RADIAN GROUP INC - RDN
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 | 19,340,692 | 696,071 | 0.01% | 0.01% | 1 | +490,503 | 2.6% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 16,226,779 | 584,001 | 0.01% | 0.01% | 2 | -45,818 | -0.28% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 5,984,229 | 215,372 | 0.47% | 0.48% | 3 | +9,143 | 0.15% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 5,959,463 | 214,481 | 0.03% | 0.03% | 4 | +63,437 | 1.08% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,717,423 | 205,772 | 0.04% | 0.04% | 5 | +274,222 | 5.04% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 5,707,360 | 205,407 | 0.01% | 0.01% | 6 | -147,436 | -2.52% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,197,591 | 151,071 | 0.08% | 0.07% | 7 | +178,108 | 4.43% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,216,751 | 115,788 | 0.01% | 0.01% | 8 | -2,300 | -0.07% | Q4 2025 | Feb 09, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 3,012,255 | 108,411 | 2.03% | 1.51% | 9 | +916,003 | 43.7% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,011,196 | 108,372 | 0.02% | 0.02% | 10 | -684,907 | -18.53% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,188,624 | 78,768 | 0.1% | 0.09% | 11 | +315,575 | 16.85% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,155,284 | 77,568 | 0.26% | 0.29% | 12 | -198,981 | -8.45% | Q4 2025 | Feb 18, 2026 |
| NORGES BANK | History | New | 2,149,601 | 77,364 | 0.01% | — | 13 | +2,149,601 | New | Q4 2025 | Feb 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 1,935,415 | 69,655 | 0.41% | 0.45% | 14 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Added to | 1,648,747 | 59,338 | 0.0% | 0.0% | 15 | +12,560 | 0.77% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,586,810 | 57,109 | 0.01% | 0.01% | 16 | -127,027 | -7.41% | Q4 2025 | Feb 17, 2026 |
| BRUNI J V & CO /CO | History | Added to | 1,584,023 | 57,008 | 5.6% | 5.77% | 17 | +6,241 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Capital World Investors | History | Added to | 1,576,825 | 56,749 | 0.01% | 0.01% | 18 | +122,738 | 8.44% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,559,705 | 56,133 | 0.06% | 0.08% | 19 | +713,422 | 84.3% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,464,217 | 52,697 | 0.05% | 0.04% | 20 | +474,378 | 47.92% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,398,076 | 50,316 | 0.04% | 0.05% | 21 | -479,757 | -25.55% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,180,500 | 42,486 | 0.01% | 0.01% | 22 | -83,832 | -6.63% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,090,012 | 39,229 | 0.0% | 0.0% | 23 | +67,167 | 6.57% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 896,994 | 32,241 | 0.04% | 0.05% | 24 | -229 | -0.03% | Q4 2025 | Jan 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 871,412 | 31,362 | 0.0% | 0.0% | 25 | +110,981 | 14.59% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 839,243 | 30,204 | 0.04% | 0.04% | 26 | +164,171 | 24.32% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 824,642 | 29,678 | 0.03% | 0.02% | 27 | +413,381 | 100.52% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 814,800 | 29,324 | 0.01% | 0.01% | 28 | +41,927 | 5.42% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 678,036 | 24,402 | 0.01% | 0.02% | 29 | -329,136 | -32.68% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 677,322 | 24,376 | 0.0% | 0.0% | 30 | +22,050 | 3.37% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 645,753 | 23,240 | 0.01% | 0.01% | 31 | -8,307 | -1.27% | Q4 2025 | Feb 02, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 645,368 | 23,226 | 0.0% | 0.0% | 32 | +3,394 | 0.53% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 613,222 | 22,069 | 0.0% | 0.0% | 33 | -21,567 | -3.4% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 601,340 | 21,642 | 0.0% | 0.0% | 34 | -312,874 | -34.22% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 593,962 | 21,376 | 0.0% | 0.0% | 35 | +33,599 | 6.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 587,658 | 21,151 | 0.0% | — | 36 | +587,658 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 564,300 | 20,309 | 0.04% | 0.04% | 37 | -54,000 | -8.73% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 556,149 | 20,015 | 0.07% | 0.08% | 38 | -34,575 | -5.85% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 550,634 | 19,817 | 0.03% | 0.01% | 39 | +306,282 | 125.34% | Q4 2025 | Jan 09, 2026 |
| ALPS ADVISORS INC | History | Reduced | 538,235 | 19,371 | 0.11% | 0.12% | 40 | -33,353 | -5.84% | Q4 2025 | Feb 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 512,831 | 18,456 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 506,767 | 18,238 | 0.02% | 0.0% | 42 | +484,906 | 2218.13% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 505,344 | 18,187 | 0.03% | 0.03% | 43 | +131 | 0.03% | Q4 2025 | Jan 23, 2026 |
| River Road Asset Management, LLC | History | Reduced | 491,560 | 17,691 | 0.19% | 0.26% | 44 | -156,124 | -24.1% | Q4 2025 | Feb 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 477,689 | 17,192 | 0.01% | 0.02% | 45 | -305,988 | -39.05% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 410,810 | 14,785 | 0.0% | 0.0% | 46 | +159,108 | 63.21% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 410,204 | 14,763 | 0.07% | — | 47 | +410,204 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 408,224 | 14,691 | 0.01% | 0.01% | 48 | -26,761 | -6.15% | Q4 2025 | Feb 13, 2026 |
| Cander Asset Management LP | History | New | 405,991 | 14,611 | 2.7% | — | 49 | +405,991 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 405,561 | 14,596 | 0.01% | 0.01% | 50 | -128,594 | -24.07% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 382,064 | 13,750 | 0.39% | 0.3% | 51 | +98,326 | 34.65% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 381,465 | 13,728 | 0.04% | 0.04% | 52 | +76,136 | 24.94% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 380,317 | 13,687 | 0.02% | 0.01% | 53 | +218,900 | 135.61% | Q4 2025 | Feb 13, 2026 |
| SKBA CAPITAL MANAGEMENT LLC | History | No change | 380,100 | 13,679 | 1.94% | 1.9% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 365,709 | 13,161 | 0.04% | 0.04% | 55 | +4,448 | 1.23% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 363,053 | 13,066 | 0.0% | 0.0% | 56 | -63,034 | -14.79% | Q4 2025 | Feb 09, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 348,500 | 12,542 | 0.07% | — | 57 | +348,500 | New | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 332,790 | 11,977 | 0.08% | — | 58 | +332,790 | New | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 331,576 | 11,933 | 0.0% | 0.0% | 59 | -136,275 | -29.13% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 316,915 | 11,405 | 0.03% | 0.03% | 60 | -7,446 | -2.3% | Q4 2025 | Feb 17, 2026 |
| Interval Partners, LP | History | Added to | 304,606 | 10,962 | 0.2% | 0.11% | 61 | +116,788 | 62.18% | Q4 2025 | Feb 17, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 300,000 | 10,797 | 0.58% | 0.57% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 294,455 | 10,597 | 0.0% | 0.01% | 63 | -709,792 | -70.68% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Added to | 289,838 | 10,431 | 0.02% | 0.0% | 64 | +230,596 | 389.24% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 289,183 | 10,407 | 0.01% | — | 65 | +289,183 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 274,506 | 9,879 | 0.01% | 0.01% | 66 | -2,831 | -1.02% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 266,950 | 9,607 | 0.01% | 0.01% | 67 | +6,500 | 2.5% | Q4 2025 | Feb 12, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 255,688 | 9,202 | 0.02% | 0.02% | 68 | -300 | -0.12% | Q4 2025 | Feb 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 239,396 | 8,623 | 0.01% | 0.01% | 69 | +89,311 | 59.51% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 236,323 | 8,505 | 0.0% | 0.0% | 70 | +197,211 | 504.22% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 213,759 | 7,757 | 0.01% | — | 71 | +213,759 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 214,998 | 7,737 | 0.0% | 0.0% | 72 | -263,179 | -55.04% | Q4 2025 | Jan 29, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 192,800 | 6,940 | 3.93% | 4.08% | 73 | -6,900 | -3.46% | Q4 2025 | Feb 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 183,046 | 6,587 | 0.01% | 0.01% | 74 | -9,389 | -4.88% | Q4 2025 | Feb 13, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | No change | 180,062 | 6,480 | 6.31% | 6.09% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 178,767 | 6,433 | 0.07% | 0.09% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 177,639 | 6,407 | 0.01% | 0.01% | 77 | -27,509 | -13.41% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 177,135 | 6,375 | 0.0% | 0.0% | 78 | -3,352 | -1.86% | Q4 2025 | Feb 10, 2026 |
| South Dakota Investment Council | History | New | 176,603 | 6,356 | 0.12% | — | 79 | +176,603 | New | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 168,212 | 6,053 | 0.0% | 0.02% | 80 | -1,292,681 | -88.49% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 164,120 | 5,906 | 0.0% | 0.0% | 81 | -9,838 | -5.66% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 154,836 | 5,572 | 0.0% | 0.0% | 82 | +48,476 | 45.58% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 145,017 | 5,219 | 0.01% | 0.01% | 83 | -4,619 | -3.09% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 138,930 | 5,000 | 0.02% | 0.02% | 84 | +8,010 | 6.12% | Q4 2025 | Jan 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 136,703 | 4,919 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 131,959 | 4,749 | 0.01% | 0.0% | 86 | +11,102 | 9.19% | Q4 2025 | Feb 17, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 130,371 | 4,722 | 1.97% | 1.97% | 87 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 130,956 | 4,713 | 0.01% | 15.46% | 88 | +39,044 | 42.48% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 130,881 | 4,711 | 0.0% | 0.0% | 89 | +42,428 | 47.97% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 126,366 | 4,547 | 0.0% | 0.0% | 90 | -484 | -0.38% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 124,461 | 4,480 | 0.01% | 0.0% | 91 | +123,666 | 15555.47% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 133,340 | 4,418 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 122,490 | 4,408 | 0.01% | 0.01% | 93 | -3,834 | -3.04% | Q4 2025 | Jan 26, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 120,094 | 4,323 | 0.0% | 0.0% | 94 | +3,866 | 3.33% | Q4 2025 | Feb 17, 2026 |
| EMG Holdings, L.P. | History | New | 120,000 | 4,318 | 3.19% | — | 96 | +120,000 | New | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 120,000 | 4,318 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 114,872 | 4,134 | 0.02% | 0.01% | 97 | +46,117 | 67.07% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 114,575 | 4,121 | 0.01% | 0.01% | 98 | -22,035 | -16.13% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 105,118 | 3,783 | 0.0% | 0.0% | 99 | +2,075 | 2.01% | Q4 2025 | Feb 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 99,726 | 3,589 | 0.1% | 0.11% | 100 | -176 | -0.18% | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 98,300 | 3,537 | 0.0% | 0.01% | 101 | -325,300 | -76.79% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 94,867 | 3,414 | 0.02% | 0.0% | 102 | +72,867 | 331.21% | Q4 2025 | Feb 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 92,510 | 3,329 | 0.07% | 0.08% | 103 | +2,492 | 2.77% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 91,985 | 3,310 | 0.03% | 0.03% | 104 | +2,161 | 2.41% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 90,154 | 3,255 | 0.0% | 0.0% | 105 | +16,895 | 23.06% | Q4 2025 | Mar 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 90,053 | 3,241 | 0.0% | 0.0% | 106 | +3,784 | 4.39% | Q4 2025 | Feb 17, 2026 |
| Ruffer LLP | History | New | 86,970 | 3,134 | 0.14% | — | 107 | +86,970 | New | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 84,981 | 3,058 | 0.0% | 0.0% | 108 | -19,452 | -18.63% | Q4 2025 | Feb 10, 2026 |
| Numerai GP LLC | History | Added to | 84,551 | 3,042 | 0.37% | 0.22% | 109 | +41,003 | 94.16% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Reduced | 83,085 | 2,990 | 0.04% | 0.05% | 110 | -28,664 | -25.65% | Q4 2025 | Jan 30, 2026 |
| Monument Capital Management | History | Reduced | 81,751 | 2,942 | 0.73% | 0.74% | 111 | -118 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 81,613 | 2,937 | 0.09% | 0.14% | 112 | -44,150 | -35.11% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 80,570 | 2,899 | 0.0% | 0.0% | 113 | -16,331 | -16.85% | Q4 2025 | Feb 18, 2026 |
| Engineers Gate Manager LP | History | Added to | 79,437 | 2,858 | 0.03% | 0.01% | 114 | +47,326 | 147.38% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 78,533 | 2,826 | 0.0% | 0.0% | 115 | +33,188 | 73.19% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 77,852 | 2,801 | 0.0% | 0.0% | 116 | +6,580 | 9.23% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 77,369 | 2,784 | 0.02% | 0.02% | 117 | -6,618 | -7.88% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 77,039 | 2,772 | 0.0% | 0.0% | 118 | +38,629 | 100.57% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 74,818 | 2,692 | 0.01% | 0.01% | 119 | -4,089 | -5.18% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 74,650 | 2,686 | 0.03% | 0.03% | 120 | +1,086 | 1.48% | Q4 2025 | Jan 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 73,721 | 2,653 | 0.01% | 0.01% | 121 | +6,147 | 9.1% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 73,146 | 2,632 | 0.03% | 0.03% | 122 | +2,983 | 4.25% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 69,500 | 2,501 | 0.0% | — | 123 | +69,500 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 67,928 | 2,444 | 0.02% | 0.02% | 124 | +14,623 | 27.43% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 66,542 | 2,394 | 0.0% | — | 125 | +66,542 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 66,400 | 2,389 | 0.01% | 0.01% | 126 | +9,000 | 15.68% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Associates, LP | History | Reduced | 63,649 | 2,290 | 0.01% | 0.01% | 127 | -14,789 | -18.85% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 63,008 | 2,267 | 0.0% | 0.0% | 128 | -14 | -0.02% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 62,554 | 2,251 | 0.01% | 0.01% | 129 | +1,167 | 1.9% | Q4 2025 | Jan 30, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 62,100 | 2,234 | 0.04% | 0.04% | 130 | -200 | -0.32% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 59,874 | 2,154 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 57,059 | 2,054 | 0.0% | 0.0% | 132 | +29,750 | 108.94% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 56,008 | 2,016 | 0.0% | 0.0% | 133 | -2,631 | -4.49% | Q4 2025 | Jan 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 54,115 | 1,948 | 0.15% | 0.14% | 134 | +4,301 | 8.63% | Q4 2025 | Jan 20, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 57,009 | 1,875 | 0.01% | 0.01% | 135 | +15,438 | 37.14% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 48,757 | 1,754 | 0.01% | 0.01% | 136 | -12,160 | -19.96% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 48,554 | 1,747 | 0.01% | 0.01% | 137 | +1,991 | 4.28% | Q4 2025 | Feb 17, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 48,528 | 1,746 | 0.48% | 0.46% | 138 | -752 | -1.53% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 47,600 | 1,713 | 0.0% | 0.0% | 139 | +37,400 | 366.67% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 45,925 | 1,652 | 0.03% | 0.02% | 140 | +11,748 | 34.37% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 44,943 | 1,617 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 44,596 | 1,605 | 0.0% | 0.0% | 142 | +5,303 | 13.5% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,960 | 1,582 | 0.0% | 0.0% | 143 | +7,962 | 22.12% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 43,210 | 1,555 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 41,991 | 1,511 | 0.0% | 0.01% | 145 | -13,101 | -23.78% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 40,479 | 1,456 | 0.0% | 0.0% | 146 | -34,537 | -46.04% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 39,361 | 1,417 | 0.01% | 0.01% | 147 | +128 | 0.33% | Q4 2025 | Feb 05, 2026 |
| Magnetar Financial LLC | History | New | 38,058 | 1,369 | 0.01% | — | 148 | +38,058 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 37,792 | 1,360 | 0.0% | 0.0% | 149 | -1,054 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 37,671 | 1,355 | 0.01% | 0.01% | 150 | -2,081 | -5.23% | Q4 2025 | Jan 28, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 37,117 | 1,335 | 0.15% | 0.15% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 37,087 | 1,334 | 0.04% | 0.04% | 152 | -20,599 | -35.71% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 37,003 | 1,331 | 0.01% | 0.01% | 153 | -1,615 | -4.18% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 36,385 | 1,309 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 34,601 | 1,245 | 0.0% | 0.01% | 155 | -9,860 | -22.18% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,008 | 1,229 | 0.01% | 0.02% | 156 | -5,564 | -13.07% | Q4 2025 | Jan 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 34,116 | 1,228 | 0.0% | 0.0% | 157 | -5,141 | -13.1% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 34,020 | 1,224 | 0.01% | 0.01% | 158 | -4,155 | -10.88% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 33,543 | 1,207 | 0.01% | 0.01% | 159 | -952 | -2.76% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 33,433 | 1,203 | 0.0% | 0.0% | 160 | +68 | 0.2% | Q4 2025 | Feb 18, 2026 |
| Summit Global Investments | History | Reduced | 33,093 | 1,191 | 0.07% | 0.07% | 161 | -404 | -1.21% | Q4 2025 | Feb 18, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 32,066 | 1,154 | 0.06% | 0.13% | 162 | -15,271 | -32.26% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 32,074 | 1,154 | 0.22% | 0.24% | 163 | -59 | -0.18% | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 30,980 | 1,114 | 0.01% | 0.01% | 164 | +474 | 1.55% | Q4 2025 | Feb 04, 2026 |
| Nicollet Investment Management, Inc. | History | Added to | 30,034 | 1,081 | 0.34% | 0.35% | 165 | +276 | 0.93% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 29,605 | 1,065 | 0.03% | 0.02% | 166 | +9,000 | 43.68% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 29,008 | 1,043 | 0.16% | — | 167 | +29,008 | New | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 27,889 | 1,003 | 0.0% | 0.0% | 168 | +2,284 | 8.92% | Q4 2025 | Feb 11, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 27,653 | 995 | 0.02% | 0.03% | 169 | -2,261 | -7.56% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 27,306 | 982 | 0.01% | 0.01% | 170 | +2,941 | 12.07% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 26,647 | 965 | 0.0% | 0.0% | 171 | +16,871 | 172.58% | Q4 2025 | Feb 18, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 26,814 | 965 | 0.01% | 0.01% | 172 | +12,762 | 90.82% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 26,750 | 962 | 0.02% | 0.02% | 173 | -8,421 | -23.94% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 26,351 | 948 | 0.0% | 0.0% | 174 | +800 | 3.13% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 26,070 | 946 | 0.01% | 0.01% | 175 | -762 | -2.84% | Q4 2025 | Jan 23, 2026 |
| Amundi | History | Added to | 25,325 | 911 | 0.0% | 0.0% | 176 | +1,765 | 7.49% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 24,419 | 878 | 0.0% | 0.0% | 177 | -2,110 | -7.95% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 24,071 | 866 | 0.0% | 0.0% | 178 | -761 | -3.06% | Q4 2025 | Feb 12, 2026 |
| Atom Investors LP | History | Reduced | 23,463 | 844 | 0.07% | 0.08% | 179 | -4,483 | -16.04% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,660 | 815 | 0.0% | 0.0% | 180 | +5,827 | 34.62% | Q4 2025 | Feb 13, 2026 |
| iSAM Funds (UK) Ltd | History | New | 21,383 | 769 | 0.28% | — | 181 | +21,383 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 21,249 | 764 | 0.0% | 0.0% | 182 | +647 | 3.14% | Q4 2025 | Mar 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 20,172 | 725 | 0.0% | 0.0% | 183 | -7,501 | -27.11% | Q4 2025 | Feb 10, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 19,973 | 718 | 0.01% | 0.01% | 184 | +500 | 2.57% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 19,760 | 711 | 0.0% | 0.0% | 185 | +3,843 | 24.14% | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | Reduced | 19,713 | 709 | 0.11% | 0.37% | 186 | -22,079 | -52.83% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 19,493 | 701 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,265 | 693 | 0.01% | 0.02% | 188 | +4,982 | 34.88% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 17,980 | 647 | 0.0% | 0.0% | 189 | +79 | 0.44% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,564 | 632 | 0.0% | 0.0% | 190 | +6,876 | 64.33% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 17,051 | 613 | 0.01% | 0.01% | 191 | -210 | -1.22% | Q4 2025 | Jan 23, 2026 |
| Graham Capital Management, L.P. | History | New | 16,460 | 592 | 0.01% | — | 192 | +16,460 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 16,396 | 590 | 0.03% | 0.06% | 193 | -9,208 | -35.96% | Q4 2025 | Feb 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,139 | 580 | 0.01% | 0.01% | 194 | +19 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 16,002 | 575 | 0.0% | 0.0% | 195 | +2,275 | 16.57% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 15,485 | 557 | 0.01% | 0.01% | 196 | +312 | 2.06% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 14,665 | 532 | 0.01% | 0.01% | 197 | -512 | -3.37% | Q4 2025 | Jan 08, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 14,708 | 529 | 0.02% | 0.01% | 198 | +5,470 | 59.21% | Q4 2025 | Feb 06, 2026 |
| Miller Financial Services LLC | History | Reduced | 14,400 | 518 | 0.61% | 0.61% | 199 | -250 | -1.71% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 13,711 | 493 | 0.02% | 0.06% | 200 | -45,508 | -76.85% | Q4 2025 | Feb 10, 2026 |
| ALGERT GLOBAL LLC | History | No change | 13,653 | 491 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,612 | 490 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kendall Capital Management | History | Added to | 13,280 | 477 | 0.1% | 0.11% | 203 | +215 | 1.65% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,201 | 475 | 0.0% | 0.0% | 204 | -264 | -1.96% | Q4 2025 | Feb 12, 2026 |
| R Squared Ltd | History | Added to | 12,948 | 465 | 0.22% | 0.1% | 205 | +6,550 | 102.38% | Q4 2025 | Jan 30, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 12,477 | 449 | 0.02% | 0.02% | 206 | +116 | 0.94% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,246 | 440 | 0.0% | 0.01% | 207 | +685 | 5.93% | Q4 2025 | Jan 23, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 11,765 | 423 | 0.0% | 0.0% | 208 | -289 | -2.4% | Q4 2025 | Feb 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 11,612 | 417 | 0.01% | 0.02% | 209 | -2,212 | -16.0% | Q4 2025 | Jan 27, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 11,456 | 412 | 0.04% | 0.04% | 210 | -235 | -2.01% | Q4 2025 | Jan 27, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 11,411 | 410 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| E&G Advisors, LP | History | No change | 11,315 | 407 | 0.09% | 0.1% | 212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 11,153 | 401 | 0.02% | 0.02% | 213 | +1,996 | 21.8% | Q4 2025 | Jan 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 11,011 | 396 | 0.01% | 0.01% | 214 | -322 | -2.84% | Q4 2025 | Feb 11, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 10,781 | 388 | 0.29% | — | 215 | +10,781 | New | Q4 2025 | Feb 06, 2026 |
| XPONANCE LLC | History | Added to | 10,749 | 386 | 0.0% | 0.0% | 216 | +45 | 0.42% | Q4 2025 | Feb 12, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 10,702 | 385 | 0.04% | 0.04% | 217 | +476 | 4.65% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,665 | 383 | 0.0% | 0.0% | 218 | +896 | 9.17% | Q4 2025 | Feb 03, 2026 |
| Versor Investments LP | History | New | 9,804 | 352 | 0.05% | — | 219 | +9,804 | New | Q4 2025 | Feb 04, 2026 |
| STRS OHIO | History | Reduced | 9,500 | 341 | 0.0% | 0.0% | 220 | -1,200 | -11.21% | Q4 2025 | Feb 02, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,389 | 337 | 0.0% | 0.0% | 221 | -18,400 | -66.21% | Q4 2025 | Feb 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 9,290 | 334 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | Reduced | 9,147 | 329 | 0.0% | 0.0% | 223 | -294 | -3.11% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 8,974 | 322 | 0.0% | — | 224 | +8,974 | New | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 8,928 | 321 | 0.0% | 0.0% | 225 | -332 | -3.59% | Q4 2025 | Feb 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 8,864 | 319 | 0.01% | 0.01% | 226 | -1,654 | -15.73% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,523 | 306 | 0.0% | 0.0% | 227 | -364 | -4.1% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 8,394 | 302 | 0.0% | 0.0% | 228 | +531 | 6.75% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 8,290 | 298 | 0.0% | 0.0% | 229 | +8,000 | 2758.62% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 8,283 | 298 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Corus Family Wealth Advisors | History | Reduced | 8,207 | 295 | 0.24% | 0.22% | 232 | -225 | -2.67% | Q4 2025 | Feb 04, 2026 |
| BAILARD, INC. | History | No change | 8,200 | 295 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,149 | 293 | 0.01% | 0.0% | 233 | +3,469 | 74.12% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,661 | 275 | 0.0% | 0.0% | 234 | +742 | 10.72% | Q4 2025 | Jan 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 7,395 | 266 | 0.07% | 0.01% | 235 | +6,460 | 690.91% | Q4 2025 | Feb 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,278 | 261 | 0.02% | — | 236 | +7,278 | New | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 7,255 | 261 | 0.06% | 0.03% | 237 | +1,667 | 29.83% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 7,190 | 259 | 0.0% | — | 238 | +7,190 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,049 | 253 | 0.0% | 0.0% | 239 | -673 | -8.72% | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | New | 6,873 | 247 | 0.02% | — | 240 | +6,873 | New | Q4 2025 | Feb 05, 2026 |
| DGS Capital Management, LLC | History | Added to | 6,788 | 244 | 0.04% | 0.04% | 241 | +195 | 2.96% | Q4 2025 | Feb 24, 2026 |
| denkapparat Operations GmbH | History | No change | 6,670 | 240 | 0.13% | 0.15% | 242 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 6,656 | 239 | 0.01% | — | 243 | +6,656 | New | Q4 2025 | Feb 17, 2026 |
| EMC Capital Management | History | Reduced | 6,531 | 235 | 0.1% | 0.13% | 245 | -1,153 | -15.01% | Q4 2025 | Mar 09, 2026 |
| Penserra Capital Management LLC | History | Added to | 6,551 | 235 | 0.0% | 0.0% | 244 | +86 | 1.33% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 6,396 | 230 | 0.0% | — | 246 | +6,396 | New | Q4 2025 | Feb 04, 2026 |
| Paulson Wealth Management Inc. | History | No change | 6,369 | 229 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HM PAYSON & CO | History | No change | 6,258 | 225 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 6,120 | 220 | 0.01% | 0.02% | 249 | -8,418 | -57.9% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,060 | 218 | 0.0% | 0.0% | 250 | +349 | 6.11% | Q4 2025 | Feb 06, 2026 |
| SEARLE & CO. | History | No change | 6,026 | 216 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Added to | 5,998 | 215 | 0.0% | 0.0% | 252 | +24 | 0.4% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,830 | 209 | 0.0% | — | 253 | +5,830 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,766 | 207 | 0.0% | 0.0% | 254 | +226 | 4.08% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 5,743 | 206 | 0.0% | 0.0% | 255 | -274 | -4.55% | Q4 2025 | Jan 26, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 5,687 | 204 | 0.04% | 0.04% | 256 | -22 | -0.39% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,665 | 203 | 0.0% | 0.0% | 257 | -75 | -1.31% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,637 | 202 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | Reduced | 5,558 | 200 | 0.0% | 0.01% | 259 | -29,442 | -84.12% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,060 | 182 | 0.09% | 0.1% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 3,942 | 142 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3,925 | 141 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,807 | 138 | 0.01% | 0.01% | 264 | +642 | 20.28% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,852 | 138 | 0.0% | 0.0% | 263 | +62 | 1.64% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,493 | 125 | 0.0% | 0.0% | 265 | -118 | -3.27% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 3,198 | 115 | 0.0% | — | 266 | +3,198 | New | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,193 | 114 | 0.0% | — | 267 | +3,193 | New | Q4 2025 | Jan 14, 2026 |
| State of Wyoming | History | Added to | 3,129 | 112 | 0.01% | 0.01% | 268 | +9 | 0.29% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 2,706 | 97 | 0.0% | — | 270 | +2,706 | New | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,710 | 97 | 0.0% | 0.0% | 269 | -100 | -3.56% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,541 | 91 | 0.0% | 0.0% | 271 | -73 | -2.79% | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | Reduced | 2,189 | 79 | 0.04% | 0.06% | 273 | -592 | -21.29% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,208 | 79 | 0.0% | 0.0% | 272 | -157 | -6.64% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,150 | 77 | 0.0% | 0.0% | 274 | -20 | -0.92% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,015 | 72 | 0.0% | 0.0% | 275 | -642 | -24.16% | Q4 2025 | Mar 16, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,602 | 57 | 0.0% | 0.0% | 277 | -7,898 | -83.14% | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | No change | 1,600 | 57 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,553 | 56 | 0.0% | 0.0% | 278 | +329 | 26.88% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,501 | 54 | 0.0% | 0.0% | 279 | -3 | -0.2% | Q4 2025 | Jan 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,490 | 53 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,058 | 38 | 0.0% | 0.0% | 281 | +962 | 1002.08% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,037 | 37 | 0.0% | 0.0% | 282 | -713 | -40.74% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,001 | 36 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,000 | 35 | 0.0% | 0.0% | 284 | -8,600 | -89.58% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 1,000 | 35 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 942 | 33 | 0.0% | 0.0% | 286 | +2 | 0.21% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 907 | 32 | 0.0% | 0.0% | 287 | +360 | 65.81% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 883 | 32 | 0.0% | 0.0% | 288 | -28 | -3.07% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 878 | 31 | 0.0% | 0.0% | 289 | +167 | 23.49% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 808 | 29 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| V-Square Quantitative Management LLC | History | New | 792 | 28 | 0.0% | — | 291 | +792 | New | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 770 | 27 | 0.0% | 0.0% | 292 | +217 | 39.24% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 694 | 24 | 0.0% | 0.0% | 293 | -48 | -6.47% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 685 | 24 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 644 | 23 | 0.0% | 0.01% | 295 | -27,260 | -97.69% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 511 | 18 | 0.01% | — | 297 | +511 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 504 | 18 | 0.0% | 0.0% | 296 | +75 | 17.48% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 536 | 17 | 0.0% | — | 299 | +536 | New | Q4 2025 | Jan 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 524 | 17 | 0.0% | — | 298 | +524 | New | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 451 | 16 | 0.0% | 0.0% | 300 | -53,485 | -99.16% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 446 | 16 | 0.0% | 0.0% | 301 | -43 | -8.79% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 435 | 15 | 0.0% | 0.0% | 303 | +310 | 248.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 419 | 15 | 0.0% | 0.0% | 302 | -22 | -4.99% | Q4 2025 | Feb 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 389 | 14 | 0.0% | — | 304 | +389 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 376 | 13 | 0.0% | 0.0% | 305 | +58 | 18.24% | Q4 2025 | Jan 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 340 | 12 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 328 | 11 | 0.0% | 0.0% | 308 | +98 | 42.61% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 309 | 11 | 0.0% | 0.0% | 307 | -83 | -21.17% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 306 | 11 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 281 | 10 | 0.0% | 0.0% | 310 | -20 | -6.64% | Q4 2025 | Feb 09, 2026 |
| WPG Advisers, LLC | History | No change | 283 | 10 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Reduced | 252 | 9 | 0.0% | 0.0% | 312 | -121 | -32.44% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 242 | 8 | 0.0% | 0.0% | 313 | +8 | 3.42% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | No change | 243 | 8 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 212 | 7 | 0.0% | 0.0% | 315 | -381 | -64.25% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 219 | 7 | 0.0% | 0.0% | 316 | +18 | 8.96% | Q4 2025 | Jan 08, 2026 |
| Quarry LP | History | New | 185 | 6 | 0.0% | — | 318 | +185 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 179 | 6 | 0.0% | 0.0% | 317 | +58 | 47.93% | Q4 2025 | Jan 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 189 | 6 | 0.0% | 0.0% | 319 | +29 | 18.13% | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | No change | 143 | 5 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 113 | 4 | 0.0% | 0.0% | 321 | -28 | -19.86% | Q4 2025 | Feb 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 94 | 3 | 0.0% | — | 325 | +94 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 85 | 3 | 0.0% | — | 324 | +85 | New | Q4 2025 | Feb 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 101 | 3 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 108 | 3 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 81 | 2 | 0.0% | 0.0% | 332 | -376 | -82.28% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 81 | 2 | 0.0% | — | 336 | +81 | New | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | New | 79 | 2 | 0.0% | — | 330 | +79 | New | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | New | 77 | 2 | 0.0% | — | 333 | +77 | New | Q4 2025 | Feb 05, 2026 |
| Torren Management, LLC | History | New | 75 | 2 | 0.0% | — | 335 | +75 | New | Q4 2025 | Jan 30, 2026 |
| IMA Advisory Services, Inc. | History | New | 70 | 2 | 0.0% | — | 328 | +70 | New | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 80 | 2 | 0.0% | 0.0% | 326 | -10 | -11.11% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 75 | 2 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD Capital Management LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 79 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ares Financial Consulting, LLC | History | New | 42 | 1 | 0.0% | — | 353 | +42 | New | Q4 2025 | Jan 30, 2026 |
| Nemes Rush Group LLC | History | New | 31 | 1 | 0.0% | — | 344 | +31 | New | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 31 | 1 | 0.0% | — | 352 | +31 | New | Q4 2025 | Jan 23, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 29 | 1 | 0.0% | — | 347 | +29 | New | Q4 2025 | Jan 30, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 44 | 1 | 0.0% | — | 346 | +20 | 83.33% | Q4 2025 | Feb 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 36 | 1 | 0.0% | — | 345 | +13 | 56.52% | Q4 2025 | Jan 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 338 | +3 | 7.89% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 33 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 31 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | No change | 34 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -961,287 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Compass Rose Asset Management, LP | History | Closed out | 0 | 0 | — | 1.67% | — | -275,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -215,761 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -107,597 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -98,159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -94,074 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -78,324 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -69,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -61,728 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Prana Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -54,632 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -48,133 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,904 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,057 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,776 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -21,199 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Factorial Partners, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -14,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -11,132 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,959 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -9,656 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,676 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -8,071 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,963 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,839 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,300 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,988 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -486 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -391 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 18 | 0 | — | — | — | +16 | 800.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Management LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 27, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 03, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 18 | 0 | — | — | — | +9 | 100.0% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 13 | 0 | — | — | — | +8 | 160.0% | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 22 | 0 | — | — | — | +6 | 37.5% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | Added to | 22 | 0 | — | — | — | +6 | 37.5% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | Added to | 17 | 0 | — | — | — | +1 | 6.25% | Q4 2025 | Feb 11, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| West Branch Capital LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Abound Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |