GENWORTH FINANCIAL INC - GNW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 58,474,486 | 528,024 | 0.01% | 0.01% | 1 | -476,208 | -0.81% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 43,955,453 | 396,917 | 0.01% | 0.01% | 2 | -1,768,479 | -3.87% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 25,549,531 | 230,714 | 0.05% | 0.05% | 3 | -943,944 | -3.56% | Q4 2025 | Feb 12, 2026 |
| DONALD SMITH & CO., INC. | History | Reduced | 23,775,853 | 214,695 | 4.02% | 4.43% | 4 | -1,200,231 | -4.81% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Reduced | 17,093,300 | 154,352 | 0.01% | 0.01% | 5 | -815,748 | -4.55% | Q4 2025 | Feb 13, 2026 |
| River Road Asset Management, LLC | History | Reduced | 16,396,056 | 148,056 | 1.62% | 1.65% | 6 | -162,278 | -0.98% | Q4 2025 | Feb 24, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 10,389,438 | 93,816 | 0.05% | 0.04% | 7 | +821,904 | 8.59% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 9,895,219 | 89,367 | 0.01% | 0.01% | 8 | -185,802 | -1.84% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Added to | 9,781,111 | 88,323 | 0.02% | 0.02% | 9 | +223,279 | 2.34% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 7,443,519 | 67,214 | 0.0% | 0.0% | 10 | +147,287 | 2.02% | Q4 2025 | Feb 17, 2026 |
| GENDELL JEFFREY L | History | Added to | 6,485,888 | 58,567 | 1.02% | 0.4% | 11 | +4,065,684 | 167.99% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 5,680,337 | 51,293 | 0.03% | 0.03% | 12 | -809,512 | -12.47% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,166,772 | 46,655 | 0.01% | 0.01% | 13 | -333,340 | -6.06% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 5,084,432 | 45,912 | 0.0% | — | 14 | +5,084,432 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 4,883,475 | 44,097 | 0.01% | 0.01% | 15 | -241,238 | -4.71% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,693,839 | 42,385 | 0.0% | 0.0% | 16 | +583,563 | 14.2% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,632,722 | 41,833 | 0.01% | 0.01% | 17 | -906,823 | -16.37% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 3,598,588 | 32,495 | 0.01% | 0.0% | 18 | +3,099,582 | 621.15% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 3,437,849 | 31,043 | 0.0% | 0.01% | 19 | -397,201 | -10.36% | Q4 2025 | Feb 19, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,581,733 | 23,313 | 0.0% | 0.0% | 20 | -108,052 | -4.02% | Q4 2025 | Feb 10, 2026 |
| Whitefort Capital Management, LP | History | Reduced | 2,540,301 | 22,938 | 5.86% | 9.74% | 21 | -1,161,659 | -31.38% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,480,484 | 22,398 | 0.08% | 0.09% | 22 | -392,909 | -13.67% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,232,300 | 20,157 | 0.03% | 0.05% | 23 | -2,232,600 | -50.0% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,915,819 | 17,294 | 0.03% | 0.01% | 24 | +1,553,181 | 428.3% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,903,787 | 17,191 | 0.01% | 0.01% | 25 | -78,161 | -3.94% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,903,060 | 17,184 | 0.0% | 0.0% | 26 | +554,804 | 41.15% | Q4 2025 | Mar 25, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,724,343 | 15,570 | 0.01% | 0.01% | 27 | +312,027 | 22.09% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 1,630,980 | 14,727 | 0.02% | 0.02% | 28 | -226,325 | -12.19% | Q4 2025 | Jan 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,451,701 | 13,108 | 0.02% | 0.02% | 29 | -357,845 | -19.78% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 1,382,263 | 12,481 | 0.04% | 0.05% | 30 | -218,643 | -13.66% | Q4 2025 | Feb 13, 2026 |
| Shay Capital LLC | History | Added to | 1,320,305 | 11,922 | 1.23% | 0.68% | 31 | +445,305 | 50.89% | Q4 2025 | Feb 17, 2026 |
| Alta Fundamental Advisers LLC | History | Added to | 1,220,609 | 11,022 | 4.97% | 3.4% | 32 | +325,000 | 36.29% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,138,076 | 10,276 | 0.01% | 0.01% | 33 | -94,684 | -7.68% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,092,492 | 9,865 | 0.01% | 0.01% | 34 | +282,692 | 34.91% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,077,700 | 9,732 | 0.02% | 0.02% | 35 | -59,400 | -5.22% | Q4 2025 | Feb 06, 2026 |
| Man Group plc | History | Added to | 1,062,868 | 9,597 | 0.02% | 0.01% | 36 | +556,163 | 109.76% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 1,050,818 | 9,488 | 0.0% | 0.0% | 37 | -82,793 | -7.3% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,035,742 | 9,352 | 0.0% | 0.0% | 38 | -117,107 | -10.16% | Q4 2025 | Feb 18, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 1,006,060 | 9,084 | 0.06% | — | 39 | +1,006,060 | New | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,001,130 | 9,040 | 0.0% | 0.0% | 40 | -69,598 | -6.5% | Q4 2025 | Feb 17, 2026 |
| Newport Trust Company, LLC | History | Reduced | 976,323 | 8,816 | 0.02% | 0.02% | 41 | -40,252 | -3.96% | Q4 2025 | Feb 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 951,691 | 8,593 | 0.01% | 0.01% | 42 | -76,610 | -7.45% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 925,841 | 8,360 | 0.03% | — | 43 | +925,841 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 925,694 | 8,359 | 0.0% | 0.0% | 44 | -26,462 | -2.78% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 913,337 | 8,247 | 0.0% | 0.0% | 45 | -177,908 | -16.3% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 909,156 | 8,209 | 0.0% | 0.0% | 46 | +48,117 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 872,537 | 7,826 | 0.01% | 0.01% | 47 | -45,892 | -5.0% | Q4 2025 | Jan 15, 2026 |
| Caption Management, LLC | History | No change | 839,600 | 7,581 | 0.05% | 0.06% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 833,209 | 7,523 | 0.01% | 0.01% | 49 | +15,213 | 1.86% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 818,424 | 7,390 | 0.0% | 0.0% | 50 | -68,896 | -7.76% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 809,286 | 7,307 | 0.0% | 0.0% | 51 | +5,700 | 0.71% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 797,193 | 7,198 | 0.0% | 0.0% | 52 | -353,487 | -30.72% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 788,198 | 7,117 | 0.02% | 0.03% | 53 | -144,998 | -15.54% | Q4 2025 | Feb 12, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 732,035 | 6,610 | 0.1% | 0.1% | 54 | +50,680 | 7.44% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 720,212 | 6,503 | 0.01% | — | 55 | +720,212 | New | Q4 2025 | Feb 17, 2026 |
| VALUEWORKS LLC | History | Reduced | 709,716 | 6,408 | 1.69% | 1.85% | 56 | -4,650 | -0.65% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 685,939 | 6,194 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 670,335 | 6,053 | 0.0% | 0.0% | 58 | +66,629 | 11.04% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 663,921 | 5,995 | 0.01% | 0.0% | 59 | +293,501 | 79.23% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 652,766 | 5,894 | 0.0% | 0.0% | 60 | +43,346 | 7.11% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 647,154 | 5,844 | 0.01% | 0.0% | 61 | +643,324 | 16796.97% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 631,219 | 5,706 | 0.01% | 0.01% | 62 | +111,406 | 21.43% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 608,181 | 5,491 | 0.0% | 0.0% | 63 | -927,448 | -60.4% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 599,537 | 5,413 | 0.01% | 0.0% | 64 | +533,814 | 812.22% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 589,535 | 5,323 | 0.02% | 0.01% | 65 | +247,601 | 72.41% | Q4 2025 | Jan 29, 2026 |
| Factorial Partners, LLC | History | No change | 588,000 | 5,309 | 3.51% | 3.6% | 66 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 575,970 | 5,201 | 0.0% | 0.0% | 67 | +79,592 | 16.03% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 538,709 | 4,865 | 0.01% | 0.01% | 68 | -4,854 | -0.89% | Q4 2025 | Jan 30, 2026 |
| Trexquant Investment LP | History | Reduced | 525,166 | 4,742 | 0.04% | 0.09% | 69 | -499,178 | -48.73% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Reduced | 516,166 | 4,660 | 0.16% | 0.24% | 70 | -190,478 | -26.96% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 492,291 | 4,445 | 0.0% | 0.01% | 71 | -516,535 | -51.2% | Q4 2025 | Feb 11, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 487,400 | 4,401 | 2.15% | 2.59% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EJF Capital LP | History | Reduced | 478,000 | 4,316 | 2.45% | 2.59% | 73 | -24,000 | -4.78% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 471,812 | 4,260 | 0.0% | 0.0% | 74 | +137,839 | 41.27% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 461,910 | 4,172 | 0.0% | 0.0% | 75 | +7,960 | 1.75% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 453,690 | 4,096 | 0.01% | — | 76 | +453,690 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 434,183 | 3,921 | 0.01% | 0.0% | 77 | +334,280 | 334.6% | Q4 2025 | Jan 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 422,763 | 3,818 | 0.01% | 0.01% | 78 | -67,194 | -13.71% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 408,617 | 3,689 | 0.13% | 0.03% | 79 | +316,357 | 342.9% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 384,407 | 3,471 | 0.0% | 0.0% | 80 | -696 | -0.18% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 363,897 | 3,285 | 0.0% | 0.0% | 81 | +11,950 | 3.4% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 347,388 | 3,136 | 0.0% | 0.0% | 82 | +220,913 | 174.67% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 320,839 | 2,897 | 0.01% | 0.01% | 83 | -107,318 | -25.07% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 312,346 | 2,821 | 0.01% | 0.01% | 84 | -21,679 | -6.49% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 296,900 | 2,681 | 0.01% | 0.0% | 85 | +192,600 | 184.66% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 293,285 | 2,648 | 0.0% | 0.0% | 86 | -15,635 | -5.06% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 286,165 | 2,584 | 0.0% | 0.0% | 87 | -389,650 | -57.66% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 277,533 | 2,506 | 0.18% | 0.18% | 88 | +12,018 | 4.53% | Q4 2025 | Feb 17, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 257,595 | 2,326 | 0.63% | 0.68% | 89 | -15,450 | -5.66% | Q4 2025 | Feb 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 256,464 | 2,315 | 0.01% | 0.01% | 90 | +3,543 | 1.4% | Q4 2025 | Jan 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 246,727 | 2,227 | 0.05% | 0.02% | 91 | +170,031 | 221.69% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 233,264 | 2,106 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 227,342 | 2,052 | 0.02% | 0.02% | 93 | +4,230 | 1.9% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 222,624 | 2,010 | 0.0% | 0.0% | 94 | +94,467 | 73.71% | Q4 2025 | Jan 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 220,768 | 1,993 | 0.02% | 0.02% | 95 | -2,428 | -1.09% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 219,326 | 1,980 | 0.01% | 0.01% | 96 | -14,405 | -6.16% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 218,831 | 1,976 | 0.01% | 0.0% | 97 | +54,506 | 33.17% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 218,571 | 1,973 | 0.02% | 0.02% | 98 | +671 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Added to | 215,885 | 1,949 | 0.02% | 0.02% | 99 | +10,913 | 5.32% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | Added to | 214,198 | 1,934 | 0.05% | 0.02% | 100 | +171,059 | 396.53% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 208,476 | 1,882 | 0.03% | — | 101 | +208,476 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 199,722 | 1,803 | 0.1% | 0.05% | 102 | +117,325 | 142.39% | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | Reduced | 197,845 | 1,786 | 0.01% | 0.01% | 103 | -38,258 | -16.2% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 197,112 | 1,779 | 0.0% | 0.0% | 104 | -66,765 | -25.3% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 193,110 | 1,744 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 188,807 | 1,704 | 0.0% | 0.0% | 106 | -2,634 | -1.38% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 186,934 | 1,688 | 0.0% | 0.0% | 107 | +32,024 | 20.67% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 185,333 | 1,673 | 0.04% | 0.02% | 108 | +64,287 | 53.11% | Q4 2025 | Feb 17, 2026 |
| Gator Capital Management, LLC | History | No change | 184,575 | 1,666 | 0.34% | 0.42% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 183,855 | 1,660 | 0.02% | 0.02% | 110 | -4,784 | -2.54% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 183,000 | 1,652 | 0.03% | 0.03% | 111 | -5,700 | -3.02% | Q4 2025 | Jan 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 182,875 | 1,651 | 0.0% | — | 112 | +182,875 | New | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 163,760 | 1,478 | 0.03% | 0.19% | 113 | -731,040 | -81.7% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 160,260 | 1,447 | 0.01% | 0.0% | 114 | +33,196 | 26.13% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 158,000 | 1,426 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 150,069 | 1,359 | 0.0% | — | 116 | +150,069 | New | Q4 2025 | Mar 20, 2026 |
| CITIGROUP INC | History | Reduced | 140,863 | 1,271 | 0.0% | 0.0% | 117 | -92,137 | -39.54% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 127,300 | 1,149 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 126,324 | 1,141 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | Added to | 123,808 | 1,117 | 0.12% | 0.07% | 120 | +56,592 | 84.19% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 123,567 | 1,115 | 0.0% | 0.0% | 121 | -26,302 | -17.55% | Q4 2025 | Jan 27, 2026 |
| Evolution Advisers, Inc. | History | No change | 121,849 | 1,100 | 0.48% | 0.48% | 122 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 120,998 | 1,092 | 0.0% | 0.0% | 123 | -11,300 | -8.54% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 119,983 | 1,083 | 0.0% | — | 124 | +119,983 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 116,304 | 1,050 | 0.01% | 0.01% | 125 | -838 | -0.72% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 114,006 | 1,029 | 0.01% | 0.01% | 126 | -8,636 | -7.04% | Q4 2025 | Jan 28, 2026 |
| TWINBEECH CAPITAL LP | History | New | 109,200 | 986 | 0.07% | — | 127 | +109,200 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 109,149 | 985 | 0.01% | 0.01% | 128 | -5,003 | -4.38% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 107,745 | 973 | 0.0% | 0.0% | 129 | +37,300 | 52.95% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 118,479 | 970 | 0.01% | 0.01% | 130 | -21,598 | -15.42% | Q4 2025 | Jan 21, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 105,902 | 956 | 0.03% | 0.04% | 131 | -139,886 | -56.91% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 104,496 | 943 | 0.01% | 0.01% | 132 | -14,402 | -12.11% | Q4 2025 | Jan 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 104,220 | 941 | 0.05% | — | 133 | +104,220 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 98,873 | 892 | 0.0% | 0.0% | 134 | -5,653 | -5.41% | Q4 2025 | Feb 10, 2026 |
| Brookwood Investment Group LLC | History | New | 94,166 | 850 | 0.1% | — | 135 | +94,166 | New | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 93,606 | 845 | 0.0% | 0.0% | 136 | +3,654 | 4.06% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 92,585 | 840 | 0.0% | 0.0% | 137 | +4,206 | 4.76% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | No change | 91,985 | 830 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 91,384 | 825 | 0.01% | 0.01% | 139 | -1,100 | -1.19% | Q4 2025 | Feb 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 90,390 | 816 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 88,532 | 799 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 93,428 | 779 | 0.0% | 0.0% | 142 | -74,961 | -44.52% | Q4 2025 | Feb 18, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 84,691 | 764 | 0.01% | — | 143 | +84,691 | New | Q4 2025 | Feb 12, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 82,802 | 747 | 0.3% | 1.84% | 144 | +39,487 | 91.16% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 78,983 | 713 | 0.0% | 0.0% | 145 | +1,382 | 1.78% | Q4 2025 | Feb 06, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 76,782 | 693 | 0.47% | 0.49% | 146 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 75,093 | 678 | 0.01% | 0.01% | 147 | +38,089 | 102.93% | Q4 2025 | Feb 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 74,944 | 676 | 0.0% | 0.0% | 148 | +48,941 | 188.21% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 73,706 | 665 | 0.01% | 0.0% | 149 | +11,664 | 18.8% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 73,239 | 661 | 0.0% | 0.0% | 150 | -11,873 | -13.95% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 70,668 | 638 | 0.0% | 0.0% | 151 | +44,554 | 170.61% | Q4 2025 | Feb 18, 2026 |
| Diametric Capital, LP | History | New | 70,465 | 636 | 0.17% | — | 152 | +70,465 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 69,403 | 626 | 0.0% | 0.0% | 153 | -492,273 | -87.64% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 69,257 | 616 | 0.0% | 0.0% | 154 | +9,438 | 15.78% | Q4 2025 | Jan 08, 2026 |
| Pathstone Holdings, LLC | History | New | 67,978 | 613 | 0.0% | — | 155 | +67,978 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 66,974 | 604 | 0.02% | 0.02% | 156 | -457 | -0.68% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Added to | 66,430 | 599 | 0.0% | 0.0% | 157 | +247 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 66,192 | 597 | 0.01% | — | 158 | +66,192 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 65,494 | 591 | 0.0% | 0.0% | 159 | -49,374 | -42.98% | Q4 2025 | Jan 28, 2026 |
| Entropy Technologies, LP | History | Added to | 64,949 | 586 | 0.03% | 0.02% | 160 | +35,951 | 123.98% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 64,477 | 582 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pictet Asset Management Holding SA | History | No change | 64,423 | 581 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 61,838 | 558 | 0.01% | 0.01% | 163 | -1,044 | -1.66% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Added to | 59,446 | 536 | 0.0% | 0.0% | 164 | +11,070 | 22.88% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | No change | 58,700 | 530 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 58,609 | 529 | 0.0% | 0.0% | 166 | +18,120 | 44.75% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 58,408 | 527 | 0.01% | 0.01% | 167 | -597 | -1.01% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 57,489 | 519 | 0.0% | 0.0% | 168 | +11,629 | 25.36% | Q4 2025 | Feb 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 57,265 | 517 | 0.0% | 0.0% | 169 | -162 | -0.28% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 55,295 | 499 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 54,278 | 493 | 0.02% | 0.01% | 171 | +42,640 | 366.39% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 54,510 | 492 | 0.0% | 0.0% | 172 | +14,171 | 35.13% | Q4 2025 | Feb 10, 2026 |
| RM Financial Services, LLC | History | New | 53,750 | 485 | 0.43% | — | 173 | +53,750 | New | Q4 2025 | Feb 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 53,702 | 484 | 0.01% | 0.01% | 174 | +634 | 1.19% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 51,595 | 466 | 0.0% | 0.0% | 175 | +1,790 | 3.59% | Q4 2025 | Jan 26, 2026 |
| Inspire Investing, LLC | History | Added to | 51,693 | 466 | 0.04% | 0.04% | 176 | +792 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 51,129 | 461 | 0.0% | 0.0% | 177 | -21,543 | -29.64% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 50,719 | 457 | 0.0% | 0.0% | 178 | -35,309 | -41.04% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 50,281 | 454 | 0.0% | 0.0% | 179 | -16,938 | -25.2% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 50,340 | 454 | 0.0% | 0.0% | 180 | -509 | -1.0% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 48,985 | 442 | 0.01% | 0.01% | 181 | +31,169 | 174.95% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 46,168 | 416 | 0.0% | 0.0% | 182 | +8,928 | 23.97% | Q4 2025 | Feb 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 45,647 | 412 | 0.0% | 0.0% | 183 | -328 | -0.71% | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 44,678 | 403 | 0.01% | 0.01% | 184 | +823 | 1.88% | Q4 2025 | Jan 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 42,904 | 387 | 0.06% | 0.07% | 185 | -5,015 | -10.47% | Q4 2025 | Feb 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 42,704 | 385 | 0.12% | 0.06% | 186 | -425 | -0.99% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 42,014 | 379 | 0.0% | 0.0% | 187 | +10,271 | 32.36% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 41,191 | 372 | 0.0% | 0.0% | 188 | -122,477 | -74.83% | Q4 2025 | Feb 05, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 40,170 | 363 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 38,694 | 349 | 0.0% | 0.0% | 190 | +21,493 | 124.95% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 36,168 | 326 | 0.0% | 0.0% | 191 | +26,304 | 266.67% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 36,078 | 325 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,458 | 320 | 0.0% | 0.0% | 193 | -35,674 | -50.15% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 35,456 | 320 | 0.2% | — | 194 | +35,456 | New | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 34,404 | 311 | 0.0% | — | 195 | +34,404 | New | Q4 2025 | Feb 17, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 33,500 | 302 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 33,357 | 301 | 0.02% | — | 197 | +33,357 | New | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 33,013 | 298 | 0.01% | 0.01% | 198 | -1,415 | -4.11% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 35,205 | 296 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Reduced | 32,385 | 292 | 0.0% | 0.0% | 200 | -176 | -0.54% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 31,505 | 284 | 0.02% | — | 201 | +31,505 | New | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 31,000 | 279 | 0.22% | — | 202 | +31,000 | New | Q4 2025 | Jan 21, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 30,712 | 277 | 0.06% | 0.07% | 203 | -1,000 | -3.15% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 29,897 | 269 | 0.0% | 0.0% | 204 | -69,084 | -69.8% | Q4 2025 | Feb 06, 2026 |
| BAILARD, INC. | History | New | 29,306 | 264 | 0.01% | — | 205 | +29,306 | New | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 28,776 | 259 | 0.0% | 0.0% | 206 | +8,905 | 44.81% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 28,439 | 256 | 0.05% | 0.04% | 207 | +6,733 | 31.02% | Q4 2025 | Feb 04, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 26,905 | 242 | 0.0% | — | 208 | +26,905 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 26,380 | 238 | 0.0% | 0.0% | 209 | -1,388 | -5.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 25,788 | 226 | 0.02% | 0.02% | 210 | +3,057 | 13.45% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 24,322 | 219 | 0.0% | 0.0% | 212 | -56,650 | -69.96% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | No change | 24,333 | 219 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 23,662 | 213 | 0.0% | 0.0% | 213 | -4,872 | -17.07% | Q4 2025 | Feb 13, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 23,302 | 210 | 0.11% | 0.15% | 214 | -10,968 | -32.0% | Q4 2025 | Jan 30, 2026 |
| Forum Financial Management, LP | History | No change | 23,209 | 209 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 22,719 | 205 | 0.0% | 0.0% | 216 | -61,474 | -73.02% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 22,720 | 205 | 0.0% | 0.0% | 217 | +10,287 | 82.74% | Q4 2025 | Feb 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 22,666 | 204 | 0.04% | 0.04% | 218 | -287 | -1.25% | Q4 2025 | Jan 30, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 22,388 | 202 | 0.02% | 0.02% | 219 | -2,620 | -10.48% | Q4 2025 | Feb 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 21,581 | 194 | 0.0% | 0.0% | 220 | -38 | -0.18% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,464 | 193 | 0.0% | 0.0% | 221 | +6,363 | 42.14% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 21,006 | 191 | 0.0% | 0.0% | 222 | +3,003 | 16.68% | Q4 2025 | Jan 23, 2026 |
| Swiss Life Asset Management Ltd | History | New | 20,997 | 189 | 0.0% | — | 223 | +20,997 | New | Q4 2025 | Feb 04, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 21,030 | 189 | 0.09% | 0.1% | 224 | -4,040 | -16.11% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,225 | 182 | 0.0% | 0.0% | 225 | -36 | -0.18% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,940 | 180 | 0.0% | 0.0% | 227 | +2,059 | 11.52% | Q4 2025 | Jan 29, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 20,000 | 180 | 0.07% | 0.08% | 226 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 19,911 | 179 | 0.0% | 0.0% | 228 | +7,496 | 60.38% | Q4 2025 | Jan 26, 2026 |
| Objectivity Squared, LLC | History | Reduced | 19,182 | 173 | 0.1% | 0.11% | 229 | -725 | -3.64% | Q4 2025 | Feb 02, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 18,121 | 163 | 0.01% | 0.01% | 230 | -408 | -2.2% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,963 | 162 | 0.0% | 0.0% | 231 | +637 | 3.68% | Q4 2025 | Mar 09, 2026 |
| Storgate, LLC | History | New | 17,338 | 156 | 0.13% | — | 232 | +17,338 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 16,974 | 153 | 0.0% | — | 234 | +16,974 | New | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 17,013 | 153 | 0.0% | 0.0% | 233 | +165 | 0.98% | Q4 2025 | Jan 15, 2026 |
| Bay Capital Advisors, LLC | History | No change | 17,003 | 153 | 0.09% | 0.1% | 235 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,272 | 146 | 0.0% | 0.0% | 236 | +687 | 4.41% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Added to | 16,000 | 144 | 0.0% | 0.0% | 237 | +1,000 | 6.67% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Reduced | 15,734 | 142 | 0.0% | 0.01% | 238 | -438 | -2.71% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 15,709 | 141 | 0.01% | 0.01% | 239 | -323 | -2.01% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,582 | 140 | 0.0% | 0.0% | 240 | +3,141 | 25.25% | Q4 2025 | Jan 16, 2026 |
| GAMMA Investing LLC | History | Added to | 15,559 | 140 | 0.01% | 0.01% | 241 | +1,876 | 13.71% | Q4 2025 | Jan 05, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 15,448 | 139 | 0.03% | 0.17% | 242 | -110,221 | -87.71% | Q4 2025 | Feb 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 15,090 | 136 | 0.0% | 0.0% | 243 | -2,969 | -16.44% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 15,121 | 136 | 0.0% | 0.0% | 244 | -1,535 | -9.22% | Q4 2025 | Feb 11, 2026 |
| Alhambra Investment Management LLC | History | Added to | 15,171 | 136 | 0.06% | 0.06% | 245 | +171 | 1.14% | Q4 2025 | Jan 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,770 | 133 | 0.0% | 0.0% | 246 | +1,133 | 8.31% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,342 | 129 | 0.0% | 0.0% | 247 | +1,257 | 9.61% | Q4 2025 | Feb 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 14,020 | 126 | 0.0% | 0.0% | 248 | +34 | 0.24% | Q4 2025 | Jan 15, 2026 |
| Ethic Inc. | History | Reduced | 13,738 | 124 | 0.0% | 0.0% | 249 | -272 | -1.94% | Q4 2025 | Feb 03, 2026 |
| KBC Group NV | History | No change | 13,606 | 123 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | Reduced | 13,482 | 122 | 0.06% | 0.08% | 251 | -2,097 | -13.46% | Q4 2025 | Feb 06, 2026 |
| EMC Capital Management | History | Reduced | 13,363 | 121 | 0.05% | 0.07% | 252 | -2,358 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Jain Global LLC | History | New | 13,062 | 117 | 0.0% | — | 255 | +13,062 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 12,958 | 117 | 0.0% | 0.0% | 253 | -284 | -2.14% | Q4 2025 | Feb 09, 2026 |
| Empowered Funds, LLC | History | Added to | 13,022 | 117 | 0.0% | 0.0% | 254 | +132 | 1.02% | Q4 2025 | Feb 18, 2026 |
| Brooklyn Investment Group | History | New | 12,696 | 115 | 0.01% | — | 257 | +12,696 | New | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,800 | 115 | 0.0% | 0.0% | 256 | -1,300 | -9.22% | Q4 2025 | Feb 02, 2026 |
| Abel Hall, LLC | History | Added to | 12,672 | 114 | 0.03% | 0.04% | 258 | +1,348 | 11.9% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 12,566 | 113 | 0.0% | — | 259 | +12,566 | New | Q4 2025 | Jan 14, 2026 |
| DRW Securities, LLC | History | New | 12,305 | 111 | 0.0% | — | 260 | +12,305 | New | Q4 2025 | Feb 12, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 12,000 | 108 | 0.04% | 0.05% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 11,864 | 107 | 0.02% | 0.02% | 262 | -62 | -0.52% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 11,791 | 106 | 0.0% | 0.0% | 263 | +238 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | No change | 11,480 | 103 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | New | 11,386 | 102 | 0.0% | — | 265 | +11,386 | New | Q4 2025 | Jan 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 11,384 | 102 | 0.0% | 0.01% | 266 | -10,235 | -47.34% | Q4 2025 | Feb 12, 2026 |
| Essex LLC | History | No change | 11,300 | 102 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 11,200 | 101 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 11,107 | 100 | 0.0% | 0.0% | 269 | -94,983 | -89.53% | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 15,090 | 100 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | New | 10,995 | 99 | 0.0% | — | 271 | +10,995 | New | Q4 2025 | Feb 17, 2026 |
| Auxano Advisors, LLC | History | Added to | 11,026 | 99 | 0.02% | 0.02% | 272 | +26 | 0.24% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,882 | 98 | 0.0% | 0.0% | 273 | +817 | 8.12% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,652 | 96 | 0.0% | — | 274 | +10,652 | New | Q4 2025 | Feb 17, 2026 |
| Allen Capital Group, LLC | History | New | 10,473 | 94 | 0.01% | — | 276 | +10,473 | New | Q4 2025 | Feb 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 10,500 | 94 | 0.0% | 0.0% | 275 | -101 | -0.95% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | New | 10,404 | 93 | 0.0% | — | 279 | +10,404 | New | Q4 2025 | Jan 20, 2026 |
| NDVR, Inc. | History | Reduced | 10,350 | 93 | 0.08% | 0.15% | 280 | -9,488 | -47.83% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 10,404 | 93 | 0.0% | 0.0% | 277 | +4,817 | 86.22% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,327 | 93 | 0.0% | 0.0% | 278 | -634 | -5.78% | Q4 2025 | Jan 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 10,194 | 92 | 0.02% | 0.02% | 281 | -470 | -4.41% | Q4 2025 | Feb 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 9,033 | 81 | 0.01% | — | 282 | +9,033 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,903 | 80 | 0.0% | 0.0% | 283 | +1,561 | 21.26% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8,351 | 75 | 0.0% | 0.0% | 284 | -10,957 | -56.75% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,159 | 64 | 0.0% | 0.0% | 285 | +3,966 | 124.21% | Q4 2025 | Mar 16, 2026 |
| DANSKE BANK A/S | History | No change | 6,700 | 60 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 6,493 | 58 | 0.02% | 0.03% | 287 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,093 | 46 | 0.0% | 0.0% | 288 | +1,631 | 47.11% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 4,166 | 37 | 0.0% | 0.0% | 289 | +22 | 0.53% | Q4 2025 | Jan 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,004 | 36 | 0.0% | 0.0% | 290 | +356 | 9.76% | Q4 2025 | Jan 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 3,671 | 33 | 0.0% | 0.0% | 291 | -63 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Founders Capital Management | History | Reduced | 3,000 | 27 | 0.01% | 0.04% | 292 | -5,300 | -63.86% | Q4 2025 | Jan 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 3,006 | 27 | 0.0% | 0.0% | 293 | -273 | -8.33% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,715 | 25 | 0.0% | 0.0% | 294 | +373 | 15.93% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,868 | 25 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | No change | 2,726 | 24 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Added to | 2,551 | 23 | 0.0% | 0.0% | 298 | +463 | 22.17% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,589 | 23 | 0.0% | 0.0% | 297 | +248 | 10.59% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 1,976 | 17 | 0.0% | 0.0% | 300 | +803 | 68.46% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,979 | 17 | 0.0% | 0.0% | 299 | -33 | -1.64% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,874 | 16 | 0.0% | 0.0% | 302 | +314 | 20.13% | Q4 2025 | Feb 10, 2026 |
| Byrne Asset Management LLC | History | No change | 1,800 | 16 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WealthCollab, LLC | History | No change | 1,794 | 16 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | Reduced | 1,575 | 14 | 0.0% | 0.0% | 304 | -21,719 | -93.24% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,539 | 13 | 0.0% | 0.0% | 305 | +1,187 | 337.22% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,313 | 11 | 0.0% | — | 306 | +1,313 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 1,129 | 10 | 0.0% | 0.0% | 308 | +129 | 12.9% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,196 | 10 | 0.0% | 0.0% | 307 | -35 | -2.84% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 1,031 | 9 | 0.0% | — | 310 | +1,031 | New | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,040 | 9 | 0.0% | 0.0% | 309 | -96 | -8.45% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 1,061 | 8 | 0.0% | — | 312 | +1,061 | New | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 937 | 8 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 993 | 8 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| LRI Investments, LLC | History | No change | 991 | 8 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bare Financial Services, Inc | History | Added to | 868 | 7 | 0.0% | 0.0% | 315 | +245 | 39.33% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 681 | 6 | 0.0% | 0.0% | 316 | +248 | 57.27% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 637 | 5 | 0.0% | — | 317 | +637 | New | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | New | 500 | 4 | 0.0% | — | 318 | +500 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 500 | 4 | 0.0% | — | 319 | +500 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 528 | 4 | 0.0% | 0.0% | 320 | +397 | 303.05% | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | No change | 538 | 4 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 381 | 3 | 0.0% | 0.0% | 323 | +113 | 42.16% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 427 | 3 | 0.0% | 0.0% | 324 | -1 | -0.23% | Q4 2025 | Jan 15, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 365 | 3 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Optiver Holding B.V. | History | Reduced | 300 | 2 | 0.0% | 0.0% | 329 | -1,059 | -77.92% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | New | 245 | 2 | 0.0% | — | 328 | +245 | New | Q4 2025 | Feb 05, 2026 |
| Kilter Group LLC | History | Added to | 312 | 2 | 0.0% | 0.0% | 331 | +112 | 56.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 264 | 2 | 0.0% | 0.0% | 330 | +58 | 28.16% | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 240 | 2 | 0.0% | 0.0% | 325 | -30 | -11.11% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 224 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 261 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 132 | 1 | 0.0% | 0.01% | 336 | -2,848 | -95.57% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 206 | 1 | 0.0% | — | 340 | +206 | New | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 195 | 1 | 0.0% | — | 341 | +195 | New | Q4 2025 | Jan 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 157 | 1 | 0.0% | — | 338 | +157 | New | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 218 | 1 | 0.0% | — | 337 | +134 | 159.52% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 163 | 1 | 0.0% | 0.0% | 335 | -62 | -27.56% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | No change | 158 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 158 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | No change | 124 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WPG Advisers, LLC | History | No change | 169 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -849,629 | -100.0% | Q3 2025 | Dec 15, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -431,677 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -425,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.14% | — | -419,766 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300,000 | -100.0% | Q3 2025 | Mar 30, 2026 |
| ALGEBRIS (UK) LTD | History | Closed out | 0 | 0 | — | 0.27% | — | -271,928 | -100.0% | Q3 2025 | Oct 31, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -218,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -182,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -160,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.84% | — | -141,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.21% | — | -134,519 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92,560 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Severin Investments, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -59,479 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -50,701 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -35,394 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,471 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,787 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,025 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -17,666 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,753 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,499 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,348 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlas Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,312 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,168 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,050 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,414 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,572 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -769 | -94.36% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -752 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 74 | 0 | — | 0.0% | — | -682 | -90.21% | Q4 2025 | Feb 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 19, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Oct 23, 2025 |
| DV Trading LLC | History | New | 101 | 0 | — | — | — | +101 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | New | 96 | 0 | — | — | — | +96 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Deseret Mutual Benefit Administrators | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Commonwealth Retirement Investments LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 96 | 0 | — | — | — | +42 | 77.78% | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Dec 15, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 41 | 0 | — | — | — | -22 | -34.92% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 48 | 0 | — | — | — | +12 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 57 | 0 | — | — | — | +12 | 26.67% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HFM Investment Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |