Shift4 Payments, Inc. - FOUR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | History | New | 6,778,925 | 426,868 | 2.54% | — | 1 | +6,778,925 | New | Q4 2025 | Feb 12, 2026 |
| Durable Capital Partners LP | History | Added to | 6,606,969 | 416,040 | 3.94% | 3.23% | 2 | +980,485 | 17.43% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 6,391,633 | 402,481 | 0.01% | 0.01% | 3 | +80,232 | 1.27% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,070,018 | 382,229 | 0.01% | 0.01% | 4 | -50,594 | -0.83% | Q4 2025 | Jan 29, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | History | Added to | 5,571,725 | 350,851 | 14.03% | 13.25% | 5 | +500,000 | 9.86% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,697,454 | 169,858 | 0.13% | 0.13% | 6 | +352,730 | 15.04% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 2,643,829 | 166,481 | 0.29% | 0.31% | 7 | +188,594 | 7.68% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 2,152,464 | 137,772 | 0.0% | 0.01% | 8 | +10,275 | 0.48% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,756,001 | 136,912 | 0.08% | 0.1% | 9 | -100,106 | -5.39% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 2,083,209 | 131,179 | 0.02% | 0.02% | 10 | +77,783 | 3.88% | Q4 2025 | Jan 29, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 2,025,529 | 127,547 | 0.1% | 0.14% | 11 | -299,149 | -12.87% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,896,595 | 119,428 | 0.01% | 0.02% | 12 | +89,740 | 4.97% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 1,766,847 | 111,605 | 0.05% | 0.07% | 13 | -161,941 | -8.4% | Q4 2025 | Feb 17, 2026 |
| Spyglass Capital Management LLC | History | Added to | 1,697,920 | 106,918 | 5.35% | 5.13% | 14 | +455,707 | 36.69% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,655,485 | 104,245 | 0.09% | 0.07% | 15 | +816,155 | 97.24% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,453,913 | 97,555 | 0.01% | 0.01% | 16 | -888,449 | -37.93% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,367,881 | 86,152 | 0.01% | 0.01% | 17 | +57,282 | 4.37% | Q4 2025 | Feb 09, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 1,218,606 | 76,735 | 0.26% | 0.35% | 18 | -128,351 | -9.53% | Q4 2025 | Feb 18, 2026 |
| ShawSpring Partners LLC | History | Reduced | 1,148,861 | 72,343 | 13.62% | 14.4% | 19 | -102,513 | -8.19% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | Reduced | 1,131,234 | 71,233 | 0.05% | 0.07% | 20 | -298 | -0.03% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 981,533 | 66,111 | 0.01% | 0.02% | 21 | -298,348 | -23.31% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 986,093 | 62,951 | 0.02% | 0.03% | 22 | -115,935 | -10.52% | Q4 2025 | Feb 18, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 752,885 | 60,127 | 0.06% | 0.1% | 23 | -341,372 | -31.2% | Q4 2025 | Feb 12, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 925,232 | 58,261 | 0.03% | 0.09% | 24 | -1,130,824 | -55.0% | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 902,016 | 56,799 | 0.14% | 0.2% | 25 | -108,344 | -10.72% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 891,981 | 56,168 | 0.31% | 0.5% | 26 | -176,820 | -16.54% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 872,453 | 54,938 | 0.02% | 0.0% | 27 | +844,746 | 3048.85% | Q4 2025 | Feb 12, 2026 |
| Magnetar Financial LLC | History | Added to | 685,000 | 54,791 | 0.54% | 0.31% | 28 | +150,000 | 28.04% | Q4 2025 | Feb 17, 2026 |
| GOODNOW INVESTMENT GROUP, LLC | History | Reduced | 851,200 | 53,600 | 5.0% | 6.43% | 29 | -16,892 | -1.95% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 820,000 | 51,635 | 0.01% | — | 30 | +820,000 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 793,116 | 49,942 | 0.01% | 0.0% | 31 | +600,463 | 311.68% | Q4 2025 | Feb 13, 2026 |
| Shaolin Capital Management LLC | History | Added to | 650,000 | 49,320 | 1.53% | 0.5% | 32 | +500,000 | 333.33% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 606,373 | 48,515 | 0.07% | 0.08% | 33 | +74,298 | 13.96% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 740,956 | 46,657 | 0.05% | 0.2% | 34 | -786,599 | -51.49% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 565,082 | 44,170 | 0.35% | 0.28% | 35 | +167,334 | 42.07% | Q4 2025 | Feb 02, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 689,788 | 43,435 | 0.98% | 2.14% | 36 | +56,950 | 9.0% | Q4 2025 | Feb 10, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 663,788 | 41,798 | 2.3% | 2.47% | 37 | +79,557 | 13.62% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 629,645 | 39,648 | 0.01% | 0.0% | 38 | +296,456 | 88.98% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 596,655 | 37,571 | 0.01% | 0.0% | 39 | +254,557 | 74.41% | Q4 2025 | Feb 12, 2026 |
| Calamos Advisors LLC | History | Added to | 451,296 | 36,108 | 0.14% | 0.16% | 40 | +452 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 548,978 | 35,104 | 0.01% | 0.01% | 41 | -599,739 | -52.21% | Q4 2025 | Feb 19, 2026 |
| Maestria Partners LLC | History | Added to | 516,186 | 32,504 | 9.52% | 9.11% | 42 | +143,763 | 38.6% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 510,496 | 32,145 | 0.01% | 0.01% | 43 | -361,533 | -41.46% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 495,063 | 31,174 | 0.0% | 0.01% | 44 | -17,648 | -3.44% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 495,055 | 31,173 | 0.0% | 0.01% | 45 | -2,660 | -0.53% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 375,428 | 30,030 | 0.01% | 0.02% | 46 | -328,507 | -46.67% | Q4 2025 | Feb 11, 2026 |
| Portolan Capital Management, LLC | History | Added to | 468,063 | 29,473 | 1.58% | 0.79% | 47 | +279,302 | 147.97% | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 452,777 | 28,511 | 1.46% | 2.26% | 48 | -123,518 | -21.43% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 423,166 | 26,646 | 0.0% | 0.01% | 49 | +4,038 | 0.96% | Q4 2025 | Feb 10, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | Added to | 323,380 | 25,852 | 0.52% | 0.58% | 50 | +39,350 | 13.85% | Q4 2025 | Feb 09, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 387,086 | 24,538 | 0.73% | 0.73% | 51 | +43,323 | 12.6% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 388,352 | 24,455 | 0.0% | 0.0% | 52 | +8,138 | 2.14% | Q4 2025 | Feb 17, 2026 |
| 14B Captial Management LP | History | Reduced | 385,000 | 24,243 | 19.49% | 17.98% | 53 | -12,000 | -3.02% | Q4 2025 | Feb 17, 2026 |
| Long Focus Capital Management, LLC | History | New | 354,000 | 22,291 | 0.59% | — | 54 | +354,000 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 291,128 | 21,700 | 0.0% | 0.0% | 55 | +53,943 | 22.74% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 331,465 | 20,872 | 0.02% | 0.02% | 56 | +40,264 | 13.83% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 262,486 | 20,329 | 0.03% | 0.01% | 57 | +221,531 | 540.91% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 307,576 | 19,368 | 0.03% | 0.04% | 58 | -63,188 | -17.04% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 306,100 | 19,275 | 0.01% | 0.0% | 59 | +204,600 | 201.58% | Q4 2025 | Jan 29, 2026 |
| Portman Square Capital LLP | History | Added to | 255,000 | 18,688 | 0.83% | 0.96% | 60 | +10,000 | 4.08% | Q4 2025 | Jan 23, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | New | 294,157 | 18,523 | 0.35% | — | 61 | +294,157 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 293,233 | 18,464 | 0.0% | 0.0% | 62 | -313,587 | -51.68% | Q4 2025 | Feb 17, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 286,691 | 18,052 | 0.63% | 0.32% | 63 | +161,691 | 129.35% | Q4 2025 | Feb 04, 2026 |
| EMERALD ADVISERS, LLC | History | Added to | 280,306 | 17,650 | 0.54% | 0.69% | 64 | +2,631 | 0.95% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 271,329 | 17,085 | 0.03% | 0.05% | 65 | -167,233 | -38.13% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 259,388 | 16,333 | 0.01% | 0.0% | 66 | +83,311 | 47.32% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 240,531 | 15,146 | 0.0% | 0.0% | 67 | +15,091 | 6.69% | Q4 2025 | Mar 25, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 228,686 | 14,905 | 0.31% | 0.44% | 68 | -50,920 | -18.21% | Q4 2025 | Feb 02, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 206,680 | 13,014 | 0.0% | 0.0% | 69 | -11,598 | -5.31% | Q4 2025 | Feb 17, 2026 |
| DEEPWATER ASSET MANAGEMENT, LLC | History | Added to | 206,217 | 12,985 | 3.78% | 5.07% | 70 | +41,735 | 25.37% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 160,000 | 12,801 | 0.21% | — | 71 | +160,000 | New | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 196,475 | 12,372 | 0.01% | 0.01% | 72 | +62,127 | 46.24% | Q4 2025 | Feb 12, 2026 |
| University of Illinois Foundation | History | Added to | 182,848 | 11,513 | 3.95% | 3.17% | 73 | +67,000 | 57.83% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 182,665 | 11,502 | 0.01% | 0.05% | 74 | +1,772 | 0.98% | Q4 2025 | Jan 09, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 180,550 | 11,369 | 0.2% | 0.24% | 75 | +50 | 0.03% | Q4 2025 | Feb 04, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 180,543 | 11,368 | 0.02% | 0.02% | 76 | +6,481 | 3.72% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 179,388 | 11,296 | 0.01% | 0.01% | 77 | -3,420 | -1.87% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 179,200 | 11,284 | 0.01% | 0.01% | 78 | +31,900 | 21.66% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 162,049 | 11,072 | 0.0% | 0.0% | 79 | +81,083 | 100.14% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 171,647 | 10,808 | 0.02% | 0.03% | 80 | +22,961 | 15.44% | Q4 2025 | Feb 17, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 169,872 | 10,696 | 0.06% | 0.07% | 81 | -8,446 | -4.74% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 160,738 | 10,483 | 0.0% | 0.0% | 82 | -33,149 | -17.1% | Q4 2025 | Feb 11, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 165,269 | 10,406 | 0.51% | 0.68% | 83 | -4,449 | -2.62% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 163,598 | 10,301 | 0.01% | 0.01% | 84 | +23,054 | 16.4% | Q4 2025 | Feb 12, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 125,000 | 10,257 | 0.79% | — | 85 | +125,000 | New | Q4 2025 | Feb 03, 2026 |
| North Reef Capital Management LP | History | Added to | 155,929 | 9,818 | 0.4% | 0.37% | 86 | +52,873 | 51.31% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 155,067 | 9,764 | 0.0% | 0.0% | 87 | +10,262 | 7.09% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 154,701 | 9,741 | 0.0% | 0.0% | 88 | +23,413 | 17.83% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 154,369 | 9,720 | 0.0% | 0.0% | 89 | -52,018 | -25.2% | Q4 2025 | Feb 11, 2026 |
| Penserra Capital Management LLC | History | Added to | 151,962 | 9,568 | 0.11% | 0.12% | 90 | +23,576 | 18.36% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 151,016 | 9,509 | 0.02% | 0.02% | 91 | +1,342 | 0.9% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 146,901 | 9,250 | 0.03% | 0.01% | 92 | +126,505 | 620.24% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 146,174 | 9,204 | 0.0% | 0.01% | 93 | +3,566 | 2.5% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 144,740 | 9,114 | 0.0% | 0.01% | 94 | -4,212 | -2.83% | Q4 2025 | Feb 02, 2026 |
| BlueCrest Capital Management Ltd | History | Added to | 105,709 | 8,457 | 0.25% | 17.22% | 95 | +4,245 | 4.18% | Q4 2025 | Feb 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 130,018 | 8,187 | 0.25% | 0.28% | 96 | +11,024 | 9.26% | Q4 2025 | Jan 28, 2026 |
| AQR Arbitrage LLC | History | No change | 101,000 | 8,074 | 0.17% | 0.24% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Context Capital Management, LLC | History | No change | 100,000 | 8,001 | 0.21% | 0.29% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 125,000 | 7,871 | 0.46% | 1.05% | 99 | +80,000 | 177.78% | Q4 2025 | Feb 25, 2026 |
| Swiss National Bank | History | Added to | 119,400 | 7,518 | 0.0% | 0.01% | 100 | +3,600 | 3.11% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 113,358 | 7,194 | 0.01% | 0.01% | 101 | +38,284 | 51.0% | Q4 2025 | Jan 28, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 113,644 | 7,154 | 0.96% | 1.05% | 102 | +15,607 | 15.92% | Q4 2025 | Jan 21, 2026 |
| GABELLI FUNDS LLC | History | New | 77,298 | 6,184 | 0.04% | — | 103 | +77,298 | New | Q4 2025 | Feb 05, 2026 |
| Legal & General Group Plc | History | Reduced | 95,937 | 6,041 | 0.0% | 0.0% | 104 | -2,149 | -2.19% | Q4 2025 | Feb 09, 2026 |
| Occam Crest Management LP | History | Added to | 95,000 | 5,982 | 4.15% | 3.39% | 105 | +23,000 | 31.94% | Q4 2025 | Feb 13, 2026 |
| Maxi Investments CY Ltd | History | Added to | 92,404 | 5,819 | 1.06% | 1.25% | 106 | +14,819 | 19.1% | Q4 2025 | Feb 03, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 70,800 | 5,651 | 0.38% | 0.46% | 107 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 89,468 | 5,633 | 0.0% | 0.0% | 108 | -788 | -0.87% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 89,004 | 5,590 | 0.01% | 0.01% | 109 | -15,423 | -14.77% | Q4 2025 | Mar 09, 2026 |
| Sculptor Capital LP | History | New | 67,172 | 5,374 | 0.06% | — | 110 | +67,172 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 83,511 | 5,258 | 0.02% | 0.02% | 111 | +11,280 | 15.62% | Q4 2025 | Feb 17, 2026 |
| Alphadyne Asset Management LP | History | New | 82,970 | 5,224 | 0.12% | — | 112 | +82,970 | New | Q4 2025 | Feb 17, 2026 |
| FirstWave Capital Management LLC | History | New | 82,871 | 5,218 | 3.1% | — | 113 | +82,871 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 81,798 | 5,150 | 0.0% | 0.0% | 114 | -28 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Retirement Systems of Alabama | History | Reduced | 81,089 | 5,106 | 0.02% | 0.02% | 115 | -270 | -0.33% | Q4 2025 | Jan 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 80,511 | 5,046 | 0.01% | 0.01% | 116 | -32,573 | -28.8% | Q4 2025 | Jan 15, 2026 |
| Game Creek Capital, LP | History | Added to | 80,000 | 5,037 | 1.66% | 0.97% | 117 | +44,000 | 122.22% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 79,964 | 5,035 | 0.06% | 0.06% | 118 | +10,588 | 15.26% | Q4 2025 | Feb 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 79,877 | 5,029 | 0.05% | 0.07% | 119 | -490 | -0.61% | Q4 2025 | Feb 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 79,106 | 5,008 | 0.0% | 0.01% | 120 | -13,726 | -14.79% | Q4 2025 | Jan 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 77,751 | 4,895 | 0.01% | 0.01% | 121 | +30,651 | 65.08% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 77,401 | 4,875 | 0.0% | — | 122 | +77,401 | New | Q4 2025 | Feb 17, 2026 |
| ANGELO GORDON & CO., L.P. | History | No change | 60,000 | 4,789 | 0.45% | 0.69% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ratan Capital Management LP | History | No change | 85,703 | 4,596 | 1.26% | 3.58% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 72,143 | 4,542 | 0.04% | 0.04% | 125 | +20,566 | 39.87% | Q4 2025 | Jan 28, 2026 |
| 7G CAPITAL MANAGEMENT, LLC | History | New | 70,000 | 4,407 | 2.74% | — | 126 | +70,000 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 58,192 | 4,333 | 0.0% | 0.0% | 127 | -2,813 | -4.61% | Q4 2025 | Feb 13, 2026 |
| KTF INVESTMENTS, LLC | History | New | 67,460 | 4,247 | 0.7% | — | 128 | +67,460 | New | Q4 2025 | Jan 30, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 66,797 | 4,206 | 0.09% | 0.33% | 129 | -126,569 | -65.46% | Q4 2025 | Feb 13, 2026 |
| Bullseye Asset Management LLC | History | No change | 65,993 | 4,156 | 2.24% | 2.67% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CastleKnight Management LP | History | New | 61,484 | 3,871 | 0.09% | — | 131 | +61,484 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 59,800 | 3,765 | 0.01% | 0.01% | 132 | +27,300 | 84.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 59,386 | 3,739 | 0.01% | 0.02% | 133 | +2,906 | 5.15% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 58,900 | 3,708 | 0.01% | 2.8% | 134 | +51,100 | 655.13% | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 56,879 | 3,581 | 0.05% | 0.06% | 136 | -1,602 | -2.74% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 56,875 | 3,581 | 0.0% | 0.0% | 135 | -70 | -0.12% | Q4 2025 | Feb 17, 2026 |
| VELA Investment Management, LLC | History | Added to | 55,752 | 3,561 | 0.84% | 0.54% | 137 | +27,346 | 96.27% | Q4 2025 | Feb 02, 2026 |
| Centiva Capital, LP | History | New | 56,248 | 3,541 | 0.03% | — | 138 | +56,248 | New | Q4 2025 | Feb 13, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Added to | 55,171 | 3,474 | 1.08% | 1.04% | 139 | +12,268 | 28.59% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 54,919 | 3,458 | 0.01% | 0.01% | 140 | +9,240 | 20.23% | Q4 2025 | Jan 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 52,346 | 3,296 | 0.01% | 0.02% | 141 | +309 | 0.59% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 50,000 | 3,148 | 0.03% | 0.04% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 49,671 | 3,127 | 0.01% | 0.01% | 143 | -16,404 | -24.83% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 49,274 | 3,102 | 0.0% | — | 144 | +49,274 | New | Q4 2025 | Feb 13, 2026 |
| Heights Point Management, LP | History | New | 47,559 | 2,994 | 2.55% | — | 145 | +47,559 | New | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 46,549 | 2,931 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 46,443 | 2,924 | 0.01% | 0.01% | 147 | +3,934 | 9.25% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,805 | 2,821 | 0.0% | 0.0% | 148 | -1,006 | -2.2% | Q4 2025 | Feb 13, 2026 |
| E. Ohman J:or Asset Management AB | History | Added to | 40,036 | 2,521 | 0.06% | 0.06% | 149 | +4,939 | 14.07% | Q4 2025 | Jan 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 30,000 | 2,400 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 29,153 | 2,359 | 0.0% | — | 151 | +29,153 | New | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 37,136 | 2,338 | 0.02% | 0.01% | 152 | +14,678 | 65.36% | Q4 2025 | Jan 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 36,183 | 2,278 | 0.01% | 0.01% | 153 | -1,460 | -3.88% | Q4 2025 | Feb 12, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 35,917 | 2,262 | 0.08% | 0.08% | 154 | +2,937 | 8.91% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 35,708 | 2,249 | 0.0% | — | 155 | +35,708 | New | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | New | 27,910 | 2,230 | 0.1% | — | 156 | +27,910 | New | Q4 2025 | Feb 17, 2026 |
| Hilton Capital Management, LLC | History | Added to | 34,769 | 2,189 | 0.16% | 0.16% | 157 | +9,518 | 37.69% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 34,249 | 2,156 | 0.06% | — | 158 | +34,249 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,007 | 2,141 | 0.01% | 0.01% | 159 | -1,784 | -4.98% | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Added to | 33,491 | 2,109 | 0.02% | 0.02% | 160 | +956 | 2.94% | Q4 2025 | Feb 05, 2026 |
| Leonteq Securities AG | History | Added to | 32,653 | 2,056 | 0.06% | 0.05% | 161 | +13,015 | 66.27% | Q4 2025 | Feb 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 32,620 | 2,054 | 0.01% | 0.01% | 162 | +8,653 | 36.1% | Q4 2025 | Jan 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 31,012 | 1,952 | 0.0% | 0.01% | 163 | -43,848 | -58.57% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 30,737 | 1,935 | 0.01% | 0.02% | 164 | -33,114 | -51.86% | Q4 2025 | Jan 29, 2026 |
| GM Advisory Group, LLC | History | New | 30,025 | 1,890 | 0.07% | — | 165 | +30,025 | New | Q4 2025 | Feb 13, 2026 |
| Aurora Investment Counsel | History | Added to | 28,976 | 1,824 | 0.96% | 1.06% | 166 | +2,778 | 10.6% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 28,516 | 1,795 | 0.01% | 0.02% | 167 | -733 | -2.51% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 28,065 | 1,767 | 0.0% | 0.01% | 168 | -375,448 | -93.04% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 27,736 | 1,747 | 0.01% | 0.01% | 169 | -1,618 | -5.51% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 26,736 | 1,683 | 0.0% | 0.0% | 170 | -21,069 | -44.07% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 25,816 | 1,626 | 0.06% | — | 171 | +25,816 | New | Q4 2025 | Feb 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,929 | 1,569 | 0.0% | 0.0% | 172 | -10,222 | -29.08% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,417 | 1,537 | 0.0% | 0.0% | 173 | +5,135 | 26.63% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 23,500 | 1,480 | 0.0% | 0.01% | 174 | -3,700 | -13.6% | Q4 2025 | Feb 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 24,959 | 1,473 | 0.0% | 0.01% | 175 | -1,069 | -4.11% | Q4 2025 | Feb 18, 2026 |
| VARCOV Co. | History | New | 23,299 | 1,467 | 0.58% | — | 176 | +23,299 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,740 | 1,431 | 0.0% | 0.0% | 177 | -37,784 | -62.43% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 22,644 | 1,425 | 0.0% | 0.02% | 178 | -253,778 | -91.81% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 22,610 | 1,424 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Oak Thistle LLC | History | New | 22,424 | 1,412 | 0.2% | — | 180 | +22,424 | New | Q4 2025 | Jan 21, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 22,186 | 1,390 | 0.28% | 0.41% | 181 | -3,640 | -14.09% | Q4 2025 | Jan 07, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 21,818 | 1,373 | 0.15% | 0.03% | 182 | +18,595 | 576.95% | Q4 2025 | Feb 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 21,239 | 1,337 | 0.02% | 0.05% | 183 | -24,793 | -53.86% | Q4 2025 | Feb 12, 2026 |
| Tejara Capital Ltd | History | New | 21,200 | 1,334 | 0.31% | — | 184 | +21,200 | New | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 21,033 | 1,324 | 0.13% | 0.17% | 185 | -318 | -1.49% | Q4 2025 | Feb 11, 2026 |
| Caption Management, LLC | History | Reduced | 20,746 | 1,306 | 0.01% | 0.02% | 186 | -8,000 | -27.83% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,857 | 1,293 | 0.01% | 0.02% | 187 | -229 | -1.09% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 20,444 | 1,287 | 0.0% | 0.0% | 188 | +1,124 | 5.82% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | New | 20,400 | 1,284 | 0.01% | — | 189 | +20,400 | New | Q4 2025 | Feb 19, 2026 |
| Argyle Capital Management, LLC | History | Added to | 19,250 | 1,212 | 0.4% | 0.37% | 190 | +5,250 | 37.5% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 15,488 | 1,198 | 0.0% | 0.01% | 191 | -15,404 | -49.86% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 18,786 | 1,183 | 0.0% | 0.0% | 192 | +18,270 | 3540.7% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Reduced | 18,776 | 1,182 | 0.02% | 0.02% | 193 | -1,997 | -9.61% | Q4 2025 | Feb 03, 2026 |
| Louisiana State Employees Retirement System | History | No change | 18,700 | 1,177 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CreativeOne Wealth, LLC | History | New | 18,586 | 1,170 | 0.03% | — | 195 | +18,586 | New | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 17,529 | 1,103 | 0.05% | 0.05% | 196 | +4,639 | 35.99% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 17,496 | 1,101 | 0.0% | 0.01% | 197 | -8,467 | -32.61% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 17,043 | 1,073 | 0.01% | 0.01% | 198 | -635 | -3.59% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,908 | 1,064 | 0.01% | 0.01% | 199 | -362 | -2.1% | Q4 2025 | Feb 10, 2026 |
| Diametric Capital, LP | History | Added to | 16,497 | 1,038 | 0.28% | 0.11% | 200 | +12,744 | 339.57% | Q4 2025 | Feb 13, 2026 |
| Kurv Investment Management LLC | History | New | 16,478 | 1,037 | 0.97% | — | 201 | +16,478 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 16,038 | 1,009 | 0.02% | 0.01% | 202 | +3,343 | 26.33% | Q4 2025 | Feb 17, 2026 |
| Intellectus Partners, LLC | History | Reduced | 16,015 | 1,008 | 0.19% | 0.28% | 203 | -2,724 | -14.54% | Q4 2025 | Feb 10, 2026 |
| Register Financial Advisors LLC | History | New | 15,995 | 1,007 | 0.39% | — | 205 | +15,995 | New | Q4 2025 | Jan 21, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 16,000 | 1,007 | 0.0% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,214 | 958 | 0.0% | 0.0% | 206 | -246 | -1.59% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 15,117 | 951 | 0.01% | 0.02% | 207 | +119 | 0.79% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,952 | 941 | 0.0% | 0.0% | 208 | +1,445 | 10.7% | Q4 2025 | Feb 10, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 14,201 | 894 | 0.34% | — | 209 | +14,201 | New | Q4 2025 | Feb 04, 2026 |
| Amitell Capital Pte Ltd | History | New | 13,792 | 868 | 0.97% | — | 210 | +13,792 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 13,547 | 853 | 0.0% | 0.0% | 211 | +7,568 | 126.58% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 13,531 | 852 | 0.02% | — | 212 | +13,531 | New | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | New | 13,520 | 851 | 0.0% | — | 213 | +13,520 | New | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,500 | 850 | 0.01% | 0.01% | 214 | -100 | -0.74% | Q4 2025 | Feb 04, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,400 | 844 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HighVista Strategies LLC | History | Added to | 12,982 | 817 | 0.21% | 0.24% | 216 | +482 | 3.86% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,900 | 812 | 0.0% | 0.0% | 217 | +400 | 3.2% | Q4 2025 | Jan 28, 2026 |
| XPONANCE LLC | History | Reduced | 12,827 | 807 | 0.01% | 0.01% | 218 | -888 | -6.47% | Q4 2025 | Feb 12, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 12,800 | 806 | 0.0% | 0.02% | 219 | -150,195 | -92.15% | Q4 2025 | Feb 17, 2026 |
| Nishkama Capital, LLC | History | New | 12,766 | 803 | 0.03% | — | 220 | +12,766 | New | Q4 2025 | Feb 17, 2026 |
| RD Finance Ltd | History | New | 12,700 | 800 | 0.81% | — | 221 | +12,700 | New | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,581 | 792 | 0.0% | 0.0% | 222 | -5,903 | -31.94% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,583 | 792 | 0.01% | 0.01% | 223 | +401 | 3.29% | Q4 2025 | Feb 02, 2026 |
| EdgeRock Capital LLC | History | Reduced | 12,502 | 787 | 0.21% | 0.27% | 224 | -1 | -0.01% | Q4 2025 | Jan 14, 2026 |
| AlphaQuest LLC | History | Reduced | 12,438 | 783 | 0.04% | 0.08% | 225 | -2,847 | -18.63% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,383 | 779 | 0.02% | 0.03% | 226 | -231 | -1.83% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,304 | 774 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pacer Advisors, Inc. | History | Added to | 12,169 | 766 | 0.0% | 0.0% | 228 | +3,299 | 37.19% | Q4 2025 | Feb 24, 2026 |
| SIG BROKERAGE, LP | History | New | 12,000 | 755 | 0.02% | — | 229 | +12,000 | New | Q4 2025 | Feb 17, 2026 |
| Malaga Cove Capital, LLC | History | Added to | 11,901 | 749 | 0.26% | 0.17% | 230 | +5,748 | 93.42% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,826 | 744 | 0.0% | 0.0% | 231 | -4,210 | -26.25% | Q4 2025 | Feb 17, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 11,475 | 722 | 0.13% | 0.17% | 232 | +775 | 7.24% | Q4 2025 | Feb 06, 2026 |
| SummitTX Capital, L.P. | History | Added to | 11,457 | 721 | 0.02% | 0.03% | 233 | +2,079 | 22.17% | Q4 2025 | Feb 17, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Reduced | 11,010 | 710 | 0.16% | 0.74% | 234 | -32,030 | -74.42% | Q4 2025 | Feb 04, 2026 |
| PEAK6 LLC | History | Reduced | 11,170 | 703 | 0.0% | 0.0% | 235 | -8,501 | -43.22% | Q4 2025 | Mar 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 11,073 | 697 | 0.0% | 0.01% | 236 | +831 | 8.11% | Q4 2025 | Feb 17, 2026 |
| Prana Capital Management, LP | History | New | 10,498 | 661 | 0.02% | — | 238 | +10,498 | New | Q4 2025 | Feb 17, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 10,499 | 661 | 0.01% | 0.01% | 237 | -1,473 | -12.3% | Q4 2025 | Feb 03, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 10,489 | 660 | 0.03% | 0.05% | 239 | -4,338 | -29.26% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,355 | 652 | 0.0% | 0.0% | 240 | -7,880 | -43.21% | Q4 2025 | Feb 11, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 10,059 | 633 | 0.1% | 0.19% | 241 | -5,000 | -33.2% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 98,277 | 631 | 0.0% | 0.0% | 242 | +90,482 | 1160.77% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 9,838 | 619 | 0.05% | 0.34% | 243 | -46,238 | -82.46% | Q4 2025 | Jan 20, 2026 |
| Eddie Patel Inc | History | New | 9,752 | 614 | 0.46% | — | 244 | +9,752 | New | Q4 2025 | Feb 17, 2026 |
| Quantitative Investment Management, LLC | History | New | 9,621 | 605 | 0.06% | — | 245 | +9,621 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 9,601 | 604 | 0.02% | — | 246 | +9,601 | New | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,268 | 583 | 0.0% | 0.0% | 247 | +802 | 9.47% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | Reduced | 9,118 | 574 | 0.05% | 0.1% | 248 | -2,717 | -22.96% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 7,723 | 563 | 0.38% | 0.44% | 249 | +393 | 5.36% | Q4 2025 | Feb 05, 2026 |
| Boston Partners | History | Reduced | 8,908 | 560 | 0.0% | 0.07% | 250 | -894,113 | -99.01% | Q4 2025 | Feb 13, 2026 |
| Galaxy Group Investments LLC | History | No change | 8,902 | 560 | 0.07% | 0.04% | 251 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| Havemeyer Place LP | History | New | 8,825 | 555 | 0.11% | — | 252 | +8,825 | New | Q4 2025 | Feb 11, 2026 |
| JCSD Capital, LLC | History | Reduced | 8,709 | 548 | 0.65% | 1.57% | 253 | -15,000 | -63.27% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,700 | 547 | 0.0% | 0.0% | 254 | -13,600 | -60.99% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 8,585 | 540 | 0.0% | 0.0% | 255 | +4,135 | 92.92% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,500 | 535 | 0.0% | 0.0% | 256 | -1,390 | -14.05% | Q4 2025 | Feb 12, 2026 |
| Orion Capital Management LLC | History | Reduced | 8,395 | 528 | 0.18% | 0.29% | 257 | -2,390 | -22.16% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,277 | 521 | 0.0% | 0.0% | 258 | -5 | -0.06% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 8,185 | 515 | 0.01% | 0.02% | 259 | -4,375 | -34.83% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 8,201 | 514 | 0.01% | — | 260 | +8,201 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,664 | 482 | 0.02% | 0.03% | 261 | -344 | -4.3% | Q4 2025 | Jan 21, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 7,654 | 481 | 0.01% | 0.01% | 262 | +3,427 | 81.07% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Added to | 7,648 | 481 | 0.1% | 0.12% | 263 | +1,772 | 30.16% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,374 | 464 | 0.0% | 0.0% | 264 | +1,852 | 33.54% | Q4 2025 | Feb 18, 2026 |
| ALLIANZ SE | History | New | 7,260 | 457 | 0.01% | — | 266 | +7,260 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,262 | 457 | 0.0% | 0.0% | 265 | -5,635 | -43.69% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 6,785 | 437 | 0.01% | 0.01% | 267 | -364 | -5.09% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 6,869 | 432 | 0.01% | 0.01% | 268 | +2,156 | 45.75% | Q4 2025 | Feb 06, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 6,771 | 426 | 0.22% | 0.33% | 270 | -1,194 | -14.99% | Q4 2025 | Feb 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,766 | 426 | 0.0% | 0.01% | 269 | -590 | -8.02% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | Reduced | 6,625 | 417 | 0.0% | 0.01% | 271 | -1,902 | -22.31% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 6,503 | 409 | 0.0% | 0.01% | 272 | -195 | -2.91% | Q4 2025 | Feb 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 6,438 | 405 | 0.04% | — | 273 | +6,438 | New | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | Added to | 6,252 | 393 | 0.16% | 0.2% | 274 | +500 | 8.69% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,215 | 391 | 0.0% | 0.0% | 275 | +24 | 0.39% | Q4 2025 | Jan 28, 2026 |
| Vident Advisory, LLC | History | Added to | 5,973 | 376 | 0.0% | 0.0% | 276 | +1,476 | 32.82% | Q4 2025 | Feb 18, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 5,838 | 367 | 0.0% | — | 277 | +5,838 | New | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 5,722 | 360 | 0.14% | 0.2% | 278 | -686 | -10.71% | Q4 2025 | Jan 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,626 | 354 | 0.0% | 0.0% | 279 | +1,219 | 27.66% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,599 | 352 | 0.0% | 0.0% | 280 | +873 | 18.47% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,482 | 345 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 5,367 | 337 | 0.09% | 0.12% | 282 | -279 | -4.94% | Q4 2025 | Jan 27, 2026 |
| Carnegie Investment Counsel | History | Reduced | 5,150 | 324 | 0.01% | 0.13% | 283 | -80,581 | -93.99% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,135 | 323 | 0.01% | 0.01% | 284 | -7 | -0.14% | Q4 2025 | Jan 16, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 4,000 | 320 | 0.0% | 0.0% | 285 | +1,000 | 33.33% | Q4 2025 | Feb 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 5,052 | 318 | 0.02% | — | 286 | +5,052 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,902 | 311 | 0.0% | 0.0% | 287 | -4,811 | -49.53% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 4,926 | 310 | 0.0% | — | 288 | +4,926 | New | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,920 | 309 | 0.01% | 0.01% | 289 | -100 | -1.99% | Q4 2025 | Feb 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 4,694 | 295 | 0.0% | 0.02% | 290 | -428,424 | -98.92% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 4,715 | 295 | 0.0% | 0.0% | 291 | -26,022 | -84.66% | Q4 2025 | Feb 03, 2026 |
| 9823 Capital, L.P. | History | New | 4,645 | 292 | 0.2% | — | 292 | +4,645 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 4,584 | 288 | 0.0% | 0.0% | 293 | -31 | -0.67% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,516 | 284 | 0.0% | — | 294 | +4,516 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 4,495 | 283 | 0.0% | — | 295 | +4,495 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,304 | 283 | 0.0% | 0.0% | 296 | +657 | 18.01% | Q4 2025 | Jan 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,493 | 282 | 0.0% | 0.0% | 297 | +731 | 19.43% | Q4 2025 | Feb 17, 2026 |
| F/m Investments LLC | History | New | 4,453 | 280 | 0.01% | — | 298 | +4,453 | New | Q4 2025 | Feb 03, 2026 |
| Bridgewater Associates, LP | History | Reduced | 4,428 | 278 | 0.0% | 0.07% | 299 | -238,808 | -98.18% | Q4 2025 | Feb 13, 2026 |
| HMS Capital Management, LLC | History | No change | 4,421 | 278 | 0.12% | 0.14% | 300 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,191 | 263 | 0.0% | 0.0% | 301 | +839 | 25.03% | Q4 2025 | Feb 17, 2026 |
| Provident Investment Management, Inc. | History | New | 4,150 | 261 | 0.02% | — | 302 | +4,150 | New | Q4 2025 | Feb 04, 2026 |
| FULTON BANK, N.A. | History | Added to | 4,045 | 254 | 0.01% | 0.01% | 303 | +927 | 29.73% | Q4 2025 | Jan 08, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,020 | 253 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Shay Capital LLC | History | Added to | 4,000 | 251 | 0.03% | 0.02% | 305 | +1,215 | 43.63% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | New | 3,945 | 248 | 0.02% | — | 306 | +3,945 | New | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 3,800 | 239 | 0.0% | 0.0% | 307 | -1,437 | -27.44% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,740 | 235 | 0.02% | — | 308 | +3,740 | New | Q4 2025 | Feb 03, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 3,644 | 229 | 0.01% | 0.01% | 309 | +701 | 23.82% | Q4 2025 | Feb 06, 2026 |
| Militia Capital Partners, LP | History | Reduced | 3,600 | 226 | 0.09% | 0.36% | 311 | -13,600 | -79.07% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,598 | 226 | 0.0% | 0.0% | 310 | +80 | 2.27% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,532 | 222 | 0.0% | 0.0% | 312 | -3,343 | -48.63% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | No change | 3,537 | 222 | 0.0% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Utah Retirement Systems | History | No change | 3,508 | 220 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 3,487 | 219 | 0.0% | 0.0% | 315 | +196 | 5.96% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,428 | 215 | 0.0% | 0.0% | 316 | -946 | -21.63% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,416 | 215 | 0.0% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FJ Capital Management LLC | History | No change | 3,409 | 214 | 0.02% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Curated Wealth Partners LLC | History | Added to | 3,380 | 212 | 0.02% | 0.02% | 319 | +754 | 28.71% | Q4 2025 | Jan 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,319 | 208 | 0.0% | 0.01% | 320 | -730 | -18.03% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 3,276 | 206 | 0.0% | 0.0% | 321 | -1,647 | -33.46% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,245 | 204 | 0.01% | 0.01% | 322 | +358 | 12.4% | Q4 2025 | Feb 03, 2026 |
| INCEPTIONR LLC | History | New | 3,222 | 202 | 0.06% | — | 323 | +3,222 | New | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 3,199 | 201 | 0.0% | 0.0% | 324 | +194 | 6.46% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,919 | 183 | 0.0% | 0.01% | 325 | +560 | 23.74% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,828 | 178 | 0.0% | 0.13% | 326 | -999,906 | -99.72% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,220 | 139 | 0.0% | 0.0% | 327 | -1,144 | -34.01% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,168 | 136 | 0.0% | 0.0% | 328 | +446 | 25.9% | Q4 2025 | Feb 09, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 1,530 | 122 | 0.01% | 0.02% | 329 | -420 | -21.54% | Q4 2025 | Jan 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,787 | 114 | 0.0% | — | 330 | +1,787 | New | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 1,734 | 109 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,668 | 105 | 0.0% | 0.0% | 332 | +509 | 43.92% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,579 | 99 | 0.0% | 0.0% | 334 | -297 | -15.83% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 1,586 | 99 | 0.0% | 0.0% | 333 | +25 | 1.6% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Added to | 1,513 | 95 | 0.05% | 0.05% | 335 | +270 | 21.72% | Q4 2025 | Feb 06, 2026 |
| WEXFORD CAPITAL LP | History | New | 1,455 | 91 | 0.02% | — | 336 | +1,455 | New | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 1,321 | 86 | 0.0% | 0.0% | 337 | -866 | -39.6% | Q4 2025 | Jan 27, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,359 | 85 | 0.01% | 0.01% | 338 | -3 | -0.22% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,338 | 84 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,315 | 82 | 0.01% | 0.01% | 340 | -42 | -3.1% | Q4 2025 | Jan 16, 2026 |
| Quarry LP | History | Added to | 1,258 | 79 | 0.01% | 0.01% | 341 | +788 | 167.66% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,131 | 71 | 0.0% | 0.0% | 342 | +479 | 73.47% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 914 | 57 | 0.0% | 0.0% | 343 | +313 | 52.08% | Q4 2025 | Feb 12, 2026 |
| Elequin Capital, LP | History | New | 903 | 56 | 0.0% | — | 344 | +903 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 860 | 54 | 0.0% | 0.0% | 345 | +177 | 25.92% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 842 | 53 | 0.0% | 0.0% | 346 | +316 | 60.08% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 824 | 51 | 0.0% | — | 347 | +824 | New | Q4 2025 | Feb 17, 2026 |
| SUMMER ROAD LLC | History | New | 750 | 47 | 0.03% | — | 348 | +750 | New | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 699 | 44 | 0.0% | 0.0% | 349 | -69 | -8.98% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 670 | 42 | 0.0% | 0.02% | 350 | -6,007 | -89.97% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 643 | 40 | 0.0% | 0.0% | 351 | -645 | -50.08% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | Reduced | 624 | 39 | 0.0% | 0.02% | 352 | -1,106 | -63.93% | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | No change | 587 | 37 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Truvestments Capital LLC | History | Reduced | 547 | 34 | 0.01% | 0.01% | 354 | -52 | -8.68% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 521 | 32 | 0.02% | 0.04% | 355 | -640 | -55.12% | Q4 2025 | Jan 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 463 | 29 | 0.01% | 0.05% | 357 | -703 | -60.29% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 474 | 29 | 0.0% | 0.0% | 356 | +375 | 378.79% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 442 | 27 | 0.0% | 0.0% | 358 | -276 | -38.44% | Q4 2025 | Jan 16, 2026 |
| Bank of Jackson Hole Trust | History | No change | 400 | 25 | 0.01% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 386 | 24 | 0.0% | — | 360 | +386 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 376 | 23 | 0.0% | — | 361 | +376 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 363 | 22 | 0.0% | — | 363 | +363 | New | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 339 | 22 | 0.0% | — | 362 | +339 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 318 | 20 | 0.0% | 0.0% | 364 | +25 | 8.53% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 310 | 19 | 0.0% | 0.0% | 365 | -525 | -62.87% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 307 | 19 | 0.0% | 0.0% | 366 | -416 | -57.54% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 290 | 18 | 0.01% | — | 367 | +290 | New | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 225 | 15 | 0.0% | 0.02% | 368 | -2,385 | -91.38% | Q4 2025 | Jan 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 248 | 15 | 0.0% | 0.0% | 369 | +42 | 20.39% | Q4 2025 | Jan 26, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 200 | 12 | 0.0% | 0.11% | 371 | -3,080 | -93.9% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | New | 200 | 12 | 0.0% | — | 372 | +200 | New | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 12 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | No change | 176 | 11 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 169 | 10 | 0.0% | 0.0% | 375 | -477 | -73.84% | Q4 2025 | Feb 12, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 160 | 10 | 0.0% | 0.0% | 377 | -159 | -49.84% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | Reduced | 166 | 10 | 0.0% | 0.0% | 374 | -63 | -27.51% | Q4 2025 | Feb 05, 2026 |
| Heritage Wealth Advisors | History | No change | 167 | 10 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 154 | 9 | 0.0% | 0.0% | 378 | -253 | -62.16% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 155 | 9 | 0.0% | 0.0% | 379 | +134 | 638.1% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 158 | 9 | 0.0% | 0.0% | 381 | +62 | 64.58% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 147 | 9 | 0.0% | 0.0% | 380 | +52 | 54.74% | Q4 2025 | Jan 08, 2026 |
| Pier Capital, LLC | History | Reduced | 131 | 8 | 0.0% | 0.85% | 382 | -69,811 | -99.81% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | New | 111 | 6 | 0.0% | — | 384 | +111 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 99 | 6 | 0.0% | 0.0% | 383 | +46 | 86.79% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 102 | 6 | 0.0% | 0.0% | 385 | +33 | 47.83% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 84 | 5 | 0.0% | — | 388 | +84 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 85 | 5 | 0.0% | 0.0% | 387 | +29 | 51.79% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Reduced | 80 | 5 | 0.0% | 0.0% | 389 | -6 | -6.98% | Q4 2025 | Jan 12, 2026 |
| CENTRAL TRUST Co | History | No change | 90 | 5 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 72 | 4 | 0.0% | 0.0% | 390 | +33 | 84.62% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 38 | 3 | 0.0% | 0.0% | 393 | -62,542 | -99.94% | Q4 2025 | Feb 19, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 58 | 3 | 0.0% | 0.04% | 394 | -764 | -92.94% | Q4 2025 | Mar 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 49 | 3 | 0.0% | 0.0% | 395 | -250 | -83.61% | Q4 2025 | Jan 27, 2026 |
| Strive Financial Group ,LLC | History | New | 56 | 3 | 0.0% | — | 396 | +56 | New | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 56 | 3 | 0.0% | 0.0% | 392 | -7 | -11.11% | Q4 2025 | Jan 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 56 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rakuten Securities, Inc. | History | Added to | 40 | 2 | 0.0% | 0.0% | 397 | +23 | 135.29% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 23 | 1 | 0.0% | 0.0% | 398 | -741 | -96.99% | Q4 2025 | Feb 09, 2026 |
| TORONTO DOMINION BANK | History | New | 18 | 1 | 0.0% | — | 399 | +18 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | New | 18 | 1 | 0.0% | — | 404 | +18 | New | Q4 2025 | Jan 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 17 | 1 | 0.0% | — | 403 | +17 | New | Q4 2025 | Jan 09, 2026 |
| Kilter Group LLC | History | Added to | 29 | 1 | 0.0% | 0.0% | 405 | +11 | 61.11% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 9 | 1 | 0.0% | 0.0% | 402 | +2 | 28.57% | Q4 2025 | Jan 21, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SRH ADVISORS, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Closed out | 0 | 0 | — | 0.21% | — | -653,828 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GROUPAMA ASSET MANAGMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -300,000 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Senator Investment Group LP | History | Closed out | 0 | 0 | — | 0.79% | — | -274,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.08% | — | -220,965 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Granahan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -196,810 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lombard Odier Asset Management (Europe) Ltd | History | Closed out | 0 | 0 | — | 0.55% | — | -139,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.36% | — | -94,971 | -100.0% | Q3 2025 | Nov 07, 2025 |
| General Equity Holdings LP | History | Closed out | 0 | 0 | — | 3.24% | — | -68,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 1492 Capital Management LLC | History | Closed out | 0 | 0 | — | 1.92% | — | -61,345 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LBP AM SA | History | Closed out | 0 | 0 | — | 0.05% | — | -56,100 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FRED ALGER MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -55,776 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,153 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Nicholas Investment Partners, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -36,823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -36,748 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GILDER GAGNON HOWE & CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,333 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -33,074 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -25,279 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -24,109 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Galaxy Digital Capital Management GP LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -21,783 | -100.0% | Q3 2025 | Mar 23, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,801 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -16,341 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FORMULA GROWTH LTD | History | Closed out | 0 | 0 | — | 0.42% | — | -15,326 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -14,869 | -100.0% | Q3 2025 | Nov 06, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.03% | — | -13,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wolf Hill Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -10,433 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.06% | — | -10,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -9,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 0.28% | — | -8,986 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.19% | — | -8,800 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -8,500 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Sphera Management Technology Funds Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -7,964 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,819 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,341 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -7,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,957 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,564 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -6,100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -5,945 | -100.0% | Q3 2025 | Nov 12, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,579 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -5,562 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEVILLE RODIE & SHAW INC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,405 | -100.0% | Q3 2025 | Oct 01, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,310 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,139 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,945 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hodges Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,785 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,729 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,623 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,570 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,531 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.27% | — | -4,400 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,148 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,987 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,725 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,719 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,658 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,637 | -100.0% | Q3 2025 | Nov 06, 2025 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,538 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Lewis Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,400 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Smith Group Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,305 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Delta Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,276 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,126 | -100.0% | Q3 2025 | Nov 12, 2025 |
| First Dallas Securities Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,100 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,035 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,001 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CHICAGO TRUST Co NA | History | Closed out | 0 | 0 | — | 0.03% | — | -2,995 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,889 | -100.0% | Q3 2025 | Oct 28, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,862 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -2,839 | -100.0% | Q3 2025 | Nov 14, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,837 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Stonekeep Investments, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,673 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,670 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,661 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BIRCH FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,649 | -100.0% | Q3 2025 | Oct 31, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,642 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,831 | -100.0% | Q3 2025 | Oct 07, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -1,233 | -99.6% | Q4 2025 | Feb 13, 2026 |
| MRP Capital Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -920 | -100.0% | Q3 2025 | Dec 08, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -512 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -160 | -94.12% | Q4 2025 | Feb 10, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Root Financial Partners, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -63 | -98.44% | Q4 2025 | Feb 10, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Oct 15, 2025 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -15 | -60.0% | Q4 2025 | Jan 15, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Horizon Investments, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Cornerstone Planning Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -4 | -21.05% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Quaker Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 28, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Manchester Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |