Globalstar, Inc. - GSAT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GROUP ONE TRADING LLC | History | Reduced | 5,076,100 | 309,845 | 0.54% | 0.33% | 1 | -74,700 | -1.45% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,066,790 | 309,276 | 0.0% | 0.0% | 2 | -166,931 | -3.19% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,198,817 | 256,295 | 0.0% | 0.0% | 3 | +369,624 | 9.65% | Q4 2025 | Feb 12, 2026 |
| Greenhouse Funds LLLP | History | Added to | 2,424,845 | 148,012 | 5.35% | 2.86% | 4 | +275,653 | 12.83% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,120,440 | 129,431 | 0.01% | 0.01% | 5 | -96,588 | -4.36% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,451,548 | 88,602 | 0.04% | 0.02% | 6 | +191,089 | 15.16% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,343,869 | 82,029 | 0.0% | 0.0% | 7 | +31,977 | 2.44% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,283,093 | 78,331 | 0.0% | 0.0% | 8 | +4,799 | 0.38% | Q4 2025 | Feb 09, 2026 |
| Hood River Capital Management LLC | History | Reduced | 1,238,132 | 75,575 | 0.83% | 0.57% | 9 | -90,979 | -6.85% | Q4 2025 | Feb 17, 2026 |
| BECK MACK & OLIVER LLC | History | Reduced | 1,139,151 | 69,533 | 1.26% | 0.77% | 10 | -30,118 | -2.58% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,088,100 | 66,417 | 0.04% | 0.02% | 11 | -134,294 | -10.99% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,039,343 | 63,441 | 0.0% | 0.0% | 12 | +694,913 | 201.76% | Q4 2025 | Feb 17, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 998,995 | 60,978 | 6.79% | 5.71% | 13 | -410,326 | -29.12% | Q4 2025 | Feb 17, 2026 |
| 140 Summer Partners LP | History | New | 917,500 | 56,004 | 4.14% | — | 14 | +917,500 | New | Q4 2025 | Feb 17, 2026 |
| Senvest Management, LLC | History | Reduced | 680,621 | 41,545 | 1.29% | 1.01% | 15 | -187,026 | -21.56% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 653,285 | 39,876 | 0.01% | 0.0% | 16 | -1,108 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 610,000 | 37,234 | 0.26% | 0.15% | 17 | +95,000 | 18.45% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 584,601 | 35,684 | 0.03% | 0.02% | 18 | +95,275 | 19.47% | Q4 2025 | Feb 13, 2026 |
| Broad Bay Capital Management, LP | History | Reduced | 556,997 | 33,999 | 3.56% | 4.35% | 19 | -408,740 | -42.32% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 539,817 | 32,952 | 0.0% | 0.0% | 20 | +157,443 | 41.18% | Q4 2025 | Feb 17, 2026 |
| American Alpha Advisors, LLC | History | Added to | 583,332 | 32,450 | 19.19% | 10.93% | 21 | +149,994 | 34.61% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 526,566 | 32,141 | 0.01% | 0.0% | 22 | +329,270 | 166.89% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 447,628 | 27,323 | 0.0% | 0.0% | 23 | -24,927 | -5.27% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 431,523 | 26,340 | 0.0% | 0.0% | 24 | +242,076 | 127.78% | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | Reduced | 429,749 | 26,231 | 0.31% | 0.19% | 25 | -9,289 | -2.12% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 424,410 | 25,905 | 0.0% | 0.0% | 26 | +727 | 0.17% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 417,254 | 25,469 | 0.0% | 0.0% | 27 | -168,308 | -28.74% | Q4 2025 | Mar 25, 2026 |
| Walleye Trading LLC | History | Added to | 341,000 | 20,814 | 0.03% | 0.02% | 28 | +36,500 | 11.99% | Q4 2025 | Feb 13, 2026 |
| SOFTBANK GROUP CORP. | History | No change | 321,003 | 19,594 | 0.13% | 0.04% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Defiance ETFs, LLC | History | New | 315,338 | 19,461 | 0.64% | — | 30 | +315,338 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 305,274 | 18,633 | 0.0% | 0.0% | 31 | -773,252 | -71.7% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 293,500 | 17,915 | 0.01% | — | 32 | +293,500 | New | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 293,481 | 17,914 | 0.0% | — | 33 | +293,481 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 257,882 | 15,741 | 0.0% | 0.0% | 34 | +85,381 | 49.5% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 229,078 | 13,982 | 1.07% | 0.56% | 35 | +33,333 | 17.03% | Q4 2025 | Jan 07, 2026 |
| Point72 Asset Management, L.P. | History | New | 219,700 | 13,410 | 0.01% | — | 36 | +219,700 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 218,134 | 13,314 | 0.01% | 0.01% | 37 | -164,127 | -42.94% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 215,681 | 13,169 | 0.0% | 0.0% | 38 | -94,475 | -30.46% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 187,925 | 11,470 | 0.01% | — | 39 | +187,925 | New | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 168,964 | 10,313 | 0.27% | 0.15% | 40 | +34,127 | 25.31% | Q4 2025 | Feb 02, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 167,389 | 10,217 | 1.56% | 1.08% | 41 | -26,954 | -13.87% | Q4 2025 | Feb 13, 2026 |
| PLUSTICK MANAGEMENT LLC | History | No change | 165,111 | 10,078 | 4.46% | 2.52% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 159,928 | 9,762 | 0.0% | 0.0% | 43 | +2,012 | 1.27% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Reduced | 155,900 | 9,516 | 0.02% | 0.01% | 44 | -67,900 | -30.34% | Q4 2025 | Mar 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 154,810 | 9,449 | 0.0% | 0.0% | 45 | +8,961 | 6.14% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 141,967 | 8,665 | 0.0% | 0.0% | 46 | -5,090 | -3.46% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 133,850 | 8,170 | 0.0% | — | 47 | +133,850 | New | Q4 2025 | Feb 13, 2026 |
| 683 Capital Management, LLC | History | Reduced | 117,000 | 7,141 | 0.31% | 0.23% | 48 | -3,000 | -2.5% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 116,400 | 7,105 | 0.02% | 0.01% | 49 | +59,277 | 103.77% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 116,310 | 7,099 | 0.0% | 0.0% | 50 | -821 | -0.7% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 112,668 | 6,952 | 0.01% | 0.0% | 51 | -21,117 | -15.78% | Q4 2025 | Jan 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 99,919 | 6,099 | 0.0% | 0.0% | 52 | +64,828 | 184.74% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 99,903 | 6,098 | 0.0% | 0.0% | 53 | +1,800 | 1.83% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 96,684 | 5,901 | 0.0% | 0.0% | 54 | -27,643 | -22.23% | Q4 2025 | Feb 11, 2026 |
| SIG BROKERAGE, LP | History | No change | 90,000 | 5,493 | 0.17% | 0.09% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | Reduced | 88,232 | 5,385 | 0.6% | 0.37% | 56 | -1,750 | -1.94% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 83,672 | 5,107 | 0.0% | 0.0% | 57 | +48,311 | 136.62% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Added to | 81,766 | 4,990 | 0.0% | 0.0% | 58 | +9,962 | 13.87% | Q4 2025 | Feb 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 78,881 | 4,814 | 0.06% | — | 59 | +78,881 | New | Q4 2025 | Feb 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 75,059 | 4,581 | 0.46% | 0.28% | 60 | -1,031 | -1.35% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 71,896 | 4,388 | 0.02% | — | 61 | +71,896 | New | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Added to | 66,500 | 4,175 | 0.35% | 0.3% | 62 | +150 | 0.23% | Q4 2025 | Jan 20, 2026 |
| LBP AM SA | History | New | 67,806 | 4,138 | 0.05% | — | 63 | +67,806 | New | Q4 2025 | Jan 26, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 61,510 | 3,755 | 0.0% | 0.0% | 64 | -11,009 | -15.18% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 61,100 | 3,729 | 0.01% | 1.11% | 65 | +54,500 | 825.76% | Q4 2025 | Feb 17, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 60,000 | 3,662 | 0.08% | — | 66 | +60,000 | New | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 56,223 | 3,431 | 0.01% | 0.01% | 67 | -53,958 | -48.97% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 56,056 | 3,421 | 0.0% | 0.0% | 68 | -100 | -0.18% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 52,748 | 3,219 | 0.0% | 0.0% | 69 | -8,083 | -13.29% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | New | 51,216 | 3,126 | 0.07% | — | 70 | +51,216 | New | Q4 2025 | Feb 17, 2026 |
| Anson Funds Management LP | History | Reduced | 50,000 | 3,052 | 0.29% | 0.49% | 71 | -100,000 | -66.67% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 48,084 | 2,935 | 0.0% | 0.0% | 72 | +1,269 | 2.71% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 47,776 | 2,916 | 0.0% | 0.0% | 73 | -684 | -1.41% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 44,145 | 2,694 | 0.0% | 0.0% | 74 | +26,676 | 152.7% | Q4 2025 | Feb 17, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 43,681 | 2,666 | 1.44% | 0.91% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 42,753 | 2,609 | 0.0% | 0.0% | 76 | -11,500 | -21.2% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 42,251 | 2,579 | 0.0% | 0.0% | 77 | +1,557 | 3.83% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 40,952 | 2,499 | 0.0% | 0.0% | 78 | -3,818 | -8.53% | Q4 2025 | Feb 13, 2026 |
| JT Stratford LLC | History | Reduced | 39,457 | 2,408 | 0.31% | 0.36% | 79 | -34,140 | -46.39% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 35,686 | 2,178 | 0.01% | — | 80 | +35,686 | New | Q4 2025 | Jan 30, 2026 |
| Legato Capital Management LLC | History | Reduced | 35,174 | 2,147 | 0.18% | 0.15% | 81 | -3,497 | -9.04% | Q4 2025 | Feb 06, 2026 |
| AMJ Financial Wealth Management | History | Added to | 33,946 | 2,072 | 0.49% | 0.09% | 82 | +23,133 | 213.94% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 33,940 | 2,071 | 0.0% | 0.0% | 83 | -2,024 | -5.63% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 32,498 | 1,983 | 0.0% | 0.0% | 84 | +19,843 | 156.8% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 32,200 | 1,965 | 0.01% | 0.01% | 85 | -4,364 | -11.94% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,717 | 1,813 | 0.0% | 0.0% | 86 | +2,390 | 8.75% | Q4 2025 | Feb 12, 2026 |
| CANNELL CAPITAL LLC | History | Reduced | 29,268 | 1,786 | 0.87% | 0.4% | 87 | -42,761 | -59.37% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,486 | 1,739 | 0.0% | 0.0% | 88 | +8,897 | 45.42% | Q4 2025 | Jan 09, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,015 | 1,710 | 0.01% | 0.01% | 89 | -865 | -3.0% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 27,506 | 1,678 | 0.0% | — | 90 | +27,506 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 25,946 | 1,583 | 0.0% | 0.0% | 91 | +1,324 | 5.38% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 24,848 | 1,516 | 0.0% | — | 92 | +24,848 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 24,576 | 1,500 | 0.0% | 0.02% | 93 | -408,417 | -94.32% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 24,327 | 1,484 | 0.0% | — | 94 | +24,327 | New | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 23,903 | 1,459 | 0.01% | 0.0% | 95 | +11,862 | 98.51% | Q4 2025 | Feb 13, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 22,000 | 1,342 | 0.26% | 0.18% | 96 | -3,200 | -12.7% | Q4 2025 | Jan 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 21,471 | 1,310 | 0.0% | 0.0% | 97 | +3,232 | 17.72% | Q4 2025 | Jan 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 20,388 | 1,244 | 0.06% | — | 98 | +20,388 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 20,335 | 1,241 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,013 | 1,221 | 0.0% | 0.0% | 100 | +8,185 | 69.2% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,106 | 1,218 | 0.0% | 0.0% | 101 | +248 | 1.39% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,995 | 1,159 | 0.0% | 0.0% | 102 | -52,885 | -73.57% | Q4 2025 | Feb 06, 2026 |
| MRP Capital Investments, LLC | History | Added to | 17,188 | 1,049 | 0.88% | 0.07% | 103 | +13,838 | 413.07% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 16,980 | 1,036 | 0.0% | 0.0% | 104 | +1,900 | 12.6% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 16,972 | 1,035 | 0.0% | — | 105 | +16,972 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 16,256 | 992 | 0.01% | 0.01% | 106 | +110 | 0.68% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | No change | 16,256 | 992 | 0.09% | 0.06% | 107 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,863 | 968 | 0.0% | 0.0% | 108 | +5,749 | 56.84% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 14,400 | 879 | 0.0% | 0.0% | 109 | +3,200 | 28.57% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 14,237 | 869 | 0.0% | 0.0% | 110 | -2,398 | -14.42% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 14,211 | 867 | 0.02% | 0.02% | 111 | -5,908 | -29.37% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 13,583 | 829 | 0.01% | 0.0% | 112 | -278 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 13,557 | 827 | 0.0% | 0.0% | 113 | -1,409 | -9.41% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,804 | 781 | 0.01% | 0.01% | 114 | +202 | 1.6% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 12,218 | 745 | 0.0% | — | 115 | +12,218 | New | Q4 2025 | Jan 22, 2026 |
| FreeGulliver LLC | History | New | 12,001 | 732 | 0.27% | — | 116 | +12,001 | New | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | New | 11,698 | 714 | 0.08% | — | 117 | +11,698 | New | Q4 2025 | Feb 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 11,495 | 701 | 0.08% | 0.05% | 118 | +50 | 0.44% | Q4 2025 | Feb 04, 2026 |
| Belvedere Trading LLC | History | Added to | 120,600 | 662 | 0.0% | 0.0% | 119 | +106,400 | 749.3% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,820 | 660 | 0.0% | 0.0% | 120 | +700 | 6.92% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,738 | 655 | 0.0% | 0.0% | 121 | -307 | -2.78% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 10,561 | 644 | 0.03% | 0.01% | 122 | +1,243 | 13.34% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,219 | 624 | 0.0% | — | 123 | +10,219 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 9,425 | 575 | 0.0% | 0.0% | 124 | +846 | 9.86% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | New | 9,101 | 555 | 0.0% | — | 125 | +9,101 | New | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | New | 9,017 | 550 | 0.0% | — | 127 | +9,017 | New | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,015 | 550 | 0.0% | 0.0% | 126 | -63 | -0.69% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | New | 8,900 | 543 | 0.0% | — | 128 | +8,900 | New | Q4 2025 | Feb 02, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,858 | 540 | 0.01% | — | 129 | +8,858 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,403 | 512 | 0.0% | 0.0% | 130 | +1,673 | 24.86% | Q4 2025 | Jan 29, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 8,370 | 510 | 0.03% | — | 131 | +8,370 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 7,090 | 432 | 0.0% | — | 132 | +7,090 | New | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 6,890 | 421 | 0.01% | 0.0% | 133 | +3,289 | 91.34% | Q4 2025 | Feb 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 6,666 | 407 | 0.03% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | Added to | 6,461 | 404 | 0.0% | 0.0% | 135 | +4,320 | 201.77% | Q4 2025 | Jan 26, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 6,414 | 391 | 0.0% | 0.0% | 136 | +2,767 | 75.87% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 6,146 | 375 | 0.0% | — | 137 | +6,146 | New | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | New | 6,078 | 371 | 0.0% | — | 138 | +6,078 | New | Q4 2025 | Feb 13, 2026 |
| Diametric Capital, LP | History | New | 6,000 | 366 | 0.1% | — | 139 | +6,000 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 5,986 | 365 | 0.0% | — | 140 | +5,986 | New | Q4 2025 | Mar 09, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,901 | 360 | 0.0% | 0.0% | 141 | -416 | -6.59% | Q4 2025 | Feb 13, 2026 |
| Inlight Wealth Management, LLC | History | No change | 5,866 | 358 | 0.13% | 0.1% | 142 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fund Advisors of America Inc/FL | History | New | 5,856 | 357 | 0.33% | — | 143 | +5,856 | New | Q4 2025 | Mar 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,786 | 353 | 0.0% | 0.0% | 144 | +46 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 5,745 | 350 | 0.03% | 0.03% | 145 | -3,084 | -34.93% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,690 | 347 | 0.0% | 0.0% | 146 | -531 | -8.54% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 5,504 | 335 | 0.0% | — | 147 | +5,504 | New | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | New | 5,473 | 334 | 0.0% | — | 148 | +5,473 | New | Q4 2025 | Jan 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 5,338 | 325 | 0.0% | — | 149 | +5,338 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,292 | 323 | 0.01% | 0.0% | 150 | +4,344 | 458.23% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 5,213 | 318 | 0.0% | — | 151 | +5,213 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | New | 5,193 | 316 | 0.0% | — | 152 | +5,193 | New | Q4 2025 | Feb 10, 2026 |
| Capula Management Ltd | History | Reduced | 5,121 | 312 | 0.0% | 0.0% | 153 | -1,009 | -16.46% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 5,125 | 312 | 0.03% | 0.02% | 154 | +116 | 2.32% | Q4 2025 | Feb 11, 2026 |
| Archford Capital Strategies, LLC | History | New | 5,001 | 305 | 0.04% | — | 155 | +5,001 | New | Q4 2025 | Jan 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,939 | 301 | 0.06% | 0.05% | 156 | -809 | -14.07% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | New | 4,866 | 297 | 0.0% | — | 157 | +4,866 | New | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | New | 4,804 | 293 | 0.05% | — | 158 | +4,804 | New | Q4 2025 | Feb 13, 2026 |
| Kassira Wealth Management LLC | History | New | 4,726 | 288 | 0.27% | — | 160 | +4,726 | New | Q4 2025 | Feb 03, 2026 |
| Virtu Financial LLC | History | New | 4,714 | 288 | 0.01% | — | 159 | +4,714 | New | Q4 2025 | Feb 23, 2026 |
| Vontobel Holding Ltd. | History | New | 4,583 | 279 | 0.0% | — | 161 | +4,583 | New | Q4 2025 | Feb 13, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 4,586 | 279 | 0.04% | 0.03% | 162 | -2,280 | -33.21% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 4,566 | 278 | 0.02% | — | 163 | +4,566 | New | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 4,235 | 258 | 0.01% | — | 164 | +4,235 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,192 | 255 | 0.01% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,076 | 248 | 0.01% | — | 166 | +4,076 | New | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,012 | 244 | 0.0% | 0.0% | 167 | -168 | -4.02% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 3,982 | 243 | 0.0% | 0.0% | 168 | -3,797 | -48.81% | Q4 2025 | Jan 30, 2026 |
| XPONANCE LLC | History | New | 3,976 | 242 | 0.0% | — | 169 | +3,976 | New | Q4 2025 | Feb 12, 2026 |
| Bridgefront Capital, LLC | History | New | 3,894 | 237 | 0.06% | — | 170 | +3,894 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 3,867 | 236 | 0.0% | — | 171 | +3,867 | New | Q4 2025 | Feb 05, 2026 |
| Ensign Peak Advisors, Inc | History | New | 3,800 | 231 | 0.0% | — | 172 | +3,800 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 3,775 | 230 | 0.0% | 0.0% | 173 | +2,844 | 305.48% | Q4 2025 | Jan 30, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 3,739 | 228 | 0.0% | — | 176 | +3,739 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 3,736 | 228 | 0.0% | — | 174 | +3,736 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,744 | 228 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | New | 3,614 | 220 | 0.04% | — | 177 | +3,614 | New | Q4 2025 | Mar 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,579 | 218 | 0.0% | — | 178 | +3,579 | New | Q4 2025 | Feb 18, 2026 |
| Clay Northam Wealth Management, LLC | History | New | 3,466 | 211 | 0.12% | — | 179 | +3,466 | New | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | New | 3,409 | 208 | 0.0% | — | 180 | +3,409 | New | Q4 2025 | Jan 27, 2026 |
| Parisi Gray Wealth Management | History | New | 3,333 | 203 | 0.05% | — | 181 | +3,333 | New | Q4 2025 | Jan 07, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,319 | 202 | 0.0% | — | 182 | +3,319 | New | Q4 2025 | Feb 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 2,900 | 177 | 0.07% | 0.05% | 183 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Inspire Investing, LLC | History | New | 2,753 | 168 | 0.02% | — | 184 | +2,753 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,675 | 163 | 0.01% | — | 185 | +2,675 | New | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,285 | 139 | 0.0% | — | 186 | +2,285 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 2,131 | 130 | 0.02% | 0.01% | 187 | +366 | 20.74% | Q4 2025 | Feb 09, 2026 |
| Leonteq Securities AG | History | Reduced | 1,866 | 113 | 0.0% | 0.0% | 188 | -1,345 | -41.89% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,576 | 96 | 0.0% | 0.0% | 189 | -126 | -7.4% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 1,260 | 77 | 0.0% | 0.0% | 190 | -64 | -4.83% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 1,246 | 76 | 0.02% | 0.0% | 191 | +1,045 | 519.9% | Q4 2025 | Jan 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,042 | 63 | 0.0% | 0.0% | 192 | -799 | -43.4% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,000 | 61 | 0.0% | — | 193 | +1,000 | New | Q4 2025 | Feb 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,194 | 60 | 0.0% | — | 194 | +1,194 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 935 | 57 | 0.0% | 0.0% | 195 | +430 | 85.15% | Q4 2025 | Feb 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 893 | 54 | 0.0% | 0.0% | 196 | -300 | -25.15% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 866 | 52 | 0.0% | 0.0% | 197 | +50 | 6.13% | Q4 2025 | Mar 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 731 | 45 | 0.0% | 0.0% | 198 | +198 | 37.15% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | No change | 625 | 38 | 0.01% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 542 | 33 | 0.0% | — | 200 | +542 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 514 | 31 | 0.0% | 0.0% | 201 | -84 | -14.05% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 30 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 485 | 29 | 0.0% | 0.0% | 203 | +115 | 31.08% | Q4 2025 | Feb 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 445 | 27 | 0.0% | — | 204 | +445 | New | Q4 2025 | Feb 11, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | New | 430 | 26 | 0.01% | — | 205 | +430 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 400 | 24 | 0.0% | 0.0% | 206 | +50 | 14.29% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 387 | 23 | 0.0% | 0.0% | 208 | -79 | -16.95% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 383 | 23 | 0.0% | 0.0% | 207 | -1 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 361 | 22 | 0.0% | — | 209 | +361 | New | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Added to | 340 | 20 | 0.0% | 0.0% | 210 | +300 | 750.0% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | Added to | 334 | 20 | 0.0% | 0.0% | 211 | +260 | 351.35% | Q4 2025 | Jan 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 320 | 19 | 0.0% | 0.0% | 212 | -320 | -50.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | New | 300 | 18 | 0.0% | — | 214 | +300 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 296 | 18 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 276 | 16 | 0.0% | 0.0% | 215 | -38 | -12.1% | Q4 2025 | Jan 23, 2026 |
| Orion Capital Management LLC | History | Added to | 245 | 14 | 0.0% | 0.0% | 216 | +75 | 44.12% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | New | 200 | 12 | 0.0% | — | 217 | +200 | New | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 170 | 10 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | No change | 166 | 10 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | New | 150 | 9 | 0.0% | — | 220 | +150 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 142 | 8 | 0.0% | 0.0% | 221 | +86 | 153.57% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 147 | 8 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 133 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 130 | 7 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aventura Private Wealth, LLC | History | New | 100 | 6 | 0.0% | — | 226 | +100 | New | Q4 2025 | Jan 07, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 108 | 6 | 0.0% | 0.0% | 225 | -45 | -29.41% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | New | 84 | 5 | 0.0% | — | 228 | +84 | New | Q4 2025 | Jan 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 87 | 5 | 0.0% | 0.0% | 227 | +2 | 2.35% | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 78 | 4 | 0.0% | — | 230 | +78 | New | Q4 2025 | Mar 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 78 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Planning,Inc | History | No change | 66 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | New | 57 | 3 | 0.0% | — | 235 | +57 | New | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 51 | 3 | 0.0% | — | 234 | +51 | New | Q4 2025 | Feb 17, 2026 |
| HOEY INVESTMENTS, INC | History | New | 50 | 3 | 0.0% | — | 233 | +50 | New | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 50 | 3 | 0.0% | 0.0% | 232 | +13 | 35.14% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 35 | 2 | 0.0% | 0.0% | 236 | -332 | -90.46% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 46 | 2 | 0.0% | 0.0% | 238 | -190 | -80.51% | Q4 2025 | Feb 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 32 | 1 | 0.0% | — | 243 | +26 | 433.33% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | New | 20 | 1 | 0.0% | — | 240 | +20 | New | Q4 2025 | Jan 23, 2026 |
| Trust Co | History | New | 20 | 1 | 0.0% | — | 242 | +20 | New | Q4 2025 | Jan 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 26 | 1 | 0.0% | — | 241 | +15 | 136.36% | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | No change | 20 | 1 | 0.0% | — | 239 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Long Focus Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -207,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Palogic Value Management, L.P. | History | Closed out | 0 | 0 | — | 0.55% | — | -37,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,346 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wolf Hill Capital Management, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -31,983 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -14,628 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -12,502 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,356 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,760 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,695 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,402 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,634 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,364 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,296 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Dakota Community Bank & Trust NA | History | Closed out | 0 | 0 | — | 0.18% | — | -1,275 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,106 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 9 | 0 | — | 0.01% | — | -1,011 | -99.12% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Reduced | 6 | 0 | — | 0.0% | — | -647 | -99.08% | Q4 2025 | Feb 13, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 16, 2026 |
| Blue Trust, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 24, 2026 |
| Concord Wealth Partners | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 16, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Harbor Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 07, 2026 |
| Center for Financial Planning, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 05, 2026 |
| Kilter Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 16 | 0 | — | — | — | +1 | 6.67% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HM PAYSON & CO | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Avengers, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |