Healthcare Realty Trust Inc - HR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | History | Added to | 56,305,460 | 954,424 | 1.73% | 1.81% | 1 | +744,729 | 1.34% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 53,616,183 | 908,794 | 0.02% | 0.02% | 2 | +158,980 | 0.3% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 46,854,935 | 794,191 | 0.01% | 0.01% | 3 | -315,614 | -0.67% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 17,451,345 | 295,800 | 0.01% | 0.01% | 4 | -455,254 | -2.54% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 14,978,751 | 253,891 | 0.03% | 0.03% | 5 | -347,293 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Starboard Value LP | History | Reduced | 12,600,000 | 213,570 | 4.05% | 4.92% | 6 | -1,890,036 | -13.04% | Q4 2025 | Feb 17, 2026 |
| APG Asset Management US Inc. | History | Added to | 12,391,772 | 210,040 | 1.65% | 1.64% | 7 | +305,099 | 2.52% | Q4 2025 | Feb 12, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | Added to | 9,007,902 | 152,683 | 9.54% | 9.64% | 8 | +1,204,551 | 15.44% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 8,632,087 | 146,314 | 0.47% | 0.65% | 9 | -2,067,498 | -19.32% | Q4 2025 | Feb 11, 2026 |
| Resolution Capital Ltd | History | Added to | 8,141,866 | 138,004 | 3.05% | 2.25% | 10 | +1,739,764 | 27.17% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 7,053,360 | 119,578 | 0.01% | 0.01% | 11 | +101,382 | 1.46% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 7,033,219 | 119,213 | 0.02% | 0.02% | 12 | +216,147 | 3.17% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 6,748,335 | 114,384 | 0.02% | 0.02% | 13 | -952,425 | -12.37% | Q4 2025 | Feb 19, 2026 |
| PGGM Investments | History | New | 6,689,638 | 113,389 | 1.8% | — | 14 | +6,689,638 | New | Q4 2025 | Feb 09, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 5,970,456 | 101,199 | 1.0% | 0.78% | 15 | +1,645,208 | 38.04% | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 5,762,269 | 97,670 | 0.03% | 0.04% | 16 | -1,020,216 | -15.04% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,605,073 | 95,005 | 0.01% | 0.01% | 17 | +372,561 | 7.12% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,144,466 | 87,198 | 0.15% | 0.18% | 18 | +126,445 | 2.52% | Q4 2025 | Feb 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,018,448 | 85,064 | 0.02% | 0.02% | 19 | +4,960 | 0.1% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,876,068 | 65,699 | 0.02% | 0.03% | 20 | -1,539,190 | -28.42% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,696,949 | 62,663 | 0.01% | 0.01% | 21 | -454,955 | -10.96% | Q4 2025 | Feb 10, 2026 |
| NORGES BANK | History | New | 3,666,912 | 62,154 | 0.01% | — | 22 | +3,666,912 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,635,104 | 61,615 | 0.01% | 0.01% | 23 | -184,536 | -4.83% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,627,298 | 61,482 | 0.0% | 0.0% | 24 | +183,906 | 5.34% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,466,742 | 58,762 | 0.06% | 0.09% | 25 | -926,073 | -21.08% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,285,898 | 55,695 | 0.05% | 0.06% | 26 | +417,639 | 14.56% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 3,259,672 | 55,251 | 0.01% | 0.01% | 27 | +205,659 | 6.73% | Q4 2025 | Feb 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,984,111 | 50,580 | 0.03% | 0.04% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 2,380,380 | 40,358 | 0.02% | 0.03% | 29 | -761,233 | -24.23% | Q4 2025 | Feb 17, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | No change | 2,225,789 | 37,727 | 0.11% | 0.13% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,134,580 | 36,181 | 0.1% | 0.11% | 31 | -153,811 | -6.72% | Q4 2025 | Feb 09, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 1,989,491 | 33,821 | 0.03% | 0.04% | 32 | -558,617 | -21.92% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,949,183 | 33,038 | 0.0% | 0.0% | 33 | -271,558 | -12.23% | Q4 2025 | Feb 17, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 1,876,671 | 31,809 | 0.25% | — | 34 | +1,876,671 | New | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,874,874 | 31,780 | 0.04% | 0.06% | 35 | +574,476 | 44.18% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,684,854 | 28,558 | 0.0% | 0.01% | 36 | -502,182 | -22.96% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,645,892 | 27,897 | 0.01% | 0.02% | 37 | +217,465 | 15.22% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,490,927 | 25,271 | 0.0% | 0.01% | 38 | -792,024 | -34.69% | Q4 2025 | Jan 29, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | Added to | 1,374,243 | 23,293 | 5.2% | 3.36% | 39 | +546,494 | 66.02% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,165,025 | 19,747 | 0.07% | 0.1% | 40 | -104,944 | -8.26% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,051,947 | 17,830 | 0.0% | 0.0% | 41 | +168,972 | 19.14% | Q4 2025 | Mar 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,038,394 | 17,600 | 0.01% | 0.01% | 42 | +39,429 | 3.95% | Q4 2025 | Feb 10, 2026 |
| SKBA CAPITAL MANAGEMENT LLC | History | Added to | 1,006,108 | 17,053 | 2.42% | 2.23% | 43 | +112,180 | 12.55% | Q4 2025 | Feb 12, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 918,982 | 15,576 | 1.66% | 1.7% | 44 | +17,550 | 1.95% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 903,901 | 15,321 | 0.05% | 0.03% | 45 | +477,193 | 111.83% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 901,841 | 15,286 | 0.01% | 0.01% | 46 | -31,398 | -3.36% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 863,850 | 14,642 | 0.01% | 0.01% | 47 | -184,547 | -17.6% | Q4 2025 | Feb 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 789,975 | 13,390 | 0.46% | 0.49% | 48 | -18,301 | -2.26% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 774,672 | 13,130 | 0.02% | 0.02% | 49 | -154,700 | -16.65% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 756,165 | 12,816 | 0.01% | 0.01% | 50 | -24,777 | -3.17% | Q4 2025 | Feb 02, 2026 |
| Northside Capital Management, LLC | History | Reduced | 754,929 | 12,796 | 1.11% | 1.24% | 51 | -400 | -0.05% | Q4 2025 | Jan 07, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 669,707 | 11,351 | 0.17% | 0.19% | 52 | +36,961 | 5.84% | Q4 2025 | Jan 13, 2026 |
| Swiss National Bank | History | Added to | 658,600 | 11,163 | 0.01% | 0.01% | 53 | +11,300 | 1.75% | Q4 2025 | Feb 12, 2026 |
| Apollo Management Holdings, L.P. | History | New | 621,870 | 10,540 | 0.09% | — | 54 | +621,870 | New | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 615,717 | 10,430 | 0.03% | 0.03% | 55 | +108,250 | 21.33% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 578,555 | 9,806 | 0.03% | 0.03% | 56 | -26,704 | -4.41% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 565,287 | 9,581 | 0.01% | 0.01% | 57 | +38,263 | 7.26% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 536,891 | 9,100 | 0.0% | 0.0% | 58 | +95,904 | 21.75% | Q4 2025 | Mar 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 530,600 | 8,993 | 0.02% | 0.02% | 59 | +20,200 | 3.96% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 515,771 | 8,742 | 0.01% | 0.02% | 60 | -157,969 | -23.45% | Q4 2025 | Jan 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 504,883 | 8,557 | 0.0% | 0.0% | 61 | +9,175 | 1.85% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 488,027 | 8,272 | 0.01% | 0.02% | 62 | -641,761 | -56.8% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 461,032 | 7,879 | 0.23% | — | 63 | +461,032 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 463,034 | 7,848 | 0.0% | 0.0% | 64 | -121,989 | -20.85% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 458,675 | 7,774 | 0.0% | 0.0% | 65 | -113,353 | -19.82% | Q4 2025 | Feb 12, 2026 |
| Retirement Systems of Alabama | History | Reduced | 422,013 | 7,153 | 0.02% | 0.03% | 66 | -3,100 | -0.73% | Q4 2025 | Jan 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 408,002 | 6,915 | 0.01% | 0.01% | 67 | +55,882 | 15.87% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Added to | 391,201 | 6,630 | 0.01% | 0.01% | 68 | +81,273 | 26.22% | Q4 2025 | Jan 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 381,440 | 6,465 | 0.0% | 0.0% | 69 | -6,524 | -1.68% | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 374,744 | 6,351 | 0.0% | 0.0% | 70 | +333,455 | 807.61% | Q4 2025 | Feb 17, 2026 |
| Bayhunt Capital LLC | History | New | 366,753 | 6,216 | 3.43% | — | 71 | +366,753 | New | Q4 2025 | Jan 23, 2026 |
| NOMURA HOLDINGS INC | History | New | 333,721 | 5,656 | 0.01% | — | 72 | +333,721 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 327,237 | 5,546 | 0.0% | — | 73 | +327,237 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 326,739 | 5,538 | 0.0% | 0.0% | 74 | +122,102 | 59.67% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 318,601 | 5,400 | 0.01% | 0.01% | 75 | -293 | -0.09% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 315,499 | 5,347 | 0.0% | 0.0% | 76 | -11,969 | -3.66% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 308,948 | 5,236 | 0.0% | 0.0% | 77 | -443,479 | -58.94% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 291,407 | 5,175 | 0.02% | 0.02% | 78 | -2,151 | -0.73% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 302,593 | 5,128 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 288,443 | 4,889 | 0.0% | 0.0% | 80 | +5,269 | 1.86% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 303,388 | 4,736 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 278,560 | 4,721 | 0.0% | 0.0% | 82 | +9,813 | 3.65% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 272,117 | 4,612 | 0.01% | 0.01% | 83 | -3,382 | -1.23% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 258,351 | 4,378 | 0.0% | — | 84 | +258,351 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 253,503 | 4,296 | 0.02% | 0.02% | 85 | +1,178 | 0.47% | Q4 2025 | Jan 29, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 236,988 | 4,016 | 0.51% | 0.41% | 86 | -170,475 | -41.84% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 235,016 | 3,983 | 0.01% | 0.01% | 87 | +52,840 | 29.0% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 220,462 | 3,736 | 0.01% | 0.01% | 88 | -22,252 | -9.17% | Q4 2025 | Jan 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 211,666 | 3,588 | 0.0% | 0.01% | 89 | +127,828 | 152.47% | Q4 2025 | Jan 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 202,506 | 3,432 | 0.01% | 0.0% | 90 | +180,909 | 837.66% | Q4 2025 | Feb 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 196,965 | 3,337 | 0.04% | 0.04% | 91 | -1,415 | -0.71% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 195,640 | 3,316 | 0.02% | 0.02% | 92 | -2,247 | -1.14% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 193,072 | 3,272 | 0.01% | 0.01% | 93 | -7,529 | -3.75% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 190,873 | 3,235 | 0.0% | 0.0% | 94 | +83,067 | 77.05% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 188,807 | 3,200 | 0.01% | 0.01% | 95 | +238 | 0.13% | Q4 2025 | Feb 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 188,144 | 3,189 | 0.0% | 0.0% | 96 | +8,854 | 4.94% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 185,997 | 3,152 | 0.0% | 0.0% | 97 | +8,393 | 4.73% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 185,934 | 3,151 | 0.0% | 0.0% | 98 | -3,134 | -1.66% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 181,214 | 3,071 | 0.01% | 0.02% | 99 | -8,954 | -4.71% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 180,674 | 3,062 | 0.0% | 0.0% | 100 | +9,381 | 5.48% | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 176,886 | 2,998 | 0.01% | 0.0% | 101 | -2,016 | -1.13% | Q4 2025 | Feb 13, 2026 |
| Cinctive Capital Management LP | History | Reduced | 164,667 | 2,791 | 0.15% | 0.16% | 102 | -24,884 | -13.13% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 163,294 | 2,741 | 0.01% | 0.01% | 103 | -6,994 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 161,276 | 2,734 | 0.01% | 0.01% | 104 | -79,000 | -32.88% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 158,611 | 2,688 | 0.0% | 0.0% | 105 | -81,537 | -33.95% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 153,001 | 2,593 | 0.02% | 0.02% | 106 | -6,344 | -3.98% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 150,787 | 2,555 | 0.01% | 0.0% | 107 | +50,184 | 49.88% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 147,648 | 2,501 | 0.01% | 0.01% | 108 | -7,487 | -4.83% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 147,081 | 2,493 | 0.0% | 0.0% | 109 | -5,425 | -3.56% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 146,339 | 2,480 | 0.03% | 0.03% | 110 | -16,043 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 140,757 | 2,385 | 0.02% | 0.02% | 111 | -1,933 | -1.35% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 137,481 | 2,330 | 0.01% | 0.01% | 112 | -10,053 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Presima Securities ULC | History | Added to | 129,765 | 2,199 | 1.27% | 0.64% | 113 | +785 | 0.61% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 129,410 | 2,193 | 0.01% | 0.01% | 114 | -2,306 | -1.75% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 124,031 | 2,102 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 122,445 | 2,075 | 0.05% | — | 116 | +122,445 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 116,360 | 1,972 | 0.01% | 0.01% | 117 | -22,486 | -16.19% | Q4 2025 | Feb 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 112,949 | 1,915 | 0.01% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | New | 112,400 | 1,905 | 0.0% | — | 119 | +112,400 | New | Q4 2025 | Feb 06, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 105,950 | 1,806 | 0.02% | 0.02% | 120 | -30,950 | -22.61% | Q4 2025 | Jan 28, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 104,271 | 1,767 | 0.03% | 0.05% | 121 | -19,868 | -16.0% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 98,711 | 1,673 | 0.0% | 0.0% | 122 | +40,024 | 68.2% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 98,474 | 1,671 | 0.0% | 0.0% | 123 | +11,008 | 12.59% | Q4 2025 | Feb 13, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 98,050 | 1,661 | 0.84% | 0.89% | 124 | -1,191 | -1.2% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 95,984 | 1,649 | 0.0% | 0.0% | 126 | +5,658 | 6.26% | Q4 2025 | Jan 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 97,300 | 1,649 | 0.03% | 0.03% | 125 | -600 | -0.61% | Q4 2025 | Jan 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 94,337 | 1,631 | 0.02% | 0.02% | 127 | -1,889 | -1.96% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 93,462 | 1,584 | 0.01% | 0.01% | 128 | -5,329 | -5.39% | Q4 2025 | Jan 28, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 90,000 | 1,525 | 0.11% | 0.11% | 129 | +8,100 | 9.89% | Q4 2025 | Jan 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 89,297 | 1,513 | 0.0% | 0.0% | 130 | +3,237 | 3.76% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 88,446 | 1,499 | 0.01% | — | 131 | +88,446 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 86,247 | 1,461 | 0.0% | 0.0% | 132 | -9,323 | -9.76% | Q4 2025 | Feb 17, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | No change | 83,839 | 1,421 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Metis Global Partners, LLC | History | Added to | 83,175 | 1,409 | 0.03% | 0.03% | 134 | +3,950 | 4.99% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 83,053 | 1,407 | 0.01% | 0.01% | 135 | -700 | -0.84% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 78,673 | 1,333 | 0.02% | 0.02% | 136 | +301 | 0.38% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 77,800 | 1,319 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 77,860 | 1,319 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 77,666 | 1,316 | 0.0% | 0.0% | 139 | +7,251 | 10.3% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 77,519 | 1,313 | 0.0% | 0.0% | 140 | +1,253 | 1.64% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 77,260 | 1,309 | 0.0% | 0.0% | 141 | -8,110 | -9.5% | Q4 2025 | Feb 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 76,764 | 1,301 | 0.0% | 0.0% | 142 | -9,403 | -10.91% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 76,378 | 1,294 | 0.02% | 0.02% | 143 | -4,333 | -5.37% | Q4 2025 | Feb 12, 2026 |
| Oak Thistle LLC | History | Added to | 75,297 | 1,276 | 0.18% | 0.17% | 144 | +14,158 | 23.16% | Q4 2025 | Jan 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 74,809 | 1,268 | 0.01% | 0.01% | 145 | -3,298 | -4.22% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 72,300 | 1,225 | 0.01% | 0.0% | 146 | +54,725 | 311.38% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 71,877 | 1,218 | 0.0% | 0.0% | 147 | -3,130 | -4.17% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 71,400 | 1,210 | 0.0% | 0.0% | 148 | +1,700 | 2.44% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 70,491 | 1,194 | 0.0% | 0.0% | 149 | +32,288 | 84.52% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 70,167 | 1,189 | 0.02% | 0.0% | 150 | +68,159 | 3394.37% | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 69,972 | 1,186 | 0.02% | 0.02% | 151 | -800 | -1.13% | Q4 2025 | Feb 04, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 67,600 | 1,145 | 0.01% | 0.01% | 152 | -25,600 | -27.47% | Q4 2025 | Feb 12, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 66,988 | 1,135 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pensionfund PDN | History | Reduced | 64,719 | 1,097 | 0.72% | 1.09% | 154 | -29,000 | -30.94% | Q4 2025 | Jan 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 64,442 | 1,092 | 0.03% | 0.04% | 155 | -1,468 | -2.23% | Q4 2025 | Feb 11, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 61,882 | 1,048 | 0.01% | — | 156 | +61,882 | New | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 61,597 | 1,044 | 0.06% | 0.07% | 157 | -373 | -0.6% | Q4 2025 | Feb 04, 2026 |
| Sequent Asset Management, LLC | History | No change | 60,450 | 1,025 | 0.46% | 0.52% | 158 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 57,501 | 974 | 0.0% | 0.0% | 159 | +3,937 | 7.35% | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 57,416 | 973 | 0.01% | 0.01% | 160 | -2,428 | -4.06% | Q4 2025 | Feb 02, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 54,481 | 923 | 0.0% | 0.01% | 161 | +2,050 | 3.91% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 54,315 | 920 | 0.0% | 0.0% | 162 | +10,034 | 22.66% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 54,072 | 916 | 0.0% | 0.0% | 163 | -14,561 | -21.22% | Q4 2025 | Feb 24, 2026 |
| IFM Investors Pty Ltd | History | No change | 53,439 | 906 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,177 | 901 | 0.0% | 0.0% | 165 | +4,449 | 9.13% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 52,955 | 897 | 0.0% | 0.0% | 166 | +3,665 | 7.44% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 52,895 | 896 | 0.0% | — | 167 | +52,895 | New | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 52,301 | 886 | 0.0% | 0.0% | 168 | -1,580 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 52,125 | 883 | 0.04% | — | 169 | +52,125 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 51,167 | 867 | 0.0% | 0.0% | 170 | +2,044 | 4.16% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 49,898 | 845 | 0.0% | 0.0% | 171 | +2,800 | 5.95% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,326 | 836 | 0.0% | 0.0% | 172 | +28,026 | 131.58% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,033 | 831 | 0.0% | 0.0% | 173 | -3,417 | -6.51% | Q4 2025 | Feb 12, 2026 |
| NEOS Investment Management LLC | History | Added to | 48,824 | 827 | 0.0% | 0.0% | 174 | +14,740 | 43.25% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 47,945 | 812 | 0.0% | 0.01% | 175 | -33,144 | -40.87% | Q4 2025 | Jan 28, 2026 |
| Ethic Inc. | History | Added to | 47,546 | 805 | 0.01% | 0.01% | 176 | +7,544 | 18.86% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 46,291 | 784 | 0.0% | 0.0% | 177 | -167,617 | -78.36% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Added to | 45,079 | 763 | 0.0% | 0.0% | 178 | +32,431 | 256.41% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 43,614 | 739 | 0.0% | — | 179 | +43,614 | New | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 43,423 | 736 | 0.01% | 0.01% | 180 | -1,278 | -2.86% | Q4 2025 | Jan 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 44,405 | 735 | 0.02% | 0.02% | 181 | +483 | 1.1% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 43,232 | 732 | 0.0% | 0.0% | 182 | +31,698 | 274.82% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 43,115 | 730 | 0.0% | 0.0% | 183 | -2,449 | -5.37% | Q4 2025 | Feb 17, 2026 |
| Advisory Resource Group | History | Reduced | 42,944 | 727 | 0.13% | 0.14% | 184 | -917 | -2.09% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 41,800 | 708 | 0.0% | — | 185 | +41,800 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 41,581 | 704 | 0.0% | 0.0% | 186 | +700 | 1.71% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 38,737 | 657 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 36,779 | 623 | 0.02% | 0.02% | 188 | -1,120 | -2.96% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 36,741 | 622 | 0.0% | 0.0% | 189 | +126 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 36,092 | 611 | 0.0% | 0.0% | 190 | -3,133 | -7.99% | Q4 2025 | Feb 03, 2026 |
| Jefferies Financial Group Inc. | History | New | 35,929 | 608 | 0.0% | — | 191 | +35,929 | New | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 33,978 | 575 | 0.0% | 0.0% | 192 | +4,984 | 17.19% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 33,628 | 569 | 0.01% | 0.01% | 193 | -2,065 | -5.79% | Q4 2025 | Feb 05, 2026 |
| First Dallas Securities Inc. | History | Reduced | 33,405 | 566 | 0.21% | 0.23% | 194 | -250 | -0.74% | Q4 2025 | Feb 11, 2026 |
| Pensionfund Sabic | History | Reduced | 32,582 | 552 | 0.15% | 0.22% | 195 | -13,000 | -28.52% | Q4 2025 | Jan 12, 2026 |
| Fortis Advisors, LLC | History | Added to | 31,890 | 540 | 0.29% | 0.32% | 196 | +425 | 1.35% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Reduced | 31,593 | 535 | 0.0% | 0.01% | 197 | -6,559 | -17.19% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 31,463 | 533 | 0.0% | 0.0% | 198 | -14,509 | -31.56% | Q4 2025 | Jan 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 31,373 | 531 | 0.05% | 0.06% | 199 | -72 | -0.23% | Q4 2025 | Jan 16, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 31,165 | 528 | 0.0% | 0.01% | 200 | -4,389 | -12.34% | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 30,778 | 521 | 0.0% | 0.0% | 201 | -290 | -0.93% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 29,885 | 506 | 0.02% | 0.02% | 202 | +3,985 | 15.39% | Q4 2025 | Feb 17, 2026 |
| Sapience Investments, LLC | History | Reduced | 29,070 | 492 | 1.86% | 2.06% | 203 | -60 | -0.21% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 28,758 | 487 | 0.01% | 0.01% | 204 | +2,479 | 9.43% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 28,353 | 480 | 0.01% | 0.01% | 205 | +627 | 2.26% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 26,163 | 443 | 0.0% | 0.0% | 206 | +9,115 | 53.47% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,097 | 442 | 0.0% | 0.0% | 207 | +1,757 | 7.22% | Q4 2025 | Mar 09, 2026 |
| Sage Investment Counsel LLC | History | Added to | 25,759 | 436 | 0.48% | 0.51% | 208 | +64 | 0.25% | Q4 2025 | Jan 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 25,614 | 434 | 0.0% | 0.0% | 209 | -15,514 | -37.72% | Q4 2025 | Feb 10, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 25,626 | 434 | 0.02% | 0.01% | 210 | -707 | -2.68% | Q4 2025 | Feb 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 25,337 | 429 | 0.01% | 0.01% | 211 | +1,012 | 4.16% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Added to | 25,211 | 427 | 0.02% | 0.0% | 212 | +23,252 | 1186.93% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 25,169 | 426 | 0.0% | 0.0% | 213 | +2,108 | 9.14% | Q4 2025 | Jan 26, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 24,933 | 422 | 0.01% | 0.05% | 214 | -98,503 | -79.8% | Q4 2025 | Jan 28, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 24,644 | 417 | 0.0% | 0.0% | 215 | -37,250 | -60.18% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 24,211 | 410 | 0.0% | 0.0% | 216 | -3,013 | -11.07% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 23,647 | 400 | 0.0% | 0.0% | 217 | +1,187 | 5.28% | Q4 2025 | Feb 17, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 23,540 | 399 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | New | 23,369 | 396 | 0.11% | — | 219 | +23,369 | New | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 23,249 | 394 | 0.01% | 0.01% | 220 | +7,659 | 49.13% | Q4 2025 | Mar 12, 2026 |
| AXQ CAPITAL, LP | History | New | 22,891 | 388 | 0.09% | — | 221 | +22,891 | New | Q4 2025 | Feb 10, 2026 |
| DoubleLine ETF Adviser LP | History | Added to | 22,741 | 385 | 0.12% | 0.12% | 222 | +820 | 3.74% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 22,330 | 378 | 0.01% | 0.01% | 223 | +303 | 1.38% | Q4 2025 | Jan 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 22,074 | 374 | 0.03% | 0.03% | 224 | -78 | -0.35% | Q4 2025 | Jan 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 21,604 | 366 | 0.03% | 0.01% | 225 | +16,569 | 329.08% | Q4 2025 | Jan 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 21,218 | 359 | 0.0% | 0.0% | 227 | -168,804 | -88.83% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,215 | 359 | 0.0% | 0.0% | 226 | -2,701 | -11.29% | Q4 2025 | Feb 02, 2026 |
| Abel Hall, LLC | History | Added to | 21,105 | 357 | 0.08% | 0.15% | 228 | +413 | 2.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 21,029 | 356 | 0.0% | 0.0% | 229 | -240 | -1.13% | Q4 2025 | Jan 05, 2026 |
| Warwick Investment Management, Inc. | History | No change | 20,623 | 349 | 0.05% | 0.06% | 230 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 20,158 | 342 | 0.08% | — | 231 | +20,158 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 20,100 | 340 | 0.0% | 0.0% | 232 | -700 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,670 | 333 | 0.0% | 0.0% | 233 | +1,184 | 6.4% | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 19,500 | 330 | 0.03% | 0.04% | 234 | -4,000 | -17.02% | Q4 2025 | Jan 30, 2026 |
| CX Institutional | History | Added to | 19,471 | 330 | 0.01% | 0.01% | 235 | +1,695 | 9.54% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 19,412 | 329 | 0.01% | 0.01% | 236 | -876 | -4.32% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 19,324 | 327 | 0.0% | 0.0% | 237 | -46 | -0.24% | Q4 2025 | Jan 21, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 18,342 | 310 | 0.27% | — | 239 | +18,342 | New | Q4 2025 | Jan 30, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 18,298 | 310 | 0.21% | 0.23% | 238 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 18,172 | 308 | 0.0% | 0.01% | 240 | -2,646 | -12.71% | Q4 2025 | Feb 09, 2026 |
| Utah Retirement Systems | History | No change | 17,345 | 293 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | No change | 16,876 | 286 | 0.1% | 0.11% | 242 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Maryland State Retirement & Pension System | History | No change | 16,530 | 280 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 16,371 | 277 | 0.03% | 0.38% | 244 | -177,268 | -91.55% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,195 | 274 | 0.0% | 0.0% | 245 | +150 | 0.93% | Q4 2025 | Feb 18, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 16,117 | 273 | 0.0% | 0.0% | 246 | +5,254 | 48.37% | Q4 2025 | Feb 17, 2026 |
| Norinchukin Bank, The | History | Reduced | 16,076 | 272 | 0.0% | 0.0% | 247 | -542 | -3.26% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 16,103 | 272 | 0.01% | 0.01% | 248 | +226 | 1.42% | Q4 2025 | Feb 04, 2026 |
| Swiss Life Asset Management Ltd | History | New | 15,820 | 268 | 0.0% | — | 249 | +15,820 | New | Q4 2025 | Feb 04, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 15,717 | 266 | 0.15% | 0.2% | 250 | -4,036 | -20.43% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | No change | 15,200 | 257 | 0.04% | 0.05% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arkos Global Advisors | History | No change | 14,952 | 253 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 14,903 | 252 | 0.0% | — | 253 | +14,903 | New | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,793 | 250 | 0.0% | 0.0% | 254 | -2,779 | -15.81% | Q4 2025 | Feb 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 14,679 | 248 | 0.02% | — | 255 | +14,679 | New | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 14,106 | 239 | 0.0% | 0.0% | 256 | -849 | -5.68% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | New | 13,722 | 232 | 0.0% | — | 258 | +13,722 | New | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 13,700 | 232 | 0.02% | 0.02% | 257 | -3,200 | -18.93% | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | Added to | 13,675 | 231 | 0.17% | 0.07% | 259 | +5,071 | 58.94% | Q4 2025 | Jan 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 13,596 | 230 | 0.01% | — | 260 | +13,596 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 13,450 | 227 | 0.01% | 0.01% | 261 | -528 | -3.78% | Q4 2025 | Feb 17, 2026 |
| Hodges Capital Management Inc. | History | No change | 13,230 | 224 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 13,045 | 221 | 0.0% | 0.0% | 264 | +1,833 | 16.35% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 13,043 | 221 | 0.0% | 0.0% | 263 | +81 | 0.62% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Added to | 13,027 | 220 | 0.0% | 0.0% | 265 | +35 | 0.27% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,693 | 215 | 0.0% | 0.0% | 266 | +1,637 | 14.81% | Q4 2025 | Jan 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 12,648 | 214 | 0.0% | 0.01% | 267 | -7,799 | -38.14% | Q4 2025 | Jan 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 12,127 | 205 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 12,100 | 205 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 12,082 | 204 | 0.23% | 0.26% | 270 | -873 | -6.74% | Q4 2025 | Feb 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 12,001 | 203 | 0.01% | 0.01% | 272 | -217 | -1.78% | Q4 2025 | Jan 15, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 12,000 | 203 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 11,966 | 202 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Endowment Management, LP | History | Reduced | 11,841 | 201 | 0.03% | 0.05% | 274 | -10,657 | -47.37% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Added to | 11,905 | 201 | 0.02% | 0.02% | 275 | +26 | 0.22% | Q4 2025 | Feb 05, 2026 |
| PharVision Advisers, LLC | History | New | 11,818 | 200 | 0.1% | — | 276 | +11,818 | New | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | No change | 11,737 | 198 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| North Dakota State Investment Board | History | New | 11,633 | 197 | 0.01% | — | 278 | +11,633 | New | Q4 2025 | Feb 05, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 11,576 | 196 | 0.0% | — | 279 | +11,576 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 11,276 | 191 | 0.01% | 0.01% | 280 | -2,058 | -15.43% | Q4 2025 | Jan 26, 2026 |
| Jain Global LLC | History | New | 11,249 | 190 | 0.0% | — | 281 | +11,249 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,035 | 187 | 0.01% | 0.02% | 282 | +2 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 10,776 | 182 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 10,733 | 181 | 0.0% | 0.0% | 284 | -18 | -0.17% | Q4 2025 | Feb 17, 2026 |
| JB Capital LLC | History | Reduced | 10,628 | 180 | 0.01% | 0.01% | 286 | -563 | -5.03% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,655 | 180 | 0.0% | 0.0% | 285 | -304 | -2.77% | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | New | 10,549 | 178 | 0.0% | — | 288 | +10,549 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 10,429 | 178 | 0.0% | — | 287 | +10,429 | New | Q4 2025 | Jan 28, 2026 |
| Vident Advisory, LLC | History | New | 10,404 | 176 | 0.0% | — | 290 | +10,404 | New | Q4 2025 | Feb 18, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,400 | 176 | 0.04% | 0.04% | 289 | +224 | 2.2% | Q4 2025 | Feb 11, 2026 |
| MQS Management LLC | History | New | 10,230 | 173 | 0.1% | — | 291 | +10,230 | New | Q4 2025 | Feb 09, 2026 |
| Blueshift Asset Management, LLC | History | New | 10,148 | 172 | 0.05% | — | 292 | +10,148 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 10,147 | 171 | 0.0% | — | 294 | +10,147 | New | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,125 | 171 | 0.0% | 0.0% | 293 | +7,084 | 232.95% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 10,017 | 170 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,024 | 169 | 0.0% | 0.0% | 296 | -1,825 | -15.4% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 9,762 | 165 | 0.0% | 0.0% | 297 | +2,449 | 33.49% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 8,401 | 142 | 0.0% | — | 298 | +8,401 | New | Q4 2025 | Feb 05, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 8,000 | 135 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | Added to | 7,946 | 134 | 0.01% | 0.01% | 300 | +4 | 0.05% | Q4 2025 | Jan 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 7,741 | 131 | 0.01% | 0.01% | 301 | -700 | -8.29% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 6,762 | 116 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | Reduced | 6,093 | 103 | 0.02% | 0.07% | 303 | -8,118 | -57.12% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,113 | 103 | 0.0% | 0.0% | 304 | +1,925 | 45.96% | Q4 2025 | Feb 06, 2026 |
| FIL Ltd | History | Reduced | 6,034 | 102 | 0.0% | 0.0% | 305 | -3,171 | -34.45% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,639 | 95 | 0.0% | 0.0% | 306 | -130 | -2.25% | Q4 2025 | Feb 10, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 5,534 | 93 | 0.0% | 0.0% | 307 | -54 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,436 | 92 | 0.0% | 0.0% | 308 | -805 | -12.9% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 5,233 | 89 | 0.0% | 0.0% | 309 | -839 | -13.82% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,876 | 82 | 0.0% | 0.0% | 310 | -45 | -0.91% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Added to | 4,801 | 81 | 0.0% | 0.0% | 311 | +1,432 | 42.51% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,506 | 76 | 0.01% | — | 312 | +4,506 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 4,425 | 75 | 0.01% | 0.02% | 313 | +69 | 1.58% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,289 | 72 | 0.0% | 0.0% | 314 | -16,774 | -79.64% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,068 | 68 | 0.0% | 0.0% | 315 | +147 | 3.75% | Q4 2025 | Feb 06, 2026 |
| Clean Yield Group | History | No change | 3,840 | 65 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Avalon Trust Co | History | No change | 3,650 | 61 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MTM Investment Management, LLC | History | No change | 3,344 | 56 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Reduced | 3,228 | 54 | 0.0% | 0.02% | 319 | -54,855 | -94.44% | Q4 2025 | Feb 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 3,041 | 52 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quent Capital, LLC | History | No change | 3,003 | 50 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2,833 | 48 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 2,600 | 44 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 2,449 | 41 | 0.04% | — | 324 | +2,449 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 2,372 | 40 | 0.0% | 0.0% | 325 | +230 | 10.74% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,157 | 36 | 0.0% | — | 327 | +2,157 | New | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,159 | 36 | 0.0% | 0.0% | 326 | -115 | -5.06% | Q4 2025 | Feb 26, 2026 |
| MOTCO | History | No change | 2,000 | 33 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 1,875 | 31 | 0.0% | — | 329 | +1,875 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,800 | 30 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | Reduced | 1,720 | 29 | 0.02% | 0.06% | 331 | -2,580 | -60.0% | Q4 2025 | Feb 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,600 | 27 | 0.0% | 0.0% | 332 | -1,800 | -52.94% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,629 | 27 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,543 | 26 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,532 | 25 | 0.0% | 0.0% | 335 | -328 | -17.63% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 1,466 | 24 | 0.0% | — | 336 | +1,466 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,447 | 24 | 0.0% | 0.0% | 338 | -161 | -10.01% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,428 | 24 | 0.0% | 0.0% | 337 | -29 | -1.99% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,392 | 23 | 0.0% | 0.0% | 339 | +30 | 2.2% | Q4 2025 | Jan 08, 2026 |
| Wiser Advisor Group LLC | History | Added to | 1,393 | 23 | 0.03% | 0.03% | 340 | +19 | 1.38% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,324 | 22 | 0.0% | 0.0% | 342 | -589 | -30.79% | Q4 2025 | Mar 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,335 | 22 | 0.0% | 0.0% | 341 | +26 | 1.99% | Q4 2025 | Jan 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,283 | 21 | 0.0% | 0.0% | 343 | +301 | 30.65% | Q4 2025 | Feb 13, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 1,277 | 21 | 0.01% | 0.01% | 344 | +17 | 1.35% | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,185 | 20 | 0.01% | — | 346 | +1,185 | New | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | No change | 1,205 | 20 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,161 | 19 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Daytona Street Capital LLC | History | New | 1,075 | 18 | 0.01% | — | 348 | +1,075 | New | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,000 | 17 | 0.0% | 0.0% | 350 | -3,922 | -79.68% | Q4 2025 | Jan 22, 2026 |
| Clearstead Trust, LLC | History | No change | 1,040 | 17 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 976 | 16 | 0.0% | 0.01% | 351 | -1,946,298 | -99.95% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 1,000 | 16 | 0.0% | — | 352 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | Reduced | 969 | 16 | 0.0% | 0.01% | 354 | -53 | -5.19% | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 900 | 15 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 860 | 14 | 0.0% | 0.0% | 356 | +197 | 29.71% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 806 | 14 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 792 | 13 | 0.0% | 0.0% | 358 | +20 | 2.59% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 766 | 12 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 698 | 11 | 0.0% | 0.0% | 361 | -4,142 | -85.58% | Q4 2025 | Feb 12, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 680 | 11 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aviso Financial Inc. | History | No change | 640 | 10 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 566 | 9 | 0.0% | 0.0% | 363 | +42 | 8.02% | Q4 2025 | Jan 23, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 521 | 8 | 0.01% | — | 368 | +521 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 501 | 8 | 0.0% | 0.0% | 365 | +182 | 57.05% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 489 | 8 | 0.0% | 0.0% | 364 | +6 | 1.24% | Q4 2025 | Jan 20, 2026 |
| CGC Financial Services, LLC | History | No change | 530 | 8 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 480 | 8 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 429 | 7 | 0.0% | 0.0% | 369 | -6 | -1.38% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 416 | 7 | 0.0% | 0.0% | 371 | +6 | 1.46% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 451 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elyxium Wealth, LLC | History | New | 359 | 6 | 0.0% | — | 374 | +359 | New | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Advisors | History | Reduced | 400 | 6 | 0.0% | 0.0% | 373 | -65 | -13.98% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 365 | 6 | 0.0% | 0.0% | 372 | -32 | -8.06% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 300 | 5 | 0.0% | 0.0% | 378 | -67,800 | -99.56% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 313 | 5 | 0.0% | 0.0% | 377 | -2,768 | -89.84% | Q4 2025 | Feb 12, 2026 |
| Miller Global Investments, LLC | History | New | 311 | 5 | 0.0% | — | 381 | +311 | New | Q4 2025 | Jan 05, 2026 |
| True Wealth Design, LLC | History | Added to | 351 | 5 | 0.0% | — | 380 | +310 | 756.1% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 319 | 5 | 0.0% | 0.0% | 375 | +166 | 108.5% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 315 | 5 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 350 | 5 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 239 | 4 | 0.0% | 0.0% | 385 | -239 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 286 | 4 | 0.0% | 0.0% | 382 | -128 | -30.92% | Q4 2025 | Feb 09, 2026 |
| High Note Wealth, LLC | History | Reduced | 261 | 4 | 0.0% | 0.0% | 384 | -6 | -2.25% | Q4 2025 | Feb 05, 2026 |
| Crewe Advisors LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 204 | 3 | 0.0% | — | 391 | +204 | New | Q4 2025 | Feb 05, 2026 |
| Aventura Private Wealth, LLC | History | New | 200 | 3 | 0.0% | — | 393 | +200 | New | Q4 2025 | Jan 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 212 | 3 | 0.0% | 0.0% | 390 | +15 | 7.61% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 210 | 3 | 0.0% | 0.0% | 387 | +2 | 0.96% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 225 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | No change | 200 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WFA of San Diego, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 214 | 3 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 143 | 2 | 0.0% | — | 395 | +143 | New | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 133 | 2 | 0.0% | — | 394 | +133 | New | Q4 2025 | Jan 21, 2026 |
| Sankala Group LLC | History | New | 127 | 2 | 0.0% | — | 397 | +127 | New | Q4 2025 | Mar 02, 2026 |
| Bare Financial Services, Inc | History | Added to | 129 | 2 | 0.0% | 0.0% | 396 | +29 | 29.0% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 83 | 1 | 0.0% | — | 406 | +83 | New | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | New | 67 | 1 | 0.0% | — | 400 | +67 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 60 | 1 | 0.0% | — | 407 | +60 | New | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | No change | 100 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 62 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | No change | 97 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 59 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 79 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | No change | 113 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -506,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -500,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.12% | — | -236,282 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Closed out | 0 | 0 | — | 0.04% | — | -234,021 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Closed out | 0 | 0 | — | 0.7% | — | -127,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -92,463 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AEW CAPITAL MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.08% | — | -80,110 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,049 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -58,486 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.13% | — | -55,786 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,846 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,831 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -24,514 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,956 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ALLSTATE CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,936 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,970 | -100.0% | Q3 2025 | Nov 05, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Armor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,053 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,135 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,034 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,838 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,040 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -8,632 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,446 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,781 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -2,445 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Prestige Wealth Management Group LLC | History | Reduced | 45 | 0 | — | 0.01% | — | -1,406 | -96.9% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,331 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -927 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Dunhill Financial, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | Added to | 38 | 0 | — | — | — | +1 | 2.7% | Q4 2025 | Feb 18, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cromwell Holdings LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |