HARMONY GOLD MINING CO LTD - HMY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Reduced | 33,612,617 | 668,891 | 0.55% | 0.65% | 1 | -4,781,528 | -12.45% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 6,542,967 | 130,155 | 0.21% | 0.19% | 2 | +591,541 | 9.94% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Reduced | 6,364,196 | 126,647 | 0.0% | 0.0% | 3 | -509,975 | -7.42% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,730,690 | 114,040 | 0.06% | 0.07% | 4 | -140,479 | -2.39% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | New | 5,587,036 | 111,182 | 0.08% | — | 5 | +5,587,036 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 5,388,358 | 107,248 | 0.02% | 0.02% | 6 | -999,216 | -15.64% | Q4 2025 | Feb 12, 2026 |
| Lingotto Investment Management LLP | History | Reduced | 4,897,286 | 97,455 | 1.7% | 3.8% | 7 | -6,437,447 | -56.79% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,066,483 | 80,923 | 0.04% | 0.03% | 8 | +328,591 | 8.79% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 3,233,390 | 64,344 | 0.01% | 0.01% | 9 | -867,543 | -21.15% | Q4 2025 | Feb 19, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 3,042,664 | 60,549 | 0.04% | 0.03% | 10 | +736,233 | 31.92% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 2,988,156 | 59,464 | 0.1% | 0.06% | 11 | +677,479 | 29.32% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 2,674,941 | 53,231 | 0.01% | 0.02% | 12 | -204,466 | -7.1% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 2,500,071 | 49,751 | 0.08% | 0.05% | 13 | +776,263 | 45.03% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Added to | 2,488,874 | 49,528 | 4.64% | 1.83% | 14 | +1,467,370 | 143.65% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,647,389 | 32,783 | 0.0% | 0.0% | 15 | +650,030 | 65.18% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,450,415 | 28,863 | 0.1% | 0.06% | 16 | +447,236 | 44.58% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,427,682 | 28,410 | 0.01% | 0.02% | 17 | -1,317,489 | -47.99% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,376,156 | 27,385 | 0.0% | 0.02% | 18 | -5,701,887 | -80.56% | Q4 2025 | Mar 25, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,224,972 | 24,376 | 0.09% | 0.0% | 19 | +1,165,890 | 1973.34% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,220,220 | 24,282 | 0.0% | 0.0% | 20 | -571,588 | -31.9% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,176,120 | 23,404 | 0.04% | 0.0% | 21 | +1,041,800 | 775.61% | Q4 2025 | Feb 12, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 1,172,394 | 23,331 | 0.07% | 0.05% | 22 | +272,394 | 30.27% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 1,145,343 | 22,792 | 0.13% | 0.14% | 23 | -260,482 | -18.53% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Reduced | 1,107,100 | 22,031 | 0.04% | 0.07% | 24 | -1,399,500 | -55.83% | Q4 2025 | Mar 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,104,850 | 21,986 | 0.0% | 0.0% | 25 | -274,763 | -19.92% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 959,380 | 19,091 | 0.0% | 0.0% | 26 | -159,551 | -14.26% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 948,683 | 18,878 | 0.0% | 0.0% | 27 | +670,178 | 240.63% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | New | 896,078 | 17,831 | 0.02% | — | 28 | +896,078 | New | Q4 2025 | Jan 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 784,801 | 15,704 | 0.02% | 0.02% | 29 | +50,651 | 6.9% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 777,714 | 15,476 | 0.02% | 0.02% | 30 | -51,128 | -6.17% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 743,497 | 14,795 | 0.01% | 0.01% | 31 | +365,669 | 96.78% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 692,116 | 13,773 | 0.0% | — | 32 | +692,116 | New | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 508,649 | 10,122 | 0.02% | 0.01% | 33 | +59,467 | 13.24% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 498,181 | 9,913 | 0.01% | 0.03% | 34 | -1,017,024 | -67.12% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 492,500 | 9,800 | 0.0% | 0.0% | 35 | +56,300 | 12.91% | Q4 2025 | Jan 29, 2026 |
| Plancorp, LLC | History | No change | 481,851 | 9,588 | 0.29% | 0.27% | 36 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 475,789 | 9,468 | 0.01% | 0.01% | 37 | -265,850 | -35.85% | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 474,430 | 9,441 | 0.04% | 0.04% | 38 | -79,259 | -14.31% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 466,359 | 9,280 | 0.03% | 0.02% | 39 | +65,642 | 16.38% | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 429,816 | 8,553 | 0.03% | 0.03% | 40 | -59,765 | -12.21% | Q4 2025 | Feb 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 391,485 | 7,791 | 0.07% | 0.08% | 41 | -120,050 | -23.47% | Q4 2025 | Feb 11, 2026 |
| Ninety One UK Ltd | History | New | 348,698 | 6,939 | 0.01% | — | 42 | +348,698 | New | Q4 2025 | Jan 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 322,770 | 6,423 | 0.05% | 0.05% | 43 | -58,244 | -15.29% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 315,706 | 6,329 | 0.0% | — | 44 | +315,706 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 313,490 | 6,238 | 0.02% | 0.04% | 45 | -282,435 | -47.39% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 301,100 | 5,991 | 0.03% | 0.03% | 46 | -17,503 | -5.49% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 299,000 | 5,950 | 0.0% | 0.0% | 47 | -96,975 | -24.49% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 275,000 | 5,472 | 0.04% | 0.01% | 48 | +235,000 | 587.5% | Q4 2025 | Feb 17, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 270,027 | 5,373 | 1.07% | 0.93% | 49 | +3,492 | 1.31% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 267,816 | 5,329 | 0.02% | 0.0% | 50 | +219,936 | 459.35% | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 253,867 | 5,310 | 0.73% | — | 51 | +253,867 | New | Q4 2025 | Feb 17, 2026 |
| U S GLOBAL INVESTORS INC | History | Reduced | 266,409 | 5,301 | 0.57% | 0.63% | 52 | -40,388 | -13.16% | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 261,900 | 5,211 | 0.0% | 0.0% | 53 | -131,633 | -33.45% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 258,626 | 5,146 | 0.0% | 0.0% | 54 | -113,929 | -30.58% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 240,773 | 4,791 | 0.0% | 0.0% | 55 | -63,828 | -20.95% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 229,493 | 4,566 | 0.0% | 0.0% | 56 | +48,991 | 27.14% | Q4 2025 | Feb 11, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 226,700 | 4,511 | 0.36% | 0.33% | 57 | +15,000 | 7.09% | Q4 2025 | Feb 02, 2026 |
| Engineers Gate Manager LP | History | Reduced | 213,189 | 4,242 | 0.05% | 0.06% | 58 | -99,448 | -31.81% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 209,553 | 4,170 | 0.0% | 0.0% | 59 | -338,253 | -61.75% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 195,546 | 3,891 | 0.0% | 0.0% | 60 | +98,482 | 101.46% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 182,799 | 3,637 | 0.0% | 0.0% | 61 | +17,457 | 10.56% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 178,943 | 3,560 | 0.0% | 0.0% | 62 | -11,583 | -6.08% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 174,317 | 3,488 | 0.0% | 0.02% | 63 | -913,087 | -83.97% | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, LLC | History | Added to | 169,690 | 3,376 | 0.03% | 0.02% | 64 | +43,130 | 34.08% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 167,521 | 3,333 | 0.0% | 0.0% | 65 | -1,325,423 | -88.78% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 166,216 | 3,307 | 0.0% | — | 66 | +166,216 | New | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 162,742 | 3,238 | 0.06% | 0.06% | 67 | -15,692 | -8.79% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 157,941 | 3,143 | 0.0% | 0.0% | 68 | +45,454 | 40.41% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 138,887 | 3,065 | 0.14% | 0.13% | 69 | +3,015 | 2.22% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Reduced | 150,986 | 3,004 | 0.04% | 0.04% | 70 | -100 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Dorsey Wright & Associates | History | Added to | 144,460 | 2,875 | 0.62% | 0.56% | 71 | +6,086 | 4.4% | Q4 2025 | Feb 20, 2026 |
| ExodusPoint Capital Management, LP | History | New | 138,542 | 2,756 | 0.02% | — | 72 | +138,542 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 138,449 | 2,755 | 0.07% | 0.13% | 74 | -134,583 | -49.29% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 138,466 | 2,755 | 0.0% | 0.0% | 73 | -31,449 | -18.51% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 129,383 | 2,574 | 0.0% | 0.0% | 75 | +2,444 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 129,119 | 2,569 | 0.0% | — | 76 | +129,119 | New | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 125,000 | 2,487 | 0.0% | 0.0% | 77 | +85,000 | 212.5% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 117,600 | 2,340 | 0.01% | 0.01% | 78 | -10,900 | -8.48% | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | New | 116,898 | 2,326 | 0.5% | — | 79 | +116,898 | New | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 115,545 | 2,299 | 0.05% | 0.06% | 80 | -53,009 | -31.45% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Reduced | 111,542 | 2,219 | 0.01% | 0.01% | 81 | -1,200 | -1.06% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 99,622 | 1,982 | 0.0% | 0.0% | 82 | -188,449 | -65.42% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 98,900 | 1,968 | 0.0% | — | 83 | +98,900 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 97,919 | 1,948 | 0.0% | 0.0% | 84 | +50,015 | 104.41% | Q4 2025 | Feb 13, 2026 |
| North of South Capital LLP | History | New | 95,204 | 1,894 | 0.17% | — | 85 | +95,204 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 93,854 | 1,867 | 0.31% | 0.32% | 86 | -14,429 | -13.33% | Q4 2025 | Feb 10, 2026 |
| Weiss Asset Management LP | History | Reduced | 92,640 | 1,843 | 0.03% | 0.89% | 87 | -48,563 | -34.39% | Q4 2025 | Feb 17, 2026 |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | History | Added to | 91,000 | 1,824 | 3.88% | 3.32% | 88 | +17,000 | 22.97% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | New | 90,759 | 1,815 | 0.0% | — | 89 | +90,759 | New | Q4 2025 | Mar 20, 2026 |
| CIM, LLC | History | New | 89,984 | 1,790 | 0.23% | — | 90 | +89,984 | New | Q4 2025 | Feb 18, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 86,869 | 1,728 | 0.02% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ativo Capital Management LLC | History | Reduced | 86,420 | 1,719 | 1.51% | 1.41% | 92 | -5,792 | -6.28% | Q4 2025 | Feb 02, 2026 |
| Verition Fund Management LLC | History | Added to | 85,979 | 1,710 | 0.01% | 0.0% | 93 | +73,279 | 577.0% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 78,806 | 1,568 | 0.08% | 0.09% | 94 | +13,035 | 19.82% | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | New | 76,292 | 1,518 | 0.02% | — | 95 | +76,292 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 75,546 | 1,503 | 0.0% | 0.0% | 96 | -101,255 | -57.27% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 71,294 | 1,418 | 0.0% | 0.0% | 97 | +30,721 | 75.72% | Q4 2025 | Feb 17, 2026 |
| Eschler Asset Management LLP | History | Added to | 70,596 | 1,404 | 0.95% | 0.16% | 98 | +58,978 | 507.64% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 68,934 | 1,371 | 0.04% | 0.05% | 99 | -12,125 | -14.96% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 67,847 | 1,350 | 0.0% | 0.01% | 100 | -300,045 | -81.56% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 63,540 | 1,264 | 0.02% | 0.02% | 101 | +5,518 | 9.51% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | New | 62,040 | 1,234 | 0.11% | — | 102 | +62,040 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 61,916 | 1,232 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,966 | 1,133 | 0.0% | 0.0% | 104 | +3,392 | 6.33% | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 56,724 | 1,128 | 0.01% | 0.02% | 105 | -75,700 | -57.16% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 48,741 | 1,062 | 0.03% | 0.02% | 106 | +3,745 | 8.32% | Q4 2025 | Jan 23, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 52,895 | 1,052 | 0.3% | 0.12% | 107 | +31,889 | 151.81% | Q4 2025 | Feb 13, 2026 |
| Employees Retirement System of Texas | History | No change | 52,329 | 1,041 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 51,700 | 1,028 | 0.33% | 0.45% | 109 | -15,962 | -23.59% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 51,096 | 1,016 | 0.0% | 0.0% | 110 | +10,636 | 26.29% | Q4 2025 | Feb 17, 2026 |
| Qtron Investments LLC | History | Added to | 48,406 | 963 | 0.13% | 0.04% | 111 | +31,662 | 189.09% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 47,079 | 936 | 0.01% | 0.01% | 112 | +241 | 0.51% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,899 | 933 | 0.0% | 0.0% | 113 | -44 | -0.09% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 228,117 | 913 | 0.0% | 0.0% | 114 | +205,647 | 915.21% | Q4 2025 | Jan 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 44,880 | 893 | 0.1% | — | 115 | +44,880 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 44,496 | 885 | 0.03% | 0.03% | 116 | +56 | 0.13% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 39,043 | 776 | 0.0% | 0.0% | 117 | +24,766 | 173.47% | Q4 2025 | Jan 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 38,950 | 775 | 0.37% | — | 118 | +38,950 | New | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 38,834 | 773 | 0.0% | — | 119 | +38,834 | New | Q4 2025 | Feb 17, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 37,063 | 737 | 0.01% | 0.02% | 120 | -9,100 | -19.71% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 36,269 | 721 | 0.01% | 0.01% | 121 | -2,327 | -6.03% | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 34,206 | 682 | 0.03% | — | 122 | +34,206 | New | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 33,832 | 673 | 0.01% | 0.01% | 123 | +2,771 | 8.92% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 30,600 | 608 | 0.01% | 0.0% | 124 | +12,100 | 65.41% | Q4 2025 | Feb 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 30,600 | 608 | 0.15% | 0.13% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | New | 30,288 | 602 | 0.28% | — | 126 | +30,288 | New | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 29,600 | 589 | 0.02% | — | 127 | +29,600 | New | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 29,220 | 581 | 0.0% | 0.01% | 128 | -709,132 | -96.04% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 28,314 | 563 | 0.02% | 0.02% | 129 | +1,641 | 6.15% | Q4 2025 | Feb 19, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 27,724 | 551 | 0.0% | 0.0% | 130 | -2,676 | -8.8% | Q4 2025 | Feb 18, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 27,117 | 539 | 0.03% | 0.05% | 131 | -1,628 | -5.66% | Q4 2025 | Jan 29, 2026 |
| Caprock Group, LLC | History | Added to | 26,119 | 519 | 0.01% | 0.01% | 132 | +4,432 | 20.44% | Q4 2025 | Jan 28, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 25,019 | 497 | 0.17% | 0.16% | 133 | +2,083 | 9.08% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Added to | 24,736 | 492 | 0.0% | 0.0% | 134 | +23,650 | 2177.72% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | New | 24,721 | 491 | 0.02% | — | 135 | +24,721 | New | Q4 2025 | Jan 27, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 23,980 | 477 | 0.08% | 0.07% | 136 | +1,127 | 4.93% | Q4 2025 | Jan 22, 2026 |
| Vise Technologies, Inc. | History | Added to | 24,002 | 477 | 0.01% | 0.02% | 137 | +1,030 | 4.48% | Q4 2025 | Feb 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 23,550 | 468 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 9,600 | 460 | 0.11% | 0.51% | 139 | -112,919 | -92.16% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | New | 22,900 | 455 | 0.0% | — | 140 | +22,900 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,471 | 447 | 0.0% | 0.0% | 141 | -36,032 | -61.59% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | New | 21,721 | 432 | 0.0% | — | 142 | +21,721 | New | Q4 2025 | Feb 17, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 21,600 | 429 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 19,708 | 392 | 0.1% | — | 144 | +19,708 | New | Q4 2025 | Mar 03, 2026 |
| Diversified Trust Co | History | Reduced | 19,294 | 383 | 0.01% | 0.01% | 145 | -3,831 | -16.57% | Q4 2025 | Jan 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 18,857 | 375 | 0.01% | — | 146 | +18,857 | New | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | Reduced | 18,635 | 370 | 0.0% | 0.0% | 147 | -10,000 | -34.92% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 18,211 | 362 | 0.0% | — | 149 | +18,211 | New | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,238 | 362 | 0.0% | 0.0% | 148 | -6,393 | -25.96% | Q4 2025 | Feb 06, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 18,092 | 360 | 0.06% | 0.06% | 150 | -418 | -2.26% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,076 | 359 | 0.0% | 0.0% | 151 | -1,411 | -7.24% | Q4 2025 | Mar 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 17,282 | 343 | 0.0% | 0.0% | 152 | +857 | 5.22% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 17,184 | 342 | 0.01% | 0.0% | 153 | +6,047 | 54.3% | Q4 2025 | Feb 09, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 17,049 | 339 | 0.02% | — | 154 | +17,049 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 16,604 | 330 | 0.0% | 0.0% | 155 | +1,262 | 8.23% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,590 | 330 | 0.01% | 0.0% | 156 | +267 | 1.64% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,467 | 327 | 0.0% | 0.0% | 157 | -376 | -2.23% | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,882 | 316 | 0.01% | 0.06% | 158 | -107,683 | -87.15% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 15,690 | 312 | 0.0% | 0.0% | 159 | +419 | 2.74% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 15,457 | 307 | 0.0% | 0.0% | 160 | -495 | -3.1% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 15,103 | 300 | 0.0% | 0.0% | 161 | -481 | -3.09% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 15,074 | 299 | 0.01% | 0.11% | 163 | -317,387 | -95.47% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 15,038 | 299 | 0.03% | 0.03% | 162 | -563 | -3.61% | Q4 2025 | Feb 03, 2026 |
| IPG Investment Advisors LLC | History | No change | 15,000 | 298 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,714 | 292 | 0.01% | 0.09% | 166 | -197,469 | -93.07% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,683 | 292 | 0.0% | 0.0% | 165 | +1,098 | 8.08% | Q4 2025 | Feb 18, 2026 |
| Veracity Capital LLC | History | Added to | 14,466 | 287 | 0.08% | 0.08% | 167 | +60 | 0.42% | Q4 2025 | Jan 29, 2026 |
| Wealth Architects, LLC | History | Reduced | 13,658 | 271 | 0.02% | 0.03% | 168 | -1,878 | -12.09% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,605 | 270 | 0.0% | 0.0% | 169 | -6,092 | -30.93% | Q4 2025 | Feb 02, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 13,584 | 270 | 0.04% | 0.04% | 170 | +985 | 7.82% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 13,088 | 260 | 0.0% | 0.0% | 171 | -172 | -1.3% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 12,859 | 255 | 0.0% | 0.0% | 172 | +607 | 4.95% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,532 | 249 | 0.0% | 0.0% | 173 | +1,936 | 18.27% | Q4 2025 | Feb 06, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 11,749 | 239 | 0.01% | 0.01% | 174 | -55 | -0.47% | Q4 2025 | Feb 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 10,272 | 236 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,712 | 233 | 0.0% | 0.0% | 176 | +439 | 3.89% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Added to | 11,221 | 223 | 0.01% | 0.01% | 177 | +1,182 | 11.77% | Q4 2025 | Jan 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,882 | 216 | 0.0% | 0.0% | 178 | -1,852 | -14.54% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 10,895 | 216 | 0.01% | 0.0% | 179 | -72 | -0.66% | Q4 2025 | Feb 17, 2026 |
| Bayesian Capital Management, LP | History | New | 10,651 | 211 | 0.48% | — | 180 | +10,651 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 10,470 | 208 | 0.0% | 0.0% | 181 | +101 | 0.97% | Q4 2025 | Jan 16, 2026 |
| WRAPMANAGER INC | History | Reduced | 10,405 | 207 | 0.07% | 0.07% | 182 | -2,230 | -17.65% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 10,208 | 203 | 0.0% | — | 183 | +10,208 | New | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | Reduced | 10,036 | 199 | 0.03% | 0.05% | 184 | -4,586 | -31.36% | Q4 2025 | Feb 24, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,867 | 197 | 0.0% | — | 185 | +9,867 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,703 | 173 | 0.01% | 0.01% | 186 | -1,941 | -18.24% | Q4 2025 | Feb 06, 2026 |
| FNY Investment Advisers, LLC | History | New | 7,941 | 158 | 0.04% | — | 187 | +7,941 | New | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,870 | 156 | 0.0% | 0.0% | 188 | +7,565 | 2480.33% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 5,860 | 116 | 0.0% | 0.0% | 189 | +4,107 | 234.28% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,759 | 114 | 0.0% | 0.0% | 190 | -785 | -12.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,512 | 109 | 0.0% | 0.0% | 191 | +338 | 6.53% | Q4 2025 | Feb 11, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 5,000 | 99 | 0.0% | — | 192 | +5,000 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 4,969 | 98 | 0.0% | 0.0% | 193 | +19 | 0.38% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,842 | 96 | 0.0% | 0.0% | 194 | +932 | 23.84% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,183 | 83 | 0.0% | 0.0% | 195 | -1,734 | -29.31% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,156 | 42 | 0.0% | — | 196 | +2,156 | New | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 2,080 | 41 | 0.01% | 0.01% | 197 | +255 | 13.97% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 1,985 | 39 | 0.0% | — | 198 | +1,985 | New | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Advisors | History | No change | 1,896 | 37 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,768 | 35 | 0.03% | 0.04% | 200 | -3,010 | -63.0% | Q4 2025 | Jan 27, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | New | 1,800 | 35 | 0.01% | — | 201 | +1,800 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,751 | 34 | 0.0% | 0.0% | 202 | -1,022 | -36.86% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1,324 | 26 | 0.0% | — | 203 | +1,324 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Added to | 1,261 | 25 | 0.0% | 0.0% | 205 | +261 | 26.1% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,300 | 25 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,200 | 23 | 0.0% | — | 206 | +1,200 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,154 | 23 | 0.0% | 0.0% | 207 | +292 | 33.87% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,108 | 22 | 0.0% | 0.0% | 208 | +63 | 6.03% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,135 | 22 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Leonteq Securities AG | History | Added to | 1,019 | 20 | 0.0% | 0.0% | 210 | +250 | 32.51% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 19 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DV Trading LLC | History | New | 868 | 17 | 0.0% | — | 212 | +868 | New | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 788 | 15 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 730 | 14 | 0.0% | 0.0% | 214 | +2 | 0.27% | Q4 2025 | Jan 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 689 | 13 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 619 | 12 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 462 | 9 | 0.0% | 0.0% | 218 | -31 | -6.29% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 450 | 8 | 0.0% | — | 220 | +450 | New | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 415 | 8 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 364 | 7 | 0.0% | 0.0% | 221 | +222 | 156.34% | Q4 2025 | Feb 24, 2026 |
| Larson Financial Group LLC | History | Added to | 320 | 6 | 0.0% | 0.0% | 222 | +250 | 357.14% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 283 | 5 | 0.0% | 0.0% | 223 | -66,901 | -99.58% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 278 | 5 | 0.0% | 0.0% | 224 | +96 | 52.75% | Q4 2025 | Jan 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 205 | 4 | 0.0% | — | 226 | +205 | New | Q4 2025 | Mar 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 233 | 4 | 0.0% | 0.0% | 225 | +26 | 12.56% | Q4 2025 | Mar 16, 2026 |
| PRIVATE TRUST CO NA | History | New | 174 | 3 | 0.0% | — | 228 | +174 | New | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | No change | 156 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 115 | 2 | 0.0% | 0.0% | 230 | +20 | 21.05% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 149 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 100 | 1 | 0.0% | — | 233 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 87 | 1 | 0.0% | — | 232 | +87 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 56 | 1 | 0.0% | — | 231 | +56 | New | Q4 2025 | Feb 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -449,609 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.07% | — | -371,562 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -119,603 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ariose Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.4% | — | -65,103 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -55,669 | -100.0% | Q3 2025 | Nov 12, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -42,197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -38,834 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -37,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -35,222 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -29,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.08% | — | -28,535 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,513 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -24,491 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.02% | — | -19,305 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -11,385 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.05% | — | -10,895 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,404 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3 | 0 | — | — | — | -45 | -93.75% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 24 | 0 | — | — | — | -3 | -11.11% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |