IES Holdings, Inc. - IESC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | History | Reduced | 10,348,407 | 4,025,737 | 69.94% | 77.02% | 1 | -182,094 | -1.73% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 2,016,668 | 784,524 | 0.04% | 0.04% | 2 | -49,763 | -2.41% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 853,214 | 331,917 | 0.0% | 0.01% | 3 | -13,992 | -1.61% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 722,734 | 281,157 | 0.0% | 0.0% | 4 | +13,675 | 1.93% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 457,067 | 177,814 | 0.04% | 0.04% | 5 | -45,691 | -9.09% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 274,725 | 106,886 | 0.01% | 0.01% | 6 | +6,349 | 2.37% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 248,738 | 96,764 | 0.07% | 0.1% | 7 | -75,155 | -23.2% | Q4 2025 | Feb 13, 2026 |
| Pertento Partners LLP | History | Added to | 209,351 | 81,441 | 7.65% | 8.25% | 8 | +30,583 | 17.11% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 205,905 | 80,101 | 0.0% | 0.0% | 9 | +2,517 | 1.24% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 171,488 | 66,712 | 0.0% | 0.0% | 10 | +12,232 | 7.68% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 171,343 | 66,655 | 0.68% | 0.7% | 11 | -5,085 | -2.88% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 164,722 | 64,080 | 0.04% | 0.03% | 12 | +33,273 | 25.31% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 153,947 | 59,888 | 0.01% | 0.02% | 13 | -1,168 | -0.75% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 152,656 | 59,389 | 0.11% | 0.12% | 14 | +3,719 | 2.5% | Q4 2025 | Feb 05, 2026 |
| AltraVue Capital, LLC | History | Reduced | 142,637 | 55,488 | 4.57% | 5.48% | 15 | -23,630 | -14.21% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 113,913 | 44,314 | 0.01% | 0.01% | 16 | -11,880 | -9.44% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 104,307 | 40,577 | 0.0% | — | 17 | +104,307 | New | Q4 2025 | Feb 10, 2026 |
| Parsifal Capital Management, LP | History | Added to | 100,180 | 38,972 | 3.2% | 2.4% | 18 | +35,380 | 54.6% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 97,392 | 37,887 | 0.06% | 0.06% | 19 | -8,340 | -7.89% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 94,411 | 36,727 | 0.02% | 0.02% | 20 | +6,549 | 7.45% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 91,743 | 35,689 | 0.01% | 0.01% | 21 | +605 | 0.66% | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 89,217 | 34,707 | 0.0% | 0.0% | 22 | +3,680 | 4.3% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 88,715 | 34,511 | 0.01% | 0.01% | 23 | +4,159 | 4.92% | Q4 2025 | Jan 29, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 87,032 | 33,858 | 0.1% | 0.13% | 24 | -26,971 | -23.66% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 81,476 | 31,695 | 0.0% | 0.01% | 25 | -563 | -0.69% | Q4 2025 | Feb 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 77,082 | 29,986 | 0.2% | 0.23% | 26 | -2,990 | -3.73% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 74,884 | 29,131 | 0.0% | 0.0% | 27 | -6,038 | -7.46% | Q4 2025 | Feb 17, 2026 |
| Swedbank AB | History | Reduced | 65,000 | 25,286 | 0.02% | 0.03% | 28 | -16,000 | -19.75% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,801 | 24,041 | 0.0% | 0.0% | 29 | +27,419 | 79.75% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 60,821 | 23,661 | 0.0% | 0.0% | 30 | +1,299 | 2.18% | Q4 2025 | Feb 17, 2026 |
| Ophir Asset Management Pty Ltd | History | Reduced | 59,575 | 23,175 | 2.6% | 3.17% | 31 | -4,964 | -7.69% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 57,995 | 22,561 | 0.0% | 0.0% | 32 | -7,005 | -10.78% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 51,611 | 20,077 | 0.01% | 0.01% | 33 | +2,202 | 4.46% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 49,830 | 19,384 | 0.01% | 0.01% | 34 | +12,994 | 35.28% | Q4 2025 | Feb 13, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 45,273 | 17,612 | 2.47% | 2.52% | 35 | -1,231 | -2.65% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,102 | 14,822 | 0.0% | 0.01% | 36 | +99 | 0.26% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 35,860 | 13,950 | 0.02% | 0.02% | 37 | -4,480 | -11.11% | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 34,253 | 13,325 | 0.09% | 0.09% | 38 | +825 | 2.47% | Q4 2025 | Jan 09, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 34,070 | 13,253 | 0.28% | 0.3% | 39 | -122 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,615 | 12,687 | 0.0% | 0.0% | 40 | +5,240 | 19.14% | Q4 2025 | Feb 10, 2026 |
| Legato Capital Management LLC | History | Reduced | 30,333 | 11,800 | 1.02% | 1.53% | 41 | -4,880 | -13.86% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 28,677 | 11,236 | 0.0% | 0.0% | 42 | -3,153 | -9.91% | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 25,864 | 10,061 | 0.01% | 0.0% | 43 | +24,533 | 1843.2% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 25,714 | 10,003 | 0.16% | 0.1% | 44 | +10,994 | 74.69% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 25,449 | 9,901 | 0.0% | 0.0% | 45 | +4,762 | 23.02% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,418 | 9,888 | 0.0% | 0.0% | 46 | -4,887 | -16.13% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 23,842 | 9,275 | 0.0% | 0.0% | 47 | -2,894 | -10.82% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 23,306 | 9,088 | 0.0% | 0.0% | 48 | +2,276 | 10.82% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 23,262 | 9,049 | 0.99% | 1.05% | 49 | +197 | 0.85% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Associates, LP | History | Added to | 23,136 | 9,000 | 0.03% | 0.03% | 50 | +5,782 | 33.32% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 21,446 | 8,342 | 0.0% | 0.0% | 51 | +8,269 | 62.75% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 20,673 | 8,042 | 0.0% | 0.01% | 52 | -686 | -3.21% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,203 | 7,859 | 0.0% | 0.0% | 53 | -5,294 | -20.76% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,243 | 7,485 | 0.0% | 0.0% | 54 | +6,534 | 51.41% | Q4 2025 | Feb 13, 2026 |
| CastleKnight Management LP | History | New | 18,546 | 7,214 | 0.16% | — | 55 | +18,546 | New | Q4 2025 | Feb 17, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 18,070 | 7,029 | 1.93% | 1.87% | 56 | -39 | -0.22% | Q4 2025 | Feb 17, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 18,068 | 7,028 | 1.17% | 2.18% | 57 | -15,494 | -46.17% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 17,660 | 6,870 | 0.0% | 0.0% | 58 | +360 | 2.08% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 16,907 | 6,577 | 0.0% | 0.0% | 59 | +5,579 | 49.25% | Q4 2025 | Feb 02, 2026 |
| Informed Momentum Co LLC | History | Reduced | 16,863 | 6,560 | 0.73% | 0.77% | 60 | -338 | -1.97% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE GROUP LLC | History | New | 16,071 | 6,251 | 0.25% | — | 61 | +16,071 | New | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 15,865 | 6,171 | 0.0% | 0.0% | 62 | +1,243 | 8.5% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Reduced | 15,562 | 6,053 | 0.23% | 0.25% | 63 | -444 | -2.77% | Q4 2025 | Feb 03, 2026 |
| RBF Capital, LLC | History | No change | 15,000 | 5,835 | 0.26% | 0.27% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 13,642 | 5,307 | 2.0% | 2.08% | 65 | +328 | 2.46% | Q4 2025 | Jan 20, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 13,538 | 5,266 | 0.07% | — | 66 | +13,538 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 13,151 | 5,116 | 0.01% | 0.0% | 67 | +11,167 | 562.85% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,345 | 4,802 | 0.0% | 0.0% | 68 | -8,873 | -41.82% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 12,226 | 4,756 | 0.01% | 0.01% | 69 | -2,306 | -15.87% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,193 | 4,743 | 0.0% | 0.0% | 70 | -2,041 | -14.34% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 12,059 | 4,691 | 0.04% | 0.04% | 71 | +391 | 3.35% | Q4 2025 | Feb 18, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 11,954 | 4,650 | 0.01% | 0.02% | 72 | -6,000 | -33.42% | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, LLC | History | New | 11,792 | 4,587 | 0.25% | — | 73 | +11,792 | New | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 11,300 | 4,395 | 0.31% | — | 74 | +11,300 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 11,285 | 4,390 | 0.01% | 0.0% | 75 | +9,924 | 729.17% | Q4 2025 | Jan 09, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 10,941 | 4,256 | 0.02% | 0.02% | 76 | -1,203 | -9.91% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,917 | 4,246 | 0.0% | 0.01% | 77 | -643 | -5.56% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 10,682 | 4,155 | 0.0% | 0.0% | 78 | +1,400 | 15.08% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 10,569 | 4,111 | 0.01% | 0.01% | 79 | +2,145 | 25.46% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,486 | 4,079 | 0.0% | — | 80 | +10,486 | New | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 10,197 | 3,966 | 0.01% | 0.0% | 81 | +7,378 | 261.72% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,156 | 3,950 | 0.01% | 0.01% | 82 | +403 | 4.13% | Q4 2025 | Jan 28, 2026 |
| Verition Fund Management LLC | History | Reduced | 9,894 | 3,848 | 0.02% | 0.02% | 83 | -1,087 | -9.9% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 9,711 | 3,777 | 0.0% | 0.0% | 84 | -475 | -4.66% | Q4 2025 | Feb 09, 2026 |
| Twin Tree Management, LP | History | Reduced | 9,700 | 3,773 | 0.03% | 0.03% | 85 | -6,059 | -38.45% | Q4 2025 | Feb 11, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 8,600 | 3,345 | 0.45% | — | 86 | +8,600 | New | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 8,305 | 3,230 | 0.0% | 0.0% | 87 | -8 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,238 | 3,204 | 0.02% | 0.02% | 88 | +1,040 | 14.45% | Q4 2025 | Feb 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 7,969 | 3,100 | 0.18% | 0.19% | 89 | -214 | -2.62% | Q4 2025 | Feb 09, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 7,944 | 3,090 | 0.06% | 0.1% | 90 | -3,473 | -30.42% | Q4 2025 | Jan 26, 2026 |
| Truvestments Capital LLC | History | Added to | 7,656 | 2,978 | 0.54% | 0.52% | 91 | +477 | 6.64% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 7,209 | 2,826 | 0.0% | — | 92 | +7,209 | New | Q4 2025 | Mar 20, 2026 |
| De Lisle Partners LLP | History | No change | 7,000 | 2,724 | 0.35% | 0.34% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 6,700 | 2,606 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,657 | 2,589 | 0.0% | 0.0% | 95 | -252 | -3.65% | Q4 2025 | Feb 02, 2026 |
| Voleon Capital Management LP | History | Added to | 6,534 | 2,541 | 0.05% | 0.03% | 96 | +3,676 | 128.62% | Q4 2025 | Feb 17, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 6,340 | 2,466 | 1.97% | 2.01% | 97 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 6,053 | 2,354 | 0.02% | 0.03% | 98 | -2,629 | -30.28% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 6,020 | 2,341 | 0.01% | 0.01% | 99 | -470 | -7.24% | Q4 2025 | Jan 30, 2026 |
| Cavalier Investments, LLC | History | Added to | 5,964 | 2,320 | 0.12% | 0.08% | 100 | +152 | 2.62% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | New | 5,957 | 2,317 | 0.03% | — | 101 | +5,957 | New | Q4 2025 | Feb 11, 2026 |
| ALPS ADVISORS INC | History | Reduced | 5,700 | 2,217 | 0.01% | 0.01% | 102 | -26 | -0.45% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,674 | 2,207 | 0.01% | 0.01% | 103 | +589 | 11.58% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 5,660 | 2,202 | 0.01% | 0.01% | 104 | +660 | 13.2% | Q4 2025 | Feb 06, 2026 |
| LRT Capital Management, LLC | History | Reduced | 5,481 | 2,132 | 1.83% | 2.14% | 105 | -2,624 | -32.38% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 5,382 | 2,093 | 0.0% | 0.01% | 106 | -393 | -6.81% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,286 | 2,080 | 0.0% | 0.0% | 107 | -184 | -3.36% | Q4 2025 | Feb 18, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 5,268 | 2,049 | 0.09% | 0.06% | 108 | +1,195 | 29.34% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 5,146 | 2,047 | 0.01% | 0.01% | 109 | -3,084 | -37.47% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,113 | 1,989 | 0.0% | 0.0% | 110 | +1,517 | 42.19% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,072 | 1,973 | 0.0% | 0.0% | 111 | +2,178 | 75.26% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 5,040 | 1,960 | 0.01% | 0.01% | 112 | -213 | -4.05% | Q4 2025 | Feb 12, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | Reduced | 5,000 | 1,945 | 0.06% | 0.12% | 113 | -5,000 | -50.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 4,975 | 1,935 | 0.0% | 0.0% | 114 | +443 | 9.77% | Q4 2025 | Feb 13, 2026 |
| Hedeker Wealth, LLC | History | Added to | 4,852 | 1,887 | 0.4% | 0.39% | 115 | +104 | 2.19% | Q4 2025 | Jan 23, 2026 |
| SG Capital Management LLC | History | Reduced | 4,793 | 1,864 | 0.18% | 3.44% | 116 | -92,301 | -95.06% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 4,700 | 1,828 | 0.01% | — | 117 | +4,700 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,580 | 1,782 | 0.0% | 0.0% | 118 | +699 | 18.01% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,199 | 1,633 | 0.0% | 0.0% | 119 | -1 | -0.02% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 4,093 | 1,592 | 0.0% | 0.01% | 120 | -6,613 | -61.77% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,343 | 1,586 | 0.1% | 0.09% | 121 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,962 | 1,542 | 0.0% | — | 122 | +3,962 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 3,939 | 1,532 | 0.01% | 0.01% | 123 | +564 | 16.71% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 3,934 | 1,530 | 0.0% | 0.0% | 124 | +869 | 28.35% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 3,870 | 1,505 | 0.01% | 0.01% | 125 | +70 | 1.84% | Q4 2025 | Feb 04, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 3,833 | 1,489 | 0.4% | 0.38% | 126 | +742 | 24.01% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 3,741 | 1,455 | 0.03% | 0.02% | 127 | +1,368 | 57.65% | Q4 2025 | Feb 03, 2026 |
| Convergence Investment Partners, LLC | History | New | 3,681 | 1,431 | 0.28% | — | 128 | +3,681 | New | Q4 2025 | Feb 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 3,468 | 1,349 | 0.04% | 0.04% | 129 | +128 | 3.83% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Reduced | 3,451 | 1,342 | 0.07% | 0.06% | 130 | -3 | -0.09% | Q4 2025 | Jan 27, 2026 |
| Peterson Wealth Services | History | Added to | 3,293 | 1,281 | 0.33% | 0.37% | 131 | +3,260 | 9878.79% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,082 | 1,199 | 0.05% | 0.05% | 132 | +272 | 9.68% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 2,987 | 1,162 | 0.05% | — | 133 | +2,987 | New | Q4 2025 | Feb 23, 2026 |
| STRS OHIO | History | Reduced | 2,800 | 1,089 | 0.0% | 0.0% | 134 | -300 | -9.68% | Q4 2025 | Feb 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 2,797 | 1,088 | 0.0% | 0.0% | 135 | +180 | 6.88% | Q4 2025 | Feb 12, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 2,755 | 1,071 | 0.12% | 0.2% | 136 | -2,244 | -44.89% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,725 | 1,060 | 0.0% | 0.0% | 137 | -107 | -3.78% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 2,720 | 1,057 | 0.0% | 0.0% | 138 | -344 | -11.23% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Added to | 2,710 | 1,054 | 0.13% | 0.1% | 139 | +871 | 47.36% | Q4 2025 | Feb 17, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 2,633 | 1,024 | 0.03% | 0.03% | 140 | -178 | -6.33% | Q4 2025 | Jan 05, 2026 |
| Dakota Wealth Management | History | New | 2,617 | 1,018 | 0.02% | — | 141 | +2,617 | New | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,507 | 975 | 0.01% | 0.01% | 142 | -99 | -3.8% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 2,496 | 970 | 0.01% | 0.01% | 143 | -3 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 2,490 | 968 | 0.01% | 0.01% | 144 | -131 | -5.0% | Q4 2025 | Jan 28, 2026 |
| Atom Investors LP | History | Added to | 2,472 | 961 | 0.08% | 0.02% | 145 | +1,960 | 382.81% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 2,394 | 931 | 0.06% | — | 146 | +2,394 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,153 | 837 | 0.0% | 0.0% | 147 | +380 | 21.43% | Q4 2025 | Feb 17, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 2,104 | 818 | 0.13% | 0.19% | 148 | -509 | -19.48% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,101 | 817 | 0.0% | 0.0% | 149 | +304 | 16.92% | Q4 2025 | Feb 12, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Added to | 2,100 | 816 | 0.18% | 0.13% | 150 | +300 | 16.67% | Q4 2025 | Feb 04, 2026 |
| Walleye Trading LLC | History | Added to | 2,000 | 778 | 0.0% | 0.0% | 152 | +100 | 5.26% | Q4 2025 | Feb 13, 2026 |
| 1ST SOURCE BANK | History | No change | 2,000 | 778 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 1,920 | 746 | 0.0% | 0.0% | 153 | -80 | -4.0% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,860 | 723 | 0.0% | 0.0% | 154 | +1,474 | 381.87% | Q4 2025 | Feb 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 1,802 | 701 | 0.41% | 0.42% | 155 | -10 | -0.55% | Q4 2025 | Jan 21, 2026 |
| Walleye Capital LLC | History | Reduced | 1,800 | 700 | 0.0% | 0.0% | 156 | -742 | -29.19% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,796 | 698 | 0.03% | 0.02% | 157 | +81 | 4.72% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,794 | 697 | 0.0% | 0.0% | 158 | -1,380 | -43.48% | Q4 2025 | Mar 09, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | New | 1,734 | 674 | 0.06% | — | 159 | +1,734 | New | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,684 | 655 | 0.01% | 0.01% | 160 | -10 | -0.59% | Q4 2025 | Jan 23, 2026 |
| ProShare Advisors LLC | History | Added to | 1,652 | 642 | 0.0% | 0.0% | 161 | +106 | 6.86% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,648 | 641 | 0.04% | 0.02% | 162 | +409 | 33.01% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,629 | 633 | 0.0% | 0.0% | 163 | -6 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | New | 1,614 | 627 | 0.0% | — | 164 | +1,614 | New | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 1,602 | 623 | 0.02% | 0.01% | 165 | +1,000 | 166.11% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 1,588 | 617 | 0.0% | — | 166 | +1,588 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 1,509 | 587 | 0.0% | — | 167 | +1,509 | New | Q4 2025 | Feb 12, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 1,449 | 563 | 0.03% | 0.07% | 168 | -1,566 | -51.94% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,347 | 555 | 0.0% | 0.0% | 169 | +64 | 4.99% | Q4 2025 | Jan 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,423 | 553 | 0.0% | 0.0% | 170 | +222 | 18.48% | Q4 2025 | Jan 29, 2026 |
| Empowered Funds, LLC | History | Added to | 1,402 | 545 | 0.01% | 0.0% | 171 | +298 | 26.99% | Q4 2025 | Feb 18, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,382 | 537 | 0.01% | 0.01% | 172 | +17 | 1.25% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 1,371 | 533 | 0.0% | 0.0% | 173 | +201 | 17.18% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 1,339 | 521 | 0.03% | 0.13% | 174 | -3,915 | -74.51% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 1,311 | 510 | 0.0% | 0.0% | 175 | -165 | -11.18% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 1,286 | 500 | 0.0% | 0.0% | 176 | +548 | 74.25% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,239 | 481 | 0.0% | 0.0% | 177 | +103 | 9.07% | Q4 2025 | Feb 17, 2026 |
| AVIVA PLC | History | Reduced | 1,233 | 479 | 0.0% | 0.0% | 178 | -54 | -4.2% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,231 | 478 | 0.04% | 0.04% | 179 | -162 | -11.63% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,223 | 475 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Itau Unibanco Holding S.A. | History | New | 1,200 | 473 | 0.01% | — | 181 | +1,200 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 1,202 | 467 | 0.0% | — | 182 | +1,202 | New | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 1,200 | 466 | 0.02% | 0.02% | 183 | -30 | -2.44% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,200 | 466 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,180 | 459 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Engineers Gate Manager LP | History | New | 1,173 | 456 | 0.01% | — | 186 | +1,173 | New | Q4 2025 | Feb 17, 2026 |
| CLIFFORD CAPITAL PARTNERS LLC | History | Added to | 1,164 | 452 | 0.08% | 0.05% | 187 | +455 | 64.17% | Q4 2025 | Feb 17, 2026 |
| Cynosure Group, LLC | History | Reduced | 1,119 | 435 | 0.04% | 0.07% | 188 | -413 | -26.96% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,100 | 427 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,100 | 427 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,093 | 425 | 0.0% | 0.01% | 191 | +103 | 10.4% | Q4 2025 | Jan 23, 2026 |
| City State Bank | History | Reduced | 1,090 | 424 | 0.12% | 0.13% | 192 | -30 | -2.68% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Reduced | 1,075 | 418 | 0.0% | 0.0% | 193 | -1,094 | -50.44% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 1,040 | 404 | 0.02% | — | 194 | +1,040 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | No change | 1,025 | 398 | 0.06% | 0.07% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEXFORD CAPITAL LP | History | Reduced | 1,000 | 389 | 0.08% | 0.07% | 196 | -290 | -22.48% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 1,000 | 389 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Reduced | 999 | 388 | 0.07% | 0.08% | 198 | -43 | -4.13% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 987 | 384 | 0.0% | 0.0% | 199 | +94 | 10.53% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 987 | 383 | 0.01% | 0.01% | 200 | -10 | -1.0% | Q4 2025 | Jan 14, 2026 |
| Souders Financial Advisors | History | Added to | 984 | 382 | 0.04% | 0.05% | 201 | +14 | 1.44% | Q4 2025 | Feb 02, 2026 |
| DUTCH ASSET Corp | History | New | 974 | 379 | 0.29% | — | 202 | +974 | New | Q4 2025 | Mar 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 974 | 378 | 0.09% | — | 203 | +974 | New | Q4 2025 | Mar 03, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 952 | 371 | 0.0% | 0.0% | 204 | -1,920 | -66.85% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 949 | 369 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 935 | 363 | 0.0% | 0.01% | 206 | -22 | -2.3% | Q4 2025 | Jan 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 929 | 361 | 0.24% | 0.23% | 207 | +98 | 11.79% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 926 | 360 | 0.0% | — | 208 | +926 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 920 | 357 | 0.0% | — | 209 | +920 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 905 | 351 | 0.0% | — | 210 | +905 | New | Q4 2025 | Jan 29, 2026 |
| Callahan Advisors, LLC | History | Reduced | 900 | 350 | 0.03% | 0.03% | 211 | -100 | -10.0% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 898 | 349 | 0.0% | 0.0% | 212 | +101 | 12.67% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 890 | 346 | 0.0% | 0.0% | 213 | +11 | 1.25% | Q4 2025 | Feb 18, 2026 |
| Swiss Life Asset Management Ltd | History | New | 874 | 340 | 0.0% | — | 214 | +874 | New | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | Reduced | 856 | 333 | 0.0% | 0.0% | 215 | -31 | -3.49% | Q4 2025 | Feb 05, 2026 |
| XML Financial, LLC | History | Added to | 851 | 331 | 0.03% | 0.02% | 216 | +301 | 54.73% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 844 | 328 | 0.01% | — | 217 | +844 | New | Q4 2025 | Feb 17, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 841 | 327 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 829 | 322 | 0.0% | — | 219 | +829 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 823 | 320 | 0.07% | — | 220 | +823 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 784 | 304 | 0.0% | — | 221 | +784 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 755 | 293 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | Added to | 739 | 287 | 0.0% | 0.0% | 223 | +101 | 15.83% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 739 | 287 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Forum Financial Management, LP | History | No change | 736 | 286 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 735 | 285 | 0.0% | 0.0% | 226 | +191 | 35.11% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 716 | 278 | 0.0% | 0.0% | 227 | -6 | -0.83% | Q4 2025 | Feb 12, 2026 |
| Ayrshire Capital Management LLC | History | Added to | 702 | 273 | 0.13% | 0.11% | 228 | +107 | 17.98% | Q4 2025 | Jan 28, 2026 |
| REXFORD CAPITAL INC | History | Added to | 700 | 272 | 0.21% | 0.18% | 229 | +100 | 16.67% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 695 | 270 | 0.03% | — | 230 | +695 | New | Q4 2025 | Jan 20, 2026 |
| Keebeck Wealth Management | History | New | 695 | 270 | 0.03% | — | 231 | +695 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 693 | 269 | 0.0% | 0.0% | 232 | -17 | -2.39% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Added to | 694 | 269 | 0.0% | 0.0% | 233 | +1 | 0.14% | Q4 2025 | Feb 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 673 | 261 | 0.02% | — | 234 | +673 | New | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Added to | 664 | 258 | 0.04% | 0.04% | 235 | +7 | 1.07% | Q4 2025 | Feb 02, 2026 |
| SkyOak Wealth, LLC | History | New | 658 | 255 | 0.05% | — | 236 | +658 | New | Q4 2025 | Feb 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 654 | 254 | 0.06% | — | 237 | +654 | New | Q4 2025 | Feb 13, 2026 |
| Diametric Capital, LP | History | Reduced | 647 | 251 | 0.07% | 0.11% | 238 | -103 | -13.73% | Q4 2025 | Feb 13, 2026 |
| denkapparat Operations GmbH | History | No change | 640 | 248 | 0.13% | 0.16% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 628 | 244 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 621 | 241 | 0.16% | 0.17% | 241 | -31 | -4.75% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 614 | 238 | 0.01% | 0.01% | 242 | +131 | 27.12% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 605 | 235 | 0.0% | — | 243 | +605 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 598 | 232 | 0.0% | — | 244 | +598 | New | Q4 2025 | Feb 12, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 592 | 230 | 0.04% | 0.19% | 245 | -1,775 | -74.99% | Q4 2025 | Jan 30, 2026 |
| Stirlingshire Investments, Inc. | History | New | 586 | 227 | 0.2% | — | 246 | +586 | New | Q4 2025 | Feb 11, 2026 |
| Impact Investors, Inc | History | No change | 573 | 222 | 0.15% | 0.15% | 247 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Advyzon Investment Management, LLC | History | New | 565 | 219 | 0.03% | — | 248 | +565 | New | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | New | 544 | 211 | 0.06% | — | 249 | +544 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 541 | 210 | 0.0% | 0.0% | 250 | +18 | 3.44% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 527 | 209 | 0.01% | — | 251 | +527 | New | Q4 2025 | Feb 12, 2026 |
| Trek Financial, LLC | History | Added to | 534 | 207 | 0.01% | 0.01% | 252 | +8 | 1.52% | Q4 2025 | Feb 04, 2026 |
| Darden Wealth Group Inc | History | No change | 520 | 202 | 0.1% | 0.11% | 253 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 519 | 201 | 0.0% | — | 254 | +519 | New | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 518 | 201 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AlphaQuest LLC | History | Added to | 512 | 199 | 0.01% | 0.01% | 256 | +69 | 15.58% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | New | 500 | 194 | 0.0% | — | 257 | +500 | New | Q4 2025 | Feb 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 455 | 177 | 0.0% | — | 258 | +455 | New | Q4 2025 | Feb 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 454 | 176 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 418 | 162 | 0.0% | 0.0% | 260 | +44 | 11.76% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 414 | 161 | 0.0% | — | 261 | +414 | New | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 400 | 155 | 0.0% | 0.0% | 262 | +28 | 7.53% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 383 | 148 | 0.0% | — | 264 | +383 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 382 | 148 | 0.0% | 0.0% | 263 | +106 | 38.41% | Q4 2025 | Mar 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 355 | 138 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 323 | 125 | 0.01% | — | 266 | +323 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 319 | 124 | 0.0% | 0.0% | 267 | +107 | 50.47% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 303 | 118 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 280 | 110 | 0.0% | 0.0% | 270 | +274 | 4566.67% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 284 | 110 | 0.0% | 0.0% | 269 | -5 | -1.73% | Q4 2025 | Feb 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 262 | 101 | 0.0% | 0.0% | 271 | +50 | 23.58% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 244 | 94 | 0.0% | 0.0% | 272 | +31 | 14.55% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 241 | 93 | 0.0% | 0.0% | 273 | -36 | -13.0% | Q4 2025 | Feb 17, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 220 | 85 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | No change | 213 | 82 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smithfield Trust Co | History | No change | 170 | 66 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 156 | 60 | 0.0% | 0.0% | 277 | +145 | 1318.18% | Q4 2025 | Feb 12, 2026 |
| Greenline Wealth Management LLC | History | New | 144 | 56 | 0.06% | — | 278 | +144 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 132 | 51 | 0.0% | 0.0% | 279 | +126 | 2100.0% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 125 | 49 | 0.0% | 0.0% | 280 | +38 | 43.68% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 124 | 48 | 0.0% | 0.0% | 281 | +46 | 58.97% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 111 | 43 | 0.0% | 0.0% | 282 | +13 | 13.27% | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 104 | 40 | 0.0% | 0.0% | 283 | -9 | -7.96% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | No change | 103 | 40 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 98 | 38 | 0.0% | — | 286 | +98 | New | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 98 | 38 | 0.0% | 0.0% | 285 | +77 | 366.67% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 75 | 29 | 0.0% | 0.0% | 287 | -57 | -43.18% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 70 | 27 | 0.0% | 0.0% | 288 | +10 | 16.67% | Q4 2025 | Feb 06, 2026 |
| Matrix Trust Co | History | Added to | 70 | 27 | 0.0% | 0.0% | 289 | +1 | 1.45% | Q4 2025 | Jan 13, 2026 |
| Covestor Ltd | History | Reduced | 57 | 23 | 0.01% | 0.02% | 290 | -51 | -47.22% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 61 | 23 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 59 | 22 | 0.0% | 0.0% | 292 | +37 | 168.18% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 57 | 22 | 0.0% | 0.0% | 293 | +2 | 3.64% | Q4 2025 | Feb 10, 2026 |
| Kemnay Advisory Services Inc. | History | New | 56 | 21 | 0.0% | — | 294 | +56 | New | Q4 2025 | Feb 17, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 51 | 20 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 47 | 19 | 0.0% | — | 296 | +47 | New | Q4 2025 | Jan 26, 2026 |
| EASTERN BANK | History | New | 46 | 17 | 0.0% | — | 298 | +46 | New | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 46 | 17 | 0.01% | — | 299 | +46 | New | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | Added to | 46 | 17 | 0.0% | 0.0% | 297 | +17 | 58.62% | Q4 2025 | Jan 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 41 | 15 | 0.0% | 0.0% | 301 | -670 | -94.23% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 40 | 15 | 0.0% | 0.0% | 300 | +3 | 8.11% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 41 | 15 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 37 | 14 | 0.0% | 0.0% | 303 | -1 | -2.63% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 32 | 12 | 0.0% | — | 305 | +32 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | New | 31 | 12 | 0.0% | — | 307 | +31 | New | Q4 2025 | Jan 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 32 | 12 | 0.0% | 0.0% | 306 | -19 | -37.25% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 32 | 12 | 0.0% | 0.0% | 304 | +1 | 3.23% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 30 | 11 | 0.0% | 0.0% | 308 | -3 | -9.09% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 28 | 10 | 0.0% | 0.0% | 309 | +2 | 7.69% | Q4 2025 | Feb 11, 2026 |
| Banque Cantonale Vaudoise | History | No change | 25 | 10 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 19 | 7 | 0.0% | 0.0% | 311 | +15 | 375.0% | Q4 2025 | Jan 26, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 18 | 7 | 0.0% | 0.0% | 312 | -3 | -14.29% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 20 | 7 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 16 | 6 | 0.0% | 0.0% | 316 | -132 | -89.19% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16 | 6 | 0.0% | 0.0% | 314 | +9 | 128.57% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 16 | 6 | 0.0% | 0.0% | 315 | +5 | 45.45% | Q4 2025 | Jan 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 13 | 5 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 4 | 0.0% | — | 319 | +12 | New | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 11 | 4 | 0.0% | — | 318 | +11 | New | Q4 2025 | Feb 05, 2026 |
| Rakuten Securities, Inc. | History | New | 8 | 3 | 0.0% | — | 324 | +8 | New | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 7 | 3 | 0.0% | 0.0% | 320 | -3 | -30.0% | Q4 2025 | Feb 05, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 10 | 3 | 0.0% | 0.0% | 321 | -2 | -16.67% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 10 | 3 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10 | 3 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 7 | 2 | 0.0% | — | 326 | +7 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | New | 6 | 2 | 0.0% | — | 329 | +6 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 6 | 2 | 0.0% | 0.0% | 325 | +2 | 50.0% | Q4 2025 | Feb 24, 2026 |
| Fortitude Family Office, LLC | History | Added to | 7 | 2 | 0.0% | 0.0% | 327 | +2 | 40.0% | Q4 2025 | Jan 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SHP Wealth Management | History | New | 4 | 1 | 0.0% | — | 333 | +4 | New | Q4 2025 | Mar 04, 2026 |
| WPG Advisers, LLC | History | New | 3 | 1 | 0.0% | — | 337 | +3 | New | Q4 2025 | Jan 28, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 3 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | No change | 3 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | No change | 5 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FUNDSMITH INVESTMENT SERVICES LTD. | History | Closed out | 0 | 0 | — | 0.21% | — | -33,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,676 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -5,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q3 2025 | Mar 30, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,793 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.04% | — | -1,680 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,638 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cannon Global Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -1,400 | -100.0% | Q3 2025 | Oct 28, 2025 |
| TradeLink Capital LLC | History | Closed out | 0 | 0 | — | 3.61% | — | -1,263 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,171 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,083 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,055 | -100.0% | Q3 2025 | Nov 14, 2025 |
| David J Yvars Group | History | Closed out | 0 | 0 | — | 0.17% | — | -820 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -636 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -546 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -524 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PVG ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.76% | — | -521 | -100.0% | Q3 2025 | Dec 31, 2025 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -508 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jackson, Grant Investment Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Oct 08, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Atlantic Private Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |