MEDICAL PROPERTIES TRUST INC - MPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 80 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 75,817,244 | 379,086 | 0.01% | 0.01% | 1 | +2,583,679 | 3.53% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 67,590,052 | 337,950 | 0.0% | 0.01% | 2 | -339,815 | -0.5% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 26,246,818 | 133,558 | 0.0% | 0.0% | 3 | -711,532 | -2.64% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,415,267 | 67,076 | 0.04% | 0.03% | 4 | +4,243,904 | 46.27% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 12,043,457 | 60,217 | 0.01% | 0.01% | 5 | +1,159,750 | 10.66% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 11,954,863 | 59,774 | 0.0% | 0.0% | 6 | +5,375,128 | 81.69% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,107,586 | 55,537 | 0.01% | 0.01% | 7 | -3,838,746 | -25.68% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 9,713,566 | 48,577 | 0.0% | 0.0% | 8 | +639,743 | 7.05% | Q4 2025 | Feb 09, 2026 |
| Weiss Asset Management LP | History | Reduced | 7,948,401 | 39,742 | 0.56% | 14.25% | 9 | -106,200 | -1.32% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 7,348,701 | 36,744 | 0.01% | 0.01% | 10 | -15,142 | -0.21% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 6,913,359 | 34,566 | 0.06% | 0.08% | 11 | -1,817,417 | -20.82% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 6,854,706 | 34,273 | 0.03% | 0.04% | 12 | -365,083 | -5.06% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,587,343 | 32,936 | 0.01% | 0.0% | 13 | +1,397,722 | 26.93% | Q4 2025 | Feb 10, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | Added to | 5,854,997 | 29,274 | 4.55% | 4.87% | 14 | +614,418 | 11.72% | Q4 2025 | Jan 07, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 5,722,645 | 28,613 | 0.01% | 0.01% | 15 | -52,790 | -0.91% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,071,017 | 25,355 | 0.0% | 0.0% | 16 | -246,580 | -4.64% | Q4 2025 | Feb 17, 2026 |
| COATUE MANAGEMENT LLC | History | Reduced | 4,525,398 | 22,626 | 0.06% | 0.11% | 17 | -4,525,398 | -50.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 4,432,000 | 22,160 | 0.04% | 0.03% | 18 | +1,636,900 | 58.56% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,122,718 | 20,613 | 0.0% | 0.0% | 19 | -336,855 | -7.55% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,865,683 | 19,328 | 0.03% | 0.02% | 20 | +1,746,561 | 82.42% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 3,809,060 | 19,045 | 0.01% | 0.01% | 21 | -34,366 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 3,613,160 | 18,065 | 0.0% | 0.0% | 22 | +314,162 | 9.52% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,482,110 | 17,410 | 0.0% | 0.0% | 23 | -867,360 | -19.94% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,469,340 | 17,346 | 0.0% | 0.0% | 24 | +3,467,672 | 207894.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,340,385 | 16,701 | 0.01% | 0.01% | 25 | -2,137,644 | -39.02% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,623,102 | 13,115 | 0.01% | 0.01% | 26 | -1,909,511 | -42.13% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,343,184 | 11,715 | 0.01% | 0.01% | 27 | -21,555 | -0.91% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 2,080,407 | 10,402 | 0.0% | 0.0% | 28 | -1,693,699 | -44.88% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,019,585 | 10,097 | 0.03% | 0.04% | 29 | -281,104 | -12.22% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Reduced | 1,882,828 | 9,414 | 0.01% | 0.02% | 30 | -477,144 | -20.22% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,805,901 | 9,029 | 0.0% | 0.0% | 31 | +128,170 | 7.64% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,805,030 | 9,025 | 0.02% | 35.66% | 32 | +290,073 | 19.15% | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 1,776,000 | 8,880 | 0.13% | 0.14% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 1,708,293 | 8,541 | 0.03% | 0.04% | 34 | -214,345 | -11.15% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,687,645 | 8,438 | 0.0% | 0.0% | 35 | -68,591 | -3.91% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,541,702 | 7,708 | 0.0% | 0.0% | 36 | -2,640,060 | -63.13% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 1,337,684 | 6,689 | 0.01% | 0.01% | 37 | -2,773 | -0.21% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 1,227,548 | 6,137 | 0.21% | — | 38 | +1,227,548 | New | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,136,795 | 5,683 | 0.02% | 0.01% | 39 | +341,222 | 42.89% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,116,700 | 5,588 | 0.0% | 0.0% | 40 | -125,011 | -10.07% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,055,584 | 5,278 | 0.01% | 0.02% | 41 | -167,647 | -13.71% | Q4 2025 | Jan 09, 2026 |
| Swiss National Bank | History | Added to | 1,007,400 | 5,037 | 0.0% | 0.0% | 42 | +17,200 | 1.74% | Q4 2025 | Feb 12, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 975,513 | 4,877 | 0.01% | 0.01% | 43 | -653,787 | -40.13% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 916,876 | 4,586 | 0.0% | 0.0% | 44 | -192,289 | -17.34% | Q4 2025 | Mar 20, 2026 |
| IMC-Chicago, LLC | History | Reduced | 856,600 | 4,283 | 0.0% | 0.0% | 45 | -193,547 | -18.43% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 827,808 | 4,139 | 0.01% | 0.01% | 46 | -24,891 | -2.92% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 759,900 | 3,799 | 0.01% | 0.01% | 47 | +22,000 | 2.98% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 756,397 | 3,781 | 0.0% | 0.0% | 48 | +50,962 | 7.22% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 701,043 | 3,505 | 0.0% | 0.0% | 49 | -64,763 | -8.46% | Q4 2025 | Feb 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 686,262 | 3,493 | 0.01% | 0.01% | 50 | -6,262 | -0.9% | Q4 2025 | Jan 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 642,662 | 3,213 | 0.0% | 0.0% | 51 | +6,819 | 1.07% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 623,245 | 3,116 | 0.08% | 0.03% | 52 | +502,468 | 416.03% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 618,308 | 3,091 | 0.06% | 0.09% | 53 | -124,418 | -16.75% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 603,835 | 3,019 | 0.01% | 0.01% | 54 | +66,883 | 12.46% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 592,736 | 2,963 | 0.0% | 0.0% | 55 | -7,814 | -1.3% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 588,032 | 2,940 | 0.0% | 0.0% | 56 | -341,180 | -36.72% | Q4 2025 | Mar 25, 2026 |
| Mariner, LLC | History | Added to | 580,693 | 2,906 | 0.0% | 0.0% | 57 | +190,485 | 48.82% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 570,828 | 2,854 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 542,793 | 2,713 | 0.12% | — | 59 | +542,793 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 535,258 | 2,676 | 0.0% | 0.0% | 60 | -7,771 | -1.43% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 513,918 | 2,569 | 0.0% | 0.0% | 61 | -24,763 | -4.6% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 503,300 | 2,516 | 0.0% | 0.02% | 62 | -1,645,800 | -76.58% | Q4 2025 | Mar 12, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 500,000 | 2,500 | 0.23% | 0.17% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 497,775 | 2,487 | 0.03% | 0.03% | 64 | +5,547 | 1.13% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 492,861 | 2,464 | 0.0% | 0.0% | 65 | +153,016 | 45.03% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 491,554 | 2,458 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Verition Fund Management LLC | History | Reduced | 488,658 | 2,443 | 0.01% | 0.01% | 67 | -14,250 | -2.83% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 481,934 | 2,409 | 0.0% | 0.0% | 68 | -360 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Added to | 464,296 | 2,321 | 0.0% | 0.0% | 69 | +2,145 | 0.46% | Q4 2025 | Jan 16, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 463,353 | 2,316 | 0.0% | 0.0% | 70 | -15,129 | -3.16% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 450,252 | 2,251 | 0.0% | 0.0% | 71 | +183,038 | 68.5% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 446,310 | 2,232 | 0.0% | 0.0% | 72 | +90,715 | 25.51% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 424,988 | 2,124 | 0.0% | 0.0% | 73 | -195,312 | -31.49% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 422,667 | 2,113 | 0.01% | 0.01% | 74 | +82,362 | 24.2% | Q4 2025 | Jan 26, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 416,905 | 2,085 | 0.0% | 0.0% | 75 | -4,059 | -0.96% | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 402,236 | 2,011 | 0.01% | 0.0% | 76 | +10,662 | 2.72% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 399,394 | 1,996 | 0.0% | 0.0% | 77 | +36,700 | 10.12% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 390,589 | 1,952 | 0.06% | 0.13% | 78 | -526,346 | -57.4% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 383,484 | 1,948 | 0.0% | 0.0% | 79 | +13,433 | 3.63% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 389,331 | 1,946 | 0.0% | 0.0% | 80 | +154,020 | 65.45% | Q4 2025 | Feb 18, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 385,247 | 1,926 | 0.01% | 0.0% | 81 | +267,437 | 227.01% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 383,729 | 1,918 | 0.01% | — | 82 | +383,729 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 372,742 | 1,863 | 0.0% | 0.0% | 83 | +30,546 | 8.93% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 367,271 | 1,836 | 0.0% | 0.0% | 84 | +16,318 | 4.65% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 363,765 | 1,818 | 0.0% | 0.0% | 85 | -73,579 | -16.82% | Q4 2025 | Feb 18, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 352,721 | 1,763 | 0.03% | 0.04% | 86 | -136,220 | -27.86% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 350,000 | 1,750 | 0.07% | 0.08% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 349,298 | 1,746 | 0.0% | 0.0% | 88 | -2,010 | -0.57% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 347,335 | 1,736 | 0.01% | 0.01% | 89 | -46,752 | -11.86% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Reduced | 342,098 | 1,710 | 0.0% | 0.0% | 90 | -23,988 | -6.55% | Q4 2025 | Feb 17, 2026 |
| Crawford Fund Management, LLC | History | Added to | 341,500 | 1,707 | 0.22% | 0.17% | 91 | +127,300 | 59.43% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 339,786 | 1,698 | 0.11% | 0.12% | 92 | +3,091 | 0.92% | Q4 2025 | Feb 20, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 336,506 | 1,682 | 0.0% | 0.0% | 93 | +308,297 | 1092.9% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 332,111 | 1,680 | 0.02% | 0.02% | 94 | +1,403 | 0.42% | Q4 2025 | Jan 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 319,782 | 1,598 | 0.01% | — | 95 | +319,782 | New | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 306,162 | 1,530 | 0.0% | 0.0% | 96 | -3,251 | -1.05% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 304,209 | 1,521 | 0.0% | 0.0% | 97 | -16,795 | -5.23% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 304,048 | 1,520 | 0.0% | 0.0% | 98 | +37,437 | 14.04% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 302,569 | 1,512 | 0.0% | 0.0% | 99 | -40,310 | -11.76% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 285,762 | 1,428 | 0.01% | 0.01% | 100 | -3,421 | -1.18% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | New | 279,498 | 1,397 | 0.02% | — | 101 | +279,498 | New | Q4 2025 | Feb 11, 2026 |
| Adams Asset Advisors, LLC | History | No change | 271,226 | 1,356 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 266,172 | 1,330 | 0.01% | 0.02% | 103 | -718,765 | -72.98% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 262,149 | 1,321 | 0.0% | 0.0% | 104 | +35,948 | 15.89% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 257,610 | 1,288 | 0.02% | — | 105 | +257,610 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 253,117 | 1,265 | 0.0% | 0.0% | 106 | +85,535 | 51.04% | Q4 2025 | Jan 30, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 252,900 | 1,264 | 0.15% | 0.17% | 107 | -13,250 | -4.98% | Q4 2025 | Jan 07, 2026 |
| SIG BROKERAGE, LP | History | No change | 252,300 | 1,261 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 236,700 | 1,184 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 236,174 | 1,180 | 0.0% | 0.0% | 110 | -41,468 | -14.94% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 218,807 | 1,167 | 0.0% | 0.0% | 111 | -143,192 | -39.56% | Q4 2025 | Jan 08, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | No change | 229,118 | 1,146 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 229,159 | 1,145 | 0.0% | 0.0% | 113 | +54,871 | 31.48% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 225,900 | 1,129 | 0.02% | 0.02% | 114 | -700 | -0.31% | Q4 2025 | Jan 16, 2026 |
| TICINO WEALTH | History | New | 222,450 | 1,112 | 0.41% | — | 115 | +222,450 | New | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 220,382 | 1,101 | 0.01% | 0.01% | 116 | +3,424 | 1.58% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 219,317 | 1,096 | 0.0% | 0.0% | 117 | +35,402 | 19.25% | Q4 2025 | Jan 30, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 209,005 | 1,062 | 0.01% | 0.01% | 118 | -8,343 | -3.84% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 210,354 | 1,051 | 0.0% | 0.0% | 119 | +7,373 | 3.63% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 209,017 | 1,045 | 0.0% | 0.0% | 120 | -15,269 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 208,995 | 1,044 | 0.01% | 0.01% | 121 | -8,896 | -4.08% | Q4 2025 | Feb 13, 2026 |
| EDMP, INC. | History | Reduced | 204,808 | 1,024 | 0.84% | 0.85% | 122 | -7,033 | -3.32% | Q4 2025 | Jan 21, 2026 |
| Csenge Advisory Group | History | Reduced | 202,412 | 1,012 | 0.05% | 0.05% | 123 | -7,755 | -3.69% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 197,583 | 987 | 0.0% | 0.0% | 124 | +42,347 | 27.28% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 195,363 | 977 | 0.0% | 0.0% | 125 | +9,222 | 4.95% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 191,530 | 961 | 0.0% | 0.0% | 126 | -50,836 | -20.97% | Q4 2025 | Feb 18, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 181,309 | 906 | 0.13% | 0.2% | 127 | +1,150 | 0.64% | Q4 2025 | Feb 03, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 171,759 | 859 | 0.0% | 0.0% | 128 | +70,743 | 70.03% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 170,910 | 854 | 0.01% | 0.01% | 130 | -15,969 | -8.55% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 170,752 | 854 | 0.0% | 0.0% | 129 | +12,100 | 7.63% | Q4 2025 | Feb 06, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 168,900 | 845 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 168,521 | 842 | 0.0% | 0.0% | 132 | +9,714 | 6.12% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 156,322 | 808 | 0.0% | — | 133 | +156,322 | New | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Added to | 152,022 | 760 | 0.01% | 0.01% | 134 | +213 | 0.14% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 143,910 | 754 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 149,944 | 749 | 0.02% | — | 137 | +149,944 | New | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 149,950 | 749 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 143,058 | 715 | 0.05% | 0.05% | 139 | +10,808 | 8.17% | Q4 2025 | Feb 03, 2026 |
| Arizona State Retirement System | History | Reduced | 143,123 | 715 | 0.0% | 0.0% | 138 | -7,993 | -5.29% | Q4 2025 | Jan 28, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 140,888 | 704 | 0.25% | 0.29% | 140 | -23,248 | -14.16% | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 137,928 | 690 | 0.0% | — | 141 | +137,928 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 137,174 | 685 | 0.0% | 0.0% | 142 | +17,321 | 14.45% | Q4 2025 | Feb 13, 2026 |
| Concorde Asset Management, LLC | History | Added to | 136,506 | 682 | 0.27% | 0.29% | 143 | +9,831 | 7.76% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 134,953 | 675 | 0.0% | 0.0% | 144 | +12,058 | 9.81% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 131,959 | 660 | 0.0% | 0.0% | 145 | -1,712 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 131,879 | 659 | 0.0% | 0.0% | 146 | +35,581 | 36.95% | Q4 2025 | Mar 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 126,925 | 652 | 0.01% | 0.01% | 147 | -5,219 | -3.95% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 129,214 | 646 | 0.0% | 0.0% | 148 | -33,226 | -20.45% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 128,617 | 643 | 0.0% | — | 149 | +128,617 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 127,853 | 639 | 0.0% | 0.0% | 150 | -1,345 | -1.04% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 123,340 | 616 | 0.0% | 0.01% | 151 | -47,301 | -27.72% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 120,042 | 600 | 0.01% | 0.01% | 152 | -280 | -0.23% | Q4 2025 | Feb 13, 2026 |
| Metis Global Partners, LLC | History | Reduced | 116,687 | 583 | 0.01% | 0.02% | 153 | -18,785 | -13.87% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 112,803 | 564 | 0.01% | 0.01% | 154 | +1,809 | 1.63% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 108,700 | 551 | 0.0% | 0.0% | 155 | -4,300 | -3.81% | Q4 2025 | Jan 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 108,094 | 540 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 106,742 | 535 | 0.0% | — | 157 | +106,742 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 106,289 | 531 | 0.0% | 0.0% | 158 | +44,239 | 71.3% | Q4 2025 | Jan 26, 2026 |
| Demars Financial Group, LLC | History | Added to | 103,929 | 519 | 0.17% | 0.18% | 159 | +1,598 | 1.56% | Q4 2025 | Jan 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 103,539 | 517 | 0.02% | 0.02% | 160 | -3,118 | -2.92% | Q4 2025 | Feb 19, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 102,200 | 511 | 0.0% | 0.0% | 161 | -39,500 | -27.88% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 100,999 | 504 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 96,422 | 482 | 0.01% | 0.01% | 163 | +1,317 | 1.38% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 95,480 | 477 | 0.0% | — | 164 | +95,480 | New | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 95,417 | 477 | 0.0% | 0.0% | 165 | +29,450 | 44.64% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 94,425 | 472 | 0.0% | 0.0% | 166 | +76,796 | 435.62% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 93,523 | 467 | 0.04% | 0.04% | 167 | +3,992 | 4.46% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 92,097 | 460 | 0.0% | 0.0% | 168 | -9,301 | -9.17% | Q4 2025 | Feb 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 90,600 | 453 | 0.06% | 0.09% | 169 | +1,600 | 1.8% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 88,616 | 443 | 0.0% | 0.0% | 170 | -8,314 | -8.58% | Q4 2025 | Feb 17, 2026 |
| Pensionfund PDN | History | No change | 87,000 | 435 | 0.29% | 0.29% | 171 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 85,776 | 428 | 0.0% | 0.0% | 172 | -1,979 | -2.26% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 83,829 | 419 | 0.0% | 0.0% | 173 | +54,711 | 187.89% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 82,956 | 414 | 0.02% | 0.02% | 174 | +779 | 0.95% | Q4 2025 | Jan 26, 2026 |
| KPP Advisory Services LLC | History | Added to | 82,897 | 414 | 0.06% | 0.06% | 175 | +39 | 0.05% | Q4 2025 | Feb 02, 2026 |
| Neuberger Berman Group LLC | History | Added to | 81,709 | 408 | 0.0% | 0.0% | 176 | +29,730 | 57.2% | Q4 2025 | Feb 13, 2026 |
| PharVision Advisers, LLC | History | Added to | 81,365 | 406 | 0.21% | 0.13% | 178 | +36,094 | 79.73% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | Added to | 81,298 | 406 | 0.0% | 0.0% | 177 | +468 | 0.58% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | Added to | 79,083 | 395 | 0.02% | 0.01% | 179 | +37,461 | 90.0% | Q4 2025 | Feb 23, 2026 |
| Pictet Asset Management Holding SA | History | No change | 78,617 | 393 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 78,377 | 391 | 0.0% | 0.0% | 181 | +24,515 | 45.51% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 77,731 | 388 | 0.0% | 0.0% | 182 | +19,621 | 33.77% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 76,963 | 384 | 0.0% | 0.0% | 183 | +44 | 0.06% | Q4 2025 | Feb 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 74,574 | 372 | 0.0% | 0.0% | 184 | +2,845 | 3.97% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 70,257 | 351 | 0.0% | 0.0% | 185 | -7,682 | -9.86% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 68,364 | 342 | 0.01% | 0.03% | 186 | -329,846 | -82.83% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 67,998 | 339 | 0.0% | 0.0% | 187 | +14,792 | 27.8% | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 67,061 | 335 | 0.0% | 0.0% | 188 | +507 | 0.76% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 63,454 | 317 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Odyssean, LLC | History | New | 63,203 | 316 | 0.23% | — | 190 | +63,203 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 61,026 | 309 | 0.01% | 0.0% | 192 | +17,508 | 40.23% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 61,926 | 309 | 0.01% | 0.01% | 191 | +13,977 | 29.15% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 59,926 | 299 | 0.0% | 0.0% | 193 | -7,507 | -11.13% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 55,937 | 291 | 0.0% | 0.0% | 194 | -25,070 | -30.95% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 58,153 | 290 | 0.0% | 0.0% | 195 | +7,737 | 15.35% | Q4 2025 | Feb 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 56,373 | 281 | 0.0% | 0.0% | 196 | +1,160 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Affiance Financial, LLC | History | No change | 56,321 | 281 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 55,468 | 277 | 0.0% | 0.0% | 199 | +6,308 | 12.83% | Q4 2025 | Feb 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 55,500 | 277 | 0.06% | 0.04% | 198 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Limestone Investment Advisors LP | History | No change | 250,000 | 267 | 0.03% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 51,572 | 262 | 0.01% | — | 201 | +51,572 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | Added to | 52,083 | 260 | 0.0% | 0.0% | 202 | +1,643 | 3.26% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 50,512 | 257 | 0.01% | 0.01% | 203 | -7,653 | -13.16% | Q4 2025 | Jan 27, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 50,754 | 253 | 0.01% | 0.0% | 204 | +38,505 | 314.35% | Q4 2025 | Feb 06, 2026 |
| Allie Family Office LLC | History | No change | 48,650 | 247 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Coign Capital Advisors LLC | History | Added to | 49,193 | 245 | 0.13% | 0.1% | 206 | +11,813 | 31.6% | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 48,571 | 242 | 0.01% | 0.01% | 207 | +12,687 | 35.36% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 46,774 | 233 | 0.0% | 0.0% | 208 | -2,683 | -5.42% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 46,581 | 232 | 0.0% | 0.0% | 210 | -76,600 | -62.18% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | Added to | 46,508 | 232 | 0.01% | 0.0% | 209 | +35,711 | 330.75% | Q4 2025 | Feb 17, 2026 |
| Welch Group, LLC | History | Added to | 45,874 | 229 | 0.01% | 0.01% | 211 | +3,541 | 8.36% | Q4 2025 | Jan 26, 2026 |
| DRW Securities, LLC | History | Reduced | 45,785 | 228 | 0.01% | 0.0% | 212 | -7,348 | -13.83% | Q4 2025 | Feb 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 44,882 | 224 | 0.01% | 0.01% | 213 | -1,539 | -3.32% | Q4 2025 | Feb 09, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 43,000 | 221 | 0.08% | 0.06% | 214 | +10,000 | 30.3% | Q4 2025 | Feb 11, 2026 |
| Pensionfund Sabic | History | No change | 43,500 | 218 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 43,095 | 215 | 0.0% | 0.0% | 216 | -4,591 | -9.63% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 41,361 | 206 | 0.0% | 0.0% | 217 | +9,844 | 31.23% | Q4 2025 | Jan 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 40,428 | 205 | 0.01% | — | 218 | +40,428 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 40,240 | 201 | 0.0% | 0.0% | 219 | +20,438 | 103.21% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 39,345 | 200 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Reduced | 39,886 | 199 | 0.0% | 0.0% | 221 | -1,220 | -2.97% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 39,426 | 197 | 0.01% | 0.02% | 222 | -9,230 | -18.97% | Q4 2025 | Feb 18, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 36,878 | 195 | 0.02% | 0.02% | 223 | +9 | 0.02% | Q4 2025 | Jan 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 36,382 | 185 | 0.0% | 0.0% | 224 | +4,970 | 15.82% | Q4 2025 | Jan 08, 2026 |
| AXQ CAPITAL, LP | History | New | 36,284 | 181 | 0.04% | — | 225 | +36,284 | New | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 35,602 | 178 | 0.0% | 0.0% | 226 | +14,419 | 68.07% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 35,075 | 175 | 0.0% | 0.0% | 227 | +7,599 | 27.66% | Q4 2025 | Feb 18, 2026 |
| Fulcrum Capital LLC | History | No change | 34,500 | 172 | 0.03% | 0.04% | 228 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Curi Capital, LLC | History | New | 33,761 | 171 | 0.0% | — | 229 | +33,761 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 33,559 | 170 | 0.0% | 0.0% | 230 | -852 | -2.48% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 33,869 | 169 | 0.0% | 0.0% | 231 | -21,480 | -38.81% | Q4 2025 | Feb 13, 2026 |
| Monument Capital Management | History | New | 33,300 | 166 | 0.04% | — | 232 | +33,300 | New | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Added to | 32,497 | 162 | 0.0% | 0.0% | 233 | +8,285 | 34.22% | Q4 2025 | Feb 10, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 32,305 | 161 | 0.03% | 0.04% | 234 | +6,551 | 25.44% | Q4 2025 | Feb 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 32,107 | 160 | 0.0% | 0.0% | 235 | -456 | -1.4% | Q4 2025 | Feb 03, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 32,087 | 160 | 0.01% | 0.01% | 236 | -217 | -0.67% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 31,753 | 158 | 0.02% | 0.01% | 237 | +21,304 | 203.89% | Q4 2025 | Feb 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 31,326 | 156 | 0.03% | 0.02% | 239 | +14,645 | 87.79% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Reduced | 31,309 | 156 | 0.01% | 0.01% | 238 | -86 | -0.27% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 31,138 | 155 | 0.01% | 0.0% | 240 | +7,212 | 30.14% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 30,827 | 154 | 0.0% | 0.0% | 241 | -4,650 | -13.11% | Q4 2025 | Feb 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 30,700 | 153 | 0.01% | 0.02% | 242 | -9,500 | -23.63% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 30,587 | 152 | 0.0% | — | 243 | +30,587 | New | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Reduced | 29,412 | 147 | 0.0% | 0.0% | 245 | -6,080 | -17.13% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 29,511 | 147 | 0.0% | 0.0% | 244 | -1,332 | -4.32% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 29,007 | 145 | 0.0% | 0.0% | 246 | +431 | 1.51% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 28,809 | 144 | 0.0% | 0.0% | 247 | -2,238 | -7.21% | Q4 2025 | Jan 29, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 28,667 | 143 | 0.02% | 0.02% | 249 | +9,717 | 51.28% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 28,696 | 143 | 0.0% | 0.0% | 248 | +6,442 | 28.95% | Q4 2025 | Jan 16, 2026 |
| Krilogy Financial LLC | History | Reduced | 28,131 | 142 | 0.0% | 0.01% | 250 | -5,295 | -15.84% | Q4 2025 | Jan 27, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 37,100 | 139 | 0.02% | 0.01% | 251 | +24,600 | 196.8% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 26,902 | 134 | 0.0% | 0.0% | 252 | -22,381 | -45.41% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 26,369 | 131 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BCO Wealth Management LLC | History | No change | 26,100 | 130 | 0.08% | 0.09% | 254 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 25,902 | 129 | 0.01% | 0.02% | 255 | -1,974 | -7.08% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 25,120 | 125 | 0.02% | — | 256 | +25,120 | New | Q4 2025 | Feb 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 25,053 | 125 | 0.02% | 0.02% | 258 | +794 | 3.27% | Q4 2025 | Jan 30, 2026 |
| XPONANCE LLC | History | Added to | 25,194 | 125 | 0.0% | 0.0% | 257 | +631 | 2.57% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Reduced | 24,775 | 123 | 0.01% | 0.02% | 259 | -2,021 | -7.54% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 24,561 | 122 | 0.0% | — | 260 | +24,561 | New | Q4 2025 | Feb 04, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 24,469 | 122 | 0.04% | 0.04% | 261 | +3,022 | 14.09% | Q4 2025 | Feb 12, 2026 |
| Parcion Private Wealth LLC | History | Added to | 24,233 | 121 | 0.01% | 0.0% | 264 | +8,522 | 54.24% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 24,274 | 121 | 0.0% | 0.0% | 263 | -6,965 | -22.3% | Q4 2025 | Jan 20, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 24,255 | 121 | 0.0% | 0.0% | 262 | -7 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,126 | 115 | 0.0% | 0.0% | 265 | +61 | 0.26% | Q4 2025 | Feb 12, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 22,639 | 113 | 0.01% | 0.01% | 266 | -1 | -0.0% | Q4 2025 | Jan 29, 2026 |
| Norinchukin Bank, The | History | Reduced | 22,538 | 112 | 0.0% | 0.0% | 267 | -766 | -3.29% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | New | 22,375 | 111 | 0.01% | — | 268 | +22,375 | New | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | New | 22,338 | 111 | 0.0% | — | 269 | +22,338 | New | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,886 | 109 | 0.0% | 0.0% | 270 | -229 | -1.04% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 21,860 | 109 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 21,668 | 108 | 0.01% | 0.0% | 273 | +10,801 | 99.39% | Q4 2025 | Feb 11, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 21,710 | 108 | 0.03% | 0.04% | 272 | -9,572 | -30.6% | Q4 2025 | Jan 06, 2026 |
| Keel Point, LLC | History | Added to | 21,029 | 105 | 0.01% | 0.01% | 275 | +611 | 2.99% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 21,187 | 105 | 0.0% | 0.0% | 274 | +594 | 2.88% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 20,796 | 103 | 0.0% | 0.0% | 276 | -5,365 | -20.51% | Q4 2025 | Jan 26, 2026 |
| Wedmont Private Capital | History | Added to | 18,783 | 101 | 0.0% | 0.0% | 278 | +8,559 | 83.71% | Q4 2025 | Jan 08, 2026 |
| KBC Group NV | History | No change | 20,239 | 101 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Atom Investors LP | History | New | 20,109 | 100 | 0.01% | — | 279 | +20,109 | New | Q4 2025 | Feb 17, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 20,000 | 100 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Leonteq Securities AG | History | Reduced | 19,425 | 97 | 0.0% | 0.0% | 281 | -4,065 | -17.31% | Q4 2025 | Feb 06, 2026 |
| waypoint wealth counsel | History | Added to | 18,808 | 94 | 0.03% | 0.03% | 282 | +2,215 | 13.35% | Q4 2025 | Jan 28, 2026 |
| Marble Wealth, LLC | History | New | 18,664 | 93 | 0.01% | — | 285 | +18,664 | New | Q4 2025 | Feb 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 18,464 | 93 | 0.0% | — | 284 | +18,464 | New | Q4 2025 | Feb 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 18,777 | 93 | 0.0% | 0.0% | 283 | +46 | 0.25% | Q4 2025 | Jan 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 18,460 | 92 | 0.0% | 0.0% | 286 | +14,501 | 366.28% | Q4 2025 | Feb 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 18,302 | 91 | 0.0% | 0.0% | 288 | -1,056 | -5.46% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Reduced | 18,277 | 91 | 0.0% | 0.0% | 287 | -475 | -2.53% | Q4 2025 | Jan 30, 2026 |
| FIL Ltd | History | Reduced | 18,176 | 90 | 0.0% | 0.0% | 289 | -27,427 | -60.14% | Q4 2025 | Feb 17, 2026 |
| Nadler Financial Group, Inc. | History | New | 18,000 | 90 | 0.01% | — | 290 | +18,000 | New | Q4 2025 | Jan 28, 2026 |
| North Dakota State Investment Board | History | New | 17,934 | 89 | 0.0% | — | 291 | +17,934 | New | Q4 2025 | Feb 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 17,291 | 86 | 0.0% | 0.01% | 293 | -74,600 | -81.18% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 17,302 | 86 | 0.0% | 0.0% | 292 | -49,993 | -74.29% | Q4 2025 | Jan 28, 2026 |
| Empowered Funds, LLC | History | Added to | 17,240 | 86 | 0.0% | 0.0% | 295 | +2,616 | 17.89% | Q4 2025 | Feb 18, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 16,906 | 86 | 0.0% | 0.0% | 294 | -1,582 | -8.56% | Q4 2025 | Jan 28, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 17,000 | 85 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Anfield Capital Management, LLC | History | No change | 16,974 | 84 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 16,777 | 83 | 0.01% | 0.03% | 298 | -48,064 | -74.13% | Q4 2025 | Feb 06, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 16,469 | 82 | 0.04% | 0.03% | 299 | +811 | 5.18% | Q4 2025 | Feb 05, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 16,086 | 80 | 0.0% | 0.0% | 300 | -6,226 | -27.9% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,195 | 80 | 0.0% | 0.0% | 301 | +2,943 | 22.21% | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | New | 15,783 | 78 | 0.01% | — | 304 | +15,783 | New | Q4 2025 | Jan 13, 2026 |
| Facet Wealth, Inc. | History | New | 15,716 | 78 | 0.0% | — | 303 | +15,716 | New | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,579 | 78 | 0.0% | 0.0% | 305 | +5,725 | 58.1% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,764 | 78 | 0.0% | 0.0% | 302 | +2,968 | 23.19% | Q4 2025 | Feb 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 15,425 | 77 | 0.0% | — | 306 | +15,425 | New | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 15,248 | 76 | 0.0% | — | 309 | +15,248 | New | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,268 | 76 | 0.0% | 0.0% | 308 | +117 | 0.77% | Q4 2025 | Feb 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 15,360 | 76 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 15,094 | 75 | 0.0% | — | 315 | +15,094 | New | Q4 2025 | Feb 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 15,080 | 75 | 0.02% | — | 314 | +15,080 | New | Q4 2025 | Jan 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 15,062 | 75 | 0.0% | 0.0% | 313 | +2,530 | 20.19% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 15,150 | 75 | 0.0% | 0.01% | 312 | -540 | -3.44% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 15,150 | 75 | 0.01% | 0.01% | 311 | +150 | 1.0% | Q4 2025 | Jan 20, 2026 |
| PDS Planning, Inc | History | Added to | 15,082 | 75 | 0.01% | 0.01% | 310 | +61 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Dupree Financial Group, LLC | History | No change | 15,000 | 75 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 14,984 | 74 | 0.0% | 0.0% | 317 | +3,746 | 33.33% | Q4 2025 | Jan 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 14,676 | 73 | 0.0% | 0.0% | 318 | -886 | -5.69% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | New | 14,445 | 72 | 0.01% | — | 321 | +14,445 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 14,440 | 72 | 0.0% | — | 319 | +14,440 | New | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,280 | 72 | 0.0% | 0.0% | 320 | +1,046 | 7.9% | Q4 2025 | Feb 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 14,335 | 71 | 0.0% | 0.0% | 322 | +260 | 1.85% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | New | 13,805 | 70 | 0.0% | — | 323 | +13,805 | New | Q4 2025 | Feb 05, 2026 |
| IFC Advisors LLC | History | Added to | 13,682 | 68 | 0.01% | 0.01% | 324 | +29 | 0.21% | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 13,542 | 67 | 0.01% | — | 325 | +13,542 | New | Q4 2025 | Jan 23, 2026 |
| QTR Family Wealth, LLC | History | Added to | 11,929 | 67 | 0.03% | 0.03% | 326 | +1,125 | 10.41% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | No change | 13,282 | 66 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,997 | 64 | 0.0% | 0.0% | 329 | -7,041 | -35.14% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 12,882 | 64 | 0.0% | 0.0% | 328 | +5,608 | 77.1% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,668 | 63 | 0.0% | 0.0% | 330 | -496 | -3.77% | Q4 2025 | Feb 02, 2026 |
| Broyhill Asset Management, LLC | History | No change | 12,575 | 62 | 0.05% | 0.06% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 12,400 | 62 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,170 | 60 | 0.0% | 0.0% | 333 | +6,315 | 107.86% | Q4 2025 | Mar 16, 2026 |
| Summit Financial, LLC | History | Reduced | 11,955 | 60 | 0.0% | 0.0% | 334 | -4,505 | -27.37% | Q4 2025 | Feb 13, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 11,951 | 59 | 0.0% | 0.0% | 336 | -133 | -1.1% | Q4 2025 | Feb 04, 2026 |
| STRS OHIO | History | Added to | 11,949 | 59 | 0.0% | 0.0% | 335 | +21 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Optas, LLC | History | New | 11,616 | 58 | 0.01% | — | 337 | +11,616 | New | Q4 2025 | Jan 27, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 11,658 | 58 | 0.0% | 0.0% | 338 | -500 | -4.11% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 11,590 | 57 | 0.0% | — | 339 | +11,590 | New | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 11,332 | 56 | 0.01% | — | 344 | +11,332 | New | Q4 2025 | Mar 03, 2026 |
| World Investment Advisors | History | New | 11,325 | 56 | 0.0% | — | 342 | +11,325 | New | Q4 2025 | Mar 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 11,113 | 56 | 0.0% | — | 343 | +11,113 | New | Q4 2025 | Jan 15, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 11,271 | 56 | 0.01% | 0.01% | 346 | +1,150 | 11.36% | Q4 2025 | Feb 13, 2026 |
| Busey Bank | History | Reduced | 11,347 | 56 | 0.0% | 0.0% | 340 | -1,000 | -8.1% | Q4 2025 | Jan 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 12,331 | 56 | 0.0% | 0.0% | 345 | -834 | -6.33% | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,201 | 56 | 0.0% | 0.0% | 341 | +184 | 1.67% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 10,917 | 55 | 0.01% | — | 348 | +10,917 | New | Q4 2025 | Feb 04, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 11,000 | 55 | 0.01% | 0.01% | 349 | -5,000 | -31.25% | Q4 2025 | Mar 03, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 11,034 | 55 | 0.02% | 0.02% | 347 | +34 | 0.31% | Q4 2025 | Feb 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 10,771 | 53 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NORGES BANK | History | New | 10,447 | 52 | 0.0% | — | 352 | +10,447 | New | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | New | 10,402 | 52 | 0.0% | — | 351 | +10,402 | New | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 10,189 | 52 | 0.0% | 0.0% | 353 | +1,432 | 16.35% | Q4 2025 | Jan 21, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 10,590 | 52 | 0.01% | 0.01% | 355 | -700 | -6.2% | Q4 2025 | Jan 22, 2026 |
| Apella Capital, LLC | History | No change | 10,526 | 52 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 10,352 | 51 | 0.0% | — | 359 | +10,352 | New | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 10,106 | 51 | 0.0% | — | 357 | +10,106 | New | Q4 2025 | Jan 15, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | No change | 10,357 | 51 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 10,275 | 51 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Diversified Trust Co | History | New | 10,029 | 50 | 0.0% | — | 360 | +10,029 | New | Q4 2025 | Jan 09, 2026 |
| Arkadios Wealth Advisors | History | New | 10,012 | 50 | 0.0% | — | 361 | +10,012 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 10,000 | 50 | 0.0% | — | 365 | +10,000 | New | Q4 2025 | Feb 18, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 10,166 | 50 | 0.03% | 0.07% | 364 | -6,228 | -37.99% | Q4 2025 | Feb 11, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 10,192 | 50 | 0.01% | 0.01% | 363 | -1,778 | -14.85% | Q4 2025 | Jan 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 10,003 | 50 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 9,946 | 49 | 0.01% | — | 366 | +9,946 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,973 | 44 | 0.0% | 0.0% | 367 | +8,550 | 2021.28% | Q4 2025 | Jan 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,654 | 43 | 0.0% | 0.0% | 368 | +4,669 | 117.16% | Q4 2025 | Jan 23, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 8,466 | 42 | 0.0% | 0.0% | 369 | +6 | 0.07% | Q4 2025 | Jan 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 7,341 | 36 | 0.01% | — | 371 | +7,341 | New | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7,307 | 36 | 0.0% | 0.0% | 370 | -344 | -4.5% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,143 | 35 | 0.0% | 0.0% | 372 | -4,707 | -39.72% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 6,393 | 32 | 0.0% | — | 373 | +6,393 | New | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Added to | 6,236 | 31 | 0.0% | 0.0% | 374 | +5,195 | 499.04% | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Added to | 6,166 | 30 | 0.0% | 0.0% | 375 | +2,410 | 64.16% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 5,881 | 29 | 0.0% | 0.0% | 376 | +403 | 7.36% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 5,600 | 28 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quarry LP | History | Reduced | 5,502 | 27 | 0.0% | 0.04% | 378 | -35,071 | -86.44% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 5,369 | 26 | 0.0% | 0.0% | 379 | -6,993 | -56.57% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,300 | 26 | 0.0% | 0.0% | 380 | -434 | -7.57% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,841 | 24 | 0.0% | 0.0% | 381 | +39 | 0.81% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | No change | 4,827 | 24 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | Added to | 4,759 | 23 | 0.01% | 0.0% | 383 | +2,502 | 110.86% | Q4 2025 | Jan 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 4,510 | 22 | 0.01% | — | 384 | +4,510 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,322 | 21 | 0.0% | — | 385 | +4,322 | New | Q4 2025 | Jan 21, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 4,208 | 21 | 0.0% | 0.0% | 386 | +62 | 1.5% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 4,093 | 20 | 0.0% | 0.0% | 387 | -30,179 | -88.06% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,082 | 20 | 0.0% | 0.0% | 388 | -19 | -0.46% | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 3,857 | 19 | 0.0% | 0.0% | 389 | +767 | 24.82% | Q4 2025 | Jan 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,424 | 17 | 0.0% | 0.0% | 390 | +483 | 16.42% | Q4 2025 | Jan 08, 2026 |
| NBC SECURITIES, INC. | History | New | 3,391 | 16 | 0.0% | — | 391 | +3,391 | New | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | New | 3,239 | 16 | 0.0% | — | 392 | +3,239 | New | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | No change | 3,324 | 16 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Community Bank, N.A. | History | Added to | 3,000 | 15 | 0.0% | 0.0% | 395 | +1,000 | 50.0% | Q4 2025 | Feb 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,079 | 15 | 0.0% | 0.0% | 396 | +19 | 0.62% | Q4 2025 | Jan 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,000 | 15 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,838 | 14 | 0.0% | 0.0% | 398 | -1,529 | -35.01% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,983 | 14 | 0.0% | 0.0% | 397 | -87 | -2.83% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Added to | 2,668 | 13 | 0.0% | 0.0% | 399 | +435 | 19.48% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,479 | 12 | 0.0% | 0.0% | 400 | -7,274 | -74.58% | Q4 2025 | Feb 09, 2026 |
| GoalVest Advisory LLC | History | New | 2,565 | 12 | 0.0% | — | 402 | +2,565 | New | Q4 2025 | Jan 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,475 | 12 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Heritage Wealth Advisors | History | No change | 2,350 | 11 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,095 | 10 | 0.0% | 0.0% | 404 | -2,526 | -54.66% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | New | 2,058 | 10 | 0.0% | — | 405 | +2,058 | New | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 2,008 | 10 | 0.0% | — | 406 | +2,008 | New | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Reduced | 1,715 | 9 | 0.0% | 0.0% | 407 | -5 | -0.29% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 1,715 | 8 | 0.0% | — | 409 | +1,715 | New | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | New | 1,628 | 8 | 0.0% | — | 408 | +1,628 | New | Q4 2025 | Jan 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,566 | 7 | 0.0% | 0.0% | 410 | -7,211 | -82.16% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | New | 1,500 | 7 | 0.0% | — | 414 | +1,500 | New | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 1,500 | 7 | 0.0% | — | 415 | +1,345 | 867.74% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,500 | 7 | 0.0% | 0.0% | 413 | +667 | 80.07% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,500 | 7 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,574 | 7 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,213 | 6 | 0.0% | 0.0% | 416 | +18 | 1.51% | Q4 2025 | Jan 30, 2026 |
| North Star Investment Management Corp. | History | No change | 1,350 | 6 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Eukles Asset Management | History | Reduced | 1,000 | 5 | 0.0% | 0.0% | 418 | -1,313 | -56.77% | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,024 | 5 | 0.0% | — | 420 | +1,024 | New | Q4 2025 | Feb 18, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,000 | 5 | 0.0% | 0.0% | 419 | -1,000 | -50.0% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 807 | 4 | 0.0% | 0.01% | 421 | -13,500 | -94.36% | Q4 2025 | Jan 26, 2026 |
| Activest Wealth Management | History | New | 963 | 4 | 0.0% | — | 423 | +963 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | Reduced | 858 | 4 | 0.0% | 0.0% | 422 | -259 | -23.19% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 747 | 3 | 0.0% | 0.0% | 424 | -6,511 | -89.71% | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 737 | 3 | 0.0% | — | 429 | +737 | New | Q4 2025 | Jan 09, 2026 |
| SWAN Capital LLC | History | Added to | 642 | 3 | 0.0% | — | 428 | +601 | 1465.85% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 799 | 3 | 0.0% | 0.0% | 426 | -40 | -4.77% | Q4 2025 | Feb 24, 2026 |
| Financial Avengers, Inc. | History | Added to | 680 | 3 | 0.0% | 0.0% | 425 | +10 | 1.49% | Q4 2025 | Mar 03, 2026 |
| Red Tortoise LLC | History | No change | 739 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | No change | 671 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 511 | 2 | 0.0% | 0.01% | 435 | -157,580 | -99.68% | Q4 2025 | Feb 13, 2026 |
| Elyxium Wealth, LLC | History | New | 582 | 2 | 0.0% | — | 441 | +582 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 519 | 2 | 0.0% | — | 433 | +519 | New | Q4 2025 | Feb 10, 2026 |
| Stone House Investment Management, LLC | History | Added to | 575 | 2 | 0.0% | — | 436 | +473 | 463.73% | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 494 | 2 | 0.0% | 0.0% | 434 | +69 | 16.24% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 432 | 2 | 0.0% | 0.0% | 438 | +6 | 1.41% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | No change | 405 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| First Command Advisory Services, Inc. | History | No change | 500 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 454 | 2 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 494 | 2 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 310 | 1 | 0.0% | — | 451 | +310 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | New | 250 | 1 | 0.0% | — | 452 | +250 | New | Q4 2025 | Jan 15, 2026 |
| Advocate Investing Services LLC | History | New | 200 | 1 | 0.0% | — | 455 | +200 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 337 | 1 | 0.0% | 0.0% | 446 | +16 | 4.98% | Q4 2025 | Jan 23, 2026 |
| PFS Partners, LLC | History | Added to | 272 | 1 | 0.0% | 0.0% | 453 | +4 | 1.49% | Q4 2025 | Jan 16, 2026 |
| HM PAYSON & CO | History | No change | 200 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 396,500 | 1 | 0.0% | 0.01% | 444 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 260 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 204 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Front Row Advisors LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 278 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 219 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sachetta, LLC | History | No change | 328 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -998,410 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -969,157 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -802,397 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -452,458 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -434,732 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Soviero Asset Management, LP | History | Closed out | 0 | 0 | — | 1.0% | — | -380,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -349,018 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -192,544 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -161,870 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ZAZOVE ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Palogic Value Management, L.P. | History | Closed out | 0 | 0 | — | 0.31% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -76,428 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -65,060 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,199 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,936 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -49,487 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -41,981 | -100.0% | Q3 2025 | Oct 23, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -38,085 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,671 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Hazelview Securities Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -21,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,527 | -100.0% | Q3 2025 | Oct 29, 2025 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,512 | -100.0% | Q3 2025 | Nov 10, 2025 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,180 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -17,144 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,836 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,530 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kendall Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -14,925 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,200 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Carnegie Lake Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,500 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,275 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,875 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,697 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,392 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RS CRUM INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| ST GERMAIN D J CO INC | History | Reduced | 197 | 0 | — | 0.0% | — | -1,400 | -87.66% | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,350 | -100.0% | Q3 2025 | Oct 29, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -984 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Truvestments Capital LLC | History | Reduced | 111 | 0 | — | 0.0% | — | -800 | -87.82% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MTM Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rosenberg Matthew Hamilton | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Turning Point Benefit Group, Inc. | History | New | 176 | 0 | — | — | — | +176 | New | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | New | 134 | 0 | — | — | — | +134 | New | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | — | — | -133 | -100.0% | Q3 2025 | Nov 13, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -128 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cornerstone Financial Management LLC | History | New | 117 | 0 | — | — | — | +117 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 99 | 0 | — | — | — | +99 | New | Q4 2025 | Feb 06, 2026 |
| Whipplewood Advisors, LLC | History | New | 95 | 0 | — | — | — | +95 | New | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 93 | 0 | — | — | — | +93 | New | Q4 2025 | Feb 12, 2026 |
| Cromwell Holdings LLC | History | New | 86 | 0 | — | — | — | +86 | New | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Feb 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 35 | 0 | — | — | — | +24 | 218.18% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 23, 2026 |
| Caitlin John, LLC | History | Added to | 131 | 0 | — | — | — | +2 | 1.55% | Q4 2025 | Feb 18, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 45 | 0 | — | — | — | +1 | 2.27% | Q4 2025 | Jan 20, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| POM Investment Strategies, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Key FInancial Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WFA of San Diego, LLC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Abound Wealth Management | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 151 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | No change | 167 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clark Wealth Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |