NEWMARKET CORP - NEU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 968,892 | 665,880 | 0.05% | 0.06% | 1 | -28,220 | -2.83% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 828,798 | 569,599 | 0.01% | 0.01% | 2 | +15,813 | 1.95% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 660,091 | 453,653 | 0.01% | 0.01% | 3 | -1,966 | -0.3% | Q4 2025 | Feb 12, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 492,820 | 338,706 | 1.95% | 2.42% | 4 | -36,512 | -6.9% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 267,836 | 184,073 | 0.4% | 0.49% | 5 | -596 | -0.22% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Reduced | 230,958 | 159,396 | 0.01% | 0.01% | 6 | -4,764 | -2.02% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 182,335 | 125,320 | 0.03% | 0.03% | 7 | +2,633 | 1.47% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 175,649 | 120,737 | 0.01% | 0.01% | 8 | +8,978 | 5.39% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 127,369 | 87,535 | 0.04% | 0.05% | 9 | -1,564 | -1.21% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 126,931 | 87,234 | 0.05% | 0.07% | 10 | -11,012 | -7.98% | Q4 2025 | Feb 17, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 116,002 | 79,723 | 0.14% | 0.15% | 11 | +16,746 | 16.87% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 95,829 | 65,859 | 0.01% | 0.01% | 12 | -4,004 | -4.01% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 94,075 | 64,653 | 0.01% | — | 13 | +94,075 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 86,815 | 59,664 | 0.01% | 0.01% | 14 | -9,455 | -9.82% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 80,428 | 55,274 | 0.01% | 0.01% | 15 | +725 | 0.91% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 80,182 | 55,106 | 0.0% | 0.0% | 16 | -824 | -1.02% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 77,245 | 53,087 | 0.04% | 0.05% | 17 | +97 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 75,496 | 51,885 | 0.01% | 0.01% | 18 | +7,863 | 11.63% | Q4 2025 | Feb 19, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 67,487 | 46,382 | 0.01% | 0.01% | 19 | +1,295 | 1.96% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 59,599 | 40,960 | 0.15% | 0.16% | 20 | +14,989 | 33.6% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 54,211 | 37,257 | 0.0% | 0.0% | 21 | -862 | -1.57% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 46,897 | 32,230 | 0.0% | 0.0% | 22 | +3,889 | 9.04% | Q4 2025 | Mar 25, 2026 |
| Allianz Asset Management GmbH | History | Added to | 39,591 | 27,209 | 0.03% | 0.02% | 23 | +16,035 | 68.07% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 36,359 | 25,152 | 0.13% | 0.17% | 24 | -3,230 | -8.16% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 35,378 | 24,314 | 0.01% | 0.01% | 25 | -4,074 | -10.33% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 33,509 | 23,029 | 0.01% | 0.01% | 26 | +19,321 | 136.18% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 32,238 | 22,156 | 0.03% | 0.03% | 27 | +3,453 | 12.0% | Q4 2025 | Feb 10, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 31,030 | 21,325 | 0.54% | — | 28 | +31,030 | New | Q4 2025 | Feb 05, 2026 |
| Pacer Advisors, Inc. | History | Added to | 30,636 | 21,054 | 0.05% | 0.0% | 29 | +28,684 | 1469.47% | Q4 2025 | Feb 24, 2026 |
| Retirement Systems of Alabama | History | Reduced | 30,561 | 21,003 | 0.07% | 0.08% | 30 | -69 | -0.23% | Q4 2025 | Jan 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 29,864 | 20,524 | 0.13% | 0.17% | 31 | -84 | -0.28% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 28,593 | 19,650 | 0.01% | 0.01% | 32 | +11,515 | 67.43% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 27,839 | 19,132 | 0.02% | — | 33 | +27,839 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 26,964 | 18,531 | 0.01% | 0.01% | 34 | +3,123 | 13.1% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,470 | 16,817 | 0.0% | 0.0% | 35 | +1,107 | 4.74% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 23,119 | 15,888 | 0.01% | 0.02% | 36 | -1,363 | -5.57% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 21,535 | 14,800 | 0.0% | 0.0% | 37 | +4,337 | 25.22% | Q4 2025 | Feb 11, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Added to | 19,734 | 13,562 | 1.52% | 1.88% | 38 | +9 | 0.05% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,733 | 13,561 | 0.03% | 0.03% | 39 | +6,043 | 44.14% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 19,500 | 13,401 | 0.01% | 0.01% | 40 | -9,300 | -32.29% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 16,720 | 11,490 | 0.01% | 0.01% | 41 | -532 | -3.08% | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 16,420 | 11,284 | 0.0% | 0.0% | 42 | -1,164 | -6.62% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 16,087 | 11,055 | 0.02% | 0.02% | 43 | +3,550 | 28.32% | Q4 2025 | Jan 23, 2026 |
| Swiss National Bank | History | Added to | 15,740 | 10,817 | 0.01% | 0.01% | 44 | +240 | 1.55% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,849 | 10,206 | 0.0% | 0.0% | 45 | -197 | -1.31% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 14,500 | 9,965 | 0.1% | 0.12% | 46 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 13,983 | 9,609 | 0.01% | 0.02% | 47 | -817 | -5.52% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,672 | 9,396 | 0.0% | 0.0% | 48 | -8,111 | -37.24% | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | Added to | 12,514 | 8,600 | 0.25% | 0.3% | 49 | +313 | 2.57% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 12,236 | 8,409 | 0.0% | 0.0% | 50 | -252 | -2.02% | Q4 2025 | Feb 09, 2026 |
| Walleye Capital LLC | History | Added to | 11,829 | 8,129 | 0.02% | 0.01% | 51 | +9,944 | 527.53% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 11,749 | 8,074 | 0.0% | 0.0% | 52 | -2,598 | -18.11% | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | Reduced | 11,443 | 7,864 | 0.0% | 0.0% | 53 | -536 | -4.47% | Q4 2025 | Feb 12, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 11,098 | 7,627 | 0.03% | 0.04% | 54 | -634 | -5.4% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 10,802 | 7,539 | 0.01% | — | 55 | +10,802 | New | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 10,945 | 7,522 | 0.07% | 0.22% | 56 | -52,355 | -82.71% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 10,584 | 7,272 | 0.08% | 0.08% | 57 | +579 | 5.79% | Q4 2025 | Jan 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 10,210 | 7,016 | 0.11% | 0.14% | 58 | -328 | -3.11% | Q4 2025 | Feb 17, 2026 |
| RK Asset Management, LLC | History | Reduced | 9,824 | 6,752 | 6.37% | 7.58% | 59 | -214 | -2.13% | Q4 2025 | Jan 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 8,693 | 5,974 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 8,651 | 5,945 | 0.0% | 0.0% | 61 | +92 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 8,355 | 5,742 | 0.02% | 0.02% | 62 | -312 | -3.6% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 7,826 | 5,378 | 0.04% | — | 63 | +7,826 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,824 | 5,377 | 0.12% | — | 64 | +7,824 | New | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | No change | 7,609 | 5,252 | 0.06% | 0.07% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 7,570 | 5,203 | 0.08% | 0.12% | 66 | -980 | -11.46% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 7,484 | 5,143 | 0.01% | 0.01% | 67 | +1,957 | 35.41% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 7,450 | 5,120 | 0.01% | 0.01% | 68 | +48 | 0.65% | Q4 2025 | Feb 17, 2026 |
| ING GROEP NV | History | New | 7,400 | 5,085 | 0.03% | — | 69 | +7,400 | New | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 7,400 | 5,085 | 0.03% | — | 70 | +7,400 | New | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,364 | 5,062 | 0.0% | — | 71 | +7,364 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 7,207 | 4,953 | 0.0% | 0.01% | 72 | -166 | -2.25% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,000 | 4,810 | 0.16% | 0.19% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,904 | 4,744 | 0.06% | 0.04% | 74 | +3,415 | 97.88% | Q4 2025 | Feb 11, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 6,900 | 4,742 | 0.0% | 0.01% | 75 | -700 | -9.21% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 6,729 | 4,624 | 0.01% | 0.01% | 76 | -409 | -5.73% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,202 | 4,262 | 0.0% | 0.0% | 77 | +3,071 | 98.08% | Q4 2025 | Feb 18, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 6,199 | 4,260 | 0.01% | 0.01% | 78 | +2,425 | 64.26% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | New | 6,100 | 4,192 | 0.01% | — | 79 | +6,100 | New | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 6,037 | 4,148 | 0.02% | 0.02% | 80 | -210 | -3.36% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 5,899 | 4,054 | 0.0% | 0.0% | 81 | -2,854 | -32.61% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Added to | 5,801 | 3,986 | 0.05% | 0.06% | 82 | +284 | 5.15% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,769 | 3,964 | 0.02% | 0.02% | 83 | +1,706 | 41.99% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 5,759 | 3,956 | 0.01% | 0.01% | 84 | -2,441 | -29.77% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 5,652 | 3,884 | 0.07% | 0.09% | 85 | -34 | -0.6% | Q4 2025 | Feb 04, 2026 |
| Tidal Investments LLC | History | Added to | 5,619 | 3,861 | 0.01% | 0.0% | 86 | +4,338 | 338.64% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 5,504 | 3,782 | 0.0% | 0.0% | 87 | -478 | -7.99% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 5,428 | 3,730 | 0.01% | 0.01% | 88 | -3,646 | -40.18% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 5,391 | 3,705 | 0.01% | 0.01% | 89 | +1,132 | 26.58% | Q4 2025 | Jan 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 5,386 | 3,701 | 0.09% | 0.25% | 90 | -6,550 | -54.88% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,236 | 3,598 | 0.0% | — | 91 | +5,236 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,208 | 3,579 | 0.0% | 0.0% | 92 | -22,719 | -81.35% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 5,187 | 3,564 | 0.01% | 0.01% | 93 | +427 | 8.97% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 5,148 | 3,556 | 0.0% | 0.0% | 94 | +4,902 | 1992.68% | Q4 2025 | Mar 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 5,171 | 3,553 | 0.01% | 0.01% | 95 | +210 | 4.23% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,124 | 3,521 | 0.0% | 0.01% | 96 | -2,370 | -31.63% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,099 | 3,504 | 0.01% | 0.01% | 97 | +11 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Blue Edge Capital, LLC | History | No change | 5,054 | 3,473 | 0.46% | 0.59% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,018 | 3,448 | 0.0% | 0.0% | 99 | -1 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 4,874 | 3,350 | 0.0% | 0.01% | 100 | +109 | 2.29% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 4,855 | 3,337 | 0.0% | 0.01% | 101 | +2,486 | 104.94% | Q4 2025 | Jan 09, 2026 |
| Union Heritage Capital, LLC | History | No change | 4,808 | 3,304 | 1.12% | 1.29% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,766 | 3,275 | 0.0% | 0.0% | 103 | +293 | 6.55% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 4,619 | 3,174 | 0.01% | 0.02% | 104 | -6,017 | -56.57% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,964 | 2,724 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,740 | 2,630 | 0.23% | 0.28% | 106 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 3,776 | 2,595 | 0.01% | 0.02% | 107 | -203 | -5.1% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,600 | 2,474 | 0.0% | 0.0% | 108 | -4,945 | -57.87% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 3,583 | 2,463 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 3,426 | 2,354 | 0.04% | 0.04% | 110 | +764 | 28.7% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 3,395 | 2,333 | 0.07% | 0.04% | 111 | +926 | 37.51% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,375 | 2,319 | 0.02% | 0.02% | 112 | -108 | -3.1% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3,356 | 2,306 | 0.03% | 0.04% | 113 | -71 | -2.07% | Q4 2025 | Feb 09, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,425 | 2,297 | 0.01% | 0.01% | 115 | -714 | -17.25% | Q4 2025 | Feb 18, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,342 | 2,297 | 0.02% | 0.02% | 114 | -110 | -3.19% | Q4 2025 | Feb 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 3,326 | 2,285 | 0.01% | 0.01% | 116 | +62 | 1.9% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,300 | 2,276 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| North Forty Two & Co. | History | No change | 3,266 | 2,244 | 2.12% | 2.64% | 118 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,246 | 2,230 | 0.02% | 0.03% | 119 | -355 | -9.86% | Q4 2025 | Feb 10, 2026 |
| Amundi | History | Added to | 3,136 | 2,155 | 0.0% | 0.0% | 120 | +477 | 17.94% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 3,076 | 2,114 | 0.0% | 0.0% | 121 | +2,456 | 396.13% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,062 | 2,104 | 0.0% | 0.0% | 122 | +2,758 | 907.24% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,061 | 2,103 | 0.04% | 0.03% | 123 | +1,167 | 61.62% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 75,763 | 2,072 | 0.0% | 0.0% | 124 | +74,797 | 7742.96% | Q4 2025 | Mar 09, 2026 |
| FORA Capital, LLC | History | New | 2,991 | 2,055 | 0.25% | — | 125 | +2,991 | New | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | Reduced | 2,946 | 2,024 | 0.06% | 0.08% | 126 | -56 | -1.87% | Q4 2025 | Jan 23, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 2,880 | 1,979 | 0.0% | 0.01% | 127 | -984 | -25.47% | Q4 2025 | Jan 30, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 2,871 | 1,973 | 0.01% | 0.01% | 128 | +214 | 8.05% | Q4 2025 | Jan 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 2,863 | 1,967 | 0.0% | — | 129 | +2,863 | New | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,856 | 1,962 | 0.0% | — | 130 | +2,856 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 2,772 | 1,905 | 0.01% | 0.01% | 131 | -1,496 | -35.05% | Q4 2025 | Jan 26, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 2,742 | 1,884 | 0.59% | 0.68% | 132 | -60 | -2.14% | Q4 2025 | Feb 03, 2026 |
| Ethic Inc. | History | Added to | 2,699 | 1,855 | 0.03% | 0.03% | 133 | +255 | 10.43% | Q4 2025 | Feb 03, 2026 |
| Oak Thistle LLC | History | New | 2,674 | 1,837 | 0.26% | — | 134 | +2,674 | New | Q4 2025 | Jan 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 2,651 | 1,821 | 0.03% | 0.04% | 135 | +29 | 1.11% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 2,600 | 1,787 | 0.0% | — | 136 | +2,600 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | New | 2,598 | 1,785 | 0.0% | — | 137 | +2,598 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 2,537 | 1,743 | 0.12% | 0.18% | 138 | +745 | 41.57% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 2,465 | 1,694 | 0.01% | 0.02% | 139 | -181 | -6.84% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 2,442 | 1,678 | 0.0% | 0.0% | 140 | -273 | -10.06% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,416 | 1,667 | 0.01% | 0.01% | 141 | -1,702 | -41.33% | Q4 2025 | Jan 15, 2026 |
| Cerity Partners LLC | History | Reduced | 2,420 | 1,662 | 0.0% | 0.01% | 142 | -1,398 | -36.62% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 2,378 | 1,634 | 0.0% | 0.0% | 143 | -500 | -17.37% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,366 | 1,626 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 2,350 | 1,616 | 0.0% | 0.11% | 145 | -81,673 | -97.2% | Q4 2025 | Jan 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,334 | 1,604 | 0.0% | 0.0% | 146 | +1,117 | 91.78% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 2,247 | 1,544 | 0.01% | 0.01% | 147 | -127 | -5.35% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | Added to | 2,240 | 1,539 | 0.0% | 0.01% | 148 | +40 | 1.82% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 2,214 | 1,521 | 0.01% | 0.01% | 149 | -170 | -7.13% | Q4 2025 | Jan 29, 2026 |
| VELA Investment Management, LLC | History | Added to | 2,211 | 1,519 | 0.36% | 0.42% | 150 | +123 | 5.89% | Q4 2025 | Feb 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 2,380 | 1,512 | 0.02% | 0.02% | 151 | -39 | -1.61% | Q4 2025 | Jan 21, 2026 |
| Louisiana State Employees Retirement System | History | No change | 2,200 | 1,511 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,166 | 1,488 | 0.0% | 0.0% | 153 | +79 | 3.79% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,094 | 1,439 | 0.0% | 0.0% | 154 | -26 | -1.23% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,086 | 1,433 | 0.0% | 0.0% | 155 | -211 | -9.19% | Q4 2025 | Feb 02, 2026 |
| NATIXIS | History | Added to | 2,083 | 1,431 | 0.01% | 0.0% | 156 | +1,293 | 163.67% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 2,067 | 1,420 | 0.0% | — | 157 | +2,067 | New | Q4 2025 | Jan 22, 2026 |
| Archford Capital Strategies, LLC | History | New | 2,045 | 1,405 | 0.16% | — | 158 | +2,045 | New | Q4 2025 | Jan 15, 2026 |
| Cobblestone Asset Management LLC | History | No change | 2,000 | 1,374 | 0.62% | 0.76% | 159 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,996 | 1,372 | 0.0% | 0.0% | 160 | -36 | -1.77% | Q4 2025 | Feb 05, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 1,980 | 1,360 | 0.13% | 0.17% | 161 | -76 | -3.7% | Q4 2025 | Jan 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,938 | 1,352 | 0.0% | 0.0% | 163 | -269 | -12.19% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,968 | 1,352 | 0.02% | 0.02% | 164 | +239 | 13.82% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,968 | 1,352 | 0.0% | 0.01% | 162 | -170 | -7.95% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,952 | 1,341 | 0.01% | 0.01% | 165 | -50 | -2.5% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 1,888 | 1,297 | 0.0% | 0.0% | 166 | +266 | 16.4% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,843 | 1,266 | 0.0% | — | 167 | +1,843 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 1,837 | 1,262 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,765 | 1,213 | 0.01% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 1,746 | 1,199 | 0.01% | 0.02% | 170 | +7 | 0.4% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,674 | 1,198 | 0.0% | 0.0% | 171 | -458 | -21.48% | Q4 2025 | Jan 08, 2026 |
| Virtu Financial LLC | History | New | 1,740 | 1,195 | 0.05% | — | 172 | +1,740 | New | Q4 2025 | Feb 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,726 | 1,186 | 0.29% | 0.0% | 173 | +1,718 | 21475.0% | Q4 2025 | Mar 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 1,723 | 1,184 | 0.01% | — | 174 | +1,723 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,695 | 1,164 | 0.0% | 0.0% | 175 | -40 | -2.31% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 1,681 | 1,155 | 0.0% | 0.0% | 176 | -315 | -15.78% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 1,568 | 1,077 | 0.01% | 0.02% | 177 | +28 | 1.82% | Q4 2025 | Feb 04, 2026 |
| Freestone Grove Partners LP | History | New | 1,556 | 1,069 | 0.01% | — | 178 | +1,556 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 1,523 | 1,046 | 0.0% | 0.01% | 179 | -578 | -27.51% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,517 | 1,043 | 0.0% | 0.0% | 180 | -158 | -9.43% | Q4 2025 | Feb 17, 2026 |
| AVIVA PLC | History | Added to | 1,494 | 1,026 | 0.0% | 0.0% | 181 | +219 | 17.18% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,429 | 982 | 0.03% | 0.04% | 182 | -37 | -2.52% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,408 | 967 | 0.0% | 0.0% | 183 | -5,252 | -78.86% | Q4 2025 | Feb 11, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 1,400 | 962 | 0.03% | 0.04% | 184 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,392 | 957 | 0.01% | 0.01% | 185 | +70 | 5.3% | Q4 2025 | Jan 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 1,365 | 938 | 0.0% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ballew Advisors, Inc | History | No change | 1,311 | 931 | 0.52% | 0.57% | 187 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 1,327 | 911 | 0.0% | 0.02% | 188 | -3,966 | -74.93% | Q4 2025 | Jan 28, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 1,287 | 884 | 0.05% | 0.07% | 189 | -132 | -9.3% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,276 | 877 | 0.0% | 0.0% | 190 | -509 | -28.52% | Q4 2025 | Feb 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,277 | 877 | 0.01% | 0.01% | 191 | +285 | 28.73% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,273 | 875 | 0.0% | 0.0% | 192 | +720 | 130.2% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,250 | 858 | 0.0% | 0.0% | 193 | +471 | 60.46% | Q4 2025 | Feb 18, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 1,208 | 830 | 0.14% | — | 194 | +1,208 | New | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 1,182 | 812 | 0.0% | — | 195 | +1,182 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,160 | 797 | 0.0% | 0.0% | 196 | +70 | 6.42% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Added to | 1,144 | 786 | 0.0% | 0.0% | 197 | +144 | 14.4% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,119 | 771 | 0.01% | 0.01% | 198 | +206 | 22.56% | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | New | 1,120 | 769 | 0.03% | — | 199 | +1,120 | New | Q4 2025 | Jan 14, 2026 |
| AlphaQuest LLC | History | Reduced | 1,088 | 747 | 0.04% | 0.15% | 200 | -1,646 | -60.2% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,033 | 720 | 0.05% | 0.06% | 201 | +64 | 6.6% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,038 | 713 | 0.01% | 0.01% | 202 | +293 | 39.33% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 987 | 678 | 0.01% | 0.01% | 203 | +284 | 40.4% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 963 | 661 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 948 | 651 | 0.0% | 0.0% | 205 | +167 | 21.38% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 942 | 647 | 0.0% | 0.0% | 206 | +296 | 45.82% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 925 | 635 | 0.0% | 0.01% | 207 | -2,720 | -74.62% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 892 | 612 | 0.02% | 0.03% | 208 | +5 | 0.56% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 868 | 596 | 0.0% | 0.0% | 209 | +77 | 9.73% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 848 | 582 | 0.02% | 0.08% | 210 | -1,497 | -63.84% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 844 | 580 | 0.01% | — | 211 | +844 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 840 | 577 | 0.0% | 0.0% | 212 | -65 | -7.18% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 839 | 576 | 0.0% | — | 213 | +839 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 826 | 567 | 0.01% | 0.01% | 214 | +47 | 6.03% | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 800 | 549 | 0.01% | 0.0% | 215 | +546 | 214.96% | Q4 2025 | Feb 13, 2026 |
| Erste Asset Management GmbH | History | Reduced | 740 | 521 | 0.0% | 0.01% | 216 | -550 | -42.64% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 750 | 515 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 728 | 500 | 0.0% | 0.0% | 218 | -2 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 721 | 495 | 0.0% | 0.01% | 219 | -3 | -0.41% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 717 | 492 | 0.0% | 0.0% | 220 | -334 | -31.78% | Q4 2025 | Feb 17, 2026 |
| JLB & ASSOCIATES INC | History | Added to | 715 | 491 | 0.07% | 0.05% | 221 | +270 | 60.67% | Q4 2025 | Feb 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 713 | 490 | 0.0% | 0.0% | 222 | +539 | 309.77% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | No change | 703 | 485 | 0.04% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Inscription Capital, LLC | History | Added to | 706 | 484 | 0.05% | 0.06% | 225 | +68 | 10.66% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | Reduced | 705 | 484 | 0.01% | 0.01% | 224 | -2 | -0.28% | Q4 2025 | Jan 13, 2026 |
| Argent Trust Co | History | Added to | 692 | 475 | 0.02% | 0.02% | 226 | +9 | 1.32% | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 687 | 472 | 0.01% | — | 227 | +687 | New | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | New | 684 | 470 | 0.03% | — | 229 | +684 | New | Q4 2025 | Jan 30, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 685 | 470 | 0.03% | 0.04% | 228 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| XPONANCE LLC | History | Reduced | 673 | 462 | 0.0% | 0.01% | 230 | -154 | -18.62% | Q4 2025 | Feb 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 672 | 461 | 0.0% | — | 231 | +672 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 660 | 453 | 0.0% | 0.01% | 232 | +100 | 17.86% | Q4 2025 | Jan 23, 2026 |
| Swiss Life Asset Management Ltd | History | New | 637 | 437 | 0.0% | — | 233 | +637 | New | Q4 2025 | Feb 04, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 633 | 435 | 0.08% | — | 235 | +633 | New | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 634 | 435 | 0.0% | 0.0% | 234 | +555 | 702.53% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | Reduced | 629 | 432 | 0.02% | 0.03% | 236 | -106 | -14.42% | Q4 2025 | Feb 13, 2026 |
| Scientech Research LLC | History | New | 622 | 427 | 0.27% | — | 238 | +622 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 622 | 427 | 0.0% | 0.0% | 237 | -9 | -1.43% | Q4 2025 | Feb 10, 2026 |
| denkapparat Operations GmbH | History | Reduced | 616 | 423 | 0.23% | 0.4% | 239 | -138 | -18.3% | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 590 | 405 | 0.0% | 0.0% | 240 | +239 | 68.09% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 589 | 404 | 0.0% | — | 241 | +589 | New | Q4 2025 | Feb 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 584 | 401 | 0.02% | 0.01% | 242 | -44 | -7.01% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 577 | 396 | 0.0% | 0.0% | 243 | -20 | -3.35% | Q4 2025 | Feb 17, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 561 | 385 | 0.27% | 0.36% | 244 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 553 | 380 | 0.0% | 0.0% | 246 | -64 | -10.37% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 553 | 380 | 0.0% | 0.0% | 245 | +22 | 4.14% | Q4 2025 | Feb 11, 2026 |
| ALPS ADVISORS INC | History | Reduced | 545 | 374 | 0.0% | 0.0% | 247 | -4 | -0.73% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 524 | 360 | 0.01% | 0.01% | 248 | +101 | 23.88% | Q4 2025 | Feb 03, 2026 |
| Callan Family Office, LLC | History | Added to | 495 | 340 | 0.01% | 0.01% | 249 | +2 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 485 | 333 | 0.0% | 0.01% | 250 | -135 | -21.77% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 485 | 333 | 0.0% | 0.0% | 251 | +8 | 1.68% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | New | 457 | 314 | 0.0% | — | 252 | +457 | New | Q4 2025 | Feb 17, 2026 |
| Farringdon Capital, Ltd. | History | New | 456 | 313 | 0.08% | — | 253 | +456 | New | Q4 2025 | Feb 17, 2026 |
| waypoint wealth counsel | History | Reduced | 452 | 310 | 0.11% | 0.2% | 254 | -167 | -26.98% | Q4 2025 | Jan 28, 2026 |
| Round Rock Advisors LLC | History | Reduced | 452 | 310 | 0.05% | 0.08% | 255 | -160 | -26.14% | Q4 2025 | Apr 07, 2026 |
| Meeder Advisory Services, Inc. | History | New | 444 | 305 | 0.01% | — | 256 | +444 | New | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 438 | 301 | 0.0% | 0.0% | 257 | -1,773 | -80.19% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 435 | 298 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 422 | 290 | 0.0% | 0.0% | 259 | -795 | -65.32% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 421 | 290 | 0.01% | 0.01% | 260 | +49 | 13.17% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 419 | 289 | 0.01% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 417 | 286 | 0.0% | 0.0% | 262 | -1 | -0.24% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 400 | 274 | 0.02% | — | 263 | +400 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 397 | 272 | 0.0% | 0.0% | 264 | -38 | -8.74% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 393 | 270 | 0.0% | — | 265 | +393 | New | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 390 | 268 | 0.02% | — | 267 | +390 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 391 | 268 | 0.0% | 0.0% | 266 | +42 | 12.03% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 388 | 266 | 0.0% | 0.01% | 268 | +12 | 3.19% | Q4 2025 | Feb 12, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 384 | 263 | 0.15% | — | 269 | +384 | New | Q4 2025 | Feb 17, 2026 |
| NDVR, Inc. | History | Reduced | 379 | 260 | 0.22% | 0.27% | 270 | -12 | -3.07% | Q4 2025 | Feb 12, 2026 |
| Impact Capital Partners LLC | History | Reduced | 377 | 259 | 0.08% | 0.1% | 271 | -40 | -9.59% | Q4 2025 | Jan 07, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 376 | 258 | 0.01% | 0.01% | 272 | +79 | 26.6% | Q4 2025 | Jan 21, 2026 |
| Advisors Preferred, LLC | History | New | 371 | 255 | 0.04% | — | 273 | +371 | New | Q4 2025 | Feb 02, 2026 |
| Curi Capital, LLC | History | New | 369 | 254 | 0.0% | — | 274 | +369 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 368 | 253 | 0.01% | 0.01% | 275 | +40 | 12.2% | Q4 2025 | Feb 03, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 366 | 251 | 0.01% | 0.01% | 277 | +39 | 11.93% | Q4 2025 | Jan 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 366 | 251 | 0.0% | 0.0% | 276 | +19 | 5.48% | Q4 2025 | Feb 12, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 248 | 0.05% | 0.43% | 278 | -2,342 | -100.0% | Q3 2025 | Nov 18, 2025 |
| DGS Capital Management, LLC | History | Added to | 352 | 241 | 0.04% | 0.05% | 279 | +13 | 3.83% | Q4 2025 | Feb 24, 2026 |
| Arax Advisory Partners | History | Reduced | 347 | 238 | 0.01% | 0.03% | 280 | -2,509 | -87.85% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | Added to | 335 | 230 | 0.05% | 0.1% | 281 | +20 | 6.35% | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 334 | 229 | 0.15% | 0.21% | 282 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 332 | 228 | 0.0% | 0.0% | 283 | -34 | -9.29% | Q4 2025 | Feb 13, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 331 | 227 | 0.0% | 0.0% | 284 | -174 | -34.46% | Q4 2025 | Feb 12, 2026 |
| Red Door Wealth Management, LLC | History | No change | 326 | 224 | 0.02% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 325 | 223 | 0.0% | — | 286 | +325 | New | Q4 2025 | Feb 18, 2026 |
| Sagewood Asset Management LP | History | New | 325 | 223 | 0.08% | — | 287 | +325 | New | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 382 | 221 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 320 | 219 | 0.05% | — | 289 | +320 | New | Q4 2025 | Mar 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 315 | 217 | 0.0% | 0.01% | 290 | -75 | -19.23% | Q4 2025 | Jan 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 314 | 216 | 0.01% | — | 291 | +314 | New | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 312 | 214 | 0.0% | 0.0% | 292 | -20 | -6.02% | Q4 2025 | Feb 06, 2026 |
| BAILARD, INC. | History | New | 309 | 212 | 0.0% | — | 293 | +309 | New | Q4 2025 | Feb 04, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 309 | 212 | 0.07% | 0.2% | 294 | -283 | -47.8% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 308 | 211 | 0.0% | — | 296 | +308 | New | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 307 | 211 | 0.0% | 0.0% | 295 | -22 | -6.69% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | New | 301 | 209 | 0.0% | — | 297 | +301 | New | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | Added to | 303 | 208 | 0.04% | 0.05% | 299 | +3 | 1.0% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 303 | 208 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CIBC Asset Management Inc | History | No change | 302 | 207 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | New | 300 | 206 | 0.0% | — | 301 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Stirlingshire Investments, Inc. | History | New | 300 | 206 | 0.18% | — | 303 | +300 | New | Q4 2025 | Feb 11, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 300 | 206 | 0.14% | 0.17% | 302 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Utah Retirement Systems | History | Reduced | 298 | 204 | 0.0% | 0.0% | 304 | -15 | -4.79% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 296 | 203 | 0.0% | 0.01% | 305 | -10 | -3.27% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 292 | 201 | 0.0% | 0.0% | 307 | -17 | -5.5% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 287 | 201 | 0.0% | 0.0% | 306 | -3 | -1.03% | Q4 2025 | Jan 23, 2026 |
| State of Wyoming | History | Reduced | 271 | 186 | 0.02% | 0.06% | 308 | -389 | -58.94% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 256 | 175 | 0.0% | 0.0% | 309 | -22 | -7.91% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 236 | 162 | 0.0% | 0.03% | 310 | -1,019 | -81.2% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 235 | 161 | 0.01% | 0.01% | 311 | +15 | 6.82% | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 230 | 158 | 0.0% | 0.01% | 313 | -157 | -40.57% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Added to | 230 | 158 | 0.01% | 0.0% | 312 | +119 | 107.21% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 227 | 156 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | No change | 219 | 150 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 218 | 149 | 0.05% | — | 316 | +218 | New | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Added to | 211 | 145 | 0.0% | 0.0% | 317 | +106 | 100.95% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 193 | 132 | 0.0% | 0.0% | 318 | -40 | -17.17% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 193 | 132 | 0.0% | 0.01% | 319 | -26 | -11.87% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 164 | 112 | 0.0% | 0.0% | 320 | +152 | 1266.67% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 156 | 107 | 0.0% | 0.0% | 321 | +83 | 113.7% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 154 | 106 | 0.0% | 0.0% | 322 | -216 | -58.38% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 146 | 100 | 0.02% | 0.01% | 323 | +83 | 131.75% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | New | 140 | 96 | 0.0% | — | 324 | +140 | New | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 140 | 96 | 0.01% | — | 325 | +140 | New | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | Added to | 136 | 94 | 0.05% | 0.03% | 326 | +65 | 91.55% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Reduced | 134 | 92 | 0.0% | 0.0% | 327 | -7 | -4.96% | Q4 2025 | Feb 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 134 | 92 | 0.01% | 0.01% | 328 | +1 | 0.75% | Q4 2025 | Feb 23, 2026 |
| MAI Capital Management | History | Reduced | 127 | 87 | 0.0% | 0.0% | 329 | -3 | -2.31% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 125 | 86 | 0.0% | — | 330 | +125 | New | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 120 | 82 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 119 | 81 | 0.04% | 0.26% | 332 | -498 | -80.71% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 113 | 77 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 107 | 74 | 0.0% | 0.0% | 334 | +31 | 40.79% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 104 | 71 | 0.0% | — | 335 | +104 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 97 | 66 | 0.0% | 0.0% | 336 | -62 | -38.99% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 92 | 63 | 0.0% | 0.01% | 337 | -165 | -64.2% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 91 | 62 | 0.0% | 0.0% | 338 | -26 | -22.22% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | No change | 82 | 56 | 0.0% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bayforest Capital Ltd | History | Reduced | 77 | 52 | 0.04% | 0.05% | 340 | -39 | -33.62% | Q4 2025 | Jan 27, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 75 | 51 | 0.01% | 0.01% | 341 | +25 | 50.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 71 | 48 | 0.0% | 0.0% | 342 | +8 | 12.7% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 60 | 41 | 0.01% | 0.0% | 344 | +25 | 71.43% | Q4 2025 | Jan 08, 2026 |
| GROUP ONE TRADING LLC | History | No change | 60 | 41 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 58 | 40 | 0.0% | 0.0% | 345 | +9 | 18.37% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 57 | 39 | 0.0% | 0.0% | 346 | +12 | 26.67% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 52 | 35 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 50 | 34 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 48 | 32 | 0.0% | 0.0% | 349 | +35 | 269.23% | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 46 | 31 | 0.0% | 0.0% | 350 | -1 | -2.13% | Q4 2025 | Jan 07, 2026 |
| Quent Capital, LLC | History | Reduced | 41 | 28 | 0.0% | 0.0% | 351 | -11 | -21.15% | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 41 | 28 | 0.0% | 0.0% | 352 | +5 | 13.89% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Reduced | 42 | 28 | 0.02% | 0.03% | 353 | -2 | -4.55% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 39 | 26 | 0.0% | — | 354 | +39 | New | Q4 2025 | Feb 03, 2026 |
| WealthCollab, LLC | History | Reduced | 39 | 26 | 0.01% | 0.02% | 356 | -3 | -7.14% | Q4 2025 | Jan 27, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 39 | 26 | 0.01% | 0.01% | 355 | -1 | -2.5% | Q4 2025 | Jan 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 33 | 24 | 0.0% | — | 358 | +33 | New | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 35 | 24 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WINNOW WEALTH LLC | History | No change | 35 | 24 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 34 | 23 | 0.0% | 0.0% | 360 | +1 | 3.03% | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 30 | 21 | 0.0% | 0.0% | 361 | +16 | 114.29% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 30 | 20 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 29 | 20 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FNY Investment Advisers, LLC | History | No change | 30 | 20 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 27 | 18 | 0.0% | — | 365 | +27 | New | Q4 2025 | Jan 23, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 25 | 17 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 26 | 17 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 24 | 16 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 20 | 14 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 20 | 13 | 0.0% | 0.01% | 370 | -1 | -4.76% | Q4 2025 | Jan 08, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 18 | 12 | 0.0% | 0.0% | 371 | -1 | -5.26% | Q4 2025 | Feb 24, 2026 |
| Quattro Advisors LLC | History | New | 15 | 10 | 0.01% | — | 372 | +15 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 12 | 8 | 0.0% | — | 375 | +12 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 12 | 8 | 0.0% | 0.0% | 373 | +6 | 100.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 13 | 8 | 0.0% | 0.0% | 374 | +3 | 30.0% | Q4 2025 | Jan 14, 2026 |
| Activest Wealth Management | History | New | 11 | 7 | 0.0% | — | 378 | +11 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 11 | 7 | 0.0% | — | 377 | +10 | 1000.0% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11 | 7 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | Reduced | 9 | 6 | 0.0% | 0.0% | 379 | -2 | -18.18% | Q4 2025 | Mar 09, 2026 |
| Motiv8 Investments LLC | History | New | 8 | 5 | 0.0% | — | 381 | +8 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 8 | 5 | 0.0% | — | 382 | +8 | New | Q4 2025 | Feb 17, 2026 |
| SRH ADVISORS, LLC | History | No change | 8 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | Reduced | 7 | 4 | 0.0% | 0.0% | 389 | -10 | -58.82% | Q4 2025 | Feb 04, 2026 |
| EASTERN BANK | History | New | 7 | 4 | 0.0% | — | 383 | +7 | New | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 7 | 4 | 0.0% | — | 387 | +7 | New | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6 | 4 | 0.0% | — | 391 | +6 | New | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7 | 4 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6 | 4 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7 | 4 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Bare Financial Services, Inc | History | No change | 7 | 4 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dogwood Wealth Management LLC | History | No change | 6 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Altshuler Shaham Ltd | History | New | 5 | 3 | 0.0% | — | 392 | +5 | New | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | Added to | 5 | 3 | 0.0% | 0.0% | 393 | +2 | 66.67% | Q4 2025 | Feb 05, 2026 |
| SouthState Bank Corp | History | New | 4 | 2 | 0.0% | — | 394 | +4 | New | Q4 2025 | Feb 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 4 | 2 | 0.0% | 0.0% | 399 | -3 | -42.86% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | New | 3 | 2 | 0.0% | — | 400 | +3 | New | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 2 | 0.0% | — | 398 | +2 | 200.0% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 3 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Red Tortoise LLC | History | No change | 4 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sachetta, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 2 | 1 | 0.0% | — | 405 | +2 | New | Q4 2025 | Feb 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 2 | 1 | 0.0% | 0.0% | 404 | -1 | -33.33% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 2 | 1 | 0.0% | — | 406 | +1 | 100.0% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.09% | — | -11,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -6,968 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.64% | — | -3,077 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,636 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.02% | — | -2,122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,066 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -1,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -1,239 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -832 | -100.0% | Q3 2025 | Jan 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -735 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -699 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -591 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -490 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -459 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.52% | — | -389 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -381 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -380 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -379 | -100.0% | Q3 2025 | Oct 17, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -370 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -332 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CHICAGO TRUST Co NA | History | Closed out | 0 | 0 | — | 0.04% | — | -315 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -307 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ELLERSON GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.15% | — | -300 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Citizens Business Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -284 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SPINNAKER TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -279 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Taylor Hoffman Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -275 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -269 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -252 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Garrett Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -250 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Planned Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -250 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -248 | -100.0% | Q3 2025 | Nov 17, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -247 | -100.0% | Q3 2025 | Nov 12, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q3 2025 | Oct 22, 2025 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -243 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -32 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SHP Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |