PERRIGO Co plc - PRGO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,574,227 | 244,634 | 0.03% | 0.04% | 1 | +653,925 | 3.86% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 16,593,423 | 230,980 | 0.0% | 0.01% | 2 | +3,117,740 | 23.14% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 14,983,369 | 208,568 | 0.0% | 0.0% | 3 | +1,101,154 | 7.93% | Q4 2025 | Jan 29, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 7,824,759 | 108,920 | 0.37% | 0.15% | 4 | +5,828,076 | 291.89% | Q4 2025 | Feb 18, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,535,309 | 104,891 | 0.08% | 0.09% | 5 | +1,807,392 | 31.55% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 7,405,844 | 103,089 | 0.02% | 0.04% | 6 | -289,394 | -3.76% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 6,881,838 | 95,796 | 0.0% | 0.01% | 7 | -21,158 | -0.31% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 4,658,601 | 64,848 | 1.09% | 1.31% | 8 | +1,029,770 | 28.38% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 4,542,415 | 63,230 | 0.01% | 0.01% | 9 | +2,602,724 | 134.18% | Q4 2025 | Feb 19, 2026 |
| COOKE & BIELER LP | History | Added to | 3,714,313 | 51,703 | 0.54% | 0.85% | 10 | +33,902 | 0.92% | Q4 2025 | Feb 09, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 3,527,000 | 49,095 | 0.23% | — | 11 | +3,527,000 | New | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 3,302,778 | 45,974 | 0.0% | 0.0% | 12 | +1,822,325 | 123.09% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 3,060,846 | 42,606 | 0.0% | — | 13 | +3,060,846 | New | Q4 2025 | Feb 10, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 2,481,711 | 34,545 | 0.18% | 0.19% | 14 | +683,965 | 38.05% | Q4 2025 | Feb 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,406,735 | 33,509 | 0.0% | 0.0% | 15 | -308,627 | -11.37% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,225,110 | 30,973 | 0.01% | 0.03% | 16 | -1,042,866 | -31.91% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 2,101,328 | 29,250 | 0.42% | 0.61% | 17 | +335,284 | 18.99% | Q4 2025 | Feb 17, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 1,900,321 | 26,452 | 0.13% | 0.23% | 18 | -186,754 | -8.95% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,790,284 | 24,920 | 0.0% | 0.0% | 19 | +1,497,044 | 510.52% | Q4 2025 | Feb 17, 2026 |
| ION Fund Management Ltd | History | New | 1,760,000 | 24,499 | 2.86% | — | 20 | +1,760,000 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,561,353 | 21,734 | 0.0% | 0.01% | 21 | -2,038 | -0.13% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,474,335 | 20,522 | 0.02% | 0.02% | 22 | +566,686 | 62.43% | Q4 2025 | Feb 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 1,277,069 | 17,776 | 0.4% | 1.54% | 23 | -305,050 | -19.28% | Q4 2025 | Feb 10, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,260,959 | 17,552 | 0.41% | 0.72% | 24 | -68,967 | -5.19% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,250,350 | 17,404 | 0.0% | 0.0% | 25 | -502,629 | -28.67% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,138,357 | 17,109 | 0.81% | 0.85% | 26 | +420,626 | 58.6% | Q4 2025 | Jan 21, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 1,177,753 | 16,394 | 0.27% | 0.47% | 27 | -96,714 | -7.59% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,163,139 | 16,190 | 0.0% | 0.0% | 28 | +63,036 | 5.73% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 1,077,785 | 15,002 | 0.14% | 0.18% | 29 | +222,287 | 25.98% | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,045,361 | 14,551 | 0.0% | 0.0% | 30 | -243,199 | -18.87% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 946,712 | 13,178 | 0.0% | 0.0% | 31 | +70,343 | 8.03% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 688,048 | 9,577 | 0.06% | — | 32 | +688,048 | New | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 663,558 | 9,236 | 0.01% | 0.01% | 33 | +246,179 | 58.98% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 662,337 | 9,219 | 0.02% | 0.01% | 34 | +509,026 | 332.02% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 658,409 | 9,165 | 0.19% | — | 35 | +658,409 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 653,723 | 9,099 | 0.0% | 0.0% | 36 | +348,003 | 113.83% | Q4 2025 | Feb 02, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 598,445 | 8,330 | 0.12% | — | 37 | +598,445 | New | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Added to | 573,644 | 7,985 | 0.39% | 0.2% | 38 | +389,492 | 211.51% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 570,110 | 7,935 | 0.0% | 0.0% | 39 | +503,081 | 750.54% | Q4 2025 | Feb 17, 2026 |
| CONTINENTAL ADVISORS LLC | History | Added to | 542,938 | 7,557 | 3.19% | 2.76% | 40 | +256,632 | 89.64% | Q4 2025 | Feb 12, 2026 |
| Access Investment Management LLC | History | No change | 334,935 | 7,459 | 2.0% | 2.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 523,062 | 7,282 | 0.0% | 0.01% | 42 | -499,548 | -48.85% | Q4 2025 | Feb 19, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 488,823 | 6,804 | 0.0% | 0.01% | 43 | -28,943 | -5.59% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 476,300 | 6,630 | 0.02% | — | 44 | +476,300 | New | Q4 2025 | Feb 13, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 460,425 | 6,409 | 0.35% | 0.58% | 45 | -46,681 | -9.21% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 388,767 | 5,411 | 0.0% | 0.0% | 46 | -429,039 | -52.46% | Q4 2025 | Feb 17, 2026 |
| Seven Six Capital Management, LLC | History | Added to | 382,400 | 5,323 | 5.36% | 7.26% | 47 | +51,600 | 15.6% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 362,361 | 5,044 | 0.0% | — | 48 | +362,361 | New | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 361,434 | 5,031 | 0.09% | — | 49 | +361,434 | New | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | Added to | 361,383 | 5,030 | 0.0% | 0.0% | 50 | +91,622 | 33.96% | Q4 2025 | Feb 09, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 335,730 | 4,673 | 0.21% | — | 51 | +335,730 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 310,881 | 4,327 | 0.0% | 0.02% | 52 | -1,235,375 | -79.89% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 310,255 | 4,318 | 0.0% | 0.0% | 53 | -266,492 | -46.21% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 309,172 | 4,303 | 0.01% | — | 54 | +309,172 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 305,775 | 4,261 | 0.0% | 0.01% | 55 | -1,229,922 | -80.09% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 300,817 | 4,187 | 0.0% | 0.0% | 56 | +275,361 | 1081.71% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 294,232 | 4,095 | 0.0% | 0.0% | 57 | +196,320 | 200.51% | Q4 2025 | Feb 13, 2026 |
| GRIZZLYROCK CAPITAL, LLC | History | Reduced | 281,745 | 3,921 | 2.94% | 5.22% | 58 | -20,000 | -6.63% | Q4 2025 | Feb 17, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 281,000 | 3,911 | 0.36% | 0.56% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 280,369 | 3,902 | 0.0% | 0.02% | 60 | -364,690 | -56.54% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 278,873 | 3,881 | 0.01% | 0.0% | 61 | +186,773 | 202.79% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 271,200 | 3,775 | 0.0% | 0.0% | 62 | +4,700 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 266,539 | 3,710 | 0.74% | 1.25% | 63 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 263,167 | 3,663 | 0.0% | 0.01% | 64 | -158,087 | -37.53% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 248,834 | 3,463 | 0.0% | 0.01% | 65 | -99,179 | -28.5% | Q4 2025 | Feb 13, 2026 |
| West Tower Group, LLC | History | Added to | 242,955 | 3,381 | 7.61% | 11.18% | 66 | +69,714 | 40.24% | Q4 2025 | Feb 04, 2026 |
| Nuveen, LLC | History | Added to | 239,137 | 3,328 | 0.0% | 0.0% | 67 | +12,603 | 5.56% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 230,000 | 3,202 | 0.0% | — | 68 | +230,000 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 225,823 | 3,143 | 0.01% | 0.0% | 69 | +213,123 | 1678.13% | Q4 2025 | Feb 13, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 223,983 | 3,117 | 0.17% | 1.28% | 70 | -860,795 | -79.35% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 199,917 | 2,782 | 0.0% | — | 71 | +199,917 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 198,774 | 2,766 | 0.0% | 0.0% | 72 | +56,158 | 39.38% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 189,178 | 2,633 | 0.0% | 0.0% | 73 | +99,981 | 112.09% | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | New | 186,659 | 2,598 | 0.65% | — | 74 | +186,659 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 183,300 | 2,551 | 0.0% | 0.0% | 75 | -4,867 | -2.59% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 182,626 | 2,542 | 0.1% | 0.07% | 76 | +106,247 | 139.1% | Q4 2025 | Feb 17, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | Reduced | 167,803 | 2,335 | 0.61% | 1.35% | 77 | -56,600 | -25.22% | Q4 2025 | Jan 08, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 153,609 | 2,138 | 0.0% | 0.0% | 78 | +54,203 | 54.53% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 148,050 | 2,061 | 0.0% | 0.01% | 79 | +3,152 | 2.18% | Q4 2025 | Jan 30, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 143,736 | 2,042 | 0.01% | 0.0% | 80 | +90,080 | 167.88% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 140,506 | 1,955 | 0.0% | 0.0% | 81 | -255,295 | -64.5% | Q4 2025 | Feb 10, 2026 |
| SummitTX Capital, L.P. | History | Added to | 135,258 | 1,882 | 0.06% | 0.02% | 82 | +117,355 | 655.5% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 135,013 | 1,879 | 0.0% | 0.0% | 83 | +48,335 | 55.76% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | Added to | 134,433 | 1,871 | 0.0% | 0.0% | 84 | +126,008 | 1495.64% | Q4 2025 | Jan 09, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 133,900 | 1,864 | 0.0% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 131,504 | 1,830 | 0.0% | 0.0% | 86 | -130,243 | -49.76% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 128,908 | 1,794 | 0.0% | 0.01% | 87 | -5,000 | -3.73% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 127,615 | 1,776 | 0.0% | 0.0% | 88 | -4,363 | -3.31% | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Added to | 124,308 | 1,730 | 0.2% | 0.3% | 89 | +10,510 | 9.24% | Q4 2025 | Jan 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 121,275 | 1,687 | 0.0% | 0.0% | 90 | -395 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 118,169 | 1,644 | 0.0% | 0.0% | 91 | +74,580 | 171.1% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | Reduced | 117,466 | 1,635 | 0.13% | 0.56% | 92 | -217,137 | -64.89% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 110,800 | 1,542 | 0.0% | 0.0% | 93 | +91,706 | 480.29% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 110,649 | 1,540 | 0.01% | — | 94 | +110,649 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 110,581 | 1,539 | 0.0% | 0.0% | 95 | +46,995 | 73.91% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 109,916 | 1,530 | 0.0% | 0.0% | 96 | -30,337 | -21.63% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 109,912 | 1,529 | 0.0% | 0.0% | 97 | +70,312 | 177.56% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 102,939 | 1,432 | 0.0% | 0.0% | 98 | -109,032 | -51.44% | Q4 2025 | Feb 17, 2026 |
| Monaco Asset Management SAM | History | Reduced | 100,000 | 1,392 | 0.24% | 0.24% | 99 | -75,000 | -42.86% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 94,566 | 1,316 | 0.0% | 0.0% | 100 | +57,200 | 153.08% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Added to | 91,305 | 1,270 | 0.0% | 0.0% | 101 | +19,520 | 27.19% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 89,433 | 1,245 | 0.11% | — | 102 | +89,433 | New | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 87,303 | 1,215 | 0.0% | 0.0% | 103 | -90,302 | -50.84% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 86,967 | 1,210 | 0.0% | — | 104 | +86,967 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 85,665 | 1,192 | 0.0% | 0.0% | 105 | -44,137 | -34.0% | Q4 2025 | Feb 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 83,111 | 1,157 | 0.0% | 0.0% | 106 | +41,531 | 99.88% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 82,694 | 1,149 | 0.01% | 0.03% | 107 | -40,161 | -32.69% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 80,604 | 1,122 | 0.01% | 0.02% | 109 | -51,947 | -39.19% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 80,666 | 1,122 | 0.0% | 0.0% | 108 | -5,416 | -6.29% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 78,826 | 1,097 | 0.0% | — | 110 | +78,826 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 75,064 | 1,044 | 0.02% | 0.01% | 111 | +38,786 | 106.91% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | New | 72,615 | 1,010 | 0.0% | — | 112 | +72,615 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 70,148 | 976 | 0.0% | 0.01% | 113 | -295,105 | -80.79% | Q4 2025 | Feb 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 63,000 | 876 | 0.02% | 0.01% | 114 | +24,700 | 64.49% | Q4 2025 | Jan 16, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 62,924 | 875 | 0.0% | 0.0% | 115 | +27,336 | 76.81% | Q4 2025 | Jan 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 60,600 | 843 | 0.0% | 0.0% | 116 | +50,600 | 506.0% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 59,109 | 822 | 0.01% | 0.01% | 117 | +5,619 | 10.5% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 57,772 | 804 | 0.01% | 0.01% | 118 | -1,736 | -2.92% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 57,226 | 796 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 57,069 | 794 | 0.0% | 0.0% | 120 | -4,178 | -6.82% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 51,098 | 711 | 0.01% | 0.01% | 121 | +3,350 | 7.02% | Q4 2025 | Feb 18, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 50,109 | 698 | 0.05% | 0.09% | 122 | -9,892 | -16.49% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | New | 46,551 | 647 | 0.02% | — | 123 | +46,551 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 44,559 | 620 | 0.02% | 0.03% | 124 | +394 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 44,235 | 615 | 0.0% | 0.02% | 125 | -595,570 | -93.09% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 43,917 | 611 | 0.0% | 0.01% | 126 | -18,826 | -30.0% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 42,856 | 596 | 0.0% | 0.0% | 127 | -10,237 | -19.28% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Added to | 42,298 | 588 | 0.01% | 0.01% | 128 | +16,161 | 61.83% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 38,062 | 574 | 0.01% | 0.01% | 129 | -3,067 | -7.46% | Q4 2025 | Jan 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 40,999 | 570 | 0.0% | 0.0% | 130 | -1,555 | -3.65% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 40,922 | 569 | 0.0% | 0.01% | 131 | -112,748 | -73.37% | Q4 2025 | Feb 12, 2026 |
| DBA TRADING, LLC | History | New | 40,000 | 556 | 0.36% | — | 134 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 39,989 | 556 | 0.0% | — | 133 | +39,989 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 40,013 | 556 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Handelsbanken Fonder AB | History | No change | 39,600 | 551 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 39,207 | 545 | 0.01% | 0.01% | 136 | +21,884 | 126.33% | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 38,402 | 534 | 0.0% | 0.0% | 137 | +20,378 | 113.06% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 37,803 | 526 | 0.0% | 0.0% | 138 | -2,878 | -7.07% | Q4 2025 | Jan 28, 2026 |
| Burford Brothers, Inc. | History | New | 34,803 | 484 | 0.2% | — | 139 | +34,803 | New | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 34,071 | 474 | 0.0% | 0.0% | 140 | -1,239 | -3.51% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 33,424 | 465 | 0.0% | — | 141 | +33,413 | 303754.55% | Q4 2025 | Jan 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 33,338 | 464 | 0.0% | 0.01% | 142 | -11,820 | -26.17% | Q4 2025 | Jan 29, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 32,615 | 454 | 0.01% | 0.01% | 143 | +16,229 | 99.04% | Q4 2025 | Feb 06, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 32,236 | 449 | 0.01% | 0.02% | 144 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,980 | 445 | 0.0% | 0.0% | 145 | +552 | 1.76% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 31,500 | 438 | 0.01% | 0.01% | 146 | +3,779 | 13.63% | Q4 2025 | Feb 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 31,242 | 434 | 0.04% | — | 147 | +31,242 | New | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 30,300 | 421 | 0.33% | — | 148 | +30,300 | New | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 28,911 | 402 | 0.0% | 0.0% | 149 | +15,190 | 110.71% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,900 | 402 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Maryland State Retirement & Pension System | History | New | 28,057 | 390 | 0.01% | — | 151 | +28,057 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 25,658 | 357 | 0.01% | — | 152 | +25,658 | New | Q4 2025 | Jan 27, 2026 |
| Kestra Investment Management, LLC | History | New | 25,200 | 350 | 0.01% | — | 153 | +25,200 | New | Q4 2025 | Feb 09, 2026 |
| M&T BANK CORP | History | New | 25,019 | 348 | 0.0% | — | 154 | +25,019 | New | Q4 2025 | Jan 30, 2026 |
| Polymer Capital Management (US) LLC | History | New | 24,892 | 346 | 0.04% | — | 155 | +24,892 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 23,916 | 332 | 0.0% | — | 156 | +23,916 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 23,647 | 329 | 0.0% | 0.0% | 157 | +5,128 | 27.69% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 23,233 | 323 | 0.0% | 0.0% | 158 | +3,165 | 15.77% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,982 | 319 | 0.0% | 0.0% | 159 | +10,116 | 78.63% | Q4 2025 | Feb 06, 2026 |
| Verition Fund Management LLC | History | Reduced | 21,967 | 305 | 0.0% | 0.02% | 160 | -237,596 | -91.54% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 21,690 | 301 | 0.0% | 0.01% | 161 | -6,712 | -23.63% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,334 | 299 | 0.0% | 0.0% | 162 | +8,765 | 75.76% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,350 | 297 | 0.0% | 0.0% | 163 | -123,485 | -85.26% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 21,281 | 296 | 0.0% | — | 164 | +21,281 | New | Q4 2025 | Feb 03, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,600 | 286 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 20,423 | 284 | 0.0% | 0.0% | 166 | -13,267 | -39.38% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | New | 20,336 | 283 | 0.0% | — | 167 | +20,336 | New | Q4 2025 | Mar 09, 2026 |
| State of Wyoming | History | Added to | 19,608 | 272 | 0.03% | 0.02% | 168 | +10,620 | 118.16% | Q4 2025 | Feb 11, 2026 |
| M Holdings Securities, Inc. | History | New | 19,412 | 270 | 0.02% | — | 170 | +19,412 | New | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 19,403 | 270 | 0.01% | — | 169 | +19,403 | New | Q4 2025 | Feb 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 19,444 | 270 | 0.03% | 0.05% | 171 | -652 | -3.24% | Q4 2025 | Jan 16, 2026 |
| Brooklyn Investment Group | History | New | 19,289 | 268 | 0.01% | — | 172 | +19,289 | New | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 18,990 | 264 | 0.0% | — | 173 | +18,990 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 18,618 | 259 | 0.0% | 0.0% | 174 | -122,780 | -86.83% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 18,243 | 253 | 0.14% | — | 175 | +18,243 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 18,020 | 250 | 0.06% | 0.12% | 176 | -4,639 | -20.47% | Q4 2025 | Jan 12, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 17,294 | 240 | 0.0% | 0.0% | 177 | +5,141 | 42.3% | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | New | 17,081 | 237 | 0.01% | — | 178 | +17,081 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 17,002 | 236 | 0.0% | 0.0% | 179 | +14,945 | 726.54% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,330 | 227 | 0.0% | 0.0% | 180 | +219 | 1.36% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,170 | 225 | 0.0% | 0.0% | 181 | -15,655 | -49.19% | Q4 2025 | Feb 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 15,729 | 218 | 0.0% | 0.01% | 182 | -47,811 | -75.25% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,525 | 216 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 15,265 | 212 | 0.02% | 0.03% | 184 | -27 | -0.18% | Q4 2025 | Jan 29, 2026 |
| Aristides Capital LLC | History | New | 15,200 | 211 | 0.04% | — | 185 | +15,200 | New | Q4 2025 | Feb 26, 2026 |
| Jain Global LLC | History | New | 15,152 | 210 | 0.0% | — | 188 | +15,152 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 15,109 | 210 | 0.01% | 0.01% | 187 | +5,771 | 61.8% | Q4 2025 | Jan 26, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 15,100 | 210 | 0.0% | 0.0% | 186 | +4,600 | 43.81% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,963 | 208 | 0.0% | 0.0% | 189 | +13,292 | 795.45% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,312 | 199 | 0.0% | 0.0% | 190 | -1,840 | -11.39% | Q4 2025 | Feb 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 13,651 | 190 | 0.01% | — | 191 | +13,651 | New | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | New | 13,170 | 183 | 0.0% | — | 192 | +13,170 | New | Q4 2025 | Feb 10, 2026 |
| Amundi | History | New | 13,152 | 183 | 0.0% | — | 193 | +13,152 | New | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | Added to | 13,125 | 182 | 0.14% | 0.13% | 194 | +6,335 | 93.3% | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 13,024 | 181 | 0.04% | — | 195 | +13,024 | New | Q4 2025 | Feb 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,000 | 180 | 0.0% | 0.0% | 196 | +9,303 | 251.64% | Q4 2025 | Feb 17, 2026 |
| Sagewood Asset Management LP | History | New | 12,719 | 177 | 0.06% | — | 198 | +12,719 | New | Q4 2025 | Feb 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 12,737 | 177 | 0.07% | 2.43% | 197 | -10,079 | -44.18% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 12,080 | 168 | 0.01% | — | 199 | +12,080 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,629 | 161 | 0.0% | 0.0% | 200 | -845 | -6.77% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 11,518 | 160 | 0.0% | 0.0% | 201 | -4,055 | -26.04% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 11,383 | 158 | 0.0% | 0.01% | 202 | -1,187 | -9.44% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | New | 10,884 | 151 | 0.0% | — | 203 | +10,884 | New | Q4 2025 | Jan 23, 2026 |
| Leonteq Securities AG | History | New | 10,802 | 150 | 0.0% | — | 204 | +10,802 | New | Q4 2025 | Feb 06, 2026 |
| Impact Partnership Wealth, LLC | History | New | 10,570 | 147 | 0.02% | — | 206 | +10,570 | New | Q4 2025 | Feb 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 10,592 | 147 | 0.0% | 0.0% | 205 | -5,184 | -32.86% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | New | 10,254 | 142 | 0.0% | — | 208 | +10,254 | New | Q4 2025 | Feb 10, 2026 |
| CONNABLE OFFICE INC | History | New | 10,231 | 142 | 0.01% | — | 207 | +10,231 | New | Q4 2025 | Feb 03, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 10,191 | 141 | 0.0% | 0.01% | 209 | -4,904 | -32.49% | Q4 2025 | Feb 09, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 10,118 | 140 | 0.0% | 0.0% | 210 | -21,550 | -68.05% | Q4 2025 | Feb 12, 2026 |
| T3 Companies, LLC | History | New | 10,000 | 139 | 0.17% | — | 212 | +10,000 | New | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,051 | 139 | 0.0% | 0.0% | 211 | -1,251 | -11.07% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 9,211 | 128 | 0.0% | 0.0% | 213 | +5,342 | 138.07% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 8,991 | 125 | 0.07% | 0.1% | 214 | +1,129 | 14.36% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,861 | 123 | 0.0% | 0.0% | 215 | -1,058 | -10.67% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,058 | 112 | 0.0% | 0.0% | 216 | -364 | -4.32% | Q4 2025 | Feb 13, 2026 |
| WEXFORD CAPITAL LP | History | New | 7,610 | 105 | 0.02% | — | 217 | +7,610 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 6,791 | 94 | 0.0% | 0.0% | 218 | +1,755 | 34.85% | Q4 2025 | Jan 16, 2026 |
| GAMMA Investing LLC | History | Added to | 6,194 | 86 | 0.0% | 0.0% | 219 | +3,281 | 112.63% | Q4 2025 | Jan 05, 2026 |
| Vestcor Inc | History | No change | 5,654 | 79 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,061 | 70 | 0.0% | 0.0% | 221 | -39 | -0.76% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,741 | 65 | 0.0% | 0.0% | 222 | +2,369 | 99.87% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 4,598 | 64 | 0.0% | 0.0% | 223 | -4,329 | -48.49% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | No change | 3,895 | 54 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | New | 3,500 | 48 | 0.0% | — | 225 | +3,500 | New | Q4 2025 | Jan 28, 2026 |
| STRS OHIO | History | Added to | 3,263 | 45 | 0.0% | 0.0% | 226 | +6 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,162 | 44 | 0.0% | — | 227 | +3,162 | New | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3,000 | 41 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,710 | 37 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key Capital Management, INC | History | New | 2,555 | 35 | 0.03% | — | 230 | +2,555 | New | Q4 2025 | Jan 26, 2026 |
| DANSKE BANK A/S | History | No change | 2,400 | 33 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,229 | 31 | 0.0% | 0.01% | 232 | -68,462 | -96.85% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 2,191 | 31 | 0.0% | 0.0% | 233 | +1,527 | 229.97% | Q4 2025 | Jan 26, 2026 |
| Investors Research Corp | History | Reduced | 2,172 | 30 | 0.01% | 0.01% | 234 | -300 | -12.14% | Q4 2025 | Jan 06, 2026 |
| Ancora Advisors LLC | History | New | 2,110 | 29 | 0.0% | — | 235 | +2,110 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,011 | 28 | 0.0% | 0.0% | 237 | +547 | 37.36% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,048 | 28 | 0.0% | 0.0% | 236 | +478 | 30.45% | Q4 2025 | Feb 02, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 1,976 | 27 | 0.0% | — | 238 | +1,976 | New | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 1,964 | 27 | 0.0% | 0.0% | 239 | +1,213 | 161.52% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,888 | 26 | 0.0% | 0.0% | 240 | +1,014 | 116.02% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,747 | 24 | 0.0% | 0.0% | 242 | +1,186 | 211.41% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,757 | 24 | 0.0% | 0.0% | 241 | -21 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,622 | 22 | 0.0% | — | 243 | +1,622 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,606 | 22 | 0.0% | — | 244 | +1,606 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,304 | 18 | 0.0% | 0.0% | 245 | -5,228 | -80.04% | Q4 2025 | Mar 16, 2026 |
| SIGNATUREFD, LLC | History | New | 1,217 | 16 | 0.0% | — | 246 | +1,217 | New | Q4 2025 | Jan 20, 2026 |
| Bayforest Capital Ltd | History | New | 1,081 | 15 | 0.01% | — | 249 | +1,081 | New | Q4 2025 | Jan 27, 2026 |
| LRI Investments, LLC | History | Added to | 1,087 | 15 | 0.0% | 0.0% | 248 | +836 | 333.07% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 1,083 | 15 | 0.0% | 0.0% | 247 | +401 | 58.8% | Q4 2025 | Jan 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 698 | 14 | 0.0% | — | 250 | +698 | New | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | New | 857 | 12 | 0.0% | — | 251 | +857 | New | Q4 2025 | Jan 28, 2026 |
| Crewe Advisors LLC | History | No change | 738 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 712 | 9 | 0.0% | — | 254 | +712 | New | Q4 2025 | Mar 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 701 | 9 | 0.0% | 0.0% | 253 | +500 | 248.76% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 624 | 8 | 0.0% | — | 255 | +609 | 4060.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 642 | 8 | 0.0% | 0.0% | 256 | +14 | 2.23% | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 514 | 7 | 0.0% | 0.0% | 260 | -503 | -49.46% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 508 | 7 | 0.0% | — | 259 | +494 | 3528.57% | Q4 2025 | Jan 09, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 521 | 7 | 0.0% | 0.0% | 258 | +230 | 79.04% | Q4 2025 | Jan 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 537 | 7 | 0.0% | 0.0% | 257 | -129 | -19.37% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Added to | 447 | 6 | 0.0% | 0.0% | 261 | +238 | 113.88% | Q4 2025 | Feb 06, 2026 |
| Garner Asset Management Corp | History | New | 380 | 5 | 0.0% | — | 262 | +380 | New | Q4 2025 | Feb 03, 2026 |
| Quent Capital, LLC | History | Added to | 381 | 5 | 0.0% | 0.0% | 263 | +212 | 125.44% | Q4 2025 | Jan 29, 2026 |
| FIRST HORIZON CORP | History | Reduced | 259 | 3 | 0.0% | 0.0% | 264 | -218 | -45.7% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 157 | 2 | 0.0% | 0.0% | 267 | -858 | -84.53% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 197 | 2 | 0.0% | — | 276 | +197 | New | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | New | 152 | 2 | 0.0% | — | 274 | +152 | New | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 148 | 2 | 0.0% | — | 266 | +148 | New | Q4 2025 | Jan 26, 2026 |
| Cornerstone Financial Management LLC | History | New | 146 | 2 | 0.0% | — | 278 | +146 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 168 | 2 | 0.0% | — | 271 | +144 | 600.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | New | 114 | 2 | 0.0% | — | 272 | +114 | New | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Reduced | 197 | 2 | 0.0% | 0.0% | 275 | -87 | -30.63% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 186 | 2 | 0.0% | 0.0% | 265 | +4 | 2.2% | Q4 2025 | Feb 12, 2026 |
| MASECO LLP | History | Added to | 146 | 2 | 0.0% | 0.0% | 277 | +2 | 1.39% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 177 | 2 | 0.0% | 0.0% | 269 | +1 | 0.57% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | No change | 158 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McIlrath & Eck, LLC | History | No change | 184 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 144 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 126 | 1 | 0.0% | 0.01% | 286 | -336 | -72.73% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 92 | 1 | 0.0% | — | 284 | +92 | New | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 78 | 1 | 0.0% | — | 287 | +78 | New | Q4 2025 | Mar 02, 2026 |
| Manchester Capital Management LLC | History | Added to | 73 | 1 | 0.0% | 0.0% | 282 | +26 | 55.32% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 75 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 80 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 129 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 91 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Avalon Trust Co | History | No change | 100 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SOUND SHORE MANAGEMENT INC /CT/ | History | Closed out | 0 | 0 | — | 2.69% | — | -3,650,998 | -100.0% | Q3 2025 | Nov 06, 2025 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 1.58% | — | -3,535,035 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.87% | — | -3,149,878 | -100.0% | Q3 2025 | Oct 10, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,050,868 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Copeland Capital Management, LLC | History | Reduced | 25 | 0 | — | 0.88% | — | -1,889,179 | -100.0% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,237,768 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,160,662 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Blue Door Asset Management, LLC | History | Closed out | 0 | 0 | — | 10.27% | — | -876,725 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -421,841 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -322,081 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ArrowMark Colorado Holdings LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -307,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -258,996 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -245,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Reynders McVeigh Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -178,305 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Retirement Systems of Alabama | History | Closed out | 0 | 0 | — | 0.01% | — | -166,346 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156,783 | -100.0% | Q3 2025 | Nov 13, 2025 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -143,405 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -138,216 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clearline Capital LP | History | Closed out | 0 | 0 | — | 0.13% | — | -130,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.15% | — | -98,106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mubadala Investment Co PJSC | History | Closed out | 0 | 0 | — | 0.01% | — | -96,896 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.01% | — | -90,784 | -100.0% | Q3 2025 | Nov 07, 2025 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -88,728 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -80,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dean Capital Management | History | Closed out | 0 | 0 | — | 0.64% | — | -73,246 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arizona PSPRS Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -57,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Slocum, Gordon & Co LLP | History | Closed out | 0 | 0 | — | 0.95% | — | -53,253 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -45,847 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,223 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.16% | — | -40,721 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -32,758 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MAVERICK CAPITAL LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -32,328 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1 | 0 | — | 0.04% | — | -31,428 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -28,717 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -28,292 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Closed out | 0 | 0 | — | 0.02% | — | -27,500 | -100.0% | Q3 2025 | Dec 15, 2025 |
| AMERICAN ASSETS INC | History | Closed out | 0 | 0 | — | 0.19% | — | -27,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -25,790 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -25,765 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,889 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,517 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Hudson Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -23,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -19,444 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -19,148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,120 | -100.0% | Q3 2025 | Oct 15, 2025 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,651 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,470 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,551 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,064 | -100.0% | Q3 2025 | Oct 17, 2025 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -14,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,841 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.55% | — | -12,800 | -100.0% | Q3 2025 | Dec 03, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,290 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,589 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SECURIAN ASSET MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,304 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,145 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,929 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,777 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,139 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,058 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.03% | — | -6,087 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -933 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -707 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -684 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -536 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -468 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kilter Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -146 | -98.65% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 18 | 0 | — | 0.0% | — | -139 | -88.54% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -135 | -95.74% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 44 | 0 | — | 0.0% | — | -110 | -71.43% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -82 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 50 | 0 | — | 0.0% | — | -70 | -58.33% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -68 | -90.67% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bare Financial Services, Inc | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Feb 02, 2026 |
| BFSG, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Ares Financial Consulting, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 30, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CVA Family Office, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -32 | -86.49% | Q4 2025 | Jan 21, 2026 |
| MidFirst Bank | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 25, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -29 | -42.65% | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clearstead Advisors, LLC | History | Added to | 43 | 0 | — | — | — | +25 | 138.89% | Q4 2025 | Feb 09, 2026 |
| Ankerstar Wealth, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 12, 2026 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 4 | 0 | — | — | — | -19 | -82.61% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 23, 2026 |
| Boreal Capital Management LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -7 | -87.5% | Q4 2025 | Feb 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 40 | 0 | — | — | — | +5 | 14.29% | Q4 2025 | Jan 23, 2026 |
| New Millennium Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cedar Mountain Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TSFG, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gen-Wealth Partners Inc | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 50 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |