OSI SYSTEMS INC - OSIS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 56 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,561,902 | 653,438 | 0.01% | 0.01% | 1 | +57,646 | 2.3% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,106,595 | 537,308 | 0.01% | 0.01% | 2 | -981 | -0.05% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 1,657,430 | 422,744 | 0.02% | 0.01% | 3 | +567,161 | 52.02% | Q4 2025 | Feb 17, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 803,602 | 204,966 | 1.15% | 1.11% | 4 | -52,781 | -6.16% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 752,567 | 191,948 | 0.09% | 0.11% | 5 | -247,724 | -24.77% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | No change | 674,343 | 171,997 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Reduced | 658,174 | 167,873 | 0.01% | 0.01% | 7 | -7,718 | -1.16% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 498,252 | 127,084 | 0.03% | 0.03% | 8 | -52,251 | -9.49% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 425,197 | 108,450 | 0.02% | 0.01% | 9 | +73,787 | 21.0% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 410,963 | 104,836 | 0.01% | 0.01% | 10 | +16,692 | 4.23% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 406,892 | 103,790 | 0.02% | 0.02% | 11 | -12,577 | -3.0% | Q4 2025 | Feb 12, 2026 |
| Hood River Capital Management LLC | History | Added to | 379,374 | 96,763 | 1.06% | 1.09% | 12 | +8,146 | 2.19% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 316,236 | 80,659 | 0.01% | 0.01% | 13 | -98 | -0.03% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 300,792 | 76,834 | 0.06% | 0.06% | 14 | -3,203 | -1.05% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 286,253 | 73,011 | 0.01% | 0.0% | 15 | +10,723 | 3.89% | Q4 2025 | Feb 17, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 267,710 | 68,282 | 0.05% | 0.06% | 16 | -38,920 | -12.69% | Q4 2025 | Feb 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 266,114 | 67,875 | 0.42% | 0.41% | 17 | +6,663 | 2.57% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 255,062 | 65,057 | 0.01% | 0.01% | 18 | +10,144 | 4.14% | Q4 2025 | Feb 17, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 235,768 | 60,134 | 0.41% | 0.26% | 19 | +88,714 | 60.33% | Q4 2025 | Feb 17, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 233,252 | 59,493 | 1.4% | 1.56% | 20 | -23,370 | -9.11% | Q4 2025 | Feb 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 227,095 | 57,923 | 0.05% | 0.05% | 21 | +21,589 | 10.51% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 222,904 | 56,854 | 0.0% | 0.0% | 22 | -38,687 | -14.79% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 207,446 | 52,911 | 0.06% | 0.06% | 23 | -9,760 | -4.49% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 202,033 | 51,530 | 0.01% | 0.01% | 24 | -7,964 | -3.79% | Q4 2025 | Feb 13, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Added to | 195,795 | 49,939 | 4.13% | 3.97% | 25 | +1,230 | 0.63% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 191,326 | 48,799 | 0.14% | — | 26 | +191,326 | New | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 188,970 | 48,199 | 0.07% | — | 27 | +188,970 | New | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 185,146 | 47,223 | 0.04% | 0.05% | 28 | -59,499 | -24.32% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 171,308 | 43,693 | 0.01% | 0.01% | 29 | -4,971 | -2.82% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 165,009 | 42,087 | 0.0% | 0.0% | 30 | +34,733 | 26.66% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 163,104 | 41,501 | 0.06% | 0.06% | 31 | +1,622 | 1.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 151,605 | 38,668 | 0.05% | 0.07% | 32 | -58,704 | -27.91% | Q4 2025 | Feb 13, 2026 |
| Swedbank AB | History | Reduced | 110,413 | 28,161 | 0.03% | 0.03% | 33 | -817 | -0.73% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 108,377 | 27,642 | 0.0% | 0.0% | 34 | -43,165 | -28.48% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 102,924 | 26,251 | 0.0% | 0.0% | 35 | -6,910 | -6.29% | Q4 2025 | Feb 10, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 101,400 | 25,863 | 0.95% | 0.97% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 96,041 | 24,496 | 0.01% | 0.01% | 37 | +1,467 | 1.55% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 95,826 | 24,441 | 0.01% | 0.01% | 38 | +7,077 | 7.97% | Q4 2025 | Feb 02, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 76,560 | 20,274 | 0.06% | 0.04% | 39 | +24,243 | 46.34% | Q4 2025 | Jan 27, 2026 |
| Boston Partners | History | Reduced | 77,058 | 19,996 | 0.02% | 0.03% | 40 | -21,037 | -21.45% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 69,153 | 17,638 | 0.0% | 0.01% | 41 | -37,098 | -34.92% | Q4 2025 | Feb 12, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 66,808 | 17,040 | 0.15% | — | 42 | +66,808 | New | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 57,306 | 14,616 | 0.01% | 0.01% | 43 | +10,700 | 22.96% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 55,242 | 14,090 | 0.05% | 0.06% | 44 | -6,303 | -10.24% | Q4 2025 | Feb 13, 2026 |
| Prospect Capital Advisors, LLC | History | Reduced | 51,985 | 13,259 | 6.84% | 6.78% | 45 | -500 | -0.95% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 51,926 | 13,244 | 0.0% | 0.0% | 46 | +21,770 | 72.19% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 49,861 | 12,717 | 0.0% | — | 47 | +49,861 | New | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 48,083 | 12,588 | 0.01% | 0.01% | 48 | -6,896 | -12.54% | Q4 2025 | Jan 08, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 48,619 | 12,400 | 0.9% | 0.87% | 49 | +2,939 | 6.43% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 47,085 | 12,009 | 0.01% | 0.01% | 50 | +478 | 1.03% | Q4 2025 | Feb 10, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 44,734 | 11,410 | 0.04% | 0.04% | 51 | -7,895 | -15.0% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,745 | 11,157 | 0.0% | 0.01% | 52 | -52,417 | -54.51% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 43,272 | 11,036 | 0.01% | 0.01% | 53 | -2,379 | -5.21% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | No change | 42,104 | 10,739 | 0.7% | 0.66% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 41,455 | 10,573 | 0.0% | 0.0% | 55 | -1,465 | -3.41% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 40,330 | 10,286 | 0.01% | 0.0% | 56 | +20,604 | 104.45% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 40,118 | 10,232 | 0.0% | 0.0% | 57 | +1,815 | 4.74% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,900 | 9,156 | 0.0% | 0.0% | 58 | -27,057 | -42.98% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 35,543 | 9,065 | 0.0% | 0.0% | 59 | +21,878 | 160.1% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,286 | 8,489 | 0.0% | 0.0% | 60 | -3,258 | -8.92% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 32,962 | 8,407 | 0.35% | 0.34% | 61 | +210 | 0.64% | Q4 2025 | Jan 27, 2026 |
| Swiss National Bank | History | Added to | 31,500 | 8,034 | 0.0% | 0.0% | 62 | +600 | 1.94% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 31,360 | 7,998 | 0.0% | 0.0% | 63 | +1,607 | 5.4% | Q4 2025 | Feb 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | Reduced | 31,158 | 7,947 | 1.42% | 2.1% | 64 | -29,227 | -48.4% | Q4 2025 | Feb 12, 2026 |
| Robeco Schweiz AG | History | New | 30,547 | 7,791 | 0.17% | — | 65 | +30,547 | New | Q4 2025 | Feb 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 28,357 | 7,234 | 0.01% | 0.01% | 66 | +9,418 | 49.73% | Q4 2025 | Jan 28, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 26,564 | 6,775 | 0.01% | 0.01% | 67 | -4,300 | -13.93% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 24,578 | 6,268 | 0.0% | 0.0% | 68 | +1,762 | 7.72% | Q4 2025 | Feb 11, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 23,715 | 6,048 | 0.01% | 0.01% | 69 | +5,623 | 31.08% | Q4 2025 | Feb 17, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | New | 23,198 | 5,916 | 0.15% | — | 70 | +23,198 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 22,453 | 5,726 | 0.1% | 0.09% | 71 | +987 | 4.6% | Q4 2025 | Feb 12, 2026 |
| Portman Square Capital LLP | History | New | 22,000 | 5,611 | 0.25% | — | 72 | +22,000 | New | Q4 2025 | Jan 23, 2026 |
| Bridge City Capital, LLC | History | Reduced | 21,221 | 5,412 | 1.59% | 1.84% | 73 | -6,463 | -23.35% | Q4 2025 | Feb 13, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 20,299 | 5,177 | 0.79% | 0.93% | 74 | -3,254 | -13.82% | Q4 2025 | Jan 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 19,530 | 4,982 | 0.0% | 0.0% | 75 | +5,452 | 38.73% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 19,437 | 4,957 | 0.0% | 0.0% | 76 | -9,178 | -32.07% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 19,221 | 4,902 | 0.0% | 0.0% | 77 | +1,256 | 6.99% | Q4 2025 | Feb 17, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 19,126 | 4,878 | 0.62% | 0.62% | 78 | +1,579 | 9.0% | Q4 2025 | Jan 23, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 18,753 | 4,783 | 0.89% | 1.12% | 79 | -4,959 | -20.91% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | Reduced | 18,399 | 4,692 | 0.01% | 0.03% | 80 | -9,497 | -34.04% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 18,230 | 4,659 | 0.01% | 0.0% | 81 | +9,646 | 112.37% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,139 | 4,626 | 0.01% | 0.01% | 82 | +190 | 1.06% | Q4 2025 | Feb 02, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 17,917 | 4,569 | 0.01% | 0.01% | 83 | +1,306 | 7.86% | Q4 2025 | Jan 09, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 17,580 | 4,483 | 0.64% | 0.61% | 84 | +445 | 2.6% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,427 | 4,444 | 0.0% | 0.0% | 85 | +6,949 | 66.32% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 16,385 | 4,179 | 0.01% | 0.01% | 86 | -1,132 | -6.46% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,014 | 4,084 | 0.0% | 0.0% | 87 | +650 | 4.23% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,797 | 4,029 | 0.01% | 0.01% | 88 | +1,699 | 12.05% | Q4 2025 | Feb 13, 2026 |
| Informed Momentum Co LLC | History | Reduced | 15,075 | 3,845 | 0.43% | 0.49% | 89 | -2,365 | -13.56% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,007 | 3,827 | 0.0% | 0.0% | 90 | -3 | -0.02% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,953 | 3,813 | 0.0% | 0.0% | 91 | -987 | -6.19% | Q4 2025 | Feb 13, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 14,300 | 3,647 | 1.28% | 1.18% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 14,266 | 3,634 | 0.01% | 0.0% | 93 | +785 | 5.82% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,925 | 3,550 | 0.0% | — | 94 | +13,925 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 13,791 | 3,517 | 0.01% | 0.01% | 95 | +1,066 | 8.38% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 13,738 | 3,504 | 0.02% | — | 96 | +13,738 | New | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 12,689 | 3,237 | 0.0% | 0.0% | 97 | +11,929 | 1569.61% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,603 | 3,215 | 0.01% | 0.01% | 98 | -300 | -2.33% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 12,173 | 3,104 | 0.0% | 0.0% | 99 | +85 | 0.7% | Q4 2025 | Feb 17, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 11,989 | 3,057 | 0.58% | 0.62% | 100 | -297 | -2.42% | Q4 2025 | Feb 17, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 11,700 | 2,980 | 0.12% | 0.11% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 11,478 | 2,927 | 0.05% | 0.06% | 102 | -2,373 | -17.13% | Q4 2025 | Jan 14, 2026 |
| NORGES BANK | History | New | 11,111 | 2,833 | 0.0% | — | 103 | +11,111 | New | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 11,047 | 2,817 | 0.0% | 0.0% | 104 | -2,582 | -18.94% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,966 | 2,797 | 0.0% | 0.01% | 105 | -419 | -3.68% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 10,930 | 2,787 | 0.0% | 0.0% | 106 | +2,454 | 28.95% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,770 | 2,746 | 0.24% | 0.31% | 107 | -546 | -4.83% | Q4 2025 | Feb 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 10,560 | 2,693 | 0.0% | 0.0% | 108 | -4,840 | -31.43% | Q4 2025 | Feb 17, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | New | 9,759 | 2,489 | 0.15% | — | 109 | +9,759 | New | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,164 | 2,486 | 0.06% | 0.05% | 110 | +9 | 0.1% | Q4 2025 | Jan 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 9,723 | 2,479 | 0.0% | 0.0% | 111 | -124 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 9,363 | 2,388 | 1.4% | 1.44% | 112 | -205 | -2.14% | Q4 2025 | Jan 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 9,281 | 2,367 | 0.0% | 0.0% | 113 | +407 | 4.59% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,933 | 2,278 | 0.0% | 0.0% | 114 | -13,723 | -60.57% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,920 | 2,275 | 0.01% | 0.01% | 115 | -385 | -4.14% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 8,841 | 2,254 | 0.03% | 0.03% | 116 | +881 | 11.07% | Q4 2025 | Feb 11, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Added to | 8,777 | 2,238 | 0.21% | 0.14% | 117 | +700 | 8.67% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 8,759 | 2,234 | 0.01% | 0.01% | 118 | +4,063 | 86.52% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,628 | 2,200 | 0.04% | 0.05% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 8,584 | 2,189 | 0.01% | 0.01% | 120 | -1,178 | -12.07% | Q4 2025 | Jan 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 8,327 | 2,123 | 0.06% | 0.09% | 121 | -5,100 | -37.98% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 8,145 | 2,077 | 0.02% | 0.02% | 122 | +204 | 2.57% | Q4 2025 | Jan 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 7,846 | 2,001 | 0.0% | — | 123 | +7,846 | New | Q4 2025 | Feb 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 7,660 | 1,954 | 0.58% | 0.57% | 124 | -247 | -3.12% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 7,479 | 1,907 | 0.0% | 0.0% | 125 | -9,020 | -54.67% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,442 | 1,898 | 0.02% | 0.02% | 126 | -443 | -5.62% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,430 | 1,895 | 0.02% | 0.01% | 127 | +285 | 3.99% | Q4 2025 | Jan 05, 2026 |
| Louisiana State Employees Retirement System | History | No change | 7,300 | 1,861 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,193 | 1,834 | 0.06% | 0.06% | 129 | -208 | -2.81% | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | Reduced | 6,420 | 1,637 | 0.64% | 0.67% | 130 | -400 | -5.87% | Q4 2025 | Jan 21, 2026 |
| Numerai GP LLC | History | Reduced | 6,384 | 1,628 | 0.2% | 0.49% | 131 | -7,436 | -53.81% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,359 | 1,621 | 0.0% | 0.01% | 132 | -18,249 | -74.16% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 6,009 | 1,532 | 0.01% | 0.01% | 133 | -1,370 | -18.57% | Q4 2025 | Jan 29, 2026 |
| Erste Asset Management GmbH | History | Added to | 5,585 | 1,508 | 0.01% | 0.0% | 134 | +4,600 | 467.01% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,712 | 1,456 | 0.02% | 0.02% | 135 | +894 | 18.56% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 5,595 | 1,427 | 0.03% | 0.04% | 136 | -2,039 | -26.71% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 5,500 | 1,402 | 0.01% | 0.01% | 137 | -700 | -11.29% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 5,478 | 1,397 | 0.0% | — | 138 | +5,478 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,461 | 1,392 | 0.0% | 0.0% | 139 | +606 | 12.48% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 5,424 | 1,383 | 0.0% | 0.0% | 140 | +3,900 | 255.91% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,335 | 1,360 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 4,998 | 1,274 | 0.35% | 0.34% | 142 | +26 | 0.52% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 4,900 | 1,249 | 0.0% | 0.01% | 143 | -10,200 | -67.55% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,325 | 1,245 | 0.01% | 0.01% | 144 | -563 | -11.52% | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 4,866 | 1,241 | 0.06% | 0.06% | 145 | -216 | -4.25% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 4,858 | 1,239 | 0.01% | — | 146 | +4,858 | New | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 4,829 | 1,231 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,765 | 1,215 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,700 | 1,198 | 0.0% | 0.0% | 149 | -129 | -2.67% | Q4 2025 | Feb 06, 2026 |
| FIL Ltd | History | Added to | 4,659 | 1,188 | 0.0% | 0.0% | 150 | +142 | 3.14% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 4,646 | 1,185 | 0.01% | 0.01% | 151 | +42 | 0.91% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 4,515 | 1,151 | 0.0% | 0.0% | 152 | -27 | -0.59% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 4,498 | 1,147 | 0.0% | 0.0% | 153 | +577 | 14.72% | Q4 2025 | Jan 09, 2026 |
| Arizona State Retirement System | History | Reduced | 4,466 | 1,139 | 0.01% | 0.01% | 154 | -245 | -5.2% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,292 | 1,094 | 0.01% | — | 155 | +4,292 | New | Q4 2025 | Jan 29, 2026 |
| Moran Wealth Management, LLC | History | Added to | 4,265 | 1,087 | 0.03% | 0.03% | 156 | +327 | 8.3% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,252 | 1,084 | 0.01% | 0.01% | 157 | -264 | -5.85% | Q4 2025 | Feb 13, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | No change | 4,200 | 1,071 | 0.28% | 0.28% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,963 | 1,011 | 0.01% | 0.01% | 159 | -462 | -10.44% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,951 | 1,007 | 0.01% | 0.01% | 160 | -68 | -1.69% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 3,828 | 1,006 | 0.0% | — | 161 | +3,828 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 3,889 | 991 | 0.01% | 0.01% | 162 | +364 | 10.33% | Q4 2025 | Feb 02, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 3,808 | 970 | 0.0% | 0.0% | 163 | -19 | -0.5% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 3,786 | 965 | 0.03% | 0.2% | 164 | -24,003 | -86.38% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 3,646 | 930 | 0.0% | — | 165 | +3,646 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 3,643 | 929 | 0.0% | 0.0% | 166 | -884 | -19.53% | Q4 2025 | Jan 26, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,611 | 921 | 0.01% | 0.01% | 167 | +30 | 0.84% | Q4 2025 | Feb 04, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,522 | 898 | 0.03% | 0.03% | 169 | -1,633 | -31.68% | Q4 2025 | Feb 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,521 | 898 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,584 | 896 | 0.0% | 0.0% | 170 | -898 | -20.04% | Q4 2025 | Feb 18, 2026 |
| North Star Investment Management Corp. | History | No change | 3,500 | 892 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Premier Fund Managers Ltd | History | No change | 3,310 | 870 | 0.05% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 3,400 | 867 | 0.0% | 0.0% | 173 | -100 | -2.86% | Q4 2025 | Jan 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 3,270 | 834 | 0.01% | 0.01% | 174 | +14 | 0.43% | Q4 2025 | Feb 02, 2026 |
| ProShare Advisors LLC | History | Added to | 3,149 | 803 | 0.0% | 0.0% | 175 | +132 | 4.38% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,098 | 790 | 0.0% | — | 176 | +3,098 | New | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 3,063 | 781 | 0.14% | 0.12% | 177 | +337 | 12.36% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,985 | 761 | 0.0% | 0.0% | 178 | -63 | -2.07% | Q4 2025 | Feb 06, 2026 |
| Odyssean, LLC | History | New | 2,746 | 700 | 0.5% | — | 179 | +2,746 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 2,709 | 690 | 0.0% | 0.0% | 180 | -1,274 | -31.99% | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | Added to | 2,611 | 665 | 0.18% | 0.08% | 181 | +1,318 | 101.93% | Q4 2025 | Feb 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,550 | 650 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 2,530 | 642 | 0.0% | 0.0% | 183 | +1,477 | 140.27% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 2,402 | 612 | 0.0% | — | 185 | +2,402 | New | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | No change | 2,398 | 612 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,373 | 605 | 0.0% | 0.0% | 186 | +307 | 14.86% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,345 | 598 | 0.0% | 0.0% | 188 | +200 | 9.32% | Q4 2025 | Jan 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,347 | 598 | 0.01% | 0.01% | 187 | +72 | 3.16% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 2,257 | 577 | 0.0% | — | 189 | +2,257 | New | Q4 2025 | Mar 20, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 2,080 | 530 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 2,065 | 526 | 0.03% | 0.03% | 191 | +37 | 1.82% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,030 | 518 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,016 | 514 | 0.02% | — | 193 | +2,016 | New | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 2,008 | 512 | 0.09% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Severin Investments, LLC | History | Added to | 1,940 | 494 | 0.44% | 0.42% | 195 | +56 | 2.97% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,921 | 489 | 0.0% | 0.0% | 196 | +493 | 34.52% | Q4 2025 | Feb 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,824 | 465 | 0.0% | 0.0% | 197 | +56 | 3.17% | Q4 2025 | Feb 10, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,818 | 463 | 0.04% | 0.04% | 198 | -33 | -1.78% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,810 | 461 | 0.0% | 0.0% | 199 | +249 | 15.95% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,810 | 441 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 1,724 | 439 | 0.01% | 0.0% | 201 | +530 | 44.39% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,722 | 439 | 0.01% | 0.01% | 202 | -62 | -3.48% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,700 | 433 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,685 | 429 | 0.01% | 0.0% | 204 | +932 | 123.77% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,659 | 423 | 0.0% | 0.0% | 205 | -316 | -16.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,653 | 421 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | New | 1,616 | 412 | 0.0% | — | 207 | +1,616 | New | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,523 | 388 | 0.0% | 0.0% | 208 | +314 | 25.97% | Q4 2025 | Feb 03, 2026 |
| WINTON GROUP Ltd | History | Added to | 1,520 | 387 | 0.01% | 0.01% | 209 | +591 | 63.62% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,501 | 382 | 0.0% | 0.0% | 210 | +245 | 19.51% | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,496 | 381 | 0.06% | 0.05% | 211 | +279 | 22.93% | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,475 | 376 | 0.01% | 0.01% | 212 | +82 | 5.89% | Q4 2025 | Feb 06, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 1,435 | 366 | 0.01% | 0.01% | 213 | +66 | 4.82% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 1,428 | 364 | 0.01% | — | 214 | +1,428 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,394 | 355 | 0.0% | 0.0% | 215 | +30 | 2.2% | Q4 2025 | Mar 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,361 | 347 | 0.01% | 0.01% | 216 | +127 | 10.29% | Q4 2025 | Jan 16, 2026 |
| Tidal Investments LLC | History | New | 1,350 | 344 | 0.0% | — | 218 | +1,350 | New | Q4 2025 | Feb 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,349 | 344 | 0.07% | 0.07% | 217 | -86 | -5.99% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,343 | 342 | 0.0% | 0.0% | 219 | +29 | 2.21% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,340 | 341 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farringdon Capital, Ltd. | History | New | 1,289 | 328 | 0.08% | — | 221 | +1,289 | New | Q4 2025 | Feb 17, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 1,283 | 327 | 0.0% | 0.01% | 222 | -1,483 | -53.62% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 1,282 | 326 | 0.0% | 0.0% | 223 | +21 | 1.67% | Q4 2025 | Feb 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 1,200 | 324 | 0.02% | — | 224 | +1,200 | New | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | New | 1,247 | 318 | 0.01% | — | 225 | +1,247 | New | Q4 2025 | Mar 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,227 | 312 | 0.0% | 0.0% | 226 | -176 | -12.54% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 1,213 | 309 | 0.05% | 0.03% | 227 | +354 | 41.21% | Q4 2025 | Apr 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,073 | 273 | 0.0% | 0.0% | 229 | -2,700 | -71.56% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | New | 1,074 | 273 | 0.06% | — | 230 | +1,074 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 1,073 | 273 | 0.0% | — | 228 | +1,073 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 1,054 | 268 | 0.01% | 0.01% | 231 | +1 | 0.09% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,046 | 266 | 0.0% | 0.0% | 232 | +79 | 8.17% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 508 | 265 | 0.0% | 0.0% | 234 | +56 | 12.39% | Q4 2025 | Jan 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 1,010 | 265 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | New | 1,035 | 263 | 0.0% | — | 235 | +1,035 | New | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 1,026 | 261 | 0.04% | — | 236 | +1,026 | New | Q4 2025 | Jan 21, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 1,009 | 257 | 0.0% | 0.0% | 237 | -1,223 | -54.79% | Q4 2025 | Jan 28, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 982 | 250 | 0.12% | 0.13% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 980 | 249 | 0.0% | 0.0% | 239 | +302 | 44.54% | Q4 2025 | Mar 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 977 | 249 | 0.0% | 0.0% | 240 | +15 | 1.56% | Q4 2025 | Jan 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 965 | 246 | 0.01% | 0.0% | 241 | +132 | 15.85% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | Added to | 958 | 244 | 0.03% | 0.02% | 242 | +117 | 13.91% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 955 | 243 | 0.01% | 0.01% | 243 | +129 | 15.62% | Q4 2025 | Feb 17, 2026 |
| Avanza Fonder AB | History | Reduced | 949 | 242 | 0.01% | 0.01% | 244 | -102 | -9.71% | Q4 2025 | Jan 12, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 934 | 238 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | Reduced | 926 | 236 | 0.11% | 0.13% | 246 | -296 | -24.22% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 920 | 234 | 0.0% | 0.0% | 247 | -227 | -19.79% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | New | 914 | 233 | 0.02% | — | 248 | +914 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | New | 889 | 226 | 0.0% | — | 250 | +889 | New | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | New | 888 | 226 | 0.01% | — | 249 | +888 | New | Q4 2025 | Feb 12, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 882 | 224 | 0.0% | 0.0% | 251 | -73 | -7.64% | Q4 2025 | Feb 17, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 877 | 223 | 0.08% | 0.09% | 252 | -9 | -1.02% | Q4 2025 | Jan 08, 2026 |
| Sowell Financial Services LLC | History | New | 871 | 222 | 0.01% | — | 254 | +871 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 872 | 222 | 0.0% | 0.0% | 253 | -122 | -12.27% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Added to | 866 | 220 | 0.01% | 0.01% | 255 | +30 | 3.59% | Q4 2025 | Feb 06, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 841 | 214 | 0.02% | 0.02% | 256 | -29 | -3.33% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 815 | 207 | 0.0% | 0.0% | 257 | +49 | 6.4% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 800 | 204 | 0.0% | 0.0% | 258 | +100 | 14.29% | Q4 2025 | Feb 02, 2026 |
| New Age Alpha Advisors, LLC | History | New | 750 | 191 | 0.01% | — | 259 | +750 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 741 | 188 | 0.0% | 0.0% | 260 | +72 | 10.76% | Q4 2025 | Jan 23, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 700 | 179 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 669 | 170 | 0.0% | 0.0% | 262 | +96 | 16.75% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 665 | 169 | 0.02% | — | 263 | +665 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 630 | 160 | 0.0% | — | 264 | +630 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 573 | 146 | 0.0% | 0.0% | 265 | -182 | -24.11% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | Added to | 541 | 138 | 0.0% | 0.0% | 266 | +125 | 30.05% | Q4 2025 | Jan 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 538 | 137 | 0.03% | 0.01% | 267 | +461 | 598.7% | Q4 2025 | Mar 03, 2026 |
| CENTRAL TRUST Co | History | No change | 510 | 130 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kemnay Advisory Services Inc. | History | New | 469 | 119 | 0.02% | — | 269 | +469 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 359 | 91 | 0.0% | 0.0% | 270 | +111 | 44.76% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 330 | 84 | 0.0% | 0.0% | 271 | +54 | 19.57% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 289 | 75 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 283 | 72 | 0.01% | 0.01% | 273 | -41 | -12.65% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 274 | 69 | 0.0% | 0.0% | 274 | +18 | 7.03% | Q4 2025 | Jan 15, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 233 | 59 | 0.01% | — | 275 | +233 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | New | 177 | 45 | 0.0% | — | 276 | +177 | New | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 170 | 43 | 0.01% | — | 278 | +170 | New | Q4 2025 | Feb 09, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 169 | 43 | 0.01% | 0.02% | 277 | +25 | 17.36% | Q4 2025 | Jan 22, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 159 | 40 | 0.01% | 0.02% | 279 | -291 | -64.67% | Q4 2025 | Jan 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 152 | 38 | 0.0% | 0.0% | 280 | -26 | -14.61% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 134 | 36 | 0.0% | 0.0% | 281 | +6 | 4.69% | Q4 2025 | Jan 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 127 | 32 | 0.02% | — | 282 | +127 | New | Q4 2025 | Feb 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 123 | 31 | 0.0% | 0.0% | 284 | +79 | 179.55% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 124 | 31 | 0.0% | 0.0% | 283 | +6 | 5.08% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 110 | 28 | 0.0% | 0.0% | 285 | +35 | 46.67% | Q4 2025 | Feb 03, 2026 |
| Sterling Capital Management LLC | History | Added to | 107 | 27 | 0.0% | 0.0% | 286 | +68 | 174.36% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 101 | 25 | 0.0% | 0.0% | 288 | +4 | 4.12% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 25 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CGC Financial Services, LLC | History | No change | 100 | 25 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 95 | 24 | 0.0% | 0.0% | 290 | +83 | 691.67% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 97 | 24 | 0.0% | 0.0% | 291 | +12 | 14.12% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | New | 90 | 22 | 0.0% | — | 292 | +90 | New | Q4 2025 | Feb 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 84 | 21 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Added to | 79 | 20 | 0.0% | 0.0% | 294 | +1 | 1.28% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 75 | 19 | 0.0% | 0.0% | 296 | -207 | -73.4% | Q4 2025 | Feb 13, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 78 | 19 | 0.01% | — | 297 | +78 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 76 | 19 | 0.0% | 0.0% | 295 | -2 | -2.56% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 78 | 19 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Elequin Capital, LP | History | New | 70 | 17 | 0.0% | — | 299 | +70 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 56 | 14 | 0.0% | 0.0% | 300 | +5 | 9.8% | Q4 2025 | Feb 10, 2026 |
| Greenline Wealth Management LLC | History | New | 49 | 12 | 0.01% | — | 302 | +49 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 49 | 12 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Matrix Trust Co | History | New | 43 | 11 | 0.0% | — | 303 | +43 | New | Q4 2025 | Jan 13, 2026 |
| Park Square Financial Group, LLC | History | Added to | 60 | 10 | 0.06% | 0.04% | 306 | +22 | 57.89% | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | Added to | 42 | 10 | 0.01% | 0.01% | 307 | +5 | 13.51% | Q4 2025 | Jan 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 41 | 10 | 0.0% | 0.0% | 304 | -1 | -2.38% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 40 | 10 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 38 | 9 | 0.0% | — | 308 | +38 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 33 | 9 | 0.0% | — | 309 | +33 | New | Q4 2025 | Jan 21, 2026 |
| Accent Capital Management, LLC | History | No change | 38 | 9 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 34 | 8 | 0.0% | — | 314 | +34 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 34 | 8 | 0.0% | — | 315 | +34 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 33 | 8 | 0.0% | 0.0% | 313 | +10 | 43.48% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 32 | 8 | 0.0% | 0.0% | 311 | +2 | 6.67% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 33 | 8 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 31 | 7 | 0.0% | — | 316 | +31 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 29 | 7 | 0.0% | 0.0% | 317 | +2 | 7.41% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 31 | 7 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MAI Capital Management | History | No change | 24 | 6 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 18 | 4 | 0.0% | 0.0% | 320 | -58 | -76.32% | Q4 2025 | Feb 02, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 16 | 4 | 0.0% | — | 321 | +16 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | New | 15 | 3 | 0.0% | — | 323 | +15 | New | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | Added to | 14 | 3 | 0.0% | 0.0% | 324 | +5 | 55.56% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 14 | 3 | 0.0% | 0.0% | 322 | +4 | 40.0% | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 10 | 2 | 0.0% | — | 330 | +10 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10 | 2 | 0.0% | — | 328 | +9 | 900.0% | Q4 2025 | Jan 20, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 8 | 2 | 0.0% | — | 329 | +8 | New | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 9 | 2 | 0.0% | 0.0% | 326 | +4 | 80.0% | Q4 2025 | Jan 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 11 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Triumph Capital Management | History | New | 6 | 1 | 0.0% | — | 334 | +6 | New | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | New | 6 | 1 | 0.0% | — | 340 | +6 | New | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 6 | 1 | 0.0% | — | 343 | +6 | New | Q4 2025 | Jan 30, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 1 | 0.0% | — | 341 | +5 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4 | 1 | 0.0% | — | 336 | +4 | New | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4 | 1 | 0.0% | 0.0% | 335 | -2 | -33.33% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 337 | -1 | -16.67% | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4 | 1 | 0.0% | — | 339 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -209,220 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -59,065 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,083 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.07% | — | -26,224 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,200 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,619 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,373 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -13,764 | -100.0% | Q3 2025 | Nov 07, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -6,954 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,870 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,463 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,248 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,220 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,651 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.72% | — | -2,295 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,252 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,085 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Skylands Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,650 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,499 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,415 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,265 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,078 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,062 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,035 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -994 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -831 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -821 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -796 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -511 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -52 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dakota Community Bank & Trust NA | History | Closed out | 0 | 0 | — | 0.04% | — | -47 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -44 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Dec 15, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD Capital Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 26, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |