KB Financial Group Inc. - KB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 60 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,581,523 | 222,119 | 0.05% | 0.05% | 1 | -29,154 | -1.12% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,742,017 | 149,883 | 0.0% | 0.0% | 2 | +59,665 | 3.55% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 1,417,773 | 121,985 | 0.21% | 0.16% | 3 | -52,928 | -3.6% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,080,052 | 92,927 | 0.01% | 0.01% | 4 | +41,587 | 4.0% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 940,828 | 80,948 | 0.04% | 0.04% | 5 | +103,838 | 12.41% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 905,912 | 77,944 | 0.01% | 0.01% | 6 | -50,450 | -5.28% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 887,826 | 76,388 | 0.01% | 0.0% | 7 | +5,549 | 0.63% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 810,220 | 69,711 | 0.04% | 0.05% | 8 | -139,717 | -14.71% | Q4 2025 | Feb 13, 2026 |
| Capital International Investors | History | Added to | 761,913 | 65,636 | 0.01% | 0.01% | 9 | +4,745 | 0.63% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 581,456 | 50,028 | 0.13% | 0.17% | 10 | -60,365 | -9.41% | Q4 2025 | Feb 10, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 554,740 | 47,730 | 0.93% | 0.94% | 11 | -5,277 | -0.94% | Q4 2025 | Feb 09, 2026 |
| Orbis Allan Gray Ltd | History | Added to | 378,785 | 32,590 | 0.14% | 0.13% | 12 | +14,637 | 4.02% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 347,200 | 29,873 | 0.22% | 0.22% | 13 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD GROUP INC | History | Reduced | 298,563 | 25,688 | 0.0% | 0.0% | 14 | -3,536 | -1.17% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 288,284 | 24,803 | 0.0% | — | 15 | +288,284 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 249,621 | 21,477 | 0.03% | — | 16 | +249,621 | New | Q4 2025 | Feb 17, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 219,902 | 18,920 | 2.5% | 2.54% | 17 | -270 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 198,956 | 17,118 | 0.0% | 0.0% | 18 | -9,899 | -4.74% | Q4 2025 | Feb 19, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 195,467 | 16,818 | 0.02% | 0.03% | 19 | +68,422 | 53.86% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 183,203 | 15,762 | 0.02% | 0.02% | 20 | +12,178 | 7.12% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 175,105 | 15,066 | 0.0% | 0.0% | 21 | -17,570 | -9.12% | Q4 2025 | Mar 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 173,285 | 14,909 | 0.0% | 0.0% | 22 | -1,202 | -0.69% | Q4 2025 | Feb 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 163,051 | 14,028 | 0.1% | 0.09% | 23 | +1,450 | 0.9% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 159,997 | 13,766 | 0.0% | 0.0% | 24 | -1,934 | -1.19% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 143,550 | 12,351 | 0.01% | 0.01% | 25 | +26,570 | 22.71% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 139,627 | 12,013 | 0.07% | 0.06% | 26 | +10,662 | 8.27% | Q4 2025 | Feb 11, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 122,024 | 10,498 | 1.32% | 1.31% | 27 | +1,514 | 1.26% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 121,951 | 10,493 | 0.01% | 0.01% | 28 | +29,555 | 31.99% | Q4 2025 | Feb 10, 2026 |
| Promethos Capital, LLC | History | Reduced | 119,565 | 10,287 | 2.8% | 2.67% | 29 | -7,531 | -5.93% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 118,460 | 10,192 | 0.0% | 0.0% | 30 | +2,968 | 2.57% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 114,429 | 9,845 | 0.01% | 0.01% | 31 | -8,098 | -6.61% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 114,075 | 9,790 | 0.0% | 0.01% | 32 | -177,929 | -60.93% | Q4 2025 | Mar 20, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 110,730 | 9,527 | 0.1% | 0.1% | 33 | -1,299 | -1.16% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 101,837 | 8,762 | 0.03% | 0.03% | 34 | -5,956 | -5.53% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 99,662 | 8,577 | 0.01% | 0.01% | 35 | -32,151 | -24.39% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 92,543 | 7,962 | 0.0% | 0.0% | 36 | -2,236 | -2.36% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 91,896 | 7,906 | 0.0% | 0.0% | 37 | -6,875 | -6.96% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 89,288 | 7,678 | 0.01% | 0.01% | 38 | -8,418 | -8.62% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 88,743 | 7,635 | 0.01% | — | 39 | +88,743 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 81,326 | 6,997 | 0.0% | — | 40 | +81,326 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 79,671 | 6,854 | 0.08% | 0.09% | 41 | +3,621 | 4.76% | Q4 2025 | Feb 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 77,173 | 6,639 | 0.14% | — | 42 | +77,173 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 73,259 | 6,303 | 0.01% | 0.01% | 43 | +19,357 | 35.91% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 70,449 | 6,086 | 0.0% | — | 44 | +70,449 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 70,600 | 6,074 | 0.01% | 0.01% | 45 | +12,600 | 21.72% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 68,586 | 5,901 | 0.09% | 0.09% | 46 | +5,980 | 9.55% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 63,752 | 5,485 | 0.0% | 0.0% | 47 | -2,017 | -3.07% | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 63,118 | 5,430 | 0.86% | 0.88% | 48 | -4,865 | -7.16% | Q4 2025 | Jan 12, 2026 |
| Henry James International Management Inc. | History | Reduced | 63,016 | 5,421 | 1.71% | 1.6% | 49 | -76 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Added to | 62,186 | 5,372 | 0.0% | 0.0% | 50 | +1,692 | 2.8% | Q4 2025 | Feb 11, 2026 |
| Trinity Street Asset Management LLP | History | Reduced | 60,763 | 5,228 | 0.33% | 0.37% | 51 | -4,902 | -7.47% | Q4 2025 | Jan 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 60,175 | 5,177 | 0.05% | 0.05% | 52 | +6,469 | 12.05% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,210 | 4,750 | 0.0% | 0.0% | 53 | -7,576 | -12.07% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 54,010 | 4,647 | 0.0% | 0.0% | 54 | +17,490 | 47.89% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 53,782 | 4,627 | 0.0% | 0.0% | 55 | -16,827 | -23.83% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 51,761 | 4,453 | 0.04% | 0.04% | 56 | -3,290 | -5.98% | Q4 2025 | Feb 18, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 51,315 | 4,415 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 50,412 | 4,337 | 0.08% | 0.08% | 58 | +481 | 0.96% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 48,199 | 4,147 | 0.0% | 0.0% | 59 | +3,888 | 8.77% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 45,555 | 3,919 | 0.01% | 0.01% | 60 | +16,686 | 57.8% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,796 | 3,768 | 0.0% | 0.0% | 61 | -19,398 | -30.7% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | Added to | 41,900 | 3,605 | 0.12% | 0.12% | 62 | +2,293 | 5.79% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 38,413 | 3,460 | 0.04% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 39,708 | 3,416 | 0.0% | 0.0% | 64 | +32,130 | 423.99% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 39,069 | 3,361 | 0.1% | 0.15% | 65 | -15,277 | -28.11% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 38,023 | 3,271 | 0.0% | 0.0% | 66 | -8,305 | -17.93% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 37,003 | 3,183 | 0.06% | 0.12% | 67 | -1,167 | -3.06% | Q4 2025 | Feb 11, 2026 |
| Capital International, Inc./CA/ | History | Reduced | 33,026 | 2,841 | 0.02% | 0.02% | 68 | -2,809 | -7.84% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 32,968 | 2,836 | 0.0% | 0.0% | 69 | +6,796 | 25.97% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 32,961 | 2,835 | 0.0% | 0.0% | 70 | -1,529 | -4.43% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 31,332 | 2,698 | 0.0% | 0.0% | 71 | +2,753 | 9.63% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 29,068 | 2,500 | 0.01% | — | 72 | +29,068 | New | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 28,759 | 2,474 | 0.24% | — | 73 | +28,759 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,869 | 2,434 | 0.0% | 0.0% | 74 | +739 | 2.72% | Q4 2025 | Jan 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 27,853 | 2,396 | 0.0% | 0.0% | 75 | -4,396 | -13.63% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 27,481 | 2,364 | 0.01% | 0.01% | 76 | -27,811 | -50.3% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | Added to | 27,212 | 2,351 | 0.0% | 0.0% | 77 | +742 | 2.8% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,989 | 2,322 | 0.0% | 0.0% | 78 | +1,363 | 5.32% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 26,865 | 2,311 | 0.0% | 0.0% | 79 | -6,005 | -18.27% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 26,155 | 2,250 | 0.03% | 0.03% | 80 | +228 | 0.88% | Q4 2025 | Jan 20, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 25,910 | 2,229 | 0.03% | 0.04% | 81 | -2,555 | -8.98% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | Added to | 24,367 | 2,096 | 0.03% | 0.03% | 82 | +433 | 1.81% | Q4 2025 | Feb 03, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 23,983 | 2,063 | 0.15% | 0.22% | 83 | -10,699 | -30.85% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,885 | 2,055 | 0.0% | 0.0% | 84 | -3,860 | -13.91% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,614 | 2,031 | 0.01% | 0.01% | 85 | +2,458 | 11.62% | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | Added to | 23,074 | 1,985 | 0.34% | 0.34% | 86 | +475 | 2.1% | Q4 2025 | Feb 24, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 22,850 | 1,966 | 0.01% | 0.01% | 87 | -331 | -1.43% | Q4 2025 | Feb 05, 2026 |
| Ranmore Fund Management Ltd | History | Reduced | 21,520 | 1,851 | 0.32% | 2.25% | 88 | -78,480 | -78.48% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,369 | 1,838 | 0.01% | 0.0% | 89 | +3,978 | 22.87% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 21,325 | 1,834 | 0.01% | 0.01% | 90 | -418 | -1.92% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 21,291 | 1,831 | 0.03% | 0.03% | 91 | +1,986 | 10.29% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | Added to | 20,129 | 1,731 | 0.0% | 0.0% | 92 | +2,309 | 12.96% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 20,100 | 1,729 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 20,042 | 1,724 | 0.0% | 0.0% | 94 | +740 | 3.83% | Q4 2025 | Feb 10, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 19,824 | 1,705 | 0.02% | 0.02% | 95 | +346 | 1.78% | Q4 2025 | Feb 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,211 | 1,652 | 0.0% | 0.0% | 96 | +13,361 | 228.39% | Q4 2025 | Feb 10, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,023 | 1,636 | 0.0% | 0.01% | 97 | -16,498 | -46.45% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,909 | 1,626 | 0.01% | 0.01% | 98 | +1,862 | 10.92% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,685 | 1,607 | 0.01% | 0.01% | 99 | -1,230 | -6.18% | Q4 2025 | Feb 18, 2026 |
| Caprock Group, LLC | History | Added to | 18,246 | 1,569 | 0.03% | 0.03% | 100 | +501 | 2.82% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,882 | 1,538 | 0.0% | 0.0% | 101 | +2,778 | 18.39% | Q4 2025 | Mar 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,794 | 1,529 | 0.0% | 0.0% | 102 | +1,118 | 6.7% | Q4 2025 | Mar 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,572 | 1,511 | 0.0% | 0.0% | 103 | +1,846 | 11.74% | Q4 2025 | Feb 06, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 17,500 | 1,505 | 0.25% | 0.24% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PCM Encore, LLC | History | New | 16,605 | 1,428 | 0.3% | — | 105 | +16,605 | New | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 15,341 | 1,319 | 0.0% | 0.0% | 106 | +7,103 | 86.22% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,090 | 1,298 | 0.0% | 0.0% | 107 | -17,410 | -53.57% | Q4 2025 | Feb 17, 2026 |
| Solstein Capital, LLC | History | No change | 14,987 | 1,289 | 0.52% | 0.28% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,750 | 1,269 | 0.01% | 0.0% | 109 | +4,752 | 47.53% | Q4 2025 | Jan 29, 2026 |
| GREENLEAF TRUST | History | Added to | 14,641 | 1,259 | 0.01% | 0.01% | 110 | +28 | 0.19% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,486 | 1,246 | 0.0% | 0.0% | 111 | +6,350 | 78.05% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,212 | 1,222 | 0.0% | 0.0% | 112 | +6,736 | 90.1% | Q4 2025 | Feb 17, 2026 |
| LGT Group Foundation | History | Reduced | 13,269 | 1,146 | 0.01% | 0.02% | 113 | -5,333 | -28.67% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 12,538 | 1,078 | 0.03% | 0.03% | 114 | +508 | 4.22% | Q4 2025 | Feb 19, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 12,151 | 1,048 | 0.0% | — | 115 | +12,151 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 12,092 | 1,040 | 0.0% | 0.0% | 116 | +193 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 11,913 | 1,024 | 0.01% | 0.01% | 117 | +455 | 3.97% | Q4 2025 | Feb 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 11,896 | 1,023 | 0.06% | 0.04% | 118 | +3,740 | 45.86% | Q4 2025 | Jan 15, 2026 |
| Voleon Capital Management LP | History | New | 11,815 | 1,016 | 0.02% | — | 119 | +11,815 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,751 | 1,011 | 0.0% | 0.0% | 120 | +265 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 11,203 | 963 | 0.02% | 0.02% | 121 | +7 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 11,161 | 960 | 0.03% | 0.03% | 122 | -168 | -1.48% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 11,045 | 950 | 0.02% | 0.02% | 123 | +332 | 3.1% | Q4 2025 | Feb 11, 2026 |
| West Family Investments, Inc. | History | Reduced | 10,815 | 930 | 0.22% | 32.74% | 124 | -859 | -7.36% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 10,462 | 900 | 0.03% | 0.02% | 125 | -3,391 | -24.48% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,297 | 885 | 0.0% | 0.0% | 126 | -60 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 10,207 | 878 | 0.05% | 0.08% | 127 | +175 | 1.74% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,166 | 874 | 0.0% | 0.0% | 128 | -127 | -1.23% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,150 | 873 | 0.0% | 0.0% | 129 | +246 | 2.48% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 9,904 | 852 | 0.01% | 0.01% | 130 | -3,482 | -26.01% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 9,604 | 826 | 0.0% | 0.0% | 131 | +658 | 7.36% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 9,578 | 824 | 0.0% | — | 132 | +9,578 | New | Q4 2025 | Feb 17, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 9,510 | 818 | 0.27% | 0.32% | 133 | -1,620 | -14.56% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 9,412 | 809 | 0.0% | 0.0% | 134 | +229 | 2.49% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 9,371 | 806 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 9,308 | 800 | 0.09% | — | 136 | +9,308 | New | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 9,008 | 775 | 0.01% | 0.01% | 137 | -1,921 | -17.58% | Q4 2025 | Feb 02, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 8,106 | 770 | 0.05% | 0.05% | 138 | +153 | 1.92% | Q4 2025 | Jan 23, 2026 |
| PDS Planning, Inc | History | Added to | 8,884 | 764 | 0.05% | 0.05% | 139 | +530 | 6.34% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,583 | 738 | 0.0% | 0.0% | 140 | +417 | 5.11% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,355 | 718 | 0.02% | 0.02% | 141 | -557 | -6.25% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 8,127 | 699 | 0.17% | — | 142 | +8,127 | New | Q4 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,049 | 692 | 0.01% | 0.01% | 143 | -477 | -5.59% | Q4 2025 | Jan 16, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 8,000 | 688 | 0.05% | 0.03% | 144 | +3,250 | 68.42% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,941 | 683 | 0.0% | 0.0% | 145 | +289 | 3.78% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,918 | 681 | 0.0% | 0.0% | 146 | +1,864 | 30.79% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 10,687 | 633 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 6,997 | 602 | 0.01% | 0.06% | 148 | -70,415 | -90.96% | Q4 2025 | Jan 28, 2026 |
| Quadrature Capital Ltd | History | Reduced | 6,939 | 597 | 0.01% | 0.01% | 149 | -5,852 | -45.75% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 6,848 | 589 | 0.0% | 0.0% | 150 | +180 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Canopy Partners, LLC | History | Added to | 6,805 | 585 | 0.19% | 0.19% | 151 | +45 | 0.67% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,671 | 573 | 0.0% | 0.0% | 152 | +602 | 9.92% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 6,606 | 568 | 0.11% | 0.11% | 153 | +114 | 1.76% | Q4 2025 | Jan 27, 2026 |
| SG Trading Solutions, LLC | History | New | 6,540 | 563 | 0.13% | — | 155 | +6,540 | New | Q4 2025 | Feb 24, 2026 |
| Summit Global Investments | History | Added to | 6,544 | 563 | 0.03% | 0.03% | 154 | +591 | 9.93% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,485 | 557 | 0.0% | 0.0% | 156 | -68 | -1.04% | Q4 2025 | Feb 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 7,900 | 550 | 0.13% | 0.21% | 157 | -3,443 | -30.35% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,126 | 527 | 0.02% | 0.02% | 158 | -1,122 | -15.48% | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | New | 6,010 | 523 | 0.02% | — | 159 | +6,010 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,821 | 500 | 0.0% | 0.0% | 160 | +118 | 2.07% | Q4 2025 | Feb 06, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 5,568 | 479 | 0.03% | 0.02% | 161 | +845 | 17.89% | Q4 2025 | Jan 21, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 5,525 | 475 | 0.02% | — | 162 | +5,525 | New | Q4 2025 | Feb 13, 2026 |
| JBF Capital, Inc. | History | No change | 5,500 | 473 | 0.07% | 0.06% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,312 | 457 | 0.01% | 0.01% | 164 | +697 | 15.1% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,977 | 428 | 0.0% | 0.0% | 165 | +691 | 16.12% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 4,941 | 425 | 0.01% | — | 166 | +4,941 | New | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 4,675 | 402 | 0.01% | 0.01% | 167 | -52 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,642 | 399 | 0.0% | 0.0% | 168 | +426 | 10.1% | Q4 2025 | Feb 13, 2026 |
| Tuttle Capital Management, LLC | History | New | 4,617 | 397 | 0.88% | — | 169 | +4,617 | New | Q4 2025 | Jan 08, 2026 |
| Naviter Wealth, LLC | History | Reduced | 4,623 | 397 | 0.05% | 0.05% | 170 | -424 | -8.4% | Q4 2025 | Jan 21, 2026 |
| Candriam S.C.A. | History | Reduced | 4,603 | 396 | 0.0% | 0.0% | 171 | -1,460 | -24.08% | Q4 2025 | Feb 13, 2026 |
| BSW Wealth Partners | History | Added to | 4,570 | 393 | 0.05% | 0.05% | 172 | +157 | 3.56% | Q4 2025 | Jan 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | No change | 4,567 | 392 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,519 | 388 | 0.01% | 0.01% | 174 | -96 | -2.08% | Q4 2025 | Jan 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,407 | 379 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,210 | 362 | 0.0% | 0.01% | 176 | -2,089 | -33.16% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,208 | 362 | 0.0% | 0.0% | 177 | +1,748 | 71.06% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,981 | 342 | 0.01% | — | 178 | +3,981 | New | Q4 2025 | Jan 16, 2026 |
| Advisors Preferred, LLC | History | Reduced | 3,965 | 341 | 0.06% | 0.06% | 179 | -712 | -15.22% | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 3,852 | 331 | 0.01% | — | 180 | +3,852 | New | Q4 2025 | Jan 16, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,818 | 328 | 0.0% | 0.0% | 181 | +471 | 14.07% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 3,741 | 321 | 0.0% | 0.0% | 182 | +885 | 30.99% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,709 | 319 | 0.0% | — | 183 | +3,709 | New | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,704 | 318 | 0.0% | 0.0% | 184 | -20,405 | -84.64% | Q4 2025 | Feb 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,646 | 313 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 3,617 | 311 | 0.06% | 0.09% | 186 | -31 | -0.85% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 3,593 | 309 | 0.01% | 0.01% | 188 | +49 | 1.38% | Q4 2025 | Jan 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 3,600 | 309 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 3,547 | 305 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 3,515 | 302 | 0.06% | 0.06% | 190 | +120 | 3.53% | Q4 2025 | Feb 04, 2026 |
| M&T BANK CORP | History | New | 3,418 | 294 | 0.0% | — | 191 | +3,418 | New | Q4 2025 | Jan 30, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 3,407 | 293 | 0.05% | 0.07% | 192 | -1,348 | -28.35% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,390 | 292 | 0.0% | 0.0% | 193 | +745 | 28.17% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,385 | 291 | 0.03% | 0.03% | 194 | -5 | -0.15% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,357 | 288 | 0.0% | — | 195 | +3,357 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 3,356 | 288 | 0.01% | 0.01% | 196 | -45 | -1.32% | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,255 | 280 | 0.0% | 0.0% | 197 | +512 | 18.67% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,224 | 277 | 0.0% | 0.0% | 198 | -1,111 | -25.63% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,112 | 268 | 0.0% | 0.0% | 200 | +1,330 | 74.64% | Q4 2025 | Feb 09, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 3,115 | 268 | 0.0% | 0.0% | 199 | -250 | -7.43% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,086 | 265 | 0.01% | — | 201 | +3,086 | New | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 3,000 | 258 | 0.01% | 0.01% | 202 | -400 | -11.76% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Added to | 2,920 | 251 | 0.01% | 0.0% | 203 | +2,507 | 607.02% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,904 | 249 | 0.0% | 0.0% | 204 | +1,963 | 208.61% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | New | 2,868 | 246 | 0.01% | — | 205 | +2,868 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 2,839 | 244 | 0.0% | 0.0% | 206 | +245 | 9.44% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,831 | 243 | 0.0% | 0.0% | 207 | -246 | -7.99% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | New | 2,782 | 239 | 0.01% | — | 208 | +2,782 | New | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,757 | 237 | 0.0% | 0.0% | 209 | +285 | 11.53% | Q4 2025 | Feb 05, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 2,749 | 236 | 0.03% | — | 210 | +2,749 | New | Q4 2025 | Jan 15, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 2,675 | 230 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,670 | 229 | 0.0% | 0.0% | 212 | -2,366 | -46.98% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 2,588 | 222 | 0.0% | — | 213 | +2,588 | New | Q4 2025 | Jan 22, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,515 | 216 | 0.01% | 0.01% | 214 | +79 | 3.24% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 2,506 | 215 | 0.0% | — | 215 | +2,506 | New | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,482 | 213 | 0.01% | 0.01% | 216 | -81 | -3.16% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | New | 2,416 | 207 | 0.01% | — | 217 | +2,416 | New | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Reduced | 2,243 | 193 | 0.0% | 0.0% | 218 | -33 | -1.45% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 2,150 | 184 | 0.01% | 0.01% | 219 | +222 | 11.51% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 1,519 | 130 | 0.0% | — | 220 | +1,519 | New | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,136 | 97 | 0.0% | 0.0% | 221 | -2 | -0.18% | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 990 | 85 | 0.05% | — | 222 | +990 | New | Q4 2025 | Feb 19, 2026 |
| Inspire Investing, LLC | History | New | 980 | 84 | 0.01% | — | 223 | +980 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 947 | 81 | 0.0% | 0.0% | 224 | +79 | 9.1% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 938 | 80 | 0.0% | 0.0% | 225 | +272 | 40.84% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | No change | 898 | 77 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 795 | 68 | 0.0% | 0.0% | 227 | +68 | 9.35% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 770 | 66 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 747 | 64 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 627 | 53 | 0.0% | 0.0% | 230 | -19,278 | -96.85% | Q4 2025 | Feb 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 600 | 51 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 554 | 47 | 0.01% | — | 232 | +554 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 515 | 44 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Leonteq Securities AG | History | New | 504 | 43 | 0.0% | — | 234 | +504 | New | Q4 2025 | Feb 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 495 | 42 | 0.03% | 0.03% | 235 | -20 | -3.88% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 459 | 39 | 0.0% | — | 236 | +459 | New | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | No change | 453 | 38 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 418 | 35 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 403 | 34 | 0.0% | 0.0% | 239 | +229 | 131.61% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 364 | 31 | 0.0% | 0.0% | 240 | -136 | -27.2% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 369 | 31 | 0.0% | 0.0% | 241 | +135 | 57.69% | Q4 2025 | Feb 24, 2026 |
| FIRST HORIZON CORP | History | No change | 359 | 30 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 283 | 24 | 0.0% | 0.0% | 243 | +42 | 17.43% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 282 | 24 | 0.0% | 0.0% | 244 | -11 | -3.75% | Q4 2025 | Feb 05, 2026 |
| V-Square Quantitative Management LLC | History | New | 261 | 22 | 0.0% | — | 246 | +261 | New | Q4 2025 | Jan 22, 2026 |
| Clean Yield Group | History | No change | 263 | 22 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 251 | 21 | 0.0% | — | 247 | +251 | New | Q4 2025 | Feb 17, 2026 |
| Eagle Bay Advisors LLC | History | New | 236 | 20 | 0.01% | — | 248 | +236 | New | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS | History | New | 205 | 17 | 0.0% | — | 250 | +205 | New | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 199 | 17 | 0.0% | — | 251 | +199 | New | Q4 2025 | Jan 15, 2026 |
| BARCLAYS PLC | History | Reduced | 209 | 17 | 0.0% | 0.0% | 249 | -181 | -46.41% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 148 | 12 | 0.0% | — | 253 | +148 | New | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | No change | 139 | 12 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | No change | 148 | 12 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hood River Capital Management LLC | History | New | 119 | 10 | 0.0% | — | 255 | +119 | New | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 118 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Added to | 110 | 9 | 0.0% | 0.0% | 258 | +80 | 266.67% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 105 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 106 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |
| Quantbot Technologies LP | History | Reduced | 100 | 8 | 0.0% | 0.01% | 261 | -4,262 | -97.71% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 96 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MASECO LLP | History | No change | 99 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 91 | 7 | 0.0% | 0.0% | 265 | +46 | 102.22% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 83 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PROFFITT & GOODSON INC | History | No change | 89 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bangor Savings Bank | History | New | 74 | 6 | 0.0% | — | 266 | +74 | New | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | Added to | 70 | 6 | 0.0% | 0.0% | 267 | +7 | 11.11% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 65 | 5 | 0.0% | — | 271 | +65 | New | Q4 2025 | Feb 13, 2026 |
| Purpose Unlimited Inc. | History | New | 64 | 5 | 0.0% | — | 272 | +64 | New | Q4 2025 | Mar 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 69 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 66 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 59 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 58 | 4 | 0.0% | — | 273 | +52 | 866.67% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 56 | 4 | 0.0% | 0.0% | 274 | +8 | 16.67% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 42 | 3 | 0.0% | — | 276 | +42 | New | Q4 2025 | Feb 17, 2026 |
| Elyxium Wealth, LLC | History | New | 40 | 3 | 0.0% | — | 278 | +40 | New | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Added to | 43 | 3 | 0.0% | 0.0% | 277 | +14 | 48.28% | Q4 2025 | Jan 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 39 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aventura Private Wealth, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SHP Wealth Management | History | New | 30 | 2 | 0.0% | — | 280 | +30 | New | Q4 2025 | Mar 04, 2026 |
| Basepoint Wealth LLC | History | New | 30 | 2 | 0.0% | — | 282 | +30 | New | Q4 2025 | Feb 10, 2026 |
| Ares Financial Consulting, LLC | History | New | 30 | 2 | 0.0% | — | 283 | +30 | New | Q4 2025 | Jan 30, 2026 |
| Bravera Wealth | History | New | 27 | 2 | 0.0% | — | 284 | +27 | New | Q4 2025 | Apr 22, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 20 | 1 | 0.0% | — | 289 | +20 | New | Q4 2025 | Jan 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 17 | 1 | 0.0% | — | 286 | +17 | New | Q4 2025 | Jan 08, 2026 |
| HM PAYSON & CO | History | New | 16 | 1 | 0.0% | — | 285 | +16 | New | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | New | 12 | 1 | 0.0% | — | 287 | +12 | New | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | Added to | 14 | 1 | 0.0% | — | 290 | +2 | 16.67% | Q4 2025 | Jan 12, 2026 |
| Asset Dedication, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -251,281 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -26,809 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -20,927 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -9,667 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,033 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -6,526 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Virtus Family Office LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,886 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,517 | -100.0% | Q3 2025 | Oct 23, 2025 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,425 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -529 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -102 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CENTRAL TRUST Co | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 02, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Trust Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q4 2025 | Feb 10, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kilter Group LLC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |