PENN Entertainment, Inc. - PENN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 15,408,680 | 227,278 | 0.0% | 0.01% | 1 | -912,255 | -5.59% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 14,302,633 | 210,963 | 0.0% | 0.0% | 2 | -1,050,261 | -6.84% | Q4 2025 | Jan 29, 2026 |
| HG Vora Capital Management, LLC | History | Reduced | 6,250,000 | 92,187 | 34.81% | 18.92% | 3 | -1,000,000 | -13.79% | Q4 2025 | Feb 17, 2026 |
| DME Capital Management, LP | History | Reduced | 6,044,440 | 89,155 | 3.13% | 5.13% | 4 | -725,000 | -10.71% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 5,774,078 | 85,167 | 0.01% | 0.02% | 5 | -88,472 | -1.51% | Q4 2025 | Feb 19, 2026 |
| Hill Path Capital LP | History | No change | 5,759,820 | 84,957 | 5.47% | 5.44% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 4,488,291 | 66,202 | 0.0% | 0.0% | 7 | -211,503 | -4.5% | Q4 2025 | Feb 13, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 3,878,988 | 57,215 | 3.02% | 5.72% | 8 | -2,977,790 | -43.43% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,499,700 | 51,340 | 0.03% | 0.0% | 9 | +3,121,051 | 824.26% | Q4 2025 | Feb 17, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 3,096,000 | 45,666 | 0.54% | 0.6% | 10 | +992,334 | 47.17% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,843,526 | 41,942 | 0.18% | 0.25% | 11 | -117,747 | -3.98% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,752,808 | 40,603 | 0.0% | 0.01% | 12 | -1,890,307 | -40.71% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,461,836 | 36,312 | 0.0% | 0.01% | 13 | -3,114 | -0.13% | Q4 2025 | Mar 25, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,405,031 | 35,482 | 0.0% | 0.0% | 14 | -136,820 | -5.38% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 2,127,074 | 31,374 | 0.02% | 0.05% | 15 | -1,803,219 | -45.88% | Q4 2025 | Feb 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 1,993,600 | 29,405 | 1.04% | 1.4% | 16 | -111,100 | -5.28% | Q4 2025 | Jan 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,921,105 | 28,336 | 0.03% | 0.04% | 17 | +146,315 | 8.24% | Q4 2025 | Feb 13, 2026 |
| Long Focus Capital Management, LLC | History | No change | 1,880,000 | 27,730 | 0.73% | 1.2% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,831,931 | 27,020 | 0.0% | 0.0% | 19 | +43,461 | 2.43% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,828,342 | 26,968 | 0.0% | 0.0% | 20 | +1,010,741 | 123.62% | Q4 2025 | Feb 17, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | Added to | 1,773,390 | 26,157 | 5.83% | 3.35% | 21 | +1,000,830 | 129.55% | Q4 2025 | Feb 17, 2026 |
| Invenomic Capital Management LP | History | Reduced | 1,535,053 | 22,642 | 1.05% | 1.46% | 22 | -34,886 | -2.22% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 1,445,423 | 21,319 | 0.03% | 0.06% | 23 | -647,134 | -30.93% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,405,222 | 20,727 | 0.0% | 0.0% | 24 | -783,751 | -35.8% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,320,690 | 19,480 | 0.0% | 0.0% | 25 | -44,365 | -3.25% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,142,681 | 16,854 | 0.0% | 0.0% | 26 | +19,151 | 1.7% | Q4 2025 | Feb 12, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 924,364 | 13,634 | 0.01% | 0.01% | 27 | -20,996 | -2.22% | Q4 2025 | Jan 30, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 922,668 | 13,609 | 0.02% | 0.02% | 28 | +15,376 | 1.69% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Reduced | 903,209 | 13,322 | 0.0% | 0.0% | 29 | -37,998 | -4.04% | Q4 2025 | Jan 29, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 893,055 | 13,205 | 1.05% | 1.27% | 30 | +39,324 | 4.61% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 825,160 | 12,171 | 0.26% | 0.44% | 31 | -253,750 | -23.52% | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 817,117 | 12,052 | 0.27% | 0.61% | 32 | +90,935 | 12.52% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 812,920 | 11,990 | 0.0% | 0.0% | 33 | -96,621 | -10.62% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 803,644 | 11,853 | 0.0% | 0.0% | 34 | +316,464 | 64.96% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 794,763 | 11,722 | 0.01% | 0.01% | 35 | +35,020 | 4.61% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 782,069 | 11,535 | 0.0% | 0.0% | 36 | +120 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 727,012 | 10,723 | 0.01% | 0.0% | 37 | +677,012 | 1354.02% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 715,564 | 10,554 | 0.0% | 0.0% | 38 | -52,811 | -6.87% | Q4 2025 | Feb 10, 2026 |
| Melqart Asset Management (UK) Ltd | History | Reduced | 713,416 | 10,522 | 1.04% | 1.94% | 39 | -40,837 | -5.41% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 640,529 | 9,447 | 0.04% | 0.06% | 40 | -176,038 | -21.56% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 632,139 | 9,324 | 0.01% | 0.03% | 41 | -335,961 | -34.7% | Q4 2025 | Feb 13, 2026 |
| Orvieto Partners, L.P. | History | Added to | 630,000 | 9,292 | 7.52% | 8.94% | 42 | +71,600 | 12.82% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 612,056 | 9,027 | 0.01% | 0.01% | 43 | +71,455 | 13.22% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 607,359 | 8,958 | 0.0% | 0.01% | 44 | -66,945 | -9.93% | Q4 2025 | Feb 02, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 603,315 | 8,898 | 0.02% | 0.02% | 45 | -17,779 | -2.86% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 567,388 | 8,368 | 0.1% | 0.01% | 46 | +525,536 | 1255.7% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 550,410 | 8,118 | 0.02% | 0.01% | 47 | +375,964 | 215.52% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 549,036 | 8,098 | 0.0% | 0.0% | 48 | -41,983 | -7.1% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 527,197 | 7,776 | 0.01% | 0.01% | 49 | +75,000 | 16.59% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 508,800 | 7,504 | 0.0% | 0.01% | 50 | -257,006 | -33.56% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | Reduced | 505,526 | 7,456 | 0.01% | 0.03% | 51 | -1,266,035 | -71.46% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 502,376 | 7,410 | 0.0% | — | 52 | +502,376 | New | Q4 2025 | Feb 10, 2026 |
| J. Goldman & Co LP | History | Reduced | 479,017 | 7,065 | 0.19% | 0.29% | 53 | -119,424 | -19.96% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 445,900 | 6,577 | 0.0% | 0.01% | 54 | -199,364 | -30.9% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 443,296 | 6,538 | 0.0% | 0.0% | 55 | -279,627 | -38.68% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 442,112 | 6,521 | 0.02% | 0.04% | 56 | -105,872 | -19.32% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 432,295 | 6,376 | 0.04% | — | 57 | +432,295 | New | Q4 2025 | Feb 03, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 427,248 | 6,301 | 0.02% | 0.11% | 58 | -1,217,440 | -74.02% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 413,498 | 6,099 | 0.01% | 0.0% | 59 | +269,416 | 186.99% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 391,887 | 5,780 | 0.01% | 0.03% | 60 | -417,298 | -51.57% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 367,900 | 5,426 | 0.0% | 0.01% | 61 | -222,300 | -37.67% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 351,879 | 5,190 | 0.0% | 0.0% | 62 | +62,963 | 21.79% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 341,707 | 5,040 | 0.14% | — | 63 | +341,707 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 339,086 | 5,001 | 0.0% | 0.0% | 64 | +102,051 | 43.05% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 336,281 | 4,960 | 0.0% | 0.0% | 65 | -25,847 | -7.14% | Q4 2025 | Feb 09, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 329,896 | 4,865 | 0.15% | 0.18% | 66 | +15,208 | 4.83% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 311,631 | 4,596 | 0.01% | 0.01% | 67 | +192,003 | 160.5% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 298,443 | 4,402 | 0.01% | 3.12% | 68 | +263,543 | 755.14% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 297,632 | 4,390 | 0.0% | 0.0% | 69 | +3,039 | 1.03% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 282,939 | 4,173 | 0.0% | 0.0% | 70 | -50,714 | -15.2% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 278,884 | 4,113 | 0.05% | 0.19% | 71 | -515,419 | -64.89% | Q4 2025 | Feb 03, 2026 |
| Swiss National Bank | History | Reduced | 273,384 | 4,032 | 0.0% | 0.0% | 72 | -4,300 | -1.55% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 273,310 | 4,031 | 0.0% | 0.0% | 73 | +132,210 | 93.7% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 271,947 | 4,011 | 0.0% | 0.0% | 74 | +76,230 | 38.95% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 271,689 | 4,007 | 0.01% | 0.01% | 75 | -73,474 | -21.29% | Q4 2025 | Feb 10, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 268,725 | 3,963 | 0.02% | 0.03% | 76 | -11,595 | -4.14% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 265,589 | 3,917 | 0.0% | 0.0% | 77 | -12,709 | -4.57% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 264,250 | 3,897 | 0.0% | 0.0% | 78 | +21,936 | 9.05% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 260,988 | 3,849 | 0.13% | — | 79 | +260,988 | New | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 258,169 | 3,807 | 0.0% | 0.0% | 80 | -9,973 | -3.72% | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 236,320 | 3,485 | 0.01% | 0.01% | 81 | +2,520 | 1.08% | Q4 2025 | Feb 17, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 228,679 | 3,373 | 0.02% | 0.03% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 220,170 | 3,247 | 0.24% | 0.41% | 83 | -50,104 | -18.54% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 205,842 | 3,036 | 0.0% | 0.0% | 84 | -55,184 | -21.14% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 194,365 | 2,866 | 0.04% | 0.0% | 85 | +183,176 | 1637.11% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 192,819 | 2,844 | 0.0% | 0.0% | 86 | -20,870 | -9.77% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 189,067 | 2,788 | 0.0% | 0.0% | 87 | +139,104 | 278.41% | Q4 2025 | Feb 13, 2026 |
| Clearline Capital LP | History | Reduced | 187,594 | 2,767 | 0.14% | 0.2% | 88 | -37,435 | -16.64% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | Reduced | 185,700 | 2,739 | 0.06% | 0.1% | 89 | -73,300 | -28.3% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 184,200 | 2,717 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Walleye Capital LLC | History | Added to | 184,021 | 2,714 | 0.01% | 0.0% | 91 | +115,232 | 167.52% | Q4 2025 | Feb 13, 2026 |
| Hedges Asset Management LLC | History | Added to | 182,150 | 2,686 | 1.89% | 2.6% | 92 | +6,000 | 3.41% | Q4 2025 | Jan 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 180,865 | 2,667 | 0.01% | 0.01% | 93 | +35,573 | 24.48% | Q4 2025 | Feb 17, 2026 |
| HBK INVESTMENTS L P | History | New | 171,467 | 2,529 | 0.02% | — | 94 | +171,467 | New | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 163,208 | 2,407 | 0.0% | 0.0% | 95 | +59,511 | 57.39% | Q4 2025 | Feb 11, 2026 |
| Seven Six Capital Management, LLC | History | New | 160,600 | 2,368 | 2.38% | — | 96 | +160,600 | New | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 156,748 | 2,312 | 0.01% | 0.01% | 97 | +44,797 | 40.01% | Q4 2025 | Jan 30, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Added to | 154,551 | 2,279 | 0.08% | 0.1% | 98 | +10,963 | 7.64% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 153,045 | 2,257 | 0.18% | 0.24% | 99 | -4,168 | -2.65% | Q4 2025 | Jan 20, 2026 |
| SG Americas Securities, LLC | History | Added to | 149,710 | 2,208 | 0.0% | 0.0% | 100 | +114,892 | 329.98% | Q4 2025 | Jan 09, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 147,740 | 2,179 | 0.1% | 0.1% | 101 | +7,322 | 5.21% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 146,247 | 2,157 | 0.0% | 0.01% | 102 | -14,250 | -8.88% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Added to | 129,832 | 1,915 | 0.06% | 0.02% | 103 | +85,052 | 189.93% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 129,437 | 1,909 | 0.0% | 0.0% | 104 | -4,371 | -3.27% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 128,296 | 1,893 | 0.0% | 0.0% | 105 | +3,444 | 2.76% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 120,410 | 1,776 | 0.0% | 0.0% | 106 | -15,656 | -11.51% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 120,185 | 1,772 | 0.0% | 0.0% | 107 | +13,819 | 12.99% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 119,135 | 1,757 | 0.01% | — | 108 | +119,135 | New | Q4 2025 | Feb 13, 2026 |
| Covalent Partners LLC | History | Added to | 110,000 | 1,622 | 7.17% | 5.44% | 109 | +35,000 | 46.67% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 109,615 | 1,616 | 0.0% | 0.0% | 110 | -9,072 | -7.64% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 107,314 | 1,582 | 0.0% | — | 111 | +107,314 | New | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 104,221 | 1,537 | 0.03% | 0.02% | 112 | +36,996 | 55.03% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 101,900 | 1,503 | 0.0% | 0.0% | 113 | -38,121 | -27.23% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 97,297 | 1,435 | 0.0% | 0.0% | 114 | -23,501 | -19.45% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 97,237 | 1,434 | 0.06% | 0.06% | 115 | -51 | -0.05% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 92,056 | 1,358 | 0.0% | 0.0% | 116 | +84,092 | 1055.9% | Q4 2025 | Jan 26, 2026 |
| South Dakota Investment Council | History | Reduced | 89,011 | 1,313 | 0.02% | 0.04% | 117 | -18,300 | -17.05% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 87,778 | 1,295 | 0.0% | 0.0% | 118 | -13,582 | -13.4% | Q4 2025 | Feb 05, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 82,302 | 1,213 | 0.02% | 0.02% | 119 | +5,812 | 7.6% | Q4 2025 | Feb 11, 2026 |
| Versor Investments LP | History | Added to | 81,046 | 1,195 | 0.19% | 0.1% | 120 | +52,000 | 179.03% | Q4 2025 | Feb 04, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 79,436 | 1,171 | 0.01% | 0.0% | 121 | +60,569 | 321.03% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 78,761 | 1,161 | 0.01% | 0.01% | 122 | -3,839 | -4.65% | Q4 2025 | Jan 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 77,749 | 1,146 | 0.05% | 0.06% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 75,044 | 1,106 | 0.16% | 0.22% | 124 | +1,866 | 2.55% | Q4 2025 | Feb 03, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 70,340 | 1,037 | 0.04% | 0.1% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 69,613 | 1,026 | 0.0% | 0.0% | 126 | -36,491 | -34.39% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 67,349 | 993 | 0.0% | 0.0% | 127 | -1,069,725 | -94.08% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 66,975 | 987 | 0.0% | 0.0% | 128 | -314,748 | -82.45% | Q4 2025 | Feb 18, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 66,526 | 981 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 65,046 | 959 | 0.01% | 0.01% | 130 | -5,650 | -7.99% | Q4 2025 | Jan 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 63,193 | 932 | 0.01% | 0.01% | 131 | -1,964 | -3.01% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 63,062 | 929 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 60,491 | 892 | 0.0% | 0.0% | 133 | -6,567 | -9.79% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | New | 59,841 | 882 | 0.0% | — | 134 | +59,841 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 59,264 | 874 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 59,125 | 872 | 0.0% | 0.0% | 136 | +18,201 | 44.48% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 58,500 | 862 | 0.01% | 0.02% | 137 | -6,100 | -9.44% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 56,447 | 832 | 0.0% | 0.0% | 138 | +365 | 0.65% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 55,075 | 812 | 0.01% | 0.01% | 139 | +19,500 | 54.81% | Q4 2025 | Feb 19, 2026 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | History | No change | 54,900 | 809 | 0.04% | 0.05% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 54,288 | 800 | 0.0% | 0.0% | 141 | -54,402 | -50.05% | Q4 2025 | Feb 10, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 53,100 | 783 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 52,950 | 781 | 0.0% | — | 143 | +52,950 | New | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 52,814 | 779 | 0.0% | 0.0% | 144 | +40,493 | 328.65% | Q4 2025 | Feb 18, 2026 |
| Alphadyne Asset Management LP | History | New | 51,000 | 752 | 0.02% | — | 145 | +51,000 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 50,426 | 746 | 0.0% | 0.0% | 146 | +37,006 | 275.75% | Q4 2025 | Jan 08, 2026 |
| CSS LLC/IL | History | Reduced | 49,779 | 734 | 0.03% | 0.11% | 147 | -80,113 | -61.68% | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | New | 48,228 | 711 | 0.1% | — | 148 | +48,228 | New | Q4 2025 | Jan 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 47,544 | 701 | 0.0% | 0.0% | 149 | +5,207 | 12.3% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 47,174 | 695 | 0.0% | 0.0% | 150 | +9,811 | 26.26% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 44,025 | 649 | 0.0% | 0.0% | 151 | +21,362 | 94.26% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 43,949 | 648 | 0.0% | 0.01% | 152 | +575 | 1.33% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 43,452 | 640 | 0.0% | 0.0% | 153 | -3,146 | -6.75% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 41,084 | 605 | 0.0% | 0.0% | 154 | +14,862 | 56.68% | Q4 2025 | Feb 17, 2026 |
| J.Safra Asset Management Corp | History | Added to | 40,006 | 590 | 0.03% | 0.02% | 156 | +24,219 | 153.41% | Q4 2025 | Feb 11, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 40,000 | 590 | 0.05% | 0.08% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atom Investors LP | History | Reduced | 39,593 | 583 | 0.05% | 0.09% | 157 | -19,888 | -33.44% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 38,933 | 574 | 0.02% | 0.02% | 158 | +14,534 | 59.57% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 38,796 | 572 | 0.0% | 0.0% | 159 | -3,535 | -8.35% | Q4 2025 | Jan 28, 2026 |
| GABELLI FUNDS LLC | History | New | 38,000 | 560 | 0.0% | — | 160 | +38,000 | New | Q4 2025 | Feb 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 37,323 | 550 | 0.05% | 0.02% | 161 | +25,779 | 223.31% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 37,070 | 546 | 0.06% | 0.06% | 162 | +8,913 | 31.65% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 37,003 | 545 | 0.0% | 0.0% | 163 | -18,104 | -32.85% | Q4 2025 | Feb 11, 2026 |
| Crawford Fund Management, LLC | History | Added to | 37,000 | 545 | 0.07% | 0.09% | 164 | +8,500 | 29.82% | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | No change | 36,363 | 536 | 0.17% | 0.23% | 165 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 35,816 | 529 | 0.0% | 0.01% | 166 | -5,907 | -14.16% | Q4 2025 | Jan 29, 2026 |
| Jain Global LLC | History | New | 35,748 | 527 | 0.0% | — | 167 | +35,748 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 35,715 | 526 | 0.0% | — | 168 | +35,715 | New | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 34,897 | 514 | 0.02% | — | 169 | +34,897 | New | Q4 2025 | Feb 12, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 34,222 | 504 | 0.04% | — | 170 | +34,222 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 33,676 | 496 | 0.0% | 0.0% | 171 | -486 | -1.42% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 31,625 | 466 | 0.0% | 0.0% | 172 | -4,156 | -11.62% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,145 | 459 | 0.0% | 0.0% | 173 | +17,653 | 130.84% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,848 | 455 | 0.0% | 0.0% | 174 | -8,951 | -22.49% | Q4 2025 | Feb 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 1,453 | 444 | 0.21% | — | 175 | +1,453 | New | Q4 2025 | Jan 09, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 29,257 | 432 | 0.0% | 0.0% | 176 | -81,433 | -73.57% | Q4 2025 | Mar 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 29,203 | 430 | 0.01% | 0.01% | 177 | -2,400 | -7.59% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | New | 27,688 | 419 | 0.0% | — | 178 | +27,688 | New | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 27,971 | 412 | 0.0% | 0.0% | 179 | -6,921 | -19.84% | Q4 2025 | Jan 27, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 27,683 | 410 | 0.0% | — | 180 | +27,683 | New | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 31,370 | 402 | 0.0% | 0.0% | 181 | -15,839 | -33.55% | Q4 2025 | Feb 18, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 27,115 | 399 | 0.01% | 0.01% | 182 | -1,649 | -5.73% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,994 | 398 | 0.0% | — | 183 | +26,994 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 26,730 | 394 | 0.0% | 0.0% | 184 | +922 | 3.57% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 25,200 | 371 | 0.0% | 0.01% | 185 | -216,591 | -89.58% | Q4 2025 | Feb 17, 2026 |
| MYDA Advisors LLC | History | New | 25,000 | 368 | 0.07% | — | 186 | +25,000 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 24,742 | 364 | 0.0% | — | 187 | +24,742 | New | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 23,196 | 342 | 0.01% | — | 188 | +23,196 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 22,959 | 338 | 0.0% | 0.0% | 189 | -12,576 | -35.39% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 23,858 | 327 | 0.0% | 0.01% | 190 | -1,774 | -6.92% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 22,042 | 325 | 0.0% | — | 191 | +22,042 | New | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 21,759 | 320 | 0.14% | 0.19% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 20,972 | 309 | 0.0% | 0.0% | 193 | -3,257 | -13.44% | Q4 2025 | Feb 02, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,461 | 301 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| III Capital Management | History | New | 20,000 | 295 | 0.04% | — | 195 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,793 | 291 | 0.0% | 0.0% | 196 | -4,542 | -18.66% | Q4 2025 | Feb 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 19,000 | 280 | 0.04% | 0.07% | 197 | +2,000 | 11.76% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 18,703 | 275 | 0.01% | — | 198 | +18,703 | New | Q4 2025 | Jan 27, 2026 |
| Curi Capital, LLC | History | New | 18,093 | 266 | 0.0% | — | 199 | +18,093 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 17,072 | 251 | 0.0% | 0.0% | 200 | -4,539 | -21.0% | Q4 2025 | Jan 29, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 16,859 | 248 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,048 | 236 | 0.0% | 0.0% | 202 | -4,173 | -20.64% | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | Added to | 15,808 | 233 | 0.02% | 0.0% | 203 | +14,960 | 1764.15% | Q4 2025 | Jan 29, 2026 |
| PEAK6 LLC | History | Reduced | 15,600 | 230 | 0.0% | 0.0% | 204 | -2,800 | -15.22% | Q4 2025 | Mar 12, 2026 |
| Capula Management Ltd | History | Reduced | 15,598 | 230 | 0.0% | 0.0% | 205 | -920 | -5.57% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,424 | 228 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 14,882 | 220 | 0.0% | — | 207 | +14,882 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,771 | 218 | 0.0% | 0.0% | 208 | -17,747 | -54.58% | Q4 2025 | Feb 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 14,821 | 218 | 0.0% | — | 209 | +14,821 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,600 | 215 | 0.0% | 0.0% | 210 | -1,138 | -7.23% | Q4 2025 | Feb 10, 2026 |
| Sage Investment Advisers LLC | History | New | 14,190 | 209 | 0.16% | — | 211 | +14,190 | New | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 13,900 | 205 | 0.0% | 0.02% | 212 | -766,044 | -98.22% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,865 | 204 | 0.0% | 0.0% | 213 | -1,847 | -11.76% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 13,732 | 203 | 0.0% | 0.0% | 214 | -5,812 | -29.74% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 13,704 | 202 | 0.0% | 0.0% | 215 | -1,060 | -7.18% | Q4 2025 | Jan 30, 2026 |
| CIBC Asset Management Inc | History | Reduced | 13,173 | 194 | 0.0% | 0.0% | 216 | -378 | -2.79% | Q4 2025 | Feb 10, 2026 |
| PROFUND ADVISORS LLC | History | New | 13,140 | 193 | 0.01% | — | 217 | +13,140 | New | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | New | 13,030 | 192 | 0.0% | — | 218 | +13,030 | New | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 12,976 | 191 | 0.01% | 0.02% | 219 | -995 | -7.12% | Q4 2025 | Jan 15, 2026 |
| AlphaQuest LLC | History | Reduced | 12,991 | 191 | 0.01% | 0.02% | 220 | -159 | -1.21% | Q4 2025 | Feb 09, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 12,778 | 188 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,662 | 186 | 0.0% | 0.0% | 222 | -19,327 | -60.42% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,553 | 185 | 0.0% | 0.0% | 223 | +555 | 4.63% | Q4 2025 | Feb 06, 2026 |
| Alpine Global Management, LLC | History | New | 11,920 | 175 | 0.04% | — | 224 | +11,920 | New | Q4 2025 | Feb 26, 2026 |
| Focus Partners Wealth | History | New | 11,731 | 173 | 0.0% | — | 225 | +11,731 | New | Q4 2025 | Feb 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 10,916 | 161 | 0.06% | — | 226 | +10,916 | New | Q4 2025 | Jan 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,673 | 157 | 0.0% | 0.0% | 227 | -1,703 | -13.76% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | New | 10,606 | 156 | 0.01% | — | 228 | +10,606 | New | Q4 2025 | Jan 14, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 10,472 | 154 | 0.01% | — | 230 | +10,472 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 10,488 | 154 | 0.0% | 0.0% | 229 | -6,473 | -38.16% | Q4 2025 | Feb 09, 2026 |
| Ionic Capital Management LLC | History | Reduced | 10,000 | 147 | 0.02% | 0.08% | 231 | -30,000 | -75.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 8,938 | 131 | 0.0% | — | 232 | +8,938 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,540 | 125 | 0.0% | 0.0% | 233 | -683 | -7.41% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 7,933 | 117 | 0.0% | 0.0% | 234 | +31 | 0.39% | Q4 2025 | Feb 12, 2026 |
| WEXFORD CAPITAL LP | History | New | 7,003 | 103 | 0.02% | — | 235 | +7,003 | New | Q4 2025 | Feb 13, 2026 |
| LuminArx Capital Management LP | History | New | 75,000 | 101 | 0.09% | — | 236 | +75,000 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,370 | 93 | 0.0% | — | 237 | +6,370 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,133 | 90 | 0.0% | 0.0% | 238 | -4,035 | -39.68% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,087 | 89 | 0.0% | 0.0% | 239 | +5,657 | 1315.58% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,449 | 80 | 0.0% | — | 240 | +5,429 | 27145.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,195 | 76 | 0.0% | 0.0% | 241 | +3,426 | 193.67% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 5,090 | 75 | 0.0% | 0.0% | 242 | -393 | -7.17% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 5,000 | 73 | 0.02% | 0.03% | 243 | +255 | 5.37% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | Added to | 4,155 | 61 | 0.0% | 0.0% | 244 | +1,735 | 71.69% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 4,051 | 60 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 4,100 | 60 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,721 | 55 | 0.0% | 0.0% | 247 | +2,954 | 385.14% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,643 | 53 | 0.0% | 0.0% | 248 | +370 | 11.3% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,600 | 53 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | Reduced | 3,458 | 51 | 0.0% | 0.02% | 251 | -249,247 | -98.63% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Added to | 3,464 | 51 | 0.0% | 0.0% | 250 | +581 | 20.15% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 3,200 | 47 | 0.01% | — | 252 | +3,200 | New | Q4 2025 | Feb 12, 2026 |
| Modus Advisors, LLC | History | New | 3,156 | 46 | 0.01% | — | 253 | +3,156 | New | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 2,387 | 44 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,981 | 43 | 0.0% | 0.0% | 255 | -1,810 | -37.78% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 2,766 | 40 | 0.0% | 0.0% | 256 | +1,196 | 76.18% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 2,607 | 38 | 0.02% | 0.07% | 259 | -4,701 | -64.33% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,611 | 38 | 0.0% | 0.0% | 257 | -1,503 | -36.53% | Q4 2025 | Mar 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,606 | 38 | 0.0% | 0.0% | 258 | -436 | -14.33% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,462 | 36 | 0.0% | 0.0% | 260 | -400 | -13.98% | Q4 2025 | Feb 12, 2026 |
| Quarry LP | History | New | 2,408 | 35 | 0.01% | — | 261 | +2,408 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,363 | 34 | 0.0% | 0.0% | 262 | -124 | -4.99% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,231 | 33 | 0.0% | 0.0% | 263 | +927 | 71.09% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1,443 | 21 | 0.0% | 0.0% | 264 | -6,274 | -81.3% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,454 | 21 | 0.0% | 0.0% | 265 | -6 | -0.41% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,269 | 18 | 0.0% | 0.0% | 266 | +50 | 4.1% | Q4 2025 | Jan 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,000 | 14 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 842 | 13 | 0.0% | — | 270 | +842 | New | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 900 | 13 | 0.0% | 0.0% | 268 | -128 | -12.45% | Q4 2025 | Feb 17, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 885 | 13 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 810 | 12 | 0.0% | 0.0% | 271 | +208 | 34.55% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 762 | 11 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | New | 735 | 10 | 0.0% | — | 274 | +735 | New | Q4 2025 | Jan 08, 2026 |
| North Star Investment Management Corp. | History | No change | 700 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 674 | 9 | 0.0% | 0.0% | 279 | -360 | -34.82% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | Added to | 674 | 9 | 0.0% | 0.0% | 275 | +193 | 40.12% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 589 | 9 | 0.0% | 0.01% | 278 | -1 | -0.17% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 627 | 9 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | No change | 651 | 9 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Torren Management, LLC | History | New | 605 | 8 | 0.0% | — | 282 | +605 | New | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 600 | 8 | 0.0% | — | 280 | +600 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 585 | 8 | 0.0% | — | 281 | +585 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 500 | 7 | 0.0% | — | 284 | +500 | New | Q4 2025 | Mar 04, 2026 |
| HighMark Wealth Management LLC | History | No change | 505 | 7 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 450 | 6 | 0.0% | 0.03% | 287 | -8,000 | -94.67% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 458 | 6 | 0.0% | 0.0% | 286 | -521 | -53.22% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 417 | 6 | 0.0% | 0.0% | 288 | -457 | -52.29% | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 415 | 6 | 0.0% | — | 289 | +415 | New | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 440 | 6 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | No change | 435 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 324 | 5 | 0.0% | 0.0% | 292 | -462 | -58.78% | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | New | 352 | 5 | 0.0% | — | 293 | +352 | New | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 379 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 406 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 274 | 4 | 0.0% | 0.0% | 299 | -405 | -59.65% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | Added to | 299 | 4 | 0.0% | 0.0% | 297 | +109 | 57.37% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 338 | 4 | 0.0% | 0.0% | 301 | -100 | -22.83% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | No change | 300 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 298 | 4 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 300 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | No change | 267 | 4 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 229 | 3 | 0.0% | 0.0% | 304 | -302 | -56.87% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Versant Capital Management, Inc | History | No change | 268 | 3 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| City State Bank | History | No change | 220 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | No change | 218 | 3 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 173 | 2 | 0.0% | — | 310 | +173 | New | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 169 | 2 | 0.0% | — | 312 | +145 | 604.17% | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 151 | 2 | 0.0% | 0.0% | 315 | -101 | -40.08% | Q4 2025 | Feb 18, 2026 |
| WHITTIER TRUST CO | History | Added to | 146 | 2 | 0.0% | 0.0% | 308 | +40 | 37.74% | Q4 2025 | Jan 26, 2026 |
| ATWOOD & PALMER INC | History | No change | 200 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 141 | 2 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RMG Wealth Management LLC | History | No change | 194 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tidemark, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 116 | 1 | 0.0% | 0.0% | 316 | -306 | -72.51% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Reduced | 132 | 1 | 0.0% | 0.0% | 324 | -200 | -60.24% | Q4 2025 | Feb 02, 2026 |
| Bare Financial Services, Inc | History | Reduced | 74 | 1 | 0.0% | 0.0% | 323 | -151 | -67.11% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | New | 100 | 1 | 0.0% | — | 325 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 72 | 1 | 0.0% | 0.0% | 318 | -77 | -51.68% | Q4 2025 | Feb 06, 2026 |
| Manitou Investment Management Ltd. | History | No change | 119 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 134 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | No change | 126 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nemes Rush Group LLC | History | No change | 122 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Owl Creek Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.43% | — | -700,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -662,151 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Contrarius Group Holdings Ltd | History | Closed out | 0 | 0 | — | 0.33% | — | -383,713 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.06% | — | -319,614 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.03% | — | -300,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -225,309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -143,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAVERICK CAPITAL LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -131,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -99,525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -94,079 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -75,592 | -100.0% | Q3 2025 | Oct 31, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -61,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -50,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -47,918 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -43,588 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.32% | — | -43,169 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -42,153 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,570 | -100.0% | Q3 2025 | Nov 14, 2025 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cruiser Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,382 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,495 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,510 | -100.0% | Q3 2025 | Oct 06, 2025 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -18,704 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,106 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,587 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -12,930 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,275 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Harbor Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -11,626 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Adalta Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,300 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,310 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,980 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,848 | -100.0% | Q3 2025 | Nov 03, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,584 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -838 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -732 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -494 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Root Financial Partners, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -171 | -97.71% | Q4 2025 | Feb 10, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TOMPKINS FINANCIAL CORP | History | New | 59 | 0 | — | — | — | +59 | New | Q4 2025 | Jan 08, 2026 |
| BLUELINE ADVISORS LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Laurel Wealth Advisors LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Jan 30, 2026 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cornerstone Planning Group LLC | History | Added to | 45 | 0 | — | — | — | +38 | 542.86% | Q4 2025 | Feb 02, 2026 |
| Elyxium Wealth, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Jan 29, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Transamerica Financial Advisors, LLC | History | Added to | 20 | 0 | — | — | — | +16 | 400.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 23, 2026 |
| ASSETMARK, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | No change | 58 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Roble, Belko & Company, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Morse Asset Management, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Archer Investment Corp | History | No change | 59 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MTM Investment Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fairman Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |