Graham Holdings Co - GHC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 | Reduced | 413,222 | 453,966 | 0.01% | 0.01% | 1 | -2,217 | -0.53% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 340,841 | 374,447 | 0.01% | 0.01% | 2 | +10,886 | 3.3% | Q4 2025 | Jan 29, 2026 |
| Madison Avenue Partners, LP | History | No change | 245,829 | 270,067 | 11.6% | 17.27% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 237,617 | 261,044 | 0.05% | 0.06% | 4 | -16,489 | -6.49% | Q4 2025 | Feb 12, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 157,068 | 172,555 | 20.78% | 23.74% | 5 | -5,164 | -3.18% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 126,942 | 139,458 | 0.0% | 0.01% | 6 | -2,158 | -1.67% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 87,169 | 95,778 | 0.01% | 0.01% | 7 | +3,105 | 3.69% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 86,083 | 94,570 | 0.05% | 0.07% | 8 | -4,626 | -5.1% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 84,923 | 93,296 | 0.07% | 0.06% | 9 | +21,427 | 33.75% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 45,731 | 50,240 | 0.01% | 0.01% | 10 | -1,596 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 43,460 | 47,745 | 0.01% | 0.01% | 11 | +650 | 1.52% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 39,528 | 43,425 | 0.01% | 0.01% | 12 | -2,507 | -5.96% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 35,880 | 39,417 | 0.0% | 0.01% | 13 | -6,619 | -15.57% | Q4 2025 | Mar 25, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Added to | 35,721 | 39,243 | 1.75% | 2.12% | 14 | +364 | 1.03% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 29,839 | 32,783 | 0.0% | 0.0% | 15 | +1,552 | 5.49% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,155 | 32,029 | 0.01% | 0.01% | 16 | +242 | 0.84% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,173 | 29,852 | 0.0% | 0.0% | 17 | +2,556 | 10.38% | Q4 2025 | Feb 11, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 24,963 | 27,428 | 0.16% | 0.17% | 18 | -1,041 | -4.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 24,517 | 26,934 | 0.0% | 0.01% | 19 | -3,177 | -11.47% | Q4 2025 | Feb 19, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 16,265 | 17,866 | 0.19% | 0.19% | 20 | +540 | 3.43% | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 14,498 | 15,927 | 0.01% | 0.0% | 21 | +5,983 | 70.26% | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 14,436 | 15,859 | 0.27% | 0.28% | 22 | -541 | -3.61% | Q4 2025 | Feb 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 13,549 | 14,884 | 0.14% | 0.15% | 23 | +120 | 0.89% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,420 | 14,743 | 0.0% | 0.0% | 24 | +170 | 1.28% | Q4 2025 | Feb 11, 2026 |
| Bronte Capital Management Pty Ltd. | History | Reduced | 13,355 | 14,671 | 1.46% | 1.58% | 25 | -42 | -0.31% | Q4 2025 | Feb 03, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 12,822 | 14,086 | 0.04% | 0.05% | 26 | -3,722 | -22.5% | Q4 2025 | Feb 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,975 | 13,155 | 0.0% | 0.0% | 27 | +1,001 | 9.12% | Q4 2025 | Feb 17, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Reduced | 11,946 | 13,123 | 0.55% | 0.61% | 28 | -95 | -0.79% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 11,373 | 12,494 | 0.01% | 0.01% | 29 | +5,651 | 98.76% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 11,299 | 12,413 | 0.0% | 0.0% | 30 | -10,842 | -48.97% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 11,270 | 12,381 | 0.05% | — | 31 | +11,270 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 11,198 | 12,302 | 0.01% | 0.01% | 32 | +1,058 | 10.43% | Q4 2025 | Feb 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 11,035 | 11,997 | 0.02% | — | 33 | +11,035 | New | Q4 2025 | Jan 15, 2026 |
| BARCLAYS PLC | History | Reduced | 10,511 | 11,547 | 0.0% | 0.0% | 34 | -408 | -3.74% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,097 | 11,092 | 0.01% | 0.01% | 35 | -1,035 | -9.3% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 9,585 | 10,530 | 0.01% | 0.01% | 36 | -9,629 | -50.11% | Q4 2025 | Feb 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 9,387 | 10,312 | 0.37% | 0.41% | 37 | -600 | -6.01% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,316 | 10,234 | 0.0% | 0.0% | 38 | +209 | 2.29% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 9,272 | 10,186 | 0.29% | 0.08% | 39 | +7,069 | 320.88% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 9,000 | 9,887 | 0.07% | — | 40 | +9,000 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 8,837 | 9,708 | 0.0% | 0.0% | 41 | -447 | -4.81% | Q4 2025 | Feb 11, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 8,820 | 9,689 | 0.06% | — | 42 | +8,820 | New | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,344 | 9,166 | 0.0% | 0.0% | 43 | -149 | -1.75% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,665 | 8,420 | 0.0% | 0.0% | 44 | +2,237 | 41.21% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 7,158 | 7,863 | 0.0% | 0.0% | 45 | -153 | -2.09% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 6,370 | 6,998 | 0.0% | 0.0% | 46 | +170 | 2.74% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 6,344 | 6,969 | 0.0% | 0.0% | 47 | +411 | 6.93% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 6,047 | 6,643 | 0.01% | 0.01% | 48 | -577 | -8.71% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,871 | 6,449 | 0.01% | 0.02% | 49 | +140 | 2.44% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 5,737 | 6,302 | 0.08% | 0.06% | 50 | +1,837 | 47.1% | Q4 2025 | Jan 30, 2026 |
| Legal & General Group Plc | History | Reduced | 5,429 | 5,964 | 0.0% | 0.0% | 51 | -327 | -5.68% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 5,277 | 5,797 | 0.0% | 0.0% | 52 | +688 | 14.99% | Q4 2025 | Feb 17, 2026 |
| MARKEL GROUP INC. | History | No change | 5,200 | 5,712 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,055 | 5,553 | 0.03% | 0.03% | 54 | +125 | 2.54% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 5,049 | 5,547 | 0.0% | 0.0% | 55 | +552 | 12.27% | Q4 2025 | Feb 17, 2026 |
| VELA Investment Management, LLC | History | Reduced | 4,919 | 5,404 | 1.27% | 1.99% | 56 | -1,997 | -28.88% | Q4 2025 | Feb 02, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 4,549 | 4,997 | 0.01% | 0.01% | 57 | -2,279 | -33.38% | Q4 2025 | Feb 17, 2026 |
| LEE DANNER & BASS INC | History | No change | 4,500 | 4,943 | 0.35% | 0.39% | 58 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 4,489 | 4,932 | 0.01% | 0.01% | 59 | -39 | -0.86% | Q4 2025 | Jan 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 4,346 | 4,774 | 0.01% | 0.01% | 60 | +647 | 17.49% | Q4 2025 | Feb 17, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 4,290 | 4,713 | 0.89% | 0.98% | 61 | -58 | -1.33% | Q4 2025 | Feb 04, 2026 |
| Retirement Systems of Alabama | History | Reduced | 4,078 | 4,480 | 0.01% | 0.02% | 62 | -27 | -0.66% | Q4 2025 | Jan 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,995 | 4,388 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,925 | 4,311 | 0.0% | 0.0% | 64 | +979 | 33.23% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 3,714 | 4,080 | 0.04% | 0.07% | 65 | -3,062 | -45.19% | Q4 2025 | Feb 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 3,662 | 4,023 | 0.06% | 0.03% | 66 | +1,904 | 108.3% | Q4 2025 | Feb 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 3,576 | 3,928 | 0.58% | 0.66% | 67 | -34 | -0.94% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,511 | 3,858 | 0.01% | 0.01% | 68 | -53 | -1.49% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 3,401 | 3,736 | 0.02% | 0.02% | 69 | -158 | -4.44% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,361 | 3,692 | 0.0% | — | 70 | +3,361 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 3,256 | 3,577 | 0.02% | 0.02% | 71 | -212 | -6.11% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 3,252 | 3,572 | 0.0% | — | 72 | +3,252 | New | Q4 2025 | Feb 13, 2026 |
| Insight Inv LLC | History | Added to | 3,233 | 3,551 | 1.99% | 1.89% | 73 | +495 | 18.08% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,012 | 3,308 | 0.0% | 0.0% | 74 | -3 | -0.1% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 3,005 | 3,301 | 0.07% | 0.11% | 75 | -1,250 | -29.38% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,930 | 3,219 | 0.0% | 0.0% | 76 | +88 | 3.1% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 2,919 | 3,207 | 1.29% | 1.4% | 77 | +1 | 0.03% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 2,817 | 3,094 | 0.01% | 0.01% | 78 | +117 | 4.33% | Q4 2025 | Feb 13, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 2,788 | 3,062 | 0.69% | 0.76% | 79 | -10 | -0.36% | Q4 2025 | Jan 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,736 | 3,005 | 0.0% | 0.0% | 80 | -2,421 | -46.95% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 2,708 | 2,974 | 0.01% | 0.01% | 81 | +639 | 30.88% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | Added to | 2,660 | 2,922 | 0.04% | 0.04% | 82 | +194 | 7.87% | Q4 2025 | Feb 02, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 2,650 | 2,911 | 0.07% | 0.08% | 83 | -21 | -0.79% | Q4 2025 | Feb 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 2,601 | 2,857 | 0.29% | 0.3% | 84 | +85 | 3.38% | Q4 2025 | Jan 16, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 2,567 | 2,820 | 0.02% | 0.03% | 85 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eagle Strategies LLC | History | Added to | 2,544 | 2,794 | 0.36% | 0.32% | 86 | +503 | 24.64% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,492 | 2,738 | 0.01% | 0.01% | 87 | +21 | 0.85% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 2,320 | 2,548 | 0.0% | 0.0% | 88 | +692 | 42.51% | Q4 2025 | Feb 11, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 2,270 | 2,493 | 0.42% | 0.51% | 89 | +42 | 1.89% | Q4 2025 | Jan 29, 2026 |
| Autumn Glory Partners, LLC | History | No change | 2,171 | 2,385 | 0.84% | 1.05% | 90 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,158 | 2,370 | 0.0% | 0.0% | 91 | -89 | -3.96% | Q4 2025 | Feb 10, 2026 |
| Roundview Capital LLC | History | No change | 2,147 | 2,358 | 0.15% | 0.16% | 92 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORGES BANK | History | New | 2,116 | 2,324 | 0.0% | — | 93 | +2,116 | New | Q4 2025 | Feb 10, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 2,100 | 2,307 | 0.56% | — | 94 | +2,100 | New | Q4 2025 | Feb 02, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 2,094 | 2,300 | 0.35% | 0.4% | 95 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,052 | 2,255 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 2,000 | 2,197 | 0.07% | 0.08% | 97 | -290 | -12.66% | Q4 2025 | Jan 20, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 1,938 | 2,129 | 0.01% | 0.01% | 98 | +148 | 8.27% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 1,888 | 2,074 | 0.0% | 0.0% | 99 | +322 | 20.56% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,833 | 2,013 | 0.0% | — | 100 | +1,833 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,804 | 1,981 | 0.0% | 0.0% | 101 | -24 | -1.31% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | No change | 1,800 | 1,977 | 0.22% | 0.24% | 102 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Harrington Investments, INC | History | Reduced | 1,790 | 1,966 | 0.99% | 1.07% | 103 | -32 | -1.76% | Q4 2025 | Jan 13, 2026 |
| Forum Financial Management, LP | History | No change | 1,740 | 1,911 | 0.02% | 0.03% | 104 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,720 | 1,888 | 0.0% | 0.0% | 105 | +391 | 29.42% | Q4 2025 | Mar 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,700 | 1,867 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,686 | 1,852 | 0.0% | 0.0% | 107 | +123 | 7.87% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 1,676 | 1,841 | 0.0% | — | 108 | +1,676 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,664 | 1,828 | 0.0% | 0.0% | 109 | +564 | 51.27% | Q4 2025 | Jan 09, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Reduced | 1,639 | 1,800 | 0.04% | 0.05% | 110 | -214 | -11.55% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,617 | 1,776 | 0.0% | 0.0% | 111 | -4,273 | -72.55% | Q4 2025 | Feb 10, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 1,564 | 1,718 | 0.37% | 0.27% | 112 | +763 | 95.26% | Q4 2025 | Feb 12, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,563 | 1,717 | 0.4% | 0.42% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 1,529 | 1,679 | 0.0% | 0.0% | 114 | -30 | -1.92% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 1,502 | 1,649 | 0.0% | 0.01% | 115 | -298 | -16.56% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 1,486 | 1,633 | 0.03% | 0.01% | 117 | +1,000 | 205.76% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,487 | 1,633 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEINBERG ASSET MANAGEMENT LLC | History | Reduced | 1,471 | 1,616 | 1.2% | 1.27% | 118 | -30 | -2.0% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,469 | 1,615 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 1,373 | 1,601 | 0.01% | 0.01% | 120 | -58 | -4.05% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,443 | 1,585 | 0.0% | 0.0% | 121 | +591 | 69.37% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,425 | 1,566 | 0.01% | 0.01% | 122 | -65 | -4.36% | Q4 2025 | Feb 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 1,414 | 1,553 | 0.02% | 0.02% | 123 | -155 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Reduced | 1,409 | 1,547 | 0.5% | 0.6% | 124 | -195 | -12.16% | Q4 2025 | Jan 07, 2026 |
| BROWN ADVISORY INC | History | No change | 1,401 | 1,539 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 1,364 | 1,498 | 1.46% | 1.51% | 126 | -19 | -1.37% | Q4 2025 | Jan 21, 2026 |
| Engineers Gate Manager LP | History | Reduced | 1,271 | 1,396 | 0.02% | 0.02% | 127 | -134 | -9.54% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,248 | 1,371 | 0.0% | 0.0% | 128 | -324 | -20.61% | Q4 2025 | Jan 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,246 | 1,368 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,244 | 1,366 | 0.02% | 0.02% | 130 | +13 | 1.06% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,241 | 1,363 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 1,192 | 1,309 | 0.0% | 0.0% | 132 | +31 | 2.67% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 1,149 | 1,262 | 0.0% | — | 133 | +1,149 | New | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | No change | 1,100 | 1,208 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Reduced | 1,083 | 1,189 | 0.0% | 0.0% | 135 | -322 | -22.92% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 1,048 | 1,187 | 0.01% | 0.01% | 136 | -19 | -1.78% | Q4 2025 | Jan 21, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 973 | 1,068 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 952 | 1,045 | 0.0% | 0.0% | 138 | -7 | -0.73% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 949 | 1,042 | 0.0% | 0.0% | 139 | +26 | 2.82% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 937 | 1,029 | 0.0% | 0.0% | 140 | +621 | 196.52% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 904 | 993 | 0.01% | 0.01% | 141 | -51 | -5.34% | Q4 2025 | Jan 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 900 | 988 | 0.0% | 0.0% | 142 | +397 | 78.93% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | No change | 900 | 988 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 898 | 986 | 0.0% | — | 144 | +898 | New | Q4 2025 | Feb 13, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 895 | 983 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 891 | 978 | 0.03% | 0.03% | 146 | -14 | -1.55% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 883 | 970 | 0.0% | 0.0% | 147 | -11 | -1.23% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Reduced | 878 | 964 | 0.02% | 0.05% | 148 | -727 | -45.3% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 852 | 936 | 0.01% | 0.01% | 150 | -59 | -6.48% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 852 | 936 | 0.0% | 0.0% | 149 | -52 | -5.75% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 850 | 933 | 0.0% | 0.01% | 151 | -22 | -2.52% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 842 | 925 | 0.0% | 0.01% | 152 | -208 | -19.81% | Q4 2025 | Feb 17, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 841 | 923 | 0.11% | 0.12% | 153 | +2 | 0.24% | Q4 2025 | Jan 12, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 840 | 922 | 0.13% | 0.14% | 154 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Reduced | 834 | 916 | 0.0% | 0.0% | 155 | -55 | -6.19% | Q4 2025 | Jan 29, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 824 | 905 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 817 | 897 | 0.01% | 0.01% | 157 | -35 | -4.11% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 815 | 892 | 0.0% | — | 158 | +815 | New | Q4 2025 | Mar 20, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 800 | 879 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 793 | 871 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 771 | 846 | 0.0% | — | 161 | +771 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 765 | 840 | 0.0% | 0.0% | 162 | -15 | -1.92% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 760 | 834 | 0.01% | 0.01% | 163 | +3 | 0.4% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 724 | 795 | 0.0% | 0.0% | 164 | +29 | 4.17% | Q4 2025 | Feb 06, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 700 | 769 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 694 | 762 | 0.0% | 0.0% | 166 | -1,324 | -65.61% | Q4 2025 | Jan 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 693 | 761 | 0.02% | 0.03% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 690 | 758 | 0.0% | 0.0% | 168 | -113 | -14.07% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 683 | 750 | 0.01% | 0.01% | 169 | -12 | -1.73% | Q4 2025 | Feb 04, 2026 |
| GREENLEAF TRUST | History | Reduced | 666 | 731 | 0.01% | 0.01% | 170 | -2 | -0.3% | Q4 2025 | Jan 21, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 665 | 730 | 0.0% | — | 171 | +665 | New | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 664 | 729 | 0.01% | 0.01% | 172 | +7 | 1.07% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 656 | 720 | 0.01% | 0.01% | 173 | +23 | 3.63% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 649 | 712 | 0.0% | 0.0% | 174 | +28 | 4.51% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 636 | 699 | 0.0% | 0.0% | 175 | -284 | -30.87% | Q4 2025 | Jan 26, 2026 |
| Baker Ellis Asset Management LLC | History | New | 620 | 681 | 0.08% | — | 176 | +620 | New | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 600 | 668 | 0.0% | 0.0% | 177 | +35 | 6.19% | Q4 2025 | Jan 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 603 | 657 | 0.0% | 0.0% | 178 | -50 | -7.66% | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 595 | 653 | 0.01% | 0.01% | 179 | +68 | 12.9% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 590 | 648 | 0.0% | — | 180 | +590 | New | Q4 2025 | Feb 17, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 588 | 645 | 0.01% | — | 181 | +588 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 580 | 637 | 0.0% | 0.0% | 182 | +102 | 21.34% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 580 | 637 | 0.0% | 0.0% | 183 | +65 | 12.62% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 570 | 626 | 0.0% | 0.0% | 184 | -30 | -5.0% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 562 | 617 | 0.0% | 0.0% | 185 | -4 | -0.71% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 546 | 599 | 0.03% | 0.18% | 186 | -1,746 | -76.18% | Q4 2025 | Feb 09, 2026 |
| Highlander Partners, L.P. | History | No change | 535 | 587 | 0.21% | 0.22% | 187 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legato Capital Management LLC | History | New | 513 | 563 | 0.05% | — | 188 | +513 | New | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 500 | 549 | 0.0% | 0.0% | 191 | +50 | 11.11% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 500 | 549 | 0.0% | 0.0% | 189 | -6 | -1.19% | Q4 2025 | Feb 17, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 500 | 549 | 0.21% | 0.22% | 190 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Palisade Asset Management, LLC | History | Added to | 478 | 525 | 0.05% | 0.04% | 192 | +151 | 46.18% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 466 | 511 | 0.0% | — | 193 | +466 | New | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 462 | 507 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Man Group plc | History | Reduced | 450 | 494 | 0.0% | 0.0% | 196 | -718 | -61.47% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 450 | 494 | 0.0% | — | 195 | +450 | New | Q4 2025 | Feb 12, 2026 |
| Versor Investments LP | History | New | 444 | 487 | 0.08% | — | 197 | +444 | New | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Reduced | 438 | 481 | 0.0% | 0.0% | 198 | -4,611 | -91.33% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 426 | 468 | 0.04% | 0.04% | 199 | +41 | 10.65% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 420 | 461 | 0.01% | 0.01% | 200 | -21 | -4.76% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 413 | 453 | 0.0% | 0.0% | 201 | +25 | 6.44% | Q4 2025 | Feb 17, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 404 | 443 | 0.13% | 0.15% | 202 | +10 | 2.54% | Q4 2025 | Jan 27, 2026 |
| XPONANCE LLC | History | Reduced | 397 | 436 | 0.0% | 0.0% | 203 | -68 | -14.62% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 394 | 432 | 0.0% | 0.0% | 204 | +3 | 0.77% | Q4 2025 | Jan 30, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 390 | 428 | 0.0% | 0.0% | 205 | -35 | -8.24% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 386 | 424 | 0.0% | 0.0% | 206 | -1,132 | -74.57% | Q4 2025 | Feb 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 386 | 424 | 0.1% | 0.11% | 207 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 378 | 415 | 0.0% | 0.01% | 208 | -3,131 | -89.23% | Q4 2025 | Jan 23, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 375 | 411 | 0.0% | — | 210 | +375 | New | Q4 2025 | Jan 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 375 | 411 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 363 | 398 | 0.01% | 0.01% | 211 | +10 | 2.83% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 363 | 398 | 0.03% | 0.03% | 212 | +10 | 2.83% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 361 | 396 | 0.0% | 0.0% | 213 | +130 | 56.28% | Q4 2025 | Feb 03, 2026 |
| Abel Hall, LLC | History | Added to | 359 | 394 | 0.09% | 0.11% | 214 | +128 | 55.41% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 357 | 392 | 0.0% | 0.0% | 215 | +23 | 6.89% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 350 | 384 | 0.08% | 0.1% | 216 | -25 | -6.67% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 332 | 364 | 0.01% | 0.01% | 218 | +63 | 23.42% | Q4 2025 | Feb 17, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 332 | 364 | 0.04% | 0.04% | 217 | -9 | -2.64% | Q4 2025 | Jan 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 315 | 346 | 0.02% | 0.03% | 219 | +10 | 3.28% | Q4 2025 | Feb 11, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 313 | 343 | 0.04% | 0.08% | 220 | -325 | -50.94% | Q4 2025 | Feb 05, 2026 |
| Swiss Life Asset Management Ltd | History | New | 313 | 343 | 0.0% | — | 221 | +313 | New | Q4 2025 | Feb 04, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 310 | 340 | 0.0% | 0.0% | 222 | +110 | 55.0% | Q4 2025 | Feb 04, 2026 |
| BAHL & GAYNOR INC | History | No change | 300 | 329 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 284 | 312 | 0.0% | 0.0% | 224 | -500 | -63.78% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 275 | 302 | 0.0% | 0.0% | 225 | -159 | -36.64% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 274 | 301 | 0.0% | 0.0% | 226 | -60 | -17.96% | Q4 2025 | Feb 17, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 272 | 298 | 0.0% | — | 227 | +272 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 258 | 283 | 0.0% | 0.01% | 229 | -703 | -73.15% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | New | 258 | 283 | 0.0% | — | 228 | +258 | New | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 257 | 282 | 0.0% | 0.0% | 230 | +20 | 8.44% | Q4 2025 | Jan 28, 2026 |
| Bayforest Capital Ltd | History | Added to | 256 | 281 | 0.21% | 0.11% | 231 | +62 | 31.96% | Q4 2025 | Jan 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 248 | 272 | 0.01% | 0.01% | 232 | -29 | -10.47% | Q4 2025 | Feb 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 247 | 271 | 0.03% | — | 233 | +247 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 244 | 268 | 0.0% | 0.0% | 234 | -3 | -1.21% | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 242 | 265 | 0.04% | 0.08% | 235 | -196 | -44.75% | Q4 2025 | Feb 11, 2026 |
| Fieldview Capital Management, LLC | History | New | 239 | 262 | 0.04% | — | 236 | +239 | New | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 236 | 259 | 0.01% | 0.01% | 237 | -25 | -9.58% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 235 | 258 | 0.0% | 0.0% | 238 | +31 | 15.2% | Q4 2025 | Jan 20, 2026 |
| Jain Global LLC | History | New | 234 | 257 | 0.0% | — | 239 | +234 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 228 | 250 | 0.01% | — | 240 | +228 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 214 | 234 | 0.0% | — | 242 | +214 | New | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 213 | 234 | 0.0% | — | 241 | +213 | New | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 210 | 230 | 0.0% | — | 243 | +210 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 206 | 226 | 0.03% | — | 244 | +206 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 201 | 220 | 0.01% | 0.02% | 246 | -328 | -62.0% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 201 | 220 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DRW Securities, LLC | History | New | 200 | 219 | 0.01% | — | 247 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Live Oak Private Wealth LLC | History | No change | 200 | 219 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 199 | 218 | 0.0% | — | 249 | +199 | New | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 198 | 217 | 0.07% | 0.07% | 250 | +7 | 3.66% | Q4 2025 | Jan 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 196 | 215 | 0.0% | 0.0% | 251 | -13 | -6.22% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Added to | 196 | 214 | 0.0% | 0.0% | 252 | +19 | 10.73% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 193 | 212 | 0.0% | 0.0% | 253 | +3 | 1.58% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | No change | 190 | 208 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 188 | 206 | 0.01% | 0.01% | 255 | +7 | 3.87% | Q4 2025 | Feb 06, 2026 |
| Monument Capital Management | History | Reduced | 184 | 202 | 0.05% | 0.06% | 256 | -34 | -15.6% | Q4 2025 | Jan 26, 2026 |
| Costello Asset Management, INC | History | Added to | 166 | 182 | 0.06% | 0.06% | 257 | +23 | 16.08% | Q4 2025 | Feb 03, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 150 | 176 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 142 | 156 | 0.0% | 0.0% | 259 | -16 | -10.13% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 129 | 141 | 0.0% | 0.0% | 260 | +1 | 0.78% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 126 | 138 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Covestor Ltd | History | Reduced | 116 | 128 | 0.07% | 0.09% | 262 | -24 | -17.14% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 107 | 118 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 103 | 113 | 0.0% | — | 264 | +103 | New | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO | History | No change | 100 | 111 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McMillan Office, Inc. | History | New | 100 | 109 | 0.01% | — | 266 | +100 | New | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 98 | 107 | 0.0% | — | 267 | +98 | New | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 93 | 102 | 0.0% | — | 268 | +93 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 92 | 100 | 0.0% | 0.0% | 269 | +41 | 80.39% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 73 | 80 | 0.0% | 0.0% | 270 | -7 | -8.75% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 67 | 74 | 0.0% | 0.0% | 271 | -2 | -2.9% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 59 | 64 | 0.0% | — | 272 | +59 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 56 | 62 | 0.0% | 0.0% | 273 | +48 | 600.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 50 | 54 | 0.0% | 0.01% | 274 | -39 | -43.82% | Q4 2025 | Feb 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 50 | 54 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gen-Wealth Partners Inc | History | No change | 50 | 54 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 46 | 50 | 0.0% | 0.0% | 277 | +23 | 100.0% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 45 | 49 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | No change | 42 | 46 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 41 | 44 | 0.0% | — | 282 | +41 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 40 | 44 | 0.0% | 0.0% | 281 | -3 | -6.98% | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | No change | 41 | 44 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 38 | 42 | 0.0% | 0.0% | 283 | +14 | 58.33% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 38 | 41 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 38 | 41 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 36 | 39 | 0.0% | 0.0% | 287 | +6 | 20.0% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 36 | 39 | 0.0% | 0.0% | 286 | -1 | -2.7% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 23 | 25 | 0.0% | 0.0% | 288 | +19 | 475.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 22 | 24 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 21 | 23 | 0.0% | 0.0% | 290 | -10 | -32.26% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 18 | 20 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 18 | 19 | 0.0% | 0.0% | 294 | +1 | 5.88% | Q4 2025 | Jan 08, 2026 |
| Advisors Asset Management, Inc. | History | No change | 18 | 19 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 18 | 19 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 17 | 18 | 0.0% | 0.0% | 296 | +3 | 21.43% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 17 | 18 | 0.0% | 0.0% | 295 | +2 | 13.33% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Added to | 14 | 15 | 0.0% | 0.0% | 297 | +2 | 16.67% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 12 | 13 | 0.0% | — | 299 | +12 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 13 | 0.0% | — | 300 | +12 | New | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 12 | 13 | 0.0% | 0.0% | 298 | +2 | 20.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 12 | 12 | 0.0% | — | 302 | +12 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 11 | 12 | 0.0% | 0.0% | 301 | +7 | 175.0% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 10 | 10 | 0.01% | — | 306 | +10 | New | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Added to | 10 | 10 | 0.0% | 0.0% | 303 | +1 | 11.11% | Q4 2025 | Jan 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 10 | 10 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 10 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9 | 9 | 0.0% | 0.0% | 308 | +6 | 200.0% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | No change | 9 | 9 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Elyxium Wealth, LLC | History | New | 8 | 8 | 0.0% | — | 311 | +8 | New | Q4 2025 | Feb 05, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 8 | 8 | 0.0% | 0.01% | 312 | -5 | -38.46% | Q4 2025 | Feb 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8 | 8 | 0.0% | 0.0% | 310 | +3 | 60.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8 | 8 | 0.0% | 0.0% | 309 | +2 | 33.33% | Q4 2025 | Feb 09, 2026 |
| Quarry LP | History | New | 7 | 7 | 0.0% | — | 314 | +7 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7 | 7 | 0.0% | 0.0% | 315 | +6 | 600.0% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7 | 7 | 0.0% | 0.0% | 313 | +4 | 133.33% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Reduced | 6 | 6 | 0.0% | 0.98% | 320 | -1,188 | -99.5% | Q4 2025 | Feb 18, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6 | 6 | 0.0% | 0.0% | 316 | +5 | 500.0% | Q4 2025 | Feb 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6 | 6 | 0.0% | 0.0% | 319 | +5 | 500.0% | Q4 2025 | Mar 03, 2026 |
| First Pacific Financial | History | Added to | 6 | 6 | 0.0% | 0.0% | 317 | +2 | 50.0% | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 6 | 6 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Bank of Jackson Hole Trust | History | New | 5 | 5 | 0.0% | — | 324 | +5 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 5 | 5 | 0.0% | 0.0% | 322 | +1 | 25.0% | Q4 2025 | Jan 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 5 | 5 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Spire Wealth Management | History | No change | 5 | 5 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 5 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 3 | 4 | 0.0% | — | 326 | +3 | New | Q4 2025 | Feb 19, 2026 |
| Arax Advisory Partners | History | Reduced | 3 | 3 | 0.0% | 0.02% | 328 | -1,036 | -99.71% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2 | 2 | 0.0% | — | 330 | +2 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | New | 2 | 2 | 0.0% | — | 331 | +2 | New | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2 | 2 | 0.0% | 0.0% | 333 | -1 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 2 | 2 | 0.0% | 0.0% | 336 | -1 | -33.33% | Q4 2025 | Jan 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Sachetta, LLC | History | No change | 2 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2 | 2 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | New | 1 | 1 | 0.0% | — | 337 | +1 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1 | 1 | 0.0% | 0.0% | 339 | -1 | -50.0% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 1 | 1 | 0.0% | — | 340 | +1 | New | Q4 2025 | Mar 04, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 1 | 1 | 0.0% | 0.0% | 342 | -1 | -50.0% | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | New | 1 | 1 | 0.0% | — | 343 | +1 | New | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 1 | 1 | 0.0% | — | 344 | +1 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 1 | 1 | 0.0% | — | 345 | +1 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | No change | 1 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,679 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,332 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -629 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -453 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -218 | -100.0% | Q3 2025 | Feb 24, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.03% | — | -193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -178 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SPINNAKER TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -176 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -154 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -31 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |