Matador Resources Co - MTDR
Detailed investor-level table based on 13F positions.
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 | 14,761,769 | 626,489 | 0.01% | 0.01% | 1 | -19,119 | -0.13% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 10,801,224 | 458,403 | 0.01% | 0.01% | 2 | +321,140 | 3.06% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,670,265 | 283,089 | 0.06% | 0.06% | 3 | +258,745 | 4.04% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 4,617,864 | 195,982 | 0.01% | 0.01% | 4 | +86,344 | 1.91% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 3,842,011 | 163,055 | 0.36% | 0.35% | 5 | +309,708 | 8.77% | Q4 2025 | Feb 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 3,406,182 | 144,558 | 0.03% | 0.02% | 6 | +1,342,145 | 65.03% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 3,365,997 | 142,852 | 0.22% | 0.21% | 7 | +385,000 | 12.92% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,578,774 | 109,443 | 0.03% | 0.04% | 8 | +62,696 | 2.49% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,351,669 | 99,804 | 0.01% | 0.01% | 9 | -497,176 | -17.45% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,236,457 | 94,941 | 0.01% | 0.01% | 10 | +18,729 | 0.84% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,814,467 | 77,006 | 0.04% | 0.02% | 11 | +913,910 | 101.48% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 1,777,883 | 75,453 | 0.06% | 0.06% | 12 | +5,529 | 0.31% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,697,638 | 72,047 | 0.01% | 0.01% | 13 | -99,168 | -5.52% | Q4 2025 | Mar 25, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,571,528 | 66,696 | 0.58% | 0.62% | 14 | +5,178 | 0.33% | Q4 2025 | Feb 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,519,720 | 64,497 | 0.44% | 0.61% | 15 | -543,398 | -26.34% | Q4 2025 | Feb 17, 2026 |
| BECK MACK & OLIVER LLC | History | Added to | 1,432,324 | 60,787 | 1.1% | 1.15% | 16 | +28,251 | 2.01% | Q4 2025 | Feb 12, 2026 |
| Copeland Capital Management, LLC | History | Added to | 1,426,505 | 60,540 | 1.35% | 1.12% | 17 | +233,423 | 19.56% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,357,127 | 57,596 | 0.1% | 0.1% | 18 | +461 | 0.03% | Q4 2025 | Feb 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,348,162 | 57,216 | 0.04% | 0.1% | 19 | -2,339,416 | -63.44% | Q4 2025 | Feb 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,307,918 | 55,508 | 0.02% | 0.02% | 20 | +450,618 | 52.56% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,270,011 | 53,899 | 0.02% | 0.02% | 21 | +62,656 | 5.19% | Q4 2025 | Jan 22, 2026 |
| Encompass Capital Advisors LLC | History | New | 1,254,678 | 53,248 | 2.17% | — | 22 | +1,254,678 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,223,662 | 51,932 | 0.01% | 0.01% | 23 | -115,181 | -8.6% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,199,685 | 50,914 | 0.03% | 0.05% | 24 | -746,085 | -38.34% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,177,386 | 49,968 | 0.0% | 0.0% | 25 | +223,685 | 23.45% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,159,841 | 49,223 | 0.01% | 0.01% | 26 | +67,286 | 6.16% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,117,938 | 47,445 | 0.02% | 0.04% | 27 | -290,860 | -20.65% | Q4 2025 | Feb 17, 2026 |
| Sagefield Capital LP | History | Added to | 1,117,288 | 47,417 | 4.02% | 5.12% | 28 | +98,454 | 9.66% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 1,096,095 | 46,518 | 0.45% | 0.45% | 29 | -4,710 | -0.43% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,054,232 | 44,742 | 0.08% | 0.09% | 30 | +21,630 | 2.09% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,006,193 | 42,703 | 0.06% | — | 31 | +1,006,193 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 992,555 | 42,124 | 0.01% | 0.01% | 32 | -7,464 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 939,643 | 39,878 | 0.01% | 0.01% | 33 | +108,153 | 13.01% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 838,124 | 35,569 | 0.01% | 0.01% | 34 | -110,457 | -11.64% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 784,607 | 33,298 | 0.02% | 0.02% | 35 | +161,693 | 25.96% | Q4 2025 | Feb 13, 2026 |
| VALUE HOLDINGS MANAGEMENT CO. LLC | History | Added to | 768,308 | 32,607 | 5.46% | 4.99% | 36 | +75,300 | 10.87% | Q4 2025 | Jan 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 759,709 | 32,242 | 0.34% | 0.29% | 37 | +33,713 | 4.64% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 750,016 | 31,830 | 0.0% | 0.01% | 38 | -263,225 | -25.98% | Q4 2025 | Feb 17, 2026 |
| Boston Trust Walden Corp | History | Reduced | 748,366 | 31,760 | 0.24% | 0.37% | 39 | -386,799 | -34.07% | Q4 2025 | Jan 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 746,672 | 31,688 | 0.43% | 0.44% | 40 | +15,100 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Yaupon Capital Management LP | History | Reduced | 726,504 | 30,832 | 1.11% | 1.84% | 41 | -344,301 | -32.15% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 691,249 | 29,336 | 0.01% | 0.01% | 42 | +12,728 | 1.88% | Q4 2025 | Feb 09, 2026 |
| WASATCH ADVISORS LP | History | New | 665,561 | 28,246 | 0.17% | — | 43 | +665,561 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 646,496 | 27,437 | 0.0% | 0.01% | 44 | -100,271 | -13.43% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 605,449 | 25,695 | 0.0% | 0.0% | 45 | -100,139 | -14.19% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 594,849 | 25,245 | 0.0% | 0.0% | 46 | +187,178 | 45.91% | Q4 2025 | Feb 19, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 552,856 | 23,463 | 0.03% | 0.0% | 47 | +531,551 | 2494.96% | Q4 2025 | Feb 17, 2026 |
| Hodges Capital Management Inc. | History | Added to | 546,214 | 23,181 | 1.99% | 2.08% | 48 | +4,356 | 0.8% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 529,045 | 22,452 | 0.0% | 0.0% | 49 | -861,225 | -61.95% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 515,441 | 21,875 | 0.02% | 0.01% | 50 | +344,134 | 200.89% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 454,311 | 19,279 | 0.0% | — | 51 | +454,311 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 444,268 | 18,856 | 0.0% | 0.0% | 52 | -369,023 | -45.37% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 422,633 | 17,937 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 416,308 | 17,668 | 0.05% | 0.05% | 54 | -43,598 | -9.48% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Reduced | 390,737 | 16,582 | 0.03% | 0.03% | 55 | -18,861 | -4.6% | Q4 2025 | Feb 05, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 383,007 | 16,254 | 0.24% | 0.25% | 56 | -10,225 | -2.6% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 355,566 | 15,090 | 0.01% | 0.01% | 57 | +26,466 | 8.04% | Q4 2025 | Feb 17, 2026 |
| Goehring & Rozencwajg Associates, LLC | History | Added to | 344,138 | 14,605 | 1.45% | 1.56% | 58 | +55,926 | 19.4% | Q4 2025 | Feb 13, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 343,650 | 14,584 | 0.44% | 0.36% | 59 | -700 | -0.2% | Q4 2025 | Feb 13, 2026 |
| Lummis Asset Management, LP | History | Reduced | 336,232 | 14,269 | 8.78% | 9.93% | 60 | -225 | -0.07% | Q4 2025 | Feb 10, 2026 |
| Retirement Systems of Alabama | History | Reduced | 325,095 | 13,797 | 0.04% | 0.05% | 61 | -1,294 | -0.4% | Q4 2025 | Jan 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 316,915 | 13,449 | 0.14% | 0.13% | 62 | +19,363 | 6.51% | Q4 2025 | Feb 09, 2026 |
| South Dakota Investment Council | History | Added to | 315,830 | 13,404 | 0.26% | 0.26% | 63 | +22,269 | 7.59% | Q4 2025 | Feb 12, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 313,922 | 13,322 | 0.86% | 1.17% | 64 | -104,454 | -24.97% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 310,039 | 13,158 | 0.01% | 0.01% | 65 | +4,717 | 1.54% | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 305,393 | 12,960 | 0.11% | 0.07% | 66 | -72,520 | -19.19% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 299,660 | 12,717 | 0.0% | 0.0% | 67 | -9,779 | -3.16% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 258,979 | 10,991 | 0.05% | 0.06% | 68 | -4,202 | -1.6% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 257,010 | 10,912 | 0.0% | 0.0% | 69 | -56,002 | -17.89% | Q4 2025 | Feb 17, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 253,900 | 10,775 | 0.39% | 0.44% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corigliano Investment Advisers, LLC | History | Reduced | 252,400 | 10,711 | 3.8% | 3.92% | 71 | -18,300 | -6.76% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 251,225 | 10,661 | 0.01% | 0.01% | 72 | -8,706 | -3.35% | Q4 2025 | Feb 02, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | New | 245,280 | 10,409 | 0.55% | — | 73 | +245,280 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 240,849 | 10,221 | 0.02% | 0.02% | 74 | +8,181 | 3.52% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 236,154 | 10,022 | 0.04% | — | 75 | +236,154 | New | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 235,144 | 9,979 | 0.09% | 0.03% | 76 | +163,910 | 230.1% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 233,212 | 9,897 | 0.02% | 0.01% | 78 | +35,366 | 17.88% | Q4 2025 | Jan 28, 2026 |
| Swiss National Bank | History | Added to | 233,202 | 9,897 | 0.01% | 0.01% | 77 | +2,600 | 1.13% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 228,824 | 9,711 | 0.03% | — | 79 | +228,824 | New | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | No change | 221,000 | 9,379 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 219,451 | 9,313 | 0.01% | 0.01% | 81 | +53,476 | 32.22% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 217,575 | 9,233 | 0.0% | 0.01% | 82 | -147,548 | -40.41% | Q4 2025 | Feb 18, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 217,194 | 9,217 | 0.01% | 0.01% | 83 | -3,406 | -1.54% | Q4 2025 | Feb 12, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 210,179 | 8,919 | 0.48% | 0.41% | 84 | +39,391 | 23.06% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 207,584 | 8,810 | 0.01% | 0.02% | 85 | -36,959 | -15.11% | Q4 2025 | Feb 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 205,587 | 8,725 | 0.13% | 0.02% | 86 | +175,722 | 588.39% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 199,000 | 8,445 | 0.0% | 0.0% | 87 | +71,600 | 56.2% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 198,586 | 8,427 | 0.0% | 0.0% | 88 | -19,890 | -9.1% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 191,621 | 8,131 | 0.01% | 0.01% | 89 | +822 | 0.43% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 189,648 | 8,048 | 0.0% | 0.0% | 90 | -4,527 | -2.33% | Q4 2025 | Feb 13, 2026 |
| Dockside LLC | History | New | 188,726 | 8,009 | 2.06% | — | 91 | +188,726 | New | Q4 2025 | Feb 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 187,021 | 7,937 | 0.29% | 0.32% | 92 | -18,651 | -9.07% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 179,843 | 7,633 | 0.02% | 0.03% | 93 | -3,817 | -2.08% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 175,870 | 7,463 | 0.02% | — | 94 | +175,870 | New | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 161,727 | 6,863 | 0.0% | 0.0% | 95 | -21,921 | -11.94% | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | Reduced | 156,392 | 6,637 | 0.03% | 0.04% | 96 | -53,147 | -25.36% | Q4 2025 | Feb 13, 2026 |
| Oxbow Advisors, LLC | History | Added to | 152,590 | 6,475 | 0.57% | 0.6% | 97 | +9,391 | 6.56% | Q4 2025 | Feb 04, 2026 |
| IMC-Chicago, LLC | History | Added to | 136,800 | 5,805 | 0.0% | 0.0% | 98 | +34,398 | 33.59% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 133,201 | 5,654 | 0.01% | 0.01% | 99 | -4,953 | -3.59% | Q4 2025 | Feb 17, 2026 |
| Aventail Capital Group, LP | History | Reduced | 123,629 | 5,246 | 0.3% | 0.42% | 100 | -75,628 | -37.96% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 121,160 | 5,142 | 0.01% | 0.01% | 101 | -2,372 | -1.92% | Q4 2025 | Jan 30, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 112,680 | 4,782 | 0.06% | 0.07% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 112,547 | 4,776 | 0.0% | 0.0% | 103 | +12,373 | 12.35% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 111,817 | 4,745 | 0.0% | 0.01% | 104 | -162 | -0.14% | Q4 2025 | Feb 17, 2026 |
| WINMILL & CO. INC | History | Reduced | 110,000 | 4,668 | 1.25% | 1.38% | 105 | -16,500 | -13.04% | Q4 2025 | Feb 13, 2026 |
| Dash Acquisitions Inc. | History | No change | 98,242 | 4,613 | 0.96% | 0.77% | 106 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| F/m Investments LLC | History | Reduced | 101,709 | 4,316 | 0.16% | 0.18% | 107 | -3,419 | -3.25% | Q4 2025 | Feb 03, 2026 |
| Curi Capital, LLC | History | Reduced | 101,333 | 4,300 | 0.07% | 0.08% | 108 | -421 | -0.41% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 100,859 | 4,280 | 0.01% | 0.01% | 109 | +10,559 | 11.69% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 100,310 | 4,257 | 0.01% | 0.0% | 110 | +77,619 | 342.07% | Q4 2025 | Jan 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 96,678 | 4,103 | 0.01% | 0.0% | 111 | +87,876 | 998.36% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 88,837 | 3,770 | 0.0% | 0.0% | 112 | +35,779 | 67.43% | Q4 2025 | Feb 17, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 88,130 | 3,740 | 0.25% | 0.28% | 113 | -4,773 | -5.14% | Q4 2025 | Jan 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 86,302 | 3,662 | 0.0% | — | 114 | +86,302 | New | Q4 2025 | Feb 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 84,935 | 3,604 | 0.07% | 0.08% | 115 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Jefferies Financial Group Inc. | History | New | 79,690 | 3,382 | 0.02% | — | 116 | +79,690 | New | Q4 2025 | Feb 09, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 78,035 | 3,311 | 0.06% | 0.05% | 117 | +15,859 | 25.51% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Reduced | 76,921 | 3,264 | 0.0% | 0.0% | 118 | -21,062 | -21.5% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 67,676 | 2,872 | 0.01% | 0.01% | 119 | -784 | -1.15% | Q4 2025 | Jan 29, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 67,246 | 2,853 | 0.21% | 0.15% | 120 | +24,689 | 58.01% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 66,316 | 2,813 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 65,379 | 2,775 | 0.02% | 0.02% | 122 | -6,571 | -9.13% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 64,794 | 2,749 | 0.03% | 0.04% | 123 | +8,973 | 16.07% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 63,858 | 2,710 | 0.04% | 0.04% | 124 | -3,553 | -5.27% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 62,368 | 2,704 | 0.0% | 0.01% | 125 | -62,402 | -50.01% | Q4 2025 | Jan 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 63,710 | 2,703 | 0.02% | 0.02% | 126 | +1,706 | 2.75% | Q4 2025 | Jan 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 62,500 | 2,652 | 0.0% | 0.0% | 127 | -4,700 | -6.99% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Added to | 60,717 | 2,576 | 0.01% | 0.01% | 128 | +28,905 | 90.86% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 59,800 | 2,537 | 0.01% | — | 129 | +59,800 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 57,110 | 2,423 | 0.0% | 0.0% | 130 | +20,754 | 57.09% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 56,965 | 2,417 | 0.0% | 0.0% | 131 | -1,193 | -2.05% | Q4 2025 | Feb 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 55,962 | 2,375 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Weiss Asset Management LP | History | New | 55,630 | 2,360 | 0.03% | — | 133 | +55,630 | New | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 55,290 | 2,346 | 0.04% | 0.05% | 134 | -4,860 | -8.08% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 54,800 | 2,326 | 0.02% | 0.02% | 135 | +1,386 | 2.59% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,580 | 2,273 | 0.01% | 0.01% | 136 | +2,123 | 4.13% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 49,709 | 2,248 | 0.01% | 0.01% | 137 | -2,129 | -4.11% | Q4 2025 | Feb 18, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 52,402 | 2,223 | 0.01% | 0.01% | 138 | +6,501 | 14.16% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 37,372 | 2,216 | 0.0% | 0.0% | 139 | -2,521 | -6.32% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 52,102 | 2,210 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peterson Wealth Services | History | Added to | 51,356 | 2,179 | 0.56% | 0.67% | 141 | +39,516 | 333.75% | Q4 2025 | Feb 12, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | No change | 50,827 | 2,157 | 1.09% | 1.12% | 142 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 50,503 | 2,143 | 0.02% | 0.02% | 143 | -2,407 | -4.55% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 50,407 | 2,139 | 0.0% | 0.01% | 144 | -26,414 | -34.38% | Q4 2025 | Feb 17, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 50,318 | 2,135 | 0.23% | 0.27% | 145 | -3,880 | -7.16% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 50,267 | 2,133 | 0.01% | 0.01% | 146 | +52 | 0.1% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Reduced | 49,674 | 2,108 | 0.0% | 0.0% | 147 | -98,924 | -66.57% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 48,616 | 2,063 | 0.02% | 0.03% | 148 | -5,430 | -10.05% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 47,771 | 2,027 | 0.0% | 0.0% | 149 | -8,900 | -15.7% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 47,233 | 2,004 | 0.0% | 0.0% | 150 | +19,433 | 69.9% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 46,611 | 1,978 | 0.0% | 0.0% | 151 | -11,705 | -20.07% | Q4 2025 | Feb 12, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 46,465 | 1,971 | 0.41% | 0.42% | 152 | -5,270 | -10.19% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,703 | 1,939 | 0.0% | 0.01% | 153 | +2,164 | 4.97% | Q4 2025 | Feb 17, 2026 |
| EQUITABLE TRUST CO | History | Added to | 43,411 | 1,842 | 0.08% | 0.08% | 154 | +3,386 | 8.46% | Q4 2025 | Feb 02, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 43,329 | 1,838 | 0.09% | — | 155 | +43,329 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 43,134 | 1,830 | 0.0% | 0.0% | 156 | +11,150 | 34.86% | Q4 2025 | Feb 12, 2026 |
| SummitTX Capital, L.P. | History | Added to | 41,927 | 1,779 | 0.05% | 0.03% | 157 | +24,947 | 146.92% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 41,158 | 1,746 | 0.0% | 0.01% | 158 | -37,793 | -47.87% | Q4 2025 | Feb 11, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 39,196 | 1,663 | 0.25% | 0.28% | 159 | -1,907 | -4.64% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 38,337 | 1,627 | 0.02% | 0.02% | 160 | +10,666 | 38.55% | Q4 2025 | Feb 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 38,019 | 1,613 | 0.09% | — | 161 | +38,019 | New | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,337 | 1,603 | 0.02% | 0.02% | 162 | -873 | -2.28% | Q4 2025 | Jan 21, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 37,113 | 1,575 | 0.0% | 0.0% | 163 | +5,103 | 15.94% | Q4 2025 | Jan 30, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 37,000 | 1,570 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | Added to | 36,319 | 1,541 | 0.02% | 0.0% | 165 | +29,745 | 452.46% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | No change | 35,994 | 1,527 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 35,642 | 1,512 | 0.03% | 0.01% | 167 | -15,420 | -30.2% | Q4 2025 | Feb 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 35,284 | 1,497 | 0.0% | 0.0% | 168 | +1,551 | 4.6% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 35,149 | 1,491 | 0.0% | 0.01% | 169 | -4,086 | -10.41% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 35,011 | 1,485 | 0.01% | 0.01% | 170 | +150 | 0.43% | Q4 2025 | Feb 04, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 34,584 | 1,467 | 0.03% | 0.03% | 171 | +2,999 | 9.5% | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 34,143 | 1,449 | 0.01% | 0.01% | 172 | -7,904 | -18.8% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 33,923 | 1,439 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 33,847 | 1,436 | 0.09% | 0.15% | 174 | -17,483 | -34.06% | Q4 2025 | Jan 23, 2026 |
| CORDA Investment Management, LLC. | History | No change | 32,771 | 1,390 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arizona State Retirement System | History | Reduced | 32,667 | 1,386 | 0.01% | 0.01% | 176 | -2,529 | -7.19% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 32,635 | 1,385 | 0.01% | — | 177 | +32,635 | New | Q4 2025 | Feb 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 32,300 | 1,370 | 0.02% | 0.02% | 178 | -300 | -0.92% | Q4 2025 | Jan 16, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 32,074 | 1,361 | 0.06% | 0.07% | 179 | -7,493 | -18.94% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 30,878 | 1,310 | 0.03% | 0.07% | 180 | -37,909 | -55.11% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 30,836 | 1,309 | 0.1% | 0.04% | 181 | +20,011 | 184.86% | Q4 2025 | Jan 20, 2026 |
| PENN DAVIS MCFARLAND INC | History | No change | 30,000 | 1,273 | 0.12% | 0.14% | 182 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | Reduced | 29,223 | 1,240 | 0.0% | 0.0% | 183 | -37,295 | -56.07% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 29,232 | 1,240 | 0.01% | 0.01% | 184 | -802 | -2.67% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,859 | 1,224 | 0.0% | 0.0% | 185 | -7,939 | -21.57% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 28,400 | 1,205 | 0.0% | — | 186 | +28,400 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 27,600 | 1,171 | 0.01% | 0.01% | 187 | -300 | -1.08% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | Added to | 27,375 | 1,161 | 0.0% | 0.0% | 188 | +735 | 2.76% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 26,728 | 1,134 | 0.06% | 0.05% | 189 | +7,035 | 35.72% | Q4 2025 | Jan 23, 2026 |
| Burford Brothers, Inc. | History | Reduced | 26,573 | 1,127 | 0.47% | 0.51% | 190 | -110 | -0.41% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 26,192 | 1,111 | 0.0% | 0.01% | 191 | -26,808 | -50.58% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 26,135 | 1,109 | 0.01% | 0.02% | 192 | +51 | 0.2% | Q4 2025 | Feb 05, 2026 |
| AXQ CAPITAL, LP | History | Added to | 25,483 | 1,081 | 0.24% | 0.42% | 193 | +815 | 3.3% | Q4 2025 | Feb 10, 2026 |
| Hartree Partners, LP | History | Reduced | 25,293 | 1,073 | 0.39% | 0.69% | 194 | -19,677 | -43.76% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 25,300 | 1,073 | 0.0% | 0.0% | 195 | +600 | 2.43% | Q4 2025 | Jan 28, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 25,147 | 1,067 | 0.25% | 0.2% | 196 | +4,837 | 23.82% | Q4 2025 | Jan 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 24,745 | 1,050 | 0.03% | 0.1% | 197 | -52,612 | -68.01% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 23,492 | 996 | 0.0% | 0.0% | 198 | +2,072 | 9.67% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 23,338 | 990 | 0.01% | 0.01% | 199 | -200 | -0.85% | Q4 2025 | Feb 04, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 22,936 | 973 | 0.4% | 0.34% | 200 | +5,146 | 28.93% | Q4 2025 | Jan 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 22,900 | 972 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 13,288 | 957 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 22,441 | 952 | 0.12% | 0.13% | 203 | +812 | 3.75% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 21,408 | 908 | 0.03% | 0.03% | 204 | -529 | -2.41% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 21,282 | 900 | 0.0% | 0.0% | 205 | -17,333 | -44.89% | Q4 2025 | Mar 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 21,109 | 895 | 0.0% | 0.0% | 206 | -4,764 | -18.41% | Q4 2025 | Feb 18, 2026 |
| Penserra Capital Management LLC | History | Added to | 20,318 | 862 | 0.01% | 0.01% | 207 | +2,168 | 11.94% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 20,128 | 854 | 0.01% | 0.01% | 208 | -3,341 | -14.24% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 19,935 | 846 | 0.01% | 0.01% | 209 | +4,446 | 28.7% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,839 | 841 | 0.0% | 0.0% | 210 | +2,970 | 17.61% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 19,800 | 840 | 0.0% | 3.71% | 211 | +2,000 | 11.24% | Q4 2025 | Feb 17, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 19,589 | 830 | 0.01% | 0.01% | 212 | +2,861 | 17.1% | Q4 2025 | Feb 11, 2026 |
| Carlson Capital, L.P. | History | New | 19,500 | 827 | 0.29% | — | 213 | +19,500 | New | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 19,293 | 818 | 0.01% | 0.01% | 214 | -4,650 | -19.42% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,715 | 812 | 0.0% | 0.0% | 215 | -10,317 | -34.35% | Q4 2025 | Jan 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 18,479 | 784 | 0.0% | 0.0% | 216 | +1,218 | 7.06% | Q4 2025 | Jan 29, 2026 |
| Odyssean, LLC | History | New | 18,293 | 776 | 0.56% | — | 217 | +18,293 | New | Q4 2025 | Feb 17, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 18,081 | 767 | 0.06% | 0.06% | 218 | +2,592 | 16.73% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,969 | 762 | 0.0% | 0.0% | 219 | -129 | -0.71% | Q4 2025 | Feb 18, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 17,310 | 734 | 0.02% | 0.01% | 220 | +6,929 | 66.75% | Q4 2025 | Feb 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 16,202 | 687 | 0.01% | 0.01% | 221 | +3,217 | 24.77% | Q4 2025 | Feb 12, 2026 |
| FORA Capital, LLC | History | New | 16,028 | 680 | 0.08% | — | 222 | +16,028 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,940 | 634 | 0.0% | 0.0% | 223 | -10,603 | -41.51% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 14,371 | 609 | 0.0% | 0.0% | 224 | +5,870 | 69.05% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,287 | 606 | 0.0% | 0.0% | 225 | -1,765 | -11.0% | Q4 2025 | Feb 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 14,208 | 602 | 0.0% | 0.0% | 226 | +3,000 | 26.77% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | New | 14,165 | 601 | 0.0% | — | 227 | +14,165 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,176 | 601 | 0.0% | 0.01% | 228 | -7,211 | -33.72% | Q4 2025 | Feb 03, 2026 |
| Unison Advisors LLC | History | Added to | 14,051 | 596 | 0.05% | 0.06% | 229 | +100 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 13,969 | 592 | 0.0% | 0.0% | 230 | -8,060 | -36.59% | Q4 2025 | Feb 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,939 | 591 | 0.0% | 0.01% | 231 | -3,063 | -18.02% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,514 | 573 | 0.0% | 0.0% | 233 | -29,482 | -68.57% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,516 | 573 | 0.0% | 0.0% | 232 | -403 | -2.9% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 13,092 | 556 | 0.0% | 0.0% | 234 | -15,032 | -53.45% | Q4 2025 | Jan 26, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 13,050 | 553 | 0.05% | — | 235 | +13,050 | New | Q4 2025 | Jan 30, 2026 |
| Legacy Wealth Management, LLC / MS | History | Reduced | 13,035 | 553 | 0.15% | 0.25% | 236 | -5,320 | -28.98% | Q4 2025 | Jan 05, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 12,990 | 551 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Vestcor Inc | History | No change | 12,783 | 543 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 12,277 | 521 | 0.0% | 0.0% | 239 | -665 | -5.14% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 12,283 | 521 | 0.01% | 0.02% | 240 | -130 | -1.05% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 12,127 | 514 | 0.04% | 0.06% | 241 | -3,849 | -24.09% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 12,077 | 512 | 0.01% | 0.01% | 242 | +596 | 5.19% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Added to | 11,811 | 501 | 0.02% | 0.02% | 243 | +71 | 0.6% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,623 | 493 | 0.01% | 0.01% | 244 | -1,035 | -8.18% | Q4 2025 | Jan 23, 2026 |
| iSAM Funds (UK) Ltd | History | New | 11,610 | 492 | 0.18% | — | 245 | +11,610 | New | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 11,513 | 488 | 0.0% | 0.0% | 246 | +1,819 | 18.76% | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 11,291 | 479 | 0.19% | 0.26% | 248 | -3,573 | -24.04% | Q4 2025 | Feb 03, 2026 |
| INTRUST BANK NA | History | Added to | 11,290 | 479 | 0.04% | 0.04% | 247 | +43 | 0.38% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 11,223 | 476 | 0.01% | 0.01% | 249 | -598 | -5.06% | Q4 2025 | Feb 13, 2026 |
| Havemeyer Place LP | History | New | 11,033 | 468 | 0.09% | — | 250 | +11,033 | New | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Reduced | 10,689 | 453 | 0.0% | 0.0% | 251 | -2,273 | -17.54% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,045 | 426 | 0.01% | 0.01% | 252 | +420 | 4.36% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,897 | 420 | 0.0% | 0.0% | 253 | -3,441 | -25.8% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,838 | 417 | 0.0% | 0.0% | 254 | -2,710 | -21.6% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 9,636 | 408 | 0.0% | 0.0% | 255 | -215 | -2.18% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,394 | 398 | 0.0% | 0.02% | 256 | -246,060 | -96.32% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 9,369 | 397 | 0.03% | 0.04% | 257 | +305 | 3.36% | Q4 2025 | Feb 06, 2026 |
| First Dallas Securities Inc. | History | Reduced | 9,260 | 393 | 0.15% | 0.2% | 258 | -2,692 | -22.52% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,138 | 387 | 0.0% | 0.0% | 259 | +254 | 2.86% | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 8,979 | 381 | 0.03% | 0.04% | 260 | -1,408 | -13.56% | Q4 2025 | Feb 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 8,806 | 373 | 0.06% | — | 261 | +8,806 | New | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,737 | 370 | 0.0% | 0.0% | 262 | +397 | 4.76% | Q4 2025 | Feb 13, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 8,741 | 370 | 0.02% | 0.02% | 263 | -77 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | Reduced | 8,702 | 369 | 0.0% | 0.0% | 264 | -969 | -10.02% | Q4 2025 | Feb 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,617 | 365 | 0.0% | 0.0% | 265 | -1,072 | -11.06% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,582 | 364 | 0.0% | 0.0% | 266 | +49 | 0.57% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 8,513 | 361 | 0.01% | 0.01% | 267 | -251 | -2.86% | Q4 2025 | Feb 04, 2026 |
| Hills Bank & Trust Co | History | Added to | 8,519 | 361 | 0.02% | 0.02% | 268 | +19 | 0.22% | Q4 2025 | Feb 05, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 8,350 | 354 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 8,233 | 349 | 0.02% | 0.02% | 270 | +278 | 3.49% | Q4 2025 | Jan 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 8,128 | 344 | 0.0% | 0.0% | 271 | -1,588 | -16.34% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,108 | 344 | 0.0% | 0.01% | 272 | +1,543 | 23.5% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | New | 8,008 | 339 | 0.01% | — | 274 | +8,008 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 8,004 | 339 | 0.0% | 0.01% | 273 | -466 | -5.5% | Q4 2025 | Feb 03, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 7,673 | 325 | 0.0% | 0.0% | 275 | -16,730 | -68.56% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,495 | 318 | 0.0% | 0.0% | 276 | -4,780 | -38.94% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 7,314 | 310 | 0.12% | 0.13% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREENLEAF TRUST | History | Added to | 7,224 | 306 | 0.0% | 0.0% | 278 | +1,468 | 25.5% | Q4 2025 | Jan 21, 2026 |
| Smith Group Asset Management, LLC | History | Added to | 7,056 | 299 | 0.02% | 0.02% | 279 | +38 | 0.54% | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | New | 6,989 | 294 | 0.01% | — | 280 | +6,989 | New | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 6,893 | 292 | 0.01% | 0.01% | 281 | +1,400 | 25.49% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 6,846 | 290 | 0.05% | 0.05% | 283 | +1,114 | 19.43% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,843 | 290 | 0.0% | 0.0% | 282 | -954 | -12.24% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 6,824 | 289 | 0.01% | — | 284 | +6,824 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 6,573 | 278 | 0.0% | 0.0% | 285 | +1,798 | 37.65% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,536 | 277 | 0.0% | 0.01% | 287 | -57,759 | -89.83% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,516 | 277 | 0.0% | 0.0% | 286 | -1,400 | -17.69% | Q4 2025 | Jan 05, 2026 |
| Sagewood Asset Management LP | History | New | 6,313 | 267 | 0.09% | — | 289 | +6,313 | New | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 6,300 | 267 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,210 | 263 | 0.01% | 0.01% | 290 | -3,615 | -36.79% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 6,209 | 263 | 0.01% | 0.01% | 291 | +1,181 | 23.49% | Q4 2025 | Feb 11, 2026 |
| Marex Group plc | History | New | 6,002 | 254 | 0.0% | — | 292 | +6,002 | New | Q4 2025 | Feb 12, 2026 |
| Argos Wealth Advisors, LLC | History | New | 5,966 | 253 | 0.07% | — | 293 | +5,966 | New | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 5,846 | 248 | 0.0% | 0.0% | 294 | -988 | -14.46% | Q4 2025 | Feb 09, 2026 |
| DRW Securities, LLC | History | New | 5,821 | 247 | 0.01% | — | 295 | +5,821 | New | Q4 2025 | Feb 12, 2026 |
| SFMG, LLC | History | Reduced | 5,794 | 245 | 0.02% | 0.02% | 296 | -1,000 | -14.72% | Q4 2025 | Feb 10, 2026 |
| Opus Capital Group, LLC | History | Added to | 5,736 | 243 | 0.03% | 0.03% | 297 | +25 | 0.44% | Q4 2025 | Jan 30, 2026 |
| American Trust | History | Reduced | 5,450 | 231 | 0.02% | 0.02% | 298 | -181 | -3.21% | Q4 2025 | Feb 17, 2026 |
| Verity Asset Management, Inc. | History | New | 5,432 | 230 | 0.1% | — | 299 | +5,432 | New | Q4 2025 | Jan 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,410 | 229 | 0.0% | — | 300 | +5,410 | New | Q4 2025 | Feb 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5,365 | 227 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 5,213 | 221 | 0.01% | 0.01% | 302 | -233 | -4.28% | Q4 2025 | Feb 09, 2026 |
| Bayforest Capital Ltd | History | Added to | 5,140 | 218 | 0.16% | 0.0% | 303 | +5,065 | 6753.33% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,120 | 217 | 0.0% | 0.0% | 304 | -10,430 | -67.07% | Q4 2025 | Jan 29, 2026 |
| MidFirst Bank | History | New | 5,043 | 214 | 0.02% | — | 305 | +5,043 | New | Q4 2025 | Feb 25, 2026 |
| New Republic Capital, LLC | History | Reduced | 4,998 | 212 | 0.06% | 0.23% | 308 | -11,598 | -69.88% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,001 | 212 | 0.0% | 0.0% | 306 | -2,680 | -34.89% | Q4 2025 | Feb 06, 2026 |
| Inscription Capital, LLC | History | No change | 5,000 | 212 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,908 | 208 | 0.02% | — | 309 | +4,908 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,844 | 205 | 0.0% | 0.0% | 310 | -254 | -4.98% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 4,737 | 202 | 0.0% | 0.0% | 311 | -96 | -1.99% | Q4 2025 | Jan 23, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 4,731 | 200 | 0.08% | 0.21% | 312 | -7,119 | -60.08% | Q4 2025 | Jan 30, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,713 | 200 | 0.04% | 0.04% | 313 | +38 | 0.81% | Q4 2025 | Jan 22, 2026 |
| EMC Capital Management | History | Reduced | 4,545 | 193 | 0.09% | 0.11% | 314 | -802 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Cetera Trust Company, N.A | History | Added to | 4,520 | 191 | 0.1% | 0.09% | 315 | +925 | 25.73% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 4,068 | 173 | 0.09% | 0.07% | 316 | +1,177 | 40.71% | Q4 2025 | Feb 06, 2026 |
| Virtus Investment Advisers, LLC | History | New | 3,878 | 164 | 0.04% | — | 317 | +3,878 | New | Q4 2025 | Feb 17, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 3,710 | 157 | 0.09% | — | 319 | +3,710 | New | Q4 2025 | Feb 02, 2026 |
| KBC Group NV | History | No change | 3,703 | 157 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,192 | 135 | 0.0% | 0.0% | 320 | +2,997 | 1536.92% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,027 | 128 | 0.0% | 0.02% | 321 | -7,347 | -70.82% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,869 | 121 | 0.0% | 0.0% | 322 | +1,843 | 179.63% | Q4 2025 | Mar 16, 2026 |
| STRS OHIO | History | Reduced | 2,797 | 118 | 0.0% | 0.01% | 323 | -54,095 | -95.08% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Reduced | 2,591 | 109 | 0.02% | 0.03% | 324 | -818 | -24.0% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 2,527 | 107 | 0.0% | 0.0% | 325 | +51 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,453 | 104 | 0.0% | 0.0% | 326 | +335 | 15.82% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,314 | 98 | 0.0% | 0.01% | 327 | -2,297 | -49.82% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,189 | 92 | 0.0% | 0.0% | 328 | +158 | 7.78% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,084 | 88 | 0.0% | 0.01% | 329 | -1,035 | -33.18% | Q4 2025 | Jan 05, 2026 |
| Leonteq Securities AG | History | Added to | 2,021 | 85 | 0.0% | 0.0% | 330 | +598 | 42.02% | Q4 2025 | Feb 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,864 | 79 | 0.0% | — | 332 | +1,864 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,853 | 79 | 0.0% | 0.01% | 331 | -20 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,854 | 78 | 0.0% | 0.02% | 334 | -37,567 | -95.3% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,843 | 78 | 0.0% | 0.0% | 333 | -90 | -4.66% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,799 | 76 | 0.0% | 0.0% | 336 | -1,285 | -41.67% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,812 | 76 | 0.0% | 0.0% | 335 | +86 | 4.98% | Q4 2025 | Feb 02, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | New | 1,573 | 66 | 0.02% | — | 338 | +1,573 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,561 | 66 | 0.0% | 0.0% | 337 | -154 | -8.98% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 1,549 | 65 | 0.0% | 0.0% | 339 | -146 | -8.61% | Q4 2025 | Feb 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 1,500 | 63 | 0.01% | 0.08% | 340 | -7,500 | -83.33% | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | Added to | 1,285 | 54 | 0.0% | 0.0% | 341 | +874 | 212.65% | Q4 2025 | Jan 29, 2026 |
| Torren Management, LLC | History | New | 1,260 | 53 | 0.03% | — | 344 | +1,260 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,250 | 53 | 0.0% | 0.0% | 343 | +685 | 121.24% | Q4 2025 | Jan 23, 2026 |
| MCF Advisors LLC | History | Reduced | 1,250 | 53 | 0.0% | 0.0% | 342 | -242 | -16.22% | Q4 2025 | Feb 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 1,170 | 49 | 0.02% | 0.19% | 346 | -7,176 | -85.98% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 1,157 | 49 | 0.0% | 0.01% | 345 | -2,228 | -65.82% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 1,126 | 47 | 0.0% | 0.0% | 347 | -13 | -1.14% | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,000 | 42 | 0.03% | — | 348 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 910 | 38 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 779 | 33 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 766 | 32 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 629 | 26 | 0.0% | 0.02% | 352 | -31,573 | -98.05% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 626 | 26 | 0.0% | 0.0% | 353 | -402 | -39.11% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 629 | 26 | 0.0% | 0.0% | 354 | -162 | -20.48% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | New | 605 | 25 | 0.0% | — | 355 | +605 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 592 | 25 | 0.0% | — | 356 | +592 | New | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 593 | 25 | 0.0% | 0.0% | 357 | +119 | 25.11% | Q4 2025 | Feb 09, 2026 |
| Altshuler Shaham Ltd | History | Added to | 547 | 23 | 0.0% | 0.0% | 358 | +87 | 18.91% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 534 | 23 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 583 | 22 | 0.0% | — | 360 | +583 | New | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 486 | 21 | 0.01% | 0.01% | 363 | +105 | 27.56% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 500 | 21 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WPG Advisers, LLC | History | Added to | 458 | 19 | 0.01% | 0.01% | 364 | +88 | 23.78% | Q4 2025 | Jan 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 400 | 16 | 0.0% | 0.0% | 366 | -143 | -26.34% | Q4 2025 | Jan 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 382 | 16 | 0.0% | 0.0% | 365 | -51 | -11.78% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Added to | 382 | 16 | 0.0% | 0.0% | 368 | +7 | 1.87% | Q4 2025 | Jan 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 400 | 16 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MASECO LLP | History | New | 354 | 15 | 0.0% | — | 370 | +354 | New | Q4 2025 | Jan 22, 2026 |
| Cornerstone Planning Group LLC | History | No change | 355 | 15 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 336 | 14 | 0.0% | — | 371 | +336 | New | Q4 2025 | Feb 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 307 | 13 | 0.0% | — | 372 | +307 | New | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 300 | 12 | 0.01% | 0.03% | 375 | -908 | -75.17% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | Reduced | 299 | 12 | 0.0% | 0.0% | 373 | -20 | -6.27% | Q4 2025 | Jan 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 297 | 12 | 0.0% | 0.0% | 374 | +16 | 5.69% | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | New | 275 | 11 | 0.0% | — | 376 | +275 | New | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 221 | 9 | 0.0% | 0.0% | 377 | -442 | -66.67% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 231 | 9 | 0.0% | 0.0% | 378 | +50 | 27.62% | Q4 2025 | Jan 26, 2026 |
| Caitlin John, LLC | History | Added to | 232 | 9 | 0.01% | 0.01% | 379 | +2 | 0.87% | Q4 2025 | Feb 18, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 197 | 8 | 0.0% | 0.0% | 380 | -83 | -29.64% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 197 | 8 | 0.0% | 0.0% | 381 | +30 | 17.96% | Q4 2025 | Feb 10, 2026 |
| Richardson Capital Management LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 124 | 5 | 0.0% | 0.0% | 383 | -169 | -57.68% | Q4 2025 | Jan 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 128 | 5 | 0.0% | — | 385 | +128 | New | Q4 2025 | Jan 09, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 132 | 5 | 0.0% | 0.0% | 384 | -27 | -16.98% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | Reduced | 101 | 4 | 0.0% | 0.0% | 388 | -215 | -68.04% | Q4 2025 | Feb 06, 2026 |
| Basepoint Wealth LLC | History | New | 109 | 4 | 0.0% | — | 391 | +109 | New | Q4 2025 | Feb 10, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 95 | 4 | 0.0% | — | 387 | +95 | New | Q4 2025 | Jan 20, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 101 | 4 | 0.0% | 0.0% | 389 | -7 | -6.48% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 104 | 4 | 0.0% | 0.0% | 386 | +5 | 5.05% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | No change | 114 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 77 | 3 | 0.0% | — | 396 | +77 | New | Q4 2025 | Feb 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 70 | 3 | 0.0% | — | 395 | +70 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 94 | 3 | 0.0% | 0.0% | 392 | +48 | 104.35% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 94 | 3 | 0.0% | 0.0% | 394 | +13 | 16.05% | Q4 2025 | Feb 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 74 | 3 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 70 | 2 | 0.0% | — | 401 | +70 | New | Q4 2025 | Feb 17, 2026 |
| McMillan Office, Inc. | History | New | 59 | 2 | 0.0% | — | 403 | +59 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 402 | -46 | -48.42% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | New | 40 | 2 | 0.0% | — | 399 | +40 | New | Q4 2025 | Feb 02, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 400 | -12 | -16.22% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 398 | -2 | -3.39% | Q4 2025 | Jan 21, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Optiver Holding B.V. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 408 | -157 | -85.79% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 406 | -131 | -73.6% | Q4 2025 | Feb 09, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 46 | 1 | 0.0% | — | 409 | +46 | New | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | New | 27 | 1 | 0.0% | — | 411 | +27 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 26 | 1 | 0.0% | — | 407 | +26 | New | Q4 2025 | Feb 03, 2026 |
| Sunrise Financial Services, LLC | History | New | 24 | 1 | 0.0% | — | 413 | +24 | New | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Reduced | 43 | 1 | 0.0% | 0.0% | 404 | -12 | -21.82% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 405 | -5 | -11.36% | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 46 | 1 | 0.0% | 0.0% | 412 | +2 | 4.55% | Q4 2025 | Feb 03, 2026 |
| Westfuller Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -1,051,193 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -300,442 | -100.0% | Q3 2025 | Nov 13, 2025 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -298,451 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -228,600 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -187,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -156,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -111,727 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.05% | — | -80,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -43,917 | -100.0% | Q3 2025 | Nov 17, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DC Investments Management, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -43,721 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.41% | — | -42,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,396 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -31,802 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,149 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DELPHI MANAGEMENT INC /MA/ | History | Closed out | 0 | 0 | — | 0.93% | — | -22,260 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.07% | — | -20,844 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -20,732 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -19,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,504 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.21% | — | -19,394 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,076 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -16,109 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,871 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -15,584 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -15,405 | -100.0% | Q3 2025 | Oct 29, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,841 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,339 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -11,359 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,261 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.12% | — | -10,637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,176 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,442 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,185 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,830 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,595 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Premier Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,521 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,350 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,290 | -100.0% | Q3 2025 | Dec 16, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.05% | — | -6,192 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,798 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,625 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,449 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,313 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,136 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,034 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,977 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,916 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,889 | -100.0% | Q3 2025 | Nov 14, 2025 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,776 | -100.0% | Q3 2025 | Nov 19, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,767 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,726 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,465 | -100.0% | Q3 2025 | Mar 04, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,458 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,128 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,831 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,083 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -542 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -391 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -358 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -330 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -191 | -97.95% | Q4 2025 | Jan 08, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Physician Wealth Advisors, Inc. | History | Reduced | 13 | 0 | — | 0.0% | — | -145 | -91.77% | Q4 2025 | Jan 29, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -98 | -83.76% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 10 | 0 | — | 0.0% | — | -14 | -58.33% | Q4 2025 | Feb 23, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 17 | 0 | — | — | — | +14 | 466.67% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AdvisorNet Financial, Inc | History | Reduced | 7 | 0 | — | — | — | -13 | -65.0% | Q4 2025 | Jan 20, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 14, 2025 |
| USA FINANCIAL FORMULAS | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Larson Financial Group LLC | History | Added to | 13 | 0 | — | — | — | +10 | 333.33% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | Reduced | 12 | 0 | — | — | — | -10 | -45.45% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Manchester Capital Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 21 | 0 | — | — | — | +4 | 23.53% | Q4 2025 | Jan 16, 2026 |
| Rossby Financial, LCC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 18 | 0 | — | — | — | +3 | 20.0% | Q4 2025 | Feb 10, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q4 2025 | Jan 30, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TORONTO DOMINION BANK | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| American Capital Advisory, LLC | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealth Watch Advisors, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |