FORTUNA MINING CORP. - FSM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Reduced | 24,185,050 | 237,253 | 0.2% | 0.24% | 1 | -5,095,677 | -17.4% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 20,216,810 | 198,176 | 0.12% | 0.11% | 2 | +686,762 | 3.52% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,013,453 | 176,750 | 0.26% | 0.2% | 3 | +4,306,399 | 31.42% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 11,382,736 | 111,644 | 0.18% | 0.18% | 4 | -290,022 | -2.48% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,066,599 | 98,758 | 0.02% | 0.02% | 5 | +758,657 | 8.15% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 9,666,827 | 94,831 | 0.23% | 0.16% | 6 | +719,347 | 8.04% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 8,472,690 | 83,117 | 0.0% | 0.0% | 7 | -674,865 | -7.38% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 8,269,909 | 81,052 | 0.04% | 0.04% | 8 | +237,625 | 2.96% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 8,255,178 | 80,892 | 0.0% | 0.0% | 9 | +3,693,155 | 80.95% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 7,798,866 | 76,498 | 0.04% | 0.03% | 10 | +1,422,182 | 22.3% | Q4 2025 | Feb 17, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 4,464,769 | 43,231 | 4.8% | 4.74% | 11 | +39,125 | 0.88% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,028,412 | 39,476 | 0.01% | 0.01% | 12 | -95,382 | -2.31% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,977,108 | 39,015 | 0.0% | 0.01% | 13 | -3,342,430 | -45.66% | Q4 2025 | Mar 25, 2026 |
| Amundi | History | Added to | 3,754,336 | 36,830 | 0.01% | 0.01% | 14 | +51,062 | 1.38% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 3,341,086 | 32,776 | 0.05% | 0.05% | 15 | -460,232 | -12.11% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 3,004,000 | 29,469 | 0.0% | 0.0% | 16 | -114,752 | -3.68% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Added to | 2,995,663 | 29,387 | 0.0% | 0.0% | 17 | +695,869 | 30.26% | Q4 2025 | Jan 29, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 2,687,591 | 26,336 | 0.04% | 0.04% | 18 | -35,795 | -1.31% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 2,584,403 | 25,358 | 0.01% | 0.01% | 19 | -403,565 | -13.51% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,582,469 | 25,334 | 0.0% | 0.0% | 20 | +2,017,955 | 357.47% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,547,053 | 24,986 | 0.03% | 0.0% | 21 | +2,398,479 | 1614.33% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 2,221,012 | 21,788 | 0.08% | 0.06% | 22 | +138,932 | 6.67% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,464,898 | 19,001 | 0.0% | 0.0% | 23 | +221,793 | 17.84% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,912,574 | 18,762 | 0.0% | 0.0% | 24 | +371,869 | 24.14% | Q4 2025 | Feb 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 1,789,733 | 17,557 | 0.02% | 0.01% | 25 | -42,000 | -2.29% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,761,664 | 17,508 | 0.02% | 0.0% | 26 | +1,352,016 | 330.04% | Q4 2025 | Feb 18, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 1,629,640 | 15,990 | 0.01% | 0.01% | 27 | -135,785 | -7.69% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,600,972 | 15,705 | 0.0% | 0.0% | 28 | +1,031,873 | 181.32% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,523,049 | 14,941 | 0.01% | 0.02% | 29 | -2,608,851 | -63.14% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,517,600 | 14,887 | 0.02% | 0.03% | 30 | -708,600 | -31.83% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 1,458,914 | 14,311 | 0.0% | 0.0% | 31 | +169,344 | 13.13% | Q4 2025 | Feb 09, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 1,361,635 | 13,366 | 0.37% | 0.75% | 32 | -1,404,805 | -50.78% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,243,414 | 12,197 | 0.0% | 0.0% | 33 | +277,316 | 28.7% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 1,207,100 | 11,841 | 0.02% | 0.02% | 34 | -22,500 | -1.83% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 1,081,000 | 10,593 | 0.01% | 0.01% | 35 | -529,300 | -32.87% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,047,884 | 10,279 | 0.0% | — | 36 | +1,047,884 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 990,008 | 9,718 | 0.01% | 0.01% | 37 | -48,723 | -4.69% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 971,709 | 9,532 | 0.08% | 0.15% | 38 | -668,024 | -40.74% | Q4 2025 | Feb 17, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | New | 941,349 | 9,244 | 7.71% | — | 39 | +941,349 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 897,363 | 8,797 | 0.05% | 0.05% | 40 | -30,867 | -3.33% | Q4 2025 | Feb 11, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 863,628 | 8,474 | 0.12% | 0.01% | 41 | +747,761 | 645.36% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 834,763 | 8,189 | 0.0% | 0.0% | 42 | -1,735,820 | -67.53% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 812,040 | 7,967 | 0.02% | 0.02% | 43 | -17,981 | -2.17% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 783,022 | 7,681 | 0.01% | 0.0% | 44 | +515,301 | 192.48% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 780,621 | 7,657 | 0.02% | 0.02% | 45 | +111,047 | 16.58% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 734,800 | 7,208 | 0.01% | 0.01% | 46 | +270,400 | 58.23% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 721,721 | 7,080 | 0.01% | 0.01% | 47 | +249,662 | 52.89% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 700,334 | 6,869 | 0.01% | 0.0% | 48 | +592,073 | 546.89% | Q4 2025 | Feb 17, 2026 |
| Groupe la Francaise | History | No change | 695,000 | 6,808 | 0.1% | 0.08% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 679,600 | 6,666 | 0.05% | 0.03% | 50 | +153,000 | 29.05% | Q4 2025 | Feb 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 655,431 | 6,431 | 0.0% | 0.0% | 51 | +193,993 | 42.04% | Q4 2025 | Feb 13, 2026 |
| Sicart Associates LLC | History | Added to | 648,736 | 6,364 | 1.69% | 1.54% | 52 | +12,500 | 1.96% | Q4 2025 | Jan 14, 2026 |
| Swiss National Bank | History | Added to | 607,930 | 5,969 | 0.0% | 0.0% | 53 | +7,700 | 1.28% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 573,130 | 5,616 | 0.01% | 0.07% | 54 | -2,077,043 | -78.37% | Q4 2025 | Feb 10, 2026 |
| U S GLOBAL INVESTORS INC | History | New | 560,601 | 5,499 | 0.59% | — | 55 | +560,601 | New | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 506,332 | 4,958 | 0.0% | 0.01% | 56 | -692,262 | -57.76% | Q4 2025 | Feb 17, 2026 |
| PCJ Investment Counsel Ltd. | History | Added to | 486,520 | 4,767 | 1.18% | 0.98% | 57 | +94,790 | 24.2% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | New | 475,726 | 4,666 | 0.06% | — | 58 | +475,726 | New | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 436,540 | 4,282 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 431,000 | 4,228 | 0.0% | 0.0% | 60 | +73,600 | 20.59% | Q4 2025 | Jan 29, 2026 |
| ExodusPoint Capital Management, LP | History | New | 418,416 | 4,104 | 0.03% | — | 61 | +418,416 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 409,728 | 4,019 | 0.03% | 0.03% | 62 | +9,563 | 2.39% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 400,000 | 3,924 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 383,771 | 3,764 | 0.17% | 0.17% | 64 | +3,395 | 0.89% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 378,334 | 3,711 | 0.0% | 0.0% | 65 | -270,366 | -41.68% | Q4 2025 | Feb 11, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 371,199 | 3,641 | 1.02% | — | 66 | +371,199 | New | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 363,376 | 3,564 | 0.01% | 0.01% | 67 | +107,211 | 41.85% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 252,533 | 3,397 | 0.0% | — | 68 | +252,533 | New | Q4 2025 | Feb 13, 2026 |
| SIG North Trading, ULC | History | Added to | 322,442 | 3,163 | 0.06% | 0.05% | 69 | +16,966 | 5.55% | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | Added to | 313,600 | 3,073 | 0.02% | 0.02% | 70 | +49,300 | 18.65% | Q4 2025 | Feb 19, 2026 |
| CIBC Asset Management Inc | History | Reduced | 288,377 | 2,827 | 0.01% | 0.01% | 71 | -8,649 | -2.91% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 282,605 | 2,772 | 0.0% | 0.0% | 72 | +7,745 | 2.82% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 280,373 | 2,753 | 0.0% | — | 73 | +280,373 | New | Q4 2025 | Feb 13, 2026 |
| SPROTT INC. | History | Reduced | 276,085 | 2,708 | 0.09% | 0.1% | 74 | -28,861 | -9.46% | Q4 2025 | Feb 12, 2026 |
| CastleKnight Management LP | History | New | 257,700 | 2,528 | 0.06% | — | 75 | +257,700 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 246,537 | 2,418 | 0.01% | — | 76 | +246,537 | New | Q4 2025 | Feb 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 231,361 | 2,270 | 0.02% | 0.0% | 77 | +169,929 | 276.61% | Q4 2025 | Feb 10, 2026 |
| De Lisle Partners LLP | History | Reduced | 228,775 | 2,245 | 0.29% | 0.33% | 78 | -70,000 | -23.43% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 225,968 | 2,214 | 0.0% | 0.0% | 79 | +25,272 | 12.59% | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 221,566 | 2,173 | 0.1% | 0.13% | 80 | +30,236 | 15.8% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | Added to | 218,200 | 2,140 | 0.01% | 0.0% | 81 | +133,700 | 158.22% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 211,355 | 2,073 | 0.01% | 0.01% | 82 | +12,540 | 6.31% | Q4 2025 | Feb 18, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 206,504 | 2,025 | 0.05% | 0.07% | 83 | -98,029 | -32.19% | Q4 2025 | Feb 13, 2026 |
| Auxano Advisors, LLC | History | New | 200,000 | 1,962 | 0.39% | — | 84 | +200,000 | New | Q4 2025 | Feb 06, 2026 |
| PEAK6 LLC | History | Reduced | 191,600 | 1,879 | 0.0% | 0.02% | 85 | -1,382,900 | -87.83% | Q4 2025 | Mar 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 188,495 | 1,849 | 0.0% | 0.0% | 86 | +4,500 | 2.45% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 183,514 | 1,798 | 0.0% | 0.0% | 87 | +12,900 | 7.56% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 175,396 | 1,720 | 0.03% | 0.01% | 88 | +89,495 | 104.18% | Q4 2025 | Jan 23, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 163,075 | 1,598 | 0.01% | 0.01% | 89 | -15,812 | -8.84% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 158,579 | 1,554 | 0.01% | 0.01% | 90 | +1,500 | 0.95% | Q4 2025 | Feb 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 157,668 | 1,547 | 0.01% | 0.02% | 91 | -61,152 | -27.95% | Q4 2025 | Feb 11, 2026 |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | History | Added to | 145,600 | 1,448 | 3.08% | 2.82% | 92 | +18,000 | 14.11% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 144,772 | 1,420 | 0.0% | 0.0% | 93 | -331,026 | -69.57% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | New | 144,276 | 1,415 | 0.02% | — | 94 | +144,276 | New | Q4 2025 | Mar 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 142,084 | 1,394 | 0.0% | 0.0% | 95 | +61,558 | 76.44% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 138,939 | 1,362 | 0.0% | 0.0% | 96 | +95,178 | 217.5% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 138,788 | 1,360 | 0.0% | — | 97 | +138,788 | New | Q4 2025 | Feb 17, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | New | 126,400 | 1,238 | 0.04% | — | 98 | +126,400 | New | Q4 2025 | Feb 02, 2026 |
| SG Americas Securities, LLC | History | Added to | 469,836 | 1,201 | 0.0% | 0.0% | 99 | +269,836 | 134.92% | Q4 2025 | Jan 09, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 120,870 | 1,185 | 0.81% | 0.77% | 100 | +21,034 | 21.07% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Reduced | 120,628 | 1,183 | 0.0% | 0.0% | 101 | -40,175 | -24.98% | Q4 2025 | Feb 11, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 119,262 | 1,169 | 0.69% | 0.7% | 102 | -8,675 | -6.78% | Q4 2025 | Jan 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 116,100 | 1,138 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 115,043 | 1,127 | 0.0% | 0.0% | 104 | +92,121 | 401.89% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 111,207 | 1,090 | 0.01% | 0.0% | 105 | +91,206 | 456.01% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 108,492 | 1,064 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 104,377 | 1,024 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PDT Partners, LLC | History | No change | 102,831 | 1,008 | 0.07% | 0.06% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 102,200 | 1,002 | 0.0% | 0.0% | 109 | +70,000 | 217.39% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 96,874 | 950 | 0.0% | 0.0% | 110 | +55,549 | 134.42% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 93,280 | 915 | 0.0% | 0.0% | 111 | +10,487 | 12.67% | Q4 2025 | Jan 27, 2026 |
| Engineers Gate Manager LP | History | Reduced | 85,180 | 835 | 0.01% | 0.03% | 112 | -172,324 | -66.92% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 77,192 | 757 | 0.04% | — | 113 | +77,192 | New | Q4 2025 | Feb 13, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 76,897 | 754 | 0.16% | 0.15% | 114 | -16,983 | -18.09% | Q4 2025 | Feb 12, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 75,262 | 737 | 0.02% | 0.02% | 115 | -30,470 | -28.82% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 68,973 | 676 | 0.07% | 0.07% | 116 | -41 | -0.06% | Q4 2025 | Jan 20, 2026 |
| Erste Asset Management GmbH | History | No change | 65,600 | 650 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 63,079 | 618 | 0.0% | — | 118 | +63,077 | 3153850.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 62,176 | 609 | 0.02% | 0.11% | 119 | -403,199 | -86.64% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 61,686 | 605 | 0.02% | 0.07% | 120 | -84,021 | -57.66% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 61,523 | 602 | 0.0% | 0.0% | 121 | -99,486 | -61.79% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Added to | 61,164 | 599 | 0.0% | 0.0% | 122 | +3,100 | 5.34% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,955 | 568 | 0.0% | 0.0% | 123 | +27,676 | 91.4% | Q4 2025 | Feb 18, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 56,972 | 559 | 0.13% | 0.13% | 124 | -29,898 | -34.42% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 55,920 | 548 | 0.0% | 0.0% | 125 | +6,121 | 12.29% | Q4 2025 | Jan 29, 2026 |
| Realta Investment Advisors | History | Reduced | 55,650 | 545 | 0.18% | 0.27% | 126 | -34,780 | -38.46% | Q4 2025 | Jan 20, 2026 |
| Numerai GP LLC | History | Reduced | 51,191 | 502 | 0.06% | 0.1% | 127 | -26,105 | -33.77% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 50,700 | 497 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 49,252 | 482 | 0.0% | 0.0% | 129 | +29,288 | 146.7% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 48,590 | 477 | 0.0% | 0.0% | 130 | -10,609 | -17.92% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Added to | 45,798 | 449 | 0.0% | 0.0% | 131 | +2,097 | 4.8% | Q4 2025 | Feb 10, 2026 |
| Massar Capital Management, LP | History | New | 43,914 | 430 | 0.05% | — | 132 | +43,914 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | Reduced | 43,120 | 422 | 0.0% | 0.0% | 133 | -3,419 | -7.35% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 40,323 | 395 | 0.0% | 0.03% | 134 | -269,285 | -86.98% | Q4 2025 | Feb 18, 2026 |
| Investment Management Corp of Ontario | History | Added to | 37,673 | 369 | 0.0% | 0.0% | 136 | +26,288 | 230.9% | Q4 2025 | Feb 17, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 37,681 | 369 | 0.17% | 0.19% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 37,200 | 365 | 0.0% | 0.0% | 137 | -9,000 | -19.48% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 37,112 | 364 | 0.0% | 0.0% | 138 | -9,958 | -21.16% | Q4 2025 | Feb 10, 2026 |
| Caprock Group, LLC | History | Added to | 36,868 | 361 | 0.01% | 0.0% | 139 | +18,878 | 104.94% | Q4 2025 | Jan 28, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 34,925 | 341 | 0.0% | 0.0% | 140 | -65,283 | -65.15% | Q4 2025 | Feb 18, 2026 |
| Swiss Life Asset Management Ltd | History | New | 33,947 | 332 | 0.0% | — | 141 | +33,947 | New | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 33,700 | 330 | 0.01% | — | 142 | +33,700 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 31,532 | 309 | 0.01% | 0.01% | 143 | -6,336 | -16.73% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 30,756 | 301 | 0.0% | 0.0% | 144 | +7,759 | 33.74% | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | No change | 30,500 | 299 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WINTON GROUP Ltd | History | New | 29,400 | 288 | 0.01% | — | 146 | +29,400 | New | Q4 2025 | Feb 11, 2026 |
| Scientech Research LLC | History | New | 29,297 | 287 | 0.18% | — | 147 | +29,297 | New | Q4 2025 | Feb 17, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 28,750 | 282 | 0.02% | 0.02% | 148 | -7,700 | -21.12% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 28,500 | 279 | 0.0% | — | 149 | +28,500 | New | Q4 2025 | Feb 18, 2026 |
| INGALLS & SNYDER LLC | History | No change | 27,500 | 270 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 27,338 | 268 | 0.01% | 0.0% | 151 | +6,622 | 31.97% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 26,285 | 257 | 0.0% | 0.0% | 152 | -3,772 | -12.55% | Q4 2025 | Feb 17, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 25,960 | 254 | 0.54% | — | 153 | +25,960 | New | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,254 | 247 | 0.0% | 0.0% | 155 | +9,117 | 56.5% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,915 | 247 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 23,534 | 230 | 0.02% | 0.03% | 156 | -22,212 | -48.56% | Q4 2025 | Feb 17, 2026 |
| Olympiad Research LP | History | Reduced | 23,534 | 230 | 0.61% | 0.57% | 157 | -22,212 | -48.56% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | New | 22,190 | 217 | 0.02% | — | 158 | +22,190 | New | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 22,000 | 215 | 0.0% | 0.0% | 159 | -28,485 | -56.42% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 21,030 | 206 | 0.03% | 0.04% | 160 | -7,765 | -26.97% | Q4 2025 | Jan 14, 2026 |
| PharVision Advisers, LLC | History | Reduced | 19,895 | 195 | 0.1% | 0.13% | 161 | -5,412 | -21.39% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | New | 19,804 | 194 | 0.05% | — | 162 | +19,804 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,072 | 187 | 0.0% | 0.0% | 163 | -528 | -2.69% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 17,860 | 175 | 0.0% | 0.0% | 164 | -64,393 | -78.29% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 17,577 | 174 | 0.01% | — | 165 | +17,577 | New | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 15,179 | 148 | 0.0% | 0.0% | 166 | +522 | 3.56% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | No change | 15,000 | 147 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Reduced | 14,930 | 146 | 0.0% | 0.0% | 168 | -315 | -2.07% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 14,343 | 140 | 0.0% | 0.0% | 169 | +2,605 | 22.19% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | New | 14,115 | 138 | 0.01% | — | 170 | +14,115 | New | Q4 2025 | Jan 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 13,973 | 137 | 0.03% | 0.03% | 171 | +362 | 2.66% | Q4 2025 | Feb 04, 2026 |
| PFG Investments, LLC | History | No change | 13,579 | 133 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 13,299 | 130 | 0.02% | — | 173 | +13,299 | New | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 12,884 | 126 | 0.0% | — | 174 | +12,884 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 12,471 | 122 | 0.0% | — | 176 | +12,471 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,485 | 122 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 11,688 | 116 | 0.0% | 0.0% | 177 | +209 | 1.82% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,248 | 110 | 0.0% | 0.0% | 178 | +581 | 5.45% | Q4 2025 | Jan 26, 2026 |
| Squarepoint Ops LLC | History | No change | 11,300 | 110 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Centric Wealth Management | History | Added to | 11,000 | 107 | 0.02% | 0.02% | 180 | +1,000 | 10.0% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,774 | 105 | 0.0% | 0.0% | 181 | +4,172 | 63.19% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 10,500 | 103 | 0.01% | — | 182 | +10,500 | New | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | Reduced | 10,454 | 102 | 0.02% | 0.02% | 183 | -348 | -3.22% | Q4 2025 | Feb 24, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 7,475 | 100 | 0.05% | 0.03% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SPWM Advisors LLC | History | New | 10,010 | 98 | 0.09% | — | 187 | +10,010 | New | Q4 2025 | Feb 17, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 10,000 | 98 | 0.04% | — | 185 | +10,000 | New | Q4 2025 | Jan 22, 2026 |
| TrinityBridge Ltd | History | No change | 10,000 | 98 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHELSEA COUNSEL CO | History | No change | 8,680 | 85 | 0.04% | 0.03% | 188 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,629 | 84 | 0.0% | 0.0% | 189 | +40 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 8,000 | 78 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,920 | 77 | 0.0% | — | 191 | +7,920 | New | Q4 2025 | Feb 13, 2026 |
| Plato Investment Management Ltd | History | New | 7,537 | 74 | 0.0% | — | 192 | +7,537 | New | Q4 2025 | Feb 04, 2026 |
| Employees Retirement System of Texas | History | No change | 7,263 | 71 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,363 | 52 | 0.0% | 0.0% | 194 | -39 | -0.72% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,190 | 50 | 0.0% | 0.0% | 195 | -4,740 | -47.73% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,000 | 49 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,653 | 45 | 0.0% | 0.0% | 197 | +3,653 | 365.3% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,100 | 40 | 0.0% | 0.0% | 198 | +100 | 2.5% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 3,500 | 34 | 0.0% | — | 199 | +3,500 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,135 | 30 | 0.0% | 0.0% | 200 | -700 | -18.25% | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,127 | 30 | 0.0% | 0.0% | 201 | -193 | -5.81% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | New | 3,000 | 29 | 0.0% | — | 202 | +3,000 | New | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | No change | 2,000 | 26 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hara Capital LLC | History | No change | 2,700 | 26 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PROFFITT & GOODSON INC | History | No change | 2,500 | 24 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | New | 2,374 | 23 | 0.0% | — | 206 | +2,374 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,775 | 17 | 0.0% | 0.0% | 207 | -800 | -31.07% | Q4 2025 | Feb 09, 2026 |
| WealthCollab, LLC | History | No change | 1,762 | 17 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,500 | 14 | 0.01% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quarry LP | History | Reduced | 1,344 | 13 | 0.0% | 0.09% | 211 | -44,856 | -97.09% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,332 | 13 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TSFG, LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 9 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Pacifica Partners Inc. | History | No change | 880 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| DAGCO, INC. | History | No change | 800 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 683 | 6 | 0.0% | — | 217 | +683 | New | Q4 2025 | Feb 10, 2026 |
| Banque Cantonale Vaudoise | History | New | 595 | 6 | 0.0% | — | 218 | +595 | New | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Added to | 600 | 5 | 0.0% | — | 219 | +590 | 5900.0% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | Added to | 442 | 4 | 0.0% | 0.0% | 222 | +326 | 281.03% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 441 | 4 | 0.0% | 0.0% | 221 | +141 | 47.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 482 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 394 | 3 | 0.0% | — | 223 | +394 | New | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 233 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 245 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Navalign, LLC | History | New | 197 | 1 | 0.0% | — | 229 | +197 | New | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 150 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| West Financial Advisors, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -71,142 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -56,375 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIRE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -49,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -37,054 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -29,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.05% | — | -25,378 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.01% | — | -23,213 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,040 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,752 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -12,647 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,984 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,514 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,500 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,278 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,684 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 100 | 0 | — | 0.0% | — | -1,067 | -91.43% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SHP Wealth Management | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Mar 04, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 55 | 0 | — | — | — | +55 | New | Q4 2025 | Feb 10, 2026 |
| Stone House Investment Management, LLC | History | Added to | 36 | 0 | — | — | — | +22 | 157.14% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |