Ralliant Corp - RAL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 14,237,158 | 724,813 | 0.01% | 0.01% | 1 | -352,265 | -2.41% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 14,074,616 | 716,538 | 0.01% | 0.01% | 2 | -22,332 | -0.16% | Q4 2025 | Feb 12, 2026 |
| DODGE & COX | History | Added to | 12,214,679 | 621,849 | 0.34% | 0.25% | 3 | +1,434,376 | 13.31% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,973,001 | 253,175 | 0.11% | 0.03% | 4 | +3,147,660 | 172.44% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 4,059,588 | 206,673 | 0.03% | 0.03% | 5 | +187,898 | 4.85% | Q4 2025 | Feb 19, 2026 |
| STATE STREET CORP | History | Added to | 3,618,940 | 184,240 | 0.01% | 0.01% | 6 | +452 | 0.01% | Q4 2025 | Feb 13, 2026 |
| VIKING GLOBAL INVESTORS LP | History | Reduced | 3,162,630 | 161,009 | 0.43% | 0.58% | 7 | -1,919,842 | -37.77% | Q4 2025 | Feb 17, 2026 |
| FLOSSBACH VON STORCH SE | History | Reduced | 3,025,421 | 154,024 | 0.61% | 0.72% | 8 | -1,127,445 | -27.15% | Q4 2025 | Jan 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 2,675,717 | 136,222 | 0.01% | 0.02% | 9 | -721,344 | -21.23% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 2,449,160 | 124,686 | 0.01% | — | 10 | +2,449,160 | New | Q4 2025 | Feb 10, 2026 |
| Gates Capital Management, Inc. | History | Reduced | 2,255,516 | 114,828 | 3.02% | 2.34% | 11 | -730,214 | -24.46% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 2,135,470 | 108,716 | 0.31% | 0.07% | 12 | +1,583,480 | 286.87% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,887,075 | 96,071 | 0.06% | 0.08% | 13 | -972,371 | -34.01% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,872,647 | 95,357 | 0.01% | 0.01% | 14 | +17,893 | 0.96% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,729,278 | 88,037 | 0.05% | 0.05% | 15 | +8,515 | 0.49% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,682,367 | 85,649 | 0.01% | 0.0% | 16 | +599,998 | 55.43% | Q4 2025 | Feb 13, 2026 |
| Capital World Investors | History | Added to | 1,652,364 | 84,121 | 0.01% | 0.01% | 17 | +100,000 | 6.44% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,294,014 | 65,878 | 0.07% | 0.16% | 18 | -846,948 | -39.56% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,260,098 | 64,151 | 0.03% | 0.03% | 19 | +66,101 | 5.54% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,144,316 | 58,257 | 0.03% | 0.02% | 20 | +270,522 | 30.96% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 988,158 | 50,307 | 0.07% | 0.05% | 21 | +189,317 | 23.7% | Q4 2025 | Feb 17, 2026 |
| Clean Energy Transition LLP | History | Added to | 901,957 | 45,918 | 3.83% | 2.89% | 22 | +1,054 | 0.12% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 898,360 | 45,735 | 0.06% | 0.04% | 23 | +113,646 | 14.48% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 876,230 | 44,609 | 0.07% | 0.05% | 24 | +107,262 | 13.95% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 840,181 | 42,773 | 0.01% | 0.0% | 25 | -500 | -0.06% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 818,663 | 41,680 | 0.01% | 0.01% | 26 | -23,197 | -2.76% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 804,541 | 40,959 | 0.01% | 0.01% | 27 | +13,062 | 1.65% | Q4 2025 | Feb 13, 2026 |
| Artisan Partners Limited Partnership | History | New | 742,302 | 37,790 | 0.06% | — | 28 | +742,302 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 727,254 | 37,024 | 0.18% | — | 29 | +727,254 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 680,128 | 34,625 | 0.01% | 0.01% | 30 | -1,184,944 | -63.53% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 640,482 | 32,606 | 0.01% | 0.0% | 31 | +124,516 | 24.13% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 584,462 | 29,754 | 0.13% | 0.19% | 32 | -168,478 | -22.38% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 570,878 | 29,063 | 0.1% | 0.09% | 33 | +36,800 | 6.89% | Q4 2025 | Jan 28, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 559,215 | 28,469 | 0.66% | 0.53% | 34 | -7,190 | -1.27% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 535,968 | 27,286 | 0.01% | 0.01% | 35 | -4,964 | -0.92% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 522,646 | 26,607 | 0.0% | 0.0% | 36 | -26,805 | -4.88% | Q4 2025 | Mar 25, 2026 |
| Champlain Investment Partners, LLC | History | New | 504,015 | 25,659 | 0.26% | — | 37 | +504,015 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 491,174 | 25,005 | 0.03% | 0.01% | 38 | +224,818 | 84.41% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 479,510 | 24,411 | 0.09% | 0.05% | 39 | +205,137 | 74.77% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 435,977 | 22,195 | 0.0% | 0.0% | 40 | -112,356 | -20.49% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 403,152 | 20,524 | 0.0% | — | 41 | +403,152 | New | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 390,426 | 19,876 | 0.07% | 0.07% | 42 | -49,288 | -11.21% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 369,722 | 18,822 | 0.02% | 0.02% | 43 | +17,512 | 4.97% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 356,607 | 18,154 | 0.37% | 0.27% | 44 | +47,055 | 15.2% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Reduced | 351,360 | 17,887 | 0.13% | 0.28% | 45 | -505,715 | -59.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 348,589 | 17,746 | 0.0% | 0.0% | 46 | -8,099 | -2.27% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 334,338 | 17,021 | 0.0% | 0.0% | 47 | +31,077 | 10.25% | Q4 2025 | Feb 12, 2026 |
| Irenic Capital Management LP | History | New | 332,042 | 16,904 | 1.14% | — | 48 | +332,042 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 324,017 | 16,495 | 0.0% | 0.0% | 49 | -261,147 | -44.63% | Q4 2025 | Feb 17, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | New | 304,236 | 15,489 | 0.7% | — | 50 | +304,236 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 295,354 | 15,036 | 0.0% | 0.01% | 51 | -253,831 | -46.22% | Q4 2025 | Feb 13, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 292,000 | 14,865 | 0.45% | 0.26% | 52 | +32,900 | 12.7% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 290,253 | 14,776 | 0.05% | — | 53 | +290,253 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 288,502 | 14,687 | 0.02% | 0.01% | 54 | +119,102 | 70.31% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 285,294 | 14,524 | 0.0% | 0.01% | 55 | -290,139 | -50.42% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 261,212 | 13,298 | 0.01% | 0.01% | 56 | -3,493 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Concentric Capital Strategies, LP | History | New | 249,146 | 12,684 | 0.61% | — | 57 | +249,146 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 242,900 | 12,441 | 0.02% | 0.02% | 58 | -74,138 | -23.38% | Q4 2025 | Jan 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 241,098 | 12,274 | 0.18% | 0.15% | 59 | -11,592 | -4.59% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 240,122 | 12,224 | 0.01% | 0.0% | 60 | +234,969 | 4559.85% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 232,520 | 11,837 | 0.01% | 0.01% | 61 | +19,340 | 9.07% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 231,323 | 11,776 | 0.0% | 0.0% | 62 | -171,406 | -42.56% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 227,814 | 11,598 | 0.01% | 0.01% | 63 | +63,538 | 38.68% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 222,300 | 11,317 | 0.01% | 0.01% | 64 | +3,000 | 1.37% | Q4 2025 | Feb 12, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | No change | 220,000 | 11,200 | 1.33% | 1.19% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 218,251 | 11,111 | 0.02% | 0.02% | 66 | +8,206 | 3.91% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 217,500 | 11,072 | 0.02% | 0.02% | 67 | +18,600 | 9.35% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 216,569 | 11,054 | 0.02% | 0.01% | 68 | +122,039 | 129.1% | Q4 2025 | Jan 28, 2026 |
| ExodusPoint Capital Management, LP | History | New | 216,913 | 11,043 | 0.09% | — | 69 | +216,913 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 193,990 | 9,876 | 0.01% | 0.01% | 70 | -364 | -0.19% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 180,945 | 9,211 | 0.0% | 0.0% | 71 | +110,272 | 156.03% | Q4 2025 | Feb 17, 2026 |
| Roubaix Capital, LLC | History | Added to | 173,580 | 8,836 | 3.77% | 3.35% | 72 | +9,109 | 5.54% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | Added to | 165,544 | 8,427 | 0.03% | 0.01% | 73 | +72,439 | 77.8% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | New | 164,661 | 8,382 | 0.01% | — | 74 | +164,661 | New | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | New | 164,470 | 8,373 | 0.18% | — | 75 | +164,470 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 160,413 | 8,166 | 0.03% | 0.08% | 76 | -262,192 | -62.04% | Q4 2025 | Feb 13, 2026 |
| Phocas Financial Corp. | History | Added to | 157,116 | 7,998 | 1.04% | 0.49% | 77 | +70,403 | 81.19% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Added to | 156,188 | 7,951 | 0.01% | 0.0% | 78 | +150,973 | 2894.98% | Q4 2025 | Feb 13, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | New | 154,740 | 7,877 | 1.1% | — | 79 | +154,740 | New | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 149,638 | 7,618 | 0.0% | 0.0% | 80 | +76,562 | 104.77% | Q4 2025 | Feb 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 149,089 | 7,590 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 148,762 | 7,573 | 0.0% | 0.0% | 82 | +91,143 | 158.18% | Q4 2025 | Feb 17, 2026 |
| Olstein Capital Management, L.P. | History | Reduced | 143,000 | 7,280 | 1.49% | 1.2% | 83 | -2,000 | -1.38% | Q4 2025 | Feb 03, 2026 |
| HITE Hedge Asset Management LLC | History | Reduced | 141,390 | 7,198 | 0.46% | 0.56% | 84 | -95,957 | -40.43% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 139,965 | 7,125 | 0.0% | 0.0% | 85 | +43,932 | 45.75% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 138,838 | 7,068 | 0.24% | 0.08% | 86 | +69,473 | 100.16% | Q4 2025 | Feb 10, 2026 |
| Boussard & Gavaudan Investment Management LLP | History | Added to | 135,441 | 6,937 | 0.52% | 0.45% | 87 | +50,198 | 58.89% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | Reduced | 124,701 | 6,349 | 0.01% | 0.01% | 88 | -6,666 | -5.07% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | Added to | 123,464 | 6,285 | 0.0% | 0.0% | 89 | +35,212 | 39.9% | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 122,934 | 6,258 | 0.02% | 0.03% | 90 | -56,957 | -31.66% | Q4 2025 | Feb 13, 2026 |
| Sagefield Capital LP | History | Reduced | 118,674 | 6,041 | 0.51% | 0.65% | 91 | -14,474 | -10.87% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 114,964 | 5,886 | 0.0% | — | 92 | +114,964 | New | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 112,521 | 5,728 | 0.2% | — | 93 | +112,521 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 111,553 | 5,679 | 0.01% | 0.01% | 94 | -1,084 | -0.96% | Q4 2025 | Jan 30, 2026 |
| Canoe Financial LP | History | No change | 111,303 | 5,666 | 0.08% | 0.07% | 95 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 106,231 | 5,408 | 0.01% | 0.0% | 96 | -81 | -0.08% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 106,167 | 5,404 | 0.0% | 0.0% | 97 | +95,980 | 942.18% | Q4 2025 | Feb 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 105,189 | 5,355 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | New | 104,838 | 5,337 | 0.05% | — | 99 | +104,838 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 103,822 | 5,285 | 0.12% | — | 100 | +103,822 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 103,786 | 5,283 | 0.01% | 0.01% | 101 | -3,358 | -3.13% | Q4 2025 | Feb 13, 2026 |
| LANSDOWNE PARTNERS (UK) LLP | History | Added to | 100,085 | 5,095 | 0.37% | 0.06% | 102 | +82,491 | 468.86% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 100,000 | 5,091 | 0.01% | 20.3% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 99,215 | 5,051 | 0.01% | 0.01% | 104 | +9,737 | 10.88% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 98,730 | 5,026 | 0.01% | 0.0% | 105 | +16,635 | 20.26% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 92,181 | 4,693 | 0.01% | 0.0% | 106 | +90,377 | 5009.81% | Q4 2025 | Feb 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 91,102 | 4,638 | 0.0% | — | 107 | +91,102 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 90,146 | 4,589 | 0.01% | 0.01% | 108 | +32,012 | 55.07% | Q4 2025 | Feb 17, 2026 |
| SMA Capital LLC | History | New | 90,000 | 4,581 | 2.19% | — | 109 | +90,000 | New | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 89,040 | 4,533 | 0.0% | 0.0% | 110 | +57,634 | 183.51% | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | New | 83,512 | 4,251 | 0.1% | — | 111 | +83,512 | New | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 81,902 | 4,169 | 0.14% | 0.02% | 112 | +68,068 | 492.03% | Q4 2025 | Feb 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 79,270 | 4,035 | 0.07% | 0.01% | 113 | +61,190 | 338.44% | Q4 2025 | Feb 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 76,947 | 3,917 | 0.01% | 0.15% | 114 | -970,629 | -92.65% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 75,148 | 3,825 | 0.0% | 0.0% | 115 | +45,074 | 149.88% | Q4 2025 | Feb 17, 2026 |
| ASO GROUP Ltd | History | New | 73,074 | 3,720 | 1.45% | — | 116 | +73,074 | New | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 72,526 | 3,692 | 0.0% | 0.01% | 117 | +22,468 | 44.88% | Q4 2025 | Jan 09, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 69,564 | 3,541 | 0.01% | — | 118 | +69,564 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 67,232 | 3,422 | 0.0% | 0.0% | 119 | -781 | -1.15% | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 66,427 | 3,381 | 0.0% | 0.0% | 120 | -27,827 | -29.52% | Q4 2025 | Feb 17, 2026 |
| Aperture Investors, LLC | History | New | 66,173 | 3,368 | 0.38% | — | 121 | +66,173 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 64,307 | 3,273 | 0.01% | 0.01% | 122 | +10,687 | 19.93% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 63,848 | 3,250 | 0.1% | 0.11% | 123 | -22,620 | -26.16% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 62,094 | 3,161 | 0.0% | 0.0% | 124 | -25,407 | -29.04% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 58,682 | 2,987 | 0.04% | 0.03% | 125 | -237 | -0.4% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 57,551 | 2,929 | 0.03% | 0.03% | 126 | +823 | 1.45% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 54,843 | 2,792 | 0.0% | 0.0% | 127 | -1,235 | -2.2% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 50,618 | 2,681 | 0.01% | 0.01% | 128 | -2,692 | -5.05% | Q4 2025 | Feb 18, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 51,791 | 2,636 | 0.0% | 0.0% | 129 | -199,938 | -79.43% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 51,700 | 2,632 | 0.05% | 0.04% | 130 | -100 | -0.19% | Q4 2025 | Jan 16, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 51,500 | 2,627 | 0.0% | 0.0% | 131 | +35,902 | 230.17% | Q4 2025 | Mar 20, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 50,937 | 2,593 | 0.67% | 0.56% | 132 | -3,235 | -5.97% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 49,907 | 2,540 | 0.01% | 0.01% | 133 | -10,738 | -17.71% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 49,760 | 2,533 | 0.07% | — | 134 | +49,760 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 48,700 | 2,481 | 0.0% | 0.0% | 135 | -4,212 | -7.96% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 48,428 | 2,465 | 0.02% | 0.02% | 136 | -2,869 | -5.59% | Q4 2025 | Feb 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 48,234 | 2,455 | 0.01% | 0.01% | 137 | -14,721 | -23.38% | Q4 2025 | Feb 09, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 47,407 | 2,413 | 0.01% | 0.01% | 138 | -3,470 | -6.82% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 47,134 | 2,399 | 0.01% | 0.01% | 139 | -3,547 | -7.0% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,203 | 2,097 | 0.0% | 0.0% | 140 | +18,857 | 84.39% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 40,313 | 2,052 | 0.01% | 0.01% | 141 | -11,798 | -22.64% | Q4 2025 | Feb 17, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 40,291 | 2,051 | 0.34% | 0.04% | 142 | +34,662 | 615.78% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 40,015 | 2,037 | 0.0% | 0.0% | 143 | -7,012 | -14.91% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 36,672 | 1,866 | 0.01% | 0.01% | 144 | -1,302 | -3.43% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 36,495 | 1,858 | 0.01% | 0.01% | 145 | +2,062 | 5.99% | Q4 2025 | Feb 05, 2026 |
| Dockside LLC | History | New | 36,246 | 1,845 | 0.47% | — | 146 | +36,246 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 34,855 | 1,774 | 0.0% | 0.0% | 147 | +13,334 | 61.96% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,009 | 1,608 | 0.02% | 0.02% | 148 | -4,676 | -13.1% | Q4 2025 | Jan 21, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 31,408 | 1,598 | 0.11% | 0.12% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 31,337 | 1,595 | 0.01% | 0.01% | 150 | -2,229 | -6.64% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Reduced | 30,548 | 1,555 | 0.0% | 0.0% | 151 | -1,008 | -3.19% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 30,532 | 1,554 | 0.01% | 0.01% | 152 | -7,583 | -19.9% | Q4 2025 | Jan 29, 2026 |
| Boston Partners | History | New | 30,163 | 1,535 | 0.0% | — | 153 | +30,163 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 30,114 | 1,533 | 0.01% | — | 154 | +30,114 | New | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 29,836 | 1,518 | 0.01% | — | 155 | +29,836 | New | Q4 2025 | Feb 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 28,450 | 1,448 | 0.01% | 0.01% | 156 | -750 | -2.57% | Q4 2025 | Feb 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,312 | 1,442 | 0.0% | 0.0% | 157 | +4,655 | 19.68% | Q4 2025 | Feb 10, 2026 |
| AXQ CAPITAL, LP | History | Added to | 28,100 | 1,430 | 0.32% | 0.09% | 158 | +22,900 | 440.38% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 27,928 | 1,421 | 0.01% | 0.01% | 159 | -784 | -2.73% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 27,594 | 1,405 | 0.01% | 0.01% | 160 | -3,910 | -12.41% | Q4 2025 | Jan 29, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 26,633 | 1,355 | 0.02% | 0.03% | 161 | -9,490 | -26.27% | Q4 2025 | Jan 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 25,800 | 1,313 | 0.02% | 0.01% | 162 | +400 | 1.57% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 25,418 | 1,294 | 0.0% | 0.0% | 163 | +17,711 | 229.8% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 24,200 | 1,232 | 0.0% | 0.0% | 164 | -6,800 | -21.94% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 24,101 | 1,226 | 0.0% | 0.0% | 165 | +400 | 1.69% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,401 | 1,191 | 0.0% | 0.0% | 166 | +8,132 | 53.26% | Q4 2025 | Mar 09, 2026 |
| Callan Family Office, LLC | History | Added to | 22,838 | 1,162 | 0.02% | 0.03% | 167 | +74 | 0.33% | Q4 2025 | Feb 12, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 22,212 | 1,130 | 0.49% | 0.39% | 168 | +2,244 | 11.24% | Q4 2025 | Jan 16, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 21,940 | 1,116 | 0.02% | 0.02% | 169 | +329 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Hikari Tsushin, Inc. | History | No change | 21,075 | 1,072 | 0.07% | 0.06% | 170 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 20,954 | 1,066 | 0.0% | 0.0% | 172 | +111 | 0.53% | Q4 2025 | Jan 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 20,949 | 1,066 | 0.06% | 0.05% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Old West Investment Management, LLC | History | New | 19,967 | 1,016 | 0.18% | — | 173 | +19,967 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 19,699 | 1,002 | 0.0% | 0.0% | 174 | +2,372 | 13.69% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 19,667 | 1,001 | 0.0% | 0.0% | 175 | +305 | 1.58% | Q4 2025 | Jan 30, 2026 |
| WELCH & FORBES LLC | History | Reduced | 19,226 | 978 | 0.01% | 0.01% | 176 | -309 | -1.58% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 18,494 | 941 | 0.0% | 0.0% | 177 | -8,976 | -32.68% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,499 | 941 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 18,389 | 936 | 0.1% | 0.15% | 179 | -13,016 | -41.45% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,227 | 929 | 0.0% | — | 180 | +18,227 | New | Q4 2025 | Feb 17, 2026 |
| Diametric Capital, LP | History | Added to | 18,264 | 929 | 0.25% | 0.14% | 181 | +9,678 | 112.72% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 18,225 | 927 | 0.0% | 0.0% | 182 | -6,454 | -26.15% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,340 | 901 | 0.01% | 0.01% | 183 | -3,225 | -15.68% | Q4 2025 | Jan 26, 2026 |
| Vident Advisory, LLC | History | New | 17,415 | 886 | 0.01% | — | 184 | +17,415 | New | Q4 2025 | Feb 18, 2026 |
| Oak Thistle LLC | History | Reduced | 16,770 | 853 | 0.12% | 0.18% | 185 | -10,659 | -38.86% | Q4 2025 | Jan 21, 2026 |
| XTX Topco Ltd | History | New | 16,233 | 826 | 0.02% | — | 186 | +16,233 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 15,549 | 791 | 0.0% | 0.0% | 187 | -979 | -5.92% | Q4 2025 | Jan 29, 2026 |
| ADVISORY RESEARCH INC | History | New | 15,381 | 783 | 0.1% | — | 188 | +15,381 | New | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | New | 15,073 | 767 | 0.01% | — | 189 | +15,073 | New | Q4 2025 | Feb 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 14,639 | 745 | 0.0% | 0.0% | 190 | +1,087 | 8.02% | Q4 2025 | Feb 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 13,656 | 695 | 0.01% | 0.01% | 192 | -14,566 | -51.61% | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 13,659 | 695 | 0.02% | 0.02% | 191 | -50 | -0.36% | Q4 2025 | Feb 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 13,523 | 688 | 0.05% | — | 193 | +13,523 | New | Q4 2025 | Feb 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 13,150 | 669 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 12,936 | 658 | 0.01% | 0.01% | 195 | -4,731 | -26.78% | Q4 2025 | Feb 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 12,893 | 656 | 0.01% | 0.01% | 196 | +264 | 2.09% | Q4 2025 | Feb 10, 2026 |
| Man Group plc | History | Added to | 12,629 | 642 | 0.0% | 0.0% | 197 | +5,906 | 87.85% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,583 | 640 | 0.0% | 0.0% | 198 | -860 | -6.4% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 12,381 | 630 | 0.0% | 0.0% | 199 | -2,916 | -19.06% | Q4 2025 | Feb 11, 2026 |
| Paralel Advisors LLC | History | No change | 12,184 | 620 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 11,874 | 604 | 0.0% | 0.0% | 201 | +4,654 | 64.46% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,611 | 591 | 0.0% | 0.0% | 202 | -26,819 | -69.79% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Added to | 11,583 | 590 | 0.31% | 0.01% | 203 | +11,307 | 4096.74% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 11,436 | 582 | 0.05% | 0.05% | 204 | -2,708 | -19.15% | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 11,391 | 579 | 0.01% | — | 205 | +11,391 | New | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,226 | 571 | 0.0% | 0.0% | 207 | -4,136 | -26.92% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,221 | 571 | 0.0% | 0.0% | 206 | -2,352 | -17.33% | Q4 2025 | Feb 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 13,044 | 568 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,813 | 550 | 0.0% | 0.0% | 209 | -950 | -8.08% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 10,725 | 546 | 0.01% | 0.0% | 210 | +1,664 | 18.36% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,567 | 538 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 10,299 | 524 | 0.02% | 0.02% | 212 | -2,925 | -22.12% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,150 | 516 | 0.0% | 0.0% | 213 | +3,760 | 58.84% | Q4 2025 | Feb 18, 2026 |
| COMMERCE BANK | History | Reduced | 10,102 | 514 | 0.0% | 0.0% | 214 | -3,080 | -23.37% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9,645 | 491 | 0.0% | — | 215 | +9,645 | New | Q4 2025 | Feb 11, 2026 |
| VARCOV Co. | History | New | 9,616 | 489 | 0.19% | — | 216 | +9,616 | New | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | New | 9,549 | 486 | 0.02% | — | 217 | +9,549 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,106 | 473 | 0.0% | 0.0% | 218 | +2,396 | 35.71% | Q4 2025 | Jan 08, 2026 |
| Diversified Trust Co | History | New | 8,783 | 447 | 0.01% | — | 219 | +8,783 | New | Q4 2025 | Jan 09, 2026 |
| Keystone Financial Group | History | Added to | 8,774 | 446 | 0.03% | 0.02% | 220 | +1,782 | 25.49% | Q4 2025 | Feb 06, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 8,623 | 438 | 0.02% | 0.02% | 221 | -2,961 | -25.56% | Q4 2025 | Jan 30, 2026 |
| Centiva Capital, LP | History | New | 8,379 | 426 | 0.0% | — | 222 | +8,379 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,126 | 413 | 0.0% | 0.0% | 223 | +220 | 2.78% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 7,795 | 405 | 0.01% | 0.01% | 225 | -2,709 | -25.79% | Q4 2025 | Jan 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 7,956 | 405 | 0.01% | 0.01% | 224 | -1,282 | -13.88% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | No change | 7,589 | 386 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Reduced | 5,909 | 378 | 0.01% | 0.02% | 227 | -1,514 | -20.4% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,234 | 368 | 0.01% | — | 228 | +7,234 | New | Q4 2025 | Jan 27, 2026 |
| Kentucky Retirement Systems | History | No change | 7,104 | 361 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PROFUND ADVISORS LLC | History | New | 7,066 | 359 | 0.01% | — | 230 | +7,066 | New | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,985 | 355 | 0.0% | 0.0% | 231 | +1,879 | 36.8% | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | Added to | 6,828 | 347 | 0.01% | 0.01% | 232 | +1,802 | 35.85% | Q4 2025 | Jan 26, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 6,782 | 345 | 0.02% | 0.02% | 233 | -2,755 | -28.89% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,699 | 341 | 0.01% | 0.0% | 234 | -297 | -4.25% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,683 | 340 | 0.0% | 0.0% | 236 | -4,050 | -37.73% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,689 | 340 | 0.0% | 0.0% | 235 | -620 | -8.48% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 6,644 | 340 | 0.0% | 0.0% | 237 | +581 | 9.58% | Q4 2025 | Jan 23, 2026 |
| 1ST SOURCE BANK | History | Reduced | 6,637 | 337 | 0.02% | 0.02% | 238 | -182 | -2.67% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,382 | 324 | 0.0% | 0.0% | 240 | +204 | 3.3% | Q4 2025 | Feb 12, 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | History | Reduced | 6,368 | 324 | 0.16% | 0.14% | 239 | -84 | -1.3% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 6,210 | 316 | 0.0% | 0.0% | 241 | -29,033 | -82.38% | Q4 2025 | Feb 17, 2026 |
| Storen Legacy Partners, LLC | History | New | 6,159 | 313 | 0.1% | — | 242 | +6,159 | New | Q4 2025 | Mar 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,028 | 306 | 0.0% | 0.0% | 244 | -1,013 | -14.39% | Q4 2025 | Mar 16, 2026 |
| XPONANCE LLC | History | Added to | 6,025 | 306 | 0.0% | 0.0% | 243 | +509 | 9.23% | Q4 2025 | Feb 12, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 6,015 | 306 | 0.14% | 0.12% | 245 | -16 | -0.27% | Q4 2025 | Jan 28, 2026 |
| Utah Retirement Systems | History | No change | 5,981 | 304 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First American Bank | History | No change | 5,822 | 296 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 5,707 | 292 | 0.0% | — | 249 | +5,707 | New | Q4 2025 | Feb 13, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 5,741 | 292 | 0.05% | 0.05% | 248 | -1,566 | -21.43% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 5,664 | 288 | 0.08% | 0.06% | 250 | +804 | 16.54% | Q4 2025 | Jan 05, 2026 |
| YHB Investment Advisors, Inc. | History | New | 5,608 | 285 | 0.02% | — | 251 | +5,608 | New | Q4 2025 | Jan 16, 2026 |
| M&T BANK CORP | History | Reduced | 5,543 | 281 | 0.0% | 0.0% | 252 | -1,959 | -26.11% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,492 | 280 | 0.0% | 0.0% | 253 | -97 | -1.74% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 5,262 | 267 | 0.0% | 0.0% | 254 | -714 | -11.95% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | New | 5,213 | 265 | 0.0% | — | 255 | +5,213 | New | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,141 | 261 | 0.0% | — | 256 | +5,141 | New | Q4 2025 | Feb 04, 2026 |
| CAPITAL COUNSEL LLC/NY | History | No change | 5,076 | 258 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,017 | 255 | 0.0% | 0.0% | 258 | -277 | -5.23% | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 4,952 | 252 | 0.05% | 0.05% | 259 | -182 | -3.54% | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 4,939 | 251 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,742 | 241 | 0.0% | — | 261 | +4,742 | New | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | No change | 4,746 | 241 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 4,673 | 237 | 0.0% | — | 263 | +4,673 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 4,622 | 235 | 0.0% | 0.0% | 264 | +2,576 | 125.9% | Q4 2025 | Jan 26, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 4,583 | 233 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 4,561 | 232 | 0.01% | 0.03% | 267 | -9,696 | -68.01% | Q4 2025 | Feb 17, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 4,565 | 232 | 0.05% | 0.05% | 266 | -400 | -8.06% | Q4 2025 | Feb 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 4,544 | 231 | 0.02% | — | 268 | +4,544 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 4,460 | 227 | 0.02% | — | 269 | +4,459 | 445900.0% | Q4 2025 | Feb 11, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Reduced | 4,416 | 224 | 0.04% | 0.05% | 270 | -1,686 | -27.63% | Q4 2025 | Jan 23, 2026 |
| Virtu Financial LLC | History | New | 4,345 | 221 | 0.01% | — | 271 | +4,345 | New | Q4 2025 | Feb 23, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,340 | 220 | 0.0% | — | 272 | +4,340 | New | Q4 2025 | Feb 02, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 4,297 | 218 | 0.03% | 0.02% | 273 | +1,082 | 33.65% | Q4 2025 | Jan 07, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 4,219 | 214 | 0.0% | — | 274 | +4,219 | New | Q4 2025 | Feb 03, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 4,201 | 213 | 0.0% | — | 275 | +4,201 | New | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4,176 | 212 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Redmond Asset Management, LLC | History | New | 4,164 | 211 | 0.05% | — | 278 | +4,164 | New | Q4 2025 | Feb 09, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 4,156 | 211 | 0.04% | 0.04% | 277 | -1,123 | -21.27% | Q4 2025 | Jan 26, 2026 |
| Legacy Capital Group California, Inc. | History | New | 4,017 | 204 | 0.05% | — | 279 | +4,017 | New | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,406 | 173 | 0.0% | 0.0% | 280 | -490 | -12.58% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,105 | 158 | 0.0% | 0.0% | 281 | -395 | -11.29% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,968 | 151 | 0.0% | 0.0% | 282 | +10 | 0.34% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2,930 | 149 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STRS OHIO | History | Added to | 2,710 | 137 | 0.0% | 0.0% | 284 | +4 | 0.15% | Q4 2025 | Feb 02, 2026 |
| EFG International AG | History | New | 2,408 | 122 | 0.0% | — | 285 | +2,408 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,293 | 116 | 0.01% | — | 286 | +2,293 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,228 | 113 | 0.01% | 0.0% | 287 | -54 | -2.37% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,127 | 108 | 0.0% | 0.01% | 288 | +184 | 9.47% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 2,031 | 103 | 0.01% | 0.01% | 289 | -458 | -18.4% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,929 | 98 | 0.0% | 0.0% | 290 | -436 | -18.44% | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | New | 1,854 | 94 | 0.06% | — | 292 | +1,854 | New | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,852 | 94 | 0.0% | 0.0% | 291 | -35 | -1.85% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | New | 1,814 | 92 | 0.01% | — | 293 | +1,814 | New | Q4 2025 | Jan 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,747 | 89 | 0.0% | 0.01% | 294 | -95,612 | -98.21% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,648 | 83 | 0.0% | — | 295 | +1,648 | New | Q4 2025 | Feb 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 1,518 | 80 | 0.0% | 0.0% | 296 | -63 | -3.98% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,527 | 77 | 0.0% | 0.0% | 297 | -274 | -15.21% | Q4 2025 | Jan 05, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 1,501 | 76 | 0.01% | 0.02% | 298 | -1,075 | -41.73% | Q4 2025 | Feb 10, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 1,396 | 71 | 0.02% | 0.05% | 299 | -2,100 | -60.07% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,297 | 66 | 0.0% | 0.0% | 300 | -104 | -7.42% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,261 | 64 | 0.03% | 0.02% | 301 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,228 | 62 | 0.0% | 0.0% | 302 | -299 | -19.58% | Q4 2025 | Jan 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,162 | 59 | 0.0% | 0.0% | 303 | -166 | -12.5% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 1,176 | 59 | 0.0% | 0.0% | 304 | -100 | -7.84% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,142 | 58 | 0.0% | 0.0% | 305 | -374 | -24.67% | Q4 2025 | Feb 17, 2026 |
| Employees Retirement System of Texas | History | No change | 1,113 | 57 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,084 | 55 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | Added to | 1,052 | 53 | 0.0% | 0.0% | 308 | +342 | 48.17% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 983 | 50 | 0.0% | 0.0% | 309 | +326 | 49.62% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 926 | 47 | 0.01% | 0.01% | 310 | -528 | -36.31% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 941 | 47 | 0.0% | 0.0% | 311 | +48 | 5.38% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 872 | 44 | 0.0% | 0.0% | 312 | -234 | -21.16% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 817 | 42 | 0.0% | 0.0% | 313 | +30 | 3.81% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 807 | 41 | 0.0% | 0.0% | 314 | -224 | -21.73% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 786 | 40 | 0.0% | 0.0% | 315 | -2,049 | -72.28% | Q4 2025 | Feb 02, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 706 | 35 | 0.0% | 0.0% | 316 | -91 | -11.42% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 685 | 34 | 0.0% | 0.0% | 318 | -33 | -4.6% | Q4 2025 | Jan 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 676 | 34 | 0.0% | 0.0% | 317 | -6 | -0.88% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | Reduced | 621 | 31 | 0.0% | 0.0% | 320 | -348 | -35.91% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 612 | 31 | 0.0% | 0.0% | 319 | +303 | 98.06% | Q4 2025 | Feb 10, 2026 |
| Generali Asset Management SPA SGR | History | No change | 571 | 29 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 534 | 27 | 0.0% | 0.01% | 322 | -650 | -54.9% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 532 | 27 | 0.0% | 0.0% | 323 | -232 | -30.37% | Q4 2025 | Feb 12, 2026 |
| V-Square Quantitative Management LLC | History | New | 513 | 26 | 0.0% | — | 326 | +513 | New | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 511 | 26 | 0.0% | — | 325 | +511 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 520 | 26 | 0.0% | 0.0% | 324 | -109 | -17.33% | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | New | 500 | 25 | 0.0% | — | 327 | +500 | New | Q4 2025 | Feb 02, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 493 | 25 | 0.0% | 0.0% | 328 | -165 | -25.08% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 433 | 22 | 0.0% | — | 331 | +433 | New | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Added to | 441 | 22 | 0.0% | 0.0% | 330 | +131 | 42.26% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 443 | 22 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DV Trading LLC | History | New | 400 | 20 | 0.0% | — | 332 | +400 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 380 | 19 | 0.0% | 0.0% | 333 | -288 | -43.11% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 385 | 19 | 0.0% | 0.0% | 335 | +76 | 24.6% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 382 | 19 | 0.0% | 0.0% | 334 | -55 | -12.59% | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 367 | 18 | 0.0% | 0.0% | 336 | +17 | 4.86% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 347 | 17 | 0.0% | 0.0% | 337 | +184 | 112.88% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 337 | 17 | 0.0% | 0.0% | 338 | +4 | 1.2% | Q4 2025 | Jan 29, 2026 |
| ORG Partners LLC | History | Reduced | 332 | 16 | 0.0% | 0.0% | 340 | -45 | -11.94% | Q4 2025 | Jan 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 333 | 16 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 301 | 15 | 0.0% | 0.0% | 342 | -127 | -29.67% | Q4 2025 | Jan 16, 2026 |
| MOTCO | History | No change | 314 | 15 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 280 | 14 | 0.0% | 0.0% | 343 | -1 | -0.36% | Q4 2025 | Feb 02, 2026 |
| J.Safra Asset Management Corp | History | New | 260 | 13 | 0.0% | — | 345 | +260 | New | Q4 2025 | Feb 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 261 | 13 | 0.0% | 0.0% | 346 | +40 | 18.1% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 266 | 13 | 0.0% | 0.0% | 347 | -29 | -9.83% | Q4 2025 | Feb 18, 2026 |
| Manchester Capital Management LLC | History | Added to | 258 | 13 | 0.0% | 0.0% | 344 | +26 | 11.21% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Reduced | 250 | 12 | 0.0% | 0.0% | 353 | -1,000 | -80.0% | Q4 2025 | Feb 04, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 242 | 12 | 0.0% | 0.01% | 354 | -342 | -58.56% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 240 | 12 | 0.0% | 0.0% | 351 | +113 | 88.98% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 242 | 12 | 0.0% | 0.0% | 348 | -86 | -26.22% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 247 | 12 | 0.0% | 0.0% | 349 | -25 | -9.19% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 236 | 12 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quent Capital, LLC | History | Added to | 221 | 11 | 0.0% | 0.0% | 357 | +16 | 7.8% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 232 | 11 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 264 | 11 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 234 | 11 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TCTC Holdings, LLC | History | Reduced | 198 | 10 | 0.0% | 0.0% | 361 | -338 | -63.06% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | New | 199 | 10 | 0.0% | — | 360 | +199 | New | Q4 2025 | Jan 20, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 203 | 10 | 0.0% | 0.0% | 359 | -20 | -8.97% | Q4 2025 | Jan 21, 2026 |
| Leonteq Securities AG | History | No change | 200 | 10 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Grove Bank & Trust | History | No change | 197 | 10 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 196 | 9 | 0.0% | 0.0% | 364 | -16 | -7.55% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 186 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | New | 166 | 8 | 0.0% | — | 369 | +166 | New | Q4 2025 | Feb 12, 2026 |
| Banque Cantonale Vaudoise | History | New | 154 | 8 | 0.0% | — | 371 | +154 | New | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 158 | 8 | 0.0% | — | 370 | +148 | 1480.0% | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 163 | 8 | 0.0% | 0.0% | 368 | -57 | -25.91% | Q4 2025 | Feb 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 168 | 8 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Asset Dedication, LLC | History | No change | 176 | 8 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GROUP ONE TRADING LLC | History | New | 154 | 7 | 0.0% | — | 372 | +154 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 138 | 7 | 0.0% | — | 377 | +138 | New | Q4 2025 | Jan 27, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 142 | 7 | 0.0% | 0.0% | 376 | -16 | -10.13% | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 142 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 148 | 7 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | Reduced | 135 | 6 | 0.0% | 0.0% | 383 | -162 | -54.55% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 127 | 6 | 0.0% | 0.0% | 382 | -26 | -16.99% | Q4 2025 | Feb 06, 2026 |
| Bangor Savings Bank | History | Reduced | 129 | 6 | 0.0% | 0.0% | 378 | -21 | -14.0% | Q4 2025 | Jan 16, 2026 |
| Cromwell Holdings LLC | History | Reduced | 131 | 6 | 0.0% | 0.0% | 386 | -13 | -9.03% | Q4 2025 | Jan 20, 2026 |
| MACQUARIE GROUP LTD | History | No change | 121 | 6 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 133 | 6 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 124 | 6 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| First Command Advisory Services, Inc. | History | No change | 133 | 6 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WFA of San Diego, LLC | History | No change | 133 | 6 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 126 | 6 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 136 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 128 | 6 | 0.01% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 101 | 5 | 0.0% | 0.0% | 390 | -226 | -69.11% | Q4 2025 | Jan 07, 2026 |
| DV EQUITIES, LLC | History | New | 100 | 5 | 0.0% | — | 396 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 100 | 5 | 0.0% | — | 398 | +100 | New | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | Reduced | 109 | 5 | 0.0% | 0.0% | 393 | -18 | -14.17% | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 102 | 5 | 0.0% | 0.0% | 395 | +4 | 4.08% | Q4 2025 | Feb 11, 2026 |
| Field & Main Bank | History | No change | 100 | 5 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| First PREMIER Bank | History | No change | 100 | 5 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 101 | 5 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 117 | 5 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parvin Asset Management, LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Advisors LLC | History | New | 79 | 4 | 0.0% | — | 405 | +79 | New | Q4 2025 | Jan 30, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 70 | 4 | 0.0% | 0.0% | 403 | -33 | -32.04% | Q4 2025 | Feb 02, 2026 |
| Banque Transatlantique SA | History | Reduced | 82 | 4 | 0.0% | 0.0% | 406 | -8 | -8.89% | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Security National Bank | History | No change | 91 | 4 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 71 | 3 | 0.0% | 0.01% | 408 | -300 | -80.86% | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 77 | 3 | 0.0% | — | 418 | +77 | New | Q4 2025 | Mar 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 72 | 3 | 0.0% | — | 417 | +72 | New | Q4 2025 | Feb 09, 2026 |
| Phillip James Consulting Co. | History | New | 66 | 3 | 0.05% | — | 419 | +66 | New | Q4 2025 | Feb 23, 2026 |
| Dorato Capital Management | History | New | 63 | 3 | 0.0% | — | 416 | +63 | New | Q4 2025 | Jan 16, 2026 |
| Elyxium Wealth, LLC | History | New | 60 | 3 | 0.0% | — | 414 | +60 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 62 | 3 | 0.0% | 0.0% | 411 | -8 | -11.43% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 72 | 3 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TSFG, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Co / SC | History | No change | 64 | 3 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 61 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 54 | 2 | 0.0% | — | 425 | +54 | New | Q4 2025 | Feb 17, 2026 |
| McMillan Office, Inc. | History | New | 50 | 2 | 0.0% | — | 428 | +50 | New | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 50 | 2 | 0.0% | 0.0% | 422 | -35 | -41.18% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 421 | -26 | -33.77% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 41 | 2 | 0.0% | 0.0% | 423 | -5 | -10.87% | Q4 2025 | Feb 20, 2026 |
| Root Financial Partners, LLC | History | Reduced | 46 | 2 | 0.0% | 0.0% | 426 | -5 | -9.8% | Q4 2025 | Feb 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 56 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cetera Trust Company, N.A | History | No change | 44 | 2 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 20 | 1 | 0.0% | 0.0% | 429 | -135 | -87.1% | Q4 2025 | Jan 27, 2026 |
| Investors Portfolio Services LLC | History | New | 38 | 1 | 0.0% | — | 449 | +38 | New | Q4 2025 | Feb 09, 2026 |
| Osbon Capital Management LLC | History | New | 35 | 1 | 0.0% | — | 437 | +35 | New | Q4 2025 | Mar 16, 2026 |
| Clayton Financial Group LLC | History | New | 33 | 1 | 0.0% | — | 445 | +33 | New | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 438 | -28 | -58.33% | Q4 2025 | Jan 29, 2026 |
| CDKV HOLDINGS LLC | History | New | 26 | 1 | 0.0% | — | 451 | +26 | New | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 24 | 1 | 0.0% | — | 448 | +24 | New | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 26 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 33 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| West Branch Capital LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Core Alternative Capital | History | No change | 29 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 22 | 1 | 0.0% | — | 439 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Piscataqua Savings Bank | History | No change | 36 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Brown Shipley& Co Ltd | History | No change | 37 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PFS Partners, LLC | History | No change | 20 | 1 | 0.0% | — | 443 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tidemark, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 28 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Wealth Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.81% | — | -1,133,949 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -460,359 | -100.0% | Q3 2025 | Oct 15, 2025 |
| DENDUR CAPITAL LP | History | Closed out | 0 | 0 | — | 1.77% | — | -390,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.07% | — | -327,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Troluce Capital Advisors LLC | History | Closed out | 0 | 0 | — | 1.38% | — | -225,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -186,120 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -166,215 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -143,752 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.03% | — | -122,367 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Closed out | 0 | 0 | — | 0.62% | — | -87,000 | -100.0% | Q3 2025 | Feb 13, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -70,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.42% | — | -51,703 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -51,454 | -100.0% | Q3 2025 | Nov 13, 2025 |
| De Lisle Partners LLP | History | Closed out | 0 | 0 | — | 0.27% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -48,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -38,792 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cannell & Spears LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Korea Investment CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,724 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,858 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,339 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,974 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -25,800 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Timber Creek Capital Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -25,053 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -24,700 | -100.0% | Q3 2025 | Dec 15, 2025 |
| USS Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24,640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| APG Asset Management N.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,803 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -19,793 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.29% | — | -19,304 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,074 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -13,080 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ASR Vermogensbeheer N.V. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,049 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,934 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,432 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,410 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -10,378 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Richard Bernstein Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,912 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HEADINVEST, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,507 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.0% | — | -8,250 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,601 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -7,210 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,199 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,051 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,039 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sky Investment Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,689 | -100.0% | Q3 2025 | Oct 09, 2025 |
| GraniteShares Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,278 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AG2R LA MONDIALE GESTION D'ACTIFS | History | Closed out | 0 | 0 | — | 0.01% | — | -5,567 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -5,436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -4,803 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,547 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -3,270 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wahed Invest LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,094 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,883 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Canada Post Corp Registered Pension Plan | History | Closed out | 0 | 0 | — | 0.0% | — | -1,674 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,137 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -718 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -572 | -100.0% | Q3 2025 | Feb 10, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -457 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -409 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Sachetta, LLC | History | Reduced | 9 | 0 | — | 0.01% | — | -333 | -97.37% | Q4 2025 | Feb 02, 2026 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ransom Advisory, Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Oct 21, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GW&K Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -42 | -84.0% | Q4 2025 | Jan 23, 2026 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Bruce G. Allen Investments, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -34 | -66.67% | Q4 2025 | Feb 10, 2026 |
| Dakota Community Bank & Trust NA | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Quintet Private Bank (Europe) S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 14 | 0 | — | 0.0% | — | -29 | -67.44% | Q4 2025 | Feb 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 04, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -16 | -53.33% | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ankerstar Wealth, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Family Capital Trust Co | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Abound Wealth Management | History | Reduced | 7 | 0 | — | — | — | -12 | -63.16% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | Added to | 14 | 0 | — | — | — | +12 | 600.0% | Q4 2025 | Jan 08, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Independence Bank of Kentucky | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 20, 2026 |
| Ares Financial Consulting, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Trifecta Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 24, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 16 | 0 | — | — | — | -1 | -5.88% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 20, 2026 |
| Whipplewood Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Coastline Trust Co | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clean Yield Group | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacific Center for Financial Services | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Investors Research Corp | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Larson Financial Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CNB Bank | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kozak & Associates, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CGC Financial Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arlington Trust Co LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rakuten Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WPG Advisers, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WINNOW WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |