InvenTrust Properties Corp. - IVT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 47 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 11,146,555 | 314,444 | 0.0% | 0.0% | 1 | -127,303 | -1.13% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 9,301,921 | 262,407 | 0.0% | 0.0% | 2 | +1,511,385 | 19.4% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 6,189,709 | 174,611 | 0.09% | 0.07% | 3 | +1,456,918 | 30.78% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Reduced | 2,722,804 | 77,442 | 0.0% | 0.0% | 4 | -95,462 | -3.39% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 2,104,913 | 59,379 | 0.0% | 0.0% | 5 | +76,532 | 3.77% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,008,073 | 56,656 | 0.0% | 0.0% | 6 | -321 | -0.02% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,910,142 | 53,885 | 0.02% | 0.02% | 7 | +553,184 | 40.77% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,380,478 | 38,943 | 0.01% | 0.01% | 8 | +12,176 | 0.89% | Q4 2025 | Feb 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 1,287,805 | 36,328 | 0.36% | 0.05% | 9 | +1,103,911 | 600.3% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,050,201 | 29,626 | 0.03% | 0.03% | 10 | +200,580 | 23.61% | Q4 2025 | Feb 17, 2026 |
| Vision Capital Corp | History | Reduced | 1,017,381 | 28,700 | 12.64% | 9.25% | 11 | -88,493 | -8.0% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 990,395 | 27,938 | 0.01% | 0.01% | 12 | -17,915 | -1.78% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 963,245 | 27,153 | 0.02% | — | 13 | +963,245 | New | Q4 2025 | Feb 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 955,026 | 26,941 | 0.52% | — | 14 | +955,026 | New | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 931,828 | 26,286 | 0.0% | 0.0% | 15 | +132,135 | 16.52% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 867,186 | 24,463 | 0.0% | 0.0% | 16 | -99,474 | -10.29% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 740,690 | 20,894 | 0.07% | 0.08% | 17 | -83,234 | -10.1% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 652,063 | 18,394 | 0.0% | 0.01% | 18 | -102,432 | -13.58% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 627,233 | 17,694 | 0.01% | 0.02% | 19 | -402,978 | -39.12% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 565,064 | 15,940 | 0.0% | 0.0% | 20 | +41,369 | 7.9% | Q4 2025 | Feb 11, 2026 |
| Aberdeen Group plc | History | Added to | 561,255 | 15,833 | 0.02% | 0.02% | 21 | +12,119 | 2.21% | Q4 2025 | Jan 16, 2026 |
| Legal & General Group Plc | History | Added to | 440,373 | 12,422 | 0.0% | 0.0% | 22 | +50,610 | 12.98% | Q4 2025 | Feb 09, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 425,720 | 12,099 | 0.42% | 0.28% | 23 | +138,966 | 48.46% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 412,327 | 11,631 | 0.01% | 0.0% | 24 | +313,537 | 317.38% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 410,949 | 11,592 | 0.04% | — | 25 | +410,949 | New | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 372,467 | 10,507 | 0.05% | — | 26 | +372,467 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 370,919 | 10,463 | 0.02% | 0.02% | 27 | -21,700 | -5.53% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 342,667 | 9,666 | 0.0% | 0.0% | 28 | -46,166 | -11.87% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 336,510 | 9,492 | 0.0% | 0.0% | 29 | +6,147 | 1.86% | Q4 2025 | Feb 10, 2026 |
| Adelante Capital Management LLC | History | Reduced | 329,783 | 9,302 | 0.63% | 0.64% | 30 | -5,249 | -1.57% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 308,710 | 8,708 | 0.0% | 0.0% | 31 | +31,002 | 11.16% | Q4 2025 | Feb 13, 2026 |
| B&I Capital AG | History | New | 299,250 | 8,441 | 3.0% | — | 32 | +299,250 | New | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 268,947 | 7,586 | 0.0% | 0.0% | 33 | +69,126 | 34.59% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 245,599 | 6,928 | 0.0% | 0.0% | 34 | +10,999 | 4.69% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 227,312 | 6,412 | 0.01% | 0.0% | 35 | +199,655 | 721.9% | Q4 2025 | Jan 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 224,536 | 6,334 | 0.0% | 0.0% | 36 | +105,047 | 87.91% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 216,948 | 6,120 | 0.0% | 0.0% | 37 | +157,633 | 265.76% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 193,330 | 5,453 | 0.0% | 0.0% | 38 | +3,240 | 1.7% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 191,471 | 5,401 | 0.0% | 0.0% | 39 | -43,332 | -18.45% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 178,200 | 5,027 | 0.03% | 0.03% | 40 | +8,500 | 5.01% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 172,712 | 4,872 | 0.0% | 0.0% | 41 | +11,474 | 7.12% | Q4 2025 | Feb 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 166,148 | 4,755 | 0.01% | 0.01% | 42 | -6,874 | -3.97% | Q4 2025 | Jan 27, 2026 |
| Apollo Management Holdings, L.P. | History | New | 160,580 | 4,529 | 0.04% | — | 43 | +160,580 | New | Q4 2025 | Feb 17, 2026 |
| GSI Capital Advisors LLC | History | Added to | 153,441 | 4,328 | 2.42% | 1.29% | 44 | +73,454 | 91.83% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 153,100 | 4,318 | 0.0% | 0.0% | 45 | +2,700 | 1.8% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 142,488 | 4,019 | 0.1% | 0.1% | 46 | +7,386 | 5.47% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 139,319 | 3,930 | 0.0% | 0.0% | 47 | +26,908 | 23.94% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 130,259 | 3,674 | 0.0% | 0.0% | 48 | +1,634 | 1.27% | Q4 2025 | Mar 20, 2026 |
| Greenland Capital Management LP | History | Added to | 125,776 | 3,548 | 0.38% | 0.04% | 49 | +110,776 | 738.51% | Q4 2025 | Feb 17, 2026 |
| FJ Capital Management LLC | History | No change | 124,373 | 3,508 | 0.39% | 0.38% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 122,617 | 3,459 | 0.03% | — | 51 | +122,617 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 121,751 | 3,434 | 0.0% | 0.0% | 52 | +16,121 | 15.26% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 121,576 | 3,429 | 0.0% | — | 53 | +121,576 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 115,950 | 3,270 | 0.01% | 0.01% | 54 | +2,000 | 1.76% | Q4 2025 | Feb 10, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 111,448 | 3,143 | 0.09% | 0.15% | 55 | -19,159 | -14.67% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 106,594 | 3,007 | 0.0% | 0.0% | 56 | -19,531 | -15.49% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 105,783 | 2,984 | 0.0% | 0.0% | 57 | -3,584 | -3.28% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 104,786 | 2,954 | 0.0% | 0.0% | 58 | -53,800 | -33.92% | Q4 2025 | Feb 18, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 103,049 | 2,907 | 0.01% | 0.01% | 59 | +5,339 | 5.46% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 101,567 | 2,865 | 0.02% | 0.03% | 60 | -24,861 | -19.66% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 101,352 | 2,859 | 0.0% | 0.0% | 61 | -6,310 | -5.86% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 97,707 | 2,756 | 0.0% | 0.0% | 62 | -16,785 | -14.66% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 96,988 | 2,736 | 0.01% | 0.02% | 63 | -85,213 | -46.77% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 95,551 | 2,695 | 0.0% | 0.0% | 64 | +638 | 0.67% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 93,484 | 2,637 | 0.0% | 0.0% | 65 | +3,867 | 4.32% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 84,666 | 2,388 | 0.0% | 0.0% | 66 | -1,340 | -1.56% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 80,458 | 2,270 | 0.0% | 0.0% | 67 | -1,397 | -1.71% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 78,994 | 2,229 | 0.0% | 0.01% | 68 | -34,658 | -30.49% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 77,168 | 2,176 | 0.01% | 0.01% | 69 | +2,508 | 3.36% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 71,268 | 2,010 | 0.0% | 0.0% | 70 | -68 | -0.1% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 71,084 | 2,005 | 0.01% | 0.0% | 71 | +27,153 | 61.81% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 66,941 | 1,888 | 0.15% | 0.15% | 72 | -638 | -0.94% | Q4 2025 | Jan 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 66,530 | 1,877 | 0.0% | 0.0% | 73 | +2,502 | 3.91% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 65,773 | 1,855 | 0.0% | 0.0% | 74 | +27,422 | 71.5% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 63,558 | 1,792 | 0.0% | 0.0% | 75 | +95 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 62,317 | 1,758 | 0.0% | 0.01% | 76 | -2,960 | -4.53% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 61,656 | 1,739 | 0.0% | 0.0% | 77 | +40,562 | 192.29% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 60,790 | 1,694 | 0.0% | 0.0% | 78 | +2,728 | 4.7% | Q4 2025 | Feb 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 57,392 | 1,619 | 0.01% | 0.01% | 79 | -23,017 | -28.62% | Q4 2025 | Jan 28, 2026 |
| Man Group plc | History | Reduced | 56,736 | 1,600 | 0.0% | 0.0% | 80 | -3,620 | -6.0% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | New | 56,394 | 1,591 | 0.05% | — | 81 | +56,394 | New | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 54,272 | 1,531 | 0.0% | 0.0% | 82 | +1,748 | 3.33% | Q4 2025 | Jan 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 53,403 | 1,506 | 0.0% | 0.0% | 83 | +1,924 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | Added to | 53,304 | 1,503 | 0.05% | 0.04% | 84 | +1,703 | 3.3% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 52,670 | 1,485 | 0.0% | 0.0% | 85 | +40,572 | 335.36% | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 51,888 | 1,463 | 0.01% | 0.0% | 86 | -21,566 | -29.36% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 46,915 | 1,324 | 0.0% | 0.0% | 87 | +1,548 | 3.41% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 46,530 | 1,312 | 0.01% | 0.01% | 88 | -1,702 | -3.53% | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 44,042 | 1,242 | 0.01% | 0.01% | 89 | +15,000 | 51.65% | Q4 2025 | Feb 02, 2026 |
| Amundi | History | Added to | 43,747 | 1,234 | 0.0% | 0.0% | 90 | +4,531 | 11.55% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 42,682 | 1,202 | 0.01% | 0.01% | 91 | +789 | 1.88% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 38,892 | 1,097 | 0.02% | 0.02% | 92 | -2,775 | -6.66% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 38,873 | 1,097 | 0.07% | 0.07% | 93 | -2,085 | -5.09% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 37,968 | 1,071 | 0.0% | 0.01% | 94 | -304,834 | -88.92% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 37,228 | 1,050 | 0.0% | 0.0% | 95 | +65 | 0.17% | Q4 2025 | Feb 17, 2026 |
| VestGen Investment Management | History | New | 36,562 | 1,031 | 0.57% | — | 96 | +36,562 | New | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 36,256 | 1,022 | 0.0% | 0.0% | 97 | -15 | -0.04% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 35,742 | 1,008 | 0.0% | — | 98 | +35,742 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 35,632 | 1,005 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 35,373 | 997 | 0.01% | 0.01% | 100 | -891 | -2.46% | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 34,072 | 969 | 0.0% | 0.0% | 101 | +5,589 | 19.62% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,911 | 955 | 0.0% | 0.0% | 103 | -4,083 | -10.75% | Q4 2025 | Jan 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 33,872 | 955 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 33,587 | 947 | 0.0% | 0.0% | 104 | +7,657 | 29.53% | Q4 2025 | Feb 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 32,365 | 925 | 0.0% | 0.0% | 105 | -2,295 | -6.62% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 31,841 | 898 | 0.13% | 0.14% | 106 | -381 | -1.18% | Q4 2025 | Feb 10, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 30,604 | 863 | 0.04% | 0.05% | 107 | -7,037 | -18.7% | Q4 2025 | Feb 04, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 29,644 | 836 | 0.0% | 0.0% | 108 | +165 | 0.56% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 29,417 | 829 | 0.0% | 0.0% | 109 | +7,365 | 33.4% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 27,842 | 785 | 0.0% | 0.0% | 110 | +2,993 | 12.04% | Q4 2025 | Jan 28, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 26,500 | 747 | 0.01% | 0.01% | 111 | -2,000 | -7.02% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,494 | 747 | 0.0% | 0.0% | 112 | -1,618 | -5.76% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 26,402 | 745 | 0.0% | — | 113 | +26,402 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,111 | 736 | 0.0% | 0.0% | 114 | +2,229 | 9.33% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 25,335 | 714 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,200 | 711 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,974 | 676 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 23,943 | 675 | 0.04% | 0.05% | 118 | -1,724 | -6.72% | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 22,696 | 640 | 0.0% | 0.0% | 119 | +182 | 0.81% | Q4 2025 | Feb 10, 2026 |
| Vanderbilt University | History | Reduced | 22,223 | 626 | 0.11% | 0.11% | 120 | -1,979 | -8.18% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 21,623 | 609 | 0.01% | 0.0% | 121 | +31 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 21,558 | 608 | 0.0% | 0.0% | 122 | -1,395 | -6.08% | Q4 2025 | Jan 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 20,886 | 589 | 0.0% | 0.0% | 123 | +1,867 | 9.82% | Q4 2025 | Feb 13, 2026 |
| Groupe la Francaise | History | New | 20,675 | 583 | 0.01% | — | 124 | +20,675 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,535 | 579 | 0.0% | 0.0% | 125 | -20,040 | -49.39% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,420 | 547 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 16,880 | 476 | 0.11% | 0.13% | 127 | -10,290 | -37.87% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 16,600 | 471 | 0.0% | 0.0% | 128 | +1,000 | 6.41% | Q4 2025 | Jan 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 16,365 | 461 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 16,085 | 453 | 0.01% | 0.02% | 131 | -8,095 | -33.48% | Q4 2025 | Jan 28, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 16,310 | 453 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALLSTATE CORP | History | New | 15,953 | 450 | 0.01% | — | 132 | +15,953 | New | Q4 2025 | Feb 09, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 15,800 | 445 | 0.0% | 0.0% | 133 | -6,200 | -28.18% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | New | 15,341 | 432 | 0.1% | — | 135 | +15,341 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 15,343 | 432 | 0.0% | 0.0% | 134 | -1,336 | -8.01% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,568 | 410 | 0.0% | 0.0% | 136 | +1,049 | 7.76% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 14,269 | 402 | 0.0% | 0.0% | 137 | +920 | 6.89% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Reduced | 13,800 | 389 | 0.0% | 0.0% | 138 | -400 | -2.82% | Q4 2025 | Feb 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 13,641 | 384 | 0.0% | 0.0% | 139 | -779 | -5.4% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 13,479 | 380 | 0.0% | 0.0% | 140 | -629 | -4.46% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 13,424 | 378 | 0.0% | 0.01% | 141 | -542 | -3.88% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,303 | 375 | 0.01% | 0.01% | 142 | -2,735 | -17.05% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | New | 13,100 | 369 | 0.0% | — | 143 | +13,100 | New | Q4 2025 | Jan 26, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 12,905 | 364 | 0.04% | 0.04% | 144 | +1,070 | 9.04% | Q4 2025 | Feb 17, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 12,605 | 355 | 0.4% | 0.38% | 146 | -14,251 | -53.06% | Q4 2025 | Jan 07, 2026 |
| IFM Investors Pty Ltd | History | No change | 12,577 | 355 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,371 | 348 | 0.01% | 0.01% | 147 | -3,688 | -22.97% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 12,345 | 348 | 0.0% | 0.0% | 148 | -506 | -3.94% | Q4 2025 | Feb 11, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 11,849 | 334 | 0.0% | 0.0% | 149 | -269 | -2.22% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,814 | 333 | 0.0% | 0.0% | 150 | +1,849 | 18.55% | Q4 2025 | Jan 05, 2026 |
| Verdence Capital Advisors LLC | History | No change | 11,558 | 326 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,366 | 320 | 0.0% | 0.0% | 152 | +84 | 0.74% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 11,346 | 320 | 0.12% | 0.13% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 11,236 | 316 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,976 | 309 | 0.01% | 0.01% | 155 | -420 | -3.69% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,766 | 303 | 0.0% | 0.0% | 156 | +259 | 2.47% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,685 | 301 | 0.0% | 0.0% | 157 | -689 | -6.06% | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 10,675 | 301 | 0.03% | 0.03% | 158 | +2 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 10,495 | 296 | 0.26% | — | 159 | +10,495 | New | Q4 2025 | Jan 30, 2026 |
| Entropy Technologies, LP | History | New | 10,296 | 290 | 0.02% | — | 160 | +10,296 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,106 | 285 | 0.0% | 0.0% | 161 | -3,104 | -23.5% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,872 | 278 | 0.0% | 0.0% | 162 | +956 | 10.72% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 9,869 | 278 | 0.05% | 0.06% | 163 | -83 | -0.83% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,427 | 265 | 0.0% | 0.01% | 164 | -1,040 | -9.94% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,387 | 264 | 0.0% | 0.0% | 165 | +1,206 | 14.74% | Q4 2025 | Feb 02, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 10,574 | 262 | 0.23% | — | 166 | +10,574 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,231 | 260 | 0.01% | 0.01% | 167 | -1,597 | -14.75% | Q4 2025 | Feb 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 9,148 | 258 | 0.01% | 0.01% | 168 | -688 | -6.99% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 9,002 | 253 | 0.0% | — | 169 | +9,002 | New | Q4 2025 | Feb 18, 2026 |
| Certified Advisory Corp | History | Added to | 8,895 | 250 | 0.02% | 0.02% | 171 | +7 | 0.08% | Q4 2025 | Jan 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 8,877 | 250 | 0.0% | 0.0% | 170 | -3 | -0.03% | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | No change | 8,885 | 250 | 0.04% | 0.05% | 172 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 8,597 | 242 | 0.09% | 0.1% | 173 | -150 | -1.71% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 8,272 | 233 | 0.0% | — | 174 | +8,272 | New | Q4 2025 | Feb 05, 2026 |
| Madden Advisory Services, Inc. | History | No change | 8,173 | 230 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,138 | 229 | 0.02% | 0.02% | 177 | +571 | 7.55% | Q4 2025 | Feb 03, 2026 |
| Dakota Wealth Management | History | No change | 8,150 | 229 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,802 | 222 | 0.0% | 0.0% | 178 | -3,458 | -30.71% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | New | 7,766 | 219 | 0.01% | — | 179 | +7,766 | New | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Added to | 7,685 | 216 | 0.0% | 0.0% | 180 | +5 | 0.07% | Q4 2025 | Jan 15, 2026 |
| Longboard Asset Management, LP | History | No change | 7,572 | 213 | 1.35% | 0.35% | 181 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | New | 7,405 | 208 | 0.0% | — | 182 | +7,405 | New | Q4 2025 | Mar 09, 2026 |
| State of Wyoming | History | Reduced | 7,242 | 204 | 0.02% | 0.04% | 183 | -4,082 | -36.05% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | New | 7,231 | 203 | 0.0% | — | 184 | +7,231 | New | Q4 2025 | Jan 30, 2026 |
| Jefferies Financial Group Inc. | History | New | 7,128 | 201 | 0.0% | — | 185 | +7,128 | New | Q4 2025 | Feb 09, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 7,000 | 197 | 0.0% | 0.01% | 187 | -2,942 | -29.59% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 6,999 | 197 | 0.0% | 0.0% | 186 | -1,981 | -22.06% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,609 | 186 | 0.0% | 0.0% | 188 | -9 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,522 | 183 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,285 | 177 | 0.0% | 0.0% | 190 | +3,559 | 130.56% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,230 | 175 | 0.0% | 0.0% | 191 | +1,336 | 27.3% | Q4 2025 | Feb 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 6,064 | 171 | 0.09% | 0.16% | 192 | -4,607 | -43.17% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 5,268 | 148 | 0.0% | 0.0% | 193 | +4,117 | 357.69% | Q4 2025 | Jan 23, 2026 |
| Quantbot Technologies LP | History | New | 5,120 | 144 | 0.0% | — | 194 | +5,120 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,618 | 130 | 0.0% | 0.0% | 195 | -69 | -1.47% | Q4 2025 | Feb 06, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | New | 3,908 | 110 | 0.0% | — | 196 | +3,908 | New | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 3,889 | 109 | 0.0% | 0.0% | 197 | +42 | 1.09% | Q4 2025 | Jan 30, 2026 |
| FIL Ltd | History | Reduced | 3,272 | 92 | 0.0% | 0.0% | 198 | -1,571 | -32.44% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 3,282 | 92 | 0.0% | 0.0% | 199 | +4 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,124 | 90 | 0.0% | 0.01% | 200 | -1,433 | -31.45% | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,629 | 74 | 0.01% | 0.01% | 201 | -376 | -12.51% | Q4 2025 | Feb 03, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,609 | 73 | 0.02% | — | 203 | +2,609 | New | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 2,598 | 73 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,528 | 71 | 0.0% | 0.0% | 204 | +85 | 3.48% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,453 | 69 | 0.0% | 0.0% | 205 | -231 | -8.61% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 2,347 | 66 | 0.0% | 0.0% | 206 | +44 | 1.91% | Q4 2025 | Jan 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,269 | 64 | 0.0% | 0.0% | 207 | +570 | 33.55% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,237 | 63 | 0.0% | 0.0% | 209 | -1,374 | -38.05% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,242 | 63 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | No change | 2,215 | 62 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avalon Trust Co | History | Added to | 2,195 | 61 | 0.0% | 0.0% | 211 | +695 | 46.33% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,091 | 59 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bulwark Capital Corp | History | No change | 2,088 | 58 | 0.04% | 0.05% | 213 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 2,030 | 57 | 0.03% | — | 214 | +2,030 | New | Q4 2025 | Feb 18, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,720 | 48 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 1,668 | 47 | 0.04% | — | 216 | +1,668 | New | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Added to | 1,600 | 45 | 0.0% | 0.0% | 217 | +1,100 | 220.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 1,564 | 44 | 0.0% | — | 218 | +1,564 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,513 | 42 | 0.01% | 0.01% | 219 | -633 | -29.5% | Q4 2025 | Jan 08, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,447 | 40 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,385 | 39 | 0.0% | 0.0% | 221 | -177 | -11.33% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,376 | 38 | 0.0% | 0.0% | 222 | +621 | 82.25% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 1,334 | 37 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,285 | 36 | 0.0% | 0.0% | 224 | -6 | -0.46% | Q4 2025 | Jan 27, 2026 |
| Heritage Wealth Advisors | History | No change | 1,250 | 35 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,195 | 33 | 0.0% | 0.0% | 226 | +452 | 60.83% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,176 | 33 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,142 | 32 | 0.01% | 0.01% | 228 | +10 | 0.88% | Q4 2025 | Feb 03, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 1,058 | 29 | 0.01% | 0.01% | 229 | -189 | -15.16% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 991 | 27 | 0.0% | 0.0% | 230 | -373 | -27.35% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 898 | 25 | 0.0% | 0.0% | 232 | +20 | 2.28% | Q4 2025 | Jan 20, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 902 | 25 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 905 | 25 | 0.01% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 875 | 24 | 0.0% | 0.0% | 234 | -14 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 837 | 24 | 0.01% | 0.01% | 235 | +7 | 0.84% | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 750 | 21 | 0.0% | 0.0% | 236 | +500 | 200.0% | Q4 2025 | Jan 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 754 | 21 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 739 | 20 | 0.0% | 0.0% | 238 | +3 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 739 | 20 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CX Institutional | History | New | 638 | 18 | 0.0% | — | 240 | +638 | New | Q4 2025 | Feb 02, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 591 | 16 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 550 | 15 | 0.0% | 0.01% | 244 | -1,146 | -67.57% | Q4 2025 | Jan 21, 2026 |
| Princeton Global Asset Management LLC | History | New | 539 | 15 | 0.0% | — | 243 | +539 | New | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 560 | 15 | 0.0% | 0.0% | 242 | +49 | 9.59% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 488 | 13 | 0.0% | 0.0% | 245 | +2 | 0.41% | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | No change | 464 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 442 | 12 | 0.0% | 0.0% | 247 | -530,378 | -99.92% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 454 | 12 | 0.0% | 0.0% | 248 | +315 | 226.62% | Q4 2025 | Mar 16, 2026 |
| Blue Trust, Inc. | History | No change | 456 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MCF Advisors LLC | History | No change | 384 | 10 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank & Trust Co | History | No change | 360 | 10 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WPG Advisers, LLC | History | No change | 373 | 10 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | No change | 333 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aspect Partners, LLC | History | No change | 330 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 302 | 8 | 0.0% | — | 257 | +302 | New | Q4 2025 | Feb 11, 2026 |
| WHI TRUST Co LLC | History | New | 292 | 8 | 0.01% | — | 260 | +292 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 287 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALERUS FINANCIAL NA | History | No change | 300 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 293 | 8 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 293 | 8 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AlphaQuest LLC | History | Reduced | 236 | 6 | 0.0% | 0.03% | 264 | -14,195 | -98.36% | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 215 | 6 | 0.0% | — | 262 | +215 | New | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 233 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| SITTNER & NELSON, LLC | History | No change | 203 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 211 | 5 | 0.0% | 0.0% | 266 | +56 | 36.13% | Q4 2025 | Jan 05, 2026 |
| NVWM, LLC | History | No change | 181 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 150 | 4 | 0.0% | — | 271 | +150 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 155 | 4 | 0.0% | 0.0% | 267 | +106 | 216.33% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 159 | 4 | 0.0% | 0.0% | 269 | +43 | 37.07% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 161 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BankPlus Trust Department | History | No change | 146 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 113 | 3 | 0.0% | 0.0% | 272 | -7 | -5.83% | Q4 2025 | Feb 10, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 125 | 3 | 0.0% | 0.0% | 274 | -3 | -2.34% | Q4 2025 | Jan 30, 2026 |
| Blume Capital Management, Inc. | History | No change | 130 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 78 | 2 | 0.0% | — | 276 | +78 | New | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Added to | 72 | 2 | 0.0% | 0.0% | 277 | +32 | 80.0% | Q4 2025 | Feb 06, 2026 |
| Beacon Capital Management, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | No change | 106 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Reduced | 66 | 1 | 0.0% | 0.0% | 282 | -11 | -14.29% | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 60 | 1 | 0.0% | 0.0% | 279 | +1 | 1.69% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 56 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 61 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -468,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -225,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -193,373 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -159,295 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -93,938 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -58,573 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,143 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -23,434 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,841 | -100.0% | Q3 2025 | Oct 28, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -17,381 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -12,041 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,794 | -100.0% | Q3 2025 | Oct 29, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -7,821 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,738 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,549 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Investmark Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,378 | -100.0% | Q3 2025 | Oct 23, 2025 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,991 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beaird Harris Wealth Management, LLC | History | New | 2,300 | 0 | — | — | — | +2,300 | New | Q4 2025 | Feb 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,064 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -756 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -633 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -464 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 13, 2025 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 06, 2025 |
| True Wealth Design, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 08, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MOTCO | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |