Jefferies Financial Group Inc. - JEF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 16,351,672 | 1,013,313 | 0.02% | 0.02% | 1 | +805,853 | 5.18% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 14,734,593 | 913,102 | 0.01% | 0.01% | 2 | -140,786 | -0.95% | Q4 2025 | Jan 29, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 9,247,081 | 573,041 | 10.14% | 10.61% | 3 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 7,152,838 | 453,919 | 0.74% | 0.75% | 4 | -200,561 | -2.73% | Q4 2025 | Jan 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 5,576,734 | 345,590 | 0.11% | 0.12% | 5 | -198,731 | -3.44% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 4,761,720 | 295,083 | 0.01% | 0.01% | 6 | -65,557 | -1.36% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | History | Reduced | 4,654,362 | 288,430 | 11.89% | 14.03% | 7 | -869 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 3,972,352 | 246,166 | 0.7% | 0.15% | 8 | +3,211,375 | 422.01% | Q4 2025 | Feb 13, 2026 |
| EMINENCE CAPITAL, LP | History | Added to | 3,812,615 | 236,267 | 3.74% | 2.66% | 9 | +454,054 | 13.52% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,412,301 | 211,460 | 0.11% | 0.02% | 10 | +2,984,055 | 696.81% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,942,554 | 182,389 | 0.01% | 0.01% | 11 | +24,171 | 0.83% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,607,512 | 161,595 | 0.03% | 0.04% | 12 | +29,092 | 1.13% | Q4 2025 | Feb 12, 2026 |
| First Pacific Advisors, LP | History | No change | 2,580,283 | 159,900 | 2.11% | 2.33% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,524,669 | 156,453 | 0.01% | 0.01% | 14 | -257,514 | -9.26% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 2,349,258 | 145,583 | 0.02% | — | 15 | +2,349,258 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,322,473 | 143,923 | 0.02% | 0.01% | 16 | +1,663,686 | 252.54% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,115,316 | 131,086 | 0.04% | 0.05% | 17 | -232 | -0.01% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,959,827 | 121,450 | 0.01% | 0.02% | 18 | -3,575,285 | -64.59% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 1,784,218 | 110,567 | 0.03% | 0.02% | 19 | +255,219 | 16.69% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,761,888 | 109,184 | 0.01% | 0.02% | 20 | -213,913 | -10.83% | Q4 2025 | Mar 25, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 1,755,057 | 108,760 | 0.36% | 0.42% | 21 | -239,865 | -12.02% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,723,143 | 106,783 | 0.01% | 0.01% | 22 | -54,026 | -3.04% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,560,292 | 96,691 | 0.0% | 0.01% | 23 | +61,402 | 4.1% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,428,431 | 88,519 | 0.02% | 0.02% | 24 | -141,865 | -9.03% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,417,172 | 87,822 | 0.01% | 0.01% | 25 | -42,149 | -2.89% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,308,570 | 81,092 | 0.04% | 0.01% | 26 | +1,070,728 | 450.18% | Q4 2025 | Feb 17, 2026 |
| BECK MACK & OLIVER LLC | History | Reduced | 1,232,297 | 76,365 | 1.39% | 1.51% | 27 | -34,983 | -2.76% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,173,560 | 72,725 | 0.01% | 0.01% | 28 | +23,186 | 2.02% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,071,817 | 66,420 | 0.01% | 0.01% | 29 | -24,891 | -2.27% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,045,900 | 64,814 | 0.01% | 0.0% | 30 | +466,423 | 80.49% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,016,854 | 63,014 | 0.24% | — | 31 | +1,016,854 | New | Q4 2025 | Feb 13, 2026 |
| Artemis Investment Management LLP | History | Reduced | 984,103 | 60,984 | 0.74% | 1.94% | 32 | -1,395,476 | -58.64% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Added to | 982,398 | 60,879 | 0.06% | 0.04% | 33 | +408,279 | 71.11% | Q4 2025 | Feb 13, 2026 |
| Munro Partners | History | New | 975,795 | 60,470 | 1.57% | — | 34 | +975,795 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 968,551 | 60,021 | 0.1% | 0.17% | 35 | -513,442 | -34.65% | Q4 2025 | Feb 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 959,288 | 59,447 | 0.43% | 0.16% | 36 | +637,684 | 198.28% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 954,291 | 59,137 | 0.02% | 0.01% | 37 | +324,515 | 51.53% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 932,357 | 57,778 | 0.02% | 0.02% | 38 | -15,121 | -1.6% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 924,615 | 57,298 | 0.65% | 0.7% | 39 | +14,812 | 1.63% | Q4 2025 | Feb 03, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 891,400 | 55,240 | 0.1% | 0.01% | 40 | +784,091 | 730.69% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 698,492 | 43,285 | 0.02% | 0.02% | 41 | +47,276 | 7.26% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 678,550 | 42,049 | 0.04% | 0.05% | 42 | -108,406 | -13.78% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 657,900 | 40,770 | 1.19% | 1.29% | 43 | -4,994 | -0.75% | Q4 2025 | Feb 12, 2026 |
| CI INVESTMENTS INC. | History | Added to | 620,911 | 38,477 | 0.17% | 0.01% | 44 | +572,966 | 1195.05% | Q4 2025 | Feb 12, 2026 |
| Moerus Capital Management LLC | History | Reduced | 609,721 | 37,784 | 16.29% | 18.08% | 45 | -70,122 | -10.31% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 605,317 | 37,511 | 0.03% | 0.02% | 46 | +236,843 | 64.28% | Q4 2025 | Feb 13, 2026 |
| BAMCO INC /NY/ | History | Added to | 596,528 | 36,966 | 0.1% | 0.09% | 47 | +77,000 | 14.82% | Q4 2025 | Feb 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 578,763 | 35,865 | 5.33% | 5.8% | 48 | +10,047 | 1.77% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 500,965 | 31,044 | 0.03% | 0.02% | 49 | +172,056 | 52.31% | Q4 2025 | Feb 17, 2026 |
| Hosking Partners LLP | History | Reduced | 486,332 | 30,137 | 1.02% | 1.16% | 50 | -1,813 | -0.37% | Q4 2025 | Feb 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 483,242 | 29,946 | 0.08% | 0.07% | 51 | +98,072 | 25.46% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 470,130 | 29,133 | 0.09% | 0.1% | 52 | -1,468 | -0.31% | Q4 2025 | Jan 15, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | New | 452,487 | 28,040 | 0.82% | — | 53 | +452,487 | New | Q4 2025 | Feb 06, 2026 |
| GoodHaven Capital Management, LLC | History | Added to | 442,487 | 27,420 | 8.88% | 9.31% | 54 | +500 | 0.11% | Q4 2025 | Feb 10, 2026 |
| BERKSHIRE HATHAWAY INC | History | No change | 433,558 | 26,867 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 427,365 | 26,483 | 0.03% | 0.07% | 56 | -461,175 | -51.9% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 424,335 | 26,295 | 0.02% | 0.02% | 57 | -2,435 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Private Capital Management, LLC | History | Added to | 419,429 | 25,991 | 2.38% | 2.45% | 58 | +790 | 0.19% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 411,175 | 25,480 | 0.01% | 0.01% | 59 | +11,517 | 2.88% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 398,000 | 24,664 | 0.21% | 0.56% | 60 | -400,000 | -50.13% | Q4 2025 | Jan 28, 2026 |
| IMC-Chicago, LLC | History | Added to | 387,239 | 23,997 | 0.01% | 0.01% | 61 | +112,450 | 40.92% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 379,121 | 23,494 | 0.05% | 0.04% | 62 | +127,235 | 50.51% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 363,350 | 22,516 | 0.01% | 0.05% | 63 | -1,111,949 | -75.37% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 349,958 | 21,686 | 0.0% | 0.01% | 64 | -148,353 | -29.77% | Q4 2025 | Feb 19, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 349,783 | 21,676 | 0.03% | 0.03% | 65 | -51,913 | -12.92% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 348,333 | 21,586 | 0.04% | 0.04% | 66 | +17,752 | 5.37% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 335,467 | 20,788 | 0.0% | 0.01% | 67 | -49,573 | -12.87% | Q4 2025 | Feb 17, 2026 |
| ROBOTTI ROBERT | History | Reduced | 328,934 | 20,384 | 3.66% | 3.78% | 68 | -3,757 | -1.13% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Reduced | 325,092 | 20,145 | 0.01% | 0.01% | 69 | -34,711 | -9.65% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 313,400 | 19,421 | 0.0% | 0.0% | 70 | +115,679 | 58.51% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 311,419 | 19,299 | 0.02% | 0.0% | 71 | +291,714 | 1480.41% | Q4 2025 | Jan 09, 2026 |
| Swiss National Bank | History | Added to | 305,000 | 18,900 | 0.01% | 0.01% | 72 | +5,100 | 1.7% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 295,668 | 18,322 | 0.02% | 0.01% | 73 | +93,740 | 46.42% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 291,780 | 18,081 | 0.29% | 0.04% | 74 | +259,615 | 807.14% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 282,934 | 17,533 | 0.03% | 0.02% | 75 | +65,399 | 30.06% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 282,893 | 17,530 | 0.01% | 0.01% | 76 | -11,552 | -3.92% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 261,245 | 16,189 | 0.03% | 0.04% | 77 | -71,104 | -21.39% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 258,358 | 16,010 | 0.0% | 0.0% | 78 | -62,165 | -19.39% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 255,400 | 15,827 | 0.03% | 0.17% | 79 | -1,039,300 | -80.27% | Q4 2025 | Feb 17, 2026 |
| VALUEWORKS LLC | History | New | 251,259 | 15,570 | 4.1% | — | 80 | +251,259 | New | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 238,700 | 14,792 | 0.02% | 0.02% | 81 | +35,530 | 17.49% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 233,999 | 14,500 | 0.03% | 17.65% | 82 | +175,894 | 302.72% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 231,537 | 14,348 | 0.02% | 0.14% | 83 | -1,221,305 | -84.06% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 215,762 | 13,370 | 0.04% | 0.0% | 84 | +203,305 | 1632.05% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 209,662 | 12,992 | 0.01% | 0.04% | 85 | -1,343,437 | -86.5% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 206,430 | 12,792 | 0.18% | 0.16% | 86 | +5,655 | 2.82% | Q4 2025 | Feb 02, 2026 |
| Merrion Investment Management Co, LLC | History | Reduced | 199,695 | 12,375 | 6.67% | 7.76% | 87 | -7,007 | -3.39% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 197,329 | 12,228 | 0.02% | 0.02% | 88 | -42,566 | -17.74% | Q4 2025 | Mar 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 196,328 | 12,166 | 0.0% | 0.0% | 89 | -168,606 | -46.2% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 193,639 | 11,999 | 0.03% | 0.03% | 90 | +248 | 0.13% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 185,791 | 11,513 | 0.02% | 0.0% | 91 | +159,016 | 593.9% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 182,502 | 11,309 | 0.01% | 0.02% | 92 | +21,072 | 13.05% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 181,670 | 11,258 | 0.18% | 0.19% | 93 | +4,790 | 2.71% | Q4 2025 | Feb 17, 2026 |
| Rock Point Advisors, LLC | History | Added to | 180,372 | 11,177 | 2.8% | 3.0% | 94 | +7,138 | 4.12% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 176,605 | 10,944 | 0.06% | 0.07% | 95 | +5,618 | 3.29% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Reduced | 174,633 | 10,822 | 0.0% | 0.01% | 96 | -52,137 | -22.99% | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 173,596 | 10,757 | 0.44% | 0.46% | 97 | +6,583 | 3.94% | Q4 2025 | Jan 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 173,313 | 10,740 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 170,297 | 10,553 | 0.02% | 0.02% | 99 | +49,139 | 40.56% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 166,585 | 10,323 | 0.02% | 0.0% | 100 | +162,585 | 4064.63% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 160,957 | 9,974 | 0.05% | 0.03% | 101 | +71,414 | 79.75% | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | New | 159,200 | 9,865 | 0.12% | — | 102 | +159,200 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 147,894 | 9,847 | 0.01% | 0.01% | 103 | +31,288 | 26.83% | Q4 2025 | Jan 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 155,157 | 9,615 | 0.02% | 0.02% | 104 | -23,914 | -13.35% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 155,050 | 9,608 | 0.0% | 0.01% | 105 | -54,479 | -26.0% | Q4 2025 | Feb 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 153,000 | 9,481 | 0.06% | — | 106 | +153,000 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 36,225 | 9,435 | 0.0% | 0.0% | 107 | -35,079 | -49.2% | Q4 2025 | Feb 10, 2026 |
| NOMURA HOLDINGS INC | History | New | 149,900 | 9,289 | 0.01% | — | 108 | +149,900 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 148,964 | 9,243 | 0.01% | 0.0% | 109 | +97,718 | 190.68% | Q4 2025 | Feb 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 146,156 | 9,229 | 1.75% | 1.64% | 110 | +21 | 0.01% | Q4 2025 | Jan 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 146,671 | 9,089 | 0.01% | 0.01% | 111 | +845 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 145,900 | 9,041 | 0.02% | 0.01% | 112 | -1,500 | -1.02% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 138,732 | 8,592 | 0.01% | 0.01% | 113 | +46,496 | 50.41% | Q4 2025 | Feb 10, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 137,585 | 8,526 | 1.61% | 1.73% | 114 | -467 | -0.34% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 135,869 | 8,420 | 0.0% | — | 115 | +135,869 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 134,377 | 8,328 | 0.0% | 0.0% | 116 | +7,400 | 5.83% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 132,263 | 8,196 | 0.07% | 0.04% | 117 | +64,682 | 95.71% | Q4 2025 | Feb 10, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 130,247 | 8,071 | 0.01% | 0.02% | 118 | -41,078 | -23.98% | Q4 2025 | Jan 09, 2026 |
| HRT FINANCIAL LP | History | Reduced | 128,515 | 7,964 | 0.03% | 0.08% | 119 | -214,553 | -62.54% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 128,011 | 7,932 | 0.0% | 0.0% | 120 | -112,450 | -46.76% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 124,024 | 7,685 | 0.0% | 0.0% | 121 | -122,261 | -49.64% | Q4 2025 | Feb 10, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 122,995 | 7,622 | 1.56% | 1.7% | 122 | -822 | -0.66% | Q4 2025 | Feb 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 122,384 | 7,584 | 0.01% | — | 123 | +122,384 | New | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 122,210 | 7,573 | 0.05% | — | 124 | +122,210 | New | Q4 2025 | Feb 05, 2026 |
| Boston Partners | History | Reduced | 118,747 | 7,358 | 0.01% | 0.01% | 125 | -11,114 | -8.56% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 108,844 | 6,745 | 0.0% | 0.0% | 126 | -14,302 | -11.61% | Q4 2025 | Feb 17, 2026 |
| VR Advisory Services Ltd | History | New | 108,747 | 6,739 | 1.07% | — | 127 | +108,747 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 108,739 | 6,739 | 0.02% | 0.0% | 128 | +98,932 | 1008.79% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 108,669 | 6,734 | 0.01% | 0.04% | 129 | -499,250 | -82.12% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 100,000 | 6,197 | 0.28% | 0.29% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| American Assets Investment Management, LLC | History | No change | 100,000 | 6,197 | 0.43% | 0.48% | 131 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 95,758 | 5,934 | 0.09% | 0.06% | 132 | +42,406 | 79.48% | Q4 2025 | Feb 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 95,286 | 5,908 | 0.01% | 0.01% | 133 | -38,743 | -28.91% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 95,049 | 5,890 | 0.05% | — | 134 | +95,049 | New | Q4 2025 | Feb 17, 2026 |
| 1492 Capital Management LLC | History | Added to | 94,971 | 5,885 | 2.25% | 2.47% | 135 | +1,528 | 1.64% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | Reduced | 94,945 | 5,884 | 0.01% | 0.02% | 136 | -12,402 | -11.55% | Q4 2025 | Jan 26, 2026 |
| Prana Capital Management, LP | History | Added to | 93,171 | 5,773 | 0.21% | 0.2% | 137 | +977 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 92,804 | 5,751 | 0.01% | 0.01% | 138 | +21,720 | 30.56% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 92,526 | 5,733 | 0.01% | 0.01% | 139 | -3,054 | -3.2% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 90,346 | 5,598 | 0.19% | — | 140 | +90,346 | New | Q4 2025 | Feb 17, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Reduced | 88,175 | 5,464 | 0.03% | 0.03% | 141 | -9,422 | -9.65% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 87,261 | 5,407 | 0.0% | 0.0% | 142 | +32,993 | 60.8% | Q4 2025 | Feb 17, 2026 |
| Ervin Investment Management, LLC | History | Added to | 87,104 | 5,397 | 3.02% | 3.25% | 143 | +406 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 85,508 | 5,302 | 0.06% | 0.0% | 144 | +81,710 | 2151.4% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 85,250 | 5,282 | 0.03% | 0.03% | 145 | -39 | -0.05% | Q4 2025 | Feb 13, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 83,811 | 5,193 | 0.37% | 0.43% | 146 | -7,240 | -7.95% | Q4 2025 | Jan 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 82,700 | 5,124 | 0.08% | 0.1% | 147 | -16,266 | -16.44% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 79,566 | 4,930 | 0.02% | 0.0% | 148 | +71,466 | 882.3% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 78,767 | 4,881 | 0.02% | 0.05% | 149 | -67,922 | -46.3% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 78,315 | 4,853 | 0.02% | 0.01% | 150 | +55,800 | 247.83% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 76,727 | 4,813 | 0.01% | 0.0% | 151 | +28,644 | 59.57% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 74,161 | 4,595 | 0.0% | 0.0% | 152 | +77 | 0.1% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 74,000 | 4,585 | 0.0% | 0.0% | 153 | -11,677 | -13.63% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 73,380 | 4,547 | 0.03% | 0.04% | 154 | -2,430 | -3.21% | Q4 2025 | Feb 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 73,222 | 4,537 | 0.01% | — | 155 | +73,222 | New | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 72,638 | 4,501 | 0.0% | 0.01% | 156 | -194,757 | -72.83% | Q4 2025 | Feb 18, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 72,553 | 4,496 | 0.01% | 0.02% | 157 | +1 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 70,837 | 4,389 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 68,679 | 4,256 | 0.04% | 0.05% | 159 | -7,533 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 66,871 | 4,170 | 0.01% | 0.0% | 160 | +22,398 | 50.36% | Q4 2025 | Jan 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 67,014 | 4,154 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 66,681 | 4,132 | 0.04% | 0.05% | 162 | -8,820 | -11.68% | Q4 2025 | Feb 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 64,454 | 3,994 | 0.03% | 0.04% | 163 | -3,769 | -5.52% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 64,150 | 3,975 | 0.01% | 0.01% | 164 | -4,686 | -6.81% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 62,809 | 3,892 | 0.03% | — | 165 | +62,809 | New | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 61,714 | 3,775 | 0.01% | 0.01% | 166 | -2,643 | -4.11% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 59,153 | 3,665 | 0.0% | 0.0% | 167 | -10,149 | -14.64% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 59,057 | 3,659 | 0.01% | 0.01% | 168 | +313 | 0.53% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 57,992 | 3,593 | 0.0% | 0.0% | 169 | +7,539 | 14.94% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 56,173 | 3,481 | 0.01% | 0.02% | 170 | -9,556 | -14.54% | Q4 2025 | Jan 29, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 55,962 | 3,467 | 0.5% | 0.42% | 171 | +10,654 | 23.51% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 52,560 | 3,257 | 0.0% | 0.0% | 172 | +7,919 | 17.74% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 53,152 | 3,247 | 0.04% | 0.04% | 173 | -1,070 | -1.97% | Q4 2025 | Jan 21, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 52,322 | 3,242 | 0.01% | 0.01% | 174 | +1,679 | 3.32% | Q4 2025 | Jan 30, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 52,173 | 3,233 | 0.81% | 0.91% | 175 | -86 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Polar Asset Management Partners Inc. | History | New | 50,787 | 3,147 | 0.04% | — | 176 | +50,787 | New | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 50,535 | 3,131 | 0.02% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 49,855 | 3,089 | 0.05% | 0.05% | 178 | -3,164 | -5.97% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 49,408 | 3,077 | 0.0% | 0.01% | 179 | -4,799 | -8.85% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 48,272 | 2,991 | 0.01% | 0.0% | 180 | +18,215 | 60.6% | Q4 2025 | Jan 27, 2026 |
| Handelsbanken Fonder AB | History | Added to | 47,103 | 2,919 | 0.01% | 0.01% | 181 | +5,800 | 14.04% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 46,671 | 2,892 | 0.23% | 0.26% | 182 | -1,094 | -2.29% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Added to | 46,481 | 2,880 | 0.1% | 0.04% | 183 | +22,306 | 92.27% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 46,399 | 2,875 | 0.09% | 0.1% | 184 | -2,090 | -4.31% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 46,085 | 2,855 | 0.01% | 0.01% | 185 | -1,748 | -3.65% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 45,700 | 2,832 | 0.05% | 0.05% | 186 | -200 | -0.44% | Q4 2025 | Jan 16, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 45,370 | 2,811 | 0.0% | — | 187 | +45,370 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | New | 45,000 | 2,788 | 0.01% | — | 188 | +45,000 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 44,583 | 2,762 | 0.0% | 0.0% | 189 | -2,781 | -5.87% | Q4 2025 | Mar 09, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 44,529 | 2,759 | 0.08% | 0.11% | 190 | -10,740 | -19.43% | Q4 2025 | Feb 13, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 43,719 | 2,709 | 0.59% | 0.81% | 191 | -11,618 | -20.99% | Q4 2025 | Jan 28, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 43,504 | 2,695 | 0.05% | 0.05% | 192 | +2,171 | 5.25% | Q4 2025 | Jan 14, 2026 |
| Arizona State Retirement System | History | Reduced | 43,214 | 2,677 | 0.01% | 0.02% | 193 | -2,566 | -5.61% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 43,094 | 2,670 | 0.06% | 0.09% | 194 | +1,851 | 4.49% | Q4 2025 | Feb 05, 2026 |
| Trexquant Investment LP | History | Reduced | 41,663 | 2,581 | 0.02% | 0.21% | 195 | -264,127 | -86.38% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 41,367 | 2,564 | 0.0% | 0.01% | 196 | -754 | -1.79% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 41,296 | 2,559 | 0.01% | 0.01% | 197 | -1,057 | -2.5% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,145 | 2,549 | 0.0% | 0.0% | 198 | +5,879 | 16.67% | Q4 2025 | Feb 12, 2026 |
| Longaeva Partners L.P. | History | New | 40,617 | 2,517 | 0.21% | — | 199 | +40,617 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 40,260 | 2,494 | 0.03% | — | 200 | +40,260 | New | Q4 2025 | Feb 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 39,437 | 2,443 | 0.62% | 0.64% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 39,016 | 2,417 | 0.01% | 0.01% | 202 | -300 | -0.76% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 38,511 | 2,386 | 0.05% | 0.06% | 203 | +62 | 0.16% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 37,750 | 2,339 | 0.01% | — | 204 | +37,750 | New | Q4 2025 | Feb 04, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | Reduced | 37,074 | 2,297 | 0.88% | 0.97% | 205 | -200 | -0.54% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 37,004 | 2,293 | 0.0% | 0.01% | 206 | -63,995 | -63.36% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 36,922 | 2,288 | 0.03% | 0.03% | 207 | +138 | 0.38% | Q4 2025 | Feb 05, 2026 |
| AlphaQuest LLC | History | Added to | 36,813 | 2,281 | 0.13% | 0.11% | 208 | +10,809 | 41.57% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 36,347 | 2,252 | 0.01% | 0.01% | 209 | +2,772 | 8.26% | Q4 2025 | Feb 18, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 36,012 | 2,231 | 0.86% | 0.93% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TB Alternative Assets Ltd. | History | New | 35,234 | 2,183 | 0.36% | — | 211 | +35,234 | New | Q4 2025 | Jan 16, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 35,037 | 2,170 | 0.15% | — | 212 | +35,037 | New | Q4 2025 | Feb 05, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 33,653 | 2,085 | 0.26% | 0.31% | 213 | -2,007 | -5.63% | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 33,119 | 2,052 | 0.06% | 0.07% | 214 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 33,100 | 2,051 | 0.01% | 0.01% | 215 | +800 | 2.48% | Q4 2025 | Jan 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 33,064 | 2,048 | 0.03% | 0.04% | 216 | -8,000 | -19.48% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 32,787 | 2,031 | 0.03% | 0.03% | 217 | -400 | -1.21% | Q4 2025 | Feb 04, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 31,824 | 1,972 | 0.04% | 0.09% | 218 | -28,632 | -47.36% | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | New | 31,700 | 1,964 | 0.26% | — | 219 | +31,700 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 31,124 | 1,928 | 0.01% | 0.02% | 220 | -6,269 | -16.77% | Q4 2025 | Feb 12, 2026 |
| ALTFEST L J & CO INC | History | New | 30,578 | 1,894 | 0.21% | — | 221 | +30,578 | New | Q4 2025 | Jan 23, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 30,400 | 1,883 | 0.08% | 0.1% | 222 | -5,775 | -15.96% | Q4 2025 | Feb 10, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 29,763 | 1,844 | 1.31% | 1.05% | 223 | +9,000 | 43.35% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | New | 29,700 | 1,840 | 0.0% | — | 224 | +29,700 | New | Q4 2025 | Feb 17, 2026 |
| Dean Capital Management | History | Added to | 29,603 | 1,834 | 0.78% | 0.59% | 225 | +6,403 | 27.6% | Q4 2025 | Feb 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 29,078 | 1,802 | 0.0% | 0.0% | 226 | -5,630 | -16.22% | Q4 2025 | Feb 10, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 28,900 | 1,790 | 0.26% | 0.29% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Intrinsic Value Partners, LLC | History | Reduced | 28,871 | 1,789 | 1.34% | 1.57% | 228 | -750 | -2.53% | Q4 2025 | Jan 21, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 28,608 | 1,772 | 0.05% | 1.04% | 229 | -493,686 | -94.52% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 28,582 | 1,771 | 0.0% | 0.0% | 230 | -988 | -3.34% | Q4 2025 | Jan 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 27,278 | 1,759 | 0.04% | 0.03% | 231 | +8,187 | 42.88% | Q4 2025 | Jan 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 28,090 | 1,740 | 0.0% | 0.0% | 232 | +25,026 | 816.78% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 28,042 | 1,737 | 0.01% | — | 233 | +28,042 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 27,198 | 1,685 | 0.01% | 0.01% | 234 | -3,434 | -11.21% | Q4 2025 | Feb 11, 2026 |
| Entropy Technologies, LP | History | Added to | 27,118 | 1,680 | 0.09% | 0.06% | 235 | +15,634 | 136.14% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 26,799 | 1,660 | 0.0% | 0.0% | 236 | +343 | 1.3% | Q4 2025 | Feb 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 26,750 | 1,657 | 0.39% | 0.43% | 237 | +355 | 1.34% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 26,277 | 1,628 | 0.02% | 0.02% | 238 | -734 | -2.72% | Q4 2025 | Jan 21, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 25,725 | 1,594 | 0.01% | 0.02% | 239 | -2,188 | -7.84% | Q4 2025 | Jan 28, 2026 |
| Alberta Investment Management Corp | History | New | 25,400 | 1,574 | 0.01% | — | 240 | +25,400 | New | Q4 2025 | Feb 19, 2026 |
| Utah Retirement Systems | History | No change | 25,267 | 1,565 | 0.01% | 0.02% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 25,000 | 1,549 | 0.14% | 0.17% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 24,933 | 1,545 | 0.01% | 0.01% | 243 | +496 | 2.03% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 24,618 | 1,525 | 0.03% | 0.01% | 244 | +14,072 | 133.43% | Q4 2025 | Feb 11, 2026 |
| Mattson Financial Services, LLC | History | Added to | 24,150 | 1,496 | 0.35% | 0.09% | 245 | +18,071 | 297.27% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 24,005 | 1,488 | 0.01% | 0.01% | 246 | -648 | -2.63% | Q4 2025 | Jan 05, 2026 |
| Bridgewater Associates, LP | History | New | 23,848 | 1,477 | 0.01% | — | 247 | +23,848 | New | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 23,266 | 1,441 | 0.0% | 0.0% | 248 | +135 | 0.58% | Q4 2025 | Feb 11, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 23,078 | 1,430 | 0.61% | 0.63% | 249 | +1,688 | 7.89% | Q4 2025 | Jan 26, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 22,645 | 1,403 | 0.0% | 0.0% | 250 | +916 | 4.22% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 22,451 | 1,391 | 0.01% | 0.02% | 251 | -1,375 | -5.77% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 22,409 | 1,388 | 0.02% | 0.02% | 252 | +5,247 | 30.57% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 22,111 | 1,370 | 0.02% | 0.02% | 253 | -196 | -0.88% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 21,917 | 1,358 | 0.1% | 0.02% | 254 | +18,440 | 530.34% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | Added to | 21,870 | 1,355 | 0.04% | 0.01% | 255 | +17,609 | 413.26% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 21,479 | 1,331 | 0.0% | 0.01% | 256 | +69 | 0.32% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 21,378 | 1,325 | 0.0% | 0.0% | 257 | +3,378 | 18.77% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,166 | 1,249 | 0.0% | 0.0% | 258 | +5,761 | 39.99% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 20,030 | 1,241 | 0.01% | 0.01% | 259 | -1,327 | -6.21% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 20,000 | 1,239 | 0.07% | 0.09% | 260 | -4,743 | -19.17% | Q4 2025 | Jan 13, 2026 |
| Magnetar Financial LLC | History | New | 19,927 | 1,234 | 0.01% | — | 261 | +19,927 | New | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 19,836 | 1,229 | 0.04% | 0.05% | 262 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 19,773 | 1,225 | 0.02% | 0.0% | 263 | +19,447 | 5965.34% | Q4 2025 | Feb 09, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 19,735 | 1,222 | 0.0% | 0.0% | 264 | -2,126 | -9.73% | Q4 2025 | Feb 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 18,778 | 1,163 | 0.0% | 0.0% | 265 | -713 | -3.66% | Q4 2025 | Feb 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 18,682 | 1,157 | 0.01% | — | 266 | +18,682 | New | Q4 2025 | Feb 10, 2026 |
| Citadel Investment Advisory, Inc. | History | Added to | 18,480 | 1,145 | 0.49% | 0.55% | 267 | +60 | 0.33% | Q4 2025 | Jan 21, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 18,126 | 1,123 | 0.05% | 0.05% | 268 | -4,022 | -18.16% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 17,596 | 1,090 | 0.03% | 0.05% | 269 | -9,145 | -34.2% | Q4 2025 | Feb 13, 2026 |
| American Alpha Advisors, LLC | History | New | 17,500 | 1,084 | 0.64% | — | 270 | +17,500 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,239 | 1,068 | 0.0% | 0.0% | 271 | +279 | 1.65% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 17,076 | 1,058 | 0.01% | 0.01% | 272 | +8,678 | 103.33% | Q4 2025 | Feb 11, 2026 |
| Voleon Capital Management LP | History | Added to | 16,617 | 1,029 | 0.02% | 0.02% | 273 | +5,118 | 44.51% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 16,595 | 1,028 | 0.04% | 0.05% | 274 | -4,527 | -21.43% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,493 | 1,022 | 0.01% | 0.01% | 275 | -1,485 | -8.26% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 16,472 | 1,020 | 0.01% | 0.0% | 276 | +9,785 | 146.33% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 16,214 | 1,004 | 0.03% | 0.03% | 277 | +403 | 2.55% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 16,178 | 1,002 | 0.01% | 0.01% | 278 | +6,941 | 75.14% | Q4 2025 | Feb 05, 2026 |
| Lansing Street Advisors | History | New | 15,723 | 974 | 0.25% | — | 279 | +15,723 | New | Q4 2025 | Jan 26, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 15,333 | 950 | 0.0% | 0.0% | 280 | +858 | 5.93% | Q4 2025 | Feb 09, 2026 |
| Blueshift Asset Management, LLC | History | New | 15,006 | 929 | 0.27% | — | 282 | +15,006 | New | Q4 2025 | Feb 13, 2026 |
| Arena Capital Advisors, LLC- CA | History | New | 15,000 | 929 | 0.56% | — | 283 | +15,000 | New | Q4 2025 | Feb 04, 2026 |
| Harbor Advisors LLC | History | No change | 15,000 | 929 | 0.14% | 0.15% | 281 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 14,832 | 919 | 1.39% | 1.32% | 284 | +333 | 2.3% | Q4 2025 | Feb 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 14,823 | 918 | 0.01% | 0.01% | 285 | +1,562 | 11.78% | Q4 2025 | Feb 09, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 14,794 | 916 | 0.01% | — | 286 | +14,794 | New | Q4 2025 | Feb 05, 2026 |
| Centennial Bank/AR/ | History | No change | 14,534 | 900 | 0.36% | 0.37% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 14,365 | 890 | 0.0% | 0.0% | 288 | -306 | -2.09% | Q4 2025 | Feb 09, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 14,367 | 890 | 0.1% | 0.11% | 289 | -3 | -0.02% | Q4 2025 | Feb 04, 2026 |
| Laurion Capital Management LP | History | Reduced | 14,180 | 878 | 0.03% | 0.09% | 290 | -68,495 | -82.85% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,158 | 877 | 0.01% | 0.01% | 291 | +2,855 | 25.26% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | Reduced | 14,010 | 868 | 0.02% | 0.02% | 292 | -165 | -1.16% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 13,780 | 853 | 0.0% | 0.0% | 293 | +1,339 | 10.76% | Q4 2025 | Feb 12, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 13,763 | 852 | 0.0% | 0.01% | 294 | -3,234 | -19.03% | Q4 2025 | Jan 16, 2026 |
| EntryPoint Capital, LLC | History | Added to | 13,641 | 845 | 0.33% | 0.19% | 295 | +6,043 | 79.53% | Q4 2025 | Feb 12, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | Added to | 15,956 | 841 | 0.01% | 0.02% | 296 | +1,473 | 10.17% | Q4 2025 | Jan 22, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 13,349 | 827 | 0.03% | 0.01% | 297 | +8,607 | 181.51% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 13,141 | 814 | 0.0% | 0.0% | 298 | -322 | -2.39% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 13,098 | 811 | 0.0% | 0.01% | 299 | -5,453 | -29.39% | Q4 2025 | Jan 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 13,010 | 806 | 0.01% | 0.01% | 300 | -16 | -0.12% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,896 | 799 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,084 | 750 | 0.0% | 0.0% | 302 | -19,909 | -62.23% | Q4 2025 | Mar 20, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 12,026 | 745 | 0.03% | 0.02% | 303 | -317 | -2.57% | Q4 2025 | Feb 04, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 11,963 | 741 | 0.01% | 0.01% | 304 | -1,790 | -13.02% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 11,860 | 734 | 0.0% | 0.0% | 305 | +6,252 | 111.48% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 11,633 | 720 | 0.01% | — | 307 | +11,633 | New | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 11,626 | 720 | 0.0% | 0.0% | 306 | +4,299 | 58.67% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,503 | 712 | 0.01% | 0.01% | 308 | -571 | -4.73% | Q4 2025 | Feb 03, 2026 |
| KWMG, LLC | History | Reduced | 11,239 | 696 | 0.06% | 0.07% | 309 | -1,240 | -9.94% | Q4 2025 | Jan 16, 2026 |
| CONNABLE OFFICE INC | History | No change | 11,200 | 694 | 0.06% | 0.07% | 310 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Simmons Bank | History | Added to | 11,178 | 692 | 0.05% | 0.04% | 311 | +1,643 | 17.23% | Q4 2025 | Feb 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 11,019 | 683 | 0.15% | 0.24% | 312 | -10,971 | -49.89% | Q4 2025 | Feb 13, 2026 |
| Chou Associates Management Inc. | History | No change | 10,987 | 680 | 0.34% | 0.35% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 10,830 | 671 | 0.0% | 0.01% | 314 | -19,771 | -64.61% | Q4 2025 | Jan 30, 2026 |
| Limestone Investment Advisors LP | History | New | 10,800 | 669 | 0.06% | — | 315 | +10,800 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 10,646 | 659 | 0.01% | — | 316 | +10,646 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 10,464 | 658 | 0.02% | 0.01% | 317 | +5,331 | 103.86% | Q4 2025 | Jan 27, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | New | 10,607 | 657 | 0.54% | — | 318 | +10,607 | New | Q4 2025 | Jan 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 10,499 | 650 | 0.06% | — | 319 | +10,499 | New | Q4 2025 | Feb 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 10,365 | 642 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,215 | 633 | 0.0% | 0.0% | 321 | +6,319 | 162.19% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 10,209 | 632 | 0.0% | — | 322 | +10,209 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,078 | 624 | 0.0% | 0.0% | 323 | +3,533 | 53.98% | Q4 2025 | Jan 28, 2026 |
| Cinctive Capital Management LP | History | Reduced | 10,000 | 619 | 0.03% | 0.19% | 324 | -51,021 | -83.61% | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisors | History | New | 9,707 | 601 | 0.22% | — | 326 | +9,707 | New | Q4 2025 | Feb 17, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 9,700 | 601 | 0.16% | — | 325 | +9,700 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 9,457 | 586 | 0.01% | 0.01% | 327 | +607 | 6.86% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,432 | 584 | 0.07% | 0.07% | 328 | -94 | -0.99% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,420 | 583 | 0.0% | 0.0% | 329 | -246 | -2.55% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,264 | 574 | 0.0% | 0.0% | 330 | -3,844 | -29.33% | Q4 2025 | Feb 02, 2026 |
| Carnegie Investment Counsel | History | Reduced | 9,257 | 573 | 0.01% | 0.01% | 331 | -713 | -7.15% | Q4 2025 | Jan 23, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 9,180 | 568 | 0.3% | 0.38% | 332 | -1,722 | -15.8% | Q4 2025 | Jan 20, 2026 |
| Shay Capital LLC | History | Added to | 9,000 | 557 | 0.06% | 0.04% | 334 | +2,000 | 28.57% | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | No change | 9,000 | 557 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,848 | 548 | 0.01% | — | 336 | +8,848 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 8,855 | 548 | 0.01% | 0.01% | 335 | +3,207 | 56.78% | Q4 2025 | Jan 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 8,750 | 542 | 0.13% | 0.15% | 337 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 8,652 | 536 | 0.11% | 0.12% | 338 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,510 | 527 | 0.0% | 0.0% | 339 | +4,893 | 135.28% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 8,379 | 519 | 0.02% | 0.02% | 340 | +679 | 8.82% | Q4 2025 | Feb 11, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 8,340 | 516 | 0.03% | 0.02% | 341 | +2,028 | 32.13% | Q4 2025 | Jan 23, 2026 |
| Cynosure Group, LLC | History | New | 8,225 | 509 | 0.05% | — | 342 | +8,225 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,158 | 505 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 8,100 | 501 | 0.02% | — | 344 | +8,100 | New | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,034 | 500 | 0.01% | 0.01% | 345 | +3,885 | 93.64% | Q4 2025 | Jan 28, 2026 |
| Arnhold LLC | History | No change | 8,000 | 495 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hilltop Holdings Inc. | History | Added to | 7,982 | 494 | 0.03% | 0.02% | 347 | +1,768 | 28.45% | Q4 2025 | Feb 17, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 7,987 | 494 | 0.17% | 0.22% | 348 | -15 | -0.19% | Q4 2025 | Jan 29, 2026 |
| Ethic Inc. | History | Reduced | 7,838 | 485 | 0.01% | 0.01% | 349 | -689 | -8.08% | Q4 2025 | Feb 03, 2026 |
| Copley Financial Group, Inc. | History | New | 7,760 | 480 | 0.3% | — | 350 | +7,760 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 7,587 | 475 | 0.02% | — | 351 | +7,587 | New | Q4 2025 | Feb 12, 2026 |
| Wilkerson Advisory Group LLC | History | New | 7,658 | 474 | 0.17% | — | 352 | +7,658 | New | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 7,600 | 470 | 0.02% | 0.02% | 353 | -285 | -3.61% | Q4 2025 | Jan 14, 2026 |
| Alteri Wealth LLC | History | No change | 7,568 | 468 | 0.15% | 0.17% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | No change | 7,546 | 467 | 0.04% | 0.05% | 355 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,510 | 465 | 0.01% | 0.01% | 356 | -110 | -1.44% | Q4 2025 | Feb 17, 2026 |
| Boston Trust Walden Corp | History | No change | 7,500 | 464 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Havemeyer Place LP | History | New | 7,423 | 460 | 0.09% | — | 358 | +7,423 | New | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 7,287 | 451 | 0.0% | — | 359 | +7,287 | New | Q4 2025 | Feb 04, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 7,244 | 448 | 0.02% | 0.02% | 360 | -454 | -5.9% | Q4 2025 | Feb 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,113 | 440 | 0.01% | 0.01% | 361 | -98 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 7,090 | 439 | 0.01% | 0.01% | 362 | +115 | 1.65% | Q4 2025 | Feb 19, 2026 |
| Verdad Advisers, LP | History | New | 7,009 | 434 | 0.5% | — | 363 | +7,009 | New | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,939 | 430 | 0.01% | 0.01% | 364 | +1,013 | 17.09% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Added to | 6,870 | 425 | 0.05% | 0.05% | 365 | +47 | 0.69% | Q4 2025 | Jan 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,800 | 421 | 0.0% | — | 366 | +6,800 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 6,737 | 417 | 0.0% | 0.01% | 367 | -12,333 | -64.67% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Reduced | 6,690 | 414 | 0.01% | 0.01% | 368 | -544 | -7.52% | Q4 2025 | Jan 27, 2026 |
| CIBC Asset Management Inc | History | No change | 6,649 | 412 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 6,644 | 411 | 0.0% | 0.01% | 370 | -2,793 | -29.6% | Q4 2025 | Feb 18, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,618 | 410 | 0.0% | 0.0% | 371 | -400 | -5.7% | Q4 2025 | Feb 06, 2026 |
| Caerus Investment Advisors, LLC | History | New | 6,465 | 400 | 0.13% | — | 372 | +6,465 | New | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,382 | 395 | 0.01% | 0.01% | 373 | +336 | 5.56% | Q4 2025 | Jan 12, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 6,316 | 391 | 0.02% | 0.03% | 374 | -133 | -2.06% | Q4 2025 | Feb 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 6,200 | 388 | 0.01% | — | 375 | +6,200 | New | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 6,258 | 387 | 0.04% | — | 376 | +6,258 | New | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Added to | 6,149 | 381 | 0.01% | 0.01% | 377 | +76 | 1.25% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,107 | 378 | 0.0% | 0.0% | 378 | +480 | 8.53% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 6,084 | 377 | 0.01% | 0.01% | 379 | +1,387 | 29.53% | Q4 2025 | Feb 11, 2026 |
| Bridgefront Capital, LLC | History | Added to | 6,070 | 376 | 0.09% | 0.1% | 380 | +1,096 | 22.03% | Q4 2025 | Feb 13, 2026 |
| Qsemble Capital Management, LP | History | Added to | 6,039 | 374 | 0.03% | 0.03% | 382 | +1,698 | 39.12% | Q4 2025 | Feb 05, 2026 |
| GREENLEAF TRUST | History | Added to | 6,049 | 374 | 0.0% | 0.0% | 381 | +61 | 1.02% | Q4 2025 | Jan 21, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 7,864 | 373 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | Added to | 5,994 | 371 | 0.03% | 0.03% | 386 | +224 | 3.88% | Q4 2025 | Jan 29, 2026 |
| SEARLE & CO. | History | No change | 6,000 | 371 | 0.1% | 0.1% | 384 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 6,000 | 371 | 0.04% | 0.05% | 385 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | Added to | 5,962 | 369 | 0.02% | 0.02% | 387 | +32 | 0.54% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 5,528 | 366 | 0.01% | 0.01% | 388 | -330 | -5.63% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,875 | 364 | 0.01% | 0.01% | 389 | +65 | 1.12% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,793 | 358 | 0.02% | — | 390 | +5,793 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,631 | 349 | 0.0% | 0.0% | 391 | -256 | -4.35% | Q4 2025 | Feb 11, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 5,615 | 347 | 0.08% | 0.09% | 392 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 5,581 | 345 | 0.02% | — | 393 | +5,581 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 5,549 | 343 | 0.0% | 0.0% | 394 | -563 | -9.21% | Q4 2025 | Feb 05, 2026 |
| BFSG, LLC | History | Added to | 5,550 | 343 | 0.03% | 0.03% | 395 | +26 | 0.47% | Q4 2025 | Jan 22, 2026 |
| MKT Advisors LLC | History | No change | 5,275 | 340 | 0.12% | 0.12% | 396 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 5,447 | 337 | 0.01% | 0.01% | 397 | -383 | -6.57% | Q4 2025 | Feb 17, 2026 |
| North Dakota State Investment Board | History | New | 5,434 | 336 | 0.01% | — | 399 | +5,434 | New | Q4 2025 | Feb 05, 2026 |
| R Squared Ltd | History | Added to | 5,427 | 336 | 0.16% | 0.09% | 398 | +2,172 | 66.73% | Q4 2025 | Jan 30, 2026 |
| Parcion Private Wealth LLC | History | New | 5,402 | 334 | 0.02% | — | 401 | +5,402 | New | Q4 2025 | Jan 26, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 5,400 | 334 | 0.23% | 0.25% | 400 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,373 | 332 | 0.0% | 0.01% | 402 | -472 | -8.08% | Q4 2025 | Feb 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 5,342 | 331 | 0.01% | 0.01% | 403 | -81 | -1.49% | Q4 2025 | Jan 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 5,221 | 323 | 0.01% | 0.0% | 404 | +1,972 | 60.7% | Q4 2025 | Jan 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 5,118 | 317 | 0.0% | 0.01% | 405 | -15,149 | -74.75% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 5,129 | 317 | 0.0% | — | 406 | +5,129 | New | Q4 2025 | Feb 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 5,102 | 316 | 0.0% | 0.0% | 407 | +36 | 0.71% | Q4 2025 | Feb 13, 2026 |
| QVR LLC | History | New | 5,000 | 309 | 0.02% | — | 409 | +5,000 | New | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,989 | 309 | 0.0% | 0.01% | 408 | +125 | 2.57% | Q4 2025 | Jan 20, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 4,929 | 305 | 0.06% | 0.01% | 410 | -511 | -9.39% | Q4 2025 | Mar 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,832 | 299 | 0.02% | 0.03% | 412 | -858 | -15.08% | Q4 2025 | Feb 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,831 | 299 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rothschild Wealth LLC | History | New | 4,818 | 298 | 0.03% | — | 413 | +4,818 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Reduced | 4,751 | 294 | 0.01% | 0.02% | 414 | -41 | -0.86% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,723 | 292 | 0.0% | 0.0% | 415 | -1,474 | -23.79% | Q4 2025 | Feb 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 4,668 | 289 | 0.12% | 0.29% | 417 | -7,901 | -62.86% | Q4 2025 | Jan 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,673 | 289 | 0.02% | 0.02% | 416 | +720 | 18.21% | Q4 2025 | Feb 10, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 819 | 288 | 0.02% | 0.02% | 418 | -3,827 | -82.37% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 4,631 | 286 | 0.01% | 0.02% | 419 | +101 | 2.23% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | Reduced | 4,546 | 281 | 0.01% | 0.01% | 420 | -6,776 | -59.85% | Q4 2025 | Feb 13, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 4,532 | 280 | 0.32% | — | 421 | +4,532 | New | Q4 2025 | Feb 17, 2026 |
| Sage Capital Management, LLC | History | Added to | 4,500 | 278 | 0.13% | 0.13% | 422 | +31 | 0.69% | Q4 2025 | Jan 15, 2026 |
| Delta Investment Management, LLC | History | New | 4,484 | 277 | 0.05% | — | 423 | +4,484 | New | Q4 2025 | Jan 30, 2026 |
| Trivium Point Advisory, LLC | History | No change | 4,480 | 277 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| A4 Wealth Advisors LLC | History | New | 4,358 | 270 | 0.23% | — | 425 | +4,358 | New | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,339 | 268 | 0.0% | — | 426 | +4,339 | New | Q4 2025 | Feb 18, 2026 |
| Storgate, LLC | History | New | 4,309 | 267 | 0.22% | — | 427 | +4,309 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,257 | 263 | 0.0% | 0.0% | 428 | +1,541 | 56.74% | Q4 2025 | Mar 16, 2026 |
| Perigon Wealth Management, LLC | History | New | 4,216 | 261 | 0.0% | — | 429 | +4,216 | New | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 4,204 | 260 | 0.02% | — | 430 | +4,204 | New | Q4 2025 | Feb 02, 2026 |
| Empowered Funds, LLC | History | Reduced | 4,017 | 248 | 0.0% | 0.0% | 431 | -827 | -17.07% | Q4 2025 | Feb 18, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 4,000 | 247 | 0.02% | — | 432 | +4,000 | New | Q4 2025 | Jan 30, 2026 |
| QTR Family Wealth, LLC | History | New | 4,108 | 246 | 0.11% | — | 433 | +4,108 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,963 | 245 | 0.01% | 0.0% | 434 | +3,147 | 385.66% | Q4 2025 | Feb 06, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 3,925 | 243 | 0.11% | — | 435 | +3,925 | New | Q4 2025 | Jan 26, 2026 |
| Creekside Partners | History | No change | 3,910 | 242 | 0.1% | 0.11% | 436 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Connective Capital Management, LLC | History | Reduced | 3,820 | 236 | 0.14% | 1.69% | 438 | -24,334 | -86.43% | Q4 2025 | Feb 19, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 3,810 | 236 | 0.02% | — | 437 | +3,810 | New | Q4 2025 | Feb 05, 2026 |
| Blankinship & Foster, LLC | History | Added to | 3,817 | 236 | 0.05% | 0.05% | 439 | +76 | 2.03% | Q4 2025 | Jan 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 3,543 | 234 | 0.02% | — | 441 | +3,543 | New | Q4 2025 | Jan 22, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 3,787 | 234 | 0.01% | 0.01% | 440 | -48 | -1.25% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 3,719 | 230 | 0.0% | — | 442 | +3,719 | New | Q4 2025 | Feb 17, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,685 | 228 | 0.01% | 0.02% | 443 | -1,810 | -32.94% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 3,668 | 227 | 0.0% | 0.06% | 444 | -234,493 | -98.46% | Q4 2025 | Feb 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 3,655 | 226 | 0.02% | — | 445 | +3,655 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,657 | 226 | 0.0% | 0.0% | 446 | +615 | 20.22% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,438 | 213 | 0.01% | 0.01% | 447 | +336 | 10.83% | Q4 2025 | Feb 06, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | New | 3,435 | 212 | 0.02% | — | 448 | +3,435 | New | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | New | 3,426 | 212 | 0.04% | — | 449 | +3,426 | New | Q4 2025 | Jan 27, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,349 | 207 | 0.01% | 0.01% | 450 | -423 | -11.21% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 3,337 | 206 | 0.0% | — | 451 | +3,337 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 3,300 | 204 | 0.01% | 0.03% | 452 | -23,564 | -87.72% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 3,287 | 203 | 0.0% | 0.0% | 453 | +16 | 0.49% | Q4 2025 | Jan 16, 2026 |
| Teza Capital Management LLC | History | New | 3,269 | 202 | 0.65% | — | 455 | +3,269 | New | Q4 2025 | Feb 17, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 3,269 | 202 | 0.01% | 0.01% | 454 | -90 | -2.68% | Q4 2025 | Feb 11, 2026 |
| Wedmont Private Capital | History | Reduced | 3,119 | 201 | 0.01% | 0.01% | 457 | -406 | -11.52% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 3,252 | 201 | 0.0% | 0.0% | 456 | +99 | 3.14% | Q4 2025 | Jan 23, 2026 |
| Paladin Wealth, LLC | History | New | 3,241 | 200 | 0.14% | — | 458 | +3,241 | New | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,941 | 182 | 0.0% | 0.0% | 459 | +1,259 | 74.85% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 2,900 | 179 | 0.03% | 0.03% | 460 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 2,704 | 167 | 0.0% | 0.0% | 461 | +1,446 | 114.94% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,586 | 160 | 0.0% | 0.0% | 462 | -116 | -4.29% | Q4 2025 | Feb 02, 2026 |
| Towne Trust Company, N.A | History | No change | 2,592 | 160 | 0.05% | 0.05% | 463 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 2,578 | 159 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,522 | 156 | 0.0% | 0.0% | 465 | -224 | -8.16% | Q4 2025 | Feb 12, 2026 |
| Leonteq Securities AG | History | New | 2,431 | 150 | 0.0% | — | 466 | +2,431 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,295 | 142 | 0.01% | 0.0% | 467 | +1,554 | 209.72% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | Reduced | 2,288 | 141 | 0.0% | 0.0% | 468 | -212 | -8.48% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,223 | 138 | 0.0% | 0.0% | 469 | +669 | 43.05% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 2,180 | 135 | 0.07% | 0.08% | 470 | -24 | -1.09% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,104 | 130 | 0.01% | 0.01% | 471 | -157 | -6.94% | Q4 2025 | Jan 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,040 | 126 | 0.01% | 0.02% | 472 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | No change | 1,900 | 117 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,866 | 115 | 0.01% | 0.01% | 474 | +269 | 16.84% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,784 | 110 | 0.0% | 0.01% | 475 | -2,767 | -60.8% | Q4 2025 | Feb 09, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,710 | 105 | 0.03% | 0.03% | 476 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,654 | 102 | 0.0% | 0.03% | 477 | -20,545 | -92.55% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,631 | 101 | 0.0% | 0.0% | 478 | +371 | 29.44% | Q4 2025 | Jan 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,520 | 94 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,452 | 89 | 0.01% | 0.02% | 480 | -271 | -15.73% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,431 | 88 | 0.0% | 0.01% | 481 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,409 | 87 | 0.0% | 0.0% | 482 | +739 | 110.3% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,359 | 84 | 0.0% | 0.0% | 483 | -35 | -2.51% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,330 | 83 | 0.0% | 0.01% | 484 | -34 | -2.49% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,260 | 78 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,207 | 74 | 0.0% | 0.0% | 486 | -21 | -1.71% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,187 | 73 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,133 | 70 | 0.01% | 0.0% | 488 | +1,112 | 5295.24% | Q4 2025 | Jan 21, 2026 |
| Advisors Preferred, LLC | History | New | 1,000 | 63 | 0.01% | — | 489 | +1,000 | New | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,006 | 62 | 0.0% | 0.0% | 490 | -34 | -3.27% | Q4 2025 | Feb 05, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 1,140 | 62 | 0.08% | 0.08% | 491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DV Trading LLC | History | New | 1,000 | 61 | 0.0% | — | 492 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 932 | 57 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Purpose Unlimited Inc. | History | New | 850 | 52 | 0.0% | — | 494 | +850 | New | Q4 2025 | Mar 20, 2026 |
| High Note Wealth, LLC | History | Reduced | 770 | 47 | 0.01% | 0.01% | 495 | -37 | -4.58% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | Added to | 701 | 46 | 0.0% | 0.0% | 496 | +500 | 248.76% | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, LLC | History | Added to | 736 | 45 | 0.01% | 0.0% | 497 | +598 | 433.33% | Q4 2025 | Jan 08, 2026 |
| EASTERN BANK | History | No change | 679 | 42 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 672 | 41 | 0.0% | 0.0% | 500 | +224 | 50.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 667 | 41 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST HORIZON CORP | History | Added to | 622 | 38 | 0.0% | 0.0% | 501 | +252 | 68.11% | Q4 2025 | Jan 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 682 | 36 | 0.0% | — | 502 | +682 | New | Q4 2025 | Feb 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 550 | 34 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 510 | 31 | 0.0% | 0.0% | 504 | -1,315 | -72.05% | Q4 2025 | Jan 14, 2026 |
| NVWM, LLC | History | New | 500 | 30 | 0.01% | — | 505 | +500 | New | Q4 2025 | Jan 20, 2026 |
| Ramirez Asset Management, Inc. | History | New | 500 | 30 | 0.0% | — | 506 | +500 | New | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 472 | 29 | 0.01% | 0.0% | 507 | +353 | 296.64% | Q4 2025 | Jan 16, 2026 |
| Elyxium Wealth, LLC | History | New | 453 | 28 | 0.01% | — | 508 | +453 | New | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | New | 439 | 27 | 0.0% | — | 510 | +439 | New | Q4 2025 | Feb 09, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 448 | 27 | 0.0% | 0.0% | 509 | -50 | -10.04% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 440 | 27 | 0.0% | 0.0% | 512 | -23 | -4.97% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 445 | 27 | 0.0% | 0.0% | 511 | +20 | 4.71% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 413 | 26 | 0.0% | 0.0% | 516 | +177 | 75.0% | Q4 2025 | Jan 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 421 | 26 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 433 | 26 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Legacy Bridge, LLC | History | No change | 431 | 26 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 395 | 25 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 361 | 22 | 0.0% | 0.0% | 518 | -3 | -0.82% | Q4 2025 | Feb 06, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 362 | 22 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 340 | 21 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 334 | 20 | 0.01% | 0.21% | 521 | -5,913 | -94.65% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | New | 311 | 19 | 0.0% | — | 523 | +311 | New | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 320 | 19 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 300 | 18 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 285 | 17 | 0.0% | — | 525 | +285 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 263 | 16 | 0.01% | — | 527 | +263 | New | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 270 | 16 | 0.0% | 0.0% | 526 | +20 | 8.0% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 246 | 15 | 0.0% | 0.0% | 528 | +62 | 33.7% | Q4 2025 | Jan 14, 2026 |
| Torren Management, LLC | History | New | 231 | 14 | 0.01% | — | 531 | +231 | New | Q4 2025 | Jan 30, 2026 |
| North Star Investment Management Corp. | History | No change | 240 | 14 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JCIC Asset Management Inc. | History | No change | 240 | 14 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | No change | 205 | 13 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 204 | 12 | 0.0% | 0.01% | 533 | +1 | 0.49% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 185 | 11 | 0.0% | — | 535 | +185 | New | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | No change | 181 | 11 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 174 | 10 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 146 | 9 | 0.0% | 0.0% | 537 | +10 | 7.35% | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 139 | 8 | 0.0% | 0.0% | 538 | -21 | -13.13% | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | New | 115 | 7 | 0.0% | — | 539 | +115 | New | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 100 | 6 | 0.0% | — | 541 | +100 | New | Q4 2025 | Feb 25, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 103 | 6 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 95 | 5 | 0.0% | — | 543 | +95 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 96 | 5 | 0.0% | 0.0% | 544 | -24 | -20.0% | Q4 2025 | Feb 02, 2026 |
| Cedar Wealth Management, LLC | History | No change | 88 | 5 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BAYBAN | History | New | 67 | 4 | 0.0% | — | 549 | +67 | New | Q4 2025 | Mar 05, 2026 |
| Rossby Financial, LCC | History | Added to | 76 | 4 | 0.0% | 0.0% | 548 | +58 | 322.22% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 70 | 4 | 0.0% | 0.0% | 546 | +3 | 4.48% | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | No change | 76 | 4 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | No change | 74 | 4 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 60 | 3 | 0.0% | — | 552 | +60 | New | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 50 | 3 | 0.0% | — | 554 | +50 | New | Q4 2025 | Jan 08, 2026 |
| SHP Wealth Management | History | New | 49 | 3 | 0.0% | — | 553 | +49 | New | Q4 2025 | Mar 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 551 | -11 | -17.19% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 55 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caitlin John, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WealthCollab, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 37 | 2 | 0.0% | 0.0% | 557 | -69 | -65.09% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | Added to | 39 | 2 | 0.0% | 0.0% | 559 | +9 | 30.0% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 38 | 2 | 0.0% | 0.0% | 561 | -2 | -5.0% | Q4 2025 | Jan 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 38 | 2 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sachetta, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Reduced | 32 | 1 | 0.0% | 0.0% | 565 | -20 | -38.46% | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 20 | 1 | 0.0% | — | 572 | +20 | New | Q4 2025 | Feb 19, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 27 | 1 | 0.0% | 0.0% | 568 | +2 | 8.0% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 27 | 1 | 0.0% | 0.0% | 571 | +2 | 8.0% | Q4 2025 | Jan 12, 2026 |
| Colonial Trust Advisors | History | No change | 20 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bell Investment Advisors, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Cromwell Holdings LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.83% | — | -550,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealth High Governance Capital Ltda | History | Closed out | 0 | 0 | — | 4.51% | — | -240,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -181,444 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Covea Finance | History | Closed out | 0 | 0 | — | 0.4% | — | -175,600 | -100.0% | Q3 2025 | Oct 16, 2025 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.46% | — | -160,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -153,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.08% | — | -108,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 1.03% | — | -104,675 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -81,769 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -80,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -74,094 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Boston Common Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -61,317 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.31% | — | -57,621 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,853 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Closed out | 0 | 0 | — | 0.04% | — | -32,737 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Radnor Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -32,630 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.33% | — | -32,316 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -29,265 | -100.0% | Q3 2025 | Oct 09, 2025 |
| NICHOLAS COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -24,380 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,924 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 6.87% | — | -21,913 | -100.0% | Q3 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -18,788 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Thoma Capital Management LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -15,524 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -14,332 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -13,780 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Volterra Technologies LP | History | Closed out | 0 | 0 | — | 0.07% | — | -12,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -11,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,851 | -100.0% | Q3 2025 | Oct 15, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.1% | — | -7,744 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,863 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,368 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,315 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,200 | -100.0% | Q3 2025 | Oct 07, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -4,169 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,097 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,050 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Huber Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,777 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,776 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,771 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,596 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Lewis Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,573 | -100.0% | Q3 2025 | Oct 20, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,247 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,112 | -100.0% | Q3 2025 | Oct 09, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -2,031 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,872 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -985 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -838 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -765 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -508 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -365 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Nov 20, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -33 | -86.84% | Q4 2025 | Feb 23, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hilton Head Capital Partners, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -10 | -90.91% | Q4 2025 | Jan 29, 2026 |
| OPTIMA CAPITAL LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealth Enhancement Trust Services, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 27, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -4 | -33.33% | Q4 2025 | Feb 05, 2026 |
| TORONTO DOMINION BANK | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -3 | -18.75% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bogart Wealth, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |