nCino, Inc. - NCNO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 11,857,473 | 304,025 | 0.0% | 0.0% | 1 | -67,230 | -0.56% | Q4 2025 | Jan 29, 2026 |
| HMI Capital Management, L.P. | History | No change | 6,775,973 | 173,735 | 14.26% | 10.61% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 5,900,991 | 151,301 | 0.41% | 0.46% | 3 | -1,112,363 | -15.86% | Q4 2025 | Feb 13, 2026 |
| Capital International Investors | History | Reduced | 5,854,698 | 150,114 | 0.02% | 0.03% | 4 | -2,059 | -0.04% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 5,317,184 | 136,332 | 0.0% | 0.0% | 5 | +33,379 | 0.63% | Q4 2025 | Feb 12, 2026 |
| Senvest Management, LLC | History | Added to | 4,078,276 | 104,566 | 3.24% | 2.1% | 6 | +1,658,868 | 68.57% | Q4 2025 | Feb 12, 2026 |
| Long Path Partners LP | History | Added to | 3,666,222 | 94,001 | 32.15% | 32.99% | 7 | +300,221 | 8.92% | Q4 2025 | Feb 17, 2026 |
| TREMBLANT CAPITAL GROUP | History | Added to | 3,533,706 | 90,604 | 2.31% | 1.85% | 8 | +2,872,429 | 434.38% | Q4 2025 | Feb 17, 2026 |
| Spyglass Capital Management LLC | History | Added to | 2,909,880 | 74,609 | 3.73% | 3.11% | 9 | +760,790 | 35.4% | Q4 2025 | Feb 17, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 2,861,024 | 73,356 | 1.23% | 0.99% | 10 | +585,786 | 25.75% | Q4 2025 | Feb 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,345,465 | 60,141 | 0.01% | 0.01% | 11 | -110,374 | -4.49% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,341,532 | 60,036 | 0.03% | 0.01% | 12 | +1,696,051 | 262.76% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,236,694 | 57,350 | 0.01% | 0.0% | 13 | +627,413 | 38.99% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 2,133,200 | 54,695 | 0.0% | 0.0% | 14 | -481,403 | -18.41% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 2,127,585 | 54,551 | 0.04% | 0.04% | 15 | -24,670 | -1.15% | Q4 2025 | Feb 11, 2026 |
| BAMCO INC /NY/ | History | Added to | 2,102,737 | 53,914 | 0.15% | 0.15% | 16 | +49,025 | 2.39% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 2,027,809 | 51,993 | 2.29% | 2.2% | 17 | -12,494 | -0.61% | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 1,973,671 | 50,604 | 0.3% | — | 18 | +1,973,671 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,969,064 | 50,486 | 0.0% | 0.0% | 19 | +43,476 | 2.26% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,913,092 | 49,062 | 0.0% | 0.0% | 20 | +6,081 | 0.32% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,793,139 | 45,976 | 0.25% | 0.3% | 21 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lead Edge Capital Management, LLC | History | Added to | 1,687,480 | 43,266 | 11.1% | 11.49% | 22 | +83,351 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Owls Nest Partners IA, LLC | History | Added to | 1,585,623 | 40,655 | 11.26% | 10.04% | 23 | +252,584 | 18.95% | Q4 2025 | Feb 13, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 1,486,337 | 38,109 | 0.15% | 0.11% | 24 | +490,644 | 49.28% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,402,586 | 35,962 | 0.01% | 0.01% | 25 | +39,196 | 2.87% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,360,144 | 34,874 | 0.01% | 0.01% | 26 | +212,247 | 18.49% | Q4 2025 | Feb 11, 2026 |
| Ophir Asset Management Pty Ltd | History | New | 1,325,484 | 33,985 | 3.81% | — | 27 | +1,325,484 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,233,895 | 31,637 | 0.03% | 0.03% | 28 | +62,146 | 5.3% | Q4 2025 | Feb 13, 2026 |
| Hood River Capital Management LLC | History | Added to | 1,226,726 | 31,453 | 0.34% | 0.39% | 29 | +13,606 | 1.12% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,158,744 | 29,710 | 0.0% | 0.0% | 30 | +111,963 | 10.7% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,142,457 | 29,292 | 0.0% | 0.0% | 31 | -21,196 | -1.82% | Q4 2025 | Feb 13, 2026 |
| Shannon River Fund Management LLC | History | Reduced | 1,135,922 | 29,125 | 4.57% | 6.89% | 32 | -442,974 | -28.06% | Q4 2025 | Feb 17, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 1,132,864 | 29,046 | 1.99% | 2.19% | 33 | -24,887 | -2.15% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,114,331 | 28,571 | 0.0% | 0.0% | 34 | -1,399,355 | -55.67% | Q4 2025 | Feb 17, 2026 |
| Tensile Capital Management LP | History | Added to | 1,085,142 | 27,823 | 3.6% | 3.05% | 35 | +183,603 | 20.37% | Q4 2025 | Feb 17, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 1,032,782 | 26,492 | 2.1% | 0.87% | 36 | +750,744 | 266.19% | Q4 2025 | Feb 10, 2026 |
| Kinetic Partners Management, LP | History | Added to | 949,000 | 24,332 | 1.18% | 0.92% | 37 | +250,000 | 35.77% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 922,829 | 23,661 | 0.03% | 0.05% | 38 | -266,127 | -22.38% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 902,367 | 23,136 | 0.0% | 0.0% | 39 | -222,958 | -19.81% | Q4 2025 | Jan 29, 2026 |
| Freestone Grove Partners LP | History | Added to | 807,343 | 20,700 | 0.15% | 0.06% | 40 | +495,541 | 158.93% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 778,848 | 19,969 | 0.01% | 0.01% | 41 | -35,319 | -4.34% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 746,438 | 19,138 | 0.01% | 0.01% | 42 | -23,558 | -3.06% | Q4 2025 | Jan 22, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 739,559 | 18,962 | 1.56% | 1.88% | 43 | -944,557 | -56.09% | Q4 2025 | Feb 17, 2026 |
| Wolf Hill Capital Management, LP | History | New | 671,156 | 17,208 | 1.9% | — | 44 | +671,156 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 663,125 | 17,002 | 0.0% | 0.0% | 45 | +119,144 | 21.9% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 632,771 | 16,224 | 0.01% | 0.0% | 46 | +412,547 | 187.33% | Q4 2025 | Feb 18, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | New | 617,800 | 15,840 | 0.73% | — | 47 | +617,800 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 592,684 | 15,196 | 0.0% | 0.0% | 48 | -55,175 | -8.52% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 568,321 | 14,571 | 0.07% | 0.0% | 49 | +565,835 | 22760.86% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 562,570 | 14,424 | 0.31% | 0.31% | 50 | +49,685 | 9.69% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 558,060 | 14,308 | 0.11% | — | 51 | +558,060 | New | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 556,457 | 14,268 | 0.01% | 0.08% | 52 | -4,107,884 | -88.07% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 555,343 | 14,238 | 0.0% | 0.0% | 53 | -31,848 | -5.42% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 511,226 | 13,107 | 0.02% | 0.07% | 54 | -1,557,407 | -75.29% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 504,211 | 12,927 | 0.0% | 0.0% | 55 | -88,831 | -14.98% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 489,652 | 12,554 | 0.02% | 0.02% | 56 | -46,344 | -8.65% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 474,970 | 12,178 | 0.04% | 0.02% | 57 | +228,301 | 92.55% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 473,867 | 12,149 | 0.36% | 0.3% | 58 | +73,099 | 18.24% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 446,599 | 11,450 | 0.0% | 0.0% | 59 | -97,776 | -17.96% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 437,422 | 11,215 | 0.0% | 0.0% | 60 | +45,372 | 11.57% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 437,242 | 11,210 | 0.01% | 0.02% | 61 | -173,335 | -28.39% | Q4 2025 | Feb 13, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 406,307 | 10,417 | 1.16% | 1.25% | 62 | -6,950 | -1.68% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 402,237 | 10,313 | 0.0% | — | 63 | +402,237 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 383,812 | 9,840 | 0.02% | 0.01% | 64 | +153,162 | 66.4% | Q4 2025 | Mar 16, 2026 |
| Man Group plc | History | New | 366,209 | 9,389 | 0.02% | — | 65 | +366,209 | New | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 350,000 | 8,974 | 0.01% | 0.02% | 66 | -60,000 | -14.63% | Q4 2025 | Jan 23, 2026 |
| Nuveen, LLC | History | Added to | 346,397 | 8,881 | 0.0% | 0.0% | 67 | +38,469 | 12.49% | Q4 2025 | Feb 12, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 343,051 | 8,795 | 0.27% | 0.24% | 68 | +48,908 | 16.63% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 337,231 | 8,646 | 0.03% | 0.02% | 69 | +111,182 | 49.18% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 331,674 | 8,504 | 0.03% | 0.06% | 70 | -142,482 | -30.05% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 325,128 | 8,336 | 0.01% | 0.01% | 71 | +43,538 | 15.46% | Q4 2025 | Feb 17, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | New | 322,137 | 8,265 | 1.78% | — | 72 | +322,137 | New | Q4 2025 | Feb 17, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 306,706 | 7,863 | 0.51% | 0.63% | 73 | -68,604 | -18.28% | Q4 2025 | Feb 13, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 279,118 | 7,156 | 0.13% | 0.12% | 74 | +24,335 | 9.55% | Q4 2025 | Feb 04, 2026 |
| Ararat Capital Management LP | History | Reduced | 248,900 | 6,381 | 3.14% | 5.25% | 75 | -112,392 | -31.11% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 248,240 | 6,364 | 0.03% | 0.02% | 76 | +110,977 | 80.85% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 234,062 | 6,001 | 0.0% | 0.0% | 77 | -90,926 | -27.98% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 224,817 | 5,764 | 0.0% | 0.0% | 78 | +5,530 | 2.52% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 208,180 | 5,337 | 0.01% | 0.01% | 79 | +39,769 | 23.61% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 205,500 | 5,269 | 0.0% | 0.0% | 80 | +3,300 | 1.63% | Q4 2025 | Feb 12, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Added to | 205,200 | 5,261 | 0.15% | 0.15% | 81 | +4,130 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Roubaix Capital, LLC | History | New | 199,020 | 5,102 | 2.18% | — | 82 | +199,020 | New | Q4 2025 | Feb 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 185,799 | 4,763 | 0.01% | 0.0% | 83 | +140,916 | 313.96% | Q4 2025 | Feb 17, 2026 |
| Bullseye Asset Management LLC | History | Added to | 175,147 | 4,491 | 2.42% | 2.42% | 84 | +5,000 | 2.94% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 168,339 | 4,316 | 0.0% | 0.0% | 85 | +20,102 | 13.56% | Q4 2025 | Feb 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 164,756 | 4,224 | 0.0% | 0.0% | 86 | -17,521 | -9.61% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 157,080 | 4,027 | 0.0% | 0.0% | 87 | +814 | 0.52% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 154,173 | 3,982 | 0.0% | — | 88 | +154,173 | New | Q4 2025 | Mar 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 155,039 | 3,975 | 0.0% | 0.01% | 89 | -1,476,052 | -90.49% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | Added to | 145,457 | 3,729 | 0.04% | 0.01% | 90 | +89,061 | 157.92% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 143,548 | 3,680 | 0.04% | — | 91 | +143,548 | New | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 135,460 | 3,472 | 0.0% | — | 92 | +135,460 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 126,930 | 3,254 | 0.0% | 0.0% | 93 | +40,187 | 46.33% | Q4 2025 | Mar 25, 2026 |
| CREDIT AGRICOLE S A | History | New | 120,000 | 3,076 | 0.01% | — | 94 | +120,000 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 118,845 | 3,047 | 0.15% | 0.11% | 95 | +67,317 | 130.64% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 118,460 | 3,037 | 3.72% | 0.07% | 96 | -4,145 | -3.38% | Q4 2025 | Feb 25, 2026 |
| Squarepoint Ops LLC | History | New | 115,000 | 2,948 | 0.0% | — | 97 | +115,000 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 111,159 | 2,850 | 0.0% | 0.0% | 98 | -5,008 | -4.31% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 106,247 | 2,724 | 0.01% | — | 99 | +106,247 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 99,958 | 2,562 | 0.01% | 0.0% | 100 | +35,201 | 54.36% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 99,519 | 2,551 | 0.0% | 0.0% | 101 | -10,492 | -9.54% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 98,275 | 2,519 | 0.0% | 0.0% | 102 | -95 | -0.1% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 96,217 | 2,467 | 0.0% | — | 103 | +96,217 | New | Q4 2025 | Feb 17, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 94,349 | 2,419 | 0.55% | 0.08% | 104 | +83,373 | 759.59% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 93,449 | 2,396 | 0.0% | — | 105 | +93,449 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 92,415 | 2,369 | 0.0% | 0.0% | 106 | +29,668 | 47.28% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 91,539 | 2,347 | 0.0% | 0.0% | 107 | -947 | -1.02% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 88,419 | 2,267 | 0.0% | 0.0% | 108 | -305,433 | -77.55% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 87,844 | 2,252 | 0.08% | — | 109 | +87,844 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 87,823 | 2,251 | 0.01% | 0.01% | 110 | -44,706 | -33.73% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 87,650 | 2,247 | 0.25% | 0.21% | 111 | +20,893 | 31.3% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 87,535 | 2,244 | 0.01% | 0.01% | 112 | +11,022 | 14.41% | Q4 2025 | Jan 30, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 83,969 | 2,152 | 0.4% | 0.47% | 113 | -7,416 | -8.12% | Q4 2025 | Jan 30, 2026 |
| Bridgewater Associates, LP | History | Reduced | 83,060 | 2,129 | 0.01% | 0.01% | 114 | -8,145 | -8.93% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 82,508 | 2,115 | 0.06% | 0.07% | 115 | +33,418 | 68.07% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 79,715 | 2,044 | 0.01% | 0.01% | 116 | -10,362 | -11.5% | Q4 2025 | Feb 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 79,298 | 2,033 | 0.02% | 0.03% | 117 | +2,360 | 3.07% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 77,811 | 1,995 | 0.03% | 0.05% | 118 | -52,034 | -40.07% | Q4 2025 | Feb 17, 2026 |
| Trust Co of the South | History | Reduced | 77,722 | 1,992 | 0.32% | 0.59% | 119 | -54,000 | -41.0% | Q4 2025 | Jan 05, 2026 |
| M&T BANK CORP | History | Reduced | 76,584 | 1,964 | 0.01% | 0.01% | 120 | -22,505 | -22.71% | Q4 2025 | Jan 30, 2026 |
| GAGNON SECURITIES LLC | History | Added to | 73,494 | 1,884 | 0.38% | 0.21% | 121 | +35,236 | 92.1% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 70,727 | 1,813 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 66,271 | 1,699 | 0.0% | 0.0% | 123 | -2,665 | -3.87% | Q4 2025 | Feb 17, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 65,965 | 1,691 | 0.21% | 0.3% | 124 | -17,703 | -21.16% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 65,648 | 1,683 | 0.05% | — | 125 | +65,648 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | New | 64,407 | 1,651 | 0.02% | — | 126 | +64,407 | New | Q4 2025 | Feb 03, 2026 |
| PEAK6 LLC | History | New | 62,304 | 1,597 | 0.0% | — | 127 | +62,304 | New | Q4 2025 | Mar 12, 2026 |
| HRT FINANCIAL LP | History | New | 60,755 | 1,557 | 0.0% | — | 128 | +60,755 | New | Q4 2025 | Feb 12, 2026 |
| Lisanti Capital Growth, LLC | History | Added to | 57,590 | 1,476 | 0.35% | 0.26% | 129 | +18,880 | 48.77% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 56,100 | 1,438 | 0.0% | 0.0% | 130 | +25,212 | 81.62% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 51,368 | 1,317 | 0.0% | 0.0% | 131 | +32,378 | 170.5% | Q4 2025 | Jan 09, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 49,900 | 1,279 | 0.0% | 0.0% | 132 | -23,671 | -32.17% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 47,592 | 1,220 | 0.0% | 0.01% | 133 | -78,690 | -62.31% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 45,277 | 1,160 | 0.01% | 0.03% | 134 | -43,742 | -49.14% | Q4 2025 | Feb 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 45,174 | 1,158 | 0.01% | 0.01% | 135 | -1,333 | -2.87% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 44,668 | 1,145 | 0.0% | 0.0% | 136 | -3,268 | -6.82% | Q4 2025 | Feb 13, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 43,855 | 1,124 | 0.39% | 0.46% | 137 | -2,596 | -5.59% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 43,498 | 1,115 | 0.0% | 0.0% | 138 | -14,832 | -25.43% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 42,357 | 1,086 | 0.0% | 0.0% | 139 | -86,039 | -67.01% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 40,038 | 1,026 | 0.0% | 0.0% | 140 | -834 | -2.04% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 38,017 | 974 | 0.0% | 0.0% | 141 | +10,603 | 38.68% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Asset Management LLC | History | New | 37,595 | 963 | 0.04% | — | 142 | +37,595 | New | Q4 2025 | Feb 11, 2026 |
| Pacific Capital Partners Ltd | History | New | 37,500 | 961 | 1.02% | — | 143 | +37,500 | New | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Added to | 37,254 | 955 | 0.0% | 0.0% | 144 | +1,395 | 3.89% | Q4 2025 | Feb 11, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 36,714 | 941 | 0.0% | 0.0% | 145 | -25,156 | -40.66% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 36,387 | 932 | 0.0% | 0.0% | 146 | +9,956 | 37.67% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 35,514 | 910 | 0.0% | 0.01% | 147 | -100,807 | -73.95% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 35,182 | 902 | 0.0% | 0.0% | 148 | +2,617 | 8.04% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 34,800 | 892 | 0.0% | 0.0% | 149 | +14,400 | 70.59% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 32,730 | 839 | 0.0% | 0.0% | 150 | +2,841 | 9.51% | Q4 2025 | Jan 27, 2026 |
| WINTON GROUP Ltd | History | New | 32,170 | 824 | 0.03% | — | 151 | +32,170 | New | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 31,868 | 817 | 0.01% | 0.02% | 152 | -6,803 | -17.59% | Q4 2025 | Feb 17, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Added to | 31,163 | 799 | 0.32% | 0.29% | 153 | +691 | 2.27% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 30,063 | 770 | 0.0% | — | 154 | +30,063 | New | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | New | 29,415 | 754 | 0.12% | — | 155 | +29,415 | New | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 29,180 | 748 | 0.0% | 0.0% | 156 | -1,681 | -5.45% | Q4 2025 | Jan 28, 2026 |
| OPAL CAPITAL LLC | History | New | 40,000 | 731 | 0.18% | — | 157 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 28,471 | 729 | 0.01% | 0.05% | 158 | -46,142 | -61.84% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 28,221 | 723 | 0.0% | 0.0% | 159 | -3,821 | -11.92% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,405 | 702 | 0.01% | 0.01% | 160 | -12,365 | -31.09% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 26,242 | 672 | 0.0% | 0.0% | 161 | +5,404 | 25.93% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 25,938 | 665 | 0.0% | — | 162 | +25,938 | New | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 25,533 | 654 | 0.0% | 0.0% | 163 | -14,103 | -35.58% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 24,828 | 636 | 0.01% | 0.01% | 164 | -1,922 | -7.19% | Q4 2025 | Feb 02, 2026 |
| Callan Family Office, LLC | History | Added to | 24,084 | 617 | 0.01% | 0.01% | 166 | +16,693 | 225.86% | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 24,080 | 617 | 0.14% | 0.13% | 165 | -4,050 | -14.4% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,706 | 582 | 0.0% | 0.0% | 167 | +4,612 | 25.49% | Q4 2025 | Feb 02, 2026 |
| Handelsbanken Fonder AB | History | No change | 22,700 | 582 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 22,300 | 571 | 0.0% | 0.0% | 169 | +400 | 1.83% | Q4 2025 | Jan 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 22,103 | 566 | 0.0% | — | 170 | +22,103 | New | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | Reduced | 21,732 | 556 | 0.13% | 0.19% | 171 | -9,776 | -31.03% | Q4 2025 | Jan 23, 2026 |
| CenterBook Partners LP | History | New | 21,401 | 548 | 0.03% | — | 172 | +21,401 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 21,050 | 539 | 0.0% | 0.0% | 173 | +833 | 4.12% | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | Added to | 20,820 | 533 | 0.01% | 0.01% | 174 | +11,875 | 132.76% | Q4 2025 | Jan 26, 2026 |
| Themes Management Co LLC | History | New | 20,512 | 525 | 0.39% | — | 175 | +20,512 | New | Q4 2025 | Feb 09, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 20,391 | 522 | 0.07% | 0.12% | 176 | -12,316 | -37.66% | Q4 2025 | Jan 21, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 20,300 | 520 | 0.0% | — | 177 | +20,300 | New | Q4 2025 | Feb 17, 2026 |
| Sender Co & Partners, Inc. | History | Reduced | 20,202 | 517 | 0.24% | 0.15% | 178 | -31,668 | -61.05% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 19,884 | 509 | 0.0% | 0.0% | 179 | -37,848 | -65.56% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 19,474 | 499 | 0.01% | 0.01% | 180 | +1,064 | 5.78% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,480 | 464 | 0.02% | 0.02% | 182 | +7,380 | 66.49% | Q4 2025 | Feb 03, 2026 |
| Sepio Capital, LP | History | No change | 18,135 | 464 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 17,342 | 444 | 0.0% | 0.0% | 183 | -1,099 | -5.96% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 16,709 | 428 | 0.0% | 0.01% | 184 | -5,208 | -23.76% | Q4 2025 | Feb 05, 2026 |
| Entropy Technologies, LP | History | New | 16,465 | 422 | 0.02% | — | 185 | +16,465 | New | Q4 2025 | Feb 13, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 15,595 | 399 | 0.02% | 0.02% | 186 | -2 | -0.01% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Reduced | 15,157 | 388 | 0.0% | 0.0% | 187 | -8,538 | -36.03% | Q4 2025 | Feb 17, 2026 |
| Smith Group Asset Management, LLC | History | New | 14,971 | 383 | 0.02% | — | 188 | +14,971 | New | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 14,380 | 368 | 0.0% | 0.0% | 189 | +1,910 | 15.32% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,304 | 366 | 0.0% | 0.0% | 190 | +25 | 0.18% | Q4 2025 | Feb 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,659 | 350 | 0.03% | — | 191 | +13,659 | New | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Added to | 13,049 | 334 | 0.02% | 0.0% | 192 | +11,666 | 843.53% | Q4 2025 | Feb 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 12,920 | 331 | 0.02% | 0.02% | 193 | +2,195 | 20.47% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 12,632 | 323 | 0.0% | 0.0% | 194 | +327 | 2.66% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,960 | 306 | 0.0% | 0.0% | 195 | +1,309 | 12.29% | Q4 2025 | Jan 28, 2026 |
| Bridgefront Capital, LLC | History | New | 11,741 | 301 | 0.08% | — | 196 | +11,741 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 11,713 | 300 | 0.0% | 0.01% | 197 | -4,267 | -26.7% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,428 | 293 | 0.0% | 0.0% | 198 | +252 | 2.25% | Q4 2025 | Feb 11, 2026 |
| NORDEN GROUP LLC | History | Reduced | 11,007 | 282 | 0.03% | 0.08% | 199 | -18,587 | -62.81% | Q4 2025 | Jan 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10,816 | 277 | 0.01% | 0.01% | 200 | -223 | -2.02% | Q4 2025 | Feb 03, 2026 |
| Sciencast Management LP | History | New | 9,676 | 248 | 0.03% | — | 201 | +9,676 | New | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 9,567 | 245 | 0.0% | — | 202 | +9,567 | New | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 9,273 | 237 | 0.02% | — | 203 | +9,273 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,076 | 232 | 0.0% | 0.0% | 204 | -18,750 | -67.38% | Q4 2025 | Feb 12, 2026 |
| Shay Capital LLC | History | New | 9,000 | 230 | 0.02% | — | 206 | +9,000 | New | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | New | 8,982 | 230 | 0.0% | — | 205 | +8,982 | New | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | New | 8,785 | 225 | 0.01% | — | 207 | +8,785 | New | Q4 2025 | Feb 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 8,708 | 223 | 0.05% | 0.04% | 208 | +167 | 1.96% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 9,014 | 221 | 0.0% | — | 209 | +9,014 | New | Q4 2025 | Jan 08, 2026 |
| Vontobel Holding Ltd. | History | New | 8,486 | 217 | 0.0% | — | 210 | +8,486 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,232 | 211 | 0.0% | 0.0% | 211 | -991 | -10.74% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | New | 8,100 | 207 | 0.0% | — | 212 | +8,100 | New | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,044 | 206 | 0.0% | — | 213 | +8,044 | New | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 8,018 | 205 | 0.04% | — | 214 | +8,018 | New | Q4 2025 | Feb 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,611 | 195 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,503 | 192 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 6,731 | 172 | 0.13% | — | 217 | +6,731 | New | Q4 2025 | Jan 27, 2026 |
| NATIXIS | History | Reduced | 6,513 | 166 | 0.0% | 0.0% | 218 | -1,754 | -21.22% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,175 | 158 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,981 | 153 | 0.0% | 0.0% | 220 | -1,141 | -16.02% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,958 | 152 | 0.0% | 0.0% | 221 | +765 | 14.73% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 5,676 | 146 | 0.0% | 0.0% | 222 | +585 | 11.49% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,528 | 141 | 0.0% | 0.0% | 223 | -161 | -2.83% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 4,119 | 105 | 0.0% | 0.0% | 224 | -16,187 | -79.72% | Q4 2025 | Feb 10, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,254 | 85 | 0.0% | 0.0% | 225 | -1,010 | -23.69% | Q4 2025 | Jan 27, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 3,228 | 82 | 0.02% | 0.02% | 226 | +444 | 15.95% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,126 | 80 | 0.0% | 0.0% | 227 | -1,013 | -24.47% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 2,930 | 75 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hilltop National Bank | History | Added to | 2,673 | 68 | 0.02% | 0.01% | 229 | +1,181 | 79.16% | Q4 2025 | Jan 07, 2026 |
| STRS OHIO | History | Added to | 2,554 | 65 | 0.0% | 0.0% | 230 | +5 | 0.2% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,429 | 62 | 0.0% | 0.0% | 231 | +1,195 | 96.84% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,215 | 56 | 0.0% | 0.0% | 232 | -795 | -26.41% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,145 | 54 | 0.0% | 0.0% | 233 | -821 | -27.68% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,670 | 42 | 0.0% | 0.0% | 234 | +722 | 76.16% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,436 | 38 | 0.0% | — | 235 | +1,436 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,142 | 29 | 0.0% | 0.0% | 236 | +821 | 255.76% | Q4 2025 | Jan 26, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,122 | 28 | 0.0% | 0.0% | 237 | -11 | -0.97% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,000 | 25 | 0.0% | 0.0% | 238 | -210 | -17.36% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 820 | 21 | 0.0% | 0.0% | 239 | +419 | 104.49% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 790 | 20 | 0.0% | 0.0% | 240 | -1,125 | -58.75% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 793 | 20 | 0.0% | — | 241 | +793 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 686 | 17 | 0.0% | — | 242 | +686 | New | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 528 | 14 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 526 | 13 | 0.0% | 0.01% | 245 | -1,175 | -69.08% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 542 | 13 | 0.0% | 0.0% | 244 | -85 | -13.56% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 422 | 10 | 0.0% | 0.0% | 246 | +71 | 20.23% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 334 | 8 | 0.0% | 0.0% | 247 | +86 | 34.68% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 276 | 7 | 0.01% | 0.01% | 250 | -118 | -29.95% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 280 | 7 | 0.0% | 0.0% | 249 | +2 | 0.72% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 286 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 175 | 4 | 0.0% | 0.0% | 252 | -184 | -51.25% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | New | 182 | 4 | 0.0% | — | 251 | +182 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 125 | 3 | 0.0% | — | 255 | +125 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 137 | 3 | 0.0% | 0.0% | 253 | +80 | 140.35% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 136 | 3 | 0.0% | 0.0% | 256 | -71 | -34.3% | Q4 2025 | Jan 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 144 | 3 | 0.0% | 0.0% | 254 | +40 | 38.46% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 116 | 2 | 0.0% | — | 258 | +116 | New | Q4 2025 | Feb 05, 2026 |
| CrossGen Wealth, LLC | History | New | 80 | 2 | 0.0% | — | 262 | +80 | New | Q4 2025 | Feb 19, 2026 |
| Torren Management, LLC | History | New | 79 | 2 | 0.0% | — | 261 | +79 | New | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Reduced | 110 | 2 | 0.0% | 0.0% | 260 | -44 | -28.57% | Q4 2025 | Feb 10, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 78 | 2 | 0.0% | 0.0% | 259 | -3 | -3.7% | Q4 2025 | Jan 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 65 | 1 | 0.0% | — | 264 | +65 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 62 | 1 | 0.0% | — | 265 | +53 | 588.89% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 62 | 1 | 0.0% | — | 269 | +41 | 195.24% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | Reduced | 57 | 1 | 0.0% | 0.0% | 268 | -18 | -24.0% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 39 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 43 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,229,082 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ShawSpring Partners LLC | History | Closed out | 0 | 0 | — | 6.26% | — | -1,553,659 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 1.44% | — | -1,144,472 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -786,927 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.1% | — | -403,006 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.1% | — | -349,439 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.38% | — | -292,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -279,056 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -167,680 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -95,619 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -80,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -80,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -60,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| G2 Investment Partners Management LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -34,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -33,696 | -100.0% | Q3 2025 | Nov 17, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.01% | — | -33,235 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,610 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -26,488 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -24,260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -23,309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -23,114 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -22,440 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.1% | — | -20,074 | -100.0% | Q3 2025 | Feb 05, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -19,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.09% | — | -16,581 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,094 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,435 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DC Investments Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -14,562 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.09% | — | -14,283 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.13% | — | -13,669 | -100.0% | Q3 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,589 | -100.0% | Q3 2025 | Oct 30, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,468 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,195 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,727 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,443 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,751 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,432 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -8,061 | -100.0% | Q3 2025 | Oct 16, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,876 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -7,750 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,734 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,589 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,355 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,347 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,415 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Smartleaf Asset Management LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -2,070 | -99.57% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -291 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Stephens Consulting, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Rachor Investment Advisory Services, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Reduced | 30 | 0 | — | 0.0% | — | -29 | -49.15% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 12, 2025 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 22, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 22 | 0 | — | — | — | +12 | 120.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 5 | 0 | — | — | — | -11 | -68.75% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| United Financial Planning Group LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 28 | 0 | — | — | — | +7 | 33.33% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q4 2025 | Feb 23, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q4 2025 | Jan 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |