LAKELAND FINANCIAL CORP - LKFN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 24 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,561,209 | 203,202 | 0.0% | 0.0% | 1 | +33,997 | 0.96% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,887,812 | 107,718 | 0.0% | 0.0% | 2 | +19,967 | 1.07% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,782,838 | 101,728 | 0.08% | 0.09% | 3 | -105,773 | -5.6% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 1,274,040 | 72,696 | 0.0% | 0.0% | 4 | -52,498 | -3.96% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,049,197 | 59,867 | 0.01% | 0.01% | 5 | +15,610 | 1.51% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 724,936 | 41,364 | 0.28% | 0.37% | 6 | -135,326 | -15.73% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 706,224 | 40,297 | 0.01% | 0.01% | 7 | -19,976 | -2.75% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 617,754 | 35,253 | 0.0% | 0.0% | 8 | -1,678 | -0.27% | Q4 2025 | Feb 09, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 615,680 | 35,130 | 0.78% | 0.87% | 9 | -36,059 | -5.53% | Q4 2025 | Jan 29, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 482,244 | 27,516 | 2.27% | 2.59% | 10 | -11,225 | -2.27% | Q4 2025 | Feb 11, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 449,242 | 25,633 | 0.92% | 1.05% | 11 | -25,849 | -5.44% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 344,319 | 19,646 | 0.15% | 0.18% | 12 | -29,012 | -7.77% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 330,005 | 18,830 | 0.0% | 0.0% | 13 | -16,191 | -4.68% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 327,362 | 18,679 | 0.06% | 0.07% | 14 | -2,001 | -0.61% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 306,826 | 17,507 | 0.0% | 0.0% | 15 | -14,205 | -4.42% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 297,791 | 16,991 | 0.0% | 0.0% | 16 | +21,856 | 7.92% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 293,813 | 16,839 | 0.01% | 0.01% | 17 | -30,386 | -9.37% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 254,055 | 14,496 | 0.0% | 0.0% | 18 | +71,137 | 38.89% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 251,470 | 14,348 | 0.0% | 0.0% | 19 | +71,058 | 39.39% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 207,605 | 11,845 | 0.0% | 0.0% | 20 | +12,043 | 6.16% | Q4 2025 | Feb 10, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 199,761 | 11,398 | 0.37% | 0.38% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 194,183 | 11,080 | 0.0% | 0.0% | 22 | +38,805 | 24.97% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 180,881 | 10,321 | 0.01% | 0.01% | 23 | +68,684 | 61.22% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 173,428 | 9,895 | 0.01% | 0.01% | 24 | +94,826 | 120.64% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 159,236 | 9,086 | 0.19% | 0.19% | 25 | +26,479 | 19.95% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 153,707 | 8,770 | 0.06% | 0.07% | 26 | +669 | 0.44% | Q4 2025 | Feb 13, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 153,465 | 8,756 | 2.15% | 2.42% | 27 | -473 | -0.31% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 130,229 | 7,430 | 0.01% | 0.0% | 28 | +71,607 | 122.15% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 121,884 | 6,954 | 0.0% | 0.0% | 29 | -1,454 | -1.18% | Q4 2025 | Feb 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 118,001 | 6,733 | 0.0% | 0.0% | 30 | -8,237 | -6.52% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 116,625 | 6,654 | 0.0% | 0.0% | 31 | -12,020 | -9.34% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 106,514 | 6,077 | 0.01% | 0.01% | 32 | +10,241 | 10.64% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Reduced | 105,493 | 6,019 | 0.0% | 0.0% | 33 | -2,637 | -2.44% | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,369 | 5,612 | 0.0% | 0.0% | 34 | +38,706 | 64.87% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 94,922 | 5,416 | 0.01% | — | 35 | +94,922 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 88,866 | 5,070 | 0.01% | 0.0% | 36 | +80,466 | 957.93% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 88,399 | 5,044 | 0.02% | 0.02% | 37 | -11,141 | -11.19% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 84,179 | 4,803 | 0.0% | 0.0% | 38 | -27,034 | -24.31% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 83,689 | 4,775 | 0.0% | 0.0% | 39 | -1,155 | -1.36% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 82,400 | 4,701 | 0.01% | 0.01% | 40 | +43,400 | 111.28% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 82,145 | 4,687 | 0.0% | 0.0% | 41 | +51,614 | 169.05% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 82,130 | 4,686 | 0.0% | 0.0% | 42 | +49,020 | 148.05% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 81,369 | 4,642 | 0.0% | 0.0% | 43 | +16,321 | 25.09% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 80,624 | 4,600 | 0.0% | 0.0% | 44 | -37,977 | -32.02% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 76,503 | 4,365 | 0.0% | 0.0% | 45 | +23,197 | 43.52% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 74,306 | 4,239 | 0.0% | 0.0% | 46 | -3,593 | -4.61% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 63,050 | 3,597 | 0.0% | 0.0% | 47 | -5,227 | -7.66% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 56,758 | 3,238 | 0.0% | 0.0% | 48 | +6,857 | 13.74% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 50,529 | 2,883 | 0.01% | 0.02% | 49 | -30,640 | -37.75% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 50,450 | 2,878 | 0.0% | 0.0% | 50 | +1,000 | 2.02% | Q4 2025 | Feb 12, 2026 |
| 1ST SOURCE BANK | History | No change | 48,744 | 2,781 | 0.15% | 0.16% | 51 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 47,908 | 2,734 | 0.0% | — | 52 | +47,908 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 47,486 | 2,709 | 0.0% | 0.0% | 53 | +2,859 | 6.41% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 46,453 | 2,650 | 0.0% | 0.0% | 54 | +3,103 | 7.16% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 46,054 | 2,627 | 0.0% | 0.0% | 55 | +8,634 | 23.07% | Q4 2025 | Feb 13, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 42,854 | 2,445 | 2.27% | 2.64% | 56 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 42,833 | 2,444 | 0.0% | 0.0% | 57 | -3,938 | -8.42% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 42,300 | 2,413 | 0.0% | — | 58 | +42,300 | New | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 41,856 | 2,388 | 0.0% | 0.0% | 59 | +18,130 | 76.41% | Q4 2025 | Jan 15, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 39,447 | 2,250 | 0.0% | 0.0% | 60 | +32,060 | 434.01% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Reduced | 38,085 | 2,173 | 0.0% | 0.0% | 61 | -41,719 | -52.28% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 37,823 | 2,158 | 0.0% | 0.0% | 62 | +10,139 | 36.62% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 36,192 | 2,065 | 0.1% | 0.02% | 63 | +32,104 | 785.32% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 33,299 | 1,900 | 0.0% | 0.0% | 64 | -3,841 | -10.34% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 32,585 | 1,860 | 0.0% | 0.0% | 65 | +6,257 | 23.77% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 32,545 | 1,857 | 0.1% | 0.05% | 66 | +20,992 | 181.7% | Q4 2025 | Feb 09, 2026 |
| Bridge City Capital, LLC | History | Reduced | 30,742 | 1,754 | 0.52% | 0.61% | 67 | -4,933 | -13.83% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 30,730 | 1,753 | 0.02% | 0.02% | 68 | +6,911 | 29.01% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 29,480 | 1,682 | 0.0% | — | 69 | +29,480 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,917 | 1,535 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 24,942 | 1,423 | 0.0% | 0.0% | 71 | +1,367 | 5.8% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,560 | 1,401 | 0.0% | 0.0% | 72 | -874 | -3.44% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 23,921 | 1,364 | 0.0% | 0.0% | 73 | -1,717 | -6.7% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,416 | 1,338 | 0.0% | 0.0% | 74 | -909 | -3.74% | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 23,080 | 1,316 | 0.0% | 0.0% | 75 | -730 | -3.07% | Q4 2025 | Jan 26, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 23,073 | 1,314 | 0.0% | 0.0% | 76 | +1,268 | 5.82% | Q4 2025 | Feb 13, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 22,744 | 1,297 | 0.07% | 0.08% | 77 | -309 | -1.34% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | New | 22,709 | 1,295 | 0.01% | — | 78 | +22,709 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 21,139 | 1,206 | 0.0% | 0.0% | 79 | -1,917 | -8.31% | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | Added to | 20,743 | 1,183 | 0.04% | 0.05% | 80 | +221 | 1.08% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 20,360 | 1,161 | 0.01% | — | 81 | +20,360 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,305 | 1,158 | 0.0% | 0.0% | 82 | -9,396 | -31.64% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 19,312 | 1,101 | 0.11% | 0.14% | 83 | -502 | -2.53% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 18,736 | 1,069 | 0.0% | 0.01% | 84 | -7,899 | -29.66% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,878 | 1,020 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | New | 17,360 | 990 | 0.0% | — | 86 | +17,360 | New | Q4 2025 | Feb 17, 2026 |
| Sippican Capital Advisors | History | Reduced | 17,164 | 979 | 0.63% | 1.0% | 87 | -6,500 | -27.47% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 15,284 | 872 | 0.0% | 0.0% | 88 | +118 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Uncommon Cents Investing LLC | History | No change | 15,266 | 871 | 0.21% | 0.24% | 89 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,583 | 832 | 0.0% | 0.0% | 90 | +4,672 | 47.14% | Q4 2025 | Jan 09, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 13,982 | 797 | 0.01% | 0.01% | 91 | +114 | 0.82% | Q4 2025 | Jan 23, 2026 |
| XTX Topco Ltd | History | New | 13,935 | 795 | 0.02% | — | 92 | +13,935 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,745 | 784 | 0.0% | 0.0% | 93 | -1,247 | -8.32% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,662 | 779 | 0.01% | 0.01% | 94 | -287 | -2.06% | Q4 2025 | Feb 11, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 13,328 | 760 | 0.01% | — | 95 | +13,328 | New | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 13,213 | 753 | 0.0% | 0.0% | 96 | +891 | 7.23% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,248 | 698 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,758 | 670 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,706 | 667 | 0.0% | 0.0% | 100 | +24 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 11,700 | 667 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,510 | 656 | 0.0% | 0.0% | 101 | -6,208 | -35.04% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | New | 11,505 | 653 | 0.0% | — | 102 | +11,505 | New | Q4 2025 | Mar 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,354 | 647 | 0.0% | — | 103 | +11,354 | New | Q4 2025 | Feb 13, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 11,183 | 638 | 0.2% | 0.24% | 104 | -102 | -0.9% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 10,463 | 597 | 0.0% | 0.0% | 105 | -3,233 | -23.61% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 10,040 | 572 | 0.01% | 0.0% | 106 | +3,235 | 47.54% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9,964 | 571 | 0.02% | 0.04% | 107 | -190 | -1.87% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 9,924 | 566 | 0.02% | 0.01% | 108 | +3,055 | 44.48% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 9,856 | 562 | 0.0% | 0.0% | 109 | -1,809 | -15.51% | Q4 2025 | Jan 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,818 | 560 | 0.01% | 0.01% | 110 | -1,079 | -9.9% | Q4 2025 | Feb 10, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 9,276 | 529 | 0.15% | 0.17% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 9,270 | 528 | 0.0% | 0.0% | 112 | -10,953 | -54.16% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 8,577 | 489 | 0.01% | 0.0% | 113 | +5,263 | 158.81% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,462 | 482 | 0.0% | 0.0% | 115 | -6,534 | -43.57% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,450 | 482 | 0.0% | 0.0% | 114 | -124 | -1.45% | Q4 2025 | Feb 06, 2026 |
| Inspire Investing, LLC | History | Added to | 8,212 | 468 | 0.04% | 0.04% | 116 | +1,133 | 16.01% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,184 | 466 | 0.01% | 0.02% | 117 | -1,265 | -13.39% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,521 | 429 | 0.0% | 0.0% | 118 | -267 | -3.43% | Q4 2025 | Feb 11, 2026 |
| Numerai GP LLC | History | Reduced | 7,440 | 424 | 0.05% | 0.11% | 119 | -4,992 | -40.15% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,405 | 423 | 0.0% | 0.0% | 120 | -118 | -1.57% | Q4 2025 | Feb 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 7,233 | 412 | 0.02% | 0.09% | 121 | -31,424 | -81.29% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 7,137 | 407 | 0.0% | 0.0% | 122 | -403 | -5.34% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,849 | 402 | 0.0% | 0.01% | 123 | -1,030 | -13.07% | Q4 2025 | Jan 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 6,827 | 389 | 0.05% | 0.12% | 124 | -6,000 | -46.78% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Reduced | 6,734 | 386 | 0.0% | 0.01% | 125 | -213 | -3.07% | Q4 2025 | Jan 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,630 | 378 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 6,555 | 374 | 0.0% | 0.0% | 127 | +35 | 0.54% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 6,474 | 369 | 0.0% | 0.0% | 128 | -616 | -8.69% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 6,402 | 366 | 0.0% | 0.0% | 129 | -850 | -11.72% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,320 | 360 | 0.0% | 0.0% | 130 | -182 | -2.8% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 6,140 | 350 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,796 | 345 | 0.0% | 0.0% | 132 | -458 | -7.32% | Q4 2025 | Feb 18, 2026 |
| CX Institutional | History | Added to | 6,052 | 345 | 0.01% | 0.01% | 133 | +52 | 0.87% | Q4 2025 | Feb 02, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,030 | 344 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,838 | 333 | 0.0% | 0.0% | 135 | +100 | 1.74% | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,685 | 324 | 0.0% | 0.0% | 136 | +820 | 16.86% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,487 | 313 | 0.0% | 0.0% | 137 | -1,236 | -18.38% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,500 | 313 | 0.0% | 0.0% | 138 | +500 | 10.0% | Q4 2025 | Jan 28, 2026 |
| iSAM Funds (UK) Ltd | History | New | 5,220 | 297 | 0.11% | — | 139 | +5,220 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,912 | 280 | 0.0% | 0.0% | 140 | -5,357 | -52.17% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Reduced | 4,861 | 277 | 0.02% | 0.07% | 142 | -4,491 | -48.02% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,860 | 277 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,785 | 273 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 4,723 | 270 | 0.0% | 0.0% | 144 | -250 | -5.03% | Q4 2025 | Jan 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 4,708 | 268 | 0.0% | 0.01% | 145 | -11,066 | -70.15% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,603 | 262 | 0.0% | 0.0% | 146 | -398 | -7.96% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,494 | 256 | 0.0% | 0.01% | 147 | +533 | 13.46% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 4,398 | 251 | 0.0% | 0.0% | 148 | -834 | -15.94% | Q4 2025 | Jan 26, 2026 |
| Security Financial Services, INC. | History | Reduced | 4,222 | 240 | 0.04% | 0.12% | 149 | -7,250 | -63.2% | Q4 2025 | Jan 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 4,007 | 228 | 0.0% | 0.03% | 150 | -751,787 | -99.47% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,000 | 228 | 0.0% | — | 151 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 3,950 | 226 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,902 | 223 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,843 | 219 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jump Financial, LLC | History | New | 3,771 | 215 | 0.0% | — | 155 | +3,771 | New | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,768 | 214 | 0.03% | 0.05% | 156 | -433 | -10.31% | Q4 2025 | Jan 22, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 3,736 | 213 | 0.0% | 0.0% | 157 | +66 | 1.8% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,318 | 189 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,589 | 147 | 0.0% | 0.0% | 160 | +1,716 | 196.56% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,586 | 147 | 0.0% | 0.0% | 159 | -97 | -3.62% | Q4 2025 | Feb 06, 2026 |
| State of Wyoming | History | Added to | 2,431 | 138 | 0.02% | 0.02% | 161 | +348 | 16.71% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,144 | 122 | 0.0% | 0.0% | 163 | -4,150 | -65.94% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,143 | 122 | 0.0% | 0.0% | 162 | -70 | -3.16% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,108 | 120 | 0.0% | 0.0% | 164 | -131 | -5.85% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,101 | 119 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,995 | 113 | 0.0% | 0.0% | 166 | +2 | 0.1% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 1,788 | 102 | 0.01% | 0.01% | 167 | +118 | 7.07% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,144 | 65 | 0.01% | — | 168 | +1,144 | New | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 998 | 57 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 996 | 56 | 0.0% | 0.0% | 170 | +541 | 118.9% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 741 | 42 | 0.0% | 0.0% | 171 | -68 | -8.41% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 729 | 41 | 0.0% | 0.0% | 172 | +210 | 40.46% | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | Reduced | 585 | 33 | 0.0% | 0.01% | 173 | -5,973 | -91.08% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 452 | 25 | 0.0% | 0.0% | 174 | -3 | -0.66% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 408 | 23 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 392 | 22 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 400 | 22 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 381 | 21 | 0.0% | 0.0% | 178 | -625 | -62.13% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 373 | 21 | 0.0% | 0.0% | 179 | -274 | -42.35% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 384 | 21 | 0.0% | 0.0% | 180 | -170 | -30.69% | Q4 2025 | Jan 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 322 | 18 | 0.0% | 0.0% | 181 | -67 | -17.22% | Q4 2025 | Jan 15, 2026 |
| Bank of Jackson Hole Trust | History | No change | 275 | 15 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 254 | 14 | 0.0% | 0.0% | 183 | +184 | 262.86% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 248 | 14 | 0.0% | 0.0% | 185 | +77 | 45.03% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 256 | 14 | 0.0% | 0.0% | 184 | +8 | 3.23% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 251 | 14 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 231 | 13 | 0.0% | 0.0% | 188 | -241 | -51.06% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 235 | 13 | 0.0% | 0.0% | 187 | -117 | -33.24% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 226 | 12 | 0.0% | 0.0% | 189 | +6 | 2.73% | Q4 2025 | Feb 12, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 210 | 11 | 0.01% | 0.01% | 190 | -41 | -16.33% | Q4 2025 | Jan 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 143 | 8 | 0.0% | — | 192 | +143 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 143 | 8 | 0.0% | 0.0% | 191 | -40 | -21.86% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 114 | 6 | 0.0% | — | 194 | +114 | New | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 105 | 6 | 0.0% | 0.0% | 193 | -2 | -1.87% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 100 | 5 | 0.0% | 0.0% | 196 | -68 | -40.48% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 89 | 5 | 0.0% | 0.0% | 195 | -62 | -41.06% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 88 | 5 | 0.0% | 0.0% | 198 | +9 | 11.39% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 98 | 5 | 0.0% | 0.0% | 197 | -5 | -4.85% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 87 | 4 | 0.0% | 0.0% | 199 | -132 | -60.27% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 58 | 3 | 0.0% | 0.0% | 200 | -44 | -43.14% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 64 | 3 | 0.0% | 0.0% | 201 | -2 | -3.03% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 42 | 2 | 0.0% | 0.0% | 202 | -75 | -64.1% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WPG Advisers, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 28 | 1 | 0.0% | 0.0% | 207 | -70 | -71.43% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | New | 26 | 1 | 0.0% | — | 212 | +26 | New | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 21 | 1 | 0.0% | — | 206 | +21 | New | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 19 | 1 | 0.0% | — | 214 | +19 | New | Q4 2025 | Feb 25, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23 | 1 | 0.0% | — | 211 | +10 | 76.92% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 205 | -3 | -9.38% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Added to | 9 | 1 | 0.0% | — | 210 | +2 | 28.57% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -93,375 | -100.0% | Q3 2025 | Oct 30, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -23,814 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bedel Financial Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,800 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,548 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,714 | -100.0% | Q3 2025 | Oct 30, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -4,143 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MGB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,027 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,973 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -3,800 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIRST MERCHANTS CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,500 | -100.0% | Q3 2025 | Oct 22, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,328 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,134 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 03, 2025 |
| True Wealth Design, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -14 | -58.33% | Q4 2025 | Jan 08, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10 | 0 | — | — | — | +8 | 400.0% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Bruce G. Allen Investments, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 15 | 0 | — | 0.0% | — | -2 | -11.76% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |