NovoCure Ltd - NVCR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 16,796,979 | 217,184 | 0.01% | 0.01% | 1 | +27,101 | 0.16% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 13,541,448 | 175,090 | 0.0% | 0.0% | 2 | -406,110 | -2.91% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 10,958,209 | 141,689 | 0.0% | 0.0% | 3 | +502,368 | 4.8% | Q4 2025 | Jan 29, 2026 |
| Soleus Capital Management, L.P. | History | Reduced | 8,530,665 | 110,301 | 4.07% | 6.27% | 4 | -1,114,207 | -11.55% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 5,069,895 | 65,553 | 0.0% | 0.0% | 5 | +4,153,741 | 453.39% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 2,577,239 | 33,323 | 0.0% | 0.0% | 6 | -33,449 | -1.28% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,476,646 | 32,028 | 0.0% | 0.0% | 7 | +1,658 | 0.07% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,010,248 | 25,992 | 0.05% | 0.05% | 8 | +488,080 | 32.06% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,387,754 | 17,943 | 0.03% | 0.02% | 9 | +314,900 | 29.35% | Q4 2025 | Feb 12, 2026 |
| Palo Alto Investors LP | History | Added to | 1,298,964 | 16,795 | 2.34% | 3.0% | 10 | +42,805 | 3.41% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 1,273,349 | 16,464 | 0.0% | 0.01% | 11 | -434,493 | -25.44% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,223,755 | 15,823 | 0.06% | — | 12 | +1,223,755 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,178,045 | 15,232 | 0.0% | 0.0% | 13 | +273,539 | 30.24% | Q4 2025 | Mar 25, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 1,121,274 | 14,498 | 0.01% | 0.01% | 14 | -2,757 | -0.25% | Q4 2025 | Jan 23, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,019,969 | 13,483 | 0.01% | — | 15 | +1,019,969 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,041,532 | 13,467 | 0.01% | 0.01% | 16 | -177,275 | -14.54% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 991,853 | 12,824 | 0.0% | 0.0% | 17 | +272,133 | 37.81% | Q4 2025 | Feb 17, 2026 |
| C WorldWide Group Holding A/S | History | No change | 971,784 | 12,565 | 0.22% | 0.19% | 18 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 927,400 | 11,991 | 0.02% | — | 19 | +927,400 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 909,131 | 11,755 | 0.0% | 0.0% | 20 | +344,074 | 60.89% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 900,496 | 11,643 | 0.01% | 0.0% | 21 | +783,896 | 672.3% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 878,998 | 11,365 | 0.18% | 0.15% | 22 | +196,140 | 28.72% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 876,816 | 11,337 | 0.0% | 0.0% | 23 | -33,333 | -3.66% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 858,986 | 11,106 | 0.0% | 0.0% | 24 | -38,134 | -4.25% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 822,385 | 10,633 | 0.01% | 0.0% | 25 | +320,706 | 63.93% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 752,143 | 9,726 | 0.0% | 0.0% | 26 | +186,380 | 32.94% | Q4 2025 | Feb 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 707,609 | 9,149 | 0.06% | 0.06% | 27 | +1,534 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 661,297 | 8,550 | 0.02% | 0.02% | 28 | +96,794 | 17.15% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 646,666 | 8,361 | 0.0% | 0.01% | 29 | -688,824 | -51.58% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 561,237 | 7,256 | 0.09% | 0.03% | 30 | +344,795 | 159.3% | Q4 2025 | Feb 17, 2026 |
| Vestal Point Capital, LP | History | Added to | 525,000 | 6,788 | 0.23% | 0.23% | 31 | +125,000 | 31.25% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 472,914 | 6,114 | 0.0% | 0.0% | 32 | -196,766 | -29.38% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 447,255 | 5,783 | 0.0% | 0.0% | 33 | +49,233 | 12.37% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 414,742 | 5,362 | 0.0% | 0.0% | 34 | +217,919 | 110.72% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 407,204 | 5,265 | 0.02% | 0.03% | 35 | -224,340 | -35.52% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 406,664 | 5,258 | 0.0% | 0.0% | 36 | +161,095 | 65.6% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 402,882 | 5,209 | 0.0% | 0.0% | 37 | +120,698 | 42.77% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 378,974 | 4,900 | 0.01% | 0.0% | 38 | +322,295 | 568.63% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 373,392 | 4,828 | 0.01% | 0.0% | 39 | +372,239 | 32284.39% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 352,459 | 4,557 | 0.01% | 0.0% | 40 | +235,092 | 200.31% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 342,953 | 4,434 | 0.0% | 0.0% | 41 | +10,482 | 3.15% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 314,080 | 4,061 | 0.0% | 0.0% | 42 | +226,849 | 260.06% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 313,218 | 4,049 | 0.0% | 0.0% | 43 | -29,251 | -8.54% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 310,813 | 4,018 | 0.0% | 0.0% | 44 | +177,615 | 133.35% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 298,528 | 3,859 | 0.0% | 0.0% | 45 | -31,566 | -9.56% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Added to | 291,332 | 3,766 | 0.04% | 0.04% | 46 | +18,006 | 6.59% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 289,359 | 3,741 | 0.06% | 0.01% | 47 | +262,609 | 981.72% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 284,645 | 3,680 | 0.01% | 36.35% | 48 | -321,425 | -53.03% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 278,806 | 3,605 | 0.0% | 0.0% | 49 | +251,082 | 905.65% | Q4 2025 | Jan 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 264,894 | 3,425 | 0.0% | 0.0% | 50 | +14,582 | 5.83% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 259,078 | 3,342 | 0.01% | 0.0% | 51 | +50,170 | 24.02% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Reduced | 250,862 | 3,243 | 0.01% | 0.02% | 52 | -112,676 | -30.99% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 244,072 | 3,155 | 0.0% | 0.0% | 53 | +175,712 | 257.04% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Added to | 238,360 | 3,081 | 0.1% | 0.07% | 54 | +42,845 | 21.91% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 226,500 | 2,928 | 0.0% | 0.0% | 55 | -969,124 | -81.06% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 209,500 | 2,708 | 0.0% | 0.0% | 56 | +4,200 | 2.05% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 206,819 | 2,674 | 0.0% | 0.0% | 57 | +142,886 | 223.49% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 192,800 | 2,492 | 0.0% | 0.0% | 58 | +149,800 | 348.37% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 168,997 | 2,185 | 0.0% | 0.01% | 59 | -53,451 | -24.03% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 168,873 | 2,183 | 0.01% | 0.01% | 60 | +73,668 | 77.38% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 155,199 | 2,006 | 0.0% | 0.0% | 61 | +114,209 | 278.63% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 153,518 | 1,984 | 0.04% | — | 62 | +153,518 | New | Q4 2025 | Feb 13, 2026 |
| Birchview Capital, LP | History | Added to | 152,100 | 1,966 | 1.15% | 1.0% | 63 | +50,000 | 48.97% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 148,519 | 1,920 | 0.0% | 0.0% | 64 | +66,544 | 81.18% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 144,728 | 1,871 | 0.01% | 0.0% | 65 | +113,599 | 364.93% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 136,030 | 1,758 | 0.0% | 0.0% | 66 | -1,076 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 131,800 | 1,704 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 124,960 | 1,615 | 0.0% | 0.0% | 68 | -22,353 | -15.17% | Q4 2025 | Feb 13, 2026 |
| Eversept Partners, LP | History | New | 120,978 | 1,564 | 0.08% | — | 69 | +120,978 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 115,136 | 1,488 | 0.0% | 0.0% | 70 | +9,714 | 9.21% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | New | 111,546 | 1,442 | 0.03% | — | 71 | +111,546 | New | Q4 2025 | Jan 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 105,412 | 1,362 | 0.0% | 0.0% | 72 | -2,383 | -2.21% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | No change | 100,000 | 1,293 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 99,405 | 1,285 | 0.2% | 0.09% | 74 | +52,587 | 112.32% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 99,304 | 1,284 | 0.0% | 0.0% | 75 | -4,892 | -4.69% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 97,109 | 1,255 | 0.0% | 0.0% | 76 | -4,225 | -4.17% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 96,101 | 1,242 | 0.0% | 0.0% | 77 | -55,614 | -36.66% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 94,094 | 1,217 | 0.0% | 0.0% | 78 | -16,212 | -14.7% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 88,181 | 1,140 | 0.0% | — | 79 | +88,181 | New | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 86,900 | 1,123 | 0.0% | 0.0% | 80 | +60,100 | 224.25% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 85,264 | 1,102 | 0.02% | 0.02% | 81 | -3,049 | -3.45% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 83,686 | 1,082 | 0.03% | 0.02% | 82 | +3,517 | 4.39% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 73,720 | 953 | 0.01% | 0.01% | 83 | +9,621 | 15.01% | Q4 2025 | Jan 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 72,949 | 943 | 0.0% | — | 84 | +72,949 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 71,286 | 921 | 0.0% | 0.0% | 85 | +26,514 | 59.22% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 68,311 | 883 | 0.01% | 0.01% | 86 | +15,030 | 28.21% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 67,968 | 878 | 0.0% | 0.0% | 87 | -7,806 | -10.3% | Q4 2025 | Feb 19, 2026 |
| XTX Topco Ltd | History | Added to | 58,795 | 760 | 0.02% | 0.02% | 88 | +36,111 | 159.19% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 58,100 | 751 | 0.0% | 0.0% | 89 | -1,100 | -1.86% | Q4 2025 | Feb 02, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 56,930 | 736 | 0.0% | 0.0% | 90 | -5,787 | -9.23% | Q4 2025 | Feb 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 54,245 | 701 | 0.02% | 0.02% | 91 | +12,915 | 31.25% | Q4 2025 | Jan 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 53,045 | 685 | 0.0% | 0.0% | 92 | -29,122 | -35.44% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 51,421 | 664 | 0.0% | 0.0% | 93 | +2,857 | 5.88% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | New | 51,218 | 662 | 0.08% | — | 94 | +51,218 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 50,542 | 653 | 0.01% | — | 95 | +50,542 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 49,367 | 638 | 0.03% | 0.03% | 96 | +19,614 | 65.92% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 46,781 | 614 | 0.0% | 0.0% | 97 | -8,254 | -15.0% | Q4 2025 | Mar 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 97,368 | 607 | 0.0% | 0.0% | 98 | +62,341 | 177.98% | Q4 2025 | Mar 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 45,000 | 581 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 41,303 | 534 | 0.0% | — | 100 | +41,303 | New | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Added to | 40,018 | 517 | 0.05% | 0.05% | 101 | +4,646 | 13.13% | Q4 2025 | Jan 29, 2026 |
| Voleon Capital Management LP | History | Added to | 39,761 | 514 | 0.01% | 0.01% | 102 | +21,914 | 122.79% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 39,676 | 513 | 0.0% | 0.0% | 103 | +3,940 | 11.03% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 38,857 | 502 | 0.01% | 0.0% | 104 | +28,762 | 284.91% | Q4 2025 | Feb 17, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 38,605 | 499 | 0.04% | 0.03% | 105 | +7,244 | 23.1% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 37,323 | 483 | 0.0% | 0.0% | 106 | +4,700 | 14.41% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 36,456 | 471 | 0.0% | 0.0% | 107 | +5,333 | 17.14% | Q4 2025 | Jan 27, 2026 |
| PharVision Advisers, LLC | History | New | 34,227 | 442 | 0.22% | — | 108 | +34,227 | New | Q4 2025 | Feb 17, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 34,000 | 439 | 0.03% | 0.08% | 109 | -30,000 | -46.88% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,660 | 422 | 0.0% | 0.0% | 110 | +4,124 | 14.45% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 32,293 | 417 | 0.0% | 0.0% | 111 | -700 | -2.12% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 31,339 | 405 | 0.0% | — | 112 | +31,339 | New | Q4 2025 | Feb 17, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 31,000 | 400 | 0.32% | 0.29% | 113 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 30,213 | 390 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 29,932 | 387 | 0.0% | 0.0% | 115 | -1,381 | -4.41% | Q4 2025 | Jan 28, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 29,220 | 377 | 0.02% | 0.03% | 116 | -9,005 | -23.56% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,215 | 374 | 0.0% | 0.0% | 117 | +15,099 | 135.83% | Q4 2025 | Jan 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 28,584 | 369 | 0.0% | — | 118 | +28,584 | New | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 28,376 | 366 | 0.0% | 0.0% | 119 | +255 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | New | 25,808 | 333 | 0.0% | — | 120 | +25,808 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 24,435 | 328 | 0.01% | 0.01% | 121 | +4,255 | 21.09% | Q4 2025 | Jan 28, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 24,442 | 316 | 0.0% | 0.0% | 122 | -1,567 | -6.02% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 24,217 | 313 | 0.0% | 0.0% | 123 | +3,350 | 16.05% | Q4 2025 | Feb 04, 2026 |
| Headlands Technologies LLC | History | Reduced | 23,700 | 306 | 0.03% | 0.05% | 124 | -29,167 | -55.17% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 23,493 | 303 | 0.0% | 0.0% | 125 | +2,136 | 10.0% | Q4 2025 | Feb 06, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 23,250 | 300 | 0.04% | 0.14% | 126 | -53,350 | -69.65% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,000 | 297 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PDT Partners, LLC | History | New | 22,252 | 287 | 0.02% | — | 128 | +22,252 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 21,933 | 283 | 0.01% | 0.01% | 129 | -12,813 | -36.88% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 21,604 | 279 | 0.0% | 0.0% | 130 | +364 | 1.71% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,852 | 269 | 0.04% | — | 131 | +20,852 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 20,772 | 269 | 0.0% | 0.0% | 132 | +9,213 | 79.7% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Reduced | 20,368 | 263 | 0.0% | 0.0% | 133 | -3,182 | -13.51% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 19,691 | 244 | 0.03% | 0.02% | 134 | +9,015 | 84.44% | Q4 2025 | Feb 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 18,614 | 240 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | New | 18,229 | 235 | 0.0% | — | 136 | +18,229 | New | Q4 2025 | Feb 17, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 18,247 | 235 | 0.02% | 0.02% | 137 | -1,350 | -6.89% | Q4 2025 | Jan 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 17,451 | 225 | 0.01% | 0.01% | 138 | +3,788 | 27.72% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 16,380 | 211 | 0.0% | 0.0% | 139 | +2,153 | 15.13% | Q4 2025 | Feb 11, 2026 |
| INCEPTIONR LLC | History | Reduced | 16,077 | 207 | 0.06% | 0.05% | 140 | -1,315 | -7.56% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,034 | 207 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 15,524 | 200 | 0.0% | 0.0% | 142 | -4,518 | -22.54% | Q4 2025 | Feb 17, 2026 |
| Mach-1 Financial Group, LLC | History | New | 14,646 | 189 | 0.04% | — | 143 | +14,646 | New | Q4 2025 | Feb 06, 2026 |
| Polymer Capital Management (US) LLC | History | New | 13,625 | 176 | 0.02% | — | 144 | +13,625 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | New | 13,540 | 175 | 0.0% | — | 145 | +13,540 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,830 | 166 | 0.0% | — | 146 | +12,830 | New | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 12,800 | 165 | 0.01% | — | 147 | +12,800 | New | Q4 2025 | Feb 11, 2026 |
| Interchange Capital Partners, LLC | History | New | 11,851 | 153 | 0.03% | — | 149 | +11,851 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,857 | 153 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 11,676 | 150 | 0.0% | 0.01% | 150 | -206,117 | -94.64% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,562 | 149 | 0.0% | 0.0% | 151 | +115 | 1.0% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 11,330 | 146 | 0.01% | — | 153 | +11,330 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,300 | 146 | 0.01% | 0.01% | 152 | +1,600 | 16.49% | Q4 2025 | Jan 20, 2026 |
| CERTUITY, LLC | History | New | 11,022 | 142 | 0.01% | — | 154 | +11,022 | New | Q4 2025 | Jan 30, 2026 |
| Pale Fire Capital SE | History | New | 10,723 | 138 | 0.01% | — | 155 | +10,723 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,646 | 137 | 0.0% | — | 156 | +10,646 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 10,461 | 135 | 0.01% | — | 157 | +10,461 | New | Q4 2025 | Feb 06, 2026 |
| Optas, LLC | History | New | 10,049 | 129 | 0.02% | — | 158 | +10,049 | New | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,489 | 109 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,737 | 87 | 0.0% | 0.0% | 160 | -21,350 | -76.01% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,467 | 83 | 0.0% | 0.0% | 161 | +2,056 | 46.61% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,442 | 70 | 0.0% | 0.0% | 162 | +1,120 | 25.91% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Added to | 5,133 | 66 | 0.0% | 0.0% | 163 | +1,033 | 25.2% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,066 | 65 | 0.01% | 0.01% | 164 | +1,444 | 39.87% | Q4 2025 | Jan 08, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 3,930 | 50 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,763 | 48 | 0.0% | — | 166 | +3,763 | New | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 3,369 | 44 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 3,143 | 41 | 0.0% | 0.01% | 170 | -942,283 | -99.67% | Q4 2025 | Feb 19, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,192 | 41 | 0.0% | 0.0% | 168 | -537 | -14.4% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3,182 | 41 | 0.01% | 0.01% | 169 | +22 | 0.7% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,633 | 34 | 0.0% | 0.0% | 171 | -640 | -19.55% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,500 | 32 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Added to | 2,313 | 29 | 0.0% | 0.0% | 173 | +826 | 55.55% | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,199 | 28 | 0.0% | 0.0% | 174 | -206 | -8.57% | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,004 | 25 | 0.0% | 0.0% | 175 | +25 | 1.26% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,910 | 24 | 0.0% | 0.0% | 176 | -1,018 | -34.77% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,793 | 23 | 0.0% | 0.0% | 177 | +168 | 10.34% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Added to | 1,517 | 19 | 0.01% | 0.0% | 178 | +579 | 61.73% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,220 | 15 | 0.0% | 0.0% | 179 | -390 | -24.22% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | New | 1,137 | 14 | 0.0% | — | 180 | +1,137 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,123 | 14 | 0.0% | 0.0% | 181 | +5 | 0.45% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 1,041 | 13 | 0.0% | — | 182 | +1,041 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 846 | 10 | 0.0% | 0.0% | 183 | -215 | -20.26% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 710 | 9 | 0.0% | — | 185 | +710 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 744 | 9 | 0.0% | 0.0% | 186 | -306 | -29.14% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 755 | 9 | 0.0% | 0.0% | 184 | -133 | -14.98% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Added to | 668 | 8 | 0.0% | 0.0% | 189 | +508 | 317.5% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 675 | 8 | 0.0% | 0.0% | 187 | +429 | 174.39% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 658 | 8 | 0.0% | 0.0% | 188 | +82 | 14.24% | Q4 2025 | Mar 16, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 600 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 475 | 6 | 0.0% | 0.0% | 192 | +268 | 129.47% | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 500 | 6 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Daiwa Securities Group Inc. | History | No change | 357 | 5 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | No change | 402 | 5 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 316 | 4 | 0.0% | 0.0% | 195 | -70 | -18.13% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | New | 267 | 3 | 0.0% | — | 199 | +267 | New | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 259 | 3 | 0.0% | 0.0% | 198 | +172 | 197.7% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 265 | 3 | 0.0% | 0.0% | 196 | +116 | 77.85% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 246 | 3 | 0.0% | 0.0% | 197 | -28 | -10.22% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 222 | 2 | 0.0% | 0.0% | 200 | +107 | 93.04% | Q4 2025 | Feb 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 217 | 2 | 0.0% | 0.0% | 204 | +55 | 33.95% | Q4 2025 | Jan 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 213 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 129 | 1 | 0.0% | 0.0% | 209 | -296 | -69.65% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 133 | 1 | 0.0% | — | 212 | +133 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 94 | 1 | 0.0% | 0.0% | 208 | -104 | -52.53% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 100 | 1 | 0.0% | — | 213 | +100 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 85 | 1 | 0.0% | — | 210 | +85 | New | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 119 | 1 | 0.0% | 0.0% | 211 | -1 | -0.83% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 65 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ADIRONDACK TRUST CO | History | No change | 100 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 124 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,034,978 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -481,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sio Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.35% | — | -413,829 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Nordwand Advisors, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -256,628 | -100.0% | Q3 2025 | Oct 29, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -177,830 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.23% | — | -84,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -77,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -69,148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -68,470 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,532 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,016 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,683 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,574 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -19,173 | -100.0% | Q3 2025 | Oct 30, 2025 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,173 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,464 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,853 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,155 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,545 | -100.0% | Q3 2025 | Nov 12, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -10,374 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,115 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EMERALD ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,311 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -404 | -100.0% | Q3 2025 | Nov 18, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -343 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -274 | -95.47% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 52 | 0 | — | 0.0% | — | -224 | -81.16% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pillar Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 51 | 0 | — | 0.0% | — | -94 | -64.83% | Q4 2025 | Jan 07, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Mar 03, 2026 |
| Root Financial Partners, LLC | History | New | 61 | 0 | — | — | — | +61 | New | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 58 | 0 | — | — | — | +58 | New | Q4 2025 | Jan 30, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 12, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Manchester Capital Management LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Added to | 58 | 0 | — | — | — | +16 | 38.1% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TD Capital Management LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rakuten Securities, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |