PARK NATIONAL CORP /OH/ - PRK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,263,549 | 344,466 | 0.01% | 0.01% | 1 | +48,698 | 2.2% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,638,420 | 249,334 | 0.0% | 0.0% | 2 | -14,135 | -0.86% | Q4 2025 | Jan 29, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 1,052,822 | 160,218 | 5.0% | 5.37% | 3 | -3,094 | -0.29% | Q4 2025 | Jan 05, 2026 |
| STATE STREET CORP | History | Reduced | 689,166 | 104,877 | 0.0% | 0.0% | 4 | -13,892 | -1.98% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 511,573 | 77,852 | 0.02% | 0.02% | 5 | -3,757 | -0.73% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 346,643 | 52,761 | 0.0% | 0.0% | 6 | +529 | 0.15% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 168,097 | 25,581 | 0.0% | 0.0% | 7 | -2,334 | -1.37% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 139,562 | 21,238 | 0.0% | 0.0% | 8 | -13,050 | -8.55% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 125,623 | 19,117 | 0.0% | 0.0% | 9 | +10,746 | 9.35% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 114,588 | 17,437 | 0.0% | 0.0% | 10 | -4,565 | -3.83% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,657 | 11,817 | 0.0% | 0.0% | 11 | +10,628 | 15.86% | Q4 2025 | Mar 25, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 68,222 | 10,382 | 0.01% | 0.01% | 12 | -875 | -1.27% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 64,583 | 9,828 | 0.0% | 0.0% | 13 | +8,777 | 15.73% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 53,954 | 8,210 | 0.0% | 0.0% | 14 | -423 | -0.78% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 49,503 | 7,533 | 0.03% | 0.03% | 15 | -6,279 | -11.26% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 49,267 | 7,497 | 0.01% | 24.36% | 16 | +16,982 | 52.6% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 44,960 | 6,842 | 0.0% | 0.0% | 17 | +8,584 | 23.6% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 41,622 | 6,334 | 0.0% | 0.0% | 18 | +995 | 2.45% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 38,661 | 5,883 | 0.0% | 0.01% | 19 | -1,835 | -4.53% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 38,323 | 5,831 | 0.0% | 0.0% | 20 | -5,942 | -13.42% | Q4 2025 | Feb 19, 2026 |
| Legal & General Group Plc | History | Reduced | 36,241 | 5,515 | 0.0% | 0.0% | 21 | -2,716 | -6.97% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,443 | 5,393 | 0.0% | 0.0% | 22 | -10,602 | -23.03% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 34,462 | 5,244 | 0.01% | 0.01% | 23 | -1 | -0.0% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 32,407 | 4,931 | 0.0% | 0.0% | 24 | -664 | -2.01% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,275 | 4,454 | 0.0% | 0.0% | 25 | +4,885 | 20.03% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 28,500 | 4,337 | 0.0% | 0.0% | 26 | +300 | 1.06% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 28,253 | 4,299 | 0.0% | 0.0% | 27 | -2,649 | -8.57% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 27,824 | 4,234 | 0.0% | 0.0% | 28 | +1,416 | 5.36% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 26,400 | 4,017 | 0.0% | 0.0% | 29 | +4,346 | 19.71% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 24,161 | 3,676 | 0.01% | 0.01% | 30 | +10,338 | 74.79% | Q4 2025 | Feb 17, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 22,823 | 3,473 | 0.39% | 0.43% | 31 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Edgestream Partners, L.P. | History | New | 22,173 | 3,374 | 0.09% | — | 32 | +22,173 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,170 | 3,373 | 0.0% | 0.0% | 33 | -6,478 | -22.61% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 21,053 | 3,203 | 0.01% | — | 34 | +21,053 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 20,571 | 3,130 | 0.0% | 0.0% | 35 | +1,410 | 7.36% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,736 | 3,003 | 0.0% | 0.0% | 36 | +1,490 | 8.17% | Q4 2025 | Feb 18, 2026 |
| BESSEMER GROUP INC | History | Added to | 19,553 | 2,976 | 0.0% | 0.0% | 37 | +19,450 | 18883.5% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,998 | 2,738 | 0.0% | 0.0% | 38 | -7,685 | -29.92% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 17,307 | 2,634 | 0.0% | 0.0% | 39 | -818 | -4.51% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 16,300 | 2,480 | 0.0% | 0.0% | 40 | +955 | 6.22% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,216 | 2,467 | 0.0% | 0.0% | 41 | -6,684 | -29.19% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,028 | 2,434 | 0.06% | 0.05% | 42 | +7 | 0.04% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 15,676 | 2,385 | 0.02% | — | 43 | +15,676 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 15,447 | 2,350 | 0.19% | 0.22% | 44 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 14,831 | 2,256 | 0.0% | 0.0% | 45 | -13 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,955 | 2,123 | 0.02% | 0.03% | 46 | +50 | 0.36% | Q4 2025 | Jan 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,325 | 2,027 | 0.0% | 0.0% | 47 | -894 | -6.29% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,484 | 1,899 | 0.0% | 0.0% | 48 | +3,545 | 39.66% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 12,274 | 1,867 | 0.0% | 0.0% | 49 | +592 | 5.07% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 11,884 | 1,805 | 0.0% | 0.0% | 50 | -1,486 | -11.11% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 11,774 | 1,791 | 0.24% | 0.26% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 10,844 | 1,650 | 0.0% | 0.0% | 52 | +92 | 0.86% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 10,145 | 1,543 | 0.0% | 0.0% | 53 | +250 | 2.53% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,004 | 1,522 | 0.0% | 0.0% | 54 | -487 | -4.64% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 8,994 | 1,368 | 0.0% | 0.0% | 55 | -1,295 | -12.59% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 8,565 | 1,303 | 0.0% | 0.0% | 56 | +680 | 8.62% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 8,153 | 1,240 | 0.0% | 0.01% | 57 | -2,936 | -26.48% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,072 | 1,228 | 0.01% | 0.01% | 58 | -490 | -5.72% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 8,069 | 1,227 | 0.0% | 0.0% | 59 | +298 | 3.83% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,997 | 1,216 | 0.01% | 0.01% | 60 | +127 | 1.61% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,873 | 1,198 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 7,528 | 1,145 | 0.0% | 0.0% | 62 | +2,358 | 45.61% | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 7,418 | 1,128 | 0.01% | 0.01% | 63 | +1,066 | 16.78% | Q4 2025 | Jan 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 7,316 | 1,113 | 0.0% | — | 64 | +7,316 | New | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 7,301 | 1,111 | 0.05% | 0.04% | 65 | +1,389 | 23.49% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,273 | 1,106 | 0.01% | 0.02% | 66 | -468 | -6.05% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 7,100 | 1,080 | 0.0% | — | 67 | +7,100 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,082 | 1,077 | 0.0% | 0.0% | 68 | -2,153 | -23.31% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,953 | 1,067 | 0.0% | 0.0% | 69 | +5,347 | 332.94% | Q4 2025 | Mar 20, 2026 |
| Numerai GP LLC | History | Reduced | 6,970 | 1,060 | 0.13% | 0.19% | 70 | -1,424 | -16.96% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,887 | 1,048 | 0.0% | 0.0% | 71 | -7 | -0.1% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,837 | 1,040 | 0.0% | 0.0% | 72 | -3,537 | -34.09% | Q4 2025 | Feb 10, 2026 |
| Louisiana State Employees Retirement System | History | No change | 6,600 | 1,004 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 6,088 | 991 | 0.0% | 0.0% | 74 | +1,481 | 32.15% | Q4 2025 | Feb 18, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 6,398 | 973 | 0.0% | 0.0% | 75 | -100 | -1.54% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,320 | 961 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 6,299 | 959 | 0.0% | 0.0% | 77 | +4,498 | 249.75% | Q4 2025 | Jan 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,228 | 946 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | No change | 5,936 | 903 | 0.07% | 0.08% | 79 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Added to | 5,919 | 900 | 0.01% | 0.01% | 80 | +575 | 10.76% | Q4 2025 | Feb 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 5,696 | 866 | 0.03% | 0.03% | 81 | +440 | 8.37% | Q4 2025 | Feb 17, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,393 | 820 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cypress Wealth Services, LLC | History | New | 5,250 | 798 | 0.11% | — | 83 | +5,250 | New | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,175 | 788 | 0.0% | 0.0% | 84 | -482 | -8.52% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 5,058 | 769 | 0.0% | 0.0% | 85 | -1,241 | -19.7% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,021 | 764 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 5,000 | 760 | 0.0% | 0.0% | 87 | -400 | -7.41% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,888 | 743 | 0.0% | 0.0% | 88 | -7,292 | -59.87% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,866 | 740 | 0.0% | 0.0% | 89 | +1,827 | 60.12% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | Added to | 4,775 | 726 | 0.23% | 0.25% | 90 | +21 | 0.44% | Q4 2025 | Feb 09, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 4,765 | 725 | 0.05% | 0.09% | 91 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 4,635 | 705 | 0.03% | 0.01% | 92 | +3,045 | 191.51% | Q4 2025 | Feb 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,517 | 687 | 0.0% | 0.0% | 93 | +45 | 1.01% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,490 | 683 | 0.0% | 0.0% | 94 | +16 | 0.36% | Q4 2025 | Feb 06, 2026 |
| MATAURO, LLC | History | Reduced | 4,464 | 679 | 0.1% | 0.18% | 95 | -2,422 | -35.17% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,343 | 660 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 4,172 | 635 | 0.0% | 0.0% | 97 | +76 | 1.86% | Q4 2025 | Feb 05, 2026 |
| Kennondale Capital Management LLC | History | No change | 4,108 | 625 | 0.46% | 0.51% | 98 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 4,078 | 620 | 0.0% | 0.0% | 99 | -234 | -5.43% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,868 | 619 | 0.01% | 0.01% | 100 | -562 | -12.69% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,932 | 598 | 0.0% | 0.01% | 101 | -278 | -6.6% | Q4 2025 | Feb 13, 2026 |
| Creekside Partners | History | Reduced | 3,900 | 593 | 0.25% | 0.29% | 102 | -120 | -2.99% | Q4 2025 | Feb 13, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 3,667 | 558 | 0.27% | 0.31% | 103 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,621 | 551 | 0.0% | 0.0% | 104 | -8,392 | -69.86% | Q4 2025 | Mar 09, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,595 | 547 | 0.0% | 0.01% | 105 | -548 | -13.23% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,565 | 543 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,543 | 539 | 0.0% | 0.0% | 107 | -100 | -2.74% | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 3,511 | 534 | 0.03% | — | 108 | +3,511 | New | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | New | 3,480 | 529 | 0.01% | — | 109 | +3,480 | New | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 3,426 | 521 | 0.03% | — | 110 | +3,426 | New | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,404 | 518 | 0.0% | 0.01% | 111 | -285 | -7.73% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,402 | 517 | 0.0% | 0.0% | 112 | +1,033 | 43.6% | Q4 2025 | Jan 29, 2026 |
| Jackson Wealth Management, LLC | History | No change | 3,384 | 515 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,277 | 499 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,277 | 498 | 0.01% | 0.01% | 115 | +53 | 1.64% | Q4 2025 | Feb 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,241 | 493 | 0.01% | — | 116 | +3,241 | New | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | New | 3,228 | 491 | 0.05% | — | 117 | +3,228 | New | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,100 | 471 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 3,074 | 467 | 0.0% | 0.0% | 119 | -819 | -21.04% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Reduced | 3,030 | 461 | 0.0% | 0.0% | 120 | -2 | -0.07% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 3,029 | 460 | 0.0% | 0.0% | 121 | +700 | 30.06% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,938 | 458 | 0.0% | 0.0% | 123 | +43 | 1.49% | Q4 2025 | Jan 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,017 | 458 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ProShare Advisors LLC | History | Added to | 2,879 | 438 | 0.0% | 0.0% | 124 | +93 | 3.34% | Q4 2025 | Feb 06, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,823 | 429 | 0.04% | — | 125 | +2,823 | New | Q4 2025 | Feb 17, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 2,780 | 423 | 0.15% | 0.16% | 126 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 2,740 | 416 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Advisors | History | Reduced | 2,731 | 415 | 0.03% | 0.03% | 129 | -33 | -1.19% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,732 | 415 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,726 | 414 | 0.0% | — | 131 | +2,726 | New | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,727 | 414 | 0.0% | 0.0% | 130 | -664 | -19.58% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 2,707 | 411 | 0.0% | 0.0% | 132 | +20 | 0.74% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,475 | 376 | 0.0% | 0.01% | 133 | -53 | -2.1% | Q4 2025 | Jan 29, 2026 |
| SummitTX Capital, L.P. | History | New | 2,382 | 362 | 0.01% | — | 134 | +2,382 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,354 | 358 | 0.0% | 0.0% | 135 | +323 | 15.9% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 2,348 | 357 | 0.0% | 0.0% | 136 | +848 | 56.53% | Q4 2025 | Jan 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,325 | 353 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 2,318 | 352 | 0.05% | — | 138 | +2,318 | New | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | New | 2,308 | 351 | 0.01% | — | 139 | +2,308 | New | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,227 | 338 | 0.0% | — | 140 | +2,227 | New | Q4 2025 | Feb 17, 2026 |
| Sensible Money, LLC | History | Added to | 2,225 | 338 | 0.11% | 0.12% | 141 | +4 | 0.18% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,217 | 337 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,128 | 323 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,090 | 318 | 0.0% | 0.0% | 144 | +64 | 3.16% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,085 | 317 | 0.01% | 0.01% | 145 | -80 | -3.7% | Q4 2025 | Feb 02, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,080 | 316 | 0.01% | 0.01% | 146 | +24 | 1.17% | Q4 2025 | Feb 17, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,050 | 312 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,038 | 310 | 0.0% | 0.0% | 148 | -2 | -0.1% | Q4 2025 | Feb 09, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 2,015 | 306 | 0.1% | 0.11% | 149 | -26 | -1.27% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,968 | 299 | 0.0% | 0.0% | 150 | +297 | 17.77% | Q4 2025 | Feb 09, 2026 |
| Peak Retirement Planning, Inc. | History | New | 1,940 | 295 | 0.07% | — | 151 | +1,940 | New | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,926 | 293 | 0.01% | 0.01% | 152 | +66 | 3.55% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 1,924 | 292 | 0.01% | — | 153 | +1,924 | New | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,913 | 291 | 0.0% | 0.0% | 154 | -2,469 | -56.34% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 1,877 | 285 | 0.0% | — | 155 | +1,877 | New | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 1,835 | 279 | 0.01% | — | 156 | +1,835 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,790 | 272 | 0.0% | 0.0% | 158 | +378 | 26.77% | Q4 2025 | Feb 03, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,791 | 272 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,779 | 270 | 0.0% | 0.0% | 159 | -8 | -0.45% | Q4 2025 | Jan 15, 2026 |
| ALGERT GLOBAL LLC | History | No change | 1,725 | 263 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Reduced | 1,720 | 261 | 0.01% | 0.01% | 161 | -50 | -2.82% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,713 | 260 | 0.0% | 0.0% | 162 | -49 | -2.78% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,703 | 259 | 0.0% | — | 163 | +1,703 | New | Q4 2025 | Feb 04, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,653 | 251 | 0.01% | — | 164 | +1,653 | New | Q4 2025 | Feb 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,635 | 248 | 0.0% | 0.0% | 165 | +33 | 2.06% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | No change | 1,636 | 248 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Plan A Wealth LLC | History | No change | 1,625 | 247 | 0.12% | 0.13% | 167 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,620 | 246 | 0.01% | 0.02% | 170 | -3,977 | -71.06% | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 1,617 | 246 | 0.02% | — | 168 | +1,617 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,617 | 246 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,599 | 244 | 0.0% | 0.0% | 171 | -28 | -1.72% | Q4 2025 | Jan 28, 2026 |
| Walleye Capital LLC | History | New | 1,586 | 241 | 0.0% | — | 172 | +1,586 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 1,565 | 238 | 0.0% | — | 173 | +1,565 | New | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,567 | 238 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Engineers Gate Manager LP | History | New | 1,554 | 236 | 0.0% | — | 176 | +1,554 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,532 | 236 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 1,510 | 229 | 0.0% | — | 177 | +1,510 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,511 | 229 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | No change | 1,505 | 229 | 0.01% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fruth Investment Management | History | No change | 1,500 | 228 | 0.06% | 0.07% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Verition Fund Management LLC | History | Reduced | 1,483 | 225 | 0.0% | 0.0% | 181 | -2,657 | -64.18% | Q4 2025 | Feb 13, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 1,453 | 221 | 0.09% | 0.09% | 182 | +8 | 0.55% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,436 | 218 | 0.0% | 0.0% | 183 | -219 | -13.23% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,424 | 216 | 0.0% | 0.0% | 184 | -1,916 | -57.37% | Q4 2025 | Feb 11, 2026 |
| PDS Planning, Inc | History | Added to | 1,377 | 209 | 0.01% | 0.02% | 185 | +6 | 0.44% | Q4 2025 | Jan 26, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,376 | 209 | 0.06% | 0.07% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,347 | 204 | 0.0% | 0.0% | 187 | -1 | -0.07% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,281 | 194 | 0.0% | 0.0% | 188 | +1 | 0.08% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,261 | 191 | 0.01% | 0.01% | 189 | -24 | -1.87% | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,248 | 190 | 0.0% | — | 190 | +1,248 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,240 | 188 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,189 | 180 | 0.0% | 0.0% | 192 | -58 | -4.65% | Q4 2025 | Feb 17, 2026 |
| Stephens Consulting, LLC | History | No change | 1,143 | 173 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,011 | 153 | 0.0% | 0.0% | 194 | -425 | -29.6% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 947 | 144 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 880 | 133 | 0.0% | 0.0% | 196 | -1,700 | -65.89% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 861 | 131 | 0.0% | 0.0% | 197 | -166 | -16.16% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 826 | 125 | 0.0% | — | 198 | +826 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 787 | 119 | 0.01% | — | 199 | +787 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 780 | 118 | 0.0% | 0.0% | 200 | +59 | 8.18% | Q4 2025 | Jan 20, 2026 |
| Mechanics Financial Corp | History | Added to | 728 | 110 | 0.04% | 0.02% | 201 | +453 | 164.73% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Reduced | 688 | 104 | 0.0% | 0.0% | 202 | -266 | -27.88% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 628 | 95 | 0.0% | 0.0% | 203 | +74 | 13.36% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 525 | 79 | 0.0% | 0.0% | 204 | +19 | 3.75% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 498 | 75 | 0.01% | — | 205 | +498 | New | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 482 | 74 | 0.01% | 0.01% | 207 | +12 | 2.55% | Q4 2025 | Jan 28, 2026 |
| KBC Group NV | History | No change | 486 | 74 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 433 | 66 | 0.0% | 0.0% | 208 | +21 | 5.1% | Q4 2025 | Jan 26, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 300 | 45 | 0.03% | — | 210 | +300 | New | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 45 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 282 | 42 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | Added to | 200 | 30 | 0.0% | 0.0% | 212 | +100 | 100.0% | Q4 2025 | Feb 02, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 178 | 27 | 0.0% | 0.0% | 213 | +30 | 20.27% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | No change | 166 | 25 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 162 | 24 | 0.0% | 0.0% | 215 | -69 | -29.87% | Q4 2025 | Mar 16, 2026 |
| Laurel Wealth Advisors LLC | History | New | 154 | 23 | 0.0% | — | 216 | +154 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 146 | 22 | 0.0% | 0.0% | 217 | +2 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 144 | 22 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 141 | 21 | 0.0% | 0.0% | 219 | -33 | -18.97% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 102 | 16 | 0.0% | 0.0% | 220 | +9 | 9.68% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 102 | 15 | 0.0% | 0.0% | 223 | +91 | 827.27% | Q4 2025 | Jan 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 96 | 15 | 0.0% | 0.0% | 222 | +74 | 336.36% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 105 | 15 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Added to | 84 | 12 | 0.0% | 0.0% | 224 | +30 | 55.56% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76 | 11 | 0.0% | 0.0% | 225 | +15 | 24.59% | Q4 2025 | Jan 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 63 | 9 | 0.0% | 0.01% | 227 | -66 | -51.16% | Q4 2025 | Feb 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 64 | 9 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 57 | 8 | 0.0% | — | 230 | +57 | New | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 55 | 8 | 0.0% | 0.0% | 228 | -1 | -1.79% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 55 | 8 | 0.0% | 0.0% | 229 | +1 | 1.85% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 51 | 7 | 0.0% | 0.0% | 232 | +1 | 2.0% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 50 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quarry LP | History | Reduced | 39 | 5 | 0.0% | 0.01% | 235 | -186 | -82.67% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 38 | 5 | 0.0% | — | 234 | +38 | New | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 34 | 5 | 0.0% | 0.0% | 236 | +10 | 41.67% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 34 | 5 | 0.0% | 0.0% | 233 | +9 | 36.0% | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | New | 30 | 4 | 0.0% | — | 237 | +30 | New | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | Reduced | 24 | 3 | 0.0% | 0.0% | 238 | -207 | -89.61% | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 14 | 2 | 0.0% | — | 241 | +14 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 14 | 2 | 0.0% | — | 242 | +14 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 13 | 1 | 0.0% | — | 251 | +13 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 11 | 1 | 0.0% | — | 247 | +11 | New | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | New | 8 | 1 | 0.0% | — | 249 | +8 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 7 | 1 | 0.0% | — | 248 | +7 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7 | 1 | 0.0% | — | 250 | +7 | New | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 8 | 1 | 0.0% | — | 245 | +3 | 60.0% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 11 | 1 | 0.0% | 0.0% | 246 | -1 | -8.33% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 11 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,305 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,467 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,250 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Arbor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,092 | -100.0% | Q3 2025 | Oct 21, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.09% | — | -2,336 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,435 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Meridian Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,310 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,305 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Everhart Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,250 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,101 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CIBC Private Wealth Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 03, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Jan 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CVA Family Office, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |