UNIVERSAL DISPLAY CORP \PA\ - OLED
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 | Reduced | 5,047,581 | 589,456 | 0.01% | 0.01% | 1 | -21,526 | -0.42% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 4,126,383 | 481,879 | 0.01% | 0.01% | 2 | -2,230 | -0.05% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,393,419 | 396,283 | 1.06% | 1.4% | 3 | -611,386 | -15.27% | Q4 2025 | Feb 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 2,196,328 | 256,487 | 0.19% | 0.25% | 4 | -62,050 | -2.75% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 1,694,779 | 197,916 | 0.01% | 0.01% | 5 | +69,163 | 4.25% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,109,077 | 129,536 | 0.01% | 0.01% | 6 | +222,108 | 25.04% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 880,678 | 102,845 | 0.01% | 0.0% | 7 | +408,315 | 86.44% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 806,454 | 94,177 | 0.07% | 0.07% | 8 | +119,504 | 17.4% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 794,277 | 92,755 | 0.01% | — | 9 | +794,277 | New | Q4 2025 | Feb 10, 2026 |
| Greenhouse Funds LLLP | History | Added to | 774,330 | 90,426 | 3.27% | 3.81% | 10 | +49,052 | 6.76% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 726,505 | 84,846 | 0.02% | 0.02% | 11 | +40,798 | 5.95% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 646,787 | 75,531 | 0.01% | 0.01% | 12 | +324,677 | 100.8% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 638,245 | 74,521 | 0.03% | 0.03% | 13 | +121,586 | 23.53% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 619,271 | 72,318 | 0.1% | 0.11% | 14 | +28,466 | 4.82% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 563,033 | 65,751 | 0.05% | 0.07% | 15 | +65,886 | 13.25% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 531,515 | 62,070 | 0.01% | 0.02% | 16 | -142,652 | -21.16% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | Added to | 503,699 | 58,822 | 1.31% | 1.29% | 17 | +72,237 | 16.74% | Q4 2025 | Jan 29, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 428,335 | 50,020 | 0.96% | 0.66% | 18 | +198,845 | 86.65% | Q4 2025 | Jan 23, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 409,678 | 47,842 | 0.03% | 0.04% | 19 | -13,475 | -3.18% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 403,772 | 47,152 | 0.02% | 0.01% | 20 | +179,090 | 79.71% | Q4 2025 | Feb 17, 2026 |
| Analog Century Management LP | History | New | 401,726 | 46,913 | 2.31% | — | 21 | +401,726 | New | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 394,065 | 46,018 | 0.01% | 0.01% | 22 | +3,039 | 0.78% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 391,319 | 45,698 | 0.0% | 0.0% | 23 | -148,725 | -27.54% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 388,413 | 45,358 | 0.01% | 0.01% | 24 | -13,270 | -3.3% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 365,673 | 42,703 | 0.01% | 0.02% | 25 | -96,580 | -20.89% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 345,810 | 40,383 | 0.01% | 0.01% | 26 | -44,033 | -11.3% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 344,672 | 40,250 | 0.03% | 0.04% | 27 | -15,036 | -4.18% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 298,247 | 34,823 | 0.01% | 0.01% | 28 | +106,150 | 55.26% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 297,886 | 34,787 | 0.47% | 0.49% | 29 | +42,431 | 16.61% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 290,970 | 33,979 | 0.01% | 0.01% | 30 | -25,985 | -8.2% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 271,196 | 31,670 | 0.0% | 0.01% | 31 | +28,591 | 11.79% | Q4 2025 | Feb 17, 2026 |
| Polar Asset Management Partners Inc. | History | New | 242,904 | 28,366 | 0.36% | — | 32 | +242,904 | New | Q4 2025 | Feb 17, 2026 |
| AVENIR CORP | History | Added to | 230,181 | 26,880 | 2.92% | 3.23% | 33 | +14,136 | 6.54% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 219,059 | 25,581 | 0.0% | 0.0% | 34 | +70,141 | 47.1% | Q4 2025 | Feb 19, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 218,285 | 25,491 | 2.76% | 4.35% | 35 | -50,990 | -18.94% | Q4 2025 | Feb 06, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 196,515 | 22,949 | 0.54% | 0.49% | 36 | +56,320 | 40.17% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 195,632 | 22,845 | 0.0% | 0.0% | 37 | +136,453 | 230.58% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 190,644 | 22,263 | 0.01% | 0.01% | 38 | +49,110 | 34.7% | Q4 2025 | Feb 10, 2026 |
| Triodos Investment Management BV | History | No change | 185,000 | 22,007 | 1.59% | 1.92% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 185,000 | 21,604 | 0.03% | 0.02% | 40 | +100,000 | 117.65% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 183,246 | 21,399 | 0.0% | 0.02% | 41 | -395,752 | -68.35% | Q4 2025 | Feb 13, 2026 |
| SORA INVESTORS LLC | History | Added to | 181,566 | 21,203 | 1.83% | 1.81% | 42 | +45,376 | 33.32% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 175,811 | 20,531 | 0.0% | 0.0% | 43 | -84,755 | -32.53% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 167,461 | 19,556 | 0.07% | — | 44 | +167,461 | New | Q4 2025 | Feb 17, 2026 |
| Hardman Johnston Global Advisors LLC | History | Reduced | 163,286 | 19,068 | 0.91% | 1.5% | 45 | -48,817 | -23.02% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 159,968 | 18,682 | 0.0% | — | 46 | +159,968 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 154,331 | 18,022 | 0.16% | 0.18% | 47 | +10,963 | 7.65% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 154,117 | 17,997 | 0.02% | 0.02% | 48 | -19,299 | -11.13% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 153,168 | 17,886 | 0.06% | 0.08% | 49 | -38,696 | -20.17% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 149,926 | 17,508 | 0.04% | 0.11% | 50 | -114,514 | -43.3% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 146,129 | 17,064 | 0.01% | 0.02% | 51 | -6,172 | -4.05% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 144,387 | 16,861 | 0.02% | 0.01% | 52 | +81,522 | 129.68% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 134,476 | 15,704 | 0.26% | 0.33% | 53 | +264 | 0.2% | Q4 2025 | Feb 03, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 127,587 | 14,899 | 0.01% | 0.0% | 54 | +116,950 | 1099.46% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 122,870 | 14,348 | 0.01% | 0.02% | 55 | +25,451 | 26.13% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 120,698 | 14,095 | 0.0% | 0.0% | 56 | +20,109 | 19.99% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 119,820 | 13,992 | 0.02% | 0.05% | 57 | -79,157 | -39.78% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 116,590 | 13,615 | 0.04% | 0.02% | 58 | +61,886 | 113.13% | Q4 2025 | Feb 06, 2026 |
| M&G Plc | History | New | 113,400 | 13,267 | 0.07% | — | 59 | +113,400 | New | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Added to | 113,207 | 13,220 | 0.03% | 0.0% | 60 | +107,311 | 1820.06% | Q4 2025 | Feb 24, 2026 |
| Squarepoint Ops LLC | History | Added to | 111,383 | 13,007 | 0.01% | 0.0% | 61 | +93,040 | 507.22% | Q4 2025 | Feb 13, 2026 |
| S Squared Technology, LLC | History | Added to | 111,000 | 12,962 | 5.02% | 5.68% | 62 | +7,000 | 6.73% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 107,858 | 12,595 | 0.01% | 0.01% | 63 | +57,227 | 113.03% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 105,487 | 12,318 | 0.26% | 0.3% | 64 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 103,027 | 12,031 | 0.01% | 0.0% | 65 | +57,780 | 127.7% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 100,675 | 11,756 | 0.0% | 0.0% | 66 | +49,961 | 98.52% | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 95,521 | 11,154 | 0.12% | 0.08% | 67 | +32,065 | 50.53% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 95,115 | 11,107 | 0.01% | 0.01% | 68 | -3,066 | -3.12% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 95,023 | 11,096 | 0.0% | 0.0% | 69 | -52,750 | -35.7% | Q4 2025 | Mar 25, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 91,792 | 10,719 | 0.0% | 0.01% | 70 | -59,389 | -39.28% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 91,172 | 10,647 | 0.17% | 0.1% | 71 | +41,895 | 85.02% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 89,100 | 10,405 | 0.01% | 0.01% | 72 | +1,600 | 1.83% | Q4 2025 | Feb 12, 2026 |
| Retirement Systems of Alabama | History | Reduced | 82,964 | 9,688 | 0.03% | 0.04% | 73 | -384 | -0.46% | Q4 2025 | Jan 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 82,100 | 9,587 | 0.01% | 0.01% | 74 | -537 | -0.65% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | New | 77,222 | 9,017 | 0.08% | — | 75 | +77,222 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 75,975 | 8,872 | 0.0% | 0.0% | 76 | +4 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Numerai GP LLC | History | Added to | 75,391 | 8,804 | 1.06% | 0.08% | 77 | +71,257 | 1723.68% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 74,874 | 8,743 | 0.01% | 0.01% | 78 | +11,612 | 18.36% | Q4 2025 | Feb 02, 2026 |
| LHM, INC. | History | Added to | 74,552 | 8,706 | 3.24% | 3.47% | 79 | +1,510 | 2.07% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 67,629 | 7,897 | 0.0% | 0.0% | 80 | -9,145 | -11.91% | Q4 2025 | Feb 09, 2026 |
| XXEC, Inc. | History | Added to | 65,661 | 7,667 | 7.66% | 6.3% | 81 | +13,615 | 26.16% | Q4 2025 | Mar 05, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 65,009 | 7,591 | 0.43% | 0.54% | 82 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 63,819 | 7,452 | 0.04% | 0.04% | 83 | +13,889 | 27.82% | Q4 2025 | Feb 12, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 62,980 | 7,354 | 0.92% | 1.3% | 84 | -666 | -1.05% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 59,546 | 6,953 | 0.01% | 0.01% | 85 | +20,532 | 52.63% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 59,400 | 6,936 | 0.0% | 0.0% | 86 | +8,500 | 16.7% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 57,362 | 6,698 | 0.02% | 0.12% | 87 | -128,467 | -69.13% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 57,188 | 6,678 | 0.01% | 0.01% | 88 | +422 | 0.74% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 56,103 | 6,551 | 0.01% | 0.02% | 89 | +5,184 | 10.18% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 54,329 | 6,345 | 0.01% | 0.02% | 90 | -191 | -0.35% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 52,246 | 6,108 | 0.0% | 0.0% | 91 | -643 | -1.22% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 51,546 | 6,019 | 0.0% | 0.0% | 92 | -6,709 | -11.52% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 49,000 | 5,722 | 0.01% | 0.01% | 93 | -4,800 | -8.92% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 48,824 | 5,701 | 0.02% | 0.01% | 94 | +18,934 | 63.35% | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 48,246 | 5,634 | 0.4% | — | 95 | +48,246 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 47,919 | 5,595 | 0.08% | 0.08% | 96 | +2,282 | 5.0% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Reduced | 47,819 | 5,584 | 0.0% | 0.0% | 97 | -10,744 | -18.35% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 47,520 | 5,549 | 0.08% | 0.13% | 98 | -11,947 | -20.09% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 46,277 | 5,404 | 0.01% | 0.01% | 99 | +1,114 | 2.47% | Q4 2025 | Feb 13, 2026 |
| Vest Financial, LLC | History | Added to | 45,681 | 5,334 | 0.07% | 0.07% | 100 | +9,138 | 25.01% | Q4 2025 | Jan 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 44,848 | 5,237 | 0.01% | 0.01% | 101 | +8,635 | 23.85% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 42,765 | 4,994 | 0.0% | 0.01% | 102 | +1,138 | 2.73% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 42,645 | 4,980 | 0.0% | 0.0% | 103 | -2,852 | -6.27% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 41,840 | 4,886 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BANK OF NOVA SCOTIA | History | New | 40,680 | 4,750 | 0.01% | — | 105 | +40,680 | New | Q4 2025 | Feb 13, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 39,836 | 4,652 | 0.02% | 0.02% | 106 | +18 | 0.05% | Q4 2025 | Feb 17, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Reduced | 39,485 | 4,611 | 1.19% | 1.53% | 107 | -321 | -0.81% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 39,428 | 4,604 | 0.01% | 0.01% | 108 | -1,060 | -2.62% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 38,091 | 4,489 | 0.0% | 0.0% | 109 | +34,247 | 890.92% | Q4 2025 | Mar 20, 2026 |
| TORONTO DOMINION BANK | History | New | 37,604 | 4,391 | 0.01% | — | 110 | +37,604 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 35,157 | 4,106 | 0.0% | 0.0% | 111 | +2,284 | 6.95% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 22,900 | 4,018 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 33,450 | 3,906 | 0.06% | 0.06% | 113 | +6,810 | 25.56% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 32,675 | 3,815 | 0.02% | — | 114 | +32,675 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 31,277 | 3,652 | 0.0% | — | 115 | +31,277 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 28,657 | 3,346 | 0.01% | 0.01% | 116 | -3,711 | -11.47% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 28,305 | 3,305 | 0.0% | 0.0% | 117 | +7,413 | 35.48% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | New | 28,300 | 3,304 | 0.02% | — | 118 | +28,300 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 28,213 | 3,293 | 0.01% | 0.01% | 119 | +907 | 3.32% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 27,032 | 3,156 | 0.01% | 1.8% | 120 | +24,332 | 901.19% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 26,744 | 3,123 | 0.0% | 0.0% | 121 | +5,045 | 23.25% | Q4 2025 | Jan 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,497 | 3,094 | 0.04% | 0.1% | 122 | -8,894 | -25.13% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,274 | 3,070 | 0.0% | 0.01% | 123 | -6,097 | -18.83% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 25,679 | 2,999 | 0.0% | 0.0% | 124 | +21,395 | 499.42% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 25,096 | 2,930 | 0.01% | 0.01% | 125 | +5,596 | 28.7% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 24,816 | 2,898 | 0.1% | — | 126 | +24,816 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 24,766 | 2,892 | 0.03% | 0.07% | 127 | -9,217 | -27.12% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 23,949 | 2,796 | 0.1% | 0.17% | 128 | -7,201 | -23.12% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,600 | 2,522 | 0.01% | 0.02% | 129 | -1,117 | -4.92% | Q4 2025 | Feb 12, 2026 |
| Korea Investment CORP | History | No change | 21,580 | 2,520 | 0.0% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 21,384 | 2,497 | 0.54% | 0.8% | 131 | -4,000 | -15.76% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 21,169 | 2,472 | 0.01% | 0.01% | 132 | +7,849 | 58.93% | Q4 2025 | Jan 12, 2026 |
| DANSKE BANK A/S | History | Added to | 20,382 | 2,380 | 0.01% | 0.0% | 133 | +12,737 | 166.61% | Q4 2025 | Feb 02, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 20,274 | 2,367 | 0.04% | 0.03% | 134 | +3,269 | 19.22% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,876 | 2,321 | 0.02% | 0.02% | 135 | -292 | -1.45% | Q4 2025 | Feb 05, 2026 |
| Entropy Technologies, LP | History | Added to | 19,633 | 2,292 | 0.12% | 0.04% | 136 | +16,145 | 462.87% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 19,316 | 2,255 | 0.01% | 0.01% | 137 | +4,158 | 27.43% | Q4 2025 | Jan 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 19,108 | 2,231 | 0.02% | 0.02% | 138 | -217 | -1.12% | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 18,841 | 2,200 | 0.04% | 0.02% | 139 | +11,555 | 158.59% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 18,679 | 2,181 | 0.01% | — | 140 | +18,679 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 18,585 | 2,170 | 0.02% | 0.02% | 141 | +2,195 | 13.39% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 18,401 | 2,149 | 0.01% | 0.01% | 142 | -1,344 | -6.81% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 18,402 | 2,148 | 0.02% | 0.03% | 143 | -2,014 | -9.86% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 14,573 | 2,140 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 17,967 | 2,098 | 0.0% | 0.0% | 145 | -1,415 | -7.3% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 17,700 | 2,067 | 0.0% | 0.0% | 146 | +4,706 | 36.22% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 17,461 | 2,039 | 0.01% | 0.01% | 147 | -1,627 | -8.52% | Q4 2025 | Jan 29, 2026 |
| One Capital Management, LLC | History | New | 17,311 | 2,021 | 0.06% | — | 148 | +17,311 | New | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 17,013 | 1,987 | 0.0% | 0.01% | 149 | -299 | -1.73% | Q4 2025 | Jan 09, 2026 |
| Future Fund LLC | History | New | 17,000 | 1,985 | 0.63% | — | 150 | +17,000 | New | Q4 2025 | Feb 10, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 16,913 | 1,975 | 0.01% | 0.01% | 151 | -304 | -1.77% | Q4 2025 | Feb 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 16,800 | 1,961 | 0.47% | — | 152 | +16,800 | New | Q4 2025 | Feb 02, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 17,054 | 1,958 | 0.01% | 0.01% | 153 | -730 | -4.1% | Q4 2025 | Feb 18, 2026 |
| AI-Squared Management Ltd | History | Reduced | 16,281 | 1,901 | 2.21% | 5.74% | 154 | -22,119 | -57.6% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 15,783 | 1,843 | 0.0% | 0.0% | 155 | +723 | 4.8% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 15,751 | 1,838 | 0.01% | 0.09% | 156 | -148,729 | -90.42% | Q4 2025 | Feb 12, 2026 |
| AMG National Trust Bank | History | Added to | 15,687 | 1,831 | 0.04% | 0.05% | 157 | +341 | 2.22% | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 15,609 | 1,822 | 0.03% | 0.04% | 158 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Erste Asset Management GmbH | History | Reduced | 15,256 | 1,819 | 0.02% | 0.03% | 159 | -8,727 | -36.39% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 15,159 | 1,770 | 0.08% | 0.09% | 160 | +2,448 | 19.26% | Q4 2025 | Jan 26, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 14,599 | 1,704 | 0.1% | 0.14% | 161 | -1,003 | -6.43% | Q4 2025 | Feb 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 14,551 | 1,699 | 0.01% | 0.01% | 162 | +572 | 4.09% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | New | 14,511 | 1,694 | 0.0% | — | 163 | +14,511 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 14,289 | 1,668 | 0.02% | 0.02% | 164 | -18,023 | -55.78% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 13,964 | 1,630 | 0.01% | 0.01% | 165 | -4,012 | -22.32% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | Added to | 13,954 | 1,629 | 0.0% | 0.0% | 166 | +1,548 | 12.48% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 13,640 | 1,593 | 0.14% | 0.02% | 167 | +11,773 | 630.58% | Q4 2025 | Feb 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 13,648 | 1,593 | 0.03% | 0.04% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 13,639 | 1,592 | 0.0% | 0.0% | 169 | +581 | 4.45% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,611 | 1,580 | 0.02% | 0.02% | 170 | -278 | -2.0% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Reduced | 13,571 | 1,572 | 0.01% | 0.02% | 171 | -2,817 | -17.19% | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 13,360 | 1,560 | 0.07% | 0.07% | 172 | +2,705 | 25.39% | Q4 2025 | Jan 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 12,987 | 1,516 | 0.0% | 0.0% | 173 | +107 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Montanaro Asset Management Ltd | History | Reduced | 12,900 | 1,506 | 0.42% | 0.5% | 174 | -1,100 | -7.86% | Q4 2025 | Mar 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,853 | 1,501 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 12,724 | 1,485 | 0.0% | 0.0% | 176 | +4,312 | 51.26% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 12,651 | 1,477 | 0.01% | 0.01% | 177 | -691 | -5.18% | Q4 2025 | Jan 28, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 12,550 | 1,465 | 0.84% | 1.07% | 178 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 1,424 | 0.02% | 0.03% | 179 | -100 | -0.81% | Q4 2025 | Jan 16, 2026 |
| Empowered Funds, LLC | History | New | 12,016 | 1,403 | 0.02% | — | 180 | +12,016 | New | Q4 2025 | Feb 18, 2026 |
| Walleye Capital LLC | History | Reduced | 12,000 | 1,401 | 0.0% | 0.01% | 181 | -3,113 | -20.6% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,837 | 1,382 | 0.0% | 0.0% | 182 | -2,660 | -18.35% | Q4 2025 | Feb 10, 2026 |
| Rockbridge Capital Management LLC | History | No change | 11,748 | 1,371 | 0.83% | 1.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bronte Capital Management Pty Ltd. | History | New | 11,653 | 1,360 | 0.14% | — | 184 | +11,653 | New | Q4 2025 | Feb 03, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 11,473 | 1,339 | 0.14% | 0.18% | 185 | -779 | -6.36% | Q4 2025 | Jan 16, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 11,293 | 1,318 | 0.53% | 0.67% | 186 | -212 | -1.84% | Q4 2025 | Jan 06, 2026 |
| Cardinal Capital Management | History | Added to | 11,205 | 1,308 | 0.17% | 0.22% | 187 | +286 | 2.62% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,064 | 1,292 | 0.01% | 0.01% | 188 | -282 | -2.49% | Q4 2025 | Feb 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 11,042 | 1,289 | 0.06% | 0.07% | 189 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Jain Global LLC | History | Reduced | 10,802 | 1,261 | 0.01% | 0.03% | 190 | -34,425 | -76.12% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 10,651 | 1,243 | 0.0% | 0.0% | 191 | -10,832 | -50.42% | Q4 2025 | Mar 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 10,405 | 1,215 | 0.01% | 0.01% | 192 | -100 | -0.95% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Added to | 10,390 | 1,210 | 0.03% | 0.04% | 193 | +103 | 1.0% | Q4 2025 | Jan 30, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 10,046 | 1,173 | 0.01% | 0.02% | 194 | -20,904 | -67.54% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,264 | 1,171 | 0.0% | 0.04% | 195 | -162,758 | -94.61% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Reduced | 9,999 | 1,167 | 0.01% | 0.04% | 196 | -11,984 | -54.51% | Q4 2025 | Feb 05, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | New | 10,000 | 1,167 | 0.02% | — | 197 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 10,000 | 1,167 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 9,892 | 1,155 | 0.01% | 0.02% | 199 | +39 | 0.4% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,849 | 1,150 | 0.01% | 0.01% | 200 | +2,106 | 27.2% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Added to | 9,849 | 1,150 | 0.0% | 0.0% | 201 | +778 | 8.58% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Reduced | 9,843 | 1,149 | 0.04% | 0.06% | 202 | -1,590 | -13.91% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,819 | 1,146 | 0.01% | — | 203 | +9,819 | New | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 9,600 | 1,121 | 0.0% | 0.01% | 204 | +300 | 3.23% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,468 | 1,107 | 0.0% | 0.0% | 205 | -3,737 | -28.3% | Q4 2025 | Mar 09, 2026 |
| Mariner, LLC | History | Added to | 9,330 | 1,087 | 0.0% | 0.0% | 206 | +2,266 | 32.08% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,293 | 1,085 | 0.0% | 0.0% | 207 | +642 | 7.42% | Q4 2025 | Jan 28, 2026 |
| Sunstone Asset Management, L.P. | History | New | 9,217 | 1,076 | 1.03% | — | 208 | +9,217 | New | Q4 2025 | Feb 18, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,157 | 1,069 | 0.0% | 0.01% | 209 | -1,192 | -11.52% | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,136 | 1,066 | 0.0% | 0.01% | 210 | -1,148 | -11.16% | Q4 2025 | Feb 06, 2026 |
| AGF MANAGEMENT LTD | History | No change | 9,100 | 1,062 | 0.0% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,900 | 1,039 | 0.03% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,783 | 1,025 | 0.01% | 0.02% | 213 | -100 | -1.13% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,487 | 991 | 0.0% | 0.0% | 214 | -743 | -8.05% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 8,415 | 982 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 8,103 | 946 | 0.03% | 0.04% | 216 | -184 | -2.22% | Q4 2025 | Feb 11, 2026 |
| AXQ CAPITAL, LP | History | New | 7,854 | 917 | 0.21% | — | 217 | +7,854 | New | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 7,815 | 912 | 0.01% | — | 218 | +7,815 | New | Q4 2025 | Feb 11, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 7,779 | 908 | 0.36% | — | 219 | +7,779 | New | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Added to | 7,722 | 901 | 0.01% | 0.0% | 220 | +3,794 | 96.59% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,491 | 874 | 0.0% | 0.0% | 221 | -2,785 | -27.1% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,175 | 837 | 0.0% | 0.0% | 222 | -28,707 | -80.0% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 5,785 | 827 | 0.0% | 0.0% | 223 | +2 | 0.03% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | New | 6,907 | 806 | 0.02% | — | 224 | +6,907 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 6,809 | 795 | 0.02% | 0.04% | 225 | -6,991 | -50.66% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 6,652 | 776 | 0.0% | 0.0% | 226 | +25 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,539 | 763 | 0.0% | 0.0% | 227 | +334 | 5.38% | Q4 2025 | Jan 29, 2026 |
| Engineers Gate Manager LP | History | New | 6,529 | 762 | 0.01% | — | 228 | +6,529 | New | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 6,253 | 730 | 0.07% | 0.05% | 229 | +2,066 | 49.34% | Q4 2025 | Jan 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,051 | 706 | 0.01% | 0.01% | 230 | -1,071 | -15.04% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL PLC | History | Added to | 5,997 | 700 | 0.01% | 0.0% | 231 | +2,746 | 84.47% | Q4 2025 | Feb 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 5,935 | 693 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,924 | 691 | 0.01% | 0.02% | 233 | +70 | 1.2% | Q4 2025 | Feb 18, 2026 |
| Man Group plc | History | Reduced | 5,865 | 684 | 0.0% | 0.0% | 234 | -7,885 | -57.35% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,806 | 677 | 0.0% | 0.0% | 235 | -795 | -12.04% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 5,686 | 664 | 0.0% | — | 236 | +5,686 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,604 | 654 | 0.0% | 0.0% | 237 | -2,000 | -26.3% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | New | 5,305 | 619 | 0.01% | — | 238 | +5,305 | New | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,233 | 611 | 0.01% | 0.01% | 239 | -325 | -5.85% | Q4 2025 | Jan 22, 2026 |
| GABELLI FUNDS LLC | History | New | 5,200 | 607 | 0.0% | — | 240 | +5,200 | New | Q4 2025 | Feb 05, 2026 |
| XPONANCE LLC | History | Reduced | 5,121 | 598 | 0.0% | 0.01% | 241 | -838 | -14.06% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,096 | 595 | 0.0% | 0.0% | 242 | +227 | 4.66% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Reduced | 5,045 | 589 | 0.0% | 0.0% | 243 | -26,382 | -83.95% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,972 | 580 | 0.05% | 0.07% | 244 | -407 | -7.57% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | New | 4,924 | 575 | 0.01% | — | 245 | +4,924 | New | Q4 2025 | Jan 27, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 4,868 | 568 | 0.52% | 0.57% | 246 | +724 | 17.47% | Q4 2025 | Jan 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,739 | 553 | 0.02% | 0.01% | 247 | +3,322 | 234.44% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,600 | 537 | 0.0% | 0.0% | 248 | -26,400 | -85.16% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 4,574 | 534 | 0.01% | 0.01% | 249 | +420 | 10.11% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 4,578 | 534 | 0.03% | 0.04% | 250 | -78 | -1.68% | Q4 2025 | Feb 09, 2026 |
| ALLIANZ SE | History | Added to | 4,561 | 532 | 0.01% | 0.01% | 251 | +369 | 8.8% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 4,437 | 518 | 0.0% | 0.0% | 252 | +11 | 0.25% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Added to | 4,399 | 513 | 0.01% | 0.01% | 253 | +325 | 7.98% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,377 | 511 | 0.01% | 0.01% | 254 | -455 | -9.42% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,369 | 510 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 4,316 | 504 | 0.04% | 0.04% | 256 | +809 | 23.07% | Q4 2025 | Jan 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 4,299 | 502 | 0.01% | 0.01% | 257 | +631 | 17.2% | Q4 2025 | Feb 10, 2026 |
| Alchemi Wealth, LLC | History | New | 4,256 | 497 | 0.27% | — | 258 | +4,256 | New | Q4 2025 | Feb 13, 2026 |
| AVIVA PLC | History | Added to | 4,198 | 490 | 0.0% | 0.0% | 259 | +813 | 24.02% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,139 | 483 | 0.0% | 0.0% | 260 | -483 | -10.45% | Q4 2025 | Feb 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 4,120 | 481 | 0.0% | — | 262 | +4,120 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 4,125 | 481 | 0.0% | 0.01% | 261 | -376 | -8.35% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,869 | 451 | 0.01% | 0.01% | 263 | +107 | 2.84% | Q4 2025 | Jan 23, 2026 |
| Destination Wealth Management | History | New | 3,814 | 445 | 0.01% | — | 264 | +3,814 | New | Q4 2025 | Feb 13, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 3,767 | 439 | 0.23% | — | 265 | +3,767 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,741 | 436 | 0.0% | 0.0% | 266 | -1,309 | -25.92% | Q4 2025 | Jan 30, 2026 |
| Freestone Grove Partners LP | History | New | 3,594 | 419 | 0.0% | — | 267 | +3,594 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 3,519 | 410 | 0.0% | 0.0% | 268 | +486 | 16.02% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,451 | 403 | 0.0% | 0.0% | 269 | +470 | 15.77% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 3,419 | 399 | 0.02% | 0.03% | 270 | -95 | -2.7% | Q4 2025 | Jan 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,309 | 385 | 0.0% | 0.0% | 271 | +535 | 19.29% | Q4 2025 | Feb 05, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 3,290 | 384 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 3,278 | 382 | 0.01% | 0.01% | 273 | +77 | 2.41% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,249 | 379 | 0.01% | 0.01% | 274 | -246 | -7.04% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,242 | 378 | 0.0% | 0.0% | 275 | -403 | -11.06% | Q4 2025 | Feb 12, 2026 |
| Bernardo Wealth Planning LLC | History | New | 3,201 | 373 | 0.07% | — | 276 | +3,201 | New | Q4 2025 | Jan 26, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,181 | 371 | 0.01% | 0.01% | 277 | -100 | -3.05% | Q4 2025 | Feb 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 3,168 | 369 | 0.0% | — | 278 | +3,168 | New | Q4 2025 | Feb 17, 2026 |
| Strid Group, LLC | History | No change | 3,157 | 368 | 0.05% | 0.06% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,149 | 367 | 0.07% | 0.09% | 280 | -69 | -2.14% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,129 | 365 | 0.0% | 0.0% | 281 | +1,668 | 114.17% | Q4 2025 | Mar 16, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 3,066 | 364 | 0.0% | — | 282 | +3,066 | New | Q4 2025 | Feb 18, 2026 |
| iSAM Funds (UK) Ltd | History | Added to | 3,097 | 361 | 0.13% | 0.03% | 284 | +2,077 | 203.63% | Q4 2025 | Feb 17, 2026 |
| LVW Advisors, LLC | History | Reduced | 3,093 | 361 | 0.04% | 0.07% | 283 | -1,507 | -32.76% | Q4 2025 | Jan 14, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 285 | 356 | 0.02% | 0.03% | 285 | -2,760 | -90.64% | Q4 2025 | Feb 11, 2026 |
| Scientech Research LLC | History | New | 3,048 | 355 | 0.22% | — | 286 | +3,048 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 3,032 | 354 | 0.16% | 0.26% | 288 | -828 | -21.45% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,033 | 354 | 0.0% | 0.0% | 287 | +142 | 4.91% | Q4 2025 | Jan 29, 2026 |
| Lazard Freres Gestion S.A.S. | History | No change | 3,000 | 350 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ELCO Management Co., LLC | History | No change | 3,000 | 350 | 0.22% | 0.22% | 290 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gibbs Wealth Management | History | Reduced | 2,773 | 348 | 0.08% | 0.1% | 291 | -397 | -12.52% | Q4 2025 | Jan 23, 2026 |
| HUB Investment Partners, LLC | History | New | 2,959 | 345 | 0.01% | — | 292 | +2,959 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,933 | 342 | 0.01% | 0.02% | 293 | -3,296 | -52.91% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,829 | 330 | 0.0% | 0.0% | 294 | -81 | -2.78% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,787 | 325 | 0.0% | 0.0% | 295 | -1,546 | -35.68% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,779 | 324 | 0.0% | 0.0% | 296 | +1,297 | 87.52% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,770 | 323 | 0.01% | 0.01% | 297 | +140 | 5.32% | Q4 2025 | Feb 11, 2026 |
| Farringdon Capital, Ltd. | History | New | 2,747 | 320 | 0.08% | — | 298 | +2,747 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,715 | 317 | 0.01% | 0.01% | 299 | -24 | -0.88% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,699 | 315 | 0.02% | — | 301 | +2,699 | New | Q4 2025 | Feb 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 2,700 | 315 | 0.05% | 0.05% | 300 | +560 | 26.17% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 2,653 | 310 | 0.0% | 0.0% | 302 | -83 | -3.03% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,558 | 298 | 0.0% | — | 303 | +2,558 | New | Q4 2025 | Jan 29, 2026 |
| Impact Capital Partners LLC | History | Reduced | 2,542 | 296 | 0.09% | 0.2% | 304 | -2,072 | -44.91% | Q4 2025 | Jan 07, 2026 |
| Tolleson Wealth Management, Inc. | History | New | 2,494 | 291 | 0.04% | — | 305 | +2,494 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,451 | 286 | 0.01% | 0.01% | 306 | +358 | 17.1% | Q4 2025 | Jan 27, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,434 | 284 | 0.0% | 0.0% | 307 | -507 | -17.24% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,387 | 278 | 0.0% | 0.01% | 308 | +44 | 1.88% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,364 | 276 | 0.0% | — | 309 | +2,364 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,365 | 276 | 0.07% | 0.08% | 311 | -39 | -1.62% | Q4 2025 | Jan 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 2,366 | 276 | 0.0% | 0.01% | 310 | +17 | 0.72% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,347 | 274 | 0.0% | 0.0% | 312 | -719 | -23.45% | Q4 2025 | Feb 13, 2026 |
| RMR Wealth Builders | History | No change | 2,331 | 272 | 0.02% | 0.03% | 313 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Leonteq Securities AG | History | Added to | 2,323 | 271 | 0.01% | 0.0% | 314 | +1,496 | 180.89% | Q4 2025 | Feb 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,321 | 271 | 0.0% | 0.01% | 315 | -88 | -3.65% | Q4 2025 | Feb 03, 2026 |
| Utah Retirement Systems | History | No change | 2,322 | 271 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | Reduced | 2,316 | 270 | 0.02% | 0.03% | 317 | -240 | -9.39% | Q4 2025 | Jan 30, 2026 |
| Walleye Trading LLC | History | Reduced | 2,311 | 269 | 0.0% | 0.01% | 318 | -24,317 | -91.32% | Q4 2025 | Feb 13, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 2,311 | 269 | 0.22% | — | 319 | +2,311 | New | Q4 2025 | Feb 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,300 | 268 | 0.0% | — | 320 | +2,300 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,281 | 266 | 0.0% | 0.0% | 321 | +869 | 61.54% | Q4 2025 | Feb 11, 2026 |
| Abacus Wealth Partners, LLC | History | New | 2,258 | 263 | 0.03% | — | 322 | +2,258 | New | Q4 2025 | Feb 05, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,241 | 261 | 0.0% | 0.0% | 323 | -3,950 | -63.8% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 2,225 | 259 | 0.0% | 0.02% | 324 | -25,393 | -91.94% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,223 | 259 | 0.0% | 0.0% | 325 | -1,393 | -38.52% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,202 | 257 | 0.0% | 0.01% | 326 | -44 | -1.96% | Q4 2025 | Jan 26, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,180 | 254 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,155 | 251 | 0.02% | — | 329 | +2,155 | New | Q4 2025 | Feb 03, 2026 |
| Apella Capital, LLC | History | Added to | 2,151 | 251 | 0.0% | 0.01% | 328 | +6 | 0.28% | Q4 2025 | Jan 21, 2026 |
| Alphadyne Asset Management LP | History | New | 2,100 | 245 | 0.01% | — | 330 | +2,100 | New | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,076 | 242 | 0.0% | — | 332 | +2,076 | New | Q4 2025 | Feb 04, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 2,072 | 242 | 0.03% | 0.17% | 333 | -71 | -3.31% | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 2,077 | 242 | 0.04% | 0.04% | 331 | +20 | 0.97% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 2,068 | 241 | 0.0% | 0.01% | 334 | -293 | -12.41% | Q4 2025 | Feb 19, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,056 | 240 | 0.11% | — | 337 | +2,056 | New | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | Reduced | 2,060 | 240 | 0.02% | 0.03% | 336 | -13 | -0.63% | Q4 2025 | Feb 04, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,056 | 240 | 0.02% | 0.02% | 335 | -12 | -0.58% | Q4 2025 | Feb 03, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 2,000 | 233 | 0.01% | 0.01% | 338 | -300 | -13.04% | Q4 2025 | Feb 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,937 | 226 | 0.04% | 0.04% | 339 | +238 | 14.01% | Q4 2025 | Jan 22, 2026 |
| FIL Ltd | History | Added to | 1,931 | 225 | 0.0% | 0.0% | 340 | +617 | 46.96% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,863 | 217 | 0.0% | — | 341 | +1,863 | New | Q4 2025 | Feb 03, 2026 |
| Stiles Financial Services Inc | History | Added to | 1,864 | 217 | 0.07% | 0.07% | 342 | +285 | 18.05% | Q4 2025 | Feb 03, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,864 | 217 | 0.02% | 0.03% | 343 | -187 | -9.12% | Q4 2025 | Jan 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,841 | 215 | 0.0% | 0.0% | 344 | -507 | -21.59% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,842 | 215 | 0.0% | 0.0% | 345 | -157 | -7.85% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,840 | 214 | 0.0% | 0.0% | 346 | +186 | 11.25% | Q4 2025 | Feb 02, 2026 |
| M&T BANK CORP | History | Added to | 1,809 | 211 | 0.0% | 0.0% | 347 | +201 | 12.5% | Q4 2025 | Jan 30, 2026 |
| Firestone Capital Management | History | No change | 1,803 | 210 | 0.04% | 0.06% | 348 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,793 | 209 | 0.01% | 0.03% | 349 | -1,360 | -43.13% | Q4 2025 | Feb 10, 2026 |
| Chesley Taft & Associates LLC | History | No change | 1,750 | 204 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Marex Group plc | History | New | 1,716 | 200 | 0.0% | — | 351 | +1,716 | New | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | Added to | 1,693 | 197 | 0.01% | 0.01% | 352 | +250 | 17.33% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | New | 1,502 | 175 | 0.02% | — | 354 | +1,502 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,500 | 175 | 0.0% | 0.0% | 353 | -18 | -1.19% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,209 | 141 | 0.01% | 0.01% | 355 | -438 | -26.59% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 1,190 | 139 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 1,185 | 138 | 0.0% | — | 357 | +1,185 | New | Q4 2025 | Feb 05, 2026 |
| CENTRAL TRUST Co | History | No change | 1,104 | 128 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Added to | 1,052 | 122 | 0.0% | 0.0% | 359 | +2 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Clearstead Trust, LLC | History | No change | 1,000 | 116 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 977 | 114 | 0.0% | 0.0% | 361 | +325 | 49.85% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 909 | 106 | 0.06% | 0.07% | 362 | +5 | 0.55% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 903 | 105 | 0.0% | 0.0% | 363 | -80 | -8.14% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | Reduced | 814 | 95 | 0.0% | 0.01% | 364 | -2,200 | -72.99% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 795 | 92 | 0.0% | 0.01% | 365 | -574 | -41.93% | Q4 2025 | Jan 05, 2026 |
| HM PAYSON & CO | History | No change | 734 | 85 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 716 | 83 | 0.01% | 0.02% | 367 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 693 | 80 | 0.0% | 0.0% | 368 | -85 | -10.93% | Q4 2025 | Feb 11, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 632 | 79 | 0.02% | 0.04% | 369 | -1,264 | -66.67% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 680 | 79 | 0.0% | 0.0% | 370 | +329 | 93.73% | Q4 2025 | Jan 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 631 | 74 | 0.0% | — | 371 | +631 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 631 | 73 | 0.0% | 0.0% | 372 | -147 | -18.89% | Q4 2025 | Feb 06, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 580 | 67 | 0.01% | 0.0% | 373 | +221 | 61.56% | Q4 2025 | Jan 13, 2026 |
| UMB Bank, n.a. | History | Added to | 549 | 64 | 0.0% | 0.0% | 374 | +121 | 28.27% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 537 | 62 | 0.0% | 0.0% | 375 | -19 | -3.42% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 490 | 61 | 0.0% | 0.0% | 376 | -3 | -0.61% | Q4 2025 | Jan 26, 2026 |
| RHL GROUP, LLC | History | New | 511 | 59 | 0.05% | — | 377 | +511 | New | Q4 2025 | Feb 09, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 434 | 50 | 0.01% | 0.02% | 378 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 409 | 47 | 0.0% | 0.0% | 379 | +21 | 5.41% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 346 | 40 | 0.0% | 0.0% | 380 | -98 | -22.07% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Reduced | 334 | 39 | 0.0% | 0.01% | 381 | -13 | -3.75% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 328 | 38 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 267 | 31 | 0.0% | 0.0% | 383 | +30 | 12.66% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 249 | 29 | 0.0% | 0.0% | 384 | -119 | -32.34% | Q4 2025 | Jan 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 255 | 29 | 0.01% | 0.01% | 386 | +24 | 10.39% | Q4 2025 | Feb 10, 2026 |
| Field & Main Bank | History | No change | 250 | 29 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 233 | 27 | 0.0% | 0.0% | 387 | -51 | -17.96% | Q4 2025 | Jan 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 216 | 25 | 0.0% | 0.0% | 388 | +43 | 24.86% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 206 | 23 | 0.0% | 0.0% | 390 | -192 | -48.24% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 204 | 23 | 0.0% | 0.0% | 389 | +18 | 9.68% | Q4 2025 | Feb 12, 2026 |
| Citizens National Bank Trust Department | History | No change | 200 | 23 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TSFG, LLC | History | Added to | 192 | 22 | 0.0% | 0.0% | 392 | +1 | 0.52% | Q4 2025 | Feb 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 171 | 19 | 0.0% | 0.0% | 393 | -296 | -63.38% | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Reduced | 171 | 19 | 0.0% | 0.0% | 394 | -71 | -29.34% | Q4 2025 | Jan 23, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 159 | 19 | 0.01% | 0.01% | 395 | +35 | 28.23% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 158 | 18 | 0.0% | 0.0% | 396 | -9 | -5.39% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 153 | 17 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 138 | 16 | 0.01% | — | 401 | +138 | New | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 141 | 16 | 0.0% | 0.0% | 398 | +106 | 302.86% | Q4 2025 | Feb 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 142 | 16 | 0.01% | 0.01% | 400 | +2 | 1.43% | Q4 2025 | Feb 05, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 141 | 16 | 0.01% | 0.01% | 399 | -1 | -0.7% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 131 | 15 | 0.0% | 0.0% | 402 | -572 | -81.37% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 129 | 15 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 120 | 14 | 0.0% | 0.0% | 404 | +89 | 287.1% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 126 | 14 | 0.0% | 0.0% | 405 | -83 | -39.71% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 103 | 12 | 0.0% | 0.0% | 406 | -794 | -88.52% | Q4 2025 | Feb 03, 2026 |
| WPG Advisers, LLC | History | Added to | 104 | 12 | 0.01% | 0.0% | 408 | +84 | 420.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 105 | 12 | 0.0% | 0.0% | 407 | +4 | 3.96% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 96 | 11 | 0.0% | — | 410 | +96 | New | Q4 2025 | Feb 17, 2026 |
| NBT BANK N A /NY | History | Reduced | 117 | 11 | 0.0% | 0.0% | 409 | -27 | -18.75% | Q4 2025 | Jan 23, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 100 | 11 | 0.0% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 86 | 10 | 0.0% | 0.0% | 413 | -42 | -32.81% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 78 | 9 | 0.0% | 0.0% | 415 | -42 | -35.0% | Q4 2025 | Jan 29, 2026 |
| FIRST HORIZON CORP | History | No change | 83 | 9 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Torren Management, LLC | History | New | 75 | 8 | 0.0% | — | 417 | +75 | New | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75 | 8 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 64 | 7 | 0.0% | — | 419 | +64 | New | Q4 2025 | Jan 09, 2026 |
| Signature Equity Partners, LLC | History | New | 64 | 7 | 0.0% | — | 420 | +64 | New | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 56 | 7 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 59 | 6 | 0.0% | — | 422 | +59 | New | Q4 2025 | Feb 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 44 | 5 | 0.0% | 0.01% | 426 | -155 | -77.89% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 51 | 5 | 0.0% | 0.0% | 424 | +17 | 50.0% | Q4 2025 | Jan 13, 2026 |
| Truvestments Capital LLC | History | No change | 48 | 5 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50 | 5 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 37 | 4 | 0.0% | 0.0% | 429 | -42 | -53.16% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 36 | 4 | 0.0% | 0.0% | 428 | -5 | -12.2% | Q4 2025 | Jan 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 39 | 4 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Colonial Trust Co / SC | History | No change | 37 | 4 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MidFirst Bank | History | New | 1,945 | 3 | 0.0% | — | 438 | +1,945 | New | Q4 2025 | Feb 25, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 33 | 3 | 0.0% | — | 435 | +33 | New | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | New | 23 | 3 | 0.0% | — | 436 | +23 | New | Q4 2025 | Feb 02, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 27 | 3 | 0.0% | 0.0% | 437 | -12 | -30.77% | Q4 2025 | Feb 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 30 | 3 | 0.0% | 0.0% | 433 | -10 | -25.0% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 27 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 25 | 2 | 0.0% | 0.09% | 448 | -1,673 | -98.53% | Q4 2025 | Feb 04, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 20 | 2 | 0.0% | 0.01% | 446 | -58 | -74.36% | Q4 2025 | Jan 07, 2026 |
| Elyxium Wealth, LLC | History | New | 22 | 2 | 0.0% | — | 445 | +22 | New | Q4 2025 | Feb 05, 2026 |
| Costello Asset Management, INC | History | New | 20 | 2 | 0.0% | — | 441 | +20 | New | Q4 2025 | Feb 03, 2026 |
| Greenline Wealth Management LLC | History | New | 18 | 2 | 0.0% | — | 449 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 23 | 2 | 0.0% | 0.0% | 447 | +15 | 187.5% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 439 | -11 | -33.33% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 21 | 2 | 0.0% | 0.0% | 443 | +5 | 31.25% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 23 | 2 | 0.0% | 0.0% | 440 | +1 | 4.55% | Q4 2025 | Jan 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 16 | 1 | 0.0% | — | 453 | +16 | New | Q4 2025 | Mar 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 9 | 1 | 0.0% | — | 450 | +9 | New | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 13 | 1 | 0.0% | — | 451 | +9 | 225.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 9 | 1 | 0.0% | 0.0% | 452 | -5 | -35.71% | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Added to | 15 | 1 | 0.0% | 0.0% | 455 | +3 | 25.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.14% | — | -189,015 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.4% | — | -73,138 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.02% | — | -57,812 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEREGRINE INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 3.57% | — | -50,560 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -48,216 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nishkama Capital, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -42,181 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Robeco Schweiz AG | History | Closed out | 0 | 0 | — | 0.13% | — | -40,300 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -28,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -28,429 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Roubaix Capital, LLC | History | Closed out | 0 | 0 | — | 1.8% | — | -26,963 | -100.0% | Q3 2025 | Nov 12, 2025 |
| 1492 Capital Management LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -24,818 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.16% | — | -23,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Panoramic Capital, LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -21,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 1.03% | — | -20,528 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,268 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,959 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -7,466 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.16% | — | -7,230 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,579 | -100.0% | Q3 2025 | Nov 06, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,524 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,650 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Curbstone Financial Management Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -2,810 | -100.0% | Q3 2025 | Oct 15, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,790 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,761 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Thrive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,622 | -100.0% | Q3 2025 | Oct 07, 2025 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,587 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -2,482 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,289 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,128 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,059 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alhambra Investment Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,046 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Fortune Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,004 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Narus Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,000 | -100.0% | Q3 2025 | Feb 09, 2026 |
| EVERPAR ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,867 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -1,754 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aureus Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,739 | -100.0% | Q3 2025 | Nov 17, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,711 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,629 | -100.0% | Q3 2025 | Nov 05, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,614 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,582 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,571 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,502 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ARS Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,430 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,407 | -100.0% | Q3 2025 | Nov 06, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Oct 15, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -561 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -410 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | 0.01% | — | -369 | -99.73% | Q4 2025 | Jan 29, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -299 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -260 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -156 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -66 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TRUST CO OF TOLEDO NA /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 27, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 07, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Dec 29, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Mar 03, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 20, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OPTIMA CAPITAL LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Trust Co | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 15, 2026 |
| Elevated Capital Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2025 | Jan 21, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -2 | -20.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 16, 2026 |
| Bare Financial Services, Inc | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| IMA Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avalon Trust Co | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cromwell Holdings LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MASECO LLP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |