Piedmont Realty Trust, Inc. - PDM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 30 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 19,026,998 | 158,685 | 0.0% | 0.0% | 1 | -52,759 | -0.28% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 14,518,765 | 121,086 | 0.0% | 0.0% | 2 | +246,130 | 1.72% | Q4 2025 | Feb 12, 2026 |
| COHEN & STEERS, INC. | History | Added to | 6,698,202 | 55,863 | 0.1% | 0.1% | 3 | +812,700 | 13.81% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 5,389,918 | 44,951 | 0.0% | 0.0% | 4 | -168,699 | -3.03% | Q4 2025 | Feb 13, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | Added to | 4,240,902 | 35,369 | 5.49% | 6.7% | 5 | +179,001 | 4.41% | Q4 2025 | Jan 07, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 3,865,954 | 32,242 | 0.07% | 0.08% | 6 | -229,700 | -5.61% | Q4 2025 | Feb 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 3,776,972 | 31,499 | 0.92% | 1.02% | 7 | -17,579 | -0.46% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,450,821 | 28,779 | 0.0% | 0.0% | 8 | +296,114 | 9.39% | Q4 2025 | Feb 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 3,429,364 | 28,600 | 0.28% | 0.12% | 9 | +2,080,658 | 154.27% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,247,516 | 27,087 | 0.0% | 0.0% | 10 | +38,687 | 1.21% | Q4 2025 | Feb 09, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 3,247,359 | 27,082 | 0.09% | 0.1% | 11 | +32,020 | 1.0% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,026,107 | 25,237 | 0.0% | 0.01% | 12 | -295,938 | -8.91% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 2,923,776 | 24,384 | 0.03% | 0.03% | 13 | +498,260 | 20.54% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,739,843 | 22,334 | 0.01% | 0.0% | 14 | +857,514 | 45.56% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,765,199 | 14,721 | 0.0% | 0.0% | 15 | -456,010 | -20.53% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,678,090 | 13,995 | 0.0% | 0.0% | 16 | -7,707 | -0.46% | Q4 2025 | Feb 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 1,676,141 | 13,979 | 0.33% | 0.35% | 17 | +98,860 | 6.27% | Q4 2025 | Feb 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 1,490,514 | 12,451 | 0.02% | 0.02% | 18 | +121,941 | 8.91% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,424,835 | 11,883 | 0.0% | 0.0% | 19 | -14,549 | -1.01% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,410,834 | 11,766 | 0.06% | — | 20 | +1,410,834 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,410,838 | 11,766 | 0.0% | 0.0% | 21 | -192,365 | -12.0% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 1,163,645 | 9,704 | 0.0% | 0.0% | 22 | +29,807 | 2.63% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 888,588 | 7,410 | 0.0% | 0.0% | 23 | +188,562 | 26.94% | Q4 2025 | Feb 17, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 819,238 | 6,832 | 0.1% | 0.09% | 24 | +122,346 | 17.56% | Q4 2025 | Feb 10, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 803,021 | 6,697 | 0.01% | 0.01% | 25 | -69,825 | -8.0% | Q4 2025 | Feb 11, 2026 |
| DC Investments Management, LLC | History | No change | 744,654 | 6,210 | 2.75% | 2.78% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 718,600 | 5,993 | 0.01% | 0.01% | 27 | -62,100 | -7.95% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 704,837 | 5,878 | 0.0% | 0.0% | 28 | -23,319 | -3.2% | Q4 2025 | Jan 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 655,766 | 5,469 | 0.01% | — | 29 | +655,766 | New | Q4 2025 | Feb 17, 2026 |
| Helix Partners Management LP | History | No change | 625,000 | 5,212 | 1.75% | 2.36% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 554,242 | 4,622 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 550,000 | 4,587 | 0.14% | 0.12% | 32 | +125,000 | 29.41% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 537,726 | 4,484 | 0.01% | 0.01% | 33 | +144,847 | 36.87% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 522,654 | 4,358 | 0.0% | 0.0% | 34 | +62,010 | 13.46% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 520,085 | 4,337 | 0.0% | 0.0% | 35 | -15,686 | -2.93% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 492,699 | 4,109 | 0.0% | 0.0% | 36 | +1,025 | 0.21% | Q4 2025 | Feb 10, 2026 |
| Apollo Management Holdings, L.P. | History | New | 483,520 | 4,032 | 0.03% | — | 37 | +483,520 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 472,310 | 3,939 | 0.01% | 0.01% | 38 | +8,386 | 1.81% | Q4 2025 | Jan 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 409,361 | 3,414 | 0.01% | — | 39 | +409,361 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 403,808 | 3,367 | 0.0% | 0.0% | 40 | +1,000 | 0.25% | Q4 2025 | Jan 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 388,039 | 3,236 | 0.02% | 0.02% | 41 | +1,300 | 0.34% | Q4 2025 | Feb 04, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 344,411 | 2,872 | 0.01% | 0.0% | 42 | -119,101 | -25.7% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 340,925 | 2,843 | 0.02% | 0.04% | 43 | -311,587 | -47.75% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 334,347 | 2,788 | 0.0% | 0.0% | 44 | -123,842 | -27.03% | Q4 2025 | Feb 19, 2026 |
| Nepsis Inc. | History | Added to | 329,284 | 2,746 | 0.85% | 0.64% | 45 | +106,105 | 47.54% | Q4 2025 | Jan 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 315,009 | 2,627 | 0.02% | 0.03% | 46 | -13,601 | -4.14% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 295,160 | 2,461 | 0.0% | 0.0% | 47 | -271,868 | -47.95% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 285,753 | 2,383 | 0.0% | 0.0% | 48 | -29,448 | -9.34% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 245,500 | 2,047 | 0.0% | 0.0% | 49 | +4,300 | 1.78% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 214,584 | 1,788 | 0.0% | 0.0% | 50 | -16,278 | -7.05% | Q4 2025 | Feb 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 213,805 | 1,783 | 0.05% | 0.05% | 51 | -26,174 | -10.91% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 199,631 | 1,664 | 0.0% | 0.0% | 52 | +174,431 | 692.19% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 198,784 | 1,657 | 0.0% | 0.0% | 53 | +18,868 | 10.49% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 196,868 | 1,641 | 0.0% | 0.0% | 54 | -500 | -0.25% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 187,700 | 1,565 | 0.0% | 0.0% | 55 | +9,000 | 5.04% | Q4 2025 | Feb 10, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 184,745 | 1,550 | 0.0% | 0.0% | 56 | +11,240 | 6.48% | Q4 2025 | Jan 27, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 184,407 | 1,537 | 0.0% | 0.0% | 57 | +19,484 | 11.81% | Q4 2025 | Mar 20, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 182,664 | 1,523 | 0.0% | 0.0% | 58 | -26,653 | -12.73% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 177,217 | 1,477 | 0.0% | 0.01% | 59 | -5,721 | -3.13% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 176,874 | 1,475 | 0.0% | 0.0% | 60 | +10,272 | 6.17% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 172,066 | 1,435 | 0.0% | 0.0% | 61 | -5,032 | -2.84% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 158,088 | 1,318 | 0.0% | 0.0% | 62 | +43,540 | 38.01% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 153,036 | 1,276 | 0.0% | 0.0% | 63 | +136,295 | 814.14% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 150,313 | 1,253 | 0.0% | 0.0% | 64 | +6,701 | 4.67% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 142,049 | 1,184 | 0.0% | 0.0% | 65 | +1,513 | 1.08% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Added to | 141,414 | 1,179 | 0.0% | 0.0% | 66 | +108,964 | 335.79% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 139,344 | 1,162 | 0.0% | 0.0% | 67 | -1,542 | -1.09% | Q4 2025 | Jan 23, 2026 |
| Swedbank AB | History | No change | 138,437 | 1,154 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 138,277 | 1,153 | 0.0% | 0.0% | 69 | +25,741 | 22.87% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 135,685 | 1,132 | 0.0% | 0.0% | 70 | +2,534 | 1.9% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 124,896 | 1,041 | 0.0% | 0.0% | 71 | +15,116 | 13.77% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 124,201 | 1,035 | 0.0% | 0.0% | 72 | +4,986 | 4.18% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 119,571 | 997 | 0.0% | 0.0% | 73 | -9,020 | -7.01% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 113,483 | 946 | 0.0% | 0.0% | 74 | -6,416 | -5.35% | Q4 2025 | Jan 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 109,527 | 913 | 0.0% | 0.0% | 75 | +20,496 | 23.02% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 106,281 | 881 | 0.0% | 0.0% | 76 | +13,349 | 14.36% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 102,664 | 856 | 0.0% | 0.0% | 77 | -46,855 | -31.34% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 92,959 | 775 | 0.0% | 0.0% | 78 | +1,896 | 2.08% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 89,516 | 746 | 0.01% | 0.01% | 79 | -264 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 86,000 | 717 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 84,624 | 705 | 0.01% | 0.01% | 81 | +15,526 | 22.47% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 79,503 | 663 | 0.02% | 0.01% | 82 | +47,140 | 145.66% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 77,571 | 646 | 0.04% | 0.04% | 83 | +27 | 0.03% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 76,107 | 634 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 74,475 | 621 | 0.0% | 0.0% | 85 | -13,050 | -14.91% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 73,711 | 614 | 0.0% | 0.0% | 86 | -18,871 | -20.38% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 73,395 | 612 | 0.0% | 0.0% | 87 | +4,104 | 5.92% | Q4 2025 | Jan 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 72,564 | 605 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 72,411 | 603 | 0.0% | 0.0% | 89 | +459 | 0.64% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 70,380 | 586 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 67,292 | 561 | 0.0% | 0.01% | 91 | +1,356 | 2.06% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 67,128 | 559 | 0.01% | 0.01% | 92 | +470 | 0.71% | Q4 2025 | Jan 23, 2026 |
| Amundi | History | Added to | 66,177 | 551 | 0.0% | 0.0% | 93 | +3,147 | 4.99% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 63,711 | 531 | 0.0% | 0.0% | 94 | -11,737 | -15.56% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 61,020 | 508 | 0.0% | 0.0% | 95 | -118,753 | -66.06% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 57,776 | 481 | 0.0% | 0.0% | 96 | +4 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 55,857 | 465 | 0.04% | 0.04% | 97 | +5,440 | 10.79% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 53,902 | 449 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 51,826 | 434 | 0.0% | 0.0% | 99 | -3,885 | -6.97% | Q4 2025 | Feb 06, 2026 |
| Greenland Capital Management LP | History | Reduced | 50,900 | 424 | 0.04% | 0.4% | 100 | -391,977 | -88.51% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 49,554 | 413 | 0.0% | 0.0% | 101 | +133 | 0.27% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 49,499 | 412 | 0.0% | 0.0% | 102 | +4,771 | 10.67% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 48,551 | 406 | 0.01% | 0.01% | 103 | -1,559 | -3.11% | Q4 2025 | Jan 23, 2026 |
| Ethic Inc. | History | Added to | 48,320 | 402 | 0.01% | 0.01% | 104 | +9,641 | 24.93% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,596 | 397 | 0.0% | 0.0% | 105 | +6,210 | 15.01% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 46,215 | 390 | 0.0% | 0.0% | 106 | +3,629 | 8.52% | Q4 2025 | Jan 08, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 46,683 | 389 | 0.0% | 0.0% | 107 | +1,321 | 2.91% | Q4 2025 | Feb 11, 2026 |
| Hazelview Securities Inc. | History | Added to | 46,430 | 384 | 0.07% | 0.05% | 108 | +17,610 | 61.1% | Q4 2025 | Feb 17, 2026 |
| Presima Securities ULC | History | Added to | 45,142 | 376 | 0.22% | 0.11% | 109 | +935 | 2.12% | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | Added to | 44,442 | 370 | 0.01% | 0.0% | 110 | +16,527 | 59.2% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Added to | 44,473 | 370 | 0.0% | 0.0% | 111 | +4,887 | 12.35% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 44,032 | 367 | 0.0% | — | 112 | +44,032 | New | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | No change | 41,967 | 350 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 40,522 | 338 | 0.0% | 0.0% | 114 | +3,779 | 10.28% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 40,214 | 335 | 0.01% | 0.01% | 115 | +1,664 | 4.32% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 39,926 | 332 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 38,951 | 324 | 0.0% | 0.0% | 117 | +2,705 | 7.46% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 38,337 | 319 | 0.0% | 0.0% | 118 | -20,363 | -34.69% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 37,851 | 315 | 0.0% | — | 119 | +37,851 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 37,571 | 313 | 0.0% | 0.0% | 120 | +262 | 0.7% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 36,972 | 308 | 0.0% | 0.0% | 121 | -2,819 | -7.08% | Q4 2025 | Feb 17, 2026 |
| ALLSTATE CORP | History | New | 35,919 | 299 | 0.0% | — | 122 | +35,919 | New | Q4 2025 | Feb 09, 2026 |
| Arizona State Retirement System | History | Reduced | 34,748 | 289 | 0.0% | 0.0% | 123 | -2,065 | -5.61% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,321 | 286 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 33,978 | 283 | 0.0% | 0.0% | 125 | +13,418 | 65.26% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 33,449 | 279 | 0.0% | 0.0% | 126 | -522 | -1.54% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,987 | 275 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 32,824 | 273 | 0.0% | 0.0% | 128 | +1,438 | 4.58% | Q4 2025 | Feb 10, 2026 |
| ALPS ADVISORS INC | History | No change | 32,402 | 270 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 30,866 | 257 | 0.0% | 0.0% | 130 | +10,964 | 55.09% | Q4 2025 | Feb 03, 2026 |
| London & Capital Asset Management Ltd | History | New | 29,560 | 246 | 0.0% | — | 131 | +29,560 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 27,947 | 233 | 0.0% | 0.0% | 132 | -15,790 | -36.1% | Q4 2025 | Feb 17, 2026 |
| Metis Global Partners, LLC | History | No change | 28,057 | 233 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 27,491 | 229 | 0.0% | 0.0% | 134 | -11,871 | -30.16% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,600 | 221 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 25,668 | 214 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 27,395 | 208 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 24,700 | 205 | 0.0% | 0.0% | 138 | -9,800 | -28.41% | Q4 2025 | Feb 12, 2026 |
| BFSG, LLC | History | Added to | 24,010 | 200 | 0.02% | 0.02% | 139 | +280 | 1.18% | Q4 2025 | Jan 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 23,826 | 198 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 23,481 | 195 | 0.0% | 0.0% | 141 | +1,058 | 4.72% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 22,725 | 189 | 0.0% | 0.0% | 142 | +1,461 | 6.87% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Reduced | 21,900 | 182 | 0.0% | 0.0% | 143 | -1,300 | -5.6% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 21,834 | 182 | 0.0% | 0.0% | 144 | +638 | 3.01% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 21,082 | 175 | 0.0% | — | 145 | +21,082 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 20,021 | 166 | 0.0% | 0.0% | 146 | -378,493 | -94.98% | Q4 2025 | Feb 13, 2026 |
| IFM Investors Pty Ltd | History | No change | 19,826 | 165 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 18,880 | 157 | 0.0% | 0.0% | 148 | -392 | -2.03% | Q4 2025 | Jan 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 18,604 | 155 | 0.0% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 17,900 | 149 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 17,797 | 148 | 0.0% | 0.0% | 151 | -650,929 | -97.34% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,530 | 137 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 16,404 | 136 | 0.0% | 0.0% | 153 | -1,415 | -7.94% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,962 | 133 | 0.0% | 0.0% | 154 | -519 | -3.15% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,871 | 132 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 15,800 | 131 | 0.0% | 0.0% | 156 | -100 | -0.63% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,676 | 130 | 0.0% | 0.0% | 157 | -587 | -3.61% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Reduced | 15,026 | 125 | 0.01% | 0.01% | 158 | -3,097 | -17.09% | Q4 2025 | Feb 06, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 14,812 | 123 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DGS Capital Management, LLC | History | Reduced | 14,599 | 121 | 0.02% | 0.03% | 160 | -978 | -6.28% | Q4 2025 | Feb 24, 2026 |
| Andrews Advisory Associates, LLC | History | New | 13,976 | 116 | 0.06% | — | 161 | +13,976 | New | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,878 | 115 | 0.0% | 0.0% | 162 | -25,994 | -65.19% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 13,655 | 114 | 0.0% | 0.0% | 163 | -253 | -1.82% | Q4 2025 | Feb 18, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 13,683 | 114 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 13,453 | 112 | 0.01% | — | 165 | +13,453 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,214 | 110 | 0.0% | 0.0% | 166 | +21 | 0.16% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,973 | 108 | 0.0% | 0.0% | 167 | -967 | -6.94% | Q4 2025 | Feb 11, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 12,816 | 106 | 0.04% | 0.05% | 168 | -683 | -5.06% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,570 | 104 | 0.0% | 0.0% | 170 | -149 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | No change | 12,496 | 104 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,715 | 97 | 0.0% | 0.0% | 171 | -21,985 | -65.24% | Q4 2025 | Feb 17, 2026 |
| Sherry Group, Inc. | History | New | 11,423 | 95 | 0.1% | — | 172 | +11,423 | New | Q4 2025 | Feb 05, 2026 |
| Quantbot Technologies LP | History | New | 11,288 | 94 | 0.0% | — | 173 | +11,288 | New | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Added to | 11,304 | 94 | 0.0% | 0.0% | 174 | +75 | 0.67% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 10,644 | 88 | 0.0% | 0.0% | 175 | -721 | -6.34% | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,389 | 86 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,854 | 82 | 0.0% | 0.0% | 177 | +2,058 | 26.4% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 9,766 | 81 | 0.0% | — | 178 | +9,766 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,334 | 77 | 0.0% | 0.0% | 179 | +4,519 | 93.85% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 7,512 | 63 | 0.0% | — | 180 | +7,512 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,194 | 60 | 0.0% | 0.0% | 181 | -250 | -3.36% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,167 | 59 | 0.0% | 0.0% | 182 | -1,443 | -16.76% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,464 | 53 | 0.0% | 0.0% | 183 | -1,248 | -16.18% | Q4 2025 | Feb 09, 2026 |
| Pflug Koory, LLC | History | No change | 4,676 | 38 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Reduced | 4,312 | 35 | 0.0% | 0.0% | 185 | -5,909 | -57.81% | Q4 2025 | Jan 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,907 | 33 | 0.0% | 0.0% | 186 | -402 | -9.33% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | No change | 3,769 | 31 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,597 | 30 | 0.0% | — | 189 | +3,597 | New | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,639 | 30 | 0.0% | 0.0% | 188 | +913 | 33.49% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,133 | 26 | 0.0% | 0.0% | 190 | -26 | -0.82% | Q4 2025 | Jan 05, 2026 |
| WFA of San Diego, LLC | History | No change | 2,828 | 23 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,733 | 22 | 0.0% | — | 192 | +2,733 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,608 | 21 | 0.0% | 0.0% | 193 | -1,482 | -36.23% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Added to | 2,633 | 21 | 0.0% | 0.0% | 194 | +833 | 46.28% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,304 | 19 | 0.0% | 0.0% | 195 | -5,028 | -68.58% | Q4 2025 | Feb 17, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 2,242 | 18 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,077 | 17 | 0.0% | 0.0% | 197 | +1,490 | 253.83% | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,056 | 17 | 0.0% | 0.0% | 198 | -10 | -0.48% | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,908 | 16 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | No change | 2,032 | 16 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,655 | 13 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 1,423 | 11 | 0.0% | 0.0% | 202 | -17,634 | -92.53% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,270 | 10 | 0.0% | 0.0% | 204 | +240 | 23.3% | Q4 2025 | Mar 16, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,247 | 10 | 0.0% | 0.0% | 203 | -21 | -1.66% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,068 | 8 | 0.0% | — | 206 | +1,068 | New | Q4 2025 | Jan 30, 2026 |
| Camelot Portfolios, LLC | History | New | 1,000 | 8 | 0.0% | — | 205 | +1,000 | New | Q4 2025 | Jan 29, 2026 |
| Key FInancial Inc | History | No change | 972 | 8 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 848 | 7 | 0.01% | — | 209 | +848 | New | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | No change | 900 | 7 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | New | 743 | 6 | 0.0% | — | 211 | +743 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 822 | 6 | 0.0% | 0.0% | 210 | +543 | 194.62% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 756 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 602 | 5 | 0.0% | — | 213 | +602 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | No change | 668 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 712 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 504 | 4 | 0.0% | — | 220 | +504 | New | Q4 2025 | Jan 26, 2026 |
| Motiv8 Investments LLC | History | New | 420 | 4 | 0.0% | — | 219 | +420 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 587 | 4 | 0.0% | 0.0% | 218 | +23 | 4.08% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 590 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 561 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 474 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 436 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 374 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 305 | 2 | 0.0% | — | 226 | +305 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 320 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 269 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WPG Advisers, LLC | History | New | 168 | 1 | 0.0% | — | 230 | +168 | New | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | New | 135 | 1 | 0.0% | — | 231 | +135 | New | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 167 | 1 | 0.0% | — | 227 | +130 | 351.35% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Added to | 132 | 1 | 0.0% | — | 229 | +24 | 22.22% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 211 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -581,243 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -191,485 | -100.0% | Q3 2025 | Nov 17, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,026 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -31,978 | -100.0% | Q3 2025 | Oct 31, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,049 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,499 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,589 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,491 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.02% | — | -15,514 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,315 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,748 | -100.0% | Q3 2025 | Nov 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,567 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,566 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,994 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,426 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,332 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,235 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 91 | 0 | — | 0.01% | — | -2,426 | -96.38% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,066 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Reduced | 110 | 0 | — | 0.0% | — | -578 | -84.01% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Blue Trust, Inc. | History | Reduced | 70 | 0 | — | — | — | -37 | -34.58% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Reduced | 39 | 0 | — | — | — | -13 | -25.0% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 116 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Darwin Wealth Management, LLC | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Avion Wealth | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |