MGE ENERGY INC - MGEE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 59 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,719,942 | 448,557 | 0.01% | 0.01% | 1 | +60,226 | 1.06% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,551,130 | 356,899 | 0.01% | 0.01% | 2 | -3,609 | -0.08% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 1,893,153 | 148,461 | 0.0% | 0.01% | 3 | -31,491 | -1.64% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 921,952 | 72,315 | 0.0% | 0.0% | 4 | +3,692 | 0.4% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 722,349 | 56,646 | 0.03% | 0.04% | 5 | -29,261 | -3.89% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 687,309 | 53,899 | 0.01% | 0.01% | 6 | -18,469 | -2.62% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 455,942 | 35,754 | 0.03% | 0.03% | 7 | -55,440 | -10.84% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 421,487 | 33,053 | 0.01% | 0.01% | 8 | -5,685 | -1.33% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 352,121 | 27,613 | 0.0% | 0.0% | 9 | -20,634 | -5.54% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 328,610 | 25,769 | 0.0% | 0.0% | 10 | -9,662 | -2.86% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 318,652 | 24,988 | 0.0% | 0.01% | 11 | -23,936 | -6.99% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 271,200 | 21,267 | 0.14% | — | 12 | +271,200 | New | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 263,610 | 20,672 | 0.02% | 0.01% | 13 | +101,393 | 62.5% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 258,976 | 20,309 | 0.14% | 0.16% | 14 | -33,374 | -11.42% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 216,173 | 16,952 | 0.0% | 0.0% | 15 | +18,877 | 9.57% | Q4 2025 | Mar 25, 2026 |
| Legal & General Group Plc | History | Added to | 201,525 | 15,803 | 0.0% | 0.0% | 16 | +384 | 0.19% | Q4 2025 | Feb 09, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Added to | 195,596 | 15,339 | 3.32% | 2.28% | 17 | +60,037 | 44.29% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 174,484 | 13,683 | 0.01% | 0.01% | 18 | -2,122 | -1.2% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | Added to | 159,491 | 12,507 | 0.0% | 0.0% | 19 | +480 | 0.3% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 126,437 | 9,915 | 0.03% | 0.04% | 20 | -16,083 | -11.28% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 109,158 | 8,560 | 0.01% | 0.0% | 21 | +73,482 | 205.97% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 109,089 | 8,554 | 0.0% | 0.0% | 22 | -9,662 | -8.14% | Q4 2025 | Feb 19, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 105,111 | 8,242 | 0.02% | 38.11% | 23 | +7,591 | 7.78% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 90,149 | 7,069 | 0.0% | 0.0% | 24 | -53,736 | -37.35% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 84,240 | 6,606 | 0.01% | 0.01% | 25 | -3,212 | -3.67% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 83,784 | 6,570 | 0.01% | 0.01% | 26 | +3,026 | 3.75% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 82,454 | 6,466 | 0.01% | 0.01% | 27 | +2,139 | 2.66% | Q4 2025 | Feb 06, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Reduced | 80,501 | 6,312 | 0.05% | 0.06% | 28 | -3,235 | -3.86% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 74,746 | 5,861 | 0.03% | 0.03% | 29 | -259 | -0.35% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 74,637 | 5,853 | 0.01% | 0.01% | 30 | -12,057 | -13.91% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 72,050 | 5,650 | 0.0% | 0.0% | 31 | +1,200 | 1.69% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 68,786 | 5,394 | 0.0% | 0.0% | 32 | -4,864 | -6.6% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 68,710 | 5,388 | 0.0% | 0.0% | 33 | -4,267 | -5.85% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 66,450 | 5,211 | 0.0% | 0.0% | 34 | -490 | -0.73% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 66,205 | 5,191 | 0.0% | 0.0% | 35 | +17,435 | 35.75% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 60,777 | 4,766 | 0.0% | 0.0% | 36 | +24,997 | 69.86% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 58,221 | 4,565 | 0.0% | 0.0% | 37 | -49,603 | -46.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 53,665 | 4,208 | 0.0% | 0.0% | 38 | -31,035 | -36.64% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,117 | 4,008 | 0.0% | 0.0% | 39 | +12,605 | 32.73% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 47,160 | 3,698 | 0.07% | 0.13% | 40 | -22,633 | -32.43% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 46,300 | 3,630 | 0.01% | 0.0% | 41 | +2,900 | 6.68% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 46,055 | 3,612 | 0.0% | 0.0% | 42 | +5,621 | 13.9% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 42,899 | 3,364 | 0.0% | 0.0% | 43 | +2,484 | 6.15% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 42,106 | 3,301 | 0.0% | 0.0% | 44 | +1,187 | 2.9% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,412 | 3,169 | 0.0% | 0.0% | 45 | +1,061 | 2.7% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 40,200 | 3,152 | 0.0% | 0.0% | 46 | -303 | -0.75% | Q4 2025 | Jan 30, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 35,414 | 2,777 | 0.01% | 0.01% | 47 | -164 | -0.46% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 35,133 | 2,755 | 0.0% | 0.0% | 48 | +1,644 | 4.91% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 34,189 | 2,681 | 0.0% | 0.0% | 49 | -2,580 | -7.02% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 32,475 | 2,546 | 0.0% | 0.0% | 50 | +1,227 | 3.93% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 31,749 | 2,489 | 0.0% | 0.0% | 51 | +17,323 | 120.08% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 31,160 | 2,444 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 28,985 | 2,273 | 0.41% | 0.49% | 53 | -543 | -1.84% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 27,777 | 2,178 | 0.0% | 0.0% | 54 | -2,512 | -8.29% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 27,338 | 2,143 | 0.1% | 0.1% | 55 | -3,588 | -11.6% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 27,074 | 2,123 | 0.05% | 0.06% | 56 | -204 | -0.75% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,598 | 2,086 | 0.0% | 0.0% | 57 | -7,881 | -22.86% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 26,252 | 2,058 | 0.01% | 0.01% | 58 | +1,204 | 4.81% | Q4 2025 | Jan 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 25,826 | 2,025 | 0.0% | 0.01% | 59 | -3,998 | -13.41% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 25,670 | 2,013 | 0.02% | 0.02% | 60 | +3,882 | 17.82% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,109 | 1,969 | 0.0% | 0.0% | 61 | -3,744 | -12.98% | Q4 2025 | Feb 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 24,877 | 1,950 | 0.02% | 0.02% | 62 | -311 | -1.23% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 24,048 | 1,885 | 0.01% | 0.02% | 63 | +387 | 1.64% | Q4 2025 | Jan 14, 2026 |
| Magellan Asset Management Ltd | History | Added to | 23,793 | 1,865 | 0.02% | 0.02% | 64 | +350 | 1.49% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,780 | 1,864 | 0.01% | 0.01% | 65 | +17,161 | 259.27% | Q4 2025 | Jan 26, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 22,382 | 1,755 | 0.0% | 0.0% | 66 | +13,810 | 161.11% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,316 | 1,750 | 0.0% | 0.0% | 67 | -37,978 | -62.99% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 21,178 | 1,660 | 0.0% | 0.0% | 68 | +159 | 0.76% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,685 | 1,622 | 0.01% | 0.01% | 69 | -980 | -4.52% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,437 | 1,602 | 0.02% | 0.02% | 70 | +1,219 | 6.34% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 19,883 | 1,559 | 0.01% | 0.0% | 71 | -2,027 | -9.25% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,776 | 1,550 | 0.02% | 0.02% | 72 | +273 | 1.4% | Q4 2025 | Jan 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 18,110 | 1,420 | 0.0% | — | 73 | +18,110 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 17,963 | 1,408 | 0.01% | — | 74 | +17,963 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,200 | 1,348 | 0.0% | — | 75 | +17,200 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,170 | 1,346 | 0.0% | 0.0% | 76 | +13 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,700 | 1,309 | 0.02% | 0.02% | 77 | -100 | -0.6% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,376 | 1,284 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 16,009 | 1,278 | 0.0% | 0.0% | 79 | +925 | 6.13% | Q4 2025 | Feb 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 16,246 | 1,274 | 0.0% | — | 80 | +16,246 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 16,074 | 1,260 | 0.0% | 0.0% | 81 | +8,883 | 123.53% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 15,908 | 1,247 | 0.01% | 0.01% | 82 | +7,048 | 79.55% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 15,663 | 1,228 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 14,404 | 1,129 | 0.01% | — | 84 | +14,404 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 14,237 | 1,116 | 0.0% | 0.0% | 85 | +662 | 4.88% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 13,887 | 1,089 | 0.01% | 0.01% | 86 | -866 | -5.87% | Q4 2025 | Feb 12, 2026 |
| Park Capital Management, LLC / WI | History | Reduced | 13,459 | 1,055 | 0.76% | 0.91% | 87 | -8 | -0.06% | Q4 2025 | Jan 20, 2026 |
| HENNESSY ADVISORS INC | History | No change | 13,279 | 1,041 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 13,216 | 1,036 | 0.09% | 0.14% | 89 | -6,128 | -31.68% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 13,127 | 1,029 | 0.02% | 0.02% | 90 | -293 | -2.18% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 11,982 | 1,008 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,766 | 1,001 | 0.0% | 0.0% | 92 | +3,389 | 36.14% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,528 | 982 | 0.0% | 0.0% | 93 | +3,914 | 45.44% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,508 | 980 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 12,459 | 977 | 0.01% | 0.01% | 95 | +207 | 1.69% | Q4 2025 | Feb 10, 2026 |
| KLCM Advisors, Inc. | History | No change | 12,225 | 958 | 0.08% | 0.1% | 96 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Reduced | 11,872 | 930 | 0.0% | 0.0% | 97 | -2,071 | -14.85% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | Added to | 11,490 | 901 | 0.0% | 0.0% | 98 | +2,485 | 27.6% | Q4 2025 | Jan 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 11,194 | 877 | 0.0% | 0.0% | 99 | -345 | -2.99% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,035 | 865 | 0.05% | 0.06% | 100 | +65 | 0.59% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 10,897 | 854 | 0.01% | 0.02% | 101 | -253 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 10,702 | 839 | 0.02% | — | 102 | +10,702 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,665 | 836 | 0.0% | 0.0% | 103 | -3,452 | -24.45% | Q4 2025 | Feb 18, 2026 |
| AMALGAMATED BANK | History | Added to | 10,629 | 834 | 0.01% | 0.01% | 104 | +46 | 0.43% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,624 | 833 | 0.0% | 0.0% | 105 | +1,030 | 10.74% | Q4 2025 | Feb 17, 2026 |
| Goldstein Advisors, LLC | History | Added to | 10,421 | 817 | 0.09% | 0.11% | 106 | +7 | 0.07% | Q4 2025 | Feb 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 10,377 | 813 | 0.05% | 0.12% | 107 | -1,206 | -10.41% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 10,330 | 810 | 0.0% | 0.0% | 108 | -1,895 | -15.5% | Q4 2025 | Jan 26, 2026 |
| Arizona State Retirement System | History | Reduced | 10,226 | 801 | 0.0% | 0.0% | 109 | -543 | -5.04% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,213 | 800 | 0.01% | 0.01% | 110 | -14 | -0.14% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,149 | 795 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,128 | 792 | 0.0% | 0.0% | 112 | -172 | -1.67% | Q4 2025 | Jan 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,892 | 785 | 0.01% | 0.01% | 113 | -1,399 | -12.39% | Q4 2025 | Jan 21, 2026 |
| MBE Wealth Management, LLC | History | Added to | 9,891 | 775 | 0.32% | 0.36% | 114 | +13 | 0.13% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,864 | 773 | 0.0% | 0.0% | 115 | -334 | -3.28% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 9,679 | 759 | 0.0% | 0.0% | 116 | -3,498 | -26.55% | Q4 2025 | Feb 13, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 9,235 | 724 | 0.26% | 0.28% | 117 | -34 | -0.37% | Q4 2025 | Feb 09, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 9,154 | 718 | 0.01% | 0.01% | 118 | -1,230 | -11.85% | Q4 2025 | Jan 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 9,047 | 709 | 0.01% | 0.01% | 119 | +2,066 | 29.59% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 9,032 | 708 | 0.01% | 0.03% | 120 | -6,918 | -43.37% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 8,700 | 682 | 0.0% | 0.0% | 121 | -100 | -1.14% | Q4 2025 | Jan 30, 2026 |
| Laurion Capital Management LP | History | New | 8,694 | 681 | 0.03% | — | 122 | +8,694 | New | Q4 2025 | Feb 17, 2026 |
| FORM Wealth Advisors, LLC | History | New | 8,550 | 670 | 0.08% | — | 123 | +8,550 | New | Q4 2025 | Jan 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,361 | 655 | 0.01% | 0.01% | 124 | +168 | 2.05% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 8,341 | 654 | 0.0% | 0.0% | 125 | -497 | -5.62% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 7,986 | 626 | 0.0% | 0.0% | 126 | -19,867 | -71.33% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 7,930 | 621 | 0.24% | 0.26% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 7,799 | 611 | 0.03% | 0.05% | 128 | -473 | -5.72% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,710 | 604 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,643 | 599 | 0.08% | — | 130 | +7,643 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 7,431 | 582 | 0.0% | — | 131 | +7,431 | New | Q4 2025 | Feb 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 7,418 | 581 | 0.1% | — | 132 | +7,418 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,975 | 547 | 0.0% | 0.0% | 133 | -1,267 | -15.37% | Q4 2025 | Feb 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 6,906 | 541 | 0.0% | — | 134 | +6,906 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 6,800 | 533 | 0.0% | — | 135 | +6,800 | New | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 6,792 | 532 | 0.07% | 0.08% | 136 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,768 | 530 | 0.0% | 0.0% | 137 | +3,487 | 106.28% | Q4 2025 | Mar 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,736 | 528 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 6,644 | 521 | 0.0% | 0.0% | 139 | +2,700 | 68.46% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,639 | 520 | 0.0% | — | 140 | +6,639 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Partners, LLC | History | New | 6,626 | 519 | 0.58% | — | 142 | +6,626 | New | Q4 2025 | Jan 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,622 | 519 | 0.0% | 0.0% | 141 | -545 | -7.6% | Q4 2025 | Jan 29, 2026 |
| Trust Point Inc. | History | Added to | 6,595 | 517 | 0.04% | 0.04% | 143 | +17 | 0.26% | Q4 2025 | Jan 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 6,428 | 504 | 0.0% | 0.01% | 144 | -2,180 | -25.33% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,361 | 498 | 0.0% | 0.0% | 145 | +1,175 | 22.66% | Q4 2025 | Feb 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 6,343 | 497 | 0.0% | 0.0% | 146 | -71 | -1.11% | Q4 2025 | Feb 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 6,284 | 492 | 0.02% | 0.02% | 147 | +20 | 0.32% | Q4 2025 | Feb 09, 2026 |
| Independent Advisor Alliance | History | Added to | 6,271 | 491 | 0.01% | 0.01% | 148 | +4 | 0.06% | Q4 2025 | Feb 04, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 6,252 | 490 | 0.04% | 0.34% | 149 | -38,130 | -85.91% | Q4 2025 | Feb 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 5,989 | 470 | 0.0% | 0.0% | 150 | -124 | -2.03% | Q4 2025 | Jan 28, 2026 |
| Inspire Investing, LLC | History | Added to | 5,953 | 466 | 0.04% | 0.04% | 151 | +576 | 10.71% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 5,587 | 438 | 0.0% | 0.0% | 152 | +1,705 | 43.92% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 5,321 | 417 | 0.01% | 0.01% | 153 | +68 | 1.29% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 5,200 | 407 | 0.0% | — | 154 | +5,200 | New | Q4 2025 | Feb 17, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 5,056 | 396 | 0.12% | — | 155 | +5,056 | New | Q4 2025 | Feb 09, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 5,025 | 394 | 0.19% | 0.23% | 156 | -190 | -3.64% | Q4 2025 | Jan 23, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 4,960 | 388 | 0.02% | 0.02% | 157 | -138 | -2.71% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,760 | 373 | 0.0% | 0.0% | 158 | -401 | -7.77% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,671 | 366 | 0.0% | 0.0% | 159 | +181 | 4.03% | Q4 2025 | Feb 06, 2026 |
| Morningstar Investment Management LLC | History | No change | 4,631 | 363 | 0.02% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,546 | 356 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 4,526 | 354 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,441 | 348 | 0.01% | 0.01% | 163 | +169 | 3.96% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,384 | 343 | 0.0% | 0.0% | 164 | -2,818 | -39.13% | Q4 2025 | Feb 11, 2026 |
| RMG Wealth Management LLC | History | Reduced | 4,285 | 341 | 0.04% | 0.06% | 166 | -527 | -10.95% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,353 | 341 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,235 | 332 | 0.0% | 0.0% | 168 | -125 | -2.87% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,241 | 332 | 0.0% | 0.0% | 167 | -85 | -1.96% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 4,200 | 329 | 0.0% | 0.0% | 170 | -10,800 | -72.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,208 | 329 | 0.0% | — | 169 | +4,208 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,174 | 327 | 0.0% | 0.0% | 172 | -10,310 | -71.18% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,177 | 327 | 0.0% | 0.0% | 171 | +84 | 2.05% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 4,109 | 322 | 0.02% | 0.02% | 173 | +72 | 1.78% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,022 | 315 | 0.0% | 0.0% | 174 | +435 | 12.13% | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,853 | 302 | 0.0% | 0.0% | 175 | +99 | 2.64% | Q4 2025 | Jan 30, 2026 |
| Legacy Private Trust Co. | History | No change | 3,792 | 297 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 3,671 | 287 | 0.02% | — | 177 | +3,671 | New | Q4 2025 | Feb 12, 2026 |
| GuidedMoney, LLC | History | New | 3,640 | 285 | 0.15% | — | 178 | +3,640 | New | Q4 2025 | Feb 23, 2026 |
| Cerity Partners LLC | History | Reduced | 3,450 | 270 | 0.0% | 0.0% | 179 | -773 | -18.3% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 3,423 | 268 | 0.0% | — | 180 | +3,423 | New | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 3,360 | 263 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Security National Bank | History | No change | 3,269 | 256 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Annex Advisory Services, LLC | History | Added to | 3,263 | 255 | 0.0% | 0.01% | 183 | +9 | 0.28% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,234 | 253 | 0.01% | 0.01% | 184 | +75 | 2.37% | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,162 | 247 | 0.03% | 0.03% | 185 | -339 | -9.68% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 3,140 | 246 | 0.01% | — | 186 | +3,140 | New | Q4 2025 | Jan 27, 2026 |
| Madison Asset Management, LLC | History | No change | 3,138 | 246 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Poehling Capital Management, INC. | History | Added to | 3,128 | 245 | 0.05% | 0.05% | 189 | +200 | 6.83% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | Reduced | 3,134 | 245 | 0.0% | 0.0% | 188 | -11 | -0.35% | Q4 2025 | Feb 03, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 3,117 | 244 | 0.24% | 0.25% | 190 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,100 | 243 | 0.0% | 0.0% | 191 | -900 | -22.5% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,088 | 242 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,085 | 241 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | New | 3,061 | 240 | 0.01% | — | 194 | +3,061 | New | Q4 2025 | Feb 06, 2026 |
| Redmond Asset Management, LLC | History | No change | 3,062 | 240 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DRW Securities, LLC | History | Reduced | 3,001 | 235 | 0.01% | 0.01% | 196 | -739 | -19.76% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,958 | 231 | 0.0% | 0.0% | 197 | +2,070 | 233.11% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 2,895 | 227 | 0.0% | 0.0% | 198 | +16 | 0.56% | Q4 2025 | Feb 12, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,835 | 222 | 0.11% | 0.12% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,826 | 221 | 0.0% | 0.0% | 200 | +174 | 6.56% | Q4 2025 | Feb 18, 2026 |
| Oak Wealth Advisors LLC | History | No change | 2,799 | 219 | 0.13% | 0.14% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ERn Financial, LLC | History | Added to | 2,785 | 218 | 0.04% | 0.05% | 202 | +9 | 0.32% | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | New | 2,756 | 216 | 0.0% | — | 203 | +2,756 | New | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | New | 2,693 | 211 | 0.0% | — | 204 | +2,693 | New | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 2,671 | 209 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ellenbecker Investment Group | History | Added to | 2,655 | 208 | 0.03% | 0.03% | 206 | +200 | 8.15% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Added to | 2,605 | 205 | 0.0% | 0.0% | 207 | +11 | 0.42% | Q4 2025 | Jan 23, 2026 |
| New Age Alpha Advisors, LLC | History | New | 2,608 | 204 | 0.01% | — | 208 | +2,608 | New | Q4 2025 | Feb 09, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 2,587 | 202 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 2,566 | 201 | 0.14% | 0.16% | 210 | -23 | -0.89% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,490 | 195 | 0.0% | 0.0% | 211 | -91 | -3.53% | Q4 2025 | Mar 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,371 | 185 | 0.0% | 0.0% | 212 | -169 | -6.65% | Q4 2025 | Jan 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,980 | 155 | 0.02% | — | 213 | +1,980 | New | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,754 | 137 | 0.0% | 0.0% | 214 | +16 | 0.92% | Q4 2025 | Jan 23, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,497 | 117 | 0.0% | 0.01% | 215 | -2,690 | -64.25% | Q4 2025 | Feb 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,500 | 117 | 0.09% | 0.1% | 216 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 1,434 | 112 | 0.0% | — | 217 | +1,434 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,423 | 112 | 0.0% | 0.01% | 218 | +56 | 4.1% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,271 | 99 | 0.0% | — | 220 | +1,271 | New | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | No change | 1,272 | 99 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 1,261 | 98 | 0.0% | 0.0% | 221 | +1,122 | 807.19% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,236 | 96 | 0.0% | 0.01% | 222 | -1,290 | -51.07% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 1,204 | 94 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,136 | 89 | 0.01% | — | 225 | +1,136 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,147 | 89 | 0.0% | 0.0% | 224 | -124 | -9.76% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,128 | 88 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 952 | 74 | 0.0% | 0.0% | 227 | +12 | 1.28% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 914 | 71 | 0.0% | 0.0% | 228 | -36 | -3.79% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 878 | 69 | 0.04% | 0.02% | 230 | +402 | 84.45% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 884 | 69 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 819 | 64 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 761 | 59 | 0.0% | 0.0% | 232 | -19 | -2.44% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 715 | 56 | 0.0% | 0.01% | 233 | -571 | -44.4% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 686 | 53 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 670 | 52 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Avalon Trust Co | History | No change | 600 | 47 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| eCIO, Inc. | History | New | 568 | 44 | 0.02% | — | 238 | +568 | New | Q4 2025 | Jan 20, 2026 |
| IAG Wealth Partners, LLC | History | No change | 567 | 44 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 527 | 41 | 0.0% | 0.0% | 239 | -187 | -26.19% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 505 | 39 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 485 | 38 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 458 | 35 | 0.0% | 0.0% | 242 | -846 | -64.88% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 416 | 33 | 0.0% | 0.0% | 243 | +162 | 63.78% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 403 | 31 | 0.0% | 0.0% | 244 | +112 | 38.49% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 380 | 29 | 0.0% | 0.0% | 245 | +33 | 9.51% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 368 | 28 | 0.0% | 0.0% | 246 | +9 | 2.51% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 351 | 27 | 0.0% | 0.0% | 247 | -70 | -16.63% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | New | 309 | 24 | 0.0% | — | 248 | +309 | New | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | Reduced | 300 | 23 | 0.01% | 0.01% | 250 | -162 | -35.06% | Q4 2025 | Jan 07, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 300 | 23 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 240 | 18 | 0.0% | — | 252 | +240 | New | Q4 2025 | Mar 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 238 | 18 | 0.0% | — | 251 | +238 | New | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 223 | 17 | 0.0% | 0.0% | 254 | -58 | -20.64% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 229 | 17 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 15 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 189 | 14 | 0.0% | 0.01% | 256 | +107 | 130.49% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 172 | 13 | 0.0% | — | 257 | +172 | New | Q4 2025 | Jan 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 151 | 12 | 0.0% | — | 258 | +151 | New | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | Reduced | 128 | 10 | 0.0% | 0.0% | 261 | -327 | -71.87% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | No change | 135 | 10 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Analysts, LLC | History | No change | 133 | 10 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 97 | 7 | 0.0% | — | 268 | +97 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 85 | 7 | 0.0% | 0.0% | 264 | +5 | 6.25% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 90 | 7 | 0.0% | 0.0% | 263 | -2 | -2.17% | Q4 2025 | Jan 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 96 | 7 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| High Note Wealth, LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 86 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | New | 73 | 5 | 0.0% | — | 272 | +73 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 74 | 5 | 0.0% | 0.0% | 270 | -57 | -43.51% | Q4 2025 | Feb 02, 2026 |
| Optiver Holding B.V. | History | Reduced | 72 | 5 | 0.0% | 0.0% | 273 | -40 | -35.71% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 65 | 5 | 0.0% | 0.0% | 274 | -12 | -15.58% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 64 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Caitlin John, LLC | History | Reduced | 56 | 4 | 0.0% | 0.62% | 276 | -10,602 | -99.47% | Q4 2025 | Feb 18, 2026 |
| Bare Financial Services, Inc | History | Added to | 61 | 4 | 0.0% | 0.0% | 275 | +33 | 117.86% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 41 | 3 | 0.0% | 0.0% | 277 | -5 | -10.87% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 34 | 2 | 0.0% | 0.0% | 281 | -630 | -94.88% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Reduced | 27 | 2 | 0.0% | 0.0% | 278 | -39 | -59.09% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | New | 26 | 2 | 0.0% | — | 282 | +26 | New | Q4 2025 | Jan 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 26 | 2 | 0.0% | — | 285 | +26 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 26 | 2 | 0.0% | — | 280 | +24 | 1200.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 27 | 2 | 0.0% | 0.0% | 279 | +8 | 42.11% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 34 | 2 | 0.0% | 0.0% | 283 | -6 | -15.0% | Q4 2025 | Jan 15, 2026 |
| WealthCollab, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19 | 1 | 0.0% | 0.0% | 291 | -39 | -67.24% | Q4 2025 | Feb 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 25 | 1 | 0.0% | — | 286 | +25 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 19 | 1 | 0.0% | — | 287 | +13 | 216.67% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 13 | 1 | 0.0% | — | 289 | +9 | 225.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | No change | 13 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,486 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -13,317 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -8,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,825 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,312 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,444 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,769 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,785 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,967 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDAAS & CO /WI /ADV | History | Closed out | 0 | 0 | — | 0.06% | — | -3,166 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.02% | — | -3,119 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,970 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,738 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,610 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,550 | -100.0% | Q3 2025 | Oct 01, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,547 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,407 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q3 2025 | Oct 30, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,413 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -808 | -100.0% | Q3 2025 | Nov 17, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -474 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9 | 0 | — | 0.0% | — | -24 | -72.73% | Q4 2025 | Jan 07, 2026 |
| Torren Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| Ares Financial Consulting, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q4 2025 | Jan 12, 2026 |
| Manchester Capital Management LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -3 | -25.0% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global Retirement Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 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 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |