Otter Tail Corp - OTTR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,391,447 | 516,492 | 0.01% | 0.01% | 1 | +29,953 | 0.47% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,059,480 | 408,856 | 0.01% | 0.01% | 2 | -36,597 | -0.72% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 1,561,440 | 126,179 | 0.0% | 0.0% | 3 | -3,933 | -0.25% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,019,262 | 82,384 | 0.01% | 0.01% | 4 | +4,164 | 0.41% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 850,729 | 68,750 | 0.01% | 0.02% | 5 | -8,288 | -0.96% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 810,638 | 65,507 | 0.05% | 0.09% | 6 | -653,975 | -44.65% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 562,289 | 45,438 | 0.0% | 0.0% | 7 | +30,599 | 5.76% | Q4 2025 | Feb 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 554,733 | 44,827 | 0.08% | 0.08% | 8 | -1,129 | -0.2% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 536,941 | 43,390 | 0.09% | 0.03% | 9 | +367,869 | 217.58% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 532,691 | 43,046 | 0.01% | 0.01% | 10 | -8,766 | -1.62% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 469,100 | 37,907 | 0.26% | — | 11 | +469,100 | New | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 418,928 | 33,853 | 0.0% | 0.0% | 12 | -186,576 | -30.81% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 414,778 | 33,518 | 0.0% | 0.0% | 13 | -28,086 | -6.34% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 358,577 | 28,976 | 0.01% | 0.01% | 14 | -12,712 | -3.42% | Q4 2025 | Feb 10, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 344,149 | 27,810 | 0.04% | 0.02% | 15 | +179,149 | 108.58% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 329,157 | 26,599 | 0.0% | 0.0% | 16 | +6,407 | 1.99% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 325,120 | 26,272 | 0.0% | 0.0% | 17 | -52,107 | -13.81% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 272,350 | 22,008 | 0.21% | 0.22% | 18 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 271,653 | 21,952 | 0.03% | 0.02% | 19 | +134,029 | 97.39% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 248,239 | 20,060 | 0.01% | 0.01% | 20 | -11,773 | -4.53% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 231,178 | 18,681 | 0.0% | 0.0% | 21 | -5,468 | -2.31% | Q4 2025 | Feb 19, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 205,346 | 16,594 | 0.03% | 0.02% | 22 | +44,150 | 27.39% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 201,274 | 16,264 | 0.02% | 0.01% | 23 | +34,751 | 20.87% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 199,623 | 16,131 | 0.01% | 0.01% | 24 | -2,505 | -1.24% | Q4 2025 | Feb 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 193,919 | 15,670 | 0.05% | 0.05% | 25 | +11,833 | 6.5% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 173,429 | 14,014 | 0.01% | 0.01% | 26 | +20,863 | 13.67% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 161,100 | 13,018 | 0.03% | 0.01% | 27 | +124,000 | 334.23% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 152,022 | 12,284 | 0.0% | 0.0% | 28 | -1,610 | -1.05% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 146,518 | 11,840 | 0.0% | 0.0% | 29 | +16,235 | 12.46% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 139,137 | 11,243 | 0.0% | 0.0% | 30 | +98,719 | 244.25% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 136,237 | 11,010 | 0.0% | — | 31 | +136,237 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 128,413 | 10,377 | 0.01% | 0.01% | 32 | +1,512 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Bank & Trust Co | History | Reduced | 122,016 | 9,860 | 6.96% | 7.39% | 33 | -47 | -0.04% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 115,209 | 9,310 | 0.0% | 0.0% | 34 | -3,576 | -3.01% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 112,021 | 9,052 | 0.03% | 0.03% | 35 | -2,846 | -2.48% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 111,894 | 9,042 | 0.03% | 0.02% | 36 | +49,714 | 79.95% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 103,327 | 8,349 | 0.0% | 0.0% | 37 | -7,024 | -6.37% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 98,493 | 7,959 | 0.0% | 0.0% | 38 | -4,785 | -4.63% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 97,678 | 7,893 | 1.03% | 1.04% | 39 | -235 | -0.24% | Q4 2025 | Jan 26, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 97,311 | 7,863 | 0.01% | 0.01% | 40 | -5,537 | -5.38% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 95,588 | 7,724 | 0.0% | 0.0% | 41 | -52,559 | -35.48% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 93,303 | 7,539 | 0.0% | 0.0% | 42 | +52,443 | 128.35% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 92,524 | 7,476 | 0.01% | 0.01% | 43 | -7,604 | -7.59% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 90,046 | 7,374 | 0.08% | 0.08% | 44 | +108 | 0.12% | Q4 2025 | Jan 26, 2026 |
| DENALI ADVISORS LLC | History | Added to | 88,703 | 7,168 | 0.8% | 0.8% | 45 | +2,578 | 2.99% | Q4 2025 | Feb 03, 2026 |
| Squarepoint Ops LLC | History | Added to | 83,926 | 6,782 | 0.01% | 0.0% | 46 | +67,132 | 399.74% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 83,569 | 6,753 | 0.02% | 0.02% | 47 | +226 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 82,701 | 6,683 | 0.04% | — | 48 | +82,701 | New | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 79,635 | 6,435 | 0.01% | 0.01% | 49 | -1,810 | -2.22% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 77,728 | 6,281 | 0.0% | 0.0% | 50 | +16,826 | 27.63% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 76,766 | 6,203 | 0.0% | 0.0% | 51 | -11,131 | -12.66% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 75,005 | 6,061 | 0.01% | 53.76% | 52 | -66,278 | -46.91% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 74,400 | 6,012 | 0.0% | 0.0% | 53 | +1,300 | 1.78% | Q4 2025 | Feb 12, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 72,905 | 5,891 | 0.75% | 0.76% | 54 | +5,117 | 7.55% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 69,282 | 5,598 | 0.01% | 0.01% | 55 | -101 | -0.15% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 65,900 | 5,325 | 0.0% | 0.0% | 56 | +2,659 | 4.2% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 64,048 | 5,175 | 0.0% | 0.0% | 57 | -2,102 | -3.18% | Q4 2025 | Feb 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 62,918 | 5,084 | 0.01% | 0.0% | 58 | +34,733 | 123.23% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 56,235 | 4,549 | 0.01% | 0.0% | 59 | +49,891 | 786.43% | Q4 2025 | Jan 28, 2026 |
| Vest Financial, LLC | History | Reduced | 54,476 | 4,402 | 0.06% | 0.07% | 60 | -10,925 | -16.7% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 48,186 | 3,946 | 0.08% | 0.08% | 61 | +721 | 1.52% | Q4 2025 | Jan 26, 2026 |
| Man Group plc | History | Reduced | 47,320 | 3,823 | 0.01% | 0.01% | 62 | -13,992 | -22.82% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 45,887 | 3,708 | 0.0% | 0.0% | 63 | +2,240 | 5.13% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,543 | 3,601 | 0.0% | 0.0% | 64 | +1,797 | 4.2% | Q4 2025 | Feb 17, 2026 |
| MUFG Securities EMEA plc | History | New | 44,000 | 3,555 | 0.04% | — | 65 | +44,000 | New | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,650 | 3,446 | 0.0% | 0.0% | 66 | -28 | -0.07% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 41,187 | 3,328 | 0.01% | 0.01% | 67 | +8,663 | 26.64% | Q4 2025 | Feb 05, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 40,891 | 3,304 | 1.25% | 1.29% | 68 | +700 | 1.74% | Q4 2025 | Jan 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 39,917 | 3,225 | 0.0% | 0.0% | 69 | +23,811 | 147.84% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 38,463 | 3,108 | 0.0% | 0.0% | 70 | -2,141 | -5.27% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 38,294 | 3,094 | 0.03% | 0.04% | 71 | -54 | -0.14% | Q4 2025 | Feb 02, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 38,210 | 3,087 | 0.01% | 0.01% | 72 | -300 | -0.78% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 36,993 | 2,989 | 0.0% | 0.0% | 73 | +5,395 | 17.07% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 36,733 | 2,968 | 0.0% | 0.0% | 74 | +4,136 | 12.69% | Q4 2025 | Jan 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 36,314 | 2,934 | 0.01% | 0.0% | 75 | +1,879 | 5.46% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 35,754 | 2,889 | 0.0% | 0.0% | 76 | +902 | 2.59% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 35,600 | 2,876 | 0.06% | 0.07% | 77 | -2,500 | -6.56% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 35,029 | 2,830 | 0.0% | — | 78 | +35,029 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 35,017 | 2,829 | 0.0% | 0.0% | 79 | +1,248 | 3.7% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,482 | 2,788 | 0.0% | 0.0% | 80 | +2,644 | 8.3% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 33,241 | 2,686 | 0.07% | 0.07% | 81 | +757 | 2.33% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 32,434 | 2,620 | 0.07% | 0.02% | 82 | +27,353 | 538.34% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 31,911 | 2,578 | 0.01% | 0.01% | 83 | -900 | -2.74% | Q4 2025 | Feb 10, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 31,728 | 2,563 | 0.03% | 0.03% | 84 | -212 | -0.66% | Q4 2025 | Feb 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 30,590 | 2,471 | 0.0% | 0.0% | 85 | +600 | 2.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 30,566 | 2,470 | 0.14% | 0.11% | 86 | +10,457 | 52.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 26,575 | 2,147 | 0.0% | 0.0% | 87 | +9,875 | 59.13% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 26,319 | 2,126 | 0.01% | 0.01% | 88 | +719 | 2.81% | Q4 2025 | Jan 30, 2026 |
| ExodusPoint Capital Management, LP | History | New | 25,973 | 2,098 | 0.02% | — | 89 | +25,973 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 25,546 | 2,063 | 0.0% | 0.0% | 90 | +1,698 | 7.12% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 25,090 | 2,027 | 0.09% | — | 91 | +25,090 | New | Q4 2025 | Feb 17, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Added to | 24,950 | 2,016 | 0.27% | 0.23% | 92 | +4,300 | 20.82% | Q4 2025 | Feb 05, 2026 |
| Trexquant Investment LP | History | Reduced | 23,894 | 1,930 | 0.02% | 0.05% | 93 | -32,294 | -57.47% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,685 | 1,913 | 0.0% | 0.0% | 94 | -4,606 | -16.28% | Q4 2025 | Feb 12, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 23,106 | 1,867 | 0.03% | — | 95 | +23,106 | New | Q4 2025 | Feb 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 22,949 | 1,854 | 0.0% | 0.0% | 96 | +14,375 | 167.66% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 22,401 | 1,810 | 0.0% | 0.0% | 97 | -1,644 | -6.84% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 22,205 | 1,794 | 0.02% | 0.02% | 98 | +305 | 1.39% | Q4 2025 | Feb 11, 2026 |
| ALPS ADVISORS INC | History | Reduced | 21,695 | 1,753 | 0.01% | 0.01% | 99 | -1,478 | -6.38% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 21,338 | 1,724 | 0.02% | 0.02% | 100 | +251 | 1.19% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 21,098 | 1,704 | 0.01% | 0.01% | 101 | -1,542 | -6.81% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 20,454 | 1,652 | 0.01% | 0.02% | 102 | -11,600 | -36.19% | Q4 2025 | Feb 04, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 19,200 | 1,551 | 0.03% | 0.03% | 103 | -100 | -0.52% | Q4 2025 | Jan 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,469 | 1,492 | 0.0% | — | 104 | +18,469 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 18,086 | 1,462 | 0.13% | 0.09% | 105 | +5,572 | 44.53% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,064 | 1,459 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 17,897 | 1,446 | 0.0% | 0.0% | 107 | -18 | -0.1% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,564 | 1,438 | 0.0% | 0.0% | 108 | +38 | 0.22% | Q4 2025 | Jan 08, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 17,762 | 1,435 | 0.02% | 0.02% | 109 | +1,865 | 11.73% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 17,017 | 1,375 | 0.01% | 0.01% | 110 | -2,418 | -12.44% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 16,583 | 1,340 | 0.0% | 0.0% | 111 | +192 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 16,500 | 1,333 | 0.01% | — | 112 | +16,500 | New | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,231 | 1,311 | 0.0% | 0.01% | 113 | -739 | -4.35% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,930 | 1,287 | 0.0% | 0.0% | 114 | +1,361 | 9.34% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 15,713 | 1,269 | 0.04% | 0.05% | 115 | -1,644 | -9.47% | Q4 2025 | Jan 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,542 | 1,256 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 15,373 | 1,242 | 0.0% | 0.0% | 117 | -1,922 | -11.11% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 15,344 | 1,239 | 0.03% | 0.02% | 118 | +2,931 | 23.61% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 15,313 | 1,237 | 0.0% | 0.0% | 119 | -27,338 | -64.1% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 14,779 | 1,194 | 0.01% | 0.01% | 120 | -1,208 | -7.56% | Q4 2025 | Jan 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 14,554 | 1,176 | 0.04% | 0.04% | 121 | +155 | 1.08% | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | Reduced | 14,236 | 1,150 | 0.07% | 0.08% | 122 | -451 | -3.07% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,986 | 1,130 | 0.0% | 0.0% | 123 | -412 | -2.86% | Q4 2025 | Jan 30, 2026 |
| SG Americas Securities, LLC | History | Added to | 13,654 | 1,103 | 0.0% | 0.0% | 124 | +3,363 | 32.68% | Q4 2025 | Jan 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 13,500 | 1,090 | 0.0% | 0.0% | 125 | +2,049 | 17.89% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 13,298 | 1,074 | 0.0% | 0.01% | 126 | -94,612 | -87.68% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,181 | 984 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,258 | 983 | 0.01% | 0.01% | 128 | -2,092 | -15.67% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Added to | 12,070 | 975 | 0.01% | 0.01% | 129 | +115 | 0.96% | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12,560 | 974 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 11,576 | 935 | 0.09% | 0.09% | 131 | +484 | 4.36% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,512 | 930 | 0.0% | 0.0% | 132 | +670 | 6.18% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,126 | 906 | 0.0% | 0.0% | 133 | +972 | 9.57% | Q4 2025 | Jan 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,636 | 859 | 0.01% | 0.01% | 134 | -40 | -0.37% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 10,618 | 858 | 0.09% | 0.09% | 135 | +5 | 0.05% | Q4 2025 | Jan 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 10,544 | 852 | 0.01% | 0.01% | 136 | -1,427 | -11.92% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 10,530 | 850 | 0.0% | 0.0% | 137 | -605 | -5.43% | Q4 2025 | Jan 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 10,480 | 846 | 0.03% | — | 138 | +10,480 | New | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,470 | 846 | 0.0% | 0.0% | 140 | +2,592 | 32.9% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,490 | 846 | 0.0% | 0.0% | 139 | -2,435 | -20.42% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,435 | 843 | 0.0% | 0.0% | 141 | +1,300 | 14.23% | Q4 2025 | Feb 11, 2026 |
| Atom Investors LP | History | Reduced | 10,412 | 841 | 0.07% | 0.09% | 142 | -4,058 | -28.04% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,375 | 838 | 0.0% | 0.0% | 143 | -297 | -2.78% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,201 | 824 | 0.02% | 0.02% | 144 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 10,186 | 823 | 0.0% | 0.0% | 145 | +3,166 | 45.1% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,154 | 820 | 0.01% | 0.01% | 146 | -398 | -3.77% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,841 | 795 | 0.0% | 0.0% | 147 | -366 | -3.59% | Q4 2025 | Feb 06, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 9,787 | 790 | 0.21% | 0.22% | 148 | -11 | -0.11% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | New | 9,748 | 787 | 0.03% | — | 149 | +9,748 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 9,748 | 787 | 0.12% | — | 150 | +9,748 | New | Q4 2025 | Jan 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,592 | 775 | 0.01% | 0.01% | 151 | +169 | 1.79% | Q4 2025 | Feb 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,320 | 753 | 0.0% | 0.0% | 152 | -151 | -1.59% | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 9,028 | 729 | 0.04% | 0.04% | 153 | +630 | 7.5% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 8,443 | 682 | 0.0% | 0.0% | 154 | -1,373 | -13.99% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,431 | 681 | 0.0% | 0.0% | 155 | -92 | -1.08% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,423 | 680 | 0.0% | 0.0% | 156 | -65 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | New | 8,350 | 674 | 0.01% | — | 157 | +8,350 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,331 | 673 | 0.0% | 0.0% | 158 | +549 | 7.05% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 8,237 | 665 | 0.01% | 0.01% | 159 | -35 | -0.42% | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 8,085 | 653 | 0.03% | 0.04% | 160 | -930 | -10.32% | Q4 2025 | Jan 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,998 | 646 | 0.02% | 0.05% | 161 | -15,197 | -65.52% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,942 | 642 | 0.0% | 0.0% | 162 | -200 | -2.46% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 7,835 | 633 | 0.0% | 0.0% | 163 | +1,480 | 23.29% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | No change | 7,459 | 602 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 6,854 | 553 | 0.26% | 0.31% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Johnson Wealth Management, LLC | History | New | 6,727 | 543 | 0.27% | — | 166 | +6,727 | New | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | New | 6,716 | 542 | 0.01% | — | 167 | +6,716 | New | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 6,689 | 540 | 0.0% | — | 168 | +6,689 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,637 | 536 | 0.0% | 0.0% | 169 | +898 | 15.65% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Reduced | 6,567 | 530 | 0.03% | 0.06% | 170 | -2,590 | -28.28% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,466 | 522 | 0.0% | 0.0% | 171 | -1,164 | -15.26% | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | Reduced | 6,267 | 506 | 0.01% | 0.01% | 172 | -26 | -0.41% | Q4 2025 | Feb 03, 2026 |
| Jain Global LLC | History | New | 6,210 | 501 | 0.0% | — | 173 | +6,210 | New | Q4 2025 | Feb 17, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 6,174 | 498 | 0.17% | 0.18% | 174 | -311 | -4.8% | Q4 2025 | Jan 26, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 6,110 | 493 | 0.01% | 0.01% | 175 | +86 | 1.43% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 6,100 | 492 | 0.0% | 0.01% | 176 | -16,071 | -72.49% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 6,048 | 488 | 0.0% | 0.0% | 177 | +36 | 0.6% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,924 | 478 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 5,884 | 475 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,869 | 474 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,856 | 473 | 0.01% | 0.01% | 181 | -314 | -5.09% | Q4 2025 | Feb 09, 2026 |
| Cynosure Group, LLC | History | Added to | 5,808 | 469 | 0.05% | 0.04% | 182 | +903 | 18.41% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 5,586 | 451 | 0.0% | 0.0% | 183 | -1,644 | -22.74% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,393 | 435 | 0.0% | 0.0% | 184 | +306 | 6.02% | Q4 2025 | Feb 06, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 5,322 | 430 | 0.02% | 0.02% | 185 | +40 | 0.76% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 5,191 | 428 | 0.02% | — | 186 | +5,191 | New | Q4 2025 | Feb 12, 2026 |
| Opus Capital Group, LLC | History | No change | 5,266 | 426 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,218 | 421 | 0.0% | 0.0% | 188 | -411 | -7.3% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,163 | 417 | 0.01% | 0.01% | 189 | +679 | 15.14% | Q4 2025 | Feb 17, 2026 |
| Hendershot Investments Inc. | History | No change | 5,000 | 404 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 4,989 | 403 | 0.12% | 0.12% | 191 | -72 | -1.42% | Q4 2025 | Feb 09, 2026 |
| Vestcor Inc | History | Added to | 4,969 | 402 | 0.01% | 0.01% | 192 | +2,000 | 67.36% | Q4 2025 | Feb 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,817 | 389 | 0.11% | 0.12% | 193 | -120 | -2.43% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 4,737 | 387 | 0.0% | 0.0% | 195 | +128 | 2.78% | Q4 2025 | Feb 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,790 | 387 | 0.0% | 0.0% | 194 | +96 | 2.05% | Q4 2025 | Feb 10, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 4,737 | 382 | 0.16% | — | 197 | +4,737 | New | Q4 2025 | Feb 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,730 | 382 | 0.0% | 0.0% | 196 | +9 | 0.19% | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 4,669 | 377 | 0.33% | — | 198 | +4,669 | New | Q4 2025 | Mar 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,608 | 372 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,597 | 371 | 0.02% | — | 200 | +4,597 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,538 | 366 | 0.01% | 0.01% | 201 | -12 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,461 | 360 | 0.01% | 0.01% | 202 | +4 | 0.09% | Q4 2025 | Jan 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 4,410 | 356 | 0.08% | 0.19% | 203 | -9,191 | -67.58% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | Added to | 4,379 | 353 | 0.02% | 0.02% | 204 | +28 | 0.64% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,302 | 347 | 0.01% | 0.01% | 205 | +9 | 0.21% | Q4 2025 | Feb 09, 2026 |
| Secure Asset Management, LLC | History | No change | 4,246 | 343 | 0.05% | 0.06% | 206 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Independent Advisor Alliance | History | Reduced | 4,236 | 342 | 0.01% | 0.01% | 207 | -19 | -0.45% | Q4 2025 | Feb 04, 2026 |
| Wealth Forward, LLC | History | No change | 4,238 | 342 | 0.19% | 0.2% | 208 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,129 | 334 | 0.0% | 0.0% | 209 | -350 | -7.81% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Reduced | 4,115 | 332 | 0.0% | 0.02% | 211 | -11,385 | -73.45% | Q4 2025 | Feb 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 4,120 | 332 | 0.04% | — | 210 | +4,120 | New | Q4 2025 | Jan 26, 2026 |
| Bell Bank | History | No change | 4,086 | 330 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 4,055 | 327 | 0.01% | — | 213 | +4,055 | New | Q4 2025 | Jan 16, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,844 | 310 | 0.0% | — | 214 | +3,844 | New | Q4 2025 | Feb 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 3,834 | 309 | 0.0% | 0.0% | 215 | -884 | -18.74% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,791 | 306 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,769 | 304 | 0.01% | 0.01% | 217 | -34 | -0.89% | Q4 2025 | Feb 18, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,680 | 297 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,629 | 293 | 0.0% | 0.0% | 219 | -29 | -0.79% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,595 | 290 | 0.0% | 0.0% | 221 | -13,260 | -78.67% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 3,600 | 290 | 0.01% | — | 220 | +3,600 | New | Q4 2025 | Feb 06, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 3,580 | 289 | 0.07% | 0.08% | 222 | -58 | -1.59% | Q4 2025 | Jan 22, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 3,531 | 285 | 0.0% | 0.0% | 223 | +651 | 22.6% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,521 | 284 | 0.0% | 0.0% | 224 | +97 | 2.83% | Q4 2025 | Feb 18, 2026 |
| Atlas Brown,Inc. | History | No change | 3,491 | 282 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,488 | 281 | 0.01% | 0.0% | 226 | +1,935 | 124.6% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,402 | 274 | 0.0% | 0.0% | 227 | +36 | 1.07% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,322 | 268 | 0.0% | 0.0% | 229 | -2,080 | -38.5% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 3,327 | 268 | 0.0% | 0.0% | 228 | -48 | -1.42% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,285 | 265 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,222 | 260 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,164 | 255 | 0.07% | 0.08% | 232 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mann Financial Group, Inc. | History | No change | 3,129 | 252 | 0.24% | 0.25% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XPONANCE LLC | History | Added to | 3,030 | 244 | 0.0% | 0.0% | 234 | +27 | 0.9% | Q4 2025 | Feb 12, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 2,883 | 232 | 0.01% | 0.01% | 235 | +59 | 2.09% | Q4 2025 | Feb 10, 2026 |
| CIBC Asset Management Inc | History | Added to | 2,856 | 230 | 0.0% | 0.0% | 236 | +31 | 1.1% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,809 | 226 | 0.01% | — | 238 | +2,809 | New | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 2,808 | 226 | 0.0% | 0.0% | 237 | +3 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,790 | 225 | 0.0% | — | 239 | +2,790 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,779 | 224 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 2,765 | 223 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 2,682 | 216 | 0.03% | 0.03% | 242 | +16 | 0.6% | Q4 2025 | Jan 27, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 2,683 | 216 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| denkapparat Operations GmbH | History | New | 2,586 | 208 | 0.11% | — | 244 | +2,586 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,551 | 206 | 0.0% | — | 245 | +2,551 | New | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 2,550 | 206 | 0.0% | 0.0% | 246 | -1,368 | -34.92% | Q4 2025 | Feb 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 2,496 | 201 | 0.01% | — | 247 | +2,496 | New | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | New | 2,400 | 193 | 0.02% | — | 248 | +2,400 | New | Q4 2025 | Jan 16, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,060 | 166 | 0.0% | 0.0% | 249 | -3,000 | -59.29% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,981 | 160 | 0.02% | — | 250 | +1,981 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,856 | 150 | 0.0% | — | 251 | +1,856 | New | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,526 | 142 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JNBA Financial Advisors | History | No change | 1,715 | 138 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | Added to | 1,674 | 135 | 0.01% | 0.01% | 254 | +854 | 104.15% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,660 | 134 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Covestor Ltd | History | Reduced | 1,581 | 127 | 0.07% | 0.11% | 256 | -781 | -33.07% | Q4 2025 | Feb 06, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 1,376 | 111 | 0.02% | 0.02% | 257 | +240 | 21.13% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 1,342 | 108 | 0.0% | — | 258 | +1,342 | New | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,317 | 106 | 0.01% | — | 259 | +1,317 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,310 | 105 | 0.0% | 0.0% | 260 | +10 | 0.77% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,254 | 101 | 0.0% | 0.0% | 261 | -15 | -1.18% | Q4 2025 | Jan 23, 2026 |
| KBC Group NV | History | No change | 1,227 | 99 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,214 | 98 | 0.0% | 0.0% | 263 | -42 | -3.34% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | Reduced | 1,172 | 94 | 0.0% | 0.0% | 264 | -172 | -12.8% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | No change | 1,155 | 93 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | No change | 1,151 | 92 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Crews Bank & Trust | History | No change | 1,092 | 88 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,044 | 84 | 0.0% | 0.0% | 268 | +47 | 4.71% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,009 | 81 | 0.01% | — | 269 | +1,009 | New | Q4 2025 | Feb 03, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 80 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 950 | 76 | 0.0% | 0.0% | 271 | +289 | 43.72% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 936 | 75 | 0.0% | 0.0% | 272 | +50 | 5.64% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 904 | 73 | 0.0% | 0.01% | 273 | -1,500 | -62.4% | Q4 2025 | Jan 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 776 | 62 | 0.02% | — | 274 | +776 | New | Q4 2025 | Mar 03, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 740 | 59 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 742 | 59 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Costello Asset Management, INC | History | Reduced | 718 | 57 | 0.02% | 0.02% | 277 | -5 | -0.69% | Q4 2025 | Feb 03, 2026 |
| High Note Wealth, LLC | History | Reduced | 677 | 54 | 0.01% | 0.02% | 278 | -511 | -43.01% | Q4 2025 | Feb 05, 2026 |
| Goodman Advisory Group, LLC | History | No change | 667 | 53 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 644 | 52 | 0.0% | 0.0% | 280 | +484 | 302.5% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 650 | 52 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 640 | 51 | 0.0% | 0.0% | 282 | -5 | -0.78% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 621 | 50 | 0.0% | 0.0% | 283 | +411 | 195.71% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Reduced | 600 | 48 | 0.0% | 0.0% | 284 | -200 | -25.0% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 588 | 47 | 0.0% | 0.0% | 285 | -41 | -6.52% | Q4 2025 | Mar 16, 2026 |
| GAMMA Investing LLC | History | Added to | 553 | 44 | 0.0% | 0.0% | 286 | +121 | 28.01% | Q4 2025 | Jan 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 510 | 41 | 0.02% | — | 287 | +510 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 500 | 40 | 0.0% | — | 288 | +500 | New | Q4 2025 | Mar 04, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 500 | 40 | 0.04% | — | 290 | +500 | New | Q4 2025 | Feb 19, 2026 |
| Asset Planning,Inc | History | No change | 500 | 40 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 454 | 36 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | New | 422 | 34 | 0.02% | — | 293 | +422 | New | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 426 | 34 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 420 | 33 | 0.02% | 0.03% | 294 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 399 | 32 | 0.0% | 0.0% | 295 | +43 | 12.08% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 376 | 30 | 0.0% | 0.0% | 297 | +212 | 129.27% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 379 | 30 | 0.0% | 0.0% | 296 | +26 | 7.37% | Q4 2025 | Feb 13, 2026 |
| HighMark Wealth Management LLC | History | Added to | 336 | 27 | 0.01% | 0.01% | 298 | +3 | 0.9% | Q4 2025 | Feb 05, 2026 |
| West Financial Advisors, LLC | History | No change | 334 | 26 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 300 | 24 | 0.0% | 0.0% | 300 | +27 | 9.89% | Q4 2025 | Feb 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 300 | 24 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 256 | 20 | 0.0% | 0.0% | 302 | +75 | 41.44% | Q4 2025 | Jan 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 220 | 17 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | No change | 200 | 16 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 196 | 15 | 0.01% | 0.01% | 307 | +2 | 1.03% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | No change | 194 | 15 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 160 | 12 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 138 | 11 | 0.0% | 0.0% | 309 | +38 | 38.0% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | Added to | 119 | 9 | 0.0% | 0.0% | 311 | +38 | 46.91% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 115 | 9 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 102 | 8 | 0.0% | 0.0% | 312 | -142 | -58.2% | Q4 2025 | Feb 06, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 100 | 8 | 0.0% | 0.0% | 313 | -100 | -50.0% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 82 | 7 | 0.0% | — | 315 | +82 | New | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | Added to | 88 | 7 | 0.0% | 0.0% | 316 | +38 | 76.0% | Q4 2025 | Feb 06, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 90 | 7 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 95 | 7 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 80 | 6 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kemnay Advisory Services Inc. | History | New | 67 | 5 | 0.0% | — | 320 | +67 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 68 | 5 | 0.0% | 0.0% | 321 | +12 | 21.43% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 62 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 55 | 4 | 0.0% | 0.0% | 322 | -5 | -8.33% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | No change | 55 | 4 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Versant Capital Management, Inc | History | New | 42 | 3 | 0.0% | — | 326 | +42 | New | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 42 | 3 | 0.0% | — | 328 | +42 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 40 | 3 | 0.0% | 0.0% | 324 | -22 | -35.48% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | Reduced | 39 | 3 | 0.0% | 0.0% | 327 | -1 | -2.5% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 31 | 2 | 0.0% | 0.0% | 333 | -233 | -88.26% | Q4 2025 | Jan 16, 2026 |
| Colonial Trust Co / SC | History | New | 34 | 2 | 0.0% | — | 334 | +34 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 332 | +9 | 33.33% | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 34 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 28 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 33 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 15 | 1 | 0.0% | 0.0% | 337 | -36 | -70.59% | Q4 2025 | Feb 24, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 15 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -62,966 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -28,867 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.03% | — | -26,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -24,655 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,764 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,366 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,531 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,407 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,406 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Inspire Investing, LLC | History | Reduced | 1 | 0 | — | 0.05% | — | -6,296 | -99.98% | Q4 2025 | Feb 17, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -5,693 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,938 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,371 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,028 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,003 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,619 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,926 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,489 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 7 | 0 | — | — | — | -5 | -41.67% | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 16, 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 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Archer Investment Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |