LEGALZOOM.COM, INC. - LZ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Francisco Partners Management, LP | History | No change | 28,625,744 | 284,253 | 61.66% | 51.81% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 18,345,662 | 182,172 | 0.0% | 0.0% | 2 | -1,726,342 | -8.6% | Q4 2025 | Jan 29, 2026 |
| Technology Crossover Management IX, Ltd. | History | No change | 16,396,313 | 162,815 | 14.44% | 13.42% | 3 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 11,427,276 | 113,472 | 0.0% | 0.0% | 4 | +186,295 | 1.66% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,051,623 | 50,162 | 0.08% | 0.07% | 5 | -258,332 | -4.87% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 4,384,748 | 43,540 | 0.03% | 0.03% | 6 | -23,422 | -0.53% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,730,487 | 37,043 | 0.0% | 0.0% | 7 | +2,324,481 | 165.33% | Q4 2025 | Mar 25, 2026 |
| Boston Partners | History | Added to | 3,623,111 | 36,053 | 0.04% | 0.02% | 8 | +1,621,125 | 80.98% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,021,764 | 30,007 | 0.01% | 0.01% | 9 | +340,780 | 12.71% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,001,804 | 29,813 | 0.0% | 0.0% | 10 | +110,008 | 3.8% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,752,363 | 27,330 | 0.01% | 0.01% | 11 | -574,933 | -17.28% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,715,356 | 26,963 | 0.0% | 0.0% | 12 | +520,777 | 23.73% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 2,659,057 | 26,404 | 0.0% | 0.0% | 13 | +43,839 | 1.68% | Q4 2025 | Feb 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 2,627,047 | 26,086 | 1.52% | 1.28% | 14 | +500,787 | 23.55% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,582,472 | 25,643 | 0.01% | 0.01% | 15 | +491,111 | 23.48% | Q4 2025 | Feb 17, 2026 |
| Ararat Capital Management LP | History | Added to | 1,875,255 | 18,621 | 9.17% | 9.55% | 16 | +159,899 | 9.32% | Q4 2025 | Feb 17, 2026 |
| Tabor Asset Management, LP | History | Added to | 1,763,701 | 17,513 | 7.07% | 10.31% | 17 | +116,988 | 7.1% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,745,359 | 17,332 | 0.0% | 0.0% | 18 | -704,898 | -28.77% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,704,617 | 16,926 | 0.0% | 0.0% | 19 | +242,846 | 16.61% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,599,806 | 15,886 | 0.02% | 0.02% | 20 | -479,033 | -23.04% | Q4 2025 | Feb 17, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 1,597,435 | 15,862 | 1.31% | 1.48% | 21 | -146,920 | -8.42% | Q4 2025 | Feb 11, 2026 |
| Invenomic Capital Management LP | History | Added to | 1,587,044 | 15,759 | 0.73% | 0.64% | 22 | +305,279 | 23.82% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,568,445 | 15,555 | 0.03% | 0.04% | 23 | -405,013 | -20.52% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,295,536 | 12,864 | 0.0% | 0.0% | 24 | -874,791 | -40.31% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,182,174 | 11,738 | 0.01% | 0.01% | 25 | -546,964 | -31.63% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 1,157,043 | 11,489 | 0.02% | 0.02% | 26 | +152,985 | 15.24% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,085,388 | 10,777 | 0.0% | 0.0% | 27 | +9,304 | 0.86% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,065,438 | 10,579 | 0.0% | 0.0% | 28 | -51,114 | -4.58% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 1,060,000 | 10,525 | 0.0% | — | 29 | +1,060,000 | New | Q4 2025 | Feb 10, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 1,055,260 | 10,478 | 0.78% | 0.88% | 30 | -60,000 | -5.38% | Q4 2025 | Feb 18, 2026 |
| HILLMAN CO | History | Reduced | 917,319 | 9,108 | 3.16% | 3.87% | 31 | -289,875 | -24.01% | Q4 2025 | Jan 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 873,404 | 8,672 | 0.0% | 0.0% | 32 | +111,707 | 14.67% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 854,288 | 8,483 | 0.0% | 0.0% | 33 | +71,891 | 9.19% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 783,732 | 7,782 | 0.01% | 0.0% | 34 | +718,225 | 1096.41% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 742,106 | 7,369 | 0.01% | 0.0% | 35 | +394,923 | 113.75% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 718,330 | 7,133 | 0.2% | 0.21% | 36 | +51,300 | 7.69% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 686,822 | 6,820 | 0.11% | 0.2% | 37 | -438,737 | -38.98% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 613,537 | 6,092 | 0.0% | 0.0% | 38 | +287,063 | 87.93% | Q4 2025 | Jan 29, 2026 |
| Pacer Advisors, Inc. | History | Added to | 603,224 | 5,990 | 0.02% | 0.01% | 39 | +48,894 | 8.82% | Q4 2025 | Feb 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 586,756 | 5,826 | 0.0% | 0.0% | 40 | -384,633 | -39.6% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | Reduced | 553,432 | 5,495 | 0.05% | 0.08% | 41 | -240,823 | -30.32% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 552,529 | 5,486 | 0.0% | 0.0% | 42 | +85,358 | 18.27% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 547,241 | 5,434 | 0.07% | 0.08% | 43 | +642 | 0.12% | Q4 2025 | Jan 30, 2026 |
| SG Americas Securities, LLC | History | New | 534,111 | 5,304 | 0.01% | — | 44 | +534,111 | New | Q4 2025 | Jan 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 525,343 | 5,216 | 0.02% | 0.01% | 45 | +53,070 | 11.24% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 513,176 | 5,095 | 0.01% | 0.02% | 46 | -610,093 | -54.31% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 503,442 | 4,999 | 0.0% | 0.0% | 47 | +96,595 | 23.74% | Q4 2025 | Feb 12, 2026 |
| MAVERICK CAPITAL LTD | History | New | 496,034 | 4,925 | 0.05% | — | 48 | +496,034 | New | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 495,570 | 4,921 | 0.02% | — | 49 | +495,570 | New | Q4 2025 | Feb 13, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | No change | 494,829 | 4,913 | 0.23% | 0.24% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 462,057 | 4,588 | 0.01% | — | 51 | +462,057 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 452,983 | 4,498 | 0.0% | 0.0% | 52 | -2,399 | -0.53% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 432,537 | 4,295 | 0.0% | 0.0% | 53 | -85,079 | -16.44% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 403,858 | 4,010 | 0.01% | — | 54 | +403,858 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 402,475 | 3,996 | 0.0% | 0.01% | 55 | -793,393 | -66.34% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 389,741 | 3,870 | 0.3% | 0.27% | 56 | +49,977 | 14.71% | Q4 2025 | Jan 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 386,149 | 3,834 | 0.0% | 0.0% | 57 | -503,302 | -56.59% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 369,578 | 3,669 | 0.0% | 0.0% | 58 | +45,421 | 14.01% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 363,120 | 3,605 | 0.0% | 0.0% | 59 | -2,476,344 | -87.21% | Q4 2025 | Feb 12, 2026 |
| Avory & Company, LLC | History | Reduced | 358,309 | 3,558 | 2.28% | 2.35% | 60 | -18,110 | -4.81% | Q4 2025 | Feb 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 348,275 | 3,458 | 0.0% | 0.0% | 61 | +334,861 | 2496.35% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 331,352 | 3,290 | 0.07% | 0.07% | 62 | +44,918 | 15.68% | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 325,229 | 3,229 | 0.18% | 0.19% | 63 | -1,988 | -0.61% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 286,650 | 2,846 | 0.0% | 0.0% | 64 | -151,867 | -34.63% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 284,426 | 2,824 | 0.01% | 0.01% | 65 | +123,706 | 76.97% | Q4 2025 | Feb 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 267,857 | 2,659 | 0.41% | 0.44% | 66 | -6,510 | -2.37% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 260,977 | 2,591 | 0.0% | 0.0% | 67 | +83,635 | 47.16% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 258,900 | 2,570 | 0.0% | 0.01% | 68 | -211,800 | -45.0% | Q4 2025 | Feb 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 231,773 | 2,301 | 0.02% | 0.01% | 69 | +166,574 | 255.49% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 231,000 | 2,293 | 0.0% | 0.0% | 70 | +2,700 | 1.18% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | New | 230,855 | 2,292 | 0.0% | — | 71 | +230,855 | New | Q4 2025 | Feb 13, 2026 |
| Mainstream Capital Management LLC | History | No change | 225,000 | 2,234 | 1.46% | 1.55% | 72 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Invesco Ltd. | History | Added to | 224,563 | 2,229 | 0.0% | 0.0% | 73 | +33,543 | 17.56% | Q4 2025 | Feb 19, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 222,700 | 2,211 | 0.0% | 0.0% | 74 | -38,700 | -14.8% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 213,217 | 2,134 | 0.0% | 0.0% | 75 | -78,294 | -26.86% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 206,541 | 2,081 | 0.0% | 0.0% | 76 | +33,718 | 19.51% | Q4 2025 | Feb 18, 2026 |
| Edgestream Partners, L.P. | History | Added to | 207,192 | 2,057 | 0.06% | 0.01% | 77 | +175,715 | 558.23% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 206,542 | 2,050 | 0.01% | — | 78 | +206,542 | New | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 201,995 | 2,005 | 0.0% | 0.0% | 79 | -8,646 | -4.1% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 196,271 | 1,948 | 0.0% | 23.87% | 80 | -299,009 | -60.37% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 180,868 | 1,796 | 0.0% | 0.0% | 81 | -20,590 | -10.22% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 174,400 | 1,731 | 0.0% | 0.0% | 82 | +73,700 | 73.19% | Q4 2025 | Jan 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 166,156 | 1,649 | 0.0% | 0.0% | 83 | +90,762 | 120.38% | Q4 2025 | Jan 28, 2026 |
| Round Rock Advisors LLC | History | Added to | 159,579 | 1,584 | 0.24% | 0.16% | 84 | +61,447 | 62.62% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 154,878 | 1,538 | 0.0% | 0.0% | 85 | +34,851 | 29.04% | Q4 2025 | Jan 26, 2026 |
| Walleye Capital LLC | History | Reduced | 149,931 | 1,488 | 0.0% | 0.04% | 86 | -930,537 | -86.12% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 148,869 | 1,478 | 0.0% | 0.0% | 87 | +46,149 | 44.93% | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 148,458 | 1,474 | 0.0% | 0.0% | 88 | -275,102 | -64.95% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 148,042 | 1,470 | 0.01% | 0.01% | 89 | -70,038 | -32.12% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 141,443 | 1,404 | 0.0% | 0.0% | 90 | +88,555 | 167.44% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 140,464 | 1,394 | 0.0% | 0.0% | 91 | -2,665 | -1.86% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 139,457 | 1,384 | 0.0% | 0.0% | 92 | +45,835 | 48.96% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 133,932 | 1,332 | 0.0% | 0.0% | 93 | +44,837 | 50.32% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 122,900 | 1,220 | 0.0% | 0.0% | 94 | +117,700 | 2263.46% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 120,100 | 1,192 | 0.0% | 0.0% | 95 | +800 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 118,587 | 1,177 | 0.0% | 0.0% | 96 | +29,671 | 33.37% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 110,882 | 1,101 | 0.0% | 0.0% | 97 | +929 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 108,643 | 1,078 | 0.0% | 0.0% | 98 | +18,060 | 19.94% | Q4 2025 | Feb 11, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 105,000 | 1,042 | 0.25% | — | 99 | +105,000 | New | Q4 2025 | Feb 02, 2026 |
| RBF Capital, LLC | History | No change | 100,000 | 993 | 0.04% | 0.05% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oak Harvest Investment Services | History | No change | 100,000 | 993 | 0.11% | 0.12% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 99,558 | 988 | 0.0% | 0.0% | 102 | -176,014 | -63.87% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 92,453 | 918 | 0.0% | 0.01% | 103 | -99,989 | -51.96% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 90,284 | 896 | 0.0% | 0.0% | 104 | +54,632 | 153.24% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 87,095 | 864 | 0.07% | 0.09% | 105 | +8,023 | 10.15% | Q4 2025 | Feb 06, 2026 |
| Voleon Capital Management LP | History | Added to | 86,649 | 860 | 0.02% | 0.0% | 106 | +73,535 | 560.74% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 86,480 | 858 | 0.0% | 0.0% | 107 | +468 | 0.54% | Q4 2025 | Jan 23, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 85,711 | 851 | 0.0% | 0.0% | 108 | -9,756 | -10.22% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 85,300 | 847 | 0.0% | 0.0% | 109 | +65,796 | 337.35% | Q4 2025 | Feb 13, 2026 |
| CDC Financial, Inc. | History | New | 84,000 | 834 | 0.39% | — | 110 | +84,000 | New | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 79,262 | 787 | 0.01% | 0.02% | 111 | -52,355 | -39.78% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 76,961 | 764 | 0.01% | 0.01% | 112 | +3,227 | 4.38% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 71,230 | 744 | 0.0% | 0.0% | 113 | +11,274 | 18.8% | Q4 2025 | Jan 08, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 73,926 | 734 | 0.0% | — | 114 | +73,926 | New | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 73,600 | 730 | 0.0% | 0.0% | 115 | +4,800 | 6.98% | Q4 2025 | Feb 02, 2026 |
| Quantbot Technologies LP | History | Added to | 71,297 | 707 | 0.02% | 0.01% | 116 | +42,301 | 145.89% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Added to | 71,296 | 707 | 0.0% | 0.0% | 117 | +492 | 0.69% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 70,866 | 703 | 0.01% | 0.02% | 118 | -5,479 | -7.18% | Q4 2025 | Feb 13, 2026 |
| Kazazian Asset Management, LLC | History | Reduced | 70,000 | 695 | 0.73% | 1.49% | 119 | -49,331 | -41.34% | Q4 2025 | Feb 09, 2026 |
| Brevan Howard Capital Management LP | History | New | 69,226 | 687 | 0.01% | — | 120 | +69,226 | New | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 66,643 | 661 | 0.1% | — | 121 | +66,643 | New | Q4 2025 | Feb 11, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 61,376 | 637 | 0.08% | 0.09% | 122 | -7,850 | -11.34% | Q4 2025 | Jan 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 63,007 | 633 | 0.0% | 0.0% | 123 | +18,814 | 42.57% | Q4 2025 | Mar 20, 2026 |
| Versor Investments LP | History | Reduced | 62,417 | 619 | 0.1% | 0.14% | 124 | -13,227 | -17.49% | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 59,862 | 594 | 0.0% | — | 125 | +59,862 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 59,238 | 588 | 0.0% | 0.0% | 126 | +4,110 | 7.46% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 58,833 | 584 | 0.0% | 0.0% | 127 | -182,317 | -75.6% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 58,190 | 577 | 0.0% | 0.0% | 128 | +17,088 | 41.57% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 57,039 | 566 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 56,500 | 561 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | New | 55,640 | 552 | 0.0% | — | 131 | +55,640 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 54,120 | 537 | 0.05% | — | 132 | +54,120 | New | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 50,413 | 500 | 0.01% | 0.0% | 133 | +40,282 | 397.61% | Q4 2025 | Jan 23, 2026 |
| AdvisorShares Investments LLC | History | New | 48,200 | 478 | 0.08% | — | 134 | +48,200 | New | Q4 2025 | Feb 10, 2026 |
| Magnetar Financial LLC | History | New | 47,838 | 475 | 0.0% | — | 135 | +47,838 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 47,409 | 470 | 0.0% | 0.0% | 136 | +7,937 | 20.11% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 45,600 | 453 | 0.0% | 0.0% | 137 | +20,200 | 79.53% | Q4 2025 | Feb 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 45,463 | 451 | 0.0% | 0.0% | 138 | -11,529 | -20.23% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 43,183 | 428 | 0.0% | — | 139 | +43,183 | New | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 42,864 | 425 | 0.0% | 0.0% | 140 | +6,586 | 18.15% | Q4 2025 | Feb 18, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 41,115 | 408 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| State of Wyoming | History | Added to | 39,310 | 390 | 0.04% | 0.05% | 142 | +33 | 0.08% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 38,212 | 379 | 0.0% | — | 143 | +38,212 | New | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 38,165 | 378 | 0.04% | — | 144 | +38,165 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 37,728 | 374 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 37,331 | 371 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | New | 37,133 | 368 | 0.04% | — | 147 | +37,133 | New | Q4 2025 | Jan 22, 2026 |
| Graham Capital Management, L.P. | History | Added to | 35,817 | 355 | 0.01% | 0.0% | 148 | +13,320 | 59.21% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 35,517 | 352 | 0.0% | 0.0% | 149 | -354,673 | -90.9% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 35,000 | 347 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Reduced | 34,810 | 345 | 0.01% | 0.05% | 151 | -56,964 | -62.07% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,610 | 343 | 0.0% | 0.0% | 152 | +9,171 | 36.05% | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | Reduced | 32,706 | 324 | 0.0% | 0.0% | 153 | -2,143 | -6.15% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 32,408 | 321 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 30,790 | 305 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 29,602 | 294 | 0.07% | 0.05% | 156 | +2,441 | 8.99% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 29,380 | 291 | 0.02% | — | 157 | +29,380 | New | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Reduced | 26,830 | 266 | 0.02% | 0.03% | 158 | -24,148 | -47.37% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 26,700 | 265 | 0.0% | 0.0% | 159 | -42,000 | -61.14% | Q4 2025 | Jan 28, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 26,162 | 259 | 0.01% | 0.01% | 160 | +2,092 | 8.69% | Q4 2025 | Jan 14, 2026 |
| Jain Global LLC | History | New | 23,469 | 233 | 0.0% | — | 161 | +23,469 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 24,296 | 232 | 0.0% | 0.0% | 162 | -19,576 | -44.62% | Q4 2025 | Jan 15, 2026 |
| PharVision Advisers, LLC | History | Added to | 23,397 | 232 | 0.12% | 0.07% | 163 | +11,457 | 95.95% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 23,300 | 231 | 0.0% | 0.0% | 164 | +3,011 | 14.84% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 20,984 | 208 | 0.0% | 0.0% | 165 | +4,538 | 27.59% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 20,687 | 205 | 0.0% | 0.0% | 166 | -976 | -4.51% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,320 | 201 | 0.0% | 0.0% | 168 | +2,573 | 14.5% | Q4 2025 | Jan 26, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 20,261 | 201 | 0.0% | 0.0% | 167 | -2,446 | -10.77% | Q4 2025 | Jan 27, 2026 |
| Bridgefront Capital, LLC | History | New | 20,092 | 199 | 0.05% | — | 169 | +20,092 | New | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 14,443 | 189 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 18,770 | 186 | 0.0% | 0.0% | 171 | +2,255 | 13.65% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | New | 18,441 | 183 | 0.0% | — | 172 | +18,441 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 17,730 | 176 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 16,636 | 165 | 0.0% | — | 174 | +16,636 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,998 | 158 | 0.0% | 0.0% | 175 | +65 | 0.41% | Q4 2025 | Jan 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 15,904 | 157 | 0.01% | — | 176 | +15,904 | New | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 15,106 | 153 | 0.0% | 0.0% | 177 | +4,035 | 36.45% | Q4 2025 | Jan 08, 2026 |
| Jefferies Financial Group Inc. | History | New | 15,316 | 152 | 0.0% | — | 178 | +15,316 | New | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 13,774 | 137 | 0.0% | 0.0% | 179 | -31,436 | -69.53% | Q4 2025 | Feb 13, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Added to | 13,601 | 135 | 0.04% | 0.04% | 180 | +1,489 | 12.29% | Q4 2025 | Feb 05, 2026 |
| Polymer Capital Management (US) LLC | History | New | 13,455 | 133 | 0.01% | — | 181 | +13,455 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,185 | 120 | 0.0% | 0.0% | 182 | -1,401 | -10.31% | Q4 2025 | Feb 17, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 11,614 | 115 | 0.3% | — | 183 | +11,614 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 10,799 | 107 | 0.0% | 0.0% | 184 | +783 | 7.82% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,732 | 106 | 0.0% | — | 185 | +10,732 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,540 | 104 | 0.0% | 0.0% | 186 | -18,830 | -64.11% | Q4 2025 | Jan 26, 2026 |
| XPONANCE LLC | History | New | 10,077 | 100 | 0.0% | — | 187 | +10,077 | New | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,913 | 98 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,213 | 81 | 0.0% | 0.0% | 189 | +4,307 | 110.27% | Q4 2025 | Feb 09, 2026 |
| AlphaQuest LLC | History | Reduced | 7,937 | 78 | 0.0% | 0.01% | 190 | -1,652 | -17.23% | Q4 2025 | Feb 09, 2026 |
| Kemnay Advisory Services Inc. | History | New | 7,415 | 73 | 0.01% | — | 192 | +7,415 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7,433 | 73 | 0.01% | 0.0% | 191 | +3,550 | 91.42% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,347 | 53 | 0.0% | 0.0% | 193 | -749 | -12.29% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,179 | 51 | 0.0% | 0.0% | 194 | +1,403 | 37.16% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,794 | 47 | 0.0% | 0.0% | 195 | -2,100 | -30.46% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,506 | 44 | 0.0% | 0.0% | 196 | +238 | 5.58% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 4,005 | 40 | 0.0% | 0.0% | 197 | +161 | 4.19% | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 3,419 | 33 | 0.0% | 0.0% | 198 | +123 | 3.73% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 3,165 | 31 | 0.0% | — | 199 | +3,165 | New | Q4 2025 | Feb 05, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,836 | 28 | 0.0% | 0.04% | 200 | -194,925 | -98.57% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 2,632 | 26 | 0.01% | 0.03% | 201 | -1,981 | -42.94% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,886 | 19 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,825 | 18 | 0.0% | 0.0% | 203 | +1,364 | 295.88% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 1,665 | 16 | 0.0% | 0.0% | 204 | +537 | 47.61% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 1,579 | 15 | 0.0% | 0.0% | 206 | -409 | -20.57% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,585 | 15 | 0.0% | 0.0% | 205 | +95 | 6.38% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,500 | 14 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,256 | 12 | 0.0% | 0.0% | 208 | +339 | 36.97% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,185 | 11 | 0.0% | — | 210 | +1,185 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,167 | 11 | 0.0% | 0.0% | 209 | +639 | 121.02% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 1,068 | 10 | 0.0% | 0.0% | 211 | +185 | 20.95% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 826 | 8 | 0.0% | 0.0% | 212 | +539 | 187.8% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 880 | 8 | 0.0% | 0.0% | 213 | -202 | -18.67% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | New | 704 | 7 | 0.0% | — | 214 | +704 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 609 | 6 | 0.0% | 0.0% | 216 | -4,518 | -88.12% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 608 | 6 | 0.0% | — | 217 | +578 | 1926.67% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 682 | 6 | 0.0% | 0.0% | 215 | -96 | -12.34% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | New | 418 | 4 | 0.0% | — | 218 | +418 | New | Q4 2025 | Mar 16, 2026 |
| True Wealth Design, LLC | History | Added to | 480 | 4 | 0.0% | 0.0% | 219 | +108 | 29.03% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Added to | 383 | 3 | 0.0% | 0.0% | 221 | +58 | 17.85% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 342 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 239 | 2 | 0.0% | 0.0% | 223 | -71 | -22.9% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | No change | 204 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Optiver Holding B.V. | History | Reduced | 181 | 1 | 0.0% | 0.0% | 225 | -489 | -72.99% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | New | 111 | 1 | 0.0% | — | 226 | +111 | New | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 189 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -345,510 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -86,028 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.09% | — | -68,903 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -66,831 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -65,986 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -46,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -42,611 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,080 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -33,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,357 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Horizon Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -21,170 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -20,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,140 | -100.0% | Q3 2025 | Oct 14, 2025 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -18,750 | -100.0% | Q3 2025 | Oct 21, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -16,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,005 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,901 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,531 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,185 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,953 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,940 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,348 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,047 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -821 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -545 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 27 | 0 | — | 0.0% | — | -250 | -90.25% | Q4 2025 | Feb 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -68 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Bruce G. Allen Investments, LLC | History | Added to | 78 | 0 | — | — | — | +38 | 95.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 66 | 0 | — | — | — | +18 | 37.5% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |