MIZUHO FINANCIAL GROUP INC - MFG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 81 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 59,084,500 | 432,498 | 0.03% | 0.02% | 1 | +3,166,984 | 5.66% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 22,343,658 | 163,555 | 0.01% | 0.01% | 2 | +1,381,718 | 6.59% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 16,560,891 | 121,226 | 0.17% | 0.02% | 3 | +14,163,328 | 590.74% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,278,654 | 119,159 | 0.01% | 0.01% | 4 | +1,728,708 | 11.88% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,676,802 | 114,754 | 0.01% | 0.01% | 5 | +3,074,385 | 24.4% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 11,998,930 | 87,832 | 0.0% | 0.0% | 6 | +536,543 | 4.68% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 10,507,070 | 76,911 | 0.13% | 0.1% | 7 | -588,166 | -5.3% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,381,489 | 75,992 | 0.01% | 0.01% | 8 | +66,696 | 0.65% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 8,174,986 | 59,840 | 0.1% | 0.09% | 9 | +377,963 | 4.85% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,375,123 | 32,025 | 0.02% | 0.01% | 10 | +553,821 | 14.49% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,215,336 | 23,540 | 0.01% | 0.0% | 11 | +2,249,534 | 232.92% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,697,303 | 19,744 | 0.03% | 0.04% | 12 | -1,315,700 | -32.79% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,128,209 | 15,578 | 0.0% | 0.0% | 13 | +467,908 | 28.18% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,830,237 | 13,397 | 0.03% | 0.02% | 14 | +1,000,741 | 120.64% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,807,655 | 13,232 | 0.0% | 0.0% | 15 | +255,507 | 16.46% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,725,873 | 12,633 | 0.01% | — | 16 | +1,725,873 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,671,075 | 12,232 | 0.0% | 0.0% | 17 | +25,615 | 1.56% | Q4 2025 | Feb 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 1,548,558 | 11,335 | 0.0% | — | 18 | +1,548,558 | New | Q4 2025 | Jan 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,510,303 | 11,055 | 0.0% | 0.01% | 19 | -619,768 | -29.1% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 1,496,763 | 10,956 | 0.01% | 0.01% | 20 | +214,021 | 16.68% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,439,024 | 10,533 | 0.01% | 0.0% | 21 | +325,655 | 29.25% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,399,794 | 10,246 | 0.0% | 0.0% | 22 | +279,419 | 24.94% | Q4 2025 | Feb 11, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 1,124,276 | 8,229 | 1.09% | 1.01% | 23 | +41,986 | 3.88% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 988,654 | 7,239 | 0.01% | 0.01% | 24 | +35,886 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 935,210 | 6,845 | 0.03% | — | 25 | +935,210 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 887,125 | 6,493 | 0.01% | 0.01% | 26 | -57,546 | -6.09% | Q4 2025 | Jan 30, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 820,970 | 6,009 | 1.2% | 1.1% | 27 | +5,903 | 0.72% | Q4 2025 | Jan 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 804,268 | 5,887 | 0.03% | 0.03% | 28 | +104,318 | 14.9% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 795,106 | 5,820 | 0.0% | 0.0% | 29 | +75,639 | 10.51% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 769,386 | 5,631 | 0.01% | 0.01% | 30 | -226,357 | -22.73% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 747,875 | 5,474 | 0.0% | 0.0% | 31 | -121,638 | -13.99% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 739,359 | 5,412 | 0.0% | 0.01% | 32 | -310,116 | -29.55% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 724,260 | 5,301 | 0.05% | 0.05% | 33 | +1,563 | 0.22% | Q4 2025 | Feb 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 11,084 | 4,984 | 1.2% | 0.06% | 34 | -25,988 | -70.1% | Q4 2025 | Feb 12, 2026 |
| Massar Capital Management, LP | History | Added to | 650,000 | 4,758 | 0.51% | 0.33% | 35 | +273,000 | 72.41% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 607,999 | 4,450 | 0.06% | 0.07% | 36 | -127,243 | -17.31% | Q4 2025 | Feb 03, 2026 |
| ALLIANZ SE | History | No change | 590,000 | 4,318 | 0.06% | 0.08% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 588,049 | 4,304 | 0.13% | 0.09% | 38 | +156,042 | 36.12% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 586,134 | 4,290 | 0.0% | 0.0% | 39 | -10,276 | -1.72% | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 557,846 | 4,083 | 0.05% | 0.03% | 40 | +159,985 | 40.21% | Q4 2025 | Feb 02, 2026 |
| Voleon Capital Management LP | History | Added to | 522,557 | 3,825 | 0.08% | 0.02% | 41 | +405,135 | 345.02% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 508,857 | 3,724 | 0.03% | 0.02% | 42 | +214,679 | 72.98% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 492,442 | 3,604 | 0.0% | — | 43 | +492,442 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 491,788 | 3,599 | 0.08% | 0.07% | 44 | +167,276 | 51.55% | Q4 2025 | Feb 12, 2026 |
| Altman Advisors, Inc. | History | Reduced | 425,735 | 3,116 | 1.17% | 1.14% | 45 | -17,428 | -3.93% | Q4 2025 | Feb 04, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 423,044 | 3,096 | 0.66% | 0.3% | 46 | +266,582 | 170.38% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 422,550 | 3,093 | 0.0% | — | 47 | +422,550 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 419,947 | 3,074 | 0.0% | 0.0% | 48 | +48,663 | 13.11% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 408,772 | 2,992 | 0.03% | 0.03% | 49 | -24,243 | -5.6% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Added to | 393,669 | 2,881 | 0.0% | 0.0% | 50 | +31,215 | 8.61% | Q4 2025 | Feb 06, 2026 |
| Ethic Inc. | History | Added to | 386,343 | 2,828 | 0.04% | 0.04% | 51 | +23,464 | 6.47% | Q4 2025 | Feb 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 381,946 | 2,795 | 0.06% | 0.06% | 52 | -12,433 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 379,442 | 2,777 | 0.04% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | Added to | 379,016 | 2,774 | 0.07% | 0.01% | 54 | +340,095 | 873.81% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 340,971 | 2,496 | 0.01% | 0.01% | 55 | +2,246 | 0.66% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Reduced | 337,766 | 2,472 | 0.0% | 0.0% | 56 | -16,060 | -4.54% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 320,486 | 2,345 | 0.0% | 0.0% | 57 | +65,301 | 25.59% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 310,727 | 2,274 | 0.0% | 0.0% | 58 | +16,650 | 5.66% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 303,538 | 2,221 | 0.04% | 0.07% | 59 | +23,604 | 8.43% | Q4 2025 | Feb 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 300,581 | 2,200 | 0.05% | — | 60 | +300,581 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 285,549 | 2,090 | 0.01% | 0.0% | 61 | +55,470 | 24.11% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 278,709 | 2,040 | 0.0% | 0.0% | 62 | -750 | -0.27% | Q4 2025 | Feb 09, 2026 |
| Trexquant Investment LP | History | Reduced | 270,095 | 1,977 | 0.02% | 0.02% | 63 | -53,772 | -16.6% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 266,642 | 1,951 | 0.0% | 0.0% | 64 | -27,329 | -9.3% | Q4 2025 | Feb 13, 2026 |
| Naviter Wealth, LLC | History | Reduced | 261,471 | 1,913 | 0.25% | 0.24% | 65 | -48,039 | -15.52% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Added to | 260,729 | 1,908 | 0.0% | 0.0% | 66 | +126,518 | 94.27% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 259,537 | 1,899 | 0.03% | 0.03% | 67 | +3,785 | 1.48% | Q4 2025 | Jan 20, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 248,409 | 1,818 | 0.0% | 0.0% | 68 | +45,044 | 22.15% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 242,231 | 1,773 | 0.05% | 0.05% | 69 | +123,792 | 104.52% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 241,211 | 1,765 | 0.0% | 0.0% | 70 | +5,102 | 2.16% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | New | 230,885 | 1,690 | 0.0% | — | 71 | +230,885 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 227,621 | 1,666 | 0.0% | 0.0% | 72 | +1,982 | 0.88% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 224,078 | 1,640 | 0.0% | 0.0% | 73 | +18,605 | 9.05% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 216,430 | 1,584 | 0.0% | 0.0% | 74 | +7,623 | 3.65% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 205,383 | 1,503 | 0.09% | — | 75 | +205,383 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 201,224 | 1,472 | 0.36% | 0.39% | 76 | -37,448 | -15.69% | Q4 2025 | Jan 12, 2026 |
| Compound Planning, Inc. | History | Added to | 198,660 | 1,454 | 0.04% | 0.04% | 77 | +27,362 | 15.97% | Q4 2025 | Feb 19, 2026 |
| Neuberger Berman Group LLC | History | Added to | 197,244 | 1,443 | 0.0% | 0.0% | 78 | +47,388 | 31.62% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 196,360 | 1,437 | 0.0% | 0.0% | 79 | -1,082 | -0.55% | Q4 2025 | Feb 18, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 195,163 | 1,428 | 0.07% | 0.06% | 80 | +5,235 | 2.76% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 186,447 | 1,364 | 0.0% | 0.0% | 81 | +15,169 | 8.86% | Q4 2025 | Mar 09, 2026 |
| ASSETMARK, INC | History | Added to | 185,649 | 1,358 | 0.0% | 0.0% | 82 | +33,020 | 21.63% | Q4 2025 | Jan 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 170,270 | 1,246 | 0.03% | 0.02% | 83 | +15,786 | 10.22% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 167,387 | 1,225 | 0.0% | 0.0% | 84 | -6,023 | -3.47% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 166,103 | 1,215 | 0.0% | 0.0% | 85 | +153,899 | 1261.05% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 165,936 | 1,214 | 0.0% | 0.0% | 86 | -150 | -0.09% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 163,247 | 1,194 | 0.03% | 0.04% | 87 | -26,082 | -13.78% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 160,924 | 1,177 | 0.01% | 0.01% | 88 | +9,441 | 6.23% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 154,479 | 1,130 | 0.0% | 0.0% | 89 | +444 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 151,725 | 1,110 | 0.02% | 0.02% | 90 | +14,247 | 10.36% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 150,025 | 1,098 | 0.0% | 0.0% | 91 | +81,875 | 120.14% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 146,532 | 1,072 | 0.0% | 0.0% | 92 | +66,561 | 83.23% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 144,437 | 1,057 | 0.01% | 0.01% | 93 | +1,864 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 138,673 | 1,056 | 0.0% | 0.0% | 94 | +32,850 | 31.04% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 139,143 | 1,018 | 0.01% | 0.01% | 95 | -81,372 | -36.9% | Q4 2025 | Jan 29, 2026 |
| Ballentine Partners, LLC | History | Added to | 138,878 | 1,016 | 0.01% | 0.01% | 96 | +1,784 | 1.3% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 137,902 | 1,014 | 0.01% | 0.01% | 97 | +30,671 | 28.6% | Q4 2025 | Jan 23, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 133,964 | 980 | 0.05% | 0.04% | 98 | +26,104 | 24.2% | Q4 2025 | Jan 21, 2026 |
| Themes Management Co LLC | History | New | 128,435 | 940 | 0.7% | — | 99 | +128,435 | New | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 126,365 | 925 | 0.01% | 0.01% | 100 | +12,256 | 10.74% | Q4 2025 | Jan 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 125,337 | 917 | 0.0% | 0.0% | 101 | -6,495 | -4.93% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 122,368 | 900 | 0.03% | 0.05% | 103 | +13,232 | 12.12% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 105,828 | 900 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 119,696 | 876 | 0.05% | 0.05% | 104 | -1,358 | -1.12% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 117,173 | 857 | 0.0% | — | 105 | +117,173 | New | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 113,636 | 831 | 0.02% | 0.01% | 106 | +856 | 0.76% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 110,327 | 807 | 0.0% | 0.0% | 107 | +15,201 | 15.98% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 100,703 | 737 | 0.02% | 0.02% | 108 | -35,410 | -26.02% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Added to | 100,392 | 734 | 0.01% | 0.0% | 109 | +39,458 | 64.76% | Q4 2025 | Jan 16, 2026 |
| West Family Investments, Inc. | History | Added to | 98,903 | 723 | 0.17% | 20.31% | 110 | +9,205 | 10.26% | Q4 2025 | Feb 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 97,625 | 714 | 0.0% | 0.0% | 111 | -8,470 | -7.98% | Q4 2025 | Jan 27, 2026 |
| SYON CAPITAL LLC | History | Added to | 95,467 | 698 | 0.03% | 0.03% | 112 | +6,784 | 7.65% | Q4 2025 | Feb 11, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 94,727 | 693 | 0.11% | 0.09% | 113 | +10,640 | 12.65% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 92,789 | 681 | 0.03% | 0.02% | 114 | +69,489 | 298.24% | Q4 2025 | Feb 12, 2026 |
| Gallacher Capital Management LLC | History | Added to | 91,321 | 668 | 0.26% | 0.24% | 115 | +299 | 0.33% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | New | 91,073 | 666 | 0.0% | — | 116 | +91,073 | New | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 89,652 | 656 | 0.03% | 0.03% | 117 | +8,149 | 10.0% | Q4 2025 | Feb 11, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 87,939 | 643 | 0.13% | 0.14% | 118 | +11,619 | 15.22% | Q4 2025 | Feb 10, 2026 |
| Aviso Financial Inc. | History | Added to | 87,796 | 642 | 0.02% | 0.02% | 119 | +1,555 | 1.8% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 87,214 | 638 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 81,284 | 631 | 0.0% | 0.0% | 121 | +12,319 | 17.86% | Q4 2025 | Jan 08, 2026 |
| CIBC Asset Management Inc | History | Added to | 85,982 | 629 | 0.0% | 0.0% | 122 | +11,476 | 15.4% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Reduced | 85,385 | 625 | 0.0% | 0.0% | 123 | -3,111 | -3.52% | Q4 2025 | Feb 12, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 82,158 | 601 | 0.06% | 0.06% | 124 | +120 | 0.15% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 79,469 | 581 | 0.03% | 0.03% | 125 | +6,392 | 8.75% | Q4 2025 | Jan 05, 2026 |
| PDS Planning, Inc | History | Added to | 78,645 | 575 | 0.04% | 0.03% | 126 | +4,322 | 5.82% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 74,884 | 548 | 0.0% | 0.0% | 127 | +63,624 | 565.04% | Q4 2025 | Mar 16, 2026 |
| Centiva Capital, LP | History | New | 74,760 | 547 | 0.0% | — | 128 | +74,760 | New | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 74,231 | 543 | 0.0% | — | 129 | +74,231 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 71,125 | 521 | 0.0% | 0.0% | 130 | -7,882 | -9.98% | Q4 2025 | Feb 05, 2026 |
| GREENLEAF TRUST | History | Added to | 69,145 | 506 | 0.0% | 0.0% | 131 | +9,785 | 16.48% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 68,427 | 500 | 0.0% | 0.0% | 132 | -4,182 | -5.76% | Q4 2025 | Feb 10, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 66,560 | 493 | 0.1% | 0.1% | 133 | -6,675 | -9.11% | Q4 2025 | Jan 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 66,674 | 488 | 0.0% | 0.0% | 134 | +16,482 | 32.84% | Q4 2025 | Jan 28, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 65,858 | 482 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 65,283 | 477 | 0.06% | 0.04% | 136 | +25,659 | 64.76% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Added to | 64,549 | 472 | 0.01% | 0.0% | 137 | +6,877 | 11.92% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 64,122 | 469 | 0.01% | 0.01% | 138 | +3,742 | 6.2% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 63,125 | 462 | 0.02% | 0.02% | 139 | +1,113 | 1.79% | Q4 2025 | Jan 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 45,680 | 457 | 0.19% | 0.14% | 140 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | Added to | 61,788 | 452 | 0.11% | 0.06% | 141 | +39,637 | 178.94% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 59,812 | 438 | 0.01% | — | 142 | +59,812 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 59,897 | 438 | 0.0% | 0.0% | 144 | +27,573 | 85.3% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 59,939 | 438 | 0.0% | 0.0% | 143 | +16,255 | 37.21% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 58,206 | 426 | 0.01% | 0.01% | 145 | +24,646 | 73.44% | Q4 2025 | Feb 09, 2026 |
| Rehmann Capital Advisory Group | History | New | 57,552 | 421 | 0.02% | — | 146 | +57,552 | New | Q4 2025 | Mar 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 53,824 | 393 | 0.0% | 0.0% | 147 | +12,047 | 28.84% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 53,715 | 393 | 0.0% | 0.0% | 148 | -710 | -1.3% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 53,707 | 393 | 0.01% | 0.01% | 149 | +564 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 53,307 | 390 | 0.0% | 0.0% | 150 | +8,392 | 18.68% | Q4 2025 | Feb 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 52,326 | 383 | 0.02% | 0.0% | 151 | +40,327 | 336.09% | Q4 2025 | Jan 22, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 52,180 | 381 | 0.01% | 0.01% | 152 | +4,837 | 10.22% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 51,919 | 380 | 0.0% | 0.0% | 153 | +7,235 | 16.19% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 51,832 | 379 | 0.05% | — | 155 | +51,832 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 51,898 | 379 | 0.0% | 0.0% | 154 | +8,931 | 20.79% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 51,158 | 374 | 0.04% | 0.04% | 156 | +1,117 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Reduced | 50,563 | 370 | 0.08% | 0.08% | 157 | -885 | -1.72% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 50,005 | 366 | 0.01% | 0.0% | 158 | +16,434 | 48.95% | Q4 2025 | Feb 09, 2026 |
| Five Oceans Advisors | History | No change | 49,492 | 362 | 0.13% | 0.12% | 159 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | New | 47,746 | 349 | 0.0% | — | 160 | +47,746 | New | Q4 2025 | Jan 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 41,356 | 349 | 0.02% | 0.02% | 161 | +2,618 | 6.76% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 46,394 | 339 | 0.0% | — | 162 | +46,394 | New | Q4 2025 | Feb 13, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 46,339 | 339 | 0.21% | 0.2% | 163 | +362 | 0.79% | Q4 2025 | Jan 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 45,800 | 335 | 0.0% | 0.0% | 164 | +361 | 0.79% | Q4 2025 | Jan 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 45,537 | 333 | 0.06% | 0.06% | 165 | +30 | 0.07% | Q4 2025 | Jan 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 44,516 | 325 | 0.01% | 0.0% | 167 | +13,338 | 42.78% | Q4 2025 | Jan 07, 2026 |
| SYM FINANCIAL Corp | History | Added to | 44,490 | 325 | 0.03% | 0.03% | 166 | +722 | 1.65% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 43,896 | 321 | 0.01% | 0.01% | 168 | -1,721 | -3.77% | Q4 2025 | Jan 22, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 43,255 | 316 | 0.02% | 0.02% | 169 | +8,488 | 24.41% | Q4 2025 | Jan 13, 2026 |
| New Republic Capital, LLC | History | Added to | 42,485 | 310 | 0.08% | 0.03% | 170 | +25,547 | 150.83% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 42,344 | 309 | 0.0% | 0.0% | 171 | +14,267 | 50.81% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 42,079 | 308 | 0.0% | 0.0% | 172 | +4,411 | 11.71% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 41,265 | 302 | 0.03% | — | 173 | +41,265 | New | Q4 2025 | Feb 05, 2026 |
| Syverson Strege & Co | History | Reduced | 40,928 | 299 | 0.07% | 0.07% | 174 | -758 | -1.82% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 40,629 | 297 | 0.0% | 0.0% | 175 | +39,654 | 4067.08% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 42,281 | 286 | 0.0% | 0.0% | 176 | +169 | 0.4% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 38,784 | 283 | 0.0% | 0.0% | 177 | -67 | -0.17% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 38,365 | 280 | 0.02% | 0.01% | 178 | +11,807 | 44.46% | Q4 2025 | Jan 13, 2026 |
| Invesco Ltd. | History | Added to | 37,757 | 276 | 0.0% | 0.0% | 179 | +11,380 | 43.14% | Q4 2025 | Feb 19, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 37,338 | 273 | 0.02% | 0.02% | 180 | +1,650 | 4.62% | Q4 2025 | Jan 29, 2026 |
| XPONANCE LLC | History | Added to | 37,098 | 271 | 0.0% | 0.0% | 181 | +3,826 | 11.5% | Q4 2025 | Feb 12, 2026 |
| EWA, LLC | History | Added to | 36,681 | 268 | 0.07% | 0.07% | 182 | +7 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 36,300 | 265 | 0.07% | 0.04% | 184 | +148 | 0.41% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 36,251 | 265 | 0.0% | 0.0% | 183 | +34 | 0.09% | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 36,083 | 264 | 0.01% | 0.01% | 185 | +74 | 0.21% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 34,881 | 255 | 0.01% | 0.01% | 186 | +1,713 | 5.16% | Q4 2025 | Feb 06, 2026 |
| Greenspring Advisors, LLC | History | New | 34,112 | 249 | 0.02% | — | 187 | +34,112 | New | Q4 2025 | Feb 10, 2026 |
| Qtron Investments LLC | History | Added to | 33,142 | 242 | 0.03% | 0.02% | 188 | +3,673 | 12.46% | Q4 2025 | Feb 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 32,678 | 239 | 0.09% | 0.08% | 189 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Reduced | 32,142 | 235 | 0.01% | 0.01% | 190 | -401 | -1.23% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,841 | 233 | 0.0% | 0.0% | 192 | -14,211 | -30.86% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,919 | 233 | 0.0% | 0.0% | 191 | +2,163 | 7.27% | Q4 2025 | Jan 26, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 31,268 | 228 | 0.07% | — | 193 | +31,268 | New | Q4 2025 | Jan 29, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 30,916 | 226 | 0.08% | — | 194 | +30,916 | New | Q4 2025 | Feb 12, 2026 |
| Cromwell Holdings LLC | History | No change | 30,429 | 222 | 0.12% | 0.11% | 195 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | New | 30,146 | 220 | 0.0% | — | 197 | +30,146 | New | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | Reduced | 30,170 | 220 | 0.01% | 0.0% | 196 | -15,859 | -34.45% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 29,877 | 218 | 0.0% | 0.0% | 198 | +14,280 | 91.56% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 28,004 | 217 | 0.01% | 0.01% | 199 | +3,339 | 13.54% | Q4 2025 | Jan 08, 2026 |
| Tidal Investments LLC | History | Reduced | 29,632 | 216 | 0.0% | 0.0% | 200 | -1,116 | -3.63% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 29,020 | 212 | 0.0% | 0.0% | 201 | +10,191 | 54.12% | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 28,953 | 211 | 0.0% | 0.01% | 202 | -12,784 | -30.63% | Q4 2025 | Jan 16, 2026 |
| Baldwin Investment Management, LLC | History | No change | 28,800 | 210 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| a16z Perennial Management, L.P. | History | Added to | 28,598 | 209 | 0.02% | 0.01% | 205 | +10,779 | 60.49% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 28,535 | 209 | 0.0% | 0.0% | 204 | +3,381 | 13.44% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,639 | 202 | 0.0% | 0.0% | 206 | +16,664 | 151.84% | Q4 2025 | Feb 17, 2026 |
| Frec Markets, Inc. | History | New | 27,481 | 201 | 0.06% | — | 207 | +27,481 | New | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 27,276 | 199 | 0.0% | — | 208 | +27,276 | New | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 26,880 | 196 | 0.0% | — | 209 | +26,880 | New | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,581 | 194 | 0.0% | 0.0% | 211 | +3,608 | 15.71% | Q4 2025 | Feb 13, 2026 |
| Calydon Capital | History | Added to | 26,543 | 194 | 0.03% | 0.03% | 210 | +1,555 | 6.22% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,006 | 190 | 0.0% | 0.0% | 212 | +12,139 | 87.54% | Q4 2025 | Feb 12, 2026 |
| Ellevest, Inc. | History | Added to | 25,441 | 186 | 0.03% | 0.02% | 213 | +3,317 | 14.99% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,436 | 186 | 0.0% | 0.0% | 214 | +214 | 0.85% | Q4 2025 | Feb 18, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 25,404 | 185 | 0.0% | 0.0% | 215 | +2,753 | 12.15% | Q4 2025 | Feb 10, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 24,714 | 180 | 0.01% | 0.01% | 216 | +801 | 3.35% | Q4 2025 | Feb 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 24,501 | 179 | 0.0% | 0.0% | 217 | +638 | 2.67% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | Added to | 23,718 | 173 | 0.0% | 0.0% | 218 | +7,121 | 42.91% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 23,497 | 171 | 0.02% | 0.02% | 219 | +1,025 | 4.56% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 23,128 | 169 | 0.0% | — | 220 | +23,128 | New | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 22,640 | 165 | 0.0% | 0.0% | 221 | +1,380 | 6.49% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 22,502 | 164 | 0.01% | 0.01% | 222 | +2,450 | 12.22% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 22,275 | 163 | 0.0% | 0.0% | 223 | -118 | -0.53% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,836 | 159 | 0.0% | 0.0% | 224 | +2,013 | 10.15% | Q4 2025 | Feb 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 21,676 | 158 | 0.04% | — | 226 | +21,676 | New | Q4 2025 | Mar 03, 2026 |
| Nilsine Partners, LLC | History | Added to | 21,594 | 158 | 0.01% | 0.01% | 225 | +1,078 | 5.25% | Q4 2025 | Jan 15, 2026 |
| Clarius Group, LLC | History | No change | 21,181 | 155 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 21,151 | 154 | 0.03% | 0.02% | 228 | +1,279 | 6.44% | Q4 2025 | Jan 07, 2026 |
| 55 North Private Wealth, LLC | History | New | 20,866 | 152 | 0.04% | — | 229 | +20,866 | New | Q4 2025 | Jan 27, 2026 |
| Independent Advisor Alliance | History | Added to | 20,140 | 147 | 0.0% | 0.0% | 230 | +9,792 | 94.63% | Q4 2025 | Feb 04, 2026 |
| INGALLS & SNYDER LLC | History | No change | 20,000 | 146 | 0.01% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 19,651 | 143 | 0.0% | 0.0% | 232 | +3,168 | 19.22% | Q4 2025 | Feb 06, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 19,272 | 141 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,232 | 140 | 0.0% | 0.0% | 234 | +859 | 4.68% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Added to | 18,699 | 136 | 0.0% | 0.0% | 235 | +142 | 0.77% | Q4 2025 | Jan 20, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 17,807 | 131 | 0.0% | 0.0% | 236 | +2,799 | 18.65% | Q4 2025 | Feb 05, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 17,836 | 130 | 0.03% | 0.03% | 237 | +62 | 0.35% | Q4 2025 | Feb 09, 2026 |
| Hilltop National Bank | History | New | 17,588 | 128 | 0.03% | — | 239 | +17,588 | New | Q4 2025 | Jan 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,564 | 128 | 0.0% | 0.0% | 238 | +6,310 | 56.07% | Q4 2025 | Feb 18, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 16,090 | 125 | 0.01% | 0.01% | 240 | +570 | 3.67% | Q4 2025 | Jan 22, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 17,108 | 125 | 0.09% | 0.08% | 241 | +362 | 2.16% | Q4 2025 | Jan 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 16,713 | 122 | 0.04% | 0.01% | 242 | +3,965 | 31.1% | Q4 2025 | Jan 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 16,280 | 119 | 0.0% | 0.0% | 243 | +2,043 | 14.35% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,986 | 117 | 0.0% | 0.0% | 244 | +6,836 | 74.71% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 15,914 | 116 | 0.0% | 0.0% | 245 | -2,820 | -15.05% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 15,680 | 114 | 0.0% | — | 246 | +15,680 | New | Q4 2025 | Feb 13, 2026 |
| Canopy Partners, LLC | History | Added to | 15,190 | 111 | 0.04% | 0.03% | 247 | +2,121 | 16.23% | Q4 2025 | Feb 12, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 15,116 | 110 | 0.02% | 0.02% | 248 | -2,053 | -11.96% | Q4 2025 | Feb 13, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 15,000 | 109 | 0.09% | — | 249 | +15,000 | New | Q4 2025 | Feb 02, 2026 |
| Prospect Financial Group LLC | History | No change | 14,766 | 108 | 0.1% | 0.1% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 14,665 | 107 | 0.0% | 0.0% | 251 | -259,950 | -94.66% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 14,641 | 107 | 0.04% | 0.04% | 252 | +646 | 4.62% | Q4 2025 | Jan 08, 2026 |
| HSBC HOLDINGS PLC | History | New | 14,599 | 106 | 0.0% | — | 253 | +14,599 | New | Q4 2025 | Mar 20, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 14,250 | 104 | 0.02% | 0.02% | 255 | +775 | 5.75% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 14,344 | 104 | 0.0% | 0.0% | 254 | -466 | -3.15% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 14,141 | 103 | 0.0% | — | 256 | +14,141 | New | Q4 2025 | Feb 06, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 14,080 | 103 | 0.02% | 0.01% | 257 | +2,718 | 23.92% | Q4 2025 | Jan 30, 2026 |
| May Hill Capital, LLC | History | New | 13,962 | 102 | 0.01% | — | 260 | +13,962 | New | Q4 2025 | Feb 05, 2026 |
| Crestwood Advisors Group, LLC | History | New | 13,936 | 102 | 0.0% | — | 258 | +13,936 | New | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 13,971 | 102 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,913 | 101 | 0.0% | 0.0% | 261 | +163 | 1.19% | Q4 2025 | Feb 17, 2026 |
| 71 West Capital Partners | History | New | 13,747 | 100 | 0.0% | — | 263 | +13,747 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 13,743 | 100 | 0.0% | 0.0% | 262 | +3,502 | 34.2% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 13,627 | 99 | 0.0% | 0.0% | 264 | -12,827 | -48.49% | Q4 2025 | Feb 17, 2026 |
| Western Financial Corp/CA | History | Reduced | 13,575 | 99 | 0.04% | 0.04% | 265 | -213 | -1.54% | Q4 2025 | Jan 21, 2026 |
| August Group Capital Ltd | History | New | 13,477 | 98 | 0.11% | — | 267 | +13,477 | New | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,467 | 98 | 0.0% | — | 266 | +13,467 | New | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,118 | 96 | 0.0% | 0.0% | 268 | -3,353 | -20.36% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 13,020 | 95 | 0.01% | — | 269 | +13,020 | New | Q4 2025 | Jan 12, 2026 |
| Klingman & Associates, LLC | History | New | 12,796 | 93 | 0.0% | — | 270 | +12,796 | New | Q4 2025 | Jan 29, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 12,785 | 93 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | New | 12,600 | 92 | 0.01% | — | 272 | +12,600 | New | Q4 2025 | Feb 11, 2026 |
| Avestar Capital, LLC | History | Reduced | 12,374 | 90 | 0.01% | 0.01% | 273 | -288 | -2.27% | Q4 2025 | Feb 10, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 12,043 | 88 | 0.07% | 0.1% | 274 | -6,500 | -35.05% | Q4 2025 | Jan 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 12,158 | 88 | 0.0% | 0.0% | 275 | -728 | -5.65% | Q4 2025 | Feb 19, 2026 |
| Sunpointe, LLC | History | No change | 11,932 | 87 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 11,748 | 85 | 0.0% | — | 277 | +11,748 | New | Q4 2025 | Feb 05, 2026 |
| Inscription Capital, LLC | History | Added to | 11,644 | 85 | 0.01% | 0.01% | 278 | +12 | 0.1% | Q4 2025 | Jan 29, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 11,508 | 84 | 0.01% | — | 279 | +11,508 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisory Group LLC | History | No change | 11,466 | 83 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | New | 11,218 | 82 | 0.0% | — | 281 | +11,218 | New | Q4 2025 | Jan 16, 2026 |
| Squarepoint Ops LLC | History | New | 11,180 | 81 | 0.0% | — | 282 | +11,180 | New | Q4 2025 | Feb 13, 2026 |
| Brucke Financial, Inc. | History | New | 11,094 | 81 | 0.04% | — | 283 | +11,094 | New | Q4 2025 | Jan 12, 2026 |
| Sepio Capital, LP | History | New | 10,932 | 80 | 0.0% | — | 284 | +10,932 | New | Q4 2025 | Feb 12, 2026 |
| Newport Capital Group, LLC | History | New | 10,879 | 79 | 0.05% | — | 285 | +10,879 | New | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 10,545 | 77 | 0.0% | — | 286 | +10,545 | New | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 10,545 | 77 | 0.0% | 0.0% | 287 | -204 | -1.9% | Q4 2025 | Feb 04, 2026 |
| SIERRA OCEAN, LLC | History | No change | 10,634 | 77 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 10,419 | 76 | 0.04% | — | 290 | +10,419 | New | Q4 2025 | Jan 27, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 10,494 | 76 | 0.01% | 0.01% | 289 | -163 | -1.53% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 10,309 | 75 | 0.0% | — | 291 | +10,309 | New | Q4 2025 | Jan 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 10,256 | 75 | 0.01% | 0.01% | 292 | -2,126 | -17.17% | Q4 2025 | Jan 09, 2026 |
| Manchester Capital Management LLC | History | Added to | 10,243 | 74 | 0.01% | 0.0% | 293 | +8,946 | 689.75% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,100 | 73 | 0.0% | 0.0% | 294 | -300 | -2.88% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 9,811 | 72 | 0.0% | 0.0% | 295 | +1,910 | 24.17% | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 9,109 | 66 | 0.0% | 0.0% | 296 | -7,030 | -43.56% | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 8,551 | 62 | 0.0% | 0.0% | 297 | +6,430 | 303.16% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,239 | 60 | 0.0% | 0.0% | 298 | +2,565 | 45.21% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,687 | 48 | 0.0% | — | 300 | +6,687 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6,598 | 48 | 0.0% | 0.0% | 299 | +143 | 2.22% | Q4 2025 | Feb 10, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 6,107 | 44 | 0.03% | 0.03% | 301 | -576 | -8.62% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 5,814 | 42 | 0.0% | 0.0% | 302 | +1,368 | 30.77% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 4,761 | 36 | 0.0% | 0.0% | 303 | +601 | 14.45% | Q4 2025 | Jan 28, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,853 | 35 | 0.0% | 0.01% | 304 | -65,287 | -93.08% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Added to | 4,863 | 35 | 0.01% | 0.01% | 305 | +734 | 17.78% | Q4 2025 | Jan 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,524 | 33 | 0.0% | 0.0% | 306 | +3,522 | 351.5% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,249 | 31 | 0.0% | 0.0% | 307 | -2,200 | -34.11% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,330 | 31 | 0.0% | 0.0% | 309 | +1,825 | 72.85% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,268 | 31 | 0.0% | 0.0% | 308 | -335 | -7.28% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,044 | 29 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,113 | 22 | 0.0% | 0.0% | 311 | -930 | -23.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 2,519 | 21 | 0.0% | — | 313 | +2,519 | New | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Added to | 2,998 | 21 | 0.0% | 0.0% | 314 | +372 | 14.17% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 2,952 | 21 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,852 | 20 | 0.0% | — | 315 | +2,852 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,353 | 17 | 0.0% | 0.0% | 316 | -396 | -14.41% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,350 | 17 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,187 | 16 | 0.0% | — | 319 | +2,187 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,947 | 16 | 0.0% | 0.0% | 318 | +318 | 19.52% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 2,101 | 15 | 0.0% | — | 321 | +2,101 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,161 | 15 | 0.0% | 0.0% | 322 | +1,135 | 110.62% | Q4 2025 | Feb 24, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,178 | 15 | 0.0% | 0.01% | 323 | +512 | 30.73% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 2,155 | 15 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,890 | 13 | 0.0% | 0.0% | 326 | +200 | 11.83% | Q4 2025 | Jan 22, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,779 | 13 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,891 | 13 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,744 | 12 | 0.0% | 0.0% | 327 | +36 | 2.11% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,587 | 11 | 0.0% | 0.0% | 329 | +166 | 11.68% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,601 | 11 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | New | 1,339 | 9 | 0.0% | — | 333 | +1,339 | New | Q4 2025 | Feb 05, 2026 |
| Global Trust Asset Management, LLC | History | New | 1,326 | 9 | 0.0% | — | 331 | +1,326 | New | Q4 2025 | Jan 20, 2026 |
| SHP Wealth Management | History | New | 1,292 | 9 | 0.0% | — | 332 | +1,292 | New | Q4 2025 | Mar 04, 2026 |
| Ancora Advisors LLC | History | New | 1,261 | 9 | 0.0% | — | 330 | +1,261 | New | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,208 | 8 | 0.0% | — | 335 | +1,208 | New | Q4 2025 | Feb 09, 2026 |
| Smithfield Trust Co | History | New | 1,051 | 8 | 0.0% | — | 334 | +1,051 | New | Q4 2025 | Feb 09, 2026 |
| Bangor Savings Bank | History | New | 1,075 | 7 | 0.0% | — | 336 | +1,075 | New | Q4 2025 | Jan 16, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,057 | 7 | 0.0% | — | 338 | +1,057 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 993 | 7 | 0.0% | 0.0% | 337 | -242 | -19.6% | Q4 2025 | Jan 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,000 | 7 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 926 | 6 | 0.0% | — | 340 | +926 | New | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | New | 912 | 6 | 0.0% | — | 341 | +912 | New | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | New | 809 | 5 | 0.0% | — | 344 | +809 | New | Q4 2025 | Jan 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 798 | 5 | 0.0% | — | 342 | +798 | New | Q4 2025 | Feb 03, 2026 |
| Bravera Wealth | History | New | 689 | 5 | 0.0% | — | 346 | +689 | New | Q4 2025 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 765 | 5 | 0.0% | 0.0% | 343 | +130 | 20.47% | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 698 | 5 | 0.0% | 0.0% | 345 | +37 | 5.6% | Q4 2025 | Feb 10, 2026 |
| Piscataqua Savings Bank | History | New | 611 | 4 | 0.0% | — | 349 | +611 | New | Q4 2025 | Jan 16, 2026 |
| North Star Investment Management Corp. | History | New | 603 | 4 | 0.0% | — | 347 | +603 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 604 | 4 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Independence Bank of Kentucky | History | New | 433 | 3 | 0.0% | — | 355 | +433 | New | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | New | 412 | 3 | 0.0% | — | 352 | +412 | New | Q4 2025 | Feb 11, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 435 | 3 | 0.0% | 0.0% | 353 | +187 | 75.4% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | No change | 501 | 3 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 488 | 3 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crewe Advisors LLC | History | No change | 477 | 3 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | New | 403 | 2 | 0.0% | — | 362 | +403 | New | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 397 | 2 | 0.0% | — | 358 | +397 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Financial Management LLC | History | New | 393 | 2 | 0.0% | — | 365 | +393 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 379 | 2 | 0.0% | — | 364 | +379 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 347 | 2 | 0.0% | — | 363 | +268 | 339.24% | Q4 2025 | Jan 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 370 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | No change | 320 | 2 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 316 | 2 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 361 | 2 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| JNBA Financial Advisors | History | New | 248 | 1 | 0.0% | — | 372 | +248 | New | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | New | 238 | 1 | 0.0% | — | 375 | +238 | New | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | New | 232 | 1 | 0.0% | — | 373 | +232 | New | Q4 2025 | Jan 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 213 | 1 | 0.0% | — | 368 | +213 | New | Q4 2025 | Jan 08, 2026 |
| Kilter Group LLC | History | New | 212 | 1 | 0.0% | — | 376 | +212 | New | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | New | 196 | 1 | 0.0% | — | 367 | +196 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 223 | 1 | 0.0% | — | 366 | +99 | 79.84% | Q4 2025 | Feb 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 259 | 1 | 0.0% | 0.0% | 371 | -91 | -26.0% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 165 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 229 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| American Capital Advisory, LLC | History | No change | 178 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 20.73% | — | -666,610 | -100.0% | Q3 2025 | Dec 09, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -530,330 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CTC Alternative Strategies, Ltd. | History | Closed out | 0 | 0 | — | 3.29% | — | -60,500 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -35,626 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perfromance Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,078 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Te Ahumairangi Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -30,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,889 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Carter Financial Group, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -22,118 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,555 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,338 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,989 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,124 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,480 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,529 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,183 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,384 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,183 | -100.0% | Q3 2025 | Nov 14, 2025 |
| International Private Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,858 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,569 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brio Consultants, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,338 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PFW Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,414 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,215 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,723 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -567 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -465 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 133 | 0 | — | — | — | +133 | New | Q4 2025 | Feb 23, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -98 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TD Capital Management LLC | History | New | 85 | 0 | — | — | — | +85 | New | Q4 2025 | Feb 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 96 | 0 | — | 0.0% | — | -81 | -45.76% | Q4 2025 | Feb 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -76 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 71 | 0 | — | — | — | +71 | New | Q4 2025 | Jan 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 45 | 0 | — | — | — | -21 | -31.82% | Q4 2025 | Jan 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 10, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| ST GERMAIN D J CO INC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Abound Wealth Management | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wealth Watch Advisors, INC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |