HOULIHAN LOKEY, INC. - HLI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 5,256,736 | 915,670 | 0.01% | 0.02% | 1 | -48,446 | -0.91% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 5,241,321 | 912,985 | 0.02% | 0.02% | 2 | -269,388 | -4.89% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,772,807 | 482,995 | 1.3% | 1.46% | 3 | -149,067 | -5.1% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,291,511 | 399,158 | 1.71% | 2.16% | 4 | -129,622 | -5.35% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,703,369 | 296,706 | 0.05% | — | 5 | +1,703,369 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,703,295 | 296,696 | 0.01% | 0.01% | 6 | -11,708 | -0.68% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,418,549 | 247,133 | 0.02% | 0.02% | 7 | +84,757 | 6.35% | Q4 2025 | Feb 09, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,283,813 | 223,627 | 0.04% | 0.05% | 8 | -88,890 | -6.48% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,199,459 | 208,933 | 0.07% | 0.0% | 9 | +1,156,973 | 2723.19% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 1,125,462 | 196,044 | 0.01% | 0.02% | 10 | -309,477 | -21.57% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,123,951 | 195,781 | 0.53% | 0.62% | 11 | -6,239 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Added to | 962,263 | 167,616 | 0.03% | 0.04% | 12 | +5,822 | 0.61% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 953,840 | 166,149 | 0.01% | 0.01% | 13 | -46,340 | -4.63% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 796,361 | 139,783 | 0.04% | 0.06% | 14 | -45,588 | -5.41% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 760,961 | 132,551 | 0.02% | 0.03% | 15 | -66,564 | -8.04% | Q4 2025 | Feb 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 708,847 | 123,474 | 0.22% | 0.29% | 16 | -4,647 | -0.65% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 697,293 | 121,461 | 1.34% | 1.55% | 17 | -50,539 | -6.76% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 688,906 | 120,000 | 0.12% | 0.16% | 18 | -29,046 | -4.05% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 662,940 | 115,477 | 0.01% | — | 19 | +662,940 | New | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 628,778 | 109,526 | 0.08% | 0.1% | 20 | -36,958 | -5.55% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 587,767 | 102,383 | 0.06% | 0.07% | 21 | -1,326 | -0.23% | Q4 2025 | Jan 30, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 568,883 | 99,093 | 0.08% | 0.09% | 22 | -3,880 | -0.68% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 550,308 | 95,858 | 0.01% | 0.01% | 23 | -8,976 | -1.6% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 544,862 | 94,909 | 0.01% | 0.01% | 24 | +92,453 | 20.44% | Q4 2025 | Mar 25, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 535,337 | 93,254 | 0.02% | 0.02% | 25 | +13,445 | 2.58% | Q4 2025 | Feb 12, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 520,002 | 90,579 | 0.38% | 0.35% | 26 | +113,696 | 27.98% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 509,671 | 88,779 | 0.01% | 0.01% | 27 | -26,817 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 459,100 | 79,970 | 0.81% | 0.79% | 28 | -52,181 | -10.21% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 424,253 | 73,900 | 0.01% | 0.02% | 29 | -64,052 | -13.12% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 422,344 | 73,568 | 0.01% | 0.01% | 30 | +4,801 | 1.15% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 408,038 | 71,076 | 0.05% | 0.06% | 31 | +14,929 | 3.8% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 393,901 | 68,613 | 0.01% | 0.02% | 32 | -14,433 | -3.53% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 386,908 | 67,396 | 0.1% | — | 33 | +386,908 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 379,478 | 66,101 | 0.03% | 0.03% | 34 | +145,454 | 62.15% | Q4 2025 | Feb 17, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 377,378 | 65,735 | 1.9% | 2.24% | 35 | +686 | 0.18% | Q4 2025 | Feb 02, 2026 |
| GW&K Investment Management, LLC | History | Added to | 356,255 | 62,056 | 0.54% | 0.62% | 36 | +13,614 | 3.97% | Q4 2025 | Feb 11, 2026 |
| Fiera Capital Corp | History | Added to | 352,579 | 61,415 | 0.19% | 0.18% | 37 | +86,764 | 32.64% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 352,138 | 61,338 | 0.02% | 0.03% | 38 | -108,527 | -23.56% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 343,414 | 59,819 | 0.02% | 0.02% | 39 | -62,476 | -15.39% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 325,664 | 56,727 | 0.08% | 0.1% | 40 | +290 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 313,458 | 54,601 | 0.16% | 0.26% | 41 | -85,000 | -21.33% | Q4 2025 | Feb 06, 2026 |
| Capital International Investors | History | Reduced | 313,232 | 54,561 | 0.01% | 0.02% | 42 | -257,672 | -45.13% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 280,261 | 48,818 | 1.01% | 1.14% | 43 | +3,433 | 1.24% | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 266,656 | 46,448 | 0.33% | 0.51% | 44 | -108,644 | -28.95% | Q4 2025 | Jan 09, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 266,575 | 46,435 | 0.03% | 0.1% | 45 | -536,568 | -66.81% | Q4 2025 | Feb 19, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Reduced | 257,463 | 44,847 | 2.14% | 2.52% | 46 | -2,733 | -1.05% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 239,674 | 41,748 | 0.01% | 0.01% | 47 | -26,853 | -10.08% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 237,228 | 41,322 | 0.01% | 0.01% | 48 | -45,523 | -16.1% | Q4 2025 | Jan 29, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 236,095 | 41,125 | 1.17% | 1.35% | 49 | -5,617 | -2.32% | Q4 2025 | Jan 05, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 234,404 | 40,878 | 0.64% | 0.74% | 50 | +14,356 | 6.52% | Q4 2025 | Feb 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 234,047 | 40,768 | 0.07% | 0.06% | 51 | +63,430 | 37.18% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 225,385 | 39,633 | 0.03% | — | 52 | +225,385 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 222,857 | 38,819 | 0.04% | 0.06% | 53 | -24,928 | -10.06% | Q4 2025 | Feb 06, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Added to | 204,387 | 37,151 | 4.01% | 4.39% | 54 | +1,254 | 0.62% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 201,864 | 35,162 | 0.01% | 0.0% | 55 | +97,251 | 92.96% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 185,020 | 32,228 | 1.29% | 1.44% | 56 | -1,162 | -0.62% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 174,016 | 30,311 | 0.03% | 0.04% | 57 | -34,497 | -16.54% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 171,246 | 29,829 | 0.43% | 0.51% | 58 | +4,250 | 2.54% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 162,168 | 28,250 | 0.01% | 0.01% | 59 | +46,135 | 39.76% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 160,825 | 28,015 | 0.0% | 0.01% | 60 | -168,623 | -51.18% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 158,530 | 27,614 | 0.0% | 0.0% | 61 | -16,165 | -9.25% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 157,343 | 27,407 | 0.02% | 0.03% | 62 | +1,884 | 1.21% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 153,662 | 26,766 | 0.01% | 0.01% | 63 | +8,527 | 5.88% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 148,240 | 25,821 | 0.01% | 0.0% | 64 | +145,146 | 4691.21% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 146,251 | 25,475 | 0.09% | 0.11% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 140,942 | 24,550 | 0.03% | 0.04% | 66 | -19,828 | -12.33% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 126,977 | 22,118 | 0.04% | 20.19% | 67 | +105,797 | 499.51% | Q4 2025 | Feb 17, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 123,672 | 21,542 | 0.45% | 0.44% | 68 | +17,199 | 16.15% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Reduced | 122,900 | 21,407 | 0.01% | 0.01% | 69 | -106,175 | -46.35% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 118,845 | 20,701 | 0.85% | 1.03% | 70 | -140 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Nuveen, LLC | History | Added to | 118,820 | 20,697 | 0.01% | 0.01% | 71 | +3,327 | 2.88% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 117,096 | 20,396 | 0.01% | 0.01% | 72 | -3,507 | -2.91% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 115,453 | 20,110 | 0.01% | 0.01% | 73 | +10,205 | 9.7% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | New | 115,238 | 20,073 | 0.02% | — | 74 | +115,238 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 115,148 | 20,057 | 0.06% | 0.0% | 75 | +110,924 | 2626.04% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 108,927 | 18,973 | 0.01% | 0.01% | 76 | +15,446 | 16.52% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 107,236 | 18,679 | 0.01% | 0.01% | 77 | +3,000 | 2.88% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 103,943 | 18,105 | 0.01% | 0.01% | 78 | +3,229 | 3.21% | Q4 2025 | Feb 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 99,580 | 17,345 | 0.04% | 0.1% | 79 | -68,970 | -40.92% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 98,183 | 17,102 | 0.0% | 0.0% | 80 | +10,818 | 12.38% | Q4 2025 | Feb 17, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 97,650 | 17,009 | 4.74% | 4.56% | 81 | +8,650 | 9.72% | Q4 2025 | Mar 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 95,225 | 16,587 | 0.02% | 0.04% | 82 | -44,315 | -31.76% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 92,789 | 16,162 | 0.09% | 0.11% | 83 | -4,850 | -4.97% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 88,080 | 15,342 | 0.01% | 0.01% | 84 | -20,977 | -19.23% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 87,982 | 15,325 | 0.21% | 0.23% | 85 | +3,955 | 4.71% | Q4 2025 | Feb 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | New | 86,601 | 15,085 | 0.33% | — | 86 | +86,601 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 86,209 | 15,016 | 0.0% | 0.0% | 87 | -19,736 | -18.63% | Q4 2025 | Feb 09, 2026 |
| Interval Partners, LP | History | New | 84,954 | 14,798 | 0.26% | — | 88 | +84,954 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 78,842 | 13,734 | 0.02% | 0.0% | 89 | +78,456 | 20325.39% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | New | 76,453 | 13,317 | 0.06% | — | 90 | +76,453 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 70,928 | 13,123 | 0.14% | 0.16% | 91 | -124 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 74,633 | 13,001 | 0.01% | 0.02% | 92 | +2,819 | 3.93% | Q4 2025 | Feb 17, 2026 |
| PineStone Asset Management Inc. | History | No change | 74,495 | 12,976 | 0.08% | 0.1% | 93 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 73,033 | 12,721 | 0.01% | 0.02% | 94 | -8,168 | -10.06% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | New | 69,960 | 12,186 | 0.69% | — | 95 | +69,960 | New | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 65,889 | 11,477 | 0.08% | 0.1% | 96 | +286 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 65,426 | 11,396 | 0.04% | 0.04% | 97 | -309 | -0.47% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,321 | 10,681 | 0.0% | 0.0% | 98 | +56,348 | 1133.08% | Q4 2025 | Feb 12, 2026 |
| Wealth High Governance Capital Ltda | History | Reduced | 61,026 | 10,630 | 1.99% | 4.25% | 99 | -10,974 | -15.24% | Q4 2025 | Jan 30, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 52,129 | 9,899 | 2.46% | 2.81% | 100 | -1,978 | -3.66% | Q4 2025 | Jan 22, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 54,901 | 9,563 | 0.1% | 0.12% | 101 | -2,629 | -4.57% | Q4 2025 | Feb 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 54,025 | 9,410 | 0.07% | — | 102 | +54,025 | New | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 53,126 | 9,279 | 0.01% | 0.01% | 103 | -18,129 | -25.44% | Q4 2025 | Jan 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 51,376 | 8,949 | 0.01% | 0.01% | 104 | +1,445 | 2.89% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 50,502 | 8,796 | 0.42% | — | 105 | +50,502 | New | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 49,996 | 8,708 | 0.03% | 0.04% | 106 | +3 | 0.01% | Q4 2025 | Feb 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 49,619 | 8,643 | 0.03% | 0.04% | 107 | +6,078 | 13.96% | Q4 2025 | Jan 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 48,702 | 8,483 | 0.01% | 0.01% | 108 | +3,383 | 7.46% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 48,301 | 8,413 | 0.09% | 0.11% | 109 | -4,941 | -9.28% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,021 | 8,364 | 0.0% | 0.0% | 110 | +37,221 | 344.64% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 47,894 | 8,343 | 0.01% | 0.0% | 111 | +44,034 | 1140.78% | Q4 2025 | Jan 09, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 46,524 | 8,104 | 0.03% | 0.04% | 112 | +1,946 | 4.37% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 44,722 | 7,790 | 0.02% | 0.03% | 113 | -8,992 | -16.74% | Q4 2025 | Feb 17, 2026 |
| Pier Capital, LLC | History | Added to | 44,000 | 7,664 | 1.22% | 0.87% | 114 | +16,894 | 62.33% | Q4 2025 | Feb 03, 2026 |
| Boston Partners | History | New | 43,930 | 7,652 | 0.01% | — | 115 | +43,930 | New | Q4 2025 | Feb 13, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 41,361 | 7,204 | 0.97% | 0.38% | 116 | +27,525 | 198.94% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 41,311 | 7,195 | 0.01% | 0.01% | 117 | +2,073 | 5.28% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 38,100 | 7,049 | 0.15% | 0.16% | 118 | +353 | 0.94% | Q4 2025 | Jan 26, 2026 |
| Robinhood Asset Management, LLC | History | New | 39,395 | 6,862 | 0.55% | — | 119 | +39,395 | New | Q4 2025 | Jan 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 39,067 | 6,805 | 0.01% | — | 120 | +39,067 | New | Q4 2025 | Feb 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 38,974 | 6,788 | 0.15% | 0.43% | 121 | -9,026 | -18.8% | Q4 2025 | Feb 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 38,827 | 6,762 | 0.01% | 0.01% | 122 | -4,127 | -9.61% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 36,692 | 6,452 | 0.01% | 0.02% | 123 | -40,009 | -52.16% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 36,029 | 6,275 | 0.0% | 0.0% | 124 | +26,124 | 263.75% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Added to | 34,466 | 6,003 | 0.19% | 0.23% | 125 | +52 | 0.15% | Q4 2025 | Feb 12, 2026 |
| THOMAS STORY & SON LLC | History | New | 34,375 | 5,987 | 2.22% | — | 126 | +34,375 | New | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 33,516 | 5,838 | 0.14% | 0.18% | 127 | -412 | -1.21% | Q4 2025 | Jan 28, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 33,495 | 5,834 | 0.02% | 0.04% | 128 | -24,346 | -42.09% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,033 | 5,754 | 0.01% | 0.01% | 129 | -17,553 | -34.7% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 31,685 | 5,519 | 0.05% | 0.07% | 130 | -1,209 | -3.68% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 30,856 | 5,374 | 0.23% | 0.1% | 131 | +19,388 | 169.06% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 30,731 | 5,353 | 0.45% | 0.04% | 132 | +28,518 | 1288.66% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,878 | 5,343 | 0.01% | 0.01% | 133 | +34 | 0.12% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 30,066 | 5,237 | 0.08% | 0.12% | 134 | -8,205 | -21.44% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 28,733 | 5,004 | 0.01% | 0.01% | 135 | +2,644 | 10.13% | Q4 2025 | Feb 17, 2026 |
| Dorsey Wright & Associates | History | Added to | 28,123 | 4,901 | 1.06% | 1.23% | 136 | +1,254 | 4.67% | Q4 2025 | Feb 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 28,070 | 4,889 | 0.06% | 0.07% | 137 | -2,477 | -8.11% | Q4 2025 | Feb 02, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 28,000 | 4,877 | 1.54% | 1.89% | 138 | +23 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 27,924 | 4,864 | 0.02% | — | 139 | +27,924 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 27,624 | 4,811 | 0.02% | 0.03% | 140 | -1,293 | -4.47% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 26,946 | 4,693 | 0.01% | 0.01% | 141 | +6,265 | 30.29% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 26,837 | 4,674 | 0.0% | 0.01% | 142 | -81,003 | -75.11% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 26,379 | 4,594 | 0.02% | — | 143 | +26,379 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 25,676 | 4,481 | 0.0% | 0.0% | 144 | -10,042 | -28.11% | Q4 2025 | Mar 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 25,110 | 4,373 | 0.01% | 0.01% | 145 | -2,462 | -8.93% | Q4 2025 | Feb 13, 2026 |
| Harbor Advisors LLC | History | No change | 25,000 | 4,354 | 0.65% | 0.79% | 146 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 24,969 | 4,349 | 0.0% | 0.0% | 147 | -331 | -1.31% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 24,844 | 4,328 | 0.03% | 0.04% | 148 | -1,975 | -7.36% | Q4 2025 | Feb 05, 2026 |
| PDT Partners, LLC | History | Reduced | 24,781 | 4,316 | 0.28% | 0.42% | 149 | -7,834 | -24.02% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 24,154 | 4,207 | 0.02% | 0.04% | 150 | -25,001 | -50.86% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 24,150 | 4,206 | 0.0% | 0.0% | 151 | +5,662 | 30.63% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 23,339 | 4,064 | 0.02% | 0.02% | 152 | +8,095 | 53.1% | Q4 2025 | Feb 17, 2026 |
| Hilton Capital Management, LLC | History | Added to | 23,168 | 4,035 | 0.3% | 0.31% | 153 | +4,622 | 24.92% | Q4 2025 | Feb 12, 2026 |
| Bell Asset Management Ltd | History | Added to | 22,891 | 3,997 | 1.07% | 1.08% | 154 | +3,706 | 19.32% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 22,793 | 3,970 | 0.03% | 0.04% | 155 | -1,410 | -5.83% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 22,658 | 3,947 | 0.01% | 0.02% | 156 | -1,654 | -6.8% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,230 | 3,872 | 0.01% | 0.01% | 157 | -874 | -3.78% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,566 | 3,756 | 0.01% | 0.03% | 158 | -8,003 | -27.07% | Q4 2025 | Feb 18, 2026 |
| Weil Company, Inc. | History | Reduced | 21,521 | 3,748 | 0.86% | 1.15% | 159 | -1,761 | -7.56% | Q4 2025 | Jan 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 21,320 | 3,713 | 0.0% | 0.0% | 160 | -8,455 | -28.4% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,600 | 3,588 | 0.01% | 0.01% | 161 | +1,589 | 8.36% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 20,142 | 3,508 | 0.01% | 0.01% | 162 | -9,114 | -31.15% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 20,063 | 3,494 | 0.01% | — | 163 | +20,063 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 19,968 | 3,478 | 0.0% | 0.01% | 164 | -1,923 | -8.78% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Added to | 19,650 | 3,422 | 0.04% | 0.05% | 165 | +93 | 0.48% | Q4 2025 | Feb 05, 2026 |
| Weiss Asset Management LP | History | New | 19,558 | 3,406 | 0.05% | — | 166 | +19,558 | New | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 19,513 | 3,399 | 0.01% | 0.01% | 167 | +127 | 0.66% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,622 | 3,338 | 0.04% | 0.04% | 168 | -244 | -1.37% | Q4 2025 | Jan 21, 2026 |
| Faithward Advisors, LLC | History | Added to | 19,066 | 3,321 | 0.49% | 0.55% | 169 | +1,131 | 6.31% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 18,903 | 3,292 | 0.0% | 0.01% | 170 | -2,106 | -10.02% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,829 | 3,279 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 19,376 | 3,261 | 0.01% | 0.01% | 172 | -829 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,661 | 3,250 | 0.01% | 0.01% | 173 | +2,012 | 12.08% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,542 | 3,229 | 0.02% | 0.02% | 174 | +482 | 2.67% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 18,490 | 3,220 | 0.02% | 0.02% | 175 | +400 | 2.21% | Q4 2025 | Jan 27, 2026 |
| Cinctive Capital Management LP | History | Added to | 18,221 | 3,173 | 0.17% | 0.08% | 176 | +9,704 | 113.94% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 18,126 | 3,157 | 0.08% | — | 177 | +18,126 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,593 | 3,064 | 0.01% | 0.01% | 178 | +1,489 | 9.25% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 17,543 | 3,055 | 0.02% | 0.02% | 179 | +3,717 | 26.88% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,671 | 2,903 | 0.0% | 0.0% | 180 | -804 | -4.6% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,620 | 2,895 | 0.02% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Monument Capital Management | History | Added to | 16,337 | 2,845 | 0.71% | 0.84% | 182 | +4 | 0.02% | Q4 2025 | Jan 26, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 16,120 | 2,807 | 0.01% | 0.01% | 183 | +543 | 3.49% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,070 | 2,799 | 0.01% | 0.01% | 184 | -1,811 | -10.13% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 15,761 | 2,745 | 0.08% | 0.1% | 185 | -676 | -4.11% | Q4 2025 | Feb 11, 2026 |
| Arizona State Retirement System | History | Reduced | 15,170 | 2,642 | 0.01% | 0.02% | 186 | -748 | -4.7% | Q4 2025 | Jan 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 15,151 | 2,639 | 0.01% | 0.02% | 187 | -16,529 | -52.17% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 15,100 | 2,630 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 14,700 | 2,560 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 14,233 | 2,479 | 0.01% | 0.02% | 190 | -549 | -3.71% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,009 | 2,440 | 0.0% | 0.02% | 192 | -162,539 | -92.07% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 14,009 | 2,440 | 0.01% | 0.02% | 191 | -314 | -2.19% | Q4 2025 | Jan 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 13,964 | 2,432 | 0.03% | 0.03% | 193 | +2,357 | 20.31% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Reduced | 13,947 | 2,429 | 0.0% | 0.0% | 194 | -557 | -3.84% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,642 | 2,376 | 0.01% | 0.01% | 195 | -312 | -2.24% | Q4 2025 | Feb 10, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 13,281 | 2,313 | 0.04% | — | 196 | +13,281 | New | Q4 2025 | Feb 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 12,944 | 2,273 | 0.01% | 0.01% | 197 | -2,634 | -16.91% | Q4 2025 | Feb 05, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 12,900 | 2,247 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,197 | 2,124 | 0.02% | 0.04% | 199 | +78 | 0.64% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,996 | 2,089 | 0.0% | 0.0% | 200 | -1,859 | -13.42% | Q4 2025 | Mar 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,900 | 2,072 | 0.01% | 0.01% | 201 | +700 | 6.25% | Q4 2025 | Jan 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,493 | 2,004 | 0.0% | 0.0% | 202 | +3,288 | 40.07% | Q4 2025 | Jan 28, 2026 |
| TWINBEECH CAPITAL LP | History | New | 11,488 | 2,001 | 0.14% | — | 203 | +11,488 | New | Q4 2025 | Feb 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 11,254 | 1,960 | 0.13% | 0.15% | 204 | +419 | 3.87% | Q4 2025 | Jan 09, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 11,146 | 1,941 | 0.07% | — | 205 | +11,146 | New | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,930 | 1,903 | 0.02% | 0.03% | 206 | +25 | 0.23% | Q4 2025 | Feb 04, 2026 |
| Oak Thistle LLC | History | New | 10,678 | 1,860 | 0.26% | — | 207 | +10,678 | New | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,663 | 1,857 | 0.0% | 0.0% | 208 | +1,108 | 11.6% | Q4 2025 | Mar 16, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,600 | 1,846 | 0.06% | 0.07% | 209 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BOKF, NA | History | Reduced | 10,548 | 1,837 | 0.03% | 0.04% | 210 | -2,196 | -17.23% | Q4 2025 | Feb 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 10,426 | 1,816 | 0.0% | 0.0% | 211 | +5,320 | 104.19% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,347 | 1,802 | 0.01% | 0.02% | 212 | -387 | -3.61% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 10,266 | 1,788 | 0.0% | 0.01% | 213 | -802 | -7.25% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Reduced | 9,990 | 1,740 | 0.0% | 0.0% | 214 | -665 | -6.24% | Q4 2025 | Jan 23, 2026 |
| Cannell & Spears LLC | History | Reduced | 9,884 | 1,721 | 0.03% | 0.04% | 215 | -620 | -5.9% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 9,503 | 1,655 | 0.13% | 0.12% | 216 | +1,916 | 25.25% | Q4 2025 | Jan 20, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 9,350 | 1,628 | 0.17% | 0.19% | 217 | +288 | 3.18% | Q4 2025 | Jan 16, 2026 |
| Gibbs Wealth Management | History | Reduced | 8,761 | 1,592 | 0.39% | 0.48% | 218 | -1,618 | -15.59% | Q4 2025 | Jan 23, 2026 |
| Edgestream Partners, L.P. | History | New | 9,061 | 1,578 | 0.04% | — | 219 | +9,061 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,056 | 1,577 | 0.02% | 0.02% | 220 | -769 | -7.83% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,836 | 1,539 | 0.01% | 0.01% | 221 | +1,809 | 25.74% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,505 | 1,481 | 0.01% | 0.0% | 222 | +4,932 | 138.04% | Q4 2025 | Jan 30, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 8,492 | 1,479 | 0.04% | 0.06% | 223 | -967 | -10.22% | Q4 2025 | Feb 03, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 8,416 | 1,466 | 0.02% | 0.03% | 224 | -54 | -0.64% | Q4 2025 | Feb 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 8,400 | 1,463 | 0.07% | 0.08% | 225 | +816 | 10.76% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,356 | 1,456 | 0.01% | 0.01% | 226 | -619 | -6.9% | Q4 2025 | Jan 05, 2026 |
| CIM, LLC | History | Added to | 8,200 | 1,428 | 0.19% | 0.21% | 227 | +215 | 2.69% | Q4 2025 | Feb 18, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 8,131 | 1,416 | 1.1% | 1.34% | 228 | +102 | 1.27% | Q4 2025 | Jan 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,090 | 1,409 | 0.0% | 0.0% | 229 | +578 | 7.69% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 8,072 | 1,406 | 0.05% | — | 230 | +8,072 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Added to | 8,065 | 1,404 | 0.0% | 0.0% | 231 | +830 | 11.47% | Q4 2025 | Feb 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,963 | 1,387 | 0.01% | 0.01% | 232 | -7,543 | -48.65% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,682 | 1,338 | 0.0% | 0.0% | 233 | -431 | -5.31% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,454 | 1,298 | 0.02% | 0.02% | 234 | +187 | 2.57% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 7,119 | 1,240 | 0.01% | 0.01% | 235 | -907 | -11.3% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,123 | 1,240 | 0.01% | 0.01% | 236 | +421 | 6.28% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | New | 7,109 | 1,238 | 0.04% | — | 237 | +7,109 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,100 | 1,236 | 0.0% | 0.04% | 238 | -155,600 | -95.64% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,050 | 1,228 | 0.04% | 0.06% | 239 | -1,458 | -17.14% | Q4 2025 | Jan 06, 2026 |
| NATIXIS | History | Reduced | 6,973 | 1,214 | 0.0% | 0.06% | 240 | -55,687 | -88.87% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 1,122,132 | 1,207 | 0.15% | 0.15% | 241 | +300 | 0.03% | Q4 2025 | Jan 13, 2026 |
| Taylor Frigon Capital Management LLC | History | Added to | 6,900 | 1,201 | 0.61% | 0.69% | 242 | +106 | 1.56% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 6,862 | 1,195 | 0.02% | 0.01% | 243 | +1,683 | 32.5% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | New | 6,693 | 1,166 | 0.0% | — | 244 | +6,693 | New | Q4 2025 | Jan 30, 2026 |
| INTRUST BANK NA | History | Added to | 6,512 | 1,134 | 0.09% | 0.1% | 245 | +556 | 9.34% | Q4 2025 | Feb 06, 2026 |
| Accredited Investors Inc. | History | New | 6,403 | 1,115 | 0.06% | — | 246 | +6,403 | New | Q4 2025 | Feb 05, 2026 |
| Vestcor Inc | History | Reduced | 6,377 | 1,111 | 0.03% | 0.1% | 247 | -10,518 | -62.26% | Q4 2025 | Feb 11, 2026 |
| FORA Capital, LLC | History | New | 6,250 | 1,088 | 0.13% | — | 248 | +6,250 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL PLC | History | New | 6,226 | 1,084 | 0.01% | — | 249 | +6,226 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,197 | 1,079 | 0.0% | 0.0% | 250 | -161 | -2.53% | Q4 2025 | Feb 17, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 5,933 | 1,033 | 0.13% | 0.16% | 251 | +88 | 1.51% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 5,900 | 1,027 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,707 | 994 | 0.01% | 0.01% | 253 | -1,658 | -22.51% | Q4 2025 | Feb 03, 2026 |
| FULTON BANK, N.A. | History | Added to | 5,687 | 990 | 0.03% | 0.04% | 254 | +433 | 8.24% | Q4 2025 | Jan 08, 2026 |
| GAMMA Investing LLC | History | Added to | 5,586 | 973 | 0.05% | 0.06% | 256 | +507 | 9.98% | Q4 2025 | Jan 05, 2026 |
| Mount Lucas Management LP | History | Reduced | 5,591 | 973 | 0.39% | 0.48% | 255 | -90 | -1.58% | Q4 2025 | Feb 05, 2026 |
| AXQ CAPITAL, LP | History | New | 5,571 | 970 | 0.22% | — | 257 | +5,571 | New | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,478 | 954 | 0.04% | 0.04% | 258 | +907 | 19.84% | Q4 2025 | Jan 21, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,415 | 943 | 0.01% | 0.01% | 259 | -530 | -8.92% | Q4 2025 | Jan 23, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 5,308 | 924 | 0.01% | — | 260 | +5,308 | New | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,276 | 919 | 0.0% | 0.0% | 261 | -1,116 | -17.46% | Q4 2025 | Feb 12, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 5,175 | 918 | 0.01% | 0.01% | 262 | +2,358 | 83.71% | Q4 2025 | Jan 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,267 | 917 | 0.01% | 0.01% | 263 | +61 | 1.17% | Q4 2025 | Feb 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 5,242 | 913 | 0.1% | 0.17% | 264 | -2,214 | -29.69% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,243 | 913 | 0.0% | 0.0% | 265 | -58 | -1.09% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 5,178 | 901 | 0.07% | 0.05% | 266 | +2,474 | 91.49% | Q4 2025 | Jan 07, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 5,150 | 897 | 0.0% | — | 267 | +5,150 | New | Q4 2025 | Feb 12, 2026 |
| Smith Group Asset Management, LLC | History | Reduced | 5,150 | 897 | 0.05% | 0.08% | 268 | -1,930 | -27.26% | Q4 2025 | Feb 10, 2026 |
| Numerai GP LLC | History | Added to | 5,149 | 896 | 0.11% | 0.15% | 269 | +121 | 2.41% | Q4 2025 | Feb 17, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 5,109 | 889 | 0.08% | 0.11% | 270 | -467 | -8.38% | Q4 2025 | Feb 03, 2026 |
| NORDEN GROUP LLC | History | Reduced | 5,043 | 878 | 0.09% | 0.13% | 271 | -1,358 | -21.22% | Q4 2025 | Jan 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 5,033 | 876 | 0.01% | 0.01% | 272 | +590 | 13.28% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,002 | 871 | 0.01% | 0.01% | 273 | +889 | 21.61% | Q4 2025 | Feb 17, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 4,986 | 868 | 0.11% | 0.12% | 274 | -1,974 | -28.36% | Q4 2025 | Feb 11, 2026 |
| Virtu Financial LLC | History | New | 4,955 | 863 | 0.03% | — | 275 | +4,955 | New | Q4 2025 | Feb 23, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 4,950 | 862 | 0.12% | 0.15% | 276 | -412 | -7.68% | Q4 2025 | Jan 21, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 4,881 | 850 | 0.01% | — | 277 | +4,881 | New | Q4 2025 | Feb 05, 2026 |
| Voleon Capital Management LP | History | Reduced | 4,874 | 849 | 0.02% | 0.04% | 278 | -2,562 | -34.45% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 4,807 | 837 | 0.0% | 0.01% | 279 | +177 | 3.82% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | New | 4,796 | 835 | 0.01% | — | 280 | +4,796 | New | Q4 2025 | Feb 17, 2026 |
| AXA S.A. | History | New | 4,737 | 825 | 0.39% | — | 281 | +4,737 | New | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 4,524 | 788 | 0.0% | 0.0% | 282 | +322 | 7.66% | Q4 2025 | Feb 04, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,384 | 763 | 0.0% | 0.0% | 283 | -473 | -9.74% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 4,323 | 753 | 0.0% | 0.02% | 284 | -47,310 | -91.63% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,313 | 751 | 0.01% | 0.01% | 285 | -233 | -5.13% | Q4 2025 | Feb 03, 2026 |
| Sendero Wealth Management, LLC | History | No change | 4,312 | 751 | 0.08% | 0.1% | 286 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MARSHALL WACE, LLP | History | New | 4,229 | 736 | 0.0% | — | 287 | +4,229 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,111 | 716 | 0.0% | 0.0% | 288 | -465 | -10.16% | Q4 2025 | Feb 18, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 4,107 | 715 | 0.02% | 0.02% | 289 | -889 | -17.79% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 4,104 | 714 | 0.02% | 0.01% | 290 | +2,032 | 98.07% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | Added to | 4,055 | 706 | 0.01% | 0.01% | 291 | +840 | 26.13% | Q4 2025 | Jan 09, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 4,030 | 701 | 0.28% | — | 293 | +4,030 | New | Q4 2025 | Jan 27, 2026 |
| Ethic Inc. | History | Reduced | 4,027 | 701 | 0.01% | 0.01% | 292 | -398 | -8.99% | Q4 2025 | Feb 03, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,008 | 698 | 0.0% | — | 294 | +4,008 | New | Q4 2025 | Feb 04, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,965 | 690 | 0.05% | 0.06% | 295 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,951 | 688 | 0.03% | 0.02% | 296 | -100 | -2.47% | Q4 2025 | Feb 04, 2026 |
| Impact Partnership Wealth, LLC | History | New | 3,930 | 684 | 0.09% | — | 297 | +3,930 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 3,886 | 676 | 0.0% | 0.01% | 298 | -10,104 | -72.22% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,856 | 671 | 0.01% | 0.01% | 299 | -188 | -4.65% | Q4 2025 | Jan 16, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,850 | 670 | 0.54% | 0.63% | 300 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| State of Wyoming | History | Added to | 3,817 | 664 | 0.07% | 0.08% | 301 | +233 | 6.5% | Q4 2025 | Feb 11, 2026 |
| Clifford Group, LLC | History | Added to | 3,806 | 663 | 0.51% | 0.6% | 302 | +43 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 3,791 | 660 | 0.01% | 0.01% | 303 | -37 | -0.97% | Q4 2025 | Jan 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 3,295 | 656 | 0.0% | 0.0% | 304 | -37 | -1.11% | Q4 2025 | Feb 11, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 3,712 | 646 | 0.29% | 0.29% | 306 | -979 | -20.87% | Q4 2025 | Feb 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 3,714 | 646 | 0.12% | 0.15% | 305 | -50 | -1.33% | Q4 2025 | Feb 09, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Reduced | 3,687 | 642 | 0.15% | 0.18% | 307 | -53 | -1.42% | Q4 2025 | Feb 18, 2026 |
| VestGen Investment Management | History | Reduced | 3,672 | 639 | 0.35% | 0.48% | 308 | -204 | -5.26% | Q4 2025 | Feb 18, 2026 |
| Bridgewater Associates, LP | History | New | 3,598 | 626 | 0.0% | — | 309 | +3,598 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,393 | 591 | 0.0% | 0.0% | 310 | -202 | -5.62% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 3,350 | 583 | 0.01% | 0.02% | 311 | -6,013 | -64.22% | Q4 2025 | Feb 11, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 3,295 | 573 | 0.11% | 0.15% | 312 | -1,019 | -23.62% | Q4 2025 | Mar 03, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 3,280 | 571 | 0.13% | — | 313 | +3,280 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 3,228 | 562 | 0.0% | 0.01% | 314 | -539 | -14.31% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,167 | 551 | 0.01% | 0.01% | 315 | +1,786 | 129.33% | Q4 2025 | Feb 17, 2026 |
| J2 Capital Management Inc | History | Added to | 3,126 | 544 | 0.4% | 0.33% | 316 | +988 | 46.21% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,109 | 541 | 0.0% | 0.0% | 317 | -381 | -10.92% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | New | 3,102 | 540 | 0.05% | — | 318 | +3,102 | New | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,098 | 539 | 0.01% | 0.01% | 319 | -11 | -0.35% | Q4 2025 | Feb 10, 2026 |
| First Bank & Trust | History | No change | 3,054 | 531 | 0.09% | 0.11% | 320 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 3,040 | 529 | 0.01% | 0.02% | 321 | -3,835 | -55.78% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,919 | 508 | 0.05% | — | 322 | +2,919 | New | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 2,895 | 504 | 0.02% | 0.03% | 323 | +197 | 7.3% | Q4 2025 | Feb 06, 2026 |
| Utah Retirement Systems | History | No change | 2,859 | 498 | 0.0% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 2,857 | 497 | 0.01% | 0.08% | 325 | -13,317 | -82.34% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 2,823 | 491 | 0.01% | 0.01% | 326 | -318 | -10.12% | Q4 2025 | Feb 13, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 2,813 | 489 | 0.52% | 0.59% | 327 | +117 | 4.34% | Q4 2025 | Feb 11, 2026 |
| AVIVA PLC | History | Added to | 2,783 | 484 | 0.0% | 0.0% | 328 | +411 | 17.33% | Q4 2025 | Feb 12, 2026 |
| Scientech Research LLC | History | New | 2,771 | 482 | 0.3% | — | 329 | +2,771 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 2,741 | 477 | 0.01% | 0.02% | 330 | -1,183 | -30.15% | Q4 2025 | Jan 28, 2026 |
| Engineers Gate Manager LP | History | Added to | 2,737 | 476 | 0.01% | 0.0% | 331 | +1,189 | 76.81% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,732 | 475 | 0.01% | 0.02% | 332 | -128 | -4.48% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,697 | 469 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,676 | 466 | 0.0% | 0.01% | 334 | -158 | -5.58% | Q4 2025 | Feb 18, 2026 |
| Integrated Quantitative Investments LLC | History | New | 2,650 | 461 | 0.1% | — | 335 | +2,650 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 2,595 | 452 | 0.04% | 0.05% | 336 | +83 | 3.3% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 2,500 | 435 | 0.05% | 0.07% | 337 | -369 | -12.86% | Q4 2025 | Jan 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 2,503 | 435 | 0.07% | 0.1% | 338 | -369 | -12.85% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,478 | 431 | 0.02% | 0.02% | 339 | -49 | -1.94% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,357 | 410 | 0.0% | 0.0% | 340 | -29 | -1.22% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2,330 | 405 | 0.26% | — | 341 | +2,330 | New | Q4 2025 | Feb 19, 2026 |
| Optimize Financial Inc | History | Added to | 2,322 | 404 | 0.2% | 0.24% | 342 | +32 | 1.4% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 2,324 | 404 | 0.19% | 0.22% | 343 | +8 | 0.35% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,303 | 401 | 0.0% | 0.0% | 344 | +15 | 0.66% | Q4 2025 | Feb 05, 2026 |
| Freestone Grove Partners LP | History | New | 2,274 | 396 | 0.0% | — | 346 | +2,274 | New | Q4 2025 | Feb 17, 2026 |
| Cynosure Group, LLC | History | Reduced | 2,278 | 396 | 0.04% | 0.06% | 345 | -266 | -10.46% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,241 | 390 | 0.0% | 0.0% | 347 | -185 | -7.63% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,219 | 386 | 0.0% | 0.0% | 348 | +304 | 15.87% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,210 | 384 | 0.01% | 0.02% | 349 | -478 | -17.78% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 2,200 | 383 | 0.0% | 0.0% | 350 | -1,100 | -33.33% | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | New | 2,185 | 380 | 0.22% | — | 352 | +2,185 | New | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,187 | 380 | 0.0% | 0.0% | 351 | -126 | -5.45% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,128 | 370 | 0.01% | 0.01% | 353 | +28 | 1.33% | Q4 2025 | Feb 13, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 2,123 | 369 | 0.24% | 0.3% | 354 | -105 | -4.71% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | Added to | 2,073 | 361 | 0.0% | 0.0% | 355 | +668 | 47.54% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | No change | 2,073 | 361 | 0.05% | 0.07% | 356 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 2,062 | 359 | 0.02% | 0.02% | 357 | -3 | -0.15% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,054 | 357 | 0.0% | 0.0% | 358 | -89 | -4.15% | Q4 2025 | Feb 18, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 2,049 | 356 | 0.0% | — | 359 | +2,049 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 2,040 | 355 | 0.09% | 0.1% | 360 | +48 | 2.41% | Q4 2025 | Jan 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,029 | 353 | 0.0% | — | 361 | +2,029 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,966 | 342 | 0.08% | — | 363 | +1,966 | New | Q4 2025 | Mar 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,964 | 342 | 0.01% | 0.01% | 362 | +136 | 7.44% | Q4 2025 | Feb 03, 2026 |
| Argos Wealth Advisors, LLC | History | New | 1,930 | 336 | 0.09% | — | 364 | +1,930 | New | Q4 2025 | Feb 04, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,927 | 335 | 0.0% | — | 365 | +1,927 | New | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,919 | 334 | 0.01% | 0.01% | 366 | +685 | 55.51% | Q4 2025 | Feb 11, 2026 |
| North Dakota State Investment Board | History | New | 1,914 | 333 | 0.01% | — | 367 | +1,914 | New | Q4 2025 | Feb 05, 2026 |
| Index Technologies Group LLC | History | New | 1,898 | 330 | 0.34% | — | 369 | +1,898 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,898 | 330 | 0.0% | 0.0% | 368 | +56 | 3.04% | Q4 2025 | Jan 26, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 1,868 | 326 | 0.02% | 0.02% | 370 | -28 | -1.48% | Q4 2025 | Mar 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 1,859 | 323 | 0.0% | — | 372 | +1,859 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,859 | 323 | 0.0% | 0.0% | 371 | -314 | -14.45% | Q4 2025 | Feb 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 1,817 | 316 | 0.01% | — | 373 | +1,817 | New | Q4 2025 | Feb 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 1,813 | 315 | 0.01% | 0.01% | 374 | -111 | -5.77% | Q4 2025 | Feb 17, 2026 |
| ANB BANK | History | Reduced | 1,807 | 314 | 0.12% | 0.15% | 375 | -23 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 1,787 | 311 | 0.11% | 0.14% | 376 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,780 | 310 | 0.0% | 0.0% | 377 | +2 | 0.11% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 1,775 | 309 | 0.0% | 0.02% | 379 | -4,367 | -71.1% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,775 | 309 | 0.0% | 0.0% | 378 | +819 | 85.67% | Q4 2025 | Feb 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 1,770 | 308 | 0.01% | 0.01% | 380 | -36 | -1.99% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,761 | 306 | 0.01% | 0.01% | 382 | -1,176 | -40.04% | Q4 2025 | Feb 19, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 1,761 | 306 | 0.08% | 0.1% | 381 | +41 | 2.38% | Q4 2025 | Jan 23, 2026 |
| Legato Capital Management LLC | History | New | 1,750 | 304 | 0.03% | — | 383 | +1,750 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,741 | 303 | 0.01% | 0.01% | 384 | +329 | 23.3% | Q4 2025 | Feb 06, 2026 |
| Trajan Wealth LLC | History | Reduced | 1,738 | 302 | 0.01% | 0.02% | 385 | -94 | -5.13% | Q4 2025 | Feb 06, 2026 |
| SFMG, LLC | History | No change | 1,716 | 298 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 1,694 | 295 | 0.01% | 0.01% | 387 | +72 | 4.44% | Q4 2025 | Feb 06, 2026 |
| AlTi Global, Inc. | History | New | 1,677 | 292 | 0.01% | — | 388 | +1,677 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,661 | 289 | 0.0% | 0.01% | 389 | -982 | -37.15% | Q4 2025 | Feb 06, 2026 |
| Atlatl Advisers LLC | History | Added to | 1,651 | 287 | 0.11% | 0.13% | 390 | +17 | 1.04% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 1,644 | 286 | 0.0% | — | 392 | +1,644 | New | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,643 | 286 | 0.01% | 0.01% | 393 | +203 | 14.1% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | No change | 1,644 | 286 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 1,608 | 285 | 0.01% | — | 394 | +1,608 | New | Q4 2025 | Feb 12, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,610 | 280 | 0.05% | 0.06% | 395 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 1,569 | 273 | 0.03% | 0.04% | 397 | +510 | 48.16% | Q4 2025 | Feb 13, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 1,572 | 273 | 0.03% | 0.03% | 396 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 1,563 | 272 | 0.01% | 0.01% | 398 | -161 | -9.34% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 1,557 | 271 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,553 | 270 | 0.01% | 0.01% | 400 | +3 | 0.19% | Q4 2025 | Jan 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,548 | 269 | 0.0% | 0.01% | 401 | +157 | 11.29% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,529 | 266 | 0.01% | 0.01% | 402 | +463 | 43.43% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 1,520 | 264 | 0.0% | 0.02% | 403 | -8,498 | -84.83% | Q4 2025 | Feb 10, 2026 |
| Marex Group plc | History | New | 1,502 | 261 | 0.0% | — | 404 | +1,502 | New | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,494 | 260 | 0.0% | 0.0% | 405 | +327 | 28.02% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,490 | 259 | 0.04% | — | 406 | +1,490 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,407 | 258 | 0.0% | — | 407 | +1,407 | New | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | New | 1,467 | 255 | 0.0% | — | 408 | +1,467 | New | Q4 2025 | Feb 17, 2026 |
| Riverwater Partners LLC | History | Added to | 1,460 | 254 | 0.1% | 0.12% | 409 | +2 | 0.14% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,447 | 252 | 0.0% | 0.0% | 410 | +4 | 0.28% | Q4 2025 | Jan 15, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 1,418 | 247 | 0.02% | 0.03% | 411 | -35 | -2.41% | Q4 2025 | Feb 06, 2026 |
| 111 Capital | History | New | 1,402 | 244 | 0.05% | — | 412 | +1,402 | New | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 1,207 | 243 | 0.0% | 0.0% | 413 | +126 | 11.66% | Q4 2025 | Feb 10, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 1,382 | 240 | 0.05% | 0.05% | 414 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,352 | 235 | 0.0% | 0.0% | 415 | -20 | -1.46% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,347 | 234 | 0.0% | 0.0% | 416 | -766 | -36.25% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,297 | 234 | 0.01% | 0.01% | 417 | +12 | 0.93% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,343 | 233 | 0.0% | 0.0% | 418 | +945 | 237.44% | Q4 2025 | Feb 09, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 1,323 | 230 | 0.08% | 0.11% | 419 | -296 | -18.28% | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,317 | 229 | 0.0% | 0.0% | 420 | -61 | -4.43% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Reduced | 1,305 | 227 | 0.12% | 0.15% | 421 | -52 | -3.83% | Q4 2025 | Feb 06, 2026 |
| Blueshift Asset Management, LLC | History | New | 1,294 | 225 | 0.06% | — | 422 | +1,294 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,292 | 224 | 0.0% | — | 423 | +1,292 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,288 | 224 | 0.01% | 0.01% | 424 | -605 | -31.96% | Q4 2025 | Jan 27, 2026 |
| PFW Advisors LLC | History | Reduced | 1,283 | 223 | 0.07% | 0.08% | 425 | -119 | -8.49% | Q4 2025 | Jan 12, 2026 |
| denkapparat Operations GmbH | History | No change | 1,270 | 221 | 0.12% | 0.17% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 1,263 | 220 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 1,237 | 219 | 0.02% | 0.03% | 429 | -87 | -6.57% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,260 | 219 | 0.0% | 0.0% | 428 | +37 | 3.03% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,250 | 217 | 0.01% | 0.01% | 430 | +17 | 1.38% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 1,223 | 213 | 0.01% | 0.01% | 431 | -310 | -20.22% | Q4 2025 | Feb 13, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 1,223 | 213 | 0.14% | 0.21% | 432 | -5 | -0.41% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Added to | 1,220 | 212 | 0.01% | 0.01% | 433 | +43 | 3.65% | Q4 2025 | Feb 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,200 | 209 | 0.0% | 0.01% | 435 | -81 | -6.32% | Q4 2025 | Jan 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,200 | 209 | 0.0% | 0.0% | 434 | -14 | -1.15% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | New | 1,195 | 208 | 0.02% | — | 437 | +1,195 | New | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,189 | 208 | 0.0% | 0.0% | 436 | -481 | -28.8% | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,191 | 207 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,175 | 204 | 0.07% | 0.09% | 439 | -23 | -1.92% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | New | 1,169 | 203 | 0.0% | — | 440 | +1,169 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,165 | 202 | 0.01% | 0.01% | 441 | -105 | -8.27% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,156 | 201 | 0.0% | 0.0% | 442 | +60 | 5.47% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,133 | 197 | 0.0% | 0.08% | 443 | -27,453 | -96.04% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,119 | 196 | 0.01% | 0.01% | 444 | -56 | -4.77% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 995 | 173 | 0.0% | 0.0% | 445 | +10 | 1.02% | Q4 2025 | Feb 11, 2026 |
| Sankala Group LLC | History | New | 1,034 | 169 | 0.14% | — | 446 | +1,034 | New | Q4 2025 | Mar 02, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 960 | 167 | 0.07% | 0.25% | 447 | -1,489 | -60.8% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 875 | 152 | 0.01% | 0.01% | 448 | +17 | 1.98% | Q4 2025 | Jan 20, 2026 |
| AlphaCentric Advisors LLC | History | New | 863 | 150 | 0.15% | — | 449 | +863 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 855 | 148 | 0.0% | — | 450 | +855 | New | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 816 | 142 | 0.0% | 0.0% | 451 | -492 | -37.61% | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | Reduced | 792 | 137 | 0.1% | 0.09% | 452 | -103 | -11.51% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 765 | 133 | 0.0% | 0.0% | 453 | +52 | 7.29% | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | Reduced | 626 | 109 | 0.03% | 0.07% | 454 | -487 | -43.76% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 605 | 105 | 0.0% | 0.0% | 455 | -54 | -8.19% | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | Added to | 556 | 96 | 0.02% | 0.02% | 456 | +9 | 1.65% | Q4 2025 | Jan 09, 2026 |
| Quarry LP | History | New | 518 | 90 | 0.01% | — | 457 | +518 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 450 | 78 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 400 | 69 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 378 | 65 | 0.01% | 0.01% | 460 | +2 | 0.53% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 360 | 62 | 0.0% | 0.0% | 461 | -107 | -22.91% | Q4 2025 | Jan 23, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 345 | 60 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 334 | 58 | 0.02% | — | 463 | +334 | New | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 277 | 48 | 0.0% | 0.0% | 464 | +177 | 177.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 268 | 46 | 0.0% | 0.0% | 465 | -40 | -12.99% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 263 | 45 | 0.0% | 0.01% | 466 | -1,729 | -86.8% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 235 | 40 | 0.01% | — | 468 | +235 | New | Q4 2025 | Jan 27, 2026 |
| TCTC Holdings, LLC | History | No change | 232 | 40 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 215 | 37 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 217 | 37 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AlphaQuest LLC | History | Reduced | 208 | 36 | 0.0% | 0.01% | 473 | -186 | -47.21% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 207 | 36 | 0.01% | 0.01% | 471 | -5 | -2.36% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 202 | 36 | 0.01% | 0.01% | 472 | +1 | 0.5% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 190 | 33 | 0.0% | — | 475 | +190 | New | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 191 | 33 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 181 | 31 | 0.02% | 0.03% | 476 | -181 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Clark Wealth Partners | History | No change | 181 | 31 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 170 | 29 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 169 | 29 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 169 | 29 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | New | 165 | 28 | 0.0% | — | 481 | +165 | New | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 151 | 26 | 0.0% | — | 483 | +151 | New | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 153 | 26 | 0.0% | 0.0% | 484 | +26 | 20.47% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 152 | 26 | 0.0% | 0.0% | 485 | +1 | 0.66% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 148 | 26 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 138 | 24 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 135 | 23 | 0.0% | 0.0% | 487 | -1 | -0.74% | Q4 2025 | Jan 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 116 | 20 | 0.0% | 0.0% | 488 | +86 | 286.67% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Added to | 110 | 19 | 0.0% | 0.01% | 489 | +1 | 0.92% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 105 | 18 | 0.0% | 0.0% | 490 | -220 | -67.69% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 104 | 18 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 100 | 17 | 0.0% | — | 493 | +100 | New | Q4 2025 | Jan 20, 2026 |
| DV Trading LLC | History | New | 98 | 17 | 0.0% | — | 494 | +98 | New | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 17 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 92 | 16 | 0.02% | 0.03% | 496 | -21 | -18.58% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 92 | 16 | 0.0% | 0.0% | 495 | -10 | -9.8% | Q4 2025 | Jan 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 88 | 15 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Cresta Advisors, Ltd. | History | New | 83 | 14 | 0.01% | — | 498 | +83 | New | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 78 | 13 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 75 | 13 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 72 | 12 | 0.0% | — | 501 | +72 | New | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 69 | 12 | 0.01% | 0.01% | 502 | -4 | -5.48% | Q4 2025 | Feb 04, 2026 |
| Bogart Wealth, LLC | History | Reduced | 64 | 11 | 0.0% | 0.0% | 503 | -8 | -11.11% | Q4 2025 | Jan 30, 2026 |
| Westfuller Advisors, LLC | History | Added to | 67 | 11 | 0.0% | 0.01% | 505 | +1 | 1.52% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | No change | 67 | 11 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 62 | 10 | 0.0% | — | 507 | +62 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 59 | 10 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 57 | 9 | 0.0% | — | 509 | +57 | New | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 55 | 9 | 0.0% | 0.0% | 508 | +15 | 37.5% | Q4 2025 | Jan 14, 2026 |
| Basepoint Wealth LLC | History | New | 51 | 8 | 0.0% | — | 511 | +51 | New | Q4 2025 | Feb 10, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 50 | 8 | 0.01% | — | 512 | +50 | New | Q4 2025 | Jan 28, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 46 | 8 | 0.01% | — | 513 | +46 | New | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 46 | 8 | 0.0% | 0.01% | 510 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 44 | 7 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Westend Capital Management, LLC | History | No change | 41 | 7 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Asset Dedication, LLC | History | No change | 44 | 7 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Salomon & Ludwin, LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 42 | 7 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 36 | 6 | 0.0% | — | 519 | +36 | New | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 39 | 6 | 0.0% | 0.0% | 521 | +5 | 14.71% | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | Added to | 36 | 6 | 0.0% | 0.0% | 520 | +1 | 2.86% | Q4 2025 | Feb 26, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 35 | 6 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 31 | 5 | 0.0% | 0.0% | 526 | -60 | -65.93% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 33 | 5 | 0.0% | — | 525 | +33 | New | Q4 2025 | Feb 03, 2026 |
| North Star Investment Management Corp. | History | No change | 29 | 5 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 29 | 5 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Sound Income Strategies, LLC | History | New | 26 | 4 | 0.0% | — | 527 | +26 | New | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | New | 21 | 4 | 0.0% | — | 531 | +21 | New | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 26 | 4 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 24 | 4 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PFS Partners, LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 19 | 3 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 17 | 2 | 0.0% | 0.0% | 538 | -95 | -84.82% | Q4 2025 | Feb 17, 2026 |
| First Pacific Financial | History | Reduced | 17 | 2 | 0.0% | 0.0% | 537 | -30 | -63.83% | Q4 2025 | Jan 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 16 | 2 | 0.0% | — | 539 | +16 | New | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | New | 12 | 2 | 0.0% | — | 536 | +12 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 13 | 2 | 0.0% | 0.0% | 542 | +8 | 160.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 12 | 2 | 0.0% | 0.0% | 540 | +6 | 100.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 12 | 2 | 0.0% | 0.0% | 541 | -1 | -7.69% | Q4 2025 | Jan 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 14 | 2 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 4 | 1 | 0.0% | 0.0% | 544 | -101 | -96.19% | Q4 2025 | Feb 11, 2026 |
| Wealth Watch Advisors, INC | History | New | 11 | 1 | 0.0% | — | 552 | +11 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10 | 1 | 0.0% | — | 554 | +10 | New | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | New | 9 | 1 | 0.0% | — | 549 | +9 | New | Q4 2025 | Jan 13, 2026 |
| Greenline Wealth Management LLC | History | New | 8 | 1 | 0.0% | — | 555 | +8 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 7 | 1 | 0.0% | — | 547 | +7 | New | Q4 2025 | Mar 04, 2026 |
| OPTIMA CAPITAL LLC | History | New | 7 | 1 | 0.0% | — | 553 | +7 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 550 | -4 | -28.57% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 8 | 1 | 0.0% | — | 551 | +4 | 100.0% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 1 | 0.0% | — | 546 | +3 | 75.0% | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| West Branch Capital LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cromwell Holdings LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -312,267 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Prana Capital Management, LP | History | Closed out | 0 | 0 | — | 0.42% | — | -61,549 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.43% | — | -27,386 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Triasima Portfolio Management inc. | History | Closed out | 0 | 0 | — | 0.83% | — | -26,795 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,224 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.03% | — | -22,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CHASE INVESTMENT COUNSEL CORP | History | Closed out | 0 | 0 | — | 1.34% | — | -22,066 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.15% | — | -19,258 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -11,860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -8,806 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,947 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,474 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,220 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -4,055 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alamea Verwaltungs GmbH | History | Closed out | 0 | 0 | — | 0.5% | — | -3,593 | -100.0% | Q3 2025 | Nov 13, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,173 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,921 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.09% | — | -1,843 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -1,793 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,773 | -100.0% | Q3 2025 | Nov 12, 2025 |
| American Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -1,680 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.48% | — | -1,458 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Scissortail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,406 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,305 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,203 | -100.0% | Q3 2025 | Oct 28, 2025 |
| STRATEGY ASSET MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,189 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,183 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Motley Fool Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,146 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,144 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,142 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,113 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,110 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,107 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| LBMC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,068 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,032 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,032 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FLC Capital Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -1,031 | -100.0% | Q3 2025 | Oct 17, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,011 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Premier Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,003 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -982 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Synergy Financial Group, LTD | History | Closed out | 0 | 0 | — | 0.13% | — | -975 | -100.0% | Q3 2025 | Nov 17, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -650 | -100.0% | Q3 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -624 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -116 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -115 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -98 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 24, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Financial Management LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -3 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Avion Wealth | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Jan 23, 2026 |
| Activest Wealth Management | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Jan 12, 2026 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sachetta, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |