PIPER SANDLER COMPANIES - PIPR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,561,480 | 870,160 | 0.01% | 0.02% | 1 | +56,794 | 2.27% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,128,150 | 722,953 | 0.01% | 0.01% | 2 | +17,964 | 0.85% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 716,829 | 243,513 | 0.04% | 0.04% | 3 | +2,285 | 0.32% | Q4 2025 | Feb 19, 2026 |
| STATE STREET CORP | History | Reduced | 683,921 | 232,334 | 0.01% | 0.01% | 4 | -1,038 | -0.15% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 395,876 | 134,504 | 0.01% | 0.01% | 5 | -474 | -0.12% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 352,411 | 119,717 | 0.01% | 0.01% | 6 | -189,501 | -34.97% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 341,805 | 116,117 | 0.02% | 0.03% | 7 | -4,700 | -1.36% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 319,241 | 108,449 | 0.03% | 0.03% | 8 | +11,562 | 3.76% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 304,070 | 103,295 | 0.02% | 0.01% | 9 | +135,596 | 80.48% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 296,342 | 100,672 | 0.87% | 0.95% | 10 | -12,767 | -4.13% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 294,624 | 100,086 | 0.01% | 0.01% | 11 | +17,694 | 6.39% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 291,977 | 99,187 | 0.01% | 0.01% | 12 | -29,907 | -9.29% | Q4 2025 | Mar 25, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 279,037 | 94,791 | 1.23% | 1.26% | 13 | -355 | -0.13% | Q4 2025 | Feb 05, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 272,055 | 92,419 | 0.75% | 0.7% | 14 | -9,803 | -3.48% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 233,255 | 79,239 | 0.01% | — | 15 | +233,255 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 209,807 | 71,273 | 0.01% | 0.01% | 16 | +87 | 0.04% | Q4 2025 | Feb 13, 2026 |
| North Reef Capital Management LP | History | Added to | 204,900 | 69,606 | 2.8% | 2.46% | 17 | +53,193 | 35.06% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 204,613 | 69,509 | 0.0% | 0.0% | 18 | +29,823 | 17.06% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 201,369 | 68,408 | 0.03% | 0.04% | 19 | -46,665 | -18.81% | Q4 2025 | Feb 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 187,275 | 63,619 | 1.5% | 1.6% | 20 | -2,126 | -1.12% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 184,351 | 62,625 | 0.01% | 0.01% | 21 | -11,987 | -6.11% | Q4 2025 | Feb 17, 2026 |
| MAIRS & POWER INC | History | Reduced | 175,861 | 59,741 | 0.57% | 0.6% | 22 | -8,745 | -4.74% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 170,242 | 57,832 | 0.02% | 0.01% | 23 | +7,950 | 4.9% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 160,616 | 54,562 | 0.02% | 0.02% | 24 | -4,816 | -2.91% | Q4 2025 | Feb 09, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 152,006 | 51,637 | 0.35% | 0.2% | 25 | +70,482 | 86.46% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 145,277 | 49,352 | 0.06% | 0.06% | 26 | -6,787 | -4.46% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 143,679 | 48,809 | 0.01% | 0.01% | 27 | -11,071 | -7.15% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 132,153 | 44,893 | 0.04% | 0.06% | 28 | -26,986 | -16.96% | Q4 2025 | Feb 12, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 131,766 | 44,762 | 0.14% | 0.18% | 29 | -44,250 | -25.14% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 120,125 | 40,807 | 0.01% | 0.02% | 30 | -80,836 | -40.22% | Q4 2025 | Feb 11, 2026 |
| Fiera Capital Corp | History | Added to | 108,167 | 36,745 | 0.12% | 0.09% | 31 | +26,500 | 32.45% | Q4 2025 | Feb 11, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 104,200 | 35,398 | 1.58% | 1.8% | 32 | -11 | -0.01% | Q4 2025 | Feb 10, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 93,893 | 31,896 | 0.48% | 0.41% | 33 | +11,033 | 13.32% | Q4 2025 | Feb 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 92,339 | 31,368 | 0.66% | 0.63% | 34 | +9,786 | 11.85% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 86,753 | 29,470 | 0.01% | 0.01% | 35 | -4,072 | -4.48% | Q4 2025 | Feb 10, 2026 |
| EMERALD ADVISERS, LLC | History | New | 82,407 | 27,994 | 0.86% | — | 36 | +82,407 | New | Q4 2025 | Feb 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 82,052 | 27,873 | 0.04% | 0.05% | 37 | -28,378 | -25.7% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 81,786 | 27,783 | 0.0% | 0.01% | 38 | -28,952 | -26.14% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 79,606 | 27,042 | 0.01% | 0.01% | 39 | -833 | -1.04% | Q4 2025 | Feb 02, 2026 |
| Neuberger Berman Group LLC | History | Added to | 76,111 | 25,855 | 0.02% | 0.02% | 40 | +12,434 | 19.53% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 74,360 | 25,260 | 0.01% | 0.01% | 41 | -13,691 | -15.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 65,135 | 22,126 | 0.0% | 0.0% | 42 | +3,989 | 6.52% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 60,785 | 20,649 | 0.02% | 0.02% | 43 | +2,529 | 4.34% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 58,779 | 19,967 | 0.0% | 0.0% | 44 | -1,374 | -2.28% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 57,558 | 19,553 | 0.07% | 0.08% | 45 | -7,312 | -11.27% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 56,052 | 19,041 | 0.01% | 0.0% | 46 | +27,942 | 99.4% | Q4 2025 | Feb 17, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 52,547 | 17,850 | 0.16% | — | 47 | +52,547 | New | Q4 2025 | Feb 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 52,140 | 17,712 | 0.03% | — | 48 | +52,140 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 51,697 | 17,562 | 0.01% | 0.01% | 49 | -17,086 | -24.84% | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | New | 49,246 | 16,729 | 0.81% | — | 50 | +49,246 | New | Q4 2025 | Feb 09, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 48,672 | 16,534 | 0.06% | 0.07% | 51 | -3,793 | -7.23% | Q4 2025 | Feb 17, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 46,905 | 15,934 | 1.16% | 1.2% | 52 | +1,524 | 3.36% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 46,895 | 15,930 | 0.01% | 0.01% | 53 | -1,816 | -3.73% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 43,549 | 14,794 | 0.0% | 0.0% | 54 | -2,919 | -6.28% | Q4 2025 | Feb 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 37,013 | 12,953 | 0.02% | 0.02% | 55 | -7,922 | -17.63% | Q4 2025 | Jan 15, 2026 |
| Swiss National Bank | History | Added to | 34,880 | 11,849 | 0.01% | 0.01% | 56 | +480 | 1.4% | Q4 2025 | Feb 12, 2026 |
| Interval Partners, LP | History | Added to | 34,595 | 11,752 | 0.21% | 0.08% | 57 | +19,607 | 130.82% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 32,779 | 11,135 | 0.0% | 0.0% | 58 | +251 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 32,533 | 11,051 | 0.02% | 0.01% | 59 | +8,449 | 35.08% | Q4 2025 | Jan 28, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Added to | 32,456 | 11,025 | 0.32% | 0.27% | 60 | +4,610 | 16.56% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 32,340 | 10,986 | 0.01% | 0.01% | 61 | -300 | -0.92% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 31,899 | 10,836 | 0.04% | 0.01% | 62 | +23,463 | 278.13% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 31,213 | 10,603 | 0.0% | 0.0% | 63 | +9,393 | 43.05% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 30,528 | 10,371 | 0.01% | 0.0% | 64 | +27,637 | 955.97% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Added to | 30,284 | 10,287 | 0.0% | 0.0% | 65 | +2,729 | 9.9% | Q4 2025 | Jan 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 26,376 | 8,960 | 0.02% | 0.02% | 66 | +711 | 2.77% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 26,375 | 8,959 | 0.01% | 0.01% | 67 | +5,541 | 26.6% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,745 | 8,406 | 0.01% | 0.01% | 68 | +1,593 | 6.88% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 24,384 | 8,283 | 0.01% | — | 69 | +24,384 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 24,020 | 8,160 | 0.02% | 0.02% | 70 | -100 | -0.41% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 24,011 | 8,156 | 0.0% | 0.0% | 71 | -1,628 | -6.35% | Q4 2025 | Feb 18, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 23,190 | 7,877 | 1.47% | 1.6% | 72 | -1,126 | -4.63% | Q4 2025 | Jan 30, 2026 |
| Cander Asset Management LP | History | New | 23,080 | 7,840 | 1.45% | — | 73 | +23,080 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 22,887 | 7,776 | 0.0% | — | 74 | +22,887 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 22,541 | 7,657 | 0.03% | 0.03% | 75 | +1,616 | 7.72% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 22,266 | 7,564 | 0.01% | 0.01% | 76 | +10,865 | 95.3% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 20,717 | 7,037 | 0.0% | 0.0% | 77 | +11,017 | 113.58% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 19,844 | 6,741 | 0.03% | 0.03% | 78 | -1,761 | -8.15% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 18,116 | 6,154 | 0.0% | 0.0% | 79 | +12,541 | 224.95% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 17,110 | 5,812 | 0.01% | 0.01% | 80 | -3,943 | -18.73% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 16,842 | 5,721 | 0.01% | 0.01% | 81 | +159 | 0.95% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 16,644 | 5,652 | 0.01% | 0.01% | 82 | -2,290 | -12.09% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,526 | 5,613 | 0.04% | 0.05% | 83 | -1,679 | -9.22% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 16,130 | 5,481 | 0.0% | 0.0% | 84 | +611 | 3.94% | Q4 2025 | Feb 17, 2026 |
| Lisanti Capital Growth, LLC | History | Reduced | 15,910 | 5,404 | 1.28% | 1.35% | 85 | -50 | -0.31% | Q4 2025 | Feb 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 15,252 | 5,181 | 0.0% | — | 86 | +15,252 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,191 | 5,160 | 0.04% | — | 87 | +15,191 | New | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 15,045 | 5,112 | 0.1% | — | 88 | +15,045 | New | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 14,763 | 5,015 | 0.22% | 0.01% | 89 | +13,979 | 1783.04% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,465 | 4,913 | 0.0% | 0.0% | 90 | +433 | 3.09% | Q4 2025 | Feb 11, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 14,200 | 4,823 | 0.08% | 0.08% | 91 | +500 | 3.65% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,698 | 4,653 | 0.01% | 0.01% | 92 | -7,709 | -36.01% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 13,651 | 4,638 | 0.01% | 0.01% | 93 | +1,660 | 13.84% | Q4 2025 | Feb 05, 2026 |
| PEAK6 LLC | History | No change | 13,302 | 4,518 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Legato Capital Management LLC | History | Added to | 12,483 | 4,240 | 0.36% | 0.33% | 95 | +3,781 | 43.45% | Q4 2025 | Feb 06, 2026 |
| CI INVESTMENTS INC. | History | Added to | 12,195 | 4,142 | 0.02% | 0.01% | 96 | +3,238 | 36.15% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | New | 12,063 | 4,097 | 0.01% | — | 97 | +12,063 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,877 | 4,012 | 0.01% | 0.01% | 98 | -1,067 | -8.93% | Q4 2025 | Jan 08, 2026 |
| Trexquant Investment LP | History | New | 11,330 | 3,848 | 0.03% | — | 99 | +11,330 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 11,229 | 3,813 | 0.04% | 0.03% | 100 | +2,177 | 24.05% | Q4 2025 | Jan 23, 2026 |
| Cinctive Capital Management LP | History | Reduced | 10,381 | 3,526 | 0.19% | 0.2% | 101 | -1,964 | -15.91% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,137 | 3,443 | 0.0% | 0.01% | 102 | -14,169 | -58.29% | Q4 2025 | Feb 02, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 9,913 | 3,367 | 0.51% | 0.54% | 103 | -3 | -0.03% | Q4 2025 | Jan 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 9,833 | 3,340 | 0.0% | 0.0% | 104 | +5,428 | 123.22% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 9,758 | 3,314 | 0.08% | 0.09% | 105 | -207 | -2.08% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 9,686 | 3,290 | 0.0% | 0.0% | 106 | +738 | 8.25% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 9,658 | 3,280 | 0.03% | 0.02% | 107 | +2,556 | 35.99% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 9,579 | 3,254 | 0.02% | 0.02% | 108 | -677 | -6.6% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,474 | 3,218 | 0.01% | 0.01% | 109 | +413 | 4.56% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 9,375 | 3,184 | 0.35% | 0.42% | 110 | -1,762 | -15.82% | Q4 2025 | Jan 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 8,475 | 3,102 | 0.07% | 0.07% | 111 | +6 | 0.07% | Q4 2025 | Jan 08, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 8,688 | 2,951 | 0.17% | 0.18% | 112 | -262 | -2.93% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 8,654 | 2,939 | 0.0% | — | 113 | +8,654 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 8,388 | 2,849 | 0.01% | 0.01% | 114 | +5,334 | 174.66% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,350 | 2,836 | 0.0% | 0.0% | 115 | -26 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 8,267 | 2,808 | 0.04% | 0.04% | 116 | -251 | -2.95% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 8,115 | 2,756 | 0.0% | 0.0% | 117 | -15 | -0.18% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 8,108 | 2,754 | 0.01% | 0.01% | 118 | +35 | 0.43% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,709 | 2,618 | 0.0% | 0.0% | 119 | -8,930 | -53.67% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 7,635 | 2,593 | 0.08% | 0.08% | 120 | -286 | -3.61% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 7,600 | 2,581 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 7,501 | 2,548 | 0.03% | 0.03% | 122 | -419 | -5.29% | Q4 2025 | Feb 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 7,088 | 2,408 | 0.19% | 0.18% | 123 | +400 | 5.98% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,027 | 2,387 | 0.0% | 0.0% | 124 | +53 | 0.76% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 6,811 | 2,313 | 0.01% | 0.01% | 125 | +164 | 2.47% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,633 | 2,253 | 0.0% | 0.0% | 126 | -90 | -1.34% | Q4 2025 | Jan 30, 2026 |
| Virtu Financial LLC | History | Added to | 6,442 | 2,188 | 0.08% | 0.03% | 127 | +5,112 | 384.36% | Q4 2025 | Feb 23, 2026 |
| CREDIT AGRICOLE S A | History | No change | 6,401 | 2,174 | 0.0% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 6,075 | 2,107 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| One Capital Management, LLC | History | Added to | 5,941 | 2,018 | 0.06% | 0.05% | 130 | +1,791 | 43.16% | Q4 2025 | Feb 10, 2026 |
| Future Fund LLC | History | Added to | 5,941 | 2,018 | 0.64% | 0.51% | 131 | +1,791 | 43.16% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,731 | 1,946 | 0.0% | 0.0% | 132 | -1,036 | -15.31% | Q4 2025 | Feb 13, 2026 |
| Aurdan Capital Management, LLC | History | No change | 5,528 | 1,877 | 0.58% | 0.61% | 133 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Annex Advisory Services, LLC | History | New | 5,461 | 1,855 | 0.04% | — | 134 | +5,461 | New | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,192 | 1,763 | 0.0% | 0.0% | 135 | +4,541 | 697.54% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,125 | 1,741 | 0.0% | 0.0% | 136 | -307 | -5.65% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 5,124 | 1,740 | 0.06% | 0.06% | 137 | -105 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,092 | 1,729 | 0.0% | 0.0% | 138 | +990 | 24.13% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,058 | 1,718 | 0.01% | 0.01% | 139 | -109 | -2.11% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 5,049 | 1,715 | 0.06% | — | 140 | +5,049 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 5,013 | 1,701 | 0.0% | 0.0% | 141 | -4,332 | -46.36% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 4,943 | 1,679 | 0.01% | 0.01% | 142 | -311 | -5.92% | Q4 2025 | Jan 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,934 | 1,676 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,556 | 1,675 | 0.02% | 0.02% | 144 | -659 | -12.64% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 4,918 | 1,670 | 0.01% | 0.01% | 145 | -933 | -15.95% | Q4 2025 | Jan 29, 2026 |
| AMALGAMATED BANK | History | Added to | 4,862 | 1,652 | 0.01% | 0.01% | 146 | +49 | 1.02% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,747 | 1,612 | 0.01% | 0.01% | 147 | -153 | -3.12% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,730 | 1,606 | 0.01% | — | 148 | +4,730 | New | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 4,717 | 1,602 | 0.08% | 0.15% | 149 | -3,589 | -43.21% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,676 | 1,588 | 0.01% | 0.01% | 150 | -16 | -0.34% | Q4 2025 | Jan 29, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 4,616 | 1,568 | 0.34% | 0.39% | 151 | +683 | 17.37% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | No change | 4,500 | 1,528 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,376 | 1,486 | 0.0% | 0.0% | 153 | +2 | 0.05% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 4,320 | 1,467 | 0.0% | 0.0% | 154 | -2,529 | -36.93% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,318 | 1,467 | 0.0% | 0.0% | 155 | -38 | -0.87% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,272 | 1,451 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,225 | 1,435 | 0.0% | 0.0% | 157 | -308 | -6.79% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 4,204 | 1,428 | 0.01% | 0.01% | 158 | +79 | 1.92% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,119 | 1,399 | 0.01% | 0.01% | 159 | -114 | -2.69% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,801 | 1,291 | 0.02% | 0.02% | 160 | +44 | 1.17% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 3,780 | 1,284 | 0.0% | 0.01% | 161 | +80 | 2.16% | Q4 2025 | Jan 28, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,702 | 1,282 | 0.0% | 0.01% | 162 | -1,205 | -24.56% | Q4 2025 | Feb 18, 2026 |
| Man Group plc | History | Added to | 3,711 | 1,260 | 0.0% | 0.0% | 163 | +602 | 19.36% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,688 | 1,252 | 0.02% | — | 164 | +3,688 | New | Q4 2025 | Feb 06, 2026 |
| TWINBEECH CAPITAL LP | History | New | 3,600 | 1,222 | 0.09% | — | 165 | +3,600 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,523 | 1,196 | 0.01% | 0.01% | 166 | +168 | 5.01% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 3,514 | 1,193 | 0.01% | — | 167 | +3,514 | New | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,488 | 1,184 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 3,425 | 1,164 | 1.43% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Calamos Advisors LLC | History | Reduced | 3,404 | 1,156 | 0.0% | 0.01% | 170 | -2,743 | -44.62% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Added to | 3,393 | 1,152 | 0.0% | 0.0% | 171 | +111 | 3.38% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,326 | 1,129 | 0.0% | 0.0% | 172 | -58 | -1.71% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,323 | 1,128 | 0.0% | 0.0% | 173 | -1,620 | -32.77% | Q4 2025 | Feb 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 3,305 | 1,122 | 0.17% | — | 174 | +3,305 | New | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,071 | 1,043 | 0.0% | 0.0% | 175 | -8,099 | -72.51% | Q4 2025 | Mar 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,019 | 1,025 | 0.0% | 0.0% | 176 | -16 | -0.53% | Q4 2025 | Feb 06, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 2,868 | 974 | 0.04% | — | 177 | +2,868 | New | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,828 | 960 | 0.0% | 0.0% | 178 | +242 | 9.36% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,743 | 931 | 0.02% | 0.03% | 179 | +752 | 37.77% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,712 | 921 | 0.03% | 0.03% | 180 | -26 | -0.95% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | New | 2,661 | 903 | 0.11% | — | 181 | +2,661 | New | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,650 | 900 | 0.01% | 0.01% | 182 | +216 | 8.87% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 2,643 | 897 | 0.0% | 0.0% | 183 | -133 | -4.79% | Q4 2025 | Jan 23, 2026 |
| Amundi | History | Reduced | 2,629 | 893 | 0.0% | 0.0% | 184 | -283 | -9.72% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,616 | 889 | 0.0% | 0.0% | 185 | +43 | 1.67% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,610 | 886 | 0.0% | 0.0% | 186 | +772 | 42.0% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 2,531 | 859 | 0.04% | — | 187 | +2,531 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,522 | 856 | 0.01% | 0.01% | 188 | +310 | 14.01% | Q4 2025 | Jan 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,516 | 854 | 0.02% | 0.02% | 189 | -40 | -1.56% | Q4 2025 | Feb 18, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 2,464 | 837 | 0.02% | — | 190 | +2,464 | New | Q4 2025 | Feb 02, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,450 | 832 | 0.02% | 0.02% | 191 | +56 | 2.34% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,837 | 792 | 0.0% | 0.0% | 192 | +13,136 | 772.25% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,171 | 737 | 0.0% | 0.0% | 193 | +81 | 3.88% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 2,168 | 736 | 0.0% | 0.0% | 194 | +51 | 2.41% | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 2,081 | 706 | 0.62% | — | 195 | +2,081 | New | Q4 2025 | Mar 05, 2026 |
| Pathstone Holdings, LLC | History | New | 2,058 | 699 | 0.0% | — | 196 | +2,058 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,046 | 695 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Morse Asset Management, Inc | History | No change | 2,040 | 693 | 0.14% | 0.14% | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,032 | 690 | 0.02% | 0.02% | 199 | -133 | -6.14% | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,003 | 680 | 0.01% | 0.01% | 200 | -208 | -9.41% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,965 | 667 | 0.01% | 0.01% | 201 | +19 | 0.98% | Q4 2025 | Feb 09, 2026 |
| Truepoint, Inc. | History | No change | 1,944 | 660 | 0.01% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | New | 1,940 | 659 | 0.0% | — | 203 | +1,940 | New | Q4 2025 | Feb 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,920 | 652 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,901 | 645 | 0.01% | 0.01% | 205 | +39 | 2.09% | Q4 2025 | Feb 10, 2026 |
| Wallace Capital Management Inc. | History | No change | 1,900 | 645 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 1,829 | 621 | 0.04% | 0.04% | 207 | +193 | 11.8% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,800 | 611 | 0.01% | 0.01% | 208 | -413 | -18.66% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,767 | 600 | 0.0% | 0.0% | 209 | -1,038 | -37.01% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,730 | 587 | 0.0% | 0.0% | 210 | -26 | -1.48% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,720 | 584 | 0.0% | 0.0% | 211 | +48 | 2.87% | Q4 2025 | Jan 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,688 | 573 | 0.0% | 0.0% | 212 | +1,497 | 783.77% | Q4 2025 | Feb 10, 2026 |
| SCHULHOFF & CO INC | History | Reduced | 1,608 | 546 | 0.23% | 0.24% | 213 | -10 | -0.62% | Q4 2025 | Feb 11, 2026 |
| Abacus Wealth Partners, LLC | History | New | 1,556 | 528 | 0.05% | — | 214 | +1,556 | New | Q4 2025 | Feb 05, 2026 |
| Destination Wealth Management | History | No change | 1,502 | 510 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,469 | 499 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,450 | 492 | 0.01% | 0.02% | 217 | -12 | -0.82% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 1,411 | 479 | 0.0% | 0.0% | 218 | +323 | 29.69% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 1,386 | 470 | 0.13% | 0.12% | 219 | +165 | 13.51% | Q4 2025 | Jan 26, 2026 |
| XPONANCE LLC | History | Added to | 1,382 | 469 | 0.0% | 0.0% | 220 | +4 | 0.29% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Added to | 1,377 | 467 | 0.0% | 0.0% | 221 | +666 | 93.67% | Q4 2025 | Jan 30, 2026 |
| Parcion Private Wealth LLC | History | Added to | 1,372 | 466 | 0.03% | 0.03% | 222 | +7 | 0.51% | Q4 2025 | Jan 26, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 1,357 | 460 | 0.0% | 0.0% | 223 | -318 | -18.99% | Q4 2025 | Jan 16, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 1,350 | 458 | 0.01% | 0.01% | 224 | +554 | 69.6% | Q4 2025 | Feb 06, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 1,329 | 451 | 0.07% | 0.07% | 225 | -24 | -1.77% | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,310 | 445 | 0.01% | 0.01% | 226 | -100 | -7.09% | Q4 2025 | Feb 03, 2026 |
| Ethic Inc. | History | Reduced | 1,270 | 431 | 0.01% | 0.01% | 227 | -4 | -0.31% | Q4 2025 | Feb 03, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 1,246 | 423 | 0.02% | 0.02% | 228 | -38 | -2.96% | Q4 2025 | Feb 04, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,243 | 422 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,242 | 421 | 0.0% | 0.0% | 230 | -3 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,202 | 408 | 0.0% | 0.0% | 231 | +172 | 16.7% | Q4 2025 | Mar 09, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,183 | 401 | 0.0% | 0.0% | 232 | -2,300 | -66.04% | Q4 2025 | Feb 12, 2026 |
| Abel Hall, LLC | History | New | 1,168 | 396 | 0.09% | — | 234 | +1,168 | New | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Reduced | 1,167 | 396 | 0.01% | 0.02% | 233 | -1,133 | -49.26% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 1,158 | 393 | 0.0% | — | 235 | +1,158 | New | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 1,157 | 393 | 0.0% | — | 236 | +1,157 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 1,142 | 387 | 0.0% | 0.0% | 237 | +393 | 52.47% | Q4 2025 | Feb 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 1,136 | 386 | 0.09% | — | 238 | +1,136 | New | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,131 | 384 | 0.06% | 0.06% | 239 | +205 | 22.14% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Reduced | 1,110 | 380 | 0.0% | 0.01% | 240 | -15 | -1.33% | Q4 2025 | Jan 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,096 | 375 | 0.0% | 0.0% | 241 | +9 | 0.83% | Q4 2025 | Feb 18, 2026 |
| CIBC Asset Management Inc | History | New | 1,071 | 363 | 0.0% | — | 242 | +1,071 | New | Q4 2025 | Feb 10, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,060 | 360 | 0.29% | 0.29% | 243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,052 | 357 | 0.0% | 0.0% | 245 | +241 | 29.72% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,052 | 357 | 0.01% | 0.01% | 244 | +1 | 0.1% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | New | 1,005 | 341 | 0.01% | — | 246 | +1,005 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,004 | 341 | 0.0% | 0.0% | 247 | -61 | -5.73% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 954 | 324 | 0.0% | 0.0% | 248 | +111 | 13.17% | Q4 2025 | Jan 28, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 935 | 317 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | New | 921 | 312 | 0.05% | — | 250 | +921 | New | Q4 2025 | Feb 24, 2026 |
| COMMERCE BANK | History | Reduced | 904 | 307 | 0.0% | 0.0% | 251 | -4 | -0.44% | Q4 2025 | Feb 13, 2026 |
| Modus Advisors, LLC | History | Reduced | 898 | 305 | 0.08% | 0.11% | 252 | -300 | -25.04% | Q4 2025 | Feb 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 898 | 304 | 0.03% | 0.03% | 253 | +37 | 4.3% | Q4 2025 | Jan 22, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 881 | 299 | 0.0% | 0.0% | 254 | +254 | 40.51% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 870 | 298 | 0.01% | 0.02% | 255 | +149 | 20.67% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 867 | 294 | 0.01% | 0.03% | 256 | -3,434 | -79.84% | Q4 2025 | Jan 16, 2026 |
| Arkadios Wealth Advisors | History | New | 817 | 277 | 0.01% | — | 257 | +817 | New | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 798 | 271 | 0.02% | 0.03% | 258 | -34 | -4.09% | Q4 2025 | Jan 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 792 | 269 | 0.0% | — | 259 | +792 | New | Q4 2025 | Feb 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 793 | 269 | 0.0% | 0.0% | 260 | +214 | 36.96% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 772 | 263 | 0.0% | 0.0% | 261 | +24 | 3.21% | Q4 2025 | Feb 05, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 762 | 258 | 0.01% | 0.01% | 262 | -3 | -0.39% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 756 | 256 | 0.0% | 0.0% | 263 | +68 | 9.88% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 753 | 255 | 0.01% | — | 264 | +753 | New | Q4 2025 | Feb 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 741 | 251 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 737 | 250 | 0.01% | 0.01% | 266 | -45 | -5.75% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 733 | 249 | 0.0% | — | 267 | +733 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 720 | 244 | 0.0% | — | 268 | +720 | New | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | New | 711 | 241 | 0.04% | — | 269 | +711 | New | Q4 2025 | Jan 27, 2026 |
| Investors Research Corp | History | No change | 700 | 237 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Forum Financial Management, LP | History | No change | 661 | 224 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 657 | 223 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 656 | 222 | 0.14% | — | 273 | +656 | New | Q4 2025 | Feb 17, 2026 |
| Farringdon Capital, Ltd. | History | New | 653 | 221 | 0.05% | — | 274 | +653 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 631 | 217 | 0.0% | — | 275 | +631 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 625 | 212 | 0.0% | 0.0% | 276 | +5 | 0.81% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 619 | 210 | 0.0% | 0.0% | 277 | -162 | -20.74% | Q4 2025 | Feb 12, 2026 |
| BOS Asset Management, LLC | History | No change | 621 | 210 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 615 | 208 | 0.0% | — | 279 | +615 | New | Q4 2025 | Jan 29, 2026 |
| Blue Owl Capital Holdings LP | History | No change | 607 | 206 | 0.06% | 0.07% | 280 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 599 | 203 | 0.01% | 0.01% | 281 | -23 | -3.7% | Q4 2025 | Jan 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 599 | 203 | 0.04% | 0.04% | 282 | -11 | -1.8% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | New | 592 | 201 | 0.01% | — | 283 | +592 | New | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 528 | 179 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SouthState Bank Corp | History | No change | 515 | 174 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 510 | 173 | 0.01% | 0.01% | 286 | +77 | 17.78% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 480 | 163 | 0.0% | 0.01% | 287 | -994 | -67.44% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 462 | 157 | 0.0% | 0.0% | 288 | +70 | 17.86% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 449 | 152 | 0.02% | — | 289 | +449 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 442 | 150 | 0.0% | 0.0% | 290 | +81 | 22.44% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 420 | 142 | 0.0% | 0.0% | 291 | +1 | 0.24% | Q4 2025 | Feb 09, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 400 | 135 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avalon Trust Co | History | No change | 375 | 127 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 348 | 118 | 0.03% | 0.01% | 294 | +321 | 1188.89% | Q4 2025 | Mar 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 346 | 117 | 0.0% | 0.0% | 295 | +144 | 71.29% | Q4 2025 | Mar 16, 2026 |
| Allworth Financial LP | History | New | 317 | 107 | 0.0% | — | 296 | +317 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | No change | 305 | 103 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 281 | 95 | 0.0% | 0.0% | 298 | -12 | -4.1% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 274 | 93 | 0.0% | 0.02% | 299 | -3,692 | -93.09% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 270 | 91 | 0.0% | 0.0% | 300 | +95 | 54.29% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 262 | 89 | 0.01% | 0.01% | 301 | +21 | 8.71% | Q4 2025 | Jan 08, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 228 | 77 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 221 | 75 | 0.0% | 0.03% | 304 | -38,326 | -99.43% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 222 | 75 | 0.0% | 0.0% | 303 | +71 | 47.02% | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 208 | 70 | 0.04% | — | 305 | +208 | New | Q4 2025 | Jan 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 206 | 69 | 0.0% | — | 306 | +206 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 206 | 69 | 0.0% | — | 307 | +206 | New | Q4 2025 | Feb 02, 2026 |
| PALLADIEM, LLC | History | New | 200 | 68 | 0.06% | — | 308 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Missouri Trust & Investment Co | History | No change | 203 | 68 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 195 | 66 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 188 | 63 | 0.0% | 0.0% | 311 | +93 | 97.89% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 186 | 63 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Greenline Wealth Management LLC | History | New | 175 | 59 | 0.06% | — | 313 | +175 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 171 | 58 | 0.0% | 0.0% | 314 | +167 | 4175.0% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 167 | 56 | 0.01% | — | 315 | +167 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 161 | 54 | 0.0% | 0.0% | 316 | +8 | 5.23% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 159 | 54 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Reduced | 152 | 51 | 0.0% | 0.0% | 318 | -60 | -28.3% | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 151 | 51 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Covestor Ltd | History | Reduced | 141 | 48 | 0.03% | 0.03% | 320 | -22 | -13.5% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 127 | 46 | 0.0% | 0.0% | 321 | +10 | 8.55% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 125 | 43 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 122 | 41 | 0.0% | 0.0% | 324 | +8 | 7.02% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 122 | 41 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Added to | 114 | 38 | 0.0% | 0.0% | 325 | +71 | 165.12% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 109 | 37 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Twin Tree Management, LP | History | Reduced | 107 | 36 | 0.0% | 0.0% | 327 | -5 | -4.46% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 104 | 35 | 0.0% | 0.0% | 328 | +44 | 73.33% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 105 | 35 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 103 | 34 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 33 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 33 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | No change | 92 | 33 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 90 | 30 | 0.0% | 0.0% | 334 | +32 | 55.17% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 90 | 30 | 0.0% | 0.0% | 335 | -11 | -10.89% | Q4 2025 | Feb 18, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 85 | 27 | 0.0% | — | 336 | +85 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 80 | 27 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 80 | 27 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 77 | 26 | 0.01% | 0.0% | 340 | +72 | 1440.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 77 | 26 | 0.0% | 0.0% | 339 | +1 | 1.32% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 74 | 25 | 0.0% | 0.0% | 341 | +35 | 89.74% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 68 | 23 | 0.0% | 0.0% | 342 | +34 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 65 | 22 | 0.0% | 0.0% | 343 | +7 | 12.07% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 59 | 20 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 58 | 19 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EASTERN BANK | History | Reduced | 50 | 16 | 0.0% | 0.0% | 347 | -133 | -72.68% | Q4 2025 | Jan 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 50 | 16 | 0.0% | — | 346 | +50 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 43 | 14 | 0.0% | 0.0% | 348 | +5 | 13.16% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 41 | 13 | 0.0% | — | 349 | +41 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 41 | 13 | 0.0% | 0.0% | 350 | +3 | 7.89% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 39 | 13 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 37 | 12 | 0.01% | — | 354 | +37 | New | Q4 2025 | Feb 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 36 | 12 | 0.0% | 0.0% | 352 | +33 | 1100.0% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 37 | 12 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HighMark Wealth Management LLC | History | No change | 35 | 11 | 0.0% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 31 | 10 | 0.0% | — | 357 | +31 | New | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | New | 27 | 10 | 0.0% | — | 356 | +27 | New | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | Added to | 31 | 10 | 0.0% | 0.0% | 358 | +2 | 6.9% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 27 | 9 | 0.0% | 0.0% | 359 | +2 | 8.0% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 26 | 8 | 0.0% | 0.0% | 361 | -48 | -64.86% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 25 | 8 | 0.0% | — | 360 | +25 | New | Q4 2025 | Feb 09, 2026 |
| NCP Inc. | History | New | 25 | 8 | 0.01% | — | 363 | +25 | New | Q4 2025 | Feb 17, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 25 | 8 | 0.01% | — | 364 | +25 | New | Q4 2025 | Jan 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 25 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| First Pacific Financial | History | New | 23 | 7 | 0.0% | — | 368 | +23 | New | Q4 2025 | Jan 16, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 23 | 7 | 0.0% | 0.0% | 367 | +16 | 228.57% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 22 | 7 | 0.0% | 0.0% | 366 | +4 | 22.22% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 22 | 7 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | No change | 22 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Quarry LP | History | New | 18 | 6 | 0.0% | — | 371 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 19 | 6 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | New | 17 | 5 | 0.0% | — | 374 | +17 | New | Q4 2025 | Feb 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 15 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Wealth Management Group, LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 12 | 4 | 0.0% | 0.0% | 376 | -1 | -7.69% | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 12 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 11 | 3 | 0.0% | — | 383 | +11 | New | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | New | 10 | 3 | 0.0% | — | 378 | +10 | New | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | New | 10 | 3 | 0.0% | — | 382 | +10 | New | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 10 | 3 | 0.0% | — | 385 | +10 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11 | 3 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 9 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 10 | 3 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WealthCollab, LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 9 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | New | 8 | 2 | 0.0% | — | 388 | +8 | New | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | New | 8 | 2 | 0.0% | — | 390 | +8 | New | Q4 2025 | Jan 13, 2026 |
| Motiv8 Investments LLC | History | New | 6 | 2 | 0.0% | — | 392 | +6 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 6 | 2 | 0.0% | — | 394 | +6 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6 | 2 | 0.0% | — | 395 | +6 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 8 | 2 | 0.0% | 0.0% | 391 | -1 | -11.11% | Q4 2025 | Jan 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 6 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 6 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 8 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3 | 1 | 0.0% | 0.0% | 396 | -4 | -57.14% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 398 | -1 | -16.67% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | No change | 4 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | No change | 3 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 0.8% | — | -49,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.93% | — | -24,214 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.19% | — | -18,758 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -15,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,291 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,843 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,509 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,749 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,028 | -100.0% | Q3 2025 | Nov 04, 2025 |
| VICUS CAPITAL | History | Closed out | 0 | 0 | — | 0.02% | — | -873 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Stonebridge Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -870 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -724 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -626 | -100.0% | Q3 2025 | Oct 10, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -589 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -506 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -353 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 26, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Avion Wealth | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |