FIRST MERCHANTS CORP - FRME
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 40 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 5,983,901 | 224,276 | 0.0% | 0.0% | 1 | -94,617 | -1.56% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,643,686 | 174,045 | 0.0% | 0.0% | 2 | +78,494 | 1.72% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,318,040 | 124,360 | 0.03% | 0.03% | 3 | -63,365 | -1.87% | Q4 2025 | Feb 12, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,310,372 | 86,592 | 0.37% | 0.4% | 4 | -135,532 | -5.54% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,974,973 | 74,021 | 0.0% | 0.0% | 5 | -80,151 | -3.9% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,431,840 | 53,674 | 0.0% | 0.0% | 6 | +2,023 | 0.14% | Q4 2025 | Feb 09, 2026 |
| Capital International Investors | History | No change | 1,346,300 | 50,459 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 1,058,247 | 39,663 | 0.01% | 0.01% | 8 | +104,260 | 10.93% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 956,197 | 35,838 | 0.02% | 0.02% | 9 | +8,699 | 0.92% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 929,244 | 34,828 | 0.0% | 0.0% | 10 | -12,447 | -1.32% | Q4 2025 | Mar 25, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 778,328 | 29,171 | 0.69% | 0.7% | 11 | +16,286 | 2.14% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 764,136 | 28,639 | 0.01% | 0.0% | 12 | +96,340 | 14.43% | Q4 2025 | Feb 10, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 763,904 | 28,631 | 0.08% | 0.08% | 13 | -79,270 | -9.4% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 715,488 | 26,816 | 0.02% | 0.02% | 14 | +93,215 | 14.98% | Q4 2025 | Feb 13, 2026 |
| PL Capital Advisors, LLC | History | No change | 686,333 | 25,723 | 8.11% | 8.59% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 681,888 | 25,557 | 0.0% | 0.0% | 16 | -4,290 | -0.63% | Q4 2025 | Feb 13, 2026 |
| FJ Capital Management LLC | History | Added to | 633,668 | 23,749 | 2.62% | 1.19% | 17 | +338,950 | 115.01% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 627,759 | 23,528 | 0.02% | 0.02% | 18 | +234,351 | 59.57% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 605,427 | 22,691 | 0.0% | 0.0% | 19 | -86,138 | -12.46% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 566,386 | 21,228 | 0.0% | 0.0% | 20 | -46,615 | -7.6% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 546,322 | 20,476 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 534,739 | 20,042 | 0.74% | 0.77% | 22 | -5,015 | -0.93% | Q4 2025 | Jan 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 437,278 | 16,389 | 0.01% | — | 23 | +437,278 | New | Q4 2025 | Feb 13, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 413,950 | 15,514 | 0.47% | 0.3% | 24 | +72,000 | 21.06% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 410,023 | 15,432 | 0.0% | 0.01% | 25 | -39,965 | -8.88% | Q4 2025 | Feb 18, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 390,605 | 14,639 | 0.31% | 0.32% | 26 | -7,893 | -1.98% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 381,302 | 14,291 | 0.01% | 0.01% | 27 | +72,895 | 23.64% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 375,276 | 14,065 | 0.0% | 0.01% | 28 | -51,843 | -12.14% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 357,426 | 13,396 | 0.01% | 0.0% | 29 | +124,162 | 53.23% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 346,756 | 12,996 | 0.01% | 0.01% | 30 | -241,963 | -41.1% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 333,596 | 12,503 | 0.04% | 0.04% | 31 | +12,046 | 3.75% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 314,574 | 11,790 | 0.06% | 0.06% | 32 | -5,035 | -1.58% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 305,818 | 11,462 | 0.0% | 0.0% | 33 | +59,415 | 24.11% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 291,208 | 10,914 | 0.0% | 0.0% | 34 | +9,035 | 3.2% | Q4 2025 | Feb 13, 2026 |
| Phocas Financial Corp. | History | Reduced | 271,481 | 10,175 | 1.32% | 1.33% | 35 | -648 | -0.24% | Q4 2025 | Jan 26, 2026 |
| GLENMEDE TRUST CO NA | History | New | 260,721 | 9,771 | 0.05% | — | 36 | +260,721 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 218,925 | 8,205 | 0.0% | 0.0% | 37 | +8,933 | 4.25% | Q4 2025 | Feb 13, 2026 |
| DENALI ADVISORS LLC | History | Added to | 205,200 | 7,690 | 0.85% | 0.77% | 38 | +24,600 | 13.62% | Q4 2025 | Feb 03, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 196,000 | 7,346 | 0.27% | 0.28% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 169,166 | 6,340 | 0.01% | 0.03% | 40 | -154,014 | -47.66% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 166,121 | 6,226 | 0.0% | 0.0% | 41 | -31,657 | -16.01% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 165,218 | 6,192 | 0.0% | 0.0% | 42 | +42,222 | 34.33% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 136,069 | 5,099 | 0.47% | 0.04% | 43 | +126,496 | 1321.38% | Q4 2025 | Feb 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 132,924 | 4,981 | 0.15% | 0.16% | 44 | -6,544 | -4.69% | Q4 2025 | Jan 28, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 121,570 | 4,558 | 0.0% | 0.0% | 45 | -17,598 | -12.65% | Q4 2025 | Jan 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 114,469 | 4,290 | 0.0% | 0.0% | 46 | -3,464 | -2.94% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 114,062 | 4,275 | 0.0% | 0.0% | 47 | +1,100 | 0.97% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 112,011 | 4,198 | 0.0% | 0.0% | 48 | -51,401 | -31.45% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 111,136 | 4,165 | 0.0% | 0.0% | 49 | +2,431 | 2.24% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 110,964 | 4,158 | 0.0% | 0.0% | 50 | +20,186 | 22.24% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 109,390 | 4,099 | 0.01% | 0.01% | 51 | +4,327 | 4.12% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 105,237 | 3,944 | 0.0% | 0.0% | 52 | -3,139 | -2.9% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 105,180 | 3,942 | 0.0% | 0.0% | 53 | +98,906 | 1576.44% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 101,567 | 3,806 | 0.01% | 17.24% | 54 | +3,044 | 3.09% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 99,379 | 3,724 | 0.0% | — | 55 | +99,379 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 98,334 | 3,685 | 0.06% | 0.05% | 56 | +22,824 | 30.23% | Q4 2025 | Feb 17, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 95,000 | 3,560 | 1.05% | 1.08% | 57 | +20,000 | 26.67% | Q4 2025 | Feb 18, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 94,876 | 3,555 | 0.16% | 0.11% | 58 | +20,705 | 27.92% | Q4 2025 | Feb 17, 2026 |
| Petiole USA ltd | History | No change | 94,047 | 3,524 | 2.28% | 2.45% | 59 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 93,324 | 3,497 | 0.03% | 0.03% | 60 | -1,798 | -1.89% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 84,378 | 3,162 | 0.0% | 0.0% | 61 | +26,778 | 46.49% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 82,206 | 3,081 | 0.0% | 0.0% | 62 | -18,358 | -18.26% | Q4 2025 | Feb 19, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 81,913 | 3,070 | 0.0% | 0.0% | 63 | -14,646 | -15.17% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 80,087 | 3,001 | 0.0% | 0.0% | 64 | +22,071 | 38.04% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 79,870 | 2,993 | 0.0% | 0.0% | 65 | -4,737 | -5.6% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 79,438 | 2,977 | 0.0% | 0.0% | 66 | +15,224 | 23.71% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 78,081 | 2,926 | 0.27% | 0.26% | 67 | +5,226 | 7.17% | Q4 2025 | Feb 13, 2026 |
| First Financial Bank - Trust Division | History | No change | 75,779 | 2,840 | 0.23% | 0.24% | 68 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 75,539 | 2,831 | 0.0% | 0.0% | 69 | +67,190 | 804.77% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 72,395 | 2,713 | 0.15% | 0.14% | 70 | +16,051 | 28.49% | Q4 2025 | Feb 09, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 72,064 | 2,700 | 2.5% | 2.61% | 71 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 71,984 | 2,697 | 0.0% | 0.0% | 72 | +18,607 | 34.86% | Q4 2025 | Feb 13, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 68,439 | 2,565 | 0.32% | 0.36% | 73 | -3,909 | -5.4% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 68,157 | 2,554 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 67,787 | 2,541 | 0.0% | 0.0% | 75 | +1,104 | 1.66% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | New | 66,215 | 2,481 | 0.3% | — | 76 | +66,215 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 65,339 | 2,448 | 0.0% | 0.0% | 77 | +33,090 | 102.61% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 64,083 | 2,401 | 0.0% | 0.01% | 78 | -646,425 | -90.98% | Q4 2025 | Feb 02, 2026 |
| Trexquant Investment LP | History | Reduced | 62,958 | 2,359 | 0.02% | 0.04% | 79 | -50,637 | -44.58% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 62,610 | 2,346 | 0.0% | — | 80 | +62,610 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 60,080 | 2,251 | 0.0% | 0.0% | 81 | -59,501 | -49.76% | Q4 2025 | Feb 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 58,107 | 2,177 | 0.58% | 0.57% | 82 | +2,281 | 4.09% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,678 | 2,086 | 0.0% | 0.0% | 83 | +5,027 | 9.92% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 54,742 | 2,051 | 0.0% | 0.0% | 84 | -6,053 | -9.96% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 53,966 | 2,022 | 0.0% | 0.0% | 85 | -95 | -0.18% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 50,846 | 1,905 | 0.01% | 0.01% | 86 | -3,325 | -6.14% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 50,226 | 1,882 | 0.0% | 0.0% | 87 | +20,070 | 66.55% | Q4 2025 | Jan 09, 2026 |
| Versor Investments LP | History | New | 50,000 | 1,874 | 0.29% | — | 88 | +50,000 | New | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 49,162 | 1,842 | 0.0% | 0.0% | 89 | +2,782 | 6.0% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 46,629 | 1,747 | 0.0% | — | 90 | +46,629 | New | Q4 2025 | Feb 13, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 44,657 | 1,673 | 0.03% | 0.02% | 91 | +7,533 | 20.29% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Added to | 44,457 | 1,666 | 0.0% | 0.0% | 92 | +22,541 | 102.85% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,100 | 1,577 | 0.0% | 0.0% | 93 | +15,242 | 56.75% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 41,929 | 1,571 | 0.01% | 0.01% | 94 | -776 | -1.82% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 40,712 | 1,525 | 0.02% | 0.01% | 95 | +23,084 | 130.95% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 39,609 | 1,484 | 0.01% | 0.01% | 96 | -9,747 | -19.75% | Q4 2025 | Feb 13, 2026 |
| Vest Financial, LLC | History | Added to | 38,311 | 1,435 | 0.02% | 0.02% | 97 | +3,912 | 11.37% | Q4 2025 | Jan 30, 2026 |
| Atom Investors LP | History | New | 37,858 | 1,418 | 0.11% | — | 99 | +37,858 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 37,848 | 1,418 | 0.0% | 0.0% | 98 | -27,718 | -42.27% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 37,695 | 1,412 | 0.01% | — | 100 | +37,695 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 36,460 | 1,366 | 0.0% | 0.0% | 101 | +802 | 2.25% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 36,097 | 1,352 | 0.01% | 0.0% | 102 | +28,250 | 360.01% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 35,672 | 1,336 | 0.02% | 0.02% | 103 | -4,308 | -10.78% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,811 | 1,304 | 0.0% | 0.0% | 104 | +2,142 | 6.56% | Q4 2025 | Feb 17, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 34,696 | 1,300 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 33,637 | 1,260 | 0.0% | 0.0% | 106 | +16,605 | 97.49% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 33,092 | 1,240 | 0.0% | 0.0% | 107 | +18,460 | 126.16% | Q4 2025 | Feb 11, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 32,000 | 1,199 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,545 | 1,182 | 0.01% | 0.01% | 109 | -8,985 | -22.17% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,991 | 1,161 | 0.0% | 0.0% | 110 | -1,602 | -4.92% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 29,256 | 1,096 | 0.02% | 0.02% | 111 | +573 | 2.0% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,474 | 1,067 | 0.0% | 0.0% | 112 | +6,000 | 26.7% | Q4 2025 | Feb 10, 2026 |
| Waterfront Wealth Inc. | History | Added to | 27,909 | 1,065 | 0.2% | 0.21% | 113 | +256 | 0.93% | Q4 2025 | Jan 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 28,415 | 1,064 | 0.02% | 0.02% | 114 | -4,700 | -14.19% | Q4 2025 | Jan 28, 2026 |
| Magnetar Financial LLC | History | New | 28,043 | 1,051 | 0.01% | — | 115 | +28,043 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 27,468 | 1,029 | 0.0% | 0.0% | 116 | +12,603 | 84.78% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 27,284 | 1,022 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 26,792 | 1,004 | 0.0% | 0.0% | 118 | -327 | -1.21% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 26,310 | 986 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,295 | 985 | 0.0% | 0.0% | 120 | +6,443 | 32.46% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 26,254 | 984 | 0.01% | 0.01% | 121 | -2,683 | -9.27% | Q4 2025 | Feb 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 25,809 | 967 | 0.01% | — | 122 | +25,809 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,264 | 962 | 0.02% | 0.02% | 123 | +335 | 1.34% | Q4 2025 | Jan 28, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 25,590 | 959 | 0.01% | 0.02% | 124 | -9,423 | -26.91% | Q4 2025 | Feb 17, 2026 |
| Convergence Investment Partners, LLC | History | New | 25,259 | 946 | 0.19% | — | 125 | +25,259 | New | Q4 2025 | Feb 05, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 24,646 | 923 | 0.06% | 0.07% | 126 | +8,942 | 56.94% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,487 | 917 | 0.0% | 0.0% | 127 | -3,530 | -12.6% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | No change | 23,500 | 880 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 22,687 | 850 | 0.22% | 0.22% | 129 | +7 | 0.03% | Q4 2025 | Jan 07, 2026 |
| BAILARD, INC. | History | Added to | 22,500 | 843 | 0.02% | 0.02% | 130 | +2,500 | 12.5% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 22,309 | 836 | 0.0% | 0.0% | 131 | -71 | -0.32% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 22,033 | 826 | 0.0% | 0.0% | 132 | +1,519 | 7.4% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 21,881 | 820 | 0.02% | 0.02% | 133 | +3,460 | 18.78% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20,952 | 785 | 0.0% | 0.0% | 134 | -7,515 | -26.4% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 19,796 | 741 | 0.03% | — | 135 | +19,796 | New | Q4 2025 | Feb 17, 2026 |
| Kennondale Capital Management LLC | History | No change | 19,259 | 721 | 0.53% | 0.56% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 18,916 | 709 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 18,576 | 695 | 0.0% | 0.0% | 138 | +6,919 | 59.35% | Q4 2025 | Feb 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 17,883 | 670 | 0.0% | 0.0% | 139 | -3,861 | -17.76% | Q4 2025 | Jan 28, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 17,306 | 648 | 0.0% | 0.0% | 140 | -4,292 | -19.87% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 17,005 | 637 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 16,954 | 635 | 0.0% | 0.0% | 142 | -31 | -0.18% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Reduced | 16,855 | 631 | 0.03% | 0.04% | 143 | -4,140 | -19.72% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,146 | 605 | 0.01% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 16,104 | 603 | 0.0% | 0.0% | 145 | -1,121 | -6.51% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Added to | 15,849 | 594 | 0.02% | 0.02% | 146 | +28 | 0.18% | Q4 2025 | Feb 06, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 15,228 | 570 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 14,966 | 560 | 0.0% | — | 148 | +14,966 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,319 | 536 | 0.0% | 0.0% | 149 | -2,816 | -16.43% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,089 | 528 | 0.0% | 0.0% | 150 | +14 | 0.1% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,679 | 524 | 0.0% | 0.0% | 151 | +857 | 6.68% | Q4 2025 | Jan 08, 2026 |
| Venture Visionary Partners LLC | History | Added to | 13,547 | 507 | 0.02% | 0.02% | 152 | +6 | 0.04% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 12,905 | 482 | 0.0% | 0.0% | 153 | +6,350 | 96.87% | Q4 2025 | Mar 20, 2026 |
| Inspire Investing, LLC | History | Added to | 12,749 | 477 | 0.04% | 0.05% | 154 | +453 | 3.68% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,516 | 469 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,500 | 468 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Reduced | 12,293 | 460 | 0.0% | 0.0% | 157 | -350 | -2.77% | Q4 2025 | Feb 11, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 12,121 | 454 | 0.17% | 0.23% | 158 | -4,160 | -25.55% | Q4 2025 | Feb 13, 2026 |
| CONNABLE OFFICE INC | History | No change | 12,031 | 450 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EJF Capital LP | History | Reduced | 11,525 | 431 | 0.24% | 0.65% | 160 | -18,172 | -61.19% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,681 | 400 | 0.0% | 0.0% | 161 | -11 | -0.1% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,417 | 390 | 0.0% | 0.0% | 162 | -298 | -2.78% | Q4 2025 | Feb 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 10,253 | 384 | 0.04% | — | 163 | +10,253 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,137 | 379 | 0.0% | 0.0% | 164 | +3,612 | 55.36% | Q4 2025 | Feb 11, 2026 |
| Minerva Advisors LLC | History | No change | 9,875 | 370 | 0.25% | 0.24% | 165 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Reduced | 9,712 | 365 | 0.0% | 0.0% | 166 | -106 | -1.08% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,595 | 359 | 0.0% | 0.0% | 167 | +2,025 | 26.75% | Q4 2025 | Feb 18, 2026 |
| Jump Financial, LLC | History | New | 9,467 | 354 | 0.0% | — | 168 | +9,467 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,241 | 346 | 0.0% | — | 169 | +9,241 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 9,108 | 341 | 0.0% | 0.0% | 170 | -45 | -0.49% | Q4 2025 | Jan 29, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 9,053 | 340 | 0.0% | 0.0% | 171 | +598 | 7.07% | Q4 2025 | Feb 05, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | No change | 8,918 | 334 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 8,779 | 329 | 0.0% | 0.0% | 173 | -1,390 | -13.67% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,470 | 317 | 0.01% | 0.06% | 174 | -56,321 | -86.93% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,426 | 315 | 0.02% | 0.02% | 175 | -2,034 | -19.45% | Q4 2025 | Mar 04, 2026 |
| nVerses Capital, LLC | History | New | 8,267 | 309 | 0.69% | — | 176 | +8,267 | New | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | Reduced | 7,805 | 292 | 0.17% | 0.36% | 177 | -8,382 | -51.78% | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,770 | 291 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 7,700 | 288 | 0.0% | — | 179 | +7,700 | New | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 7,707 | 288 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 7,616 | 285 | 0.02% | — | 181 | +7,616 | New | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,577 | 283 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PDS Planning, Inc | History | No change | 7,335 | 274 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 7,267 | 272 | 0.05% | 0.05% | 184 | -1 | -0.01% | Q4 2025 | Mar 03, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 7,063 | 264 | 0.02% | 0.01% | 185 | -1,639 | -18.83% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 6,912 | 259 | 0.01% | 0.04% | 186 | -6,116 | -46.95% | Q4 2025 | Feb 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 6,925 | 259 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 6,834 | 256 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,849 | 256 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,784 | 254 | 0.0% | 0.0% | 190 | +135 | 2.03% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | No change | 6,258 | 234 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 6,042 | 226 | 0.01% | 0.01% | 192 | -12,971 | -68.22% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 5,913 | 221 | 0.06% | 0.06% | 193 | +53 | 0.9% | Q4 2025 | Feb 06, 2026 |
| INCEPTIONR LLC | History | New | 5,830 | 218 | 0.06% | — | 196 | +5,830 | New | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 5,825 | 218 | 0.0% | — | 195 | +5,825 | New | Q4 2025 | Jan 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 5,840 | 218 | 0.0% | 0.0% | 194 | -3,227 | -35.59% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,709 | 213 | 0.0% | — | 197 | +5,709 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 5,574 | 208 | 0.0% | 0.0% | 198 | -1,147 | -17.07% | Q4 2025 | Feb 17, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 5,465 | 204 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 5,389 | 201 | 0.01% | 0.01% | 200 | -1,376 | -20.34% | Q4 2025 | Jan 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,681 | 175 | 0.01% | 0.01% | 201 | -370 | -7.33% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,070 | 152 | 0.0% | 0.0% | 202 | -7,000 | -63.23% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 3,424 | 128 | 0.0% | — | 203 | +3,424 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,169 | 118 | 0.0% | 0.0% | 204 | -667 | -17.39% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,538 | 95 | 0.0% | 0.0% | 205 | -571 | -18.37% | Q4 2025 | Feb 02, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,542 | 95 | 0.0% | 0.0% | 206 | +97 | 3.97% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 2,196 | 82 | 0.0% | 0.01% | 207 | -17,557 | -88.88% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 2,169 | 81 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,812 | 68 | 0.0% | 0.0% | 209 | -184 | -9.22% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | No change | 1,791 | 67 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 1,784 | 66 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GGM Financials LLC | History | Added to | 1,706 | 63 | 0.03% | 0.03% | 212 | +15 | 0.89% | Q4 2025 | Feb 04, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,488 | 55 | 0.0% | 0.0% | 213 | -8 | -0.53% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,417 | 53 | 0.0% | 0.0% | 214 | -2,325 | -62.13% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | No change | 1,300 | 48 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,194 | 44 | 0.01% | 0.01% | 216 | +11 | 0.93% | Q4 2025 | Feb 27, 2026 |
| MAI Capital Management | History | Reduced | 1,159 | 43 | 0.0% | 0.0% | 217 | -210 | -15.34% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 1,042 | 39 | 0.02% | 0.01% | 218 | +425 | 68.88% | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,000 | 37 | 0.01% | — | 219 | +1,000 | New | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,013 | 37 | 0.0% | 0.0% | 220 | +159 | 18.62% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 987 | 36 | 0.0% | 0.0% | 221 | +378 | 62.07% | Q4 2025 | Jan 05, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 902 | 33 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 840 | 31 | 0.0% | 0.0% | 223 | +15 | 1.82% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 796 | 29 | 0.0% | 0.0% | 224 | +609 | 325.67% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 750 | 28 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 715 | 27 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 650 | 24 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 598 | 22 | 0.0% | 0.0% | 228 | +538 | 896.67% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 504 | 18 | 0.0% | 0.0% | 229 | -18 | -3.45% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | New | 476 | 17 | 0.0% | — | 230 | +476 | New | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 401 | 15 | 0.0% | 0.0% | 231 | +4 | 1.01% | Q4 2025 | Feb 02, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 390 | 14 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Torren Management, LLC | History | New | 350 | 13 | 0.01% | — | 235 | +350 | New | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 363 | 13 | 0.0% | 0.0% | 234 | +116 | 46.96% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 320 | 12 | 0.0% | 0.0% | 238 | +54 | 20.3% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 317 | 12 | 0.0% | 0.0% | 237 | -5 | -1.55% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 321 | 12 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 323 | 11 | 0.0% | — | 239 | +323 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 310 | 11 | 0.0% | — | 242 | +310 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 301 | 11 | 0.0% | 0.0% | 240 | +62 | 25.94% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 310 | 11 | 0.0% | 0.0% | 241 | -38 | -10.92% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 302 | 11 | 0.0% | 0.0% | 243 | -21 | -6.5% | Q4 2025 | Mar 16, 2026 |
| Quarry LP | History | Added to | 280 | 10 | 0.0% | 0.0% | 244 | +39 | 16.18% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 231 | 8 | 0.0% | 0.0% | 245 | +115 | 99.14% | Q4 2025 | Jan 08, 2026 |
| Optiver Holding B.V. | History | Reduced | 216 | 8 | 0.0% | 0.0% | 246 | -114 | -34.55% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 193 | 7 | 0.0% | 0.0% | 247 | +29 | 17.68% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 155 | 5 | 0.0% | 0.0% | 249 | -72 | -31.72% | Q4 2025 | Jan 08, 2026 |
| CENTRAL TRUST Co | History | No change | 147 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 111 | 4 | 0.0% | 0.0% | 251 | -2,470 | -95.7% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | No change | 100 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dogwood Wealth Management LLC | History | New | 62 | 2 | 0.0% | — | 255 | +62 | New | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 59 | 2 | 0.0% | 0.0% | 253 | +3 | 5.36% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 256 | -1,164 | -95.88% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | New | 43 | 1 | 0.0% | — | 262 | +43 | New | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 42 | 1 | 0.0% | — | 260 | +42 | New | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | New | 30 | 1 | 0.0% | — | 257 | +30 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 52 | 1 | 0.0% | 0.0% | 261 | +15 | 40.54% | Q4 2025 | Feb 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 40 | 1 | 0.0% | 0.0% | 259 | +6 | 17.65% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 258 | +5 | 11.9% | Q4 2025 | Jan 14, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WPG Advisers, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -234,704 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -46,955 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -18,182 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.17% | — | -12,930 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.51% | — | -10,807 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -9,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atlas Brown,Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -9,364 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,764 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -7,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,839 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,571 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,361 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,806 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ullmann Wealth Partners Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,602 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,527 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -5,340 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -468 | -95.71% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 24 | 0 | — | — | — | +18 | 300.0% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trust Co | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 12 | 0 | — | — | — | -9 | -42.86% | Q4 2025 | Jan 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Rialto Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Jan 12, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |