Morningstar, Inc. - MORN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 38 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 | 2,374,364 | 515,973 | 0.01% | 0.01% | 1 | -235,971 | -9.04% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 2,363,201 | 513,547 | 0.01% | 0.01% | 2 | -31,627 | -1.32% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 2,006,325 | 435,994 | 0.03% | 0.03% | 3 | +47,360 | 2.42% | Q4 2025 | Feb 13, 2026 |
| Select Equity Group, L.P. | History | Reduced | 1,522,492 | 330,852 | 1.43% | 2.01% | 4 | -581,210 | -27.63% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,241,794 | 269,854 | 0.73% | 0.87% | 5 | -172,511 | -12.2% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,136,213 | 246,910 | 0.04% | 0.02% | 6 | +523,387 | 85.41% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 900,297 | 195,643 | 0.1% | 0.09% | 7 | +292,053 | 48.02% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 746,907 | 162,310 | 0.01% | 0.01% | 8 | -16,316 | -2.14% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 596,982 | 129,750 | 0.01% | 0.01% | 9 | -18,813 | -3.06% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 471,971 | 102,566 | 0.02% | 0.02% | 10 | +51,844 | 12.34% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 432,571 | 94,002 | 0.01% | 0.0% | 11 | +301,672 | 230.46% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 382,454 | 83,111 | 0.12% | 0.1% | 12 | +96,279 | 33.64% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 365,560 | 79,439 | 0.0% | 0.0% | 13 | +47,082 | 14.78% | Q4 2025 | Feb 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 361,687 | 78,598 | 0.03% | 0.03% | 14 | -89,555 | -19.85% | Q4 2025 | Jan 22, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 354,200 | 76,971 | 0.15% | 0.07% | 15 | +193,400 | 120.27% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 343,833 | 74,718 | 0.03% | 0.03% | 16 | +45,092 | 15.09% | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 336,065 | 73,030 | 0.43% | — | 17 | +336,065 | New | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 323,770 | 70,358 | 0.11% | 0.14% | 18 | -137,000 | -29.73% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 295,347 | 64,181 | 0.01% | 0.01% | 19 | +138,605 | 88.43% | Q4 2025 | Jan 29, 2026 |
| NORGES BANK | History | New | 286,994 | 62,366 | 0.01% | — | 20 | +286,994 | New | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 285,098 | 61,954 | 0.04% | 0.04% | 21 | -5,523 | -1.9% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 271,999 | 59,108 | 0.01% | 0.01% | 22 | -24,303 | -8.2% | Q4 2025 | Feb 19, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 242,288 | 52,651 | 0.05% | 0.05% | 23 | +41,847 | 20.88% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 226,605 | 49,243 | 0.17% | 0.15% | 24 | +39,477 | 21.1% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 189,925 | 41,272 | 0.01% | 0.01% | 25 | +8,486 | 4.68% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 188,764 | 41,020 | 0.08% | 0.03% | 26 | +134,195 | 245.92% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 187,931 | 40,839 | 0.11% | 0.43% | 27 | -577,532 | -75.45% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 176,610 | 38,379 | 0.0% | 0.01% | 28 | -15,371 | -8.01% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 169,957 | 36,933 | 0.01% | 0.01% | 29 | -13,695 | -7.46% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 164,311 | 35,706 | 0.0% | 0.0% | 30 | +4,727 | 2.96% | Q4 2025 | Feb 17, 2026 |
| M&G Plc | History | Added to | 156,247 | 33,905 | 0.17% | 0.19% | 31 | +1,113 | 0.72% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 150,872 | 32,890 | 0.02% | — | 32 | +150,872 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 149,019 | 32,383 | 0.0% | 0.0% | 33 | -44,424 | -22.96% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 145,917 | 31,709 | 0.04% | 0.02% | 34 | +94,996 | 186.56% | Q4 2025 | Feb 17, 2026 |
| DF DENT & CO INC | History | Reduced | 145,591 | 31,638 | 0.46% | 0.6% | 35 | -53,994 | -27.05% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 143,011 | 31,077 | 0.32% | 0.32% | 36 | +3,635 | 2.61% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 136,904 | 29,750 | 0.03% | 0.05% | 37 | +8,049 | 6.25% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 128,956 | 28,023 | 0.09% | 0.08% | 38 | +30,682 | 31.22% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 113,822 | 24,734 | 0.0% | 0.0% | 39 | +15,366 | 15.61% | Q4 2025 | Mar 25, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Added to | 113,064 | 24,569 | 1.08% | 0.92% | 40 | +13,867 | 13.98% | Q4 2025 | Feb 17, 2026 |
| Copeland Capital Management, LLC | History | Added to | 105,282 | 22,879 | 0.51% | 0.42% | 41 | +17,378 | 19.77% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 100,283 | 21,792 | 0.08% | 0.02% | 42 | +76,097 | 314.63% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 88,071 | 19,138 | 0.01% | 0.01% | 43 | -3,084 | -3.38% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 85,973 | 18,682 | 0.01% | 0.01% | 44 | -24,912 | -22.47% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Added to | 78,179 | 16,989 | 0.2% | 0.15% | 45 | +20,660 | 35.92% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 76,524 | 16,673 | 0.01% | 0.02% | 46 | -11,584 | -13.15% | Q4 2025 | Jan 08, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 74,541 | 16,198 | 0.11% | 0.1% | 47 | +8,424 | 12.74% | Q4 2025 | Jan 09, 2026 |
| Nuveen, LLC | History | Reduced | 71,087 | 15,447 | 0.0% | 0.01% | 48 | -42,206 | -37.25% | Q4 2025 | Feb 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 71,033 | 15,436 | 0.23% | 0.2% | 49 | +10,794 | 17.92% | Q4 2025 | Jan 05, 2026 |
| Chicago Capital, LLC | History | Reduced | 69,041 | 15,003 | 0.37% | 0.4% | 50 | -1,001 | -1.43% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 69,032 | 15,001 | 0.0% | 0.0% | 51 | -5,719 | -7.65% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,266 | 14,834 | 0.0% | 0.0% | 52 | +10,989 | 19.19% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 64,175 | 13,945 | 0.01% | 0.0% | 53 | +54,785 | 583.44% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 63,229 | 13,740 | 0.01% | 0.01% | 54 | -2,025 | -3.1% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 61,209 | 13,301 | 0.04% | 0.02% | 55 | +30,498 | 99.31% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 59,267 | 12,879 | 0.01% | 0.02% | 56 | -23,664 | -28.53% | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 57,697 | 12,538 | 0.68% | 0.74% | 57 | +1,901 | 3.41% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 57,589 | 12,514 | 0.01% | 0.0% | 58 | +13,060 | 29.33% | Q4 2025 | Feb 17, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 56,272 | 12,264 | 0.71% | 0.87% | 59 | -34,320 | -37.88% | Q4 2025 | Feb 03, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Reduced | 55,533 | 12,040 | 1.3% | 1.41% | 60 | -1,942 | -3.38% | Q4 2025 | Jan 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 51,607 | 11,214 | 0.03% | 0.0% | 61 | +44,938 | 673.83% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 50,467 | 10,966 | 0.13% | 0.09% | 62 | +17,199 | 51.7% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Reduced | 50,000 | 10,865 | 0.01% | 0.01% | 63 | -3,300 | -6.19% | Q4 2025 | Feb 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 48,957 | 10,639 | 0.17% | 0.19% | 64 | -1,082 | -2.16% | Q4 2025 | Feb 17, 2026 |
| Sone Capital Management, LLC | History | Added to | 43,658 | 9,487 | 0.77% | 0.76% | 65 | +4,432 | 11.3% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 260,978 | 9,295 | 0.01% | 0.01% | 66 | +240,848 | 1196.46% | Q4 2025 | Mar 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 42,164 | 9,191 | 0.01% | 0.01% | 67 | -5,936 | -12.34% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 39,093 | 8,495 | 0.0% | 0.0% | 68 | -7,596 | -16.27% | Q4 2025 | Feb 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 38,809 | 8,433 | 0.03% | 0.05% | 69 | -19,278 | -33.19% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 37,343 | 8,115 | 0.03% | 0.02% | 70 | +17,459 | 87.8% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 35,469 | 7,707 | 0.0% | 0.0% | 71 | +908 | 2.63% | Q4 2025 | Feb 12, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 35,128 | 7,633 | 0.03% | 0.04% | 72 | -10,400 | -22.84% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 35,185 | 7,629 | 0.01% | 0.01% | 73 | +22,459 | 176.48% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 34,267 | 7,446 | 0.01% | 0.01% | 74 | -12,968 | -27.45% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 34,200 | 7,432 | 0.01% | 0.0% | 75 | +29,600 | 643.48% | Q4 2025 | Feb 13, 2026 |
| COOPER INVESTORS PTY LTD | History | Added to | 31,887 | 6,929 | 2.3% | 1.96% | 76 | +902 | 2.91% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 30,778 | 6,688 | 0.0% | 0.0% | 77 | +17,417 | 130.36% | Q4 2025 | Feb 18, 2026 |
| XTX Topco Ltd | History | Added to | 30,112 | 6,543 | 0.17% | 0.03% | 78 | +27,392 | 1007.06% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 30,067 | 6,533 | 0.23% | — | 79 | +30,067 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 29,578 | 6,427 | 0.0% | 0.0% | 80 | +21,652 | 273.18% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 28,629 | 6,221 | 0.02% | 0.02% | 81 | -948 | -3.21% | Q4 2025 | Jan 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 28,125 | 6,111 | 0.02% | 0.01% | 82 | +16,537 | 142.71% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 26,844 | 5,834 | 0.01% | 0.01% | 83 | +10,097 | 60.29% | Q4 2025 | Feb 13, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 26,315 | 5,718 | 0.1% | 0.22% | 84 | -30,260 | -53.49% | Q4 2025 | Feb 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 26,216 | 5,696 | 0.0% | 0.0% | 85 | -5,675 | -17.79% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,407 | 5,521 | 0.01% | 0.01% | 86 | -77 | -0.3% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 23,846 | 5,182 | 0.07% | 0.09% | 87 | -5,724 | -19.36% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 23,600 | 5,128 | 0.01% | 0.02% | 88 | -12,598 | -34.8% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 23,252 | 5,052 | 0.0% | 0.0% | 89 | -17,802 | -43.36% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 23,144 | 5,029 | 0.03% | 0.04% | 90 | -2,217 | -8.74% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 22,767 | 4,947 | 0.0% | 0.0% | 91 | -6,612 | -22.51% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 22,763 | 4,946 | 0.0% | 0.0% | 92 | -50,481 | -68.92% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 22,680 | 4,928 | 0.01% | 0.01% | 93 | -860 | -3.65% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 21,777 | 4,733 | 0.0% | 0.0% | 94 | -45,724 | -67.74% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 21,192 | 4,605 | 0.0% | 0.0% | 95 | -647 | -2.96% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 20,323 | 4,416 | 0.04% | 0.01% | 96 | +16,284 | 403.17% | Q4 2025 | Feb 17, 2026 |
| Crawford Fund Management, LLC | History | New | 20,300 | 4,411 | 0.58% | — | 97 | +20,300 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 19,781 | 4,298 | 0.0% | 0.0% | 98 | -1,813 | -8.4% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,761 | 4,294 | 0.0% | 0.0% | 99 | +2,977 | 17.74% | Q4 2025 | Feb 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 18,900 | 4,107 | 0.0% | 0.01% | 100 | -38,700 | -67.19% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 18,268 | 3,970 | 0.01% | 0.01% | 101 | -1,167 | -6.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,813 | 3,870 | 0.01% | 0.01% | 102 | -1,094 | -5.79% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,784 | 3,864 | 0.0% | — | 103 | +17,784 | New | Q4 2025 | Feb 13, 2026 |
| Berkeley, Inc | History | New | 17,382 | 3,777 | 1.2% | — | 104 | +17,382 | New | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 16,979 | 3,690 | 0.0% | 0.0% | 105 | +10,222 | 151.28% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,948 | 3,682 | 0.04% | 0.04% | 106 | -300 | -1.74% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 16,678 | 3,624 | 0.01% | 0.0% | 107 | +9,524 | 133.13% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 16,593 | 3,605 | 0.0% | 0.0% | 108 | -157 | -0.94% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 15,647 | 3,400 | 0.27% | — | 109 | +15,647 | New | Q4 2025 | Feb 25, 2026 |
| Jain Global LLC | History | Reduced | 15,612 | 3,392 | 0.02% | 0.02% | 110 | -1,617 | -9.39% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 15,090 | 3,279 | 0.0% | 0.0% | 111 | +11,868 | 368.34% | Q4 2025 | Jan 09, 2026 |
| Vident Advisory, LLC | History | Added to | 14,429 | 3,135 | 0.03% | 0.03% | 112 | +627 | 4.54% | Q4 2025 | Feb 18, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 14,056 | 3,054 | 0.13% | 0.05% | 113 | +8,398 | 148.43% | Q4 2025 | Feb 09, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 13,827 | 3,004 | 0.06% | 0.11% | 114 | -9,449 | -40.6% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,711 | 2,980 | 0.0% | — | 115 | +13,711 | New | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,483 | 2,929 | 0.0% | 0.0% | 116 | -1,362 | -9.17% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,251 | 2,879 | 0.01% | 0.01% | 117 | +5,047 | 61.52% | Q4 2025 | Feb 13, 2026 |
| Cardinal Capital Management | History | Reduced | 13,043 | 2,834 | 0.38% | 0.45% | 118 | -859 | -6.18% | Q4 2025 | Jan 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 13,035 | 2,832 | 0.01% | 0.01% | 119 | -4,648 | -26.29% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,914 | 2,806 | 0.0% | 0.0% | 120 | -830 | -6.04% | Q4 2025 | Feb 06, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 12,841 | 2,790 | 0.26% | 0.33% | 121 | -54 | -0.42% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 12,816 | 2,785 | 0.01% | 0.01% | 122 | +1,938 | 17.82% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,641 | 2,747 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | Reduced | 12,403 | 2,695 | 0.22% | 0.35% | 124 | -6,476 | -34.3% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 12,386 | 2,691 | 0.0% | 0.0% | 125 | -13,051 | -51.31% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,376 | 2,689 | 0.01% | 0.01% | 126 | -922 | -6.93% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Added to | 12,174 | 2,645 | 0.09% | 0.04% | 127 | +6,545 | 116.27% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 11,917 | 2,589 | 0.0% | 0.02% | 128 | -53,900 | -81.89% | Q4 2025 | Feb 17, 2026 |
| Fluent Financial, LLC | History | New | 11,691 | 2,540 | 0.97% | — | 129 | +11,691 | New | Q4 2025 | Jan 14, 2026 |
| Numerai GP LLC | History | Added to | 11,688 | 2,539 | 0.31% | 0.11% | 131 | +8,241 | 239.08% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 11,686 | 2,539 | 0.0% | 0.0% | 130 | -279 | -2.33% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,545 | 2,508 | 0.0% | 0.03% | 132 | -55,067 | -82.67% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,200 | 2,433 | 0.0% | 0.0% | 133 | -82,818 | -88.09% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,200 | 2,415 | 0.0% | 0.0% | 134 | +5,759 | 105.84% | Q4 2025 | Jan 08, 2026 |
| Redwood Investment Management, LLC | History | New | 11,047 | 2,401 | 0.27% | — | 135 | +11,047 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,015 | 2,394 | 0.02% | 0.02% | 136 | -720 | -6.14% | Q4 2025 | Feb 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 10,712 | 2,327 | 0.01% | 0.03% | 137 | -13,533 | -55.82% | Q4 2025 | Feb 17, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 10,339 | 2,246 | 0.09% | 0.18% | 138 | -8,216 | -44.28% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 10,278 | 2,233 | 0.01% | 0.01% | 139 | +2,055 | 24.99% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 10,184 | 2,213 | 0.0% | 0.0% | 140 | +1,474 | 16.92% | Q4 2025 | Feb 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 10,071 | 2,188 | 0.1% | 0.22% | 141 | -15,186 | -60.13% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,061 | 2,186 | 0.0% | 0.0% | 142 | +6,084 | 152.98% | Q4 2025 | Feb 18, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 9,928 | 2,157 | 0.02% | 0.03% | 143 | -1,370 | -12.13% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 9,920 | 2,155 | 0.0% | 0.0% | 144 | -17,774 | -64.18% | Q4 2025 | Mar 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 9,764 | 2,121 | 0.02% | 0.02% | 145 | -567 | -5.49% | Q4 2025 | Feb 13, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 9,682 | 2,103 | 0.15% | 0.19% | 146 | -1,532 | -13.66% | Q4 2025 | Jan 16, 2026 |
| Aurora Investment Counsel | History | Added to | 9,596 | 2,085 | 1.1% | 0.46% | 147 | +5,786 | 151.86% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 9,536 | 2,072 | 0.0% | 0.0% | 148 | -1,287 | -11.89% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 9,475 | 2,059 | 0.01% | 0.01% | 149 | -952 | -9.13% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,031 | 2,027 | 0.01% | 0.01% | 150 | -429 | -4.1% | Q4 2025 | Feb 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 8,907 | 1,935 | 0.0% | 0.0% | 151 | +1,334 | 17.62% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 8,764 | 1,907 | 0.0% | 0.0% | 152 | +1,901 | 27.7% | Q4 2025 | Jan 28, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 8,755 | 1,902 | 0.09% | 0.1% | 153 | -789 | -8.27% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,747 | 1,900 | 0.0% | — | 154 | +8,747 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 8,519 | 1,851 | 0.03% | 0.01% | 155 | +4,548 | 114.53% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,499 | 1,846 | 0.01% | 0.0% | 156 | +5,992 | 239.01% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,453 | 1,837 | 0.0% | 0.0% | 157 | -3,613 | -29.94% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 8,227 | 1,787 | 0.12% | 0.04% | 158 | +6,684 | 433.18% | Q4 2025 | Feb 17, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 8,101 | 1,760 | 0.68% | 0.65% | 159 | -835 | -9.34% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 7,969 | 1,731 | 0.0% | 0.0% | 160 | +187 | 2.4% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,907 | 1,718 | 0.0% | 0.0% | 161 | +2,561 | 47.9% | Q4 2025 | Feb 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,770 | 1,689 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 7,726 | 1,678 | 0.01% | — | 163 | +7,726 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,674 | 1,667 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Epoch Investment Partners, Inc. | History | New | 7,631 | 1,658 | 0.01% | — | 166 | +7,631 | New | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 7,631 | 1,658 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Redmond Asset Management, LLC | History | Added to | 7,555 | 1,641 | 0.42% | 0.43% | 167 | +27 | 0.36% | Q4 2025 | Feb 09, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 7,500 | 1,629 | 0.32% | 0.34% | 168 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 7,304 | 1,587 | 0.02% | 0.02% | 169 | -1,694 | -18.83% | Q4 2025 | Feb 02, 2026 |
| Kensington Investment Counsel, LLC | History | Reduced | 7,100 | 1,542 | 0.63% | 0.9% | 170 | -2,474 | -25.84% | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | Reduced | 7,090 | 1,540 | 0.01% | 0.01% | 171 | -1,026 | -12.64% | Q4 2025 | Jan 28, 2026 |
| Empire Life Investments Inc. | History | Added to | 7,061 | 1,534 | 0.09% | 0.1% | 172 | +18 | 0.26% | Q4 2025 | Feb 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,350 | 1,521 | 0.02% | 0.02% | 173 | -301 | -3.93% | Q4 2025 | Jan 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,957 | 1,511 | 0.0% | 0.01% | 174 | -421 | -5.71% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,600 | 1,434 | 0.02% | 0.03% | 175 | -200 | -2.94% | Q4 2025 | Jan 16, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 6,475 | 1,407 | 0.0% | 0.0% | 176 | +2,830 | 77.64% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 6,453 | 1,402 | 0.01% | 0.01% | 177 | -717 | -10.0% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 6,421 | 1,395 | 0.0% | 0.0% | 178 | +2,599 | 68.0% | Q4 2025 | Feb 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,372 | 1,385 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Alberta Investment Management Corp | History | New | 6,300 | 1,369 | 0.01% | — | 180 | +6,300 | New | Q4 2025 | Feb 19, 2026 |
| Incline Global Management LLC | History | Reduced | 6,278 | 1,364 | 0.47% | 4.61% | 181 | -60,703 | -90.63% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 6,086 | 1,322 | 0.0% | 0.03% | 182 | -21,243 | -77.73% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,969 | 1,297 | 0.01% | 0.01% | 183 | -309 | -4.92% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,896 | 1,281 | 0.01% | 0.01% | 184 | +2,815 | 91.37% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,864 | 1,274 | 0.0% | 0.0% | 185 | -212 | -3.49% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,600 | 1,217 | 0.0% | 0.0% | 186 | -300 | -5.08% | Q4 2025 | Jan 30, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 5,600 | 1,216 | 0.01% | 0.01% | 187 | -200 | -3.45% | Q4 2025 | Jan 29, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 5,410 | 1,175 | 0.01% | 0.01% | 188 | +680 | 14.38% | Q4 2025 | Jan 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 5,400 | 1,173 | 0.0% | 0.01% | 189 | -300 | -5.26% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 5,337 | 1,159 | 0.01% | 0.02% | 190 | -116 | -2.13% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,219 | 1,134 | 0.01% | 0.01% | 191 | +1,440 | 38.11% | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,200 | 1,130 | 0.03% | 0.04% | 192 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bradyco, Inc. | History | No change | 4,864 | 1,056 | 1.31% | 1.28% | 193 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 4,849 | 1,053 | 0.11% | 0.12% | 194 | -249 | -4.88% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,818 | 1,046 | 0.0% | 0.0% | 195 | -6,464 | -57.29% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,727 | 1,027 | 0.01% | 0.01% | 196 | -200 | -4.06% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,714 | 1,024 | 0.01% | 0.01% | 197 | +1,843 | 64.19% | Q4 2025 | Feb 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 4,710 | 1,023 | 0.0% | 9.72% | 198 | -4,319 | -47.83% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 4,657 | 1,012 | 0.02% | 0.07% | 199 | -7,480 | -61.63% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 4,602 | 1,000 | 0.03% | 0.04% | 200 | -1,036 | -18.38% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 4,471 | 971 | 0.15% | 0.12% | 201 | +1,130 | 33.82% | Q4 2025 | Feb 11, 2026 |
| Entropy Technologies, LP | History | Added to | 4,435 | 963 | 0.05% | 0.02% | 202 | +3,000 | 209.06% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,372 | 950 | 0.03% | 0.03% | 203 | -214 | -4.67% | Q4 2025 | Feb 11, 2026 |
| Martin Capital Advisors, LLP | History | No change | 4,202 | 913 | 0.54% | 0.59% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,168 | 900 | 0.04% | 0.05% | 205 | +82 | 2.01% | Q4 2025 | Feb 03, 2026 |
| Caprock Group, LLC | History | New | 3,925 | 852 | 0.02% | — | 207 | +3,925 | New | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,922 | 852 | 0.01% | 0.0% | 206 | +1,227 | 45.53% | Q4 2025 | Jan 05, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,881 | 843 | 0.0% | 0.0% | 208 | +235 | 6.45% | Q4 2025 | Jan 29, 2026 |
| XPONANCE LLC | History | Reduced | 3,739 | 812 | 0.01% | 0.01% | 209 | -489 | -11.57% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 3,728 | 810 | 0.0% | 0.01% | 210 | -3,436 | -47.96% | Q4 2025 | Jan 30, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 3,661 | 795 | 0.01% | 0.01% | 211 | -764 | -17.27% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,542 | 769 | 0.01% | 0.01% | 212 | -856 | -19.46% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,538 | 768 | 0.0% | 0.0% | 213 | -5,231 | -59.65% | Q4 2025 | Feb 13, 2026 |
| Oak Thistle LLC | History | New | 3,535 | 768 | 0.11% | — | 214 | +3,535 | New | Q4 2025 | Jan 21, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 3,525 | 766 | 0.07% | — | 215 | +3,525 | New | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 3,501 | 761 | 0.0% | 0.01% | 216 | -8,299 | -70.33% | Q4 2025 | Feb 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 3,479 | 756 | 0.18% | 0.09% | 217 | +983 | 39.38% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 3,454 | 750 | 0.0% | — | 218 | +3,454 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,322 | 721 | 0.0% | 0.0% | 219 | +461 | 16.11% | Q4 2025 | Jan 28, 2026 |
| R Squared Ltd | History | Reduced | 3,241 | 704 | 0.33% | 0.36% | 220 | -324 | -9.09% | Q4 2025 | Jan 30, 2026 |
| Callan Family Office, LLC | History | Added to | 3,230 | 701 | 0.02% | 0.01% | 221 | +2,234 | 224.3% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,173 | 689 | 0.01% | 0.01% | 222 | +526 | 19.87% | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | New | 3,396 | 686 | 0.08% | — | 223 | +3,396 | New | Q4 2025 | Feb 23, 2026 |
| Voleon Capital Management LP | History | Reduced | 3,142 | 682 | 0.01% | 0.11% | 224 | -15,701 | -83.33% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 3,049 | 662 | 0.0% | — | 225 | +3,049 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,028 | 658 | 0.0% | 0.0% | 226 | -6,347 | -67.7% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,021 | 656 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,960 | 643 | 0.0% | 0.0% | 228 | +1,899 | 178.98% | Q4 2025 | Feb 03, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 2,942 | 639 | 0.3% | 0.41% | 229 | -1,421 | -32.57% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 2,884 | 626 | 0.0% | 0.0% | 230 | -1,746 | -37.71% | Q4 2025 | Feb 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 2,860 | 622 | 0.0% | 0.0% | 231 | -642 | -18.33% | Q4 2025 | Feb 18, 2026 |
| Sepio Capital, LP | History | Reduced | 2,847 | 618 | 0.03% | 0.05% | 232 | -1,160 | -28.95% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 2,835 | 614 | 0.0% | 0.0% | 233 | +373 | 15.15% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 2,725 | 592 | 0.08% | 0.04% | 234 | +1,575 | 136.96% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 2,704 | 587 | 0.03% | 0.01% | 235 | +1,677 | 163.29% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,604 | 566 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 2,529 | 549 | 0.01% | 0.02% | 237 | -13,775 | -84.49% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 2,458 | 534 | 0.03% | 0.05% | 238 | -892 | -26.63% | Q4 2025 | Feb 09, 2026 |
| AXQ CAPITAL, LP | History | New | 2,436 | 529 | 0.12% | — | 239 | +2,436 | New | Q4 2025 | Feb 10, 2026 |
| Gibbs Wealth Management | History | Reduced | 2,434 | 527 | 0.13% | 0.17% | 240 | -728 | -23.02% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,384 | 518 | 0.0% | 0.0% | 241 | -301 | -11.21% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,387 | 518 | 0.2% | 0.21% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,378 | 516 | 0.0% | 0.0% | 243 | +1,200 | 101.87% | Q4 2025 | Jan 29, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 2,358 | 512 | 0.06% | 0.07% | 244 | -34 | -1.42% | Q4 2025 | Feb 06, 2026 |
| denkapparat Operations GmbH | History | Added to | 2,356 | 511 | 0.28% | 0.16% | 245 | +1,250 | 113.02% | Q4 2025 | Feb 12, 2026 |
| CSS LLC/IL | History | New | 2,320 | 504 | 0.02% | — | 246 | +2,320 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 2,307 | 501 | 0.01% | — | 247 | +2,307 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 2,297 | 499 | 0.01% | 0.01% | 248 | -439 | -16.05% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Reduced | 2,296 | 498 | 0.0% | 0.01% | 249 | -7,748 | -77.14% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | Reduced | 2,289 | 497 | 0.02% | 0.05% | 250 | -2,443 | -51.63% | Q4 2025 | Feb 11, 2026 |
| Integrated Quantitative Investments LLC | History | New | 2,285 | 496 | 0.11% | — | 251 | +2,285 | New | Q4 2025 | Feb 12, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 2,246 | 488 | 0.11% | 0.24% | 252 | -2,222 | -49.73% | Q4 2025 | Feb 02, 2026 |
| AdvisorShares Investments LLC | History | New | 2,220 | 482 | 0.08% | — | 253 | +2,220 | New | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | New | 2,217 | 481 | 0.0% | — | 254 | +2,217 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,283 | 481 | 0.01% | 0.01% | 255 | +1,172 | 105.49% | Q4 2025 | Jan 28, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 2,209 | 480 | 0.0% | — | 257 | +2,209 | New | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,210 | 480 | 0.0% | 0.0% | 256 | -284 | -11.39% | Q4 2025 | Feb 11, 2026 |
| Aaron Wealth Advisors LLC | History | New | 2,202 | 478 | 0.03% | — | 258 | +2,202 | New | Q4 2025 | Jan 21, 2026 |
| Pallas Capital Advisors LLC | History | New | 2,183 | 474 | 0.02% | — | 259 | +2,183 | New | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,168 | 471 | 0.01% | 0.0% | 260 | +917 | 73.3% | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,140 | 465 | 0.04% | 0.03% | 261 | +411 | 23.77% | Q4 2025 | Jan 20, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,174 | 459 | 0.02% | 0.02% | 262 | -136 | -5.89% | Q4 2025 | Jan 27, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 2,059 | 447 | 0.02% | 0.02% | 263 | -2 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 1,975 | 429 | 0.03% | — | 264 | +1,975 | New | Q4 2025 | Jan 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,929 | 419 | 0.0% | 0.0% | 265 | +239 | 14.14% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,922 | 417 | 0.04% | 0.1% | 266 | -2,454 | -56.08% | Q4 2025 | Jan 13, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 1,922 | 417 | 0.0% | — | 267 | +1,922 | New | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,918 | 416 | 0.0% | 0.0% | 268 | -267 | -12.22% | Q4 2025 | Feb 12, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 1,909 | 414 | 0.06% | 0.12% | 270 | -1,830 | -48.94% | Q4 2025 | Jan 21, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 1,904 | 414 | 0.04% | 0.02% | 269 | +974 | 104.73% | Q4 2025 | Feb 10, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 1,819 | 395 | 0.13% | 0.15% | 271 | +4 | 0.22% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,805 | 392 | 0.0% | 0.01% | 272 | -17,927 | -90.85% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,792 | 389 | 0.0% | 0.0% | 274 | +586 | 48.59% | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | No change | 1,792 | 389 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fieldview Capital Management, LLC | History | New | 1,784 | 387 | 0.07% | — | 275 | +1,784 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,766 | 383 | 0.0% | 0.0% | 276 | -18,571 | -91.32% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,738 | 377 | 0.0% | 0.0% | 277 | -2,379 | -57.78% | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 1,732 | 376 | 0.01% | 0.01% | 278 | -100 | -5.46% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,724 | 374 | 0.0% | 0.0% | 279 | -428 | -19.89% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,708 | 371 | 0.01% | 0.0% | 280 | +659 | 62.82% | Q4 2025 | Feb 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,704 | 370 | 0.06% | 0.04% | 281 | +804 | 89.33% | Q4 2025 | Jan 22, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,728 | 369 | 0.01% | 0.01% | 282 | +87 | 5.3% | Q4 2025 | Jan 23, 2026 |
| Andina Capital Management, LLC | History | Added to | 1,662 | 361 | 0.22% | 0.21% | 283 | +62 | 3.88% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,645 | 357 | 0.01% | 0.01% | 284 | -245 | -12.96% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 1,636 | 355 | 0.0% | 0.01% | 285 | -296 | -15.32% | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | New | 1,621 | 352 | 0.01% | — | 286 | +1,621 | New | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,564 | 339 | 0.0% | 0.0% | 287 | -17 | -1.08% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | New | 1,535 | 333 | 0.01% | — | 288 | +1,535 | New | Q4 2025 | Feb 05, 2026 |
| Dempze Nancy E | History | No change | 1,494 | 324 | 0.17% | 0.19% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | New | 1,485 | 322 | 0.03% | — | 290 | +1,485 | New | Q4 2025 | Feb 06, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | New | 1,473 | 320 | 0.03% | — | 291 | +1,473 | New | Q4 2025 | Jan 21, 2026 |
| Sivia Capital Partners, LLC | History | New | 1,469 | 319 | 0.06% | — | 293 | +1,469 | New | Q4 2025 | Feb 10, 2026 |
| CONNABLE OFFICE INC | History | No change | 1,470 | 319 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Inscription Capital, LLC | History | New | 1,451 | 315 | 0.03% | — | 294 | +1,451 | New | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,427 | 310 | 0.01% | 0.0% | 295 | +377 | 35.9% | Q4 2025 | Feb 11, 2026 |
| ALTFEST L J & CO INC | History | New | 1,423 | 309 | 0.03% | — | 296 | +1,423 | New | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,423 | 309 | 0.02% | 0.02% | 297 | +54 | 3.94% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Reduced | 1,401 | 307 | 0.0% | 0.0% | 298 | -1,771 | -55.83% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 1,398 | 303 | 0.0% | — | 299 | +1,398 | New | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | New | 1,393 | 302 | 0.01% | — | 300 | +1,393 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,388 | 301 | 0.01% | 0.01% | 301 | +120 | 9.46% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | New | 1,365 | 296 | 0.01% | — | 302 | +1,365 | New | Q4 2025 | Feb 17, 2026 |
| WELCH & FORBES LLC | History | Reduced | 1,359 | 295 | 0.0% | 0.0% | 303 | -15 | -1.09% | Q4 2025 | Feb 10, 2026 |
| CIBC Asset Management Inc | History | No change | 1,355 | 294 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GREENLEAF TRUST | History | New | 1,340 | 291 | 0.0% | — | 305 | +1,340 | New | Q4 2025 | Jan 21, 2026 |
| Brooklyn Investment Group | History | New | 1,316 | 288 | 0.01% | — | 306 | +1,316 | New | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,321 | 285 | 0.0% | — | 307 | +1,321 | New | Q4 2025 | Jan 15, 2026 |
| Caerus Investment Advisors, LLC | History | New | 1,297 | 281 | 0.09% | — | 308 | +1,297 | New | Q4 2025 | Feb 12, 2026 |
| Machina Capital S.A.S. | History | Reduced | 1,275 | 277 | 0.05% | 0.12% | 309 | -1,781 | -58.28% | Q4 2025 | Feb 10, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 1,273 | 276 | 0.02% | — | 310 | +1,273 | New | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 1,248 | 271 | 0.03% | 0.01% | 311 | +1,044 | 511.76% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,247 | 270 | 0.03% | 0.01% | 313 | +1,038 | 496.65% | Q4 2025 | Jan 08, 2026 |
| Utah Retirement Systems | History | No change | 1,243 | 270 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,247 | 270 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,231 | 267 | 0.01% | 0.03% | 315 | -2,290 | -65.04% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,205 | 261 | 0.0% | — | 316 | +1,205 | New | Q4 2025 | Feb 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,176 | 255 | 0.0% | 0.01% | 317 | -216 | -15.52% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Counsel, Inc | History | No change | 1,150 | 249 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CERTUITY, LLC | History | New | 1,134 | 246 | 0.02% | — | 320 | +1,134 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,133 | 246 | 0.0% | 0.0% | 319 | +1,055 | 1352.56% | Q4 2025 | Feb 18, 2026 |
| Ethic Inc. | History | Added to | 1,132 | 245 | 0.0% | 0.0% | 321 | +113 | 11.09% | Q4 2025 | Feb 03, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 1,125 | 244 | 0.23% | — | 322 | +1,125 | New | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,081 | 234 | 0.0% | — | 323 | +1,081 | New | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 1,080 | 234 | 0.0% | 0.0% | 324 | -47 | -4.17% | Q4 2025 | Feb 02, 2026 |
| Blueshift Asset Management, LLC | History | New | 1,005 | 218 | 0.06% | — | 325 | +1,005 | New | Q4 2025 | Feb 13, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 1,000 | 217 | 0.08% | 0.11% | 326 | -1,358 | -57.59% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 990 | 215 | 0.02% | — | 327 | +990 | New | Q4 2025 | Jan 23, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 955 | 207 | 0.05% | 0.07% | 329 | -155 | -13.96% | Q4 2025 | Jan 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 956 | 207 | 0.0% | 0.0% | 328 | -84 | -8.08% | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 948 | 206 | 0.0% | — | 330 | +948 | New | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 946 | 205 | 0.0% | 0.01% | 331 | -1,014 | -51.73% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 945 | 205 | 0.02% | — | 332 | +945 | New | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 929 | 201 | 0.01% | 0.01% | 333 | +2 | 0.22% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 871 | 189 | 0.0% | 0.0% | 334 | -158 | -15.35% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 861 | 187 | 0.0% | 0.0% | 335 | +550 | 176.85% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 819 | 177 | 0.01% | 0.0% | 336 | +384 | 88.28% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 732 | 159 | 0.0% | — | 337 | +732 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 733 | 159 | 0.0% | 0.0% | 338 | +316 | 75.78% | Q4 2025 | Jan 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 727 | 157 | 0.07% | 0.17% | 339 | -714 | -49.55% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 659 | 143 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 632 | 137 | 0.01% | 0.01% | 341 | -475 | -42.91% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 600 | 130 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 563 | 122 | 0.0% | 0.0% | 343 | +310 | 122.53% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 539 | 117 | 0.0% | 0.0% | 345 | +55 | 11.36% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 541 | 117 | 0.0% | 0.0% | 344 | -13 | -2.35% | Q4 2025 | Feb 02, 2026 |
| WESTPAC BANKING CORP | History | New | 518 | 112 | 0.01% | — | 346 | +518 | New | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 515 | 111 | 0.0% | — | 347 | +515 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 515 | 111 | 0.0% | — | 348 | +515 | New | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 508 | 110 | 0.0% | 0.0% | 349 | +221 | 77.0% | Q4 2025 | Feb 12, 2026 |
| WEXFORD CAPITAL LP | History | New | 467 | 101 | 0.02% | — | 350 | +467 | New | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 458 | 99 | 0.02% | 0.03% | 351 | -106 | -18.79% | Q4 2025 | Feb 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 448 | 97 | 0.0% | — | 352 | +448 | New | Q4 2025 | Feb 10, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 436 | 94 | 0.0% | 1.26% | 353 | -370,722 | -99.88% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 424 | 92 | 0.0% | 0.0% | 354 | +364 | 606.67% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 415 | 90 | 0.0% | 0.0% | 355 | +322 | 346.24% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 405 | 88 | 0.01% | 0.01% | 356 | +13 | 3.32% | Q4 2025 | Jan 30, 2026 |
| UMB Bank, n.a. | History | Reduced | 390 | 84 | 0.0% | 0.0% | 357 | -144 | -26.97% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 387 | 84 | 0.0% | 0.0% | 359 | +34 | 9.63% | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 389 | 84 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 369 | 80 | 0.0% | 0.01% | 360 | -20,607 | -98.24% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 359 | 78 | 0.0% | 0.0% | 361 | +103 | 40.23% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 351 | 76 | 0.0% | 0.0% | 362 | +338 | 2600.0% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | No change | 325 | 70 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | Reduced | 316 | 69 | 0.04% | 0.06% | 364 | -186 | -37.05% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 312 | 67 | 0.0% | 0.0% | 365 | -72 | -18.75% | Q4 2025 | Feb 02, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 65 | 0.0% | 0.0% | 366 | -2,273 | -88.34% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 271 | 58 | 0.01% | — | 367 | +269 | 13450.0% | Q4 2025 | Jan 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 251 | 54 | 0.0% | 0.0% | 368 | +83 | 49.4% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 240 | 52 | 0.0% | 0.0% | 369 | -7 | -2.83% | Q4 2025 | Jan 16, 2026 |
| CVA Family Office, LLC | History | Added to | 230 | 49 | 0.01% | 0.01% | 370 | +2 | 0.88% | Q4 2025 | Jan 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 219 | 48 | 0.0% | 0.0% | 371 | +132 | 151.72% | Q4 2025 | Feb 09, 2026 |
| Bayforest Capital Ltd | History | New | 219 | 47 | 0.04% | — | 372 | +219 | New | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | New | 212 | 46 | 0.0% | — | 373 | +212 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 43 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 197 | 42 | 0.0% | 0.01% | 375 | -170 | -46.32% | Q4 2025 | Jan 07, 2026 |
| Quarry LP | History | Added to | 189 | 41 | 0.01% | 0.01% | 376 | +64 | 51.2% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 185 | 40 | 0.03% | 0.02% | 378 | +49 | 36.03% | Q4 2025 | Jan 28, 2026 |
| Employees Retirement System of Texas | History | No change | 184 | 40 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 177 | 38 | 0.0% | 0.0% | 379 | +104 | 142.47% | Q4 2025 | Jan 07, 2026 |
| True Wealth Design, LLC | History | Added to | 172 | 37 | 0.01% | 0.01% | 380 | +94 | 120.51% | Q4 2025 | Jan 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 170 | 36 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| V-Square Quantitative Management LLC | History | New | 160 | 34 | 0.0% | — | 382 | +160 | New | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | Reduced | 152 | 33 | 0.0% | 0.02% | 383 | -6,088 | -97.56% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 150 | 32 | 0.02% | 0.02% | 384 | -5 | -3.23% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 130 | 28 | 0.0% | 0.0% | 385 | -225 | -63.38% | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 116 | 25 | 0.01% | — | 386 | +116 | New | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 116 | 25 | 0.0% | — | 387 | +116 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 114 | 24 | 0.0% | 0.0% | 388 | -69 | -37.7% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 111 | 23 | 0.0% | — | 389 | +111 | New | Q4 2025 | Feb 11, 2026 |
| Quent Capital, LLC | History | Reduced | 105 | 22 | 0.0% | 0.0% | 391 | -57 | -35.19% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 102 | 22 | 0.0% | 0.0% | 390 | +41 | 67.21% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 95 | 20 | 0.01% | 0.01% | 392 | -17 | -15.18% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 83 | 18 | 0.0% | 0.0% | 395 | -1 | -1.19% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 84 | 18 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 83 | 18 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 83 | 18 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 79 | 17 | 0.01% | 0.0% | 398 | +18 | 29.51% | Q4 2025 | Feb 13, 2026 |
| TOBAM | History | No change | 78 | 17 | 0.0% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 75 | 16 | 0.0% | 0.0% | 400 | -90 | -54.55% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 75 | 16 | 0.0% | 0.0% | 401 | -14 | -15.73% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 75 | 16 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 77 | 16 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 70 | 15 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 67 | 14 | 0.0% | 0.0% | 404 | -12 | -15.19% | Q4 2025 | Feb 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 63 | 13 | 0.0% | — | 408 | +61 | 3050.0% | Q4 2025 | Jan 09, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 64 | 13 | 0.0% | 0.0% | 406 | -16 | -20.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 63 | 13 | 0.0% | 0.0% | 407 | +10 | 18.87% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 63 | 13 | 0.0% | 0.0% | 405 | -4 | -5.97% | Q4 2025 | Jan 15, 2026 |
| Activest Wealth Management | History | New | 56 | 12 | 0.0% | — | 409 | +56 | New | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 33 | 7 | 0.0% | — | 413 | +33 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 35 | 7 | 0.0% | 0.0% | 412 | -22 | -38.6% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 34 | 7 | 0.01% | 0.01% | 414 | -12 | -26.09% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 34 | 7 | 0.0% | 0.0% | 411 | -9 | -20.93% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 33 | 7 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 31 | 6 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Reduced | 27 | 5 | 0.0% | 0.0% | 418 | -26 | -49.06% | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 24 | 5 | 0.0% | — | 417 | +24 | New | Q4 2025 | Feb 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 24 | 5 | 0.0% | 0.0% | 416 | +8 | 50.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | New | 23 | 4 | 0.0% | — | 425 | +23 | New | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Added to | 21 | 4 | 0.0% | 0.0% | 423 | +15 | 250.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21 | 4 | 0.0% | 0.0% | 420 | +9 | 75.0% | Q4 2025 | Feb 09, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 20 | 4 | 0.0% | 0.0% | 426 | +9 | 81.82% | Q4 2025 | Feb 04, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 16 | 4 | 0.0% | 0.0% | 424 | -3 | -15.79% | Q4 2025 | Feb 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 22 | 4 | 0.0% | 0.0% | 422 | -2 | -8.33% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 21 | 4 | 0.0% | 0.0% | 419 | +1 | 5.0% | Q4 2025 | Feb 09, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 24 | 4 | 0.01% | 0.01% | 427 | -1 | -4.0% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 18 | 3 | 0.0% | — | 428 | +18 | New | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 16 | 3 | 0.0% | — | 432 | +12 | 300.0% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 17 | 3 | 0.0% | 0.0% | 429 | +9 | 112.5% | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 14 | 3 | 0.0% | 0.0% | 431 | +1 | 7.69% | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 15 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 12 | 2 | 0.0% | 0.0% | 438 | -25 | -67.57% | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 13 | 2 | 0.0% | — | 436 | +13 | New | Q4 2025 | Feb 03, 2026 |
| Marquette Asset Management, LLC | History | New | 12 | 2 | 0.0% | — | 434 | +12 | New | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | New | 11 | 2 | 0.0% | — | 439 | +11 | New | Q4 2025 | Jan 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10 | 2 | 0.0% | — | 440 | +10 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 14 | 2 | 0.0% | 0.0% | 437 | +1 | 7.69% | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 6 | 1 | 0.0% | 0.06% | 446 | -380 | -98.45% | Q4 2025 | Mar 03, 2026 |
| SouthState Bank Corp | History | Added to | 7 | 1 | 0.0% | — | 441 | +6 | 600.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 6 | 1 | 0.0% | — | 449 | +6 | New | Q4 2025 | Feb 13, 2026 |
| Crewe Advisors LLC | History | New | 5 | 1 | 0.0% | — | 444 | +5 | New | Q4 2025 | Jan 16, 2026 |
| Cornerstone Financial Management LLC | History | New | 5 | 1 | 0.0% | — | 450 | +5 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | New | 3 | 1 | 0.0% | — | 445 | +3 | New | Q4 2025 | Feb 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 5 | 1 | 0.0% | 0.0% | 447 | -2 | -28.57% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Manchester Capital Management LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,488 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -34,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,188 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sea Cliff Partners Management, LP | History | Closed out | 0 | 0 | — | 2.31% | — | -26,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marks Group Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.49% | — | -22,767 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -22,747 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Annandale Capital, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -20,084 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gallo Partners, LP | History | Closed out | 0 | 0 | — | 2.31% | — | -13,326 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -9,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.32% | — | -8,835 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -7,828 | -100.0% | Q3 2025 | Apr 20, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,383 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.05% | — | -5,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grandeur Peak Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,766 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,621 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,557 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,863 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accretive Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -3,750 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.13% | — | -3,683 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,639 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.21% | — | -3,601 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,106 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,579 | -100.0% | Q3 2025 | Oct 21, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,979 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.08% | — | -1,782 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,710 | -100.0% | Q3 2025 | Oct 27, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,680 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,629 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Naviter Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,540 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,474 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Smith Group Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,450 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,267 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,177 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -970 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mechanics Bank Trust Department | History | Closed out | 0 | 0 | — | 0.03% | — | -925 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -906 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -903 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -898 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -868 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Reduced | 1 | 0 | — | 0.0% | — | -45 | -97.83% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bogart Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIRST HORIZON CORP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| Torren Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 3 | 0 | — | 0.0% | — | -2 | -40.0% | Q4 2025 | Feb 02, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 14, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Breakwater Investment Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| Elyxium Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |