ROGERS CORP - ROG
Detailed investor-level table based on 13F positions.
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 | Reduced | 3,377,327 | 309,261 | 0.01% | 0.0% | 1 | -29,068 | -0.85% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,235,697 | 204,722 | 0.0% | 0.0% | 2 | -69,772 | -3.03% | Q4 2025 | Jan 29, 2026 |
| Capital Research Global Investors | History | Added to | 1,519,040 | 139,098 | 0.03% | 0.02% | 3 | +297,380 | 24.34% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 1,301,270 | 119,157 | 0.01% | — | 4 | +1,301,270 | New | Q4 2025 | Feb 10, 2026 |
| Starboard Value LP | History | Reduced | 1,203,457 | 110,200 | 2.09% | 2.54% | 5 | -473,045 | -28.22% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 792,979 | 72,614 | 0.02% | 0.02% | 6 | -98,313 | -11.03% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 732,659 | 67,089 | 0.0% | 0.0% | 7 | +27,036 | 3.83% | Q4 2025 | Feb 13, 2026 |
| Clearline Capital LP | History | Added to | 472,841 | 43,298 | 2.14% | 1.28% | 8 | +126,636 | 36.58% | Q4 2025 | Feb 17, 2026 |
| ACK Asset Management LLC | History | New | 436,707 | 39,989 | 5.02% | — | 9 | +436,707 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 412,826 | 37,809 | 0.0% | 0.0% | 10 | -7,923 | -1.88% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 292,457 | 26,780 | 0.0% | 0.0% | 11 | -33,143 | -10.18% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 278,274 | 25,481 | 0.0% | 0.0% | 12 | +3,095 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 259,366 | 23,773 | 0.02% | 0.01% | 13 | +102,376 | 65.21% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 203,154 | 18,602 | 0.18% | 0.16% | 14 | -2,796 | -1.36% | Q4 2025 | Feb 05, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Added to | 199,474 | 18,265 | 3.32% | 3.06% | 15 | +106 | 0.05% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 198,821 | 18,206 | 0.0% | 0.0% | 16 | -1,773 | -0.88% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 186,983 | 17,122 | 0.0% | 0.0% | 17 | -15,808 | -7.8% | Q4 2025 | Feb 17, 2026 |
| Atreides Management, LP | History | Added to | 171,920 | 15,742 | 0.19% | 0.26% | 18 | +2,995 | 1.77% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 168,148 | 15,397 | 0.0% | 0.0% | 19 | +18,716 | 12.52% | Q4 2025 | Mar 25, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | No change | 155,000 | 14,193 | 0.53% | 0.47% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 141,309 | 12,939 | 0.65% | 0.58% | 21 | -724 | -0.51% | Q4 2025 | Feb 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 132,125 | 12,098 | 0.16% | 0.15% | 22 | -9,230 | -6.53% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 119,846 | 10,974 | 0.0% | 0.0% | 23 | +74,613 | 164.95% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 118,329 | 10,835 | 0.02% | 0.01% | 24 | +48,536 | 69.54% | Q4 2025 | Feb 04, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 117,826 | 10,788 | 0.42% | 0.38% | 25 | -11,488 | -8.88% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 110,554 | 10,123 | 0.0% | 0.0% | 26 | -635 | -0.57% | Q4 2025 | Feb 10, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 108,665 | 9,950 | 0.64% | 0.6% | 27 | -10,643 | -8.92% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 95,778 | 8,770 | 0.04% | 0.02% | 28 | +29,798 | 45.16% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 92,191 | 8,441 | 0.0% | 0.0% | 29 | +49,147 | 114.18% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 91,426 | 8,371 | 0.0% | 0.01% | 30 | -116,913 | -56.12% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 89,594 | 8,204 | 0.0% | 0.0% | 31 | +3,615 | 4.2% | Q4 2025 | Feb 19, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 86,689 | 7,938 | 0.44% | 0.39% | 32 | -8,190 | -8.63% | Q4 2025 | Feb 17, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 81,850 | 7,495 | 0.34% | 0.2% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 80,448 | 7,366 | 0.0% | 0.0% | 34 | -12,111 | -13.08% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 79,769 | 7,304 | 0.0% | 0.0% | 35 | -1,727 | -2.12% | Q4 2025 | Feb 02, 2026 |
| GABELLI FUNDS LLC | History | New | 73,298 | 6,711 | 0.05% | — | 36 | +73,298 | New | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 73,176 | 6,701 | 0.01% | 0.0% | 37 | +69,514 | 1898.25% | Q4 2025 | Jan 09, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 72,167 | 6,608 | 0.07% | 0.05% | 38 | -563 | -0.77% | Q4 2025 | Feb 17, 2026 |
| GRIZZLYROCK CAPITAL, LLC | History | No change | 65,794 | 6,024 | 4.51% | 4.11% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 61,567 | 5,637 | 0.07% | 0.07% | 40 | -3,383 | -5.21% | Q4 2025 | Feb 05, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 60,000 | 5,494 | 0.35% | 0.34% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | Reduced | 59,626 | 5,459 | 0.3% | 0.26% | 42 | -6,707 | -10.11% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 58,411 | 5,348 | 0.01% | 0.0% | 43 | +41,472 | 244.83% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 57,863 | 5,298 | 0.02% | 0.02% | 44 | -7,900 | -12.01% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 55,782 | 5,107 | 0.0% | 0.0% | 45 | -1,891 | -3.28% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 55,017 | 5,037 | 0.0% | 0.0% | 46 | -10,295 | -15.76% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 54,063 | 4,950 | 0.04% | 0.01% | 47 | +45,778 | 552.54% | Q4 2025 | Feb 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 52,527 | 4,809 | 0.02% | — | 48 | +52,527 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 50,916 | 4,662 | 0.0% | 0.0% | 49 | -3,653 | -6.69% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 47,876 | 4,384 | 0.0% | 0.0% | 50 | +44,987 | 1557.18% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 46,107 | 4,222 | 0.0% | 0.0% | 51 | +8,644 | 23.07% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 42,258 | 3,869 | 0.0% | 0.0% | 52 | +1,297 | 3.17% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 41,918 | 3,838 | 0.0% | 0.0% | 53 | -3,821 | -8.35% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 40,582 | 3,716 | 0.0% | 0.0% | 54 | +37,644 | 1281.28% | Q4 2025 | Feb 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 40,565 | 3,714 | 0.0% | 0.0% | 55 | -6,819 | -14.39% | Q4 2025 | Feb 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 40,483 | 3,707 | 0.05% | — | 56 | +40,483 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 38,614 | 3,535 | 0.01% | 0.0% | 57 | +5,274 | 15.82% | Q4 2025 | Feb 12, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 37,197 | 3,406 | 0.04% | — | 58 | +37,197 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 35,697 | 3,268 | 0.0% | 0.0% | 59 | -720 | -1.98% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 32,582 | 2,983 | 0.0% | 0.0% | 60 | -2,662 | -7.55% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 31,869 | 2,918 | 0.08% | 0.01% | 61 | +28,536 | 856.17% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 30,477 | 2,790 | 0.0% | 0.0% | 62 | +3,972 | 14.99% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Reduced | 30,300 | 2,774 | 0.0% | 0.0% | 63 | -2,000 | -6.19% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 28,111 | 2,574 | 0.0% | 0.0% | 64 | -22,063 | -43.97% | Q4 2025 | Jan 29, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 26,267 | 2,505 | 0.08% | 0.07% | 65 | -8,220 | -23.84% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,617 | 2,437 | 0.0% | 0.0% | 66 | -24,224 | -47.65% | Q4 2025 | Feb 17, 2026 |
| Bridge City Capital, LLC | History | Reduced | 24,557 | 2,248 | 0.66% | 0.61% | 67 | -4,068 | -14.21% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 23,886 | 2,187 | 0.0% | 0.0% | 68 | +3,519 | 17.28% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 23,753 | 2,175 | 0.0% | 0.0% | 69 | +3,092 | 14.97% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 22,000 | 2,014 | 0.0% | 0.0% | 70 | -7,294 | -24.9% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | Reduced | 20,991 | 1,922 | 0.09% | 0.19% | 71 | -26,367 | -55.68% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 20,933 | 1,916 | 0.0% | 0.0% | 72 | +781 | 3.88% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 20,174 | 1,847 | 0.0% | — | 73 | +20,174 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 19,716 | 1,805 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 20,456 | 1,645 | 0.69% | 0.69% | 75 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,395 | 1,594 | 0.0% | 0.0% | 76 | +235 | 1.37% | Q4 2025 | Feb 17, 2026 |
| Concentric Capital Strategies, LP | History | Reduced | 16,032 | 1,468 | 0.07% | 0.24% | 77 | -49,680 | -75.6% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Added to | 15,821 | 1,448 | 0.05% | 0.05% | 78 | +77 | 0.49% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,540 | 1,422 | 0.0% | 0.0% | 79 | -49 | -0.31% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 15,425 | 1,412 | 0.0% | 0.0% | 80 | -18,788 | -54.91% | Q4 2025 | Feb 11, 2026 |
| Summit Global Investments | History | New | 15,399 | 1,410 | 0.08% | — | 81 | +15,399 | New | Q4 2025 | Feb 18, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 15,281 | 1,399 | 0.01% | — | 82 | +15,281 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 14,339 | 1,312 | 0.0% | 0.0% | 83 | -4,777 | -24.99% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 13,700 | 1,254 | 0.0% | 0.01% | 84 | -47,900 | -77.76% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,672 | 1,251 | 0.0% | 0.0% | 85 | +2,224 | 19.43% | Q4 2025 | Feb 17, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 13,284 | 1,216 | 0.12% | 0.11% | 86 | +367 | 2.84% | Q4 2025 | Jan 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,152 | 1,204 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 13,126 | 1,201 | 0.0% | 0.0% | 88 | +6,594 | 100.95% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 12,433 | 1,138 | 0.0% | 0.0% | 89 | +2,532 | 25.57% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 11,557 | 1,058 | 0.0% | 0.0% | 90 | -27,043 | -70.06% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,492 | 1,052 | 0.0% | 0.0% | 91 | -667 | -5.49% | Q4 2025 | Feb 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 11,094 | 1,015 | 0.0% | 0.0% | 92 | -10,174 | -47.84% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 10,949 | 1,002 | 0.03% | — | 93 | +10,949 | New | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 10,702 | 979 | 0.0% | 0.0% | 94 | +3,590 | 50.48% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 10,310 | 944 | 0.0% | 0.0% | 95 | -976 | -8.65% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 10,308 | 943 | 0.05% | 0.02% | 96 | +5,755 | 126.4% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 10,251 | 938 | 0.0% | 0.0% | 97 | +267 | 2.67% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,876 | 904 | 0.0% | 0.0% | 98 | +7,125 | 259.0% | Q4 2025 | Feb 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 9,700 | 888 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,312 | 851 | 0.01% | 0.01% | 100 | +35 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,079 | 831 | 0.02% | 0.03% | 101 | -6,913 | -43.23% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 8,840 | 809 | 0.0% | — | 102 | +8,840 | New | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 8,385 | 767 | 0.0% | 0.0% | 103 | -254 | -2.94% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 8,353 | 764 | 0.01% | 0.01% | 104 | -375 | -4.3% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Added to | 8,091 | 740 | 0.0% | 0.0% | 105 | +5,218 | 181.62% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,886 | 722 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 7,700 | 705 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pathstone Holdings, LLC | History | New | 7,473 | 684 | 0.0% | — | 108 | +7,473 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 7,398 | 677 | 0.0% | — | 109 | +7,398 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,014 | 642 | 0.0% | 0.0% | 110 | -638 | -8.34% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 6,594 | 603 | 0.0% | — | 111 | +6,594 | New | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 6,403 | 586 | 0.06% | 0.04% | 112 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 6,353 | 581 | 0.05% | 0.05% | 113 | -620 | -8.89% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 6,273 | 574 | 0.0% | 0.0% | 114 | +5,650 | 906.9% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,072 | 556 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 5,448 | 529 | 0.0% | 0.0% | 116 | +1,343 | 32.72% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 5,747 | 525 | 0.0% | 0.0% | 117 | -3,645 | -38.81% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,330 | 488 | 0.0% | 0.0% | 118 | -1,101 | -17.12% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 5,169 | 473 | 0.0% | 0.0% | 119 | +11 | 0.21% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 5,137 | 470 | 0.0% | 0.0% | 120 | -1,326 | -20.52% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,562 | 455 | 0.0% | 0.0% | 121 | -677 | -12.92% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,704 | 453 | 0.0% | 0.0% | 122 | +130 | 2.84% | Q4 2025 | Jan 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,945 | 452 | 0.0% | 0.0% | 124 | -109 | -2.16% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,934 | 452 | 0.0% | 0.0% | 123 | -22 | -0.44% | Q4 2025 | Feb 05, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 4,605 | 421 | 0.01% | — | 125 | +4,605 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 4,513 | 415 | 0.0% | 0.0% | 126 | -1,691 | -27.26% | Q4 2025 | Mar 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 4,338 | 397 | 0.0% | 0.0% | 127 | -83,856 | -95.08% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 4,315 | 395 | 0.0% | 0.0% | 128 | -618 | -12.53% | Q4 2025 | Jan 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 4,303 | 394 | 0.0% | 0.0% | 129 | -562 | -11.55% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,299 | 393 | 0.0% | 0.0% | 130 | +44 | 1.03% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 4,265 | 390 | 0.0% | 0.0% | 131 | -972 | -18.56% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,264 | 390 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,257 | 389 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,141 | 379 | 0.0% | 0.0% | 134 | -151 | -3.52% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 4,016 | 368 | 0.0% | 0.0% | 135 | +48 | 1.21% | Q4 2025 | Jan 26, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 3,892 | 356 | 0.03% | 0.02% | 136 | +1,200 | 44.58% | Q4 2025 | Feb 06, 2026 |
| Legato Capital Management LLC | History | Reduced | 3,870 | 354 | 0.03% | 0.07% | 137 | -3,718 | -49.0% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,859 | 353 | 0.0% | 0.0% | 138 | +73 | 1.93% | Q4 2025 | Feb 04, 2026 |
| Hedges Asset Management LLC | History | No change | 3,800 | 347 | 0.24% | 0.23% | 139 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,720 | 340 | 0.0% | 0.0% | 140 | -6 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,621 | 331 | 0.0% | 0.0% | 141 | -359 | -9.02% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 3,499 | 320 | 0.0% | 0.0% | 142 | +26 | 0.75% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 3,482 | 318 | 0.0% | 0.0% | 143 | -279 | -7.42% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 3,431 | 314 | 0.0% | — | 144 | +3,431 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,343 | 306 | 0.0% | 0.0% | 145 | +133 | 4.14% | Q4 2025 | Jan 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,295 | 301 | 0.0% | 0.0% | 146 | -162 | -4.69% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,200 | 293 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,057 | 279 | 0.0% | — | 148 | +3,057 | New | Q4 2025 | Feb 13, 2026 |
| DBA TRADING, LLC | History | New | 3,000 | 274 | 0.18% | — | 149 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,881 | 263 | 0.0% | — | 150 | +2,881 | New | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Added to | 2,870 | 262 | 0.0% | 0.0% | 151 | +166 | 6.14% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,700 | 247 | 0.0% | — | 152 | +2,700 | New | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,676 | 245 | 0.0% | 0.0% | 153 | -131 | -4.67% | Q4 2025 | Jan 15, 2026 |
| PCM Encore, LLC | History | New | 2,633 | 241 | 0.05% | — | 154 | +2,633 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,602 | 238 | 0.0% | — | 155 | +2,602 | New | Q4 2025 | Feb 11, 2026 |
| Front Street Capital Management, Inc. | History | Reduced | 2,590 | 237 | 0.03% | 0.04% | 156 | -1,006 | -27.98% | Q4 2025 | Feb 18, 2026 |
| BAILARD, INC. | History | New | 2,558 | 234 | 0.01% | — | 157 | +2,558 | New | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | New | 2,488 | 233 | 0.01% | — | 158 | +2,488 | New | Q4 2025 | Feb 12, 2026 |
| Centiva Capital, LP | History | New | 2,511 | 229 | 0.0% | — | 159 | +2,511 | New | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 2,500 | 228 | 0.0% | 0.0% | 160 | +700 | 38.89% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2,500 | 228 | 0.03% | 0.02% | 161 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Maryland State Retirement & Pension System | History | New | 2,419 | 221 | 0.0% | — | 162 | +2,419 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Reduced | 2,359 | 215 | 0.02% | 0.02% | 163 | -232 | -8.95% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 2,313 | 211 | 0.0% | — | 164 | +2,313 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 2,238 | 204 | 0.01% | — | 165 | +2,238 | New | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | New | 2,223 | 203 | 0.0% | — | 166 | +2,223 | New | Q4 2025 | Feb 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 2,000 | 183 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,829 | 168 | 0.0% | — | 168 | +1,829 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,806 | 165 | 0.0% | 0.0% | 169 | -99 | -5.2% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,648 | 150 | 0.0% | 0.0% | 170 | -1,075 | -39.48% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,618 | 148 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,573 | 144 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 1,563 | 143 | 0.0% | — | 173 | +1,563 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,554 | 142 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,284 | 118 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,135 | 103 | 0.0% | 0.0% | 176 | +1,118 | 6576.47% | Q4 2025 | Feb 06, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,092 | 99 | 0.0% | 0.0% | 177 | -2,550 | -70.02% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,041 | 95 | 0.0% | 0.0% | 178 | -247 | -19.18% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 898 | 82 | 0.0% | 0.0% | 179 | +30 | 3.46% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 746 | 68 | 0.01% | — | 180 | +746 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 731 | 66 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 644 | 59 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 462 | 42 | 0.01% | 0.0% | 183 | +10 | 2.21% | Q4 2025 | Jan 08, 2026 |
| Kemnay Advisory Services Inc. | History | New | 457 | 41 | 0.01% | — | 184 | +457 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 440 | 40 | 0.0% | 0.0% | 185 | +2 | 0.46% | Q4 2025 | Jan 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 389 | 35 | 0.0% | 0.0% | 186 | -221 | -36.23% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 360 | 33 | 0.0% | 0.0% | 187 | +82 | 29.5% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 350 | 32 | 0.01% | 0.06% | 188 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 240 | 22 | 0.0% | 0.0% | 189 | +24 | 11.11% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 222 | 20 | 0.0% | 0.0% | 190 | +53 | 31.36% | Q4 2025 | Jan 28, 2026 |
| Covestor Ltd | History | Reduced | 207 | 19 | 0.01% | 0.07% | 191 | -1,436 | -87.4% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | No change | 200 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 169 | 16 | 0.0% | 0.0% | 193 | +5 | 3.05% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 173 | 15 | 0.0% | 0.0% | 194 | +8 | 4.85% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 157 | 14 | 0.0% | 0.0% | 195 | +27 | 20.77% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 150 | 13 | 0.0% | — | 196 | +150 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 140 | 12 | 0.0% | 0.0% | 197 | +71 | 102.9% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 129 | 11 | 0.0% | 0.0% | 198 | -47 | -26.7% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 112 | 10 | 0.0% | 0.0% | 199 | -12 | -9.68% | Q4 2025 | Feb 09, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 95 | 8 | 0.0% | — | 205 | +95 | New | Q4 2025 | Jan 30, 2026 |
| Modus Advisors, LLC | History | New | 91 | 8 | 0.0% | — | 204 | +91 | New | Q4 2025 | Feb 11, 2026 |
| Hillsdale Investment Management Inc. | History | New | 90 | 8 | 0.0% | — | 201 | +90 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 98 | 8 | 0.0% | 0.0% | 203 | -21 | -17.65% | Q4 2025 | Mar 16, 2026 |
| Larson Financial Group LLC | History | No change | 97 | 8 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 65 | 6 | 0.0% | 0.0% | 206 | -1 | -1.52% | Q4 2025 | Jan 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 57 | 5 | 0.0% | — | 207 | +57 | New | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 45 | 4 | 0.0% | 0.0% | 209 | -1,138 | -96.2% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36 | 3 | 0.0% | 0.0% | 214 | -79 | -68.7% | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 40 | 3 | 0.0% | 0.0% | 215 | -60 | -60.0% | Q4 2025 | Jan 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 39 | 3 | 0.0% | — | 210 | +39 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 42 | 3 | 0.0% | 0.0% | 212 | +7 | 20.0% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | No change | 35 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 41 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 33 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 24 | 2 | 0.0% | 0.0% | 217 | -63 | -72.41% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 20 | 1 | 0.0% | — | 223 | +20 | New | Q4 2025 | Feb 17, 2026 |
| Miller Capital Partners, Inc. | History | New | 20 | 1 | 0.0% | — | 229 | +20 | New | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | New | 18 | 1 | 0.0% | — | 219 | +18 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 221 | -6 | -27.27% | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 224 | +3 | 17.65% | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11 | 1 | 0.0% | — | 220 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 11 | 1 | 0.0% | — | 222 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 12 | 1 | 0.0% | — | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WPG Advisers, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NUANCE INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -122,411 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,267 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Paloma Partners Management Co | History | Closed out | 0 | 0 | — | 0.33% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -23,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,318 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,694 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -4,633 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,214 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,049 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -2,943 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,829 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,813 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,630 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -703 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -287 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -174 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OPTIMA CAPITAL LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Golden State Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Blue Trust, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 16, 2026 |
| Abound Wealth Management | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Feb 06, 2026 |
| Elyxium Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Pacific Center for Financial Services | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |