GOLUB CAPITAL BDC, Inc. - GBDC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STRS OHIO | History | Added to | 16,704,760 | 226,683 | 0.85% | 0.81% | 1 | +466,978 | 2.88% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,217,576 | 70,802 | 0.1% | 0.13% | 2 | -869,477 | -14.28% | Q4 2025 | Mar 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 4,656,349 | 63,186 | 0.05% | 0.06% | 3 | -187,467 | -3.87% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | New | 807 | 59,500 | 1.07% | — | 4 | +807 | New | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 26,584 | 55,967 | 0.66% | 1.0% | 5 | -7,620 | -22.28% | Q4 2025 | Jan 05, 2026 |
| Allen Investment Management, LLC | History | Reduced | 4,069,890 | 55,228 | 0.61% | 0.63% | 6 | -103,576 | -2.48% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,917,312 | 53,157 | 0.0% | 0.0% | 7 | +1,368,759 | 53.71% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,602,799 | 49,790 | 2.36% | 2.49% | 8 | +224,142 | 6.63% | Q4 2025 | Jan 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,515,546 | 47,705 | 0.0% | 0.0% | 9 | -314,242 | -8.21% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 3,360,932 | 45,607 | 2.42% | 2.38% | 10 | +332,443 | 10.98% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 3,048,675 | 41,370 | 0.0% | 0.0% | 11 | +717,904 | 30.8% | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 3,019,148 | 40,969 | 0.29% | 0.24% | 12 | +597,918 | 24.69% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,864,751 | 38,874 | 0.01% | 0.0% | 13 | +651,110 | 29.41% | Q4 2025 | Jan 29, 2026 |
| ARES MANAGEMENT LLC | History | Added to | 2,736,210 | 37,130 | 2.12% | 1.6% | 14 | +165,000 | 6.42% | Q4 2025 | Feb 13, 2026 |
| Generali Asset Management SPA SGR | History | No change | 2,630,739 | 35,699 | 0.73% | 0.77% | 15 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lalia Capital, LLC | History | New | 2,479,179 | 33,642 | 26.34% | — | 16 | +2,479,179 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,311,002 | 31,360 | 0.06% | 0.08% | 17 | -660,109 | -22.22% | Q4 2025 | Mar 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,298,330 | 31,188 | 0.03% | 0.04% | 18 | -230,937 | -9.13% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | Added to | 2,062,851 | 27,982 | 0.01% | 0.01% | 19 | +315,984 | 18.09% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 1,992,097 | 27,032 | 0.0% | 0.0% | 20 | +9,886 | 0.5% | Q4 2025 | Feb 12, 2026 |
| Muzinich & Co., Inc. | History | Added to | 1,959,272 | 26,587 | 8.36% | 8.6% | 21 | +333,636 | 20.52% | Q4 2025 | Jan 21, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 1,714,828 | 23,270 | 1.1% | 0.41% | 22 | +1,189,706 | 226.56% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,514,544 | 20,552 | 0.01% | 0.01% | 23 | +36,154 | 2.45% | Q4 2025 | Jan 23, 2026 |
| Arnhold LLC | History | Added to | 1,470,089 | 19,949 | 1.51% | 1.67% | 24 | +7,500 | 0.51% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 1,363,944 | 18,508 | 0.11% | 0.11% | 25 | +67,687 | 5.22% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 1,078,691 | 14,657 | 0.02% | 0.02% | 26 | -60,349 | -5.3% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,056,492 | 14,336 | 0.0% | 0.0% | 27 | +127,365 | 13.71% | Q4 2025 | Feb 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,029,000 | 13,964 | 0.03% | 0.03% | 28 | -12,400 | -1.19% | Q4 2025 | Feb 06, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 1,007,242 | 13,668 | 0.47% | 0.45% | 29 | +77,276 | 8.31% | Q4 2025 | Feb 04, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 889,184 | 12,066 | 0.61% | 0.61% | 30 | +34,904 | 4.09% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Reduced | 847,337 | 11,498 | 0.02% | 0.02% | 31 | -81,894 | -8.81% | Q4 2025 | Feb 11, 2026 |
| Border to Coast Pensions Partnership Ltd | History | No change | 800,000 | 10,876 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 778,304 | 10,561 | 0.0% | 0.0% | 33 | -11,664 | -1.48% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 661,868 | 8,981 | 0.02% | 0.02% | 34 | -139,271 | -17.38% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 654,906 | 8,887 | 0.03% | — | 35 | +654,906 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 604,170 | 8,198 | 0.0% | 0.0% | 36 | -585,859 | -49.23% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 560,065 | 7,642 | 0.02% | 0.02% | 37 | -5,968 | -1.05% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 545,278 | 7,399 | 0.0% | 0.0% | 38 | +116,330 | 27.12% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 516,804 | 7,013 | 0.01% | 0.0% | 39 | +392,702 | 316.43% | Q4 2025 | Feb 12, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 498,182 | 6,760 | 0.5% | — | 40 | +498,182 | New | Q4 2025 | Feb 18, 2026 |
| Prairiewood Capital, LLC | History | Added to | 456,728 | 6,197 | 1.92% | 1.73% | 41 | +75,179 | 19.7% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 451,512 | 6,127 | 0.01% | 0.01% | 42 | -82,289 | -15.42% | Q4 2025 | Feb 13, 2026 |
| Callodine Capital Management, LP | History | Reduced | 450,000 | 6,106 | 0.49% | 0.63% | 43 | -71,238 | -13.67% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 448,000 | 6,079 | 0.01% | 0.0% | 44 | +409,152 | 1053.21% | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 417,665 | 5,667 | 3.35% | — | 45 | +417,665 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 414,892 | 5,630 | 0.0% | 0.0% | 46 | -163,153 | -28.22% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 411,251 | 5,580 | 0.16% | 0.07% | 47 | +41,692 | 11.28% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 408,004 | 5,536 | 0.01% | 0.0% | 48 | +373,395 | 1078.9% | Q4 2025 | Feb 13, 2026 |
| Granite FO LLC | History | Reduced | 400,505 | 5,434 | 2.9% | 3.75% | 49 | -104,030 | -20.62% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 373,818 | 5,072 | 0.41% | 0.41% | 50 | +9,349 | 2.57% | Q4 2025 | Feb 06, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 373,240 | 5,065 | 1.26% | 1.4% | 51 | -32,475 | -8.0% | Q4 2025 | Jan 22, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 372,620 | 5,056 | 0.56% | 0.67% | 52 | -60,635 | -14.0% | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 372,321 | 5,052 | 0.0% | 0.0% | 53 | -17,551 | -4.5% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 371,814 | 5,045 | 0.17% | 0.21% | 54 | -60,700 | -14.03% | Q4 2025 | Jan 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 370,769 | 5,031 | 0.06% | 0.06% | 55 | +12,602 | 3.52% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | New | 360,576 | 4,893 | 0.01% | — | 56 | +360,576 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 355,138 | 4,819 | 0.08% | 0.08% | 57 | +24,450 | 7.39% | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | Added to | 353,494 | 4,796 | 1.73% | 1.61% | 58 | +4,115 | 1.18% | Q4 2025 | Feb 03, 2026 |
| BROWN ADVISORY INC | History | Reduced | 347,590 | 4,716 | 0.01% | 0.01% | 59 | -220,390 | -38.8% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 345,905 | 4,693 | 0.07% | 0.07% | 60 | -21,841 | -5.94% | Q4 2025 | Jan 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 345,633 | 4,689 | 0.01% | 0.01% | 61 | +14,547 | 4.39% | Q4 2025 | Feb 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 335,161 | 4,548 | 2.06% | 2.42% | 62 | -42,228 | -11.19% | Q4 2025 | Feb 10, 2026 |
| North Ground Capital | History | Added to | 326,106 | 4,425 | 2.2% | 0.42% | 63 | +276,106 | 552.21% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 323,855 | 4,394 | 0.0% | 0.0% | 64 | +62,512 | 23.92% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 322,032 | 4,365 | 0.02% | 0.03% | 65 | +25,148 | 8.47% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 319,407 | 4,334 | 0.11% | — | 66 | +319,407 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 301,112 | 4,086 | 0.01% | 0.01% | 67 | +47,752 | 18.85% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 300,580 | 4,078 | 0.02% | 0.03% | 68 | +7,053 | 2.4% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 287,334 | 3,899 | 0.0% | — | 69 | +287,334 | New | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 271,290 | 3,681 | 0.1% | — | 70 | +271,290 | New | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 267,002 | 3,623 | 0.0% | — | 71 | +267,002 | New | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 264,231 | 3,585 | 0.04% | 0.05% | 72 | -83,840 | -24.09% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 264,177 | 3,584 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 263,995 | 3,582 | 0.29% | 0.32% | 74 | -21,580 | -7.56% | Q4 2025 | Feb 26, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 259,828 | 3,525 | 0.0% | 0.0% | 75 | +6,908 | 2.73% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 249,360 | 3,383 | 0.01% | 0.0% | 76 | +70,011 | 39.04% | Q4 2025 | Feb 18, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 247,700 | 3,361 | 1.27% | 1.23% | 77 | +13,000 | 5.54% | Q4 2025 | Jan 23, 2026 |
| Next Capital Management LLC | History | No change | 244,213 | 3,313 | 1.06% | 1.12% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 243,454 | 3,303 | 1.07% | 1.13% | 79 | +3,928 | 1.64% | Q4 2025 | Jan 27, 2026 |
| Truvestments Capital LLC | History | Reduced | 236,746 | 3,212 | 0.58% | 0.61% | 80 | -7,978 | -3.26% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 220,186 | 2,987 | 0.08% | 0.08% | 81 | +12,667 | 6.1% | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 218,463 | 2,964 | 0.39% | 0.44% | 82 | -59,818 | -21.5% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 217,714 | 2,954 | 0.05% | 0.06% | 83 | -23,418 | -9.71% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 215,135 | 2,919 | 0.36% | 0.41% | 84 | -5,615 | -2.54% | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | Added to | 208,861 | 2,834 | 0.23% | 0.24% | 85 | +5,662 | 2.79% | Q4 2025 | Feb 04, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 199,627 | 2,708 | 1.64% | 1.6% | 86 | -2,958 | -1.46% | Q4 2025 | Jan 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 194,234 | 2,635 | 0.01% | 0.01% | 87 | +25,386 | 15.03% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 175,000 | 2,374 | 0.17% | 0.19% | 88 | -1,786 | -1.01% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 167,673 | 2,275 | 0.0% | 0.0% | 89 | +17,762 | 11.85% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | No change | 160,434 | 2,177 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 159,985 | 2,170 | 0.0% | 0.0% | 91 | +6,874 | 4.49% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Added to | 152,678 | 2,071 | 0.07% | 0.01% | 92 | +137,725 | 921.05% | Q4 2025 | Feb 10, 2026 |
| Waterloo Capital, L.P. | History | Added to | 151,031 | 2,049 | 0.15% | 0.15% | 93 | +4,240 | 2.89% | Q4 2025 | Feb 10, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 147,673 | 2,003 | 0.04% | — | 94 | +147,673 | New | Q4 2025 | Feb 13, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 146,834 | 1,992 | 0.26% | 0.27% | 95 | -7,143 | -4.64% | Q4 2025 | Jan 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 146,619 | 1,989 | 0.06% | 0.07% | 96 | -9,457 | -6.06% | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 138,477 | 1,879 | 0.0% | — | 97 | +138,477 | New | Q4 2025 | Feb 17, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Added to | 128,100 | 1,738 | 1.0% | 0.99% | 98 | +8,600 | 7.2% | Q4 2025 | Jan 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 127,055 | 1,724 | 0.18% | 0.18% | 99 | +3,895 | 3.16% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 124,270 | 1,686 | 0.0% | 0.0% | 100 | -182,135 | -59.44% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 123,645 | 1,677 | 0.01% | 0.02% | 101 | -125,754 | -50.42% | Q4 2025 | Jan 28, 2026 |
| General Partner, Inc. | History | No change | 123,041 | 1,669 | 0.95% | 0.93% | 102 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 120,507 | 1,635 | 0.0% | 0.0% | 103 | -140,910 | -53.9% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 118,986 | 1,614 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 117,221 | 1,590 | 0.34% | 0.32% | 105 | +10,963 | 10.32% | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 115,330 | 1,565 | 0.0% | 0.0% | 106 | -14,115 | -10.9% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 114,456 | 1,553 | 0.09% | 0.12% | 107 | -14,528 | -11.26% | Q4 2025 | Feb 09, 2026 |
| Marex Group plc | History | New | 112,529 | 1,527 | 0.01% | — | 108 | +112,529 | New | Q4 2025 | Feb 12, 2026 |
| Osbon Capital Management LLC | History | New | 111,666 | 1,515 | 1.42% | — | 109 | +111,666 | New | Q4 2025 | Mar 16, 2026 |
| Cetera Investment Advisers | History | Added to | 106,374 | 1,443 | 0.0% | 0.0% | 110 | +1,361 | 1.3% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 105,940 | 1,437 | 0.0% | 0.0% | 111 | -8,601 | -7.51% | Q4 2025 | Feb 19, 2026 |
| EP Wealth Advisors, LLC | History | New | 104,090 | 1,412 | 0.01% | — | 112 | +104,090 | New | Q4 2025 | Feb 18, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | New | 102,490 | 1,390 | 0.01% | — | 113 | +102,490 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 101,295 | 1,374 | 0.0% | 0.0% | 114 | -2,383 | -2.3% | Q4 2025 | Feb 13, 2026 |
| Abundance Wealth Counselors | History | Added to | 98,811 | 1,340 | 0.23% | 0.19% | 115 | +18,068 | 22.38% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 98,566 | 1,338 | 0.0% | — | 116 | +98,566 | New | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 98,529 | 1,337 | 0.03% | 0.01% | 117 | +51,640 | 110.13% | Q4 2025 | Jan 13, 2026 |
| Family Manage LLC | History | Added to | 97,878 | 1,328 | 0.17% | 0.13% | 118 | +27,972 | 40.01% | Q4 2025 | Feb 17, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 51,760 | 1,301 | 0.58% | 0.64% | 119 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 92,889 | 1,260 | 0.0% | 0.0% | 120 | -19,739 | -17.53% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 89,332 | 1,212 | 0.0% | 0.01% | 121 | -309,101 | -77.58% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 89,202 | 1,210 | 0.01% | — | 122 | +89,202 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 88,644 | 1,203 | 0.0% | 0.0% | 123 | -41,521 | -31.9% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 85,801 | 1,164 | 0.02% | 0.01% | 124 | +46,155 | 116.42% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 83,653 | 1,135 | 0.18% | 0.18% | 125 | +4,525 | 5.72% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 82,310 | 1,116 | 0.0% | 0.0% | 126 | +22,068 | 36.63% | Q4 2025 | Mar 25, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 81,818 | 1,110 | 0.02% | — | 127 | +81,818 | New | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Reduced | 81,410 | 1,104 | 0.0% | 0.0% | 128 | -4,375 | -5.1% | Q4 2025 | Feb 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 80,000 | 1,085 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 78,795 | 1,069 | 0.69% | 0.94% | 130 | -25,267 | -24.28% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 77,297 | 1,049 | 0.09% | 0.18% | 131 | -80,679 | -51.07% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | No change | 75,472 | 1,024 | 0.02% | 0.03% | 132 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| J.M. Arbour, LLC | History | New | 73,217 | 993 | 0.99% | — | 133 | +73,217 | New | Q4 2025 | Jan 26, 2026 |
| Magnetar Financial LLC | History | New | 71,626 | 971 | 0.01% | — | 134 | +71,626 | New | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 71,004 | 963 | 0.01% | 0.01% | 135 | +17 | 0.02% | Q4 2025 | Jan 27, 2026 |
| Global Endowment Management, LP | History | Added to | 70,000 | 950 | 0.12% | 0.1% | 136 | +10,000 | 16.67% | Q4 2025 | Feb 13, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 69,816 | 947 | 0.34% | — | 137 | +69,816 | New | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 67,976 | 922 | 0.01% | 0.02% | 138 | -7,203 | -9.58% | Q4 2025 | Jan 20, 2026 |
| AMG National Trust Bank | History | No change | 67,139 | 911 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 66,415 | 909 | 0.12% | 0.13% | 140 | -1,000 | -1.48% | Q4 2025 | Jan 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 64,135 | 870 | 0.21% | 0.03% | 141 | +53,960 | 530.32% | Q4 2025 | Jan 20, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 63,756 | 865 | 0.07% | 0.07% | 142 | -4,275 | -6.28% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 63,289 | 858 | 0.0% | — | 143 | +63,289 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 63,053 | 855 | 0.0% | 0.0% | 144 | +13,353 | 26.87% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 61,624 | 836 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TrueMark Investments, LLC | History | New | 61,075 | 828 | 0.16% | — | 146 | +61,075 | New | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 60,009 | 814 | 0.0% | 0.0% | 147 | +19,067 | 46.57% | Q4 2025 | Feb 12, 2026 |
| Greenland Capital Management LP | History | Reduced | 60,000 | 814 | 0.09% | 0.1% | 148 | -15,000 | -20.0% | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | New | 59,496 | 807 | 0.14% | — | 149 | +59,496 | New | Q4 2025 | Feb 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 56,976 | 773 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 56,609 | 768 | 0.87% | 0.67% | 151 | +818 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 54,553 | 740 | 0.01% | 0.02% | 152 | -43,436 | -44.33% | Q4 2025 | Feb 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 54,554 | 740 | 0.27% | 0.27% | 153 | +1,688 | 3.19% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 53,379 | 725 | 0.0% | 0.0% | 154 | -20,117 | -27.37% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 51,249 | 695 | 0.0% | 0.0% | 155 | +25,877 | 101.99% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 50,486 | 685 | 0.02% | 0.01% | 156 | +29,064 | 135.67% | Q4 2025 | Feb 09, 2026 |
| Shade Tree Advisors LLC | History | Added to | 48,369 | 656 | 0.5% | 0.4% | 157 | +14,804 | 44.11% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | No change | 47,769 | 648 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 47,332 | 642 | 0.03% | 0.06% | 159 | -51,982 | -52.34% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 47,300 | 641 | 0.0% | 0.01% | 160 | -23,700 | -33.38% | Q4 2025 | Jan 29, 2026 |
| IFC Advisors LLC | History | Added to | 46,512 | 631 | 0.09% | 0.09% | 161 | +11,815 | 34.05% | Q4 2025 | Feb 12, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 45,915 | 623 | 0.17% | 0.23% | 162 | -11,678 | -20.28% | Q4 2025 | Feb 17, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 45,348 | 615 | 0.04% | 0.05% | 163 | -358 | -0.78% | Q4 2025 | Jan 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 45,385 | 615 | 0.02% | 0.02% | 164 | +300 | 0.67% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 44,074 | 605 | 0.0% | 0.0% | 165 | +33,493 | 316.54% | Q4 2025 | Jan 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 43,826 | 594 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 43,600 | 591 | 0.0% | 0.0% | 167 | +3,600 | 9.0% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 42,707 | 584 | 0.01% | 0.02% | 168 | -9,383 | -18.01% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 42,954 | 580 | 0.0% | 0.0% | 169 | +187 | 0.44% | Q4 2025 | Feb 18, 2026 |
| ProShare Advisors LLC | History | Reduced | 42,543 | 577 | 0.0% | 0.0% | 170 | -739 | -1.71% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 42,229 | 573 | 0.0% | 0.0% | 171 | +2,954 | 7.52% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 42,083 | 571 | 0.05% | 0.06% | 172 | -11,514 | -21.48% | Q4 2025 | Jan 12, 2026 |
| Haven Private, LLC | History | New | 41,742 | 566 | 0.25% | — | 173 | +41,742 | New | Q4 2025 | Feb 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 41,705 | 565 | 0.03% | 0.04% | 174 | -618 | -1.46% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Added to | 41,352 | 561 | 0.0% | 0.0% | 175 | +27 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 41,050 | 557 | 0.28% | 0.19% | 176 | +14,239 | 53.11% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 39,881 | 541 | 0.02% | 0.02% | 177 | -3,000 | -7.0% | Q4 2025 | Feb 12, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 37,540 | 509 | 0.04% | 0.04% | 178 | -2,465 | -6.16% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,435 | 508 | 0.0% | 0.0% | 179 | -6,937 | -15.63% | Q4 2025 | Feb 05, 2026 |
| New Vernon Capital Holdings II LLC | History | New | 36,644 | 497 | 0.24% | — | 180 | +36,644 | New | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 36,258 | 492 | 0.02% | 0.02% | 181 | -872 | -2.35% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | New | 35,915 | 487 | 0.01% | — | 182 | +35,915 | New | Q4 2025 | Feb 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 35,860 | 486 | 0.03% | 0.04% | 183 | -17,000 | -32.16% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,805 | 485 | 0.0% | 0.0% | 184 | -1,323 | -3.56% | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 35,413 | 480 | 0.07% | 0.07% | 185 | -2,400 | -6.35% | Q4 2025 | Feb 10, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 35,145 | 476 | 0.5% | 0.51% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Equity Partners | History | Added to | 34,804 | 472 | 0.08% | 0.08% | 187 | +240 | 0.69% | Q4 2025 | Jan 29, 2026 |
| Investment Research Partners LLC | History | Reduced | 34,603 | 469 | 0.2% | 0.22% | 188 | -345 | -0.99% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 34,355 | 466 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RDA Financial Network | History | Reduced | 32,834 | 445 | 0.11% | 0.11% | 190 | -470 | -1.41% | Q4 2025 | Jan 06, 2026 |
| Bison Wealth, LLC | History | New | 35,799 | 442 | 0.05% | — | 191 | +35,799 | New | Q4 2025 | Mar 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 32,366 | 439 | 0.03% | 0.04% | 192 | -4,040 | -11.1% | Q4 2025 | Jan 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,680 | 429 | 0.0% | 0.0% | 193 | -16,875 | -34.75% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 31,131 | 422 | 0.0% | 0.0% | 194 | -1,201 | -3.71% | Q4 2025 | Feb 13, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Added to | 30,677 | 416 | 0.41% | 0.38% | 195 | +520 | 1.72% | Q4 2025 | Jan 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 30,323 | 412 | 0.0% | 0.0% | 196 | -17,034 | -35.97% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,049 | 407 | 0.0% | 0.0% | 197 | +8,565 | 39.87% | Q4 2025 | Feb 17, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | New | 29,900 | 406 | 0.34% | — | 198 | +29,900 | New | Q4 2025 | Feb 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 29,981 | 406 | 0.01% | 0.01% | 199 | -307 | -1.01% | Q4 2025 | Feb 02, 2026 |
| Empowered Funds, LLC | History | Reduced | 29,209 | 396 | 0.01% | 0.01% | 200 | -8,480 | -22.5% | Q4 2025 | Feb 18, 2026 |
| MQS Management LLC | History | New | 28,519 | 387 | 0.23% | — | 201 | +28,519 | New | Q4 2025 | Feb 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 28,419 | 385 | 0.09% | — | 202 | +28,419 | New | Q4 2025 | Jan 20, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 28,371 | 384 | 0.08% | 0.08% | 203 | -77 | -0.27% | Q4 2025 | Feb 02, 2026 |
| NewEdge Wealth, LLC | History | New | 28,127 | 381 | 0.0% | — | 205 | +28,127 | New | Q4 2025 | Feb 03, 2026 |
| New World Advisors LLC | History | Reduced | 28,123 | 381 | 0.07% | 0.07% | 204 | -1,640 | -5.51% | Q4 2025 | Feb 06, 2026 |
| Monument Capital Management | History | No change | 28,004 | 380 | 0.09% | 0.1% | 206 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Klingman & Associates, LLC | History | No change | 27,788 | 377 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 27,088 | 367 | 0.08% | 0.08% | 208 | +3,474 | 14.71% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 26,507 | 359 | 0.0% | 0.0% | 209 | -1,064 | -3.86% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 26,285 | 356 | 0.0% | 0.0% | 210 | +1,104 | 4.38% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | No change | 25,953 | 352 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Northstar Group, Inc. | History | Added to | 25,788 | 349 | 0.05% | 0.05% | 212 | +1,500 | 6.18% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 25,123 | 340 | 0.02% | 0.03% | 213 | -7,093 | -22.02% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 24,885 | 337 | 0.01% | 0.01% | 214 | -4,052 | -14.0% | Q4 2025 | Jan 27, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 24,620 | 334 | 0.11% | 0.13% | 215 | -3,873 | -13.59% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 24,371 | 330 | 0.0% | 0.0% | 216 | -26 | -0.11% | Q4 2025 | Jan 30, 2026 |
| Penbrook Management LLC | History | Reduced | 23,680 | 321 | 0.22% | 0.24% | 217 | -1,275 | -5.11% | Q4 2025 | Jan 06, 2026 |
| Belpointe Asset Management LLC | History | New | 23,416 | 317 | 0.01% | — | 218 | +23,416 | New | Q4 2025 | Jan 27, 2026 |
| Blueshift Asset Management, LLC | History | New | 22,887 | 310 | 0.09% | — | 219 | +22,887 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 22,830 | 309 | 0.01% | 0.01% | 220 | -29,333 | -56.23% | Q4 2025 | Feb 17, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 22,600 | 306 | 0.17% | 0.18% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Port Capital LLC | History | No change | 22,000 | 298 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | New | 21,512 | 291 | 0.05% | — | 223 | +21,512 | New | Q4 2025 | Jan 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 21,408 | 290 | 0.01% | 0.01% | 224 | +208 | 0.98% | Q4 2025 | Jan 30, 2026 |
| INVESTED ADVISORS | History | Added to | 21,304 | 289 | 0.3% | 0.4% | 225 | +3,032 | 16.59% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,103 | 272 | 0.0% | 0.0% | 226 | +500 | 2.55% | Q4 2025 | Feb 02, 2026 |
| Plancorp, LLC | History | No change | 20,076 | 272 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Almitas Capital LLC | History | New | 20,000 | 271 | 0.06% | — | 228 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 19,374 | 262 | 0.0% | — | 229 | +19,374 | New | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 19,180 | 260 | 0.0% | — | 230 | +19,180 | New | Q4 2025 | Feb 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 19,145 | 259 | 0.06% | — | 231 | +19,145 | New | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 18,787 | 254 | 0.0% | 0.0% | 232 | -500 | -2.59% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,589 | 252 | 0.0% | 0.0% | 233 | -31,001 | -62.51% | Q4 2025 | Feb 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 18,447 | 250 | 0.01% | 0.01% | 234 | -6 | -0.03% | Q4 2025 | Jan 09, 2026 |
| NOMURA HOLDINGS INC | History | New | 18,187 | 246 | 0.0% | — | 235 | +18,187 | New | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | New | 18,160 | 246 | 0.11% | — | 237 | +18,160 | New | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | Reduced | 18,193 | 246 | 0.0% | 0.01% | 236 | -7,166 | -28.26% | Q4 2025 | Feb 13, 2026 |
| Keel Point, LLC | History | Reduced | 17,692 | 240 | 0.01% | 0.02% | 238 | -572 | -3.13% | Q4 2025 | Feb 12, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 17,068 | 231 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 16,694 | 226 | 0.0% | 0.0% | 240 | -2,681 | -13.84% | Q4 2025 | Feb 10, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 16,598 | 225 | 0.07% | 0.1% | 241 | -5,343 | -24.35% | Q4 2025 | Jan 22, 2026 |
| MATAURO, LLC | History | No change | 16,611 | 225 | 0.03% | 0.04% | 242 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Miller Global Investments, LLC | History | New | 16,566 | 224 | 0.2% | — | 243 | +16,566 | New | Q4 2025 | Jan 05, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 16,481 | 223 | 0.01% | 0.01% | 244 | +1,841 | 12.58% | Q4 2025 | Jan 16, 2026 |
| Catalina Capital Group, LLC | History | New | 16,105 | 218 | 0.13% | — | 245 | +16,105 | New | Q4 2025 | Jan 16, 2026 |
| GatePass Capital, LLC | History | Reduced | 15,920 | 216 | 0.11% | 0.14% | 248 | -2,080 | -11.56% | Q4 2025 | Feb 09, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 15,987 | 216 | 0.15% | 0.16% | 247 | -1,192 | -6.94% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 15,950 | 216 | 0.01% | 0.01% | 246 | -600 | -3.63% | Q4 2025 | Jan 20, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 15,790 | 214 | 0.01% | 0.01% | 249 | +4,780 | 43.42% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 15,829 | 214 | 0.0% | 0.0% | 250 | -1,092 | -6.45% | Q4 2025 | Feb 17, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 15,755 | 213 | 0.05% | 0.05% | 251 | +1,113 | 7.6% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 15,329 | 208 | 0.0% | — | 252 | +15,329 | New | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | No change | 15,311 | 207 | 0.01% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Core Wealth Partners LLC | History | No change | 15,060 | 204 | 0.09% | 0.09% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 14,894 | 202 | 0.0% | 0.0% | 255 | -693,538 | -97.9% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 14,706 | 199 | 0.0% | 0.0% | 256 | -6,867 | -31.83% | Q4 2025 | Feb 12, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 14,618 | 198 | 0.0% | 0.0% | 257 | +405 | 2.85% | Q4 2025 | Jan 16, 2026 |
| Quadrature Capital Ltd | History | New | 14,239 | 193 | 0.0% | — | 258 | +14,239 | New | Q4 2025 | Feb 17, 2026 |
| Mattern Wealth Management LLC | History | No change | 14,000 | 189 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | Reduced | 13,573 | 184 | 0.0% | 0.0% | 260 | -8,009 | -37.11% | Q4 2025 | Feb 18, 2026 |
| SEVEN MILE ADVISORY | History | New | 13,373 | 181 | 0.03% | — | 261 | +13,373 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Reduced | 13,295 | 180 | 0.04% | 0.21% | 262 | -44,739 | -77.09% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | New | 13,250 | 179 | 0.0% | — | 263 | +13,250 | New | Q4 2025 | Feb 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 13,145 | 178 | 0.07% | 0.13% | 264 | -8,340 | -38.82% | Q4 2025 | Jan 27, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 13,125 | 178 | 0.12% | 0.12% | 265 | +625 | 5.0% | Q4 2025 | Jan 22, 2026 |
| CFO4Life Group, LLC | History | Added to | 13,066 | 177 | 0.03% | 0.03% | 266 | +314 | 2.46% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 12,826 | 174 | 0.0% | 0.0% | 267 | +555 | 4.52% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 12,690 | 172 | 0.01% | 0.01% | 268 | +450 | 3.68% | Q4 2025 | Feb 05, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 12,668 | 171 | 0.0% | 0.0% | 269 | -832 | -6.16% | Q4 2025 | Feb 17, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 12,512 | 169 | 0.2% | — | 270 | +12,512 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,390 | 168 | 0.0% | 0.0% | 271 | -604 | -4.65% | Q4 2025 | Feb 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 12,428 | 168 | 0.07% | 0.07% | 272 | +569 | 4.8% | Q4 2025 | Jan 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 12,415 | 168 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,017 | 163 | 0.0% | 0.0% | 274 | +1,628 | 15.67% | Q4 2025 | Feb 11, 2026 |
| Focused Wealth Management, Inc | History | Added to | 11,945 | 162 | 0.02% | 0.02% | 275 | +325 | 2.8% | Q4 2025 | Jan 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 11,875 | 161 | 0.02% | 0.02% | 276 | -250 | -2.06% | Q4 2025 | Jan 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 11,717 | 159 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arta Finance Wealth Management LLC | History | New | 11,520 | 156 | 0.08% | — | 278 | +11,520 | New | Q4 2025 | Jan 20, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 11,399 | 154 | 0.04% | 0.05% | 279 | +321 | 2.9% | Q4 2025 | Feb 10, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 11,050 | 149 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 29,418 | 147 | 0.01% | 0.01% | 281 | +18,300 | 164.6% | Q4 2025 | Feb 03, 2026 |
| EMC Capital Management | History | Reduced | 10,820 | 147 | 0.07% | 0.08% | 282 | -1,909 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Brucke Financial, Inc. | History | New | 10,798 | 146 | 0.08% | — | 284 | +10,798 | New | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | New | 10,796 | 146 | 0.01% | — | 283 | +10,796 | New | Q4 2025 | Jan 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 10,731 | 145 | 0.0% | — | 285 | +10,731 | New | Q4 2025 | Jan 23, 2026 |
| CAP Partners, LLC | History | Added to | 10,684 | 144 | 0.08% | 0.08% | 286 | +315 | 3.04% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,466 | 142 | 0.01% | 0.01% | 287 | +9 | 0.09% | Q4 2025 | Jan 28, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 10,415 | 141 | 0.01% | 0.29% | 288 | -156,325 | -93.75% | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 10,414 | 141 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | Reduced | 10,373 | 140 | 0.0% | 0.0% | 291 | -285 | -2.67% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,357 | 140 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 10,387 | 140 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 10,300 | 139 | 0.01% | — | 293 | +10,300 | New | Q4 2025 | Jan 30, 2026 |
| Permanent Capital Management, LP | History | New | 10,300 | 139 | 0.03% | — | 294 | +10,300 | New | Q4 2025 | Jan 07, 2026 |
| TT Capital Management LLC | History | New | 10,003 | 135 | 0.11% | — | 297 | +10,003 | New | Q4 2025 | Feb 11, 2026 |
| Sepio Capital, LP | History | New | 10,000 | 135 | 0.01% | — | 295 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 10,000 | 135 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 9,837 | 133 | 0.13% | — | 298 | +9,837 | New | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,525 | 129 | 0.0% | 0.0% | 299 | -855 | -8.24% | Q4 2025 | Jan 30, 2026 |
| BARCLAYS PLC | History | New | 8,852 | 120 | 0.0% | — | 300 | +8,852 | New | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 8,830 | 119 | 0.02% | 0.07% | 302 | -31,100 | -77.89% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | No change | 8,826 | 119 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 7,999 | 109 | 0.0% | — | 303 | +7,999 | New | Q4 2025 | Jan 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6,936 | 94 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 6,824 | 92 | 0.0% | — | 305 | +6,824 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,933 | 80 | 0.0% | 0.0% | 306 | +1,941 | 48.62% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,653 | 76 | 0.0% | 0.0% | 307 | -2,370 | -29.54% | Q4 2025 | Jan 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 5,289 | 71 | 0.0% | 0.0% | 308 | -14,255 | -72.94% | Q4 2025 | Feb 10, 2026 |
| TORONTO DOMINION BANK | History | No change | 5,128 | 70 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,944 | 67 | 0.0% | 0.0% | 310 | -777 | -13.58% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 3,861 | 52 | 0.0% | 0.0% | 311 | +439 | 12.83% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,652 | 49 | 0.0% | 0.0% | 312 | -16 | -0.44% | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | No change | 3,238 | 43 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 2,829 | 38 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,737 | 37 | 0.01% | 0.01% | 316 | +70 | 2.62% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | No change | 2,800 | 37 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 2,494 | 34 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 2,414 | 32 | 0.0% | 0.0% | 318 | -3,416 | -58.59% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,245 | 30 | 0.0% | 0.0% | 319 | -73 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,599 | 21 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Silicon Valley Capital Partners | History | No change | 1,202 | 16 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,071 | 14 | 0.0% | — | 322 | +1,071 | New | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 894 | 12 | 0.0% | 0.0% | 324 | +228 | 34.23% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | New | 863 | 11 | 0.0% | — | 326 | +863 | New | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Added to | 868 | 11 | 0.0% | 0.0% | 325 | +25 | 2.97% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 800 | 10 | 0.0% | — | 327 | +800 | New | Q4 2025 | Jan 07, 2026 |
| Crewe Advisors LLC | History | Added to | 747 | 10 | 0.0% | 0.0% | 328 | +232 | 45.05% | Q4 2025 | Jan 16, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 705 | 9 | 0.0% | 0.0% | 329 | +506 | 254.27% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 611 | 8 | 0.0% | 0.01% | 331 | -1,583 | -72.15% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 641 | 8 | 0.0% | — | 330 | +641 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 614 | 8 | 0.0% | — | 332 | +614 | New | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 460 | 6 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 473 | 6 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GoalVest Advisory LLC | History | No change | 392 | 5 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 340 | 4 | 0.0% | 0.0% | 339 | +9 | 2.72% | Q4 2025 | Jan 27, 2026 |
| SouthState Bank Corp | History | No change | 340 | 4 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 310 | 4 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aventura Private Wealth, LLC | History | No change | 355 | 4 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 211 | 2 | 0.0% | — | 344 | +211 | New | Q4 2025 | Feb 19, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 193 | 2 | 0.0% | — | 343 | +193 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 197 | 2 | 0.0% | 0.0% | 341 | -172 | -46.61% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 207 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Costello Asset Management, INC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 345 | -100 | -50.0% | Q4 2025 | Feb 03, 2026 |
| WealthCollab, LLC | History | New | 83 | 1 | 0.0% | — | 346 | +83 | New | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -331,177 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.42% | — | -232,876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -201,993 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -57,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -56,525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -38,025 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,712 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,465 | -100.0% | Q3 2025 | Oct 30, 2025 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -21,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,516 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,530 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,852 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,573 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,881 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -14,858 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,706 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,692 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,201 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BCS Private Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,730 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kensington Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,966 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,271 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BCGM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,233 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -9,100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,613 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -3,750 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,087 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,365 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,346 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,340 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,796 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -637 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | New | 66 | 0 | — | — | — | +66 | New | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bruce G. Allen Investments, LLC | History | Reduced | 37 | 0 | — | — | — | -1 | -2.63% | Q4 2025 | Feb 10, 2026 |