MANNKIND CORP - MNKD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 28,949,515 | 164,143 | 0.0% | 0.0% | 1 | +239,379 | 0.83% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 17,880,873 | 101,384 | 0.0% | 0.0% | 2 | +250,290 | 1.42% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 14,623,269 | 82,913 | 0.0% | 0.0% | 3 | +3,883,071 | 36.15% | Q4 2025 | Feb 13, 2026 |
| Rubric Capital Management LP | History | Reduced | 7,476,495 | 42,391 | 0.51% | 0.69% | 4 | -3,938,176 | -34.5% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 7,374,138 | 41,819 | 0.0% | 0.0% | 5 | -11,375 | -0.15% | Q4 2025 | Feb 09, 2026 |
| Nitorum Capital, L.P. | History | Reduced | 5,325,823 | 30,197 | 6.68% | 6.19% | 6 | -1,235,642 | -18.83% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 5,103,097 | 28,934 | 0.0% | 0.0% | 7 | -91,642 | -1.76% | Q4 2025 | Jan 29, 2026 |
| Avoro Capital Advisors LLC | History | Reduced | 4,444,444 | 25,199 | 0.25% | 0.31% | 8 | -24,433 | -0.55% | Q4 2025 | Mar 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,443,922 | 25,197 | 0.0% | 0.0% | 9 | +593,471 | 15.41% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,443,603 | 25,195 | 0.01% | 0.0% | 10 | +426,921 | 10.63% | Q4 2025 | Feb 12, 2026 |
| Frazier Life Sciences Management, L.P. | History | New | 4,225,000 | 23,955 | 0.64% | — | 11 | +4,225,000 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,930,355 | 22,285 | 0.0% | 0.0% | 12 | +2,290,298 | 139.65% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,577,534 | 20,284 | 0.0% | 0.0% | 13 | +258,773 | 7.8% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,305,012 | 18,739 | 0.0% | 0.0% | 14 | -162,709 | -4.69% | Q4 2025 | Feb 17, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 2,963,175 | 16,801 | 4.11% | 4.29% | 15 | -20,800 | -0.7% | Q4 2025 | Jan 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 2,958,944 | 16,777 | 1.91% | 1.88% | 16 | +86,658 | 3.02% | Q4 2025 | Jan 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,629,888 | 14,911 | 0.0% | 0.0% | 17 | -145,025 | -5.23% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,564,526 | 14,540 | 0.0% | 0.0% | 18 | -13,796 | -0.54% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,546,034 | 14,436 | 0.0% | 0.0% | 19 | -184,316 | -6.75% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,362,221 | 13,393 | 0.0% | 0.0% | 20 | -585,318 | -19.86% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 2,162,242 | 12,259 | 0.0% | 0.0% | 21 | -469,574 | -17.84% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,921,967 | 10,897 | 0.0% | 0.0% | 22 | -177,942 | -8.47% | Q4 2025 | Mar 25, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,894,000 | 10,738 | 0.02% | 0.01% | 23 | +200,000 | 11.81% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,861,046 | 10,552 | 0.04% | 0.02% | 24 | +626,878 | 50.79% | Q4 2025 | Feb 17, 2026 |
| Eversept Partners, LP | History | Reduced | 1,852,563 | 10,504 | 0.53% | 0.76% | 25 | -190,164 | -9.31% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,831,136 | 10,382 | 0.01% | 0.01% | 26 | -768,994 | -29.58% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,757,487 | 9,964 | 0.02% | 0.01% | 27 | +906,690 | 106.57% | Q4 2025 | Feb 12, 2026 |
| EcoR1 Capital, LLC | History | New | 1,660,000 | 9,412 | 0.43% | — | 28 | +1,660,000 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 1,580,796 | 8,963 | 0.0% | 0.0% | 29 | -55,184 | -3.37% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,248,545 | 7,079 | 0.0% | 0.0% | 30 | -291,120 | -18.91% | Q4 2025 | Feb 13, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | New | 1,200,100 | 6,804 | 1.19% | — | 31 | +1,200,100 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,188,438 | 6,738 | 0.01% | 0.02% | 32 | -821,799 | -40.88% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,089,059 | 6,174 | 0.0% | 0.0% | 33 | +587,168 | 116.99% | Q4 2025 | Feb 13, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 1,037,704 | 5,883 | 0.05% | — | 34 | +1,037,704 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 1,025,437 | 5,814 | 0.0% | 0.0% | 35 | +179,381 | 21.2% | Q4 2025 | Feb 13, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Added to | 974,700 | 5,526 | 0.92% | 0.64% | 36 | +251,200 | 34.72% | Q4 2025 | Jan 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 894,204 | 5,070 | 0.02% | — | 37 | +894,204 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 873,493 | 4,952 | 0.0% | 0.0% | 38 | -20,820 | -2.33% | Q4 2025 | Feb 10, 2026 |
| DIADEMA PARTNERS LP | History | Reduced | 854,300 | 4,843 | 0.83% | 1.72% | 39 | -397,675 | -31.76% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 843,026 | 4,779 | 0.0% | 0.0% | 40 | +365,819 | 76.66% | Q4 2025 | Feb 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 827,853 | 4,685 | 0.0% | — | 41 | +827,853 | New | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 707,140 | 4,009 | 0.01% | — | 42 | +707,140 | New | Q4 2025 | Feb 13, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | No change | 694,961 | 3,940 | 0.81% | 0.47% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 664,113 | 3,765 | 0.03% | 0.04% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkman Healthcare Partners LLC | History | Reduced | 640,356 | 3,630 | 0.35% | 0.37% | 45 | -15,728 | -2.4% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 639,249 | 3,624 | 0.0% | 0.0% | 46 | -97,430 | -13.23% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 610,557 | 3,461 | 0.0% | 0.0% | 47 | +101,229 | 19.88% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 587,186 | 3,329 | 0.0% | — | 48 | +587,186 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 578,402 | 3,279 | 0.0% | 0.0% | 49 | +144,556 | 33.32% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 574,700 | 3,258 | 0.0% | 0.0% | 50 | +14,800 | 2.64% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 553,759 | 3,139 | 0.0% | 0.0% | 51 | -303,187 | -35.38% | Q4 2025 | Feb 17, 2026 |
| 1492 Capital Management LLC | History | Added to | 535,270 | 3,034 | 1.16% | 1.1% | 52 | +31,026 | 6.15% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 522,190 | 2,960 | 0.0% | 0.0% | 53 | -1,525,679 | -74.5% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 512,740 | 2,907 | 0.0% | 0.0% | 54 | -73,799 | -12.58% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 510,964 | 2,897 | 0.01% | 0.02% | 55 | -1,320,363 | -72.1% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 484,162 | 2,745 | 0.01% | 0.01% | 56 | +310,894 | 179.43% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 472,859 | 2,681 | 0.0% | 0.0% | 57 | +370,550 | 362.19% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 452,470 | 2,565 | 0.01% | 0.0% | 58 | +243,038 | 116.05% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 446,930 | 2,534 | 0.02% | — | 59 | +446,930 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 432,785 | 2,453 | 0.0% | 0.0% | 60 | -125,476 | -22.48% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Reduced | 427,058 | 2,421 | 0.0% | 0.01% | 61 | -1,288,579 | -75.11% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 405,660 | 2,300 | 0.0% | 0.0% | 62 | -6,728 | -1.63% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 381,423 | 2,162 | 0.0% | 0.0% | 63 | -60,352 | -13.66% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 375,561 | 2,129 | 0.0% | 0.0% | 64 | -223,565 | -37.32% | Q4 2025 | Feb 18, 2026 |
| Calamos Advisors LLC | History | Added to | 370,718 | 2,101 | 0.01% | 0.0% | 65 | +139,807 | 60.55% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 333,829 | 1,892 | 0.0% | 0.0% | 66 | +101,121 | 43.45% | Q4 2025 | Feb 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 307,158 | 1,742 | 0.0% | 0.0% | 67 | +39,218 | 14.64% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 300,504 | 1,703 | 0.0% | — | 68 | +300,504 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 294,003 | 1,666 | 0.0% | 0.0% | 69 | -25,182 | -7.89% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 278,850 | 1,581 | 0.0% | 0.0% | 70 | -241 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 269,796 | 1,529 | 0.03% | 0.03% | 71 | +32,554 | 13.72% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 264,293 | 1,498 | 0.0% | — | 72 | +264,293 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 255,615 | 1,449 | 0.0% | 0.0% | 73 | -1,126 | -0.44% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 248,191 | 1,407 | 0.0% | 0.0% | 74 | -90,946 | -26.82% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 245,279 | 1,390 | 0.01% | — | 75 | +245,279 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 238,681 | 1,353 | 0.03% | — | 76 | +238,681 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 222,163 | 1,259 | 0.04% | 0.01% | 77 | +167,123 | 303.64% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 209,479 | 1,187 | 0.0% | 0.0% | 78 | +2,777 | 1.34% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 206,612 | 1,170 | 0.0% | — | 79 | +206,612 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 204,121 | 1,157 | 0.0% | 0.0% | 80 | +16,401 | 8.74% | Q4 2025 | Feb 17, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 200,763 | 1,138 | 0.06% | 0.06% | 81 | +2,355 | 1.19% | Q4 2025 | Jan 21, 2026 |
| Bruce & Co., Inc. | History | No change | 195,073 | 1,106 | 0.34% | 0.32% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 194,978 | 1,105 | 0.0% | 0.0% | 83 | +82,462 | 73.29% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 178,494 | 1,012 | 0.0% | 0.0% | 84 | +79,843 | 80.93% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 171,757 | 973 | 0.0% | 0.0% | 85 | -7,780 | -4.33% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 169,001 | 958 | 0.03% | 0.01% | 86 | +120,223 | 246.47% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 163,280 | 925 | 0.0% | 0.0% | 87 | +1,063 | 0.66% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 161,951 | 918 | 0.0% | 0.0% | 88 | -9,840 | -5.73% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 161,300 | 915 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 154,254 | 874 | 0.0% | 0.0% | 90 | -16,756 | -9.8% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 143,592 | 814 | 0.0% | 0.0% | 91 | +63,657 | 79.64% | Q4 2025 | Jan 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 140,440 | 796 | 0.0% | — | 92 | +140,440 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 127,763 | 723 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 127,363 | 722 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 125,099 | 709 | 0.0% | 0.0% | 95 | -110,368 | -46.87% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | New | 122,610 | 695 | 0.01% | — | 96 | +122,610 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 121,148 | 686 | 0.0% | — | 97 | +121,148 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 116,975 | 661 | 0.0% | — | 98 | +116,975 | New | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 105,945 | 600 | 0.0% | 0.0% | 99 | +3,827 | 3.75% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 104,429 | 592 | 0.02% | 0.02% | 100 | +457 | 0.44% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 106,440 | 590 | 0.0% | 0.0% | 101 | -62,290 | -36.92% | Q4 2025 | Feb 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 102,995 | 583 | 0.0% | — | 102 | +102,995 | New | Q4 2025 | Feb 09, 2026 |
| BIT Capital GmbH | History | New | 101,000 | 572 | 0.02% | — | 103 | +101,000 | New | Q4 2025 | Feb 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 98,402 | 557 | 0.03% | 0.0% | 104 | +85,275 | 649.62% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 96,499 | 547 | 0.0% | 0.0% | 105 | -200 | -0.21% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | New | 88,311 | 500 | 0.05% | — | 106 | +88,311 | New | Q4 2025 | Feb 11, 2026 |
| Stonepine Capital Management, LLC | History | Reduced | 86,359 | 489 | 0.36% | 0.69% | 107 | -71,210 | -45.19% | Q4 2025 | Feb 13, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 81,463 | 461 | 0.21% | 0.18% | 109 | +32,201 | 65.37% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 81,412 | 461 | 0.0% | 0.0% | 108 | -3,920 | -4.59% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 78,510 | 445 | 0.0% | 0.0% | 110 | -6,669 | -7.83% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 73,206 | 415 | 0.0% | — | 113 | +73,206 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 73,345 | 415 | 0.0% | 0.0% | 111 | +35,204 | 92.3% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 73,287 | 415 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 71,068 | 405 | 0.0% | 0.0% | 114 | +41,493 | 140.3% | Q4 2025 | Mar 20, 2026 |
| ProShare Advisors LLC | History | Added to | 69,130 | 391 | 0.0% | 0.0% | 115 | +6,428 | 10.25% | Q4 2025 | Feb 06, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 68,700 | 389 | 0.05% | 0.05% | 116 | +5,000 | 7.85% | Q4 2025 | Jan 21, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 66,333 | 376 | 0.0% | 0.0% | 117 | +33,333 | 101.01% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,350 | 376 | 0.0% | 0.0% | 118 | -732 | -1.09% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 62,000 | 351 | 0.0% | 0.0% | 119 | -5,600 | -8.28% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 60,126 | 340 | 0.0% | 0.0% | 120 | +1,720 | 2.94% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 57,385 | 325 | 0.0% | 0.0% | 121 | +2,514 | 4.58% | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | New | 55,890 | 316 | 0.03% | — | 122 | +55,890 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 54,740 | 310 | 0.0% | 0.0% | 123 | +11,115 | 25.48% | Q4 2025 | Feb 13, 2026 |
| Painted Porch Advisors LLC | History | New | 53,432 | 302 | 0.12% | — | 124 | +53,432 | New | Q4 2025 | Mar 19, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 53,433 | 299 | 0.0% | 0.0% | 125 | -11,688 | -17.95% | Q4 2025 | Feb 03, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 51,475 | 291 | 0.11% | 0.07% | 126 | +1,475 | 2.95% | Q4 2025 | Jan 21, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 50,037 | 283 | 0.02% | 0.02% | 127 | -3,745 | -6.96% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 49,182 | 278 | 0.0% | 0.0% | 128 | -1 | -0.0% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 48,536 | 275 | 0.0% | 0.0% | 129 | -298 | -0.61% | Q4 2025 | Feb 03, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 47,600 | 269 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 43,274 | 245 | 0.0% | 0.0% | 131 | -1,665 | -3.71% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 43,374 | 245 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 43,108 | 244 | 0.0% | 0.0% | 133 | -27,814 | -39.22% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Reduced | 41,816 | 237 | 0.0% | 0.0% | 134 | -7,095 | -14.51% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,234 | 220 | 0.0% | 0.0% | 135 | +2,443 | 6.64% | Q4 2025 | Jan 08, 2026 |
| Magnetar Financial LLC | History | New | 37,398 | 212 | 0.0% | — | 136 | +37,398 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 37,260 | 211 | 0.0% | — | 137 | +37,260 | New | Q4 2025 | Feb 17, 2026 |
| Bayesian Capital Management, LP | History | New | 35,200 | 199 | 0.46% | — | 138 | +35,200 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 34,950 | 190 | 0.0% | 0.0% | 139 | +900 | 2.64% | Q4 2025 | Jan 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 33,405 | 189 | 0.0% | 0.0% | 140 | +2,404 | 7.75% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | New | 33,322 | 188 | 0.0% | — | 141 | +33,322 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 32,108 | 182 | 0.0% | — | 142 | +32,108 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 30,133 | 170 | 0.0% | 0.0% | 143 | +11,487 | 61.61% | Q4 2025 | Feb 10, 2026 |
| Polymer Capital Management (US) LLC | History | New | 29,545 | 167 | 0.02% | — | 144 | +29,545 | New | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 29,093 | 164 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SWAN Capital LLC | History | No change | 28,850 | 163 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 27,235 | 154 | 0.04% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 26,982 | 153 | 0.0% | 0.0% | 148 | -93,519 | -77.61% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 26,548 | 150 | 0.0% | — | 149 | +26,548 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 26,000 | 147 | 0.0% | — | 150 | +26,000 | New | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 25,295 | 143 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | New | 24,269 | 137 | 0.03% | — | 152 | +24,269 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 23,962 | 135 | 0.0% | 0.0% | 153 | +6,907 | 40.5% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 23,818 | 135 | 0.0% | 0.0% | 154 | +229 | 0.97% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 23,631 | 133 | 0.0% | — | 155 | +23,631 | New | Q4 2025 | Feb 17, 2026 |
| Wellington Shields & Co., LLC | History | No change | 22,660 | 128 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 22,531 | 127 | 0.0% | 0.0% | 157 | +1,812 | 8.75% | Q4 2025 | Feb 18, 2026 |
| Gotham Asset Management, LLC | History | New | 21,681 | 122 | 0.0% | — | 158 | +21,681 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 21,679 | 122 | 0.0% | 0.0% | 159 | +7,713 | 55.23% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 21,350 | 121 | 0.0% | 0.0% | 160 | -5,680 | -21.01% | Q4 2025 | Feb 12, 2026 |
| WINTON GROUP Ltd | History | New | 20,817 | 118 | 0.0% | — | 161 | +20,817 | New | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 20,031 | 113 | 0.0% | — | 162 | +20,031 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 19,770 | 112 | 0.0% | 0.0% | 163 | +876 | 4.64% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | No change | 19,726 | 111 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 17,905 | 101 | 0.0% | 0.0% | 165 | -19,616 | -52.28% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 17,917 | 101 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 17,333 | 98 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 17,119 | 97 | 0.09% | — | 168 | +17,119 | New | Q4 2025 | Mar 11, 2026 |
| Abacus Wealth Partners, LLC | History | New | 16,277 | 92 | 0.01% | — | 170 | +16,277 | New | Q4 2025 | Feb 05, 2026 |
| CTC Alternative Strategies, Ltd. | History | No change | 16,400 | 92 | 0.17% | 0.14% | 169 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 15,451 | 87 | 0.0% | — | 171 | +15,451 | New | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 15,377 | 87 | 0.0% | 0.0% | 172 | -10,423 | -40.4% | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 14,922 | 84 | 0.0% | 0.0% | 173 | +3,060 | 25.8% | Q4 2025 | Jan 26, 2026 |
| KBC Group NV | History | No change | 14,348 | 81 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Freestone Grove Partners LP | History | New | 14,137 | 80 | 0.0% | — | 176 | +14,137 | New | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 14,118 | 80 | 0.0% | — | 175 | +14,118 | New | Q4 2025 | Feb 04, 2026 |
| Summit Global Investments | History | No change | 13,901 | 79 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 13,600 | 77 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 13,270 | 75 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 13,120 | 74 | 0.0% | — | 180 | +13,120 | New | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,957 | 73 | 0.0% | 0.0% | 181 | +200 | 1.57% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,411 | 70 | 0.0% | — | 182 | +12,411 | New | Q4 2025 | Feb 18, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 12,107 | 68 | 0.02% | 0.03% | 183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | New | 11,185 | 63 | 0.0% | — | 184 | +11,185 | New | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,821 | 61 | 0.0% | 0.0% | 185 | +19 | 0.18% | Q4 2025 | Jan 21, 2026 |
| Laurel Wealth Advisors LLC | History | New | 10,627 | 60 | 0.01% | — | 186 | +10,627 | New | Q4 2025 | Jan 30, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 10,460 | 59 | 0.02% | — | 188 | +10,460 | New | Q4 2025 | Jan 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,407 | 59 | 0.01% | 0.01% | 187 | -2,191 | -17.39% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,400 | 58 | 0.0% | 0.0% | 189 | +8,400 | 420.0% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 10,000 | 57 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 9,512 | 54 | 0.0% | 0.0% | 191 | +325 | 3.54% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,000 | 45 | 0.0% | — | 193 | +8,000 | New | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | No change | 8,074 | 45 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,840 | 44 | 0.0% | 0.0% | 194 | +4 | 0.05% | Q4 2025 | Feb 10, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 6,034 | 34 | 0.0% | 0.0% | 195 | -567 | -8.59% | Q4 2025 | Jan 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 4,340 | 25 | 0.0% | — | 196 | +4,340 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,118 | 17 | 0.0% | 0.0% | 197 | +403 | 14.84% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,962 | 16 | 0.0% | 0.0% | 198 | -721 | -19.58% | Q4 2025 | Jan 15, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,462 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,382 | 13 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,011 | 11 | 0.0% | 0.0% | 202 | +1,277 | 173.98% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,000 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,900 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MAI Capital Management | History | Added to | 1,694 | 9 | 0.0% | 0.0% | 204 | +1,254 | 285.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,489 | 8 | 0.0% | 0.0% | 205 | +989 | 197.8% | Q4 2025 | Feb 06, 2026 |
| Aviso Financial Inc. | History | Reduced | 1,238 | 7 | 0.0% | 0.0% | 207 | -1,500 | -54.78% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,365 | 7 | 0.0% | 0.0% | 208 | +348 | 34.22% | Q4 2025 | Feb 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1,348 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 1,091 | 6 | 0.0% | — | 210 | +1,091 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,223 | 6 | 0.0% | 0.0% | 211 | -721 | -37.09% | Q4 2025 | Jan 08, 2026 |
| Daiwa Securities Group Inc. | History | No change | 1,058 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,011 | 5 | 0.0% | 0.0% | 212 | +4 | 0.4% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | Added to | 822 | 4 | 0.0% | — | 214 | +673 | 451.68% | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 707 | 4 | 0.0% | 0.0% | 213 | +105 | 17.44% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 694 | 3 | 0.0% | 0.0% | 216 | +340 | 96.05% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 686 | 3 | 0.0% | 0.0% | 221 | +38 | 5.86% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 532 | 3 | 0.0% | 0.0% | 215 | +22 | 4.31% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 578 | 3 | 0.0% | 0.0% | 220 | +21 | 3.77% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 662 | 3 | 0.0% | 0.0% | 222 | +10 | 1.53% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | No change | 532 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 700 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 600 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 463 | 2 | 0.0% | 0.0% | 225 | -1,332 | -74.21% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 497 | 2 | 0.0% | — | 227 | +469 | 1675.0% | Q4 2025 | Jan 05, 2026 |
| Costello Asset Management, INC | History | No change | 500 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 363 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 200 | 1 | 0.0% | 0.0% | 231 | -300 | -60.0% | Q4 2025 | Mar 16, 2026 |
| SageView Advisory Group, LLC | History | New | 200 | 1 | 0.0% | — | 232 | +200 | New | Q4 2025 | Feb 17, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 217 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 240 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | No change | 249 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,481,807 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Soleus Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -300,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -195,932 | -100.0% | Q3 2025 | Oct 22, 2025 |
| DLD Asset Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -185,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -152,982 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -151,839 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117,979 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -75,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.06% | — | -73,600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -50,254 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -47,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -37,504 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,015 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,734 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,259 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Arax Advisory Partners | History | Reduced | 40 | 0 | — | 0.0% | — | -5,531 | -99.28% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 172 | 0 | — | 0.01% | — | -2,537 | -93.65% | Q4 2025 | Mar 03, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,365 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Covestor Ltd | History | Reduced | 22 | 0 | — | 0.0% | — | -496 | -95.75% | Q4 2025 | Feb 06, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -400 | -80.0% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -344 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | New | 162 | 0 | — | — | — | +162 | New | Q4 2025 | Jan 07, 2026 |
| Cornerstone Financial Management LLC | History | New | 131 | 0 | — | — | — | +131 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 23 | 0 | — | — | — | -101 | -81.45% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | New | 82 | 0 | — | — | — | +82 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 09, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 35 | 0 | — | — | — | -2 | -5.41% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 135 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Parallel Advisors, LLC | History | No change | 97 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 174 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 165 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |