Palomar Holdings, Inc. - PLMR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 46 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 | 4,403,417 | 593,404 | 0.01% | 0.01% | 1 | +101,471 | 2.36% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,698,278 | 363,619 | 0.01% | 0.0% | 2 | +67,038 | 2.55% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 1,061,350 | 143,027 | 0.0% | 0.0% | 3 | -30,797 | -2.82% | Q4 2025 | Feb 13, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 840,226 | 113,228 | 0.47% | 0.36% | 4 | +101,698 | 13.77% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 795,625 | 107,236 | 0.05% | 0.01% | 5 | +568,360 | 250.09% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 785,165 | 105,808 | 0.06% | 0.03% | 6 | +328,993 | 72.12% | Q4 2025 | Jan 23, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 694,317 | 93,566 | 1.22% | 0.88% | 7 | +114,859 | 19.82% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Reduced | 677,937 | 91,358 | 0.01% | 0.01% | 8 | -39,212 | -5.47% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 661,900 | 89,211 | 0.01% | 0.0% | 9 | +2,295 | 0.35% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 629,447 | 84,824 | 0.02% | 0.01% | 10 | +33,397 | 5.6% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 459,009 | 61,856 | 0.03% | 0.03% | 11 | +38,108 | 9.05% | Q4 2025 | Feb 13, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 332,544 | 44,813 | 0.45% | 0.36% | 12 | -76,202 | -18.64% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 328,415 | 44,257 | 0.07% | 0.06% | 13 | +23,214 | 7.61% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 308,734 | 41,604 | 0.05% | 0.01% | 14 | +229,681 | 290.54% | Q4 2025 | Feb 17, 2026 |
| EMERALD ADVISERS, LLC | History | Added to | 301,964 | 40,692 | 1.25% | 1.13% | 15 | +962 | 0.32% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 281,742 | 37,967 | 0.0% | 0.0% | 16 | +7,751 | 2.83% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 281,603 | 37,950 | 0.0% | 0.0% | 17 | +722 | 0.26% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 260,938 | 35,164 | 0.01% | 0.0% | 18 | -986 | -0.38% | Q4 2025 | Feb 13, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 260,362 | 35,086 | 3.52% | 3.05% | 19 | -10,785 | -3.98% | Q4 2025 | Jan 28, 2026 |
| MORGAN STANLEY | History | Reduced | 259,484 | 34,968 | 0.0% | 0.0% | 20 | -24,289 | -8.56% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 247,207 | 33,313 | 0.0% | 0.0% | 21 | +17,725 | 7.72% | Q4 2025 | Mar 25, 2026 |
| AustralianSuper Pty Ltd | History | No change | 241,510 | 32,545 | 0.15% | 0.13% | 22 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Freestone Grove Partners LP | History | Added to | 240,887 | 32,461 | 0.23% | 0.2% | 23 | +15,370 | 6.82% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 239,602 | 32,288 | 0.03% | 0.0% | 24 | +234,812 | 4902.13% | Q4 2025 | Feb 12, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 231,499 | 31,196 | 0.59% | 0.52% | 25 | -27,829 | -10.73% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 231,346 | 31,176 | 0.09% | 0.11% | 26 | -56,800 | -19.71% | Q4 2025 | Feb 06, 2026 |
| Artemis Investment Management LLP | History | Added to | 212,279 | 28,606 | 0.35% | 0.27% | 27 | +24,169 | 12.85% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 207,703 | 27,990 | 0.01% | 0.01% | 28 | +25,448 | 13.96% | Q4 2025 | Feb 02, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 202,220 | 27,251 | 0.03% | 0.04% | 29 | +11,621 | 6.1% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 187,345 | 25,247 | 0.03% | — | 30 | +187,345 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 181,634 | 24,476 | 2.73% | — | 31 | +181,634 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 178,673 | 24,078 | 0.0% | 0.0% | 32 | -20,188 | -10.15% | Q4 2025 | Feb 10, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 176,316 | 23,760 | 0.09% | 0.1% | 33 | -41,482 | -19.05% | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 161,717 | 21,792 | 1.06% | 0.97% | 34 | +1,458 | 0.91% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Added to | 157,801 | 21,265 | 0.01% | 0.0% | 35 | +6,608 | 4.37% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 153,905 | 20,739 | 0.03% | 0.03% | 36 | +222 | 0.14% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Added to | 149,826 | 20,190 | 0.0% | 0.0% | 37 | +7,049 | 4.94% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 144,877 | 19,523 | 0.0% | 0.0% | 38 | -9,563 | -6.19% | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Added to | 138,295 | 18,636 | 0.04% | 0.02% | 39 | +56,898 | 69.9% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 131,387 | 17,705 | 0.0% | 0.0% | 40 | +42,029 | 47.03% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 127,421 | 17,171 | 0.05% | 0.04% | 41 | +2,130 | 1.7% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | Added to | 126,146 | 16,999 | 0.07% | 0.05% | 42 | +27,275 | 27.59% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 117,467 | 15,829 | 0.02% | 0.03% | 43 | -126,668 | -51.88% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 113,942 | 15,354 | 0.09% | 0.08% | 44 | +11,104 | 10.8% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 97,826 | 13,183 | 0.03% | 0.03% | 45 | +4,363 | 4.67% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 96,995 | 13,071 | 0.05% | 0.06% | 46 | -55,695 | -36.48% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 91,708 | 12,358 | 0.04% | 0.04% | 47 | -12,741 | -12.2% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 86,809 | 11,698 | 0.0% | 0.0% | 48 | -2,032 | -2.29% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 86,540 | 11,662 | 0.01% | 0.0% | 49 | +66,117 | 323.74% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 74,906 | 10,094 | 0.31% | 0.27% | 50 | -988 | -1.3% | Q4 2025 | Jan 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 73,701 | 9,931 | 0.01% | 0.01% | 51 | +29,051 | 65.06% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 73,640 | 9,923 | 0.02% | 0.03% | 52 | -65,542 | -47.09% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 73,563 | 9,913 | 0.01% | — | 53 | +73,563 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 72,827 | 9,814 | 0.08% | 0.08% | 54 | +4,302 | 6.28% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 69,312 | 9,340 | 0.0% | 0.01% | 55 | -127,337 | -64.75% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 68,656 | 9,252 | 0.0% | 0.0% | 56 | -3,100 | -4.32% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 68,154 | 9,184 | 0.01% | 0.01% | 57 | -4,473 | -6.16% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 66,895 | 9,014 | 0.36% | 0.32% | 58 | -6,294 | -8.6% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 66,610 | 8,976 | 0.0% | 0.0% | 59 | +672 | 1.02% | Q4 2025 | Feb 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 64,843 | 8,738 | 0.18% | 0.15% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 59,521 | 8,021 | 0.03% | 0.03% | 61 | +3,046 | 5.39% | Q4 2025 | Feb 09, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 57,510 | 7,750 | 0.33% | — | 62 | +57,510 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 55,495 | 7,478 | 0.01% | 0.01% | 63 | -14,340 | -20.53% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 54,240 | 7,309 | 0.01% | 0.01% | 64 | +10,224 | 23.23% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 52,900 | 7,128 | 0.0% | 0.0% | 65 | +1,000 | 1.93% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 52,233 | 7,038 | 0.0% | 0.0% | 66 | +1,610 | 3.18% | Q4 2025 | Feb 17, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 50,289 | 6,776 | 0.41% | 0.39% | 67 | -1,238 | -2.4% | Q4 2025 | Jan 23, 2026 |
| F/m Investments LLC | History | Added to | 49,665 | 6,692 | 0.25% | 0.19% | 68 | +7,529 | 17.87% | Q4 2025 | Feb 03, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 49,349 | 6,651 | 0.0% | 0.02% | 69 | -225,055 | -82.02% | Q4 2025 | Feb 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 36,570 | 4,928 | 0.0% | 0.01% | 70 | -66,381 | -64.48% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,282 | 4,889 | 0.0% | 0.0% | 71 | +5,195 | 16.71% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 32,642 | 4,398 | 0.01% | 0.02% | 72 | -10,679 | -24.65% | Q4 2025 | Feb 10, 2026 |
| Robeco Schweiz AG | History | No change | 32,500 | 4,379 | 0.1% | 0.09% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 32,453 | 4,373 | 0.0% | 0.0% | 74 | -7,207 | -18.17% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 32,077 | 4,322 | 0.0% | 0.0% | 75 | -14,651 | -31.35% | Q4 2025 | Feb 11, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 30,288 | 4,082 | 0.06% | 0.07% | 76 | -5,040 | -14.27% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 28,373 | 3,823 | 0.0% | 0.0% | 77 | -69,952 | -71.14% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,027 | 3,776 | 0.0% | 0.0% | 78 | +10,664 | 61.42% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 27,789 | 3,744 | 0.0% | 0.0% | 79 | +24,357 | 709.7% | Q4 2025 | Feb 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 26,488 | 3,569 | 0.0% | — | 80 | +26,488 | New | Q4 2025 | Feb 17, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 25,199 | 3,531 | 0.11% | 0.09% | 81 | -5,120 | -16.89% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 26,098 | 3,516 | 0.03% | 0.11% | 82 | -65,593 | -71.54% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 25,501 | 3,436 | 0.0% | 0.0% | 83 | +415 | 1.65% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 24,804 | 3,342 | 0.0% | 0.01% | 84 | -120,150 | -82.89% | Q4 2025 | Feb 17, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 23,985 | 3,232 | 1.39% | — | 85 | +23,985 | New | Q4 2025 | Feb 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,641 | 3,185 | 0.03% | 0.04% | 86 | -13,364 | -36.11% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 22,799 | 3,072 | 0.01% | 0.01% | 87 | -1,112 | -4.65% | Q4 2025 | Feb 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 22,479 | 3,029 | 0.01% | 0.0% | 88 | -4,960 | -18.08% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,329 | 3,009 | 0.01% | 0.01% | 89 | -338 | -1.49% | Q4 2025 | Jan 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 21,552 | 2,904 | 0.23% | 0.2% | 90 | -948 | -4.21% | Q4 2025 | Jan 20, 2026 |
| South Dakota Investment Council | History | No change | 21,319 | 2,873 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SCHOLTZ & COMPANY, LLC | History | Reduced | 21,246 | 2,863 | 1.24% | 2.24% | 92 | -22,341 | -51.26% | Q4 2025 | Feb 11, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 21,000 | 2,829 | 0.68% | 0.53% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 20,718 | 2,792 | 0.0% | — | 94 | +20,718 | New | Q4 2025 | Feb 17, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 20,635 | 2,780 | 0.05% | 0.03% | 95 | +3,050 | 17.34% | Q4 2025 | Feb 02, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 20,267 | 2,726 | 0.36% | 0.32% | 96 | +482 | 2.44% | Q4 2025 | Jan 21, 2026 |
| OSSIAM | History | No change | 20,200 | 2,722 | 0.05% | 0.03% | 97 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,936 | 2,685 | 0.03% | 0.02% | 98 | +5,184 | 35.14% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 19,099 | 2,573 | 0.0% | 0.0% | 99 | +8,337 | 77.47% | Q4 2025 | Feb 17, 2026 |
| Moran Wealth Management, LLC | History | New | 18,353 | 2,473 | 0.08% | — | 100 | +18,353 | New | Q4 2025 | Jan 26, 2026 |
| Riverwater Partners LLC | History | No change | 18,050 | 2,432 | 0.94% | 0.87% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 17,866 | 2,407 | 0.0% | 0.0% | 102 | +15,325 | 603.11% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,613 | 2,373 | 0.0% | 0.0% | 103 | +15,273 | 652.69% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 17,589 | 2,370 | 0.01% | — | 104 | +17,589 | New | Q4 2025 | Feb 13, 2026 |
| Calamos Advisors LLC | History | New | 17,396 | 2,344 | 0.01% | — | 105 | +17,396 | New | Q4 2025 | Jan 29, 2026 |
| Aubrey Capital Management Ltd | History | New | 17,200 | 2,318 | 0.91% | — | 106 | +17,200 | New | Q4 2025 | Feb 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 16,640 | 2,242 | 0.01% | 0.01% | 107 | -126 | -0.75% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,275 | 2,193 | 0.0% | 0.0% | 108 | -25,970 | -61.47% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 19,131 | 2,152 | 0.01% | 0.01% | 109 | -3,610 | -15.87% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 15,759 | 2,123 | 0.01% | 0.01% | 110 | +1,874 | 13.5% | Q4 2025 | Jan 28, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 15,212 | 2,049 | 0.03% | 0.02% | 111 | +696 | 4.79% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 14,661 | 1,975 | 0.0% | 0.0% | 112 | -5,804 | -28.36% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,629 | 1,971 | 0.01% | 0.01% | 113 | -674 | -4.4% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,600 | 1,967 | 0.0% | 0.0% | 114 | -37,765 | -72.12% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,221 | 1,916 | 0.0% | 0.0% | 115 | -1,077 | -7.04% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,136 | 1,904 | 0.0% | 0.0% | 116 | +385 | 2.8% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 15,275 | 1,887 | 0.01% | 0.01% | 117 | +971 | 6.79% | Q4 2025 | Feb 18, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 13,012 | 1,753 | 0.04% | 0.04% | 118 | +3 | 0.02% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,490 | 1,683 | 0.0% | 0.0% | 119 | +1,489 | 13.54% | Q4 2025 | Jan 09, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 12,469 | 1,680 | 0.03% | 0.02% | 120 | +497 | 4.15% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,310 | 1,659 | 0.0% | 0.0% | 121 | +612 | 5.23% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,235 | 1,648 | 0.0% | 0.0% | 122 | -20 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,217 | 1,646 | 0.0% | 0.0% | 123 | -2,303 | -15.86% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,100 | 1,630 | 0.03% | 0.02% | 124 | -200 | -1.63% | Q4 2025 | Jan 16, 2026 |
| One Capital Management, LLC | History | Added to | 12,033 | 1,621 | 0.05% | 0.03% | 125 | +3,507 | 41.13% | Q4 2025 | Feb 10, 2026 |
| Future Fund LLC | History | Added to | 12,020 | 1,619 | 0.51% | 0.35% | 126 | +3,502 | 41.11% | Q4 2025 | Feb 10, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 11,778 | 1,587 | 0.47% | 0.43% | 127 | -921 | -7.25% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 11,135 | 1,500 | 0.01% | — | 128 | +11,135 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,775 | 1,452 | 0.0% | 0.0% | 129 | +631 | 6.22% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Added to | 10,757 | 1,449 | 0.0% | 0.0% | 130 | +852 | 8.6% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 10,527 | 1,418 | 0.3% | 0.29% | 131 | +1,820 | 20.9% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 9,596 | 1,293 | 0.0% | 0.0% | 132 | -2,403 | -20.03% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 9,512 | 1,281 | 0.0% | 0.0% | 133 | -1,030 | -9.77% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,448 | 1,273 | 0.0% | 0.0% | 134 | -16,470 | -63.55% | Q4 2025 | Feb 18, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 9,256 | 1,247 | 0.0% | 0.01% | 135 | -28,949 | -75.77% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 9,174 | 1,236 | 0.0% | 0.01% | 136 | -25,300 | -73.39% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 9,178 | 1,236 | 0.02% | 0.03% | 137 | -5,958 | -39.36% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,869 | 1,195 | 0.0% | 0.0% | 138 | +2,235 | 33.69% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 8,700 | 1,172 | 0.0% | 0.0% | 139 | -500 | -5.43% | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,630 | 1,169 | 0.0% | 0.0% | 140 | -7,957 | -47.97% | Q4 2025 | Mar 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,641 | 1,164 | 0.0% | 0.0% | 141 | +1,065 | 14.06% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 8,506 | 1,146 | 0.0% | 0.0% | 142 | -4,208 | -33.1% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,754 | 1,124 | 0.04% | 0.03% | 143 | +1,267 | 16.92% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 8,090 | 1,090 | 0.0% | 0.0% | 144 | -3,198 | -28.33% | Q4 2025 | Feb 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 7,980 | 1,075 | 0.01% | 0.01% | 145 | -3,961 | -33.17% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Added to | 7,731 | 1,041 | 0.02% | 0.01% | 146 | +2,754 | 55.33% | Q4 2025 | Jan 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,699 | 1,038 | 0.01% | 0.01% | 147 | -35 | -0.45% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 7,575 | 1,020 | 0.0% | 0.0% | 148 | -3,262 | -30.1% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 7,489 | 1,009 | 0.01% | 0.0% | 149 | -411 | -5.2% | Q4 2025 | Jan 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,190 | 968 | 0.01% | 0.01% | 150 | +638 | 9.74% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 7,145 | 962 | 0.0% | 0.02% | 151 | -40,708 | -85.07% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 6,989 | 941 | 0.01% | 0.01% | 152 | -385 | -5.22% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,138 | 932 | 0.01% | 0.01% | 153 | -1,130 | -13.67% | Q4 2025 | Jan 21, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,914 | 931 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 6,695 | 902 | 0.01% | 0.01% | 155 | -822 | -10.94% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,561 | 884 | 0.0% | 0.0% | 156 | -260 | -3.81% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 6,341 | 853 | 0.0% | — | 157 | +6,341 | New | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,045 | 814 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,700 | 768 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Associates, LP | History | Reduced | 5,661 | 762 | 0.0% | 0.01% | 160 | -24,670 | -81.34% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,629 | 758 | 0.0% | 0.0% | 161 | +453 | 8.75% | Q4 2025 | Feb 06, 2026 |
| Laurion Capital Management LP | History | New | 5,428 | 731 | 0.03% | — | 162 | +5,428 | New | Q4 2025 | Feb 17, 2026 |
| Yarbrough Capital, LLC | History | No change | 5,351 | 721 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ProShare Advisors LLC | History | Added to | 5,130 | 691 | 0.0% | 0.0% | 164 | +155 | 3.12% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 4,920 | 663 | 0.0% | 0.0% | 165 | +4,297 | 689.73% | Q4 2025 | Jan 30, 2026 |
| Keebeck Wealth Management | History | Added to | 4,751 | 640 | 0.07% | 0.05% | 166 | +815 | 20.71% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 4,737 | 638 | 0.0% | 0.0% | 167 | +792 | 20.08% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 4,658 | 627 | 0.0% | 0.0% | 168 | +35 | 0.76% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 4,651 | 626 | 0.03% | 0.05% | 170 | -5,898 | -55.91% | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Added to | 4,646 | 626 | 0.04% | 0.03% | 169 | +79 | 1.73% | Q4 2025 | Feb 18, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,588 | 618 | 0.02% | 0.08% | 171 | -20,285 | -81.55% | Q4 2025 | Feb 10, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 4,563 | 615 | 0.04% | 0.04% | 172 | -3,654 | -44.47% | Q4 2025 | Feb 03, 2026 |
| AIA Group Ltd | History | Reduced | 4,532 | 610 | 0.01% | 0.02% | 173 | -4,330 | -48.86% | Q4 2025 | Feb 09, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 4,475 | 602 | 0.23% | 0.21% | 174 | -39 | -0.86% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,464 | 601 | 0.02% | 0.02% | 175 | +88 | 2.01% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,440 | 598 | 0.0% | 0.0% | 176 | +408 | 10.12% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,427 | 596 | 0.0% | 0.0% | 177 | +371 | 9.15% | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 4,339 | 584 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 4,254 | 573 | 0.06% | 0.08% | 179 | -2,471 | -36.74% | Q4 2025 | Feb 03, 2026 |
| VARCOV Co. | History | New | 4,128 | 556 | 0.22% | — | 180 | +4,128 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 3,942 | 531 | 0.0% | 0.0% | 181 | +44 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 3,874 | 522 | 0.01% | 0.01% | 182 | +24 | 0.62% | Q4 2025 | Feb 17, 2026 |
| FJ Capital Management LLC | History | New | 3,864 | 520 | 0.06% | — | 183 | +3,864 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 3,415 | 460 | 0.01% | 0.0% | 184 | +716 | 26.53% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,287 | 442 | 0.02% | — | 185 | +3,287 | New | Q4 2025 | Feb 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 3,147 | 424 | 0.04% | — | 186 | +3,147 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 3,076 | 414 | 0.0% | 0.0% | 187 | +1,289 | 72.13% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 3,060 | 412 | 0.0% | 0.0% | 188 | +487 | 18.93% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,030 | 408 | 0.0% | 0.0% | 189 | -853 | -21.97% | Q4 2025 | Feb 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,029 | 408 | 0.0% | 0.0% | 190 | +29 | 0.97% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,012 | 406 | 0.0% | — | 191 | +3,012 | New | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | New | 2,903 | 391 | 0.04% | — | 192 | +2,903 | New | Q4 2025 | Feb 05, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,627 | 354 | 0.0% | — | 193 | +2,627 | New | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 2,500 | 336 | 0.0% | 0.0% | 194 | +300 | 13.64% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,546 | 332 | 0.0% | 0.0% | 195 | +82 | 3.33% | Q4 2025 | Jan 08, 2026 |
| Janney Capital Management LLC | History | Added to | 2,442 | 329 | 0.02% | 0.02% | 196 | +41 | 1.71% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,383 | 321 | 0.0% | 0.0% | 197 | -630 | -20.91% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,363 | 318 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 2,350 | 316 | 0.0% | 0.0% | 199 | -2,896 | -55.2% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 2,335 | 314 | 0.07% | — | 200 | +2,335 | New | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,204 | 297 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Versor Investments LP | History | Reduced | 2,197 | 296 | 0.05% | 0.1% | 204 | -2,503 | -53.26% | Q4 2025 | Feb 04, 2026 |
| CIBC Asset Management Inc | History | New | 2,201 | 296 | 0.0% | — | 202 | +2,201 | New | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,203 | 296 | 0.01% | 0.01% | 203 | -564 | -20.38% | Q4 2025 | Jan 27, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 2,192 | 295 | 0.0% | 0.0% | 205 | -369 | -14.41% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 2,138 | 288 | 0.0% | 0.01% | 206 | -8,341 | -79.6% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,115 | 285 | 0.0% | 0.0% | 207 | -43,907 | -95.4% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 2,086 | 281 | 0.0% | 0.0% | 208 | +13 | 0.63% | Q4 2025 | Feb 12, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | New | 2,049 | 276 | 0.07% | — | 209 | +2,049 | New | Q4 2025 | Feb 12, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 2,000 | 269 | 0.22% | 0.19% | 210 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 2,000 | 269 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 1,987 | 267 | 0.06% | 0.06% | 212 | +48 | 2.48% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,977 | 266 | 0.0% | 0.0% | 213 | -45 | -2.23% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 1,944 | 261 | 0.01% | — | 214 | +1,944 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,922 | 259 | 0.0% | 0.0% | 215 | -3,056 | -61.39% | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | Added to | 1,919 | 258 | 0.17% | — | 216 | +1,911 | 23887.5% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,900 | 256 | 0.0% | 0.0% | 218 | -84,805 | -97.81% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | New | 1,902 | 256 | 0.0% | — | 217 | +1,902 | New | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,829 | 246 | 0.0% | 0.0% | 219 | +4 | 0.22% | Q4 2025 | Feb 03, 2026 |
| Jain Global LLC | History | New | 1,771 | 238 | 0.0% | — | 220 | +1,771 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 1,745 | 235 | 0.0% | — | 221 | +1,745 | New | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | New | 1,726 | 232 | 0.0% | — | 222 | +1,726 | New | Q4 2025 | Feb 13, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 1,716 | 231 | 0.26% | 0.21% | 223 | -1,958 | -53.29% | Q4 2025 | Jan 07, 2026 |
| AlphaQuest LLC | History | Reduced | 1,684 | 226 | 0.01% | 0.03% | 224 | -2,203 | -56.68% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | New | 1,622 | 218 | 0.0% | — | 226 | +1,622 | New | Q4 2025 | Jan 26, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 1,620 | 218 | 0.46% | — | 225 | +1,620 | New | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,595 | 214 | 0.0% | — | 228 | +1,595 | New | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,590 | 214 | 0.0% | 0.0% | 227 | +990 | 165.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | New | 1,526 | 205 | 0.0% | — | 229 | +1,526 | New | Q4 2025 | Feb 05, 2026 |
| Jump Financial, LLC | History | New | 1,490 | 200 | 0.0% | — | 230 | +1,490 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,444 | 195 | 0.0% | 0.0% | 231 | +164 | 12.81% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,401 | 188 | 0.0% | 0.0% | 232 | +1,004 | 252.9% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,312 | 176 | 0.0% | 0.0% | 233 | +460 | 53.99% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 1,254 | 169 | 0.09% | 0.07% | 234 | +131 | 11.67% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,216 | 163 | 0.01% | 0.0% | 235 | +455 | 59.79% | Q4 2025 | Jan 05, 2026 |
| Avanza Fonder AB | History | No change | 1,197 | 161 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,779 | 155 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,142 | 153 | 0.01% | 0.01% | 238 | -110 | -8.79% | Q4 2025 | Feb 09, 2026 |
| Vestcor Inc | History | No change | 943 | 127 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 923 | 124 | 0.0% | 0.08% | 240 | -34,565 | -97.4% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 859 | 115 | 0.0% | 0.0% | 241 | +594 | 224.15% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | New | 824 | 111 | 0.0% | — | 242 | +824 | New | Q4 2025 | Feb 02, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 746 | 100 | 0.03% | 0.05% | 245 | -829 | -52.63% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 749 | 100 | 0.0% | — | 243 | +749 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 749 | 100 | 0.0% | 0.0% | 244 | +731 | 4061.11% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 737 | 99 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 709 | 95 | 0.01% | — | 247 | +709 | New | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 672 | 90 | 0.0% | 0.0% | 248 | -148 | -18.05% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 672 | 90 | 0.0% | 0.0% | 249 | +137 | 25.61% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 664 | 89 | 0.0% | 0.0% | 250 | +150 | 29.18% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 495 | 66 | 0.0% | 0.0% | 251 | -23,103 | -97.9% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 497 | 66 | 0.01% | — | 252 | +497 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 490 | 66 | 0.0% | 0.0% | 253 | +275 | 127.91% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 466 | 62 | 0.0% | 0.0% | 254 | -5 | -1.06% | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 431 | 58 | 0.0% | 0.0% | 255 | +21 | 5.12% | Q4 2025 | Jan 15, 2026 |
| Frazier Financial Advisors, LLC | History | New | 400 | 53 | 0.03% | — | 256 | +400 | New | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 294 | 39 | 0.0% | 0.0% | 257 | +132 | 81.48% | Q4 2025 | Mar 16, 2026 |
| MASECO LLP | History | No change | 291 | 39 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 286 | 38 | 0.01% | 0.02% | 259 | +69 | 31.8% | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | New | 247 | 33 | 0.0% | — | 260 | +247 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 240 | 32 | 0.0% | — | 261 | +240 | New | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 210 | 27 | 0.0% | 0.0% | 262 | -8 | -3.67% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 188 | 25 | 0.0% | 0.0% | 263 | -32 | -14.55% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 184 | 25 | 0.0% | 0.0% | 264 | -27 | -12.8% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 179 | 24 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 171 | 23 | 0.0% | 0.0% | 266 | +107 | 167.19% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 176 | 23 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 170 | 22 | 0.0% | 0.0% | 268 | +4 | 2.41% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Added to | 156 | 21 | 0.0% | 0.0% | 269 | +82 | 110.81% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 150 | 20 | 0.0% | 0.0% | 270 | -100 | -40.0% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 146 | 19 | 0.0% | 0.0% | 271 | +16 | 12.31% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 114 | 15 | 0.0% | 0.0% | 273 | +41 | 56.16% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 121 | 15 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leonteq Securities AG | History | New | 100 | 13 | 0.0% | — | 274 | +100 | New | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 91 | 12 | 0.0% | 0.0% | 275 | +43 | 89.58% | Q4 2025 | Jan 07, 2026 |
| Quarry LP | History | Reduced | 77 | 10 | 0.0% | 0.01% | 277 | -318 | -80.51% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 81 | 10 | 0.0% | 0.0% | 276 | +34 | 72.34% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 70 | 9 | 0.0% | 0.0% | 278 | -100 | -58.82% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 73 | 9 | 0.0% | — | 281 | +73 | New | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 68 | 9 | 0.0% | 0.0% | 279 | -61 | -47.29% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 68 | 9 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 60 | 8 | 0.0% | — | 282 | +60 | New | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 57 | 8 | 0.0% | 0.0% | 284 | +52 | 1040.0% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 63 | 8 | 0.0% | 0.0% | 283 | -37 | -37.0% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 63 | 8 | 0.0% | 0.0% | 286 | +16 | 34.04% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 60 | 8 | 0.0% | 0.0% | 285 | +8 | 15.38% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 56 | 7 | 0.0% | — | 288 | +56 | New | Q4 2025 | Feb 05, 2026 |
| Bare Financial Services, Inc | History | New | 54 | 7 | 0.0% | — | 289 | +54 | New | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 54 | 7 | 0.0% | 0.0% | 287 | +15 | 38.46% | Q4 2025 | Jan 23, 2026 |
| LRI Investments, LLC | History | Added to | 54 | 7 | 0.0% | 0.0% | 291 | +8 | 17.39% | Q4 2025 | Feb 04, 2026 |
| Accent Capital Management, LLC | History | No change | 54 | 7 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 45 | 6 | 0.0% | — | 294 | +45 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 45 | 6 | 0.0% | 0.0% | 292 | +20 | 80.0% | Q4 2025 | Feb 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 39 | 5 | 0.0% | 0.0% | 296 | +15 | 62.5% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 43 | 5 | 0.0% | 0.0% | 295 | +13 | 43.33% | Q4 2025 | Feb 10, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 32 | 4 | 0.0% | 0.0% | 299 | -62 | -65.96% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | New | 35 | 4 | 0.0% | — | 298 | +35 | New | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | New | 30 | 4 | 0.0% | — | 297 | +30 | New | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 30 | 4 | 0.0% | 0.0% | 300 | +6 | 25.0% | Q4 2025 | Jan 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 24 | 3 | 0.0% | 0.01% | 302 | -110 | -82.09% | Q4 2025 | Mar 03, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Optiver Holding B.V. | History | Reduced | 16 | 2 | 0.0% | 0.0% | 311 | -56 | -77.78% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 19 | 2 | 0.0% | — | 306 | +19 | New | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 16 | 2 | 0.0% | — | 303 | +16 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 17 | 2 | 0.0% | — | 308 | +14 | 466.67% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 20 | 2 | 0.0% | 0.0% | 309 | +7 | 53.85% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 18 | 2 | 0.0% | 0.0% | 305 | +6 | 50.0% | Q4 2025 | Jan 14, 2026 |
| High Note Wealth, LLC | History | Added to | 16 | 2 | 0.0% | 0.0% | 310 | +2 | 14.29% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Westfuller Advisors, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bayforest Capital Ltd | History | Reduced | 8 | 1 | 0.0% | 0.0% | 317 | -39 | -82.98% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Reduced | 9 | 1 | 0.0% | 0.0% | 314 | -32 | -78.05% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | New | 14 | 1 | 0.0% | — | 313 | +14 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 13 | 1 | 0.0% | — | 315 | +13 | New | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11 | 1 | 0.0% | — | 319 | +11 | New | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 10 | 1 | 0.0% | — | 318 | +10 | New | Q4 2025 | Feb 10, 2026 |
| Fortitude Family Office, LLC | History | Added to | 10 | 1 | 0.0% | — | 316 | +4 | 66.67% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -64,586 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -55,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -36,496 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.16% | — | -34,077 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.04% | — | -29,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nicholas Investment Partners, LP | History | Closed out | 0 | 0 | — | 0.25% | — | -28,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,615 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 13.11% | — | -24,188 | -100.0% | Q3 2025 | Dec 09, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -21,153 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.01% | — | -20,028 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,854 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,496 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -12,426 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.02% | — | -11,927 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.16% | — | -8,727 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,506 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -8,503 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,651 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,115 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,088 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,778 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -6,140 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,015 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,974 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.08% | — | -5,619 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -4,034 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,958 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,685 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,481 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,138 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,975 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,878 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,817 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,451 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,297 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,291 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,148 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,760 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -341 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WPG Advisers, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -20 | -90.91% | Q4 2025 | Jan 28, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trust Co | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 26, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |