Lucid Group, Inc. - LCID
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 52 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLIC INVESTMENT FUND | History | No change | 177,088,867 | 1,871,829 | 14.46% | 21.75% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 16,778,500 | 177,348 | 1.4% | 3.57% | 2 | -3,522,200 | -17.35% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,844,341 | 156,904 | 0.02% | 0.04% | 3 | -218,944 | -1.45% | Q4 2025 | Feb 17, 2026 |
| Uber Technologies, Inc | History | No change | 13,715,121 | 144,968 | 3.46% | 5.99% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Shaolin Capital Management LLC | History | Added to | 12,897,530 | 136,326 | 4.22% | 2.21% | 5 | +10,750,458 | 500.7% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 12,061,286 | 127,487 | 0.0% | 0.0% | 6 | +701,826 | 6.18% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 7,681,672 | 81,195 | 0.01% | 0.01% | 7 | +3,817,248 | 98.78% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 6,057,353 | 64,026 | 0.0% | 0.0% | 8 | +415,044 | 7.36% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,781,576 | 50,541 | 0.01% | 0.01% | 9 | +2,260,653 | 89.68% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,487,208 | 47,429 | 0.0% | 0.0% | 10 | +3,081,346 | 219.18% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 3,649,618 | 38,576 | 0.02% | 0.04% | 11 | -79,916 | -2.14% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 2,771,540 | 29,295 | 0.03% | 0.06% | 12 | +134,437 | 5.1% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,541,494 | 26,869 | 0.0% | 0.0% | 13 | +78,738 | 3.2% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 2,439,574 | 25,786 | 0.0% | 0.0% | 14 | +149,995 | 6.55% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 2,423,262 | 25,613 | 0.03% | 0.42% | 15 | -11,531,107 | -82.63% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,206,913 | 23,327 | 0.03% | 0.23% | 16 | -3,514,587 | -61.43% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 1,988,500 | 21,018 | 0.14% | 0.3% | 17 | +348,000 | 21.21% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,846,800 | 19,520 | 0.0% | 0.01% | 18 | -858,880 | -31.74% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,808,844 | 19,119 | 0.01% | 0.07% | 19 | -4,859,007 | -72.87% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 1,785,911 | 18,877 | 0.0% | 0.01% | 20 | +347,753 | 24.18% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,729,939 | 18,285 | 0.0% | 0.01% | 21 | -3,576,799 | -67.4% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,560,871 | 16,504 | 0.0% | 0.01% | 22 | -129,918 | -7.68% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,356,047 | 14,333 | 0.0% | 0.0% | 23 | +170,821 | 14.41% | Q4 2025 | Mar 25, 2026 |
| Marex Group plc | History | Reduced | 1,300,375 | 13,744 | 0.09% | 0.26% | 24 | -252,249 | -16.25% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 1,294,178 | 13,679 | 0.0% | — | 25 | +1,294,178 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 998,816 | 13,173 | 0.01% | 0.01% | 26 | +31,787 | 3.29% | Q4 2025 | Feb 10, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | No change | 1,094,700 | 11,570 | 1.69% | 2.49% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Skaana Management L.P. | History | Added to | 1,060,415 | 11,208 | 3.63% | 6.76% | 28 | +41,315 | 4.05% | Q4 2025 | Feb 10, 2026 |
| Portman Square Capital LLP | History | Added to | 943,997 | 9,978 | 0.44% | 0.17% | 29 | +786,941 | 501.06% | Q4 2025 | Jan 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 919,485 | 9,718 | 0.01% | 0.05% | 30 | -406,252 | -30.64% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 781,009 | 8,255 | 0.01% | 0.01% | 31 | +52,160 | 7.16% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 679,000 | 7,177 | 0.04% | 0.04% | 32 | +279,000 | 69.75% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 621,118 | 6,565 | 0.0% | 0.0% | 33 | -18,127 | -2.84% | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | Added to | 600,000 | 6,342 | 0.2% | 0.24% | 34 | +250,000 | 71.43% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 592,600 | 6,263 | 0.01% | 0.03% | 35 | -241,543 | -28.96% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 580,469 | 6,135 | 0.01% | 0.01% | 36 | +72,270 | 14.22% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 525,000 | 5,549 | 0.01% | 0.0% | 37 | +485,210 | 1219.43% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 499,053 | 5,274 | 0.0% | 0.0% | 38 | +190,193 | 61.58% | Q4 2025 | Feb 19, 2026 |
| Walleye Capital LLC | History | Added to | 429,200 | 4,536 | 0.01% | 0.01% | 39 | +328,577 | 326.54% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 401,769 | 4,246 | 0.0% | 0.0% | 40 | +52,505 | 15.03% | Q4 2025 | Feb 10, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Reduced | 2,777,800 | 4,142 | 5.73% | 0.37% | 41 | -387,300 | -12.24% | Q4 2025 | Mar 04, 2026 |
| Nuveen, LLC | History | Added to | 378,143 | 3,996 | 0.0% | 0.0% | 42 | +30,296 | 8.71% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 343,320 | 3,628 | 0.09% | 0.21% | 43 | -208,520 | -37.79% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 304,774 | 3,221 | 0.0% | 0.0% | 44 | +32,139 | 11.79% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 299,500 | 3,165 | 0.0% | 0.0% | 45 | +234,110 | 358.02% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 272,500 | 2,880 | 0.0% | 0.0% | 46 | +35,900 | 15.17% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 271,237 | 2,867 | 0.0% | 0.01% | 47 | -115,865 | -29.93% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 258,496 | 2,732 | 0.0% | 0.0% | 48 | -200,581 | -43.69% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 258,400 | 2,731 | 0.0% | 0.02% | 49 | -314,901 | -54.93% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 223,412 | 2,361 | 0.01% | 0.03% | 50 | -37,029 | -14.22% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 207,860 | 2,302 | 0.0% | 0.01% | 51 | +27 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Sculptor Capital LP | History | Reduced | 208,650 | 2,205 | 0.02% | 0.06% | 52 | -4,050 | -1.9% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 185,158 | 1,957 | 0.01% | 0.03% | 53 | -6,560 | -3.42% | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 185,000 | 1,955 | 0.01% | 0.0% | 54 | +182,412 | 7048.38% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 181,153 | 1,915 | 0.0% | 0.01% | 55 | +71,966 | 65.91% | Q4 2025 | Jan 09, 2026 |
| Holocene Advisors, LP | History | Added to | 162,204 | 1,714 | 0.0% | 0.0% | 56 | +118,414 | 270.41% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 155,805 | 1,646 | 0.0% | 0.0% | 57 | +77,747 | 99.6% | Q4 2025 | Feb 13, 2026 |
| Atom Investors LP | History | Added to | 155,113 | 1,639 | 0.13% | 0.03% | 58 | +140,121 | 934.64% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | New | 150,000 | 1,585 | 0.01% | — | 59 | +150,000 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 143,250 | 1,514 | 0.0% | — | 60 | +143,250 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 142,050 | 1,501 | 0.0% | 0.05% | 61 | -1,228,740 | -89.64% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 131,345 | 1,388 | 0.0% | 0.0% | 62 | +13,813 | 11.75% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 128,229 | 1,355 | 0.05% | — | 63 | +128,229 | New | Q4 2025 | Feb 23, 2026 |
| Legal & General Group Plc | History | Reduced | 123,510 | 1,305 | 0.0% | 0.0% | 64 | -1,901 | -1.52% | Q4 2025 | Feb 09, 2026 |
| Entropy Technologies, LP | History | New | 118,200 | 1,249 | 0.07% | — | 65 | +118,200 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 111,994 | 1,248 | 0.0% | 0.0% | 66 | +41,192 | 58.18% | Q4 2025 | Feb 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 116,719 | 1,234 | 0.0% | 0.0% | 67 | +21,530 | 22.62% | Q4 2025 | Feb 17, 2026 |
| AQR Arbitrage LLC | History | New | 108,106 | 1,142 | 0.02% | — | 68 | +108,106 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 105,477 | 1,114 | 0.0% | — | 69 | +105,477 | New | Q4 2025 | Jan 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 104,133 | 1,100 | 0.0% | 0.0% | 70 | -9,507 | -8.37% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 102,496 | 1,083 | 0.0% | 0.0% | 71 | +31,569 | 44.51% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 101,772 | 1,075 | 0.0% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 100,000 | 1,057 | 0.04% | — | 74 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 100,000 | 1,057 | 0.0% | 0.0% | 73 | +24,100 | 31.75% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 98,125 | 1,046 | 0.0% | 0.0% | 75 | -111,861 | -53.27% | Q4 2025 | Mar 20, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 96,100 | 1,015 | 0.01% | — | 76 | +96,100 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | New | 93,800 | 991 | 0.12% | — | 77 | +93,800 | New | Q4 2025 | Jan 26, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 93,611 | 989 | 0.0% | 0.0% | 78 | +921 | 0.99% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 86,672 | 916 | 0.01% | — | 79 | +86,672 | New | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Added to | 84,167 | 889 | 0.0% | 0.0% | 80 | +52,091 | 162.4% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 82,422 | 871 | 0.0% | 0.0% | 81 | +15,926 | 23.95% | Q4 2025 | Feb 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 81,320 | 859 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AXQ CAPITAL, LP | History | New | 80,639 | 852 | 0.19% | — | 83 | +80,639 | New | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Added to | 80,415 | 849 | 0.0% | 0.0% | 84 | +25,680 | 46.92% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | New | 77,000 | 813 | 0.0% | — | 85 | +77,000 | New | Q4 2025 | Feb 19, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 75,100 | 793 | 0.0% | — | 86 | +75,100 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 73,519 | 777 | 0.0% | 0.0% | 87 | +29,536 | 67.15% | Q4 2025 | Jan 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 71,894 | 759 | 0.0% | 0.0% | 88 | -2,808 | -3.76% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 70,013 | 740 | 0.0% | 0.02% | 89 | -90,272 | -56.32% | Q4 2025 | Feb 17, 2026 |
| SIH Partners, LLLP | History | New | 69,996 | 739 | 0.01% | — | 90 | +69,996 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 60,322 | 637 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 58,562 | 619 | 0.0% | 0.0% | 92 | +50,149 | 596.09% | Q4 2025 | Feb 17, 2026 |
| Paloma Partners Management Co | History | No change | 57,500 | 607 | 0.11% | 0.22% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 55,108 | 582 | 0.02% | — | 94 | +55,108 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 54,439 | 575 | 0.0% | 0.01% | 95 | +744 | 1.39% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 52,870 | 559 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 52,049 | 550 | 0.0% | 0.0% | 97 | -3,799 | -6.8% | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 457,500 | 483 | 0.06% | 0.18% | 98 | -27,000 | -5.57% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 42,042 | 444 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 40,529 | 428 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Amundi | History | Added to | 38,968 | 411 | 0.0% | 0.0% | 101 | +11,179 | 40.23% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Added to | 38,236 | 404 | 0.0% | 0.0% | 102 | +2,217 | 6.16% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 37,389 | 395 | 0.0% | 0.0% | 104 | -132,146 | -77.95% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 37,391 | 395 | 0.0% | 0.0% | 103 | -1,418 | -3.65% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 37,146 | 392 | 0.0% | — | 105 | +37,146 | New | Q4 2025 | Feb 13, 2026 |
| Crescent Park Management, L.P. | History | No change | 35,520 | 375 | 0.23% | 0.34% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| III Capital Management | History | Reduced | 34,290 | 362 | 0.05% | 0.41% | 107 | -37,410 | -52.18% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 34,200 | 361 | 0.0% | 0.0% | 108 | +7,206 | 26.69% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,238 | 351 | 0.0% | 0.0% | 109 | -2,283 | -6.43% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 32,916 | 347 | 0.0% | 0.0% | 110 | +282 | 0.86% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 31,723 | 335 | 0.0% | 0.0% | 111 | -4,209 | -11.71% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 31,112 | 328 | 0.0% | 0.0% | 112 | -12,742 | -29.06% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 30,693 | 324 | 0.0% | 0.0% | 113 | +13,636 | 79.94% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 30,703 | 324 | 0.0% | 0.01% | 114 | -580 | -1.85% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 29,439 | 311 | 0.0% | 0.0% | 115 | +3,800 | 14.82% | Q4 2025 | Jan 28, 2026 |
| XTX Topco Ltd | History | New | 29,036 | 306 | 0.01% | — | 116 | +29,036 | New | Q4 2025 | Feb 17, 2026 |
| Krane Funds Advisors LLC | History | Reduced | 27,372 | 289 | 0.01% | 0.03% | 117 | -17,782 | -39.38% | Q4 2025 | Feb 11, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | New | 27,279 | 288 | 0.07% | — | 118 | +27,279 | New | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 27,274 | 288 | 0.0% | 0.0% | 119 | +4,158 | 17.99% | Q4 2025 | Feb 17, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 26,592 | 281 | 0.11% | 0.27% | 120 | -6,215 | -18.94% | Q4 2025 | Jan 27, 2026 |
| Oak Thistle LLC | History | New | 26,282 | 277 | 0.04% | — | 121 | +26,282 | New | Q4 2025 | Jan 21, 2026 |
| PEAK6 LLC | History | Reduced | 25,362 | 268 | 0.0% | 0.02% | 122 | -520,998 | -95.36% | Q4 2025 | Mar 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 24,428 | 258 | 0.0% | 0.01% | 123 | -6,931 | -22.1% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 24,052 | 254 | 0.01% | 0.05% | 124 | -27,610 | -53.44% | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | New | 23,465 | 248 | 0.12% | — | 125 | +23,465 | New | Q4 2025 | Jan 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 22,685 | 239 | 0.0% | 0.0% | 126 | -3,290 | -12.67% | Q4 2025 | Feb 11, 2026 |
| Qsemble Capital Management, LP | History | New | 21,352 | 225 | 0.02% | — | 127 | +21,352 | New | Q4 2025 | Feb 05, 2026 |
| FourThought Financial Partners, LLC | History | New | 19,691 | 208 | 0.02% | — | 129 | +19,691 | New | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,731 | 208 | 0.0% | 0.0% | 128 | -4,019 | -16.92% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 19,083 | 201 | 0.0% | 0.0% | 130 | +995 | 5.5% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 18,359 | 194 | 0.0% | 0.0% | 131 | -766 | -4.01% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 17,970 | 189 | 0.0% | 0.01% | 132 | +1,569 | 9.57% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 17,797 | 188 | 0.0% | 0.0% | 133 | +2,248 | 14.46% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 17,840 | 188 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ethic Inc. | History | Added to | 17,233 | 182 | 0.0% | 0.0% | 136 | +7,719 | 81.13% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Reduced | 22,062 | 182 | 0.0% | 0.0% | 135 | -30 | -0.14% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,196 | 181 | 0.0% | 0.0% | 137 | -5,344 | -23.71% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | New | 16,384 | 173 | 0.0% | — | 138 | +16,384 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 16,347 | 172 | 0.0% | — | 139 | +16,347 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,354 | 172 | 0.0% | 0.0% | 140 | +2,498 | 18.03% | Q4 2025 | Feb 12, 2026 |
| Belvedere Trading LLC | History | Reduced | 156,700 | 171 | 0.0% | 0.0% | 141 | -34,200 | -17.92% | Q4 2025 | Feb 10, 2026 |
| Alpine Global Management, LLC | History | New | 16,160 | 170 | 0.04% | — | 142 | +16,160 | New | Q4 2025 | Feb 26, 2026 |
| GM Advisory Group, LLC | History | Reduced | 15,666 | 165 | 0.01% | 0.02% | 143 | -2 | -0.01% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,417 | 162 | 0.0% | 0.0% | 144 | -651 | -4.05% | Q4 2025 | Feb 13, 2026 |
| PRAKASH INVESTMENT ADVISORS LLC | History | Added to | 15,100 | 159 | 0.11% | 0.16% | 145 | +4,990 | 49.36% | Q4 2025 | Jan 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 15,020 | 158 | 0.0% | 0.01% | 146 | -17,850 | -54.3% | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 14,977 | 158 | 0.0% | 0.0% | 147 | +734 | 5.15% | Q4 2025 | Feb 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 14,924 | 157 | 0.04% | — | 148 | +14,924 | New | Q4 2025 | Mar 23, 2026 |
| FMR LLC | History | Added to | 14,647 | 154 | 0.0% | 0.0% | 149 | +6,272 | 74.89% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 14,492 | 153 | 0.04% | — | 150 | +14,492 | New | Q4 2025 | Mar 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,755 | 145 | 0.0% | 0.0% | 151 | -2,770 | -16.76% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 52,857 | 145 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,590 | 143 | 0.0% | 0.0% | 153 | +1,430 | 11.76% | Q4 2025 | Feb 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 13,453 | 142 | 0.0% | 0.01% | 154 | -128,185 | -90.5% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 13,068 | 138 | 0.0% | 0.0% | 155 | -8,677 | -39.9% | Q4 2025 | Feb 17, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 12,903 | 136 | 0.0% | 0.0% | 156 | -3,706 | -22.31% | Q4 2025 | Feb 17, 2026 |
| Marathon Trading Investment Management LLC | History | New | 12,558 | 132 | 0.0% | — | 157 | +12,558 | New | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 11,900 | 129 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,040 | 128 | 0.0% | 0.0% | 159 | -8,832 | -44.44% | Q4 2025 | Jan 08, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 12,005 | 126 | 0.02% | — | 160 | +12,005 | New | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,645 | 123 | 0.0% | 0.0% | 161 | +1,604 | 15.97% | Q4 2025 | Jan 28, 2026 |
| CIBC Asset Management Inc | History | New | 11,576 | 122 | 0.0% | — | 162 | +11,576 | New | Q4 2025 | Feb 10, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 11,478 | 121 | 0.0% | 0.0% | 163 | -932 | -7.51% | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 11,235 | 118 | 0.0% | 0.0% | 164 | -4,336 | -27.85% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 11,345 | 117 | 0.0% | — | 166 | +11,345 | New | Q4 2025 | Mar 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 11,072 | 117 | 0.0% | 0.0% | 165 | -2,703 | -19.62% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 11,022 | 116 | 0.0% | 0.0% | 167 | -10,623 | -49.08% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,746 | 113 | 0.0% | 0.0% | 168 | +494 | 4.82% | Q4 2025 | Feb 03, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 10,465 | 110 | 0.28% | — | 169 | +10,465 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Added to | 10,220 | 108 | 0.0% | 0.0% | 170 | +1,200 | 13.3% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 10,135 | 107 | 0.0% | 0.0% | 171 | -11,000 | -52.05% | Q4 2025 | Jan 16, 2026 |
| VANCE WEALTH, LLC | History | New | 10,000 | 105 | 0.03% | — | 173 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | No change | 10,000 | 105 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 7,929 | 86 | 0.0% | — | 174 | +7,929 | New | Q4 2025 | Feb 10, 2026 |
| WEXFORD CAPITAL LP | History | New | 7,974 | 84 | 0.02% | — | 175 | +7,974 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | No change | 7,681 | 81 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 7,107 | 75 | 0.0% | 0.04% | 178 | -17,077 | -70.61% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,054 | 75 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | Reduced | 6,376 | 67 | 0.0% | 0.0% | 179 | -127 | -1.95% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Added to | 6,105 | 65 | 0.0% | 0.0% | 180 | +496 | 8.84% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,091 | 53 | 0.0% | 0.0% | 181 | +4,635 | 1016.45% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,002 | 52 | 0.0% | 0.0% | 182 | +2 | 0.04% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,849 | 51 | 0.0% | 0.0% | 183 | -29,356 | -85.82% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,432 | 46 | 0.0% | 0.0% | 184 | -7,600 | -63.16% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 3,891 | 41 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,145 | 33 | 0.0% | 0.0% | 186 | -65 | -2.02% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Added to | 2,976 | 31 | 0.0% | 0.0% | 187 | +6 | 0.2% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,728 | 28 | 0.0% | 0.0% | 188 | -4,514 | -62.33% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,680 | 28 | 0.0% | 0.0% | 189 | +199 | 8.02% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 2,299 | 24 | 0.0% | 0.0% | 190 | -3,019 | -56.77% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,222 | 23 | 0.0% | 0.0% | 191 | -80 | -3.48% | Q4 2025 | Feb 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 2,038 | 22 | 0.0% | — | 192 | +2,038 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,033 | 21 | 0.0% | 0.0% | 193 | -38 | -1.83% | Q4 2025 | Feb 12, 2026 |
| Elequin Capital, LP | History | New | 1,973 | 20 | 0.0% | — | 194 | +1,973 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Added to | 1,611 | 17 | 0.0% | 0.0% | 197 | +880 | 120.38% | Q4 2025 | Jan 16, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,685 | 17 | 0.01% | 0.04% | 195 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Heritage Wealth Advisors | History | No change | 1,650 | 17 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rakuten Securities, Inc. | History | New | 1,361 | 14 | 0.0% | — | 198 | +1,361 | New | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,304 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,228 | 12 | 0.0% | 0.0% | 201 | -1,268 | -50.8% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,147 | 12 | 0.0% | 0.0% | 203 | -293 | -20.35% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 1,156 | 12 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | No change | 1,160 | 12 | 0.0% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,022 | 11 | 0.0% | — | 205 | +1,022 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,090 | 11 | 0.0% | 0.0% | 204 | +648 | 146.61% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 910 | 9 | 0.0% | 0.0% | 206 | -36,013 | -97.54% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 859 | 9 | 0.0% | — | 212 | +859 | New | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | New | 856 | 9 | 0.0% | — | 211 | +856 | New | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 549 | 9 | 0.0% | — | 208 | +549 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 871 | 9 | 0.0% | 0.0% | 207 | -119 | -12.02% | Q4 2025 | Feb 09, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 904 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | No change | 926 | 9 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 828 | 8 | 0.0% | — | 213 | +828 | New | Q4 2025 | Feb 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 815 | 8 | 0.01% | — | 217 | +815 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 814 | 8 | 0.0% | 0.0% | 216 | +529 | 185.61% | Q4 2025 | Jan 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 783 | 8 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 792 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 697 | 7 | 0.0% | — | 220 | +672 | 2688.0% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 727 | 7 | 0.0% | 0.0% | 218 | -41 | -5.34% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 698 | 7 | 0.0% | 0.0% | 219 | -3 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 627 | 6 | 0.0% | — | 224 | +627 | New | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 600 | 6 | 0.0% | 0.0% | 221 | +282 | 88.68% | Q4 2025 | Jan 15, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 614 | 6 | 0.0% | 0.0% | 222 | +241 | 64.61% | Q4 2025 | Feb 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 567 | 6 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pacifica Partners Inc. | History | New | 500 | 5 | 0.0% | — | 227 | +500 | New | Q4 2025 | Jan 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 473 | 5 | 0.0% | — | 226 | +473 | New | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 530 | 5 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global X Japan Co., Ltd. | History | No change | 486 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 379 | 4 | 0.0% | 0.0% | 233 | -3,046 | -88.93% | Q4 2025 | Jan 27, 2026 |
| Hamrick Investment Counsel, llc | History | New | 460 | 4 | 0.0% | — | 235 | +460 | New | Q4 2025 | Mar 31, 2026 |
| AdvisorNet Financial, Inc | History | New | 402 | 4 | 0.0% | — | 230 | +402 | New | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | Added to | 410 | 4 | 0.0% | 0.0% | 232 | +54 | 15.17% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 416 | 4 | 0.0% | 0.0% | 229 | -23 | -5.24% | Q4 2025 | Feb 10, 2026 |
| TSFG, LLC | History | No change | 370 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 449 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 331 | 3 | 0.0% | 0.0% | 237 | -537 | -61.87% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 334 | 3 | 0.0% | 0.0% | 238 | -392 | -53.99% | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 326 | 3 | 0.0% | 0.0% | 236 | -120 | -26.91% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 235 | 2 | 0.0% | 0.0% | 245 | -12,462 | -98.15% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | New | 222 | 2 | 0.0% | — | 239 | +222 | New | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | New | 216 | 2 | 0.0% | — | 241 | +216 | New | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | New | 204 | 2 | 0.0% | — | 240 | +204 | New | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | New | 200 | 2 | 0.0% | — | 248 | +200 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 209 | 2 | 0.0% | 0.0% | 247 | -100 | -32.36% | Q4 2025 | Jan 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 247 | 2 | 0.0% | 0.0% | 242 | +37 | 17.62% | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | Added to | 195 | 2 | 0.0% | 0.0% | 244 | +32 | 19.63% | Q4 2025 | Jan 27, 2026 |
| McIlrath & Eck, LLC | History | Added to | 243 | 2 | 0.0% | 0.0% | 246 | +25 | 11.47% | Q4 2025 | Feb 03, 2026 |
| Blume Capital Management, Inc. | History | No change | 260 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | No change | 269 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | New | 185 | 1 | 0.0% | — | 252 | +185 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 160 | 1 | 0.0% | 0.0% | 264 | -160 | -50.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | New | 149 | 1 | 0.0% | — | 267 | +149 | New | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 187 | 1 | 0.0% | 0.0% | 258 | -143 | -43.33% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 122 | 1 | 0.0% | — | 261 | +122 | New | Q4 2025 | Feb 03, 2026 |
| COUNTRY TRUST BANK | History | New | 120 | 1 | 0.0% | — | 253 | +120 | New | Q4 2025 | Jan 21, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 103 | 1 | 0.0% | — | 259 | +100 | 3333.33% | Q4 2025 | Feb 11, 2026 |
| NCP Inc. | History | New | 100 | 1 | 0.0% | — | 268 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 100 | 1 | 0.0% | — | 271 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 95 | 1 | 0.0% | — | 254 | +95 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 122 | 1 | 0.0% | 0.0% | 256 | +62 | 103.33% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Added to | 100 | 1 | 0.0% | 0.0% | 260 | +27 | 36.99% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 174 | 1 | 0.0% | 0.0% | 257 | -26 | -13.0% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 100 | 1 | 0.0% | 0.0% | 255 | -1 | -0.99% | Q4 2025 | Feb 23, 2026 |
| BNP PARIBAS | History | No change | 150 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 165 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 150 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 121 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | No change | 100 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Valued Wealth Advisors LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ORG Wealth Partners, LLC | History | No change | 147 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 101 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Closed out | 0 | 0 | — | 0.24% | — | -330,634 | -100.0% | Q3 2025 | Oct 24, 2025 |
| COATUE MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -295,393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -94,487 | -100.0% | Q3 2025 | Oct 31, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -81,220 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Lombard Odier Asset Management (Europe) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -51,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Luxor Capital Group, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -44,042 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,711 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -39,237 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -34,633 | -100.0% | Q3 2025 | Nov 14, 2025 |
| K2 PRINCIPAL FUND, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -32,658 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | Closed out | 0 | 0 | — | 0.03% | — | -29,640 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -20,849 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,899 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,974 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,609 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -10,335 | -100.0% | Q3 2025 | Nov 05, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,306 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Johnson & White Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,675 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -9,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,415 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HITE Hedge Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,901 | -100.0% | Q3 2025 | Nov 13, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -8,560 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.0% | — | -2,158 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,760 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quent Capital, LLC | History | Reduced | 62 | 0 | — | 0.0% | — | -153 | -71.16% | Q4 2025 | Jan 29, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHP Wealth Management | History | New | 84 | 0 | — | — | — | +84 | New | Q4 2025 | Mar 04, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -82 | -73.21% | Q4 2025 | Jan 15, 2026 |
| Greenline Wealth Management LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 75 | 0 | — | — | — | +75 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 73 | 0 | — | — | — | +73 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 52 | 0 | — | 0.0% | — | -68 | -56.67% | Q4 2025 | Feb 24, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 61 | 0 | — | — | — | +61 | New | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 11, 2026 |
| FIRST UNITED BANK & TRUST | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EASTERN BANK | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Jan 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Jan 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Jan 30, 2026 |
| Miller Global Investments, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 05, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 5 | 0 | — | — | — | -31 | -86.11% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Added to | 66 | 0 | — | — | — | +30 | 83.33% | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 73 | 0 | — | 0.0% | — | -30 | -29.13% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 33 | 0 | — | 0.0% | — | -29 | -46.77% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 78 | 0 | — | 0.0% | — | -26 | -25.0% | Q4 2025 | Feb 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 23 | 0 | — | — | — | +22 | 2200.0% | Q4 2025 | Jan 14, 2026 |
| Garner Asset Management Corp | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 03, 2026 |
| DB Fitzpatrick & Co, Inc | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SWAN Capital LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -18 | -36.73% | Q4 2025 | Feb 12, 2026 |
| SFAM, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 17, 2026 |
| Elyxium Wealth, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Compagnie Lombard Odier SCmA | History | Added to | 32 | 0 | — | — | — | +12 | 60.0% | Q4 2025 | Jan 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 05, 2026 |
| Financial Perspectives, Inc | History | Reduced | 9 | 0 | — | — | — | -9 | -50.0% | Q4 2025 | Jan 28, 2026 |
| YANKCOM Partnership | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 20, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Jan 12, 2026 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CURIO WEALTH, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sound Income Strategies, LLC | History | Added to | 56 | 0 | — | 0.0% | — | +7 | 14.29% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13 | 0 | — | — | — | +6 | 85.71% | Q4 2025 | Feb 10, 2026 |
| Gould Capital, LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q4 2025 | Feb 13, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 50 | 0 | — | 0.0% | — | -4 | -7.41% | Q4 2025 | Jan 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 36 | 0 | — | — | — | +3 | 9.09% | Q4 2025 | Feb 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 15, 2026 |
| Quattro Advisors LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Asset Dedication, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 81 | 0 | — | 0.0% | — | +1 | 1.25% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CENTRAL TRUST Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 70 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 75 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | No change | 93 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD Capital Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Advisors | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BFSG, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tower View Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 87 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 75 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Paladin Advisory Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Connections Group, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Wealth Strategies & Associates | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 45 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Strategic Advocates LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CGC Financial Services, LLC | History | No change | 45 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tidemark, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 43 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bank of Jackson Hole Trust | History | No change | 46 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 46 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Group, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bernard Wealth Management Corp. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rossby Financial, LCC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |