REINSURANCE GROUP OF AMERICA INC - RGA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 90 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 6,943,568 | 1,412,738 | 0.02% | 0.02% | 1 | -136,000 | -1.92% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 6,502,480 | 1,322,994 | 0.02% | 0.02% | 2 | -57,330 | -0.87% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 5,933,142 | 1,207,157 | 0.06% | 0.06% | 3 | -8,596 | -0.14% | Q4 2025 | Feb 17, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 4,261,078 | 866,958 | 1.1% | 1.03% | 4 | +915,397 | 27.36% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 2,747,939 | 562,942 | 1.16% | 1.08% | 5 | +13,481 | 0.49% | Q4 2025 | Feb 09, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,319,640 | 471,953 | 2.02% | 1.97% | 6 | -48,474 | -2.05% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 2,312,084 | 470,416 | 0.02% | 0.02% | 7 | -34,363 | -1.46% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,008,722 | 408,694 | 0.21% | 0.23% | 8 | -360,335 | -15.21% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,652,102 | 336,136 | 0.18% | 0.08% | 9 | +987,014 | 148.4% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,341,364 | 272,965 | 0.02% | 0.02% | 10 | +12,682 | 0.95% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,181,940 | 240,477 | 0.02% | 0.02% | 11 | -14,228 | -1.19% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,166,567 | 237,350 | 0.01% | 0.01% | 12 | -76,752 | -6.17% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,099,626 | 223,735 | 0.05% | 0.05% | 13 | +1,062 | 0.1% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 854,059 | 173,766 | 0.02% | — | 14 | +854,059 | New | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 829,170 | 168,701 | 0.17% | 0.17% | 15 | -11,714 | -1.39% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 708,583 | 144,168 | 0.02% | 0.02% | 16 | -136,156 | -16.12% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 672,543 | 136,835 | 0.02% | 0.02% | 17 | -7,063 | -1.04% | Q4 2025 | Feb 17, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 603,519 | 122,791 | 0.62% | 0.58% | 18 | -1,145 | -0.19% | Q4 2025 | Feb 12, 2026 |
| Polar Capital Holdings Plc | History | New | 578,425 | 117,686 | 0.45% | — | 19 | +578,425 | New | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 570,631 | 116,597 | 0.1% | 0.09% | 20 | +20,722 | 3.77% | Q4 2025 | Jan 08, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 550,742 | 112,053 | 1.54% | 1.47% | 21 | +552 | 0.1% | Q4 2025 | Jan 22, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 512,033 | 104,178 | 0.18% | 0.18% | 22 | -44,855 | -8.05% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 504,521 | 102,649 | 0.4% | — | 23 | +504,521 | New | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | New | 480,380 | 97,738 | 0.38% | — | 24 | +480,380 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 455,895 | 92,756 | 0.07% | 0.06% | 25 | +20,173 | 4.63% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 453,959 | 92,362 | 0.1% | 0.08% | 26 | +201,705 | 79.96% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 443,749 | 90,285 | 0.16% | 0.19% | 27 | -62,761 | -12.39% | Q4 2025 | Mar 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 441,322 | 89,791 | 0.01% | 0.01% | 28 | +2,279 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 415,477 | 84,532 | 0.01% | 0.02% | 29 | -85,012 | -16.99% | Q4 2025 | Feb 10, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 407,888 | 82,988 | 0.33% | 0.21% | 30 | +141,757 | 53.27% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 405,603 | 82,524 | 0.01% | 0.0% | 31 | +21,443 | 5.58% | Q4 2025 | Feb 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 385,420 | 78,957 | 0.06% | — | 32 | +385,420 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 368,902 | 75,056 | 0.02% | 0.02% | 33 | -33,416 | -8.31% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 366,231 | 74,513 | 0.07% | 0.07% | 34 | -12,294 | -3.25% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 354,400 | 72,106 | 0.02% | 0.02% | 35 | -21,650 | -5.76% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 315,683 | 64,228 | 0.01% | 0.01% | 36 | -20,813 | -6.19% | Q4 2025 | Feb 19, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 295,054 | 60,031 | 0.03% | 0.03% | 37 | +62,316 | 26.78% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 277,163 | 56,391 | 0.02% | 0.03% | 38 | -98,611 | -26.24% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 263,303 | 53,574 | 0.06% | 0.06% | 39 | -16,602 | -5.93% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 257,136 | 52,317 | 0.07% | 0.07% | 40 | +11,398 | 4.64% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 254,774 | 51,836 | 0.18% | 0.12% | 41 | +72,687 | 39.92% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Reduced | 254,359 | 51,751 | 0.04% | 0.06% | 42 | -136,495 | -34.92% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 251,905 | 51,252 | 0.02% | 0.02% | 43 | -254 | -0.1% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 250,334 | 50,932 | 0.01% | 0.01% | 44 | +2,528 | 1.02% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 247,571 | 50,370 | 0.05% | 0.05% | 45 | -8,059 | -3.15% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 246,330 | 50,118 | 1.09% | 1.03% | 46 | -1,866 | -0.75% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 233,036 | 47,413 | 0.03% | 0.01% | 47 | +118,406 | 103.29% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 232,531 | 47,310 | 0.34% | 0.49% | 48 | -111,550 | -32.42% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 221,066 | 44,978 | 0.08% | 0.12% | 49 | -133,696 | -37.69% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 213,871 | 43,514 | 0.01% | 0.01% | 50 | -30,556 | -12.5% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 212,128 | 43,160 | 0.07% | — | 51 | +212,128 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 205,236 | 41,757 | 0.01% | 0.01% | 52 | +30,673 | 17.57% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 198,325 | 40,351 | 0.0% | 0.01% | 53 | -26,739 | -11.88% | Q4 2025 | Mar 25, 2026 |
| Retirement Systems of Alabama | History | Reduced | 196,367 | 39,952 | 0.13% | 0.13% | 54 | -1,045 | -0.53% | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 188,580 | 38,368 | 0.05% | 0.05% | 55 | -20,279 | -9.71% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 179,086 | 36,436 | 0.01% | 0.01% | 56 | -31,372 | -14.91% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 175,807 | 35,991 | 0.05% | 0.08% | 57 | -87,006 | -33.11% | Q4 2025 | Mar 09, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 176,287 | 35,867 | 0.02% | 0.02% | 58 | -36,476 | -17.14% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 176,173 | 35,844 | 0.06% | 0.07% | 59 | -5,989 | -3.29% | Q4 2025 | Feb 06, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 173,568 | 35,314 | 0.04% | 0.04% | 60 | -5,898 | -3.29% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 173,449 | 35,289 | 0.03% | 0.03% | 61 | -5,081 | -2.85% | Q4 2025 | Feb 13, 2026 |
| PhiloSmith Capital Corp | History | No change | 165,800 | 33,733 | 9.28% | 8.85% | 62 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 161,160 | 32,790 | 0.07% | 0.07% | 63 | -1,400 | -0.86% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 144,601 | 29,420 | 0.02% | 0.02% | 64 | -29,999 | -17.18% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 142,421 | 29,037 | 0.01% | 0.01% | 65 | -17,141 | -10.74% | Q4 2025 | Feb 18, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 140,048 | 28,494 | 0.39% | 0.44% | 66 | -32,256 | -18.72% | Q4 2025 | Feb 13, 2026 |
| Prana Capital Management, LP | History | Reduced | 136,545 | 27,781 | 1.01% | 1.92% | 67 | -163,633 | -54.51% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 133,247 | 27,110 | 0.0% | 0.0% | 68 | -10,141 | -7.07% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 131,221 | 26,698 | 0.1% | 0.08% | 69 | +40,075 | 43.97% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 130,400 | 26,531 | 0.02% | 0.01% | 70 | +2,300 | 1.8% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 124,590 | 25,349 | 0.01% | 0.01% | 71 | -16,897 | -11.94% | Q4 2025 | Feb 09, 2026 |
| South Dakota Investment Council | History | Reduced | 123,648 | 25,157 | 0.48% | 0.51% | 72 | -12,800 | -9.38% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 117,756 | 23,958 | 0.01% | 0.01% | 73 | -58,466 | -33.18% | Q4 2025 | Feb 12, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 109,931 | 22,366 | 0.03% | 0.03% | 74 | +422 | 0.39% | Q4 2025 | Jan 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 104,052 | 21,170 | 0.08% | 0.09% | 75 | -11,247 | -9.75% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 101,726 | 20,697 | 0.08% | 0.07% | 76 | +2,654 | 2.68% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 89,643 | 18,240 | 0.0% | 0.0% | 77 | +13,964 | 18.45% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 85,462 | 17,388 | 0.0% | 0.01% | 78 | -64,202 | -42.9% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 81,130 | 16,506 | 0.07% | 0.09% | 79 | +553 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 78,535 | 15,978 | 0.2% | 0.08% | 80 | +43,285 | 122.79% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 74,881 | 15,235 | 0.03% | 0.03% | 81 | -1,825 | -2.38% | Q4 2025 | Jan 30, 2026 |
| Amundi | History | Added to | 74,158 | 15,088 | 0.0% | 0.0% | 82 | +58,088 | 361.47% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 74,066 | 15,069 | 0.32% | 0.32% | 83 | -1,203 | -1.6% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 72,221 | 14,694 | 0.02% | 0.01% | 84 | +33,480 | 86.42% | Q4 2025 | Feb 11, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 71,170 | 14,480 | 0.23% | 0.23% | 85 | -840 | -1.17% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 71,021 | 14,450 | 0.02% | 0.0% | 86 | +70,052 | 7229.31% | Q4 2025 | Jan 09, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 70,714 | 14,387 | 0.73% | 0.73% | 87 | -4,095 | -5.47% | Q4 2025 | Feb 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 70,702 | 14,385 | 0.04% | 0.01% | 88 | +58,503 | 479.57% | Q4 2025 | Feb 13, 2026 |
| Interval Partners, LP | History | Added to | 69,739 | 14,189 | 0.25% | 0.08% | 89 | +45,399 | 186.52% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Reduced | 67,261 | 13,684 | 0.03% | 0.04% | 90 | -789 | -1.16% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 65,743 | 13,376 | 0.03% | 0.03% | 91 | -715 | -1.08% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 64,479 | 13,118 | 0.04% | 0.05% | 92 | -2,461 | -3.68% | Q4 2025 | Feb 12, 2026 |
| BURNEY CO/ | History | Added to | 64,094 | 13,040 | 0.41% | 0.39% | 93 | +124 | 0.19% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 64,008 | 13,023 | 0.0% | 0.0% | 94 | +41,852 | 188.9% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 62,680 | 12,752 | 0.01% | 0.01% | 95 | -74 | -0.12% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 62,348 | 12,684 | 0.0% | — | 96 | +62,348 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 60,594 | 12,328 | 0.02% | 0.01% | 97 | +18,429 | 43.71% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 60,301 | 12,306 | 0.02% | 0.03% | 98 | -20,390 | -25.27% | Q4 2025 | Jan 28, 2026 |
| Willis Investment Counsel | History | Added to | 56,330 | 11,460 | 0.59% | 0.56% | 99 | +3,039 | 5.7% | Q4 2025 | Jan 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 54,375 | 11,062 | 0.02% | 0.02% | 100 | -19,539 | -26.43% | Q4 2025 | Jan 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 50,540 | 10,283 | 0.03% | 0.02% | 101 | +10,351 | 25.76% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 48,272 | 9,821 | 0.03% | 0.04% | 102 | +1,759 | 3.78% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 47,527 | 9,676 | 0.01% | 0.0% | 103 | +27,860 | 141.66% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 46,783 | 9,518 | 0.01% | — | 104 | +46,783 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 46,511 | 9,463 | 0.02% | 0.02% | 105 | -580 | -1.23% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 45,742 | 9,306 | 0.0% | 0.0% | 106 | +37,946 | 486.74% | Q4 2025 | Feb 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 45,693 | 9,296 | 0.02% | 0.02% | 107 | -690 | -1.49% | Q4 2025 | Feb 12, 2026 |
| ALGEBRIS (UK) LTD | History | Reduced | 43,505 | 8,855 | 0.7% | 1.22% | 108 | -12,487 | -22.3% | Q4 2025 | Feb 10, 2026 |
| Triveni Capital Investments LP | History | New | 42,033 | 8,552 | 6.38% | — | 109 | +42,033 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 41,880 | 8,520 | 0.19% | 0.09% | 110 | +23,376 | 126.33% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 39,566 | 8,050 | 0.0% | 0.0% | 111 | +596 | 1.53% | Q4 2025 | Feb 13, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 38,428 | 7,818 | 0.86% | 0.93% | 112 | -8,906 | -18.82% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 38,205 | 7,767 | 0.01% | 0.01% | 113 | -9,461 | -19.85% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 37,547 | 7,640 | 0.01% | 0.01% | 114 | -3,486 | -8.5% | Q4 2025 | Jan 30, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 34,232 | 6,964 | 0.01% | 0.02% | 115 | -28,161 | -45.13% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 34,118 | 6,941 | 0.0% | 0.0% | 116 | -4,258 | -11.1% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 33,887 | 6,894 | 0.23% | — | 117 | +33,887 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 33,395 | 6,794 | 0.0% | 0.0% | 118 | -778 | -2.28% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 32,922 | 6,698 | 0.29% | 0.26% | 119 | +547 | 1.69% | Q4 2025 | Feb 09, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 32,114 | 6,533 | 0.03% | 0.03% | 120 | -1,856 | -5.46% | Q4 2025 | Feb 12, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 31,352 | 6,378 | 0.04% | — | 121 | +31,352 | New | Q4 2025 | Feb 11, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 31,225 | 6,353 | 0.28% | 0.31% | 122 | -4,824 | -13.38% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 30,736 | 6,253 | 0.0% | 0.0% | 123 | +16,492 | 115.78% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,515 | 6,208 | 0.02% | 0.02% | 124 | +1,245 | 4.25% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 30,306 | 6,166 | 0.08% | 0.06% | 125 | +193 | 0.64% | Q4 2025 | Feb 02, 2026 |
| Vest Financial, LLC | History | Added to | 30,022 | 6,108 | 0.08% | 0.06% | 126 | +4,546 | 17.84% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 29,765 | 6,055 | 0.01% | 0.02% | 127 | -7,357 | -19.82% | Q4 2025 | Jan 27, 2026 |
| Engineers Gate Manager LP | History | Reduced | 29,705 | 6,043 | 0.07% | 0.15% | 128 | -37,884 | -56.05% | Q4 2025 | Feb 17, 2026 |
| APG Asset Management N.V. | History | Reduced | 34,839 | 6,035 | 0.02% | 0.02% | 129 | -1,161 | -3.23% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 29,494 | 5,996 | 0.0% | 0.0% | 130 | +1,322 | 4.69% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 29,184 | 5,938 | 0.04% | 0.04% | 131 | -983 | -3.26% | Q4 2025 | Feb 05, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 27,862 | 5,885 | 0.18% | 0.17% | 132 | -5,212 | -15.76% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 28,739 | 5,847 | 0.02% | 0.02% | 133 | +3,616 | 14.39% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 28,604 | 5,819 | 0.02% | 0.02% | 134 | +646 | 2.31% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 27,854 | 5,667 | 0.05% | 0.05% | 135 | -1,312 | -4.5% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 27,814 | 5,659 | 0.02% | 0.0% | 136 | +25,946 | 1388.97% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 27,349 | 5,564 | 0.06% | 0.06% | 137 | -3,176 | -10.4% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,267 | 5,553 | 0.01% | 0.01% | 138 | -517 | -1.86% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 26,506 | 5,417 | 0.0% | 0.0% | 139 | -1,515 | -5.41% | Q4 2025 | Mar 20, 2026 |
| Martin Capital Partners, LLC | History | Added to | 26,258 | 5,342 | 2.01% | 1.94% | 140 | +183 | 0.7% | Q4 2025 | Jan 06, 2026 |
| Entropy Technologies, LP | History | Reduced | 26,000 | 5,289 | 0.29% | 0.42% | 141 | -3,199 | -10.96% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 25,995 | 5,288 | 0.11% | 0.16% | 142 | -7,562 | -22.53% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 25,800 | 5,249 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 25,797 | 5,230 | 0.02% | 0.02% | 144 | -1,104 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Benson Investment Management Company, Inc. | History | Added to | 25,561 | 5,200 | 1.82% | 1.66% | 145 | +320 | 1.27% | Q4 2025 | Jan 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 25,205 | 5,128 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 24,900 | 5,063 | 0.2% | 0.19% | 147 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 24,868 | 5,059 | 0.0% | 0.0% | 148 | -1,294 | -4.95% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 24,538 | 4,993 | 0.01% | 0.0% | 149 | +16,278 | 197.07% | Q4 2025 | Jan 26, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 24,273 | 4,921 | 1.06% | 1.0% | 150 | +520 | 2.19% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 24,082 | 4,899 | 0.0% | 0.01% | 151 | -6,127 | -20.28% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,916 | 4,865 | 0.04% | 0.1% | 152 | -34,241 | -58.88% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,710 | 4,824 | 0.02% | 0.02% | 153 | -1,273 | -5.1% | Q4 2025 | Feb 06, 2026 |
| FJ Capital Management LLC | History | Added to | 23,361 | 4,753 | 0.52% | 0.46% | 154 | +895 | 3.98% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 22,243 | 4,525 | 0.01% | 0.04% | 155 | -161,309 | -87.88% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 21,894 | 4,454 | 0.01% | 0.02% | 156 | -60,760 | -73.51% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,736 | 4,422 | 0.0% | 0.0% | 157 | -147,758 | -87.18% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 21,680 | 4,411 | 0.63% | 0.57% | 158 | +551 | 2.61% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,773 | 4,388 | 0.01% | 0.0% | 159 | +11,177 | 105.48% | Q4 2025 | Jan 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 21,395 | 4,353 | 0.48% | 0.48% | 160 | -3 | -0.01% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,371 | 4,348 | 0.01% | 0.01% | 161 | -2,228 | -9.44% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 21,361 | 4,333 | 0.0% | 0.0% | 162 | +5,482 | 34.52% | Q4 2025 | Feb 06, 2026 |
| Trexquant Investment LP | History | Reduced | 21,225 | 4,318 | 0.04% | 0.1% | 163 | -28,158 | -57.02% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 21,023 | 4,277 | 0.13% | 0.13% | 164 | -1,146 | -5.17% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 20,969 | 4,266 | 0.02% | — | 165 | +20,969 | New | Q4 2025 | Feb 13, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 20,872 | 4,246 | 0.1% | 0.12% | 166 | -6,328 | -23.26% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 20,226 | 4,115 | 0.01% | 0.01% | 167 | -567 | -2.73% | Q4 2025 | Jan 30, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 20,223 | 4,114 | 0.07% | 0.07% | 168 | -835 | -3.97% | Q4 2025 | Jan 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 19,978 | 4,064 | 0.01% | 54.29% | 169 | -40,892 | -67.18% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 19,965 | 4,062 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,875 | 4,056 | 0.04% | 0.04% | 171 | -529 | -2.47% | Q4 2025 | Jan 21, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 19,518 | 3,971 | 0.02% | — | 172 | +19,518 | New | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 19,473 | 3,961 | 0.18% | 0.3% | 173 | -21,642 | -52.64% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 19,230 | 3,912 | 0.03% | 0.03% | 174 | -755 | -3.78% | Q4 2025 | Jan 27, 2026 |
| Arizona State Retirement System | History | Reduced | 18,369 | 3,737 | 0.02% | 0.02% | 175 | -1,186 | -6.06% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,200 | 3,702 | 0.06% | 0.06% | 176 | -200 | -1.09% | Q4 2025 | Jan 16, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 18,118 | 3,686 | 0.07% | — | 177 | +18,118 | New | Q4 2025 | Jan 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 17,121 | 3,483 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,114 | 3,482 | 0.0% | 0.0% | 179 | -2,733 | -13.77% | Q4 2025 | Feb 17, 2026 |
| Graphene Investments SAS | History | No change | 17,000 | 3,458 | 2.17% | 2.07% | 180 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,546 | 3,366 | 0.01% | 0.0% | 181 | +8,321 | 101.17% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,444 | 3,345 | 0.02% | 0.02% | 182 | -519 | -3.06% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 16,300 | 3,316 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 16,047 | 3,264 | 0.28% | 0.29% | 184 | -551 | -3.32% | Q4 2025 | Jan 05, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 15,552 | 3,164 | 0.02% | 0.01% | 185 | -200 | -1.27% | Q4 2025 | Jan 29, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 15,346 | 3,122 | 0.49% | 0.51% | 186 | -741 | -4.61% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,340 | 3,121 | 0.0% | 0.0% | 187 | +743 | 5.09% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 79,149 | 3,018 | 0.05% | 0.05% | 188 | -17,612 | -18.2% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 14,740 | 2,999 | 0.27% | 0.21% | 189 | +3,410 | 30.1% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 14,703 | 2,991 | 0.03% | 0.04% | 190 | -30 | -0.2% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 14,200 | 2,889 | 0.01% | 0.01% | 191 | -300 | -2.07% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,038 | 2,856 | 0.01% | 0.0% | 192 | +2,129 | 17.88% | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,600 | 2,767 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 13,375 | 2,721 | 0.18% | 0.08% | 194 | +9,802 | 274.34% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,087 | 2,662 | 0.03% | 0.03% | 195 | -186 | -1.4% | Q4 2025 | Feb 04, 2026 |
| Edgestream Partners, L.P. | History | New | 12,844 | 2,613 | 0.07% | — | 196 | +12,844 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,398 | 2,522 | 0.0% | 0.0% | 197 | +137 | 1.12% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,918 | 2,424 | 0.02% | 0.02% | 198 | +2,030 | 20.53% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 11,273 | 2,293 | 0.03% | 0.03% | 199 | -275 | -2.38% | Q4 2025 | Feb 09, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 11,240 | 2,287 | 2.8% | 0.04% | 200 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Dean Capital Management | History | Added to | 11,160 | 2,270 | 0.97% | 0.81% | 201 | +345 | 3.19% | Q4 2025 | Feb 20, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 10,911 | 2,230 | 0.0% | 0.0% | 202 | +972 | 9.78% | Q4 2025 | Feb 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,905 | 2,218 | 0.02% | 0.02% | 203 | -725 | -6.23% | Q4 2025 | Jan 23, 2026 |
| Utah Retirement Systems | History | No change | 10,889 | 2,215 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 10,592 | 2,155 | 0.03% | 0.01% | 205 | +6,879 | 185.27% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 10,521 | 2,140 | 0.09% | 0.08% | 206 | +135 | 1.3% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 10,443 | 2,123 | 0.0% | 0.0% | 207 | -1,356 | -11.49% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 10,363 | 2,108 | 0.02% | 0.02% | 208 | -445 | -4.12% | Q4 2025 | Feb 05, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,218 | 2,078 | 0.0% | 0.0% | 209 | +536 | 5.54% | Q4 2025 | Jan 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 10,194 | 2,074 | 0.01% | 0.01% | 210 | -1,368 | -11.83% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 9,375 | 1,907 | 0.05% | — | 211 | +9,375 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 9,220 | 1,876 | 0.03% | 0.03% | 212 | -328 | -3.44% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 9,025 | 1,848 | 0.0% | 0.0% | 213 | +2,029 | 29.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | New | 8,989 | 1,828 | 0.0% | — | 214 | +8,989 | New | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 8,784 | 1,787 | 0.02% | 0.02% | 215 | -1,170 | -11.75% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,392 | 1,707 | 0.01% | 0.01% | 216 | -118 | -1.39% | Q4 2025 | Jan 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,263 | 1,681 | 0.0% | 0.0% | 217 | -519 | -5.91% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,256 | 1,679 | 0.01% | 0.01% | 218 | -1,856 | -18.35% | Q4 2025 | Jan 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 8,245 | 1,677 | 0.08% | 0.11% | 219 | +961 | 13.19% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,953 | 1,618 | 0.01% | 0.01% | 220 | +1,821 | 29.7% | Q4 2025 | Feb 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 7,928 | 1,613 | 0.05% | 0.06% | 221 | -1,963 | -19.85% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 7,901 | 1,607 | 0.0% | 0.0% | 222 | +5,800 | 276.06% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,866 | 1,600 | 0.0% | 0.01% | 223 | -4,489 | -36.33% | Q4 2025 | Feb 24, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,688 | 1,564 | 0.05% | 0.2% | 224 | -31,117 | -80.19% | Q4 2025 | Feb 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 7,428 | 1,529 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,260 | 1,477 | 0.0% | 0.0% | 226 | -402 | -5.25% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,181 | 1,461 | 0.0% | 0.02% | 227 | -73,226 | -91.07% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,868 | 1,397 | 0.0% | 0.0% | 228 | -4,123 | -37.51% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 6,680 | 1,359 | 0.0% | 0.0% | 229 | -251 | -3.62% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,605 | 1,343 | 0.04% | 0.04% | 230 | +877 | 15.31% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,509 | 1,324 | 0.03% | 0.03% | 231 | +41 | 0.63% | Q4 2025 | Feb 18, 2026 |
| XPONANCE LLC | History | Reduced | 6,401 | 1,302 | 0.01% | 0.01% | 232 | -1,236 | -16.18% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,383 | 1,298 | 0.01% | 0.01% | 233 | +2,032 | 46.7% | Q4 2025 | Jan 26, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,275 | 1,277 | 0.0% | 0.0% | 234 | +170 | 2.78% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,235 | 1,268 | 0.01% | 0.01% | 235 | -2,109 | -25.28% | Q4 2025 | Feb 11, 2026 |
| Convergence Investment Partners, LLC | History | New | 6,185 | 1,258 | 0.25% | — | 236 | +6,185 | New | Q4 2025 | Feb 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 6,004 | 1,221 | 0.01% | 0.01% | 237 | -695 | -10.37% | Q4 2025 | Feb 05, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,900 | 1,200 | 0.01% | 0.01% | 238 | -286 | -4.62% | Q4 2025 | Feb 18, 2026 |
| OP Asset Management Ltd | History | No change | 5,877 | 1,195 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Apr 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,860 | 1,192 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,806 | 1,181 | 0.0% | 0.0% | 241 | +30 | 0.52% | Q4 2025 | Feb 05, 2026 |
| SummitTX Capital, L.P. | History | Added to | 5,706 | 1,160 | 0.03% | 0.03% | 243 | +2,425 | 73.91% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 5,706 | 1,160 | 0.0% | 0.0% | 242 | +1,794 | 45.86% | Q4 2025 | Jan 30, 2026 |
| GABELLI FUNDS LLC | History | New | 5,638 | 1,147 | 0.01% | — | 244 | +5,638 | New | Q4 2025 | Feb 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 5,468 | 1,112 | 0.02% | 0.28% | 245 | -75,256 | -93.23% | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 5,359 | 1,090 | 0.06% | 0.07% | 246 | -1,082 | -16.8% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,327 | 1,084 | 0.01% | 0.0% | 247 | +3,030 | 131.91% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,284 | 1,075 | 0.0% | 0.0% | 248 | +734 | 16.13% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 5,214 | 1,060 | 0.01% | 0.0% | 249 | +1,698 | 48.29% | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 5,189 | 1,055 | 0.16% | — | 250 | +5,189 | New | Q4 2025 | Feb 11, 2026 |
| Polymer Capital Management (US) LLC | History | New | 5,126 | 1,042 | 0.11% | — | 251 | +5,126 | New | Q4 2025 | Feb 17, 2026 |
| Machina Capital S.A.S. | History | Added to | 5,076 | 1,032 | 0.2% | 0.11% | 252 | +1,830 | 56.38% | Q4 2025 | Feb 10, 2026 |
| Vestcor Inc | History | No change | 4,923 | 1,002 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,750 | 966 | 0.04% | 0.03% | 254 | -200 | -4.04% | Q4 2025 | Feb 04, 2026 |
| Quadrature Capital Ltd | History | Reduced | 4,715 | 959 | 0.01% | 0.02% | 255 | -5,481 | -53.76% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 4,677 | 951 | 0.01% | 0.02% | 256 | -175 | -3.61% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,654 | 946 | 0.0% | 0.01% | 257 | -180,236 | -97.48% | Q4 2025 | Feb 12, 2026 |
| Live Oak Investment Partners | History | Reduced | 4,565 | 928 | 0.57% | 0.62% | 258 | -298 | -6.13% | Q4 2025 | Jan 29, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 4,559 | 927 | 0.05% | 0.05% | 259 | +94 | 2.11% | Q4 2025 | Jan 29, 2026 |
| CSS LLC/IL | History | Added to | 4,500 | 915 | 0.04% | 0.04% | 260 | +270 | 6.38% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 4,443 | 904 | 0.0% | 0.0% | 261 | +164 | 3.83% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,399 | 895 | 0.01% | 0.01% | 262 | -292 | -6.22% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,382 | 891 | 0.0% | 0.0% | 263 | +2,383 | 119.21% | Q4 2025 | Feb 03, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 4,377 | 890 | 0.52% | — | 264 | +4,377 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 4,277 | 870 | 0.12% | 0.1% | 265 | +575 | 15.53% | Q4 2025 | Feb 04, 2026 |
| Callan Family Office, LLC | History | New | 4,244 | 863 | 0.02% | — | 266 | +4,244 | New | Q4 2025 | Feb 12, 2026 |
| Impact Investors, Inc | History | Reduced | 4,100 | 834 | 0.58% | 0.58% | 267 | -518 | -11.22% | Q4 2025 | Jan 21, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 4,082 | 832 | 0.04% | 0.04% | 268 | -199 | -4.65% | Q4 2025 | Mar 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 4,080 | 823 | 0.02% | 0.02% | 269 | -5 | -0.12% | Q4 2025 | Jan 26, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 3,955 | 804 | 0.38% | 0.42% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 3,924 | 798 | 0.0% | 0.0% | 271 | +2 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,876 | 788 | 0.02% | 0.02% | 272 | +145 | 3.89% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 3,827 | 778 | 0.03% | 0.01% | 273 | +1,997 | 109.13% | Q4 2025 | Feb 11, 2026 |
| R Squared Ltd | History | Added to | 3,764 | 765 | 0.36% | 0.25% | 274 | +729 | 24.02% | Q4 2025 | Jan 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 3,706 | 754 | 0.02% | 0.01% | 275 | +2,441 | 192.96% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,661 | 744 | 0.0% | 0.01% | 276 | -698 | -16.01% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,628 | 738 | 0.0% | 0.0% | 277 | +1,046 | 40.51% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,559 | 724 | 0.01% | 0.01% | 278 | -1,381 | -27.96% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 3,464 | 704 | 0.01% | — | 279 | +3,464 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,437 | 699 | 0.0% | — | 280 | +3,437 | New | Q4 2025 | Feb 05, 2026 |
| Versor Investments LP | History | Reduced | 3,400 | 691 | 0.11% | 0.16% | 281 | -1,000 | -22.73% | Q4 2025 | Feb 04, 2026 |
| Krilogy Financial LLC | History | Added to | 3,446 | 684 | 0.02% | 0.01% | 282 | +1,327 | 62.62% | Q4 2025 | Jan 27, 2026 |
| Legacy Advisors, LLC | History | Added to | 3,345 | 680 | 0.07% | 0.08% | 283 | +40 | 1.21% | Q4 2025 | Jan 27, 2026 |
| Sivia Capital Partners, LLC | History | New | 3,320 | 675 | 0.14% | — | 284 | +3,320 | New | Q4 2025 | Feb 10, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 3,270 | 665 | 0.01% | 0.01% | 285 | +200 | 6.51% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 3,254 | 662 | 0.04% | 0.03% | 286 | +454 | 16.21% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,212 | 653 | 0.0% | 0.0% | 287 | -3,050 | -48.71% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 3,214 | 653 | 0.0% | 0.0% | 288 | -2,737 | -45.99% | Q4 2025 | Feb 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 3,161 | 643 | 0.26% | 0.59% | 289 | -5,629 | -64.04% | Q4 2025 | Jan 27, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 3,159 | 642 | 0.16% | 0.1% | 290 | +934 | 41.98% | Q4 2025 | Jan 12, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 3,147 | 640 | 0.03% | 0.03% | 291 | +130 | 4.31% | Q4 2025 | Jan 23, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 3,114 | 633 | 0.25% | — | 294 | +3,114 | New | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,113 | 633 | 0.07% | — | 293 | +3,113 | New | Q4 2025 | Feb 13, 2026 |
| DE BURLO GROUP INC | History | Reduced | 3,116 | 633 | 0.08% | 0.08% | 292 | -200 | -6.03% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,084 | 627 | 0.0% | — | 295 | +3,084 | New | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 3,044 | 619 | 0.03% | 0.03% | 296 | +147 | 5.07% | Q4 2025 | Jan 05, 2026 |
| World Investment Advisors | History | Reduced | 2,978 | 605 | 0.01% | 0.01% | 297 | -152 | -4.86% | Q4 2025 | Mar 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 2,950 | 603 | 0.01% | — | 298 | +2,950 | New | Q4 2025 | Jan 08, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,897 | 589 | 0.08% | 0.04% | 299 | -1,253 | -30.19% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 2,863 | 586 | 0.03% | — | 300 | +2,863 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,832 | 577 | 0.0% | 0.0% | 301 | -8,878 | -75.82% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 2,825 | 574 | 0.02% | 0.02% | 302 | -407 | -12.59% | Q4 2025 | Jan 30, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 2,808 | 571 | 0.01% | 0.01% | 303 | -1,138 | -28.84% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,792 | 566 | 0.04% | 0.04% | 304 | -18 | -0.64% | Q4 2025 | Jan 29, 2026 |
| CONNABLE OFFICE INC | History | No change | 2,786 | 566 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,777 | 565 | 0.0% | 0.0% | 306 | -229 | -7.62% | Q4 2025 | Feb 17, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 2,753 | 559 | 0.04% | — | 307 | +2,753 | New | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,694 | 548 | 0.01% | 0.01% | 308 | +1,417 | 110.96% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 2,658 | 540 | 0.07% | 0.08% | 309 | -175 | -6.18% | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 2,628 | 534 | 0.01% | 0.01% | 310 | -60 | -2.23% | Q4 2025 | Feb 12, 2026 |
| Twin Tree Management, LP | History | New | 2,600 | 528 | 0.0% | — | 311 | +2,600 | New | Q4 2025 | Feb 11, 2026 |
| Storgate, LLC | History | New | 2,594 | 527 | 0.43% | — | 312 | +2,594 | New | Q4 2025 | Feb 13, 2026 |
| AXQ CAPITAL, LP | History | New | 2,587 | 526 | 0.12% | — | 313 | +2,587 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | New | 2,541 | 517 | 0.0% | — | 314 | +2,541 | New | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,649 | 516 | 0.01% | 0.01% | 315 | +1,087 | 69.59% | Q4 2025 | Jan 28, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 2,524 | 513 | 0.01% | 0.01% | 316 | -1,396 | -35.61% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 2,497 | 508 | 0.13% | 0.19% | 317 | -853 | -25.46% | Q4 2025 | Feb 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 2,490 | 506 | 0.06% | — | 318 | +2,490 | New | Q4 2025 | Feb 10, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 2,477 | 503 | 0.09% | 0.09% | 319 | -42 | -1.67% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,448 | 498 | 0.0% | — | 320 | +2,448 | New | Q4 2025 | Feb 17, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 2,442 | 496 | 0.02% | — | 321 | +2,442 | New | Q4 2025 | Feb 09, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,423 | 492 | 0.08% | — | 322 | +2,423 | New | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,377 | 483 | 0.02% | 0.01% | 323 | +304 | 14.66% | Q4 2025 | Jan 15, 2026 |
| North Dakota State Investment Board | History | New | 2,322 | 472 | 0.02% | — | 324 | +2,322 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,307 | 469 | 0.0% | 0.0% | 325 | -187 | -7.5% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 2,327 | 467 | 0.02% | 0.02% | 326 | +274 | 13.35% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,233 | 454 | 0.01% | 0.01% | 328 | -412 | -15.58% | Q4 2025 | Feb 17, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 2,232 | 454 | 0.19% | 0.18% | 327 | +1 | 0.04% | Q4 2025 | Feb 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 2,205 | 448 | 0.01% | 0.01% | 329 | -131 | -5.61% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,145 | 439 | 0.02% | 0.03% | 330 | -281 | -11.58% | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | No change | 2,144 | 436 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Curi Capital, LLC | History | New | 2,087 | 424 | 0.01% | — | 332 | +2,087 | New | Q4 2025 | Feb 17, 2026 |
| Caerus Investment Advisors, LLC | History | New | 2,041 | 415 | 0.13% | — | 333 | +2,041 | New | Q4 2025 | Feb 12, 2026 |
| Bollard Group LLC | History | New | 2,035 | 414 | 0.01% | — | 334 | +2,035 | New | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 2,007 | 408 | 0.02% | 0.02% | 335 | -119 | -5.6% | Q4 2025 | Feb 11, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 1,988 | 404 | 0.23% | 0.23% | 337 | +34 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,988 | 404 | 0.01% | 0.01% | 336 | -3 | -0.15% | Q4 2025 | Jan 27, 2026 |
| Cheviot Value Management, LLC | History | No change | 2,050 | 403 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,953 | 397 | 0.01% | 0.01% | 339 | -534 | -21.47% | Q4 2025 | Jan 07, 2026 |
| INCEPTIONR LLC | History | Added to | 1,938 | 394 | 0.11% | 0.08% | 340 | +106 | 5.79% | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | Reduced | 1,934 | 393 | 0.01% | 0.01% | 341 | -164 | -7.82% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 1,920 | 390 | 0.01% | 0.01% | 342 | +113 | 6.25% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 1,910 | 388 | 0.01% | 0.01% | 343 | -121 | -5.96% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,898 | 386 | 0.0% | 0.0% | 345 | +74 | 4.06% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,901 | 386 | 0.01% | 0.01% | 344 | +5 | 0.26% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 1,898 | 386 | 0.11% | 0.1% | 346 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,875 | 381 | 0.04% | — | 347 | +1,875 | New | Q4 2025 | Feb 17, 2026 |
| Marble Wealth, LLC | History | New | 1,871 | 380 | 0.05% | — | 349 | +1,871 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,869 | 380 | 0.01% | 0.0% | 348 | +1,230 | 192.49% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 1,958 | 378 | 0.0% | 0.0% | 350 | +140 | 7.7% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,851 | 376 | 0.02% | 0.01% | 351 | +1,115 | 151.49% | Q4 2025 | Feb 10, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,830 | 372 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KBC Group NV | History | No change | 1,826 | 372 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 1,811 | 368 | 0.02% | — | 354 | +1,811 | New | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 1,799 | 366 | 0.0% | 0.19% | 355 | -107,875 | -98.36% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 1,784 | 362 | 0.02% | 0.14% | 356 | -9,382 | -84.02% | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 1,764 | 358 | 0.22% | 0.22% | 357 | -137 | -7.21% | Q4 2025 | Jan 29, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 1,762 | 354 | 0.12% | 0.13% | 358 | +1 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,738 | 353 | 0.0% | 0.0% | 359 | -19 | -1.08% | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,738 | 353 | 0.03% | 0.03% | 360 | +9 | 0.52% | Q4 2025 | Feb 03, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,727 | 352 | 0.0% | — | 361 | +1,727 | New | Q4 2025 | Feb 10, 2026 |
| GREENLEAF TRUST | History | Added to | 1,721 | 350 | 0.0% | 0.0% | 362 | +354 | 25.9% | Q4 2025 | Jan 21, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,720 | 349 | 0.07% | 0.06% | 363 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 1,714 | 348 | 0.08% | 0.08% | 364 | +5 | 0.29% | Q4 2025 | Jan 26, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,686 | 343 | 0.01% | 0.01% | 365 | -153 | -8.32% | Q4 2025 | Jan 27, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,678 | 341 | 0.05% | 0.05% | 366 | +139 | 9.03% | Q4 2025 | Jan 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,673 | 340 | 0.0% | 0.0% | 367 | +127 | 8.21% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,611 | 327 | 0.0% | 0.0% | 368 | +1,528 | 1840.96% | Q4 2025 | Feb 18, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 1,598 | 325 | 0.05% | 0.05% | 369 | -520 | -24.55% | Q4 2025 | Feb 10, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,596 | 324 | 0.01% | 0.01% | 370 | -122 | -7.1% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 1,580 | 321 | 0.0% | 0.0% | 371 | +3 | 0.19% | Q4 2025 | Feb 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 1,554 | 316 | 0.0% | — | 372 | +1,554 | New | Q4 2025 | Feb 05, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,550 | 315 | 0.06% | 0.06% | 373 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,545 | 314 | 0.0% | — | 374 | +1,545 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 1,545 | 314 | 0.0% | — | 375 | +1,545 | New | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,544 | 314 | 0.01% | 0.01% | 376 | +726 | 88.75% | Q4 2025 | Feb 06, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 1,546 | 314 | 0.07% | 0.07% | 377 | -23 | -1.47% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,541 | 313 | 0.0% | 0.0% | 378 | +756 | 96.31% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,530 | 311 | 0.01% | — | 379 | +1,530 | New | Q4 2025 | Jan 16, 2026 |
| Magnetar Financial LLC | History | Reduced | 1,519 | 309 | 0.0% | 0.03% | 380 | -20,877 | -93.22% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | New | 1,506 | 306 | 0.0% | — | 382 | +1,506 | New | Q4 2025 | Feb 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 1,508 | 306 | 0.01% | 0.01% | 381 | -28 | -1.82% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,490 | 303 | 0.0% | 0.0% | 383 | +52 | 3.62% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,484 | 301 | 0.02% | 0.02% | 384 | +37 | 2.56% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,468 | 299 | 0.0% | 0.0% | 385 | -307 | -17.3% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,444 | 293 | 0.0% | 0.0% | 386 | +56 | 4.03% | Q4 2025 | Feb 13, 2026 |
| Covenant Partners, LLC | History | No change | 1,431 | 291 | 0.09% | 0.08% | 387 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | New | 1,429 | 290 | 0.0% | — | 388 | +1,429 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 1,425 | 289 | 0.01% | 0.01% | 389 | +75 | 5.56% | Q4 2025 | Feb 17, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 1,418 | 288 | 0.06% | 0.05% | 390 | +357 | 33.65% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,405 | 285 | 0.0% | 0.0% | 391 | +147 | 11.69% | Q4 2025 | Feb 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 1,398 | 284 | 0.01% | 0.01% | 393 | +245 | 21.25% | Q4 2025 | Feb 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 1,400 | 284 | 0.01% | 0.01% | 392 | -15 | -1.06% | Q4 2025 | Jan 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 1,388 | 282 | 0.01% | — | 394 | +1,388 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,387 | 282 | 0.01% | 0.0% | 395 | +847 | 156.85% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,382 | 281 | 0.0% | 0.0% | 396 | +28 | 2.07% | Q4 2025 | Jan 12, 2026 |
| Parcion Private Wealth LLC | History | New | 1,379 | 280 | 0.02% | — | 397 | +1,379 | New | Q4 2025 | Jan 26, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,369 | 278 | 0.01% | 0.01% | 398 | +29 | 2.16% | Q4 2025 | Jan 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,347 | 273 | 0.0% | — | 399 | +1,347 | New | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 1,337 | 272 | 0.01% | 0.01% | 400 | -58 | -4.16% | Q4 2025 | Jan 23, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,335 | 271 | 0.01% | 0.01% | 401 | -141 | -9.55% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 1,291 | 262 | 0.0% | — | 402 | +1,291 | New | Q4 2025 | Jan 30, 2026 |
| DGS Capital Management, LLC | History | New | 1,283 | 261 | 0.04% | — | 404 | +1,283 | New | Q4 2025 | Feb 24, 2026 |
| Numerai GP LLC | History | No change | 1,283 | 261 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,264 | 257 | 0.0% | 0.0% | 405 | +1,039 | 461.78% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | New | 1,260 | 256 | 0.0% | — | 406 | +1,260 | New | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 1,248 | 253 | 0.02% | — | 408 | +1,248 | New | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,245 | 253 | 0.0% | 0.0% | 407 | +4 | 0.32% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,227 | 249 | 0.0% | 0.0% | 409 | -33 | -2.62% | Q4 2025 | Feb 11, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 1,212 | 246 | 0.02% | — | 410 | +1,212 | New | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,204 | 244 | 0.01% | 0.01% | 411 | +65 | 5.71% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,197 | 243 | 0.0% | 0.0% | 412 | +90 | 8.13% | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | New | 1,172 | 238 | 0.14% | — | 413 | +1,172 | New | Q4 2025 | Feb 09, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 1,160 | 236 | 0.05% | 0.07% | 415 | -1,040 | -47.27% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,163 | 236 | 0.0% | 0.0% | 414 | +55 | 4.96% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | New | 1,150 | 233 | 0.0% | — | 417 | +1,150 | New | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,150 | 233 | 0.0% | 0.0% | 416 | -4 | -0.35% | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 1,102 | 224 | 0.0% | — | 418 | +1,102 | New | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 1,104 | 224 | 0.0% | 0.0% | 419 | -38 | -3.33% | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 1,090 | 221 | 0.04% | 0.04% | 420 | +34 | 3.22% | Q4 2025 | Jan 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 1,091 | 220 | 0.02% | — | 421 | +1,091 | New | Q4 2025 | Jan 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 1,078 | 219 | 0.01% | 0.01% | 422 | +2 | 0.19% | Q4 2025 | Jan 27, 2026 |
| Diversified Enterprises, LLC | History | New | 1,068 | 217 | 0.01% | — | 423 | +1,068 | New | Q4 2025 | Jan 28, 2026 |
| Baron Wealth Management LLC | History | New | 1,055 | 214 | 0.07% | — | 424 | +1,055 | New | Q4 2025 | Jan 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 1,051 | 213 | 0.01% | — | 425 | +1,051 | New | Q4 2025 | Feb 11, 2026 |
| Paragon Capital Management Ltd | History | New | 1,037 | 211 | 0.04% | — | 426 | +1,037 | New | Q4 2025 | Jan 22, 2026 |
| Trust Point Inc. | History | Reduced | 1,039 | 211 | 0.02% | 0.02% | 427 | -191 | -15.53% | Q4 2025 | Jan 13, 2026 |
| waypoint wealth counsel | History | New | 1,030 | 209 | 0.08% | — | 428 | +1,030 | New | Q4 2025 | Jan 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 1,024 | 208 | 0.04% | — | 429 | +1,024 | New | Q4 2025 | Jan 16, 2026 |
| First Bank & Trust | History | New | 1,015 | 206 | 0.03% | — | 431 | +1,015 | New | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,016 | 206 | 0.0% | 0.0% | 430 | +437 | 75.47% | Q4 2025 | Feb 10, 2026 |
| Wick Capital Partners, LLC | History | New | 990 | 201 | 0.04% | — | 432 | +990 | New | Q4 2025 | Mar 02, 2026 |
| Ariadne Wealth Management, LP | History | New | 896 | 201 | 0.08% | — | 433 | +896 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 982 | 200 | 0.0% | 0.0% | 434 | +251 | 34.34% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 983 | 200 | 0.02% | 0.02% | 435 | -68 | -6.47% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 974 | 198 | 0.0% | 0.0% | 436 | +56 | 6.1% | Q4 2025 | Feb 12, 2026 |
| Hilltop National Bank | History | Reduced | 775 | 157 | 0.04% | 0.04% | 437 | -111 | -12.53% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 754 | 153 | 0.0% | 0.0% | 438 | +39 | 5.45% | Q4 2025 | Jan 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 750 | 152 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 731 | 148 | 0.0% | 0.0% | 440 | +512 | 233.79% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Added to | 660 | 134 | 0.01% | 0.01% | 441 | +78 | 13.4% | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 638 | 129 | 0.05% | 0.04% | 442 | +19 | 3.07% | Q4 2025 | Jan 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 599 | 121 | 0.0% | 0.0% | 443 | -54 | -8.27% | Q4 2025 | Feb 09, 2026 |
| Bank of Jackson Hole Trust | History | No change | 580 | 118 | 0.06% | 0.06% | 444 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 566 | 115 | 0.0% | 0.0% | 445 | -62 | -9.87% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 540 | 109 | 0.0% | 0.0% | 446 | +284 | 110.94% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 533 | 108 | 0.06% | 0.05% | 447 | +58 | 12.21% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 520 | 105 | 0.03% | — | 448 | +520 | New | Q4 2025 | Mar 03, 2026 |
| DANSKE BANK A/S | History | Reduced | 500 | 101 | 0.0% | 0.0% | 449 | -6,250 | -92.59% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Reduced | 467 | 95 | 0.0% | 0.0% | 450 | -310 | -39.9% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 492 | 92 | 0.0% | — | 451 | +492 | New | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 448 | 91 | 0.07% | 0.07% | 452 | -32 | -6.67% | Q4 2025 | Jan 28, 2026 |
| Smithfield Trust Co | History | No change | 425 | 87 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 345 | 70 | 0.02% | 0.02% | 454 | +65 | 23.21% | Q4 2025 | Jan 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 342 | 69 | 0.0% | 0.0% | 455 | -66 | -16.18% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 333 | 67 | 0.0% | 0.04% | 456 | -13,804 | -97.64% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 326 | 66 | 0.04% | 0.05% | 457 | -15 | -4.4% | Q4 2025 | Feb 10, 2026 |
| Curat Global, LLC | History | No change | 324 | 65 | 0.07% | 0.06% | 458 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighMark Wealth Management LLC | History | Added to | 311 | 63 | 0.03% | 0.03% | 459 | +8 | 2.64% | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 287 | 58 | 0.01% | 0.01% | 460 | -15 | -4.97% | Q4 2025 | Jan 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 2,366 | 58 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Employees Retirement System of Texas | History | No change | 286 | 58 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Oakworth Capital, Inc. | History | Added to | 279 | 56 | 0.0% | 0.0% | 463 | +1 | 0.36% | Q4 2025 | Jan 30, 2026 |
| V-Square Quantitative Management LLC | History | New | 263 | 53 | 0.01% | — | 464 | +263 | New | Q4 2025 | Jan 22, 2026 |
| LRI Investments, LLC | History | No change | 264 | 53 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | Added to | 260 | 52 | 0.0% | 0.0% | 467 | +23 | 9.7% | Q4 2025 | Feb 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 260 | 52 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 250 | 50 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 207 | 42 | 0.0% | 0.0% | 469 | +37 | 21.76% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 205 | 41 | 0.01% | 0.01% | 470 | +177 | 632.14% | Q4 2025 | Jan 20, 2026 |
| DV Trading LLC | History | New | 200 | 40 | 0.0% | — | 471 | +200 | New | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 196 | 39 | 0.03% | — | 473 | +196 | New | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 195 | 39 | 0.03% | 0.04% | 472 | -10 | -4.88% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 183 | 37 | 0.0% | 0.01% | 474 | -61 | -25.0% | Q4 2025 | Jan 08, 2026 |
| BOKF, NA | History | Reduced | 180 | 36 | 0.0% | 0.0% | 475 | -193 | -51.74% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 180 | 36 | 0.0% | 0.0% | 476 | +15 | 9.09% | Q4 2025 | Jan 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 174 | 35 | 0.0% | — | 477 | +174 | New | Q4 2025 | Feb 03, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 168 | 34 | 0.01% | 0.11% | 479 | -1,002 | -85.64% | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | No change | 170 | 34 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TOBAM | History | Added to | 162 | 33 | 0.01% | 0.0% | 480 | +115 | 244.68% | Q4 2025 | Mar 02, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 158 | 32 | 0.01% | 0.01% | 482 | -4 | -2.47% | Q4 2025 | Jan 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 158 | 32 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 149 | 30 | 0.0% | 0.0% | 483 | +127 | 577.27% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | New | 145 | 29 | 0.01% | — | 484 | +145 | New | Q4 2025 | Jan 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 141 | 28 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DT Investment Partners, LLC | History | No change | 139 | 28 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 135 | 27 | 0.0% | — | 487 | +135 | New | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 135 | 27 | 0.02% | 0.02% | 488 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 129 | 26 | 0.0% | 0.0% | 489 | -38 | -22.75% | Q4 2025 | Jan 28, 2026 |
| FIRST HORIZON CORP | History | Added to | 126 | 25 | 0.0% | 0.0% | 490 | +50 | 65.79% | Q4 2025 | Jan 27, 2026 |
| Community Bank, N.A. | History | No change | 123 | 25 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 120 | 24 | 0.01% | 0.01% | 492 | +39 | 48.15% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 116 | 23 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Elyxium Wealth, LLC | History | New | 112 | 22 | 0.01% | — | 494 | +112 | New | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | Added to | 104 | 21 | 0.01% | 0.01% | 495 | +20 | 23.81% | Q4 2025 | Feb 18, 2026 |
| Graney & King, LLC | History | No change | 107 | 21 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 102 | 20 | 0.0% | — | 497 | +102 | New | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | New | 100 | 20 | 0.01% | — | 498 | +100 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 96 | 18 | 0.0% | 0.0% | 501 | +78 | 433.33% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | No change | 93 | 18 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TCTC Holdings, LLC | History | No change | 89 | 18 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | New | 87 | 17 | 0.0% | — | 502 | +87 | New | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 82 | 16 | 0.01% | — | 507 | +82 | New | Q4 2025 | Feb 19, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 81 | 16 | 0.0% | 0.0% | 504 | +44 | 118.92% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 83 | 16 | 0.0% | 0.0% | 505 | +18 | 27.69% | Q4 2025 | Jan 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 81 | 16 | 0.0% | 0.0% | 506 | -2 | -2.41% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | No change | 80 | 16 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 71 | 14 | 0.0% | 0.0% | 509 | +7 | 10.94% | Q4 2025 | Feb 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 71 | 14 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 72 | 14 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 73 | 14 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 66 | 13 | 0.0% | — | 514 | +66 | New | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 64 | 13 | 0.01% | — | 516 | +64 | New | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | Added to | 65 | 13 | 0.0% | 0.0% | 515 | +57 | 712.5% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 64 | 13 | 0.0% | 0.0% | 512 | +30 | 88.24% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Co / SC | History | No change | 65 | 13 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 59 | 12 | 0.0% | — | 519 | +59 | New | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 59 | 12 | 0.0% | 0.0% | 517 | +2 | 3.51% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 63 | 12 | 0.0% | 0.0% | 518 | +2 | 3.28% | Q4 2025 | Jan 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 55 | 11 | 0.0% | 0.01% | 520 | -176 | -76.19% | Q4 2025 | Feb 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 55 | 11 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 55 | 11 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MCF Advisors LLC | History | New | 53 | 10 | 0.0% | — | 523 | +53 | New | Q4 2025 | Feb 11, 2026 |
| Matrix Trust Co | History | Added to | 49 | 10 | 0.0% | 0.0% | 524 | +1 | 2.08% | Q4 2025 | Jan 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 49 | 9 | 0.0% | 0.01% | 526 | -49 | -50.0% | Q4 2025 | Feb 18, 2026 |
| BAYBAN | History | New | 49 | 9 | 0.01% | — | 528 | +49 | New | Q4 2025 | Mar 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 45 | 9 | 0.0% | — | 527 | +45 | New | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 45 | 9 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 42 | 8 | 0.0% | 0.0% | 531 | -2 | -4.55% | Q4 2025 | Feb 24, 2026 |
| Key FInancial Inc | History | No change | 44 | 8 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IAG Wealth Partners, LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 39 | 7 | 0.0% | — | 536 | +39 | New | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Reduced | 35 | 7 | 0.0% | 0.0% | 534 | -14 | -28.57% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 36 | 7 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Advisors | History | No change | 32 | 6 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 31 | 6 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 30 | 6 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 31 | 6 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| First Pacific Financial | History | New | 27 | 5 | 0.0% | — | 543 | +27 | New | Q4 2025 | Jan 16, 2026 |
| ST GERMAIN D J CO INC | History | No change | 27 | 5 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 26 | 5 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 21 | 5 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| PFS Partners, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SHP Wealth Management | History | New | 24 | 4 | 0.0% | — | 551 | +24 | New | Q4 2025 | Mar 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 22 | 4 | 0.0% | 0.0% | 550 | +13 | 144.44% | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 22 | 4 | 0.0% | 0.0% | 546 | +4 | 22.22% | Q4 2025 | Feb 06, 2026 |
| High Note Wealth, LLC | History | Reduced | 23 | 4 | 0.0% | 0.0% | 552 | -1 | -4.17% | Q4 2025 | Feb 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 20 | 4 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 23 | 4 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 24 | 4 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 21 | 4 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| First Eagle Investment Management, LLC | History | New | 19 | 3 | 0.0% | — | 556 | +19 | New | Q4 2025 | Feb 04, 2026 |
| Bare Financial Services, Inc | History | New | 17 | 3 | 0.0% | — | 557 | +17 | New | Q4 2025 | Feb 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 19 | 3 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BIRCHBROOK, INC. | History | No change | 19 | 3 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 13 | 2 | 0.0% | 0.01% | 568 | -60 | -82.19% | Q4 2025 | Jan 29, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 12 | 2 | 0.0% | 0.0% | 565 | -10 | -45.45% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 10 | 2 | 0.0% | — | 569 | +10 | New | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 12 | 2 | 0.0% | 0.0% | 567 | -7 | -36.84% | Q4 2025 | Feb 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 11 | 2 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 10 | 2 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| J.Safra Asset Management Corp | History | No change | 10 | 2 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cromwell Holdings LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7 | 1 | 0.0% | 0.0% | 570 | -18 | -72.0% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | New | 9 | 1 | 0.0% | — | 579 | +9 | New | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | New | 9 | 1 | 0.0% | — | 581 | +9 | New | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 9 | 1 | 0.0% | — | 572 | +8 | 800.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | Added to | 9 | 1 | 0.0% | — | 585 | +8 | 800.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 6 | 1 | 0.0% | — | 574 | +6 | New | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | New | 6 | 1 | 0.0% | — | 575 | +6 | New | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | Reduced | 9 | 1 | 0.0% | 0.0% | 578 | -6 | -40.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 9 | 1 | 0.0% | 0.0% | 584 | -6 | -40.0% | Q4 2025 | Jan 12, 2026 |
| Whipplewood Advisors, LLC | History | New | 5 | 1 | 0.0% | — | 583 | +5 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 1 | 0.0% | — | 577 | +4 | 80.0% | Q4 2025 | Feb 02, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 5 | 1 | 0.0% | — | 582 | +1 | 25.0% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 6 | 1 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | No change | 6 | 1 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 1 | 0.0% | — | 586 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.08% | — | -250,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -224,446 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -89,858 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gillson Capital LP | History | Closed out | 0 | 0 | — | 1.27% | — | -76,303 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Callodine Capital Management, LP | History | Closed out | 0 | 0 | — | 1.21% | — | -71,637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Closed out | 0 | 0 | — | 0.1% | — | -61,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.38% | — | -49,521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,066 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -12,072 | -100.0% | Q3 2025 | Dec 18, 2025 |
| LMG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -8,883 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,286 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.02% | — | -7,181 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.26% | — | -5,616 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,903 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,867 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,834 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avanza Fonder AB | History | Closed out | 0 | 0 | — | 0.02% | — | -4,429 | -100.0% | Q3 2025 | Oct 16, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -4,424 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,162 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.11% | — | -3,122 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,899 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,342 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,791 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.06% | — | -1,572 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,569 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,559 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -1,470 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Insight Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,354 | -100.0% | Q3 2025 | Oct 06, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,262 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,226 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,142 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NDVR, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -1,126 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,088 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,080 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,065 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,044 | -100.0% | Q3 2025 | Oct 02, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,044 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -131 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Aviso Financial Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 20, 2025 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Quaker Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 28, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 14, 2025 |
| POM Investment Strategies, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Jan 30, 2026 |
| Financial Management Professionals, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Raleigh Capital Management Inc. | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sachetta, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |