Helmerich & Payne, Inc. - HP
Detailed investor-level table based on 13F positions.
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 | 14,726,559 | 422,357 | 0.01% | 0.01% | 1 | +253,715 | 1.75% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 10,759,269 | 308,575 | 0.0% | 0.0% | 2 | -93,210 | -0.86% | Q4 2025 | Jan 29, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 7,841,430 | 224,892 | 0.18% | 0.14% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,165,265 | 148,141 | 0.03% | 0.02% | 4 | +194,935 | 3.92% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 4,222,536 | 121,102 | 0.0% | 0.0% | 5 | +33,193 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 3,468,526 | 99,477 | 0.02% | 0.01% | 6 | +465,440 | 15.5% | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 3,438,812 | 98,625 | 0.05% | 0.04% | 7 | -35,224 | -1.01% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,895,761 | 83,050 | 0.36% | 0.3% | 8 | -248,533 | -7.9% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 2,344,793 | 67,248 | 0.0% | 0.0% | 9 | -491,841 | -17.34% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,328,848 | 66,801 | 0.0% | 0.0% | 10 | -1,397 | -0.06% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,201,681 | 63,144 | 0.01% | 0.0% | 11 | +1,669,033 | 313.35% | Q4 2025 | Feb 17, 2026 |
| Encompass Capital Advisors LLC | History | Added to | 2,081,644 | 59,701 | 2.44% | 0.61% | 12 | +1,296,537 | 165.14% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,871,300 | 53,669 | 0.04% | 0.03% | 13 | +321,021 | 20.71% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,789,035 | 51,309 | 0.03% | 0.03% | 14 | -849,850 | -32.2% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,731,208 | 49,651 | 0.02% | 0.01% | 15 | +25,085 | 1.47% | Q4 2025 | Feb 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,417,942 | 40,666 | 0.05% | 0.06% | 16 | -714,323 | -33.5% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,266,272 | 36,316 | 0.01% | 0.0% | 17 | -22,397 | -1.74% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,231,802 | 35,328 | 0.0% | 0.0% | 18 | -101,940 | -7.64% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,215,192 | 34,851 | 0.01% | 0.0% | 19 | +180,638 | 17.46% | Q4 2025 | Jan 29, 2026 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | History | No change | 1,174,105 | 33,661 | 1.62% | 1.26% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 988,200 | 28,341 | 0.01% | 0.01% | 21 | -229,857 | -18.87% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 944,075 | 27,076 | 0.0% | 0.0% | 22 | -29,675 | -3.05% | Q4 2025 | Feb 10, 2026 |
| SPROTT INC. | History | Reduced | 937,408 | 26,884 | 0.91% | 0.75% | 23 | -31,500 | -3.25% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 830,425 | 23,816 | 0.0% | 0.0% | 24 | -193,272 | -18.88% | Q4 2025 | Mar 25, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 806,151 | 23,120 | 0.44% | — | 25 | +806,151 | New | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 801,346 | 22,982 | 0.0% | 0.0% | 26 | +86,419 | 12.09% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 705,895 | 20,245 | 0.02% | 0.01% | 27 | +322,458 | 84.1% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 632,494 | 18,139 | 0.0% | 0.0% | 28 | -45,734 | -6.74% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 617,310 | 17,704 | 0.37% | 0.25% | 29 | +77,399 | 14.34% | Q4 2025 | Feb 17, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 610,264 | 17,502 | 0.41% | 0.34% | 30 | -14,140 | -2.26% | Q4 2025 | Feb 09, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 549,844 | 15,769 | 0.21% | 0.17% | 31 | -21,300 | -3.73% | Q4 2025 | Feb 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 535,259 | 15,351 | 0.04% | 0.03% | 32 | +94,400 | 21.41% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 530,546 | 15,215 | 0.02% | 0.0% | 33 | +507,787 | 2231.15% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 510,983 | 14,655 | 0.02% | — | 34 | +510,983 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 473,817 | 13,589 | 0.01% | 0.01% | 35 | -6,104 | -1.27% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 471,100 | 13,511 | 0.02% | 0.01% | 36 | -17,000 | -3.48% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 425,181 | 12,194 | 0.0% | 0.0% | 37 | +321,189 | 308.86% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 391,200 | 11,219 | 0.01% | 0.01% | 38 | -39,051 | -9.08% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 367,000 | 10,525 | 0.08% | — | 39 | +367,000 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 347,991 | 9,980 | 0.0% | 0.01% | 40 | -28,637 | -7.6% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 344,280 | 9,874 | 0.02% | 0.06% | 41 | -804,982 | -70.04% | Q4 2025 | Feb 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 344,198 | 9,871 | 0.03% | 0.03% | 42 | -43,667 | -11.26% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 336,247 | 9,643 | 0.0% | 0.0% | 43 | +55,552 | 19.79% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 334,765 | 9,601 | 0.2% | 0.16% | 44 | -28,634 | -7.88% | Q4 2025 | Feb 02, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 334,132 | 9,582 | 0.03% | 0.03% | 45 | -56,872 | -14.55% | Q4 2025 | Feb 17, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 333,842 | 9,574 | 0.34% | 0.29% | 46 | -48,513 | -12.69% | Q4 2025 | Feb 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 306,929 | 8,802 | 1.5% | 1.22% | 47 | -690 | -0.22% | Q4 2025 | Feb 02, 2026 |
| PEAK6 LLC | History | Added to | 301,997 | 8,661 | 0.02% | 0.01% | 48 | +77,182 | 34.33% | Q4 2025 | Mar 12, 2026 |
| Corigliano Investment Advisers, LLC | History | New | 298,905 | 8,572 | 3.05% | — | 49 | +298,905 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 293,451 | 8,416 | 0.03% | 0.01% | 50 | +148,451 | 102.38% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 287,813 | 8,254 | 0.01% | 0.01% | 51 | -18,573 | -6.06% | Q4 2025 | Feb 13, 2026 |
| Sagefield Capital LP | History | Reduced | 287,771 | 8,253 | 0.7% | 0.93% | 52 | -88,679 | -23.56% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 285,749 | 8,195 | 0.23% | 0.15% | 53 | +55,134 | 23.91% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 283,761 | 8,138 | 0.13% | 0.1% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 252,200 | 7,233 | 0.02% | 0.02% | 55 | +5,400 | 2.19% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 247,114 | 7,087 | 0.0% | 0.0% | 56 | -71,690 | -22.49% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 244,073 | 7,000 | 0.0% | 0.0% | 57 | -24,168 | -9.01% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 239,244 | 6,861 | 0.01% | 0.0% | 58 | +206,044 | 620.61% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 235,343 | 6,749 | 0.09% | 0.04% | 59 | +93,107 | 65.46% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 212,351 | 6,090 | 0.0% | 0.0% | 60 | +97,714 | 85.24% | Q4 2025 | Feb 11, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 212,015 | 6,080 | 0.87% | 0.5% | 61 | +49,319 | 30.31% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 208,016 | 5,965 | 0.0% | 0.0% | 62 | -3,574 | -1.69% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | Added to | 200,000 | 5,736 | 0.04% | 0.02% | 63 | +100,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 196,000 | 5,621 | 0.0% | 0.0% | 64 | +3,300 | 1.71% | Q4 2025 | Feb 12, 2026 |
| Aventail Capital Group, LP | History | New | 190,532 | 5,464 | 0.31% | — | 65 | +190,532 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 186,994 | 5,363 | 0.0% | 0.0% | 66 | -35,238 | -15.86% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 184,331 | 5,286 | 0.05% | 0.01% | 67 | +161,694 | 714.29% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 175,385 | 5,030 | 0.0% | 0.0% | 68 | -71,620 | -29.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 163,105 | 4,677 | 0.0% | 0.0% | 69 | -123,948 | -43.18% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 157,104 | 4,505 | 0.0% | 0.0% | 70 | +95,367 | 154.47% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 157,041 | 4,503 | 0.0% | 0.0% | 71 | -116,572 | -42.6% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 155,861 | 4,470 | 0.0% | 0.0% | 72 | -5,628 | -3.49% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 154,304 | 4,425 | 0.01% | 0.0% | 73 | +33,004 | 27.21% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 152,568 | 4,375 | 0.15% | 0.01% | 74 | +129,981 | 575.47% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 148,917 | 4,270 | 0.0% | 0.0% | 75 | +57,216 | 62.39% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 145,256 | 4,165 | 0.0% | — | 76 | +145,256 | New | Q4 2025 | Feb 10, 2026 |
| Dean Capital Management | History | Added to | 144,195 | 4,135 | 1.76% | 1.16% | 77 | +10,036 | 7.48% | Q4 2025 | Feb 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 141,400 | 4,055 | 0.01% | 0.03% | 78 | -357,900 | -71.68% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 135,826 | 3,895 | 0.22% | 0.18% | 79 | +2,322 | 1.74% | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 133,863 | 3,839 | 0.0% | — | 80 | +133,863 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 126,088 | 3,616 | 0.0% | 0.0% | 81 | -34,231 | -21.35% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 125,000 | 3,585 | 0.11% | 0.07% | 82 | +25,000 | 25.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 120,518 | 3,456 | 0.0% | 0.0% | 83 | +18,602 | 18.25% | Q4 2025 | Feb 17, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 119,125 | 3,416 | 0.61% | 0.52% | 84 | -13,167 | -9.95% | Q4 2025 | Jan 26, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 118,197 | 3,389 | 2.58% | 2.24% | 85 | -18,196 | -13.34% | Q4 2025 | Feb 17, 2026 |
| Energy Income Partners, LLC | History | Reduced | 117,776 | 3,377 | 0.06% | 0.13% | 86 | -177,387 | -60.1% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 117,161 | 3,360 | 0.06% | 0.04% | 87 | -797 | -0.68% | Q4 2025 | Feb 12, 2026 |
| Voleon Capital Management LP | History | Added to | 109,483 | 3,139 | 0.07% | 0.02% | 88 | +75,494 | 222.11% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 102,428 | 2,938 | 0.0% | 0.0% | 89 | +7,424 | 7.81% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 102,386 | 2,936 | 0.0% | 0.0% | 90 | -9,183 | -8.23% | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 100,202 | 2,873 | 0.05% | 0.07% | 91 | -93,771 | -48.34% | Q4 2025 | Jan 14, 2026 |
| Freestone Grove Partners LP | History | Reduced | 99,796 | 2,862 | 0.02% | 0.02% | 92 | -47,827 | -32.4% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 99,710 | 2,860 | 0.01% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 97,269 | 2,789 | 0.0% | 0.0% | 94 | +23,173 | 31.27% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 94,353 | 2,706 | 0.0% | 0.0% | 95 | +3,184 | 3.49% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 91,466 | 2,623 | 0.01% | 0.01% | 96 | +109 | 0.12% | Q4 2025 | Jan 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 88,205 | 2,529 | 0.0% | 0.01% | 97 | -68,832 | -43.83% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 81,816 | 2,346 | 0.07% | 0.06% | 98 | -18,710 | -18.61% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 78,000 | 2,237 | 0.0% | 12.95% | 99 | -48,300 | -38.24% | Q4 2025 | Feb 17, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | New | 77,742 | 2,229 | 0.2% | — | 100 | +77,742 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 76,259 | 2,187 | 0.26% | 0.24% | 101 | -14,647 | -16.11% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,081 | 2,182 | 0.0% | 0.0% | 102 | +29,259 | 62.49% | Q4 2025 | Feb 18, 2026 |
| Legato Capital Management LLC | History | Reduced | 76,092 | 2,182 | 0.19% | 0.2% | 103 | -7,882 | -9.39% | Q4 2025 | Feb 06, 2026 |
| LMR Partners LLP | History | Added to | 74,842 | 2,146 | 0.0% | 0.0% | 104 | +40,844 | 120.14% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 74,288 | 2,130 | 0.0% | — | 105 | +74,288 | New | Q4 2025 | Feb 17, 2026 |
| Private Capital Management, LLC | History | Reduced | 74,000 | 2,122 | 0.19% | 0.26% | 106 | -58,600 | -44.19% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 73,270 | 2,101 | 0.0% | 0.0% | 107 | +2,713 | 3.85% | Q4 2025 | Feb 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 72,508 | 2,079 | 0.81% | 0.82% | 108 | -21,440 | -22.82% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 68,328 | 1,960 | 0.0% | 0.0% | 109 | -3,411 | -4.75% | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 68,000 | 1,950 | 0.0% | 0.0% | 110 | +18,800 | 38.21% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 63,964 | 1,834 | 0.0% | — | 111 | +63,964 | New | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 60,640 | 1,739 | 0.69% | — | 112 | +60,640 | New | Q4 2025 | Feb 17, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 60,414 | 1,732 | 0.1% | 0.08% | 113 | -1,130 | -1.84% | Q4 2025 | Feb 03, 2026 |
| ABBINGTON INVESTMENT GROUP | History | New | 56,139 | 1,610 | 1.1% | — | 114 | +56,139 | New | Q4 2025 | Jan 26, 2026 |
| Engineers Gate Manager LP | History | Added to | 55,254 | 1,584 | 0.02% | 0.01% | 115 | +14,370 | 35.15% | Q4 2025 | Feb 17, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 55,022 | 1,578 | 0.33% | 0.48% | 116 | -65,328 | -54.28% | Q4 2025 | Feb 12, 2026 |
| Dockside LLC | History | New | 55,004 | 1,577 | 0.4% | — | 117 | +55,004 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 54,158 | 1,553 | 0.01% | 0.01% | 118 | -3,941 | -6.78% | Q4 2025 | Feb 12, 2026 |
| Calamos Advisors LLC | History | No change | 53,800 | 1,542 | 0.01% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 53,067 | 1,522 | 0.34% | — | 120 | +53,067 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 50,633 | 1,452 | 0.02% | 0.01% | 121 | +597 | 1.19% | Q4 2025 | Jan 23, 2026 |
| CenterBook Partners LP | History | New | 50,201 | 1,439 | 0.07% | — | 122 | +50,201 | New | Q4 2025 | Feb 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 49,596 | 1,422 | 0.11% | 0.09% | 123 | -417 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 49,480 | 1,419 | 0.02% | 0.01% | 124 | -2,782 | -5.32% | Q4 2025 | Feb 11, 2026 |
| Private Advisory Group LLC | History | New | 49,057 | 1,406 | 0.11% | — | 125 | +49,057 | New | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Reduced | 46,599 | 1,336 | 0.01% | 0.01% | 126 | -29,032 | -38.39% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 45,805 | 1,313 | 0.0% | 0.01% | 127 | -569,079 | -92.55% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 45,600 | 1,307 | 0.02% | 0.02% | 128 | -100 | -0.22% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 44,927 | 1,288 | 0.0% | 0.0% | 129 | -2 | -0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 44,785 | 1,284 | 0.0% | 0.0% | 130 | +112 | 0.25% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 44,554 | 1,277 | 0.0% | — | 131 | +44,554 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 43,405 | 1,244 | 0.0% | 0.0% | 132 | +10,149 | 30.52% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 41,883 | 1,200 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 41,593 | 1,192 | 0.01% | 0.01% | 134 | -28,449 | -40.62% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,059 | 1,148 | 0.0% | 0.0% | 135 | +9,399 | 30.66% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 39,597 | 1,135 | 0.03% | 0.02% | 136 | -1,354 | -3.31% | Q4 2025 | Jan 27, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 39,342 | 1,128 | 0.54% | 0.48% | 137 | -2,006 | -4.85% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Added to | 39,297 | 1,127 | 0.06% | 0.04% | 138 | +10,139 | 34.77% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 37,920 | 1,087 | 0.03% | 0.02% | 139 | -125 | -0.33% | Q4 2025 | Feb 09, 2026 |
| BWM Planning, LLC | History | No change | 36,388 | 1,043 | 0.28% | 0.24% | 140 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 35,389 | 1,014 | 0.01% | 0.01% | 141 | -3,280 | -8.48% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,242 | 1,010 | 0.0% | 0.0% | 142 | -34,028 | -49.12% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | New | 35,100 | 1,006 | 0.01% | — | 143 | +35,100 | New | Q4 2025 | Feb 09, 2026 |
| William B. Walkup & Associates, Inc. | History | Reduced | 34,886 | 1,000 | 0.55% | 0.42% | 144 | -355 | -1.01% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 33,400 | 957 | 0.0% | 0.0% | 145 | -1,300 | -3.75% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 29,807 | 953 | 0.01% | 0.01% | 146 | -4,142 | -12.2% | Q4 2025 | Jan 21, 2026 |
| Hara Capital LLC | History | Reduced | 33,031 | 947 | 0.53% | 0.64% | 147 | -16,092 | -32.76% | Q4 2025 | Jan 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 32,527 | 937 | 0.0% | 0.01% | 148 | -148,500 | -82.03% | Q4 2025 | Jan 28, 2026 |
| Graham Capital Management, L.P. | History | New | 32,120 | 921 | 0.02% | — | 149 | +32,120 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 31,404 | 900 | 0.0% | 0.0% | 150 | -23,183 | -42.47% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 31,244 | 896 | 0.0% | 0.0% | 151 | -1,052 | -3.26% | Q4 2025 | Feb 11, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 30,709 | 880 | 0.07% | 0.05% | 152 | +4,320 | 16.37% | Q4 2025 | Feb 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 30,709 | 880 | 0.01% | 0.0% | 153 | +4,320 | 16.37% | Q4 2025 | Jan 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,922 | 858 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 29,838 | 856 | 0.07% | 0.04% | 155 | +6,038 | 25.37% | Q4 2025 | Jan 20, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,806 | 826 | 0.01% | 0.0% | 156 | -7 | -0.02% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 28,522 | 818 | 0.01% | 0.01% | 157 | -2,795 | -8.92% | Q4 2025 | Feb 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,324 | 812 | 0.01% | 0.01% | 158 | +1,921 | 7.28% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 27,654 | 793 | 0.0% | 0.0% | 159 | -1,764 | -6.0% | Q4 2025 | Jan 28, 2026 |
| XTX Topco Ltd | History | New | 27,575 | 790 | 0.02% | — | 160 | +27,575 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 26,734 | 766 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 26,666 | 764 | 0.0% | 0.0% | 162 | +2,682 | 11.18% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 26,652 | 764 | 0.01% | 0.0% | 163 | -89 | -0.33% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 22,370 | 757 | 0.0% | 0.0% | 164 | -21,423 | -48.92% | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 26,167 | 750 | 0.01% | 0.01% | 165 | -9,058 | -25.71% | Q4 2025 | Feb 02, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 25,995 | 745 | 0.07% | 0.05% | 166 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 25,288 | 726 | 0.01% | 0.0% | 167 | -3,195 | -11.22% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,347 | 726 | 0.0% | 0.0% | 168 | +2,331 | 10.13% | Q4 2025 | Jan 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 24,835 | 712 | 0.0% | 0.0% | 169 | +1,804 | 7.83% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,618 | 706 | 0.0% | 0.0% | 170 | -707 | -2.79% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,652 | 678 | 0.0% | 0.0% | 171 | -9,709 | -30.0% | Q4 2025 | Jan 15, 2026 |
| Holocene Advisors, LP | History | Added to | 23,284 | 667 | 0.0% | 0.0% | 172 | +9,007 | 63.09% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 22,761 | 652 | 0.01% | 0.01% | 173 | +400 | 1.79% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,552 | 646 | 0.01% | 0.02% | 174 | +912 | 4.21% | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 22,478 | 644 | 0.02% | 0.02% | 175 | -296 | -1.3% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 22,356 | 641 | 0.0% | 0.0% | 176 | -3,239 | -12.65% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21,999 | 630 | 0.0% | 0.0% | 177 | -2,580 | -10.5% | Q4 2025 | Feb 06, 2026 |
| HENNESSY ADVISORS INC | History | No change | 22,000 | 630 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Interval Partners, LP | History | Reduced | 21,687 | 621 | 0.01% | 0.03% | 179 | -50,472 | -69.95% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 21,182 | 607 | 0.02% | 0.01% | 180 | -16 | -0.08% | Q4 2025 | Jan 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 20,000 | 573 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | New | 19,653 | 563 | 0.0% | — | 182 | +19,653 | New | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 19,572 | 561 | 0.0% | 0.0% | 183 | -4,578 | -18.96% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 19,339 | 554 | 0.0% | 0.0% | 184 | +498 | 2.64% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 19,035 | 545 | 0.0% | 0.0% | 185 | +593 | 3.22% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 18,838 | 540 | 0.0% | 0.0% | 186 | +572 | 3.13% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,835 | 540 | 0.0% | 0.0% | 187 | -527 | -2.72% | Q4 2025 | Feb 12, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | Reduced | 18,765 | 538 | 0.26% | 0.2% | 188 | -305 | -1.6% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,119 | 519 | 0.0% | 0.0% | 189 | -1,813 | -9.1% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 17,449 | 500 | 0.0% | 0.0% | 190 | -117 | -0.67% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,982 | 487 | 0.0% | 0.0% | 191 | -5,194 | -23.42% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,632 | 485 | 0.0% | 0.0% | 192 | +649 | 4.33% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,835 | 482 | 0.0% | 0.0% | 193 | -3,070 | -15.42% | Q4 2025 | Feb 02, 2026 |
| Hedges Asset Management LLC | History | No change | 16,300 | 467 | 0.33% | 0.28% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,136 | 462 | 0.0% | 0.0% | 195 | +100 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 15,359 | 440 | 0.0% | 0.0% | 196 | +11 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Ethic Inc. | History | Added to | 14,834 | 425 | 0.01% | 0.0% | 197 | +2,463 | 19.91% | Q4 2025 | Feb 03, 2026 |
| Verition Fund Management LLC | History | Reduced | 14,814 | 424 | 0.0% | 0.01% | 198 | -54,767 | -78.71% | Q4 2025 | Feb 13, 2026 |
| Channing Capital Management, LLC | History | Added to | 14,718 | 422 | 0.01% | 0.01% | 199 | +2,551 | 20.97% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 14,475 | 415 | 0.01% | 0.01% | 201 | +179 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 14,500 | 415 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tandem Financial, LLC | History | New | 12,897 | 412 | 0.49% | — | 203 | +12,897 | New | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | Added to | 14,384 | 412 | 0.1% | 0.1% | 202 | +3,617 | 33.59% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 14,253 | 408 | 0.0% | 0.0% | 204 | -1,422 | -9.07% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 14,218 | 407 | 0.0% | 0.0% | 206 | +1,308 | 10.13% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 14,192 | 407 | 0.0% | 0.0% | 205 | +192 | 1.37% | Q4 2025 | Jan 26, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 14,096 | 404 | 0.09% | 0.07% | 207 | +120 | 0.86% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,097 | 375 | 0.0% | 0.0% | 208 | +431 | 3.4% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 12,929 | 370 | 0.28% | — | 209 | +12,929 | New | Q4 2025 | Jan 27, 2026 |
| Fruth Investment Management | History | Reduced | 12,800 | 367 | 0.1% | 0.08% | 210 | -500 | -3.76% | Q4 2025 | Jan 26, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 12,764 | 366 | 0.15% | — | 211 | +12,764 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,659 | 363 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 12,515 | 357 | 0.02% | — | 213 | +12,515 | New | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 12,289 | 352 | 0.02% | — | 214 | +12,289 | New | Q4 2025 | Feb 13, 2026 |
| Olistico Wealth, LLC | History | No change | 12,065 | 346 | 0.17% | 0.14% | 215 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 11,846 | 339 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 11,365 | 325 | 0.0% | 0.0% | 217 | +226 | 2.03% | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | Reduced | 11,164 | 320 | 0.01% | 0.01% | 218 | -4,936 | -30.66% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 11,001 | 315 | 0.01% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,546 | 302 | 0.0% | 0.0% | 222 | +1,194 | 12.77% | Q4 2025 | Jan 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 10,532 | 302 | 0.01% | 0.01% | 221 | +1,034 | 10.89% | Q4 2025 | Feb 17, 2026 |
| KLCM Advisors, Inc. | History | Added to | 10,550 | 302 | 0.03% | 0.02% | 220 | +550 | 5.5% | Q4 2025 | Feb 04, 2026 |
| CONNABLE OFFICE INC | History | New | 10,492 | 300 | 0.03% | — | 223 | +10,492 | New | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | Reduced | 10,298 | 295 | 0.0% | 0.01% | 224 | -11,480 | -52.71% | Q4 2025 | Feb 03, 2026 |
| PharVision Advisers, LLC | History | New | 9,886 | 283 | 0.14% | — | 225 | +9,886 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 9,806 | 281 | 0.0% | 0.0% | 226 | -98,040 | -90.91% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 9,736 | 279 | 0.0% | 0.0% | 227 | -37,337 | -79.32% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,669 | 277 | 0.0% | 0.0% | 228 | -3,081 | -24.16% | Q4 2025 | Jan 30, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 9,600 | 275 | 0.21% | 0.19% | 229 | -1,800 | -15.79% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | New | 9,497 | 272 | 0.03% | — | 230 | +9,497 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,597 | 244 | 0.0% | 0.0% | 231 | -984 | -10.27% | Q4 2025 | Mar 09, 2026 |
| XPONANCE LLC | History | New | 8,418 | 241 | 0.0% | — | 232 | +8,418 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,410 | 241 | 0.0% | — | 233 | +8,410 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 8,269 | 237 | 0.0% | — | 234 | +8,269 | New | Q4 2025 | Feb 17, 2026 |
| nVerses Capital, LLC | History | New | 8,267 | 237 | 0.53% | — | 235 | +8,267 | New | Q4 2025 | Feb 17, 2026 |
| iSAM Funds (UK) Ltd | History | New | 8,230 | 236 | 0.08% | — | 236 | +8,230 | New | Q4 2025 | Feb 17, 2026 |
| May Hill Capital, LLC | History | New | 8,056 | 231 | 0.03% | — | 238 | +8,056 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,080 | 231 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,840 | 224 | 0.0% | 0.0% | 239 | +1,200 | 18.07% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,648 | 219 | 0.0% | 0.0% | 240 | -1,492 | -16.32% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,299 | 209 | 0.0% | — | 241 | +7,299 | New | Q4 2025 | Jan 05, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 7,054 | 202 | 0.0% | — | 242 | +7,054 | New | Q4 2025 | Feb 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 7,017 | 201 | 0.0% | 0.01% | 243 | -33,451 | -82.66% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 7,000 | 200 | 0.0% | — | 244 | +7,000 | New | Q4 2025 | Jan 23, 2026 |
| Alan B Lancz & Associates, Inc. | History | New | 7,000 | 200 | 0.18% | — | 245 | +7,000 | New | Q4 2025 | Feb 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,562 | 188 | 0.0% | 0.0% | 246 | -14,300 | -68.55% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | Reduced | 6,162 | 177 | 0.08% | 0.08% | 247 | -1,087 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Covestor Ltd | History | Reduced | 5,753 | 165 | 0.09% | 0.15% | 248 | -6,747 | -53.98% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,574 | 159 | 0.0% | 0.0% | 249 | -1,123 | -16.77% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,324 | 152 | 0.02% | — | 250 | +5,324 | New | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | New | 4,876 | 139 | 0.02% | — | 251 | +4,876 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,818 | 138 | 0.0% | 0.0% | 252 | +1,466 | 43.74% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 4,553 | 130 | 0.01% | 0.0% | 253 | +745 | 19.56% | Q4 2025 | Jan 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,312 | 123 | 0.0% | 0.0% | 254 | -651 | -13.12% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,178 | 119 | 0.0% | 0.0% | 255 | +1,556 | 59.34% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,735 | 108 | 0.0% | 0.0% | 256 | +1,248 | 50.18% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,721 | 106 | 0.0% | 0.0% | 257 | +125 | 3.48% | Q4 2025 | Jan 20, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,255 | 93 | 0.0% | 0.0% | 258 | +3,051 | 1495.59% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | No change | 3,079 | 88 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,836 | 81 | 0.0% | 0.0% | 260 | -2,074 | -42.24% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,276 | 65 | 0.0% | 0.0% | 261 | +445 | 24.3% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,230 | 63 | 0.0% | 0.0% | 262 | +4 | 0.18% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,015 | 58 | 0.0% | 0.0% | 263 | +479 | 31.18% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,000 | 57 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 2,017 | 57 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,955 | 56 | 0.0% | — | 266 | +1,955 | New | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,940 | 55 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,768 | 50 | 0.0% | 0.0% | 268 | +23 | 1.32% | Q4 2025 | Jan 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,548 | 44 | 0.01% | 0.0% | 269 | +83 | 5.67% | Q4 2025 | Jan 08, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,500 | 43 | 0.01% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | No change | 1,418 | 40 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,337 | 38 | 0.0% | 0.0% | 272 | +7 | 0.53% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,140 | 32 | 0.0% | 0.0% | 273 | -376 | -24.8% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 990 | 28 | 0.0% | 0.0% | 274 | +9 | 0.92% | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | Reduced | 924 | 26 | 0.0% | 0.0% | 275 | -89 | -8.79% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 902 | 25 | 0.0% | 0.0% | 277 | +3 | 0.33% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | No change | 885 | 25 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 809 | 23 | 0.0% | 0.0% | 278 | -35 | -4.15% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 802 | 23 | 0.0% | 0.0% | 279 | -7 | -0.87% | Q4 2025 | Jan 26, 2026 |
| Salomon & Ludwin, LLC | History | No change | 758 | 23 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | Added to | 782 | 22 | 0.0% | 0.0% | 281 | +633 | 424.83% | Q4 2025 | Jan 29, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 733 | 21 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 698 | 20 | 0.0% | 0.0% | 283 | +192 | 37.94% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | Added to | 667 | 19 | 0.0% | — | 285 | +636 | 2051.61% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 672 | 19 | 0.0% | 0.0% | 284 | +308 | 84.62% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 576 | 18 | 0.0% | 0.0% | 286 | +256 | 80.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 580 | 16 | 0.0% | — | 287 | +580 | New | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 529 | 15 | 0.0% | 0.0% | 289 | -1,112 | -67.76% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 547 | 15 | 0.0% | 0.0% | 288 | -16 | -2.84% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 490 | 14 | 0.0% | 0.0% | 291 | +97 | 24.68% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 510 | 14 | 0.0% | 0.0% | 290 | +77 | 17.78% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 493 | 14 | 0.0% | 0.0% | 292 | -19 | -3.71% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 456 | 13 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 437 | 11 | 0.0% | — | 295 | +437 | New | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 396 | 11 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 379 | 10 | 0.0% | 0.0% | 297 | +46 | 13.81% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | No change | 380 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Kentucky Trust Co | History | No change | 365 | 10 | 0.01% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 336 | 9 | 0.0% | 0.0% | 300 | +19 | 5.99% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 300 | 8 | 0.0% | — | 301 | +300 | New | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 281 | 8 | 0.0% | 0.0% | 303 | +211 | 301.43% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 300 | 8 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Elyxium Wealth, LLC | History | New | 245 | 7 | 0.0% | — | 305 | +245 | New | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 260 | 7 | 0.0% | 0.0% | 304 | +51 | 24.4% | Q4 2025 | Feb 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 237 | 6 | 0.0% | 0.0% | 306 | +12 | 5.33% | Q4 2025 | Feb 23, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 200 | 5 | 0.0% | 0.01% | 308 | -1,400 | -87.5% | Q4 2025 | Feb 17, 2026 |
| McMillan Office, Inc. | History | New | 200 | 5 | 0.0% | — | 310 | +200 | New | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | Reduced | 186 | 5 | 0.0% | 0.0% | 309 | -57 | -23.46% | Q4 2025 | Feb 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 179 | 5 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | New | 146 | 4 | 0.0% | — | 312 | +146 | New | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | No change | 147 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Coston, McIsaac & Partners | History | No change | 163 | 4 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | Reduced | 135 | 3 | 0.0% | 0.0% | 314 | -810 | -85.71% | Q4 2025 | Jan 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 116 | 3 | 0.0% | 0.0% | 315 | +18 | 18.37% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 101 | 2 | 0.0% | — | 324 | +101 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 92 | 2 | 0.0% | — | 319 | +92 | New | Q4 2025 | Jan 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 73 | 2 | 0.0% | 0.0% | 322 | +13 | 21.67% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 72 | 2 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Johnson Financial Group, Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kilter Group LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 65 | 1 | 0.0% | — | 339 | +65 | New | Q4 2025 | Feb 19, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 64 | 1 | 0.0% | — | 325 | +64 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 57 | 1 | 0.0% | 0.0% | 326 | -45 | -44.12% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | New | 45 | 1 | 0.0% | — | 331 | +45 | New | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 45 | 1 | 0.0% | — | 335 | +43 | 2150.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 42 | 1 | 0.0% | — | 338 | +42 | New | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 41 | 1 | 0.0% | — | 328 | +41 | New | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 59 | 1 | 0.0% | 0.0% | 330 | +9 | 18.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 65 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 39 | 1 | 0.0% | — | 329 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | No change | 64 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | No change | 50 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 61 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -520,589 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -432,719 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -369,911 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rodgers Brothers Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -96,275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Profit Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -51,063 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Closed out | 0 | 0 | — | 0.05% | — | -25,900 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -21,188 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,773 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,059 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quotient Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,966 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,739 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,463 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,018 | -100.0% | Q3 2025 | Oct 30, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -11,658 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -11,271 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,054 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,998 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -10,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,330 | -100.0% | Q3 2025 | Dec 15, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -10,210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,363 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -462 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -376 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Reduced | 12 | 0 | — | 0.0% | — | -364 | -96.81% | Q4 2025 | Feb 17, 2026 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | Added to | 33 | 0 | — | — | — | +28 | 560.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Torren Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 18 | 0 | — | — | — | +15 | 500.0% | Q4 2025 | Jan 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q4 2025 | Feb 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 28 | 0 | — | — | — | +5 | 21.74% | Q4 2025 | Jan 15, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ROSS\JOHNSON & Associates LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| COUNTRY TRUST BANK | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |