iSHARES TRUST - INDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 18,188,340 | 983,079 | 0.02% | 0.02% | 1 | +1,581,355 | 9.52% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,925,403 | 565,280 | 1.81% | 2.03% | 2 | -813,540 | -6.93% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 9,699,699 | 524,268 | 0.03% | 0.03% | 3 | -936,172 | -8.8% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,726,033 | 309,492 | 0.04% | 0.04% | 4 | -60,200 | -1.04% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 4,965,995 | 268,412 | 0.97% | 0.97% | 5 | -77,377 | -1.53% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,911,540 | 265,468 | 0.02% | 0.01% | 6 | +391,433 | 8.66% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 4,521,050 | 244,362 | 0.04% | 0.0% | 7 | +4,411,550 | 4028.81% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Added to | 4,501,107 | 243,284 | 0.41% | 0.4% | 8 | +76,197 | 1.72% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,752,302 | 202,811 | 0.01% | 0.02% | 9 | -1,915,492 | -33.8% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 3,101,513 | 167,636 | 0.01% | 0.01% | 10 | -526,987 | -14.52% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,911,671 | 157,375 | 0.03% | 0.02% | 11 | +254,355 | 9.57% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 2,756,739 | 149,043 | 0.03% | 0.03% | 12 | -208,727 | -7.04% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,742,200 | 148,215 | 0.06% | 0.03% | 13 | +1,360,041 | 98.4% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,617,410 | 141,471 | 0.02% | 0.01% | 14 | +547,738 | 26.46% | Q4 2025 | Mar 25, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 2,581,766 | 139,673 | 0.44% | 0.44% | 15 | -198,902 | -7.15% | Q4 2025 | Feb 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 2,393,426 | 129,364 | 3.08% | 2.83% | 16 | +117,034 | 5.14% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 2,393,426 | 129,364 | 2.66% | 2.39% | 17 | +117,034 | 5.14% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,351,715 | 127,110 | 0.04% | 0.04% | 18 | +42,510 | 1.84% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,317,341 | 125,252 | 0.02% | 0.02% | 19 | +770,483 | 49.81% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 2,298,237 | 124,219 | 0.02% | 0.02% | 20 | -6,292 | -0.27% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 2,166,077 | 117,076 | 0.03% | 0.01% | 21 | +1,613,865 | 292.25% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,951,928 | 105,501 | 0.01% | 0.01% | 22 | +129,296 | 7.09% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | Added to | 1,930,059 | 104,320 | 0.87% | 0.82% | 23 | +149,500 | 8.4% | Q4 2025 | Feb 12, 2026 |
| Phoenix Financial Ltd. | History | Added to | 1,916,772 | 103,601 | 1.12% | 0.64% | 24 | +914,310 | 91.21% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,891,541 | 102,237 | 0.08% | — | 25 | +1,891,541 | New | Q4 2025 | Feb 13, 2026 |
| Nipun Capital, L.P. | History | Added to | 1,679,555 | 90,779 | 41.43% | 58.94% | 26 | +85,210 | 5.34% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 1,542,617 | 83,378 | 0.15% | 0.13% | 27 | +3,550 | 0.23% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,536,207 | 83,032 | 0.03% | 0.02% | 28 | +56,396 | 3.81% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,466,305 | 79,253 | 0.01% | 0.01% | 29 | +28,527 | 1.98% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,362,646 | 73,651 | 0.02% | 0.02% | 30 | -25,484 | -1.84% | Q4 2025 | Feb 11, 2026 |
| USS Investment Management Ltd | History | New | 1,310,424 | 70,848 | 0.33% | — | 31 | +1,310,424 | New | Q4 2025 | Feb 13, 2026 |
| Ninety One North America, Inc. | History | Added to | 1,107,777 | 59,875 | 2.43% | 2.02% | 32 | +253,452 | 29.67% | Q4 2025 | Jan 27, 2026 |
| Invesco Ltd. | History | Added to | 1,101,424 | 59,531 | 0.01% | 0.01% | 33 | +431,901 | 64.51% | Q4 2025 | Feb 19, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 1,098,714 | 59,385 | 0.2% | 0.18% | 34 | +2,234 | 0.2% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,076,962 | 58,211 | 0.01% | — | 35 | +1,076,962 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 969,514 | 52,405 | 0.01% | 0.02% | 36 | -16,805 | -1.7% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 932,644 | 50,409 | 0.03% | 0.07% | 37 | -1,324,780 | -58.69% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 881,070 | 47,622 | 0.07% | 0.0% | 38 | +880,865 | 429690.24% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 878,900 | 47,504 | 0.01% | 0.02% | 39 | -237,064 | -21.24% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 821,258 | 44,388 | 0.0% | 0.0% | 40 | +686,700 | 510.34% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 809,216 | 43,738 | 0.01% | 0.01% | 41 | -1,039,315 | -56.22% | Q4 2025 | Feb 17, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 801,706 | 43,305 | 2.25% | 2.56% | 42 | -67,901 | -7.81% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 771,576 | 41,702 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 719,476 | 38,879 | 0.01% | 0.01% | 44 | -105,575 | -12.8% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 703,629 | 38,031 | 0.15% | 0.15% | 45 | -65,208 | -8.48% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 696,677 | 36,039 | 0.4% | 0.42% | 46 | -50,468 | -6.75% | Q4 2025 | Jan 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 656,243 | 35,469 | 1.21% | 0.78% | 47 | +266,375 | 68.32% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 637,141 | 34,437 | 0.03% | 0.02% | 48 | +303,494 | 90.96% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 623,693 | 33,710 | 0.03% | 0.03% | 49 | -23,126 | -3.58% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 617,404 | 33,370 | 0.01% | 0.02% | 50 | -109,612 | -15.08% | Q4 2025 | Feb 13, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 607,910 | 32,857 | 0.2% | — | 51 | +607,910 | New | Q4 2025 | Feb 02, 2026 |
| Rice Partnership, LLC | History | Added to | 604,901 | 32,694 | 4.42% | 4.24% | 52 | +31,868 | 5.56% | Q4 2025 | Feb 10, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 583,205 | 31,522 | 0.11% | 0.1% | 53 | +597 | 0.1% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | Added to | 578,179 | 31,250 | 0.83% | 0.09% | 54 | +481,624 | 498.81% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 551,737 | 29,821 | 0.04% | 0.04% | 55 | +18,574 | 3.48% | Q4 2025 | Feb 02, 2026 |
| Squarepoint Ops LLC | History | Added to | 551,517 | 29,809 | 0.03% | 0.02% | 56 | +233,576 | 73.47% | Q4 2025 | Feb 13, 2026 |
| BlueCrest Capital Management Ltd | History | Added to | 550,500 | 29,754 | 0.89% | 10.8% | 57 | +434,500 | 374.57% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 527,788 | 28,254 | 0.03% | 0.03% | 58 | +84,803 | 19.14% | Q4 2025 | Feb 18, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 521,953 | 28,211 | 0.19% | 0.04% | 59 | +426,967 | 449.51% | Q4 2025 | Feb 17, 2026 |
| OSTRUM ASSET MANAGEMENT | History | New | 520,000 | 28,145 | 1.35% | — | 60 | +520,000 | New | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 512,575 | 27,704 | 0.63% | 0.61% | 61 | -74,493 | -12.69% | Q4 2025 | Feb 17, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 512,300 | 27,689 | 0.24% | — | 62 | +512,300 | New | Q4 2025 | Feb 11, 2026 |
| Temasek Holdings (Private) Ltd | History | New | 512,000 | 27,673 | 0.09% | — | 63 | +512,000 | New | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 503,660 | 27,016 | 0.06% | — | 64 | +503,660 | New | Q4 2025 | Feb 09, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 486,511 | 26,320 | 0.07% | 0.07% | 65 | +24,014 | 5.19% | Q4 2025 | Feb 05, 2026 |
| Qtron Investments LLC | History | Reduced | 468,284 | 25,310 | 3.29% | 3.11% | 66 | -13,400 | -2.78% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 459,268 | 24,812 | 0.02% | 0.02% | 67 | +5,099 | 1.12% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 429,842 | 23,232 | 0.04% | 0.09% | 68 | -534,091 | -55.41% | Q4 2025 | Feb 13, 2026 |
| Gray Foundation | History | No change | 425,748 | 23,011 | 5.77% | 6.31% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 413,485 | 22,359 | 0.24% | 0.24% | 70 | -24,935 | -5.69% | Q4 2025 | Feb 10, 2026 |
| Capula Management Ltd | History | Added to | 411,100 | 22,219 | 0.11% | 0.02% | 71 | +350,000 | 572.83% | Q4 2025 | Feb 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 386,205 | 20,874 | 0.29% | 0.72% | 72 | -667,800 | -63.36% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 383,259 | 20,715 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 383,021 | 20,702 | 0.02% | 0.04% | 74 | -325,220 | -45.92% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 378,681 | 20,467 | 0.07% | 0.08% | 75 | -14 | -0.0% | Q4 2025 | Feb 13, 2026 |
| Euclidean Capital LLC | History | No change | 369,600 | 19,976 | 5.41% | 8.08% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | No change | 350,872 | 18,964 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUN LIFE FINANCIAL INC | History | Added to | 341,900 | 18,480 | 0.97% | 0.83% | 78 | +27,600 | 8.78% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | No change | 339,398 | 18,344 | 0.07% | 0.06% | 79 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Added to | 312,466 | 16,888 | 0.05% | 0.0% | 80 | +308,469 | 7717.51% | Q4 2025 | Jan 30, 2026 |
| Ninety One UK Ltd | History | Reduced | 309,763 | 16,742 | 0.04% | 0.06% | 81 | -246,133 | -44.28% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 294,385 | 15,911 | 0.04% | 0.03% | 82 | +62,852 | 27.15% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 286,006 | 15,458 | 0.04% | 0.04% | 83 | +51,623 | 22.03% | Q4 2025 | Jan 26, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 263,027 | 14,216 | 0.01% | — | 84 | +263,027 | New | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 260,654 | 14,088 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARDING LOEVNER LP | History | Added to | 253,039 | 13,676 | 0.12% | 0.06% | 86 | +95,340 | 60.46% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | New | 247,800 | 12,900 | 0.05% | — | 87 | +247,800 | New | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 217,155 | 11,737 | 0.01% | 0.01% | 88 | +9,730 | 4.69% | Q4 2025 | Feb 13, 2026 |
| NWI MANAGEMENT LP | History | Reduced | 210,000 | 11,350 | 0.52% | 2.16% | 89 | -566,900 | -72.97% | Q4 2025 | Feb 17, 2026 |
| DUMAC, INC. | History | New | 201,973 | 10,916 | 1.68% | — | 90 | +201,973 | New | Q4 2025 | Feb 10, 2026 |
| AIA Group Ltd | History | No change | 201,835 | 10,909 | 0.16% | 0.19% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 201,544 | 10,888 | 0.01% | 0.01% | 92 | -66,642 | -24.85% | Q4 2025 | Mar 20, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 196,459 | 10,618 | 5.03% | 4.71% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 194,512 | 10,513 | 0.02% | 0.02% | 94 | -10,138 | -4.95% | Q4 2025 | Jan 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 183,073 | 9,895 | 0.74% | 1.13% | 95 | -110,196 | -37.58% | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 181,138 | 9,790 | 0.91% | 0.5% | 96 | +84,961 | 88.34% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 179,544 | 9,704 | 0.47% | 0.42% | 97 | +11,434 | 6.8% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 178,593 | 9,653 | 0.01% | 0.02% | 98 | -85,383 | -32.34% | Q4 2025 | Feb 17, 2026 |
| Randolph Co Inc | History | Added to | 175,306 | 9,475 | 0.91% | 0.88% | 99 | +2,368 | 1.37% | Q4 2025 | Feb 11, 2026 |
| SPINNAKER TRUST | History | Reduced | 168,025 | 9,081 | 0.49% | 0.49% | 100 | -100 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Vestcor Inc | History | Reduced | 166,364 | 8,992 | 0.26% | 0.37% | 101 | -68,900 | -29.29% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 164,736 | 8,903 | 0.07% | — | 102 | +164,736 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 164,736 | 8,903 | 0.11% | — | 103 | +164,736 | New | Q4 2025 | Feb 02, 2026 |
| Aspen Grove Capital, LLC | History | No change | 158,199 | 8,550 | 1.48% | 1.39% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Capital, Inc. | History | Reduced | 155,855 | 8,423 | 0.83% | 0.8% | 105 | -650 | -0.42% | Q4 2025 | Feb 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 155,423 | 8,405 | 0.76% | 0.71% | 106 | +41,242 | 36.12% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 152,143 | 8,223 | 0.02% | 0.02% | 107 | +17,939 | 13.37% | Q4 2025 | Feb 05, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 150,775 | 8,149 | 3.62% | 2.55% | 108 | +38,366 | 34.13% | Q4 2025 | Jan 20, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 149,881 | 8,108 | 0.14% | 0.13% | 109 | +11,752 | 8.51% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 148,278 | 8,014 | 0.08% | 0.15% | 110 | -95,301 | -39.13% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 149,869 | 7,876 | 0.02% | 0.02% | 111 | +3,194 | 2.18% | Q4 2025 | Feb 10, 2026 |
| Polianta Ltd | History | Added to | 145,500 | 7,864 | 1.03% | 2.94% | 112 | +8,400 | 6.13% | Q4 2025 | Jan 15, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 144,289 | 7,798 | 2.13% | 1.78% | 113 | +25,662 | 21.63% | Q4 2025 | Jan 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 139,000 | 7,512 | 0.02% | 0.06% | 114 | -302,100 | -68.49% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 131,965 | 7,132 | 0.01% | 0.01% | 115 | -40,410 | -23.44% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 130,057 | 7,029 | 0.02% | 0.02% | 116 | +3,420 | 2.7% | Q4 2025 | Feb 10, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 128,095 | 6,923 | 1.08% | 1.07% | 117 | +8,752 | 7.33% | Q4 2025 | Feb 10, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 125,608 | 6,789 | 0.35% | 0.35% | 118 | -2,981 | -2.32% | Q4 2025 | Jan 27, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 125,454 | 6,780 | 0.01% | 0.01% | 119 | +16,818 | 15.48% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 124,793 | 6,745 | 0.01% | 0.01% | 120 | -8,900 | -6.66% | Q4 2025 | Feb 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 121,724 | 6,579 | 2.41% | 2.39% | 121 | +11,477 | 10.41% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 119,531 | 6,464 | 0.01% | 0.01% | 122 | -45,083 | -27.39% | Q4 2025 | Jan 08, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 118,624 | 6,411 | 0.38% | 0.33% | 123 | +11,405 | 10.64% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 116,306 | 6,286 | 0.0% | 0.0% | 124 | -26,844 | -18.75% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 115,499 | 6,242 | 0.23% | 0.22% | 125 | +2,661 | 2.36% | Q4 2025 | Feb 02, 2026 |
| NewSquare Capital LLC | History | Reduced | 114,851 | 6,207 | 0.55% | 0.44% | 126 | -10,633 | -8.47% | Q4 2025 | Feb 17, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 114,654 | 6,197 | 2.78% | 2.87% | 127 | -341 | -0.3% | Q4 2025 | Jan 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 113,500 | 6,134 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 107,321 | 5,800 | 4.6% | 1.59% | 129 | +75,302 | 235.18% | Q4 2025 | Feb 11, 2026 |
| ALTFEST L J & CO INC | History | New | 105,405 | 5,697 | 0.62% | — | 130 | +105,405 | New | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 105,145 | 5,683 | 0.0% | 0.0% | 131 | -2,301 | -2.14% | Q4 2025 | Feb 17, 2026 |
| BCWM, LLC | History | Added to | 105,140 | 5,682 | 1.7% | 1.61% | 132 | +2,025 | 1.96% | Q4 2025 | Feb 11, 2026 |
| SIH Partners, LLLP | History | No change | 105,000 | 5,675 | 0.11% | 0.16% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 104,479 | 5,647 | 0.03% | — | 134 | +104,479 | New | Q4 2025 | Feb 18, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 104,022 | 5,622 | 0.48% | 0.49% | 135 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 102,374 | 5,538 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 100,481 | 5,430 | 0.66% | 0.69% | 137 | -1,936 | -1.89% | Q4 2025 | Jan 07, 2026 |
| HRT FINANCIAL LP | History | New | 99,857 | 5,397 | 0.02% | — | 138 | +99,857 | New | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | New | 97,176 | 5,252 | 0.01% | — | 139 | +97,176 | New | Q4 2025 | Jan 09, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 94,194 | 5,091 | 0.03% | — | 140 | +94,194 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 93,060 | 5,029 | 0.55% | 0.58% | 141 | -4,580 | -4.69% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 92,346 | 4,991 | 0.01% | 0.01% | 142 | +1,239 | 1.36% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 91,702 | 4,956 | 0.03% | 0.03% | 143 | +1,260 | 1.39% | Q4 2025 | Jan 29, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 88,875 | 4,803 | 0.45% | 0.42% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 86,534 | 4,680 | 0.01% | 0.02% | 145 | -239,620 | -73.47% | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 86,505 | 4,675 | 0.72% | 0.19% | 146 | +62,617 | 262.13% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 85,655 | 4,629 | 1.48% | 1.31% | 147 | +11,045 | 14.8% | Q4 2025 | Feb 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 85,288 | 4,609 | 0.01% | — | 148 | +85,288 | New | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Added to | 81,940 | 4,427 | 0.12% | 0.09% | 149 | +16,976 | 26.13% | Q4 2025 | Feb 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 80,602 | 4,356 | 0.1% | 0.07% | 150 | +21,221 | 35.74% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 80,141 | 4,335 | 0.0% | — | 151 | +80,141 | New | Q4 2025 | Feb 17, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 80,150 | 4,332 | 1.04% | 0.06% | 152 | +75,615 | 1667.36% | Q4 2025 | Feb 11, 2026 |
| Mechanics Bank Trust Department | History | Added to | 79,638 | 4,304 | 0.56% | 0.53% | 153 | +6,495 | 8.88% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 78,954 | 4,266 | 0.01% | 0.01% | 154 | +2,672 | 3.5% | Q4 2025 | Mar 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 78,649 | 4,250 | 0.03% | 0.04% | 155 | -4,653 | -5.59% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 78,313 | 4,233 | 0.0% | 0.0% | 156 | +1,180 | 1.53% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 77,250 | 4,176 | 0.0% | 0.0% | 157 | +6,032 | 8.47% | Q4 2025 | Feb 17, 2026 |
| Niles Investment Management, LLC | History | New | 75,862 | 4,100 | 3.12% | — | 158 | +75,862 | New | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 75,050 | 4,056 | 0.0% | 0.0% | 159 | -11,951 | -13.74% | Q4 2025 | Jan 30, 2026 |
| SIG BROKERAGE, LP | History | No change | 74,572 | 4,030 | 0.13% | 0.11% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 74,340 | 4,018 | 0.18% | 0.64% | 161 | -250,000 | -77.08% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 72,842 | 3,937 | 0.0% | 0.0% | 162 | -5,872 | -7.46% | Q4 2025 | Feb 10, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 72,544 | 3,921 | 0.22% | 0.23% | 163 | -2,624 | -3.49% | Q4 2025 | Feb 03, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 72,329 | 3,909 | 1.7% | 1.47% | 164 | +6,948 | 10.63% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,272 | 3,798 | 0.02% | 0.0% | 165 | +57,905 | 468.22% | Q4 2025 | Feb 13, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 70,232 | 3,796 | 0.03% | — | 166 | +70,232 | New | Q4 2025 | Feb 12, 2026 |
| EFG International AG | History | New | 68,893 | 3,723 | 0.07% | — | 167 | +68,893 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 68,411 | 3,598 | 0.0% | 0.01% | 168 | +2,062 | 3.11% | Q4 2025 | Feb 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 66,500 | 3,594 | 0.03% | 0.03% | 169 | +5,500 | 9.02% | Q4 2025 | Feb 10, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 65,782 | 3,555 | 1.64% | 1.49% | 170 | +6,414 | 10.8% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 65,328 | 3,530 | 0.09% | 0.1% | 171 | -1,686 | -2.52% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 65,011 | 3,513 | 1.96% | 1.97% | 172 | +1,384 | 2.18% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 64,879 | 3,506 | 0.02% | 0.02% | 173 | -2,770 | -4.09% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 64,572 | 3,490 | 0.09% | 0.09% | 174 | +561 | 0.88% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 63,802 | 3,449 | 0.01% | 0.01% | 175 | +16,700 | 35.45% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 62,229 | 3,363 | 0.0% | 0.01% | 176 | -17,496 | -21.95% | Q4 2025 | Feb 11, 2026 |
| Asset Management One Co., Ltd. | History | No change | 60,869 | 3,289 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 59,961 | 3,240 | 0.85% | 0.81% | 178 | +1,381 | 2.36% | Q4 2025 | Jan 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 59,251 | 3,202 | 0.02% | 0.03% | 179 | +2,100 | 3.67% | Q4 2025 | Feb 11, 2026 |
| Pertento Partners LLP | History | No change | 58,419 | 3,157 | 0.3% | 0.35% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 57,980 | 3,133 | 1.65% | — | 181 | +57,980 | New | Q4 2025 | Feb 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 57,836 | 3,126 | 0.02% | 0.01% | 182 | +8,580 | 17.42% | Q4 2025 | Jan 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 57,643 | 3,123 | 0.02% | 0.02% | 183 | +541 | 0.95% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 57,591 | 3,112 | 0.67% | 0.63% | 184 | +6,327 | 12.34% | Q4 2025 | Feb 02, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 57,463 | 3,105 | 0.08% | 0.11% | 185 | -32,536 | -36.15% | Q4 2025 | Jan 28, 2026 |
| LCNB CORP | History | Added to | 57,054 | 3,083 | 1.03% | 1.0% | 186 | +1,977 | 3.59% | Q4 2025 | Feb 10, 2026 |
| Pictet North America Advisors SA | History | Reduced | 56,832 | 3,074 | 0.29% | 0.28% | 187 | -215 | -0.38% | Q4 2025 | Jan 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 56,566 | 3,057 | 0.0% | 0.0% | 188 | +3,585 | 6.77% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | New | 55,126 | 2,979 | 0.03% | — | 189 | +55,126 | New | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 55,088 | 2,977 | 0.0% | 0.01% | 190 | -55,238 | -50.07% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 55,032 | 2,974 | 0.0% | 0.0% | 191 | -77,864 | -58.59% | Q4 2025 | Feb 10, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 55,000 | 2,972 | 2.56% | 2.39% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 54,615 | 2,951 | 2.35% | 2.64% | 194 | -6,985 | -11.34% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 54,606 | 2,951 | 0.04% | 0.04% | 193 | -1,877 | -3.32% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 54,434 | 2,942 | 0.0% | 0.0% | 195 | -6,238 | -10.28% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 54,152 | 2,926 | 0.01% | 0.01% | 196 | -656 | -1.2% | Q4 2025 | Mar 16, 2026 |
| ABC ARBITRAGE SA | History | New | 54,083 | 2,923 | 0.27% | — | 197 | +54,083 | New | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 53,285 | 2,880 | 0.01% | 0.01% | 198 | -982 | -1.81% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 53,132 | 2,871 | 0.0% | 0.0% | 199 | +2,873 | 5.72% | Q4 2025 | Feb 17, 2026 |
| Custos Family Office, LLC | History | Reduced | 50,324 | 2,720 | 1.86% | 1.93% | 200 | -15,115 | -23.1% | Q4 2025 | Feb 17, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 50,000 | 2,702 | 2.52% | — | 201 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 49,093 | 2,653 | 0.02% | 0.0% | 202 | +47,974 | 4287.22% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 48,123 | 2,601 | 0.0% | 0.01% | 203 | -81,577 | -62.9% | Q4 2025 | Feb 13, 2026 |
| Tikvah Management LLC | History | No change | 47,200 | 2,551 | 0.68% | 0.73% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cercano Management LLC | History | No change | 46,470 | 2,511 | 0.1% | 0.09% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 45,721 | 2,471 | 0.25% | 0.23% | 206 | +12,843 | 39.06% | Q4 2025 | Jan 12, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 45,551 | 2,465 | 0.09% | 0.08% | 207 | +2,384 | 5.52% | Q4 2025 | Feb 06, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 45,391 | 2,453 | 1.62% | 1.51% | 208 | +2,241 | 5.19% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 44,123 | 2,384 | 0.02% | 0.02% | 209 | -1,653 | -3.61% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 43,734 | 2,363 | 0.02% | 0.01% | 210 | +29,347 | 203.98% | Q4 2025 | Feb 11, 2026 |
| Coastline Trust Co | History | Added to | 42,457 | 2,294 | 0.22% | 0.2% | 211 | +7,300 | 20.76% | Q4 2025 | Jan 05, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 41,900 | 2,264 | 0.01% | 0.01% | 212 | +4,500 | 12.03% | Q4 2025 | Feb 09, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 41,894 | 2,264 | 0.08% | 0.09% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 41,868 | 2,262 | 0.03% | 0.02% | 214 | -1,242 | -2.88% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 41,847 | 2,261 | 0.0% | 0.01% | 215 | -53,153 | -55.95% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 41,800 | 2,259 | 0.01% | — | 216 | +41,800 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 41,556 | 2,246 | 0.0% | 0.0% | 217 | -649 | -1.54% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 41,204 | 2,227 | 0.3% | 0.19% | 218 | +15,079 | 57.72% | Q4 2025 | Jan 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 41,141 | 2,223 | 0.01% | 0.01% | 219 | +26,694 | 184.77% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 40,759 | 2,203 | 0.0% | 0.0% | 220 | -26,841 | -39.71% | Q4 2025 | Jan 23, 2026 |
| Cullen Capital Management, LLC | History | Added to | 40,331 | 2,179 | 0.02% | 0.02% | 221 | +1,666 | 4.31% | Q4 2025 | Feb 13, 2026 |
| Smart Portfolios, LLC | History | Reduced | 39,927 | 2,158 | 2.15% | 2.26% | 222 | -5,114 | -11.35% | Q4 2025 | Jan 30, 2026 |
| V2 Financial group LLC | History | Reduced | 38,541 | 2,083 | 1.03% | 1.15% | 223 | -1,183 | -2.98% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | Reduced | 38,495 | 2,080 | 0.03% | 0.03% | 224 | -1,566 | -3.91% | Q4 2025 | Feb 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 38,000 | 2,053 | 0.15% | 0.15% | 225 | -33 | -0.09% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 38,000 | 2,053 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 37,449 | 2,024 | 0.0% | 0.0% | 227 | -264 | -0.7% | Q4 2025 | Feb 06, 2026 |
| Castellan Group | History | New | 34,884 | 1,885 | 0.24% | — | 228 | +34,884 | New | Q4 2025 | Jan 23, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 34,049 | 1,840 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 33,847 | 1,829 | 0.19% | 0.21% | 230 | -2,940 | -7.99% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 33,350 | 1,802 | 0.02% | 0.02% | 231 | +25 | 0.08% | Q4 2025 | Jan 29, 2026 |
| Consolidated Investment Group LLC | History | No change | 33,045 | 1,786 | 0.21% | 0.21% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Avestar Capital, LLC | History | Reduced | 32,731 | 1,769 | 0.11% | 0.12% | 233 | -1,930 | -5.57% | Q4 2025 | Feb 10, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 32,272 | 1,744 | 1.18% | 0.92% | 234 | +5,697 | 21.44% | Q4 2025 | Feb 04, 2026 |
| Congress Park Capital LLC | History | New | 31,425 | 1,698 | 0.51% | — | 235 | +31,425 | New | Q4 2025 | Jan 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 31,249 | 1,689 | 0.0% | 0.0% | 236 | +10,173 | 48.27% | Q4 2025 | Feb 10, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 31,015 | 1,676 | 0.23% | — | 237 | +31,015 | New | Q4 2025 | Feb 20, 2026 |
| Clearstead Advisors, LLC | History | New | 30,344 | 1,640 | 0.02% | — | 238 | +30,344 | New | Q4 2025 | Feb 09, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 30,176 | 1,630 | 0.75% | 0.71% | 239 | +13 | 0.04% | Q4 2025 | Feb 09, 2026 |
| V-Square Quantitative Management LLC | History | No change | 30,045 | 1,623 | 0.17% | 0.26% | 240 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Black Maple Capital Management LP | History | Reduced | 30,000 | 1,621 | 1.13% | 0.83% | 241 | -3,000 | -9.09% | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 29,904 | 1,617 | 0.11% | 0.13% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | New | 29,883 | 1,615 | 0.1% | — | 243 | +29,883 | New | Q4 2025 | Feb 17, 2026 |
| GAM Holding AG | History | Added to | 29,580 | 1,601 | 0.1% | 0.08% | 244 | +5,920 | 25.02% | Q4 2025 | Feb 17, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 29,492 | 1,594 | 0.75% | 1.18% | 245 | -11,797 | -28.57% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,494 | 1,594 | 0.01% | 0.0% | 246 | +10,077 | 51.9% | Q4 2025 | Feb 18, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 27,448 | 1,484 | 0.05% | 0.08% | 247 | -11,949 | -30.33% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 26,609 | 1,438 | 0.01% | 0.0% | 248 | +24,951 | 1504.89% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 26,316 | 1,422 | 0.01% | 0.0% | 249 | +6,411 | 32.21% | Q4 2025 | Feb 09, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 26,283 | 1,421 | 0.09% | 0.07% | 250 | +5,250 | 24.96% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 26,207 | 1,416 | 0.2% | 0.21% | 251 | +160 | 0.61% | Q4 2025 | Jan 12, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 26,115 | 1,411 | 0.43% | 0.36% | 252 | +2,030 | 8.43% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 25,850 | 1,397 | 0.0% | — | 253 | +25,850 | New | Q4 2025 | Feb 13, 2026 |
| Benchmark Financial, LLC | History | New | 25,827 | 1,395 | 1.39% | — | 254 | +25,827 | New | Q4 2025 | Jan 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 27,171 | 1,392 | 0.03% | 0.04% | 255 | -651 | -2.34% | Q4 2025 | Jan 28, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 25,376 | 1,371 | 0.46% | 0.38% | 256 | +1,528 | 6.41% | Q4 2025 | Jan 13, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 25,000 | 1,351 | 0.01% | 0.01% | 257 | -10,000 | -28.57% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 23,676 | 1,279 | 0.02% | 0.02% | 258 | -6,521 | -21.59% | Q4 2025 | Feb 02, 2026 |
| NVWM, LLC | History | Added to | 23,503 | 1,270 | 0.28% | 0.27% | 259 | +412 | 1.78% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 23,358 | 1,262 | 0.02% | 0.02% | 260 | +170 | 0.73% | Q4 2025 | Feb 17, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 23,177 | 1,252 | 0.71% | 0.73% | 261 | -333 | -1.42% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 23,161 | 1,251 | 0.18% | 0.18% | 262 | -150 | -0.64% | Q4 2025 | Feb 10, 2026 |
| McAdam, LLC | History | Added to | 23,124 | 1,249 | 0.06% | 0.05% | 263 | +2,780 | 13.66% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 23,015 | 1,243 | 0.03% | 0.03% | 264 | +3,107 | 15.61% | Q4 2025 | Jan 28, 2026 |
| Solstein Capital, LLC | History | Added to | 22,668 | 1,225 | 0.49% | 0.23% | 265 | +3,375 | 17.49% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 22,377 | 1,209 | 0.0% | 0.0% | 266 | -3,889 | -14.81% | Q4 2025 | Feb 17, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 23,117 | 1,197 | 0.29% | 0.22% | 267 | +7,694 | 49.89% | Q4 2025 | Jan 23, 2026 |
| Aberdeen Group plc | History | Reduced | 22,004 | 1,189 | 0.0% | 0.01% | 268 | -41,418 | -65.31% | Q4 2025 | Jan 16, 2026 |
| PEAK6 LLC | History | New | 21,303 | 1,151 | 0.0% | — | 269 | +21,303 | New | Q4 2025 | Mar 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 21,165 | 1,143 | 0.01% | 0.01% | 270 | +8,325 | 64.84% | Q4 2025 | Feb 05, 2026 |
| OneAscent Financial Services LLC | History | New | 20,916 | 1,130 | 0.1% | — | 271 | +20,916 | New | Q4 2025 | Feb 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 20,593 | 1,113 | 0.27% | 0.27% | 272 | +91 | 0.44% | Q4 2025 | Feb 09, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 20,592 | 1,112 | 0.0% | 0.0% | 273 | +12,641 | 158.99% | Q4 2025 | Feb 12, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 20,523 | 1,109 | 0.93% | 1.14% | 274 | -3,395 | -14.19% | Q4 2025 | Feb 09, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 89,810 | 1,106 | 0.01% | 0.06% | 275 | +7,996 | 9.77% | Q4 2025 | Jan 05, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 20,361 | 1,100 | 0.18% | 0.21% | 276 | -1,092 | -5.09% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 20,325 | 1,099 | 1.35% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| CacheTech Inc. | History | New | 20,190 | 1,091 | 0.2% | — | 278 | +20,190 | New | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 20,168 | 1,090 | 0.05% | 0.01% | 279 | +14,839 | 278.46% | Q4 2025 | Feb 13, 2026 |
| Manatuck Hill Partners, LLC | History | New | 20,000 | 1,081 | 0.38% | — | 280 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 20,973 | 1,081 | 0.14% | 0.15% | 281 | +56 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 19,885 | 1,074 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,441 | 1,050 | 0.01% | 0.01% | 283 | +587 | 3.11% | Q4 2025 | Feb 17, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 19,366 | 1,046 | 0.36% | — | 284 | +19,366 | New | Q4 2025 | Jan 26, 2026 |
| Boltwood Capital Management | History | Reduced | 19,225 | 1,039 | 0.27% | 0.27% | 285 | -200 | -1.03% | Q4 2025 | Jan 02, 2026 |
| Steadtrust LLC | History | Added to | 18,978 | 1,025 | 0.63% | 0.66% | 286 | +250 | 1.33% | Q4 2025 | Jan 21, 2026 |
| Baldwin Investment Management, LLC | History | No change | 18,746 | 1,013 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWC Advisors, LLC. | History | Added to | 18,618 | 1,006 | 0.49% | 0.45% | 288 | +901 | 5.09% | Q4 2025 | Jan 26, 2026 |
| Copia Wealth Management | History | Reduced | 18,126 | 979 | 0.7% | 0.76% | 289 | -1,577 | -8.0% | Q4 2025 | Feb 06, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 18,059 | 976 | 1.02% | 0.52% | 290 | +6,392 | 54.79% | Q4 2025 | Jan 23, 2026 |
| Smith Group Asset Management, LLC | History | New | 17,950 | 968 | 0.05% | — | 292 | +17,950 | New | Q4 2025 | Feb 10, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 17,912 | 968 | 0.04% | 0.04% | 291 | -1,068 | -5.63% | Q4 2025 | Jan 14, 2026 |
| Mount Lucas Management LP | History | New | 17,477 | 944 | 0.38% | — | 293 | +17,477 | New | Q4 2025 | Feb 05, 2026 |
| OBSIDIAN CIO, LLC | History | New | 18,160 | 923 | 1.37% | — | 294 | +18,160 | New | Q4 2025 | Feb 18, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 17,025 | 920 | 0.35% | 0.76% | 295 | -21,060 | -55.3% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 16,498 | 891 | 0.02% | 0.02% | 296 | +4,700 | 39.84% | Q4 2025 | Feb 02, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 16,455 | 889 | 0.04% | 0.03% | 297 | +2,263 | 15.95% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 16,343 | 883 | 0.02% | 0.02% | 298 | -53 | -0.32% | Q4 2025 | Jan 30, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 15,917 | 860 | 0.12% | 0.1% | 299 | +2,942 | 22.67% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 15,884 | 858 | 0.01% | 0.01% | 300 | +3,335 | 26.58% | Q4 2025 | Jan 21, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 15,662 | 846 | 0.19% | 0.19% | 301 | -40 | -0.25% | Q4 2025 | Feb 05, 2026 |
| Global Endowment Management, LP | History | No change | 15,500 | 838 | 0.1% | 0.1% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Citizens National Bank Trust Department | History | Added to | 15,340 | 829 | 0.14% | 0.14% | 303 | +318 | 2.12% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 15,336 | 828 | 0.01% | 0.01% | 304 | -1,613 | -9.52% | Q4 2025 | Jan 16, 2026 |
| Aubrey Capital Management Ltd | History | Added to | 15,287 | 826 | 0.33% | 0.17% | 305 | +5,000 | 48.61% | Q4 2025 | Feb 04, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 15,150 | 818 | 0.02% | 0.02% | 306 | -2,200 | -12.68% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 15,116 | 817 | 0.01% | 0.0% | 307 | +9,363 | 162.75% | Q4 2025 | Feb 11, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 15,080 | 815 | 0.05% | 0.05% | 308 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Reduced | 15,065 | 814 | 0.01% | 0.01% | 309 | -1,222 | -7.5% | Q4 2025 | Jan 15, 2026 |
| HB Wealth Management, LLC | History | New | 15,041 | 812 | 0.01% | — | 310 | +15,041 | New | Q4 2025 | Jan 28, 2026 |
| Rathbones Group PLC | History | Added to | 14,915 | 806 | 0.0% | 0.0% | 311 | +105 | 0.71% | Q4 2025 | Feb 06, 2026 |
| Legacy Bridge, LLC | History | Added to | 14,889 | 804 | 0.33% | 0.32% | 312 | +80 | 0.54% | Q4 2025 | Jan 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 14,596 | 788 | 0.0% | 0.0% | 313 | +8,092 | 124.42% | Q4 2025 | Feb 12, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 14,300 | 772 | 0.13% | 0.13% | 314 | -1,000 | -6.54% | Q4 2025 | Jan 29, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 14,278 | 771 | 0.15% | 0.12% | 315 | +2,878 | 25.25% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 14,236 | 769 | 0.0% | 0.0% | 316 | +4,836 | 51.45% | Q4 2025 | Feb 13, 2026 |
| Unconventional Investor, LLC | History | Reduced | 14,244 | 769 | 0.37% | 0.39% | 317 | -586 | -3.95% | Q4 2025 | Feb 05, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 14,071 | 760 | 0.17% | 0.18% | 318 | -1,108 | -7.3% | Q4 2025 | Jan 20, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 14,053 | 759 | 0.13% | 0.13% | 319 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Reduced | 13,900 | 751 | 0.36% | 0.7% | 320 | -16,300 | -53.97% | Q4 2025 | Feb 03, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 13,706 | 740 | 0.28% | 0.26% | 321 | +521 | 3.95% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | No change | 13,682 | 739 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,456 | 727 | 0.02% | 0.02% | 323 | -530 | -3.79% | Q4 2025 | Jan 07, 2026 |
| Brookwood Investment Group LLC | History | Added to | 13,299 | 718 | 0.09% | 0.08% | 324 | +908 | 7.33% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,251 | 716 | 0.0% | 0.0% | 325 | +5,212 | 64.83% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 13,232 | 715 | 0.05% | 0.03% | 326 | +4,780 | 56.55% | Q4 2025 | Jan 08, 2026 |
| DV EQUITIES, LLC | History | New | 12,898 | 697 | 0.13% | — | 327 | +12,898 | New | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 12,913 | 697 | 0.39% | 0.28% | 328 | +2,846 | 28.27% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,681 | 685 | 0.01% | 0.01% | 330 | +4,003 | 46.13% | Q4 2025 | Feb 02, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Added to | 12,676 | 685 | 0.62% | 0.59% | 329 | +2,794 | 28.27% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 12,679 | 685 | 0.09% | 0.08% | 331 | +563 | 4.65% | Q4 2025 | Feb 11, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 12,668 | 684 | 0.1% | 0.1% | 332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,629 | 683 | 0.0% | 0.0% | 333 | +2,542 | 25.2% | Q4 2025 | Feb 05, 2026 |
| Savior LLC | History | Added to | 12,554 | 678 | 2.45% | 2.9% | 334 | +19 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Revisor Wealth Management LLC | History | Added to | 12,470 | 659 | 0.18% | 0.09% | 336 | +7,423 | 147.08% | Q4 2025 | Jan 27, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 12,208 | 659 | 0.14% | 0.14% | 335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 12,152 | 656 | 0.01% | 0.02% | 337 | -14,888 | -55.06% | Q4 2025 | Feb 17, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 12,251 | 654 | 0.28% | 0.28% | 338 | +1,262 | 11.48% | Q4 2025 | Feb 17, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 12,115 | 654 | 0.29% | 0.28% | 339 | +206 | 1.73% | Q4 2025 | Jan 15, 2026 |
| OMNI 360 Wealth, Inc. | History | New | 12,242 | 651 | 0.33% | — | 340 | +12,242 | New | Q4 2025 | Jan 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,019 | 649 | 0.01% | — | 341 | +12,019 | New | Q4 2025 | Feb 17, 2026 |
| BigSur Wealth Management LLC | History | No change | 12,000 | 648 | 0.16% | 0.15% | 342 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Peak Planning Group, LLC | History | New | 11,881 | 642 | 0.18% | — | 344 | +11,881 | New | Q4 2025 | Feb 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 11,885 | 642 | 0.07% | 0.1% | 343 | -2,632 | -18.13% | Q4 2025 | Feb 17, 2026 |
| Marathon Trading Investment Management LLC | History | New | 11,790 | 637 | 0.01% | — | 345 | +11,790 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,550 | 624 | 0.02% | 0.06% | 346 | -4,647 | -28.69% | Q4 2025 | Feb 04, 2026 |
| GK Wealth Management LLC | History | Added to | 11,410 | 616 | 0.41% | 0.4% | 347 | +940 | 8.98% | Q4 2025 | Jan 05, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 11,340 | 612 | 0.06% | 0.05% | 349 | +1,449 | 14.65% | Q4 2025 | Jan 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,329 | 612 | 0.01% | 0.01% | 348 | -5 | -0.04% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | Added to | 11,300 | 610 | 0.07% | 0.06% | 350 | +500 | 4.63% | Q4 2025 | Feb 03, 2026 |
| NORDEN GROUP LLC | History | Added to | 10,805 | 584 | 0.06% | 0.05% | 351 | +2,201 | 25.58% | Q4 2025 | Jan 13, 2026 |
| Keel Point, LLC | History | No change | 10,621 | 574 | 0.03% | 0.03% | 352 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,606 | 573 | 0.0% | 0.0% | 353 | +1,152 | 12.19% | Q4 2025 | Jan 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 10,579 | 571 | 0.02% | 0.02% | 354 | +430 | 4.24% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,425 | 563 | 0.0% | 0.0% | 355 | +1,464 | 16.34% | Q4 2025 | Feb 18, 2026 |
| Glaxis Capital Management, LLC | History | New | 10,275 | 555 | 0.95% | — | 356 | +10,275 | New | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,157 | 549 | 0.02% | 0.02% | 357 | +295 | 2.99% | Q4 2025 | Feb 12, 2026 |
| Bensler, LLC | History | No change | 9,835 | 531 | 0.05% | 0.05% | 358 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,811 | 530 | 0.0% | 0.0% | 359 | -111 | -1.12% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,787 | 528 | 0.02% | 0.02% | 360 | -233 | -2.33% | Q4 2025 | Feb 19, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,740 | 526 | 0.12% | 0.16% | 361 | -3,875 | -28.46% | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Reduced | 9,664 | 522 | 0.24% | 0.23% | 362 | -2 | -0.02% | Q4 2025 | Jan 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,639 | 520 | 0.01% | 0.01% | 363 | -3,099 | -24.33% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 9,605 | 519 | 0.02% | 0.02% | 364 | +2,535 | 35.86% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 9,584 | 518 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 9,547 | 516 | 0.07% | 0.07% | 366 | +579 | 6.46% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | New | 9,510 | 514 | 0.02% | — | 367 | +9,510 | New | Q4 2025 | Jan 06, 2026 |
| Quantinno Capital Management LP | History | New | 9,506 | 513 | 0.0% | — | 369 | +9,506 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 9,497 | 513 | 0.0% | — | 368 | +9,497 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 9,474 | 512 | 0.0% | 0.0% | 370 | -821 | -7.97% | Q4 2025 | Feb 12, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 9,395 | 507 | 0.09% | 0.09% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,917 | 481 | 0.03% | 0.04% | 372 | -2,120 | -19.21% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,766 | 473 | 0.01% | 0.0% | 373 | +4,445 | 102.87% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 8,600 | 464 | 0.2% | 0.2% | 374 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 8,546 | 461 | 0.04% | 0.12% | 375 | -1,988 | -18.87% | Q4 2025 | Feb 17, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 8,512 | 460 | 0.2% | 0.21% | 376 | -299 | -3.39% | Q4 2025 | Feb 04, 2026 |
| Clientfirst Wealth Management, LLC | History | Reduced | 8,485 | 458 | 0.37% | 0.48% | 377 | -3,000 | -26.12% | Q4 2025 | Feb 06, 2026 |
| Lotus Technology Management, LP | History | New | 8,436 | 455 | 0.25% | — | 378 | +8,436 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,391 | 453 | 0.13% | 0.13% | 379 | -500 | -5.62% | Q4 2025 | Feb 06, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 8,395 | 453 | 0.18% | 0.18% | 380 | -70 | -0.83% | Q4 2025 | Jan 15, 2026 |
| GFS Advisors, LLC | History | Added to | 8,358 | 451 | 0.05% | 0.04% | 381 | +1,784 | 27.14% | Q4 2025 | Feb 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 8,350 | 451 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MBA Advisors LLC | History | Reduced | 8,325 | 449 | 0.18% | 0.19% | 383 | -41 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 8,271 | 447 | 0.01% | 0.13% | 384 | -125,104 | -93.8% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 8,271 | 447 | 0.02% | — | 385 | +8,271 | New | Q4 2025 | Feb 12, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 8,210 | 443 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 8,130 | 439 | 0.13% | 0.16% | 387 | -1,288 | -13.68% | Q4 2025 | Jan 21, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 8,125 | 439 | 0.12% | 0.07% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Prospect Financial Services LLC | History | Reduced | 8,116 | 438 | 0.25% | 0.32% | 389 | -2,677 | -24.8% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 8,000 | 432 | 0.03% | 0.03% | 390 | -587 | -6.84% | Q4 2025 | Feb 13, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 7,905 | 427 | 0.08% | 0.09% | 391 | -93 | -1.16% | Q4 2025 | Jan 21, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 7,872 | 425 | 0.05% | 0.05% | 392 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,812 | 422 | 0.0% | 0.01% | 393 | -11,225 | -58.96% | Q4 2025 | Feb 12, 2026 |
| GenTrust, LLC | History | Reduced | 7,777 | 420 | 0.02% | 0.02% | 394 | -893 | -10.3% | Q4 2025 | Feb 02, 2026 |
| Haven Global Partners, LLC | History | Reduced | 7,600 | 410 | 0.3% | 0.54% | 395 | -7,000 | -47.95% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,469 | 403 | 0.0% | 0.0% | 396 | +243 | 3.36% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,447 | 402 | 0.01% | 0.01% | 397 | +2,951 | 65.64% | Q4 2025 | Feb 06, 2026 |
| JGP Wealth Management, LLC | History | Added to | 7,425 | 401 | 0.04% | 0.04% | 398 | +1,331 | 21.84% | Q4 2025 | Jan 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 7,480 | 395 | 0.01% | 0.01% | 399 | +1,621 | 27.67% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 7,253 | 392 | 0.0% | 0.0% | 400 | +1,064 | 17.19% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,134 | 385 | 0.01% | 0.01% | 401 | -434 | -5.73% | Q4 2025 | Jan 14, 2026 |
| Tempo Wealth, LLC | History | New | 7,118 | 384 | 0.07% | — | 403 | +7,118 | New | Q4 2025 | Feb 25, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 7,120 | 384 | 0.01% | 0.01% | 402 | -6,435 | -47.47% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 7,060 | 381 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,015 | 379 | 0.0% | 0.0% | 405 | +511 | 7.86% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,990 | 377 | 0.0% | 0.0% | 407 | +190 | 2.79% | Q4 2025 | Feb 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 6,975 | 377 | 0.05% | 0.05% | 406 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 6,970 | 376 | 0.27% | 0.29% | 408 | -250 | -3.46% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,935 | 374 | 0.0% | 0.0% | 409 | -735 | -9.58% | Q4 2025 | Feb 13, 2026 |
| Intellectus Partners, LLC | History | Added to | 6,872 | 371 | 0.07% | 0.06% | 410 | +1,000 | 17.03% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Reduced | 6,871 | 368 | 0.0% | 0.01% | 411 | -718 | -9.46% | Q4 2025 | Jan 23, 2026 |
| Yoffe Investment Management, LLC | History | No change | 6,656 | 359 | 0.46% | 0.45% | 412 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,635 | 358 | 0.0% | 0.01% | 413 | +526 | 8.61% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 6,542 | 353 | 0.0% | 0.0% | 414 | -2,267 | -25.74% | Q4 2025 | Feb 09, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 6,523 | 352 | 0.02% | — | 415 | +6,523 | New | Q4 2025 | Feb 11, 2026 |
| Phraction Management LLC | History | New | 6,306 | 340 | 0.09% | — | 416 | +6,306 | New | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 6,231 | 336 | 0.0% | 0.0% | 417 | +5,570 | 842.66% | Q4 2025 | Jan 30, 2026 |
| PACK Private Wealth, LLC | History | Reduced | 6,233 | 336 | 0.15% | 0.16% | 419 | -454 | -6.79% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,232 | 336 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Growth Capital LLC | History | New | 6,276 | 335 | 0.3% | — | 420 | +6,276 | New | Q4 2025 | Feb 19, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 6,151 | 332 | 0.35% | 0.23% | 421 | +2,101 | 51.88% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 6,095 | 329 | 0.0% | 0.0% | 423 | +215 | 3.66% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Reduced | 6,088 | 329 | 0.02% | 0.02% | 422 | -80 | -1.3% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,060 | 327 | 0.0% | 0.0% | 424 | -870 | -12.55% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,044 | 326 | 0.0% | 0.0% | 425 | -554 | -8.4% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 6,019 | 325 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | New | 5,900 | 323 | 0.14% | — | 427 | +5,900 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,969 | 322 | 0.0% | 0.0% | 428 | -641 | -9.7% | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,927 | 320 | 0.0% | 0.0% | 430 | +277 | 4.9% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,925 | 320 | 0.01% | 0.01% | 429 | -45 | -0.75% | Q4 2025 | Feb 11, 2026 |
| Keebeck Wealth Management | History | Reduced | 5,905 | 319 | 0.04% | 0.05% | 431 | -2,745 | -31.73% | Q4 2025 | Feb 17, 2026 |
| Matrix Trust Co | History | Reduced | 5,846 | 316 | 0.05% | 0.05% | 432 | -101 | -1.7% | Q4 2025 | Jan 13, 2026 |
| Prosperity Planning, Inc. | History | No change | 5,858 | 316 | 0.08% | 0.08% | 433 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 5,677 | 307 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 5,620 | 303 | 0.06% | 0.06% | 435 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Eastover Investment Advisors LLC | History | No change | 5,609 | 303 | 0.13% | 0.13% | 436 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 5,516 | 298 | 0.09% | — | 437 | +5,516 | New | Q4 2025 | Jan 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 5,524 | 298 | 0.15% | 0.15% | 438 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Reduced | 5,485 | 294 | 0.0% | 0.0% | 439 | -1,579 | -22.35% | Q4 2025 | Feb 13, 2026 |
| Modus Advisors, LLC | History | Reduced | 5,319 | 287 | 0.08% | 0.11% | 440 | -2,739 | -33.99% | Q4 2025 | Feb 11, 2026 |
| Fairway Wealth LLC | History | No change | 5,288 | 285 | 0.08% | 0.08% | 441 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 5,248 | 283 | 0.0% | — | 442 | +5,248 | New | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Reduced | 5,230 | 282 | 0.0% | 0.01% | 444 | -19,400 | -78.77% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,220 | 282 | 0.01% | 0.01% | 443 | -50 | -0.95% | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | No change | 5,215 | 281 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waterfront Wealth Inc. | History | No change | 5,447 | 280 | 0.05% | 0.06% | 446 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 5,125 | 277 | 0.1% | 0.09% | 447 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,110 | 276 | 0.0% | 0.0% | 448 | -3,386 | -39.85% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | No change | 5,108 | 276 | 0.03% | 0.03% | 449 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sharper & Granite LLC | History | New | 5,100 | 275 | 0.1% | — | 451 | +5,100 | New | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,092 | 275 | 0.0% | 0.0% | 450 | -505 | -9.02% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 5,050 | 272 | 0.01% | — | 452 | +5,050 | New | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,022 | 271 | 0.0% | 0.0% | 453 | +1,104 | 28.18% | Q4 2025 | Feb 17, 2026 |
| Busey Bank | History | No change | 4,981 | 269 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 4,973 | 268 | 0.01% | 0.01% | 455 | -1,766 | -26.21% | Q4 2025 | Feb 05, 2026 |
| Verus Financial Partners, Inc. | History | No change | 5,199 | 267 | 0.02% | 0.03% | 456 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | New | 4,906 | 265 | 0.01% | — | 457 | +4,906 | New | Q4 2025 | Feb 17, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 4,900 | 264 | 0.03% | 0.03% | 458 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | No change | 4,868 | 263 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,823 | 260 | 0.01% | 0.01% | 460 | -634 | -11.62% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | Reduced | 4,800 | 259 | 0.09% | 0.05% | 461 | -2,009 | -29.51% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,755 | 257 | 0.0% | 0.0% | 462 | +681 | 16.72% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,667 | 252 | 0.01% | 0.01% | 463 | -4,449 | -48.8% | Q4 2025 | Feb 06, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 4,638 | 250 | 0.02% | 0.02% | 464 | -95 | -2.01% | Q4 2025 | Jan 28, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 4,639 | 250 | 0.02% | 0.02% | 465 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,559 | 246 | 0.01% | 0.06% | 467 | -15,859 | -77.67% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,563 | 246 | 0.0% | 0.0% | 466 | -2,593 | -36.24% | Q4 2025 | Jan 26, 2026 |
| Advocate Investing Services LLC | History | New | 4,537 | 245 | 0.22% | — | 469 | +4,537 | New | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 4,544 | 245 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 4,497 | 243 | 0.01% | 0.01% | 470 | +116 | 2.65% | Q4 2025 | Jan 12, 2026 |
| Savant Capital, LLC | History | New | 4,490 | 242 | 0.0% | — | 471 | +4,490 | New | Q4 2025 | Feb 10, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,420 | 238 | 0.01% | 0.02% | 472 | -5,720 | -56.41% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,341 | 234 | 0.0% | 0.0% | 473 | +11 | 0.25% | Q4 2025 | Jan 16, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,292 | 231 | 0.06% | 0.01% | 474 | +3,755 | 699.26% | Q4 2025 | Feb 17, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 4,271 | 230 | 0.2% | — | 475 | +4,271 | New | Q4 2025 | Jan 23, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 4,248 | 229 | 0.04% | 0.05% | 476 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| M Wealth Management, LLC | History | No change | 4,250 | 229 | 0.2% | 0.19% | 477 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rossmore Private Capital | History | Added to | 4,205 | 227 | 0.02% | 0.02% | 478 | +1,085 | 34.78% | Q4 2025 | Feb 05, 2026 |
| DGS Capital Management, LLC | History | No change | 4,204 | 227 | 0.04% | 0.04% | 479 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 4,150 | 224 | 0.05% | 0.05% | 480 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Joel Isaacson & Co., LLC | History | New | 4,095 | 221 | 0.01% | — | 481 | +4,095 | New | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 4,016 | 217 | 0.0% | — | 482 | +4,016 | New | Q4 2025 | Feb 13, 2026 |
| WestEnd Advisors, LLC | History | Added to | 4,016 | 217 | 0.01% | 0.0% | 483 | +2,803 | 231.08% | Q4 2025 | Jan 27, 2026 |
| Next Capital Management LLC | History | No change | 4,000 | 216 | 0.07% | 0.07% | 484 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 3,980 | 215 | 0.0% | 0.0% | 485 | -36 | -0.9% | Q4 2025 | Jan 16, 2026 |
| Y.D. More Investments Ltd | History | No change | 3,970 | 214 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CERTUITY, LLC | History | Reduced | 3,951 | 213 | 0.01% | 0.02% | 487 | -515 | -11.53% | Q4 2025 | Jan 30, 2026 |
| Permanent Capital Management, LP | History | New | 3,915 | 211 | 0.04% | — | 489 | +3,915 | New | Q4 2025 | Jan 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 3,911 | 211 | 0.01% | 0.01% | 488 | -187 | -4.56% | Q4 2025 | Feb 02, 2026 |
| Magnus Financial Group LLC | History | No change | 3,898 | 210 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 3,829 | 206 | 0.0% | 0.0% | 491 | -1,562 | -28.97% | Q4 2025 | Feb 10, 2026 |
| First City Capital Management, Inc. | History | New | 3,745 | 202 | 0.11% | — | 492 | +3,745 | New | Q4 2025 | Jan 14, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | Reduced | 3,433 | 185 | 0.09% | 0.14% | 493 | -661 | -16.15% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 3,383 | 183 | 0.0% | 0.0% | 494 | -851 | -20.1% | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | No change | 3,186 | 172 | 0.1% | 0.09% | 495 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOM Asset Management Ltd | History | Reduced | 2,955 | 159 | 0.05% | 0.08% | 496 | -2,138 | -41.98% | Q4 2025 | Jan 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,900 | 156 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | Reduced | 2,850 | 154 | 0.01% | 0.01% | 498 | -2,502 | -46.75% | Q4 2025 | Jan 14, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,689 | 145 | 0.14% | — | 499 | +2,689 | New | Q4 2025 | Feb 12, 2026 |
| Graney & King, LLC | History | Reduced | 2,682 | 144 | 0.08% | 0.1% | 500 | -200 | -6.94% | Q4 2025 | Feb 13, 2026 |
| Finley Financial, LLC | History | No change | 2,600 | 140 | 0.06% | 0.06% | 501 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,525 | 136 | 0.0% | 0.0% | 502 | +406 | 19.16% | Q4 2025 | Feb 09, 2026 |
| Sankala Group LLC | History | New | 2,580 | 134 | 0.11% | — | 504 | +2,580 | New | Q4 2025 | Mar 02, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 2,490 | 134 | 0.04% | 0.08% | 503 | -1,819 | -42.21% | Q4 2025 | Feb 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 2,464 | 133 | 0.0% | — | 505 | +2,464 | New | Q4 2025 | Feb 13, 2026 |
| ORG Wealth Partners, LLC | History | No change | 2,442 | 131 | 0.03% | 0.03% | 506 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 2,253 | 121 | 0.03% | 0.03% | 507 | -37 | -1.62% | Q4 2025 | Jan 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,052 | 110 | 0.04% | 0.04% | 508 | +25 | 1.23% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,026 | 109 | 0.0% | 0.0% | 509 | -1,097 | -35.13% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 1,896 | 102 | 0.02% | — | 511 | +1,896 | New | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,886 | 102 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,780 | 96 | 0.01% | 0.01% | 512 | +490 | 37.98% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,665 | 89 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,640 | 88 | 0.01% | 0.01% | 514 | -38 | -2.26% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,614 | 87 | 0.0% | 0.0% | 515 | +62 | 3.99% | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | No change | 1,600 | 86 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,587 | 85 | 0.0% | — | 518 | +1,587 | New | Q4 2025 | Feb 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,575 | 85 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Morse Asset Management, Inc | History | New | 1,500 | 81 | 0.02% | — | 519 | +1,500 | New | Q4 2025 | Feb 03, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,497 | 80 | 0.03% | — | 520 | +1,497 | New | Q4 2025 | Jan 15, 2026 |
| Banque Transatlantique SA | History | No change | 1,297 | 70 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Realta Investment Advisors | History | New | 1,260 | 68 | 0.02% | — | 522 | +1,260 | New | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | No change | 1,245 | 67 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,221 | 65 | 0.0% | 0.0% | 524 | -147 | -10.75% | Q4 2025 | Feb 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 1,198 | 63 | 0.02% | — | 526 | +1,198 | New | Q4 2025 | Feb 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,180 | 63 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | Added to | 1,088 | 58 | 0.01% | 0.01% | 527 | +110 | 11.25% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,000 | 54 | 0.01% | — | 529 | +1,000 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,000 | 54 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,000 | 54 | 0.02% | 0.02% | 530 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 958 | 51 | 0.03% | 0.03% | 531 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 928 | 50 | 0.03% | 0.03% | 532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 907 | 49 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | No change | 914 | 49 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lavaca Capital LLC | History | No change | 810 | 43 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 775 | 41 | 0.01% | 0.01% | 536 | -104 | -11.83% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 702 | 37 | 0.0% | — | 537 | +701 | 70100.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | New | 670 | 36 | 0.0% | — | 538 | +670 | New | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 635 | 34 | 0.0% | — | 539 | +635 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 623 | 33 | 0.0% | 0.0% | 540 | -649 | -51.02% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 605 | 32 | 0.0% | 0.02% | 542 | -3,009 | -83.26% | Q4 2025 | Feb 03, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 600 | 32 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 588 | 31 | 0.0% | 0.0% | 543 | +100 | 20.49% | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 586 | 31 | 0.0% | 0.0% | 544 | +30 | 5.4% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 565 | 30 | 0.0% | 0.0% | 545 | -93 | -14.13% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 538 | 29 | 0.0% | 0.0% | 547 | +401 | 292.7% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | Added to | 543 | 29 | 0.0% | 0.0% | 546 | +298 | 121.63% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | No change | 500 | 27 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 500 | 27 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | No change | 500 | 27 | 0.0% | 0.03% | 550 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 495 | 26 | 0.0% | 0.0% | 552 | +32 | 6.91% | Q4 2025 | Jan 29, 2026 |
| Manchester Capital Management LLC | History | No change | 490 | 26 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Concord Wealth Partners | History | Reduced | 472 | 25 | 0.0% | 0.01% | 554 | -926 | -66.24% | Q4 2025 | Jan 29, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 480 | 25 | 0.01% | 0.01% | 555 | +52 | 12.15% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 486 | 25 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | Reduced | 438 | 23 | 0.0% | 0.01% | 556 | -438 | -50.0% | Q4 2025 | Jan 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 379 | 20 | 0.0% | 0.0% | 557 | +57 | 17.7% | Q4 2025 | Feb 17, 2026 |
| Creative Capital Management Investments LLC | History | No change | 375 | 20 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 370 | 19 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 361 | 19 | 0.01% | 0.01% | 560 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JDM Financial Group LLC | History | No change | 346 | 18 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Navalign, LLC | History | New | 301 | 16 | 0.0% | — | 563 | +301 | New | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Added to | 300 | 16 | 0.01% | 0.0% | 564 | +150 | 100.0% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 300 | 16 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | New | 279 | 15 | 0.0% | — | 565 | +279 | New | Q4 2025 | Jan 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 267 | 14 | 0.0% | 0.0% | 566 | -83 | -23.71% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 225 | 12 | 0.0% | 0.0% | 567 | +64 | 39.75% | Q4 2025 | Feb 06, 2026 |
| Breakwater Investment Management | History | No change | 235 | 12 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 197 | 10 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 192 | 10 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 183 | 9 | 0.0% | 0.0% | 573 | -510 | -73.59% | Q4 2025 | Feb 03, 2026 |
| Ravenswood Partners LP | History | Reduced | 177 | 9 | 0.0% | 0.01% | 574 | -339 | -65.7% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 185 | 9 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 157 | 8 | 0.0% | — | 580 | +157 | New | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 159 | 8 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 150 | 8 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | No change | 155 | 8 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 153 | 8 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | No change | 160 | 8 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | No change | 155 | 8 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MASECO LLP | History | New | 132 | 7 | 0.0% | — | 583 | +132 | New | Q4 2025 | Jan 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 133 | 7 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Byrne Asset Management LLC | History | Reduced | 100 | 5 | 0.0% | 0.01% | 586 | -100 | -50.0% | Q4 2025 | Jan 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 100 | 5 | 0.0% | — | 588 | +100 | New | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 110 | 5 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Sachetta, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stone House Investment Management, LLC | History | New | 87 | 4 | 0.0% | — | 590 | +87 | New | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 75 | 4 | 0.0% | — | 589 | +75 | New | Q4 2025 | Jan 20, 2026 |
| HighMark Wealth Management LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 80 | 4 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 64 | 3 | 0.0% | 0.0% | 594 | -63 | -49.61% | Q4 2025 | Jan 20, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 48 | 3 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 59 | 3 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stephens Consulting, LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Coston, McIsaac & Partners | History | New | 52 | 2 | 0.0% | — | 599 | +52 | New | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 42 | 2 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 37 | 2 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 30 | 1 | 0.0% | — | 601 | +30 | New | Q4 2025 | Feb 13, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 605 | -5 | -15.15% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Reduced | 11 | 1 | 0.0% | 0.0% | 603 | -3 | -21.43% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -254,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -252,481 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Leibman Financial Services, Inc. | History | Closed out | 0 | 0 | — | 4.3% | — | -128,100 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.97% | — | -83,922 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.61% | — | -80,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -78,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Riggs Asset Managment Co. Inc. | History | Closed out | 0 | 0 | — | 0.83% | — | -73,817 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -65,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DE BURLO GROUP INC | History | Closed out | 0 | 0 | — | 0.34% | — | -54,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hosking Partners LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -42,795 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.17% | — | -42,413 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Texas Yale Capital Corp. | History | Closed out | 0 | 0 | — | 0.06% | — | -35,450 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -28,645 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -27,401 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CLOUGH CAPITAL PARTNERS L P | History | Closed out | 0 | 0 | — | 0.11% | — | -23,129 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Portman Square Capital LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -22,500 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Providence First Trust Co | History | Closed out | 0 | 0 | — | 0.39% | — | -21,706 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Connective Portfolio Management, LLC | History | Closed out | 0 | 0 | — | 1.93% | — | -21,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,646 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Canal Insurance CO | History | Closed out | 0 | 0 | — | 0.22% | — | -20,000 | -100.0% | Q3 2025 | Oct 27, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,718 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,194 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,182 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,014 | -100.0% | Q3 2025 | Oct 14, 2025 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,447 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,311 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,016 | -100.0% | Q3 2025 | Nov 19, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,765 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Lynx Investment Advisory | History | Closed out | 0 | 0 | — | 0.14% | — | -4,442 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.04% | — | -4,380 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,365 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Capital Advisors Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,320 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,152 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,150 | -100.0% | Q3 2025 | Nov 04, 2025 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,842 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,786 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,856 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,974 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOCHK Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SSA SWISS ADVISORS AG | History | Closed out | 0 | 0 | — | 0.03% | — | -1,221 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -995 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -480 | -100.0% | Q3 2025 | Oct 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Nov 13, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Central Pacific Bank - Trust Division | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LRI Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |