JETBLUE AIRWAYS CORP - JBLU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 42,547,453 | 193,590 | 0.0% | 0.0% | 1 | -984,215 | -2.26% | Q4 2025 | Feb 12, 2026 |
| ICAHN CARL C | History | No change | 33,621,735 | 152,978 | 1.81% | 1.81% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 31,237,425 | 142,130 | 0.0% | 0.0% | 3 | -77,664 | -0.25% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 15,177,574 | 69,057 | 0.01% | 0.0% | 4 | +9,362,083 | 160.99% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 13,172,352 | 59,934 | 0.01% | 0.02% | 5 | -3,852,391 | -22.63% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,124,292 | 55,165 | 0.01% | 0.0% | 6 | +5,591,470 | 85.59% | Q4 2025 | Mar 25, 2026 |
| STATE STREET CORP | History | Reduced | 11,866,306 | 53,991 | 0.0% | 0.0% | 7 | -188,430 | -1.56% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 8,466,848 | 38,524 | 0.02% | 0.03% | 8 | -2,540,886 | -23.08% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 7,939,798 | 36,126 | 0.05% | 0.02% | 9 | +5,790,955 | 269.49% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 7,382,554 | 33,598 | 0.0% | 0.0% | 10 | -613,303 | -7.67% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 6,796,300 | 30,923 | 0.06% | 0.02% | 11 | +4,618,300 | 212.04% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,275,439 | 28,553 | 0.0% | 0.0% | 12 | -267,251 | -4.08% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 6,110,230 | 27,801 | 0.11% | — | 13 | +6,110,230 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,560,634 | 25,300 | 0.0% | 0.0% | 14 | +2,346,134 | 72.99% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,421,418 | 24,667 | 0.0% | 0.0% | 15 | -375,742 | -6.48% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 5,172,744 | 23,535 | 0.0% | 0.0% | 16 | +361,254 | 7.51% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 5,151,241 | 23,438 | 0.01% | 0.01% | 17 | +159,378 | 3.19% | Q4 2025 | Feb 17, 2026 |
| U S GLOBAL INVESTORS INC | History | Added to | 4,728,754 | 21,515 | 2.3% | 2.5% | 18 | +219,622 | 4.87% | Q4 2025 | Jan 28, 2026 |
| PAR CAPITAL MANAGEMENT INC | History | Reduced | 4,457,425 | 20,281 | 0.54% | 0.65% | 19 | -30,000 | -0.67% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 4,295,371 | 19,543 | 0.03% | 0.02% | 20 | +2,268,466 | 111.92% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 4,209,547 | 19,153 | 0.02% | 0.02% | 21 | +1,612,226 | 62.07% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,076,938 | 18,550 | 0.01% | 0.0% | 22 | +2,628,168 | 181.41% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,995,399 | 18,179 | 0.0% | 0.01% | 23 | -5,318,836 | -57.1% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | Added to | 3,950,000 | 17,972 | 0.03% | 0.06% | 24 | +1,150,000 | 41.07% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,610,026 | 16,425 | 0.01% | 0.01% | 25 | +512,724 | 16.55% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 3,356,021 | 15,269 | 0.0% | 0.0% | 26 | +3,089,226 | 1157.9% | Q4 2025 | Feb 11, 2026 |
| Longitude (Cayman) Ltd. | History | New | 3,345,000 | 15,219 | 6.57% | — | 27 | +3,345,000 | New | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 3,150,800 | 14,336 | 0.11% | 0.1% | 28 | +326,300 | 11.55% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 3,143,008 | 14,300 | 0.0% | 0.0% | 29 | -1,334,922 | -29.81% | Q4 2025 | Feb 19, 2026 |
| CITIGROUP INC | History | Added to | 2,929,546 | 13,329 | 0.01% | 0.0% | 30 | +2,116,171 | 260.17% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,618,632 | 11,914 | 0.0% | 0.0% | 31 | -311,271 | -10.62% | Q4 2025 | Feb 17, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 2,400,600 | 10,922 | 0.01% | 0.01% | 32 | -236,500 | -8.97% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,306,156 | 10,493 | 0.0% | 0.0% | 33 | -1,279,854 | -35.69% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,277,757 | 10,363 | 0.05% | — | 34 | +2,277,757 | New | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 2,237,630 | 10,181 | 0.21% | 0.25% | 35 | -166,930 | -6.94% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,933,072 | 8,795 | 0.02% | — | 36 | +1,933,072 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,900,340 | 8,646 | 0.0% | 0.0% | 37 | +360,734 | 23.43% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,878,459 | 8,546 | 0.0% | 0.0% | 38 | -112,775 | -5.66% | Q4 2025 | Feb 10, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 1,825,046 | 8,303 | 0.01% | 0.01% | 39 | -126,209 | -6.47% | Q4 2025 | Jan 09, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 1,750,000 | 7,962 | 0.11% | 0.1% | 40 | +500,000 | 40.0% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 1,688,335 | 7,681 | 0.51% | 0.3% | 41 | +728,156 | 75.84% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,657,877 | 7,543 | 0.01% | 0.01% | 42 | +464,477 | 38.92% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 1,623,483 | 7,386 | 0.0% | 0.0% | 43 | +97,831 | 6.41% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 1,557,230 | 7,085 | 0.0% | 0.0% | 44 | +812,694 | 109.15% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,535,738 | 6,987 | 0.02% | 0.02% | 45 | +465,985 | 43.56% | Q4 2025 | Feb 10, 2026 |
| Prentice Capital Management, LP | History | Reduced | 1,485,118 | 6,757 | 10.65% | 17.11% | 46 | -791,310 | -34.76% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 1,433,642 | 6,523 | 0.14% | 0.07% | 47 | +872,043 | 155.28% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,387,037 | 6,311 | 0.0% | 0.0% | 48 | -20,534 | -1.46% | Q4 2025 | Feb 02, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 1,371,936 | 6,242 | 0.02% | 0.01% | 49 | +900,759 | 191.17% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,250,000 | 5,687 | 0.01% | 0.02% | 50 | -1,226,471 | -49.52% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,191,542 | 5,421 | 0.0% | 0.0% | 51 | -54,809 | -4.4% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,156,809 | 5,263 | 0.0% | 0.0% | 52 | -2,579,356 | -69.04% | Q4 2025 | Feb 11, 2026 |
| Sculptor Capital LP | History | Added to | 1,087,600 | 4,948 | 0.05% | 0.06% | 53 | +126,800 | 13.2% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 1,058,444 | 4,815 | 0.01% | 0.01% | 54 | -95,604 | -8.28% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 1,008,339 | 4,587 | 0.02% | 0.02% | 55 | -126,484 | -11.15% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,000,428 | 4,551 | 0.0% | 0.0% | 56 | -23 | -0.0% | Q4 2025 | Feb 17, 2026 |
| ING GROEP NV | History | No change | 1,000,000 | 4,550 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Reduced | 994,149 | 4,523 | 0.06% | 0.06% | 58 | -48,451 | -4.65% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 929,787 | 4,230 | 0.0% | 0.0% | 59 | +720,860 | 345.03% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 873,736 | 3,975 | 0.03% | — | 60 | +873,736 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 864,501 | 3,933 | 0.03% | — | 61 | +864,501 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 851,663 | 3,875 | 0.0% | 0.0% | 62 | -75,192 | -8.11% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 839,551 | 3,820 | 0.0% | 0.01% | 63 | +353,606 | 72.77% | Q4 2025 | Jan 09, 2026 |
| Freestone Grove Partners LP | History | Reduced | 783,465 | 3,564 | 0.03% | 0.04% | 64 | -253,813 | -24.47% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Added to | 705,853 | 3,211 | 0.21% | 0.15% | 65 | +238,054 | 50.89% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 704,477 | 3,205 | 0.0% | 0.0% | 66 | +557,909 | 380.65% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 668,700 | 3,042 | 0.0% | 0.0% | 67 | +626,700 | 1492.14% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 653,058 | 2,971 | 0.02% | 0.01% | 68 | +103,058 | 18.74% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 648,488 | 2,950 | 0.0% | 0.0% | 69 | -11,848 | -1.79% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 635,761 | 2,892 | 0.0% | 0.01% | 70 | -3,349,370 | -84.05% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 634,216 | 2,885 | 0.0% | — | 71 | +634,216 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 625,139 | 2,844 | 0.1% | — | 72 | +625,139 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 599,827 | 2,729 | 0.0% | 0.0% | 73 | +18,936 | 3.26% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 598,876 | 2,724 | 0.0% | 0.0% | 74 | -15,072 | -2.45% | Q4 2025 | Feb 09, 2026 |
| MARSHALL WACE, LLP | History | Added to | 579,136 | 2,635 | 0.0% | 0.0% | 75 | +566,331 | 4422.73% | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | Added to | 574,000 | 2,611 | 0.34% | 0.23% | 76 | +279,000 | 94.58% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 562,631 | 2,559 | 0.03% | 0.03% | 77 | +21,852 | 4.04% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 505,964 | 2,302 | 0.0% | 0.0% | 78 | +11,043 | 2.23% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 505,902 | 2,301 | 0.0% | — | 79 | +505,902 | New | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 481,467 | 2,190 | 0.01% | 0.01% | 80 | +98,571 | 25.74% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 479,416 | 2,181 | 0.0% | 0.0% | 81 | +141,194 | 41.75% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 462,258 | 2,103 | 0.18% | 0.07% | 82 | +300,522 | 185.81% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 460,619 | 2,095 | 0.0% | 0.0% | 83 | -62,354 | -11.92% | Q4 2025 | Feb 17, 2026 |
| Blueshift Asset Management, LLC | History | New | 423,275 | 1,925 | 0.56% | — | 84 | +423,275 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 401,064 | 1,824 | 0.01% | 0.01% | 85 | -281,969 | -41.28% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 380,906 | 1,733 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 371,992 | 1,692 | 0.0% | 0.0% | 87 | -367,889 | -49.72% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 356,447 | 1,621 | 0.02% | 0.0% | 88 | +175,807 | 97.32% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 346,311 | 1,575 | 0.0% | 0.0% | 89 | +3,922 | 1.15% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 339,411 | 1,544 | 0.0% | 0.0% | 90 | -7,959 | -2.29% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 326,990 | 1,487 | 0.0% | 0.0% | 91 | +1,928 | 0.59% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 325,824 | 1,482 | 0.0% | 0.0% | 92 | -4,414 | -1.34% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 308,761 | 1,404 | 0.0% | 0.0% | 93 | +192,385 | 165.31% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 306,292 | 1,393 | 0.04% | 0.04% | 94 | -529 | -0.17% | Q4 2025 | Feb 05, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 301,008 | 1,369 | 0.02% | 0.06% | 95 | -464,183 | -60.66% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | No change | 300,000 | 1,365 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 298,612 | 1,359 | 0.0% | 0.0% | 97 | -46,341 | -13.43% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 293,054 | 1,333 | 0.05% | — | 98 | +293,054 | New | Q4 2025 | Feb 23, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 283,496 | 1,289 | 0.04% | 0.06% | 99 | -400,680 | -58.56% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 275,836 | 1,255 | 0.0% | 0.0% | 100 | -21,638 | -7.27% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 270,000 | 1,228 | 0.03% | 0.02% | 101 | +120,000 | 80.0% | Q4 2025 | Feb 03, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 256,565 | 1,167 | 0.18% | 0.21% | 102 | -11,835 | -4.41% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 252,321 | 1,148 | 0.39% | 0.42% | 104 | +10,225 | 4.22% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 252,338 | 1,148 | 0.0% | 0.0% | 103 | -144 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 247,725 | 1,127 | 0.11% | 0.05% | 105 | +177,770 | 254.12% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 229,498 | 1,044 | 0.0% | 0.0% | 106 | +25,695 | 12.61% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 229,345 | 1,041 | 0.0% | 0.0% | 107 | -5,320 | -2.27% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 227,405 | 1,034 | 0.03% | 0.04% | 108 | -53,880 | -19.15% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Added to | 210,677 | 958 | 0.03% | 0.05% | 109 | +11,117 | 5.57% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 210,000 | 955 | 0.04% | 0.07% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Shay Capital LLC | History | Added to | 200,000 | 910 | 0.09% | 0.04% | 112 | +100,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 199,926 | 910 | 0.0% | 0.0% | 111 | -9,961 | -4.75% | Q4 2025 | Feb 05, 2026 |
| DeepCurrents Investment Group LLC | History | New | 2,000 | 910 | 0.03% | — | 113 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 196,456 | 893 | 0.0% | 0.0% | 114 | -31,823 | -13.94% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 179,200 | 815 | 0.0% | 0.0% | 115 | +7,500 | 4.37% | Q4 2025 | Feb 12, 2026 |
| Owlhouse Capital LP | History | New | 176,600 | 803 | 0.89% | — | 116 | +176,600 | New | Q4 2025 | Feb 18, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 171,100 | 778 | 0.0% | 0.0% | 117 | +147,500 | 625.0% | Q4 2025 | Feb 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 164,677 | 749 | 0.0% | 0.0% | 118 | +146,047 | 783.93% | Q4 2025 | Jan 28, 2026 |
| Marex Group plc | History | Added to | 162,523 | 739 | 0.0% | 0.0% | 119 | +80,852 | 99.0% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 148,156 | 674 | 0.01% | 0.01% | 120 | +1,766 | 1.21% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 147,783 | 672 | 0.0% | 0.0% | 121 | -42,857 | -22.48% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 146,391 | 666 | 0.0% | — | 122 | +146,391 | New | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 143,842 | 654 | 0.01% | 0.01% | 123 | -23,927 | -14.26% | Q4 2025 | Feb 11, 2026 |
| Skaana Management L.P. | History | Added to | 142,600 | 648 | 0.21% | 0.12% | 124 | +52,300 | 57.92% | Q4 2025 | Feb 10, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 141,300 | 643 | 0.02% | 0.03% | 125 | -22,700 | -13.84% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 137,971 | 627 | 0.0% | 0.0% | 126 | -15,477 | -10.09% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 133,300 | 606 | 0.01% | 0.01% | 127 | -400 | -0.3% | Q4 2025 | Jan 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 132,444 | 602 | 0.0% | 0.0% | 128 | +101,996 | 334.98% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 132,270 | 601 | 0.01% | 0.01% | 129 | +5,491 | 4.33% | Q4 2025 | Feb 10, 2026 |
| WINTON GROUP Ltd | History | Reduced | 128,109 | 582 | 0.02% | 0.04% | 130 | -93,064 | -42.08% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 127,154 | 578 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 117,757 | 535 | 0.0% | 0.0% | 132 | -45,788 | -28.0% | Q4 2025 | Feb 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 112,473 | 512 | 0.12% | — | 133 | +112,473 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 112,099 | 510 | 0.0% | 0.0% | 134 | +33,899 | 43.35% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 109,400 | 497 | 0.0% | 0.0% | 135 | +142 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 106,583 | 484 | 0.0% | 0.0% | 136 | +11,853 | 12.51% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 106,247 | 483 | 0.07% | 0.01% | 137 | +93,735 | 749.16% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 99,100 | 450 | 0.0% | 0.11% | 138 | -4,002,408 | -97.58% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Reduced | 98,497 | 448 | 0.01% | 0.01% | 139 | -1,690 | -1.69% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Added to | 94,736 | 431 | 0.0% | 0.0% | 140 | +11,024 | 13.17% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 92,982 | 423 | 0.0% | 0.0% | 141 | -1,854 | -1.95% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 79,329 | 409 | 0.0% | 0.0% | 142 | -11,870 | -13.02% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 85,137 | 387 | 0.0% | 0.0% | 143 | -7,657 | -8.25% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 84,468 | 384 | 0.0% | 0.0% | 144 | +1,436 | 1.73% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 84,236 | 383 | 0.0% | 0.0% | 145 | -400 | -0.47% | Q4 2025 | Feb 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 83,400 | 379 | 0.06% | 0.07% | 146 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 80,500 | 366 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 74,619 | 338 | 0.0% | 0.0% | 148 | +49,087 | 192.26% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 74,200 | 338 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 74,065 | 337 | 0.0% | 0.0% | 150 | -13,095 | -15.02% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 72,034 | 327 | 0.0% | 0.0% | 151 | -2,058 | -2.78% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 66,034 | 321 | 0.0% | 0.0% | 152 | -5,220 | -7.33% | Q4 2025 | Feb 18, 2026 |
| PFG Investments, LLC | History | Added to | 69,752 | 317 | 0.01% | 0.02% | 153 | +1,240 | 1.81% | Q4 2025 | Jan 26, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 66,587 | 302 | 0.0% | 0.0% | 154 | +1,000 | 1.52% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Reduced | 63,735 | 289 | 0.0% | 0.0% | 155 | -15,864 | -19.93% | Q4 2025 | Jan 29, 2026 |
| Optimize Financial Inc | History | Added to | 63,318 | 288 | 0.15% | 0.16% | 156 | +908 | 1.45% | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Reduced | 57,692 | 262 | 0.0% | 0.0% | 157 | -3,844 | -6.25% | Q4 2025 | Feb 06, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 53,661 | 244 | 0.06% | 0.03% | 159 | +32,014 | 147.89% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 53,701 | 244 | 0.0% | 0.0% | 158 | -4,402 | -7.58% | Q4 2025 | Feb 12, 2026 |
| Roxbury Financial LLC | History | New | 53,287 | 242 | 0.22% | — | 160 | +53,287 | New | Q4 2025 | Jan 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 53,175 | 241 | 0.0% | 0.01% | 161 | -144,004 | -73.03% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 48,206 | 219 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 47,507 | 216 | 0.0% | 0.01% | 163 | -4,553 | -8.75% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 47,050 | 214 | 0.01% | — | 164 | +47,050 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 43,941 | 199 | 0.0% | 0.0% | 165 | +328 | 0.75% | Q4 2025 | Feb 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 43,791 | 199 | 0.05% | 0.06% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 43,113 | 196 | 0.0% | 0.0% | 168 | +9,295 | 27.49% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 43,250 | 196 | 0.01% | 0.01% | 167 | -6,500 | -13.07% | Q4 2025 | Feb 10, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 42,620 | 193 | 0.0% | 0.0% | 169 | +795 | 1.9% | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | New | 40,000 | 182 | 0.01% | — | 170 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 38,204 | 173 | 0.0% | 0.0% | 171 | -709 | -1.82% | Q4 2025 | Feb 17, 2026 |
| Erste Asset Management GmbH | History | No change | 36,460 | 165 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Reduced | 36,209 | 164 | 0.0% | 0.0% | 173 | -12,442 | -25.57% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 35,722 | 162 | 0.0% | 0.0% | 174 | +22,389 | 167.92% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 35,458 | 161 | 0.04% | 0.02% | 175 | +29,619 | 507.26% | Q4 2025 | Mar 03, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 35,300 | 160 | 0.0% | 0.01% | 176 | -200 | -0.56% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 34,995 | 159 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 33,256 | 151 | 0.0% | 0.0% | 178 | +667 | 2.05% | Q4 2025 | Feb 10, 2026 |
| Urban Wealth Management, LLC | History | New | 32,302 | 146 | 0.14% | — | 179 | +32,302 | New | Q4 2025 | Jan 30, 2026 |
| one8zero8, LLC | History | Reduced | 30,000 | 136 | 0.03% | 0.03% | 181 | -1,600 | -5.06% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 29,963 | 136 | 0.0% | 0.0% | 180 | -1,416 | -4.51% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | Added to | 29,613 | 134 | 0.0% | 0.0% | 182 | +959 | 3.35% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,451 | 125 | 0.0% | 0.0% | 183 | +1,004 | 3.8% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 27,091 | 123 | 0.0% | 0.0% | 184 | -16,733 | -38.18% | Q4 2025 | Mar 20, 2026 |
| Arizona State Retirement System | History | Reduced | 25,378 | 115 | 0.0% | 0.0% | 185 | -810 | -3.09% | Q4 2025 | Jan 28, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 24,492 | 111 | 0.04% | 0.04% | 186 | -56 | -0.23% | Q4 2025 | Jan 27, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 24,230 | 110 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 24,043 | 109 | 0.0% | — | 188 | +24,043 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 23,873 | 109 | 0.0% | 0.0% | 190 | +17,726 | 288.37% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 24,119 | 109 | 0.0% | 0.0% | 189 | -3,475 | -12.59% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 23,504 | 106 | 0.01% | 0.01% | 191 | +2,599 | 12.43% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 23,238 | 105 | 0.0% | — | 192 | +23,238 | New | Q4 2025 | Feb 18, 2026 |
| XPONANCE LLC | History | Reduced | 23,238 | 105 | 0.0% | 0.0% | 193 | -2,538 | -9.85% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,513 | 102 | 0.0% | 0.0% | 194 | +4,664 | 26.13% | Q4 2025 | Mar 09, 2026 |
| Modera Wealth Management, LLC | History | Added to | 22,061 | 100 | 0.0% | 0.0% | 195 | +13 | 0.06% | Q4 2025 | Jan 21, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 21,560 | 98 | 0.01% | 0.01% | 196 | +24 | 0.11% | Q4 2025 | Jan 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 21,024 | 96 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Chesley Taft & Associates LLC | History | No change | 21,052 | 95 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Foguth Wealth Management, LLC. | History | New | 20,635 | 94 | 0.01% | — | 199 | +20,635 | New | Q4 2025 | Jan 05, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 20,576 | 93 | 0.03% | 0.04% | 200 | -4,645 | -18.42% | Q4 2025 | Feb 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 20,200 | 91 | 0.07% | 0.07% | 203 | +900 | 4.66% | Q4 2025 | Feb 10, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 20,000 | 91 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 20,100 | 91 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 19,831 | 90 | 0.05% | — | 204 | +19,831 | New | Q4 2025 | Feb 11, 2026 |
| Alpine Global Management, LLC | History | New | 19,586 | 89 | 0.02% | — | 205 | +19,586 | New | Q4 2025 | Feb 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 18,682 | 85 | 0.0% | 0.0% | 207 | -150 | -0.8% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 18,689 | 85 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18,546 | 84 | 0.0% | 0.0% | 208 | +667 | 3.73% | Q4 2025 | Feb 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 18,365 | 83 | 0.03% | 0.01% | 209 | +198 | 1.09% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 18,165 | 82 | 0.0% | 0.0% | 210 | +7,465 | 69.77% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,084 | 81 | 0.0% | 0.0% | 212 | +5,439 | 51.09% | Q4 2025 | Jan 08, 2026 |
| BURNS J W & CO INC/NY | History | No change | 18,000 | 81 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 16,926 | 77 | 0.02% | — | 214 | +16,926 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 17,126 | 77 | 0.0% | 0.0% | 213 | -5,744 | -25.12% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 16,502 | 75 | 0.0% | — | 215 | +16,502 | New | Q4 2025 | Feb 10, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 16,259 | 73 | 0.0% | 0.01% | 216 | -112,688 | -87.39% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 15,983 | 72 | 0.0% | 0.0% | 217 | +355 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 15,000 | 68 | 0.05% | — | 218 | +15,000 | New | Q4 2025 | Jan 21, 2026 |
| RPO LLC | History | New | 14,614 | 66 | 0.01% | — | 219 | +14,614 | New | Q4 2025 | Feb 17, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 14,000 | 64 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 14,165 | 64 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 13,550 | 61 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Added to | 13,232 | 60 | 0.0% | 0.0% | 223 | +2,226 | 20.23% | Q4 2025 | Feb 18, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 12,969 | 59 | 0.0% | — | 225 | +12,969 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,000 | 59 | 0.0% | 0.0% | 224 | -1,900 | -12.75% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,078 | 59 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Olympiad Research LP | History | New | 12,886 | 58 | 0.15% | — | 227 | +12,886 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 12,882 | 58 | 0.01% | — | 228 | +12,882 | New | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | New | 12,248 | 55 | 0.0% | — | 229 | +12,248 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 12,183 | 55 | 0.0% | — | 230 | +12,183 | New | Q4 2025 | Jan 16, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,130 | 55 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 11,900 | 54 | 0.01% | — | 233 | +11,900 | New | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Reduced | 11,930 | 54 | 0.0% | 0.0% | 232 | -11,401 | -48.87% | Q4 2025 | Feb 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,143 | 52 | 0.01% | 0.01% | 236 | -99 | -0.97% | Q4 2025 | Jan 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 11,526 | 52 | 0.01% | 0.01% | 235 | +9 | 0.08% | Q4 2025 | Jan 30, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 11,648 | 52 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 11,000 | 50 | 0.03% | — | 239 | +11,000 | New | Q4 2025 | Feb 03, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 11,000 | 50 | 0.01% | 0.01% | 238 | -6,000 | -35.29% | Q4 2025 | Jan 13, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 11,000 | 50 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DoubleLine ETF Adviser LP | History | New | 10,859 | 49 | 0.01% | — | 240 | +10,859 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Reduced | 10,639 | 48 | 0.0% | 0.01% | 242 | -3,055 | -22.31% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 10,561 | 48 | 0.0% | 0.0% | 243 | -1,356 | -11.38% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,545 | 48 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 10,404 | 47 | 0.0% | 0.04% | 245 | -78,492 | -88.3% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,525 | 47 | 0.0% | — | 244 | +10,525 | New | Q4 2025 | Feb 17, 2026 |
| FORA Capital, LLC | History | New | 10,457 | 47 | 0.01% | — | 246 | +10,457 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 10,232 | 46 | 0.0% | — | 249 | +10,232 | New | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 10,161 | 46 | 0.0% | 0.0% | 247 | +6,426 | 172.05% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,219 | 46 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 10,001 | 45 | 0.0% | — | 251 | +10,001 | New | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 10,093 | 45 | 0.0% | 0.0% | 250 | +26 | 0.26% | Q4 2025 | Jan 15, 2026 |
| Portside Wealth Group, LLC | History | No change | 10,000 | 45 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 9,346 | 42 | 0.0% | 0.0% | 253 | -1,684 | -15.27% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 8,915 | 40 | 0.02% | — | 256 | +8,915 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,942 | 40 | 0.0% | 0.0% | 254 | -4,732 | -34.61% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 8,795 | 40 | 0.0% | 0.0% | 255 | +460 | 5.52% | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,055 | 36 | 0.0% | 0.0% | 257 | +1,000 | 14.17% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,313 | 33 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7,225 | 32 | 0.0% | — | 260 | +7,225 | New | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | Reduced | 7,141 | 32 | 0.0% | 0.0% | 259 | -681 | -8.71% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,667 | 30 | 0.0% | — | 261 | +6,667 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,517 | 25 | 0.0% | 0.0% | 262 | +3,373 | 157.32% | Q4 2025 | Mar 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 10,000 | 20 | 0.0% | — | 266 | +10,000 | New | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,435 | 20 | 0.0% | 0.0% | 265 | -1,000 | -18.4% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 4,500 | 20 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,500 | 20 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strive Financial Group ,LLC | History | New | 4,000 | 18 | 0.01% | — | 268 | +4,000 | New | Q4 2025 | Feb 18, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 4,014 | 18 | 0.0% | 0.0% | 267 | +75 | 1.9% | Q4 2025 | Jan 07, 2026 |
| Torren Management, LLC | History | New | 3,906 | 17 | 0.01% | — | 269 | +3,906 | New | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,196 | 14 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,000 | 13 | 0.0% | 0.0% | 271 | -6,725 | -69.15% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,035 | 13 | 0.0% | 0.0% | 272 | -2,478 | -44.95% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 2,648 | 12 | 0.0% | — | 275 | +2,648 | New | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Reduced | 2,725 | 12 | 0.01% | 0.01% | 276 | -1,449 | -34.71% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,617 | 12 | 0.0% | 0.0% | 273 | -319 | -10.87% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,689 | 12 | 0.0% | 0.0% | 274 | -256 | -8.69% | Q4 2025 | Jan 20, 2026 |
| MTM Investment Management, LLC | History | New | 2,556 | 11 | 0.0% | — | 278 | +2,556 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,586 | 11 | 0.0% | 0.0% | 277 | +346 | 15.45% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,610 | 11 | 0.0% | 0.0% | 279 | +179 | 7.36% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,213 | 10 | 0.0% | — | 280 | +2,213 | New | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,146 | 10 | 0.0% | 0.0% | 281 | +1,254 | 140.58% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,139 | 9 | 0.0% | 0.0% | 283 | -2,377 | -52.64% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 2,112 | 9 | 0.0% | 0.0% | 282 | +358 | 20.41% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,000 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,788 | 8 | 0.0% | — | 285 | +1,788 | New | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | New | 1,748 | 7 | 0.0% | — | 286 | +1,748 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,484 | 6 | 0.0% | 0.0% | 287 | -23,567 | -94.08% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,423 | 6 | 0.0% | 0.0% | 289 | -2,000 | -58.43% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,335 | 6 | 0.0% | — | 292 | +1,335 | New | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,325 | 6 | 0.0% | 0.0% | 291 | +202 | 17.99% | Q4 2025 | Jan 08, 2026 |
| DANSKE BANK A/S | History | No change | 1,500 | 6 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | No change | 1,500 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1,356 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,195 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Jessup Wealth Management, Inc | History | New | 1,000 | 4 | 0.0% | — | 297 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,071 | 4 | 0.0% | 0.0% | 296 | +71 | 7.1% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 900 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Graney & King, LLC | History | No change | 1,000 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 867 | 3 | 0.0% | 0.0% | 299 | -1,225 | -58.56% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Added to | 699 | 3 | 0.0% | — | 300 | +543 | 348.08% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 736 | 3 | 0.0% | 0.0% | 302 | +117 | 18.9% | Q4 2025 | Jan 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 755 | 3 | 0.0% | 0.0% | 301 | -113 | -13.02% | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | New | 450 | 2 | 0.0% | — | 310 | +450 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 649 | 2 | 0.0% | 0.0% | 305 | +240 | 58.68% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 516 | 2 | 0.0% | 0.0% | 307 | -118 | -18.61% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 533 | 2 | 0.0% | 0.0% | 303 | +18 | 3.5% | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 465 | 2 | 0.0% | 0.0% | 304 | +10 | 2.2% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 496 | 2 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 500 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Caldwell Trust Co | History | No change | 550 | 2 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sachetta, LLC | History | Reduced | 301 | 1 | 0.0% | 0.0% | 318 | -450 | -59.92% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 225 | 1 | 0.0% | — | 317 | +225 | New | Q4 2025 | Mar 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 303 | 1 | 0.0% | 0.0% | 315 | +70 | 30.04% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 300 | 1 | 0.0% | 0.0% | 311 | -68 | -18.48% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 241 | 1 | 0.0% | 0.0% | 313 | +30 | 14.22% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 285 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | No change | 400 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 302 | 1 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clayton Financial Group LLC | History | No change | 400 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 261 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,700,550 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,347,060 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -700,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Soviero Asset Management, LP | History | Closed out | 0 | 0 | — | 1.45% | — | -570,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Samalin Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -229,381 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -158,533 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -129,584 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -96,640 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Privium Fund Management (UK) Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -70,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -65,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -59,475 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -58,112 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -58,050 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,280 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -43,900 | -100.0% | Q3 2025 | Oct 30, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -41,076 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,746 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,040 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -24,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,890 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,076 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.0% | — | -16,650 | -100.0% | Q3 2025 | Oct 16, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -15,109 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Carr Financial Group Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -14,150 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,572 | -100.0% | Q3 2025 | Nov 03, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,032 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,519 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,796 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,381 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,098 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,952 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,941 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,037 | -100.0% | Q3 2025 | Nov 18, 2025 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Performa Ltd (US), LLC | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 159 | 0 | — | — | — | +159 | New | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -159 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Caitlin John, LLC | History | New | 153 | 0 | — | — | — | +153 | New | Q4 2025 | Feb 18, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -150 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Manchester Capital Management LLC | History | New | 124 | 0 | — | — | — | +124 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -120 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 109 | 0 | — | — | — | +109 | New | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Reduced | 1 | 0 | — | — | — | -96 | -98.97% | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -86 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -68 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 64 | 0 | — | — | — | -54 | -45.76% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 175 | 0 | — | 0.0% | — | -50 | -22.22% | Q4 2025 | Feb 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 05, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Jan 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ankerstar Wealth, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Center for Financial Planning, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 13 | 0 | — | — | — | -21 | -61.76% | Q4 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 119 | 0 | — | — | — | -20 | -14.39% | Q4 2025 | Jan 16, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 05, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 14 | 0 | — | — | — | -8 | -36.36% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 54 | 0 | — | — | — | -5 | -8.47% | Q4 2025 | Jan 08, 2026 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Measured Wealth Private Client Group, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 40 | 0 | — | — | — | -3 | -6.98% | Q4 2025 | Jan 16, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atlantic Union Bankshares Corp | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Heritage Wealth Advisors | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 198 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| IFP Advisors, Inc | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AlphaQuest LLC | History | No change | 164 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Abound Wealth Management | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Strategic Advocates LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |