HORACE MANN EDUCATORS CORP /DE/ - HMN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,869,781 | 271,066 | 0.0% | 0.0% | 1 | +45,832 | 0.79% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,935,474 | 227,920 | 0.0% | 0.0% | 2 | -72,245 | -1.44% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,064,567 | 141,521 | 0.03% | 0.04% | 3 | -569,586 | -15.67% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,549,210 | 117,723 | 0.01% | 0.01% | 4 | +1,393 | 0.05% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,172,092 | 100,307 | 0.02% | 0.02% | 5 | -71,480 | -3.19% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,059,899 | 95,126 | 0.32% | 0.35% | 6 | -194,639 | -8.63% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 1,697,576 | 78,394 | 0.0% | 0.0% | 7 | +76,295 | 4.71% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,164,436 | 53,773 | 0.23% | 0.24% | 8 | -68,832 | -5.58% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,042,622 | 48,156 | 0.0% | 0.0% | 9 | +28,763 | 2.84% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 913,910 | 42,204 | 0.02% | 0.02% | 10 | +84,534 | 10.19% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 879,683 | 40,623 | 0.06% | 0.06% | 11 | -68,071 | -7.18% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 830,771 | 38,365 | 0.02% | 0.02% | 12 | +86,402 | 11.61% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 662,290 | 30,584 | 0.01% | 0.01% | 13 | -1,230 | -0.19% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 641,893 | 29,643 | 0.26% | 0.32% | 14 | -171,035 | -21.04% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 628,018 | 29,001 | 0.01% | 0.0% | 15 | +583,876 | 1322.72% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 528,069 | 24,386 | 0.0% | 0.0% | 16 | -16,573 | -3.04% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 524,693 | 24,230 | 0.0% | 0.0% | 17 | -12,759 | -2.37% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 522,552 | 24,131 | 0.0% | 0.0% | 18 | -123,107 | -19.07% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Added to | 515,724 | 23,816 | 0.0% | 0.0% | 19 | +68,429 | 15.3% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 468,557 | 21,637 | 0.06% | 0.07% | 20 | -12,600 | -2.62% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 455,175 | 21,019 | 0.68% | 0.68% | 21 | +909 | 0.2% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 414,910 | 19,160 | 0.0% | 0.0% | 22 | -32,751 | -7.32% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 393,597 | 18,176 | 0.0% | 0.0% | 23 | -54,941 | -12.25% | Q4 2025 | Feb 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 374,476 | 17,293 | 0.36% | 0.36% | 24 | +327 | 0.09% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 320,733 | 14,811 | 0.44% | 0.44% | 25 | -39,889 | -11.06% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 314,381 | 14,518 | 0.01% | 0.01% | 26 | +203,964 | 184.72% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 251,746 | 11,625 | 0.01% | 0.01% | 27 | +19,214 | 8.26% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 249,579 | 11,525 | 0.0% | 0.0% | 28 | +97,293 | 63.89% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Added to | 232,976 | 10,758 | 0.0% | 0.0% | 29 | +39,714 | 20.55% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 210,000 | 9,697 | 0.34% | 0.35% | 30 | -13,700 | -6.12% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 200,324 | 9,250 | 0.0% | 0.0% | 31 | +43,783 | 27.97% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 178,433 | 8,240 | 0.0% | 0.0% | 32 | +58,431 | 48.69% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 158,107 | 7,301 | 0.03% | 0.02% | 33 | +67,436 | 74.37% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 156,030 | 7,205 | 0.0% | 0.0% | 34 | +10,353 | 7.11% | Q4 2025 | Jan 29, 2026 |
| Trexquant Investment LP | History | Added to | 155,663 | 7,188 | 0.06% | 0.04% | 35 | +59,876 | 62.51% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 152,037 | 7,021 | 1.52% | 1.52% | 36 | -1,763 | -1.15% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 143,647 | 6,633 | 0.01% | 0.01% | 37 | +1,620 | 1.14% | Q4 2025 | Feb 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 140,770 | 6,500 | 0.02% | 0.03% | 38 | -18,001 | -11.34% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 138,733 | 6,406 | 0.0% | 0.01% | 39 | -136,376 | -49.57% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 137,081 | 6,330 | 0.02% | 0.02% | 40 | -15,459 | -10.13% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 129,165 | 5,964 | 0.0% | 0.01% | 41 | -10,365 | -7.43% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 127,521 | 5,888 | 0.0% | 0.0% | 42 | +10,631 | 9.09% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 123,656 | 5,710 | 0.0% | 0.0% | 43 | -18,132 | -12.79% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 121,305 | 5,601 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 110,169 | 5,087 | 0.01% | 0.01% | 45 | -17,371 | -13.62% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 101,916 | 4,706 | 0.0% | 0.0% | 46 | -5,808 | -5.39% | Q4 2025 | Feb 09, 2026 |
| Hodges Capital Management Inc. | History | Added to | 98,308 | 4,539 | 0.39% | 0.37% | 47 | +3,751 | 3.97% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 94,309 | 4,355 | 0.0% | 0.0% | 48 | +5,092 | 5.71% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 89,377 | 4,127 | 0.0% | 0.0% | 49 | -1,054 | -1.17% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 80,300 | 3,708 | 0.0% | 0.0% | 50 | +1,200 | 1.52% | Q4 2025 | Feb 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 79,608 | 3,676 | 0.0% | 0.0% | 51 | +10,826 | 15.74% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 78,655 | 3,632 | 0.01% | 0.01% | 52 | -80,344 | -50.53% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 76,178 | 3,517 | 0.01% | 5.75% | 53 | +48,763 | 177.87% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 71,297 | 3,292 | 0.0% | 0.0% | 54 | +20 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 71,180 | 3,287 | 0.02% | — | 55 | +71,180 | New | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 70,273 | 3,245 | 0.0% | 0.0% | 56 | +69,832 | 15834.92% | Q4 2025 | Feb 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 69,725 | 3,219 | 0.0% | 0.01% | 57 | -46,147 | -39.83% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 69,233 | 3,197 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| F/m Investments LLC | History | Reduced | 64,834 | 2,994 | 0.11% | 0.12% | 59 | -1,823 | -2.73% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Added to | 64,515 | 2,979 | 0.0% | 0.0% | 60 | +6,888 | 11.95% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 64,469 | 2,977 | 0.0% | — | 62 | +64,469 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 64,466 | 2,977 | 0.0% | 0.0% | 61 | +38,660 | 149.81% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,468 | 2,884 | 0.0% | 0.0% | 63 | -27,933 | -30.9% | Q4 2025 | Feb 12, 2026 |
| Hillsdale Investment Management Inc. | History | New | 62,400 | 2,881 | 0.08% | — | 64 | +62,400 | New | Q4 2025 | Feb 10, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 59,364 | 2,741 | 0.18% | 0.18% | 65 | -572 | -0.95% | Q4 2025 | Jan 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 58,800 | 2,715 | 0.0% | 0.01% | 66 | -34,300 | -36.84% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 58,396 | 2,697 | 0.04% | 0.04% | 67 | -5,126 | -8.07% | Q4 2025 | Feb 09, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 53,801 | 2,484 | 0.01% | — | 68 | +53,801 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 53,560 | 2,473 | 0.01% | 0.01% | 69 | +1,162 | 2.22% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 50,247 | 2,320 | 0.13% | 0.08% | 70 | +21,721 | 76.14% | Q4 2025 | Feb 09, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 48,399 | 2,235 | 0.06% | 0.06% | 71 | -454 | -0.93% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 46,939 | 2,167 | 0.01% | 0.01% | 72 | +98 | 0.21% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,309 | 2,138 | 0.0% | 0.0% | 73 | +28,255 | 156.5% | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 41,618 | 1,921 | 0.41% | 0.34% | 74 | +15,471 | 59.17% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 41,456 | 1,914 | 0.0% | 0.0% | 75 | +2,264 | 5.78% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 39,547 | 1,826 | 0.0% | 0.0% | 76 | +23,941 | 153.41% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 39,258 | 1,812 | 0.05% | 0.31% | 77 | -184,953 | -82.49% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 38,000 | 1,755 | 0.86% | 0.83% | 78 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 37,791 | 1,745 | 0.02% | 0.01% | 79 | +13,840 | 57.78% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 37,753 | 1,743 | 0.0% | 0.0% | 80 | +606 | 1.63% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,632 | 1,737 | 0.0% | 0.0% | 81 | -36 | -0.1% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 35,806 | 1,652 | 0.0% | 0.0% | 82 | -1,181 | -3.19% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 35,487 | 1,638 | 0.0% | 0.0% | 83 | -25,748 | -42.05% | Q4 2025 | Feb 11, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 35,135 | 1,622 | 0.09% | 0.08% | 84 | +2,658 | 8.18% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 34,648 | 1,600 | 0.0% | 0.0% | 85 | +5,072 | 17.15% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 33,497 | 1,546 | 0.01% | 0.0% | 86 | +5,022 | 17.64% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | Added to | 32,350 | 1,493 | 0.0% | 0.0% | 87 | +24,865 | 332.2% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 32,236 | 1,488 | 0.0% | 0.0% | 88 | +5,891 | 22.36% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 30,567 | 1,411 | 0.05% | — | 89 | +30,567 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 29,427 | 1,358 | 0.0% | 0.01% | 90 | +67 | 0.23% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,956 | 1,291 | 0.0% | 0.0% | 91 | -1,403 | -4.78% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 27,402 | 1,265 | 0.0% | 0.0% | 92 | +3,126 | 12.88% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 26,800 | 1,237 | 0.0% | 0.0% | 93 | -400 | -1.47% | Q4 2025 | Jan 28, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 24,475 | 1,130 | 1.39% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| CWM, LLC | History | Reduced | 23,432 | 1,082 | 0.0% | 0.0% | 95 | -1,738 | -6.91% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 23,000 | 1,062 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 22,972 | 1,060 | 0.01% | 0.01% | 97 | -1,638 | -6.66% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,643 | 1,045 | 0.0% | 0.0% | 98 | +4,681 | 26.06% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 22,620 | 1,044 | 0.03% | — | 99 | +22,620 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 22,535 | 1,040 | 0.01% | 0.01% | 100 | +238 | 1.07% | Q4 2025 | Jan 23, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 22,473 | 1,037 | 0.01% | 0.01% | 101 | +1,331 | 6.3% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 22,645 | 1,014 | 0.0% | 0.0% | 102 | -3,383 | -13.0% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 21,088 | 973 | 0.0% | 0.0% | 103 | -12,578 | -37.36% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,931 | 966 | 0.0% | 0.0% | 104 | -7,569 | -26.56% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 20,410 | 942 | 0.0% | 0.0% | 105 | +3,769 | 22.65% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 20,343 | 939 | 0.01% | 0.01% | 106 | -1,486 | -6.81% | Q4 2025 | Feb 02, 2026 |
| SG Americas Securities, LLC | History | Reduced | 20,096 | 928 | 0.0% | 0.0% | 107 | -10,496 | -34.31% | Q4 2025 | Jan 09, 2026 |
| HSBC HOLDINGS PLC | History | New | 19,825 | 914 | 0.0% | — | 108 | +19,825 | New | Q4 2025 | Mar 20, 2026 |
| Horizon Investments, LLC | History | Reduced | 19,201 | 886 | 0.01% | 0.01% | 109 | -1,827 | -8.69% | Q4 2025 | Feb 02, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 18,975 | 876 | 0.02% | 0.02% | 110 | +825 | 4.55% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 18,901 | 872 | 0.0% | 0.0% | 111 | -47 | -0.25% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,600 | 858 | 0.01% | 0.01% | 112 | -100 | -0.53% | Q4 2025 | Jan 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,534 | 855 | 0.0% | — | 113 | +18,534 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 18,500 | 854 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,875 | 824 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 17,700 | 817 | 0.0% | 0.01% | 116 | -70,105 | -79.84% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 16,946 | 782 | 0.01% | 0.01% | 117 | -498 | -2.85% | Q4 2025 | Jan 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 16,544 | 764 | 0.02% | 0.01% | 118 | +3,042 | 22.53% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 16,500 | 761 | 0.0% | 0.0% | 119 | +10,000 | 153.85% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 14,661 | 677 | 0.0% | 0.0% | 120 | -431 | -2.86% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 14,530 | 670 | 0.0% | 0.0% | 121 | +1,576 | 12.17% | Q4 2025 | Jan 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 14,114 | 651 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 13,099 | 604 | 0.01% | 0.0% | 123 | +4,086 | 45.33% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 12,879 | 595 | 0.05% | 0.04% | 124 | +1,269 | 10.93% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,697 | 586 | 0.0% | 0.0% | 125 | -542 | -4.09% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 12,500 | 577 | 0.0% | — | 126 | +12,500 | New | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 14,264 | 575 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Verition Fund Management LLC | History | Reduced | 12,136 | 560 | 0.0% | 0.0% | 128 | -2,054 | -14.47% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,826 | 546 | 0.0% | 0.0% | 129 | -11 | -0.09% | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,742 | 542 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,489 | 530 | 0.0% | 0.0% | 131 | -174 | -1.49% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 11,354 | 524 | 0.0% | — | 133 | +11,354 | New | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Reduced | 11,359 | 524 | 0.0% | 0.0% | 132 | -140 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 11,293 | 521 | 0.0% | 0.0% | 134 | -774 | -6.41% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,289 | 521 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 11,154 | 515 | 0.01% | 0.01% | 136 | -446 | -3.84% | Q4 2025 | Feb 18, 2026 |
| Legato Capital Management LLC | History | New | 10,785 | 498 | 0.04% | — | 137 | +10,785 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 10,791 | 498 | 0.03% | 0.03% | 138 | +88 | 0.82% | Q4 2025 | Jan 26, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 10,622 | 490 | 0.02% | — | 139 | +10,622 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,508 | 485 | 0.0% | 0.0% | 140 | -254 | -2.36% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 10,207 | 471 | 0.0% | 0.0% | 141 | -1,479 | -12.66% | Q4 2025 | Jan 29, 2026 |
| Inspire Investing, LLC | History | Added to | 10,147 | 468 | 0.04% | 0.04% | 142 | +117 | 1.17% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,934 | 465 | 0.01% | 0.01% | 144 | -1,585 | -12.66% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,072 | 465 | 0.0% | 0.0% | 143 | -292 | -2.82% | Q4 2025 | Feb 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 10,043 | 463 | 0.0% | — | 145 | +10,043 | New | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 461 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Reduced | 9,609 | 443 | 0.07% | 0.08% | 147 | -500 | -4.95% | Q4 2025 | Feb 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,356 | 432 | 0.01% | 0.01% | 148 | +200 | 2.18% | Q4 2025 | Feb 04, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 9,302 | 430 | 0.13% | — | 149 | +9,302 | New | Q4 2025 | Feb 09, 2026 |
| GABELLI FUNDS LLC | History | New | 9,222 | 425 | 0.0% | — | 150 | +9,222 | New | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,224 | 425 | 0.0% | 0.0% | 151 | -633 | -6.42% | Q4 2025 | Feb 10, 2026 |
| CONNABLE OFFICE INC | History | No change | 8,738 | 403 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,052 | 373 | 0.0% | — | 153 | +8,052 | New | Q4 2025 | Feb 17, 2026 |
| Massar Capital Management, LP | History | New | 7,891 | 364 | 0.04% | — | 154 | +7,891 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 7,830 | 362 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 7,758 | 358 | 0.0% | 0.0% | 156 | +825 | 11.9% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,396 | 335 | 0.0% | 0.0% | 158 | +944 | 14.63% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,245 | 335 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,106 | 328 | 0.0% | 0.0% | 159 | -3,077 | -30.22% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,036 | 324 | 0.0% | 0.0% | 160 | -622 | -8.12% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 6,982 | 322 | 0.03% | — | 161 | +6,982 | New | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,930 | 320 | 0.0% | 0.0% | 162 | +2,072 | 42.65% | Q4 2025 | Feb 18, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,902 | 318 | 0.0% | — | 163 | +6,902 | New | Q4 2025 | Feb 18, 2026 |
| Brooklyn Investment Group | History | New | 6,760 | 314 | 0.01% | — | 164 | +6,760 | New | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 6,226 | 287 | 0.0% | 0.0% | 165 | -94 | -1.49% | Q4 2025 | Feb 05, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,084 | 280 | 0.0% | 0.0% | 166 | +1,076 | 21.49% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,983 | 276 | 0.0% | 0.0% | 167 | -15,470 | -72.11% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 5,934 | 274 | 0.01% | 0.01% | 168 | +83 | 1.42% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 5,577 | 257 | 0.01% | 0.01% | 169 | -6,059 | -52.07% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 5,538 | 255 | 0.0% | — | 170 | +5,538 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,439 | 251 | 0.0% | — | 171 | +5,439 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 5,419 | 250 | 0.01% | — | 173 | +5,419 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 5,444 | 250 | 0.0% | 0.0% | 172 | +3,656 | 204.47% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,370 | 247 | 0.0% | 0.0% | 174 | -750 | -12.25% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,324 | 245 | 0.0% | 0.0% | 175 | +100 | 1.91% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 5,235 | 241 | 0.01% | 0.01% | 176 | +757 | 16.9% | Q4 2025 | Jan 05, 2026 |
| CHOREO, LLC | History | Reduced | 5,088 | 238 | 0.0% | 0.0% | 177 | -1,072 | -17.4% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 5,138 | 237 | 0.0% | — | 178 | +5,138 | New | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 5,056 | 233 | 0.0% | — | 181 | +5,056 | New | Q4 2025 | Jan 28, 2026 |
| R Squared Ltd | History | New | 5,046 | 233 | 0.11% | — | 180 | +5,046 | New | Q4 2025 | Jan 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,046 | 233 | 0.0% | 0.0% | 179 | +129 | 2.62% | Q4 2025 | Feb 17, 2026 |
| NDVR, Inc. | History | New | 4,901 | 226 | 0.19% | — | 182 | +4,901 | New | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 4,887 | 225 | 0.02% | 0.02% | 183 | -723 | -12.89% | Q4 2025 | Feb 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,650 | 214 | 0.0% | 0.0% | 184 | +91 | 2.0% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | New | 4,405 | 203 | 0.0% | — | 185 | +4,405 | New | Q4 2025 | Jan 30, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,500 | 161 | 0.0% | 0.0% | 186 | -6,000 | -63.16% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,407 | 157 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,600 | 120 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,351 | 108 | 0.0% | 0.0% | 189 | -473 | -16.75% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,847 | 85 | 0.0% | 0.0% | 190 | -31 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,707 | 78 | 0.0% | 0.0% | 191 | -77 | -4.32% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,607 | 74 | 0.0% | 0.0% | 193 | +1,206 | 300.75% | Q4 2025 | Mar 16, 2026 |
| KBC Group NV | History | No change | 1,613 | 74 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,437 | 66 | 0.0% | — | 194 | +1,424 | 10953.85% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,211 | 55 | 0.01% | 0.01% | 195 | -96 | -7.35% | Q4 2025 | Jan 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,177 | 54 | 0.0% | 0.0% | 196 | -24 | -2.0% | Q4 2025 | Jan 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,149 | 51 | 0.0% | — | 197 | +1,149 | New | Q4 2025 | Feb 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,101 | 50 | 0.01% | — | 198 | +1,101 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 1,047 | 48 | 0.0% | 0.0% | 199 | -303 | -22.44% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 955 | 44 | 0.0% | 0.0% | 200 | -38 | -3.83% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 841 | 39 | 0.0% | 0.0% | 201 | +142 | 20.31% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 781 | 36 | 0.0% | — | 202 | +781 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 537 | 24 | 0.0% | 0.0% | 204 | -844 | -61.12% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 530 | 24 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 23 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 470 | 22 | 0.0% | 0.0% | 206 | +123 | 35.45% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 454 | 20 | 0.0% | — | 207 | +454 | New | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | No change | 370 | 17 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 336 | 15 | 0.0% | 0.0% | 209 | +8 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 290 | 13 | 0.0% | 0.0% | 211 | -99 | -25.45% | Q4 2025 | Jan 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 289 | 13 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | No change | 250 | 11 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 249 | 11 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 249 | 10 | 0.0% | — | 215 | +249 | New | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 233 | 10 | 0.0% | 0.0% | 214 | -4 | -1.69% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | No change | 235 | 10 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 204 | 9 | 0.0% | 0.0% | 217 | +46 | 29.11% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 161 | 7 | 0.0% | — | 219 | +161 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 167 | 7 | 0.0% | 0.0% | 220 | +107 | 178.33% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 152 | 7 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 137 | 6 | 0.0% | 0.0% | 221 | -1 | -0.72% | Q4 2025 | Jan 23, 2026 |
| Basepoint Wealth LLC | History | New | 119 | 5 | 0.0% | — | 223 | +119 | New | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 120 | 5 | 0.0% | 0.0% | 222 | -72 | -37.5% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 107 | 4 | 0.0% | 0.0% | 224 | +20 | 22.99% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Reduced | 69 | 3 | 0.0% | 0.0% | 225 | -129 | -65.15% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 73 | 3 | 0.0% | 0.0% | 226 | -82 | -52.9% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 227 | -14 | -22.58% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 40 | 1 | 0.0% | 0.0% | 231 | -3,891 | -98.98% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 36 | 1 | 0.0% | — | 229 | +36 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 34 | 1 | 0.0% | 0.0% | 228 | -27 | -44.26% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 27 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 26 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -183,149 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -18,220 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHASE INVESTMENT COUNSEL CORP | History | Closed out | 0 | 0 | — | 0.15% | — | -11,338 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,655 | -100.0% | Q3 2025 | Nov 17, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -6,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,395 | -100.0% | Q3 2025 | Nov 07, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,622 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,871 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -4,840 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,690 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -635 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -78 | -98.73% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| Hughes Financial Services, LLC | History | Added to | 16 | 0 | — | — | — | +3 | 23.08% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Covestor Ltd | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JFS WEALTH ADVISORS, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |