OFG BANCORP - OFG
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 | 6,419,119 | 263,055 | 0.0% | 0.0% | 1 | +30,569 | 0.48% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,450,648 | 223,367 | 0.0% | 0.0% | 2 | -119,095 | -2.14% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,538,010 | 104,008 | 0.02% | 0.02% | 3 | -46,358 | -1.79% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 2,339,042 | 96,498 | 0.0% | 0.0% | 4 | -61,356 | -2.56% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,040,331 | 83,612 | 0.06% | 0.06% | 5 | +164,818 | 8.79% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,706,896 | 69,948 | 0.01% | 0.01% | 6 | +13,121 | 0.77% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,511,873 | 61,956 | 0.03% | 0.03% | 7 | +53,847 | 3.69% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,310,424 | 53,701 | 0.12% | 0.13% | 8 | -39,600 | -2.93% | Q4 2025 | Feb 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 1,299,091 | 53,236 | 0.18% | 0.2% | 9 | -154,401 | -10.62% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,098,051 | 45,005 | 0.0% | 0.0% | 10 | -7,897 | -0.71% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 940,555 | 38,543 | 0.01% | 0.01% | 11 | -73,654 | -7.26% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 757,259 | 31,032 | 0.01% | 0.01% | 12 | -39,633 | -4.97% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 724,772 | 29,700 | 0.01% | 0.02% | 13 | -36,230 | -4.76% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 607,542 | 24,897 | 0.0% | 0.0% | 14 | +77,778 | 14.68% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 580,035 | 23,769 | 0.0% | 0.0% | 15 | -28,537 | -4.69% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 552,441 | 22,639 | 0.0% | 0.0% | 16 | -33,778 | -5.76% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 389,773 | 15,972 | 0.0% | 0.0% | 17 | -32,421 | -7.68% | Q4 2025 | Feb 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 379,943 | 15,570 | 0.06% | — | 18 | +379,943 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 378,136 | 15,496 | 0.01% | 0.01% | 19 | +1,832 | 0.49% | Q4 2025 | Feb 11, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 335,324 | 13,742 | 0.21% | 0.22% | 20 | +35,032 | 11.67% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 293,984 | 12,047 | 0.01% | 0.02% | 21 | -194,994 | -39.88% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 281,868 | 11,550 | 0.0% | 0.0% | 22 | +56,460 | 25.05% | Q4 2025 | Mar 25, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 272,289 | 11,158 | 0.23% | 0.24% | 23 | +11,748 | 4.51% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 265,675 | 10,887 | 0.01% | — | 24 | +265,675 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 259,930 | 10,651 | 0.01% | 0.01% | 25 | +11,566 | 4.66% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 251,563 | 10,309 | 0.01% | 0.01% | 26 | +1,016 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 243,356 | 9,972 | 0.0% | 0.0% | 27 | +7,337 | 3.11% | Q4 2025 | Feb 19, 2026 |
| Gator Capital Management, LLC | History | Added to | 241,396 | 9,892 | 2.01% | 2.57% | 28 | +8,226 | 3.53% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 238,333 | 9,766 | 0.02% | 0.01% | 29 | +46,244 | 24.07% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 227,691 | 9,330 | 0.01% | 0.02% | 30 | -46,038 | -16.82% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Added to | 222,700 | 9,127 | 0.25% | 0.26% | 31 | +11,111 | 5.25% | Q4 2025 | Feb 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 191,899 | 7,864 | 0.03% | 0.05% | 32 | -96,931 | -33.56% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 190,076 | 7,789 | 0.03% | 0.03% | 33 | -12,928 | -6.37% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 187,428 | 7,682 | 0.0% | 0.0% | 34 | +18,460 | 10.93% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 184,981 | 7,580 | 0.0% | 0.0% | 35 | -55,832 | -23.18% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 177,089 | 7,257 | 0.12% | 0.2% | 36 | -274,833 | -60.81% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 163,816 | 6,721 | 0.0% | 0.0% | 37 | -6,818 | -4.0% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 149,259 | 6,116 | 0.02% | 0.02% | 38 | +19,865 | 15.35% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 148,951 | 6,103 | 0.0% | 0.01% | 39 | -7,875 | -5.02% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 148,046 | 6,066 | 0.05% | 0.03% | 40 | +77,223 | 109.04% | Q4 2025 | Feb 10, 2026 |
| BURNEY CO/ | History | Reduced | 144,288 | 5,912 | 0.18% | 0.34% | 41 | -103,990 | -41.88% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 141,800 | 5,810 | 0.01% | 0.02% | 42 | -62,900 | -30.73% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 141,076 | 5,781 | 0.07% | 0.07% | 43 | +20,020 | 16.54% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 137,469 | 5,634 | 0.01% | 0.01% | 44 | -577 | -0.42% | Q4 2025 | Jan 28, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 129,090 | 5,290 | 0.01% | 0.0% | 45 | +69,090 | 115.15% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 128,623 | 5,270 | 0.0% | 0.0% | 46 | -4,735 | -3.55% | Q4 2025 | Jan 29, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 120,067 | 4,920 | 3.69% | 4.86% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Added to | 111,190 | 4,556 | 0.22% | 0.13% | 48 | +50,508 | 83.23% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 110,542 | 4,530 | 0.0% | 0.0% | 49 | -3,586 | -3.14% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 110,302 | 4,520 | 0.0% | 0.0% | 50 | -31,873 | -22.42% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 109,170 | 4,473 | 0.01% | 0.01% | 51 | -3,003 | -2.68% | Q4 2025 | Feb 13, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 108,000 | 4,425 | 0.37% | 0.32% | 52 | -4,100 | -3.66% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 103,238 | 4,230 | 0.0% | 0.0% | 53 | -4,704 | -4.36% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 103,075 | 4,224 | 0.0% | — | 54 | +103,075 | New | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 102,933 | 4,218 | 0.04% | 0.05% | 55 | +446 | 0.44% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 101,746 | 4,169 | 0.0% | 0.0% | 56 | +92,419 | 990.88% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 98,399 | 4,032 | 0.03% | — | 57 | +98,399 | New | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 96,946 | 3,972 | 0.0% | 0.0% | 58 | +11,925 | 14.03% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 96,297 | 3,946 | 0.01% | 0.01% | 59 | -1,932 | -1.97% | Q4 2025 | Feb 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 94,470 | 3,871 | 0.1% | 0.1% | 60 | +5,621 | 6.33% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 93,994 | 3,851 | 0.0% | 0.0% | 61 | -2,202 | -2.29% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 88,715 | 3,635 | 0.0% | 0.0% | 62 | -14,521 | -14.07% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 88,680 | 3,634 | 0.0% | 0.0% | 63 | +48,179 | 118.96% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 87,800 | 3,598 | 0.0% | 0.0% | 64 | +1,000 | 1.15% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 87,749 | 3,595 | 0.0% | 0.0% | 65 | +53 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 86,799 | 3,557 | 0.08% | 0.04% | 66 | +43,898 | 102.32% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 82,201 | 3,368 | 0.0% | 0.0% | 67 | +15,251 | 22.78% | Q4 2025 | Feb 13, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 79,330 | 3,250 | 1.81% | 2.0% | 68 | -4,565 | -5.44% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 76,596 | 3,139 | 0.0% | 0.0% | 69 | +76,092 | 15097.62% | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 74,704 | 3,061 | 0.0% | 0.0% | 70 | +74,267 | 16994.74% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 72,745 | 2,981 | 0.0% | 0.0% | 71 | -4,763 | -6.15% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 63,186 | 2,589 | 0.05% | 0.06% | 72 | -383 | -0.6% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 63,045 | 2,583 | 0.0% | 36.52% | 73 | -117,852 | -65.15% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 58,740 | 2,424 | 0.01% | 0.01% | 74 | -311 | -0.53% | Q4 2025 | Jan 15, 2026 |
| Verition Fund Management LLC | History | Added to | 57,015 | 2,336 | 0.01% | 0.01% | 75 | +4,651 | 8.88% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 56,764 | 2,326 | 0.0% | 0.0% | 76 | +6,200 | 12.26% | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 56,219 | 2,303 | 1.9% | 1.98% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 56,171 | 2,301 | 0.0% | 0.0% | 78 | +15,280 | 37.37% | Q4 2025 | Feb 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 52,517 | 2,152 | 0.12% | 0.13% | 79 | -1,397 | -2.59% | Q4 2025 | Feb 09, 2026 |
| Range Financial Group LLC | History | Added to | 50,351 | 2,063 | 0.71% | 0.7% | 80 | +5,786 | 12.98% | Q4 2025 | Jan 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 50,300 | 2,061 | 0.0% | — | 81 | +50,300 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 49,030 | 2,009 | 0.0% | 0.0% | 82 | +521 | 1.07% | Q4 2025 | Feb 12, 2026 |
| X-Square Capital, LLC | History | Reduced | 47,952 | 1,965 | 0.64% | 2.2% | 83 | -114,007 | -70.39% | Q4 2025 | Feb 11, 2026 |
| De Lisle Partners LLP | History | Reduced | 45,000 | 1,842 | 0.24% | 0.27% | 84 | -5,000 | -10.0% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 43,302 | 1,774 | 0.08% | 0.07% | 85 | +7,047 | 19.44% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 41,460 | 1,699 | 0.0% | 0.0% | 86 | -1,497 | -3.48% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 41,396 | 1,696 | 0.0% | 0.0% | 87 | -9,903 | -19.3% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 39,737 | 1,628 | 0.0% | 0.01% | 88 | -1,782 | -4.29% | Q4 2025 | Jan 26, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 38,120 | 1,560 | 0.0% | 0.0% | 89 | -11,550 | -23.25% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 37,235 | 1,525 | 0.0% | 0.0% | 90 | -6,857 | -15.55% | Q4 2025 | Feb 10, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 34,764 | 1,424 | 0.0% | 0.01% | 91 | -9,909 | -22.18% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 34,687 | 1,421 | 0.01% | 0.01% | 92 | +1,700 | 5.15% | Q4 2025 | Feb 04, 2026 |
| SG Americas Securities, LLC | History | Added to | 33,265 | 1,363 | 0.0% | 0.0% | 93 | +6,888 | 26.11% | Q4 2025 | Jan 09, 2026 |
| HRT FINANCIAL LP | History | Reduced | 32,837 | 1,345 | 0.0% | 0.01% | 94 | -24,979 | -43.2% | Q4 2025 | Feb 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 32,814 | 1,344 | 0.06% | — | 95 | +32,814 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 32,173 | 1,318 | 0.04% | 0.02% | 96 | +14,841 | 85.63% | Q4 2025 | Feb 10, 2026 |
| Unison Advisors LLC | History | Added to | 30,602 | 1,263 | 0.11% | 0.12% | 97 | +213 | 0.7% | Q4 2025 | Jan 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 28,929 | 1,202 | 0.03% | 0.03% | 98 | +28 | 0.1% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 29,185 | 1,196 | 0.0% | 0.0% | 99 | +21 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 27,053 | 1,108 | 0.05% | 0.06% | 100 | +8,714 | 47.52% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 25,896 | 1,061 | 0.0% | 0.0% | 101 | -37,616 | -59.23% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 25,888 | 1,060 | 0.02% | 0.02% | 102 | +1,716 | 7.1% | Q4 2025 | Jan 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 24,410 | 1,000 | 0.01% | 0.01% | 103 | +8,128 | 49.92% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,105 | 986 | 0.01% | 0.01% | 104 | -98 | -0.4% | Q4 2025 | Jan 23, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Reduced | 24,000 | 984 | 0.48% | 0.61% | 106 | -5,000 | -17.24% | Q4 2025 | Feb 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 24,027 | 984 | 0.0% | 0.01% | 105 | -3,050 | -11.26% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 24,415 | 983 | 0.0% | 0.0% | 107 | -8,797 | -26.49% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 23,611 | 968 | 0.0% | 0.0% | 108 | -932 | -3.8% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 23,022 | 942 | 0.01% | 0.01% | 109 | +1,080 | 4.92% | Q4 2025 | Jan 27, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 22,967 | 941 | 0.01% | 0.01% | 110 | -917 | -3.84% | Q4 2025 | Feb 11, 2026 |
| Summit Global Investments | History | Reduced | 22,215 | 910 | 0.05% | 0.06% | 111 | -567 | -2.49% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,212 | 869 | 0.0% | 0.0% | 112 | -6,826 | -24.35% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 20,787 | 851 | 0.02% | 0.01% | 113 | +15,235 | 274.41% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 20,485 | 839 | 0.0% | 0.0% | 114 | -251 | -1.21% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 20,100 | 823 | 0.01% | 0.01% | 115 | -400 | -1.95% | Q4 2025 | Jan 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,900 | 815 | 0.0% | 0.0% | 117 | +7,278 | 57.66% | Q4 2025 | Jan 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 19,899 | 815 | 0.0% | 0.0% | 116 | -5,712 | -22.3% | Q4 2025 | Jan 28, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 19,833 | 812 | 0.09% | 0.13% | 118 | -6,515 | -24.73% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,200 | 792 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 19,052 | 780 | 0.0% | — | 120 | +19,052 | New | Q4 2025 | Feb 13, 2026 |
| Penn Capital Management Company, LLC | History | No change | 18,870 | 773 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 18,649 | 764 | 0.01% | 0.01% | 122 | +116 | 0.63% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 18,509 | 758 | 0.02% | 0.01% | 123 | +9,310 | 101.21% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Reduced | 18,308 | 750 | 0.12% | 0.19% | 124 | -5,800 | -24.06% | Q4 2025 | Feb 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 16,899 | 692 | 0.0% | 0.0% | 125 | +1,480 | 9.6% | Q4 2025 | Jan 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 15,890 | 651 | 0.1% | 0.11% | 126 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,000 | 619 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 15,101 | 618 | 0.0% | 0.0% | 128 | -1,065 | -6.59% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 14,767 | 605 | 0.01% | 0.01% | 129 | +2,098 | 16.56% | Q4 2025 | Feb 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 14,436 | 591 | 0.0% | 0.0% | 130 | +747 | 5.46% | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | No change | 14,376 | 589 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 12,781 | 524 | 0.0% | 0.0% | 132 | -192 | -1.48% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 12,408 | 508 | 0.0% | 0.0% | 133 | -883 | -6.64% | Q4 2025 | Jan 28, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 12,179 | 499 | 0.01% | 0.01% | 134 | -1,540 | -11.23% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | New | 12,085 | 495 | 0.0% | — | 135 | +12,085 | New | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,910 | 487 | 0.01% | 0.01% | 136 | -1,866 | -13.55% | Q4 2025 | Jan 21, 2026 |
| Allianz Asset Management GmbH | History | New | 11,874 | 486 | 0.0% | — | 137 | +11,874 | New | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 11,613 | 475 | 0.0% | 0.0% | 138 | -925 | -7.38% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,283 | 462 | 0.0% | 0.0% | 139 | -1,563 | -12.17% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Added to | 11,100 | 454 | 0.0% | 0.0% | 140 | +900 | 8.82% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,882 | 445 | 0.0% | 0.0% | 141 | -456 | -4.02% | Q4 2025 | Feb 10, 2026 |
| ALPS ADVISORS INC | History | Added to | 10,509 | 430 | 0.0% | 0.0% | 142 | +86 | 0.83% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,200 | 418 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,085 | 413 | 0.01% | 0.01% | 144 | +100 | 1.0% | Q4 2025 | Feb 04, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 10,000 | 409 | 0.06% | 0.07% | 145 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 9,854 | 403 | 0.05% | 0.05% | 146 | -545 | -5.24% | Q4 2025 | Jan 07, 2026 |
| Walleye Capital LLC | History | New | 9,830 | 402 | 0.0% | — | 147 | +9,830 | New | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 9,397 | 385 | 0.0% | 0.0% | 148 | -1,159 | -10.98% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 9,005 | 369 | 0.03% | 0.11% | 149 | -20,495 | -69.47% | Q4 2025 | Feb 06, 2026 |
| Numerai GP LLC | History | New | 8,824 | 361 | 0.04% | — | 150 | +8,824 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 8,740 | 358 | 0.04% | 0.04% | 151 | +466 | 5.63% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 8,580 | 351 | 0.0% | 0.0% | 152 | +175 | 2.08% | Q4 2025 | Feb 06, 2026 |
| MQS Management LLC | History | New | 8,342 | 341 | 0.2% | — | 153 | +8,342 | New | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 8,233 | 337 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,955 | 325 | 0.0% | 0.0% | 155 | -102 | -1.27% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 7,885 | 301 | 0.0% | 0.0% | 156 | -13,505 | -63.14% | Q4 2025 | Feb 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 7,230 | 296 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 7,000 | 286 | 0.04% | 0.05% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,791 | 278 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,713 | 275 | 0.0% | 0.0% | 160 | -173 | -2.51% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,700 | 274 | 0.0% | — | 161 | +6,700 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 6,648 | 272 | 0.0% | 0.0% | 162 | -951 | -12.51% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 6,617 | 271 | 0.0% | 0.0% | 163 | -4,132 | -38.44% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 6,483 | 265 | 0.02% | — | 164 | +6,483 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,400 | 262 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 5,739 | 235 | 0.01% | — | 166 | +5,739 | New | Q4 2025 | Feb 06, 2026 |
| INCEPTIONR LLC | History | New | 5,720 | 234 | 0.06% | — | 167 | +5,720 | New | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,665 | 232 | 0.0% | 0.0% | 170 | -1,605 | -22.08% | Q4 2025 | Feb 17, 2026 |
| Sciencast Management LP | History | Reduced | 5,662 | 232 | 0.03% | 0.06% | 169 | -1,184 | -17.29% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,682 | 232 | 0.0% | 0.0% | 168 | +602 | 11.85% | Q4 2025 | Jan 16, 2026 |
| denkapparat Operations GmbH | History | No change | 5,604 | 229 | 0.12% | 0.16% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | Reduced | 5,231 | 214 | 0.1% | 0.13% | 172 | -923 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Pathstone Holdings, LLC | History | New | 5,050 | 207 | 0.0% | — | 174 | +5,050 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,056 | 207 | 0.0% | 0.0% | 173 | -673 | -11.75% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,034 | 206 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,024 | 205 | 0.0% | 0.0% | 176 | +37 | 0.74% | Q4 2025 | Feb 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,675 | 191 | 0.0% | — | 177 | +4,675 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,506 | 184 | 0.0% | 0.0% | 178 | +164 | 3.78% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,729 | 152 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,545 | 104 | 0.0% | 0.01% | 180 | -15,788 | -86.12% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | No change | 2,529 | 104 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,340 | 95 | 0.0% | 0.0% | 182 | -6,100 | -72.27% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 2,208 | 90 | 0.0% | 0.0% | 183 | -585 | -20.95% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,165 | 88 | 0.0% | — | 184 | +2,165 | New | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,834 | 75 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,757 | 72 | 0.0% | 0.0% | 186 | +449 | 34.33% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,652 | 67 | 0.01% | — | 187 | +1,652 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,349 | 55 | 0.0% | 0.0% | 188 | -209 | -13.41% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,152 | 48 | 0.0% | 0.0% | 189 | -91 | -7.32% | Q4 2025 | Jan 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,146 | 46 | 0.01% | 0.01% | 190 | +69 | 6.41% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 995 | 40 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 828 | 34 | 0.0% | 0.0% | 192 | +1 | 0.12% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 760 | 31 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 618 | 25 | 0.0% | 0.0% | 194 | -16 | -2.52% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 549 | 22 | 0.0% | 0.0% | 195 | +482 | 719.4% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 360 | 14 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 328 | 13 | 0.0% | 0.0% | 199 | +84 | 34.43% | Q4 2025 | Mar 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 335 | 13 | 0.0% | 0.0% | 197 | +15 | 4.69% | Q4 2025 | Feb 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 316 | 13 | 0.0% | 0.0% | 198 | -5 | -1.56% | Q4 2025 | Jan 20, 2026 |
| EASTERN BANK | History | New | 299 | 12 | 0.0% | — | 200 | +299 | New | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 302 | 12 | 0.0% | 0.0% | 201 | -90 | -22.96% | Q4 2025 | Jan 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 262 | 10 | 0.0% | 0.0% | 202 | +128 | 95.52% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 234 | 9 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 206 | 8 | 0.0% | 0.0% | 207 | -190 | -47.98% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 213 | 8 | 0.0% | 0.0% | 205 | -35 | -14.11% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 197 | 8 | 0.0% | 0.0% | 206 | -27 | -12.05% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | No change | 196 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Reduced | 175 | 7 | 0.0% | 0.01% | 208 | -637 | -78.45% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 112 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 91 | 3 | 0.0% | — | 210 | +72 | 378.95% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 86 | 3 | 0.0% | 0.0% | 211 | -1 | -1.15% | Q4 2025 | Jan 15, 2026 |
| True Wealth Design, LLC | History | No change | 94 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 59 | 2 | 0.0% | 0.0% | 214 | -66 | -52.8% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 56 | 2 | 0.0% | — | 213 | +56 | New | Q4 2025 | Feb 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 50 | 2 | 0.0% | — | 216 | +50 | New | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | New | 49 | 2 | 0.0% | — | 215 | +49 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 61 | 2 | 0.0% | 0.0% | 219 | +28 | 84.85% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Reduced | 39 | 2 | 0.0% | 0.0% | 218 | -10 | -20.41% | Q4 2025 | Feb 06, 2026 |
| High Note Wealth, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | New | 36 | 1 | 0.0% | — | 223 | +36 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 34 | 1 | 0.0% | — | 222 | +34 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 221 | -11 | -20.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 39 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 47 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 26 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,810 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -50,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,942 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,313 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -16,447 | -100.0% | Q3 2025 | Oct 20, 2025 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,145 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,450 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,241 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,641 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,205 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,016 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,948 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,666 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,887 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,748 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -556 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ankerstar Wealth, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Parallel Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -12 | -57.14% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 15 | 0 | — | — | — | +8 | 114.29% | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Mar 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |