HAWAIIAN ELECTRIC INDUSTRIES INC - HE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 28,145,206 | 346,186 | 0.01% | 0.0% | 1 | +12,683,490 | 82.03% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 19,410,325 | 238,746 | 0.0% | 0.0% | 2 | +1,628,307 | 9.16% | Q4 2025 | Jan 29, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 19,392,363 | 238,526 | 3.23% | 2.46% | 3 | +1,134,646 | 6.21% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 7,005,768 | 86,170 | 0.0% | 0.0% | 4 | +2,540,134 | 56.88% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,125,284 | 50,749 | 0.0% | 0.0% | 5 | +209,192 | 5.34% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 3,600,987 | 44,292 | 0.0% | 0.0% | 6 | +1,233,690 | 52.11% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,346,691 | 41,164 | 0.01% | 0.01% | 7 | -216,851 | -6.09% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,241,971 | 39,876 | 0.08% | 0.08% | 8 | +456,097 | 16.37% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,160,599 | 38,875 | 0.0% | 0.0% | 9 | +218,893 | 7.44% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 3,035,752 | 37,339 | 0.01% | 0.01% | 10 | -1,347,050 | -30.73% | Q4 2025 | Jan 29, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 2,575,062 | 31,674 | 0.02% | 0.08% | 11 | -9,704,586 | -79.03% | Q4 2025 | Feb 19, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,212,106 | 27,211 | 0.01% | 0.0% | 12 | +150,347 | 7.29% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,078,180 | 25,561 | 0.0% | 0.0% | 13 | +1,504,845 | 262.47% | Q4 2025 | Feb 12, 2026 |
| 12 West Capital Management LP | History | New | 1,850,000 | 22,755 | 2.71% | — | 14 | +1,850,000 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,593,550 | 19,600 | 0.0% | 0.0% | 15 | +220,879 | 16.09% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,548,395 | 19,045 | 0.0% | 0.0% | 16 | +8,351 | 0.54% | Q4 2025 | Feb 17, 2026 |
| MAD RIVER INVESTORS | History | Added to | 1,298,350 | 15,969 | 7.27% | 5.81% | 17 | +68,100 | 5.54% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,292,104 | 15,892 | 0.0% | 0.0% | 18 | -273,854 | -17.49% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 1,143,021 | 14,059 | 0.0% | 0.0% | 19 | -169,148 | -12.89% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,134,061 | 13,948 | 0.0% | 0.0% | 20 | -353,061 | -23.74% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,126,015 | 13,849 | 0.0% | 0.0% | 21 | +526,253 | 87.74% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,047,235 | 12,880 | 0.02% | 0.01% | 22 | +531,325 | 102.99% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,002,481 | 12,330 | 0.0% | 0.0% | 23 | -240,851 | -19.37% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 880,570 | 10,831 | 0.01% | 0.0% | 24 | +43,564 | 5.2% | Q4 2025 | Feb 11, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 876,821 | 10,784 | 0.01% | 0.01% | 25 | -1,432 | -0.16% | Q4 2025 | Jan 09, 2026 |
| HRT FINANCIAL LP | History | Added to | 845,000 | 10,393 | 0.03% | 0.03% | 26 | +213,683 | 33.85% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 834,969 | 10,270 | 0.01% | 0.01% | 27 | -141,727 | -14.51% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 822,793 | 10,120 | 0.01% | 0.0% | 28 | +810,625 | 6661.94% | Q4 2025 | Feb 02, 2026 |
| Caption Management, LLC | History | Reduced | 801,445 | 9,857 | 0.07% | 0.07% | 29 | -15,755 | -1.93% | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 799,640 | 9,835 | 0.36% | 0.44% | 30 | -246,210 | -23.54% | Q4 2025 | Jan 28, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 777,079 | 9,558 | 0.07% | 0.06% | 31 | +18,091 | 2.38% | Q4 2025 | Jan 09, 2026 |
| Legal & General Group Plc | History | Added to | 718,540 | 8,838 | 0.0% | 0.0% | 32 | +200,809 | 38.79% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 682,036 | 8,389 | 0.0% | 0.0% | 33 | +420,560 | 160.84% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 631,662 | 7,769 | 0.01% | 0.02% | 34 | -556,174 | -46.82% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Added to | 615,458 | 7,569 | 0.21% | 0.17% | 35 | +50,155 | 8.87% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 597,400 | 7,348 | 0.02% | — | 36 | +597,400 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 550,500 | 6,771 | 0.01% | 0.01% | 37 | +79,800 | 16.95% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 494,545 | 6,082 | 0.01% | 0.0% | 38 | +476,146 | 2587.89% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 485,604 | 5,972 | 0.0% | 0.0% | 39 | +219,918 | 82.77% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 482,720 | 5,937 | 0.0% | 0.0% | 40 | +313,001 | 184.42% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 459,651 | 5,653 | 0.24% | 0.18% | 41 | +80,919 | 21.37% | Q4 2025 | Feb 10, 2026 |
| PDT Partners, LLC | History | Added to | 458,302 | 5,637 | 0.37% | 0.04% | 42 | +396,621 | 643.02% | Q4 2025 | Feb 17, 2026 |
| 140 Summer Partners LP | History | No change | 434,100 | 5,339 | 0.39% | 0.42% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JCP Investment Management, LLC | History | Added to | 425,000 | 5,227 | 4.13% | 2.6% | 44 | +65,000 | 18.06% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 420,741 | 5,175 | 0.0% | 0.0% | 45 | +11,268 | 2.75% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 415,647 | 5,112 | 0.0% | 0.0% | 46 | +57,631 | 16.1% | Q4 2025 | Feb 13, 2026 |
| Yaupon Capital Management LP | History | New | 413,497 | 5,086 | 0.18% | — | 47 | +413,497 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 394,328 | 4,850 | 0.0% | 0.0% | 48 | +129,891 | 49.12% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 373,767 | 4,597 | 0.0% | 0.0% | 49 | -5,938 | -1.56% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 370,957 | 4,562 | 0.0% | 0.0% | 50 | -58,652 | -13.65% | Q4 2025 | Feb 13, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 363,550 | 4,471 | 0.65% | 0.53% | 51 | +22,250 | 6.52% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 342,500 | 4,212 | 0.03% | — | 52 | +342,500 | New | Q4 2025 | Feb 05, 2026 |
| Sagefield Capital LP | History | Added to | 341,609 | 4,201 | 0.36% | 0.34% | 53 | +66,228 | 24.05% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 340,300 | 4,185 | 0.0% | 0.0% | 54 | +5,800 | 1.73% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 326,794 | 4,019 | 0.02% | 0.02% | 55 | +42,735 | 15.04% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 308,102 | 3,789 | 0.0% | 0.0% | 56 | +62,377 | 25.38% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 304,570 | 3,746 | 0.0% | 0.0% | 57 | -27,823 | -8.37% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 303,060 | 3,727 | 0.01% | 0.01% | 58 | -134,217 | -30.69% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 299,256 | 3,680 | 0.0% | — | 59 | +299,256 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 298,000 | 3,665 | 0.0% | 0.0% | 60 | -16,860 | -5.35% | Q4 2025 | Jan 29, 2026 |
| RBF Capital, LLC | History | Reduced | 270,000 | 3,321 | 0.15% | 0.15% | 61 | -30,000 | -10.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 269,338 | 3,312 | 0.0% | 0.0% | 62 | +183,928 | 215.35% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 245,200 | 3,015 | 0.04% | 0.06% | 63 | -181,721 | -42.57% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 243,719 | 2,997 | 0.01% | 0.01% | 64 | +97,254 | 66.4% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 242,516 | 2,982 | 0.1% | 0.06% | 65 | +44,195 | 22.28% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 203,014 | 2,497 | 0.0% | — | 66 | +203,014 | New | Q4 2025 | Feb 13, 2026 |
| Lesa Sroufe & Co | History | Added to | 190,827 | 2,347 | 1.75% | 1.7% | 67 | +161 | 0.08% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 185,147 | 2,277 | 0.0% | — | 68 | +185,147 | New | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 174,209 | 2,142 | 0.02% | 0.02% | 69 | -391 | -0.22% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 167,826 | 2,065 | 0.0% | 0.0% | 70 | -4,986 | -2.89% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 166,573 | 2,048 | 0.0% | 0.0% | 71 | +22,524 | 15.64% | Q4 2025 | Feb 18, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 163,209 | 2,007 | 0.0% | 0.0% | 72 | -33,692 | -17.11% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 161,931 | 1,991 | 0.0% | 0.0% | 73 | +139,384 | 618.19% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 153,900 | 1,892 | 0.01% | 0.01% | 74 | +30,599 | 24.82% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 153,555 | 1,889 | 0.0% | 0.0% | 75 | +149,091 | 3339.85% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 151,900 | 1,868 | 0.0% | — | 76 | +151,900 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 148,758 | 1,829 | 0.0% | 0.0% | 77 | -568,448 | -79.26% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 148,487 | 1,826 | 0.0% | 0.0% | 78 | +75,167 | 102.52% | Q4 2025 | Feb 10, 2026 |
| Caprock Group, LLC | History | Added to | 148,408 | 1,825 | 0.04% | 0.04% | 79 | +27,728 | 22.98% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 148,236 | 1,823 | 0.0% | 0.0% | 80 | +17,914 | 13.75% | Q4 2025 | Feb 11, 2026 |
| MSRH, LLC | History | New | 148,085 | 1,821 | 2.03% | — | 81 | +148,085 | New | Q4 2025 | Apr 06, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 140,681 | 1,730 | 0.0% | 0.0% | 82 | +70,091 | 99.29% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 132,548 | 1,630 | 0.0% | 0.0% | 83 | +9,349 | 7.59% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 131,034 | 1,611 | 0.0% | 0.01% | 84 | -190,204 | -59.21% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 122,483 | 1,506 | 0.02% | — | 85 | +122,483 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 118,612 | 1,459 | 0.0% | — | 86 | +118,612 | New | Q4 2025 | Feb 05, 2026 |
| ALGERT GLOBAL LLC | History | No change | 116,906 | 1,438 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 116,317 | 1,430 | 0.02% | 0.02% | 88 | -7,196 | -5.83% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 166,472 | 1,407 | 0.0% | 0.0% | 89 | +108,932 | 189.32% | Q4 2025 | Mar 09, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 111,644 | 1,373 | 0.05% | 0.19% | 90 | -338,978 | -75.22% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 111,042 | 1,365 | 0.0% | 0.0% | 91 | -19,390 | -14.87% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 106,110 | 1,305 | 0.03% | 0.03% | 92 | -39,231 | -26.99% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 105,432 | 1,296 | 0.0% | 0.0% | 93 | +83,028 | 370.59% | Q4 2025 | Feb 13, 2026 |
| Dockside LLC | History | New | 103,340 | 1,271 | 0.33% | — | 94 | +103,340 | New | Q4 2025 | Feb 13, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 99,577 | 1,224 | 1.35% | 0.94% | 95 | +16,500 | 19.86% | Q4 2025 | Jan 26, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 96,825 | 1,190 | 0.01% | 0.01% | 96 | -11,510 | -10.62% | Q4 2025 | Feb 10, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 95,347 | 1,172 | 0.63% | 0.42% | 97 | +28,539 | 42.72% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 95,161 | 1,170 | 0.01% | 0.01% | 98 | -7,721 | -7.5% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 94,869 | 1,166 | 0.02% | 0.0% | 99 | +75,400 | 387.28% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 93,573 | 1,150 | 0.01% | 0.0% | 100 | +87,895 | 1547.99% | Q4 2025 | Jan 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 91,558 | 1,126 | 0.0% | 0.0% | 101 | -6,444 | -6.58% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 90,326 | 1,111 | 0.04% | — | 102 | +90,326 | New | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 89,756 | 1,103 | 0.0% | 0.0% | 103 | -22,490 | -20.04% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 86,473 | 1,063 | 0.03% | 0.21% | 104 | -567,114 | -86.77% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | New | 67,830 | 1,039 | 0.0% | — | 105 | +67,830 | New | Q4 2025 | Feb 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 81,167 | 998 | 0.0% | — | 106 | +81,167 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | New | 79,100 | 972 | 0.02% | — | 107 | +79,100 | New | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 78,191 | 961 | 0.0% | 0.0% | 108 | +18,878 | 31.83% | Q4 2025 | Feb 06, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 75,031 | 922 | 0.07% | 0.07% | 109 | -1,583 | -2.07% | Q4 2025 | Jan 20, 2026 |
| STRS OHIO | History | Added to | 74,900 | 921 | 0.0% | 0.0% | 110 | +32,100 | 75.0% | Q4 2025 | Feb 02, 2026 |
| T3 Companies, LLC | History | New | 74,800 | 920 | 1.14% | — | 111 | +74,800 | New | Q4 2025 | Feb 11, 2026 |
| DRW Securities, LLC | History | Added to | 74,600 | 917 | 0.02% | 0.0% | 112 | +61,968 | 490.56% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 74,286 | 914 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 73,700 | 906 | 0.0% | 0.0% | 114 | +1,300 | 1.8% | Q4 2025 | Jan 28, 2026 |
| HSBC HOLDINGS PLC | History | New | 69,011 | 848 | 0.0% | — | 115 | +69,011 | New | Q4 2025 | Mar 20, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 68,700 | 845 | 0.0% | 0.0% | 116 | -23,200 | -25.24% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 68,085 | 837 | 0.0% | 0.0% | 117 | +9,417 | 16.05% | Q4 2025 | Jan 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 66,547 | 819 | 0.0% | 0.0% | 118 | +4,099 | 6.56% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 65,800 | 809 | 0.0% | 0.0% | 119 | +2,996 | 4.77% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 65,599 | 806 | 0.0% | 0.0% | 120 | +19,443 | 42.12% | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | Reduced | 61,968 | 762 | 0.08% | 0.07% | 121 | -129 | -0.21% | Q4 2025 | Jan 29, 2026 |
| Dougherty & Associates, LLC | History | New | 61,540 | 756 | 0.68% | — | 123 | +61,540 | New | Q4 2025 | Feb 05, 2026 |
| Holocene Advisors, LP | History | Added to | 61,500 | 756 | 0.0% | 0.0% | 122 | +18,027 | 41.47% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 59,899 | 736 | 0.0% | 0.0% | 124 | +18,855 | 45.94% | Q4 2025 | Feb 18, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 55,989 | 688 | 0.01% | 0.01% | 125 | +24,712 | 79.01% | Q4 2025 | Feb 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 46,257 | 651 | 0.01% | — | 126 | +46,257 | New | Q4 2025 | Jan 21, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 52,178 | 641 | 0.0% | 0.0% | 127 | -1,800 | -3.33% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 51,100 | 628 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 50,228 | 618 | 0.0% | 0.0% | 129 | +44,235 | 738.11% | Q4 2025 | Feb 05, 2026 |
| TriaGen Wealth Management LLC | History | No change | 49,731 | 611 | 0.16% | 0.14% | 130 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 48,902 | 601 | 0.0% | 0.0% | 131 | +29,060 | 146.46% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 48,273 | 593 | 0.0% | 0.0% | 132 | +4,937 | 11.39% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 47,901 | 589 | 0.0% | 0.0% | 133 | -3,142 | -6.16% | Q4 2025 | Jan 28, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 47,660 | 586 | 0.0% | 0.0% | 134 | -1,577 | -3.2% | Q4 2025 | Jan 22, 2026 |
| Squarepoint Ops LLC | History | Reduced | 47,030 | 578 | 0.0% | 0.0% | 135 | -45,224 | -49.02% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 37,638 | 576 | 0.07% | 0.04% | 136 | +12,800 | 51.53% | Q4 2025 | Feb 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 45,881 | 564 | 0.0% | 0.0% | 137 | -3,002 | -6.14% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 37,111 | 547 | 0.01% | 0.01% | 138 | +1,451 | 4.07% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 42,868 | 527 | 0.0% | 0.0% | 139 | +37,089 | 641.79% | Q4 2025 | Jan 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 42,674 | 524 | 0.03% | 0.02% | 140 | +1,928 | 4.73% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 42,554 | 523 | 0.0% | 0.0% | 141 | +11,002 | 34.87% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,991 | 492 | 0.0% | 0.0% | 142 | -8,554 | -17.62% | Q4 2025 | Feb 05, 2026 |
| PECAUT & CO. | History | No change | 40,000 | 492 | 0.16% | 0.14% | 143 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | New | 39,500 | 485 | 0.01% | — | 144 | +39,500 | New | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 39,343 | 483 | 0.0% | 0.01% | 145 | -2,708,524 | -98.57% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,057 | 468 | 0.0% | 0.0% | 146 | +3,629 | 10.54% | Q4 2025 | Feb 17, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 38,110 | 468 | 0.13% | 0.12% | 147 | +1,200 | 3.25% | Q4 2025 | Jan 23, 2026 |
| Inspire Investing, LLC | History | Reduced | 37,973 | 467 | 0.04% | 0.09% | 149 | -47,826 | -55.74% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 38,000 | 467 | 0.04% | 0.04% | 148 | +3,000 | 8.57% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 37,464 | 460 | 0.0% | 0.0% | 150 | +5,913 | 18.74% | Q4 2025 | Jan 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 37,051 | 455 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 36,886 | 453 | 0.08% | 0.07% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,992 | 452 | 0.0% | 0.0% | 153 | +2,560 | 8.41% | Q4 2025 | Jan 08, 2026 |
| Centiva Capital, LP | History | Reduced | 35,000 | 430 | 0.0% | 0.01% | 155 | -35,000 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 34,964 | 430 | 0.0% | 0.0% | 154 | +10,610 | 43.57% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,919 | 417 | 0.0% | 0.0% | 156 | -146 | -0.43% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 33,890 | 416 | 0.0% | 0.0% | 157 | +4,055 | 13.59% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 33,600 | 413 | 0.0% | — | 158 | +33,600 | New | Q4 2025 | Jan 30, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 30,697 | 377 | 0.02% | 0.02% | 159 | -2,136 | -6.51% | Q4 2025 | Jan 21, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 30,000 | 369 | 0.05% | 0.07% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 30,000 | 369 | 0.32% | 0.28% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 28,582 | 351 | 0.0% | 0.0% | 162 | +265 | 0.94% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 28,422 | 349 | 0.0% | 0.0% | 163 | -3,352 | -10.55% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 27,853 | 342 | 0.0% | 0.0% | 164 | -5,166 | -15.65% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,690 | 328 | 0.0% | 0.0% | 165 | +6,473 | 32.02% | Q4 2025 | Jan 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 26,224 | 322 | 0.0% | 0.0% | 166 | +6,197 | 30.94% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | New | 25,225 | 310 | 0.01% | — | 167 | +25,225 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 23,522 | 296 | 0.0% | 0.0% | 168 | -1,195 | -4.83% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,797 | 280 | 0.0% | 0.0% | 169 | +9,288 | 68.75% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 21,837 | 273 | 0.01% | — | 170 | +21,837 | New | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 22,258 | 273 | 0.01% | 0.01% | 171 | +1,949 | 9.6% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 21,950 | 269 | 0.0% | — | 173 | +21,950 | New | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 21,879 | 269 | 0.03% | — | 172 | +21,879 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 21,154 | 260 | 0.01% | — | 174 | +21,154 | New | Q4 2025 | Feb 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 21,073 | 259 | 0.0% | — | 175 | +21,073 | New | Q4 2025 | Feb 05, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 20,265 | 249 | 0.01% | 0.0% | 176 | -3,938 | -16.27% | Q4 2025 | Feb 17, 2026 |
| CADINHA & CO LLC | History | New | 19,824 | 243 | 0.04% | — | 177 | +19,824 | New | Q4 2025 | Jan 28, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 19,837 | 243 | 0.02% | 0.03% | 179 | -9,384 | -32.11% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 19,800 | 243 | 0.01% | 0.01% | 178 | -5,237 | -20.92% | Q4 2025 | Jan 27, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 19,729 | 242 | 0.0% | — | 180 | +19,729 | New | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 19,746 | 242 | 0.0% | 0.0% | 181 | +5,281 | 36.51% | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 18,816 | 231 | 0.01% | 0.0% | 182 | +1,433 | 8.24% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 18,784 | 231 | 0.0% | 0.0% | 183 | -498 | -2.58% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 18,419 | 226 | 0.01% | 0.01% | 184 | -2,387 | -11.47% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | Reduced | 29,798 | 224 | 0.01% | 0.01% | 185 | -29,174 | -49.47% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,092 | 223 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 17,867 | 219 | 0.01% | 0.07% | 188 | -88,819 | -83.25% | Q4 2025 | Jan 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 17,810 | 219 | 0.0% | 0.0% | 187 | -9,138 | -33.91% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,337 | 213 | 0.0% | 0.0% | 189 | +43 | 0.25% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 17,247 | 212 | 0.01% | 0.0% | 190 | -1,638 | -8.67% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 17,156 | 211 | 0.03% | 0.02% | 191 | +3,256 | 23.42% | Q4 2025 | Jan 08, 2026 |
| XPONANCE LLC | History | Added to | 17,022 | 209 | 0.0% | 0.0% | 192 | +918 | 5.7% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,929 | 208 | 0.0% | 0.0% | 193 | +1,004 | 6.3% | Q4 2025 | Feb 02, 2026 |
| CIBC Asset Management Inc | History | New | 16,683 | 205 | 0.0% | — | 194 | +16,683 | New | Q4 2025 | Feb 10, 2026 |
| Voleon Capital Management LP | History | New | 16,392 | 201 | 0.0% | — | 195 | +16,392 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,261 | 200 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 15,714 | 193 | 0.01% | 0.01% | 197 | +871 | 5.87% | Q4 2025 | Jan 22, 2026 |
| Crestwood Advisors Group, LLC | History | New | 15,676 | 192 | 0.0% | — | 199 | +15,676 | New | Q4 2025 | Feb 03, 2026 |
| BURNEY CO/ | History | Added to | 15,629 | 192 | 0.01% | 0.0% | 198 | +3,312 | 26.89% | Q4 2025 | Jan 23, 2026 |
| Scientech Research LLC | History | New | 14,886 | 183 | 0.12% | — | 200 | +14,886 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,577 | 179 | 0.01% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,194 | 174 | 0.0% | — | 202 | +14,194 | New | Q4 2025 | Feb 18, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 13,800 | 169 | 0.0% | — | 203 | +13,800 | New | Q4 2025 | Jan 29, 2026 |
| Optas, LLC | History | Added to | 13,782 | 169 | 0.03% | 0.02% | 204 | +2,829 | 25.83% | Q4 2025 | Jan 27, 2026 |
| CERTUITY, LLC | History | Added to | 13,394 | 164 | 0.01% | 0.01% | 205 | +1,111 | 9.05% | Q4 2025 | Jan 30, 2026 |
| Man Group plc | History | New | 12,969 | 159 | 0.0% | — | 206 | +12,969 | New | Q4 2025 | Feb 17, 2026 |
| Byrne Asset Management LLC | History | Added to | 12,780 | 157 | 0.09% | 0.04% | 207 | +7,389 | 137.06% | Q4 2025 | Jan 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 12,598 | 154 | 0.0% | 0.0% | 208 | -22,350 | -63.95% | Q4 2025 | Feb 12, 2026 |
| IFM Investors Pty Ltd | History | No change | 12,449 | 153 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 12,300 | 151 | 0.09% | 0.07% | 211 | +2,300 | 23.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 12,350 | 151 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,669 | 143 | 0.0% | 0.0% | 212 | +46 | 0.4% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 11,543 | 141 | 0.0% | — | 213 | +11,543 | New | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 11,246 | 138 | 0.0% | — | 214 | +11,246 | New | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 10,924 | 137 | 0.0% | 0.0% | 215 | +506 | 4.86% | Q4 2025 | Feb 18, 2026 |
| Ascent Group, LLC | History | New | 11,058 | 136 | 0.0% | — | 216 | +11,058 | New | Q4 2025 | Jan 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 10,910 | 134 | 0.0% | — | 217 | +10,910 | New | Q4 2025 | Jan 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,708 | 131 | 0.0% | 0.0% | 218 | +514 | 5.04% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | New | 10,391 | 127 | 0.0% | — | 220 | +10,391 | New | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,341 | 127 | 0.0% | 0.0% | 219 | -380 | -3.54% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,113 | 124 | 0.0% | 0.0% | 221 | -1,969 | -16.3% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 10,000 | 123 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,523 | 117 | 0.0% | 0.0% | 223 | +816 | 9.37% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,903 | 97 | 0.0% | 0.0% | 224 | +3,778 | 91.59% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 7,318 | 90 | 0.01% | — | 227 | +7,318 | New | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Added to | 7,345 | 90 | 0.0% | 0.0% | 226 | +4,604 | 167.97% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 7,395 | 90 | 0.0% | 0.0% | 225 | -637 | -7.93% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 7,224 | 88 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 7,140 | 87 | 0.0% | 0.0% | 229 | -533 | -6.95% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 7,063 | 87 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaQuest LLC | History | Reduced | 5,963 | 73 | 0.0% | 0.05% | 231 | -65,333 | -91.64% | Q4 2025 | Feb 09, 2026 |
| V-Square Quantitative Management LLC | History | New | 6,000 | 73 | 0.01% | — | 232 | +6,000 | New | Q4 2025 | Jan 22, 2026 |
| Westfuller Advisors, LLC | History | No change | 6,000 | 73 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,442 | 66 | 0.0% | 0.0% | 234 | -303 | -5.27% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 4,739 | 58 | 0.0% | — | 235 | +4,739 | New | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 4,700 | 57 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,059 | 49 | 0.0% | — | 237 | +4,059 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 3,513 | 43 | 0.01% | 0.01% | 238 | -644 | -15.49% | Q4 2025 | Jan 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,224 | 39 | 0.01% | — | 241 | +3,223 | 322300.0% | Q4 2025 | Mar 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,204 | 39 | 0.0% | — | 240 | +3,204 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 3,210 | 39 | 0.0% | 0.0% | 239 | +939 | 41.35% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,163 | 38 | 0.0% | 0.0% | 242 | +2,600 | 461.81% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,619 | 32 | 0.0% | 0.0% | 243 | -5,626 | -68.24% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,576 | 32 | 0.0% | 0.0% | 245 | +1,983 | 334.4% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,682 | 32 | 0.0% | 0.0% | 244 | +737 | 37.89% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,566 | 31 | 0.01% | — | 246 | +2,566 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,506 | 30 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,376 | 29 | 0.0% | 0.0% | 248 | +31 | 1.32% | Q4 2025 | Jan 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,212 | 27 | 0.0% | 0.0% | 249 | +584 | 35.87% | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 2,000 | 24 | 0.01% | — | 251 | +2,000 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,982 | 24 | 0.0% | 0.0% | 250 | +34 | 1.75% | Q4 2025 | Feb 12, 2026 |
| Eagle Bay Advisors LLC | History | New | 1,915 | 23 | 0.02% | — | 252 | +1,915 | New | Q4 2025 | Jan 23, 2026 |
| Quattro Advisors LLC | History | New | 1,594 | 19 | 0.02% | — | 255 | +1,594 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 1,513 | 19 | 0.01% | 0.0% | 254 | +725 | 92.01% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,583 | 19 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,400 | 17 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | New | 1,307 | 16 | 0.0% | — | 257 | +1,307 | New | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 1,139 | 14 | 0.0% | 0.0% | 258 | +13 | 1.15% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,097 | 13 | 0.0% | 0.0% | 259 | -1,250 | -53.26% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,135 | 13 | 0.0% | 0.0% | 261 | -65 | -5.42% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,137 | 13 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,040 | 12 | 0.0% | 0.0% | 262 | -1,285 | -55.27% | Q4 2025 | Feb 10, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 12 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,050 | 12 | 0.0% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Salomon & Ludwin, LLC | History | New | 940 | 11 | 0.0% | — | 265 | +940 | New | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | Reduced | 782 | 9 | 0.0% | 0.0% | 266 | -4 | -0.51% | Q4 2025 | Jan 29, 2026 |
| Tidemark, LLC | History | No change | 699 | 8 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | Reduced | 640 | 7 | 0.0% | 0.0% | 270 | -560 | -46.67% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 600 | 7 | 0.0% | 0.0% | 269 | +210 | 53.85% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 641 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 566 | 6 | 0.0% | — | 272 | +566 | New | Q4 2025 | Feb 11, 2026 |
| Bank & Trust Co | History | Reduced | 489 | 6 | 0.0% | 0.01% | 276 | -452 | -48.03% | Q4 2025 | Jan 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 566 | 6 | 0.0% | 0.0% | 273 | -315 | -35.75% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 519 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 500 | 6 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | New | 480 | 5 | 0.0% | — | 277 | +480 | New | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | New | 400 | 4 | 0.0% | — | 278 | +400 | New | Q4 2025 | Feb 11, 2026 |
| Networth Advisors, LLC | History | New | 360 | 4 | 0.0% | — | 281 | +360 | New | Q4 2025 | Jan 22, 2026 |
| Centerpoint Advisors, LLC | History | No change | 310 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 400 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 226 | 3 | 0.0% | 0.01% | 284 | -11,352 | -98.05% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 255 | 3 | 0.0% | 0.0% | 283 | -460 | -64.34% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 300 | 3 | 0.0% | — | 285 | +300 | New | Q4 2025 | Jan 21, 2026 |
| Stone House Investment Management, LLC | History | Added to | 315 | 3 | 0.0% | 0.0% | 286 | +173 | 121.83% | Q4 2025 | Jan 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 300 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kozak & Associates, Inc. | History | No change | 208 | 3 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 246 | 3 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 197 | 2 | 0.0% | 0.0% | 289 | +85 | 75.89% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 226 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Planning Group LLC | History | No change | 132 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hilltop National Bank | History | No change | 200 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 200 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | New | 121 | 1 | 0.0% | — | 300 | +121 | New | Q4 2025 | Jan 15, 2026 |
| ORG Partners LLC | History | New | 107 | 1 | 0.0% | — | 302 | +107 | New | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | New | 75 | 1 | 0.0% | — | 297 | +75 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 84 | 1 | 0.0% | — | 301 | +53 | 170.97% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 162 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 94 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 150 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -557,127 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ghisallo Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -250,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -214,310 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -214,155 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -204,200 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -173,280 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -135,651 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93,926 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -90,570 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,815 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -44,617 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,277 | -100.0% | Q3 2025 | Jan 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,354 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28,301 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,579 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,036 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -22,549 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,571 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,609 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,328 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,198 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -17,038 | -100.0% | Q3 2025 | Nov 10, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -16,681 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.72% | — | -14,200 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,990 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Manchester Capital Management LLC | History | Reduced | 72 | 0 | — | 0.02% | — | -11,287 | -99.37% | Q4 2025 | Feb 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -5,002 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,249 | -100.0% | Q3 2025 | Nov 06, 2025 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -857 | -100.0% | Q3 2025 | Nov 10, 2025 |
| New Millennium Group LLC | History | Reduced | 64 | 0 | — | 0.0% | — | -652 | -91.06% | Q4 2025 | Feb 06, 2026 |
| SYNTAX RESEARCH, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -508 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -118 | -75.16% | Q4 2025 | Jan 09, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Parkside Financial Bank & Trust | History | Reduced | 20 | 0 | — | 0.0% | — | -80 | -80.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 03, 2026 |
| Bank of New Hampshire | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Mar 16, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 56 | 0 | — | — | — | +47 | 522.22% | Q4 2025 | Jan 30, 2026 |
| Torren Management, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Jan 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 55 | 0 | — | — | — | +30 | 120.0% | Q4 2025 | Feb 02, 2026 |
| Ankerstar Wealth, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |