MODINE MANUFACTURING CO - MOD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 74 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 | 5,037,137 | 672,508 | 0.01% | 0.01% | 1 | -43,737 | -0.86% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,992,913 | 533,093 | 0.01% | 0.01% | 2 | +28,824 | 0.73% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,879,299 | 384,415 | 0.07% | 0.07% | 3 | +130,511 | 4.75% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,333,174 | 311,503 | 0.03% | 0.03% | 4 | +560,131 | 31.59% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Added to | 1,478,224 | 197,357 | 0.04% | 0.03% | 5 | +179,617 | 13.83% | Q4 2025 | Feb 11, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 1,476,298 | 197,100 | 8.3% | 9.22% | 6 | -20,002 | -1.34% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 1,388,241 | 185,344 | 0.01% | 0.01% | 7 | -317,989 | -18.64% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,318,529 | 176,036 | 0.03% | 0.01% | 8 | +720,389 | 120.44% | Q4 2025 | Feb 19, 2026 |
| WASATCH ADVISORS LP | History | New | 1,313,775 | 175,402 | 1.04% | — | 9 | +1,313,775 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,237,207 | 165,179 | 0.01% | 0.01% | 10 | -38,280 | -3.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,221,688 | 163,135 | 0.01% | 0.01% | 11 | +1,782 | 0.15% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,133,669 | 151,356 | 0.01% | 0.01% | 12 | -37,828 | -3.23% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,130,902 | 150,986 | 0.01% | 0.01% | 13 | +114,209 | 11.23% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 1,018,021 | 135,915 | 0.46% | 0.47% | 14 | +51,058 | 5.28% | Q4 2025 | Feb 18, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 1,005,648 | 134,264 | 0.2% | 0.23% | 15 | -125,462 | -11.09% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 942,982 | 125,900 | 0.03% | 0.03% | 16 | -98,518 | -9.46% | Q4 2025 | Feb 12, 2026 |
| Capital World Investors | History | Reduced | 853,873 | 114,000 | 0.02% | 0.02% | 17 | -141,496 | -14.22% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 830,779 | 110,917 | 1.07% | 1.36% | 18 | -157,670 | -15.95% | Q4 2025 | Feb 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 827,109 | 110,427 | 0.03% | 0.04% | 19 | -64,907 | -7.28% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 814,172 | 108,700 | 0.16% | — | 20 | +814,172 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 763,681 | 101,959 | 0.05% | 0.05% | 21 | +13,836 | 1.85% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 713,537 | 95,264 | 0.01% | 0.01% | 22 | -143,140 | -16.71% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 703,960 | 93,985 | 0.01% | 0.02% | 23 | -5,270 | -0.74% | Q4 2025 | Feb 13, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 662,194 | 88,411 | 2.65% | 4.12% | 24 | -228,508 | -25.65% | Q4 2025 | Feb 10, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 568,853 | 75,947 | 0.53% | 0.5% | 25 | +41,373 | 7.84% | Q4 2025 | Jan 09, 2026 |
| CastleKnight Management LP | History | Reduced | 560,549 | 74,838 | 1.66% | 1.79% | 26 | -80,200 | -12.52% | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 535,947 | 71,554 | 3.83% | 4.63% | 27 | -66,515 | -11.04% | Q4 2025 | Feb 17, 2026 |
| WT Asset Management Ltd | History | New | 518,727 | 69,255 | 2.75% | — | 28 | +518,727 | New | Q4 2025 | Jan 29, 2026 |
| Hood River Capital Management LLC | History | Reduced | 516,520 | 68,960 | 0.76% | 0.89% | 29 | -15,582 | -2.93% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 491,014 | 65,555 | 0.01% | 0.01% | 30 | -46,557 | -8.66% | Q4 2025 | Jan 29, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 480,392 | 64,137 | 0.44% | 0.69% | 31 | -192,556 | -28.61% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 472,920 | 63,139 | 0.01% | 0.03% | 32 | -364,528 | -43.53% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 468,076 | 62,492 | 0.01% | 0.01% | 33 | -25,606 | -5.19% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 456,482 | 60,944 | 0.08% | 0.01% | 34 | +400,081 | 709.35% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 451,254 | 60,246 | 0.01% | 0.01% | 35 | -29,179 | -6.07% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 436,739 | 58,309 | 0.01% | — | 36 | +436,739 | New | Q4 2025 | Feb 10, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 436,084 | 58,222 | 1.68% | 0.06% | 37 | +422,646 | 3145.16% | Q4 2025 | Feb 02, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 429,795 | 57,381 | 0.18% | 0.14% | 38 | +105,643 | 32.59% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 421,631 | 56,291 | 0.0% | 0.0% | 39 | -47,913 | -10.2% | Q4 2025 | Feb 17, 2026 |
| Aventail Capital Group, LP | History | New | 402,378 | 53,721 | 3.1% | — | 40 | +402,378 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 392,247 | 52,368 | 0.05% | 0.04% | 41 | +136,398 | 53.31% | Q4 2025 | Feb 13, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 389,935 | 52,060 | 1.6% | 1.79% | 42 | -1,784 | -0.46% | Q4 2025 | Feb 09, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 382,915 | 51,122 | 0.14% | 0.14% | 43 | +1,990 | 0.52% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 376,530 | 50,271 | 0.09% | 0.17% | 44 | -219,957 | -36.88% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 368,328 | 49,175 | 0.07% | 0.06% | 45 | +19,193 | 5.5% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | Added to | 349,366 | 46,643 | 0.01% | 0.01% | 46 | +75,292 | 27.47% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 337,131 | 45,010 | 0.01% | 0.01% | 47 | +26,498 | 8.53% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 332,072 | 44,334 | 0.02% | 0.0% | 48 | +321,237 | 2964.81% | Q4 2025 | Feb 10, 2026 |
| Granahan Investment Management, LLC | History | Added to | 326,474 | 43,587 | 1.87% | 1.09% | 49 | +139,560 | 74.67% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 322,931 | 43,114 | 0.14% | 0.11% | 50 | +80,444 | 33.17% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 321,877 | 42,973 | 0.04% | 0.07% | 51 | -172,038 | -34.83% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 301,233 | 40,217 | 0.01% | 0.0% | 52 | +168,593 | 127.11% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 293,418 | 39,174 | 0.04% | 0.05% | 53 | -6,353 | -2.12% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 292,700 | 39,078 | 0.26% | — | 54 | +292,700 | New | Q4 2025 | Feb 05, 2026 |
| J. Goldman & Co LP | History | Added to | 285,181 | 38,074 | 1.0% | 0.78% | 55 | +68,078 | 31.36% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 279,753 | 37,349 | 0.02% | 0.02% | 56 | -6,481 | -2.26% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 277,908 | 37,103 | 0.5% | 0.46% | 57 | +33,266 | 13.6% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 262,637 | 35,064 | 0.01% | 0.01% | 58 | -69,276 | -20.87% | Q4 2025 | Jan 22, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 261,684 | 34,937 | 0.35% | 0.61% | 59 | -306,779 | -53.97% | Q4 2025 | Feb 13, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 248,408 | 33,164 | 4.63% | 5.08% | 60 | -27,225 | -9.88% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 240,956 | 32,170 | 0.22% | 0.3% | 61 | -77,933 | -24.44% | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 235,425 | 31,431 | 1.53% | 1.72% | 62 | +1,349 | 0.58% | Q4 2025 | Feb 09, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 228,656 | 30,902 | 0.02% | — | 63 | +228,656 | New | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 228,418 | 30,496 | 0.25% | 0.2% | 64 | +36,128 | 18.79% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 226,967 | 30,302 | 0.01% | 0.01% | 65 | -2,278 | -0.99% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 212,571 | 28,555 | 0.01% | 0.01% | 66 | +6,823 | 3.32% | Q4 2025 | Feb 18, 2026 |
| Pembroke Management, LTD | History | Reduced | 211,143 | 28,189 | 2.91% | 3.03% | 67 | -3,446 | -1.61% | Q4 2025 | Feb 12, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 200,321 | 26,744 | 0.03% | 0.04% | 68 | -9,358 | -4.46% | Q4 2025 | Feb 12, 2026 |
| Jain Global LLC | History | Reduced | 197,255 | 26,335 | 0.13% | 0.14% | 69 | -3,137 | -1.57% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 193,147 | 25,787 | 0.26% | 0.41% | 70 | -94,955 | -32.96% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 186,002 | 24,833 | 0.09% | 0.1% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 183,728 | 24,529 | 0.02% | 0.03% | 72 | -58,614 | -24.19% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 182,507 | 24,366 | 0.0% | 0.01% | 73 | -134,998 | -42.52% | Q4 2025 | Feb 10, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Reduced | 178,036 | 23,769 | 0.39% | 0.45% | 74 | -57,800 | -24.51% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 169,434 | 22,621 | 0.02% | 0.02% | 75 | -3,508 | -2.03% | Q4 2025 | Feb 11, 2026 |
| Boston Partners | History | Reduced | 170,380 | 22,589 | 0.02% | 0.03% | 76 | -65,917 | -27.9% | Q4 2025 | Feb 13, 2026 |
| KTF INVESTMENTS, LLC | History | New | 165,885 | 22,147 | 3.64% | — | 77 | +165,885 | New | Q4 2025 | Jan 30, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 159,479 | 21,292 | 0.23% | 0.53% | 78 | -258,263 | -61.82% | Q4 2025 | Feb 17, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 158,334 | 21,139 | 0.08% | 0.09% | 79 | -6,672 | -4.04% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 135,719 | 18,119 | 0.03% | 0.0% | 80 | +124,568 | 1117.1% | Q4 2025 | Feb 05, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 134,562 | 17,965 | 0.16% | 0.18% | 81 | -6,643 | -4.7% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 122,462 | 16,349 | 0.01% | 0.01% | 82 | -61,213 | -33.33% | Q4 2025 | Feb 13, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 122,052 | 16,295 | 1.35% | 1.63% | 83 | -18,010 | -12.86% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 121,069 | 16,163 | 0.04% | 0.04% | 84 | +7,953 | 7.03% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 116,688 | 15,579 | 0.02% | 0.06% | 85 | -209,060 | -64.18% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 115,201 | 15,380 | 0.0% | 0.0% | 86 | -12,140 | -9.53% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 113,360 | 15,134 | 0.32% | 0.21% | 87 | +47,478 | 72.07% | Q4 2025 | Feb 13, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 110,193 | 14,749 | 1.18% | 1.15% | 88 | +5,462 | 5.22% | Q4 2025 | Feb 09, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 109,138 | 14,571 | 0.44% | 0.1% | 89 | +85,138 | 354.74% | Q4 2025 | Feb 17, 2026 |
| Zurich Insurance Group Ltd/FI | History | New | 105,869 | 14,134 | 0.1% | — | 90 | +105,869 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 103,915 | 13,873 | 0.01% | 0.0% | 91 | +51,515 | 98.31% | Q4 2025 | Jan 29, 2026 |
| Telemark Asset Management, LLC | History | New | 100,000 | 13,351 | 1.33% | — | 93 | +100,000 | New | Q4 2025 | Feb 11, 2026 |
| RBF Capital, LLC | History | No change | 100,000 | 13,351 | 0.59% | 0.63% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 98,400 | 13,137 | 0.01% | 0.01% | 94 | +1,800 | 1.86% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 94,469 | 12,612 | 0.01% | 0.02% | 95 | -11,351 | -10.73% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 86,632 | 12,198 | 0.02% | 0.02% | 96 | +2,016 | 2.38% | Q4 2025 | Jan 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 90,146 | 12,035 | 0.01% | 0.01% | 97 | +16,575 | 22.53% | Q4 2025 | Feb 12, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 90,061 | 12,024 | 0.37% | 0.42% | 98 | -7,412 | -7.6% | Q4 2025 | Jan 28, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 89,222 | 11,912 | 0.5% | 0.4% | 99 | +26,620 | 42.52% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 87,091 | 11,627 | 0.0% | 0.0% | 100 | -8,429 | -8.82% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 86,362 | 11,531 | 0.0% | — | 101 | +86,362 | New | Q4 2025 | Feb 17, 2026 |
| G2 Investment Partners Management LLC | History | Added to | 86,093 | 11,494 | 2.73% | 1.07% | 102 | +48,683 | 130.13% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 86,027 | 11,485 | 0.0% | 0.0% | 103 | +8,659 | 11.19% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 84,057 | 11,222 | 0.0% | 0.0% | 104 | +11,668 | 16.12% | Q4 2025 | Feb 12, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 83,882 | 11,199 | 0.04% | 0.05% | 105 | -17,699 | -17.42% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 82,327 | 10,991 | 0.01% | — | 106 | +82,327 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 77,140 | 10,298 | 0.02% | 0.02% | 107 | +2,170 | 2.89% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 75,909 | 10,134 | 0.01% | 0.02% | 108 | -7,530 | -9.02% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 75,652 | 10,100 | 0.0% | 0.0% | 109 | +527 | 0.7% | Q4 2025 | Feb 11, 2026 |
| Front Street Capital Management, Inc. | History | Reduced | 74,868 | 9,996 | 1.42% | 1.69% | 110 | -2,134 | -2.77% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 71,840 | 9,591 | 0.01% | 0.01% | 111 | -11,640 | -13.94% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 71,468 | 9,541 | 0.01% | 0.0% | 112 | +39,081 | 120.67% | Q4 2025 | Feb 13, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 70,057 | 9,353 | 0.68% | 0.72% | 113 | +3,873 | 5.85% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 68,938 | 9,203 | 0.1% | 0.1% | 114 | -436 | -0.63% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 66,687 | 8,903 | 0.01% | 0.01% | 115 | -16,079 | -19.43% | Q4 2025 | Feb 17, 2026 |
| SIR Capital Management, L.P. | History | Added to | 65,388 | 8,729 | 0.97% | 0.34% | 116 | +38,588 | 143.99% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 65,292 | 8,720 | 0.01% | 0.02% | 117 | -5,810 | -8.17% | Q4 2025 | Jan 28, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 63,816 | 8,520 | 0.39% | 0.21% | 118 | +24,841 | 63.74% | Q4 2025 | Feb 17, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 63,704 | 8,505 | 0.07% | — | 119 | +63,704 | New | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 63,164 | 8,433 | 0.01% | 0.0% | 120 | +59,445 | 1598.41% | Q4 2025 | Jan 09, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 43,200 | 8,411 | 1.02% | 1.06% | 121 | -25,642 | -37.25% | Q4 2025 | Feb 13, 2026 |
| Zimmer Partners, LP | History | New | 62,500 | 8,344 | 0.22% | — | 122 | +62,500 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 60,090 | 8,022 | 0.01% | 0.0% | 123 | +36,442 | 154.1% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Added to | 58,176 | 7,767 | 0.3% | 0.32% | 124 | +613 | 1.06% | Q4 2025 | Feb 03, 2026 |
| Pier Capital, LLC | History | New | 58,159 | 7,764 | 1.24% | — | 125 | +58,159 | New | Q4 2025 | Feb 03, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 57,370 | 7,659 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 57,271 | 7,646 | 0.0% | 0.0% | 127 | +2,658 | 4.87% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 56,200 | 7,503 | 0.03% | 0.04% | 128 | -15,585 | -21.71% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 54,801 | 7,316 | 0.04% | 0.05% | 129 | -3,401 | -5.84% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Reduced | 53,910 | 7,197 | 0.0% | 0.0% | 130 | -4,691 | -8.0% | Q4 2025 | Feb 09, 2026 |
| NEOS Investment Management LLC | History | New | 53,135 | 7,094 | 0.04% | — | 131 | +53,135 | New | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | New | 53,135 | 7,094 | 0.55% | — | 132 | +53,135 | New | Q4 2025 | Jan 16, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 52,686 | 7,034 | 0.02% | 0.02% | 133 | +1,199 | 2.33% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE GROUP LLC | History | New | 52,226 | 6,972 | 0.28% | — | 134 | +52,226 | New | Q4 2025 | Feb 11, 2026 |
| Panoramic Capital, LLC | History | Reduced | 51,240 | 6,841 | 3.67% | 4.16% | 135 | -13,876 | -21.31% | Q4 2025 | Feb 17, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 50,501 | 6,742 | 1.26% | 1.42% | 136 | -2,299 | -4.35% | Q4 2025 | Jan 30, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 50,000 | 6,675 | 1.19% | — | 137 | +50,000 | New | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 47,102 | 6,288 | 0.01% | 0.01% | 138 | -46 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Roubaix Capital, LLC | History | Added to | 46,196 | 6,167 | 2.63% | 2.94% | 139 | +1,854 | 4.18% | Q4 2025 | Feb 09, 2026 |
| Covalis Capital LLP | History | New | 45,404 | 6,061 | 0.43% | — | 140 | +45,404 | New | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 42,469 | 5,670 | 1.67% | 1.8% | 141 | -4,980 | -10.5% | Q4 2025 | Feb 13, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 40,245 | 5,373 | 0.09% | 0.1% | 142 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 40,207 | 5,368 | 0.0% | — | 143 | +40,207 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 40,083 | 5,351 | 0.32% | 0.36% | 144 | -645 | -1.58% | Q4 2025 | Feb 10, 2026 |
| Impax Asset Management Group plc | History | No change | 40,000 | 5,340 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 37,937 | 5,064 | 0.06% | 0.08% | 146 | -10,252 | -21.27% | Q4 2025 | Feb 02, 2026 |
| EFG International AG | History | New | 37,715 | 5,032 | 0.1% | — | 147 | +37,715 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 37,515 | 5,008 | 0.0% | 0.01% | 148 | -37,126 | -49.74% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 35,235 | 4,704 | 0.37% | 0.62% | 149 | -20,814 | -37.14% | Q4 2025 | Jan 20, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 35,000 | 4,672 | 0.01% | 0.02% | 150 | -38,000 | -52.05% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 32,830 | 4,383 | 0.0% | 0.01% | 151 | -48,254 | -59.51% | Q4 2025 | Feb 13, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 32,173 | 4,295 | 0.58% | 0.36% | 152 | +13,392 | 71.31% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 32,016 | 4,274 | 0.01% | 0.01% | 153 | -10,469 | -24.64% | Q4 2025 | Feb 13, 2026 |
| Candelo Capital Management LP | History | Reduced | 31,511 | 4,207 | 3.75% | 4.79% | 154 | -7,542 | -19.31% | Q4 2025 | Feb 17, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Reduced | 30,724 | 4,101 | 0.3% | 0.33% | 155 | -899 | -2.84% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 29,949 | 3,998 | 0.01% | 0.01% | 156 | +899 | 3.09% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 29,595 | 3,951 | 0.02% | 0.02% | 157 | -12,210 | -29.21% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 28,806 | 3,845 | 0.0% | 0.0% | 158 | +5,098 | 21.5% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,787 | 3,843 | 0.02% | 0.02% | 159 | -1,923 | -6.26% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 28,749 | 3,838 | 0.05% | 0.06% | 160 | -3,061 | -9.62% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 26,920 | 3,594 | 0.0% | — | 161 | +26,920 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 26,660 | 3,559 | 0.01% | — | 162 | +26,660 | New | Q4 2025 | Jan 26, 2026 |
| HOMESTEAD ADVISERS CORP | History | New | 26,500 | 3,538 | 0.09% | — | 163 | +26,500 | New | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | New | 26,185 | 3,495 | 0.01% | — | 164 | +26,185 | New | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Added to | 26,061 | 3,479 | 0.01% | 0.01% | 165 | +11,890 | 83.9% | Q4 2025 | Feb 13, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | New | 25,000 | 3,337 | 0.21% | — | 166 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 24,304 | 3,244 | 0.0% | 0.0% | 167 | +4,404 | 22.13% | Q4 2025 | Feb 11, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Added to | 23,983 | 3,202 | 1.62% | 1.67% | 168 | +912 | 3.95% | Q4 2025 | Feb 06, 2026 |
| Schear Investment Advisers, LLC | History | Added to | 23,931 | 3,195 | 1.38% | 1.01% | 169 | +7,954 | 49.78% | Q4 2025 | Jan 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 23,172 | 3,093 | 0.05% | 0.02% | 170 | +14,524 | 167.95% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 23,046 | 3,076 | 0.01% | 0.02% | 171 | -1,232 | -5.07% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 22,880 | 3,055 | 0.05% | — | 172 | +22,880 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 22,545 | 3,009 | 0.02% | — | 173 | +22,545 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 22,278 | 2,972 | 0.0% | 0.0% | 174 | -9,157 | -29.13% | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 22,197 | 2,963 | 0.29% | 0.24% | 175 | +2,371 | 11.96% | Q4 2025 | Jan 12, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 21,859 | 2,918 | 0.04% | — | 176 | +21,859 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 21,587 | 2,882 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HITE Hedge Asset Management LLC | History | New | 21,086 | 2,815 | 0.18% | — | 178 | +21,086 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 20,255 | 2,704 | 0.0% | 0.01% | 179 | -3,545 | -14.89% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 19,963 | 2,665 | 0.02% | 0.02% | 180 | +570 | 2.94% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | Reduced | 19,899 | 2,656 | 0.23% | 0.48% | 181 | -11,274 | -36.17% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 19,590 | 2,615 | 0.0% | 0.0% | 182 | +3,163 | 19.25% | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 19,486 | 2,601 | 0.18% | — | 183 | +19,486 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 19,464 | 2,598 | 0.01% | 0.02% | 184 | -1,156 | -5.61% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 19,150 | 2,556 | 0.01% | — | 185 | +19,150 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 18,289 | 2,441 | 0.0% | 0.0% | 186 | -8,412 | -31.5% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 17,566 | 2,345 | 0.01% | 0.0% | 187 | +8,879 | 102.21% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | New | 17,500 | 2,336 | 0.17% | — | 188 | +17,500 | New | Q4 2025 | Jan 29, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | New | 17,455 | 2,330 | 0.54% | — | 189 | +17,455 | New | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 17,438 | 2,328 | 0.01% | 0.01% | 190 | +32 | 0.18% | Q4 2025 | Jan 30, 2026 |
| Game Creek Capital, LP | History | Added to | 17,000 | 2,269 | 0.75% | 0.82% | 191 | +500 | 3.03% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 16,900 | 2,256 | 0.08% | 0.07% | 192 | +2,684 | 18.88% | Q4 2025 | Jan 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,776 | 2,239 | 0.0% | 0.01% | 193 | +991 | 6.28% | Q4 2025 | Jan 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 16,639 | 2,221 | 0.94% | 1.05% | 194 | -600 | -3.48% | Q4 2025 | Jan 30, 2026 |
| Riverwater Partners LLC | History | No change | 16,527 | 2,206 | 0.85% | 0.97% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 16,162 | 2,157 | 0.06% | — | 196 | +16,162 | New | Q4 2025 | Feb 17, 2026 |
| Register Financial Advisors LLC | History | Reduced | 15,600 | 2,082 | 0.81% | 1.0% | 197 | -2,200 | -12.36% | Q4 2025 | Jan 21, 2026 |
| Expect Equity LLC | History | Reduced | 15,575 | 2,079 | 2.01% | 2.75% | 198 | -4,200 | -21.24% | Q4 2025 | Feb 17, 2026 |
| Shellback Capital, LP | History | Reduced | 15,452 | 2,062 | 0.2% | 1.12% | 199 | -108,787 | -87.56% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 15,414 | 2,057 | 0.03% | 0.04% | 200 | -4,889 | -24.08% | Q4 2025 | Feb 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 15,212 | 2,030 | 0.02% | 0.02% | 201 | -1,829 | -10.73% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,171 | 2,025 | 0.04% | 0.01% | 202 | +12,950 | 583.07% | Q4 2025 | Jan 16, 2026 |
| De Lisle Partners LLP | History | Added to | 15,000 | 2,001 | 0.26% | 0.21% | 203 | +3,000 | 25.0% | Q4 2025 | Feb 13, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 14,736 | 1,967 | 0.22% | 0.26% | 204 | -1,880 | -11.31% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 14,700 | 1,963 | 0.01% | 0.01% | 205 | +1,600 | 12.21% | Q4 2025 | Feb 06, 2026 |
| Charter Oak Advisors LP | History | No change | 14,616 | 1,951 | 1.64% | 0.75% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 14,309 | 1,910 | 0.01% | 0.02% | 207 | -18,214 | -56.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,120 | 1,885 | 0.02% | 0.02% | 208 | -500 | -3.42% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 14,101 | 1,882 | 0.01% | 0.01% | 209 | -651 | -4.41% | Q4 2025 | Jan 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,422 | 1,791 | 0.03% | 0.04% | 210 | -253 | -1.85% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,262 | 1,770 | 0.0% | 0.0% | 211 | +4,113 | 44.96% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | New | 13,181 | 1,759 | 0.04% | — | 212 | +13,181 | New | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 13,166 | 1,757 | 0.0% | 0.0% | 213 | -477 | -3.5% | Q4 2025 | Feb 12, 2026 |
| Welch Group, LLC | History | No change | 13,000 | 1,735 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,235 | 1,633 | 0.0% | 0.0% | 215 | +1,269 | 11.57% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 12,210 | 1,630 | 0.0% | 0.0% | 216 | -250 | -2.01% | Q4 2025 | Jan 23, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 11,960 | 1,596 | 0.05% | — | 217 | +11,960 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,954 | 1,595 | 0.01% | 0.01% | 218 | -401 | -3.25% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 11,886 | 1,586 | 0.01% | 0.01% | 219 | -5,848 | -32.98% | Q4 2025 | Feb 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 11,874 | 1,585 | 0.05% | 0.06% | 220 | -2,380 | -16.7% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,800 | 1,575 | 0.01% | 0.01% | 221 | +900 | 8.26% | Q4 2025 | Jan 28, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 11,754 | 1,569 | 0.01% | 0.01% | 222 | -13 | -0.11% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 11,122 | 1,484 | 0.0% | 0.0% | 223 | +5,105 | 84.84% | Q4 2025 | Jan 30, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 11,064 | 1,477 | 0.66% | 0.65% | 224 | -317 | -2.79% | Q4 2025 | Jan 07, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 11,018 | 1,471 | 0.02% | 0.01% | 225 | +5,254 | 91.15% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 10,918 | 1,457 | 0.26% | 0.27% | 226 | +593 | 5.74% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | New | 10,882 | 1,452 | 0.01% | — | 227 | +10,882 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,413 | 1,390 | 0.0% | 0.0% | 228 | -23 | -0.22% | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 10,200 | 1,361 | 0.0% | 0.0% | 229 | -1,000 | -8.93% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,050 | 1,351 | 0.0% | 0.0% | 230 | +2,453 | 32.29% | Q4 2025 | Mar 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,809 | 1,309 | 0.0% | 0.0% | 231 | -29,096 | -74.79% | Q4 2025 | Feb 13, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 9,602 | 1,281 | 0.78% | 0.84% | 232 | -78 | -0.81% | Q4 2025 | Jan 23, 2026 |
| ProShare Advisors LLC | History | Added to | 9,584 | 1,279 | 0.0% | 0.0% | 233 | +617 | 6.88% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,575 | 1,278 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Twin Tree Management, LP | History | Reduced | 9,400 | 1,254 | 0.01% | 0.03% | 235 | -44,695 | -82.62% | Q4 2025 | Feb 11, 2026 |
| Delta Global Management LP | History | New | 9,280 | 1,238 | 0.09% | — | 236 | +9,280 | New | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,549 | 1,141 | 0.0% | 0.0% | 237 | +4,537 | 113.09% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,470 | 1,130 | 0.0% | 0.0% | 238 | +1,467 | 20.95% | Q4 2025 | Feb 17, 2026 |
| DUTCH ASSET Corp | History | New | 8,419 | 1,124 | 0.87% | — | 239 | +8,419 | New | Q4 2025 | Mar 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,376 | 1,118 | 0.0% | 0.0% | 240 | -2,261 | -21.26% | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 8,353 | 1,115 | 0.18% | 0.04% | 241 | +6,663 | 394.26% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 8,131 | 1,085 | 0.01% | — | 242 | +8,131 | New | Q4 2025 | Feb 06, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 8,109 | 1,082 | 0.03% | 0.03% | 243 | -117 | -1.42% | Q4 2025 | Jan 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,985 | 1,066 | 0.01% | — | 244 | +7,985 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 7,892 | 1,065 | 0.0% | 0.0% | 245 | +213 | 2.77% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,116 | 1,054 | 0.0% | 0.0% | 246 | -134 | -1.62% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 7,722 | 1,030 | 0.01% | — | 247 | +7,722 | New | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 7,600 | 1,014 | 0.0% | 0.0% | 248 | -6,300 | -45.32% | Q4 2025 | Feb 17, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 7,510 | 1,002 | 0.06% | 0.12% | 250 | -4,509 | -37.52% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,512 | 1,002 | 0.08% | 0.1% | 249 | -1,615 | -17.69% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 7,493 | 1,000 | 0.0% | 0.0% | 251 | -18,062 | -70.68% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 7,423 | 991 | 0.01% | 0.01% | 252 | -12 | -0.16% | Q4 2025 | Feb 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 7,400 | 987 | 0.12% | — | 253 | +7,400 | New | Q4 2025 | Jan 27, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,362 | 982 | 0.01% | 0.02% | 254 | -2,982 | -28.83% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Reduced | 6,832 | 912 | 0.02% | 0.02% | 255 | -445 | -6.12% | Q4 2025 | Jan 09, 2026 |
| Aristides Capital LLC | History | Added to | 6,803 | 908 | 0.16% | 0.14% | 256 | +201 | 3.04% | Q4 2025 | Feb 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 6,800 | 907 | 0.0% | — | 257 | +6,800 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,795 | 907 | 0.0% | 0.0% | 258 | +480 | 7.6% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 6,632 | 885 | 0.0% | 0.02% | 259 | -66,068 | -90.88% | Q4 2025 | Mar 12, 2026 |
| Tidal Investments LLC | History | Reduced | 6,601 | 881 | 0.0% | 0.0% | 260 | -1,321 | -16.68% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,577 | 878 | 0.0% | 0.0% | 261 | +230 | 3.62% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 5,727 | 877 | 0.0% | 0.0% | 262 | +3,281 | 134.14% | Q4 2025 | Feb 11, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 6,684 | 798 | 0.01% | — | 263 | +6,684 | New | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,850 | 781 | 0.0% | 0.0% | 264 | +3,807 | 186.34% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 5,749 | 767 | 0.0% | 0.0% | 265 | -1,282 | -18.23% | Q4 2025 | Feb 13, 2026 |
| MRA Advisory Group | History | Added to | 5,751 | 767 | 0.32% | 0.34% | 266 | +250 | 4.54% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,490 | 733 | 0.0% | 0.0% | 267 | +2,002 | 57.4% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,402 | 721 | 0.0% | — | 268 | +5,402 | New | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Reduced | 5,400 | 720 | 0.0% | 0.0% | 269 | -700 | -11.48% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Reduced | 5,221 | 697 | 0.0% | 0.01% | 270 | -1,103 | -17.44% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 5,086 | 679 | 0.0% | 0.0% | 271 | +2,705 | 113.61% | Q4 2025 | Mar 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 5,070 | 677 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 5,000 | 667 | 0.57% | 0.71% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTRUST BANK NA | History | Reduced | 4,881 | 651 | 0.05% | 0.06% | 274 | -38 | -0.77% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,881 | 651 | 0.01% | 0.01% | 275 | -15 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 4,667 | 623 | 0.03% | — | 276 | +4,667 | New | Q4 2025 | Feb 12, 2026 |
| Bay Rivers Group | History | Reduced | 4,590 | 612 | 0.25% | 0.38% | 279 | -1,680 | -26.79% | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,586 | 612 | 0.01% | 0.01% | 278 | -681 | -12.93% | Q4 2025 | Jan 20, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 4,587 | 612 | 0.06% | 0.07% | 280 | +209 | 4.77% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,589 | 612 | 0.01% | 0.01% | 277 | +164 | 3.71% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,528 | 603 | 0.0% | — | 281 | +4,528 | New | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Added to | 4,424 | 590 | 0.0% | 0.0% | 282 | +75 | 1.72% | Q4 2025 | Feb 12, 2026 |
| Cannon Global Investment Management, LLC | History | Added to | 4,400 | 587 | 1.48% | 0.85% | 283 | +400 | 10.0% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,367 | 583 | 0.0% | 0.0% | 284 | +2,262 | 107.46% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,342 | 579 | 0.02% | 0.02% | 285 | -39 | -0.89% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,284 | 571 | 0.0% | 0.0% | 286 | +1,137 | 36.13% | Q4 2025 | Feb 17, 2026 |
| Williams & Novak, LLC | History | Reduced | 4,267 | 569 | 0.43% | 0.52% | 287 | -500 | -10.49% | Q4 2025 | Feb 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 4,227 | 564 | 0.0% | — | 288 | +4,227 | New | Q4 2025 | Feb 05, 2026 |
| Polymer Capital Management (US) LLC | History | New | 4,175 | 557 | 0.06% | — | 289 | +4,175 | New | Q4 2025 | Feb 17, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 4,150 | 554 | 0.44% | 0.47% | 290 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 4,078 | 544 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LMR Partners LLP | History | New | 4,000 | 534 | 0.0% | — | 292 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Gibbs Wealth Management | History | Reduced | 4,268 | 534 | 0.13% | 0.14% | 293 | -232 | -5.16% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Added to | 3,904 | 521 | 0.0% | 0.0% | 294 | +115 | 3.04% | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | New | 3,900 | 520 | 0.0% | — | 295 | +3,900 | New | Q4 2025 | Feb 13, 2026 |
| OP Asset Management Ltd | History | Added to | 3,823 | 510 | 0.01% | 0.0% | 296 | +1,353 | 54.78% | Q4 2025 | Apr 21, 2026 |
| Leonteq Securities AG | History | Added to | 3,800 | 507 | 0.02% | 0.01% | 297 | +1,900 | 100.0% | Q4 2025 | Feb 06, 2026 |
| Persistent Asset Partners Ltd | History | New | 3,735 | 498 | 0.22% | — | 298 | +3,735 | New | Q4 2025 | Feb 17, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 3,600 | 480 | 0.05% | — | 299 | +3,600 | New | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Added to | 3,491 | 466 | 0.06% | 0.06% | 301 | +411 | 13.34% | Q4 2025 | Jan 21, 2026 |
| Inspire Investing, LLC | History | Added to | 3,493 | 466 | 0.04% | 0.04% | 300 | +279 | 8.68% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,469 | 463 | 0.0% | — | 302 | +3,469 | New | Q4 2025 | Feb 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 3,475 | 463 | 0.11% | 0.07% | 303 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| New England Research & Management, Inc. | History | New | 3,450 | 460 | 0.2% | — | 304 | +3,450 | New | Q4 2025 | Jan 07, 2026 |
| Ethic Inc. | History | Added to | 3,441 | 459 | 0.01% | 0.01% | 305 | +362 | 11.76% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,402 | 454 | 0.0% | 0.0% | 306 | -171 | -4.79% | Q4 2025 | Jan 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,368 | 449 | 0.01% | 0.01% | 307 | +192 | 6.05% | Q4 2025 | Jan 29, 2026 |
| BAILARD, INC. | History | No change | 3,350 | 447 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 3,322 | 443 | 0.03% | 0.03% | 309 | +55 | 1.68% | Q4 2025 | Jan 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 3,280 | 442 | 0.0% | 0.0% | 310 | +15 | 0.46% | Q4 2025 | Feb 18, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 3,265 | 435 | 0.0% | 0.01% | 311 | -9,007 | -73.39% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,213 | 428 | 0.01% | 0.01% | 312 | +898 | 38.79% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | New | 3,200 | 427 | 0.07% | — | 313 | +3,200 | New | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,178 | 424 | 0.01% | 0.01% | 314 | -100 | -3.05% | Q4 2025 | Jan 29, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 3,156 | 421 | 0.0% | 0.0% | 315 | +103 | 3.37% | Q4 2025 | Jan 23, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 3,125 | 417 | 0.14% | 0.23% | 316 | -1,400 | -30.94% | Q4 2025 | Jan 26, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 3,100 | 413 | 0.0% | 5.08% | 317 | -4,600 | -59.74% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 3,073 | 410 | 0.0% | — | 319 | +3,073 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 3,074 | 410 | 0.0% | 0.0% | 318 | +24 | 0.79% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,055 | 408 | 0.0% | 0.0% | 320 | +26 | 0.86% | Q4 2025 | Jan 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 2,900 | 387 | 0.0% | 0.0% | 321 | -557 | -16.11% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 2,895 | 386 | 0.04% | — | 322 | +2,895 | New | Q4 2025 | Feb 05, 2026 |
| Cynosure Group, LLC | History | Reduced | 2,863 | 382 | 0.04% | 0.07% | 323 | -1,527 | -34.78% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 2,761 | 367 | 0.0% | 0.0% | 324 | -2,237 | -44.76% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 2,662 | 355 | 0.0% | — | 325 | +2,662 | New | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,653 | 354 | 0.0% | — | 326 | +2,653 | New | Q4 2025 | Feb 10, 2026 |
| Massar Capital Management, LP | History | New | 2,653 | 354 | 0.04% | — | 327 | +2,653 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | No change | 2,618 | 349 | 0.0% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | New | 2,599 | 347 | 0.0% | — | 329 | +2,599 | New | Q4 2025 | Jan 30, 2026 |
| Eurizon SLJ Capital Ltd | History | New | 2,592 | 346 | 0.14% | — | 330 | +2,592 | New | Q4 2025 | Feb 10, 2026 |
| DGS Capital Management, LLC | History | Reduced | 2,561 | 341 | 0.06% | 0.07% | 331 | -23 | -0.89% | Q4 2025 | Feb 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,544 | 339 | 0.02% | 0.02% | 332 | -40 | -1.55% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Reduced | 2,520 | 336 | 0.02% | 0.02% | 333 | -85 | -3.26% | Q4 2025 | Jan 26, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 2,353 | 331 | 0.0% | 0.0% | 334 | -858 | -26.72% | Q4 2025 | Feb 03, 2026 |
| HOWE & RUSLING INC | History | Reduced | 2,446 | 326 | 0.02% | 0.03% | 335 | -136 | -5.27% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,442 | 326 | 0.0% | 0.0% | 336 | -96 | -3.78% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,411 | 321 | 0.0% | 0.01% | 337 | +10 | 0.42% | Q4 2025 | Jan 23, 2026 |
| Yarbrough Capital, LLC | History | No change | 2,389 | 318 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MidWestOne Financial Group, Inc. | History | New | 2,359 | 314 | 0.03% | — | 339 | +2,359 | New | Q4 2025 | Feb 12, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,350 | 313 | 0.26% | 0.39% | 341 | -1,006 | -29.98% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | No change | 2,347 | 313 | 0.0% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 2,342 | 312 | 0.35% | 0.36% | 342 | -2,818 | -54.61% | Q4 2025 | Jan 07, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 2,300 | 307 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | Added to | 2,289 | 305 | 0.02% | 0.02% | 344 | +584 | 34.25% | Q4 2025 | Feb 13, 2026 |
| Quantitative Investment Management, LLC | History | New | 2,266 | 302 | 0.03% | — | 345 | +2,266 | New | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,257 | 301 | 0.0% | — | 346 | +2,257 | New | Q4 2025 | Feb 04, 2026 |
| Keebeck Wealth Management | History | New | 2,203 | 294 | 0.03% | — | 347 | +2,203 | New | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | Reduced | 2,200 | 293 | 0.2% | 0.26% | 349 | -800 | -26.67% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 2,255 | 293 | 0.02% | 0.02% | 348 | +155 | 7.38% | Q4 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 2,146 | 286 | 0.12% | — | 350 | +2,146 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,139 | 285 | 0.0% | 0.0% | 351 | +336 | 18.64% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | Added to | 2,078 | 277 | 0.06% | 0.1% | 352 | +413 | 24.8% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 2,070 | 276 | 0.02% | 0.01% | 353 | +629 | 43.65% | Q4 2025 | Jan 30, 2026 |
| Forum Financial Management, LP | History | Added to | 2,026 | 270 | 0.0% | 0.0% | 354 | +2 | 0.1% | Q4 2025 | Jan 27, 2026 |
| Diametric Capital, LP | History | New | 2,000 | 267 | 0.07% | — | 355 | +2,000 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,985 | 265 | 0.0% | 0.0% | 356 | -1,084 | -35.32% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,972 | 263 | 0.0% | 0.0% | 357 | +1,135 | 135.6% | Q4 2025 | Mar 16, 2026 |
| Concentric Capital Strategies, LP | History | Reduced | 1,904 | 254 | 0.01% | 0.39% | 358 | -59,150 | -96.88% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,904 | 254 | 0.0% | — | 359 | +1,904 | New | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,795 | 239 | 0.0% | 0.0% | 360 | -75 | -4.01% | Q4 2025 | Feb 17, 2026 |
| ANB BANK | History | Reduced | 1,771 | 236 | 0.09% | 0.1% | 362 | -29 | -1.61% | Q4 2025 | Feb 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 1,770 | 236 | 0.06% | 0.07% | 361 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 1,761 | 235 | 0.02% | — | 363 | +1,761 | New | Q4 2025 | Feb 17, 2026 |
| Harbour Capital Advisors, LLC | History | New | 1,675 | 235 | 0.05% | — | 364 | +1,675 | New | Q4 2025 | Jan 07, 2026 |
| State of Wyoming | History | Added to | 1,728 | 230 | 0.03% | 0.02% | 366 | +335 | 24.05% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,726 | 230 | 0.0% | 0.0% | 365 | +214 | 14.15% | Q4 2025 | Jan 22, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 1,704 | 227 | 0.01% | 0.01% | 367 | -72 | -4.05% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,688 | 225 | 0.01% | 0.01% | 368 | +200 | 13.44% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,677 | 223 | 0.0% | 0.0% | 369 | -174 | -9.4% | Q4 2025 | Feb 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 1,649 | 220 | 0.0% | 0.0% | 370 | -6,658 | -80.15% | Q4 2025 | Jan 28, 2026 |
| NORDEN GROUP LLC | History | New | 1,650 | 220 | 0.02% | — | 372 | +1,650 | New | Q4 2025 | Jan 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,648 | 220 | 0.0% | 0.0% | 371 | -51 | -3.0% | Q4 2025 | Feb 05, 2026 |
| Blueshift Asset Management, LLC | History | New | 1,611 | 215 | 0.06% | — | 374 | +1,611 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | No change | 1,616 | 215 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 1,610 | 214 | 0.14% | 0.16% | 376 | -79 | -4.68% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 1,603 | 214 | 0.0% | 0.0% | 375 | +10 | 0.63% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,600 | 213 | 0.0% | 0.0% | 377 | -1,476 | -47.98% | Q4 2025 | Jan 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,594 | 212 | 0.0% | 0.0% | 378 | -104 | -6.12% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 1,578 | 210 | 0.0% | — | 380 | +1,578 | New | Q4 2025 | Mar 12, 2026 |
| KBC Group NV | History | No change | 1,573 | 210 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,500 | 205 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 1,533 | 204 | 0.0% | — | 383 | +1,533 | New | Q4 2025 | Feb 06, 2026 |
| Demars Financial Group, LLC | History | Reduced | 1,529 | 204 | 0.07% | 0.08% | 382 | -121 | -7.33% | Q4 2025 | Jan 22, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 1,527 | 203 | 0.06% | 0.09% | 384 | -550 | -26.48% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,463 | 195 | 0.0% | 0.0% | 385 | +31 | 2.16% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,366 | 182 | 0.0% | 0.01% | 386 | -726 | -34.7% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,341 | 179 | 0.0% | 0.0% | 387 | +2 | 0.15% | Q4 2025 | Jan 15, 2026 |
| MidFirst Bank | History | New | 1,329 | 177 | 0.01% | — | 388 | +1,329 | New | Q4 2025 | Feb 25, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,298 | 173 | 0.0% | 0.0% | 389 | +1,146 | 753.95% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,209 | 161 | 0.0% | 0.0% | 390 | -300 | -19.88% | Q4 2025 | Feb 12, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 1,100 | 146 | 0.06% | — | 391 | +1,100 | New | Q4 2025 | Feb 04, 2026 |
| AlphaQuest LLC | History | Reduced | 1,054 | 140 | 0.01% | 0.02% | 392 | -959 | -47.64% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 1,003 | 133 | 0.0% | — | 393 | +1,003 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 987 | 131 | 0.0% | 0.0% | 394 | +30 | 3.13% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | Reduced | 975 | 130 | 0.01% | 0.02% | 395 | -515 | -34.56% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | New | 958 | 127 | 0.0% | — | 396 | +958 | New | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 803 | 108 | 0.0% | — | 397 | +803 | New | Q4 2025 | Feb 10, 2026 |
| CKW FINANCIAL GROUP | History | No change | 750 | 100 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 706 | 94 | 0.0% | 0.01% | 399 | -2,144 | -75.23% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 680 | 90 | 0.0% | 0.0% | 400 | +105 | 18.26% | Q4 2025 | Feb 18, 2026 |
| AdvisorShares Investments LLC | History | Added to | 667 | 89 | 0.01% | 0.01% | 401 | +192 | 40.42% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 600 | 80 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FIRST HORIZON CORP | History | Added to | 593 | 79 | 0.0% | 0.0% | 403 | +325 | 121.27% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Reduced | 579 | 77 | 0.0% | 0.0% | 404 | -18 | -3.02% | Q4 2025 | Jan 05, 2026 |
| Vestcor Inc | History | No change | 521 | 70 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | New | 517 | 68 | 0.0% | — | 406 | +517 | New | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 439 | 59 | 0.0% | 0.0% | 407 | +162 | 58.48% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 416 | 56 | 0.0% | 0.0% | 408 | -40 | -8.77% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 419 | 55 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 409 | 54 | 0.01% | 0.01% | 410 | -13 | -3.08% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 397 | 53 | 0.0% | 0.01% | 412 | -103 | -20.6% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 400 | 53 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 392 | 52 | 0.0% | 0.0% | 413 | -7 | -1.75% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 387 | 51 | 0.0% | 0.0% | 414 | -42 | -9.79% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 368 | 49 | 0.0% | 0.0% | 415 | +215 | 140.52% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 40 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 296 | 39 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 274 | 36 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 260 | 34 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 251 | 33 | 0.0% | — | 420 | +251 | New | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Reduced | 232 | 31 | 0.02% | 0.03% | 421 | -189 | -44.89% | Q4 2025 | Feb 06, 2026 |
| Silicon Valley Capital Partners | History | No change | 223 | 29 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | New | 200 | 26 | 0.0% | — | 423 | +200 | New | Q4 2025 | Jan 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 198 | 26 | 0.0% | 0.0% | 424 | -81 | -29.03% | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 184 | 24 | 0.0% | — | 425 | +184 | New | Q4 2025 | Feb 17, 2026 |
| PenderFund Capital Management Ltd. | History | Reduced | 180 | 24 | 0.0% | 0.0% | 426 | -20 | -10.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 169 | 21 | 0.0% | 0.0% | 428 | +151 | 838.89% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | No change | 162 | 21 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 147 | 19 | 0.01% | 0.0% | 429 | +30 | 25.64% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 147 | 19 | 0.0% | 0.0% | 430 | +29 | 24.58% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | New | 135 | 18 | 0.0% | — | 431 | +135 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 132 | 17 | 0.0% | 0.0% | 432 | -18 | -12.0% | Q4 2025 | Feb 09, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 127 | 16 | 0.0% | — | 433 | +127 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 115 | 15 | 0.0% | 0.0% | 434 | +54 | 88.52% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 117 | 15 | 0.0% | 0.0% | 435 | +15 | 14.71% | Q4 2025 | Jan 13, 2026 |
| Rossby Financial, LCC | History | New | 106 | 14 | 0.0% | — | 436 | +106 | New | Q4 2025 | Feb 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 100 | 13 | 0.01% | — | 437 | +100 | New | Q4 2025 | Jan 08, 2026 |
| DV Trading LLC | History | New | 100 | 13 | 0.0% | — | 438 | +100 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 96 | 12 | 0.0% | — | 439 | +96 | New | Q4 2025 | Feb 04, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 95 | 12 | 0.0% | — | 440 | +95 | New | Q4 2025 | Feb 13, 2026 |
| Accent Capital Management, LLC | History | No change | 94 | 12 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 89 | 11 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WPG Advisers, LLC | History | Reduced | 77 | 10 | 0.01% | 0.01% | 444 | -13 | -14.44% | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | No change | 80 | 10 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 65 | 9 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 60 | 8 | 0.0% | — | 448 | +60 | New | Q4 2025 | Mar 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 63 | 8 | 0.0% | 0.0% | 447 | -2 | -3.08% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 66 | 8 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advocate Investing Services LLC | History | New | 54 | 7 | 0.01% | — | 451 | +54 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 57 | 7 | 0.0% | 0.0% | 450 | +11 | 23.91% | Q4 2025 | Feb 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 56 | 7 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 45 | 6 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 37 | 4 | 0.0% | 0.0% | 454 | -108 | -74.48% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Management LLC (WY) | History | New | 34 | 4 | 0.0% | — | 456 | +34 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 36 | 4 | 0.0% | 0.0% | 457 | -33 | -47.83% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 33 | 4 | 0.0% | — | 459 | +33 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 32 | 4 | 0.0% | 0.0% | 453 | +11 | 52.38% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 34 | 4 | 0.0% | 0.0% | 460 | -2 | -5.56% | Q4 2025 | Jan 15, 2026 |
| MCF Advisors LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 23 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Westfuller Advisors, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | New | 21 | 3 | 0.0% | — | 463 | +21 | New | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Torren Management, LLC | History | New | 22 | 2 | 0.0% | — | 471 | +22 | New | Q4 2025 | Jan 30, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 464 | -18 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 15 | 2 | 0.0% | 0.0% | 470 | -2 | -11.76% | Q4 2025 | Feb 10, 2026 |
| Manchester Capital Management LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 19 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 11 | 1 | 0.0% | — | 472 | +11 | New | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | New | 11 | 1 | 0.0% | — | 475 | +11 | New | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 12 | 1 | 0.0% | 0.0% | 474 | -2 | -14.29% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 476 | -1 | -9.09% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 478 | -1 | -9.09% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 8 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | No change | 12 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.16% | — | -949,022 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -133,502 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.26% | — | -113,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Divisadero Street Capital Management, LP | History | Closed out | 0 | 0 | — | 0.49% | — | -78,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 2.02% | — | -58,035 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.77% | — | -48,703 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 4D Advisors, LLC | History | Closed out | 0 | 0 | — | 2.27% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,643 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 1.75% | — | -22,359 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.15% | — | -21,914 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Gallo Partners, LP | History | Closed out | 0 | 0 | — | 2.01% | — | -18,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,479 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -16,861 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -16,206 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,582 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VIKING FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,000 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -6,287 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.04% | — | -3,856 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,119 | -100.0% | Q3 2025 | Oct 30, 2025 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,333 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,674 | -100.0% | Q3 2025 | Nov 04, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,570 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,497 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -1,467 | -100.0% | Q3 2025 | Nov 17, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,456 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,450 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -919 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -733 | -100.0% | Q3 2025 | Nov 20, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -128 | -100.0% | Q3 2025 | Oct 08, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rakuten Securities, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -21 | -80.77% | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | Reduced | 5 | 0 | — | 0.0% | — | -10 | -66.67% | Q4 2025 | Feb 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 7 | 0 | — | 0.0% | — | -8 | -53.33% | Q4 2025 | Feb 02, 2026 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CENTRAL TRUST Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 23, 2026 |
| Marquette Asset Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Jan 12, 2026 |
| Signature Equity Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |