | 28 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 830 | 26 | 0.0% | 0.0% | 161 | -524 | -38.7% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 763 | 24 | 0.0% | 0.0% | 162 | +652 | 587.39% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 631 | 20 | 0.0% | — | 163 | +631 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 563 | 17 | 0.0% | 0.0% | 164 | -58 | -9.34% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 529 | 16 | 0.0% | 0.0% | 165 | -1,137 | -68.25% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 459 | 14 | 0.0% | 0.0% | 166 | +203 | 79.3% | Q4 2025 | Feb 02, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 455 | 14 | 0.0% | 0.0% | 167 | +150 | 49.18% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 456 | 14 | 0.0% | 0.0% | 168 | -92 | -16.79% | Q4 2025 | Jan 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 398 | 12 | 0.0% | — | 170 | +398 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 377 | 12 | 0.0% | 0.0% | 171 | +61 | 19.3% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 395 | 12 | 0.0% | 0.0% | 169 | +50 | 14.49% | Q4 2025 | Feb 13, 2026 |
| Boreal Capital Management LLC | History | No change | 400 | 12 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 354 | 11 | 0.0% | 0.0% | 173 | +19 | 5.67% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 315 | 10 | 0.0% | 0.0% | 175 | +182 | 136.84% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 315 | 10 | 0.0% | 0.0% | 174 | +60 | 23.53% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 283 | 9 | 0.0% | 0.0% | 176 | -594 | -67.73% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 308 | 9 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 253 | 8 | 0.0% | 0.0% | 178 | -287 | -53.15% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 264 | 8 | 0.0% | 0.0% | 179 | +69 | 35.38% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 212 | 6 | 0.0% | — | 186 | +212 | New | Q4 2025 | Jan 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 198 | 6 | 0.0% | — | 181 | +198 | New | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 199 | 6 | 0.0% | 0.0% | 184 | -157 | -44.1% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 200 | 6 | 0.0% | 0.0% | 180 | -138 | -40.83% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 215 | 6 | 0.0% | 0.0% | 182 | +87 | 67.97% | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 197 | 6 | 0.0% | 0.0% | 185 | +10 | 5.35% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 6 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Added to | 187 | 5 | 0.0% | 0.0% | 187 | +130 | 228.07% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 159 | 5 | 0.0% | 0.0% | 188 | +101 | 174.14% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 136 | 4 | 0.0% | 0.0% | 189 | -274 | -66.83% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Added to | 146 | 4 | 0.0% | 0.0% | 191 | +26 | 21.67% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 142 | 4 | 0.0% | 0.0% | 190 | -4 | -2.74% | Q4 2025 | Feb 03, 2026 |
| Bare Financial Services, Inc | History | New | 107 | 3 | 0.0% | — | 195 | +107 | New | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 92 | 3 | 0.0% | — | 193 | +92 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 116 | 3 | 0.0% | 0.0% | 194 | +20 | 20.83% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 80 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 74 | 2 | 0.0% | 0.0% | 196 | -992 | -93.06% | Q4 2025 | Feb 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 89 | 2 | 0.0% | — | 201 | +89 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 90 | 2 | 0.0% | 0.0% | 200 | +48 | 114.29% | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Added to | 68 | 2 | 0.0% | — | 198 | +44 | 183.33% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Concord Wealth Partners | History | No change | 69 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 205 | -355 | -89.42% | Q4 2025 | Feb 06, 2026 |
| Kilter Group LLC | History | New | 58 | 1 | 0.0% | — | 210 | +58 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 57 | 1 | 0.0% | 0.0% | 208 | -52 | -47.71% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 50 | 1 | 0.0% | — | 204 | +50 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 40 | 1 | 0.0% | — | 207 | +40 | New | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -28,366 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -28,034 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -24,594 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -20,560 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,585 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,328 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.7% | — | -15,219 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,280 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,265 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,189 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -6,349 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -6,157 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,961 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,931 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,882 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,472 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,055 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -985 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -515 | -96.08% | Q4 2025 | Jan 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 29 | 0 | — | 0.0% | — | -221 | -88.4% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | Reduced | 12 | 0 | — | 0.0% | — | -80 | -86.96% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -50 | -73.53% | Q4 2025 | Jan 23, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 21, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 05, 2025 |
| OPTIMA CAPITAL LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Added to | 21 | 0 | — | — | — | +20 | 2000.0% | Q4 2025 | Jan 08, 2026 |
| Manchester Capital Management LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 12 | 0 | — | — | — | -7 | -36.84% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CIBC Private Wealth Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q4 2025 | Jan 16, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| American Capital Advisory, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |