Phreesia, Inc. - PHR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 5,744,326 | 97,193 | 0.0% | 0.0% | 1 | +39,540 | 0.69% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 5,636,024 | 95,361 | 0.0% | 0.0% | 2 | -56,712 | -1.0% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | Reduced | 2,851,536 | 48,247 | 0.01% | 0.01% | 3 | -283,336 | -9.04% | Q4 2025 | Feb 11, 2026 |
| Greenhouse Funds LLLP | History | Reduced | 2,471,960 | 41,825 | 1.51% | 3.34% | 4 | -1,410,567 | -36.33% | Q4 2025 | Feb 17, 2026 |
| Granahan Investment Management, LLC | History | Added to | 2,399,613 | 40,601 | 1.74% | 1.33% | 5 | +1,018,987 | 73.81% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,000,082 | 33,841 | 0.01% | 0.01% | 6 | +446,890 | 28.77% | Q4 2025 | Feb 11, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Added to | 1,999,045 | 33,823 | 0.43% | 0.4% | 7 | +882,293 | 79.01% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,875,725 | 31,737 | 0.01% | 0.01% | 8 | +211,262 | 12.69% | Q4 2025 | Feb 12, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,609,941 | 27,240 | 0.28% | 0.48% | 9 | -1,068,884 | -39.9% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,571,055 | 26,582 | 0.01% | 0.01% | 10 | +506,923 | 47.64% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,456,606 | 24,645 | 0.0% | 0.0% | 11 | +22,399 | 1.56% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,329,460 | 22,498 | 0.0% | 0.0% | 12 | +4,938 | 0.37% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,039,138 | 17,582 | 0.01% | 0.01% | 13 | +23,368 | 2.3% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,032,795 | 17,475 | 0.15% | 0.2% | 14 | +57,257 | 5.87% | Q4 2025 | Feb 11, 2026 |
| Prosight Management, LP | History | New | 977,152 | 16,533 | 3.42% | — | 15 | +977,152 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 912,903 | 15,446 | 0.0% | 0.0% | 16 | +192,299 | 26.69% | Q4 2025 | Mar 25, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 899,098 | 15,212 | 0.06% | — | 17 | +899,098 | New | Q4 2025 | Feb 13, 2026 |
| Rock Springs Capital Management LP | History | Added to | 876,600 | 14,832 | 0.76% | 1.03% | 18 | +127,484 | 17.02% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 857,204 | 14,598 | 0.01% | — | 19 | +857,204 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 853,971 | 14,449 | 0.01% | 0.02% | 20 | +123,917 | 16.97% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 846,461 | 14,322 | 0.0% | 0.0% | 21 | +512,419 | 153.4% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 813,196 | 13,759 | 0.02% | — | 22 | +813,196 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 628,280 | 10,630 | 0.0% | 0.0% | 23 | +369,330 | 142.63% | Q4 2025 | Feb 12, 2026 |
| Park West Asset Management LLC | History | Reduced | 522,995 | 8,849 | 0.73% | 1.8% | 24 | -383,000 | -42.27% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 520,000 | 8,798 | 0.0% | 0.0% | 25 | -40,471 | -7.22% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 510,858 | 8,643 | 0.01% | 0.03% | 26 | -312,945 | -37.99% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 507,786 | 8,591 | 0.0% | 0.0% | 27 | +132,590 | 35.34% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 507,220 | 8,582 | 0.0% | 0.0% | 28 | +451,339 | 807.68% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 487,511 | 8,248 | 0.0% | 0.0% | 29 | -43,627 | -8.21% | Q4 2025 | Feb 13, 2026 |
| Meros Investment Management, LP | History | Added to | 478,274 | 8,092 | 3.21% | 3.23% | 30 | +156,137 | 48.47% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 474,146 | 8,022 | 0.06% | 0.07% | 31 | +645 | 0.14% | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 459,047 | 7,767 | 0.15% | 0.2% | 32 | -46,321 | -9.17% | Q4 2025 | Jan 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 437,094 | 7,395 | 0.0% | 0.0% | 33 | +255,645 | 140.89% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 412,613 | 6,981 | 0.0% | 0.0% | 34 | -88,474 | -17.66% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 398,770 | 6,747 | 0.11% | 0.01% | 35 | +383,207 | 2462.3% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 397,244 | 6,721 | 0.0% | 0.0% | 36 | +234,420 | 143.97% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 362,971 | 6,141 | 0.0% | 0.0% | 37 | -3,556,113 | -90.74% | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 358,474 | 6,065 | 0.27% | 0.26% | 38 | +117,681 | 48.87% | Q4 2025 | Jan 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 337,674 | 5,706 | 0.01% | 0.01% | 39 | +75,540 | 28.82% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 336,663 | 5,696 | 0.01% | 19.37% | 40 | +159,254 | 89.77% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 328,331 | 5,555 | 0.12% | 0.15% | 41 | -23,211 | -6.6% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 305,064 | 5,161 | 0.02% | 0.02% | 42 | +50,245 | 19.72% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 300,308 | 5,081 | 0.15% | 0.22% | 43 | -44,051 | -12.79% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 298,042 | 5,042 | 0.01% | 0.0% | 44 | +221,842 | 291.13% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 291,132 | 4,925 | 0.01% | 0.01% | 45 | +58,090 | 24.93% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 286,259 | 4,843 | 0.04% | — | 46 | +286,259 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 269,268 | 4,556 | 0.01% | 0.02% | 47 | -106,603 | -28.36% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 268,314 | 4,539 | 0.02% | 0.01% | 48 | +169,900 | 172.64% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 266,834 | 4,514 | 0.0% | 0.0% | 49 | +117,317 | 78.46% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | New | 251,236 | 4,250 | 0.01% | — | 50 | +251,236 | New | Q4 2025 | Feb 17, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 248,652 | 4,207 | 0.07% | 0.08% | 51 | +36,515 | 17.21% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 248,237 | 4,200 | 0.0% | 0.0% | 52 | +74,715 | 43.06% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 235,615 | 3,986 | 0.0% | 0.02% | 53 | -244,379 | -50.91% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 215,299 | 3,642 | 0.0% | 0.0% | 54 | +8,121 | 3.92% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 214,987 | 3,637 | 0.0% | 0.0% | 55 | +16,529 | 8.33% | Q4 2025 | Jan 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 211,410 | 3,577 | 0.01% | 0.01% | 56 | +37,799 | 21.77% | Q4 2025 | Feb 10, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 195,944 | 3,315 | 0.32% | 0.24% | 57 | +76,345 | 63.83% | Q4 2025 | Jan 12, 2026 |
| Woodline Partners LP | History | New | 191,042 | 3,232 | 0.01% | — | 58 | +191,042 | New | Q4 2025 | Feb 17, 2026 |
| Bellevue Group AG | History | Reduced | 183,213 | 3,099 | 0.06% | 0.15% | 59 | -129,844 | -41.48% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 170,072 | 2,877 | 0.0% | 0.0% | 60 | +37,815 | 28.59% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 167,587 | 2,835 | 0.0% | 0.0% | 61 | +518 | 0.31% | Q4 2025 | Feb 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 162,579 | 2,750 | 0.24% | 0.22% | 62 | +52,556 | 47.77% | Q4 2025 | Feb 09, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 145,000 | 2,453 | 0.04% | — | 63 | +145,000 | New | Q4 2025 | Feb 12, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 138,065 | 2,336 | 0.38% | 0.45% | 64 | +15,090 | 12.27% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 137,201 | 2,321 | 0.0% | 0.0% | 65 | +28,880 | 26.66% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 136,856 | 2,315 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 130,630 | 2,210 | 0.0% | 0.01% | 67 | -244,190 | -65.15% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 121,519 | 2,056 | 0.0% | 0.0% | 68 | -10,348 | -7.85% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 118,200 | 1,999 | 0.0% | 0.0% | 69 | +2,900 | 2.52% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 114,062 | 1,929 | 0.0% | 0.0% | 70 | -54,996 | -32.53% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 113,941 | 1,927 | 0.0% | 0.0% | 71 | +21,605 | 23.4% | Q4 2025 | Feb 13, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 111,270 | 1,882 | 0.03% | 0.03% | 72 | +34,750 | 45.41% | Q4 2025 | Feb 02, 2026 |
| Birchview Capital, LP | History | Reduced | 110,700 | 1,873 | 1.1% | 2.04% | 73 | -4,000 | -3.49% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 106,063 | 1,794 | 0.0% | 0.0% | 74 | +43,007 | 68.2% | Q4 2025 | Feb 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 102,423 | 1,732 | 0.26% | 0.38% | 75 | -2,483 | -2.37% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 91,072 | 1,540 | 0.0% | 0.01% | 76 | -1,551,060 | -94.45% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 86,000 | 1,455 | 0.01% | — | 77 | +86,000 | New | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 84,562 | 1,430 | 0.0% | 0.0% | 78 | -2,596 | -2.98% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 82,176 | 1,390 | 0.0% | 0.0% | 79 | +9,514 | 13.09% | Q4 2025 | Feb 19, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 78,700 | 1,331 | 0.05% | 0.04% | 80 | +29,700 | 60.61% | Q4 2025 | Feb 04, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 72,283 | 1,223 | 0.56% | 0.83% | 81 | -3,570 | -4.71% | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | New | 71,077 | 1,203 | 0.0% | — | 82 | +71,077 | New | Q4 2025 | Jan 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 70,383 | 1,191 | 0.0% | 0.0% | 83 | +5,587 | 8.62% | Q4 2025 | Feb 17, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 67,763 | 1,146 | 0.02% | — | 84 | +67,763 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 67,673 | 1,145 | 0.26% | 0.11% | 85 | +39,533 | 140.49% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 66,288 | 1,121 | 0.0% | 0.0% | 86 | +1,540 | 2.38% | Q4 2025 | Feb 11, 2026 |
| WESBANCO BANK INC | History | No change | 64,500 | 1,091 | 0.03% | 0.04% | 87 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 62,500 | 1,057 | 0.0% | 0.0% | 88 | -212 | -0.34% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 58,226 | 985 | 0.01% | 0.01% | 89 | +21,583 | 58.9% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 58,030 | 981 | 0.01% | 0.0% | 90 | +34,550 | 147.15% | Q4 2025 | Feb 04, 2026 |
| Legal & General Group Plc | History | Reduced | 57,914 | 979 | 0.0% | 0.0% | 91 | -13,086 | -18.43% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 55,544 | 939 | 0.0% | 0.0% | 92 | -8 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | New | 54,782 | 926 | 0.05% | — | 93 | +54,782 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 54,123 | 915 | 0.0% | 0.0% | 94 | -2,787 | -4.9% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 52,657 | 890 | 0.0% | 0.0% | 95 | +15,639 | 42.25% | Q4 2025 | Feb 02, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 51,980 | 879 | 0.0% | — | 96 | +51,980 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Added to | 51,422 | 870 | 0.02% | 0.02% | 97 | +5,600 | 12.22% | Q4 2025 | Jan 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 50,912 | 861 | 0.0% | 0.0% | 98 | -124,098 | -70.91% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 49,712 | 841 | 0.01% | — | 99 | +49,712 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 48,103 | 815 | 0.0% | 0.02% | 100 | -506,410 | -91.33% | Q4 2025 | Feb 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 47,882 | 813 | 0.0% | 0.0% | 101 | +33,021 | 222.2% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 46,558 | 785 | 0.0% | 0.0% | 102 | +22,829 | 96.21% | Q4 2025 | Mar 20, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 44,414 | 751 | 0.01% | 0.0% | 103 | +7,324 | 19.75% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 43,666 | 738 | 0.0% | — | 104 | +43,666 | New | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 42,476 | 718 | 0.28% | — | 105 | +42,476 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 42,180 | 713 | 0.02% | 0.02% | 106 | +22,046 | 109.5% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 41,400 | 700 | 0.0% | 0.0% | 107 | +20,604 | 99.08% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 40,500 | 685 | 0.0% | 0.0% | 108 | +5,946 | 17.21% | Q4 2025 | Jan 29, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 40,171 | 679 | 0.01% | 0.02% | 109 | +171 | 0.43% | Q4 2025 | Feb 02, 2026 |
| Diametric Capital, LP | History | New | 38,451 | 650 | 0.17% | — | 110 | +38,451 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 36,841 | 623 | 0.0% | 0.0% | 111 | +25,723 | 231.36% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 36,231 | 613 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vinva Investment Management Ltd | History | Added to | 23,846 | 606 | 0.01% | 0.01% | 113 | +5,643 | 31.0% | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 35,740 | 604 | 0.25% | 2.16% | 114 | +16,598 | 86.71% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 35,470 | 600 | 0.01% | — | 115 | +35,470 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 35,276 | 596 | 0.0% | 0.0% | 116 | -3,636 | -9.34% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | New | 33,720 | 570 | 0.0% | — | 117 | +33,720 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 33,423 | 565 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 33,332 | 563 | 0.05% | 0.08% | 119 | +3,054 | 10.09% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | New | 31,000 | 524 | 0.0% | — | 120 | +31,000 | New | Q4 2025 | Feb 11, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 29,932 | 506 | 0.04% | — | 121 | +29,932 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Advisors, LLC | History | No change | 29,010 | 490 | 0.05% | 0.08% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 28,749 | 486 | 0.01% | 0.01% | 123 | +11,900 | 70.63% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 27,697 | 468 | 0.04% | 0.04% | 124 | +8,528 | 44.49% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 26,614 | 450 | 0.01% | — | 125 | +26,614 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 26,428 | 447 | 0.0% | — | 126 | +26,428 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 26,023 | 440 | 0.01% | 0.03% | 127 | -26,486 | -50.44% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 25,570 | 432 | 0.02% | — | 128 | +25,570 | New | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 25,472 | 430 | 0.0% | — | 129 | +25,472 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 24,543 | 415 | 0.0% | 0.0% | 130 | +2,892 | 13.36% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 24,531 | 414 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | Added to | 21,636 | 366 | 0.19% | 0.19% | 132 | +6,982 | 47.65% | Q4 2025 | Feb 17, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 20,853 | 352 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,375 | 344 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 20,317 | 343 | 0.0% | 0.0% | 135 | -116,531 | -85.15% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,148 | 340 | 0.0% | 0.0% | 136 | -6,709 | -24.98% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 20,042 | 339 | 0.0% | 0.0% | 137 | -3,878 | -16.21% | Q4 2025 | Feb 18, 2026 |
| Polymer Capital Management (US) LLC | History | New | 19,816 | 335 | 0.04% | — | 138 | +19,816 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 19,700 | 333 | 0.0% | 0.0% | 139 | +900 | 4.79% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 16,898 | 285 | 0.0% | 0.0% | 140 | -710 | -4.03% | Q4 2025 | Jan 28, 2026 |
| Magnetar Financial LLC | History | Added to | 16,366 | 276 | 0.0% | 0.0% | 142 | +7,416 | 82.86% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 16,361 | 276 | 0.0% | 0.0% | 141 | +1,815 | 12.48% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,609 | 264 | 0.0% | 0.0% | 143 | -8,872 | -36.24% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,645 | 264 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 15,495 | 262 | 0.03% | — | 145 | +15,495 | New | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | New | 15,403 | 260 | 0.0% | — | 146 | +15,403 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | New | 15,328 | 259 | 0.0% | — | 147 | +15,328 | New | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,729 | 249 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 13,673 | 231 | 0.0% | — | 149 | +13,673 | New | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 13,007 | 220 | 0.0% | 0.0% | 150 | -11,781 | -47.53% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 12,805 | 216 | 0.0% | 0.01% | 151 | -59,398 | -82.27% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,757 | 215 | 0.0% | 0.0% | 152 | -13,288 | -51.02% | Q4 2025 | Feb 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 12,667 | 214 | 0.02% | — | 153 | +12,667 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,600 | 213 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LGL PARTNERS, LLC | History | No change | 12,487 | 211 | 0.09% | 0.12% | 155 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Global Investments | History | Added to | 12,426 | 210 | 0.01% | 0.02% | 156 | +166 | 1.35% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,400 | 209 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Reduced | 11,529 | 195 | 0.01% | 0.05% | 158 | -18,042 | -61.01% | Q4 2025 | Feb 09, 2026 |
| Probity Advisors, Inc. | History | Reduced | 11,132 | 188 | 0.03% | 0.05% | 159 | -2,173 | -16.33% | Q4 2025 | Jan 27, 2026 |
| Alpine Global Management, LLC | History | New | 10,573 | 178 | 0.04% | — | 160 | +10,573 | New | Q4 2025 | Feb 26, 2026 |
| ProShare Advisors LLC | History | Added to | 10,458 | 176 | 0.0% | 0.0% | 161 | +670 | 6.85% | Q4 2025 | Feb 06, 2026 |
| Mach-1 Financial Group, LLC | History | New | 10,379 | 175 | 0.04% | — | 162 | +10,379 | New | Q4 2025 | Feb 06, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 10,070 | 170 | 0.03% | 0.04% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | New | 11,938 | 160 | 0.0% | — | 164 | +11,938 | New | Q4 2025 | Feb 18, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 9,281 | 157 | 0.07% | 0.18% | 165 | -4,900 | -34.55% | Q4 2025 | Feb 13, 2026 |
| BankPlus Trust Department | History | No change | 8,880 | 150 | 0.04% | 0.06% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,551 | 128 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,998 | 118 | 0.0% | — | 168 | +6,998 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 6,888 | 117 | 0.0% | 0.0% | 169 | +3,545 | 106.04% | Q4 2025 | Jan 26, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 6,578 | 111 | 0.0% | 0.0% | 170 | +4,668 | 244.4% | Q4 2025 | Jan 27, 2026 |
| State of Wyoming | History | New | 5,879 | 99 | 0.01% | — | 171 | +5,879 | New | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,436 | 92 | 0.0% | 0.01% | 172 | -1,013 | -15.71% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,000 | 84 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Garner Asset Management Corp | History | New | 4,799 | 81 | 0.03% | — | 174 | +4,799 | New | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,782 | 80 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,591 | 77 | 0.0% | 0.0% | 176 | -15,700 | -77.37% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 4,521 | 76 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,538 | 59 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KBC Group NV | History | Added to | 3,449 | 58 | 0.0% | 0.0% | 179 | +1,568 | 83.36% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 3,115 | 52 | 0.0% | 0.0% | 180 | -52,652 | -94.41% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,755 | 46 | 0.0% | 0.0% | 181 | +2,149 | 354.62% | Q4 2025 | Mar 16, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,502 | 42 | 0.0% | 0.0% | 182 | +1,102 | 78.71% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,299 | 38 | 0.0% | 0.0% | 183 | -1,230 | -34.85% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,289 | 38 | 0.0% | 0.0% | 184 | +471 | 25.91% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,166 | 36 | 0.0% | 0.0% | 185 | -2,205 | -50.45% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,064 | 34 | 0.0% | 0.0% | 186 | +408 | 24.64% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 1,935 | 32 | 0.0% | 0.0% | 187 | +237 | 13.96% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,798 | 30 | 0.0% | 0.0% | 188 | -119 | -6.21% | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | Reduced | 1,461 | 24 | 0.0% | 0.01% | 189 | -1,128 | -43.57% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,294 | 21 | 0.0% | 0.0% | 190 | -365 | -22.0% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 912 | 15 | 0.0% | — | 191 | +912 | New | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 847 | 14 | 0.0% | 0.0% | 192 | -494 | -36.84% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 719 | 12 | 0.0% | 0.0% | 193 | +88 | 13.95% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 682 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 542 | 9 | 0.0% | 0.0% | 195 | -27 | -4.75% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 360 | 8 | 0.0% | — | 196 | +360 | New | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 380 | 6 | 0.0% | 0.0% | 197 | +241 | 173.38% | Q4 2025 | Feb 13, 2026 |
| Aventus Investment Advisors, Inc. | History | New | 320 | 5 | 0.0% | — | 200 | +320 | New | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 308 | 5 | 0.0% | 0.0% | 199 | -303 | -49.59% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 298 | 5 | 0.0% | 0.0% | 198 | +95 | 46.8% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 268 | 4 | 0.0% | 0.0% | 201 | -238 | -47.04% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 241 | 4 | 0.0% | 0.0% | 202 | -37 | -13.31% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 200 | 3 | 0.0% | — | 203 | +200 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 179 | 3 | 0.0% | 0.0% | 204 | +130 | 265.31% | Q4 2025 | Feb 06, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 167 | 2 | 0.0% | 0.0% | 206 | +23 | 15.97% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 99 | 1 | 0.0% | — | 208 | +99 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 71 | 1 | 0.0% | — | 209 | +71 | New | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 103 | 1 | 0.0% | 0.0% | 207 | -63 | -37.95% | Q4 2025 | Feb 10, 2026 |
| Clayton Financial Group LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.03% | — | -1,170,559 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -782,075 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 3.83% | — | -484,500 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -314,193 | -100.0% | Q3 2025 | Oct 23, 2025 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -269,448 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bullseye Asset Management LLC | History | Closed out | 0 | 0 | — | 1.63% | — | -132,718 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FORMULA GROWTH LTD | History | Closed out | 0 | 0 | — | 0.92% | — | -109,534 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -71,935 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,621 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -48,510 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -26,700 | -100.0% | Q3 2025 | Oct 30, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -23,410 | -100.0% | Q3 2025 | Nov 17, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -20,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -20,425 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,916 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,776 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,344 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -10,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,538 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -9,268 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Oak Grove Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,912 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,800 | -100.0% | Q3 2025 | Dec 15, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,702 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Arax Advisory Partners | History | Reduced | 23 | 0 | — | 0.0% | — | -1,947 | -98.83% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -875 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -579 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -381 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GAMMA Investing LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -286 | -88.0% | Q4 2025 | Jan 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Versant Capital Management, Inc | History | Reduced | 32 | 0 | — | 0.0% | — | -174 | -84.47% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Jan 12, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -73 | -80.22% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 19 | 0 | — | 0.0% | — | -57 | -75.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 53 | 0 | — | — | — | +53 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| True Wealth Design, LLC | History | Reduced | 43 | 0 | — | 0.0% | — | -46 | -51.69% | Q4 2025 | Jan 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 32 | 0 | — | — | — | +25 | 357.14% | Q4 2025 | Feb 20, 2026 |
| Golden State Wealth Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 17 | 0 | — | — | — | -11 | -39.29% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 11 | 0 | — | — | — | -2 | -15.38% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 28 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |