PBF Energy Inc. - PBF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 | Reduced | 11,203,246 | 303,832 | 0.01% | 0.01% | 1 | -156,999 | -1.38% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 8,768,869 | 237,811 | 0.0% | 0.0% | 2 | -14,063 | -0.16% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,327,255 | 171,595 | 0.02% | 0.01% | 3 | +3,550,820 | 127.89% | Q4 2025 | Mar 25, 2026 |
| STATE STREET CORP | History | Added to | 4,854,750 | 131,660 | 0.0% | 0.01% | 4 | +60,294 | 1.26% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,911,600 | 106,071 | 0.02% | 0.03% | 5 | -364,460 | -8.52% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 2,613,174 | 70,869 | 0.01% | 0.01% | 6 | -159,084 | -5.74% | Q4 2025 | Feb 19, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,400,702 | 65,108 | 0.01% | 0.01% | 7 | +331,404 | 16.02% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,364,980 | 64,138 | 0.01% | 0.01% | 8 | +808,548 | 51.95% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,084,900 | 56,542 | 0.03% | 0.02% | 9 | +872,532 | 71.97% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,061,643 | 55,923 | 0.0% | 0.0% | 10 | -47,998 | -2.28% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,029,994 | 55,053 | 0.08% | 0.04% | 11 | +1,204,954 | 146.05% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,979,972 | 51,241 | 0.03% | 0.05% | 12 | -523,311 | -20.9% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,733,687 | 47,017 | 0.01% | 0.01% | 13 | +72,008 | 4.33% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,729,304 | 46,898 | 0.16% | 0.12% | 14 | +574,001 | 49.68% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,641,986 | 44,530 | 0.0% | 0.0% | 15 | +62,103 | 3.93% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 1,594,100 | 43,231 | 0.08% | 0.05% | 16 | +712,900 | 80.9% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,586,857 | 43,036 | 0.03% | 0.12% | 17 | -4,729,280 | -74.88% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,559,750 | 42,300 | 0.01% | 0.01% | 18 | +247,900 | 18.9% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,500,801 | 40,701 | 0.01% | 0.0% | 19 | +1,251,216 | 501.32% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,468,274 | 39,819 | 0.02% | 0.02% | 20 | +87,128 | 6.31% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,262,651 | 34,243 | 0.0% | — | 21 | +1,262,651 | New | Q4 2025 | Feb 10, 2026 |
| Recurrent Investment Advisors LLC | History | Reduced | 1,250,915 | 33,924 | 2.51% | 4.1% | 22 | -521,191 | -29.41% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,213,841 | 32,919 | 0.01% | 0.01% | 23 | +265,117 | 27.94% | Q4 2025 | Feb 10, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 1,155,735 | 31,343 | 0.91% | 1.04% | 24 | -7,371 | -0.63% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,140,060 | 30,918 | 0.0% | 0.0% | 25 | -51,980 | -4.36% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,132,081 | 30,702 | 0.0% | 0.0% | 26 | +90,116 | 8.65% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 1,066,524 | 28,924 | 0.01% | 0.01% | 27 | -15,365 | -1.42% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 956,418 | 25,938 | 0.0% | 0.01% | 28 | -310,241 | -24.49% | Q4 2025 | Jan 29, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 950,000 | 25,764 | 2.4% | 1.92% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 846,054 | 22,944 | 0.06% | 0.07% | 30 | -86,741 | -9.3% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 761,478 | 20,651 | 0.01% | 0.0% | 31 | +544,989 | 251.74% | Q4 2025 | Feb 17, 2026 |
| Yaupon Capital Management LP | History | Added to | 732,700 | 19,870 | 0.72% | 0.58% | 32 | +232,700 | 46.54% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 729,481 | 19,783 | 0.04% | 72.74% | 33 | +210,177 | 40.47% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 707,033 | 19,174 | 0.01% | 0.0% | 34 | +388,272 | 121.81% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 706,580 | 19,162 | 0.24% | 0.31% | 35 | -163,344 | -18.78% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 628,215 | 17,037 | 0.09% | 0.0% | 36 | +619,622 | 7210.78% | Q4 2025 | Feb 09, 2026 |
| AEGIS FINANCIAL CORP | History | Reduced | 620,289 | 16,822 | 4.01% | 7.16% | 37 | -171 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Hara Capital LLC | History | Added to | 596,569 | 16,178 | 9.0% | 10.6% | 38 | +200 | 0.03% | Q4 2025 | Jan 15, 2026 |
| Voleon Capital Management LP | History | Added to | 549,621 | 14,905 | 0.32% | 0.32% | 39 | +120,087 | 27.96% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 539,255 | 14,624 | 0.02% | 0.01% | 40 | +342,455 | 174.01% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 529,594 | 14,351 | 0.02% | 0.0% | 41 | +483,918 | 1059.46% | Q4 2025 | Feb 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 515,400 | 13,977 | 0.01% | 0.01% | 42 | +86,000 | 20.03% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 496,032 | 13,452 | 0.02% | — | 43 | +496,032 | New | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 491,945 | 13,341 | 0.01% | 0.01% | 44 | +224,854 | 84.19% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 454,056 | 12,314 | 0.02% | 0.03% | 45 | -34,471 | -7.06% | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | Added to | 443,690 | 12,032 | 0.78% | 0.73% | 46 | +59,024 | 15.34% | Q4 2025 | Feb 17, 2026 |
| Soviero Asset Management, LP | History | Added to | 425,000 | 11,526 | 5.52% | 5.21% | 47 | +92,000 | 27.63% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 417,885 | 11,333 | 0.03% | 0.05% | 48 | -72,810 | -14.84% | Q4 2025 | Feb 17, 2026 |
| TOWLE & CO | History | Added to | 386,834 | 10,490 | 2.77% | 2.49% | 49 | +59,284 | 18.1% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 383,631 | 10,404 | 0.0% | 0.0% | 50 | -664,651 | -63.4% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 373,600 | 10,132 | 0.0% | 0.0% | 51 | +4,200 | 1.14% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 363,799 | 9,866 | 0.0% | 0.0% | 52 | -188,050 | -34.08% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 362,977 | 9,843 | 0.0% | 0.0% | 53 | +71,591 | 24.57% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 359,710 | 9,755 | 0.15% | 0.18% | 54 | -567 | -0.16% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 297,975 | 8,081 | 0.0% | 0.0% | 55 | -145,127 | -32.75% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 279,060 | 7,568 | 0.01% | 0.01% | 56 | -127,896 | -31.43% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 272,744 | 7,396 | 0.01% | 0.01% | 57 | -26,525 | -8.86% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 265,493 | 7,200 | 0.05% | — | 58 | +265,493 | New | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 264,654 | 7,177 | 0.0% | 0.01% | 59 | -321,103 | -54.82% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 257,881 | 6,993 | 0.01% | 0.0% | 60 | +196,397 | 319.43% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 257,013 | 6,970 | 0.02% | 0.04% | 61 | -187,867 | -42.23% | Q4 2025 | Feb 17, 2026 |
| Aventail Capital Group, LP | History | Added to | 255,742 | 6,935 | 0.4% | 0.28% | 63 | +55,417 | 27.66% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 255,750 | 6,935 | 0.01% | 0.01% | 62 | +44,425 | 21.02% | Q4 2025 | Feb 17, 2026 |
| Praetorian PR LLC | History | No change | 250,000 | 6,780 | 3.29% | 4.53% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 248,541 | 6,740 | 0.22% | 0.04% | 65 | +197,292 | 384.97% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | New | 233,429 | 6,330 | 0.01% | — | 66 | +233,429 | New | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 211,837 | 5,745 | 0.17% | 0.08% | 67 | +121,837 | 135.37% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 211,701 | 5,741 | 0.05% | 0.04% | 68 | +11,701 | 5.85% | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 208,922 | 5,665 | 0.0% | 0.0% | 69 | -30,721 | -12.82% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 200,693 | 5,442 | 0.0% | 0.0% | 70 | +11,449 | 6.05% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 200,650 | 5,441 | 0.01% | 0.01% | 71 | +8,681 | 4.52% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 196,815 | 5,337 | 0.02% | — | 72 | +196,815 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 178,237 | 4,833 | 0.0% | 0.0% | 73 | -7,072 | -3.82% | Q4 2025 | Feb 02, 2026 |
| Man Group plc | History | Added to | 177,423 | 4,811 | 0.01% | 0.01% | 74 | +78,919 | 80.12% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 172,848 | 4,687 | 0.0% | 0.0% | 75 | -7,913 | -4.38% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 172,277 | 4,672 | 0.04% | — | 76 | +172,277 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 171,200 | 4,642 | 0.0% | 0.0% | 77 | +3,100 | 1.84% | Q4 2025 | Feb 12, 2026 |
| VR Advisory Services Ltd | History | No change | 170,945 | 4,636 | 0.73% | 1.25% | 78 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 166,278 | 4,509 | 0.0% | 0.0% | 79 | -18,156 | -9.84% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Reduced | 154,326 | 4,185 | 0.01% | 0.03% | 80 | -118,682 | -43.47% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 148,107 | 4,016 | 0.03% | 0.05% | 81 | -70,264 | -32.18% | Q4 2025 | Feb 12, 2026 |
| Cinctive Capital Management LP | History | New | 147,325 | 3,995 | 0.22% | — | 82 | +147,325 | New | Q4 2025 | Feb 17, 2026 |
| Old West Investment Management, LLC | History | No change | 140,690 | 3,815 | 0.68% | 0.97% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 140,662 | 3,814 | 0.01% | 0.01% | 84 | +19,610 | 16.2% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 138,045 | 3,743 | 0.03% | 0.05% | 85 | -7,256 | -4.99% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 135,290 | 3,669 | 0.01% | — | 86 | +135,290 | New | Q4 2025 | Feb 10, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 135,065 | 3,662 | 0.27% | 0.04% | 87 | +118,416 | 711.25% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 132,928 | 3,605 | 0.0% | 0.0% | 88 | +22,411 | 20.28% | Q4 2025 | Feb 13, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 131,050 | 3,554 | 0.65% | 0.74% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 128,679 | 3,489 | 0.01% | 0.01% | 90 | +3,789 | 3.03% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 119,402 | 3,238 | 0.05% | 0.03% | 91 | +8,154 | 7.33% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 118,692 | 3,219 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 112,801 | 3,059 | 0.01% | 0.01% | 93 | +60,031 | 113.76% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 112,564 | 3,052 | 0.1% | 0.13% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 110,898 | 3,007 | 0.07% | — | 95 | +110,898 | New | Q4 2025 | Feb 17, 2026 |
| Sagefield Capital LP | History | New | 110,324 | 2,991 | 0.25% | — | 96 | +110,324 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 107,076 | 2,903 | 0.14% | — | 97 | +107,076 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 105,523 | 2,861 | 0.0% | 0.0% | 98 | +1,729 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 104,488 | 2,833 | 0.04% | 0.06% | 99 | -20,800 | -16.6% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 98,716 | 2,677 | 0.01% | 0.01% | 100 | -604 | -0.61% | Q4 2025 | Jan 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 94,194 | 2,554 | 0.01% | 0.01% | 101 | -2,662 | -2.75% | Q4 2025 | Jan 30, 2026 |
| J. Goldman & Co LP | History | New | 91,237 | 2,474 | 0.07% | — | 102 | +91,237 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 87,949 | 2,385 | 0.02% | 0.01% | 103 | +45,140 | 105.45% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 87,097 | 2,362 | 0.01% | 0.01% | 104 | -3,754 | -4.13% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 86,533 | 2,346 | 0.0% | 0.0% | 105 | -1,563 | -1.77% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 86,026 | 2,333 | 0.0% | 0.0% | 106 | +76,375 | 791.37% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 84,969 | 2,304 | 0.0% | 0.0% | 107 | -362,363 | -81.01% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 84,386 | 2,288 | 0.02% | 0.0% | 108 | +47,375 | 128.0% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 84,269 | 2,285 | 0.0% | 0.0% | 109 | -8,667 | -9.33% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 81,928 | 2,221 | 0.0% | 0.0% | 110 | +7,303 | 9.79% | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 81,873 | 2,220 | 0.38% | 0.06% | 111 | +69,241 | 548.14% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 80,524 | 2,183 | 0.0% | — | 112 | +80,524 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 79,929 | 2,168 | 0.0% | 0.04% | 113 | -282,609 | -77.95% | Q4 2025 | Jan 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 77,318 | 2,096 | 0.0% | 0.0% | 114 | -959 | -1.23% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 77,225 | 2,094 | 0.0% | 0.0% | 115 | -2,652 | -3.32% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 67,674 | 1,839 | 0.0% | 0.0% | 116 | +30,430 | 81.7% | Q4 2025 | Mar 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 68,315 | 1,829 | 0.0% | 0.0% | 117 | +19,505 | 39.96% | Q4 2025 | Feb 17, 2026 |
| Next Level Private LLC | History | Added to | 66,660 | 1,807 | 0.47% | 0.6% | 118 | +378 | 0.57% | Q4 2025 | Jan 07, 2026 |
| Cerity Partners LLC | History | Added to | 65,031 | 1,763 | 0.0% | 0.0% | 119 | +5,678 | 9.57% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 62,581 | 1,697 | 0.0% | 0.0% | 120 | +41,949 | 203.32% | Q4 2025 | Feb 17, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 61,662 | 1,672 | 0.04% | 0.03% | 121 | +20,153 | 48.55% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 60,182 | 1,632 | 0.02% | — | 122 | +60,182 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 59,519 | 1,615 | 0.0% | 0.0% | 123 | +722 | 1.23% | Q4 2025 | Feb 13, 2026 |
| Interval Partners, LP | History | New | 56,181 | 1,523 | 0.03% | — | 124 | +56,181 | New | Q4 2025 | Feb 17, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 55,310 | 1,500 | 0.25% | 0.27% | 125 | +1,482 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 54,759 | 1,485 | 0.04% | — | 127 | +54,759 | New | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 54,757 | 1,485 | 0.01% | — | 126 | +54,757 | New | Q4 2025 | Jan 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 50,997 | 1,383 | 0.0% | 0.0% | 128 | +12,497 | 32.46% | Q4 2025 | Feb 11, 2026 |
| Atom Investors LP | History | New | 50,438 | 1,367 | 0.11% | — | 129 | +50,438 | New | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 39,148 | 1,309 | 0.0% | 0.01% | 130 | -21,676 | -35.64% | Q4 2025 | Feb 18, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 47,646 | 1,292 | 0.0% | 0.0% | 131 | +32,343 | 211.35% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 47,381 | 1,284 | 0.0% | 0.0% | 132 | -21,458 | -31.17% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 46,553 | 1,262 | 0.02% | 0.01% | 133 | +24,158 | 107.87% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 44,931 | 1,218 | 0.03% | 0.02% | 134 | +13,592 | 43.37% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 43,588 | 1,182 | 0.0% | 0.0% | 135 | -44 | -0.1% | Q4 2025 | Jan 26, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 41,024 | 1,170 | 0.0% | 0.02% | 136 | -299,781 | -87.96% | Q4 2025 | Jan 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 42,023 | 1,139 | 0.01% | 0.02% | 137 | -10,688 | -20.28% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 41,982 | 1,138 | 0.03% | 0.09% | 138 | -86,941 | -67.44% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 41,234 | 1,118 | 0.06% | 0.08% | 139 | +2,572 | 6.65% | Q4 2025 | Feb 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 36,220 | 1,115 | 0.01% | 0.01% | 140 | -1,768 | -4.65% | Q4 2025 | Jan 21, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 40,670 | 1,103 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,306 | 1,097 | 0.0% | 0.0% | 142 | +511 | 1.28% | Q4 2025 | Jan 08, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 39,250 | 1,064 | 0.23% | 0.24% | 143 | -1,000 | -2.48% | Q4 2025 | Jan 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 38,943 | 1,056 | 0.0% | 0.02% | 144 | -145,223 | -78.85% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 38,940 | 1,056 | 0.0% | 0.0% | 145 | -21 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 37,771 | 1,024 | 0.0% | 0.0% | 146 | -33,529 | -47.03% | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 37,400 | 1,014 | 0.02% | 0.02% | 147 | +720 | 1.96% | Q4 2025 | Jan 14, 2026 |
| De Lisle Partners LLP | History | No change | 37,000 | 1,003 | 0.13% | 0.14% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 36,866 | 999 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 36,267 | 983 | 0.0% | 0.0% | 150 | +7,650 | 26.73% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,890 | 973 | 0.0% | 0.0% | 151 | +8,160 | 29.43% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 34,685 | 941 | 0.01% | 0.01% | 152 | -1,416 | -3.92% | Q4 2025 | Feb 05, 2026 |
| Numerai GP LLC | History | New | 34,639 | 939 | 0.11% | — | 153 | +34,639 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 34,231 | 928 | 0.01% | 0.01% | 154 | -3,707 | -9.77% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 32,121 | 871 | 0.0% | 0.0% | 155 | -2,359 | -6.84% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 31,264 | 847 | 0.0% | — | 156 | +31,264 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,028 | 842 | 0.0% | — | 157 | +31,028 | New | Q4 2025 | Feb 17, 2026 |
| Dauntless Investment Group, LLC | History | Added to | 30,805 | 835 | 0.66% | 0.55% | 158 | +1,556 | 5.32% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 30,472 | 826 | 0.07% | 0.03% | 159 | +20,064 | 192.77% | Q4 2025 | Feb 06, 2026 |
| SummitTX Capital, L.P. | History | New | 30,289 | 821 | 0.02% | — | 160 | +30,289 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 30,186 | 818 | 0.0% | 0.01% | 161 | -65,051 | -68.3% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 28,557 | 774 | 0.0% | 0.0% | 162 | -162 | -0.56% | Q4 2025 | Jan 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,328 | 741 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 31,060 | 719 | 0.01% | — | 164 | +31,060 | New | Q4 2025 | Jan 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 26,333 | 714 | 0.01% | 0.01% | 165 | -14,000 | -34.71% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 25,536 | 692 | 0.0% | 0.01% | 166 | -7,660 | -23.08% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 24,497 | 664 | 0.0% | 0.0% | 167 | -1,169 | -4.55% | Q4 2025 | Jan 28, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 23,496 | 637 | 0.01% | 0.01% | 168 | -3,169 | -11.88% | Q4 2025 | Jan 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 23,284 | 631 | 0.01% | 0.01% | 169 | +172 | 0.74% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 23,095 | 626 | 0.01% | 0.01% | 170 | -112 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,800 | 618 | 0.01% | 0.01% | 171 | -100 | -0.44% | Q4 2025 | Jan 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 22,083 | 598 | 0.02% | 0.02% | 172 | -322 | -1.44% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,690 | 588 | 0.0% | 0.0% | 173 | +16,103 | 288.22% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 21,672 | 587 | 0.0% | 0.0% | 174 | +8,817 | 68.59% | Q4 2025 | Jan 28, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 21,622 | 586 | 0.0% | 0.0% | 175 | -1,288 | -5.62% | Q4 2025 | Feb 17, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 21,384 | 579 | 0.03% | 0.1% | 176 | -33,877 | -61.3% | Q4 2025 | Feb 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 21,263 | 576 | 0.0% | 0.0% | 177 | +2,904 | 15.82% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 21,048 | 571 | 0.0% | 0.0% | 178 | +1,351 | 6.86% | Q4 2025 | Jan 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 20,797 | 564 | 0.02% | 0.02% | 179 | +49 | 0.24% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 20,583 | 558 | 0.0% | 0.0% | 180 | -500 | -2.37% | Q4 2025 | Feb 10, 2026 |
| Havemeyer Place LP | History | New | 20,307 | 550 | 0.11% | — | 181 | +20,307 | New | Q4 2025 | Feb 11, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 20,019 | 542 | 0.06% | 0.35% | 182 | -81,444 | -80.27% | Q4 2025 | Feb 03, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 19,814 | 537 | 0.04% | 0.06% | 183 | -12,615 | -38.9% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Added to | 19,473 | 528 | 0.0% | 0.0% | 184 | +2,635 | 15.65% | Q4 2025 | Feb 24, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 19,400 | 526 | 0.0% | 0.0% | 185 | -200 | -1.02% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Added to | 18,608 | 504 | 0.0% | 0.0% | 186 | +774 | 4.34% | Q4 2025 | Feb 06, 2026 |
| Bridgefront Capital, LLC | History | New | 18,578 | 503 | 0.13% | — | 187 | +18,578 | New | Q4 2025 | Feb 13, 2026 |
| Dockside LLC | History | New | 18,556 | 503 | 0.13% | — | 188 | +18,556 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,521 | 502 | 0.0% | 0.0% | 189 | -352 | -1.87% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18,508 | 501 | 0.01% | 0.0% | 190 | +13,442 | 265.34% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 18,500 | 501 | 0.0% | 0.0% | 191 | -10,300 | -35.76% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 18,403 | 499 | 0.01% | 0.01% | 192 | +93 | 0.51% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 17,000 | 461 | 0.01% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Polymer Capital Management (US) LLC | History | New | 16,974 | 460 | 0.05% | — | 194 | +16,974 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | New | 16,701 | 452 | 0.01% | — | 195 | +16,701 | New | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 16,455 | 446 | 0.01% | 0.01% | 196 | -100 | -0.6% | Q4 2025 | Feb 04, 2026 |
| Caption Management, LLC | History | New | 16,000 | 433 | 0.0% | — | 197 | +16,000 | New | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 15,832 | 429 | 0.17% | — | 198 | +15,832 | New | Q4 2025 | Feb 17, 2026 |
| MorganRosel Wealth Management, LLC | History | New | 15,530 | 421 | 0.11% | — | 200 | +15,530 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 15,542 | 421 | 0.0% | 0.01% | 199 | -18 | -0.12% | Q4 2025 | Feb 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 14,912 | 404 | 0.02% | 0.03% | 201 | +625 | 4.37% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 14,956 | 402 | 0.0% | 0.0% | 202 | -2,888 | -16.18% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 14,477 | 392 | 0.01% | — | 204 | +14,477 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,486 | 392 | 0.0% | 0.0% | 203 | +7,581 | 109.79% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 13,924 | 377 | 0.0% | 0.0% | 205 | +29 | 0.21% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,874 | 376 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 12,882 | 349 | 0.08% | 0.12% | 207 | -12,013 | -48.25% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 12,807 | 347 | 0.0% | 0.0% | 208 | -2,673 | -17.27% | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 12,717 | 344 | 0.05% | 0.03% | 209 | +5,910 | 86.82% | Q4 2025 | Feb 11, 2026 |
| Cherokee Insurance Co | History | No change | 12,700 | 344 | 0.14% | 0.16% | 210 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 12,485 | 338 | 0.0% | 0.0% | 211 | +3,299 | 35.91% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,309 | 333 | 0.0% | 0.0% | 212 | +483 | 4.08% | Q4 2025 | Mar 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,232 | 332 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 12,145 | 329 | 0.0% | 0.0% | 214 | +111 | 0.92% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,126 | 328 | 0.0% | 0.0% | 215 | +1,364 | 12.67% | Q4 2025 | Feb 13, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 100,000 | 325 | 0.03% | 0.04% | 216 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| XTX Topco Ltd | History | Reduced | 11,917 | 323 | 0.01% | 0.06% | 217 | -25,028 | -67.74% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,773 | 319 | 0.0% | 0.0% | 218 | -2,727 | -18.81% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,748 | 318 | 0.0% | 0.0% | 219 | +633 | 5.7% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,429 | 309 | 0.0% | 0.0% | 220 | +1,432 | 14.32% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | New | 11,248 | 305 | 0.0% | — | 221 | +11,248 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 11,179 | 303 | 0.0% | 0.0% | 222 | -48,791 | -81.36% | Q4 2025 | Jan 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 11,163 | 302 | 0.03% | — | 224 | +11,163 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,170 | 302 | 0.0% | 0.0% | 223 | +190 | 1.73% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,130 | 301 | 0.0% | 0.01% | 225 | -1,231 | -9.96% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,780 | 292 | 0.0% | 0.0% | 226 | -349 | -3.14% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | Reduced | 10,616 | 287 | 0.15% | 0.29% | 228 | -6,347 | -37.42% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Added to | 10,616 | 287 | 0.01% | 0.01% | 227 | +504 | 4.98% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 10,254 | 278 | 0.01% | 0.01% | 229 | +24 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,900 | 268 | 0.0% | 0.0% | 230 | +325 | 3.39% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 9,579 | 259 | 0.0% | 0.0% | 231 | -929 | -8.84% | Q4 2025 | Feb 11, 2026 |
| Phocas Financial Corp. | History | Reduced | 9,523 | 258 | 0.03% | 0.04% | 232 | -58 | -0.61% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,548 | 258 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BFSG, LLC | History | No change | 9,275 | 251 | 0.02% | 0.03% | 234 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 8,872 | 240 | 0.0% | 0.0% | 235 | -12 | -0.14% | Q4 2025 | Jan 20, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 8,290 | 224 | 0.02% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,865 | 213 | 0.0% | — | 237 | +7,865 | New | Q4 2025 | Feb 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,810 | 211 | 0.0% | — | 238 | +7,810 | New | Q4 2025 | Jan 27, 2026 |
| PEAK6 LLC | History | Reduced | 7,700 | 208 | 0.0% | 0.01% | 239 | -124,925 | -94.19% | Q4 2025 | Mar 12, 2026 |
| LPL Financial LLC | History | Reduced | 7,632 | 206 | 0.0% | 0.0% | 240 | -553 | -6.76% | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | New | 7,516 | 203 | 0.02% | — | 242 | +7,516 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,502 | 203 | 0.0% | 0.0% | 241 | +34 | 0.46% | Q4 2025 | Feb 11, 2026 |
| Apriem Advisors | History | Reduced | 7,424 | 201 | 0.02% | 0.02% | 243 | -323 | -4.17% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,869 | 186 | 0.0% | 0.0% | 244 | -12,600 | -64.72% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 6,800 | 184 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,590 | 178 | 0.0% | 0.0% | 246 | -304 | -4.41% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | Reduced | 6,510 | 177 | 0.1% | 0.11% | 247 | -266 | -3.93% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Reduced | 6,200 | 168 | 0.03% | 0.05% | 248 | -3,100 | -33.33% | Q4 2025 | Jan 06, 2026 |
| State of Wyoming | History | Added to | 6,210 | 168 | 0.02% | 0.02% | 249 | +1,247 | 25.13% | Q4 2025 | Feb 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 5,948 | 161 | 0.01% | 0.0% | 250 | -204 | -3.32% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,742 | 155 | 0.0% | 0.0% | 251 | +26 | 0.45% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 5,339 | 144 | 0.0% | 0.01% | 252 | -7,705 | -59.07% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,216 | 141 | 0.01% | 0.02% | 253 | -3,370 | -39.25% | Q4 2025 | Feb 20, 2026 |
| GAMMA Investing LLC | History | Added to | 5,202 | 141 | 0.01% | 0.01% | 254 | +161 | 3.19% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,032 | 136 | 0.01% | — | 255 | +5,032 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 5,005 | 135 | 0.02% | 0.02% | 256 | +2,173 | 76.73% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,849 | 131 | 0.0% | 0.0% | 257 | -958 | -16.5% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 4,603 | 124 | 0.05% | 0.0% | 258 | +4,553 | 9106.0% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,667 | 106 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,797 | 102 | 0.0% | 0.0% | 260 | +211 | 5.88% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,539 | 95 | 0.0% | 0.0% | 261 | -21 | -0.59% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,208 | 86 | 0.0% | — | 262 | +3,208 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,940 | 79 | 0.0% | 0.0% | 263 | -5,135 | -63.59% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,863 | 77 | 0.0% | 0.0% | 265 | +59 | 2.1% | Q4 2025 | Jan 23, 2026 |
| KBC Group NV | History | No change | 2,844 | 77 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 2,786 | 76 | 0.01% | 0.01% | 266 | -48 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | Reduced | 2,471 | 67 | 0.01% | 0.05% | 268 | -7,134 | -74.27% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,491 | 67 | 0.02% | 0.07% | 267 | +1,331 | 114.74% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 2,291 | 62 | 0.0% | — | 269 | +2,291 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,211 | 59 | 0.0% | 0.0% | 270 | +2,147 | 3354.69% | Q4 2025 | Feb 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,196 | 57 | 0.0% | — | 271 | +2,196 | New | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,053 | 55 | 0.0% | 0.0% | 272 | -46 | -2.19% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,042 | 55 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,671 | 45 | 0.01% | — | 274 | +1,671 | New | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,560 | 42 | 0.0% | 0.0% | 275 | +261 | 20.09% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,159 | 40 | 0.0% | — | 276 | +1,159 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,466 | 38 | 0.0% | 0.0% | 277 | +579 | 65.28% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,374 | 37 | 0.0% | 0.0% | 279 | -38 | -2.69% | Q4 2025 | Jan 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,398 | 37 | 0.0% | 0.0% | 278 | -7 | -0.5% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,235 | 36 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quent Capital, LLC | History | No change | 1,361 | 36 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 1,146 | 31 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,108 | 30 | 0.0% | 0.0% | 283 | -67 | -5.7% | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 1,089 | 29 | 0.01% | — | 285 | +1,089 | New | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,061 | 29 | 0.0% | 0.0% | 284 | +223 | 26.61% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,029 | 27 | 0.02% | 0.14% | 287 | -8,959 | -89.7% | Q4 2025 | Jan 27, 2026 |
| DV Trading LLC | History | New | 1,000 | 27 | 0.0% | — | 286 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 907 | 24 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 864 | 23 | 0.0% | 0.0% | 289 | +13 | 1.53% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | No change | 761 | 21 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Founders Capital Management | History | No change | 800 | 21 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | No change | 792 | 21 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | Reduced | 700 | 18 | 0.0% | 0.0% | 295 | -2,370 | -77.2% | Q4 2025 | Jan 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 666 | 18 | 0.0% | — | 294 | +666 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 655 | 18 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 500 | 13 | 0.0% | — | 296 | +500 | New | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 516 | 13 | 0.0% | 0.0% | 297 | -29 | -5.32% | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 450 | 12 | 0.0% | — | 299 | +450 | New | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 459 | 12 | 0.0% | 0.0% | 300 | +241 | 110.55% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 455 | 12 | 0.0% | 0.0% | 298 | -104 | -18.6% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 468 | 12 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 401 | 10 | 0.01% | 0.01% | 303 | -621 | -60.76% | Q4 2025 | Feb 18, 2026 |
| Covestor Ltd | History | No change | 352 | 10 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 342 | 9 | 0.0% | 0.0% | 305 | -382 | -52.76% | Q4 2025 | Mar 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 350 | 9 | 0.0% | 0.0% | 304 | +49 | 16.28% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | New | 309 | 8 | 0.0% | — | 306 | +309 | New | Q4 2025 | Jan 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 325 | 8 | 0.0% | 0.0% | 308 | -183 | -36.02% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 320 | 8 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 282 | 7 | 0.0% | 0.0% | 309 | -1,540 | -84.52% | Q4 2025 | Feb 09, 2026 |
| Kemnay Advisory Services Inc. | History | New | 280 | 7 | 0.0% | — | 311 | +280 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 294 | 7 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elyxium Wealth, LLC | History | New | 241 | 6 | 0.0% | — | 313 | +241 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | No change | 229 | 6 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aventura Private Wealth, LLC | History | No change | 240 | 6 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Red Tortoise LLC | History | No change | 208 | 5 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hilltop National Bank | History | No change | 200 | 5 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Arax Advisory Partners | History | Reduced | 184 | 4 | 0.0% | 0.01% | 319 | -19,650 | -99.07% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 181 | 4 | 0.0% | 0.0% | 317 | -33 | -15.42% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 166 | 4 | 0.0% | 0.0% | 320 | -18 | -9.78% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 182 | 4 | 0.0% | 0.0% | 318 | +16 | 9.64% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 169 | 4 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 129 | 3 | 0.0% | — | 322 | +129 | New | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 120 | 3 | 0.0% | — | 325 | +120 | New | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 143 | 3 | 0.0% | 0.0% | 323 | +1 | 0.7% | Q4 2025 | Feb 03, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 117 | 3 | 0.0% | 0.0% | 324 | +1 | 0.86% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 110 | 2 | 0.0% | 0.0% | 327 | +70 | 175.0% | Q4 2025 | Jan 14, 2026 |
| WPG Advisers, LLC | History | Added to | 93 | 2 | 0.0% | 0.0% | 332 | +19 | 25.68% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 88 | 2 | 0.0% | 0.0% | 328 | -18 | -16.98% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 89 | 2 | 0.0% | 0.0% | 331 | -7 | -7.29% | Q4 2025 | Jan 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 104 | 2 | 0.0% | 0.0% | 329 | +1 | 0.97% | Q4 2025 | Feb 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 90 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 48 | 1 | 0.0% | 0.0% | 333 | -72 | -60.0% | Q4 2025 | Jan 23, 2026 |
| Inspire Investing, LLC | History | New | 53 | 1 | 0.0% | — | 336 | +53 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 59 | 1 | 0.0% | — | 340 | +27 | 84.38% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 42 | 1 | 0.0% | — | 334 | +16 | 61.54% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 45 | 1 | 0.0% | 0.0% | 341 | +3 | 7.14% | Q4 2025 | Jan 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 43 | 1 | 0.0% | 0.0% | 337 | +1 | 2.38% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 69 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 52 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -547,546 | -100.0% | Q3 2025 | Nov 12, 2025 |
| One Fin Capital Management LP | History | Closed out | 0 | 0 | — | 2.48% | — | -250,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corigliano Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 2.38% | — | -244,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.15% | — | -212,964 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -112,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.07% | — | -100,875 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.12% | — | -97,798 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 1.01% | — | -96,394 | -100.0% | Q3 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -90,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,510 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -55,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -44,427 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -38,080 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -27,280 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -24,036 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -22,965 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -19,042 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.1% | — | -17,046 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,719 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,018 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,413 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,797 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,569 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,494 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.03% | — | -8,322 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,735 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,634 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,830 | -100.0% | Q3 2025 | Nov 14, 2025 |
| REGATTA CAPITAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,743 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -5,364 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,057 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -649 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -631 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -524 | -100.0% | Q3 2025 | Nov 19, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Manchester Capital Management LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 20 | 0 | — | 0.0% | — | -24 | -54.55% | Q4 2025 | Jan 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Oct 07, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 24 | 0 | — | — | — | +21 | 700.0% | Q4 2025 | Jan 16, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trust Co | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 33 | 0 | — | — | — | +12 | 57.14% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Avion Wealth | History | No change | 34 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |