REPLIGEN CORP - RGEN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,619,271 | 1,084,633 | 0.02% | 0.01% | 1 | +479,541 | 7.81% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,993,945 | 818,307 | 0.01% | 0.01% | 2 | -50,246 | -1.0% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 4,599,061 | 753,603 | 0.08% | 0.05% | 3 | +1,091,683 | 31.13% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 2,867,846 | 469,925 | 0.02% | 0.02% | 4 | +176,634 | 6.56% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,770,862 | 454,033 | 2.73% | 2.64% | 5 | +14,919 | 0.54% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,719,093 | 281,690 | 0.01% | 0.01% | 6 | -82,443 | -4.58% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,434,152 | 235,000 | 0.04% | 0.04% | 7 | -325,268 | -18.49% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,344,706 | 220,343 | 0.04% | 0.03% | 8 | +28,870 | 2.19% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 1,256,439 | 205,880 | 0.03% | 0.02% | 9 | +383,399 | 43.92% | Q4 2025 | Feb 19, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 1,215,527 | 199,176 | 0.06% | — | 10 | +1,215,527 | New | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,101,447 | 180,483 | 0.04% | 0.01% | 11 | +677,146 | 159.59% | Q4 2025 | Feb 11, 2026 |
| RTW INVESTMENTS, LP | History | New | 1,064,000 | 174,347 | 1.75% | — | 12 | +1,064,000 | New | Q4 2025 | Feb 17, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 1,057,975 | 173,359 | 2.92% | 2.05% | 13 | +101,062 | 10.56% | Q4 2025 | Feb 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,029,817 | 168,778 | 0.01% | 0.01% | 14 | -2,622 | -0.25% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,006,310 | 164,893 | 0.18% | 0.32% | 15 | -434,411 | -30.15% | Q4 2025 | Feb 17, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,003,951 | 164,507 | 1.67% | 1.35% | 16 | -335,295 | -25.04% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 994,869 | 163,019 | 0.05% | 0.05% | 17 | -109,302 | -9.9% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 961,040 | 157,476 | 0.33% | 0.42% | 18 | -416,064 | -30.21% | Q4 2025 | Feb 17, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 911,527 | 149,362 | 0.59% | 0.19% | 19 | +553,105 | 154.32% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 804,410 | 131,820 | 0.03% | 0.02% | 20 | +4,900 | 0.61% | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 746,306 | 122,289 | 0.86% | 0.19% | 21 | +527,714 | 241.42% | Q4 2025 | Jan 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 660,646 | 108,253 | 0.05% | 0.05% | 22 | -231,510 | -25.95% | Q4 2025 | Feb 17, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 657,111 | 107,674 | 1.4% | 1.04% | 23 | +58,755 | 9.82% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 570,977 | 93,560 | 0.01% | 0.0% | 24 | +86,002 | 17.73% | Q4 2025 | Feb 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 562,975 | 92,249 | 1.73% | 1.37% | 25 | -33,793 | -5.66% | Q4 2025 | Feb 12, 2026 |
| BAMCO INC /NY/ | History | Added to | 544,779 | 89,267 | 0.24% | 0.14% | 26 | +163,101 | 42.73% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 521,158 | 85,396 | 0.08% | 0.04% | 27 | +218,524 | 72.21% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 516,336 | 84,606 | 0.08% | 0.02% | 28 | +335,273 | 185.17% | Q4 2025 | Feb 13, 2026 |
| DF DENT & CO INC | History | Reduced | 495,550 | 81,200 | 1.17% | 0.92% | 29 | -39,169 | -7.33% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 494,225 | 80,983 | 0.02% | 0.02% | 30 | -15,386 | -3.02% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 462,094 | 75,718 | 0.01% | — | 31 | +462,094 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 446,148 | 73,105 | 0.01% | 0.01% | 32 | -17,978 | -3.87% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 443,934 | 72,743 | 0.06% | — | 33 | +443,934 | New | Q4 2025 | Feb 13, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 435,687 | 71,391 | 1.08% | 0.69% | 34 | +73,558 | 20.31% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 430,704 | 70,575 | 0.01% | 0.01% | 35 | +8,616 | 2.04% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 417,210 | 68,364 | 0.21% | 0.09% | 36 | +231,253 | 124.36% | Q4 2025 | Feb 13, 2026 |
| Impax Asset Management Group plc | History | Reduced | 413,384 | 67,737 | 0.42% | 0.54% | 37 | -289,853 | -41.22% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 411,706 | 67,463 | 0.12% | 0.12% | 38 | -47,114 | -10.27% | Q4 2025 | Feb 05, 2026 |
| Artemis Investment Management LLP | History | Added to | 410,369 | 67,243 | 0.81% | 0.58% | 39 | +63,583 | 18.33% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 397,229 | 65,089 | 0.0% | 0.0% | 40 | +7,848 | 2.02% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 359,916 | 58,975 | 0.01% | 0.01% | 41 | -207,100 | -36.52% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 348,388 | 57,086 | 0.01% | 0.01% | 42 | -108,541 | -23.75% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 335,115 | 54,911 | 2.42% | 1.79% | 43 | -1,747 | -0.52% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 323,821 | 53,061 | 0.06% | 0.1% | 44 | +40,369 | 14.24% | Q4 2025 | Feb 13, 2026 |
| Iron Triangle Partners LP | History | Added to | 320,474 | 52,512 | 6.0% | 5.13% | 45 | +50,474 | 18.69% | Q4 2025 | Feb 17, 2026 |
| PERCEPTIVE ADVISORS LLC | History | Added to | 315,541 | 51,704 | 0.92% | 1.04% | 46 | +45,113 | 16.68% | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 313,365 | 51,347 | 0.96% | 0.77% | 47 | -30,070 | -8.76% | Q4 2025 | Jan 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 311,175 | 51,141 | 0.08% | 0.07% | 48 | +7,430 | 2.45% | Q4 2025 | Jan 15, 2026 |
| Blue Whale Capital LLP | History | Added to | 308,467 | 50,545 | 2.59% | 1.8% | 49 | +65,366 | 26.89% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 295,271 | 48,383 | 0.01% | 0.0% | 50 | +174,771 | 145.04% | Q4 2025 | Mar 25, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 282,776 | 46,335 | 0.03% | 0.03% | 51 | +16,486 | 6.19% | Q4 2025 | Feb 13, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 273,972 | 44,893 | 3.68% | 3.68% | 52 | -394,886 | -59.04% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 250,273 | 41,009 | 0.02% | 0.02% | 53 | -2,520 | -1.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 248,937 | 40,790 | 0.0% | 0.0% | 54 | -24,511 | -8.96% | Q4 2025 | Feb 11, 2026 |
| 12 West Capital Management LP | History | No change | 241,233 | 39,528 | 4.71% | 3.34% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 232,196 | 38,047 | 1.13% | 0.95% | 56 | -29,602 | -11.31% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 219,152 | 35,910 | 0.01% | 0.01% | 57 | -57,690 | -20.84% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 205,605 | 33,690 | 0.05% | 0.05% | 58 | -11,608 | -5.34% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 204,863 | 33,569 | 0.05% | — | 59 | +204,863 | New | Q4 2025 | Feb 17, 2026 |
| NZS Capital, LLC | History | Added to | 198,803 | 32,575 | 1.0% | 0.81% | 60 | +2,026 | 1.03% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 198,204 | 32,477 | 0.02% | 0.01% | 61 | +80,778 | 68.79% | Q4 2025 | Feb 02, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 193,697 | 31,739 | 0.05% | 0.04% | 62 | -19,044 | -8.95% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 192,688 | 31,573 | 0.01% | 0.0% | 63 | +55,352 | 40.3% | Q4 2025 | Feb 12, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 186,668 | 30,587 | 0.02% | 0.02% | 64 | -200 | -0.11% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 181,988 | 29,821 | 0.03% | 0.03% | 65 | -33,048 | -15.37% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 171,010 | 28,021 | 0.04% | 0.04% | 66 | -76,496 | -30.91% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 168,874 | 27,877 | 0.01% | 0.01% | 67 | +18,732 | 12.48% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 164,354 | 26,931 | 0.01% | 0.0% | 68 | -213 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 162,450 | 26,619 | 1.83% | 1.52% | 69 | -515 | -0.32% | Q4 2025 | Feb 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 150,000 | 24,579 | 0.35% | 0.28% | 70 | -3,000 | -1.96% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 149,777 | 24,542 | 0.03% | 0.03% | 71 | -18,274 | -10.87% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 149,083 | 24,428 | 0.1% | 0.06% | 72 | +36,049 | 31.89% | Q4 2025 | Jan 29, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 146,980 | 24,084 | 0.33% | 0.25% | 73 | +7,602 | 5.45% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 146,973 | 24,082 | 0.24% | 0.2% | 74 | -1,685 | -1.13% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 143,326 | 23,485 | 0.0% | — | 75 | +143,326 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 134,571 | 22,051 | 0.08% | 0.07% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 134,110 | 21,975 | 0.02% | 0.01% | 77 | -5,492 | -3.93% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 130,277 | 21,347 | 0.07% | 0.02% | 78 | +79,039 | 154.26% | Q4 2025 | Feb 11, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 123,600 | 20,253 | 0.01% | — | 79 | +123,600 | New | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 118,039 | 19,341 | 0.0% | 0.0% | 80 | -149,206 | -55.83% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 117,936 | 19,324 | 0.33% | 0.3% | 81 | -4,373 | -3.58% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 115,053 | 18,852 | 0.02% | 0.13% | 82 | -652,186 | -85.0% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | New | 111,612 | 18,288 | 0.08% | — | 83 | +111,612 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 109,081 | 17,874 | 0.01% | 0.01% | 84 | +42,276 | 63.28% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 105,400 | 17,270 | 0.01% | 0.01% | 85 | +2,000 | 1.93% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 101,945 | 16,705 | 0.13% | 0.12% | 86 | -19,453 | -16.02% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 101,209 | 16,584 | 0.03% | 0.03% | 87 | -14,557 | -12.57% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 101,112 | 16,568 | 0.0% | 0.0% | 88 | -3,123 | -3.0% | Q4 2025 | Feb 10, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 90,244 | 14,787 | 0.05% | — | 89 | +90,244 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 89,978 | 14,743 | 0.02% | 0.01% | 90 | +53,804 | 148.74% | Q4 2025 | Feb 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 84,903 | 13,912 | 0.56% | 0.46% | 91 | -536 | -0.63% | Q4 2025 | Feb 09, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 83,780 | 13,728 | 0.29% | 0.21% | 92 | +5,500 | 7.03% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Added to | 83,752 | 13,723 | 0.01% | 0.0% | 93 | +32,183 | 62.41% | Q4 2025 | Feb 13, 2026 |
| Vestal Point Capital, LP | History | Reduced | 83,000 | 13,600 | 0.46% | 2.41% | 94 | -317,000 | -79.25% | Q4 2025 | Feb 17, 2026 |
| BRAIDWELL LP | History | Reduced | 81,790 | 13,402 | 0.43% | 0.78% | 95 | -113,866 | -58.2% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 78,803 | 12,912 | 0.0% | 0.0% | 96 | -4,995 | -5.96% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 74,042 | 12,132 | 0.01% | 0.02% | 97 | -155,736 | -67.78% | Q4 2025 | Feb 10, 2026 |
| Granahan Investment Management, LLC | History | Added to | 72,002 | 11,798 | 0.51% | 0.38% | 98 | +2,131 | 3.05% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 70,115 | 11,489 | 0.01% | 0.01% | 99 | -137 | -0.2% | Q4 2025 | Feb 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 63,604 | 10,595 | 0.02% | 0.02% | 100 | -4,395 | -6.46% | Q4 2025 | Feb 09, 2026 |
| Retirement Systems of Alabama | History | Reduced | 63,505 | 10,405 | 0.03% | 0.03% | 101 | -433 | -0.68% | Q4 2025 | Jan 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 58,880 | 9,648 | 0.01% | 0.01% | 102 | +1,198 | 2.08% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 57,102 | 9,409 | 0.01% | — | 103 | +57,102 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisors, LLC | History | New | 56,690 | 9,289 | 0.31% | — | 104 | +56,690 | New | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 55,756 | 9,136 | 0.01% | 0.0% | 105 | +29,128 | 109.39% | Q4 2025 | Feb 10, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 54,635 | 8,952 | 0.38% | 0.44% | 106 | -18,295 | -25.09% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | No change | 54,330 | 8,902 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pier Capital, LLC | History | Reduced | 54,147 | 8,872 | 1.42% | 1.15% | 108 | -819 | -1.49% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 51,032 | 8,362 | 0.02% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 50,654 | 8,300 | 0.01% | 0.01% | 110 | +817 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 50,531 | 8,280 | 0.03% | 0.03% | 111 | +7,318 | 16.93% | Q4 2025 | Feb 17, 2026 |
| Avidity Partners Management LP | History | Added to | 50,300 | 8,242 | 2.38% | 0.71% | 112 | +27,000 | 115.88% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 50,262 | 8,235 | 0.03% | 0.02% | 113 | +1,302 | 2.66% | Q4 2025 | Feb 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 49,243 | 8,068 | 0.01% | 0.01% | 114 | -3,032 | -5.8% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 46,986 | 7,731 | 0.1% | 0.08% | 115 | -1,852 | -3.79% | Q4 2025 | Feb 05, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 46,488 | 7,617 | 0.1% | 0.08% | 116 | -1,309 | -2.74% | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | Reduced | 46,260 | 7,580 | 0.03% | 0.07% | 117 | -59,189 | -56.13% | Q4 2025 | Feb 17, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | History | New | 45,300 | 7,422 | 0.13% | — | 118 | +45,300 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 45,162 | 7,400 | 0.02% | 0.02% | 119 | -6,721 | -12.95% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 44,477 | 7,288 | 0.01% | 0.01% | 120 | +3,820 | 9.4% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 43,388 | 7,110 | 0.0% | 0.05% | 121 | -528,690 | -92.42% | Q4 2025 | Feb 19, 2026 |
| Neuberger Berman Group LLC | History | Added to | 42,391 | 6,946 | 0.01% | 0.0% | 122 | +38,342 | 946.95% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 42,034 | 6,887 | 0.0% | 0.0% | 123 | +37,409 | 808.84% | Q4 2025 | Feb 17, 2026 |
| Slow Capital, Inc. | History | Reduced | 41,600 | 6,816 | 0.81% | 0.69% | 124 | -2,476 | -5.62% | Q4 2025 | Jan 26, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 41,100 | 6,734 | 1.64% | 1.33% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 36,712 | 6,015 | 0.0% | 0.0% | 126 | +4,683 | 14.62% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 36,516 | 5,984 | 0.0% | 0.0% | 127 | -3,231 | -8.13% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,469 | 5,975 | 0.0% | 0.0% | 128 | +13,990 | 62.24% | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 35,279 | 5,783 | 0.11% | — | 129 | +35,279 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 34,192 | 5,602 | 0.01% | 0.01% | 130 | +109 | 0.32% | Q4 2025 | Feb 17, 2026 |
| E. Ohman J:or Asset Management AB | History | New | 33,689 | 5,520 | 0.13% | — | 131 | +33,689 | New | Q4 2025 | Jan 12, 2026 |
| Taproot Management LP | History | New | 32,288 | 5,290 | 0.86% | — | 132 | +32,288 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 30,812 | 5,048 | 0.04% | 0.04% | 133 | +375 | 1.23% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 30,773 | 5,042 | 0.01% | 0.01% | 134 | -5,826 | -15.92% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 29,271 | 4,796 | 0.01% | 0.01% | 135 | -9,058 | -23.63% | Q4 2025 | Feb 10, 2026 |
| Sone Capital Management, LLC | History | Reduced | 28,118 | 4,607 | 0.37% | 1.55% | 136 | -110,417 | -79.7% | Q4 2025 | Feb 17, 2026 |
| Covea Finance | History | New | 28,000 | 4,588 | 0.15% | — | 137 | +28,000 | New | Q4 2025 | Jan 07, 2026 |
| IMC-Chicago, LLC | History | Reduced | 27,200 | 4,456 | 0.0% | 0.0% | 138 | -5,300 | -16.31% | Q4 2025 | Jan 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 26,622 | 4,362 | 0.05% | 0.04% | 139 | +1,054 | 4.12% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 26,300 | 4,309 | 0.0% | 0.02% | 140 | -258,530 | -90.77% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 26,166 | 4,287 | 0.02% | 0.02% | 141 | -1,321 | -4.81% | Q4 2025 | Feb 12, 2026 |
| Swedbank AB | History | New | 25,300 | 4,145 | 0.0% | — | 142 | +25,300 | New | Q4 2025 | Feb 09, 2026 |
| Sivik Global Healthcare LLC | History | Reduced | 25,000 | 4,097 | 1.19% | 1.07% | 143 | -2,500 | -9.09% | Q4 2025 | Jan 21, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 24,316 | 3,986 | 0.0% | 0.0% | 144 | +1,500 | 6.57% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 24,274 | 3,977 | 0.02% | — | 145 | +24,274 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,649 | 3,875 | 0.03% | 0.02% | 146 | -636 | -2.62% | Q4 2025 | Feb 05, 2026 |
| Delta Investment Management, LLC | History | Reduced | 23,544 | 3,857 | 0.67% | 1.21% | 147 | -27,173 | -53.58% | Q4 2025 | Jan 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 22,249 | 3,645 | 0.03% | 0.03% | 148 | -1,167 | -4.98% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,092 | 3,619 | 0.01% | 0.0% | 149 | +7,586 | 52.3% | Q4 2025 | Jan 27, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 22,076 | 3,617 | 0.01% | 0.01% | 150 | -1,609 | -6.79% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 21,831 | 3,616 | 0.01% | 0.0% | 151 | +14,273 | 188.85% | Q4 2025 | Jan 28, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 23,158 | 3,459 | 0.01% | 0.01% | 152 | -8,257 | -26.28% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,991 | 3,439 | 0.0% | 0.0% | 153 | +6,679 | 46.67% | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 20,544 | 3,366 | 0.19% | 0.14% | 154 | +1,396 | 7.29% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 20,155 | 3,302 | 0.28% | 0.31% | 155 | -945 | -4.48% | Q4 2025 | Feb 06, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 20,000 | 3,277 | 0.01% | 0.01% | 156 | -1,003 | -4.78% | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | New | 19,800 | 3,244 | 0.02% | — | 157 | +19,800 | New | Q4 2025 | Feb 11, 2026 |
| Lisanti Capital Growth, LLC | History | New | 19,460 | 3,188 | 0.76% | — | 158 | +19,460 | New | Q4 2025 | Feb 09, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 18,835 | 3,086 | 0.01% | 0.01% | 159 | -255 | -1.34% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | Added to | 18,719 | 3,067 | 0.01% | 0.01% | 160 | +827 | 4.62% | Q4 2025 | Feb 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 18,487 | 3,029 | 0.02% | 0.02% | 161 | +2,656 | 16.78% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 18,460 | 3,024 | 0.0% | 0.0% | 162 | -4,244 | -18.69% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 17,925 | 2,937 | 0.04% | 0.02% | 163 | +1,077 | 6.39% | Q4 2025 | Feb 02, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 17,910 | 2,934 | 0.02% | 0.01% | 164 | -586 | -3.17% | Q4 2025 | Jan 16, 2026 |
| STEMPOINT CAPITAL LP | History | New | 15,707 | 2,573 | 0.44% | — | 165 | +15,707 | New | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 15,051 | 2,466 | 0.01% | 0.01% | 166 | -4,211 | -21.86% | Q4 2025 | Jan 26, 2026 |
| SG Americas Securities, LLC | History | Reduced | 14,893 | 2,440 | 0.0% | 0.01% | 167 | -69 | -0.46% | Q4 2025 | Jan 09, 2026 |
| Arizona State Retirement System | History | Reduced | 14,863 | 2,435 | 0.01% | 0.01% | 168 | -913 | -5.79% | Q4 2025 | Jan 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 14,707 | 2,409 | 0.07% | 0.06% | 169 | -666 | -4.33% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,600 | 2,392 | 0.04% | 0.03% | 170 | -100 | -0.68% | Q4 2025 | Jan 16, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,432 | 2,364 | 0.0% | 0.0% | 171 | -3,637 | -20.13% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 14,204 | 2,327 | 0.0% | 0.0% | 172 | +4,101 | 40.59% | Q4 2025 | Jan 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,218 | 2,322 | 0.03% | 0.02% | 173 | -269 | -1.86% | Q4 2025 | Jan 21, 2026 |
| Diversified Trust Co | History | Added to | 13,332 | 2,184 | 0.04% | 0.03% | 174 | +1,075 | 8.77% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,241 | 2,169 | 0.01% | 0.01% | 175 | -331 | -2.44% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 12,695 | 2,080 | 0.1% | 0.09% | 176 | -880 | -6.48% | Q4 2025 | Feb 11, 2026 |
| Erste Asset Management GmbH | History | No change | 12,500 | 2,071 | 0.02% | 0.01% | 177 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 12,553 | 2,056 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WESTPAC BANKING CORP | History | Reduced | 12,294 | 2,014 | 0.13% | 0.11% | 179 | -822 | -6.27% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 11,839 | 1,939 | 0.02% | 0.02% | 180 | +52 | 0.44% | Q4 2025 | Feb 05, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,409 | 1,869 | 0.02% | — | 181 | +11,409 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,400 | 1,868 | 0.01% | 0.01% | 182 | +400 | 3.64% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,277 | 1,848 | 0.0% | 0.0% | 183 | +3,768 | 50.18% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,756 | 1,756 | 0.06% | 0.07% | 184 | -2,906 | -21.27% | Q4 2025 | Jan 27, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,600 | 1,737 | 0.05% | 0.04% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,541 | 1,727 | 0.02% | 0.02% | 186 | -150 | -1.4% | Q4 2025 | Feb 04, 2026 |
| Pacer Advisors, Inc. | History | Added to | 10,469 | 1,715 | 0.0% | 0.0% | 187 | +256 | 2.51% | Q4 2025 | Feb 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 10,169 | 1,666 | 0.0% | 0.0% | 188 | -1,910 | -15.81% | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,163 | 1,665 | 0.0% | 0.0% | 189 | +1,266 | 14.23% | Q4 2025 | Feb 11, 2026 |
| LRT Capital Management, LLC | History | Reduced | 9,709 | 1,590 | 1.36% | 1.74% | 190 | -9,910 | -50.51% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,367 | 1,534 | 0.0% | 0.0% | 191 | +1,560 | 19.98% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,143 | 1,498 | 0.01% | 0.01% | 192 | -7,949 | -46.51% | Q4 2025 | Jan 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 8,683 | 1,452 | 0.07% | 0.07% | 193 | +743 | 9.36% | Q4 2025 | Feb 03, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 7,830 | 1,424 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,648 | 1,417 | 0.0% | 0.0% | 195 | -568 | -6.16% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 8,569 | 1,404 | 0.01% | — | 196 | +8,569 | New | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 8,496 | 1,392 | 0.0% | 0.0% | 197 | +1,611 | 23.4% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 8,425 | 1,380 | 0.06% | 0.02% | 198 | +5,431 | 181.4% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,400 | 1,376 | 0.0% | 0.02% | 199 | -86,461 | -91.14% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 8,375 | 1,372 | 0.03% | 0.02% | 200 | +4,697 | 127.71% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 8,287 | 1,357 | 0.18% | 0.19% | 201 | -2,184 | -20.86% | Q4 2025 | Feb 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 7,973 | 1,306 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Associates, LP | History | Reduced | 7,874 | 1,290 | 0.0% | 0.02% | 203 | -25,742 | -76.58% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 7,662 | 1,255 | 0.02% | 0.01% | 204 | +388 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | Reduced | 7,638 | 1,251 | 0.07% | 0.16% | 205 | -17,782 | -69.95% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,544 | 1,236 | 0.0% | 0.0% | 206 | +308 | 4.26% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,498 | 1,228 | 0.01% | — | 207 | +7,498 | New | Q4 2025 | Feb 17, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Reduced | 7,437 | 1,218 | 0.02% | 0.01% | 208 | -394,097 | -98.15% | Q4 2025 | Feb 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 6,550 | 1,073 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 6,418 | 1,051 | 0.0% | 0.0% | 210 | +3,257 | 103.04% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,172 | 1,011 | 0.0% | 0.0% | 211 | +2,212 | 55.86% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 6,156 | 1,008 | 0.01% | — | 212 | +6,156 | New | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,143 | 1,006 | 0.0% | 0.0% | 213 | -42 | -0.68% | Q4 2025 | Feb 12, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | New | 6,136 | 1,005 | 0.24% | — | 214 | +6,136 | New | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,763 | 944 | 0.01% | 0.01% | 215 | +667 | 13.09% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 5,713 | 936 | 0.13% | 0.04% | 216 | +3,511 | 159.45% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 5,684 | 931 | 0.0% | 0.0% | 217 | +1,679 | 41.92% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 5,601 | 917 | 0.01% | 0.01% | 218 | -993 | -15.06% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | Added to | 5,493 | 900 | 0.05% | 0.03% | 219 | +2,710 | 97.38% | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | New | 5,360 | 894 | 0.22% | — | 220 | +5,360 | New | Q4 2025 | Jan 23, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 5,274 | 864 | 0.03% | 0.02% | 221 | -628 | -10.64% | Q4 2025 | Feb 05, 2026 |
| Kensington Investment Counsel, LLC | History | Reduced | 5,241 | 858 | 0.35% | 0.44% | 222 | -2,851 | -35.23% | Q4 2025 | Feb 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,234 | 857 | 0.01% | 0.01% | 223 | -365 | -6.52% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,226 | 856 | 0.12% | — | 224 | +5,226 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 5,148 | 843 | 0.02% | — | 225 | +5,148 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 5,052 | 827 | 0.01% | 0.0% | 226 | +2,000 | 65.53% | Q4 2025 | Feb 05, 2026 |
| Benin Management CORP | History | No change | 5,000 | 819 | 0.18% | 0.16% | 227 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 4,810 | 788 | 0.17% | 0.2% | 228 | -1,695 | -26.06% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Reduced | 4,717 | 772 | 0.0% | 0.0% | 229 | -3,077 | -39.48% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 4,650 | 761 | 0.01% | 0.01% | 230 | -680 | -12.76% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,354 | 750 | 0.0% | 0.0% | 231 | +353 | 8.82% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,464 | 731 | 0.0% | 0.0% | 232 | +1,093 | 32.42% | Q4 2025 | Feb 06, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 4,463 | 731 | 0.12% | 0.11% | 233 | -521 | -10.45% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,255 | 697 | 0.0% | 0.0% | 234 | -469 | -9.93% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 4,251 | 696 | 0.01% | 0.02% | 235 | -4,359 | -50.63% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Added to | 4,112 | 673 | 0.07% | 0.03% | 236 | +1,744 | 73.65% | Q4 2025 | Jan 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,113 | 673 | 0.0% | 0.0% | 237 | +605 | 17.25% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 4,000 | 655 | 0.32% | 0.26% | 238 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graham Capital Management, L.P. | History | Added to | 3,908 | 640 | 0.02% | 0.01% | 239 | +1,389 | 55.14% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 3,770 | 634 | 0.04% | 0.06% | 240 | -1,408 | -27.19% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 3,859 | 632 | 0.01% | 0.01% | 241 | +408 | 11.82% | Q4 2025 | Feb 03, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 3,850 | 630 | 0.05% | 0.04% | 242 | -200 | -4.94% | Q4 2025 | Feb 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,842 | 629 | 0.02% | 0.01% | 243 | -100 | -2.54% | Q4 2025 | Feb 04, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 3,802 | 622 | 0.04% | 0.05% | 244 | -1,108 | -22.57% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,772 | 618 | 0.0% | 0.0% | 245 | +622 | 19.75% | Q4 2025 | Feb 02, 2026 |
| Qsemble Capital Management, LP | History | Added to | 3,728 | 610 | 0.05% | 0.04% | 246 | +291 | 8.47% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,672 | 601 | 0.0% | 0.0% | 247 | +1,237 | 50.8% | Q4 2025 | Feb 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 3,625 | 593 | 0.01% | 0.06% | 248 | -49,979 | -93.24% | Q4 2025 | Feb 10, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 3,600 | 589 | 0.05% | 0.06% | 249 | -1,400 | -28.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,436 | 562 | 0.0% | 0.0% | 250 | -271 | -7.31% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 3,439 | 557 | 0.02% | 0.02% | 251 | +425 | 14.1% | Q4 2025 | Jan 23, 2026 |
| Calamos Advisors LLC | History | New | 3,362 | 550 | 0.0% | — | 252 | +3,362 | New | Q4 2025 | Jan 29, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 3,314 | 543 | 0.05% | 0.11% | 253 | -4,869 | -59.5% | Q4 2025 | Jan 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 3,292 | 539 | 0.11% | 0.1% | 254 | -313 | -8.68% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 3,125 | 512 | 0.0% | — | 255 | +3,125 | New | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | New | 3,091 | 506 | 0.0% | — | 256 | +3,091 | New | Q4 2025 | Feb 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,047 | 499 | 0.01% | 0.0% | 257 | +626 | 25.86% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,956 | 484 | 0.01% | 0.01% | 258 | +1,047 | 54.85% | Q4 2025 | Feb 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 2,940 | 481 | 0.03% | 0.08% | 259 | -8,155 | -73.5% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,803 | 459 | 0.0% | 0.0% | 260 | -509 | -15.37% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 2,800 | 458 | 0.37% | 0.27% | 261 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Utah Retirement Systems | History | No change | 2,784 | 456 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,776 | 454 | 0.01% | 0.01% | 263 | -86 | -3.0% | Q4 2025 | Feb 13, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 2,747 | 450 | 0.24% | 0.27% | 264 | -664 | -19.47% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | Added to | 2,718 | 445 | 0.0% | 0.0% | 265 | +157 | 6.13% | Q4 2025 | Feb 11, 2026 |
| Trust Point Inc. | History | Added to | 2,680 | 439 | 0.03% | 0.03% | 266 | +54 | 2.06% | Q4 2025 | Jan 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 2,680 | 439 | 0.11% | 0.1% | 267 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 2,650 | 434 | 0.0% | — | 268 | +2,650 | New | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,604 | 426 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 2,500 | 409 | 0.04% | 0.03% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,477 | 405 | 0.0% | — | 271 | +2,477 | New | Q4 2025 | Feb 04, 2026 |
| Argent Trust Co | History | New | 2,458 | 402 | 0.01% | — | 272 | +2,458 | New | Q4 2025 | Feb 10, 2026 |
| Premier Fund Managers Ltd | History | No change | 2,399 | 400 | 0.02% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,360 | 386 | 0.08% | 0.05% | 274 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,335 | 382 | 0.0% | 0.0% | 275 | +630 | 36.95% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Reduced | 2,247 | 368 | 0.04% | 0.05% | 276 | -751 | -25.05% | Q4 2025 | Feb 11, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Reduced | 2,199 | 360 | 0.0% | 0.03% | 277 | -10,710 | -82.97% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,200 | 360 | 0.0% | 0.0% | 278 | -3,543 | -61.69% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 2,148 | 351 | 0.0% | — | 279 | +2,148 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 2,142 | 350 | 0.03% | 0.03% | 280 | +113 | 5.57% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,121 | 347 | 0.0% | 0.0% | 281 | -128 | -5.69% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,093 | 343 | 0.0% | 0.0% | 282 | -203 | -8.84% | Q4 2025 | Mar 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,074 | 339 | 0.01% | 0.01% | 283 | +622 | 42.84% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,050 | 335 | 0.0% | — | 284 | +2,050 | New | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | New | 2,031 | 333 | 0.0% | — | 285 | +2,031 | New | Q4 2025 | Jan 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,032 | 332 | 0.02% | 0.02% | 286 | +125 | 6.55% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,992 | 326 | 0.0% | 0.0% | 287 | +101 | 5.34% | Q4 2025 | Feb 09, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 1,966 | 322 | 0.11% | 0.1% | 288 | -16 | -0.81% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | New | 1,945 | 318 | 0.0% | — | 289 | +1,945 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 1,900 | 311 | 0.0% | 0.0% | 290 | -14,100 | -88.13% | Q4 2025 | Feb 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,870 | 306 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Claret Asset Management Corp | History | Reduced | 1,853 | 304 | 0.04% | 0.03% | 292 | -4 | -0.22% | Q4 2025 | Feb 11, 2026 |
| North Dakota State Investment Board | History | New | 1,849 | 302 | 0.01% | — | 293 | +1,849 | New | Q4 2025 | Feb 05, 2026 |
| MidFirst Bank | History | New | 1,823 | 298 | 0.02% | — | 294 | +1,823 | New | Q4 2025 | Feb 25, 2026 |
| Brooklyn Investment Group | History | New | 1,796 | 297 | 0.01% | — | 296 | +1,796 | New | Q4 2025 | Feb 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 1,815 | 297 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 1,800 | 295 | 0.09% | 0.09% | 297 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| COMMERCE BANK | History | Reduced | 1,765 | 289 | 0.0% | 0.0% | 298 | -61 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Farringdon Capital, Ltd. | History | New | 1,761 | 288 | 0.07% | — | 299 | +1,761 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,755 | 287 | 0.01% | 0.0% | 300 | +1,407 | 404.31% | Q4 2025 | Feb 06, 2026 |
| SUMMITRY LLC | History | Added to | 1,741 | 285 | 0.01% | 0.01% | 301 | +244 | 16.3% | Q4 2025 | Feb 09, 2026 |
| CIBC Asset Management Inc | History | No change | 1,739 | 284 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | No change | 1,723 | 282 | 0.07% | 0.06% | 303 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 1,715 | 281 | 0.0% | 0.01% | 304 | -741 | -30.17% | Q4 2025 | Feb 03, 2026 |
| Ethic Inc. | History | Added to | 1,685 | 276 | 0.0% | 0.0% | 305 | +144 | 9.34% | Q4 2025 | Feb 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,687 | 276 | 0.01% | 0.01% | 306 | -34 | -1.98% | Q4 2025 | Jan 15, 2026 |
| INTRUST BANK NA | History | New | 1,632 | 267 | 0.02% | — | 307 | +1,632 | New | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 1,623 | 265 | 0.0% | 0.0% | 308 | +123 | 8.2% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,600 | 262 | 0.0% | 0.0% | 309 | +1,474 | 1169.84% | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 1,587 | 260 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 1,565 | 256 | 0.01% | — | 312 | +1,565 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 1,564 | 256 | 0.0% | — | 311 | +1,564 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,549 | 255 | 0.0% | 0.0% | 314 | -2,751 | -63.98% | Q4 2025 | Mar 09, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,561 | 255 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | No change | 1,522 | 249 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| South Dakota Investment Council | History | Reduced | 1,500 | 246 | 0.0% | 0.0% | 316 | -200 | -11.76% | Q4 2025 | Feb 12, 2026 |
| Tilson Financial Group, Inc. | History | No change | 1,500 | 245 | 0.08% | 0.07% | 317 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,492 | 244 | 0.0% | 0.0% | 318 | +75 | 5.29% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | New | 1,445 | 236 | 0.0% | — | 319 | +1,445 | New | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | New | 1,434 | 234 | 0.05% | — | 320 | +1,434 | New | Q4 2025 | Jan 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 1,428 | 233 | 0.02% | 0.02% | 321 | -160 | -10.08% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 1,409 | 230 | 0.0% | — | 322 | +1,409 | New | Q4 2025 | Feb 12, 2026 |
| Clark & Stuart, Inc | History | New | 1,400 | 229 | 0.16% | — | 323 | +1,400 | New | Q4 2025 | Jan 07, 2026 |
| SEVEN MILE ADVISORY | History | New | 1,381 | 226 | 0.04% | — | 324 | +1,381 | New | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | New | 1,367 | 223 | 0.01% | — | 325 | +1,367 | New | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,327 | 221 | 0.01% | 0.01% | 326 | +175 | 15.19% | Q4 2025 | Feb 13, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | New | 1,346 | 220 | 0.02% | — | 327 | +1,346 | New | Q4 2025 | Feb 06, 2026 |
| Intellectus Partners, LLC | History | New | 1,330 | 217 | 0.04% | — | 328 | +1,330 | New | Q4 2025 | Feb 10, 2026 |
| Forum Financial Management, LP | History | New | 1,323 | 216 | 0.0% | — | 329 | +1,323 | New | Q4 2025 | Jan 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,300 | 213 | 0.0% | 81.62% | 330 | -130,222 | -99.01% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,293 | 212 | 0.0% | 0.0% | 331 | +707 | 120.65% | Q4 2025 | Feb 09, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,290 | 211 | 0.01% | — | 332 | +1,290 | New | Q4 2025 | Feb 03, 2026 |
| Hilltop National Bank | History | No change | 1,276 | 209 | 0.05% | 0.04% | 333 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sanctuary Advisors, LLC | History | New | 1,264 | 207 | 0.0% | — | 334 | +1,264 | New | Q4 2025 | Jan 29, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 1,255 | 205 | 0.02% | — | 335 | +1,255 | New | Q4 2025 | Feb 04, 2026 |
| Compound Planning, Inc. | History | New | 1,243 | 203 | 0.01% | — | 337 | +1,243 | New | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,242 | 203 | 0.0% | — | 336 | +1,242 | New | Q4 2025 | Feb 18, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 1,234 | 202 | 0.01% | — | 338 | +1,234 | New | Q4 2025 | Feb 05, 2026 |
| Polar Capital Holdings Plc | History | New | 1,230 | 201 | 0.0% | — | 339 | +1,230 | New | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | New | 1,223 | 200 | 0.0% | — | 340 | +1,223 | New | Q4 2025 | Feb 04, 2026 |
| AlphaQuest LLC | History | Reduced | 1,207 | 197 | 0.01% | 0.03% | 341 | -1,884 | -60.95% | Q4 2025 | Feb 09, 2026 |
| Sava Infond d.o.o. | History | Added to | 1,200 | 196 | 0.03% | 0.0% | 342 | +1,000 | 500.0% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 1,094 | 179 | 0.01% | 0.01% | 343 | +296 | 37.09% | Q4 2025 | Jan 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,054 | 172 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,033 | 169 | 0.01% | 0.01% | 345 | -24 | -2.27% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,000 | 163 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 950 | 156 | 0.0% | 0.0% | 347 | +614 | 182.74% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 946 | 155 | 0.01% | — | 348 | +946 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 915 | 149 | 0.0% | — | 349 | +915 | New | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 850 | 139 | 0.04% | — | 350 | +850 | New | Q4 2025 | Jan 16, 2026 |
| DANSKE BANK A/S | History | No change | 800 | 131 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 758 | 124 | 0.0% | 0.0% | 352 | +92 | 13.81% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 730 | 119 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 579 | 94 | 0.0% | 0.0% | 354 | +387 | 201.56% | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 570 | 93 | 0.0% | 0.0% | 355 | -7 | -1.21% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 557 | 91 | 0.0% | — | 356 | +557 | New | Q4 2025 | Feb 05, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 542 | 89 | 0.0% | — | 357 | +542 | New | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 515 | 84 | 0.0% | — | 358 | +515 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 515 | 84 | 0.0% | — | 359 | +515 | New | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 81 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Center for Financial Planning, Inc. | History | No change | 494 | 80 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 456 | 74 | 0.0% | 0.0% | 362 | +3 | 0.66% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 404 | 66 | 0.0% | 0.0% | 363 | -179 | -30.7% | Q4 2025 | Feb 10, 2026 |
| Alphabet Inc. | History | No change | 383 | 62 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 378 | 61 | 0.0% | 0.0% | 365 | +104 | 37.96% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 335 | 54 | 0.0% | 0.0% | 366 | +128 | 61.84% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 266 | 43 | 0.0% | 0.0% | 367 | -26 | -8.9% | Q4 2025 | Feb 09, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 250 | 41 | 0.01% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 250 | 40 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 250 | 40 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 215 | 35 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 200 | 32 | 0.0% | 0.0% | 372 | -8,499 | -97.7% | Q4 2025 | Feb 12, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 200 | 32 | 0.02% | — | 373 | +200 | New | Q4 2025 | Jan 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 217 | 31 | 0.0% | — | 374 | +217 | New | Q4 2025 | Feb 11, 2026 |
| Bayforest Capital Ltd | History | New | 195 | 31 | 0.02% | — | 375 | +195 | New | Q4 2025 | Jan 27, 2026 |
| Raiffeisen Bank International AG | History | No change | 200 | 28 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 169 | 27 | 0.0% | 0.0% | 377 | -35 | -17.16% | Q4 2025 | Jan 29, 2026 |
| Graney & King, LLC | History | No change | 160 | 26 | 0.02% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 147 | 24 | 0.0% | 0.0% | 379 | +52 | 54.74% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | No change | 150 | 24 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 146 | 23 | 0.0% | — | 381 | +146 | New | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 140 | 22 | 0.01% | — | 382 | +140 | New | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 130 | 21 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CNB Bank | History | Reduced | 125 | 20 | 0.01% | 0.01% | 384 | -75 | -37.5% | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | Added to | 127 | 20 | 0.01% | 0.01% | 385 | +32 | 33.68% | Q4 2025 | Jan 28, 2026 |
| Leonteq Securities AG | History | Reduced | 117 | 19 | 0.0% | 0.0% | 387 | -547 | -82.38% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 122 | 19 | 0.0% | 0.0% | 388 | +41 | 50.62% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 120 | 19 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 113 | 18 | 0.0% | 0.0% | 389 | +55 | 94.83% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Reduced | 110 | 18 | 0.01% | 0.01% | 390 | -10 | -8.33% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | No change | 109 | 17 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 96 | 15 | 0.0% | 0.0% | 393 | +53 | 123.26% | Q4 2025 | Jan 20, 2026 |
| GW&K Investment Management, LLC | History | No change | 92 | 15 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 92 | 15 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 87 | 14 | 0.0% | 0.0% | 395 | +16 | 22.54% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 82 | 13 | 0.0% | 0.0% | 396 | +25 | 43.86% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | No change | 70 | 12 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Added to | 70 | 11 | 0.0% | 0.0% | 400 | +17 | 32.08% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 73 | 11 | 0.0% | 0.0% | 398 | +13 | 21.67% | Q4 2025 | Jan 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 73 | 11 | 0.0% | 0.0% | 399 | +1 | 1.39% | Q4 2025 | Feb 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 61 | 9 | 0.0% | — | 401 | +56 | 1120.0% | Q4 2025 | Jan 08, 2026 |
| Avion Wealth | History | No change | 54 | 8 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arlington Trust Co LLC | History | New | 46 | 7 | 0.0% | — | 406 | +46 | New | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | New | 45 | 7 | 0.0% | — | 407 | +45 | New | Q4 2025 | Feb 05, 2026 |
| Elequin Capital, LP | History | New | 43 | 7 | 0.0% | — | 405 | +43 | New | Q4 2025 | Feb 17, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 40 | 7 | 0.0% | 0.0% | 404 | -42 | -51.22% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 45 | 7 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | No change | 35 | 6 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 31 | 5 | 0.0% | — | 410 | +31 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 31 | 5 | 0.0% | — | 412 | +31 | New | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 31 | 5 | 0.0% | — | 413 | +31 | New | Q4 2025 | Mar 05, 2026 |
| J.Safra Asset Management Corp | History | Added to | 32 | 5 | 0.0% | — | 409 | +27 | 540.0% | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 35 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Meramec Financial Planners, LLC | History | New | 33 | 4 | 0.0% | — | 425 | +33 | New | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 30 | 4 | 0.0% | — | 420 | +30 | New | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | New | 30 | 4 | 0.0% | — | 421 | +30 | New | Q4 2025 | Jan 27, 2026 |
| Atlantic Union Bankshares Corp | History | New | 28 | 4 | 0.0% | — | 415 | +28 | New | Q4 2025 | Feb 04, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 25 | 4 | 0.0% | 0.0% | 423 | +15 | 150.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 26 | 4 | 0.0% | 0.0% | 418 | +14 | 116.67% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 27 | 4 | 0.0% | 0.0% | 416 | +12 | 80.0% | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 30 | 4 | 0.0% | 0.0% | 414 | +6 | 25.0% | Q4 2025 | Feb 02, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 25 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 25 | 4 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Crewe Advisors LLC | History | New | 22 | 3 | 0.0% | — | 426 | +22 | New | Q4 2025 | Jan 16, 2026 |
| High Note Wealth, LLC | History | New | 22 | 3 | 0.0% | — | 429 | +22 | New | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | New | 20 | 3 | 0.0% | — | 431 | +20 | New | Q4 2025 | Jan 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 22 | 3 | 0.0% | 0.0% | 428 | +11 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 21 | 3 | 0.0% | 0.0% | 432 | +2 | 10.53% | Q4 2025 | Jan 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 20 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Reduced | 15 | 2 | 0.0% | 0.0% | 434 | -22 | -59.46% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 439 | -22 | -55.0% | Q4 2025 | Jan 07, 2026 |
| Grove Bank & Trust | History | New | 18 | 2 | 0.0% | — | 435 | +18 | New | Q4 2025 | Jan 08, 2026 |
| Signature Equity Partners, LLC | History | New | 13 | 2 | 0.0% | — | 440 | +13 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 16 | 2 | 0.0% | 0.0% | 437 | +4 | 33.33% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | No change | 16 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 1 | 0.0% | — | 453 | +12 | New | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 11 | 1 | 0.0% | — | 455 | +11 | New | Q4 2025 | Feb 19, 2026 |
| Cornerstone Financial Management LLC | History | New | 10 | 1 | 0.0% | — | 454 | +10 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 10 | 1 | 0.0% | — | 441 | +8 | 400.0% | Q4 2025 | Jan 27, 2026 |
| S&T BANK/PA | History | Added to | 12 | 1 | 0.0% | — | 444 | +8 | 200.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 11 | 1 | 0.0% | — | 449 | +7 | 175.0% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | Added to | 10 | 1 | 0.0% | 0.0% | 452 | +2 | 25.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12 | 1 | 0.0% | 0.0% | 442 | +1 | 9.09% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 443 | -1 | -9.09% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | No change | 12 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Front Row Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PointState Capital LP | History | Closed out | 0 | 0 | — | 0.82% | — | -409,503 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -175,248 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -141,042 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -123,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -109,404 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Eversept Partners, LP | History | Closed out | 0 | 0 | — | 0.97% | — | -105,087 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -90,308 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -78,894 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -77,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.02% | — | -76,187 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First Light Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -41,427 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -40,569 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -26,314 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,086 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,686 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.12% | — | -17,672 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,331 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SANDLER CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.44% | — | -11,304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,398 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -7,449 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,617 | -100.0% | Q3 2025 | Oct 28, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,721 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,421 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -2,948 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,586 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,367 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,010 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,992 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,717 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,567 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.2% | — | -1,520 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.03% | — | -1,393 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,268 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -815 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -485 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -480 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -123 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 07, 2025 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DiNuzzo Private Wealth, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 16, 2026 |
| Quattro Advisors LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Advocate Investing Services LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DV Trading LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 02, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SouthState Bank Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Strategic Advocates LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |