Liberty Energy Inc. - LBRT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 24,375,784 | 449,976 | 0.01% | 0.01% | 1 | +195,827 | 0.81% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 18,096,443 | 334,060 | 0.0% | 0.0% | 2 | +97,998 | 0.54% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 8,802,399 | 162,494 | 0.03% | 0.02% | 3 | +189,829 | 2.2% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 7,223,346 | 133,342 | 0.07% | 0.05% | 4 | -586,044 | -7.5% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 6,875,681 | 126,925 | 0.0% | 0.0% | 5 | -114,638 | -1.64% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,770,967 | 88,072 | 0.02% | 0.03% | 6 | -3,804,873 | -44.37% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,796,718 | 70,097 | 0.0% | 0.0% | 7 | +414 | 0.01% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 3,422,303 | 63,176 | 0.1% | — | 8 | +3,422,303 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,287,466 | 60,686 | 0.03% | 0.01% | 9 | +2,132,685 | 184.68% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,213,185 | 59,315 | 0.01% | 0.01% | 10 | +131,278 | 4.26% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 2,874,860 | 53,069 | 0.09% | 0.03% | 11 | +1,344,999 | 87.92% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,433,856 | 44,929 | 0.04% | 0.02% | 12 | +631,095 | 35.01% | Q4 2025 | Feb 13, 2026 |
| Callodine Capital Management, LP | History | Added to | 2,288,934 | 42,253 | 3.39% | 2.26% | 13 | +199,651 | 9.56% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,975,496 | 36,467 | 0.01% | 0.01% | 14 | -713,571 | -26.54% | Q4 2025 | Feb 10, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | New | 1,970,459 | 36,393 | 0.57% | — | 15 | +1,970,459 | New | Q4 2025 | Feb 13, 2026 |
| Goodlander Investment Management, LLC | History | New | 1,950,000 | 35,997 | 13.75% | — | 16 | +1,950,000 | New | Q4 2025 | Feb 17, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Reduced | 1,757,535 | 32,444 | 1.47% | 0.68% | 17 | -52,494 | -2.9% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,690,762 | 31,211 | 0.0% | 0.0% | 18 | +366,600 | 27.69% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Added to | 1,689,859 | 31,194 | 0.07% | 0.0% | 19 | +1,559,140 | 1192.74% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,616,828 | 29,846 | 0.0% | 0.0% | 20 | -35,600 | -2.15% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,547,181 | 28,560 | 0.0% | 0.0% | 21 | -77,152 | -4.75% | Q4 2025 | Feb 17, 2026 |
| Webs Creek Capital Management LP | History | New | 1,518,300 | 28,027 | 5.02% | — | 22 | +1,518,300 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,454,897 | 26,857 | 0.02% | — | 23 | +1,454,897 | New | Q4 2025 | Feb 13, 2026 |
| Forest Avenue Capital Management LP | History | New | 1,384,217 | 25,552 | 1.68% | — | 24 | +1,384,217 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,325,687 | 24,472 | 0.01% | 0.01% | 25 | +198,490 | 17.61% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,319,696 | 24,361 | 0.02% | 0.01% | 26 | +323,817 | 32.52% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 1,238,961 | 22,871 | 0.48% | 0.31% | 27 | +69,780 | 5.97% | Q4 2025 | Feb 17, 2026 |
| Empyrean Capital Partners, LP | History | New | 1,200,000 | 22,152 | 0.77% | — | 28 | +1,200,000 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,145,142 | 21,139 | 0.01% | 0.01% | 29 | +124,235 | 12.17% | Q4 2025 | Feb 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,119,309 | 20,662 | 0.03% | 0.04% | 30 | -1,634,048 | -59.35% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,081,370 | 19,962 | 0.02% | 0.03% | 31 | -512,368 | -32.15% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,074,464 | 19,834 | 0.0% | 0.0% | 32 | +99,851 | 10.25% | Q4 2025 | Feb 19, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,020,467 | 18,838 | 0.01% | 0.01% | 33 | -536,471 | -34.46% | Q4 2025 | Feb 19, 2026 |
| Sourcerock Group LLC | History | New | 1,002,402 | 18,504 | 1.03% | — | 34 | +1,002,402 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 975,004 | 18,408 | 0.03% | 0.03% | 35 | -732,913 | -42.91% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Reduced | 994,768 | 18,363 | 0.0% | 0.0% | 36 | -3,301,729 | -76.85% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 967,894 | 17,867 | 0.02% | — | 37 | +967,894 | New | Q4 2025 | Feb 13, 2026 |
| Merewether Investment Management, LP | History | New | 951,092 | 17,557 | 0.4% | — | 38 | +951,092 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 950,842 | 17,552 | 0.0% | 0.0% | 39 | -925,601 | -49.33% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Added to | 916,637 | 16,921 | 0.29% | 0.08% | 40 | +261,436 | 39.9% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 906,820 | 16,739 | 0.08% | — | 41 | +906,820 | New | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Reduced | 906,608 | 16,736 | 0.32% | 0.25% | 42 | -146,834 | -13.94% | Q4 2025 | Feb 12, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | Added to | 893,782 | 16,499 | 0.76% | 0.17% | 43 | +602,107 | 206.43% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 822,959 | 15,193 | 0.02% | 0.0% | 44 | +644,545 | 361.26% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 790,706 | 14,596 | 0.0% | 0.0% | 45 | +133,167 | 20.25% | Q4 2025 | Jan 29, 2026 |
| GENDELL JEFFREY L | History | Reduced | 771,289 | 14,237 | 0.25% | 0.2% | 46 | -117,316 | -13.2% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 766,269 | 14,145 | 0.0% | 0.0% | 47 | -930,580 | -54.84% | Q4 2025 | Mar 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 752,070 | 13,883 | 0.0% | 0.0% | 48 | -102,841 | -12.03% | Q4 2025 | Feb 10, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | New | 707,513 | 13,060 | 0.09% | — | 49 | +707,513 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 702,231 | 12,963 | 0.01% | 0.01% | 50 | -362,743 | -34.06% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 680,781 | 12,567 | 0.0% | 0.0% | 51 | +233,564 | 52.23% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 679,940 | 12,551 | 0.0% | 0.0% | 52 | -87,316 | -11.38% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 637,467 | 11,767 | 0.01% | 0.0% | 53 | +405,661 | 175.0% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 599,562 | 11,081 | 0.09% | — | 54 | +599,562 | New | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 581,190 | 10,728 | 0.11% | 0.06% | 55 | +57,732 | 11.03% | Q4 2025 | Feb 09, 2026 |
| TOWLE & CO | History | Reduced | 580,336 | 10,713 | 2.83% | 1.9% | 56 | -29,319 | -4.81% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 570,790 | 10,536 | 0.03% | 0.03% | 57 | -88,730 | -13.45% | Q4 2025 | Feb 17, 2026 |
| Situational Awareness LP | History | New | 567,200 | 10,470 | 0.19% | — | 58 | +567,200 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 562,861 | 10,390 | 0.0% | 0.0% | 59 | +93,272 | 19.86% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 560,515 | 10,347 | 0.03% | 0.03% | 60 | -71,242 | -11.28% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 546,142 | 10,081 | 0.0% | 0.0% | 61 | +21,554 | 4.11% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 532,418 | 9,828 | 0.0% | 0.0% | 62 | -142,161 | -21.07% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | New | 513,742 | 9,483 | 0.75% | — | 63 | +513,742 | New | Q4 2025 | Feb 17, 2026 |
| Nishkama Capital, LLC | History | New | 494,991 | 9,137 | 0.37% | — | 64 | +494,991 | New | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 477,837 | 8,820 | 0.02% | 0.02% | 65 | -155,462 | -24.55% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 472,576 | 8,723 | 0.0% | 0.0% | 66 | +313,226 | 196.56% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 462,202 | 8,532 | 0.01% | 0.0% | 67 | -13,141 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Clearline Capital LP | History | New | 444,453 | 8,204 | 0.4% | — | 68 | +444,453 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 442,590 | 8,170 | 0.0% | 0.01% | 69 | -1,331,589 | -75.05% | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 435,456 | 8,038 | 0.1% | 0.09% | 70 | -164,444 | -27.41% | Q4 2025 | Feb 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 433,737 | 8,006 | 0.01% | 0.0% | 71 | -27,896 | -6.04% | Q4 2025 | Feb 13, 2026 |
| Aventail Capital Group, LP | History | Added to | 409,502 | 7,559 | 0.44% | 0.19% | 72 | +74,865 | 22.37% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 396,741 | 7,323 | 0.01% | 0.0% | 73 | +112,262 | 39.46% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 390,437 | 7,207 | 0.0% | 0.0% | 74 | -3,003 | -0.76% | Q4 2025 | Feb 09, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 390,000 | 7,199 | 0.22% | 0.09% | 75 | +140,000 | 56.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 384,450 | 7,096 | 0.0% | 0.0% | 76 | -139,824 | -26.67% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 348,225 | 6,428 | 0.05% | — | 77 | +348,225 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 346,639 | 6,398 | 0.0% | 0.0% | 78 | +257,166 | 287.42% | Q4 2025 | Feb 17, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 342,711 | 6,326 | 0.09% | 0.05% | 79 | -4,115 | -1.19% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 341,817 | 6,309 | 0.0% | 0.0% | 80 | +4,199 | 1.24% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 319,300 | 5,894 | 0.0% | 0.0% | 81 | +21,100 | 7.08% | Q4 2025 | Feb 12, 2026 |
| LMR Partners LLP | History | New | 315,081 | 5,816 | 0.01% | — | 82 | +315,081 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 314,800 | 5,811 | 0.01% | 0.01% | 83 | -80,950 | -20.45% | Q4 2025 | Feb 12, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 301,984 | 5,574 | 0.17% | 0.12% | 84 | -14,962 | -4.72% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 289,307 | 5,340 | 0.0% | 0.0% | 85 | +6,125 | 2.16% | Q4 2025 | Feb 13, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 262,580 | 4,847 | 1.02% | 0.74% | 86 | -68,200 | -20.62% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 251,851 | 4,649 | 0.0% | 0.0% | 87 | -21,407 | -7.83% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 247,903 | 4,576 | 0.01% | 0.01% | 88 | -155,900 | -38.61% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 222,648 | 4,110 | 0.0% | 0.0% | 89 | +64,883 | 41.13% | Q4 2025 | Feb 13, 2026 |
| Corigliano Investment Advisers, LLC | History | New | 207,600 | 3,832 | 1.36% | — | 90 | +207,600 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 191,205 | 3,529 | 0.01% | 0.0% | 91 | +150,556 | 370.38% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 183,700 | 3,391 | 0.0% | 0.0% | 92 | +20,600 | 12.63% | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | New | 181,129 | 3,343 | 0.04% | — | 93 | +181,129 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 180,393 | 3,330 | 0.0% | — | 94 | +180,393 | New | Q4 2025 | Feb 10, 2026 |
| SIR Capital Management, L.P. | History | New | 178,200 | 3,289 | 0.36% | — | 95 | +178,200 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 177,398 | 3,274 | 0.0% | 0.0% | 96 | +32,139 | 22.13% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 174,270 | 3,217 | 0.0% | 0.0% | 97 | +64,759 | 59.13% | Q4 2025 | Feb 11, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 174,315 | 3,217 | 0.09% | 0.08% | 98 | -59,945 | -25.59% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 170,372 | 3,145 | 0.0% | 0.0% | 99 | -15,512 | -8.34% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 168,800 | 3,116 | 0.01% | 0.0% | 100 | +92,900 | 122.4% | Q4 2025 | Feb 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 156,617 | 2,892 | 0.0% | 0.0% | 101 | +7,051 | 4.71% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 156,355 | 2,886 | 0.0% | 0.0% | 102 | -10,071 | -6.05% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 155,495 | 2,870 | 0.13% | 0.18% | 103 | -230,762 | -59.74% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 153,465 | 2,832 | 0.0% | 0.0% | 104 | -25,046 | -14.03% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 150,539 | 2,778 | 0.0% | 0.0% | 105 | +95,044 | 171.27% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 150,017 | 2,769 | 0.01% | 0.01% | 106 | -3,241 | -2.11% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 147,292 | 2,730 | 0.0% | 0.0% | 107 | -117 | -0.08% | Q4 2025 | Jan 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 144,552 | 2,669 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 141,545 | 2,613 | 0.0% | 0.0% | 109 | +2,438 | 1.75% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | New | 138,729 | 2,560 | 0.0% | — | 110 | +138,729 | New | Q4 2025 | Feb 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 133,038 | 2,455 | 0.14% | 0.1% | 111 | -3,067 | -2.25% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 123,172 | 2,273 | 0.13% | — | 112 | +123,172 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 121,785 | 2,248 | 0.0% | 0.0% | 113 | -6,573 | -5.12% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 121,721 | 2,246 | 0.04% | 0.03% | 114 | -4,327 | -3.43% | Q4 2025 | Jan 22, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | New | 117,713 | 2,200 | 0.47% | — | 115 | +117,713 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 118,326 | 2,185 | 0.0% | 0.0% | 116 | -47,578 | -28.68% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 114,443 | 2,112 | 0.01% | 0.01% | 117 | -153,875 | -57.35% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 111,292 | 2,054 | 0.0% | 0.0% | 118 | -5,548 | -4.75% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 108,180 | 1,996 | 0.01% | 0.01% | 119 | +44 | 0.04% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 107,019 | 1,975 | 0.02% | — | 120 | +107,019 | New | Q4 2025 | Feb 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 106,793 | 1,971 | 0.54% | 0.41% | 121 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 106,700 | 1,969 | 0.0% | 0.0% | 122 | +44,200 | 70.72% | Q4 2025 | Jan 29, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 106,379 | 1,963 | 0.01% | 0.01% | 123 | -1,391 | -1.29% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 104,213 | 1,956 | 0.29% | 0.12% | 124 | +41,163 | 65.29% | Q4 2025 | Jan 27, 2026 |
| Quantbot Technologies LP | History | New | 105,780 | 1,952 | 0.06% | — | 125 | +105,780 | New | Q4 2025 | Feb 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 105,538 | 1,948 | 0.03% | 0.02% | 126 | -7,153 | -6.35% | Q4 2025 | Feb 17, 2026 |
| Turas Capital Management LP | History | New | 100,200 | 1,849 | 0.62% | — | 127 | +100,200 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 97,268 | 1,795 | 0.0% | 0.01% | 128 | -310,632 | -76.15% | Q4 2025 | Feb 17, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 96,234 | 1,776 | 0.05% | 0.04% | 129 | -8,906 | -8.47% | Q4 2025 | Jan 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 92,743 | 1,712 | 0.0% | 0.0% | 130 | -111,364 | -54.56% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 90,081 | 1,662 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GMT CAPITAL CORP | History | No change | 89,274 | 1,647 | 0.09% | 0.05% | 132 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 87,496 | 1,614 | 0.02% | 0.02% | 133 | -72,022 | -45.15% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 81,382 | 1,546 | 0.0% | 0.0% | 134 | +2,836 | 3.61% | Q4 2025 | Jan 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 81,577 | 1,505 | 0.05% | 0.05% | 135 | -32,202 | -28.3% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | New | 81,152 | 1,498 | 0.04% | — | 136 | +81,152 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 80,700 | 1,490 | 0.0% | 0.0% | 137 | +27,000 | 50.28% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 78,437 | 1,447 | 0.0% | 0.0% | 138 | -12,675 | -13.91% | Q4 2025 | Feb 02, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 77,516 | 1,430 | 0.02% | 0.01% | 139 | -10,236 | -11.66% | Q4 2025 | Feb 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 76,815 | 1,418 | 0.22% | — | 140 | +76,815 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 108,888 | 1,397 | 0.0% | 0.0% | 141 | +1,493 | 1.39% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 75,420 | 1,392 | 0.04% | 0.03% | 142 | -65 | -0.09% | Q4 2025 | Jan 12, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 75,000 | 1,384 | 0.58% | 0.77% | 143 | -80,000 | -51.61% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 74,200 | 1,369 | 0.02% | 0.02% | 144 | -200 | -0.27% | Q4 2025 | Jan 16, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 73,715 | 1,360 | 0.0% | 0.0% | 145 | -13,641 | -15.62% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 73,359 | 1,354 | 0.0% | 0.0% | 146 | -66 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 71,467 | 1,319 | 0.01% | 0.03% | 147 | -462,392 | -86.61% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 68,608 | 1,266 | 0.03% | 0.02% | 148 | -96 | -0.14% | Q4 2025 | Feb 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 68,455 | 1,263 | 0.0% | 0.0% | 149 | -34,633 | -33.6% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 67,918 | 1,253 | 0.71% | 0.49% | 150 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kerrisdale Advisers, LLC | History | New | 63,805 | 1,177 | 0.55% | — | 152 | +63,805 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 63,776 | 1,177 | 0.0% | 0.0% | 151 | +782 | 1.24% | Q4 2025 | Feb 11, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 62,882 | 1,160 | 0.01% | 0.01% | 153 | -11,613 | -15.59% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 62,572 | 1,155 | 0.02% | 0.02% | 154 | -32,939 | -34.49% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | New | 60,711 | 1,120 | 0.0% | — | 155 | +60,711 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 58,936 | 1,088 | 0.08% | 0.05% | 156 | +11,481 | 24.19% | Q4 2025 | Jan 20, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 42,953 | 1,083 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 58,384 | 1,077 | 0.01% | 0.01% | 158 | +3,427 | 6.24% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 56,485 | 1,044 | 0.0% | — | 159 | +56,485 | New | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Reduced | 55,000 | 1,015 | 0.01% | 0.01% | 160 | -5,000 | -8.33% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 53,678 | 990 | 0.01% | 0.01% | 161 | -14,864 | -21.69% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 52,337 | 966 | 0.0% | 0.0% | 162 | +4,069 | 8.43% | Q4 2025 | Jan 26, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 47,430 | 954 | 0.01% | 0.01% | 163 | -6,907 | -12.71% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 51,260 | 946 | 0.0% | 0.0% | 164 | -505,530 | -90.79% | Q4 2025 | Feb 18, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 51,175 | 944 | 0.0% | 0.0% | 165 | -33,425 | -39.51% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 50,787 | 937 | 0.0% | 0.0% | 166 | -6,901 | -11.96% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 49,986 | 922 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 49,738 | 918 | 0.0% | 0.0% | 168 | -78,643 | -61.26% | Q4 2025 | Feb 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 48,745 | 899 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QSV Equity Investors LLC | History | Reduced | 48,552 | 896 | 1.33% | 1.19% | 170 | -45,893 | -48.59% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 35,434 | 873 | 0.0% | 0.0% | 171 | -23,544 | -39.92% | Q4 2025 | Feb 18, 2026 |
| AMALGAMATED BANK | History | Added to | 46,932 | 866 | 0.01% | 0.0% | 172 | +17 | 0.04% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Added to | 46,642 | 861 | 0.02% | 0.02% | 173 | +22,885 | 96.33% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | New | 45,627 | 842 | 0.07% | — | 174 | +45,627 | New | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 45,011 | 830 | 0.0% | 0.0% | 175 | -517 | -1.14% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 43,726 | 807 | 0.01% | 0.0% | 176 | -40 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Laurion Capital Management LP | History | New | 43,279 | 798 | 0.03% | — | 177 | +43,279 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 43,027 | 794 | 0.01% | — | 178 | +43,027 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 42,586 | 786 | 0.01% | 0.0% | 179 | -2,491 | -5.53% | Q4 2025 | Jan 05, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 41,068 | 758 | 0.02% | 0.02% | 180 | -990 | -2.35% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 40,812 | 753 | 0.01% | 0.0% | 181 | -5,344 | -11.58% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 40,098 | 740 | 0.0% | 0.0% | 182 | -1,148 | -2.78% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 39,070 | 721 | 0.0% | 0.0% | 183 | -14,497 | -27.06% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 38,663 | 714 | 0.0% | 0.0% | 184 | +12,994 | 50.62% | Q4 2025 | Feb 10, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | New | 38,141 | 704 | 0.16% | — | 185 | +38,141 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 37,400 | 690 | 0.0% | 0.0% | 186 | +16,079 | 75.41% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 37,295 | 688 | 0.0% | 0.0% | 187 | -9,962 | -21.08% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 37,085 | 684 | 0.01% | 0.01% | 188 | +600 | 1.64% | Q4 2025 | Feb 04, 2026 |
| Hudson Bay Capital Management LP | History | New | 36,300 | 670 | 0.0% | — | 189 | +36,300 | New | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 36,180 | 667 | 0.05% | — | 190 | +36,180 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 35,003 | 654 | 0.01% | 0.01% | 191 | +234 | 0.67% | Q4 2025 | Jan 23, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 35,290 | 651 | 0.01% | 0.0% | 192 | -8,771 | -19.91% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 35,092 | 647 | 0.02% | — | 193 | +35,092 | New | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | New | 34,748 | 641 | 0.04% | — | 194 | +34,748 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 34,700 | 640 | 0.0% | 0.0% | 195 | -39,100 | -52.98% | Q4 2025 | Jan 28, 2026 |
| Jain Global LLC | History | Reduced | 34,275 | 632 | 0.0% | 0.03% | 196 | -433,582 | -92.67% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 34,100 | 629 | 0.06% | — | 197 | +34,100 | New | Q4 2025 | Jan 30, 2026 |
| Hara Capital LLC | History | No change | 32,549 | 600 | 0.33% | 0.24% | 198 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 31,924 | 589 | 0.0% | 0.0% | 199 | -7,296 | -18.6% | Q4 2025 | Jan 23, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 31,924 | 589 | 0.01% | 0.0% | 200 | -7,296 | -18.6% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 31,827 | 587 | 0.0% | 0.0% | 201 | +2,027 | 6.8% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 31,658 | 584 | 0.01% | 0.01% | 202 | +976 | 3.18% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 31,364 | 581 | 0.0% | 0.0% | 203 | -28,020 | -47.18% | Q4 2025 | Mar 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 31,515 | 581 | 0.0% | 0.0% | 204 | +3,615 | 12.96% | Q4 2025 | Jan 27, 2026 |
| ProShare Advisors LLC | History | Added to | 30,781 | 568 | 0.0% | 0.0% | 205 | +940 | 3.15% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | Reduced | 30,742 | 567 | 0.01% | 0.01% | 206 | -273 | -0.88% | Q4 2025 | Feb 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 30,454 | 562 | 0.0% | 0.0% | 207 | +3,396 | 12.55% | Q4 2025 | Feb 17, 2026 |
| Interval Partners, LP | History | Reduced | 28,892 | 533 | 0.01% | 0.03% | 208 | -128,346 | -81.63% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 27,680 | 510 | 0.0% | 0.0% | 209 | +2,821 | 11.35% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,495 | 470 | 0.0% | 0.0% | 210 | +7,454 | 41.32% | Q4 2025 | Feb 06, 2026 |
| NOMURA HOLDINGS INC | History | New | 23,772 | 438 | 0.0% | — | 211 | +23,772 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 23,760 | 438 | 0.01% | 0.01% | 212 | +477 | 2.05% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 22,623 | 417 | 0.0% | 0.0% | 213 | +10,937 | 93.59% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 22,583 | 416 | 0.0% | 0.0% | 214 | +500 | 2.26% | Q4 2025 | Jan 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,740 | 401 | 0.0% | 0.0% | 215 | +3,639 | 20.1% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 21,114 | 389 | 0.0% | 0.0% | 216 | +6,026 | 39.94% | Q4 2025 | Feb 13, 2026 |
| Central Asset Investments & Management Holdings (HK) Ltd | History | New | 20,300 | 374 | 0.24% | — | 217 | +20,300 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH LANE CAPITAL, LP | History | New | 20,000 | 369 | 0.28% | — | 218 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 19,656 | 362 | 0.06% | 0.04% | 219 | +2,903 | 17.33% | Q4 2025 | Jan 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 19,398 | 358 | 0.01% | 0.0% | 220 | -2,393 | -10.98% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,352 | 357 | 0.0% | 0.0% | 221 | -4,659 | -19.4% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,194 | 354 | 0.01% | 0.0% | 222 | -1,321 | -6.44% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,974 | 350 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 18,871 | 348 | 0.0% | 0.0% | 224 | -3,283 | -14.82% | Q4 2025 | Feb 18, 2026 |
| AlphaQuest LLC | History | Added to | 18,680 | 344 | 0.02% | 0.0% | 225 | +14,296 | 326.09% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 18,512 | 341 | 0.0% | 0.0% | 226 | +370 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 18,071 | 333 | 0.02% | — | 227 | +18,071 | New | Q4 2025 | Jan 15, 2026 |
| Aquatic Capital Management LLC | History | New | 17,867 | 329 | 0.01% | — | 228 | +17,867 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,955 | 312 | 0.0% | 0.0% | 229 | -10,656 | -38.59% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | New | 15,816 | 291 | 0.0% | — | 230 | +15,816 | New | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 15,493 | 286 | 0.0% | 0.0% | 231 | -31 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 14,800 | 273 | 0.04% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,678 | 271 | 0.01% | 0.01% | 233 | +1,831 | 14.25% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,631 | 270 | 0.0% | 0.0% | 234 | +3,107 | 26.96% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 14,205 | 262 | 0.01% | — | 235 | +14,205 | New | Q4 2025 | Jan 27, 2026 |
| Savant Capital, LLC | History | Added to | 13,967 | 257 | 0.0% | 0.0% | 236 | +863 | 6.59% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,204 | 243 | 0.01% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,139 | 242 | 0.0% | 0.01% | 238 | -148,204 | -91.86% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 12,430 | 229 | 0.0% | 0.0% | 239 | +96 | 0.78% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,876 | 219 | 0.0% | 0.0% | 240 | +197 | 1.69% | Q4 2025 | Mar 16, 2026 |
| SG Americas Securities, LLC | History | New | 11,796 | 218 | 0.0% | — | 241 | +11,796 | New | Q4 2025 | Jan 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 11,800 | 217 | 0.0% | 42.99% | 242 | -738,526 | -98.43% | Q4 2025 | Feb 17, 2026 |
| Values First Advisors, Inc. | History | New | 11,426 | 210 | 0.11% | — | 243 | +11,426 | New | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | New | 11,372 | 209 | 0.0% | — | 244 | +11,372 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 11,247 | 207 | 0.0% | — | 245 | +11,247 | New | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 10,456 | 193 | 0.0% | — | 246 | +10,456 | New | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 10,000 | 184 | 0.0% | 0.0% | 247 | -20,000 | -66.67% | Q4 2025 | Feb 17, 2026 |
| OneAscent Investment Solutions LLC | History | New | 10,019 | 184 | 0.19% | — | 248 | +10,019 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,753 | 180 | 0.01% | 0.0% | 249 | +6,354 | 186.94% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,163 | 169 | 0.0% | 0.0% | 250 | -1,780 | -16.27% | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 8,987 | 166 | 0.07% | 0.06% | 251 | -1,233 | -12.06% | Q4 2025 | Mar 09, 2026 |
| Covestor Ltd | History | Added to | 7,847 | 145 | 0.08% | 0.04% | 252 | +1,489 | 23.42% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,480 | 138 | 0.0% | 0.0% | 253 | -30 | -0.4% | Q4 2025 | Feb 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 6,429 | 118 | 0.01% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Itau Unibanco Holding S.A. | History | New | 6,382 | 117 | 0.0% | — | 255 | +6,382 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,647 | 105 | 0.0% | 0.0% | 256 | +1,619 | 40.19% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 5,432 | 100 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,218 | 96 | 0.0% | 0.0% | 258 | -977 | -15.77% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,191 | 95 | 0.0% | 0.0% | 259 | +161 | 3.2% | Q4 2025 | Jan 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 4,989 | 92 | 0.04% | 0.03% | 260 | -383 | -7.13% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 4,976 | 91 | 0.0% | 0.0% | 261 | -4,018 | -44.67% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,510 | 83 | 0.0% | 0.0% | 262 | +177 | 4.08% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 4,360 | 80 | 0.0% | 0.0% | 263 | +1,297 | 42.34% | Q4 2025 | Jan 05, 2026 |
| State of Wyoming | History | Reduced | 3,587 | 66 | 0.01% | 0.01% | 264 | -3,391 | -48.6% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,270 | 60 | 0.0% | 0.0% | 265 | +759 | 30.23% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,969 | 54 | 0.04% | 0.07% | 266 | -9,044 | -75.29% | Q4 2025 | Jan 27, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 2,377 | 43 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 2,200 | 40 | 0.0% | 0.0% | 268 | +1,200 | 120.0% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,140 | 39 | 0.0% | 0.0% | 269 | +610 | 39.87% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,838 | 33 | 0.0% | — | 270 | +1,838 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,719 | 31 | 0.0% | — | 271 | +1,719 | New | Q4 2025 | Feb 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,573 | 29 | 0.0% | — | 274 | +1,573 | New | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,620 | 29 | 0.0% | 0.0% | 272 | +596 | 58.2% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,600 | 29 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,513 | 27 | 0.0% | 0.0% | 276 | +97 | 6.85% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,509 | 27 | 0.0% | 0.0% | 275 | +75 | 5.23% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,286 | 24 | 0.0% | 0.0% | 277 | +715 | 125.22% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 1,225 | 22 | 0.0% | — | 278 | +1,225 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,145 | 21 | 0.0% | 0.0% | 279 | -5,177 | -81.89% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,063 | 19 | 0.0% | 0.0% | 280 | -237 | -18.23% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,005 | 18 | 0.0% | — | 281 | +1,005 | New | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 820 | 15 | 0.0% | 0.0% | 282 | -3,035 | -78.73% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 789 | 14 | 0.0% | — | 285 | +779 | 7790.0% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | New | 763 | 14 | 0.0% | — | 283 | +763 | New | Q4 2025 | Jan 14, 2026 |
| Founders Capital Management | History | No change | 800 | 14 | 0.01% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Reduced | 705 | 13 | 0.0% | 0.0% | 287 | -4,394 | -86.17% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 708 | 13 | 0.0% | 0.0% | 286 | -164 | -18.81% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 627 | 11 | 0.0% | 0.0% | 291 | -18,274 | -96.68% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | Added to | 619 | 11 | 0.0% | 0.0% | 290 | +252 | 68.66% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 629 | 11 | 0.0% | 0.0% | 288 | +122 | 24.06% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 615 | 11 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GoalVest Advisory LLC | History | No change | 620 | 11 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 543 | 10 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 493 | 9 | 0.0% | — | 296 | +493 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 509 | 9 | 0.0% | 0.0% | 297 | +324 | 175.14% | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 352 | 7 | 0.0% | 0.0% | 298 | -197 | -35.88% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 395 | 7 | 0.0% | 0.0% | 299 | +49 | 14.16% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 342 | 6 | 0.0% | 0.0% | 300 | +47 | 15.93% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | Reduced | 272 | 5 | 0.0% | 0.0% | 302 | -106 | -28.04% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 286 | 5 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 176 | 3 | 0.0% | 0.0% | 307 | -274 | -60.89% | Q4 2025 | Feb 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 194 | 3 | 0.0% | — | 303 | +194 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 216 | 3 | 0.0% | 0.0% | 304 | +79 | 57.66% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 175 | 3 | 0.0% | 0.0% | 305 | +30 | 20.69% | Q4 2025 | Jan 29, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 188 | 3 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 135 | 2 | 0.0% | 0.0% | 311 | -409 | -75.18% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 120 | 2 | 0.0% | — | 315 | +120 | New | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 146 | 2 | 0.0% | — | 308 | +109 | 294.59% | Q4 2025 | Jan 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 136 | 2 | 0.0% | — | 313 | +74 | 119.35% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 112 | 2 | 0.0% | — | 312 | +58 | 107.41% | Q4 2025 | Jan 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 135 | 2 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 125 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kilter Group LLC | History | No change | 156 | 2 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 60 | 1 | 0.0% | — | 320 | +10 | 20.0% | Q4 2025 | Jan 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 65 | 1 | 0.0% | — | 317 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 105 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 59 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 99 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 95 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -4,202,221 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Closed out | 0 | 0 | — | 0.61% | — | -904,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Yaupon Capital Management LP | History | Closed out | 0 | 0 | — | 0.29% | — | -610,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -556,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -515,848 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.05% | — | -327,014 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.16% | — | -304,911 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -164,090 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -160,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -153,890 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GeoSphere Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -139,644 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.07% | — | -106,789 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,951 | -100.0% | Q3 2025 | Mar 30, 2026 |
| OAKMONT Corp | History | Closed out | 0 | 0 | — | 0.2% | — | -92,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -91,946 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -85,245 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -75,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.02% | — | -69,460 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -68,304 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -66,973 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -62,853 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arosa Capital Management LP | History | Closed out | 0 | 0 | — | 0.16% | — | -60,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -59,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -56,119 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -52,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 2.3% | — | -38,968 | -100.0% | Q3 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -37,047 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,388 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,204 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,219 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,668 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -21,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -20,228 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,037 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -17,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -16,739 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,422 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -13,331 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.01% | — | -13,062 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,435 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,827 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Austin Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,645 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,243 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,060 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,036 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,998 | -100.0% | Q3 2025 | Dec 15, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,050 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,831 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -585 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -497 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IFP Advisors, Inc | History | Reduced | 28 | 0 | — | 0.0% | — | -247 | -89.82% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ares Financial Consulting, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 19, 2026 |
| North Star Investment Management Corp. | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 30, 2026 |
| Ankerstar Wealth, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SJS Investment Consulting Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 25 | 0 | — | — | — | +16 | 177.78% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 20 | 0 | — | — | — | +13 | 185.71% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 26, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +10 | 333.33% | Q4 2025 | Feb 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 03, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SIGNATUREFD, LLC | History | Added to | 48 | 0 | — | — | — | +7 | 17.07% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| DV Trading LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |