HEALTHSTREAM INC - HSTM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 3,632,375 | 83,798 | 0.0% | 0.0% | 1 | +32,816 | 0.91% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,536,901 | 58,526 | 0.0% | 0.0% | 2 | -448,181 | -15.01% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,368,866 | 31,580 | 0.01% | 0.01% | 3 | -42,067 | -2.98% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 980,268 | 22,614 | 0.0% | 0.0% | 4 | -2,798 | -0.28% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | Added to | 887,553 | 20,475 | 0.46% | 0.49% | 5 | +51,470 | 6.16% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 847,504 | 19,531 | 0.03% | 0.04% | 6 | +105,630 | 14.24% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 758,003 | 17,488 | 0.0% | 0.0% | 7 | -12,275 | -1.59% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 475,468 | 10,969 | 0.02% | 0.02% | 8 | -171,732 | -26.53% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 452,897 | 10,448 | 0.0% | 0.0% | 9 | +20,075 | 4.64% | Q4 2025 | Feb 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 451,794 | 10,422 | 0.61% | 0.74% | 10 | -590 | -0.13% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 413,698 | 9,544 | 0.02% | 0.02% | 11 | +4,300 | 1.05% | Q4 2025 | Feb 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 349,853 | 8,071 | 0.0% | 0.0% | 12 | -16,033 | -4.38% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 340,511 | 7,855 | 0.01% | 0.01% | 13 | -11,440 | -3.25% | Q4 2025 | Jan 23, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 315,291 | 7,273 | 0.09% | 0.12% | 14 | -1,149 | -0.36% | Q4 2025 | Feb 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 312,139 | 7,201 | 0.0% | 0.0% | 15 | +60,852 | 24.22% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 253,812 | 5,855 | 0.0% | 0.0% | 16 | +9,203 | 3.76% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 240,783 | 5,554 | 0.0% | 0.0% | 17 | +8,555 | 3.68% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 234,900 | 5,419 | 0.01% | 0.01% | 18 | +61,600 | 35.55% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 229,233 | 5,288 | 0.0% | 0.0% | 19 | +19,159 | 9.12% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 223,037 | 5,145 | 0.01% | 0.01% | 20 | -51,511 | -18.76% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 222,575 | 5,134 | 0.02% | 0.02% | 21 | +34,669 | 18.45% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 219,555 | 5,065 | 0.01% | 0.01% | 22 | +57,128 | 35.17% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 213,749 | 4,931 | 0.02% | 0.02% | 23 | +6,846 | 3.31% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 204,898 | 4,726 | 0.0% | 0.0% | 24 | +32,571 | 18.9% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 204,103 | 4,708 | 0.02% | — | 25 | +204,103 | New | Q4 2025 | Feb 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Added to | 200,000 | 4,610 | 0.6% | 0.71% | 26 | +10,000 | 5.26% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 194,866 | 4,495 | 0.0% | 0.01% | 27 | +7,544 | 4.03% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 191,710 | 4,422 | 0.09% | 0.12% | 28 | -1,192 | -0.62% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 154,135 | 3,555 | 0.0% | 0.0% | 29 | +23,481 | 17.97% | Q4 2025 | Mar 25, 2026 |
| Invesco Ltd. | History | Added to | 151,691 | 3,499 | 0.0% | 0.0% | 30 | +1,307 | 0.87% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 142,245 | 3,281 | 0.0% | 0.0% | 31 | +8,536 | 6.38% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 128,955 | 2,974 | 0.0% | 0.0% | 32 | -33,093 | -20.42% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 127,526 | 2,942 | 0.01% | 0.01% | 33 | +35,039 | 37.89% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 117,816 | 2,718 | 0.0% | 0.0% | 34 | -5,380 | -4.37% | Q4 2025 | Feb 10, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 97,525 | 2,249 | 0.19% | 0.24% | 35 | -2,598 | -2.59% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 96,887 | 2,235 | 0.0% | 0.0% | 36 | +62,339 | 180.44% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 95,184 | 2,195 | 0.05% | 0.06% | 37 | -8,900 | -8.55% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 82,997 | 1,914 | 0.01% | — | 38 | +82,997 | New | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 82,863 | 1,911 | 0.0% | 0.0% | 39 | -10,845 | -11.57% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 81,964 | 1,890 | 0.02% | 0.03% | 40 | -5,064 | -5.82% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 81,501 | 1,880 | 0.0% | 0.0% | 41 | -19,541 | -19.34% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 80,762 | 1,863 | 0.14% | 0.19% | 42 | -5,840 | -6.74% | Q4 2025 | Jan 20, 2026 |
| Numerai GP LLC | History | Added to | 77,026 | 1,776 | 0.21% | 0.27% | 43 | +9,339 | 13.8% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 72,988 | 1,683 | 0.26% | 0.32% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Inspire Investing, LLC | History | Added to | 72,522 | 1,673 | 0.15% | 0.04% | 45 | +56,487 | 352.27% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 72,085 | 1,663 | 0.0% | 0.0% | 46 | -37,006 | -33.92% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | Added to | 69,485 | 1,603 | 0.01% | 0.0% | 47 | +47,794 | 220.34% | Q4 2025 | Feb 12, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 67,229 | 1,550 | 0.07% | 0.09% | 48 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | Reduced | 65,958 | 1,521 | 0.0% | 0.0% | 49 | -1,614 | -2.39% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 64,954 | 1,498 | 0.0% | 0.0% | 50 | -3,759 | -5.47% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 64,507 | 1,488 | 0.0% | 0.0% | 51 | +42,124 | 188.2% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 59,262 | 1,367 | 0.0% | 0.0% | 52 | +25,185 | 73.91% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 57,846 | 1,334 | 0.03% | 0.04% | 53 | -5,254 | -8.33% | Q4 2025 | Feb 02, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 57,739 | 1,332 | 0.28% | 0.35% | 54 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 56,905 | 1,312 | 0.0% | 0.0% | 55 | -5,188 | -8.36% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 55,474 | 1,279 | 0.0% | 0.0% | 56 | +1,763 | 3.28% | Q4 2025 | Feb 13, 2026 |
| Bridge City Capital, LLC | History | Reduced | 54,305 | 1,252 | 0.37% | 0.45% | 57 | -5,608 | -9.36% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 51,371 | 1,185 | 0.0% | — | 58 | +51,371 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 51,407 | 1,185 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 50,906 | 1,174 | 0.06% | 0.1% | 60 | -13,079 | -20.44% | Q4 2025 | Feb 11, 2026 |
| Man Group plc | History | Added to | 50,718 | 1,170 | 0.0% | 0.0% | 61 | +32,406 | 176.97% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 49,950 | 1,152 | 0.0% | — | 62 | +49,950 | New | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | No change | 47,200 | 1,088 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 45,275 | 1,044 | 0.0% | 0.0% | 64 | +11,807 | 35.28% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 42,697 | 985 | 0.0% | 0.0% | 65 | +3,340 | 8.49% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 40,524 | 935 | 0.0% | 0.0% | 66 | +11,609 | 40.15% | Q4 2025 | Jan 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 40,300 | 929 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 38,901 | 897 | 0.02% | 0.03% | 68 | +1,258 | 3.34% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 37,749 | 870 | 0.0% | 0.0% | 69 | -3,903 | -9.37% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 37,450 | 863 | 0.0% | 0.0% | 70 | +3,307 | 9.69% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 37,132 | 856 | 0.0% | 0.0% | 71 | +2,381 | 6.85% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 36,100 | 832 | 0.0% | 0.0% | 72 | +1,144 | 3.27% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 35,313 | 814 | 0.05% | 0.02% | 73 | +23,513 | 199.26% | Q4 2025 | Feb 09, 2026 |
| Walleye Capital LLC | History | New | 32,671 | 753 | 0.0% | — | 74 | +32,671 | New | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 31,251 | 720 | 0.01% | — | 75 | +31,251 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,084 | 717 | 0.0% | 0.0% | 76 | +2,736 | 9.65% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 29,345 | 676 | 0.03% | 0.06% | 77 | +2,282 | 8.43% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 27,867 | 642 | 0.0% | 0.01% | 78 | -822 | -2.87% | Q4 2025 | Jan 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 27,735 | 639 | 0.0% | 0.0% | 79 | -7,183 | -20.57% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 27,190 | 628 | 0.0% | 0.0% | 80 | -4,225 | -13.45% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 27,131 | 625 | 0.01% | 0.01% | 81 | +5,267 | 24.09% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | No change | 26,577 | 613 | 0.24% | 0.29% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 26,486 | 611 | 0.0% | 0.0% | 83 | +9,038 | 51.8% | Q4 2025 | Feb 13, 2026 |
| Diametric Capital, LP | History | New | 25,813 | 595 | 0.16% | — | 84 | +25,813 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 25,791 | 594 | 0.0% | 0.0% | 85 | -115,934 | -81.8% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,297 | 584 | 0.0% | 0.0% | 86 | +3,067 | 13.8% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 24,181 | 557 | 0.0% | 0.0% | 87 | -375 | -1.53% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 22,203 | 512 | 0.0% | 0.0% | 89 | -1,657 | -6.94% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 22,221 | 512 | 0.0% | 0.0% | 88 | +346 | 1.58% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,108 | 486 | 0.0% | 0.0% | 90 | -8,800 | -29.42% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 20,847 | 480 | 0.0% | — | 91 | +20,847 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,506 | 473 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,393 | 470 | 0.0% | 0.0% | 93 | +1,599 | 8.51% | Q4 2025 | Feb 11, 2026 |
| Summit Global Investments | History | Added to | 20,172 | 465 | 0.03% | 0.03% | 94 | +142 | 0.71% | Q4 2025 | Feb 18, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 19,894 | 458 | 0.0% | 0.0% | 95 | +7,521 | 60.79% | Q4 2025 | Jan 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 19,013 | 439 | 0.0% | 0.0% | 96 | -8,712 | -31.42% | Q4 2025 | Feb 13, 2026 |
| MQS Management LLC | History | New | 17,287 | 398 | 0.23% | — | 97 | +17,287 | New | Q4 2025 | Feb 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 17,263 | 398 | 0.02% | — | 98 | +17,263 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,309 | 376 | 0.0% | 0.0% | 99 | -798 | -4.66% | Q4 2025 | Feb 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,059 | 370 | 0.0% | 0.01% | 100 | -14,056 | -46.67% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | New | 14,778 | 340 | 0.0% | — | 101 | +14,778 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,577 | 336 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 13,776 | 317 | 0.01% | 0.02% | 103 | +426 | 3.19% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | No change | 13,700 | 316 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 13,633 | 314 | 0.0% | 0.0% | 106 | -659 | -4.61% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,595 | 314 | 0.0% | 0.0% | 105 | -100 | -0.73% | Q4 2025 | Jan 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,506 | 311 | 0.0% | 0.0% | 107 | -52 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 13,379 | 308 | 0.0% | 0.0% | 108 | -34 | -0.25% | Q4 2025 | Jan 27, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 13,117 | 302 | 0.0% | 0.0% | 109 | +1,110 | 9.24% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 13,081 | 301 | 0.0% | 0.0% | 110 | -630 | -4.59% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | No change | 12,458 | 287 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Added to | 12,237 | 282 | 0.01% | 0.01% | 112 | +1,335 | 12.25% | Q4 2025 | Jan 09, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,544 | 266 | 0.0% | 0.0% | 113 | +306 | 2.72% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 11,278 | 260 | 0.0% | 0.0% | 114 | -2,177 | -16.18% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,946 | 252 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 10,900 | 251 | 0.0% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 9,904 | 228 | 0.0% | 0.0% | 117 | -400 | -3.88% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,581 | 221 | 0.01% | 0.01% | 118 | -535 | -5.29% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 9,484 | 218 | 0.0% | 0.0% | 119 | +1,095 | 13.05% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,443 | 217 | 0.0% | 0.0% | 120 | +2,263 | 31.52% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,281 | 214 | 0.0% | 0.0% | 121 | -320 | -3.33% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 8,694 | 200 | 0.02% | — | 122 | +8,694 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 7,819 | 180 | 0.0% | 0.0% | 123 | -2,267 | -22.48% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,099 | 163 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,806 | 157 | 0.0% | 0.0% | 125 | -341 | -4.77% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,407 | 147 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 5,967 | 138 | 0.0% | 0.0% | 127 | -333 | -5.29% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,427 | 125 | 0.0% | 0.0% | 128 | +36 | 0.67% | Q4 2025 | Feb 04, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,522 | 123 | 0.0% | 0.0% | 129 | -436 | -7.32% | Q4 2025 | Feb 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,309 | 122 | 0.0% | 0.0% | 130 | +68 | 1.3% | Q4 2025 | Feb 10, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,015 | 115 | 0.05% | 0.08% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 4,206 | 97 | 0.0% | — | 132 | +4,206 | New | Q4 2025 | Feb 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 4,142 | 96 | 0.0% | — | 133 | +4,142 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,099 | 94 | 0.0% | 0.0% | 134 | -661 | -13.89% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 3,649 | 84 | 0.0% | 0.0% | 135 | +2,072 | 131.39% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,232 | 51 | 0.0% | 0.0% | 136 | +1,144 | 105.15% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,048 | 47 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,378 | 39 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,495 | 34 | 0.0% | 0.0% | 139 | -100 | -6.27% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,400 | 32 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,324 | 31 | 0.0% | 0.0% | 141 | +1,262 | 2035.48% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,205 | 27 | 0.0% | 0.0% | 142 | +101 | 9.15% | Q4 2025 | Jan 20, 2026 |
| DANSKE BANK A/S | History | Added to | 1,100 | 25 | 0.0% | 0.0% | 143 | +700 | 175.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,053 | 24 | 0.0% | — | 144 | +1,053 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 912 | 21 | 0.0% | 0.0% | 145 | -141 | -13.39% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 931 | 21 | 0.0% | 0.0% | 146 | -23 | -2.41% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 874 | 20 | 0.0% | 0.0% | 147 | -715 | -45.0% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 859 | 19 | 0.0% | 0.01% | 148 | -14,093 | -94.25% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 855 | 19 | 0.0% | 0.0% | 149 | +293 | 52.14% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 696 | 16 | 0.0% | 0.0% | 150 | -140 | -16.75% | Q4 2025 | Feb 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 661 | 15 | 0.0% | 0.0% | 151 | +80 | 13.77% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 607 | 14 | 0.0% | 0.0% | 152 | +492 | 427.83% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 578 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 523 | 12 | 0.0% | 0.0% | 155 | -108 | -17.12% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 558 | 12 | 0.0% | 0.0% | 154 | -91 | -14.02% | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 323 | 7 | 0.0% | 0.0% | 156 | +110 | 51.64% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 323 | 7 | 0.0% | 0.0% | 157 | -46 | -12.47% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Added to | 315 | 7 | 0.0% | 0.0% | 158 | +3 | 0.96% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 257 | 5 | 0.0% | 0.0% | 161 | -292 | -53.19% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 220 | 5 | 0.0% | — | 160 | +220 | New | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 210 | 5 | 0.0% | — | 159 | +210 | New | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 188 | 4 | 0.0% | 0.0% | 162 | -886 | -82.5% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | New | 196 | 4 | 0.0% | — | 164 | +196 | New | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 196 | 4 | 0.0% | 0.0% | 163 | +154 | 366.67% | Q4 2025 | Mar 16, 2026 |
| Quarry LP | History | Added to | 214 | 4 | 0.0% | 0.0% | 165 | +66 | 44.59% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Added to | 150 | 3 | 0.0% | 0.0% | 166 | +34 | 29.31% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 111 | 2 | 0.0% | 0.0% | 168 | -101 | -47.64% | Q4 2025 | Jan 28, 2026 |
| FIRST HORIZON CORP | History | Reduced | 124 | 2 | 0.0% | 0.0% | 167 | -41 | -24.85% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 77 | 1 | 0.0% | — | 171 | +77 | New | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 63 | 1 | 0.0% | 0.0% | 169 | +15 | 31.25% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Added to | 81 | 1 | 0.0% | 0.0% | 172 | +11 | 15.71% | Q4 2025 | Feb 24, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 44 | 1 | 0.0% | 0.0% | 170 | +5 | 12.82% | Q4 2025 | Feb 12, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -44,775 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -40,105 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Riverwater Partners LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -33,921 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,266 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -17,887 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,703 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,650 | -100.0% | Q3 2025 | Nov 04, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -8,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,079 | -100.0% | Q3 2025 | Nov 13, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,541 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -7,204 | -100.0% | Q3 2025 | Nov 03, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -2,236 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,415 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -358 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -354 | -93.16% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIFTH THIRD BANCORP | History | Reduced | 28 | 0 | — | 0.0% | — | -181 | -86.6% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Jan 29, 2026 |
| Kilter Group LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 25, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Parkside Financial Bank & Trust | History | Reduced | 14 | 0 | — | — | — | -20 | -58.82% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -17 | -37.78% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 19 | 0 | — | — | — | +3 | 18.75% | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MCF Advisors LLC | History | No change | 41 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 41 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |