GLACIER BANCORP, INC. - GBCI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 51 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 16,073,373 | 708,032 | 0.01% | 0.01% | 1 | +1,224,598 | 8.25% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 13,359,157 | 588,470 | 0.01% | 0.01% | 2 | +870,335 | 6.97% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 6,178,363 | 272,156 | 0.01% | 0.01% | 3 | +557,873 | 9.93% | Q4 2025 | Feb 13, 2026 |
| Capital Research Global Investors | History | Reduced | 5,581,288 | 245,855 | 0.05% | 0.06% | 4 | -545,112 | -8.9% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,555,423 | 200,674 | 0.15% | 0.16% | 5 | +90,955 | 2.04% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,330,658 | 146,735 | 0.01% | 0.01% | 6 | +237,316 | 7.67% | Q4 2025 | Feb 09, 2026 |
| COOKE & BIELER LP | History | Added to | 3,049,334 | 134,323 | 1.4% | 1.46% | 7 | +154,595 | 5.34% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,845,069 | 125,328 | 0.03% | 0.03% | 8 | +402,939 | 16.5% | Q4 2025 | Feb 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,577,428 | 113,535 | 0.78% | 0.95% | 9 | -369,659 | -12.54% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,752,595 | 77,201 | 0.01% | 0.01% | 10 | +123,011 | 7.55% | Q4 2025 | Feb 13, 2026 |
| Capital International Investors | History | No change | 1,742,780 | 76,769 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,665,735 | 73,375 | 0.01% | 0.01% | 12 | +8,369 | 0.5% | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 1,662,407 | 73,229 | 1.4% | 1.24% | 13 | +390,366 | 30.69% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,622,095 | 71,453 | 0.01% | 0.01% | 14 | -91,470 | -5.34% | Q4 2025 | Mar 25, 2026 |
| NORGES BANK | History | New | 1,534,204 | 67,581 | 0.01% | — | 15 | +1,534,204 | New | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,429,384 | 62,964 | 0.04% | 0.04% | 16 | +83,644 | 6.22% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,332,461 | 58,695 | 0.51% | 0.5% | 17 | +181,903 | 15.81% | Q4 2025 | Feb 11, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 1,189,006 | 52,375 | 1.88% | 2.06% | 18 | -40,226 | -3.27% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 1,159,653 | 51,082 | 0.69% | 0.76% | 19 | -14,314 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1,135,650 | 50,025 | 0.36% | 0.5% | 20 | -249,939 | -18.04% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,102,288 | 48,555 | 0.01% | 0.01% | 21 | -71,098 | -6.06% | Q4 2025 | Feb 10, 2026 |
| Madison Asset Management, LLC | History | Reduced | 987,362 | 43,493 | 0.5% | 0.56% | 22 | -57,083 | -5.47% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Reduced | 979,812 | 43,160 | 0.0% | 0.0% | 23 | -27,111 | -2.69% | Q4 2025 | Feb 13, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Reduced | 963,034 | 42,421 | 0.79% | 0.93% | 24 | -43,523 | -4.32% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 928,579 | 40,903 | 0.0% | 0.0% | 25 | +114,407 | 14.05% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 893,654 | 39,365 | 0.07% | 0.14% | 26 | -524,467 | -36.98% | Q4 2025 | Feb 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 832,892 | 36,688 | 0.01% | 0.02% | 27 | -56,017 | -6.3% | Q4 2025 | Feb 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 824,378 | 36,313 | 0.04% | 0.03% | 28 | +283,507 | 52.42% | Q4 2025 | Feb 12, 2026 |
| Jain Global LLC | History | Added to | 750,098 | 33,041 | 0.16% | 0.04% | 29 | +557,529 | 289.52% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 705,280 | 31,067 | 0.25% | 0.23% | 30 | +35,142 | 5.24% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 703,631 | 30,994 | 0.0% | 0.0% | 31 | -168,486 | -19.32% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 697,667 | 30,732 | 0.01% | 0.01% | 32 | -2,960 | -0.42% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 632,169 | 27,846 | 0.03% | 0.03% | 33 | +84,104 | 15.35% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 570,692 | 25,139 | 0.04% | 0.04% | 34 | +8,288 | 1.47% | Q4 2025 | Feb 10, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 548,536 | 24,163 | 0.51% | 0.46% | 35 | +116,889 | 27.08% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 535,726 | 23,598 | 0.17% | — | 36 | +535,726 | New | Q4 2025 | Feb 18, 2026 |
| Port Capital LLC | History | Reduced | 520,198 | 22,914 | 0.99% | 1.42% | 37 | -178,950 | -25.6% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 511,408 | 22,527 | 0.01% | 0.0% | 38 | +459,330 | 882.0% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 434,304 | 19,131 | 0.19% | 0.19% | 39 | +52,906 | 13.87% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 419,576 | 18,538 | 0.06% | 0.06% | 40 | +41 | 0.01% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 420,192 | 18,509 | 0.0% | 0.0% | 41 | -187,517 | -30.86% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 406,390 | 17,901 | 0.02% | 0.02% | 42 | +117,328 | 40.59% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 392,946 | 17,309 | 0.01% | 0.02% | 43 | +329 | 0.08% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD CAPITAL PARTNERS LLC | History | Reduced | 372,472 | 16,407 | 2.79% | 3.83% | 44 | -82,497 | -18.13% | Q4 2025 | Feb 17, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 372,200 | 16,395 | 0.49% | 0.31% | 45 | +94,250 | 33.91% | Q4 2025 | Feb 13, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 371,528 | 16,365 | 0.88% | 1.19% | 46 | -92,586 | -19.95% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 341,174 | 15,028 | 0.0% | — | 47 | +341,174 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 326,297 | 14,373 | 0.0% | 0.0% | 48 | +46,309 | 16.54% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 306,547 | 13,503 | 0.0% | 0.0% | 49 | +18,493 | 6.42% | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Reduced | 304,885 | 13,427 | 4.45% | 5.29% | 50 | -18,277 | -5.66% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 301,653 | 13,287 | 0.01% | 0.01% | 51 | +72,811 | 31.82% | Q4 2025 | Feb 13, 2026 |
| Hedges Asset Management LLC | History | Added to | 295,223 | 13,004 | 9.17% | 10.82% | 52 | +5,000 | 1.72% | Q4 2025 | Jan 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 292,416 | 12,880 | 0.01% | — | 53 | +292,416 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 279,066 | 12,292 | 0.01% | 0.01% | 54 | +11,020 | 4.11% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 273,591 | 12,051 | 0.0% | 0.0% | 55 | +60,289 | 28.26% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 259,533 | 11,432 | 0.0% | 0.0% | 56 | +18,694 | 7.76% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 258,548 | 11,389 | 0.0% | 0.0% | 57 | +46,727 | 22.06% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 256,997 | 11,320 | 0.35% | 0.34% | 58 | +25,476 | 11.0% | Q4 2025 | Jan 28, 2026 |
| Swiss National Bank | History | Added to | 256,121 | 11,282 | 0.01% | 0.01% | 60 | +26,300 | 11.44% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 255,901 | 11,282 | 0.0% | 0.0% | 59 | +1,180 | 0.46% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Added to | 213,884 | 9,421 | 0.0% | 0.0% | 61 | +3,738 | 1.78% | Q4 2025 | Feb 19, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 212,043 | 9,340 | 0.01% | 0.01% | 62 | +65,266 | 44.47% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 202,888 | 8,937 | 0.0% | 0.0% | 63 | +3,948 | 1.98% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 199,819 | 8,802 | 0.21% | 0.26% | 64 | -3,286 | -1.62% | Q4 2025 | Jan 29, 2026 |
| Pier Capital, LLC | History | Reduced | 196,118 | 8,638 | 1.38% | 1.5% | 65 | -1,632 | -0.83% | Q4 2025 | Feb 03, 2026 |
| Legal & General Group Plc | History | Added to | 187,027 | 8,238 | 0.0% | 0.0% | 66 | +533 | 0.29% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 157,436 | 6,935 | 0.0% | 0.0% | 67 | +1,420 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 155,077 | 6,831 | 2.01% | 2.25% | 68 | -17,986 | -10.39% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 154,392 | 6,800 | 0.02% | 0.02% | 69 | +11,057 | 7.71% | Q4 2025 | Jan 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 151,680 | 6,681 | 0.0% | 0.01% | 70 | -44,577 | -22.71% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 149,098 | 6,568 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | New | 142,183 | 6,263 | 0.12% | — | 72 | +142,183 | New | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 137,625 | 6,062 | 0.02% | 0.02% | 73 | -1,453 | -1.04% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 136,108 | 5,997 | 0.0% | 0.0% | 74 | +13,131 | 10.68% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 133,066 | 5,861 | 0.0% | 0.0% | 75 | +60,558 | 83.52% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 132,110 | 5,819 | 0.03% | 0.03% | 76 | +3,677 | 2.86% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 126,639 | 5,578 | 0.03% | 0.04% | 77 | -12,585 | -9.04% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 124,016 | 5,462 | 0.0% | 0.0% | 78 | +25,222 | 25.53% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 123,855 | 5,455 | 0.01% | 0.01% | 79 | +11,951 | 10.68% | Q4 2025 | Feb 17, 2026 |
| Northern Capital Management, Inc. | History | No change | 123,439 | 5,437 | 2.87% | 3.26% | 80 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIL Ltd | History | New | 120,000 | 5,286 | 0.0% | — | 81 | +120,000 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 118,153 | 5,204 | 0.08% | 0.1% | 82 | -15,258 | -11.44% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 114,051 | 5,023 | 0.09% | 0.13% | 83 | -24,077 | -17.43% | Q4 2025 | Feb 17, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 112,416 | 4,951 | 0.13% | 0.13% | 84 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | Reduced | 112,104 | 4,938 | 0.02% | 0.04% | 85 | -102,972 | -47.88% | Q4 2025 | Feb 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 109,439 | 4,820 | 0.46% | — | 86 | +109,439 | New | Q4 2025 | Jan 20, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 107,585 | 4,739 | 0.31% | 0.38% | 87 | -4,626 | -4.12% | Q4 2025 | Apr 02, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 104,136 | 4,587 | 0.0% | 0.0% | 88 | +7,956 | 8.27% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 101,982 | 4,492 | 0.0% | 0.0% | 89 | +3,283 | 3.33% | Q4 2025 | Feb 12, 2026 |
| MAIRS & POWER INC | History | Reduced | 97,354 | 4,288 | 0.04% | 0.05% | 90 | -1,809 | -1.82% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 94,417 | 4,159 | 0.0% | 0.0% | 91 | +11,791 | 14.27% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 90,716 | 3,995 | 0.0% | 0.0% | 92 | +31,889 | 54.21% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 86,092 | 3,792 | 0.02% | 0.02% | 93 | -1,125 | -1.29% | Q4 2025 | Feb 09, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 83,505 | 3,678 | 1.56% | 1.8% | 94 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 76,976 | 3,390 | 0.0% | 0.0% | 95 | +3,729 | 5.09% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 73,384 | 3,233 | 0.01% | 0.01% | 96 | -27,436 | -27.21% | Q4 2025 | Feb 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 71,458 | 3,147 | 1.31% | 1.44% | 97 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 70,006 | 3,084 | 0.0% | — | 98 | +70,006 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 69,331 | 3,054 | 0.01% | 0.01% | 99 | -564 | -0.81% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 67,563 | 2,976 | 0.0% | 0.0% | 100 | -992 | -1.45% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 65,887 | 2,902 | 0.0% | 0.0% | 101 | +11,083 | 20.22% | Q4 2025 | Feb 11, 2026 |
| Numerai GP LLC | History | New | 64,655 | 2,848 | 0.34% | — | 102 | +64,655 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 62,940 | 2,772 | 0.13% | — | 103 | +62,940 | New | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 60,453 | 2,663 | 0.0% | 0.05% | 104 | -272,694 | -81.85% | Q4 2025 | Jan 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 59,622 | 2,626 | 0.0% | 0.0% | 105 | +4,114 | 7.41% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 58,239 | 2,565 | 0.0% | 0.0% | 106 | +14,495 | 33.14% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 56,326 | 2,481 | 0.0% | 0.0% | 107 | +14,542 | 34.8% | Q4 2025 | Jan 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 56,277 | 2,479 | 0.0% | 0.0% | 108 | +6,500 | 13.06% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 54,162 | 2,386 | 0.02% | 0.02% | 109 | +2,329 | 4.49% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 53,587 | 2,360 | 0.01% | 0.01% | 110 | +6,808 | 14.55% | Q4 2025 | Jan 30, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 53,537 | 2,358 | 0.02% | 0.03% | 111 | -1,214 | -2.22% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 52,237 | 2,301 | 0.07% | 0.07% | 112 | -22 | -0.04% | Q4 2025 | Jan 09, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 44,346 | 2,247 | 0.01% | 0.01% | 113 | -1,899 | -4.11% | Q4 2025 | Feb 18, 2026 |
| WASHINGTON TRUST BANK | History | No change | 49,804 | 2,193 | 0.15% | 0.18% | 114 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 49,225 | 2,168 | 0.02% | 0.02% | 115 | -116 | -0.24% | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | New | 49,000 | 2,158 | 0.01% | — | 116 | +49,000 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 44,935 | 1,979 | 0.0% | 0.0% | 117 | +13,369 | 42.35% | Q4 2025 | Feb 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 44,080 | 1,941 | 0.12% | 0.14% | 118 | +610 | 1.4% | Q4 2025 | Jan 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 43,453 | 1,919 | 0.0% | 0.0% | 119 | +39,027 | 881.77% | Q4 2025 | Mar 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 43,037 | 1,895 | 0.0% | 0.01% | 120 | -34,888 | -44.77% | Q4 2025 | Feb 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 42,953 | 1,892 | 0.0% | 0.0% | 121 | +3,487 | 8.84% | Q4 2025 | Jan 27, 2026 |
| Babb Wealth Advisors LLC | History | No change | 42,343 | 1,865 | 1.05% | 1.34% | 122 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 39,614 | 1,859 | 0.02% | 0.02% | 123 | +2,388 | 6.41% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Reduced | 40,977 | 1,804 | 0.01% | 0.02% | 124 | -8,958 | -17.94% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Added to | 40,800 | 1,797 | 0.15% | 0.18% | 125 | +6,982 | 20.65% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 39,090 | 1,721 | 0.01% | 0.01% | 126 | -237 | -0.6% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 38,774 | 1,708 | 0.01% | 0.0% | 127 | +9,700 | 33.36% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 37,349 | 1,645 | 0.0% | 0.0% | 128 | +872 | 2.39% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 36,902 | 1,625 | 0.02% | — | 129 | +36,902 | New | Q4 2025 | Feb 06, 2026 |
| First American Bank | History | Reduced | 36,841 | 1,622 | 0.1% | 0.11% | 130 | -405 | -1.09% | Q4 2025 | Jan 20, 2026 |
| Arizona State Retirement System | History | Added to | 36,223 | 1,595 | 0.01% | 0.01% | 131 | +1,143 | 3.26% | Q4 2025 | Jan 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 36,161 | 1,593 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 35,600 | 1,568 | 0.03% | 0.03% | 134 | +2,600 | 7.88% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Added to | 35,587 | 1,568 | 0.0% | 0.01% | 133 | +1,006 | 2.91% | Q4 2025 | Jan 26, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 35,482 | 1,562 | 0.09% | 0.18% | 135 | -21,973 | -38.24% | Q4 2025 | Jan 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 34,878 | 1,536 | 0.01% | 0.01% | 136 | +2,463 | 7.6% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 34,217 | 1,507 | 0.05% | 0.05% | 137 | +2,012 | 6.25% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 34,140 | 1,503 | 0.0% | 0.0% | 138 | +2,400 | 7.56% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 32,611 | 1,436 | 0.03% | 0.03% | 139 | +460 | 1.43% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 32,191 | 1,418 | 0.01% | 0.01% | 140 | +1,765 | 5.8% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Added to | 31,726 | 1,397 | 0.02% | 0.01% | 141 | +21,239 | 202.53% | Q4 2025 | Feb 18, 2026 |
| QSV Equity Investors LLC | History | Reduced | 31,587 | 1,391 | 2.06% | 2.21% | 142 | -12,941 | -29.06% | Q4 2025 | Feb 12, 2026 |
| Loudon Investment Management, LLC | History | No change | 31,439 | 1,384 | 0.72% | 0.8% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 30,986 | 1,364 | 0.01% | — | 144 | +30,986 | New | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 30,751 | 1,354 | 0.0% | 0.0% | 145 | +6,788 | 28.33% | Q4 2025 | Feb 18, 2026 |
| EP Wealth Advisors, LLC | History | New | 30,533 | 1,344 | 0.01% | — | 146 | +30,533 | New | Q4 2025 | Feb 18, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 30,436 | 1,340 | 0.01% | 0.01% | 147 | +2,200 | 7.79% | Q4 2025 | Jan 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 29,860 | 1,315 | 0.36% | 0.4% | 148 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 29,298 | 1,290 | 0.71% | 0.85% | 149 | -1,100 | -3.62% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 28,782 | 1,267 | 0.01% | 0.02% | 150 | +2,357 | 8.92% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 28,620 | 1,260 | 0.0% | 0.0% | 151 | +3,148 | 12.36% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | No change | 28,508 | 1,255 | 0.07% | 0.08% | 152 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,673 | 1,218 | 0.0% | 0.0% | 153 | +2,800 | 11.26% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 26,624 | 1,172 | 0.05% | 0.06% | 154 | -87 | -0.33% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 25,748 | 1,134 | 0.01% | 0.02% | 155 | +1,900 | 7.97% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,270 | 1,113 | 0.0% | 0.0% | 156 | +849 | 3.48% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 25,175 | 1,108 | 0.0% | — | 157 | +25,175 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,290 | 1,069 | 0.01% | 0.01% | 158 | +3,838 | 18.77% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 23,387 | 1,030 | 0.01% | 0.01% | 159 | -133 | -0.57% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 23,151 | 1,019 | 0.03% | 0.04% | 160 | +185 | 0.81% | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 22,600 | 996 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 22,494 | 990 | 0.1% | 0.09% | 162 | +500 | 2.27% | Q4 2025 | Jan 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 21,569 | 950 | 0.02% | — | 163 | +21,569 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 20,696 | 911 | 0.0% | 0.0% | 164 | +1,013 | 5.15% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 20,425 | 899 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 20,413 | 899 | 0.21% | 0.25% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 20,220 | 890 | 0.01% | 0.01% | 167 | +2,825 | 16.24% | Q4 2025 | Feb 02, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 19,562 | 861 | 0.0% | 0.0% | 168 | +2,011 | 11.46% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 19,413 | 855 | 0.01% | 0.01% | 169 | +225 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Front Street Capital Management, Inc. | History | Added to | 19,335 | 852 | 0.12% | 0.14% | 170 | +213 | 1.11% | Q4 2025 | Feb 18, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 19,064 | 845 | 0.0% | 0.0% | 171 | +1,166 | 6.51% | Q4 2025 | Feb 18, 2026 |
| Allied Investment Advisors, LLC | History | Reduced | 18,527 | 816 | 0.13% | 0.15% | 172 | -574 | -3.01% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,463 | 813 | 0.0% | 0.0% | 173 | +7,104 | 62.54% | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | New | 18,295 | 805 | 0.46% | — | 174 | +18,295 | New | Q4 2025 | Feb 03, 2026 |
| Holocene Advisors, LP | History | Added to | 17,954 | 790 | 0.0% | 0.0% | 175 | +7,741 | 75.8% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 17,892 | 787 | 0.01% | 0.01% | 176 | +640 | 3.71% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,775 | 782 | 0.0% | 0.0% | 177 | +4,424 | 33.14% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 17,700 | 779 | 0.1% | 0.11% | 178 | -300 | -1.67% | Q4 2025 | Jan 07, 2026 |
| Helium Advisors LLC | History | Reduced | 17,458 | 769 | 0.78% | 0.89% | 179 | -4,539 | -20.63% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,260 | 760 | 0.0% | 0.0% | 180 | +740 | 4.48% | Q4 2025 | Feb 11, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 16,578 | 730 | 0.02% | 0.02% | 181 | -1,253 | -7.03% | Q4 2025 | Jan 05, 2026 |
| CX Institutional | History | Added to | 16,561 | 730 | 0.02% | 0.02% | 182 | +236 | 1.45% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,274 | 716 | 0.0% | 0.0% | 183 | +179 | 1.11% | Q4 2025 | Feb 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 16,206 | 713 | 0.0% | 0.04% | 184 | -638,918 | -97.53% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,066 | 707 | 0.0% | — | 185 | +16,066 | New | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,797 | 695 | 0.02% | 0.03% | 186 | -3,781 | -19.31% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 15,630 | 688 | 0.01% | 0.01% | 187 | -1,242 | -7.36% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 15,385 | 677 | 0.0% | 0.0% | 188 | -234 | -1.5% | Q4 2025 | Feb 24, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 15,089 | 664 | 0.02% | 0.03% | 189 | +764 | 5.33% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 14,789 | 651 | 0.0% | 0.0% | 190 | +799 | 5.71% | Q4 2025 | Feb 11, 2026 |
| Carroll Advisory Group, LLC | History | New | 14,775 | 650 | 0.28% | — | 191 | +14,775 | New | Q4 2025 | Feb 09, 2026 |
| Man Group plc | History | Reduced | 14,724 | 648 | 0.0% | 0.0% | 192 | -3,465 | -19.05% | Q4 2025 | Feb 17, 2026 |
| Mattern Wealth Management LLC | History | No change | 14,531 | 640 | 0.12% | 0.14% | 193 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DRW Securities, LLC | History | New | 14,481 | 637 | 0.02% | — | 194 | +14,481 | New | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 13,938 | 613 | 0.01% | 0.01% | 195 | +657 | 4.95% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,833 | 609 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST INTERSTATE BANK | History | No change | 13,201 | 581 | 0.03% | 0.04% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,027 | 573 | 0.0% | 0.0% | 198 | -1 | -0.01% | Q4 2025 | Jan 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 14,066 | 572 | 0.0% | 0.0% | 199 | -12,130 | -46.3% | Q4 2025 | Feb 11, 2026 |
| MGB Wealth Management, LLC | History | New | 12,952 | 570 | 0.16% | — | 200 | +12,952 | New | Q4 2025 | Feb 17, 2026 |
| Texas Bank & Trust Co | History | New | 12,700 | 559 | 0.2% | — | 201 | +12,700 | New | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,549 | 552 | 0.0% | 0.0% | 202 | +51 | 0.41% | Q4 2025 | Feb 10, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 12,254 | 539 | 0.06% | 0.06% | 203 | +1,144 | 10.3% | Q4 2025 | Jan 26, 2026 |
| AMG National Trust Bank | History | No change | 12,164 | 535 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sapience Investments, LLC | History | Reduced | 12,022 | 529 | 2.0% | 2.3% | 205 | -22 | -0.18% | Q4 2025 | Feb 17, 2026 |
| CULTIVAR CAPITAL, INC. | History | New | 11,247 | 495 | 0.32% | — | 206 | +11,247 | New | Q4 2025 | Jan 09, 2026 |
| STRS OHIO | History | Reduced | 11,000 | 484 | 0.0% | 0.0% | 208 | -1,900 | -14.73% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 10,993 | 484 | 0.01% | 0.01% | 207 | +490 | 4.67% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 10,581 | 466 | 0.04% | 0.04% | 209 | +1,221 | 13.04% | Q4 2025 | Feb 17, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 10,484 | 461 | 0.01% | — | 210 | +10,484 | New | Q4 2025 | Jan 28, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 10,345 | 455 | 0.0% | 0.0% | 211 | -245 | -2.31% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Added to | 10,309 | 454 | 0.01% | 0.01% | 212 | +2,883 | 38.82% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 10,215 | 449 | 0.0% | — | 214 | +10,215 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,211 | 449 | 0.0% | 0.0% | 213 | +383 | 3.9% | Q4 2025 | Feb 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 10,105 | 445 | 0.11% | 0.12% | 215 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,942 | 441 | 0.0% | 0.01% | 216 | -105,252 | -91.37% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,726 | 431 | 0.0% | 0.0% | 217 | +1,026 | 11.79% | Q4 2025 | Mar 09, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 9,693 | 426 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 9,663 | 425 | 0.08% | 0.1% | 219 | +60 | 0.62% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 9,633 | 424 | 0.0% | — | 220 | +9,633 | New | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 9,500 | 418 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 9,368 | 412 | 0.02% | 0.01% | 222 | +490 | 5.52% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,051 | 398 | 0.0% | 0.0% | 223 | -603 | -6.25% | Q4 2025 | Feb 06, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 9,038 | 398 | 0.02% | 0.02% | 224 | -14 | -0.15% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 8,884 | 391 | 0.01% | 0.0% | 225 | +2,128 | 31.5% | Q4 2025 | Feb 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,864 | 390 | 0.0% | 0.0% | 226 | -12,288 | -58.09% | Q4 2025 | Jan 28, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 8,858 | 390 | 0.18% | 0.22% | 227 | -1,135 | -11.36% | Q4 2025 | Feb 03, 2026 |
| Jump Financial, LLC | History | New | 8,830 | 388 | 0.0% | — | 228 | +8,830 | New | Q4 2025 | Feb 17, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 8,604 | 379 | 0.04% | 0.04% | 229 | +1,569 | 22.3% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,563 | 377 | 0.0% | 0.0% | 230 | +74 | 0.87% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 8,497 | 374 | 0.0% | — | 231 | +8,497 | New | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | New | 8,376 | 368 | 0.03% | — | 232 | +8,376 | New | Q4 2025 | Jan 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,994 | 352 | 0.0% | 0.0% | 233 | -93 | -1.15% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,407 | 349 | 0.0% | 0.0% | 234 | -1,376 | -15.67% | Q4 2025 | Jan 08, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 7,841 | 345 | 0.01% | 0.01% | 235 | +500 | 6.81% | Q4 2025 | Feb 06, 2026 |
| GABELLI FUNDS LLC | History | New | 7,795 | 343 | 0.0% | — | 236 | +7,795 | New | Q4 2025 | Feb 05, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 7,779 | 342 | 0.02% | 0.02% | 237 | -1,946 | -20.01% | Q4 2025 | Feb 02, 2026 |
| Financial Connections Group, Inc. | History | No change | 7,575 | 333 | 0.11% | 0.14% | 238 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,518 | 331 | 0.0% | 0.0% | 239 | +335 | 4.66% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 7,310 | 322 | 0.0% | 0.0% | 240 | -13,950 | -65.62% | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 7,238 | 318 | 0.0% | 0.0% | 241 | -260 | -3.47% | Q4 2025 | Feb 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,217 | 317 | 0.0% | 0.01% | 242 | -460,396 | -98.46% | Q4 2025 | Feb 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 7,148 | 314 | 0.02% | 0.02% | 243 | -500 | -6.54% | Q4 2025 | Jan 26, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,959 | 306 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | Added to | 6,917 | 304 | 0.0% | 0.01% | 245 | +386 | 5.91% | Q4 2025 | Feb 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 6,807 | 299 | 0.0% | 0.0% | 246 | -4,570 | -40.17% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,784 | 299 | 0.0% | 0.0% | 247 | -165 | -2.37% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,765 | 297 | 0.0% | 0.0% | 248 | +594 | 9.63% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,654 | 293 | 0.0% | 0.0% | 249 | -114 | -1.68% | Q4 2025 | Feb 03, 2026 |
| Hilltop National Bank | History | No change | 6,627 | 291 | 0.07% | 0.08% | 250 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,577 | 289 | 0.0% | 0.0% | 251 | -2,126 | -24.43% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 6,559 | 288 | 0.02% | 0.02% | 252 | +1,682 | 34.49% | Q4 2025 | Feb 09, 2026 |
| Abel Hall, LLC | History | New | 6,418 | 282 | 0.07% | — | 253 | +6,418 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,209 | 273 | 0.0% | 0.0% | 254 | +1,002 | 19.24% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,978 | 263 | 0.0% | — | 255 | +5,978 | New | Q4 2025 | Feb 04, 2026 |
| Callan Family Office, LLC | History | New | 5,867 | 258 | 0.01% | — | 256 | +5,867 | New | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 5,664 | 249 | 0.0% | — | 257 | +5,664 | New | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Reduced | 5,650 | 248 | 0.0% | 0.01% | 258 | -314 | -5.26% | Q4 2025 | Mar 12, 2026 |
| COMMERCE BANK | History | Added to | 5,532 | 243 | 0.0% | 0.0% | 259 | +148 | 2.75% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,534 | 243 | 0.01% | 0.01% | 260 | -143 | -2.52% | Q4 2025 | Feb 17, 2026 |
| McNaughton Wealth Management, LLC | History | New | 5,500 | 242 | 0.1% | — | 261 | +5,500 | New | Q4 2025 | Jan 12, 2026 |
| VeraBank, N.A. | History | New | 5,437 | 239 | 0.04% | — | 262 | +5,437 | New | Q4 2025 | Feb 11, 2026 |
| Perbak Capital Partners LLP | History | New | 5,385 | 237 | 0.07% | — | 263 | +5,385 | New | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 5,262 | 231 | 0.02% | — | 264 | +5,262 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 5,125 | 225 | 0.0% | 0.0% | 265 | +305 | 6.33% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,079 | 223 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,047 | 222 | 0.0% | 0.0% | 267 | +221 | 4.58% | Q4 2025 | Feb 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 5,039 | 221 | 0.01% | 0.01% | 268 | +829 | 19.69% | Q4 2025 | Feb 04, 2026 |
| Keener Financial Planning LLC | History | New | 4,945 | 217 | 0.09% | — | 270 | +4,945 | New | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,933 | 217 | 0.01% | 0.01% | 269 | +1,098 | 28.63% | Q4 2025 | Jan 20, 2026 |
| GREENLEAF TRUST | History | New | 4,861 | 214 | 0.0% | — | 271 | +4,861 | New | Q4 2025 | Jan 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,818 | 212 | 0.01% | 0.01% | 272 | -200 | -3.99% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,811 | 211 | 0.0% | 0.0% | 273 | -3,317 | -40.81% | Q4 2025 | Mar 16, 2026 |
| Three Seasons Wealth, LLC | History | No change | 4,760 | 209 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 4,692 | 206 | 0.0% | 0.0% | 275 | +23 | 0.49% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,605 | 202 | 0.0% | 0.0% | 276 | -1,500 | -24.57% | Q4 2025 | Jan 26, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 4,590 | 202 | 0.1% | 0.13% | 277 | -469 | -9.27% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,580 | 201 | 0.0% | — | 278 | +4,580 | New | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,540 | 200 | 0.0% | 0.01% | 279 | -4,942 | -52.12% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,967 | 174 | 0.0% | 0.0% | 280 | +177 | 4.67% | Q4 2025 | Jan 20, 2026 |
| MOTCO | History | No change | 3,950 | 173 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,706 | 163 | 0.0% | 0.0% | 282 | +306 | 9.0% | Q4 2025 | Jan 15, 2026 |
| KBC Group NV | History | No change | 3,661 | 161 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,306 | 146 | 0.01% | 0.01% | 284 | +327 | 10.98% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,144 | 138 | 0.0% | 0.0% | 285 | +1,526 | 94.31% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,862 | 126 | 0.0% | 0.0% | 286 | -89 | -3.02% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,840 | 125 | 0.0% | 0.0% | 287 | +1,231 | 76.51% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 2,514 | 110 | 0.01% | 0.01% | 288 | +56 | 2.28% | Q4 2025 | Jan 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,048 | 109 | 0.01% | — | 289 | +1,048 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,318 | 102 | 0.0% | 0.0% | 290 | -1,430 | -38.15% | Q4 2025 | Jan 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,164 | 95 | 0.0% | 0.0% | 291 | +774 | 55.68% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 2,102 | 92 | 0.0% | 0.0% | 292 | +795 | 60.83% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 2,010 | 88 | 0.0% | — | 293 | +2,010 | New | Q4 2025 | Jan 28, 2026 |
| DANSKE BANK A/S | History | No change | 1,900 | 83 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,473 | 78 | 0.03% | — | 295 | +1,473 | New | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | Added to | 1,763 | 77 | 0.01% | 0.01% | 296 | +324 | 22.52% | Q4 2025 | Feb 11, 2026 |
| Bollard Group LLC | History | Reduced | 1,573 | 69 | 0.0% | 0.0% | 297 | -2,122 | -57.43% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,584 | 69 | 0.02% | — | 298 | +1,584 | New | Q4 2025 | Mar 03, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 1,402 | 61 | 0.04% | 0.05% | 299 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,296 | 57 | 0.0% | 0.0% | 300 | +85 | 7.02% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,249 | 55 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,163 | 51 | 0.0% | 0.0% | 302 | +52 | 4.68% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,118 | 49 | 0.01% | — | 303 | +1,118 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,043 | 45 | 0.0% | 0.0% | 304 | +511 | 96.05% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 920 | 40 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 903 | 39 | 0.0% | 0.0% | 306 | +185 | 25.77% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 869 | 38 | 0.0% | 0.0% | 307 | -4 | -0.46% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 862 | 37 | 0.0% | — | 309 | +862 | New | Q4 2025 | Feb 17, 2026 |
| Gould Capital, LLC | History | No change | 855 | 37 | 0.02% | 0.03% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 821 | 36 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 764 | 33 | 0.0% | 0.0% | 311 | +223 | 41.22% | Q4 2025 | Feb 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 706 | 31 | 0.0% | — | 312 | +706 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 683 | 30 | 0.0% | — | 313 | +683 | New | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 668 | 29 | 0.0% | 0.0% | 314 | -228 | -25.45% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 607 | 26 | 0.0% | 0.0% | 315 | -150 | -19.82% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 481 | 21 | 0.0% | — | 317 | +481 | New | Q4 2025 | Feb 03, 2026 |
| eCIO, Inc. | History | New | 481 | 21 | 0.01% | — | 318 | +481 | New | Q4 2025 | Jan 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 492 | 21 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 431 | 18 | 0.0% | 0.0% | 319 | -415 | -49.05% | Q4 2025 | Jan 29, 2026 |
| Kemnay Advisory Services Inc. | History | New | 396 | 17 | 0.0% | — | 323 | +396 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 394 | 17 | 0.0% | 0.0% | 320 | +285 | 261.47% | Q4 2025 | Feb 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 388 | 17 | 0.0% | 0.0% | 321 | +105 | 37.1% | Q4 2025 | Jan 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 400 | 17 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 385 | 16 | 0.0% | 0.0% | 326 | -879 | -69.54% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 381 | 16 | 0.0% | 0.0% | 327 | -256 | -40.19% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 370 | 16 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 365 | 16 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TCTC Holdings, LLC | History | New | 363 | 15 | 0.0% | — | 329 | +363 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 355 | 15 | 0.0% | — | 331 | +355 | New | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | No change | 355 | 15 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 358 | 15 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 330 | 14 | 0.0% | 0.0% | 332 | +1 | 0.3% | Q4 2025 | Feb 11, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 280 | 12 | 0.0% | — | 333 | +280 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 293 | 12 | 0.0% | 0.0% | 334 | -22 | -6.98% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Added to | 238 | 11 | 0.01% | 0.01% | 335 | +26 | 12.26% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 228 | 10 | 0.01% | — | 337 | +228 | New | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 238 | 10 | 0.0% | 0.0% | 336 | +66 | 38.37% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Reduced | 226 | 9 | 0.0% | 0.0% | 338 | -6 | -2.59% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 185 | 8 | 0.0% | 0.0% | 339 | +50 | 37.04% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 185 | 8 | 0.0% | 0.0% | 341 | +20 | 12.12% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 194 | 8 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Reduced | 173 | 7 | 0.0% | 0.0% | 342 | -237 | -57.8% | Q4 2025 | Feb 13, 2026 |
| Richardson Capital Management LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Co / SC | History | Added to | 139 | 6 | 0.0% | 0.0% | 344 | +10 | 7.75% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 124 | 5 | 0.0% | — | 345 | +124 | New | Q4 2025 | Feb 09, 2026 |
| Boreal Capital Management LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | New | 107 | 4 | 0.0% | — | 350 | +107 | New | Q4 2025 | Feb 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 83 | 4 | 0.0% | — | 351 | +83 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 112 | 4 | 0.0% | 0.0% | 347 | -72 | -39.13% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 97 | 4 | 0.0% | 0.0% | 349 | +28 | 40.58% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 105 | 4 | 0.0% | 0.0% | 348 | +8 | 8.25% | Q4 2025 | Feb 03, 2026 |
| MidFirst Bank | History | New | 5,739 | 3 | 0.0% | — | 356 | +5,739 | New | Q4 2025 | Feb 25, 2026 |
| Quent Capital, LLC | History | Added to | 73 | 3 | 0.0% | — | 354 | +62 | 563.64% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 87 | 3 | 0.0% | 0.0% | 352 | +42 | 93.33% | Q4 2025 | Feb 06, 2026 |
| Wiser Advisor Group LLC | History | Added to | 72 | 3 | 0.0% | 0.0% | 355 | +1 | 1.41% | Q4 2025 | Feb 09, 2026 |
| Red Tortoise LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Elyxium Wealth, LLC | History | New | 60 | 2 | 0.0% | — | 360 | +60 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 50 | 2 | 0.0% | — | 358 | +50 | New | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sachetta, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 26 | 1 | 0.0% | — | 364 | +26 | New | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 361 | -6 | -13.33% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 23 | 1 | 0.0% | 0.0% | 363 | +1 | 4.55% | Q4 2025 | Jan 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -66,335 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -65,124 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,740 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.01% | — | -12,200 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,611 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,259 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,226 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,543 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,942 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,601 | -100.0% | Q3 2025 | Oct 24, 2025 |
| D L CARLSON INVESTMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,408 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Iron Gate Global Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,287 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,232 | -100.0% | Q3 2025 | Nov 05, 2025 |
| VISTA FINANCE, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,160 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,126 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -2,900 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,463 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,208 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -714 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -486 | -100.0% | Q3 2025 | Oct 08, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Ares Financial Consulting, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Added to | 14 | 0 | — | — | — | +13 | 1300.0% | Q4 2025 | Jan 08, 2026 |
| North Star Investment Management Corp. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Quarry LP | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -9 | -31.03% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 18 | 0 | — | — | — | +4 | 28.57% | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Added to | 12 | 0 | — | — | — | +2 | 20.0% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |