PATRICK INDUSTRIES INC - PATK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 41 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 | 4,790,215 | 519,402 | 0.01% | 0.01% | 1 | +113,356 | 2.42% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 3,812,792 | 413,421 | 0.02% | 0.02% | 2 | -830,834 | -17.89% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,470,559 | 267,882 | 0.0% | 0.0% | 3 | +16,959 | 0.69% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,217,107 | 240,400 | 0.04% | 0.03% | 4 | +367,802 | 19.89% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,515,073 | 164,287 | 0.03% | 0.03% | 5 | -4,663 | -0.31% | Q4 2025 | Feb 12, 2026 |
| Capital World Investors | History | No change | 1,284,401 | 139,267 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE STREET CORP | History | Added to | 1,235,376 | 133,951 | 0.0% | 0.0% | 7 | +736 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Capital Research Global Investors | History | Added to | 1,137,530 | 123,342 | 0.02% | 0.02% | 8 | +223,014 | 24.39% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 819,488 | 88,870 | 0.01% | 0.01% | 9 | +4,816 | 0.59% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 748,904 | 81,205 | 0.01% | 0.01% | 10 | +112,766 | 17.73% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 652,511 | 70,751 | 0.02% | 0.01% | 11 | +88,976 | 15.79% | Q4 2025 | Feb 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 640,659 | 69,467 | 0.48% | 0.34% | 12 | +144,796 | 29.2% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 612,815 | 66,447 | 0.01% | 0.01% | 13 | +306,080 | 99.79% | Q4 2025 | Feb 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 522,961 | 56,704 | 0.02% | 0.02% | 14 | -55,772 | -9.64% | Q4 2025 | Jan 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 505,984 | 54,863 | 0.01% | 0.01% | 15 | -13,898 | -2.67% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 487,791 | 52,891 | 0.06% | 0.06% | 16 | -22,778 | -4.46% | Q4 2025 | Feb 12, 2026 |
| Copeland Capital Management, LLC | History | Added to | 478,999 | 51,938 | 1.16% | 0.84% | 17 | +90,691 | 23.36% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 473,496 | 51,341 | 0.01% | 0.01% | 18 | -8,798 | -1.82% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Added to | 454,681 | 49,301 | 0.0% | 0.0% | 19 | +51,993 | 12.91% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 443,413 | 48,081 | 0.07% | — | 20 | +443,413 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 418,749 | 45,404 | 0.01% | 0.01% | 21 | +24,795 | 6.29% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 393,938 | 43,864 | 0.03% | — | 22 | +393,938 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 404,148 | 43,821 | 0.01% | 0.01% | 23 | -19,553 | -4.61% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 392,150 | 42,520 | 0.01% | 0.0% | 24 | +64,081 | 19.53% | Q4 2025 | Mar 25, 2026 |
| Fiera Capital Corp | History | Added to | 366,776 | 39,769 | 0.13% | 0.09% | 25 | +90,544 | 32.78% | Q4 2025 | Feb 11, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 349,056 | 37,848 | 0.33% | 0.33% | 26 | -7,759 | -2.17% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 330,954 | 35,885 | 0.0% | 0.0% | 27 | +44,463 | 15.52% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 302,023 | 32,748 | 0.01% | 0.01% | 28 | -80,678 | -21.08% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | Added to | 259,365 | 28,123 | 0.04% | 0.0% | 29 | +257,245 | 12134.2% | Q4 2025 | Jan 09, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 238,981 | 25,912 | 0.55% | 0.48% | 30 | +29,714 | 14.2% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 216,886 | 23,989 | 0.01% | 0.01% | 31 | +31,526 | 17.01% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 220,993 | 23,966 | 0.01% | 0.0% | 32 | +12,859 | 6.18% | Q4 2025 | Feb 17, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 219,117 | 23,758 | 0.67% | 0.63% | 33 | -4,274 | -1.91% | Q4 2025 | Jan 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 207,299 | 22,477 | 0.0% | 0.0% | 34 | +13,759 | 7.11% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 207,035 | 22,448 | 0.01% | 0.03% | 35 | -280,499 | -57.53% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 184,013 | 19,952 | 0.01% | 0.01% | 36 | +6,753 | 3.81% | Q4 2025 | Feb 02, 2026 |
| Lodge Hill Capital, LLC | History | New | 180,000 | 19,517 | 3.69% | — | 37 | +180,000 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 178,799 | 19,387 | 0.0% | 0.0% | 38 | +32,053 | 21.84% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 164,920 | 17,882 | 0.03% | 0.03% | 39 | +30,448 | 22.64% | Q4 2025 | Feb 05, 2026 |
| Watchtower Advisors, LP | History | No change | 150,000 | 16,264 | 9.82% | 7.24% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 149,912 | 16,255 | 0.02% | 0.0% | 41 | +145,863 | 3602.45% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 147,179 | 15,958 | 0.0% | 0.0% | 42 | -4,706 | -3.1% | Q4 2025 | Feb 10, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 144,693 | 15,689 | 1.55% | 1.74% | 43 | -41,111 | -22.13% | Q4 2025 | Jan 27, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 142,108 | 15,408 | 0.47% | 0.46% | 44 | -4,142 | -2.83% | Q4 2025 | Jan 28, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 140,591 | 15,245 | 0.01% | 0.04% | 45 | -452,986 | -76.31% | Q4 2025 | Feb 19, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 136,000 | 14,746 | 0.48% | 0.41% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 132,946 | 14,415 | 0.1% | 0.09% | 47 | +3,181 | 2.45% | Q4 2025 | Jan 09, 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | History | No change | 116,967 | 12,682 | 11.26% | 10.41% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 115,147 | 12,485 | 0.04% | 0.05% | 49 | -14,664 | -11.3% | Q4 2025 | Feb 13, 2026 |
| GENDELL JEFFREY L | History | No change | 105,088 | 11,394 | 0.2% | 0.2% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 104,074 | 11,284 | 0.01% | 0.01% | 51 | +37,319 | 55.9% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 102,870 | 11,154 | 0.15% | — | 52 | +102,870 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 102,814 | 11,148 | 0.01% | 0.01% | 53 | +1,650 | 1.63% | Q4 2025 | Feb 13, 2026 |
| 1ST SOURCE BANK | History | Reduced | 100,650 | 10,913 | 0.57% | 0.56% | 54 | -2,000 | -1.95% | Q4 2025 | Feb 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 91,978 | 9,974 | 0.01% | 0.01% | 55 | -5,307 | -5.46% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 88,446 | 9,591 | 0.0% | — | 56 | +88,446 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 88,308 | 9,575 | 0.01% | 0.01% | 57 | +6,800 | 8.34% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 87,545 | 9,492 | 0.08% | 0.08% | 58 | +5,787 | 7.08% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 84,614 | 9,174 | 0.01% | 0.01% | 59 | -6,191 | -6.82% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 81,503 | 8,837 | 0.01% | 0.02% | 60 | -97,200 | -54.39% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 77,003 | 8,349 | 0.0% | 0.0% | 61 | -2,951 | -3.69% | Q4 2025 | Feb 09, 2026 |
| Atom Investors LP | History | New | 67,065 | 7,271 | 0.58% | — | 62 | +67,065 | New | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 63,618 | 6,898 | 0.04% | — | 63 | +63,618 | New | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 62,412 | 6,767 | 0.0% | 0.0% | 64 | +800 | 1.3% | Q4 2025 | Feb 12, 2026 |
| De Lisle Partners LLP | History | No change | 61,982 | 6,719 | 0.86% | 0.79% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 58,587 | 6,469 | 0.01% | 0.01% | 66 | -15,739 | -21.18% | Q4 2025 | Jan 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 58,278 | 6,319 | 0.01% | 0.01% | 67 | +2,122 | 3.78% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 57,753 | 6,262 | 0.0% | 0.0% | 68 | +4,658 | 8.77% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 55,558 | 6,024 | 0.0% | 0.0% | 69 | +694 | 1.26% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 54,240 | 5,881 | 0.0% | 0.0% | 70 | -1,796 | -3.21% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 54,065 | 5,862 | 0.27% | 0.26% | 71 | -432 | -0.79% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 53,840 | 5,837 | 0.17% | — | 72 | +53,840 | New | Q4 2025 | Feb 13, 2026 |
| MAIRS & POWER INC | History | Added to | 53,033 | 5,750 | 0.06% | 0.02% | 73 | +29,648 | 126.78% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 52,645 | 5,708 | 0.78% | 0.78% | 74 | -696 | -1.3% | Q4 2025 | Jan 22, 2026 |
| Ballast Asset Management, LP | History | Reduced | 48,544 | 5,263 | 2.49% | 2.37% | 75 | -1,701 | -3.39% | Q4 2025 | Feb 09, 2026 |
| Nicholas Investment Partners, LP | History | New | 47,965 | 5,200 | 0.38% | — | 76 | +47,965 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 46,394 | 5,030 | 0.01% | 0.0% | 77 | +5,171 | 12.54% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Asset Management Inc. | History | Reduced | 46,250 | 5,014 | 0.22% | 0.15% | 78 | -1,200 | -2.53% | Q4 2025 | Feb 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 45,941 | 4,981 | 0.76% | 0.74% | 79 | -933 | -1.99% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 45,691 | 4,954 | 0.01% | 0.01% | 80 | +8 | 0.02% | Q4 2025 | Feb 12, 2026 |
| F/m Investments LLC | History | Reduced | 45,246 | 4,905 | 0.19% | 0.19% | 81 | -1,730 | -3.68% | Q4 2025 | Feb 03, 2026 |
| NORGES BANK | History | New | 44,908 | 4,869 | 0.0% | — | 82 | +44,908 | New | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 42,925 | 4,654 | 0.22% | 0.05% | 83 | +36,290 | 546.95% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 41,000 | 4,445 | 0.02% | 0.0% | 84 | +40,000 | 4000.0% | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 37,024 | 4,014 | 0.0% | 0.0% | 85 | +1,859 | 5.29% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 35,886 | 3,891 | 0.0% | 0.0% | 86 | -1,038 | -2.81% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 34,712 | 3,763 | 0.0% | 0.0% | 87 | -65,911 | -65.5% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 33,674 | 3,651 | 0.0% | 0.0% | 88 | +13,173 | 64.26% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 31,069 | 3,368 | 0.0% | 0.0% | 89 | -2,074 | -6.26% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 30,497 | 3,306 | 0.0% | 0.0% | 90 | -29 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Twin Lions Management LLC | History | No change | 29,251 | 3,171 | 2.14% | 1.99% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 28,765 | 3,117 | 0.01% | 0.0% | 92 | +993 | 3.58% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,308 | 3,069 | 0.01% | 0.01% | 93 | -400 | -1.39% | Q4 2025 | Jan 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,700 | 2,895 | 0.0% | 0.0% | 94 | +967 | 3.76% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 26,341 | 2,856 | 0.04% | 0.02% | 95 | +15,235 | 137.18% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Added to | 26,245 | 2,845 | 0.24% | 0.22% | 96 | +6,311 | 31.66% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 26,133 | 2,833 | 0.03% | 0.03% | 97 | -560 | -2.1% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 25,925 | 2,811 | 0.01% | 0.01% | 98 | -1,177 | -4.34% | Q4 2025 | Feb 11, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 25,545 | 2,769 | 0.26% | 0.28% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 25,127 | 2,724 | 0.0% | — | 100 | +25,127 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 24,823 | 2,691 | 0.01% | — | 101 | +24,823 | New | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 24,309 | 2,636 | 0.02% | 0.02% | 102 | -357 | -1.45% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 22,226 | 2,409 | 0.0% | 0.0% | 103 | +1,649 | 8.01% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 22,058 | 2,391 | 0.01% | 0.01% | 104 | +2,914 | 15.22% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 21,976 | 2,382 | 0.01% | 0.01% | 105 | -1,817 | -7.64% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 20,528 | 2,226 | 0.0% | 0.01% | 106 | -13,338 | -39.38% | Q4 2025 | Feb 10, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 20,318 | 2,203 | 0.04% | 0.05% | 107 | -1,343 | -6.2% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 19,107 | 2,071 | 0.0% | 0.0% | 108 | -2,379 | -11.07% | Q4 2025 | Feb 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 18,214 | 1,974 | 0.22% | 0.21% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 17,932 | 1,944 | 0.01% | 0.01% | 110 | -1,379 | -7.14% | Q4 2025 | Feb 12, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 17,479 | 1,895 | 0.01% | 0.01% | 111 | -2,712 | -13.43% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,084 | 1,852 | 0.02% | 0.02% | 112 | -440 | -2.51% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 17,014 | 1,844 | 0.02% | 0.02% | 113 | +268 | 1.6% | Q4 2025 | Jan 23, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 16,561 | 1,796 | 0.1% | 0.1% | 114 | -939 | -5.37% | Q4 2025 | Jan 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 16,241 | 1,761 | 0.02% | 0.02% | 115 | -231 | -1.4% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 15,544 | 1,685 | 0.01% | 0.01% | 116 | -10 | -0.06% | Q4 2025 | Jan 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 15,530 | 1,683 | 0.0% | 0.0% | 117 | -269 | -1.7% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Reduced | 15,251 | 1,653 | 0.11% | 0.27% | 118 | -26,870 | -63.79% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,200 | 1,648 | 0.03% | 0.03% | 119 | -100 | -0.65% | Q4 2025 | Jan 16, 2026 |
| WCG Wealth Advisors LLC | History | New | 15,135 | 1,641 | 0.05% | — | 120 | +15,135 | New | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 15,086 | 1,635 | 0.0% | 0.0% | 121 | -18 | -0.12% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,871 | 1,612 | 0.0% | — | 122 | +14,871 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,699 | 1,593 | 0.01% | 0.02% | 123 | -6,829 | -31.72% | Q4 2025 | Feb 10, 2026 |
| Lisanti Capital Growth, LLC | History | Reduced | 14,369 | 1,558 | 0.37% | 0.87% | 124 | -20,025 | -58.22% | Q4 2025 | Feb 09, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 14,300 | 1,550 | 1.48% | — | 125 | +14,300 | New | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,091 | 1,527 | 0.0% | 0.0% | 126 | -29 | -0.21% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 13,902 | 1,507 | 0.02% | — | 127 | +13,902 | New | Q4 2025 | Feb 06, 2026 |
| Aldebaran Capital, LLC | History | Reduced | 13,872 | 1,504 | 1.35% | 1.35% | 128 | -301 | -2.12% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 13,648 | 1,479 | 0.0% | 0.0% | 129 | +6,345 | 86.88% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 12,653 | 1,371 | 0.03% | 0.03% | 130 | +53 | 0.42% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,397 | 1,344 | 0.02% | 0.0% | 131 | +12,318 | 15592.41% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 11,691 | 1,267 | 0.01% | 0.01% | 132 | -2,108 | -15.28% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | New | 11,587 | 1,256 | 0.0% | — | 133 | +11,587 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,232 | 1,217 | 0.0% | 0.0% | 134 | +523 | 4.88% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 10,963 | 1,189 | 0.03% | 0.03% | 135 | +1,987 | 22.14% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,691 | 1,159 | 0.0% | 0.0% | 136 | -235 | -2.15% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,991 | 1,147 | 0.01% | 0.01% | 137 | -1,321 | -12.81% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Reduced | 10,470 | 1,135 | 0.0% | 0.0% | 138 | -791 | -7.02% | Q4 2025 | Jan 23, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 10,374 | 1,124 | 0.02% | 0.03% | 139 | -7,645 | -42.43% | Q4 2025 | Feb 03, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 10,273 | 1,113 | 0.15% | 0.16% | 140 | -215 | -2.05% | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | Reduced | 9,747 | 1,056 | 0.02% | 0.02% | 141 | -53 | -0.54% | Q4 2025 | Feb 03, 2026 |
| AMALGAMATED BANK | History | Added to | 9,644 | 1,046 | 0.01% | 0.01% | 142 | +111 | 1.16% | Q4 2025 | Feb 05, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 9,293 | 1,007 | 0.01% | — | 143 | +9,293 | New | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 9,261 | 1,004 | 0.0% | 0.0% | 144 | +2,800 | 43.34% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,032 | 979 | 0.0% | 0.0% | 145 | -148 | -1.61% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,968 | 972 | 0.01% | 0.01% | 146 | -26 | -0.29% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 8,863 | 961 | 0.02% | 0.02% | 147 | -939 | -9.58% | Q4 2025 | Jan 23, 2026 |
| Arizona State Retirement System | History | Reduced | 8,798 | 953 | 0.01% | 0.01% | 148 | -589 | -6.27% | Q4 2025 | Jan 28, 2026 |
| Smith Group Asset Management, LLC | History | Reduced | 8,792 | 953 | 0.05% | 0.05% | 149 | -3 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,664 | 939 | 0.01% | 0.01% | 150 | +264 | 3.14% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 7,364 | 929 | 0.0% | 0.0% | 151 | -582 | -7.32% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,238 | 893 | 0.0% | 0.0% | 152 | -237 | -2.8% | Q4 2025 | Feb 10, 2026 |
| WealthTrust Axiom LLC | History | No change | 8,080 | 876 | 0.23% | 0.22% | 153 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | No change | 7,950 | 862 | 0.22% | 0.22% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 7,804 | 846 | 0.11% | 0.1% | 155 | +396 | 5.35% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,708 | 835 | 0.0% | 0.0% | 156 | -16,007 | -67.5% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 7,627 | 826 | 0.0% | 0.0% | 157 | -38,268 | -83.38% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,606 | 824 | 0.0% | 0.0% | 158 | +2,504 | 49.08% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 7,576 | 821 | 0.01% | 0.01% | 159 | +100 | 1.34% | Q4 2025 | Feb 04, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 7,311 | 792 | 1.2% | 1.15% | 160 | -691 | -8.64% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,219 | 782 | 0.02% | 0.02% | 161 | +33 | 0.46% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 7,170 | 777 | 0.07% | 0.02% | 162 | +5,154 | 255.65% | Q4 2025 | Feb 06, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 7,128 | 772 | 0.0% | 0.0% | 163 | -604 | -7.81% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,098 | 769 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,906 | 748 | 0.02% | 0.02% | 165 | -711 | -9.33% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 6,804 | 737 | 0.02% | 0.04% | 167 | -11,903 | -63.63% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,799 | 737 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ProShare Advisors LLC | History | Added to | 6,330 | 686 | 0.0% | 0.0% | 168 | +192 | 3.13% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Reduced | 6,296 | 682 | 0.0% | 0.0% | 169 | -156 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 6,027 | 653 | 0.0% | 0.0% | 170 | -190 | -3.06% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 5,866 | 636 | 0.0% | — | 171 | +5,866 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,789 | 627 | 0.0% | 0.01% | 172 | -122,386 | -95.48% | Q4 2025 | Feb 12, 2026 |
| New England Research & Management, Inc. | History | No change | 5,586 | 605 | 0.26% | 0.27% | 173 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 5,579 | 604 | 0.0% | 0.0% | 174 | +726 | 14.96% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,537 | 600 | 0.0% | 0.0% | 175 | -434 | -7.27% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,435 | 589 | 0.0% | 0.0% | 176 | -7 | -0.13% | Q4 2025 | Feb 05, 2026 |
| Inspire Investing, LLC | History | Reduced | 5,324 | 577 | 0.05% | 0.05% | 177 | -43 | -0.8% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,068 | 549 | 0.0% | 0.0% | 178 | -11,744 | -69.85% | Q4 2025 | Feb 02, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,995 | 541 | 0.0% | 0.0% | 179 | -1,209 | -19.49% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 4,892 | 530 | 0.0% | 0.02% | 180 | -100,449 | -95.36% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,854 | 526 | 0.0% | 0.0% | 181 | +162 | 3.45% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,854 | 526 | 0.01% | 0.01% | 182 | +70 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,792 | 519 | 0.0% | 0.0% | 183 | +805 | 20.19% | Q4 2025 | Jan 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 4,768 | 516 | 0.02% | 0.04% | 184 | -1,040 | -17.91% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 4,644 | 503 | 0.03% | 0.03% | 185 | -203 | -4.19% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,592 | 497 | 0.0% | 0.0% | 186 | +763 | 19.93% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,344 | 471 | 0.0% | 0.0% | 187 | +297 | 7.34% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 4,317 | 468 | 0.01% | 0.0% | 188 | +337 | 8.47% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,360 | 444 | 0.03% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Added to | 3,958 | 429 | 0.22% | 0.04% | 190 | +3,247 | 456.68% | Q4 2025 | Feb 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 3,794 | 419 | 0.0% | 0.0% | 191 | -267 | -6.57% | Q4 2025 | Jan 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,803 | 412 | 0.0% | 0.0% | 192 | +75 | 2.01% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,738 | 405 | 0.06% | — | 193 | +3,738 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,538 | 383 | 0.0% | 0.0% | 194 | -845 | -19.28% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,452 | 374 | 0.0% | 0.0% | 195 | +33 | 0.97% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 3,404 | 369 | 0.0% | 0.0% | 196 | -43 | -1.25% | Q4 2025 | Feb 02, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 3,338 | 362 | 0.03% | 0.02% | 197 | -27 | -0.8% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | New | 3,334 | 361 | 0.01% | — | 198 | +3,334 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,308 | 359 | 0.0% | 0.0% | 199 | +485 | 17.18% | Q4 2025 | Mar 09, 2026 |
| Cerity Partners LLC | History | Reduced | 3,136 | 340 | 0.0% | 0.0% | 200 | -2,063 | -39.68% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Reduced | 3,142 | 340 | 0.01% | 0.01% | 201 | -327 | -9.43% | Q4 2025 | Feb 03, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 2,990 | 324 | 0.05% | 0.05% | 202 | -43 | -1.42% | Q4 2025 | Jan 22, 2026 |
| XPONANCE LLC | History | Added to | 2,981 | 323 | 0.0% | 0.0% | 203 | +11 | 0.37% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,839 | 320 | 0.0% | — | 204 | +2,839 | New | Q4 2025 | Jan 08, 2026 |
| PROFUND ADVISORS LLC | History | New | 2,893 | 313 | 0.01% | — | 205 | +2,893 | New | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,877 | 311 | 0.0% | 0.0% | 206 | -13,973 | -82.93% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 2,816 | 305 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kendall Capital Management | History | Reduced | 2,770 | 300 | 0.06% | 0.07% | 208 | -25 | -0.89% | Q4 2025 | Jan 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,724 | 295 | 0.0% | 0.0% | 209 | +362 | 15.33% | Q4 2025 | Jan 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,716 | 294 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,632 | 285 | 0.01% | 0.01% | 211 | -493 | -15.78% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,612 | 283 | 0.0% | 0.0% | 212 | -196 | -6.98% | Q4 2025 | Feb 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,479 | 268 | 0.01% | 0.01% | 213 | +98 | 4.12% | Q4 2025 | Jan 14, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | No change | 2,463 | 267 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,400 | 260 | 0.0% | 0.01% | 215 | -14,238 | -85.58% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 2,391 | 259 | 0.04% | 0.04% | 216 | +312 | 15.01% | Q4 2025 | Feb 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,383 | 258 | 0.01% | 0.01% | 217 | -77 | -3.13% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,353 | 255 | 0.02% | 0.0% | 218 | +2,185 | 1300.6% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Reduced | 2,268 | 245 | 0.0% | 0.0% | 219 | -66 | -2.83% | Q4 2025 | Feb 17, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | New | 2,199 | 244 | 0.0% | — | 221 | +2,199 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 2,256 | 244 | 0.0% | 0.0% | 220 | +88 | 4.06% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,211 | 240 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 2,190 | 237 | 0.02% | 0.04% | 224 | -1,833 | -45.56% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,190 | 237 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,151 | 233 | 0.0% | — | 225 | +2,151 | New | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 2,078 | 230 | 0.0% | 0.0% | 226 | +80 | 4.0% | Q4 2025 | Feb 18, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,121 | 229 | 0.02% | — | 227 | +2,121 | New | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 2,109 | 228 | 0.04% | 0.04% | 228 | +30 | 1.44% | Q4 2025 | Jan 16, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 2,100 | 227 | 0.0% | 0.0% | 229 | -100 | -4.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,086 | 226 | 0.0% | 0.0% | 230 | -52 | -2.43% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Added to | 2,089 | 226 | 0.02% | 0.02% | 231 | +6 | 0.29% | Q4 2025 | Jan 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,062 | 223 | 0.01% | 0.01% | 232 | -6 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | New | 2,017 | 218 | 0.05% | — | 233 | +2,017 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,006 | 217 | 0.01% | 0.01% | 234 | +277 | 16.02% | Q4 2025 | Feb 06, 2026 |
| Jefferies Financial Group Inc. | History | New | 1,992 | 215 | 0.0% | — | 235 | +1,992 | New | Q4 2025 | Feb 09, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 1,989 | 215 | 0.1% | 0.13% | 236 | -652 | -24.69% | Q4 2025 | Jan 12, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 1,944 | 210 | 0.01% | 0.01% | 237 | -33 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 1,861 | 201 | 0.0% | — | 238 | +1,861 | New | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,576 | 175 | 0.01% | 0.01% | 239 | +547 | 53.16% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,611 | 174 | 0.0% | 0.0% | 240 | +968 | 150.54% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,215 | 131 | 0.01% | 0.01% | 241 | +249 | 25.78% | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,193 | 129 | 0.0% | 0.0% | 242 | +837 | 235.11% | Q4 2025 | Mar 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,146 | 124 | 0.01% | — | 243 | +1,146 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 1,141 | 123 | 0.01% | 0.1% | 244 | -12,956 | -91.91% | Q4 2025 | Feb 09, 2026 |
| WEXFORD CAPITAL LP | History | No change | 1,100 | 119 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 984 | 106 | 0.0% | 0.0% | 246 | -672 | -40.58% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 915 | 99 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 860 | 93 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Added to | 836 | 90 | 0.01% | 0.01% | 249 | +202 | 31.86% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 801 | 86 | 0.0% | 0.0% | 252 | +768 | 2327.27% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 801 | 86 | 0.0% | 0.0% | 250 | +168 | 26.54% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 794 | 86 | 0.0% | 0.0% | 251 | -12 | -1.49% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 752 | 75 | 0.0% | — | 253 | +752 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 676 | 73 | 0.0% | — | 254 | +676 | New | Q4 2025 | Feb 13, 2026 |
| Eukles Asset Management | History | No change | 606 | 65 | 0.03% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 564 | 61 | 0.0% | 0.0% | 256 | +238 | 73.01% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Added to | 551 | 59 | 0.0% | 0.0% | 257 | +15 | 2.8% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 470 | 50 | 0.0% | 0.0% | 258 | -8 | -1.67% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 460 | 49 | 0.0% | 0.0% | 259 | +309 | 204.64% | Q4 2025 | Feb 02, 2026 |
| OP Asset Management Ltd | History | No change | 429 | 46 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Apr 21, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 391 | 42 | 0.0% | 0.0% | 261 | +115 | 41.67% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 343 | 37 | 0.0% | 0.0% | 263 | +229 | 200.88% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 344 | 37 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 315 | 34 | 0.0% | — | 264 | +315 | New | Q4 2025 | Feb 05, 2026 |
| High Note Wealth, LLC | History | No change | 278 | 30 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 270 | 29 | 0.0% | 0.0% | 266 | -1 | -0.37% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | No change | 253 | 27 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 237 | 25 | 0.01% | — | 269 | +237 | New | Q4 2025 | Jan 30, 2026 |
| State of Wyoming | History | Added to | 232 | 25 | 0.0% | 0.0% | 268 | +5 | 2.2% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | No change | 227 | 24 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 177 | 22 | 0.0% | 0.01% | 272 | -123 | -41.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 206 | 22 | 0.0% | 0.0% | 271 | -11 | -5.07% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 196 | 21 | 0.0% | 0.0% | 274 | -48 | -19.67% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | No change | 202 | 21 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 170 | 18 | 0.0% | 0.0% | 275 | -12 | -6.59% | Q4 2025 | Jan 26, 2026 |
| Smithfield Trust Co | History | No change | 159 | 17 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clark Wealth Partners | History | No change | 163 | 17 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Root Financial Partners, LLC | History | Added to | 143 | 15 | 0.0% | 0.0% | 278 | +10 | 7.52% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 135 | 14 | 0.0% | 0.0% | 279 | +92 | 213.95% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 119 | 12 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Reduced | 105 | 11 | 0.0% | 0.0% | 281 | -22 | -17.32% | Q4 2025 | Jan 26, 2026 |
| FIRST HORIZON CORP | History | Added to | 101 | 10 | 0.0% | 0.0% | 282 | +14 | 16.09% | Q4 2025 | Jan 27, 2026 |
| Centerpoint Advisors, LLC | History | New | 81 | 9 | 0.0% | — | 284 | +81 | New | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 91 | 9 | 0.0% | 0.0% | 283 | -53 | -36.81% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 79 | 8 | 0.0% | 0.0% | 285 | +7 | 9.72% | Q4 2025 | Feb 24, 2026 |
| Financial Perspectives, Inc | History | Added to | 80 | 8 | 0.0% | 0.0% | 287 | +1 | 1.27% | Q4 2025 | Jan 28, 2026 |
| Park Place Capital Corp | History | No change | 75 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 67 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 59 | 6 | 0.0% | 0.0% | 291 | -82 | -58.16% | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, LP | History | New | 62 | 6 | 0.0% | — | 290 | +62 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 50 | 6 | 0.0% | — | 289 | +50 | New | Q4 2025 | Jan 21, 2026 |
| Cetera Trust Company, N.A | History | No change | 60 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 52 | 5 | 0.0% | — | 296 | +52 | New | Q4 2025 | Jan 20, 2026 |
| Kemnay Advisory Services Inc. | History | New | 51 | 5 | 0.0% | — | 297 | +51 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 48 | 5 | 0.0% | — | 298 | +39 | 433.33% | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 54 | 5 | 0.0% | 0.0% | 295 | +3 | 5.88% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 53 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 42 | 4 | 0.0% | — | 300 | +37 | 740.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 30 | 3 | 0.0% | — | 305 | +30 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 30 | 3 | 0.0% | 0.0% | 303 | +14 | 87.5% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 304 | -12 | -28.57% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 28 | 3 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stone House Investment Management, LLC | History | New | 26 | 2 | 0.0% | — | 309 | +26 | New | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 23 | 2 | 0.0% | — | 312 | +23 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 22 | 2 | 0.0% | — | 311 | +22 | New | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22 | 2 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 19 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14 | 1 | 0.0% | — | 318 | +14 | New | Q4 2025 | Feb 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 13 | 1 | 0.0% | — | 313 | +13 | New | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 13 | 1 | 0.0% | — | 314 | +13 | New | Q4 2025 | Feb 05, 2026 |
| MidFirst Bank | History | New | 11 | 1 | 0.0% | — | 317 | +11 | New | Q4 2025 | Feb 25, 2026 |
| Fortitude Family Office, LLC | History | Added to | 13 | 1 | 0.0% | 0.0% | 316 | +1 | 8.33% | Q4 2025 | Jan 15, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -459,547 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,836 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q3 2025 | Mar 30, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.03% | — | -29,096 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,779 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,420 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -21,071 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,630 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,703 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,147 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,320 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,671 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,876 | -100.0% | Q3 2025 | Nov 17, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,907 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.06% | — | -4,778 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,511 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.36% | — | -4,414 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,162 | -100.0% | Q3 2025 | Oct 30, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,380 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,559 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,336 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,081 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CoreCap Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 13, 2026 |
| USA FINANCIAL FORMULAS | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 14, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TD Capital Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Feb 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Jan 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |