INDEPENDENT BANK CORP - INDB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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 | 7,159,347 | 523,205 | 0.01% | 0.01% | 1 | +145,384 | 2.07% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,873,661 | 429,247 | 0.01% | 0.01% | 2 | -70,156 | -1.18% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,568,042 | 187,674 | 0.04% | 0.04% | 3 | -38,373 | -1.47% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 2,457,560 | 181,038 | 0.01% | 0.01% | 4 | -98,116 | -3.84% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,538,145 | 112,407 | 0.04% | 0.04% | 5 | -167,598 | -9.83% | Q4 2025 | Feb 17, 2026 |
| ROCKLAND TRUST CO | History | Added to | 1,261,622 | 92,199 | 3.63% | 1.94% | 6 | +576,183 | 84.06% | Q4 2025 | Jan 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,232,467 | 90,081 | 0.01% | 0.01% | 7 | +20,278 | 1.67% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,049,561 | 76,702 | 0.12% | — | 8 | +1,049,561 | New | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 1,046,475 | 76,476 | 1.46% | 1.43% | 9 | +13,935 | 1.35% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 916,550 | 66,981 | 0.01% | 0.0% | 10 | +566,915 | 162.14% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 829,033 | 60,585 | 0.24% | 0.27% | 11 | -116,973 | -12.36% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 810,155 | 59,206 | 0.01% | 0.01% | 12 | +120,362 | 17.45% | Q4 2025 | Mar 25, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 716,866 | 52,388 | 0.03% | 0.03% | 13 | -141,817 | -16.52% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 662,432 | 48,410 | 0.0% | 0.0% | 14 | +37,034 | 5.92% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 631,045 | 46,116 | 0.0% | — | 15 | +631,045 | New | Q4 2025 | Feb 10, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 622,957 | 45,526 | 1.36% | 1.22% | 16 | +81,543 | 15.06% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 594,258 | 43,428 | 0.01% | 0.01% | 17 | +3,894 | 0.66% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 592,507 | 43,300 | 0.3% | 0.31% | 18 | -79,081 | -11.78% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 516,371 | 37,737 | 0.04% | 0.07% | 19 | +136,983 | 36.11% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 516,308 | 37,731 | 0.0% | 0.0% | 20 | -22,108 | -4.11% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 508,383 | 37,152 | 0.0% | 0.0% | 21 | -46,797 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 492,017 | 35,956 | 0.01% | 0.01% | 22 | +48,242 | 10.87% | Q4 2025 | Feb 10, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 478,234 | 34,949 | 1.26% | 1.18% | 23 | -17,282 | -3.49% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 370,462 | 27,073 | 0.02% | 0.02% | 24 | -11,123 | -2.91% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 331,755 | 24,244 | 0.02% | — | 25 | +331,755 | New | Q4 2025 | Feb 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 329,495 | 24,079 | 0.97% | 0.9% | 26 | +11,199 | 3.52% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 303,278 | 22,163 | 0.19% | 0.19% | 27 | -5,375 | -1.74% | Q4 2025 | Feb 11, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 273,390 | 19,979 | 1.01% | 0.97% | 28 | -1,335 | -0.49% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | New | 236,333 | 17,271 | 0.02% | — | 29 | +236,333 | New | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 236,318 | 17,270 | 0.01% | 0.01% | 30 | -4,625 | -1.92% | Q4 2025 | Feb 02, 2026 |
| FJ Capital Management LLC | History | Reduced | 230,533 | 16,847 | 1.86% | 2.8% | 31 | -148,206 | -39.13% | Q4 2025 | Feb 13, 2026 |
| Azora Capital LP | History | New | 221,838 | 16,211 | 1.02% | — | 32 | +221,838 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 214,606 | 15,683 | 0.02% | 0.02% | 33 | +755 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 206,773 | 15,110 | 0.06% | 0.03% | 34 | +108,187 | 109.74% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 190,449 | 13,918 | 0.0% | 0.0% | 35 | -6,703 | -3.4% | Q4 2025 | Feb 19, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 171,587 | 12,539 | 0.04% | 0.05% | 36 | -23,144 | -11.89% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 170,338 | 12,448 | 0.0% | 0.0% | 37 | -72,494 | -29.85% | Q4 2025 | Feb 11, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 145,577 | 10,638 | 1.99% | 2.0% | 38 | -6,800 | -4.46% | Q4 2025 | Jan 30, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 142,405 | 10,406 | 0.03% | 0.03% | 39 | +500 | 0.35% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 141,823 | 10,364 | 0.01% | 0.01% | 40 | +902 | 0.64% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 139,018 | 10,159 | 0.01% | 0.01% | 41 | -10,894 | -7.27% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 135,514 | 9,903 | 0.0% | 0.0% | 42 | +22,517 | 19.93% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 134,213 | 9,808 | 0.01% | 0.01% | 43 | +57,821 | 75.69% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 125,291 | 9,156 | 0.0% | 0.0% | 44 | -4,399 | -3.39% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 112,459 | 8,218 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 112,007 | 8,185 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 110,690 | 8,095 | 0.0% | 0.0% | 47 | -6,653 | -5.67% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 105,630 | 7,719 | 0.0% | 0.0% | 48 | -38,684 | -26.81% | Q4 2025 | Feb 09, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 101,746 | 7,435 | 0.01% | 0.01% | 49 | -76,953 | -43.06% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 100,756 | 7,363 | 0.0% | 0.0% | 50 | -16,003 | -13.71% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 98,478 | 7,196 | 0.0% | 0.0% | 51 | +1,400 | 1.44% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 95,402 | 6,972 | 0.12% | 0.11% | 52 | -1,569 | -1.62% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Added to | 93,504 | 6,833 | 0.0% | 0.0% | 53 | +20,614 | 28.28% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 91,515 | 6,687 | 0.01% | 0.01% | 54 | -2,550 | -2.71% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 90,194 | 6,591 | 0.01% | 0.01% | 55 | -6,472 | -6.7% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 84,686 | 6,188 | 0.0% | 0.0% | 56 | +4,139 | 5.14% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 84,000 | 6,138 | 0.01% | 0.01% | 57 | -2,830 | -3.26% | Q4 2025 | Feb 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Added to | 82,067 | 6,045 | 0.37% | 0.36% | 58 | +3,065 | 3.88% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 78,237 | 5,717 | 0.01% | 0.01% | 59 | +8,037 | 11.45% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 71,703 | 5,240 | 0.01% | 0.01% | 60 | -2,028 | -2.75% | Q4 2025 | Feb 11, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 63,500 | 4,640 | 0.82% | 0.8% | 61 | -13,000 | -16.99% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 58,744 | 4,292 | 0.0% | 0.0% | 62 | -16,107 | -21.52% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 58,230 | 4,255 | 0.0% | 0.0% | 63 | +19,171 | 49.08% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 55,105 | 4,027 | 0.03% | — | 64 | +55,105 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 54,805 | 4,005 | 0.01% | 0.01% | 65 | -562 | -1.02% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 54,169 | 3,958 | 0.0% | 0.01% | 66 | -89,010 | -62.17% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 52,340 | 3,825 | 0.06% | 0.07% | 67 | +23 | 0.04% | Q4 2025 | Mar 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 51,705 | 3,778 | 0.0% | 0.0% | 68 | +17,251 | 50.07% | Q4 2025 | Feb 18, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 51,295 | 3,745 | 0.01% | 0.0% | 69 | +5,642 | 12.36% | Q4 2025 | Feb 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 49,800 | 3,668 | 0.14% | 0.13% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 49,730 | 3,634 | 0.01% | 0.0% | 71 | +729 | 1.49% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 47,776 | 3,491 | 0.0% | 0.0% | 72 | +809 | 1.72% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 47,000 | 3,434 | 0.12% | 0.11% | 73 | +2,000 | 4.44% | Q4 2025 | Jan 27, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 45,312 | 3,311 | 0.01% | 0.01% | 74 | -44 | -0.1% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 44,993 | 3,288 | 0.0% | 0.0% | 75 | -17,075 | -27.51% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,785 | 3,273 | 0.0% | 0.0% | 76 | +2,031 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 43,664 | 3,192 | 0.01% | 0.0% | 77 | +429 | 0.99% | Q4 2025 | Jan 28, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 42,750 | 3,124 | 0.01% | 0.01% | 78 | -19,196 | -30.99% | Q4 2025 | Feb 13, 2026 |
| Siena Capital Partners GP, LLC | History | Reduced | 42,370 | 3,096 | 0.83% | 1.27% | 79 | -22,030 | -34.21% | Q4 2025 | Feb 11, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 41,970 | 3,067 | 0.34% | 0.64% | 80 | +418 | 1.01% | Q4 2025 | Feb 05, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 41,441 | 3,028 | 0.13% | 0.13% | 81 | -1,084 | -2.55% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 41,201 | 3,011 | 0.01% | — | 82 | +41,201 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,475 | 2,811 | 0.0% | 0.0% | 83 | +2,384 | 6.61% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 38,064 | 2,781 | 0.0% | 0.0% | 84 | -5,138 | -11.89% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 37,459 | 2,738 | 0.01% | 0.01% | 85 | +300 | 0.81% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 37,281 | 2,724 | 0.0% | 0.0% | 86 | -3,669 | -8.96% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 35,190 | 2,571 | 0.11% | 0.1% | 87 | +820 | 2.39% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 34,942 | 2,553 | 0.0% | 0.0% | 88 | -35 | -0.1% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 34,463 | 2,519 | 0.0% | 0.0% | 89 | -1,945 | -5.34% | Q4 2025 | Feb 05, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 33,694 | 2,462 | 0.35% | 0.64% | 90 | -32,537 | -49.13% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 33,389 | 2,440 | 0.05% | 0.28% | 91 | -156,948 | -82.46% | Q4 2025 | Feb 17, 2026 |
| Polaris Capital Management, LLC | History | No change | 32,439 | 2,370 | 0.2% | 0.15% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 32,395 | 2,367 | 0.01% | 0.01% | 93 | +629 | 1.98% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 31,736 | 2,319 | 0.0% | 0.0% | 94 | -2,783 | -8.06% | Q4 2025 | Feb 11, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 30,513 | 2,229 | 0.61% | 0.51% | 95 | +4,609 | 17.79% | Q4 2025 | Feb 09, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 2,192 | 0.1% | 0.09% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 29,709 | 2,171 | 0.01% | — | 97 | +29,709 | New | Q4 2025 | Feb 11, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 28,979 | 2,117 | 0.0% | — | 98 | +28,979 | New | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 28,661 | 2,094 | 0.02% | 0.02% | 99 | -13,361 | -31.8% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,021 | 2,047 | 0.01% | 0.01% | 100 | -693 | -2.41% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 27,283 | 1,993 | 0.0% | 0.0% | 101 | -30,738 | -52.98% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 27,006 | 1,973 | 0.02% | 0.02% | 102 | +193 | 0.72% | Q4 2025 | Jan 23, 2026 |
| SPINNAKER TRUST | History | No change | 26,835 | 1,961 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | Added to | 25,573 | 1,868 | 0.03% | 0.03% | 104 | +4,115 | 19.18% | Q4 2025 | Jan 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 25,528 | 1,865 | 0.02% | 0.02% | 105 | -688 | -2.62% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,246 | 1,821 | 0.0% | 0.0% | 106 | +177 | 0.74% | Q4 2025 | Jan 08, 2026 |
| 71 West Capital Partners | History | New | 24,500 | 1,790 | 0.08% | — | 107 | +24,500 | New | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | Added to | 24,434 | 1,785 | 0.28% | 0.27% | 108 | +267 | 1.1% | Q4 2025 | Jan 13, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 21,317 | 1,722 | 0.77% | 0.72% | 109 | -590 | -2.69% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,373 | 1,708 | 0.0% | 0.0% | 110 | +769 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 23,232 | 1,697 | 0.02% | 0.02% | 111 | +2,373 | 11.38% | Q4 2025 | Jan 30, 2026 |
| Dean Capital Management | History | Reduced | 22,916 | 1,674 | 0.71% | 1.47% | 112 | -31,759 | -58.09% | Q4 2025 | Feb 20, 2026 |
| GLENMEDE TRUST CO NA | History | New | 22,905 | 1,673 | 0.01% | — | 113 | +22,905 | New | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,700 | 1,658 | 0.03% | 0.03% | 114 | -200 | -0.87% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,646 | 1,654 | 0.0% | 0.0% | 115 | -760 | -3.25% | Q4 2025 | Feb 06, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 21,850 | 1,596 | 0.58% | 0.57% | 116 | -1,000 | -4.38% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,482 | 1,569 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 21,077 | 1,540 | 0.0% | 0.0% | 118 | +1,941 | 10.14% | Q4 2025 | Feb 10, 2026 |
| Kelly Financial Services LLC | History | Added to | 20,909 | 1,528 | 0.38% | 0.32% | 119 | +2,809 | 15.52% | Q4 2025 | Jan 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,795 | 1,519 | 0.01% | 0.02% | 120 | -11,639 | -35.89% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 20,286 | 1,482 | 0.01% | 0.01% | 121 | -2,115 | -9.44% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 18,381 | 1,343 | 0.0% | 0.0% | 122 | +805 | 4.58% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,002 | 1,315 | 0.0% | 0.01% | 123 | -42,488 | -70.24% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 17,332 | 1,266 | 0.0% | 0.0% | 124 | +34 | 0.2% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 17,128 | 1,251 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 17,011 | 1,243 | 0.29% | 0.26% | 126 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,657 | 1,144 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 15,389 | 1,124 | 0.01% | 0.01% | 128 | +89 | 0.58% | Q4 2025 | Feb 12, 2026 |
| Aries Wealth Management | History | Reduced | 14,872 | 1,086 | 0.24% | 0.25% | 129 | -228 | -1.51% | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Added to | 14,341 | 1,048 | 0.01% | 0.01% | 130 | +8 | 0.06% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 13,916 | 1,016 | 0.01% | 0.01% | 131 | -871 | -5.89% | Q4 2025 | Jan 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,842 | 1,012 | 0.09% | — | 132 | +13,842 | New | Q4 2025 | Feb 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,355 | 1,007 | 0.01% | 0.01% | 133 | -1,874 | -12.31% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 13,755 | 1,005 | 0.03% | — | 134 | +13,755 | New | Q4 2025 | Feb 17, 2026 |
| New England Research & Management, Inc. | History | Reduced | 13,492 | 985 | 0.43% | 0.43% | 135 | -73 | -0.54% | Q4 2025 | Jan 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 13,440 | 982 | 0.01% | 0.01% | 136 | -61 | -0.45% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,265 | 969 | 0.0% | 0.0% | 137 | +795 | 6.38% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,846 | 939 | 0.0% | — | 138 | +12,846 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 12,731 | 930 | 0.07% | 0.07% | 139 | +134 | 1.06% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Reduced | 12,718 | 929 | 0.0% | 0.0% | 140 | -2,891 | -18.52% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,420 | 907 | 0.01% | 0.01% | 141 | -1,295 | -9.44% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,185 | 897 | 0.0% | 0.0% | 142 | +463 | 3.95% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,274 | 896 | 0.0% | 0.0% | 143 | -438 | -3.45% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 12,182 | 890 | 0.0% | 0.0% | 144 | -1,305 | -9.68% | Q4 2025 | Jan 26, 2026 |
| Legato Capital Management LLC | History | Reduced | 12,093 | 883 | 0.08% | 0.26% | 145 | -22,130 | -64.66% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,541 | 843 | 0.0% | 0.0% | 146 | -1,329 | -10.33% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,336 | 828 | 0.01% | 0.01% | 147 | +102 | 0.91% | Q4 2025 | Feb 04, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,985 | 806 | 0.0% | 0.01% | 148 | -11,986 | -54.55% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,642 | 783 | 0.0% | 0.0% | 149 | +300 | 2.9% | Q4 2025 | Jan 28, 2026 |
| Alliance Private Wealth, LLC | History | New | 9,238 | 780 | 0.27% | — | 150 | +9,238 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,452 | 763 | 0.0% | 0.0% | 151 | +1,247 | 13.55% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,304 | 753 | 0.0% | 0.0% | 152 | -174 | -1.66% | Q4 2025 | Feb 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,129 | 740 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| iSAM Funds (UK) Ltd | History | New | 9,415 | 688 | 0.25% | — | 154 | +9,415 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,812 | 643 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 8,380 | 612 | 0.14% | 0.13% | 156 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FMR LLC | History | Added to | 8,347 | 609 | 0.0% | 0.0% | 157 | +2,384 | 39.98% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,303 | 606 | 0.01% | 0.01% | 158 | +161 | 1.98% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Added to | 8,045 | 588 | 0.32% | 0.03% | 159 | +6,817 | 555.13% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 8,002 | 584 | 0.0% | 0.0% | 160 | -28,265 | -77.94% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,557 | 552 | 0.0% | 0.0% | 161 | +697 | 10.16% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | Reduced | 7,471 | 545 | 0.0% | 0.0% | 162 | -1,277 | -14.6% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 7,329 | 535 | 0.0% | 0.0% | 163 | +969 | 15.24% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 7,286 | 532 | 0.07% | 0.04% | 164 | +3,328 | 84.08% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 7,246 | 529 | 0.0% | 0.0% | 165 | -669 | -8.45% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 7,248 | 529 | 0.01% | 0.01% | 166 | +72 | 1.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 6,774 | 495 | 0.01% | — | 167 | +6,774 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,653 | 486 | 0.0% | 0.0% | 168 | -422 | -5.96% | Q4 2025 | Feb 12, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,428 | 473 | 0.03% | 0.03% | 169 | -736 | -10.27% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,463 | 472 | 0.0% | — | 170 | +6,463 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,444 | 470 | 0.0% | 0.0% | 171 | -475 | -6.87% | Q4 2025 | Feb 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,368 | 465 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Curi Capital, LLC | History | Added to | 6,147 | 452 | 0.01% | 0.01% | 173 | +387 | 6.72% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,144 | 449 | 0.0% | 0.0% | 174 | -2 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 6,143 | 448 | 0.01% | 0.0% | 175 | +181 | 3.04% | Q4 2025 | Feb 05, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 6,009 | 439 | 0.01% | 0.01% | 176 | +2,277 | 61.01% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,997 | 438 | 0.01% | 0.0% | 177 | -287 | -4.57% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,823 | 428 | 0.0% | 0.0% | 178 | -92 | -1.56% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,847 | 427 | 0.0% | 0.0% | 179 | +1,354 | 30.14% | Q4 2025 | Feb 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,666 | 414 | 0.0% | 0.0% | 180 | +75 | 1.34% | Q4 2025 | Feb 10, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 5,663 | 413 | 0.11% | 0.12% | 181 | +37 | 0.66% | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,461 | 399 | 0.0% | 0.0% | 182 | -333 | -5.75% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,412 | 396 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 5,295 | 386 | 0.01% | — | 184 | +5,295 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,239 | 382 | 0.01% | 0.0% | 185 | +2,812 | 115.86% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 4,732 | 345 | 0.0% | 0.0% | 186 | -1,114 | -19.06% | Q4 2025 | Jan 16, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,574 | 334 | 0.0% | 0.0% | 187 | -7,800 | -63.04% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 4,561 | 333 | 0.0% | 0.0% | 188 | -50 | -1.08% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,517 | 330 | 0.0% | 0.0% | 189 | +242 | 5.66% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,468 | 326 | 0.0% | 0.0% | 190 | +13 | 0.29% | Q4 2025 | Feb 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 4,385 | 320 | 0.09% | 0.09% | 193 | -408 | -8.51% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,380 | 320 | 0.0% | 0.0% | 191 | -3 | -0.07% | Q4 2025 | Feb 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 4,384 | 320 | 0.04% | 0.03% | 192 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 4,261 | 311 | 0.0% | 0.0% | 194 | +45 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 4,211 | 307 | 0.0% | 0.0% | 195 | -596 | -12.4% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,075 | 297 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,424 | 297 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 3,981 | 290 | 0.0% | 0.0% | 198 | +140 | 3.64% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,869 | 282 | 0.0% | 0.0% | 199 | +1,735 | 81.3% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,762 | 274 | 0.0% | 0.0% | 200 | +48 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Bollard Group LLC | History | Added to | 3,635 | 266 | 0.01% | 0.01% | 201 | +11 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,624 | 264 | 0.0% | 0.0% | 202 | +497 | 15.89% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,597 | 262 | 0.0% | 0.0% | 203 | -149 | -3.98% | Q4 2025 | Feb 11, 2026 |
| SALZHAUER MICHAEL | History | No change | 3,529 | 257 | 0.11% | 0.12% | 204 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,464 | 253 | 0.0% | 0.0% | 205 | -670 | -16.21% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | No change | 3,443 | 251 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,332 | 243 | 0.0% | — | 207 | +3,332 | New | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 3,287 | 239 | 0.0% | 0.0% | 208 | -743 | -18.44% | Q4 2025 | Jan 30, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,200 | 233 | 0.0% | 0.0% | 209 | -1,216 | -27.54% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,161 | 231 | 0.0% | 0.0% | 210 | +11 | 0.35% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,092 | 225 | 0.0% | 0.0% | 211 | -2,712 | -46.73% | Q4 2025 | Feb 13, 2026 |
| Harbor Group, Inc. | History | Added to | 3,084 | 225 | 0.03% | 0.03% | 212 | +1 | 0.03% | Q4 2025 | Jan 12, 2026 |
| Neuberger Berman Group LLC | History | New | 3,075 | 224 | 0.0% | — | 214 | +3,075 | New | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,055 | 224 | 0.0% | 0.0% | 213 | -27 | -0.88% | Q4 2025 | Feb 18, 2026 |
| Savant Capital, LLC | History | New | 2,966 | 216 | 0.0% | — | 215 | +2,966 | New | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Added to | 2,965 | 216 | 0.01% | 0.01% | 216 | +1 | 0.03% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,916 | 213 | 0.0% | 0.0% | 217 | -30 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,903 | 212 | 0.0% | 0.0% | 218 | -474 | -14.04% | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 2,865 | 209 | 0.01% | — | 219 | +2,865 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 2,862 | 209 | 0.05% | — | 220 | +2,862 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,793 | 204 | 0.0% | 0.0% | 221 | -364 | -11.53% | Q4 2025 | Feb 17, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | New | 2,750 | 200 | 0.01% | — | 222 | +2,750 | New | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | No change | 2,500 | 182 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,430 | 177 | 0.02% | — | 224 | +2,430 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 2,383 | 174 | 0.01% | — | 225 | +2,383 | New | Q4 2025 | Mar 04, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 2,231 | 163 | 0.01% | 0.01% | 226 | +4 | 0.18% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Added to | 2,200 | 160 | 0.0% | 0.0% | 227 | +600 | 37.5% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,000 | 146 | 0.04% | 0.05% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,854 | 135 | 0.0% | 0.0% | 229 | +1,786 | 2626.47% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 1,780 | 130 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,527 | 111 | 0.0% | 0.0% | 231 | +16 | 1.06% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 879 | 64 | 0.0% | 0.0% | 232 | +53 | 6.42% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 836 | 61 | 0.0% | 0.0% | 233 | +362 | 76.37% | Q4 2025 | Mar 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 828 | 60 | 0.0% | — | 234 | +828 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Added to | 825 | 60 | 0.0% | 0.0% | 235 | +70 | 9.27% | Q4 2025 | Jan 05, 2026 |
| LRI Investments, LLC | History | Reduced | 812 | 59 | 0.0% | 0.0% | 236 | -45 | -5.25% | Q4 2025 | Feb 04, 2026 |
| Motiv8 Investments LLC | History | New | 738 | 54 | 0.03% | — | 237 | +738 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 705 | 51 | 0.0% | 0.0% | 238 | +146 | 26.12% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 661 | 48 | 0.01% | — | 240 | +661 | New | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | Added to | 659 | 48 | 0.0% | 0.0% | 239 | +213 | 47.76% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 650 | 47 | 0.0% | 0.0% | 241 | +110 | 20.37% | Q4 2025 | Feb 06, 2026 |
| S&T BANK/PA | History | No change | 631 | 46 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 600 | 43 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 554 | 40 | 0.0% | 0.0% | 244 | +1 | 0.18% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 540 | 39 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 490 | 35 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 415 | 30 | 0.0% | 0.0% | 247 | -3 | -0.72% | Q4 2025 | Feb 13, 2026 |
| Canton Hathaway, LLC | History | No change | 424 | 30 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | No change | 401 | 29 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 389 | 28 | 0.0% | 0.0% | 250 | +3 | 0.78% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 379 | 27 | 0.0% | 0.0% | 251 | +1 | 0.26% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 358 | 26 | 0.0% | 0.0% | 252 | +224 | 167.16% | Q4 2025 | Jan 28, 2026 |
| Piscataqua Savings Bank | History | No change | 342 | 24 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 300 | 21 | 0.0% | 0.0% | 254 | -14 | -4.46% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 285 | 20 | 0.0% | — | 256 | +285 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 283 | 20 | 0.0% | 0.0% | 255 | +31 | 12.3% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 260 | 19 | 0.0% | 0.0% | 257 | -13 | -4.76% | Q4 2025 | Jan 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 269 | 19 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 251 | 18 | 0.0% | — | 260 | +251 | New | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 246 | 18 | 0.0% | 0.0% | 259 | +112 | 83.58% | Q4 2025 | Feb 09, 2026 |
| HighMark Wealth Management LLC | History | Added to | 186 | 13 | 0.01% | 0.01% | 261 | +2 | 1.09% | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | No change | 182 | 13 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 159 | 11 | 0.0% | 0.0% | 263 | -4 | -2.45% | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 161 | 11 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ares Financial Consulting, LLC | History | New | 147 | 10 | 0.01% | — | 267 | +147 | New | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 146 | 10 | 0.0% | 0.0% | 266 | -1 | -0.68% | Q4 2025 | Jan 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 143 | 10 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Reduced | 126 | 9 | 0.0% | 0.01% | 269 | -142 | -52.99% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 126 | 9 | 0.0% | 0.0% | 268 | +1 | 0.8% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 117 | 8 | 0.0% | 0.0% | 271 | +48 | 69.57% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 114 | 8 | 0.0% | 0.0% | 270 | +13 | 12.87% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 110 | 8 | 0.0% | 0.0% | 272 | +8 | 7.84% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 118 | 8 | 0.0% | 0.0% | 273 | +6 | 5.36% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 104 | 7 | 0.0% | 0.0% | 274 | -515 | -83.2% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | Reduced | 93 | 6 | 0.0% | 0.0% | 275 | -126 | -57.53% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 78 | 5 | 0.0% | 0.0% | 277 | -3,467 | -97.8% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | Added to | 72 | 5 | 0.0% | 0.0% | 279 | +8 | 12.5% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 70 | 5 | 0.0% | 0.0% | 276 | +1 | 1.45% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 71 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 65 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 58 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 48 | 3 | 0.0% | — | 283 | +48 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 45 | 3 | 0.0% | — | 284 | +45 | New | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Added to | 48 | 3 | 0.0% | 0.0% | 285 | +2 | 4.35% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 48 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Torren Management, LLC | History | New | 37 | 2 | 0.0% | — | 291 | +37 | New | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | New | 35 | 2 | 0.0% | — | 290 | +35 | New | Q4 2025 | Feb 05, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 32 | 2 | 0.0% | — | 289 | +32 | New | Q4 2025 | Jan 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 29 | 2 | 0.0% | 0.0% | 287 | +12 | 70.59% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 288 | -6 | -15.38% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 30 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 24 | 1 | 0.0% | 0.0% | 294 | -34 | -58.62% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 25 | 1 | 0.0% | — | 299 | +25 | New | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 26 | 1 | 0.0% | — | 292 | +21 | 420.0% | Q4 2025 | Jan 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 17 | 1 | 0.0% | — | 297 | +17 | New | Q4 2025 | Feb 09, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 295 | -13 | -40.63% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 298 | -10 | -27.03% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 19 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -1,173,681 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -121,267 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,360 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANC FUNDS CO LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -16,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,678 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,668 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,513 | -100.0% | Q3 2025 | Oct 30, 2025 |
| WHALEROCK POINT PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,436 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,049 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -469 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quarry LP | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2025 | Feb 02, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rialto Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parallel Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |