HOPE BANCORP INC - HOPE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 26 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 | 18,222,766 | 199,721 | 0.0% | 0.0% | 1 | +378,387 | 2.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 13,871,907 | 152,036 | 0.0% | 0.0% | 2 | -13,338 | -0.1% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 10,954,124 | 120,057 | 0.02% | 0.02% | 3 | -381,875 | -3.37% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 7,052,827 | 77,299 | 0.02% | 0.02% | 4 | -64,821 | -0.91% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 6,641,948 | 72,795 | 0.0% | 0.0% | 5 | -23,345 | -0.35% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 6,078,686 | 66,622 | 0.23% | 0.24% | 6 | -593,241 | -8.89% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 4,454,721 | 48,824 | 0.07% | — | 7 | +4,454,721 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,154,157 | 34,575 | 0.0% | 0.0% | 8 | +3,676 | 0.12% | Q4 2025 | Feb 09, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 3,150,194 | 34,526 | 0.37% | 0.3% | 9 | +80,915 | 2.64% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 3,116,856 | 34,160 | 0.02% | 0.02% | 10 | -78,203 | -2.45% | Q4 2025 | Feb 13, 2026 |
| HoldCo Asset Management, LP | History | New | 2,996,172 | 32,838 | 2.47% | — | 11 | +2,996,172 | New | Q4 2025 | Feb 12, 2026 |
| Rhino Investment Partners, Inc | History | Added to | 2,362,498 | 25,892 | 7.34% | 6.44% | 12 | +465,997 | 24.57% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,167,867 | 23,759 | 0.0% | 0.0% | 13 | -110,767 | -4.86% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,972,716 | 21,620 | 0.0% | 0.0% | 14 | +835,814 | 73.52% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,771,271 | 19,413 | 0.0% | 0.0% | 15 | -304,541 | -14.67% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 1,577,063 | 17,284 | 0.03% | 0.03% | 16 | -4,400 | -0.28% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,486,600 | 16,293 | 0.04% | 0.04% | 17 | -44,600 | -2.91% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,395,509 | 15,294 | 0.0% | 0.0% | 18 | -74,502 | -5.07% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,323,752 | 14,508 | 0.02% | 0.02% | 19 | +148,312 | 12.62% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,310,967 | 14,368 | 0.0% | 0.0% | 20 | +404,505 | 44.62% | Q4 2025 | Mar 25, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 1,180,465 | 12,937 | 0.04% | 0.04% | 21 | -2,000 | -0.17% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 846,223 | 9,274 | 0.0% | 0.0% | 22 | +2,742 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 820,554 | 8,993 | 0.0% | 0.0% | 23 | -784,706 | -48.88% | Q4 2025 | Feb 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 793,052 | 8,691 | 0.18% | 0.18% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 648,798 | 7,110 | 0.01% | 0.01% | 25 | -23,230 | -3.46% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 610,839 | 6,694 | 0.0% | 0.0% | 26 | -7,941 | -1.28% | Q4 2025 | Feb 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 570,000 | 6,247 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 564,971 | 6,192 | 0.0% | 0.0% | 28 | -73,748 | -11.55% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 493,538 | 5,409 | 0.0% | 0.0% | 29 | -575,690 | -53.84% | Q4 2025 | Feb 19, 2026 |
| Empowered Funds, LLC | History | No change | 479,752 | 5,258 | 0.09% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 455,236 | 4,989 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 444,267 | 4,869 | 0.02% | 0.02% | 32 | -55,700 | -11.14% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 422,649 | 4,632 | 0.0% | 0.0% | 33 | -5,908 | -1.38% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 422,435 | 4,629 | 0.13% | 0.13% | 34 | -541 | -0.13% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 403,358 | 4,420 | 0.0% | 0.0% | 35 | -20,896 | -4.93% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 388,968 | 4,263 | 0.0% | 0.01% | 36 | -951,667 | -70.99% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 370,758 | 4,063 | 0.0% | 0.0% | 37 | -18,984 | -4.87% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 361,529 | 3,962 | 0.0% | 0.0% | 38 | +39,677 | 12.33% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 338,731 | 3,712 | 0.01% | 0.02% | 39 | -77,401 | -18.6% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 316,242 | 3,466 | 0.0% | 0.0% | 40 | -13,187 | -4.0% | Q4 2025 | Feb 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 285,836 | 3,132 | 0.0% | 0.0% | 41 | -42,641 | -12.98% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 270,185 | 2,961 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 270,000 | 2,959 | 0.02% | — | 43 | +270,000 | New | Q4 2025 | Feb 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 269,046 | 2,949 | 0.0% | 0.0% | 44 | +1,152 | 0.43% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 252,517 | 2,767 | 0.02% | 0.02% | 45 | -47,149 | -15.73% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 251,133 | 2,752 | 0.0% | 0.0% | 46 | -1,171 | -0.46% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 240,157 | 2,632 | 0.0% | 0.0% | 47 | +4,300 | 1.82% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 230,890 | 2,530 | 0.0% | 0.0% | 48 | +46,789 | 25.41% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 209,786 | 2,299 | 0.0% | — | 49 | +209,786 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 206,167 | 2,260 | 0.0% | 0.0% | 50 | -1,232 | -0.59% | Q4 2025 | Jan 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 199,280 | 2,184 | 0.0% | 0.0% | 51 | -8,741 | -4.2% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 189,175 | 2,073 | 0.12% | 0.05% | 52 | +116,252 | 159.42% | Q4 2025 | Feb 09, 2026 |
| Bridgewater Associates, LP | History | Reduced | 188,327 | 2,064 | 0.01% | 0.01% | 53 | -48,698 | -20.55% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 182,097 | 1,995 | 0.0% | 0.0% | 54 | -69,747 | -27.69% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 168,487 | 1,846 | 0.0% | — | 55 | +168,487 | New | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 164,483 | 1,802 | 0.53% | 0.55% | 56 | -26,289 | -13.78% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 164,282 | 1,800 | 0.04% | 0.02% | 57 | +91,158 | 124.66% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 150,430 | 1,648 | 0.01% | 0.01% | 58 | +541 | 0.36% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 141,588 | 1,551 | 0.0% | 0.0% | 59 | +44,769 | 46.24% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 140,497 | 1,539 | 0.01% | 0.0% | 60 | +17,951 | 14.65% | Q4 2025 | Jan 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 138,225 | 1,514 | 0.01% | — | 61 | +138,225 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 134,255 | 1,472 | 0.0% | 0.0% | 62 | +7,349 | 5.79% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 122,420 | 1,341 | 0.0% | 0.0% | 63 | -3,442 | -2.73% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 119,708 | 1,312 | 0.0% | 0.0% | 64 | -62,588 | -34.33% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 117,980 | 1,293 | 0.0% | 0.0% | 65 | +11,429 | 10.73% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 114,385 | 1,253 | 0.0% | 0.0% | 66 | -7,431 | -6.1% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 110,830 | 1,214 | 0.0% | 0.0% | 67 | -30,924 | -21.82% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 109,032 | 1,194 | 0.0% | 0.0% | 68 | -8,659 | -7.36% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 105,745 | 1,158 | 0.0% | 0.0% | 69 | +2,939 | 2.86% | Q4 2025 | Feb 17, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 105,000 | 1,150 | 0.2% | 0.19% | 70 | -13,287 | -11.23% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 103,926 | 1,139 | 0.0% | 0.01% | 71 | -49,161 | -32.11% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 103,055 | 1,129 | 0.0% | 0.0% | 72 | +16,505 | 19.07% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 90,516 | 992 | 0.03% | — | 73 | +90,516 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 88,081 | 965 | 0.0% | 0.0% | 74 | -4,392 | -4.75% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 82,874 | 908 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 79,024 | 866 | 0.01% | — | 76 | +79,024 | New | Q4 2025 | Feb 11, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 73,112 | 801 | 0.45% | 0.46% | 77 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 72,917 | 799 | 0.0% | 0.0% | 78 | -77,853 | -51.64% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Holdings, LLC | History | No change | 70,780 | 775 | 0.26% | 0.27% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 70,271 | 769 | 0.01% | 0.01% | 80 | +714 | 1.03% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | Added to | 69,930 | 766 | 0.0% | 0.0% | 81 | +59,623 | 578.47% | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | Added to | 68,452 | 750 | 0.02% | 0.01% | 82 | +33,464 | 95.64% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 67,627 | 741 | 0.0% | 0.0% | 83 | -46,681 | -40.84% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | Reduced | 67,300 | 737 | 0.0% | 0.0% | 84 | -2,600 | -3.72% | Q4 2025 | Feb 02, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 64,813 | 710 | 0.01% | 0.01% | 85 | -3,090 | -4.55% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 64,677 | 708 | 0.0% | 0.0% | 86 | +23,363 | 56.55% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 64,381 | 705 | 0.0% | 0.0% | 87 | -6,778 | -9.53% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 64,171 | 703 | 0.01% | 0.01% | 88 | -82,953 | -56.38% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 64,095 | 702 | 0.0% | 0.0% | 89 | -11,912 | -15.67% | Q4 2025 | Feb 18, 2026 |
| Squarepoint Ops LLC | History | Reduced | 63,472 | 695 | 0.0% | 0.0% | 90 | -24,667 | -27.99% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | Added to | 62,500 | 685 | 0.11% | 0.08% | 91 | +23,100 | 58.63% | Q4 2025 | Feb 04, 2026 |
| Four Tree Island Advisory LLC | History | Added to | 59,190 | 648 | 0.36% | 0.2% | 92 | +29,400 | 98.69% | Q4 2025 | Jan 30, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 58,700 | 643 | 0.01% | 0.01% | 93 | -200 | -0.34% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 57,490 | 630 | 0.0% | 0.0% | 94 | -8 | -0.01% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 54,877 | 616 | 0.01% | 0.01% | 95 | +73 | 0.13% | Q4 2025 | Jan 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 55,228 | 605 | 0.0% | — | 96 | +55,228 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 54,241 | 595 | 0.0% | — | 97 | +54,241 | New | Q4 2025 | Mar 20, 2026 |
| SG Americas Securities, LLC | History | Added to | 50,904 | 558 | 0.0% | 0.0% | 98 | +22,981 | 82.3% | Q4 2025 | Jan 09, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 50,738 | 556 | 0.0% | 0.0% | 99 | -14,648 | -22.4% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 48,858 | 535 | 0.03% | — | 101 | +48,858 | New | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 48,825 | 535 | 0.0% | 0.0% | 100 | +2,704 | 5.86% | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | Added to | 42,592 | 466 | 0.04% | 0.04% | 102 | +23 | 0.05% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 40,404 | 442 | 0.0% | 0.0% | 103 | -1,314 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 38,606 | 423 | 0.01% | 0.01% | 104 | -9,204 | -19.25% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 38,038 | 416 | 0.0% | — | 105 | +38,038 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 36,993 | 405 | 0.0% | 0.0% | 106 | +34 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 36,654 | 401 | 0.37% | — | 107 | +36,654 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,165 | 391 | 0.0% | 0.0% | 108 | -5,089 | -12.96% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 34,000 | 372 | 0.0% | 0.0% | 109 | -1,982 | -5.51% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 32,637 | 357 | 0.0% | 0.0% | 110 | +215 | 0.66% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 31,941 | 350 | 0.0% | 0.0% | 111 | -3,784 | -10.59% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 31,735 | 347 | 0.0% | 0.0% | 112 | -909 | -2.78% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 27,317 | 327 | 0.0% | 0.0% | 113 | -2,159 | -7.32% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 29,299 | 321 | 0.0% | 0.0% | 114 | +400 | 1.38% | Q4 2025 | Feb 04, 2026 |
| iSAM Funds (UK) Ltd | History | Added to | 27,695 | 303 | 0.11% | 0.05% | 115 | +5,231 | 23.29% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 27,162 | 297 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 26,520 | 290 | 0.01% | 0.01% | 117 | -26,056 | -49.56% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 26,080 | 285 | 0.02% | 0.06% | 118 | -23,920 | -47.84% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 26,000 | 284 | 0.0% | 0.0% | 119 | +2,300 | 9.7% | Q4 2025 | Jan 28, 2026 |
| Numerai GP LLC | History | Reduced | 25,897 | 283 | 0.03% | 0.18% | 120 | -93,566 | -78.32% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 25,532 | 279 | 0.0% | 0.0% | 121 | +11,082 | 76.69% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 25,390 | 278 | 0.0% | 0.0% | 122 | +353 | 1.41% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 24,110 | 264 | 0.0% | 0.0% | 123 | +720 | 3.08% | Q4 2025 | Feb 06, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 24,064 | 263 | 0.02% | 0.03% | 124 | -1,003 | -4.0% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,499 | 257 | 0.0% | 0.0% | 126 | -106,758 | -81.96% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 23,490 | 257 | 0.0% | — | 125 | +23,490 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 23,384 | 256 | 0.0% | 0.0% | 127 | +2,672 | 12.9% | Q4 2025 | Feb 18, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 22,636 | 248 | 0.01% | 0.02% | 128 | -22,995 | -50.39% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 22,609 | 247 | 0.0% | 0.0% | 129 | +2,607 | 13.03% | Q4 2025 | Jan 26, 2026 |
| Brooklyn Investment Group | History | Added to | 22,038 | 246 | 0.01% | 0.03% | 130 | +2,819 | 14.67% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 22,326 | 244 | 0.0% | 0.0% | 131 | -7,624 | -25.46% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,218 | 243 | 0.0% | 0.0% | 133 | +1,074 | 5.08% | Q4 2025 | Mar 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,149 | 243 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 21,959 | 240 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 21,619 | 236 | 0.04% | 0.04% | 135 | +209 | 0.98% | Q4 2025 | Feb 11, 2026 |
| Massar Capital Management, LP | History | New | 21,502 | 235 | 0.03% | — | 136 | +21,502 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,688 | 226 | 0.0% | 0.0% | 137 | +6,111 | 41.92% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,669 | 216 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 18,760 | 205 | 0.0% | 0.0% | 139 | +289 | 1.56% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 18,107 | 198 | 0.0% | 0.0% | 141 | -2,782 | -13.32% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 18,064 | 198 | 0.0% | 0.0% | 140 | +1,051 | 6.18% | Q4 2025 | Feb 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 17,781 | 194 | 0.0% | 0.0% | 142 | -961 | -5.13% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,418 | 190 | 0.0% | 0.0% | 143 | -36,551 | -67.73% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 17,275 | 189 | 0.0% | 0.0% | 144 | +784 | 4.75% | Q4 2025 | Feb 02, 2026 |
| Weiss Asset Management LP | History | New | 17,160 | 188 | 0.0% | — | 145 | +17,160 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | New | 17,119 | 187 | 0.0% | — | 146 | +17,119 | New | Q4 2025 | Jan 30, 2026 |
| Entropy Technologies, LP | History | Reduced | 16,885 | 185 | 0.01% | 0.03% | 147 | -18,661 | -52.5% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 16,251 | 179 | 0.0% | 0.0% | 148 | -4,430 | -21.42% | Q4 2025 | Jan 23, 2026 |
| Pictet Asset Management Holding SA | History | No change | 15,980 | 175 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PROFUND ADVISORS LLC | History | New | 15,586 | 170 | 0.01% | — | 150 | +15,586 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 15,394 | 169 | 0.0% | 0.0% | 151 | +111 | 0.73% | Q4 2025 | Jan 26, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,651 | 160 | 0.0% | 0.0% | 152 | +293 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Amundi | History | Reduced | 14,365 | 157 | 0.0% | 0.0% | 153 | -6,570 | -31.38% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,690 | 150 | 0.0% | 0.0% | 154 | -550 | -3.86% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 13,131 | 143 | 0.0% | 0.0% | 155 | -404 | -2.98% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | Added to | 13,047 | 142 | 0.0% | 0.0% | 156 | +314 | 2.47% | Q4 2025 | Feb 10, 2026 |
| Brevan Howard Capital Management LP | History | New | 12,600 | 138 | 0.0% | — | 158 | +12,600 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 12,594 | 138 | 0.0% | — | 157 | +12,594 | New | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 12,537 | 137 | 0.0% | 0.01% | 160 | -86,034 | -87.28% | Q4 2025 | Feb 17, 2026 |
| Nierenberg Investment Management Company, LLC | History | New | 12,555 | 137 | 0.07% | — | 159 | +12,555 | New | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 11,767 | 128 | 0.0% | 0.02% | 161 | -58,619 | -83.28% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,647 | 127 | 0.0% | 0.0% | 162 | +960 | 8.98% | Q4 2025 | Feb 06, 2026 |
| Curi Capital, LLC | History | Added to | 11,655 | 127 | 0.0% | 0.0% | 163 | +19 | 0.16% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | New | 11,156 | 122 | 0.0% | — | 164 | +11,156 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 11,173 | 122 | 0.0% | 0.0% | 165 | -5,230 | -31.88% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 11,103 | 121 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 10,948 | 119 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,698 | 117 | 0.0% | 0.0% | 168 | +10,181 | 1969.25% | Q4 2025 | Feb 17, 2026 |
| EMC Capital Management | History | Reduced | 10,479 | 115 | 0.05% | 0.06% | 169 | -1,849 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 10,392 | 114 | 0.0% | — | 170 | +10,392 | New | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,340 | 113 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 10,000 | 109 | 0.05% | 0.1% | 172 | -9,730 | -49.32% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,682 | 103 | 0.0% | 0.0% | 173 | -177 | -2.0% | Q4 2025 | Jan 08, 2026 |
| Kemnay Advisory Services Inc. | History | New | 8,147 | 89 | 0.01% | — | 174 | +8,147 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,018 | 87 | 0.0% | 0.0% | 175 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,567 | 82 | 0.0% | — | 176 | +7,567 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,814 | 74 | 0.0% | 0.0% | 177 | -1,338 | -16.41% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,743 | 73 | 0.0% | 0.0% | 178 | -5,600 | -45.37% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 5,355 | 58 | 0.0% | 0.0% | 179 | +311 | 6.17% | Q4 2025 | Jan 05, 2026 |
| KBC Group NV | History | No change | 5,087 | 56 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,850 | 53 | 0.0% | 0.0% | 181 | -77 | -1.56% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,756 | 52 | 0.0% | 0.0% | 182 | -54 | -1.12% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,368 | 47 | 0.01% | 0.01% | 183 | +400 | 10.08% | Q4 2025 | Jan 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,000 | 43 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,625 | 39 | 0.0% | 0.0% | 185 | +2,862 | 375.1% | Q4 2025 | Mar 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,500 | 38 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 3,331 | 36 | 0.0% | 0.0% | 187 | +3 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,998 | 33 | 0.0% | 0.0% | 188 | +147 | 5.16% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,869 | 32 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,916 | 31 | 0.0% | 0.0% | 191 | -431 | -12.88% | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2,829 | 31 | 0.0% | 0.0% | 190 | +60 | 2.17% | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,654 | 29 | 0.0% | — | 192 | +2,654 | New | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,590 | 28 | 0.0% | — | 193 | +2,590 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2,544 | 27 | 0.0% | — | 194 | +2,544 | New | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,130 | 24 | 0.0% | 0.0% | 195 | +668 | 45.69% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 2,044 | 22 | 0.0% | — | 196 | +2,044 | New | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,795 | 20 | 0.0% | 0.0% | 197 | +1,118 | 165.14% | Q4 2025 | Jan 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,418 | 16 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,401 | 15 | 0.0% | 0.0% | 200 | -1,001 | -41.67% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,451 | 15 | 0.0% | 0.0% | 199 | -161 | -9.99% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,400 | 15 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,119 | 12 | 0.0% | 0.0% | 202 | -19 | -1.67% | Q4 2025 | Jan 20, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,000 | 11 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 1,003 | 10 | 0.0% | 0.0% | 204 | -5,712 | -85.06% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 791 | 9 | 0.0% | — | 208 | +791 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 831 | 9 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 845 | 9 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 906 | 9 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | No change | 860 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 800 | 8 | 0.0% | 0.0% | 211 | -1,900 | -70.37% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 788 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | No change | 774 | 8 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 702 | 7 | 0.0% | — | 213 | +702 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 678 | 7 | 0.0% | 0.0% | 214 | -15 | -2.16% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 509 | 5 | 0.0% | — | 216 | +509 | New | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | Added to | 468 | 5 | 0.0% | — | 217 | +389 | 492.41% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 495 | 5 | 0.0% | 0.0% | 215 | +282 | 132.39% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 443 | 4 | 0.0% | 0.0% | 218 | +123 | 38.44% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 309 | 3 | 0.0% | — | 221 | +297 | 2475.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 295 | 3 | 0.0% | — | 220 | +295 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 334 | 3 | 0.0% | 0.0% | 219 | +54 | 19.29% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 243 | 2 | 0.0% | 0.0% | 225 | -270 | -52.63% | Q4 2025 | Feb 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 212 | 2 | 0.0% | — | 222 | +212 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 192 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 244 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | No change | 185 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 123 | 1 | 0.0% | 0.0% | 228 | -120 | -49.38% | Q4 2025 | Feb 24, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 144 | 1 | 0.0% | 0.0% | 229 | -34 | -19.1% | Q4 2025 | Jan 23, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 158 | 1 | 0.0% | 0.0% | 227 | +15 | 10.49% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -4,603,810 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -45,972 | -100.0% | Q3 2025 | Nov 17, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,602 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,396 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,951 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,327 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,206 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,966 | -100.0% | Q3 2025 | Nov 20, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -10,897 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -794 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bare Financial Services, Inc | History | Reduced | 48 | 0 | — | 0.0% | — | -106 | -68.83% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 82 | 0 | — | — | — | +82 | New | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | New | 74 | 0 | — | — | — | +74 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q4 2025 | Jan 21, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 50 | 0 | — | — | — | +41 | 455.56% | Q4 2025 | Jan 07, 2026 |
| Elyxium Wealth, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 05, 2026 |
| Ankerstar Wealth, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 36 | 0 | — | — | — | +35 | 3500.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 65 | 0 | — | — | — | +34 | 109.68% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Reduced | 8 | 0 | — | — | — | -34 | -80.95% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 12 | 0 | — | — | — | -6 | -33.33% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 91 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |