Matson, Inc. - MATX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 | 5,075,094 | 627,027 | 0.01% | 0.01% | 1 | +269,322 | 5.6% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,671,519 | 453,616 | 0.01% | 0.01% | 2 | +21,516 | 0.59% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,982,793 | 244,975 | 0.05% | 0.04% | 3 | +21,463 | 1.09% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,321,078 | 163,219 | 0.08% | 0.06% | 4 | +70,442 | 5.63% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 1,208,150 | 149,266 | 0.01% | 0.0% | 5 | -10,186 | -0.84% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 765,315 | 94,574 | 0.01% | 0.01% | 6 | -41,507 | -5.14% | Q4 2025 | Feb 09, 2026 |
| Capital Research Global Investors | History | Reduced | 661,572 | 81,737 | 0.02% | 0.01% | 7 | -2,253 | -0.34% | Q4 2025 | Feb 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 608,479 | 75,177 | 0.25% | 0.21% | 8 | -28,604 | -4.49% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 448,285 | 55,385 | 0.03% | 0.03% | 9 | -86,315 | -16.15% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 430,292 | 53,162 | 0.0% | 0.0% | 10 | +5,709 | 1.34% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 381,023 | 47,075 | 0.01% | 0.01% | 11 | -35,949 | -8.62% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 374,658 | 46,288 | 0.01% | 0.01% | 12 | +510 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 309,186 | 38,528 | 0.04% | 0.03% | 13 | -21,859 | -6.6% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 307,822 | 38,031 | 0.08% | 0.07% | 14 | -4,700 | -1.5% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 269,691 | 33,320 | 0.01% | 0.0% | 15 | +12,654 | 4.92% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 262,967 | 32,490 | 0.51% | 0.28% | 16 | +93,125 | 54.83% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 261,605 | 32,322 | 0.01% | 0.01% | 17 | -148,724 | -36.25% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 259,750 | 32,092 | 0.0% | 0.0% | 18 | -46,244 | -15.11% | Q4 2025 | Feb 17, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 252,114 | 31,149 | 0.18% | 0.14% | 19 | -10,087 | -3.85% | Q4 2025 | Feb 17, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 231,483 | 28,599 | 0.05% | 0.04% | 20 | -15,779 | -6.38% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 214,993 | 26,563 | 0.02% | 0.04% | 21 | -381,874 | -63.98% | Q4 2025 | Feb 19, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 212,060 | 26,200 | 0.18% | 0.15% | 22 | -11,538 | -5.16% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 211,489 | 26,129 | 0.0% | 0.0% | 23 | +195,276 | 1204.44% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 206,036 | 25,455 | 0.03% | 0.03% | 24 | -61,895 | -23.1% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 200,891 | 24,820 | 0.01% | 0.01% | 25 | +48,265 | 31.62% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 197,679 | 24,423 | 0.01% | 0.01% | 26 | +12,694 | 6.86% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 192,001 | 23,721 | 0.0% | 0.0% | 27 | -64,572 | -25.17% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 178,410 | 22,042 | 0.0% | 0.0% | 28 | -16,901 | -8.65% | Q4 2025 | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 161,560 | 19,960 | 0.06% | 0.05% | 29 | -16,595 | -9.31% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 153,566 | 18,973 | 0.19% | 0.09% | 30 | +57,175 | 59.32% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Reduced | 146,080 | 18,048 | 0.0% | 0.0% | 31 | -23,401 | -13.81% | Q4 2025 | Feb 19, 2026 |
| NORGES BANK | History | New | 139,829 | 17,275 | 0.0% | — | 32 | +139,829 | New | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 137,221 | 16,953 | 0.02% | 0.02% | 33 | -83,241 | -37.76% | Q4 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 118,636 | 14,657 | 0.26% | 0.21% | 34 | -8,572 | -6.74% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 116,531 | 14,397 | 0.0% | 0.0% | 35 | -42,930 | -26.92% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 107,871 | 13,327 | 0.04% | 0.04% | 36 | -16,132 | -13.01% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 104,037 | 12,853 | 0.0% | 0.0% | 37 | -4,615 | -4.25% | Q4 2025 | Feb 12, 2026 |
| Paradiem, LLC | History | Reduced | 99,714 | 12,319 | 2.95% | 2.36% | 38 | -3,007 | -2.93% | Q4 2025 | Jan 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 97,576 | 12,055 | 0.0% | 0.0% | 39 | -1,634 | -1.65% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 95,288 | 11,772 | 0.01% | 0.01% | 40 | -4,385 | -4.4% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 94,859 | 11,719 | 0.02% | 0.02% | 41 | -2,303 | -2.37% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 94,733 | 11,704 | 0.0% | 0.0% | 42 | -63,241 | -40.03% | Q4 2025 | Jan 29, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 90,746 | 11,211 | 0.01% | — | 43 | +90,746 | New | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 84,489 | 10,438 | 0.01% | 0.01% | 44 | -11,101 | -11.61% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 83,500 | 10,316 | 0.31% | 0.25% | 45 | -92 | -0.11% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 82,919 | 10,244 | 0.0% | 0.02% | 46 | -372,214 | -81.78% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 79,767 | 9,867 | 0.02% | 0.01% | 47 | +39,370 | 97.46% | Q4 2025 | Jan 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 79,420 | 9,812 | 0.01% | 0.01% | 48 | +12,853 | 19.31% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 76,871 | 9,497 | 0.0% | 0.0% | 49 | +45,990 | 148.93% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 72,008 | 8,896 | 0.52% | 0.48% | 50 | -8,013 | -10.01% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 65,371 | 8,076 | 0.0% | 0.0% | 51 | -2,808 | -4.12% | Q4 2025 | Feb 09, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 63,541 | 7,850 | 0.02% | 0.02% | 52 | +3,309 | 5.49% | Q4 2025 | Feb 17, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | History | New | 63,200 | 7,808 | 0.13% | — | 53 | +63,200 | New | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 60,551 | 7,481 | 0.02% | 0.03% | 54 | -23,361 | -27.84% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 60,188 | 7,436 | 0.25% | 0.04% | 55 | +49,780 | 478.29% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 60,107 | 7,426 | 0.02% | 0.01% | 56 | -7,225 | -10.73% | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 59,767 | 7,384 | 0.01% | 0.01% | 57 | -9,804 | -14.09% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 59,224 | 7,317 | 0.0% | 0.0% | 58 | -93,618 | -61.25% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 58,753 | 7,258 | 0.0% | 0.0% | 59 | +215 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 57,197 | 7,066 | 0.03% | 0.0% | 60 | +48,123 | 530.34% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 57,053 | 7,048 | 0.01% | 0.01% | 61 | -8,030 | -12.34% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 56,946 | 7,035 | 0.0% | 0.0% | 62 | +5,847 | 11.44% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 54,343 | 6,714 | 0.0% | 0.0% | 63 | +4,627 | 9.31% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 53,458 | 6,604 | 0.01% | 0.02% | 64 | -55,433 | -50.91% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | New | 51,016 | 6,303 | 0.19% | — | 65 | +51,016 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 50,321 | 6,217 | 0.0% | 0.0% | 66 | -9,608 | -16.03% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 46,119 | 5,698 | 0.01% | 0.01% | 67 | -877 | -1.87% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 41,925 | 5,179 | 0.0% | 0.0% | 68 | +19,734 | 88.93% | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 40,245 | 4,972 | 0.21% | 0.0% | 69 | +39,244 | 3920.48% | Q4 2025 | Feb 09, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 39,717 | 4,907 | 0.7% | 0.56% | 70 | +325 | 0.83% | Q4 2025 | Jan 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 38,646 | 4,774 | 0.01% | 0.01% | 71 | +2,192 | 6.01% | Q4 2025 | Feb 17, 2026 |
| CKW FINANCIAL GROUP | History | No change | 37,436 | 4,625 | 0.5% | 0.4% | 72 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 36,885 | 4,557 | 0.13% | 0.21% | 73 | -37,141 | -50.17% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | New | 35,984 | 4,445 | 0.01% | — | 74 | +35,984 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 35,530 | 4,389 | 0.0% | 0.0% | 75 | -4,003 | -10.13% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | Reduced | 34,296 | 4,237 | 0.04% | 0.05% | 76 | -18,943 | -35.58% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 33,564 | 4,147 | 0.0% | 0.0% | 77 | +236 | 0.71% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 33,505 | 4,139 | 0.0% | 0.0% | 78 | -21,591 | -39.19% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,395 | 4,126 | 0.0% | — | 79 | +33,395 | New | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 32,238 | 3,983 | 0.0% | 0.01% | 80 | -27,216 | -45.78% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 30,520 | 3,771 | 0.01% | 0.0% | 81 | +30,326 | 15631.96% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 29,540 | 3,649 | 0.04% | — | 82 | +29,540 | New | Q4 2025 | Feb 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 29,456 | 3,639 | 0.37% | 0.29% | 83 | +109 | 0.37% | Q4 2025 | Jan 16, 2026 |
| Tidal Investments LLC | History | Reduced | 28,079 | 3,469 | 0.01% | 0.01% | 84 | -3,109 | -9.97% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 27,353 | 3,379 | 0.02% | 0.03% | 85 | -32,176 | -54.05% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 27,104 | 3,348 | 0.0% | 0.0% | 86 | +10,818 | 66.43% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,874 | 3,320 | 0.0% | 0.0% | 87 | -151,590 | -84.94% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 24,942 | 3,082 | 0.01% | 0.0% | 88 | +278 | 1.13% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 24,713 | 3,053 | 0.01% | 0.01% | 89 | -244 | -0.98% | Q4 2025 | Jan 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 24,459 | 3,021 | 0.01% | 0.01% | 90 | -2,948 | -10.76% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,979 | 2,962 | 0.0% | 0.0% | 91 | +243 | 1.02% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 23,849 | 2,946 | 0.0% | 0.0% | 92 | -940 | -3.79% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,707 | 2,929 | 0.03% | 0.03% | 93 | -6,528 | -21.59% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 23,555 | 2,910 | 0.0% | 0.0% | 94 | +3,034 | 14.78% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 21,600 | 2,668 | 0.06% | 0.08% | 95 | -16,400 | -43.16% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 21,425 | 2,647 | 0.0% | 0.0% | 96 | -1,509 | -6.58% | Q4 2025 | Feb 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 20,925 | 2,585 | 0.01% | 0.01% | 97 | -2,820 | -11.88% | Q4 2025 | Feb 17, 2026 |
| Sepio Capital, LP | History | Added to | 20,406 | 2,521 | 0.14% | 0.12% | 98 | +5 | 0.02% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 19,804 | 2,446 | 0.0% | 0.0% | 99 | -30,776 | -60.85% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 19,750 | 2,440 | 0.04% | 0.02% | 100 | -2,766 | -12.28% | Q4 2025 | Feb 18, 2026 |
| Sterling Capital Management LLC | History | Reduced | 19,530 | 2,412 | 0.04% | 0.04% | 101 | -5,640 | -22.41% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 19,485 | 2,407 | 0.0% | 0.0% | 102 | +5,955 | 44.01% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,883 | 2,333 | 0.0% | 0.0% | 103 | +7,594 | 67.27% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 17,769 | 2,194 | 0.02% | 0.02% | 104 | -23 | -0.13% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 17,330 | 2,141 | 0.01% | 0.01% | 105 | -1,531 | -8.12% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,559 | 2,045 | 0.01% | 0.01% | 106 | -3 | -0.02% | Q4 2025 | Jan 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,425 | 2,029 | 0.01% | 0.01% | 107 | +953 | 6.16% | Q4 2025 | Feb 12, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 16,329 | 2,017 | 0.07% | — | 108 | +16,329 | New | Q4 2025 | Feb 09, 2026 |
| Skylands Capital, LLC | History | Added to | 15,700 | 1,939 | 0.26% | 0.16% | 109 | +4,100 | 35.34% | Q4 2025 | Jan 30, 2026 |
| Swiss National Bank | History | No change | 15,700 | 1,939 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 15,555 | 1,921 | 0.02% | 0.02% | 111 | -1,733 | -10.02% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,642 | 1,809 | 0.0% | — | 112 | +14,642 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 14,641 | 1,808 | 0.0% | 0.0% | 113 | -474 | -3.14% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,300 | 1,766 | 0.03% | 0.02% | 114 | -300 | -2.05% | Q4 2025 | Jan 16, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 13,964 | 1,725 | 0.01% | — | 115 | +13,964 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 13,933 | 1,721 | 0.01% | 0.01% | 116 | +4 | 0.03% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 13,681 | 1,690 | 0.0% | 0.0% | 117 | -5,217 | -27.61% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,526 | 1,687 | 0.01% | 0.0% | 118 | -2,104 | -16.66% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,350 | 1,649 | 0.0% | 0.01% | 119 | -20,866 | -60.98% | Q4 2025 | Feb 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 13,196 | 1,630 | 0.22% | 0.32% | 120 | -12,411 | -48.47% | Q4 2025 | Jan 05, 2026 |
| Rice Partnership, LLC | History | No change | 12,150 | 1,501 | 0.2% | 0.17% | 121 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 12,077 | 1,492 | 0.01% | 0.01% | 122 | +535 | 4.64% | Q4 2025 | Jan 14, 2026 |
| Summit Global Investments | History | Added to | 11,867 | 1,466 | 0.09% | 0.06% | 123 | +2,278 | 23.76% | Q4 2025 | Feb 18, 2026 |
| WINTON GROUP Ltd | History | Added to | 11,721 | 1,448 | 0.05% | 0.04% | 124 | +519 | 4.63% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 11,296 | 1,395 | 0.01% | 0.01% | 125 | -1,069 | -8.65% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 10,907 | 1,347 | 0.0% | 0.0% | 126 | +3,302 | 43.42% | Q4 2025 | Mar 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,709 | 1,323 | 0.0% | 0.0% | 127 | -137 | -1.26% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,591 | 1,308 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Added to | 10,004 | 1,235 | 0.0% | 0.0% | 129 | +5,747 | 135.0% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,504 | 1,230 | 0.01% | 0.01% | 130 | -1,396 | -14.1% | Q4 2025 | Jan 21, 2026 |
| Hartree Partners, LP | History | New | 7,230 | 1,213 | 0.44% | — | 131 | +7,230 | New | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 9,292 | 1,148 | 0.18% | 0.04% | 132 | +6,576 | 242.12% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,192 | 1,135 | 0.0% | 0.0% | 133 | +2,924 | 46.65% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 9,133 | 1,128 | 0.01% | 0.04% | 134 | -22,844 | -71.44% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,070 | 1,121 | 0.01% | 0.01% | 135 | -106 | -1.16% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 8,948 | 1,105 | 0.0% | 0.0% | 136 | +2,349 | 35.6% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 8,800 | 1,087 | 0.0% | — | 137 | +8,800 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 8,800 | 1,087 | 0.0% | 0.0% | 138 | -1,900 | -17.76% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 8,788 | 1,085 | 0.0% | 0.0% | 139 | +565 | 6.87% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,416 | 1,039 | 0.02% | 0.02% | 140 | +239 | 2.92% | Q4 2025 | Jan 16, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,335 | 1,034 | 0.0% | 0.0% | 141 | -419 | -4.79% | Q4 2025 | Feb 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,318 | 1,027 | 0.01% | 0.01% | 142 | -685 | -7.61% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 8,226 | 1,016 | 0.02% | 0.03% | 143 | -6,275 | -43.27% | Q4 2025 | Jan 23, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 8,047 | 994 | 0.0% | 0.0% | 145 | +3,991 | 98.4% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 8,045 | 994 | 0.01% | 0.01% | 144 | -1,259 | -13.53% | Q4 2025 | Jan 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 8,000 | 988 | 0.01% | 0.01% | 146 | -4,400 | -35.48% | Q4 2025 | Feb 04, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 7,775 | 960 | 0.02% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 7,738 | 956 | 0.12% | 0.09% | 148 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,719 | 953 | 0.0% | 0.0% | 149 | -377 | -4.66% | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 7,680 | 948 | 0.01% | 0.0% | 150 | +7,671 | 85233.33% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,577 | 936 | 0.02% | 0.01% | 151 | +851 | 12.65% | Q4 2025 | Feb 02, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 7,508 | 927 | 0.53% | 0.43% | 152 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,430 | 917 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 7,204 | 890 | 0.01% | 0.01% | 154 | -141 | -1.92% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,113 | 878 | 0.0% | 0.0% | 155 | +557 | 8.5% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,097 | 876 | 0.01% | 0.01% | 156 | -100 | -1.39% | Q4 2025 | Feb 04, 2026 |
| Uniplan Investment Counsel, Inc. | History | New | 6,908 | 853 | 0.09% | — | 157 | +6,908 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 6,766 | 835 | 0.01% | 0.01% | 158 | -94 | -1.37% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,700 | 827 | 0.0% | — | 159 | +6,700 | New | Q4 2025 | Feb 12, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 6,677 | 824 | 0.37% | 0.3% | 160 | +248 | 3.86% | Q4 2025 | Jan 26, 2026 |
| Horizon Investments, LLC | History | Added to | 6,473 | 799 | 0.01% | 0.01% | 161 | +936 | 16.9% | Q4 2025 | Feb 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,404 | 791 | 0.05% | — | 162 | +6,404 | New | Q4 2025 | Feb 17, 2026 |
| Fruth Investment Management | History | No change | 6,200 | 766 | 0.21% | 0.17% | 163 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| XTX Topco Ltd | History | New | 6,155 | 760 | 0.02% | — | 164 | +6,155 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 5,834 | 721 | 0.0% | 0.01% | 165 | -14,115 | -70.76% | Q4 2025 | Jan 09, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 5,809 | 717 | 0.41% | — | 166 | +5,809 | New | Q4 2025 | Feb 17, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Added to | 5,694 | 703 | 0.07% | 0.04% | 167 | +292 | 5.41% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,656 | 698 | 0.0% | 0.0% | 168 | -283 | -4.77% | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 5,635 | 696 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,209 | 643 | 0.02% | 0.02% | 170 | -55 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 5,136 | 634 | 0.0% | 0.0% | 171 | +332 | 6.91% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,100 | 630 | 0.0% | 0.0% | 172 | +100 | 2.0% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 5,034 | 621 | 0.0% | — | 173 | +5,034 | New | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,000 | 617 | 0.0% | 0.0% | 174 | -4 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,839 | 597 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quantedge Capital Pte Ltd | History | Reduced | 4,800 | 593 | 0.28% | 0.83% | 176 | -10,600 | -68.83% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 4,600 | 568 | 0.0% | 0.0% | 177 | +500 | 12.2% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,570 | 564 | 0.01% | 0.01% | 178 | -1,120 | -19.68% | Q4 2025 | Jan 27, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,570 | 564 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 4,433 | 551 | 0.01% | 0.01% | 180 | -514 | -10.39% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 4,267 | 527 | 0.0% | — | 181 | +4,267 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,245 | 525 | 0.0% | 0.0% | 182 | -655 | -13.37% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,184 | 516 | 0.0% | 0.0% | 183 | -565 | -11.9% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 4,045 | 499 | 0.01% | 0.01% | 184 | -366 | -8.3% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 4,030 | 497 | 0.0% | 0.0% | 185 | -85 | -2.07% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,898 | 481 | 0.0% | 0.0% | 186 | -1,720 | -30.62% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 3,880 | 479 | 0.0% | 0.0% | 187 | +164 | 4.41% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 3,818 | 471 | 0.01% | — | 188 | +3,818 | New | Q4 2025 | Feb 06, 2026 |
| Amundi | History | Reduced | 3,813 | 471 | 0.0% | 0.0% | 189 | -1,824 | -32.36% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,795 | 468 | 0.04% | 0.04% | 190 | -838 | -18.09% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 3,782 | 467 | 0.03% | 0.02% | 191 | +171 | 4.74% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,597 | 444 | 0.0% | 0.0% | 192 | +217 | 6.42% | Q4 2025 | Jan 29, 2026 |
| U S GLOBAL INVESTORS INC | History | New | 3,587 | 443 | 0.05% | — | 193 | +3,587 | New | Q4 2025 | Jan 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,564 | 440 | 0.0% | 0.0% | 194 | +3 | 0.08% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 3,395 | 419 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,386 | 418 | 0.01% | 0.01% | 196 | +432 | 14.62% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,192 | 394 | 0.0% | 0.0% | 197 | -505 | -13.66% | Q4 2025 | Feb 18, 2026 |
| CIBC Asset Management Inc | History | New | 3,126 | 386 | 0.0% | — | 198 | +3,126 | New | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 3,077 | 385 | 0.02% | — | 199 | +3,077 | New | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | No change | 3,102 | 383 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,040 | 375 | 0.0% | 0.0% | 201 | +824 | 37.18% | Q4 2025 | Feb 03, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,020 | 373 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Portland Global Advisors LLC | History | No change | 2,971 | 367 | 0.04% | 0.03% | 203 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,952 | 364 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,918 | 360 | 0.0% | 0.0% | 205 | +248 | 9.29% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 2,907 | 359 | 0.0% | 0.01% | 206 | -1,824 | -38.55% | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Reduced | 2,886 | 357 | 0.19% | 0.16% | 207 | -41 | -1.4% | Q4 2025 | Feb 06, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 2,782 | 343 | 0.0% | 0.0% | 208 | -653 | -19.01% | Q4 2025 | Jan 16, 2026 |
| XPONANCE LLC | History | Reduced | 2,774 | 342 | 0.0% | 0.0% | 209 | -75 | -2.63% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 2,700 | 333 | 0.0% | 0.0% | 210 | +1,800 | 200.0% | Q4 2025 | Feb 02, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 2,700 | 333 | 0.07% | 0.03% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 2,597 | 320 | 0.02% | 0.01% | 212 | +21 | 0.82% | Q4 2025 | Feb 10, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 2,560 | 316 | 0.13% | 0.11% | 214 | +40 | 1.59% | Q4 2025 | Feb 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 2,560 | 316 | 0.02% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,554 | 315 | 0.01% | 0.01% | 215 | -164 | -6.03% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,459 | 303 | 0.0% | 0.0% | 216 | +123 | 5.27% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,427 | 299 | 0.0% | 0.0% | 217 | -1,578 | -39.4% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 2,420 | 298 | 0.02% | — | 218 | +2,420 | New | Q4 2025 | Feb 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 2,370 | 292 | 0.02% | — | 219 | +2,370 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,305 | 284 | 0.01% | 0.01% | 220 | -303 | -11.62% | Q4 2025 | Jan 05, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 2,300 | 284 | 0.07% | 0.05% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 2,267 | 280 | 0.0% | — | 222 | +2,267 | New | Q4 2025 | Feb 09, 2026 |
| denkapparat Operations GmbH | History | No change | 2,240 | 276 | 0.15% | 0.14% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 2,205 | 272 | 0.0% | 0.0% | 224 | -210 | -8.7% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Reduced | 2,156 | 266 | 0.0% | 0.0% | 225 | -3,408 | -61.25% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 2,095 | 258 | 0.0% | — | 226 | +2,095 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 2,081 | 257 | 0.0% | — | 227 | +2,081 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,081 | 257 | 0.0% | — | 228 | +2,081 | New | Q4 2025 | Feb 12, 2026 |
| Jain Global LLC | History | New | 2,026 | 250 | 0.0% | — | 229 | +2,026 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | New | 2,000 | 247 | 0.03% | — | 230 | +2,000 | New | Q4 2025 | Jan 09, 2026 |
| HANCOCK WHITNEY CORP | History | New | 1,994 | 246 | 0.0% | — | 231 | +1,994 | New | Q4 2025 | Feb 17, 2026 |
| Brucke Financial, Inc. | History | Reduced | 1,987 | 245 | 0.13% | 0.13% | 232 | -144 | -6.76% | Q4 2025 | Jan 12, 2026 |
| Regency Capital Management Inc.\DE | History | Reduced | 1,950 | 240 | 0.1% | 0.1% | 233 | -100 | -4.88% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 1,907 | 235 | 0.0% | — | 234 | +1,907 | New | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | New | 1,905 | 235 | 0.0% | — | 235 | +1,905 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 1,900 | 234 | 0.0% | — | 236 | +1,900 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 1,879 | 232 | 0.01% | — | 237 | +1,879 | New | Q4 2025 | Jan 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,854 | 229 | 0.02% | — | 238 | +1,854 | New | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | New | 1,850 | 228 | 0.03% | — | 239 | +1,850 | New | Q4 2025 | Feb 04, 2026 |
| Retirement Planning Group, LLC | History | New | 1,845 | 227 | 0.01% | — | 240 | +1,845 | New | Q4 2025 | Feb 03, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 1,840 | 227 | 0.03% | 0.04% | 241 | -1,220 | -39.87% | Q4 2025 | Feb 02, 2026 |
| LEUTHOLD GROUP, LLC | History | New | 1,799 | 222 | 0.02% | — | 242 | +1,799 | New | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | New | 1,787 | 220 | 0.0% | — | 243 | +1,787 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,734 | 214 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Neuberger Berman Group LLC | History | New | 1,732 | 213 | 0.0% | — | 245 | +1,732 | New | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,640 | 202 | 0.0% | — | 246 | +1,640 | New | Q4 2025 | Feb 04, 2026 |
| Abel Hall, LLC | History | New | 1,625 | 200 | 0.05% | — | 247 | +1,625 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,581 | 195 | 0.01% | 0.01% | 248 | -2,748 | -63.48% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 1,530 | 189 | 0.02% | 0.01% | 250 | +988 | 182.29% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,532 | 189 | 0.05% | 0.04% | 249 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 1,502 | 186 | 0.0% | 0.0% | 251 | -1,955 | -56.55% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,387 | 172 | 0.01% | 0.01% | 252 | -72 | -4.93% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,347 | 166 | 0.0% | 0.0% | 254 | -369 | -21.5% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,344 | 166 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,285 | 159 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,216 | 150 | 0.0% | 0.0% | 256 | -6 | -0.49% | Q4 2025 | Jan 30, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 1,052 | 129 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 937 | 115 | 0.01% | 0.01% | 258 | +19 | 2.07% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Reduced | 785 | 96 | 0.01% | 0.02% | 259 | -2,260 | -74.22% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 726 | 90 | 0.0% | 0.0% | 260 | +538 | 286.17% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 731 | 90 | 0.01% | 0.01% | 261 | +2 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Curat Global, LLC | History | No change | 705 | 87 | 0.1% | 0.07% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 647 | 80 | 0.0% | 0.0% | 263 | -113 | -14.87% | Q4 2025 | Mar 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 634 | 78 | 0.0% | 0.0% | 265 | -27 | -4.08% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 650 | 78 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 563 | 69 | 0.0% | 0.0% | 266 | +212 | 60.4% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 553 | 68 | 0.01% | — | 267 | +553 | New | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 547 | 67 | 0.05% | — | 269 | +547 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 546 | 67 | 0.0% | — | 268 | +546 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 500 | 64 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 500 | 64 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 640 | 62 | 0.0% | — | 272 | +640 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 464 | 57 | 0.0% | 0.0% | 273 | -29 | -5.88% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 455 | 56 | 0.0% | 0.0% | 274 | +215 | 89.58% | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 450 | 55 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 393 | 48 | 0.0% | 0.0% | 276 | +26 | 7.08% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 371 | 45 | 0.0% | 0.0% | 277 | -473 | -56.04% | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 333 | 41 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Security National Bank | History | No change | 328 | 40 | 0.01% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 312 | 38 | 0.0% | — | 280 | +311 | 31100.0% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 279 | 34 | 0.02% | — | 282 | +279 | New | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 279 | 34 | 0.0% | 0.0% | 281 | -18 | -6.06% | Q4 2025 | Jan 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 273 | 33 | 0.0% | 0.0% | 283 | +15 | 5.81% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 256 | 31 | 0.02% | 0.02% | 285 | -254 | -49.8% | Q4 2025 | Feb 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 258 | 31 | 0.0% | 0.0% | 284 | +94 | 57.32% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | New | 249 | 30 | 0.0% | — | 286 | +249 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 248 | 30 | 0.0% | 0.0% | 287 | -190 | -43.38% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 237 | 29 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DANSKE BANK A/S | History | New | 200 | 24 | 0.0% | — | 289 | +200 | New | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 192 | 24 | 0.0% | 0.0% | 290 | -32 | -14.29% | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 180 | 22 | 0.0% | 0.0% | 291 | -15 | -7.69% | Q4 2025 | Jan 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 165 | 20 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| UMB Bank, n.a. | History | Added to | 152 | 18 | 0.0% | 0.0% | 293 | +62 | 68.89% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 144 | 17 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 131 | 16 | 0.0% | — | 295 | +131 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 135 | 16 | 0.0% | 0.0% | 296 | -96 | -41.56% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 131 | 16 | 0.0% | 0.0% | 297 | +26 | 24.76% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 115 | 14 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WealthCollab, LLC | History | No change | 117 | 14 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 110 | 13 | 0.0% | 0.0% | 300 | -139 | -55.82% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 108 | 13 | 0.0% | 0.0% | 301 | -12 | -10.0% | Q4 2025 | Jan 07, 2026 |
| DV Trading LLC | History | New | 100 | 12 | 0.0% | — | 302 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 100 | 12 | 0.01% | — | 304 | +100 | New | Q4 2025 | Feb 18, 2026 |
| Optiver Holding B.V. | History | Reduced | 100 | 12 | 0.0% | 0.0% | 303 | -64 | -39.02% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 91 | 11 | 0.0% | 0.0% | 305 | +60 | 193.55% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 89 | 10 | 0.0% | 0.0% | 307 | +58 | 187.1% | Q4 2025 | Feb 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 84 | 10 | 0.0% | 0.0% | 306 | +14 | 20.0% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 71 | 8 | 0.0% | 0.0% | 308 | +9 | 14.52% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 72 | 8 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pacer Advisors, Inc. | History | Added to | 64 | 7 | 0.0% | 0.0% | 310 | +53 | 481.82% | Q4 2025 | Feb 24, 2026 |
| Accent Capital Management, LLC | History | No change | 57 | 7 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 49 | 6 | 0.0% | 0.0% | 312 | +4 | 8.89% | Q4 2025 | Jan 14, 2026 |
| Pflug Koory, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kemnay Advisory Services Inc. | History | New | 46 | 5 | 0.0% | — | 315 | +46 | New | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 48 | 5 | 0.0% | 0.0% | 314 | -1 | -2.04% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 47 | 5 | 0.0% | 0.0% | 316 | +1 | 2.17% | Q4 2025 | Feb 27, 2026 |
| Solstein Capital, LLC | History | New | 39 | 4 | 0.0% | — | 317 | +39 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 38 | 4 | 0.0% | — | 320 | +38 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 37 | 4 | 0.0% | 0.0% | 319 | -23 | -38.33% | Q4 2025 | Feb 24, 2026 |
| High Note Wealth, LLC | History | Added to | 34 | 4 | 0.0% | 0.0% | 318 | +1 | 3.03% | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | New | 31 | 3 | 0.0% | — | 321 | +31 | New | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 29 | 3 | 0.0% | — | 323 | +29 | New | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Reduced | 31 | 3 | 0.0% | 0.0% | 322 | -15 | -32.61% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 21 | 2 | 0.0% | 0.0% | 324 | -90 | -81.08% | Q4 2025 | Feb 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 24 | 2 | 0.0% | 0.0% | 327 | -18 | -42.86% | Q4 2025 | Jan 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 17 | 2 | 0.0% | — | 326 | +17 | New | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 19 | 2 | 0.0% | 0.0% | 328 | -6 | -24.0% | Q4 2025 | Jan 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 19 | 2 | 0.0% | 0.0% | 329 | +2 | 11.76% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sachetta, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 15 | 1 | 0.0% | 0.01% | 333 | -294 | -95.15% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 338 | -15 | -51.72% | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 12 | 1 | 0.0% | — | 331 | +7 | 140.0% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 11 | 1 | 0.0% | — | 336 | +4 | 57.14% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 13 | 1 | 0.0% | 0.0% | 337 | +2 | 18.18% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | No change | 10 | 1 | 0.0% | — | 334 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 9 | 1 | 0.0% | — | 335 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Flat Footed LLC | History | Closed out | 0 | 0 | — | 4.07% | — | -334,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 26.48% | — | -57,850 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,432 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.04% | — | -47,658 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -37,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.93% | — | -27,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -22,182 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.04% | — | -16,305 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,524 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,183 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,373 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,928 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -8,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,988 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -7,861 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Unison Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,985 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -6,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Premier Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -5,324 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,980 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.12% | — | -3,538 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,523 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,263 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,997 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,880 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -2,701 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,606 | -100.0% | Q3 2025 | Jan 13, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,516 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,426 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.01% | — | -2,250 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,151 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -1,009 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -266 | -100.0% | Q3 2025 | Nov 19, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 08, 2025 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Financial Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | Reduced | 3 | 0 | — | — | — | -5 | -62.5% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| Trust Co | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 15, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |