Hillenbrand, Inc. - HI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 10,530,837 | 334,038 | 0.01% | 0.0% | 1 | +12,673 | 0.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 8,291,759 | 263,014 | 0.0% | 0.0% | 2 | -97,731 | -1.16% | Q4 2025 | Jan 29, 2026 |
| FIL Ltd | History | New | 2,820,346 | 89,461 | 0.07% | — | 3 | +2,820,346 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 2,711,189 | 85,998 | 0.0% | 0.0% | 4 | -59,707 | -2.15% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,040,832 | 64,735 | 0.01% | 0.02% | 5 | -757,097 | -27.06% | Q4 2025 | Feb 12, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 1,916,660 | 60,796 | 4.24% | — | 6 | +1,916,660 | New | Q4 2025 | Feb 17, 2026 |
| Pentwater Capital Management LP | History | New | 1,800,000 | 57,096 | 0.3% | — | 7 | +1,800,000 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,674,287 | 53,117 | 0.0% | 0.0% | 8 | -2,583 | -0.15% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,447,461 | 45,913 | 0.01% | 0.01% | 9 | -263,247 | -15.39% | Q4 2025 | Mar 25, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 1,391,980 | 44,153 | 0.51% | — | 10 | +1,391,980 | New | Q4 2025 | Feb 13, 2026 |
| Irenic Capital Management LP | History | No change | 1,351,604 | 42,872 | 2.88% | 3.83% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Trust Capital Management L.P. | History | New | 1,342,891 | 42,596 | 2.58% | — | 12 | +1,342,891 | New | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,328,984 | 42,155 | 0.01% | 0.01% | 13 | +4,344 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,238,362 | 39,280 | 0.14% | 0.15% | 14 | -63,346 | -4.87% | Q4 2025 | Feb 17, 2026 |
| GLAZER CAPITAL, LLC | History | New | 1,192,320 | 37,820 | 0.99% | — | 15 | +1,192,320 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,061,060 | 33,656 | 0.01% | 0.0% | 16 | +946,377 | 825.21% | Q4 2025 | Feb 17, 2026 |
| AQR Arbitrage LLC | History | New | 1,047,360 | 33,222 | 0.7% | — | 17 | +1,047,360 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,032,804 | 32,760 | 0.0% | 0.0% | 18 | +374,316 | 56.84% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 804,946 | 25,532 | 0.0% | 0.0% | 19 | +35,915 | 4.67% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 789,077 | 25,029 | 0.0% | 0.0% | 20 | -53,570 | -6.36% | Q4 2025 | Feb 17, 2026 |
| Polar Asset Management Partners Inc. | History | New | 674,619 | 21,398 | 0.27% | — | 21 | +674,619 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 638,810 | 20,263 | 0.03% | 0.0% | 22 | +600,361 | 1561.45% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | New | 632,489 | 20,062 | 0.08% | — | 23 | +632,489 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 616,995 | 19,571 | 0.01% | 0.0% | 24 | +528,183 | 594.72% | Q4 2025 | Feb 17, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 548,200 | 17,388 | 1.16% | — | 25 | +548,200 | New | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | Added to | 484,423 | 15,365 | 0.0% | 0.0% | 26 | +70,583 | 17.06% | Q4 2025 | Feb 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 477,243 | 15,138 | 0.12% | — | 27 | +477,243 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 461,846 | 14,649 | 0.0% | 0.0% | 28 | +36,549 | 8.59% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 442,775 | 14,044 | 0.0% | 0.0% | 29 | -15,957 | -3.48% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 420,773 | 13,346 | 0.0% | 0.0% | 30 | +269,545 | 178.24% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 411,750 | 13,060 | 0.06% | 0.0% | 31 | +392,224 | 2008.73% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 399,327 | 12,666 | 0.04% | 0.04% | 32 | -125,930 | -23.97% | Q4 2025 | Feb 17, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 399,006 | 12,656 | 1.36% | — | 33 | +399,006 | New | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 360,494 | 11,434 | 0.08% | — | 34 | +360,494 | New | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 335,959 | 10,656 | 0.01% | 0.0% | 35 | -4,410 | -1.3% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 294,189 | 9,331 | 0.0% | 0.0% | 36 | +67,737 | 29.91% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Added to | 293,163 | 9,299 | 0.04% | 0.01% | 37 | +244,811 | 506.31% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 285,311 | 9,051 | 0.0% | — | 38 | +285,311 | New | Q4 2025 | Mar 20, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 283,601 | 8,995 | 0.03% | 0.03% | 39 | +8,700 | 3.16% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 280,343 | 8,892 | 0.0% | 0.0% | 40 | +181,625 | 183.98% | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | New | 263,949 | 8,372 | 0.05% | — | 41 | +263,949 | New | Q4 2025 | Feb 19, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 249,409 | 7,911 | 0.0% | 0.0% | 42 | -4,846 | -1.91% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 246,945 | 7,833 | 0.0% | 0.0% | 43 | -46,173 | -15.75% | Q4 2025 | Feb 19, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 243,941 | 7,737 | 0.07% | 0.01% | 44 | +214,400 | 725.77% | Q4 2025 | Feb 05, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 242,406 | 7,689 | 2.35% | 2.36% | 45 | -16,297 | -6.3% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 240,838 | 7,639 | 0.01% | — | 46 | +240,838 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 234,572 | 7,440 | 0.01% | 0.0% | 47 | +182,347 | 349.16% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 230,368 | 7,307 | 0.02% | — | 48 | +230,368 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 209,314 | 6,639 | 0.01% | 0.01% | 49 | -41,028 | -16.39% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 201,850 | 6,402 | 0.01% | 0.0% | 50 | -10,548 | -4.97% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 192,514 | 6,106 | 0.01% | — | 51 | +192,514 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 187,140 | 5,936 | 0.01% | — | 52 | +187,140 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 178,263 | 5,654 | 0.0% | 0.0% | 53 | -12,360 | -6.48% | Q4 2025 | Feb 09, 2026 |
| Centiva Capital, LP | History | New | 175,000 | 5,551 | 0.05% | — | 54 | +175,000 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 174,478 | 5,534 | 0.0% | 0.0% | 55 | +7,269 | 4.35% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 171,198 | 5,430 | 0.0% | 0.0% | 56 | -24,101 | -12.34% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | New | 163,724 | 5,193 | 0.81% | — | 57 | +163,724 | New | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 160,517 | 5,091 | 0.06% | 0.05% | 58 | -5,823 | -3.5% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 145,698 | 4,621 | 0.0% | 0.0% | 59 | -40 | -0.03% | Q4 2025 | Feb 06, 2026 |
| Swiss National Bank | History | Added to | 139,059 | 4,410 | 0.0% | 0.0% | 60 | +2,400 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | New | 130,000 | 4,124 | 0.12% | — | 61 | +130,000 | New | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 123,475 | 3,916 | 0.0% | 0.01% | 62 | -293,254 | -70.37% | Q4 2025 | Feb 17, 2026 |
| Capricorn Fund Managers Ltd | History | New | 122,961 | 3,900 | 0.94% | — | 63 | +122,961 | New | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Reduced | 122,865 | 3,897 | 0.0% | 0.01% | 64 | -4,486,791 | -97.33% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 120,012 | 3,806 | 0.0% | 0.0% | 65 | -24,492 | -16.95% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 117,451 | 3,725 | 0.02% | 0.0% | 66 | +99,501 | 554.32% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 110,170 | 3,494 | 0.0% | 0.0% | 67 | +10,673 | 10.73% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 107,468 | 3,408 | 0.03% | — | 68 | +107,468 | New | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 100,818 | 3,197 | 0.0% | 0.0% | 69 | -42,167 | -29.49% | Q4 2025 | Feb 17, 2026 |
| Mint Tower Capital Management B.V. | History | New | 100,000 | 3,172 | 0.37% | — | 70 | +100,000 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 96,177 | 3,051 | 0.01% | 0.01% | 71 | -400 | -0.41% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | New | 92,967 | 2,948 | 0.01% | — | 72 | +92,967 | New | Q4 2025 | Feb 18, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 92,750 | 2,942 | 0.44% | — | 73 | +92,750 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 88,929 | 2,820 | 0.0% | 0.0% | 74 | +765 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Carmignac Gestion | History | New | 86,224 | 2,735 | 0.04% | — | 75 | +86,224 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 84,376 | 2,676 | 0.0% | 0.0% | 76 | +23,939 | 39.61% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 81,404 | 2,582 | 0.02% | — | 77 | +81,404 | New | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 80,064 | 2,539 | 0.01% | 0.01% | 78 | +52 | 0.06% | Q4 2025 | Feb 02, 2026 |
| Seven Six Capital Management, LLC | History | Reduced | 80,027 | 2,538 | 2.55% | 2.45% | 79 | -11,900 | -12.95% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 79,877 | 2,533 | 0.08% | 0.07% | 80 | +149 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 74,544 | 2,364 | 0.0% | 0.0% | 81 | +37,812 | 102.94% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 68,708 | 2,179 | 0.08% | — | 82 | +68,708 | New | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 66,883 | 2,121 | 0.0% | 0.0% | 83 | +1,941 | 2.99% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 66,579 | 2,111 | 0.0% | 0.01% | 84 | -147,782 | -68.94% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 66,493 | 2,109 | 0.05% | 0.05% | 85 | -6,685 | -9.14% | Q4 2025 | Feb 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 66,289 | 2,103 | 0.0% | 0.0% | 86 | +2,796 | 4.4% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 62,547 | 1,983 | 0.04% | — | 87 | +62,547 | New | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 58,782 | 1,866 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 58,484 | 1,855 | 0.0% | 0.0% | 89 | +41,609 | 246.57% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 58,357 | 1,851 | 0.0% | 0.0% | 90 | -8,280 | -12.43% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 52,927 | 1,678 | 0.0% | — | 91 | +52,927 | New | Q4 2025 | Feb 17, 2026 |
| Groupe la Francaise | History | New | 52,000 | 1,649 | 0.02% | — | 93 | +52,000 | New | Q4 2025 | Feb 12, 2026 |
| HARVEST MANAGEMENT LLC | History | Added to | 52,000 | 1,649 | 0.53% | 0.23% | 92 | +32,000 | 160.0% | Q4 2025 | Feb 17, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 49,796 | 1,579 | 0.09% | 0.08% | 94 | -3,683 | -6.89% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 48,436 | 1,536 | 0.0% | 0.0% | 95 | -2,412 | -4.74% | Q4 2025 | Feb 05, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 47,576 | 1,512 | 0.34% | 0.57% | 96 | -36,618 | -43.49% | Q4 2025 | Jan 23, 2026 |
| Texas Yale Capital Corp. | History | No change | 43,092 | 1,366 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | New | 40,707 | 1,291 | 0.04% | — | 98 | +40,707 | New | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 39,941 | 1,266 | 0.01% | 0.01% | 99 | +589 | 1.5% | Q4 2025 | Jan 23, 2026 |
| Kintayl Capital LP | History | New | 39,512 | 1,253 | 0.76% | — | 100 | +39,512 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 39,332 | 1,247 | 0.01% | 0.01% | 101 | -864 | -2.15% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,087 | 1,239 | 0.0% | 0.0% | 102 | +5,779 | 17.35% | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | New | 38,300 | 1,214 | 0.0% | — | 103 | +38,300 | New | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 38,296 | 1,214 | 0.02% | 0.01% | 104 | +490 | 1.3% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 36,203 | 1,148 | 0.01% | — | 105 | +36,203 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 33,254 | 1,054 | 0.0% | 0.0% | 106 | -24,545 | -42.47% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 32,797 | 1,040 | 0.0% | 0.0% | 107 | +13,450 | 69.52% | Q4 2025 | Jan 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 32,764 | 1,039 | 0.0% | 0.0% | 108 | -57 | -0.17% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 32,470 | 1,030 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 32,362 | 1,026 | 0.0% | 0.0% | 110 | +3,317 | 11.42% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 32,300 | 1,024 | 0.02% | 0.01% | 111 | -100 | -0.31% | Q4 2025 | Jan 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 32,263 | 1,023 | 0.0% | — | 112 | +32,263 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 29,783 | 944 | 0.0% | 0.0% | 113 | -21,824 | -42.29% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 28,359 | 899 | 0.0% | 0.0% | 114 | -14,038 | -33.11% | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 28,000 | 888 | 0.07% | — | 115 | +28,000 | New | Q4 2025 | Feb 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 27,093 | 859 | 0.01% | 0.01% | 116 | -11,073 | -29.01% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 26,165 | 829 | 0.0% | 0.0% | 117 | +196 | 0.75% | Q4 2025 | Jan 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 25,576 | 811 | 0.01% | 0.0% | 118 | +5,119 | 25.02% | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | New | 25,296 | 802 | 0.13% | — | 119 | +25,296 | New | Q4 2025 | Feb 13, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | New | 25,000 | 793 | 0.03% | — | 120 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 24,990 | 792 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 24,961 | 791 | 0.0% | 0.01% | 122 | -62,683 | -71.52% | Q4 2025 | Feb 10, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 23,760 | 753 | 0.11% | 0.65% | 123 | -133,666 | -84.91% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,558 | 747 | 0.0% | 0.0% | 124 | -101,671 | -81.19% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 23,209 | 736 | 0.0% | — | 125 | +23,209 | New | Q4 2025 | Feb 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 22,998 | 729 | 0.0% | — | 126 | +22,998 | New | Q4 2025 | Feb 12, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 22,136 | 702 | 0.01% | 0.01% | 127 | -1,000 | -4.32% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 21,720 | 688 | 0.0% | 0.01% | 128 | -155,470 | -87.74% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 20,483 | 650 | 0.0% | 0.0% | 129 | -314 | -1.51% | Q4 2025 | Feb 05, 2026 |
| HORAN Wealth, LLC | History | Reduced | 20,256 | 642 | 0.1% | 0.18% | 130 | -21,254 | -51.2% | Q4 2025 | Feb 04, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 20,000 | 634 | 0.03% | 0.04% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,670 | 623 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 19,631 | 622 | 0.0% | 0.0% | 133 | -1,217 | -5.84% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,559 | 620 | 0.01% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 19,490 | 618 | 0.08% | 0.07% | 135 | -48 | -0.25% | Q4 2025 | Feb 18, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 19,458 | 617 | 0.02% | — | 136 | +19,458 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,165 | 609 | 0.01% | 0.01% | 137 | -2,688 | -12.3% | Q4 2025 | Jan 21, 2026 |
| LMR Partners LLP | History | New | 19,115 | 606 | 0.0% | — | 138 | +19,115 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Planning, Inc. | History | Added to | 18,530 | 587 | 0.32% | 0.29% | 139 | +131 | 0.71% | Q4 2025 | Feb 18, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 18,100 | 574 | 0.02% | 0.03% | 140 | -5,200 | -22.32% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 17,658 | 561 | 0.0% | 0.0% | 141 | -2,249 | -11.3% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,508 | 555 | 0.0% | 0.0% | 142 | +7,618 | 77.03% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 17,029 | 540 | 0.0% | 0.0% | 143 | +2,670 | 18.59% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 16,994 | 539 | 0.0% | — | 144 | +16,994 | New | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 16,174 | 513 | 0.01% | 0.01% | 145 | +300 | 1.89% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 16,133 | 511 | 0.0% | 0.0% | 146 | -96,147 | -85.63% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 15,790 | 503 | 0.0% | 0.0% | 147 | -14,045 | -47.08% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 15,643 | 496 | 0.0% | 0.0% | 148 | -29,592 | -65.42% | Q4 2025 | Jan 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 15,065 | 477 | 0.05% | 0.04% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 15,000 | 475 | 0.0% | 0.0% | 150 | -900 | -5.66% | Q4 2025 | Jan 28, 2026 |
| Inspire Investing, LLC | History | Reduced | 14,750 | 467 | 0.04% | 0.04% | 151 | -1,956 | -11.71% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 14,696 | 466 | 0.0% | 0.0% | 152 | -8,589 | -36.89% | Q4 2025 | Jan 28, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 13,415 | 425 | 0.03% | — | 153 | +13,415 | New | Q4 2025 | Feb 17, 2026 |
| PenderFund Capital Management Ltd. | History | New | 13,400 | 425 | 0.07% | — | 154 | +13,400 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,377 | 424 | 0.0% | 0.0% | 155 | -106 | -0.79% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 12,786 | 405 | 0.02% | 0.01% | 156 | +6,722 | 110.85% | Q4 2025 | Feb 09, 2026 |
| Abacus Wealth Partners, LLC | History | New | 12,482 | 395 | 0.04% | — | 157 | +12,482 | New | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,100 | 383 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Reduced | 11,949 | 379 | 0.01% | 0.01% | 159 | -1,000 | -7.72% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 11,556 | 366 | 0.02% | — | 160 | +11,556 | New | Q4 2025 | Feb 12, 2026 |
| DV EQUITIES, LLC | History | New | 11,300 | 358 | 0.06% | — | 161 | +11,300 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 11,197 | 355 | 0.0% | 0.0% | 162 | -924 | -7.62% | Q4 2025 | Feb 17, 2026 |
| Greenland Capital Management LP | History | New | 10,837 | 343 | 0.04% | — | 163 | +10,837 | New | Q4 2025 | Feb 17, 2026 |
| Auto-Owners Insurance Co | History | No change | 10,500 | 333 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 10,465 | 331 | 0.0% | 0.0% | 165 | +1,238 | 13.42% | Q4 2025 | Jan 28, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 10,241 | 324 | 0.01% | 0.01% | 166 | +108 | 1.07% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 10,142 | 321 | 0.0% | 0.03% | 167 | -1,612,962 | -99.38% | Q4 2025 | Feb 13, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 10,057 | 319 | 0.14% | 0.11% | 168 | -2,543 | -20.18% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 10,050 | 318 | 0.0% | 0.0% | 169 | -2,799 | -21.78% | Q4 2025 | Feb 11, 2026 |
| PharVision Advisers, LLC | History | New | 9,859 | 312 | 0.16% | — | 170 | +9,859 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 9,378 | 297 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 9,301 | 295 | 0.0% | 0.0% | 172 | -858 | -8.45% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,242 | 293 | 0.0% | 0.0% | 173 | -272 | -2.86% | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | No change | 9,000 | 285 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,956 | 284 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | New | 8,624 | 273 | 0.01% | — | 176 | +8,624 | New | Q4 2025 | Feb 06, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 8,575 | 271 | 0.04% | 0.24% | 177 | -48,476 | -84.97% | Q4 2025 | Feb 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 8,370 | 265 | 0.02% | — | 178 | +8,370 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,384 | 265 | 0.0% | 0.0% | 179 | +41 | 0.49% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 8,056 | 255 | 0.0% | 0.0% | 180 | +161 | 2.04% | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | No change | 8,000 | 253 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | New | 7,959 | 252 | 0.0% | — | 182 | +7,959 | New | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Added to | 7,730 | 245 | 0.16% | 0.14% | 183 | +90 | 1.18% | Q4 2025 | Feb 18, 2026 |
| Virtu Financial LLC | History | New | 7,409 | 235 | 0.01% | — | 184 | +7,409 | New | Q4 2025 | Feb 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 7,433 | 235 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,299 | 231 | 0.0% | 0.0% | 187 | -220,311 | -96.79% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,291 | 231 | 0.0% | 0.0% | 186 | -451 | -5.83% | Q4 2025 | Jan 30, 2026 |
| Jain Global LLC | History | New | 6,958 | 220 | 0.0% | — | 189 | +6,958 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,930 | 220 | 0.0% | 0.0% | 188 | -1,787 | -20.5% | Q4 2025 | Jan 08, 2026 |
| CIBC Asset Management Inc | History | New | 6,934 | 219 | 0.0% | — | 190 | +6,934 | New | Q4 2025 | Feb 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 6,683 | 211 | 0.0% | — | 191 | +6,683 | New | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 190,000 | 206 | 0.02% | — | 192 | +190,000 | New | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,469 | 204 | 0.0% | — | 193 | +6,469 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | New | 6,454 | 204 | 0.0% | — | 194 | +6,454 | New | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | New | 6,307 | 200 | 0.0% | — | 195 | +6,307 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,902 | 187 | 0.01% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| METEORA CAPITAL, LLC | History | New | 5,000 | 158 | 0.01% | — | 197 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 4,472 | 142 | 0.0% | 0.0% | 198 | -4,033 | -47.42% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | Reduced | 4,145 | 131 | 0.07% | 0.14% | 199 | -5,418 | -56.66% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,103 | 130 | 0.0% | 0.0% | 200 | -789 | -16.13% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,776 | 119 | 0.0% | 0.0% | 201 | -8,169 | -68.39% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 3,271 | 104 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,224 | 102 | 0.0% | 0.0% | 203 | -1,224 | -27.52% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,000 | 95 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 2,726 | 86 | 0.0% | 0.0% | 205 | +21 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,662 | 84 | 0.0% | 0.0% | 206 | +638 | 31.52% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,175 | 68 | 0.01% | 0.01% | 207 | +79 | 3.77% | Q4 2025 | Jan 08, 2026 |
| LRI Investments, LLC | History | Reduced | 2,103 | 66 | 0.01% | 0.01% | 208 | -502 | -19.27% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 2,001 | 63 | 0.0% | 0.0% | 209 | +557 | 38.57% | Q4 2025 | Jan 05, 2026 |
| WHITTIER TRUST CO | History | No change | 1,900 | 60 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,813 | 57 | 0.01% | — | 211 | +1,813 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,621 | 51 | 0.0% | 0.0% | 212 | +71 | 4.58% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,352 | 42 | 0.0% | 0.0% | 213 | +534 | 65.28% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,332 | 42 | 0.0% | 0.0% | 214 | +196 | 17.25% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 1,122 | 35 | 0.0% | 0.0% | 217 | -1,688 | -60.07% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,113 | 35 | 0.0% | — | 216 | +1,113 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,120 | 35 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,100 | 34 | 0.0% | 0.0% | 218 | -12,400 | -91.85% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 1,089 | 34 | 0.0% | — | 220 | +1,089 | New | Q4 2025 | Feb 17, 2026 |
| Luminist Capital LLC | History | No change | 1,078 | 34 | 0.04% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 916 | 29 | 0.0% | 0.0% | 221 | +394 | 75.48% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 903 | 28 | 0.0% | 0.0% | 223 | +128 | 16.52% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 914 | 28 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 819 | 25 | 0.0% | 0.0% | 224 | -55 | -6.29% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | New | 696 | 22 | 0.0% | — | 225 | +696 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 653 | 21 | 0.0% | 0.0% | 226 | -11 | -1.66% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 600 | 19 | 0.0% | 0.0% | 228 | -60 | -9.09% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 599 | 19 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Added to | 505 | 16 | 0.0% | 0.0% | 229 | +81 | 19.1% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | New | 495 | 15 | 0.0% | — | 230 | +495 | New | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 450 | 14 | 0.0% | 0.0% | 231 | -463 | -50.71% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 425 | 13 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 400 | 12 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pflug Koory, LLC | History | No change | 356 | 11 | 0.01% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 325 | 10 | 0.0% | — | 236 | +325 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 337 | 10 | 0.0% | 0.0% | 235 | +49 | 17.01% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 270 | 9 | 0.0% | 0.0% | 237 | +76 | 39.18% | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Added to | 313 | 9 | 0.0% | 0.0% | 241 | +9 | 2.96% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 306 | 9 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 298 | 9 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 307 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 254 | 8 | 0.0% | 0.0% | 244 | -576 | -69.4% | Q4 2025 | Mar 16, 2026 |
| GW&K Investment Management, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 274 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Estate Planners Group, LLC | History | New | 203 | 6 | 0.0% | — | 246 | +203 | New | Q4 2025 | Apr 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 196 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westfuller Advisors, LLC | History | Added to | 168 | 5 | 0.0% | 0.0% | 250 | +1 | 0.6% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 159 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 160 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 165 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 148 | 4 | 0.0% | — | 252 | +148 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 143 | 4 | 0.0% | — | 253 | +143 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 145 | 4 | 0.0% | 0.0% | 255 | +37 | 34.26% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 139 | 4 | 0.0% | 0.0% | 251 | +14 | 11.2% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Added to | 130 | 4 | 0.0% | 0.0% | 254 | +1 | 0.78% | Q4 2025 | Jan 30, 2026 |
| Torren Management, LLC | History | New | 105 | 3 | 0.0% | — | 260 | +105 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Reduced | 126 | 3 | 0.0% | 0.0% | 257 | -7 | -5.26% | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 100 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 102 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 95 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 94 | 2 | 0.0% | 0.0% | 263 | -247 | -72.43% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 262 | -79 | -48.47% | Q4 2025 | Feb 09, 2026 |
| CrossGen Wealth, LLC | History | New | 75 | 2 | 0.0% | — | 268 | +75 | New | Q4 2025 | Feb 19, 2026 |
| Monetary Solutions, Ltd | History | New | 75 | 2 | 0.0% | — | 269 | +75 | New | Q4 2025 | Feb 23, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 87 | 2 | 0.0% | — | 261 | +59 | 210.71% | Q4 2025 | Feb 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 67 | 2 | 0.0% | 0.0% | 265 | -4 | -5.63% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 66 | 2 | 0.0% | 0.0% | 267 | -3 | -4.35% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | No change | 79 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 68 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Horizon Investments, LLC | History | New | 36 | 1 | 0.0% | — | 271 | +36 | New | Q4 2025 | Feb 02, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 59 | 1 | 0.0% | — | 273 | +30 | 103.45% | Q4 2025 | Jan 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 46 | 1 | 0.0% | — | 272 | +19 | 70.37% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 270 | -7 | -14.29% | Q4 2025 | Feb 03, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.39% | — | -4,194,927 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.83% | — | -3,140,306 | -100.0% | Q3 2025 | Nov 13, 2025 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,058,538 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOMS Capital Investment Management LP | History | Closed out | 0 | 0 | — | 0.63% | — | -1,000,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 2.31% | — | -956,290 | -100.0% | Q3 2025 | Nov 07, 2025 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -546,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.39% | — | -524,297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.01% | — | -503,722 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BERNZOTT CAPITAL ADVISORS | History | Closed out | 0 | 0 | — | 4.97% | — | -389,330 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.12% | — | -340,651 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -266,222 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -245,960 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bullseye Asset Management LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -105,208 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -95,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -89,388 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -86,212 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diameter Capital Partners LP | History | Closed out | 0 | 0 | — | 0.13% | — | -75,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59,328 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -57,044 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Expect Equity LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -48,815 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.13% | — | -37,868 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,820 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,111 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,435 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -19,949 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -17,943 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TradeLink Capital LLC | History | Closed out | 0 | 0 | — | 3.42% | — | -17,591 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,164 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.05% | — | -12,614 | -100.0% | Q3 2025 | Oct 14, 2025 |
| VIAWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,358 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,819 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,580 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,351 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -7,887 | -100.0% | Q3 2025 | Nov 04, 2025 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,585 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kennebec Savings Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -1,320 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Truvestments Capital LLC | History | Reduced | 6 | 0 | — | 0.01% | — | -1,187 | -99.5% | Q4 2025 | Feb 13, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -976 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -557 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -412 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Oct 16, 2025 |
| WPG Advisers, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -36 | -87.8% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -34 | -68.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Mar 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 21, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Leonteq Securities AG | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Root Financial Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |