PROVIDENT FINANCIAL SERVICES INC - PFS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 42 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 19,371,172 | 382,580 | 0.01% | 0.01% | 1 | +167,000 | 0.87% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 14,266,934 | 281,771 | 0.0% | 0.0% | 2 | -192,219 | -1.33% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,814,194 | 154,331 | 0.03% | 0.03% | 3 | +125,104 | 1.63% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 7,046,392 | 139,166 | 0.0% | 0.0% | 4 | +41,961 | 0.6% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 6,710,987 | 132,541 | 0.02% | 0.02% | 5 | +351,889 | 5.53% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,075,508 | 60,750 | 0.0% | 0.0% | 6 | +5,281 | 0.17% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,978,756 | 58,830 | 0.03% | 0.02% | 7 | +669,982 | 29.02% | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,974,889 | 39,004 | 0.92% | 0.94% | 8 | -21,565 | -1.08% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,593,708 | 31,475 | 0.0% | 0.0% | 9 | -13,905 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,578,302 | 31,171 | 0.01% | 0.0% | 10 | +216,567 | 15.9% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 1,381,795 | 27,290 | 0.0% | 0.0% | 11 | -16,410 | -1.17% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,315,521 | 25,981 | 0.0% | 0.0% | 12 | -73,721 | -5.31% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,239,628 | 24,482 | 0.0% | 0.0% | 13 | +342,301 | 38.15% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 935,887 | 18,483 | 0.0% | 0.0% | 14 | -160,846 | -14.67% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 900,929 | 17,793 | 0.0% | 0.01% | 15 | -148,927 | -14.19% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 896,079 | 17,697 | 0.37% | 0.3% | 16 | +171,103 | 23.6% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 787,172 | 15,546 | 0.02% | 0.0% | 17 | +761,427 | 2957.57% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 747,119 | 14,755 | 0.01% | 0.01% | 18 | +39,002 | 5.51% | Q4 2025 | Feb 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 722,487 | 14,269 | 0.02% | 0.01% | 19 | +471,127 | 187.43% | Q4 2025 | Feb 13, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 678,112 | 13,392 | 7.71% | 7.76% | 20 | -1,900 | -0.28% | Q4 2025 | Jan 16, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 676,761 | 13,366 | 0.04% | 0.04% | 21 | -7,213 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 626,784 | 12,378 | 0.0% | 0.0% | 22 | -42,258 | -6.32% | Q4 2025 | Feb 19, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 594,850 | 11,986 | 0.57% | 0.67% | 23 | -42,942 | -6.73% | Q4 2025 | Jan 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 600,000 | 11,850 | 0.52% | 0.52% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empowered Funds, LLC | History | Added to | 557,503 | 11,010 | 0.19% | 0.1% | 25 | +66,143 | 13.46% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 506,216 | 9,997 | 0.0% | 0.0% | 26 | -68,981 | -11.99% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 452,111 | 8,929 | 0.03% | 0.04% | 27 | -57,364 | -11.26% | Q4 2025 | Feb 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 414,090 | 8,178 | 0.33% | 0.33% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 412,117 | 8,139 | 0.0% | 0.0% | 29 | -1,275 | -0.31% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 402,140 | 7,942 | 0.03% | 0.02% | 30 | +89,197 | 28.5% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 382,132 | 7,547 | 0.0% | 0.0% | 31 | -4,167 | -1.08% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 363,001 | 7,169 | 0.01% | 0.01% | 32 | -19,990 | -5.22% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 362,678 | 7,162 | 0.0% | 0.0% | 33 | +73,333 | 25.34% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 355,969 | 7,030 | 0.0% | 0.0% | 34 | -26,439 | -6.91% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 327,872 | 6,475 | 0.0% | 0.0% | 35 | -17,254 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 324,416 | 6,407 | 0.0% | 0.0% | 36 | -13,652 | -4.04% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 301,329 | 5,950 | 0.0% | 0.0% | 37 | +250,566 | 493.6% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 298,086 | 5,887 | 0.01% | 0.01% | 38 | +2,265 | 0.77% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 269,079 | 5,314 | 0.0% | 0.0% | 39 | +45,552 | 20.38% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 253,590 | 5,008 | 0.02% | 0.02% | 40 | +3,304 | 1.32% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 252,822 | 4,993 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 244,729 | 4,833 | 0.0% | 0.0% | 42 | +4,100 | 1.7% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 244,275 | 4,824 | 0.01% | 0.01% | 43 | -238,884 | -49.44% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 239,588 | 4,731 | 0.0% | 0.0% | 44 | -6,297 | -2.56% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 220,628 | 4,357 | 0.0% | 0.0% | 45 | +10,721 | 5.11% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | New | 213,137 | 4,209 | 0.18% | — | 46 | +213,137 | New | Q4 2025 | Feb 09, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 189,706 | 3,746 | 1.01% | 1.05% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 187,464 | 3,702 | 0.0% | 0.0% | 48 | +135,995 | 264.23% | Q4 2025 | Feb 13, 2026 |
| HENNESSY ADVISORS INC | History | No change | 185,000 | 3,653 | 0.13% | 0.12% | 49 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EJF Capital LP | History | Added to | 179,623 | 3,547 | 2.01% | 2.0% | 50 | +1,328 | 0.74% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 170,995 | 3,377 | 0.03% | 0.01% | 51 | +99,238 | 138.3% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 165,269 | 3,264 | 0.01% | 0.01% | 52 | -153,600 | -48.17% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 160,089 | 3,161 | 0.0% | 0.0% | 53 | -890 | -0.55% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 156,996 | 3,100 | 0.13% | 0.13% | 54 | -2,000 | -1.26% | Q4 2025 | Jan 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 155,723 | 3,075 | 0.0% | 0.0% | 55 | +45,814 | 41.68% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 155,259 | 3,066 | 0.0% | 0.0% | 56 | -61,811 | -28.48% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 140,703 | 2,778 | 0.02% | — | 57 | +140,703 | New | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 137,468 | 2,709 | 0.0% | 0.0% | 58 | +3,110 | 2.31% | Q4 2025 | Mar 20, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 135,435 | 2,674 | 0.04% | 0.03% | 59 | -25 | -0.02% | Q4 2025 | Feb 13, 2026 |
| SALZHAUER MICHAEL | History | Added to | 128,203 | 2,532 | 1.04% | 0.79% | 60 | +42,805 | 50.12% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 123,389 | 2,436 | 0.0% | 0.01% | 61 | -218,500 | -63.91% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 122,508 | 2,419 | 0.0% | 0.0% | 62 | -2,164 | -1.74% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 120,691 | 2,381 | 0.0% | 0.0% | 63 | -20,712 | -14.65% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 120,197 | 2,373 | 0.0% | 0.0% | 64 | -112 | -0.09% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 119,759 | 2,365 | 0.01% | 0.01% | 65 | +6,617 | 5.85% | Q4 2025 | Jan 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 118,462 | 2,340 | 0.0% | 0.0% | 66 | +4,332 | 3.8% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 116,580 | 2,302 | 0.0% | 0.0% | 67 | -367 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 115,435 | 2,279 | 0.04% | 0.04% | 68 | -9,810 | -7.83% | Q4 2025 | Feb 17, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Reduced | 115,000 | 2,271 | 0.67% | 0.92% | 69 | -10,000 | -8.0% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 113,157 | 2,234 | 0.08% | 0.05% | 70 | +52,070 | 85.24% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 108,745 | 2,147 | 0.0% | 0.0% | 71 | +4,939 | 4.76% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 107,311 | 2,119 | 0.0% | 0.0% | 72 | -94,982 | -46.95% | Q4 2025 | Feb 13, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 106,958 | 2,112 | 0.8% | 0.8% | 73 | -499 | -0.46% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 105,587 | 2,085 | 0.0% | 0.0% | 74 | -7,553 | -6.68% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 99,330 | 1,962 | 0.0% | 0.01% | 75 | -210,163 | -67.91% | Q4 2025 | Feb 05, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 95,525 | 1,886 | 0.01% | 0.01% | 76 | -12,131 | -11.27% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 93,904 | 1,854 | 0.0% | 0.0% | 77 | -4,930 | -4.99% | Q4 2025 | Feb 17, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 92,591 | 1,828 | 0.28% | 0.28% | 78 | +152 | 0.16% | Q4 2025 | Jan 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 84,237 | 1,663 | 0.0% | 0.0% | 79 | -10,991 | -11.54% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Reduced | 82,608 | 1,631 | 0.0% | 0.0% | 80 | -1,897 | -2.24% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 79,621 | 1,572 | 0.0% | 0.0% | 81 | +50,734 | 175.63% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,683 | 1,514 | 0.0% | 0.0% | 82 | -2,195 | -2.78% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 72,119 | 1,423 | 0.02% | 0.01% | 83 | +1,050 | 1.48% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 70,680 | 1,395 | 0.01% | 0.01% | 84 | -6,192 | -8.05% | Q4 2025 | Feb 12, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 68,962 | 1,361 | 1.26% | 1.28% | 85 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Horizon Investments, LLC | History | Added to | 66,319 | 1,309 | 0.02% | 0.01% | 86 | +12,040 | 22.18% | Q4 2025 | Feb 02, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 65,803 | 1,299 | 0.02% | 0.02% | 87 | -2,522 | -3.69% | Q4 2025 | Feb 11, 2026 |
| Riverwater Partners LLC | History | No change | 64,383 | 1,271 | 0.49% | 0.52% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 61,287 | 1,210 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 60,691 | 1,198 | 0.0% | — | 90 | +60,691 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 60,320 | 1,191 | 0.01% | 0.01% | 91 | +320 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 59,800 | 1,181 | 0.02% | 0.02% | 92 | -200 | -0.33% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 59,841 | 1,181 | 0.0% | 0.0% | 93 | -25 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 56,684 | 1,119 | 0.0% | — | 94 | +56,684 | New | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 55,450 | 1,095 | 1.34% | 0.02% | 95 | +5,425 | 10.84% | Q4 2025 | Feb 25, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 55,452 | 1,095 | 0.0% | 0.0% | 96 | -3,030 | -5.18% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 54,786 | 1,082 | 0.0% | 0.0% | 97 | -13,822 | -20.15% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisors, LLC | History | Added to | 51,689 | 1,020 | 0.11% | 0.12% | 98 | +21 | 0.04% | Q4 2025 | Jan 27, 2026 |
| Tidal Investments LLC | History | Added to | 47,739 | 942 | 0.0% | 0.0% | 99 | +4,961 | 11.6% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 47,148 | 931 | 0.0% | — | 100 | +47,148 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 46,304 | 914 | 0.01% | 0.01% | 101 | +14,875 | 47.33% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 45,333 | 895 | 0.0% | 0.0% | 102 | +456 | 1.02% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 45,209 | 892 | 0.0% | 0.0% | 103 | -740 | -1.61% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 44,441 | 877 | 0.01% | 0.01% | 104 | -160 | -0.36% | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | Added to | 44,400 | 876 | 0.02% | 0.02% | 105 | +2,800 | 6.73% | Q4 2025 | Feb 04, 2026 |
| SG Americas Securities, LLC | History | Added to | 42,894 | 847 | 0.0% | 0.0% | 106 | +12,221 | 39.84% | Q4 2025 | Jan 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 42,717 | 843 | 0.0% | 0.0% | 107 | -6 | -0.01% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 42,396 | 837 | 0.0% | 0.0% | 108 | -400 | -0.93% | Q4 2025 | Feb 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 40,472 | 799 | 0.01% | 0.01% | 109 | -7,185 | -15.08% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 40,197 | 793 | 0.0% | 0.0% | 110 | -7,987 | -16.58% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 38,515 | 760 | 0.0% | 0.0% | 111 | -8,451 | -17.99% | Q4 2025 | Jan 27, 2026 |
| AMALGAMATED BANK | History | Added to | 37,897 | 748 | 0.01% | 0.01% | 112 | +69 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 37,855 | 748 | 0.17% | 0.16% | 113 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,939 | 709 | 0.0% | 0.0% | 114 | +1,351 | 3.91% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 35,789 | 706 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 35,314 | 701 | 0.01% | 0.01% | 116 | -5,001 | -12.4% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 34,551 | 682 | 0.0% | 0.0% | 117 | -2,179 | -5.93% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 34,152 | 674 | 0.01% | 0.01% | 119 | -2,460 | -6.72% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 34,143 | 674 | 0.0% | 0.0% | 118 | +1,628 | 5.01% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Added to | 33,774 | 667 | 0.0% | 0.0% | 120 | +1,300 | 4.0% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 33,436 | 660 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 33,209 | 656 | 0.0% | 0.0% | 122 | +207 | 0.63% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 29,458 | 652 | 0.0% | 0.01% | 123 | -63,812 | -68.42% | Q4 2025 | Feb 18, 2026 |
| ELCO Management Co., LLC | History | Reduced | 32,480 | 641 | 0.4% | 0.33% | 124 | -260 | -0.79% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 32,338 | 638 | 0.0% | 0.0% | 125 | -928 | -2.79% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 32,097 | 633 | 0.0% | 0.0% | 126 | +2,903 | 9.94% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 31,725 | 626 | 0.01% | 0.01% | 127 | -329 | -1.03% | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 31,317 | 618 | 0.06% | — | 128 | +31,317 | New | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 31,153 | 615 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 30,805 | 609 | 0.0% | 0.01% | 130 | -4,312 | -12.28% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 30,314 | 598 | 0.0% | 0.0% | 131 | -203 | -0.67% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 30,032 | 593 | 0.0% | 0.0% | 132 | -300 | -0.99% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 29,888 | 590 | 0.01% | 0.01% | 133 | +500 | 1.7% | Q4 2025 | Feb 04, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 29,527 | 583 | 0.13% | 0.14% | 134 | -881 | -2.9% | Q4 2025 | Jan 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 29,175 | 576 | 0.0% | 0.0% | 135 | -13,386 | -31.45% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 28,991 | 572 | 0.0% | 0.0% | 136 | -7,403 | -20.34% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,944 | 572 | 0.0% | 0.0% | 137 | +1,426 | 5.18% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Added to | 27,589 | 544 | 0.0% | 0.0% | 138 | +2,879 | 11.65% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 26,885 | 530 | 0.0% | 0.0% | 139 | -143,150 | -84.19% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,631 | 525 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,138 | 516 | 0.0% | 0.0% | 141 | +128 | 0.49% | Q4 2025 | Jan 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 25,537 | 504 | 0.0% | 0.0% | 142 | +75 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 25,345 | 500 | 0.08% | 0.1% | 143 | -2,049 | -7.48% | Q4 2025 | Jan 26, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 25,139 | 496 | 0.15% | 0.16% | 144 | -900 | -3.46% | Q4 2025 | Jan 27, 2026 |
| ProShare Advisors LLC | History | Added to | 25,075 | 495 | 0.0% | 0.0% | 145 | +769 | 3.16% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 25,058 | 494 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| iSAM Funds (UK) Ltd | History | New | 24,218 | 478 | 0.17% | — | 147 | +24,218 | New | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | New | 23,760 | 469 | 0.13% | — | 148 | +23,760 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,148 | 466 | 0.0% | 0.0% | 149 | -279 | -1.19% | Q4 2025 | Jan 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 23,327 | 460 | 0.01% | 0.01% | 150 | +1,041 | 4.67% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 23,207 | 458 | 0.0% | 0.0% | 151 | +197 | 0.86% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 23,148 | 457 | 0.0% | 0.0% | 152 | +5,012 | 27.64% | Q4 2025 | Feb 11, 2026 |
| Versor Investments LP | History | Reduced | 23,100 | 456 | 0.07% | 0.12% | 153 | -11,136 | -32.53% | Q4 2025 | Feb 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 22,962 | 453 | 0.0% | 0.0% | 154 | -658 | -2.79% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | No change | 22,924 | 452 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 22,877 | 451 | 0.0% | — | 156 | +22,877 | New | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 22,484 | 444 | 0.0% | 0.0% | 157 | -2,740 | -10.86% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 22,000 | 434 | 0.34% | — | 158 | +22,000 | New | Q4 2025 | Jan 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 21,973 | 433 | 0.01% | 0.0% | 159 | +11,788 | 115.74% | Q4 2025 | Feb 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 21,152 | 417 | 0.01% | 0.01% | 160 | -446 | -2.07% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,095 | 416 | 0.0% | 0.0% | 161 | -133 | -0.63% | Q4 2025 | Jan 30, 2026 |
| PROFUND ADVISORS LLC | History | New | 21,035 | 415 | 0.01% | — | 162 | +21,035 | New | Q4 2025 | Feb 06, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 20,978 | 414 | 0.1% | 0.07% | 163 | +5,840 | 38.58% | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 20,706 | 408 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 20,643 | 407 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 20,369 | 402 | 0.0% | 0.0% | 166 | -427 | -2.05% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | New | 20,324 | 401 | 0.01% | — | 167 | +20,324 | New | Q4 2025 | Mar 12, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 19,888 | 392 | 0.22% | — | 169 | +19,888 | New | Q4 2025 | Mar 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,867 | 392 | 0.0% | 0.0% | 168 | +214 | 1.09% | Q4 2025 | Mar 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 19,578 | 387 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 19,130 | 377 | 0.01% | 0.01% | 172 | +2,636 | 15.98% | Q4 2025 | Feb 09, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 19,105 | 377 | 0.01% | 0.01% | 171 | +326 | 1.74% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 18,597 | 367 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 17,961 | 354 | 0.0% | 0.0% | 174 | +2,649 | 17.3% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,268 | 341 | 0.0% | 0.0% | 175 | +6,868 | 66.04% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 16,980 | 335 | 0.0% | 0.0% | 176 | -36 | -0.21% | Q4 2025 | Feb 02, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 16,672 | 329 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 16,196 | 319 | 0.0% | — | 178 | +16,196 | New | Q4 2025 | Feb 17, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 15,686 | 309 | 0.0% | 0.01% | 179 | -17,988 | -53.42% | Q4 2025 | Feb 12, 2026 |
| Rockline Wealth Management, LLC | History | No change | 15,586 | 307 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | New | 15,452 | 305 | 0.02% | — | 181 | +15,452 | New | Q4 2025 | Feb 11, 2026 |
| Weiss Asset Management LP | History | New | 15,345 | 303 | 0.0% | — | 182 | +15,345 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,929 | 294 | 0.0% | 0.0% | 183 | +297 | 2.03% | Q4 2025 | Feb 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 14,842 | 293 | 0.01% | 0.02% | 184 | -7,694 | -34.14% | Q4 2025 | Jan 14, 2026 |
| CHOREO, LLC | History | Added to | 14,536 | 289 | 0.0% | 0.0% | 185 | +2,463 | 20.4% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,462 | 285 | 0.01% | 0.01% | 186 | +909 | 6.71% | Q4 2025 | Jan 16, 2026 |
| Newport Capital Group, LLC | History | Added to | 14,369 | 283 | 0.17% | 0.17% | 187 | +67 | 0.47% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 14,120 | 278 | 0.0% | — | 188 | +14,120 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 13,765 | 278 | 0.01% | — | 189 | +13,765 | New | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 13,721 | 270 | 0.0% | 0.0% | 190 | -4,570 | -24.98% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | No change | 13,642 | 269 | 0.0% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CIBC Asset Management Inc | History | Added to | 13,320 | 263 | 0.0% | 0.0% | 192 | +213 | 1.63% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,046 | 258 | 0.0% | 0.0% | 193 | +61 | 0.47% | Q4 2025 | Jan 05, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 12,828 | 253 | 0.0% | 0.0% | 194 | -35,647 | -73.54% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 12,770 | 252 | 0.01% | 0.01% | 195 | +3,934 | 44.52% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 12,445 | 247 | 0.01% | 0.01% | 196 | +3,884 | 45.37% | Q4 2025 | Feb 13, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 11,724 | 231 | 0.05% | 0.04% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Holdings, LLC | History | No change | 11,563 | 228 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 11,473 | 226 | 0.06% | 0.06% | 199 | -64 | -0.55% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 11,351 | 224 | 0.0% | 0.0% | 200 | +7,857 | 224.87% | Q4 2025 | Feb 09, 2026 |
| Roundview Capital LLC | History | No change | 10,979 | 216 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,933 | 215 | 0.0% | — | 202 | +10,933 | New | Q4 2025 | Feb 18, 2026 |
| DRW Securities, LLC | History | New | 10,738 | 212 | 0.01% | — | 204 | +10,738 | New | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 10,771 | 212 | 0.02% | 0.02% | 205 | +1,031 | 10.59% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,766 | 212 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Odyssean, LLC | History | New | 10,525 | 207 | 0.15% | — | 206 | +10,525 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,369 | 204 | 0.0% | — | 207 | +10,369 | New | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,269 | 202 | 0.0% | 0.0% | 208 | -6,725 | -39.57% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 10,189 | 201 | 0.0% | 0.0% | 209 | +75 | 0.74% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,093 | 199 | 0.0% | — | 211 | +10,093 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | New | 10,086 | 199 | 0.0% | — | 210 | +10,086 | New | Q4 2025 | Feb 13, 2026 |
| Bluesphere Advisors LLC | History | No change | 10,000 | 197 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 8,857 | 175 | 0.0% | — | 213 | +8,857 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 8,408 | 166 | 0.0% | — | 214 | +8,408 | New | Q4 2025 | Feb 05, 2026 |
| Byrne Asset Management LLC | History | Added to | 8,410 | 166 | 0.09% | 0.04% | 215 | +5,267 | 167.58% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,067 | 100 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | No change | 4,872 | 96 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,752 | 93 | 0.0% | 0.0% | 218 | +705 | 17.42% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,193 | 82 | 0.01% | — | 220 | +4,193 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,173 | 82 | 0.0% | 0.0% | 219 | +2,582 | 162.29% | Q4 2025 | Jan 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,708 | 73 | 0.0% | — | 221 | +3,708 | New | Q4 2025 | Jan 14, 2026 |
| PFS Partners, LLC | History | Reduced | 3,450 | 68 | 0.03% | 0.05% | 222 | -2,103 | -37.87% | Q4 2025 | Jan 16, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 3,100 | 61 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,053 | 60 | 0.0% | 0.0% | 224 | +154 | 5.31% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | No change | 3,000 | 59 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,950 | 58 | 0.0% | 0.0% | 226 | -1,593 | -35.06% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 2,952 | 58 | 0.02% | 0.02% | 227 | +35 | 1.2% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | No change | 2,495 | 49 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,235 | 44 | 0.0% | 0.0% | 229 | +715 | 47.04% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | No change | 2,172 | 42 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Added to | 1,962 | 38 | 0.0% | 0.0% | 232 | +195 | 11.04% | Q4 2025 | Jan 05, 2026 |
| Versant Capital Management, Inc | History | No change | 1,931 | 38 | 0.0% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,679 | 33 | 0.0% | — | 233 | +1,679 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,681 | 33 | 0.0% | 0.0% | 234 | -108 | -6.04% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,498 | 29 | 0.0% | 0.0% | 235 | -14 | -0.93% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,500 | 29 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,323 | 26 | 0.0% | 0.0% | 237 | +158 | 13.56% | Q4 2025 | Jan 20, 2026 |
| Key Capital Management, INC | History | New | 1,306 | 25 | 0.02% | — | 238 | +1,306 | New | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,211 | 24 | 0.0% | 0.0% | 239 | +791 | 188.33% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,152 | 23 | 0.0% | 0.0% | 240 | -146 | -11.25% | Q4 2025 | Jan 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,012 | 19 | 0.0% | — | 242 | +1,012 | New | Q4 2025 | Mar 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,001 | 19 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 945 | 18 | 0.0% | 0.0% | 243 | +12 | 1.29% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 902 | 17 | 0.0% | 0.0% | 244 | +373 | 70.51% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 831 | 16 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 810 | 15 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 709 | 14 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 619 | 12 | 0.0% | — | 248 | +619 | New | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 616 | 12 | 0.0% | 0.0% | 249 | -11 | -1.75% | Q4 2025 | Jan 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 558 | 11 | 0.0% | 0.0% | 250 | -109 | -16.34% | Q4 2025 | Feb 09, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 569 | 11 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Added to | 503 | 9 | 0.0% | 0.0% | 253 | +299 | 146.57% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 469 | 9 | 0.0% | 0.0% | 254 | +9 | 1.96% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 492 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 449 | 8 | 0.0% | — | 255 | +449 | New | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 357 | 7 | 0.0% | — | 256 | +357 | New | Q4 2025 | Jan 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 349 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 278 | 5 | 0.0% | 0.0% | 259 | -184 | -39.83% | Q4 2025 | Mar 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 265 | 5 | 0.0% | 0.0% | 258 | -57 | -17.7% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 247 | 4 | 0.0% | 0.0% | 260 | +2 | 0.82% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 212 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Triumph Capital Management | History | New | 200 | 3 | 0.0% | — | 262 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 191 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 107 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 85 | 1 | 0.0% | 0.0% | 267 | -17,589 | -99.52% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 83 | 1 | 0.0% | 0.0% | 269 | +22 | 36.07% | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 55 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 76 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Larson Financial Group LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 60 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -201,462 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -90,652 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -87,758 | -100.0% | Q3 2025 | Oct 27, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEIGH BALDWIN & CO., LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -50,950 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 3.36% | — | -37,585 | -100.0% | Q3 2025 | Dec 09, 2025 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -37,280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.02% | — | -20,738 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,623 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,382 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -11,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -10,101 | -100.0% | Q3 2025 | Oct 06, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -1,879 | -98.38% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -944 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -817 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 08, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ankerstar Wealth, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |