Phillips Edison & Company, Inc. - PECO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 21,933,999 | 780,192 | 0.01% | 0.01% | 1 | +433,482 | 2.02% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 20,215,956 | 719,081 | 0.01% | 0.01% | 2 | -129,218 | -0.64% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 7,211,391 | 257,275 | 0.01% | 0.01% | 3 | -79,582 | -1.09% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 6,308,034 | 224,376 | 0.04% | 0.04% | 4 | +325,215 | 5.44% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 4,172,402 | 148,412 | 0.01% | 0.01% | 5 | +65,338 | 1.59% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,442,222 | 122,456 | 0.01% | 0.01% | 6 | +1,754 | 0.05% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,322,844 | 82,623 | 0.01% | 0.01% | 7 | +86,749 | 3.88% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 2,181,911 | 77,610 | 0.92% | 0.98% | 8 | -314,129 | -12.59% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,991,837 | 70,849 | 0.01% | — | 9 | +1,991,837 | New | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,824,940 | 64,914 | 0.01% | 0.01% | 10 | +65,714 | 3.74% | Q4 2025 | Feb 12, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 1,788,426 | 63,614 | 0.72% | 0.66% | 11 | +90,818 | 5.35% | Q4 2025 | Jan 26, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,530,772 | 54,449 | 0.07% | 0.08% | 12 | -338,846 | -18.12% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,525,134 | 54,249 | 0.01% | 0.01% | 13 | -634,131 | -29.37% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,145,114 | 40,731 | 0.0% | 0.0% | 14 | +41,900 | 3.8% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,116,494 | 39,714 | 0.06% | — | 15 | +1,116,494 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,050,182 | 37,354 | 0.0% | 0.0% | 16 | -50,760 | -4.61% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 1,011,500 | 35,979 | 0.02% | — | 17 | +1,011,500 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,008,126 | 35,859 | 0.01% | 0.01% | 18 | +313,327 | 45.1% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 965,497 | 34,342 | 0.01% | 0.01% | 19 | +31,328 | 3.35% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Added to | 878,521 | 31,248 | 0.01% | 0.01% | 20 | +95,547 | 12.2% | Q4 2025 | Feb 09, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 781,518 | 27,798 | 0.04% | 0.05% | 21 | -178,482 | -18.59% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 752,530 | 26,767 | 0.03% | 0.03% | 22 | -34,547 | -4.39% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 742,601 | 26,415 | 0.01% | 0.0% | 23 | +449,725 | 153.55% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 740,174 | 26,328 | 0.0% | 0.0% | 24 | -298,764 | -28.76% | Q4 2025 | Mar 25, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 649,222 | 23,092 | 0.01% | 0.01% | 25 | +12,375 | 1.94% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 628,399 | 22,352 | 0.0% | 0.0% | 26 | +213,590 | 51.49% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 599,974 | 21,341 | 0.01% | 0.01% | 27 | -6,691 | -1.1% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 570,836 | 20,304 | 0.0% | 0.0% | 28 | +20,560 | 3.74% | Q4 2025 | Jan 29, 2026 |
| Alyeska Investment Group, L.P. | History | New | 545,401 | 19,399 | 0.05% | — | 29 | +545,401 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 514,576 | 18,303 | 0.02% | 0.03% | 30 | -335,117 | -39.44% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 513,076 | 18,250 | 0.07% | 0.0% | 31 | +492,076 | 2343.22% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 489,959 | 17,427 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 455,798 | 16,212 | 0.0% | 0.0% | 33 | +17,097 | 3.9% | Q4 2025 | Feb 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 421,522 | 14,993 | 0.01% | 0.0% | 34 | +214,191 | 103.31% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 399,077 | 14,195 | 0.02% | 0.02% | 35 | -28,825 | -6.74% | Q4 2025 | Feb 12, 2026 |
| Jain Global LLC | History | Added to | 394,947 | 14,048 | 0.07% | 0.05% | 36 | +106,896 | 37.11% | Q4 2025 | Feb 17, 2026 |
| Sophron Capital Management L.P. | History | Reduced | 371,486 | 13,213 | 4.25% | 6.07% | 37 | -202,175 | -35.24% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 359,707 | 12,794 | 0.01% | 0.01% | 38 | +64,852 | 21.99% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 359,410 | 12,784 | 0.0% | 0.0% | 39 | +4,532 | 1.28% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 356,456 | 12,679 | 0.0% | 0.0% | 40 | -35,203 | -8.99% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 351,126 | 12,489 | 0.01% | 0.01% | 41 | -29,636 | -7.78% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 349,583 | 12,434 | 0.26% | 0.22% | 42 | +58,868 | 20.25% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 334,455 | 11,897 | 0.03% | 0.03% | 43 | -5,369 | -1.58% | Q4 2025 | Feb 05, 2026 |
| Hudson Bay Capital Management LP | History | New | 281,072 | 9,997 | 0.03% | — | 44 | +281,072 | New | Q4 2025 | Feb 13, 2026 |
| B&I Capital AG | History | Added to | 277,931 | 9,886 | 3.52% | 2.75% | 45 | +46,100 | 19.89% | Q4 2025 | Jan 26, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 272,186 | 9,798 | 0.03% | 0.03% | 46 | -13,443 | -4.71% | Q4 2025 | Jan 27, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 251,166 | 8,933 | 0.01% | 0.0% | 47 | +13,739 | 5.79% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 248,985 | 8,855 | 0.0% | 0.0% | 48 | +62,523 | 33.53% | Q4 2025 | Mar 20, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 248,520 | 8,840 | 0.14% | 0.02% | 49 | +219,080 | 744.16% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 247,700 | 8,810 | 0.01% | 0.0% | 50 | +4,600 | 1.89% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 228,507 | 8,128 | 0.01% | 0.01% | 51 | -37,872 | -14.22% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 221,563 | 7,880 | 0.0% | 0.0% | 52 | -32,093 | -12.65% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 206,175 | 7,334 | 0.01% | 0.0% | 53 | +182,333 | 764.76% | Q4 2025 | Jan 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 205,711 | 7,317 | 0.0% | 0.0% | 54 | +156,778 | 320.39% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 192,825 | 6,858 | 0.02% | 0.02% | 55 | +428 | 0.22% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 190,530 | 6,777 | 0.02% | 0.02% | 56 | +7,300 | 3.98% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 183,319 | 6,520 | 0.01% | 0.01% | 57 | +402 | 0.22% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 173,550 | 6,173 | 0.02% | 0.02% | 58 | -5,196 | -2.91% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 171,885 | 6,113 | 0.0% | 0.0% | 59 | +7,463 | 4.54% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 161,670 | 5,750 | 0.01% | — | 60 | +161,670 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 161,138 | 5,731 | 0.0% | 0.0% | 61 | +33,685 | 26.43% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 159,902 | 5,687 | 0.01% | 0.01% | 62 | -16,183 | -9.19% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 173,165 | 5,583 | 0.14% | 0.13% | 63 | -30,062 | -14.79% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 152,444 | 5,422 | 0.01% | 0.01% | 64 | -105,072 | -40.8% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 150,486 | 5,352 | 0.0% | 0.0% | 65 | +49,376 | 48.83% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 148,538 | 5,283 | 0.0% | 0.0% | 66 | +63,973 | 75.65% | Q4 2025 | Feb 17, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 142,945 | 5,084 | 0.3% | 0.3% | 67 | -9,619 | -6.3% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 139,581 | 4,964 | 0.0% | 0.0% | 68 | +1,351 | 0.98% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 137,555 | 4,893 | 0.01% | 0.0% | 69 | +137,245 | 44272.58% | Q4 2025 | Feb 05, 2026 |
| McAdam, LLC | History | Reduced | 136,972 | 4,872 | 0.22% | 0.24% | 70 | -6,505 | -4.53% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 133,606 | 4,750 | 0.05% | 0.05% | 71 | +2,135 | 1.62% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 125,212 | 4,453 | 0.01% | 0.0% | 72 | +82,342 | 192.07% | Q4 2025 | Feb 11, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 123,225 | 4,383 | 0.01% | 0.01% | 73 | -2,245 | -1.79% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 122,966 | 4,373 | 0.0% | — | 74 | +122,966 | New | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 122,230 | 4,347 | 0.0% | 0.0% | 75 | +1,113 | 0.92% | Q4 2025 | Feb 11, 2026 |
| Aberdeen Group plc | History | Added to | 122,150 | 4,344 | 0.01% | 0.01% | 76 | +3,058 | 2.57% | Q4 2025 | Jan 16, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 121,778 | 4,331 | 0.2% | 0.31% | 77 | -118,924 | -49.41% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 119,979 | 4,267 | 0.0% | 0.0% | 78 | +6,483 | 5.71% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 117,825 | 4,191 | 0.01% | 0.01% | 79 | -8,650 | -6.84% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 112,126 | 3,909 | 0.01% | 0.01% | 80 | -928 | -0.82% | Q4 2025 | Jan 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 109,715 | 3,903 | 0.18% | 0.17% | 81 | +1,701 | 1.57% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 108,618 | 3,864 | 0.0% | 0.0% | 82 | +3,519 | 3.35% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 105,317 | 3,746 | 0.01% | 0.01% | 83 | -43,662 | -29.31% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 105,207 | 3,742 | 0.07% | 0.08% | 84 | -6,054 | -5.44% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 104,684 | 3,723 | 0.0% | 0.0% | 85 | +2,537 | 2.48% | Q4 2025 | Feb 18, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 102,996 | 3,663 | 0.04% | 0.04% | 86 | -257 | -0.25% | Q4 2025 | Feb 10, 2026 |
| Neo Ivy Capital Management | History | New | 102,500 | 3,645 | 0.58% | — | 87 | +102,500 | New | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 102,233 | 3,636 | 0.04% | 0.05% | 88 | -10,012 | -8.92% | Q4 2025 | Jan 21, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 100,608 | 3,573 | 0.0% | — | 89 | +100,608 | New | Q4 2025 | Jan 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 98,574 | 3,476 | 0.0% | 0.0% | 90 | +5,071 | 5.42% | Q4 2025 | Feb 03, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 95,000 | 3,379 | 0.1% | 0.1% | 91 | -5,000 | -5.0% | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 89,741 | 3,192 | 0.01% | 0.05% | 92 | -1,224,433 | -93.17% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 89,539 | 3,184 | 0.02% | 0.03% | 93 | -6,515 | -6.78% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 87,825 | 3,123 | 0.01% | 0.01% | 94 | +5,654 | 6.88% | Q4 2025 | Jan 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 83,771 | 2,980 | 0.23% | 0.22% | 95 | +2,484 | 3.06% | Q4 2025 | Jan 20, 2026 |
| Amundi | History | Reduced | 83,515 | 2,970 | 0.0% | 0.0% | 96 | -2,929 | -3.39% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 79,834 | 2,839 | 0.01% | 0.01% | 97 | -43,108 | -35.06% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 79,264 | 2,819 | 0.0% | 0.0% | 98 | +42,155 | 113.6% | Q4 2025 | Feb 18, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 73,892 | 2,628 | 0.01% | 0.01% | 99 | -3,591 | -4.63% | Q4 2025 | Feb 12, 2026 |
| VARCOV Co. | History | New | 73,747 | 2,623 | 1.04% | — | 100 | +73,747 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 72,150 | 2,566 | 0.01% | 0.01% | 101 | -843 | -1.15% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 72,105 | 2,564 | 0.14% | 0.17% | 102 | -6,543 | -8.32% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 69,771 | 2,481 | 0.05% | 0.04% | 103 | +18,189 | 35.26% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 69,425 | 2,469 | 0.03% | 0.03% | 104 | +4,874 | 7.55% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 68,445 | 2,434 | 0.0% | 0.0% | 105 | +10,799 | 18.73% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 65,143 | 2,317 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TCW GROUP INC | History | Added to | 64,855 | 2,306 | 0.02% | 0.01% | 107 | +42,043 | 184.3% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 63,862 | 2,271 | 0.0% | 0.0% | 108 | +3,547 | 5.88% | Q4 2025 | Jan 28, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 61,997 | 2,205 | 0.01% | 0.01% | 109 | -952 | -1.51% | Q4 2025 | Jan 30, 2026 |
| Vert Asset Management LLC | History | Added to | 61,202 | 2,176 | 0.72% | 0.67% | 110 | +3,074 | 5.29% | Q4 2025 | Jan 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 60,752 | 2,160 | 0.0% | — | 111 | +60,752 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 59,949 | 2,132 | 0.01% | 0.01% | 112 | -2,637 | -4.21% | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 59,819 | 2,127 | 0.04% | 0.05% | 113 | -4,289 | -6.69% | Q4 2025 | Feb 13, 2026 |
| Polaris Capital Management, LLC | History | No change | 59,600 | 2,119 | 0.18% | 0.13% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 58,685 | 2,087 | 0.0% | 0.0% | 115 | -16 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 57,600 | 2,048 | 0.04% | 0.03% | 116 | -100 | -0.17% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 55,845 | 1,986 | 0.01% | 0.01% | 117 | -2,227 | -3.83% | Q4 2025 | Feb 18, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 55,450 | 1,972 | 0.05% | 0.06% | 118 | -14,683 | -20.94% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 54,152 | 1,926 | 0.02% | — | 119 | +54,152 | New | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 53,262 | 1,915 | 0.01% | 0.01% | 120 | -2,199 | -3.96% | Q4 2025 | Feb 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 53,438 | 1,900 | 0.01% | 0.01% | 121 | +12,250 | 29.74% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 52,877 | 1,881 | 0.0% | — | 122 | +52,877 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 52,342 | 1,861 | 0.01% | 0.01% | 123 | +6,812 | 14.96% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 49,557 | 1,795 | 0.01% | 0.01% | 124 | -5,566 | -10.1% | Q4 2025 | Feb 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 49,141 | 1,747 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 48,334 | 1,719 | 0.0% | 0.0% | 126 | +16,464 | 51.66% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 48,019 | 1,708 | 0.01% | 0.01% | 127 | +2,422 | 5.31% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 45,006 | 1,600 | 0.02% | 0.02% | 128 | -5,441 | -10.79% | Q4 2025 | Jan 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 44,137 | 1,569 | 0.23% | 0.25% | 129 | -5,171 | -10.49% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 44,023 | 1,565 | 0.07% | 0.06% | 130 | -178 | -0.4% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 42,156 | 1,499 | 0.0% | 0.0% | 131 | +12,056 | 40.05% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 41,770 | 1,485 | 0.06% | 0.08% | 133 | +7,314 | 21.23% | Q4 2025 | Feb 04, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 41,766 | 1,485 | 0.34% | 0.36% | 132 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 41,281 | 1,468 | 0.01% | 0.0% | 134 | +25,489 | 161.4% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 41,214 | 1,465 | 0.02% | 0.03% | 135 | -18,721 | -31.24% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 41,007 | 1,458 | 0.0% | — | 136 | +41,007 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 38,592 | 1,372 | 0.0% | 0.0% | 137 | +7,397 | 23.71% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | Added to | 38,295 | 1,362 | 0.07% | 0.03% | 138 | +25,370 | 196.29% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 37,826 | 1,345 | 0.0% | 0.0% | 139 | -12,126 | -24.28% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Added to | 36,990 | 1,315 | 0.36% | 0.34% | 140 | +2,920 | 8.57% | Q4 2025 | Jan 20, 2026 |
| Cooper Financial Group | History | No change | 36,616 | 1,302 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AMALGAMATED BANK | History | Added to | 36,516 | 1,299 | 0.01% | 0.01% | 142 | +363 | 1.0% | Q4 2025 | Feb 05, 2026 |
| INCEPTIONR LLC | History | Added to | 36,441 | 1,296 | 0.36% | 0.15% | 143 | +17,801 | 95.5% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 35,372 | 1,258 | 0.03% | 0.03% | 144 | -5,879 | -14.25% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 35,205 | 1,252 | 0.0% | 0.0% | 145 | -3,501 | -9.05% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 35,197 | 1,251 | 0.01% | 0.01% | 146 | +10,724 | 43.82% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 35,156 | 1,250 | 0.08% | 0.09% | 147 | -3,190 | -8.32% | Q4 2025 | Feb 03, 2026 |
| Arizona State Retirement System | History | Reduced | 34,994 | 1,244 | 0.01% | 0.01% | 148 | -2,102 | -5.67% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 34,800 | 1,238 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 34,731 | 1,235 | 0.0% | 0.0% | 150 | -53,033 | -60.43% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,444 | 1,229 | 0.01% | 0.01% | 151 | -5,027 | -12.74% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 34,504 | 1,227 | 0.01% | 0.01% | 152 | -473 | -1.35% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 34,493 | 1,226 | 0.05% | 0.04% | 153 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 33,759 | 1,201 | 0.0% | 0.0% | 154 | +3,022 | 9.83% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 33,690 | 1,198 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 33,595 | 1,194 | 0.01% | 0.01% | 156 | +5,275 | 18.63% | Q4 2025 | Feb 12, 2026 |
| Foresight Group Ltd Liability Partnership | History | No change | 33,307 | 1,194 | 0.18% | 0.17% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 32,998 | 1,173 | 0.01% | 0.01% | 158 | +634 | 1.96% | Q4 2025 | Jan 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 32,969 | 1,172 | 0.0% | 0.0% | 159 | +1,095 | 3.44% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 33,093 | 1,154 | 0.05% | 0.08% | 160 | -9,432 | -22.18% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,072 | 1,140 | 0.0% | 0.0% | 161 | +1,209 | 3.92% | Q4 2025 | Feb 06, 2026 |
| Headlands Technologies LLC | History | Added to | 31,173 | 1,108 | 0.09% | 0.08% | 162 | +1,885 | 6.44% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 30,538 | 1,086 | 0.01% | 0.01% | 163 | +4,584 | 17.66% | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Reduced | 29,797 | 1,059 | 0.05% | 0.05% | 164 | -922 | -3.0% | Q4 2025 | Jan 26, 2026 |
| Metis Global Partners, LLC | History | Added to | 29,758 | 1,058 | 0.03% | 0.02% | 165 | +1,485 | 5.25% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 29,088 | 1,035 | 0.0% | 0.0% | 166 | +2,903 | 11.09% | Q4 2025 | Jan 26, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 28,756 | 1,022 | 0.01% | 0.01% | 167 | +500 | 1.77% | Q4 2025 | Feb 04, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 26,823 | 1,011 | 0.3% | — | 169 | +26,823 | New | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 28,240 | 1,011 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 28,308 | 1,007 | 0.0% | 0.0% | 170 | +1,153 | 4.25% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 27,332 | 972 | 0.0% | 0.0% | 171 | -7,401 | -21.31% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 26,900 | 959 | 0.0% | 0.0% | 172 | +900 | 3.46% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,063 | 927 | 0.0% | 0.0% | 173 | -316 | -1.2% | Q4 2025 | Feb 11, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 25,700 | 914 | 0.01% | 0.01% | 175 | -10,000 | -28.01% | Q4 2025 | Feb 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 25,684 | 914 | 0.06% | 0.06% | 174 | +50 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | No change | 25,558 | 909 | 0.2% | 0.19% | 176 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 25,511 | 907 | 0.61% | 0.6% | 177 | -720 | -2.74% | Q4 2025 | Feb 04, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 25,195 | 896 | 0.04% | 0.04% | 178 | -1,167 | -4.43% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 25,054 | 891 | 0.0% | 0.0% | 179 | -32,116 | -56.18% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,968 | 888 | 0.0% | 0.0% | 180 | +6,190 | 32.96% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 24,521 | 872 | 0.0% | 0.0% | 181 | +731 | 3.07% | Q4 2025 | Feb 06, 2026 |
| M Holdings Securities, Inc. | History | Added to | 23,994 | 853 | 0.06% | 0.08% | 182 | +12,553 | 109.72% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 22,828 | 814 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Provident Investment Management, Inc. | History | Added to | 22,470 | 799 | 0.07% | 0.04% | 184 | +8,325 | 58.85% | Q4 2025 | Feb 04, 2026 |
| STRS OHIO | History | Reduced | 22,300 | 793 | 0.0% | 0.0% | 185 | -700 | -3.04% | Q4 2025 | Feb 02, 2026 |
| Dynamic Financial Group | History | Reduced | 22,224 | 790 | 0.67% | 0.68% | 186 | -560 | -2.46% | Q4 2025 | Jan 26, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 21,516 | 771 | 0.08% | 0.07% | 187 | +1,204 | 5.93% | Q4 2025 | Feb 17, 2026 |
| Ducere Wealth Management LLC | History | New | 21,652 | 770 | 0.3% | — | 188 | +21,652 | New | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | Reduced | 21,269 | 756 | 0.06% | 0.1% | 189 | -13,223 | -38.34% | Q4 2025 | Jan 29, 2026 |
| Odyssean, LLC | History | New | 20,808 | 740 | 0.53% | — | 190 | +20,808 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 20,708 | 734 | 0.01% | 0.01% | 191 | +4,661 | 29.05% | Q4 2025 | Feb 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 20,560 | 731 | 0.0% | 0.01% | 192 | -21,460 | -51.07% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 20,524 | 730 | 0.02% | 0.05% | 193 | -13,150 | -39.05% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | No change | 20,356 | 724 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 20,072 | 713 | 0.0% | 0.0% | 195 | +1,418 | 7.6% | Q4 2025 | Jan 29, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 19,882 | 707 | 0.02% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 19,822 | 705 | 0.11% | — | 197 | +19,822 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,288 | 686 | 0.0% | 0.0% | 199 | +3,912 | 25.44% | Q4 2025 | Feb 17, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 19,286 | 686 | 0.0% | 0.0% | 198 | +230 | 1.21% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 19,172 | 681 | 0.35% | 0.31% | 200 | -4,770 | -19.92% | Q4 2025 | Feb 18, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 19,560 | 664 | 0.0% | 0.0% | 201 | +1,703 | 9.54% | Q4 2025 | Feb 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 18,552 | 659 | 0.01% | 0.01% | 202 | +496 | 2.75% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 17,760 | 631 | 0.01% | 0.02% | 203 | -1,611 | -8.32% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 17,093 | 607 | 0.0% | 0.0% | 204 | +3,795 | 28.54% | Q4 2025 | Feb 03, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 17,046 | 606 | 0.28% | 0.26% | 205 | +153 | 0.91% | Q4 2025 | Jan 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 16,537 | 593 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AlphaQuest LLC | History | Reduced | 16,454 | 585 | 0.03% | 0.07% | 207 | -15,294 | -48.17% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,366 | 582 | 0.01% | 0.01% | 208 | +1,176 | 7.74% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | Added to | 15,644 | 556 | 0.02% | 0.02% | 209 | +86 | 0.55% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 15,357 | 546 | 0.04% | 0.04% | 210 | -3,173 | -17.12% | Q4 2025 | Jan 22, 2026 |
| Sage Capital Management, LLC | History | Added to | 15,141 | 538 | 0.25% | 0.23% | 211 | +52 | 0.34% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15,041 | 535 | 0.03% | 0.03% | 212 | +46 | 0.31% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 14,763 | 525 | 0.01% | 0.01% | 213 | +1,442 | 10.83% | Q4 2025 | Feb 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 14,475 | 514 | 0.0% | — | 214 | +14,475 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,751 | 489 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 13,203 | 471 | 0.0% | 0.0% | 216 | -14,991 | -53.17% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,743 | 453 | 0.0% | 0.0% | 218 | -8,218 | -39.21% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 12,737 | 453 | 0.0% | 0.0% | 219 | -488 | -3.69% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,752 | 453 | 0.01% | 0.01% | 217 | -115 | -0.89% | Q4 2025 | Feb 11, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 12,599 | 448 | 0.0% | — | 220 | +12,599 | New | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,459 | 443 | 0.0% | 0.0% | 221 | -241,322 | -95.09% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | New | 12,440 | 442 | 0.0% | — | 222 | +12,440 | New | Q4 2025 | Jan 30, 2026 |
| Catalina Capital Group, LLC | History | No change | 11,891 | 422 | 0.26% | 0.25% | 223 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Apeiron RIA LLC | History | Reduced | 11,472 | 414 | 0.08% | 0.09% | 224 | -608 | -5.03% | Q4 2025 | Feb 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,576 | 411 | 0.06% | — | 225 | +11,576 | New | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,474 | 408 | 0.02% | 0.04% | 226 | +327 | 2.93% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,426 | 406 | 0.0% | 0.0% | 227 | -229 | -1.96% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 11,350 | 403 | 0.01% | 0.01% | 228 | +1,208 | 11.91% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,153 | 396 | 0.0% | — | 229 | +11,153 | New | Q4 2025 | Feb 18, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 11,100 | 394 | 0.0% | — | 230 | +11,100 | New | Q4 2025 | Feb 10, 2026 |
| Hendershot Investments Inc. | History | No change | 11,021 | 392 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 11,011 | 391 | 0.0% | 0.0% | 232 | +276 | 2.57% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,830 | 385 | 0.0% | 0.0% | 233 | +91 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 10,835 | 385 | 0.05% | 0.05% | 234 | +45 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 10,731 | 381 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 10,704 | 380 | 0.01% | 0.01% | 236 | +8 | 0.07% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Added to | 10,589 | 376 | 0.0% | 0.0% | 237 | +992 | 10.34% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | Added to | 10,595 | 376 | 0.01% | 0.01% | 238 | +210 | 2.02% | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | New | 10,220 | 363 | 0.06% | — | 239 | +10,220 | New | Q4 2025 | Feb 24, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 10,121 | 360 | 0.17% | 0.19% | 240 | -1,298 | -11.37% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,115 | 359 | 0.0% | 0.0% | 241 | +2,193 | 27.68% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 10,023 | 356 | 0.0% | 0.0% | 242 | +46 | 0.46% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 10,000 | 355 | 0.0% | 0.0% | 243 | +81 | 0.82% | Q4 2025 | Feb 12, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 9,800 | 348 | 0.1% | — | 244 | +9,800 | New | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | New | 9,741 | 346 | 0.01% | — | 245 | +9,741 | New | Q4 2025 | Feb 06, 2026 |
| Financial Partners Group, Inc | History | No change | 9,554 | 346 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 9,684 | 344 | 0.01% | 0.01% | 248 | -1,463 | -13.12% | Q4 2025 | Feb 19, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,673 | 344 | 0.01% | 0.01% | 247 | +30 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 9,659 | 343 | 0.05% | 0.05% | 249 | -1,080 | -10.06% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | Added to | 9,634 | 342 | 0.05% | 0.05% | 250 | +259 | 2.76% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 9,684 | 337 | 0.01% | 0.02% | 251 | -1,463 | -13.12% | Q4 2025 | Jan 09, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 9,394 | 335 | 0.06% | 0.05% | 252 | +89 | 0.96% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,373 | 333 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | No change | 9,345 | 332 | 0.09% | 0.09% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 9,331 | 331 | 0.05% | 0.06% | 255 | -1,921 | -17.07% | Q4 2025 | Feb 03, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 9,209 | 327 | 0.12% | 0.12% | 256 | +87 | 0.95% | Q4 2025 | Jan 21, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,743 | 310 | 0.02% | 0.02% | 257 | +9 | 0.1% | Q4 2025 | Jan 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,612 | 308 | 0.0% | 0.0% | 258 | -5 | -0.06% | Q4 2025 | Feb 18, 2026 |
| Vanderbilt University | History | New | 8,604 | 306 | 0.05% | — | 259 | +8,604 | New | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 8,359 | 297 | 0.0% | — | 261 | +8,359 | New | Q4 2025 | Feb 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 8,372 | 297 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Peak Asset Management, LLC | History | No change | 8,214 | 292 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Aljian Capital Management, LLC | History | No change | 8,074 | 287 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ignite Planners, LLC | History | Reduced | 7,871 | 285 | 0.04% | 0.05% | 264 | -250 | -3.08% | Q4 2025 | Feb 06, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 7,937 | 282 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Castleview Partners, LLC | History | No change | 7,909 | 281 | 0.14% | 0.15% | 266 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 7,846 | 279 | 0.0% | — | 267 | +7,846 | New | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 7,768 | 276 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 7,717 | 274 | 0.0% | 0.0% | 269 | -26,135 | -77.2% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,667 | 272 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 7,576 | 269 | 0.0% | 0.0% | 271 | -921 | -10.84% | Q4 2025 | Feb 10, 2026 |
| EntryPoint Capital, LLC | History | New | 7,549 | 268 | 0.1% | — | 274 | +7,549 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,554 | 268 | 0.0% | 0.0% | 273 | +306 | 4.22% | Q4 2025 | Jan 29, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,540 | 268 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Curi Capital, LLC | History | Reduced | 7,501 | 267 | 0.0% | 0.01% | 275 | -1,547 | -17.1% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | New | 7,499 | 266 | 0.01% | — | 276 | +7,499 | New | Q4 2025 | Jan 07, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 7,457 | 265 | 0.22% | — | 277 | +7,457 | New | Q4 2025 | Jan 23, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 7,173 | 255 | 0.12% | 0.12% | 278 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,122 | 253 | 0.0% | 0.0% | 279 | -3,350 | -31.99% | Q4 2025 | Jan 26, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 7,065 | 252 | 0.01% | — | 280 | +7,065 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 7,042 | 250 | 0.0% | — | 281 | +7,042 | New | Q4 2025 | Feb 13, 2026 |
| Kure Advisory, LLC | History | Added to | 7,021 | 249 | 0.14% | 0.15% | 282 | +8 | 0.11% | Q4 2025 | Jan 08, 2026 |
| Polymer Capital Management (US) LLC | History | New | 6,847 | 243 | 0.03% | — | 283 | +6,847 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,804 | 242 | 0.01% | 0.01% | 285 | +18 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,820 | 242 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 6,653 | 236 | 0.04% | 0.05% | 286 | -1,492 | -18.32% | Q4 2025 | Feb 04, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,638 | 236 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,557 | 233 | 0.0% | 0.0% | 288 | -56 | -0.85% | Q4 2025 | Feb 10, 2026 |
| Plan A Wealth LLC | History | Added to | 6,332 | 225 | 0.11% | 0.11% | 289 | +60 | 0.96% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 6,291 | 223 | 0.03% | 0.03% | 291 | -496 | -7.31% | Q4 2025 | Jan 21, 2026 |
| Canton Hathaway, LLC | History | No change | 6,274 | 223 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,226 | 222 | 0.0% | 0.01% | 292 | -833 | -11.8% | Q4 2025 | Jan 27, 2026 |
| Advisory Alpha, LLC | History | Reduced | 6,249 | 222 | 0.01% | 0.01% | 293 | -167 | -2.6% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,260 | 222 | 0.0% | 0.0% | 294 | +166 | 2.72% | Q4 2025 | Feb 18, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 6,231 | 222 | 0.06% | 0.06% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,238 | 221 | 0.0% | 0.0% | 296 | -623 | -9.08% | Q4 2025 | Feb 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,123 | 217 | 0.0% | 0.0% | 297 | -1,106 | -15.3% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 6,042 | 215 | 0.01% | 0.01% | 298 | -1,483 | -19.71% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,033 | 214 | 0.0% | 0.0% | 299 | +5,960 | 8164.38% | Q4 2025 | Jan 23, 2026 |
| Columbus Macro, LLC | History | No change | 5,975 | 212 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,904 | 210 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advisory Resource Group | History | No change | 5,914 | 210 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GenTrust, LLC | History | No change | 5,833 | 208 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,833 | 207 | 0.0% | — | 305 | +5,833 | New | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | Reduced | 5,830 | 207 | 0.0% | 0.0% | 304 | -3,471 | -37.32% | Q4 2025 | Feb 10, 2026 |
| Norinchukin Bank, The | History | Reduced | 5,757 | 204 | 0.0% | 0.0% | 306 | -179 | -3.02% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 5,689 | 202 | 0.01% | — | 307 | +5,689 | New | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 5,675 | 201 | 0.0% | — | 308 | +5,675 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,176 | 184 | 0.0% | 0.0% | 309 | +696 | 15.54% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,782 | 171 | 0.01% | 0.01% | 310 | -430 | -8.25% | Q4 2025 | Jan 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 4,716 | 167 | 0.05% | — | 311 | +4,716 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,467 | 158 | 0.0% | 0.0% | 312 | -887 | -16.57% | Q4 2025 | Jan 30, 2026 |
| Eukles Asset Management | History | No change | 4,174 | 148 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,672 | 130 | 0.0% | 0.0% | 314 | +925 | 33.67% | Q4 2025 | Jan 26, 2026 |
| KBC Group NV | History | No change | 3,606 | 128 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,507 | 125 | 0.0% | 0.0% | 316 | +593 | 20.35% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | Added to | 3,522 | 125 | 0.02% | 0.02% | 317 | +33 | 0.95% | Q4 2025 | Feb 04, 2026 |
| MCF Advisors LLC | History | No change | 3,478 | 124 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Employees Retirement System of Texas | History | No change | 3,458 | 123 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 3,421 | 122 | 0.06% | 0.05% | 320 | +571 | 20.04% | Q4 2025 | Feb 06, 2026 |
| Advantage Trust Co | History | No change | 3,386 | 120 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,248 | 115 | 0.0% | 0.0% | 322 | -215 | -6.21% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,217 | 114 | 0.01% | 0.01% | 323 | -104 | -3.13% | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | New | 3,137 | 111 | 0.02% | — | 324 | +3,137 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 3,063 | 108 | 0.0% | 0.0% | 325 | +14 | 0.46% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 3,018 | 107 | 0.0% | 0.0% | 326 | +18 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 3,016 | 107 | 0.03% | 0.03% | 327 | +4 | 0.13% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,884 | 102 | 0.0% | — | 328 | +2,884 | New | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,865 | 101 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strive Financial Group ,LLC | History | New | 2,812 | 100 | 0.05% | — | 330 | +2,812 | New | Q4 2025 | Feb 18, 2026 |
| FIL Ltd | History | Reduced | 2,787 | 99 | 0.0% | 0.0% | 331 | -2,468 | -46.96% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,810 | 99 | 0.0% | 0.0% | 332 | +222 | 8.58% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 2,507 | 89 | 0.03% | — | 334 | +2,507 | New | Q4 2025 | Jan 15, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 2,527 | 89 | 0.05% | 0.06% | 333 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,466 | 87 | 0.01% | — | 336 | +2,466 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2,500 | 87 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,355 | 83 | 0.0% | 0.0% | 337 | -157 | -6.25% | Q4 2025 | Mar 16, 2026 |
| Signature Equity Partners, LLC | History | New | 2,257 | 80 | 0.04% | — | 338 | +2,257 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,162 | 76 | 0.01% | — | 339 | +2,162 | New | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,112 | 75 | 0.0% | 0.0% | 340 | -438 | -17.18% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,078 | 74 | 0.0% | 0.0% | 341 | +959 | 85.7% | Q4 2025 | Feb 09, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,081 | 74 | 0.0% | 0.0% | 342 | -4 | -0.19% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,073 | 73 | 0.0% | 0.01% | 343 | -3,477 | -62.65% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,062 | 73 | 0.02% | 0.04% | 344 | +533 | 34.86% | Q4 2025 | Mar 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,003 | 71 | 0.0% | 0.0% | 345 | +640 | 46.96% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,978 | 70 | 0.0% | 0.0% | 346 | +478 | 31.87% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,943 | 69 | 0.0% | 0.0% | 347 | +867 | 80.58% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 1,740 | 61 | 0.02% | — | 348 | +1,740 | New | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | Added to | 1,600 | 56 | 0.0% | 0.0% | 349 | +1,300 | 433.33% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | History | New | 1,537 | 54 | 0.01% | — | 350 | +1,537 | New | Q4 2025 | Jan 30, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 1,396 | 49 | 0.04% | — | 351 | +1,396 | New | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,333 | 47 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | No change | 1,249 | 44 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,236 | 43 | 0.0% | 0.0% | 354 | +12 | 0.98% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,140 | 40 | 0.0% | 0.0% | 355 | +672 | 143.59% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,053 | 37 | 0.02% | 0.01% | 356 | +376 | 55.54% | Q4 2025 | Feb 17, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,000 | 35 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kozak & Associates, Inc. | History | Added to | 993 | 34 | 0.01% | 0.01% | 358 | +6 | 0.61% | Q4 2025 | Jan 12, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 933 | 33 | 0.0% | 0.0% | 359 | -2,082 | -69.05% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 951 | 33 | 0.0% | 0.0% | 360 | +246 | 34.89% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 896 | 31 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 859 | 30 | 0.0% | — | 362 | +859 | New | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Added to | 788 | 28 | 0.0% | 0.0% | 363 | +244 | 44.85% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 734 | 26 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 722 | 25 | 0.0% | 0.0% | 366 | -25 | -3.35% | Q4 2025 | Feb 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 716 | 25 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 688 | 24 | 0.0% | — | 368 | +688 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 687 | 24 | 0.0% | 0.0% | 369 | +250 | 57.21% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 695 | 24 | 0.0% | 0.0% | 367 | +177 | 34.17% | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | Added to | 631 | 22 | 0.01% | 0.01% | 371 | +61 | 10.7% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | No change | 624 | 22 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 605 | 21 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 591 | 21 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 461 | 16 | 0.0% | 0.0% | 374 | +54 | 13.27% | Q4 2025 | Jan 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 427 | 15 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 410 | 14 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Reduced | 336 | 12 | 0.0% | 0.0% | 377 | -497 | -59.66% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 347 | 12 | 0.0% | — | 378 | +347 | New | Q4 2025 | Feb 09, 2026 |
| Kemnay Advisory Services Inc. | History | New | 335 | 11 | 0.0% | — | 380 | +335 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 337 | 11 | 0.0% | 0.0% | 379 | +3 | 0.9% | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 300 | 10 | 0.0% | 0.0% | 382 | -450 | -60.0% | Q4 2025 | Jan 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 298 | 10 | 0.0% | 0.0% | 384 | +254 | 577.27% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 300 | 10 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 300 | 10 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 254 | 9 | 0.0% | 0.0% | 385 | -94 | -27.01% | Q4 2025 | Feb 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 220 | 7 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 144 | 5 | 0.0% | — | 389 | +144 | New | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 164 | 5 | 0.0% | 0.0% | 387 | +6 | 3.8% | Q4 2025 | Feb 09, 2026 |
| ALERUS FINANCIAL NA | History | No change | 166 | 5 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 132 | 4 | 0.0% | 0.0% | 391 | -34 | -20.48% | Q4 2025 | Jan 20, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 113 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 108 | 3 | 0.0% | 0.0% | 392 | +1 | 0.93% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 61 | 2 | 0.0% | 0.0% | 396 | -516 | -89.43% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 79 | 2 | 0.0% | — | 393 | +79 | New | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 61 | 2 | 0.0% | — | 394 | +61 | New | Q4 2025 | Jan 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | New | 48 | 1 | 0.0% | — | 399 | +48 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 49 | 1 | 0.0% | — | 397 | +20 | 68.97% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Added to | 30 | 1 | 0.0% | — | 398 | +15 | 100.0% | Q4 2025 | Jan 23, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.48% | — | -249,810 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.03% | — | -140,416 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 13.42% | — | -84,226 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -66,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.13% | — | -50,922 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -47,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -37,512 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -16,630 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Well Done, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,009 | -100.0% | Q3 2025 | Oct 28, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -11,451 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -9,946 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,103 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.5% | — | -9,055 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,854 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,040 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,269 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,995 | -100.0% | Q3 2025 | Oct 20, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,936 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,204 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,420 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,257 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Nov 10, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -217 | -100.0% | Q3 2025 | Oct 09, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 14, 2025 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | — | — | -22 | -95.65% | Q4 2025 | Feb 09, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 22, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 17, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bell Investment Advisors, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Abound Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |