LOGITECH INTERNATIONAL S.A. - LOGI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 40 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 6,682,756 | 678,420 | 0.01% | 0.01% | 1 | +75,256 | 1.14% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 5,496,819 | 565,692 | 0.93% | 1.09% | 2 | -242,444 | -4.22% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 4,609,850 | 473,660 | 1.49% | 1.66% | 3 | -439,393 | -8.7% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 4,398,309 | 440,798 | 0.07% | 0.08% | 4 | -123,834 | -2.74% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 3,275,064 | 328,226 | 0.08% | 0.07% | 5 | +451,357 | 15.98% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 3,061,513 | 315,097 | 0.31% | 0.33% | 6 | -49,042 | -1.58% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,991,627 | 304,150 | 0.18% | 0.14% | 7 | +906,807 | 43.5% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 2,802,403 | 288,429 | 0.62% | 0.68% | 8 | +74,702 | 2.74% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,504,198 | 250,970 | 0.02% | 0.02% | 9 | -1,200,874 | -32.41% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,190,070 | 219,488 | 0.01% | 0.01% | 10 | +1,322,582 | 152.46% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,140,290 | 214,499 | 0.07% | 0.06% | 11 | +407,964 | 23.55% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,032,179 | 208,664 | 0.21% | 0.1% | 12 | +1,116,493 | 121.93% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,719,594 | 172,337 | 0.02% | 0.03% | 13 | -667,321 | -27.96% | Q4 2025 | Mar 25, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,637,508 | 164,111 | 0.25% | 0.28% | 14 | -320,500 | -16.37% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,556,342 | 160,174 | 0.16% | 0.12% | 15 | +567,810 | 57.44% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,273,720 | 129,124 | 0.12% | 0.06% | 16 | +722,887 | 131.24% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,253,326 | 128,994 | 0.03% | 0.03% | 17 | -73,803 | -5.56% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 1,221,210 | 125,689 | 0.06% | 0.05% | 18 | +90,334 | 7.99% | Q4 2025 | Feb 13, 2026 |
| SIH Partners, LLLP | History | Reduced | 1,250,412 | 125,316 | 2.38% | 5.17% | 19 | -405,874 | -24.51% | Q4 2025 | Feb 17, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 1,178,493 | 121,270 | 0.21% | 0.23% | 20 | +4,724 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 1,101,532 | 110,395 | 0.03% | 0.04% | 21 | +135,714 | 14.05% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 868,596 | 89,247 | 0.01% | — | 22 | +868,596 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 785,766 | 78,749 | 0.01% | 0.01% | 23 | -334,750 | -29.87% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 755,628 | 75,729 | 0.17% | 0.28% | 24 | -196,254 | -20.62% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 724,316 | 73,002 | 0.2% | 0.22% | 25 | +7,570 | 1.06% | Q4 2025 | Feb 05, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 721,846 | 72,343 | 0.44% | 0.26% | 26 | +342,623 | 90.35% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 689,908 | 71,003 | 0.1% | 0.01% | 27 | +653,296 | 1784.38% | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 681,597 | 69,835 | 0.04% | 0.0% | 28 | +660,964 | 3203.43% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 593,588 | 59,489 | 0.01% | 0.01% | 29 | +150,825 | 34.06% | Q4 2025 | Feb 19, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 542,396 | 55,825 | 0.91% | 0.94% | 30 | +6,849 | 1.28% | Q4 2025 | Jan 15, 2026 |
| BlackRock, Inc. | History | Added to | 523,304 | 52,445 | 0.0% | 0.0% | 31 | +39,752 | 8.22% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 496,572 | 49,766 | 0.03% | 0.0% | 32 | +465,069 | 1476.27% | Q4 2025 | Feb 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 487,415 | 48,848 | 0.04% | 0.05% | 33 | +14,391 | 3.04% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 444,363 | 41,918 | 0.02% | 0.02% | 34 | +83,713 | 23.21% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 410,584 | 41,148 | 0.08% | 0.17% | 35 | -354,830 | -46.36% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 399,598 | 41,127 | 0.01% | 0.01% | 36 | +14,532 | 3.77% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 352,914 | 36,261 | 0.02% | 0.03% | 37 | -73,683 | -17.27% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 355,304 | 35,608 | 0.01% | 0.02% | 38 | -183,245 | -34.03% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 344,194 | 35,426 | 1.26% | 1.46% | 39 | -12,732 | -3.57% | Q4 2025 | Feb 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 352,596 | 35,337 | 0.12% | 0.03% | 40 | +258,680 | 275.44% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 329,341 | 33,006 | 0.01% | 0.01% | 41 | -48,985 | -12.95% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 319,142 | 32,632 | 0.04% | 0.04% | 42 | -20,648 | -6.08% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 347,673 | 31,005 | 0.05% | 0.06% | 43 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 287,760 | 28,839 | 0.0% | 0.01% | 44 | -120,054 | -29.44% | Q4 2025 | Feb 17, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | Reduced | 268,838 | 27,715 | 0.67% | 0.8% | 45 | -22,026 | -7.57% | Q4 2025 | Jan 29, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 260,162 | 26,776 | 0.29% | 0.29% | 46 | +20,866 | 8.72% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 262,881 | 26,345 | 0.0% | 0.01% | 47 | -113,181 | -30.1% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Reduced | 240,600 | 24,543 | 1.59% | 1.76% | 48 | -14,833 | -5.81% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 228,265 | 22,975 | 0.01% | 0.01% | 49 | +3,706 | 1.65% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 225,854 | 22,634 | 0.0% | — | 50 | +225,854 | New | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 212,642 | 21,852 | 0.03% | 0.06% | 51 | -238,858 | -52.9% | Q4 2025 | Feb 18, 2026 |
| AVIVA PLC | History | Added to | 202,332 | 20,785 | 0.04% | 0.04% | 52 | +12,839 | 6.78% | Q4 2025 | Feb 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 182,079 | 18,737 | 0.05% | 0.05% | 53 | +13,338 | 7.9% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 179,783 | 18,503 | 0.0% | 0.0% | 54 | +97,774 | 119.22% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 178,769 | 17,916 | 0.09% | — | 55 | +178,769 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 175,659 | 17,604 | 0.0% | 0.0% | 56 | +56,128 | 46.96% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 169,436 | 17,320 | 0.05% | 0.06% | 57 | -5,766 | -3.29% | Q4 2025 | Feb 17, 2026 |
| Haven Global Partners, LLC | History | Reduced | 162,462 | 16,720 | 12.28% | 12.94% | 58 | -3,066 | -1.85% | Q4 2025 | Jan 26, 2026 |
| Andra AP-fonden | History | Added to | 204,073 | 16,640 | 0.21% | 0.05% | 59 | +162,450 | 390.29% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 165,852 | 16,621 | 0.0% | 0.0% | 60 | +53,937 | 48.19% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 163,022 | 16,338 | 0.23% | 0.27% | 61 | -3,279 | -1.97% | Q4 2025 | Feb 03, 2026 |
| Trexquant Investment LP | History | New | 157,905 | 15,825 | 0.14% | — | 62 | +157,905 | New | Q4 2025 | Feb 17, 2026 |
| GAM Holding AG | History | Reduced | 140,780 | 14,489 | 0.92% | 1.17% | 63 | -32,395 | -18.71% | Q4 2025 | Feb 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 138,153 | 14,207 | 0.06% | 0.08% | 64 | -36,131 | -20.73% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 140,686 | 14,099 | 0.02% | 0.05% | 65 | -139,527 | -49.79% | Q4 2025 | Feb 17, 2026 |
| AustralianSuper Pty Ltd | History | New | 132,193 | 13,582 | 0.06% | — | 66 | +132,193 | New | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 134,717 | 13,501 | 0.0% | 0.0% | 67 | -2,286 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Concentric Capital Strategies, LP | History | New | 134,500 | 13,479 | 0.65% | — | 68 | +134,500 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 133,034 | 13,332 | 0.02% | 156.16% | 69 | -173,643 | -56.62% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 128,900 | 12,918 | 0.02% | 0.02% | 70 | +2,800 | 2.22% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 152,064 | 12,401 | 0.01% | — | 71 | +152,064 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 120,849 | 12,111 | 0.0% | 0.0% | 72 | -6,060 | -4.78% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 120,018 | 12,038 | 0.01% | 0.01% | 73 | -11,243 | -8.57% | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 119,255 | 11,951 | 0.23% | — | 74 | +119,255 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 112,900 | 11,314 | 0.0% | 0.0% | 75 | +30,721 | 37.38% | Q4 2025 | Jan 29, 2026 |
| Twin Tree Management, LP | History | Reduced | 106,500 | 10,673 | 0.09% | 0.06% | 76 | -23,000 | -17.76% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 102,600 | 10,282 | 0.01% | 0.01% | 77 | +9,100 | 9.73% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 99,845 | 10,277 | 0.0% | 0.0% | 78 | +37,585 | 60.37% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 97,832 | 10,069 | 0.09% | 0.06% | 79 | +37,772 | 62.89% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 96,004 | 9,621 | 0.02% | 0.03% | 80 | +10,590 | 12.4% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 92,430 | 9,509 | 0.0% | 0.0% | 81 | -2,597 | -2.73% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 89,742 | 9,135 | 0.02% | 0.03% | 82 | -15,943 | -15.09% | Q4 2025 | Jan 30, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 88,780 | 9,122 | 0.02% | 0.01% | 83 | +37,053 | 71.63% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 89,477 | 8,967 | 0.6% | 0.53% | 84 | +49,853 | 125.82% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 86,919 | 8,930 | 0.0% | 0.0% | 85 | +8,476 | 10.81% | Q4 2025 | Feb 12, 2026 |
| Korea Investment CORP | History | Added to | 86,527 | 8,905 | 0.02% | 0.02% | 86 | +2,760 | 3.29% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 83,903 | 8,635 | 0.02% | — | 87 | +83,903 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 84,400 | 8,458 | 0.01% | 0.02% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 97,078 | 8,401 | 0.03% | 0.03% | 89 | +1,142 | 1.19% | Q4 2025 | Feb 18, 2026 |
| Leonteq Securities AG | History | New | 98,558 | 8,084 | 0.25% | — | 90 | +98,558 | New | Q4 2025 | Feb 06, 2026 |
| Verition Fund Management LLC | History | Added to | 79,393 | 7,956 | 0.03% | 0.01% | 91 | +49,112 | 162.19% | Q4 2025 | Feb 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 78,238 | 7,841 | 0.33% | 0.33% | 92 | +5,920 | 8.19% | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 75,939 | 7,733 | 0.37% | 0.52% | 93 | +13,449 | 21.52% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 75,000 | 7,718 | 0.01% | — | 94 | +75,000 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 73,458 | 7,547 | 0.03% | 0.03% | 95 | -11,767 | -13.81% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Added to | 75,220 | 7,538 | 0.01% | 0.01% | 96 | +40,020 | 113.69% | Q4 2025 | Mar 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 75,063 | 7,522 | 0.03% | 0.02% | 97 | +46,069 | 158.89% | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 71,959 | 7,402 | 0.57% | 0.67% | 98 | -1,991 | -2.69% | Q4 2025 | Feb 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 72,279 | 7,243 | 0.0% | 0.0% | 99 | +13,235 | 22.42% | Q4 2025 | Feb 17, 2026 |
| Achmea Investment Management B.V. | History | Added to | 69,662 | 7,169 | 0.18% | 0.04% | 100 | +41,920 | 151.11% | Q4 2025 | Feb 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 69,096 | 7,116 | 0.01% | — | 101 | +69,096 | New | Q4 2025 | Feb 13, 2026 |
| ASR Vermogensbeheer N.V. | History | Added to | 68,926 | 7,093 | 0.08% | 0.08% | 102 | +11,460 | 19.94% | Q4 2025 | Feb 03, 2026 |
| Mediolanum International Funds Ltd | History | Reduced | 68,753 | 7,088 | 0.07% | 0.12% | 103 | -35,250 | -33.89% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | Added to | 69,772 | 6,992 | 0.23% | 0.18% | 104 | +9,499 | 15.76% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 66,668 | 6,681 | 0.03% | 0.0% | 105 | +59,507 | 830.99% | Q4 2025 | Feb 09, 2026 |
| L2 Asset Management, LLC | History | Reduced | 66,427 | 6,657 | 0.89% | 1.26% | 106 | -12,878 | -16.24% | Q4 2025 | Feb 17, 2026 |
| BLI - Banque de Luxembourg Investments | History | Reduced | 64,582 | 6,644 | 0.19% | 0.23% | 107 | -8,787 | -11.98% | Q4 2025 | Feb 11, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 64,020 | 6,540 | 0.01% | 0.01% | 108 | +528 | 0.83% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 64,022 | 6,416 | 0.01% | 0.01% | 109 | +7,353 | 12.98% | Q4 2025 | Jan 23, 2026 |
| NatWest Group plc | History | Added to | 62,463 | 6,260 | 1.46% | 0.62% | 110 | +39,650 | 173.8% | Q4 2025 | Jan 13, 2026 |
| LGT Group Foundation | History | Reduced | 56,171 | 5,771 | 0.06% | 0.09% | 111 | -17,570 | -23.83% | Q4 2025 | Feb 05, 2026 |
| Henry James International Management Inc. | History | Reduced | 54,900 | 5,502 | 1.73% | 2.08% | 112 | -7,000 | -11.31% | Q4 2025 | Feb 17, 2026 |
| AMJ Financial Wealth Management | History | Added to | 51,718 | 5,183 | 1.23% | 0.78% | 113 | +21,683 | 72.19% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | Added to | 48,400 | 4,850 | 0.01% | 0.0% | 114 | +22,361 | 85.88% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 47,104 | 4,720 | 0.0% | 0.0% | 115 | +18,096 | 62.38% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 46,598 | 4,679 | 0.0% | 0.0% | 116 | +1,845 | 4.12% | Q4 2025 | Feb 18, 2026 |
| Plato Investment Management Ltd | History | Added to | 44,871 | 4,640 | 0.3% | 0.2% | 117 | +17,796 | 65.73% | Q4 2025 | Feb 04, 2026 |
| FIL Ltd | History | Added to | 44,557 | 4,586 | 0.0% | 0.0% | 118 | +28,685 | 180.73% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 45,600 | 4,570 | 0.01% | — | 119 | +45,600 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 45,474 | 4,557 | 0.0% | 0.0% | 120 | +22,722 | 99.87% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 43,388 | 4,348 | 0.0% | 0.0% | 121 | +4,942 | 12.85% | Q4 2025 | Feb 17, 2026 |
| Willis Investment Counsel | History | Added to | 42,747 | 4,284 | 0.22% | 0.18% | 122 | +12,221 | 40.03% | Q4 2025 | Jan 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,028 | 4,123 | 0.0% | 0.0% | 123 | -14,544 | -82.77% | Q4 2025 | Feb 10, 2026 |
| Employees Retirement System of Texas | History | No change | 39,289 | 3,938 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Walleye Capital LLC | History | Reduced | 37,943 | 3,802 | 0.01% | 0.04% | 125 | -62,900 | -62.37% | Q4 2025 | Feb 13, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 37,688 | 3,777 | 0.37% | 0.41% | 126 | +80 | 0.21% | Q4 2025 | Jan 21, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 45,715 | 3,727 | 0.08% | 0.07% | 127 | +6,863 | 17.66% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | Added to | 36,616 | 3,669 | 0.1% | 0.02% | 128 | +32,906 | 886.95% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 35,921 | 3,600 | 0.0% | 0.0% | 129 | -11 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | History | Reduced | 33,105 | 3,401 | 1.66% | 2.42% | 130 | -4,524 | -12.02% | Q4 2025 | Feb 05, 2026 |
| OSSIAM | History | Added to | 32,380 | 3,332 | 0.07% | 0.04% | 131 | +5,424 | 20.12% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,194 | 3,326 | 0.0% | 0.0% | 132 | +1,018 | 3.16% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 32,532 | 3,260 | 0.04% | 0.03% | 133 | +12,864 | 65.41% | Q4 2025 | Feb 02, 2026 |
| Engineers Gate Manager LP | History | New | 32,031 | 3,210 | 0.04% | — | 134 | +32,031 | New | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 31,776 | 3,184 | 0.04% | 0.04% | 135 | -380 | -1.18% | Q4 2025 | Jan 21, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 30,426 | 3,049 | 0.01% | 0.01% | 136 | -2,553 | -7.74% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 29,914 | 2,997 | 0.0% | 0.0% | 137 | +2,843 | 10.5% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 28,643 | 2,951 | 0.0% | 0.01% | 138 | -329 | -1.14% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 28,846 | 2,891 | 0.02% | 0.02% | 139 | +8,717 | 43.31% | Q4 2025 | Jan 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 28,051 | 2,811 | 0.59% | 0.64% | 140 | -7,043 | -20.07% | Q4 2025 | Feb 17, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 26,338 | 2,710 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 25,183 | 2,523 | 0.0% | 0.0% | 142 | +8,542 | 51.33% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 23,804 | 2,385 | 0.02% | 0.03% | 144 | +905 | 3.95% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 23,772 | 2,385 | 0.0% | 0.0% | 143 | +148 | 0.63% | Q4 2025 | Feb 13, 2026 |
| Investment Management Corp of Ontario | History | Added to | 22,314 | 2,236 | 0.03% | 0.03% | 145 | +3,201 | 16.75% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | Reduced | 21,371 | 2,195 | 0.02% | 0.03% | 146 | -21,511 | -50.16% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 21,339 | 2,195 | 0.06% | 0.07% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 20,127 | 2,071 | 0.0% | 0.0% | 148 | +1,663 | 9.01% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,139 | 1,970 | 0.0% | 0.03% | 149 | -138,652 | -87.87% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,359 | 1,941 | 0.0% | 0.01% | 150 | -42,651 | -68.78% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 18,474 | 1,900 | 0.03% | 0.02% | 151 | +5,851 | 46.35% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 18,913 | 1,895 | 0.0% | 0.0% | 152 | +10,220 | 117.57% | Q4 2025 | Feb 13, 2026 |
| 111 Capital | History | Reduced | 17,740 | 1,825 | 0.4% | 0.38% | 153 | -901 | -4.83% | Q4 2025 | Feb 11, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 17,742 | 1,778 | 0.09% | 0.11% | 154 | -214 | -1.19% | Q4 2025 | Jan 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,039 | 1,720 | 0.01% | 0.01% | 155 | +429 | 2.58% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,911 | 1,694 | 0.0% | 0.0% | 156 | -97 | -0.57% | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, LLC | History | Reduced | 16,532 | 1,656 | 0.02% | 0.02% | 157 | -2,317 | -12.29% | Q4 2025 | Feb 18, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 16,236 | 1,627 | 0.05% | — | 158 | +16,236 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,036 | 1,607 | 0.0% | 0.0% | 159 | -50 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Sienna Gestion | History | New | 15,333 | 1,572 | 0.09% | — | 160 | +15,333 | New | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | New | 14,990 | 1,502 | 0.01% | — | 162 | +14,990 | New | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 14,993 | 1,502 | 0.05% | 0.03% | 161 | +5,187 | 52.9% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | New | 14,764 | 1,479 | 0.32% | — | 163 | +14,764 | New | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,461 | 1,476 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 14,112 | 1,414 | 0.01% | — | 166 | +14,112 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 14,264 | 1,414 | 0.0% | 0.0% | 165 | +623 | 4.57% | Q4 2025 | Mar 09, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,805 | 1,384 | 0.0% | 0.01% | 167 | -176 | -1.26% | Q4 2025 | Jan 09, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 13,572 | 1,360 | 0.61% | 0.62% | 168 | -399 | -2.86% | Q4 2025 | Jan 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 13,400 | 1,342 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 13,128 | 1,316 | 0.05% | — | 170 | +13,128 | New | Q4 2025 | Feb 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,033 | 1,306 | 0.02% | 0.01% | 171 | +6,774 | 108.23% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 12,750 | 1,277 | 0.0% | — | 172 | +12,750 | New | Q4 2025 | Feb 12, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 12,330 | 1,269 | 0.01% | 0.01% | 173 | +1,144 | 10.23% | Q4 2025 | Jan 16, 2026 |
| Numerai GP LLC | History | Added to | 12,425 | 1,245 | 0.15% | 0.15% | 174 | +2,939 | 30.98% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,285 | 1,231 | 0.03% | — | 175 | +12,285 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 12,008 | 1,203 | 0.01% | 0.01% | 176 | +1,587 | 15.23% | Q4 2025 | Feb 17, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 11,400 | 1,142 | 0.07% | 0.08% | 177 | +11 | 0.1% | Q4 2025 | Jan 15, 2026 |
| DV EQUITIES, LLC | History | New | 11,067 | 1,109 | 0.2% | — | 178 | +11,067 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 10,887 | 1,091 | 0.01% | — | 179 | +10,887 | New | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,876 | 1,089 | 0.05% | 0.05% | 180 | +1,511 | 16.13% | Q4 2025 | Jan 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 10,759 | 1,078 | 0.02% | 0.02% | 181 | +3,843 | 55.57% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,470 | 1,071 | 0.0% | 0.0% | 182 | +2,176 | 26.24% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 10,626 | 1,064 | 0.0% | — | 183 | +10,626 | New | Q4 2025 | Feb 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 10,261 | 1,028 | 0.08% | 0.09% | 184 | -180 | -1.72% | Q4 2025 | Feb 04, 2026 |
| CDC Financial, Inc. | History | New | 10,100 | 1,012 | 0.47% | — | 185 | +10,100 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,804 | 982 | 0.01% | 0.01% | 186 | +1,467 | 17.6% | Q4 2025 | Feb 12, 2026 |
| SALT Holding Corp. | History | No change | 9,763 | 978 | 0.76% | 1.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Added to | 9,369 | 938 | 0.08% | 0.02% | 188 | +6,531 | 230.13% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 8,960 | 898 | 0.2% | — | 189 | +8,960 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,876 | 889 | 0.0% | 0.0% | 190 | -50 | -0.56% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 8,737 | 875 | 0.0% | 0.0% | 191 | +298 | 3.53% | Q4 2025 | Jan 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 8,119 | 835 | 0.0% | 0.0% | 192 | -2,879 | -26.18% | Q4 2025 | Feb 06, 2026 |
| Qtron Investments LLC | History | Reduced | 8,016 | 825 | 0.11% | 0.13% | 193 | -1,494 | -15.71% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,172 | 818 | 0.0% | 0.0% | 194 | +212 | 2.66% | Q4 2025 | Feb 06, 2026 |
| Centiva Capital, LP | History | New | 8,110 | 812 | 0.01% | — | 195 | +8,110 | New | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,750 | 797 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 7,501 | 751 | 0.0% | 0.0% | 197 | +609 | 8.84% | Q4 2025 | Feb 11, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 7,426 | 744 | 0.11% | — | 198 | +7,426 | New | Q4 2025 | Feb 06, 2026 |
| Vest Financial, LLC | History | Added to | 7,164 | 717 | 0.01% | 0.01% | 199 | +2,908 | 68.33% | Q4 2025 | Jan 30, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 7,034 | 704 | 0.18% | 0.21% | 200 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FULTON BANK, N.A. | History | Reduced | 6,688 | 670 | 0.02% | 0.03% | 201 | -26 | -0.39% | Q4 2025 | Jan 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,476 | 649 | 0.0% | 0.0% | 202 | +813 | 14.36% | Q4 2025 | Feb 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,299 | 631 | 0.01% | 0.01% | 203 | +2 | 0.03% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,167 | 618 | 0.01% | 0.01% | 204 | +122 | 2.02% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,287 | 609 | 0.0% | 0.0% | 205 | -99 | -1.55% | Q4 2025 | Jan 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,056 | 602 | 0.01% | 0.02% | 206 | +11 | 0.18% | Q4 2025 | Jan 08, 2026 |
| LGT Fund Management Co Ltd. | History | Reduced | 5,833 | 599 | 0.05% | 0.07% | 207 | -1,974 | -25.29% | Q4 2025 | Feb 05, 2026 |
| Metis Global Partners, LLC | History | Reduced | 5,810 | 598 | 0.01% | 0.02% | 208 | -721 | -11.04% | Q4 2025 | Feb 11, 2026 |
| Osmosis Investment Management UK Ltd | History | New | 5,683 | 584 | 0.01% | — | 209 | +5,683 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,792 | 580 | 0.01% | 0.02% | 210 | +44 | 0.77% | Q4 2025 | Feb 09, 2026 |
| Militia Capital Partners, LP | History | No change | 5,500 | 551 | 0.21% | 0.28% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 5,060 | 507 | 0.09% | 0.08% | 212 | +849 | 20.16% | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 4,922 | 506 | 0.0% | — | 213 | +4,922 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4,728 | 473 | 0.12% | 0.0% | 214 | +4,661 | 6956.72% | Q4 2025 | Mar 03, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 4,546 | 455 | 0.16% | 0.11% | 215 | -269 | -5.59% | Q4 2025 | Feb 03, 2026 |
| Baader Bank Aktiengesellschaft | History | No change | 4,337 | 446 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,391 | 440 | 0.0% | 0.0% | 217 | -2 | -0.05% | Q4 2025 | Feb 17, 2026 |
| PCM Encore, LLC | History | New | 4,370 | 437 | 0.09% | — | 219 | +4,370 | New | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 4,368 | 437 | 0.07% | 0.07% | 218 | +640 | 17.17% | Q4 2025 | Feb 24, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 4,118 | 423 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 3,976 | 398 | 0.25% | — | 221 | +3,976 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 3,848 | 395 | 0.0% | 0.0% | 222 | -193 | -4.78% | Q4 2025 | Jan 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,909 | 391 | 0.0% | 0.0% | 224 | -13 | -0.33% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,908 | 391 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,737 | 374 | 0.0% | 0.0% | 225 | -78 | -2.04% | Q4 2025 | Feb 06, 2026 |
| Summit Global Investments | History | New | 3,645 | 365 | 0.02% | — | 226 | +3,645 | New | Q4 2025 | Feb 18, 2026 |
| SG Trading Solutions, LLC | History | New | 3,598 | 361 | 0.08% | — | 227 | +3,598 | New | Q4 2025 | Feb 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,505 | 351 | 0.0% | 0.0% | 228 | +392 | 12.59% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,492 | 349 | 0.04% | 0.03% | 229 | +1,634 | 87.94% | Q4 2025 | Feb 13, 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | History | Added to | 3,475 | 348 | 0.23% | 0.15% | 230 | +1,409 | 68.2% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 3,391 | 339 | 0.02% | 0.02% | 231 | -1 | -0.03% | Q4 2025 | Feb 11, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 3,247 | 333 | 0.03% | — | 232 | +3,247 | New | Q4 2025 | Feb 17, 2026 |
| Exane Asset Management | History | Added to | 3,478 | 333 | 0.07% | 0.06% | 233 | +1,639 | 89.12% | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Group | History | No change | 3,323 | 332 | 0.02% | 0.03% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,305 | 331 | 0.0% | — | 235 | +3,305 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,235 | 323 | 0.0% | 0.0% | 236 | +855 | 35.92% | Q4 2025 | Feb 13, 2026 |
| Stirlingshire Investments, Inc. | History | New | 3,222 | 322 | 0.29% | — | 237 | +3,222 | New | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 3,013 | 301 | 0.01% | — | 238 | +3,013 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,904 | 291 | 0.0% | 0.0% | 239 | +268 | 10.17% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Added to | 2,852 | 285 | 0.0% | 0.0% | 240 | +185 | 6.94% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,827 | 283 | 0.0% | 0.0% | 241 | -1,119 | -28.36% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Added to | 2,796 | 280 | 0.0% | 0.0% | 244 | +754 | 36.92% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,798 | 280 | 0.04% | 0.04% | 243 | +412 | 17.27% | Q4 2025 | Jan 08, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Reduced | 2,720 | 280 | 0.04% | 0.04% | 242 | -56 | -2.02% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Wealth | History | New | 2,766 | 277 | 0.0% | — | 245 | +2,766 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 2,759 | 276 | 0.0% | — | 246 | +2,759 | New | Q4 2025 | Mar 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 2,690 | 269 | 0.01% | 0.0% | 247 | +2,588 | 2537.25% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,664 | 267 | 0.0% | 0.01% | 248 | +49 | 1.87% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | New | 2,620 | 262 | 0.01% | — | 249 | +2,620 | New | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,598 | 260 | 0.0% | 0.0% | 250 | +2,467 | 1883.21% | Q4 2025 | Feb 18, 2026 |
| Blueshift Asset Management, LLC | History | New | 2,574 | 257 | 0.07% | — | 251 | +2,574 | New | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 2,533 | 253 | 0.01% | 0.02% | 252 | -1 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Calydon Capital | History | No change | 2,431 | 243 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | New | 2,423 | 242 | 0.01% | — | 254 | +2,423 | New | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 2,404 | 240 | 0.0% | 0.0% | 255 | +75 | 3.22% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,339 | 234 | 0.05% | 0.06% | 256 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Walsky Investment Management, Inc. | History | New | 2,325 | 233 | 0.24% | — | 257 | +2,325 | New | Q4 2025 | Feb 10, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 2,315 | 232 | 0.07% | 0.08% | 258 | -1,964 | -45.9% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 2,289 | 229 | 0.01% | 0.01% | 259 | +192 | 9.16% | Q4 2025 | Feb 06, 2026 |
| SkyOak Wealth, LLC | History | New | 2,239 | 224 | 0.04% | — | 260 | +2,239 | New | Q4 2025 | Feb 05, 2026 |
| Fisher Asset Management, LLC | History | Added to | 2,229 | 223 | 0.0% | 0.0% | 261 | +163 | 7.89% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,217 | 222 | 0.02% | 0.01% | 262 | +1,092 | 97.07% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 2,150 | 221 | 0.0% | — | 263 | +2,150 | New | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | New | 2,196 | 220 | 0.01% | — | 264 | +2,196 | New | Q4 2025 | Jan 21, 2026 |
| Curi Capital, LLC | History | Added to | 2,174 | 217 | 0.0% | 0.0% | 265 | +31 | 1.45% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Reduced | 2,157 | 216 | 0.0% | 0.02% | 267 | -2,466 | -53.34% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,165 | 216 | 0.01% | 0.01% | 266 | +279 | 14.79% | Q4 2025 | Feb 06, 2026 |
| PDS Planning, Inc | History | Added to | 2,135 | 213 | 0.01% | 0.01% | 268 | +189 | 9.71% | Q4 2025 | Jan 26, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 2,121 | 212 | 0.05% | 0.06% | 269 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PCB Capital LLC | History | New | 2,092 | 209 | 0.34% | — | 270 | +2,092 | New | Q4 2025 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 2,072 | 208 | 0.0% | 0.0% | 271 | +272 | 15.11% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,066 | 207 | 0.0% | — | 272 | +2,066 | New | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,021 | 207 | 0.01% | 0.01% | 273 | +238 | 13.35% | Q4 2025 | Feb 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 2,056 | 206 | 0.0% | 0.01% | 274 | -650 | -24.02% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,043 | 204 | 0.0% | — | 275 | +2,043 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 2,032 | 203 | 0.01% | — | 276 | +2,032 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,000 | 200 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,915 | 191 | 0.0% | 0.0% | 278 | -491 | -20.41% | Q4 2025 | Jan 16, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 2,244 | 182 | 0.09% | 0.11% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 1,500 | 154 | 0.03% | — | 280 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,521 | 152 | 0.0% | 0.01% | 281 | -2,092 | -57.9% | Q4 2025 | Feb 17, 2026 |
| Westerkirk Capital Inc. | History | Added to | 1,500 | 150 | 0.01% | 0.0% | 283 | +1,100 | 275.0% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 1,500 | 150 | 0.0% | 0.0% | 282 | +33 | 2.25% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,260 | 126 | 0.01% | — | 285 | +1,260 | New | Q4 2025 | Feb 13, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 1,261 | 126 | 0.06% | 0.06% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 1,210 | 121 | 0.01% | 0.05% | 286 | -2,897 | -70.54% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,144 | 114 | 0.0% | 0.0% | 287 | +551 | 92.92% | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,046 | 104 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | New | 1,000 | 102 | 0.01% | — | 290 | +1,000 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,025 | 102 | 0.0% | 0.0% | 289 | +62 | 6.44% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 912 | 91 | 0.0% | — | 291 | +912 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 861 | 86 | 0.0% | 0.0% | 292 | +114 | 15.26% | Q4 2025 | Mar 16, 2026 |
| Allworth Financial LP | History | New | 823 | 82 | 0.0% | — | 293 | +823 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 782 | 78 | 0.0% | 0.0% | 294 | +206 | 35.76% | Q4 2025 | Feb 10, 2026 |
| Cromwell Holdings LLC | History | No change | 771 | 77 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 758 | 75 | 0.0% | 0.0% | 296 | +7 | 0.93% | Q4 2025 | Feb 02, 2026 |
| First Pacific Financial | History | No change | 744 | 74 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 663 | 66 | 0.02% | 0.02% | 298 | +334 | 101.52% | Q4 2025 | Jan 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 647 | 64 | 0.0% | 0.0% | 299 | -14,830 | -95.82% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 485 | 48 | 0.0% | 0.0% | 300 | +9 | 1.89% | Q4 2025 | Jan 07, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 455 | 45 | 0.0% | 0.0% | 301 | +173 | 61.35% | Q4 2025 | Feb 12, 2026 |
| Raiffeisen Bank International AG | History | No change | 450 | 39 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 366 | 36 | 0.0% | 0.0% | 303 | -1 | -0.27% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 350 | 36 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 344 | 35 | 0.0% | 0.0% | 305 | +103 | 42.74% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 358 | 35 | 0.0% | 0.0% | 306 | -13 | -3.5% | Q4 2025 | Jan 26, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 350 | 35 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 326 | 32 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 320 | 32 | 0.09% | 0.1% | 309 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 314 | 31 | 0.0% | 0.0% | 310 | +82 | 35.34% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | No change | 281 | 28 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Added to | 254 | 25 | 0.0% | 0.0% | 312 | +57 | 28.93% | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 189 | 18 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | Added to | 157 | 15 | 0.01% | 0.0% | 315 | +77 | 96.25% | Q4 2025 | Jan 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 154 | 15 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 134 | 13 | 0.0% | — | 316 | +134 | New | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 132 | 13 | 0.0% | 0.0% | 318 | +86 | 186.96% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | No change | 138 | 13 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 127 | 12 | 0.01% | — | 322 | +127 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 122 | 12 | 0.0% | — | 319 | +122 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 125 | 12 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 120 | 12 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Manchester Capital Management LLC | History | Added to | 111 | 11 | 0.0% | — | 323 | +105 | 1750.0% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 115 | 11 | 0.0% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | No change | 100 | 10 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 10 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 103 | 10 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Park Square Financial Group, LLC | History | Added to | 111 | 9 | 0.05% | 0.04% | 328 | +17 | 18.09% | Q4 2025 | Feb 05, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | New | 77 | 8 | 0.02% | — | 329 | +77 | New | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 80 | 8 | 0.0% | 0.0% | 331 | -27 | -25.23% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 84 | 8 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | No change | 87 | 8 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 65 | 7 | 0.01% | — | 333 | +65 | New | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 64 | 6 | 0.0% | — | 334 | +64 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 66 | 6 | 0.0% | 0.0% | 335 | +1 | 1.54% | Q4 2025 | Feb 03, 2026 |
| Global Wealth Strategies & Associates | History | No change | 67 | 6 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 59 | 5 | 0.0% | 0.0% | 341 | +29 | 96.67% | Q4 2025 | Feb 24, 2026 |
| GW&K Investment Management, LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 55 | 5 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Holos Integrated Wealth LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SageView Advisory Group, LLC | History | New | 49 | 4 | 0.0% | — | 344 | +49 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 44 | 4 | 0.0% | — | 345 | +44 | New | Q4 2025 | Feb 17, 2026 |
| Investors Portfolio Services LLC | History | New | 42 | 4 | 0.0% | — | 348 | +42 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Added to | 45 | 4 | 0.0% | 0.0% | 347 | +23 | 104.55% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fortitude Family Office, LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Quarry LP | History | Reduced | 35 | 3 | 0.0% | 0.01% | 351 | -238 | -87.18% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 42 | 3 | 0.0% | — | 350 | +42 | New | Q4 2025 | Jan 21, 2026 |
| Bayforest Capital Ltd | History | New | 35 | 3 | 0.0% | — | 353 | +35 | New | Q4 2025 | Jan 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 31 | 3 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 26 | 2 | 0.0% | — | 360 | +26 | New | Q4 2025 | Jan 28, 2026 |
| IMA Advisory Services, Inc. | History | New | 25 | 2 | 0.0% | — | 356 | +25 | New | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 26 | 2 | 0.0% | — | 357 | +19 | 271.43% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25 | 2 | 0.0% | — | 359 | +17 | 212.5% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 20 | 2 | 0.0% | 0.0% | 361 | +4 | 25.0% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 23 | 2 | 0.0% | 0.0% | 358 | +3 | 15.0% | Q4 2025 | Jan 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 29 | 2 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 29 | 2 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 14 | 1 | 0.0% | — | 365 | +14 | New | Q4 2025 | Mar 04, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 15 | 1 | 0.0% | — | 366 | +14 | 1400.0% | Q4 2025 | Jan 07, 2026 |
| Ares Financial Consulting, LLC | History | New | 11 | 1 | 0.0% | — | 367 | +11 | New | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 364 | -10 | -40.0% | Q4 2025 | Jan 12, 2026 |
| Crewe Advisors LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -191,178 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.1% | — | -30,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -16,551 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -15,300 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,785 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,925 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,723 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,562 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Alpha Omega Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,299 | -100.0% | Q3 2025 | Oct 22, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,081 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -1,962 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blume Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FORSTA AP-FONDEN | History | Added to | 43,472 | 0 | — | — | — | +57 | 0.13% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Elevated Capital Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD Capital Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 26, 2026 |
| Abound Wealth Management | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Jan 12, 2026 |
| Kilter Group LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Keystone Financial Group, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |