Lazard, Inc. - LAZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 11,259,460 | 546,759 | 0.03% | 0.03% | 1 | +580,855 | 5.44% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 11,149,582 | 541,423 | 0.01% | 0.01% | 2 | -31,170 | -0.28% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 8,807,320 | 427,685 | 0.05% | 0.04% | 3 | +1,047,869 | 13.5% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 7,426,222 | 360,617 | 0.01% | 0.01% | 4 | +102,040 | 1.39% | Q4 2025 | Feb 12, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 5,296,822 | 257,213 | 2.78% | 2.96% | 5 | +50,933 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Capital Research Global Investors | History | Added to | 2,456,726 | 119,298 | 0.02% | 0.02% | 6 | +221,214 | 9.9% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,357,095 | 114,481 | 0.01% | 0.01% | 7 | +6,429 | 0.27% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,929,435 | 93,693 | 0.05% | 0.06% | 8 | +39,901 | 2.11% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 1,882,887 | 91,432 | 0.0% | 0.0% | 9 | -123,898 | -6.17% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,830,720 | 88,893 | 0.02% | 0.02% | 10 | -53,373 | -2.83% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,760,637 | 85,496 | 0.03% | 0.03% | 11 | +38,133 | 2.21% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,726,416 | 83,844 | 0.02% | 0.02% | 12 | +106,134 | 6.55% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 1,650,918 | 80,168 | 0.01% | — | 13 | +1,650,918 | New | Q4 2025 | Feb 10, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 1,563,208 | 75,909 | 0.43% | 0.47% | 14 | -47,404 | -2.94% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,548,429 | 75,191 | 0.0% | 0.0% | 15 | +67,230 | 4.54% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,480,268 | 71,881 | 0.04% | 0.04% | 16 | -108,073 | -6.8% | Q4 2025 | Feb 02, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 1,382,751 | 67,146 | 0.03% | 0.03% | 17 | +23,284 | 1.71% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,272,464 | 61,790 | 0.06% | 0.06% | 18 | +106,642 | 9.15% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 1,146,174 | 55,658 | 0.01% | 0.01% | 19 | +12,011 | 1.06% | Q4 2025 | Feb 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,048,212 | 50,901 | 0.01% | 0.01% | 20 | -4,114 | -0.39% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 896,328 | 43,525 | 0.44% | 0.44% | 21 | +51,191 | 6.06% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 861,179 | 41,818 | 0.01% | 0.01% | 22 | -1,229 | -0.14% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 707,489 | 34,355 | 0.01% | 0.0% | 23 | +293,401 | 70.85% | Q4 2025 | Feb 17, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 582,002 | 28,262 | 1.94% | 2.15% | 24 | -2,888 | -0.49% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 572,182 | 27,785 | 0.0% | 0.0% | 25 | -20,134 | -3.4% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 544,626 | 26,447 | 0.02% | 0.02% | 26 | +125,292 | 29.88% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 534,058 | 25,934 | 0.0% | — | 27 | +534,058 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 518,518 | 25,179 | 0.04% | 0.05% | 28 | -55,768 | -9.71% | Q4 2025 | Feb 12, 2026 |
| ALGEBRIS (UK) LTD | History | New | 502,730 | 24,423 | 1.94% | — | 29 | +502,730 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 501,754 | 24,365 | 0.0% | 0.01% | 30 | -112,095 | -18.26% | Q4 2025 | Feb 10, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 362,741 | 17,614 | 0.29% | 0.32% | 31 | +1,405 | 0.39% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 362,304 | 17,593 | 0.1% | 0.12% | 32 | +11,039 | 3.14% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 350,818 | 17,035 | 0.02% | 0.01% | 33 | +225,445 | 179.82% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 349,336 | 16,963 | 0.0% | 0.0% | 34 | -56,494 | -13.92% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 336,588 | 16,344 | 0.08% | 0.09% | 35 | +260 | 0.08% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 332,333 | 16,138 | 0.0% | 0.0% | 36 | +81,168 | 32.32% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 329,085 | 15,980 | 0.01% | 0.01% | 37 | -29,133 | -8.13% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 326,228 | 15,841 | 0.0% | 0.0% | 38 | +4,699 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | New | 314,530 | 15,273 | 0.06% | — | 39 | +314,530 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 301,946 | 14,662 | 0.0% | 0.0% | 40 | -4,534 | -1.48% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 298,710 | 14,505 | 0.0% | 0.0% | 41 | +3,114 | 1.05% | Q4 2025 | Feb 12, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 293,883 | 14,270 | 0.58% | 0.41% | 42 | +104,067 | 54.83% | Q4 2025 | Feb 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 290,405 | 14,102 | 0.68% | 0.8% | 43 | -13,926 | -4.58% | Q4 2025 | Feb 10, 2026 |
| Walleye Capital LLC | History | Reduced | 287,511 | 13,961 | 0.04% | 0.07% | 44 | -87,161 | -23.26% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 262,748 | 12,759 | 0.0% | 0.0% | 45 | -51,482 | -16.38% | Q4 2025 | Feb 13, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 261,866 | 12,750 | 1.02% | 1.12% | 46 | -12,941 | -4.71% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 227,030 | 11,024 | 0.01% | 0.02% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 218,412 | 10,606 | 0.16% | 0.18% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 208,203 | 10,110 | 0.01% | 0.0% | 49 | +137,244 | 193.41% | Q4 2025 | Feb 17, 2026 |
| Swedbank AB | History | No change | 207,000 | 10,051 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | New | 197,134 | 9,572 | 0.01% | — | 51 | +197,134 | New | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 196,848 | 9,558 | 0.16% | 0.16% | 52 | +13,199 | 7.19% | Q4 2025 | Feb 03, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 189,903 | 9,222 | 0.8% | 0.57% | 53 | +71,875 | 60.9% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 186,000 | 9,032 | 0.01% | 0.01% | 54 | +3,500 | 1.92% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 185,834 | 9,024 | 0.01% | 0.01% | 55 | -9,886 | -5.05% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Reduced | 185,196 | 8,993 | 0.14% | 0.18% | 56 | -35,247 | -15.99% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 181,368 | 8,806 | 0.09% | 0.09% | 57 | +10,211 | 5.97% | Q4 2025 | Jan 23, 2026 |
| Buck Wealth Strategies, LLC | History | New | 180,962 | 8,787 | 1.12% | — | 58 | +180,962 | New | Q4 2025 | Feb 03, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 178,961 | 8,690 | 0.01% | 0.01% | 59 | +7,751 | 4.53% | Q4 2025 | Feb 10, 2026 |
| Purpose Unlimited Inc. | History | New | 176,526 | 8,574 | 0.39% | — | 60 | +176,526 | New | Q4 2025 | Mar 20, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 174,421 | 8,469 | 0.39% | 0.04% | 61 | +155,909 | 842.21% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 167,000 | 8,109 | 0.02% | 0.01% | 62 | -14,200 | -7.84% | Q4 2025 | Mar 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 155,000 | 7,526 | 0.01% | 0.01% | 63 | +22,500 | 16.98% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,846 | 7,033 | 0.0% | 0.0% | 64 | +15,675 | 12.14% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 134,514 | 6,532 | 0.01% | 0.01% | 65 | -4,309 | -3.1% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 134,480 | 6,530 | 0.01% | 0.01% | 66 | +24,131 | 21.87% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 134,459 | 6,529 | 0.02% | 0.01% | 67 | +48,714 | 56.81% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 128,617 | 6,246 | 0.01% | — | 68 | +128,617 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 125,005 | 6,070 | 0.05% | — | 69 | +125,005 | New | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 122,970 | 5,971 | 0.27% | 0.26% | 70 | +14,374 | 13.24% | Q4 2025 | Jan 23, 2026 |
| Freemont Management S.A. | History | Added to | 116,205 | 5,642 | 0.98% | 1.03% | 71 | +77,100 | 197.16% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 106,611 | 5,177 | 0.01% | 0.01% | 72 | -554 | -0.52% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 106,249 | 5,159 | 0.01% | 0.01% | 73 | -7,170 | -6.32% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 100,735 | 4,892 | 0.01% | 0.01% | 74 | +122 | 0.12% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 96,761 | 4,698 | 0.0% | 0.0% | 75 | -45,068 | -31.78% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 92,509 | 4,492 | 0.0% | 0.0% | 76 | -8,696 | -8.59% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 89,443 | 4,343 | 0.0% | 0.0% | 77 | +1,255 | 1.42% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 88,158 | 4,280 | 0.0% | 0.0% | 78 | -18,321 | -17.21% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 88,131 | 4,279 | 0.0% | — | 79 | +88,131 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 84,358 | 4,096 | 0.02% | 0.03% | 80 | -5,534 | -6.16% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 80,483 | 3,908 | 0.0% | 0.0% | 81 | +51,644 | 179.08% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 78,642 | 3,818 | 0.0% | 0.0% | 82 | -44,566 | -36.17% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | No change | 77,517 | 3,764 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 72,520 | 3,522 | 0.05% | 0.03% | 84 | +37,130 | 104.92% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 68,642 | 3,333 | 0.0% | 0.0% | 85 | +2,232 | 3.36% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 66,217 | 3,215 | 0.0% | 0.0% | 86 | -4,261 | -6.05% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 66,102 | 3,210 | 0.01% | 0.01% | 87 | +2,262 | 3.54% | Q4 2025 | Feb 11, 2026 |
| ICON ADVISERS INC/CO | History | No change | 61,843 | 3,003 | 0.65% | 0.71% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 60,701 | 2,960 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 60,317 | 2,929 | 0.08% | 0.08% | 90 | +4,986 | 9.01% | Q4 2025 | Feb 02, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 59,436 | 2,886 | 0.09% | — | 91 | +59,436 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 58,059 | 2,819 | 0.04% | — | 92 | +58,059 | New | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 57,194 | 2,777 | 0.09% | 0.1% | 93 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Callahan Advisors, LLC | History | Reduced | 56,271 | 2,732 | 0.22% | 0.26% | 94 | -2,413 | -4.11% | Q4 2025 | Feb 06, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 55,271 | 2,683 | 0.29% | 0.03% | 95 | +49,677 | 888.04% | Q4 2025 | Feb 05, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 55,266 | 2,683 | 0.03% | 0.04% | 96 | -8,087 | -12.76% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | Added to | 55,204 | 2,680 | 0.01% | 0.01% | 97 | +4 | 0.01% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 53,025 | 2,574 | 0.0% | 0.0% | 98 | +5,435 | 11.42% | Q4 2025 | Feb 13, 2026 |
| Lesa Sroufe & Co | History | Reduced | 52,834 | 2,566 | 1.91% | 2.25% | 99 | -2 | -0.0% | Q4 2025 | Jan 22, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 52,779 | 2,562 | 0.44% | 0.49% | 100 | -1,792 | -3.28% | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Added to | 49,835 | 2,420 | 0.01% | 0.01% | 101 | +736 | 1.5% | Q4 2025 | Jan 30, 2026 |
| Paulson Wealth Management Inc. | History | No change | 48,762 | 2,367 | 0.55% | 0.61% | 102 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 47,628 | 2,312 | 0.35% | 0.4% | 103 | +235 | 0.5% | Q4 2025 | Jan 08, 2026 |
| Argent Trust Co | History | Added to | 47,400 | 2,301 | 0.08% | 0.09% | 104 | +547 | 1.17% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 46,275 | 2,247 | 0.01% | 0.01% | 105 | +6,315 | 15.8% | Q4 2025 | Jan 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 46,085 | 2,237 | 0.05% | 0.06% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 45,794 | 2,223 | 0.07% | 0.08% | 107 | -3,276 | -6.68% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 44,794 | 2,175 | 0.0% | 0.0% | 108 | -37,383 | -45.49% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 44,440 | 2,158 | 0.0% | 0.0% | 109 | -16,200 | -26.72% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 42,173 | 2,047 | 0.01% | 0.01% | 110 | -1,448 | -3.32% | Q4 2025 | Jan 28, 2026 |
| AMG National Trust Bank | History | Reduced | 41,663 | 2,023 | 0.05% | 0.06% | 111 | -2,551 | -5.77% | Q4 2025 | Jan 30, 2026 |
| Jefferies Financial Group Inc. | History | New | 40,842 | 1,983 | 0.01% | — | 112 | +40,842 | New | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 40,439 | 1,963 | 0.02% | 0.02% | 113 | -922 | -2.23% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 39,034 | 1,895 | 0.0% | 0.0% | 114 | +15,683 | 67.16% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 38,546 | 1,872 | 0.01% | 0.01% | 115 | -2,814 | -6.8% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 38,499 | 1,869 | 0.0% | 0.0% | 116 | +7,614 | 24.65% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 38,483 | 1,868 | 0.0% | 0.0% | 117 | +913 | 2.43% | Q4 2025 | Feb 18, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 38,220 | 1,855 | 0.05% | — | 118 | +38,220 | New | Q4 2025 | Feb 02, 2026 |
| SG Americas Securities, LLC | History | Added to | 37,352 | 1,814 | 0.0% | 0.0% | 119 | +15,011 | 67.19% | Q4 2025 | Jan 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 37,234 | 1,808 | 0.0% | 0.0% | 120 | -140,418 | -79.04% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 36,248 | 1,760 | 0.0% | 0.0% | 121 | +15,629 | 75.8% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 33,642 | 1,634 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 30,900 | 1,500 | 0.0% | 0.0% | 123 | +11,000 | 55.28% | Q4 2025 | Jan 29, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 29,821 | 1,448 | 0.02% | 0.05% | 124 | -34,669 | -53.76% | Q4 2025 | Feb 03, 2026 |
| Riverwater Partners LLC | History | Added to | 29,801 | 1,447 | 0.56% | 0.38% | 125 | +12,373 | 70.99% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 29,189 | 1,417 | 0.0% | 0.01% | 126 | -1,217 | -4.0% | Q4 2025 | Feb 17, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 29,007 | 1,408 | 0.33% | — | 127 | +29,007 | New | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 27,911 | 1,355 | 0.0% | 0.0% | 128 | +1,300 | 4.89% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,572 | 1,339 | 0.0% | 0.0% | 129 | +109 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Added to | 27,300 | 1,325 | 0.0% | 0.0% | 130 | +7,800 | 40.0% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 26,490 | 1,286 | 0.01% | 0.01% | 131 | -575 | -2.12% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 26,327 | 1,278 | 0.0% | 0.0% | 132 | +3,320 | 14.43% | Q4 2025 | Jan 26, 2026 |
| Arizona State Retirement System | History | Reduced | 26,295 | 1,276 | 0.01% | 0.01% | 133 | -1,564 | -5.61% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | New | 25,358 | 1,231 | 0.0% | — | 134 | +25,358 | New | Q4 2025 | Mar 09, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 25,070 | 1,217 | 0.28% | 0.33% | 136 | -3,455 | -12.11% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,077 | 1,217 | 0.0% | 0.0% | 135 | -1,033 | -3.96% | Q4 2025 | Feb 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 24,687 | 1,198 | 0.0% | 0.0% | 137 | +1,766 | 7.7% | Q4 2025 | Jan 30, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 24,229 | 1,176 | 0.12% | 0.13% | 138 | +1,646 | 7.29% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 23,749 | 1,153 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,694 | 1,150 | 0.0% | 0.0% | 140 | -1,820 | -7.13% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 23,598 | 1,145 | 0.0% | 0.0% | 141 | -3,285 | -12.22% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 23,486 | 1,140 | 0.0% | 0.0% | 142 | -13,934 | -37.24% | Q4 2025 | Feb 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 23,444 | 1,138 | 0.39% | 0.42% | 143 | -176 | -0.75% | Q4 2025 | Jan 07, 2026 |
| ALTFEST L J & CO INC | History | New | 23,392 | 1,135 | 0.12% | — | 144 | +23,392 | New | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 22,432 | 1,089 | 0.0% | 0.0% | 145 | -3,611 | -13.87% | Q4 2025 | Feb 17, 2026 |
| Mork Capital Management, LLC | History | New | 22,250 | 1,080 | 0.66% | — | 146 | +22,250 | New | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 22,200 | 1,078 | 0.01% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 22,086 | 1,072 | 0.38% | 0.46% | 148 | +1,015 | 4.82% | Q4 2025 | Jan 27, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 21,155 | 1,043 | 0.0% | 0.02% | 149 | -326,409 | -93.91% | Q4 2025 | Feb 18, 2026 |
| INTERCAPITAL, LLC | History | New | 20,500 | 995 | 0.35% | — | 150 | +20,500 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,325 | 987 | 0.0% | 0.0% | 151 | +8,747 | 75.55% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 20,200 | 980 | 0.0% | 0.0% | 152 | +500 | 2.54% | Q4 2025 | Jan 28, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 20,139 | 977 | 0.11% | 0.12% | 153 | +1,041 | 5.45% | Q4 2025 | Jan 26, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Reduced | 18,608 | 903 | 0.04% | 0.06% | 154 | -4,255 | -18.61% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 18,500 | 898 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 17,622 | 855 | 0.02% | — | 156 | +17,622 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 31,154 | 854 | 0.13% | 0.13% | 157 | +596 | 1.95% | Q4 2025 | Feb 10, 2026 |
| Atom Investors LP | History | Reduced | 17,437 | 846 | 0.07% | 0.15% | 158 | -19,704 | -53.05% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,468 | 799 | 0.0% | — | 159 | +16,468 | New | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 16,153 | 784 | 0.04% | — | 160 | +16,153 | New | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 16,079 | 780 | 0.05% | 0.05% | 161 | -24 | -0.15% | Q4 2025 | Jan 15, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 15,715 | 763 | 0.12% | 0.12% | 162 | +1,625 | 11.53% | Q4 2025 | Jan 12, 2026 |
| Future Fund LLC | History | Reduced | 14,807 | 719 | 0.23% | 0.31% | 163 | -2,016 | -11.98% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 14,752 | 716 | 0.0% | 0.0% | 164 | +1,043 | 7.61% | Q4 2025 | Jan 29, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 14,563 | 707 | 0.28% | 0.29% | 165 | -1,077 | -6.89% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,475 | 703 | 0.0% | 0.0% | 166 | -15,275 | -51.34% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 13,421 | 651 | 0.0% | 0.01% | 167 | -3,157 | -19.04% | Q4 2025 | Jan 16, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 12,963 | 629 | 0.02% | 0.03% | 168 | -136 | -1.04% | Q4 2025 | Jan 14, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 12,795 | 621 | 0.16% | 0.18% | 169 | +455 | 3.69% | Q4 2025 | Jan 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 12,307 | 597 | 0.0% | 0.0% | 170 | -6,059 | -32.99% | Q4 2025 | Feb 13, 2026 |
| LAWOOD & CO | History | New | 12,070 | 586 | 0.56% | — | 171 | +12,070 | New | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 11,983 | 581 | 0.0% | 0.0% | 172 | +1,703 | 16.57% | Q4 2025 | Jan 30, 2026 |
| Caption Management, LLC | History | No change | 11,900 | 577 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | Reduced | 11,878 | 576 | 0.08% | 0.09% | 174 | -21 | -0.18% | Q4 2025 | Feb 17, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 11,595 | 563 | 0.01% | — | 175 | +11,595 | New | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 11,307 | 549 | 0.0% | 0.0% | 176 | +8,507 | 303.82% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,060 | 537 | 0.01% | 0.01% | 177 | +8 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 10,822 | 525 | 0.01% | 0.01% | 178 | -61 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,899 | 480 | 0.0% | 0.0% | 179 | +2,970 | 42.86% | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,749 | 473 | 0.0% | 0.0% | 180 | +1,402 | 16.8% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | New | 9,665 | 469 | 0.18% | — | 181 | +9,665 | New | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 9,620 | 467 | 0.0% | — | 182 | +9,620 | New | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 9,501 | 461 | 0.02% | — | 183 | +9,501 | New | Q4 2025 | Feb 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 9,234 | 448 | 0.05% | 0.06% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,556 | 435 | 0.0% | 0.0% | 185 | -515 | -5.68% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,825 | 428 | 0.0% | 0.0% | 186 | +1,354 | 18.12% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,736 | 424 | 0.0% | 0.0% | 187 | -2,238 | -20.39% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,586 | 416 | 0.0% | 0.0% | 188 | +685 | 8.67% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,514 | 413 | 0.0% | 0.0% | 189 | +4,234 | 98.93% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 8,433 | 409 | 0.01% | 0.01% | 190 | -1,642 | -16.3% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,342 | 405 | 0.0% | 0.0% | 191 | +100 | 1.21% | Q4 2025 | Jan 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,207 | 398 | 0.0% | 0.0% | 192 | -1,076 | -11.59% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | No change | 8,125 | 394 | 0.02% | 0.03% | 193 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,909 | 384 | 0.01% | 0.0% | 194 | +3,988 | 101.71% | Q4 2025 | Jan 27, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 7,775 | 377 | 0.02% | — | 195 | +7,775 | New | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | New | 7,700 | 373 | 0.0% | — | 196 | +7,700 | New | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,695 | 373 | 0.03% | 0.04% | 197 | -1,780 | -18.79% | Q4 2025 | Feb 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 7,674 | 372 | 0.14% | 0.17% | 198 | -93 | -1.2% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,484 | 363 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | Reduced | 7,463 | 362 | 0.1% | 0.17% | 200 | -6,122 | -45.06% | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | No change | 7,441 | 361 | 0.09% | 0.1% | 201 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vestcor Inc | History | No change | 7,135 | 346 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Added to | 6,983 | 339 | 0.0% | 0.0% | 203 | +991 | 16.54% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,862 | 333 | 0.0% | 0.0% | 204 | +2,106 | 44.28% | Q4 2025 | Mar 16, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 6,688 | 324 | 0.2% | 0.21% | 205 | +307 | 4.81% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,496 | 315 | 0.0% | 0.0% | 206 | +1,158 | 21.69% | Q4 2025 | Feb 05, 2026 |
| XPONANCE LLC | History | Added to | 6,454 | 313 | 0.0% | 0.0% | 207 | +232 | 3.73% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,390 | 310 | 0.0% | 0.0% | 208 | -3,628 | -36.21% | Q4 2025 | Feb 10, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 6,397 | 310 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | New | 6,216 | 301 | 0.07% | — | 210 | +6,216 | New | Q4 2025 | Feb 10, 2026 |
| Bayforest Capital Ltd | History | New | 6,078 | 295 | 0.22% | — | 211 | +6,078 | New | Q4 2025 | Jan 27, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 6,064 | 294 | 0.0% | — | 212 | +6,064 | New | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 6,036 | 293 | 0.01% | 0.02% | 213 | -244 | -3.89% | Q4 2025 | Feb 17, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 5,916 | 287 | 0.03% | 0.03% | 214 | -86 | -1.43% | Q4 2025 | Jan 07, 2026 |
| Amundi | History | New | 5,734 | 278 | 0.0% | — | 215 | +5,734 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,538 | 268 | 0.01% | 0.02% | 216 | +38 | 0.69% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Reduced | 5,469 | 265 | 0.01% | 0.02% | 217 | -3,132 | -36.41% | Q4 2025 | Jan 20, 2026 |
| Utah Retirement Systems | History | No change | 4,911 | 238 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1492 Capital Management LLC | History | New | 4,863 | 236 | 0.09% | — | 219 | +4,863 | New | Q4 2025 | Feb 10, 2026 |
| Mach-1 Financial Group, LLC | History | New | 4,853 | 235 | 0.05% | — | 220 | +4,853 | New | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,820 | 234 | 0.0% | 0.0% | 221 | +140 | 2.99% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,740 | 230 | 0.0% | 0.0% | 222 | +4,358 | 1140.84% | Q4 2025 | Feb 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,700 | 228 | 0.0% | 0.0% | 223 | -5,750 | -55.02% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 4,675 | 227 | 0.0% | 0.0% | 224 | -141 | -2.93% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 4,600 | 223 | 0.0% | 2.03% | 225 | -3,700 | -44.58% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 4,603 | 223 | 0.04% | 0.05% | 226 | -730 | -13.69% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,587 | 222 | 0.0% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,524 | 219 | 0.0% | 0.0% | 229 | -8,717 | -65.83% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,515 | 219 | 0.0% | 0.0% | 228 | -97 | -2.1% | Q4 2025 | Feb 13, 2026 |
| King Wealth Management Group | History | No change | 4,500 | 219 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lazard Freres Gestion S.A.S. | History | No change | 4,500 | 218 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,459 | 216 | 0.0% | 0.0% | 232 | +3,656 | 455.29% | Q4 2025 | Feb 18, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,416 | 214 | 0.0% | — | 233 | +4,416 | New | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,355 | 211 | 0.0% | — | 234 | +4,355 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Reduced | 4,292 | 208 | 0.0% | 0.0% | 235 | -247 | -5.44% | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Added to | 3,922 | 190 | 0.01% | 0.01% | 236 | +27 | 0.69% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Added to | 3,673 | 178 | 0.02% | 0.0% | 237 | +2,863 | 353.46% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,450 | 167 | 0.0% | 0.0% | 238 | -202 | -5.53% | Q4 2025 | Feb 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,000 | 145 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 2,989 | 145 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,294 | 111 | 0.0% | 0.0% | 241 | +353 | 18.19% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Reduced | 2,042 | 99 | 0.0% | 0.0% | 242 | -247 | -10.79% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,840 | 89 | 0.0% | 0.0% | 243 | +10 | 0.55% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,564 | 76 | 0.0% | — | 244 | +1,564 | New | Q4 2025 | Feb 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 1,550 | 75 | 0.01% | — | 245 | +1,550 | New | Q4 2025 | Jan 22, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 1,550 | 75 | 0.03% | 0.04% | 246 | -31 | -1.96% | Q4 2025 | Jan 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,420 | 68 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 1,397 | 67 | 0.0% | 0.0% | 248 | +104 | 8.04% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,335 | 64 | 0.0% | 0.0% | 249 | -100 | -6.97% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,306 | 63 | 0.0% | 0.0% | 250 | -282 | -17.76% | Q4 2025 | Jan 30, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | Reduced | 1,240 | 60 | 0.04% | 0.12% | 251 | -1,860 | -60.0% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,160 | 56 | 0.0% | 0.0% | 252 | +69 | 6.32% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 1,136 | 55 | 0.0% | 0.0% | 253 | +133 | 13.26% | Q4 2025 | Jan 05, 2026 |
| Roxbury Financial LLC | History | No change | 1,034 | 50 | 0.04% | 0.05% | 254 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 997 | 48 | 0.0% | 0.0% | 255 | -125 | -11.14% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 980 | 47 | 0.0% | 0.0% | 256 | +157 | 19.08% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 897 | 43 | 0.0% | 0.0% | 257 | -20 | -2.18% | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 822 | 39 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 815 | 39 | 0.01% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 800 | 38 | 0.0% | 0.0% | 260 | -7,201 | -90.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 800 | 38 | 0.01% | — | 261 | +800 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 720 | 34 | 0.0% | 0.0% | 262 | -514 | -41.65% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | No change | 700 | 33 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 651 | 31 | 0.03% | — | 266 | +651 | New | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 590 | 31 | 0.0% | 0.0% | 264 | +220 | 59.46% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Reduced | 645 | 31 | 0.02% | 0.02% | 265 | -134 | -17.2% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 612 | 29 | 0.0% | 0.0% | 267 | +94 | 18.15% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | New | 541 | 26 | 0.0% | — | 268 | +541 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 519 | 25 | 0.0% | — | 270 | +519 | New | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | Added to | 515 | 25 | 0.0% | 0.0% | 269 | +5 | 0.98% | Q4 2025 | Feb 26, 2026 |
| SageView Advisory Group, LLC | History | New | 497 | 24 | 0.0% | — | 272 | +497 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 497 | 24 | 0.0% | 0.0% | 271 | -450 | -47.52% | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 458 | 22 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | No change | 424 | 21 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 434 | 21 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 430 | 20 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 430 | 20 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 406 | 19 | 0.0% | 0.0% | 280 | +151 | 59.22% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 400 | 19 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 19 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 410 | 19 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Manchester Capital Management LLC | History | No change | 366 | 17 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 317 | 15 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 14 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 230 | 11 | 0.0% | 0.0% | 286 | +13 | 5.99% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 231 | 11 | 0.0% | 0.0% | 285 | +10 | 4.52% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 222 | 10 | 0.0% | 0.0% | 287 | +65 | 41.4% | Q4 2025 | Feb 09, 2026 |
| FIL Ltd | History | Added to | 205 | 9 | 0.0% | 0.0% | 288 | +106 | 107.07% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 199 | 9 | 0.0% | 0.0% | 290 | +18 | 9.94% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 9 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 195 | 9 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 167 | 8 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 143 | 7 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Boreal Capital Management LLC | History | No change | 154 | 7 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Advisors LLC | History | New | 120 | 5 | 0.0% | — | 295 | +120 | New | Q4 2025 | Jan 30, 2026 |
| Advocate Investing Services LLC | History | New | 100 | 4 | 0.0% | — | 299 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | Added to | 89 | 4 | 0.0% | 0.0% | 298 | +44 | 97.78% | Q4 2025 | Jan 29, 2026 |
| Clearstead Trust, LLC | History | Added to | 95 | 4 | 0.0% | 0.0% | 296 | +11 | 13.1% | Q4 2025 | Feb 09, 2026 |
| GoalVest Advisory LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Global Wealth Strategies & Associates | History | New | 74 | 3 | 0.0% | — | 301 | +74 | New | Q4 2025 | Jan 02, 2026 |
| True Wealth Design, LLC | History | Added to | 75 | 3 | 0.0% | — | 302 | +63 | 525.0% | Q4 2025 | Jan 08, 2026 |
| City State Bank | History | No change | 75 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Kilter Group LLC | History | New | 59 | 2 | 0.0% | — | 306 | +59 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 51 | 2 | 0.0% | — | 308 | +51 | New | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 45 | 2 | 0.0% | 0.0% | 305 | -1 | -2.17% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 61 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Curat Global, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 40 | 1 | 0.0% | — | 316 | +40 | New | Q4 2025 | Jan 30, 2026 |
| Westside Investment Management, Inc. | History | New | 30 | 1 | 0.0% | — | 312 | +30 | New | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | New | 12 | 1 | 0.0% | — | 314 | +12 | New | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Added to | 35 | 1 | 0.0% | 0.0% | 315 | +7 | 25.0% | Q4 2025 | Jan 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 310 | -4 | -12.5% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Added to | 27 | 1 | 0.0% | 0.0% | 313 | +4 | 17.39% | Q4 2025 | Feb 06, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 317 | -3 | -9.09% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | No change | 31 | 1 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 22 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | No change | 35 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -344,843 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -183,520 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -124,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,021 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -31,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.02% | — | -28,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,919 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,710 | -100.0% | Q3 2025 | Nov 06, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -11,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,175 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,063 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,669 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,505 | -100.0% | Q3 2025 | Jan 26, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.14% | — | -7,556 | -100.0% | Q3 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,462 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -6,366 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,101 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,533 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,220 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,090 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,083 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UHLMANN PRICE SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,900 | -100.0% | Q3 2025 | Nov 07, 2025 |
| one8zero8, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,900 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -2,729 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,682 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,063 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -834 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -800 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -632 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -277 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 24, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Key Capital Management, INC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 26, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -10 | -41.67% | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q4 2025 | Feb 02, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 8 | 0 | — | — | — | -3 | -27.27% | Q4 2025 | Jan 16, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q4 2025 | Jan 28, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Jan 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |