HEALTHCARE SERVICES GROUP INC - HCSG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 11,378,137 | 217,549 | 0.0% | 0.0% | 1 | -100,697 | -0.88% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 8,037,765 | 153,682 | 0.0% | 0.0% | 2 | +1,479 | 0.02% | Q4 2025 | Jan 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,549,789 | 70,112 | 0.08% | 0.08% | 3 | -494,899 | -12.24% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Reduced | 2,793,529 | 53,412 | 0.0% | 0.0% | 4 | -149,803 | -5.09% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,337,992 | 44,706 | 0.01% | 0.01% | 5 | -212,404 | -8.33% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 2,292,895 | 43,840 | 0.44% | 0.48% | 6 | -572,102 | -19.97% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,227,099 | 42,582 | 0.01% | 0.01% | 7 | +245,259 | 12.38% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,158,222 | 41,265 | 0.02% | 0.02% | 8 | +391,621 | 22.17% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 1,927,445 | 36,852 | 1.09% | 0.98% | 9 | -225,077 | -10.46% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,868,458 | 35,730 | 0.0% | 0.0% | 10 | -25,677 | -1.36% | Q4 2025 | Feb 09, 2026 |
| 8 KNOTS MANAGEMENT, LLC | History | Reduced | 1,592,565 | 30,449 | 3.51% | 6.39% | 11 | -1,766,116 | -52.58% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,475,369 | 28,209 | 0.0% | 0.0% | 12 | +158,261 | 12.02% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 1,282,492 | 24,521 | 0.01% | 0.0% | 13 | +290,019 | 29.22% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,183,947 | 22,637 | 0.01% | 0.0% | 14 | +207,993 | 21.31% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,136,793 | 21,735 | 0.0% | 0.0% | 15 | +182,645 | 19.14% | Q4 2025 | Mar 25, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 999,129 | 19,103 | 0.01% | 0.01% | 16 | +163,624 | 19.58% | Q4 2025 | Feb 17, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 856,431 | 16,374 | 0.63% | 0.58% | 17 | -83,210 | -8.86% | Q4 2025 | Feb 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 843,608 | 16,129 | 0.01% | 0.0% | 18 | +242,736 | 40.4% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 723,718 | 13,837 | 0.29% | 0.27% | 19 | -1,672 | -0.23% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 723,675 | 13,836 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 720,386 | 13,773 | 0.04% | 0.04% | 21 | -22,260 | -3.0% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Reduced | 719,093 | 13,748 | 0.37% | 0.36% | 22 | -43,104 | -5.66% | Q4 2025 | Feb 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 705,272 | 13,484 | 0.1% | 0.1% | 23 | -2,374 | -0.34% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 663,711 | 12,690 | 0.0% | 0.0% | 24 | -59,682 | -8.25% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 642,219 | 12,279 | 0.0% | 0.0% | 25 | +73,638 | 12.95% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 585,524 | 11,195 | 0.01% | 0.01% | 26 | -432,031 | -42.46% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 561,035 | 10,726 | 0.02% | 0.02% | 27 | +887 | 0.16% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 542,354 | 10,369 | 0.0% | 0.0% | 28 | -30,714 | -5.36% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 499,445 | 9,549 | 0.01% | 0.01% | 29 | -43,711 | -8.05% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 492,553 | 9,417 | 0.01% | 0.01% | 30 | +139,189 | 39.39% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 472,332 | 9,030 | 0.0% | 0.0% | 31 | +14,580 | 3.19% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 445,570 | 8,519 | 0.0% | 0.0% | 32 | -36,052 | -7.49% | Q4 2025 | Feb 10, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 442,610 | 8,462 | 0.23% | 0.23% | 33 | -700 | -0.16% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 412,698 | 7,890 | 0.0% | 0.0% | 34 | -140,965 | -25.46% | Q4 2025 | Feb 11, 2026 |
| TOWLE & CO | History | New | 386,812 | 7,395 | 1.95% | — | 35 | +386,812 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 378,003 | 7,227 | 0.0% | 0.0% | 36 | -337,905 | -47.2% | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 350,812 | 6,707 | 0.01% | 0.01% | 37 | +5,480 | 1.59% | Q4 2025 | Jan 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 346,434 | 6,623 | 0.01% | 0.01% | 38 | +45,026 | 14.94% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 327,578 | 6,263 | 0.02% | 0.02% | 39 | -8,905 | -2.65% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Added to | 319,585 | 6,110 | 0.02% | 0.01% | 40 | +65,649 | 25.85% | Q4 2025 | Feb 24, 2026 |
| Allianz Asset Management GmbH | History | Added to | 297,035 | 5,679 | 0.01% | 0.0% | 41 | +132,655 | 80.7% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 295,768 | 5,655 | 0.0% | — | 42 | +295,768 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 275,634 | 5,270 | 0.0% | 0.0% | 43 | +53,879 | 24.3% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 274,018 | 5,239 | 0.0% | 0.0% | 44 | +122,490 | 80.84% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 253,834 | 4,853 | 0.69% | 0.46% | 45 | +57,445 | 29.25% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 253,776 | 4,852 | 0.0% | 0.0% | 46 | -194,724 | -43.42% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 250,765 | 4,794 | 0.0% | 0.0% | 47 | +97,216 | 63.31% | Q4 2025 | Feb 17, 2026 |
| Archon Capital Management LLC | History | No change | 248,740 | 4,755 | 2.71% | 2.49% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 225,560 | 4,312 | 0.0% | 0.0% | 49 | +143,333 | 174.31% | Q4 2025 | Feb 13, 2026 |
| Informed Momentum Co LLC | History | New | 221,505 | 4,235 | 0.47% | — | 50 | +221,505 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 210,489 | 4,024 | 0.0% | 0.0% | 51 | +84,545 | 67.13% | Q4 2025 | Jan 29, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 210,070 | 4,016 | 0.35% | 0.31% | 52 | -5,347 | -2.48% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 205,628 | 3,931 | 0.0% | 0.0% | 53 | +177,288 | 625.58% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 192,421 | 3,679 | 0.0% | 0.0% | 54 | -28,258 | -12.81% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 191,600 | 3,663 | 0.01% | 0.0% | 55 | -7,139 | -3.59% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 187,414 | 3,583 | 0.0% | 0.0% | 56 | -12,979 | -6.48% | Q4 2025 | Feb 09, 2026 |
| Dean Capital Management | History | Added to | 172,634 | 3,300 | 1.41% | 1.06% | 57 | +10,693 | 6.6% | Q4 2025 | Feb 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 172,301 | 3,294 | 0.01% | 0.01% | 58 | +7,383 | 4.48% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | No change | 170,950 | 3,268 | 0.21% | 0.18% | 59 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 170,217 | 3,254 | 0.0% | 0.0% | 60 | +170,017 | 85008.5% | Q4 2025 | Feb 05, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 170,112 | 3,252 | 0.18% | 0.19% | 61 | -33,175 | -16.32% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 143,381 | 2,741 | 0.81% | 0.75% | 62 | -22,916 | -13.78% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 143,022 | 2,734 | 0.01% | — | 63 | +143,022 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 142,863 | 2,731 | 0.0% | 0.0% | 64 | +1,500 | 1.06% | Q4 2025 | Feb 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 140,895 | 2,693 | 0.02% | 0.02% | 65 | +1,839 | 1.32% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 138,058 | 2,639 | 0.0% | 0.0% | 66 | +5,076 | 3.82% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 137,465 | 2,628 | 0.23% | 0.27% | 67 | -7,485 | -5.16% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 133,417 | 2,550 | 0.01% | 0.0% | 68 | +36,711 | 37.96% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 131,671 | 2,517 | 0.01% | 0.0% | 70 | +93,428 | 244.3% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 131,676 | 2,517 | 0.0% | 0.0% | 69 | +18,531 | 16.38% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 124,412 | 2,379 | 0.0% | 0.0% | 71 | -1,390 | -1.1% | Q4 2025 | Jan 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 121,265 | 2,318 | 0.0% | 0.0% | 72 | -17,746 | -12.77% | Q4 2025 | Feb 13, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 118,998 | 2,275 | 0.29% | 0.49% | 73 | -83,559 | -41.25% | Q4 2025 | Jan 23, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 116,856 | 2,234 | 1.35% | 2.27% | 74 | -131,584 | -52.96% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 114,639 | 2,191 | 0.0% | 0.0% | 75 | +89,428 | 354.72% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 112,370 | 2,148 | 0.05% | 0.05% | 76 | -6,100 | -5.15% | Q4 2025 | Feb 13, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 111,574 | 2,133 | 0.54% | 0.46% | 77 | -244 | -0.22% | Q4 2025 | Feb 09, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 107,942 | 2,063 | 0.02% | — | 78 | +107,942 | New | Q4 2025 | Feb 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 105,000 | 2,007 | 0.49% | 0.31% | 79 | +21,000 | 25.0% | Q4 2025 | Feb 02, 2026 |
| Gotham Asset Management, LLC | History | Added to | 103,344 | 1,975 | 0.01% | 0.01% | 80 | +7,982 | 8.37% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 102,578 | 1,961 | 0.01% | 0.01% | 81 | -21,655 | -17.43% | Q4 2025 | Jan 28, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 98,763 | 1,888 | 0.41% | 0.35% | 82 | +4,310 | 4.56% | Q4 2025 | Feb 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 92,159 | 1,762 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Quantitative Investments LLC | History | New | 89,248 | 1,706 | 0.37% | — | 84 | +89,248 | New | Q4 2025 | Feb 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 84,353 | 1,612 | 0.06% | 0.05% | 85 | +2,397 | 2.92% | Q4 2025 | Jan 07, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 84,051 | 1,607 | 0.01% | 0.0% | 86 | +33,390 | 65.91% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 82,847 | 1,584 | 0.01% | — | 87 | +82,847 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 81,312 | 1,554 | 0.0% | 0.0% | 88 | +28,139 | 52.92% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,138 | 1,551 | 0.0% | 0.0% | 89 | +72,064 | 794.18% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 79,569 | 1,521 | 0.01% | — | 90 | +79,569 | New | Q4 2025 | Feb 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 77,919 | 1,489 | 0.01% | — | 91 | +77,919 | New | Q4 2025 | Feb 13, 2026 |
| VARCOV Co. | History | New | 74,627 | 1,426 | 0.56% | — | 92 | +74,627 | New | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 72,953 | 1,394 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 70,969 | 1,356 | 0.0% | 0.0% | 94 | -11,231 | -13.66% | Q4 2025 | Mar 09, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 69,118 | 1,321 | 0.05% | 0.04% | 95 | +1,763 | 2.62% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 67,570 | 1,291 | 0.0% | 0.0% | 96 | -215 | -0.32% | Q4 2025 | Feb 17, 2026 |
| Persistent Asset Partners Ltd | History | Reduced | 66,839 | 1,277 | 0.57% | 1.7% | 97 | -80,528 | -54.64% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 61,586 | 1,178 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 61,500 | 1,176 | 0.0% | 0.0% | 99 | -4,482 | -6.79% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 61,464 | 1,175 | 0.0% | 0.0% | 100 | +8,814 | 16.74% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 61,837 | 1,163 | 0.0% | 0.0% | 101 | +3,923 | 6.77% | Q4 2025 | Feb 18, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 60,619 | 1,159 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 60,469 | 1,156 | 0.0% | 0.0% | 103 | +3,347 | 5.86% | Q4 2025 | Feb 11, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 56,315 | 1,076 | 0.11% | 0.1% | 104 | -113,616 | -66.86% | Q4 2025 | Jan 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 52,699 | 1,007 | 0.02% | — | 105 | +52,699 | New | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 50,442 | 964 | 0.0% | 0.0% | 106 | -63,460 | -55.71% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 50,292 | 961 | 0.0% | 0.0% | 107 | -5,735 | -10.24% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 48,862 | 938 | 0.0% | 0.0% | 108 | +21,531 | 78.78% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 48,413 | 926 | 0.0% | 0.0% | 109 | -3,828 | -7.33% | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 48,300 | 923 | 0.0% | — | 110 | +48,300 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 43,739 | 836 | 0.0% | 0.0% | 111 | +32,752 | 298.1% | Q4 2025 | Jan 09, 2026 |
| WINTON GROUP Ltd | History | Reduced | 43,729 | 836 | 0.03% | 0.04% | 112 | -21,849 | -33.32% | Q4 2025 | Feb 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 43,142 | 824 | 0.01% | 0.01% | 113 | -49,812 | -53.59% | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 42,791 | 818 | 0.04% | 0.03% | 114 | +18,125 | 73.48% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 41,414 | 791 | 0.0% | 0.0% | 115 | -2,631 | -5.97% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 41,160 | 786 | 0.0% | 0.0% | 116 | +23,108 | 128.01% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 40,366 | 771 | 0.01% | 0.01% | 117 | -160 | -0.39% | Q4 2025 | Jan 23, 2026 |
| STRS OHIO | History | Reduced | 39,800 | 760 | 0.0% | 0.0% | 118 | -6,000 | -13.1% | Q4 2025 | Feb 02, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 39,331 | 752 | 0.01% | 0.01% | 119 | +1,741 | 4.63% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 39,004 | 745 | 0.0% | 0.0% | 120 | -136,360 | -77.76% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 38,910 | 743 | 0.01% | — | 122 | +38,910 | New | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 38,912 | 743 | 0.03% | 0.02% | 123 | +5,009 | 14.77% | Q4 2025 | Jan 14, 2026 |
| BAILARD, INC. | History | No change | 38,900 | 743 | 0.02% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 38,855 | 742 | 0.0% | 0.0% | 124 | -51,225 | -56.87% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 37,004 | 707 | 0.0% | 0.0% | 125 | -4,093 | -9.96% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | New | 36,757 | 702 | 0.02% | — | 126 | +36,757 | New | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 36,012 | 688 | 0.0% | 0.0% | 127 | +1,352 | 3.9% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 35,500 | 678 | 0.0% | 0.0% | 128 | +1,100 | 3.2% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Reduced | 34,346 | 656 | 0.0% | 0.0% | 129 | -108,816 | -76.01% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 34,000 | 650 | 0.32% | 0.28% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 33,912 | 648 | 0.04% | 0.04% | 131 | -5,105 | -13.08% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 32,982 | 630 | 0.01% | — | 132 | +32,982 | New | Q4 2025 | Feb 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 32,758 | 626 | 0.0% | 0.0% | 133 | -946 | -2.81% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 32,300 | 617 | 0.01% | 0.01% | 134 | -1,000 | -3.0% | Q4 2025 | Jan 16, 2026 |
| Engineers Gate Manager LP | History | New | 32,035 | 612 | 0.01% | — | 135 | +32,035 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 31,851 | 608 | 0.02% | — | 136 | +31,851 | New | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 30,889 | 590 | 0.01% | — | 137 | +30,889 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 29,469 | 563 | 0.0% | 0.0% | 138 | +4,429 | 17.69% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 29,353 | 561 | 0.01% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,118 | 556 | 0.0% | 0.0% | 140 | +8,181 | 39.07% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 27,873 | 532 | 0.0% | — | 141 | +27,873 | New | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 27,056 | 517 | 0.0% | — | 142 | +27,056 | New | Q4 2025 | Feb 17, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 26,615 | 508 | 0.22% | 0.18% | 143 | +2,306 | 9.49% | Q4 2025 | Jan 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 25,778 | 502 | 0.0% | 0.0% | 144 | -14,906 | -36.64% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 25,361 | 484 | 0.01% | 0.01% | 145 | -386 | -1.5% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Reduced | 24,723 | 472 | 0.05% | 0.1% | 146 | -27,226 | -52.41% | Q4 2025 | Feb 11, 2026 |
| PDT Partners, LLC | History | Reduced | 24,382 | 466 | 0.03% | 0.06% | 147 | -35,881 | -59.54% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,557 | 463 | 0.0% | 0.0% | 148 | +7,507 | 44.03% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 23,695 | 453 | 0.0% | 0.0% | 149 | +6,836 | 40.55% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,630 | 451 | 0.0% | 0.0% | 150 | +4,906 | 26.2% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Added to | 23,636 | 451 | 0.01% | 0.0% | 151 | +3,255 | 15.97% | Q4 2025 | Feb 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 23,430 | 447 | 0.0% | — | 152 | +23,430 | New | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 22,926 | 438 | 0.07% | — | 153 | +22,926 | New | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 22,124 | 423 | 0.0% | 0.0% | 154 | -159 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 22,041 | 421 | 0.04% | 0.04% | 155 | -1,527 | -6.48% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 20,986 | 408 | 0.0% | — | 156 | +20,986 | New | Q4 2025 | Mar 20, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | New | 21,259 | 406 | 0.01% | — | 157 | +21,259 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 21,107 | 403 | 0.0% | — | 158 | +21,107 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 20,478 | 392 | 0.0% | 0.0% | 159 | -1,085 | -5.03% | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 20,200 | 386 | 0.0% | 0.0% | 160 | -12,619 | -38.45% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 20,151 | 385 | 0.0% | 0.0% | 161 | -14,185 | -41.31% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 20,148 | 385 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 20,055 | 383 | 0.0% | 0.0% | 163 | -1,515 | -7.02% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,609 | 374 | 0.0% | — | 164 | +19,609 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,185 | 361 | 0.0% | 0.0% | 165 | -3,331 | -14.79% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 18,234 | 348 | 0.0% | 0.0% | 166 | -2,550 | -12.27% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 17,443 | 333 | 0.0% | 0.0% | 167 | -999 | -5.42% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 16,778 | 320 | 0.0% | 0.0% | 168 | -4,164 | -19.88% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 16,156 | 308 | 0.0% | 0.0% | 169 | -200 | -1.22% | Q4 2025 | Feb 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,951 | 304 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 14,052 | 268 | 0.0% | 0.0% | 171 | +581 | 4.31% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | No change | 13,913 | 266 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,701 | 261 | 0.0% | 0.0% | 173 | -37 | -0.27% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,996 | 248 | 0.0% | 0.0% | 174 | -367 | -2.75% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 11,802 | 225 | 0.0% | 0.0% | 175 | +895 | 8.21% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,667 | 223 | 0.0% | — | 176 | +11,667 | New | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 11,547 | 220 | 0.0% | — | 177 | +11,547 | New | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 11,200 | 214 | 0.0% | — | 178 | +11,200 | New | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | New | 11,000 | 210 | 0.03% | — | 179 | +11,000 | New | Q4 2025 | Feb 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,905 | 209 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 10,721 | 204 | 0.0% | 0.0% | 181 | -225 | -2.06% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 10,364 | 198 | 0.0% | — | 182 | +10,364 | New | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 10,170 | 194 | 0.0% | 0.0% | 183 | -240 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,172 | 194 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 10,408 | 190 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 7,988 | 152 | 0.0% | 0.0% | 186 | -18,050 | -69.32% | Q4 2025 | Feb 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 6,400 | 122 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,324 | 120 | 0.0% | 0.0% | 188 | +4,525 | 251.53% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,093 | 116 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,244 | 81 | 0.01% | — | 190 | +4,244 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 3,688 | 70 | 0.0% | 0.0% | 191 | +845 | 29.72% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,619 | 69 | 0.0% | 0.0% | 192 | +877 | 31.98% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 3,229 | 61 | 0.0% | 0.0% | 193 | -606 | -15.8% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 3,097 | 59 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,888 | 55 | 0.01% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 2,899 | 54 | 0.0% | — | 196 | +2,899 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,399 | 45 | 0.0% | 0.0% | 197 | -1,417 | -37.13% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,816 | 34 | 0.0% | 0.0% | 198 | -93 | -4.87% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 1,521 | 29 | 0.0% | 0.0% | 199 | +394 | 34.96% | Q4 2025 | Feb 06, 2026 |
| Miller Global Investments, LLC | History | New | 1,350 | 25 | 0.02% | — | 202 | +1,350 | New | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 1,329 | 25 | 0.0% | — | 201 | +1,329 | New | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,325 | 25 | 0.0% | 0.0% | 200 | +117 | 9.69% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,229 | 23 | 0.0% | 0.0% | 203 | -44 | -3.46% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,183 | 22 | 0.0% | 0.0% | 204 | -2 | -0.17% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,142 | 21 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 906 | 17 | 0.0% | 0.0% | 206 | -401 | -30.68% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 858 | 16 | 0.0% | 0.0% | 207 | +297 | 52.94% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 785 | 15 | 0.0% | — | 208 | +785 | New | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 685 | 13 | 0.0% | — | 209 | +685 | New | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 702 | 12 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Covestor Ltd | History | Reduced | 514 | 10 | 0.01% | 0.0% | 211 | -8 | -1.53% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 475 | 9 | 0.0% | 0.0% | 212 | +97 | 25.66% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | New | 451 | 8 | 0.0% | — | 215 | +451 | New | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 398 | 8 | 0.0% | 0.0% | 214 | +264 | 197.01% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 460 | 8 | 0.0% | 0.0% | 213 | +24 | 5.5% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Reduced | 399 | 7 | 0.0% | 0.01% | 217 | -1,327 | -76.88% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 376 | 7 | 0.0% | — | 216 | +376 | New | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 281 | 5 | 0.0% | — | 219 | +244 | 659.46% | Q4 2025 | Mar 16, 2026 |
| True Wealth Design, LLC | History | Added to | 277 | 5 | 0.0% | 0.0% | 220 | +82 | 42.05% | Q4 2025 | Jan 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 285 | 5 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 186 | 3 | 0.0% | — | 222 | +186 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 173 | 3 | 0.0% | 0.0% | 221 | +111 | 179.03% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 179 | 3 | 0.0% | 0.0% | 223 | +111 | 163.24% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 197 | 3 | 0.0% | 0.0% | 225 | +28 | 16.57% | Q4 2025 | Jan 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 174 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Curat Global, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 80 | 1 | 0.0% | 0.01% | 228 | -38,355 | -99.79% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | New | 71 | 1 | 0.0% | — | 230 | +71 | New | Q4 2025 | Jan 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 73 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | No change | 58 | 1 | 0.0% | — | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -332,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Azarias Capital Management, L.P. | History | Closed out | 0 | 0 | — | 1.69% | — | -253,363 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Manatuck Hill Partners, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128,457 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117,334 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -60,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,077 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Unison Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -34,087 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -27,670 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -26,641 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,410 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,262 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,628 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,480 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,212 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AlphaQuest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -578 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -405 | -91.22% | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | Reduced | 6 | 0 | — | 0.0% | — | -314 | -98.13% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Mar 03, 2026 |
| Torren Management, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Jan 30, 2026 |
| Miller Capital Partners, Inc. | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 43 | 0 | — | — | — | -6 | -12.24% | Q4 2025 | Feb 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hara Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |