KADANT INC - KAI
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 | 1,736,069 | 494,814 | 0.01% | 0.01% | 1 | -3,782 | -0.22% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,297,741 | 369,882 | 0.01% | 0.01% | 2 | -21,496 | -1.63% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,189,115 | 338,921 | 0.91% | 0.93% | 3 | -88,977 | -6.96% | Q4 2025 | Feb 13, 2026 |
| WASATCH ADVISORS LP | History | New | 913,206 | 260,281 | 1.55% | — | 4 | +913,206 | New | Q4 2025 | Feb 12, 2026 |
| Capital World Investors | History | Added to | 494,773 | 141,020 | 0.02% | 0.01% | 5 | +178,563 | 56.47% | Q4 2025 | Feb 11, 2026 |
| Capital International Investors | History | Reduced | 477,474 | 136,089 | 0.02% | 0.02% | 6 | -79 | -0.02% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 456,721 | 130,174 | 0.0% | 0.0% | 7 | +15,446 | 3.5% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 402,012 | 114,581 | 0.09% | 0.09% | 8 | -25,339 | -5.93% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 314,496 | 89,650 | 0.01% | 0.01% | 9 | +2,294 | 0.73% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 279,029 | 79,537 | 0.02% | 0.02% | 10 | +10,249 | 3.81% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 273,880 | 78,061 | 0.12% | — | 11 | +273,880 | New | Q4 2025 | Feb 17, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 216,204 | 61,622 | 1.04% | 0.81% | 12 | +47,506 | 28.16% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | Added to | 205,195 | 58,484 | 0.08% | 0.06% | 13 | +55,510 | 37.08% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 204,937 | 58,411 | 0.59% | 0.46% | 14 | +48,286 | 30.82% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 190,951 | 54,426 | 0.01% | 0.01% | 15 | +539 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 184,546 | 52,599 | 0.53% | 0.56% | 16 | -63,374 | -25.56% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 175,864 | 50,124 | 0.94% | 1.0% | 17 | -22,519 | -11.35% | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Reduced | 171,730 | 48,946 | 0.0% | 0.01% | 18 | -148,724 | -46.41% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 151,840 | 43,277 | 0.24% | 0.25% | 19 | +14,476 | 10.54% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 150,814 | 42,985 | 0.0% | — | 20 | +150,814 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 146,166 | 41,660 | 0.01% | 0.01% | 21 | -9,810 | -6.29% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 129,522 | 36,916 | 0.01% | 0.01% | 22 | +1,958 | 1.53% | Q4 2025 | Feb 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 126,416 | 36,031 | 0.1% | 0.19% | 23 | -100,386 | -44.26% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 123,528 | 35,207 | 0.01% | 0.01% | 24 | +1,235 | 1.01% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 102,297 | 29,258 | 0.01% | 0.01% | 25 | -8,352 | -7.55% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 99,991 | 28,499 | 0.0% | 0.0% | 26 | -23,329 | -18.92% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 97,210 | 27,706 | 0.0% | 0.0% | 27 | -41,491 | -29.91% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 93,079 | 26,529 | 0.08% | 0.09% | 28 | -2,000 | -2.1% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 89,155 | 25,410 | 0.03% | 0.03% | 29 | +2,730 | 3.16% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 87,793 | 25,022 | 0.03% | 0.03% | 30 | +7,595 | 9.47% | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 87,414 | 24,914 | 0.01% | 0.01% | 31 | +12,306 | 16.38% | Q4 2025 | Jan 22, 2026 |
| Legal & General Group Plc | History | Added to | 86,572 | 24,674 | 0.01% | 0.01% | 32 | +391 | 0.45% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 82,724 | 23,577 | 0.0% | 0.01% | 33 | -31,749 | -27.73% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 82,616 | 23,547 | 0.0% | 0.0% | 34 | +4,794 | 6.16% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 77,847 | 22,188 | 0.03% | 0.0% | 35 | +73,320 | 1619.62% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 76,275 | 21,739 | 0.0% | 0.0% | 36 | -5,102 | -6.27% | Q4 2025 | Mar 25, 2026 |
| Select Equity Group, L.P. | History | Added to | 76,175 | 21,711 | 0.09% | 0.07% | 37 | +15,332 | 25.2% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 70,369 | 20,057 | 0.0% | — | 38 | +70,369 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 57,872 | 16,494 | 0.29% | 0.32% | 39 | -1,341 | -2.26% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 56,425 | 16,082 | 0.08% | 0.01% | 40 | +49,572 | 723.36% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 56,324 | 16,053 | 0.01% | 0.01% | 41 | -626 | -1.1% | Q4 2025 | Feb 02, 2026 |
| DUDLEY & SHANLEY, INC. | History | Reduced | 55,120 | 15,710 | 2.52% | 2.64% | 42 | -55 | -0.1% | Q4 2025 | Jan 09, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 53,274 | 15,184 | 0.04% | 0.05% | 43 | -9,964 | -15.76% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 50,377 | 14,345 | 0.0% | 0.01% | 44 | -4,659 | -8.47% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 48,846 | 13,989 | 0.02% | 0.02% | 45 | +15,111 | 44.79% | Q4 2025 | Jan 15, 2026 |
| Aberdeen Group plc | History | Added to | 48,881 | 13,932 | 0.02% | 0.02% | 46 | +702 | 1.46% | Q4 2025 | Jan 16, 2026 |
| DF DENT & CO INC | History | Reduced | 47,606 | 13,568 | 0.2% | 0.2% | 47 | -4,318 | -8.32% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 45,978 | 13,104 | 0.0% | 0.0% | 48 | -53,725 | -53.89% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 45,645 | 13,009 | 0.04% | 0.05% | 49 | -281 | -0.61% | Q4 2025 | Feb 13, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | New | 45,033 | 12,835 | 1.79% | — | 50 | +45,033 | New | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 43,246 | 12,325 | 0.01% | 0.01% | 51 | +6,123 | 16.49% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 41,114 | 11,718 | 0.08% | 0.09% | 52 | +180 | 0.44% | Q4 2025 | Feb 13, 2026 |
| EULAV Asset Management | History | No change | 35,800 | 10,203 | 0.27% | 0.25% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,026 | 9,985 | 0.0% | 0.0% | 54 | -1,553 | -4.25% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 33,409 | 9,522 | 0.01% | 0.01% | 55 | -1,178 | -3.41% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 33,247 | 9,476 | 0.0% | 0.0% | 56 | +1,073 | 3.33% | Q4 2025 | Feb 19, 2026 |
| COMERICA BANK | History | Added to | 33,197 | 9,461 | 0.04% | 0.03% | 57 | +6,934 | 26.4% | Q4 2025 | Jan 29, 2026 |
| Man Group plc | History | Added to | 32,864 | 9,366 | 0.02% | 0.02% | 58 | +655 | 2.03% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 31,197 | 8,891 | 0.2% | 0.16% | 59 | +3,146 | 11.22% | Q4 2025 | Feb 17, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 29,800 | 8,493 | 0.36% | 0.39% | 60 | -300 | -1.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,806 | 8,210 | 0.0% | 0.0% | 61 | -5,141 | -15.14% | Q4 2025 | Feb 10, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 27,605 | 7,867 | 1.06% | 0.77% | 62 | +8,429 | 43.96% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 26,788 | 7,635 | 0.0% | 0.0% | 63 | -843 | -3.05% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 23,500 | 7,395 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 25,188 | 7,179 | 0.03% | 0.03% | 65 | -2,270 | -8.27% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 25,053 | 7,140 | 0.0% | 0.0% | 66 | -576 | -2.25% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 23,240 | 6,623 | 0.0% | 0.0% | 67 | +440 | 1.93% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 22,853 | 6,513 | 0.01% | 0.01% | 68 | +1,616 | 7.61% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,454 | 6,399 | 0.0% | 0.0% | 69 | +19,619 | 692.03% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 21,769 | 6,204 | 0.0% | 0.0% | 70 | +659 | 3.12% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 19,415 | 5,533 | 0.0% | 0.0% | 71 | +661 | 3.52% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 18,486 | 5,269 | 0.01% | 0.0% | 72 | +18,389 | 18957.73% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Added to | 18,332 | 5,224 | 0.63% | 0.3% | 73 | +11,270 | 159.59% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 18,103 | 5,159 | 0.03% | 0.04% | 74 | -456 | -2.46% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,058 | 4,861 | 0.0% | 0.01% | 75 | -1,390 | -7.53% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 15,675 | 4,467 | 0.05% | 0.06% | 76 | -1,170 | -6.95% | Q4 2025 | Feb 02, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 15,486 | 4,413 | 0.04% | 0.03% | 77 | +3,296 | 27.04% | Q4 2025 | Jan 28, 2026 |
| 4D Advisors, LLC | History | New | 15,000 | 4,275 | 2.34% | — | 78 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 14,540 | 4,144 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Erste Asset Management GmbH | History | Reduced | 13,872 | 4,072 | 0.03% | 0.06% | 80 | -5,793 | -29.46% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 13,901 | 3,962 | 0.0% | 0.0% | 81 | +724 | 5.49% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,411 | 3,822 | 0.0% | 0.0% | 82 | -5,076 | -27.46% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Reduced | 13,253 | 3,777 | 0.08% | 0.14% | 83 | -1,113 | -7.75% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 12,706 | 3,621 | 0.15% | 0.17% | 84 | -524 | -3.96% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 11,904 | 3,392 | 0.01% | 0.01% | 85 | -1,745 | -12.78% | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | Reduced | 11,795 | 3,361 | 0.93% | 1.14% | 86 | -1,791 | -13.18% | Q4 2025 | Jan 26, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 11,422 | 3,255 | 0.53% | 0.52% | 87 | +214 | 1.91% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 11,015 | 3,254 | 0.0% | 0.0% | 88 | -752 | -6.39% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 11,406 | 3,250 | 0.0% | 0.0% | 89 | +210 | 1.88% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,247 | 3,223 | 0.01% | 0.0% | 90 | +1,498 | 15.37% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,284 | 3,216 | 0.01% | 0.01% | 91 | -439 | -3.74% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,085 | 3,156 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 10,440 | 2,973 | 0.01% | 0.01% | 93 | -3,675 | -26.04% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,752 | 2,779 | 0.0% | 0.0% | 94 | -5,947 | -37.88% | Q4 2025 | Feb 17, 2026 |
| F/m Investments LLC | History | Reduced | 9,721 | 2,770 | 0.11% | 0.11% | 95 | -265 | -2.65% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,440 | 2,690 | 0.0% | 0.0% | 96 | +353 | 3.88% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 8,715 | 2,483 | 0.01% | 0.01% | 97 | +2,203 | 33.83% | Q4 2025 | Jan 30, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 8,142 | 2,320 | 0.03% | 0.03% | 98 | -487 | -5.64% | Q4 2025 | Feb 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 8,123 | 2,315 | 0.03% | 0.05% | 99 | -513 | -5.94% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,093 | 2,307 | 0.0% | 0.0% | 100 | -403 | -4.74% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,912 | 2,255 | 0.0% | 0.0% | 101 | -9,800 | -55.33% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 7,713 | 2,198 | 0.0% | 0.0% | 102 | +4,916 | 175.76% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 7,066 | 2,013 | 0.01% | 0.0% | 103 | +4,738 | 203.52% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 6,951 | 1,981 | 0.01% | 0.01% | 104 | +326 | 4.92% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 6,357 | 1,811 | 0.0% | 0.0% | 105 | +2,857 | 81.63% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 6,215 | 1,771 | 0.0% | — | 106 | +6,215 | New | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 6,083 | 1,733 | 0.02% | 0.02% | 107 | -172 | -2.75% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 5,998 | 1,709 | 0.02% | 0.02% | 108 | +72 | 1.21% | Q4 2025 | Jan 23, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 5,987 | 1,706 | 0.08% | — | 109 | +5,987 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 5,856 | 1,669 | 0.01% | 0.01% | 110 | +8 | 0.14% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,527 | 1,575 | 0.0% | — | 111 | +5,527 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,469 | 1,558 | 0.0% | 0.0% | 112 | -8 | -0.15% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 5,400 | 1,539 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Added to | 5,263 | 1,500 | 0.0% | 0.0% | 114 | +1,170 | 28.59% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,187 | 1,478 | 0.0% | 0.0% | 115 | -188 | -3.5% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 4,987 | 1,421 | 0.02% | 0.02% | 116 | -607 | -10.85% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | New | 4,964 | 1,414 | 0.0% | — | 117 | +4,964 | New | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Reduced | 4,926 | 1,404 | 0.05% | 0.06% | 118 | -165 | -3.24% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 4,702 | 1,340 | 0.0% | 0.0% | 119 | +2,570 | 120.54% | Q4 2025 | Feb 12, 2026 |
| Alberta Investment Management Corp | History | New | 4,700 | 1,339 | 0.01% | — | 120 | +4,700 | New | Q4 2025 | Feb 19, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 4,634 | 1,320 | 0.09% | 0.1% | 121 | -387 | -7.71% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,504 | 1,283 | 0.0% | 0.0% | 122 | +2,719 | 152.32% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,233 | 1,206 | 0.0% | 0.0% | 123 | +812 | 23.74% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,099 | 1,168 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | Added to | 4,087 | 1,164 | 0.02% | 0.02% | 125 | +1,150 | 39.16% | Q4 2025 | Jan 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,070 | 1,160 | 0.01% | 0.01% | 126 | -545 | -11.81% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | New | 4,012 | 1,143 | 0.01% | — | 127 | +4,012 | New | Q4 2025 | Feb 09, 2026 |
| Holocene Advisors, LP | History | New | 3,743 | 1,066 | 0.0% | — | 128 | +3,743 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 3,736 | 1,064 | 0.0% | 0.0% | 129 | +547 | 17.15% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 3,691 | 1,052 | 0.0% | 0.0% | 130 | +1,138 | 44.58% | Q4 2025 | Jan 09, 2026 |
| Cerity Partners LLC | History | Reduced | 3,618 | 1,031 | 0.0% | 0.0% | 131 | -868 | -19.35% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,203 | 1,017 | 0.01% | 0.01% | 132 | -471 | -12.82% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Added to | 3,422 | 975 | 0.01% | 0.01% | 133 | +71 | 2.12% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,324 | 947 | 0.0% | 0.0% | 134 | +2,538 | 322.9% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 3,263 | 930 | 0.01% | 0.01% | 135 | -221 | -6.34% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,257 | 928 | 0.01% | 0.01% | 136 | -8 | -0.25% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,100 | 883 | 0.0% | 0.0% | 137 | +1,415 | 83.98% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,075 | 876 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 3,063 | 873 | 0.05% | 0.06% | 139 | -150 | -4.67% | Q4 2025 | Feb 12, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 2,995 | 854 | 0.11% | 0.11% | 140 | +44 | 1.49% | Q4 2025 | Feb 18, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,642 | 848 | 0.0% | 0.0% | 141 | -719 | -21.39% | Q4 2025 | Feb 18, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 2,954 | 842 | 0.01% | 0.01% | 142 | -394 | -11.77% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 2,916 | 831 | 0.0% | 0.0% | 143 | -83 | -2.77% | Q4 2025 | Feb 10, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 2,881 | 821 | 0.08% | 0.08% | 144 | +94 | 3.37% | Q4 2025 | Jan 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,816 | 802 | 0.0% | 0.0% | 145 | -51 | -1.78% | Q4 2025 | Jan 15, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 2,718 | 774 | 0.09% | 0.13% | 146 | -865 | -24.14% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,708 | 772 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 2,703 | 770 | 0.01% | 0.01% | 148 | +100 | 3.84% | Q4 2025 | Feb 04, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 2,694 | 767 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 2,637 | 752 | 0.0% | 0.01% | 150 | -70,528 | -96.4% | Q4 2025 | Feb 19, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,632 | 750 | 0.02% | 0.07% | 151 | -9,211 | -77.78% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 2,567 | 731 | 0.01% | — | 152 | +2,567 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,500 | 712 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| QSV Equity Investors LLC | History | Reduced | 2,441 | 695 | 1.03% | 1.11% | 154 | -1,198 | -32.92% | Q4 2025 | Feb 12, 2026 |
| Curated Wealth Partners LLC | History | Added to | 2,420 | 689 | 0.07% | 0.07% | 155 | +482 | 24.87% | Q4 2025 | Jan 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 2,398 | 683 | 0.07% | 0.08% | 156 | +1 | 0.04% | Q4 2025 | Jan 20, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 2,336 | 665 | 0.02% | 0.03% | 157 | -74 | -3.07% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | New | 2,295 | 654 | 0.06% | — | 158 | +2,295 | New | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,182 | 621 | 0.01% | 0.01% | 159 | -10 | -0.46% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,140 | 609 | 0.0% | 0.0% | 160 | +97 | 4.75% | Q4 2025 | Feb 18, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,136 | 608 | 0.02% | 0.02% | 161 | +18 | 0.85% | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Added to | 2,093 | 596 | 0.0% | 0.0% | 162 | +1,123 | 115.77% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 2,061 | 587 | 0.0% | 0.0% | 163 | -21 | -1.01% | Q4 2025 | Feb 11, 2026 |
| Vancity Investment Management Ltd | History | Added to | 2,046 | 583 | 0.08% | 0.07% | 164 | +351 | 20.71% | Q4 2025 | Feb 19, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,925 | 548 | 0.0% | 0.0% | 165 | -171 | -8.16% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,914 | 545 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 1,883 | 536 | 0.0% | — | 167 | +1,883 | New | Q4 2025 | Feb 13, 2026 |
| Impact Capital Partners LLC | History | Reduced | 1,815 | 517 | 0.15% | 0.19% | 168 | -301 | -14.22% | Q4 2025 | Jan 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,752 | 499 | 0.0% | 0.01% | 169 | -2,940 | -62.66% | Q4 2025 | Feb 09, 2026 |
| INCEPTIONR LLC | History | New | 1,738 | 495 | 0.14% | — | 170 | +1,738 | New | Q4 2025 | Feb 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 1,732 | 493 | 0.01% | 0.01% | 171 | +39 | 2.3% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,700 | 484 | 0.01% | — | 172 | +1,700 | New | Q4 2025 | Jan 29, 2026 |
| Jump Financial, LLC | History | New | 1,675 | 477 | 0.01% | — | 173 | +1,675 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 1,631 | 464 | 0.04% | 0.04% | 174 | +102 | 6.67% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,509 | 430 | 0.01% | 0.01% | 175 | +4 | 0.27% | Q4 2025 | Jan 22, 2026 |
| WESBANCO BANK INC | History | No change | 1,490 | 424 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,432 | 408 | 0.0% | — | 177 | +1,432 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,434 | 408 | 0.0% | 0.0% | 178 | -205 | -12.51% | Q4 2025 | Feb 06, 2026 |
| Yorktown Management & Research Co Inc | History | New | 1,425 | 406 | 0.32% | — | 179 | +1,425 | New | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,408 | 401 | 0.0% | 0.0% | 180 | -296 | -17.37% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 1,380 | 393 | 0.02% | — | 181 | +1,380 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,364 | 388 | 0.0% | 0.0% | 182 | -1,121 | -45.11% | Q4 2025 | Mar 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,356 | 386 | 0.0% | 0.0% | 183 | +4 | 0.3% | Q4 2025 | Jan 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,346 | 383 | 0.0% | 0.0% | 184 | +27 | 2.05% | Q4 2025 | Feb 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,285 | 366 | 0.0% | 0.0% | 185 | +731 | 131.95% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Reduced | 1,242 | 353 | 0.0% | 0.0% | 186 | -58 | -4.46% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | No change | 1,241 | 353 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,229 | 350 | 0.1% | 0.11% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 1,216 | 346 | 0.01% | 0.01% | 189 | -288 | -19.15% | Q4 2025 | Mar 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,180 | 336 | 0.0% | 0.0% | 190 | -56 | -4.53% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,158 | 330 | 0.0% | 0.0% | 191 | -495 | -29.95% | Q4 2025 | Jan 30, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 1,120 | 319 | 0.01% | — | 192 | +1,120 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,102 | 314 | 0.0% | 0.0% | 193 | -62 | -5.33% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,079 | 307 | 0.0% | 0.0% | 194 | +224 | 26.2% | Q4 2025 | Feb 18, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,062 | 302 | 0.02% | 0.03% | 195 | -36 | -3.28% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,031 | 293 | 0.0% | 0.0% | 196 | -66 | -6.02% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 996 | 283 | 0.01% | 0.0% | 197 | +527 | 112.37% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 985 | 280 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | New | 975 | 277 | 0.01% | — | 199 | +975 | New | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 958 | 273 | 0.0% | 0.0% | 200 | -400 | -29.46% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 958 | 273 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 933 | 265 | 0.0% | 0.0% | 202 | +6 | 0.65% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 893 | 255 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 819 | 249 | 0.0% | 0.0% | 204 | -38 | -4.43% | Q4 2025 | Jan 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 856 | 243 | 0.02% | 0.03% | 205 | +3 | 0.35% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 844 | 238 | 0.02% | — | 206 | +844 | New | Q4 2025 | Feb 25, 2026 |
| Hardy Reed LLC | History | Added to | 813 | 231 | 0.02% | 0.02% | 207 | +2 | 0.25% | Q4 2025 | Feb 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 782 | 222 | 0.02% | — | 209 | +782 | New | Q4 2025 | Jan 12, 2026 |
| Farringdon Capital, Ltd. | History | New | 781 | 222 | 0.05% | — | 210 | +781 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 780 | 222 | 0.0% | — | 208 | +780 | New | Q4 2025 | Feb 12, 2026 |
| MQS Management LLC | History | New | 770 | 219 | 0.13% | — | 211 | +770 | New | Q4 2025 | Feb 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 739 | 217 | 0.0% | 0.0% | 212 | -20 | -2.64% | Q4 2025 | Feb 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 760 | 216 | 0.0% | 0.0% | 213 | -8,150 | -91.47% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 755 | 215 | 0.0% | 0.0% | 214 | -2,100 | -73.56% | Q4 2025 | Feb 12, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 750 | 213 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RWC Asset Management LLP | History | Reduced | 746 | 212 | 0.01% | 0.01% | 216 | -266 | -26.28% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | New | 740 | 210 | 0.0% | — | 217 | +740 | New | Q4 2025 | Feb 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 670 | 190 | 0.16% | 0.17% | 218 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Reduced | 542 | 154 | 0.0% | 0.0% | 219 | -333 | -38.06% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 485 | 138 | 0.0% | 0.01% | 220 | -759 | -61.01% | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 430 | 122 | 0.06% | — | 221 | +430 | New | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 418 | 119 | 0.0% | 0.0% | 222 | +306 | 273.21% | Q4 2025 | Mar 16, 2026 |
| KBC Group NV | History | No change | 405 | 115 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BOKF, NA | History | No change | 400 | 114 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | No change | 375 | 114 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacer Advisors, Inc. | History | Added to | 374 | 106 | 0.0% | 0.0% | 226 | +32 | 9.36% | Q4 2025 | Feb 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 265 | 75 | 0.0% | 0.0% | 227 | -38 | -12.54% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 254 | 75 | 0.0% | 0.0% | 228 | +32 | 14.41% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 261 | 74 | 0.0% | 0.0% | 229 | +23 | 9.66% | Q4 2025 | Jan 05, 2026 |
| Pflug Koory, LLC | History | No change | 250 | 71 | 0.03% | 0.04% | 230 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 245 | 70 | 0.0% | 0.0% | 231 | +204 | 497.56% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Reduced | 244 | 69 | 0.01% | 0.02% | 233 | -481 | -66.34% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 243 | 69 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 234 | 66 | 0.0% | 0.0% | 234 | -22 | -8.59% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 221 | 62 | 0.0% | 0.01% | 235 | -1,282 | -85.3% | Q4 2025 | Jan 23, 2026 |
| STRS OHIO | History | Reduced | 200 | 57 | 0.0% | 0.0% | 236 | -200 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Hilltop National Bank | History | No change | 196 | 55 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FIRST HORIZON CORP | History | Added to | 176 | 50 | 0.0% | 0.0% | 238 | +74 | 72.55% | Q4 2025 | Jan 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 174 | 49 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 130 | 41 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Park Place Capital Corp | History | No change | 141 | 40 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 127 | 37 | 0.0% | 0.0% | 242 | -160 | -55.75% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 125 | 35 | 0.0% | 0.0% | 243 | -6 | -4.58% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 115 | 32 | 0.0% | 0.0% | 244 | -4 | -3.36% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 104 | 29 | 0.0% | — | 245 | +104 | New | Q4 2025 | Feb 05, 2026 |
| DANSKE BANK A/S | History | New | 100 | 28 | 0.0% | — | 247 | +100 | New | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 100 | 28 | 0.0% | 0.0% | 246 | -23 | -18.7% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 95 | 27 | 0.0% | — | 249 | +95 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 96 | 27 | 0.0% | 0.0% | 248 | -8 | -7.69% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | No change | 94 | 26 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 87 | 25 | 0.0% | 0.0% | 251 | +44 | 102.33% | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 78 | 22 | 0.0% | 0.0% | 252 | -14 | -15.22% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Added to | 76 | 21 | 0.0% | 0.0% | 253 | +47 | 162.07% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 62 | 18 | 0.0% | 0.0% | 254 | +34 | 121.43% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57 | 16 | 0.0% | 0.0% | 255 | -732 | -92.78% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 54 | 15 | 0.0% | — | 256 | +54 | New | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 52 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 42 | 11 | 0.0% | 0.0% | 258 | -4 | -8.7% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 42 | 11 | 0.0% | 0.0% | 259 | -3 | -6.67% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Added to | 37 | 10 | 0.0% | 0.0% | 260 | +17 | 85.0% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 34 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | New | 31 | 8 | 0.0% | — | 262 | +31 | New | Q4 2025 | Jan 23, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 25 | 7 | 0.0% | — | 263 | +23 | 1150.0% | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 23 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 22 | 6 | 0.0% | — | 265 | +22 | New | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 19 | 6 | 0.0% | — | 266 | +19 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 18 | 5 | 0.0% | 0.0% | 268 | +5 | 38.46% | Q4 2025 | Feb 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 13 | 4 | 0.0% | — | 270 | +13 | New | Q4 2025 | Jan 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 14 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 15 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 11 | 3 | 0.0% | 0.01% | 273 | -126 | -91.97% | Q4 2025 | Jan 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 10 | 3 | 0.0% | — | 272 | +10 | New | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 12 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Optiver Holding B.V. | History | New | 8 | 2 | 0.0% | — | 279 | +8 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 10 | 2 | 0.0% | 0.0% | 275 | +2 | 25.0% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9 | 2 | 0.0% | 0.0% | 278 | +2 | 28.57% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 8 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 281 | -33 | -89.19% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Reduced | 7 | 1 | 0.0% | 0.0% | 285 | -19 | -73.08% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 280 | -5 | -50.0% | Q4 2025 | Feb 10, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 288 | -4 | -44.44% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 6 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Westfuller Advisors, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.11% | — | -303,795 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -32,495 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.04% | — | -29,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -13,119 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,678 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,417 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,358 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 6.96% | — | -5,039 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,634 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,741 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,677 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,569 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,560 | -100.0% | Q3 2025 | Oct 30, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,009 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -774 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -771 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -767 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -693 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q3 2025 | Oct 22, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -84 | -100.0% | Q3 2025 | Nov 19, 2025 |
| AlphaQuest LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -69 | -98.57% | Q4 2025 | Feb 09, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 12, 2025 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cedar Mountain Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 20, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 3 | 0 | — | 0.0% | — | -2 | -40.0% | Q4 2025 | Feb 24, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 15, 2026 |
| Ankerstar Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Global Retirement Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |