Northwest Natural Holding Co - NWN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,810,205 | 318,308 | 0.01% | 0.01% | 1 | +142,628 | 2.14% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,706,007 | 219,958 | 0.0% | 0.0% | 2 | -52,791 | -1.11% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,071,169 | 96,806 | 0.0% | 0.0% | 3 | +47,495 | 2.35% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 1,392,460 | 65,083 | 0.64% | 0.57% | 4 | -11,515 | -0.82% | Q4 2025 | Jan 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 989,578 | 46,260 | 0.0% | 0.0% | 5 | +16,297 | 1.67% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 913,961 | 42,718 | 0.0% | 0.0% | 6 | +203,331 | 28.61% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 859,424 | 40,169 | 0.03% | 0.03% | 7 | -127,810 | -12.95% | Q4 2025 | Feb 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 856,710 | 40,042 | 0.45% | 0.48% | 8 | -83,760 | -8.91% | Q4 2025 | Jan 26, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 724,843 | 33,879 | 0.01% | 0.01% | 9 | +2,187 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 618,230 | 28,896 | 0.0% | 0.01% | 10 | -242,726 | -28.19% | Q4 2025 | Feb 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 596,334 | 27,872 | 0.0% | 0.0% | 11 | -8,791 | -1.45% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 587,016 | 27,437 | 0.0% | 0.0% | 12 | +250,025 | 74.19% | Q4 2025 | Mar 25, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 575,198 | 26,884 | 0.07% | — | 13 | +575,198 | New | Q4 2025 | Feb 09, 2026 |
| GABELLI FUNDS LLC | History | New | 520,000 | 24,304 | 0.16% | — | 14 | +520,000 | New | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 483,561 | 22,601 | 0.0% | 0.0% | 15 | +51,350 | 11.88% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 438,311 | 20,486 | 0.0% | 0.0% | 16 | -20,908 | -4.55% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 369,144 | 17,253 | 0.08% | 0.08% | 17 | -1,756 | -0.47% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 363,700 | 16,999 | 0.16% | 0.16% | 18 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 359,418 | 16,799 | 0.03% | 0.03% | 19 | +5,206 | 1.47% | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 318,834 | 14,902 | 0.25% | 0.25% | 20 | -24,804 | -7.22% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 305,285 | 14,269 | 0.01% | 0.01% | 21 | +38,773 | 14.55% | Q4 2025 | Feb 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 292,942 | 13,692 | 0.02% | 0.02% | 22 | -46,726 | -13.76% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 292,860 | 13,688 | 0.06% | — | 23 | +292,860 | New | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 289,275 | 13,520 | 0.04% | 0.04% | 24 | -19,380 | -6.28% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 286,388 | 13,385 | 0.0% | 0.0% | 25 | +198,074 | 224.28% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 270,258 | 12,632 | 0.02% | 0.02% | 26 | +2,372 | 0.89% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 256,307 | 11,979 | 0.0% | 0.0% | 27 | -4,968 | -1.9% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 242,494 | 11,334 | 0.0% | 0.0% | 28 | +6,596 | 2.8% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 217,791 | 10,179 | 0.01% | 0.01% | 29 | -24,816 | -10.23% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 214,557 | 10,028 | 0.01% | 0.01% | 30 | +12,930 | 6.41% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 211,536 | 9,887 | 0.0% | 0.0% | 31 | +205,350 | 3319.59% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 181,008 | 8,460 | 0.0% | 0.0% | 32 | -112,719 | -38.38% | Q4 2025 | Feb 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 167,062 | 7,808 | 0.23% | 0.22% | 33 | -218 | -0.13% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 166,978 | 7,804 | 0.0% | 0.0% | 34 | +39,652 | 31.14% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 165,082 | 7,716 | 0.01% | 0.0% | 35 | +150,867 | 1061.32% | Q4 2025 | Jan 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 159,909 | 7,474 | 0.0% | 0.0% | 36 | +9,647 | 6.42% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 145,441 | 6,797 | 0.0% | 0.0% | 37 | -706 | -0.48% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 143,656 | 6,714 | 0.02% | 0.03% | 38 | -16,035 | -10.04% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 141,371 | 6,607 | 0.01% | 0.02% | 39 | -19,851 | -12.31% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 139,549 | 6,522 | 0.05% | 0.05% | 40 | +307 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Edgestream Partners, L.P. | History | New | 130,887 | 6,117 | 0.17% | — | 41 | +130,887 | New | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 129,513 | 6,053 | 0.04% | — | 42 | +129,513 | New | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | New | 122,781 | 5,738 | 0.01% | — | 43 | +122,781 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 120,525 | 5,633 | 0.0% | 0.0% | 44 | -12,349 | -9.29% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 108,764 | 5,083 | 0.01% | 0.01% | 45 | -8,886 | -7.55% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 95,565 | 4,466 | 0.0% | 0.0% | 46 | +13,207 | 16.04% | Q4 2025 | Feb 13, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 91,764 | 4,289 | 0.76% | 0.78% | 47 | -6,895 | -6.99% | Q4 2025 | Jan 26, 2026 |
| CSM Advisors, LLC | History | Added to | 91,028 | 4,255 | 0.12% | 0.11% | 48 | +4,366 | 5.04% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | Added to | 80,800 | 3,776 | 0.0% | 0.0% | 49 | +2,700 | 3.46% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 77,227 | 3,609 | 0.02% | 0.02% | 50 | +883 | 1.16% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 76,226 | 3,562 | 0.0% | 0.0% | 51 | +21,194 | 38.51% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 73,881 | 3,453 | 0.0% | 0.0% | 52 | -1,217 | -1.62% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 72,868 | 3,405 | 0.0% | 0.0% | 53 | +6,046 | 9.05% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 70,422 | 3,292 | 0.01% | 0.0% | 54 | +50 | 0.07% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 67,644 | 3,162 | 0.0% | 0.0% | 55 | +67,422 | 30370.27% | Q4 2025 | Feb 05, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 67,200 | 3,141 | 0.01% | 0.01% | 56 | -4,900 | -6.8% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 66,647 | 3,115 | 0.01% | 0.01% | 57 | -1,247 | -1.84% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 65,622 | 3,067 | 0.01% | 0.01% | 58 | -4,443 | -6.34% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 64,608 | 3,019 | 0.0% | 0.0% | 59 | +692 | 1.08% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 58,068 | 2,714 | 0.0% | 0.0% | 60 | +22,964 | 65.42% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,528 | 2,642 | 0.01% | 0.01% | 61 | +4,858 | 9.4% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 53,974 | 2,522 | 0.0% | 0.0% | 62 | -3,948 | -6.82% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 53,093 | 2,481 | 0.09% | 0.08% | 63 | +2,968 | 5.92% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 52,881 | 2,471 | 0.0% | 0.0% | 64 | -40,949 | -43.64% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 49,303 | 2,304 | 0.08% | 0.08% | 65 | -1,800 | -3.52% | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 48,167 | 2,252 | 0.0% | 0.0% | 66 | +1,806 | 3.9% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 48,000 | 2,243 | 0.14% | 0.14% | 67 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 45,350 | 2,119 | 0.01% | 0.01% | 68 | -6,899 | -13.2% | Q4 2025 | Jan 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 45,247 | 2,114 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 45,073 | 2,106 | 0.04% | 0.04% | 70 | +1,252 | 2.86% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 44,309 | 2,071 | 0.0% | 0.0% | 71 | +32,847 | 286.57% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 43,088 | 2,013 | 0.01% | 0.0% | 72 | +30,082 | 231.29% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 42,712 | 1,996 | 0.04% | 0.04% | 73 | -15,800 | -27.0% | Q4 2025 | Jan 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 38,836 | 1,815 | 0.05% | 0.06% | 74 | -14,361 | -27.0% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 36,000 | 1,682 | 0.0% | — | 75 | +36,000 | New | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 35,859 | 1,676 | 0.0% | 0.0% | 76 | +10 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Magellan Asset Management Ltd | History | Added to | 35,252 | 1,647 | 0.02% | 0.01% | 77 | +13,016 | 58.54% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 34,786 | 1,625 | 0.0% | 0.0% | 78 | +13,364 | 62.38% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | New | 34,698 | 1,621 | 0.0% | — | 79 | +34,698 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 34,374 | 1,606 | 0.0% | 0.0% | 80 | +7,805 | 29.38% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,115 | 1,454 | 0.0% | 0.0% | 81 | +9,399 | 43.28% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 30,993 | 1,448 | 0.02% | 0.06% | 82 | -53,289 | -63.23% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 30,900 | 1,444 | 0.03% | 0.03% | 83 | -3,000 | -8.85% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 30,795 | 1,439 | 0.0% | 0.0% | 84 | +453 | 1.49% | Q4 2025 | Feb 18, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 30,319 | 1,417 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 29,452 | 1,376 | 0.0% | 0.0% | 87 | -553 | -1.84% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 29,457 | 1,376 | 0.0% | 0.0% | 86 | +327 | 1.12% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 29,350 | 1,371 | 0.0% | 0.01% | 88 | -20,151 | -40.71% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 29,239 | 1,366 | 0.0% | — | 89 | +29,239 | New | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 28,521 | 1,333 | 0.0% | 0.0% | 90 | -1,013 | -3.43% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 26,851 | 1,255 | 0.0% | 0.0% | 91 | +1,885 | 7.55% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 24,716 | 1,155 | 0.01% | 0.0% | 92 | +3,720 | 17.72% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,283 | 1,134 | 0.0% | 0.0% | 93 | +7,295 | 42.94% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 24,051 | 1,124 | 0.0% | 0.01% | 94 | -6,209 | -20.52% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 23,727 | 1,108 | 0.0% | 0.0% | 95 | -42 | -0.18% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,615 | 1,103 | 0.0% | 0.0% | 96 | -4,641 | -16.42% | Q4 2025 | Jan 30, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 23,335 | 1,090 | 0.01% | 0.01% | 97 | +2,856 | 13.95% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 22,349 | 1,043 | 0.01% | 0.01% | 98 | +531 | 2.43% | Q4 2025 | Jan 23, 2026 |
| Empowered Funds, LLC | History | New | 21,757 | 1,016 | 0.02% | — | 99 | +21,757 | New | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,082 | 985 | 0.0% | — | 100 | +21,082 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 20,398 | 953 | 0.0% | 0.0% | 101 | -1,521 | -6.94% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 19,026 | 889 | 0.0% | — | 102 | +19,026 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 19,000 | 888 | 0.02% | 0.01% | 103 | +200 | 1.06% | Q4 2025 | Jan 16, 2026 |
| STRS OHIO | History | Added to | 18,300 | 855 | 0.0% | 0.0% | 104 | +600 | 3.39% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Added to | 17,882 | 835 | 0.0% | 0.0% | 105 | +990 | 5.86% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | No change | 17,812 | 832 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 17,738 | 829 | 0.01% | 0.01% | 107 | +986 | 5.89% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 17,613 | 823 | 0.0% | 0.0% | 108 | -1,799 | -9.27% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 17,500 | 817 | 0.0% | 0.0% | 109 | +600 | 3.55% | Q4 2025 | Jan 28, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 16,967 | 793 | 0.47% | 0.44% | 110 | +268 | 1.6% | Q4 2025 | Feb 13, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 16,917 | 790 | 0.08% | 0.18% | 111 | -23,887 | -58.54% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 16,660 | 778 | 0.09% | 0.07% | 112 | +2,664 | 19.03% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,471 | 769 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 16,401 | 763 | 0.0% | 0.0% | 114 | -10,258 | -38.48% | Q4 2025 | Feb 18, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 16,257 | 759 | 0.06% | 0.2% | 115 | -40,977 | -71.6% | Q4 2025 | Feb 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 15,866 | 742 | 0.0% | 0.0% | 116 | +1,185 | 8.07% | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 15,667 | 732 | 0.01% | 0.02% | 117 | +649 | 4.32% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 15,626 | 730 | 0.0% | 0.0% | 118 | -1,022 | -6.14% | Q4 2025 | Feb 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 14,272 | 667 | 0.01% | 0.01% | 119 | -458 | -3.11% | Q4 2025 | Feb 18, 2026 |
| BAILARD, INC. | History | Added to | 13,923 | 650 | 0.01% | 0.01% | 120 | +1,300 | 10.3% | Q4 2025 | Feb 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 13,823 | 646 | 0.0% | 0.0% | 121 | -430 | -3.02% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,750 | 642 | 0.0% | 0.0% | 122 | -1,578 | -10.29% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 13,659 | 640 | 0.01% | 0.01% | 123 | -157 | -1.14% | Q4 2025 | Jan 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 13,596 | 635 | 0.0% | 0.0% | 124 | -254 | -1.83% | Q4 2025 | Jan 28, 2026 |
| Horizon Investments, LLC | History | New | 13,482 | 630 | 0.01% | — | 125 | +13,482 | New | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 13,390 | 625 | 0.0% | 0.0% | 126 | +11,197 | 510.58% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,300 | 621 | 0.0% | 0.0% | 128 | -61,536 | -82.23% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 13,307 | 621 | 0.01% | 0.01% | 127 | -53 | -0.4% | Q4 2025 | Feb 03, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 13,000 | 607 | 0.07% | 0.07% | 129 | -150 | -1.14% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 12,983 | 606 | 0.02% | — | 130 | +12,983 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,728 | 594 | 0.0% | 0.0% | 131 | +2,680 | 26.67% | Q4 2025 | Jan 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,410 | 580 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Weiss Asset Management LP | History | New | 12,297 | 574 | 0.01% | — | 133 | +12,297 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 12,167 | 569 | 0.0% | 0.0% | 134 | +659 | 5.73% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 12,125 | 566 | 0.0% | 0.0% | 135 | +484 | 4.16% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 12,089 | 565 | 0.0% | 0.0% | 136 | -465 | -3.7% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 12,060 | 563 | 0.0% | — | 137 | +12,060 | New | Q4 2025 | Feb 05, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 11,950 | 558 | 0.12% | 0.1% | 138 | +650 | 5.75% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Added to | 11,900 | 556 | 0.0% | 0.0% | 139 | +33 | 0.28% | Q4 2025 | Feb 05, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 11,732 | 548 | 0.05% | 0.05% | 140 | -199 | -1.67% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Added to | 11,585 | 541 | 0.01% | 0.01% | 141 | +4,689 | 68.0% | Q4 2025 | Feb 03, 2026 |
| Arizona State Retirement System | History | Reduced | 11,513 | 538 | 0.0% | 0.0% | 142 | -414 | -3.47% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 11,180 | 522 | 0.0% | 0.0% | 143 | -14 | -0.13% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,162 | 521 | 0.01% | 0.01% | 144 | -1,396 | -11.12% | Q4 2025 | Jan 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 10,930 | 510 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 10,891 | 509 | 0.02% | 0.02% | 146 | -50 | -0.46% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,633 | 496 | 0.0% | 0.0% | 147 | +114 | 1.08% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,185 | 476 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 10,083 | 471 | 0.0% | 0.0% | 149 | -13,873 | -57.91% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 10,057 | 470 | 0.0% | 0.0% | 150 | -1,229 | -10.89% | Q4 2025 | Jan 29, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 9,848 | 460 | 0.0% | 0.0% | 151 | -920 | -8.54% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 9,619 | 449 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 9,560 | 447 | 0.1% | 0.05% | 153 | +2,370 | 32.96% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,542 | 445 | 0.01% | 0.01% | 154 | +367 | 4.0% | Q4 2025 | Feb 04, 2026 |
| AlphaQuest LLC | History | Reduced | 9,518 | 444 | 0.02% | 0.03% | 155 | -751 | -7.31% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,163 | 428 | 0.0% | 0.0% | 156 | -1,801 | -16.43% | Q4 2025 | Feb 06, 2026 |
| Graham Capital Management, L.P. | History | New | 8,711 | 407 | 0.01% | — | 157 | +8,711 | New | Q4 2025 | Feb 17, 2026 |
| Groupe la Francaise | History | Reduced | 8,668 | 405 | 0.01% | 0.01% | 158 | -1,315 | -13.17% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,659 | 404 | 0.0% | 0.0% | 159 | +2,498 | 40.55% | Q4 2025 | Feb 18, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 8,569 | 400 | 0.0% | 0.0% | 160 | +7,510 | 709.16% | Q4 2025 | Feb 12, 2026 |
| VARCOV Co. | History | New | 8,528 | 398 | 0.16% | — | 163 | +8,528 | New | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | New | 8,518 | 398 | 0.01% | — | 161 | +8,518 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 8,519 | 398 | 0.0% | 0.0% | 162 | +3,301 | 63.26% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Added to | 8,430 | 394 | 0.04% | 0.04% | 164 | +55 | 0.66% | Q4 2025 | Feb 05, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 8,417 | 393 | 0.0% | 0.0% | 165 | -14,462 | -63.21% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,378 | 391 | 0.0% | 0.0% | 166 | -161 | -1.89% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 8,260 | 386 | 0.0% | 0.0% | 168 | -1,976 | -19.3% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 8,272 | 386 | 0.0% | 0.0% | 167 | +1,337 | 19.28% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,949 | 371 | 0.0% | 0.0% | 169 | +40 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,924 | 370 | 0.0% | 0.0% | 170 | +1,595 | 25.2% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 7,774 | 363 | 0.0% | 0.0% | 171 | -1,079 | -12.19% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,311 | 341 | 0.0% | — | 172 | +7,311 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,314 | 341 | 0.0% | 0.0% | 173 | +376 | 5.42% | Q4 2025 | Jan 08, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,200 | 336 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Added to | 6,841 | 319 | 0.0% | 0.0% | 175 | +58 | 0.86% | Q4 2025 | Jan 30, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 6,570 | 307 | 0.03% | — | 176 | +6,570 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,376 | 298 | 0.0% | 0.0% | 177 | +1,076 | 20.3% | Q4 2025 | Jan 29, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 6,200 | 289 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Versor Investments LP | History | New | 6,100 | 285 | 0.04% | — | 179 | +6,100 | New | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 6,072 | 283 | 0.0% | — | 180 | +6,072 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,996 | 280 | 0.0% | 0.0% | 181 | -1,854 | -23.62% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 5,729 | 270 | 0.0% | 0.0% | 182 | -398 | -6.5% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | Reduced | 5,692 | 266 | 0.03% | 0.04% | 183 | -3,049 | -34.88% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 5,560 | 259 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,177 | 241 | 0.01% | 0.01% | 185 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,098 | 238 | 0.0% | 0.0% | 186 | +283 | 5.88% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | New | 5,032 | 235 | 0.01% | — | 187 | +5,032 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 5,032 | 235 | 0.1% | 0.12% | 188 | +50 | 1.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 4,942 | 231 | 0.0% | — | 189 | +4,942 | New | Q4 2025 | Jan 26, 2026 |
| Amundi | History | Reduced | 4,886 | 228 | 0.0% | 0.0% | 190 | -145,530 | -96.75% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 4,818 | 225 | 0.0% | 0.0% | 191 | -14,126 | -74.57% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,744 | 221 | 0.0% | 0.0% | 192 | +158 | 3.45% | Q4 2025 | Feb 10, 2026 |
| Keudell/Morrison Wealth Management | History | New | 4,703 | 219 | 0.05% | — | 193 | +4,703 | New | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,678 | 218 | 0.0% | 0.0% | 194 | +48 | 1.04% | Q4 2025 | Feb 18, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 4,647 | 217 | 0.0% | 0.0% | 195 | -14,365 | -75.56% | Q4 2025 | Feb 17, 2026 |
| Johnson Bixby & Associates, LLC | History | New | 4,399 | 205 | 0.03% | — | 196 | +4,399 | New | Q4 2025 | Jan 14, 2026 |
| Longboard Asset Management, LP | History | New | 4,398 | 205 | 1.3% | — | 197 | +4,398 | New | Q4 2025 | Jan 16, 2026 |
| Motiv8 Investments LLC | History | New | 4,130 | 193 | 0.11% | — | 198 | +4,130 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,015 | 188 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,767 | 176 | 0.0% | 0.01% | 200 | -1,611 | -29.96% | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,383 | 158 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,264 | 152 | 0.0% | 0.0% | 202 | +564 | 20.89% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 3,578 | 149 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 3,033 | 142 | 0.0% | — | 204 | +3,033 | New | Q4 2025 | Feb 10, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 2,904 | 135 | 0.03% | 0.03% | 205 | +29 | 1.01% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,772 | 129 | 0.0% | 0.0% | 206 | +7 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,543 | 118 | 0.0% | 0.0% | 207 | -128 | -4.79% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,476 | 115 | 0.01% | 0.0% | 208 | +772 | 45.31% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,404 | 112 | 0.0% | 0.0% | 209 | -400 | -14.27% | Q4 2025 | Feb 13, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 2,195 | 102 | 0.07% | 0.07% | 210 | -157 | -6.68% | Q4 2025 | Jan 23, 2026 |
| CGC Financial Services, LLC | History | No change | 2,092 | 97 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,030 | 94 | 0.0% | 0.0% | 212 | -56 | -2.68% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 93 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,783 | 83 | 0.0% | 0.0% | 214 | +254 | 16.61% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,719 | 80 | 0.0% | 0.0% | 215 | -199 | -10.38% | Q4 2025 | Jan 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,508 | 70 | 0.01% | — | 216 | +1,508 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,492 | 69 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,422 | 66 | 0.0% | 0.01% | 218 | -3,252 | -69.58% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 1,341 | 63 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,308 | 61 | 0.0% | 0.0% | 220 | +1,033 | 375.64% | Q4 2025 | Feb 02, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,308 | 61 | 0.03% | 0.03% | 221 | +13 | 1.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,116 | 52 | 0.0% | 0.0% | 222 | +405 | 56.96% | Q4 2025 | Feb 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,104 | 51 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,028 | 48 | 0.0% | 0.0% | 224 | +185 | 21.95% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 1,033 | 48 | 0.01% | 0.01% | 225 | +5 | 0.49% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | No change | 1,046 | 48 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,009 | 47 | 0.0% | 0.0% | 227 | +9 | 0.9% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 986 | 46 | 0.0% | 0.0% | 228 | -358 | -26.64% | Q4 2025 | Jan 23, 2026 |
| BOKF, NA | History | No change | 960 | 44 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 961 | 44 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 904 | 42 | 0.0% | 0.0% | 232 | -28 | -3.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | No change | 900 | 42 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 900 | 42 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 888 | 41 | 0.02% | — | 234 | +888 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 873 | 40 | 0.0% | 0.0% | 235 | -46 | -5.01% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 800 | 37 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Abound Wealth Management | History | No change | 803 | 37 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | Added to | 722 | 33 | 0.0% | 0.0% | 238 | +150 | 26.22% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 674 | 31 | 0.0% | — | 239 | +674 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 614 | 28 | 0.0% | 0.0% | 241 | -235 | -27.68% | Q4 2025 | Mar 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 619 | 28 | 0.0% | 0.0% | 240 | -38 | -5.78% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 553 | 25 | 0.0% | 0.0% | 242 | -2,932 | -84.13% | Q4 2025 | Feb 17, 2026 |
| First Pacific Financial | History | Added to | 533 | 24 | 0.0% | 0.0% | 244 | +5 | 0.95% | Q4 2025 | Jan 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 520 | 24 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 501 | 23 | 0.02% | — | 247 | +501 | New | Q4 2025 | Feb 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 500 | 23 | 0.02% | — | 248 | +500 | New | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 513 | 23 | 0.0% | 0.0% | 245 | +4 | 0.79% | Q4 2025 | Feb 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 500 | 23 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 440 | 20 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 425 | 19 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | New | 363 | 16 | 0.0% | — | 252 | +363 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 350 | 16 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 338 | 15 | 0.0% | 0.0% | 255 | -4,753 | -93.36% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 329 | 15 | 0.0% | 0.0% | 253 | +7 | 2.17% | Q4 2025 | Feb 17, 2026 |
| Estabrook Capital Management | History | Added to | 329 | 15 | 0.0% | 0.0% | 254 | +3 | 0.92% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 313 | 14 | 0.01% | — | 256 | +313 | New | Q4 2025 | Feb 03, 2026 |
| BAYBAN | History | New | 300 | 14 | 0.01% | — | 257 | +300 | New | Q4 2025 | Mar 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 284 | 13 | 0.0% | 0.0% | 258 | +98 | 52.69% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 269 | 12 | 0.0% | 0.0% | 259 | +23 | 9.35% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 243 | 11 | 0.0% | 0.0% | 260 | +76 | 45.51% | Q4 2025 | Jan 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 241 | 11 | 0.0% | 0.0% | 261 | +2 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 223 | 10 | 0.0% | — | 264 | +223 | New | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 218 | 10 | 0.0% | 0.0% | 263 | -4 | -1.8% | Q4 2025 | Jan 20, 2026 |
| Hartford Financial Management Inc. | History | No change | 235 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 200 | 9 | 0.0% | — | 267 | +200 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 193 | 9 | 0.0% | — | 268 | +193 | New | Q4 2025 | Feb 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 9 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 184 | 8 | 0.0% | 0.0% | 269 | +29 | 18.71% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 180 | 8 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 178 | 8 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wilkerson Advisory Group LLC | History | New | 151 | 7 | 0.0% | — | 276 | +151 | New | Q4 2025 | Feb 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 150 | 7 | 0.0% | — | 275 | +150 | New | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 161 | 7 | 0.0% | 0.0% | 272 | +37 | 29.84% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DV EQUITIES, LLC | History | New | 141 | 6 | 0.0% | — | 278 | +141 | New | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | No change | 131 | 6 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 117 | 5 | 0.0% | — | 279 | +117 | New | Q4 2025 | Jan 21, 2026 |
| Meramec Financial Planners, LLC | History | New | 112 | 5 | 0.0% | — | 281 | +112 | New | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Added to | 114 | 5 | 0.0% | 0.0% | 280 | +1 | 0.88% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Community Bank, N.A. | History | No change | 99 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | No change | 97 | 4 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 75 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | New | 47 | 2 | 0.0% | — | 287 | +47 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 286 | -3 | -5.88% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 30 | 1 | 0.0% | — | 291 | +30 | New | Q4 2025 | Mar 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 33 | 1 | 0.0% | 0.0% | 290 | +6 | 22.22% | Q4 2025 | Feb 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 26 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 29 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.01% | — | -132,892 | -100.0% | Q3 2025 | Oct 27, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.12% | — | -69,416 | -100.0% | Q3 2025 | Nov 17, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,926 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -35,355 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -15,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.03% | — | -11,182 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,294 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -9,144 | -100.0% | Q3 2025 | Nov 04, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -7,657 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,243 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,262 | -100.0% | Q3 2025 | Oct 30, 2025 |
| JGP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,919 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,700 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,681 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -579 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | 0.0% | — | -17 | -80.95% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 27, 2026 |
| Manchester Capital Management LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 22, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 14, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Fortitude Family Office, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |