Hillman Solutions Corp. - HLMN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 18,794,677 | 162,761 | 0.0% | 0.0% | 1 | -232,215 | -1.22% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 14,270,880 | 123,585 | 0.0% | 0.0% | 2 | -11,928 | -0.08% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 12,893,592 | 111,658 | 0.3% | 0.31% | 3 | -836,408 | -6.09% | Q4 2025 | Feb 13, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 11,388,518 | 98,624 | 2.95% | 3.13% | 4 | +916,986 | 8.76% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,854,382 | 93,998 | 0.03% | 0.0% | 5 | +10,839,127 | 71052.95% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 10,405,326 | 90,110 | 0.0% | 0.0% | 6 | +1,585,137 | 17.97% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 8,788,859 | 76,113 | 0.02% | 0.02% | 7 | +310,732 | 3.67% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 7,997,201 | 69,255 | 0.35% | 0.35% | 8 | +18,154 | 0.23% | Q4 2025 | Feb 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 6,840,440 | 59,580 | 0.1% | 0.1% | 9 | -149,501 | -2.14% | Q4 2025 | Jan 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 6,773,598 | 58,659 | 0.03% | 0.03% | 10 | -240,356 | -3.43% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,153,014 | 53,285 | 0.0% | 0.0% | 11 | -204,060 | -3.21% | Q4 2025 | Feb 11, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 5,714,463 | 49,487 | 0.83% | 0.81% | 12 | +230,580 | 4.2% | Q4 2025 | Feb 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,905,112 | 42,485 | 0.0% | 0.0% | 13 | -5,087 | -0.1% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 4,313,518 | 37,355 | 0.0% | 0.0% | 14 | +28,735 | 0.67% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 4,162,790 | 36,049 | 0.12% | 0.12% | 15 | -43,252 | -1.03% | Q4 2025 | Feb 11, 2026 |
| GW&K Investment Management, LLC | History | Added to | 3,089,708 | 26,756 | 0.23% | 0.25% | 16 | +8,421 | 0.27% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,816,044 | 24,386 | 0.0% | 0.0% | 17 | -525,906 | -15.74% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 2,671,354 | 23,133 | 0.0% | 0.0% | 18 | +1,412,693 | 112.24% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,641,785 | 22,877 | 0.0% | 0.0% | 19 | +60,869 | 2.36% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,314,195 | 20,040 | 0.02% | 0.04% | 20 | -237,029 | -9.29% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,169,564 | 19,048 | 0.04% | 0.05% | 21 | -423,299 | -16.33% | Q4 2025 | Feb 09, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 2,166,002 | 18,757 | 0.35% | 0.36% | 22 | -153,132 | -6.6% | Q4 2025 | Jan 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,160,837 | 18,712 | 0.0% | 0.0% | 23 | -90,740 | -4.03% | Q4 2025 | Feb 17, 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | History | Added to | 1,905,478 | 16,501 | 14.65% | 11.2% | 24 | +487,706 | 34.4% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,763,751 | 15,274 | 0.0% | 0.0% | 25 | +407,156 | 30.01% | Q4 2025 | Feb 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 1,743,872 | 15,101 | 0.88% | 0.93% | 26 | +568 | 0.03% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,655,662 | 14,338 | 0.02% | 0.02% | 27 | -41,252 | -2.43% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,605,785 | 13,906 | 0.0% | 0.0% | 28 | -846,942 | -34.53% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,586,737 | 13,741 | 0.0% | 0.0% | 29 | -112,459 | -6.62% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,386,677 | 12,008 | 0.0% | 0.0% | 30 | +322,980 | 30.36% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,381,866 | 11,966 | 0.0% | 0.0% | 31 | -378,826 | -21.52% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,327,294 | 11,494 | 0.01% | 0.0% | 32 | +899,435 | 210.22% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,191,266 | 10,317 | 0.01% | 0.02% | 33 | -2,200,168 | -64.87% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Reduced | 1,095,678 | 9,488 | 0.0% | 0.0% | 34 | -85,239 | -7.22% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 987,743 | 8,553 | 0.01% | 0.01% | 35 | -84,132 | -7.85% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 965,464 | 8,360 | 0.0% | 0.01% | 36 | -42,148 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Telemark Asset Management, LLC | History | Reduced | 950,000 | 8,227 | 0.82% | 0.87% | 37 | -50,000 | -5.0% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 930,963 | 8,062 | 0.0% | 0.0% | 38 | -343,756 | -26.97% | Q4 2025 | Feb 10, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 930,045 | 8,054 | 0.05% | 0.06% | 39 | -42,900 | -4.41% | Q4 2025 | Feb 17, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 858,449 | 7,434 | 3.54% | 3.8% | 40 | -18,987 | -2.16% | Q4 2025 | Feb 03, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 801,760 | 6,943 | 0.15% | 0.16% | 41 | -465 | -0.06% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 749,332 | 6,489 | 0.0% | 0.0% | 42 | +206,853 | 38.13% | Q4 2025 | Feb 13, 2026 |
| Congruence Capital, LLC | History | New | 743,249 | 6,436 | 2.37% | — | 43 | +743,249 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 733,197 | 6,349 | 0.0% | 0.0% | 44 | +6,175 | 0.85% | Q4 2025 | Feb 10, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Added to | 729,541 | 6,317 | 0.47% | 0.42% | 45 | +49,307 | 7.25% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 699,629 | 6,132 | 0.0% | 0.0% | 46 | -196,560 | -21.93% | Q4 2025 | Feb 18, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 671,000 | 5,810 | 0.13% | 0.11% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 653,948 | 5,715 | 0.0% | 0.01% | 48 | -95,895 | -12.79% | Q4 2025 | Jan 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 623,733 | 5,401 | 0.0% | 0.0% | 49 | +399,647 | 178.35% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 542,436 | 4,697 | 0.36% | 0.4% | 50 | -24,064 | -4.25% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Reduced | 469,217 | 4,063 | 0.02% | 0.02% | 51 | -16,176 | -3.33% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 431,796 | 3,739 | 0.0% | 0.0% | 52 | +24,109 | 5.91% | Q4 2025 | Feb 17, 2026 |
| Ballast Asset Management, LP | History | Reduced | 419,645 | 3,634 | 1.72% | 1.82% | 53 | -14,546 | -3.35% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 412,273 | 3,570 | 0.0% | 0.0% | 54 | +29,139 | 7.61% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 409,035 | 3,542 | 0.0% | 0.0% | 55 | -122,684 | -23.07% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 394,697 | 3,418 | 0.0% | 0.0% | 56 | +7,794 | 2.01% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 389,700 | 3,374 | 0.0% | 0.0% | 57 | +6,800 | 1.78% | Q4 2025 | Feb 12, 2026 |
| Skylands Capital, LLC | History | Added to | 378,950 | 3,281 | 0.45% | 0.38% | 58 | +80,650 | 27.04% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 361,550 | 3,131 | 0.0% | — | 59 | +361,550 | New | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 360,113 | 3,118 | 0.0% | 0.0% | 60 | -16,637 | -4.42% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 352,810 | 3,055 | 0.0% | 0.01% | 61 | -485,918 | -57.94% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 341,918 | 2,961 | 0.0% | 0.0% | 62 | -30,599 | -8.21% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Added to | 308,956 | 2,675 | 0.0% | 0.0% | 63 | +29,910 | 10.72% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 290,658 | 2,517 | 0.11% | 0.1% | 64 | -6,654 | -2.24% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 290,053 | 2,511 | 0.0% | 0.0% | 65 | +20,190 | 7.48% | Q4 2025 | Feb 17, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 268,423 | 2,324 | 0.2% | 0.17% | 66 | +54,261 | 25.34% | Q4 2025 | Feb 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 267,933 | 2,320 | 0.01% | 0.01% | 67 | +48,422 | 22.06% | Q4 2025 | Jan 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 266,522 | 2,308 | 0.0% | 0.0% | 68 | -34,779 | -11.54% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 255,705 | 2,214 | 0.0% | 0.0% | 69 | -44,226 | -14.75% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 253,707 | 2,197 | 0.02% | 0.02% | 70 | +6,438 | 2.6% | Q4 2025 | Jan 29, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 252,500 | 2,186 | 0.3% | 0.32% | 71 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 250,853 | 2,172 | 0.0% | 0.0% | 72 | -172,334 | -40.72% | Q4 2025 | Feb 17, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 248,625 | 2,153 | 0.19% | 0.26% | 73 | -87,800 | -26.1% | Q4 2025 | Feb 11, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 244,006 | 2,113 | 0.06% | 0.06% | 74 | +15,929 | 6.98% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | Reduced | 212,838 | 1,843 | 0.1% | 0.12% | 75 | -7,500 | -3.4% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 210,963 | 1,826 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 195,732 | 1,695 | 0.0% | 0.0% | 77 | -31,604 | -13.9% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 195,348 | 1,692 | 0.0% | 0.0% | 78 | +23,431 | 13.63% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 181,259 | 1,569 | 0.0% | 0.0% | 79 | -177 | -0.1% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 180,981 | 1,567 | 0.0% | — | 80 | +180,981 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 178,043 | 1,541 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 167,233 | 1,448 | 0.01% | 0.01% | 82 | -4,673 | -2.72% | Q4 2025 | Jan 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 161,243 | 1,396 | 0.0% | 0.0% | 83 | +6,221 | 4.01% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 159,975 | 1,385 | 0.0% | 0.0% | 84 | -106,641 | -40.0% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 151,590 | 1,312 | 0.0% | 0.0% | 85 | -118,903 | -43.96% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 144,221 | 1,248 | 0.0% | 0.02% | 86 | -266,126 | -64.85% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 141,743 | 1,227 | 0.0% | 0.0% | 87 | -15,959 | -10.12% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 139,615 | 1,209 | 0.0% | 0.01% | 88 | -15,145 | -9.79% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 137,102 | 1,187 | 0.0% | 0.0% | 89 | -4,627 | -3.26% | Q4 2025 | Mar 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 131,460 | 1,138 | 0.0% | 0.0% | 90 | -7,144 | -5.15% | Q4 2025 | Feb 06, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 130,555 | 1,130 | 0.02% | 0.02% | 91 | +555 | 0.43% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 125,680 | 1,088 | 0.0% | 0.0% | 92 | -11,901 | -8.65% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 112,610 | 975 | 0.01% | 0.01% | 93 | -9,019 | -7.42% | Q4 2025 | Feb 02, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 111,946 | 969 | 0.0% | 0.01% | 94 | -5,525 | -4.7% | Q4 2025 | Feb 12, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 109,694 | 949 | 0.0% | — | 95 | +109,694 | New | Q4 2025 | Jan 30, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 104,848 | 907 | 0.05% | 0.06% | 96 | -13,174 | -11.16% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 102,070 | 883 | 0.0% | 0.0% | 97 | +4,490 | 4.6% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 100,190 | 868 | 0.07% | — | 98 | +100,190 | New | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Reduced | 99,592 | 862 | 0.0% | 0.01% | 99 | -1,255 | -1.24% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 92,005 | 796 | 0.0% | 0.0% | 100 | -47 | -0.05% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 90,466 | 783 | 0.0% | — | 101 | +90,466 | New | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 87,556 | 758 | 0.02% | 0.03% | 102 | -17,163 | -16.39% | Q4 2025 | Jan 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 87,437 | 757 | 0.04% | 0.08% | 103 | -23,090 | -20.89% | Q4 2025 | Feb 12, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 84,784 | 734 | 0.2% | 0.23% | 104 | -2,079 | -2.39% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 81,924 | 709 | 0.01% | — | 105 | +81,924 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 81,198 | 702 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 80,135 | 693 | 0.01% | 0.01% | 107 | +1,319 | 1.67% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 73,527 | 636 | 0.0% | 0.0% | 108 | -12,899 | -14.92% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 69,100 | 598 | 0.0% | 0.0% | 110 | +9,000 | 14.98% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 69,069 | 598 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 68,035 | 589 | 0.0% | 0.0% | 111 | +17,499 | 34.63% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 67,660 | 585 | 0.0% | 0.0% | 112 | +19,812 | 41.41% | Q4 2025 | Jan 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 59,447 | 514 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 55,760 | 482 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 55,271 | 478 | 0.0% | 0.0% | 115 | +442 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 55,121 | 477 | 0.0% | 0.0% | 116 | -3,295 | -5.64% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 49,437 | 428 | 0.0% | 0.01% | 117 | -205 | -0.41% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 44,512 | 385 | 0.0% | 0.0% | 118 | +4,783 | 12.04% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 44,060 | 381 | 0.0% | — | 119 | +44,060 | New | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 43,400 | 375 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 40,521 | 350 | 0.0% | 0.0% | 121 | -168,411 | -80.61% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 37,717 | 327 | 0.0% | 0.0% | 122 | +35,713 | 1782.09% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | New | 37,545 | 325 | 0.01% | — | 123 | +37,545 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 37,180 | 321 | 0.01% | — | 124 | +37,180 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 36,993 | 320 | 0.03% | 0.03% | 125 | +1,030 | 2.86% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 36,290 | 314 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 36,213 | 313 | 0.0% | 0.0% | 127 | +2,332 | 6.88% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Reduced | 35,795 | 309 | 0.0% | 0.0% | 128 | -350 | -0.97% | Q4 2025 | Feb 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 35,264 | 305 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 34,791 | 301 | 0.0% | 0.0% | 130 | -1,126 | -3.14% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 34,694 | 300 | 0.0% | — | 131 | +34,694 | New | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 32,382 | 280 | 0.0% | 0.0% | 132 | -17,521 | -35.11% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 32,200 | 278 | 0.0% | 0.0% | 133 | -24,800 | -43.51% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 31,569 | 273 | 0.03% | 0.03% | 134 | +1,773 | 5.95% | Q4 2025 | Jan 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 31,175 | 270 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 30,074 | 260 | 0.01% | 0.01% | 136 | +1,109 | 3.83% | Q4 2025 | Feb 03, 2026 |
| AlphaQuest LLC | History | No change | 29,189 | 252 | 0.01% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 28,446 | 246 | 0.0% | 0.0% | 138 | +3,014 | 11.85% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 28,096 | 243 | 0.09% | 0.53% | 140 | -121,864 | -81.26% | Q4 2025 | Feb 12, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 28,150 | 243 | 0.05% | 0.2% | 139 | -65,151 | -69.83% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 27,940 | 241 | 0.0% | — | 141 | +27,940 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 27,763 | 240 | 0.0% | 0.0% | 142 | +5,993 | 27.53% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,665 | 222 | 0.0% | 0.0% | 143 | +173 | 0.68% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 25,131 | 217 | 0.0% | 0.0% | 144 | -6,171 | -19.71% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 24,737 | 214 | 0.01% | — | 145 | +24,737 | New | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 24,673 | 213 | 0.0% | 0.0% | 146 | -1,400 | -5.37% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,087 | 208 | 0.0% | 0.0% | 147 | -15,531 | -39.2% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 24,063 | 208 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 23,049 | 199 | 0.0% | 0.0% | 149 | -3,465 | -13.07% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,811 | 188 | 0.0% | 0.0% | 150 | +5,378 | 32.73% | Q4 2025 | Mar 16, 2026 |
| MBB PUBLIC MARKETS I LLC | History | No change | 21,650 | 187 | 0.02% | 0.03% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 21,070 | 182 | 0.0% | — | 153 | +21,070 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 21,100 | 182 | 0.0% | 0.0% | 152 | +10,700 | 102.88% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 20,095 | 174 | 0.0% | 0.0% | 154 | +2,397 | 13.54% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 19,870 | 172 | 0.0% | 0.0% | 155 | -407 | -2.01% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 19,376 | 167 | 0.0% | 0.0% | 156 | -276 | -1.4% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,554 | 143 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Argos Wealth Advisors, LLC | History | New | 16,238 | 140 | 0.04% | — | 159 | +16,238 | New | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,206 | 140 | 0.0% | 0.0% | 158 | -140 | -0.86% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | Reduced | 15,686 | 135 | 0.01% | 0.01% | 160 | -884 | -5.33% | Q4 2025 | Feb 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 15,478 | 134 | 0.0% | — | 162 | +15,478 | New | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Added to | 15,579 | 134 | 0.0% | 0.0% | 161 | +117 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,748 | 127 | 0.0% | 0.0% | 163 | -10,405 | -41.37% | Q4 2025 | Jan 29, 2026 |
| MQS Management LLC | History | Added to | 14,084 | 121 | 0.07% | 0.07% | 164 | +1,406 | 11.09% | Q4 2025 | Feb 09, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 13,177 | 114 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 13,109 | 113 | 0.0% | — | 166 | +13,109 | New | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 12,413 | 108 | 0.0% | 0.0% | 167 | -289 | -2.28% | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 12,410 | 107 | 0.0% | 0.0% | 168 | -13,530 | -52.16% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,373 | 107 | 0.0% | 0.0% | 169 | +2,247 | 22.19% | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | New | 12,011 | 104 | 0.03% | — | 170 | +12,011 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,776 | 101 | 0.0% | 0.0% | 171 | -366 | -3.01% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,437 | 99 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 11,421 | 98 | 0.0% | 0.0% | 173 | -2,299 | -16.76% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 11,295 | 97 | 0.0% | 0.0% | 174 | -34 | -0.3% | Q4 2025 | Feb 09, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 10,799 | 96 | 0.01% | 0.01% | 175 | -654 | -5.71% | Q4 2025 | Feb 13, 2026 |
| Oak Thistle LLC | History | New | 11,020 | 95 | 0.01% | — | 176 | +11,020 | New | Q4 2025 | Jan 21, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 10,629 | 92 | 0.0% | 0.0% | 177 | -9,951 | -48.35% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 10,600 | 91 | 0.0% | 0.0% | 178 | -26,200 | -71.2% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 10,109 | 87 | 0.0% | 0.01% | 179 | -61,598 | -85.9% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 8,891 | 76 | 0.01% | 0.01% | 180 | +803 | 9.93% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,727 | 75 | 0.0% | 0.0% | 181 | -4,484 | -33.94% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 8,555 | 74 | 0.0% | — | 183 | +8,555 | New | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 8,562 | 74 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,982 | 60 | 0.0% | 0.0% | 184 | -549 | -7.29% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,225 | 54 | 0.0% | 0.0% | 185 | -657 | -9.55% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,773 | 49 | 0.0% | 0.0% | 186 | -478 | -7.65% | Q4 2025 | Feb 02, 2026 |
| Y.D. More Investments Ltd | History | No change | 5,489 | 49 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 3,997 | 37 | 0.0% | — | 188 | +3,997 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 4,188 | 36 | 0.0% | 0.0% | 189 | +304 | 7.83% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 4,225 | 36 | 0.0% | 0.0% | 190 | -11 | -0.26% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,827 | 33 | 0.0% | — | 193 | +3,827 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 3,793 | 33 | 0.0% | 0.0% | 192 | +352 | 10.23% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,822 | 33 | 0.0% | 0.0% | 191 | -153 | -3.85% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,073 | 26 | 0.0% | 0.0% | 194 | +155 | 5.31% | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,419 | 20 | 0.0% | 0.0% | 195 | +724 | 42.71% | Q4 2025 | Jan 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,100 | 18 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | No change | 1,458 | 12 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 970 | 8 | 0.0% | 0.0% | 199 | -1,768 | -64.57% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 958 | 8 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 840 | 7 | 0.0% | — | 201 | +840 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | Reduced | 812 | 7 | 0.0% | 0.0% | 202 | -260 | -24.25% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 880 | 7 | 0.0% | 0.0% | 200 | +100 | 12.82% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 762 | 6 | 0.0% | 0.0% | 204 | +549 | 257.75% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 807 | 6 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 596 | 5 | 0.0% | 0.0% | 205 | -5,855 | -90.76% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 623 | 5 | 0.0% | 0.0% | 207 | +198 | 46.59% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 646 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 546 | 4 | 0.0% | 0.0% | 211 | -618 | -53.09% | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 576 | 4 | 0.0% | — | 212 | +576 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 477 | 4 | 0.0% | 0.0% | 210 | -2 | -0.42% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 565 | 4 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | New | 450 | 3 | 0.0% | — | 215 | +450 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 449 | 3 | 0.0% | — | 214 | +386 | 612.7% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 352 | 3 | 0.0% | — | 217 | +352 | New | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 319 | 3 | 0.0% | — | 216 | +319 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 379 | 3 | 0.0% | 0.0% | 213 | +29 | 8.29% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 260 | 2 | 0.0% | 0.0% | 218 | -1,750 | -87.06% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 293 | 2 | 0.0% | — | 219 | +293 | New | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 231 | 2 | 0.0% | 0.0% | 221 | -220 | -48.78% | Q4 2025 | Jan 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 320 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 160 | 1 | 0.0% | — | 226 | +160 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 158 | 1 | 0.0% | — | 224 | +96 | 154.84% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 150 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| J.Safra Asset Management Corp | History | No change | 222 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Manatuck Hill Partners, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -345,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Intrinsic Edge Capital Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -119,600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -37,179 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -35,014 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,990 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -27,657 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,464 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -14,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,753 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,819 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,331 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,613 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,643 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,355 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,436 | -100.0% | Q3 2025 | Oct 31, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,316 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,842 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -791 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -432 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bare Financial Services, Inc | History | Reduced | 69 | 0 | — | 0.0% | — | -109 | -61.24% | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 67 | 0 | — | — | — | +67 | New | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | Reduced | 29 | 0 | — | 0.0% | — | -55 | -65.48% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 90 | 0 | — | — | — | +15 | 20.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 20 | 0 | — | — | — | +10 | 100.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Private Wealth Management Group, LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |