NEW JERSEY RESOURCES CORP - NJR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 17,834,813 | 822,541 | 0.01% | 0.01% | 1 | +124,423 | 0.7% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 10,912,990 | 503,307 | 0.01% | 0.01% | 2 | -106,939 | -0.97% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 4,907,588 | 228,622 | 0.01% | 0.01% | 3 | -23,392 | -0.47% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,934,165 | 181,445 | 0.04% | 0.04% | 4 | +367,844 | 10.31% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,684,325 | 123,801 | 0.02% | 0.03% | 5 | -47,846 | -1.75% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,629,373 | 121,284 | 0.01% | 0.01% | 6 | +10,448 | 0.4% | Q4 2025 | Feb 09, 2026 |
| Energy Income Partners, LLC | History | Added to | 1,846,224 | 85,147 | 1.54% | 0.88% | 7 | +894,697 | 94.03% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,483,272 | 68,423 | 0.05% | 0.05% | 8 | +4,866 | 0.33% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 1,302,576 | 60,074 | 0.01% | — | 9 | +1,302,576 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 1,283,533 | 59,196 | 0.0% | 0.0% | 10 | +208,388 | 19.38% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,248,878 | 57,598 | 0.01% | 0.01% | 11 | -86,466 | -6.48% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,210,076 | 55,808 | 0.01% | 0.01% | 12 | -23,579 | -1.91% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,080,900 | 49,851 | 0.01% | 0.01% | 13 | -53,370 | -4.71% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,066,265 | 49,176 | 0.04% | 0.04% | 14 | -92,454 | -7.98% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 871,644 | 40,200 | 0.07% | 0.09% | 15 | -44,962 | -4.91% | Q4 2025 | Feb 06, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 813,871 | 37,535 | 0.08% | 0.08% | 16 | +25,001 | 3.17% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 811,515 | 37,427 | 0.0% | 0.0% | 17 | -334 | -0.04% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 787,628 | 36,325 | 0.02% | 0.02% | 18 | +238,889 | 43.53% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 786,034 | 36,252 | 0.05% | — | 19 | +786,034 | New | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 744,279 | 34,326 | 1.12% | 0.86% | 20 | +205,627 | 38.17% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 694,989 | 32,052 | 0.03% | 0.03% | 21 | +99,300 | 16.67% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 690,179 | 31,831 | 0.01% | 0.01% | 22 | +12,335 | 1.82% | Q4 2025 | Jan 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 638,900 | 29,466 | 0.0% | 0.0% | 23 | -204,302 | -24.23% | Q4 2025 | Mar 25, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 610,054 | 28,135 | 0.02% | 0.02% | 24 | -112 | -0.02% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 602,034 | 27,765 | 0.0% | 0.0% | 25 | -85,091 | -12.38% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 529,169 | 24,405 | 0.0% | 0.0% | 26 | -73,211 | -12.15% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 519,941 | 23,979 | 0.0% | 0.0% | 27 | +32,116 | 6.58% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 476,150 | 21,960 | 0.03% | 0.03% | 28 | +83,886 | 21.39% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 438,685 | 20,232 | 0.3% | 0.29% | 29 | +15,650 | 3.7% | Q4 2025 | Jan 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 427,933 | 19,736 | 0.0% | 0.0% | 30 | +375,483 | 715.89% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 408,611 | 18,845 | 0.26% | 0.22% | 31 | +63,472 | 18.39% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 333,965 | 15,402 | 0.0% | 0.0% | 32 | +10,131 | 3.13% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 329,014 | 15,174 | 0.01% | 0.01% | 33 | -27,840 | -7.8% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 300,471 | 13,857 | 0.0% | 0.0% | 34 | +3,322 | 1.12% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 290,633 | 13,403 | 0.01% | 0.01% | 35 | -71,924 | -19.84% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 274,689 | 12,668 | 0.04% | 0.04% | 36 | -2,592 | -0.93% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 274,647 | 12,666 | 0.0% | 0.0% | 37 | -122,998 | -30.93% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 274,626 | 12,665 | 0.06% | — | 38 | +274,626 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 255,084 | 11,764 | 0.0% | 0.0% | 39 | -3,997 | -1.54% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 254,013 | 11,715 | 0.03% | 0.02% | 40 | +48,797 | 23.78% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 240,887 | 11,109 | 0.0% | 0.0% | 41 | -60,276 | -20.01% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 237,762 | 10,965 | 0.08% | 0.1% | 42 | -2,581 | -1.07% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 217,619 | 10,036 | 0.01% | 0.01% | 43 | -8,841 | -3.9% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 201,264 | 9,282 | 0.07% | 0.07% | 44 | +837 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 198,000 | 9,131 | 0.01% | 0.01% | 45 | +3,500 | 1.8% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 192,697 | 8,887 | 0.0% | 0.0% | 46 | -6,727 | -3.37% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 190,167 | 8,770 | 0.01% | 0.01% | 47 | -10,618 | -5.29% | Q4 2025 | Feb 13, 2026 |
| Sourcerock Group LLC | History | New | 190,084 | 8,766 | 0.49% | — | 48 | +190,084 | New | Q4 2025 | Feb 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 181,218 | 8,357 | 0.99% | 0.97% | 49 | +9,008 | 5.23% | Q4 2025 | Jan 29, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 179,107 | 8,260 | 0.56% | 0.61% | 50 | -3,461 | -1.9% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | No change | 166,239 | 7,667 | 0.12% | 0.13% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 166,003 | 7,656 | 0.01% | 0.0% | 52 | +158,060 | 1989.93% | Q4 2025 | Jan 09, 2026 |
| Legal & General Group Plc | History | Reduced | 164,593 | 7,591 | 0.0% | 0.0% | 53 | -51,069 | -23.68% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 162,216 | 7,481 | 0.0% | 0.0% | 54 | +22,841 | 16.39% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 149,500 | 6,894 | 0.01% | 0.01% | 55 | -653 | -0.43% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 148,805 | 6,866 | 0.0% | 0.0% | 56 | -6,411 | -4.13% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 137,647 | 6,351 | 0.01% | 0.01% | 57 | -562 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 132,947 | 6,131 | 0.29% | 0.29% | 58 | +5,208 | 4.08% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 132,879 | 6,128 | 0.07% | 0.08% | 59 | -15,431 | -10.4% | Q4 2025 | Feb 02, 2026 |
| Trexquant Investment LP | History | Added to | 128,080 | 5,907 | 0.05% | 0.05% | 60 | +23,677 | 22.68% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 127,791 | 5,893 | 0.0% | 0.0% | 61 | -23,124 | -15.32% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 127,092 | 5,861 | 0.03% | 0.03% | 62 | -4,564 | -3.47% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 126,115 | 5,816 | 0.01% | 0.01% | 63 | +4,116 | 3.37% | Q4 2025 | Jan 30, 2026 |
| Retirement Systems of Alabama | History | Reduced | 120,557 | 5,560 | 0.02% | 0.02% | 64 | -894 | -0.74% | Q4 2025 | Jan 15, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 120,094 | 5,538 | 0.74% | 0.78% | 65 | -900 | -0.74% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 115,166 | 5,311 | 0.01% | 0.01% | 66 | +11,686 | 11.29% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 108,930 | 5,023 | 0.0% | 0.0% | 67 | -2,762 | -2.47% | Q4 2025 | Feb 18, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 106,823 | 4,926 | 0.15% | 0.16% | 68 | -5,270 | -4.7% | Q4 2025 | Jan 28, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 106,134 | 4,894 | 0.17% | 0.18% | 69 | -3,900 | -3.54% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 102,680 | 4,735 | 0.0% | 0.0% | 70 | +9,339 | 10.01% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 100,700 | 4,644 | 0.01% | 0.01% | 71 | -3,106 | -2.99% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 100,036 | 4,613 | 0.0% | — | 72 | +100,036 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 96,203 | 4,431 | 0.0% | 0.0% | 73 | -33,688 | -25.94% | Q4 2025 | Mar 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 95,855 | 4,420 | 0.0% | 0.0% | 74 | +4,051 | 4.41% | Q4 2025 | Feb 17, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 94,634 | 4,364 | 0.29% | 0.31% | 75 | -615 | -0.65% | Q4 2025 | Jan 27, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 94,259 | 4,347 | 0.09% | 0.09% | 76 | +1,144 | 1.23% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 94,112 | 4,341 | 0.0% | 0.0% | 77 | +5,027 | 5.64% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 92,246 | 4,254 | 0.0% | 0.0% | 78 | +919 | 1.01% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 87,031 | 4,013 | 0.0% | 0.0% | 79 | -242 | -0.28% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 85,817 | 3,958 | 0.01% | 0.01% | 80 | +14,373 | 20.12% | Q4 2025 | Feb 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 85,138 | 3,926 | 0.0% | 0.0% | 81 | +541 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Castellan Group | History | Added to | 79,843 | 3,682 | 0.46% | 0.53% | 82 | +3,851 | 5.07% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 78,099 | 3,639 | 0.01% | 0.01% | 83 | +2,959 | 3.94% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 78,044 | 3,575 | 0.0% | 0.01% | 84 | -3,245 | -3.99% | Q4 2025 | Jan 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 75,201 | 3,468 | 0.03% | — | 85 | +75,201 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 72,076 | 3,324 | 0.31% | 0.29% | 86 | +8,259 | 12.94% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 72,000 | 3,320 | 0.01% | 0.01% | 87 | +2,300 | 3.3% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 69,302 | 3,196 | 0.0% | — | 88 | +69,302 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 68,726 | 3,169 | 0.01% | 0.01% | 89 | +2,842 | 4.31% | Q4 2025 | Jan 27, 2026 |
| ALPS ADVISORS INC | History | Reduced | 67,380 | 3,107 | 0.02% | 0.02% | 90 | -4,456 | -6.2% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 65,325 | 3,013 | 0.0% | — | 91 | +65,325 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 65,206 | 3,007 | 0.01% | 0.0% | 92 | +43,095 | 194.9% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 63,345 | 2,921 | 0.07% | 0.1% | 93 | -15,586 | -19.75% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 61,816 | 2,851 | 0.0% | 0.0% | 94 | +134 | 0.22% | Q4 2025 | Mar 09, 2026 |
| Aventail Capital Group, LP | History | Reduced | 61,814 | 2,850 | 0.16% | 0.23% | 95 | -41,642 | -40.25% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 60,714 | 2,800 | 0.03% | 0.02% | 96 | +13,325 | 28.12% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 60,147 | 2,773 | 0.01% | 0.01% | 97 | -3,985 | -6.21% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 58,078 | 2,678 | 0.01% | 0.01% | 98 | -25,351 | -30.39% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 57,305 | 2,642 | 0.0% | 0.0% | 99 | +35,261 | 159.96% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 52,552 | 2,600 | 0.01% | 0.01% | 100 | -2,250 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Reduced | 54,886 | 2,531 | 0.04% | 0.04% | 101 | -196 | -0.36% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 46,919 | 2,163 | 0.0% | 0.0% | 102 | -52 | -0.11% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 46,535 | 2,146 | 0.0% | 0.0% | 103 | +10,666 | 29.74% | Q4 2025 | Feb 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 46,504 | 2,144 | 0.01% | 0.01% | 104 | +1,257 | 2.78% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 44,895 | 2,070 | 0.0% | 0.01% | 105 | -632,457 | -93.37% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 44,278 | 2,042 | 0.03% | — | 106 | +44,278 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 42,900 | 1,995 | 0.01% | 0.01% | 107 | +1,100 | 2.63% | Q4 2025 | Jan 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 42,964 | 1,981 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 42,773 | 1,973 | 0.0% | 0.0% | 109 | +1,145 | 2.75% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 42,318 | 1,952 | 0.01% | 0.02% | 110 | -1,932 | -4.37% | Q4 2025 | Feb 05, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 42,078 | 1,940 | 0.03% | — | 111 | +42,078 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 41,805 | 1,928 | 0.02% | 0.02% | 112 | -4,587 | -9.89% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 41,722 | 1,924 | 0.0% | 0.0% | 113 | -5,167 | -11.02% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 41,715 | 1,923 | 0.03% | — | 114 | +41,715 | New | Q4 2025 | Mar 12, 2026 |
| CITIGROUP INC | History | Added to | 40,457 | 1,865 | 0.0% | 0.0% | 115 | +536 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Nicholson Wealth Management Group, LLC | History | Added to | 37,182 | 1,714 | 1.01% | 0.99% | 116 | +1,977 | 5.62% | Q4 2025 | Jan 26, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 36,941 | 1,703 | 0.02% | 0.01% | 117 | +17,437 | 89.4% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 36,623 | 1,689 | 0.0% | 0.0% | 118 | -14,086 | -27.78% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 36,107 | 1,665 | 0.0% | 0.0% | 119 | -2,183 | -5.7% | Q4 2025 | Jan 28, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 35,000 | 1,614 | 0.17% | 0.06% | 120 | +24,175 | 223.33% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 33,600 | 1,549 | 0.0% | 0.0% | 121 | -7,500 | -18.25% | Q4 2025 | Feb 10, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 33,215 | 1,531 | 0.17% | 0.17% | 122 | +2,127 | 6.84% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,520 | 1,499 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 32,346 | 1,492 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,039 | 1,490 | 0.02% | 0.02% | 125 | -551 | -1.74% | Q4 2025 | Jan 21, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 31,592 | 1,457 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 31,359 | 1,446 | 0.0% | — | 127 | +31,359 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 31,107 | 1,435 | 0.0% | 0.0% | 128 | +3,750 | 13.71% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 31,100 | 1,434 | 0.03% | 0.04% | 129 | -11,900 | -27.67% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 30,717 | 1,416 | 0.01% | 0.01% | 130 | -121 | -0.39% | Q4 2025 | Feb 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 30,407 | 1,402 | 0.4% | 0.4% | 131 | +161 | 0.53% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 30,125 | 1,389 | 0.0% | 0.0% | 132 | +854 | 2.92% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 30,033 | 1,385 | 0.01% | 0.01% | 133 | -1,415 | -4.5% | Q4 2025 | Jan 29, 2026 |
| South Dakota Investment Council | History | Reduced | 29,758 | 1,372 | 0.03% | 0.03% | 134 | -2,600 | -8.04% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 29,670 | 1,368 | 0.03% | 0.03% | 135 | +4,684 | 18.75% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 29,222 | 1,347 | 0.05% | 0.06% | 136 | -3,326 | -10.22% | Q4 2025 | Jan 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 28,838 | 1,330 | 0.08% | 0.08% | 137 | +93 | 0.32% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 28,378 | 1,308 | 0.0% | 0.02% | 138 | -100,373 | -77.96% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,287 | 1,305 | 0.0% | 0.0% | 139 | -443 | -1.54% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 27,964 | 1,289 | 0.01% | 0.01% | 140 | -1,737 | -5.85% | Q4 2025 | Jan 28, 2026 |
| ExodusPoint Capital Management, LP | History | New | 27,893 | 1,286 | 0.01% | — | 141 | +27,893 | New | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,800 | 1,282 | 0.02% | 0.02% | 142 | -200 | -0.71% | Q4 2025 | Jan 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,758 | 1,280 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 27,452 | 1,266 | 0.02% | 0.06% | 144 | -44,116 | -61.64% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 26,904 | 1,240 | 0.01% | 0.01% | 145 | +7,339 | 37.51% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 26,851 | 1,238 | 0.04% | 0.04% | 146 | -661 | -2.4% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 26,779 | 1,235 | 0.01% | 0.01% | 147 | -1,200 | -4.29% | Q4 2025 | Feb 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 26,733 | 1,232 | 0.21% | — | 148 | +26,733 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 25,137 | 1,159 | 0.01% | 0.01% | 149 | -644 | -2.5% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,982 | 1,106 | 0.0% | 0.0% | 150 | -526 | -2.15% | Q4 2025 | Feb 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 23,785 | 1,096 | 0.01% | 0.01% | 151 | -100 | -0.42% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 22,475 | 1,036 | 0.01% | 0.02% | 152 | +84 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 22,353 | 1,030 | 0.0% | 0.0% | 153 | -1,085 | -4.63% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | Added to | 21,957 | 1,012 | 0.02% | 0.03% | 154 | +1,077 | 5.16% | Q4 2025 | Feb 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 21,534 | 993 | 0.0% | 0.01% | 155 | -30,320 | -58.47% | Q4 2025 | Feb 17, 2026 |
| Alchemi Wealth, LLC | History | New | 21,514 | 992 | 0.54% | — | 156 | +21,514 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 21,047 | 970 | 0.01% | 0.01% | 157 | -445 | -2.07% | Q4 2025 | Feb 05, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 21,000 | 968 | 0.22% | 0.22% | 158 | -500 | -2.33% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,455 | 943 | 0.0% | 0.0% | 159 | +10,629 | 108.17% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 20,029 | 923 | 0.01% | 0.01% | 160 | -200 | -0.99% | Q4 2025 | Feb 04, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 19,800 | 913 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| L2 Asset Management, LLC | History | Added to | 19,779 | 912 | 0.12% | 0.11% | 162 | +3,759 | 23.46% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | No change | 19,700 | 908 | 0.2% | 0.21% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 19,626 | 905 | 0.0% | 0.0% | 164 | +3,669 | 22.99% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,818 | 868 | 0.03% | 0.03% | 165 | +751 | 4.16% | Q4 2025 | Feb 12, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 18,794 | 866 | 0.31% | 0.33% | 166 | -380 | -1.98% | Q4 2025 | Feb 09, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | New | 18,262 | 842 | 0.0% | — | 167 | +18,262 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Advisors, LLC | History | No change | 17,873 | 832 | 0.09% | 0.11% | 168 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FineMark National Bank & Trust | History | Reduced | 17,943 | 827 | 0.03% | 0.04% | 169 | -4,459 | -19.9% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 17,789 | 820 | 0.0% | 0.0% | 170 | -365 | -2.01% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,239 | 795 | 0.0% | 0.0% | 171 | +104 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 17,096 | 788 | 0.0% | 0.0% | 172 | -194 | -1.12% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 16,831 | 776 | 0.05% | 0.06% | 173 | -445 | -2.58% | Q4 2025 | Feb 02, 2026 |
| Shore Point Advisors, LLC | History | Added to | 16,105 | 742 | 0.31% | 0.34% | 174 | +10 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,774 | 727 | 0.0% | 0.0% | 175 | +2,371 | 17.69% | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 15,707 | 724 | 0.07% | 0.06% | 176 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,372 | 708 | 0.0% | 0.0% | 177 | +1,380 | 9.86% | Q4 2025 | Jan 29, 2026 |
| Laurion Capital Management LP | History | New | 15,058 | 694 | 0.03% | — | 178 | +15,058 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 15,009 | 692 | 0.0% | 0.01% | 179 | -117 | -0.77% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 14,430 | 665 | 0.06% | 0.04% | 181 | +4,817 | 50.11% | Q4 2025 | Feb 17, 2026 |
| REAVES W H & CO INC | History | Reduced | 14,420 | 665 | 0.01% | 0.01% | 180 | -600 | -3.99% | Q4 2025 | Feb 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 14,086 | 649 | 0.1% | — | 182 | +14,086 | New | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,085 | 649 | 0.01% | 0.02% | 183 | -1,291 | -8.4% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 14,000 | 645 | 0.0% | — | 184 | +14,000 | New | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 13,900 | 641 | 0.0% | — | 185 | +13,900 | New | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,800 | 636 | 0.0% | 0.0% | 186 | -5,135 | -27.12% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 13,570 | 625 | 0.02% | 0.02% | 187 | -947 | -6.52% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,359 | 616 | 0.0% | 0.0% | 188 | +3,269 | 32.4% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,251 | 610 | 0.01% | 0.01% | 189 | -819 | -5.82% | Q4 2025 | Jan 23, 2026 |
| Versor Investments LP | History | Added to | 13,024 | 600 | 0.09% | 0.08% | 190 | +4,087 | 45.73% | Q4 2025 | Feb 04, 2026 |
| XPONANCE LLC | History | Reduced | 12,896 | 594 | 0.0% | 0.01% | 191 | -1,784 | -12.15% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,668 | 584 | 0.0% | — | 192 | +12,668 | New | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | New | 12,478 | 575 | 0.01% | — | 194 | +12,478 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,483 | 575 | 0.0% | 0.0% | 193 | +1,921 | 18.19% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,062 | 556 | 0.0% | 0.0% | 195 | -947 | -7.28% | Q4 2025 | Feb 18, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 12,012 | 553 | 0.0% | 0.0% | 196 | -11,571 | -49.07% | Q4 2025 | Feb 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,941 | 550 | 0.01% | 0.01% | 197 | -816 | -6.4% | Q4 2025 | Feb 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 11,650 | 537 | 0.11% | 0.09% | 198 | +2,150 | 22.63% | Q4 2025 | Jan 15, 2026 |
| Amundi | History | New | 11,472 | 529 | 0.0% | — | 199 | +11,472 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | Added to | 11,278 | 520 | 0.0% | 0.0% | 200 | +2,635 | 30.49% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 10,808 | 498 | 0.17% | 0.4% | 201 | +6,628 | 158.56% | Q4 2025 | Jan 20, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 10,696 | 493 | 0.11% | 0.17% | 202 | -12,074 | -53.03% | Q4 2025 | Feb 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 10,615 | 489 | 0.26% | 0.26% | 203 | +16 | 0.15% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | Reduced | 10,600 | 488 | 0.01% | 0.02% | 204 | -21,893 | -67.38% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 10,412 | 480 | 0.0% | 0.0% | 205 | -10,991 | -51.35% | Q4 2025 | Jan 28, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 10,362 | 477 | 0.01% | 0.01% | 206 | -24,331 | -70.13% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 10,128 | 467 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 9,931 | 458 | 0.16% | 0.17% | 208 | -7,775 | -43.91% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,900 | 456 | 0.0% | — | 209 | +9,900 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Quarterback LLC | History | Added to | 9,777 | 450 | 0.16% | 0.18% | 210 | +95 | 0.98% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 9,709 | 448 | 0.0% | 0.0% | 211 | -5,121 | -34.53% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 9,702 | 447 | 0.0% | — | 212 | +9,702 | New | Q4 2025 | Feb 13, 2026 |
| denkapparat Operations GmbH | History | Reduced | 9,534 | 439 | 0.24% | 0.41% | 213 | -3,722 | -28.08% | Q4 2025 | Feb 12, 2026 |
| Summit Global Investments | History | Reduced | 9,412 | 434 | 0.03% | 0.03% | 214 | -18 | -0.19% | Q4 2025 | Feb 18, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,312 | 429 | 0.01% | 0.01% | 215 | +12 | 0.13% | Q4 2025 | Feb 03, 2026 |
| Magnetar Financial LLC | History | Reduced | 9,199 | 424 | 0.0% | 0.0% | 217 | -7,470 | -44.81% | Q4 2025 | Feb 17, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 9,211 | 424 | 0.07% | 0.08% | 216 | -102 | -1.1% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 8,895 | 416 | 0.01% | 0.01% | 218 | -8 | -0.09% | Q4 2025 | Jan 23, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 9,000 | 415 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 8,932 | 411 | 0.04% | 0.05% | 220 | +26 | 0.29% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,904 | 410 | 0.01% | 0.01% | 221 | +1,012 | 12.82% | Q4 2025 | Jan 16, 2026 |
| Freestone Grove Partners LP | History | Reduced | 8,545 | 394 | 0.0% | 0.02% | 222 | -34,948 | -80.35% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,532 | 393 | 0.01% | 0.01% | 223 | +2,998 | 54.17% | Q4 2025 | Feb 11, 2026 |
| CHARTIST INC /CA/ | History | No change | 8,480 | 391 | 0.26% | 0.28% | 224 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | New | 8,457 | 390 | 0.0% | — | 225 | +8,457 | New | Q4 2025 | Jan 26, 2026 |
| AlphaQuest LLC | History | Reduced | 8,364 | 385 | 0.02% | 0.07% | 226 | -12,975 | -60.8% | Q4 2025 | Feb 09, 2026 |
| Abacus Wealth Partners, LLC | History | New | 8,311 | 383 | 0.04% | — | 227 | +8,311 | New | Q4 2025 | Feb 05, 2026 |
| BAILARD, INC. | History | New | 8,200 | 378 | 0.01% | — | 228 | +8,200 | New | Q4 2025 | Feb 04, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,211 | 378 | 0.01% | 0.03% | 229 | -1,870 | -18.55% | Q4 2025 | Feb 04, 2026 |
| Groupe la Francaise | History | Reduced | 8,086 | 372 | 0.01% | 0.01% | 230 | -761 | -8.6% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 8,029 | 370 | 0.0% | 0.0% | 231 | -3,694 | -31.51% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,955 | 366 | 0.0% | 0.0% | 232 | -45,331 | -85.07% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 7,757 | 361 | 0.01% | 0.01% | 233 | -580 | -6.96% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 7,614 | 351 | 0.0% | 0.0% | 234 | +600 | 8.55% | Q4 2025 | Feb 12, 2026 |
| INCEPTIONR LLC | History | Reduced | 7,561 | 348 | 0.1% | 0.14% | 235 | -4,311 | -36.31% | Q4 2025 | Feb 11, 2026 |
| C2C Wealth Management, LLC | History | No change | 7,424 | 342 | 0.29% | 0.31% | 236 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 7,295 | 336 | 0.01% | 0.01% | 237 | -228 | -3.03% | Q4 2025 | Feb 04, 2026 |
| Ethic Inc. | History | Reduced | 7,254 | 334 | 0.01% | 0.01% | 238 | -2,625 | -26.57% | Q4 2025 | Feb 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,276 | 334 | 0.0% | 0.0% | 239 | +643 | 9.69% | Q4 2025 | Jan 15, 2026 |
| MidFirst Bank | History | New | 7,218 | 332 | 0.03% | — | 240 | +7,218 | New | Q4 2025 | Feb 25, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,942 | 320 | 0.0% | 0.01% | 241 | -103,075 | -93.69% | Q4 2025 | Feb 13, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 6,939 | 320 | 0.05% | 0.09% | 242 | -2,888 | -29.39% | Q4 2025 | Feb 10, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 6,399 | 316 | 0.05% | 0.05% | 243 | +8 | 0.13% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 6,689 | 308 | 0.0% | — | 244 | +6,689 | New | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 6,584 | 303 | 0.01% | 0.02% | 245 | -899 | -12.01% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 6,338 | 302 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,544 | 301 | 0.02% | 0.02% | 247 | -500 | -7.1% | Q4 2025 | Feb 17, 2026 |
| Horizon Investment Services, LLC | History | Added to | 6,532 | 301 | 0.11% | 0.11% | 248 | +475 | 7.84% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 6,501 | 299 | 0.01% | 0.01% | 250 | +998 | 18.14% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 6,500 | 299 | 0.0% | 0.0% | 249 | -800 | -10.96% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,419 | 299 | 0.01% | 0.01% | 251 | -344 | -5.09% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,400 | 295 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 6,331 | 292 | 0.0% | 0.0% | 253 | -19,195 | -75.2% | Q4 2025 | Feb 18, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 6,301 | 290 | 0.13% | 0.19% | 255 | +1 | 0.02% | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 6,300 | 290 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 6,216 | 287 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,110 | 281 | 0.0% | 0.0% | 258 | -1,420 | -18.86% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 6,086 | 281 | 0.0% | 0.0% | 257 | -391 | -6.04% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 6,060 | 279 | 0.0% | 0.0% | 259 | -3,877 | -39.02% | Q4 2025 | Feb 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 6,013 | 277 | 0.01% | 0.0% | 260 | +1,800 | 42.72% | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,840 | 269 | 0.0% | 0.02% | 261 | -15,481 | -72.61% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,784 | 266 | 0.01% | 0.01% | 262 | +45 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 5,763 | 265 | 0.03% | 0.03% | 263 | -577 | -9.1% | Q4 2025 | Jan 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,744 | 264 | 0.0% | 0.0% | 264 | +58 | 1.02% | Q4 2025 | Jan 30, 2026 |
| INGALLS & SNYDER LLC | History | No change | 5,614 | 259 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,574 | 257 | 0.0% | 0.0% | 266 | -8 | -0.14% | Q4 2025 | Jan 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,511 | 254 | 0.0% | 0.0% | 268 | -5,205 | -48.57% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,520 | 254 | 0.0% | 0.01% | 267 | -3,956 | -41.75% | Q4 2025 | Feb 02, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 5,333 | 245 | 0.03% | 0.03% | 269 | +19 | 0.36% | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 5,241 | 243 | 0.01% | — | 270 | +5,241 | New | Q4 2025 | Feb 12, 2026 |
| Hobart Private Capital, LLC | History | New | 5,195 | 239 | 0.05% | — | 271 | +5,195 | New | Q4 2025 | Jan 27, 2026 |
| National Wealth Management Group, LLC | History | New | 5,166 | 238 | 0.08% | — | 272 | +5,166 | New | Q4 2025 | Jan 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 5,149 | 237 | 0.0% | 0.0% | 273 | -1,038 | -16.78% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,077 | 236 | 0.01% | — | 274 | +5,077 | New | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 5,102 | 235 | 0.01% | 0.01% | 275 | +14 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,988 | 230 | 0.0% | 0.0% | 276 | +706 | 16.49% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,975 | 229 | 0.0% | 0.0% | 277 | -18 | -0.36% | Q4 2025 | Feb 05, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,902 | 226 | 0.0% | — | 278 | +4,902 | New | Q4 2025 | Feb 04, 2026 |
| DGS Capital Management, LLC | History | New | 4,859 | 224 | 0.04% | — | 279 | +4,859 | New | Q4 2025 | Feb 24, 2026 |
| Faithward Advisors, LLC | History | Reduced | 4,846 | 223 | 0.03% | 0.04% | 280 | -579 | -10.67% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | New | 4,828 | 222 | 0.03% | — | 281 | +4,828 | New | Q4 2025 | Feb 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 4,795 | 221 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,740 | 218 | 0.01% | 0.01% | 283 | -4,336 | -47.77% | Q4 2025 | Feb 17, 2026 |
| Affinity Capital Advisors, LLC | History | New | 4,514 | 208 | 0.03% | — | 284 | +4,514 | New | Q4 2025 | Jan 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,488 | 206 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 4,457 | 205 | 0.13% | 0.13% | 287 | +43 | 0.97% | Q4 2025 | Jan 09, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 4,447 | 205 | 0.03% | 0.03% | 286 | -5 | -0.11% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 4,422 | 203 | 0.01% | 0.01% | 288 | +43 | 0.98% | Q4 2025 | Jan 26, 2026 |
| Ellevest, Inc. | History | Reduced | 4,375 | 201 | 0.03% | 0.04% | 289 | -1,155 | -20.89% | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 4,140 | 192 | 0.06% | 0.07% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,143 | 191 | 0.0% | 0.0% | 291 | -2 | -0.05% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 3,825 | 176 | 0.0% | 0.0% | 292 | -1,838 | -32.46% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,835 | 176 | 0.0% | 0.0% | 293 | +58 | 1.54% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,733 | 172 | 0.0% | 0.0% | 294 | +1,225 | 48.84% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,632 | 167 | 0.0% | 0.0% | 295 | +3,530 | 3460.78% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,612 | 166 | 0.04% | 0.01% | 296 | +3,395 | 1564.52% | Q4 2025 | Mar 03, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 3,503 | 161 | 0.04% | 0.05% | 297 | -205 | -5.53% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,088 | 142 | 0.01% | 0.01% | 298 | -427 | -12.15% | Q4 2025 | Jan 05, 2026 |
| KBC Group NV | History | No change | 2,985 | 138 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,911 | 134 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,712 | 125 | 0.0% | 0.0% | 301 | +157 | 6.14% | Q4 2025 | Jan 23, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,680 | 123 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 2,714 | 121 | 0.0% | — | 303 | +2,714 | New | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,337 | 107 | 0.0% | 0.0% | 304 | -790 | -25.26% | Q4 2025 | Jan 30, 2026 |
| UMB Bank, n.a. | History | Added to | 2,261 | 104 | 0.0% | 0.0% | 305 | +581 | 34.58% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,228 | 103 | 0.0% | 0.0% | 306 | +549 | 32.7% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,212 | 102 | 0.0% | 0.0% | 307 | -8 | -0.36% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | Reduced | 2,163 | 99 | 0.0% | 0.02% | 308 | -29,781 | -93.23% | Q4 2025 | Feb 02, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 2,012 | 92 | 0.06% | 0.06% | 309 | -117 | -5.5% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,946 | 89 | 0.0% | 0.0% | 310 | -45 | -2.26% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,702 | 78 | 0.0% | 0.0% | 311 | -357 | -17.34% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,552 | 71 | 0.0% | — | 312 | +1,552 | New | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,503 | 69 | 0.0% | 0.0% | 313 | -37 | -2.4% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,311 | 60 | 0.0% | 0.0% | 314 | +210 | 19.07% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,291 | 59 | 0.0% | 0.0% | 315 | -587 | -31.26% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,118 | 51 | 0.01% | — | 317 | +1,118 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,111 | 51 | 0.0% | 0.0% | 316 | -299 | -21.21% | Q4 2025 | Feb 06, 2026 |
| Plato Investment Management Ltd | History | Added to | 1,071 | 49 | 0.0% | 0.0% | 318 | +852 | 389.04% | Q4 2025 | Feb 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 998 | 46 | 0.0% | 0.0% | 319 | +30 | 3.1% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 933 | 43 | 0.0% | 0.0% | 320 | +505 | 117.99% | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 900 | 41 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 898 | 41 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 840 | 38 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 807 | 37 | 0.0% | 0.0% | 324 | +115 | 16.62% | Q4 2025 | Feb 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 823 | 37 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 786 | 36 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 763 | 35 | 0.0% | 0.0% | 327 | +150 | 24.47% | Q4 2025 | Feb 05, 2026 |
| Torren Management, LLC | History | New | 752 | 34 | 0.02% | — | 329 | +752 | New | Q4 2025 | Jan 30, 2026 |
| Crews Bank & Trust | History | No change | 748 | 34 | 0.0% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 718 | 33 | 0.0% | 0.0% | 330 | -964 | -57.31% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Advisors | History | No change | 700 | 32 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 692 | 31 | 0.0% | 0.0% | 332 | -309 | -30.87% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 639 | 29 | 0.0% | 0.0% | 335 | -260 | -28.92% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 645 | 29 | 0.0% | 0.0% | 333 | +58 | 9.88% | Q4 2025 | Jan 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 641 | 29 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 623 | 28 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 506 | 23 | 0.0% | 0.0% | 337 | -9 | -1.75% | Q4 2025 | Jan 20, 2026 |
| Roxbury Financial LLC | History | Added to | 508 | 23 | 0.02% | 0.02% | 338 | +5 | 0.99% | Q4 2025 | Jan 05, 2026 |
| Asset Dedication, LLC | History | No change | 492 | 22 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 470 | 21 | 0.0% | — | 340 | +470 | New | Q4 2025 | Mar 04, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 438 | 20 | 0.0% | — | 341 | +438 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 440 | 20 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Navalign, LLC | History | New | 419 | 19 | 0.0% | — | 343 | +419 | New | Q4 2025 | Feb 05, 2026 |
| FNY Investment Advisers, LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 373 | 17 | 0.0% | 0.0% | 345 | +28 | 8.12% | Q4 2025 | Jan 07, 2026 |
| GODSEY & GIBB, INC | History | No change | 351 | 16 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MOTCO | History | No change | 350 | 16 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 336 | 15 | 0.0% | 0.0% | 348 | +50 | 17.48% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 310 | 14 | 0.0% | 0.0% | 349 | +133 | 75.14% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 322 | 14 | 0.0% | 0.0% | 351 | +83 | 34.73% | Q4 2025 | Feb 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 320 | 14 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Byrne Asset Management LLC | History | No change | 325 | 14 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 290 | 13 | 0.0% | — | 356 | +290 | New | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | Reduced | 300 | 13 | 0.01% | 0.01% | 357 | -200 | -40.0% | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 287 | 13 | 0.0% | 0.0% | 354 | +112 | 64.0% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 300 | 13 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 300 | 13 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Covestor Ltd | History | Reduced | 244 | 11 | 0.01% | 0.08% | 359 | -2,692 | -91.69% | Q4 2025 | Feb 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 240 | 11 | 0.0% | 0.0% | 358 | -12 | -4.76% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 212 | 9 | 0.0% | 0.01% | 361 | -7,448 | -97.23% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 206 | 9 | 0.0% | — | 363 | +206 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 201 | 9 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Colonial Trust Co / SC | History | No change | 201 | 9 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | Reduced | 192 | 8 | 0.0% | 0.0% | 365 | -93 | -32.63% | Q4 2025 | Jan 29, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 169 | 7 | 0.01% | — | 367 | +169 | New | Q4 2025 | Jan 26, 2026 |
| Redwood Park Advisors LLC | History | Added to | 153 | 7 | 0.0% | 0.0% | 368 | +1 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 158 | 7 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 145 | 6 | 0.0% | 0.0% | 369 | +100 | 222.22% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 110 | 5 | 0.0% | 0.0% | 371 | +70 | 175.0% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | New | 106 | 4 | 0.0% | — | 380 | +106 | New | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 103 | 4 | 0.0% | — | 381 | +103 | New | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Added to | 93 | 4 | 0.0% | 0.0% | 378 | +58 | 165.71% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 89 | 4 | 0.0% | 0.0% | 375 | +45 | 102.27% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 106 | 4 | 0.0% | 0.0% | 377 | +34 | 47.22% | Q4 2025 | Jan 14, 2026 |
| Manchester Capital Management LLC | History | Added to | 96 | 4 | 0.0% | 0.0% | 376 | +8 | 9.09% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 91 | 4 | 0.0% | 0.0% | 379 | -5 | -5.21% | Q4 2025 | Feb 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 102 | 4 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 75 | 3 | 0.0% | — | 385 | +75 | New | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | No change | 85 | 3 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 82 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 75 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 55 | 2 | 0.0% | — | 386 | +55 | New | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 46 | 2 | 0.0% | — | 388 | +46 | New | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 37 | 1 | 0.0% | — | 391 | +37 | New | Q4 2025 | Jan 09, 2026 |
| Sankala Group LLC | History | New | 23 | 1 | 0.0% | — | 393 | +23 | New | Q4 2025 | Mar 02, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 29 | 1 | 0.0% | — | 389 | +11 | 61.11% | Q4 2025 | Jan 22, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 390 | -3 | -9.38% | Q4 2025 | Jan 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 22 | 1 | 0.0% | — | 392 | +3 | 15.79% | Q4 2025 | Jan 12, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -812,696 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -237,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -171,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -133,438 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -70,430 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 13.18% | — | -58,974 | -100.0% | Q3 2025 | Dec 09, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,916 | -100.0% | Q3 2025 | Oct 30, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -32,344 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.08% | — | -32,204 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,811 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,212 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vista Cima Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -13,815 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,796 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -11,269 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,661 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARS Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,342 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -6,826 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -6,275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,023 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -5,017 | -100.0% | Q3 2025 | Nov 10, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -4,565 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,452 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,297 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRADY FAMILY WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,265 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,198 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,183 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,177 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,156 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -2,751 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,141 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,004 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 14 | 0 | — | 0.01% | — | -572 | -97.61% | Q4 2025 | Feb 10, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -456 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -437 | -98.2% | Q4 2025 | Feb 02, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -363 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 03, 2025 |
| City State Bank | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 28, 2026 |
| Signature Equity Partners, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Strive Financial Group ,LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 18, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +5 | 83.33% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 11 | 0 | — | — | — | -3 | -21.43% | Q4 2025 | Jan 21, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| S&T BANK/PA | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bare Financial Services, Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |