MITSUBISHI UFJ FINANCIAL GROUP INC - MUFG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 94 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 93,276,119 | 1,479,359 | 0.5% | 0.53% | 1 | +1,789,620 | 1.96% | Q4 2025 | Feb 09, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 53,880,015 | 854,537 | 1.71% | 1.74% | 2 | -2,497,545 | -4.43% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,021,954 | 222,388 | 0.03% | 0.03% | 3 | +114,799 | 0.83% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,165,937 | 208,811 | 0.02% | 0.02% | 4 | -1,056,986 | -7.43% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,338,503 | 179,828 | 0.02% | 0.02% | 5 | -59,330 | -0.52% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 10,258,642 | 162,702 | 0.0% | 0.0% | 6 | +1,376,102 | 15.49% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 6,904,972 | 109,512 | 0.01% | 0.01% | 7 | -77,692 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 6,730,203 | 106,741 | 0.09% | 0.07% | 8 | +1,121,241 | 19.99% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 6,066,090 | 96,208 | 0.0% | 0.0% | 9 | +299,180 | 5.19% | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 6,016,887 | 95,427 | 0.26% | 0.27% | 10 | -205,360 | -3.3% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,977,067 | 94,797 | 0.02% | — | 11 | +5,977,067 | New | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Added to | 5,026,845 | 79,725 | 0.06% | 0.06% | 12 | +521,832 | 11.58% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 4,816,589 | 76,390 | 0.11% | 0.03% | 13 | +3,447,183 | 251.73% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,153,069 | 65,867 | 0.02% | 0.02% | 14 | -788,761 | -15.96% | Q4 2025 | Feb 10, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 4,053,197 | 64,283 | 1.25% | 1.33% | 15 | -56,735 | -1.38% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,864,366 | 61,289 | 0.06% | 0.07% | 16 | +21,422 | 0.56% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,953,670 | 46,845 | 0.02% | 0.02% | 17 | +375,796 | 14.58% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 2,520,145 | 39,969 | 0.06% | 0.31% | 18 | -10,720,795 | -80.97% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,506,310 | 39,750 | 0.3% | 0.3% | 19 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,489,093 | 39,477 | 0.0% | 0.0% | 20 | +326,683 | 15.11% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,409,533 | 38,215 | 0.01% | 0.01% | 21 | -484,074 | -16.73% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,350,819 | 37,283 | 0.01% | 0.0% | 22 | +772,272 | 48.92% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,976,543 | 31,347 | 0.06% | 0.07% | 23 | +393,475 | 24.86% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,974,205 | 31,310 | 0.01% | 0.01% | 24 | -8,459 | -0.43% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,786,592 | 28,335 | 0.03% | 0.03% | 25 | -33,571 | -1.84% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,636,262 | 25,951 | 0.0% | 0.0% | 26 | +207,161 | 14.5% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,438,355 | 22,812 | 0.01% | — | 27 | +1,438,355 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,306,882 | 20,731 | 0.01% | 0.01% | 28 | -1,531,139 | -53.95% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,283,242 | 20,352 | 0.0% | 0.0% | 29 | -120,850 | -8.61% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,172,022 | 18,588 | 0.01% | 0.01% | 30 | +234,576 | 25.02% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 1,168,390 | 18,530 | 0.01% | 0.01% | 31 | +101,597 | 9.52% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,126,592 | 17,867 | 0.0% | 0.0% | 32 | +978,546 | 660.97% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,115,580 | 17,681 | 0.02% | 0.02% | 33 | +83,949 | 8.14% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,109,514 | 17,596 | 0.19% | 0.19% | 34 | -2,075 | -0.19% | Q4 2025 | Feb 10, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,098,901 | 17,549 | 0.11% | 0.12% | 35 | +32,310 | 3.03% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 1,093,524 | 17,343 | 0.0% | 0.0% | 36 | -37,775 | -3.34% | Q4 2025 | Feb 19, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,068,721 | 16,970 | 0.01% | 0.01% | 37 | +23,347 | 2.23% | Q4 2025 | Feb 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 1,027,642 | 16,298 | 0.21% | 0.23% | 38 | -78,975 | -7.14% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 996,963 | 15,811 | 0.09% | 0.09% | 39 | +80,013 | 8.73% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 983,288 | 15,594 | 0.02% | 0.0% | 40 | +729,430 | 287.34% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 968,021 | 15,352 | 0.0% | 0.0% | 41 | +917,699 | 1823.65% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Added to | 965,767 | 15,317 | 0.01% | 0.01% | 42 | +279,167 | 40.66% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 855,261 | 13,564 | 0.05% | 0.05% | 43 | +35,758 | 4.36% | Q4 2025 | Feb 12, 2026 |
| DV EQUITIES, LLC | History | New | 853,929 | 13,543 | 2.43% | — | 44 | +853,929 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 795,668 | 12,615 | 0.18% | 0.22% | 45 | -125,475 | -13.62% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 754,010 | 11,958 | 0.02% | 0.02% | 46 | +4,788 | 0.64% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 738,283 | 11,709 | 0.0% | 0.0% | 47 | +48,906 | 7.09% | Q4 2025 | Feb 11, 2026 |
| Guardian Partners Inc. | History | Added to | 573,638 | 10,604 | 0.85% | 0.75% | 48 | +8,563 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 622,807 | 9,877 | 0.09% | 0.08% | 49 | +107,519 | 20.87% | Q4 2025 | Feb 17, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 593,184 | 9,407 | 0.48% | 0.25% | 50 | +21,361 | 3.74% | Q4 2025 | Jan 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 589,625 | 9,351 | 0.1% | 0.11% | 51 | +7,288 | 1.25% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 576,992 | 9,151 | 0.04% | — | 52 | +576,992 | New | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 573,608 | 9,097 | 0.01% | 0.02% | 53 | -1,050 | -0.18% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 568,938 | 9,023 | 0.02% | 39.52% | 54 | +34,820 | 6.52% | Q4 2025 | Feb 17, 2026 |
| Permanens Capital L.P. | History | Added to | 533,233 | 8,457 | 1.1% | 0.94% | 55 | +137,960 | 34.9% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 526,856 | 8,355 | 0.22% | 0.05% | 56 | +462,148 | 714.21% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 512,737 | 8,132 | 0.68% | 0.61% | 57 | -3,607 | -0.7% | Q4 2025 | Jan 27, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 511,322 | 8,109 | 0.01% | 0.01% | 58 | -25,358 | -4.72% | Q4 2025 | Feb 10, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 510,711 | 8,099 | 0.03% | 0.03% | 59 | -6,518 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 506,154 | 8,027 | 0.08% | 0.08% | 60 | -2,889 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 486,468 | 7,715 | 0.24% | 0.17% | 61 | +132,841 | 37.57% | Q4 2025 | Jan 26, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 472,782 | 7,498 | 0.99% | 1.01% | 62 | +16,004 | 3.5% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 455,699 | 7,227 | 0.01% | 0.01% | 63 | -10,589 | -2.27% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 436,157 | 6,917 | 0.16% | — | 64 | +436,157 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 425,282 | 6,744 | 0.02% | 0.02% | 65 | +69,737 | 19.61% | Q4 2025 | Feb 13, 2026 |
| BAMCO INC /NY/ | History | Reduced | 422,964 | 6,708 | 0.02% | 0.02% | 66 | -28,862 | -6.39% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 422,888 | 6,707 | 0.01% | 0.01% | 67 | +15,535 | 3.81% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Added to | 417,279 | 6,618 | 0.01% | 0.01% | 68 | +31,225 | 8.09% | Q4 2025 | Jan 30, 2026 |
| Vident Advisory, LLC | History | Added to | 413,237 | 6,553 | 0.06% | 0.06% | 69 | +328 | 0.08% | Q4 2025 | Feb 18, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 398,800 | 6,324 | 0.09% | 0.15% | 70 | -53,200 | -11.77% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 398,195 | 6,315 | 0.0% | 0.01% | 71 | -422,961 | -51.51% | Q4 2025 | Feb 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 394,330 | 6,254 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 384,783 | 6,102 | 0.01% | 0.01% | 73 | +7,144 | 1.89% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 366,750 | 5,816 | 0.18% | 0.18% | 74 | +16,840 | 4.81% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 356,372 | 5,664 | 0.01% | 0.01% | 75 | +8,276 | 2.38% | Q4 2025 | Feb 18, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 353,324 | 5,603 | 0.21% | 0.22% | 76 | -5,920 | -1.65% | Q4 2025 | Jan 28, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 351,348 | 5,572 | 1.11% | 1.13% | 77 | +431 | 0.12% | Q4 2025 | Jan 16, 2026 |
| M&T BANK CORP | History | Reduced | 350,181 | 5,553 | 0.02% | 0.02% | 78 | -23,774 | -6.36% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 345,194 | 5,475 | 0.01% | 0.01% | 79 | -49,223 | -12.48% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 334,880 | 5,311 | 0.04% | 0.06% | 80 | -114,654 | -25.51% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 329,123 | 5,220 | 0.01% | 0.01% | 81 | +17,450 | 5.6% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 325,033 | 5,151 | 0.03% | 0.03% | 82 | +51,369 | 18.77% | Q4 2025 | Jan 27, 2026 |
| Forum Financial Management, LP | History | No change | 322,044 | 5,107 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Callan Family Office, LLC | History | Added to | 314,210 | 4,983 | 0.11% | 0.12% | 84 | +86,078 | 37.73% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 312,364 | 4,954 | 0.0% | 0.0% | 85 | -13,695 | -4.2% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 311,795 | 4,945 | 0.1% | 0.17% | 86 | +21,903 | 7.56% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | Added to | 311,104 | 4,934 | 0.09% | 0.07% | 87 | +82,360 | 36.01% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 300,124 | 4,759 | 0.44% | 0.44% | 88 | +25,835 | 9.42% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 296,893 | 4,708 | 0.0% | 0.0% | 89 | -33,774 | -10.21% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 294,450 | 4,669 | 0.01% | 0.01% | 90 | +76,740 | 35.25% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 287,600 | 4,561 | 0.07% | 0.07% | 91 | +3,323 | 1.17% | Q4 2025 | Jan 20, 2026 |
| Massar Capital Management, LP | History | Added to | 280,000 | 4,440 | 0.48% | 0.31% | 92 | +131,500 | 88.55% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 278,814 | 4,421 | 0.0% | 0.0% | 93 | -2,703 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 268,240 | 4,254 | 0.05% | 0.05% | 94 | +18,659 | 7.48% | Q4 2025 | Feb 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 262,461 | 4,162 | 0.08% | 0.08% | 95 | +7,648 | 3.0% | Q4 2025 | Jan 23, 2026 |
| ALLIANZ SE | History | No change | 255,000 | 4,044 | 0.05% | 0.09% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 239,064 | 3,791 | 0.08% | 0.13% | 97 | -99,895 | -29.47% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 238,779 | 3,787 | 0.0% | 0.0% | 98 | +9,593 | 4.19% | Q4 2025 | Feb 12, 2026 |
| SELDON CAPITAL LP | History | No change | 234,566 | 3,720 | 1.29% | 1.31% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 232,453 | 3,686 | 0.0% | 0.0% | 100 | +51,768 | 28.65% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 229,846 | 3,645 | 0.0% | 0.02% | 101 | -662,737 | -74.25% | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 227,118 | 3,602 | 0.47% | 0.5% | 102 | -44,478 | -16.38% | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 207,874 | 3,296 | 0.1% | 0.1% | 103 | +11,729 | 5.98% | Q4 2025 | Jan 30, 2026 |
| Winning Points Advisors, LLC | History | New | 224,212 | 3,293 | 3.52% | — | 104 | +224,212 | New | Q4 2025 | Feb 12, 2026 |
| Altman Advisors, Inc. | History | Added to | 202,771 | 3,215 | 1.21% | 1.23% | 105 | +1,490 | 0.74% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 202,076 | 3,204 | 0.0% | 0.0% | 106 | +41,438 | 25.8% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 200,288 | 3,176 | 0.07% | — | 107 | +200,288 | New | Q4 2025 | Feb 17, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 198,399 | 3,146 | 0.89% | 0.9% | 108 | -498 | -0.25% | Q4 2025 | Feb 12, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 192,176 | 3,047 | 2.51% | — | 109 | +192,176 | New | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 191,521 | 3,037 | 0.01% | 0.01% | 110 | +85,677 | 80.95% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 183,439 | 2,909 | 0.02% | 0.02% | 111 | +41,714 | 29.43% | Q4 2025 | Jan 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 182,101 | 2,888 | 0.02% | 0.01% | 112 | +16,971 | 10.28% | Q4 2025 | Jan 29, 2026 |
| Brooklyn Investment Group | History | Added to | 178,372 | 2,834 | 0.13% | 0.13% | 113 | +109,595 | 159.35% | Q4 2025 | Feb 12, 2026 |
| JCIC Asset Management Inc. | History | New | 178,640 | 2,833 | 0.87% | — | 114 | +178,640 | New | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 177,999 | 2,823 | 0.0% | 0.0% | 115 | +11,544 | 6.94% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 177,099 | 2,808 | 0.0% | 0.0% | 116 | +20,686 | 13.23% | Q4 2025 | Jan 23, 2026 |
| Compound Planning, Inc. | History | Added to | 173,730 | 2,755 | 0.08% | 0.08% | 117 | +20,887 | 13.67% | Q4 2025 | Feb 19, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 172,340 | 2,733 | 0.13% | 0.07% | 118 | +112,529 | 188.14% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 153,111 | 2,677 | 0.12% | 0.13% | 119 | +7,521 | 5.17% | Q4 2025 | Feb 03, 2026 |
| Jain Global LLC | History | Reduced | 166,171 | 2,635 | 0.01% | 0.02% | 120 | -70,738 | -29.86% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 165,400 | 2,623 | 0.06% | 0.06% | 121 | +10,569 | 6.83% | Q4 2025 | Jan 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 161,976 | 2,568 | 0.06% | 0.06% | 122 | +3,597 | 2.27% | Q4 2025 | Jan 27, 2026 |
| Dorsey Wright & Associates | History | Added to | 160,112 | 2,539 | 0.55% | 0.55% | 123 | +5,748 | 3.72% | Q4 2025 | Feb 20, 2026 |
| Engineers Gate Manager LP | History | Added to | 159,973 | 2,537 | 0.03% | 0.01% | 124 | +81,651 | 104.25% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 158,499 | 2,513 | 0.07% | — | 125 | +158,499 | New | Q4 2025 | Feb 12, 2026 |
| Qtron Investments LLC | History | Reduced | 154,238 | 2,446 | 0.32% | 0.33% | 126 | -13,036 | -7.79% | Q4 2025 | Feb 12, 2026 |
| Madison Asset Management, LLC | History | Reduced | 149,570 | 2,372 | 0.03% | 0.03% | 127 | -7,395 | -4.71% | Q4 2025 | Feb 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 142,121 | 2,254 | 0.0% | 0.0% | 128 | +4,895 | 3.57% | Q4 2025 | Mar 09, 2026 |
| Walleye Capital LLC | History | New | 137,115 | 2,174 | 0.01% | — | 129 | +137,115 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 132,002 | 2,093 | 0.03% | 0.02% | 130 | -10,376 | -7.29% | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 131,290 | 2,082 | 0.0% | 0.01% | 131 | -170,948 | -56.56% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | Reduced | 126,806 | 2,011 | 0.03% | 0.03% | 132 | -639 | -0.5% | Q4 2025 | Feb 03, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 125,844 | 1,995 | 0.12% | — | 133 | +125,844 | New | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 125,518 | 1,991 | 0.14% | 0.14% | 134 | -387 | -0.31% | Q4 2025 | Jan 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 123,765 | 1,963 | 0.06% | — | 135 | +123,765 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 123,321 | 1,955 | 0.48% | 0.55% | 136 | -19,754 | -13.81% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 121,969 | 1,934 | 0.02% | 0.02% | 137 | +35,920 | 41.74% | Q4 2025 | Feb 02, 2026 |
| GREENLEAF TRUST | History | Added to | 120,967 | 1,918 | 0.02% | 0.02% | 138 | +6,360 | 5.55% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 116,311 | 1,844 | 0.0% | 0.0% | 139 | +15,937 | 15.88% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 100,670 | 1,840 | 0.02% | 0.02% | 140 | -950 | -0.93% | Q4 2025 | Jan 21, 2026 |
| BAILARD, INC. | History | Reduced | 113,339 | 1,797 | 0.04% | 0.04% | 141 | -1,310 | -1.14% | Q4 2025 | Feb 04, 2026 |
| Henry James International Management Inc. | History | Added to | 112,886 | 1,790 | 0.56% | 0.55% | 142 | +211 | 0.19% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 112,137 | 1,778 | 0.0% | 0.0% | 143 | +33,186 | 42.03% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 111,923 | 1,775 | 0.0% | 0.0% | 144 | -34,475 | -23.55% | Q4 2025 | Feb 17, 2026 |
| INTRUST BANK NA | History | Added to | 110,884 | 1,758 | 0.15% | 0.14% | 145 | +2,719 | 2.51% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 110,744 | 1,756 | 0.01% | 0.01% | 146 | +2,606 | 2.41% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 109,725 | 1,740 | 0.02% | 0.02% | 147 | +40,441 | 58.37% | Q4 2025 | Jan 23, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 107,170 | 1,699 | 0.09% | 0.08% | 148 | +23,832 | 28.6% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 106,937 | 1,696 | 0.02% | 0.04% | 149 | -72,940 | -40.55% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 106,900 | 1,695 | 0.0% | 0.0% | 150 | +1,060 | 1.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorShares Investments LLC | History | Added to | 105,737 | 1,676 | 0.28% | 0.27% | 151 | +2,262 | 2.19% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 104,592 | 1,658 | 0.0% | 0.0% | 152 | +64,502 | 160.89% | Q4 2025 | Mar 16, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 103,912 | 1,648 | 0.02% | 0.02% | 153 | +2,795 | 2.76% | Q4 2025 | Jan 05, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 102,245 | 1,621 | 0.84% | 0.89% | 154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 101,760 | 1,613 | 0.05% | 0.05% | 155 | -60,396 | -37.25% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 98,380 | 1,606 | 0.0% | 0.0% | 156 | +25,223 | 34.48% | Q4 2025 | Jan 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 99,192 | 1,573 | 0.02% | 0.02% | 157 | +19,783 | 24.91% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 97,819 | 1,558 | 0.06% | 0.09% | 158 | +7,765 | 8.62% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 97,855 | 1,552 | 0.0% | 0.0% | 159 | -10,083 | -9.34% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 97,578 | 1,547 | 0.0% | 0.0% | 160 | +33,360 | 51.95% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 93,557 | 1,490 | 0.02% | 0.02% | 161 | +4,957 | 5.59% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 85,512 | 1,356 | 0.0% | 0.0% | 162 | +80,920 | 1762.2% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | New | 84,995 | 1,348 | 0.04% | — | 163 | +84,995 | New | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 84,901 | 1,346 | 0.0% | 0.0% | 164 | -7,315 | -7.93% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 84,538 | 1,340 | 0.01% | 0.01% | 165 | +5,137 | 6.47% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,818 | 1,297 | 0.0% | 0.0% | 166 | +3,026 | 3.84% | Q4 2025 | Feb 02, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 81,093 | 1,286 | 0.02% | 0.02% | 167 | -5,117 | -5.94% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 80,843 | 1,282 | 0.04% | 0.05% | 168 | -4,891 | -5.7% | Q4 2025 | Jan 29, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 80,400 | 1,275 | 0.04% | 0.05% | 169 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 79,673 | 1,263 | 0.12% | 0.09% | 170 | +19,899 | 33.29% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | New | 79,088 | 1,254 | 0.01% | — | 171 | +79,088 | New | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 78,526 | 1,245 | 0.01% | 0.01% | 172 | -11,978 | -13.23% | Q4 2025 | Jan 28, 2026 |
| CREDIT AGRICOLE S A | History | New | 77,968 | 1,236 | 0.0% | — | 173 | +77,968 | New | Q4 2025 | Feb 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 77,050 | 1,222 | 0.06% | 0.07% | 174 | -9,500 | -10.98% | Q4 2025 | Feb 02, 2026 |
| Ballentine Partners, LLC | History | Added to | 76,526 | 1,213 | 0.02% | 0.02% | 175 | +2,492 | 3.37% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | New | 75,309 | 1,194 | 0.0% | — | 176 | +75,309 | New | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 75,114 | 1,191 | 0.03% | 0.05% | 177 | -10,467 | -12.23% | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 73,040 | 1,158 | 0.0% | 0.0% | 178 | +56,544 | 342.77% | Q4 2025 | Feb 17, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 72,638 | 1,152 | 0.06% | 0.06% | 179 | +88 | 0.12% | Q4 2025 | Jan 27, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 71,407 | 1,132 | 0.0% | 0.0% | 180 | -110,403 | -60.72% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 59,232 | 1,119 | 0.04% | 0.03% | 181 | +5,270 | 9.77% | Q4 2025 | Jan 23, 2026 |
| West Family Investments, Inc. | History | Added to | 69,674 | 1,105 | 0.26% | 35.44% | 182 | +3,932 | 5.98% | Q4 2025 | Feb 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 69,667 | 1,104 | 0.02% | 0.02% | 183 | +6,330 | 9.99% | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 67,411 | 1,069 | 0.1% | 0.1% | 184 | +5,877 | 9.55% | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | Reduced | 66,023 | 1,047 | 0.26% | 0.29% | 185 | -31 | -0.05% | Q4 2025 | Feb 03, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 59,700 | 1,046 | 0.25% | 0.21% | 186 | +1,200 | 2.05% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 64,419 | 1,026 | 0.07% | 0.06% | 187 | +13,055 | 25.42% | Q4 2025 | Jan 15, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 63,450 | 1,013 | 0.21% | 0.19% | 188 | +1,610 | 2.6% | Q4 2025 | Jan 07, 2026 |
| BALLAST ADVISORS LLC | History | No change | 63,282 | 1,003 | 0.28% | 0.28% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 62,576 | 992 | 0.01% | 0.01% | 190 | +8,131 | 14.93% | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | Added to | 61,535 | 975 | 0.23% | 0.15% | 191 | +38,685 | 169.3% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 60,492 | 959 | 0.0% | — | 192 | +60,492 | New | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 60,276 | 955 | 0.13% | 0.11% | 193 | +10,933 | 22.16% | Q4 2025 | Jan 21, 2026 |
| Themes Management Co LLC | History | New | 59,901 | 950 | 0.71% | — | 194 | +59,901 | New | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 59,728 | 947 | 0.01% | 0.01% | 195 | +1,694 | 2.92% | Q4 2025 | Feb 03, 2026 |
| Limestone Investment Advisors LP | History | New | 59,213 | 939 | 0.09% | — | 196 | +59,213 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 58,387 | 926 | 0.12% | 0.11% | 197 | +6,674 | 12.91% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 57,257 | 908 | 0.0% | 0.0% | 198 | +3,945 | 7.4% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 56,586 | 897 | 0.05% | 0.05% | 199 | +4,463 | 8.56% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 56,217 | 891 | 0.02% | 0.0% | 200 | +49,086 | 688.35% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 56,040 | 888 | 0.0% | 0.0% | 201 | +1,734 | 3.19% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 55,832 | 886 | 0.05% | 0.06% | 202 | -14,601 | -20.73% | Q4 2025 | Mar 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 55,762 | 884 | 0.0% | — | 203 | +55,762 | New | Q4 2025 | Feb 17, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 55,697 | 883 | 0.04% | 0.04% | 204 | +2,291 | 4.29% | Q4 2025 | Feb 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 55,359 | 877 | 0.01% | 0.01% | 205 | +1,471 | 2.73% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 55,092 | 873 | 0.01% | 0.02% | 206 | -89 | -0.16% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 54,922 | 871 | 0.0% | 0.01% | 207 | -38,201 | -41.02% | Q4 2025 | Jan 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 54,644 | 866 | 0.1% | — | 208 | +54,644 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 53,238 | 844 | 0.0% | 0.0% | 209 | +4,969 | 10.29% | Q4 2025 | Feb 18, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 52,796 | 837 | 0.17% | 0.15% | 210 | +18,340 | 53.23% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 52,760 | 836 | 0.04% | — | 211 | +52,760 | New | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 52,283 | 829 | 0.02% | 0.02% | 212 | +2,517 | 5.06% | Q4 2025 | Feb 04, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 51,749 | 820 | 0.13% | 0.14% | 213 | +2,040 | 4.1% | Q4 2025 | Jan 22, 2026 |
| DMC Group, LLC | History | Added to | 50,803 | 805 | 0.54% | 0.48% | 214 | +7,558 | 17.48% | Q4 2025 | Jan 21, 2026 |
| XY Capital Ltd | History | Reduced | 50,755 | 804 | 0.51% | 0.92% | 215 | -59,109 | -53.8% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 49,190 | 780 | 0.03% | 0.03% | 216 | -10,161 | -17.12% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 48,960 | 776 | 0.01% | 0.01% | 217 | -828 | -1.66% | Q4 2025 | Feb 09, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 48,561 | 770 | 0.08% | 0.07% | 219 | +2,576 | 5.6% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,578 | 770 | 0.0% | 0.0% | 218 | +1,271 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 48,401 | 767 | 0.0% | — | 220 | +48,401 | New | Q4 2025 | Feb 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 47,748 | 757 | 0.0% | 0.0% | 221 | +1,036 | 2.22% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 47,690 | 756 | 0.0% | 0.0% | 222 | -5,681 | -10.64% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 47,537 | 753 | 0.01% | 0.01% | 223 | -2,824 | -5.61% | Q4 2025 | Feb 09, 2026 |
| Successful Portfolios LLC | History | Added to | 44,032 | 752 | 0.38% | 0.41% | 224 | +7 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 47,124 | 747 | 0.01% | 0.01% | 225 | +1,490 | 3.27% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 46,973 | 745 | 0.01% | — | 227 | +46,973 | New | Q4 2025 | Feb 18, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 46,993 | 745 | 0.01% | 0.01% | 226 | -841 | -1.76% | Q4 2025 | Jan 07, 2026 |
| GLENMEDE TRUST CO NA | History | New | 46,197 | 732 | 0.0% | — | 228 | +46,197 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 45,886 | 727 | 0.0% | 0.0% | 229 | +137 | 0.3% | Q4 2025 | Feb 10, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 45,632 | 723 | 0.14% | 0.16% | 230 | +322 | 0.71% | Q4 2025 | Jan 16, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 45,275 | 718 | 0.03% | 0.02% | 231 | +21,957 | 94.16% | Q4 2025 | Jan 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 45,212 | 717 | 0.04% | 0.04% | 232 | -4,939 | -9.85% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 45,134 | 715 | 0.0% | 0.0% | 233 | +392 | 0.88% | Q4 2025 | Feb 17, 2026 |
| May Hill Capital, LLC | History | Added to | 44,154 | 700 | 0.09% | 0.11% | 234 | +20,499 | 86.66% | Q4 2025 | Feb 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 43,700 | 693 | 0.0% | 0.0% | 235 | +29,816 | 214.75% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 43,231 | 685 | 0.0% | 0.0% | 236 | +14,848 | 52.31% | Q4 2025 | Jan 30, 2026 |
| Five Oceans Advisors | History | No change | 43,112 | 683 | 0.24% | 0.25% | 237 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Trust Point Inc. | History | Added to | 42,992 | 681 | 0.05% | 0.04% | 238 | +12,340 | 40.26% | Q4 2025 | Jan 13, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 41,554 | 659 | 0.15% | 0.16% | 239 | -1,711 | -3.95% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 41,335 | 655 | 0.01% | 0.01% | 240 | +18,138 | 78.19% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 41,264 | 654 | 0.0% | 0.0% | 241 | +19,300 | 87.87% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 40,931 | 654 | 0.04% | 0.06% | 243 | +3,485 | 9.31% | Q4 2025 | Jan 29, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 35,841 | 654 | 0.04% | 0.04% | 242 | +1,056 | 3.04% | Q4 2025 | Jan 23, 2026 |
| InTrack Investment Management Inc | History | Added to | 40,989 | 650 | 0.36% | 0.37% | 244 | +1,546 | 3.92% | Q4 2025 | Jan 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 40,503 | 642 | 0.01% | 0.01% | 245 | -1,203 | -2.88% | Q4 2025 | Feb 05, 2026 |
| Entropy Technologies, LP | History | Added to | 39,079 | 619 | 0.03% | 0.04% | 246 | +2,105 | 5.69% | Q4 2025 | Feb 13, 2026 |
| Optas, LLC | History | Added to | 38,917 | 617 | 0.1% | 0.1% | 247 | +522 | 1.36% | Q4 2025 | Jan 27, 2026 |
| Gallacher Capital Management LLC | History | Added to | 38,889 | 616 | 0.24% | 0.24% | 248 | +46 | 0.12% | Q4 2025 | Feb 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 38,021 | 603 | 0.11% | 0.12% | 249 | -1,562 | -3.95% | Q4 2025 | Jan 30, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 37,544 | 595 | 0.04% | 0.04% | 250 | +2,839 | 8.18% | Q4 2025 | Jan 13, 2026 |
| Traveka Wealth, LLC | History | Added to | 37,406 | 593 | 0.24% | 0.27% | 251 | +64 | 0.17% | Q4 2025 | Jan 08, 2026 |
| Fiera Capital Corp | History | New | 37,342 | 592 | 0.0% | — | 252 | +37,342 | New | Q4 2025 | Feb 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 37,024 | 587 | 0.06% | 0.06% | 253 | +1,799 | 5.11% | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,710 | 586 | 0.0% | 0.0% | 254 | +9,643 | 36.99% | Q4 2025 | Jan 08, 2026 |
| Keel Point, LLC | History | Added to | 36,649 | 581 | 0.04% | 0.04% | 255 | +30 | 0.08% | Q4 2025 | Feb 12, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 36,248 | 574 | 0.18% | — | 256 | +36,248 | New | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 34,679 | 550 | 0.02% | 0.02% | 257 | +878 | 2.6% | Q4 2025 | Feb 06, 2026 |
| Third View Private Wealth, LLC | History | New | 34,501 | 547 | 0.07% | — | 258 | +34,501 | New | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 34,024 | 540 | 0.0% | 0.0% | 259 | +30,520 | 871.0% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 34,072 | 540 | 0.0% | 0.0% | 260 | +9,771 | 40.21% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | No change | 34,020 | 539 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 33,625 | 533 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | Reduced | 33,596 | 532 | 0.02% | 0.03% | 263 | -80,319 | -70.51% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 32,982 | 523 | 0.0% | — | 264 | +32,982 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 33,020 | 523 | 0.28% | 0.29% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 32,700 | 519 | 0.12% | 0.14% | 266 | -8,200 | -20.05% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 31,912 | 506 | 0.0% | 0.0% | 267 | +13,542 | 73.72% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 30,339 | 499 | 0.02% | 0.02% | 268 | +1,392 | 4.81% | Q4 2025 | Jan 08, 2026 |
| Headlands Technologies LLC | History | New | 31,308 | 496 | 0.04% | — | 269 | +31,308 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 31,303 | 496 | 0.02% | 0.02% | 270 | -1,477 | -4.51% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,110 | 493 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 31,069 | 492 | 0.02% | 0.02% | 272 | +4,757 | 18.08% | Q4 2025 | Feb 11, 2026 |
| Main Street Research LLC | History | New | 30,205 | 479 | 0.03% | — | 273 | +30,205 | New | Q4 2025 | Feb 09, 2026 |
| Clarius Group, LLC | History | No change | 29,236 | 463 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 29,012 | 460 | 0.09% | 0.09% | 275 | +876 | 3.11% | Q4 2025 | Jan 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 28,945 | 459 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 28,994 | 459 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 28,690 | 455 | 0.05% | 0.05% | 278 | +342 | 1.21% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 27,589 | 437 | 0.0% | 0.01% | 279 | -66,225 | -70.59% | Q4 2025 | Feb 12, 2026 |
| Frec Markets, Inc. | History | New | 27,585 | 437 | 0.13% | — | 280 | +27,585 | New | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 27,413 | 434 | 0.02% | 0.04% | 281 | -6,194 | -18.43% | Q4 2025 | Feb 12, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 26,440 | 419 | 0.15% | 0.15% | 282 | +2,382 | 9.9% | Q4 2025 | Jan 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 26,397 | 418 | 0.0% | 0.01% | 283 | -57,324 | -68.47% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 26,339 | 417 | 0.0% | 0.01% | 284 | -4,507 | -14.61% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 26,031 | 412 | 0.02% | 0.02% | 285 | -11 | -0.04% | Q4 2025 | Jan 29, 2026 |
| ABC ARBITRAGE SA | History | New | 25,442 | 403 | 0.04% | — | 286 | +25,442 | New | Q4 2025 | Feb 04, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 24,974 | 396 | 0.01% | 0.01% | 287 | -6,327 | -20.21% | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | No change | 24,756 | 392 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Added to | 24,688 | 391 | 0.02% | 0.02% | 289 | +821 | 3.44% | Q4 2025 | Feb 17, 2026 |
| Cromwell Holdings LLC | History | No change | 24,134 | 382 | 0.21% | 0.21% | 290 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Added to | 23,905 | 380 | 0.0% | 0.0% | 291 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 23,423 | 371 | 0.01% | 0.01% | 292 | -13,632 | -36.79% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,166 | 367 | 0.01% | 0.01% | 293 | +3,943 | 20.51% | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 22,957 | 364 | 0.0% | — | 294 | +22,957 | New | Q4 2025 | Feb 18, 2026 |
| Hardy Reed LLC | History | Reduced | 22,953 | 364 | 0.03% | 0.03% | 295 | -252 | -1.09% | Q4 2025 | Feb 06, 2026 |
| Te Ahumairangi Investment Management Ltd | History | Reduced | 22,454 | 356 | 0.06% | 0.09% | 296 | -12,000 | -34.83% | Q4 2025 | Feb 12, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 22,094 | 350 | 0.0% | 0.12% | 297 | -929,526 | -97.68% | Q4 2025 | Feb 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 22,056 | 349 | 0.0% | 0.01% | 298 | -110,394 | -83.35% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,046 | 349 | 0.01% | 0.01% | 299 | +1,305 | 6.29% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Added to | 21,329 | 338 | 0.03% | 0.04% | 300 | +583 | 2.81% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 21,274 | 337 | 0.0% | 0.01% | 301 | -51,300 | -70.69% | Q4 2025 | Feb 13, 2026 |
| a16z Perennial Management, L.P. | History | No change | 21,108 | 334 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 20,347 | 322 | 0.12% | 0.16% | 303 | -5,088 | -20.0% | Q4 2025 | Jan 07, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 20,262 | 321 | 0.05% | 0.06% | 304 | -119 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, LLC | History | New | 20,154 | 319 | 0.08% | — | 306 | +20,154 | New | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | New | 20,152 | 319 | 0.01% | — | 305 | +20,152 | New | Q4 2025 | Feb 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 19,876 | 315 | 0.05% | 0.05% | 308 | +1,078 | 5.73% | Q4 2025 | Jan 07, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 19,897 | 315 | 0.01% | 0.02% | 307 | -408 | -2.01% | Q4 2025 | Feb 04, 2026 |
| COMMERCE BANK | History | Reduced | 19,826 | 314 | 0.0% | 0.0% | 309 | -3,334 | -14.4% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 19,681 | 312 | 0.0% | 0.0% | 310 | +5,417 | 37.98% | Q4 2025 | Feb 03, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 19,482 | 308 | 0.13% | 0.11% | 312 | +3,466 | 21.64% | Q4 2025 | Feb 18, 2026 |
| Choate Investment Advisors | History | No change | 19,439 | 308 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,314 | 306 | 0.01% | 0.01% | 314 | +3,142 | 19.43% | Q4 2025 | Feb 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 19,320 | 306 | 0.03% | 0.04% | 313 | -2,654 | -12.08% | Q4 2025 | Jan 09, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 19,180 | 304 | 0.01% | 0.01% | 315 | +7,499 | 64.2% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,135 | 303 | 0.01% | 0.01% | 316 | +456 | 2.44% | Q4 2025 | Jan 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,821 | 300 | 0.0% | 0.0% | 317 | +3,136 | 19.99% | Q4 2025 | Feb 05, 2026 |
| WINDWARD CAPITAL MANAGEMENT CO /CA | History | Reduced | 18,478 | 293 | 0.02% | 0.02% | 318 | -318 | -1.69% | Q4 2025 | Jan 28, 2026 |
| Dauntless Investment Group, LLC | History | No change | 18,413 | 292 | 0.23% | 0.18% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,228 | 289 | 0.01% | 0.01% | 321 | +3,066 | 20.22% | Q4 2025 | Jan 29, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 18,247 | 289 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 18,104 | 287 | 0.0% | 0.0% | 322 | +247 | 1.38% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 17,686 | 280 | 0.0% | 0.0% | 323 | -536 | -2.94% | Q4 2025 | Feb 09, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 17,553 | 278 | 0.03% | 0.03% | 324 | -610 | -3.36% | Q4 2025 | Feb 03, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 17,652 | 277 | 0.02% | 0.02% | 327 | +3,637 | 25.95% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,498 | 277 | 0.04% | 0.04% | 326 | +1,478 | 9.23% | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 17,484 | 277 | 0.02% | 0.02% | 325 | +545 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Added to | 17,284 | 274 | 0.01% | 0.01% | 328 | +473 | 2.81% | Q4 2025 | Jan 12, 2026 |
| PALLADIEM, LLC | History | New | 17,198 | 273 | 0.26% | — | 331 | +17,198 | New | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,238 | 273 | 0.0% | 0.0% | 330 | +2,084 | 13.75% | Q4 2025 | Jan 26, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 17,223 | 273 | 0.0% | 0.0% | 329 | +1,117 | 6.94% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 17,158 | 272 | 0.03% | 0.02% | 332 | +4,089 | 31.29% | Q4 2025 | Jan 12, 2026 |
| Livet Wealth, LLC | History | New | 17,101 | 271 | 0.17% | — | 333 | +17,101 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 17,032 | 270 | 0.07% | 0.01% | 334 | +15,997 | 1545.6% | Q4 2025 | Mar 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 16,770 | 265 | 0.0% | 0.01% | 335 | -18,960 | -53.06% | Q4 2025 | Jan 16, 2026 |
| EntryPoint Capital, LLC | History | New | 16,574 | 262 | 0.1% | — | 337 | +16,574 | New | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 16,526 | 262 | 0.0% | 0.0% | 336 | +3,152 | 23.57% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 16,162 | 256 | 0.0% | — | 338 | +16,162 | New | Q4 2025 | Feb 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 15,649 | 248 | 0.01% | — | 339 | +15,649 | New | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,423 | 245 | 0.0% | 0.0% | 340 | +1,839 | 13.54% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,369 | 243 | 0.03% | — | 341 | +15,369 | New | Q4 2025 | Feb 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 14,749 | 242 | 0.02% | 0.02% | 342 | -266 | -1.77% | Q4 2025 | Jan 22, 2026 |
| Canopy Partners, LLC | History | Added to | 15,158 | 240 | 0.08% | 0.08% | 343 | +582 | 3.99% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 14,837 | 235 | 0.0% | 0.0% | 344 | +846 | 6.05% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,533 | 230 | 0.0% | 0.0% | 346 | -3,992 | -21.55% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 12,030 | 230 | 0.01% | 0.0% | 345 | +80 | 0.67% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,442 | 229 | 0.0% | 0.0% | 347 | -3,219 | -18.23% | Q4 2025 | Jan 22, 2026 |
| 55 North Private Wealth, LLC | History | New | 14,424 | 228 | 0.06% | — | 348 | +14,424 | New | Q4 2025 | Jan 27, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 14,337 | 227 | 0.04% | 0.04% | 349 | -1,757 | -10.92% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,258 | 226 | 0.0% | 0.0% | 350 | +756 | 5.6% | Q4 2025 | Jan 16, 2026 |
| Ariadne Wealth Management, LP | History | No change | 11,485 | 225 | 0.09% | 0.08% | 351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 13,976 | 221 | 0.01% | 0.02% | 352 | -1,514 | -9.77% | Q4 2025 | Jan 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 13,906 | 220 | 0.0% | — | 357 | +13,906 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,887 | 220 | 0.0% | — | 355 | +13,887 | New | Q4 2025 | Jan 29, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 13,872 | 220 | 0.08% | — | 356 | +13,872 | New | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 13,914 | 220 | 0.05% | 0.04% | 354 | +1,931 | 16.11% | Q4 2025 | Jan 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 13,930 | 220 | 0.01% | 0.01% | 353 | +691 | 5.22% | Q4 2025 | Jan 23, 2026 |
| Moors & Cabot, Inc. | History | No change | 13,850 | 219 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUB Investment Partners, LLC | History | New | 13,690 | 217 | 0.01% | — | 359 | +13,690 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,655 | 216 | 0.01% | 0.01% | 360 | +944 | 7.43% | Q4 2025 | Jan 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 13,679 | 216 | 0.02% | 0.02% | 361 | -500 | -3.53% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | New | 13,559 | 215 | 0.0% | — | 362 | +13,559 | New | Q4 2025 | Mar 12, 2026 |
| STEPHENS INC /AR/ | History | New | 13,530 | 214 | 0.0% | — | 363 | +13,530 | New | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 13,179 | 209 | 0.0% | 0.0% | 364 | +12,747 | 2950.69% | Q4 2025 | Feb 12, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 13,152 | 208 | 0.18% | — | 365 | +13,152 | New | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 13,007 | 206 | 0.0% | 0.0% | 366 | -228 | -1.72% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 13,000 | 206 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 12,892 | 204 | 0.0% | 0.0% | 368 | +1,390 | 12.08% | Q4 2025 | Feb 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 12,692 | 201 | 0.04% | 0.03% | 369 | +581 | 4.8% | Q4 2025 | Feb 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 12,600 | 199 | 0.06% | 0.03% | 370 | +2,366 | 23.12% | Q4 2025 | Jan 27, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 12,381 | 196 | 0.01% | 0.01% | 371 | -3,335 | -21.22% | Q4 2025 | Jan 23, 2026 |
| Sunpointe, LLC | History | No change | 12,204 | 193 | 0.06% | 0.07% | 372 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WRAPMANAGER INC | History | Reduced | 12,048 | 191 | 0.06% | 0.07% | 374 | -2,278 | -15.9% | Q4 2025 | Feb 06, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Added to | 12,067 | 191 | 0.01% | 0.01% | 373 | +647 | 5.67% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 11,986 | 190 | 0.0% | 0.0% | 375 | +5,140 | 75.08% | Q4 2025 | Feb 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 12,024 | 190 | 0.01% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 11,967 | 189 | 0.01% | — | 377 | +11,967 | New | Q4 2025 | Jan 15, 2026 |
| VanderPol Investments L.L.C. | History | Reduced | 11,871 | 188 | 0.33% | 0.38% | 378 | -3,197 | -21.22% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 11,763 | 186 | 0.04% | 0.05% | 379 | -2,265 | -16.15% | Q4 2025 | Feb 02, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 11,776 | 186 | 0.01% | 0.01% | 380 | +1,032 | 9.61% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 11,636 | 184 | 0.0% | 0.0% | 381 | +1,348 | 13.1% | Q4 2025 | Feb 11, 2026 |
| Centiva Capital, LP | History | Reduced | 11,492 | 182 | 0.0% | 0.01% | 382 | -40,893 | -78.06% | Q4 2025 | Feb 13, 2026 |
| AlTi Global, Inc. | History | New | 11,488 | 182 | 0.0% | — | 383 | +11,488 | New | Q4 2025 | Feb 13, 2026 |
| MQS Management LLC | History | Reduced | 11,430 | 181 | 0.11% | 0.14% | 384 | -3,556 | -23.73% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | New | 11,193 | 177 | 0.01% | — | 385 | +11,193 | New | Q4 2025 | Jan 20, 2026 |
| Gibbs Wealth Management | History | New | 10,307 | 176 | 0.04% | — | 386 | +10,307 | New | Q4 2025 | Jan 23, 2026 |
| New Republic Capital, LLC | History | New | 11,040 | 175 | 0.05% | — | 387 | +11,040 | New | Q4 2025 | Feb 10, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 11,004 | 174 | 0.02% | 0.02% | 388 | -671 | -5.75% | Q4 2025 | Jan 22, 2026 |
| Walleye Trading LLC | History | No change | 10,946 | 173 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | New | 10,683 | 169 | 0.0% | — | 390 | +10,683 | New | Q4 2025 | Jan 09, 2026 |
| Eagle Bay Advisors LLC | History | New | 10,657 | 169 | 0.12% | — | 391 | +10,657 | New | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,630 | 168 | 0.0% | 0.0% | 392 | +131 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Reduced | 10,596 | 168 | 0.01% | 0.01% | 393 | -79 | -0.74% | Q4 2025 | Jan 20, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 10,564 | 167 | 0.0% | — | 394 | +10,564 | New | Q4 2025 | Feb 12, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 10,541 | 167 | 0.18% | 0.18% | 395 | -5,512 | -34.34% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 10,554 | 167 | 0.01% | 0.01% | 396 | +139 | 1.33% | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | New | 10,509 | 166 | 0.01% | — | 397 | +10,509 | New | Q4 2025 | Jan 21, 2026 |
| WEDBUSH SECURITIES INC | History | New | 10,431 | 165 | 0.0% | — | 398 | +10,431 | New | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 10,270 | 162 | 0.04% | — | 400 | +10,270 | New | Q4 2025 | Feb 09, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 10,250 | 162 | 0.04% | — | 401 | +10,250 | New | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,223 | 162 | 0.0% | 0.0% | 399 | -1,015 | -9.03% | Q4 2025 | Jan 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 10,200 | 161 | 0.01% | — | 402 | +10,200 | New | Q4 2025 | Jan 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 10,186 | 161 | 0.01% | — | 403 | +10,186 | New | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,149 | 160 | 0.0% | — | 405 | +10,149 | New | Q4 2025 | Feb 19, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,103 | 160 | 0.0% | 0.0% | 404 | -90 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 10,000 | 158 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| apricus wealth, LLC | History | No change | 10,000 | 158 | 0.08% | 0.09% | 407 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LRI Investments, LLC | History | No change | 9,764 | 154 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 9,055 | 143 | 0.0% | 0.0% | 409 | -5,031 | -35.72% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 8,202 | 130 | 0.01% | 0.01% | 410 | -77 | -0.93% | Q4 2025 | Feb 10, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 6,922 | 126 | 0.04% | — | 411 | +6,922 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 7,316 | 116 | 0.01% | 0.01% | 412 | -218 | -2.89% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6,908 | 109 | 0.01% | 0.01% | 413 | +616 | 9.79% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,731 | 106 | 0.0% | 0.0% | 414 | +731 | 12.18% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | Added to | 6,624 | 105 | 0.0% | 0.0% | 415 | +4,020 | 154.38% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,316 | 100 | 0.0% | 0.0% | 416 | +360 | 6.04% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Reduced | 5,500 | 87 | 0.02% | 0.02% | 417 | -88 | -1.57% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | Added to | 5,191 | 82 | 0.0% | 0.0% | 418 | +1,616 | 45.2% | Q4 2025 | Feb 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,894 | 75 | 0.05% | 0.04% | 419 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 4,224 | 68 | 0.01% | 0.01% | 420 | +380 | 9.89% | Q4 2025 | Jan 28, 2026 |
| Advisors Preferred, LLC | History | Reduced | 3,899 | 62 | 0.01% | 0.05% | 421 | -17,625 | -81.89% | Q4 2025 | Feb 02, 2026 |
| Community Bank, N.A. | History | No change | 3,903 | 61 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,348 | 53 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,301 | 52 | 0.01% | 0.01% | 424 | +1,649 | 99.82% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 3,202 | 50 | 0.01% | 0.01% | 425 | +102 | 3.29% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,972 | 47 | 0.0% | 0.0% | 426 | +175 | 6.26% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,482 | 46 | 0.0% | 0.0% | 427 | +2,178 | 716.45% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 2,801 | 44 | 0.0% | 0.0% | 428 | +148 | 5.58% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 2,574 | 41 | 0.0% | 0.0% | 429 | +320 | 14.2% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,562 | 40 | 0.0% | 0.0% | 430 | +1,256 | 96.17% | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,507 | 39 | 0.0% | 0.0% | 431 | +119 | 4.98% | Q4 2025 | Jan 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 2,238 | 35 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 2,173 | 34 | 0.05% | 0.05% | 433 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,836 | 29 | 0.0% | 0.02% | 434 | -13,866 | -88.31% | Q4 2025 | Jan 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,873 | 29 | 0.01% | 0.01% | 437 | +107 | 6.06% | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,846 | 29 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | No change | 1,832 | 29 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,615 | 28 | 0.0% | 0.0% | 438 | +341 | 26.77% | Q4 2025 | Feb 02, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,666 | 26 | 0.0% | — | 439 | +1,666 | New | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 1,637 | 25 | 0.0% | — | 441 | +1,637 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,629 | 25 | 0.0% | 0.0% | 440 | +151 | 10.22% | Q4 2025 | Jan 29, 2026 |
| Inlight Wealth Management, LLC | History | No change | 1,500 | 23 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 1,397 | 22 | 0.0% | 0.0% | 443 | +794 | 131.67% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 1,350 | 21 | 0.0% | 0.0% | 444 | +1,079 | 398.15% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 1,365 | 21 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,258 | 19 | 0.0% | 0.0% | 447 | -2,874 | -69.55% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | No change | 1,205 | 19 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,180 | 18 | 0.0% | — | 449 | +1,180 | New | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,173 | 18 | 0.0% | 0.0% | 448 | +776 | 195.47% | Q4 2025 | Feb 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,158 | 18 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| United Financial Planning Group LLC | History | New | 738 | 17 | 0.01% | — | 453 | +738 | New | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,096 | 17 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,093 | 17 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,066 | 16 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 981 | 15 | 0.01% | — | 457 | +981 | New | Q4 2025 | Feb 17, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 947 | 15 | 0.0% | — | 456 | +947 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,004 | 15 | 0.0% | 0.0% | 455 | -730 | -42.1% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Added to | 885 | 14 | 0.0% | 0.0% | 459 | +83 | 10.35% | Q4 2025 | Feb 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 891 | 14 | 0.0% | 0.0% | 458 | -63 | -6.6% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 869 | 13 | 0.0% | — | 461 | +869 | New | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 867 | 13 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | Added to | 794 | 12 | 0.0% | 0.0% | 462 | +342 | 75.66% | Q4 2025 | Jan 09, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 775 | 12 | 0.01% | 0.01% | 463 | +181 | 30.47% | Q4 2025 | Jan 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 747 | 11 | 0.0% | — | 464 | +747 | New | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 746 | 11 | 0.0% | 0.0% | 466 | +1 | 0.13% | Q4 2025 | Jan 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 726 | 11 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dunhill Financial, LLC | History | No change | 756 | 11 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Financial Management LLC | History | New | 672 | 10 | 0.01% | — | 472 | +672 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 661 | 10 | 0.0% | — | 468 | +661 | New | Q4 2025 | Mar 04, 2026 |
| YANKCOM Partnership | History | New | 661 | 10 | 0.0% | — | 471 | +661 | New | Q4 2025 | Jan 20, 2026 |
| Bare Financial Services, Inc | History | Reduced | 639 | 10 | 0.0% | 0.0% | 470 | -141 | -18.08% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 650 | 10 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 599 | 9 | 0.0% | 0.0% | 473 | +220 | 58.05% | Q4 2025 | Jan 23, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 620 | 9 | 0.01% | 0.01% | 475 | -7 | -1.12% | Q4 2025 | Feb 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 611 | 9 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 578 | 9 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | No change | 535 | 8 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 554 | 8 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Independence Bank of Kentucky | History | New | 480 | 7 | 0.0% | — | 481 | +480 | New | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | Added to | 474 | 7 | 0.0% | 0.0% | 484 | +74 | 18.5% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 458 | 7 | 0.0% | 0.0% | 479 | +69 | 17.74% | Q4 2025 | Feb 02, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 503 | 7 | 0.0% | 0.0% | 482 | +28 | 5.89% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 459 | 7 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Wealth Watch Advisors, INC | History | No change | 483 | 7 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 420 | 6 | 0.0% | 0.0% | 485 | -653 | -60.86% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | New | 440 | 6 | 0.0% | — | 488 | +440 | New | Q4 2025 | Jan 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 395 | 6 | 0.0% | — | 486 | +347 | 722.92% | Q4 2025 | Jan 30, 2026 |
| Bangor Savings Bank | History | No change | 429 | 6 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Benson Wealth Management INC | History | New | 371 | 5 | 0.01% | — | 494 | +371 | New | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 364 | 5 | 0.0% | — | 492 | +364 | New | Q4 2025 | Feb 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 330 | 5 | 0.0% | 0.0% | 490 | +136 | 70.1% | Q4 2025 | Jan 22, 2026 |
| HighMark Wealth Management LLC | History | Added to | 368 | 5 | 0.0% | 0.0% | 491 | +4 | 1.1% | Q4 2025 | Feb 05, 2026 |
| Clean Yield Group | History | No change | 339 | 5 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 327 | 5 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | New | 313 | 4 | 0.0% | — | 499 | +313 | New | Q4 2025 | Feb 11, 2026 |
| IMA Advisory Services, Inc. | History | New | 302 | 4 | 0.0% | — | 496 | +302 | New | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | New | 261 | 4 | 0.0% | — | 497 | +261 | New | Q4 2025 | Feb 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 303 | 4 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 287 | 4 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 215 | 3 | 0.0% | 0.0% | 500 | -215 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 178 | 2 | 0.0% | — | 502 | +178 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 177 | 2 | 0.0% | — | 508 | +177 | New | Q4 2025 | Feb 05, 2026 |
| Quaker Wealth Management, LLC | History | New | 158 | 2 | 0.0% | — | 505 | +158 | New | Q4 2025 | Jan 28, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 145 | 2 | 0.0% | — | 513 | +145 | New | Q4 2025 | Feb 10, 2026 |
| Stephens Consulting, LLC | History | New | 144 | 2 | 0.0% | — | 509 | +144 | New | Q4 2025 | Jan 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 127 | 2 | 0.0% | — | 503 | +127 | New | Q4 2025 | Feb 23, 2026 |
| CVA Family Office, LLC | History | Reduced | 147 | 2 | 0.0% | 0.0% | 507 | -79 | -34.96% | Q4 2025 | Jan 12, 2026 |
| Crewe Advisors LLC | History | Added to | 188 | 2 | 0.0% | 0.0% | 504 | +55 | 41.35% | Q4 2025 | Jan 16, 2026 |
| American Capital Advisory, LLC | History | Reduced | 156 | 2 | 0.0% | 0.0% | 511 | -1 | -0.64% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 146 | 2 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Avion Wealth | History | No change | 169 | 2 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthCollab, LLC | History | No change | 171 | 2 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Granite FO LLC | History | No change | 186 | 2 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advocate Investing Services LLC | History | New | 120 | 1 | 0.0% | — | 519 | +120 | New | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 120 | 1 | 0.0% | — | 520 | +120 | New | Q4 2025 | Feb 19, 2026 |
| Elevated Capital Advisors, LLC | History | New | 64 | 1 | 0.0% | — | 516 | +64 | New | Q4 2025 | Jan 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 122 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 112 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 120 | 1 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WPG Advisers, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.01% | — | -1,134,979 | -100.0% | Q3 2025 | Oct 29, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -583,228 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 1.08% | — | -124,956 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -103,814 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,575 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.12% | — | -48,406 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -32,083 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -20,728 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,033 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Carter Financial Group, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -16,752 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.06% | — | -15,217 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Accuvest Global Advisors | History | Closed out | 0 | 0 | — | 0.14% | — | -13,868 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Calydon Capital | History | Closed out | 0 | 0 | — | 0.03% | — | -11,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.01% | — | -11,242 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,224 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,433 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,860 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,762 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,685 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,416 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,207 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,135 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,095 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -787 | -100.0% | Q3 2025 | Oct 07, 2025 |
| First PREMIER Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -474 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -404 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BARCLAYS PLC | History | Reduced | 17 | 0 | — | 0.0% | — | -273 | -94.14% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 62 | 0 | — | 0.0% | — | -183 | -74.69% | Q4 2025 | Feb 06, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 03, 2025 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FIRST HORIZON CORP | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Jan 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2 | 0 | — | — | — | -45 | -95.74% | Q4 2025 | Feb 13, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2025 | Nov 17, 2025 |
| EFG International AG | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 17, 2026 |
| Bayforest Capital Ltd | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 15, 2026 |
| Kilter Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |