RELX PLC - RELX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | Added to | 10,662,595 | 433,887 | 0.07% | 0.05% | 1 | +4,264,474 | 66.65% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 6,279,696 | 253,825 | 0.02% | 0.02% | 2 | +408,833 | 6.96% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,749,264 | 151,545 | 0.02% | 0.02% | 3 | -2,329 | -0.06% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,657,415 | 147,832 | 0.01% | 0.02% | 4 | -1,289,757 | -26.07% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 3,532,625 | 142,788 | 0.01% | 0.01% | 5 | -259,079 | -6.83% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,502,488 | 141,583 | 0.03% | 0.04% | 6 | +56,363 | 1.64% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,711,935 | 109,616 | 0.19% | 0.18% | 7 | -149,452 | -5.22% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,620,359 | 105,914 | 0.01% | 0.01% | 8 | +189,604 | 7.8% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 2,209,154 | 89,293 | 0.0% | 0.0% | 9 | -1,169,396 | -34.61% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Added to | 1,684,028 | 68,068 | 0.05% | 0.05% | 10 | +179,677 | 11.94% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,637,463 | 66,186 | 0.13% | 0.16% | 11 | -56,079 | -3.31% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,616,730 | 65,348 | 0.1% | 0.09% | 12 | +268,130 | 19.88% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,549,163 | 62,619 | 0.01% | — | 13 | +1,549,163 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,490,558 | 60,248 | 0.0% | 0.0% | 14 | +482,637 | 47.88% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,488,278 | 60,156 | 0.04% | 0.02% | 15 | +664,888 | 80.75% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,456,405 | 59,250 | 0.01% | 0.04% | 16 | -1,934,244 | -57.05% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,374,130 | 55,542 | 0.02% | 0.02% | 17 | -410,358 | -23.0% | Q4 2025 | Feb 10, 2026 |
| 1832 Asset Management L.P. | History | Added to | 1,233,802 | 49,870 | 0.04% | 0.0% | 18 | +1,212,885 | 5798.56% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,207,191 | 48,794 | 0.02% | 0.01% | 19 | +863,856 | 251.61% | Q4 2025 | Feb 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,189,379 | 48,074 | 0.66% | 0.46% | 20 | +466,218 | 64.47% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,131,754 | 45,745 | 0.01% | 0.02% | 21 | +20,054 | 1.8% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,095,567 | 44,282 | 0.16% | 0.13% | 22 | +263,551 | 31.68% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,063,442 | 42,984 | 0.01% | 0.01% | 23 | -48,952 | -4.4% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 977,887 | 39,533 | 0.01% | 0.02% | 24 | -32,274 | -3.19% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 967,659 | 39,113 | 0.06% | 0.08% | 25 | -131,275 | -11.95% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 784,945 | 31,727 | 0.03% | 0.04% | 26 | -16,641 | -2.08% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 725,095 | 29,308 | 0.0% | 0.0% | 27 | +195,645 | 36.95% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 700,411 | 28,310 | 0.0% | 0.0% | 28 | +87,908 | 14.35% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 635,182 | 25,674 | 0.04% | 0.0% | 29 | +626,882 | 7552.8% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 564,773 | 22,828 | 0.01% | 0.01% | 30 | +30,781 | 5.76% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 535,256 | 21,635 | 0.02% | — | 31 | +535,256 | New | Q4 2025 | Feb 12, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 517,540 | 20,919 | 0.98% | 1.49% | 32 | -148,132 | -22.25% | Q4 2025 | Feb 02, 2026 |
| Point72 Asset Management, L.P. | History | New | 499,184 | 20,177 | 0.02% | — | 33 | +499,184 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 422,077 | 17,061 | 0.02% | 0.02% | 34 | +24,555 | 6.18% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 391,181 | 15,811 | 0.01% | 0.01% | 35 | -193,854 | -33.14% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 377,412 | 15,254 | 0.08% | 0.13% | 36 | -71,921 | -16.01% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 375,344 | 15,171 | 0.28% | 0.33% | 37 | +8,052 | 2.19% | Q4 2025 | Jan 23, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 303,144 | 12,253 | 0.28% | 0.36% | 38 | -13,611 | -4.3% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 301,313 | 12,179 | 0.02% | 0.03% | 39 | +58,457 | 24.07% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | Reduced | 299,184 | 12,134 | 0.0% | 0.0% | 40 | -654 | -0.22% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 296,251 | 11,974 | 0.0% | 0.0% | 41 | +51,189 | 20.89% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 281,686 | 11,385 | 0.04% | — | 42 | +281,686 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 267,749 | 10,822 | 0.02% | 0.03% | 43 | +26,787 | 11.12% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 254,750 | 10,340 | 0.01% | 0.01% | 44 | -17,460 | -6.41% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Added to | 240,996 | 9,741 | 0.1% | 0.13% | 45 | +462 | 0.19% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 234,069 | 9,461 | 0.0% | 0.0% | 46 | +16,891 | 7.78% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 224,980 | 9,093 | 0.1% | 0.14% | 47 | +6,659 | 3.05% | Q4 2025 | Feb 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 223,959 | 9,052 | 0.13% | 0.18% | 48 | -29,330 | -11.58% | Q4 2025 | Feb 03, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 217,443 | 8,789 | 0.0% | 0.0% | 49 | +38,086 | 21.23% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Added to | 205,929 | 8,323 | 0.01% | 0.01% | 50 | +3,387 | 1.67% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 200,119 | 8,088 | 0.01% | 6.69% | 51 | +169,951 | 563.35% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 193,071 | 7,803 | 0.0% | 0.0% | 52 | -16,034 | -7.67% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 184,368 | 7,452 | 0.0% | 0.0% | 53 | -4,445 | -2.35% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 181,780 | 7,347 | 0.01% | 0.01% | 54 | +62,782 | 52.76% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Reduced | 181,622 | 7,341 | 0.11% | 0.16% | 55 | -17,241 | -8.67% | Q4 2025 | Feb 03, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 180,000 | 7,275 | 0.15% | 0.17% | 56 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 177,421 | 7,171 | 0.01% | 0.01% | 57 | +13,283 | 8.09% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 175,510 | 7,094 | 0.01% | 0.01% | 58 | -16,792 | -8.73% | Q4 2025 | Jan 30, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 175,214 | 7,082 | 0.06% | — | 59 | +175,214 | New | Q4 2025 | Feb 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 173,121 | 6,997 | 0.02% | 0.01% | 60 | +90,792 | 110.28% | Q4 2025 | Feb 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Reduced | 156,765 | 6,336 | 0.96% | 1.17% | 61 | -85 | -0.05% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 151,172 | 6,110 | 0.11% | 0.14% | 62 | +4,920 | 3.36% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 150,858 | 6,097 | 0.01% | 0.01% | 63 | +9,734 | 6.9% | Q4 2025 | Mar 16, 2026 |
| Narwhal Capital Management | History | Reduced | 149,017 | 6,023 | 0.44% | 0.54% | 64 | -4,502 | -2.93% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 146,354 | 5,915 | 0.04% | 0.06% | 65 | -21,991 | -13.06% | Q4 2025 | Feb 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 144,436 | 5,838 | 0.02% | 0.03% | 66 | +8,649 | 6.37% | Q4 2025 | Feb 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 139,836 | 5,748 | 0.01% | 0.01% | 67 | +64,395 | 85.36% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Added to | 141,224 | 5,708 | 0.01% | 0.01% | 68 | +1,381 | 0.99% | Q4 2025 | Feb 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 139,226 | 5,627 | 0.07% | 0.08% | 69 | +6,910 | 5.22% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | Added to | 134,749 | 5,446 | 0.02% | 0.02% | 70 | +7,113 | 5.57% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 134,348 | 5,430 | 0.0% | 0.0% | 71 | +80,989 | 151.78% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 133,812 | 5,408 | 0.0% | 0.0% | 72 | +25,761 | 23.84% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 133,469 | 5,394 | 0.01% | 0.02% | 73 | -9,080 | -6.37% | Q4 2025 | Feb 13, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 129,970 | 5,253 | 1.0% | 1.22% | 74 | +1,637 | 1.28% | Q4 2025 | Jan 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 129,016 | 5,214 | 0.06% | 0.08% | 75 | -17,357 | -11.86% | Q4 2025 | Feb 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 125,434 | 5,070 | 0.02% | 0.01% | 76 | +96,299 | 330.53% | Q4 2025 | Feb 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 124,971 | 5,051 | 0.04% | — | 77 | +124,971 | New | Q4 2025 | Feb 12, 2026 |
| Capital International, Inc./CA/ | History | New | 121,655 | 4,917 | 0.04% | — | 78 | +121,655 | New | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 120,052 | 4,852 | 0.07% | 0.06% | 79 | +51,190 | 74.34% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 109,626 | 4,431 | 0.05% | 0.05% | 80 | +22,993 | 26.54% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 108,600 | 4,389 | 0.0% | 0.0% | 81 | -8,609 | -7.34% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 102,584 | 4,146 | 0.97% | 1.01% | 82 | +9,297 | 9.97% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 102,015 | 4,123 | 0.0% | 0.01% | 83 | -7,011 | -6.43% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 98,363 | 3,975 | 0.01% | 0.0% | 84 | +76,863 | 357.5% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 96,838 | 3,914 | 0.01% | 0.01% | 85 | +3,366 | 3.6% | Q4 2025 | Jan 23, 2026 |
| Graham Capital Management, L.P. | History | New | 96,787 | 3,912 | 0.09% | — | 86 | +96,787 | New | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 96,740 | 3,910 | 0.37% | 3.0% | 87 | -540,959 | -84.83% | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 95,360 | 3,854 | 0.0% | 0.01% | 88 | -613,169 | -86.54% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 92,280 | 3,735 | 0.0% | 0.01% | 89 | -10,447 | -10.17% | Q4 2025 | Feb 13, 2026 |
| Seascape Capital Management | History | Added to | 90,148 | 3,644 | 1.04% | 1.19% | 90 | +2,946 | 3.38% | Q4 2025 | Jan 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 90,018 | 3,638 | 0.04% | 0.05% | 91 | -6,897 | -7.12% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 89,319 | 3,610 | 0.0% | 0.0% | 92 | +83,464 | 1425.52% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 88,973 | 3,596 | 0.07% | — | 93 | +88,973 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 86,937 | 3,513 | 0.0% | 0.01% | 94 | -6,747 | -7.2% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 81,765 | 3,304 | 0.01% | 0.01% | 95 | -62,384 | -43.28% | Q4 2025 | Feb 18, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 80,708 | 3,262 | 1.08% | 1.41% | 96 | -9,580 | -10.61% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 79,672 | 3,220 | 0.0% | 0.0% | 97 | +3,227 | 4.22% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 78,417 | 3,169 | 0.02% | 0.03% | 98 | -22,599 | -22.37% | Q4 2025 | Jan 29, 2026 |
| Jain Global LLC | History | New | 76,037 | 3,073 | 0.01% | — | 99 | +76,037 | New | Q4 2025 | Feb 17, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 75,966 | 3,070 | 0.16% | 0.81% | 100 | -525,874 | -87.38% | Q4 2025 | Jan 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 75,967 | 3,070 | 0.8% | 1.04% | 101 | -5,019 | -6.2% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | Added to | 75,092 | 3,035 | 0.04% | 0.01% | 102 | +61,359 | 446.8% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Added to | 73,051 | 2,952 | 0.16% | 0.02% | 103 | +66,144 | 957.64% | Q4 2025 | Feb 13, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 72,813 | 2,943 | 0.68% | 0.56% | 104 | +24,143 | 49.61% | Q4 2025 | Jan 23, 2026 |
| Verition Fund Management LLC | History | Added to | 72,215 | 2,918 | 0.01% | 0.0% | 105 | +63,714 | 749.49% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 71,389 | 2,885 | 0.14% | 0.02% | 106 | +65,989 | 1222.02% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 70,666 | 2,856 | 3.5% | 0.07% | 107 | -282 | -0.4% | Q4 2025 | Feb 25, 2026 |
| Callan Family Office, LLC | History | Added to | 70,427 | 2,846 | 0.06% | 0.04% | 108 | +41,247 | 141.35% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 68,286 | 2,760 | 0.08% | 0.09% | 109 | +7,405 | 12.16% | Q4 2025 | Feb 13, 2026 |
| LGT Group Foundation | History | Added to | 66,214 | 2,722 | 0.03% | 0.0% | 110 | +61,903 | 1435.93% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Added to | 66,645 | 2,693 | 0.07% | 0.07% | 111 | +36,810 | 123.38% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 64,871 | 2,622 | 0.12% | 0.16% | 112 | -2,124 | -3.17% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 63,581 | 2,569 | 0.03% | — | 113 | +63,581 | New | Q4 2025 | Feb 17, 2026 |
| Hemenway Trust Co LLC | History | Added to | 61,979 | 2,505 | 0.19% | 0.18% | 114 | +12,117 | 24.3% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Added to | 61,596 | 2,493 | 0.01% | 0.02% | 115 | +1,834 | 3.07% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 59,743 | 2,414 | 0.01% | 0.01% | 116 | +2,187 | 3.8% | Q4 2025 | Feb 18, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 57,358 | 2,318 | 0.11% | 0.13% | 117 | +933 | 1.65% | Q4 2025 | Feb 11, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 55,894 | 2,259 | 0.48% | 0.52% | 118 | -9,355 | -14.34% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 54,671 | 2,209 | 0.06% | — | 119 | +54,671 | New | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 54,137 | 2,188 | 0.08% | 0.1% | 120 | -1,383 | -2.49% | Q4 2025 | Jan 28, 2026 |
| Voleon Capital Management LP | History | Added to | 54,119 | 2,187 | 0.05% | 0.01% | 121 | +44,797 | 480.55% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 53,418 | 2,159 | 0.01% | 0.01% | 122 | -5,589 | -9.47% | Q4 2025 | Feb 12, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | New | 52,884 | 2,138 | 0.96% | — | 123 | +52,884 | New | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | Added to | 52,604 | 2,126 | 0.0% | 0.0% | 124 | +14,710 | 38.82% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,506 | 2,081 | 0.0% | 0.0% | 125 | -4,981 | -8.82% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 49,747 | 2,073 | 0.0% | 0.0% | 126 | +4,889 | 10.9% | Q4 2025 | Jan 08, 2026 |
| Brooklyn Investment Group | History | Added to | 48,630 | 2,012 | 0.09% | 0.06% | 127 | +39,990 | 462.85% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Added to | 47,476 | 1,918 | 0.06% | 0.06% | 128 | +2,899 | 6.5% | Q4 2025 | Feb 10, 2026 |
| Broad Run Investment Management, LLC | History | No change | 47,000 | 1,899 | 0.35% | 0.37% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 45,700 | 1,847 | 0.43% | 0.65% | 130 | -13,800 | -23.19% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 44,965 | 1,817 | 0.04% | 0.06% | 131 | +10,358 | 29.93% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 44,028 | 1,777 | 0.0% | 0.0% | 132 | -977 | -2.17% | Q4 2025 | Mar 09, 2026 |
| Henry James International Management Inc. | History | Reduced | 43,386 | 1,753 | 0.55% | 1.14% | 133 | -34,804 | -44.51% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 41,980 | 1,696 | 0.01% | 0.04% | 134 | -84,394 | -66.78% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 41,676 | 1,684 | 0.02% | 0.02% | 135 | +383 | 0.93% | Q4 2025 | Feb 18, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 41,189 | 1,664 | 0.11% | 0.18% | 136 | -10,569 | -20.42% | Q4 2025 | Jan 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 40,727 | 1,646 | 0.03% | 0.03% | 137 | +651 | 1.62% | Q4 2025 | Jan 20, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 40,648 | 1,642 | 0.0% | 0.0% | 138 | +8,570 | 26.72% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 39,944 | 1,614 | 0.02% | 0.02% | 139 | -86 | -0.21% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 38,547 | 1,558 | 0.0% | 0.0% | 140 | +7,625 | 24.66% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 38,431 | 1,553 | 0.02% | 0.03% | 141 | -16,055 | -29.47% | Q4 2025 | Feb 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 38,098 | 1,539 | 0.09% | 0.1% | 142 | +1,144 | 3.1% | Q4 2025 | Jan 29, 2026 |
| Gradient Investments LLC | History | Added to | 37,473 | 1,514 | 0.02% | 0.02% | 143 | +14,751 | 64.92% | Q4 2025 | Jan 08, 2026 |
| Caprock Group, LLC | History | Reduced | 36,944 | 1,493 | 0.03% | 0.05% | 144 | -4,299 | -10.42% | Q4 2025 | Jan 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 36,448 | 1,473 | 0.02% | 0.03% | 145 | -10,546 | -22.44% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | No change | 36,340 | 1,468 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,722 | 1,443 | 0.0% | 0.0% | 147 | +13,400 | 60.03% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 35,089 | 1,418 | 0.01% | 0.02% | 148 | -22,752 | -39.34% | Q4 2025 | Jan 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 35,061 | 1,417 | 0.02% | 0.02% | 149 | +1,254 | 3.71% | Q4 2025 | Jan 21, 2026 |
| M&T BANK CORP | History | Reduced | 34,089 | 1,378 | 0.0% | 0.01% | 150 | -2,202 | -6.07% | Q4 2025 | Jan 30, 2026 |
| Naviter Wealth, LLC | History | Reduced | 33,373 | 1,348 | 0.18% | 0.25% | 151 | -11,862 | -26.22% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 32,983 | 1,333 | 0.02% | 0.0% | 152 | +26,313 | 394.5% | Q4 2025 | Feb 09, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 31,569 | 1,276 | 0.01% | 0.01% | 153 | -1,826 | -5.47% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 30,514 | 1,233 | 0.03% | 0.03% | 154 | +6,736 | 28.33% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,200 | 1,220 | 0.0% | 0.0% | 155 | -5,244 | -14.8% | Q4 2025 | Feb 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 29,231 | 1,181 | 0.01% | 0.01% | 156 | +9,104 | 45.23% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 27,928 | 1,128 | 0.01% | 0.01% | 157 | -4 | -0.01% | Q4 2025 | Jan 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 83,400 | 1,101 | 0.27% | 0.14% | 158 | +70,800 | 561.9% | Q4 2025 | Feb 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 27,187 | 1,098 | 0.05% | 0.05% | 159 | +3,226 | 13.46% | Q4 2025 | Jan 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 26,982 | 1,090 | 0.03% | 0.27% | 160 | -174,686 | -86.62% | Q4 2025 | Feb 17, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 26,221 | 1,059 | 0.06% | 0.08% | 161 | -971 | -3.57% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Added to | 22,173 | 1,056 | 0.0% | 0.0% | 162 | +49 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 25,971 | 1,049 | 0.1% | 0.12% | 163 | -954 | -3.54% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 25,796 | 1,042 | 0.0% | 0.0% | 164 | -5,139 | -16.61% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 25,771 | 1,041 | 0.04% | 0.03% | 165 | +10,075 | 64.19% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 24,531 | 1,034 | 0.05% | 0.08% | 166 | -7,871 | -24.29% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,296 | 1,022 | 0.0% | 0.0% | 167 | +13,912 | 122.21% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 25,025 | 1,012 | 0.04% | 0.04% | 168 | +9,837 | 64.77% | Q4 2025 | Feb 23, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 23,932 | 967 | 0.04% | 0.02% | 169 | +10,097 | 72.98% | Q4 2025 | Jan 30, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 23,190 | 937 | 0.21% | — | 170 | +23,190 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,187 | 937 | 0.01% | 0.02% | 171 | -5,517 | -19.22% | Q4 2025 | Jan 23, 2026 |
| NOVEM GROUP | History | Added to | 23,032 | 930 | 0.11% | 0.1% | 172 | +5,437 | 30.9% | Q4 2025 | Jan 27, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 22,997 | 929 | 0.18% | 0.22% | 173 | -1,076 | -4.47% | Q4 2025 | Jan 09, 2026 |
| Ellevest, Inc. | History | Reduced | 22,702 | 917 | 0.13% | 0.2% | 174 | -5,902 | -20.63% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 22,666 | 916 | 0.01% | 0.01% | 175 | +1,276 | 5.97% | Q4 2025 | Jan 28, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 22,629 | 914 | 0.09% | — | 176 | +22,629 | New | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 22,239 | 898 | 0.0% | 0.0% | 177 | -7,645 | -25.58% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 22,145 | 895 | 0.0% | 0.0% | 178 | -14,731 | -39.95% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | Reduced | 21,399 | 864 | 0.0% | 0.01% | 179 | -12,791 | -37.41% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,361 | 863 | 0.0% | 0.01% | 180 | +1,065 | 5.25% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Reduced | 20,926 | 860 | 0.01% | 0.01% | 181 | -654 | -3.03% | Q4 2025 | Jan 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 21,063 | 851 | 0.0% | 0.0% | 182 | +2,331 | 12.44% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,661 | 835 | 0.0% | 0.0% | 183 | +2,022 | 10.85% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 20,670 | 835 | 0.02% | 0.02% | 184 | +33 | 0.16% | Q4 2025 | Feb 05, 2026 |
| BAILARD, INC. | History | Reduced | 20,529 | 829 | 0.02% | 0.03% | 185 | -7,799 | -27.53% | Q4 2025 | Feb 04, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 20,233 | 817 | 0.0% | 0.0% | 186 | -1,077 | -5.05% | Q4 2025 | Feb 09, 2026 |
| Ascent Group, LLC | History | Reduced | 20,196 | 816 | 0.03% | 0.04% | 187 | -1,220 | -5.7% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,034 | 809 | 0.01% | 0.01% | 188 | +514 | 2.63% | Q4 2025 | Jan 26, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 19,853 | 802 | 0.33% | 0.4% | 189 | -260 | -1.29% | Q4 2025 | Jan 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 19,926 | 802 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,018 | 796 | 0.0% | 0.0% | 191 | +5,884 | 41.63% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 19,109 | 785 | 0.03% | 0.05% | 192 | +1,908 | 11.09% | Q4 2025 | Feb 13, 2026 |
| Covenant Partners, LLC | History | No change | 19,100 | 772 | 0.23% | 0.26% | 193 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Banco de Sabadell, S.A | History | Reduced | 19,066 | 770 | 0.5% | 0.61% | 194 | -167 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 18,713 | 756 | 0.04% | 0.05% | 195 | +2,210 | 13.39% | Q4 2025 | Jan 21, 2026 |
| Aviso Financial Inc. | History | Added to | 18,515 | 748 | 0.03% | 0.03% | 196 | +770 | 4.34% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 17,610 | 733 | 0.02% | 0.04% | 197 | -7,186 | -28.98% | Q4 2025 | Jan 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 18,020 | 728 | 0.01% | 0.02% | 198 | +1,690 | 10.35% | Q4 2025 | Feb 09, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 17,835 | 725 | 0.05% | 0.06% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,678 | 714 | 0.0% | 0.0% | 200 | +14,337 | 429.12% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 17,114 | 691 | 0.01% | 0.01% | 201 | +5,705 | 50.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 16,770 | 677 | 0.31% | 0.43% | 202 | -2,479 | -12.88% | Q4 2025 | Jan 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,633 | 672 | 0.02% | 0.04% | 204 | -7,945 | -32.33% | Q4 2025 | Feb 19, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 16,641 | 672 | 0.02% | 0.02% | 203 | +4,531 | 37.42% | Q4 2025 | Feb 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 16,479 | 666 | 0.03% | 0.04% | 205 | +1,982 | 13.67% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 16,400 | 662 | 0.01% | 0.01% | 206 | -2,936 | -15.18% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 16,090 | 650 | 0.01% | 0.01% | 207 | -4,220 | -20.78% | Q4 2025 | Feb 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 16,068 | 649 | 0.16% | 0.08% | 208 | +13,661 | 567.55% | Q4 2025 | Mar 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,934 | 644 | 0.01% | 0.01% | 209 | +7,895 | 98.21% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 15,542 | 628 | 0.02% | 0.02% | 210 | -540 | -3.36% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 15,123 | 611 | 0.01% | 0.02% | 211 | -1,530 | -9.19% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 15,040 | 607 | 0.0% | 0.0% | 213 | -297 | -1.94% | Q4 2025 | Feb 06, 2026 |
| Qtron Investments LLC | History | No change | 15,020 | 607 | 0.08% | 0.09% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 14,836 | 599 | 0.36% | 0.43% | 214 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 14,540 | 587 | 0.01% | 0.0% | 215 | +10,473 | 257.51% | Q4 2025 | Feb 06, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 14,499 | 586 | 0.17% | 0.14% | 216 | +4,704 | 48.02% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 14,397 | 581 | 0.0% | — | 217 | +14,397 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,322 | 578 | 0.0% | 0.0% | 218 | +460 | 3.32% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 14,286 | 577 | 0.0% | 0.0% | 219 | +3,168 | 28.49% | Q4 2025 | Feb 11, 2026 |
| Maridea Wealth Management LLC | History | Added to | 14,240 | 575 | 0.09% | 0.08% | 221 | +2,974 | 26.4% | Q4 2025 | Jan 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 14,248 | 575 | 0.03% | 0.04% | 220 | -1,972 | -12.16% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 14,225 | 574 | 0.03% | 0.04% | 222 | -919 | -6.07% | Q4 2025 | Jan 27, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 14,184 | 573 | 0.07% | 0.11% | 223 | -2,534 | -15.16% | Q4 2025 | Feb 04, 2026 |
| PUZO MICHAEL J | History | Added to | 14,175 | 572 | 0.16% | 0.18% | 224 | +517 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,140 | 571 | 0.0% | 0.0% | 225 | -1,659 | -10.5% | Q4 2025 | Feb 13, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 13,913 | 562 | 0.3% | 0.17% | 226 | +7,824 | 128.49% | Q4 2025 | Jan 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,715 | 554 | 0.01% | 0.01% | 227 | -458 | -3.23% | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 13,639 | 551 | 0.14% | 0.16% | 228 | +50 | 0.37% | Q4 2025 | Jan 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 13,577 | 548 | 0.01% | 0.03% | 229 | -12,915 | -48.75% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 13,136 | 531 | 0.0% | 0.0% | 230 | +3 | 0.02% | Q4 2025 | Feb 17, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 13,128 | 530 | 0.04% | 0.04% | 231 | -2,511 | -16.06% | Q4 2025 | Jan 21, 2026 |
| GREENLEAF TRUST | History | Reduced | 12,841 | 519 | 0.0% | 0.01% | 232 | -176 | -1.35% | Q4 2025 | Jan 21, 2026 |
| Strategic Global Advisors, LLC | History | New | 12,483 | 504 | 0.08% | — | 233 | +12,483 | New | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 12,453 | 503 | 0.0% | 0.0% | 234 | +1,663 | 15.41% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | No change | 12,422 | 502 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 12,316 | 497 | 0.12% | 0.14% | 236 | +288 | 2.39% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,156 | 491 | 0.0% | 0.0% | 237 | -3,273 | -21.21% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 11,619 | 469 | 0.01% | 0.01% | 238 | -3,842 | -24.85% | Q4 2025 | Feb 12, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 11,623 | 469 | 0.18% | 0.29% | 239 | -3,712 | -24.21% | Q4 2025 | Feb 03, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 11,122 | 449 | 0.1% | — | 240 | +11,122 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,072 | 447 | 0.01% | 0.01% | 241 | +1,720 | 18.39% | Q4 2025 | Jan 29, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 11,084 | 446 | 0.03% | 0.03% | 242 | +267 | 2.47% | Q4 2025 | Jan 23, 2026 |
| BSW Wealth Partners | History | Reduced | 10,851 | 438 | 0.05% | 0.07% | 243 | -1,326 | -10.89% | Q4 2025 | Jan 23, 2026 |
| Martin Investment Management, LLC | History | Reduced | 10,785 | 435 | 0.12% | 0.14% | 244 | -700 | -6.09% | Q4 2025 | Feb 10, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 10,712 | 432 | 0.1% | 0.13% | 245 | -458 | -4.1% | Q4 2025 | Jan 26, 2026 |
| Baker Chad R | History | Reduced | 10,505 | 431 | 0.08% | 1.39% | 246 | -158,555 | -93.79% | Q4 2025 | Jan 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,468 | 423 | 0.01% | 0.01% | 247 | +359 | 3.55% | Q4 2025 | Feb 03, 2026 |
| Storgate, LLC | History | New | 10,437 | 421 | 0.35% | — | 248 | +10,437 | New | Q4 2025 | Feb 13, 2026 |
| Investment Research Partners LLC | History | Added to | 10,403 | 420 | 0.18% | 0.2% | 249 | +235 | 2.31% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,384 | 419 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 10,361 | 418 | 0.0% | 0.0% | 251 | +1,924 | 22.8% | Q4 2025 | Feb 13, 2026 |
| Plan A Wealth LLC | History | Added to | 10,328 | 417 | 0.2% | 0.23% | 252 | +805 | 8.45% | Q4 2025 | Feb 06, 2026 |
| Brucke Financial, Inc. | History | Reduced | 10,293 | 416 | 0.23% | 0.32% | 253 | -2,073 | -16.76% | Q4 2025 | Jan 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,975 | 410 | 0.0% | 0.0% | 254 | -110 | -1.09% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,138 | 409 | 0.0% | 0.0% | 255 | +570 | 5.96% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 9,906 | 400 | 0.0% | — | 256 | +9,906 | New | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 9,792 | 395 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,731 | 393 | 0.0% | 0.01% | 258 | -362 | -3.59% | Q4 2025 | Feb 02, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,688 | 392 | 0.0% | 0.01% | 259 | -51,047 | -84.05% | Q4 2025 | Jan 09, 2026 |
| LVW Advisors, LLC | History | Reduced | 9,511 | 384 | 0.04% | 0.06% | 260 | -3,073 | -24.42% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,481 | 383 | 0.0% | 0.0% | 261 | -5,844 | -38.13% | Q4 2025 | Feb 05, 2026 |
| Five Oceans Advisors | History | No change | 9,455 | 382 | 0.13% | 0.17% | 262 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 9,448 | 381 | 0.01% | 0.01% | 263 | +298 | 3.26% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,419 | 380 | 0.02% | 0.03% | 264 | -3,539 | -27.31% | Q4 2025 | Jan 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 9,318 | 376 | 0.05% | 0.05% | 265 | +2,224 | 31.35% | Q4 2025 | Jan 08, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Added to | 9,265 | 374 | 0.0% | 0.0% | 266 | +702 | 8.2% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,208 | 372 | 0.01% | 0.01% | 267 | +1,415 | 18.16% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,192 | 371 | 0.0% | 0.0% | 268 | -609 | -6.21% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,163 | 370 | 0.0% | 0.0% | 269 | +1,646 | 21.9% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 9,138 | 369 | 0.04% | 0.06% | 270 | -878 | -8.77% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 8,732 | 352 | 0.0% | 0.0% | 271 | +568 | 6.96% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,603 | 347 | 0.0% | — | 272 | +8,603 | New | Q4 2025 | Feb 18, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 8,587 | 347 | 0.05% | 0.08% | 273 | -3,297 | -27.74% | Q4 2025 | Jan 21, 2026 |
| Optas, LLC | History | Added to | 8,393 | 339 | 0.05% | 0.07% | 274 | +75 | 0.9% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,383 | 338 | 0.01% | 0.02% | 275 | -2,344 | -21.85% | Q4 2025 | Feb 06, 2026 |
| PDS Planning, Inc | History | Added to | 8,320 | 336 | 0.02% | 0.03% | 276 | +288 | 3.59% | Q4 2025 | Jan 26, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 7,874 | 318 | 0.13% | — | 277 | +7,874 | New | Q4 2025 | Feb 17, 2026 |
| Rock Point Advisors, LLC | History | Added to | 7,810 | 315 | 0.08% | 0.1% | 278 | +175 | 2.29% | Q4 2025 | Feb 04, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 7,658 | 309 | 0.21% | 0.21% | 279 | +911 | 13.5% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | New | 7,457 | 301 | 0.0% | — | 281 | +7,457 | New | Q4 2025 | Feb 17, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 7,458 | 301 | 0.06% | 0.07% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 7,389 | 298 | 0.02% | 0.02% | 282 | +527 | 7.68% | Q4 2025 | Jan 15, 2026 |
| Clarius Group, LLC | History | Reduced | 7,301 | 295 | 0.02% | 0.02% | 283 | -523 | -6.68% | Q4 2025 | Jan 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 7,265 | 293 | 0.03% | 0.05% | 284 | -1,963 | -21.27% | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 7,214 | 293 | 0.02% | 0.03% | 285 | -704 | -8.89% | Q4 2025 | Feb 13, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 7,094 | 286 | 0.01% | 0.02% | 286 | +191 | 2.77% | Q4 2025 | Feb 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 7,016 | 283 | 0.0% | — | 287 | +7,016 | New | Q4 2025 | Feb 13, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 6,958 | 281 | 0.09% | — | 288 | +6,958 | New | Q4 2025 | Jan 29, 2026 |
| NORDEN GROUP LLC | History | Reduced | 6,927 | 279 | 0.03% | 0.05% | 290 | -3,697 | -34.8% | Q4 2025 | Jan 13, 2026 |
| Keel Point, LLC | History | Added to | 6,918 | 279 | 0.02% | 0.02% | 289 | +384 | 5.88% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,825 | 275 | 0.02% | 0.02% | 291 | -336 | -4.69% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 6,780 | 274 | 0.05% | 0.07% | 292 | -476 | -6.56% | Q4 2025 | Jan 30, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 6,777 | 273 | 0.1% | 0.12% | 293 | -119 | -1.73% | Q4 2025 | Feb 02, 2026 |
| Dempze Nancy E | History | Added to | 6,750 | 272 | 0.14% | 0.16% | 294 | +800 | 13.45% | Q4 2025 | Feb 17, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 6,656 | 269 | 0.12% | 0.16% | 295 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| EWA, LLC | History | Added to | 6,567 | 265 | 0.06% | 0.08% | 296 | +793 | 13.73% | Q4 2025 | Feb 03, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 6,131 | 258 | 0.01% | 0.04% | 298 | -1,527 | -19.94% | Q4 2025 | Jan 29, 2026 |
| Net Worth Advisory Group | History | Added to | 6,387 | 258 | 0.05% | 0.07% | 297 | +1,132 | 21.54% | Q4 2025 | Jan 14, 2026 |
| Vest Financial, LLC | History | New | 6,359 | 257 | 0.0% | — | 299 | +6,359 | New | Q4 2025 | Jan 30, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 6,248 | 252 | 0.04% | 0.04% | 301 | +1,659 | 36.15% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 6,239 | 252 | 0.0% | 0.0% | 300 | +807 | 14.86% | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 6,234 | 251 | 0.0% | 0.0% | 302 | -12,999 | -67.59% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,200 | 251 | 0.01% | 0.01% | 303 | +740 | 13.55% | Q4 2025 | Mar 04, 2026 |
| Wedmont Private Capital | History | Added to | 5,974 | 251 | 0.01% | 0.01% | 304 | +519 | 9.51% | Q4 2025 | Jan 08, 2026 |
| Diversified Enterprises, LLC | History | New | 6,172 | 249 | 0.01% | — | 305 | +6,172 | New | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,157 | 248 | 0.0% | 0.01% | 306 | -177 | -2.79% | Q4 2025 | Jan 16, 2026 |
| EJMK Ventures LLC | History | New | 6,123 | 247 | 0.15% | — | 307 | +6,123 | New | Q4 2025 | Mar 03, 2026 |
| AlTi Global, Inc. | History | New | 6,035 | 243 | 0.01% | — | 308 | +6,035 | New | Q4 2025 | Feb 13, 2026 |
| Elefante Mark B | History | New | 5,860 | 236 | 0.14% | — | 310 | +5,860 | New | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | New | 5,848 | 236 | 0.02% | — | 309 | +5,848 | New | Q4 2025 | Jan 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,845 | 236 | 0.0% | 0.0% | 311 | +694 | 13.47% | Q4 2025 | Feb 17, 2026 |
| Notis-McConarty Edward | History | Reduced | 5,785 | 233 | 0.11% | 0.15% | 312 | -975 | -14.42% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 5,651 | 228 | 0.01% | 0.02% | 313 | -319 | -5.34% | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,626 | 227 | 0.0% | 0.0% | 314 | +1,241 | 28.3% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 5,578 | 225 | 0.0% | — | 316 | +5,578 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,567 | 225 | 0.0% | 0.01% | 317 | -2,396 | -30.09% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,577 | 225 | 0.0% | 0.01% | 318 | -1,872 | -25.13% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,588 | 225 | 0.0% | 0.0% | 315 | +438 | 8.5% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,511 | 222 | 0.01% | 0.01% | 319 | +281 | 5.37% | Q4 2025 | Jan 29, 2026 |
| Choate Investment Advisors | History | New | 5,477 | 221 | 0.0% | — | 320 | +5,477 | New | Q4 2025 | Feb 09, 2026 |
| WEXFORD CAPITAL LP | History | Reduced | 5,351 | 216 | 0.04% | 0.05% | 321 | -1,248 | -18.91% | Q4 2025 | Feb 13, 2026 |
| Traveka Wealth, LLC | History | Reduced | 5,329 | 215 | 0.09% | 0.12% | 322 | -385 | -6.74% | Q4 2025 | Jan 08, 2026 |
| Calydon Capital | History | Reduced | 5,295 | 214 | 0.04% | 0.07% | 323 | -3,875 | -42.26% | Q4 2025 | Feb 17, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 5,304 | 214 | 0.05% | 0.06% | 324 | +134 | 2.59% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | New | 5,216 | 210 | 0.01% | — | 326 | +5,216 | New | Q4 2025 | Jan 27, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 5,205 | 210 | 0.01% | 0.01% | 325 | -122 | -2.29% | Q4 2025 | Feb 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 5,191 | 209 | 0.01% | 0.02% | 327 | -773 | -12.96% | Q4 2025 | Feb 12, 2026 |
| R Squared Ltd | History | Reduced | 5,148 | 208 | 0.1% | 0.11% | 328 | -241 | -4.47% | Q4 2025 | Jan 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,128 | 207 | 0.0% | — | 329 | +5,128 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 5,074 | 205 | 0.01% | 0.0% | 330 | +931 | 22.47% | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 5,068 | 204 | 0.02% | 0.02% | 331 | +115 | 2.32% | Q4 2025 | Jan 15, 2026 |
| May Hill Capital, LLC | History | New | 4,982 | 201 | 0.03% | — | 332 | +4,982 | New | Q4 2025 | Feb 05, 2026 |
| TORONTO DOMINION BANK | History | No change | 4,568 | 184 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Reduced | 3,794 | 153 | 0.03% | 0.05% | 334 | -770 | -16.87% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,770 | 152 | 0.0% | 0.0% | 335 | +118 | 3.23% | Q4 2025 | Feb 02, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,662 | 148 | 0.0% | 0.0% | 336 | +875 | 31.4% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 3,468 | 140 | 0.0% | 0.0% | 337 | -65 | -1.84% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,399 | 137 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | Reduced | 3,150 | 127 | 0.02% | 0.02% | 339 | -227 | -6.72% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,928 | 118 | 0.0% | 0.0% | 340 | -294 | -9.12% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,821 | 114 | 0.0% | — | 341 | +2,821 | New | Q4 2025 | Feb 13, 2026 |
| Cromwell Holdings LLC | History | No change | 2,802 | 113 | 0.06% | 0.07% | 342 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 2,735 | 110 | 0.0% | — | 343 | +2,735 | New | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,691 | 108 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 2,507 | 101 | 0.01% | 0.01% | 345 | +426 | 20.47% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,486 | 100 | 0.0% | 0.0% | 347 | -1,874 | -42.98% | Q4 2025 | Jan 16, 2026 |
| Grove Bank & Trust | History | Reduced | 2,496 | 100 | 0.01% | 0.01% | 346 | -77 | -2.99% | Q4 2025 | Jan 08, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,461 | 99 | 0.0% | 0.0% | 348 | +2,179 | 772.7% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,410 | 97 | 0.0% | 0.0% | 349 | +962 | 66.44% | Q4 2025 | Feb 12, 2026 |
| J.Safra Asset Management Corp | History | New | 2,245 | 90 | 0.0% | — | 350 | +2,245 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,183 | 88 | 0.0% | 0.0% | 351 | -832 | -27.6% | Q4 2025 | Feb 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,062 | 83 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,910 | 77 | 0.01% | 0.01% | 353 | -3 | -0.16% | Q4 2025 | Jan 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,852 | 74 | 0.0% | 0.0% | 354 | -114 | -5.8% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | New | 1,800 | 72 | 0.0% | — | 356 | +1,800 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,782 | 72 | 0.0% | 0.0% | 355 | +157 | 9.66% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,740 | 70 | 0.0% | 0.0% | 357 | +13 | 0.75% | Q4 2025 | Feb 03, 2026 |
| MASECO LLP | History | New | 1,722 | 69 | 0.0% | — | 358 | +1,722 | New | Q4 2025 | Jan 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 1,528 | 61 | 0.02% | 0.02% | 359 | +15 | 0.99% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 1,431 | 57 | 0.0% | 0.0% | 360 | +185 | 14.85% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,412 | 57 | 0.0% | 0.01% | 361 | -8 | -0.56% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,361 | 55 | 0.0% | 0.0% | 362 | -156 | -10.28% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,188 | 48 | 0.0% | 0.01% | 364 | -40,069 | -97.12% | Q4 2025 | Feb 12, 2026 |
| C WorldWide Group Holding A/S | History | New | 1,198 | 48 | 0.0% | — | 363 | +1,198 | New | Q4 2025 | Feb 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,171 | 47 | 0.0% | 0.01% | 365 | -128 | -9.85% | Q4 2025 | Jan 26, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,126 | 45 | 0.01% | 0.02% | 366 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PALLADIEM, LLC | History | New | 1,080 | 44 | 0.04% | — | 367 | +1,080 | New | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,058 | 42 | 0.01% | 0.0% | 368 | +1,003 | 1823.64% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 959 | 38 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 885 | 37 | 0.0% | 0.0% | 370 | +204 | 29.96% | Q4 2025 | Jan 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 800 | 32 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 785 | 31 | 0.0% | 0.0% | 372 | +760 | 3040.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 731 | 29 | 0.0% | 0.0% | 373 | -400 | -35.37% | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 676 | 27 | 0.02% | 0.03% | 374 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 722 | 26 | 0.0% | 0.0% | 376 | +695 | 2574.07% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Reduced | 633 | 26 | 0.0% | 0.0% | 375 | -235 | -27.07% | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 638 | 25 | 0.0% | — | 378 | +638 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 622 | 25 | 0.0% | — | 377 | +622 | New | Q4 2025 | Feb 17, 2026 |
| Eagle Bay Advisors LLC | History | New | 594 | 24 | 0.02% | — | 380 | +594 | New | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 604 | 24 | 0.0% | 0.0% | 379 | -12 | -1.95% | Q4 2025 | Jan 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 587 | 23 | 0.0% | — | 381 | +587 | New | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 581 | 23 | 0.02% | — | 382 | +581 | New | Q4 2025 | Jan 27, 2026 |
| Elyxium Wealth, LLC | History | New | 535 | 21 | 0.01% | — | 383 | +535 | New | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | Added to | 502 | 20 | 0.01% | 0.02% | 384 | +58 | 13.06% | Q4 2025 | Jan 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 458 | 18 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Oakworth Capital, Inc. | History | New | 439 | 17 | 0.0% | — | 387 | +439 | New | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 439 | 17 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 420 | 16 | 0.01% | — | 393 | +420 | New | Q4 2025 | Mar 05, 2026 |
| Jessup Wealth Management, Inc | History | New | 399 | 16 | 0.01% | — | 391 | +399 | New | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 397 | 16 | 0.0% | 0.0% | 390 | -131 | -24.81% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 402 | 16 | 0.0% | 0.0% | 392 | +125 | 45.13% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 399 | 16 | 0.0% | 0.0% | 388 | +81 | 25.47% | Q4 2025 | Jan 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 406 | 16 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD Capital Management LLC | History | No change | 377 | 15 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 370 | 14 | 0.0% | 0.0% | 397 | +222 | 150.0% | Q4 2025 | Feb 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 366 | 14 | 0.0% | 0.0% | 396 | -33 | -8.27% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 348 | 14 | 0.0% | 0.0% | 398 | +30 | 9.43% | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 359 | 14 | 0.0% | 0.0% | 395 | -7 | -1.91% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 314 | 13 | 0.0% | 0.0% | 399 | -132 | -29.6% | Q4 2025 | Feb 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 336 | 13 | 0.01% | 0.01% | 402 | -71 | -17.44% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | Reduced | 326 | 13 | 0.0% | 0.0% | 401 | -6 | -1.81% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 327 | 13 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 296 | 11 | 0.0% | 0.0% | 405 | -13 | -4.21% | Q4 2025 | Jan 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 294 | 11 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 281 | 11 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 271 | 10 | 0.0% | 0.0% | 406 | +83 | 44.15% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 257 | 10 | 0.0% | 0.0% | 407 | +56 | 27.86% | Q4 2025 | Feb 02, 2026 |
| Fairman Group, LLC | History | Reduced | 248 | 10 | 0.01% | 0.01% | 408 | -54 | -17.88% | Q4 2025 | Feb 13, 2026 |
| CITY HOLDING CO | History | No change | 223 | 9 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GW&K Investment Management, LLC | History | No change | 223 | 9 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 244 | 9 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 199 | 8 | 0.0% | 0.0% | 412 | -501 | -71.57% | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 206 | 8 | 0.0% | — | 415 | +206 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 214 | 8 | 0.01% | 0.0% | 414 | +102 | 91.07% | Q4 2025 | Jan 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 198 | 8 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bangor Savings Bank | History | New | 185 | 7 | 0.0% | — | 416 | +185 | New | Q4 2025 | Jan 16, 2026 |
| Reflection Asset Management | History | New | 181 | 7 | 0.0% | — | 420 | +181 | New | Q4 2025 | Mar 02, 2026 |
| SHP Wealth Management | History | New | 175 | 7 | 0.0% | — | 418 | +175 | New | Q4 2025 | Mar 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 193 | 7 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hughes Financial Services, LLC | History | No change | 184 | 7 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 154 | 6 | 0.0% | 0.0% | 424 | -180 | -53.89% | Q4 2025 | Jan 15, 2026 |
| Strive Financial Group ,LLC | History | New | 170 | 6 | 0.0% | — | 425 | +170 | New | Q4 2025 | Feb 18, 2026 |
| Cornerstone Financial Management LLC | History | New | 161 | 6 | 0.01% | — | 426 | +161 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 150 | 6 | 0.0% | — | 421 | +150 | New | Q4 2025 | Jan 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 172 | 6 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | Added to | 144 | 5 | 0.0% | 0.0% | 427 | +83 | 136.07% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 142 | 5 | 0.0% | 0.0% | 430 | +56 | 65.12% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WealthCollab, LLC | History | No change | 134 | 5 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nemes Rush Group LLC | History | New | 121 | 4 | 0.0% | — | 436 | +121 | New | Q4 2025 | Feb 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 112 | 4 | 0.0% | — | 432 | +112 | New | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | Added to | 108 | 4 | 0.0% | — | 433 | +97 | 881.82% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 105 | 4 | 0.0% | 0.0% | 434 | -86 | -45.03% | Q4 2025 | Jan 20, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 107 | 4 | 0.0% | 0.0% | 437 | +14 | 15.05% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 114 | 4 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quent Capital, LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | New | 97 | 3 | 0.0% | — | 440 | +97 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 97 | 3 | 0.0% | — | 447 | +97 | New | Q4 2025 | Jan 21, 2026 |
| Piscataqua Savings Bank | History | New | 93 | 3 | 0.0% | — | 445 | +93 | New | Q4 2025 | Jan 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 92 | 3 | 0.0% | — | 446 | +92 | New | Q4 2025 | Feb 05, 2026 |
| GoalVest Advisory LLC | History | New | 91 | 3 | 0.0% | — | 444 | +91 | New | Q4 2025 | Jan 05, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 88 | 3 | 0.0% | 0.0% | 452 | -88 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Independence Bank of Kentucky | History | New | 85 | 3 | 0.0% | — | 442 | +85 | New | Q4 2025 | Jan 20, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 81 | 3 | 0.0% | — | 451 | +81 | New | Q4 2025 | Jan 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 90 | 3 | 0.0% | 0.0% | 448 | -46 | -33.82% | Q4 2025 | Feb 23, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 88 | 3 | 0.0% | 0.0% | 438 | +23 | 35.38% | Q4 2025 | Feb 12, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 86 | 3 | 0.0% | 0.0% | 441 | +2 | 2.38% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 93 | 3 | 0.0% | 0.0% | 449 | +1 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HighMark Wealth Management LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 51 | 2 | 0.0% | 0.0% | 453 | -241 | -82.53% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | New | 69 | 2 | 0.0% | — | 458 | +69 | New | Q4 2025 | Jan 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 62 | 2 | 0.0% | — | 455 | +62 | New | Q4 2025 | Jan 08, 2026 |
| Lodestone Wealth Management LLC | History | New | 60 | 2 | 0.0% | — | 459 | +60 | New | Q4 2025 | Jan 15, 2026 |
| HM PAYSON & CO | History | New | 56 | 2 | 0.0% | — | 454 | +56 | New | Q4 2025 | Feb 12, 2026 |
| Merited Wealth, LLC | History | New | 51 | 2 | 0.0% | — | 461 | +51 | New | Q4 2025 | Mar 26, 2026 |
| Asset Dedication, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacifica Partners Inc. | History | No change | 63 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 39 | 1 | 0.0% | 0.02% | 468 | -256 | -86.78% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 465 | -67 | -61.47% | Q4 2025 | Jan 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 43 | 1 | 0.0% | — | 464 | +43 | New | Q4 2025 | Jan 07, 2026 |
| Kilter Group LLC | History | New | 39 | 1 | 0.0% | — | 472 | +39 | New | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 38 | 1 | 0.0% | — | 471 | +38 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 36 | 1 | 0.0% | — | 469 | +36 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | Added to | 49 | 1 | 0.0% | — | 467 | +28 | 133.33% | Q4 2025 | Feb 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 42 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 26 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Watch Advisors, INC | History | No change | 37 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.1% | — | -679,541 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -448,749 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.01% | — | -430,686 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AEGON ASSET MANAGEMENT UK PLC | History | Closed out | 0 | 0 | — | 0.09% | — | -161,231 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arlington Partners LLC | History | Closed out | 0 | 0 | — | 1.73% | — | -104,616 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -73,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -48,980 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ativo Capital Management LLC | History | Closed out | 0 | 0 | — | 1.72% | — | -42,794 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -42,392 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMGEST GLOBAL INVESTORS S.A.S. | History | Closed out | 0 | 0 | — | 0.03% | — | -39,893 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.24% | — | -19,542 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gibbs Wealth Management | History | Closed out | 0 | 0 | — | 0.21% | — | -19,012 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Triasima Portfolio Management inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -17,545 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -16,023 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.02% | — | -12,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,535 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,503 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,454 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -10,450 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -10,249 | -100.0% | Q3 2025 | Dec 05, 2025 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,243 | -100.0% | Q3 2025 | Feb 24, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -9,284 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gryphon Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,033 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -8,151 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,005 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,560 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,574 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,330 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| West Family Investments, Inc. | History | Closed out | 0 | 0 | — | 9.82% | — | -6,074 | -100.0% | Q3 2025 | Feb 10, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,444 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,394 | -100.0% | Q3 2025 | Nov 12, 2025 |
| 180 WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,224 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,196 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,132 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,867 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,790 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,789 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,772 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,694 | -100.0% | Q3 2025 | Mar 04, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,648 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,631 | -100.0% | Q3 2025 | Oct 15, 2025 |
| 44 WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,528 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,519 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,412 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,397 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Closed out | 0 | 0 | — | 0.1% | — | -4,325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TFR Capital, LLC. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,268 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,249 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,246 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,334 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,591 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -366 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 19 | 0 | — | 0.0% | — | -108 | -85.04% | Q4 2025 | Feb 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 92 | 0 | — | — | — | +92 | New | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 29, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 24, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 22, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 03, 2025 |
| American Capital Advisory, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -22 | -88.0% | Q4 2025 | Jan 30, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 03, 2026 |
| DV EQUITIES, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 17, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trust Co | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -11 | -42.31% | Q4 2025 | Jan 16, 2026 |
| Rakuten Securities, Inc. | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Abound Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Caitlin John, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |