IAC Inc. - IAC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | Reduced | 7,777,357 | 304,094 | 0.01% | 0.0% | 1 | -86,678 | -1.1% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,921,604 | 270,634 | 0.0% | 0.0% | 2 | -359,230 | -4.93% | Q4 2025 | Jan 29, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 5,702,459 | 222,966 | 4.83% | 2.26% | 3 | +2,861,871 | 100.75% | Q4 2025 | Feb 17, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Added to | 3,989,340 | 155,983 | 6.95% | 4.81% | 4 | +1,221,829 | 44.15% | Q4 2025 | Feb 13, 2026 |
| Corvex Management LP | History | Added to | 3,355,075 | 131,183 | 4.01% | 3.15% | 5 | +566,696 | 20.32% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,128,104 | 122,308 | 0.04% | 0.0% | 6 | +3,120,799 | 42721.41% | Q4 2025 | Feb 12, 2026 |
| DAVIS SELECTED ADVISERS | History | Added to | 2,514,072 | 98,300 | 0.44% | 0.4% | 7 | +270,383 | 12.05% | Q4 2025 | Feb 02, 2026 |
| Patient Capital Management, LLC | History | Added to | 2,374,050 | 92,825 | 3.58% | 2.88% | 8 | +265,805 | 12.61% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 2,192,573 | 85,729 | 0.0% | 0.0% | 9 | -100,371 | -4.38% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 1,920,126 | 75,077 | 1.26% | 1.09% | 10 | -67,626 | -3.4% | Q4 2025 | Feb 10, 2026 |
| Helikon Investments Ltd | History | Added to | 1,866,442 | 72,977 | 3.87% | 3.09% | 11 | +540,643 | 40.78% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,651,207 | 64,562 | 0.03% | 0.03% | 12 | +502,927 | 43.8% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,178,615 | 46,094 | 0.0% | 0.0% | 13 | -79,594 | -6.33% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 907,984 | 35,502 | 0.0% | 0.0% | 14 | +44,885 | 5.2% | Q4 2025 | Feb 13, 2026 |
| Wallace Capital Management Inc. | History | Added to | 883,775 | 34,555 | 4.16% | 3.13% | 15 | +145,635 | 19.73% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 836,777 | 32,717 | 0.0% | 0.0% | 16 | +284,638 | 51.55% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 781,195 | 30,544 | 0.0% | 0.0% | 17 | +79,755 | 11.37% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 779,372 | 30,473 | 0.0% | 0.0% | 18 | -5,421 | -0.69% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | New | 744,569 | 29,113 | 0.03% | — | 19 | +744,569 | New | Q4 2025 | Feb 13, 2026 |
| Apollo Management Holdings, L.P. | History | New | 700,000 | 27,370 | 0.22% | — | 20 | +700,000 | New | Q4 2025 | Feb 17, 2026 |
| Empyrean Capital Partners, LP | History | New | 677,000 | 26,470 | 0.92% | — | 21 | +677,000 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 635,864 | 24,862 | 0.0% | 0.01% | 22 | -3,014,093 | -82.58% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 630,495 | 24,652 | 0.03% | 0.03% | 23 | -74,183 | -10.53% | Q4 2025 | Feb 13, 2026 |
| ALLEN HOLDING INC /NY | History | No change | 601,100 | 23,503 | 2.24% | 1.93% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 592,879 | 23,145 | 0.04% | 0.03% | 25 | -37,089 | -5.89% | Q4 2025 | Jan 15, 2026 |
| Newtyn Management, LLC | History | Reduced | 525,000 | 20,527 | 2.16% | 4.59% | 26 | -575,000 | -52.27% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 502,293 | 19,639 | 0.07% | 0.06% | 27 | -2,311 | -0.46% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 451,665 | 17,660 | 0.14% | — | 28 | +451,665 | New | Q4 2025 | Feb 13, 2026 |
| Applied Fundamental Research, LLC | History | No change | 448,254 | 17,526 | 17.41% | 14.84% | 29 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 447,286 | 17,488 | 0.0% | 0.0% | 30 | -48,862 | -9.85% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 432,991 | 16,929 | 0.0% | — | 31 | +432,991 | New | Q4 2025 | Feb 17, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 430,987 | 16,851 | 0.26% | 0.11% | 32 | +249,268 | 137.17% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 419,633 | 16,407 | 0.01% | 0.01% | 33 | -83,888 | -16.66% | Q4 2025 | Feb 17, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | Reduced | 417,452 | 16,322 | 0.52% | 0.72% | 34 | -66,873 | -13.81% | Q4 2025 | Feb 11, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 394,916 | 15,441 | 1.33% | 1.35% | 35 | -44,657 | -10.16% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | Added to | 392,761 | 15,356 | 0.05% | 0.03% | 36 | +156,114 | 65.97% | Q4 2025 | Feb 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 369,615 | 14,451 | 0.47% | 0.49% | 37 | -64,125 | -14.78% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 368,842 | 14,421 | 0.0% | 0.0% | 38 | -10,989 | -2.89% | Q4 2025 | Feb 19, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 348,554 | 13,628 | 0.0% | 0.0% | 39 | -64,345 | -15.58% | Q4 2025 | Feb 10, 2026 |
| BROOKTREE CAPITAL MANAGEMENT | History | Added to | 320,899 | 12,547 | 8.35% | 6.34% | 40 | +28,221 | 9.64% | Q4 2025 | Feb 02, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 319,477 | 12,491 | 1.56% | 1.3% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harspring Capital Management, LLC | History | Reduced | 315,000 | 12,316 | 4.57% | 6.39% | 42 | -175,000 | -35.71% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 315,013 | 12,308 | 0.02% | 0.01% | 43 | +105,686 | 50.49% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 309,759 | 12,111 | 0.01% | 0.01% | 44 | -14,862 | -4.58% | Q4 2025 | Feb 02, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | New | 308,630 | 12,067 | 0.06% | — | 45 | +308,630 | New | Q4 2025 | Feb 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 307,213 | 12,012 | 0.04% | 0.02% | 46 | +161,802 | 111.27% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 304,497 | 11,905 | 0.12% | 0.09% | 47 | +45,000 | 17.34% | Q4 2025 | Feb 09, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 302,056 | 11,810 | 0.08% | — | 48 | +302,056 | New | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 291,395 | 11,393 | 0.03% | 0.01% | 49 | +199,145 | 215.88% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 280,087 | 10,951 | 0.0% | 0.0% | 50 | -83,718 | -23.01% | Q4 2025 | Mar 25, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 220,638 | 8,626 | 0.0% | 0.0% | 51 | -2,541 | -1.14% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 210,691 | 8,238 | 0.0% | 0.0% | 52 | -5,820 | -2.69% | Q4 2025 | Feb 18, 2026 |
| Ulysses Management LLC | History | Reduced | 206,129 | 8,059 | 1.48% | 0.68% | 53 | -67,900 | -24.78% | Q4 2025 | Feb 17, 2026 |
| Yakira Capital Management, Inc. | History | Reduced | 202,790 | 7,929 | 2.67% | 2.66% | 54 | -20,288 | -9.09% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 200,060 | 7,822 | 0.0% | 0.0% | 55 | +157,300 | 367.87% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 186,263 | 7,287 | 0.01% | 0.0% | 56 | +173,822 | 1397.17% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 181,026 | 7,078 | 0.0% | 0.0% | 57 | +633 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 178,480 | 6,978 | 0.03% | 0.04% | 58 | -94,823 | -34.7% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 175,098 | 6,846 | 0.23% | 0.33% | 59 | -90,000 | -33.95% | Q4 2025 | Jan 30, 2026 |
| Jump Financial, LLC | History | Reduced | 172,277 | 6,736 | 0.08% | 0.09% | 60 | -52,854 | -23.48% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 171,168 | 6,692 | 0.0% | 0.01% | 61 | -306,884 | -64.19% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 168,655 | 6,594 | 0.0% | 0.0% | 62 | -33,092 | -16.4% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 164,159 | 6,418 | 0.01% | 0.0% | 63 | -158 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 159,897 | 6,251 | 1.71% | 1.42% | 64 | -308 | -0.19% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 158,932 | 6,214 | 0.0% | 0.0% | 65 | -155,777 | -49.5% | Q4 2025 | Feb 17, 2026 |
| Orvieto Partners, L.P. | History | New | 155,000 | 6,060 | 4.9% | — | 66 | +155,000 | New | Q4 2025 | Feb 12, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 154,722 | 6,049 | 0.01% | 0.01% | 67 | -1,130 | -0.73% | Q4 2025 | Jan 09, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 150,328 | 5,877 | 0.02% | 0.08% | 68 | -371,874 | -71.21% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 139,474 | 5,453 | 0.0% | 0.0% | 69 | -10,588 | -7.06% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 139,400 | 5,450 | 0.0% | 0.0% | 70 | +3,000 | 2.2% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Reduced | 138,906 | 5,431 | 0.01% | 0.02% | 71 | -118,339 | -46.0% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 135,829 | 5,310 | 0.0% | 0.0% | 72 | +25,850 | 23.5% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 127,906 | 5,001 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 127,734 | 4,994 | 0.0% | 0.0% | 74 | -7,706 | -5.69% | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | Reduced | 126,564 | 4,948 | 0.07% | 0.2% | 75 | -249,244 | -66.32% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 124,716 | 4,876 | 0.06% | 0.07% | 76 | -22,774 | -15.44% | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 121,822 | 4,763 | 0.0% | 0.0% | 77 | +69,304 | 131.96% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 115,264 | 4,506 | 0.0% | 0.0% | 78 | +88,701 | 333.93% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 114,115 | 4,461 | 0.01% | 0.01% | 79 | -6,770 | -5.6% | Q4 2025 | Feb 17, 2026 |
| FLAX POND CAPITAL, LLC | History | New | 99,705 | 3,898 | 2.9% | — | 81 | +99,705 | New | Q4 2025 | Mar 09, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 99,703 | 3,898 | 0.0% | 0.0% | 80 | -3,893 | -3.76% | Q4 2025 | Feb 17, 2026 |
| Pale Fire Capital SE | History | New | 96,507 | 3,773 | 0.25% | — | 82 | +96,507 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 94,155 | 3,681 | 0.0% | 0.0% | 83 | -121,934 | -56.43% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 87,680 | 3,428 | 0.0% | 0.01% | 84 | -61,253 | -41.13% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 83,293 | 3,256 | 0.09% | 0.07% | 85 | -26,751 | -24.31% | Q4 2025 | Feb 17, 2026 |
| Ursa Fund Management, LLC | History | New | 75,000 | 2,932 | 0.12% | — | 86 | +75,000 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 72,109 | 2,819 | 0.0% | 0.0% | 87 | -3,340 | -4.43% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 71,700 | 2,803 | 0.0% | 0.01% | 88 | -237,500 | -76.81% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 70,194 | 2,744 | 0.03% | 0.01% | 89 | +14,505 | 26.05% | Q4 2025 | Feb 17, 2026 |
| S&CO INC | History | No change | 69,425 | 2,714 | 0.17% | 0.14% | 90 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 65,939 | 2,578 | 0.01% | 0.01% | 91 | +5,785 | 9.62% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 65,851 | 2,574 | 0.0% | 0.0% | 92 | -5,017 | -7.08% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64,625 | 2,526 | 0.0% | 0.0% | 93 | -1,778 | -2.68% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 61,000 | 2,385 | 0.02% | — | 94 | +61,000 | New | Q4 2025 | Feb 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 60,843 | 2,378 | 0.0% | 0.0% | 95 | -4,130 | -6.36% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 60,726 | 2,374 | 0.01% | — | 96 | +60,726 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 57,862 | 2,263 | 0.0% | 0.0% | 97 | +2,415 | 4.36% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 55,971 | 2,188 | 0.0% | 0.0% | 98 | -244,569 | -81.38% | Q4 2025 | Feb 17, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 55,249 | 2,160 | 0.84% | 0.74% | 99 | -41 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Swedbank AB | History | No change | 51,808 | 2,025 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 51,700 | 2,021 | 0.01% | 0.01% | 101 | -1,420 | -2.67% | Q4 2025 | Jan 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 50,000 | 1,955 | 0.15% | 0.11% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Added to | 49,550 | 1,937 | 0.11% | 0.04% | 103 | +35,672 | 257.04% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 48,375 | 1,891 | 0.0% | 0.0% | 104 | -27,635 | -36.36% | Q4 2025 | Jan 29, 2026 |
| Factorial Partners, LLC | History | Added to | 48,000 | 1,876 | 1.24% | 0.8% | 105 | +14,000 | 41.18% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 47,712 | 1,865 | 0.0% | 0.0% | 106 | +23,693 | 98.64% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 46,561 | 1,820 | 0.02% | 0.02% | 107 | +1,472 | 3.26% | Q4 2025 | Feb 02, 2026 |
| AREX Capital Management, LP | History | Reduced | 46,500 | 1,818 | 5.17% | 5.38% | 108 | -22,000 | -32.12% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 46,473 | 1,817 | 0.03% | 0.05% | 109 | -58,274 | -55.63% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 45,418 | 1,775 | 0.0% | 0.0% | 110 | +13,618 | 42.82% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 44,799 | 1,752 | 0.0% | 0.0% | 111 | -4,024 | -8.24% | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 44,518 | 1,740 | 0.01% | 0.01% | 112 | +8,721 | 24.36% | Q4 2025 | Jan 27, 2026 |
| Diametric Capital, LP | History | Added to | 44,005 | 1,720 | 0.46% | 0.37% | 113 | +14,549 | 49.39% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 43,363 | 1,695 | 0.0% | 0.0% | 114 | +9,214 | 26.98% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 42,625 | 1,666 | 0.0% | 0.0% | 115 | -190,472 | -81.71% | Q4 2025 | Feb 17, 2026 |
| Permanent Capital Management, LP | History | Reduced | 42,322 | 1,654 | 0.32% | 0.32% | 116 | -8,505 | -16.73% | Q4 2025 | Jan 07, 2026 |
| LPL Financial LLC | History | Added to | 41,592 | 1,626 | 0.0% | 0.0% | 117 | +3,268 | 8.53% | Q4 2025 | Feb 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 39,319 | 1,537 | 0.1% | — | 118 | +39,319 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 38,226 | 1,494 | 0.01% | 0.01% | 119 | -6,888 | -15.27% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,537 | 1,467 | 0.0% | 0.0% | 120 | +992 | 2.71% | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 37,400 | 1,462 | 0.1% | 0.12% | 121 | +4,400 | 13.33% | Q4 2025 | Feb 09, 2026 |
| Bridgewater Associates, LP | History | Added to | 35,819 | 1,400 | 0.01% | 0.0% | 122 | +29,582 | 474.3% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 35,565 | 1,390 | 0.01% | 0.01% | 123 | -896 | -2.46% | Q4 2025 | Jan 23, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 34,825 | 1,361 | 0.0% | 0.0% | 124 | -284 | -0.81% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 34,351 | 1,343 | 0.0% | 0.0% | 125 | +3,788 | 12.39% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 34,188 | 1,336 | 0.02% | 0.03% | 126 | +742 | 2.22% | Q4 2025 | Feb 09, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 33,776 | 1,320 | 0.02% | 0.01% | 127 | -588 | -1.71% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 33,781 | 1,320 | 0.0% | 0.0% | 128 | -576 | -1.68% | Q4 2025 | Feb 17, 2026 |
| Parkside Investments, LLC | History | Reduced | 33,381 | 1,305 | 0.16% | 0.88% | 129 | -172,616 | -83.8% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 32,898 | 1,286 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 32,251 | 1,261 | 0.0% | 0.0% | 131 | +3,707 | 12.99% | Q4 2025 | Jan 30, 2026 |
| Oak Thistle LLC | History | New | 31,162 | 1,218 | 0.17% | — | 132 | +31,162 | New | Q4 2025 | Jan 21, 2026 |
| Amundi | History | Added to | 30,623 | 1,197 | 0.0% | 0.0% | 133 | +9,817 | 47.18% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 29,900 | 1,169 | 0.02% | 0.02% | 134 | -1,200 | -3.86% | Q4 2025 | Jan 16, 2026 |
| XTX Topco Ltd | History | Added to | 29,414 | 1,150 | 0.03% | 0.01% | 135 | +21,790 | 285.81% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 29,114 | 1,138 | 0.01% | 0.01% | 136 | -11 | -0.04% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 29,061 | 1,136 | 0.0% | 0.0% | 137 | +1,952 | 7.2% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28,861 | 1,128 | 0.0% | 0.0% | 138 | -7,369 | -20.34% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,481 | 1,113 | 0.01% | 0.02% | 139 | -61,927 | -68.5% | Q4 2025 | Jan 29, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 28,148 | 1,101 | 0.0% | 0.0% | 140 | -2,048 | -6.78% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 26,662 | 1,042 | 0.03% | 0.03% | 141 | -3,790 | -12.45% | Q4 2025 | Feb 17, 2026 |
| Friedenthal Financial | History | New | 25,963 | 1,015 | 0.52% | — | 142 | +25,963 | New | Q4 2025 | Jan 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 25,692 | 1,004 | 0.02% | 0.02% | 143 | +2,273 | 9.71% | Q4 2025 | Feb 13, 2026 |
| Heard Capital LLC | History | Added to | 25,557 | 999 | 0.05% | 0.04% | 144 | +4,250 | 19.95% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 25,400 | 993 | 0.0% | 0.0% | 145 | -1,600 | -5.93% | Q4 2025 | Jan 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 24,334 | 951 | 0.18% | 0.16% | 146 | +1,272 | 5.52% | Q4 2025 | Feb 09, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 23,685 | 926 | 0.03% | 0.06% | 147 | -30,318 | -56.14% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 23,500 | 918 | 0.0% | 0.0% | 148 | +9,883 | 72.58% | Q4 2025 | Feb 17, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 23,458 | 917 | 0.42% | 0.52% | 149 | -9,160 | -28.08% | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 22,324 | 872 | 0.0% | 0.0% | 150 | -162,748 | -87.94% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 22,304 | 872 | 0.0% | 0.0% | 151 | +15,437 | 224.8% | Q4 2025 | Jan 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 21,532 | 841 | 0.0% | 0.0% | 152 | -789 | -3.53% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 20,927 | 818 | 0.01% | 0.0% | 153 | +607 | 2.99% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 19,738 | 771 | 0.0% | 0.0% | 154 | -1,074 | -5.16% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | Added to | 19,615 | 766 | 0.02% | 0.0% | 155 | +15,290 | 353.53% | Q4 2025 | Feb 17, 2026 |
| Odyssean, LLC | History | New | 18,954 | 741 | 0.53% | — | 156 | +18,954 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,888 | 738 | 0.0% | 0.0% | 157 | +1,876 | 11.03% | Q4 2025 | Jan 27, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 18,460 | 729 | 0.0% | 0.0% | 158 | +4,160 | 29.09% | Q4 2025 | Feb 18, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 18,493 | 723 | 0.21% | 0.35% | 159 | -14,780 | -44.42% | Q4 2025 | Feb 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 17,885 | 699 | 0.28% | 0.23% | 160 | -1,733 | -8.83% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,662 | 686 | 0.01% | 0.01% | 161 | -3,208 | -15.37% | Q4 2025 | Jan 21, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 17,267 | 675 | 0.13% | 0.13% | 162 | -2,706 | -13.55% | Q4 2025 | Jan 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 17,151 | 671 | 0.01% | 0.0% | 163 | -1,640 | -8.73% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,703 | 653 | 0.0% | 0.0% | 164 | +1,247 | 8.07% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,140 | 631 | 0.0% | 0.0% | 165 | -1,095 | -6.35% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,780 | 617 | 0.0% | 0.0% | 166 | -600 | -3.66% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,476 | 605 | 0.0% | 0.0% | 167 | +1,356 | 9.6% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 15,187 | 593 | 0.01% | 0.01% | 168 | -4,972 | -24.66% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,069 | 589 | 0.0% | 0.0% | 169 | +5,285 | 54.02% | Q4 2025 | Mar 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 15,010 | 586 | 0.0% | 0.0% | 170 | -172 | -1.13% | Q4 2025 | Jan 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 14,886 | 582 | 0.01% | 0.01% | 171 | -331 | -2.18% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 14,836 | 580 | 0.0% | — | 173 | +14,836 | New | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 15,722 | 580 | 0.0% | 0.0% | 172 | -9,103 | -36.67% | Q4 2025 | Feb 18, 2026 |
| Handelsbanken Fonder AB | History | Added to | 14,700 | 575 | 0.0% | 0.0% | 174 | +700 | 5.0% | Q4 2025 | Feb 06, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 14,325 | 560 | 0.09% | 0.1% | 175 | -2,998 | -17.31% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Reduced | 13,914 | 544 | 0.02% | 0.04% | 176 | -16,443 | -54.17% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | New | 13,827 | 540 | 0.0% | — | 177 | +13,827 | New | Q4 2025 | Feb 11, 2026 |
| Allen Investment Management, LLC | History | Reduced | 13,774 | 538 | 0.01% | 0.01% | 178 | -15,583 | -53.08% | Q4 2025 | Feb 10, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 13,325 | 521 | 0.18% | 0.14% | 179 | +3,350 | 33.58% | Q4 2025 | Jan 27, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 13,115 | 512 | 0.01% | 0.01% | 180 | -96 | -0.73% | Q4 2025 | Feb 17, 2026 |
| BOYAR ASSET MANAGEMENT INC. | History | Reduced | 12,981 | 507 | 0.32% | 0.36% | 181 | -3,715 | -22.25% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 12,950 | 506 | 0.0% | 0.0% | 182 | +4,033 | 45.23% | Q4 2025 | Jan 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,940 | 505 | 0.0% | — | 183 | +12,940 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 12,309 | 481 | 0.0% | 0.0% | 184 | +6,032 | 96.1% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,309 | 481 | 0.04% | 0.04% | 185 | -2,621 | -17.56% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 11,783 | 461 | 0.0% | 0.0% | 186 | +8,620 | 272.53% | Q4 2025 | Jan 26, 2026 |
| Jefferies Financial Group Inc. | History | New | 11,340 | 443 | 0.0% | — | 187 | +11,340 | New | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 11,281 | 441 | 0.05% | — | 188 | +11,281 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,471 | 414 | 0.0% | — | 189 | +10,471 | New | Q4 2025 | Jan 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,436 | 408 | 0.0% | 0.0% | 190 | +1,445 | 16.07% | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 10,394 | 406 | 0.0% | 0.0% | 191 | -5,574 | -34.91% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | New | 10,236 | 400 | 0.16% | — | 192 | +10,236 | New | Q4 2025 | Feb 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 9,950 | 389 | 0.05% | 0.06% | 193 | -265 | -2.59% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,039 | 376 | 0.0% | 0.0% | 194 | -17 | -0.15% | Q4 2025 | Feb 10, 2026 |
| Global Endowment Management, LP | History | Reduced | 9,088 | 355 | 0.04% | 0.05% | 195 | -2,974 | -24.66% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 9,104 | 355 | 0.02% | 0.01% | 196 | +309 | 3.51% | Q4 2025 | Feb 09, 2026 |
| Caption Management, LLC | History | Reduced | 8,851 | 346 | 0.0% | 0.02% | 197 | -75,049 | -89.45% | Q4 2025 | Feb 17, 2026 |
| Greenwich Wealth Management LLC | History | No change | 8,747 | 342 | 0.02% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PEAK6 LLC | History | New | 8,700 | 340 | 0.0% | — | 199 | +8,700 | New | Q4 2025 | Mar 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,686 | 339 | 0.0% | 0.0% | 200 | -113 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 8,368 | 327 | 0.0% | 0.0% | 201 | -13,500 | -61.73% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | New | 8,123 | 317 | 0.01% | — | 203 | +8,123 | New | Q4 2025 | Jan 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,098 | 317 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | New | 8,035 | 314 | 0.03% | — | 204 | +8,035 | New | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Added to | 7,855 | 307 | 0.01% | 0.0% | 205 | +173 | 2.25% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 7,842 | 306 | 0.0% | 0.0% | 206 | -1,658 | -17.45% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 7,742 | 302 | 0.0% | 0.01% | 207 | -3,992 | -34.02% | Q4 2025 | Feb 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 7,451 | 291 | 0.0% | 0.0% | 208 | -130 | -1.71% | Q4 2025 | Feb 10, 2026 |
| Sciencast Management LP | History | New | 7,439 | 290 | 0.04% | — | 209 | +7,439 | New | Q4 2025 | Feb 17, 2026 |
| FORA Capital, LLC | History | New | 10,200 | 280 | 0.03% | — | 210 | +10,200 | New | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | New | 6,990 | 273 | 0.0% | — | 212 | +6,990 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,004 | 273 | 0.0% | 0.0% | 211 | +198 | 2.91% | Q4 2025 | Feb 11, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,900 | 269 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 6,874 | 268 | 0.0% | — | 215 | +6,874 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Asset Management Inc | History | Added to | 6,858 | 268 | 0.0% | 0.0% | 214 | +98 | 1.45% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,787 | 265 | 0.0% | — | 216 | +6,787 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 6,707 | 262 | 0.01% | — | 217 | +6,707 | New | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,439 | 251 | 0.0% | 0.0% | 218 | +471 | 7.89% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | New | 6,307 | 246 | 0.0% | — | 219 | +6,307 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,274 | 245 | 0.0% | 0.0% | 220 | +201 | 3.31% | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 6,000 | 234 | 0.0% | 0.0% | 221 | -17,276 | -74.22% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 5,950 | 232 | 0.0% | 0.01% | 222 | -63,961 | -91.49% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | New | 5,905 | 230 | 0.0% | — | 223 | +5,905 | New | Q4 2025 | Feb 05, 2026 |
| Numerai GP LLC | History | Reduced | 5,844 | 228 | 0.03% | 0.03% | 224 | -809 | -12.16% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | New | 5,664 | 221 | 0.03% | — | 225 | +5,664 | New | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,580 | 218 | 0.0% | 0.0% | 226 | -4,401 | -44.09% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 5,423 | 212 | 0.0% | 0.02% | 227 | -28,417 | -83.97% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | New | 5,400 | 211 | 0.0% | — | 228 | +5,400 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 5,383 | 210 | 0.0% | 0.0% | 229 | -724 | -11.86% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | New | 5,255 | 205 | 0.01% | — | 230 | +5,255 | New | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 5,238 | 204 | 0.0% | — | 231 | +5,238 | New | Q4 2025 | Feb 03, 2026 |
| Sagewood Asset Management LP | History | New | 5,230 | 204 | 0.07% | — | 232 | +5,230 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,974 | 155 | 0.0% | 0.0% | 233 | -179 | -4.31% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,891 | 152 | 0.0% | 0.0% | 234 | -4,645 | -54.42% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 3,432 | 134 | 0.0% | — | 235 | +3,432 | New | Q4 2025 | Feb 05, 2026 |
| Highlander Partners, L.P. | History | New | 3,230 | 126 | 0.05% | — | 236 | +3,230 | New | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,000 | 117 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KBC Group NV | History | No change | 2,382 | 93 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,045 | 79 | 0.0% | — | 239 | +2,045 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,937 | 75 | 0.0% | 0.0% | 240 | +1,386 | 251.54% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,855 | 72 | 0.0% | 0.0% | 241 | -499 | -21.2% | Q4 2025 | Jan 30, 2026 |
| STRS OHIO | History | Added to | 1,609 | 62 | 0.0% | 0.0% | 242 | +3 | 0.19% | Q4 2025 | Feb 02, 2026 |
| AlphaQuest LLC | History | Reduced | 1,576 | 61 | 0.0% | 0.09% | 243 | -39,681 | -96.18% | Q4 2025 | Feb 09, 2026 |
| Quarry LP | History | New | 1,510 | 59 | 0.01% | — | 244 | +1,510 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,300 | 50 | 0.0% | 0.0% | 245 | -19,984 | -93.89% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,250 | 48 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 1,156 | 45 | 0.0% | — | 247 | +1,156 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,105 | 43 | 0.0% | 0.0% | 249 | -84 | -7.06% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,120 | 43 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,099 | 42 | 0.0% | 0.0% | 250 | -21 | -1.88% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 954 | 37 | 0.0% | — | 251 | +954 | New | Q4 2025 | Feb 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 940 | 36 | 0.0% | 0.0% | 252 | -1 | -0.11% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 887 | 34 | 0.0% | 0.0% | 253 | +123 | 16.1% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 866 | 33 | 0.0% | 0.0% | 254 | -76 | -8.07% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 782 | 31 | 0.0% | 0.0% | 255 | +496 | 173.43% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 732 | 28 | 0.0% | 0.0% | 257 | -2,412 | -76.72% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 717 | 28 | 0.0% | 0.0% | 256 | +192 | 36.57% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 652 | 25 | 0.01% | — | 258 | +652 | New | Q4 2025 | Jan 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 613 | 23 | 0.0% | — | 259 | +613 | New | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 569 | 22 | 0.0% | 0.0% | 260 | -31 | -5.17% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 553 | 21 | 0.0% | 0.0% | 261 | +108 | 24.27% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 533 | 20 | 0.0% | 0.0% | 262 | +60 | 12.68% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 511 | 20 | 0.01% | 0.01% | 263 | -4 | -0.78% | Q4 2025 | Feb 06, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 486 | 19 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Riverview Trust Co | History | No change | 505 | 19 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 469 | 18 | 0.0% | 0.0% | 266 | +27 | 6.11% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | No change | 475 | 18 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Reduced | 446 | 17 | 0.0% | 0.0% | 268 | -38 | -7.85% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 429 | 16 | 0.0% | 0.0% | 269 | +30 | 7.52% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 380 | 14 | 0.0% | 0.0% | 271 | +154 | 68.14% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 382 | 14 | 0.0% | 0.0% | 270 | -44 | -10.33% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 334 | 13 | 0.0% | 0.0% | 272 | +100 | 42.74% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 358 | 13 | 0.0% | 0.0% | 273 | -34 | -8.67% | Q4 2025 | Feb 12, 2026 |
| Torren Management, LLC | History | New | 326 | 12 | 0.01% | — | 275 | +326 | New | Q4 2025 | Jan 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 308 | 12 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 349 | 11 | 0.0% | — | 277 | +349 | New | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 11 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 266 | 10 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 234 | 9 | 0.0% | 0.0% | 279 | -88 | -27.33% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 242 | 9 | 0.0% | 0.0% | 281 | +23 | 10.5% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 9 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hurley Capital, LLC | History | Reduced | 190 | 7 | 0.0% | 0.07% | 284 | -3,359 | -94.65% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 180 | 7 | 0.0% | 0.0% | 282 | -470 | -72.31% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 182 | 7 | 0.0% | 0.0% | 286 | -119 | -39.53% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 204 | 7 | 0.0% | 0.0% | 285 | +65 | 46.76% | Q4 2025 | Jan 22, 2026 |
| Bollard Group LLC | History | No change | 169 | 7 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | New | 155 | 6 | 0.0% | — | 288 | +155 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 167 | 6 | 0.0% | 0.0% | 289 | +42 | 33.6% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 162 | 6 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Marquette Asset Management, LLC | History | Added to | 146 | 5 | 0.0% | 0.0% | 290 | +40 | 37.74% | Q4 2025 | Jan 16, 2026 |
| Quent Capital, LLC | History | Reduced | 143 | 5 | 0.0% | 0.0% | 292 | -1 | -0.69% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 138 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 112 | 4 | 0.0% | — | 295 | +112 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 109 | 4 | 0.0% | — | 294 | +109 | New | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 105 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 100 | 3 | 0.0% | 0.03% | 299 | -1,195 | -92.28% | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 70 | 3 | 0.0% | 0.0% | 296 | -151 | -68.33% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 77 | 3 | 0.0% | — | 298 | +64 | 492.31% | Q4 2025 | Jan 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 87 | 3 | 0.0% | 0.0% | 297 | +18 | 26.09% | Q4 2025 | Feb 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 70 | 2 | 0.0% | — | 301 | +70 | New | Q4 2025 | Feb 06, 2026 |
| Beacon Financial Strategies CORP | History | New | 69 | 2 | 0.0% | — | 306 | +69 | New | Q4 2025 | Jan 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 61 | 2 | 0.0% | — | 307 | +61 | New | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 61 | 2 | 0.0% | — | 302 | +39 | 177.27% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 66 | 2 | 0.0% | 0.0% | 305 | +12 | 22.22% | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 55 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 55 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 55 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 44 | 1 | 0.0% | 0.17% | 314 | -23,556 | -99.81% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 28 | 1 | 0.0% | 0.0% | 308 | -67 | -70.53% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 33 | 1 | 0.0% | 0.0% | 319 | -66 | -66.67% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | New | 51 | 1 | 0.0% | — | 321 | +51 | New | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 34 | 1 | 0.0% | 0.0% | 316 | -46 | -57.5% | Q4 2025 | Jan 08, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 317 | -43 | -53.09% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 33 | 1 | 0.0% | — | 324 | +33 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 30 | 1 | 0.0% | — | 326 | +30 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 33 | 1 | 0.0% | — | 323 | +18 | 120.0% | Q4 2025 | Jan 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 32 | 1 | 0.0% | — | 313 | +15 | 88.24% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 27 | 1 | 0.0% | — | 309 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | No change | 28 | 1 | 0.0% | — | 310 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 29 | 1 | 0.0% | — | 315 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RMG Wealth Management LLC | History | No change | 25 | 1 | 0.0% | — | 318 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 51 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Boreal Capital Management LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Incline Global Management LLC | History | Closed out | 0 | 0 | — | 4.57% | — | -452,404 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -377,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Artisan Partners Limited Partnership | History | Closed out | 0 | 0 | — | 0.02% | — | -339,519 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westchester Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -223,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| III Capital Management | History | Closed out | 0 | 0 | — | 1.47% | — | -180,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 28.08% | — | -177,567 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -82,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ovata Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.48% | — | -70,098 | -100.0% | Q3 2025 | Nov 21, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -34,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -29,812 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,152 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -25,672 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,615 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -15,949 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -15,117 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 2.3% | — | -14,086 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,072 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,557 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,077 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -10,720 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,092 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,650 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,233 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,637 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Vinva Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,672 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,410 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -6,654 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,324 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,272 | -100.0% | Q3 2025 | Oct 28, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -3,303 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,001 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -2,403 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,143 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,128 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,124 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -946 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -497 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Dec 15, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bell Investment Advisors, Inc | History | Reduced | 14 | 0 | — | 0.0% | — | -56 | -80.0% | Q4 2025 | Feb 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -41 | -97.62% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 5 | 0 | — | 0.0% | — | -31 | -86.11% | Q4 2025 | Jan 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Jan 21, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 02, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Trust Co | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westside Investment Management, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Signature Equity Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q4 2025 | Jan 23, 2026 |
| Wealth Watch Advisors, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 09, 2026 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Feb 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cromwell Holdings LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SWAN Capital LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sachetta, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |