LITTELFUSE INC /DE - LFUS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 50 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 2,969,874 | 751,140 | 0.01% | 0.01% | 1 | +44,826 | 1.53% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,286,748 | 578,364 | 0.01% | 0.01% | 2 | +8,144 | 0.36% | Q4 2025 | Feb 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 1,024,176 | 259,034 | 0.86% | 0.5% | 3 | +412,160 | 67.34% | Q4 2025 | Feb 11, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Added to | 980,498 | 247,987 | 2.12% | 2.18% | 4 | +37,203 | 3.94% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 844,080 | 213,484 | 0.16% | 0.17% | 5 | -75,737 | -8.23% | Q4 2025 | Feb 13, 2026 |
| MAIRS & POWER INC | History | Reduced | 778,951 | 197,012 | 1.9% | 1.98% | 6 | -34,987 | -4.3% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 760,463 | 192,336 | 0.01% | 0.01% | 7 | -7,531 | -0.98% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 516,479 | 130,635 | 0.03% | 0.03% | 8 | +25,860 | 5.27% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 476,990 | 120,668 | 0.01% | 0.01% | 9 | +7,587 | 1.62% | Q4 2025 | Feb 09, 2026 |
| Impax Asset Management Group plc | History | Reduced | 454,003 | 114,826 | 0.72% | 0.68% | 10 | -2,028 | -0.44% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 451,392 | 114,166 | 0.02% | — | 11 | +451,392 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 426,222 | 107,800 | 0.01% | 0.01% | 12 | +24,128 | 6.0% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 383,758 | 97,060 | 0.42% | 0.46% | 13 | -21,725 | -5.36% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 372,377 | 94,181 | 0.05% | 0.04% | 14 | +104,819 | 39.18% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 322,922 | 81,673 | 0.01% | 0.01% | 15 | -1,870 | -0.58% | Q4 2025 | Feb 13, 2026 |
| Channing Capital Management, LLC | History | Reduced | 303,535 | 76,770 | 1.97% | 2.07% | 16 | -13 | -0.0% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 300,113 | 75,905 | 1.69% | 1.71% | 17 | -17,058 | -5.38% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 298,905 | 75,599 | 0.13% | 0.15% | 18 | +13,437 | 4.71% | Q4 2025 | Feb 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 295,674 | 74,782 | 0.51% | 0.43% | 19 | +44,870 | 17.89% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 290,904 | 73,575 | 0.01% | — | 20 | +290,904 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 288,003 | 72,841 | 0.04% | 0.04% | 21 | +51,848 | 21.96% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 279,983 | 70,813 | 0.96% | 1.04% | 22 | -20,392 | -6.79% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 265,628 | 67,182 | 0.02% | 0.02% | 23 | -25,575 | -8.78% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 263,746 | 66,707 | 0.03% | 0.03% | 24 | +18,569 | 7.57% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 254,267 | 64,309 | 0.49% | 0.52% | 25 | -19,599 | -7.16% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 241,216 | 61,013 | 0.03% | 0.03% | 26 | -4,259 | -1.74% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 235,802 | 59,638 | 0.0% | 0.0% | 27 | -10,380 | -4.22% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 233,383 | 59,554 | 0.05% | 0.07% | 28 | -59,897 | -20.42% | Q4 2025 | Jan 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 232,259 | 58,742 | 0.6% | 0.63% | 29 | -9,876 | -4.08% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 225,812 | 57,112 | 0.01% | 0.01% | 30 | -8,062 | -3.45% | Q4 2025 | Feb 17, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 221,498 | 56,021 | 0.61% | 0.62% | 31 | -3,875 | -1.72% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 219,039 | 55,398 | 0.02% | 0.03% | 32 | -1,845 | -0.84% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 212,873 | 53,839 | 0.0% | 0.0% | 33 | -14,198 | -6.25% | Q4 2025 | Feb 11, 2026 |
| Vulcan Value Partners, LLC | History | Reduced | 192,212 | 48,614 | 49.4% | 0.92% | 34 | -4,691 | -2.38% | Q4 2025 | Mar 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 189,718 | 47,983 | 0.01% | 0.01% | 35 | -27,905 | -12.82% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 171,702 | 44,187 | 0.03% | — | 36 | +171,702 | New | Q4 2025 | Feb 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 171,811 | 43,454 | 0.13% | 0.11% | 37 | +35,541 | 26.08% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 164,109 | 42,000 | 0.01% | 0.01% | 38 | -2,794 | -1.67% | Q4 2025 | Feb 18, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 162,128 | 41,005 | 1.22% | 1.18% | 39 | -5,329 | -3.18% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 149,945 | 37,924 | 0.14% | 0.13% | 40 | +32,890 | 28.1% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 148,025 | 37,439 | 0.02% | 0.06% | 41 | -236,496 | -61.5% | Q4 2025 | Feb 19, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 146,090 | 36,949 | 0.01% | 0.01% | 42 | -928 | -0.63% | Q4 2025 | Jan 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 140,310 | 35,487 | 0.05% | 0.05% | 43 | +4,601 | 3.39% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 136,694 | 34,572 | 0.01% | 0.01% | 44 | -34,277 | -20.05% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | New | 133,344 | 34,021 | 0.04% | — | 45 | +133,344 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 131,277 | 33,202 | 0.01% | 0.01% | 46 | -16,102 | -10.93% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 124,082 | 31,383 | 0.03% | 0.03% | 47 | +7,027 | 6.0% | Q4 2025 | Feb 13, 2026 |
| Harvey Partners, LLC | History | Added to | 117,500 | 29,718 | 2.63% | 2.5% | 48 | +8,800 | 8.1% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 116,033 | 29,347 | 0.0% | 0.0% | 49 | +1,982 | 1.74% | Q4 2025 | Feb 19, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 111,374 | 28,168 | 0.23% | 0.22% | 50 | -9,212 | -7.64% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 107,381 | 27,158 | 0.0% | 0.0% | 51 | -6,301 | -5.54% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 106,193 | 26,858 | 0.04% | 0.09% | 52 | -83,280 | -43.95% | Q4 2025 | Feb 12, 2026 |
| Aristotle Capital Boston, LLC | History | Added to | 99,915 | 25,270 | 1.39% | 1.16% | 53 | +13,178 | 15.19% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 99,652 | 25,203 | 0.82% | 0.84% | 54 | +1,200 | 1.22% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 99,510 | 25,168 | 0.01% | 0.01% | 55 | -1,395 | -1.38% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 96,367 | 24,373 | 0.0% | 0.0% | 56 | +28,288 | 41.55% | Q4 2025 | Mar 25, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 93,735 | 23,707 | 3.19% | 3.67% | 57 | -11,753 | -11.14% | Q4 2025 | Feb 13, 2026 |
| Perpetual Ltd | History | Added to | 89,408 | 22,613 | 0.33% | 0.0% | 58 | +88,630 | 11392.03% | Q4 2025 | Jan 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 88,380 | 22,353 | 0.0% | 0.0% | 59 | +3,326 | 3.91% | Q4 2025 | Feb 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 86,564 | 21,893 | 0.36% | 0.37% | 60 | +908 | 1.06% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 82,145 | 20,776 | 0.07% | 0.06% | 61 | +12,900 | 18.63% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Added to | 82,088 | 20,761 | 0.1% | 0.06% | 62 | +33,884 | 70.29% | Q4 2025 | Feb 17, 2026 |
| Giverny Capital Inc. | History | Added to | 81,585 | 20,634 | 0.69% | 0.71% | 63 | +328 | 0.4% | Q4 2025 | Feb 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 81,204 | 20,538 | 0.16% | 0.18% | 64 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 76,447 | 19,335 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 73,286 | 18,535 | 0.09% | 0.09% | 66 | -588 | -0.8% | Q4 2025 | Feb 12, 2026 |
| Summit Creek Advisors LLC | History | Added to | 70,714 | 17,884 | 2.81% | 2.46% | 67 | +5,678 | 8.73% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 66,814 | 16,898 | 0.03% | 0.0% | 68 | +60,551 | 966.81% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 65,779 | 16,636 | 0.03% | 0.05% | 69 | +1,013 | 1.56% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 65,634 | 16,600 | 0.01% | 0.01% | 70 | -2,854 | -4.17% | Q4 2025 | Feb 13, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 62,300 | 15,756 | 0.58% | 0.62% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 61,425 | 15,535 | 0.47% | 0.28% | 72 | +14,875 | 31.95% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 61,213 | 15,481 | 0.46% | 0.96% | 73 | +2,274 | 3.86% | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 58,394 | 14,769 | 1.45% | 1.47% | 74 | -4,141 | -6.62% | Q4 2025 | Jan 27, 2026 |
| Polar Capital Holdings Plc | History | New | 57,085 | 14,437 | 0.06% | — | 75 | +57,085 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 52,015 | 13,656 | 0.02% | 0.02% | 76 | +1,161 | 2.28% | Q4 2025 | Jan 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 49,762 | 12,593 | 0.01% | 0.01% | 77 | +15,755 | 46.33% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 48,868 | 12,359 | 0.01% | 0.01% | 78 | +920 | 1.92% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 48,101 | 12,165 | 0.07% | 0.07% | 79 | -1,895 | -3.79% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 46,757 | 11,825 | 0.02% | 0.03% | 80 | -52,841 | -53.05% | Q4 2025 | Feb 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Added to | 46,340 | 11,720 | 0.42% | 0.28% | 81 | +14,457 | 45.34% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 42,854 | 10,838 | 0.01% | 0.01% | 82 | -498 | -1.15% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 42,576 | 10,769 | 0.0% | 0.0% | 83 | -1,482 | -3.36% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 42,063 | 10,638 | 0.04% | 0.04% | 84 | +6,664 | 18.83% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 41,888 | 10,594 | 0.01% | 0.01% | 85 | -24,919 | -37.3% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 39,083 | 9,884 | 0.52% | 0.55% | 86 | -1,114 | -2.77% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 37,889 | 9,582 | 0.0% | 0.0% | 87 | -8,952 | -19.11% | Q4 2025 | Feb 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 36,913 | 9,336 | 0.02% | 0.02% | 88 | +1,071 | 2.99% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 36,886 | 9,329 | 0.03% | 0.01% | 89 | +25,843 | 234.02% | Q4 2025 | Feb 13, 2026 |
| BLI - Banque de Luxembourg Investments | History | Reduced | 34,500 | 8,878 | 0.26% | 0.27% | 90 | -1,500 | -4.17% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 35,000 | 8,852 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 34,050 | 8,611 | 0.35% | 0.37% | 92 | +370 | 1.1% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 31,600 | 7,992 | 0.0% | 0.0% | 93 | +612 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | New | 31,117 | 7,870 | 0.02% | — | 94 | +31,117 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 30,907 | 7,817 | 0.0% | 0.0% | 95 | +1,591 | 5.43% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 30,810 | 7,792 | 0.03% | — | 96 | +30,810 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 29,887 | 7,559 | 0.02% | 0.03% | 97 | -76 | -0.25% | Q4 2025 | Jan 15, 2026 |
| STRS OHIO | History | Added to | 29,588 | 7,483 | 0.03% | 0.03% | 98 | +1 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 29,450 | 7,448 | 0.4% | 0.37% | 99 | +2,631 | 9.81% | Q4 2025 | Feb 11, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 29,158 | 7,374 | 1.12% | 1.19% | 100 | -208 | -0.71% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 29,010 | 7,337 | 0.03% | 0.03% | 101 | +4,065 | 16.3% | Q4 2025 | Jan 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 27,912 | 7,059 | 0.01% | 98.76% | 102 | -54,214 | -66.01% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 27,087 | 6,851 | 0.0% | — | 103 | +27,087 | New | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 26,921 | 6,808 | 0.97% | 1.52% | 104 | -14,929 | -35.67% | Q4 2025 | Feb 17, 2026 |
| BAHL & GAYNOR INC | History | Added to | 26,873 | 6,796 | 0.03% | 0.03% | 105 | +518 | 1.97% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 26,856 | 6,792 | 0.01% | 0.02% | 106 | -3,214 | -10.69% | Q4 2025 | Feb 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 26,010 | 6,578 | 0.01% | 0.0% | 107 | +25,501 | 5010.02% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 24,662 | 6,238 | 0.01% | 0.01% | 108 | -100 | -0.4% | Q4 2025 | Jan 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 24,775 | 6,015 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,744 | 6,005 | 0.01% | 0.0% | 110 | +20,117 | 554.65% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 23,579 | 5,963 | 0.01% | 0.01% | 111 | +665 | 2.9% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 23,093 | 5,840 | 0.01% | 0.0% | 112 | +22,304 | 2826.87% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 21,982 | 5,559 | 0.01% | 0.03% | 113 | -37,886 | -63.28% | Q4 2025 | Feb 17, 2026 |
| MIROVA | History | New | 21,733 | 5,496 | 0.79% | — | 114 | +21,733 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 193,583 | 5,389 | 0.01% | 0.0% | 115 | +183,619 | 1842.82% | Q4 2025 | Mar 09, 2026 |
| Alpine Peaks Capital, LP | History | Added to | 20,400 | 5,159 | 4.91% | 4.48% | 116 | +500 | 2.51% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 19,796 | 5,023 | 0.01% | 0.0% | 117 | +12,548 | 173.12% | Q4 2025 | Jan 28, 2026 |
| NATIXIS | History | Added to | 19,538 | 4,941 | 0.02% | 0.0% | 118 | +15,856 | 430.64% | Q4 2025 | Feb 13, 2026 |
| Roubaix Capital, LLC | History | New | 19,442 | 4,917 | 2.1% | — | 119 | +19,442 | New | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 18,915 | 4,857 | 0.01% | 0.01% | 120 | -10,748 | -36.23% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,098 | 4,830 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,800 | 4,754 | 0.0% | 0.0% | 122 | -3,526 | -15.79% | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 18,173 | 4,596 | 0.21% | 0.26% | 123 | -4,141 | -18.56% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 18,147 | 4,589 | 0.0% | 0.0% | 124 | -1,297 | -6.67% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,107 | 4,579 | 0.0% | — | 125 | +18,107 | New | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | No change | 17,755 | 4,490 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 17,750 | 4,489 | 0.04% | — | 127 | +17,750 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,610 | 4,453 | 0.0% | 0.0% | 128 | -497 | -2.74% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 17,234 | 4,358 | 0.02% | 0.02% | 129 | -1,560 | -8.3% | Q4 2025 | Jan 29, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 16,600 | 4,198 | 0.12% | 0.09% | 130 | +4,700 | 39.5% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Added to | 16,162 | 4,087 | 0.02% | 0.01% | 131 | +10,404 | 180.69% | Q4 2025 | Feb 13, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 16,000 | 4,046 | 0.49% | 0.59% | 132 | -5,000 | -23.81% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 15,598 | 3,945 | 0.0% | 0.0% | 133 | -1,126 | -6.73% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 15,550 | 3,932 | 0.0% | 0.0% | 134 | -2,699 | -14.79% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 15,540 | 3,928 | 0.01% | 0.01% | 135 | -256 | -1.62% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 15,252 | 3,857 | 0.0% | 0.0% | 136 | -21,910 | -58.96% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,064 | 3,809 | 0.1% | 0.11% | 137 | -128 | -0.84% | Q4 2025 | Feb 17, 2026 |
| Dean Capital Management | History | Reduced | 14,925 | 3,774 | 1.61% | 2.85% | 138 | -13,268 | -47.06% | Q4 2025 | Feb 20, 2026 |
| Mariner, LLC | History | Added to | 14,785 | 3,740 | 0.0% | 0.0% | 139 | +4,911 | 49.74% | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 14,733 | 3,726 | 0.07% | 0.06% | 140 | +395 | 2.75% | Q4 2025 | Jan 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 14,098 | 3,565 | 0.0% | 0.0% | 141 | -2,468 | -14.9% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 13,862 | 3,505 | 0.03% | 0.03% | 142 | +215 | 1.58% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 13,766 | 3,482 | 0.01% | 0.0% | 143 | +11,988 | 674.24% | Q4 2025 | Feb 05, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 13,766 | 3,481 | 0.21% | 0.2% | 144 | -65 | -0.47% | Q4 2025 | Feb 12, 2026 |
| First National Advisers, LLC | History | Added to | 13,612 | 3,443 | 0.47% | 0.47% | 145 | +307 | 2.31% | Q4 2025 | Feb 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 13,500 | 3,414 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,095 | 3,311 | 0.0% | 0.02% | 147 | -38,819 | -74.78% | Q4 2025 | Feb 13, 2026 |
| Mendel Money Management | History | Reduced | 12,526 | 3,168 | 1.33% | 1.37% | 148 | -78 | -0.62% | Q4 2025 | Jan 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,616 | 3,113 | 0.01% | 0.01% | 149 | -411 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Jefferies Financial Group Inc. | History | New | 11,823 | 2,990 | 0.02% | — | 150 | +11,823 | New | Q4 2025 | Feb 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 11,570 | 2,926 | 0.0% | 0.0% | 151 | -207 | -1.76% | Q4 2025 | Feb 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 11,543 | 2,919 | 0.12% | 0.13% | 152 | +38 | 0.33% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,352 | 2,871 | 0.0% | 0.0% | 153 | -499 | -4.21% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 11,095 | 2,806 | 0.0% | 0.0% | 154 | +399 | 3.73% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,069 | 2,800 | 0.02% | 0.02% | 155 | -233 | -2.06% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,926 | 2,763 | 0.0% | 0.0% | 156 | +4,981 | 83.78% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,733 | 2,714 | 0.0% | 0.0% | 157 | -6,091 | -36.2% | Q4 2025 | Feb 10, 2026 |
| Holocene Advisors, LP | History | Reduced | 10,723 | 2,712 | 0.01% | 0.01% | 158 | -4,797 | -30.91% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 10,707 | 2,707 | 0.0% | 0.0% | 159 | +277 | 2.66% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,459 | 2,645 | 0.03% | 0.04% | 160 | -861 | -7.61% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 10,364 | 2,621 | 0.03% | 0.03% | 161 | -1,082 | -9.45% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,199 | 2,579 | 0.02% | 0.02% | 162 | -725 | -6.64% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 9,908 | 2,505 | 0.24% | 0.15% | 163 | +2,862 | 40.62% | Q4 2025 | Jan 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 9,880 | 2,498 | 0.01% | 0.02% | 164 | -5,764 | -36.84% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 9,668 | 2,445 | 0.05% | 0.02% | 165 | +6,540 | 209.08% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,307 | 2,320 | 0.0% | 0.0% | 166 | +1,216 | 17.15% | Q4 2025 | Jan 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 9,128 | 2,308 | 0.01% | 0.01% | 167 | +81 | 0.9% | Q4 2025 | Jan 30, 2026 |
| Amundi | History | Reduced | 8,838 | 2,235 | 0.0% | 0.0% | 168 | -11,695 | -56.96% | Q4 2025 | Feb 17, 2026 |
| Gator Capital Management, LLC | History | New | 8,691 | 2,198 | 0.45% | — | 169 | +8,691 | New | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,676 | 2,198 | 0.02% | 0.02% | 170 | -101 | -1.3% | Q4 2025 | Jan 21, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 8,422 | 2,130 | 0.0% | — | 171 | +8,422 | New | Q4 2025 | Feb 10, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 8,364 | 2,115 | 0.32% | 0.34% | 172 | +44 | 0.53% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 8,307 | 2,101 | 0.01% | 0.01% | 173 | +285 | 3.55% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,148 | 2,060 | 0.01% | 0.01% | 174 | -549 | -6.31% | Q4 2025 | Feb 17, 2026 |
| SMA Capital LLC | History | New | 8,106 | 2,050 | 0.98% | — | 175 | +8,106 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,653 | 1,935 | 0.0% | 0.0% | 176 | -2,380 | -23.72% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,523 | 1,902 | 0.0% | 0.0% | 177 | -162 | -2.11% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,338 | 1,855 | 0.0% | 0.0% | 178 | +2,581 | 54.26% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,236 | 1,831 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 7,217 | 1,825 | 0.03% | 0.02% | 180 | +1,952 | 37.08% | Q4 2025 | Jan 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 7,148 | 1,807 | 0.03% | 0.01% | 181 | +3,002 | 72.41% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 6,912 | 1,748 | 0.01% | 0.01% | 182 | -392 | -5.37% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | No change | 6,900 | 1,745 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 6,785 | 1,716 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,536 | 1,652 | 0.02% | 0.02% | 185 | -245 | -3.61% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 6,511 | 1,647 | 0.0% | 0.01% | 186 | -668 | -9.3% | Q4 2025 | Jan 26, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | New | 6,455 | 1,632 | 1.34% | — | 187 | +6,455 | New | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,232 | 1,576 | 0.01% | 0.01% | 188 | -128 | -2.01% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,223 | 1,573 | 0.02% | 0.02% | 189 | -35 | -0.56% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 6,214 | 1,571 | 0.0% | 0.0% | 190 | +3,228 | 108.1% | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 6,200 | 1,568 | 0.01% | — | 191 | +6,200 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,939 | 1,502 | 0.01% | — | 192 | +5,939 | New | Q4 2025 | Feb 18, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 5,853 | 1,480 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Reduced | 5,608 | 1,418 | 0.01% | 0.01% | 194 | -144 | -2.5% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 5,571 | 1,409 | 0.02% | 0.02% | 195 | +46 | 0.83% | Q4 2025 | Feb 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 5,561 | 1,406 | 0.01% | — | 196 | +5,561 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 5,504 | 1,392 | 0.01% | — | 197 | +5,504 | New | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 5,419 | 1,370 | 0.06% | 0.07% | 198 | -392 | -6.75% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,400 | 1,365 | 0.04% | 0.04% | 199 | +435 | 8.76% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 5,350 | 1,356 | 0.0% | 0.0% | 200 | +3,680 | 220.36% | Q4 2025 | Mar 20, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 5,355 | 1,354 | 0.31% | 0.31% | 201 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,312 | 1,343 | 0.02% | 0.02% | 202 | -523 | -8.96% | Q4 2025 | Feb 02, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,300 | 1,340 | 0.01% | 0.01% | 203 | +200 | 3.92% | Q4 2025 | Jan 28, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,100 | 1,290 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 5,098 | 1,289 | 0.0% | 0.0% | 205 | +1,286 | 33.74% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 5,084 | 1,285 | 0.0% | — | 206 | +5,084 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 5,077 | 1,284 | 0.0% | 0.0% | 207 | +211 | 4.34% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,059 | 1,279 | 0.0% | 0.0% | 208 | +1,514 | 42.71% | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,995 | 1,263 | 0.01% | 0.01% | 209 | -324 | -6.09% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,979 | 1,259 | 0.02% | 0.02% | 210 | -50 | -0.99% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,702 | 1,189 | 0.01% | 0.01% | 211 | -171 | -3.51% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,564 | 1,154 | 0.04% | 0.04% | 212 | -81 | -1.74% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,336 | 1,096 | 0.0% | 0.0% | 213 | -17 | -0.39% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,218 | 1,066 | 0.0% | 0.0% | 214 | -307 | -6.78% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,062 | 1,027 | 0.0% | 0.0% | 215 | -1,789 | -30.58% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,947 | 998 | 0.0% | 0.0% | 216 | +402 | 11.34% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,896 | 985 | 0.0% | 0.0% | 217 | +478 | 13.98% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 3,882 | 981 | 0.03% | — | 218 | +3,882 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,744 | 946 | 0.01% | 0.0% | 219 | +11 | 0.29% | Q4 2025 | Jan 29, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 3,613 | 913 | 0.09% | 0.09% | 220 | +107 | 3.05% | Q4 2025 | Jan 21, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 3,585 | 906 | 0.2% | 0.24% | 221 | -2,645 | -42.46% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 3,489 | 882 | 0.01% | 0.01% | 222 | -262 | -6.98% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,487 | 881 | 0.0% | 0.0% | 223 | -958 | -21.55% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,401 | 860 | 0.0% | 0.0% | 224 | +138 | 4.23% | Q4 2025 | Feb 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 3,266 | 826 | 0.2% | 0.23% | 225 | -266 | -7.53% | Q4 2025 | Feb 03, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 3,250 | 821 | 0.7% | — | 226 | +3,250 | New | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 3,116 | 788 | 0.19% | 0.19% | 227 | +32 | 1.04% | Q4 2025 | Jan 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 3,095 | 782 | 0.0% | 0.0% | 228 | -1,569 | -33.64% | Q4 2025 | Feb 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,976 | 752 | 0.01% | 0.01% | 229 | -42 | -1.39% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 2,966 | 750 | 0.0% | 0.0% | 230 | +370 | 14.25% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,822 | 713 | 0.04% | 0.04% | 231 | +169 | 6.37% | Q4 2025 | Jan 23, 2026 |
| CPC Advisors, LLC | History | New | 2,813 | 711 | 0.07% | — | 232 | +2,813 | New | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,810 | 710 | 0.0% | 0.0% | 233 | +75 | 2.74% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,658 | 672 | 0.0% | — | 234 | +2,658 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 2,644 | 669 | 0.05% | 0.06% | 235 | -123 | -4.45% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,610 | 660 | 0.0% | 0.0% | 236 | +1,165 | 80.62% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,598 | 657 | 0.0% | 0.0% | 237 | +684 | 35.74% | Q4 2025 | Feb 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 2,571 | 650 | 0.0% | 0.01% | 238 | -35,532 | -93.25% | Q4 2025 | Feb 17, 2026 |
| Radnor Capital Management, LLC | History | Added to | 2,552 | 645 | 0.1% | 0.1% | 239 | +12 | 0.47% | Q4 2025 | Feb 06, 2026 |
| Trust Point Inc. | History | Added to | 2,520 | 637 | 0.05% | 0.05% | 240 | +68 | 2.77% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,516 | 636 | 0.01% | 0.01% | 241 | +310 | 14.05% | Q4 2025 | Jan 26, 2026 |
| Red Door Wealth Management, LLC | History | No change | 2,500 | 632 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 2,475 | 625 | 0.02% | 0.02% | 243 | +226 | 10.05% | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 2,438 | 616 | 0.01% | — | 244 | +2,438 | New | Q4 2025 | Feb 02, 2026 |
| Inscription Capital, LLC | History | Added to | 2,424 | 613 | 0.06% | 0.07% | 245 | +5 | 0.21% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 2,405 | 608 | 0.0% | 0.0% | 246 | +1,486 | 161.7% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,311 | 584 | 0.0% | 0.0% | 247 | -11,815 | -83.64% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 2,290 | 579 | 0.0% | 0.01% | 249 | -463 | -16.82% | Q4 2025 | Feb 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,290 | 579 | 0.03% | 0.04% | 248 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Handelsbanken Fonder AB | History | No change | 2,265 | 573 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legato Capital Management LLC | History | Reduced | 2,232 | 564 | 0.05% | 0.31% | 251 | -8,927 | -80.0% | Q4 2025 | Feb 06, 2026 |
| Ethic Inc. | History | Reduced | 2,158 | 545 | 0.01% | 0.01% | 252 | -117 | -5.14% | Q4 2025 | Feb 03, 2026 |
| Vestcor Inc | History | No change | 2,145 | 543 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,074 | 524 | 0.03% | 0.03% | 254 | -46 | -2.17% | Q4 2025 | Jan 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,059 | 520 | 0.0% | 0.0% | 255 | -197 | -8.73% | Q4 2025 | Feb 02, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 2,022 | 511 | 0.17% | 0.23% | 256 | -763 | -27.4% | Q4 2025 | Jan 30, 2026 |
| EASTERN BANK | History | No change | 1,999 | 505 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,981 | 501 | 0.0% | 0.0% | 258 | +154 | 8.43% | Q4 2025 | Jan 30, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 1,926 | 487 | 0.03% | 0.04% | 259 | +1 | 0.05% | Q4 2025 | Feb 12, 2026 |
| Kensington Investment Counsel, LLC | History | Reduced | 1,831 | 463 | 0.19% | 0.25% | 260 | -515 | -21.95% | Q4 2025 | Feb 18, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 1,833 | 463 | 0.08% | 0.09% | 261 | -9 | -0.49% | Q4 2025 | Feb 09, 2026 |
| Sierra Legacy Group | History | No change | 1,820 | 460 | 0.34% | 0.35% | 262 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 1,776 | 449 | 0.02% | 0.01% | 263 | -100 | -5.33% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 1,740 | 440 | 0.0% | — | 264 | +1,740 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Reduced | 1,743 | 440 | 0.02% | 0.03% | 265 | -243 | -12.24% | Q4 2025 | Feb 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,733 | 438 | 0.04% | — | 267 | +1,733 | New | Q4 2025 | Feb 17, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 1,735 | 438 | 0.04% | 0.04% | 266 | -60 | -3.34% | Q4 2025 | Feb 03, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 1,705 | 431 | 0.06% | 0.06% | 268 | -39 | -2.24% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 1,600 | 404 | 0.01% | 0.01% | 269 | -72 | -4.31% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,597 | 403 | 0.01% | 0.01% | 270 | -9 | -0.56% | Q4 2025 | Jan 20, 2026 |
| Dundas Partners LLP | History | Added to | 1,590 | 402 | 0.03% | 0.02% | 271 | +677 | 74.15% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 1,498 | 378 | 0.0% | 0.0% | 272 | -139 | -8.49% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,463 | 370 | 0.0% | 0.0% | 273 | +541 | 58.68% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,453 | 367 | 0.01% | 0.01% | 274 | -65 | -4.28% | Q4 2025 | Feb 13, 2026 |
| Impact Partnership Wealth, LLC | History | New | 1,432 | 362 | 0.05% | — | 275 | +1,432 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,415 | 357 | 0.01% | 0.01% | 276 | +63 | 4.66% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | New | 1,410 | 356 | 0.04% | — | 277 | +1,410 | New | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,376 | 348 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,360 | 343 | 0.03% | 0.03% | 279 | +381 | 38.92% | Q4 2025 | Jan 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,322 | 334 | 0.0% | 0.0% | 281 | +1,258 | 1965.63% | Q4 2025 | Feb 18, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,323 | 334 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 1,311 | 331 | 0.04% | 0.02% | 282 | +645 | 96.85% | Q4 2025 | Feb 11, 2026 |
| Utah Retirement Systems | History | No change | 1,297 | 328 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 1,288 | 325 | 0.05% | 0.06% | 284 | -43 | -3.23% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,266 | 320 | 0.0% | 0.0% | 285 | +90 | 7.65% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,263 | 319 | 0.0% | 0.0% | 286 | +30 | 2.43% | Q4 2025 | Jan 05, 2026 |
| Callan Family Office, LLC | History | New | 1,230 | 311 | 0.01% | — | 287 | +1,230 | New | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,224 | 309 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,211 | 306 | 0.0% | 0.0% | 289 | -864 | -41.64% | Q4 2025 | Mar 16, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,207 | 305 | 0.0% | 0.0% | 290 | -2,950 | -70.96% | Q4 2025 | Feb 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,200 | 303 | 0.03% | 0.04% | 291 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | History | No change | 1,200 | 303 | 0.1% | 0.11% | 292 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,159 | 293 | 0.0% | — | 293 | +1,159 | New | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 1,139 | 288 | 0.02% | — | 294 | +1,139 | New | Q4 2025 | Feb 25, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,123 | 284 | 0.0% | — | 295 | +1,123 | New | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,100 | 278 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Segment Wealth Management, LLC | History | No change | 1,081 | 273 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 1,078 | 272 | 0.01% | 0.01% | 298 | +22 | 2.08% | Q4 2025 | Feb 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,065 | 269 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Krilogy Financial LLC | History | New | 917 | 266 | 0.01% | — | 300 | +917 | New | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,043 | 263 | 0.01% | 0.01% | 301 | -327 | -23.87% | Q4 2025 | Jan 27, 2026 |
| Curi Capital, LLC | History | New | 1,020 | 257 | 0.0% | — | 302 | +1,020 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 883 | 256 | 0.01% | — | 303 | +883 | New | Q4 2025 | Jan 28, 2026 |
| Claret Asset Management Corp | History | Reduced | 1,013 | 256 | 0.03% | 0.03% | 304 | -3 | -0.3% | Q4 2025 | Feb 11, 2026 |
| Embree Financial Group | History | Reduced | 1,005 | 254 | 0.03% | 0.04% | 305 | -12 | -1.18% | Q4 2025 | Jan 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,000 | 252 | 0.01% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Forum Financial Management, LP | History | Added to | 971 | 245 | 0.0% | 0.0% | 307 | +21 | 2.21% | Q4 2025 | Jan 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 903 | 228 | 0.05% | 0.05% | 308 | -44 | -4.65% | Q4 2025 | Jan 16, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 880 | 222 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 871 | 220 | 0.0% | 0.0% | 310 | -23 | -2.57% | Q4 2025 | Feb 11, 2026 |
| North Dakota State Investment Board | History | New | 868 | 219 | 0.01% | — | 313 | +868 | New | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 812 | 219 | 0.0% | — | 312 | +812 | New | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 866 | 219 | 0.01% | 0.01% | 311 | +47 | 5.74% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 862 | 218 | 0.0% | 0.0% | 314 | -12,721 | -93.65% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 864 | 218 | 0.0% | 0.0% | 315 | -7 | -0.8% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | New | 861 | 217 | 0.0% | — | 316 | +861 | New | Q4 2025 | Jan 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 858 | 217 | 0.01% | 0.01% | 317 | +40 | 4.89% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | New | 843 | 213 | 0.0% | — | 318 | +843 | New | Q4 2025 | Feb 03, 2026 |
| Sivia Capital Partners, LLC | History | New | 842 | 212 | 0.04% | — | 320 | +842 | New | Q4 2025 | Feb 10, 2026 |
| McCollum Christoferson Group LLC | History | No change | 840 | 212 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Vise Technologies, Inc. | History | New | 832 | 210 | 0.0% | — | 321 | +832 | New | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 821 | 207 | 0.0% | 0.0% | 322 | -11 | -1.32% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | No change | 815 | 206 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 811 | 205 | 0.0% | 0.0% | 324 | -9 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 810 | 204 | 0.03% | — | 327 | +810 | New | Q4 2025 | Jan 23, 2026 |
| Bayforest Capital Ltd | History | Reduced | 808 | 204 | 0.15% | 0.12% | 326 | -153 | -15.92% | Q4 2025 | Jan 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 807 | 204 | 0.01% | 0.01% | 325 | +1 | 0.12% | Q4 2025 | Jan 15, 2026 |
| KBC Group NV | History | No change | 789 | 200 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | Reduced | 745 | 188 | 0.03% | 0.03% | 329 | -140 | -15.82% | Q4 2025 | Feb 12, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | No change | 700 | 177 | 0.02% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 688 | 174 | 0.01% | — | 331 | +688 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 663 | 167 | 0.01% | 0.01% | 332 | -83 | -11.13% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 653 | 165 | 0.0% | 0.0% | 333 | +618 | 1765.71% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 563 | 142 | 0.0% | 0.0% | 334 | -80 | -12.44% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 563 | 142 | 0.0% | 0.0% | 335 | +40 | 7.65% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 547 | 138 | 0.01% | 0.01% | 336 | -200 | -26.77% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 497 | 125 | 0.0% | 0.0% | 337 | +119 | 31.48% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 466 | 117 | 0.0% | — | 338 | +466 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 431 | 109 | 0.0% | 0.0% | 339 | -196 | -31.26% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 400 | 101 | 0.0% | — | 341 | +400 | New | Q4 2025 | Jan 21, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 101 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 371 | 95 | 0.0% | — | 342 | +371 | New | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 365 | 92 | 0.0% | 0.0% | 343 | -48 | -11.62% | Q4 2025 | Feb 02, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 362 | 91 | 0.01% | 0.01% | 344 | +97 | 36.6% | Q4 2025 | Jan 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 352 | 89 | 0.0% | 0.0% | 345 | +103 | 41.37% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 333 | 84 | 0.01% | 0.0% | 346 | +165 | 98.21% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 310 | 78 | 0.0% | — | 348 | +310 | New | Q4 2025 | Feb 05, 2026 |
| United Community Bank | History | Reduced | 312 | 78 | 0.03% | 0.04% | 349 | -183 | -36.97% | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 312 | 78 | 0.0% | 0.0% | 347 | -4 | -1.27% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 310 | 78 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| UMB Bank, n.a. | History | Added to | 305 | 77 | 0.0% | 0.0% | 351 | +8 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 301 | 76 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hoese & Co LLP | History | No change | 282 | 71 | 0.05% | 0.06% | 353 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 271 | 68 | 0.0% | 0.01% | 354 | -218 | -44.58% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 260 | 65 | 0.0% | 0.0% | 355 | +65 | 33.33% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 222 | 56 | 0.01% | 0.0% | 356 | +154 | 226.47% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 214 | 54 | 0.0% | 0.0% | 357 | +24 | 12.63% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 191 | 53 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 208 | 52 | 0.0% | 0.0% | 359 | +1 | 0.48% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 202 | 51 | 0.0% | 0.0% | 360 | +68 | 50.75% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 201 | 50 | 0.0% | 0.0% | 361 | +11 | 5.79% | Q4 2025 | Feb 09, 2026 |
| Grove Bank & Trust | History | No change | 200 | 50 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 184 | 46 | 0.0% | 0.03% | 363 | -6,973 | -97.43% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 175 | 44 | 0.01% | 0.02% | 364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank of Jackson Hole Trust | History | No change | 171 | 43 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 162 | 41 | 0.0% | 0.0% | 367 | +27 | 20.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 166 | 41 | 0.0% | 0.0% | 366 | +6 | 3.75% | Q4 2025 | Feb 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 157 | 39 | 0.0% | 0.0% | 368 | +20 | 14.6% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 149 | 37 | 0.0% | 0.0% | 369 | +111 | 292.11% | Q4 2025 | Feb 06, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 142 | 35 | 0.03% | — | 370 | +142 | New | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 136 | 34 | 0.01% | 0.01% | 372 | -28 | -17.07% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 136 | 34 | 0.0% | 0.0% | 371 | +16 | 13.33% | Q4 2025 | Feb 06, 2026 |
| Penserra Capital Management LLC | History | New | 131 | 33 | 0.0% | — | 374 | +131 | New | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 132 | 33 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 128 | 32 | 0.01% | — | 375 | +128 | New | Q4 2025 | Feb 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 120 | 30 | 0.0% | — | 376 | +120 | New | Q4 2025 | Jan 22, 2026 |
| Covestor Ltd | History | Added to | 115 | 29 | 0.02% | 0.01% | 379 | +28 | 32.18% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 111 | 29 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | No change | 94 | 29 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 106 | 26 | 0.0% | — | 380 | +106 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 103 | 26 | 0.0% | 0.0% | 381 | +89 | 635.71% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 106 | 26 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key Capital Management, INC | History | New | 100 | 25 | 0.02% | — | 385 | +100 | New | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 100 | 25 | 0.0% | 0.0% | 384 | +13 | 14.94% | Q4 2025 | Feb 10, 2026 |
| Centerpoint Advisors, LLC | History | No change | 98 | 25 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 96 | 24 | 0.0% | 0.0% | 386 | -9 | -8.57% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | No change | 95 | 24 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 93 | 23 | 0.0% | 0.0% | 388 | +11 | 13.41% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 83 | 21 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mechanics Financial Corp | History | No change | 86 | 21 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| True Wealth Design, LLC | History | Reduced | 80 | 20 | 0.01% | 0.01% | 391 | -3 | -3.61% | Q4 2025 | Jan 08, 2026 |
| Caitlin John, LLC | History | No change | 72 | 18 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 66 | 16 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 61 | 15 | 0.0% | 0.0% | 395 | +26 | 74.29% | Q4 2025 | Jan 26, 2026 |
| GW&K Investment Management, LLC | History | No change | 58 | 15 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 59 | 14 | 0.0% | 0.0% | 396 | -228 | -79.44% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 58 | 14 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 50 | 12 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Investors Research Corp | History | No change | 50 | 12 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Clearstead Trust, LLC | History | New | 45 | 11 | 0.0% | — | 400 | +45 | New | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 41 | 11 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBT BANK N A /NY | History | New | 40 | 10 | 0.0% | — | 402 | +40 | New | Q4 2025 | Jan 23, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 40 | 10 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROGCO, LP | History | No change | 36 | 9 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33 | 8 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 30 | 7 | 0.0% | — | 406 | +30 | New | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | Added to | 29 | 7 | 0.0% | 0.0% | 407 | +20 | 222.22% | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | Added to | 24 | 6 | 0.0% | — | 409 | +22 | 1100.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 26 | 6 | 0.0% | 0.0% | 408 | -5 | -16.13% | Q4 2025 | Jan 08, 2026 |
| FIRST HORIZON CORP | History | No change | 22 | 5 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 21 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Richardson Capital Management LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 4 | 0.0% | — | 419 | +17 | New | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 17 | 4 | 0.0% | 0.0% | 413 | -10 | -37.04% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 18 | 4 | 0.0% | 0.0% | 415 | +7 | 63.64% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Solstein Capital, LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | No change | 16 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12 | 3 | 0.0% | 0.0% | 422 | -46 | -79.31% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 13 | 3 | 0.0% | — | 420 | +12 | 1200.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | New | 11 | 3 | 0.0% | — | 423 | +11 | New | Q4 2025 | Feb 02, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 12 | 3 | 0.0% | 0.0% | 424 | +2 | 20.0% | Q4 2025 | Feb 10, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 13 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8 | 2 | 0.0% | 0.0% | 432 | -23 | -74.19% | Q4 2025 | Jan 13, 2026 |
| SageView Advisory Group, LLC | History | New | 9 | 2 | 0.0% | — | 433 | +9 | New | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | Reduced | 9 | 2 | 0.0% | 0.0% | 429 | -5 | -35.71% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 10 | 2 | 0.0% | 0.0% | 428 | +2 | 25.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 9 | 2 | 0.0% | 0.0% | 434 | +2 | 28.57% | Q4 2025 | Jan 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 2 | 0.0% | 0.0% | 435 | +1 | 14.29% | Q4 2025 | Jan 12, 2026 |
| CENTRAL TRUST Co | History | No change | 11 | 2 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| High Note Wealth, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 10 | 2 | 0.04% | 0.04% | 436 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 6 | 1 | 0.0% | — | 438 | +6 | New | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6 | 1 | 0.0% | — | 441 | +6 | New | Q4 2025 | Feb 03, 2026 |
| Sunrise Financial Services, LLC | History | New | 6 | 1 | 0.0% | — | 444 | +6 | New | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 437 | -2 | -22.22% | Q4 2025 | Feb 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Shellback Capital, LP | History | Closed out | 0 | 0 | — | 1.71% | — | -103,983 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 2.53% | — | -81,670 | -100.0% | Q3 2025 | Nov 07, 2025 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -28,882 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.3% | — | -26,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.05% | — | -17,473 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,202 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -10,201 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,107 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,102 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.05% | — | -7,197 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.02% | — | -7,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,934 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,673 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Andra AP-fonden | History | Closed out | 0 | 0 | — | 0.02% | — | -5,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -5,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,997 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,273 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,072 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,943 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.13% | — | -3,305 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -3,290 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EULAV Asset Management | History | Closed out | 0 | 0 | — | 0.02% | — | -3,013 | -100.0% | Q3 2025 | Oct 28, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,891 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.26% | — | -2,851 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,538 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -2,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,391 | -100.0% | Q3 2025 | Oct 21, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -2,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,000 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,780 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.08% | — | -1,724 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,721 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -1,691 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,325 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.04% | — | -1,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,105 | -100.0% | Q3 2025 | Oct 06, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,053 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,004 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -981 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -917 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -913 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -905 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -898 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.32% | — | -898 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -783 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -777 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -139 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STEPH & CO | History | Closed out | 0 | 0 | — | 0.01% | — | -123 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Nov 10, 2025 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Investors Portfolio Services LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Oct 20, 2025 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elyxium Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 12, 2026 |
| Signature Equity Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 17, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SouthState Bank Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CVA Family Office, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Cromwell Holdings LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |