LINDSAY CORP - LNN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | Reduced | 1,773,532 | 209,046 | 0.0% | 0.0% | 1 | -6,620 | -0.37% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,228,314 | 144,781 | 0.0% | 0.0% | 2 | -30,380 | -2.41% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 930,799 | 109,713 | 0.08% | 0.1% | 3 | -55,562 | -5.63% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 439,131 | 51,760 | 0.0% | 0.0% | 4 | -33,638 | -7.12% | Q4 2025 | Feb 13, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 45,234 | 19.2% | 22.14% | 5 | -383,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 345,596 | 40,736 | 0.01% | 0.01% | 6 | +8,567 | 2.54% | Q4 2025 | Feb 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 315,353 | 37,170 | 0.3% | — | 7 | +315,353 | New | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 296,017 | 34,891 | 0.02% | 0.04% | 8 | -192,770 | -39.44% | Q4 2025 | Jan 30, 2026 |
| Amundi | History | Added to | 269,817 | 31,843 | 0.01% | 0.01% | 9 | +76,292 | 39.42% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 265,135 | 31,257 | 0.0% | 0.0% | 10 | +645 | 0.24% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 261,527 | 30,826 | 0.31% | 0.42% | 11 | -36,343 | -12.2% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | Reduced | 233,835 | 27,562 | 0.06% | 0.09% | 12 | -43,225 | -15.6% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Added to | 226,796 | 26,732 | 0.0% | 0.0% | 13 | +20,811 | 10.1% | Q4 2025 | Feb 19, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 197,123 | 23,234 | 0.02% | 0.02% | 14 | +5,303 | 2.76% | Q4 2025 | Feb 13, 2026 |
| NUANCE INVESTMENTS, LLC | History | Added to | 178,571 | 21,048 | 2.32% | 0.65% | 15 | +133,190 | 293.49% | Q4 2025 | Feb 11, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 163,088 | 19,224 | 0.01% | 0.02% | 16 | -58,738 | -26.48% | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 161,728 | 19,062 | 0.01% | 0.01% | 17 | +29,335 | 22.16% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 160,199 | 18,882 | 0.0% | 0.0% | 18 | +3,602 | 2.3% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 143,207 | 16,879 | 0.0% | 0.0% | 19 | +19,014 | 15.31% | Q4 2025 | Feb 13, 2026 |
| Lightrock Netherlands B.V. | History | Added to | 132,415 | 15,607 | 3.24% | 3.94% | 20 | +6,500 | 5.16% | Q4 2025 | Jan 26, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 131,636 | 15,515 | 0.0% | 0.0% | 21 | -8,001 | -5.73% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 126,745 | 14,939 | 0.0% | 0.0% | 22 | +38,386 | 43.44% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 118,722 | 13,993 | 0.0% | — | 23 | +118,722 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 108,140 | 12,746 | 0.0% | 0.0% | 24 | -7,362 | -6.37% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 94,877 | 11,183 | 0.0% | 0.0% | 25 | +2,415 | 2.61% | Q4 2025 | Feb 10, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 91,587 | 10,795 | 0.14% | 0.17% | 26 | -263 | -0.29% | Q4 2025 | Feb 05, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Added to | 82,300 | 9,700 | 1.29% | 1.1% | 27 | +24,325 | 41.96% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 72,392 | 8,532 | 0.01% | 0.01% | 28 | +757 | 1.06% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 67,215 | 7,922 | 0.0% | 0.0% | 29 | +4,090 | 6.48% | Q4 2025 | Feb 02, 2026 |
| Impax Asset Management Group plc | History | No change | 62,768 | 7,398 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 54,000 | 6,364 | 0.06% | 0.07% | 31 | -500 | -0.92% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 51,927 | 6,120 | 0.01% | 0.01% | 32 | +5,615 | 12.12% | Q4 2025 | Feb 06, 2026 |
| Rodgers Brothers Inc. | History | Added to | 48,730 | 5,743 | 0.69% | 0.46% | 33 | +22,100 | 82.99% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 44,629 | 5,260 | 0.01% | 0.01% | 34 | -19,196 | -30.08% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 41,295 | 4,867 | 0.0% | 0.0% | 35 | -12,890 | -23.79% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 39,739 | 4,684 | 0.0% | 0.0% | 36 | -60,238 | -60.25% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 37,400 | 4,408 | 0.01% | 0.02% | 37 | -4,959 | -11.71% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 36,062 | 4,250 | 0.02% | 0.02% | 38 | +1,292 | 3.72% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 34,827 | 4,105 | 0.01% | 0.01% | 39 | -5,629 | -13.91% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,084 | 3,899 | 0.0% | 0.0% | 40 | +29,384 | 794.16% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,033 | 3,893 | 0.0% | 0.0% | 41 | +1,010 | 3.15% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 32,745 | 3,859 | 0.0% | 0.0% | 42 | +31,219 | 2045.81% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Added to | 32,017 | 3,773 | 0.13% | 0.01% | 43 | +30,001 | 1488.14% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,616 | 3,726 | 0.0% | 0.0% | 44 | -754 | -2.33% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 30,902 | 3,642 | 0.0% | 0.0% | 45 | +652 | 2.16% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 30,232 | 3,563 | 0.0% | 0.0% | 46 | -1,232 | -3.92% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 30,000 | 3,536 | 0.02% | — | 47 | +30,000 | New | Q4 2025 | Feb 05, 2026 |
| Pacer Advisors, Inc. | History | Added to | 29,679 | 3,498 | 0.01% | 0.0% | 48 | +28,617 | 2694.63% | Q4 2025 | Feb 24, 2026 |
| Nuveen, LLC | History | Reduced | 29,414 | 3,467 | 0.0% | 0.0% | 49 | -659 | -2.19% | Q4 2025 | Feb 12, 2026 |
| Raiffeisen Bank International AG | History | No change | 24,341 | 2,893 | 0.04% | 0.05% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 21,918 | 2,583 | 0.05% | — | 51 | +21,918 | New | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 21,400 | 2,522 | 0.0% | 0.0% | 52 | +400 | 1.9% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,958 | 2,468 | 0.0% | 0.0% | 53 | -1,494 | -6.65% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 20,647 | 2,433 | 0.0% | 0.0% | 54 | +2,211 | 11.99% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 20,192 | 2,380 | 0.0% | 0.01% | 55 | -40,935 | -66.97% | Q4 2025 | Feb 13, 2026 |
| Candriam S.C.A. | History | Reduced | 18,512 | 2,182 | 0.01% | 0.02% | 56 | -7,552 | -28.97% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 17,354 | 2,046 | 0.0% | 0.01% | 57 | +836 | 5.06% | Q4 2025 | Jan 09, 2026 |
| Cardinal Capital Management | History | Added to | 17,258 | 2,034 | 0.27% | 0.33% | 58 | +256 | 1.51% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,062 | 2,011 | 0.0% | 0.0% | 59 | -100 | -0.58% | Q4 2025 | Jan 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 16,100 | 1,897 | 0.0% | 0.01% | 60 | -47,824 | -74.81% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 16,102 | 1,897 | 0.0% | 0.0% | 61 | +13,751 | 584.9% | Q4 2025 | Feb 17, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 14,991 | 1,767 | 0.52% | — | 62 | +14,991 | New | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 13,299 | 1,567 | 0.0% | 0.0% | 63 | +1,609 | 13.76% | Q4 2025 | Feb 17, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 12,827 | 1,511 | 0.1% | 0.14% | 64 | -1,546 | -10.76% | Q4 2025 | Feb 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 12,440 | 1,466 | 0.21% | 0.25% | 65 | +170 | 1.39% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,178 | 1,435 | 0.0% | 0.0% | 66 | +5,252 | 75.83% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,623 | 1,370 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 11,357 | 1,338 | 0.0% | 0.0% | 68 | +11,214 | 7841.96% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 11,270 | 1,328 | 0.0% | 0.01% | 69 | -8,911 | -44.16% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 11,172 | 1,317 | 0.0% | 0.0% | 70 | +8,384 | 300.72% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,547 | 1,243 | 0.0% | 0.0% | 71 | +321 | 3.14% | Q4 2025 | Feb 11, 2026 |
| Freestone Grove Partners LP | History | New | 10,424 | 1,228 | 0.01% | — | 72 | +10,424 | New | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 10,312 | 1,225 | 0.0% | — | 73 | +10,312 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 10,161 | 1,197 | 0.0% | 0.0% | 74 | -5,242 | -34.03% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 10,169 | 1,197 | 0.01% | 0.01% | 75 | +4,101 | 67.58% | Q4 2025 | Jan 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 10,108 | 1,192 | 0.0% | 0.0% | 76 | +1,535 | 17.91% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 10,076 | 1,187 | 0.07% | 0.05% | 77 | +4,536 | 81.88% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,057 | 1,185 | 0.0% | 0.0% | 78 | -10 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 9,806 | 1,155 | 0.0% | 0.0% | 79 | +7,427 | 312.19% | Q4 2025 | Jan 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 9,397 | 1,110 | 0.0% | 0.0% | 80 | +69 | 0.74% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,854 | 1,043 | 0.0% | 0.0% | 81 | +4,573 | 106.82% | Q4 2025 | Mar 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,840 | 1,041 | 0.0% | 0.01% | 82 | -167 | -1.85% | Q4 2025 | Jan 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,282 | 976 | 0.0% | 0.0% | 83 | +3,216 | 63.48% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 7,694 | 906 | 0.01% | — | 84 | +7,694 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,424 | 875 | 0.0% | 0.0% | 85 | -412 | -5.26% | Q4 2025 | Feb 05, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 6,979 | 874 | 0.0% | 0.0% | 86 | +310 | 4.65% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,667 | 785 | 0.0% | 0.0% | 87 | +2 | 0.03% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 6,557 | 778 | 0.0% | — | 88 | +6,557 | New | Q4 2025 | Mar 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,471 | 762 | 0.0% | 0.0% | 89 | +2,401 | 58.99% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 6,418 | 758 | 0.0% | 0.0% | 90 | -3,470 | -35.09% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,419 | 756 | 0.01% | 0.01% | 91 | -179 | -2.71% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,104 | 719 | 0.0% | 0.0% | 92 | -392 | -6.03% | Q4 2025 | Feb 12, 2026 |
| EntryPoint Capital, LLC | History | New | 6,090 | 717 | 0.28% | — | 93 | +6,090 | New | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 5,606 | 660 | 0.01% | 0.0% | 94 | +3,188 | 131.84% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 5,600 | 660 | 0.0% | 0.0% | 95 | -300 | -5.08% | Q4 2025 | Jan 28, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 5,558 | 655 | 0.01% | 0.01% | 96 | -131 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,482 | 646 | 0.0% | 0.0% | 97 | -5 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 5,428 | 639 | 0.0% | 0.0% | 98 | -123 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 5,224 | 615 | 0.01% | — | 99 | +5,224 | New | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,210 | 614 | 0.0% | — | 100 | +5,210 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,124 | 603 | 0.0% | 0.0% | 101 | +2,273 | 79.73% | Q4 2025 | Feb 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 5,067 | 598 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,001 | 589 | 0.0% | — | 103 | +5,001 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 4,900 | 577 | 0.01% | 0.01% | 104 | -100 | -2.0% | Q4 2025 | Jan 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,839 | 570 | 0.0% | 0.0% | 105 | -1,145 | -19.13% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,646 | 547 | 0.0% | 0.0% | 106 | +2,124 | 84.22% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,600 | 542 | 0.0% | 0.0% | 107 | -2,345 | -33.77% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 4,485 | 528 | 0.0% | 0.0% | 108 | +2,411 | 116.25% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,285 | 505 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Reduced | 4,200 | 495 | 0.0% | 0.0% | 110 | -1,500 | -26.32% | Q4 2025 | Feb 02, 2026 |
| Inspire Investing, LLC | History | Added to | 4,015 | 473 | 0.04% | 0.04% | 111 | +731 | 22.26% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 3,683 | 434 | 0.0% | 0.0% | 112 | -860 | -18.93% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,438 | 405 | 0.0% | 0.0% | 113 | -5,554 | -61.77% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,270 | 385 | 0.0% | 0.0% | 114 | -10,305 | -75.91% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,157 | 372 | 0.0% | 0.0% | 115 | -47 | -1.47% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 3,147 | 370 | 0.0% | 0.0% | 116 | -13,323 | -80.89% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 3,077 | 362 | 0.0% | 0.01% | 117 | -7,999 | -72.22% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 2,945 | 362 | 0.0% | 0.01% | 118 | -433 | -12.82% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 3,037 | 357 | 0.0% | 0.0% | 119 | -178 | -5.54% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 3,015 | 355 | 0.0% | — | 120 | +3,015 | New | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 3,014 | 355 | 0.0% | 0.0% | 121 | +635 | 26.69% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,013 | 355 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 3,000 | 353 | 0.13% | 0.16% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Corient IA LLC | History | No change | 3,000 | 353 | 0.33% | 0.31% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,976 | 350 | 0.01% | 0.01% | 125 | +216 | 7.83% | Q4 2025 | Feb 12, 2026 |
| Allred Capital Management, LLC | History | Reduced | 2,970 | 350 | 0.13% | 0.15% | 126 | -36 | -1.2% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,926 | 344 | 0.0% | 0.0% | 127 | +5 | 0.17% | Q4 2025 | Feb 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 2,872 | 339 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 2,849 | 335 | 0.0% | 0.0% | 129 | -424 | -12.95% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 2,730 | 322 | 0.0% | 0.0% | 130 | -366 | -11.82% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 2,726 | 321 | 0.0% | 0.01% | 131 | -519 | -15.99% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 2,675 | 315 | 0.0% | 0.0% | 132 | -91 | -3.29% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,618 | 309 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 2,600 | 306 | 0.0% | 0.02% | 134 | -50,207 | -95.08% | Q4 2025 | Jan 27, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 2,479 | 292 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,473 | 291 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Man Group plc | History | Reduced | 2,439 | 287 | 0.0% | 0.0% | 137 | -7,144 | -74.55% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,194 | 272 | 0.0% | — | 138 | +2,194 | New | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,257 | 266 | 0.0% | 0.0% | 139 | +12 | 0.53% | Q4 2025 | Feb 18, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 2,253 | 265 | 0.0% | 0.0% | 140 | -165 | -6.82% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,173 | 256 | 0.0% | 0.0% | 141 | -741 | -25.43% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,170 | 255 | 0.0% | — | 142 | +2,170 | New | Q4 2025 | Jan 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 2,122 | 250 | 0.0% | — | 143 | +2,122 | New | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 2,116 | 249 | 0.01% | — | 144 | +2,116 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 2,072 | 244 | 0.0% | — | 145 | +2,072 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 2,059 | 242 | 0.0% | 0.0% | 146 | -511 | -19.88% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Added to | 1,990 | 234 | 0.0% | 0.0% | 147 | +247 | 14.17% | Q4 2025 | Jan 09, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 1,971 | 232 | 0.04% | — | 148 | +1,971 | New | Q4 2025 | Jan 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,953 | 230 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,945 | 229 | 0.0% | 0.0% | 150 | +206 | 11.85% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,918 | 226 | 0.0% | 0.0% | 151 | -77 | -3.86% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,772 | 208 | 0.0% | — | 152 | +1,772 | New | Q4 2025 | Feb 04, 2026 |
| Cullen Capital Management, LLC | History | Added to | 1,720 | 202 | 0.0% | 0.0% | 153 | +16 | 0.94% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,626 | 191 | 0.0% | 0.01% | 154 | -476 | -22.65% | Q4 2025 | Jan 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,400 | 165 | 0.0% | 0.0% | 155 | -2,236 | -61.5% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 1,384 | 163 | 0.0% | 0.0% | 156 | -958 | -40.91% | Q4 2025 | Jan 26, 2026 |
| Vestcor Inc | History | No change | 1,076 | 127 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 935 | 110 | 0.0% | 0.0% | 158 | -19 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 919 | 108 | 0.0% | 0.0% | 159 | -2,250 | -71.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 925 | 108 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 914 | 107 | 0.0% | 0.0% | 161 | -88 | -8.78% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 911 | 107 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 892 | 105 | 0.0% | 0.0% | 163 | -341 | -27.66% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 800 | 94 | 0.0% | 0.0% | 164 | -4,300 | -84.31% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 723 | 85 | 0.0% | 0.0% | 165 | -477 | -39.75% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 700 | 82 | 0.0% | — | 166 | +700 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 677 | 79 | 0.0% | 0.01% | 167 | -1,033 | -60.41% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 640 | 75 | 0.01% | 0.03% | 168 | -1,404 | -68.69% | Q4 2025 | Feb 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 600 | 70 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Copeland Capital Management, LLC | History | New | 522 | 61 | 0.0% | — | 170 | +522 | New | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 305 | 35 | 0.0% | 0.0% | 171 | +12 | 4.1% | Q4 2025 | Feb 17, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 287 | 33 | 0.01% | 0.01% | 172 | +30 | 11.67% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 268 | 31 | 0.0% | 0.0% | 173 | +237 | 764.52% | Q4 2025 | Jan 08, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 245 | 28 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 223 | 26 | 0.0% | 0.0% | 175 | +62 | 38.51% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 215 | 25 | 0.0% | 0.0% | 176 | +42 | 24.28% | Q4 2025 | Jan 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 212 | 24 | 0.01% | — | 178 | +212 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 210 | 24 | 0.0% | 0.0% | 177 | -125 | -37.31% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Reduced | 200 | 23 | 0.0% | 0.07% | 179 | -3,450 | -94.52% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 168 | 20 | 0.0% | 0.0% | 181 | +93 | 124.0% | Q4 2025 | Feb 09, 2026 |
| Banque Cantonale Vaudoise | History | No change | 156 | 18 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 136 | 16 | 0.0% | 0.0% | 184 | -261 | -65.74% | Q4 2025 | Jan 05, 2026 |
| BAILLIE GIFFORD & CO | History | New | 137 | 16 | 0.0% | — | 183 | +137 | New | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 131 | 15 | 0.0% | 0.0% | 185 | -64 | -32.82% | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 107 | 12 | 0.0% | 0.0% | 186 | -146 | -57.71% | Q4 2025 | Jan 30, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 103 | 12 | 0.0% | 0.0% | 187 | -47 | -31.33% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 96 | 11 | 0.0% | 0.0% | 188 | +52 | 118.18% | Q4 2025 | Mar 16, 2026 |
| Sterling Capital Management LLC | History | Added to | 73 | 8 | 0.0% | 0.0% | 189 | +46 | 170.37% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 63 | 7 | 0.0% | 0.0% | 190 | +31 | 96.88% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 65 | 7 | 0.0% | 0.0% | 192 | -4 | -5.8% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 60 | 7 | 0.0% | 0.0% | 191 | +1 | 1.69% | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | Reduced | 54 | 6 | 0.0% | 0.0% | 195 | -157 | -74.41% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 58 | 6 | 0.0% | — | 194 | +58 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 57 | 6 | 0.0% | — | 196 | +57 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 48 | 6 | 0.0% | 0.0% | 193 | -1 | -2.04% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | Reduced | 41 | 5 | 0.0% | 0.0% | 198 | -47 | -53.41% | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 47 | 5 | 0.0% | — | 199 | +47 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 48 | 5 | 0.0% | 0.0% | 197 | -5 | -9.43% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 37 | 4 | 0.0% | 0.0% | 201 | +19 | 105.56% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 27 | 3 | 0.0% | — | 202 | +27 | New | Q4 2025 | Feb 10, 2026 |
| Seneschal Advisors, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 24 | 2 | 0.0% | 0.0% | 209 | -22 | -47.83% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 23 | 2 | 0.0% | — | 204 | +21 | 1050.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 17 | 2 | 0.0% | — | 205 | +17 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 20 | 2 | 0.0% | 0.0% | 208 | +12 | 150.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 24 | 2 | 0.0% | 0.0% | 206 | +7 | 41.18% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 24 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | New | 14 | 1 | 0.0% | — | 211 | +14 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 10 | 1 | 0.0% | — | 214 | +10 | New | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 9 | 1 | 0.0% | — | 212 | +9 | New | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Added to | 9 | 1 | 0.0% | — | 215 | +5 | 125.0% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 210 | -1 | -6.67% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -168,241 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 1.58% | — | -71,799 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,996 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UniSuper Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -23,788 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -19,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,089 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quantedge Capital Pte Ltd | History | Closed out | 0 | 0 | — | 0.9% | — | -11,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,016 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,447 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.01% | — | -6,133 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDLER CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.25% | — | -5,943 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,709 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,221 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,428 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,948 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -2,911 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,868 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,669 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -2,378 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -2,296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELCH & FORBES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,953 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -1,939 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,930 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Putney Financial Group LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -1,810 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,673 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,649 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -1,583 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,363 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q3 2025 | Nov 13, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -313 | -97.81% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -94 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ares Financial Consulting, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -3 | -37.5% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CIBC Private Wealth Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ankerstar Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |