ING GROEP NV - ING
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 53,221,109 | 1,490,191 | 0.51% | 0.54% | 1 | -3,919,845 | -6.86% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 12,749,112 | 356,975 | 0.02% | 0.02% | 2 | -173,200 | -1.34% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,809,610 | 218,669 | 0.03% | 0.02% | 3 | +195,882 | 2.57% | Q4 2025 | Mar 25, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 6,815,183 | 190,825 | 0.11% | 0.12% | 4 | -779,048 | -10.26% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,389,218 | 178,898 | 0.01% | 0.01% | 5 | -896,002 | -12.3% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 6,363,732 | 178,184 | 0.01% | 0.01% | 6 | +561,685 | 9.68% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 5,177,240 | 144,962 | 0.0% | 0.0% | 7 | +784,896 | 17.87% | Q4 2025 | Feb 12, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 5,168,938 | 144,730 | 0.29% | 0.27% | 8 | -147,633 | -2.78% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,048,638 | 113,361 | 0.01% | 0.01% | 9 | -407,760 | -9.15% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,650,790 | 102,222 | 0.02% | — | 10 | +3,650,790 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 2,940,579 | 82,336 | 0.12% | 0.12% | 11 | -304,868 | -9.39% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,915,827 | 81,643 | 0.14% | 0.13% | 12 | -707,106 | -19.52% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 2,763,710 | 77,384 | 1.51% | 1.47% | 13 | -31,693 | -1.13% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,700,573 | 75,616 | 0.01% | 0.01% | 14 | +1,032,177 | 61.87% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,414,525 | 67,606 | 0.01% | 0.01% | 15 | -373,035 | -13.38% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,963,509 | 54,978 | 0.03% | 0.02% | 16 | +242,488 | 14.09% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 1,784,650 | 49,970 | 0.37% | 0.35% | 17 | +6,100 | 0.34% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,648,706 | 46,163 | 0.01% | 0.01% | 18 | -342,030 | -17.18% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,647,209 | 46,121 | 0.09% | 0.1% | 19 | +290,250 | 21.39% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,381,214 | 38,674 | 0.0% | 0.0% | 20 | +138,181 | 11.12% | Q4 2025 | Feb 11, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 982,006 | 27,496 | 0.38% | 0.55% | 21 | -616,240 | -38.56% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 835,381 | 23,390 | 0.03% | 0.03% | 22 | -11,289 | -1.33% | Q4 2025 | Feb 06, 2026 |
| Guardian Partners Inc. | History | Added to | 718,678 | 21,942 | 1.76% | 1.57% | 23 | +7,172 | 1.01% | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 769,078 | 21,534 | 0.96% | 1.16% | 24 | -207,553 | -21.25% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 760,662 | 21,301 | 0.01% | 0.01% | 25 | -26,428 | -3.36% | Q4 2025 | Feb 18, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 730,761 | 20,461 | 0.02% | 0.02% | 26 | -29,601 | -3.89% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 717,950 | 20,102 | 0.01% | 0.0% | 27 | +157,111 | 28.01% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 710,924 | 19,905 | 0.0% | 0.0% | 28 | -32,896 | -4.42% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 692,167 | 19,380 | 0.02% | — | 29 | +692,167 | New | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 632,753 | 17,717 | 0.22% | 0.19% | 30 | +86,364 | 15.81% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 575,314 | 16,108 | 0.0% | 0.0% | 31 | +33,102 | 6.1% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 557,815 | 15,618 | 0.02% | 0.01% | 32 | +337,415 | 153.09% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 556,894 | 15,593 | 1.46% | 2.31% | 33 | -344,042 | -38.19% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 542,264 | 15,183 | 0.08% | 0.08% | 34 | +32,866 | 6.45% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 540,563 | 15,135 | 0.01% | 0.01% | 35 | +9,235 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 534,231 | 14,973 | 0.01% | 0.01% | 36 | -3,598 | -0.67% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 486,662 | 13,626 | 0.0% | 0.0% | 37 | -32,351 | -6.23% | Q4 2025 | Jan 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 480,527 | 13,454 | 0.04% | 0.02% | 38 | +188,361 | 64.47% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 462,155 | 12,940 | 0.0% | 0.0% | 39 | +56,398 | 13.9% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 456,395 | 12,779 | 0.0% | 0.0% | 40 | +8,119 | 1.81% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 453,769 | 12,705 | 0.02% | 0.02% | 41 | -37,392 | -7.61% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 434,215 | 12,158 | 0.05% | — | 42 | +434,215 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 429,176 | 12,016 | 0.01% | 0.01% | 43 | +48,174 | 12.64% | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 411,022 | 11,820 | 0.02% | 0.0% | 44 | +369,310 | 885.38% | Q4 2025 | Jan 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 419,281 | 11,739 | 0.03% | 0.03% | 45 | -76,380 | -15.41% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 418,028 | 11,704 | 0.0% | 0.0% | 46 | +112,611 | 36.87% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 416,814 | 11,670 | 0.01% | 0.01% | 47 | +3,617 | 0.88% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 385,715 | 10,800 | 0.01% | 0.01% | 48 | +32,170 | 9.1% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 375,799 | 10,522 | 0.0% | 0.0% | 49 | -17,407 | -4.43% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 375,203 | 10,505 | 0.0% | 0.02% | 50 | -1,672,514 | -81.68% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 360,161 | 10,084 | 0.0% | 0.0% | 51 | +13,553 | 3.91% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 355,822 | 9,963 | 0.17% | 0.13% | 52 | +94,362 | 36.09% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 320,631 | 8,977 | 0.01% | 0.01% | 53 | +18,101 | 5.98% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 317,841 | 8,899 | 0.01% | 0.01% | 54 | +14,933 | 4.93% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 312,033 | 8,736 | 0.0% | 0.0% | 55 | -3,393 | -1.08% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 309,114 | 8,655 | 0.12% | 0.0% | 56 | +308,199 | 33682.95% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 303,498 | 8,497 | 0.03% | 0.02% | 57 | +82,406 | 37.27% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 286,547 | 8,023 | 0.0% | 0.0% | 58 | +48,926 | 20.59% | Q4 2025 | Feb 17, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 277,987 | 7,783 | 0.1% | 0.17% | 59 | -225,640 | -44.8% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 276,993 | 7,755 | 0.1% | 0.03% | 60 | +214,194 | 341.08% | Q4 2025 | Feb 06, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 276,801 | 7,750 | 0.33% | 0.27% | 61 | +28,163 | 11.33% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 272,776 | 7,637 | 1.06% | 1.04% | 62 | +2,766 | 1.02% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 272,046 | 7,617 | 0.03% | 0.03% | 63 | +1,886 | 0.7% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 261,134 | 7,311 | 0.0% | 0.0% | 64 | -5,007 | -1.88% | Q4 2025 | Feb 11, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 260,417 | 7,291 | 0.37% | 1.11% | 65 | -1,270,923 | -82.99% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 258,692 | 7,244 | 0.01% | 0.01% | 66 | +17,029 | 7.05% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 256,336 | 7,177 | 0.17% | 0.16% | 67 | +35,181 | 15.91% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 247,882 | 6,987 | 0.49% | 0.42% | 68 | +35,400 | 16.66% | Q4 2025 | Jan 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 247,804 | 6,938 | 0.1% | 0.11% | 69 | -29,735 | -10.71% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 231,061 | 6,469 | 0.02% | 0.03% | 70 | -186,557 | -44.67% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 229,679 | 6,445 | 0.01% | 0.01% | 71 | -16,291 | -6.62% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 228,282 | 6,391 | 0.31% | 0.18% | 72 | +135,936 | 147.2% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 220,253 | 6,167 | 0.01% | 0.01% | 73 | -13,025 | -5.58% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Added to | 217,394 | 6,108 | 0.0% | 0.0% | 74 | +4,836 | 2.28% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 215,381 | 6,030 | 0.0% | 0.0% | 75 | +149,650 | 227.67% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | New | 212,752 | 5,957 | 0.0% | — | 76 | +212,752 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 209,965 | 5,879 | 0.04% | 0.04% | 77 | -10,351 | -4.7% | Q4 2025 | Feb 12, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | Reduced | 208,280 | 5,832 | 0.5% | 0.66% | 78 | -18,979 | -8.35% | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 206,902 | 5,793 | 0.11% | 0.1% | 79 | +5,010 | 2.48% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 202,935 | 5,682 | 0.18% | 0.16% | 80 | -2,044 | -1.0% | Q4 2025 | Jan 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 198,846 | 5,567 | 0.12% | — | 81 | +198,846 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 193,719 | 5,424 | 0.05% | 0.05% | 82 | -3,489 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 190,638 | 5,337 | 0.18% | 0.21% | 83 | -29,153 | -13.26% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 190,005 | 5,320 | 0.01% | 0.01% | 84 | +20,923 | 12.37% | Q4 2025 | Mar 16, 2026 |
| &PARTNERS | History | Added to | 188,564 | 5,280 | 0.03% | 0.03% | 85 | +38,474 | 25.63% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 178,924 | 5,009 | 0.06% | 0.06% | 86 | +1,691 | 0.95% | Q4 2025 | Feb 02, 2026 |
| WASATCH ADVISORS LP | History | New | 175,000 | 4,900 | 0.03% | — | 87 | +175,000 | New | Q4 2025 | Feb 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 174,948 | 4,898 | 0.18% | 0.18% | 88 | -1,673 | -0.95% | Q4 2025 | Jan 28, 2026 |
| Callan Family Office, LLC | History | Added to | 168,388 | 4,714 | 0.1% | 0.08% | 89 | +71,091 | 73.07% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 162,043 | 4,537 | 0.03% | — | 90 | +162,043 | New | Q4 2025 | Feb 18, 2026 |
| Ethic Inc. | History | Reduced | 160,266 | 4,487 | 0.07% | 0.07% | 91 | -5,695 | -3.43% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | Reduced | 152,912 | 4,282 | 0.01% | 0.01% | 92 | -19,527 | -11.32% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 149,565 | 4,187 | 0.01% | 0.01% | 93 | +3,620 | 2.48% | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 147,724 | 4,136 | 0.15% | 0.15% | 94 | -358 | -0.24% | Q4 2025 | Feb 04, 2026 |
| Aquatic Capital Management LLC | History | Added to | 138,447 | 3,876 | 0.11% | 0.01% | 95 | +125,401 | 961.22% | Q4 2025 | Feb 17, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 134,479 | 3,765 | 1.67% | 1.54% | 96 | -592 | -0.44% | Q4 2025 | Jan 20, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 133,999 | 3,751 | 0.91% | 0.84% | 97 | -1,878 | -1.38% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 131,574 | 3,684 | 0.0% | 0.0% | 98 | -34,740 | -20.89% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 130,586 | 3,656 | 0.06% | 0.05% | 99 | +977 | 0.75% | Q4 2025 | Jan 20, 2026 |
| Sanders Capital, LLC | History | Reduced | 128,385 | 3,569 | 0.0% | 0.0% | 100 | -8,800 | -6.41% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 121,500 | 3,402 | 0.05% | 0.05% | 101 | +4,014 | 3.42% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 119,297 | 3,340 | 0.0% | 0.0% | 102 | -4,391 | -3.55% | Q4 2025 | Feb 12, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 114,934 | 3,218 | 0.64% | 0.64% | 103 | -13,209 | -10.31% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 114,044 | 3,193 | 0.08% | — | 104 | +114,044 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 112,975 | 3,163 | 0.01% | — | 105 | +112,975 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 112,113 | 3,139 | 0.0% | 0.0% | 106 | -2,958 | -2.57% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 110,516 | 3,094 | 0.0% | 0.0% | 107 | +10,335 | 10.32% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 106,170 | 2,972 | 0.01% | 0.0% | 108 | +38,486 | 56.86% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 106,170 | 2,972 | 0.09% | 0.09% | 109 | +374 | 0.35% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 100,048 | 2,800 | 0.0% | 0.02% | 110 | -236,450 | -70.27% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 98,140 | 2,747 | 0.03% | 0.03% | 111 | -4,198 | -4.1% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 96,832 | 2,711 | 0.0% | 0.0% | 112 | -21,724 | -18.32% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 96,202 | 2,693 | 0.0% | 1.41% | 113 | +84,535 | 724.57% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 93,403 | 2,615 | 0.57% | 0.57% | 114 | -6,000 | -6.04% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 92,705 | 2,595 | 0.0% | 0.0% | 115 | -147,825 | -61.46% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 88,660 | 2,482 | 0.12% | 0.13% | 116 | -9,605 | -9.77% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 88,169 | 2,468 | 0.01% | 0.01% | 117 | +19,488 | 28.37% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 87,172 | 2,440 | 0.03% | 0.03% | 118 | -22,294 | -20.37% | Q4 2025 | Feb 02, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 86,660 | 2,426 | 0.01% | 0.01% | 119 | -38,455 | -30.74% | Q4 2025 | Feb 17, 2026 |
| INTRUST BANK NA | History | Reduced | 85,125 | 2,383 | 0.2% | 0.19% | 120 | -2,666 | -3.04% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 82,133 | 2,350 | 0.0% | 0.0% | 121 | -6,861 | -7.71% | Q4 2025 | Jan 08, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 82,641 | 2,313 | 0.13% | 0.12% | 122 | +4,814 | 6.19% | Q4 2025 | Jan 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 82,401 | 2,307 | 0.0% | 0.0% | 123 | +12,211 | 17.4% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 82,065 | 2,297 | 0.16% | 0.15% | 124 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BONNESS ENTERPRISES INC | History | No change | 82,000 | 2,296 | 0.79% | 0.7% | 125 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 81,158 | 2,272 | 0.1% | 0.13% | 126 | -18,142 | -18.27% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 81,002 | 2,268 | 0.0% | 0.0% | 127 | +5,325 | 7.04% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 79,810 | 2,234 | 0.07% | 0.06% | 128 | +4,046 | 5.34% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 78,190 | 2,189 | 0.0% | 0.0% | 129 | -197 | -0.25% | Q4 2025 | Mar 09, 2026 |
| Brooklyn Investment Group | History | Added to | 75,374 | 2,106 | 0.1% | 0.07% | 130 | +53,061 | 237.8% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | Added to | 73,872 | 2,068 | 0.01% | 0.0% | 131 | +48,372 | 189.69% | Q4 2025 | Feb 13, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 71,925 | 2,013 | 0.89% | 0.74% | 132 | -36 | -0.05% | Q4 2025 | Jan 30, 2026 |
| Caprock Group, LLC | History | Added to | 70,814 | 1,982 | 0.04% | 0.04% | 133 | +4,790 | 7.25% | Q4 2025 | Jan 28, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 68,962 | 1,930 | 0.01% | 0.0% | 134 | +11,174 | 19.34% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,839 | 1,899 | 0.0% | 0.0% | 135 | +467 | 0.69% | Q4 2025 | Feb 13, 2026 |
| Naviter Wealth, LLC | History | Reduced | 67,792 | 1,898 | 0.25% | 0.24% | 136 | -12,288 | -15.34% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 66,540 | 1,863 | 0.01% | 0.01% | 137 | +1,363 | 2.09% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 66,368 | 1,858 | 0.01% | 0.01% | 138 | +2,066 | 3.21% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 66,010 | 1,848 | 0.03% | 0.02% | 139 | -2,036 | -2.99% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 65,859 | 1,844 | 0.0% | 0.0% | 140 | +9,512 | 16.88% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 63,963 | 1,790 | 0.01% | 0.0% | 141 | +12,983 | 25.47% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 62,675 | 1,754 | 0.01% | 0.01% | 142 | -23 | -0.04% | Q4 2025 | Feb 03, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 62,473 | 1,749 | 0.2% | 0.18% | 143 | +2,423 | 4.03% | Q4 2025 | Jan 14, 2026 |
| Abundance Wealth Counselors | History | Added to | 62,420 | 1,747 | 0.29% | 0.27% | 144 | +2,971 | 5.0% | Q4 2025 | Jan 26, 2026 |
| Walleye Trading LLC | History | New | 61,100 | 1,710 | 0.0% | — | 145 | +61,100 | New | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 60,560 | 1,695 | 0.02% | 0.02% | 146 | -4,685 | -7.18% | Q4 2025 | Jan 21, 2026 |
| Trexquant Investment LP | History | Reduced | 59,831 | 1,675 | 0.01% | 0.06% | 147 | -152,764 | -71.86% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 58,377 | 1,634 | 0.05% | 0.04% | 148 | +5,815 | 11.06% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 55,645 | 1,558 | 0.0% | 0.0% | 149 | -2,190 | -3.79% | Q4 2025 | Feb 11, 2026 |
| LFG Wealth Partners, LLC | History | New | 54,631 | 1,529 | 0.97% | — | 150 | +54,631 | New | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 54,501 | 1,526 | 0.02% | 0.02% | 151 | +2,000 | 3.81% | Q4 2025 | Jan 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 54,401 | 1,523 | 0.01% | 0.01% | 152 | +33,844 | 164.63% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 54,220 | 1,518 | 0.0% | 0.0% | 153 | +9,542 | 21.36% | Q4 2025 | Feb 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 54,124 | 1,515 | 0.03% | 0.03% | 154 | -1,529 | -2.75% | Q4 2025 | Jan 27, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 53,742 | 1,504 | 0.03% | 0.02% | 155 | +3,585 | 7.15% | Q4 2025 | Feb 17, 2026 |
| XY Capital Ltd | History | Reduced | 52,989 | 1,483 | 0.93% | 1.38% | 156 | -47,557 | -47.3% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 51,803 | 1,450 | 0.02% | 0.01% | 157 | +9,269 | 21.79% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 51,756 | 1,449 | 0.01% | 0.01% | 158 | -5,990 | -10.37% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 51,814 | 1,446 | 0.0% | 0.0% | 159 | +26,616 | 105.63% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 50,760 | 1,421 | 0.0% | 0.0% | 160 | +17,260 | 51.52% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 50,490 | 1,413 | 0.01% | 0.01% | 161 | +7,092 | 16.34% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 50,175 | 1,404 | 0.02% | 0.03% | 162 | -13,438 | -21.12% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,836 | 1,395 | 0.0% | 0.0% | 163 | +1,396 | 2.88% | Q4 2025 | Feb 02, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 49,284 | 1,379 | 0.08% | 0.08% | 164 | -8,234 | -14.32% | Q4 2025 | Jan 29, 2026 |
| Abacus Wealth Partners, LLC | History | New | 49,211 | 1,377 | 0.14% | — | 165 | +49,211 | New | Q4 2025 | Feb 05, 2026 |
| Covenant Partners, LLC | History | No change | 49,131 | 1,375 | 0.4% | 0.36% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Forum Financial Management, LP | History | Reduced | 49,021 | 1,372 | 0.02% | 0.02% | 167 | -13 | -0.03% | Q4 2025 | Jan 27, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Reduced | 48,925 | 1,369 | 0.02% | 0.02% | 168 | -200 | -0.41% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 48,586 | 1,360 | 0.01% | 0.01% | 169 | -3,274 | -6.31% | Q4 2025 | Jan 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 46,955 | 1,314 | 0.08% | — | 170 | +46,955 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 46,107 | 1,290 | 0.03% | — | 171 | +46,107 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 45,733 | 1,280 | 0.01% | 0.01% | 173 | +7,712 | 20.28% | Q4 2025 | Feb 03, 2026 |
| Qtron Investments LLC | History | Reduced | 45,734 | 1,280 | 0.17% | 0.16% | 172 | -3,623 | -7.34% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Reduced | 45,142 | 1,268 | 0.02% | 0.02% | 174 | -990 | -2.15% | Q4 2025 | Jan 23, 2026 |
| GUARDIAN CAPITAL LP | History | New | 44,883 | 1,256 | 0.04% | — | 175 | +44,883 | New | Q4 2025 | Feb 18, 2026 |
| First Pacific Financial | History | Added to | 44,842 | 1,255 | 0.16% | 0.02% | 176 | +38,983 | 665.35% | Q4 2025 | Jan 16, 2026 |
| Lido Advisors, LLC | History | Added to | 47,377 | 1,237 | 0.0% | 0.0% | 177 | +127 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 44,091 | 1,234 | 0.5% | 0.57% | 178 | -6,125 | -12.2% | Q4 2025 | Jan 16, 2026 |
| Voleon Capital Management LP | History | New | 43,128 | 1,207 | 0.03% | — | 179 | +43,128 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 42,438 | 1,188 | 0.02% | 0.01% | 180 | +29,226 | 221.21% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 42,051 | 1,177 | 0.01% | 0.01% | 181 | -139 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 41,222 | 1,154 | 0.01% | 0.01% | 182 | -441 | -1.06% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 41,182 | 1,153 | 0.0% | 0.02% | 184 | -1,916,085 | -97.9% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 41,049 | 1,153 | 0.04% | 0.06% | 185 | +5,393 | 15.13% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 41,184 | 1,153 | 0.06% | 0.06% | 183 | +467 | 1.15% | Q4 2025 | Feb 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 40,364 | 1,130 | 0.05% | 0.03% | 186 | +24,344 | 151.96% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | No change | 40,315 | 1,128 | 0.21% | 0.19% | 187 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 40,000 | 1,120 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Added to | 39,646 | 1,110 | 0.01% | 0.01% | 189 | +520 | 1.33% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 37,796 | 1,058 | 0.26% | 0.24% | 190 | -479 | -1.25% | Q4 2025 | Jan 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 37,501 | 1,050 | 0.02% | 0.02% | 191 | -2,822 | -7.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,149 | 1,040 | 0.01% | 0.01% | 192 | +3,290 | 9.72% | Q4 2025 | Jan 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 36,177 | 1,012 | 0.01% | 0.01% | 193 | -7,862 | -17.85% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 35,915 | 1,005 | 0.02% | 0.03% | 194 | -3,891 | -9.77% | Q4 2025 | Feb 05, 2026 |
| Hilltop Holdings Inc. | History | Added to | 35,608 | 997 | 0.06% | 0.04% | 195 | +9,384 | 35.78% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 35,048 | 989 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 35,019 | 980 | 0.01% | 0.01% | 197 | -975 | -2.71% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 34,528 | 967 | 0.0% | 0.0% | 199 | +7,691 | 28.66% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 34,560 | 967 | 0.01% | 0.01% | 198 | -308 | -0.88% | Q4 2025 | Feb 09, 2026 |
| M&T BANK CORP | History | Reduced | 34,488 | 966 | 0.0% | 0.0% | 200 | -4,343 | -11.18% | Q4 2025 | Jan 30, 2026 |
| GLENMEDE TRUST CO NA | History | New | 34,339 | 961 | 0.0% | — | 201 | +34,339 | New | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 34,347 | 961 | 0.0% | 0.0% | 202 | +873 | 2.61% | Q4 2025 | Feb 12, 2026 |
| Themes Management Co LLC | History | New | 33,650 | 942 | 0.7% | — | 203 | +33,650 | New | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | Reduced | 32,007 | 896 | 0.02% | 0.02% | 204 | -196 | -0.61% | Q4 2025 | Feb 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 31,912 | 894 | 0.0% | 0.0% | 205 | -955,870 | -96.77% | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 31,606 | 884 | 0.01% | 0.01% | 207 | +1,729 | 5.79% | Q4 2025 | Feb 10, 2026 |
| Iowa State Bank | History | No change | 31,588 | 884 | 0.17% | 0.16% | 206 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 31,334 | 877 | 0.02% | 0.01% | 208 | +17,945 | 134.03% | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | Reduced | 31,257 | 875 | 0.04% | 0.05% | 209 | -1,126 | -3.48% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Reduced | 30,600 | 856 | 0.0% | 0.02% | 210 | -469,400 | -93.88% | Q4 2025 | Mar 12, 2026 |
| Optas, LLC | History | Added to | 30,363 | 850 | 0.13% | 0.07% | 211 | +14,957 | 97.09% | Q4 2025 | Jan 27, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 30,391 | 850 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,341 | 821 | 0.01% | 0.0% | 213 | +6,824 | 30.31% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Reduced | 29,222 | 818 | 0.01% | 0.01% | 214 | -3,216 | -9.91% | Q4 2025 | Feb 05, 2026 |
| Verition Fund Management LLC | History | New | 28,023 | 784 | 0.0% | — | 215 | +28,023 | New | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,830 | 751 | 0.0% | 0.0% | 216 | +5,707 | 27.02% | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 26,733 | 748 | 0.03% | 0.02% | 217 | +3,591 | 15.52% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 25,693 | 719 | 0.15% | 0.12% | 218 | +8,841 | 52.46% | Q4 2025 | Feb 10, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 25,619 | 717 | 0.02% | 0.03% | 219 | -3,984 | -13.46% | Q4 2025 | Feb 06, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 25,431 | 712 | 0.28% | 0.26% | 220 | -6 | -0.02% | Q4 2025 | Feb 03, 2026 |
| DRW Securities, LLC | History | Reduced | 25,349 | 709 | 0.02% | 0.02% | 221 | -14,382 | -36.2% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 25,348 | 709 | 0.03% | 0.02% | 222 | -542 | -2.09% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,030 | 700 | 0.0% | 0.0% | 223 | -11,279 | -31.06% | Q4 2025 | Feb 12, 2026 |
| SIH Partners, LLLP | History | No change | 24,800 | 694 | 0.01% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | New | 24,281 | 679 | 0.06% | — | 225 | +24,281 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 24,130 | 675 | 0.0% | 0.0% | 226 | -235,910 | -90.72% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 23,713 | 663 | 0.01% | 0.01% | 227 | -5,260 | -18.15% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 23,701 | 663 | 0.0% | 0.0% | 228 | -1,931 | -7.53% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 23,674 | 662 | 0.41% | 0.41% | 229 | -3,065 | -11.46% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 23,671 | 662 | 0.08% | 0.08% | 230 | +1,395 | 6.26% | Q4 2025 | Jan 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,251 | 651 | 0.01% | 0.01% | 231 | -1,334 | -5.43% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 23,240 | 650 | 0.04% | 0.06% | 232 | +370 | 1.62% | Q4 2025 | Jan 29, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 23,075 | 646 | 0.2% | 0.19% | 233 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Diligent Investors, LLC | History | No change | 21,837 | 611 | 0.15% | 0.14% | 234 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,132 | 591 | 0.0% | 0.0% | 235 | -565 | -2.6% | Q4 2025 | Feb 13, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 21,091 | 590 | 0.07% | 0.07% | 236 | -1,595 | -7.03% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,967 | 587 | 0.0% | 0.0% | 237 | +1,206 | 6.1% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 20,834 | 583 | 0.01% | 0.01% | 238 | -433 | -2.04% | Q4 2025 | Feb 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 20,608 | 577 | 0.01% | 0.0% | 239 | +9,385 | 83.62% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 20,082 | 562 | 0.0% | 0.0% | 240 | +3,854 | 23.75% | Q4 2025 | Jan 30, 2026 |
| Abel Hall, LLC | History | Added to | 20,071 | 561 | 0.13% | 0.1% | 241 | +10,513 | 109.99% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 19,913 | 557 | 0.09% | — | 242 | +19,913 | New | Q4 2025 | Feb 11, 2026 |
| Ellevest, Inc. | History | Reduced | 19,547 | 547 | 0.08% | 0.08% | 243 | -1,435 | -6.84% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 19,241 | 538 | 0.06% | 0.07% | 244 | -3,896 | -16.84% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,144 | 536 | 0.01% | 0.01% | 245 | +2,430 | 14.54% | Q4 2025 | Jan 29, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 18,961 | 530 | 0.03% | 0.03% | 246 | +476 | 2.58% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,556 | 519 | 0.01% | 0.01% | 247 | +1,271 | 7.35% | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 18,457 | 516 | 0.03% | 0.03% | 248 | -2,883 | -13.51% | Q4 2025 | Mar 04, 2026 |
| Rathbones Group PLC | History | No change | 18,100 | 506 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 18,014 | 504 | 0.01% | 0.01% | 251 | +699 | 4.04% | Q4 2025 | Jan 07, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 18,006 | 504 | 0.03% | 0.03% | 250 | -437 | -2.37% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 17,583 | 492 | 0.02% | 0.01% | 252 | +1,333 | 8.2% | Q4 2025 | Feb 09, 2026 |
| Venturi Wealth Management, LLC | History | New | 17,520 | 490 | 0.02% | — | 253 | +17,520 | New | Q4 2025 | Jan 22, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 17,519 | 490 | 0.03% | 0.03% | 254 | +1,641 | 10.34% | Q4 2025 | Jan 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 17,430 | 488 | 0.26% | 0.25% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 17,359 | 486 | 0.0% | 0.0% | 256 | +497 | 2.95% | Q4 2025 | Jan 26, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 17,155 | 480 | 0.09% | 0.09% | 257 | -747 | -4.17% | Q4 2025 | Jan 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 17,006 | 476 | 0.01% | — | 259 | +17,006 | New | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 17,021 | 476 | 0.17% | 0.16% | 258 | -931 | -5.19% | Q4 2025 | Jan 30, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 16,935 | 474 | 0.03% | 0.03% | 260 | +41 | 0.24% | Q4 2025 | Jan 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 16,794 | 470 | 0.01% | 0.01% | 261 | +3,036 | 22.07% | Q4 2025 | Feb 09, 2026 |
| RD Lewis Holdings, Inc. | History | Added to | 15,176 | 469 | 0.4% | 0.38% | 262 | +15 | 0.1% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 16,735 | 468 | 0.0% | 0.01% | 263 | -3,992 | -19.26% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,749 | 468 | 0.01% | 0.01% | 264 | +1,012 | 6.43% | Q4 2025 | Feb 04, 2026 |
| Net Worth Advisory Group | History | Added to | 16,541 | 463 | 0.09% | 0.12% | 265 | +301 | 1.85% | Q4 2025 | Jan 14, 2026 |
| PDS Planning, Inc | History | Added to | 16,479 | 461 | 0.03% | 0.03% | 266 | +23 | 0.14% | Q4 2025 | Jan 26, 2026 |
| Nilsine Partners, LLC | History | Reduced | 16,053 | 449 | 0.04% | 0.04% | 267 | -1,190 | -6.9% | Q4 2025 | Jan 15, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 15,952 | 446 | 0.09% | 0.13% | 268 | -6,250 | -28.15% | Q4 2025 | Jan 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 15,903 | 445 | 0.0% | 0.0% | 269 | +12 | 0.08% | Q4 2025 | Feb 09, 2026 |
| Hyperion Capital Advisors LP | History | Reduced | 15,791 | 442 | 0.22% | 0.42% | 270 | -14,036 | -47.06% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 15,705 | 439 | 0.06% | 0.07% | 271 | -2,012 | -11.36% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 15,628 | 437 | 0.0% | 0.0% | 272 | -560 | -3.46% | Q4 2025 | Feb 06, 2026 |
| Canopy Partners, LLC | History | Added to | 15,497 | 433 | 0.14% | 0.13% | 273 | +90 | 0.58% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,450 | 432 | 0.01% | 0.01% | 274 | -1,397 | -8.29% | Q4 2025 | Feb 17, 2026 |
| Investment Research Partners LLC | History | Added to | 15,258 | 427 | 0.18% | 0.16% | 275 | +129 | 0.85% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,163 | 424 | 0.01% | 0.01% | 276 | +460 | 3.13% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,097 | 422 | 0.0% | — | 277 | +15,097 | New | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Added to | 15,000 | 420 | 0.0% | 0.0% | 278 | +10,438 | 228.8% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 14,843 | 415 | 0.0% | 0.0% | 279 | -105,097 | -87.62% | Q4 2025 | Feb 12, 2026 |
| Summit Global Investments | History | Reduced | 14,707 | 412 | 0.02% | 0.03% | 280 | -2,018 | -12.07% | Q4 2025 | Feb 18, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 14,621 | 409 | 0.01% | 0.01% | 281 | +1,385 | 10.46% | Q4 2025 | Feb 05, 2026 |
| SG Trading Solutions, LLC | History | New | 14,453 | 405 | 0.09% | — | 282 | +14,453 | New | Q4 2025 | Feb 24, 2026 |
| Five Oceans Advisors | History | No change | 14,429 | 404 | 0.14% | 0.14% | 283 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aviso Financial Inc. | History | Reduced | 14,232 | 398 | 0.02% | 0.02% | 284 | -1,377 | -8.82% | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 14,108 | 395 | 0.1% | 0.08% | 285 | +2,294 | 19.42% | Q4 2025 | Jan 23, 2026 |
| New Republic Capital, LLC | History | New | 14,006 | 392 | 0.1% | — | 286 | +14,006 | New | Q4 2025 | Feb 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 13,965 | 391 | 0.08% | 0.07% | 287 | +1,519 | 12.2% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 13,883 | 388 | 0.02% | 0.02% | 288 | -3 | -0.02% | Q4 2025 | Jan 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 13,841 | 387 | 0.02% | 0.02% | 289 | -408 | -2.86% | Q4 2025 | Jan 20, 2026 |
| PALLADIEM, LLC | History | New | 13,559 | 381 | 0.36% | — | 290 | +13,559 | New | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 13,500 | 378 | 0.0% | — | 291 | +13,500 | New | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | No change | 13,347 | 373 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 13,244 | 370 | 0.01% | 0.01% | 293 | -10,707 | -44.7% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 12,982 | 364 | 0.0% | 0.0% | 294 | +1,970 | 17.89% | Q4 2025 | Jan 26, 2026 |
| Keel Point, LLC | History | Reduced | 12,887 | 360 | 0.02% | 0.02% | 295 | -99 | -0.76% | Q4 2025 | Feb 12, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 12,889 | 360 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 12,722 | 356 | 0.0% | 0.0% | 297 | +3,568 | 38.98% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,738 | 356 | 0.01% | 0.01% | 298 | +1,259 | 10.97% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Added to | 12,707 | 355 | 0.01% | 0.01% | 299 | +2,467 | 24.09% | Q4 2025 | Jan 20, 2026 |
| DGS Capital Management, LLC | History | Reduced | 12,605 | 352 | 0.06% | 0.06% | 301 | -648 | -4.89% | Q4 2025 | Feb 24, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 12,587 | 352 | 0.01% | 0.01% | 300 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 12,505 | 350 | 0.01% | 0.01% | 302 | -1,054 | -7.77% | Q4 2025 | Jan 28, 2026 |
| PCM Encore, LLC | History | New | 12,397 | 347 | 0.07% | — | 303 | +12,397 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 12,371 | 346 | 0.0% | 0.0% | 304 | -1,249 | -9.17% | Q4 2025 | Jan 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,318 | 344 | 0.01% | 0.01% | 305 | -3,065 | -19.92% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 12,131 | 340 | 0.01% | 0.01% | 306 | +686 | 5.99% | Q4 2025 | Jan 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,107 | 338 | 0.0% | 0.0% | 307 | +25 | 0.21% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,890 | 332 | 0.0% | 0.0% | 308 | +10,405 | 700.67% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | Added to | 11,832 | 331 | 0.03% | 0.02% | 309 | +3,423 | 40.71% | Q4 2025 | Jan 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 11,713 | 327 | 0.0% | 0.0% | 310 | +2,765 | 30.9% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 11,687 | 327 | 0.13% | 0.13% | 311 | +82 | 0.71% | Q4 2025 | Jan 08, 2026 |
| Entropy Technologies, LP | History | New | 11,554 | 323 | 0.02% | — | 312 | +11,554 | New | Q4 2025 | Feb 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 11,410 | 319 | 0.02% | — | 313 | +11,410 | New | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,360 | 318 | 0.01% | 0.01% | 314 | -166 | -1.44% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,230 | 314 | 0.0% | 0.0% | 315 | +267 | 2.44% | Q4 2025 | Feb 17, 2026 |
| DMC Group, LLC | History | Added to | 11,178 | 312 | 0.21% | 0.15% | 317 | +2,969 | 36.17% | Q4 2025 | Jan 21, 2026 |
| FULTON BANK, N.A. | History | Added to | 11,176 | 312 | 0.01% | 0.01% | 316 | +696 | 6.64% | Q4 2025 | Jan 08, 2026 |
| Scientech Research LLC | History | New | 11,099 | 310 | 0.19% | — | 318 | +11,099 | New | Q4 2025 | Feb 17, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 10,922 | 305 | 0.21% | 0.21% | 319 | -101 | -0.92% | Q4 2025 | Feb 10, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 10,797 | 302 | 0.09% | — | 320 | +10,797 | New | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | Added to | 10,767 | 301 | 0.0% | 0.0% | 321 | +433 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 10,744 | 300 | 0.01% | 0.01% | 322 | -14,296 | -57.09% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 10,697 | 299 | 0.02% | — | 323 | +10,697 | New | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | New | 10,650 | 298 | 0.01% | — | 324 | +10,650 | New | Q4 2025 | Feb 02, 2026 |
| Hardy Reed LLC | History | Reduced | 10,627 | 297 | 0.02% | 0.02% | 325 | -511 | -4.59% | Q4 2025 | Feb 06, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 10,552 | 295 | 0.1% | — | 326 | +10,552 | New | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 10,483 | 293 | 0.0% | 0.0% | 327 | -737 | -6.57% | Q4 2025 | Feb 11, 2026 |
| Glenview Trust Co | History | Added to | 10,398 | 291 | 0.0% | 0.0% | 328 | +12 | 0.12% | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 10,350 | 289 | 0.08% | 0.04% | 329 | -4 | -0.04% | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,305 | 288 | 0.01% | 0.01% | 330 | +494 | 5.04% | Q4 2025 | Feb 10, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 10,285 | 287 | 0.06% | — | 332 | +10,285 | New | Q4 2025 | Jan 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 10,282 | 287 | 0.02% | 0.01% | 331 | +282 | 2.82% | Q4 2025 | Feb 13, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | No change | 10,250 | 287 | 0.07% | 0.06% | 333 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Legacy Capital Group California, Inc. | History | New | 10,188 | 285 | 0.07% | — | 334 | +10,188 | New | Q4 2025 | Jan 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 10,102 | 282 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,984 | 279 | 0.0% | 0.0% | 336 | +1,450 | 16.99% | Q4 2025 | Feb 02, 2026 |
| Diversified Enterprises, LLC | History | New | 9,931 | 278 | 0.02% | — | 337 | +9,931 | New | Q4 2025 | Jan 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 9,632 | 269 | 0.04% | 0.03% | 338 | -46 | -0.48% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,575 | 268 | 0.01% | 0.01% | 340 | -674 | -6.58% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 9,413 | 268 | 0.02% | 0.02% | 339 | -129 | -1.35% | Q4 2025 | Jan 23, 2026 |
| Independent Advisor Alliance | History | New | 9,545 | 267 | 0.01% | — | 341 | +9,545 | New | Q4 2025 | Feb 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 9,440 | 264 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INVESTED ADVISORS | History | New | 9,260 | 259 | 0.27% | — | 343 | +9,260 | New | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 9,106 | 254 | 0.01% | 0.01% | 344 | -324 | -3.44% | Q4 2025 | Jan 23, 2026 |
| Argos Wealth Advisors, LLC | History | New | 9,057 | 253 | 0.07% | — | 345 | +9,057 | New | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 8,981 | 251 | 0.0% | — | 346 | +8,981 | New | Q4 2025 | Feb 05, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 8,934 | 250 | 0.01% | 0.01% | 347 | +47 | 0.53% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 8,859 | 248 | 0.0% | — | 348 | +8,859 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 8,884 | 248 | 0.0% | 0.0% | 349 | -3,689 | -29.34% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 8,778 | 245 | 0.0% | — | 350 | +8,778 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 8,734 | 244 | 0.0% | 0.0% | 351 | +361 | 4.31% | Q4 2025 | Feb 12, 2026 |
| Park Place Capital Corp | History | Added to | 8,733 | 244 | 0.05% | 0.05% | 353 | +135 | 1.57% | Q4 2025 | Jan 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 8,725 | 244 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 8,686 | 243 | 0.05% | 0.82% | 356 | -101,474 | -92.12% | Q4 2025 | Feb 12, 2026 |
| Emerald Advisors, LLC | History | New | 8,680 | 243 | 0.03% | — | 355 | +8,680 | New | Q4 2025 | Jan 27, 2026 |
| Syverson Strege & Co | History | Reduced | 8,703 | 243 | 0.06% | 0.06% | 354 | -185 | -2.08% | Q4 2025 | Feb 09, 2026 |
| GABELLI FUNDS LLC | History | New | 8,652 | 242 | 0.0% | — | 357 | +8,652 | New | Q4 2025 | Feb 05, 2026 |
| Choate Investment Advisors | History | No change | 8,592 | 240 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 8,557 | 239 | 0.01% | 0.01% | 359 | +533 | 6.64% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,412 | 235 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 8,310 | 233 | 0.01% | 0.08% | 361 | -68,260 | -89.15% | Q4 2025 | Feb 13, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 8,352 | 233 | 0.22% | — | 362 | +8,352 | New | Q4 2025 | Feb 09, 2026 |
| West Family Investments, Inc. | History | No change | 8,212 | 229 | 0.05% | 7.24% | 363 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 7,834 | 225 | 0.0% | 0.0% | 364 | -548 | -6.54% | Q4 2025 | Feb 03, 2026 |
| Engineers Gate Manager LP | History | Reduced | 7,875 | 220 | 0.0% | 0.0% | 365 | -7,675 | -49.36% | Q4 2025 | Feb 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 7,807 | 218 | 0.04% | — | 366 | +7,807 | New | Q4 2025 | Jan 21, 2026 |
| Portside Wealth Group, LLC | History | New | 7,791 | 218 | 0.03% | — | 367 | +7,791 | New | Q4 2025 | Jan 21, 2026 |
| one8zero8, LLC | History | No change | 7,760 | 217 | 0.05% | 0.04% | 368 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Employees Retirement System of Texas | History | No change | 7,699 | 216 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 7,600 | 212 | 0.0% | — | 371 | +7,600 | New | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 7,599 | 212 | 0.0% | — | 370 | +7,599 | New | Q4 2025 | Feb 18, 2026 |
| Archford Capital Strategies, LLC | History | New | 7,566 | 211 | 0.02% | — | 372 | +7,566 | New | Q4 2025 | Jan 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 7,500 | 209 | 0.01% | — | 373 | +7,500 | New | Q4 2025 | Jan 15, 2026 |
| a16z Perennial Management, L.P. | History | New | 7,452 | 208 | 0.02% | — | 374 | +7,452 | New | Q4 2025 | Feb 10, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 7,407 | 207 | 0.05% | 0.13% | 375 | -9,130 | -55.21% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 7,370 | 206 | 0.03% | — | 376 | +7,370 | New | Q4 2025 | Feb 18, 2026 |
| Stratos Investment Management, LLC | History | New | 7,317 | 204 | 0.01% | — | 377 | +7,317 | New | Q4 2025 | Jan 20, 2026 |
| May Hill Capital, LLC | History | New | 7,226 | 202 | 0.03% | — | 379 | +7,226 | New | Q4 2025 | Feb 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 7,224 | 202 | 0.02% | — | 378 | +7,224 | New | Q4 2025 | Jan 09, 2026 |
| Cromwell Holdings LLC | History | No change | 6,603 | 184 | 0.1% | 0.09% | 380 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| United Financial Planning Group LLC | History | No change | 6,330 | 177 | 0.11% | 0.1% | 381 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 5,886 | 164 | 0.0% | 0.0% | 382 | +885 | 17.7% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,450 | 152 | 0.0% | 0.0% | 383 | -404 | -6.9% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | Added to | 5,373 | 150 | 0.02% | 0.01% | 384 | +3,508 | 188.1% | Q4 2025 | Feb 11, 2026 |
| JCIC Asset Management Inc. | History | Added to | 5,315 | 148 | 0.05% | 0.04% | 385 | +480 | 9.93% | Q4 2025 | Jan 22, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 5,200 | 145 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,617 | 129 | 0.0% | 0.0% | 387 | -246 | -5.06% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,470 | 125 | 0.0% | 0.0% | 388 | +423 | 10.45% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,000 | 112 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| V-Square Quantitative Management LLC | History | New | 3,781 | 105 | 0.01% | — | 391 | +3,781 | New | Q4 2025 | Jan 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,779 | 105 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 3,550 | 99 | 0.0% | 0.0% | 392 | -427 | -10.74% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,167 | 88 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | New | 2,393 | 67 | 0.0% | — | 394 | +2,393 | New | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | No change | 2,287 | 64 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Roxbury Financial LLC | History | No change | 1,695 | 47 | 0.04% | 0.04% | 396 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,676 | 46 | 0.0% | 0.0% | 397 | +50 | 3.08% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,624 | 45 | 0.0% | 0.0% | 398 | +46 | 2.92% | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,596 | 44 | 0.0% | 0.0% | 399 | -5 | -0.31% | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,560 | 43 | 0.0% | — | 400 | +1,560 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,534 | 42 | 0.0% | 0.0% | 401 | +212 | 16.04% | Q4 2025 | Feb 10, 2026 |
| Hilltop National Bank | History | Reduced | 1,535 | 42 | 0.01% | 0.01% | 402 | -135 | -8.08% | Q4 2025 | Jan 07, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,489 | 41 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | No change | 1,414 | 39 | 0.03% | 0.02% | 404 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,314 | 38 | 0.0% | 0.0% | 405 | +69 | 5.54% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,283 | 37 | 0.0% | 0.0% | 406 | +723 | 129.11% | Q4 2025 | Jan 21, 2026 |
| Seneschal Advisors, LLC | History | No change | 1,167 | 32 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,113 | 31 | 0.0% | 0.0% | 409 | +871 | 359.92% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,124 | 31 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SouthState Bank Corp | History | Added to | 1,047 | 29 | 0.0% | 0.0% | 410 | +76 | 7.83% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,059 | 29 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CITY HOLDING CO | History | No change | 1,005 | 28 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| YANKCOM Partnership | History | Added to | 948 | 26 | 0.01% | 0.0% | 414 | +629 | 197.18% | Q4 2025 | Jan 20, 2026 |
| WPG Advisers, LLC | History | Reduced | 957 | 26 | 0.02% | 0.02% | 415 | -111 | -10.39% | Q4 2025 | Jan 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 941 | 26 | 0.0% | 0.0% | 413 | +16 | 1.73% | Q4 2025 | Jan 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 905 | 25 | 0.01% | 0.01% | 416 | +63 | 7.48% | Q4 2025 | Jan 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 900 | 25 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 885 | 24 | 0.0% | — | 419 | +885 | New | Q4 2025 | Feb 25, 2026 |
| SageView Advisory Group, LLC | History | New | 875 | 24 | 0.0% | — | 418 | +875 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 856 | 23 | 0.01% | 0.0% | 421 | +580 | 210.14% | Q4 2025 | Mar 03, 2026 |
| Bogart Wealth, LLC | History | No change | 854 | 23 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Asset Planning,Inc | History | No change | 800 | 22 | 0.02% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 740 | 20 | 0.0% | — | 423 | +740 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 722 | 20 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 743 | 20 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 712 | 19 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 633 | 18 | 0.0% | 0.0% | 428 | -265 | -29.51% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 656 | 18 | 0.0% | 0.0% | 429 | +84 | 14.69% | Q4 2025 | Feb 24, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 659 | 18 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 616 | 17 | 0.0% | — | 431 | +616 | New | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 614 | 17 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 593 | 16 | 0.0% | 0.0% | 432 | +70 | 13.38% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 568 | 15 | 0.0% | — | 434 | +568 | New | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | Reduced | 553 | 15 | 0.0% | 0.01% | 437 | -390 | -41.36% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 525 | 15 | 0.0% | 0.0% | 435 | +73 | 16.15% | Q4 2025 | Feb 02, 2026 |
| TD Capital Management LLC | History | No change | 536 | 15 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 552 | 15 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 506 | 14 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | New | 480 | 13 | 0.0% | — | 439 | +480 | New | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 490 | 13 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 441 | 12 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 411 | 11 | 0.0% | 0.0% | 442 | -1,107 | -72.92% | Q4 2025 | Feb 13, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 398 | 11 | 0.0% | — | 443 | +398 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 421 | 11 | 0.0% | 0.0% | 444 | -34 | -7.47% | Q4 2025 | Jan 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Trust Asset Management, LLC | History | New | 380 | 10 | 0.0% | — | 446 | +380 | New | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 381 | 10 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Elyxium Wealth, LLC | History | New | 354 | 9 | 0.0% | — | 452 | +354 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | New | 323 | 9 | 0.0% | — | 450 | +323 | New | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 331 | 9 | 0.0% | 0.0% | 449 | +231 | 231.0% | Q4 2025 | Jan 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 342 | 9 | 0.0% | 0.0% | 448 | -56 | -14.07% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 353 | 9 | 0.0% | 0.0% | 451 | +28 | 8.62% | Q4 2025 | Jan 13, 2026 |
| Stephens Consulting, LLC | History | New | 308 | 8 | 0.0% | — | 456 | +308 | New | Q4 2025 | Jan 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 303 | 8 | 0.01% | — | 458 | +303 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 290 | 8 | 0.0% | 0.0% | 453 | -30 | -9.38% | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | No change | 287 | 8 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 299 | 8 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 297 | 8 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Merited Wealth, LLC | History | New | 281 | 7 | 0.01% | — | 463 | +281 | New | Q4 2025 | Mar 26, 2026 |
| Nemes Rush Group LLC | History | New | 264 | 7 | 0.0% | — | 461 | +264 | New | Q4 2025 | Feb 11, 2026 |
| MOTCO | History | No change | 265 | 7 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Byrne Asset Management LLC | History | No change | 256 | 7 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WealthCollab, LLC | History | No change | 254 | 7 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 247 | 6 | 0.0% | 0.01% | 468 | -307 | -55.42% | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | New | 230 | 6 | 0.0% | — | 467 | +230 | New | Q4 2025 | Mar 04, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 219 | 6 | 0.01% | — | 471 | +219 | New | Q4 2025 | Feb 10, 2026 |
| Bangor Savings Bank | History | New | 218 | 6 | 0.0% | — | 465 | +218 | New | Q4 2025 | Jan 16, 2026 |
| Bare Financial Services, Inc | History | Reduced | 223 | 6 | 0.0% | 0.0% | 469 | -64 | -22.3% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 222 | 6 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 246 | 6 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Boreal Capital Management LLC | History | No change | 218 | 6 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 213 | 5 | 0.0% | — | 478 | +213 | New | Q4 2025 | Feb 05, 2026 |
| Ninepoint Partners LP | History | New | 194 | 5 | 0.0% | — | 475 | +194 | New | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 194 | 5 | 0.01% | — | 479 | +194 | New | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 189 | 5 | 0.0% | — | 472 | +189 | New | Q4 2025 | Feb 03, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 195 | 5 | 0.0% | 0.0% | 473 | -21 | -9.72% | Q4 2025 | Feb 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 209 | 5 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 179 | 5 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 207 | 5 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 152 | 4 | 0.0% | 0.0% | 487 | -283 | -65.06% | Q4 2025 | Jan 12, 2026 |
| Stone House Investment Management, LLC | History | New | 176 | 4 | 0.0% | — | 484 | +176 | New | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 172 | 4 | 0.0% | — | 490 | +172 | New | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | New | 157 | 4 | 0.0% | — | 481 | +157 | New | Q4 2025 | Feb 09, 2026 |
| Quaker Wealth Management, LLC | History | New | 150 | 4 | 0.0% | — | 486 | +150 | New | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 177 | 4 | 0.0% | — | 480 | +149 | 532.14% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | New | 144 | 4 | 0.0% | — | 485 | +144 | New | Q4 2025 | Jan 20, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 172 | 4 | 0.0% | 0.0% | 489 | +5 | 2.99% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 145 | 4 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Darwin Wealth Management, LLC | History | No change | 144 | 4 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CVA Family Office, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JNBA Financial Advisors | History | New | 139 | 3 | 0.0% | — | 492 | +139 | New | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | New | 131 | 3 | 0.0% | — | 491 | +131 | New | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | New | 125 | 3 | 0.0% | — | 495 | +125 | New | Q4 2025 | Jan 14, 2026 |
| Whipplewood Advisors, LLC | History | New | 121 | 3 | 0.0% | — | 497 | +121 | New | Q4 2025 | Feb 17, 2026 |
| West Financial Advisors, LLC | History | New | 115 | 3 | 0.0% | — | 494 | +115 | New | Q4 2025 | Jan 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 115 | 3 | 0.0% | 0.0% | 496 | -15 | -11.54% | Q4 2025 | Jan 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 110 | 3 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | New | 102 | 2 | 0.0% | — | 506 | +102 | New | Q4 2025 | Jan 27, 2026 |
| MCF Advisors LLC | History | New | 101 | 2 | 0.0% | — | 502 | +101 | New | Q4 2025 | Feb 11, 2026 |
| IMA Advisory Services, Inc. | History | New | 97 | 2 | 0.0% | — | 500 | +97 | New | Q4 2025 | Feb 11, 2026 |
| Signature Resources Capital Management, LLC | History | New | 96 | 2 | 0.0% | — | 507 | +96 | New | Q4 2025 | Jan 21, 2026 |
| First Command Advisory Services, Inc. | History | New | 79 | 2 | 0.0% | — | 503 | +79 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 78 | 2 | 0.0% | — | 508 | +78 | New | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 76 | 2 | 0.0% | — | 499 | +76 | New | Q4 2025 | Jan 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 100 | 2 | 0.0% | 0.0% | 498 | +57 | 132.56% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 74 | 2 | 0.0% | — | 509 | +40 | 117.65% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Added to | 84 | 2 | 0.0% | 0.0% | 504 | +30 | 55.56% | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacifica Partners Inc. | History | No change | 77 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Wiser Advisor Group LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealth Watch Advisors, INC | History | No change | 81 | 2 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | New | 71 | 1 | 0.0% | — | 512 | +71 | New | Q4 2025 | Feb 12, 2026 |
| Benson Wealth Management INC | History | New | 46 | 1 | 0.0% | — | 515 | +46 | New | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 40 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| American Capital Advisory, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -233,257 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -136,272 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -47,478 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,535 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -20,442 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -15,542 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -11,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,381 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Curated Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,917 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,861 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -7,729 | -100.0% | Q3 2025 | Oct 01, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,766 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,270 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -996 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Oct 28, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -228 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 23, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rossby Financial, LCC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -22 | -48.89% | Q4 2025 | Feb 02, 2026 |
| Trust Co | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Addison Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |