LINCOLN NATIONAL CORP - LNC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 | Reduced | 19,741,163 | 879,073 | 0.01% | 0.01% | 1 | -162,557 | -0.82% | Q4 2025 | Jan 29, 2026 |
| Bain Capital Prairie, LLC | History | New | 18,759,497 | 835,360 | 100.0% | — | 2 | +18,759,497 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 18,552,669 | 826,150 | 0.01% | 0.01% | 3 | +125,293 | 0.68% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,233,327 | 277,574 | 0.06% | 0.05% | 4 | +502,600 | 8.77% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 5,895,772 | 262,538 | 0.01% | 0.01% | 5 | -81,628 | -1.37% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 5,887,841 | 262,185 | 0.08% | 0.07% | 6 | -64,325 | -1.08% | Q4 2025 | Jan 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 5,208,356 | 231,929 | 0.03% | 0.02% | 7 | +3,975 | 0.08% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,784,370 | 213,047 | 0.15% | 0.15% | 8 | -95,492 | -1.96% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 4,062,903 | 180,921 | 0.01% | 0.01% | 9 | -174,735 | -4.12% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 3,681,158 | 163,921 | 0.1% | 0.05% | 10 | +1,361,835 | 58.72% | Q4 2025 | Jan 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,959,195 | 131,800 | 0.01% | 0.01% | 11 | +14,842 | 0.5% | Q4 2025 | Feb 09, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,572,936 | 114,573 | 0.25% | 0.23% | 12 | -41,803 | -1.6% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,312,254 | 102,964 | 0.05% | 0.05% | 13 | -20,330 | -0.87% | Q4 2025 | Feb 02, 2026 |
| NORGES BANK | History | New | 2,270,699 | 101,114 | 0.01% | — | 14 | +2,270,699 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,077,984 | 92,532 | 0.01% | 0.01% | 15 | +10,768 | 0.52% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,031,522 | 90,463 | 0.11% | 0.06% | 16 | +921,206 | 82.97% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,943,202 | 86,530 | 0.01% | 0.01% | 17 | -78,454 | -3.88% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,893,481 | 84,316 | 0.01% | 0.01% | 18 | -159,678 | -7.78% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,797,919 | 80,061 | 0.01% | 0.01% | 19 | -104,706 | -5.5% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,729,141 | 76,998 | 0.01% | 0.01% | 20 | +124,527 | 7.76% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,489,389 | 66,322 | 0.01% | 0.01% | 21 | +76,926 | 5.45% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 1,381,058 | 61,498 | 0.01% | 0.01% | 22 | -40,328 | -2.84% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,364,442 | 60,758 | 0.0% | 0.0% | 23 | +96,491 | 7.61% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,360,587 | 60,495 | 0.03% | 0.03% | 24 | +133,388 | 10.87% | Q4 2025 | Mar 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,289,328 | 57,413 | 0.02% | 0.02% | 25 | +371,516 | 40.48% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,214,186 | 54,067 | 0.03% | 0.02% | 26 | +395,171 | 48.25% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 980,953 | 43,681 | 0.04% | 0.03% | 27 | +241,292 | 32.62% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 868,881 | 38,691 | 0.04% | 0.0% | 28 | +829,738 | 2119.76% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 803,829 | 35,794 | 0.02% | 0.02% | 29 | -13,726 | -1.68% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 746,919 | 33,260 | 0.01% | 0.01% | 30 | -155,491 | -17.23% | Q4 2025 | Feb 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 715,633 | 31,867 | 0.26% | — | 31 | +715,633 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 699,197 | 31,135 | 0.0% | 0.01% | 32 | -703,021 | -50.14% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 684,491 | 30,480 | 0.0% | 0.0% | 33 | +237,986 | 53.3% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 651,233 | 28,999 | 0.01% | 0.01% | 34 | +2,688 | 0.41% | Q4 2025 | Feb 11, 2026 |
| Interval Partners, LP | History | Added to | 616,491 | 27,452 | 0.49% | 0.27% | 35 | +199,848 | 47.97% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 585,108 | 26,054 | 0.09% | 0.1% | 36 | -73,017 | -11.09% | Q4 2025 | Feb 13, 2026 |
| ALGEBRIS (UK) LTD | History | Reduced | 583,777 | 26,007 | 2.06% | 4.99% | 37 | -509,116 | -46.58% | Q4 2025 | Feb 10, 2026 |
| Advisors Capital Management, LLC | History | Added to | 573,705 | 25,547 | 0.3% | 0.28% | 38 | +4,525 | 0.8% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 557,399 | 24,820 | 0.01% | 0.0% | 39 | +42,435 | 8.24% | Q4 2025 | Feb 17, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 539,276 | 24,013 | 0.61% | — | 40 | +539,276 | New | Q4 2025 | Feb 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 533,823 | 23,926 | 0.03% | 0.0% | 41 | +501,120 | 1532.34% | Q4 2025 | Feb 18, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 530,693 | 23,631 | 0.07% | 0.0% | 42 | +510,205 | 2490.26% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 524,643 | 23,614 | 0.04% | 0.01% | 43 | +320,712 | 157.26% | Q4 2025 | Jan 15, 2026 |
| CSM Advisors, LLC | History | Added to | 528,853 | 23,549 | 0.64% | 0.38% | 44 | +194,599 | 58.22% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | New | 518,003 | 23,066 | 0.11% | — | 45 | +518,003 | New | Q4 2025 | Feb 17, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Reduced | 504,761 | 22,477 | 7.92% | 7.72% | 46 | -15,915 | -3.06% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 490,149 | 21,826 | 0.0% | 0.0% | 47 | -4,410 | -0.89% | Q4 2025 | Feb 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 481,284 | 21,431 | 1.32% | 1.41% | 48 | -36,614 | -7.07% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 477,283 | 21,253 | 0.02% | 0.02% | 49 | +37,146 | 8.44% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 476,325 | 21,210 | 0.0% | 0.0% | 50 | -20,176 | -4.06% | Q4 2025 | Feb 09, 2026 |
| MetLife Investment Management, LLC | History | Added to | 452,304 | 20,141 | 0.1% | 0.09% | 51 | +533 | 0.12% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 450,978 | 20,082 | 0.64% | 0.62% | 52 | -2,790 | -0.61% | Q4 2025 | Jan 12, 2026 |
| Amundi | History | Reduced | 425,474 | 18,946 | 0.01% | 0.01% | 53 | -127,668 | -23.08% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 413,428 | 18,409 | 0.23% | 0.2% | 54 | +28,625 | 7.44% | Q4 2025 | Jan 30, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 409,936 | 18,254 | 0.03% | 0.03% | 55 | -14 | -0.0% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 400,135 | 17,817 | 0.01% | 0.01% | 56 | +6,425 | 1.63% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 380,224 | 16,931 | 0.06% | 0.05% | 57 | +24,313 | 6.83% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Added to | 363,384 | 16,181 | 0.12% | 0.01% | 58 | +318,370 | 707.27% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 361,714 | 16,105 | 0.0% | — | 59 | +361,714 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 358,300 | 15,955 | 0.02% | 0.02% | 60 | +54,700 | 18.02% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 341,730 | 15,217 | 0.02% | 0.02% | 61 | +30,132 | 9.67% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 336,400 | 14,979 | 0.01% | 0.01% | 62 | +5,700 | 1.72% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 332,090 | 14,787 | 0.01% | 0.01% | 63 | +14,323 | 4.51% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 330,445 | 14,714 | 0.01% | 0.01% | 64 | -95,413 | -22.4% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 324,758 | 14,461 | 0.0% | 0.0% | 65 | -16,706 | -4.89% | Q4 2025 | Feb 12, 2026 |
| Gillson Capital LP | History | Added to | 306,080 | 13,630 | 0.89% | 0.69% | 66 | +108,151 | 54.64% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 304,861 | 13,575 | 0.05% | 0.03% | 67 | +161,492 | 112.64% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 291,885 | 12,997 | 0.0% | 0.0% | 68 | -22,042 | -7.02% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 285,489 | 12,712 | 0.01% | 0.01% | 69 | -31,875 | -10.04% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 272,393 | 12,131 | 0.02% | 0.02% | 70 | -49,246 | -15.31% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 250,852 | 11,170 | 0.03% | 0.03% | 71 | +1,598 | 0.64% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 244,390 | 10,882 | 0.01% | 0.01% | 72 | -9,762 | -3.84% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 244,301 | 10,878 | 0.04% | 0.05% | 73 | -86,467 | -26.14% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 237,379 | 10,570 | 0.02% | 0.01% | 74 | +151,302 | 175.78% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 233,764 | 10,409 | 0.01% | 0.0% | 75 | +232,069 | 13691.39% | Q4 2025 | Feb 13, 2026 |
| Oxbow Advisors, LLC | History | Added to | 231,208 | 10,295 | 0.91% | 0.71% | 76 | +41,817 | 22.08% | Q4 2025 | Feb 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 224,376 | 9,991 | 0.54% | 0.49% | 77 | +7,611 | 3.51% | Q4 2025 | Jan 07, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 219,565 | 9,777 | 2.35% | 2.19% | 78 | -110 | -0.05% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 217,257 | 9,674 | 0.0% | 0.0% | 79 | +10,128 | 4.89% | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 211,900 | 9,435 | 0.0% | 0.0% | 80 | +82,000 | 63.13% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 210,055 | 9,353 | 0.01% | 0.0% | 81 | +6,269 | 3.08% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 206,104 | 9,177 | 0.12% | 0.12% | 82 | -18,554 | -8.26% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 205,403 | 9,147 | 0.02% | 0.02% | 83 | +19,742 | 10.63% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 202,942 | 9,037 | 0.0% | 0.01% | 84 | -945,585 | -82.33% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 197,112 | 8,777 | 0.02% | 0.02% | 85 | -3,279 | -1.64% | Q4 2025 | Jan 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 188,990 | 8,415 | 0.0% | 0.0% | 86 | +61,959 | 48.77% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 186,704 | 8,313 | 0.04% | — | 87 | +186,704 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 186,600 | 8,311 | 0.01% | 0.01% | 88 | +37,159 | 24.87% | Q4 2025 | Jan 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 185,361 | 8,254 | 0.0% | 0.0% | 89 | -32,869 | -15.06% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 181,400 | 8,077 | 0.02% | 0.01% | 90 | -65,005 | -26.38% | Q4 2025 | Mar 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 180,474 | 8,036 | 0.02% | 0.02% | 91 | +20,139 | 12.56% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 180,461 | 8,035 | 0.01% | 0.01% | 92 | -16,156 | -8.22% | Q4 2025 | Feb 13, 2026 |
| Access Investment Management LLC | History | No change | 196,500 | 7,924 | 2.13% | 2.13% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 177,832 | 7,918 | 0.0% | 0.0% | 94 | +566 | 0.32% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 166,200 | 7,400 | 0.01% | 0.01% | 95 | -8,799 | -5.03% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 165,277 | 7,358 | 0.02% | 0.02% | 96 | +53,634 | 48.04% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 162,628 | 7,242 | 0.01% | 0.0% | 97 | +137,409 | 544.86% | Q4 2025 | Feb 05, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 161,999 | 7,213 | 0.03% | 0.03% | 98 | -19,203 | -10.6% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 160,524 | 7,148 | 0.01% | 0.01% | 99 | -178 | -0.11% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 160,111 | 7,129 | 0.24% | 0.25% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 159,520 | 7,103 | 0.03% | 0.05% | 101 | -40,474 | -20.24% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 159,076 | 7,083 | 0.01% | 0.01% | 102 | +3,690 | 2.37% | Q4 2025 | Feb 02, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 158,149 | 7,042 | 0.06% | 0.07% | 103 | -49,325 | -23.77% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 156,399 | 6,964 | 0.11% | 0.1% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 154,922 | 6,898 | 0.01% | 0.01% | 105 | -7,721 | -4.75% | Q4 2025 | Jan 23, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | No change | 154,110 | 6,862 | 6.68% | 5.8% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 148,191 | 6,655 | 0.01% | — | 107 | +148,191 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 148,514 | 6,613 | 0.01% | 0.01% | 108 | -136,591 | -47.91% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 148,184 | 6,598 | 0.01% | 0.01% | 109 | -7,130 | -4.59% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 138,724 | 6,177 | 0.02% | 0.03% | 110 | -56,282 | -28.86% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 138,410 | 6,164 | 0.01% | 0.01% | 111 | -9,866 | -6.65% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 136,840 | 6,093 | 0.01% | 0.02% | 112 | -215,103 | -61.12% | Q4 2025 | Feb 17, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 135,489 | 6,033 | 3.15% | 2.95% | 113 | -4,075 | -2.92% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 132,404 | 5,895 | 0.0% | 0.0% | 114 | +239 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 132,022 | 5,878 | 1.94% | 2.0% | 115 | -1,144 | -0.86% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 130,202 | 5,797 | 0.0% | 0.0% | 116 | +29,478 | 29.27% | Q4 2025 | Feb 11, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 126,797 | 5,646 | 0.05% | — | 117 | +126,797 | New | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 125,250 | 5,577 | 0.01% | — | 118 | +125,250 | New | Q4 2025 | Feb 10, 2026 |
| Twin Tree Management, LP | History | Reduced | 122,300 | 5,446 | 0.05% | 0.07% | 119 | -310,200 | -71.72% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 122,155 | 5,439 | 0.0% | 0.0% | 120 | -35,497 | -22.52% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 121,806 | 5,424 | 0.01% | 0.01% | 121 | +33,808 | 38.42% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 121,709 | 5,419 | 0.0% | 0.0% | 122 | +45,978 | 60.71% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 120,586 | 5,369 | 0.02% | 0.02% | 123 | +153 | 0.13% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 119,296 | 5,312 | 0.01% | 0.0% | 124 | +70,009 | 142.04% | Q4 2025 | Feb 11, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 118,450 | 5,274 | 1.14% | 1.06% | 125 | -2,075 | -1.72% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 114,319 | 5,090 | 0.02% | 0.02% | 126 | -1,797 | -1.55% | Q4 2025 | Jan 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 112,156 | 4,994 | 0.0% | 0.01% | 127 | -172,809 | -60.64% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 111,005 | 4,943 | 0.04% | 0.04% | 128 | +264 | 0.24% | Q4 2025 | Jan 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 110,477 | 4,919 | 0.01% | 0.02% | 129 | -86,277 | -43.85% | Q4 2025 | Feb 17, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 106,483 | 4,741 | 0.17% | — | 130 | +106,483 | New | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 102,700 | 4,573 | 0.01% | 0.02% | 131 | -227,423 | -68.89% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 100,418 | 4,471 | 0.01% | 0.01% | 132 | +2,400 | 2.45% | Q4 2025 | Feb 12, 2026 |
| Symmetry Investments LP | History | New | 100,000 | 4,453 | 0.39% | — | 133 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 97,452 | 4,340 | 0.01% | 0.01% | 134 | -951 | -0.97% | Q4 2025 | Feb 05, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 97,172 | 4,327 | 0.31% | 0.33% | 135 | -12,782 | -11.62% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 93,676 | 4,281 | 0.0% | 0.0% | 136 | -68,640 | -42.29% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 94,900 | 4,225 | 0.01% | 0.01% | 137 | -6,645 | -6.54% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 93,205 | 4,150 | 0.0% | 0.0% | 138 | +3,890 | 4.36% | Q4 2025 | Feb 11, 2026 |
| RK Asset Management, LLC | History | Reduced | 92,280 | 4,109 | 3.88% | 3.39% | 139 | -290 | -0.31% | Q4 2025 | Jan 05, 2026 |
| Prosperitas Financial LLC | History | Added to | 92,157 | 4,103 | 1.6% | 1.4% | 140 | +8,294 | 9.89% | Q4 2025 | Feb 04, 2026 |
| Collar Capital Management, LLC | History | Added to | 91,731 | 4,084 | 2.73% | 2.58% | 141 | +688 | 0.76% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 89,832 | 4,000 | 0.01% | 0.0% | 142 | +49,301 | 121.64% | Q4 2025 | Mar 09, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 94,066 | 3,914 | 0.01% | 0.01% | 143 | +3,303 | 3.64% | Q4 2025 | Feb 18, 2026 |
| Hedeker Wealth, LLC | History | Added to | 86,987 | 3,873 | 0.81% | 0.73% | 144 | +433 | 0.5% | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 86,911 | 3,870 | 0.0% | 0.02% | 145 | -307,205 | -77.95% | Q4 2025 | Feb 13, 2026 |
| Mork Capital Management, LLC | History | No change | 86,680 | 3,859 | 2.36% | 2.41% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 86,020 | 3,830 | 0.04% | 0.03% | 147 | +1,121 | 1.32% | Q4 2025 | Jan 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 85,858 | 3,823 | 0.0% | 0.0% | 148 | -9,189 | -9.67% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 82,600 | 3,678 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 77,400 | 3,446 | 0.06% | 0.05% | 150 | -200 | -0.26% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 77,353 | 3,444 | 0.0% | 0.0% | 151 | +5,600 | 7.8% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 75,014 | 3,340 | 0.0% | 0.0% | 152 | -2,489 | -3.21% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 72,764 | 3,240 | 0.02% | 0.01% | 153 | +13,059 | 21.87% | Q4 2025 | Feb 11, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | Reduced | 71,088 | 3,213 | 3.04% | 2.74% | 154 | -10,687 | -13.07% | Q4 2025 | Jan 12, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 71,344 | 3,177 | 0.01% | 0.01% | 155 | -5,213 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 70,484 | 3,138 | 0.07% | 0.06% | 156 | +10,742 | 17.98% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 69,015 | 3,073 | 0.0% | — | 157 | +69,015 | New | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 67,917 | 3,024 | 0.18% | 0.17% | 158 | -735 | -1.07% | Q4 2025 | Jan 15, 2026 |
| WOODSTOCK CORP | History | Reduced | 66,493 | 2,960 | 0.25% | 0.23% | 159 | -300 | -0.45% | Q4 2025 | Jan 14, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 65,494 | 2,916 | 0.01% | 0.0% | 160 | +17,581 | 36.69% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | Reduced | 64,525 | 2,873 | 0.21% | 0.22% | 161 | -5,572 | -7.95% | Q4 2025 | Feb 06, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 63,930 | 2,846 | 0.19% | 0.19% | 162 | +24,647 | 62.74% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 62,562 | 2,785 | 0.01% | 0.0% | 163 | +11,443 | 22.39% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 60,690 | 2,702 | 0.2% | 0.19% | 164 | -1,269 | -2.05% | Q4 2025 | Feb 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 60,195 | 2,680 | 0.04% | 0.03% | 165 | +17,186 | 39.96% | Q4 2025 | Feb 13, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 60,144 | 2,678 | 0.41% | 0.38% | 166 | +63 | 0.1% | Q4 2025 | Jan 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 57,264 | 2,549 | 0.02% | 0.02% | 167 | -2,067 | -3.48% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 56,668 | 2,523 | 0.02% | 0.01% | 168 | +5,023 | 9.73% | Q4 2025 | Feb 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 56,398 | 2,511 | 0.01% | 0.0% | 169 | +3,702 | 7.03% | Q4 2025 | Jan 27, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 56,046 | 2,495 | 1.5% | 1.52% | 170 | +400 | 0.72% | Q4 2025 | Jan 23, 2026 |
| SummitTX Capital, L.P. | History | Added to | 55,805 | 2,484 | 0.07% | 0.02% | 171 | +40,937 | 275.34% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 55,250 | 2,460 | 0.01% | 0.01% | 172 | -1,625 | -2.86% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 55,213 | 2,458 | 0.01% | 0.01% | 173 | -1,932 | -3.38% | Q4 2025 | Feb 17, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 91,525 | 2,456 | 0.61% | 0.63% | 174 | -3,000 | -3.17% | Q4 2025 | Jan 22, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 55,012 | 2,449 | 0.01% | 0.01% | 175 | -2,639 | -4.58% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 54,209 | 2,413 | 0.01% | — | 176 | +54,209 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 53,975 | 2,403 | 0.01% | 0.01% | 177 | -43,021 | -44.35% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 53,147 | 2,366 | 0.02% | 0.01% | 178 | +15,017 | 39.38% | Q4 2025 | Feb 17, 2026 |
| Battery Global Advisors, LLC | History | New | 139,753 | 2,349 | 1.09% | — | 179 | +139,753 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 50,862 | 2,265 | 0.0% | 0.0% | 180 | +422 | 0.84% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 50,800 | 2,262 | 0.01% | 0.01% | 181 | -2,200 | -4.15% | Q4 2025 | Feb 06, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 50,749 | 2,259 | 0.0% | 0.0% | 182 | +15,977 | 45.95% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 50,000 | 2,226 | 0.01% | 0.01% | 183 | +900 | 1.83% | Q4 2025 | Jan 28, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 49,401 | 2,199 | 0.11% | 0.11% | 184 | -8,730 | -15.02% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 49,233 | 2,192 | 0.05% | 0.01% | 185 | -32,540 | -39.79% | Q4 2025 | Feb 20, 2026 |
| Insight Inv LLC | History | Added to | 48,127 | 2,143 | 1.2% | 1.13% | 186 | +250 | 0.52% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 47,647 | 2,121 | 0.01% | 0.01% | 187 | +1,985 | 4.35% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 47,375 | 2,109 | 0.01% | 0.01% | 188 | -3,091 | -6.12% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 47,175 | 2,100 | 0.01% | 0.02% | 189 | -48 | -0.1% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,470 | 2,069 | 0.0% | 0.0% | 190 | +3,307 | 7.66% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 46,451 | 2,068 | 0.02% | — | 191 | +46,451 | New | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 46,015 | 2,049 | 0.01% | 0.01% | 192 | -42,362 | -47.93% | Q4 2025 | Jan 29, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 45,131 | 2,009 | 0.36% | 0.32% | 193 | +4,274 | 10.46% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 45,079 | 2,007 | 0.02% | 0.02% | 194 | +412 | 0.92% | Q4 2025 | Feb 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 45,036 | 2,005 | 0.02% | 0.02% | 195 | +362 | 0.81% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 49,856 | 1,981 | 0.02% | 0.02% | 196 | -7,254 | -12.7% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 42,526 | 1,894 | 0.01% | 0.01% | 197 | -6,056 | -12.47% | Q4 2025 | Jan 29, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 42,000 | 1,870 | 0.45% | 0.37% | 198 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 41,850 | 1,863 | 0.01% | 0.01% | 199 | -1,120 | -2.61% | Q4 2025 | Feb 10, 2026 |
| Accordant Advisory Group Inc | History | New | 41,744 | 1,858 | 1.28% | — | 200 | +41,744 | New | Q4 2025 | Jan 22, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 40,813 | 1,817 | 0.04% | 0.04% | 201 | -2,636 | -6.07% | Q4 2025 | Feb 13, 2026 |
| Trust Investment Advisors | History | Added to | 40,705 | 1,812 | 0.96% | 0.9% | 202 | +1,173 | 2.97% | Q4 2025 | Jan 20, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 40,659 | 1,811 | 0.03% | 0.1% | 203 | -101,680 | -71.44% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 40,461 | 1,801 | 0.0% | 0.0% | 204 | -1,153 | -2.77% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 39,732 | 1,769 | 0.0% | 0.0% | 205 | -558 | -1.38% | Q4 2025 | Feb 12, 2026 |
| M Holdings Securities, Inc. | History | New | 39,515 | 1,760 | 0.13% | — | 206 | +39,515 | New | Q4 2025 | Feb 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 39,445 | 1,756 | 0.02% | 0.02% | 207 | -8,854 | -18.33% | Q4 2025 | Feb 09, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 39,402 | 1,754 | 0.03% | 0.03% | 208 | +848 | 2.2% | Q4 2025 | Feb 09, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 39,176 | 1,744 | 0.29% | 0.27% | 209 | -169 | -0.43% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 39,128 | 1,742 | 0.0% | 0.0% | 210 | -688 | -1.73% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 38,680 | 1,722 | 0.02% | 0.02% | 211 | +643 | 1.69% | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 38,550 | 1,716 | 0.0% | — | 212 | +38,550 | New | Q4 2025 | Feb 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 38,438 | 1,711 | 0.19% | 0.17% | 213 | +914 | 2.44% | Q4 2025 | Jan 26, 2026 |
| SG Americas Securities, LLC | History | Added to | 37,496 | 1,670 | 0.0% | 0.0% | 214 | +8,483 | 29.24% | Q4 2025 | Jan 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,340 | 1,641 | 0.0% | 0.0% | 215 | +3,112 | 9.66% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,642 | 1,631 | 0.0% | 0.0% | 216 | +16,340 | 80.48% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 36,500 | 1,625 | 0.0% | 25.23% | 217 | -98,284 | -72.92% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 36,456 | 1,623 | 0.02% | 0.04% | 218 | -36,150 | -49.79% | Q4 2025 | Feb 17, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 36,321 | 1,617 | 0.04% | 0.06% | 219 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sagewood Asset Management LP | History | New | 35,728 | 1,590 | 0.56% | — | 220 | +35,728 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 35,639 | 1,587 | 0.0% | 0.0% | 221 | -8,557 | -19.36% | Q4 2025 | Feb 10, 2026 |
| Invst, LLC | History | Added to | 35,425 | 1,577 | 0.17% | 0.14% | 222 | +5,674 | 19.07% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 35,283 | 1,571 | 0.0% | 0.0% | 223 | -4,896 | -12.19% | Q4 2025 | Feb 17, 2026 |
| Range Financial Group LLC | History | Reduced | 34,824 | 1,550 | 0.54% | 0.55% | 224 | -2,868 | -7.61% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 34,092 | 1,518 | 0.03% | 0.04% | 225 | -4,618 | -11.93% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 34,055 | 1,516 | 0.11% | 0.11% | 226 | -573 | -1.65% | Q4 2025 | Jan 21, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 34,033 | 1,515 | 0.11% | 0.16% | 227 | -25,869 | -43.19% | Q4 2025 | Jan 23, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 34,015 | 1,514 | 0.02% | — | 228 | +34,015 | New | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 33,982 | 1,513 | 0.03% | 0.03% | 229 | +531 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 33,647 | 1,498 | 0.01% | 0.01% | 230 | +2,974 | 9.7% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,669 | 1,410 | 0.01% | 0.01% | 231 | -8,333 | -20.83% | Q4 2025 | Jan 29, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 31,600 | 1,407 | 0.62% | 0.59% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DMC Group, LLC | History | Added to | 31,301 | 1,393 | 0.93% | 0.83% | 233 | +1,603 | 5.4% | Q4 2025 | Jan 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 30,341 | 1,351 | 0.03% | 0.03% | 234 | -1,722 | -5.37% | Q4 2025 | Jan 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 30,252 | 1,347 | 0.52% | 0.48% | 235 | +3 | 0.01% | Q4 2025 | Jan 21, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 30,124 | 1,341 | 0.0% | 0.0% | 236 | +13,842 | 85.01% | Q4 2025 | Feb 17, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 30,035 | 1,337 | 0.75% | 0.73% | 237 | -83 | -0.28% | Q4 2025 | Feb 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 30,000 | 1,335 | 0.08% | 0.07% | 238 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 29,483 | 1,312 | 0.01% | — | 239 | +29,483 | New | Q4 2025 | Feb 18, 2026 |
| Neuberger Berman Group LLC | History | Added to | 29,208 | 1,300 | 0.0% | 0.0% | 240 | +235 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Dockside LLC | History | New | 28,943 | 1,288 | 0.33% | — | 241 | +28,943 | New | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 28,180 | 1,254 | 0.07% | 0.07% | 242 | -1,100 | -3.76% | Q4 2025 | Jan 27, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 27,700 | 1,233 | 0.0% | — | 243 | +27,700 | New | Q4 2025 | Feb 17, 2026 |
| Erste Asset Management GmbH | History | Reduced | 26,800 | 1,217 | 0.01% | 0.01% | 244 | -2,000 | -6.94% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,255 | 1,213 | 0.01% | 0.01% | 245 | +8,682 | 46.75% | Q4 2025 | Jan 29, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 26,600 | 1,184 | 0.19% | 0.18% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Convergence Investment Partners, LLC | History | New | 26,478 | 1,179 | 0.23% | — | 247 | +26,478 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,359 | 1,173 | 0.0% | 0.0% | 248 | +989 | 3.9% | Q4 2025 | Feb 02, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 26,171 | 1,165 | 0.79% | 0.69% | 249 | +2,931 | 12.61% | Q4 2025 | Feb 17, 2026 |
| Impax Asset Management Group plc | History | No change | 26,095 | 1,162 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 25,605 | 1,140 | 0.0% | 0.01% | 251 | -15,117 | -37.12% | Q4 2025 | Jan 28, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 25,593 | 1,139 | 0.0% | 0.0% | 252 | +1,253 | 5.15% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 24,534 | 1,092 | 0.0% | 0.01% | 253 | -24,570 | -50.04% | Q4 2025 | Feb 18, 2026 |
| Boston Partners | History | Reduced | 24,362 | 1,084 | 0.0% | 0.0% | 254 | -475 | -1.91% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Reduced | 24,056 | 1,071 | 0.0% | 0.0% | 255 | -2,211 | -8.42% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 23,811 | 1,060 | 0.05% | 0.04% | 256 | +785 | 3.41% | Q4 2025 | Feb 09, 2026 |
| Boit C F David | History | No change | 23,990 | 1,050 | 0.45% | 0.44% | 257 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 23,453 | 1,044 | 0.09% | 0.05% | 259 | +9,708 | 70.63% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 23,465 | 1,044 | 0.01% | 0.01% | 258 | -484 | -2.02% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 23,213 | 1,033 | 0.01% | 0.01% | 260 | -43 | -0.18% | Q4 2025 | Jan 28, 2026 |
| HFG Advisors, Inc. | History | No change | 22,607 | 1,006 | 0.73% | 0.67% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 22,526 | 1,003 | 0.05% | 0.06% | 262 | -4,145 | -15.54% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 22,501 | 1,001 | 0.07% | 0.07% | 263 | -1,712 | -7.07% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Added to | 22,470 | 1,000 | 0.02% | 0.02% | 264 | +1,173 | 5.51% | Q4 2025 | Feb 04, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 22,274 | 991 | 0.26% | 0.16% | 265 | +6,865 | 44.55% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 22,092 | 983 | 0.02% | 0.01% | 266 | +8,942 | 68.0% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 21,943 | 977 | 0.0% | 0.0% | 267 | +8,060 | 58.06% | Q4 2025 | Jan 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 21,899 | 975 | 0.06% | 0.06% | 268 | +42 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 21,838 | 972 | 0.01% | 0.01% | 269 | -7,606 | -25.83% | Q4 2025 | Jan 20, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 22,818 | 933 | 0.03% | 0.03% | 270 | +620 | 2.79% | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL PLC | History | New | 20,900 | 930 | 0.01% | — | 271 | +20,900 | New | Q4 2025 | Feb 11, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 20,800 | 926 | 0.06% | 0.05% | 272 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 20,782 | 925 | 0.01% | 0.01% | 273 | -686 | -3.2% | Q4 2025 | Jan 29, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 20,738 | 923 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 20,709 | 922 | 0.24% | 0.09% | 275 | +12,279 | 145.66% | Q4 2025 | Feb 10, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 20,572 | 916 | 0.54% | 0.51% | 276 | -368 | -1.76% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 20,467 | 911 | 0.03% | 0.02% | 277 | -669 | -3.17% | Q4 2025 | Jan 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 20,470 | 911 | 0.61% | 0.55% | 278 | +244 | 1.21% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,416 | 909 | 0.01% | 0.01% | 279 | +1,042 | 5.38% | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 20,410 | 908 | 0.02% | 0.01% | 280 | +10,921 | 115.09% | Q4 2025 | Feb 03, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 20,018 | 891 | 0.0% | 0.0% | 281 | -363 | -1.78% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 20,013 | 891 | 0.0% | 0.0% | 282 | -311 | -1.53% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,597 | 872 | 0.0% | 0.0% | 283 | +61 | 0.31% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 19,511 | 868 | 0.01% | 0.01% | 284 | +1,406 | 7.77% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 19,321 | 860 | 0.01% | 0.01% | 285 | +421 | 2.23% | Q4 2025 | Feb 10, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 18,800 | 836 | 0.0% | 0.0% | 286 | -9,900 | -34.49% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 18,612 | 828 | 0.26% | 0.24% | 287 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 18,286 | 814 | 0.0% | 0.0% | 288 | +6,827 | 59.58% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,228 | 811 | 0.0% | 0.0% | 289 | -859 | -4.5% | Q4 2025 | Jan 26, 2026 |
| COMMERCE BANK | History | Reduced | 18,055 | 803 | 0.0% | 0.0% | 290 | -136 | -0.75% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,968 | 800 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 17,928 | 798 | 0.01% | 0.01% | 292 | +1 | 0.01% | Q4 2025 | Jan 20, 2026 |
| Ethic Inc. | History | Added to | 17,823 | 793 | 0.01% | 0.01% | 293 | +4,594 | 34.73% | Q4 2025 | Feb 03, 2026 |
| PROFUND ADVISORS LLC | History | New | 17,399 | 774 | 0.02% | — | 294 | +17,399 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Asset Management Inc | History | Added to | 17,351 | 772 | 0.0% | 0.0% | 295 | +1,422 | 8.93% | Q4 2025 | Feb 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 17,166 | 764 | 0.09% | 0.09% | 296 | -53 | -0.31% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 16,526 | 735 | 0.01% | 0.01% | 298 | +2,367 | 16.72% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 16,527 | 735 | 0.0% | 0.0% | 297 | -168 | -1.01% | Q4 2025 | Feb 17, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 16,441 | 732 | 0.19% | 0.18% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 15,879 | 707 | 0.04% | 0.04% | 300 | -177 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Kendall Capital Management | History | New | 15,870 | 706 | 0.15% | — | 301 | +15,870 | New | Q4 2025 | Jan 16, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 15,816 | 704 | 0.14% | 0.13% | 302 | -384 | -2.37% | Q4 2025 | Jan 12, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 15,673 | 698 | 0.08% | 0.07% | 303 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steadtrust LLC | History | No change | 15,500 | 690 | 0.42% | 0.42% | 304 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Versor Investments LP | History | Reduced | 15,000 | 667 | 0.1% | 0.22% | 305 | -14,183 | -48.6% | Q4 2025 | Feb 04, 2026 |
| DENALI ADVISORS LLC | History | New | 14,923 | 664 | 0.07% | — | 306 | +14,923 | New | Q4 2025 | Feb 03, 2026 |
| BROWN ADVISORY INC | History | Reduced | 14,820 | 659 | 0.0% | 0.0% | 307 | -291 | -1.93% | Q4 2025 | Feb 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 14,627 | 651 | 0.13% | 0.12% | 308 | -303 | -2.03% | Q4 2025 | Feb 10, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 14,624 | 651 | 0.04% | 0.04% | 309 | -181 | -1.22% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 14,455 | 643 | 0.02% | — | 310 | +14,455 | New | Q4 2025 | Feb 17, 2026 |
| PARK CIRCLE Co | History | No change | 14,360 | 639 | 0.55% | 0.49% | 311 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 13,910 | 619 | 0.0% | 0.0% | 312 | -1,461 | -9.5% | Q4 2025 | Feb 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 13,883 | 618 | 0.0% | — | 313 | +13,883 | New | Q4 2025 | Feb 17, 2026 |
| COWA, LLC | History | Reduced | 13,854 | 616 | 0.19% | 0.24% | 314 | -3,977 | -22.3% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,701 | 610 | 0.0% | 0.0% | 315 | +3,172 | 30.13% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,357 | 594 | 0.01% | 0.01% | 316 | +3,049 | 29.58% | Q4 2025 | Jan 23, 2026 |
| Swiss Life Asset Management Ltd | History | New | 13,271 | 590 | 0.0% | — | 317 | +13,271 | New | Q4 2025 | Feb 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 13,193 | 587 | 0.07% | 0.07% | 318 | -72 | -0.54% | Q4 2025 | Jan 09, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 13,000 | 578 | 0.04% | — | 319 | +13,000 | New | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | New | 12,923 | 575 | 0.0% | — | 320 | +12,923 | New | Q4 2025 | Feb 09, 2026 |
| BOS Asset Management, LLC | History | Added to | 12,518 | 557 | 0.15% | 0.14% | 321 | +25 | 0.2% | Q4 2025 | Jan 09, 2026 |
| CWM, LLC | History | Added to | 12,397 | 552 | 0.0% | 0.0% | 322 | +255 | 2.1% | Q4 2025 | Jan 26, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 12,241 | 545 | 0.04% | 0.04% | 323 | -576 | -4.49% | Q4 2025 | Jan 08, 2026 |
| Lantz Financial LLC | History | Added to | 12,156 | 541 | 0.11% | 0.1% | 324 | +465 | 3.98% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Reduced | 12,039 | 536 | 0.01% | 0.01% | 325 | -434 | -3.48% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 12,002 | 534 | 0.01% | 0.01% | 326 | -600 | -4.76% | Q4 2025 | Feb 05, 2026 |
| Ceeto Capital Group, LLC | History | No change | 12,000 | 534 | 0.16% | 0.14% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 11,908 | 530 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Weiss Asset Management LP | History | New | 11,620 | 517 | 0.01% | — | 329 | +11,620 | New | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 11,485 | 513 | 0.02% | 0.02% | 330 | +619 | 5.7% | Q4 2025 | Jan 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 11,536 | 513 | 0.0% | 0.0% | 331 | -150 | -1.28% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 11,459 | 510 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 12,830 | 509 | 0.25% | 0.28% | 333 | -136 | -1.05% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Reduced | 11,362 | 505 | 0.01% | 0.11% | 335 | -214,549 | -94.97% | Q4 2025 | Feb 17, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 11,355 | 505 | 0.04% | — | 334 | +11,355 | New | Q4 2025 | Feb 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 11,079 | 493 | 0.01% | 0.01% | 336 | -14 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,066 | 492 | 0.0% | 0.0% | 337 | +356 | 3.32% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 11,036 | 491 | 0.01% | 0.01% | 338 | +500 | 4.75% | Q4 2025 | Feb 03, 2026 |
| Abacus Wealth Partners, LLC | History | New | 11,005 | 490 | 0.05% | — | 339 | +11,005 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,953 | 487 | 0.0% | — | 340 | +10,953 | New | Q4 2025 | Feb 18, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 10,912 | 485 | 0.07% | 0.12% | 341 | -8,623 | -44.14% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,887 | 484 | 0.0% | 0.0% | 342 | -736 | -6.33% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Added to | 10,490 | 467 | 0.0% | 0.0% | 343 | +167 | 1.62% | Q4 2025 | Jan 21, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 10,462 | 466 | 0.14% | — | 344 | +10,462 | New | Q4 2025 | Feb 09, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 10,373 | 461 | 0.01% | 0.01% | 345 | +758 | 7.88% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,305 | 458 | 0.0% | 0.0% | 346 | +333 | 3.34% | Q4 2025 | Feb 17, 2026 |
| Mill Capital Management, LLC | History | No change | 10,244 | 456 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 10,219 | 455 | 0.01% | — | 348 | +10,219 | New | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | No change | 10,207 | 454 | 0.08% | 0.08% | 349 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Savant Capital, LLC | History | Added to | 10,193 | 453 | 0.0% | 0.0% | 350 | +1,323 | 14.92% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,129 | 451 | 0.0% | 0.0% | 351 | +3,361 | 49.66% | Q4 2025 | Feb 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 9,815 | 437 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 9,796 | 436 | 0.0% | 0.0% | 353 | +66 | 0.68% | Q4 2025 | Feb 03, 2026 |
| Intellectus Partners, LLC | History | Added to | 9,762 | 434 | 0.08% | 0.08% | 354 | +11 | 0.11% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Added to | 9,618 | 428 | 0.0% | 0.0% | 355 | +639 | 7.12% | Q4 2025 | Feb 12, 2026 |
| Holistic Financial Partners | History | No change | 9,630 | 428 | 0.16% | 0.16% | 356 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 9,586 | 426 | 0.01% | 0.0% | 357 | -22 | -0.23% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,519 | 423 | 0.0% | 0.0% | 358 | +119 | 1.27% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 9,369 | 417 | 0.01% | 0.01% | 359 | -1,302 | -12.2% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 9,337 | 415 | 0.02% | 0.02% | 360 | +808 | 9.47% | Q4 2025 | Jan 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 9,293 | 413 | 0.01% | 0.01% | 361 | +33 | 0.36% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,253 | 412 | 0.01% | 0.0% | 362 | +62 | 0.67% | Q4 2025 | Jan 29, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 9,147 | 407 | 0.11% | — | 363 | +9,147 | New | Q4 2025 | Jan 16, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 9,097 | 405 | 0.1% | 0.09% | 364 | -300 | -3.19% | Q4 2025 | Jan 20, 2026 |
| Security Financial Services, INC. | History | Added to | 8,998 | 400 | 0.06% | 0.06% | 366 | +21 | 0.23% | Q4 2025 | Jan 27, 2026 |
| Utah Retirement Systems | History | No change | 9,001 | 400 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,941 | 398 | 0.02% | 0.02% | 367 | -587 | -6.16% | Q4 2025 | Jan 30, 2026 |
| Caprock Group, LLC | History | Reduced | 8,898 | 396 | 0.01% | 0.01% | 368 | -2,049 | -18.72% | Q4 2025 | Jan 28, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 8,736 | 389 | 0.09% | 0.09% | 369 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GLENMEDE TRUST CO NA | History | New | 8,733 | 388 | 0.0% | — | 370 | +8,733 | New | Q4 2025 | Feb 17, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 8,698 | 387 | 0.21% | 0.17% | 371 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hilltop Holdings Inc. | History | Added to | 8,645 | 384 | 0.02% | 0.02% | 372 | +58 | 0.68% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 8,615 | 383 | 0.02% | 0.01% | 373 | +3,000 | 53.43% | Q4 2025 | Jan 30, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 8,398 | 373 | 0.02% | 0.01% | 374 | -341 | -3.9% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,383 | 373 | 0.04% | 0.04% | 375 | +38 | 0.46% | Q4 2025 | Feb 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 8,357 | 372 | 0.13% | 0.11% | 376 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 8,265 | 368 | 0.07% | 0.06% | 377 | -7 | -0.08% | Q4 2025 | Jan 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 8,202 | 365 | 0.09% | — | 378 | +8,202 | New | Q4 2025 | Mar 03, 2026 |
| CHOREO, LLC | History | Reduced | 8,119 | 364 | 0.0% | 0.0% | 379 | -1,097 | -11.9% | Q4 2025 | Jan 23, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 8,008 | 356 | 0.01% | 0.01% | 381 | +86 | 1.09% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 8,000 | 356 | 0.01% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carson Advisory Inc. | History | No change | 7,950 | 354 | 0.18% | 0.17% | 382 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,918 | 352 | 0.0% | 0.0% | 383 | -93 | -1.16% | Q4 2025 | Feb 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 7,890 | 351 | 0.04% | 0.04% | 384 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Forum Financial Management, LP | History | Added to | 7,862 | 350 | 0.0% | 0.0% | 385 | +6 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 7,848 | 349 | 0.01% | 0.01% | 386 | +20 | 0.26% | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 7,821 | 348 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 7,631 | 339 | 0.0% | 0.0% | 388 | -1,674 | -17.99% | Q4 2025 | Feb 12, 2026 |
| Goelzer Investment Management, Inc. | History | New | 7,600 | 338 | 0.02% | — | 389 | +7,600 | New | Q4 2025 | Jan 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 7,536 | 335 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 7,538 | 335 | 0.02% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 7,365 | 327 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vinva Investment Management Ltd | History | New | 4,855 | 325 | 0.0% | — | 393 | +4,855 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 7,283 | 324 | 0.0% | 0.0% | 394 | +1,951 | 36.59% | Q4 2025 | Jan 30, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,086 | 315 | 0.03% | — | 395 | +7,086 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 6,860 | 311 | 0.01% | — | 396 | +6,860 | New | Q4 2025 | Feb 12, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 6,890 | 306 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DRW Securities, LLC | History | New | 6,846 | 304 | 0.01% | — | 398 | +6,846 | New | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 6,846 | 304 | 0.01% | 0.01% | 399 | +98 | 1.45% | Q4 2025 | Feb 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,804 | 303 | 0.03% | 0.03% | 400 | -140 | -2.02% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 6,758 | 300 | 0.08% | 0.08% | 401 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 6,731 | 299 | 0.0% | — | 402 | +6,731 | New | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Added to | 6,712 | 298 | 0.03% | 0.03% | 403 | +55 | 0.83% | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 6,686 | 297 | 0.01% | — | 405 | +6,686 | New | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 6,689 | 297 | 0.13% | 0.06% | 404 | +3,547 | 112.89% | Q4 2025 | Feb 17, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 6,614 | 294 | 0.12% | — | 407 | +6,614 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6,608 | 294 | 0.02% | 0.01% | 406 | +73 | 1.12% | Q4 2025 | Feb 10, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | Reduced | 6,598 | 293 | 0.14% | 0.13% | 408 | -120 | -1.79% | Q4 2025 | Jan 29, 2026 |
| Diversified Trust Co | History | Added to | 6,583 | 293 | 0.01% | 0.01% | 409 | +21 | 0.32% | Q4 2025 | Jan 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 6,405 | 285 | 0.01% | 0.01% | 411 | +932 | 17.03% | Q4 2025 | Feb 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 6,410 | 285 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 6,372 | 283 | 0.01% | 0.01% | 412 | +726 | 12.86% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 6,339 | 282 | 0.01% | 0.01% | 413 | -100 | -1.55% | Q4 2025 | Feb 12, 2026 |
| Sentry LLC | History | No change | 6,300 | 280 | 0.08% | 0.06% | 414 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,181 | 275 | 0.0% | 0.0% | 415 | +2,458 | 66.02% | Q4 2025 | Mar 16, 2026 |
| Urban Wealth Management, LLC | History | New | 6,145 | 273 | 0.25% | — | 419 | +6,145 | New | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 6,143 | 273 | 0.0% | — | 417 | +6,143 | New | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Added to | 6,150 | 273 | 0.01% | 0.01% | 416 | +1,025 | 20.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,684 | 273 | 0.01% | 0.01% | 418 | +210 | 3.24% | Q4 2025 | Jan 21, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 6,593 | 272 | 0.02% | — | 420 | +6,593 | New | Q4 2025 | Feb 10, 2026 |
| Paragon Capital Management Ltd | History | Added to | 6,088 | 271 | 0.05% | 0.05% | 421 | +66 | 1.1% | Q4 2025 | Jan 22, 2026 |
| Plancorp, LLC | History | Added to | 6,051 | 269 | 0.01% | 0.01% | 422 | +5 | 0.08% | Q4 2025 | Feb 05, 2026 |
| North Dakota State Investment Board | History | New | 6,011 | 267 | 0.01% | — | 424 | +6,011 | New | Q4 2025 | Feb 05, 2026 |
| WELCH & FORBES LLC | History | No change | 6,000 | 267 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BURNEY CO/ | History | New | 5,938 | 264 | 0.01% | — | 425 | +5,938 | New | Q4 2025 | Jan 23, 2026 |
| Smith Salley Wealth Management | History | No change | 5,869 | 261 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 5,717 | 254 | 0.01% | 0.01% | 427 | +388 | 7.28% | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | Added to | 5,664 | 252 | 0.0% | 0.0% | 428 | +146 | 2.65% | Q4 2025 | Feb 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 5,665 | 252 | 0.01% | 0.01% | 429 | +15 | 0.27% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,644 | 251 | 0.01% | 0.01% | 431 | +62 | 1.11% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,656 | 251 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 5,623 | 250 | 0.01% | 0.01% | 433 | -367 | -6.13% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Group, LLC | History | No change | 5,630 | 250 | 0.02% | 0.02% | 432 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEEDS INVESTOR LLC | History | New | 5,611 | 249 | 0.05% | — | 434 | +5,611 | New | Q4 2025 | Jan 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,559 | 247 | 0.0% | — | 435 | +5,559 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,538 | 246 | 0.0% | 0.0% | 436 | +7 | 0.13% | Q4 2025 | Jan 22, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 5,506 | 245 | 0.0% | 0.01% | 437 | -721 | -11.58% | Q4 2025 | Feb 17, 2026 |
| Westhampton Capital, LLC | History | No change | 5,390 | 240 | 0.11% | 0.11% | 438 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,375 | 239 | 0.0% | 0.0% | 439 | -30 | -0.56% | Q4 2025 | Feb 09, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 5,123 | 228 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | New | 5,113 | 227 | 0.05% | — | 442 | +5,113 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 5,100 | 227 | 0.0% | 0.0% | 441 | -1,189 | -18.91% | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,088 | 226 | 0.01% | — | 446 | +5,088 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 5,097 | 226 | 0.0% | 0.0% | 444 | +97 | 1.94% | Q4 2025 | Mar 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,097 | 226 | 0.0% | 0.0% | 443 | +50 | 0.99% | Q4 2025 | Feb 12, 2026 |
| Martel Wealth Advisors Inc | History | No change | 5,096 | 226 | 0.04% | 0.04% | 445 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,032 | 224 | 0.0% | 0.0% | 447 | +24 | 0.48% | Q4 2025 | Feb 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 5,016 | 223 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 5,006 | 223 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 5,000 | 222 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,000 | 222 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Operose Advisors LLC | History | No change | 5,000 | 222 | 0.05% | 0.05% | 452 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | New | 4,910 | 218 | 0.01% | — | 453 | +4,910 | New | Q4 2025 | Feb 03, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,825 | 214 | 0.01% | 0.09% | 454 | -78,496 | -94.21% | Q4 2025 | Feb 10, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | New | 4,800 | 213 | 0.03% | — | 455 | +4,800 | New | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,699 | 209 | 0.0% | 0.0% | 456 | -785 | -14.31% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,680 | 208 | 0.01% | — | 457 | +4,680 | New | Q4 2025 | Jan 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 4,665 | 207 | 0.0% | — | 458 | +4,665 | New | Q4 2025 | Feb 06, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,635 | 206 | 0.11% | 0.43% | 460 | -13,630 | -74.62% | Q4 2025 | Jan 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | New | 4,629 | 206 | 0.03% | — | 459 | +4,629 | New | Q4 2025 | Feb 11, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 4,587 | 204 | 0.02% | — | 461 | +4,587 | New | Q4 2025 | Jan 28, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 4,547 | 202 | 0.02% | — | 462 | +4,547 | New | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | New | 4,541 | 202 | 0.01% | — | 463 | +4,541 | New | Q4 2025 | Feb 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 4,529 | 201 | 0.15% | — | 464 | +4,529 | New | Q4 2025 | Feb 05, 2026 |
| Waldron Private Wealth LLC | History | New | 4,500 | 200 | 0.01% | — | 465 | +4,500 | New | Q4 2025 | Jan 14, 2026 |
| Triumph Capital Management | History | New | 4,448 | 198 | 0.04% | — | 466 | +4,448 | New | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 4,415 | 196 | 0.01% | 0.01% | 467 | +709 | 19.13% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Reduced | 4,388 | 195 | 0.1% | 0.11% | 468 | -576 | -11.6% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,159 | 185 | 0.02% | 0.02% | 469 | -34 | -0.81% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,110 | 184 | 0.01% | 0.01% | 470 | +252 | 6.53% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 4,079 | 181 | 0.0% | 0.0% | 471 | +7 | 0.17% | Q4 2025 | Feb 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,000 | 178 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3,964 | 176 | 0.08% | — | 473 | +3,964 | New | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,857 | 171 | 0.01% | 0.0% | 474 | +3,311 | 606.41% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,641 | 162 | 0.0% | 0.0% | 475 | +2,317 | 175.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,548 | 157 | 0.0% | 0.0% | 476 | -724 | -16.95% | Q4 2025 | Feb 17, 2026 |
| EMC Capital Management | History | Reduced | 3,456 | 154 | 0.07% | 0.08% | 477 | -610 | -15.0% | Q4 2025 | Mar 09, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 3,300 | 146 | 0.02% | 0.01% | 479 | +2,200 | 200.0% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,280 | 146 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,194 | 142 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,170 | 141 | 0.0% | 0.0% | 481 | +1,257 | 65.71% | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,947 | 131 | 0.01% | — | 483 | +2,947 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,949 | 131 | 0.0% | 0.0% | 482 | -169 | -5.42% | Q4 2025 | Feb 09, 2026 |
| McMillan Office, Inc. | History | New | 2,800 | 124 | 0.01% | — | 485 | +2,800 | New | Q4 2025 | Feb 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 2,800 | 124 | 0.13% | 0.1% | 484 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,757 | 122 | 0.0% | 0.0% | 486 | +193 | 7.53% | Q4 2025 | Feb 11, 2026 |
| Westend Capital Management, LLC | History | No change | 2,698 | 120 | 0.03% | 0.03% | 487 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,495 | 111 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,400 | 106 | 0.0% | — | 489 | +2,400 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,338 | 104 | 0.0% | 0.0% | 490 | +442 | 23.31% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,255 | 100 | 0.02% | 0.02% | 491 | +2 | 0.09% | Q4 2025 | Feb 09, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 2,174 | 96 | 0.03% | — | 492 | +2,174 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 2,155 | 95 | 0.0% | 0.0% | 493 | -141 | -6.14% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 1,985 | 88 | 0.04% | — | 494 | +1,985 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,998 | 88 | 0.0% | 0.0% | 495 | +563 | 39.23% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | No change | 1,800 | 80 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,736 | 77 | 0.0% | 0.0% | 498 | +309 | 21.65% | Q4 2025 | Feb 06, 2026 |
| DT Investment Partners, LLC | History | No change | 1,736 | 77 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Added to | 1,703 | 76 | 0.0% | 0.0% | 499 | +18 | 1.07% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,608 | 74 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | Added to | 1,648 | 73 | 0.0% | 0.0% | 501 | +584 | 54.89% | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 1,757 | 71 | 0.0% | 0.0% | 502 | +104 | 6.29% | Q4 2025 | Jan 28, 2026 |
| Crews Bank & Trust | History | No change | 1,600 | 71 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,500 | 66 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,460 | 65 | 0.01% | 0.01% | 505 | -150 | -9.32% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Reduced | 1,435 | 63 | 0.0% | 0.01% | 506 | -99 | -6.45% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,370 | 61 | 0.0% | 0.0% | 507 | +6 | 0.44% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | No change | 1,375 | 61 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,256 | 58 | 0.01% | 0.0% | 509 | +483 | 62.48% | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 1,291 | 57 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 1,280 | 56 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,200 | 53 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Friedenthal Financial | History | No change | 1,210 | 53 | 0.03% | 0.02% | 513 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,319 | 51 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 1,087 | 48 | 0.0% | 0.0% | 515 | +63 | 6.15% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,036 | 46 | 0.01% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Added to | 1,003 | 44 | 0.0% | 0.0% | 517 | +88 | 9.62% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,000 | 44 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NBT BANK N A /NY | History | Added to | 45 | 42 | 0.0% | 0.0% | 519 | +5 | 12.5% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 913 | 40 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Signature Equity Partners, LLC | History | New | 854 | 38 | 0.02% | — | 521 | +854 | New | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Advisors LLC | History | New | 852 | 37 | 0.0% | — | 523 | +852 | New | Q4 2025 | Jan 30, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 850 | 37 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 800 | 35 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 836 | 34 | 0.0% | — | 525 | +836 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 781 | 34 | 0.0% | 0.0% | 526 | +39 | 5.26% | Q4 2025 | Feb 03, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 780 | 34 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 751 | 33 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 730 | 32 | 0.0% | 0.0% | 529 | +2 | 0.27% | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 25,113 | 31 | 0.02% | — | 532 | +25,113 | New | Q4 2025 | Feb 18, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 709 | 31 | 0.0% | — | 530 | +709 | New | Q4 2025 | Feb 13, 2026 |
| V-Square Quantitative Management LLC | History | New | 703 | 31 | 0.0% | — | 531 | +703 | New | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO | History | No change | 648 | 30 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 615 | 27 | 0.0% | 0.0% | 534 | +94 | 18.04% | Q4 2025 | Feb 10, 2026 |
| United Community Bank | History | No change | 598 | 26 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Reduced | 525 | 23 | 0.0% | 0.0% | 537 | -7,045 | -93.06% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 530 | 23 | 0.0% | — | 539 | +530 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 523 | 23 | 0.0% | 0.0% | 536 | +65 | 14.19% | Q4 2025 | Jan 07, 2026 |
| Cromwell Holdings LLC | History | Added to | 527 | 23 | 0.01% | 0.01% | 538 | +5 | 0.96% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | Reduced | 498 | 22 | 0.0% | 0.0% | 540 | -50 | -9.12% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 484 | 21 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Reduced | 421 | 18 | 0.01% | 0.03% | 543 | -1,800 | -81.04% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 414 | 18 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Leonteq Securities AG | History | Reduced | 394 | 17 | 0.0% | 0.0% | 544 | -502 | -56.03% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 345 | 15 | 0.0% | 0.0% | 546 | +54 | 18.56% | Q4 2025 | Feb 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 341 | 15 | 0.0% | 0.0% | 545 | +51 | 17.59% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 335 | 14 | 0.0% | 0.0% | 549 | -75 | -18.29% | Q4 2025 | Jan 29, 2026 |
| Clearstead Trust, LLC | History | Reduced | 324 | 14 | 0.0% | 0.0% | 547 | -66 | -16.92% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 322 | 14 | 0.0% | 0.0% | 550 | -10 | -3.01% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 323 | 14 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | No change | 319 | 14 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 248 | 11 | 0.0% | 0.0% | 552 | -254 | -50.6% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Added to | 260 | 11 | 0.0% | 0.0% | 553 | +66 | 34.02% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | Added to | 258 | 11 | 0.01% | 0.01% | 554 | +50 | 24.04% | Q4 2025 | Jan 28, 2026 |
| GoalVest Advisory LLC | History | New | 243 | 10 | 0.0% | — | 555 | +243 | New | Q4 2025 | Jan 05, 2026 |
| Elyxium Wealth, LLC | History | New | 242 | 10 | 0.0% | — | 556 | +242 | New | Q4 2025 | Feb 05, 2026 |
| MidFirst Bank | History | New | 235 | 10 | 0.0% | — | 557 | +235 | New | Q4 2025 | Feb 25, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 215 | 9 | 0.0% | 0.0% | 558 | +3 | 1.42% | Q4 2025 | Feb 12, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 223 | 9 | 0.01% | 0.01% | 560 | +3 | 1.36% | Q4 2025 | Jan 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 204 | 9 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 195 | 8 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Pacific Center for Financial Services | History | No change | 210 | 8 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 158 | 7 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bare Financial Services, Inc | History | No change | 171 | 7 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 167 | 7 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strive Financial Group ,LLC | History | New | 152 | 6 | 0.0% | — | 569 | +152 | New | Q4 2025 | Feb 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 143 | 6 | 0.0% | 0.0% | 568 | +52 | 57.14% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 145 | 6 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 143 | 6 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quarry LP | History | Reduced | 129 | 5 | 0.0% | 0.03% | 574 | -2,979 | -95.85% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 117 | 5 | 0.0% | 0.0% | 570 | -57 | -32.76% | Q4 2025 | Jan 23, 2026 |
| Anfield Capital Management, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 117 | 5 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | No change | 128 | 5 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunrise Financial Services, LLC | History | New | 102 | 4 | 0.0% | — | 584 | +102 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 90 | 4 | 0.0% | — | 583 | +90 | New | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | Added to | 95 | 4 | 0.0% | 0.0% | 582 | +45 | 90.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 104 | 4 | 0.0% | 0.0% | 581 | +18 | 20.93% | Q4 2025 | Jan 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 100 | 4 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 97 | 4 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Grove Bank & Trust | History | No change | 99 | 4 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Key FInancial Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nalls Sherbakoff Group, LLC | History | New | 79 | 3 | 0.0% | — | 586 | +79 | New | Q4 2025 | Mar 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 76 | 3 | 0.0% | — | 590 | +76 | New | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 71 | 3 | 0.0% | — | 589 | +71 | New | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 83 | 3 | 0.0% | 0.0% | 587 | -2 | -2.35% | Q4 2025 | Jan 08, 2026 |
| FEDERATED HERMES, INC. | History | No change | 84 | 3 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 80 | 3 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 60 | 2 | 0.0% | 0.01% | 595 | -331 | -84.65% | Q4 2025 | Jan 29, 2026 |
| Colonial Trust Co / SC | History | New | 65 | 2 | 0.0% | — | 592 | +65 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Bridge, LLC | History | New | 55 | 2 | 0.0% | — | 591 | +55 | New | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 51 | 2 | 0.0% | 0.0% | 596 | +3 | 6.25% | Q4 2025 | Jan 12, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | New | 44 | 1 | 0.0% | — | 608 | +44 | New | Q4 2025 | Mar 05, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 37 | 1 | 0.0% | — | 605 | +37 | New | Q4 2025 | Feb 02, 2026 |
| Elevated Capital Advisors, LLC | History | New | 32 | 1 | 0.0% | — | 600 | +32 | New | Q4 2025 | Jan 27, 2026 |
| Ankerstar Wealth, LLC | History | New | 31 | 1 | 0.0% | — | 606 | +31 | New | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 36 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 37 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 31 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 23 | 1 | 0.0% | — | 602 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | — | 603 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fairscale Capital, LLC | History | No change | 23 | 1 | 0.0% | — | 604 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 40 | 1 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.15% | — | -134,392 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -115,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56,624 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.03% | — | -43,165 | -100.0% | Q3 2025 | Nov 12, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.27% | — | -32,281 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -28,165 | -100.0% | Q3 2025 | Oct 07, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.39% | — | -27,755 | -100.0% | Q3 2025 | Oct 23, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -27,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,474 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -23,570 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -21,983 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.42% | — | -21,976 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.04% | — | -20,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -16,668 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -16,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,107 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,228 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -10,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,508 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,088 | -100.0% | Q3 2025 | Nov 13, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.04% | — | -9,398 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,242 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -8,079 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,069 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,616 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,243 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Altus Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,874 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,872 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,777 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,515 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,336 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,172 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STEVENS CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,109 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,009 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,200 | -100.0% | Q3 2025 | Dec 15, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -962 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -721 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -597 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 12, 2025 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| First Pacific Financial | History | Reduced | 12 | 0 | — | 0.0% | — | -113 | -90.4% | Q4 2025 | Jan 16, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Torren Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 11, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Avion Wealth | History | Reduced | 21 | 0 | — | 0.0% | — | -16 | -43.24% | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Meramec Financial Planners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 10, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 17 | 0 | — | — | — | +6 | 54.55% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | Added to | 19 | 0 | — | — | — | +5 | 35.71% | Q4 2025 | Jan 29, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CENTRAL TRUST Co | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Horizon Investments, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Stone House Investment Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sachetta, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |