HEALTHEQUITY, INC. - HQY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 83 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 | 11,215,829 | 1,027,482 | 0.02% | 0.02% | 1 | +49,971 | 0.45% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 8,668,534 | 794,124 | 0.01% | 0.01% | 2 | -77,721 | -0.89% | Q4 2025 | Jan 29, 2026 |
| WASATCH ADVISORS LP | History | New | 6,589,646 | 603,677 | 3.59% | — | 3 | +6,589,646 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,091,052 | 283,171 | 0.01% | 0.01% | 4 | -59,144 | -1.88% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,201,232 | 201,685 | 0.01% | 0.01% | 5 | +5,671 | 0.26% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 2,052,571 | 188,036 | 0.01% | 0.02% | 6 | -1,437,210 | -41.18% | Q4 2025 | Feb 17, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 1,952,452 | 178,864 | 0.75% | 0.68% | 7 | +235,794 | 13.74% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 1,855,208 | 169,955 | 0.47% | — | 8 | +1,855,208 | New | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,762,335 | 161,447 | 0.08% | 0.11% | 9 | -1,933 | -0.11% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,581,752 | 144,910 | 0.03% | 0.03% | 10 | +22,744 | 1.46% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,515,259 | 138,812 | 0.19% | 0.2% | 11 | -90,014 | -5.61% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,486,057 | 136,137 | 0.01% | 0.01% | 12 | +183,645 | 14.1% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 1,358,933 | 124,491 | 0.1% | 0.1% | 13 | -899 | -0.07% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,317,719 | 120,717 | 0.01% | 0.02% | 14 | -216,011 | -14.08% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 1,171,806 | 108,178 | 0.13% | 0.15% | 15 | -95,946 | -7.57% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,165,311 | 106,754 | 0.01% | 0.01% | 16 | -39,766 | -3.3% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,132,744 | 103,770 | 0.02% | 0.02% | 17 | -9,243 | -0.81% | Q4 2025 | Feb 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 1,118,576 | 102,472 | 1.92% | 1.78% | 18 | +20,969 | 1.91% | Q4 2025 | Feb 12, 2026 |
| Greenhouse Funds LLLP | History | Added to | 1,079,704 | 98,911 | 3.57% | 3.71% | 19 | +10,783 | 1.01% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,018,208 | 93,278 | 0.01% | 0.01% | 20 | -61,932 | -5.73% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 953,072 | 87,310 | 0.11% | 0.11% | 21 | -32,033 | -3.25% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 951,563 | 87,172 | 0.04% | 0.02% | 22 | +573,283 | 151.55% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 924,249 | 84,670 | 0.01% | 0.01% | 23 | +48,811 | 5.58% | Q4 2025 | Mar 25, 2026 |
| Atalan Capital Partners, LP | History | Added to | 915,150 | 83,836 | 5.97% | 6.03% | 24 | +3,550 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 871,802 | 79,865 | 0.01% | 0.03% | 25 | -1,257,352 | -59.05% | Q4 2025 | Feb 19, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 820,233 | 75,140 | 0.03% | 0.04% | 26 | -19,261 | -2.29% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 767,391 | 70,300 | 0.01% | 0.01% | 27 | -28,858 | -3.62% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | Reduced | 756,025 | 69,259 | 0.19% | 0.19% | 28 | -3,500 | -0.46% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 747,398 | 68,469 | 0.03% | 0.04% | 29 | -23,807 | -3.09% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 730,567 | 66,927 | 0.01% | — | 30 | +730,567 | New | Q4 2025 | Feb 10, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 726,185 | 66,525 | 0.87% | 0.89% | 31 | +1,941 | 0.27% | Q4 2025 | Feb 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 729,510 | 66,436 | 0.11% | 0.11% | 32 | -34,677 | -4.54% | Q4 2025 | Jan 15, 2026 |
| Nuveen, LLC | History | Added to | 674,066 | 61,751 | 0.02% | 0.01% | 33 | +124,088 | 22.56% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 673,191 | 61,672 | 0.01% | 0.02% | 34 | -17,378 | -2.52% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 668,945 | 61,281 | 0.06% | 0.06% | 35 | +44,673 | 7.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 635,441 | 58,212 | 0.01% | 0.01% | 36 | +63,124 | 11.03% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 634,175 | 58,097 | 0.09% | — | 37 | +634,175 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 621,879 | 56,970 | 0.01% | 0.01% | 38 | -23,964 | -3.71% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 600,858 | 55,044 | 0.0% | 0.0% | 39 | -74,672 | -11.05% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 580,074 | 53,140 | 0.14% | 0.15% | 40 | -72,172 | -11.07% | Q4 2025 | Feb 13, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | New | 566,700 | 51,915 | 3.75% | — | 41 | +566,700 | New | Q4 2025 | Feb 17, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 542,216 | 49,672 | 0.07% | 0.08% | 42 | -55,229 | -9.24% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 462,891 | 42,406 | 0.37% | 0.37% | 43 | +15,898 | 3.56% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 450,322 | 41,253 | 0.04% | 0.03% | 44 | +157,140 | 53.6% | Q4 2025 | Feb 13, 2026 |
| Swedbank AB | History | New | 437,300 | 40,061 | 0.04% | — | 45 | +437,300 | New | Q4 2025 | Feb 09, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 432,939 | 39,661 | 2.18% | 2.13% | 46 | -3,095 | -0.71% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 410,811 | 37,753 | 0.01% | 0.01% | 47 | -2,352 | -0.57% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | Added to | 394,415 | 36,378 | 0.19% | 0.2% | 48 | +8,027 | 2.08% | Q4 2025 | Jan 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 373,389 | 34,207 | 0.05% | 0.05% | 49 | +24,047 | 6.88% | Q4 2025 | Feb 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 351,292 | 32,181 | 0.05% | 0.05% | 50 | -19,631 | -5.29% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 341,700 | 31,303 | 0.01% | 0.02% | 51 | -498,548 | -59.33% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 338,465 | 31,006 | 0.01% | — | 52 | +338,465 | New | Q4 2025 | Feb 17, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 309,237 | 28,608 | 1.65% | 2.39% | 53 | -300,892 | -49.32% | Q4 2025 | Feb 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 281,631 | 25,800 | 0.03% | — | 54 | +281,631 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 277,417 | 25,414 | 0.01% | 0.01% | 55 | +23,637 | 9.31% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 277,342 | 25,408 | 0.05% | 0.05% | 56 | -9,938 | -3.46% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 276,723 | 25,350 | 0.04% | 0.03% | 57 | +63,317 | 29.67% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Reduced | 276,444 | 25,325 | 0.04% | 0.05% | 58 | -30,837 | -10.04% | Q4 2025 | Feb 17, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 273,288 | 25,035 | 1.72% | 1.81% | 59 | -842 | -0.31% | Q4 2025 | Feb 13, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 271,723 | 24,892 | 2.77% | 2.87% | 60 | -240 | -0.09% | Q4 2025 | Feb 17, 2026 |
| 12th Street Asset Management Company, LLC | History | Reduced | 259,134 | 23,739 | 3.91% | 4.36% | 61 | -12,934 | -4.75% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 247,963 | 22,715 | 0.02% | 0.02% | 62 | -24,370 | -8.95% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 238,567 | 21,855 | 0.0% | 0.01% | 63 | -276,147 | -53.65% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 233,960 | 21,641 | 0.04% | 0.05% | 64 | -14,422 | -5.81% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 226,179 | 20,720 | 0.01% | 0.01% | 65 | -1,083 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Aureus Asset Management, LLC | History | Reduced | 219,664 | 20,123 | 1.28% | 1.8% | 66 | -72,039 | -24.7% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 216,034 | 19,790 | 0.0% | 0.0% | 67 | +37,724 | 21.16% | Q4 2025 | Feb 13, 2026 |
| BOONE CAPITAL MANAGEMENT LLC | History | New | 212,856 | 19,499 | 6.12% | — | 68 | +212,856 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 212,306 | 19,449 | 0.06% | 0.07% | 69 | -1,152 | -0.54% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 202,413 | 18,543 | 0.02% | 0.01% | 70 | +85,349 | 72.91% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 198,884 | 18,219 | 0.09% | — | 71 | +198,884 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 197,874 | 18,127 | 0.16% | — | 72 | +197,874 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 194,392 | 17,808 | 0.21% | 0.08% | 73 | +120,006 | 161.33% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 190,206 | 17,424 | 0.0% | 0.0% | 74 | -3,380 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Eversept Partners, LP | History | Added to | 185,739 | 17,015 | 0.86% | 0.34% | 75 | +133,351 | 254.54% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 185,104 | 16,957 | 0.0% | 0.0% | 76 | -29,187 | -13.62% | Q4 2025 | Feb 13, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 184,841 | 16,933 | 2.66% | 2.66% | 77 | -7,684 | -3.99% | Q4 2025 | Feb 06, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 182,017 | 16,674 | 0.02% | 0.09% | 78 | -379,008 | -67.56% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 178,811 | 16,380 | 0.02% | 0.02% | 79 | +1,718 | 0.97% | Q4 2025 | Feb 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 177,808 | 16,288 | 0.22% | 0.21% | 80 | +7,959 | 4.69% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 176,864 | 16,202 | 0.0% | 0.0% | 81 | +96,037 | 118.82% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 170,000 | 15,573 | 0.01% | 0.01% | 82 | +2,400 | 1.43% | Q4 2025 | Feb 12, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 169,760 | 15,551 | 0.34% | 0.41% | 83 | -62,142 | -26.8% | Q4 2025 | Feb 17, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 168,216 | 15,410 | 0.14% | — | 84 | +168,216 | New | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 161,702 | 14,813 | 0.18% | 0.16% | 85 | +6,159 | 3.96% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 161,555 | 14,800 | 0.02% | 0.02% | 86 | +10,458 | 6.92% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 155,005 | 14,200 | 0.03% | 0.03% | 87 | -21,575 | -12.22% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 152,765 | 13,994 | 0.01% | 0.01% | 88 | -1,869 | -1.21% | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 149,122 | 13,661 | 0.0% | 0.01% | 89 | -166,205 | -52.71% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Reduced | 143,848 | 13,177 | 0.0% | 0.0% | 90 | -1,477 | -1.02% | Q4 2025 | Feb 11, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 141,580 | 12,970 | 0.47% | 0.51% | 91 | +1,500 | 1.07% | Q4 2025 | Feb 17, 2026 |
| DF DENT & CO INC | History | Reduced | 140,169 | 12,840 | 0.18% | 0.25% | 92 | -65,690 | -31.91% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 135,356 | 12,399 | 0.0% | 0.0% | 93 | -22,310 | -14.15% | Q4 2025 | Feb 09, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 127,646 | 11,693 | 0.12% | 0.1% | 94 | +12,895 | 11.24% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 118,143 | 10,823 | 0.02% | 0.03% | 95 | -877 | -0.74% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 112,538 | 10,309 | 0.0% | 0.0% | 96 | +59,536 | 112.33% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 112,301 | 10,287 | 0.0% | 0.0% | 97 | +2,437 | 2.22% | Q4 2025 | Feb 11, 2026 |
| GDS Wealth Management | History | Added to | 110,122 | 10,088 | 0.63% | 0.63% | 98 | +9,153 | 9.07% | Q4 2025 | Feb 02, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 108,753 | 9,962 | 0.31% | 0.29% | 99 | +6,062 | 5.9% | Q4 2025 | Jan 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 108,131 | 9,905 | 0.01% | 0.01% | 100 | -11,711 | -9.77% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 107,761 | 9,871 | 0.0% | 0.0% | 101 | -31,172 | -22.44% | Q4 2025 | Feb 10, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 104,078 | 9,534 | 0.08% | 0.07% | 102 | +19,772 | 23.45% | Q4 2025 | Jan 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 102,000 | 9,344 | 0.01% | 0.0% | 103 | +28,100 | 38.02% | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 101,816 | 9,327 | 0.07% | 0.05% | 104 | +27,102 | 36.27% | Q4 2025 | Jan 09, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 101,475 | 9,296 | 0.36% | 0.42% | 105 | -5,848 | -5.45% | Q4 2025 | Feb 11, 2026 |
| Private Advisory Group LLC | History | Added to | 101,382 | 9,287 | 0.73% | 0.74% | 106 | +5,875 | 6.15% | Q4 2025 | Jan 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 98,079 | 8,985 | 0.09% | 0.09% | 107 | +3,775 | 4.0% | Q4 2025 | Feb 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 95,764 | 8,772 | 0.04% | 0.03% | 108 | +15,180 | 18.84% | Q4 2025 | Feb 09, 2026 |
| Granahan Investment Management, LLC | History | New | 91,020 | 8,338 | 0.36% | — | 109 | +91,020 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 89,403 | 8,190 | 0.01% | 0.01% | 110 | -2,113 | -2.31% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 89,048 | 8,157 | 0.01% | 0.01% | 111 | -85 | -0.1% | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 87,677 | 8,032 | 0.04% | 0.04% | 112 | -5,323 | -5.72% | Q4 2025 | Feb 12, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 87,171 | 7,985 | 0.62% | 0.65% | 113 | -14,144 | -13.96% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 85,271 | 7,811 | 0.01% | — | 114 | +85,271 | New | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 90,437 | 7,622 | 0.36% | 0.5% | 115 | -69 | -0.08% | Q4 2025 | Feb 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 81,316 | 7,449 | 0.01% | 0.01% | 116 | +736 | 0.91% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 79,677 | 7,299 | 0.0% | 0.0% | 117 | -5,893 | -6.89% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 79,477 | 7,280 | 0.29% | 0.29% | 118 | -1,017 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Parkwood LLC | History | New | 79,018 | 7,239 | 0.56% | — | 119 | +79,018 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 78,803 | 7,219 | 0.01% | 0.01% | 120 | +352 | 0.45% | Q4 2025 | Jan 30, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 77,525 | 7,102 | 0.37% | 0.4% | 121 | +594 | 0.77% | Q4 2025 | Jan 23, 2026 |
| Capricorn Fund Managers Ltd | History | New | 75,602 | 6,925 | 1.67% | — | 122 | +75,602 | New | Q4 2025 | Jan 21, 2026 |
| Woodline Partners LP | History | Reduced | 75,461 | 6,912 | 0.03% | 0.12% | 123 | -200,929 | -72.7% | Q4 2025 | Feb 17, 2026 |
| GM Advisory Group, LLC | History | Reduced | 75,382 | 6,905 | 0.27% | 0.34% | 124 | -8,375 | -10.0% | Q4 2025 | Feb 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 75,326 | 6,900 | 0.14% | 0.14% | 125 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 69,938 | 6,407 | 0.0% | 0.01% | 126 | -100,492 | -58.96% | Q4 2025 | Feb 13, 2026 |
| iA Global Asset Management Inc. | History | New | 68,830 | 6,306 | 0.08% | — | 127 | +68,830 | New | Q4 2025 | Feb 05, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 65,000 | 5,954 | 0.73% | 0.86% | 128 | -10,005 | -13.34% | Q4 2025 | Jan 09, 2026 |
| STRS OHIO | History | Added to | 64,400 | 5,899 | 0.02% | 0.01% | 129 | +29,400 | 84.0% | Q4 2025 | Feb 02, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 64,089 | 5,864 | 0.94% | 0.98% | 130 | -385 | -0.6% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 63,137 | 5,783 | 0.02% | 0.02% | 131 | +865 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 62,761 | 5,749 | 0.05% | 0.05% | 132 | +8,151 | 14.93% | Q4 2025 | Feb 17, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 61,806 | 5,662 | 0.76% | 1.4% | 133 | -48,268 | -43.85% | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Added to | 60,938 | 5,582 | 0.06% | 0.06% | 134 | +231 | 0.38% | Q4 2025 | Feb 04, 2026 |
| BRIDGER MANAGEMENT, LLC | History | New | 60,484 | 5,540 | 3.56% | — | 135 | +60,484 | New | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 60,252 | 5,509 | 0.0% | 0.01% | 136 | -8,538 | -12.41% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 59,645 | 5,464 | 0.0% | 0.0% | 137 | +9,231 | 18.31% | Q4 2025 | Feb 17, 2026 |
| 1492 Capital Management LLC | History | Added to | 55,927 | 5,123 | 1.96% | 2.11% | 138 | +955 | 1.74% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 54,345 | 4,978 | 0.18% | 0.18% | 139 | +5,081 | 10.31% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 49,604 | 4,545 | 0.01% | 0.01% | 140 | +4,668 | 10.39% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 49,615 | 4,543 | 0.01% | 0.01% | 141 | -17,306 | -25.86% | Q4 2025 | Feb 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 47,978 | 4,395 | 0.82% | 1.07% | 142 | -11,707 | -19.61% | Q4 2025 | Jan 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 47,817 | 4,380 | 0.03% | — | 143 | +47,817 | New | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 47,044 | 4,309 | 0.6% | 0.72% | 144 | -6,513 | -12.16% | Q4 2025 | Jan 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 46,880 | 4,294 | 0.04% | 0.04% | 145 | +782 | 1.7% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 44,721 | 4,096 | 0.0% | 0.0% | 146 | +11,699 | 35.43% | Q4 2025 | Feb 10, 2026 |
| Future Fund LLC | History | Added to | 44,317 | 4,059 | 1.28% | 1.05% | 147 | +12,854 | 40.85% | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 44,025 | 4,031 | 0.08% | — | 148 | +44,025 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 42,019 | 3,849 | 0.09% | — | 149 | +42,019 | New | Q4 2025 | Feb 13, 2026 |
| Overbrook Management Corp | History | Reduced | 40,471 | 3,707 | 0.64% | 0.77% | 150 | -4,499 | -10.0% | Q4 2025 | Jan 09, 2026 |
| FORMULA GROWTH LTD | History | Reduced | 39,400 | 3,609 | 1.39% | 1.37% | 151 | -1,190 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Covea Finance | History | No change | 39,200 | 3,591 | 0.12% | 0.13% | 152 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 38,339 | 3,512 | 0.03% | 0.0% | 153 | +37,971 | 10318.21% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 38,285 | 3,507 | 0.04% | 0.04% | 154 | +543 | 1.44% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 38,231 | 3,502 | 0.01% | 0.01% | 155 | -2,942 | -7.15% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 37,965 | 3,477 | 0.0% | 0.0% | 156 | +24,910 | 190.81% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 37,506 | 3,436 | 0.03% | 0.03% | 157 | -3,106 | -7.65% | Q4 2025 | Jan 29, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 37,200 | 3,407 | 0.95% | 0.78% | 158 | +4,300 | 13.07% | Q4 2025 | Mar 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 36,889 | 3,380 | 0.0% | 0.0% | 159 | +36,007 | 4082.43% | Q4 2025 | Feb 13, 2026 |
| Faithward Advisors, LLC | History | Reduced | 36,374 | 3,332 | 0.49% | 0.66% | 160 | -10,206 | -21.91% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 36,254 | 3,321 | 0.02% | 0.03% | 161 | -1,655 | -4.37% | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 35,690 | 3,317 | 0.01% | 0.01% | 162 | +5,224 | 17.15% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 36,141 | 3,310 | 0.02% | 0.02% | 163 | +4,252 | 13.33% | Q4 2025 | Feb 03, 2026 |
| Hilton Capital Management, LLC | History | Added to | 33,449 | 3,064 | 0.23% | 0.2% | 164 | +7,072 | 26.81% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 33,382 | 3,058 | 0.02% | — | 165 | +33,382 | New | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 33,020 | 3,024 | 0.03% | — | 166 | +33,020 | New | Q4 2025 | Feb 17, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 32,800 | 3,004 | 0.08% | 0.07% | 167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 31,526 | 2,888 | 1.16% | 1.06% | 168 | +4,160 | 15.2% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 30,647 | 2,807 | 0.0% | 0.0% | 169 | -23,255 | -43.14% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 30,207 | 2,766 | 0.01% | 0.01% | 170 | -2,539 | -7.75% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 30,170 | 2,763 | 0.0% | 0.01% | 171 | -5,857 | -16.26% | Q4 2025 | Feb 11, 2026 |
| Forest Hill Capital, LLC | History | No change | 29,576 | 2,709 | 1.39% | 1.65% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 29,309 | 2,684 | 0.01% | — | 173 | +29,309 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 29,174 | 2,672 | 0.08% | 0.09% | 174 | -1,078 | -3.56% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,209 | 2,584 | 0.01% | 0.01% | 175 | -522 | -1.82% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 28,135 | 2,577 | 0.01% | 0.01% | 176 | -1,931 | -6.42% | Q4 2025 | Jan 30, 2026 |
| Verition Fund Management LLC | History | Added to | 28,023 | 2,567 | 0.01% | 0.01% | 177 | +420 | 1.52% | Q4 2025 | Feb 13, 2026 |
| Simplify Asset Management Inc. | History | Added to | 27,329 | 2,503 | 0.04% | 0.03% | 178 | +11,524 | 72.91% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 27,314 | 2,502 | 0.0% | 0.01% | 179 | -3,027 | -9.98% | Q4 2025 | Feb 17, 2026 |
| Econ Financial Services Corp | History | Added to | 27,249 | 2,496 | 1.25% | 0.92% | 180 | +7,770 | 39.89% | Q4 2025 | Jan 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 28,634 | 2,453 | 0.01% | 0.01% | 181 | -6,660 | -18.87% | Q4 2025 | Feb 18, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 26,399 | 2,418 | 0.1% | 0.1% | 182 | +1,139 | 4.51% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 26,332 | 2,412 | 0.01% | 0.12% | 183 | -316,938 | -92.33% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 26,293 | 2,409 | 0.0% | 0.0% | 184 | -1,734 | -6.19% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 26,000 | 2,381 | 0.01% | 0.01% | 185 | +4,100 | 18.72% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 25,943 | 2,376 | 0.0% | 0.0% | 186 | +1,305 | 5.3% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,602 | 2,345 | 0.01% | 0.01% | 187 | +1,146 | 4.69% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 27,547 | 2,313 | 0.03% | 0.03% | 188 | -342 | -1.23% | Q4 2025 | Jan 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 25,163 | 2,305 | 0.0% | 0.01% | 189 | -8,325 | -24.86% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,102 | 2,299 | 0.0% | 0.0% | 190 | -3,796 | -13.14% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 24,956 | 2,286 | 0.01% | 0.0% | 191 | +4,665 | 22.99% | Q4 2025 | Feb 13, 2026 |
| OP Asset Management Ltd | History | Added to | 24,883 | 2,279 | 0.03% | 0.02% | 192 | +11,578 | 87.02% | Q4 2025 | Apr 21, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 24,657 | 2,258 | 0.0% | 0.0% | 193 | -50,238 | -67.08% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 24,616 | 2,255 | 0.01% | 0.01% | 194 | +3,100 | 14.41% | Q4 2025 | Feb 06, 2026 |
| SummitTX Capital, L.P. | History | New | 24,187 | 2,215 | 0.07% | — | 195 | +24,187 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 23,899 | 2,189 | 0.01% | 0.01% | 196 | -1,660 | -6.49% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,878 | 2,187 | 0.0% | 0.0% | 197 | +4,332 | 22.16% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 23,800 | 2,180 | 0.04% | 0.04% | 198 | -300 | -1.24% | Q4 2025 | Jan 16, 2026 |
| One Capital Management, LLC | History | Added to | 23,695 | 2,170 | 0.07% | 0.05% | 199 | +8,642 | 57.41% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 23,021 | 2,108 | 0.02% | 0.02% | 200 | -960 | -4.0% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 22,864 | 2,094 | 0.09% | 0.09% | 201 | -711 | -3.02% | Q4 2025 | Feb 09, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 21,800 | 1,997 | 0.43% | 0.27% | 202 | +11,705 | 115.95% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 21,560 | 1,975 | 0.01% | 0.01% | 203 | -634 | -2.86% | Q4 2025 | Feb 10, 2026 |
| PEAK6 LLC | History | Added to | 21,141 | 1,936 | 0.0% | 0.0% | 204 | +13,724 | 185.03% | Q4 2025 | Mar 12, 2026 |
| TWINBEECH CAPITAL LP | History | New | 21,100 | 1,932 | 0.14% | — | 205 | +21,100 | New | Q4 2025 | Feb 17, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 21,069 | 1,930 | 0.24% | 0.28% | 206 | -1,223 | -5.49% | Q4 2025 | Feb 13, 2026 |
| First American Bank | History | Added to | 20,952 | 1,919 | 0.12% | 0.1% | 207 | +3,719 | 21.58% | Q4 2025 | Jan 20, 2026 |
| Maridea Wealth Management LLC | History | Added to | 20,893 | 1,914 | 0.29% | 0.22% | 208 | +5,631 | 36.9% | Q4 2025 | Jan 08, 2026 |
| Bridgewater Associates, LP | History | Added to | 20,827 | 1,907 | 0.01% | 0.0% | 209 | +14,448 | 226.49% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 20,723 | 1,898 | 0.06% | — | 210 | +20,723 | New | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20,412 | 1,869 | 0.25% | — | 211 | +20,412 | New | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Reduced | 20,146 | 1,863 | 0.02% | 0.03% | 212 | -113 | -0.56% | Q4 2025 | Jan 23, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 20,322 | 1,861 | 0.01% | 0.01% | 213 | -300 | -1.45% | Q4 2025 | Jan 29, 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | History | No change | 20,000 | 1,832 | 1.21% | 1.27% | 214 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 19,277 | 1,765 | 0.02% | 0.03% | 215 | +2 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Gradient Investments LLC | History | Added to | 19,217 | 1,760 | 0.03% | 0.03% | 216 | +377 | 2.0% | Q4 2025 | Jan 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 19,063 | 1,746 | 0.0% | 0.0% | 217 | -4,775 | -20.03% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 19,058 | 1,745 | 0.0% | 0.0% | 218 | +783 | 4.28% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 17,744 | 1,626 | 0.13% | 0.12% | 219 | +1,723 | 10.75% | Q4 2025 | Jan 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 17,400 | 1,594 | 0.07% | 0.09% | 220 | -1,246 | -6.68% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,359 | 1,590 | 0.0% | 0.0% | 221 | -978 | -5.33% | Q4 2025 | Jan 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 17,300 | 1,585 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 17,176 | 1,573 | 0.02% | 0.02% | 223 | -200 | -1.15% | Q4 2025 | Feb 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 16,922 | 1,550 | 0.01% | 0.01% | 224 | -6,752 | -28.52% | Q4 2025 | Jan 28, 2026 |
| Avidity Partners Management LP | History | Reduced | 16,900 | 1,548 | 0.45% | 0.55% | 225 | -8,400 | -33.2% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 16,684 | 1,528 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Added to | 16,231 | 1,486 | 0.02% | 0.01% | 227 | +9,171 | 129.9% | Q4 2025 | Feb 17, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 15,944 | 1,485 | 0.12% | 0.11% | 228 | +581 | 3.78% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,076 | 1,381 | 0.0% | 0.0% | 229 | -107 | -0.7% | Q4 2025 | Feb 06, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 14,784 | 1,354 | 0.1% | 0.11% | 230 | -811 | -5.2% | Q4 2025 | Jan 12, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 14,760 | 1,352 | 0.02% | 0.02% | 231 | +3,876 | 35.61% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | Added to | 14,556 | 1,333 | 0.03% | 0.02% | 232 | +3,638 | 33.32% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,491 | 1,327 | 0.0% | 0.0% | 233 | +5,541 | 61.91% | Q4 2025 | Mar 16, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 13,960 | 1,278 | 0.02% | 0.02% | 234 | +117 | 0.85% | Q4 2025 | Feb 17, 2026 |
| Radnor Capital Management, LLC | History | Added to | 14,366 | 1,268 | 0.19% | 0.08% | 235 | +8,126 | 130.22% | Q4 2025 | Feb 06, 2026 |
| Marex Group plc | History | Reduced | 13,781 | 1,262 | 0.01% | 0.02% | 236 | -12,416 | -47.39% | Q4 2025 | Feb 12, 2026 |
| FJ Capital Management LLC | History | Added to | 13,556 | 1,241 | 0.14% | 0.08% | 237 | +5,180 | 61.84% | Q4 2025 | Feb 13, 2026 |
| Silphium Asset Management Ltd | History | Reduced | 13,478 | 1,234 | 0.52% | 0.68% | 238 | -10,922 | -44.76% | Q4 2025 | Jan 27, 2026 |
| Pacer Advisors, Inc. | History | Added to | 13,427 | 1,230 | 0.0% | 0.0% | 239 | +1,937 | 16.86% | Q4 2025 | Feb 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,365 | 1,224 | 0.0% | 0.0% | 240 | +4,474 | 50.32% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 13,242 | 1,213 | 0.0% | 0.0% | 241 | +527 | 4.14% | Q4 2025 | Jan 09, 2026 |
| Versor Investments LP | History | New | 12,920 | 1,183 | 0.18% | — | 242 | +12,920 | New | Q4 2025 | Feb 04, 2026 |
| HRT FINANCIAL LP | History | New | 12,806 | 1,173 | 0.0% | — | 243 | +12,806 | New | Q4 2025 | Feb 12, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 12,795 | 1,172 | 0.25% | 0.34% | 244 | -2,638 | -17.09% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 12,693 | 1,162 | 0.01% | 0.01% | 245 | -753 | -5.6% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 12,340 | 1,130 | 0.0% | 0.0% | 246 | +491 | 4.14% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,231 | 1,120 | 0.0% | 0.01% | 247 | -370 | -2.94% | Q4 2025 | Feb 18, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,198 | 1,117 | 0.01% | 0.01% | 248 | -759 | -5.86% | Q4 2025 | Feb 02, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 12,175 | 1,115 | 0.05% | 0.07% | 249 | +1,786 | 17.19% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,945 | 1,094 | 0.0% | 0.0% | 250 | -1,231 | -9.34% | Q4 2025 | Feb 12, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 11,805 | 1,081 | 0.09% | 0.1% | 251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 11,778 | 1,078 | 0.2% | 0.2% | 252 | +853 | 7.81% | Q4 2025 | Jan 28, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 11,705 | 1,072 | 0.01% | 0.0% | 253 | +5,869 | 100.57% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,582 | 1,061 | 0.01% | 0.01% | 254 | +840 | 7.82% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 11,553 | 1,059 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | New | 11,554 | 1,058 | 0.03% | — | 256 | +11,554 | New | Q4 2025 | Feb 13, 2026 |
| Suncoast Equity Management | History | Added to | 11,490 | 1,052 | 0.11% | 0.07% | 257 | +4,170 | 56.97% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Added to | 11,052 | 1,012 | 0.0% | 0.0% | 258 | +515 | 4.89% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 10,750 | 985 | 0.22% | — | 259 | +10,750 | New | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | New | 10,710 | 981 | 0.0% | — | 260 | +10,710 | New | Q4 2025 | Jan 09, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 10,616 | 972 | 0.1% | 0.13% | 261 | -2,947 | -21.73% | Q4 2025 | Jan 27, 2026 |
| XPONANCE LLC | History | Reduced | 10,581 | 969 | 0.01% | 0.01% | 262 | -1,684 | -13.73% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 10,300 | 943 | 0.0% | 0.0% | 263 | -14,200 | -57.96% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 10,217 | 935 | 0.02% | 0.03% | 264 | -53 | -0.52% | Q4 2025 | Jan 29, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 10,000 | 916 | 0.08% | 0.15% | 265 | -9,000 | -47.37% | Q4 2025 | Feb 11, 2026 |
| Cinctive Capital Management LP | History | New | 9,746 | 892 | 0.05% | — | 266 | +9,746 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,010 | 873 | 0.0% | 0.0% | 267 | +1,297 | 16.82% | Q4 2025 | Jan 08, 2026 |
| &PARTNERS | History | Added to | 9,478 | 851 | 0.0% | 0.0% | 268 | +3,163 | 50.09% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,996 | 824 | 0.01% | 0.0% | 269 | +6,678 | 288.09% | Q4 2025 | Jan 29, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 8,949 | 819 | 0.08% | 0.1% | 270 | -781 | -8.03% | Q4 2025 | Feb 17, 2026 |
| HC Advisors, LLC | History | No change | 8,880 | 813 | 0.56% | 0.59% | 271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 8,775 | 803 | 0.0% | 0.0% | 272 | +8,444 | 2551.06% | Q4 2025 | Feb 10, 2026 |
| ALPS ADVISORS INC | History | Reduced | 8,711 | 798 | 0.0% | 0.0% | 273 | -692 | -7.36% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,692 | 796 | 0.11% | — | 274 | +8,692 | New | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 8,606 | 788 | 0.32% | — | 275 | +8,606 | New | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Reduced | 8,592 | 787 | 0.04% | 0.1% | 276 | -5,977 | -41.03% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,536 | 781 | 0.01% | 0.01% | 277 | -695 | -7.53% | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 8,525 | 780 | 0.09% | 0.09% | 278 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,231 | 754 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,047 | 737 | 0.0% | 0.0% | 280 | +1,273 | 18.79% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,009 | 734 | 0.0% | 0.0% | 281 | +2,622 | 48.67% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,022 | 734 | 0.02% | 0.02% | 282 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,842 | 718 | 0.0% | 0.0% | 283 | -4 | -0.05% | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | Reduced | 7,705 | 706 | 0.02% | 0.03% | 284 | -3,377 | -30.47% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,498 | 686 | 0.01% | 0.01% | 285 | +375 | 5.26% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 7,405 | 678 | 0.0% | 0.0% | 286 | +979 | 15.23% | Q4 2025 | Jan 26, 2026 |
| Peterson Wealth Services | History | Added to | 7,217 | 661 | 0.17% | 0.17% | 287 | +7,197 | 35985.0% | Q4 2025 | Feb 12, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 6,949 | 636 | 0.07% | 0.09% | 288 | -2,097 | -23.18% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 6,929 | 634 | 0.0% | 0.0% | 289 | -796 | -10.3% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,656 | 622 | 0.01% | 0.01% | 290 | +22 | 0.33% | Q4 2025 | Jan 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,620 | 606 | 0.0% | 0.0% | 291 | +891 | 15.55% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 6,560 | 600 | 0.01% | 0.02% | 292 | -4,651 | -41.49% | Q4 2025 | Feb 03, 2026 |
| Fieldview Capital Management, LLC | History | New | 6,486 | 594 | 0.1% | — | 293 | +6,486 | New | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 6,266 | 574 | 0.02% | 0.02% | 294 | -210 | -3.24% | Q4 2025 | Feb 04, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 6,200 | 567 | 0.0% | 0.0% | 295 | +2,600 | 72.22% | Q4 2025 | Feb 04, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 5,993 | 553 | 0.0% | 0.01% | 296 | -1,261 | -17.38% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,042 | 553 | 0.01% | 0.01% | 297 | +569 | 10.4% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 5,951 | 545 | 0.0% | 0.0% | 298 | -17,362 | -74.47% | Q4 2025 | Mar 20, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 5,939 | 544 | 0.01% | 0.01% | 299 | +382 | 6.87% | Q4 2025 | Feb 03, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,900 | 540 | 0.0% | 0.0% | 300 | -8,625 | -59.38% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,831 | 534 | 0.0% | 0.0% | 301 | -1,224 | -17.35% | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 5,700 | 522 | 0.0% | 0.0% | 302 | -612 | -9.7% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 5,648 | 517 | 0.0% | — | 303 | +5,648 | New | Q4 2025 | Feb 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 6,021 | 509 | 0.03% | 0.02% | 304 | +3,713 | 160.88% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 5,532 | 506 | 0.02% | — | 305 | +5,532 | New | Q4 2025 | Feb 17, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 5,521 | 505 | 0.05% | 0.03% | 306 | +1,836 | 49.82% | Q4 2025 | Jan 15, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 5,447 | 499 | 0.1% | 0.08% | 307 | +2,468 | 82.85% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Added to | 5,363 | 491 | 0.03% | 0.0% | 308 | +4,739 | 759.46% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,348 | 489 | 0.0% | 0.0% | 309 | -295 | -5.23% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,309 | 486 | 0.02% | 0.02% | 310 | -148 | -2.71% | Q4 2025 | Jan 06, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,285 | 484 | 0.0% | 0.02% | 311 | -31,535 | -85.65% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,207 | 477 | 0.02% | 0.01% | 312 | +928 | 21.69% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,151 | 471 | 0.0% | — | 313 | +5,151 | New | Q4 2025 | Feb 18, 2026 |
| FULTON BANK, N.A. | History | Added to | 5,137 | 470 | 0.02% | 0.01% | 314 | +841 | 19.58% | Q4 2025 | Jan 08, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 5,118 | 469 | 0.03% | 0.03% | 315 | -34 | -0.66% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,105 | 467 | 0.01% | 0.01% | 316 | -730 | -12.51% | Q4 2025 | Feb 02, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 5,000 | 458 | 0.03% | — | 318 | +5,000 | New | Q4 2025 | Feb 06, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 5,000 | 458 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 4,980 | 456 | 0.0% | — | 319 | +4,980 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,974 | 455 | 0.0% | 0.0% | 320 | +899 | 22.06% | Q4 2025 | Jan 29, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 4,941 | 452 | 0.12% | 0.15% | 321 | -1,000 | -16.83% | Q4 2025 | Feb 09, 2026 |
| COMMERCE BANK | History | Reduced | 4,878 | 446 | 0.0% | 0.0% | 322 | -100 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,757 | 435 | 0.0% | 0.01% | 323 | -11,557 | -70.84% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | Added to | 4,746 | 434 | 0.05% | 0.03% | 324 | +1,723 | 57.0% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 4,708 | 431 | 0.22% | 0.23% | 325 | +64 | 1.38% | Q4 2025 | Feb 09, 2026 |
| Blueshift Asset Management, LLC | History | New | 4,652 | 426 | 0.12% | — | 326 | +4,652 | New | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | New | 4,610 | 422 | 0.02% | — | 327 | +4,610 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 4,472 | 409 | 0.0% | 0.0% | 328 | -13,861 | -75.61% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,385 | 401 | 0.0% | 0.0% | 329 | +799 | 22.28% | Q4 2025 | Feb 17, 2026 |
| Yorktown Management & Research Co Inc | History | New | 4,125 | 377 | 0.3% | — | 330 | +4,125 | New | Q4 2025 | Jan 23, 2026 |
| Qsemble Capital Management, LP | History | New | 4,096 | 375 | 0.03% | — | 331 | +4,096 | New | Q4 2025 | Feb 05, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,992 | 365 | 0.0% | — | 332 | +3,992 | New | Q4 2025 | Feb 04, 2026 |
| SUMMITRY LLC | History | Added to | 3,963 | 363 | 0.02% | 0.01% | 333 | +606 | 18.05% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,945 | 361 | 0.0% | 0.0% | 334 | +486 | 14.05% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Added to | 3,867 | 354 | 0.01% | 0.01% | 335 | +109 | 2.9% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | New | 3,790 | 351 | 0.02% | — | 336 | +3,790 | New | Q4 2025 | Feb 12, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 3,816 | 349 | 0.09% | 0.1% | 337 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,793 | 347 | 0.01% | 0.01% | 338 | -892 | -19.04% | Q4 2025 | Feb 19, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 3,687 | 337 | 0.03% | — | 339 | +3,687 | New | Q4 2025 | Feb 17, 2026 |
| Mattson Financial Services, LLC | History | Added to | 3,681 | 337 | 0.08% | 0.05% | 340 | +1,277 | 53.12% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,659 | 335 | 0.0% | 0.0% | 341 | -10 | -0.27% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,651 | 334 | 0.0% | 0.0% | 342 | -95 | -2.54% | Q4 2025 | Jan 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,623 | 331 | 0.03% | 0.13% | 343 | -10,815 | -74.91% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,580 | 327 | 0.01% | 0.01% | 344 | -16 | -0.44% | Q4 2025 | Feb 06, 2026 |
| Virtu Financial LLC | History | New | 3,544 | 325 | 0.01% | — | 345 | +3,544 | New | Q4 2025 | Feb 23, 2026 |
| 111 Capital | History | New | 3,528 | 323 | 0.07% | — | 346 | +3,528 | New | Q4 2025 | Feb 11, 2026 |
| Olympiad Research LP | History | Added to | 3,490 | 319 | 0.85% | 0.38% | 348 | +622 | 21.69% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 3,490 | 319 | 0.02% | 0.02% | 347 | +587 | 20.22% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,461 | 317 | 0.0% | 0.0% | 349 | -308 | -8.17% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 3,409 | 312 | 0.0% | 0.0% | 350 | +1,165 | 51.92% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 3,379 | 309 | 0.01% | 0.01% | 351 | -75 | -2.17% | Q4 2025 | Jan 14, 2026 |
| Scientech Research LLC | History | New | 3,329 | 304 | 0.19% | — | 352 | +3,329 | New | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Added to | 3,323 | 304 | 0.28% | 0.24% | 353 | +717 | 27.51% | Q4 2025 | Jan 05, 2026 |
| Curated Wealth Partners LLC | History | Added to | 3,267 | 299 | 0.03% | 0.03% | 354 | +639 | 24.32% | Q4 2025 | Jan 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,224 | 295 | 0.0% | 0.0% | 355 | +210 | 6.97% | Q4 2025 | Feb 17, 2026 |
| Janney Capital Management LLC | History | Added to | 3,208 | 294 | 0.02% | 0.02% | 356 | +57 | 1.81% | Q4 2025 | Feb 11, 2026 |
| AXQ CAPITAL, LP | History | New | 3,201 | 293 | 0.07% | — | 357 | +3,201 | New | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 3,160 | 289 | 0.01% | — | 358 | +3,160 | New | Q4 2025 | Feb 17, 2026 |
| Steadtrust LLC | History | New | 3,070 | 281 | 0.17% | — | 360 | +3,070 | New | Q4 2025 | Jan 21, 2026 |
| Avanza Fonder AB | History | Reduced | 3,078 | 281 | 0.01% | 0.01% | 359 | -294 | -8.72% | Q4 2025 | Jan 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 3,065 | 280 | 0.24% | 0.25% | 361 | -45 | -1.45% | Q4 2025 | Jan 14, 2026 |
| Amundi | History | New | 3,030 | 277 | 0.0% | — | 362 | +3,030 | New | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | New | 3,029 | 277 | 0.04% | — | 363 | +3,029 | New | Q4 2025 | Jan 06, 2026 |
| Abacus Wealth Partners, LLC | History | New | 2,937 | 269 | 0.03% | — | 364 | +2,937 | New | Q4 2025 | Feb 05, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 2,885 | 264 | 0.01% | 0.01% | 365 | -219 | -7.06% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,879 | 263 | 0.0% | 0.0% | 366 | +2,806 | 3843.84% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,857 | 261 | 0.0% | 0.0% | 367 | +745 | 35.27% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,818 | 258 | 0.0% | 0.0% | 368 | +830 | 41.75% | Q4 2025 | Feb 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,756 | 252 | 0.01% | 0.01% | 369 | +6 | 0.22% | Q4 2025 | Jan 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 2,708 | 248 | 0.17% | 0.17% | 370 | +68 | 2.58% | Q4 2025 | Feb 05, 2026 |
| CIBC Asset Management Inc | History | No change | 2,700 | 247 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Forum Financial Management, LP | History | No change | 2,642 | 242 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,610 | 239 | 0.0% | 0.0% | 373 | +1,783 | 215.6% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,606 | 238 | 0.01% | 0.01% | 374 | -68 | -2.54% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | New | 2,570 | 235 | 0.0% | — | 375 | +2,570 | New | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,537 | 232 | 0.0% | 0.0% | 376 | +119 | 4.92% | Q4 2025 | Feb 02, 2026 |
| Callan Family Office, LLC | History | New | 2,484 | 227 | 0.0% | — | 378 | +2,484 | New | Q4 2025 | Feb 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 2,485 | 227 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 2,456 | 223 | 0.0% | 0.0% | 380 | +524 | 27.12% | Q4 2025 | Feb 03, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,430 | 223 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,432 | 222 | 0.0% | — | 382 | +2,432 | New | Q4 2025 | Jan 23, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,428 | 222 | 0.0% | 0.0% | 381 | +15 | 0.62% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | No change | 2,411 | 221 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,411 | 220 | 0.0% | 4.27% | 384 | -7,287 | -75.14% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 2,407 | 220 | 0.0% | — | 385 | +2,407 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 2,396 | 219 | 0.0% | 0.0% | 387 | +211 | 9.66% | Q4 2025 | Jan 26, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,399 | 219 | 0.01% | 0.01% | 386 | -56 | -2.28% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | New | 2,565 | 218 | 0.0% | — | 388 | +2,565 | New | Q4 2025 | Mar 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,311 | 211 | 0.0% | — | 389 | +2,311 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,305 | 211 | 0.0% | 0.0% | 390 | +746 | 47.85% | Q4 2025 | Feb 09, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 2,306 | 211 | 0.13% | 0.14% | 391 | -30 | -1.28% | Q4 2025 | Jan 05, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,260 | 207 | 0.0% | 0.0% | 392 | -168 | -6.92% | Q4 2025 | Jan 21, 2026 |
| iSAM Funds (UK) Ltd | History | Added to | 2,239 | 205 | 0.07% | 0.02% | 393 | +1,004 | 81.3% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 2,221 | 203 | 0.0% | — | 394 | +2,221 | New | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 1,944 | 178 | 0.01% | 0.01% | 395 | +168 | 9.46% | Q4 2025 | Jan 05, 2026 |
| Aviso Financial Inc. | History | Reduced | 1,674 | 153 | 0.01% | 0.01% | 396 | -81 | -4.62% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,650 | 151 | 0.0% | 0.0% | 397 | -140 | -7.82% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 1,451 | 132 | 0.0% | 0.0% | 398 | -4,088 | -73.8% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,387 | 127 | 0.0% | 0.0% | 399 | +173 | 14.25% | Q4 2025 | Feb 11, 2026 |
| Estate Planners Group, LLC | History | New | 1,299 | 119 | 0.05% | — | 400 | +1,299 | New | Q4 2025 | Apr 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,256 | 116 | 0.0% | — | 402 | +1,256 | New | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,267 | 116 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,177 | 107 | 0.0% | 0.0% | 403 | +564 | 92.01% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,070 | 98 | 0.0% | 0.0% | 404 | -159 | -12.94% | Q4 2025 | Jan 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,030 | 94 | 0.0% | — | 405 | +1,030 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 1,030 | 94 | 0.0% | — | 406 | +1,030 | New | Q4 2025 | Feb 02, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,024 | 93 | 0.01% | — | 408 | +1,024 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,020 | 93 | 0.0% | 0.0% | 407 | +32 | 3.24% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 985 | 90 | 0.0% | 0.0% | 409 | +117 | 13.48% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | New | 905 | 82 | 0.01% | — | 410 | +905 | New | Q4 2025 | Jan 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 876 | 80 | 0.02% | 0.0% | 411 | +859 | 5052.94% | Q4 2025 | Mar 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 872 | 79 | 0.0% | 0.0% | 412 | +32 | 3.81% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 851 | 77 | 0.0% | 0.0% | 413 | +459 | 117.09% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 793 | 73 | 0.0% | 0.0% | 414 | +271 | 51.92% | Q4 2025 | Feb 13, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 779 | 71 | 0.01% | — | 415 | +779 | New | Q4 2025 | Feb 13, 2026 |
| Beck Bode, LLC | History | New | 10,200 | 67 | 0.01% | — | 416 | +10,200 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 713 | 65 | 0.0% | — | 417 | +713 | New | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | Reduced | 700 | 64 | 0.0% | 0.0% | 418 | -12,409 | -94.66% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 706 | 64 | 0.0% | — | 419 | +706 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 604 | 55 | 0.0% | 0.0% | 420 | +396 | 190.38% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 602 | 55 | 0.0% | 0.0% | 421 | -172 | -22.22% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 558 | 51 | 0.0% | 0.0% | 422 | +351 | 169.57% | Q4 2025 | Feb 13, 2026 |
| Sellwood Investment Partners LLC | History | No change | 550 | 50 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 549 | 48 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 493 | 45 | 0.0% | 0.01% | 425 | -215 | -30.37% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 454 | 41 | 0.0% | — | 426 | +454 | New | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 442 | 40 | 0.02% | — | 427 | +442 | New | Q4 2025 | Jan 30, 2026 |
| WPG Advisers, LLC | History | Added to | 356 | 32 | 0.02% | 0.02% | 428 | +11 | 3.19% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 330 | 30 | 0.0% | 0.0% | 429 | +77 | 30.43% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 335 | 30 | 0.0% | 0.0% | 430 | -22 | -6.16% | Q4 2025 | Jan 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 319 | 29 | 0.0% | 0.0% | 431 | +56 | 21.29% | Q4 2025 | Jan 26, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 301 | 27 | 0.01% | — | 433 | +301 | New | Q4 2025 | Feb 17, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 295 | 27 | 0.01% | — | 432 | +295 | New | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 290 | 26 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 262 | 24 | 0.0% | 0.0% | 436 | -366 | -58.28% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 271 | 24 | 0.0% | — | 437 | +271 | New | Q4 2025 | Feb 17, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 267 | 24 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | Added to | 251 | 22 | 0.0% | 0.0% | 438 | +49 | 24.26% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 248 | 22 | 0.0% | 0.0% | 439 | +17 | 7.36% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 220 | 20 | 0.0% | 0.0% | 441 | -200 | -47.62% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 227 | 20 | 0.0% | 0.0% | 440 | -100 | -30.58% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 213 | 20 | 0.0% | 0.0% | 442 | -4 | -1.84% | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, LLC | History | Reduced | 211 | 19 | 0.01% | 0.01% | 443 | -115 | -35.28% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | New | 205 | 18 | 0.0% | — | 445 | +205 | New | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 198 | 18 | 0.0% | 0.0% | 444 | +88 | 80.0% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 195 | 17 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Red Tortoise LLC | History | No change | 190 | 17 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Asset Dedication, LLC | History | No change | 171 | 15 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 163 | 14 | 0.01% | — | 451 | +163 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 156 | 14 | 0.01% | 0.01% | 450 | -125 | -44.48% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 154 | 14 | 0.0% | 0.0% | 449 | +1 | 0.65% | Q4 2025 | Jan 07, 2026 |
| Leonteq Securities AG | History | New | 147 | 13 | 0.0% | — | 452 | +147 | New | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 140 | 12 | 0.0% | 0.01% | 454 | -4,937 | -97.24% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 132 | 12 | 0.0% | 0.0% | 453 | +15 | 12.82% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | New | 125 | 11 | 0.0% | — | 455 | +125 | New | Q4 2025 | Jan 22, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 115 | 10 | 0.01% | 0.01% | 456 | -50 | -30.3% | Q4 2025 | Jan 22, 2026 |
| Elyxium Wealth, LLC | History | New | 103 | 9 | 0.0% | — | 458 | +103 | New | Q4 2025 | Feb 05, 2026 |
| Park Place Capital Corp | History | No change | 102 | 9 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Quarry LP | History | Reduced | 98 | 8 | 0.0% | 0.01% | 461 | -535 | -84.52% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 93 | 8 | 0.0% | — | 460 | +85 | 1062.5% | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 92 | 8 | 0.0% | 0.0% | 459 | +45 | 95.74% | Q4 2025 | Feb 24, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 78 | 7 | 0.01% | — | 462 | +78 | New | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 74 | 6 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Financial Management LLC | History | New | 57 | 5 | 0.0% | — | 467 | +57 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 62 | 5 | 0.0% | 0.0% | 465 | +17 | 37.78% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 63 | 5 | 0.0% | 0.0% | 464 | +6 | 10.53% | Q4 2025 | Feb 02, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 55 | 5 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 50 | 4 | 0.0% | 0.0% | 468 | -721 | -93.51% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 47 | 4 | 0.0% | — | 473 | +47 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 46 | 4 | 0.0% | — | 472 | +46 | New | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | Reduced | 45 | 4 | 0.0% | 0.0% | 470 | -1 | -2.17% | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 35 | 3 | 0.0% | 0.0% | 474 | -30 | -46.15% | Q4 2025 | Feb 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 36 | 3 | 0.0% | 0.0% | 475 | +2 | 5.88% | Q4 2025 | Feb 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 31 | 2 | 0.0% | — | 479 | +31 | New | Q4 2025 | Jan 21, 2026 |
| BAYBAN | History | New | 29 | 2 | 0.0% | — | 482 | +29 | New | Q4 2025 | Mar 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 22 | 2 | 0.0% | 0.0% | 481 | +3 | 15.79% | Q4 2025 | Jan 15, 2026 |
| Manchester Capital Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Piscataqua Savings Bank | History | New | 19 | 1 | 0.0% | — | 486 | +19 | New | Q4 2025 | Jan 16, 2026 |
| Kingdom Financial Group LLC. | History | New | 18 | 1 | 0.0% | — | 487 | +18 | New | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 21 | 1 | 0.0% | — | 491 | +17 | 425.0% | Q4 2025 | Jan 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 12 | 1 | 0.0% | — | 483 | +12 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Clearstead Trust, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -633,143 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.24% | — | -66,292 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -65,017 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,741 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -36,173 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOODNOW INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -16,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -13,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.21% | — | -11,739 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,085 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,698 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -8,046 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,573 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.15% | — | -6,324 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -6,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -5,387 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.05% | — | -4,779 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,584 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -4,410 | -100.0% | Q3 2025 | Oct 24, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,019 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,997 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,987 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 0.15% | — | -3,953 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,869 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,731 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Axim Planning & Wealth | History | Closed out | 0 | 0 | — | 0.2% | — | -2,620 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,611 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,362 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,330 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,227 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,212 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,190 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,184 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,170 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,168 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,136 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,113 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,474 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -305 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rakuten Securities, Inc. | History | Reduced | 8 | 0 | — | 0.0% | — | -12 | -60.0% | Q4 2025 | Jan 29, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Marquette Asset Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 16, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 03, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |