Paylocity Holding Corp - PCTY
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 | 4,193,515 | 639,511 | 0.01% | 0.01% | 1 | -47,619 | -1.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,161,169 | 634,578 | 0.01% | 0.01% | 2 | -56,613 | -1.34% | Q4 2025 | Jan 29, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 2,491,999 | 380,030 | 0.24% | 0.37% | 3 | -1,297,518 | -34.24% | Q4 2025 | Feb 19, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,761,901 | 268,689 | 0.04% | 0.04% | 4 | +7,086 | 0.4% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,318,198 | 201,025 | 0.01% | 0.01% | 5 | -17,552 | -1.31% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,264,594 | 192,850 | 0.22% | — | 6 | +1,264,594 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,139,841 | 173,850 | 0.01% | 0.01% | 7 | -74,651 | -6.15% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 943,591 | 143,746 | 0.08% | 0.05% | 8 | +404,605 | 75.07% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 879,125 | 134,066 | 0.06% | 0.05% | 9 | +130,322 | 17.4% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 845,728 | 128,975 | 0.01% | 0.02% | 10 | -502,910 | -37.29% | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 841,987 | 128,403 | 0.76% | — | 11 | +841,987 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 817,209 | 124,624 | 0.01% | 0.0% | 12 | +442,218 | 117.93% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 722,746 | 110,218 | 0.06% | 0.05% | 13 | +127,860 | 21.49% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 659,472 | 100,570 | 0.02% | 0.02% | 14 | +42,725 | 6.93% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 635,546 | 96,920 | 0.14% | 0.12% | 15 | +118,748 | 22.98% | Q4 2025 | Feb 17, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 609,746 | 92,986 | 1.38% | 1.55% | 16 | -55,999 | -8.41% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 592,849 | 90,409 | 0.26% | 0.32% | 17 | -64,254 | -9.78% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 579,853 | 88,427 | 0.01% | — | 18 | +579,853 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 534,487 | 81,509 | 0.04% | 0.01% | 19 | +386,494 | 261.16% | Q4 2025 | Feb 10, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 523,342 | 79,810 | 2.3% | 2.06% | 20 | +77,127 | 17.28% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 523,205 | 79,788 | 0.01% | 0.01% | 21 | -32,188 | -5.8% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 496,911 | 75,778 | 0.0% | 0.01% | 22 | -243,938 | -32.93% | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 493,463 | 75,253 | 1.41% | 1.55% | 23 | -82,299 | -14.29% | Q4 2025 | Jan 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 446,500 | 68,091 | 0.1% | — | 24 | +446,500 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 442,100 | 67,420 | 0.13% | 0.1% | 25 | +138,400 | 45.57% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 438,487 | 66,869 | 0.07% | 0.09% | 26 | -113,826 | -20.61% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 432,070 | 65,890 | 0.09% | 0.02% | 27 | +327,082 | 311.54% | Q4 2025 | Jan 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 416,991 | 63,591 | 0.01% | 0.01% | 28 | -26,620 | -6.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 415,879 | 63,421 | 0.01% | 0.01% | 29 | +115,111 | 38.27% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 383,539 | 58,489 | 0.12% | 0.11% | 30 | +136,036 | 54.96% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 381,638 | 58,199 | 0.0% | 0.0% | 31 | +124,552 | 48.45% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 348,909 | 53,209 | 0.46% | 0.52% | 32 | -20,922 | -5.66% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 343,830 | 52,434 | 0.01% | 0.01% | 33 | +18,747 | 5.77% | Q4 2025 | Feb 13, 2026 |
| Gillson Capital LP | History | Added to | 321,969 | 49,100 | 3.21% | 2.64% | 34 | +130,929 | 68.53% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 315,641 | 48,135 | 0.01% | 0.01% | 35 | -13,543 | -4.11% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 264,347 | 40,312 | 0.01% | 0.01% | 36 | -59,310 | -18.32% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 260,058 | 39,658 | 0.03% | 0.03% | 37 | -6,682 | -2.51% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 249,317 | 38,020 | 0.0% | 0.0% | 38 | +81,927 | 48.94% | Q4 2025 | Mar 25, 2026 |
| Amundi | History | Added to | 249,157 | 37,996 | 0.01% | 0.0% | 39 | +171,067 | 219.06% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 229,560 | 35,009 | 0.02% | 0.02% | 40 | -8,892 | -3.73% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 211,591 | 32,267 | 0.04% | — | 41 | +211,591 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 208,821 | 31,845 | 0.02% | 0.02% | 42 | +26,678 | 14.65% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 198,150 | 30,217 | 0.03% | 0.02% | 43 | +48,380 | 32.3% | Q4 2025 | Jan 29, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 190,142 | 28,996 | 0.1% | 0.11% | 44 | -7,264 | -3.68% | Q4 2025 | Feb 17, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 182,047 | 27,762 | 0.42% | 0.29% | 45 | +56,585 | 45.1% | Q4 2025 | Feb 06, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 173,015 | 26,384 | 1.81% | 1.93% | 46 | -530 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 168,557 | 25,704 | 0.0% | 0.01% | 47 | -401,538 | -70.43% | Q4 2025 | Feb 19, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 162,957 | 24,850 | 0.05% | 61.6% | 48 | +79,653 | 95.62% | Q4 2025 | Feb 17, 2026 |
| Boston Trust Walden Corp | History | New | 157,953 | 24,087 | 0.18% | — | 49 | +157,953 | New | Q4 2025 | Jan 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 149,912 | 22,861 | 0.02% | 0.02% | 50 | +8,298 | 5.86% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 145,319 | 22,161 | 0.07% | 0.02% | 51 | +109,148 | 301.76% | Q4 2025 | Feb 13, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 143,528 | 21,888 | 0.38% | 0.39% | 52 | -50 | -0.03% | Q4 2025 | Feb 04, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 141,220 | 21,536 | 0.36% | 0.32% | 53 | +15,357 | 12.2% | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 128,616 | 19,613 | 0.01% | 0.0% | 54 | +76,156 | 145.17% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 121,717 | 18,561 | 0.0% | 0.0% | 55 | +55,114 | 82.75% | Q4 2025 | Feb 12, 2026 |
| Longaeva Partners L.P. | History | New | 121,383 | 18,510 | 1.55% | — | 56 | +121,383 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 117,300 | 17,888 | 0.01% | 0.02% | 57 | -4,618 | -3.79% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 114,400 | 17,446 | 0.01% | 0.01% | 58 | +1,800 | 1.6% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 112,329 | 17,130 | 0.01% | 0.01% | 59 | -27,700 | -19.78% | Q4 2025 | Feb 10, 2026 |
| Swedbank AB | History | Reduced | 111,400 | 16,988 | 0.02% | 0.02% | 60 | -39,000 | -25.93% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 107,796 | 16,438 | 0.0% | 0.0% | 61 | -2,123 | -1.93% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 105,915 | 16,152 | 0.02% | 0.0% | 62 | +105,472 | 23808.58% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 105,712 | 16,121 | 0.05% | 0.03% | 63 | +59,042 | 126.51% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 104,143 | 15,881 | 0.0% | 0.0% | 64 | -16,506 | -13.68% | Q4 2025 | Feb 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 103,523 | 15,787 | 0.12% | — | 65 | +103,523 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 103,253 | 15,746 | 0.14% | 0.21% | 66 | -22,107 | -17.63% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 102,510 | 15,633 | 0.01% | 0.04% | 67 | -361,425 | -77.9% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 98,913 | 15,084 | 0.04% | 0.04% | 68 | -1,466 | -1.46% | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | Added to | 97,579 | 14,880 | 0.37% | 0.03% | 69 | +89,865 | 1164.96% | Q4 2025 | Jan 26, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 96,138 | 14,661 | 2.31% | 2.25% | 70 | -913 | -0.94% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 95,484 | 14,562 | 0.0% | — | 71 | +95,484 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 94,425 | 14,399 | 0.01% | 0.01% | 72 | -4,539 | -4.59% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 90,156 | 13,748 | 0.01% | 0.02% | 73 | -55,081 | -37.92% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 88,093 | 13,434 | 0.01% | 0.01% | 74 | +11,874 | 15.58% | Q4 2025 | Feb 06, 2026 |
| Swiss National Bank | History | Added to | 87,000 | 13,267 | 0.01% | 0.01% | 75 | +1,300 | 1.52% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 86,907 | 13,253 | 0.0% | 0.0% | 76 | +57,343 | 193.96% | Q4 2025 | Feb 17, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 85,192 | 13,247 | 0.41% | 0.42% | 77 | -15,736 | -15.59% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 86,325 | 13,164 | 0.04% | 0.03% | 78 | +22,790 | 35.87% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 85,614 | 13,056 | 0.03% | 0.05% | 79 | -7,758 | -8.31% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 83,135 | 12,678 | 0.01% | 0.01% | 80 | +1,516 | 1.86% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 78,130 | 11,914 | 0.04% | 0.07% | 81 | -17,503 | -18.3% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 77,613 | 11,836 | 0.04% | 0.05% | 82 | -32,412 | -29.46% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 77,452 | 11,811 | 0.01% | 0.02% | 83 | -11,499 | -12.93% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 76,316 | 11,638 | 0.01% | 0.01% | 84 | +7,553 | 10.98% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 75,762 | 11,553 | 0.0% | 0.0% | 85 | -11,458 | -13.14% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 75,373 | 11,494 | 0.0% | 0.01% | 86 | -48,003 | -38.91% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 73,791 | 11,253 | 0.13% | 0.18% | 87 | -23,366 | -24.05% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 73,367 | 11,188 | 0.04% | 0.04% | 88 | -1,156 | -1.55% | Q4 2025 | Jan 15, 2026 |
| Legal & General Group Plc | History | Reduced | 67,627 | 10,313 | 0.0% | 0.0% | 89 | -16,630 | -19.74% | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | Reduced | 66,305 | 10,111 | 0.12% | 0.15% | 90 | -13,893 | -17.32% | Q4 2025 | Feb 17, 2026 |
| Greenland Capital Management LP | History | New | 61,412 | 9,365 | 0.99% | — | 91 | +61,412 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 60,584 | 9,239 | 0.01% | 0.0% | 92 | +59,284 | 4560.31% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Added to | 59,141 | 9,019 | 0.03% | 0.0% | 93 | +59,118 | 257034.78% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 58,398 | 8,905 | 0.02% | 0.01% | 94 | +30,607 | 110.13% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 57,180 | 8,719 | 0.0% | 0.0% | 95 | +4,326 | 8.18% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 56,280 | 8,583 | 0.13% | 0.08% | 96 | +26,950 | 91.89% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 56,227 | 8,574 | 0.01% | 0.01% | 97 | +32,296 | 134.95% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 54,777 | 8,353 | 0.03% | 0.03% | 98 | +13,588 | 32.99% | Q4 2025 | Jan 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 53,964 | 8,230 | 0.07% | 0.04% | 99 | +26,251 | 94.72% | Q4 2025 | Feb 03, 2026 |
| Holocene Advisors, LP | History | Added to | 48,306 | 7,366 | 0.02% | 0.01% | 100 | +7,898 | 19.55% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 47,704 | 7,274 | 0.01% | 0.02% | 101 | -24,417 | -33.86% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 47,486 | 7,248 | 0.01% | 0.01% | 102 | +17,950 | 60.77% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 46,064 | 7,024 | 0.03% | 0.02% | 103 | +12,261 | 36.27% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 45,739 | 6,975 | 0.03% | 0.15% | 104 | -118,715 | -72.19% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 44,658 | 6,811 | 0.01% | 0.01% | 105 | -8,691 | -16.29% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 44,050 | 6,717 | 0.02% | 0.02% | 106 | -571 | -1.28% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 43,265 | 6,594 | 0.01% | 0.02% | 107 | -25,765 | -37.32% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 42,346 | 6,457 | 0.02% | 0.02% | 108 | +3,135 | 8.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 42,090 | 6,418 | 0.01% | 0.01% | 109 | +13,981 | 49.74% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 42,016 | 6,407 | 0.02% | 0.03% | 110 | -4,120 | -8.93% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 41,946 | 6,396 | 0.43% | 0.33% | 111 | +9,036 | 27.46% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 41,723 | 6,362 | 0.01% | 0.01% | 112 | +564 | 1.37% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 40,975 | 6,248 | 0.0% | 0.0% | 113 | -17,567 | -30.01% | Q4 2025 | Feb 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 40,660 | 6,200 | 0.01% | 0.01% | 114 | -1,120 | -2.68% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 39,912 | 6,087 | 0.01% | 0.01% | 115 | -107 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 39,792 | 6,068 | 0.01% | 0.01% | 116 | +19,848 | 99.52% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 38,212 | 5,827 | 0.02% | 0.01% | 117 | +27,464 | 255.53% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,530 | 5,723 | 0.01% | 0.01% | 118 | -4,178 | -10.02% | Q4 2025 | Jan 30, 2026 |
| Bell Asset Management Ltd | History | Added to | 36,764 | 5,644 | 1.51% | 1.25% | 119 | +8,059 | 28.08% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 36,450 | 5,558 | 0.0% | 0.01% | 120 | -19,691 | -35.07% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 35,710 | 5,445 | 0.04% | 0.05% | 121 | +3,705 | 11.58% | Q4 2025 | Jan 26, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 33,714 | 5,141 | 0.02% | 0.03% | 122 | -11,420 | -25.3% | Q4 2025 | Feb 17, 2026 |
| Sone Capital Management, LLC | History | Reduced | 33,279 | 5,075 | 0.41% | 2.6% | 123 | -162,022 | -82.96% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 32,546 | 4,963 | 0.02% | 0.07% | 124 | -71,293 | -68.66% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 32,389 | 4,939 | 0.0% | 0.01% | 125 | -177 | -0.54% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 31,070 | 4,738 | 0.0% | — | 126 | +31,070 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 30,206 | 4,607 | 0.01% | 0.0% | 127 | +17,201 | 132.26% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 29,653 | 4,535 | 0.0% | 0.0% | 128 | +128 | 0.43% | Q4 2025 | Mar 20, 2026 |
| Dockside LLC | History | New | 29,683 | 4,526 | 1.16% | — | 129 | +29,683 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 29,395 | 4,482 | 0.0% | 0.0% | 130 | +8,367 | 39.79% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 28,676 | 4,373 | 0.0% | 0.0% | 131 | +4,600 | 19.11% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 28,581 | 4,358 | 0.05% | 0.08% | 132 | -14,548 | -33.73% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 28,108 | 4,286 | 0.17% | 0.2% | 133 | -4,577 | -14.0% | Q4 2025 | Feb 11, 2026 |
| RK Asset Management, LLC | History | Reduced | 28,065 | 4,280 | 4.04% | 4.08% | 134 | -90 | -0.32% | Q4 2025 | Jan 05, 2026 |
| OSSIAM | History | New | 27,512 | 4,195 | 0.08% | — | 135 | +27,512 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 26,159 | 3,989 | 0.22% | 0.26% | 136 | +1,355 | 5.46% | Q4 2025 | Feb 09, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 26,055 | 3,973 | 0.02% | 0.01% | 137 | +13,663 | 110.26% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 25,342 | 3,864 | 0.04% | 0.04% | 138 | +950 | 3.89% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 25,272 | 3,854 | 0.01% | 0.01% | 139 | +13,441 | 113.61% | Q4 2025 | Jan 26, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 24,683 | 3,764 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 24,399 | 3,720 | 0.0% | 0.0% | 141 | +1,535 | 6.71% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,294 | 3,704 | 0.0% | 0.0% | 142 | -30,075 | -55.32% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 23,607 | 3,600 | 0.0% | 0.01% | 143 | -8,300 | -26.01% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 23,459 | 3,577 | 0.02% | 0.02% | 144 | -1,437 | -5.77% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 23,378 | 3,565 | 0.0% | 0.02% | 145 | -103,464 | -81.57% | Q4 2025 | Feb 13, 2026 |
| Sovereign's Capital Management, LLC | History | Added to | 22,814 | 3,479 | 2.11% | 1.47% | 146 | +5,815 | 34.21% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 22,234 | 3,390 | 0.08% | 0.09% | 147 | +1,732 | 8.45% | Q4 2025 | Feb 09, 2026 |
| Edgestream Partners, L.P. | History | New | 21,788 | 3,322 | 0.09% | — | 148 | +21,788 | New | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | Added to | 21,700 | 3,309 | 0.02% | 0.01% | 149 | +12,500 | 135.87% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 21,100 | 3,218 | 0.02% | 0.03% | 150 | -1,056 | -4.77% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 20,702 | 3,157 | 0.0% | 0.0% | 151 | +12,571 | 154.61% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 19,351 | 2,951 | 0.0% | 0.0% | 152 | +10,572 | 120.42% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 19,049 | 2,904 | 0.02% | 0.03% | 153 | -778 | -3.92% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 18,701 | 2,852 | 0.0% | — | 154 | +18,701 | New | Q4 2025 | Jan 09, 2026 |
| XTX Topco Ltd | History | Added to | 18,627 | 2,840 | 0.07% | 0.04% | 155 | +13,621 | 272.09% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 18,600 | 2,836 | 0.06% | 0.07% | 156 | +77 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 18,376 | 2,802 | 0.01% | 0.01% | 157 | -1,644 | -8.21% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 18,350 | 2,798 | 0.0% | 0.0% | 158 | +13,235 | 258.75% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 18,176 | 2,771 | 0.0% | 0.0% | 159 | -4,807 | -20.92% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 17,404 | 2,654 | 0.09% | 0.31% | 160 | -53,025 | -75.29% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,307 | 2,647 | 0.0% | 0.0% | 161 | +11,628 | 204.75% | Q4 2025 | Jan 08, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 17,200 | 2,623 | 0.01% | 0.09% | 162 | -129,783 | -88.3% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 16,791 | 2,560 | 0.03% | 0.03% | 163 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 16,628 | 2,535 | 0.17% | 0.24% | 164 | +4,426 | 36.27% | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 16,299 | 2,485 | 0.29% | 0.3% | 165 | +454 | 2.87% | Q4 2025 | Jan 15, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 16,200 | 2,470 | 0.07% | 0.08% | 166 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 15,600 | 2,379 | 0.0% | 0.02% | 167 | -67,600 | -81.25% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 15,602 | 2,379 | 0.01% | 0.01% | 168 | +343 | 2.25% | Q4 2025 | Jan 30, 2026 |
| Vestcor Inc | History | No change | 15,490 | 2,362 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,336 | 2,338 | 0.0% | 0.0% | 170 | +5,366 | 53.82% | Q4 2025 | Feb 18, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 17,237 | 2,326 | 0.01% | 0.01% | 171 | -2,513 | -12.72% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 14,991 | 2,286 | 0.0% | 0.0% | 172 | -3,416 | -18.56% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 14,846 | 2,264 | 0.0% | 0.01% | 173 | +1,109 | 8.07% | Q4 2025 | Jan 27, 2026 |
| Pacer Advisors, Inc. | History | Added to | 14,731 | 2,246 | 0.01% | 0.0% | 174 | +8,769 | 147.08% | Q4 2025 | Feb 24, 2026 |
| Caprock Group, LLC | History | Added to | 14,466 | 2,206 | 0.05% | 0.02% | 175 | +9,621 | 198.58% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,933 | 2,124 | 0.0% | 0.0% | 176 | -5,054 | -26.62% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | Added to | 13,832 | 2,109 | 0.0% | 0.0% | 177 | +1,575 | 12.85% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 13,799 | 2,104 | 0.04% | 0.02% | 178 | +5,795 | 72.4% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 13,800 | 2,104 | 0.01% | 0.01% | 179 | +200 | 1.47% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | Added to | 13,151 | 2,006 | 0.01% | 0.01% | 180 | +2,800 | 27.05% | Q4 2025 | Feb 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,723 | 1,889 | 0.02% | 0.02% | 181 | -386 | -2.74% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,319 | 1,879 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 12,285 | 1,873 | 0.01% | 0.01% | 183 | -784 | -6.0% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 1,860 | 0.03% | 0.03% | 184 | -200 | -1.61% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,023 | 1,681 | 0.01% | 0.01% | 185 | -444 | -3.87% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 11,010 | 1,679 | 0.0% | 0.0% | 186 | +34 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 120,013 | 1,667 | 0.0% | 0.0% | 187 | +117,784 | 5284.16% | Q4 2025 | Mar 09, 2026 |
| Headlands Technologies LLC | History | Reduced | 10,779 | 1,643 | 0.14% | 0.26% | 188 | -9,847 | -47.74% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 10,746 | 1,638 | 0.08% | 0.1% | 189 | -1,331 | -11.02% | Q4 2025 | Feb 11, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 10,393 | 1,584 | 0.02% | 0.04% | 190 | -5,301 | -33.78% | Q4 2025 | Feb 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 10,372 | 1,581 | 0.01% | 0.01% | 191 | -300 | -2.81% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 10,090 | 1,538 | 0.0% | 0.0% | 192 | +295 | 3.01% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 9,953 | 1,517 | 0.01% | — | 193 | +9,953 | New | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 9,888 | 1,507 | 0.06% | 0.06% | 194 | +182 | 1.88% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 9,856 | 1,503 | 0.02% | 0.02% | 195 | -103 | -1.03% | Q4 2025 | Feb 05, 2026 |
| Alberta Investment Management Corp | History | New | 9,600 | 1,464 | 0.01% | — | 196 | +9,600 | New | Q4 2025 | Feb 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,530 | 1,453 | 0.0% | 0.0% | 197 | +4,167 | 77.7% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 9,240 | 1,409 | 0.01% | — | 198 | +9,240 | New | Q4 2025 | Feb 17, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 8,930 | 1,361 | 0.08% | 0.09% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | Added to | 8,799 | 1,341 | 0.07% | 0.08% | 200 | +2,000 | 29.42% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,784 | 1,339 | 0.02% | 0.02% | 201 | -200 | -2.23% | Q4 2025 | Feb 04, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 8,658 | 1,320 | 0.06% | 0.02% | 202 | +5,060 | 140.63% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,497 | 1,295 | 0.04% | 0.01% | 203 | +5,767 | 211.25% | Q4 2025 | Feb 13, 2026 |
| Bullseye Asset Management LLC | History | No change | 8,457 | 1,290 | 0.7% | 0.71% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,400 | 1,281 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Reduced | 8,138 | 1,241 | 0.01% | 0.01% | 206 | -743 | -8.37% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 8,073 | 1,231 | 0.04% | 0.04% | 207 | -291 | -3.48% | Q4 2025 | Feb 11, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 8,059 | 1,228 | 0.26% | 0.21% | 208 | +3,369 | 71.83% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,674 | 1,173 | 0.0% | 0.0% | 209 | -7,571 | -49.66% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 7,552 | 1,161 | 0.01% | 0.01% | 210 | +3,996 | 112.37% | Q4 2025 | Jan 05, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,382 | 1,125 | 0.0% | 0.0% | 211 | +122 | 1.68% | Q4 2025 | Feb 09, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 7,350 | 1,120 | 0.47% | 0.48% | 212 | -111 | -1.49% | Q4 2025 | Jan 30, 2026 |
| Utah Retirement Systems | History | No change | 7,282 | 1,110 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Reduced | 7,050 | 1,075 | 0.03% | 0.15% | 214 | -22,681 | -76.29% | Q4 2025 | Jan 23, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 6,148 | 1,059 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,867 | 1,047 | 0.01% | 0.01% | 216 | +1,405 | 25.72% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 6,633 | 1,011 | 0.06% | 0.02% | 217 | +4,330 | 188.02% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,460 | 985 | 0.01% | 0.01% | 218 | -1,596 | -19.81% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 6,343 | 967 | 0.0% | 0.01% | 219 | -9,310 | -59.48% | Q4 2025 | Feb 10, 2026 |
| Havemeyer Place LP | History | New | 6,243 | 952 | 0.19% | — | 220 | +6,243 | New | Q4 2025 | Feb 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 6,200 | 945 | 0.01% | — | 221 | +6,200 | New | Q4 2025 | Feb 04, 2026 |
| Buckland Partners Management Co LLC | History | New | 6,100 | 930 | 0.52% | — | 222 | +6,100 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,054 | 923 | 0.0% | 0.0% | 223 | -991 | -14.07% | Q4 2025 | Jan 30, 2026 |
| Oak Thistle LLC | History | Reduced | 5,959 | 908 | 0.13% | 0.32% | 224 | -7,212 | -54.76% | Q4 2025 | Jan 21, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 5,783 | 881 | 0.15% | 0.05% | 225 | +4,008 | 225.8% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,012 | 876 | 0.02% | 0.02% | 226 | +2,006 | 50.07% | Q4 2025 | Jan 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 5,669 | 864 | 0.01% | 0.01% | 227 | -3,080 | -35.2% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,457 | 832 | 0.0% | 0.0% | 228 | -21,409 | -79.69% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,332 | 813 | 0.0% | 0.0% | 229 | +2,527 | 90.09% | Q4 2025 | Feb 02, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 5,279 | 805 | 0.12% | 0.41% | 230 | -11,335 | -68.23% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,200 | 793 | 0.0% | 0.0% | 231 | -16,254 | -75.76% | Q4 2025 | Feb 02, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,079 | 774 | 0.04% | 0.03% | 232 | +1,958 | 62.74% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,045 | 769 | 0.01% | 0.01% | 233 | -4,937 | -49.46% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,820 | 735 | 0.0% | 0.0% | 234 | +1,892 | 64.62% | Q4 2025 | Feb 18, 2026 |
| Pallas Capital Advisors LLC | History | New | 4,710 | 718 | 0.02% | — | 235 | +4,710 | New | Q4 2025 | Jan 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 5,056 | 682 | 0.08% | 0.04% | 236 | +3,189 | 170.81% | Q4 2025 | Feb 23, 2026 |
| INCEPTIONR LLC | History | Reduced | 4,458 | 679 | 0.19% | 0.22% | 237 | -1,228 | -21.6% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,394 | 670 | 0.0% | 0.0% | 238 | -454 | -9.36% | Q4 2025 | Feb 12, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 4,374 | 667 | 0.04% | 0.09% | 239 | -4,924 | -52.96% | Q4 2025 | Jan 21, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,337 | 661 | 0.01% | 0.01% | 240 | -550 | -11.25% | Q4 2025 | Jan 23, 2026 |
| R Squared Ltd | History | Reduced | 4,239 | 646 | 0.3% | 0.36% | 241 | -1,001 | -19.1% | Q4 2025 | Jan 30, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 4,236 | 645 | 0.01% | 0.01% | 242 | -51 | -1.19% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 4,204 | 641 | 0.05% | 0.05% | 243 | -34 | -0.8% | Q4 2025 | Jan 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 4,150 | 632 | 0.02% | 0.02% | 244 | -5,032 | -54.8% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 3,842 | 585 | 0.01% | — | 245 | +3,842 | New | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,724 | 567 | 0.01% | 0.01% | 246 | +1,259 | 51.08% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 3,658 | 557 | 0.08% | 0.06% | 247 | +975 | 36.34% | Q4 2025 | Feb 17, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 3,563 | 543 | 0.2% | 0.31% | 248 | -5,890 | -62.31% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,505 | 535 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,502 | 534 | 0.0% | — | 250 | +3,502 | New | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,432 | 523 | 0.0% | 0.0% | 251 | -484 | -12.36% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,419 | 521 | 0.0% | 0.0% | 252 | +106 | 3.2% | Q4 2025 | Feb 06, 2026 |
| J2 Capital Management Inc | History | Reduced | 3,408 | 519 | 0.38% | 0.43% | 253 | -188 | -5.23% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,385 | 516 | 0.0% | 0.0% | 254 | +484 | 16.68% | Q4 2025 | Feb 12, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,300 | 503 | 0.4% | 0.42% | 255 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,271 | 499 | 0.0% | 0.0% | 256 | -2,280 | -41.07% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,273 | 499 | 0.01% | 0.0% | 257 | +1,280 | 64.22% | Q4 2025 | Feb 11, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 3,267 | 498 | 0.01% | 0.0% | 258 | +1,820 | 125.78% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,155 | 481 | 0.02% | 0.01% | 259 | -200 | -5.96% | Q4 2025 | Feb 04, 2026 |
| Inscription Capital, LLC | History | Reduced | 3,130 | 477 | 0.05% | 0.11% | 260 | -3,411 | -52.15% | Q4 2025 | Jan 29, 2026 |
| Krilogy Financial LLC | History | Added to | 3,230 | 470 | 0.02% | 0.01% | 261 | +1,289 | 66.41% | Q4 2025 | Jan 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,040 | 463 | 0.03% | — | 262 | +3,040 | New | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,900 | 442 | 0.02% | 0.03% | 263 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 2,939 | 441 | 0.01% | 0.01% | 264 | +1,030 | 53.95% | Q4 2025 | Jan 08, 2026 |
| COMMERCE BANK | History | Reduced | 2,846 | 434 | 0.0% | 0.02% | 265 | -16,752 | -85.48% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 2,851 | 434 | 0.05% | 0.06% | 266 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 2,106 | 430 | 0.03% | — | 267 | +2,106 | New | Q4 2025 | Feb 10, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 2,747 | 418 | 0.03% | 0.04% | 268 | -101 | -3.55% | Q4 2025 | Feb 05, 2026 |
| MUFG Securities EMEA plc | History | New | 2,740 | 417 | 0.0% | — | 270 | +2,740 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | Added to | 2,735 | 417 | 0.01% | 0.01% | 269 | +11 | 0.4% | Q4 2025 | Jan 09, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 2,719 | 414 | 0.0% | 0.01% | 271 | -751 | -21.64% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 2,710 | 413 | 0.0% | 0.0% | 272 | +20 | 0.74% | Q4 2025 | Feb 12, 2026 |
| Smith Group Asset Management, LLC | History | New | 2,659 | 405 | 0.02% | — | 273 | +2,659 | New | Q4 2025 | Feb 10, 2026 |
| Machina Capital S.A.S. | History | No change | 2,628 | 400 | 0.08% | 0.07% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CERTUITY, LLC | History | Added to | 2,564 | 391 | 0.02% | 0.03% | 275 | +179 | 7.51% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,545 | 388 | 0.05% | 0.03% | 277 | +954 | 59.96% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,544 | 388 | 0.0% | 0.0% | 276 | -857 | -25.2% | Q4 2025 | Jan 05, 2026 |
| Caitlin John, LLC | History | New | 2,544 | 387 | 0.25% | — | 279 | +2,544 | New | Q4 2025 | Feb 18, 2026 |
| Brooklyn Investment Group | History | New | 2,521 | 387 | 0.02% | — | 278 | +2,521 | New | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,503 | 381 | 0.0% | 0.0% | 280 | -2,325 | -48.16% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 2,458 | 374 | 0.0% | 0.01% | 281 | -7,137 | -74.38% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | New | 2,423 | 369 | 0.07% | — | 282 | +2,423 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,400 | 366 | 0.0% | 0.0% | 283 | +192 | 8.7% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 2,363 | 360 | 0.0% | 0.01% | 284 | -646 | -21.47% | Q4 2025 | Feb 05, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 2,333 | 355 | 0.04% | 0.05% | 285 | -42 | -1.77% | Q4 2025 | Jan 07, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,268 | 345 | 0.03% | — | 286 | +2,268 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,262 | 344 | 0.0% | 0.01% | 287 | -86 | -3.66% | Q4 2025 | Feb 03, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 2,236 | 340 | 0.15% | 0.18% | 288 | -14 | -0.62% | Q4 2025 | Feb 17, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 2,200 | 335 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,194 | 334 | 0.0% | 0.01% | 290 | -2,221 | -50.31% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,182 | 332 | 0.01% | 0.01% | 291 | +172 | 8.56% | Q4 2025 | Feb 03, 2026 |
| Legato Capital Management LLC | History | New | 2,169 | 330 | 0.03% | — | 292 | +2,169 | New | Q4 2025 | Feb 06, 2026 |
| VARCOV Co. | History | New | 2,118 | 322 | 0.13% | — | 293 | +2,118 | New | Q4 2025 | Feb 17, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 2,102 | 320 | 0.1% | 0.11% | 295 | +66 | 3.24% | Q4 2025 | Feb 11, 2026 |
| Yarbrough Capital, LLC | History | No change | 2,100 | 320 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,085 | 317 | 0.06% | 0.06% | 296 | +319 | 18.06% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,062 | 314 | 0.0% | 0.0% | 297 | +1,147 | 125.36% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 2,052 | 313 | 0.0% | 0.0% | 298 | +84 | 4.27% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,044 | 311 | 0.0% | 0.0% | 299 | -1,467 | -41.78% | Q4 2025 | Feb 17, 2026 |
| Optas, LLC | History | New | 2,035 | 310 | 0.05% | — | 300 | +2,035 | New | Q4 2025 | Jan 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,028 | 309 | 0.01% | — | 301 | +2,028 | New | Q4 2025 | Jan 16, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,028 | 309 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 2,011 | 306 | 0.08% | 0.5% | 303 | -8,570 | -80.99% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 1,986 | 303 | 0.0% | 0.0% | 304 | -367 | -15.6% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,985 | 302 | 0.0% | 0.03% | 305 | -21,434 | -91.52% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,928 | 294 | 0.0% | 0.0% | 306 | -75 | -3.74% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,915 | 292 | 0.01% | 0.01% | 307 | +517 | 36.98% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,906 | 290 | 0.0% | 0.0% | 308 | -512 | -21.17% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,883 | 288 | 0.0% | 0.0% | 309 | +55 | 3.01% | Q4 2025 | Feb 05, 2026 |
| Keebeck Wealth Management | History | Reduced | 1,840 | 280 | 0.03% | 0.04% | 310 | -306 | -14.26% | Q4 2025 | Feb 17, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 1,809 | 275 | 0.09% | 0.1% | 311 | +249 | 15.96% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 1,802 | 274 | 0.0% | 0.0% | 312 | -1,439 | -44.4% | Q4 2025 | Jan 30, 2026 |
| CIBC Asset Management Inc | History | No change | 1,785 | 272 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | New | 1,769 | 269 | 0.01% | — | 314 | +1,769 | New | Q4 2025 | Feb 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,735 | 264 | 0.07% | 0.08% | 315 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,719 | 262 | 0.03% | 0.03% | 316 | +105 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,668 | 254 | 0.01% | 0.01% | 317 | -811 | -32.71% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | New | 1,638 | 249 | 0.01% | — | 318 | +1,638 | New | Q4 2025 | Jan 22, 2026 |
| Tidal Investments LLC | History | Reduced | 1,629 | 248 | 0.0% | 0.0% | 319 | -1,541 | -48.61% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 1,603 | 244 | 0.0% | 0.0% | 320 | -93 | -5.48% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,587 | 242 | 0.0% | — | 321 | +1,587 | New | Q4 2025 | Feb 18, 2026 |
| Wedmont Private Capital | History | New | 1,573 | 241 | 0.01% | — | 324 | +1,573 | New | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,583 | 241 | 0.0% | 0.0% | 322 | -136 | -7.91% | Q4 2025 | Feb 02, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 1,583 | 241 | 0.01% | 0.01% | 323 | +10 | 0.64% | Q4 2025 | Feb 04, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,574 | 240 | 0.0% | 0.0% | 325 | +165 | 11.71% | Q4 2025 | Jan 27, 2026 |
| North Dakota State Investment Board | History | New | 1,568 | 239 | 0.01% | — | 327 | +1,568 | New | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | New | 1,567 | 239 | 0.0% | — | 326 | +1,567 | New | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 1,548 | 236 | 0.01% | 0.0% | 328 | +1,016 | 190.98% | Q4 2025 | Jan 05, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,546 | 235 | 0.0% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 1,537 | 234 | 0.01% | 0.01% | 330 | -46 | -2.91% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,531 | 233 | 0.0% | 0.0% | 331 | -259 | -14.47% | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | New | 1,481 | 225 | 0.0% | — | 332 | +1,481 | New | Q4 2025 | Feb 03, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 1,481 | 225 | 0.09% | 0.19% | 334 | -1,467 | -49.76% | Q4 2025 | Feb 03, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 1,480 | 225 | 0.04% | 0.05% | 333 | -67 | -4.33% | Q4 2025 | Feb 05, 2026 |
| 111 Capital | History | Reduced | 1,469 | 224 | 0.05% | 0.12% | 335 | -2,631 | -64.17% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,459 | 222 | 0.0% | 0.0% | 336 | -608 | -29.41% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,413 | 215 | 0.0% | 0.0% | 337 | -1,285 | -47.63% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,405 | 214 | 0.02% | 0.02% | 338 | -108 | -7.14% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | New | 1,386 | 211 | 0.0% | — | 340 | +1,386 | New | Q4 2025 | Feb 17, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Reduced | 1,385 | 211 | 0.17% | 0.16% | 339 | -20 | -1.42% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,361 | 207 | 0.0% | 0.0% | 341 | +37 | 2.79% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,349 | 205 | 0.0% | 0.0% | 342 | -340 | -20.13% | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 1,342 | 204 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | New | 1,319 | 201 | 0.0% | — | 344 | +1,319 | New | Q4 2025 | Feb 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,321 | 201 | 0.01% | 0.01% | 345 | -20 | -1.49% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,224 | 186 | 0.01% | 0.0% | 346 | +578 | 89.47% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,211 | 184 | 0.0% | 0.0% | 347 | +511 | 73.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,114 | 169 | 0.0% | 0.0% | 348 | +602 | 117.58% | Q4 2025 | Jan 23, 2026 |
| STRS OHIO | History | Reduced | 1,050 | 160 | 0.0% | 0.0% | 349 | -15 | -1.41% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,036 | 158 | 0.0% | 0.0% | 350 | +974 | 1570.97% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 946 | 145 | 0.08% | 0.05% | 351 | +327 | 52.83% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 904 | 137 | 0.0% | — | 352 | +904 | New | Q4 2025 | Feb 05, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 858 | 131 | 0.0% | — | 353 | +858 | New | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 818 | 124 | 0.0% | 0.0% | 354 | +506 | 162.18% | Q4 2025 | Jan 20, 2026 |
| UMB Bank, n.a. | History | Added to | 763 | 116 | 0.0% | 0.0% | 355 | +562 | 279.6% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 751 | 114 | 0.02% | — | 356 | +751 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 742 | 113 | 0.01% | 0.01% | 357 | +176 | 31.1% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 733 | 111 | 0.0% | 0.02% | 358 | -8,533 | -92.09% | Q4 2025 | Feb 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 690 | 105 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 672 | 102 | 0.01% | 0.02% | 360 | -1,087 | -61.8% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 618 | 94 | 0.0% | — | 361 | +618 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | Added to | 618 | 94 | 0.0% | 0.0% | 362 | +329 | 113.84% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 601 | 91 | 0.0% | 0.0% | 363 | +582 | 3063.16% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | No change | 597 | 91 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sterling Capital Management LLC | History | Added to | 503 | 76 | 0.0% | 0.0% | 366 | +213 | 73.45% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 500 | 76 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 460 | 70 | 0.0% | 0.0% | 367 | +353 | 329.91% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 449 | 68 | 0.0% | 0.01% | 368 | -108 | -19.39% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 410 | 62 | 0.02% | 0.01% | 369 | +124 | 43.36% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 404 | 61 | 0.0% | 0.0% | 371 | +197 | 95.17% | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 61 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 372 | 56 | 0.0% | 0.0% | 372 | +7 | 1.92% | Q4 2025 | Jan 20, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 349 | 53 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 317 | 48 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Park Place Capital Corp | History | No change | 319 | 48 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Quarry LP | History | Reduced | 292 | 44 | 0.01% | 0.05% | 377 | -1,033 | -77.96% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | Reduced | 294 | 44 | 0.0% | 0.0% | 376 | -196 | -40.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 284 | 43 | 0.0% | 0.0% | 379 | +232 | 446.15% | Q4 2025 | Feb 11, 2026 |
| Employees Retirement System of Texas | History | No change | 279 | 43 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | Added to | 251 | 38 | 0.01% | 0.01% | 380 | +1 | 0.4% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 241 | 36 | 0.0% | 0.0% | 381 | +2 | 0.84% | Q4 2025 | Feb 03, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 226 | 34 | 0.0% | 0.0% | 382 | -4 | -1.74% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 217 | 33 | 0.0% | 0.0% | 384 | -55 | -20.22% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 221 | 33 | 0.0% | 0.0% | 383 | -47 | -17.54% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 213 | 30 | 0.0% | — | 386 | +213 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 203 | 30 | 0.0% | 0.0% | 385 | +19 | 10.33% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 190 | 28 | 0.0% | 0.0% | 387 | +149 | 363.41% | Q4 2025 | Jan 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 175 | 26 | 0.0% | — | 388 | +175 | New | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 150 | 22 | 0.0% | 0.0% | 389 | +14 | 10.29% | Q4 2025 | Jan 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 150 | 22 | 0.0% | 0.0% | 390 | -9 | -5.66% | Q4 2025 | Jan 22, 2026 |
| Quent Capital, LLC | History | Added to | 137 | 20 | 0.0% | 0.0% | 391 | +113 | 470.83% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 118 | 17 | 0.0% | 0.0% | 392 | +71 | 151.06% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 108 | 16 | 0.0% | 0.0% | 393 | -64 | -37.21% | Q4 2025 | Jan 26, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 104 | 15 | 0.0% | 0.01% | 394 | -194 | -65.1% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 93 | 14 | 0.0% | — | 397 | +93 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 93 | 14 | 0.0% | 0.0% | 395 | -7 | -7.0% | Q4 2025 | Jan 15, 2026 |
| Roble, Belko & Company, Inc | History | No change | 89 | 14 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 89 | 13 | 0.0% | 0.0% | 399 | -271 | -75.28% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 93 | 13 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 80 | 12 | 0.0% | 0.0% | 400 | +69 | 627.27% | Q4 2025 | Jan 15, 2026 |
| Activest Wealth Management | History | New | 67 | 10 | 0.0% | — | 402 | +67 | New | Q4 2025 | Jan 30, 2026 |
| Estabrook Capital Management | History | No change | 70 | 10 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 65 | 9 | 0.0% | 0.0% | 403 | -342 | -84.03% | Q4 2025 | Mar 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 62 | 9 | 0.0% | — | 404 | +62 | New | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 57 | 8 | 0.0% | 0.0% | 405 | -188 | -76.73% | Q4 2025 | Feb 10, 2026 |
| Peterson Wealth Services | History | Reduced | 58 | 8 | 0.0% | 0.15% | 406 | -58 | -50.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 59 | 8 | 0.0% | 0.0% | 407 | +36 | 156.52% | Q4 2025 | Jan 09, 2026 |
| ORG Partners LLC | History | New | 49 | 7 | 0.0% | — | 412 | +49 | New | Q4 2025 | Jan 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 48 | 7 | 0.0% | — | 409 | +48 | New | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 50 | 7 | 0.0% | 0.0% | 408 | +34 | 212.5% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 47 | 7 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Colonial Trust Co / SC | History | No change | 47 | 7 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 54 | 6 | 0.0% | — | 414 | +54 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 43 | 6 | 0.0% | 0.0% | 413 | -13 | -23.21% | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | Added to | 34 | 5 | 0.0% | — | 415 | +29 | 580.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 37 | 5 | 0.0% | 0.0% | 417 | +29 | 362.5% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Added to | 39 | 5 | 0.0% | 0.0% | 418 | +12 | 44.44% | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | Added to | 35 | 5 | 0.0% | 0.0% | 419 | +11 | 45.83% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 38 | 5 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 35 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | New | 33 | 4 | 0.0% | — | 422 | +33 | New | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 27 | 4 | 0.0% | — | 421 | +27 | New | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Added to | 27 | 4 | 0.0% | 0.0% | 423 | +15 | 125.0% | Q4 2025 | Feb 02, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 23 | 3 | 0.0% | — | 425 | +23 | New | Q4 2025 | Feb 19, 2026 |
| Elyxium Wealth, LLC | History | New | 20 | 3 | 0.0% | — | 424 | +20 | New | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 17 | 2 | 0.0% | 0.01% | 428 | -1,047 | -98.4% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 18 | 2 | 0.0% | — | 427 | +18 | New | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Added to | 19 | 2 | 0.0% | 0.0% | 426 | +4 | 26.67% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 15 | 2 | 0.0% | 0.0% | 429 | +4 | 36.36% | Q4 2025 | Feb 24, 2026 |
| Principia Wealth Advisory, LLC | History | New | 12 | 1 | 0.0% | — | 439 | +12 | New | Q4 2025 | Feb 10, 2026 |
| Rakuten Securities, Inc. | History | New | 10 | 1 | 0.0% | — | 437 | +10 | New | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | New | 9 | 1 | 0.0% | — | 434 | +9 | New | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Added to | 12 | 1 | 0.0% | — | 435 | +9 | 300.0% | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 7 | 1 | 0.0% | — | 440 | +7 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 432 | +5 | 71.43% | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 8 | 1 | 0.0% | — | 431 | +4 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 10 | 1 | 0.0% | 0.0% | 433 | -2 | -16.67% | Q4 2025 | Feb 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 13 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 12 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -429,855 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -203,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMIRAL GESTION | History | Closed out | 0 | 0 | — | 4.9% | — | -84,703 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -57,486 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Capital Impact Advisors, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -49,041 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -47,286 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.21% | — | -33,134 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -30,998 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -29,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,304 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -13,337 | -100.0% | Q3 2025 | Oct 28, 2025 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.43% | — | -12,600 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -11,454 | -100.0% | Q3 2025 | Oct 31, 2025 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.15% | — | -9,590 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -9,440 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.49% | — | -8,947 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,449 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Maytus Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.26% | — | -7,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,266 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,192 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -5,887 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.01% | — | -5,814 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -5,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -5,428 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -5,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,873 | -100.0% | Q3 2025 | Oct 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.28% | — | -4,551 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,424 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,215 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.71% | — | -3,575 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,996 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,566 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,478 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,474 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,441 | -100.0% | Q3 2025 | Nov 17, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,332 | -100.0% | Q3 2025 | Oct 28, 2025 |
| DC Investments Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,326 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,229 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| L2 Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,967 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,897 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -1,521 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,506 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,496 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,459 | -100.0% | Q3 2025 | Oct 24, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,440 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,359 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Claret Asset Management Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -1,278 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,272 | -100.0% | Q3 2025 | Nov 19, 2025 |
| WADDELL & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,269 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3 | 0 | — | 0.0% | — | -835 | -99.64% | Q4 2025 | Feb 06, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -260 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Optiver Holding B.V. | History | Reduced | 4 | 0 | — | 0.0% | — | -96 | -96.0% | Q4 2025 | Feb 17, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Oct 21, 2025 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 24, 2025 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 24, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 09, 2026 |
| Quaker Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 6 | 0 | — | 0.0% | — | -6 | -50.0% | Q4 2025 | Feb 18, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Bare Financial Services, Inc | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 12, 2026 |
| Cromwell Holdings LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 3 | 0 | — | 0.0% | — | -3 | -50.0% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Jan 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |