ICF International, Inc. - ICFI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | History | New | 2,604,616 | 222,173 | 1.32% | — | 1 | +2,604,616 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 1,724,632 | 147,111 | 0.0% | 0.0% | 2 | -48,465 | -2.73% | Q4 2025 | Feb 12, 2026 |
| Capital Research Global Investors | History | Reduced | 1,604,524 | 136,865 | 0.03% | 0.03% | 3 | -2,937 | -0.18% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,118,269 | 95,388 | 0.0% | 0.0% | 4 | +9,896 | 0.89% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 885,682 | 75,550 | 0.02% | 0.02% | 5 | +8,034 | 0.92% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 705,294 | 60,162 | 0.11% | 0.02% | 6 | +616,372 | 693.16% | Q4 2025 | Feb 05, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Added to | 481,086 | 41,036 | 3.39% | 2.49% | 7 | +152,905 | 46.59% | Q4 2025 | Feb 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 470,093 | 40,099 | 0.28% | 0.43% | 8 | -229,231 | -32.78% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 458,175 | 39,089 | 0.0% | 0.0% | 9 | +2,535 | 0.56% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 444,507 | 37,977 | 0.0% | 0.0% | 10 | -12,541 | -2.74% | Q4 2025 | Feb 13, 2026 |
| Estuary Capital Management LP | History | Reduced | 389,568 | 33,230 | 5.91% | 8.42% | 11 | -121,422 | -23.76% | Q4 2025 | Feb 17, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 263,461 | 22,801 | 1.31% | 1.24% | 12 | -61,712 | -18.98% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 250,208 | 21,342 | 0.0% | 0.0% | 13 | +12,261 | 5.15% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 244,469 | 20,853 | 0.0% | 0.0% | 14 | +35,787 | 17.15% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 244,106 | 20,822 | 0.0% | — | 15 | +244,106 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 235,266 | 20,068 | 0.0% | 0.0% | 16 | +39,725 | 20.32% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 220,635 | 18,820 | 0.0% | 0.0% | 17 | -58,188 | -20.87% | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 214,020 | 18,255 | 1.8% | 1.95% | 18 | -18,272 | -7.87% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 205,913 | 17,564 | 0.0% | 0.0% | 19 | +37,100 | 21.98% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 195,878 | 16,708 | 0.02% | 0.01% | 20 | +92,662 | 89.77% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 193,175 | 16,477 | 0.0% | 0.0% | 21 | -20,439 | -9.57% | Q4 2025 | Feb 17, 2026 |
| SG Capital Management LLC | History | Added to | 192,476 | 16,418 | 1.58% | 0.58% | 22 | +122,558 | 175.29% | Q4 2025 | Feb 13, 2026 |
| Robeco Schweiz AG | History | Added to | 176,188 | 15,028 | 0.34% | 0.37% | 23 | +296 | 0.17% | Q4 2025 | Feb 03, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 171,972 | 14,873 | 0.03% | 0.04% | 24 | -35,587 | -17.15% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 171,863 | 14,659 | 0.01% | 0.01% | 25 | +16,693 | 10.76% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 167,159 | 14,258 | 0.01% | 0.02% | 26 | -47,560 | -22.15% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 162,690 | 13,877 | 0.29% | 0.18% | 27 | +72,664 | 80.71% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 161,172 | 13,747 | 0.01% | 0.01% | 28 | -51,458 | -24.2% | Q4 2025 | Feb 17, 2026 |
| Walter Public Investments Inc. | History | Reduced | 160,456 | 13,686 | 2.42% | 2.49% | 29 | -2,705 | -1.66% | Q4 2025 | Feb 10, 2026 |
| Redwood Grove Capital, LLC | History | Added to | 148,311 | 12,650 | 3.61% | 2.41% | 30 | +57,600 | 63.5% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 139,609 | 11,908 | 0.0% | 0.0% | 31 | +2,702 | 1.97% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 131,748 | 11,238 | 0.01% | 0.01% | 32 | +16,821 | 14.64% | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 117,096 | 9,988 | 0.24% | 0.27% | 33 | -790 | -0.67% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 109,422 | 9,333 | 0.0% | 0.01% | 34 | -72,591 | -39.88% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 103,253 | 8,807 | 0.0% | 0.0% | 35 | +15,795 | 18.06% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 103,166 | 8,800 | 0.03% | 0.04% | 36 | -15,169 | -12.82% | Q4 2025 | Feb 17, 2026 |
| Bastion Asset Management Inc. | History | Added to | 88,659 | 7,485 | 4.13% | 1.32% | 37 | +64,774 | 271.19% | Q4 2025 | Feb 06, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 84,320 | 7,192 | 0.13% | 0.13% | 38 | +65 | 0.08% | Q4 2025 | Feb 04, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 79,063 | 6,744 | 0.01% | 0.01% | 39 | -6,860 | -7.98% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 71,742 | 6,119 | 0.0% | 0.0% | 40 | -40,108 | -35.86% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 68,948 | 5,881 | 0.01% | 0.01% | 41 | -5,600 | -7.51% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 68,321 | 5,827 | 0.0% | 0.0% | 42 | -5,851 | -7.89% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 67,478 | 5,755 | 0.01% | 0.0% | 43 | +67,374 | 64782.69% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 66,618 | 5,682 | 0.0% | 0.0% | 44 | -20,673 | -23.68% | Q4 2025 | Feb 18, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 65,992 | 5,629 | 0.02% | — | 45 | +65,992 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 62,888 | 5,364 | 0.0% | 0.0% | 46 | +5,859 | 10.27% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 56,274 | 4,800 | 0.0% | 0.0% | 47 | -49,935 | -47.02% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 55,923 | 4,770 | 0.0% | 0.0% | 48 | -14,042 | -20.07% | Q4 2025 | Feb 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 54,953 | 4,687 | 0.02% | 0.0% | 49 | +52,535 | 2172.66% | Q4 2025 | Jan 28, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Added to | 52,864 | 4,509 | 0.82% | 0.83% | 50 | +5,840 | 12.42% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 47,100 | 4,017 | 0.01% | 0.01% | 51 | -60,400 | -56.19% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 46,578 | 3,973 | 0.0% | 0.0% | 52 | +891 | 1.95% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 45,051 | 3,842 | 0.0% | 0.0% | 53 | +4,541 | 11.21% | Q4 2025 | Feb 19, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 43,556 | 3,715 | 0.08% | 0.08% | 54 | +52 | 0.12% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 43,065 | 3,673 | 0.0% | 0.0% | 55 | -10,329 | -19.34% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 42,878 | 3,657 | 0.0% | 0.0% | 56 | +4,700 | 12.31% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 42,168 | 3,596 | 0.01% | 0.02% | 57 | +1,480 | 3.64% | Q4 2025 | Feb 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 41,305 | 3,523 | 0.03% | 0.03% | 58 | +6,187 | 17.62% | Q4 2025 | Jan 28, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 41,136 | 3,508 | 0.15% | 0.16% | 59 | +1,352 | 3.4% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | Added to | 40,925 | 3,490 | 0.0% | 0.0% | 60 | +1,505 | 3.82% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | New | 37,247 | 3,177 | 0.0% | — | 61 | +37,247 | New | Q4 2025 | Feb 05, 2026 |
| Swiss National Bank | History | Added to | 36,300 | 3,096 | 0.0% | 0.0% | 62 | +700 | 1.97% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 35,905 | 3,062 | 0.0% | 0.0% | 63 | +6 | 0.02% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 34,847 | 2,972 | 0.0% | 0.0% | 64 | +23,773 | 214.67% | Q4 2025 | Jan 09, 2026 |
| Riverwater Partners LLC | History | Added to | 32,724 | 2,791 | 1.08% | 1.17% | 65 | +2,240 | 7.35% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 32,643 | 2,784 | 0.02% | 0.02% | 66 | +5,742 | 21.34% | Q4 2025 | Feb 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 31,813 | 2,713 | 0.08% | 0.08% | 67 | +998 | 3.24% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 31,534 | 2,689 | 0.0% | 0.0% | 68 | +1,196 | 3.94% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 30,694 | 2,618 | 0.0% | 0.0% | 69 | -31,855 | -50.93% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 30,404 | 2,593 | 0.0% | 0.0% | 70 | +468 | 1.56% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 28,846 | 2,460 | 0.0% | 0.0% | 71 | -9,557 | -24.89% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,703 | 2,448 | 0.0% | 0.0% | 72 | -20,155 | -41.25% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 28,514 | 2,432 | 0.07% | 0.17% | 73 | -336 | -1.16% | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 27,496 | 2,345 | 0.04% | — | 74 | +27,496 | New | Q4 2025 | Jan 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 26,949 | 2,298 | 0.0% | 0.0% | 75 | -4,112 | -13.24% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,813 | 2,287 | 0.0% | 0.0% | 76 | +593 | 2.26% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 26,673 | 2,275 | 0.0% | 0.0% | 77 | -11,447 | -30.03% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 26,597 | 2,268 | 0.01% | 0.01% | 78 | -20,238 | -43.21% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 26,558 | 2,265 | 0.03% | 0.03% | 79 | +627 | 2.42% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Reduced | 25,652 | 2,188 | 0.01% | 0.01% | 80 | -9,443 | -26.91% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 25,500 | 2,175 | 0.01% | — | 81 | +25,500 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,281 | 2,071 | 0.0% | 0.0% | 82 | +13,344 | 122.01% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,241 | 1,811 | 0.0% | 0.0% | 83 | +6,482 | 43.92% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 21,132 | 1,802 | 0.0% | 0.0% | 84 | +8,104 | 62.2% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 20,446 | 1,749 | 0.0% | 0.0% | 85 | +612 | 3.09% | Q4 2025 | Mar 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 20,473 | 1,746 | 0.01% | 0.01% | 86 | -13,299 | -39.38% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 20,449 | 1,744 | 0.0% | 0.0% | 87 | +6,248 | 44.0% | Q4 2025 | Feb 02, 2026 |
| Legal & General Group Plc | History | Reduced | 20,114 | 1,715 | 0.0% | 0.0% | 88 | -1,729 | -7.92% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 19,416 | 1,656 | 0.0% | 0.01% | 89 | -4,433 | -18.59% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 19,356 | 1,655 | 0.0% | 0.0% | 90 | -25 | -0.13% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 18,641 | 1,591 | 0.0% | 0.0% | 91 | +1,772 | 10.5% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,297 | 1,475 | 0.0% | 0.0% | 92 | -16 | -0.09% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 17,250 | 1,471 | 0.0% | 0.01% | 93 | +36 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 17,001 | 1,450 | 0.0% | 0.0% | 94 | -18,514 | -52.13% | Q4 2025 | Feb 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 16,763 | 1,429 | 0.07% | 0.08% | 95 | -1,620 | -8.81% | Q4 2025 | Feb 11, 2026 |
| Freestone Grove Partners LP | History | Reduced | 16,190 | 1,381 | 0.01% | 0.01% | 96 | -4,398 | -21.36% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | Added to | 15,571 | 1,328 | 0.02% | 0.3% | 97 | +6,350 | 68.86% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 14,406 | 1,228 | 0.0% | 0.0% | 98 | -261 | -1.78% | Q4 2025 | Feb 11, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 14,066 | 1,199 | 0.12% | 0.13% | 99 | +39 | 0.28% | Q4 2025 | Jan 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 14,002 | 1,194 | 0.0% | 0.0% | 100 | +5,147 | 58.13% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | Added to | 13,979 | 1,192 | 0.57% | 0.53% | 101 | +6 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 13,885 | 1,184 | 0.0% | 0.01% | 102 | -1,160 | -7.71% | Q4 2025 | Feb 13, 2026 |
| QSV Equity Investors LLC | History | Reduced | 12,218 | 1,042 | 1.54% | 1.67% | 103 | -5,355 | -30.47% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 12,161 | 1,037 | 0.0% | 0.0% | 104 | -26 | -0.21% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 11,859 | 1,012 | 0.0% | 0.0% | 105 | -2,188 | -15.58% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 10,600 | 904 | 0.0% | 0.01% | 106 | -19,998 | -65.36% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,371 | 884 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | New | 10,054 | 857 | 0.07% | — | 108 | +10,054 | New | Q4 2025 | Feb 06, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 9,832 | 838 | 0.02% | 0.03% | 109 | -714 | -6.77% | Q4 2025 | Jan 05, 2026 |
| Vident Advisory, LLC | History | Added to | 9,020 | 769 | 0.01% | 0.01% | 110 | +660 | 7.89% | Q4 2025 | Feb 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,991 | 766 | 0.02% | 0.02% | 111 | +3,011 | 50.35% | Q4 2025 | Jan 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 8,719 | 743 | 0.0% | — | 112 | +8,719 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,540 | 728 | 0.0% | 0.0% | 113 | +5 | 0.06% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,490 | 724 | 0.0% | 0.0% | 114 | -591 | -6.51% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 8,229 | 701 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,092 | 690 | 0.0% | 0.0% | 116 | +3,248 | 67.05% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 7,520 | 641 | 0.0% | 0.0% | 117 | +5,577 | 287.03% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 7,202 | 614 | 0.0% | 0.0% | 118 | +300 | 4.35% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,100 | 606 | 0.0% | 0.0% | 119 | +300 | 4.41% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,912 | 589 | 0.01% | 0.01% | 120 | -12 | -0.17% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Added to | 6,756 | 576 | 0.01% | 0.0% | 121 | +4,468 | 195.28% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 6,572 | 560 | 0.03% | 0.01% | 122 | +4,546 | 224.38% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,858 | 499 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 5,699 | 486 | 0.0% | 0.0% | 124 | -5,701 | -50.01% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,350 | 474 | 0.0% | 0.0% | 125 | -2,746 | -33.92% | Q4 2025 | Jan 08, 2026 |
| First National Advisers, LLC | History | Reduced | 5,538 | 472 | 0.06% | 0.07% | 126 | -263 | -4.53% | Q4 2025 | Feb 04, 2026 |
| Inspire Investing, LLC | History | Added to | 5,472 | 466 | 0.04% | 0.04% | 127 | +615 | 12.66% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 5,198 | 443 | 0.03% | 0.04% | 128 | +411 | 8.59% | Q4 2025 | Jan 13, 2026 |
| Arizona State Retirement System | History | Reduced | 5,135 | 438 | 0.0% | 0.0% | 129 | -287 | -5.29% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,089 | 434 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 5,000 | 426 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Teton Advisors, LLC | History | No change | 5,000 | 426 | 0.3% | 0.29% | 132 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Empowered Funds, LLC | History | Added to | 4,690 | 400 | 0.01% | 0.0% | 133 | +1,030 | 28.14% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 4,600 | 392 | 0.0% | 0.0% | 134 | +518 | 12.69% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,400 | 375 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | Added to | 4,241 | 361 | 0.02% | 0.02% | 136 | +369 | 9.53% | Q4 2025 | Feb 02, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,089 | 348 | 0.03% | — | 137 | +4,089 | New | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 3,827 | 326 | 0.01% | 0.01% | 138 | -1,600 | -29.48% | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,752 | 320 | 0.19% | 0.22% | 139 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | New | 3,680 | 313 | 0.01% | — | 140 | +3,680 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,607 | 307 | 0.0% | 0.0% | 141 | -184 | -4.85% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 3,589 | 306 | 0.0% | 0.0% | 142 | -326 | -8.33% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,506 | 299 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TradeLink Capital LLC | History | New | 3,467 | 296 | 2.37% | — | 144 | +3,467 | New | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 3,357 | 286 | 0.0% | 0.0% | 145 | +215 | 6.84% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,346 | 285 | 0.0% | 0.0% | 146 | -85 | -2.48% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | New | 3,244 | 276 | 0.0% | — | 147 | +3,244 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 3,213 | 274 | 0.01% | 0.01% | 148 | +1 | 0.03% | Q4 2025 | Jan 29, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 3,007 | 256 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,951 | 251 | 0.02% | 0.02% | 150 | +5 | 0.17% | Q4 2025 | Feb 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,932 | 250 | 0.0% | 0.0% | 151 | -1,022 | -25.85% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,714 | 231 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 2,701 | 230 | 0.1% | 0.13% | 153 | -431 | -13.76% | Q4 2025 | Jan 12, 2026 |
| Abacus Wealth Partners, LLC | History | New | 2,676 | 228 | 0.02% | — | 154 | +2,676 | New | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,440 | 208 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 2,378 | 203 | 0.0% | 0.0% | 156 | -6,417 | -72.96% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 2,359 | 201 | 0.02% | 0.02% | 158 | +267 | 12.76% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 2,368 | 201 | 0.0% | 0.0% | 157 | -237 | -9.1% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,777 | 151 | 0.0% | 0.0% | 159 | -72 | -3.89% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,750 | 149 | 0.0% | 0.0% | 160 | -638 | -26.72% | Q4 2025 | Jan 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,682 | 144 | 0.0% | 0.0% | 161 | +1,459 | 654.26% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,642 | 140 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,535 | 130 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,289 | 109 | 0.0% | 0.0% | 164 | -2,700 | -67.69% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,059 | 90 | 0.0% | 0.03% | 165 | -20,378 | -95.06% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,043 | 88 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 852 | 72 | 0.04% | 0.05% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 650 | 55 | 0.0% | 0.0% | 168 | -28 | -4.13% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 588 | 50 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Reduced | 577 | 49 | 0.0% | 0.0% | 170 | -83 | -12.58% | Q4 2025 | Feb 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 571 | 48 | 0.0% | 0.01% | 171 | -1,014 | -63.97% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 536 | 45 | 0.0% | — | 172 | +536 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 411 | 35 | 0.0% | 0.0% | 173 | +325 | 377.91% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 409 | 34 | 0.0% | — | 174 | +409 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 299 | 25 | 0.0% | 0.0% | 175 | +63 | 26.69% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 292 | 24 | 0.0% | 0.0% | 176 | -294 | -50.17% | Q4 2025 | Feb 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 260 | 22 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 242 | 20 | 0.0% | — | 178 | +242 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 240 | 20 | 0.0% | 0.0% | 179 | +112 | 87.5% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 227 | 19 | 0.0% | 0.0% | 181 | +29 | 14.65% | Q4 2025 | Jan 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 234 | 19 | 0.0% | 0.0% | 180 | -27 | -10.34% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 215 | 18 | 0.0% | 0.0% | 182 | -594 | -73.42% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 209 | 17 | 0.0% | 0.0% | 184 | -3,443 | -94.28% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 199 | 17 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 17 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 173 | 14 | 0.0% | 0.0% | 186 | -58 | -25.11% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Added to | 158 | 13 | 0.0% | 0.0% | 187 | +22 | 16.18% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 134 | 11 | 0.01% | — | 188 | +134 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 122 | 10 | 0.0% | 0.0% | 189 | +66 | 117.86% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 120 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Boreal Capital Management LLC | History | No change | 107 | 9 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 97 | 8 | 0.0% | — | 192 | +97 | New | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 103 | 8 | 0.0% | 0.0% | 193 | -76 | -42.46% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 90 | 7 | 0.0% | 0.0% | 195 | -5 | -5.26% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 78 | 7 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 93 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 78 | 6 | 0.0% | 0.0% | 197 | +4 | 5.41% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 60 | 5 | 0.0% | 0.0% | 198 | -140 | -70.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 52 | 4 | 0.0% | 0.0% | 199 | -1 | -1.89% | Q4 2025 | Jan 20, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 36 | 3 | 0.0% | 0.0% | 203 | -88 | -70.97% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39 | 3 | 0.0% | 0.0% | 201 | +7 | 21.88% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 204 | -46 | -58.23% | Q4 2025 | Feb 10, 2026 |
| Basepoint Wealth LLC | History | New | 30 | 2 | 0.0% | — | 206 | +30 | New | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 29 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 207 | -9 | -30.0% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 12 | 1 | 0.0% | 0.0% | 210 | -6 | -33.33% | Q4 2025 | Feb 24, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 16 | 1 | 0.0% | 0.0% | 208 | -3 | -15.79% | Q4 2025 | Feb 20, 2026 |
| Covestor Ltd | History | Reduced | 6 | 1 | 0.0% | 0.0% | 211 | -2 | -25.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,945 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -20,414 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,269 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,869 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,275 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,680 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,957 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,675 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,670 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,538 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -2,893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,499 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.02% | — | -2,317 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,315 | -100.0% | Q3 2025 | Nov 07, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,315 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,268 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,190 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -128 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -71 | -97.26% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MAI Capital Management | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kilter Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Root Financial Partners, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -4 | -28.57% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JFS WEALTH ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |