MEXICAN ECONOMIC DEVELOPMENT INC - FMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | History | Reduced | 12,507,215 | 1,264,104 | 2.22% | 2.25% | 1 | -1,311 | -0.01% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,025,277 | 608,975 | 0.1% | — | 2 | +6,025,277 | New | Q4 2025 | Feb 17, 2026 |
| HARDING LOEVNER LP | History | Added to | 5,934,259 | 599,789 | 5.28% | 4.15% | 3 | +201,052 | 3.51% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 3,850,882 | 389,208 | 0.1% | 0.1% | 4 | +88,721 | 2.36% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 3,557,873 | 359,594 | 0.02% | 0.02% | 5 | +1,241 | 0.03% | Q4 2025 | Feb 17, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 3,496,366 | 353,377 | 0.29% | 0.27% | 6 | -256,379 | -6.83% | Q4 2025 | Jan 23, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 2,956,155 | 297,507 | 0.23% | — | 7 | +2,956,155 | New | Q4 2025 | Feb 13, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 2,704,716 | 273,365 | 0.35% | 0.43% | 8 | -1,383 | -0.05% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,286,601 | 130,036 | 0.01% | 0.01% | 9 | -149,529 | -10.41% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 1,244,820 | 125,813 | 0.02% | 0.02% | 10 | +197,914 | 18.9% | Q4 2025 | Feb 19, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 962,690 | 97,306 | 2.04% | 2.53% | 11 | -182,190 | -15.91% | Q4 2025 | Feb 05, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Reduced | 908,649 | 91,837 | 3.29% | 3.33% | 12 | -4,243 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 771,027 | 77,927 | 0.11% | 0.11% | 13 | -29,072 | -3.63% | Q4 2025 | Jan 23, 2026 |
| Black Creek Investment Management Inc. | History | Reduced | 717,562 | 72,523 | 3.6% | 3.56% | 14 | -47,189 | -6.17% | Q4 2025 | Feb 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | New | 672,848 | 68,004 | 0.46% | — | 15 | +672,848 | New | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 667,269 | 67,440 | 0.11% | 0.09% | 16 | -8,540 | -1.26% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 666,444 | 67,356 | 0.1% | — | 17 | +666,444 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 647,410 | 65,433 | 0.04% | 0.03% | 18 | +47,428 | 7.9% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 567,718 | 57,379 | 0.01% | 0.0% | 19 | +407,140 | 253.55% | Q4 2025 | Mar 25, 2026 |
| Amundi | History | Reduced | 558,967 | 56,494 | 0.02% | 0.02% | 20 | -6,196 | -1.1% | Q4 2025 | Feb 17, 2026 |
| LBP AM SA | History | Added to | 529,380 | 53,504 | 0.62% | 0.63% | 21 | +10,848 | 2.09% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 526,391 | 53,202 | 0.09% | 0.09% | 22 | +14,687 | 2.87% | Q4 2025 | Feb 12, 2026 |
| Employees Retirement System of Texas | History | Reduced | 493,602 | 49,888 | 0.41% | 0.41% | 23 | -20,515 | -3.99% | Q4 2025 | Feb 09, 2026 |
| Northcape Capital Pty Ltd | History | Added to | 448,439 | 46,278 | 5.34% | 5.31% | 24 | +58,920 | 15.13% | Q4 2025 | Jan 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 455,404 | 46,027 | 0.01% | 0.01% | 25 | +25,267 | 5.87% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 427,004 | 43,157 | 0.0% | 0.0% | 26 | -42,947 | -9.14% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 417,717 | 42,218 | 0.0% | 0.0% | 27 | -273,322 | -39.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 415,043 | 41,948 | 0.0% | 0.01% | 28 | -343,143 | -45.26% | Q4 2025 | Feb 17, 2026 |
| Itau Unibanco Holding S.A. | History | New | 409,557 | 41,407 | 0.99% | — | 29 | +409,557 | New | Q4 2025 | Feb 13, 2026 |
| INCA Investments LLC | History | Added to | 395,261 | 39,949 | 13.97% | 16.78% | 30 | +25,536 | 6.91% | Q4 2025 | Feb 04, 2026 |
| Skerryvore Asset Management Ltd | History | Reduced | 351,421 | 35,518 | 27.69% | 24.21% | 31 | -22,428 | -6.0% | Q4 2025 | Feb 13, 2026 |
| USS Investment Management Ltd | History | No change | 319,194 | 32,251 | 0.15% | 0.14% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 295,582 | 29,874 | 0.11% | 0.12% | 33 | -23,718 | -7.43% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 272,685 | 27,560 | 0.01% | 0.01% | 34 | -2,275 | -0.83% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 253,350 | 25,606 | 0.01% | 0.0% | 35 | +102,431 | 67.87% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 248,654 | 25,131 | 0.0% | 0.01% | 36 | -87,808 | -26.1% | Q4 2025 | Jan 29, 2026 |
| Cook & Bynum Capital Management, LLC | History | No change | 233,445 | 23,594 | 19.72% | 18.39% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 208,729 | 21,096 | 0.02% | 0.02% | 38 | -26,869 | -11.4% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 203,498 | 20,567 | 0.16% | 0.12% | 39 | +59,633 | 41.45% | Q4 2025 | Jan 14, 2026 |
| GABELLI FUNDS LLC | History | New | 201,200 | 20,335 | 0.14% | — | 40 | +201,200 | New | Q4 2025 | Feb 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 198,075 | 20,018 | 0.0% | 0.0% | 41 | -8,069 | -3.91% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 196,697 | 19,880 | 0.01% | 0.01% | 42 | +13,510 | 7.37% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 181,075 | 18,301 | 0.07% | 0.07% | 43 | -8,619 | -4.54% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 179,751 | 18,167 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 177,725 | 17,962 | 0.01% | 0.04% | 45 | -399,790 | -69.23% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 175,618 | 17,749 | 0.01% | 0.01% | 46 | +41,593 | 31.03% | Q4 2025 | Feb 17, 2026 |
| Sustainable Growth Advisers, LP | History | Reduced | 155,439 | 15,710 | 0.11% | 0.12% | 47 | -45,841 | -22.77% | Q4 2025 | Feb 10, 2026 |
| Value Partners Investments Inc. | History | No change | 137,109 | 13,859 | 1.06% | 1.1% | 48 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Fundamenta Capital S.A. | History | New | 133,841 | 13,527 | 9.27% | — | 49 | +133,841 | New | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 131,775 | 13,318 | 0.02% | 0.02% | 50 | -1,378 | -1.03% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 118,455 | 11,972 | 0.0% | 0.0% | 51 | +5,974 | 5.31% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 117,500 | 11,875 | 0.0% | 0.0% | 52 | -118,500 | -50.21% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 107,673 | 10,882 | 0.0% | 0.01% | 53 | -7,004 | -6.11% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | New | 95,900 | 9,692 | 0.07% | — | 54 | +95,900 | New | Q4 2025 | Feb 17, 2026 |
| Perpetual Ltd | History | Added to | 85,067 | 8,597 | 0.12% | 0.05% | 55 | +42,580 | 100.22% | Q4 2025 | Jan 20, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 82,232 | 8,311 | 0.08% | 0.08% | 56 | -2,981 | -3.5% | Q4 2025 | Feb 05, 2026 |
| BARINGS LLC | History | Added to | 79,217 | 8,006 | 0.15% | 0.14% | 57 | +6,600 | 9.09% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 78,346 | 7,918 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Janney Capital Management LLC | History | Reduced | 77,656 | 7,849 | 0.49% | 0.48% | 59 | -779 | -0.99% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 73,946 | 7,474 | 0.0% | 0.0% | 60 | -4,200 | -5.37% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 73,753 | 7,454 | 0.07% | 0.06% | 61 | +200 | 0.27% | Q4 2025 | Jan 28, 2026 |
| ABS Direct Equity Fund LLC | History | Reduced | 66,060 | 6,676 | 7.94% | 12.73% | 62 | -24,190 | -26.8% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 59,283 | 5,991 | 0.0% | 0.0% | 63 | +9,658 | 19.46% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 58,731 | 5,936 | 0.0% | 0.0% | 64 | +12,552 | 27.18% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 58,370 | 5,899 | 0.0% | 0.0% | 65 | +11,327 | 24.08% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 53,283 | 5,385 | 0.01% | 0.01% | 66 | +4,480 | 9.18% | Q4 2025 | Jan 30, 2026 |
| 1832 Asset Management L.P. | History | New | 52,696 | 5,325 | 0.0% | — | 67 | +52,696 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | New | 52,183 | 5,274 | 0.01% | — | 68 | +52,183 | New | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 51,423 | 5,197 | 0.0% | 0.0% | 69 | -4,086 | -7.36% | Q4 2025 | Jan 29, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 47,538 | 4,804 | 0.01% | 0.0% | 70 | +32,539 | 216.94% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 46,894 | 4,739 | 0.06% | 0.05% | 71 | +3,345 | 7.68% | Q4 2025 | Feb 02, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 43,578 | 4,404 | 0.37% | 0.38% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 40,982 | 4,142 | 2.44% | 2.62% | 73 | -2,276 | -5.26% | Q4 2025 | Jan 14, 2026 |
| Portland Global Advisors LLC | History | Added to | 40,002 | 4,043 | 0.43% | 0.43% | 74 | +822 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Reduced | 38,700 | 3,911 | 0.05% | 0.2% | 75 | -130,833 | -77.17% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 36,865 | 3,725 | 0.0% | 0.0% | 76 | +5,501 | 17.54% | Q4 2025 | Feb 11, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 36,592 | 3,698 | 0.45% | 0.47% | 77 | -1,730 | -4.51% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 35,509 | 3,588 | 0.05% | 0.01% | 78 | +32,390 | 1038.47% | Q4 2025 | Feb 06, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 33,904 | 3,422 | 0.02% | 0.03% | 79 | -11,206 | -24.84% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 33,251 | 3,360 | 0.05% | 0.04% | 80 | +5,643 | 20.44% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 33,163 | 3,347 | 0.01% | 0.01% | 81 | +2,097 | 6.75% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,973 | 3,332 | 0.01% | 0.0% | 82 | +15,032 | 83.79% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 31,894 | 3,223 | 0.08% | 0.08% | 83 | -174 | -0.54% | Q4 2025 | Feb 09, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Added to | 31,291 | 3,162 | 0.96% | 0.71% | 84 | +238 | 0.77% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Added to | 30,727 | 3,105 | 0.0% | 0.0% | 85 | +4,230 | 15.96% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 30,606 | 3,093 | 0.0% | 0.0% | 86 | +5,315 | 21.02% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 30,189 | 3,051 | 0.01% | 0.01% | 87 | +5,086 | 20.26% | Q4 2025 | Feb 02, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 29,151 | 2,946 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 28,406 | 2,870 | 0.02% | 0.01% | 89 | +5,423 | 23.6% | Q4 2025 | Jan 12, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 27,949 | 2,824 | 0.0% | 0.0% | 90 | +3,737 | 15.43% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 27,600 | 2,789 | 0.0% | 0.0% | 91 | +5,561 | 25.23% | Q4 2025 | Feb 13, 2026 |
| Solstein Capital, LLC | History | No change | 27,490 | 2,778 | 1.11% | 0.62% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 26,131 | 2,641 | 0.06% | 0.05% | 93 | +10,144 | 63.45% | Q4 2025 | Feb 12, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 25,915 | 2,619 | 0.35% | 0.37% | 94 | -1,429 | -5.23% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 25,592 | 2,586 | 0.01% | 0.0% | 95 | +9,730 | 61.34% | Q4 2025 | Jan 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 24,121 | 2,437 | 0.03% | 0.03% | 96 | -364 | -1.49% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 22,427 | 2,266 | 0.0% | 0.0% | 97 | +2,707 | 13.73% | Q4 2025 | Feb 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 21,222 | 2,145 | 0.02% | 0.02% | 98 | +407 | 1.96% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,072 | 2,129 | 0.0% | 0.0% | 99 | +3,829 | 22.21% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 20,578 | 2,079 | 0.01% | 0.01% | 100 | +3,128 | 17.93% | Q4 2025 | Jan 30, 2026 |
| FLOSSBACH VON STORCH SE | History | No change | 20,000 | 2,021 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Man Group plc | History | Reduced | 18,536 | 1,873 | 0.0% | 0.01% | 102 | -29,087 | -61.08% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,363 | 1,855 | 0.0% | 0.0% | 103 | +2,395 | 15.0% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,508 | 1,769 | 0.0% | 0.0% | 104 | -144 | -0.82% | Q4 2025 | Feb 10, 2026 |
| Aberdeen Group plc | History | Reduced | 17,438 | 1,762 | 0.0% | 0.01% | 105 | -34,697 | -66.55% | Q4 2025 | Jan 16, 2026 |
| Atria Investments, Inc | History | Added to | 16,981 | 1,716 | 0.02% | 0.02% | 106 | +2,593 | 18.02% | Q4 2025 | Feb 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 16,721 | 1,689 | 0.04% | — | 107 | +16,721 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 15,965 | 1,613 | 0.0% | 0.01% | 108 | -56,000 | -77.82% | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 15,822 | 1,599 | 0.02% | 0.02% | 109 | -589 | -3.59% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,660 | 1,582 | 0.01% | 0.01% | 110 | +732 | 4.9% | Q4 2025 | Feb 11, 2026 |
| Sarasin & Partners LLP | History | Reduced | 15,000 | 1,516 | 0.02% | 0.02% | 111 | -3,500 | -18.92% | Q4 2025 | Jan 08, 2026 |
| Ethic Inc. | History | Added to | 14,679 | 1,483 | 0.02% | 0.02% | 112 | +2,061 | 16.33% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 14,599 | 1,466 | 0.0% | 0.01% | 113 | -45,975 | -75.9% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 14,433 | 1,458 | 0.0% | 0.0% | 114 | +733 | 5.35% | Q4 2025 | Mar 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,097 | 1,424 | 0.0% | 0.0% | 115 | +3,474 | 32.7% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 13,882 | 1,397 | 0.02% | 0.02% | 116 | -983 | -6.61% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,379 | 1,352 | 0.0% | 0.0% | 117 | +2,730 | 25.64% | Q4 2025 | Feb 10, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 12,733 | 1,286 | 0.0% | 0.0% | 118 | -1,199 | -8.61% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 12,081 | 1,220 | 0.0% | 0.0% | 119 | -1,403 | -10.4% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 11,877 | 1,197 | 0.0% | 0.01% | 120 | -115,029 | -90.64% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 11,583 | 1,170 | 0.04% | 0.05% | 121 | -5,006 | -30.18% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 11,247 | 1,137 | 0.04% | — | 122 | +11,247 | New | Q4 2025 | Feb 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,175 | 1,129 | 0.01% | 0.0% | 123 | +5,878 | 110.97% | Q4 2025 | Jan 29, 2026 |
| NATIXIS | History | Added to | 10,700 | 1,081 | 0.0% | 0.0% | 124 | +2,900 | 37.18% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 9,979 | 1,008 | 0.01% | 0.01% | 125 | +813 | 8.87% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,778 | 988 | 0.01% | 0.0% | 126 | +3,364 | 52.45% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,400 | 950 | 0.0% | 0.0% | 127 | -7,900 | -45.66% | Q4 2025 | Feb 12, 2026 |
| TCTC Holdings, LLC | History | New | 9,026 | 912 | 0.03% | — | 128 | +9,026 | New | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,937 | 903 | 0.01% | 0.01% | 129 | -1,966 | -18.03% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,800 | 889 | 0.0% | 0.0% | 130 | +1,769 | 25.16% | Q4 2025 | Feb 13, 2026 |
| Councilmark Asset Management, LLC | History | Reduced | 8,755 | 884 | 0.49% | 0.5% | 131 | -85 | -0.96% | Q4 2025 | Feb 09, 2026 |
| One Wealth Advisors, LLC | History | Added to | 8,484 | 857 | 0.1% | 0.09% | 132 | +1,451 | 20.63% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,451 | 854 | 0.0% | 0.0% | 133 | -6 | -0.07% | Q4 2025 | Feb 17, 2026 |
| APG Asset Management N.V. | History | No change | 9,754 | 839 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,190 | 827 | 0.0% | 0.0% | 135 | +216 | 2.71% | Q4 2025 | Feb 06, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 8,165 | 825 | 0.03% | 0.02% | 136 | +527 | 6.9% | Q4 2025 | Feb 06, 2026 |
| Ruffer LLP | History | No change | 8,000 | 809 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,980 | 806 | 0.01% | 0.01% | 138 | -1,378 | -14.73% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 7,807 | 789 | 0.0% | 0.0% | 139 | +382 | 5.14% | Q4 2025 | Feb 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 7,711 | 779 | 0.0% | — | 140 | +7,711 | New | Q4 2025 | Feb 17, 2026 |
| Sava Infond d.o.o. | History | No change | 7,640 | 772 | 0.1% | 0.11% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 7,569 | 764 | 0.12% | — | 142 | +7,569 | New | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 7,038 | 711 | 0.0% | 0.0% | 143 | +2,082 | 42.01% | Q4 2025 | Jan 09, 2026 |
| STATE STREET CORP | History | Reduced | 6,960 | 703 | 0.0% | 0.0% | 144 | -800 | -10.31% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,876 | 694 | 0.01% | 0.01% | 145 | +75 | 1.1% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,743 | 681 | 0.01% | 0.01% | 146 | +225 | 3.45% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 6,579 | 676 | 0.03% | 0.03% | 147 | +4,325 | 191.88% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,698 | 676 | 0.01% | 0.01% | 148 | +453 | 7.25% | Q4 2025 | Feb 03, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 6,619 | 668 | 0.0% | — | 149 | +6,619 | New | Q4 2025 | Feb 10, 2026 |
| AREX Capital Management, LP | History | Added to | 6,584 | 665 | 1.89% | 0.77% | 150 | +3,184 | 93.65% | Q4 2025 | Feb 17, 2026 |
| Future Fund LLC | History | Reduced | 6,476 | 654 | 0.21% | 0.26% | 151 | -882 | -11.99% | Q4 2025 | Feb 10, 2026 |
| SUMMITRY LLC | History | Added to | 6,398 | 646 | 0.03% | 0.02% | 152 | +1,584 | 32.9% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 5,975 | 603 | 0.01% | 0.01% | 153 | +2,309 | 62.98% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 5,902 | 596 | 0.01% | 0.01% | 154 | +649 | 12.35% | Q4 2025 | Jan 28, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 5,879 | 594 | 0.2% | 0.17% | 155 | +1,068 | 22.2% | Q4 2025 | Feb 12, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 5,697 | 575 | 0.17% | 0.16% | 156 | +350 | 6.55% | Q4 2025 | Feb 05, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 5,500 | 555 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 5,467 | 552 | 0.14% | 0.14% | 158 | +153 | 2.88% | Q4 2025 | Jan 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 5,212 | 526 | 0.01% | — | 159 | +5,212 | New | Q4 2025 | Feb 17, 2026 |
| Northside Capital Management, LLC | History | No change | 5,150 | 520 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 4,977 | 503 | 0.04% | 0.02% | 161 | +1,502 | 43.22% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,891 | 492 | 0.0% | 0.0% | 162 | +301 | 6.56% | Q4 2025 | Mar 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,660 | 471 | 0.01% | 0.02% | 163 | +545 | 13.24% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,572 | 462 | 0.01% | 0.0% | 164 | +2,205 | 93.16% | Q4 2025 | Feb 09, 2026 |
| PCM Encore, LLC | History | New | 4,562 | 461 | 0.1% | — | 165 | +4,562 | New | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 4,485 | 453 | 0.0% | 0.0% | 166 | +268 | 6.36% | Q4 2025 | Feb 13, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 4,433 | 448 | 0.01% | 0.01% | 167 | +73 | 1.67% | Q4 2025 | Feb 27, 2026 |
| Compound Planning, Inc. | History | Added to | 4,311 | 435 | 0.01% | 0.01% | 168 | +506 | 13.3% | Q4 2025 | Feb 19, 2026 |
| CIBC Asset Management Inc | History | Added to | 4,211 | 425 | 0.0% | 0.0% | 169 | +640 | 17.92% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,139 | 418 | 0.0% | 0.0% | 170 | +271 | 7.01% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,111 | 415 | 0.0% | 0.0% | 171 | -1,406 | -25.48% | Q4 2025 | Feb 18, 2026 |
| Engineers Gate Manager LP | History | New | 4,049 | 409 | 0.0% | — | 172 | +4,049 | New | Q4 2025 | Feb 17, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 4,052 | 409 | 0.04% | 0.03% | 173 | +636 | 18.62% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,996 | 403 | 0.0% | 0.0% | 174 | +1,022 | 34.36% | Q4 2025 | Feb 02, 2026 |
| Phraction Management LLC | History | Added to | 3,955 | 399 | 0.11% | 0.11% | 175 | +21 | 0.53% | Q4 2025 | Jan 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 3,930 | 397 | 0.0% | 0.0% | 176 | -1,069 | -21.38% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,864 | 390 | 0.0% | 0.0% | 177 | +190 | 5.17% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 3,817 | 385 | 0.0% | — | 178 | +3,817 | New | Q4 2025 | Feb 13, 2026 |
| Genus Capital Management Inc. | History | Reduced | 3,663 | 370 | 0.04% | 0.04% | 179 | -200 | -5.18% | Q4 2025 | Feb 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,661 | 370 | 0.04% | 0.04% | 180 | +155 | 4.42% | Q4 2025 | Jan 26, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,544 | 358 | 0.02% | 0.01% | 181 | +1,384 | 64.07% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 3,437 | 354 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,484 | 352 | 0.0% | 0.0% | 183 | +369 | 11.85% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,387 | 342 | 0.0% | 0.0% | 184 | +577 | 20.53% | Q4 2025 | Jan 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,345 | 338 | 0.03% | 0.04% | 186 | -165 | -4.7% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,388 | 338 | 0.0% | 0.0% | 185 | +23 | 0.68% | Q4 2025 | Jan 26, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | Reduced | 3,194 | 322 | 0.15% | 0.28% | 187 | -1,195 | -27.23% | Q4 2025 | Feb 06, 2026 |
| Fielder Capital Group LLC | History | No change | 3,168 | 320 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 3,118 | 315 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,986 | 301 | 0.0% | 0.0% | 190 | +144 | 5.07% | Q4 2025 | Jan 20, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 2,776 | 280 | 0.02% | — | 191 | +2,776 | New | Q4 2025 | Jan 15, 2026 |
| State of Wyoming | History | Added to | 2,763 | 279 | 0.03% | 0.02% | 192 | +1,310 | 90.16% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | New | 2,635 | 266 | 0.0% | — | 194 | +2,635 | New | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | No change | 2,636 | 266 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,528 | 255 | 0.0% | 0.01% | 195 | -29 | -1.13% | Q4 2025 | Feb 03, 2026 |
| Naviter Wealth, LLC | History | Reduced | 2,510 | 253 | 0.03% | 0.03% | 196 | -436 | -14.8% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | New | 2,449 | 247 | 0.0% | — | 197 | +2,449 | New | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Added to | 2,420 | 244 | 0.0% | 0.0% | 198 | +4 | 0.17% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,418 | 243 | 0.0% | 0.0% | 199 | +28 | 1.17% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,387 | 241 | 0.0% | — | 200 | +2,387 | New | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,355 | 238 | 0.0% | 0.0% | 201 | -498 | -17.46% | Q4 2025 | Jan 28, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 2,338 | 236 | 0.0% | 0.0% | 202 | +722 | 44.68% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 2,321 | 234 | 0.0% | — | 203 | +2,321 | New | Q4 2025 | Jan 13, 2026 |
| Savant Capital, LLC | History | New | 2,274 | 229 | 0.0% | — | 204 | +2,274 | New | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,253 | 227 | 0.0% | 0.0% | 205 | +357 | 18.83% | Q4 2025 | Feb 05, 2026 |
| Aaron Wealth Advisors LLC | History | New | 2,212 | 223 | 0.01% | — | 206 | +2,212 | New | Q4 2025 | Jan 21, 2026 |
| Ballentine Partners, LLC | History | Reduced | 2,155 | 217 | 0.0% | 0.0% | 207 | -203 | -8.61% | Q4 2025 | Feb 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 2,065 | 208 | 0.01% | — | 208 | +2,065 | New | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,020 | 204 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,796 | 181 | 0.13% | 0.15% | 210 | -1,428 | -44.29% | Q4 2025 | Jan 27, 2026 |
| Legal & General Group Plc | History | No change | 1,575 | 159 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,575 | 159 | 0.19% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,560 | 157 | 0.0% | 0.0% | 213 | -1,441 | -48.02% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,563 | 157 | 0.01% | 0.01% | 214 | +206 | 15.18% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,524 | 154 | 0.04% | 0.03% | 215 | +1,128 | 284.85% | Q4 2025 | Mar 03, 2026 |
| Riverview Trust Co | History | No change | 1,434 | 144 | 0.17% | 0.17% | 216 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,330 | 134 | 0.0% | 0.0% | 217 | +96 | 7.78% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,302 | 131 | 0.0% | 0.0% | 218 | +1,290 | 10750.0% | Q4 2025 | Mar 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,246 | 125 | 0.01% | — | 220 | +1,246 | New | Q4 2025 | Feb 13, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 1,245 | 125 | 0.0% | 0.0% | 219 | +277 | 28.62% | Q4 2025 | Feb 09, 2026 |
| MidFirst Bank | History | New | 1,211 | 122 | 0.01% | — | 221 | +1,211 | New | Q4 2025 | Feb 25, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,200 | 121 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 884 | 89 | 0.0% | 0.0% | 224 | +547 | 162.31% | Q4 2025 | Jan 23, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 883 | 89 | 0.0% | 0.0% | 223 | +54 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | New | 824 | 83 | 0.01% | — | 225 | +824 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 812 | 82 | 0.0% | 0.0% | 226 | +136 | 20.12% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 800 | 80 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 758 | 76 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| UMB Bank, n.a. | History | Added to | 733 | 74 | 0.0% | 0.0% | 229 | +96 | 15.07% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 680 | 68 | 0.0% | 0.0% | 230 | +4 | 0.59% | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 499 | 50 | 0.01% | — | 231 | +499 | New | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 468 | 47 | 0.0% | 0.07% | 232 | -26,877 | -98.29% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 465 | 46 | 0.0% | 0.0% | 233 | +302 | 185.28% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 457 | 46 | 0.0% | 0.0% | 234 | -18 | -3.79% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 433 | 44 | 0.0% | 0.0% | 235 | +73 | 20.28% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 429 | 43 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Banque Transatlantique SA | History | Reduced | 399 | 40 | 0.0% | 0.0% | 237 | -37 | -8.49% | Q4 2025 | Feb 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 394 | 39 | 0.0% | 0.0% | 238 | +73 | 22.74% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 390 | 39 | 0.0% | 0.0% | 239 | +3 | 0.78% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | New | 384 | 38 | 0.0% | — | 240 | +384 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 355 | 35 | 0.0% | — | 241 | +355 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | No change | 341 | 34 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 312 | 32 | 0.0% | 0.0% | 243 | +67 | 27.35% | Q4 2025 | Feb 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 259 | 29 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 271 | 27 | 0.0% | 0.0% | 245 | -454 | -62.62% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 264 | 26 | 0.0% | 0.0% | 246 | -19 | -6.71% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 247 | 24 | 0.0% | 0.0% | 247 | +2 | 0.82% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 215 | 21 | 0.0% | — | 248 | +215 | New | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 20 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 192 | 19 | 0.01% | 0.01% | 251 | +40 | 26.32% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 192 | 19 | 0.0% | 0.0% | 250 | -3 | -1.54% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 152 | 15 | 0.0% | 0.0% | 252 | +33 | 27.73% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Reduced | 155 | 15 | 0.0% | 0.0% | 253 | -10 | -6.06% | Q4 2025 | Jan 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 151 | 15 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | New | 143 | 14 | 0.0% | — | 255 | +143 | New | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | Added to | 148 | 14 | 0.0% | 0.0% | 256 | +29 | 24.37% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 100 | 10 | 0.0% | — | 258 | +100 | New | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 10 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | No change | 82 | 9 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | New | 88 | 8 | 0.0% | — | 262 | +88 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 82 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 61 | 6 | 0.0% | 0.0% | 266 | -26 | -29.89% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 64 | 6 | 0.0% | 0.0% | 263 | -11 | -14.67% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 60 | 6 | 0.0% | 0.0% | 264 | +6 | 11.11% | Q4 2025 | Feb 09, 2026 |
| Park Place Capital Corp | History | No change | 62 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hara Capital LLC | History | Reduced | 50 | 5 | 0.0% | 0.0% | 268 | -40 | -44.44% | Q4 2025 | Jan 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 46 | 4 | 0.0% | 0.0% | 270 | +33 | 253.85% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 47 | 4 | 0.0% | 0.0% | 269 | +9 | 23.68% | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Added to | 45 | 4 | 0.0% | 0.0% | 271 | +1 | 2.27% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | New | 39 | 3 | 0.0% | — | 273 | +39 | New | Q4 2025 | Jan 26, 2026 |
| COUNTRY TRUST BANK | History | No change | 36 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | No change | 30 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 30 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 27 | 2 | 0.0% | — | 276 | +27 | New | Q4 2025 | Feb 13, 2026 |
| Estate Planners Group, LLC | History | New | 24 | 2 | 0.0% | — | 280 | +24 | New | Q4 2025 | Apr 07, 2026 |
| HM PAYSON & CO | History | New | 21 | 2 | 0.0% | — | 277 | +21 | New | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | New | 21 | 2 | 0.0% | — | 279 | +21 | New | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Added to | 22 | 2 | 0.0% | — | 278 | +17 | 340.0% | Q4 2025 | Feb 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 13 | 1 | 0.0% | — | 281 | +13 | New | Q4 2025 | Jan 08, 2026 |
| Cornerstone Financial Management LLC | History | New | 12 | 1 | 0.0% | — | 285 | +12 | New | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 282 | -11 | -40.74% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -793,184 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Talaria Asset Management Pty Ltd | History | Closed out | 0 | 0 | — | 3.51% | — | -197,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMGEST GLOBAL INVESTORS S.A.S. | History | Closed out | 0 | 0 | — | 0.31% | — | -175,517 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Medina Value Partners, LLC | History | Closed out | 0 | 0 | — | 2.03% | — | -88,033 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -75,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -66,228 | -100.0% | Q3 2025 | Nov 17, 2025 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Closed out | 0 | 0 | — | 0.64% | — | -40,075 | -100.0% | Q3 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,485 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,766 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GARDNER RUSSO & QUINN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,218 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.02% | — | -2,995 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,838 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,440 | -100.0% | Q3 2025 | Nov 19, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,093 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,078 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -552 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Stone House Investment Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| Rakuten Securities, Inc. | History | Added to | 7 | 0 | — | — | — | +6 | 600.0% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| DV Trading LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Root Financial Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |