QUAKER CHEMICAL CORP - KWR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 26 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 | 2,019,327 | 277,273 | 0.0% | 0.0% | 1 | +3,730 | 0.19% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,597,568 | 219,362 | 0.0% | 0.0% | 2 | -22,218 | -1.37% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 756,988 | 103,942 | 0.02% | 0.02% | 3 | +95,100 | 14.37% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 755,740 | 103,770 | 1.05% | 0.83% | 4 | +121,854 | 19.22% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 712,528 | 97,839 | 0.02% | 0.02% | 5 | +36,790 | 5.44% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 688,173 | 94,493 | 0.01% | 0.01% | 6 | -65,209 | -8.66% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 545,207 | 74,862 | 0.0% | 0.0% | 7 | -1,159 | -0.21% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 523,347 | 71,860 | 0.0% | 0.01% | 8 | -130,898 | -20.01% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 469,981 | 64,533 | 0.18% | 0.12% | 9 | +118,321 | 33.65% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Added to | 406,329 | 55,793 | 0.48% | 0.33% | 10 | +120,772 | 42.29% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 362,404 | 49,762 | 0.08% | — | 11 | +362,404 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 343,731 | 47,764 | 0.08% | 0.08% | 12 | -26,401 | -7.13% | Q4 2025 | Jan 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 325,595 | 44,715 | 0.0% | 0.0% | 13 | -2,906 | -0.88% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 325,278 | 44,663 | 0.03% | 0.02% | 14 | +3,641 | 1.13% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 308,231 | 42,323 | 0.94% | 1.04% | 15 | -70,288 | -18.57% | Q4 2025 | Jan 29, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 278,576 | 38,251 | 0.73% | 0.67% | 16 | +24,573 | 9.67% | Q4 2025 | Jan 23, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 232,761 | 31,960 | 0.01% | 0.01% | 17 | -8,331 | -3.46% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 216,470 | 30,001 | 0.01% | 0.01% | 18 | -8,000 | -3.56% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 206,223 | 28,316 | 0.0% | 0.0% | 19 | +4,528 | 2.24% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 197,761 | 27,154 | 0.0% | 0.0% | 20 | -10,532 | -5.06% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 195,995 | 26,910 | 0.01% | 0.01% | 21 | +4,522 | 2.36% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 178,691 | 24,535 | 0.0% | 0.0% | 22 | -20,533 | -10.31% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 168,816 | 23,181 | 0.01% | 0.04% | 23 | -297,464 | -63.8% | Q4 2025 | Feb 19, 2026 |
| Global Alpha Capital Management Ltd. | History | New | 153,900 | 21,132 | 1.29% | — | 24 | +153,900 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 139,290 | 19,125 | 0.09% | 0.01% | 25 | +130,947 | 1569.54% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 133,518 | 18,333 | 0.0% | 0.0% | 26 | +12,405 | 10.24% | Q4 2025 | Feb 10, 2026 |
| NORGES BANK | History | New | 130,956 | 17,981 | 0.0% | — | 27 | +130,956 | New | Q4 2025 | Feb 10, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 128,364 | 17,625 | 0.52% | 0.53% | 28 | -19,473 | -13.17% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 123,147 | 17,114 | 0.04% | 0.03% | 29 | -1,366 | -1.1% | Q4 2025 | Feb 09, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 124,078 | 17,037 | 0.92% | 0.63% | 30 | +33,695 | 37.28% | Q4 2025 | Feb 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 116,887 | 16,049 | 0.34% | 0.32% | 31 | +6,777 | 6.15% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 115,151 | 15,811 | 0.0% | 0.0% | 32 | +53,271 | 86.09% | Q4 2025 | Mar 25, 2026 |
| Hosking Partners LLP | History | Reduced | 114,794 | 15,762 | 0.54% | 0.55% | 33 | -371 | -0.32% | Q4 2025 | Feb 04, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 101,777 | 13,975 | 0.15% | 0.15% | 34 | -2,671 | -2.56% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 95,055 | 13,052 | 0.0% | 0.0% | 35 | -4,115 | -4.15% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 90,604 | 12,440 | 0.02% | 0.01% | 36 | +2,827 | 3.22% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 89,173 | 12,244 | 0.01% | 0.01% | 37 | +7,660 | 9.4% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 85,500 | 11,740 | 0.0% | 0.0% | 38 | -300 | -0.35% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 81,923 | 11,248 | 0.01% | 0.01% | 39 | +3,224 | 4.1% | Q4 2025 | Feb 17, 2026 |
| LUMINUS MANAGEMENT LLC | History | Added to | 77,527 | 10,645 | 9.32% | 7.16% | 40 | +17,061 | 28.22% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 68,059 | 9,345 | 0.0% | 0.0% | 41 | +3,505 | 5.43% | Q4 2025 | Feb 19, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 60,117 | 8,254 | 0.01% | 0.01% | 42 | -4,947 | -7.6% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 58,701 | 8,060 | 0.0% | 0.0% | 43 | -16,071 | -21.49% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 58,011 | 7,965 | 0.0% | 0.0% | 44 | -20,530 | -26.14% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 51,231 | 7,034 | 0.01% | 0.01% | 45 | +15,914 | 45.06% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 49,564 | 6,805 | 0.0% | 0.0% | 46 | -230 | -0.46% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 48,167 | 6,613 | 0.0% | 0.0% | 47 | +1,363 | 2.91% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 47,414 | 6,510 | 0.02% | 0.03% | 48 | -6,167 | -11.51% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 46,657 | 6,406 | 0.01% | 0.01% | 49 | +982 | 2.15% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | Added to | 44,898 | 6,164 | 0.0% | 0.0% | 50 | +15,676 | 53.64% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 40,634 | 5,579 | 0.0% | 0.0% | 51 | -2,516 | -5.83% | Q4 2025 | Feb 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 36,751 | 5,046 | 0.33% | 0.31% | 52 | -1,462 | -3.83% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 34,791 | 4,777 | 0.0% | 0.0% | 53 | -1,021 | -2.85% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 34,100 | 4,682 | 0.0% | 0.0% | 54 | -11,689 | -25.53% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 33,163 | 4,556 | 0.01% | 0.01% | 55 | +3,713 | 12.61% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,300 | 4,435 | 0.0% | 0.0% | 56 | -17,261 | -34.83% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 32,261 | 4,430 | 0.0% | — | 57 | +32,261 | New | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 32,255 | 4,428 | 0.13% | — | 58 | +32,255 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 27,637 | 3,796 | 0.0% | 0.0% | 59 | -23,065 | -45.49% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | No change | 27,400 | 3,762 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Added to | 26,146 | 3,590 | 0.16% | 0.08% | 61 | +10,419 | 66.25% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 25,703 | 3,535 | 0.0% | 0.0% | 62 | -1,450 | -5.34% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 25,017 | 3,435 | 0.0% | 0.0% | 63 | -1,372 | -5.2% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 24,898 | 3,418 | 0.0% | 0.0% | 64 | +1,601 | 6.87% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 24,899 | 3,418 | 0.08% | 0.08% | 65 | +987 | 4.13% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,010 | 3,296 | 0.0% | 0.0% | 66 | +4,439 | 22.68% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | No change | 22,000 | 3,020 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 20,735 | 2,847 | 0.41% | 0.7% | 68 | -17,240 | -45.4% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 20,138 | 2,765 | 0.01% | 0.01% | 69 | -11,086 | -35.5% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 19,640 | 2,697 | 0.01% | 0.01% | 70 | -400 | -2.0% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 19,417 | 2,666 | 0.0% | 0.0% | 71 | +2,927 | 17.75% | Q4 2025 | Feb 11, 2026 |
| F/m Investments LLC | History | Reduced | 18,705 | 2,568 | 0.1% | 0.1% | 72 | -455 | -2.37% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,779 | 2,441 | 0.0% | 0.0% | 73 | -6,665 | -27.27% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Added to | 17,646 | 2,422 | 0.71% | 0.55% | 74 | +2,114 | 13.61% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 16,926 | 2,324 | 0.2% | 0.34% | 75 | -6,751 | -28.51% | Q4 2025 | Feb 06, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 16,912 | 2,322 | 0.6% | 0.6% | 76 | -208 | -1.21% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 16,670 | 2,288 | 0.0% | 0.0% | 77 | +1,462 | 9.61% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 16,552 | 2,272 | 0.01% | — | 78 | +16,552 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 16,183 | 2,222 | 0.03% | — | 79 | +16,183 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,057 | 2,204 | 0.0% | 0.0% | 80 | -1,818 | -10.17% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 15,852 | 2,176 | 0.0% | 0.0% | 81 | +2,801 | 21.46% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,524 | 1,994 | 0.0% | 0.0% | 82 | +6,795 | 87.92% | Q4 2025 | Feb 17, 2026 |
| Dean Capital Management | History | Reduced | 14,103 | 1,936 | 0.82% | 1.61% | 83 | -17,246 | -55.01% | Q4 2025 | Feb 20, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,289 | 1,824 | 0.0% | 0.0% | 84 | +2,248 | 20.36% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,199 | 1,812 | 0.0% | 0.0% | 85 | -27 | -0.2% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 13,052 | 1,792 | 0.02% | 0.01% | 86 | +7,493 | 134.79% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 12,910 | 1,772 | 0.0% | 0.0% | 87 | -845 | -6.14% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 12,857 | 1,765 | 0.0% | 0.0% | 88 | -3,247 | -20.16% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 12,765 | 1,753 | 0.0% | 0.0% | 89 | -4,364 | -25.48% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 12,540 | 1,721 | 0.01% | 0.01% | 90 | -90 | -0.71% | Q4 2025 | Jan 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 11,739 | 1,611 | 0.0% | 0.0% | 91 | +159 | 1.37% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 11,528 | 1,579 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 10,844 | 1,488 | 0.21% | 0.2% | 93 | +120 | 1.12% | Q4 2025 | Jan 14, 2026 |
| Holocene Advisors, LP | History | Reduced | 9,840 | 1,351 | 0.0% | 0.0% | 94 | -4,279 | -30.31% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,444 | 1,296 | 0.0% | 0.0% | 95 | +6,550 | 226.33% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,413 | 1,292 | 0.0% | 0.0% | 96 | -501 | -5.05% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,274 | 1,273 | 0.0% | 0.0% | 97 | -2,268 | -19.65% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 9,000 | 1,235 | 0.01% | — | 98 | +9,000 | New | Q4 2025 | Feb 05, 2026 |
| AlphaQuest LLC | History | Added to | 8,894 | 1,221 | 0.07% | 0.01% | 99 | +7,192 | 422.56% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,517 | 1,169 | 0.0% | 0.0% | 100 | -12 | -0.14% | Q4 2025 | Feb 06, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 8,340 | 1,145 | 0.09% | 0.07% | 101 | +1,481 | 21.59% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,243 | 1,131 | 0.01% | 0.01% | 102 | +1,115 | 15.64% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 8,105 | 1,112 | 0.0% | 0.0% | 103 | +114 | 1.43% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,782 | 1,067 | 0.01% | 0.01% | 104 | +99 | 1.29% | Q4 2025 | Jan 23, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 7,675 | 1,054 | 0.24% | 0.23% | 105 | -110 | -1.41% | Q4 2025 | Jan 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 7,665 | 1,052 | 0.0% | 0.0% | 106 | +3,800 | 98.32% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,326 | 1,005 | 0.01% | 0.01% | 107 | -116 | -1.56% | Q4 2025 | Feb 11, 2026 |
| QSV Equity Investors LLC | History | Reduced | 7,115 | 976 | 1.44% | 1.43% | 108 | -3,513 | -33.05% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 7,104 | 975 | 0.01% | — | 109 | +7,104 | New | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 6,982 | 958 | 0.01% | 0.01% | 110 | +1,059 | 17.88% | Q4 2025 | Feb 02, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 6,900 | 947 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 6,473 | 888 | 0.0% | — | 112 | +6,473 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,364 | 873 | 0.0% | 0.0% | 113 | -133 | -2.05% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 6,300 | 865 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 6,269 | 860 | 0.0% | 0.0% | 115 | -697 | -10.01% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 6,115 | 839 | 0.0% | 0.0% | 116 | -627 | -9.3% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 5,800 | 796 | 0.0% | — | 117 | +5,800 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 5,703 | 783 | 0.0% | 0.0% | 118 | +410 | 7.75% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 5,480 | 752 | 0.04% | — | 119 | +5,480 | New | Q4 2025 | Feb 12, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,475 | 751 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,141 | 750 | 0.0% | 0.0% | 121 | -344 | -6.27% | Q4 2025 | Jan 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,420 | 744 | 0.0% | 0.0% | 122 | -12,296 | -69.41% | Q4 2025 | Feb 02, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 4,927 | 676 | 0.26% | 0.4% | 123 | -2,965 | -37.57% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,904 | 673 | 0.0% | 0.0% | 124 | -12,394 | -71.65% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,870 | 668 | 0.0% | 0.0% | 125 | +171 | 3.64% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,779 | 656 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,700 | 645 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,690 | 643 | 0.0% | 0.0% | 128 | -2,051 | -30.43% | Q4 2025 | Mar 09, 2026 |
| Cullen Capital Management, LLC | History | Added to | 4,634 | 636 | 0.01% | 0.0% | 129 | +1,628 | 54.16% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 4,226 | 580 | 0.0% | 0.0% | 130 | +73 | 1.76% | Q4 2025 | Jan 26, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,694 | 554 | 0.01% | 0.01% | 131 | -556 | -13.08% | Q4 2025 | Jan 21, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 3,995 | 548 | 0.16% | 0.16% | 133 | -78 | -1.92% | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,993 | 548 | 0.0% | 0.0% | 132 | -42 | -1.04% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 3,953 | 543 | 0.0% | 0.0% | 134 | +2,614 | 195.22% | Q4 2025 | Jan 09, 2026 |
| Arizona State Retirement System | History | Reduced | 3,903 | 535 | 0.0% | 0.0% | 135 | -282 | -6.74% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,706 | 508 | 0.0% | 0.0% | 136 | -281 | -7.05% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,116 | 479 | 0.0% | 0.0% | 137 | -246 | -7.32% | Q4 2025 | Feb 18, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,433 | 471 | 0.04% | 0.04% | 138 | -21 | -0.61% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,421 | 469 | 0.0% | 0.0% | 139 | +1 | 0.03% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,406 | 467 | 0.0% | 0.0% | 140 | -435 | -11.33% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,391 | 465 | 0.0% | 0.0% | 141 | -109 | -3.11% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,346 | 459 | 0.0% | 0.0% | 142 | -17 | -0.51% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,314 | 455 | 0.0% | 0.0% | 143 | +895 | 37.0% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,290 | 451 | 0.0% | 0.0% | 144 | -90 | -2.66% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 3,136 | 430 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,100 | 425 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,889 | 396 | 0.01% | 0.01% | 147 | -10 | -0.34% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,851 | 391 | 0.0% | 0.0% | 148 | -104 | -3.52% | Q4 2025 | Feb 12, 2026 |
| Freestone Grove Partners LP | History | Reduced | 2,696 | 370 | 0.0% | 0.0% | 149 | -1,015 | -27.35% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,673 | 367 | 0.01% | 0.01% | 150 | -325 | -10.84% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,617 | 359 | 0.0% | 0.0% | 152 | +2,596 | 12361.9% | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 2,619 | 359 | 0.0% | 0.0% | 151 | -70 | -2.6% | Q4 2025 | Jan 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,522 | 346 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Nordwand Advisors, LLC | History | No change | 2,500 | 343 | 0.06% | 0.05% | 154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,493 | 342 | 0.0% | 0.0% | 155 | -77,203 | -96.87% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,414 | 331 | 0.0% | 0.0% | 156 | -23 | -0.94% | Q4 2025 | Feb 05, 2026 |
| Finward Bancorp | History | No change | 2,065 | 283 | 0.22% | 0.21% | 157 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,013 | 276 | 0.0% | 0.0% | 158 | +185 | 10.12% | Q4 2025 | Jan 30, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,003 | 275 | 0.0% | 0.0% | 159 | -64 | -3.1% | Q4 2025 | Jan 27, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,007 | 275 | 0.01% | 0.01% | 160 | +23 | 1.16% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,943 | 266 | 0.04% | — | 161 | +1,943 | New | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 1,814 | 249 | 0.0% | — | 163 | +1,814 | New | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 1,816 | 249 | 0.0% | 0.0% | 162 | +174 | 10.6% | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | Reduced | 1,802 | 247 | 0.07% | 0.08% | 164 | -614 | -25.41% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Reduced | 1,767 | 242 | 0.0% | 0.0% | 165 | -759 | -30.05% | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | New | 1,715 | 235 | 0.11% | — | 166 | +1,715 | New | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 1,682 | 230 | 0.0% | — | 167 | +1,682 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,680 | 230 | 0.01% | — | 168 | +1,680 | New | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 1,648 | 228 | 0.0% | 0.0% | 170 | -150 | -8.34% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,663 | 228 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 1,638 | 224 | 0.03% | — | 171 | +1,638 | New | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 1,621 | 222 | 0.0% | 0.0% | 172 | -14 | -0.86% | Q4 2025 | Jan 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,611 | 221 | 0.02% | 0.03% | 173 | -1,078 | -40.09% | Q4 2025 | Jan 20, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 1,598 | 219 | 0.02% | 0.02% | 174 | -296 | -15.63% | Q4 2025 | Jan 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 1,591 | 218 | 0.01% | 0.01% | 175 | -700 | -30.55% | Q4 2025 | Feb 04, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,582 | 217 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,570 | 215 | 0.03% | 0.04% | 177 | +4 | 0.26% | Q4 2025 | Jan 22, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 1,565 | 214 | 0.05% | — | 178 | +1,565 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | New | 1,515 | 208 | 0.0% | — | 179 | +1,515 | New | Q4 2025 | Feb 06, 2026 |
| Pallas Capital Advisors LLC | History | New | 1,506 | 206 | 0.01% | — | 180 | +1,506 | New | Q4 2025 | Jan 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 1,487 | 204 | 0.01% | 0.1% | 182 | -19,644 | -92.96% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,490 | 204 | 0.01% | — | 181 | +1,490 | New | Q4 2025 | Feb 04, 2026 |
| CIBC Asset Management Inc | History | New | 1,480 | 203 | 0.0% | — | 183 | +1,480 | New | Q4 2025 | Feb 10, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,213 | 166 | 0.0% | 0.0% | 184 | -2,900 | -70.51% | Q4 2025 | Feb 12, 2026 |
| Battery Global Advisors, LLC | History | No change | 1,197 | 164 | 0.08% | 0.07% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,168 | 160 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,021 | 140 | 0.01% | 0.01% | 187 | +75 | 7.93% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 793 | 108 | 0.0% | 0.0% | 188 | -175 | -18.08% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 790 | 108 | 0.0% | 0.0% | 189 | +86 | 12.22% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 737 | 101 | 0.02% | — | 190 | +737 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 729 | 100 | 0.01% | 0.01% | 191 | +69 | 10.45% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 524 | 72 | 0.0% | 0.0% | 192 | -81 | -13.39% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 68 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| State of Wyoming | History | New | 480 | 65 | 0.01% | — | 194 | +480 | New | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 450 | 62 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quantbot Technologies LP | History | Reduced | 431 | 59 | 0.0% | 0.01% | 196 | -2,400 | -84.78% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 381 | 52 | 0.0% | 0.0% | 197 | +33 | 9.48% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 377 | 51 | 0.0% | — | 198 | +377 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 355 | 48 | 0.0% | 0.0% | 199 | +196 | 123.27% | Q4 2025 | Jan 27, 2026 |
| CX Institutional | History | Reduced | 331 | 45 | 0.0% | 0.0% | 200 | -342 | -50.82% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 335 | 45 | 0.0% | 0.0% | 201 | +284 | 556.86% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 295 | 41 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 291 | 39 | 0.0% | — | 203 | +291 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 281 | 38 | 0.0% | 0.0% | 204 | +13 | 4.85% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 273 | 37 | 0.0% | 0.0% | 205 | +170 | 165.05% | Q4 2025 | Jan 23, 2026 |
| TCTC Holdings, LLC | History | No change | 257 | 35 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 34 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 227 | 31 | 0.0% | 0.0% | 208 | -26 | -10.28% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 223 | 30 | 0.0% | — | 209 | +223 | New | Q4 2025 | Feb 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 196 | 26 | 0.0% | — | 210 | +196 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Reduced | 185 | 25 | 0.0% | 0.0% | 211 | -1,118 | -85.8% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 188 | 25 | 0.0% | 0.0% | 212 | +5 | 2.73% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 175 | 24 | 0.0% | 0.0% | 213 | -5 | -2.78% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 169 | 23 | 0.0% | 0.0% | 214 | +62 | 57.94% | Q4 2025 | Mar 16, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 169 | 23 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 167 | 22 | 0.0% | 0.0% | 216 | -98 | -36.98% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 156 | 21 | 0.0% | 0.0% | 217 | +46 | 41.82% | Q4 2025 | Feb 09, 2026 |
| First Pacific Financial | History | Added to | 151 | 20 | 0.0% | 0.0% | 218 | +1 | 0.67% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 133 | 18 | 0.0% | 0.0% | 219 | +82 | 160.78% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 129 | 18 | 0.0% | 0.0% | 220 | +52 | 67.53% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 137 | 18 | 0.0% | 0.0% | 221 | -24 | -14.91% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 126 | 17 | 0.0% | 0.0% | 222 | +4 | 3.28% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 107 | 16 | 0.0% | 0.02% | 224 | -626 | -85.4% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 118 | 16 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 113 | 15 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 107 | 14 | 0.0% | 0.0% | 226 | -3 | -2.73% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | No change | 104 | 14 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 85 | 13 | 0.0% | — | 229 | +85 | New | Q4 2025 | Jan 21, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 13 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 13 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 94 | 12 | 0.0% | 0.0% | 231 | +59 | 168.57% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Added to | 81 | 11 | 0.0% | 0.0% | 232 | +24 | 42.11% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 77 | 10 | 0.0% | 0.0% | 234 | +9 | 13.24% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 69 | 10 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 74 | 9 | 0.0% | — | 235 | +74 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 72 | 9 | 0.0% | 0.0% | 236 | +5 | 7.46% | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | New | 63 | 8 | 0.0% | — | 240 | +63 | New | Q4 2025 | Jan 22, 2026 |
| SouthState Bank Corp | History | New | 59 | 8 | 0.0% | — | 237 | +59 | New | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 57 | 8 | 0.0% | 0.0% | 238 | -36 | -38.71% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 61 | 8 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 56 | 7 | 0.0% | 0.0% | 241 | +22 | 64.71% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Added to | 57 | 7 | 0.0% | 0.0% | 243 | +3 | 5.56% | Q4 2025 | Jan 08, 2026 |
| Crewe Advisors LLC | History | No change | 53 | 7 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 45 | 6 | 0.0% | 0.0% | 245 | +1 | 2.27% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 44 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40 | 5 | 0.0% | 0.0% | 246 | +20 | 100.0% | Q4 2025 | Jan 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 41 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32 | 4 | 0.0% | 0.0% | 248 | +7 | 28.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 27 | 3 | 0.0% | — | 251 | +27 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | New | 18 | 2 | 0.0% | — | 252 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 19 | 2 | 0.0% | 0.0% | 254 | +4 | 26.67% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | No change | 21 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Manchester Capital Management LLC | History | New | 12 | 1 | 0.0% | — | 259 | +12 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9 | 1 | 0.0% | — | 267 | +9 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8 | 1 | 0.0% | — | 257 | +8 | New | Q4 2025 | Feb 09, 2026 |
| Quarry LP | History | New | 8 | 1 | 0.0% | — | 263 | +8 | New | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 8 | 1 | 0.0% | — | 266 | +8 | New | Q4 2025 | Jan 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 12 | 1 | 0.0% | — | 261 | +6 | 100.0% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13 | 1 | 0.0% | 0.0% | 256 | +3 | 30.0% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 260 | -3 | -23.08% | Q4 2025 | Feb 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 262 | +2 | 20.0% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Plato Investment Management Ltd | History | No change | 9 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -388,841 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ceredex Value Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -58,067 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -21,053 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,079 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,618 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,901 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,477 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -3,862 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,614 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,341 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,853 | -100.0% | Q3 2025 | Oct 30, 2025 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,188 | -100.0% | Q3 2025 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -440 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -216 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 6 | 0 | — | 0.01% | — | -113 | -94.96% | Q4 2025 | Mar 03, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Reduced | 5 | 0 | — | 0.0% | — | -54 | -91.53% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MidFirst Bank | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 25, 2026 |
| Ankerstar Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ASSETMARK, INC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 16, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Trust Co | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NATIXIS | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kilter Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |