LA-Z-BOY INC - LZB
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 | Added to | 6,382,601 | 237,879 | 0.0% | 0.0% | 1 | +48,424 | 0.76% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,814,114 | 179,422 | 0.0% | 0.0% | 2 | +38,513 | 0.81% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,655,385 | 98,967 | 0.02% | 0.02% | 3 | +6,901 | 0.26% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,851,873 | 69,019 | 0.02% | 0.01% | 4 | +358,945 | 24.04% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 1,630,500 | 60,768 | 0.0% | 0.0% | 5 | +3,957 | 0.24% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,486,973 | 55,419 | 0.03% | 0.03% | 6 | +52,331 | 3.65% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,476,882 | 55,043 | 0.12% | 0.11% | 7 | +11,983 | 0.82% | Q4 2025 | Feb 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,316,910 | 49,081 | 0.34% | 0.34% | 8 | -159,675 | -10.81% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,030,782 | 38,423 | 0.0% | 0.0% | 9 | +1,233 | 0.12% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,022,861 | 38,122 | 0.06% | — | 10 | +1,022,861 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 981,106 | 36,565 | 0.03% | 0.03% | 11 | -349,050 | -26.24% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 895,003 | 33,356 | 0.11% | 0.07% | 12 | +283,364 | 46.33% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 764,768 | 28,502 | 0.0% | 0.0% | 13 | +41,543 | 5.74% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 736,270 | 27,462 | 0.04% | 0.04% | 14 | +15,241 | 2.11% | Q4 2025 | Jan 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 719,246 | 26,806 | 0.07% | 0.06% | 15 | +83,149 | 13.07% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 627,638 | 23,392 | 0.0% | 0.0% | 16 | +313,932 | 100.07% | Q4 2025 | Mar 25, 2026 |
| BROWN ADVISORY INC | History | Reduced | 578,526 | 21,561 | 0.03% | 0.03% | 17 | -45,434 | -7.28% | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 565,831 | 21,088 | 0.5% | 0.48% | 18 | -9,508 | -1.65% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 517,903 | 19,302 | 0.01% | 0.0% | 19 | +387,286 | 296.51% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 509,001 | 18,970 | 0.01% | 0.0% | 20 | +439,596 | 633.38% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 501,516 | 18,691 | 0.0% | 0.0% | 21 | +41,241 | 8.96% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 433,778 | 16,166 | 0.0% | 0.0% | 22 | +7,664 | 1.8% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 423,336 | 15,777 | 0.0% | 0.0% | 23 | -20,923 | -4.71% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 418,707 | 15,605 | 0.0% | 0.0% | 24 | -10,568 | -2.46% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 412,298 | 15,366 | 0.0% | 0.0% | 25 | +363,133 | 738.6% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 374,583 | 13,961 | 0.12% | 0.11% | 26 | +3,571 | 0.96% | Q4 2025 | Feb 11, 2026 |
| ArchPoint Investors | History | Reduced | 352,996 | 13,156 | 3.12% | 3.82% | 27 | -53,200 | -13.1% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 310,173 | 11,560 | 0.01% | 0.01% | 28 | -2,378 | -0.76% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 272,257 | 10,147 | 0.0% | 0.0% | 29 | -1,877 | -0.68% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 270,610 | 10,085 | 0.05% | — | 30 | +270,610 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 249,437 | 9,296 | 0.0% | 0.0% | 31 | -20,200 | -7.49% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 248,446 | 9,259 | 0.0% | 0.0% | 32 | +17,607 | 7.63% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 215,425 | 8,028 | 0.0% | 0.0% | 33 | -76,727 | -26.26% | Q4 2025 | Feb 19, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 199,599 | 7,439 | 0.13% | 0.12% | 34 | +215 | 0.11% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 183,848 | 6,852 | 0.0% | 0.0% | 35 | -63,037 | -25.53% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 170,424 | 6,351 | 0.0% | 0.0% | 36 | +11,172 | 7.02% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 162,829 | 6,068 | 0.0% | 0.0% | 37 | +6,056 | 3.86% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 161,898 | 6,056 | 0.01% | 0.01% | 38 | -23,881 | -12.85% | Q4 2025 | Jan 08, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 161,263 | 6,010 | 0.17% | 0.16% | 39 | -210 | -0.13% | Q4 2025 | Feb 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 156,198 | 5,821 | 0.02% | — | 40 | +156,198 | New | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 148,943 | 5,550 | 0.15% | 0.11% | 41 | +33,656 | 29.19% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 148,226 | 5,524 | 0.01% | 0.0% | 42 | +126,903 | 595.15% | Q4 2025 | Jan 09, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 142,709 | 5,318 | 0.02% | 0.02% | 43 | -17,863 | -11.12% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 139,184 | 5,187 | 0.01% | 0.0% | 44 | +80,766 | 138.26% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 138,119 | 5,147 | 0.0% | 0.0% | 45 | -7,874 | -5.39% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 133,000 | 4,956 | 0.05% | 0.04% | 46 | -1,000 | -0.75% | Q4 2025 | Feb 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 128,241 | 4,779 | 0.04% | 0.02% | 47 | +64,265 | 100.45% | Q4 2025 | Feb 10, 2026 |
| Pacer Advisors, Inc. | History | New | 122,180 | 4,553 | 0.01% | — | 48 | +122,180 | New | Q4 2025 | Feb 24, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 110,619 | 4,125 | 0.01% | 0.01% | 49 | +363 | 0.33% | Q4 2025 | Jan 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 109,856 | 4,094 | 0.24% | 0.25% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 107,885 | 4,020 | 0.52% | 0.48% | 51 | -246 | -0.23% | Q4 2025 | Jan 26, 2026 |
| Legal & General Group Plc | History | Reduced | 105,852 | 3,945 | 0.0% | 0.0% | 52 | -3,115 | -2.86% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 97,450 | 3,631 | 0.03% | — | 53 | +97,450 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 89,180 | 3,323 | 0.0% | 0.0% | 54 | +15,548 | 21.12% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,279 | 3,215 | 0.0% | 0.0% | 55 | +47,836 | 124.43% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 85,626 | 3,191 | 0.45% | 0.42% | 56 | -310 | -0.36% | Q4 2025 | Jan 14, 2026 |
| Access Investment Management LLC | History | No change | 90,745 | 3,114 | 0.84% | 0.84% | 57 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Swiss National Bank | History | Added to | 81,300 | 3,030 | 0.0% | 0.0% | 58 | +2,400 | 3.04% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 80,700 | 3,007 | 0.0% | 0.0% | 59 | +16,400 | 25.51% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,245 | 2,953 | 0.0% | 0.0% | 60 | +40,359 | 103.79% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 68,498 | 2,552 | 0.0% | 0.0% | 61 | +40,181 | 141.9% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 67,558 | 2,518 | 0.0% | 0.0% | 62 | -2,819 | -4.01% | Q4 2025 | Jan 30, 2026 |
| Bridge City Capital, LLC | History | Reduced | 65,172 | 2,428 | 0.71% | 0.86% | 63 | -28,560 | -30.47% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 64,941 | 2,420 | 0.0% | 0.0% | 64 | -12,719 | -16.38% | Q4 2025 | Feb 13, 2026 |
| Vest Financial, LLC | History | Reduced | 64,113 | 2,389 | 0.03% | 0.04% | 65 | -22,822 | -26.25% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 63,877 | 2,380 | 0.0% | 0.0% | 66 | +10,787 | 20.32% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 62,270 | 2,320 | 0.06% | — | 67 | +62,270 | New | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 61,010 | 2,273 | 0.06% | — | 68 | +61,010 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 58,447 | 2,178 | 0.0% | 0.0% | 69 | +38,476 | 192.66% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 52,961 | 1,973 | 0.01% | — | 70 | +52,961 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 51,087 | 1,905 | 0.0% | 0.0% | 71 | +2,315 | 4.75% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,093 | 1,904 | 0.0% | 0.0% | 72 | +7,105 | 16.15% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 48,945 | 1,824 | 0.0% | 0.0% | 73 | -96,257 | -66.29% | Q4 2025 | Jan 29, 2026 |
| GABELLI FUNDS LLC | History | New | 48,800 | 1,818 | 0.01% | — | 74 | +48,800 | New | Q4 2025 | Feb 05, 2026 |
| Cardinal Capital Management | History | Added to | 48,579 | 1,810 | 0.24% | 0.23% | 75 | +582 | 1.21% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 48,272 | 1,799 | 0.0% | 0.0% | 76 | -4,823 | -9.08% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 46,733 | 1,741 | 0.0% | 0.0% | 77 | +13,517 | 40.69% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 45,139 | 1,682 | 0.02% | 0.01% | 78 | +15,712 | 53.39% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 44,686 | 1,665 | 0.0% | 0.0% | 79 | -1,327 | -2.88% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 39,914 | 1,487 | 0.0% | 0.0% | 80 | -1,704 | -4.09% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 38,600 | 1,438 | 0.0% | 0.0% | 81 | -36 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 38,119 | 1,420 | 0.0% | 0.0% | 82 | +5,543 | 17.02% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 37,276 | 1,389 | 0.0% | 0.0% | 83 | +2,537 | 7.3% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 36,127 | 1,346 | 0.04% | 0.04% | 84 | +23 | 0.06% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 35,735 | 1,331 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | Added to | 35,442 | 1,320 | 0.21% | 0.17% | 86 | +8,000 | 29.15% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 34,660 | 1,291 | 0.44% | 0.41% | 87 | +170 | 0.49% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,607 | 1,215 | 0.0% | 0.0% | 88 | +1,355 | 4.34% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 31,800 | 1,185 | 0.0% | 0.0% | 89 | -1,400 | -4.22% | Q4 2025 | Feb 12, 2026 |
| Morningstar Investment Management LLC | History | No change | 31,792 | 1,185 | 0.07% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 31,470 | 1,172 | 0.0% | 0.0% | 91 | +7,483 | 31.2% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 28,396 | 1,058 | 0.0% | 0.09% | 92 | -1,362,840 | -97.96% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 28,012 | 1,044 | 0.0% | 0.0% | 93 | +5 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 27,395 | 1,021 | 0.05% | — | 94 | +27,395 | New | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 27,372 | 1,020 | 0.0% | 0.0% | 95 | +6,275 | 29.74% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 26,240 | 955 | 0.0% | 0.0% | 96 | +2,653 | 11.25% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 24,537 | 914 | 0.01% | 0.01% | 97 | -1,659 | -6.33% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 23,736 | 884 | 0.0% | 0.0% | 98 | +5,481 | 30.02% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,581 | 879 | 0.0% | — | 99 | +23,581 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 23,397 | 872 | 0.0% | 0.0% | 100 | -1,398 | -5.64% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 23,336 | 868 | 0.01% | 0.01% | 101 | +440 | 1.92% | Q4 2025 | Jan 23, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 22,568 | 841 | 0.01% | 0.01% | 102 | -600 | -2.59% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 22,137 | 825 | 0.01% | 0.01% | 103 | +5,481 | 32.91% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 21,381 | 796 | 0.01% | — | 104 | +21,381 | New | Q4 2025 | Feb 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 21,285 | 793 | 0.45% | 0.43% | 105 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Limestone Investment Advisors LP | History | New | 21,182 | 789 | 0.08% | — | 106 | +21,182 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,000 | 782 | 0.0% | 0.0% | 107 | -14,400 | -40.68% | Q4 2025 | Feb 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 20,666 | 770 | 0.08% | 0.07% | 108 | +374 | 1.84% | Q4 2025 | Jan 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20,570 | 766 | 0.0% | 0.0% | 109 | -11,078 | -35.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 19,305 | 720 | 0.0% | 0.0% | 110 | -1,020 | -5.02% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 19,267 | 718 | 0.0% | 0.0% | 111 | -20 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 18,900 | 704 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tidal Investments LLC | History | Added to | 18,472 | 688 | 0.0% | 0.0% | 113 | +4,628 | 33.43% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,227 | 679 | 0.0% | — | 114 | +18,227 | New | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 17,616 | 656 | 0.01% | — | 115 | +17,616 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 17,624 | 656 | 0.04% | 0.0% | 116 | +16,973 | 2607.22% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,811 | 626 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 16,662 | 620 | 0.04% | 0.03% | 118 | +2,611 | 18.58% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 15,863 | 591 | 0.01% | — | 119 | +15,863 | New | Q4 2025 | Feb 02, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 15,785 | 588 | 0.0% | 0.0% | 120 | -100,987 | -86.48% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 15,705 | 585 | 0.0% | 0.0% | 121 | -33 | -0.21% | Q4 2025 | Jan 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 15,479 | 576 | 0.02% | — | 122 | +15,479 | New | Q4 2025 | Feb 17, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 15,188 | 566 | 0.03% | 0.03% | 123 | +1,028 | 7.26% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | New | 15,157 | 564 | 0.01% | — | 124 | +15,157 | New | Q4 2025 | Feb 18, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 14,662 | 546 | 0.02% | 0.02% | 125 | -232 | -1.56% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,858 | 516 | 0.0% | 0.0% | 126 | +20 | 0.14% | Q4 2025 | Feb 10, 2026 |
| Verity Asset Management, Inc. | History | Added to | 13,723 | 511 | 0.22% | 0.12% | 127 | +3,371 | 32.56% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 13,579 | 506 | 0.0% | 0.0% | 128 | +44 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 13,508 | 503 | 0.0% | — | 129 | +13,508 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 13,323 | 496 | 0.0% | 0.0% | 130 | -1,380 | -9.39% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 13,089 | 488 | 0.0% | 0.0% | 131 | -5,516 | -29.65% | Q4 2025 | Feb 10, 2026 |
| VARCOV Co. | History | New | 12,723 | 474 | 0.19% | — | 133 | +12,723 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 12,726 | 474 | 0.0% | 0.0% | 132 | -1,973 | -13.42% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 12,600 | 469 | 0.04% | 0.04% | 134 | -660 | -4.98% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | New | 12,525 | 466 | 0.02% | — | 135 | +12,525 | New | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,972 | 446 | 0.0% | 0.0% | 136 | -297 | -2.42% | Q4 2025 | Feb 05, 2026 |
| DRW Securities, LLC | History | New | 11,596 | 432 | 0.01% | — | 137 | +11,596 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,539 | 430 | 0.0% | 0.0% | 138 | +2,280 | 24.62% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 11,375 | 429 | 0.01% | 0.01% | 139 | +88 | 0.78% | Q4 2025 | Jan 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 11,477 | 427 | 0.0% | 0.0% | 140 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,088 | 424 | 0.0% | 0.0% | 141 | -1,644 | -12.91% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 11,369 | 423 | 0.0% | 0.0% | 142 | -729 | -6.03% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Reduced | 11,139 | 415 | 0.01% | 0.01% | 143 | -10 | -0.09% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,602 | 395 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Freestone Grove Partners LP | History | Reduced | 10,475 | 390 | 0.0% | 0.01% | 146 | -36,665 | -77.78% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 10,460 | 390 | 0.0% | 0.0% | 145 | -1,348 | -11.42% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,332 | 385 | 0.03% | 0.09% | 147 | -14,386 | -58.2% | Q4 2025 | Feb 06, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 10,333 | 385 | 0.03% | 0.04% | 148 | -3,112 | -23.15% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 10,300 | 383 | 0.0% | 0.0% | 149 | -5,500 | -34.81% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,201 | 380 | 0.0% | 0.0% | 150 | -283 | -2.7% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | New | 9,606 | 358 | 0.01% | — | 152 | +9,606 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 9,629 | 358 | 0.0% | 0.0% | 151 | -2,253 | -18.96% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,430 | 351 | 0.0% | 0.0% | 153 | +200 | 2.17% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 9,234 | 344 | 0.01% | 0.01% | 154 | -2 | -0.02% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,800 | 327 | 0.0% | 0.0% | 155 | +800 | 10.0% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | Added to | 8,233 | 306 | 0.0% | 0.01% | 156 | +33 | 0.4% | Q4 2025 | Mar 12, 2026 |
| PharVision Advisers, LLC | History | New | 8,153 | 303 | 0.15% | — | 157 | +8,153 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 8,066 | 300 | 0.0% | 0.0% | 158 | +251 | 3.21% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,862 | 293 | 0.0% | 0.0% | 159 | -1,672 | -17.54% | Q4 2025 | Feb 02, 2026 |
| Squarepoint Ops LLC | History | Reduced | 7,759 | 289 | 0.0% | 0.0% | 161 | -69,231 | -89.92% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,779 | 289 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 7,674 | 286 | 0.01% | — | 162 | +7,674 | New | Q4 2025 | Jan 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,619 | 283 | 0.0% | 0.0% | 163 | -6,023 | -44.15% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,479 | 278 | 0.0% | 0.0% | 164 | -92 | -1.22% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,448 | 277 | 0.0% | 0.0% | 165 | -477 | -6.02% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | New | 7,383 | 275 | 0.0% | — | 166 | +7,383 | New | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 7,162 | 266 | 0.0% | 0.0% | 167 | +1,183 | 19.79% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 7,752 | 266 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARGA Investment Management, LP | History | No change | 6,851 | 255 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Directional Asset Management | History | New | 6,620 | 246 | 0.22% | — | 170 | +6,620 | New | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | New | 6,541 | 243 | 0.0% | — | 171 | +6,541 | New | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,459 | 240 | 0.01% | 0.01% | 172 | +25 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 5,920 | 223 | 0.01% | — | 174 | +5,920 | New | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 6,005 | 223 | 0.0% | 0.0% | 173 | +87 | 1.47% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,927 | 221 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 5,916 | 220 | 0.0% | 0.0% | 176 | -1,247 | -17.41% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | New | 5,799 | 216 | 0.0% | — | 177 | +5,799 | New | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,770 | 215 | 0.0% | 0.0% | 178 | -197 | -3.3% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | New | 5,679 | 211 | 0.0% | — | 179 | +5,679 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | New | 5,585 | 208 | 0.0% | — | 180 | +5,585 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,468 | 129 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,020 | 112 | 0.03% | 0.02% | 182 | +2,308 | 324.16% | Q4 2025 | Mar 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,771 | 103 | 0.0% | 0.0% | 183 | -4,947 | -64.1% | Q4 2025 | Jan 16, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,561 | 95 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,394 | 89 | 0.0% | 0.0% | 185 | -480 | -16.7% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,089 | 77 | 0.0% | 0.0% | 186 | +155 | 8.01% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 2,077 | 77 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,443 | 53 | 0.02% | — | 189 | +1,443 | New | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,431 | 53 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,383 | 51 | 0.01% | — | 190 | +1,383 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,308 | 48 | 0.0% | — | 191 | +1,308 | New | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1,220 | 45 | 0.0% | — | 192 | +1,220 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,174 | 43 | 0.0% | 0.0% | 194 | -3,026 | -72.05% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,160 | 43 | 0.0% | 0.0% | 195 | +713 | 159.51% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,155 | 43 | 0.0% | 0.0% | 193 | -23 | -1.95% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 755 | 28 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 725 | 27 | 0.0% | 0.0% | 197 | +4 | 0.55% | Q4 2025 | Jan 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 700 | 26 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Added to | 684 | 25 | 0.0% | — | 199 | +670 | 4785.71% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 663 | 24 | 0.0% | 0.0% | 200 | -1,722 | -72.2% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 648 | 24 | 0.0% | 0.0% | 201 | +209 | 47.61% | Q4 2025 | Feb 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 532 | 19 | 0.0% | — | 202 | +532 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 18 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 457 | 17 | 0.0% | 0.0% | 206 | +101 | 28.37% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 475 | 17 | 0.0% | 0.0% | 205 | +51 | 12.03% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 470 | 17 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | Added to | 350 | 13 | 0.0% | 0.0% | 207 | +22 | 6.71% | Q4 2025 | Jan 27, 2026 |
| SouthState Bank Corp | History | New | 300 | 11 | 0.0% | — | 208 | +300 | New | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Added to | 253 | 10 | 0.01% | 0.0% | 209 | +8 | 3.27% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 263 | 9 | 0.0% | 0.0% | 210 | -131 | -33.25% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 220 | 8 | 0.0% | 0.0% | 211 | +20 | 10.0% | Q4 2025 | Feb 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 227 | 8 | 0.0% | 0.0% | 212 | -4 | -1.73% | Q4 2025 | Jan 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 228 | 7 | 0.0% | — | 213 | +228 | New | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 162 | 6 | 0.0% | 0.0% | 215 | +127 | 362.86% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 163 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 133 | 4 | 0.0% | — | 216 | +133 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 112 | 4 | 0.0% | — | 218 | +112 | New | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 121 | 4 | 0.0% | 0.0% | 217 | +31 | 34.44% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 106 | 3 | 0.0% | 0.0% | 223 | -100 | -48.54% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 102 | 3 | 0.0% | 0.0% | 219 | +72 | 240.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 80 | 3 | 0.0% | 0.0% | 220 | -28 | -25.93% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 81 | 3 | 0.0% | 0.0% | 221 | -4 | -4.71% | Q4 2025 | Jan 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 106 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 79 | 2 | 0.0% | 0.0% | 226 | -92 | -53.8% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 59 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Truvestments Capital LLC | History | Reduced | 32 | 1 | 0.0% | 0.07% | 235 | -11,256 | -99.72% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 30 | 1 | 0.0% | — | 231 | +30 | New | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Added to | 34 | 1 | 0.0% | — | 233 | +27 | 385.71% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29 | 1 | 0.0% | — | 228 | +20 | 222.22% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 39 | 1 | 0.0% | 0.0% | 236 | +7 | 21.88% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 230 | -1 | -2.38% | Q4 2025 | Jan 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 28 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 27 | 1 | 0.0% | — | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 27 | 1 | 0.0% | — | 237 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -1,127,353 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.02% | — | -358,447 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -137,353 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MAVERICK CAPITAL LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -115,293 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -58,887 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -50,370 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 6.14% | — | -38,577 | -100.0% | Q3 2025 | Dec 09, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -11,800 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,192 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantedge Capital Pte Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -7,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.03% | — | -7,197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7,178 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -6,831 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -3,607 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,208 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bollard Group LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -2,000 | -99.4% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -1,251 | -99.29% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,140 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Root Financial Partners, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -122 | -89.71% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -24 | -52.17% | Q4 2025 | Jan 20, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 17, 2025 |
| USA FINANCIAL FORMULAS | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | Reduced | 14 | 0 | — | 0.0% | — | -19 | -57.58% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 17 | 0 | — | — | — | +11 | 183.33% | Q4 2025 | Jan 12, 2026 |
| Nemes Rush Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q4 2025 | Jan 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 09, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q4 2025 | Jan 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |