Kennedy-Wilson Holdings, Inc. - KW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 21,300,662 | 205,977 | 0.0% | 0.0% | 1 | -65,439 | -0.31% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 15,872,098 | 153,483 | 0.0% | 0.0% | 2 | -341,845 | -2.11% | Q4 2025 | Jan 29, 2026 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | History | No change | 13,322,009 | 128,823 | 6.18% | 5.37% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 5,985,033 | 58,585 | 0.0% | 0.0% | 4 | -76,522 | -1.26% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,724,378 | 45,685 | 0.01% | 0.01% | 5 | +131,145 | 2.86% | Q4 2025 | Feb 12, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Reduced | 4,234,500 | 40,947 | 25.86% | 23.94% | 6 | -6,000 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | Added to | 4,100,322 | 39,650 | 0.23% | 0.17% | 7 | +1,255,245 | 44.12% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,125,167 | 30,224 | 0.0% | 0.0% | 8 | +33,798 | 1.09% | Q4 2025 | Feb 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 2,796,049 | 27,291 | 0.03% | 0.04% | 9 | -1,642,863 | -37.01% | Q4 2025 | Feb 18, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,765,866 | 26,745 | 0.47% | 0.38% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,725,276 | 26,353 | 0.05% | 0.04% | 11 | +140,351 | 5.43% | Q4 2025 | Mar 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,048,334 | 19,807 | 0.0% | 0.0% | 12 | -15,417 | -0.75% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,694,064 | 16,381 | 0.0% | 0.0% | 13 | +93,248 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 1,508,064 | 14,582 | 0.0% | 0.0% | 14 | -449,399 | -22.96% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 1,430,379 | 13,831 | 0.14% | 0.21% | 15 | -1,098,237 | -43.43% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,372,249 | 13,269 | 0.0% | 0.0% | 16 | -148,159 | -9.74% | Q4 2025 | Feb 17, 2026 |
| Vision Capital Corp | History | New | 1,309,261 | 12,660 | 5.57% | — | 17 | +1,309,261 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,265,695 | 12,239 | 0.0% | 0.0% | 18 | +87,079 | 7.39% | Q4 2025 | Mar 25, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 1,244,907 | 12,038 | 3.01% | 3.15% | 19 | -184,453 | -12.9% | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,174,901 | 11,501 | 0.26% | 0.26% | 20 | -113,573 | -8.81% | Q4 2025 | Jan 27, 2026 |
| LMR Partners LLP | History | New | 1,140,275 | 11,026 | 0.02% | — | 21 | +1,140,275 | New | Q4 2025 | Feb 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 894,821 | 8,652 | 1.98% | 2.03% | 22 | -79,513 | -8.16% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 855,873 | 8,276 | 0.0% | 0.0% | 23 | -59,525 | -6.5% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 823,971 | 7,967 | 0.0% | 0.0% | 24 | -27,685 | -3.25% | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 734,100 | 7,098 | 0.05% | — | 25 | +734,100 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 731,010 | 7,068 | 0.0% | 0.0% | 26 | -452,177 | -38.22% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Added to | 720,381 | 6,966 | 0.0% | 0.0% | 27 | +40,398 | 5.94% | Q4 2025 | Feb 09, 2026 |
| SPROTT INC. | History | Reduced | 700,700 | 6,775 | 0.23% | 0.25% | 28 | -150,000 | -17.63% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 648,165 | 6,267 | 0.01% | 0.0% | 29 | +72,296 | 12.55% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 595,587 | 5,759 | 0.0% | 0.0% | 30 | -66,223 | -10.01% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 571,854 | 5,529 | 0.0% | 0.0% | 31 | -7,518 | -1.3% | Q4 2025 | Feb 02, 2026 |
| Verition Fund Management LLC | History | Added to | 500,927 | 4,843 | 0.02% | 0.0% | 32 | +391,738 | 358.77% | Q4 2025 | Feb 13, 2026 |
| Old West Investment Management, LLC | History | Reduced | 500,000 | 4,835 | 0.86% | 1.67% | 33 | -377,380 | -43.01% | Q4 2025 | Feb 17, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 468,476 | 4,530 | 0.07% | 0.03% | 34 | +282,887 | 152.43% | Q4 2025 | Feb 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 442,428 | 4,278 | 0.01% | 0.01% | 35 | -25,575 | -5.46% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 425,757 | 4,117 | 0.0% | 0.0% | 36 | -964,852 | -69.38% | Q4 2025 | Jan 29, 2026 |
| Boussard & Gavaudan Investment Management LLP | History | New | 365,279 | 3,572 | 0.27% | — | 37 | +365,279 | New | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 345,884 | 3,344 | 0.0% | 0.0% | 38 | -16,676 | -4.6% | Q4 2025 | Feb 13, 2026 |
| Rangeley Capital, LLC | History | New | 342,000 | 3,307 | 2.75% | — | 39 | +342,000 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 322,187 | 3,115 | 0.0% | 0.0% | 40 | -96,595 | -23.07% | Q4 2025 | Feb 18, 2026 |
| Beartown Capital Management, LLC | History | New | 300,000 | 2,901 | 2.1% | — | 41 | +300,000 | New | Q4 2025 | Feb 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 290,601 | 2,810 | 0.0% | 0.0% | 42 | -11,386 | -3.77% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Reduced | 274,803 | 2,657 | 0.17% | 0.21% | 43 | -132,049 | -32.46% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 268,403 | 2,595 | 0.0% | 0.0% | 44 | -50,324 | -15.79% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 245,335 | 2,375 | 0.0% | 0.0% | 45 | -21,632 | -8.1% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 236,000 | 2,282 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 227,757 | 2,202 | 0.01% | 0.01% | 47 | -38,126 | -14.34% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 219,501 | 2,122 | 0.0% | 0.0% | 48 | +69,070 | 45.91% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 217,568 | 2,103 | 0.0% | 0.0% | 49 | +4,600 | 2.16% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 214,904 | 2,077 | 0.0% | 0.0% | 50 | +20,614 | 10.61% | Q4 2025 | Mar 20, 2026 |
| CenterBook Partners LP | History | Added to | 214,629 | 2,075 | 0.1% | 0.03% | 51 | +150,065 | 232.43% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 201,427 | 1,947 | 0.0% | 0.0% | 52 | +1,867 | 0.94% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 184,997 | 1,788 | 0.0% | 0.0% | 53 | +70,961 | 62.23% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 175,263 | 1,694 | 0.0% | 0.0% | 54 | +990 | 0.57% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 161,944 | 1,565 | 0.0% | 0.0% | 55 | +1,586 | 0.99% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 158,287 | 1,530 | 0.0% | 0.0% | 56 | +35,544 | 28.96% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 154,800 | 1,497 | 0.0% | 0.0% | 57 | +57,100 | 58.44% | Q4 2025 | Jan 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 153,319 | 1,483 | 0.0% | 0.0% | 58 | +3,382 | 2.26% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 145,837 | 1,410 | 0.0% | 0.0% | 59 | -1,590 | -1.08% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 141,200 | 1,365 | 0.0% | 0.0% | 60 | -249,000 | -63.81% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 138,163 | 1,336 | 0.0% | 0.0% | 61 | +43,026 | 45.23% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 127,404 | 1,232 | 0.0% | 0.0% | 62 | +4,409 | 3.58% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 126,275 | 1,221 | 0.0% | 0.0% | 63 | -47,369 | -27.28% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 125,436 | 1,212 | 0.0% | 0.0% | 64 | +26,928 | 27.34% | Q4 2025 | Feb 11, 2026 |
| Advisors Preferred, LLC | History | New | 122,955 | 1,185 | 0.19% | — | 65 | +122,955 | New | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 122,028 | 1,180 | 0.0% | 0.0% | 66 | -340,322 | -73.61% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 121,949 | 1,179 | 0.0% | 0.0% | 67 | +20,012 | 19.63% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 102,203 | 988 | 0.0% | 0.0% | 68 | -87 | -0.09% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 101,301 | 979 | 0.01% | — | 69 | +101,301 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 100,900 | 975 | 0.0% | 0.0% | 70 | +65,980 | 188.95% | Q4 2025 | Feb 17, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 99,600 | 963 | 0.14% | — | 71 | +99,600 | New | Q4 2025 | Feb 05, 2026 |
| Sagefield Capital LP | History | New | 95,552 | 923 | 0.08% | — | 72 | +95,552 | New | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 95,329 | 922 | 0.02% | 0.01% | 73 | -10,000 | -9.49% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 93,402 | 903 | 0.0% | 0.0% | 74 | +28,439 | 43.78% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 88,920 | 859 | 0.03% | 0.02% | 75 | +11,517 | 14.88% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 88,696 | 857 | 0.01% | 0.01% | 76 | +11,605 | 15.05% | Q4 2025 | Feb 05, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 86,957 | 856 | 0.0% | 0.0% | 77 | -3,694 | -4.07% | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 87,713 | 848 | 0.0% | 0.0% | 78 | +916 | 1.06% | Q4 2025 | Jan 27, 2026 |
| Amundi | History | Added to | 86,786 | 839 | 0.0% | 0.0% | 79 | +7,685 | 9.72% | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | History | New | 86,057 | 832 | 0.02% | — | 80 | +86,057 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | No change | 84,700 | 819 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 82,439 | 797 | 0.0% | 0.0% | 82 | -4,113 | -4.75% | Q4 2025 | Feb 05, 2026 |
| Quilter Plc | History | Reduced | 80,523 | 778 | 0.01% | 0.02% | 83 | -84,208 | -51.12% | Q4 2025 | Jan 21, 2026 |
| Boston Partners | History | New | 78,451 | 758 | 0.0% | — | 84 | +78,451 | New | Q4 2025 | Feb 13, 2026 |
| Hara Capital LLC | History | Reduced | 72,620 | 710 | 0.4% | 0.39% | 85 | -7,070 | -8.87% | Q4 2025 | Jan 15, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 73,319 | 708 | 0.0% | — | 86 | +73,319 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 73,151 | 707 | 0.0% | 0.0% | 87 | +26,944 | 58.31% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 68,589 | 663 | 0.0% | 0.0% | 88 | +6,885 | 11.16% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 68,489 | 662 | 0.0% | 0.0% | 89 | -852 | -1.23% | Q4 2025 | Feb 10, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 63,819 | 617 | 0.0% | 0.0% | 90 | +5,265 | 8.99% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 62,940 | 608 | 0.0% | 0.0% | 91 | -7,558 | -10.72% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 61,090 | 590 | 0.01% | 0.01% | 92 | +722 | 1.2% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 61,003 | 589 | 0.02% | 0.02% | 93 | -5,449 | -8.2% | Q4 2025 | Jan 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 56,226 | 543 | 0.0% | 0.0% | 94 | -3 | -0.01% | Q4 2025 | Feb 17, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 55,295 | 534 | 0.09% | — | 95 | +55,295 | New | Q4 2025 | Feb 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 55,000 | 531 | 0.01% | 0.01% | 96 | -100 | -0.18% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 53,403 | 516 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 52,247 | 505 | 0.0% | — | 98 | +52,247 | New | Q4 2025 | Feb 13, 2026 |
| TT Capital Management LLC | History | Reduced | 50,634 | 489 | 0.39% | 0.34% | 99 | -2,979 | -5.56% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 49,826 | 481 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | Reduced | 48,331 | 467 | 0.04% | 0.04% | 101 | -6,364 | -11.64% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | New | 47,175 | 456 | 0.04% | — | 102 | +47,175 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | New | 47,175 | 456 | 0.1% | — | 103 | +47,175 | New | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 46,433 | 449 | 0.03% | 0.02% | 104 | +2,882 | 6.62% | Q4 2025 | Feb 09, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 45,000 | 435 | 0.04% | — | 105 | +45,000 | New | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 51,753 | 433 | 0.0% | 0.0% | 106 | +1,696 | 3.39% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 43,816 | 423 | 0.0% | 0.0% | 107 | -324,004 | -88.09% | Q4 2025 | Feb 10, 2026 |
| Aberdeen Group plc | History | Added to | 42,759 | 413 | 0.0% | 0.0% | 108 | +1,980 | 4.86% | Q4 2025 | Jan 16, 2026 |
| Quadrature Capital Ltd | History | New | 40,518 | 391 | 0.0% | — | 109 | +40,518 | New | Q4 2025 | Feb 17, 2026 |
| Delta Investment Management, LLC | History | Reduced | 38,671 | 373 | 0.06% | 0.07% | 110 | -7,400 | -16.06% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Reduced | 37,956 | 367 | 0.01% | 0.02% | 111 | -2,053 | -5.13% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 37,500 | 362 | 0.0% | — | 112 | +37,500 | New | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 37,275 | 360 | 0.06% | — | 113 | +37,275 | New | Q4 2025 | Feb 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 35,900 | 347 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Inscription Capital, LLC | History | Added to | 35,437 | 342 | 0.04% | 0.02% | 115 | +18,341 | 107.28% | Q4 2025 | Jan 29, 2026 |
| HARVEST MANAGEMENT LLC | History | New | 35,000 | 338 | 0.11% | — | 117 | +35,000 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 34,902 | 338 | 0.0% | 0.0% | 116 | +73 | 0.21% | Q4 2025 | Feb 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 34,712 | 335 | 0.0% | 0.0% | 118 | -359,757 | -91.2% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 34,174 | 330 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 33,800 | 326 | 0.02% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,309 | 322 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 32,505 | 321 | 0.0% | 0.0% | 122 | -4,449 | -12.04% | Q4 2025 | Jan 21, 2026 |
| CSS LLC/IL | History | New | 32,500 | 314 | 0.01% | — | 123 | +32,500 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 32,335 | 313 | 0.0% | 0.0% | 124 | +2,894 | 9.83% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 32,121 | 310 | 0.0% | — | 125 | +32,121 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 31,561 | 305 | 0.0% | 0.0% | 126 | -92,563 | -74.57% | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 31,508 | 304 | 0.0% | 0.0% | 127 | +704 | 2.29% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 30,684 | 296 | 0.0% | 0.0% | 128 | -2,054 | -6.27% | Q4 2025 | Jan 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 29,939 | 290 | 0.0% | 0.0% | 129 | -3,742 | -11.11% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 29,153 | 281 | 0.15% | 0.0% | 130 | +28,643 | 5616.27% | Q4 2025 | Feb 06, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 28,753 | 278 | 0.01% | — | 132 | +28,753 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 28,810 | 278 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| T3 Companies, LLC | History | New | 28,400 | 274 | 0.34% | — | 133 | +28,400 | New | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 28,155 | 267 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cannon Global Investment Management, LLC | History | New | 27,500 | 265 | 0.67% | — | 136 | +27,500 | New | Q4 2025 | Jan 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 27,425 | 265 | 0.0% | 0.0% | 135 | +400 | 1.48% | Q4 2025 | Feb 04, 2026 |
| Melqart Asset Management (UK) Ltd | History | New | 26,843 | 259 | 0.03% | — | 138 | +26,843 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 26,812 | 259 | 0.0% | 0.0% | 137 | -6,435 | -19.36% | Q4 2025 | Jan 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 25,720 | 248 | 0.02% | — | 139 | +25,720 | New | Q4 2025 | Feb 17, 2026 |
| Olympiad Research LP | History | New | 25,720 | 248 | 0.66% | — | 140 | +25,720 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 25,000 | 244 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 25,000 | 241 | 0.0% | — | 143 | +25,000 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 24,992 | 241 | 0.0% | 0.0% | 142 | -9,259 | -27.03% | Q4 2025 | Feb 13, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 24,100 | 233 | 0.0% | 0.0% | 144 | -7,700 | -24.21% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 23,700 | 231 | 0.0% | 0.0% | 145 | +2,300 | 10.75% | Q4 2025 | Jan 28, 2026 |
| ProShare Advisors LLC | History | Added to | 23,515 | 227 | 0.0% | 0.0% | 146 | +733 | 3.22% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 23,347 | 225 | 0.01% | 0.0% | 147 | +8,931 | 61.95% | Q4 2025 | Jan 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 23,215 | 224 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 22,043 | 213 | 0.0% | 0.0% | 149 | -4,982 | -18.43% | Q4 2025 | Jan 28, 2026 |
| STRS OHIO | History | No change | 21,400 | 206 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PenderFund Capital Management Ltd. | History | Reduced | 21,200 | 205 | 0.03% | 0.25% | 151 | -158,200 | -88.18% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 20,132 | 194 | 0.0% | 0.0% | 152 | +6,033 | 42.79% | Q4 2025 | Feb 11, 2026 |
| Merrion Investment Management Co, LLC | History | New | 20,000 | 193 | 0.1% | — | 153 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 19,794 | 191 | 0.0% | — | 154 | +19,794 | New | Q4 2025 | Feb 13, 2026 |
| IFM Investors Pty Ltd | History | No change | 19,399 | 188 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HCR Wealth Advisors | History | No change | 19,041 | 184 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Broyhill Asset Management, LLC | History | New | 17,450 | 168 | 0.15% | — | 158 | +17,450 | New | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | New | 17,389 | 168 | 0.0% | — | 157 | +17,389 | New | Q4 2025 | Jan 30, 2026 |
| Maryland State Retirement & Pension System | History | No change | 17,329 | 167 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 16,382 | 160 | 0.01% | — | 160 | +16,382 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,541 | 159 | 0.0% | 0.0% | 161 | +6,244 | 60.64% | Q4 2025 | Feb 18, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 16,386 | 158 | 0.0% | 0.0% | 162 | +1,921 | 13.28% | Q4 2025 | Jan 28, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 16,258 | 157 | 0.0% | 0.0% | 163 | -11,500 | -41.43% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 16,171 | 156 | 0.01% | — | 164 | +16,171 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 15,645 | 151 | 0.0% | 0.0% | 165 | +538 | 3.56% | Q4 2025 | Jan 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 14,890 | 143 | 0.0% | 0.0% | 166 | -812 | -5.17% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | New | 14,698 | 142 | 0.0% | — | 167 | +14,698 | New | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 14,660 | 141 | 0.01% | 0.0% | 169 | +4,024 | 37.83% | Q4 2025 | Jan 05, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,645 | 141 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 13,712 | 132 | 0.0% | 0.0% | 170 | +273 | 2.03% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 12,885 | 124 | 0.0% | 0.0% | 171 | +592 | 4.82% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 12,716 | 122 | 0.0% | — | 172 | +12,716 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | New | 12,267 | 118 | 0.0% | — | 173 | +12,267 | New | Q4 2025 | Feb 10, 2026 |
| Bridgefront Capital, LLC | History | New | 11,625 | 112 | 0.03% | — | 174 | +11,625 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,496 | 111 | 0.0% | 0.0% | 175 | +583 | 5.34% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 11,396 | 110 | 0.0% | — | 176 | +11,396 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 11,400 | 110 | 0.0% | 0.0% | 177 | -9,900 | -46.48% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 10,788 | 104 | 0.0% | — | 178 | +10,788 | New | Q4 2025 | Mar 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,460 | 101 | 0.0% | 0.0% | 180 | -152 | -1.43% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,434 | 101 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,365 | 100 | 0.0% | 0.0% | 181 | +4 | 0.04% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 13,225 | 99 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,111 | 97 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 9,900 | 95 | 0.0% | 0.0% | 184 | -1,936 | -16.36% | Q4 2025 | Jan 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,668 | 93 | 0.0% | 0.0% | 185 | +2,081 | 27.43% | Q4 2025 | Feb 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 9,124 | 89 | 0.0% | — | 186 | +9,124 | New | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | No change | 8,711 | 84 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,303 | 80 | 0.0% | — | 188 | +8,303 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 7,231 | 70 | 0.0% | 0.0% | 189 | +621 | 9.39% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,976 | 67 | 0.0% | 0.0% | 190 | -1,375 | -16.47% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 5,265 | 51 | 0.0% | 0.0% | 191 | +584 | 12.48% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,952 | 38 | 0.0% | 0.0% | 192 | -856 | -17.8% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,037 | 29 | 0.0% | — | 193 | +3,037 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,626 | 25 | 0.0% | 0.0% | 194 | -51 | -1.91% | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,636 | 16 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,510 | 14 | 0.0% | 0.0% | 196 | -1,057 | -41.18% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | New | 971 | 9 | 0.0% | — | 197 | +971 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 892 | 8 | 0.0% | 0.0% | 198 | -1,191 | -57.18% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 667 | 6 | 0.0% | 0.0% | 203 | -2,862 | -81.1% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 642 | 6 | 0.0% | — | 201 | +642 | New | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 710 | 6 | 0.0% | 0.0% | 202 | -444 | -38.47% | Q4 2025 | Jan 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 650 | 6 | 0.0% | 0.0% | 199 | -11 | -1.66% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | No change | 588 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 595 | 5 | 0.0% | 0.0% | 207 | -3,815 | -86.51% | Q4 2025 | Feb 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 603 | 5 | 0.0% | — | 209 | +603 | New | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | New | 600 | 5 | 0.0% | — | 208 | +600 | New | Q4 2025 | Jan 30, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 600 | 5 | 0.0% | 0.0% | 204 | -315 | -34.43% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 608 | 5 | 0.0% | 0.0% | 205 | +13 | 2.18% | Q4 2025 | Feb 13, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 593 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 438 | 4 | 0.0% | 0.0% | 210 | -524 | -54.47% | Q4 2025 | Feb 09, 2026 |
| Miller Capital Partners, Inc. | History | New | 500 | 4 | 0.0% | — | 213 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 489 | 4 | 0.0% | 0.0% | 212 | +91 | 22.86% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | No change | 517 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 350 | 3 | 0.0% | — | 216 | +323 | 1196.3% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 349 | 3 | 0.0% | 0.0% | 214 | +24 | 7.38% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 410 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| High Note Wealth, LLC | History | New | 258 | 2 | 0.0% | — | 220 | +258 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 204 | 2 | 0.0% | — | 219 | +204 | New | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 228 | 2 | 0.0% | 0.0% | 217 | +58 | 34.12% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 283 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 239 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 175 | 1 | 0.0% | — | 227 | +58 | 49.57% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 53 | 1 | 0.0% | — | 224 | +53 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 116 | 1 | 0.0% | — | 222 | +6 | 5.45% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 129 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | No change | 174 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Root Financial Partners, LLC | History | No change | 128 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -272,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -186,608 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -129,643 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -121,176 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -46,345 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -35,176 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -30,097 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -28,992 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -28,126 | -100.0% | Q3 2025 | Nov 13, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -24,989 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,784 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.02% | — | -15,700 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,348 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -12,279 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,438 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,539 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,327 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,240 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q3 2025 | Oct 09, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 64 | 0 | — | — | — | +64 | New | Q4 2025 | Mar 03, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASSETMARK, INC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 17 | 0 | — | — | — | -21 | -55.26% | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 11, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 13 | 0 | — | — | — | -6 | -31.58% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Operose Advisors LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |