Knife River Corp - KNF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 | 7,014,619 | 493,478 | 0.01% | 0.01% | 1 | +92,717 | 1.34% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,688,172 | 400,162 | 0.01% | 0.01% | 2 | -66,206 | -1.15% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,915,131 | 275,431 | 0.03% | 0.03% | 3 | +123,594 | 3.26% | Q4 2025 | Feb 17, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 2,128,401 | 149,733 | 0.12% | 0.13% | 4 | -70,370 | -3.2% | Q4 2025 | Jan 23, 2026 |
| STATE STREET CORP | History | Reduced | 2,031,794 | 142,936 | 0.0% | 0.01% | 5 | -7,860 | -0.39% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 1,774,284 | 124,820 | 0.42% | 0.28% | 6 | +648,979 | 57.67% | Q4 2025 | Feb 11, 2026 |
| Capital Research Global Investors | History | Reduced | 1,664,817 | 117,119 | 0.02% | 0.03% | 7 | -197,961 | -10.63% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,417,408 | 99,730 | 0.01% | 0.01% | 8 | +9,125 | 0.65% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,391,662 | 97,909 | 0.02% | 0.02% | 9 | +144,176 | 11.56% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,189,341 | 83,670 | 0.0% | 0.01% | 10 | -20,477 | -1.69% | Q4 2025 | Feb 13, 2026 |
| Capital World Investors | History | New | 1,011,598 | 71,165 | 0.01% | — | 11 | +1,011,598 | New | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 900,518 | 63,351 | 0.05% | 0.03% | 12 | +411,907 | 84.3% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 825,363 | 58,064 | 0.47% | 0.39% | 13 | +108,790 | 15.18% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 746,622 | 52,524 | 0.01% | 0.01% | 14 | -173,907 | -18.89% | Q4 2025 | Mar 25, 2026 |
| Voss Capital, LP | History | Added to | 710,048 | 49,951 | 2.4% | 1.67% | 15 | +270,048 | 61.37% | Q4 2025 | Feb 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 700,780 | 49,299 | 0.35% | 0.39% | 16 | -65,623 | -8.56% | Q4 2025 | Jan 09, 2026 |
| FMR LLC | History | Reduced | 689,769 | 48,525 | 0.0% | 0.0% | 17 | -521,963 | -43.08% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 672,664 | 47,321 | 0.01% | 0.01% | 18 | -28,802 | -4.11% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 650,944 | 45,793 | 0.01% | 0.01% | 19 | +9,438 | 1.47% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 601,304 | 42,301 | 0.29% | 0.42% | 20 | -220,073 | -26.79% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 591,075 | 41,582 | 0.06% | — | 21 | +591,075 | New | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 578,023 | 40,663 | 0.01% | 0.01% | 22 | +135,982 | 30.76% | Q4 2025 | Jan 22, 2026 |
| Nuveen, LLC | History | Added to | 552,961 | 38,900 | 0.01% | 0.01% | 23 | +54,590 | 10.95% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 471,016 | 33,136 | 0.04% | 0.07% | 24 | +124,426 | 35.9% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 465,569 | 32,752 | 0.0% | — | 25 | +465,569 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 430,315 | 30,272 | 0.01% | 0.01% | 26 | -92,450 | -17.68% | Q4 2025 | Feb 10, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 427,512 | 30,075 | 0.32% | 0.19% | 27 | +146,209 | 51.98% | Q4 2025 | Feb 17, 2026 |
| MIG Capital, LLC | History | No change | 413,380 | 29,081 | 4.93% | 4.62% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 411,758 | 28,967 | 0.04% | 0.05% | 29 | +9,098 | 2.26% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 409,220 | 28,788 | 0.03% | 0.04% | 30 | -5,037 | -1.22% | Q4 2025 | Jan 30, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 408,936 | 28,768 | 0.03% | 0.04% | 31 | -30,787 | -7.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 368,317 | 26,275 | 0.01% | 0.01% | 32 | -141 | -0.04% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 357,924 | 25,179 | 0.0% | 0.0% | 33 | +260,145 | 266.05% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 329,942 | 23,211 | 0.0% | 0.0% | 34 | +65,738 | 24.88% | Q4 2025 | Feb 17, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 329,460 | 23,177 | 0.12% | 0.08% | 35 | +108,948 | 49.41% | Q4 2025 | Feb 06, 2026 |
| Paradice Investment Management LLC | History | New | 312,743 | 22,001 | 4.28% | — | 36 | +312,743 | New | Q4 2025 | Jan 28, 2026 |
| Invesco Ltd. | History | Reduced | 300,107 | 21,112 | 0.0% | 0.01% | 37 | -601,369 | -66.71% | Q4 2025 | Feb 19, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 255,557 | 17,978 | 0.06% | 0.04% | 38 | +119,452 | 87.76% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 226,247 | 15,916 | 0.0% | 0.0% | 39 | -8,917 | -3.79% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 222,303 | 15,639 | 0.0% | 0.0% | 40 | +89,179 | 66.99% | Q4 2025 | Feb 13, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 211,725 | 14,933 | 1.19% | 1.28% | 41 | -4,754 | -2.2% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Added to | 206,894 | 14,555 | 0.13% | 0.13% | 42 | +14,640 | 7.61% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 205,405 | 14,450 | 0.01% | 0.01% | 43 | +24,499 | 13.54% | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 187,762 | 13,209 | 0.01% | 0.01% | 44 | +72,224 | 62.51% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 172,876 | 12,162 | 0.01% | 0.06% | 45 | -998,684 | -85.24% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Reduced | 167,986 | 11,817 | 0.0% | 0.0% | 46 | -145,476 | -46.41% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 165,834 | 11,666 | 0.01% | 0.01% | 47 | -12,132 | -6.82% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 147,122 | 10,350 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 128,008 | 9,005 | 0.03% | 0.05% | 49 | -43,400 | -25.32% | Q4 2025 | Feb 13, 2026 |
| MAIRS & POWER INC | History | Added to | 123,855 | 8,713 | 0.08% | 0.09% | 50 | +1,810 | 1.48% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 118,830 | 8,359 | 0.0% | 0.0% | 51 | +25,602 | 27.46% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 116,100 | 8,167 | 0.01% | — | 52 | +116,100 | New | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 113,540 | 7,987 | 0.05% | — | 53 | +113,540 | New | Q4 2025 | Feb 05, 2026 |
| Swiss National Bank | History | Added to | 111,698 | 7,857 | 0.0% | 0.0% | 54 | +1,900 | 1.73% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 111,639 | 7,853 | 0.0% | 0.0% | 55 | -1,105 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 107,775 | 7,581 | 0.01% | 0.01% | 56 | +60,692 | 128.9% | Q4 2025 | Feb 13, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 101,510 | 7,141 | 0.48% | 0.54% | 57 | -5,343 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 100,251 | 7,052 | 0.01% | 0.0% | 58 | +23,680 | 30.93% | Q4 2025 | Feb 17, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 100,000 | 7,035 | 1.25% | — | 59 | +100,000 | New | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 98,239 | 6,911 | 0.01% | 0.01% | 60 | +16,924 | 20.81% | Q4 2025 | Feb 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 95,348 | 6,707 | 0.06% | 0.06% | 61 | +13,449 | 16.42% | Q4 2025 | Feb 05, 2026 |
| CI INVESTMENTS INC. | History | Added to | 93,936 | 6,608 | 0.03% | 0.02% | 62 | +9,788 | 11.63% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 93,294 | 6,563 | 0.0% | 0.0% | 63 | -3,742 | -3.86% | Q4 2025 | Feb 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 87,812 | 6,177 | 0.08% | 0.09% | 64 | +3,947 | 4.71% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 86,774 | 6,104 | 0.0% | 0.0% | 65 | -6,139 | -6.61% | Q4 2025 | Feb 09, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 81,160 | 5,709 | 0.04% | 0.05% | 66 | -5,134 | -5.95% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 74,827 | 5,264 | 0.0% | 0.0% | 67 | -43,194 | -36.6% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 74,391 | 5,233 | 0.0% | 0.0% | 68 | -5 | -0.01% | Q4 2025 | Feb 12, 2026 |
| F/m Investments LLC | History | Added to | 73,611 | 5,178 | 0.2% | 0.18% | 69 | +11,839 | 19.17% | Q4 2025 | Feb 03, 2026 |
| Aberdeen Group plc | History | Reduced | 72,306 | 5,086 | 0.01% | 0.01% | 70 | -40,336 | -35.81% | Q4 2025 | Jan 16, 2026 |
| M&T BANK CORP | History | Added to | 70,700 | 4,973 | 0.02% | 0.02% | 71 | +706 | 1.01% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 70,190 | 4,937 | 0.01% | 0.01% | 72 | -25,384 | -26.56% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 68,005 | 4,784 | 0.02% | 0.02% | 73 | -504 | -0.74% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 67,695 | 4,762 | 0.0% | 0.01% | 74 | -320,694 | -82.57% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 67,162 | 4,724 | 0.01% | 0.01% | 75 | +2,068 | 3.18% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 66,870 | 4,704 | 0.04% | — | 76 | +66,870 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 63,904 | 4,648 | 0.01% | 0.0% | 77 | +33,698 | 111.56% | Q4 2025 | Jan 15, 2026 |
| ALGERT GLOBAL LLC | History | New | 63,210 | 4,447 | 0.07% | — | 78 | +63,210 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 62,530 | 4,399 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 60,000 | 4,221 | 0.23% | 0.24% | 80 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 59,643 | 4,195 | 0.0% | 0.0% | 81 | +7,287 | 13.92% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 58,389 | 4,107 | 0.02% | 0.02% | 82 | -3,372 | -5.46% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 57,992 | 4,079 | 0.09% | 0.39% | 83 | -174,050 | -75.01% | Q4 2025 | Feb 13, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 57,292 | 4,030 | 0.54% | 0.6% | 84 | -650 | -1.12% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 56,403 | 3,967 | 0.0% | — | 85 | +56,403 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 56,382 | 3,966 | 0.07% | 0.05% | 86 | +16,026 | 39.71% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 55,909 | 3,933 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 55,293 | 3,889 | 0.01% | 0.01% | 88 | -3,945 | -6.66% | Q4 2025 | Feb 17, 2026 |
| Hudson Value Partners, LLC | History | Added to | 54,330 | 3,882 | 1.16% | 1.28% | 89 | +403 | 0.75% | Q4 2025 | Jan 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 54,300 | 3,820 | 0.0% | 0.0% | 90 | -42 | -0.08% | Q4 2025 | Feb 17, 2026 |
| PECAUT & CO. | History | Reduced | 50,790 | 3,573 | 1.15% | 1.32% | 91 | -2,500 | -4.69% | Q4 2025 | Feb 10, 2026 |
| 4D Advisors, LLC | History | New | 50,000 | 3,517 | 1.93% | — | 92 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 49,899 | 3,510 | 0.66% | 0.76% | 93 | -2,277 | -4.36% | Q4 2025 | Jan 30, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 44,474 | 3,128 | 0.03% | 0.16% | 94 | -156,458 | -77.87% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,987 | 2,742 | 0.0% | 0.0% | 95 | +3,486 | 9.82% | Q4 2025 | Feb 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 36,659 | 2,586 | 0.35% | 0.14% | 96 | +23,764 | 184.29% | Q4 2025 | Jan 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 36,597 | 2,574 | 0.0% | 0.0% | 97 | -2,536 | -6.48% | Q4 2025 | Feb 10, 2026 |
| Soapstone Management L.P. | History | New | 34,071 | 2,396 | 1.77% | — | 98 | +34,071 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 33,043 | 2,324 | 0.0% | 0.0% | 99 | +22,993 | 228.79% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 31,625 | 2,224 | 0.01% | 0.01% | 100 | +7,366 | 30.36% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,224 | 2,197 | 0.0% | — | 101 | +31,224 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 30,446 | 2,141 | 0.01% | 0.01% | 102 | +3,336 | 12.31% | Q4 2025 | Feb 17, 2026 |
| Future Fund LLC | History | Added to | 30,268 | 2,129 | 0.67% | 0.65% | 103 | +6,269 | 26.12% | Q4 2025 | Feb 10, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 30,262 | 2,128 | 1.29% | 0.99% | 104 | +9,332 | 44.59% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 29,136 | 2,049 | 0.0% | 0.0% | 105 | +4,814 | 19.79% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 28,498 | 2,004 | 0.0% | 0.0% | 106 | +19,017 | 200.58% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,947 | 1,966 | 0.0% | 0.0% | 107 | +11,957 | 74.78% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 26,742 | 1,881 | 0.0% | 0.0% | 108 | +5,784 | 27.6% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 26,354 | 1,854 | 0.0% | 0.0% | 109 | -1,842 | -6.53% | Q4 2025 | Feb 10, 2026 |
| Register Financial Advisors LLC | History | Reduced | 25,465 | 1,791 | 0.7% | 1.09% | 110 | -10,650 | -29.49% | Q4 2025 | Jan 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 24,932 | 1,780 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 24,670 | 1,735 | 0.01% | 0.01% | 112 | +1,558 | 6.74% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 24,670 | 1,735 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 24,484 | 1,722 | 0.0% | 0.0% | 114 | -8,513 | -25.8% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 24,247 | 1,705 | 0.0% | 0.0% | 115 | +6,948 | 40.16% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,878 | 1,680 | 0.01% | 0.01% | 116 | -1,004 | -4.04% | Q4 2025 | Feb 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 23,583 | 1,659 | 0.02% | 0.02% | 117 | -2,586 | -9.88% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 23,486 | 1,652 | 0.01% | 0.01% | 118 | +708 | 3.11% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | Added to | 23,369 | 1,644 | 0.05% | 0.04% | 119 | +7,214 | 44.65% | Q4 2025 | Feb 10, 2026 |
| WASHINGTON TRUST BANK | History | No change | 22,771 | 1,601 | 0.11% | 0.13% | 120 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Alberta Investment Management Corp | History | New | 22,600 | 1,589 | 0.01% | — | 121 | +22,600 | New | Q4 2025 | Feb 19, 2026 |
| SG Americas Securities, LLC | History | Added to | 22,439 | 1,579 | 0.0% | 0.01% | 122 | +1,523 | 7.28% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 22,352 | 1,572 | 0.0% | 0.0% | 123 | -12,712 | -36.25% | Q4 2025 | Feb 17, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 21,867 | 1,538 | 0.84% | 0.96% | 124 | +9 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 21,359 | 1,502 | 0.03% | 0.03% | 125 | +491 | 2.35% | Q4 2025 | Jan 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 21,028 | 1,479 | 0.01% | 0.02% | 126 | -2,497 | -10.61% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 21,992 | 1,477 | 0.0% | 0.0% | 127 | +2,768 | 14.4% | Q4 2025 | Feb 18, 2026 |
| XTX Topco Ltd | History | New | 20,618 | 1,450 | 0.04% | — | 128 | +20,618 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 20,262 | 1,425 | 0.0% | 0.0% | 129 | +1,892 | 10.3% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,514 | 1,348 | 0.01% | 0.01% | 130 | -303 | -1.7% | Q4 2025 | Jan 21, 2026 |
| Trexquant Investment LP | History | New | 19,133 | 1,346 | 0.01% | — | 131 | +19,133 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 19,097 | 1,343 | 0.01% | 0.01% | 132 | -45 | -0.24% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 18,646 | 1,311 | 0.0% | 0.01% | 133 | -199 | -1.06% | Q4 2025 | Feb 17, 2026 |
| Employees Retirement System of Texas | History | No change | 18,355 | 1,291 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 18,120 | 1,274 | 0.02% | 0.02% | 135 | +233 | 1.3% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,985 | 1,265 | 0.01% | 0.01% | 136 | +455 | 2.6% | Q4 2025 | Feb 17, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 17,177 | 1,208 | 0.71% | 0.75% | 137 | +1,145 | 7.14% | Q4 2025 | Jan 14, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Reduced | 17,062 | 1,200 | 0.09% | 0.1% | 138 | -737 | -4.14% | Q4 2025 | Jan 26, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 16,975 | 1,194 | 0.0% | 0.0% | 139 | +2,000 | 13.36% | Q4 2025 | Jan 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,107 | 1,133 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,932 | 1,120 | 0.09% | 0.1% | 141 | +446 | 2.88% | Q4 2025 | Jan 23, 2026 |
| Arizona State Retirement System | History | Reduced | 15,820 | 1,112 | 0.01% | 0.01% | 142 | -944 | -5.63% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,700 | 1,104 | 0.02% | 0.02% | 143 | -100 | -0.63% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,525 | 1,092 | 0.0% | 0.0% | 144 | -1,208 | -7.22% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | New | 15,415 | 1,084 | 0.0% | — | 145 | +15,415 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 15,157 | 1,066 | 0.01% | 0.01% | 146 | -683 | -4.31% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 15,075 | 1,060 | 0.03% | 0.04% | 147 | -373 | -2.41% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 14,628 | 1,029 | 0.0% | 0.02% | 148 | -452,518 | -96.87% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,200 | 999 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,180 | 997 | 0.01% | 0.01% | 150 | -363 | -2.5% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,083 | 990 | 0.0% | 0.0% | 151 | -713 | -4.82% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,063 | 989 | 0.04% | 0.05% | 152 | -50 | -0.35% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,857 | 974 | 0.0% | 0.0% | 153 | +4,747 | 52.11% | Q4 2025 | Feb 17, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | No change | 13,067 | 966 | 0.51% | 0.53% | 154 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 13,355 | 939 | 0.0% | 0.0% | 155 | -100 | -0.74% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 13,278 | 934 | 0.0% | 0.0% | 156 | +2,489 | 23.07% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 13,197 | 928 | 0.0% | — | 157 | +13,197 | New | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 13,120 | 923 | 0.21% | — | 158 | +13,120 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 13,044 | 917 | 0.0% | 0.0% | 159 | -214 | -1.61% | Q4 2025 | Jan 15, 2026 |
| ProShare Advisors LLC | History | Added to | 12,728 | 895 | 0.0% | 0.0% | 160 | +533 | 4.37% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,678 | 891 | 0.01% | 0.01% | 161 | +48 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Riverwater Partners LLC | History | No change | 12,545 | 882 | 0.34% | 0.4% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 12,404 | 872 | 0.31% | 0.34% | 163 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Reduced | 12,341 | 868 | 0.0% | 0.0% | 164 | -6,850 | -35.69% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 12,171 | 856 | 0.0% | — | 165 | +12,171 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 11,869 | 834 | 0.0% | 0.0% | 166 | -2,561 | -17.75% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 11,845 | 833 | 0.0% | 0.0% | 167 | +441 | 3.87% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,787 | 829 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 11,500 | 824 | 0.02% | — | 169 | +11,500 | New | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,700 | 823 | 0.02% | 0.03% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,304 | 795 | 0.01% | 0.01% | 171 | -100 | -0.88% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 11,184 | 786 | 0.0% | 0.0% | 172 | +4,693 | 72.3% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 10,645 | 748 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 10,300 | 724 | 0.05% | 0.1% | 174 | -24,048 | -70.01% | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | Added to | 10,250 | 721 | 0.07% | 0.05% | 175 | +2,750 | 36.67% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,200 | 717 | 0.0% | 0.0% | 176 | -229 | -2.2% | Q4 2025 | Feb 12, 2026 |
| Laurion Capital Management LP | History | New | 10,042 | 706 | 0.03% | — | 177 | +10,042 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 9,864 | 693 | 0.0% | — | 178 | +9,864 | New | Q4 2025 | Feb 17, 2026 |
| Carlson Capital, L.P. | History | Reduced | 9,600 | 675 | 0.24% | 0.31% | 179 | -1,400 | -12.73% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,500 | 668 | 0.0% | 0.0% | 180 | -53,500 | -84.92% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,086 | 639 | 0.0% | 0.0% | 181 | +708 | 8.45% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 8,800 | 619 | 0.0% | 0.0% | 182 | +5,300 | 151.43% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,685 | 610 | 0.0% | 0.0% | 183 | +79 | 0.92% | Q4 2025 | Feb 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 8,571 | 602 | 0.03% | 0.04% | 184 | +87 | 1.03% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,530 | 599 | 0.01% | 0.01% | 185 | -330 | -3.72% | Q4 2025 | Jan 23, 2026 |
| Man Group plc | History | Reduced | 8,355 | 587 | 0.0% | 0.0% | 186 | -5,831 | -41.1% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 8,315 | 584 | 0.0% | 0.0% | 187 | +349 | 4.38% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 7,689 | 540 | 0.03% | 0.04% | 188 | +101 | 1.33% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 7,332 | 515 | 0.0% | 0.01% | 189 | -531,448 | -98.64% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,806 | 514 | 0.0% | 0.0% | 190 | +847 | 14.21% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,268 | 511 | 0.0% | 0.0% | 191 | -4,444 | -37.94% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 6,949 | 488 | 0.0% | 0.0% | 192 | -1,163 | -14.34% | Q4 2025 | Feb 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 6,786 | 477 | 0.08% | 0.09% | 193 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 6,777 | 476 | 0.0% | 0.0% | 194 | -673 | -9.03% | Q4 2025 | Feb 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,616 | 465 | 0.0% | 0.0% | 195 | +1,413 | 27.16% | Q4 2025 | Feb 13, 2026 |
| Cohen Capital Management, Inc. | History | No change | 6,580 | 462 | 0.07% | 0.08% | 196 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gibbs Wealth Management | History | Reduced | 5,676 | 453 | 0.11% | 0.1% | 197 | -358 | -5.93% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,329 | 445 | 0.02% | 0.03% | 198 | +283 | 4.68% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,880 | 413 | 0.01% | 0.01% | 199 | -1,273 | -17.8% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 5,765 | 406 | 0.0% | — | 200 | +5,765 | New | Q4 2025 | Mar 20, 2026 |
| Aquatic Capital Management LLC | History | New | 5,419 | 381 | 0.01% | — | 201 | +5,419 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,315 | 375 | 0.0% | 0.0% | 203 | +601 | 12.75% | Q4 2025 | Mar 09, 2026 |
| Atria Investments, Inc | History | Reduced | 5,341 | 375 | 0.0% | 0.0% | 202 | -257 | -4.59% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,140 | 361 | 0.03% | 0.03% | 204 | +16 | 0.31% | Q4 2025 | Jan 29, 2026 |
| Forza Wealth Management, LLC | History | No change | 5,116 | 359 | 0.13% | 0.15% | 205 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,085 | 357 | 0.0% | — | 206 | +5,085 | New | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,028 | 353 | 0.04% | 0.04% | 207 | +475 | 10.43% | Q4 2025 | Feb 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 5,000 | 351 | 0.23% | 0.25% | 208 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,790 | 336 | 0.01% | 0.01% | 209 | +236 | 5.18% | Q4 2025 | Jan 22, 2026 |
| Portside Wealth Group, LLC | History | Added to | 4,660 | 327 | 0.04% | 0.04% | 210 | +501 | 12.05% | Q4 2025 | Jan 21, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,636 | 326 | 0.0% | 0.0% | 211 | -29,244 | -86.32% | Q4 2025 | Feb 12, 2026 |
| Allied Investment Advisors, LLC | History | Reduced | 4,572 | 321 | 0.05% | 0.06% | 212 | -150 | -3.18% | Q4 2025 | Feb 09, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 4,514 | 317 | 0.05% | 0.09% | 213 | -3,342 | -42.54% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,407 | 310 | 0.0% | 0.0% | 214 | -4,163 | -48.58% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,353 | 306 | 0.0% | 0.0% | 215 | -81 | -1.83% | Q4 2025 | Feb 06, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 4,336 | 305 | 0.13% | 0.13% | 216 | +395 | 10.02% | Q4 2025 | Jan 16, 2026 |
| Vident Advisory, LLC | History | New | 4,221 | 296 | 0.0% | — | 217 | +4,221 | New | Q4 2025 | Feb 18, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 3,659 | 292 | 0.1% | 0.15% | 218 | -1,886 | -34.01% | Q4 2025 | Feb 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,083 | 287 | 0.01% | 0.01% | 219 | -100 | -2.39% | Q4 2025 | Feb 04, 2026 |
| INCEPTIONR LLC | History | New | 4,039 | 284 | 0.08% | — | 221 | +4,039 | New | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,041 | 284 | 0.0% | 0.0% | 220 | -37 | -0.91% | Q4 2025 | Feb 09, 2026 |
| Entropy Technologies, LP | History | New | 3,879 | 272 | 0.01% | — | 222 | +3,879 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,827 | 269 | 0.0% | 0.0% | 223 | -246 | -6.04% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 3,794 | 266 | 0.03% | — | 225 | +3,794 | New | Q4 2025 | Jan 07, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,786 | 266 | 0.0% | — | 224 | +3,786 | New | Q4 2025 | Feb 12, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 3,762 | 264 | 0.12% | 0.14% | 226 | +150 | 4.15% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Added to | 3,726 | 262 | 0.0% | 0.0% | 227 | +923 | 32.93% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 3,705 | 260 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,582 | 256 | 0.0% | 0.0% | 229 | -74 | -2.02% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,620 | 254 | 0.0% | — | 230 | +3,620 | New | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 3,573 | 251 | 0.0% | 0.0% | 231 | -18 | -0.5% | Q4 2025 | Jan 26, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 3,543 | 249 | 0.05% | 0.06% | 232 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 3,491 | 245 | 0.0% | 0.0% | 233 | -2,518 | -41.9% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | New | 3,454 | 242 | 0.0% | — | 234 | +3,454 | New | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,371 | 237 | 0.01% | 0.01% | 235 | -1,934 | -36.46% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 3,348 | 235 | 0.0% | — | 236 | +3,348 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,303 | 232 | 0.0% | 0.0% | 237 | -442 | -11.8% | Q4 2025 | Feb 05, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 3,291 | 231 | 0.05% | 0.07% | 238 | -132 | -3.86% | Q4 2025 | Feb 09, 2026 |
| MARSHALL WACE, LLP | History | New | 3,283 | 230 | 0.0% | — | 239 | +3,283 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,278 | 230 | 0.0% | 0.0% | 240 | +386 | 13.35% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Reduced | 3,200 | 225 | 0.0% | 0.0% | 241 | -300 | -8.57% | Q4 2025 | Feb 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 3,146 | 221 | 0.0% | 0.0% | 243 | +166 | 5.57% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,155 | 221 | 0.0% | 0.0% | 242 | -22 | -0.69% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 3,037 | 213 | 0.01% | 0.01% | 244 | +96 | 3.26% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,020 | 212 | 0.0% | 0.0% | 245 | -7,250 | -70.59% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | New | 2,782 | 211 | 0.0% | — | 246 | +2,782 | New | Q4 2025 | Feb 10, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 2,885 | 209 | 0.0% | 0.01% | 247 | -58,164 | -95.27% | Q4 2025 | Jan 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,983 | 209 | 0.01% | 0.01% | 248 | +23 | 0.78% | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | No change | 2,977 | 209 | 0.05% | 0.06% | 249 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,961 | 208 | 0.0% | 0.01% | 250 | -63 | -2.08% | Q4 2025 | Feb 18, 2026 |
| Unified Investment Management | History | Reduced | 2,902 | 204 | 0.2% | 0.23% | 251 | -153 | -5.01% | Q4 2025 | Feb 09, 2026 |
| Capula Management Ltd | History | New | 2,891 | 203 | 0.0% | — | 252 | +2,891 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 2,676 | 191 | 0.05% | 0.05% | 253 | -5 | -0.19% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,616 | 184 | 0.0% | — | 254 | +2,616 | New | Q4 2025 | Feb 13, 2026 |
| Elgethun Capital Management | History | No change | 2,337 | 164 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First PREMIER Bank | History | No change | 2,137 | 150 | 0.03% | 0.04% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 2,000 | 145 | 0.01% | — | 257 | +2,000 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,021 | 142 | 0.0% | 0.0% | 258 | -814 | -28.71% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,933 | 135 | 0.02% | 0.0% | 259 | +1,900 | 5757.58% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 1,742 | 123 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,733 | 122 | 0.0% | 0.0% | 261 | +42 | 2.48% | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | No change | 1,484 | 104 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,346 | 96 | 0.0% | 0.01% | 264 | +23 | 1.74% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,375 | 96 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,350 | 94 | 0.01% | 0.01% | 265 | -100 | -6.9% | Q4 2025 | Feb 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,188 | 83 | 0.02% | 0.0% | 266 | +1,138 | 2276.0% | Q4 2025 | Mar 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,125 | 79 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 940 | 66 | 0.0% | 0.0% | 268 | +345 | 57.98% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 925 | 65 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 847 | 59 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 806 | 56 | 0.0% | 0.0% | 271 | +536 | 198.52% | Q4 2025 | Feb 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 759 | 53 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | No change | 750 | 52 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 729 | 51 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GAMMA Investing LLC | History | Added to | 685 | 48 | 0.0% | 0.0% | 275 | +177 | 34.84% | Q4 2025 | Jan 05, 2026 |
| Quent Capital, LLC | History | Added to | 658 | 46 | 0.0% | 0.0% | 276 | +41 | 6.65% | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 645 | 45 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hilltop National Bank | History | No change | 642 | 45 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 567 | 40 | 0.0% | 0.0% | 279 | +226 | 66.28% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 573 | 40 | 0.0% | 0.0% | 280 | +106 | 22.7% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 554 | 38 | 0.0% | 0.0% | 281 | +4 | 0.73% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 531 | 37 | 0.01% | — | 283 | +531 | New | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 531 | 37 | 0.0% | 0.0% | 282 | +269 | 102.67% | Q4 2025 | Jan 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 513 | 36 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| McMillan Office, Inc. | History | New | 506 | 35 | 0.0% | — | 286 | +506 | New | Q4 2025 | Feb 12, 2026 |
| Bank of New Hampshire | History | New | 505 | 35 | 0.01% | — | 285 | +505 | New | Q4 2025 | Mar 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 497 | 34 | 0.0% | 0.0% | 288 | -14 | -2.74% | Q4 2025 | Mar 16, 2026 |
| COUNTRY TRUST BANK | History | No change | 487 | 34 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HighMark Wealth Management LLC | History | No change | 494 | 34 | 0.01% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 445 | 31 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | Reduced | 417 | 29 | 0.0% | 0.0% | 291 | -50 | -10.71% | Q4 2025 | Jan 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 393 | 27 | 0.0% | 0.0% | 292 | -108 | -21.56% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 348 | 24 | 0.0% | — | 294 | +348 | New | Q4 2025 | Jan 21, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 355 | 24 | 0.0% | 0.0% | 293 | -229 | -39.21% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 328 | 23 | 0.0% | — | 295 | +328 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 292 | 20 | 0.0% | 0.0% | 296 | +29 | 11.03% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 294 | 20 | 0.0% | 0.0% | 297 | -8 | -2.65% | Q4 2025 | Feb 06, 2026 |
| ALERUS FINANCIAL NA | History | No change | 274 | 19 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 255 | 17 | 0.0% | — | 300 | +255 | New | Q4 2025 | Feb 05, 2026 |
| BAYBAN | History | New | 253 | 17 | 0.02% | — | 302 | +253 | New | Q4 2025 | Mar 05, 2026 |
| Bangor Savings Bank | History | Reduced | 247 | 17 | 0.0% | 0.0% | 299 | -179 | -42.02% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 245 | 17 | 0.0% | 0.0% | 301 | +7 | 2.94% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 278 | 16 | 0.0% | — | 303 | +278 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 240 | 16 | 0.0% | 0.0% | 304 | +17 | 7.62% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Added to | 223 | 15 | 0.0% | 0.0% | 305 | +156 | 232.84% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 220 | 15 | 0.0% | 0.0% | 306 | +3 | 1.38% | Q4 2025 | Jan 16, 2026 |
| City State Bank | History | No change | 212 | 14 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 192 | 14 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 198 | 13 | 0.0% | 0.0% | 309 | +126 | 175.0% | Q4 2025 | Jan 23, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 185 | 13 | 0.04% | 0.06% | 310 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crews Bank & Trust | History | No change | 194 | 13 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 171 | 12 | 0.0% | 0.0% | 312 | -71 | -29.34% | Q4 2025 | Feb 09, 2026 |
| Costello Asset Management, INC | History | No change | 174 | 12 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 168 | 11 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 158 | 11 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 149 | 10 | 0.0% | — | 320 | +149 | New | Q4 2025 | Jan 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 150 | 10 | 0.0% | 0.0% | 317 | -50 | -25.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 152 | 10 | 0.0% | 0.0% | 316 | +31 | 25.62% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | No change | 140 | 10 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 150 | 10 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kemnay Advisory Services Inc. | History | New | 129 | 9 | 0.0% | — | 323 | +129 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Added to | 137 | 9 | 0.0% | 0.0% | 324 | +15 | 12.3% | Q4 2025 | Jan 16, 2026 |
| CENTRAL TRUST Co | History | Added to | 132 | 9 | 0.0% | 0.0% | 321 | +7 | 5.6% | Q4 2025 | Feb 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 134 | 9 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 133 | 9 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 111 | 7 | 0.0% | 0.0% | 327 | -632 | -85.06% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 113 | 7 | 0.0% | — | 329 | +113 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | New | 100 | 7 | 0.0% | — | 326 | +100 | New | Q4 2025 | Feb 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 92 | 6 | 0.0% | 0.03% | 331 | -4,310 | -97.91% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 87 | 6 | 0.0% | 0.0% | 330 | +35 | 67.31% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | Added to | 95 | 6 | 0.0% | 0.0% | 333 | +12 | 14.46% | Q4 2025 | Feb 04, 2026 |
| Corsicana & Co. | History | No change | 90 | 6 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quarry LP | History | Added to | 74 | 5 | 0.0% | — | 336 | +68 | 1133.33% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 72 | 5 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Front Row Advisors LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | No change | 79 | 5 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 74 | 5 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 63 | 4 | 0.0% | 0.0% | 339 | -779 | -92.52% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 61 | 4 | 0.0% | — | 342 | +61 | New | Q4 2025 | Feb 05, 2026 |
| Archer Investment Corp | History | No change | 67 | 4 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Reduced | 55 | 3 | 0.0% | 0.0% | 344 | -55 | -50.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 345 | -22 | -32.35% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 47 | 3 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 38 | 2 | 0.0% | — | 346 | +38 | New | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 34 | 2 | 0.0% | 0.0% | 347 | +16 | 88.89% | Q4 2025 | Jan 07, 2026 |
| Bare Financial Services, Inc | History | New | 21 | 1 | 0.0% | — | 353 | +21 | New | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 354 | -21 | -46.67% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 20 | 1 | 0.0% | 0.0% | 351 | -7 | -25.93% | Q4 2025 | Feb 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 349 | -2 | -9.52% | Q4 2025 | Jan 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 23 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | No change | 16 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Red Tortoise LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -664,288 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -421,861 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -379,966 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 1.37% | — | -63,636 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -51,539 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -43,953 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,355 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hodges Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -40,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Roubaix Capital, LLC | History | Closed out | 0 | 0 | — | 1.35% | — | -37,787 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AYAL Capital Advisors Ltd | History | Closed out | 0 | 0 | — | 1.06% | — | -35,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gallo Partners, LP | History | Closed out | 0 | 0 | — | 1.96% | — | -34,217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.59% | — | -31,372 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Oliver Luxxe Assets LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -26,215 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -12,483 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Freemont Management S.A. | History | Closed out | 0 | 0 | — | 0.45% | — | -11,800 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,842 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fractal Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,702 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Huntleigh Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,469 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 0.17% | — | -5,539 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Ausbil Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -5,046 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,729 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,729 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Bragg Financial Advisors, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,596 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,865 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,818 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,673 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,493 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,944 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,842 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,736 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,652 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,626 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,561 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -436 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.01% | — | -340 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -226 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -183 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreFirst Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -16 | -80.0% | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Clearstead Trust, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -10 | -62.5% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Financial Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Asset Dedication, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 26, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 7 | 0 | — | — | — | -3 | -30.0% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DecisionPoint Financial, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WPG Advisers, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |