MAXLINEAR, INC - MXL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 13,528,810 | 235,807 | 0.0% | 0.0% | 1 | +290,659 | 2.2% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 13,326,387 | 232,278 | 0.0% | 0.0% | 2 | +605,903 | 4.76% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 5,474,232 | 95,415 | 0.0% | 0.0% | 3 | +4,688,666 | 596.85% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 4,563,992 | 79,550 | 0.0% | 0.0% | 4 | -19,462 | -0.42% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 3,056,713 | 53,278 | 0.04% | — | 5 | +3,056,713 | New | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 2,149,589 | 37,467 | 0.01% | 0.0% | 6 | +1,736,141 | 419.92% | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,045,160 | 35,647 | 0.0% | 0.01% | 7 | -883,823 | -30.18% | Q4 2025 | Mar 25, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,038,144 | 35,531 | 0.0% | 0.0% | 8 | +28,548 | 1.42% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,576,634 | 27,481 | 0.01% | 0.01% | 9 | +6,052 | 0.39% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,402,556 | 24,446 | 0.02% | 0.03% | 10 | -423,703 | -23.2% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,277,270 | 22,262 | 0.0% | 0.0% | 11 | +551,243 | 75.93% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 1,254,309 | 21,862 | 0.01% | 0.01% | 12 | +30,459 | 2.49% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,140,886 | 19,885 | 0.0% | 0.0% | 13 | +19,904 | 1.78% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 961,321 | 16,756 | 0.26% | 0.22% | 14 | +152,000 | 18.78% | Q4 2025 | Feb 17, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 861,000 | 15,007 | 0.63% | 0.09% | 15 | +734,875 | 582.66% | Q4 2025 | Feb 12, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 819,504 | 14,283 | 0.15% | 0.18% | 16 | -430,741 | -34.45% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 787,560 | 13,727 | 0.0% | 0.0% | 17 | -40,665 | -4.91% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 758,109 | 13,213 | 0.01% | 0.0% | 18 | +224,217 | 42.0% | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 749,528 | 13,064 | 0.02% | 0.01% | 19 | +274,432 | 57.76% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 656,319 | 11,439 | 0.01% | 0.01% | 20 | +10,948 | 1.7% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 644,370 | 11,231 | 0.0% | 0.0% | 21 | +3,379 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Defiance ETFs, LLC | History | New | 618,284 | 10,943 | 0.36% | — | 22 | +618,284 | New | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 618,284 | 10,776 | 0.13% | 0.12% | 23 | -12,958 | -2.05% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 600,295 | 10,463 | 0.0% | 0.0% | 24 | +272,679 | 83.23% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 599,915 | 10,456 | 0.0% | 0.0% | 25 | -171,367 | -22.22% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 574,614 | 10,015 | 0.01% | 0.01% | 26 | +222,580 | 63.23% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 566,573 | 9,875 | 0.0% | 0.0% | 27 | +46,814 | 9.01% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 532,904 | 9,288 | 0.03% | 0.04% | 28 | -202,011 | -27.49% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 491,323 | 8,563 | 0.0% | 0.0% | 29 | +20,120 | 4.27% | Q4 2025 | Feb 10, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 475,111 | 8,281 | 0.71% | 0.67% | 30 | -9,055 | -1.87% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 464,226 | 8,091 | 0.0% | 0.01% | 31 | -84,708 | -15.43% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 461,283 | 8,040 | 0.06% | 0.05% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 401,349 | 6,995 | 0.01% | 0.02% | 33 | -206,900 | -34.02% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 391,680 | 6,826 | 0.0% | 0.0% | 34 | -3,617 | -0.92% | Q4 2025 | Feb 02, 2026 |
| 1492 Capital Management LLC | History | Added to | 317,738 | 5,538 | 2.12% | 2.03% | 35 | +5,403 | 1.73% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Added to | 300,757 | 5,242 | 0.05% | 0.04% | 36 | +65,942 | 28.08% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 299,677 | 5,223 | 0.0% | 0.0% | 37 | -82,158 | -21.52% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 291,668 | 5,083 | 0.01% | 0.02% | 38 | -349,909 | -54.54% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 284,282 | 4,955 | 0.02% | 0.02% | 39 | -34,959 | -10.95% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 281,973 | 4,914 | 0.0% | 0.0% | 40 | -251,770 | -47.17% | Q4 2025 | Feb 11, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 250,448 | 4,365 | 0.01% | 0.01% | 41 | -60,367 | -19.42% | Q4 2025 | Jan 09, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 242,610 | 4,228 | 0.0% | 0.01% | 42 | -518,430 | -68.12% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 242,246 | 4,222 | 0.0% | 0.0% | 43 | -16,426 | -6.35% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 238,039 | 4,149 | 0.12% | 0.14% | 44 | -56,941 | -19.3% | Q4 2025 | Feb 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 235,595 | 4,106 | 0.63% | 0.59% | 45 | -4,674 | -1.95% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 216,515 | 3,773 | 0.0% | 0.01% | 46 | -210,421 | -49.29% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 214,755 | 3,743 | 0.0% | 0.0% | 47 | -95,635 | -30.81% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 213,149 | 3,715 | 0.13% | — | 48 | +213,149 | New | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 203,992 | 3,552 | 0.01% | 0.01% | 49 | -11,448 | -5.31% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 198,327 | 3,456 | 0.0% | 0.0% | 50 | -9,344 | -4.5% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 194,539 | 3,390 | 0.0% | 0.0% | 51 | +153,652 | 375.8% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 177,850 | 3,100 | 0.0% | 0.0% | 52 | +149,264 | 522.16% | Q4 2025 | Jan 09, 2026 |
| Swiss National Bank | History | Added to | 163,173 | 2,844 | 0.0% | 0.0% | 53 | +4,100 | 2.58% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 154,827 | 2,698 | 0.0% | 0.0% | 54 | -17,832 | -10.33% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Reduced | 152,748 | 2,662 | 0.17% | 0.18% | 55 | -21,478 | -12.33% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 150,484 | 2,622 | 0.03% | 0.02% | 56 | +65,809 | 77.72% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 149,928 | 2,613 | 0.0% | 0.01% | 57 | -1,070,644 | -87.72% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 148,293 | 2,584 | 0.0% | 0.0% | 58 | -12,370 | -7.7% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 147,769 | 2,575 | 0.0% | 0.0% | 59 | -187,797 | -55.96% | Q4 2025 | Feb 12, 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | History | New | 145,000 | 2,527 | 1.67% | — | 60 | +145,000 | New | Q4 2025 | Feb 17, 2026 |
| Polar Asset Management Partners Inc. | History | New | 144,186 | 2,513 | 0.03% | — | 61 | +144,186 | New | Q4 2025 | Feb 17, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Reduced | 140,000 | 2,440 | 0.15% | 0.17% | 62 | -15,000 | -9.68% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 139,458 | 2,430 | 0.01% | 0.01% | 63 | +46,573 | 50.14% | Q4 2025 | Feb 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 135,901 | 2,368 | 0.44% | 0.43% | 64 | -6,598 | -4.63% | Q4 2025 | Jan 30, 2026 |
| Jump Financial, LLC | History | Reduced | 123,300 | 2,149 | 0.03% | 0.07% | 65 | -248,142 | -66.81% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 112,113 | 1,954 | 0.0% | — | 66 | +112,113 | New | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 106,443 | 1,855 | 0.0% | 0.0% | 67 | -234,166 | -68.75% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 102,300 | 1,783 | 0.0% | 0.0% | 68 | +62,400 | 156.39% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 98,907 | 1,723 | 0.0% | 0.0% | 69 | -135,664 | -57.83% | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 93,251 | 1,625 | 0.04% | 0.04% | 70 | -3,450 | -3.57% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 90,086 | 1,570 | 0.0% | 0.0% | 71 | -4 | -0.0% | Q4 2025 | Feb 17, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 87,803 | 1,530 | 0.42% | 0.22% | 72 | +40,220 | 84.53% | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | Reduced | 81,700 | 1,424 | 0.01% | 0.01% | 73 | -29,629 | -26.61% | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 81,676 | 1,423 | 0.26% | — | 74 | +81,676 | New | Q4 2025 | Mar 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 81,354 | 1,418 | 0.0% | 0.0% | 75 | -16,365 | -16.75% | Q4 2025 | Jan 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 81,047 | 1,412 | 0.0% | 0.0% | 76 | -26 | -0.03% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 80,100 | 1,396 | 0.0% | 0.0% | 77 | +24,800 | 44.85% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 78,934 | 1,376 | 0.0% | 0.0% | 78 | +2,839 | 3.73% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 78,359 | 1,365 | 0.0% | 0.01% | 79 | -424,405 | -84.41% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 77,217 | 1,345 | 0.0% | 31.89% | 80 | -349,978 | -81.92% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 76,813 | 1,338 | 0.04% | 0.05% | 81 | -38,597 | -33.44% | Q4 2025 | Feb 10, 2026 |
| Legato Capital Management LLC | History | Reduced | 76,754 | 1,337 | 0.12% | 0.15% | 82 | -6,528 | -7.84% | Q4 2025 | Feb 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 76,387 | 1,331 | 0.0% | 0.0% | 83 | -5,536 | -6.76% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 72,444 | 1,262 | 0.0% | — | 84 | +72,444 | New | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 68,568 | 1,195 | 0.08% | — | 85 | +68,568 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 68,179 | 1,189 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 67,452 | 1,175 | 0.0% | 0.0% | 87 | -347,917 | -83.76% | Q4 2025 | Jan 29, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 63,929 | 1,114 | 0.06% | 0.07% | 88 | -11,328 | -15.05% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 62,060 | 1,081 | 0.01% | 0.01% | 89 | -2,309 | -3.59% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 61,400 | 1,070 | 0.0% | 0.0% | 90 | +47,100 | 329.37% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 60,837 | 1,060 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Laurion Capital Management LP | History | Added to | 60,596 | 1,056 | 0.04% | 0.0% | 92 | +50,596 | 505.96% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 59,469 | 1,036 | 0.02% | — | 93 | +59,469 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 58,426 | 1,018 | 0.0% | — | 94 | +58,426 | New | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Added to | 58,007 | 1,011 | 0.06% | 0.03% | 95 | +23,510 | 68.15% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 56,435 | 984 | 0.0% | 0.0% | 96 | -2,618 | -4.43% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,427 | 966 | 0.0% | 0.0% | 97 | +52 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 55,000 | 958 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 54,622 | 952 | 0.02% | 0.03% | 99 | +23,417 | 75.04% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 53,302 | 929 | 0.0% | 0.0% | 100 | +39,024 | 273.32% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 60,090 | 916 | 0.0% | 0.0% | 101 | -3,319 | -5.23% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 50,316 | 887 | 0.0% | 0.0% | 102 | -15,421 | -23.46% | Q4 2025 | Mar 20, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 45,677 | 795 | 0.01% | 0.01% | 103 | +632 | 1.4% | Q4 2025 | Jan 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 45,484 | 792 | 0.01% | 0.01% | 104 | -25,444 | -35.87% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 45,441 | 792 | 0.0% | 0.0% | 105 | -2,471 | -5.16% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 43,052 | 750 | 0.0% | 0.0% | 106 | +471 | 1.11% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,876 | 729 | 0.0% | 0.0% | 107 | +12,668 | 43.37% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 38,307 | 667 | 0.0% | 0.0% | 108 | +382 | 1.01% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 37,789 | 658 | 0.0% | 0.0% | 109 | +10,586 | 38.91% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 37,600 | 655 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 37,236 | 649 | 0.0% | 0.0% | 111 | -12,632 | -25.33% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 36,900 | 643 | 0.0% | 0.0% | 112 | +9,600 | 35.16% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 36,681 | 639 | 0.0% | 0.0% | 113 | +7,400 | 25.27% | Q4 2025 | Feb 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 35,679 | 621 | 0.0% | — | 114 | +35,679 | New | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 35,231 | 614 | 0.01% | 0.01% | 115 | -5,697 | -13.92% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 35,112 | 612 | 0.0% | 0.0% | 116 | -1,113 | -3.07% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 34,859 | 607 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 33,870 | 590 | 0.01% | 0.04% | 118 | -73,181 | -68.36% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 32,848 | 572 | 0.0% | 0.0% | 119 | +1,805 | 5.81% | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 31,287 | 545 | 0.05% | 0.1% | 120 | -41,175 | -56.82% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 30,532 | 532 | 0.0% | 0.0% | 121 | -8,782 | -22.34% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 29,825 | 520 | 0.0% | 0.0% | 122 | -10,192 | -25.47% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 29,738 | 518 | 0.01% | 0.0% | 123 | -12,278 | -29.22% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 28,875 | 503 | 0.0% | 0.0% | 124 | +5,963 | 26.03% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 28,014 | 486 | 0.0% | 0.0% | 125 | -5,102 | -15.41% | Q4 2025 | Feb 18, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 27,098 | 472 | 0.07% | 0.17% | 126 | -41,966 | -60.76% | Q4 2025 | Feb 11, 2026 |
| Inspire Investing, LLC | History | Reduced | 26,580 | 463 | 0.04% | 0.04% | 127 | -2,179 | -7.58% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 25,355 | 441 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Reduced | 24,851 | 433 | 0.0% | 0.0% | 129 | -44,357 | -64.09% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 24,822 | 432 | 0.0% | 0.0% | 130 | -2,670 | -9.71% | Q4 2025 | Feb 11, 2026 |
| ALTFEST L J & CO INC | History | New | 24,340 | 424 | 0.05% | — | 131 | +24,340 | New | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 24,336 | 424 | 0.0% | 0.0% | 132 | -2,297 | -8.62% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,863 | 423 | 0.0% | 0.0% | 133 | -3,015 | -12.12% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Added to | 23,847 | 416 | 0.0% | 0.0% | 134 | +637 | 2.74% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,842 | 415 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,893 | 408 | 0.0% | 0.0% | 136 | -1,641 | -7.28% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,198 | 404 | 0.0% | 0.0% | 137 | +699 | 3.11% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 22,878 | 398 | 0.0% | 0.0% | 138 | -1,417 | -5.83% | Q4 2025 | Jan 28, 2026 |
| HRT FINANCIAL LP | History | New | 22,782 | 397 | 0.0% | — | 139 | +22,782 | New | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 22,764 | 396 | 0.0% | — | 140 | +22,764 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,551 | 393 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 22,500 | 392 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 22,122 | 386 | 0.0% | 0.0% | 143 | -6,137 | -21.72% | Q4 2025 | Jan 26, 2026 |
| Weil Company, Inc. | History | No change | 22,100 | 385 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,299 | 371 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 20,333 | 354 | 0.0% | 0.0% | 146 | -513 | -2.46% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 20,215 | 353 | 0.0% | 0.0% | 147 | -1,774 | -8.07% | Q4 2025 | Jan 29, 2026 |
| Rathbones Group PLC | History | No change | 19,420 | 338 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 18,739 | 326 | 0.0% | 0.0% | 149 | +296 | 1.6% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 18,500 | 322 | 0.0% | 0.0% | 150 | -3,500 | -15.91% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 17,430 | 303 | 0.0% | 0.0% | 151 | -398 | -2.23% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 17,246 | 300 | 0.0% | 0.0% | 152 | +4,872 | 39.37% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 16,978 | 295 | 0.0% | 0.0% | 153 | -15,446 | -47.64% | Q4 2025 | Jan 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 16,785 | 292 | 0.0% | 0.0% | 154 | -4,513 | -21.19% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 16,048 | 279 | 0.0% | 0.0% | 155 | +664 | 4.32% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,721 | 256 | 0.0% | 0.0% | 156 | -141,893 | -90.6% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,074 | 245 | 0.0% | 0.0% | 157 | +577 | 4.28% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 12,800 | 223 | 0.0% | 0.0% | 158 | -16,100 | -55.71% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 12,658 | 220 | 0.01% | — | 159 | +12,658 | New | Q4 2025 | Jan 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 12,096 | 210 | 0.0% | 0.0% | 160 | +328 | 2.79% | Q4 2025 | Feb 17, 2026 |
| nVerses Capital, LLC | History | New | 11,697 | 203 | 0.45% | — | 161 | +11,697 | New | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | New | 11,300 | 198 | 0.0% | — | 162 | +11,300 | New | Q4 2025 | Jan 27, 2026 |
| Pictet Asset Management Holding SA | History | New | 10,884 | 189 | 0.0% | — | 163 | +10,884 | New | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,737 | 187 | 0.0% | 0.0% | 164 | -163 | -1.5% | Q4 2025 | Feb 13, 2026 |
| AXQ CAPITAL, LP | History | Added to | 10,470 | 182 | 0.04% | 0.06% | 165 | +387 | 3.84% | Q4 2025 | Feb 10, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 10,144 | 176 | 0.04% | 0.12% | 166 | -14,214 | -58.35% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,054 | 175 | 0.0% | 0.0% | 167 | -656 | -6.13% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,434 | 164 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,661 | 133 | 0.0% | 0.0% | 169 | +4,101 | 115.2% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,055 | 122 | 0.0% | 0.0% | 170 | +5,808 | 465.76% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,821 | 118 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 5,958 | 103 | 0.01% | 0.01% | 172 | +279 | 4.91% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,799 | 101 | 0.0% | 0.0% | 173 | -431 | -6.92% | Q4 2025 | Jan 30, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 5,662 | 98 | 0.0% | 0.0% | 174 | -13,150 | -69.9% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 5,385 | 93 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| State of Wyoming | History | New | 4,346 | 75 | 0.01% | — | 176 | +4,346 | New | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,213 | 73 | 0.0% | 0.0% | 177 | -734 | -14.84% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,975 | 69 | 0.0% | 0.0% | 178 | +146 | 3.81% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Reduced | 3,350 | 58 | 0.0% | 0.01% | 179 | -1,525 | -31.28% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,247 | 56 | 0.0% | 0.0% | 180 | +72 | 2.27% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,185 | 38 | 0.0% | 0.0% | 182 | +92 | 4.4% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | No change | 2,214 | 38 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,156 | 37 | 0.0% | 0.0% | 183 | -61 | -2.75% | Q4 2025 | Jan 15, 2026 |
| STRS OHIO | History | Reduced | 2,100 | 36 | 0.0% | 0.0% | 184 | -3,700 | -63.79% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,799 | 31 | 0.0% | — | 185 | +1,799 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,542 | 26 | 0.0% | — | 187 | +1,542 | New | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,508 | 26 | 0.0% | 0.0% | 186 | +3 | 0.2% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,446 | 25 | 0.0% | — | 188 | +1,446 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,431 | 25 | 0.0% | 0.0% | 189 | +726 | 102.98% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,416 | 24 | 0.0% | 0.0% | 190 | +875 | 161.74% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,346 | 23 | 0.0% | 0.0% | 191 | -764 | -36.21% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,288 | 22 | 0.01% | 0.01% | 192 | -98 | -7.07% | Q4 2025 | Jan 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,133 | 20 | 0.0% | 0.0% | 193 | +335 | 41.98% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,139 | 19 | 0.0% | — | 194 | +1,139 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,040 | 18 | 0.0% | 0.0% | 195 | +680 | 188.89% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 796 | 14 | 0.0% | 0.0% | 196 | +507 | 175.43% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 517 | 9 | 0.0% | 0.0% | 197 | +180 | 53.41% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 541 | 9 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 501 | 8 | 0.0% | — | 202 | +501 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 475 | 8 | 0.0% | 0.0% | 201 | +246 | 107.42% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 485 | 8 | 0.0% | 0.0% | 199 | +35 | 7.78% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | No change | 467 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 402 | 7 | 0.0% | 0.0% | 204 | -7,006 | -94.57% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 449 | 7 | 0.0% | 0.0% | 203 | -19 | -4.06% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 318 | 6 | 0.0% | — | 206 | +318 | New | Q4 2025 | Jan 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 400 | 6 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Planning,Inc | History | New | 300 | 5 | 0.0% | — | 208 | +300 | New | Q4 2025 | Feb 03, 2026 |
| Truvestments Capital LLC | History | No change | 338 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 270 | 4 | 0.0% | 0.0% | 210 | +200 | 285.71% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 247 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 180 | 3 | 0.0% | 0.0% | 214 | -158 | -46.75% | Q4 2025 | Mar 16, 2026 |
| Avion Wealth | History | Added to | 201 | 3 | 0.0% | 0.0% | 215 | +62 | 44.6% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 175 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 223 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 203 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| City State Bank | History | No change | 200 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 147 | 2 | 0.0% | 0.0% | 217 | +9 | 6.52% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 163 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bare Financial Services, Inc | History | Added to | 63 | 1 | 0.0% | — | 222 | +26 | 70.27% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 62 | 1 | 0.0% | — | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AIGH Capital Management LLC | History | Closed out | 0 | 0 | — | 5.02% | — | -1,107,504 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -769,349 | -100.0% | Q3 2025 | Nov 17, 2025 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -205,893 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -99,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -84,969 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -75,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -73,362 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -38,323 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 2.22% | — | -28,862 | -100.0% | Q3 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.05% | — | -24,443 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -19,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,313 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,958 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,536 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,523 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,230 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.02% | — | -11,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Advisory Group L.L.C. | History | Closed out | 0 | 0 | — | 0.09% | — | -10,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Reduced | 5 | 0 | — | 0.01% | — | -2,182 | -99.77% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -561 | -96.56% | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5 | 0 | — | 0.0% | — | -98 | -95.15% | Q4 2025 | Feb 03, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 38 | 0 | — | — | — | -8 | -17.39% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Covestor Ltd | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |