MARKETAXESS HOLDINGS INC - MKTX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 3,839,889 | 695,979 | 0.01% | 0.01% | 1 | -14,423 | -0.37% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,746,472 | 679,048 | 0.01% | 0.01% | 2 | +1,896,063 | 102.47% | Q4 2025 | Feb 12, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 3,175,425 | 575,545 | 0.44% | 0.3% | 3 | +944,830 | 42.36% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,558,097 | 463,655 | 0.24% | 0.11% | 4 | +1,607,009 | 168.97% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 2,004,625 | 363,338 | 0.02% | 0.02% | 5 | -139,296 | -6.5% | Q4 2025 | Feb 17, 2026 |
| North Reef Capital Management LP | History | Added to | 1,609,330 | 291,691 | 11.74% | 7.43% | 6 | +697,972 | 76.59% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,248,314 | 226,256 | 0.01% | 0.01% | 7 | -72,343 | -5.48% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,214,967 | 220,212 | 0.18% | 0.32% | 8 | -733,666 | -37.65% | Q4 2025 | Feb 13, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | History | Reduced | 1,153,578 | 208,976 | 5.58% | 5.5% | 9 | -207,686 | -15.26% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 951,024 | 172,373 | 0.06% | 0.0% | 10 | +932,687 | 5086.37% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 833,067 | 151,018 | 0.01% | 0.01% | 11 | +2,071 | 0.25% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 695,508 | 126,060 | 0.02% | 0.01% | 12 | +288,822 | 71.02% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 549,639 | 99,622 | 0.07% | 0.0% | 13 | +547,573 | 26504.02% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 545,364 | 98,847 | 0.01% | 0.0% | 14 | +97,439 | 21.75% | Q4 2025 | Feb 11, 2026 |
| Findlay Park Partners LLP | History | Reduced | 536,400 | 97,222 | 1.24% | 1.18% | 15 | -108,300 | -16.8% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 533,527 | 96,701 | 0.14% | 0.09% | 16 | +169,143 | 46.42% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 526,981 | 95,517 | 0.02% | 0.02% | 17 | +5,852 | 1.12% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 503,855 | 91,323 | 0.01% | — | 18 | +503,855 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 424,877 | 77,009 | 0.0% | 0.01% | 19 | -124,146 | -22.61% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 375,735 | 68,101 | 0.03% | 0.05% | 20 | -110,371 | -22.71% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 352,865 | 63,956 | 0.03% | 0.1% | 21 | -976,691 | -73.46% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 318,386 | 57,707 | 0.01% | 0.01% | 22 | +3,238 | 1.03% | Q4 2025 | Feb 13, 2026 |
| RDST Capital LLC | History | Added to | 310,697 | 56,313 | 5.31% | 4.62% | 23 | +29,150 | 10.35% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 298,728 | 54,144 | 0.01% | 0.01% | 24 | -77,822 | -20.67% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 288,742 | 52,334 | 0.03% | 0.03% | 25 | +28,281 | 10.86% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 234,306 | 42,467 | 0.01% | 0.01% | 26 | -158 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 214,855 | 38,942 | 0.08% | 0.11% | 27 | -65,590 | -23.39% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 214,101 | 38,805 | 0.12% | 0.07% | 28 | +110,308 | 106.28% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 199,231 | 36,110 | 0.0% | 0.0% | 29 | +37,479 | 23.17% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 190,483 | 34,525 | 0.04% | 0.0% | 30 | +189,628 | 22178.71% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 189,326 | 34,315 | 0.1% | 0.02% | 31 | +156,664 | 479.65% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 178,073 | 32,275 | 0.02% | 0.02% | 32 | -6,784 | -3.67% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 176,000 | 31,900 | 0.05% | 0.06% | 33 | -69,000 | -28.16% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 172,598 | 31,283 | 0.0% | 0.0% | 34 | +38,947 | 29.14% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 171,600 | 31,102 | 0.06% | 0.06% | 35 | -2,600 | -1.49% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 170,565 | 30,914 | 0.08% | 0.07% | 36 | +44,550 | 35.35% | Q4 2025 | Feb 10, 2026 |
| Walleye Capital LLC | History | Added to | 169,788 | 30,774 | 0.09% | 0.01% | 37 | +154,507 | 1011.11% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 168,447 | 30,533 | 0.01% | 0.01% | 38 | +23,253 | 16.02% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 139,673 | 25,315 | 0.0% | 0.01% | 39 | -255,331 | -64.64% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 134,524 | 24,382 | 0.01% | 0.01% | 40 | -386 | -0.29% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 128,700 | 23,326 | 0.08% | 0.09% | 41 | -17,043 | -11.69% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 114,619 | 20,774 | 0.0% | 0.0% | 42 | +38,292 | 50.17% | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 113,465 | 20,565 | 0.01% | 0.01% | 43 | -61,403 | -35.11% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 108,428 | 19,652 | 0.0% | 0.0% | 44 | -3,486 | -3.11% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 104,666 | 18,971 | 0.01% | 0.15% | 45 | -1,266,028 | -92.36% | Q4 2025 | Feb 19, 2026 |
| COOKE & BIELER LP | History | New | 104,100 | 18,868 | 0.2% | — | 46 | +104,100 | New | Q4 2025 | Feb 09, 2026 |
| Champlain Investment Partners, LLC | History | New | 103,311 | 18,725 | 0.19% | — | 47 | +103,311 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 101,955 | 18,479 | 0.0% | 0.01% | 48 | -158,306 | -60.83% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 100,235 | 18,167 | 0.08% | 0.12% | 49 | -19,926 | -16.58% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 97,269 | 17,630 | 0.0% | 0.0% | 50 | -3,337 | -3.32% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 97,186 | 17,614 | 0.01% | 0.01% | 51 | -19,750 | -16.89% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 93,670 | 16,977 | 0.01% | 0.0% | 52 | +63,320 | 208.63% | Q4 2025 | Feb 13, 2026 |
| FLOSSBACH VON STORCH SE | History | Added to | 93,100 | 16,874 | 0.07% | 0.05% | 53 | +14,100 | 17.85% | Q4 2025 | Jan 30, 2026 |
| Interval Partners, LP | History | Added to | 89,923 | 16,298 | 0.29% | 0.07% | 54 | +65,729 | 271.67% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 88,192 | 15,984 | 0.01% | 0.01% | 55 | -2,255 | -2.49% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 83,362 | 15,109 | 0.0% | 0.0% | 56 | +7 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 81,965 | 14,856 | 0.02% | 0.01% | 57 | +52,876 | 181.77% | Q4 2025 | Feb 11, 2026 |
| Gillson Capital LP | History | Added to | 80,563 | 14,602 | 0.96% | 0.57% | 58 | +43,063 | 114.83% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 80,135 | 14,524 | 0.05% | 0.11% | 59 | -109,637 | -57.77% | Q4 2025 | Feb 17, 2026 |
| Goodman Financial Corp | History | Added to | 76,294 | 13,828 | 2.62% | 2.45% | 60 | +3,924 | 5.42% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 75,665 | 13,714 | 0.04% | 0.01% | 61 | +49,619 | 190.51% | Q4 2025 | Jan 26, 2026 |
| Swiss National Bank | History | Added to | 73,700 | 13,358 | 0.01% | 0.01% | 62 | +1,000 | 1.38% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 71,658 | 12,988 | 0.01% | 0.02% | 63 | -16,496 | -18.71% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 63,228 | 11,460 | 0.02% | 0.0% | 64 | +50,244 | 386.97% | Q4 2025 | Jan 09, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 59,310 | 10,750 | 0.17% | 0.22% | 65 | -17,551 | -22.83% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 59,260 | 10,747 | 0.01% | 0.0% | 66 | +46,940 | 381.01% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 50,600 | 9,171 | 0.01% | 0.01% | 67 | -69,800 | -57.97% | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 49,500 | 8,971 | 0.2% | — | 68 | +49,500 | New | Q4 2025 | Feb 10, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | Added to | 49,289 | 8,933 | 1.05% | 0.87% | 69 | +2,200 | 4.67% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 46,537 | 8,449 | 0.01% | 0.0% | 70 | +35,056 | 305.34% | Q4 2025 | Jan 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 42,955 | 7,785 | 0.01% | 0.0% | 71 | +32,727 | 319.97% | Q4 2025 | Feb 13, 2026 |
| DF DENT & CO INC | History | Added to | 42,116 | 7,633 | 0.11% | 0.09% | 72 | +110 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,229 | 7,472 | 0.02% | 0.01% | 73 | +30,168 | 272.74% | Q4 2025 | Feb 17, 2026 |
| Prana Capital Management, LP | History | Reduced | 39,971 | 7,244 | 0.26% | 0.36% | 74 | -21,352 | -34.82% | Q4 2025 | Feb 17, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Reduced | 39,461 | 7,152 | 1.84% | 2.16% | 75 | -10,729 | -21.38% | Q4 2025 | Feb 03, 2026 |
| Quadrature Capital Ltd | History | Added to | 39,174 | 7,100 | 0.07% | 0.05% | 76 | +14,535 | 58.99% | Q4 2025 | Feb 17, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 39,115 | 7,089 | 0.01% | 0.02% | 77 | -125,083 | -76.18% | Q4 2025 | Jan 23, 2026 |
| Trexquant Investment LP | History | Reduced | 38,572 | 6,991 | 0.06% | 0.07% | 78 | -1,813 | -4.49% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Added to | 36,364 | 6,590 | 0.23% | 0.08% | 79 | +23,850 | 190.59% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 36,140 | 6,550 | 0.02% | 0.02% | 80 | +4,576 | 14.5% | Q4 2025 | Jan 28, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 36,099 | 6,542 | 0.0% | 0.02% | 81 | -149,519 | -80.55% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 36,041 | 6,532 | 0.01% | 0.01% | 82 | -280 | -0.77% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,487 | 6,432 | 0.01% | 0.01% | 83 | -731 | -2.02% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,210 | 6,381 | 0.01% | 0.01% | 84 | -721 | -2.01% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 35,041 | 6,352 | 0.01% | 0.01% | 86 | -3,255 | -8.5% | Q4 2025 | Feb 13, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 35,046 | 6,352 | 0.03% | 0.03% | 85 | -1,425 | -3.91% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 34,363 | 6,228 | 0.01% | 0.02% | 87 | -80,793 | -70.16% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 33,975 | 6,159 | 0.0% | 0.0% | 88 | +2,381 | 7.54% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 33,390 | 6,051 | 0.01% | 0.01% | 89 | -1,333 | -3.84% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,224 | 6,021 | 0.01% | 0.0% | 90 | +7,687 | 30.1% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 32,695 | 5,925 | 0.01% | — | 91 | +32,695 | New | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 32,396 | 5,871 | 0.05% | — | 92 | +32,396 | New | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,873 | 5,777 | 0.01% | 0.01% | 93 | -76 | -0.24% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 31,396 | 5,690 | 0.0% | 0.01% | 94 | -71,491 | -69.48% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 30,694 | 5,563 | 0.01% | 0.03% | 95 | -54,464 | -63.96% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 30,579 | 5,542 | 0.05% | 0.05% | 96 | -42 | -0.14% | Q4 2025 | Feb 11, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 30,399 | 5,509 | 1.26% | 0.61% | 97 | +16,382 | 116.87% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 30,307 | 5,494 | 0.0% | — | 98 | +30,307 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,599 | 5,364 | 0.01% | 0.0% | 99 | +20,566 | 227.68% | Q4 2025 | Feb 18, 2026 |
| Man Group plc | History | Reduced | 29,373 | 5,323 | 0.01% | 0.03% | 100 | -57,730 | -66.28% | Q4 2025 | Feb 17, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 29,307 | 5,311 | 0.19% | — | 101 | +29,307 | New | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 29,289 | 5,308 | 0.01% | 108.29% | 102 | -104,569 | -78.12% | Q4 2025 | Feb 17, 2026 |
| Robertson Opportunity Capital, LLC | History | New | 28,830 | 5,225 | 1.9% | — | 103 | +28,830 | New | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 28,722 | 5,205 | 0.02% | 0.01% | 104 | +15,390 | 115.44% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 28,621 | 5,187 | 0.0% | 0.01% | 105 | -149,773 | -83.96% | Q4 2025 | Feb 17, 2026 |
| HEARTLAND ADVISORS INC | History | New | 28,421 | 5,151 | 0.28% | — | 106 | +28,421 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 27,902 | 5,057 | 0.0% | 0.0% | 107 | -7,270 | -20.67% | Q4 2025 | Feb 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 27,446 | 4,974 | 0.09% | 0.07% | 108 | +3,418 | 14.23% | Q4 2025 | Feb 12, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 25,000 | 4,531 | 0.01% | 0.02% | 109 | -35,000 | -58.33% | Q4 2025 | Jan 23, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 23,700 | 4,295 | 0.13% | 0.19% | 110 | -9,897 | -29.46% | Q4 2025 | Feb 18, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 23,583 | 4,274 | 1.3% | 1.06% | 111 | +4,296 | 22.27% | Q4 2025 | Feb 11, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | History | Reduced | 23,500 | 4,259 | 0.21% | 0.35% | 112 | -4,590,750 | -99.49% | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 23,373 | 4,236 | 0.17% | — | 113 | +23,373 | New | Q4 2025 | Feb 17, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 23,007 | 4,170 | 0.25% | 0.2% | 114 | -7,969 | -25.73% | Q4 2025 | Feb 09, 2026 |
| Cinctive Capital Management LP | History | Added to | 22,853 | 4,142 | 0.22% | 0.11% | 115 | +9,937 | 76.94% | Q4 2025 | Feb 17, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 22,484 | 4,075 | 0.01% | — | 116 | +22,484 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 21,263 | 3,853 | 0.11% | 0.14% | 117 | -20,769 | -49.41% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 21,119 | 3,827 | 0.0% | 0.0% | 118 | +10,063 | 91.02% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 20,549 | 3,724 | 0.0% | 0.0% | 119 | +2,646 | 14.78% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 20,262 | 3,672 | 0.0% | 0.0% | 120 | +143 | 0.71% | Q4 2025 | Feb 12, 2026 |
| FJ Capital Management LLC | History | New | 20,252 | 3,670 | 0.41% | — | 121 | +20,252 | New | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 20,234 | 3,667 | 0.02% | 0.02% | 122 | +1,399 | 7.43% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 19,344 | 3,506 | 0.01% | 0.05% | 123 | -152,039 | -88.71% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 18,984 | 3,440 | 0.03% | 0.03% | 124 | +1,931 | 11.32% | Q4 2025 | Feb 18, 2026 |
| Illinois Municipal Retirement Fund | History | New | 18,941 | 3,433 | 0.04% | — | 125 | +18,941 | New | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 18,923 | 3,429 | 0.04% | 0.03% | 126 | +123 | 0.65% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,254 | 3,308 | 0.01% | 0.0% | 127 | +13,822 | 311.87% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 17,972 | 3,257 | 0.01% | 0.01% | 128 | +1,134 | 6.73% | Q4 2025 | Feb 17, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 17,202 | 3,118 | 0.72% | — | 129 | +17,202 | New | Q4 2025 | Jan 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 17,000 | 3,081 | 0.05% | 0.05% | 130 | -200 | -1.16% | Q4 2025 | Jan 16, 2026 |
| Polar Asset Management Partners Inc. | History | New | 16,700 | 3,026 | 0.04% | — | 131 | +16,700 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 16,662 | 3,019 | 0.01% | 0.0% | 132 | +3,473 | 26.33% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 17,573 | 2,973 | 0.01% | 0.01% | 133 | -3,564 | -16.86% | Q4 2025 | Feb 18, 2026 |
| Tidal Investments LLC | History | Reduced | 15,905 | 2,882 | 0.01% | 0.01% | 134 | -771 | -4.62% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 15,845 | 2,871 | 0.02% | 0.02% | 135 | -227 | -1.41% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 15,269 | 2,768 | 0.01% | 0.01% | 136 | -1,122 | -6.85% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 15,261 | 2,766 | 0.0% | 0.0% | 137 | +5,591 | 57.82% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,192 | 2,753 | 0.0% | 0.0% | 138 | -158,830 | -91.27% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 15,081 | 2,733 | 0.0% | 0.0% | 139 | -402 | -2.6% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 14,441 | 2,617 | 0.01% | 0.01% | 140 | +1,017 | 7.58% | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | Added to | 14,232 | 2,579 | 0.07% | 0.01% | 141 | +12,909 | 975.74% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 14,184 | 2,570 | 0.0% | 0.0% | 142 | -514 | -3.5% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 14,146 | 2,564 | 0.0% | 0.0% | 143 | +9,368 | 196.07% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,131 | 2,561 | 0.01% | 0.01% | 144 | +2,452 | 20.99% | Q4 2025 | Jan 29, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 13,624 | 2,469 | 0.08% | 0.02% | 145 | +10,203 | 298.25% | Q4 2025 | Jan 14, 2026 |
| SummitTX Capital, L.P. | History | Added to | 13,612 | 2,467 | 0.07% | 0.01% | 146 | +11,784 | 644.64% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,374 | 2,424 | 0.02% | 0.0% | 147 | +10,993 | 461.7% | Q4 2025 | Jan 26, 2026 |
| Bridgewater Associates, LP | History | New | 13,261 | 2,403 | 0.01% | — | 148 | +13,261 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 13,183 | 2,389 | 0.0% | 0.0% | 149 | -876 | -6.23% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 13,183 | 2,389 | 0.01% | 0.01% | 150 | +266 | 2.06% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 13,082 | 2,371 | 0.03% | 0.02% | 151 | +4,942 | 60.71% | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 13,054 | 2,366 | 0.01% | 0.01% | 152 | -919 | -6.58% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 12,706 | 2,302 | 0.01% | 0.01% | 153 | +183 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | Added to | 12,659 | 2,294 | 0.58% | 0.37% | 154 | +5,493 | 76.65% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 12,579 | 2,279 | 0.02% | 0.01% | 155 | +7,798 | 163.1% | Q4 2025 | Jan 14, 2026 |
| Crawford Fund Management, LLC | History | Added to | 12,200 | 2,211 | 0.29% | 0.25% | 156 | +3,200 | 35.56% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 13,613 | 2,177 | 0.01% | 0.03% | 157 | -39,977 | -74.6% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Added to | 11,726 | 2,125 | 0.02% | 0.01% | 158 | +6 | 0.05% | Q4 2025 | Feb 05, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 11,649 | 2,111 | 0.01% | 0.01% | 159 | -1,449 | -11.06% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 11,460 | 2,077 | 0.0% | 0.0% | 160 | -545 | -4.54% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,432 | 2,072 | 0.0% | 0.01% | 161 | -12,717 | -52.66% | Q4 2025 | Jan 09, 2026 |
| Gator Capital Management, LLC | History | New | 11,119 | 2,015 | 0.41% | — | 162 | +11,119 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 10,806 | 1,958 | 0.0% | — | 163 | +10,806 | New | Q4 2025 | Feb 11, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 10,596 | 1,920 | 0.76% | 0.83% | 164 | -3,063 | -22.42% | Q4 2025 | Jan 27, 2026 |
| Jump Financial, LLC | History | Reduced | 10,557 | 1,913 | 0.02% | 0.08% | 165 | -28,956 | -73.28% | Q4 2025 | Feb 17, 2026 |
| Sone Capital Management, LLC | History | Reduced | 10,355 | 1,876 | 0.15% | 1.26% | 166 | -76,313 | -88.05% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 10,342 | 1,874 | 0.01% | 0.01% | 167 | -746 | -6.73% | Q4 2025 | Jan 28, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 10,332 | 1,872 | 0.59% | 0.58% | 168 | +171 | 1.68% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,253 | 1,858 | 0.0% | 0.0% | 169 | +2,126 | 26.16% | Q4 2025 | Feb 10, 2026 |
| Oak Thistle LLC | History | Reduced | 9,892 | 1,792 | 0.25% | 0.28% | 170 | -512 | -4.92% | Q4 2025 | Jan 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,142 | 1,749 | 0.02% | 0.02% | 171 | -1,565 | -13.37% | Q4 2025 | Jan 21, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,344 | 1,694 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Verition Fund Management LLC | History | Added to | 9,341 | 1,693 | 0.01% | 0.01% | 173 | +1,349 | 16.88% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 9,202 | 1,668 | 0.01% | 0.01% | 174 | +1,314 | 16.66% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,203 | 1,668 | 0.01% | 0.01% | 175 | -313 | -3.29% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,544 | 1,548 | 0.02% | 0.02% | 176 | +144 | 1.71% | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 8,115 | 1,470 | 0.0% | — | 177 | +8,115 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 8,072 | 1,463 | 0.01% | 0.01% | 178 | -2,337 | -22.45% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,000 | 1,450 | 0.01% | 0.01% | 179 | +200 | 2.56% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,960 | 1,442 | 0.02% | — | 180 | +7,960 | New | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 7,738 | 1,402 | 0.08% | — | 181 | +7,738 | New | Q4 2025 | Feb 17, 2026 |
| Dockside LLC | History | New | 7,619 | 1,380 | 0.35% | — | 182 | +7,619 | New | Q4 2025 | Feb 13, 2026 |
| MUFG Securities EMEA plc | History | New | 7,530 | 1,364 | 0.02% | — | 183 | +7,530 | New | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Added to | 7,807 | 1,339 | 0.05% | 0.03% | 184 | +2,636 | 50.98% | Q4 2025 | Jan 27, 2026 |
| Alpha Omega Wealth Management LLC | History | New | 7,315 | 1,325 | 0.22% | — | 185 | +7,315 | New | Q4 2025 | Jan 22, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 7,181 | 1,301 | 0.03% | 0.03% | 186 | +81 | 1.14% | Q4 2025 | Feb 17, 2026 |
| Stiles Financial Services Inc | History | Reduced | 6,975 | 1,264 | 0.39% | 0.46% | 187 | -1,420 | -16.91% | Q4 2025 | Feb 03, 2026 |
| QSV Equity Investors LLC | History | New | 6,753 | 1,223 | 1.81% | — | 188 | +6,753 | New | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,567 | 1,183 | 0.03% | 0.01% | 189 | +4,287 | 188.03% | Q4 2025 | Jan 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,080 | 1,130 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,019 | 1,090 | 0.01% | 0.01% | 191 | -808 | -11.84% | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 5,834 | 1,057 | 0.02% | 0.01% | 192 | +657 | 12.69% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | No change | 5,781 | 1,047 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | Added to | 5,774 | 1,046 | 0.83% | 0.21% | 194 | +4,424 | 327.7% | Q4 2025 | Feb 17, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 5,736 | 1,041 | 0.02% | 0.03% | 195 | -817 | -12.47% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,723 | 1,037 | 0.0% | 0.0% | 196 | +1,915 | 50.29% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 5,661 | 1,026 | 0.03% | 0.33% | 197 | -64,475 | -91.93% | Q4 2025 | Feb 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 5,461 | 994 | 0.0% | 0.0% | 198 | -694 | -11.28% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 5,453 | 988 | 0.14% | 0.04% | 199 | +3,982 | 270.7% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,320 | 964 | 0.0% | 0.0% | 200 | +310 | 6.19% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,295 | 959 | 0.0% | 0.0% | 201 | -6,871 | -56.48% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | New | 5,168 | 936 | 0.08% | — | 202 | +5,168 | New | Q4 2025 | Feb 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,160 | 935 | 0.02% | — | 203 | +5,160 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 5,137 | 931 | 0.08% | — | 204 | +5,137 | New | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,876 | 883 | 0.0% | 0.0% | 205 | -914 | -15.79% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 4,840 | 877 | 0.0% | 0.0% | 206 | -121 | -2.44% | Q4 2025 | Jan 28, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 4,758 | 862 | 0.0% | 0.03% | 207 | -33,335 | -87.51% | Q4 2025 | Feb 09, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 4,628 | 838 | 0.04% | 0.06% | 208 | -5,045 | -52.16% | Q4 2025 | Feb 17, 2026 |
| AIA Group Ltd | History | Reduced | 4,573 | 828 | 0.01% | 0.02% | 209 | -2,990 | -39.53% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,507 | 816 | 0.0% | 0.0% | 210 | -887 | -16.44% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 4,339 | 786 | 0.02% | 0.01% | 211 | +817 | 23.2% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,288 | 777 | 0.01% | 0.03% | 212 | -29,654 | -87.37% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | New | 4,280 | 775 | 0.05% | — | 213 | +4,280 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 4,266 | 773 | 0.02% | 0.0% | 214 | +3,796 | 807.66% | Q4 2025 | Feb 06, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 4,263 | 772 | 0.25% | 0.14% | 215 | +2,299 | 117.06% | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 4,249 | 770 | 0.03% | 0.02% | 217 | +544 | 14.68% | Q4 2025 | Jan 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,249 | 770 | 0.01% | 0.01% | 216 | +64 | 1.53% | Q4 2025 | Feb 10, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 4,188 | 759 | 0.0% | 0.01% | 218 | -91,852 | -95.64% | Q4 2025 | Feb 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 4,182 | 757 | 0.0% | 0.0% | 219 | +2,949 | 239.17% | Q4 2025 | Feb 17, 2026 |
| Odyssean, LLC | History | New | 4,157 | 753 | 0.54% | — | 220 | +4,157 | New | Q4 2025 | Feb 17, 2026 |
| Purpose Unlimited Inc. | History | New | 4,054 | 734 | 0.03% | — | 221 | +4,054 | New | Q4 2025 | Mar 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,986 | 722 | 0.01% | 0.01% | 222 | +271 | 7.29% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,937 | 713 | 0.0% | 0.0% | 223 | +138 | 3.63% | Q4 2025 | Jan 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,908 | 708 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sivia Capital Partners, LLC | History | New | 3,881 | 703 | 0.14% | — | 225 | +3,881 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 3,874 | 702 | 0.0% | 0.0% | 226 | -1,910 | -33.02% | Q4 2025 | Feb 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 3,816 | 691 | 0.11% | 0.24% | 227 | -4,888 | -56.16% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Reduced | 3,800 | 688 | 0.0% | 0.0% | 228 | -1,620 | -29.89% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,891 | 667 | 0.02% | 0.01% | 229 | +2,579 | 196.57% | Q4 2025 | Jan 28, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 3,583 | 649 | 0.03% | 0.05% | 231 | -2,182 | -37.85% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,586 | 649 | 0.0% | 0.0% | 230 | -517 | -12.6% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,515 | 637 | 0.0% | 0.0% | 232 | -878 | -19.99% | Q4 2025 | Feb 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 3,455 | 626 | 0.01% | 0.01% | 233 | -291 | -7.77% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,442 | 624 | 0.0% | 0.0% | 234 | -2,382 | -40.9% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 3,430 | 621 | 0.0% | — | 235 | +3,430 | New | Q4 2025 | Feb 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 3,330 | 604 | 0.06% | 0.05% | 236 | +717 | 27.44% | Q4 2025 | Jan 22, 2026 |
| Parcion Private Wealth LLC | History | New | 3,330 | 603 | 0.04% | — | 237 | +3,330 | New | Q4 2025 | Jan 26, 2026 |
| New Age Alpha Advisors, LLC | History | New | 3,315 | 600 | 0.03% | — | 239 | +3,315 | New | Q4 2025 | Feb 09, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 3,314 | 600 | 0.0% | — | 238 | +3,314 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,241 | 587 | 0.0% | 0.0% | 240 | -551 | -14.53% | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Added to | 3,058 | 553 | 0.0% | 0.0% | 241 | +642 | 26.57% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 3,044 | 551 | 0.02% | 0.02% | 242 | +265 | 9.54% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Reduced | 3,207 | 548 | 0.0% | 0.0% | 243 | -410 | -11.34% | Q4 2025 | Feb 17, 2026 |
| MYDA Advisors LLC | History | Added to | 3,000 | 543 | 0.1% | 0.06% | 244 | +1,485 | 98.02% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 2,990 | 542 | 0.05% | 0.05% | 245 | -37 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | New | 2,990 | 541 | 0.01% | — | 246 | +2,990 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,976 | 540 | 0.0% | 0.0% | 247 | +2,941 | 8402.86% | Q4 2025 | Feb 05, 2026 |
| Formidable Asset Management, LLC | History | No change | 2,963 | 537 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,907 | 526 | 0.0% | 0.0% | 249 | +1,752 | 151.69% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | New | 2,900 | 525 | 0.0% | — | 250 | +2,900 | New | Q4 2025 | Feb 17, 2026 |
| AVIVA PLC | History | Added to | 2,881 | 522 | 0.0% | 0.0% | 251 | +271 | 10.38% | Q4 2025 | Feb 12, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 2,858 | 518 | 0.04% | 0.14% | 252 | -5,061 | -63.91% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,844 | 517 | 0.0% | 0.17% | 253 | -1,795,922 | -99.84% | Q4 2025 | Mar 20, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 2,835 | 513 | 0.02% | — | 254 | +2,835 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,826 | 512 | 0.02% | 0.0% | 255 | +2,183 | 339.5% | Q4 2025 | Feb 06, 2026 |
| AXQ CAPITAL, LP | History | Added to | 2,813 | 509 | 0.11% | 0.17% | 256 | +242 | 9.41% | Q4 2025 | Feb 10, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 2,772 | 502 | 0.03% | — | 257 | +2,772 | New | Q4 2025 | Feb 11, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 2,665 | 482 | 0.16% | 0.19% | 258 | -775 | -22.53% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,622 | 475 | 0.03% | 0.02% | 259 | +886 | 51.04% | Q4 2025 | Feb 10, 2026 |
| denkapparat Operations GmbH | History | New | 2,574 | 466 | 0.25% | — | 260 | +2,574 | New | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | New | 2,564 | 464 | 0.0% | — | 261 | +2,564 | New | Q4 2025 | Jan 28, 2026 |
| waypoint wealth counsel | History | New | 2,540 | 460 | 0.17% | — | 262 | +2,540 | New | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,526 | 457 | 0.0% | 0.0% | 263 | +1,288 | 104.04% | Q4 2025 | Feb 18, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 2,519 | 456 | 0.04% | — | 264 | +2,519 | New | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,447 | 443 | 0.0% | 0.0% | 265 | -20,851 | -89.5% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,439 | 442 | 0.01% | 0.01% | 266 | +260 | 11.93% | Q4 2025 | Jan 30, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 2,424 | 439 | 0.12% | 0.15% | 267 | -14 | -0.57% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 2,409 | 436 | 0.0% | 0.0% | 268 | -272 | -10.15% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,382 | 431 | 0.01% | 0.0% | 269 | +1,940 | 438.91% | Q4 2025 | Feb 09, 2026 |
| Diversified Trust Co | History | New | 2,377 | 430 | 0.01% | — | 270 | +2,377 | New | Q4 2025 | Jan 09, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 2,352 | 426 | 0.04% | 0.03% | 271 | +401 | 20.55% | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | New | 2,346 | 425 | 0.01% | — | 272 | +2,346 | New | Q4 2025 | Feb 06, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 2,290 | 415 | 0.02% | 0.02% | 273 | -500 | -17.92% | Q4 2025 | Feb 02, 2026 |
| CIBC Asset Management Inc | History | Reduced | 2,283 | 413 | 0.0% | 0.0% | 274 | -1,210 | -34.64% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | New | 2,276 | 412 | 0.04% | — | 275 | +2,276 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 2,266 | 410 | 0.01% | — | 276 | +2,266 | New | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,246 | 407 | 0.0% | 0.0% | 277 | -1,077 | -32.41% | Q4 2025 | Feb 02, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,185 | 396 | 0.07% | — | 278 | +2,185 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,156 | 390 | 0.01% | 0.01% | 279 | -98 | -4.35% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | New | 2,149 | 389 | 0.04% | — | 280 | +2,149 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,100 | 380 | 0.01% | — | 281 | +2,100 | New | Q4 2025 | Jan 16, 2026 |
| Kaufman Rossin Wealth, LLC | History | New | 2,074 | 375 | 0.2% | — | 282 | +2,074 | New | Q4 2025 | Jan 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 2,055 | 372 | 0.12% | — | 283 | +2,055 | New | Q4 2025 | Jan 27, 2026 |
| X-Square Capital, LLC | History | Added to | 2,027 | 367 | 0.12% | 0.1% | 284 | +154 | 8.22% | Q4 2025 | Feb 11, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 2,000 | 362 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Reduced | 1,995 | 361 | 0.01% | 0.01% | 286 | -206 | -9.36% | Q4 2025 | Feb 27, 2026 |
| RMR Wealth Builders | History | Reduced | 1,958 | 354 | 0.03% | 0.03% | 287 | -126 | -6.05% | Q4 2025 | Jan 29, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 1,950 | 353 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 1,934 | 350 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Added to | 1,931 | 349 | 0.0% | 0.0% | 291 | +47 | 2.49% | Q4 2025 | Feb 12, 2026 |
| Utah Retirement Systems | History | No change | 1,927 | 349 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,908 | 345 | 0.0% | 0.0% | 292 | +529 | 38.36% | Q4 2025 | Feb 11, 2026 |
| Dundas Partners LLP | History | Reduced | 1,902 | 344 | 0.02% | 0.03% | 293 | -337 | -15.05% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,877 | 340 | 0.0% | 0.0% | 294 | -270 | -12.58% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,848 | 334 | 0.0% | 0.0% | 295 | +172 | 10.26% | Q4 2025 | Feb 17, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | New | 1,818 | 329 | 0.07% | — | 298 | +1,818 | New | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,818 | 329 | 0.0% | 0.0% | 296 | -1,631 | -47.29% | Q4 2025 | Feb 06, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 1,820 | 329 | 0.0% | 0.0% | 297 | +175 | 10.64% | Q4 2025 | Jan 16, 2026 |
| Pathstone Holdings, LLC | History | New | 1,757 | 318 | 0.0% | — | 299 | +1,757 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 1,745 | 316 | 0.0% | — | 300 | +1,745 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 1,745 | 316 | 0.02% | — | 301 | +1,745 | New | Q4 2025 | Feb 02, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 1,724 | 312 | 0.0% | 0.0% | 302 | -59 | -3.31% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,721 | 311 | 0.0% | — | 303 | +1,721 | New | Q4 2025 | Feb 04, 2026 |
| Ariadne Wealth Management, LP | History | New | 1,747 | 310 | 0.13% | — | 304 | +1,747 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,699 | 307 | 0.0% | — | 305 | +1,699 | New | Q4 2025 | Feb 05, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 1,671 | 302 | 0.06% | 0.07% | 306 | -200 | -10.69% | Q4 2025 | Jan 27, 2026 |
| Kera Capital Partners, Inc. | History | New | 1,761 | 298 | 0.04% | — | 309 | +1,761 | New | Q4 2025 | Feb 23, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 1,648 | 298 | 0.05% | 0.04% | 307 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Machina Capital S.A.S. | History | No change | 1,649 | 298 | 0.06% | 0.05% | 308 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,627 | 295 | 0.0% | — | 310 | +1,627 | New | Q4 2025 | Feb 05, 2026 |
| GenTrust, LLC | History | New | 1,610 | 291 | 0.01% | — | 312 | +1,610 | New | Q4 2025 | Feb 02, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | New | 1,608 | 291 | 0.09% | — | 313 | +1,608 | New | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,611 | 291 | 0.01% | 0.0% | 311 | +1,079 | 202.82% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 1,594 | 288 | 0.02% | — | 314 | +1,594 | New | Q4 2025 | Feb 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 1,564 | 283 | 0.07% | 0.11% | 316 | -2,520 | -61.7% | Q4 2025 | Feb 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 1,563 | 283 | 0.0% | — | 315 | +1,563 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,552 | 281 | 0.0% | 0.0% | 317 | -446 | -22.32% | Q4 2025 | Mar 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 1,539 | 278 | 0.01% | — | 318 | +1,539 | New | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 1,475 | 267 | 0.01% | 0.0% | 319 | -233 | -13.64% | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | Reduced | 1,473 | 266 | 0.17% | 0.4% | 321 | -5,100 | -77.59% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,468 | 266 | 0.0% | — | 320 | +1,468 | New | Q4 2025 | Feb 18, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 1,454 | 263 | 0.02% | — | 322 | +1,454 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 1,422 | 257 | 0.01% | 0.01% | 323 | +326 | 29.74% | Q4 2025 | Jan 05, 2026 |
| Argos Wealth Advisors, LLC | History | New | 1,399 | 253 | 0.07% | — | 324 | +1,399 | New | Q4 2025 | Feb 04, 2026 |
| Catalyst Funds Management Pty Ltd | History | Reduced | 1,400 | 253 | 0.06% | 0.07% | 325 | -1,100 | -44.0% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,389 | 251 | 0.01% | 0.01% | 327 | +111 | 8.69% | Q4 2025 | Jan 20, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 1,390 | 251 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | New | 1,350 | 244 | 0.04% | — | 329 | +1,350 | New | Q4 2025 | Jan 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,349 | 244 | 0.0% | 0.0% | 328 | +12 | 0.9% | Q4 2025 | Feb 03, 2026 |
| QTR Family Wealth, LLC | History | New | 1,372 | 243 | 0.11% | — | 330 | +1,372 | New | Q4 2025 | Feb 13, 2026 |
| Guardian Partners Inc. | History | Added to | 1,500 | 242 | 0.02% | 0.02% | 331 | +200 | 15.38% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 1,314 | 238 | 0.0% | 0.03% | 332 | -6,560 | -83.31% | Q4 2025 | Feb 02, 2026 |
| Empirical Finance, LLC | History | Reduced | 1,313 | 237 | 0.01% | 0.01% | 333 | -43 | -3.17% | Q4 2025 | Feb 12, 2026 |
| North Dakota State Investment Board | History | New | 1,298 | 235 | 0.01% | — | 334 | +1,298 | New | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | New | 1,282 | 232 | 0.0% | — | 335 | +1,282 | New | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 1,277 | 231 | 0.09% | 0.1% | 336 | -100 | -7.26% | Q4 2025 | Jan 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,267 | 229 | 0.1% | 0.09% | 337 | +291 | 29.82% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 1,257 | 227 | 0.03% | — | 339 | +1,257 | New | Q4 2025 | Feb 04, 2026 |
| Empowered Funds, LLC | History | Reduced | 1,256 | 227 | 0.0% | 0.0% | 338 | -26 | -2.03% | Q4 2025 | Feb 18, 2026 |
| Essex Financial Services, Inc. | History | New | 1,247 | 226 | 0.01% | — | 340 | +1,247 | New | Q4 2025 | Feb 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 1,244 | 225 | 0.0% | — | 341 | +1,244 | New | Q4 2025 | Feb 17, 2026 |
| Twin Tree Management, LP | History | Reduced | 1,227 | 222 | 0.0% | 0.02% | 342 | -23,473 | -95.03% | Q4 2025 | Feb 11, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | New | 1,206 | 218 | 0.17% | — | 344 | +1,206 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,203 | 218 | 0.0% | 0.0% | 343 | +1,028 | 587.43% | Q4 2025 | Jan 23, 2026 |
| Credit Capital Investments LLC | History | No change | 1,200 | 217 | 0.2% | 0.23% | 345 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 1,194 | 216 | 0.04% | 0.05% | 347 | -431 | -26.52% | Q4 2025 | Jan 30, 2026 |
| KBC Group NV | History | Added to | 1,194 | 216 | 0.0% | 0.0% | 346 | +251 | 26.62% | Q4 2025 | Jan 26, 2026 |
| Wick Capital Partners, LLC | History | New | 1,170 | 212 | 0.04% | — | 348 | +1,170 | New | Q4 2025 | Mar 02, 2026 |
| CHOREO, LLC | History | New | 1,135 | 207 | 0.0% | — | 350 | +1,135 | New | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,143 | 207 | 0.0% | 0.0% | 349 | -288 | -20.13% | Q4 2025 | Feb 02, 2026 |
| Brooklyn Investment Group | History | New | 1,123 | 206 | 0.01% | — | 351 | +1,123 | New | Q4 2025 | Feb 12, 2026 |
| Sather Financial Group Inc | History | New | 1,129 | 204 | 0.01% | — | 353 | +1,129 | New | Q4 2025 | Jan 26, 2026 |
| PDS Planning, Inc | History | New | 1,128 | 204 | 0.01% | — | 352 | +1,128 | New | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,127 | 204 | 0.0% | 0.0% | 354 | -163 | -12.64% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | New | 1,120 | 203 | 0.01% | — | 355 | +1,120 | New | Q4 2025 | Feb 17, 2026 |
| Claret Asset Management Corp | History | New | 1,116 | 202 | 0.02% | — | 356 | +1,116 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 1,108 | 200 | 0.0% | — | 357 | +1,108 | New | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 1,098 | 199 | 0.01% | 0.11% | 358 | -8,319 | -88.34% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Added to | 1,091 | 198 | 0.01% | 0.0% | 359 | +646 | 145.17% | Q4 2025 | Feb 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,014 | 183 | 0.04% | 0.06% | 360 | +528 | 108.64% | Q4 2025 | Mar 03, 2026 |
| STRS OHIO | History | Added to | 873 | 158 | 0.0% | 0.0% | 361 | +1 | 0.11% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 871 | 157 | 0.02% | — | 362 | +871 | New | Q4 2025 | Feb 13, 2026 |
| South Dakota Investment Council | History | Reduced | 850 | 154 | 0.0% | 0.0% | 363 | -100 | -10.53% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Added to | 811 | 147 | 0.08% | 0.06% | 364 | +158 | 24.2% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 687 | 124 | 0.04% | 0.0% | 365 | +641 | 1393.48% | Q4 2025 | Jan 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 622 | 112 | 0.01% | 0.0% | 367 | +503 | 422.69% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 617 | 112 | 0.0% | 0.0% | 366 | +290 | 88.69% | Q4 2025 | Feb 09, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 596 | 108 | 0.0% | 0.0% | 368 | -12 | -1.97% | Q4 2025 | Feb 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 580 | 105 | 0.0% | — | 369 | +580 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 496 | 89 | 0.0% | 0.0% | 370 | -111 | -18.29% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | Reduced | 480 | 87 | 0.01% | 0.03% | 371 | -235 | -32.87% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 467 | 85 | 0.0% | 0.0% | 372 | -241 | -34.04% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | New | 421 | 76 | 0.01% | — | 373 | +421 | New | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 374 | 67 | 0.01% | 0.01% | 374 | -2 | -0.53% | Q4 2025 | Feb 26, 2026 |
| Colonial Trust Co / SC | History | No change | 351 | 63 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | Reduced | 337 | 61 | 0.05% | 0.16% | 376 | -1,642 | -82.97% | Q4 2025 | Jan 27, 2026 |
| Neo Ivy Capital Management | History | New | 321 | 58 | 0.01% | — | 377 | +321 | New | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 311 | 56 | 0.0% | 0.0% | 378 | +164 | 111.56% | Q4 2025 | Jan 07, 2026 |
| Employees Retirement System of Texas | History | No change | 311 | 56 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 298 | 54 | 0.0% | 0.0% | 380 | -249 | -45.52% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Added to | 280 | 50 | 0.0% | 0.0% | 382 | +210 | 300.0% | Q4 2025 | Feb 24, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 277 | 50 | 0.0% | 0.0% | 381 | -34 | -10.93% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 261 | 47 | 0.0% | 0.0% | 383 | -19 | -6.79% | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 259 | 46 | 0.0% | 0.0% | 384 | -2,030 | -88.69% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 216 | 39 | 0.0% | 0.0% | 385 | -92 | -29.87% | Q4 2025 | Feb 13, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 214 | 38 | 0.03% | 0.08% | 387 | -400 | -65.15% | Q4 2025 | Feb 17, 2026 |
| Generali Asset Management SPA SGR | History | No change | 214 | 38 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 36 | 0.0% | 0.0% | 388 | -3,563 | -94.69% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | New | 177 | 32 | 0.0% | — | 390 | +177 | New | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 181 | 32 | 0.0% | 0.0% | 389 | -174 | -49.01% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 161 | 29 | 0.0% | 0.0% | 391 | -65 | -28.76% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | New | 156 | 28 | 0.01% | — | 393 | +156 | New | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 155 | 28 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rakuten Investment Management, Inc. | History | Reduced | 150 | 27 | 0.0% | 0.01% | 395 | -20,231 | -99.26% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 151 | 27 | 0.0% | 0.0% | 394 | +101 | 202.0% | Q4 2025 | Jan 29, 2026 |
| Bangor Savings Bank | History | Reduced | 139 | 25 | 0.0% | 0.09% | 396 | -5,947 | -97.72% | Q4 2025 | Jan 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 132 | 23 | 0.0% | 0.01% | 397 | -860 | -86.69% | Q4 2025 | Feb 13, 2026 |
| BARD ASSOCIATES INC | History | New | 126 | 22 | 0.01% | — | 398 | +126 | New | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 125 | 22 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 116 | 21 | 0.0% | 0.0% | 400 | -199 | -63.17% | Q4 2025 | Jan 20, 2026 |
| V-Square Quantitative Management LLC | History | New | 111 | 20 | 0.0% | — | 402 | +111 | New | Q4 2025 | Jan 22, 2026 |
| CVA Family Office, LLC | History | Added to | 113 | 20 | 0.0% | 0.0% | 401 | +7 | 6.6% | Q4 2025 | Jan 12, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 106 | 19 | 0.0% | 0.0% | 404 | -8 | -7.02% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | No change | 110 | 19 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 100 | 18 | 0.0% | 0.0% | 405 | -2 | -1.96% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 95 | 17 | 0.0% | 0.0% | 408 | +55 | 137.5% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 96 | 17 | 0.0% | 0.0% | 407 | -5 | -4.95% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 98 | 17 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CYBER HORNET ETFs LLC | History | No change | 99 | 17 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GoalVest Advisory LLC | History | New | 90 | 16 | 0.0% | — | 412 | +90 | New | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 88 | 16 | 0.0% | 0.0% | 411 | -53 | -37.59% | Q4 2025 | Mar 16, 2026 |
| CNB Bank | History | No change | 92 | 16 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Leonteq Securities AG | History | Added to | 67 | 12 | 0.0% | 0.0% | 413 | +6 | 9.84% | Q4 2025 | Feb 06, 2026 |
| Boreal Capital Management LLC | History | No change | 70 | 12 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 63 | 11 | 0.0% | — | 415 | +61 | 3050.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 64 | 11 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Roble, Belko & Company, Inc | History | No change | 55 | 10 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 51 | 9 | 0.0% | — | 419 | +51 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 50 | 9 | 0.0% | 0.0% | 420 | +3 | 6.38% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 56 | 9 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 47 | 8 | 0.0% | 0.0% | 421 | -321 | -87.23% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 44 | 7 | 0.0% | 0.0% | 422 | -135 | -75.42% | Q4 2025 | Feb 09, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 44 | 7 | 0.0% | — | 423 | +44 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 44 | 7 | 0.0% | — | 424 | +44 | New | Q4 2025 | Feb 17, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 33 | 7 | 0.0% | — | 426 | +33 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 42 | 7 | 0.0% | 0.0% | 425 | +11 | 35.48% | Q4 2025 | Feb 10, 2026 |
| West Branch Capital LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 32 | 5 | 0.0% | 0.0% | 431 | +9 | 39.13% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 31 | 5 | 0.0% | 0.0% | 430 | -1 | -3.13% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 28 | 5 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 29 | 5 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 25 | 4 | 0.0% | 0.0% | 434 | -55 | -68.75% | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | New | 26 | 4 | 0.0% | — | 435 | +26 | New | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 28 | 4 | 0.0% | 0.0% | 433 | +4 | 16.67% | Q4 2025 | Jan 30, 2026 |
| TCTC Holdings, LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| First Eagle Investment Management, LLC | History | New | 22 | 3 | 0.0% | — | 436 | +22 | New | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | New | 18 | 3 | 0.0% | — | 437 | +18 | New | Q4 2025 | Feb 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 3 | 0.0% | — | 439 | +17 | New | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 22 | 3 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Arax Advisory Partners | History | Reduced | 12 | 2 | 0.0% | 0.01% | 441 | -4,483 | -99.73% | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 15 | 2 | 0.0% | — | 442 | +12 | 400.0% | Q4 2025 | Feb 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 15 | 2 | 0.0% | — | 440 | +10 | 200.0% | Q4 2025 | Feb 03, 2026 |
| MTM Investment Management, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 10 | 1 | 0.0% | 0.0% | 449 | -140 | -93.33% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 11 | 1 | 0.0% | — | 456 | +11 | New | Q4 2025 | Feb 05, 2026 |
| Marquette Asset Management, LLC | History | New | 9 | 1 | 0.0% | — | 448 | +9 | New | Q4 2025 | Jan 16, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 9 | 1 | 0.0% | — | 452 | +9 | New | Q4 2025 | Jan 22, 2026 |
| SouthState Bank Corp | History | Added to | 9 | 1 | 0.0% | — | 446 | +8 | 800.0% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 9 | 1 | 0.0% | — | 450 | +8 | 800.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 7 | 1 | 0.0% | — | 459 | +7 | New | Q4 2025 | Jan 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 6 | 1 | 0.0% | 0.0% | 445 | -6 | -50.0% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6 | 1 | 0.0% | — | 451 | +6 | New | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 6 | 1 | 0.0% | — | 454 | +6 | New | Q4 2025 | Jan 29, 2026 |
| Ankerstar Wealth, LLC | History | New | 6 | 1 | 0.0% | — | 460 | +6 | New | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 6 | 1 | 0.0% | — | 463 | +6 | New | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Added to | 6 | 1 | 0.0% | — | 453 | +4 | 200.0% | Q4 2025 | Jan 23, 2026 |
| Cromwell Holdings LLC | History | Added to | 6 | 1 | 0.0% | — | 457 | +2 | 50.0% | Q4 2025 | Jan 20, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 11 | 1 | 0.0% | 0.0% | 462 | +2 | 22.22% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 461 | -1 | -14.29% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 7 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 6 | 1 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -163,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.1% | — | -75,388 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -64,825 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.08% | — | -42,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -37,965 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.03% | — | -35,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 2.09% | — | -34,404 | -100.0% | Q3 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.13% | — | -34,267 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.03% | — | -32,267 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -31,477 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Grandeur Peak Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -20,408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.05% | — | -18,164 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,232 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.01% | — | -13,700 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,367 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LRT Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -12,170 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -12,127 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Castle Hook Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,799 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATAURO, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,312 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,205 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elevate Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -7,315 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,928 | -100.0% | Q3 2025 | Nov 06, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -5,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,607 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,548 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,204 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,012 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.44% | — | -2,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,480 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.08% | — | -2,343 | -100.0% | Q3 2025 | Nov 12, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -2,194 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,034 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,012 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NORRIS PERNE & FRENCH LLP/MI | History | Closed out | 0 | 0 | — | 0.02% | — | -1,935 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,874 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,687 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.05% | — | -1,462 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,394 | -100.0% | Q3 2025 | Nov 10, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,219 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,154 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,142 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -458 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -220 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -166 | -100.0% | Q3 2025 | Feb 10, 2026 |
| ALLIANZ SE | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -5 | -83.33% | Q4 2025 | Jan 15, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q4 2025 | Jan 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 09, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sachetta, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealth Watch Advisors, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |