ZoomInfo Technologies Inc. - GTM
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 25,114,644 | 255,415 | 0.0% | 0.0% | 1 | -632,536 | -2.46% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 24,718,922 | 251,391 | 0.0% | 0.0% | 2 | -856,090 | -3.35% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 23,473,263 | 238,723 | 0.01% | 0.01% | 3 | +2,604,302 | 12.48% | Q4 2025 | Feb 17, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | Added to | 20,005,242 | 203,453 | 4.14% | 4.49% | 4 | +1,500,000 | 8.11% | Q4 2025 | Feb 17, 2026 |
| Sachem Head Capital Management LP | History | Reduced | 14,795,000 | 150,465 | 3.53% | 4.74% | 5 | -600,000 | -3.9% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 12,108,399 | 123,138 | 0.03% | 0.02% | 6 | +1,619,901 | 15.44% | Q4 2025 | Feb 12, 2026 |
| Greenhouse Funds LLLP | History | Reduced | 10,632,097 | 108,128 | 3.91% | 4.64% | 7 | -992,701 | -8.54% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 10,181,382 | 103,545 | 0.23% | 0.18% | 8 | +2,674,753 | 35.63% | Q4 2025 | Feb 06, 2026 |
| RPD Fund Management LLC | History | Added to | 9,628,318 | 97,919 | 42.45% | 55.25% | 9 | +1,564,102 | 19.4% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,130,706 | 92,859 | 0.01% | 0.0% | 10 | +2,286,555 | 33.41% | Q4 2025 | Feb 11, 2026 |
| Jericho Capital Asset Management L.P. | History | No change | 8,793,670 | 89,431 | 1.02% | 1.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 8,593,974 | 87,400 | 0.0% | 0.0% | 12 | -194,738 | -2.22% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 5,450,335 | 55,440 | 0.0% | 0.0% | 13 | -127,350 | -2.28% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,388,780 | 44,063 | 0.02% | 0.05% | 14 | -2,534,404 | -36.61% | Q4 2025 | Feb 17, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 3,670,164 | 37,325 | 0.03% | 0.04% | 15 | -1,173,307 | -24.22% | Q4 2025 | Feb 11, 2026 |
| Park West Asset Management LLC | History | Added to | 3,500,000 | 35,595 | 2.96% | 1.67% | 16 | +1,686,232 | 92.97% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Added to | 3,395,662 | 34,533 | 0.09% | 0.0% | 17 | +3,358,108 | 8942.08% | Q4 2025 | Feb 24, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 3,317,575 | 33,739 | 2.17% | 2.44% | 18 | -280,872 | -7.81% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 3,090,263 | 31,427 | 0.0% | — | 19 | +3,090,263 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,024,427 | 30,758 | 0.0% | 0.0% | 20 | +1,477,191 | 95.47% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 3,000,000 | 30,510 | 0.05% | 0.05% | 21 | +250,000 | 9.09% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 2,454,885 | 24,966 | 0.0% | 0.0% | 22 | +973,506 | 65.72% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,408,049 | 24,489 | 0.0% | 0.0% | 23 | +126,784 | 5.56% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,350,874 | 23,908 | 0.0% | 0.0% | 24 | -192,627 | -7.57% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,157,576 | 21,942 | 0.01% | 0.02% | 25 | -2,360,427 | -52.24% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,921,205 | 19,538 | 0.07% | 0.07% | 26 | +280,391 | 17.09% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 1,820,571 | 18,515 | 0.04% | — | 27 | +1,820,571 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,734,430 | 17,639 | 0.0% | 0.0% | 28 | +33,742 | 1.98% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 1,587,051 | 16,140 | 0.02% | 0.01% | 29 | +1,257,353 | 381.37% | Q4 2025 | Feb 11, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | New | 1,493,867 | 15,192 | 3.27% | — | 30 | +1,493,867 | New | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 1,479,924 | 15,050 | 0.32% | 0.33% | 31 | +120,045 | 8.83% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 1,445,218 | 14,697 | 1.08% | 1.0% | 32 | +274,961 | 23.5% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,424,261 | 14,484 | 0.0% | 0.0% | 33 | -1,090,010 | -43.35% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 1,417,099 | 14,411 | 0.05% | 0.05% | 34 | -9,929 | -0.7% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Added to | 1,272,459 | 12,940 | 0.0% | 0.0% | 35 | +201,377 | 18.8% | Q4 2025 | Feb 19, 2026 |
| Jain Global LLC | History | Added to | 1,177,432 | 11,974 | 0.06% | 0.04% | 36 | +447,580 | 61.32% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,050,414 | 10,682 | 0.01% | 0.08% | 37 | -3,098,071 | -74.68% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,048,565 | 10,663 | 0.0% | 0.0% | 38 | -821,059 | -43.92% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,047,103 | 10,649 | 0.0% | 0.0% | 39 | +697,796 | 199.77% | Q4 2025 | Feb 17, 2026 |
| Kinetic Partners Management, LP | History | Reduced | 1,046,480 | 10,642 | 0.52% | 0.7% | 40 | -272,000 | -20.63% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,029,537 | 10,470 | 0.01% | 0.02% | 41 | -119,932 | -10.43% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 946,376 | 9,624 | 0.0% | 0.0% | 42 | +82,114 | 9.5% | Q4 2025 | Mar 25, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 940,620 | 9,566 | 0.08% | — | 43 | +940,620 | New | Q4 2025 | Feb 10, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | Reduced | 853,275 | 8,677 | 3.64% | 3.51% | 44 | -45,061 | -5.02% | Q4 2025 | Feb 13, 2026 |
| Ardmore Road Asset Management LP | History | New | 827,658 | 8,417 | 0.64% | — | 45 | +827,658 | New | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 826,364 | 8,404 | 0.02% | 0.01% | 46 | -83,440 | -9.17% | Q4 2025 | Mar 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 820,934 | 8,348 | 0.01% | — | 47 | +820,934 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 812,129 | 8,259 | 0.0% | 0.0% | 48 | -23,302 | -2.79% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 776,599 | 7,793 | 0.0% | 0.0% | 49 | -32,636 | -4.03% | Q4 2025 | Feb 18, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 741,815 | 7,544 | 0.21% | 0.21% | 50 | +119,200 | 19.15% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 704,471 | 7,164 | 0.0% | 0.0% | 51 | +180,670 | 34.49% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 698,089 | 7,099 | 0.01% | 0.01% | 52 | +153,006 | 28.07% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 697,443 | 7,092 | 0.01% | 0.01% | 53 | -54,574 | -7.26% | Q4 2025 | Feb 13, 2026 |
| Dragoneer Investment Group, LLC | History | No change | 670,000 | 6,813 | 0.15% | 0.16% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 657,776 | 6,689 | 0.01% | 0.01% | 55 | +11,263 | 1.74% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 648,083 | 6,591 | 0.0% | 0.0% | 56 | +307,688 | 90.39% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | New | 624,423 | 6,350 | 0.06% | — | 57 | +624,423 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 621,572 | 6,321 | 0.0% | 0.0% | 58 | -1,585,279 | -71.83% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 589,862 | 5,998 | 0.0% | 0.0% | 59 | -33,838 | -5.43% | Q4 2025 | Feb 02, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 572,579 | 5,799 | 0.01% | 0.01% | 60 | +167,329 | 41.29% | Q4 2025 | Jan 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 570,100 | 5,797 | 0.0% | 0.0% | 61 | +121,300 | 27.03% | Q4 2025 | Feb 17, 2026 |
| Crescent Park Management, L.P. | History | Reduced | 568,121 | 5,777 | 3.53% | 3.3% | 62 | -184,491 | -24.51% | Q4 2025 | Feb 13, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 551,600 | 5,610 | 3.18% | 3.51% | 63 | -19,400 | -3.4% | Q4 2025 | Feb 03, 2026 |
| Swiss National Bank | History | Reduced | 533,900 | 5,429 | 0.0% | 0.0% | 64 | -8,200 | -1.51% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 469,585 | 4,775 | 0.0% | 0.0% | 65 | -41,066 | -8.04% | Q4 2025 | Feb 12, 2026 |
| Sone Capital Management, LLC | History | New | 467,802 | 4,757 | 0.39% | — | 66 | +467,802 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 465,782 | 4,736 | 0.01% | — | 67 | +465,782 | New | Q4 2025 | Feb 13, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 462,692 | 4,705 | 0.17% | 0.14% | 68 | +71,998 | 18.43% | Q4 2025 | Feb 13, 2026 |
| Circumference Group LLC | History | Added to | 455,000 | 4,627 | 4.99% | 5.0% | 69 | +45,000 | 10.98% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 449,078 | 4,567 | 0.0% | 0.0% | 70 | +55,930 | 14.23% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Reduced | 433,436 | 4,408 | 0.0% | 0.0% | 71 | -840,668 | -65.98% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 406,525 | 4,134 | 0.01% | 0.01% | 72 | -275,580 | -40.4% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 403,071 | 4,099 | 0.0% | 0.0% | 73 | -83,739 | -17.2% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 402,287 | 4,091 | 0.0% | 0.0% | 74 | -41,556 | -9.36% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 391,400 | 3,980 | 0.01% | 0.01% | 75 | +55,300 | 16.45% | Q4 2025 | Feb 17, 2026 |
| Kerrisdale Advisers, LLC | History | No change | 348,428 | 3,543 | 1.67% | 1.97% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 336,724 | 3,424 | 0.0% | 0.0% | 77 | -757,703 | -69.23% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 301,400 | 3,065 | 0.01% | 0.01% | 78 | +38,377 | 14.59% | Q4 2025 | Feb 13, 2026 |
| Villanova Investment Management Co LLC | History | Added to | 283,659 | 2,884 | 2.03% | 2.04% | 79 | +14,009 | 5.2% | Q4 2025 | Feb 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 281,986 | 2,867 | 0.0% | 0.0% | 80 | +34,344 | 13.87% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 280,277 | 2,850 | 0.0% | 0.0% | 81 | +265,593 | 1808.72% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 262,484 | 2,669 | 0.02% | 0.01% | 82 | +186,484 | 245.37% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 254,191 | 2,585 | 0.0% | 0.0% | 83 | -10,767 | -4.06% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 246,388 | 2,505 | 0.0% | — | 84 | +246,388 | New | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 246,385 | 2,505 | 0.06% | 0.06% | 85 | +8,200 | 3.44% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | New | 243,150 | 2,472 | 0.07% | — | 86 | +243,150 | New | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 242,259 | 2,463 | 0.0% | 0.0% | 87 | +1,300 | 0.54% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 241,297 | 2,454 | 0.0% | 0.0% | 88 | -2,591,925 | -91.48% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 237,828 | 2,419 | 0.0% | 0.0% | 89 | +7,951 | 3.46% | Q4 2025 | Jan 30, 2026 |
| Empowered Funds, LLC | History | Added to | 230,050 | 2,339 | 0.04% | 0.0% | 90 | +197,077 | 597.69% | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 229,961 | 2,338 | 0.0% | 0.01% | 91 | -266,751 | -53.7% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 229,697 | 2,336 | 0.01% | 0.01% | 92 | +19,097 | 9.07% | Q4 2025 | Jan 30, 2026 |
| Cynosure Group, LLC | History | Reduced | 227,765 | 2,316 | 0.24% | 0.33% | 93 | -53,078 | -18.9% | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 205,000 | 2,084 | 0.03% | 0.02% | 94 | +65,000 | 46.43% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Added to | 202,181 | 2,056 | 0.05% | 0.01% | 95 | +190,702 | 1661.31% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 201,875 | 2,052 | 0.0% | 0.0% | 96 | +163,793 | 430.11% | Q4 2025 | Feb 13, 2026 |
| Utah Retirement Systems | History | Reduced | 201,023 | 2,044 | 0.02% | 0.02% | 97 | -1,135 | -0.56% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 200,768 | 2,013 | 0.0% | — | 98 | +200,768 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 189,681 | 1,929 | 0.0% | — | 100 | +189,681 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 189,989 | 1,929 | 0.0% | 0.0% | 99 | +180,598 | 1923.1% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 181,796 | 1,848 | 0.01% | 0.01% | 101 | -24,204 | -11.75% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 170,575 | 1,734 | 0.01% | 0.0% | 102 | +128,376 | 304.22% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 170,295 | 1,731 | 0.0% | 0.0% | 103 | -6,739 | -3.81% | Q4 2025 | Feb 12, 2026 |
| Magnetar Financial LLC | History | New | 161,936 | 1,646 | 0.02% | — | 104 | +161,936 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 160,923 | 1,635 | 0.0% | 0.0% | 105 | -39,140 | -19.56% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 160,585 | 1,633 | 0.01% | 0.01% | 106 | -33,138 | -17.11% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 156,092 | 1,587 | 0.0% | 0.01% | 107 | -49,314 | -24.01% | Q4 2025 | Jan 26, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 155,400 | 1,580 | 0.1% | 0.09% | 108 | +26,985 | 21.01% | Q4 2025 | Feb 10, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 147,000 | 1,494 | 0.36% | 0.25% | 109 | +42,000 | 40.0% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 144,785 | 1,472 | 0.0% | 0.0% | 110 | +3,873 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Ionic Capital Management LLC | History | Added to | 140,504 | 1,428 | 0.18% | 0.02% | 111 | +119,310 | 562.94% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 134,860 | 1,371 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 133,836 | 1,361 | 0.01% | 0.01% | 113 | -10,534 | -7.3% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 129,425 | 1,357 | 0.0% | 0.0% | 114 | -23,385 | -15.3% | Q4 2025 | Jan 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 131,932 | 1,341 | 0.0% | 0.0% | 115 | +15,532 | 13.34% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 128,004 | 1,301 | 0.02% | 0.02% | 116 | -33,263 | -20.63% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 125,656 | 1,278 | 0.01% | 0.01% | 117 | -3,291 | -2.55% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 125,235 | 1,272 | 0.0% | — | 118 | +125,235 | New | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 121,589 | 1,236 | 0.0% | 0.02% | 119 | -558,991 | -82.13% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 117,547 | 1,195 | 0.01% | 0.01% | 120 | -13,131 | -10.05% | Q4 2025 | Feb 13, 2026 |
| Vinva Investment Management Ltd | History | New | 79,231 | 1,186 | 0.01% | — | 121 | +79,231 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 114,115 | 1,160 | 0.01% | 0.01% | 122 | -15,378 | -11.88% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 111,142 | 1,130 | 0.0% | 0.0% | 123 | -21,735 | -16.36% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 109,763 | 1,116 | 0.02% | 0.04% | 124 | -29,602 | -21.24% | Q4 2025 | Jan 28, 2026 |
| Redwood Investment Management, LLC | History | New | 109,564 | 1,114 | 0.13% | — | 125 | +109,564 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 109,416 | 1,112 | 0.0% | 0.0% | 126 | +74,861 | 216.64% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 95,166 | 967 | 0.01% | — | 127 | +95,166 | New | Q4 2025 | Feb 11, 2026 |
| Friedenthal Financial | History | New | 94,789 | 964 | 0.5% | — | 128 | +94,789 | New | Q4 2025 | Jan 27, 2026 |
| OSSIAM | History | No change | 94,429 | 960 | 0.02% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 94,100 | 957 | 0.0% | 0.0% | 130 | +25,500 | 37.17% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 91,954 | 935 | 0.0% | 0.01% | 131 | -885,385 | -90.59% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 87,797 | 893 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Calydon Capital | History | Reduced | 84,210 | 856 | 0.14% | 1.7% | 133 | -892,298 | -91.38% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 83,414 | 848 | 0.0% | 0.0% | 134 | +15,147 | 22.19% | Q4 2025 | Jan 27, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 105,381 | 848 | 0.0% | 0.0% | 135 | -4,513 | -4.11% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 82,706 | 841 | 0.0% | 0.0% | 136 | -12,321 | -12.97% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 80,976 | 823 | 0.0% | 0.0% | 137 | -17,190 | -17.51% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 80,916 | 822 | 0.01% | 0.0% | 138 | +34,757 | 75.3% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 80,320 | 816 | 0.09% | 0.06% | 140 | +35,284 | 78.35% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 80,272 | 816 | 0.0% | 0.0% | 139 | +2,559 | 3.29% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 79,179 | 805 | 0.0% | 0.0% | 141 | -24,215 | -23.42% | Q4 2025 | Jan 28, 2026 |
| NOMURA HOLDINGS INC | History | New | 78,962 | 803 | 0.0% | — | 142 | +78,962 | New | Q4 2025 | Feb 17, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 78,264 | 796 | 0.07% | 0.08% | 143 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 76,096 | 773 | 0.0% | 0.0% | 144 | -6,594 | -7.97% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 75,900 | 771 | 0.01% | 0.01% | 145 | -2,200 | -2.82% | Q4 2025 | Jan 16, 2026 |
| Odyssean, LLC | History | New | 74,509 | 757 | 0.54% | — | 146 | +74,509 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 85,037 | 747 | 0.01% | 0.01% | 147 | -2,809 | -3.2% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 73,304 | 745 | 0.0% | 0.0% | 148 | +24,259 | 49.46% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 70,462 | 716 | 0.03% | 0.02% | 149 | +47,712 | 209.72% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 68,617 | 697 | 0.0% | 0.0% | 150 | -3,346 | -4.65% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 68,365 | 695 | 0.0% | 0.0% | 151 | -166,423 | -70.88% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 64,890 | 659 | 0.0% | 0.0% | 153 | -6,796 | -9.48% | Q4 2025 | Jan 29, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 64,800 | 659 | 0.0% | 0.0% | 152 | -2,000 | -2.99% | Q4 2025 | Jan 29, 2026 |
| Woodline Partners LP | History | New | 63,524 | 646 | 0.0% | — | 155 | +63,524 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 63,569 | 646 | 0.01% | 0.01% | 154 | +1,958 | 3.18% | Q4 2025 | Feb 06, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 62,400 | 635 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 62,264 | 633 | 0.0% | 0.0% | 157 | -2,675 | -4.12% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 61,349 | 623 | 0.01% | 0.01% | 158 | -1,151 | -1.84% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 60,476 | 615 | 0.0% | 0.0% | 159 | +17,935 | 42.16% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 60,126 | 611 | 0.01% | — | 160 | +60,126 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 57,600 | 585 | 0.0% | 0.0% | 161 | -3,700 | -6.04% | Q4 2025 | Jan 28, 2026 |
| Kazazian Asset Management, LLC | History | No change | 55,809 | 567 | 0.6% | 0.73% | 162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 55,525 | 564 | 0.0% | 0.0% | 163 | -10,217 | -15.54% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 55,100 | 560 | 0.0% | 0.0% | 164 | -199,100 | -78.32% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 54,430 | 553 | 0.01% | 0.01% | 165 | -2,000 | -3.54% | Q4 2025 | Feb 04, 2026 |
| GLOBEFLEX CAPITAL L P | History | New | 52,010 | 528 | 0.08% | — | 166 | +52,010 | New | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 51,293 | 522 | 0.0% | 0.01% | 167 | -86,760 | -62.85% | Q4 2025 | Jan 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 50,252 | 511 | 0.02% | 0.02% | 168 | -2,309 | -4.39% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 48,799 | 496 | 0.0% | 0.0% | 169 | -23,802 | -32.78% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 47,885 | 486 | 0.0% | 0.0% | 170 | -15,300 | -24.21% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 47,780 | 485 | 0.0% | — | 171 | +47,780 | New | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 44,400 | 451 | 0.03% | 0.03% | 172 | +2,929 | 7.06% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 43,876 | 446 | 0.01% | 0.01% | 173 | -18,733 | -29.92% | Q4 2025 | Feb 02, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 42,762 | 434 | 0.01% | 0.02% | 174 | -12,260 | -22.28% | Q4 2025 | Jan 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 42,413 | 431 | 0.0% | 0.0% | 175 | -146,681 | -77.57% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 41,432 | 421 | 0.0% | 0.0% | 176 | +19,400 | 88.05% | Q4 2025 | Feb 04, 2026 |
| Pictet Asset Management Holding SA | History | No change | 38,981 | 396 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,677 | 385 | 0.0% | 0.0% | 178 | +9,862 | 33.08% | Q4 2025 | Mar 09, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 37,891 | 384 | 0.0% | 0.0% | 179 | -3,040 | -7.43% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 37,645 | 382 | 0.0% | 0.0% | 180 | +2,837 | 8.15% | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | New | 35,925 | 365 | 0.27% | — | 181 | +35,925 | New | Q4 2025 | Jan 27, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 35,255 | 358 | 0.03% | — | 182 | +35,255 | New | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 34,802 | 353 | 0.01% | 0.01% | 183 | -1,818 | -4.96% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 34,589 | 351 | 0.0% | 0.0% | 184 | +3,475 | 11.17% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 33,574 | 341 | 0.0% | 0.0% | 185 | +16,470 | 96.29% | Q4 2025 | Jan 30, 2026 |
| XPONANCE LLC | History | Reduced | 30,905 | 314 | 0.0% | 0.0% | 186 | -6,633 | -17.67% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 30,003 | 305 | 0.0% | — | 188 | +30,003 | New | Q4 2025 | Feb 04, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 305 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 29,960 | 304 | 0.0% | 0.0% | 189 | +2,136 | 7.68% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 29,750 | 303 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 28,900 | 293 | 0.01% | — | 191 | +28,900 | New | Q4 2025 | Feb 11, 2026 |
| Inscription Capital, LLC | History | Added to | 27,056 | 275 | 0.03% | 0.03% | 192 | +4,324 | 19.02% | Q4 2025 | Jan 29, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 26,804 | 272 | 0.0% | — | 193 | +26,804 | New | Q4 2025 | Feb 12, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 26,271 | 267 | 0.0% | 0.01% | 194 | -553,790 | -95.47% | Q4 2025 | Jan 09, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 32,894 | 264 | 0.03% | 0.05% | 195 | +677 | 2.1% | Q4 2025 | Feb 23, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 25,901 | 263 | 0.0% | 0.0% | 196 | -48,950 | -65.4% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | Reduced | 25,752 | 261 | 0.0% | 0.0% | 197 | -1,824 | -6.61% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 25,286 | 257 | 0.0% | 0.0% | 198 | -3 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 23,858 | 242 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Claret Asset Management Corp | History | Reduced | 22,685 | 231 | 0.03% | 0.03% | 200 | -53 | -0.23% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 22,399 | 227 | 0.0% | 0.0% | 201 | -3,283 | -12.78% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 21,609 | 219 | 0.01% | 0.01% | 202 | +2,270 | 11.74% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 21,151 | 215 | 0.0% | 0.01% | 203 | +1,790 | 9.25% | Q4 2025 | Jan 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 20,807 | 211 | 0.0% | 0.0% | 204 | -9,460 | -31.26% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 20,288 | 206 | 0.0% | 0.0% | 205 | +8,032 | 65.54% | Q4 2025 | Feb 03, 2026 |
| Tanager Wealth Management LLP | History | No change | 20,123 | 204 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 19,983 | 203 | 0.01% | 0.01% | 207 | -1,016 | -4.84% | Q4 2025 | Feb 04, 2026 |
| Rakuten Securities, Inc. | History | No change | 20,006 | 203 | 0.07% | 0.08% | 208 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 19,753 | 200 | 0.0% | — | 209 | +19,753 | New | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | New | 19,567 | 198 | 0.04% | — | 211 | +19,567 | New | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 19,559 | 198 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 19,266 | 195 | 0.0% | 0.0% | 212 | +165 | 0.86% | Q4 2025 | Feb 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 18,882 | 192 | 0.02% | 0.04% | 213 | -24,186 | -56.16% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 18,886 | 192 | 0.0% | 0.01% | 214 | -1,205 | -6.0% | Q4 2025 | Feb 03, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 18,678 | 189 | 0.01% | — | 216 | +18,678 | New | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 18,634 | 189 | 0.0% | 0.0% | 215 | +6,268 | 50.69% | Q4 2025 | Feb 03, 2026 |
| Engineers Gate Manager LP | History | Reduced | 18,532 | 188 | 0.0% | 0.0% | 217 | -17,380 | -48.4% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 20,597 | 183 | 0.01% | 0.01% | 218 | -4,083 | -16.54% | Q4 2025 | Jan 27, 2026 |
| Optas, LLC | History | New | 17,732 | 180 | 0.03% | — | 219 | +17,732 | New | Q4 2025 | Jan 27, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 17,300 | 175 | 0.14% | 0.15% | 220 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Entropy Technologies, LP | History | New | 17,102 | 173 | 0.01% | — | 221 | +17,102 | New | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 16,923 | 172 | 0.01% | 0.02% | 222 | -19,349 | -53.34% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | New | 16,702 | 169 | 0.0% | — | 223 | +16,702 | New | Q4 2025 | Mar 20, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 19,128 | 168 | 0.0% | 0.01% | 225 | -5,705 | -22.97% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 16,599 | 168 | 0.01% | 0.01% | 224 | +11 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,226 | 165 | 0.0% | 0.0% | 226 | -24,116 | -59.78% | Q4 2025 | Feb 11, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | New | 15,941 | 162 | 0.0% | — | 227 | +15,941 | New | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 15,888 | 162 | 0.04% | — | 228 | +15,888 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 15,692 | 159 | 0.0% | 0.0% | 229 | -2,581 | -14.12% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 15,635 | 159 | 0.0% | 0.0% | 230 | -1,109 | -6.62% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 15,429 | 157 | 0.0% | 0.0% | 231 | +1,075 | 7.49% | Q4 2025 | Jan 30, 2026 |
| Fielder Capital Group LLC | History | Added to | 15,395 | 156 | 0.03% | 0.03% | 233 | +4,131 | 36.67% | Q4 2025 | Feb 10, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 15,350 | 156 | 0.0% | 0.01% | 232 | -1,895 | -10.99% | Q4 2025 | Feb 17, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 15,241 | 155 | 0.01% | 0.03% | 234 | -22,017 | -59.09% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,190 | 154 | 0.0% | 0.0% | 235 | +1,481 | 10.8% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,537 | 147 | 0.0% | 0.01% | 236 | +1,531 | 11.77% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,389 | 146 | 0.0% | 0.01% | 237 | -3,958 | -21.57% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Added to | 13,743 | 139 | 0.0% | 0.0% | 238 | +8 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,281 | 135 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 13,237 | 134 | 0.02% | 0.02% | 240 | +2,777 | 26.55% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,122 | 133 | 0.0% | 0.0% | 241 | -25,986 | -66.45% | Q4 2025 | Jan 26, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 13,109 | 133 | 0.01% | 0.01% | 242 | -5,206 | -28.42% | Q4 2025 | Jan 23, 2026 |
| DRW Securities, LLC | History | New | 12,837 | 130 | 0.0% | — | 243 | +12,837 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,707 | 129 | 0.0% | 0.0% | 244 | -13,973 | -52.37% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 12,472 | 126 | 0.01% | 0.01% | 245 | -1,204 | -8.8% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | No change | 12,132 | 123 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,075 | 122 | 0.0% | 0.0% | 247 | -1,600 | -11.7% | Q4 2025 | Feb 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Added to | 11,675 | 119 | 0.04% | 0.04% | 248 | +40 | 0.34% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 11,889 | 118 | 0.01% | — | 249 | +11,889 | New | Q4 2025 | Feb 12, 2026 |
| waypoint wealth counsel | History | Reduced | 11,607 | 118 | 0.04% | 0.06% | 250 | -1,373 | -10.58% | Q4 2025 | Jan 28, 2026 |
| CERTUITY, LLC | History | Reduced | 11,507 | 117 | 0.01% | 0.01% | 251 | -352 | -2.97% | Q4 2025 | Jan 30, 2026 |
| nVerses Capital, LLC | History | New | 11,480 | 116 | 0.26% | — | 252 | +11,480 | New | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 11,085 | 112 | 0.02% | — | 253 | +11,085 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | New | 11,082 | 112 | 0.01% | — | 255 | +11,082 | New | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | New | 11,024 | 112 | 0.03% | — | 254 | +11,024 | New | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,998 | 111 | 0.0% | 0.0% | 256 | -928 | -7.78% | Q4 2025 | Feb 06, 2026 |
| North Dakota State Investment Board | History | New | 10,402 | 105 | 0.0% | — | 257 | +10,402 | New | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 10,264 | 104 | 0.0% | 0.0% | 258 | -5,390 | -34.43% | Q4 2025 | Feb 06, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 10,203 | 103 | 0.27% | — | 260 | +10,203 | New | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 10,206 | 103 | 0.01% | 0.01% | 259 | -2,059 | -16.79% | Q4 2025 | Jan 26, 2026 |
| Brand Asset Management Group, Inc. | History | New | 10,071 | 102 | 0.03% | — | 262 | +10,071 | New | Q4 2025 | Feb 11, 2026 |
| Havemeyer Place LP | History | New | 10,051 | 102 | 0.02% | — | 263 | +10,051 | New | Q4 2025 | Feb 11, 2026 |
| CSS LLC/IL | History | New | 10,040 | 102 | 0.0% | — | 261 | +10,040 | New | Q4 2025 | Feb 17, 2026 |
| Buckland Partners Management Co LLC | History | New | 10,000 | 101 | 0.06% | — | 266 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,971 | 101 | 0.0% | 0.0% | 265 | -1,453 | -12.72% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 9,973 | 101 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,493 | 98 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,619 | 97 | 0.0% | 0.0% | 268 | +8 | 0.08% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,241 | 83 | 0.0% | 0.0% | 269 | -16 | -0.19% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 7,308 | 74 | 0.02% | 0.03% | 270 | -637 | -8.02% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,712 | 68 | 0.0% | 0.0% | 271 | +4,442 | 195.68% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Reduced | 6,354 | 64 | 0.0% | 0.0% | 272 | -713 | -10.09% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Added to | 6,249 | 63 | 0.0% | 0.0% | 273 | +3,980 | 175.41% | Q4 2025 | Jan 30, 2026 |
| EMC Capital Management | History | Reduced | 5,947 | 60 | 0.03% | 0.04% | 274 | -1,050 | -15.01% | Q4 2025 | Mar 09, 2026 |
| GAMMA Investing LLC | History | Added to | 4,594 | 46 | 0.0% | 0.0% | 276 | +616 | 15.49% | Q4 2025 | Jan 05, 2026 |
| UMB Bank, n.a. | History | Added to | 4,530 | 46 | 0.0% | 0.0% | 275 | +37 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,426 | 45 | 0.01% | 0.01% | 277 | -3,911 | -46.91% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 4,058 | 41 | 0.0% | 0.04% | 278 | -280,246 | -98.57% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,935 | 40 | 0.0% | — | 279 | +3,935 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,889 | 39 | 0.0% | 0.0% | 280 | +517 | 15.33% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Added to | 3,341 | 34 | 0.02% | 0.01% | 281 | +1,632 | 95.49% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,866 | 29 | 0.0% | 0.0% | 282 | -62 | -2.12% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,513 | 25 | 0.0% | 0.0% | 283 | +2,289 | 1021.88% | Q4 2025 | Feb 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,100 | 21 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BIT Capital GmbH | History | Reduced | 2,005 | 20 | 0.0% | 0.01% | 285 | -26,663 | -93.01% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,864 | 18 | 0.0% | 0.01% | 287 | -2,218 | -54.34% | Q4 2025 | Jan 21, 2026 |
| DANSKE BANK A/S | History | New | 1,800 | 18 | 0.0% | — | 286 | +1,800 | New | Q4 2025 | Feb 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,580 | 17 | 0.0% | — | 288 | +1,580 | New | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 1,466 | 14 | 0.0% | 0.03% | 289 | -6,383 | -81.32% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,353 | 13 | 0.0% | 0.0% | 290 | -194 | -12.54% | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | Added to | 1,123 | 11 | 0.0% | 0.0% | 291 | +787 | 234.23% | Q4 2025 | Jan 16, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,037 | 10 | 0.0% | 0.0% | 292 | -5,037 | -82.93% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,012 | 10 | 0.0% | 0.0% | 293 | +233 | 29.91% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 887 | 9 | 0.0% | 0.0% | 295 | -1,077 | -54.84% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 923 | 9 | 0.0% | — | 294 | +923 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 817 | 8 | 0.0% | 0.0% | 297 | -481 | -37.06% | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | Reduced | 876 | 8 | 0.0% | 0.0% | 298 | -322 | -26.88% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 865 | 8 | 0.0% | 0.0% | 296 | -160 | -15.61% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 691 | 7 | 0.0% | 0.0% | 299 | +232 | 50.54% | Q4 2025 | Feb 10, 2026 |
| Osbon Capital Management LLC | History | New | 636 | 6 | 0.01% | — | 302 | +636 | New | Q4 2025 | Mar 16, 2026 |
| Larson Financial Group LLC | History | Added to | 611 | 6 | 0.0% | 0.0% | 301 | +198 | 47.94% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 673 | 6 | 0.0% | 0.0% | 300 | +90 | 15.44% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | Added to | 540 | 5 | 0.0% | 0.0% | 303 | +10 | 1.89% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 487 | 4 | 0.0% | 0.0% | 305 | -674 | -58.05% | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 490 | 4 | 0.0% | 0.0% | 306 | +187 | 61.72% | Q4 2025 | Jan 23, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 475 | 4 | 0.0% | 0.0% | 304 | -60 | -11.21% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 242 | 2 | 0.0% | — | 309 | +242 | New | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | New | 214 | 2 | 0.0% | — | 311 | +214 | New | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 202 | 2 | 0.0% | 0.0% | 313 | -36 | -15.13% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 240 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 256 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Operose Advisors LLC | History | No change | 217 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Plato Investment Management Ltd | History | No change | 273 | 2 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 143 | 1 | 0.0% | — | 326 | +143 | New | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 105 | 1 | 0.0% | — | 318 | +105 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 140 | 1 | 0.0% | — | 315 | +101 | 258.97% | Q4 2025 | Jan 23, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 100 | 1 | 0.0% | — | 325 | +100 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 99 | 1 | 0.0% | — | 320 | +99 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 141 | 1 | 0.0% | 0.0% | 321 | -81 | -36.49% | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 123 | 1 | 0.0% | 0.0% | 324 | +18 | 17.14% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 106 | 1 | 0.0% | 0.0% | 314 | -1 | -0.93% | Q4 2025 | Jan 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 188 | 1 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 125 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 147 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SWAN Capital LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 183 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.21% | — | -16,728,210 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Contour Asset Management LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -3,840,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,352,849 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -781,520 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Intrinsic Edge Capital Management LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -549,964 | -100.0% | Q3 2025 | Nov 12, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -364,565 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -226,516 | -100.0% | Q3 2025 | Nov 17, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204,788 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -197,069 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -194,080 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CEERA INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -104,945 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -89,814 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -75,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,535 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,181 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -47,492 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -42,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,449 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -35,549 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,231 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,191 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,657 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,898 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.08% | — | -29,214 | -100.0% | Q3 2025 | Nov 12, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -28,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,188 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,617 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,710 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,489 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,974 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,806 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,267 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -11,051 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,535 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,459 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,840 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 56 | 0 | — | 0.0% | — | -1,000 | -94.7% | Q4 2025 | Feb 12, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -844 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -655 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -469 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Torren Management, LLC | History | New | 75 | 0 | — | — | — | +75 | New | Q4 2025 | Jan 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q3 2025 | Nov 24, 2025 |
| IFC & Insurance Marketing, Inc. | History | New | 48 | 0 | — | — | — | +48 | New | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 09, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 52 | 0 | — | — | — | -22 | -29.73% | Q4 2025 | Jan 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 18 | 0 | — | — | — | +9 | 100.0% | Q4 2025 | Jan 12, 2026 |
| American Capital Advisory, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 19 | 0 | — | — | — | -4 | -17.39% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 02, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Bogart Wealth, LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Cromwell Holdings LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Advocates LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 94 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |