Organon & Co. - OGN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 36,916,382 | 264,690 | 0.0% | 0.01% | 1 | +987,979 | 2.75% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 30,966,019 | 222,026 | 0.0% | 0.01% | 2 | +107,330 | 0.35% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 9,597,761 | 68,815 | 0.0% | 0.0% | 3 | +262,185 | 2.81% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,570,958 | 61,282 | 0.03% | 0.03% | 4 | +4,394,814 | 105.24% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 7,472,429 | 53,577 | 0.12% | 0.18% | 5 | -362,111 | -4.62% | Q4 2025 | Feb 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 6,882,166 | 49,345 | 0.02% | 0.03% | 6 | -2,619,936 | -27.57% | Q4 2025 | Jan 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,600,477 | 32,992 | 0.0% | 0.0% | 7 | -215,105 | -4.47% | Q4 2025 | Feb 09, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 4,347,073 | 31,168 | 0.91% | 1.0% | 8 | +1,204,979 | 38.35% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 4,295,002 | 30,795 | 0.0% | 0.0% | 9 | +1,527,492 | 55.19% | Q4 2025 | Jan 29, 2026 |
| KAHN BROTHERS GROUP INC | History | Added to | 3,629,451 | 26,023 | 4.61% | 7.26% | 10 | +12,606 | 0.35% | Q4 2025 | Feb 12, 2026 |
| Sio Capital Management, LLC | History | New | 3,421,765 | 24,534 | 3.86% | — | 11 | +3,421,765 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 3,404,324 | 24,409 | 0.01% | 0.0% | 12 | +2,895,864 | 569.54% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,384,140 | 24,263 | 0.01% | 0.01% | 13 | -305,410 | -8.28% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,179,142 | 22,794 | 0.0% | 0.0% | 14 | -1,178,774 | -27.05% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,906,768 | 20,841 | 0.0% | 0.01% | 15 | -203,784 | -6.55% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,785,574 | 19,972 | 0.0% | 0.0% | 16 | +1,650,334 | 145.37% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,653,817 | 19,027 | 0.07% | 0.17% | 17 | -1,059,387 | -28.53% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 2,429,740 | 17,421 | 0.01% | 0.02% | 18 | +56,200 | 2.37% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,260,925 | 16,210 | 0.0% | 0.01% | 19 | -1,311,030 | -36.7% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 2,222,248 | 15,933 | 0.0% | 0.0% | 20 | +613,352 | 38.12% | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,180,956 | 15,637 | 0.0% | 0.0% | 21 | +1,794,424 | 464.24% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,170,476 | 15,562 | 0.02% | 0.01% | 22 | +1,529,117 | 238.42% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 1,942,879 | 13,930 | 0.04% | 0.01% | 23 | +1,680,603 | 640.78% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,880,615 | 13,484 | 0.0% | 0.0% | 24 | +223,953 | 13.52% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,820,419 | 13,052 | 0.0% | 0.0% | 25 | -119,478 | -6.16% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,812,081 | 12,992 | 0.01% | 0.02% | 26 | -353,032 | -16.31% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,779,848 | 12,761 | 0.0% | 0.0% | 27 | +1,259,422 | 242.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 1,736,800 | 12,452 | 0.02% | 0.01% | 28 | +1,155,500 | 198.78% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 1,661,900 | 11,915 | 0.02% | 0.02% | 29 | +207,900 | 14.3% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,547,066 | 11,092 | 0.0% | 0.0% | 30 | +116,870 | 8.17% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,235,194 | 8,856 | 0.0% | 0.01% | 31 | -11,879 | -0.95% | Q4 2025 | Feb 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 1,228,223 | 8,806 | 0.02% | 0.03% | 32 | -202,370 | -14.15% | Q4 2025 | Jan 30, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,173,713 | 8,415 | 0.01% | 0.02% | 33 | -116,405 | -9.02% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 1,091,714 | 7,827 | 0.01% | 0.03% | 34 | -562,133 | -33.99% | Q4 2025 | Feb 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 1,088,100 | 7,801 | 0.02% | 0.03% | 35 | -129,850 | -10.66% | Q4 2025 | Feb 17, 2026 |
| M&G Plc | History | Added to | 992,312 | 6,946 | 0.04% | 0.06% | 36 | +49,482 | 5.25% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 910,888 | 6,531 | 0.0% | 0.0% | 37 | +558,108 | 158.2% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 909,225 | 6,519 | 0.02% | 0.03% | 38 | +240,538 | 35.97% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 900,980 | 6,460 | 0.02% | 0.04% | 39 | -113,011 | -11.15% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 803,629 | 5,762 | 0.0% | 0.0% | 40 | +6,595 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 779,768 | 5,590 | 0.0% | 0.0% | 41 | -32,072 | -3.95% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | New | 685,831 | 4,917 | 0.01% | — | 42 | +685,831 | New | Q4 2025 | Feb 17, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | Added to | 666,725 | 4,780 | 1.8% | 2.56% | 43 | +15,935 | 2.45% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 630,798 | 4,522 | 0.0% | 0.0% | 44 | +46,210 | 7.9% | Q4 2025 | Feb 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 606,499 | 4,348 | 0.03% | 0.04% | 45 | +193,064 | 46.7% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 606,352 | 4,347 | 0.0% | 0.0% | 46 | +13,414 | 2.26% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Added to | 546,593 | 3,919 | 0.01% | — | 47 | +546,536 | 958835.09% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 525,423 | 3,767 | 0.01% | 0.01% | 48 | +111,941 | 27.07% | Q4 2025 | Jan 28, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 514,810 | 3,691 | 0.15% | 0.41% | 49 | -386,899 | -42.91% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 514,031 | 3,685 | 0.0% | 0.0% | 50 | +54,525 | 11.87% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 512,575 | 3,675 | 0.0% | 0.0% | 51 | +8,400 | 1.67% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 506,051 | 3,628 | 0.0% | 0.0% | 52 | +285,564 | 129.52% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 498,631 | 3,575 | 0.01% | 0.02% | 53 | -3,331 | -0.66% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 497,882 | 3,569 | 0.0% | 0.0% | 54 | +83,294 | 20.09% | Q4 2025 | Feb 11, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 485,745 | 3,482 | 0.05% | 0.07% | 55 | +41,869 | 9.43% | Q4 2025 | Jan 22, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 474,600 | 3,402 | 0.01% | 0.01% | 56 | +44,687 | 10.39% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 470,562 | 3,373 | 0.0% | 0.0% | 57 | +1,812 | 0.39% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 460,948 | 3,304 | 0.0% | 0.02% | 58 | -4,131,487 | -89.96% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 447,661 | 3,209 | 0.01% | 0.01% | 59 | -46,386 | -9.39% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 439,967 | 3,154 | 0.0% | 0.0% | 60 | +365,124 | 487.85% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 436,003 | 3,126 | 0.0% | 0.0% | 61 | -124,502 | -22.21% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 435,500 | 3,122 | 0.0% | 0.0% | 62 | +113,200 | 35.12% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 406,162 | 2,912 | 0.07% | 0.05% | 63 | +218,909 | 116.91% | Q4 2025 | Feb 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 396,736 | 2,844 | 0.0% | — | 64 | +396,736 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 388,519 | 2,785 | 0.05% | 0.09% | 65 | -131,277 | -25.26% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 363,490 | 2,606 | 0.01% | 0.0% | 66 | +218,899 | 151.39% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 360,932 | 2,587 | 0.0% | 0.0% | 67 | +85,256 | 30.93% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 346,600 | 2,485 | 0.0% | 0.0% | 68 | +106,300 | 44.24% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 335,636 | 2,406 | 0.0% | 0.0% | 69 | +332,742 | 11497.65% | Q4 2025 | Feb 13, 2026 |
| SECTOR GAMMA AS | History | Reduced | 300,000 | 2,151 | 0.49% | 1.44% | 70 | -243,711 | -44.82% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 293,432 | 2,062 | 0.0% | 0.0% | 71 | -27,109 | -8.46% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 284,445 | 2,039 | 0.0% | 0.01% | 72 | -2,551 | -0.89% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 279,578 | 2,004 | 0.0% | 0.0% | 73 | -40,769 | -12.73% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 278,379 | 1,995 | 0.02% | 0.03% | 74 | +1,570 | 0.57% | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 276,086 | 1,980 | 0.0% | 0.01% | 75 | +117,962 | 74.6% | Q4 2025 | Jan 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 276,207 | 1,979 | 0.0% | — | 76 | +276,207 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 274,391 | 1,967 | 0.0% | 0.0% | 77 | -11,052 | -3.87% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 264,857 | 1,899 | 0.0% | — | 78 | +264,857 | New | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Added to | 261,293 | 1,873 | 0.05% | 0.06% | 79 | +146,001 | 126.64% | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 257,969 | 1,849 | 0.13% | 0.11% | 80 | -12,137 | -4.49% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 254,500 | 1,824 | 0.01% | 0.0% | 81 | +232,600 | 1062.1% | Q4 2025 | Feb 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 242,578 | 1,739 | 0.0% | 0.0% | 82 | -7,613 | -3.04% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 230,427 | 1,652 | 0.0% | 0.0% | 83 | -7,680 | -3.23% | Q4 2025 | Feb 12, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 229,230 | 1,643 | 0.19% | 0.55% | 84 | -214,942 | -48.39% | Q4 2025 | Jan 20, 2026 |
| Verition Fund Management LLC | History | Added to | 222,009 | 1,591 | 0.01% | 0.0% | 85 | +209,816 | 1720.79% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | New | 221,620 | 1,589 | 0.1% | — | 86 | +221,620 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 217,017 | 1,556 | 0.02% | 0.0% | 87 | +160,415 | 283.41% | Q4 2025 | Feb 17, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 216,492 | 1,552 | 0.32% | 0.71% | 88 | -101,256 | -31.87% | Q4 2025 | Feb 06, 2026 |
| CM Management, LLC | History | Reduced | 200,000 | 1,434 | 1.21% | 2.0% | 89 | -25,000 | -11.11% | Q4 2025 | Feb 02, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 167,061 | 1,426 | 0.0% | 0.0% | 90 | +33,588 | 25.16% | Q4 2025 | Feb 18, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 196,406 | 1,408 | 0.0% | 0.0% | 91 | +104,394 | 113.46% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 194,342 | 1,393 | 0.0% | 0.0% | 92 | -19,396 | -9.07% | Q4 2025 | Feb 13, 2026 |
| VARCOV Co. | History | New | 187,476 | 1,344 | 0.53% | — | 93 | +187,476 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 184,967 | 1,326 | 0.0% | 0.0% | 94 | +146,843 | 385.17% | Q4 2025 | Feb 12, 2026 |
| Howard Capital Management Inc. | History | No change | 178,927 | 1,282 | 0.02% | 0.03% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 178,639 | 1,281 | 0.0% | 0.01% | 96 | -68,869 | -27.82% | Q4 2025 | Feb 05, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 177,385 | 1,271 | 0.02% | — | 97 | +177,385 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 169,860 | 1,217 | 0.0% | 0.0% | 98 | -61,968 | -26.73% | Q4 2025 | Feb 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 167,758 | 1,202 | 0.14% | 0.15% | 99 | +52,187 | 45.16% | Q4 2025 | Jan 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 167,121 | 1,199 | 0.0% | 0.0% | 100 | -40,728 | -19.59% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 153,540 | 1,100 | 0.0% | 0.0% | 101 | -10,481 | -6.39% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 151,702 | 1,087 | 0.01% | 0.01% | 102 | +40,625 | 36.57% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 151,526 | 1,086 | 0.01% | 0.02% | 103 | +26,838 | 21.52% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 139,799 | 1,002 | 0.0% | 0.0% | 104 | -60,808 | -30.31% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 136,800 | 981 | 0.0% | — | 105 | +136,800 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 130,884 | 938 | 0.0% | 0.0% | 106 | -301,368 | -69.72% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 129,375 | 927 | 0.0% | 0.0% | 107 | -5,053 | -3.76% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 127,332 | 912 | 0.0% | — | 108 | +127,332 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 121,873 | 873 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 131,552 | 864 | 0.0% | 0.01% | 110 | -72,720 | -35.6% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 119,100 | 853 | 0.01% | 0.02% | 111 | -400 | -0.33% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 115,640 | 828 | 0.0% | 0.0% | 112 | -188,109 | -61.93% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 113,805 | 815 | 0.0% | 0.02% | 113 | -1,829,621 | -94.14% | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 113,011 | 810 | 0.12% | 0.18% | 114 | +1,185 | 1.06% | Q4 2025 | Feb 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 111,393 | 798 | 0.04% | 0.06% | 115 | +41,735 | 59.91% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 109,975 | 788 | 0.01% | 0.01% | 116 | -5,119 | -4.45% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 108,801 | 780 | 0.0% | 0.0% | 117 | -7,952 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 105,710 | 757 | 0.09% | 0.09% | 118 | +32,980 | 45.35% | Q4 2025 | Feb 06, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 146,365 | 748 | 0.06% | 1.2% | 120 | -976,465 | -86.96% | Q4 2025 | Feb 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 104,400 | 748 | 0.0% | 0.01% | 119 | -553,895 | -84.14% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 103,395 | 741 | 0.01% | — | 121 | +103,395 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 102,986 | 738 | 0.0% | — | 122 | +102,986 | New | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 89,660 | 642 | 0.01% | 0.0% | 123 | +58,462 | 187.39% | Q4 2025 | Feb 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 67,923 | 642 | 0.01% | 0.01% | 124 | -2,729 | -3.86% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,547 | 617 | 0.0% | 0.0% | 125 | -28,880 | -27.39% | Q4 2025 | Jan 08, 2026 |
| AMALGAMATED BANK | History | Added to | 85,515 | 613 | 0.0% | 0.01% | 126 | +5,710 | 7.15% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 84,839 | 608 | 0.0% | 0.0% | 127 | -8,467 | -9.07% | Q4 2025 | Feb 06, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 84,829 | 608 | 0.35% | 0.53% | 128 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 83,760 | 601 | 0.01% | 0.1% | 129 | -452,200 | -84.37% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 82,542 | 592 | 0.0% | 0.0% | 130 | +38,699 | 88.27% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 78,445 | 562 | 0.01% | 0.01% | 131 | +19,797 | 33.76% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 78,163 | 560 | 0.0% | 0.0% | 132 | -2,965 | -3.65% | Q4 2025 | Feb 17, 2026 |
| Arnhold LLC | History | Reduced | 77,030 | 552 | 0.04% | 0.07% | 133 | -4,500 | -5.52% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 76,710 | 550 | 0.0% | 0.0% | 134 | +9,889 | 14.8% | Q4 2025 | Jan 27, 2026 |
| Atlas Brown,Inc. | History | Added to | 74,837 | 536 | 0.16% | 0.14% | 135 | +31,050 | 70.91% | Q4 2025 | Jan 09, 2026 |
| Walleye Trading LLC | History | Added to | 74,200 | 532 | 0.0% | 0.0% | 136 | +33,800 | 83.66% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 73,000 | 523 | 0.0% | 0.0% | 137 | -200 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 72,736 | 521 | 0.0% | 0.0% | 138 | -4,188 | -5.44% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 70,732 | 507 | 0.0% | 0.0% | 139 | -6,205 | -8.07% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 69,964 | 501 | 0.0% | 0.0% | 140 | +53,945 | 336.76% | Q4 2025 | Feb 13, 2026 |
| Weiss Asset Management LP | History | Reduced | 68,904 | 494 | 0.01% | 0.38% | 142 | -33,296 | -32.58% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 68,972 | 494 | 0.0% | 0.0% | 141 | -8,628 | -11.12% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Reduced | 65,900 | 472 | 0.0% | 0.0% | 143 | -61,550 | -48.29% | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | Added to | 65,932 | 472 | 0.12% | 0.03% | 144 | +55,214 | 515.15% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 65,333 | 468 | 0.0% | 0.01% | 145 | -8,557 | -11.58% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 64,363 | 461 | 0.0% | 0.0% | 146 | -1,843 | -2.78% | Q4 2025 | Feb 10, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 64,234 | 460 | 0.0% | — | 147 | +64,234 | New | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 61,529 | 441 | 0.01% | 0.01% | 148 | +26,347 | 74.89% | Q4 2025 | Feb 06, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 59,878 | 429 | 0.0% | 0.01% | 149 | +3,373 | 5.97% | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 59,459 | 426 | 0.01% | 0.01% | 150 | +900 | 1.54% | Q4 2025 | Feb 04, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 58,485 | 419 | 0.19% | 0.27% | 151 | +4,794 | 8.93% | Q4 2025 | Jan 22, 2026 |
| Man Group plc | History | Added to | 56,292 | 403 | 0.0% | 0.0% | 152 | +26,155 | 86.79% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 55,949 | 401 | 0.0% | 0.0% | 153 | +21,940 | 64.51% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 55,386 | 397 | 0.0% | 0.0% | 154 | -33 | -0.06% | Q4 2025 | Feb 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 55,400 | 397 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 54,545 | 391 | 0.03% | 0.09% | 156 | -41,267 | -43.07% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 54,583 | 391 | 0.01% | 0.0% | 158 | +31,944 | 141.1% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 54,421 | 391 | 0.0% | 0.0% | 157 | +7,403 | 15.75% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | New | 53,737 | 385 | 0.0% | — | 159 | +53,737 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 53,577 | 384 | 0.0% | 0.0% | 160 | +4,308 | 8.74% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 51,063 | 366 | 0.0% | 0.0% | 161 | -4,804 | -8.6% | Q4 2025 | Feb 06, 2026 |
| Sagewood Asset Management LP | History | New | 50,680 | 363 | 0.13% | — | 162 | +50,680 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 50,352 | 361 | 0.04% | 0.05% | 163 | +12,734 | 33.85% | Q4 2025 | Feb 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 50,000 | 358 | 0.01% | — | 164 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 49,930 | 357 | 0.01% | 0.01% | 165 | +534 | 1.08% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 49,682 | 356 | 0.01% | — | 166 | +49,682 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 48,917 | 350 | 0.0% | — | 167 | +48,917 | New | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 47,640 | 341 | 0.01% | 0.03% | 168 | -20,280 | -29.86% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 47,285 | 339 | 0.0% | 0.0% | 169 | -19,559 | -29.26% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 47,056 | 337 | 0.01% | 0.02% | 170 | -8,793 | -15.74% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 45,456 | 325 | 0.01% | 0.01% | 171 | -705 | -1.53% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 45,229 | 324 | 0.0% | 0.0% | 172 | -18,629 | -29.17% | Q4 2025 | Jan 30, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 45,221 | 324 | 0.01% | 0.02% | 173 | -8,364 | -15.61% | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | Reduced | 45,027 | 322 | 0.24% | 0.31% | 174 | -16,102 | -26.34% | Q4 2025 | Jan 27, 2026 |
| Amundi | History | Reduced | 43,983 | 315 | 0.0% | 0.0% | 175 | -18,836 | -29.98% | Q4 2025 | Feb 17, 2026 |
| Radnor Capital Management, LLC | History | No change | 43,316 | 310 | 0.05% | 0.07% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vestcor Inc | History | No change | 41,888 | 300 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 41,502 | 297 | 0.0% | 0.0% | 178 | +12,121 | 41.25% | Q4 2025 | Feb 17, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 41,067 | 294 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Massar Capital Management, LP | History | New | 40,966 | 293 | 0.03% | — | 180 | +40,966 | New | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 40,378 | 289 | 0.0% | 0.0% | 181 | +10,180 | 33.71% | Q4 2025 | Mar 12, 2026 |
| Abacus Wealth Partners, LLC | History | New | 40,252 | 288 | 0.03% | — | 182 | +40,252 | New | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 39,951 | 286 | 0.04% | — | 183 | +39,951 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,668 | 284 | 0.0% | 0.0% | 184 | -4,911 | -11.02% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,607 | 283 | 0.0% | 0.0% | 185 | -14,288 | -26.51% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 38,856 | 278 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 38,592 | 276 | 0.0% | 0.0% | 187 | -25,100 | -39.41% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 37,544 | 269 | 0.0% | 0.0% | 188 | -24,494 | -39.48% | Q4 2025 | Jan 29, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 37,314 | 268 | 0.06% | 0.03% | 189 | +22,496 | 151.82% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 36,683 | 263 | 0.0% | — | 190 | +36,683 | New | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 35,912 | 255 | 0.0% | 0.0% | 191 | +13,204 | 58.15% | Q4 2025 | Mar 09, 2026 |
| FMR LLC | History | Reduced | 35,327 | 253 | 0.0% | 0.0% | 192 | -203,626 | -85.22% | Q4 2025 | Feb 17, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 35,000 | 250 | 0.02% | 0.01% | 193 | +25,000 | 250.0% | Q4 2025 | Feb 18, 2026 |
| Fruth Investment Management | History | No change | 34,850 | 249 | 0.07% | 0.1% | 194 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Swiss Life Asset Management Ltd | History | New | 33,347 | 239 | 0.0% | — | 195 | +33,347 | New | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 33,036 | 236 | 0.0% | 0.0% | 196 | -17,404 | -34.5% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 26,908 | 235 | 0.01% | 0.01% | 197 | +443 | 1.67% | Q4 2025 | Jan 21, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 32,663 | 234 | 0.01% | — | 198 | +32,663 | New | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 32,562 | 233 | 0.0% | 0.0% | 199 | +11,485 | 54.49% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 32,388 | 232 | 0.02% | 0.02% | 200 | +9,508 | 41.56% | Q4 2025 | Jan 22, 2026 |
| Wedmont Private Capital | History | Reduced | 27,889 | 228 | 0.01% | 0.05% | 201 | -88,169 | -75.97% | Q4 2025 | Jan 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 30,077 | 215 | 0.01% | 0.02% | 202 | -14,424 | -32.41% | Q4 2025 | Feb 19, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 29,986 | 214 | 0.0% | 0.03% | 203 | -415,071 | -93.26% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 29,714 | 213 | 0.0% | 0.0% | 204 | +593 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 29,002 | 207 | 0.0% | 0.02% | 205 | -217,176 | -88.22% | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 28,654 | 205 | 0.0% | 0.01% | 206 | -60,958 | -68.02% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 22,112 | 201 | 0.01% | 0.01% | 207 | -761 | -3.33% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 27,467 | 197 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 27,130 | 194 | 0.0% | 0.0% | 209 | +8,119 | 42.71% | Q4 2025 | Jan 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 26,519 | 190 | 0.0% | 0.0% | 210 | -36,032 | -57.6% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 26,090 | 187 | 0.01% | 0.01% | 211 | -15,717 | -37.59% | Q4 2025 | Feb 13, 2026 |
| Range Financial Group LLC | History | Reduced | 25,979 | 186 | 0.06% | 0.11% | 212 | -2,109 | -7.51% | Q4 2025 | Jan 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 25,596 | 184 | 0.01% | 0.01% | 213 | +13,546 | 112.41% | Q4 2025 | Feb 03, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 25,758 | 184 | 0.02% | 0.04% | 214 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 25,466 | 182 | 0.07% | — | 215 | +25,466 | New | Q4 2025 | Jan 27, 2026 |
| CIBC Asset Management Inc | History | Added to | 25,306 | 181 | 0.0% | 0.0% | 216 | +504 | 2.03% | Q4 2025 | Feb 10, 2026 |
| Alpine Global Management, LLC | History | New | 25,068 | 179 | 0.04% | — | 217 | +25,068 | New | Q4 2025 | Feb 26, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 24,876 | 178 | 0.04% | 0.03% | 218 | +8,101 | 48.29% | Q4 2025 | Feb 13, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 25,000 | 177 | 0.01% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Pathstone Holdings, LLC | History | New | 24,184 | 173 | 0.0% | — | 220 | +24,184 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 23,627 | 169 | 0.09% | 0.14% | 221 | -148 | -0.62% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 23,256 | 166 | 0.0% | 0.0% | 222 | -144,643 | -86.15% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,953 | 164 | 0.0% | 0.0% | 223 | +3,373 | 17.23% | Q4 2025 | Mar 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,824 | 163 | 0.0% | 0.01% | 224 | -934,843 | -97.62% | Q4 2025 | Feb 10, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 22,550 | 161 | 0.0% | — | 225 | +22,550 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 22,437 | 160 | 0.0% | 0.0% | 226 | -16,916 | -42.99% | Q4 2025 | Feb 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 22,314 | 159 | 0.0% | 0.0% | 227 | -1,738 | -7.23% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,573 | 155 | 0.0% | 0.0% | 228 | -12,771 | -37.19% | Q4 2025 | Feb 05, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 21,740 | 155 | 0.02% | 0.04% | 229 | -4,195 | -16.18% | Q4 2025 | Jan 12, 2026 |
| ARGA Investment Management, LP | History | No change | 20,735 | 148 | 0.0% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BROWN ADVISORY INC | History | Reduced | 20,234 | 145 | 0.0% | 0.0% | 231 | -8,084 | -28.55% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 20,000 | 143 | 0.11% | — | 232 | +20,000 | New | Q4 2025 | Jan 21, 2026 |
| Impact Partnership Wealth, LLC | History | New | 19,643 | 140 | 0.02% | — | 234 | +19,643 | New | Q4 2025 | Feb 10, 2026 |
| Voleon Capital Management LP | History | New | 19,597 | 140 | 0.0% | — | 233 | +19,597 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,161 | 137 | 0.0% | 0.0% | 235 | -2,384 | -11.07% | Q4 2025 | Feb 12, 2026 |
| Versor Investments LP | History | Reduced | 18,529 | 132 | 0.02% | 0.06% | 236 | -10,000 | -35.05% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,532 | 125 | 0.0% | 0.0% | 237 | -11,099 | -38.77% | Q4 2025 | Jan 30, 2026 |
| Kendall Capital Management | History | Reduced | 17,380 | 124 | 0.03% | 0.09% | 238 | -21,070 | -54.8% | Q4 2025 | Jan 16, 2026 |
| CSS LLC/IL | History | Reduced | 17,293 | 123 | 0.01% | 0.02% | 240 | -27,360 | -61.27% | Q4 2025 | Feb 17, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 17,197 | 123 | 0.0% | 0.0% | 239 | -2,500 | -12.69% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 17,209 | 122 | 0.01% | — | 241 | +17,209 | New | Q4 2025 | Feb 12, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | New | 17,001 | 121 | 0.01% | — | 242 | +17,001 | New | Q4 2025 | Feb 17, 2026 |
| Credit Capital Investments LLC | History | New | 16,900 | 121 | 0.11% | — | 243 | +16,900 | New | Q4 2025 | Feb 03, 2026 |
| Vident Advisory, LLC | History | Reduced | 16,532 | 118 | 0.0% | 0.0% | 244 | -7,310 | -30.66% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,409 | 117 | 0.0% | 0.0% | 245 | -16,416 | -50.01% | Q4 2025 | Jan 26, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 16,257 | 116 | 0.01% | — | 246 | +16,257 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | New | 15,725 | 112 | 0.0% | — | 247 | +15,725 | New | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 15,356 | 110 | 0.01% | 0.01% | 248 | -1,707 | -10.0% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Added to | 15,231 | 109 | 0.04% | 0.05% | 250 | +3,310 | 27.77% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | Reduced | 15,167 | 109 | 0.05% | 0.09% | 249 | -2,676 | -15.0% | Q4 2025 | Mar 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 15,081 | 108 | 0.0% | — | 251 | +15,081 | New | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 14,821 | 106 | 0.01% | 0.01% | 252 | -1,723 | -10.41% | Q4 2025 | Jan 15, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 13,959 | 100 | 0.0% | 0.0% | 254 | -30,850 | -68.85% | Q4 2025 | Feb 12, 2026 |
| WEXFORD CAPITAL LP | History | New | 13,947 | 100 | 0.02% | — | 253 | +13,947 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 14,031 | 100 | 0.0% | 0.0% | 257 | +5,431 | 63.15% | Q4 2025 | Feb 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 14,002 | 100 | 0.0% | 0.0% | 255 | +582 | 4.34% | Q4 2025 | Feb 03, 2026 |
| Utah Retirement Systems | History | No change | 14,070 | 100 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,624 | 97 | 0.0% | 0.0% | 258 | -8,695 | -38.96% | Q4 2025 | Feb 02, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 13,633 | 97 | 0.0% | 0.01% | 259 | -104 | -0.76% | Q4 2025 | Feb 02, 2026 |
| XPONANCE LLC | History | Reduced | 13,287 | 95 | 0.0% | 0.0% | 260 | -2,596 | -16.34% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,916 | 92 | 0.0% | 0.0% | 261 | +1,236 | 10.58% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,790 | 91 | 0.0% | 0.01% | 262 | -63,988 | -83.34% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | New | 12,413 | 89 | 0.0% | — | 263 | +12,413 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,461 | 89 | 0.0% | 0.0% | 264 | -2,328 | -15.74% | Q4 2025 | Mar 16, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 12,286 | 88 | 0.03% | 0.06% | 266 | -2,791 | -18.51% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 12,366 | 88 | 0.0% | 0.01% | 265 | +670 | 5.73% | Q4 2025 | Feb 04, 2026 |
| Tidal Investments LLC | History | Reduced | 12,029 | 86 | 0.0% | 0.0% | 267 | -34,640 | -74.22% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,912 | 85 | 0.0% | 0.0% | 268 | -812 | -6.38% | Q4 2025 | Feb 03, 2026 |
| Invst, LLC | History | New | 11,850 | 84 | 0.01% | — | 269 | +11,850 | New | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 11,695 | 83 | 0.0% | — | 271 | +11,695 | New | Q4 2025 | Feb 17, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 11,604 | 83 | 0.0% | 0.01% | 272 | -942 | -7.51% | Q4 2025 | Feb 10, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 11,711 | 83 | 0.09% | 0.09% | 274 | -316 | -2.63% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,648 | 83 | 0.0% | 0.0% | 270 | -98 | -0.83% | Q4 2025 | Feb 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,671 | 83 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | New | 11,538 | 82 | 0.01% | — | 276 | +11,538 | New | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Reduced | 11,491 | 82 | 0.0% | 0.0% | 275 | -2,456 | -17.61% | Q4 2025 | Feb 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 11,310 | 81 | 0.0% | 0.0% | 277 | -2,372 | -17.34% | Q4 2025 | Jan 28, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 11,128 | 79 | 0.0% | — | 279 | +11,128 | New | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 11,062 | 79 | 0.01% | 0.01% | 278 | -1,342 | -10.82% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | Added to | 10,564 | 76 | 0.0% | 0.0% | 280 | +3,524 | 50.06% | Q4 2025 | Jan 26, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 10,370 | 74 | 0.03% | — | 281 | +10,370 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | New | 10,304 | 73 | 0.0% | — | 283 | +10,304 | New | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | Reduced | 10,311 | 73 | 0.02% | 0.03% | 284 | -1,516 | -12.82% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 10,301 | 73 | 0.0% | 0.0% | 282 | -137 | -1.31% | Q4 2025 | Feb 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 9,100 | 65 | 0.01% | 0.02% | 285 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 8,989 | 64 | 0.0% | 0.01% | 286 | -284 | -3.06% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,663 | 62 | 0.0% | 0.0% | 287 | -525 | -5.71% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,228 | 58 | 0.0% | 0.0% | 288 | -7,786 | -48.62% | Q4 2025 | Feb 11, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 8,217 | 58 | 0.04% | 0.09% | 289 | -3,163 | -27.79% | Q4 2025 | Feb 17, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 7,632 | 54 | 0.02% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7,135 | 51 | 0.01% | — | 291 | +7,135 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,613 | 47 | 0.0% | — | 292 | +6,613 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 6,321 | 45 | 0.0% | 0.0% | 293 | +11 | 0.17% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 6,400 | 45 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 6,212 | 44 | 0.0% | — | 296 | +6,212 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 6,255 | 44 | 0.0% | 0.0% | 295 | -462 | -6.88% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,035 | 43 | 0.0% | 0.0% | 298 | +4,363 | 260.94% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 6,078 | 43 | 0.0% | 0.0% | 297 | -972 | -13.79% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 5,866 | 42 | 0.0% | — | 299 | +5,866 | New | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,490 | 39 | 0.0% | 0.0% | 300 | -311 | -5.36% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,557 | 32 | 0.0% | 0.0% | 301 | -188 | -3.96% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,349 | 31 | 0.0% | 0.0% | 302 | +2,033 | 87.78% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,250 | 30 | 0.0% | 0.0% | 303 | -80 | -1.85% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 3,988 | 29 | 0.0% | 0.0% | 307 | -3,714 | -48.22% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,129 | 29 | 0.0% | 0.0% | 305 | -1,642 | -28.45% | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 4,143 | 29 | 0.01% | 0.01% | 304 | -718 | -14.77% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 4,180 | 29 | 0.0% | 0.0% | 306 | -631 | -13.12% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 3,968 | 28 | 0.0% | 0.0% | 308 | -325 | -7.57% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,782 | 27 | 0.0% | 0.0% | 311 | -3,128 | -45.27% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,787 | 27 | 0.0% | 0.0% | 310 | -2,244 | -37.21% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 3,795 | 27 | 0.0% | 0.0% | 309 | +2,179 | 134.84% | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 3,596 | 25 | 0.0% | 0.0% | 312 | -32 | -0.88% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,483 | 24 | 0.0% | 0.0% | 313 | -1,630 | -31.88% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,255 | 23 | 0.0% | 0.01% | 314 | -12,926 | -79.88% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,176 | 22 | 0.0% | 0.0% | 315 | -1,484 | -31.85% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,941 | 21 | 0.0% | 0.0% | 316 | -958 | -24.57% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,900 | 20 | 0.0% | 0.0% | 317 | -3,321 | -53.38% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,525 | 18 | 0.0% | 0.0% | 318 | -163 | -6.06% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 2,386 | 17 | 0.0% | 0.0% | 320 | -5,380 | -69.28% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,431 | 17 | 0.0% | — | 319 | +2,362 | 3423.19% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,287 | 16 | 0.0% | 0.0% | 323 | +1,209 | 112.15% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,292 | 16 | 0.0% | 0.0% | 325 | +1,060 | 86.04% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 2,299 | 16 | 0.0% | 0.0% | 324 | +1,034 | 81.74% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,240 | 16 | 0.0% | 0.0% | 321 | -302 | -11.88% | Q4 2025 | Feb 09, 2026 |
| EASTERN BANK | History | Reduced | 2,310 | 16 | 0.0% | 0.0% | 322 | -141 | -5.75% | Q4 2025 | Jan 14, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 2,363 | 16 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,106 | 15 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Founders Capital Management | History | New | 2,000 | 14 | 0.01% | — | 330 | +2,000 | New | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | Reduced | 2,032 | 14 | 0.0% | 0.0% | 328 | -43 | -2.07% | Q4 2025 | Feb 03, 2026 |
| DT Investment Partners, LLC | History | No change | 2,039 | 14 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,915 | 13 | 0.0% | 0.0% | 331 | -2,693 | -58.44% | Q4 2025 | Feb 05, 2026 |
| Intesa Sanpaolo S.p.A. | History | New | 1,837 | 13 | 0.0% | — | 333 | +1,837 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,911 | 13 | 0.0% | 0.0% | 332 | -312 | -14.04% | Q4 2025 | Feb 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,780 | 12 | 0.01% | — | 336 | +1,780 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,741 | 12 | 0.0% | — | 334 | +1,741 | New | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,729 | 12 | 0.0% | 0.0% | 335 | -172 | -9.05% | Q4 2025 | Jan 28, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,692 | 12 | 0.01% | 0.01% | 337 | -18 | -1.05% | Q4 2025 | Feb 02, 2026 |
| McMillan Office, Inc. | History | New | 1,497 | 10 | 0.0% | — | 341 | +1,497 | New | Q4 2025 | Feb 12, 2026 |
| METEORA CAPITAL, LLC | History | New | 1,000 | 10 | 0.0% | — | 340 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,431 | 10 | 0.0% | 0.0% | 339 | +597 | 71.58% | Q4 2025 | Jan 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 496 | 10 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stone House Investment Management, LLC | History | New | 1,274 | 9 | 0.0% | — | 346 | +1,274 | New | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,317 | 9 | 0.0% | 0.0% | 347 | +658 | 99.85% | Q4 2025 | Feb 24, 2026 |
| TCTC Holdings, LLC | History | Reduced | 1,273 | 9 | 0.0% | 0.0% | 345 | -342 | -21.18% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,378 | 9 | 0.0% | 0.0% | 342 | -115 | -7.7% | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 1,113 | 9 | 0.0% | 0.0% | 344 | -43 | -3.72% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,301 | 9 | 0.0% | 0.0% | 343 | -25 | -1.89% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,217 | 8 | 0.0% | 0.0% | 350 | -9,606 | -88.76% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,195 | 8 | 0.0% | — | 353 | +1,118 | 1451.95% | Q4 2025 | Jan 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,186 | 8 | 0.0% | 0.0% | 348 | -621 | -34.37% | Q4 2025 | Jan 07, 2026 |
| William B. Walkup & Associates, Inc. | History | Reduced | 1,225 | 8 | 0.0% | 0.01% | 354 | -240 | -16.38% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,151 | 8 | 0.0% | 0.0% | 349 | +40 | 3.6% | Q4 2025 | Jan 30, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 1,213 | 8 | 0.0% | 0.0% | 352 | +15 | 1.25% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | Reduced | 1,216 | 8 | 0.0% | 0.0% | 351 | -5 | -0.41% | Q4 2025 | Feb 09, 2026 |
| DKRT Investments Corp. | History | No change | 1,250 | 8 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 1,110 | 7 | 0.0% | 0.0% | 357 | -1,250 | -52.97% | Q4 2025 | Jan 16, 2026 |
| WHITTIER TRUST CO | History | Reduced | 904 | 7 | 0.0% | 0.0% | 358 | -166 | -15.51% | Q4 2025 | Jan 26, 2026 |
| HM PAYSON & CO | History | Reduced | 1,037 | 7 | 0.0% | 0.0% | 356 | -54 | -4.95% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | Reduced | 1,042 | 7 | 0.0% | 0.0% | 359 | -20 | -1.88% | Q4 2025 | Jan 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 984 | 7 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GoalVest Advisory LLC | History | New | 965 | 6 | 0.0% | — | 363 | +965 | New | Q4 2025 | Jan 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 761 | 6 | 0.0% | 0.0% | 362 | -886 | -53.79% | Q4 2025 | Jan 26, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 693 | 6 | 0.0% | 0.0% | 361 | -509 | -42.35% | Q4 2025 | Jan 28, 2026 |
| Hilltop National Bank | History | No change | 837 | 6 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 827 | 5 | 0.0% | — | 372 | +827 | New | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 755 | 5 | 0.0% | 0.0% | 370 | -792 | -51.2% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 764 | 5 | 0.0% | 0.0% | 371 | -456 | -37.38% | Q4 2025 | Feb 24, 2026 |
| Smithfield Trust Co | History | Added to | 965 | 5 | 0.0% | 0.0% | 368 | +89 | 10.16% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | Reduced | 707 | 5 | 0.0% | 0.0% | 365 | -36 | -4.85% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 763 | 5 | 0.0% | 0.0% | 367 | +25 | 3.39% | Q4 2025 | Feb 09, 2026 |
| ST GERMAIN D J CO INC | History | No change | 711 | 5 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 730 | 5 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Curat Global, LLC | History | No change | 790 | 5 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 638 | 4 | 0.0% | 0.01% | 377 | -1,382 | -68.42% | Q4 2025 | Jan 29, 2026 |
| EFG International AG | History | New | 651 | 4 | 0.0% | — | 379 | +651 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Wealth Advisors LLC | History | New | 590 | 4 | 0.0% | — | 378 | +590 | New | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 567 | 4 | 0.0% | 0.0% | 376 | -50 | -8.1% | Q4 2025 | Jan 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 578 | 4 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hikari Tsushin, Inc. | History | No change | 599 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 510 | 3 | 0.0% | — | 386 | +510 | New | Q4 2025 | Jan 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 445 | 3 | 0.0% | — | 385 | +445 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 435 | 3 | 0.0% | 0.0% | 382 | -50 | -10.31% | Q4 2025 | Feb 04, 2026 |
| Kimelman & Baird, LLC | History | Reduced | 450 | 3 | 0.0% | 0.0% | 384 | -2 | -0.44% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 450 | 3 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 554 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 510 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 545 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 372 | 2 | 0.0% | 0.0% | 398 | -448 | -54.63% | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | Added to | 338 | 2 | 0.0% | — | 396 | +334 | 8350.0% | Q4 2025 | Jan 30, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 304 | 2 | 0.0% | — | 397 | +304 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Strategies CORP | History | New | 283 | 2 | 0.0% | — | 402 | +283 | New | Q4 2025 | Jan 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 397 | 2 | 0.0% | 0.0% | 401 | +265 | 200.76% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 330 | 2 | 0.0% | 0.0% | 393 | +63 | 23.6% | Q4 2025 | Feb 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 400 | 2 | 0.0% | 0.0% | 395 | -36 | -8.26% | Q4 2025 | Jan 16, 2026 |
| PFS Partners, LLC | History | Added to | 326 | 2 | 0.0% | 0.0% | 400 | +1 | 0.31% | Q4 2025 | Jan 16, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 2 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 386 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MOTCO | History | No change | 308 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westend Capital Management, LLC | History | No change | 313 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MCF Advisors LLC | History | No change | 294 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 308 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | No change | 389 | 2 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 231 | 1 | 0.0% | 0.01% | 407 | -7,976 | -97.19% | Q4 2025 | Jan 29, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 190 | 1 | 0.0% | 0.0% | 417 | -766 | -80.13% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Reduced | 191 | 1 | 0.0% | 0.0% | 431 | -269 | -58.48% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 218 | 1 | 0.0% | — | 451 | +218 | New | Q4 2025 | Feb 09, 2026 |
| Sankala Group LLC | History | New | 190 | 1 | 0.0% | — | 453 | +190 | New | Q4 2025 | Mar 02, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 163 | 1 | 0.0% | — | 433 | +163 | New | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 163 | 1 | 0.0% | — | 450 | +163 | New | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | New | 160 | 1 | 0.0% | — | 445 | +160 | New | Q4 2025 | Feb 05, 2026 |
| WHI TRUST Co LLC | History | New | 159 | 1 | 0.0% | — | 443 | +159 | New | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 234 | 1 | 0.0% | — | 429 | +150 | 178.57% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 150 | 1 | 0.0% | — | 452 | +150 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 213 | 1 | 0.0% | 0.0% | 438 | -148 | -41.0% | Q4 2025 | Jan 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 156 | 1 | 0.0% | 0.0% | 424 | -108 | -40.91% | Q4 2025 | Feb 23, 2026 |
| Root Financial Partners, LLC | History | Reduced | 189 | 1 | 0.0% | 0.0% | 441 | -91 | -32.5% | Q4 2025 | Feb 10, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 15 | 1 | 0.0% | — | 421 | -56 | -78.87% | Q4 2025 | Feb 13, 2026 |
| Bank & Trust Co | History | Reduced | 211 | 1 | 0.0% | 0.0% | 444 | -51 | -19.47% | Q4 2025 | Jan 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 171 | 1 | 0.0% | 0.0% | 414 | -36 | -17.39% | Q4 2025 | Jan 07, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 254 | 1 | 0.0% | 0.0% | 425 | -30 | -10.56% | Q4 2025 | Feb 26, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 200 | 1 | 0.0% | 0.0% | 410 | -28 | -12.28% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 141 | 1 | 0.0% | 0.0% | 432 | +28 | 24.78% | Q4 2025 | Mar 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 275 | 1 | 0.0% | 0.0% | 405 | -25 | -8.33% | Q4 2025 | Jan 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 254 | 1 | 0.0% | 0.0% | 419 | +24 | 10.43% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 229 | 1 | 0.0% | 0.0% | 415 | -23 | -9.13% | Q4 2025 | Jan 26, 2026 |
| WPG Advisers, LLC | History | Added to | 223 | 1 | 0.0% | 0.0% | 448 | +21 | 10.4% | Q4 2025 | Jan 28, 2026 |
| JNBA Financial Advisors | History | Reduced | 176 | 1 | 0.0% | 0.0% | 420 | -20 | -10.2% | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | Reduced | 211 | 1 | 0.0% | 0.0% | 406 | -15 | -6.64% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | Reduced | 149 | 1 | 0.0% | 0.0% | 434 | -14 | -8.59% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 210 | 1 | 0.0% | 0.0% | 403 | +10 | 5.0% | Q4 2025 | Feb 06, 2026 |
| City State Bank | History | Added to | 271 | 1 | 0.0% | 0.0% | 439 | +10 | 3.83% | Q4 2025 | Jan 28, 2026 |
| NBT BANK N A /NY | History | Reduced | 208 | 1 | 0.0% | 0.0% | 409 | -4 | -1.89% | Q4 2025 | Jan 23, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 271 | 1 | 0.0% | 0.0% | 427 | -3 | -1.09% | Q4 2025 | Feb 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 188 | 1 | 0.0% | 0.0% | 404 | +1 | 0.53% | Q4 2025 | Feb 10, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 161 | 1 | 0.0% | 0.0% | 440 | +1 | 0.63% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS | History | No change | 185 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 225 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 218 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 161 | 1 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Capital Management LLC | History | No change | 197 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Bollard Group LLC | History | No change | 184 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 169 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | No change | 170 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 178 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 254 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Northwest Capital Management Inc | History | No change | 146 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 182 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 200 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 250 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 148 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 199 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 197 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.03% | — | -3,086,456 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,240,149 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.08% | — | -690,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -535,830 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -486,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -360,165 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Optimist Retirement Group LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -249,222 | -100.0% | Q3 2025 | Nov 17, 2025 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.01% | — | -229,209 | -100.0% | Q3 2025 | Nov 07, 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -197,972 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -141,501 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -136,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -121,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -114,071 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.17% | — | -99,482 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -80,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -75,256 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -69,074 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -50,000 | -100.0% | Q3 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -49,874 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.01% | — | -44,845 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -44,512 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -44,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.87% | — | -42,000 | -100.0% | Q3 2025 | Dec 03, 2025 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -41,594 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,980 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,585 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,452 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AUXIER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -34,299 | -100.0% | Q3 2025 | Nov 19, 2025 |
| WEALTH EFFECTS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -33,821 | -100.0% | Q3 2025 | Oct 28, 2025 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -32,820 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.08% | — | -30,038 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,902 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,149 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,813 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,700 | -100.0% | Q3 2025 | Mar 04, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,377 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Traub Capital Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -24,287 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -20,908 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,122 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,306 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Register Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -18,030 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,178 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Humankind Investments LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,388 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,352 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CARRET ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,269 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -15,727 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,355 | -100.0% | Q3 2025 | Nov 13, 2025 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,772 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,575 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,486 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,471 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Bill Few Associates, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -14,318 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Cladis Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -14,179 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.02% | — | -14,148 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,809 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Allen Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,660 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Round Hill Asset Management | History | Closed out | 0 | 0 | — | 0.09% | — | -13,366 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,556 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -11,630 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,240 | -100.0% | Q3 2025 | Nov 07, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,221 | -100.0% | Q3 2025 | Oct 09, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,773 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,720 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,434 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,251 | -100.0% | Q3 2025 | Nov 07, 2025 |
| IAT REINSURANCE CO LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,931 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,791 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,711 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ransom Advisory, Ltd | History | Reduced | 46 | 0 | — | 0.01% | — | -2,100 | -97.86% | Q4 2025 | Jan 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 90 | 0 | — | 0.0% | — | -1,661 | -94.86% | Q4 2025 | Jan 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,630 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Quent Capital, LLC | History | Reduced | 129 | 0 | — | 0.0% | — | -960 | -88.15% | Q4 2025 | Jan 29, 2026 |
| WealthCollab, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -929 | -99.46% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 12 | 0 | — | 0.0% | — | -803 | -98.53% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -572 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LRI Investments, LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -569 | -93.59% | Q4 2025 | Feb 04, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q3 2025 | Feb 03, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -252 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kilter Group LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -168 | -98.25% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Reduced | 65 | 0 | — | 0.0% | — | -155 | -70.45% | Q4 2025 | Jan 23, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Corundum Trust Company, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Sachetta, LLC | History | Reduced | 80 | 0 | — | 0.0% | — | -124 | -60.78% | Q4 2025 | Feb 02, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 34 | 0 | — | 0.0% | — | -123 | -78.34% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Reduced | 26 | 0 | — | 0.0% | — | -118 | -81.94% | Q4 2025 | Jan 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 04, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SageView Advisory Group, LLC | History | New | 102 | 0 | — | — | — | +102 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone National Bank & Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Jan 28, 2026 |
| Monetary Solutions, Ltd | History | New | 96 | 0 | — | — | — | +96 | New | Q4 2025 | Feb 23, 2026 |
| Hamrick Investment Counsel, llc | History | New | 89 | 0 | — | — | — | +89 | New | Q4 2025 | Mar 31, 2026 |
| Grove Bank & Trust | History | Reduced | 114 | 0 | — | 0.0% | — | -80 | -41.24% | Q4 2025 | Jan 08, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -77 | -100.0% | Q3 2025 | Oct 17, 2025 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Sawyer & Company, Inc | History | New | 74 | 0 | — | — | — | +74 | New | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 111 | 0 | — | — | — | +67 | 152.27% | Q4 2025 | Feb 17, 2026 |
| Financial Freedom, LLC | History | Reduced | 76 | 0 | — | 0.0% | — | -66 | -46.48% | Q4 2025 | Feb 17, 2026 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -63 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 75 | 0 | — | — | — | +62 | 476.92% | Q4 2025 | Jan 22, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BAYBAN | History | New | 57 | 0 | — | — | — | +57 | New | Q4 2025 | Mar 05, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 4 | 0 | — | — | — | -55 | -93.22% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | New | 54 | 0 | — | — | — | +54 | New | Q4 2025 | Jan 27, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ankerstar Wealth, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 97 | 0 | — | — | — | +47 | 94.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 47 | 0 | — | 0.0% | — | -47 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -43 | -78.18% | Q4 2025 | Jan 21, 2026 |
| Clearstead Trust, LLC | History | Reduced | 85 | 0 | — | 0.0% | — | -43 | -33.59% | Q4 2025 | Feb 09, 2026 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Oct 24, 2025 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 100 | 0 | — | 0.0% | — | -40 | -28.57% | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 15, 2026 |
| Meramec Financial Planners, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Jan 21, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 20 | 0 | — | — | — | -36 | -64.29% | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 05, 2026 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 05, 2026 |
| MidFirst Bank | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 25, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 04, 2025 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 21 | 0 | — | — | — | -27 | -56.25% | Q4 2025 | Jan 20, 2026 |
| West Branch Capital LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Jan 16, 2026 |
| Investment Research & Advisory Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Garton & Associates Financial Advisors LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 18, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 11, 2026 |
| Merited Wealth, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Mar 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 73 | 0 | — | — | — | +23 | 46.0% | Q4 2025 | Jan 21, 2026 |
| POM Investment Strategies, LLC | History | Added to | 30 | 0 | — | — | — | +23 | 328.57% | Q4 2025 | Feb 17, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 50 | 0 | — | — | — | -22 | -30.56% | Q4 2025 | Feb 23, 2026 |
| Lodestone Wealth Management LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 15, 2026 |
| Financial Perspectives, Inc | History | Reduced | 83 | 0 | — | 0.0% | — | -20 | -19.42% | Q4 2025 | Jan 28, 2026 |
| Asset Planning,Inc | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fairscale Capital, LLC | History | Reduced | 28 | 0 | — | — | — | -18 | -39.13% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 41 | 0 | — | — | — | -13 | -24.07% | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 17 | 0 | — | — | — | +11 | 183.33% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 46 | 0 | — | — | — | -11 | -19.3% | Q4 2025 | Feb 13, 2026 |
| Advocate Investing Services LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Keystone Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NorthAvenue LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Apr 02, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Mar 05, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q4 2025 | Feb 10, 2026 |
| High Point Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 99 | 0 | — | 0.0% | — | -4 | -3.88% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 37 | 0 | — | — | — | -4 | -9.76% | Q4 2025 | Jan 16, 2026 |
| Seneschal Advisors, LLC | History | Added to | 11 | 0 | — | — | — | +4 | 57.14% | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 12 | 0 | — | — | — | -3 | -20.0% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Motiv8 Investments LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 19, 2026 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 06, 2025 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 75 | 0 | — | — | — | -1 | -1.32% | Q4 2025 | Jan 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 52 | 0 | — | — | — | +1 | 1.96% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 31 | 0 | — | — | — | +1 | 3.33% | Q4 2025 | Jan 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 51 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GODSEY & GIBB, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 121 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALERUS FINANCIAL NA | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GW&K Investment Management, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| COUNTRY TRUST BANK | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Estabrook Capital Management | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 55 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Advisors | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Riverview Trust Co | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 130 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Richardson Capital Management LLC | History | No change | 121 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lavaca Capital LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Silicon Valley Capital Partners | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pacific Center for Financial Services | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | No change | 98 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CNB Bank | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pflug Koory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kozak & Associates, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IFS Advisors, LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Princeton Global Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 134 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TSFG, LLC | History | No change | 67 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RMG Wealth Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Piscataqua Savings Bank | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 98 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Horizons Wealth Management | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Abound Wealth Management | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SWAN Capital LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Mendota Financial Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Aspect Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROGCO, LP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hara Capital LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fairman Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Westfuller Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ORG Wealth Partners, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 98 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Raiffeisen Bank International AG | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Generali Asset Management SPA SGR | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BankPlus Trust Department | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | No change | 97 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Banque Transatlantique SA | History | No change | 111 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Navigoe, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Boreal Capital Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Holos Integrated Wealth LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Caldwell Trust Co | History | No change | 131 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |