NERDWALLET, INC. - NRDS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Topline Capital Management, LLC | History | No change | 5,251,145 | 71,153 | 6.44% | 9.71% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,697,862 | 50,106 | 0.0% | 0.0% | 2 | -296,318 | -7.42% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,154,391 | 42,742 | 0.0% | 0.0% | 3 | +116,777 | 3.84% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,364,950 | 18,495 | 0.01% | 0.01% | 4 | +231,160 | 20.39% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,169,058 | 15,842 | 0.0% | 0.0% | 5 | +55,003 | 4.94% | Q4 2025 | Feb 12, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 1,034,086 | 14,011 | 0.59% | 0.83% | 6 | -49,409 | -4.56% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 928,521 | 12,583 | 0.0% | 0.0% | 7 | -10,662 | -1.14% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 922,142 | 12,495 | 0.0% | 0.0% | 8 | +28,844 | 3.23% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 807,781 | 10,945 | 0.01% | 0.0% | 9 | +702,816 | 669.57% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 799,437 | 10,832 | 0.02% | 0.01% | 10 | +70,337 | 9.65% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 624,456 | 8,461 | 0.03% | — | 11 | +624,456 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 561,316 | 7,605 | 0.0% | 0.0% | 12 | +168,671 | 42.96% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 538,421 | 7,295 | 0.0% | 0.0% | 13 | +497,978 | 1231.31% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 519,093 | 7,033 | 0.02% | 0.03% | 14 | -368,727 | -41.53% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 489,591 | 6,633 | 0.0% | 0.0% | 15 | +167,954 | 52.22% | Q4 2025 | Jan 29, 2026 |
| Trexquant Investment LP | History | Reduced | 448,938 | 6,083 | 0.05% | 0.05% | 16 | -10,021 | -2.18% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 377,735 | 5,118 | 0.0% | 0.0% | 17 | +82,274 | 27.85% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 360,512 | 4,884 | 0.0% | 0.0% | 18 | +180,397 | 100.16% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 330,631 | 4,480 | 0.0% | 0.0% | 19 | +247,157 | 296.09% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 315,969 | 4,281 | 0.0% | 0.0% | 20 | -15,708 | -4.74% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 310,814 | 4,211 | 0.0% | 0.0% | 21 | -24,553 | -7.32% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 339,768 | 3,934 | 0.01% | 0.01% | 22 | -16,183 | -4.55% | Q4 2025 | Feb 11, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 253,241 | 3,431 | 0.12% | 0.1% | 23 | -11,215 | -4.24% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 250,418 | 3,393 | 0.0% | 0.0% | 24 | +101,847 | 68.55% | Q4 2025 | Mar 25, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 245,770 | 3,330 | 0.0% | 0.0% | 25 | +82,155 | 50.21% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 189,343 | 2,565 | 0.0% | 0.0% | 26 | -291,489 | -60.62% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 189,197 | 2,563 | 0.0% | 0.0% | 27 | -168,163 | -47.06% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 184,082 | 2,494 | 0.0% | 0.0% | 28 | +2,316 | 1.27% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 179,700 | 2,434 | 0.0% | 0.0% | 29 | +111,600 | 163.88% | Q4 2025 | Mar 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 176,828 | 2,396 | 0.0% | 0.0% | 30 | +97,101 | 121.79% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 166,839 | 2,261 | 0.1% | 0.09% | 31 | -8,184 | -4.68% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 138,527 | 1,877 | 0.0% | 0.0% | 32 | +83,535 | 151.9% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 123,606 | 1,674 | 0.0% | 0.0% | 33 | +20,765 | 20.19% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 121,952 | 1,652 | 0.0% | 0.0% | 34 | -6,139 | -4.79% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 117,118 | 1,586 | 0.0% | 13.05% | 35 | -144,203 | -55.18% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 110,116 | 1,492 | 0.0% | 0.0% | 36 | -5,941 | -5.12% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 109,037 | 1,477 | 0.0% | 0.0% | 37 | +62,664 | 135.13% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 106,982 | 1,449 | 0.0% | 0.0% | 38 | +88,582 | 481.42% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 104,806 | 1,420 | 0.0% | — | 39 | +104,806 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 103,226 | 1,398 | 0.0% | 0.0% | 40 | +22,406 | 27.72% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Added to | 85,596 | 1,159 | 0.0% | 0.0% | 41 | +25,296 | 41.95% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 84,192 | 1,140 | 0.0% | 0.0% | 42 | -16,600 | -16.47% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 74,784 | 1,013 | 0.03% | 0.02% | 43 | +43,794 | 141.32% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 74,300 | 1,006 | 0.0% | 0.0% | 44 | +5,500 | 7.99% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 71,178 | 964 | 0.01% | — | 45 | +71,178 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 68,726 | 931 | 0.0% | 0.0% | 46 | +56,090 | 443.89% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 68,337 | 925 | 0.05% | 0.02% | 47 | +42,133 | 160.79% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 63,634 | 862 | 0.0% | 0.0% | 48 | +11,212 | 21.39% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 60,400 | 818 | 0.0% | 0.0% | 49 | -100,444 | -62.45% | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 60,393 | 818 | 0.19% | 0.09% | 50 | +10,287 | 20.53% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Reduced | 60,047 | 813 | 0.05% | 0.11% | 51 | -108,909 | -64.46% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 57,151 | 774 | 0.0% | 0.0% | 52 | -40,872 | -41.7% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Reduced | 55,879 | 757 | 0.08% | 0.08% | 53 | -12,658 | -18.47% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 53,674 | 727 | 0.0% | — | 54 | +53,674 | New | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 51,245 | 694 | 0.0% | 0.0% | 55 | -8,004 | -13.51% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,813 | 674 | 0.0% | 0.0% | 56 | +21,477 | 75.79% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 49,506 | 670 | 0.0% | 0.0% | 57 | +17,190 | 53.19% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 47,458 | 643 | 0.0% | 0.0% | 58 | +9,752 | 25.86% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 46,394 | 628 | 0.0% | 0.0% | 59 | -3,773 | -7.52% | Q4 2025 | Feb 09, 2026 |
| Lotus Technology Management, LP | History | New | 45,769 | 620 | 0.34% | — | 60 | +45,769 | New | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 45,156 | 611 | 0.01% | — | 61 | +45,156 | New | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 42,702 | 578 | 0.0% | — | 62 | +42,702 | New | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Added to | 40,732 | 551 | 0.09% | 0.04% | 63 | +20,900 | 105.39% | Q4 2025 | Feb 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 40,000 | 542 | 0.0% | — | 64 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 37,600 | 509 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 37,095 | 502 | 0.0% | 0.0% | 66 | +58 | 0.16% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 36,156 | 489 | 0.0% | — | 68 | +36,156 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 36,100 | 489 | 0.0% | 0.0% | 67 | +10,000 | 38.31% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 35,545 | 482 | 0.0% | 0.0% | 69 | +2,447 | 7.39% | Q4 2025 | Feb 17, 2026 |
| AVIVA PLC | History | Reduced | 33,340 | 451 | 0.0% | 0.0% | 70 | -12,059 | -26.56% | Q4 2025 | Feb 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 33,026 | 447 | 0.0% | — | 71 | +33,026 | New | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 32,278 | 437 | 0.01% | 0.01% | 72 | -8,000 | -19.86% | Q4 2025 | Jan 28, 2026 |
| Numerai GP LLC | History | New | 31,211 | 422 | 0.05% | — | 73 | +31,211 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 30,335 | 411 | 0.01% | 0.05% | 74 | -148,559 | -83.04% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 30,110 | 407 | 0.0% | 0.0% | 75 | +15,868 | 111.42% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | Reduced | 30,000 | 406 | 0.02% | 0.02% | 76 | -5,000 | -14.29% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 29,569 | 401 | 0.0% | 0.0% | 77 | -10,954 | -27.03% | Q4 2025 | Jan 09, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 29,495 | 399 | 0.0% | 0.0% | 78 | -100,870 | -77.38% | Q4 2025 | Feb 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 28,490 | 386 | 0.06% | 0.05% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 27,756 | 376 | 0.0% | 0.0% | 80 | -201,735 | -87.91% | Q4 2025 | Feb 10, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 26,317 | 356 | 0.01% | — | 81 | +26,317 | New | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 24,862 | 336 | 0.0% | 0.0% | 82 | -2,281 | -8.4% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 24,273 | 328 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 24,009 | 325 | 0.0% | 0.0% | 84 | -59,181 | -71.14% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 23,983 | 324 | 0.0% | 0.0% | 85 | +2,809 | 13.27% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | New | 23,480 | 318 | 0.16% | — | 86 | +23,480 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 23,096 | 312 | 0.07% | 0.11% | 87 | -13,758 | -37.33% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 22,275 | 310 | 0.0% | — | 88 | +22,275 | New | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 22,843 | 309 | 0.0% | 0.0% | 89 | +16,028 | 235.19% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 22,679 | 307 | 0.01% | 0.01% | 90 | -2,940 | -11.48% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 21,153 | 286 | 0.0% | 0.0% | 91 | -2,454 | -10.4% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 20,815 | 282 | 0.0% | — | 92 | +20,815 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 19,850 | 268 | 0.0% | 0.0% | 93 | +521 | 2.7% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | New | 19,600 | 265 | 0.01% | — | 94 | +19,600 | New | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,849 | 255 | 0.0% | 0.0% | 95 | +7,600 | 67.56% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,118 | 245 | 0.0% | 0.0% | 96 | +3,349 | 22.68% | Q4 2025 | Jan 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,375 | 221 | 0.0% | 0.0% | 97 | -2,509 | -13.29% | Q4 2025 | Feb 10, 2026 |
| Yorktown Management & Research Co Inc | History | New | 15,100 | 204 | 0.16% | — | 98 | +15,100 | New | Q4 2025 | Jan 23, 2026 |
| Caption Management, LLC | History | New | 15,000 | 203 | 0.0% | — | 99 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 14,643 | 198 | 0.08% | 1.03% | 100 | -5,356 | -26.78% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 14,534 | 196 | 0.0% | — | 101 | +14,534 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 13,992 | 189 | 0.0% | 0.0% | 102 | +1,857 | 15.3% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 13,400 | 181 | 0.01% | — | 103 | +13,400 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 13,096 | 177 | 0.0% | 0.0% | 104 | +204 | 1.58% | Q4 2025 | Jan 26, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,970 | 175 | 0.0% | — | 105 | +12,970 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,543 | 169 | 0.0% | 0.0% | 106 | +405 | 3.34% | Q4 2025 | Jan 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,164 | 164 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 11,225 | 152 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 11,035 | 149 | 0.0% | — | 109 | +11,035 | New | Q4 2025 | Feb 04, 2026 |
| Moran Wealth Management, LLC | History | New | 10,916 | 147 | 0.0% | — | 110 | +10,916 | New | Q4 2025 | Jan 26, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 10,557 | 142 | 0.0% | — | 111 | +10,557 | New | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 10,469 | 141 | 0.0% | 0.0% | 112 | -292 | -2.71% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,985 | 135 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,100 | 109 | 0.0% | 0.0% | 114 | +2,100 | 35.0% | Q4 2025 | Jan 28, 2026 |
| CAZ INVESTMENTS LP | History | Reduced | 5,514 | 74 | 0.13% | 0.43% | 115 | -15,802 | -74.13% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,499 | 47 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,247 | 43 | 0.0% | — | 117 | +3,247 | New | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | New | 2,516 | 34 | 0.02% | — | 118 | +2,516 | New | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,420 | 33 | 0.0% | — | 119 | +2,420 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,085 | 28 | 0.0% | 0.0% | 120 | +513 | 32.63% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 1,843 | 24 | 0.0% | 0.0% | 121 | -2,888 | -61.04% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,743 | 23 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | Added to | 1,588 | 21 | 0.0% | 0.0% | 124 | +417 | 35.61% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 1,600 | 21 | 0.0% | 0.0% | 123 | -150 | -8.57% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,511 | 20 | 0.0% | 0.0% | 125 | +361 | 31.39% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Added to | 1,346 | 18 | 0.0% | 0.0% | 126 | +197 | 17.15% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,187 | 16 | 0.0% | 0.0% | 127 | +15 | 1.28% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 900 | 12 | 0.0% | 0.0% | 128 | -100 | -10.0% | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 712 | 9 | 0.0% | — | 129 | +621 | 682.42% | Q4 2025 | Jan 20, 2026 |
| FEDERATED HERMES, INC. | History | New | 641 | 8 | 0.0% | — | 130 | +641 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 547 | 7 | 0.0% | — | 131 | +492 | 894.55% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 415 | 5 | 0.0% | 0.0% | 133 | -515 | -55.38% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 418 | 5 | 0.0% | 0.0% | 132 | -298 | -41.62% | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | Added to | 413 | 5 | 0.0% | 0.0% | 134 | +184 | 80.35% | Q4 2025 | Jan 05, 2026 |
| True Wealth Design, LLC | History | No change | 344 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sound Income Strategies, LLC | History | New | 300 | 3 | 0.0% | — | 139 | +300 | New | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Added to | 289 | 3 | 0.0% | 0.0% | 137 | +189 | 189.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 237 | 3 | 0.0% | 0.0% | 136 | +117 | 97.5% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 244 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stephens Consulting, LLC | History | No change | 265 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 220 | 2 | 0.0% | 0.0% | 142 | -316 | -58.96% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 177 | 2 | 0.0% | — | 141 | +177 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 151 | 2 | 0.0% | — | 143 | +136 | 906.67% | Q4 2025 | Jan 23, 2026 |
| Marquette Asset Management, LLC | History | New | 92 | 1 | 0.0% | — | 145 | +92 | New | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | New | 79 | 1 | 0.0% | — | 147 | +79 | New | Q4 2025 | Feb 06, 2026 |
| Monetary Solutions, Ltd | History | New | 75 | 1 | 0.0% | — | 149 | +75 | New | Q4 2025 | Feb 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 96 | 1 | 0.0% | 0.0% | 144 | +1 | 1.05% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | No change | 116 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 95 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steamboat Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -40,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,821 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,755 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17,343 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,218 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -13,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -13,600 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,750 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,096 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.17% | — | -11,096 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,318 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,202 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,401 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Arax Advisory Partners | History | Reduced | 12 | 0 | — | 0.0% | — | -2,677 | -99.55% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,133 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -388 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IFP Advisors, Inc | History | Reduced | 24 | 0 | — | 0.0% | — | -77 | -76.24% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 52 | 0 | — | — | — | +52 | New | Q4 2025 | Mar 03, 2026 |
| Larson Financial Group LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smartleaf Asset Management LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 48 | 0 | — | — | — | +11 | 29.73% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 32 | 0 | — | — | — | -3 | -8.57% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |