MERCURY GENERAL CORP - MCY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 36 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 | 4,656,726 | 438,011 | 0.01% | 0.01% | 1 | +69,098 | 1.51% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,095,241 | 291,138 | 0.0% | 0.0% | 2 | -31,384 | -1.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,103,088 | 197,816 | 0.04% | 0.04% | 3 | +23,353 | 1.12% | Q4 2025 | Feb 12, 2026 |
| Rubric Capital Management LP | History | No change | 2,054,504 | 193,246 | 2.31% | 1.97% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 1,108,274 | 104,244 | 0.0% | 0.0% | 5 | -60,952 | -5.21% | Q4 2025 | Feb 13, 2026 |
| DG Capital Management, LLC | History | Added to | 1,104,669 | 103,905 | 45.58% | 28.83% | 6 | +125,253 | 12.79% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 881,382 | 82,902 | 0.13% | 0.12% | 7 | -161,800 | -15.51% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 699,491 | 65,794 | 0.03% | 0.02% | 8 | +120,820 | 20.88% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 633,478 | 59,594 | 0.0% | 0.0% | 9 | -1,124 | -0.18% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 574,797 | 54,065 | 0.03% | 0.03% | 10 | -7,814 | -1.34% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 465,237 | 43,760 | 0.36% | 0.32% | 11 | -62,477 | -11.84% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 408,116 | 38,387 | 0.15% | — | 12 | +408,116 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 386,300 | 36,335 | 0.0% | 0.0% | 13 | +37,577 | 10.78% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 363,684 | 34,208 | 0.01% | 0.01% | 14 | -12,179 | -3.24% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 341,028 | 32,060 | 0.02% | 0.02% | 15 | -1,671 | -0.49% | Q4 2025 | Feb 17, 2026 |
| Park West Asset Management LLC | History | Added to | 329,435 | 30,986 | 2.57% | 2.02% | 16 | +46,907 | 16.6% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 312,574 | 29,400 | 0.0% | 0.01% | 17 | -163,193 | -34.3% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Reduced | 288,284 | 27,115 | 0.01% | 0.01% | 18 | -14,175 | -4.69% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 259,612 | 24,419 | 0.0% | 0.0% | 19 | -16,719 | -6.05% | Q4 2025 | Feb 17, 2026 |
| Philosophy Capital Management LLC | History | Added to | 256,380 | 24,115 | 1.1% | 0.48% | 20 | +117,455 | 84.55% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 249,069 | 23,427 | 0.0% | 0.0% | 21 | -36,988 | -12.93% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 214,086 | 20,136 | 0.03% | 0.03% | 22 | -15,908 | -6.92% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 184,224 | 17,328 | 0.02% | 0.01% | 23 | +103,649 | 128.64% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 163,539 | 15,382 | 0.04% | 0.06% | 24 | -51,959 | -24.11% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 162,438 | 15,278 | 0.01% | 0.01% | 25 | +41,793 | 34.64% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 161,155 | 15,158 | 0.02% | 0.02% | 26 | +4,719 | 3.02% | Q4 2025 | Feb 13, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 158,218 | 14,881 | 0.98% | 1.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 146,446 | 13,774 | 0.01% | 0.01% | 28 | -7,990 | -5.17% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 140,200 | 13,187 | 0.03% | 0.03% | 29 | -16,900 | -10.76% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 135,747 | 12,768 | 0.0% | 0.0% | 30 | +14,369 | 11.84% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 129,265 | 12,158 | 0.0% | 0.0% | 31 | -10,102 | -7.25% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 126,728 | 11,920 | 0.01% | 0.01% | 32 | -1,669 | -1.3% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 108,438 | 10,199 | 0.0% | 0.0% | 33 | +6,283 | 6.15% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 105,290 | 9,903 | 0.01% | 0.01% | 34 | +10,106 | 10.62% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 98,099 | 9,227 | 0.0% | 0.0% | 35 | +23,897 | 32.21% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 97,425 | 9,163 | 0.0% | 0.0% | 36 | +16,677 | 20.65% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 94,230 | 8,863 | 0.0% | 0.0% | 37 | -23,561 | -20.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 92,000 | 8,653 | 0.03% | 0.03% | 38 | -11,730 | -11.31% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 89,740 | 8,440 | 0.0% | 0.0% | 39 | -17,252 | -16.12% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 78,878 | 7,419 | 0.05% | 0.05% | 40 | +364 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 78,118 | 7,347 | 0.0% | 0.0% | 41 | -3,094 | -3.81% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 77,903 | 7,327 | 0.01% | 0.01% | 42 | +21,428 | 37.94% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 73,071 | 6,873 | 0.0% | 0.0% | 43 | +19,368 | 36.07% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 72,612 | 6,829 | 0.23% | 0.24% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 71,066 | 6,684 | 0.01% | 0.01% | 45 | -4,420 | -5.86% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 70,158 | 6,599 | 0.1% | 0.05% | 46 | +35,663 | 103.39% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 65,124 | 6,125 | 0.01% | 0.0% | 47 | +28,071 | 75.76% | Q4 2025 | Jan 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 63,435 | 5,966 | 0.02% | 0.02% | 48 | +1,038 | 1.66% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 61,097 | 5,746 | 0.0% | 0.0% | 49 | -16,132 | -20.89% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 60,888 | 5,727 | 0.05% | 0.04% | 50 | +16,218 | 36.31% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 60,244 | 5,666 | 0.03% | 0.01% | 51 | +30,243 | 100.81% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 58,984 | 5,548 | 0.02% | 0.0% | 52 | +44,342 | 302.84% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 57,482 | 5,409 | 0.01% | 0.01% | 53 | -3,447 | -5.66% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 56,120 | 5,278 | 0.0% | 0.0% | 54 | -33,530 | -37.4% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 56,091 | 5,275 | 0.03% | 0.01% | 55 | +31,524 | 128.32% | Q4 2025 | Feb 09, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 55,700 | 5,239 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 55,400 | 5,210 | 0.01% | 0.01% | 57 | -1,600 | -2.81% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 54,700 | 5,145 | 0.0% | 0.0% | 58 | +1,000 | 1.86% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 50,869 | 4,784 | 0.0% | 0.0% | 59 | -2,217 | -4.18% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 49,617 | 4,666 | 0.01% | 7.58% | 60 | +30,353 | 157.56% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 48,589 | 4,570 | 0.0% | 0.0% | 61 | +22,645 | 87.28% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 47,042 | 4,424 | 0.0% | 0.0% | 62 | +21,646 | 85.23% | Q4 2025 | Feb 13, 2026 |
| Informed Momentum Co LLC | History | New | 46,268 | 4,351 | 0.48% | — | 63 | +46,268 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 45,771 | 4,305 | 0.0% | 0.0% | 64 | +7,090 | 18.33% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 45,318 | 4,262 | 0.0% | — | 65 | +45,318 | New | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 43,705 | 4,110 | 0.01% | 0.0% | 66 | +34,060 | 353.14% | Q4 2025 | Mar 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 40,852 | 3,842 | 0.1% | 0.09% | 67 | +77 | 0.19% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 40,651 | 3,824 | 0.01% | 0.01% | 68 | -671 | -1.62% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 40,352 | 3,795 | 0.0% | 0.0% | 69 | -2,587 | -6.02% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 38,503 | 3,621 | 0.0% | 0.0% | 70 | +30,668 | 391.42% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 37,459 | 3,523 | 0.0% | 0.0% | 71 | +9,697 | 34.93% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 36,201 | 3,405 | 0.07% | 0.09% | 72 | -12,700 | -25.97% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 36,156 | 3,400 | 0.01% | 0.0% | 73 | +30,692 | 561.71% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 35,695 | 3,357 | 0.0% | 0.0% | 74 | +2,698 | 8.18% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 34,439 | 3,239 | 0.07% | 0.01% | 75 | +29,791 | 640.94% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 32,133 | 3,022 | 0.46% | 0.08% | 76 | +25,672 | 397.34% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 27,555 | 2,592 | 0.0% | 0.0% | 77 | +862 | 3.23% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 27,040 | 2,543 | 0.0% | 0.0% | 78 | +859 | 3.28% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 26,916 | 2,531 | 0.03% | 0.02% | 79 | -1,595 | -5.59% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 26,888 | 2,530 | 0.0% | 0.0% | 80 | +3,021 | 12.66% | Q4 2025 | Feb 13, 2026 |
| Weiss Asset Management LP | History | New | 26,631 | 2,504 | 0.04% | — | 81 | +26,631 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 26,160 | 2,460 | 0.0% | 0.0% | 82 | +626 | 2.45% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 25,523 | 2,400 | 0.04% | 0.01% | 83 | +21,768 | 579.71% | Q4 2025 | Jan 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 24,789 | 2,331 | 0.01% | 0.0% | 84 | +7,016 | 39.48% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 24,110 | 2,267 | 0.0% | 0.0% | 85 | -68,002 | -73.83% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Reduced | 24,054 | 2,262 | 0.0% | 0.0% | 86 | -2,022 | -7.75% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 23,750 | 2,233 | 0.01% | — | 87 | +23,750 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 23,398 | 2,200 | 0.01% | 0.01% | 88 | -2,494 | -9.63% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 22,954 | 2,159 | 0.03% | 0.03% | 89 | -4,300 | -15.78% | Q4 2025 | Feb 02, 2026 |
| Bank & Trust Co | History | Reduced | 22,438 | 2,110 | 1.49% | 1.47% | 90 | -1,043 | -4.44% | Q4 2025 | Jan 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 20,248 | 1,904 | 0.04% | — | 91 | +20,248 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 20,148 | 1,894 | 0.02% | 0.01% | 92 | +4,470 | 28.51% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 19,642 | 1,847 | 0.0% | 0.0% | 93 | +1,423 | 7.81% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 18,699 | 1,759 | 0.0% | 0.0% | 94 | +338 | 1.84% | Q4 2025 | Jan 26, 2026 |
| Inspire Investing, LLC | History | Reduced | 18,452 | 1,735 | 0.16% | 0.16% | 95 | -368 | -1.96% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 18,350 | 1,723 | 0.0% | 0.0% | 96 | +2,560 | 16.21% | Q4 2025 | Mar 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,269 | 1,718 | 0.0% | 0.0% | 97 | -912 | -4.75% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,718 | 1,667 | 0.0% | — | 98 | +17,718 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 15,607 | 1,468 | 0.01% | — | 99 | +15,607 | New | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,104 | 1,420 | 0.01% | 0.01% | 100 | -980 | -6.09% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 15,071 | 1,417 | 0.02% | 0.01% | 101 | +8,059 | 114.93% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 14,884 | 1,399 | 0.02% | 0.01% | 102 | +1,078 | 7.81% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,835 | 1,395 | 0.0% | 0.0% | 103 | -44 | -0.3% | Q4 2025 | Feb 17, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | No change | 14,586 | 1,372 | 0.3% | 0.25% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,443 | 1,359 | 0.0% | 0.0% | 105 | +8,558 | 145.42% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,373 | 1,351 | 0.0% | 0.01% | 106 | -3,140 | -17.93% | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 14,164 | 1,332 | 0.0% | 0.0% | 107 | -13,238 | -48.31% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,585 | 1,277 | 0.0% | 0.0% | 108 | +8,181 | 151.39% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,533 | 1,272 | 0.0% | — | 109 | +13,533 | New | Q4 2025 | Feb 13, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Added to | 13,148 | 1,236 | 0.15% | 0.13% | 110 | +79 | 0.6% | Q4 2025 | Jan 28, 2026 |
| Man Group plc | History | New | 13,092 | 1,231 | 0.0% | — | 111 | +13,092 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 13,077 | 1,230 | 0.01% | — | 112 | +13,077 | New | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 13,000 | 1,222 | 0.01% | 0.02% | 113 | -14,800 | -53.24% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | New | 12,826 | 1,206 | 0.07% | — | 114 | +12,826 | New | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,502 | 1,175 | 0.0% | 0.0% | 115 | +47 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 12,200 | 1,147 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,161 | 1,144 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 11,976 | 1,126 | 0.01% | — | 118 | +11,976 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 14,035 | 1,088 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 11,403 | 1,072 | 0.0% | 0.0% | 120 | +3,644 | 46.96% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,562 | 993 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,158 | 984 | 0.0% | 0.0% | 122 | +18 | 0.16% | Q4 2025 | Jan 08, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 10,379 | 976 | 0.15% | — | 123 | +10,379 | New | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Added to | 10,300 | 968 | 0.0% | 0.0% | 124 | +3,600 | 53.73% | Q4 2025 | Feb 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 10,242 | 963 | 0.0% | 0.0% | 125 | +107 | 1.06% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,996 | 940 | 0.0% | 0.0% | 126 | -1,541 | -13.36% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,684 | 911 | 0.0% | 0.01% | 127 | -8,577 | -46.97% | Q4 2025 | Jan 09, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 9,628 | 905 | 0.14% | — | 128 | +9,628 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,426 | 886 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WINTON GROUP Ltd | History | Reduced | 9,071 | 853 | 0.03% | 0.03% | 130 | -3 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | Added to | 9,036 | 849 | 0.0% | 0.0% | 131 | +3,231 | 55.66% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 8,647 | 813 | 0.01% | 0.01% | 132 | +174 | 2.05% | Q4 2025 | Feb 17, 2026 |
| Carl P. Sherr & Co., LLC | History | New | 9,000 | 788 | 0.35% | — | 133 | +9,000 | New | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,219 | 773 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 8,008 | 753 | 0.0% | 0.0% | 135 | -12,318 | -60.6% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 7,764 | 730 | 0.04% | 0.01% | 136 | +5,555 | 251.47% | Q4 2025 | Feb 09, 2026 |
| Arizona State Retirement System | History | Reduced | 7,758 | 729 | 0.0% | 0.0% | 137 | -437 | -5.33% | Q4 2025 | Jan 28, 2026 |
| AMALGAMATED BANK | History | Added to | 7,736 | 728 | 0.01% | 0.0% | 138 | +10 | 0.13% | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,631 | 717 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 7,997 | 700 | 0.0% | 0.0% | 140 | -3,756 | -31.96% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 7,383 | 694 | 0.0% | 0.0% | 141 | -1,663 | -18.38% | Q4 2025 | Jan 29, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 7,221 | 679 | 0.01% | — | 142 | +7,221 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 7,154 | 672 | 0.01% | 0.01% | 143 | -35 | -0.49% | Q4 2025 | Feb 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 7,136 | 671 | 0.01% | 0.01% | 144 | -485 | -6.36% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 7,121 | 669 | 0.04% | 0.05% | 145 | -2,831 | -28.45% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,160 | 639 | 0.01% | 0.01% | 146 | -1,025 | -12.52% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 6,673 | 628 | 0.0% | 0.0% | 147 | -860 | -11.42% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,608 | 621 | 0.0% | 0.0% | 148 | +1,323 | 25.03% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,582 | 619 | 0.0% | 0.0% | 149 | -189 | -2.79% | Q4 2025 | Feb 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 6,564 | 617 | 0.16% | 0.14% | 150 | +284 | 4.52% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,445 | 606 | 0.0% | 0.0% | 151 | +930 | 16.86% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | New | 6,362 | 598 | 0.01% | — | 152 | +6,362 | New | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,200 | 583 | 0.0% | 0.0% | 153 | -500 | -7.46% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,070 | 570 | 0.01% | 0.01% | 154 | +100 | 1.68% | Q4 2025 | Feb 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 6,001 | 564 | 0.05% | — | 155 | +6,001 | New | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 5,900 | 554 | 0.0% | 0.0% | 156 | -300 | -4.84% | Q4 2025 | Jan 28, 2026 |
| Massar Capital Management, LP | History | New | 5,851 | 550 | 0.06% | — | 157 | +5,851 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 5,794 | 544 | 0.0% | 0.0% | 158 | +44 | 0.77% | Q4 2025 | Feb 12, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 5,716 | 537 | 0.12% | 0.36% | 160 | -9,084 | -61.38% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | New | 5,716 | 537 | 0.05% | — | 159 | +5,716 | New | Q4 2025 | Feb 06, 2026 |
| Handelsbanken Fonder AB | History | Added to | 5,558 | 523 | 0.0% | 0.0% | 161 | +2,200 | 65.52% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,473 | 514 | 0.0% | 0.0% | 162 | +173 | 3.26% | Q4 2025 | Feb 18, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,424 | 510 | 0.0% | 0.0% | 163 | -786 | -12.66% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 5,230 | 491 | 0.0% | 0.0% | 164 | +164 | 3.24% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 5,172 | 486 | 0.0% | 0.0% | 165 | +195 | 3.92% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | New | 5,009 | 471 | 0.0% | — | 166 | +5,009 | New | Q4 2025 | Feb 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 4,844 | 455 | 0.02% | 0.02% | 167 | +10 | 0.21% | Q4 2025 | Jan 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,640 | 436 | 0.03% | 0.02% | 168 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,621 | 434 | 0.04% | — | 169 | +4,621 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,587 | 431 | 0.01% | 0.0% | 170 | +592 | 14.82% | Q4 2025 | Feb 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 4,500 | 423 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,378 | 411 | 0.0% | 0.0% | 172 | -60 | -1.35% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 4,149 | 390 | 0.02% | 0.14% | 174 | -40,109 | -90.63% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 4,152 | 390 | 0.0% | 0.0% | 173 | +776 | 22.99% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 4,101 | 385 | 0.02% | 0.02% | 175 | -456 | -10.01% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,039 | 380 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,019 | 378 | 0.0% | 0.0% | 177 | -53 | -1.3% | Q4 2025 | Jan 15, 2026 |
| DENALI ADVISORS LLC | History | New | 4,000 | 376 | 0.04% | — | 178 | +4,000 | New | Q4 2025 | Feb 03, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 3,930 | 374 | 0.13% | 0.12% | 179 | -50 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 3,873 | 364 | 0.01% | 0.01% | 180 | +51 | 1.33% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,826 | 359 | 0.0% | 0.0% | 181 | +295 | 8.35% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,816 | 358 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,739 | 351 | 0.0% | 0.0% | 183 | -2,843 | -43.19% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,670 | 345 | 0.0% | 0.0% | 184 | -1,242 | -25.29% | Q4 2025 | Feb 06, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,659 | 344 | 0.13% | 0.19% | 185 | -2,100 | -36.46% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | Reduced | 3,600 | 338 | 0.05% | 0.19% | 187 | -8,800 | -70.97% | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,603 | 338 | 0.0% | 0.0% | 186 | +69 | 1.95% | Q4 2025 | Jan 26, 2026 |
| DRW Securities, LLC | History | New | 3,582 | 336 | 0.01% | — | 188 | +3,582 | New | Q4 2025 | Feb 12, 2026 |
| NDVR, Inc. | History | Reduced | 3,323 | 312 | 0.26% | 0.24% | 189 | -34 | -1.01% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 3,260 | 306 | 0.01% | 0.01% | 190 | +2 | 0.06% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,251 | 305 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Added to | 3,195 | 300 | 0.2% | 0.03% | 192 | +2,711 | 560.12% | Q4 2025 | Feb 18, 2026 |
| VARCOV Co. | History | New | 3,182 | 299 | 0.12% | — | 193 | +3,182 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,039 | 285 | 0.0% | 0.0% | 194 | +61 | 2.05% | Q4 2025 | Feb 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,996 | 281 | 0.0% | — | 195 | +2,996 | New | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 2,981 | 280 | 0.01% | — | 196 | +2,981 | New | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,930 | 275 | 0.0% | — | 197 | +2,930 | New | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | New | 2,783 | 261 | 0.01% | — | 198 | +2,783 | New | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 2,713 | 255 | 0.01% | 0.01% | 199 | +2 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,645 | 248 | 0.0% | 0.0% | 200 | -28 | -1.05% | Q4 2025 | Feb 13, 2026 |
| PharVision Advisers, LLC | History | Reduced | 2,568 | 241 | 0.12% | 0.19% | 201 | -1,422 | -35.64% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | New | 2,430 | 228 | 0.05% | — | 202 | +2,430 | New | Q4 2025 | Feb 10, 2026 |
| Forum Financial Management, LP | History | No change | 2,423 | 227 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | New | 2,365 | 222 | 0.01% | — | 204 | +2,365 | New | Q4 2025 | Feb 12, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 2,266 | 213 | 0.02% | 0.02% | 205 | -337 | -12.95% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,249 | 211 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 2,240 | 210 | 0.17% | 0.49% | 207 | -4,320 | -65.85% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,218 | 208 | 0.0% | 0.0% | 208 | -1,115 | -33.45% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,197 | 206 | 0.0% | 0.0% | 209 | -36 | -1.61% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | New | 2,189 | 205 | 0.01% | — | 210 | +2,189 | New | Q4 2025 | Feb 17, 2026 |
| Trajan Wealth LLC | History | Reduced | 2,174 | 204 | 0.01% | 0.01% | 211 | -193 | -8.15% | Q4 2025 | Feb 06, 2026 |
| denkapparat Operations GmbH | History | New | 2,166 | 203 | 0.11% | — | 212 | +2,166 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,139 | 201 | 0.0% | 0.0% | 213 | +1,152 | 116.72% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,067 | 194 | 0.0% | 0.0% | 214 | -4,050 | -66.21% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,950 | 183 | 0.0% | 0.0% | 215 | -1,400 | -41.79% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,662 | 156 | 0.0% | 0.0% | 216 | -312 | -15.81% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,545 | 145 | 0.0% | — | 217 | +1,545 | New | Q4 2025 | Jan 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,421 | 133 | 0.0% | — | 218 | +1,421 | New | Q4 2025 | Feb 10, 2026 |
| Vestcor Inc | History | No change | 1,360 | 128 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,328 | 124 | 0.0% | 0.0% | 220 | -304 | -18.63% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,270 | 119 | 0.0% | 0.0% | 221 | +827 | 186.68% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | New | 1,221 | 114 | 0.0% | — | 222 | +1,221 | New | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,145 | 107 | 0.0% | 0.0% | 223 | -60 | -4.98% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,117 | 105 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,087 | 102 | 0.0% | — | 225 | +1,087 | New | Q4 2025 | Feb 13, 2026 |
| ORG Wealth Partners, LLC | History | New | 1,000 | 94 | 0.02% | — | 227 | +1,000 | New | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,000 | 94 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 896 | 84 | 0.04% | — | 229 | +896 | New | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 900 | 84 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KBC Group NV | History | No change | 857 | 81 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 761 | 71 | 0.0% | — | 231 | +761 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 750 | 70 | 0.01% | — | 232 | +750 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 752 | 70 | 0.0% | 0.0% | 233 | +121 | 19.18% | Q4 2025 | Jan 05, 2026 |
| Covestor Ltd | History | Reduced | 694 | 65 | 0.03% | 0.05% | 234 | -454 | -39.55% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 619 | 58 | 0.0% | 0.0% | 235 | -343 | -35.65% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 622 | 58 | 0.0% | 0.0% | 236 | -37 | -5.61% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 506 | 47 | 0.0% | 0.0% | 237 | +224 | 79.43% | Q4 2025 | Feb 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 470 | 44 | 0.0% | 0.01% | 238 | -1,274 | -73.05% | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 430 | 40 | 0.03% | — | 239 | +430 | New | Q4 2025 | Feb 19, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 408 | 38 | 0.02% | — | 240 | +408 | New | Q4 2025 | Feb 11, 2026 |
| PenderFund Capital Management Ltd. | History | Reduced | 390 | 36 | 0.01% | 0.01% | 241 | -50 | -11.36% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 370 | 34 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 324 | 30 | 0.01% | 0.01% | 243 | -1 | -0.31% | Q4 2025 | Jan 08, 2026 |
| DV Trading LLC | History | New | 300 | 28 | 0.0% | — | 244 | +300 | New | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 300 | 28 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 270 | 25 | 0.0% | 0.0% | 247 | +85 | 45.95% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 284 | 25 | 0.0% | 0.0% | 248 | +52 | 22.41% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | Reduced | 273 | 25 | 0.0% | 0.0% | 246 | -47 | -14.69% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | New | 265 | 24 | 0.0% | — | 250 | +265 | New | Q4 2025 | Jan 27, 2026 |
| Matrix Trust Co | History | Reduced | 252 | 24 | 0.0% | 0.0% | 251 | -4 | -1.56% | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 261 | 24 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 248 | 23 | 0.0% | 0.0% | 253 | +49 | 24.62% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 250 | 23 | 0.0% | 0.0% | 252 | +6 | 2.46% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 245 | 23 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 230 | 21 | 0.01% | 0.02% | 256 | -174 | -43.07% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 225 | 21 | 0.0% | 0.0% | 255 | +23 | 11.39% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 214 | 20 | 0.0% | 0.0% | 257 | +8 | 3.88% | Q4 2025 | Feb 02, 2026 |
| USA FINANCIAL FORMULAS | History | New | 202 | 19 | 0.0% | — | 258 | +202 | New | Q4 2025 | Jan 14, 2026 |
| Versant Capital Management, Inc | History | No change | 203 | 19 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 200 | 18 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Quarry LP | History | Reduced | 173 | 16 | 0.0% | 0.01% | 262 | -457 | -72.54% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 172 | 16 | 0.0% | 0.0% | 261 | -285 | -62.36% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 166 | 15 | 0.0% | 0.0% | 263 | -285 | -63.19% | Q4 2025 | Jan 23, 2026 |
| Kemnay Advisory Services Inc. | History | New | 157 | 14 | 0.0% | — | 265 | +157 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 153 | 14 | 0.0% | 0.0% | 264 | +45 | 41.67% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 125 | 11 | 0.0% | — | 267 | +125 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 118 | 11 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 103 | 9 | 0.0% | — | 268 | +103 | New | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 100 | 9 | 0.0% | — | 269 | +100 | New | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 100 | 9 | 0.0% | — | 271 | +100 | New | Q4 2025 | Mar 04, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFS Partners, LLC | History | No change | 94 | 8 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 70 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 70 | 6 | 0.0% | 0.0% | 274 | +17 | 32.08% | Q4 2025 | Jan 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 67 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | New | 54 | 4 | 0.0% | — | 279 | +54 | New | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 49 | 4 | 0.0% | 0.0% | 277 | +21 | 75.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 51 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | No change | 53 | 4 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Management Group, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 40 | 3 | 0.0% | 0.0% | 282 | -151 | -79.06% | Q4 2025 | Mar 16, 2026 |
| Frazier Financial Advisors, LLC | History | New | 40 | 3 | 0.0% | — | 283 | +40 | New | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 34 | 3 | 0.0% | 0.0% | 281 | +28 | 466.67% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 28 | 2 | 0.0% | — | 288 | +28 | New | Q4 2025 | Feb 09, 2026 |
| Marquette Asset Management, LLC | History | New | 27 | 2 | 0.0% | — | 285 | +27 | New | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 27 | 2 | 0.0% | — | 284 | +16 | 145.45% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 287 | +11 | 73.33% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 286 | -1 | -4.35% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Reduced | 19 | 1 | 0.0% | 0.03% | 292 | -27,895 | -99.93% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 11 | 1 | 0.0% | 0.0% | 289 | -18 | -62.07% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 11 | 1 | 0.0% | — | 297 | +11 | New | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 17 | 1 | 0.0% | 0.0% | 294 | +3 | 21.43% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 19 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 1 | 0.0% | — | 295 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -83,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -26,427 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,033 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,162 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,665 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -12,132 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,846 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,690 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,781 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,545 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.3% | — | -5,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,940 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -4,149 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ArrowMark Colorado Holdings LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,985 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,484 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,361 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -867 | -100.0% | Q3 2025 | Oct 16, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -845 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -44 | -91.67% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Elyxium Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CIBC Private Wealth Group LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 02, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bare Financial Services, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |