Prestige Consumer Healthcare Inc. - PBH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 43 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 | 7,662,054 | 472,672 | 0.01% | 0.01% | 1 | +68,755 | 0.91% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,388,758 | 332,432 | 0.0% | 0.01% | 2 | -103,990 | -1.89% | Q4 2025 | Jan 29, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 4,102,497 | 253,083 | 2.73% | 2.4% | 3 | +507,538 | 14.12% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,581,067 | 159,227 | 0.03% | 0.03% | 4 | -10,677 | -0.41% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,137,620 | 131,869 | 0.35% | 0.34% | 5 | -76,269 | -3.45% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,992,497 | 122,917 | 0.0% | 0.0% | 6 | +27,721 | 1.41% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,613,460 | 98,776 | 0.16% | 0.16% | 7 | +21,085 | 1.32% | Q4 2025 | Jan 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,431,561 | 88,325 | 0.01% | 0.01% | 8 | -5,872 | -0.41% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,421,966 | 87,721 | 0.13% | — | 9 | +1,421,966 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,202,927 | 74,208 | 0.0% | 0.0% | 10 | +71,078 | 6.28% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 1,179,636 | 72,771 | 0.59% | 0.51% | 11 | +37,819 | 3.31% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 738,654 | 45,567 | 0.01% | 0.01% | 12 | +35,126 | 4.99% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 729,411 | 44,997 | 0.01% | 0.01% | 13 | -18,295 | -2.45% | Q4 2025 | Feb 17, 2026 |
| Boston Trust Walden Corp | History | Reduced | 713,772 | 44,032 | 0.33% | 0.36% | 14 | -72,314 | -9.2% | Q4 2025 | Jan 28, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 650,793 | 40,147 | 0.01% | 0.01% | 15 | +60,496 | 10.25% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 610,751 | 37,915 | 0.01% | 0.01% | 16 | -27,181 | -4.26% | Q4 2025 | Feb 18, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 615,215 | 37,811 | 0.03% | 0.01% | 17 | +520,186 | 547.4% | Q4 2025 | Jan 08, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 606,737 | 37,429 | 0.28% | 0.16% | 18 | +292,744 | 93.23% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 599,024 | 36,953 | 0.0% | — | 19 | +599,024 | New | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 584,021 | 36,028 | 0.01% | 0.01% | 20 | +40,950 | 7.54% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 566,026 | 34,918 | 0.0% | 0.0% | 21 | -49,388 | -8.03% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Added to | 561,497 | 34,638 | 0.01% | 0.0% | 22 | +291,425 | 107.91% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 558,476 | 34,453 | 0.0% | 0.0% | 23 | +10,611 | 1.94% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 526,627 | 32,487 | 0.0% | 0.0% | 24 | -113,183 | -17.69% | Q4 2025 | Mar 25, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 525,581 | 32,423 | 0.03% | — | 25 | +525,581 | New | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 500,600 | 30,882 | 1.7% | 1.73% | 26 | -9,068 | -1.78% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 473,137 | 29,187 | 0.02% | 0.02% | 27 | -64,888 | -12.06% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 424,230 | 26,170 | 0.0% | 0.0% | 28 | +3,765 | 0.9% | Q4 2025 | Jan 29, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 387,321 | 23,893 | 1.21% | 1.0% | 29 | +73,162 | 23.29% | Q4 2025 | Feb 05, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 339,018 | 20,914 | 0.15% | 0.12% | 30 | +43,595 | 14.76% | Q4 2025 | Jan 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 324,898 | 20,042 | 0.0% | 0.0% | 31 | -27,202 | -7.73% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 309,931 | 19,121 | 0.03% | 0.03% | 32 | +32,331 | 11.65% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 301,713 | 18,612 | 0.0% | 0.0% | 33 | +3,564 | 1.2% | Q4 2025 | Feb 13, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 294,932 | 18,194 | 1.0% | 1.05% | 34 | -30,873 | -9.48% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 289,694 | 17,871 | 0.02% | 0.02% | 35 | -12,172 | -4.03% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 273,885 | 16,895 | 0.01% | 0.01% | 36 | -19,824 | -6.75% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 271,814 | 16,768 | 0.01% | 0.01% | 37 | +7,397 | 2.8% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | Added to | 271,379 | 16,741 | 0.0% | 0.0% | 38 | +16,368 | 6.42% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 243,661 | 15,031 | 0.0% | 0.0% | 39 | +197,156 | 423.95% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 237,983 | 14,681 | 0.02% | 0.02% | 40 | +21,384 | 9.87% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 232,275 | 14,329 | 0.07% | — | 41 | +232,275 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 229,506 | 14,158 | 0.0% | 0.0% | 42 | -229,722 | -50.02% | Q4 2025 | Feb 11, 2026 |
| Tributary Capital Management, LLC | History | Added to | 223,537 | 13,789 | 1.36% | 1.07% | 43 | +33,832 | 17.83% | Q4 2025 | Jan 27, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 209,677 | 12,934 | 0.01% | 0.01% | 44 | -42,539 | -16.87% | Q4 2025 | Jan 30, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 203,877 | 12,577 | 0.51% | 0.49% | 45 | +10,887 | 5.64% | Q4 2025 | Feb 09, 2026 |
| Man Group plc | History | Added to | 173,865 | 10,725 | 0.02% | 0.01% | 46 | +64,755 | 59.35% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 168,441 | 10,391 | 0.29% | 0.2% | 47 | +59,417 | 54.5% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 168,110 | 10,370 | 0.0% | 0.0% | 48 | -79,948 | -32.23% | Q4 2025 | Feb 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 166,372 | 10,263 | 0.03% | 0.04% | 49 | -25,552 | -13.31% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 160,733 | 9,915 | 0.01% | 0.01% | 50 | +510 | 0.32% | Q4 2025 | Feb 13, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 151,655 | 9,355 | 0.16% | 0.16% | 51 | +140 | 0.09% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 151,396 | 9,339 | 0.01% | 0.01% | 52 | -4,704 | -3.01% | Q4 2025 | Feb 13, 2026 |
| Impax Asset Management Group plc | History | Added to | 130,000 | 8,019 | 0.05% | 0.04% | 53 | +20,000 | 18.18% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Reduced | 123,115 | 7,594 | 0.0% | 0.0% | 54 | -6,824 | -5.25% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 121,850 | 7,516 | 0.01% | 0.01% | 55 | -6,073 | -4.75% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 116,490 | 7,186 | 0.01% | 0.01% | 56 | -10,220 | -8.07% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 106,270 | 6,555 | 0.0% | 0.0% | 57 | +5,223 | 5.17% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 101,848 | 6,283 | 0.02% | 0.02% | 58 | -12,711 | -11.1% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 100,888 | 6,223 | 0.02% | 0.02% | 59 | +10,915 | 12.13% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 99,388 | 6,131 | 0.0% | 0.0% | 60 | +2,151 | 2.21% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 97,818 | 6,034 | 0.0% | 0.0% | 61 | -6,420 | -6.16% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 97,750 | 6,030 | 0.06% | 0.04% | 62 | +39,685 | 68.35% | Q4 2025 | Feb 09, 2026 |
| Swiss National Bank | History | Added to | 97,100 | 5,990 | 0.0% | 0.0% | 63 | +1,700 | 1.78% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 96,602 | 5,959 | 0.01% | 0.02% | 64 | -132,600 | -57.85% | Q4 2025 | Feb 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 94,789 | 5,847 | 0.17% | 0.17% | 65 | -118 | -0.12% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Added to | 94,490 | 5,829 | 0.0% | 0.0% | 66 | +8,084 | 9.36% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 90,968 | 5,611 | 0.02% | 0.01% | 67 | +54,621 | 150.28% | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 86,576 | 5,340 | 0.22% | 0.23% | 68 | +508 | 0.59% | Q4 2025 | Jan 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 81,254 | 5,012 | 0.02% | 0.02% | 69 | -4,272 | -4.99% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 80,770 | 4,982 | 0.0% | 0.0% | 70 | -652,734 | -88.99% | Q4 2025 | Feb 17, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 74,991 | 4,626 | 0.25% | 0.21% | 71 | +10,615 | 16.49% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 72,045 | 4,444 | 0.01% | 0.01% | 72 | +990 | 1.39% | Q4 2025 | Feb 17, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 70,953 | 4,377 | 0.18% | 0.19% | 73 | +2,333 | 3.4% | Q4 2025 | Feb 02, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 70,450 | 4,347 | 2.46% | 2.57% | 74 | -2,500 | -3.43% | Q4 2025 | Feb 03, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Added to | 69,669 | 4,297 | 0.05% | 0.06% | 75 | +5,106 | 7.91% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 66,325 | 4,092 | 0.01% | 0.02% | 76 | -17,114 | -20.51% | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 63,661 | 3,927 | 0.0% | 0.0% | 77 | -12,669 | -16.6% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 62,635 | 3,863 | 0.0% | 0.0% | 78 | -36,913 | -37.08% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | New | 60,131 | 3,709 | 0.53% | — | 79 | +60,131 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 58,641 | 3,617 | 0.01% | 0.01% | 80 | -3,887 | -6.22% | Q4 2025 | Jan 28, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 57,717 | 3,560 | 0.06% | 0.05% | 81 | +7,370 | 14.64% | Q4 2025 | Jan 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,190 | 3,528 | 0.01% | 0.01% | 82 | -945 | -1.63% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 52,535 | 3,242 | 0.0% | — | 83 | +52,535 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 52,219 | 3,221 | 0.0% | 0.0% | 84 | -3,334 | -6.0% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 51,958 | 3,205 | 0.03% | 0.04% | 85 | -27,477 | -34.59% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 49,401 | 3,047 | 0.01% | 0.0% | 86 | +37,106 | 301.8% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 47,193 | 2,911 | 0.0% | 0.0% | 87 | -61 | -0.13% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,988 | 2,837 | 0.01% | 0.01% | 88 | +12,201 | 36.11% | Q4 2025 | Feb 05, 2026 |
| OSSIAM | History | No change | 43,300 | 2,671 | 0.05% | 0.03% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 42,533 | 2,623 | 0.07% | — | 90 | +42,533 | New | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 42,230 | 2,605 | 0.07% | 0.06% | 91 | +5,089 | 13.7% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 40,952 | 2,524 | 0.0% | 0.0% | 92 | -10,046 | -19.7% | Q4 2025 | Feb 13, 2026 |
| Dean Capital Management | History | New | 40,899 | 2,523 | 1.07% | — | 93 | +40,899 | New | Q4 2025 | Feb 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 40,562 | 2,502 | 0.0% | 0.0% | 94 | +1,998 | 5.18% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 37,089 | 2,288 | 0.0% | 0.0% | 95 | -2,465 | -6.23% | Q4 2025 | Feb 05, 2026 |
| Bridgefront Capital, LLC | History | New | 36,123 | 2,228 | 0.56% | — | 96 | +36,123 | New | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Reduced | 36,004 | 2,221 | 0.08% | 0.13% | 97 | -17,103 | -32.2% | Q4 2025 | Feb 03, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 35,324 | 2,179 | 0.0% | — | 98 | +35,324 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 34,121 | 2,104 | 0.0% | 0.0% | 99 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 32,139 | 1,982 | 0.0% | 0.0% | 100 | +18,313 | 132.45% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 31,099 | 1,918 | 0.0% | 0.0% | 101 | +13,069 | 72.48% | Q4 2025 | Feb 17, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 30,459 | 1,879 | 0.16% | 0.17% | 102 | -801 | -2.56% | Q4 2025 | Feb 09, 2026 |
| Assenagon Asset Management S.A. | History | No change | 30,286 | 1,868 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,258 | 1,743 | 0.0% | 0.0% | 104 | +4,142 | 17.18% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 27,972 | 1,725 | 0.01% | 0.01% | 105 | -1,681 | -5.67% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | Added to | 27,774 | 1,713 | 0.15% | 0.03% | 106 | +23,382 | 532.38% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 27,383 | 1,688 | 0.02% | 0.02% | 107 | -204 | -0.74% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 27,201 | 1,678 | 0.01% | 0.01% | 108 | -2,232 | -7.58% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 26,956 | 1,662 | 0.0% | 0.0% | 109 | -2,099 | -7.22% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 26,020 | 1,605 | 0.22% | — | 110 | +26,020 | New | Q4 2025 | Feb 09, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 25,833 | 1,593 | 0.02% | 0.02% | 111 | -1,174 | -4.35% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,284 | 1,559 | 0.0% | 0.0% | 112 | -609 | -2.35% | Q4 2025 | Mar 09, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 24,867 | 1,528 | 0.0% | 0.0% | 113 | +4,660 | 23.06% | Q4 2025 | Mar 20, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 24,171 | 1,491 | 0.01% | 0.01% | 114 | -12,529 | -34.14% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 23,292 | 1,436 | 0.0% | 0.0% | 115 | -226 | -0.96% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 23,200 | 1,431 | 0.01% | 0.0% | 116 | +4,700 | 25.41% | Q4 2025 | Jan 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,016 | 1,419 | 0.0% | 0.0% | 117 | +23 | 0.1% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 22,589 | 1,392 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,229 | 1,371 | 0.0% | 0.0% | 119 | -582 | -2.55% | Q4 2025 | Feb 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,000 | 1,357 | 0.02% | 0.02% | 120 | -600 | -2.65% | Q4 2025 | Jan 16, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 21,504 | 1,326 | 0.0% | 0.0% | 121 | -131 | -0.61% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 21,469 | 1,324 | 0.01% | 0.01% | 122 | -1,142 | -5.05% | Q4 2025 | Jan 12, 2026 |
| Olstein Capital Management, L.P. | History | No change | 21,000 | 1,295 | 0.27% | 0.25% | 123 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 19,997 | 1,233 | 0.02% | 0.01% | 124 | +7,427 | 59.09% | Q4 2025 | Feb 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 19,574 | 1,207 | 0.01% | — | 125 | +19,574 | New | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | New | 19,148 | 1,181 | 0.09% | — | 126 | +19,148 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 19,133 | 1,180 | 0.01% | 0.01% | 127 | -3,174 | -14.23% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 18,573 | 1,145 | 0.0% | 0.0% | 128 | -63,813 | -77.46% | Q4 2025 | Feb 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 18,526 | 1,142 | 0.22% | 0.16% | 129 | +4,723 | 34.22% | Q4 2025 | Jan 28, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 17,774 | 1,096 | 0.42% | 0.46% | 130 | -1,500 | -7.78% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,709 | 1,092 | 0.0% | 0.0% | 131 | +4,325 | 32.31% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | No change | 17,609 | 1,086 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 16,709 | 1,081 | 0.05% | 0.06% | 133 | +829 | 5.22% | Q4 2025 | Feb 03, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 16,798 | 1,036 | 0.0% | 0.01% | 134 | -15,701 | -48.31% | Q4 2025 | Jan 30, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 16,049 | 1,034 | 0.0% | 0.0% | 135 | +435 | 2.79% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 16,498 | 1,017 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 15,746 | 971 | 0.0% | 0.0% | 137 | -13,198 | -45.6% | Q4 2025 | Feb 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 15,328 | 946 | 0.06% | 0.04% | 138 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 15,175 | 936 | 0.01% | 0.01% | 139 | -3,674 | -19.49% | Q4 2025 | Feb 05, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 15,177 | 936 | 0.19% | 0.24% | 140 | -3,173 | -17.29% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 15,028 | 935 | 0.01% | 0.01% | 141 | +1,151 | 8.29% | Q4 2025 | Jan 23, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 15,040 | 927 | 0.07% | 0.09% | 142 | -4,527 | -23.14% | Q4 2025 | Feb 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 14,600 | 900 | 0.0% | 0.0% | 143 | +10,000 | 217.39% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 14,019 | 865 | 0.01% | 0.01% | 144 | -123 | -0.87% | Q4 2025 | Feb 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,268 | 859 | 0.01% | 0.01% | 145 | -2,267 | -14.59% | Q4 2025 | Jan 21, 2026 |
| Handelsbanken Fonder AB | History | No change | 13,881 | 856 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 13,838 | 853 | 0.01% | 0.01% | 147 | -140 | -1.0% | Q4 2025 | Feb 18, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 13,682 | 844 | 0.05% | 0.05% | 148 | -700 | -4.87% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 13,692 | 844 | 0.0% | 0.0% | 149 | -285 | -2.04% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 13,657 | 842 | 0.0% | 0.0% | 150 | -911 | -6.25% | Q4 2025 | Jan 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 13,572 | 837 | 0.0% | 0.0% | 151 | -5,024 | -27.02% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 13,413 | 827 | 0.03% | 0.03% | 152 | -2,479 | -15.6% | Q4 2025 | Jan 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 13,121 | 809 | 0.01% | 0.01% | 153 | -1,149 | -8.05% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 13,106 | 808 | 0.0% | 0.0% | 154 | -22,791 | -63.49% | Q4 2025 | Feb 11, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 12,696 | 783 | 0.08% | 0.07% | 155 | +986 | 8.42% | Q4 2025 | Jan 21, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 12,617 | 778 | 0.01% | 0.02% | 156 | +1,705 | 15.63% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,376 | 763 | 0.0% | 0.0% | 158 | +2,430 | 24.43% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,373 | 763 | 0.01% | 0.01% | 157 | -1,710 | -12.14% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 12,178 | 751 | 0.0% | — | 159 | +12,178 | New | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 12,056 | 743 | 0.01% | 0.01% | 160 | -354 | -2.85% | Q4 2025 | Jan 14, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 11,984 | 739 | 0.01% | — | 161 | +11,984 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,904 | 734 | 0.0% | 0.0% | 162 | -629 | -5.02% | Q4 2025 | Feb 10, 2026 |
| Vestcor Inc | History | Added to | 11,348 | 700 | 0.02% | 0.01% | 163 | +4,154 | 57.74% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,238 | 693 | 0.0% | 0.0% | 164 | -8,238 | -42.3% | Q4 2025 | Feb 10, 2026 |
| Voleon Capital Management LP | History | Added to | 11,146 | 687 | 0.01% | 0.01% | 165 | +5,912 | 112.95% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,959 | 676 | 0.01% | 0.01% | 166 | -100 | -0.9% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 10,881 | 671 | 0.0% | 0.0% | 167 | +357 | 3.39% | Q4 2025 | Feb 17, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 10,508 | 648 | 0.06% | 0.05% | 168 | +2,341 | 28.66% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,423 | 642 | 0.0% | 0.0% | 169 | +3,476 | 50.04% | Q4 2025 | Feb 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 10,324 | 636 | 0.3% | 0.35% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,982 | 628 | 0.0% | 0.0% | 171 | +857 | 9.39% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,032 | 618 | 0.0% | 0.0% | 172 | +1,500 | 17.58% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 9,980 | 615 | 0.02% | 0.01% | 173 | +3,210 | 47.42% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 9,775 | 603 | 0.03% | 0.03% | 174 | -50 | -0.51% | Q4 2025 | Jan 16, 2026 |
| ProShare Advisors LLC | History | Added to | 9,597 | 592 | 0.0% | 0.0% | 175 | +279 | 2.99% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 9,518 | 587 | 0.0% | 0.0% | 176 | -1,359 | -12.49% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 9,083 | 560 | 0.12% | 0.18% | 177 | -3,432 | -27.42% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Reduced | 8,784 | 541 | 0.0% | 0.0% | 178 | -61 | -0.69% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,723 | 538 | 0.0% | 0.0% | 179 | +126 | 1.47% | Q4 2025 | Feb 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,706 | 537 | 0.0% | 0.0% | 180 | -16,840 | -65.92% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 8,565 | 528 | 0.04% | — | 181 | +8,565 | New | Q4 2025 | Feb 02, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 8,573 | 528 | 0.05% | 0.03% | 182 | +3,011 | 54.14% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 8,433 | 520 | 0.0% | 0.0% | 184 | +3,107 | 58.34% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 8,430 | 520 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,386 | 517 | 0.0% | 0.0% | 185 | +842 | 11.16% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Added to | 8,196 | 505 | 0.0% | 0.0% | 186 | +4,054 | 97.88% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,098 | 499 | 0.01% | 0.01% | 188 | +3,451 | 74.26% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 8,100 | 499 | 0.0% | 0.0% | 187 | +1,900 | 30.65% | Q4 2025 | Feb 17, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 8,083 | 498 | 0.03% | 0.04% | 189 | -892 | -9.94% | Q4 2025 | Jan 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,861 | 484 | 0.0% | 0.0% | 190 | -619 | -7.3% | Q4 2025 | Jan 15, 2026 |
| Amundi | History | Reduced | 7,831 | 483 | 0.0% | 0.0% | 191 | -864 | -9.94% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 7,594 | 468 | 0.04% | 0.04% | 192 | +329 | 4.53% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 7,446 | 459 | 0.01% | 0.02% | 193 | +1,511 | 25.46% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 7,400 | 457 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 7,392 | 456 | 0.01% | — | 195 | +7,392 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,313 | 451 | 0.0% | 0.0% | 196 | -4,759 | -39.42% | Q4 2025 | Jan 28, 2026 |
| BURNEY CO/ | History | Added to | 7,245 | 446 | 0.01% | 0.01% | 197 | +535 | 7.97% | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 7,135 | 445 | 0.01% | 0.01% | 198 | -257 | -3.48% | Q4 2025 | Jan 08, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 7,194 | 443 | 0.01% | 0.01% | 199 | -192 | -2.6% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,075 | 436 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 6,559 | 427 | 0.01% | 0.01% | 201 | +722 | 12.37% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,860 | 423 | 0.0% | 0.0% | 202 | +740 | 12.09% | Q4 2025 | Jan 29, 2026 |
| New Age Alpha Advisors, LLC | History | New | 6,841 | 422 | 0.02% | — | 203 | +6,841 | New | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 6,620 | 408 | 0.0% | 0.0% | 204 | -158 | -2.33% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,548 | 403 | 0.0% | — | 205 | +6,548 | New | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 6,245 | 385 | 0.0% | 0.0% | 206 | +2,492 | 66.4% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,201 | 382 | 0.0% | 0.0% | 207 | +584 | 10.4% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Added to | 6,186 | 381 | 0.02% | 0.02% | 208 | +344 | 5.89% | Q4 2025 | Feb 09, 2026 |
| Abel Hall, LLC | History | New | 5,833 | 359 | 0.08% | — | 209 | +5,833 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,727 | 353 | 0.0% | 0.0% | 210 | +1,052 | 22.5% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 5,557 | 342 | 0.0% | 0.0% | 212 | +1,825 | 48.9% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,546 | 342 | 0.0% | 0.0% | 211 | -1,332 | -19.37% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | Reduced | 5,509 | 339 | 0.01% | 0.01% | 213 | -272 | -4.71% | Q4 2025 | Feb 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 5,496 | 339 | 0.0% | 0.0% | 214 | -17 | -0.31% | Q4 2025 | Feb 10, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 5,163 | 318 | 0.05% | 0.35% | 215 | -31,225 | -85.81% | Q4 2025 | Feb 11, 2026 |
| NORDEN GROUP LLC | History | Reduced | 5,082 | 313 | 0.03% | 0.04% | 217 | -705 | -12.18% | Q4 2025 | Jan 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,078 | 313 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Capital Partners Ltd | History | Reduced | 5,000 | 308 | 0.33% | 0.87% | 219 | -7,500 | -60.0% | Q4 2025 | Jan 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,007 | 308 | 0.0% | — | 218 | +5,007 | New | Q4 2025 | Feb 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,925 | 303 | 0.0% | 0.0% | 220 | +96 | 1.99% | Q4 2025 | Feb 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,850 | 299 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | New | 4,715 | 290 | 0.0% | — | 222 | +4,715 | New | Q4 2025 | Feb 10, 2026 |
| Portside Wealth Group, LLC | History | Added to | 4,703 | 290 | 0.04% | 0.04% | 223 | +408 | 9.5% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,584 | 282 | 0.0% | 0.0% | 224 | -947 | -17.12% | Q4 2025 | Feb 02, 2026 |
| Meeder Advisory Services, Inc. | History | New | 4,315 | 266 | 0.01% | — | 226 | +4,315 | New | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,318 | 266 | 0.0% | 0.0% | 225 | -483 | -10.06% | Q4 2025 | Jan 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 4,238 | 261 | 0.01% | 0.01% | 227 | +405 | 10.57% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,135 | 255 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 4,076 | 251 | 0.12% | 0.34% | 230 | -9,373 | -69.69% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,064 | 251 | 0.0% | 0.0% | 229 | +618 | 17.93% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,052 | 249 | 0.01% | 0.01% | 231 | -3,244 | -44.46% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,966 | 246 | 0.01% | 0.01% | 232 | +704 | 21.58% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,974 | 245 | 0.0% | 0.0% | 233 | -106 | -2.6% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 3,940 | 243 | 0.03% | 0.01% | 234 | +2,881 | 272.05% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 3,918 | 241 | 0.0% | 0.0% | 235 | +31 | 0.8% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,840 | 238 | 0.0% | 0.0% | 236 | -87 | -2.22% | Q4 2025 | Feb 18, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 3,840 | 236 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 3,810 | 235 | 0.0% | 0.0% | 238 | +485 | 14.59% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 3,778 | 235 | 0.0% | 0.0% | 239 | +192 | 5.35% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,770 | 232 | 0.0% | 0.0% | 240 | +37 | 0.99% | Q4 2025 | Feb 18, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 3,689 | 227 | 0.05% | 0.09% | 241 | -6,107 | -62.34% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 3,665 | 226 | 0.0% | — | 242 | +3,665 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,653 | 225 | 0.0% | 0.0% | 243 | -783 | -17.65% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,452 | 212 | 0.0% | 0.0% | 244 | -1,051 | -23.34% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,380 | 208 | 0.0% | 0.0% | 245 | +83 | 2.52% | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,274 | 201 | 0.0% | — | 246 | +3,274 | New | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,185 | 196 | 0.0% | 0.0% | 247 | -6,900 | -68.42% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,712 | 167 | 0.0% | 0.0% | 248 | +710 | 35.46% | Q4 2025 | Mar 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,400 | 148 | 0.0% | 0.0% | 249 | +93 | 4.03% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,396 | 147 | 0.0% | 0.0% | 250 | -428 | -15.16% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,351 | 145 | 0.0% | — | 251 | +2,351 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 2,098 | 129 | 0.07% | 0.05% | 252 | +514 | 32.45% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,050 | 126 | 0.0% | 0.0% | 253 | +1,327 | 183.54% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,899 | 117 | 0.0% | 0.0% | 254 | +442 | 30.34% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,544 | 95 | 0.0% | 0.0% | 255 | +361 | 30.52% | Q4 2025 | Jan 05, 2026 |
| OP Asset Management Ltd | History | No change | 1,469 | 90 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Apr 21, 2026 |
| KBC Group NV | History | No change | 1,434 | 88 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 1,324 | 81 | 0.0% | 0.0% | 258 | -139 | -9.5% | Q4 2025 | Feb 24, 2026 |
| Costello Asset Management, INC | History | No change | 1,300 | 80 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,296 | 79 | 0.01% | — | 261 | +1,296 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,282 | 79 | 0.0% | 0.0% | 260 | +80 | 6.66% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,170 | 72 | 0.0% | 0.0% | 262 | +488 | 71.55% | Q4 2025 | Feb 09, 2026 |
| Estate Planners Group, LLC | History | New | 1,135 | 70 | 0.03% | — | 264 | +1,135 | New | Q4 2025 | Apr 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,148 | 70 | 0.02% | 0.01% | 263 | +810 | 239.64% | Q4 2025 | Mar 03, 2026 |
| MAI Capital Management | History | Reduced | 1,045 | 64 | 0.0% | 0.0% | 265 | -4,579 | -81.42% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 988 | 60 | 0.0% | 0.0% | 266 | +371 | 60.13% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 884 | 54 | 0.0% | 0.0% | 267 | +128 | 16.93% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 853 | 52 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 645 | 39 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 600 | 37 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 593 | 36 | 0.0% | 0.0% | 271 | +45 | 8.21% | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 563 | 34 | 0.02% | — | 272 | +563 | New | Q4 2025 | Jan 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 504 | 31 | 0.0% | 0.0% | 274 | +120 | 31.25% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 511 | 31 | 0.0% | 0.0% | 273 | -1 | -0.2% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 484 | 29 | 0.0% | 0.0% | 275 | -616 | -56.0% | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | New | 465 | 28 | 0.02% | — | 276 | +465 | New | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 444 | 27 | 0.0% | 0.0% | 277 | -458 | -50.78% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 429 | 26 | 0.0% | 0.0% | 278 | -531 | -55.31% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 418 | 25 | 0.0% | 0.0% | 279 | +219 | 110.05% | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 405 | 25 | 0.01% | 0.01% | 280 | -71 | -14.92% | Q4 2025 | Mar 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 399 | 24 | 0.0% | 0.0% | 281 | +105 | 35.71% | Q4 2025 | Jan 07, 2026 |
| Robbins Farley | History | Reduced | 371 | 22 | 0.01% | 0.01% | 283 | -28 | -7.02% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Reduced | 357 | 22 | 0.0% | 0.0% | 282 | -14 | -3.77% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 345 | 21 | 0.0% | 0.0% | 285 | +178 | 106.59% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 353 | 21 | 0.0% | 0.0% | 284 | +81 | 29.78% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Reduced | 340 | 20 | 0.0% | 0.0% | 286 | -1,170 | -77.48% | Q4 2025 | Jan 16, 2026 |
| MASECO LLP | History | No change | 334 | 20 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 318 | 19 | 0.0% | 0.0% | 288 | -65 | -16.97% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 301 | 18 | 0.0% | 0.0% | 290 | -219 | -42.12% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 300 | 18 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 285 | 17 | 0.0% | 0.0% | 291 | +258 | 955.56% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 271 | 16 | 0.0% | — | 292 | +271 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 263 | 16 | 0.0% | 0.0% | 293 | -36 | -12.04% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | New | 250 | 15 | 0.01% | — | 294 | +250 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 219 | 14 | 0.0% | 0.0% | 295 | -4 | -1.79% | Q4 2025 | Jan 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 218 | 13 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STRS OHIO | History | Reduced | 200 | 12 | 0.0% | 0.0% | 297 | -500 | -71.43% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 197 | 12 | 0.0% | — | 298 | +197 | New | Q4 2025 | Feb 05, 2026 |
| Crewe Advisors LLC | History | Added to | 172 | 10 | 0.0% | 0.0% | 299 | +23 | 15.44% | Q4 2025 | Jan 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 161 | 9 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | New | 128 | 8 | 0.0% | — | 304 | +128 | New | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 140 | 8 | 0.0% | 0.0% | 303 | -50 | -26.32% | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 132 | 8 | 0.0% | 0.0% | 302 | +20 | 17.86% | Q4 2025 | Feb 13, 2026 |
| DV EQUITIES, LLC | History | New | 100 | 6 | 0.0% | — | 306 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 94 | 5 | 0.0% | 0.0% | 307 | -610 | -86.65% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 84 | 5 | 0.0% | 0.0% | 308 | -134 | -61.47% | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 84 | 5 | 0.0% | — | 311 | +84 | New | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 92 | 5 | 0.0% | 0.0% | 309 | -24 | -20.69% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Reduced | 97 | 5 | 0.0% | 0.01% | 310 | -16 | -14.16% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 80 | 4 | 0.0% | — | 314 | +80 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | New | 72 | 4 | 0.0% | — | 315 | +72 | New | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | Reduced | 78 | 4 | 0.0% | 0.0% | 313 | -13 | -14.29% | Q4 2025 | Jan 22, 2026 |
| Smithfield Trust Co | History | No change | 70 | 4 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 55 | 3 | 0.0% | 0.0% | 316 | +12 | 27.91% | Q4 2025 | Jan 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 49 | 3 | 0.0% | 0.0% | 317 | +11 | 28.95% | Q4 2025 | Feb 10, 2026 |
| IMA Advisory Services, Inc. | History | New | 34 | 2 | 0.0% | — | 319 | +34 | New | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Reduced | 47 | 2 | 0.0% | 0.0% | 322 | -21 | -30.88% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 33 | 2 | 0.0% | — | 318 | +18 | 120.0% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 31 | 2 | 0.0% | 0.0% | 321 | +10 | 47.62% | Q4 2025 | Feb 19, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 46 | 2 | 0.0% | 0.0% | 320 | +9 | 24.32% | Q4 2025 | Feb 24, 2026 |
| Quarry LP | History | New | 30 | 1 | 0.0% | — | 328 | +30 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 17 | 1 | 0.0% | — | 323 | +17 | New | Q4 2025 | Jan 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 326 | -11 | -35.48% | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | Reduced | 32 | 1 | 0.0% | 0.0% | 329 | -11 | -25.58% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 23 | 1 | 0.0% | — | 330 | +10 | 76.92% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 29 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.12% | — | -1,620,912 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -72,143 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -63,527 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -61,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,265 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -32,635 | -100.0% | Q3 2025 | Oct 31, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,425 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -23,780 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,007 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,755 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,960 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,657 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Resona Asset Management Co.,Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,673 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,548 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,238 | -100.0% | Q3 2025 | Oct 28, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,697 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,235 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,088 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.03% | — | -3,963 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Axim Planning & Wealth | History | Closed out | 0 | 0 | — | 0.19% | — | -3,910 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q3 2025 | Nov 12, 2025 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASSETMARK, INC | History | Reduced | 9 | 0 | — | 0.0% | — | -54 | -85.71% | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bogart Wealth, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -22 | -95.65% | Q4 2025 | Jan 30, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 17, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 14, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ankerstar Wealth, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q4 2025 | Jan 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -6 | -85.71% | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 10 | 0 | — | — | — | -2 | -16.67% | Q4 2025 | Jan 16, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 15 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |