Performance Food Group Co - PFGC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital World Investors | History | Added to | 22,663,573 | 2,037,910 | 0.28% | 0.32% | 1 | +216,720 | 0.97% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | Reduced | 14,523,466 | 1,305,950 | 0.02% | 0.02% | 2 | -707,418 | -4.64% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 13,836,477 | 1,244,176 | 0.02% | 0.03% | 3 | -67,679 | -0.49% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 10,994,340 | 988,611 | 0.05% | 0.06% | 4 | -164,664 | -1.48% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 4,993,626 | 449,026 | 0.08% | 0.11% | 5 | -1,219,817 | -19.63% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 4,672,060 | 420,111 | 0.01% | 0.02% | 6 | -9,126 | -0.19% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 4,370,995 | 393,039 | 0.22% | 0.3% | 7 | -577,659 | -11.67% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 3,886,587 | 349,481 | 0.28% | 0.33% | 8 | -311,487 | -7.42% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,794,664 | 341,216 | 0.02% | 0.02% | 9 | -34,412 | -0.9% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 3,354,713 | 301,655 | 0.34% | 0.29% | 10 | +1,676,090 | 99.85% | Q4 2025 | Feb 17, 2026 |
| Sachem Head Capital Management LP | History | No change | 3,350,000 | 301,232 | 7.06% | 9.85% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,803,918 | 252,207 | 0.02% | 0.02% | 12 | +36,031 | 1.3% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,728,818 | 245,375 | 0.04% | 0.02% | 13 | +1,717,414 | 169.8% | Q4 2025 | Feb 17, 2026 |
| EMINENCE CAPITAL, LP | History | Added to | 2,647,353 | 238,049 | 3.76% | 2.08% | 14 | +998,249 | 60.53% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 2,534,034 | 227,860 | 0.03% | 0.04% | 15 | -113,028 | -4.27% | Q4 2025 | Feb 19, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 2,529,987 | 227,496 | 0.17% | 0.2% | 16 | -37,830 | -1.47% | Q4 2025 | Feb 11, 2026 |
| Holocene Advisors, LP | History | Added to | 2,362,626 | 212,447 | 0.45% | 0.4% | 17 | +689,212 | 41.19% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 2,315,060 | 208,170 | 0.02% | — | 18 | +2,315,060 | New | Q4 2025 | Feb 10, 2026 |
| TrinityBridge Ltd | History | Reduced | 2,029,160 | 182,482 | 4.05% | 4.81% | 19 | -51,217 | -2.46% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,895,391 | 170,436 | 0.04% | 0.04% | 20 | -34,585 | -1.79% | Q4 2025 | Feb 12, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | History | Added to | 1,728,759 | 155,450 | 2.67% | 0.98% | 21 | +1,187,635 | 219.48% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,590,485 | 143,016 | 0.06% | 0.06% | 22 | +272,220 | 20.65% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,559,357 | 140,217 | 0.01% | 0.01% | 23 | +90,077 | 6.13% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,514,841 | 136,214 | 0.17% | 0.1% | 24 | +769,013 | 103.11% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,476,273 | 132,746 | 0.04% | 0.05% | 25 | +8,401 | 0.57% | Q4 2025 | Jan 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,402,414 | 126,105 | 0.02% | 0.02% | 26 | +41,807 | 3.07% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,400,934 | 125,971 | 0.02% | 0.02% | 27 | +121,202 | 9.47% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 1,321,266 | 118,808 | 0.02% | 0.02% | 28 | +162,978 | 14.07% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,314,274 | 118,179 | 0.12% | 0.06% | 29 | +798,129 | 154.63% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,231,691 | 110,753 | 0.07% | 0.09% | 30 | -325,300 | -20.89% | Q4 2025 | Jan 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,209,212 | 108,732 | 0.06% | 0.04% | 31 | +572,111 | 89.8% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,146,147 | 103,061 | 0.01% | 0.02% | 32 | -38,116 | -3.22% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 992,615 | 89,255 | 0.02% | 0.05% | 33 | -782,466 | -44.08% | Q4 2025 | Feb 12, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Reduced | 978,500 | 87,986 | 1.44% | 1.96% | 34 | -410,000 | -29.53% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 973,826 | 87,566 | 0.76% | 0.92% | 35 | -22,544 | -2.26% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 929,639 | 83,593 | 0.01% | 0.02% | 36 | -18,430 | -1.94% | Q4 2025 | Feb 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 900,387 | 81,019 | 0.25% | — | 37 | +900,387 | New | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 900,491 | 80,972 | 0.05% | 0.05% | 38 | +67,263 | 8.07% | Q4 2025 | Feb 13, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 853,970 | 76,788 | 1.16% | 0.99% | 39 | +191,585 | 28.92% | Q4 2025 | Feb 06, 2026 |
| Woodline Partners LP | History | Reduced | 786,311 | 70,705 | 0.27% | 0.49% | 40 | -222,956 | -22.09% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 772,785 | 69,488 | 0.04% | 0.04% | 41 | -63,456 | -7.59% | Q4 2025 | Feb 02, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 763,419 | 68,646 | 0.29% | 0.36% | 42 | -24,067 | -3.06% | Q4 2025 | Feb 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 763,124 | 68,620 | 0.5% | 0.49% | 43 | +130,684 | 20.66% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 712,653 | 64,081 | 0.02% | 0.03% | 44 | -566,330 | -44.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 653,778 | 58,787 | 0.0% | 0.01% | 45 | -611,907 | -48.35% | Q4 2025 | Feb 17, 2026 |
| Sessa Capital IM, L.P. | History | Added to | 586,340 | 52,723 | 0.99% | 0.73% | 46 | +288,193 | 96.66% | Q4 2025 | Feb 17, 2026 |
| Hook Mill Capital Partners, LP | History | Added to | 564,833 | 50,789 | 4.78% | 4.83% | 47 | +56,816 | 11.18% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 490,701 | 44,123 | 0.06% | 0.06% | 48 | +45,867 | 10.31% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 480,272 | 43,186 | 0.06% | 0.09% | 49 | -182,699 | -27.56% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 480,129 | 43,173 | 0.07% | — | 50 | +480,129 | New | Q4 2025 | Feb 17, 2026 |
| Sunriver Management LLC | History | Reduced | 454,315 | 40,852 | 4.28% | 5.24% | 51 | -8,826 | -1.91% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 441,146 | 39,667 | 0.39% | 0.3% | 52 | +120,725 | 37.68% | Q4 2025 | Jan 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 417,777 | 37,567 | 0.0% | 0.0% | 53 | +1,407 | 0.34% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 404,049 | 36,332 | 0.03% | 0.03% | 54 | -13,521 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 401,342 | 36,088 | 0.43% | 0.47% | 55 | +6,904 | 1.75% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 382,906 | 34,430 | 0.01% | 0.01% | 56 | -17,507 | -4.37% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 355,850 | 31,998 | 0.01% | 0.01% | 57 | +70,083 | 24.52% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | Added to | 309,160 | 27,799 | 0.02% | 0.02% | 58 | +6,600 | 2.18% | Q4 2025 | Feb 12, 2026 |
| PERRY CREEK CAPITAL LP | History | No change | 304,697 | 27,398 | 16.45% | 18.36% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 293,917 | 26,428 | 0.0% | 0.0% | 60 | +58,301 | 24.74% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 282,275 | 25,382 | 0.75% | 0.89% | 61 | -33,243 | -10.54% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 275,307 | 24,755 | 0.04% | 0.06% | 62 | -172,700 | -38.55% | Q4 2025 | Feb 12, 2026 |
| Interval Partners, LP | History | Reduced | 265,522 | 23,875 | 0.43% | 0.82% | 63 | -215,805 | -44.84% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 257,575 | 23,161 | 0.01% | 0.01% | 64 | -67,618 | -20.79% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 244,504 | 21,986 | 0.02% | 0.03% | 65 | -33,278 | -11.98% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 239,806 | 21,563 | 0.08% | 0.11% | 66 | -70,946 | -22.83% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 235,157 | 21,145 | 0.02% | 0.02% | 67 | +44,678 | 23.46% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 229,127 | 20,603 | 0.01% | 0.02% | 68 | -54,958 | -19.35% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 227,798 | 20,483 | 0.01% | 0.01% | 69 | +62,078 | 37.46% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 227,554 | 20,461 | 0.07% | 0.07% | 70 | +38,314 | 20.25% | Q4 2025 | Jan 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 221,357 | 19,904 | 0.15% | 0.18% | 71 | +26,527 | 13.62% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 215,542 | 19,381 | 0.01% | 0.01% | 72 | +1,617 | 0.76% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 210,118 | 18,893 | 0.0% | 0.01% | 73 | -21,313 | -9.21% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 207,351 | 18,645 | 0.39% | 0.44% | 74 | +14,173 | 7.34% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 206,713 | 18,587 | 0.02% | 0.03% | 75 | -30,689 | -12.93% | Q4 2025 | Feb 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 200,000 | 17,984 | 0.18% | 0.09% | 76 | +110,000 | 122.22% | Q4 2025 | Jan 23, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 194,990 | 17,591 | 0.04% | 0.04% | 77 | -11,430 | -5.54% | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | Reduced | 192,664 | 17,324 | 0.07% | 0.13% | 78 | -120,709 | -38.52% | Q4 2025 | Feb 13, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 180,424 | 16,223 | 0.82% | 0.97% | 79 | -1,776 | -0.97% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 179,523 | 16,142 | 0.04% | 0.04% | 80 | +2,081 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 172,932 | 15,550 | 0.07% | 0.03% | 81 | +114,663 | 196.78% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 170,287 | 15,312 | 0.03% | 0.04% | 82 | -3,141 | -1.81% | Q4 2025 | Jan 30, 2026 |
| Bain Capital Public Equity Management II, LLC | History | Reduced | 166,802 | 14,998 | 24.16% | 9.46% | 83 | -1,778,255 | -91.42% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 166,665 | 14,986 | 0.02% | 0.03% | 84 | -21,100 | -11.24% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 161,302 | 14,504 | 0.0% | 0.0% | 85 | +102,867 | 176.04% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 154,739 | 13,914 | 0.02% | 0.02% | 86 | +29,566 | 23.62% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 148,365 | 13,340 | 0.01% | 0.02% | 87 | -969 | -0.65% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 147,131 | 13,230 | 0.0% | 0.0% | 88 | -12,570 | -7.87% | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 145,725 | 13,103 | 0.2% | 0.21% | 89 | +8,872 | 6.48% | Q4 2025 | Feb 17, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | Reduced | 140,449 | 12,629 | 0.15% | 0.25% | 90 | -66,147 | -32.02% | Q4 2025 | Jan 29, 2026 |
| Taproot Management LP | History | New | 138,315 | 12,437 | 2.01% | — | 91 | +138,315 | New | Q4 2025 | Feb 13, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 135,766 | 12,208 | 1.53% | 1.93% | 92 | -5,409 | -3.83% | Q4 2025 | Feb 13, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 129,089 | 11,607 | 0.38% | 0.43% | 93 | +3,610 | 2.88% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 128,774 | 11,579 | 0.0% | 0.0% | 94 | -6,824 | -5.03% | Q4 2025 | Feb 18, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 126,000 | 11,329 | 0.02% | 0.02% | 95 | +1,000 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Atreides Management, LP | History | New | 125,901 | 11,321 | 0.14% | — | 96 | +125,901 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 125,411 | 11,276 | 0.12% | 0.15% | 97 | -15,717 | -11.14% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 123,897 | 11,141 | 0.17% | 0.13% | 98 | +49,220 | 65.91% | Q4 2025 | Feb 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 121,375 | 10,914 | 0.33% | 0.36% | 99 | +6,010 | 5.21% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Reduced | 112,634 | 10,128 | 0.0% | 0.01% | 100 | -57,648 | -33.85% | Q4 2025 | Feb 13, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 110,743 | 9,958 | 1.21% | 1.77% | 101 | -46,441 | -29.55% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 110,670 | 9,951 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | New | 108,370 | 9,744 | 0.01% | — | 103 | +108,370 | New | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 99,012 | 8,903 | 0.25% | 0.04% | 104 | +85,529 | 634.35% | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 97,280 | 8,747 | 1.1% | 1.35% | 105 | +257 | 0.26% | Q4 2025 | Jan 14, 2026 |
| Masterton Capital Management, LP | History | No change | 91,587 | 8,235 | 5.74% | 5.22% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 89,960 | 8,089 | 0.01% | — | 107 | +89,960 | New | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 87,112 | 7,833 | 0.03% | 0.04% | 108 | +3,564 | 4.27% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 85,008 | 7,643 | 0.1% | 0.1% | 109 | +10,713 | 14.42% | Q4 2025 | Feb 11, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 84,680 | 7,614 | 0.23% | 0.28% | 110 | -3,359 | -3.82% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 83,342 | 7,494 | 0.12% | 0.14% | 111 | -8,098 | -8.86% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 82,065 | 7,379 | 0.01% | 0.01% | 112 | +12,584 | 18.11% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 81,837 | 7,358 | 0.02% | 0.02% | 113 | +1,995 | 2.5% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 80,933 | 7,277 | 0.0% | 0.0% | 114 | -1,000 | -1.22% | Q4 2025 | Feb 11, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 80,808 | 7,266 | 0.02% | 0.03% | 115 | -9,266 | -10.29% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 77,463 | 6,965 | 0.03% | 0.04% | 116 | -3,813 | -4.69% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 74,146 | 6,668 | 0.01% | 0.01% | 117 | +7 | 0.01% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 71,580 | 6,436 | 0.01% | 0.03% | 118 | -5,107 | -6.66% | Q4 2025 | Jan 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 71,070 | 6,391 | 0.05% | 0.05% | 119 | -730 | -1.02% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 70,376 | 6,328 | 0.0% | 0.0% | 120 | +2,400 | 3.53% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 70,219 | 6,314 | 0.03% | 0.05% | 121 | -10,477 | -12.98% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Added to | 69,825 | 6,278 | 0.64% | 0.77% | 122 | +994 | 1.44% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Reduced | 68,957 | 6,200 | 0.02% | 0.06% | 123 | -80,794 | -53.95% | Q4 2025 | Feb 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 64,686 | 5,816 | 0.05% | 0.06% | 124 | -2,762 | -4.1% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 64,582 | 5,807 | 0.01% | 0.01% | 125 | -3,524 | -5.17% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 63,938 | 5,749 | 0.02% | 0.02% | 126 | -4,669 | -6.81% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 63,015 | 5,666 | 0.02% | — | 127 | +63,015 | New | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 58,442 | 5,578 | 0.02% | 0.02% | 128 | -2,503 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Atom Investors LP | History | Added to | 61,856 | 5,562 | 0.44% | 0.41% | 129 | +9,839 | 18.91% | Q4 2025 | Feb 17, 2026 |
| Heights Point Management, LP | History | New | 61,149 | 5,498 | 4.69% | — | 130 | +61,149 | New | Q4 2025 | Feb 13, 2026 |
| One Fin Capital Management LP | History | Reduced | 60,000 | 5,395 | 1.75% | 7.39% | 131 | -156,000 | -72.22% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 57,900 | 5,206 | 0.01% | — | 132 | +57,900 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 56,897 | 5,118 | 0.0% | — | 133 | +56,897 | New | Q4 2025 | Feb 17, 2026 |
| Savoir Faire Capital Management, L.P. | History | Reduced | 55,070 | 4,951 | 2.35% | 3.31% | 134 | -33,737 | -37.99% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 53,495 | 4,810 | 0.0% | 0.0% | 135 | -12,250 | -18.63% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 53,442 | 4,805 | 0.01% | 0.01% | 136 | +6,691 | 14.31% | Q4 2025 | Jan 27, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 52,117 | 4,686 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 51,556 | 4,635 | 0.06% | 0.06% | 138 | -557 | -1.07% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 51,382 | 4,620 | 0.15% | 0.18% | 139 | +1,092 | 2.17% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 50,623 | 4,551 | 0.05% | 0.05% | 140 | -1,110 | -2.15% | Q4 2025 | Jan 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 50,225 | 4,516 | 0.0% | 0.0% | 141 | +228 | 0.46% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 50,093 | 4,504 | 0.0% | 0.0% | 142 | +1,967 | 4.09% | Q4 2025 | Feb 17, 2026 |
| OSSIAM | History | No change | 49,700 | 4,469 | 0.09% | 0.07% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 49,463 | 4,447 | 0.01% | 0.04% | 144 | -55,584 | -52.91% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 48,951 | 4,407 | 0.0% | 0.0% | 145 | +11,569 | 30.95% | Q4 2025 | Mar 20, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 47,388 | 4,261 | 0.24% | 0.28% | 146 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 45,930 | 4,130 | 0.01% | 0.02% | 147 | -1,742 | -3.65% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 45,668 | 4,106 | 0.03% | 0.04% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,655 | 4,105 | 0.01% | 0.01% | 149 | +130 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 43,943 | 3,951 | 0.02% | 0.03% | 150 | -2,246 | -4.86% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 43,400 | 3,902 | 0.07% | 0.08% | 151 | -200 | -0.46% | Q4 2025 | Jan 16, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 42,520 | 3,823 | 0.01% | 0.02% | 152 | +900 | 2.16% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 39,241 | 3,528 | 0.02% | 0.02% | 153 | -929 | -2.31% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 36,033 | 3,435 | 0.04% | 0.04% | 154 | +384 | 1.08% | Q4 2025 | Jan 21, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 37,103 | 3,336 | 0.02% | 0.02% | 155 | -200 | -0.54% | Q4 2025 | Jan 29, 2026 |
| Aristotle Atlantic Partners, LLC | History | New | 36,843 | 3,312 | 0.15% | — | 156 | +36,843 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 35,311 | 3,175 | 0.01% | 0.01% | 157 | -649 | -1.8% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 35,084 | 3,154 | 0.04% | 0.05% | 158 | +197 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Oak Thistle LLC | History | Added to | 34,880 | 3,136 | 0.44% | 0.13% | 159 | +26,838 | 333.72% | Q4 2025 | Jan 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,861 | 3,044 | 0.0% | 0.0% | 160 | -2,956 | -8.03% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 33,771 | 3,036 | 0.0% | 0.01% | 161 | -73 | -0.22% | Q4 2025 | Mar 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,509 | 3,013 | 0.0% | 0.0% | 162 | -168,451 | -83.41% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 33,400 | 3,003 | 0.0% | 0.0% | 163 | +9,859 | 41.88% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 32,012 | 2,878 | 0.01% | 0.01% | 164 | -629 | -1.93% | Q4 2025 | Jan 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 31,900 | 2,868 | 0.09% | 0.1% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 31,290 | 2,813 | 0.04% | 0.04% | 166 | -200 | -0.64% | Q4 2025 | Feb 04, 2026 |
| VELA Investment Management, LLC | History | Reduced | 31,194 | 2,804 | 0.66% | 1.1% | 167 | -12,089 | -27.93% | Q4 2025 | Feb 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 31,160 | 2,801 | 0.01% | — | 168 | +31,160 | New | Q4 2025 | Feb 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 30,869 | 2,775 | 0.13% | 0.17% | 169 | -1,978 | -6.02% | Q4 2025 | Feb 11, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 30,470 | 2,739 | 0.11% | 0.18% | 170 | -12,587 | -29.23% | Q4 2025 | Feb 11, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 29,596 | 2,661 | 0.1% | — | 171 | +29,596 | New | Q4 2025 | Feb 09, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 28,787 | 2,588 | 0.02% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 28,739 | 2,584 | 0.08% | 0.09% | 173 | -601 | -2.05% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 28,691 | 2,579 | 0.07% | 0.05% | 174 | +19,715 | 219.64% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 28,434 | 2,556 | 0.01% | 0.02% | 175 | +4,292 | 17.78% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 28,074 | 2,524 | 0.17% | — | 176 | +28,074 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 27,990 | 2,516 | 0.03% | — | 177 | +27,990 | New | Q4 2025 | Feb 06, 2026 |
| NEOS Investment Management LLC | History | Reduced | 27,814 | 2,501 | 0.01% | 0.02% | 178 | -1,971 | -6.62% | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | Reduced | 27,814 | 2,501 | 0.19% | 0.26% | 179 | -1,971 | -6.62% | Q4 2025 | Jan 16, 2026 |
| CenterBook Partners LP | History | Added to | 27,460 | 2,469 | 0.12% | 0.03% | 180 | +22,357 | 438.11% | Q4 2025 | Feb 11, 2026 |
| Caption Management, LLC | History | Reduced | 25,800 | 2,319 | 0.02% | 0.04% | 181 | -17,800 | -40.83% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 25,588 | 2,300 | 0.01% | — | 182 | +25,588 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 24,505 | 2,203 | 0.0% | 0.01% | 183 | -265,231 | -91.54% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 23,385 | 2,102 | 0.0% | 0.0% | 184 | +1,554 | 7.12% | Q4 2025 | Jan 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 23,202 | 2,086 | 0.01% | 0.02% | 185 | -28,688 | -55.29% | Q4 2025 | Jan 28, 2026 |
| FORA Capital, LLC | History | New | 23,020 | 2,069 | 0.25% | — | 186 | +23,020 | New | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 22,086 | 1,985 | 0.03% | 0.02% | 187 | +7,227 | 48.64% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 20,850 | 1,874 | 0.01% | 0.01% | 188 | -4,860 | -18.9% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 20,345 | 1,829 | 0.05% | 0.06% | 189 | +358 | 1.79% | Q4 2025 | Feb 02, 2026 |
| MUFG Securities EMEA plc | History | New | 20,000 | 1,798 | 0.02% | — | 190 | +20,000 | New | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Added to | 19,904 | 1,789 | 0.06% | 0.03% | 191 | +10,619 | 114.37% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 19,291 | 1,734 | 0.02% | 0.02% | 192 | +414 | 2.19% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 18,992 | 1,707 | 0.0% | 0.0% | 193 | -1,477 | -7.22% | Q4 2025 | Feb 10, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 18,751 | 1,686 | 0.0% | 0.01% | 194 | -15,027 | -44.49% | Q4 2025 | Feb 24, 2026 |
| Creative Planning | History | Reduced | 18,618 | 1,674 | 0.0% | 0.0% | 195 | -904 | -4.63% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | No change | 18,000 | 1,618 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 17,560 | 1,578 | 0.01% | 0.02% | 197 | -2,331 | -11.72% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 17,283 | 1,554 | 0.01% | 0.01% | 198 | +1,273 | 7.95% | Q4 2025 | Jan 26, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 16,967 | 1,525 | 0.02% | 0.05% | 199 | -11,284 | -39.94% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 16,892 | 1,518 | 0.01% | 0.01% | 200 | -167 | -0.98% | Q4 2025 | Feb 11, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 16,475 | 1,481 | 0.32% | 0.43% | 201 | -2,500 | -13.18% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 16,386 | 1,473 | 0.0% | 0.0% | 202 | +712 | 4.54% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 16,123 | 1,449 | 0.04% | 0.08% | 203 | -2,073 | -11.39% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,104 | 1,448 | 0.01% | 0.01% | 204 | -1,418 | -8.09% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | Added to | 16,077 | 1,445 | 0.02% | 0.02% | 205 | +2,635 | 19.6% | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,499 | 1,394 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 14,360 | 1,291 | 0.0% | 0.0% | 207 | +11,029 | 331.1% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,129 | 1,270 | 0.0% | 0.01% | 208 | -30,474 | -68.32% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,037 | 1,262 | 0.0% | 0.0% | 209 | -573 | -3.92% | Q4 2025 | Feb 17, 2026 |
| Havemeyer Place LP | History | New | 13,948 | 1,254 | 0.25% | — | 210 | +13,948 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,878 | 1,247 | 0.0% | 0.0% | 211 | -155 | -1.1% | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | New | 13,809 | 1,241 | 0.07% | — | 212 | +13,809 | New | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Reduced | 13,351 | 1,200 | 0.0% | 0.0% | 213 | -1,607 | -10.74% | Q4 2025 | Jan 16, 2026 |
| Hestia Capital Management, LLC | History | Reduced | 12,700 | 1,141 | 0.95% | 0.86% | 214 | -300 | -2.31% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 12,611 | 1,133 | 0.0% | 0.0% | 215 | -1,371 | -9.81% | Q4 2025 | Feb 12, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Added to | 12,335 | 1,109 | 0.05% | 0.04% | 216 | +3,445 | 38.75% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 12,323 | 1,108 | 0.12% | 0.04% | 217 | +9,354 | 315.06% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,215 | 1,098 | 0.0% | 0.0% | 218 | +1,642 | 15.53% | Q4 2025 | Feb 12, 2026 |
| Seneca House Advisors | History | Reduced | 12,088 | 1,086 | 0.41% | 1.3% | 219 | -18,752 | -60.8% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 11,948 | 1,074 | 0.03% | 0.04% | 220 | -50 | -0.42% | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | Added to | 11,873 | 1,067 | 0.27% | 0.29% | 221 | +2,376 | 25.02% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,802 | 1,061 | 0.0% | 0.0% | 222 | -942 | -7.39% | Q4 2025 | Feb 17, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 11,750 | 1,056 | 0.1% | 0.11% | 223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 11,539 | 1,037 | 0.77% | 0.83% | 224 | +1,208 | 11.69% | Q4 2025 | Jan 16, 2026 |
| Atria Investments, Inc | History | Reduced | 11,456 | 1,030 | 0.01% | 0.01% | 225 | -771 | -6.31% | Q4 2025 | Feb 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 11,423 | 1,027 | 0.04% | 0.03% | 226 | -299 | -2.55% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,271 | 923 | 0.0% | 0.0% | 227 | -446 | -4.16% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,210 | 918 | 0.0% | 0.0% | 228 | -687 | -6.3% | Q4 2025 | Feb 06, 2026 |
| INCEPTIONR LLC | History | Reduced | 9,987 | 898 | 0.25% | 0.38% | 229 | -4,989 | -33.31% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,735 | 878 | 0.0% | 0.0% | 230 | -5,965 | -37.99% | Q4 2025 | Feb 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 8,825 | 793 | 0.11% | 0.16% | 231 | -1,847 | -17.31% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 8,725 | 785 | 0.01% | 0.01% | 232 | -35 | -0.4% | Q4 2025 | Feb 09, 2026 |
| First Eagle Investment Management, LLC | History | No change | 8,400 | 755 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 8,305 | 746 | 0.0% | 0.0% | 234 | +4,544 | 120.82% | Q4 2025 | Jan 30, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,185 | 735 | 0.02% | 0.03% | 235 | -9,508 | -53.74% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 8,100 | 728 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | New | 7,960 | 715 | 0.14% | — | 238 | +7,960 | New | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 7,955 | 715 | 0.0% | 0.0% | 237 | +4,672 | 142.31% | Q4 2025 | Jan 30, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 7,880 | 708 | 0.57% | 0.65% | 239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,826 | 704 | 0.01% | 0.01% | 240 | -100 | -1.26% | Q4 2025 | Jan 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,609 | 684 | 0.01% | 0.02% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 7,574 | 681 | 0.0% | — | 242 | +7,574 | New | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,686 | 672 | 0.0% | 0.0% | 243 | +262 | 3.53% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,402 | 665 | 0.02% | 0.02% | 244 | +1,433 | 24.01% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,363 | 662 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 7,294 | 655 | 0.01% | 0.01% | 246 | -191 | -2.55% | Q4 2025 | Feb 10, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 7,129 | 641 | 0.01% | — | 247 | +7,129 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 7,024 | 631 | 0.0% | 0.01% | 249 | -1,740 | -19.85% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,022 | 631 | 0.0% | 0.0% | 248 | -797 | -10.19% | Q4 2025 | Feb 10, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 6,904 | 620 | 0.27% | 0.27% | 250 | -1,987 | -22.35% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,668 | 599 | 0.0% | 0.0% | 251 | -495 | -6.91% | Q4 2025 | Mar 16, 2026 |
| MQS Management LLC | History | New | 6,590 | 592 | 0.35% | — | 252 | +6,590 | New | Q4 2025 | Feb 09, 2026 |
| Sciencast Management LP | History | New | 6,568 | 590 | 0.08% | — | 253 | +6,568 | New | Q4 2025 | Feb 17, 2026 |
| Catalyst Capital Advisors LLC | History | New | 6,526 | 586 | 0.01% | — | 254 | +6,526 | New | Q4 2025 | Feb 10, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 6,322 | 568 | 0.03% | 0.03% | 255 | +310 | 5.16% | Q4 2025 | Jan 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,284 | 565 | 0.0% | 0.0% | 256 | -369 | -5.55% | Q4 2025 | Feb 06, 2026 |
| TWINBEECH CAPITAL LP | History | New | 6,200 | 557 | 0.04% | — | 257 | +6,200 | New | Q4 2025 | Feb 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 6,053 | 544 | 0.05% | 0.07% | 258 | -456 | -7.01% | Q4 2025 | Jan 22, 2026 |
| Tidal Investments LLC | History | Reduced | 6,035 | 542 | 0.0% | 0.0% | 259 | -193 | -3.1% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 5,931 | 533 | 0.04% | 0.04% | 260 | +442 | 8.05% | Q4 2025 | Jan 15, 2026 |
| Mount Lucas Management LP | History | Reduced | 5,912 | 531 | 0.21% | 0.26% | 261 | -108 | -1.79% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,872 | 527 | 0.0% | 0.0% | 262 | +4,822 | 459.24% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,849 | 525 | 0.01% | — | 263 | +5,849 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 5,739 | 524 | 0.02% | 0.03% | 264 | +3,033 | 112.08% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 5,774 | 519 | 0.04% | 0.04% | 265 | +1,193 | 26.04% | Q4 2025 | Feb 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,678 | 510 | 0.01% | 0.01% | 266 | +573 | 11.22% | Q4 2025 | Feb 02, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,467 | 491 | 0.0% | 0.0% | 267 | -20 | -0.36% | Q4 2025 | Jan 12, 2026 |
| North Dakota State Investment Board | History | New | 5,372 | 483 | 0.02% | — | 268 | +5,372 | New | Q4 2025 | Feb 05, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 5,222 | 469 | 0.01% | 0.01% | 269 | -325 | -5.86% | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 5,176 | 465 | 0.02% | 0.02% | 270 | +8 | 0.15% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 5,164 | 464 | 0.01% | 0.01% | 271 | +476 | 10.15% | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,038 | 463 | 0.03% | 0.04% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 5,075 | 456 | 0.04% | 0.07% | 273 | -5,056 | -49.91% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 4,858 | 436 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Reduced | 4,823 | 433 | 0.01% | 0.01% | 275 | -83 | -1.69% | Q4 2025 | Feb 18, 2026 |
| Callan Family Office, LLC | History | Added to | 4,730 | 425 | 0.01% | 0.01% | 276 | +652 | 15.99% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,631 | 416 | 0.01% | 0.0% | 277 | +3,690 | 392.14% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,596 | 413 | 0.0% | 0.0% | 278 | -892 | -16.25% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,577 | 411 | 0.0% | 0.0% | 279 | +27 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Cynosure Group, LLC | History | New | 4,487 | 403 | 0.04% | — | 280 | +4,487 | New | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 4,423 | 397 | 0.0% | — | 281 | +4,423 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,334 | 389 | 0.0% | 0.0% | 282 | -273 | -5.93% | Q4 2025 | Feb 18, 2026 |
| KBC Group NV | History | No change | 4,246 | 382 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | Added to | 4,228 | 380 | 0.01% | 0.01% | 284 | +332 | 8.52% | Q4 2025 | Feb 19, 2026 |
| South Dakota Investment Council | History | Reduced | 4,100 | 369 | 0.01% | 0.01% | 286 | -400 | -8.89% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 4,109 | 369 | 0.0% | 0.0% | 285 | +190 | 4.85% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,091 | 367 | 0.0% | — | 287 | +4,091 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 4,072 | 366 | 0.0% | — | 288 | +4,072 | New | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 3,959 | 355 | 0.0% | 0.01% | 289 | -5,250 | -57.01% | Q4 2025 | Feb 04, 2026 |
| PharVision Advisers, LLC | History | New | 3,900 | 350 | 0.18% | — | 290 | +3,900 | New | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 3,881 | 348 | 0.0% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cetera Trust Company, N.A | History | No change | 3,876 | 348 | 0.19% | 0.23% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,838 | 345 | 0.0% | 0.0% | 293 | +306 | 8.66% | Q4 2025 | Feb 09, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 3,792 | 340 | 0.07% | 0.09% | 294 | -235 | -5.84% | Q4 2025 | Jan 27, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,763 | 338 | 0.01% | 0.01% | 295 | +341 | 9.96% | Q4 2025 | Feb 04, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Reduced | 3,689 | 331 | 0.06% | 0.07% | 296 | -160 | -4.16% | Q4 2025 | Feb 09, 2026 |
| Howard Capital Management Group, LLC | History | No change | 3,630 | 326 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 3,598 | 323 | 0.02% | 0.02% | 298 | -39 | -1.07% | Q4 2025 | Feb 06, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 3,548 | 319 | 0.05% | 0.14% | 299 | -5,258 | -59.71% | Q4 2025 | Feb 02, 2026 |
| Index Technologies Group LLC | History | New | 3,539 | 318 | 0.33% | — | 300 | +3,539 | New | Q4 2025 | Feb 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 3,459 | 311 | 0.02% | 0.02% | 301 | -119 | -3.33% | Q4 2025 | Feb 02, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 3,409 | 306 | 0.01% | 0.01% | 302 | +575 | 20.29% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 3,398 | 305 | 0.0% | — | 303 | +3,398 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,370 | 303 | 0.07% | 0.01% | 305 | +3,159 | 1497.16% | Q4 2025 | Mar 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,379 | 303 | 0.0% | 0.0% | 304 | +63 | 1.9% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 3,364 | 302 | 0.02% | 0.02% | 306 | +12 | 0.36% | Q4 2025 | Jan 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,280 | 294 | 0.0% | 0.0% | 307 | +314 | 10.59% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,266 | 293 | 0.0% | 0.0% | 308 | +31 | 0.96% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,257 | 292 | 0.0% | 0.0% | 309 | +313 | 10.63% | Q4 2025 | Feb 12, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 3,245 | 291 | 0.01% | 0.02% | 310 | -58 | -1.76% | Q4 2025 | Feb 04, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 3,220 | 289 | 0.02% | 0.02% | 311 | -150 | -4.45% | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 3,212 | 288 | 0.07% | — | 312 | +3,212 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,206 | 288 | 0.0% | 0.0% | 313 | -3 | -0.09% | Q4 2025 | Jan 28, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,184 | 286 | 0.01% | 0.01% | 314 | -307 | -8.79% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 3,061 | 275 | 0.0% | 0.0% | 315 | +265 | 9.48% | Q4 2025 | Jan 26, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,056 | 274 | 0.01% | 0.01% | 316 | -1,164 | -27.58% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 2,950 | 265 | 0.08% | 0.1% | 317 | -50 | -1.67% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,947 | 264 | 0.0% | 0.01% | 318 | +19 | 0.65% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,831 | 254 | 0.0% | 0.0% | 319 | -227 | -7.42% | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,757 | 247 | 0.0% | 0.01% | 320 | +233 | 9.23% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,701 | 242 | 0.01% | 0.01% | 321 | +173 | 6.84% | Q4 2025 | Feb 05, 2026 |
| Sagewood Asset Management LP | History | New | 2,679 | 240 | 0.09% | — | 323 | +2,679 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,680 | 240 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 2,635 | 236 | 0.0% | 0.0% | 324 | -69 | -2.55% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,558 | 230 | 0.0% | 0.0% | 325 | -257 | -9.13% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 2,499 | 224 | 0.0% | — | 327 | +2,499 | New | Q4 2025 | Feb 05, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 2,500 | 224 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| May Hill Capital, LLC | History | New | 2,490 | 223 | 0.03% | — | 329 | +2,490 | New | Q4 2025 | Feb 05, 2026 |
| Trust Point Inc. | History | Reduced | 2,487 | 223 | 0.02% | 0.02% | 328 | -488 | -16.4% | Q4 2025 | Jan 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,472 | 222 | 0.0% | 0.0% | 331 | -9,494 | -79.34% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,470 | 222 | 0.0% | 0.0% | 330 | +4 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Seelaus Asset Management LLC | History | Added to | 2,420 | 217 | 0.17% | 0.17% | 332 | +310 | 14.69% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,385 | 214 | 0.0% | 0.0% | 333 | +190 | 8.66% | Q4 2025 | Feb 03, 2026 |
| Amundi | History | Reduced | 2,322 | 208 | 0.0% | 0.0% | 334 | -149,708 | -98.47% | Q4 2025 | Feb 17, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 2,293 | 206 | 0.05% | 0.05% | 335 | -14 | -0.61% | Q4 2025 | Feb 17, 2026 |
| one8zero8, LLC | History | No change | 2,300 | 206 | 0.04% | 0.05% | 336 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,260 | 203 | 0.0% | — | 337 | +2,260 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,261 | 203 | 0.0% | 0.0% | 338 | -926 | -29.06% | Q4 2025 | Feb 18, 2026 |
| Bayforest Capital Ltd | History | Added to | 2,211 | 198 | 0.15% | 0.02% | 339 | +1,850 | 512.47% | Q4 2025 | Jan 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,174 | 195 | 0.0% | 0.0% | 340 | +581 | 36.47% | Q4 2025 | Feb 13, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 2,160 | 194 | 0.12% | 0.15% | 341 | -65 | -2.92% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Added to | 2,043 | 183 | 0.01% | 0.0% | 342 | +140 | 7.36% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 1,938 | 174 | 0.03% | 0.02% | 344 | +1,226 | 172.19% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 1,941 | 174 | 0.0% | 0.0% | 343 | +181 | 10.28% | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | Reduced | 1,930 | 173 | 0.05% | 0.12% | 345 | -1,709 | -46.96% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,880 | 169 | 0.0% | — | 346 | +1,880 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,759 | 158 | 0.0% | 0.0% | 347 | +361 | 25.82% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | Reduced | 1,677 | 150 | 0.04% | 0.05% | 348 | -227 | -11.92% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,513 | 136 | 0.0% | — | 349 | +1,513 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,512 | 135 | 0.0% | 0.01% | 350 | -13,631 | -90.02% | Q4 2025 | Jan 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,362 | 122 | 0.0% | 0.0% | 351 | +262 | 23.82% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,309 | 118 | 0.0% | 0.0% | 352 | -118 | -8.27% | Q4 2025 | Feb 05, 2026 |
| Employees Retirement System of Texas | History | No change | 1,297 | 117 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,278 | 114 | 0.0% | 0.0% | 354 | +489 | 61.98% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,261 | 113 | 0.0% | 0.0% | 355 | +33 | 2.69% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,207 | 108 | 0.0% | 0.0% | 356 | +5 | 0.42% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,157 | 104 | 0.01% | 0.02% | 357 | +9 | 0.78% | Q4 2025 | Jan 08, 2026 |
| DANSKE BANK A/S | History | No change | 1,101 | 99 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,035 | 93 | 0.0% | 0.0% | 359 | -69 | -6.25% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,012 | 91 | 0.0% | 0.01% | 360 | +143 | 16.46% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 994 | 89 | 0.0% | 0.0% | 361 | +788 | 382.52% | Q4 2025 | Feb 06, 2026 |
| AlphaCentric Advisors LLC | History | New | 915 | 82 | 0.08% | — | 363 | +915 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 917 | 82 | 0.0% | 0.0% | 362 | +3 | 0.33% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | Reduced | 800 | 72 | 0.04% | 0.05% | 364 | -66 | -7.62% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 692 | 67 | 0.0% | — | 365 | +692 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 755 | 67 | 0.0% | 0.0% | 366 | -97 | -11.38% | Q4 2025 | Feb 06, 2026 |
| V-Square Quantitative Management LLC | History | New | 689 | 61 | 0.01% | — | 367 | +689 | New | Q4 2025 | Jan 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 651 | 58 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | New | 629 | 56 | 0.0% | — | 369 | +629 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 615 | 55 | 0.01% | — | 370 | +615 | New | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 587 | 52 | 0.0% | 0.0% | 371 | +335 | 132.94% | Q4 2025 | Feb 09, 2026 |
| AlphaQuest LLC | History | Reduced | 568 | 51 | 0.0% | 0.0% | 373 | -99 | -14.84% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 575 | 51 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | No change | 522 | 46 | 0.0% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 508 | 45 | 0.0% | 0.0% | 375 | -56 | -9.93% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 500 | 44 | 0.0% | — | 377 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Field & Main Bank | History | No change | 500 | 44 | 0.01% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 500 | 44 | 0.01% | 0.02% | 378 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 475 | 42 | 0.02% | — | 379 | +475 | New | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 451 | 40 | 0.02% | — | 381 | +451 | New | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | No change | 447 | 40 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 401 | 36 | 0.0% | 0.0% | 382 | +26 | 6.93% | Q4 2025 | Feb 10, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 387 | 34 | 0.0% | 0.01% | 383 | -79 | -16.95% | Q4 2025 | Jan 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 374 | 33 | 0.0% | 0.0% | 384 | -14 | -3.61% | Q4 2025 | Jan 07, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 345 | 31 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 302 | 27 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 269 | 24 | 0.01% | — | 387 | +269 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 259 | 23 | 0.0% | 0.0% | 388 | +4 | 1.57% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 247 | 22 | 0.0% | 0.0% | 389 | +80 | 47.9% | Q4 2025 | Feb 24, 2026 |
| IFP Advisors, Inc | History | Added to | 235 | 21 | 0.0% | 0.0% | 390 | +35 | 17.5% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 231 | 20 | 0.0% | 0.0% | 391 | -199 | -46.28% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 219 | 19 | 0.0% | — | 393 | +219 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 221 | 19 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | Added to | 213 | 18 | 0.0% | 0.0% | 395 | +8 | 3.9% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 201 | 18 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 185 | 16 | 0.01% | — | 396 | +185 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 176 | 15 | 0.0% | — | 399 | +176 | New | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | New | 171 | 15 | 0.0% | — | 398 | +171 | New | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 173 | 15 | 0.0% | 0.0% | 397 | -99 | -36.4% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 166 | 14 | 0.0% | — | 401 | +166 | New | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 163 | 14 | 0.0% | 0.0% | 400 | +17 | 11.64% | Q4 2025 | Feb 12, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 148 | 13 | 0.0% | — | 404 | +148 | New | Q4 2025 | Feb 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 147 | 13 | 0.0% | 0.0% | 402 | -101 | -40.73% | Q4 2025 | Jan 12, 2026 |
| Clearstead Trust, LLC | History | Added to | 149 | 13 | 0.0% | 0.0% | 403 | +17 | 12.88% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 143 | 12 | 0.0% | — | 408 | +143 | New | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 141 | 12 | 0.0% | 0.0% | 407 | +38 | 36.89% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Reduced | 134 | 12 | 0.0% | 0.0% | 405 | -3 | -2.19% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 140 | 12 | 0.0% | 0.0% | 406 | +3 | 2.19% | Q4 2025 | Feb 03, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 125 | 12 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| WealthCollab, LLC | History | No change | 129 | 11 | 0.0% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | No change | 120 | 10 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 115 | 10 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 102 | 9 | 0.0% | 0.0% | 414 | -71 | -41.04% | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 103 | 9 | 0.0% | 0.0% | 413 | +59 | 134.09% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 85 | 8 | 0.0% | — | 415 | +85 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 91 | 8 | 0.0% | 0.0% | 417 | +10 | 12.35% | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 91 | 8 | 0.0% | 0.0% | 418 | +1 | 1.11% | Q4 2025 | Jan 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 90 | 8 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 89 | 8 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 79 | 7 | 0.0% | 0.0% | 421 | +28 | 54.9% | Q4 2025 | Feb 03, 2026 |
| Roxbury Financial LLC | History | No change | 81 | 7 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 68 | 6 | 0.0% | 0.0% | 423 | +2 | 3.03% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 60 | 5 | 0.0% | — | 424 | +60 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 63 | 5 | 0.0% | 0.0% | 426 | +26 | 70.27% | Q4 2025 | Feb 12, 2026 |
| Avalon Trust Co | History | No change | 65 | 5 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | Added to | 50 | 4 | 0.0% | 0.0% | 427 | +1 | 2.04% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 38 | 3 | 0.0% | 0.0% | 430 | -74 | -66.07% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 34 | 3 | 0.0% | 0.0% | 429 | -50 | -59.52% | Q4 2025 | Feb 09, 2026 |
| Networth Advisors, LLC | History | New | 43 | 3 | 0.0% | — | 436 | +43 | New | Q4 2025 | Jan 22, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 37 | 3 | 0.0% | — | 434 | +37 | New | Q4 2025 | Feb 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 432 | +13 | 48.15% | Q4 2025 | Jan 23, 2026 |
| Marquette Asset Management, LLC | History | Added to | 41 | 3 | 0.0% | 0.0% | 431 | +6 | 17.14% | Q4 2025 | Jan 16, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 34 | 3 | 0.0% | 0.0% | 428 | -1 | -2.86% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 40 | 3 | 0.0% | 0.0% | 435 | -1 | -2.44% | Q4 2025 | Jan 12, 2026 |
| Quent Capital, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Davidson Capital Management Inc. | History | New | 33 | 2 | 0.0% | — | 440 | +33 | New | Q4 2025 | Jan 28, 2026 |
| Elevated Capital Advisors, LLC | History | New | 28 | 2 | 0.0% | — | 439 | +28 | New | Q4 2025 | Jan 27, 2026 |
| North Star Investment Management Corp. | History | New | 27 | 2 | 0.0% | — | 437 | +27 | New | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cromwell Holdings LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 15 | 1 | 0.0% | 0.01% | 446 | -39,885 | -99.96% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 15 | 1 | 0.0% | 0.0% | 453 | -262 | -94.58% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | New | 21 | 1 | 0.0% | — | 450 | +21 | New | Q4 2025 | Jan 20, 2026 |
| Cornerstone Financial Management LLC | History | New | 20 | 1 | 0.0% | — | 459 | +20 | New | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | New | 19 | 1 | 0.0% | — | 452 | +19 | New | Q4 2025 | Jan 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 18 | 1 | 0.0% | — | 455 | +18 | New | Q4 2025 | Jan 09, 2026 |
| United Financial Planning Group LLC | History | New | 16 | 1 | 0.0% | — | 457 | +16 | New | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 15 | 1 | 0.0% | — | 458 | +15 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Added to | 16 | 1 | 0.0% | — | 448 | +12 | 300.0% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17 | 1 | 0.0% | 0.0% | 445 | +5 | 41.67% | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 1 | 0.0% | — | 451 | +5 | 55.56% | Q4 2025 | Feb 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 15 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Palestra Capital Management LLC | History | Closed out | 0 | 0 | — | 3.89% | — | -1,159,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Junto Capital Management LP | History | Closed out | 0 | 0 | — | 2.35% | — | -1,104,713 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -569,705 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Senator Investment Group LP | History | Closed out | 0 | 0 | — | 1.7% | — | -441,378 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -391,257 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Bain Capital Public Equity, LP | History | Closed out | 0 | 0 | — | 7.98% | — | -121,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.13% | — | -103,973 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.07% | — | -68,946 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Night Squared LP | History | Closed out | 0 | 0 | — | 2.44% | — | -64,975 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -61,725 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -55,789 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.17% | — | -44,131 | -100.0% | Q3 2025 | Nov 17, 2025 |
| 13D Management LLC | History | Closed out | 0 | 0 | — | 4.29% | — | -43,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -42,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -40,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.2% | — | -30,376 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Taconic Capital Advisors LP | History | Closed out | 0 | 0 | — | 1.95% | — | -30,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -28,486 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -24,836 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Politan Capital Management LP | History | Closed out | 0 | 0 | — | 0.16% | — | -17,121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.03% | — | -13,183 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -11,915 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TIG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,363 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,122 | -100.0% | Q3 2025 | Nov 24, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.03% | — | -7,734 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.3% | — | -7,653 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,265 | -100.0% | Q3 2025 | Mar 30, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,466 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -5,144 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,717 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Williamson Legacy Group, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -3,345 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Applied Finance Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,184 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,175 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,175 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,129 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.34% | — | -2,049 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,041 | -100.0% | Q3 2025 | Oct 31, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,928 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,879 | -100.0% | Q3 2025 | Oct 28, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,551 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -1,530 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,256 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q3 2025 | Oct 21, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -454 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -286 | -100.0% | Q3 2025 | Oct 08, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 03, 2025 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Retirement Wealth Solutions LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -19 | -95.0% | Q4 2025 | Jan 07, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Dec 15, 2025 |
| OPTIMA CAPITAL LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 23, 2026 |
| Trust Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 15, 2026 |
| Avion Wealth | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -3 | -21.43% | Q4 2025 | Jan 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nemes Rush Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| American Capital Advisory, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -1 | -8.33% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| High Note Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |