POWELL INDUSTRIES INC - POWL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 1,404,205 | 447,632 | 0.01% | 0.01% | 1 | +29,107 | 2.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 706,642 | 225,263 | 0.0% | 0.0% | 2 | +6,419 | 0.92% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 526,052 | 167,694 | 0.12% | 0.14% | 3 | -89,015 | -14.47% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 362,752 | 115,645 | 0.02% | 0.02% | 4 | -5,560 | -1.51% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 352,485 | 112,365 | 0.0% | 0.0% | 5 | -283 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Voss Capital, LP | History | Added to | 350,000 | 111,573 | 5.35% | 4.43% | 6 | +55,000 | 18.64% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 317,273 | 101,140 | 0.03% | 0.03% | 7 | +16,777 | 5.58% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 274,015 | 87,350 | 0.01% | 0.01% | 8 | -74,009 | -21.27% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Added to | 254,520 | 81,137 | 0.7% | 0.61% | 9 | +30,013 | 13.37% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 239,094 | 76,230 | 0.0% | 0.0% | 10 | +524 | 0.22% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Reduced | 214,981 | 68,531 | 0.01% | 0.02% | 11 | -133,110 | -38.24% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Reduced | 192,719 | 61,435 | 0.0% | 0.01% | 12 | -103,746 | -34.99% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 185,113 | 59,010 | 0.1% | 0.1% | 13 | +6,094 | 3.4% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 145,034 | 46,224 | 0.02% | 0.02% | 14 | +28,196 | 24.13% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 131,492 | 41,917 | 0.16% | — | 15 | +131,492 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 115,696 | 36,881 | 0.0% | 0.0% | 16 | +29,444 | 34.14% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 115,534 | 36,829 | 0.0% | 0.0% | 17 | -8,005 | -6.48% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 113,939 | 36,321 | 0.07% | 0.07% | 18 | -10,629 | -8.53% | Q4 2025 | Mar 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 111,994 | 36,238 | 0.01% | 0.01% | 19 | -14,140 | -11.21% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 108,315 | 34,528 | 0.01% | 0.01% | 20 | -34,180 | -23.99% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 104,588 | 33,341 | 0.05% | 0.05% | 21 | +2,989 | 2.94% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 99,054 | 31,576 | 0.0% | 0.01% | 22 | -47,813 | -32.56% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 98,556 | 31,417 | 0.01% | 0.01% | 23 | -59,691 | -37.72% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 96,698 | 30,825 | 0.01% | 0.01% | 24 | +383 | 0.4% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 96,462 | 30,750 | 0.0% | 0.0% | 25 | -1,086 | -1.11% | Q4 2025 | Feb 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 92,524 | 29,495 | 0.09% | 0.05% | 26 | +41,159 | 80.13% | Q4 2025 | Feb 13, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Reduced | 84,963 | 27,084 | 0.56% | 0.9% | 27 | -57,799 | -40.49% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 80,387 | 25,625 | 0.01% | 0.01% | 28 | +20,604 | 34.46% | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 79,116 | 25,220 | 1.35% | 2.45% | 29 | -69,129 | -46.63% | Q4 2025 | Feb 17, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 76,819 | 24,488 | 0.32% | 0.35% | 30 | -12,850 | -14.33% | Q4 2025 | Feb 05, 2026 |
| Aperture Investors, LLC | History | Reduced | 76,693 | 24,448 | 2.79% | 3.23% | 31 | -701 | -0.91% | Q4 2025 | Feb 17, 2026 |
| NEOS Investment Management LLC | History | Added to | 76,338 | 24,335 | 0.14% | 0.12% | 32 | +23,168 | 43.57% | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | Added to | 76,338 | 24,335 | 1.89% | 1.35% | 33 | +23,168 | 43.57% | Q4 2025 | Jan 16, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 75,389 | 24,032 | 0.0% | 0.0% | 34 | -1,232 | -1.61% | Q4 2025 | Feb 10, 2026 |
| Broad Bay Capital Management, LP | History | No change | 69,990 | 22,311 | 2.33% | 2.64% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 67,973 | 21,668 | 2.46% | 2.84% | 36 | -10,912 | -13.83% | Q4 2025 | Jan 20, 2026 |
| Squarepoint Ops LLC | History | New | 67,340 | 21,466 | 0.02% | — | 37 | +67,340 | New | Q4 2025 | Feb 13, 2026 |
| Capital World Investors | History | New | 64,947 | 20,703 | 0.0% | — | 38 | +64,947 | New | Q4 2025 | Feb 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 61,826 | 19,708 | 0.2% | 0.19% | 39 | -2,054 | -3.22% | Q4 2025 | Feb 09, 2026 |
| Vision One Management Partners, LP | History | Added to | 61,448 | 19,588 | 10.99% | 4.52% | 40 | +37,857 | 160.47% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 61,377 | 19,565 | 0.03% | 0.03% | 41 | -896 | -1.44% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 55,202 | 19,459 | 0.03% | 0.03% | 42 | -1,418 | -2.5% | Q4 2025 | Jan 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 54,005 | 17,215 | 0.01% | 0.0% | 43 | +37,955 | 236.48% | Q4 2025 | Feb 13, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 51,783 | 16,507 | 1.42% | 1.47% | 44 | -4,657 | -8.25% | Q4 2025 | Feb 11, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 50,411 | 16,070 | 0.02% | 0.02% | 45 | -1,868 | -3.57% | Q4 2025 | Feb 12, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 48,700 | 15,524 | 0.57% | 0.55% | 46 | +1,200 | 2.53% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 45,700 | 14,568 | 0.01% | 0.01% | 47 | -4,900 | -9.68% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 45,026 | 14,353 | 0.01% | 0.01% | 48 | -506 | -1.11% | Q4 2025 | Feb 02, 2026 |
| Venture Visionary Partners LLC | History | Added to | 43,599 | 13,898 | 0.45% | 0.42% | 49 | +3,319 | 8.24% | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 40,882 | 13,032 | 0.24% | 0.23% | 50 | +134 | 0.33% | Q4 2025 | Jan 23, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 39,149 | 12,479 | 0.04% | 0.04% | 51 | +2,415 | 6.57% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 37,294 | 11,888 | 0.02% | 0.02% | 52 | -3,211 | -7.93% | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | Reduced | 35,591 | 11,345 | 0.03% | 0.03% | 53 | -1,792 | -4.79% | Q4 2025 | Feb 02, 2026 |
| Private Advisory Group LLC | History | Added to | 35,095 | 11,187 | 0.88% | 0.81% | 54 | +2,803 | 8.68% | Q4 2025 | Jan 15, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 34,529 | 11,007 | 0.65% | 0.74% | 55 | -8,367 | -19.51% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,501 | 10,999 | 0.0% | 0.0% | 56 | +361 | 1.06% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,255 | 10,601 | 0.0% | — | 57 | +33,255 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 33,065 | 10,540 | 0.0% | 0.0% | 58 | +3,613 | 12.27% | Q4 2025 | Feb 13, 2026 |
| TCW GROUP INC | History | New | 32,978 | 10,512 | 0.08% | — | 59 | +32,978 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,521 | 10,367 | 0.01% | 0.01% | 60 | +3,733 | 12.97% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 31,560 | 10,060 | 0.01% | 0.01% | 61 | +7,340 | 30.31% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 30,050 | 9,579 | 0.0% | 0.0% | 62 | +663 | 2.26% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 29,982 | 9,557 | 0.0% | 0.0% | 63 | +816 | 2.8% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,719 | 9,473 | 0.11% | 0.11% | 64 | -324 | -1.08% | Q4 2025 | Jan 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 28,577 | 9,109 | 0.0% | 0.0% | 65 | +296 | 1.05% | Q4 2025 | Feb 11, 2026 |
| PEAK6 LLC | History | Reduced | 27,902 | 8,894 | 0.02% | 0.01% | 66 | -2,698 | -8.82% | Q4 2025 | Mar 12, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 26,912 | 8,579 | 0.06% | 0.19% | 67 | -58,421 | -68.46% | Q4 2025 | Feb 17, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 26,131 | 8,330 | 1.52% | 1.53% | 68 | -2,378 | -8.34% | Q4 2025 | Jan 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 26,100 | 8,320 | 0.01% | — | 69 | +26,100 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 25,554 | 8,146 | 0.0% | 0.0% | 70 | -645 | -2.46% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 24,969 | 7,959 | 0.01% | 0.01% | 71 | -1,359 | -5.16% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 23,478 | 7,484 | 0.0% | 0.0% | 72 | -521 | -2.17% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 23,410 | 7,462 | 0.01% | 0.01% | 73 | +3,110 | 15.32% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 22,929 | 7,309 | 0.01% | 0.01% | 74 | -1,065 | -4.44% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Reduced | 22,100 | 7,045 | 0.01% | 0.02% | 75 | -12,595 | -36.3% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,390 | 6,818 | 0.0% | 0.0% | 76 | -2,232 | -9.45% | Q4 2025 | Feb 17, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 20,341 | 6,484 | 0.03% | 0.02% | 77 | -3,016 | -12.91% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | New | 19,969 | 6,365 | 0.01% | — | 78 | +19,969 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,627 | 6,256 | 0.01% | 0.01% | 79 | +785 | 4.17% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 19,339 | 6,164 | 0.0% | 0.0% | 80 | -361 | -1.83% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 19,060 | 6,075 | 0.0% | 0.0% | 81 | +360 | 1.93% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 18,673 | 5,952 | 0.01% | 0.01% | 82 | +1,228 | 7.04% | Q4 2025 | Feb 17, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 18,506 | 5,899 | 0.43% | 0.41% | 83 | +1,040 | 5.95% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,972 | 5,729 | 0.0% | 0.0% | 84 | -1,583 | -8.1% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,206 | 5,484 | 0.0% | 0.0% | 85 | -870 | -4.81% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 16,894 | 5,385 | 0.0% | 0.0% | 86 | +1,493 | 9.69% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,598 | 5,291 | 0.01% | 0.0% | 87 | +10,234 | 160.81% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 14,858 | 4,736 | 0.01% | 0.01% | 88 | +2,041 | 15.92% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 14,800 | 4,717 | 0.0% | 0.0% | 89 | -1,600 | -9.76% | Q4 2025 | Feb 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 14,544 | 4,636 | 0.66% | 0.63% | 90 | +170 | 1.18% | Q4 2025 | Jan 14, 2026 |
| Pier Capital, LLC | History | Reduced | 14,435 | 4,601 | 0.73% | 0.73% | 91 | -974 | -6.32% | Q4 2025 | Feb 03, 2026 |
| Vest Financial, LLC | History | Added to | 14,402 | 4,591 | 0.06% | 0.05% | 92 | +1,471 | 11.38% | Q4 2025 | Jan 30, 2026 |
| GKV Capital Management Co., Inc. | History | Reduced | 13,880 | 4,424 | 1.66% | 1.73% | 93 | -490 | -3.41% | Q4 2025 | Feb 10, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 13,424 | 4,279 | 1.25% | 1.1% | 94 | +1,025 | 8.27% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,585 | 4,011 | 0.06% | 0.04% | 95 | +3,458 | 37.89% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 12,526 | 3,993 | 0.04% | — | 96 | +12,526 | New | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 12,106 | 3,859 | 0.03% | 0.02% | 97 | +349 | 2.97% | Q4 2025 | Jan 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 11,739 | 3,742 | 0.04% | 0.0% | 98 | +10,684 | 1012.7% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 11,700 | 3,729 | 0.0% | 0.0% | 99 | -938 | -7.42% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 11,522 | 3,672 | 0.0% | 0.0% | 100 | +227 | 2.01% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 11,093 | 3,535 | 0.07% | 0.07% | 101 | +80 | 0.73% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | New | 11,059 | 3,525 | 0.08% | — | 102 | +11,059 | New | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 10,728 | 3,419 | 0.01% | 0.01% | 103 | -16 | -0.15% | Q4 2025 | Jan 28, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 10,707 | 3,413 | 0.07% | 0.14% | 104 | -9,752 | -47.67% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,534 | 3,358 | 0.01% | 0.01% | 105 | -8,200 | -43.77% | Q4 2025 | Feb 12, 2026 |
| CastleKnight Management LP | History | No change | 10,200 | 3,251 | 0.07% | 0.06% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ABS Direct Equity Fund LLC | History | Added to | 10,000 | 3,187 | 3.79% | 3.27% | 107 | +2,500 | 33.33% | Q4 2025 | Jan 30, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | New | 10,000 | 3,185 | 0.42% | — | 108 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 9,151 | 2,917 | 0.0% | 0.0% | 109 | +288 | 3.25% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,120 | 2,907 | 0.01% | 0.01% | 110 | +3,145 | 52.64% | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 8,820 | 2,811 | 0.0% | 0.0% | 111 | -621 | -6.58% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 8,449 | 2,771 | 0.0% | 0.0% | 112 | -1,685 | -16.63% | Q4 2025 | Jan 08, 2026 |
| ALGERT GLOBAL LLC | History | No change | 8,384 | 2,673 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 8,094 | 2,580 | 0.48% | 0.45% | 114 | +315 | 4.05% | Q4 2025 | Jan 26, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 7,967 | 2,538 | 0.0% | 0.0% | 115 | -1,280 | -13.84% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,893 | 2,516 | 0.02% | 0.02% | 116 | +76 | 0.97% | Q4 2025 | Jan 26, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 7,775 | 2,478 | 0.3% | 0.3% | 117 | -325 | -4.01% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,677 | 2,447 | 0.0% | 0.0% | 118 | +3,467 | 82.35% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,574 | 2,424 | 0.0% | 0.0% | 119 | -402 | -5.04% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 7,560 | 2,409 | 0.01% | 0.01% | 120 | -804 | -9.61% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,482 | 2,385 | 0.03% | 0.03% | 121 | -812 | -9.79% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 7,306 | 2,329 | 0.0% | 0.0% | 122 | -1,863 | -20.32% | Q4 2025 | Feb 11, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 7,270 | 2,317 | 0.62% | 0.61% | 123 | +213 | 3.02% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,831 | 2,178 | 0.0% | 0.0% | 124 | -13 | -0.19% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,710 | 2,139 | 0.19% | 0.21% | 125 | -1,262 | -15.83% | Q4 2025 | Jan 26, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 6,705 | 2,137 | 0.01% | — | 126 | +6,705 | New | Q4 2025 | Jan 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,656 | 2,136 | 0.01% | 0.01% | 127 | -389 | -6.44% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 6,672 | 2,126 | 0.02% | 0.02% | 128 | +1,068 | 19.06% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | No change | 6,600 | 2,103 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 6,596 | 2,102 | 1.53% | 1.53% | 130 | -430 | -6.12% | Q4 2025 | Feb 09, 2026 |
| Walleye Capital LLC | History | Reduced | 6,449 | 2,055 | 0.01% | 0.01% | 131 | -1,698 | -20.84% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 6,399 | 2,039 | 0.06% | 0.07% | 132 | -1,685 | -20.84% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,365 | 2,029 | 0.0% | 0.0% | 133 | -1,429 | -18.33% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,200 | 1,976 | 0.01% | 0.03% | 134 | -5,699 | -47.89% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,132 | 1,954 | 0.02% | — | 135 | +6,132 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 6,100 | 1,944 | 0.0% | 0.01% | 136 | -9,700 | -61.39% | Q4 2025 | Feb 12, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 6,081 | 1,938 | 0.01% | 0.01% | 137 | -4,082 | -40.17% | Q4 2025 | Feb 13, 2026 |
| Strong Tower Advisory Services | History | Added to | 5,936 | 1,892 | 0.34% | 0.33% | 138 | +169 | 2.93% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,838 | 1,861 | 0.02% | 0.02% | 139 | -447 | -7.11% | Q4 2025 | Feb 02, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 5,595 | 1,783 | 0.01% | 0.02% | 140 | -1,440 | -20.47% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,511 | 1,756 | 0.0% | 0.01% | 141 | -9,530 | -63.36% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,465 | 1,742 | 0.0% | 0.0% | 142 | +1,067 | 24.26% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 5,427 | 1,730 | 0.0% | 0.0% | 143 | -194 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Invst, LLC | History | Reduced | 5,406 | 1,723 | 0.19% | 0.19% | 144 | -84 | -1.53% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 5,363 | 1,709 | 0.01% | 0.01% | 145 | -246 | -4.39% | Q4 2025 | Feb 12, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | Added to | 5,220 | 1,664 | 0.37% | 0.36% | 146 | +3 | 0.06% | Q4 2025 | Jan 29, 2026 |
| Truvestments Capital LLC | History | Added to | 5,118 | 1,631 | 0.3% | 0.27% | 147 | +267 | 5.5% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,105 | 1,627 | 0.01% | 0.02% | 148 | -932 | -15.44% | Q4 2025 | Feb 18, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 4,887 | 1,557 | 0.17% | 0.16% | 149 | -115 | -2.3% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 4,828 | 1,539 | 0.0% | 0.0% | 150 | +286 | 6.3% | Q4 2025 | Feb 17, 2026 |
| Galaxy Digital Capital Management GP LLC | History | Reduced | 4,807 | 1,532 | 1.59% | 1.29% | 151 | -1,021 | -17.52% | Q4 2025 | Mar 23, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 4,793 | 1,527 | 0.02% | 0.01% | 152 | +56 | 1.18% | Q4 2025 | Jan 23, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 4,584 | 1,461 | 0.02% | 0.02% | 153 | -145 | -3.07% | Q4 2025 | Feb 11, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 4,505 | 1,436 | 0.82% | 0.87% | 154 | -658 | -12.74% | Q4 2025 | Jan 13, 2026 |
| Convergence Investment Partners, LLC | History | New | 4,419 | 1,408 | 0.28% | — | 155 | +4,419 | New | Q4 2025 | Feb 05, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 4,398 | 1,401 | 0.01% | 0.0% | 156 | +2,669 | 154.37% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,398 | 1,401 | 0.01% | 0.01% | 157 | -936 | -17.55% | Q4 2025 | Feb 17, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 4,341 | 1,383 | 0.52% | 0.49% | 158 | +219 | 5.31% | Q4 2025 | Feb 04, 2026 |
| SG Americas Securities, LLC | History | Added to | 4,299 | 1,370 | 0.0% | 0.0% | 159 | +1,883 | 77.94% | Q4 2025 | Jan 09, 2026 |
| Louisiana State Employees Retirement System | History | No change | 4,300 | 1,370 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 3,193 | 1,363 | 0.36% | 0.35% | 161 | +11 | 0.35% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,250 | 1,355 | 0.0% | 0.0% | 162 | -648 | -13.23% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 4,180 | 1,332 | 0.0% | — | 163 | +4,180 | New | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 4,164 | 1,327 | 0.07% | 0.08% | 164 | -792 | -15.98% | Q4 2025 | Jan 23, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,918 | 1,294 | 0.0% | 0.0% | 165 | -589 | -16.79% | Q4 2025 | Feb 18, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 4,062 | 1,294 | 0.95% | 0.79% | 166 | +526 | 14.88% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,053 | 1,292 | 0.01% | 0.01% | 167 | +2,496 | 160.31% | Q4 2025 | Jan 29, 2026 |
| Rock Creek Group, LP | History | Added to | 150,000 | 1,234 | 0.14% | 0.24% | 168 | +142,500 | 1900.0% | Q4 2025 | Feb 10, 2026 |
| CREDIT AGRICOLE S A | History | New | 3,828 | 1,220 | 0.0% | — | 169 | +3,828 | New | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 3,821 | 1,218 | 0.03% | 0.07% | 170 | -3,991 | -51.09% | Q4 2025 | Jan 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 3,792 | 1,208 | 0.0% | 0.0% | 171 | +2,071 | 120.34% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 3,775 | 1,203 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 3,757 | 1,197 | 0.06% | 0.06% | 173 | -736 | -16.38% | Q4 2025 | Jan 27, 2026 |
| WINTON GROUP Ltd | History | Reduced | 3,754 | 1,196 | 0.04% | 0.05% | 174 | -499 | -11.73% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,631 | 1,157 | 0.01% | 0.01% | 175 | +10 | 0.28% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,574 | 1,140 | 0.0% | 0.0% | 176 | -1,972 | -35.56% | Q4 2025 | Feb 17, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 3,539 | 1,128 | 1.07% | 1.07% | 177 | -95 | -2.61% | Q4 2025 | Feb 03, 2026 |
| Peterson Wealth Services | History | Added to | 3,535 | 1,126 | 0.29% | 0.27% | 178 | +2,436 | 221.66% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,495 | 1,114 | 0.08% | 0.06% | 179 | +1,108 | 46.42% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 2,561 | 1,096 | 0.01% | 0.01% | 180 | -367 | -12.53% | Q4 2025 | Jan 21, 2026 |
| First Dallas Securities Inc. | History | Reduced | 3,401 | 1,084 | 0.4% | 0.41% | 181 | -174 | -4.87% | Q4 2025 | Feb 11, 2026 |
| Demars Financial Group, LLC | History | Reduced | 3,371 | 1,074 | 0.36% | 0.37% | 182 | -154 | -4.37% | Q4 2025 | Jan 22, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 3,320 | 1,058 | 0.12% | 0.11% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 3,305 | 1,053 | 0.38% | 0.56% | 184 | -1,595 | -32.55% | Q4 2025 | Feb 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 3,296 | 1,050 | 0.13% | 0.14% | 185 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,228 | 1,029 | 0.0% | 0.0% | 186 | -14,295 | -81.58% | Q4 2025 | Feb 17, 2026 |
| J.M. Arbour, LLC | History | New | 3,225 | 1,028 | 1.03% | — | 187 | +3,225 | New | Q4 2025 | Jan 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,201 | 1,020 | 0.01% | 0.0% | 188 | +2,487 | 348.32% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Added to | 3,200 | 1,020 | 0.09% | 0.08% | 189 | +925 | 40.66% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 3,185 | 1,015 | 0.68% | 0.67% | 190 | -36 | -1.12% | Q4 2025 | Feb 05, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 3,134 | 999 | 0.11% | 0.11% | 191 | -580 | -15.62% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,093 | 986 | 0.0% | 0.0% | 192 | +573 | 22.74% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 3,000 | 956 | 0.01% | 0.0% | 193 | +900 | 42.86% | Q4 2025 | Feb 04, 2026 |
| SYON CAPITAL LLC | History | Reduced | 2,994 | 954 | 0.05% | 0.05% | 194 | -6 | -0.2% | Q4 2025 | Feb 11, 2026 |
| Aurora Investment Counsel | History | Reduced | 2,952 | 941 | 0.49% | 1.21% | 195 | -4,626 | -61.05% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 2,915 | 927 | 0.0% | — | 196 | +2,915 | New | Q4 2025 | Feb 10, 2026 |
| Rithm Capital Corp. | History | No change | 2,900 | 924 | 2.15% | 1.79% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 2,869 | 914 | 0.0% | — | 199 | +2,869 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 2,870 | 914 | 0.0% | 0.0% | 198 | +407 | 16.52% | Q4 2025 | Feb 17, 2026 |
| Eddie Patel Inc | History | New | 2,822 | 899 | 0.67% | — | 200 | +2,822 | New | Q4 2025 | Feb 17, 2026 |
| J2 Capital Management Inc | History | Reduced | 2,820 | 898 | 0.66% | 0.88% | 201 | -1,004 | -26.26% | Q4 2025 | Jan 20, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 2,759 | 879 | 0.01% | 0.01% | 202 | -269 | -8.88% | Q4 2025 | Feb 02, 2026 |
| AMALGAMATED BANK | History | Added to | 2,739 | 873 | 0.01% | 0.01% | 203 | +15 | 0.55% | Q4 2025 | Feb 05, 2026 |
| Mizuho Markets Cayman LP | History | Reduced | 2,733 | 871 | 0.04% | 0.08% | 204 | -295 | -9.74% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 2,693 | 858 | 0.0% | — | 205 | +2,693 | New | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 2,671 | 851 | 0.0% | 0.0% | 206 | -176 | -6.18% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 2,640 | 841 | 0.01% | 0.01% | 207 | -32 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 2,625 | 836 | 0.13% | 0.1% | 208 | +365 | 16.15% | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,621 | 835 | 0.0% | 0.0% | 209 | -7,864 | -75.0% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 2,571 | 819 | 0.0% | 0.0% | 210 | +90 | 3.63% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,564 | 817 | 0.0% | 0.0% | 211 | +169 | 7.06% | Q4 2025 | Feb 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 2,540 | 809 | 0.14% | 0.13% | 212 | +131 | 5.44% | Q4 2025 | Jan 29, 2026 |
| Caption Management, LLC | History | New | 2,500 | 796 | 0.01% | — | 213 | +2,500 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,456 | 782 | 0.0% | 0.0% | 214 | -8 | -0.32% | Q4 2025 | Jan 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 2,347 | 748 | 0.01% | 0.01% | 215 | -74 | -3.06% | Q4 2025 | Jan 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,339 | 745 | 0.01% | 0.01% | 216 | -91 | -3.74% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 2,331 | 743 | 0.0% | 0.0% | 217 | -66 | -2.75% | Q4 2025 | Feb 10, 2026 |
| Steadtrust LLC | History | Reduced | 2,285 | 728 | 0.45% | 0.5% | 218 | -150 | -6.16% | Q4 2025 | Jan 21, 2026 |
| XTX Topco Ltd | History | New | 2,276 | 725 | 0.02% | — | 220 | +2,276 | New | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | New | 2,275 | 725 | 0.0% | — | 219 | +2,275 | New | Q4 2025 | Jan 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,254 | 718 | 0.01% | 0.01% | 221 | +229 | 11.31% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 2,234 | 712 | 0.0% | 0.0% | 222 | +446 | 24.94% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,939 | 698 | 0.0% | 0.0% | 223 | -617 | -24.14% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,188 | 697 | 0.0% | 0.0% | 224 | -248 | -10.18% | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,166 | 690 | 0.01% | 0.02% | 225 | -1,493 | -40.8% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,154 | 686 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,134 | 680 | 0.03% | 0.03% | 227 | -18 | -0.84% | Q4 2025 | Feb 09, 2026 |
| Amundi | History | Added to | 2,104 | 670 | 0.0% | 0.0% | 228 | +382 | 22.18% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 2,100 | 669 | 0.0% | 0.0% | 229 | +700 | 50.0% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,100 | 669 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,070 | 659 | 0.01% | 0.01% | 231 | +769 | 59.11% | Q4 2025 | Jan 16, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 2,067 | 658 | 0.31% | 0.15% | 232 | +1,190 | 135.69% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 2,023 | 644 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,008 | 640 | 0.0% | 0.0% | 234 | +288 | 16.74% | Q4 2025 | Feb 13, 2026 |
| Bay Rivers Group | History | No change | 2,002 | 638 | 0.26% | 0.26% | 235 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| STRS OHIO | History | New | 2,000 | 637 | 0.0% | — | 236 | +2,000 | New | Q4 2025 | Feb 02, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 1,962 | 625 | 0.03% | 0.03% | 237 | -8 | -0.41% | Q4 2025 | Feb 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 1,956 | 623 | 0.02% | 0.01% | 238 | +900 | 85.23% | Q4 2025 | Jan 23, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 1,745 | 615 | 0.36% | 0.38% | 239 | -341 | -16.35% | Q4 2025 | Jan 06, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 1,911 | 609 | 0.02% | 0.02% | 240 | +30 | 1.59% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,905 | 607 | 0.01% | 0.0% | 241 | +163 | 9.36% | Q4 2025 | Jan 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 1,875 | 597 | 0.01% | 0.01% | 242 | -591 | -23.97% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 1,858 | 592 | 0.0% | 0.0% | 243 | +61 | 3.39% | Q4 2025 | Feb 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,800 | 573 | 0.0% | 5.23% | 244 | -1,900 | -51.35% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,774 | 566 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 1,699 | 541 | 0.0% | — | 246 | +1,699 | New | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | Added to | 1,673 | 533 | 0.01% | 0.01% | 247 | +181 | 12.13% | Q4 2025 | Feb 04, 2026 |
| CHOREO, LLC | History | Added to | 1,590 | 520 | 0.01% | 0.01% | 248 | +161 | 11.27% | Q4 2025 | Jan 23, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 1,614 | 514 | 0.05% | 0.11% | 249 | -3,838 | -70.4% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,609 | 513 | 0.0% | 0.0% | 250 | +1,509 | 1509.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,598 | 509 | 0.0% | 0.0% | 251 | -115 | -6.71% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 1,599 | 509 | 0.0% | 0.0% | 252 | +18 | 1.14% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,582 | 504 | 0.0% | 0.0% | 253 | +405 | 34.41% | Q4 2025 | Feb 11, 2026 |
| AVIVA PLC | History | Reduced | 1,580 | 503 | 0.0% | 0.0% | 254 | -123 | -7.22% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,555 | 495 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 1,530 | 487 | 0.01% | 0.0% | 256 | +457 | 42.59% | Q4 2025 | Feb 13, 2026 |
| Havemeyer Place LP | History | New | 1,520 | 484 | 0.1% | — | 257 | +1,520 | New | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | New | 1,467 | 467 | 0.0% | — | 258 | +1,467 | New | Q4 2025 | Feb 24, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,450 | 462 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,431 | 456 | 0.0% | 0.0% | 260 | +56 | 4.07% | Q4 2025 | Jan 27, 2026 |
| Vontobel Holding Ltd. | History | Added to | 1,417 | 451 | 0.0% | 0.0% | 261 | +217 | 18.08% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 1,382 | 440 | 0.0% | 0.0% | 262 | -324 | -18.99% | Q4 2025 | Jan 16, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 1,380 | 439 | 0.01% | 0.01% | 263 | +27 | 2.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 1,334 | 425 | 0.01% | 0.01% | 264 | +1 | 0.08% | Q4 2025 | Feb 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,309 | 417 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INTRUST BANK NA | History | Added to | 1,253 | 399 | 0.03% | 0.02% | 266 | +272 | 27.73% | Q4 2025 | Feb 06, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 1,230 | 392 | 0.0% | 0.0% | 267 | +101 | 8.95% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,219 | 389 | 0.0% | 0.0% | 268 | +24 | 2.01% | Q4 2025 | Jan 26, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,200 | 382 | 0.01% | 0.01% | 269 | -18 | -1.48% | Q4 2025 | Feb 12, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 1,191 | 379 | 0.18% | 0.17% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,185 | 377 | 0.0% | 0.0% | 271 | +102 | 9.42% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,167 | 372 | 0.0% | 0.0% | 272 | -29 | -2.42% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 1,153 | 367 | 0.01% | 0.01% | 273 | +2 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 1,133 | 361 | 0.06% | 0.04% | 274 | +321 | 39.53% | Q4 2025 | Feb 13, 2026 |
| GK Wealth Management LLC | History | Reduced | 1,124 | 358 | 0.24% | 0.26% | 275 | -37 | -3.19% | Q4 2025 | Jan 05, 2026 |
| Entropy Technologies, LP | History | New | 1,120 | 357 | 0.02% | — | 276 | +1,120 | New | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,081 | 344 | 0.01% | 0.01% | 277 | +33 | 3.15% | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,072 | 341 | 0.01% | 0.01% | 278 | +2 | 0.19% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,036 | 330 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Whalen Wealth Management Inc. | History | New | 1,008 | 321 | 0.17% | — | 281 | +1,008 | New | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 1,009 | 321 | 0.01% | 0.01% | 280 | -260 | -20.49% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | Reduced | 984 | 313 | 0.07% | 0.12% | 282 | -533 | -35.14% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 975 | 310 | 0.0% | 0.0% | 283 | -20 | -2.01% | Q4 2025 | Feb 06, 2026 |
| FORA Capital, LLC | History | New | 960 | 306 | 0.04% | — | 284 | +960 | New | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 950 | 302 | 0.04% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Second Half Financial Partners, LLC | History | No change | 949 | 302 | 0.13% | 0.13% | 286 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 942 | 300 | 0.15% | 0.13% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIM, LLC | History | Reduced | 938 | 299 | 0.04% | 0.05% | 288 | -257 | -21.51% | Q4 2025 | Feb 18, 2026 |
| Expressive Wealth LLC | History | New | 917 | 292 | 0.32% | — | 289 | +917 | New | Q4 2025 | Feb 09, 2026 |
| Headlands Technologies LLC | History | New | 893 | 284 | 0.02% | — | 290 | +893 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 873 | 278 | 0.0% | 0.0% | 291 | +28 | 3.31% | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | New | 868 | 276 | 0.05% | — | 292 | +868 | New | Q4 2025 | Feb 05, 2026 |
| JT Stratford LLC | History | Reduced | 860 | 274 | 0.04% | 0.04% | 293 | -112 | -11.52% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 851 | 271 | 0.0% | 0.0% | 294 | +51 | 6.38% | Q4 2025 | Jan 23, 2026 |
| Magnetar Financial LLC | History | New | 843 | 268 | 0.0% | — | 295 | +843 | New | Q4 2025 | Feb 17, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 830 | 264 | 0.01% | — | 296 | +830 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 826 | 263 | 0.01% | 0.01% | 297 | +16 | 1.98% | Q4 2025 | Jan 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 824 | 262 | 0.0% | 0.01% | 298 | -13,024 | -94.05% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 818 | 260 | 0.01% | 0.01% | 299 | +59 | 7.77% | Q4 2025 | Feb 09, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 810 | 258 | 0.21% | — | 300 | +810 | New | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 800 | 255 | 0.0% | 0.0% | 301 | -14 | -1.72% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 798 | 254 | 0.0% | 0.0% | 303 | -108 | -11.92% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 798 | 254 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Garner Asset Management Corp | History | Added to | 793 | 252 | 0.1% | 0.09% | 304 | +32 | 4.2% | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | Reduced | 762 | 242 | 0.0% | 0.0% | 305 | -145 | -15.99% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Added to | 751 | 239 | 0.0% | 0.0% | 306 | +3 | 0.4% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 747 | 237 | 0.01% | 0.01% | 307 | +4 | 0.54% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | New | 727 | 231 | 0.0% | — | 308 | +727 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 722 | 230 | 0.0% | — | 309 | +722 | New | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 710 | 226 | 0.0% | 0.0% | 310 | -66 | -8.51% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 702 | 224 | 0.12% | 0.0% | 311 | +673 | 2320.69% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 684 | 218 | 0.0% | 0.0% | 312 | -1,486 | -68.48% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 686 | 218 | 0.0% | 0.0% | 313 | +25 | 3.78% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Reduced | 678 | 216 | 0.01% | 0.01% | 314 | -85 | -11.14% | Q4 2025 | Jan 14, 2026 |
| Numerai GP LLC | History | New | 677 | 215 | 0.03% | — | 315 | +677 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | New | 661 | 210 | 0.0% | — | 317 | +661 | New | Q4 2025 | Jan 30, 2026 |
| BAILARD, INC. | History | Reduced | 661 | 210 | 0.0% | 0.01% | 316 | -400 | -37.7% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | New | 654 | 208 | 0.0% | — | 318 | +654 | New | Q4 2025 | Feb 11, 2026 |
| Sava Infond d.o.o. | History | Added to | 650 | 207 | 0.03% | 0.02% | 319 | +150 | 30.0% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | New | 647 | 206 | 0.0% | — | 320 | +647 | New | Q4 2025 | Feb 10, 2026 |
| Allied Investment Advisors, LLC | History | New | 642 | 204 | 0.03% | — | 322 | +642 | New | Q4 2025 | Feb 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 640 | 204 | 0.0% | 0.0% | 321 | -98 | -13.28% | Q4 2025 | Feb 09, 2026 |
| Lotus Technology Management, LP | History | New | 633 | 201 | 0.11% | — | 326 | +633 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 632 | 201 | 0.0% | — | 324 | +632 | New | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 631 | 201 | 0.0% | — | 325 | +631 | New | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 632 | 201 | 0.0% | 0.0% | 323 | -79 | -11.11% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 628 | 200 | 0.01% | 0.01% | 327 | -44 | -6.55% | Q4 2025 | Jan 20, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 500 | 167 | 0.01% | — | 328 | +500 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 507 | 161 | 0.0% | — | 329 | +507 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 454 | 144 | 0.0% | 0.0% | 330 | +59 | 14.94% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | New | 370 | 118 | 0.0% | — | 331 | +370 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 364 | 116 | 0.0% | 0.0% | 332 | +126 | 52.94% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 354 | 112 | 0.0% | — | 333 | +354 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 344 | 109 | 0.01% | 0.01% | 334 | -56 | -14.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 321 | 102 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UMB Bank, n.a. | History | Reduced | 314 | 100 | 0.0% | 0.0% | 336 | -2 | -0.63% | Q4 2025 | Feb 13, 2026 |
| PALLADIEM, LLC | History | New | 275 | 90 | 0.09% | — | 337 | +275 | New | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 262 | 84 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 253 | 80 | 0.0% | 0.0% | 339 | +62 | 32.46% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | Reduced | 250 | 79 | 0.02% | 0.06% | 340 | -350 | -58.33% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 220 | 70 | 0.0% | — | 341 | +220 | New | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 198 | 64 | 0.0% | 0.0% | 342 | +39 | 24.53% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 198 | 63 | 0.01% | — | 343 | +198 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 197 | 62 | 0.0% | 0.0% | 344 | -7 | -3.43% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 187 | 59 | 0.03% | — | 345 | +187 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 180 | 57 | 0.0% | — | 346 | +180 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 170 | 54 | 0.0% | 0.0% | 348 | -221 | -56.52% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | No change | 170 | 54 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 138 | 44 | 0.0% | 0.0% | 349 | +76 | 122.58% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Reduced | 138 | 43 | 0.0% | 0.01% | 350 | -48 | -25.81% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 138 | 43 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 134 | 42 | 0.0% | 0.0% | 353 | +105 | 362.07% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 134 | 42 | 0.0% | 0.0% | 352 | +57 | 74.03% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 129 | 41 | 0.0% | — | 354 | +128 | 12800.0% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | New | 124 | 39 | 0.0% | — | 355 | +124 | New | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 113 | 36 | 0.0% | 0.0% | 356 | +63 | 126.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 103 | 32 | 0.0% | 0.0% | 357 | +12 | 13.19% | Q4 2025 | Feb 06, 2026 |
| Avanza Fonder AB | History | New | 93 | 29 | 0.0% | — | 359 | +93 | New | Q4 2025 | Jan 12, 2026 |
| Greenline Wealth Management LLC | History | New | 92 | 29 | 0.03% | — | 360 | +92 | New | Q4 2025 | Feb 13, 2026 |
| Tidemark, LLC | History | No change | 92 | 29 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 85 | 27 | 0.02% | 0.03% | 362 | -5 | -5.56% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 75 | 27 | 0.0% | 0.0% | 361 | +1 | 1.35% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 80 | 25 | 0.0% | 0.0% | 364 | -23 | -22.33% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 81 | 25 | 0.0% | 0.0% | 363 | +9 | 12.5% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 70 | 25 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Added to | 72 | 23 | 0.0% | 0.0% | 366 | +12 | 20.0% | Q4 2025 | Feb 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 70 | 22 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 69 | 21 | 0.0% | 0.0% | 368 | +1 | 1.47% | Q4 2025 | Feb 02, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 58 | 18 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 53 | 16 | 0.0% | 0.0% | 371 | -3 | -5.36% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 52 | 16 | 0.0% | 0.0% | 370 | +2 | 4.0% | Q4 2025 | Feb 10, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 50 | 15 | 0.0% | — | 372 | +50 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 46 | 14 | 0.0% | 0.0% | 374 | +4 | 9.52% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 40 | 14 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 38 | 12 | 0.0% | 0.0% | 375 | +4 | 11.76% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 35 | 11 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Darwin Wealth Management, LLC | History | No change | 35 | 11 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 35 | 11 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | New | 31 | 10 | 0.0% | — | 379 | +31 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 34 | 10 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 29 | 9 | 0.0% | 0.12% | 381 | -4,912 | -99.41% | Q4 2025 | Jan 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 31 | 9 | 0.0% | 0.0% | 382 | -9 | -22.5% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 26 | 8 | 0.0% | — | 383 | +26 | New | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 27 | 8 | 0.0% | 0.0% | 384 | +8 | 42.11% | Q4 2025 | Feb 10, 2026 |
| Kemnay Advisory Services Inc. | History | New | 25 | 7 | 0.0% | — | 385 | +25 | New | Q4 2025 | Feb 17, 2026 |
| Solstein Capital, LLC | History | New | 25 | 7 | 0.0% | — | 386 | +25 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 24 | 7 | 0.0% | 0.0% | 389 | -5 | -17.24% | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 23 | 7 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fortitude Family Office, LLC | History | No change | 23 | 7 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sound Income Strategies, LLC | History | New | 16 | 6 | 0.0% | — | 390 | +16 | New | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17 | 5 | 0.0% | 0.0% | 391 | -46 | -73.02% | Q4 2025 | Feb 10, 2026 |
| Frazier Financial Advisors, LLC | History | New | 17 | 5 | 0.0% | — | 392 | +17 | New | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | New | 15 | 4 | 0.0% | — | 393 | +15 | New | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 13 | 4 | 0.0% | — | 395 | +13 | New | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | No change | 14 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Colonial Trust Co / SC | History | Reduced | 11 | 3 | 0.0% | 0.0% | 396 | -3 | -21.43% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 7 | 2 | 0.0% | — | 401 | +7 | New | Q4 2025 | Feb 19, 2026 |
| Bare Financial Services, Inc | History | Added to | 7 | 2 | 0.0% | — | 400 | +5 | 250.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 7 | 2 | 0.0% | — | 398 | +4 | 133.33% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 7 | 2 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4 | 1 | 0.0% | 0.01% | 405 | -727 | -99.45% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6 | 1 | 0.0% | — | 408 | +6 | New | Q4 2025 | Feb 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 5 | 1 | 0.0% | — | 402 | +5 | New | Q4 2025 | Jan 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4 | 1 | 0.0% | — | 404 | +2 | 100.0% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 6 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 2.75% | — | -2,314,474 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ophir Asset Management Pty Ltd | History | Closed out | 0 | 0 | — | 4.56% | — | -121,240 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 39.72% | — | -72,841 | -100.0% | Q3 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -66,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Intrinsic Edge Capital Management LLC | History | Closed out | 0 | 0 | — | 2.79% | — | -65,600 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -21,674 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Archon Capital Management LLC | History | Closed out | 0 | 0 | — | 3.27% | — | -18,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Granahan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -16,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.77% | — | -16,330 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Candelo Capital Management LP | History | Closed out | 0 | 0 | — | 2.26% | — | -8,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.02% | — | -8,408 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -8,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -6,761 | -100.0% | Q3 2025 | Oct 15, 2025 |
| S Squared Technology, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -6,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hel Ved Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.27% | — | -4,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,461 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,349 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -2,062 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -2,033 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,928 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.03% | — | -1,558 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Curbstone Financial Management Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -1,450 | -100.0% | Q3 2025 | Oct 15, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.05% | — | -1,409 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,365 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,359 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,265 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,215 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,210 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARS Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -909 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -866 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -862 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Financial Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -850 | -100.0% | Q3 2025 | Jan 16, 2026 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -778 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -757 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -699 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -330 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TD Capital Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 26, 2026 |
| Arax Advisory Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| Atlantic Private Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 3 | 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 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |