Q2 Holdings, Inc. - QTWO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 9,765,149 | 704,653 | 0.01% | 0.01% | 1 | +96,055 | 0.99% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,995,133 | 576,928 | 0.01% | 0.01% | 2 | +82,827 | 1.05% | Q4 2025 | Jan 29, 2026 |
| Capital Research Global Investors | History | Added to | 3,141,044 | 226,657 | 0.04% | 0.02% | 3 | +1,454,076 | 86.19% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 2,694,718 | 194,450 | 0.54% | 0.4% | 4 | +553,713 | 25.86% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 2,423,363 | 174,869 | 0.01% | 0.01% | 5 | -1,375 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 1,847,501 | 133,315 | 2.24% | 2.24% | 6 | -78,495 | -4.08% | Q4 2025 | Feb 02, 2026 |
| WASATCH ADVISORS LP | History | New | 1,833,024 | 132,271 | 0.79% | — | 7 | +1,833,024 | New | Q4 2025 | Feb 12, 2026 |
| TREMBLANT CAPITAL GROUP | History | Added to | 1,813,697 | 130,876 | 3.34% | 2.67% | 8 | +1,456,565 | 407.85% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,663,575 | 120,044 | 0.18% | — | 9 | +1,663,575 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,485,446 | 107,206 | 0.01% | 0.01% | 10 | -2,769 | -0.19% | Q4 2025 | Feb 09, 2026 |
| North Reef Capital Management LP | History | Reduced | 1,215,000 | 87,674 | 3.53% | 5.72% | 11 | -475,000 | -28.11% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,175,229 | 84,804 | 0.04% | 0.04% | 12 | +28,565 | 2.49% | Q4 2025 | Feb 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,096,783 | 79,143 | 0.05% | 0.05% | 13 | -14,509 | -1.31% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 950,214 | 68,567 | 0.0% | 0.0% | 14 | -38,513 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Junto Capital Management LP | History | New | 917,910 | 66,236 | 1.46% | — | 15 | +917,910 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 749,861 | 54,113 | 0.01% | 0.01% | 16 | +148,558 | 24.71% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 689,801 | 49,776 | 0.08% | 0.1% | 17 | -98,573 | -12.5% | Q4 2025 | Feb 12, 2026 |
| Tensile Capital Management LP | History | Reduced | 679,767 | 49,052 | 6.35% | 7.05% | 18 | -100,000 | -12.82% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 661,767 | 47,753 | 0.01% | — | 19 | +661,767 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 648,220 | 46,775 | 0.04% | — | 20 | +648,220 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 641,435 | 46,285 | 0.0% | 0.0% | 21 | +11,670 | 1.85% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 638,312 | 46,060 | 0.01% | 0.01% | 22 | +101,986 | 19.02% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 631,532 | 45,571 | 0.01% | 0.01% | 23 | -21,146 | -3.24% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 623,057 | 44,959 | 0.0% | — | 24 | +623,057 | New | Q4 2025 | Feb 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 616,524 | 44,488 | 0.01% | 0.05% | 25 | -1,422,892 | -69.77% | Q4 2025 | Jan 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 613,103 | 44,241 | 0.01% | 0.01% | 26 | +5,225 | 0.86% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 568,016 | 40,988 | 0.12% | 0.16% | 27 | -145,800 | -20.43% | Q4 2025 | Feb 06, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 552,712 | 39,883 | 0.05% | 0.04% | 28 | +151,201 | 37.66% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 520,658 | 37,570 | 0.05% | 0.02% | 29 | +375,523 | 258.74% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 517,595 | 37,351 | 0.0% | 0.0% | 30 | -35,763 | -6.46% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 516,279 | 37,254 | 0.0% | 0.01% | 31 | -212,690 | -29.18% | Q4 2025 | Mar 25, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 513,970 | 37,088 | 0.07% | 0.1% | 32 | -199,718 | -27.98% | Q4 2025 | Mar 16, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | New | 460,384 | 33,246 | 7.15% | — | 33 | +460,384 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 449,966 | 32,469 | 0.01% | 0.01% | 34 | -559,980 | -55.45% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 448,684 | 32,377 | 0.01% | 0.01% | 35 | +191,817 | 74.68% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 443,837 | 32,027 | 0.01% | 0.01% | 36 | +10,896 | 2.52% | Q4 2025 | Feb 10, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 421,670 | 30,427 | 0.94% | 1.17% | 37 | -81,279 | -16.16% | Q4 2025 | Feb 09, 2026 |
| Hood River Capital Management LLC | History | Reduced | 393,041 | 28,361 | 0.31% | 0.51% | 38 | -200,571 | -33.79% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 372,466 | 26,877 | 0.04% | 0.04% | 39 | -27,145 | -6.79% | Q4 2025 | Feb 05, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 368,010 | 26,555 | 0.4% | 0.4% | 40 | -17,109 | -4.44% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 363,846 | 26,255 | 0.0% | 0.0% | 41 | -155 | -0.04% | Q4 2025 | Feb 11, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 355,407 | 25,646 | 2.1% | 2.4% | 42 | -447,790 | -55.75% | Q4 2025 | Feb 17, 2026 |
| Pembroke Management, LTD | History | Added to | 343,134 | 24,760 | 2.56% | 2.22% | 43 | +34,613 | 11.22% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 337,500 | 24,354 | 0.03% | 0.02% | 44 | +42,741 | 14.5% | Q4 2025 | Feb 13, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 336,860 | 24,307 | 0.89% | 0.81% | 45 | +44,600 | 15.26% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 324,900 | 23,444 | 0.05% | 0.01% | 46 | +223,600 | 220.73% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 299,002 | 21,575 | 0.01% | 0.01% | 47 | -2,915 | -0.97% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 298,987 | 21,574 | 0.02% | 0.02% | 48 | -21,590 | -6.73% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | Reduced | 297,014 | 21,432 | 0.03% | 0.04% | 49 | -16,692 | -5.32% | Q4 2025 | Jan 16, 2026 |
| Tidal Investments LLC | History | Reduced | 288,006 | 20,782 | 0.05% | 0.04% | 50 | -6,368 | -2.16% | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 282,110 | 20,357 | 0.11% | — | 51 | +282,110 | New | Q4 2025 | Jan 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 281,749 | 20,331 | 0.99% | 1.11% | 52 | -15,496 | -5.21% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 273,672 | 19,748 | 0.01% | — | 53 | +273,672 | New | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 271,495 | 19,591 | 0.05% | 0.05% | 54 | +62,440 | 29.87% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 247,503 | 17,859 | 0.07% | 0.05% | 55 | +58,228 | 30.76% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 232,072 | 16,746 | 0.0% | 0.0% | 56 | +47,274 | 25.58% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Added to | 221,009 | 15,948 | 0.0% | 0.0% | 57 | +61,588 | 38.63% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 216,419 | 15,616 | 0.05% | 0.06% | 58 | -27,130 | -11.14% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 215,871 | 15,577 | 0.01% | 0.01% | 59 | -21,488 | -9.05% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 209,160 | 15,092 | 0.2% | 0.24% | 60 | -37,701 | -15.27% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 206,970 | 14,934 | 0.0% | 0.01% | 61 | -196,947 | -48.76% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 204,839 | 14,781 | 0.1% | 0.1% | 62 | +1,094 | 0.54% | Q4 2025 | Feb 17, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 189,042 | 13,641 | 2.15% | 2.09% | 63 | -9,357 | -4.72% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 175,362 | 12,654 | 0.01% | 0.01% | 64 | -120,315 | -40.69% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 169,477 | 12,229 | 0.01% | 0.01% | 65 | -2,206 | -1.28% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 164,930 | 11,901 | 0.0% | 0.0% | 66 | +34,890 | 26.83% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 161,914 | 11,683 | 0.0% | 0.0% | 67 | -5,593 | -3.34% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 160,857 | 11,607 | 0.01% | 0.01% | 68 | -17,331 | -9.73% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 151,034 | 10,898 | 0.0% | 0.0% | 69 | -57,055 | -27.42% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 150,530 | 10,862 | 0.01% | 0.0% | 70 | +70,084 | 87.12% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 147,300 | 10,629 | 0.01% | 0.01% | 71 | +26,700 | 22.14% | Q4 2025 | Feb 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 143,243 | 10,336 | 0.32% | 0.21% | 72 | +46,903 | 48.68% | Q4 2025 | Jan 28, 2026 |
| Curi Capital, LLC | History | Added to | 141,499 | 10,210 | 0.18% | 0.14% | 73 | +39,024 | 38.08% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 139,729 | 10,082 | 0.0% | 0.0% | 74 | +1,291 | 0.93% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 136,871 | 9,876 | 0.0% | 0.0% | 75 | +92,318 | 207.21% | Q4 2025 | Feb 10, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 136,846 | 9,874 | 0.17% | 0.17% | 76 | +100 | 0.07% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 133,615 | 9,641 | 0.33% | 0.12% | 77 | +91,719 | 218.92% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 123,100 | 8,882 | 0.01% | 0.01% | 78 | +2,400 | 1.99% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 118,626 | 8,560 | 0.0% | 0.0% | 79 | +90,626 | 323.66% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 110,605 | 7,981 | 0.0% | 0.0% | 80 | +928 | 0.85% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Added to | 110,167 | 7,949 | 0.01% | 0.01% | 81 | +16,469 | 17.58% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 107,193 | 7,735 | 0.02% | 0.02% | 82 | +1,438 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 105,000 | 7,576 | 0.01% | 0.01% | 83 | -251 | -0.24% | Q4 2025 | Jan 23, 2026 |
| Pier Capital, LLC | History | Added to | 104,763 | 7,559 | 1.21% | 1.04% | 84 | +12,835 | 13.96% | Q4 2025 | Feb 03, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 102,108 | 7,445 | 0.01% | 0.01% | 85 | -13,729 | -11.85% | Q4 2025 | Jan 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 97,632 | 7,046 | 0.01% | 0.01% | 86 | -15,598 | -13.78% | Q4 2025 | Feb 13, 2026 |
| ALGEBRIS (UK) LTD | History | Reduced | 95,200 | 6,872 | 0.55% | 0.86% | 87 | -9,223 | -8.83% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 93,841 | 6,771 | 0.27% | 0.28% | 88 | -10,396 | -9.97% | Q4 2025 | Feb 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 93,828 | 6,770 | 0.03% | 0.03% | 89 | +8,207 | 9.59% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 93,262 | 6,729 | 0.01% | — | 90 | +93,262 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 91,717 | 6,618 | 0.0% | 0.0% | 91 | -22,254 | -19.53% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 90,600 | 6,537 | 0.01% | 0.0% | 92 | +43,300 | 91.54% | Q4 2025 | Feb 12, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 90,322 | 6,517 | 0.03% | 0.11% | 93 | -300,786 | -76.91% | Q4 2025 | Feb 17, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 85,199 | 6,147 | 0.48% | 0.49% | 94 | -13,788 | -13.93% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 82,973 | 5,987 | 0.0% | 0.0% | 95 | +4,405 | 5.61% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 76,846 | 5,545 | 0.15% | 0.19% | 96 | -9,300 | -10.8% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 75,626 | 5,457 | 0.0% | 0.0% | 97 | +18,990 | 33.53% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 74,135 | 5,349 | 0.01% | 0.01% | 98 | -3,988 | -5.1% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 73,098 | 5,274 | 0.05% | 0.04% | 99 | +22,613 | 44.79% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 72,960 | 5,264 | 0.01% | 0.01% | 100 | +6,955 | 10.54% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 66,668 | 4,810 | 0.02% | 0.01% | 101 | +45,595 | 216.37% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 65,691 | 4,740 | 0.05% | 0.05% | 102 | -217 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Penserra Capital Management LLC | History | Reduced | 65,078 | 4,696 | 0.06% | 0.07% | 103 | -14,892 | -18.62% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 63,284 | 4,571 | 0.01% | 0.01% | 104 | -549 | -0.86% | Q4 2025 | Jan 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 62,457 | 4,506 | 0.01% | 0.0% | 105 | +31,770 | 103.53% | Q4 2025 | Feb 17, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 62,300 | 4,495 | 0.12% | 0.11% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 60,799 | 4,387 | 0.0% | 0.0% | 107 | -6,086 | -9.1% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 60,722 | 4,381 | 0.19% | 0.48% | 108 | -81,650 | -57.35% | Q4 2025 | Jan 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 58,616 | 4,229 | 0.0% | 0.0% | 109 | -54 | -0.09% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 57,709 | 4,164 | 0.0% | 0.04% | 110 | -473,945 | -89.15% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 54,105 | 3,904 | 0.0% | 0.0% | 111 | +2,110 | 4.06% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 49,764 | 3,590 | 0.0% | 0.02% | 112 | -527,758 | -91.38% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 48,818 | 3,522 | 0.0% | 0.01% | 113 | -564,916 | -92.05% | Q4 2025 | Feb 11, 2026 |
| G2 Investment Partners Management LLC | History | New | 47,971 | 3,461 | 0.82% | — | 114 | +47,971 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 47,621 | 3,436 | 0.02% | 0.03% | 115 | -35,912 | -42.99% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 46,547 | 3,358 | 0.01% | 0.02% | 116 | -8,254 | -15.06% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 44,961 | 3,244 | 0.0% | 0.0% | 117 | +15,126 | 50.7% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 44,577 | 3,217 | 0.01% | 0.01% | 118 | -2,081 | -4.46% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 55,617 | 3,194 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| New Age Alpha Advisors, LLC | History | New | 42,688 | 3,080 | 0.13% | — | 120 | +42,688 | New | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Reduced | 40,500 | 2,922 | 0.01% | 0.01% | 121 | -4,900 | -10.79% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,738 | 2,723 | 0.01% | 0.01% | 122 | +1,456 | 4.01% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 34,947 | 2,521 | 0.02% | 0.02% | 123 | +5,826 | 20.01% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 34,409 | 2,482 | 0.01% | 0.01% | 124 | -1,997 | -5.49% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 34,270 | 2,472 | 0.01% | — | 125 | +34,270 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 33,898 | 2,446 | 0.0% | 0.0% | 126 | +10,503 | 44.89% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | New | 32,703 | 2,359 | 0.03% | — | 127 | +32,703 | New | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 31,840 | 2,297 | 0.02% | 0.02% | 128 | +398 | 1.27% | Q4 2025 | Jan 23, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 31,324 | 2,260 | 0.14% | 0.15% | 129 | -845 | -2.63% | Q4 2025 | Jan 23, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 31,034 | 2,239 | 0.01% | 0.01% | 130 | +2,913 | 10.36% | Q4 2025 | Jan 30, 2026 |
| Bridgewater Associates, LP | History | Reduced | 29,616 | 2,137 | 0.01% | 0.02% | 131 | -25,398 | -46.17% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 28,893 | 2,084 | 0.0% | 0.0% | 132 | -29 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 28,600 | 2,063 | 0.04% | 0.03% | 133 | -100 | -0.35% | Q4 2025 | Jan 16, 2026 |
| Motley Fool Asset Management LLC | History | Added to | 28,256 | 2,038 | 0.08% | 0.07% | 134 | +4,733 | 20.12% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Added to | 27,300 | 1,969 | 0.06% | 0.04% | 135 | +8,419 | 44.59% | Q4 2025 | Feb 10, 2026 |
| Future Fund LLC | History | Added to | 27,300 | 1,969 | 0.62% | 0.48% | 136 | +8,419 | 44.59% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 26,937 | 1,944 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 26,102 | 1,883 | 0.01% | — | 138 | +26,102 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 25,592 | 1,846 | 0.01% | — | 139 | +25,592 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 25,280 | 1,824 | 0.03% | 0.02% | 140 | +6,540 | 34.9% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 24,159 | 1,743 | 0.02% | 0.0% | 141 | +19,173 | 384.54% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 27,424 | 1,679 | 0.01% | 0.01% | 142 | +352 | 1.3% | Q4 2025 | Feb 18, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 23,005 | 1,660 | 0.36% | 0.23% | 143 | +11,956 | 108.21% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 22,692 | 1,637 | 0.0% | 0.0% | 144 | -3,968 | -14.88% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 22,683 | 1,636 | 0.02% | 0.02% | 145 | -4,963 | -17.95% | Q4 2025 | Feb 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,378 | 1,614 | 0.0% | 0.0% | 146 | +952 | 4.44% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,513 | 1,552 | 0.0% | 0.0% | 147 | -1,080 | -4.78% | Q4 2025 | Jan 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 19,927 | 1,437 | 0.0% | — | 148 | +19,927 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 19,863 | 1,433 | 0.0% | 0.0% | 149 | -12,009 | -37.68% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 18,713 | 1,350 | 0.02% | 0.0% | 150 | +14,277 | 321.84% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 18,335 | 1,323 | 0.01% | 0.01% | 151 | -611 | -3.22% | Q4 2025 | Jan 28, 2026 |
| AMALGAMATED BANK | History | Added to | 18,136 | 1,309 | 0.01% | 0.01% | 152 | +145 | 0.81% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 17,520 | 1,264 | 0.01% | 0.01% | 153 | -916 | -4.97% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 17,210 | 1,241 | 0.02% | 0.02% | 154 | +253 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 16,996 | 1,226 | 0.01% | 0.01% | 155 | -457 | -2.62% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 16,253 | 1,172 | 0.01% | — | 156 | +16,253 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,187 | 1,168 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 15,550 | 1,122 | 0.01% | 0.01% | 158 | -450 | -2.81% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 15,480 | 1,117 | 0.01% | 0.01% | 159 | -422 | -2.65% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,920 | 1,080 | 0.01% | 0.01% | 160 | -2,457 | -12.68% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 14,733 | 1,064 | 0.0% | 0.0% | 161 | +3,094 | 26.58% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,429 | 1,041 | 0.0% | 0.01% | 162 | -3,591 | -19.93% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Reduced | 14,304 | 1,032 | 0.0% | 0.0% | 163 | -6,528 | -31.34% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 14,300 | 1,031 | 0.01% | 0.01% | 164 | +200 | 1.42% | Q4 2025 | Feb 04, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 13,918 | 1,004 | 0.23% | 0.17% | 165 | +108 | 0.78% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 13,500 | 974 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,300 | 959 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,026 | 939 | 0.01% | 0.01% | 168 | +11 | 0.08% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,832 | 926 | 0.0% | 0.01% | 169 | -16,947 | -56.91% | Q4 2025 | Jan 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 12,682 | 915 | 0.0% | 0.0% | 170 | -15,433 | -54.89% | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 12,643 | 912 | 0.01% | 0.0% | 171 | +8,528 | 207.24% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 12,210 | 881 | 0.0% | 0.0% | 172 | +402 | 3.4% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 11,969 | 863 | 0.01% | — | 173 | +11,969 | New | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,800 | 851 | 0.0% | 0.0% | 174 | -1,800 | -13.24% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,342 | 818 | 0.01% | 0.01% | 175 | +1,058 | 10.29% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | Added to | 11,196 | 807 | 0.15% | 0.13% | 176 | +1,400 | 14.29% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 10,849 | 782 | 0.0% | 0.0% | 177 | +5,960 | 121.91% | Q4 2025 | Feb 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 10,132 | 731 | 0.02% | 0.02% | 178 | +1,470 | 16.97% | Q4 2025 | Jan 26, 2026 |
| 1492 Capital Management LLC | History | New | 9,920 | 715 | 0.27% | — | 179 | +9,920 | New | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,893 | 713 | 0.0% | — | 180 | +9,893 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 9,859 | 711 | 0.0% | 0.0% | 181 | +7,991 | 427.78% | Q4 2025 | Jan 26, 2026 |
| Laurion Capital Management LP | History | New | 9,827 | 709 | 0.03% | — | 182 | +9,827 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,814 | 708 | 0.0% | 0.0% | 183 | +695 | 7.62% | Q4 2025 | Jan 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,580 | 691 | 0.0% | 0.0% | 184 | +84 | 0.88% | Q4 2025 | Jan 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 9,174 | 661 | 0.01% | 0.01% | 185 | +197 | 2.19% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,915 | 643 | 0.0% | 0.0% | 186 | -1,129 | -11.24% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,324 | 600 | 0.0% | 0.0% | 187 | +26 | 0.31% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 8,202 | 591 | 0.0% | — | 188 | +8,202 | New | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 8,123 | 586 | 0.0% | — | 189 | +8,123 | New | Q4 2025 | Feb 09, 2026 |
| Inspire Investing, LLC | History | Added to | 8,004 | 577 | 0.05% | 0.05% | 190 | +641 | 8.71% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 7,777 | 561 | 0.0% | 0.0% | 191 | +2,078 | 36.46% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,489 | 540 | 0.0% | 0.0% | 192 | +2,741 | 57.73% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 7,409 | 534 | 0.01% | — | 193 | +7,409 | New | Q4 2025 | Feb 12, 2026 |
| Numerai GP LLC | History | New | 7,328 | 528 | 0.06% | — | 194 | +7,328 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 7,285 | 525 | 0.0% | 0.0% | 195 | +2,869 | 64.97% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,273 | 511 | 0.0% | — | 196 | +7,273 | New | Q4 2025 | Jan 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 7,039 | 507 | 0.01% | — | 197 | +7,039 | New | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Reduced | 6,757 | 487 | 0.02% | 0.03% | 198 | -370 | -5.19% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,689 | 482 | 0.0% | 0.0% | 199 | -1,789 | -21.1% | Q4 2025 | Feb 17, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 6,600 | 476 | 0.12% | 0.13% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peirce Capital Management, LLC | History | New | 6,501 | 469 | 0.19% | — | 201 | +6,501 | New | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,394 | 461 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 6,319 | 455 | 0.03% | 0.06% | 203 | -5,343 | -45.82% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,195 | 447 | 0.0% | 0.0% | 204 | +374 | 6.43% | Q4 2025 | Feb 06, 2026 |
| Keebeck Wealth Management | History | Added to | 6,057 | 437 | 0.05% | 0.05% | 205 | +341 | 5.97% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 5,808 | 419 | 0.21% | 0.22% | 206 | +80 | 1.4% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 6,674 | 406 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,606 | 404 | 0.0% | — | 208 | +5,606 | New | Q4 2025 | Feb 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 5,551 | 400 | 0.06% | — | 209 | +5,551 | New | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 5,537 | 399 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 5,407 | 390 | 0.0% | 0.0% | 211 | -6,323 | -53.9% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 5,144 | 371 | 0.04% | 0.02% | 212 | +2,732 | 113.27% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,128 | 370 | 0.0% | 0.04% | 213 | -140,957 | -96.49% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 5,054 | 364 | 0.01% | 0.01% | 214 | -147 | -2.83% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 4,921 | 355 | 0.0% | 0.0% | 215 | +34 | 0.7% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 4,585 | 330 | 0.01% | 0.01% | 216 | +1,669 | 57.24% | Q4 2025 | Feb 06, 2026 |
| INCEPTIONR LLC | History | New | 4,446 | 320 | 0.09% | — | 217 | +4,446 | New | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,418 | 318 | 0.0% | 0.0% | 218 | -12,540 | -73.95% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 4,507 | 312 | 0.0% | 0.0% | 219 | +1,333 | 42.0% | Q4 2025 | Feb 03, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 4,204 | 309 | 0.02% | 0.02% | 220 | -3,150 | -42.83% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,119 | 297 | 0.0% | — | 221 | +4,119 | New | Q4 2025 | Feb 12, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 4,000 | 297 | 0.02% | — | 222 | +4,000 | New | Q4 2025 | Feb 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 4,111 | 296 | 0.0% | 0.0% | 223 | +1,086 | 35.9% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,038 | 291 | 0.0% | 0.0% | 224 | +1,122 | 38.48% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,017 | 289 | 0.14% | 0.16% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,901 | 285 | 0.0% | 0.0% | 226 | -729 | -15.75% | Q4 2025 | Feb 18, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 3,903 | 281 | 0.05% | 0.18% | 227 | -11,447 | -74.57% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 3,810 | 274 | 0.01% | 0.01% | 228 | +131 | 3.56% | Q4 2025 | Feb 04, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,750 | 270 | 0.02% | 0.02% | 229 | +667 | 21.63% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,676 | 265 | 0.2% | 0.2% | 230 | -2,113 | -36.5% | Q4 2025 | Jan 27, 2026 |
| Qsemble Capital Management, LP | History | New | 3,593 | 259 | 0.02% | — | 231 | +3,593 | New | Q4 2025 | Feb 05, 2026 |
| Alta Wealth Advisors LLC | History | New | 3,580 | 258 | 0.09% | — | 232 | +3,580 | New | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,561 | 256 | 0.0% | — | 233 | +3,561 | New | Q4 2025 | Feb 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,490 | 251 | 0.0% | — | 234 | +3,490 | New | Q4 2025 | Feb 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,436 | 248 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,423 | 247 | 0.01% | 0.01% | 236 | -1,038 | -23.27% | Q4 2025 | Feb 19, 2026 |
| CIBC Asset Management Inc | History | New | 3,422 | 246 | 0.0% | — | 237 | +3,422 | New | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | New | 3,406 | 245 | 0.0% | — | 238 | +3,406 | New | Q4 2025 | Mar 09, 2026 |
| NATIXIS | History | New | 3,244 | 234 | 0.0% | — | 239 | +3,244 | New | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 3,022 | 218 | 0.0% | — | 240 | +3,022 | New | Q4 2025 | Jan 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 2,956 | 213 | 0.03% | 0.03% | 241 | +11 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,831 | 204 | 0.0% | 0.01% | 242 | -188,112 | -98.52% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 2,788 | 201 | 0.01% | — | 243 | +2,788 | New | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 2,077 | 149 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,039 | 147 | 0.0% | 0.0% | 245 | +42 | 2.1% | Q4 2025 | Jan 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,924 | 141 | 0.0% | — | 246 | +1,924 | New | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 1,821 | 131 | 0.07% | — | 248 | +1,821 | New | Q4 2025 | Jan 30, 2026 |
| Central Pacific Bank - Trust Division | History | New | 1,820 | 131 | 0.02% | — | 247 | +1,820 | New | Q4 2025 | Jan 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,798 | 129 | 0.01% | — | 249 | +1,798 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,780 | 128 | 0.0% | — | 250 | +1,780 | New | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | No change | 1,696 | 122 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,418 | 102 | 0.02% | — | 252 | +1,418 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,378 | 99 | 0.0% | 0.0% | 253 | +1,331 | 2831.91% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,379 | 99 | 0.07% | 0.07% | 254 | +30 | 2.22% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,361 | 98 | 0.0% | 0.0% | 255 | -385 | -22.05% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Asset Management LLP | History | No change | 1,255 | 92 | 0.03% | 0.02% | 256 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 1,127 | 83 | 0.0% | 0.0% | 257 | -489 | -30.26% | Q4 2025 | Jan 27, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 1,161 | 83 | 0.0% | 0.0% | 258 | -87 | -6.97% | Q4 2025 | Feb 24, 2026 |
| REAP Financial Group, LLC | History | No change | 1,120 | 80 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 989 | 71 | 0.0% | 0.0% | 260 | -16 | -1.59% | Q4 2025 | Feb 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 974 | 70 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 943 | 68 | 0.0% | 0.0% | 262 | +142 | 17.73% | Q4 2025 | Feb 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 923 | 67 | 0.0% | — | 263 | +923 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 924 | 66 | 0.0% | 0.0% | 264 | +534 | 136.92% | Q4 2025 | Jan 05, 2026 |
| DANSKE BANK A/S | History | No change | 700 | 50 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 558 | 40 | 0.0% | 0.0% | 267 | +33 | 6.29% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 559 | 40 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 500 | 36 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 481 | 34 | 0.0% | 0.0% | 269 | -104 | -17.78% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 476 | 33 | 0.0% | 0.0% | 270 | +32 | 7.21% | Q4 2025 | Jan 28, 2026 |
| FIRST HORIZON CORP | History | Reduced | 457 | 32 | 0.0% | 0.0% | 271 | -50 | -9.86% | Q4 2025 | Jan 27, 2026 |
| Neo Ivy Capital Management | History | New | 423 | 30 | 0.0% | — | 272 | +423 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 358 | 25 | 0.0% | — | 274 | +358 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 348 | 25 | 0.0% | 0.0% | 273 | +110 | 46.22% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 329 | 24 | 0.01% | 0.0% | 275 | +204 | 163.2% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 319 | 23 | 0.0% | 0.0% | 276 | +171 | 115.54% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 320 | 23 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EFG International AG | History | New | 312 | 22 | 0.0% | — | 281 | +312 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 312 | 22 | 0.0% | 0.0% | 280 | +120 | 62.5% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 308 | 22 | 0.0% | 0.0% | 279 | -91 | -22.81% | Q4 2025 | Feb 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 307 | 22 | 0.01% | 0.01% | 278 | -53 | -14.72% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 300 | 21 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 285 | 20 | 0.0% | 0.0% | 283 | -4 | -1.38% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 250 | 18 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 245 | 17 | 0.01% | — | 285 | +245 | New | Q4 2025 | Feb 18, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 233 | 16 | 0.0% | 0.0% | 286 | +120 | 106.19% | Q4 2025 | Jan 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 215 | 15 | 0.0% | 0.0% | 287 | +105 | 95.45% | Q4 2025 | Feb 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 206 | 14 | 0.01% | 0.06% | 291 | -1,488 | -87.84% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 207 | 14 | 0.0% | 0.0% | 288 | -163 | -44.05% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 195 | 14 | 0.0% | 0.0% | 290 | +155 | 387.5% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 202 | 14 | 0.0% | 0.0% | 289 | +10 | 5.21% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 185 | 13 | 0.0% | 0.0% | 292 | -52 | -21.94% | Q4 2025 | Feb 03, 2026 |
| Ankerstar Wealth, LLC | History | New | 166 | 11 | 0.01% | — | 294 | +166 | New | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 153 | 11 | 0.0% | 0.0% | 293 | +124 | 427.59% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 142 | 10 | 0.0% | 0.01% | 298 | -555 | -79.63% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 142 | 10 | 0.0% | — | 296 | +142 | New | Q4 2025 | Feb 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 140 | 10 | 0.0% | — | 297 | +140 | New | Q4 2025 | Mar 03, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 144 | 10 | 0.0% | 0.0% | 295 | +3 | 2.13% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 138 | 9 | 0.0% | 0.0% | 300 | +73 | 112.31% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 137 | 9 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 117 | 8 | 0.0% | 0.0% | 302 | -7,052 | -98.37% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 117 | 8 | 0.0% | 0.0% | 301 | +78 | 200.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 121 | 8 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 100 | 7 | 0.0% | 0.0% | 307 | -702 | -87.53% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 105 | 7 | 0.01% | 0.02% | 312 | -261 | -71.31% | Q4 2025 | Jan 28, 2026 |
| First Pacific Financial | History | New | 100 | 7 | 0.0% | — | 310 | +100 | New | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 100 | 7 | 0.0% | — | 311 | +100 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 98 | 7 | 0.0% | — | 304 | +98 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 100 | 7 | 0.0% | — | 306 | +97 | 3233.33% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 100 | 7 | 0.0% | 0.0% | 305 | +19 | 23.46% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 102 | 7 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 90 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MidFirst Bank | History | New | 2,765 | 4 | 0.0% | — | 317 | +2,765 | New | Q4 2025 | Feb 25, 2026 |
| Triumph Capital Management | History | New | 60 | 4 | 0.0% | — | 316 | +60 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 68 | 4 | 0.0% | 0.0% | 314 | -42 | -38.18% | Q4 2025 | Feb 09, 2026 |
| First Command Advisory Services, Inc. | History | No change | 62 | 4 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | No change | 46 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 54 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 38 | 2 | 0.0% | 0.0% | 324 | -46 | -54.76% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | New | 38 | 2 | 0.0% | — | 325 | +38 | New | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 39 | 2 | 0.0% | 0.0% | 321 | +18 | 85.71% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 29 | 2 | 0.0% | 0.0% | 322 | +10 | 52.63% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | New | 20 | 1 | 0.0% | — | 331 | +20 | New | Q4 2025 | Jan 08, 2026 |
| Advocate Investing Services LLC | History | New | 18 | 1 | 0.0% | — | 333 | +18 | New | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 17 | 1 | 0.0% | — | 330 | +17 | New | Q4 2025 | Feb 06, 2026 |
| Elequin Capital, LP | History | New | 16 | 1 | 0.0% | — | 328 | +16 | New | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 326 | -5 | -25.0% | Q4 2025 | Feb 02, 2026 |
| Marquette Asset Management, LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 327 | +5 | 23.81% | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 19 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.14% | — | -1,648,862 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.4% | — | -450,450 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -101,075 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -97,019 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -89,446 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -54,106 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Praesidium Investment Management Company, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -38,816 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -21,537 | -100.0% | Q3 2025 | Oct 28, 2025 |
| LMG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -20,317 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,138 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -17,402 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -15,575 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,087 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -12,096 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,644 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,303 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,116 | -100.0% | Q3 2025 | Feb 04, 2026 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,682 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -7,022 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,517 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,475 | -100.0% | Q3 2025 | Oct 09, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,007 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,374 | -100.0% | Q3 2025 | Jan 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,656 | -100.0% | Q3 2025 | Nov 18, 2025 |
| RiverPark Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,110 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -449 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Oct 08, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -10 | -66.67% | Q4 2025 | Feb 11, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 09, 2026 |
| Prestige Wealth Management Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 24, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Avion Wealth | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |