LifeStance Health Group, Inc. - LFST
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TPG GP A, LLC | History | No change | 160,711,618 | 1,131,409 | 42.11% | 48.14% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 46,834,784 | 329,716 | 0.02% | 0.01% | 2 | +7,840,028 | 20.11% | Q4 2025 | Feb 17, 2026 |
| SUMMIT PARTNERS L P | History | No change | 33,524,715 | 236,013 | 22.46% | 19.95% | 3 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 19,089,670 | 134,391 | 0.0% | 0.0% | 4 | +1,611,624 | 9.22% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 17,700,041 | 124,608 | 0.0% | 0.0% | 5 | +3,086,506 | 21.12% | Q4 2025 | Jan 29, 2026 |
| Silversmith Partners I GP, LLC | History | New | 14,324,197 | 100,842 | 100.0% | — | 6 | +14,324,197 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 8,906,465 | 62,704 | 0.01% | 0.01% | 7 | +542,858 | 6.49% | Q4 2025 | Feb 12, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 7,385,413 | 51,993 | 0.03% | 0.02% | 8 | -47,857 | -0.64% | Q4 2025 | Jan 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,118,027 | 43,070 | 0.01% | 0.01% | 9 | +1,324,691 | 27.64% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,378,469 | 30,830 | 0.0% | 0.0% | 10 | +416,404 | 10.51% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 3,663,301 | 25,789 | 0.0% | 0.0% | 11 | +376,057 | 11.44% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 3,475,495 | 24,467 | 0.01% | 0.0% | 12 | -33,057 | -0.94% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,305,412 | 23,270 | 0.0% | 0.0% | 13 | +185,307 | 5.94% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,287,637 | 23,144 | 0.0% | 0.0% | 14 | -846,316 | -20.47% | Q4 2025 | Mar 25, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 3,215,320 | 22,635 | 0.01% | 0.01% | 15 | +148,949 | 4.86% | Q4 2025 | Feb 02, 2026 |
| Integral Health Asset Management, LLC | History | Added to | 3,000,000 | 21,120 | 1.05% | 0.56% | 16 | +1,500,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 2,897,532 | 20,398 | 0.01% | 0.0% | 17 | +50,173 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,679,687 | 18,864 | 0.02% | 0.02% | 18 | -202,731 | -7.03% | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 2,095,216 | 14,750 | 0.9% | 0.81% | 19 | -259,150 | -11.01% | Q4 2025 | Jan 26, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,905,015 | 13,411 | 0.01% | 0.0% | 20 | +278,459 | 17.12% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 1,726,249 | 12,152 | 0.01% | 0.01% | 21 | -259,821 | -13.08% | Q4 2025 | Feb 12, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,496,466 | 10,535 | 0.02% | 0.01% | 22 | +176,000 | 13.33% | Q4 2025 | Feb 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,457,522 | 10,260 | 0.0% | 0.0% | 23 | +86,287 | 6.29% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,437,340 | 10,118 | 0.0% | 0.0% | 24 | +118,153 | 8.96% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,266,985 | 8,919 | 0.01% | 0.0% | 25 | +816,985 | 181.55% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | New | 967,677 | 6,812 | 0.03% | — | 26 | +967,677 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 832,634 | 5,861 | 0.0% | 0.0% | 27 | +191 | 0.02% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 752,552 | 5,297 | 0.0% | 0.0% | 28 | -199,182 | -20.93% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 614,706 | 4,327 | 0.04% | — | 29 | +614,706 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 611,388 | 4,304 | 0.0% | 0.0% | 30 | -59,682 | -8.89% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 550,453 | 3,875 | 0.01% | 0.0% | 31 | +472,323 | 604.53% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 511,548 | 3,601 | 0.0% | 0.0% | 32 | +436,205 | 578.96% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 469,690 | 3,306 | 0.0% | 0.0% | 33 | +231,815 | 97.45% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 460,925 | 3,244 | 0.0% | 0.0% | 34 | +60,251 | 15.04% | Q4 2025 | Feb 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 443,965 | 3,125 | 0.01% | — | 35 | +443,965 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 435,255 | 3,064 | 0.0% | 0.0% | 36 | -966,193 | -68.94% | Q4 2025 | Jan 29, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 433,240 | 3,050 | 0.05% | 0.03% | 37 | +127,650 | 41.77% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 433,231 | 3,049 | 0.0% | 0.01% | 38 | -843,833 | -66.08% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 415,900 | 2,927 | 0.0% | 0.0% | 39 | -61,300 | -12.85% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 389,122 | 2,739 | 0.0% | 0.02% | 40 | -2,997,842 | -88.51% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 380,251 | 2,677 | 0.0% | 0.0% | 41 | +379,275 | 38860.14% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 345,000 | 2,428 | 0.0% | 0.0% | 42 | +81,200 | 30.78% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 338,758 | 2,384 | 0.0% | 0.01% | 43 | -1,049,866 | -75.6% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 304,628 | 2,144 | 0.0% | 0.0% | 44 | -81,550 | -21.12% | Q4 2025 | Feb 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 299,438 | 2,108 | 0.14% | 0.1% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 299,225 | 2,106 | 0.0% | 0.0% | 46 | +117,495 | 64.65% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 278,400 | 1,959 | 0.01% | 0.01% | 47 | -5,369 | -1.89% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 268,797 | 1,892 | 0.0% | 0.0% | 48 | -1,423 | -0.53% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 260,806 | 1,836 | 0.0% | 0.0% | 49 | +945 | 0.36% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 256,738 | 1,807 | 0.0% | 0.0% | 50 | +16,085 | 6.68% | Q4 2025 | Feb 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 246,647 | 1,736 | 0.08% | 0.01% | 51 | +221,127 | 866.49% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 224,600 | 1,581 | 0.0% | — | 52 | +224,600 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 220,151 | 1,549 | 0.0% | 0.0% | 53 | +129,559 | 143.01% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 216,092 | 1,521 | 0.0% | 0.0% | 54 | -2,953 | -1.35% | Q4 2025 | Jan 28, 2026 |
| Invesco Ltd. | History | Added to | 205,486 | 1,446 | 0.0% | 0.0% | 55 | +13,177 | 6.85% | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 190,555 | 1,341 | 0.0% | 0.0% | 56 | -2,354 | -1.22% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 190,126 | 1,338 | 0.0% | 0.0% | 57 | -8,544 | -4.3% | Q4 2025 | Feb 13, 2026 |
| MYDA Advisors LLC | History | Added to | 190,000 | 1,337 | 0.25% | 0.17% | 58 | +50,000 | 35.71% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 186,476 | 1,312 | 0.0% | 0.0% | 59 | -288,060 | -60.7% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 181,320 | 1,276 | 0.0% | 0.0% | 60 | -7,833 | -4.14% | Q4 2025 | Feb 17, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 178,371 | 1,255 | 0.17% | 0.13% | 61 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 169,084 | 1,190 | 0.1% | 0.07% | 62 | +84,542 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Added to | 166,962 | 1,175 | 0.0% | 0.0% | 63 | +17,154 | 11.45% | Q4 2025 | Feb 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 165,825 | 1,167 | 0.0% | 0.0% | 64 | -2,970 | -1.76% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 146,771 | 1,031 | 0.0% | 0.0% | 65 | -73,487 | -33.36% | Q4 2025 | Mar 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 140,370 | 988 | 0.0% | 0.0% | 66 | +33,456 | 31.29% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 138,952 | 978 | 0.0% | 0.0% | 67 | +123,859 | 820.64% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 138,739 | 976 | 0.0% | 0.0% | 68 | +11,246 | 8.82% | Q4 2025 | Feb 17, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 131,202 | 923 | 0.44% | 0.35% | 69 | +15,686 | 13.58% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 125,682 | 884 | 0.0% | 0.0% | 70 | +1,966 | 1.59% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 117,013 | 824 | 0.0% | 0.0% | 71 | +35,563 | 43.66% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 112,900 | 794 | 0.0% | 0.01% | 72 | -61,800 | -35.37% | Q4 2025 | Feb 04, 2026 |
| Everhart Financial Group, Inc. | History | New | 111,751 | 786 | 0.07% | — | 73 | +111,751 | New | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 108,521 | 763 | 0.0% | 0.0% | 74 | -359,929 | -76.83% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 104,515 | 735 | 0.0% | 0.0% | 75 | -23,680 | -18.47% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 103,292 | 727 | 0.0% | 0.0% | 76 | -40,946 | -28.39% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 101,800 | 716 | 0.0% | 0.0% | 77 | +8,142 | 8.69% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 98,910 | 696 | 0.08% | 0.06% | 78 | +8,983 | 9.99% | Q4 2025 | Feb 11, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 95,285 | 670 | 0.01% | 0.01% | 79 | -545 | -0.57% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 94,500 | 665 | 0.0% | 0.0% | 80 | +35,000 | 58.82% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 92,939 | 654 | 0.0% | 0.0% | 81 | +13,000 | 16.26% | Q4 2025 | Feb 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 92,381 | 650 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 87,662 | 617 | 0.0% | 0.0% | 83 | +38,693 | 79.02% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 84,493 | 594 | 0.0% | — | 84 | +84,493 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 83,454 | 587 | 0.01% | 0.0% | 85 | +10,344 | 14.15% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 80,478 | 574 | 0.0% | 0.0% | 86 | +859 | 1.08% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 74,840 | 526 | 0.0% | 0.0% | 87 | +724 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 70,000 | 492 | 0.0% | — | 88 | +70,000 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 65,968 | 464 | 0.0% | 0.0% | 89 | -238 | -0.36% | Q4 2025 | Jan 29, 2026 |
| Neo Ivy Capital Management | History | New | 63,951 | 450 | 0.07% | — | 90 | +63,951 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | No change | 61,277 | 431 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | Added to | 60,461 | 426 | 0.0% | 0.0% | 92 | +37,416 | 162.36% | Q4 2025 | Jan 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 59,500 | 418 | 0.0% | — | 93 | +59,500 | New | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 56,976 | 401 | 0.0% | 0.0% | 94 | +2 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Magnetar Financial LLC | History | New | 56,327 | 396 | 0.0% | — | 95 | +56,327 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 54,022 | 380 | 0.0% | 0.0% | 96 | -177,215 | -76.64% | Q4 2025 | Feb 12, 2026 |
| INCEPTIONR LLC | History | Added to | 52,145 | 367 | 0.1% | 0.06% | 97 | +6,518 | 14.29% | Q4 2025 | Feb 11, 2026 |
| Arizona State Retirement System | History | Added to | 48,181 | 339 | 0.0% | 0.0% | 98 | +7,943 | 19.74% | Q4 2025 | Jan 28, 2026 |
| Vontobel Holding Ltd. | History | Added to | 47,940 | 337 | 0.0% | 0.0% | 99 | +31,794 | 196.92% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 46,647 | 328 | 0.0% | 0.0% | 100 | +11,752 | 33.68% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 45,581 | 320 | 0.01% | 0.0% | 102 | +44,581 | 4458.1% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 65,298 | 320 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 45,291 | 318 | 0.0% | — | 103 | +45,291 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 43,523 | 306 | 0.0% | 0.0% | 104 | +6,442 | 17.37% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 40,758 | 286 | 0.0% | 0.0% | 105 | -4,784 | -10.5% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 40,266 | 283 | 0.0% | 0.0% | 106 | -94,408 | -70.1% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,607 | 273 | 0.0% | — | 107 | +38,607 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 38,777 | 272 | 0.0% | — | 108 | +38,777 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 37,462 | 263 | 0.0% | 0.0% | 110 | +22,406 | 148.82% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 37,400 | 263 | 0.0% | 0.0% | 109 | +12,000 | 47.24% | Q4 2025 | Jan 28, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 36,260 | 255 | 0.0% | 0.0% | 111 | -1,468 | -3.89% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 33,359 | 235 | 0.0% | 0.0% | 112 | -9,571 | -22.29% | Q4 2025 | Jan 26, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 32,007 | 225 | 0.0% | 0.0% | 113 | +5,789 | 22.08% | Q4 2025 | Jan 27, 2026 |
| Walleye Capital LLC | History | Reduced | 31,715 | 223 | 0.0% | 0.0% | 114 | -162,746 | -83.69% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 30,544 | 215 | 0.03% | — | 115 | +30,544 | New | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 30,290 | 213 | 0.0% | — | 118 | +30,290 | New | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 30,379 | 213 | 0.0% | 0.0% | 117 | +7,722 | 34.08% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 30,310 | 213 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | New | 30,000 | 211 | 0.0% | — | 119 | +30,000 | New | Q4 2025 | Feb 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 29,874 | 210 | 0.03% | — | 120 | +29,874 | New | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 26,366 | 185 | 0.0% | 0.0% | 121 | +7,764 | 41.74% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 25,732 | 181 | 0.0% | 0.0% | 122 | +978 | 3.95% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 25,180 | 177 | 0.0% | 0.0% | 123 | +4,919 | 24.28% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 23,443 | 165 | 0.0% | 0.0% | 124 | +739 | 3.25% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,324 | 162 | 0.0% | 0.0% | 125 | -4,184 | -15.78% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 22,820 | 160 | 0.0% | — | 126 | +22,820 | New | Q4 2025 | Feb 05, 2026 |
| Blueshift Asset Management, LLC | History | New | 22,398 | 157 | 0.05% | — | 127 | +22,398 | New | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 21,925 | 154 | 0.06% | 0.25% | 128 | -94,838 | -81.22% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 21,780 | 153 | 0.01% | 0.0% | 129 | +13 | 0.06% | Q4 2025 | Jan 29, 2026 |
| Polar Capital Holdings Plc | History | New | 20,870 | 146 | 0.0% | — | 130 | +20,870 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 20,330 | 143 | 0.02% | 0.01% | 131 | +8,752 | 75.59% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,657 | 138 | 0.0% | 0.0% | 132 | +22 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | New | 18,762 | 132 | 0.0% | — | 133 | +18,762 | New | Q4 2025 | Jan 09, 2026 |
| Caprock Group, LLC | History | New | 18,557 | 130 | 0.0% | — | 134 | +18,557 | New | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 18,419 | 129 | 0.0% | 0.0% | 135 | +490 | 2.73% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 17,197 | 121 | 0.0% | 0.0% | 136 | -52,264 | -75.24% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 17,317 | 121 | 0.0% | — | 137 | +17,317 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 17,144 | 121 | 0.06% | 0.07% | 138 | -7,506 | -30.45% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,800 | 111 | 0.0% | 0.0% | 139 | -88,945 | -84.92% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | New | 15,167 | 106 | 0.0% | — | 140 | +15,167 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 14,815 | 104 | 0.0% | 0.0% | 141 | +1,734 | 13.26% | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 14,741 | 103 | 0.01% | — | 142 | +14,741 | New | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | Reduced | 14,703 | 103 | 0.05% | 0.06% | 143 | -11,617 | -44.14% | Q4 2025 | Jan 30, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 14,395 | 101 | 0.01% | 0.02% | 144 | -12,644 | -46.76% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 13,939 | 98 | 0.0% | 0.0% | 145 | +34 | 0.24% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 13,588 | 95 | 0.0% | — | 147 | +13,588 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,501 | 95 | 0.0% | 0.0% | 146 | +2,431 | 21.96% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 13,144 | 92 | 0.0% | 0.0% | 148 | +2,745 | 26.4% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 12,873 | 91 | 0.0% | 0.0% | 149 | +12,265 | 2017.27% | Q4 2025 | Feb 05, 2026 |
| BBR PARTNERS, LLC | History | No change | 12,873 | 90 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 12,504 | 88 | 0.0% | — | 151 | +12,504 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | No change | 11,973 | 84 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Park Edge Advisors, LLC | History | Added to | 11,863 | 83 | 0.02% | 0.01% | 154 | +1,495 | 14.42% | Q4 2025 | Jan 16, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 11,895 | 83 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Qtron Investments LLC | History | New | 11,752 | 82 | 0.01% | — | 155 | +11,752 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 11,003 | 77 | 0.0% | — | 156 | +11,003 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,566 | 74 | 0.0% | 0.0% | 157 | -1,125 | -9.62% | Q4 2025 | Feb 17, 2026 |
| Krane Funds Advisors LLC | History | New | 10,147 | 71 | 0.0% | — | 158 | +10,147 | New | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | No change | 10,000 | 70 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 8,052 | 56 | 0.0% | 0.0% | 160 | -1,422 | -15.01% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Added to | 5,225 | 37 | 0.0% | 0.0% | 161 | +395 | 8.18% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,881 | 34 | 0.0% | 0.0% | 162 | +639 | 15.06% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 3,810 | 26 | 0.0% | — | 163 | +3,791 | 19952.63% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,503 | 24 | 0.0% | 0.0% | 164 | -200 | -5.4% | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,295 | 16 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,110 | 14 | 0.0% | 0.0% | 166 | -2,773 | -56.79% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,702 | 11 | 0.0% | — | 167 | +1,582 | 1318.33% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,451 | 10 | 0.0% | 0.0% | 168 | +1,022 | 238.23% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,505 | 10 | 0.0% | 0.0% | 169 | +590 | 64.48% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,298 | 9 | 0.0% | 0.0% | 170 | +810 | 165.98% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 953 | 6 | 0.0% | 0.0% | 172 | +386 | 68.08% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | No change | 878 | 6 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | New | 734 | 5 | 0.0% | — | 173 | +734 | New | Q4 2025 | Jan 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 834 | 5 | 0.0% | 0.0% | 175 | +15 | 1.83% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 689 | 5 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| US BANCORP \DE\ | History | No change | 666 | 4 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 527 | 3 | 0.0% | — | 180 | +527 | New | Q4 2025 | Feb 09, 2026 |
| WPG Advisers, LLC | History | New | 472 | 3 | 0.0% | — | 179 | +472 | New | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 432 | 3 | 0.0% | 0.0% | 177 | +1 | 0.23% | Q4 2025 | Feb 10, 2026 |
| J.Safra Asset Management Corp | History | No change | 482 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 376 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | New | 268 | 1 | 0.0% | — | 186 | +268 | New | Q4 2025 | Mar 16, 2026 |
| FIRST HORIZON CORP | History | Added to | 266 | 1 | 0.0% | — | 182 | +251 | 1673.33% | Q4 2025 | Jan 27, 2026 |
| Kilter Group LLC | History | Added to | 223 | 1 | 0.0% | — | 188 | +182 | 443.9% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 201 | 1 | 0.0% | — | 183 | +104 | 107.22% | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | Added to | 198 | 1 | 0.0% | — | 187 | +86 | 76.79% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 150 | 1 | 0.0% | 0.0% | 185 | -33 | -18.03% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 270 | 1 | 0.0% | 0.0% | 184 | -17 | -5.92% | Q4 2025 | Feb 06, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,460,152 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 4.82% | — | -189,038 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.05% | — | -114,373 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -81,860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,831 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -62,511 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -61,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -55,820 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -41,800 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,771 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,906 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -30,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -29,151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,467 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -25,867 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -17,815 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,251 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Greenwich Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,874 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Reduced | 25 | 0 | — | 0.0% | — | -10,545 | -99.76% | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,222 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,797 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -492 | -94.98% | Q4 2025 | Jan 08, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -166 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Manchester Capital Management LLC | History | New | 127 | 0 | — | — | — | +127 | New | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Reduced | 78 | 0 | — | 0.0% | — | -111 | -58.73% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -97 | -100.0% | Q3 2025 | Nov 21, 2025 |
| MAI Capital Management | History | New | 86 | 0 | — | — | — | +86 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | New | 65 | 0 | — | — | — | +65 | New | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 91 | 0 | — | — | — | +61 | 203.33% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -58 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Abound Wealth Management | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 47 | 0 | — | — | — | -19 | -28.79% | Q4 2025 | Jan 15, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 22 | 0 | — | — | — | -18 | -45.0% | Q4 2025 | Feb 05, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 18 | 0 | — | — | — | -12 | -40.0% | Q4 2025 | Jan 12, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 56 | 0 | — | — | — | -4 | -6.67% | Q4 2025 | Jan 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Sunbelt Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 20, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | Added to | 131 | 0 | — | — | — | +2 | 1.55% | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 26 | 0 | — | — | — | +1 | 4.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 29 | 0 | — | — | — | -1 | -3.33% | Q4 2025 | Jan 21, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Parkside Financial Bank & Trust | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |