KITE REALTY GROUP TRUST - KRG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 32,722,581 | 784,360 | 0.01% | 0.01% | 1 | +90,871 | 0.28% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 30,499,607 | 731,075 | 0.01% | 0.01% | 2 | -1,116,755 | -3.53% | Q4 2025 | Jan 29, 2026 |
| COHEN & STEERS, INC. | History | Added to | 26,315,631 | 630,805 | 1.14% | 0.84% | 3 | +5,486,116 | 26.34% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 12,218,529 | 292,878 | 0.01% | 0.01% | 4 | -284,237 | -2.27% | Q4 2025 | Feb 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 8,236,790 | 197,435 | 1.95% | 1.82% | 5 | +105,830 | 1.3% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 7,229,883 | 173,300 | 0.59% | 0.58% | 6 | -459,593 | -5.98% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 6,770,110 | 162,279 | 0.24% | — | 7 | +6,770,110 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,726,351 | 161,230 | 0.01% | 0.01% | 8 | -4,242,067 | -38.68% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,033,552 | 144,624 | 0.01% | 0.01% | 9 | -334,577 | -5.25% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 5,880,604 | 140,976 | 0.01% | 0.01% | 10 | -54,310 | -0.92% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,812,897 | 91,395 | 0.01% | 0.01% | 11 | +93,580 | 2.52% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,190,177 | 76,469 | 0.02% | 0.02% | 12 | -85,791 | -2.62% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,101,013 | 74,331 | 0.01% | 0.01% | 13 | -203,815 | -6.17% | Q4 2025 | Feb 17, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | Added to | 3,080,378 | 73,836 | 2.96% | 2.47% | 14 | +265,188 | 9.42% | Q4 2025 | Feb 10, 2026 |
| NORGES BANK | History | New | 2,580,852 | 61,863 | 0.01% | — | 15 | +2,580,852 | New | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,223,236 | 53,290 | 0.01% | 0.01% | 16 | +277,900 | 14.29% | Q4 2025 | Mar 25, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 2,135,421 | 51,186 | 0.03% | 0.03% | 17 | +124,864 | 6.21% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,116,643 | 50,735 | 0.01% | 0.01% | 18 | +634,727 | 42.83% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,897,751 | 45,489 | 0.01% | 0.01% | 19 | -169,352 | -8.19% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,761,828 | 41,366 | 0.01% | 0.0% | 20 | +993,086 | 129.18% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,719,375 | 41,213 | 0.01% | 0.0% | 21 | +1,397,837 | 434.73% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,689,055 | 40,486 | 0.01% | 0.01% | 22 | -51,108 | -2.94% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 1,600,762 | 38,370 | 0.0% | 0.0% | 23 | +118,237 | 7.98% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 1,555,883 | 37,294 | 0.01% | 0.01% | 24 | +287,536 | 22.67% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,476,935 | 35,402 | 0.03% | 0.03% | 25 | +105,308 | 7.68% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 1,447,166 | 34,688 | 0.01% | 0.01% | 26 | -402,803 | -21.77% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 1,436,514 | 34,433 | 0.01% | 0.01% | 27 | +119,483 | 9.07% | Q4 2025 | Feb 09, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,284,604 | 30,791 | 0.09% | 0.08% | 28 | -132,482 | -9.35% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 1,227,885 | 29,432 | 0.0% | 0.0% | 29 | +584,972 | 90.99% | Q4 2025 | Feb 17, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 1,162,961 | 27,876 | 2.8% | 2.59% | 30 | -20,410 | -1.72% | Q4 2025 | Feb 17, 2026 |
| TOWN LANE MANAGEMENT LP | History | New | 1,062,404 | 25,465 | 24.16% | — | 31 | +1,062,404 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,030,201 | 24,694 | 0.03% | 0.03% | 32 | -60,922 | -5.58% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 962,606 | 23,073 | 0.0% | 0.0% | 33 | +261,630 | 37.32% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 944,000 | 22,628 | 0.05% | 0.05% | 34 | -6,200 | -0.65% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Added to | 933,097 | 22,366 | 0.0% | 0.0% | 35 | +30,629 | 3.39% | Q4 2025 | Feb 19, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 911,766 | 21,855 | 0.52% | 0.49% | 36 | +9,421 | 1.04% | Q4 2025 | Feb 09, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 829,404 | 19,880 | 0.42% | 0.38% | 37 | +53,490 | 6.89% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 773,171 | 18,532 | 0.02% | 0.0% | 38 | +592,960 | 329.04% | Q4 2025 | Feb 13, 2026 |
| Apollo Management Holdings, L.P. | History | New | 768,330 | 18,416 | 0.15% | — | 39 | +768,330 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 766,758 | 18,379 | 0.07% | 0.08% | 40 | -231,500 | -23.19% | Q4 2025 | Feb 02, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 721,024 | 17,282 | 0.52% | 0.65% | 41 | -243,976 | -25.28% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 709,708 | 17,011 | 0.01% | 0.01% | 42 | -60,726 | -7.88% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 635,168 | 15,227 | 0.01% | 0.01% | 43 | +146,264 | 29.92% | Q4 2025 | Mar 20, 2026 |
| H/2 CREDIT MANAGER LP | History | No change | 560,000 | 13,423 | 2.94% | 3.1% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 513,300 | 12,303 | 0.94% | 1.08% | 45 | -139,000 | -21.31% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 477,884 | 11,451 | 0.02% | 0.02% | 46 | -41,391 | -7.97% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 469,034 | 11,242 | 0.01% | 0.01% | 47 | -26,586 | -5.36% | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 463,037 | 11,098 | 0.0% | 0.0% | 48 | -18,904 | -3.92% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 450,456 | 10,797 | 0.01% | 0.01% | 49 | +24,609 | 5.78% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 433,497 | 10,390 | 0.01% | 0.01% | 50 | +7,300 | 1.71% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 433,086 | 10,381 | 0.01% | 0.01% | 51 | -127,700 | -22.77% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 431,075 | 10,332 | 0.02% | 0.01% | 52 | +63,959 | 17.42% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 380,170 | 9,119 | 0.0% | 0.0% | 53 | -57,029 | -13.04% | Q4 2025 | Feb 18, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 380,019 | 9,109 | 0.01% | 0.01% | 54 | -368,459 | -49.23% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 367,818 | 8,816 | 0.0% | 0.0% | 55 | +76,824 | 26.4% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 365,777 | 8,767 | 0.05% | 0.03% | 56 | +182,350 | 99.41% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 365,031 | 8,750 | 0.02% | 0.02% | 57 | -20,801 | -5.39% | Q4 2025 | Jan 30, 2026 |
| ALGERT GLOBAL LLC | History | No change | 339,641 | 8,141 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 331,995 | 7,957 | 0.08% | 0.08% | 59 | -23,223 | -6.54% | Q4 2025 | Feb 10, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 330,000 | 7,910 | 0.01% | 0.01% | 60 | +20,000 | 6.45% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 326,780 | 7,832 | 0.02% | 0.02% | 61 | +6,620 | 2.07% | Q4 2025 | Feb 10, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 302,542 | 7,267 | 0.02% | 0.02% | 62 | -7,456 | -2.41% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 298,527 | 7,155 | 0.02% | 0.02% | 63 | -14,324 | -4.58% | Q4 2025 | Feb 17, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 283,673 | 6,799 | 3.23% | 3.07% | 64 | -8,478 | -2.9% | Q4 2025 | Feb 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 279,336 | 6,695 | 0.0% | 0.0% | 65 | +206,435 | 283.17% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 275,239 | 6,597 | 0.86% | 0.8% | 66 | -642 | -0.23% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 266,553 | 6,389 | 0.0% | 0.0% | 67 | -33,829 | -11.26% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 262,575 | 6,293 | 0.02% | 0.02% | 68 | -278 | -0.11% | Q4 2025 | Jan 30, 2026 |
| Retirement Systems of Alabama | History | Reduced | 259,842 | 6,228 | 0.02% | 0.02% | 69 | -5,978 | -2.25% | Q4 2025 | Jan 15, 2026 |
| CITIGROUP INC | History | Added to | 248,447 | 5,955 | 0.0% | 0.0% | 70 | +75,923 | 44.01% | Q4 2025 | Feb 13, 2026 |
| Candriam S.C.A. | History | Added to | 244,623 | 5,863 | 0.03% | 0.01% | 71 | +151,992 | 164.08% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 244,381 | 5,857 | 0.01% | 0.02% | 72 | -561,460 | -69.67% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 244,336 | 5,856 | 0.18% | 0.43% | 73 | -219,230 | -47.29% | Q4 2025 | Feb 17, 2026 |
| Argosy-Lionbridge Management, LLC | History | Reduced | 235,000 | 5,697 | 3.6% | 3.49% | 74 | -2,800 | -1.18% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 235,873 | 5,654 | 0.01% | 0.0% | 75 | +209,181 | 783.68% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 228,700 | 5,481 | 0.0% | 0.0% | 76 | -295,471 | -56.37% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 228,154 | 5,468 | 0.03% | 0.07% | 77 | -456,865 | -66.69% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 215,180 | 5,157 | 0.0% | — | 78 | +215,180 | New | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 212,065 | 5,083 | 0.02% | 0.19% | 79 | -7,196,379 | -97.14% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 210,559 | 5,047 | 0.01% | 0.01% | 80 | -252 | -0.12% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 209,521 | 5,022 | 0.01% | 0.0% | 81 | +6,379 | 3.14% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 209,236 | 5,015 | 0.01% | 0.02% | 82 | -578,748 | -73.45% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 208,889 | 5,008 | 0.0% | 0.0% | 83 | +5,618 | 2.76% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 208,658 | 5,001 | 0.01% | 0.01% | 84 | +22,404 | 12.03% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 183,620 | 4,401 | 0.04% | 0.03% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 178,939 | 4,289 | 0.0% | 0.0% | 86 | +46,231 | 34.84% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 175,387 | 4,204 | 0.0% | 0.0% | 87 | +91,313 | 108.61% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 170,677 | 4,063 | 0.0% | 0.0% | 88 | +4,011 | 2.41% | Q4 2025 | Feb 03, 2026 |
| F/m Investments LLC | History | Reduced | 154,929 | 3,713 | 0.14% | 0.14% | 89 | -10,970 | -6.61% | Q4 2025 | Feb 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 153,344 | 3,675 | 0.01% | 0.01% | 90 | +4,675 | 3.14% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 146,900 | 3,521 | 0.0% | 0.0% | 91 | +7,687 | 5.52% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 142,721 | 3,421 | 0.19% | 0.09% | 92 | +79,791 | 126.79% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 140,771 | 3,372 | 0.04% | 0.03% | 93 | -2,558 | -1.78% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 124,602 | 2,986 | 0.02% | 0.01% | 94 | -3,542 | -2.76% | Q4 2025 | Feb 10, 2026 |
| Amundi | History | Added to | 119,277 | 2,859 | 0.0% | 0.0% | 95 | +7,544 | 6.75% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 115,310 | 2,763 | 0.02% | — | 96 | +115,310 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 108,878 | 2,609 | 0.0% | 0.0% | 97 | -10,814 | -9.03% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 107,931 | 2,535 | 0.01% | 0.01% | 98 | -4,623 | -4.11% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 105,372 | 2,525 | 0.0% | 0.0% | 99 | -4,577 | -4.16% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 102,736 | 2,462 | 0.01% | 0.01% | 100 | -21,640 | -17.4% | Q4 2025 | Jan 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 102,130 | 2,448 | 0.02% | 0.02% | 101 | +14,997 | 17.21% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Added to | 102,033 | 2,446 | 0.01% | 0.0% | 102 | +37,500 | 58.11% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 101,042 | 2,421 | 0.0% | 0.0% | 103 | -1,627 | -1.58% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 99,225 | 2,377 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 96,320 | 2,308 | 0.04% | 0.03% | 105 | -7,229 | -6.98% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 95,144 | 2,280 | 0.06% | 0.13% | 106 | -16,655 | -14.9% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 91,204 | 2,186 | 0.02% | 0.02% | 107 | -5,306 | -5.5% | Q4 2025 | Feb 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 90,882 | 2,182 | 0.01% | 0.01% | 108 | -6,173 | -6.36% | Q4 2025 | Feb 06, 2026 |
| Anson Funds Management LP | History | Added to | 90,570 | 2,170 | 0.2% | 0.18% | 109 | +570 | 0.63% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 86,496 | 2,073 | 0.0% | 0.0% | 110 | +110 | 0.13% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 84,500 | 2,025 | 0.15% | 0.16% | 111 | -7,398 | -8.05% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 83,997 | 2,013 | 0.02% | 0.03% | 112 | -112,038 | -57.15% | Q4 2025 | Feb 02, 2026 |
| Aberdeen Group plc | History | Added to | 83,260 | 1,995 | 0.0% | 0.0% | 113 | +3,508 | 4.4% | Q4 2025 | Jan 16, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 82,440 | 1,976 | 0.01% | 0.01% | 114 | +2,630 | 3.3% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 82,396 | 1,975 | 0.0% | 0.0% | 115 | +31,487 | 61.85% | Q4 2025 | Feb 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 78,862 | 1,890 | 0.01% | 0.01% | 116 | +17,568 | 28.66% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 76,994 | 1,845 | 0.0% | 0.0% | 117 | +4,553 | 6.29% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 72,902 | 1,747 | 0.01% | 0.03% | 118 | -279,522 | -79.31% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 69,221 | 1,659 | 0.0% | 0.0% | 119 | +13,105 | 23.35% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 69,198 | 1,656 | 0.0% | 0.0% | 120 | +1,905 | 2.83% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,085 | 1,655 | 0.0% | 0.0% | 121 | -5,465 | -7.33% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 68,641 | 1,645 | 0.0% | 0.0% | 122 | -1,582 | -2.25% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,078 | 1,631 | 0.0% | 0.0% | 123 | +47,905 | 237.47% | Q4 2025 | Feb 17, 2026 |
| Presima Securities ULC | History | Added to | 67,855 | 1,626 | 0.94% | 0.41% | 124 | +1,526 | 2.3% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 66,114 | 1,585 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 67,141 | 1,581 | 0.02% | 0.02% | 126 | -1,744 | -2.53% | Q4 2025 | Jan 21, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 63,754 | 1,528 | 0.1% | 0.07% | 127 | +12,007 | 23.2% | Q4 2025 | Feb 13, 2026 |
| Pensionfund PDN | History | No change | 63,500 | 1,522 | 1.0% | 0.92% | 128 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 63,238 | 1,516 | 0.02% | 0.02% | 129 | +15,227 | 31.72% | Q4 2025 | Feb 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 62,179 | 1,490 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 61,056 | 1,463 | 0.01% | 0.01% | 131 | -3,989 | -6.13% | Q4 2025 | Jan 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 60,195 | 1,442 | 0.02% | 0.01% | 132 | +43,502 | 260.6% | Q4 2025 | Feb 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 59,900 | 1,435 | 0.02% | 0.02% | 133 | -1,300 | -2.12% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 59,533 | 1,427 | 0.0% | 0.0% | 134 | -1,032 | -1.7% | Q4 2025 | Feb 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 59,135 | 1,417 | 0.04% | — | 135 | +59,135 | New | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 58,566 | 1,403 | 0.01% | 0.01% | 136 | -4,150 | -6.62% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 58,151 | 1,394 | 0.0% | 0.0% | 137 | +4,393 | 8.17% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 57,348 | 1,374 | 0.04% | 0.04% | 138 | -2,328 | -3.9% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 56,579 | 1,357 | 0.0% | — | 139 | +56,579 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 54,895 | 1,315 | 0.0% | 0.0% | 140 | +2,633 | 5.04% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 54,600 | 1,308 | 0.01% | 0.01% | 141 | -16,768 | -23.5% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 54,190 | 1,298 | 0.0% | 0.0% | 142 | +1,980 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 51,635 | 1,237 | 0.01% | 0.01% | 143 | +3,255 | 6.73% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 51,927 | 1,235 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Metis Global Partners, LLC | History | Added to | 51,214 | 1,227 | 0.03% | 0.03% | 146 | +1,656 | 3.34% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 51,195 | 1,227 | 0.01% | 0.01% | 145 | -1,200 | -2.29% | Q4 2025 | Jan 29, 2026 |
| Pettee Investors, Inc. | History | No change | 50,510 | 1,210 | 0.68% | 0.62% | 147 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 49,348 | 1,182 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ProShare Advisors LLC | History | Added to | 48,466 | 1,161 | 0.0% | 0.0% | 149 | +1,326 | 2.81% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 48,440 | 1,161 | 0.01% | 0.02% | 150 | -565 | -1.15% | Q4 2025 | Feb 05, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 47,058 | 1,127 | 0.02% | 0.07% | 151 | -81,665 | -63.44% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 46,795 | 1,121 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 46,635 | 1,117 | 0.07% | 0.07% | 153 | +138 | 0.3% | Q4 2025 | Jan 16, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 46,188 | 1,107 | 0.0% | 0.0% | 154 | -35,149 | -43.21% | Q4 2025 | Feb 17, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 45,053 | 1,079 | 0.01% | 0.01% | 155 | -16,700 | -27.04% | Q4 2025 | Feb 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 44,800 | 1,074 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 43,974 | 1,054 | 0.03% | 0.03% | 157 | +3,664 | 9.09% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 43,018 | 1,031 | 0.01% | 0.01% | 158 | -1,300 | -2.93% | Q4 2025 | Feb 04, 2026 |
| Vert Asset Management LLC | History | New | 41,869 | 1,003 | 0.33% | — | 159 | +41,869 | New | Q4 2025 | Jan 27, 2026 |
| ALLSTATE CORP | History | Added to | 41,616 | 997 | 0.01% | 0.01% | 160 | +26,519 | 175.66% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 39,469 | 945 | 0.0% | 0.0% | 161 | +1,031 | 2.68% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 38,361 | 919 | 0.0% | 0.0% | 162 | -257 | -0.67% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 38,259 | 917 | 0.0% | 0.0% | 163 | -1,484 | -3.73% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 37,277 | 893 | 0.0% | 0.0% | 164 | +9,829 | 35.81% | Q4 2025 | Feb 11, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 37,048 | 888 | 0.04% | 0.04% | 165 | -9,172 | -19.84% | Q4 2025 | Feb 09, 2026 |
| M&T BANK CORP | History | Added to | 36,546 | 876 | 0.0% | 0.0% | 166 | +22,647 | 162.94% | Q4 2025 | Jan 30, 2026 |
| Vanderbilt University | History | Reduced | 35,821 | 858 | 0.15% | 0.15% | 167 | -3,664 | -9.28% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 35,229 | 844 | 0.0% | 0.0% | 168 | +4,537 | 14.78% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | Reduced | 35,091 | 841 | 0.01% | 0.01% | 169 | -511 | -1.44% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 34,912 | 837 | 0.0% | 0.0% | 170 | -102,279 | -74.55% | Q4 2025 | Feb 10, 2026 |
| Versor Investments LP | History | Reduced | 34,212 | 820 | 0.13% | 0.3% | 171 | -38,400 | -52.88% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,124 | 817 | 0.0% | 0.0% | 172 | -2,847 | -7.7% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 34,016 | 815 | 0.01% | 0.01% | 173 | +11,554 | 51.44% | Q4 2025 | Feb 02, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 33,629 | 806 | 0.0% | 0.0% | 174 | +2,187 | 6.96% | Q4 2025 | Jan 29, 2026 |
| TCTC Holdings, LLC | History | No change | 33,195 | 795 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,881 | 788 | 0.0% | 0.0% | 176 | +10,627 | 47.75% | Q4 2025 | Feb 05, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 32,816 | 786 | 0.0% | 0.0% | 177 | -862 | -2.56% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 32,738 | 784 | 0.01% | 0.01% | 178 | -20,384 | -38.37% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 31,483 | 754 | 0.0% | 0.0% | 179 | -41,130 | -56.64% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Reduced | 30,898 | 740 | 0.03% | 0.04% | 180 | -2,965 | -8.76% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 30,013 | 719 | 0.0% | 0.0% | 181 | +7,058 | 30.75% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 29,710 | 712 | 0.0% | 0.0% | 182 | +2,947 | 11.01% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 29,645 | 710 | 0.0% | — | 183 | +29,645 | New | Q4 2025 | Feb 13, 2026 |
| Pensionfund Sabic | History | No change | 29,400 | 705 | 0.19% | 0.18% | 184 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 28,664 | 687 | 0.02% | 0.02% | 185 | -67 | -0.23% | Q4 2025 | Jan 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 28,275 | 677 | 0.0% | 0.01% | 186 | -153,065 | -84.41% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 27,505 | 659 | 0.0% | 0.01% | 187 | -4,704 | -14.6% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,832 | 643 | 0.0% | 0.0% | 188 | +2,832 | 11.8% | Q4 2025 | Feb 02, 2026 |
| Brooklyn Investment Group | History | New | 26,281 | 631 | 0.03% | — | 189 | +26,281 | New | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 25,890 | 620 | 0.0% | 0.0% | 190 | -19,345 | -42.77% | Q4 2025 | Feb 24, 2026 |
| VARCOV Co. | History | New | 25,107 | 601 | 0.24% | — | 191 | +25,107 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 24,581 | 589 | 0.0% | 0.0% | 192 | +2,651 | 12.09% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 24,340 | 583 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 24,157 | 579 | 0.06% | 0.06% | 194 | +1,008 | 4.35% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 24,188 | 579 | 0.14% | 0.13% | 195 | +419 | 1.76% | Q4 2025 | Jan 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 23,888 | 572 | 0.03% | — | 196 | +23,888 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 22,406 | 537 | 0.0% | 0.0% | 197 | -17 | -0.08% | Q4 2025 | Jan 26, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 22,369 | 536 | 0.03% | 0.03% | 198 | +60 | 0.27% | Q4 2025 | Jan 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 21,465 | 514 | 0.06% | 0.05% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 20,634 | 494 | 0.0% | — | 200 | +20,634 | New | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 19,819 | 475 | 0.0% | 0.0% | 201 | +91 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 19,504 | 467 | 0.04% | 0.04% | 202 | -846 | -4.16% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 19,168 | 459 | 0.09% | 0.1% | 203 | -3,140 | -14.08% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 18,678 | 447 | 0.0% | 0.0% | 204 | -549 | -2.86% | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Added to | 18,207 | 436 | 0.02% | 0.01% | 205 | +7,843 | 75.68% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 17,636 | 422 | 0.0% | 0.0% | 206 | +499 | 2.91% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 17,449 | 418 | 0.0% | 0.0% | 207 | +4,974 | 39.87% | Q4 2025 | Feb 03, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | New | 17,372 | 416 | 0.03% | — | 209 | +17,372 | New | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 17,384 | 416 | 0.0% | 0.0% | 210 | +3,528 | 25.46% | Q4 2025 | Feb 12, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 17,367 | 416 | 0.0% | 0.0% | 208 | -1,195 | -6.44% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,926 | 405 | 0.0% | 0.0% | 211 | +488 | 2.97% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 16,667 | 399 | 0.0% | 0.01% | 212 | -1,391 | -7.7% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Reduced | 16,537 | 398 | 0.01% | 0.01% | 213 | -5,533 | -25.07% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,221 | 388 | 0.0% | 0.0% | 214 | -794 | -4.67% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 16,099 | 385 | 0.0% | — | 215 | +16,099 | New | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 16,131 | 384 | 0.0% | — | 216 | +16,131 | New | Q4 2025 | Jan 30, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 15,778 | 378 | 0.01% | 0.01% | 217 | -688 | -4.18% | Q4 2025 | Feb 04, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 15,619 | 375 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 15,462 | 370 | 0.01% | 0.01% | 219 | -346 | -2.19% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,296 | 366 | 0.0% | 0.0% | 220 | +410 | 2.75% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 15,088 | 362 | 0.0% | 0.0% | 221 | -101 | -0.66% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 14,899 | 357 | 0.0% | 0.0% | 222 | +1,603 | 12.06% | Q4 2025 | Mar 09, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 14,855 | 356 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,607 | 350 | 0.01% | 0.01% | 224 | +18 | 0.12% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 14,401 | 345 | 0.0% | — | 225 | +14,401 | New | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 14,379 | 344 | 0.0% | 0.0% | 226 | +14 | 0.1% | Q4 2025 | Jan 30, 2026 |
| Wealthstar Advisors, LLC | History | No change | 13,986 | 335 | 0.15% | 0.12% | 227 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Abel Hall, LLC | History | Added to | 13,973 | 334 | 0.08% | 0.09% | 228 | +3,439 | 32.65% | Q4 2025 | Feb 17, 2026 |
| CFO4Life Group, LLC | History | Added to | 13,542 | 324 | 0.05% | 0.04% | 229 | +163 | 1.22% | Q4 2025 | Feb 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 13,260 | 317 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,655 | 303 | 0.01% | 0.01% | 231 | +2,699 | 27.11% | Q4 2025 | Jan 27, 2026 |
| Weaver Consulting Group | History | Reduced | 12,275 | 294 | 0.07% | 0.08% | 232 | -1,405 | -10.27% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 11,904 | 285 | 0.0% | 0.0% | 233 | -3,139 | -20.87% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,795 | 282 | 0.0% | 0.0% | 234 | +772 | 7.0% | Q4 2025 | Jan 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,681 | 279 | 0.0% | — | 235 | +11,681 | New | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,622 | 278 | 0.0% | 0.0% | 236 | +377 | 3.35% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 11,203 | 268 | 0.0% | 0.0% | 237 | -21,750 | -66.0% | Q4 2025 | Feb 12, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 11,077 | 265 | 0.0% | 0.1% | 238 | -341,664 | -96.86% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | New | 11,091 | 265 | 0.0% | — | 239 | +11,091 | New | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 10,911 | 261 | 0.0% | 0.0% | 240 | -1,951 | -15.17% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 10,814 | 259 | 0.01% | 0.01% | 241 | -3,906 | -26.54% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 10,710 | 256 | 0.0% | 0.0% | 242 | +1,242 | 13.12% | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 10,667 | 255 | 0.09% | 0.1% | 243 | -2,985 | -21.86% | Q4 2025 | Jan 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 10,408 | 249 | 0.0% | 0.0% | 244 | +13 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Advisory Resource Group | History | No change | 10,144 | 243 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 9,975 | 239 | 0.0% | — | 246 | +9,975 | New | Q4 2025 | Feb 04, 2026 |
| Norinchukin Bank, The | History | Reduced | 9,913 | 237 | 0.0% | 0.0% | 247 | -493 | -4.74% | Q4 2025 | Feb 17, 2026 |
| CONNABLE OFFICE INC | History | No change | 9,750 | 233 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 9,366 | 224 | 0.05% | 0.05% | 249 | -346 | -3.56% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,344 | 223 | 0.0% | 0.0% | 250 | -1,055 | -10.15% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,275 | 222 | 0.0% | 0.0% | 251 | -120 | -1.28% | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,199 | 220 | 0.0% | 0.0% | 252 | -395 | -4.12% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | New | 8,777 | 210 | 0.0% | — | 253 | +8,777 | New | Q4 2025 | Feb 02, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 8,666 | 207 | 0.01% | 0.01% | 254 | +859 | 11.0% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,622 | 206 | 0.01% | 0.01% | 255 | -464 | -5.11% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 7,074 | 169 | 0.01% | 0.01% | 256 | +1,055 | 17.53% | Q4 2025 | Jan 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 7,012 | 168 | 0.0% | 0.0% | 258 | -72,335 | -91.16% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 7,029 | 168 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 6,800 | 162 | 0.04% | 0.05% | 259 | -1,020 | -13.04% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,436 | 154 | 0.0% | 0.0% | 260 | +1,686 | 35.49% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 6,426 | 153 | 0.0% | 0.0% | 261 | +1,610 | 33.43% | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | Reduced | 6,000 | 143 | 0.01% | 0.02% | 262 | -13,385 | -69.05% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Added to | 5,343 | 128 | 0.07% | 0.01% | 263 | +4,826 | 933.46% | Q4 2025 | Feb 06, 2026 |
| EMC Capital Management | History | Reduced | 5,237 | 126 | 0.06% | 0.06% | 264 | -924 | -15.0% | Q4 2025 | Mar 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 4,979 | 119 | 0.02% | 0.02% | 265 | +54 | 1.1% | Q4 2025 | Jan 20, 2026 |
| FIL Ltd | History | Reduced | 4,300 | 103 | 0.0% | 0.0% | 266 | -2,962 | -40.79% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,310 | 103 | 0.0% | 0.0% | 267 | -40 | -0.92% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 4,133 | 99 | 0.0% | 0.0% | 268 | -121 | -2.84% | Q4 2025 | Jan 26, 2026 |
| DAGCO, INC. | History | No change | 4,111 | 98 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,761 | 90 | 0.0% | 0.0% | 270 | +254 | 7.24% | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 3,643 | 87 | 0.0% | 0.0% | 271 | -56 | -1.51% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,457 | 82 | 0.0% | 0.0% | 272 | +2,547 | 279.89% | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | No change | 3,395 | 81 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,273 | 78 | 0.0% | 0.0% | 274 | +2,861 | 694.42% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,222 | 77 | 0.01% | 0.01% | 275 | +137 | 4.44% | Q4 2025 | Jan 08, 2026 |
| Advocate Investing Services LLC | History | New | 3,000 | 71 | 0.06% | — | 276 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,884 | 69 | 0.0% | 0.0% | 277 | +2,051 | 246.22% | Q4 2025 | Mar 16, 2026 |
| SageView Advisory Group, LLC | History | New | 2,731 | 65 | 0.0% | — | 279 | +2,731 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 2,724 | 65 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 2,751 | 65 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,601 | 62 | 0.0% | 0.0% | 281 | -61 | -2.29% | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | Added to | 2,519 | 60 | 0.0% | 0.0% | 282 | +7 | 0.28% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 2,176 | 52 | 0.0% | 0.0% | 284 | +101 | 4.87% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 2,200 | 52 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | Added to | 2,100 | 50 | 0.0% | 0.0% | 285 | +758 | 56.48% | Q4 2025 | Jan 27, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 2,073 | 49 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,886 | 45 | 0.0% | 0.0% | 287 | -149 | -7.32% | Q4 2025 | Feb 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,814 | 43 | 0.01% | 0.01% | 288 | +22 | 1.23% | Q4 2025 | Feb 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,793 | 42 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,748 | 41 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Founders Capital Management | History | No change | 1,600 | 38 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Quantbot Technologies LP | History | New | 1,525 | 36 | 0.0% | — | 292 | +1,525 | New | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,537 | 36 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | No change | 1,423 | 34 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,283 | 31 | 0.0% | 0.0% | 296 | -22 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,308 | 31 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,284 | 30 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | No change | 1,182 | 28 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,115 | 27 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,125 | 26 | 0.0% | 0.0% | 300 | +726 | 181.95% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,052 | 25 | 0.0% | 0.0% | 301 | -8,519 | -89.01% | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,127 | 24 | 0.0% | — | 303 | +1,127 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,015 | 24 | 0.0% | 0.0% | 302 | +691 | 213.27% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | No change | 1,035 | 24 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 912 | 21 | 0.0% | 0.0% | 305 | +11 | 1.22% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 875 | 20 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 820 | 19 | 0.0% | 0.0% | 307 | +245 | 42.61% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 732 | 18 | 0.0% | 0.0% | 309 | +9 | 1.24% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 765 | 18 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 722 | 17 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | Reduced | 632 | 15 | 0.0% | 0.0% | 312 | -962 | -60.35% | Q4 2025 | Feb 17, 2026 |
| Stephens Consulting, LLC | History | New | 644 | 15 | 0.0% | — | 313 | +644 | New | Q4 2025 | Jan 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 667 | 15 | 0.0% | 0.0% | 311 | +29 | 4.55% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 621 | 14 | 0.0% | — | 314 | +621 | New | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 602 | 14 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 583 | 13 | 0.0% | 0.0% | 316 | +65 | 12.55% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 522 | 12 | 0.0% | 0.0% | 317 | +5 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | New | 498 | 11 | 0.01% | — | 320 | +498 | New | Q4 2025 | Feb 02, 2026 |
| Rossby Financial, LCC | History | New | 476 | 11 | 0.0% | — | 321 | +476 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 463 | 11 | 0.0% | — | 319 | +463 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 474 | 11 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 422 | 10 | 0.0% | 0.0% | 322 | +212 | 100.95% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 422 | 10 | 0.0% | 0.0% | 323 | +75 | 21.61% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 389 | 9 | 0.0% | 0.0% | 324 | +181 | 87.02% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 336 | 8 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 308 | 7 | 0.0% | 0.0% | 328 | +55 | 21.74% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 326 | 7 | 0.0% | 0.0% | 327 | -51 | -13.53% | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 324 | 7 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | No change | 249 | 6 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 254 | 6 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 266 | 6 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 214 | 5 | 0.0% | 0.0% | 334 | -1,104 | -83.76% | Q4 2025 | Feb 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 216 | 5 | 0.0% | — | 332 | +216 | New | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | Added to | 223 | 5 | 0.0% | 0.0% | 333 | +14 | 6.7% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 190 | 4 | 0.0% | 0.0% | 335 | +10 | 5.56% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 209 | 4 | 0.0% | 0.0% | 338 | -9 | -4.13% | Q4 2025 | Feb 02, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 181 | 4 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 202 | 4 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 165 | 3 | 0.0% | 0.0% | 339 | -42 | -20.29% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 134 | 3 | 0.0% | 0.0% | 340 | +11 | 8.94% | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | No change | 156 | 3 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ares Financial Consulting, LLC | History | New | 122 | 2 | 0.0% | — | 345 | +122 | New | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 102 | 2 | 0.0% | — | 342 | +102 | New | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 95 | 2 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 114 | 2 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 63 | 1 | 0.0% | — | 348 | +63 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone Financial Management LLC | History | New | 60 | 1 | 0.0% | — | 353 | +60 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 69 | 1 | 0.0% | 0.0% | 350 | -50 | -42.02% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 48 | 1 | 0.0% | — | 352 | +48 | New | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | Added to | 74 | 1 | 0.0% | 0.0% | 351 | +1 | 1.37% | Q4 2025 | Jan 21, 2026 |
| ALERUS FINANCIAL NA | History | No change | 62 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 65 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Closed out | 0 | 0 | — | 2.15% | — | -1,412,826 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.16% | — | -953,901 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AEW CAPITAL MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.51% | — | -407,520 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -44,153 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -33,414 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -29,710 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -28,323 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.61% | — | -25,250 | -100.0% | Q3 2025 | Dec 09, 2025 |
| LDR Capital Management LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -23,047 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.21% | — | -19,862 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,223 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,614 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,693 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hazelview Securities Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,308 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -4,223 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,022 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -819 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -686 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 18, 2025 |
| North Star Investment Management Corp. | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dunhill Financial, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 23, 2026 |
| Avion Wealth | History | Reduced | 22 | 0 | — | — | — | -1 | -4.35% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |