KONINKLIJKE PHILIPS NV - PHG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | History | Reduced | 7,893,228 | 213,748 | 3.53% | 3.6% | 1 | -13,198 | -0.17% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 6,543,122 | 177,187 | 1.95% | 1.98% | 2 | -636,112 | -8.86% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,424,902 | 119,829 | 0.03% | 0.03% | 3 | -14,845 | -0.33% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 2,841,880 | 76,958 | 0.0% | 0.0% | 4 | +282,661 | 11.04% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 2,605,198 | 70,548 | 0.0% | 0.0% | 5 | +8,780 | 0.34% | Q4 2025 | Feb 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 2,198,531 | 59,536 | 0.82% | 0.71% | 6 | +240,419 | 12.28% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,014,535 | 54,553 | 0.01% | 0.01% | 7 | +91,984 | 4.78% | Q4 2025 | Feb 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 1,725,997 | 46,740 | 0.36% | 0.35% | 8 | +107,356 | 6.63% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,412,326 | 38,245 | 0.0% | 0.0% | 9 | +66,650 | 4.95% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,193,064 | 32,308 | 0.01% | 0.01% | 10 | -106,916 | -8.22% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 973,527 | 26,363 | 0.0% | 0.0% | 11 | +17,431 | 1.82% | Q4 2025 | Mar 25, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 915,066 | 24,779 | 0.71% | 0.73% | 12 | +3,881 | 0.43% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 650,017 | 17,602 | 0.0% | 0.0% | 13 | +106,185 | 19.53% | Q4 2025 | Feb 17, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Added to | 507,264 | 13,736 | 3.79% | 4.05% | 14 | +2,902 | 0.58% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 464,902 | 12,589 | 0.01% | 0.01% | 15 | +47,976 | 11.51% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 437,796 | 11,855 | 0.0% | — | 16 | +437,796 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 379,061 | 10,264 | 0.04% | — | 17 | +379,061 | New | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 363,793 | 9,851 | 0.02% | 0.02% | 18 | -8,122 | -2.18% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 343,370 | 9,298 | 0.0% | 0.0% | 19 | +14,030 | 4.26% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 334,365 | 9,054 | 0.0% | 0.0% | 20 | +55,279 | 19.81% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 330,669 | 8,954 | 0.01% | 0.01% | 21 | +1,250 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 297,806 | 8,064 | 0.02% | 0.02% | 22 | +60,616 | 25.56% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 285,580 | 7,733 | 0.0% | 0.0% | 23 | -7,261 | -2.48% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 277,192 | 7,506 | 0.0% | 0.0% | 24 | -565,094 | -67.09% | Q4 2025 | Feb 17, 2026 |
| SKBA CAPITAL MANAGEMENT LLC | History | Reduced | 266,932 | 7,228 | 1.03% | 1.01% | 25 | -34 | -0.01% | Q4 2025 | Feb 12, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 211,500 | 5,727 | 0.08% | — | 26 | +211,500 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 209,171 | 5,664 | 0.0% | 0.0% | 27 | +181,344 | 651.68% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 204,343 | 5,533 | 0.07% | 0.06% | 28 | +7,104 | 3.6% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 203,362 | 5,507 | 0.0% | 0.0% | 29 | +91,040 | 81.05% | Q4 2025 | Feb 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 196,670 | 5,365 | 0.38% | 0.36% | 30 | +20,000 | 11.32% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 193,684 | 5,244 | 0.0% | 0.0% | 31 | +4,801 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 184,160 | 4,987 | 0.07% | 0.04% | 32 | +112,315 | 156.33% | Q4 2025 | Feb 06, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 181,530 | 4,915 | 1.14% | 1.4% | 33 | -46,154 | -20.27% | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Reduced | 176,980 | 4,792 | 0.0% | 0.0% | 34 | -155,199 | -46.72% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 174,514 | 4,725 | 0.0% | 0.0% | 35 | +26,866 | 18.2% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 144,605 | 3,915 | 0.09% | 0.15% | 36 | -50,888 | -26.03% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 142,092 | 3,847 | 0.0% | 0.0% | 37 | -10,915 | -7.13% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 134,189 | 3,633 | 0.01% | 0.05% | 38 | -466,827 | -77.67% | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | Added to | 134,142 | 3,632 | 0.08% | 0.02% | 39 | +110,908 | 477.35% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 134,006 | 3,628 | 0.0% | — | 40 | +134,006 | New | Q4 2025 | Feb 13, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 130,646 | 3,537 | 0.82% | 0.71% | 41 | +22,244 | 20.52% | Q4 2025 | Jan 23, 2026 |
| Point72 Asset Management, L.P. | History | New | 126,329 | 3,420 | 0.0% | — | 42 | +126,329 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 124,738 | 3,377 | 0.0% | 0.0% | 43 | +8,254 | 7.09% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 123,325 | 3,339 | 0.0% | 0.0% | 44 | +4,660 | 3.93% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Reduced | 122,439 | 3,315 | 0.04% | 0.04% | 45 | -2,678 | -2.14% | Q4 2025 | Feb 04, 2026 |
| Artisan Partners Limited Partnership | History | New | 119,858 | 3,245 | 0.0% | — | 46 | +119,858 | New | Q4 2025 | Feb 17, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 115,627 | 3,131 | 1.1% | 0.84% | 47 | +42,446 | 58.0% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 113,681 | 3,078 | 0.0% | 0.0% | 48 | -48,824 | -30.04% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 113,492 | 3,073 | 0.0% | 0.0% | 49 | -177,567 | -61.01% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 110,706 | 2,997 | 0.0% | 0.0% | 50 | +13,842 | 14.29% | Q4 2025 | Jan 30, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 110,306 | 2,987 | 0.18% | 0.2% | 51 | -89,019 | -44.66% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 106,974 | 2,896 | 0.07% | 0.01% | 52 | +88,869 | 490.85% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 100,854 | 2,731 | 0.07% | 0.04% | 53 | +69,608 | 222.77% | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 100,079 | 2,710 | 0.61% | — | 54 | +100,079 | New | Q4 2025 | Mar 16, 2026 |
| NewEdge Wealth, LLC | History | Added to | 93,986 | 2,545 | 0.03% | 0.04% | 55 | +3,587 | 3.97% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 93,310 | 2,527 | 0.04% | 0.04% | 56 | +6,547 | 7.55% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 92,691 | 2,510 | 0.0% | 0.01% | 57 | -196,315 | -67.93% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 91,800 | 2,485 | 0.04% | 0.04% | 58 | -12,470 | -11.96% | Q4 2025 | Feb 03, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 89,659 | 2,427 | 0.42% | 0.42% | 59 | +3,024 | 3.49% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 88,285 | 2,390 | 0.01% | 0.0% | 60 | +79,558 | 911.63% | Q4 2025 | Feb 17, 2026 |
| BONNESS ENTERPRISES INC | History | No change | 86,961 | 2,354 | 0.81% | 0.78% | 61 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Wealth | History | Added to | 84,607 | 2,291 | 0.0% | 0.0% | 62 | +75,708 | 850.75% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 84,122 | 2,278 | 0.0% | 0.0% | 63 | +4,626 | 5.82% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 75,307 | 2,161 | 0.0% | 0.0% | 64 | +3,122 | 4.32% | Q4 2025 | Jan 08, 2026 |
| Mariner, LLC | History | Reduced | 77,666 | 2,103 | 0.0% | 0.0% | 65 | -1,111 | -1.41% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 75,759 | 2,051 | 0.0% | 0.0% | 66 | +27,384 | 56.61% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 74,457 | 2,016 | 0.0% | 0.01% | 67 | -130,043 | -63.59% | Q4 2025 | Mar 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 70,953 | 1,921 | 0.47% | 0.49% | 68 | -3,037 | -4.1% | Q4 2025 | Jan 12, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Added to | 70,072 | 1,897 | 0.59% | 0.59% | 69 | +770 | 1.11% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 68,426 | 1,852 | 0.09% | 0.11% | 70 | -9,582 | -12.28% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 68,318 | 1,850 | 0.0% | 0.0% | 71 | +23,492 | 52.41% | Q4 2025 | Mar 16, 2026 |
| Creative Planning | History | Added to | 67,337 | 1,823 | 0.0% | 0.0% | 72 | +7,582 | 12.69% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 66,571 | 1,802 | 0.0% | 0.0% | 73 | +4,982 | 8.09% | Q4 2025 | Feb 10, 2026 |
| Benin Management CORP | History | No change | 65,956 | 1,786 | 0.4% | 0.43% | 74 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 65,249 | 1,766 | 0.02% | 0.02% | 75 | -8,521 | -11.55% | Q4 2025 | Feb 02, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 62,881 | 1,702 | 0.08% | — | 76 | +62,881 | New | Q4 2025 | Feb 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 62,408 | 1,690 | 0.06% | 0.06% | 77 | +527 | 0.85% | Q4 2025 | Feb 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 61,653 | 1,669 | 0.03% | — | 78 | +61,653 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,437 | 1,636 | 0.01% | 0.01% | 79 | +4,607 | 8.25% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 58,506 | 1,584 | 0.0% | 0.0% | 80 | -2,791 | -4.55% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 59,198 | 1,574 | 0.0% | 0.0% | 81 | -7,161 | -10.79% | Q4 2025 | Mar 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 52,454 | 1,420 | 0.0% | 0.0% | 82 | -677 | -1.27% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 51,942 | 1,406 | 0.07% | 0.07% | 83 | +1,050 | 2.06% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 51,615 | 1,397 | 0.01% | 0.01% | 84 | +7,624 | 17.33% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 50,831 | 1,376 | 0.0% | 0.0% | 85 | +2,588 | 5.36% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 50,598 | 1,370 | 0.0% | 0.0% | 86 | +5,139 | 11.3% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 48,517 | 1,313 | 0.01% | 0.02% | 87 | -6,452 | -11.74% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 44,083 | 1,193 | 0.0% | 0.0% | 88 | +1,010 | 2.34% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 43,653 | 1,182 | 0.02% | 0.02% | 89 | +973 | 2.28% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 40,356 | 1,092 | 0.0% | 0.0% | 90 | -13,786 | -25.46% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 39,320 | 1,064 | 0.0% | 0.0% | 91 | +7,127 | 22.14% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 38,951 | 1,054 | 0.01% | — | 92 | +38,951 | New | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 38,517 | 1,043 | 0.0% | 0.0% | 93 | +2,898 | 8.14% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 38,087 | 1,031 | 0.01% | 0.01% | 94 | +11,033 | 40.78% | Q4 2025 | Jan 29, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 38,054 | 1,030 | 0.43% | 0.44% | 95 | -378 | -0.98% | Q4 2025 | Jan 14, 2026 |
| Ethic Inc. | History | Reduced | 37,340 | 1,011 | 0.02% | 0.02% | 96 | -2,588 | -6.48% | Q4 2025 | Feb 03, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 36,969 | 1,001 | 0.0% | 0.0% | 97 | +7,596 | 25.86% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 35,477 | 960 | 0.04% | 0.03% | 98 | +8,121 | 29.69% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 35,038 | 948 | 0.03% | 0.03% | 99 | +5,938 | 20.41% | Q4 2025 | Jan 30, 2026 |
| Covenant Partners, LLC | History | No change | 34,652 | 938 | 0.27% | 0.27% | 100 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vident Advisory, LLC | History | Reduced | 34,497 | 934 | 0.01% | 0.01% | 101 | -3,575 | -9.39% | Q4 2025 | Feb 18, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 34,316 | 929 | 0.0% | 0.0% | 102 | +11,606 | 51.11% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 34,231 | 926 | 0.0% | 0.0% | 103 | -75,358 | -68.76% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 32,298 | 874 | 0.01% | 0.01% | 104 | +3,597 | 12.53% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 32,056 | 868 | 0.0% | 0.0% | 105 | +104 | 0.33% | Q4 2025 | Jan 09, 2026 |
| Brooklyn Investment Group | History | Added to | 31,518 | 859 | 0.04% | 0.04% | 106 | +20,505 | 186.19% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 31,662 | 857 | 0.01% | 0.01% | 107 | +1,438 | 4.76% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 29,281 | 792 | 0.0% | 0.0% | 108 | +1,569 | 5.66% | Q4 2025 | Feb 12, 2026 |
| Abacus Wealth Partners, LLC | History | New | 28,922 | 783 | 0.08% | — | 109 | +28,922 | New | Q4 2025 | Feb 05, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 28,506 | 772 | 0.01% | 0.09% | 110 | -19,337 | -40.42% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 28,013 | 759 | 0.01% | 0.01% | 111 | -1,379 | -4.69% | Q4 2025 | Jan 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 27,870 | 754 | 0.12% | 0.14% | 112 | -4,239 | -13.2% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,149 | 735 | 0.0% | 0.0% | 113 | +1,553 | 6.07% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 26,485 | 717 | 0.0% | 0.0% | 114 | -1,390 | -4.99% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 25,988 | 703 | 0.02% | 0.02% | 115 | +204 | 0.79% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 25,598 | 693 | 0.01% | 0.01% | 116 | +546 | 2.18% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,924 | 674 | 0.0% | 0.0% | 117 | -2,005 | -7.45% | Q4 2025 | Feb 17, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 24,503 | 663 | 0.2% | 0.19% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XY Capital Ltd | History | Reduced | 24,413 | 661 | 0.42% | 0.92% | 119 | -40,000 | -62.1% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 24,114 | 653 | 0.02% | — | 120 | +24,114 | New | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 23,905 | 647 | 0.0% | — | 121 | +23,905 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,647 | 640 | 0.0% | 0.0% | 122 | +97 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 23,401 | 633 | 0.02% | — | 123 | +23,401 | New | Q4 2025 | Feb 17, 2026 |
| Harrington Investments, INC | History | Reduced | 23,408 | 633 | 0.32% | 0.34% | 124 | -1,862 | -7.37% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,857 | 618 | 0.0% | 0.01% | 125 | +1,144 | 5.27% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 22,749 | 616 | 0.0% | 0.0% | 126 | -608 | -2.6% | Q4 2025 | Feb 12, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 21,387 | 579 | 0.01% | 0.01% | 127 | -1,503 | -6.57% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Added to | 20,646 | 559 | 0.01% | 0.01% | 128 | +569 | 2.83% | Q4 2025 | Feb 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 20,616 | 558 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Riverwater Partners LLC | History | No change | 20,195 | 546 | 0.21% | 0.23% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 20,059 | 543 | 0.0% | 0.0% | 131 | +2,015 | 11.17% | Q4 2025 | Feb 03, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,864 | 537 | 0.0% | 0.0% | 132 | +1,173 | 6.28% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,432 | 526 | 0.0% | 0.0% | 133 | +216 | 1.12% | Q4 2025 | Feb 05, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 18,756 | 507 | 0.2% | 0.2% | 134 | -193 | -1.02% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 18,629 | 504 | 0.01% | 0.01% | 135 | +3,896 | 26.44% | Q4 2025 | Feb 11, 2026 |
| Blueshift Asset Management, LLC | History | New | 18,365 | 497 | 0.14% | — | 136 | +18,365 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 18,182 | 492 | 0.01% | 0.01% | 137 | +1,195 | 7.03% | Q4 2025 | Jan 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 17,525 | 474 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 17,165 | 464 | 0.11% | 0.11% | 139 | +1 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Ballentine Partners, LLC | History | Reduced | 16,910 | 457 | 0.01% | 0.01% | 140 | -2,394 | -12.4% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 16,576 | 454 | 0.01% | 0.01% | 141 | +201 | 1.23% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | New | 16,653 | 450 | 0.01% | — | 142 | +16,653 | New | Q4 2025 | Feb 17, 2026 |
| INTRUST BANK NA | History | Added to | 16,479 | 446 | 0.04% | 0.03% | 143 | +1,513 | 10.11% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 16,438 | 445 | 0.1% | — | 144 | +16,438 | New | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,315 | 441 | 0.0% | 0.0% | 145 | +926 | 6.02% | Q4 2025 | Jan 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 16,082 | 435 | 0.0% | 0.0% | 146 | +4,200 | 35.35% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 15,926 | 431 | 0.04% | 0.04% | 147 | -1,939 | -10.85% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,757 | 426 | 0.0% | 0.0% | 148 | +1,121 | 7.66% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 14,977 | 405 | 0.0% | 0.0% | 149 | +3,385 | 29.2% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Added to | 14,916 | 403 | 0.0% | 0.0% | 150 | +187 | 1.27% | Q4 2025 | Jan 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 14,560 | 394 | 0.0% | 0.0% | 151 | -995 | -6.4% | Q4 2025 | Feb 13, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 14,441 | 391 | 0.09% | 0.1% | 152 | -148 | -1.01% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | Added to | 14,414 | 390 | 0.02% | 0.02% | 153 | +942 | 6.99% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 14,309 | 387 | 0.01% | 0.0% | 154 | +14,073 | 5963.14% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,574 | 367 | 0.0% | 0.0% | 155 | +2,217 | 19.52% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 13,151 | 360 | 0.01% | 0.02% | 156 | +1,747 | 15.32% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 12,730 | 347 | 0.0% | 0.0% | 157 | +4,446 | 53.67% | Q4 2025 | Feb 17, 2026 |
| Cetera Trust Company, N.A | History | Added to | 12,787 | 346 | 0.19% | 0.19% | 158 | +614 | 5.04% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 12,482 | 338 | 0.01% | 0.03% | 160 | -16,504 | -56.94% | Q4 2025 | Feb 10, 2026 |
| West Family Investments, Inc. | History | No change | 12,506 | 338 | 0.08% | 11.51% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 12,450 | 337 | 0.0% | 0.0% | 161 | +4,490 | 56.41% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,423 | 336 | 0.01% | 0.01% | 162 | -1,793 | -12.61% | Q4 2025 | Feb 05, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 12,283 | 332 | 0.07% | 0.08% | 163 | -1,740 | -12.41% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 12,288 | 332 | 0.03% | 0.04% | 164 | +278 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 12,238 | 331 | 0.01% | — | 165 | +12,238 | New | Q4 2025 | Jan 16, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 11,011 | 328 | 0.02% | 0.02% | 166 | +186 | 1.72% | Q4 2025 | Feb 13, 2026 |
| May Hill Capital, LLC | History | New | 12,004 | 325 | 0.04% | — | 167 | +12,004 | New | Q4 2025 | Feb 05, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 11,909 | 322 | 0.0% | 0.0% | 168 | +3,630 | 43.85% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 11,879 | 321 | 0.0% | 0.0% | 169 | -328,461 | -96.51% | Q4 2025 | Feb 17, 2026 |
| Corient IA LLC | History | Reduced | 11,890 | 321 | 0.3% | 0.41% | 171 | -8,110 | -40.55% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,884 | 321 | 0.0% | 0.0% | 170 | +1,854 | 18.48% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 11,568 | 313 | 0.04% | 0.04% | 172 | +1,269 | 12.32% | Q4 2025 | Jan 08, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 11,259 | 304 | 0.28% | 0.29% | 173 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,120 | 301 | 0.01% | 0.01% | 174 | +186 | 1.7% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 11,114 | 300 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 10,831 | 293 | 0.0% | 0.01% | 176 | -4,032 | -27.13% | Q4 2025 | Feb 10, 2026 |
| Net Worth Advisory Group | History | Added to | 10,421 | 282 | 0.06% | 0.08% | 177 | +175 | 1.71% | Q4 2025 | Jan 14, 2026 |
| DGS Capital Management, LLC | History | Reduced | 10,395 | 281 | 0.05% | 0.05% | 178 | -247 | -2.32% | Q4 2025 | Feb 24, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 9,740 | 277 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | No change | 10,137 | 274 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 9,903 | 268 | 0.0% | 0.0% | 181 | -29,714 | -75.0% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 9,791 | 265 | 0.0% | — | 182 | +9,791 | New | Q4 2025 | Feb 10, 2026 |
| Facet Wealth, Inc. | History | Reduced | 9,053 | 262 | 0.0% | 0.01% | 183 | -31 | -0.34% | Q4 2025 | Jan 29, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 9,236 | 250 | 0.01% | 0.01% | 184 | -75 | -0.81% | Q4 2025 | Jan 21, 2026 |
| Foster Group, Inc. | History | Added to | 9,256 | 250 | 0.01% | 0.01% | 185 | +71 | 0.77% | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | New | 9,138 | 247 | 0.01% | — | 186 | +9,138 | New | Q4 2025 | Jan 28, 2026 |
| Joel Isaacson & Co., LLC | History | New | 9,087 | 246 | 0.01% | — | 187 | +9,087 | New | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Added to | 9,062 | 246 | 0.0% | 0.0% | 188 | +323 | 3.7% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,031 | 244 | 0.01% | 0.05% | 189 | -55,053 | -85.91% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | No change | 8,775 | 237 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 8,636 | 233 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 8,603 | 232 | 0.04% | 0.04% | 193 | +1,118 | 14.94% | Q4 2025 | Jan 22, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 7,954 | 232 | 0.02% | 0.02% | 192 | +24 | 0.3% | Q4 2025 | Jan 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 8,516 | 230 | 0.01% | 0.01% | 194 | -1,676 | -16.44% | Q4 2025 | Feb 11, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 8,478 | 229 | 0.01% | — | 195 | +8,478 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,455 | 228 | 0.0% | 0.0% | 196 | -810 | -8.74% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,432 | 228 | 0.0% | 0.0% | 197 | -807 | -8.73% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 8,327 | 225 | 0.01% | 0.0% | 198 | -3,744 | -31.02% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 8,068 | 224 | 0.0% | 0.0% | 199 | -28 | -0.35% | Q4 2025 | Jan 15, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 8,229 | 222 | 0.2% | — | 200 | +8,229 | New | Q4 2025 | Feb 11, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 8,097 | 219 | 0.02% | 0.03% | 201 | -5,435 | -40.16% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,948 | 215 | 0.0% | 0.0% | 202 | -4,871 | -38.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,759 | 210 | 0.01% | 0.01% | 203 | +399 | 5.42% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,745 | 209 | 0.0% | 0.0% | 204 | -53 | -0.68% | Q4 2025 | Feb 17, 2026 |
| BetterWealth, LLC | History | No change | 7,752 | 209 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Well Done, LLC | History | No change | 7,601 | 205 | 0.03% | 0.04% | 206 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rehmann Capital Advisory Group | History | New | 7,393 | 200 | 0.01% | — | 207 | +7,393 | New | Q4 2025 | Mar 04, 2026 |
| CITIGROUP INC | History | Reduced | 7,208 | 195 | 0.0% | 0.0% | 208 | -4,201 | -36.82% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 7,010 | 189 | 0.0% | — | 209 | +7,010 | New | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | No change | 6,925 | 187 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,288 | 170 | 0.0% | 0.0% | 211 | +1,507 | 31.52% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 5,930 | 160 | 0.0% | 0.0% | 212 | +2,003 | 51.01% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,510 | 149 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 4,962 | 134 | 0.25% | 0.23% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,690 | 127 | 0.0% | 0.0% | 215 | +2 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,487 | 121 | 0.0% | 0.0% | 216 | +3,341 | 291.54% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,364 | 118 | 0.01% | 0.01% | 217 | +1,313 | 43.04% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,095 | 110 | 0.0% | 0.0% | 218 | +2,644 | 182.22% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,883 | 105 | 0.0% | 0.0% | 219 | -397 | -9.28% | Q4 2025 | Jan 16, 2026 |
| GROUP ONE TRADING LLC | History | New | 3,709 | 100 | 0.0% | — | 220 | +3,709 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 3,517 | 95 | 0.0% | 0.0% | 221 | -262 | -6.93% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,363 | 91 | 0.0% | 0.0% | 222 | +231 | 7.38% | Q4 2025 | Feb 11, 2026 |
| Cromwell Holdings LLC | History | No change | 3,310 | 89 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,516 | 68 | 0.0% | 0.0% | 224 | +219 | 9.53% | Q4 2025 | Feb 02, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,424 | 66 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,364 | 64 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,300 | 63 | 0.0% | 0.0% | 228 | +198 | 9.42% | Q4 2025 | Feb 05, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 2,343 | 63 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Added to | 2,240 | 60 | 0.0% | 0.0% | 229 | +1,043 | 87.13% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 2,171 | 58 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,069 | 56 | 0.03% | — | 231 | +2,069 | New | Q4 2025 | Feb 11, 2026 |
| Navalign, LLC | History | New | 1,989 | 53 | 0.01% | — | 232 | +1,989 | New | Q4 2025 | Feb 05, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,691 | 49 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,685 | 45 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,582 | 42 | 0.0% | 0.0% | 235 | -72 | -4.35% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,486 | 40 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,272 | 34 | 0.0% | 0.0% | 237 | +817 | 179.56% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,240 | 33 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ESL Trust Services, LLC | History | Reduced | 1,194 | 32 | 0.01% | 0.01% | 239 | -52 | -4.17% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,162 | 31 | 0.0% | — | 240 | +1,162 | New | Q4 2025 | Jan 21, 2026 |
| WPG Advisers, LLC | History | Added to | 938 | 25 | 0.02% | 0.02% | 241 | +11 | 1.19% | Q4 2025 | Jan 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 920 | 24 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 827 | 22 | 0.0% | 0.0% | 243 | +702 | 561.6% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 830 | 22 | 0.01% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 728 | 19 | 0.0% | 0.0% | 245 | +304 | 71.7% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 639 | 17 | 0.0% | — | 247 | +639 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 635 | 17 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 588 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 519 | 14 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| North Star Investment Management Corp. | History | No change | 523 | 14 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 519 | 14 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MTM Investment Management, LLC | History | No change | 519 | 14 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Reflection Asset Management | History | New | 504 | 13 | 0.01% | — | 256 | +504 | New | Q4 2025 | Mar 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 494 | 13 | 0.0% | 0.0% | 253 | -17 | -3.33% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 13 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Navigoe, LLC | History | No change | 510 | 13 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 450 | 12 | 0.0% | 0.0% | 260 | +134 | 42.41% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 450 | 12 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 456 | 12 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 462 | 12 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | No change | 441 | 11 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Miller Global Investments, LLC | History | New | 405 | 10 | 0.01% | — | 262 | +405 | New | Q4 2025 | Jan 05, 2026 |
| SageView Advisory Group, LLC | History | New | 340 | 9 | 0.0% | — | 263 | +340 | New | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | No change | 328 | 8 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 296 | 8 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 265 | 7 | 0.0% | — | 266 | +265 | New | Q4 2025 | Jan 28, 2026 |
| CoreFirst Bank & Trust | History | No change | 290 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 230 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ransom Advisory, Ltd | History | No change | 256 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 203 | 5 | 0.0% | 0.0% | 271 | -80 | -28.27% | Q4 2025 | Jan 08, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 188 | 5 | 0.0% | 0.0% | 272 | -19 | -9.18% | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 219 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 167 | 4 | 0.0% | — | 276 | +167 | New | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 181 | 4 | 0.0% | 0.0% | 275 | +71 | 64.55% | Q4 2025 | Jan 22, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 180 | 4 | 0.0% | 0.0% | 273 | -25 | -12.2% | Q4 2025 | Jan 27, 2026 |
| EASTERN BANK | History | No change | 149 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 166 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Reduced | 99 | 3 | 0.0% | 0.0% | 281 | -4,762 | -97.96% | Q4 2025 | Feb 11, 2026 |
| Nemes Rush Group LLC | History | New | 146 | 3 | 0.0% | — | 285 | +146 | New | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 118 | 3 | 0.0% | — | 287 | +118 | New | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Added to | 110 | 3 | 0.0% | 0.0% | 283 | +73 | 197.3% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 138 | 3 | 0.0% | 0.0% | 278 | +41 | 42.27% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 108 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 132 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 112 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 112 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 116 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Twin Tree Management, LP | History | Reduced | 100 | 2 | 0.0% | 0.11% | 289 | -985,500 | -99.99% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 104 | 2 | 0.0% | — | 292 | +104 | New | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | New | 102 | 2 | 0.0% | — | 288 | +102 | New | Q4 2025 | Feb 11, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 100 | 2 | 0.0% | — | 290 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Whipplewood Advisors, LLC | History | New | 97 | 2 | 0.0% | — | 293 | +97 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 83 | 2 | 0.0% | — | 294 | +83 | New | Q4 2025 | Feb 13, 2026 |
| Tidemark, LLC | History | No change | 97 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | New | 64 | 1 | 0.0% | — | 298 | +64 | New | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 61 | 1 | 0.0% | — | 301 | +61 | New | Q4 2025 | Mar 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 58 | 1 | 0.0% | — | 306 | +58 | New | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 55 | 1 | 0.0% | — | 309 | +55 | New | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | New | 41 | 1 | 0.0% | — | 297 | +41 | New | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | Added to | 48 | 1 | 0.0% | — | 308 | +37 | 336.36% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 53 | 1 | 0.0% | 0.0% | 296 | -24 | -31.17% | Q4 2025 | Feb 06, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 307 | -11 | -17.46% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 52 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Penserra Capital Management LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 57 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | No change | 58 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 55 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Abound Wealth Management | History | No change | 41 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -202,417 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15 | 0 | — | 0.0% | — | -150,000 | -99.99% | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,688 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.14% | — | -50,362 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -27,161 | -100.0% | Q3 2025 | Dec 05, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,593 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Boomfish Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -18,398 | -100.0% | Q3 2025 | Oct 29, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,704 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,229 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,635 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,138 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,234 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,388 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,413 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,237 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -669 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -472 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -463 | -100.0% | Q3 2025 | Oct 21, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -331 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Bogart Wealth, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -69 | -97.18% | Q4 2025 | Jan 30, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ancora Advisors LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Jan 15, 2026 |
| Independence Bank of Kentucky | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Jan 20, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CULLEN/FROST BANKERS, INC. | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 18 | 0 | — | — | — | +14 | 350.0% | Q4 2025 | Mar 03, 2026 |
| IMA Advisory Services, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 21, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CENTRAL TRUST Co | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 23, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Transamerica Financial Advisors, LLC | History | Added to | 21 | 0 | — | — | — | +3 | 16.67% | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| American Capital Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |