NBT BANCORP INC - NBTB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 29 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 | 7,402,233 | 307,340 | 0.01% | 0.01% | 1 | +152,297 | 2.1% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,048,345 | 251,127 | 0.0% | 0.0% | 2 | -14,105 | -0.23% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,432,727 | 101,006 | 0.0% | 0.0% | 3 | +21,447 | 0.89% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,300,834 | 95,531 | 0.02% | 0.02% | 4 | +8,044 | 0.35% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,272,936 | 52,861 | 0.0% | 0.0% | 5 | -802 | -0.06% | Q4 2025 | Feb 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 725,583 | 30,126 | 0.21% | 0.23% | 6 | -121,453 | -14.34% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 669,267 | 27,787 | 0.0% | 0.0% | 7 | -37,678 | -5.33% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 663,092 | 27,531 | 0.02% | 0.02% | 8 | +12,967 | 1.99% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 613,698 | 25,480 | 0.0% | 0.0% | 9 | -9,627 | -1.54% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 535,913 | 22,251 | 0.0% | 0.0% | 10 | +77,742 | 16.97% | Q4 2025 | Feb 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 496,089 | 20,597 | 0.39% | 0.51% | 11 | -114,752 | -18.79% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 463,019 | 19,224 | 0.0% | 0.0% | 12 | -40,954 | -8.13% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 445,670 | 18,568 | 0.01% | 0.01% | 13 | -44,964 | -9.16% | Q4 2025 | Feb 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 431,943 | 17,934 | 0.01% | — | 14 | +431,943 | New | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 403,927 | 16,771 | 0.06% | 0.06% | 15 | -1,094 | -0.27% | Q4 2025 | Feb 18, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 338,250 | 14,044 | 0.42% | 0.32% | 16 | +10,550 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 286,107 | 11,879 | 0.0% | 0.0% | 17 | +180,528 | 170.99% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 247,388 | 10,970 | 0.71% | 0.73% | 18 | -1,297 | -0.52% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 259,722 | 10,783 | 0.0% | 0.0% | 19 | -75,191 | -22.45% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 249,340 | 10,352 | 0.01% | 0.01% | 20 | -3,566 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 244,776 | 10,163 | 0.01% | 0.01% | 21 | +69,508 | 39.66% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 242,585 | 10,072 | 0.0% | 0.0% | 22 | +69,255 | 39.96% | Q4 2025 | Mar 25, 2026 |
| PL Capital Advisors, LLC | History | Reduced | 208,030 | 8,637 | 2.72% | 4.03% | 23 | -83,000 | -28.52% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 181,272 | 7,526 | 0.0% | 0.0% | 24 | -38,669 | -17.58% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 181,095 | 7,519 | 0.03% | 0.03% | 25 | -23,225 | -11.37% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 172,228 | 7,150 | 0.0% | 0.0% | 26 | +53,564 | 45.14% | Q4 2025 | Jan 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 166,568 | 6,947 | 0.01% | — | 27 | +166,568 | New | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 158,480 | 6,580 | 0.0% | 0.0% | 28 | -17,496 | -9.94% | Q4 2025 | Feb 19, 2026 |
| ProShare Advisors LLC | History | Added to | 150,927 | 6,266 | 0.01% | 0.01% | 29 | +77 | 0.05% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 144,086 | 5,982 | 0.0% | 0.0% | 30 | -4,229 | -2.85% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 137,305 | 5,700 | 0.01% | 0.01% | 31 | -21,253 | -13.4% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 133,908 | 5,559 | 0.0% | 0.0% | 32 | -4,593 | -3.32% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 132,452 | 5,499 | 0.0% | 0.0% | 33 | +15,863 | 13.61% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 130,437 | 5,415 | 0.0% | 0.0% | 34 | +9,921 | 8.23% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 122,075 | 5,068 | 0.0% | 0.0% | 35 | -39,475 | -24.44% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 114,677 | 4,761 | 0.01% | 22.68% | 36 | -2,336 | -2.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 111,667 | 4,636 | 0.0% | 0.0% | 37 | +86,051 | 335.93% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 107,986 | 4,628 | 0.01% | 0.01% | 38 | +12,925 | 13.6% | Q4 2025 | Jan 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 106,384 | 4,417 | 0.0% | 0.01% | 39 | -10,076 | -8.65% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 103,300 | 4,289 | 0.0% | 0.0% | 40 | +1,900 | 1.87% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 89,559 | 3,718 | 0.0% | 0.0% | 41 | +14,655 | 19.57% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 87,881 | 3,648 | 0.0% | 0.0% | 42 | -10,824 | -10.97% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 85,230 | 3,538 | 0.0% | 0.0% | 43 | -162,820 | -65.64% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 78,056 | 3,240 | 0.0% | 0.0% | 44 | -6,175 | -7.33% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 72,671 | 3,017 | 0.84% | 0.92% | 45 | -100 | -0.14% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | Added to | 71,852 | 2,983 | 0.0% | 0.0% | 46 | +47,550 | 195.66% | Q4 2025 | Jan 09, 2026 |
| Savant Capital, LLC | History | Added to | 70,855 | 2,941 | 0.02% | 0.02% | 47 | +185 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 70,616 | 2,931 | 0.07% | 0.01% | 48 | +55,701 | 373.46% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 64,405 | 2,674 | 0.0% | 0.0% | 49 | +6,710 | 11.63% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 62,570 | 2,597 | 0.0% | 0.0% | 50 | -23,689 | -27.46% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 61,773 | 2,564 | 0.0% | 0.0% | 51 | -7,600 | -10.96% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 60,579 | 2,515 | 0.0% | 0.0% | 52 | +22,780 | 60.27% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 60,400 | 2,508 | 0.0% | 0.0% | 53 | +5,142 | 9.31% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 58,669 | 2,435 | 0.0% | 0.0% | 54 | +28,705 | 95.8% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 57,495 | 2,387 | 0.0% | 0.0% | 55 | +20,490 | 55.37% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 55,838 | 2,318 | 0.0% | 0.0% | 56 | +14,349 | 34.59% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 50,257 | 2,086 | 0.0% | 0.0% | 57 | +1,345 | 2.75% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 50,193 | 2,084 | 0.0% | 0.0% | 58 | -710 | -1.39% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 49,794 | 2,067 | 0.04% | 0.05% | 59 | -5,206 | -9.47% | Q4 2025 | Feb 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 48,961 | 2,032 | 0.0% | 0.0% | 60 | -3,750 | -7.11% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 48,588 | 2,017 | 0.0% | 0.0% | 61 | -6,798 | -12.27% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 48,213 | 2,001 | 0.01% | 0.02% | 62 | -4,424 | -8.4% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 46,593 | 1,932 | 0.0% | 0.0% | 63 | -2,930 | -5.92% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 45,924 | 1,906 | 0.0% | 0.0% | 64 | +6,989 | 17.95% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 44,945 | 1,866 | 0.0% | 0.0% | 65 | -11,141 | -19.86% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 44,476 | 1,846 | 0.0% | — | 66 | +44,476 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 43,240 | 1,795 | 0.0% | 0.0% | 67 | +2,078 | 5.05% | Q4 2025 | Feb 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 42,416 | 1,761 | 0.08% | 0.06% | 68 | +4,230 | 11.08% | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 39,788 | 1,651 | 0.13% | 0.14% | 69 | -853 | -2.1% | Q4 2025 | Jan 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 38,888 | 1,615 | 0.0% | 0.0% | 70 | -200 | -0.51% | Q4 2025 | Jan 30, 2026 |
| ExodusPoint Capital Management, LP | History | New | 37,252 | 1,546 | 0.01% | — | 71 | +37,252 | New | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Added to | 37,115 | 1,541 | 0.19% | 0.21% | 72 | +1,524 | 4.28% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 36,317 | 1,507 | 0.0% | 0.0% | 73 | +43 | 0.12% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,266 | 1,505 | 0.0% | 0.0% | 74 | +3,378 | 10.27% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 35,096 | 1,457 | 0.0% | — | 75 | +35,096 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 34,996 | 1,453 | 0.0% | 0.0% | 76 | -4,067 | -10.41% | Q4 2025 | Feb 13, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 34,781 | 1,444 | 0.73% | 0.74% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 33,851 | 1,405 | 0.07% | 0.05% | 78 | +18,742 | 124.05% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,606 | 1,395 | 0.0% | 0.0% | 79 | +10,631 | 46.27% | Q4 2025 | Feb 17, 2026 |
| Members Advisory Group LLC | History | No change | 33,522 | 1,391 | 0.52% | 0.49% | 80 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 32,954 | 1,368 | 0.02% | 0.02% | 81 | -3,322 | -9.16% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 30,919 | 1,284 | 0.0% | — | 82 | +30,919 | New | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 29,418 | 1,221 | 0.01% | 0.02% | 83 | -14,168 | -32.51% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 29,006 | 1,204 | 0.1% | 0.02% | 84 | +22,048 | 316.87% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 28,929 | 1,200 | 0.01% | 0.01% | 85 | +397 | 1.39% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,458 | 1,181 | 0.01% | 0.01% | 86 | -1,796 | -5.94% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | New | 28,232 | 1,172 | 0.0% | — | 87 | +28,232 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 28,160 | 1,169 | 0.0% | 0.0% | 88 | +15 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 27,830 | 1,155 | 0.0% | 0.0% | 89 | -7,673 | -21.61% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 27,823 | 1,155 | 0.0% | 0.0% | 90 | +1,645 | 6.28% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 26,961 | 1,119 | 0.01% | 0.01% | 91 | -1,120 | -3.99% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 26,694 | 1,108 | 0.0% | 0.0% | 92 | -429 | -1.58% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 24,621 | 1,060 | 0.0% | 0.0% | 93 | -2,635 | -9.67% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 25,181 | 1,045 | 0.0% | — | 94 | +25,181 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 24,818 | 1,030 | 0.02% | 0.0% | 95 | +24,789 | 85479.31% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | No change | 24,068 | 1,005 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 24,000 | 996 | 0.02% | 0.02% | 97 | -100 | -0.41% | Q4 2025 | Jan 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 23,924 | 993 | 0.07% | 0.06% | 98 | +11,161 | 87.45% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 23,795 | 987 | 0.0% | 0.0% | 99 | -5 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 23,447 | 973 | 0.01% | — | 100 | +23,447 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,310 | 967 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Added to | 22,753 | 944 | 0.02% | 0.01% | 102 | +5,610 | 32.72% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 22,307 | 926 | 0.0% | 0.0% | 103 | +15,451 | 225.36% | Q4 2025 | Feb 13, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 22,071 | 916 | 0.01% | — | 104 | +22,071 | New | Q4 2025 | Feb 12, 2026 |
| Note Advisors, LLC | History | Added to | 19,535 | 882 | 0.45% | 0.48% | 105 | +120 | 0.62% | Q4 2025 | Feb 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 20,207 | 838 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 20,036 | 831 | 0.0% | 0.0% | 107 | +3,353 | 20.1% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 19,752 | 820 | 0.0% | 0.0% | 108 | -4,852 | -19.72% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 19,308 | 801 | 0.02% | 0.02% | 109 | -1,000 | -4.92% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,740 | 695 | 0.0% | 0.0% | 110 | +1,620 | 10.71% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,694 | 693 | 0.0% | 0.0% | 111 | -52,317 | -75.81% | Q4 2025 | Feb 12, 2026 |
| Community Bank, N.A. | History | Reduced | 16,475 | 684 | 0.08% | 0.09% | 112 | -600 | -3.51% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Reduced | 16,451 | 683 | 0.0% | 0.0% | 113 | -1,849 | -10.1% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 15,887 | 659 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,464 | 642 | 0.0% | 0.0% | 115 | +49 | 0.32% | Q4 2025 | Feb 10, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 15,439 | 641 | 0.37% | — | 116 | +15,439 | New | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,239 | 632 | 0.02% | 0.02% | 117 | +7 | 0.05% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 15,186 | 631 | 0.0% | 0.0% | 118 | +193 | 1.29% | Q4 2025 | Feb 05, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 15,152 | 629 | 0.41% | 0.39% | 119 | -1,427 | -8.61% | Q4 2025 | Feb 12, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 15,000 | 622 | 0.29% | 0.28% | 120 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 15,000 | 622 | 0.18% | 0.24% | 121 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,845 | 616 | 0.0% | 0.0% | 122 | +30 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 14,655 | 608 | 0.0% | 0.0% | 123 | -816 | -5.27% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,042 | 604 | 0.01% | 0.01% | 124 | -2,074 | -12.87% | Q4 2025 | Jan 21, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | No change | 14,480 | 601 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Horizon Investments, LLC | History | New | 14,343 | 595 | 0.01% | — | 126 | +14,343 | New | Q4 2025 | Feb 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 14,174 | 588 | 0.0% | 0.0% | 127 | +4 | 0.03% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 13,116 | 582 | 0.0% | 0.0% | 128 | -2,832 | -17.76% | Q4 2025 | Feb 18, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 13,829 | 574 | 0.13% | — | 129 | +13,829 | New | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 13,540 | 562 | 0.02% | 0.03% | 130 | +47 | 0.35% | Q4 2025 | Feb 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,086 | 543 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 12,988 | 539 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,951 | 537 | 0.0% | 0.0% | 133 | -392 | -2.94% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,908 | 536 | 0.0% | 0.0% | 134 | -1,067 | -7.64% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,703 | 527 | 0.0% | 0.0% | 135 | -1,802 | -12.42% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 12,196 | 506 | 0.0% | 0.0% | 136 | -9,767 | -44.47% | Q4 2025 | Jan 15, 2026 |
| Shelter Rock Management, LLC | History | New | 12,163 | 505 | 0.51% | — | 137 | +12,163 | New | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 12,004 | 498 | 0.01% | 0.01% | 138 | +171 | 1.45% | Q4 2025 | Feb 04, 2026 |
| North Star Investment Management Corp. | History | No change | 12,000 | 498 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 10,598 | 494 | 0.01% | 0.01% | 140 | -1,756 | -14.21% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 11,755 | 488 | 0.0% | 0.0% | 141 | -3,084 | -20.78% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 11,529 | 478 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,300 | 469 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Inspire Investing, LLC | History | Added to | 11,257 | 467 | 0.04% | 0.04% | 144 | +315 | 2.88% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 11,055 | 459 | 0.03% | 0.02% | 146 | +1,930 | 21.15% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,069 | 459 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | No change | 10,832 | 449 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 10,785 | 447 | 0.01% | 0.01% | 148 | -6,542 | -37.76% | Q4 2025 | Feb 17, 2026 |
| Stablepoint Partners, LLC | History | No change | 10,582 | 439 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,495 | 436 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 10,424 | 433 | 0.0% | 0.0% | 151 | +950 | 10.03% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 10,414 | 432 | 0.01% | — | 152 | +10,414 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 10,300 | 427 | 0.0% | 0.0% | 153 | +2,712 | 35.74% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,700 | 402 | 0.0% | — | 154 | +9,700 | New | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | New | 9,400 | 390 | 0.06% | — | 155 | +9,400 | New | Q4 2025 | Feb 04, 2026 |
| BURNEY CO/ | History | No change | 9,242 | 383 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | Added to | 9,081 | 377 | 0.0% | 0.0% | 157 | +2,298 | 33.88% | Q4 2025 | Jan 30, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 9,027 | 374 | 0.01% | 0.01% | 158 | +760 | 9.19% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | No change | 8,924 | 370 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 8,905 | 369 | 0.0% | — | 160 | +8,905 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 8,900 | 369 | 0.0% | 0.0% | 161 | -400 | -4.3% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,139 | 337 | 0.0% | 0.0% | 162 | +1,069 | 15.12% | Q4 2025 | Feb 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 7,988 | 331 | 0.04% | — | 163 | +7,988 | New | Q4 2025 | Jan 26, 2026 |
| PROFUND ADVISORS LLC | History | New | 7,863 | 326 | 0.01% | — | 164 | +7,863 | New | Q4 2025 | Feb 06, 2026 |
| BLB&B Advisors, LLC | History | No change | 7,656 | 317 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Portfolio Strategies, Inc. | History | No change | 7,628 | 316 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 7,608 | 315 | 0.01% | 0.01% | 167 | +76 | 1.01% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 7,517 | 312 | 0.0% | 0.0% | 168 | -1,917 | -20.32% | Q4 2025 | Feb 17, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 7,530 | 312 | 0.09% | 0.08% | 169 | +761 | 11.24% | Q4 2025 | Jan 20, 2026 |
| UNION SAVINGS BANK | History | New | 7,368 | 305 | 0.13% | — | 170 | +7,368 | New | Q4 2025 | Mar 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 7,280 | 302 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 7,223 | 299 | 0.0% | — | 172 | +7,223 | New | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,832 | 283 | 0.01% | 0.01% | 173 | +80 | 1.18% | Q4 2025 | Feb 18, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,802 | 282 | 0.05% | 0.05% | 174 | +2 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,640 | 275 | 0.0% | 0.0% | 175 | +82 | 1.25% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,299 | 261 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 6,135 | 254 | 0.0% | — | 177 | +6,135 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,036 | 251 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,979 | 248 | 0.0% | 0.0% | 179 | +110 | 1.87% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | New | 5,964 | 247 | 0.0% | — | 180 | +5,964 | New | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,957 | 247 | 0.0% | 0.0% | 181 | +19 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,576 | 231 | 0.0% | 0.0% | 182 | +294 | 5.57% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 5,358 | 222 | 0.0% | — | 183 | +5,358 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,326 | 221 | 0.0% | 0.0% | 184 | -170 | -3.09% | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Services, Inc. | History | New | 4,700 | 219 | 0.01% | — | 185 | +4,700 | New | Q4 2025 | Feb 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 5,226 | 217 | 0.0% | 0.0% | 186 | -115 | -2.15% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,190 | 215 | 0.0% | — | 187 | +5,190 | New | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 5,164 | 214 | 0.03% | 0.04% | 188 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Independent Advisor Alliance | History | Added to | 5,139 | 213 | 0.01% | 0.01% | 189 | +38 | 0.74% | Q4 2025 | Feb 04, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 5,044 | 209 | 0.02% | 0.02% | 190 | +25 | 0.5% | Q4 2025 | Feb 02, 2026 |
| DRW Securities, LLC | History | New | 5,010 | 208 | 0.01% | — | 191 | +5,010 | New | Q4 2025 | Feb 12, 2026 |
| Focused Wealth Management, Inc | History | Added to | 5,025 | 208 | 0.02% | 0.02% | 192 | +24 | 0.48% | Q4 2025 | Jan 29, 2026 |
| Man Group plc | History | New | 4,953 | 205 | 0.0% | — | 194 | +4,953 | New | Q4 2025 | Feb 17, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 4,938 | 205 | 0.09% | 0.11% | 193 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Asset Management Inc | History | New | 4,930 | 204 | 0.0% | — | 195 | +4,930 | New | Q4 2025 | Feb 10, 2026 |
| Daytona Street Capital LLC | History | New | 4,768 | 197 | 0.15% | — | 196 | +4,768 | New | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,280 | 177 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,727 | 154 | 0.0% | — | 198 | +3,727 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,624 | 150 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,304 | 137 | 0.01% | 0.01% | 200 | +63 | 1.94% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,991 | 124 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BIRCHBROOK, INC. | History | No change | 2,991 | 124 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,957 | 122 | 0.0% | 0.0% | 203 | -6,000 | -66.99% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,786 | 115 | 0.0% | 0.0% | 204 | -544 | -16.34% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,247 | 93 | 0.0% | 0.0% | 205 | +84 | 3.88% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,219 | 92 | 0.01% | — | 206 | +2,219 | New | Q4 2025 | Feb 13, 2026 |
| ESL Trust Services, LLC | History | No change | 2,058 | 85 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,004 | 83 | 0.0% | 0.0% | 208 | +1,349 | 205.95% | Q4 2025 | Mar 16, 2026 |
| KBC Group NV | History | No change | 1,984 | 82 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 1,904 | 79 | 0.0% | 0.0% | 210 | +123 | 6.91% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,873 | 77 | 0.0% | 0.0% | 211 | +51 | 2.8% | Q4 2025 | Jan 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,830 | 75 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1,534 | 63 | 0.0% | — | 213 | +1,534 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,398 | 58 | 0.0% | 0.0% | 214 | +184 | 15.16% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 1,190 | 49 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 1,057 | 43 | 0.0% | — | 217 | +1,057 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,037 | 43 | 0.0% | 0.0% | 218 | +399 | 62.54% | Q4 2025 | Feb 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,025 | 43 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,000 | 41 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | No change | 1,002 | 41 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quantbot Technologies LP | History | Reduced | 872 | 36 | 0.0% | 0.02% | 221 | -13,032 | -93.73% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 867 | 35 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 767 | 31 | 0.0% | 0.0% | 223 | -38 | -4.72% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 717 | 29 | 0.0% | 0.0% | 224 | -58 | -7.48% | Q4 2025 | Jan 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 674 | 28 | 0.0% | 0.0% | 225 | +183 | 37.27% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 662 | 27 | 0.0% | 0.0% | 226 | -28 | -4.06% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 591 | 25 | 0.0% | 0.0% | 227 | -104 | -14.96% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 579 | 24 | 0.0% | 0.0% | 228 | +8 | 1.4% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 533 | 22 | 0.01% | — | 230 | +533 | New | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 539 | 22 | 0.0% | 0.0% | 229 | -53 | -8.95% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 508 | 21 | 0.0% | 0.0% | 231 | +74 | 17.05% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 406 | 16 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | No change | 375 | 16 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | Added to | 375 | 15 | 0.0% | 0.0% | 234 | +1 | 0.27% | Q4 2025 | Feb 03, 2026 |
| Caldwell Trust Co | History | No change | 372 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 317 | 13 | 0.0% | — | 237 | +317 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 333 | 13 | 0.0% | — | 236 | +311 | 1413.64% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 308 | 12 | 0.0% | — | 238 | +308 | New | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 276 | 11 | 0.0% | 0.0% | 240 | -295 | -51.66% | Q4 2025 | Jan 28, 2026 |
| Quarry LP | History | Added to | 272 | 11 | 0.0% | 0.0% | 241 | +100 | 58.14% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 281 | 11 | 0.0% | 0.0% | 239 | +88 | 45.6% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 217 | 9 | 0.0% | 0.0% | 242 | -4 | -1.81% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | No change | 228 | 9 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 200 | 8 | 0.0% | 0.0% | 245 | -5,350 | -96.4% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 207 | 8 | 0.0% | 0.0% | 246 | +2 | 0.98% | Q4 2025 | Jan 14, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 181 | 7 | 0.0% | — | 247 | +181 | New | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 146 | 6 | 0.0% | — | 248 | +146 | New | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 124 | 5 | 0.0% | 0.0% | 249 | -662 | -84.22% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 138 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | New | 86 | 3 | 0.0% | — | 252 | +86 | New | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | New | 79 | 3 | 0.0% | — | 254 | +79 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 94 | 3 | 0.0% | 0.0% | 251 | +19 | 25.33% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | No change | 96 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Colonial Trust Co / SC | History | New | 66 | 2 | 0.0% | — | 256 | +66 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 50 | 2 | 0.0% | — | 257 | +50 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 49 | 2 | 0.0% | 0.0% | 255 | -12 | -19.67% | Q4 2025 | Feb 02, 2026 |
| Optiver Holding B.V. | History | Reduced | 28 | 1 | 0.0% | 0.0% | 261 | -248 | -89.86% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 30 | 1 | 0.0% | — | 258 | +30 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 45 | 1 | 0.0% | 0.0% | 262 | +4 | 9.76% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 29 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 45 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -59,807 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -54,904 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,341 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,766 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,020 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,310 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -9,159 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,783 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,818 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,924 | -100.0% | Q3 2025 | Jan 13, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -5,870 | -100.0% | Q3 2025 | Nov 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,302 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -2,528 | -99.84% | Q4 2025 | Jan 20, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,603 | -100.0% | Q3 2025 | Nov 03, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Jan 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 14, 2026 |
| True Wealth Design, LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q4 2025 | Jan 08, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |