Global-E Online Ltd. - GLBE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dragoneer Investment Group, LLC | History | Reduced | 11,365,028 | 446,759 | 9.74% | 9.39% | 1 | -522,050 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | No change | 6,098,763 | 239,742 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 5,872,341 | 230,842 | 0.02% | 0.01% | 3 | +2,387,242 | 68.5% | Q4 2025 | Feb 17, 2026 |
| Contour Asset Management LLC | History | Added to | 4,842,069 | 190,341 | 4.44% | 4.15% | 4 | +211,034 | 4.56% | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 4,821,106 | 189,517 | 1.13% | — | 5 | +4,821,106 | New | Q4 2025 | Feb 12, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | Reduced | 4,385,770 | 172,404 | 12.45% | 12.06% | 6 | -1,287,474 | -22.69% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 4,267,715 | 167,763 | 0.01% | 0.02% | 7 | -3,397,722 | -44.33% | Q4 2025 | Feb 13, 2026 |
| Arohi Asset Management PTE Ltd. | History | Added to | 3,780,304 | 148,603 | 44.58% | 33.99% | 8 | +23,213 | 0.62% | Q4 2025 | Feb 18, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | History | New | 3,760,279 | 147,816 | 5.91% | — | 9 | +3,760,279 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,436,023 | 135,070 | 0.02% | 0.01% | 10 | +1,946,277 | 130.64% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,074,889 | 120,873 | 0.0% | 0.0% | 11 | +74,641 | 2.49% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 2,940,233 | 115,580 | 0.11% | 0.11% | 12 | -211,783 | -6.72% | Q4 2025 | Feb 13, 2026 |
| Spyglass Capital Management LLC | History | Reduced | 2,683,313 | 105,481 | 5.28% | 5.16% | 13 | -19,858 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 2,642,981 | 103,895 | 0.08% | 0.07% | 14 | -4,272 | -0.16% | Q4 2025 | Feb 11, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Added to | 2,404,856 | 94,534 | 7.75% | 3.52% | 15 | +15,014 | 0.63% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,314,560 | 90,985 | 0.01% | 0.02% | 16 | -2,089,113 | -47.44% | Q4 2025 | Mar 25, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,269,482 | 89,213 | 0.04% | 0.0% | 17 | +2,131,047 | 1539.38% | Q4 2025 | Feb 17, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 2,096,739 | 82,422 | 0.26% | 0.31% | 18 | -394,584 | -15.84% | Q4 2025 | Feb 17, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 2,041,555 | 80,254 | 0.69% | 0.5% | 19 | +490,888 | 31.66% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,908,058 | 75,005 | 0.01% | 0.01% | 20 | -527,084 | -21.64% | Q4 2025 | Feb 17, 2026 |
| Keenan Capital, LLC | History | Added to | 1,865,262 | 73,323 | 13.36% | 12.35% | 21 | +95,988 | 5.43% | Q4 2025 | Feb 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 1,730,424 | 68,022 | 0.32% | 0.24% | 22 | +434,000 | 33.48% | Q4 2025 | Feb 12, 2026 |
| TREMBLANT CAPITAL GROUP | History | Added to | 1,678,500 | 65,981 | 1.68% | 1.95% | 23 | +1,150,981 | 218.19% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,672,976 | 65,764 | 0.0% | 0.01% | 24 | -898,994 | -34.95% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,425,163 | 56,023 | 0.07% | 0.1% | 25 | -848,242 | -37.31% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,300,016 | 51,103 | 0.01% | — | 26 | +1,300,016 | New | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,283,308 | 50,447 | 0.06% | 0.08% | 27 | +635,945 | 98.24% | Q4 2025 | Jan 09, 2026 |
| Ampersand Capital Group, L.P. | History | Added to | 1,264,906 | 49,723 | 22.17% | 19.98% | 28 | +24,832 | 2.0% | Q4 2025 | Feb 17, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 1,217,689 | 47,870 | 0.75% | 0.71% | 29 | +2,160 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 1,191,892 | 46,853 | 2.01% | 1.79% | 30 | -29,329 | -2.4% | Q4 2025 | Feb 17, 2026 |
| Barton Investment Management | History | Added to | 1,079,254 | 42,425 | 4.57% | 3.91% | 31 | +6,912 | 0.64% | Q4 2025 | Jan 21, 2026 |
| STATE STREET CORP | History | Added to | 1,077,184 | 42,344 | 0.0% | 0.0% | 32 | +11,669 | 1.1% | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | Reduced | 977,000 | 38,405 | 0.23% | 0.2% | 33 | -70,000 | -6.69% | Q4 2025 | Feb 11, 2026 |
| NZS Capital, LLC | History | Added to | 958,551 | 37,680 | 1.16% | 1.04% | 34 | +7,920 | 0.83% | Q4 2025 | Feb 12, 2026 |
| SRS Investment Management, LLC | History | New | 896,717 | 35,249 | 0.37% | — | 35 | +896,717 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 889,557 | 34,968 | 0.01% | 0.01% | 36 | -134,469 | -13.13% | Q4 2025 | Feb 12, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Added to | 858,583 | 33,750 | 6.76% | 6.29% | 37 | +21,400 | 2.56% | Q4 2025 | Feb 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 834,934 | 32,821 | 0.09% | 0.09% | 38 | -189,262 | -18.48% | Q4 2025 | Feb 13, 2026 |
| Arthedge Capital Management, LLC | History | No change | 808,991 | 31,801 | 20.84% | 18.36% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 808,833 | 31,795 | 0.05% | 0.09% | 40 | -694,895 | -46.21% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 806,820 | 31,716 | 0.02% | 0.02% | 41 | -95,703 | -10.6% | Q4 2025 | Jan 23, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 806,820 | 31,716 | 0.37% | 0.31% | 42 | -95,703 | -10.6% | Q4 2025 | Feb 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 775,000 | 30,465 | 0.26% | 0.3% | 43 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 673,918 | 26,491 | 0.0% | 0.0% | 44 | +256,105 | 61.3% | Q4 2025 | Jan 29, 2026 |
| Annex Advisory Services, LLC | History | Added to | 640,016 | 25,159 | 0.48% | 0.3% | 45 | +250,625 | 64.36% | Q4 2025 | Jan 26, 2026 |
| Whitebark Investors LP | History | Added to | 595,432 | 23,406 | 14.1% | 7.66% | 46 | +145,332 | 32.29% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 578,715 | 22,749 | 0.03% | 0.03% | 47 | -2,810 | -0.48% | Q4 2025 | Jan 09, 2026 |
| Legal & General Group Plc | History | Added to | 578,139 | 22,726 | 0.01% | 0.0% | 48 | +296,466 | 105.25% | Q4 2025 | Feb 09, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 521,118 | 20,485 | 0.31% | 0.28% | 49 | -29,410 | -5.34% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 398,569 | 15,667 | 0.01% | 0.01% | 50 | -47,489 | -10.65% | Q4 2025 | Feb 17, 2026 |
| DEEPWATER ASSET MANAGEMENT, LLC | History | Added to | 392,063 | 15,411 | 4.49% | 5.04% | 51 | +37,615 | 10.61% | Q4 2025 | Feb 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 381,119 | 14,981 | 0.06% | 0.06% | 52 | -46,856 | -10.95% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 364,840 | 14,341 | 0.01% | 0.01% | 53 | +122,491 | 50.54% | Q4 2025 | Feb 17, 2026 |
| ARK Investment Management LLC | History | Reduced | 364,781 | 14,339 | 0.1% | 0.08% | 54 | -22,092 | -5.71% | Q4 2025 | Feb 11, 2026 |
| Abdiel Capital Advisors, LP | History | Reduced | 356,830 | 14,026 | 19.77% | 21.5% | 55 | -1,630,555 | -82.05% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 345,170 | 13,568 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ararat Capital Management LP | History | New | 318,626 | 12,525 | 6.17% | — | 57 | +318,626 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 309,157 | 12,153 | 0.01% | 0.01% | 58 | +123,438 | 66.46% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 300,544 | 11,814 | 0.0% | 0.0% | 59 | +12,507 | 4.34% | Q4 2025 | Feb 18, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 291,573 | 11,461 | 1.8% | 1.59% | 60 | -13,790 | -4.52% | Q4 2025 | Feb 06, 2026 |
| Trexquant Investment LP | History | Added to | 291,021 | 11,440 | 0.1% | 0.07% | 61 | +91,755 | 46.05% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 287,517 | 11,296 | 0.0% | 0.0% | 62 | +14,249 | 5.21% | Q4 2025 | Feb 09, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 276,971 | 10,887 | 0.14% | 0.12% | 63 | +22,102 | 8.67% | Q4 2025 | Feb 05, 2026 |
| PEAK6 LLC | History | Added to | 275,700 | 10,837 | 0.02% | 0.0% | 64 | +182,377 | 195.43% | Q4 2025 | Mar 12, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Added to | 274,708 | 10,798 | 0.75% | 0.52% | 65 | +76,452 | 38.56% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 262,676 | 10,325 | 0.0% | — | 66 | +262,676 | New | Q4 2025 | Feb 13, 2026 |
| Longaeva Partners L.P. | History | New | 239,726 | 9,423 | 0.79% | — | 67 | +239,726 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 237,756 | 9,346 | 0.01% | 0.02% | 68 | -275,707 | -53.7% | Q4 2025 | Feb 17, 2026 |
| Phoenix Financial Ltd. | History | New | 232,273 | 9,130 | 0.1% | — | 69 | +232,273 | New | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 226,626 | 8,908 | 0.0% | 0.0% | 70 | +23,465 | 11.55% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 223,081 | 8,769 | 0.0% | 0.0% | 71 | +4,756 | 2.18% | Q4 2025 | Jan 29, 2026 |
| Swiss National Bank | History | Added to | 218,000 | 8,569 | 0.01% | 0.0% | 72 | +3,300 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Vitruvian Partners LLP | History | Added to | 210,209 | 8,263 | 5.94% | 4.28% | 73 | +37,767 | 21.9% | Q4 2025 | Feb 06, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 185,214 | 7,286 | 0.01% | 0.01% | 74 | -33,543 | -15.33% | Q4 2025 | Jan 08, 2026 |
| CenterBook Partners LP | History | Reduced | 183,453 | 7,211 | 0.35% | 0.38% | 75 | -34,240 | -15.73% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 173,777 | 6,831 | 0.0% | 0.0% | 76 | -594,994 | -77.4% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 155,168 | 6,098 | 0.07% | 0.05% | 77 | +27,501 | 21.54% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | Added to | 147,723 | 5,806 | 0.0% | 0.0% | 78 | +134,170 | 989.97% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 142,666 | 5,608 | 0.0% | 0.0% | 79 | -11,148 | -7.25% | Q4 2025 | Feb 10, 2026 |
| New Insight Wealth Advisors | History | No change | 139,517 | 5,484 | 1.96% | 1.88% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 116,092 | 4,563 | 0.0% | 0.0% | 81 | +533 | 0.46% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 116,004 | 4,560 | 0.0% | 0.0% | 82 | +67,546 | 139.39% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 115,634 | 4,545 | 0.0% | 0.0% | 83 | -289,575 | -71.46% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 114,076 | 4,484 | 0.01% | 0.01% | 84 | +38,869 | 51.68% | Q4 2025 | Feb 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 112,779 | 4,433 | 0.3% | 0.26% | 85 | -665 | -0.59% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 112,593 | 4,426 | 0.01% | 0.01% | 86 | -42,183 | -27.25% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 111,911 | 4,399 | 0.1% | 0.06% | 87 | +41,557 | 59.07% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 111,078 | 4,362 | 0.01% | 0.0% | 88 | +105,020 | 1733.58% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 104,792 | 4,119 | 0.01% | 0.01% | 89 | +28,273 | 36.95% | Q4 2025 | Feb 17, 2026 |
| ION Fund Management Ltd | History | New | 100,000 | 3,931 | 0.46% | — | 90 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| Polar Asset Management Partners Inc. | History | New | 99,849 | 3,925 | 0.05% | — | 91 | +99,849 | New | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 94,320 | 3,707 | 0.01% | 0.0% | 92 | +78,632 | 501.22% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 93,151 | 3,661 | 0.05% | 0.03% | 93 | +24,605 | 35.9% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 91,706 | 3,604 | 0.0% | 0.0% | 94 | +87,366 | 2013.04% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 86,839 | 3,413 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 84,765 | 3,332 | 0.0% | 0.0% | 96 | -12,766 | -13.09% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 82,739 | 3,252 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 82,709 | 3,251 | 0.45% | 0.43% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 82,550 | 3,245 | 0.16% | 0.29% | 99 | -62,030 | -42.9% | Q4 2025 | Jan 21, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 78,877 | 3,100 | 0.3% | 0.25% | 100 | -3,200 | -3.9% | Q4 2025 | Jan 12, 2026 |
| Tidal Investments LLC | History | Added to | 76,794 | 3,018 | 0.01% | 0.01% | 101 | +5,735 | 8.07% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 74,775 | 2,939 | 0.01% | 0.0% | 102 | +39,251 | 110.49% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 74,638 | 2,934 | 0.01% | 0.0% | 103 | +55,708 | 294.28% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 71,116 | 2,795 | 0.0% | 0.01% | 104 | -52,130 | -42.3% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 65,815 | 2,587 | 0.03% | 0.05% | 105 | -48,885 | -42.62% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 64,970 | 2,553 | 0.0% | 0.0% | 106 | -459,699 | -87.62% | Q4 2025 | Feb 17, 2026 |
| USS Investment Management Ltd | History | Added to | 60,883 | 2,393 | 0.01% | 0.01% | 107 | +14,408 | 31.0% | Q4 2025 | Feb 13, 2026 |
| Future Fund LLC | History | Added to | 60,219 | 2,367 | 0.75% | 0.62% | 108 | +11,044 | 22.46% | Q4 2025 | Feb 10, 2026 |
| 2Xideas AG | History | New | 53,523 | 2,103 | 0.59% | — | 109 | +53,523 | New | Q4 2025 | Feb 17, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 52,461 | 2,062 | 0.07% | 0.07% | 110 | +536 | 1.03% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Reduced | 52,057 | 2,046 | 0.0% | 0.0% | 111 | -14,862 | -22.21% | Q4 2025 | Jan 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 51,856 | 2,038 | 0.18% | 0.09% | 112 | +20,539 | 65.58% | Q4 2025 | Feb 06, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 50,789 | 1,996 | 0.06% | — | 113 | +50,789 | New | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 50,550 | 1,989 | 0.02% | 0.05% | 114 | -49,244 | -49.35% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Added to | 48,740 | 1,915 | 0.06% | 0.0% | 115 | +44,440 | 1033.49% | Q4 2025 | Feb 10, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 48,597 | 1,910 | 0.32% | 0.62% | 116 | -57,051 | -54.0% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 46,143 | 1,813 | 0.0% | 0.0% | 117 | -6,642 | -12.58% | Q4 2025 | Feb 17, 2026 |
| One Capital Management, LLC | History | Added to | 45,151 | 1,774 | 0.05% | 0.04% | 118 | +13,102 | 40.88% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 44,734 | 1,758 | 0.0% | 0.01% | 119 | -276,770 | -86.09% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 43,666 | 1,716 | 0.01% | 0.01% | 120 | +3,885 | 9.77% | Q4 2025 | Jan 28, 2026 |
| FirstWave Capital Management LLC | History | New | 42,244 | 1,660 | 0.99% | — | 121 | +42,244 | New | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 40,843 | 1,606 | 0.0% | 0.0% | 122 | +4,039 | 10.97% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 40,850 | 1,605 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pier Capital, LLC | History | New | 40,237 | 1,581 | 0.25% | — | 124 | +40,237 | New | Q4 2025 | Feb 03, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 39,000 | 1,533 | 0.17% | — | 125 | +39,000 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,216 | 1,502 | 0.0% | 0.0% | 126 | +9,545 | 33.29% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 37,175 | 1,461 | 0.0% | 0.0% | 127 | +10,559 | 39.67% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 37,089 | 1,457 | 0.16% | 0.09% | 128 | +14,336 | 63.01% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 36,104 | 1,419 | 0.0% | — | 129 | +36,104 | New | Q4 2025 | Feb 17, 2026 |
| Hestia Capital Management, LLC | History | New | 35,500 | 1,395 | 1.16% | — | 130 | +35,500 | New | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 34,795 | 1,367 | 0.0% | 0.0% | 131 | -2,206 | -5.96% | Q4 2025 | Feb 06, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 33,952 | 1,361 | 0.0% | 0.01% | 132 | -21,372 | -38.63% | Q4 2025 | Jan 27, 2026 |
| Headlands Technologies LLC | History | Reduced | 34,402 | 1,352 | 0.11% | 0.18% | 133 | -29,187 | -45.9% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 34,088 | 1,339 | 0.01% | 0.02% | 134 | -75,600 | -68.92% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 33,925 | 1,333 | 0.0% | 0.0% | 135 | -2,022 | -5.62% | Q4 2025 | Feb 19, 2026 |
| Graham Capital Management, L.P. | History | Added to | 33,851 | 1,330 | 0.03% | 0.02% | 136 | +1,542 | 4.77% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 33,782 | 1,278 | 0.0% | 0.0% | 137 | -1,740 | -4.9% | Q4 2025 | Jan 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 31,136 | 1,223 | 0.0% | 0.0% | 138 | -3,858 | -11.02% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 30,803 | 1,210 | 0.0% | 0.0% | 139 | -755 | -2.39% | Q4 2025 | Jan 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 28,889 | 1,135 | 0.0% | 0.0% | 140 | -46,496 | -61.68% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,060 | 1,063 | 0.0% | 0.0% | 141 | +2,775 | 11.43% | Q4 2025 | Feb 02, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 27,022 | 1,062 | 0.16% | — | 142 | +27,022 | New | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 26,681 | 1,048 | 0.0% | 0.0% | 143 | -12,999 | -32.76% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 26,681 | 1,048 | 0.0% | 0.0% | 144 | +6,514 | 32.3% | Q4 2025 | Jan 29, 2026 |
| Magnetar Financial LLC | History | New | 24,997 | 982 | 0.01% | — | 145 | +24,997 | New | Q4 2025 | Feb 17, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 24,265 | 953 | 0.53% | 0.5% | 146 | -475 | -1.92% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,100 | 908 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 22,005 | 865 | 0.0% | 0.0% | 148 | -719 | -3.16% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 21,327 | 838 | 0.0% | 0.0% | 149 | +1,399 | 7.02% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 20,384 | 801 | 0.0% | 0.0% | 150 | -947 | -4.44% | Q4 2025 | Jan 26, 2026 |
| XTX Topco Ltd | History | New | 17,518 | 688 | 0.02% | — | 151 | +17,518 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 16,423 | 645 | 0.0% | 0.0% | 152 | +4,120 | 33.49% | Q4 2025 | Feb 11, 2026 |
| Cedar Wealth Management, LLC | History | No change | 16,006 | 629 | 0.19% | 0.18% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 15,934 | 626 | 0.0% | 0.0% | 154 | -133,184 | -89.31% | Q4 2025 | Feb 17, 2026 |
| Values First Advisors, Inc. | History | Reduced | 15,243 | 599 | 0.31% | 0.3% | 155 | -595 | -3.76% | Q4 2025 | Jan 30, 2026 |
| Vident Advisory, LLC | History | Added to | 14,866 | 584 | 0.01% | 0.0% | 156 | +1,413 | 10.5% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,224 | 519 | 0.0% | 0.0% | 157 | -24,648 | -65.08% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 12,931 | 508 | 0.0% | — | 158 | +12,931 | New | Q4 2025 | Jan 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 12,541 | 492 | 0.0% | — | 159 | +12,541 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 12,225 | 480 | 0.0% | 0.0% | 160 | -67 | -0.55% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,120 | 437 | 0.0% | — | 161 | +11,120 | New | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 10,825 | 425 | 0.01% | — | 162 | +10,825 | New | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | Added to | 10,643 | 418 | 0.11% | 0.06% | 163 | +4,890 | 85.0% | Q4 2025 | Feb 13, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 10,550 | 414 | 0.13% | 0.24% | 164 | -27,306 | -72.13% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 10,110 | 397 | 0.0% | 0.0% | 165 | -49 | -0.48% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 9,900 | 389 | 0.0% | 0.01% | 166 | -188,077 | -95.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 8,587 | 337 | 0.0% | 0.0% | 167 | -393 | -4.38% | Q4 2025 | Feb 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,129 | 305 | 0.01% | 0.01% | 168 | -410 | -4.8% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,353 | 289 | 0.0% | 0.0% | 169 | +299 | 4.24% | Q4 2025 | Feb 10, 2026 |
| Blueshift Asset Management, LLC | History | New | 7,309 | 287 | 0.08% | — | 170 | +7,309 | New | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 7,180 | 282 | 0.03% | 0.04% | 171 | -2,676 | -27.15% | Q4 2025 | Jan 27, 2026 |
| Korea Investment CORP | History | No change | 6,927 | 272 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,968 | 234 | 0.0% | 0.0% | 173 | +1,179 | 24.62% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,854 | 230 | 0.0% | 0.0% | 174 | -355 | -5.72% | Q4 2025 | Feb 10, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 5,600 | 220 | 0.0% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,546 | 218 | 0.0% | 0.0% | 176 | +2,592 | 87.75% | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | New | 5,405 | 212 | 0.16% | — | 177 | +5,405 | New | Q4 2025 | Jan 27, 2026 |
| TWINBEECH CAPITAL LP | History | New | 5,296 | 208 | 0.01% | — | 178 | +5,296 | New | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 5,200 | 204 | 0.0% | — | 179 | +5,200 | New | Q4 2025 | Feb 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 5,141 | 202 | 0.01% | — | 180 | +5,141 | New | Q4 2025 | Jan 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 4,924 | 193 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 4,705 | 184 | 0.09% | 0.09% | 182 | -300 | -5.99% | Q4 2025 | Jan 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 3,895 | 153 | 0.0% | 0.0% | 183 | +1,095 | 39.11% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 4,070 | 150 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RiverPark Advisors, LLC | History | Added to | 3,370 | 132 | 0.04% | 0.04% | 185 | +910 | 36.99% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 3,046 | 119 | 0.0% | 0.0% | 186 | -127,830 | -97.67% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,931 | 75 | 0.0% | 0.0% | 187 | -24 | -1.23% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,888 | 74 | 0.0% | 0.0% | 188 | +160 | 9.26% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,826 | 71 | 0.0% | — | 189 | +1,826 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,521 | 59 | 0.0% | 0.0% | 190 | -312 | -17.02% | Q4 2025 | Mar 16, 2026 |
| BARCLAYS PLC | History | Reduced | 1,389 | 54 | 0.0% | 0.0% | 191 | -326,304 | -99.58% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,213 | 47 | 0.0% | 0.0% | 192 | -271 | -18.26% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 1,129 | 44 | 0.0% | — | 193 | +1,129 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 844 | 33 | 0.0% | 0.0% | 195 | -215 | -20.3% | Q4 2025 | Feb 06, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 852 | 33 | 0.0% | 0.0% | 194 | -34 | -3.84% | Q4 2025 | Feb 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 764 | 30 | 0.0% | 0.0% | 196 | +56 | 7.91% | Q4 2025 | Feb 06, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 728 | 28 | 0.01% | 0.03% | 197 | -1,342 | -64.83% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 640 | 25 | 0.0% | 0.0% | 198 | -135 | -17.42% | Q4 2025 | Jan 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 563 | 22 | 0.01% | — | 199 | +563 | New | Q4 2025 | Jan 20, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 500 | 19 | 0.0% | 0.0% | 200 | -6,620 | -92.98% | Q4 2025 | Jan 27, 2026 |
| Leonteq Securities AG | History | New | 411 | 16 | 0.0% | — | 201 | +411 | New | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | New | 316 | 12 | 0.0% | — | 204 | +316 | New | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 326 | 12 | 0.0% | 0.0% | 202 | -11 | -3.26% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | No change | 325 | 12 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Added to | 283 | 11 | 0.0% | 0.0% | 205 | +80 | 39.41% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | New | 229 | 9 | 0.0% | — | 206 | +229 | New | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 254 | 9 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 208 | 8 | 0.0% | 0.0% | 208 | -583 | -73.7% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 121 | 4 | 0.0% | 0.0% | 210 | -259 | -68.16% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 85 | 4 | 0.0% | 0.0% | 209 | +41 | 93.18% | Q4 2025 | Feb 19, 2026 |
| Strive Financial Group ,LLC | History | New | 100 | 3 | 0.0% | — | 215 | +100 | New | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | New | 78 | 3 | 0.0% | — | 214 | +78 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 84 | 3 | 0.0% | 0.0% | 211 | +40 | 90.91% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 94 | 3 | 0.0% | 0.0% | 213 | -5 | -5.05% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ninepoint Partners LP | History | New | 53 | 2 | 0.0% | — | 216 | +53 | New | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | Reduced | 39 | 1 | 0.0% | 0.0% | 222 | -105 | -72.92% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | New | 49 | 1 | 0.0% | — | 221 | +49 | New | Q4 2025 | Feb 06, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 46 | 1 | 0.0% | — | 219 | +46 | New | Q4 2025 | Feb 11, 2026 |
| Altshuler Shaham Ltd | History | Added to | 50 | 1 | 0.0% | — | 218 | +30 | 150.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 31 | 1 | 0.0% | — | 220 | +29 | 1450.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 40 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bienville Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.47% | — | -215,347 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -203,682 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clal Insurance Enterprises Holdings Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -100,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -40,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,465 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,304 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -23,025 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,039 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -18,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -17,724 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,694 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.44% | — | -14,702 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -14,268 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,622 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -10,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,841 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Prostatis Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,113 | -100.0% | Q3 2025 | Nov 04, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,772 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,445 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,738 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bare Financial Services, Inc | History | Reduced | 12 | 0 | — | 0.0% | — | -55 | -82.09% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Mar 03, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 16 | 0 | — | — | — | -11 | -40.74% | Q4 2025 | Feb 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GAMMA Investing LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |