NatWest Group plc - NWG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 40,912,201 | 715,963 | 0.24% | 0.2% | 1 | +1,677,879 | 4.28% | Q4 2025 | Feb 09, 2026 |
| Capital International Investors | History | Reduced | 13,361,656 | 235,031 | 0.04% | 0.03% | 2 | -169,795 | -1.25% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,399,866 | 234,498 | 0.33% | 0.27% | 3 | +494,472 | 3.83% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 12,420,005 | 217,350 | 0.01% | 0.01% | 4 | +2,967,824 | 31.4% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 11,061,146 | 193,570 | 0.01% | 0.01% | 5 | +1,009,044 | 10.04% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 7,230,451 | 126,532 | 0.1% | 0.08% | 6 | -112,915 | -1.54% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,872,831 | 120,274 | 0.01% | 0.01% | 7 | +32,643 | 0.48% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,899,460 | 103,240 | 0.01% | 0.01% | 8 | +324,304 | 5.82% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 5,007,223 | 87,626 | 0.02% | 0.02% | 9 | -74,005 | -1.46% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,553,530 | 79,686 | 0.01% | 0.01% | 10 | +131,012 | 2.96% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 4,238,670 | 74,176 | 1.44% | 1.23% | 11 | -59,783 | -1.39% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,856,512 | 67,493 | 0.02% | 0.02% | 12 | +17,974 | 0.47% | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | Added to | 3,118,263 | 54,569 | 0.0% | 0.0% | 13 | +464,012 | 17.48% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,062,291 | 53,590 | 0.01% | — | 14 | +3,062,291 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,042,184 | 53,238 | 0.02% | 0.01% | 15 | -437,758 | -12.58% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 2,809,591 | 49,168 | 0.37% | 0.3% | 16 | +2,000 | 0.07% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,707,960 | 47,389 | 0.01% | 0.01% | 17 | -69,705 | -2.51% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 2,216,652 | 38,791 | 0.01% | 0.01% | 18 | +153,625 | 7.45% | Q4 2025 | Jan 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,058,595 | 36,025 | 0.02% | 0.01% | 19 | +262,357 | 14.61% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,726,761 | 30,218 | 0.05% | 0.04% | 20 | +291,148 | 20.28% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,600,009 | 28,000 | 0.01% | 0.02% | 21 | -1,566,306 | -49.47% | Q4 2025 | Feb 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,587,264 | 27,777 | 0.38% | 0.27% | 22 | +151,301 | 10.54% | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | Added to | 1,425,146 | 24,940 | 2.34% | 1.54% | 23 | +322,175 | 29.21% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,370,108 | 23,976 | 0.13% | 0.11% | 24 | +57,771 | 4.4% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,363,283 | 23,857 | 0.0% | 0.0% | 25 | -420,721 | -23.58% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,295,658 | 22,674 | 0.01% | 0.02% | 26 | -1,977,554 | -60.42% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,206,245 | 21,109 | 0.02% | 0.0% | 27 | +1,100,945 | 1045.53% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,012,013 | 17,710 | 0.01% | 0.01% | 28 | +190,035 | 23.12% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 962,380 | 16,841 | 0.01% | 0.02% | 29 | -1,489,506 | -60.75% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 852,536 | 14,919 | 0.0% | 0.0% | 30 | -760,336 | -47.14% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 822,411 | 14,392 | 0.01% | 0.01% | 31 | -179,888 | -17.95% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 780,195 | 13,653 | 0.03% | 0.02% | 32 | +146,785 | 23.17% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 710,547 | 12,434 | 0.03% | 0.03% | 33 | -150,384 | -17.47% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 623,719 | 10,915 | 0.0% | 0.0% | 34 | +97,959 | 18.63% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 557,129 | 9,749 | 0.0% | 0.0% | 35 | -81,675 | -12.79% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 528,135 | 9,237 | 0.06% | 0.05% | 36 | +15,202 | 2.96% | Q4 2025 | Jan 27, 2026 |
| Bridgewater Associates, LP | History | Reduced | 521,087 | 9,119 | 0.03% | 0.03% | 37 | -23,565 | -4.33% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 518,194 | 9,068 | 0.0% | 0.0% | 38 | +290,626 | 127.71% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 517,657 | 9,059 | 0.01% | 0.01% | 39 | -189,773 | -26.83% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Added to | 515,947 | 9,029 | 0.01% | 0.01% | 40 | +17,788 | 3.57% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 515,037 | 8,995 | 0.01% | 0.01% | 41 | -37,033 | -6.71% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 510,834 | 8,939 | 0.07% | 0.06% | 42 | +3,584 | 0.71% | Q4 2025 | Feb 12, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 496,566 | 8,689 | 0.07% | 0.06% | 43 | -21,547 | -4.16% | Q4 2025 | Feb 11, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Added to | 486,995 | 8,522 | 2.38% | 1.06% | 44 | +234,004 | 92.49% | Q4 2025 | Feb 05, 2026 |
| CPC Advisors, LLC | History | Reduced | 463,180 | 8,105 | 0.82% | 0.73% | 45 | -28,648 | -5.82% | Q4 2025 | Jan 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 453,041 | 7,928 | 0.09% | 0.07% | 46 | +36,822 | 8.85% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Added to | 439,652 | 7,697 | 0.01% | 0.01% | 47 | +40,039 | 10.02% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 435,855 | 7,627 | 0.0% | 0.0% | 48 | +14,764 | 3.51% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 416,850 | 7,295 | 0.01% | 0.01% | 49 | -20,856 | -4.76% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 407,331 | 7,128 | 0.02% | 0.01% | 50 | +21,083 | 5.46% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 399,843 | 6,997 | 0.09% | 0.05% | 51 | +222,765 | 125.8% | Q4 2025 | Feb 06, 2026 |
| Trexquant Investment LP | History | Reduced | 396,901 | 6,945 | 0.06% | 0.11% | 52 | -374,469 | -48.55% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 389,385 | 6,814 | 0.01% | 0.01% | 53 | +5,685 | 1.48% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 388,398 | 6,796 | 0.12% | 0.09% | 54 | +45,776 | 13.36% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 383,520 | 6,711 | 0.03% | — | 55 | +383,520 | New | Q4 2025 | Feb 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 356,134 | 6,232 | 0.23% | 0.19% | 56 | +2,654 | 0.75% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 341,365 | 5,973 | 0.0% | 0.0% | 57 | +87,064 | 34.24% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 333,992 | 5,844 | 0.03% | 0.02% | 58 | +139,042 | 71.32% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 323,408 | 5,659 | 0.06% | 0.07% | 59 | +15,529 | 5.04% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 310,387 | 5,431 | 0.0% | 0.0% | 60 | +71,489 | 29.92% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 297,160 | 5,200 | 0.02% | 0.01% | 61 | +148,714 | 100.18% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 296,606 | 5,190 | 0.07% | 0.06% | 62 | -5,222 | -1.73% | Q4 2025 | Feb 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 290,747 | 5,088 | 0.0% | 0.0% | 63 | +20,031 | 7.4% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 286,509 | 5,013 | 0.01% | 0.0% | 64 | -13,295 | -4.43% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 285,971 | 5,004 | 0.01% | 0.01% | 65 | +8,116 | 2.92% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Added to | 273,290 | 4,782 | 0.07% | 0.06% | 66 | +15,253 | 5.91% | Q4 2025 | Feb 03, 2026 |
| Seascape Capital Management | History | Reduced | 271,977 | 4,760 | 1.35% | 1.22% | 67 | -29,465 | -9.77% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 239,182 | 4,185 | 0.0% | 0.0% | 68 | +146,885 | 159.14% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 218,029 | 3,816 | 0.0% | 0.0% | 69 | +16,079 | 7.96% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 213,743 | 3,740 | 0.0% | 0.0% | 70 | +2,849 | 1.35% | Q4 2025 | Feb 06, 2026 |
| Sanders Capital, LLC | History | Reduced | 205,464 | 3,595 | 0.0% | 0.0% | 71 | -14,200 | -6.46% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 203,484 | 3,560 | 0.01% | 0.0% | 72 | +173,702 | 583.24% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 193,708 | 3,389 | 0.03% | 0.03% | 73 | +14,449 | 8.06% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 192,282 | 3,364 | 0.04% | 0.03% | 74 | +80 | 0.04% | Q4 2025 | Feb 02, 2026 |
| XTX Topco Ltd | History | Reduced | 191,139 | 3,344 | 0.09% | 0.15% | 75 | -7,836 | -3.94% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 185,606 | 3,248 | 0.02% | 0.01% | 76 | +16,149 | 9.53% | Q4 2025 | Jan 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 183,542 | 3,211 | 0.36% | 0.33% | 77 | -18,198 | -9.02% | Q4 2025 | Jan 14, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 179,017 | 3,132 | 0.77% | 0.58% | 78 | +18,703 | 11.67% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 173,409 | 3,034 | 0.09% | 0.08% | 79 | -116 | -0.07% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 170,481 | 2,981 | 0.0% | 0.0% | 80 | -24,185 | -12.42% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 163,117 | 2,854 | 0.05% | 0.02% | 81 | +68,224 | 71.9% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 158,892 | 2,780 | 0.0% | 0.0% | 82 | -147,426 | -48.13% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 153,589 | 2,687 | 0.0% | 0.0% | 83 | +41,610 | 37.16% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 149,565 | 2,617 | 0.06% | 0.05% | 84 | +5,318 | 3.69% | Q4 2025 | Jan 28, 2026 |
| Graham Capital Management, L.P. | History | Added to | 146,968 | 2,571 | 0.06% | 0.01% | 85 | +120,678 | 459.03% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 145,199 | 2,540 | 0.05% | 0.03% | 86 | +78,165 | 116.61% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 141,340 | 2,473 | 0.02% | 0.01% | 87 | +25,622 | 22.14% | Q4 2025 | Jan 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 138,930 | 2,431 | 0.0% | 0.0% | 88 | +60,288 | 76.66% | Q4 2025 | Mar 09, 2026 |
| Atria Investments, Inc | History | Reduced | 137,981 | 2,414 | 0.03% | 0.02% | 89 | -2,665 | -1.89% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 135,374 | 2,369 | 0.14% | — | 90 | +135,374 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 134,535 | 2,354 | 0.02% | 0.02% | 91 | -12,944 | -8.78% | Q4 2025 | Feb 18, 2026 |
| Brooklyn Investment Group | History | Added to | 125,252 | 2,198 | 0.1% | 0.06% | 92 | +91,053 | 266.24% | Q4 2025 | Feb 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 8,523 | 2,182 | 0.53% | 0.25% | 93 | -69,201 | -89.03% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 124,402 | 2,178 | 0.01% | 0.01% | 94 | +6,089 | 5.15% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 123,586 | 2,163 | 0.0% | 0.0% | 95 | +13,805 | 12.58% | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 116,491 | 2,038 | 0.1% | 0.15% | 96 | -22,908 | -16.43% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 114,541 | 2,036 | 0.0% | 0.0% | 97 | +12,864 | 12.65% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Reduced | 114,747 | 2,008 | 0.0% | 0.0% | 98 | -12,443 | -9.78% | Q4 2025 | Jan 23, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 111,460 | 1,950 | 0.06% | 0.03% | 99 | -11,964 | -9.69% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 111,369 | 1,948 | 0.04% | 0.09% | 100 | -141,375 | -55.94% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 108,864 | 1,905 | 0.0% | 0.0% | 101 | +10,308 | 10.46% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 106,900 | 1,870 | 0.0% | 0.0% | 102 | -61,500 | -36.52% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 102,967 | 1,801 | 0.0% | 0.0% | 103 | +5,330 | 5.46% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 102,679 | 1,796 | 0.0% | 0.0% | 104 | +11,353 | 12.43% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 100,670 | 1,761 | 0.0% | 0.0% | 105 | -27,635 | -21.54% | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 99,885 | 1,748 | 0.12% | 0.11% | 106 | -12,974 | -11.5% | Q4 2025 | Jan 15, 2026 |
| Qtron Investments LLC | History | Reduced | 98,595 | 1,725 | 0.22% | 0.21% | 107 | -19,560 | -16.55% | Q4 2025 | Feb 12, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 95,436 | 1,670 | 0.16% | 0.12% | 108 | +5,251 | 5.82% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 95,197 | 1,666 | 0.02% | 0.01% | 109 | +44,549 | 87.96% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | Reduced | 93,293 | 1,632 | 0.05% | 0.08% | 110 | -110,037 | -54.12% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 92,900 | 1,625 | 0.0% | 0.0% | 111 | +43,592 | 88.41% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 89,444 | 1,565 | 0.07% | 0.06% | 112 | +2,718 | 3.13% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 87,522 | 1,531 | 0.0% | 0.0% | 113 | +4,222 | 5.07% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 87,242 | 1,526 | 0.0% | 0.0% | 114 | -205,339 | -70.18% | Q4 2025 | Feb 17, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 87,131 | 1,524 | 0.24% | 0.17% | 115 | +9,806 | 12.68% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 87,049 | 1,523 | 0.08% | 0.13% | 116 | -32,202 | -27.0% | Q4 2025 | Feb 13, 2026 |
| Elite Wealth Management, Inc. | History | Added to | 81,673 | 1,429 | 0.39% | 0.29% | 117 | +1,986 | 2.49% | Q4 2025 | Feb 02, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 81,017 | 1,417 | 0.03% | — | 118 | +81,017 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 78,396 | 1,371 | 0.03% | 0.02% | 119 | +31,613 | 67.57% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 77,256 | 1,353 | 0.07% | 0.06% | 120 | +4,479 | 6.15% | Q4 2025 | Mar 04, 2026 |
| 1832 Asset Management L.P. | History | Added to | 75,739 | 1,325 | 0.0% | 0.0% | 121 | +10,388 | 15.9% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 74,247 | 1,299 | 0.0% | 0.0% | 122 | +3,391 | 4.79% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | New | 71,186 | 1,245 | 0.0% | — | 123 | +71,186 | New | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 71,110 | 1,244 | 0.04% | 0.04% | 124 | -25,563 | -26.44% | Q4 2025 | Feb 19, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 69,417 | 1,214 | 0.3% | 0.26% | 125 | -5,736 | -7.63% | Q4 2025 | Jan 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 69,006 | 1,207 | 0.02% | 0.01% | 126 | +5,385 | 8.46% | Q4 2025 | Jan 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 67,873 | 1,187 | 0.0% | — | 127 | +67,873 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 66,400 | 1,162 | 0.0% | 0.0% | 128 | -449,977 | -87.14% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 65,668 | 1,149 | 0.08% | 0.06% | 129 | +6,161 | 10.35% | Q4 2025 | Jan 13, 2026 |
| Capital World Investors | History | Added to | 65,320 | 1,148 | 0.0% | 0.0% | 130 | +1,555 | 2.44% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 64,869 | 1,135 | 0.01% | 0.01% | 131 | +3,556 | 5.8% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 64,094 | 1,121 | 0.01% | 0.01% | 132 | -4,434 | -6.47% | Q4 2025 | Jan 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 60,901 | 1,065 | 0.0% | 0.0% | 133 | +4,643 | 8.25% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 60,522 | 1,059 | 0.06% | 0.04% | 134 | +2,899 | 5.03% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 59,818 | 1,046 | 0.0% | 0.0% | 135 | +2,523 | 4.4% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 58,794 | 1,028 | 0.01% | 0.01% | 136 | -231 | -0.39% | Q4 2025 | Feb 02, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 58,058 | 1,016 | 0.11% | 0.09% | 137 | +2,955 | 5.36% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | Reduced | 57,951 | 1,014 | 0.06% | 0.07% | 138 | -26,391 | -31.29% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 57,421 | 1,004 | 0.0% | — | 139 | +57,421 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 57,396 | 1,004 | 0.0% | 0.0% | 140 | +6,395 | 12.54% | Q4 2025 | Feb 18, 2026 |
| SG Trading Solutions, LLC | History | New | 57,080 | 999 | 0.23% | — | 141 | +57,080 | New | Q4 2025 | Feb 24, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 54,745 | 958 | 0.02% | 0.01% | 142 | +5,889 | 12.05% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,061 | 946 | 0.0% | 0.0% | 143 | +10,385 | 23.78% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 52,793 | 923 | 0.0% | — | 144 | +52,793 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 52,079 | 911 | 0.02% | 0.02% | 145 | +2,212 | 4.44% | Q4 2025 | Jan 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 51,797 | 906 | 0.02% | 0.01% | 146 | +8,853 | 20.62% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 51,317 | 898 | 0.03% | 0.03% | 147 | -4,137 | -7.46% | Q4 2025 | Jan 14, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 51,027 | 892 | 0.18% | 0.16% | 149 | +11,471 | 29.0% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 50,974 | 892 | 0.0% | 0.0% | 148 | -1,968 | -3.72% | Q4 2025 | Feb 03, 2026 |
| Gallacher Capital Management LLC | History | Added to | 50,021 | 875 | 0.34% | 0.28% | 151 | +54 | 0.11% | Q4 2025 | Feb 03, 2026 |
| RBF Capital, LLC | History | No change | 50,000 | 875 | 0.04% | 0.03% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 48,547 | 849 | 0.26% | 0.21% | 152 | +4,213 | 9.5% | Q4 2025 | Jan 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 48,438 | 847 | 0.0% | 0.0% | 153 | +20,402 | 72.77% | Q4 2025 | Feb 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 48,376 | 846 | 0.05% | 0.03% | 154 | +10,172 | 26.63% | Q4 2025 | Jan 21, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 48,284 | 844 | 0.03% | 0.03% | 155 | -4,203 | -8.01% | Q4 2025 | Jan 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 47,995 | 839 | 0.04% | 0.05% | 156 | +884 | 1.88% | Q4 2025 | Feb 12, 2026 |
| Naviter Wealth, LLC | History | Reduced | 47,020 | 822 | 0.11% | 0.09% | 157 | -7,305 | -13.45% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 46,652 | 816 | 0.01% | 0.01% | 158 | +1,067 | 2.34% | Q4 2025 | Feb 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 45,173 | 790 | 0.01% | 0.0% | 159 | +6,902 | 18.03% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 45,164 | 790 | 0.01% | 0.01% | 160 | +2,566 | 6.02% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,992 | 787 | 0.0% | 0.0% | 161 | +774 | 1.75% | Q4 2025 | Feb 17, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 44,524 | 779 | 0.15% | — | 162 | +44,524 | New | Q4 2025 | Jan 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 44,171 | 773 | 0.01% | 0.01% | 163 | -4,917 | -10.02% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 43,109 | 754 | 0.0% | 0.0% | 164 | +1,671 | 4.03% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 42,462 | 746 | 0.03% | 0.03% | 165 | +5,392 | 14.55% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 42,013 | 739 | 0.01% | 0.01% | 166 | +8,311 | 24.66% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 41,891 | 733 | 0.02% | — | 167 | +41,891 | New | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | Added to | 41,460 | 725 | 0.03% | 0.02% | 168 | +12,650 | 43.91% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 41,075 | 716 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | No change | 40,696 | 712 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 40,576 | 710 | 0.31% | 0.22% | 171 | +595 | 1.49% | Q4 2025 | Jan 30, 2026 |
| DRW Securities, LLC | History | New | 40,266 | 704 | 0.02% | — | 172 | +40,266 | New | Q4 2025 | Feb 12, 2026 |
| Shay Capital LLC | History | Added to | 40,000 | 700 | 0.07% | 0.02% | 173 | +25,081 | 168.11% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 39,424 | 689 | 0.09% | 0.08% | 174 | -3,161 | -7.42% | Q4 2025 | Feb 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 36,508 | 659 | 0.0% | 0.0% | 175 | +10,640 | 41.13% | Q4 2025 | Jan 15, 2026 |
| M&T BANK CORP | History | Added to | 37,377 | 654 | 0.0% | 0.0% | 176 | +3,336 | 9.8% | Q4 2025 | Jan 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 37,039 | 648 | 0.01% | 0.01% | 177 | -4,336 | -10.48% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 36,757 | 643 | 0.0% | 0.0% | 178 | +6,429 | 21.2% | Q4 2025 | Feb 10, 2026 |
| Ellevest, Inc. | History | Reduced | 36,777 | 643 | 0.09% | 0.08% | 179 | -4,474 | -10.85% | Q4 2025 | Feb 10, 2026 |
| Portside Wealth Group, LLC | History | Added to | 35,736 | 625 | 0.08% | 0.06% | 180 | +4,489 | 14.37% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,691 | 624 | 0.01% | 0.0% | 181 | +1,395 | 4.07% | Q4 2025 | Feb 13, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 34,274 | 599 | 0.53% | — | 182 | +34,274 | New | Q4 2025 | Jan 07, 2026 |
| LVW Advisors, LLC | History | Reduced | 32,956 | 576 | 0.06% | 0.05% | 183 | -1,476 | -4.29% | Q4 2025 | Jan 14, 2026 |
| Covenant Partners, LLC | History | No change | 32,160 | 562 | 0.16% | 0.13% | 184 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARSHALL WACE, LLP | History | New | 32,063 | 561 | 0.0% | — | 185 | +32,063 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,934 | 558 | 0.0% | 0.0% | 186 | +381 | 1.21% | Q4 2025 | Jan 26, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 31,471 | 550 | 0.05% | 0.05% | 187 | -36 | -0.11% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 30,670 | 536 | 0.01% | 0.03% | 188 | -61,205 | -66.62% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,588 | 535 | 0.01% | 0.0% | 190 | +19,778 | 182.96% | Q4 2025 | Jan 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,586 | 535 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 30,469 | 533 | 0.01% | — | 191 | +30,469 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 30,444 | 532 | 0.0% | 0.0% | 192 | +80 | 0.26% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 30,346 | 531 | 0.0% | 0.0% | 193 | -1,146,325 | -97.42% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,190 | 528 | 0.0% | 0.0% | 194 | +16,514 | 120.75% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,342 | 513 | 0.01% | 0.0% | 195 | +16,957 | 136.92% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,699 | 502 | 0.0% | 0.0% | 196 | -2,287 | -7.38% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 28,515 | 499 | 0.01% | 0.01% | 197 | +2,604 | 10.05% | Q4 2025 | Jan 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 28,184 | 493 | 0.02% | 0.01% | 198 | +7,015 | 33.14% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 27,838 | 487 | 0.0% | 0.0% | 199 | +1,491 | 5.66% | Q4 2025 | Jan 28, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 26,313 | 460 | 0.02% | 0.01% | 200 | +5,746 | 27.94% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 25,622 | 448 | 0.06% | 0.04% | 201 | +2,264 | 9.69% | Q4 2025 | Jan 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 23,659 | 414 | 0.01% | 0.0% | 202 | +45 | 0.19% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 23,121 | 404 | 0.04% | 0.03% | 203 | +16 | 0.07% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 22,541 | 394 | 0.0% | 0.0% | 204 | +6,860 | 43.75% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 22,544 | 394 | 0.02% | 0.01% | 205 | +5,965 | 35.98% | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 22,494 | 393 | 0.01% | 0.01% | 206 | -250 | -1.1% | Q4 2025 | Jan 28, 2026 |
| Hardy Reed LLC | History | Reduced | 22,309 | 390 | 0.03% | 0.02% | 207 | -675 | -2.94% | Q4 2025 | Feb 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 22,235 | 389 | 0.0% | 0.0% | 208 | +2,844 | 14.67% | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | New | 22,094 | 386 | 0.09% | — | 209 | +22,094 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 21,981 | 384 | 0.05% | 0.04% | 210 | +3,705 | 20.27% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Added to | 21,865 | 382 | 0.01% | 0.01% | 211 | +77 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 21,662 | 379 | 0.0% | 0.0% | 212 | -819 | -3.64% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,485 | 375 | 0.0% | — | 213 | +21,485 | New | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 21,418 | 374 | 0.04% | 0.03% | 215 | -904 | -4.05% | Q4 2025 | Jan 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 21,263 | 374 | 0.0% | 0.0% | 214 | +202 | 0.96% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 21,293 | 372 | 0.01% | 0.01% | 216 | -787 | -3.56% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,180 | 370 | 0.0% | 0.0% | 217 | -15,498 | -42.25% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Reduced | 21,151 | 370 | 0.01% | 0.01% | 218 | -593 | -2.73% | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,493 | 358 | 0.01% | 0.01% | 219 | +1,845 | 9.89% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,001 | 350 | 0.0% | 0.0% | 220 | +1,921 | 10.63% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,956 | 349 | 0.0% | 0.0% | 221 | +15,863 | 387.56% | Q4 2025 | Mar 16, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 20,313 | 349 | 0.02% | 0.02% | 222 | -249 | -1.21% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 19,934 | 348 | 0.01% | 0.01% | 223 | +435 | 2.23% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 19,297 | 345 | 0.02% | 0.02% | 224 | +1,492 | 8.38% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 19,482 | 340 | 0.02% | 0.01% | 225 | +1,355 | 7.48% | Q4 2025 | Jan 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 18,781 | 328 | 0.01% | 0.01% | 226 | -1,055 | -5.32% | Q4 2025 | Feb 05, 2026 |
| May Hill Capital, LLC | History | New | 18,380 | 321 | 0.04% | — | 227 | +18,380 | New | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 17,664 | 309 | 0.0% | 0.0% | 228 | +7,521 | 74.15% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 17,609 | 308 | 0.0% | 0.0% | 229 | -5,784 | -24.73% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 17,398 | 304 | 0.01% | 0.01% | 230 | -1,986 | -10.25% | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 17,360 | 303 | 0.07% | 0.41% | 231 | -83,454 | -82.78% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 17,205 | 301 | 0.03% | 0.02% | 232 | +2,427 | 16.42% | Q4 2025 | Feb 13, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 17,180 | 300 | 0.18% | 0.14% | 233 | +1,318 | 8.31% | Q4 2025 | Jan 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,849 | 294 | 0.0% | 0.0% | 234 | +2,730 | 19.34% | Q4 2025 | Jan 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 16,588 | 290 | 0.0% | 0.0% | 235 | +250 | 1.53% | Q4 2025 | Feb 17, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 16,142 | 282 | 0.09% | — | 236 | +16,142 | New | Q4 2025 | Jan 29, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,011 | 280 | 0.01% | 0.0% | 237 | +2,294 | 16.72% | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 15,966 | 279 | 0.01% | 0.01% | 238 | -10,315 | -39.25% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,820 | 277 | 0.01% | 0.01% | 239 | +548 | 3.59% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 15,805 | 276 | 0.0% | — | 240 | +15,805 | New | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,822 | 276 | 0.0% | 0.0% | 241 | +322 | 2.08% | Q4 2025 | Feb 09, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 15,516 | 271 | 0.02% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Hilltop National Bank | History | Reduced | 15,435 | 270 | 0.07% | 0.06% | 243 | -1,647 | -9.64% | Q4 2025 | Jan 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,342 | 268 | 0.0% | 0.0% | 244 | +812 | 5.59% | Q4 2025 | Jan 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,917 | 261 | 0.0% | — | 245 | +14,917 | New | Q4 2025 | Feb 18, 2026 |
| Clarius Group, LLC | History | No change | 14,939 | 261 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Frec Markets, Inc. | History | New | 14,514 | 253 | 0.07% | — | 247 | +14,514 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 14,382 | 251 | 0.0% | 0.0% | 248 | +1,582 | 12.36% | Q4 2025 | Feb 05, 2026 |
| PDS Planning, Inc | History | Added to | 13,839 | 242 | 0.02% | 0.01% | 249 | +943 | 7.31% | Q4 2025 | Jan 26, 2026 |
| GREENLEAF TRUST | History | Added to | 13,648 | 238 | 0.0% | 0.0% | 250 | +1,609 | 13.36% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,453 | 235 | 0.01% | 0.01% | 251 | -1,160 | -7.94% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Added to | 13,261 | 232 | 0.01% | 0.01% | 252 | +554 | 4.36% | Q4 2025 | Feb 17, 2026 |
| West Family Investments, Inc. | History | New | 12,947 | 226 | 0.05% | — | 253 | +12,947 | New | Q4 2025 | Feb 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 12,862 | 225 | 0.06% | 0.04% | 254 | +45 | 0.35% | Q4 2025 | Jan 08, 2026 |
| Optas, LLC | History | Added to | 12,844 | 224 | 0.04% | 0.03% | 255 | +59 | 0.46% | Q4 2025 | Jan 27, 2026 |
| Five Oceans Advisors | History | No change | 12,684 | 221 | 0.08% | 0.07% | 256 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| STATE STREET CORP | History | Added to | 12,504 | 219 | 0.0% | 0.0% | 257 | +90 | 0.72% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 12,513 | 218 | 0.03% | 0.1% | 258 | -272 | -2.13% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 12,411 | 217 | 0.15% | 0.11% | 259 | +1,627 | 15.09% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,212 | 213 | 0.0% | 0.0% | 261 | +513 | 4.38% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 12,180 | 213 | 0.01% | 0.01% | 260 | -73 | -0.6% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,039 | 210 | 0.04% | — | 263 | +12,039 | New | Q4 2025 | Feb 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 12,040 | 210 | 0.04% | 0.03% | 262 | +250 | 2.12% | Q4 2025 | Jan 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,830 | 207 | 0.0% | 0.0% | 264 | -1,775 | -13.05% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 11,868 | 207 | 0.0% | 0.0% | 265 | -1,071 | -8.28% | Q4 2025 | Feb 19, 2026 |
| DV EQUITIES, LLC | History | New | 11,796 | 206 | 0.04% | — | 266 | +11,796 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 11,324 | 198 | 0.01% | — | 267 | +11,324 | New | Q4 2025 | Jan 23, 2026 |
| Americana Partners, LLC | History | New | 11,253 | 196 | 0.01% | — | 268 | +11,253 | New | Q4 2025 | Feb 06, 2026 |
| New Republic Capital, LLC | History | New | 11,170 | 195 | 0.05% | — | 269 | +11,170 | New | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,110 | 194 | 0.0% | 0.0% | 271 | +849 | 8.27% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 11,097 | 194 | 0.0% | 0.0% | 270 | +497 | 4.69% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | New | 11,041 | 193 | 0.02% | — | 272 | +11,041 | New | Q4 2025 | Jan 13, 2026 |
| Gibbs Wealth Management | History | Reduced | 11,164 | 192 | 0.05% | 0.04% | 274 | -606 | -5.15% | Q4 2025 | Jan 23, 2026 |
| Cromwell Holdings LLC | History | No change | 10,973 | 192 | 0.1% | 0.08% | 273 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,884 | 190 | 0.01% | 0.01% | 275 | -561 | -4.9% | Q4 2025 | Feb 12, 2026 |
| Livet Wealth, LLC | History | New | 10,851 | 189 | 0.12% | — | 277 | +10,851 | New | Q4 2025 | Feb 13, 2026 |
| Keel Point, LLC | History | New | 10,815 | 189 | 0.01% | — | 276 | +10,815 | New | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 10,698 | 187 | 0.0% | — | 278 | +10,698 | New | Q4 2025 | Mar 12, 2026 |
| Pure Financial Advisors, LLC | History | New | 10,578 | 185 | 0.03% | — | 279 | +10,578 | New | Q4 2025 | Mar 04, 2026 |
| Scientech Research LLC | History | New | 10,482 | 183 | 0.12% | — | 280 | +10,482 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 10,401 | 182 | 0.0% | — | 282 | +10,401 | New | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 10,421 | 182 | 0.0% | 0.0% | 281 | +90 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Petros Family Wealth, LLC | History | No change | 10,374 | 181 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | New | 10,231 | 179 | 0.01% | — | 284 | +10,231 | New | Q4 2025 | Jan 20, 2026 |
| AlTi Global, Inc. | History | New | 10,186 | 178 | 0.0% | — | 285 | +10,186 | New | Q4 2025 | Feb 13, 2026 |
| Carter Financial Group, INC. | History | Reduced | 10,177 | 178 | 0.11% | 0.09% | 286 | -202 | -1.95% | Q4 2025 | Feb 13, 2026 |
| Traveka Wealth, LLC | History | New | 10,122 | 177 | 0.07% | — | 287 | +10,122 | New | Q4 2025 | Jan 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 10,104 | 176 | 0.03% | — | 288 | +10,104 | New | Q4 2025 | Jan 22, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 10,066 | 176 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 9,923 | 174 | 0.0% | 0.0% | 290 | +4,046 | 68.84% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 10,110 | 171 | 0.01% | — | 291 | +10,110 | New | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 8,482 | 148 | 0.01% | — | 292 | +8,482 | New | Q4 2025 | Mar 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 8,100 | 141 | 0.0% | 0.0% | 293 | -1,836 | -18.48% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | Added to | 7,231 | 126 | 0.03% | 0.02% | 294 | +27 | 0.37% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 6,777 | 118 | 0.0% | 0.03% | 295 | -126,872 | -94.93% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 6,467 | 113 | 0.08% | 0.07% | 296 | +14 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 5,909 | 103 | 0.0% | 0.0% | 297 | +220 | 3.87% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,799 | 102 | 0.0% | 0.0% | 298 | +3,731 | 180.42% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,789 | 83 | 0.0% | 0.0% | 299 | +581 | 13.81% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 4,651 | 81 | 0.0% | — | 300 | +4,651 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,667 | 81 | 0.0% | 0.0% | 301 | +695 | 17.5% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,440 | 77 | 0.01% | 0.0% | 302 | +1,163 | 35.49% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4,394 | 76 | 0.02% | 0.01% | 303 | +3,591 | 447.2% | Q4 2025 | Mar 03, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,300 | 75 | 0.0% | 0.0% | 305 | -40,200 | -90.34% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,307 | 75 | 0.01% | 0.0% | 304 | +941 | 27.96% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,094 | 71 | 0.0% | 0.0% | 306 | +1,762 | 75.56% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 3,698 | 64 | 0.0% | 0.0% | 307 | -569 | -13.33% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,546 | 62 | 0.01% | 0.0% | 308 | +1,504 | 73.65% | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | No change | 3,443 | 60 | 0.02% | 0.01% | 309 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,273 | 57 | 0.0% | 0.0% | 310 | -202 | -5.81% | Q4 2025 | Jan 29, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 3,300 | 57 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,198 | 55 | 0.01% | — | 312 | +3,198 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,749 | 48 | 0.0% | 0.0% | 313 | +227 | 9.0% | Q4 2025 | Feb 03, 2026 |
| Accent Capital Management, LLC | History | No change | 2,576 | 45 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,393 | 41 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,300 | 40 | 0.0% | 0.0% | 316 | -1,300 | -36.11% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 2,259 | 39 | 0.0% | 0.0% | 317 | +1,139 | 101.7% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,226 | 38 | 0.0% | 0.0% | 318 | -676 | -23.29% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 2,211 | 38 | 0.0% | 0.0% | 320 | +380 | 20.75% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,219 | 38 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,028 | 35 | 0.0% | 0.0% | 321 | +31 | 1.55% | Q4 2025 | Feb 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 1,970 | 34 | 0.02% | — | 322 | +1,970 | New | Q4 2025 | Jan 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,825 | 33 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 1,803 | 31 | 0.01% | 0.01% | 324 | +234 | 14.91% | Q4 2025 | Feb 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 1,771 | 30 | 0.0% | — | 325 | +1,771 | New | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,556 | 27 | 0.0% | 0.0% | 326 | +235 | 17.79% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,525 | 26 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Added to | 1,468 | 25 | 0.0% | 0.0% | 328 | +23 | 1.59% | Q4 2025 | Feb 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,478 | 25 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| J.Safra Asset Management Corp | History | New | 1,384 | 24 | 0.0% | — | 330 | +1,384 | New | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,229 | 21 | 0.0% | — | 331 | +1,229 | New | Q4 2025 | Feb 17, 2026 |
| Reflection Asset Management | History | New | 1,149 | 20 | 0.01% | — | 332 | +1,149 | New | Q4 2025 | Mar 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,137 | 19 | 0.01% | — | 333 | +1,137 | New | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,062 | 18 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 1,012 | 17 | 0.0% | — | 336 | +1,012 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 992 | 17 | 0.0% | 0.0% | 335 | +340 | 52.15% | Q4 2025 | Feb 24, 2026 |
| MAI Capital Management | History | Added to | 938 | 16 | 0.0% | 0.0% | 337 | +31 | 3.42% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 895 | 15 | 0.0% | 0.0% | 338 | +725 | 426.47% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 838 | 15 | 0.0% | 0.0% | 339 | +106 | 14.48% | Q4 2025 | Feb 02, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 800 | 14 | 0.01% | — | 340 | +800 | New | Q4 2025 | Feb 12, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 842 | 14 | 0.01% | 0.01% | 341 | +11 | 1.32% | Q4 2025 | Jan 07, 2026 |
| Grove Bank & Trust | History | No change | 795 | 13 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 728 | 12 | 0.0% | — | 344 | +728 | New | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | Added to | 723 | 12 | 0.0% | 0.0% | 343 | +606 | 517.95% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 681 | 11 | 0.0% | 0.0% | 345 | +211 | 44.89% | Q4 2025 | Feb 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 648 | 11 | 0.02% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | No change | 645 | 11 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 617 | 10 | 0.0% | — | 351 | +617 | New | Q4 2025 | Feb 09, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 598 | 10 | 0.0% | — | 350 | +598 | New | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 586 | 10 | 0.0% | — | 348 | +586 | New | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 628 | 10 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 546 | 9 | 0.0% | — | 354 | +546 | New | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 540 | 9 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | No change | 546 | 9 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Benson Wealth Management INC | History | New | 470 | 8 | 0.01% | — | 356 | +470 | New | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 500 | 8 | 0.0% | 0.0% | 355 | +200 | 66.67% | Q4 2025 | Jan 15, 2026 |
| ORG Partners LLC | History | No change | 400 | 7 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 424 | 7 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 348 | 6 | 0.0% | 0.0% | 359 | +46 | 15.23% | Q4 2025 | Feb 06, 2026 |
| Wealth Watch Advisors, INC | History | No change | 388 | 6 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 336 | 5 | 0.0% | 0.0% | 366 | -336 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | New | 309 | 5 | 0.0% | — | 362 | +309 | New | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | New | 293 | 5 | 0.0% | — | 361 | +293 | New | Q4 2025 | Feb 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 302 | 5 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bare Financial Services, Inc | History | No change | 340 | 5 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Park Place Capital Corp | History | New | 265 | 4 | 0.0% | — | 371 | +265 | New | Q4 2025 | Jan 09, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 246 | 4 | 0.0% | — | 373 | +246 | New | Q4 2025 | Jan 26, 2026 |
| CX Institutional | History | Added to | 234 | 4 | 0.0% | 0.0% | 369 | +165 | 239.13% | Q4 2025 | Feb 02, 2026 |
| Crewe Advisors LLC | History | Added to | 267 | 4 | 0.0% | 0.0% | 368 | +67 | 33.5% | Q4 2025 | Jan 16, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 235 | 4 | 0.0% | 0.0% | 372 | +4 | 1.73% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 266 | 4 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | No change | 257 | 4 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JNBA Financial Advisors | History | New | 212 | 3 | 0.0% | — | 378 | +212 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Financial Management LLC | History | New | 202 | 3 | 0.0% | — | 386 | +202 | New | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | New | 200 | 3 | 0.0% | — | 382 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 197 | 3 | 0.0% | — | 381 | +197 | New | Q4 2025 | Jan 15, 2026 |
| Kilter Group LLC | History | New | 189 | 3 | 0.0% | — | 384 | +189 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | New | 181 | 3 | 0.0% | — | 377 | +181 | New | Q4 2025 | Jan 30, 2026 |
| Ninepoint Partners LP | History | New | 172 | 3 | 0.0% | — | 379 | +172 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 182 | 3 | 0.0% | 0.0% | 380 | +46 | 33.82% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 190 | 3 | 0.0% | 0.0% | 376 | -20 | -9.52% | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | No change | 195 | 3 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| UMB Bank, n.a. | History | No change | 205 | 3 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 205 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 206 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Independence Bank of Kentucky | History | New | 134 | 2 | 0.0% | — | 388 | +134 | New | Q4 2025 | Jan 20, 2026 |
| Stephens Consulting, LLC | History | New | 123 | 2 | 0.0% | — | 393 | +123 | New | Q4 2025 | Jan 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 123 | 2 | 0.0% | — | 394 | +123 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | New | 122 | 2 | 0.0% | — | 387 | +122 | New | Q4 2025 | Feb 09, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 153 | 2 | 0.0% | 0.0% | 389 | -11 | -6.71% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 147 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | No change | 169 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 146 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Elyxium Wealth, LLC | History | New | 102 | 1 | 0.0% | — | 403 | +102 | New | Q4 2025 | Feb 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 84 | 1 | 0.0% | — | 400 | +84 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 75 | 1 | 0.0% | — | 404 | +75 | New | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 74 | 1 | 0.0% | 0.0% | 397 | -18 | -19.57% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 67 | 1 | 0.0% | — | 396 | +15 | 28.85% | Q4 2025 | Feb 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 80 | 1 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 65 | 1 | 0.0% | — | 398 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Pacific Financial | History | No change | 71 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| American Capital Advisory, LLC | History | No change | 62 | 1 | 0.0% | — | 401 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 32.35% | — | -492,498 | -100.0% | Q3 2025 | Dec 09, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -417,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -202,635 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -168,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -101,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -35,575 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,844 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -26,530 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,003 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,648 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,984 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -15,899 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,433 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,231 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,388 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,273 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,375 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -763 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -57 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FINANCIAL CONSULATE, INC | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Jan 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 23, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q3 2025 | Nov 17, 2025 |
| VIRTUS ADVISERS, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 20, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Murphy & Mullick Capital Management Corp | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Abound Wealth Management | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |