REGAL REXNORD CORP - RRX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 6,207,007 | 870,967 | 0.01% | 0.01% | 1 | -63,152 | -1.01% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 5,862,652 | 822,647 | 0.01% | 0.02% | 2 | -134,136 | -2.24% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,658,365 | 793,982 | 0.45% | 0.33% | 3 | +1,690,264 | 42.6% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 3,959,631 | 555,615 | 0.03% | 0.04% | 4 | -846,292 | -17.61% | Q4 2025 | Feb 17, 2026 |
| VIKING GLOBAL INVESTORS LP | History | Added to | 3,223,940 | 452,383 | 1.2% | 1.16% | 5 | +100,678 | 3.22% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | Reduced | 2,687,729 | 377,147 | 0.05% | 0.08% | 6 | -1,225,381 | -31.31% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,530,092 | 355,030 | 0.07% | 0.07% | 7 | +131,171 | 5.47% | Q4 2025 | Feb 12, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 2,361,604 | 331,380 | 1.7% | 1.76% | 8 | -223,280 | -8.64% | Q4 2025 | Feb 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 2,174,624 | 305,143 | 0.1% | 0.12% | 9 | -502,677 | -18.78% | Q4 2025 | Jan 22, 2026 |
| STATE STREET CORP | History | Reduced | 1,987,823 | 279,620 | 0.01% | 0.01% | 10 | -20,685 | -1.03% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 1,906,595 | 268,868 | 0.23% | 0.25% | 11 | -122,341 | -6.03% | Q4 2025 | Jan 08, 2026 |
| Invesco Ltd. | History | Added to | 1,905,828 | 267,425 | 0.04% | 0.03% | 12 | +405,828 | 27.06% | Q4 2025 | Feb 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,251,095 | 175,553 | 0.14% | — | 13 | +1,251,095 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,231,262 | 172,806 | 0.01% | 0.01% | 14 | +55,797 | 4.75% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,100,204 | 154,380 | 0.04% | 0.03% | 15 | +269,008 | 32.36% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 1,073,104 | 150,577 | 0.04% | 0.04% | 16 | +1,556 | 0.15% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,010,252 | 141,758 | 0.01% | 0.01% | 17 | +322,191 | 46.83% | Q4 2025 | Feb 13, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 893,100 | 125,319 | 0.52% | 0.74% | 18 | -328,630 | -26.9% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 864,459 | 121,300 | 0.01% | — | 19 | +864,459 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 852,079 | 119,563 | 0.02% | 0.02% | 20 | +55,043 | 6.91% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 814,830 | 114,336 | 0.02% | 0.04% | 21 | -371,536 | -31.32% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 759,283 | 106,542 | 0.3% | 0.15% | 22 | +356,279 | 88.41% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 729,221 | 102,324 | 0.03% | 0.03% | 23 | -9,497 | -1.29% | Q4 2025 | Feb 17, 2026 |
| COOPERMAN LEON G | History | Reduced | 690,000 | 96,820 | 3.21% | 3.29% | 24 | -45,766 | -6.22% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 659,390 | 92,525 | 0.02% | 0.02% | 25 | -428,959 | -39.41% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 586,328 | 82,273 | 0.01% | 0.01% | 26 | +200,611 | 52.01% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 584,025 | 81,950 | 0.07% | 0.07% | 27 | -22,904 | -3.77% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 570,065 | 79,991 | 0.01% | 0.01% | 28 | -13,232 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Robeco Schweiz AG | History | Reduced | 567,335 | 79,608 | 1.78% | 1.95% | 29 | -38,336 | -6.33% | Q4 2025 | Feb 03, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 560,918 | 78,718 | 0.12% | — | 30 | +560,918 | New | Q4 2025 | Feb 17, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 555,401 | 77,933 | 1.17% | 1.48% | 31 | -163,692 | -22.76% | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 514,379 | 72,177 | 0.02% | 0.03% | 32 | -3,519 | -0.68% | Q4 2025 | Feb 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 472,125 | 68,977 | 0.11% | 0.11% | 33 | -7,408 | -1.54% | Q4 2025 | Jan 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 463,688 | 65,064 | 0.01% | 0.01% | 34 | +6,442 | 1.41% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 450,660 | 63,237 | 0.09% | 0.1% | 35 | +10,983 | 2.5% | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 389,090 | 54,597 | 0.58% | 0.53% | 36 | -21,988 | -5.35% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 387,424 | 54,363 | 0.36% | — | 37 | +387,424 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 380,604 | 53,406 | 0.0% | 0.0% | 38 | -81,682 | -17.67% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 365,562 | 51,295 | 0.22% | 0.24% | 39 | -14,310 | -3.77% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 362,209 | 50,825 | 0.03% | 0.02% | 40 | +175,693 | 94.2% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 361,224 | 50,689 | 0.01% | 0.01% | 41 | +14,564 | 4.2% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 355,541 | 49,890 | 0.03% | 0.02% | 42 | +22,454 | 6.74% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 347,159 | 48,713 | 0.02% | 0.04% | 43 | -154,564 | -30.81% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 319,800 | 44,874 | 0.01% | 0.0% | 44 | +189,572 | 145.57% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 312,830 | 43,896 | 0.05% | 0.04% | 45 | +84,075 | 36.75% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 295,785 | 41,504 | 0.02% | 0.03% | 46 | -83,160 | -21.95% | Q4 2025 | Jan 30, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 285,754 | 40,588 | 0.03% | — | 47 | +285,754 | New | Q4 2025 | Feb 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 289,035 | 40,557 | 2.61% | 2.74% | 48 | -18,229 | -5.93% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 284,468 | 39,916 | 0.01% | 0.0% | 49 | +220,808 | 346.86% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 276,266 | 38,765 | 0.12% | 0.11% | 50 | +13,564 | 5.16% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 275,688 | 38,684 | 0.0% | 0.0% | 51 | +14,835 | 5.69% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 275,295 | 38,629 | 0.02% | 0.01% | 52 | +64,398 | 30.54% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 272,904 | 38,293 | 0.01% | 0.01% | 53 | -59,935 | -18.01% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 262,692 | 36,860 | 0.12% | — | 54 | +262,692 | New | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 253,212 | 35,530 | 0.13% | 0.15% | 55 | +7,279 | 2.96% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 250,735 | 35,183 | 0.11% | 0.07% | 56 | +100,916 | 67.36% | Q4 2025 | Feb 06, 2026 |
| Anomaly Capital Management, LP | History | Added to | 248,659 | 34,891 | 1.25% | 1.01% | 57 | +8,196 | 3.41% | Q4 2025 | Feb 17, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 232,566 | 32,633 | 1.65% | 1.32% | 58 | +52,155 | 28.91% | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 220,596 | 30,954 | 0.03% | 0.03% | 59 | +4,768 | 2.21% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Reduced | 220,509 | 30,941 | 0.17% | 0.33% | 60 | -191,417 | -46.47% | Q4 2025 | Feb 13, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | Reduced | 217,088 | 30,461 | 6.29% | 5.41% | 61 | -83,055 | -27.67% | Q4 2025 | Feb 17, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 198,564 | 27,862 | 0.66% | 0.69% | 62 | +522 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Boston Partners | History | Added to | 200,214 | 27,584 | 0.03% | 0.02% | 63 | +47,561 | 31.16% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 174,613 | 24,501 | 0.02% | 0.02% | 64 | -4,675 | -2.61% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 162,790 | 22,842 | 0.01% | 0.01% | 65 | -14,523 | -8.19% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 158,680 | 22,266 | 0.0% | 0.0% | 66 | -24,323 | -13.29% | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 158,582 | 22,252 | 0.12% | 0.07% | 67 | +62,530 | 65.1% | Q4 2025 | Jan 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 157,603 | 22,114 | 0.01% | 0.01% | 68 | +25,539 | 19.34% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 154,326 | 21,655 | 0.03% | 0.03% | 69 | -719 | -0.46% | Q4 2025 | Feb 12, 2026 |
| Retirement Systems of Alabama | History | Reduced | 152,779 | 21,437 | 0.07% | 0.07% | 70 | -572 | -0.37% | Q4 2025 | Jan 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 148,832 | 21,192 | 0.04% | 0.05% | 71 | -8,890 | -5.64% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 146,638 | 20,576 | 0.03% | 0.04% | 72 | -11,679 | -7.38% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 136,991 | 19,243 | 0.03% | 0.01% | 73 | +84,186 | 159.43% | Q4 2025 | Feb 13, 2026 |
| Stanley Capital Management, LLC | History | No change | 133,600 | 18,746 | 3.13% | 3.15% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mediolanum International Funds Ltd | History | Added to | 125,354 | 17,849 | 0.18% | 0.08% | 75 | +72,124 | 135.5% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 126,802 | 17,792 | 0.01% | 0.0% | 76 | +9,737 | 8.32% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 126,654 | 17,769 | 0.02% | 0.02% | 77 | -649 | -0.51% | Q4 2025 | Feb 13, 2026 |
| Albar Capital Partners LLP | History | New | 124,552 | 17,477 | 4.13% | — | 78 | +124,552 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 124,317 | 17,444 | 0.01% | 0.01% | 79 | +2,200 | 1.8% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 124,005 | 17,400 | 0.13% | 0.14% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 122,477 | 17,185 | 0.01% | 0.01% | 81 | +8,243 | 7.22% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 122,331 | 17,165 | 0.25% | 0.29% | 82 | -10,037 | -7.58% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 117,707 | 16,517 | 0.02% | 0.02% | 83 | +1,632 | 1.41% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 115,740 | 16,240 | 0.0% | 0.0% | 84 | +28,693 | 32.96% | Q4 2025 | Mar 25, 2026 |
| Philosophy Capital Management LLC | History | New | 106,395 | 14,929 | 0.68% | — | 85 | +106,395 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 102,815 | 14,427 | 0.0% | 0.0% | 86 | +81,241 | 376.57% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 97,175 | 13,635 | 0.01% | 0.0% | 87 | +78,794 | 428.67% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 97,166 | 13,634 | 0.0% | 0.0% | 88 | -8,730 | -8.24% | Q4 2025 | Feb 09, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 96,725 | 13,572 | 0.41% | 0.24% | 89 | +24,775 | 34.43% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | New | 90,000 | 12,628 | 0.09% | — | 90 | +90,000 | New | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | New | 89,708 | 12,588 | 0.04% | — | 91 | +89,708 | New | Q4 2025 | Feb 11, 2026 |
| Aperture Investors, LLC | History | Reduced | 86,677 | 12,162 | 1.39% | 2.87% | 92 | -59,404 | -40.67% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 78,000 | 10,944 | 0.0% | 0.0% | 93 | +33,700 | 76.07% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 76,468 | 10,729 | 0.02% | 0.03% | 94 | -8,637 | -10.15% | Q4 2025 | Feb 17, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 75,354 | 10,573 | 0.65% | 0.09% | 95 | +66,158 | 719.42% | Q4 2025 | Feb 10, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 74,600 | 10,467 | 0.23% | 0.19% | 96 | +5,000 | 7.18% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 72,437 | 10,164 | 0.01% | 0.01% | 97 | -929 | -1.27% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 70,863 | 9,943 | 0.01% | 0.02% | 98 | -1,431 | -1.98% | Q4 2025 | Jan 23, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 66,326 | 9,306 | 0.01% | — | 99 | +66,326 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 65,500 | 9,190 | 0.01% | 0.01% | 100 | -2,700 | -3.96% | Q4 2025 | Feb 17, 2026 |
| Granite Investment Partners, LLC | History | Added to | 65,193 | 9,147 | 0.54% | 0.5% | 101 | +3,819 | 6.22% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64,459 | 9,045 | 0.02% | 0.02% | 102 | -7,048 | -9.86% | Q4 2025 | Jan 30, 2026 |
| GMT CAPITAL CORP | History | New | 64,333 | 9,027 | 0.47% | — | 103 | +64,333 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 62,202 | 8,728 | 0.0% | 0.0% | 104 | -5,663 | -8.34% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 62,070 | 8,709 | 0.01% | 0.01% | 105 | -8,379 | -11.89% | Q4 2025 | Feb 13, 2026 |
| Mizuho Markets Cayman LP | History | New | 61,291 | 8,600 | 0.43% | — | 106 | +61,291 | New | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 59,943 | 8,411 | 0.01% | 0.01% | 107 | +346 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 58,823 | 8,254 | 0.02% | 0.03% | 108 | -24,856 | -29.7% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 58,778 | 8,247 | 0.03% | 0.14% | 109 | -194,310 | -76.78% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 58,719 | 8,239 | 0.0% | 0.0% | 110 | +24,901 | 73.63% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 58,111 | 8,154 | 0.01% | 0.01% | 111 | -1,080 | -1.82% | Q4 2025 | Feb 12, 2026 |
| Empire Life Investments Inc. | History | Added to | 56,778 | 7,967 | 0.45% | 0.48% | 112 | +145 | 0.26% | Q4 2025 | Feb 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 56,615 | 7,945 | 0.0% | 0.0% | 113 | +2,856 | 5.31% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 56,373 | 7,910 | 0.04% | 0.04% | 114 | -1,577 | -2.72% | Q4 2025 | Feb 12, 2026 |
| Erste Asset Management GmbH | History | Added to | 54,817 | 7,868 | 0.07% | 0.07% | 115 | +6,874 | 14.34% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Added to | 55,900 | 7,843 | 0.01% | 0.0% | 116 | +51,500 | 1170.45% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 52,705 | 7,395 | 0.01% | 0.0% | 117 | +42,751 | 429.49% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 52,249 | 7,331 | 0.1% | 0.09% | 118 | -135 | -0.26% | Q4 2025 | Feb 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 50,637 | 7,105 | 0.01% | 0.01% | 119 | +7,809 | 18.23% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 49,328 | 6,921 | 0.03% | — | 120 | +49,328 | New | Q4 2025 | Feb 17, 2026 |
| Bastion Asset Management Inc. | History | New | 46,982 | 6,669 | 3.68% | — | 121 | +46,982 | New | Q4 2025 | Feb 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 47,102 | 6,609 | 0.14% | 0.34% | 122 | -59,539 | -55.83% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 46,616 | 6,540 | 0.0% | — | 123 | +46,616 | New | Q4 2025 | Feb 17, 2026 |
| Roubaix Capital, LLC | History | Added to | 42,836 | 6,010 | 2.56% | 2.44% | 124 | +6,313 | 17.28% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 42,666 | 5,986 | 0.01% | 0.01% | 125 | +4,003 | 10.35% | Q4 2025 | Feb 06, 2026 |
| Private Capital Advisors, Inc. | History | New | 42,017 | 5,895 | 0.6% | — | 126 | +42,017 | New | Q4 2025 | Feb 09, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 41,899 | 5,879 | 0.11% | — | 127 | +41,899 | New | Q4 2025 | Jan 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 41,412 | 5,812 | 0.01% | 0.01% | 128 | +13,944 | 50.76% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 39,127 | 5,490 | 0.01% | 0.0% | 129 | +36,808 | 1587.24% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 38,692 | 5,429 | 0.05% | 0.05% | 130 | +1,029 | 2.73% | Q4 2025 | Jan 28, 2026 |
| Channing Capital Management, LLC | History | Reduced | 34,639 | 4,860 | 0.13% | 0.16% | 131 | -7,753 | -18.29% | Q4 2025 | Feb 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 33,243 | 4,664 | 0.02% | 0.03% | 132 | -8,950 | -21.21% | Q4 2025 | Feb 17, 2026 |
| Invenomic Capital Management LP | History | New | 33,070 | 4,640 | 0.22% | — | 133 | +33,070 | New | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 32,683 | 4,586 | 0.66% | 0.65% | 134 | +539 | 1.68% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 32,085 | 4,502 | 0.0% | 0.0% | 135 | -5,061 | -13.62% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 30,835 | 4,390 | 0.01% | 0.01% | 136 | -6,222 | -16.79% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | Added to | 31,083 | 4,361 | 0.21% | 0.19% | 137 | +4,321 | 16.15% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 29,928 | 4,199 | 0.03% | 0.03% | 138 | -357 | -1.18% | Q4 2025 | Feb 05, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 24,892 | 4,020 | 0.01% | 0.01% | 139 | -1,066 | -4.11% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 28,173 | 3,963 | 0.0% | 0.0% | 140 | -13,438 | -32.29% | Q4 2025 | Mar 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 27,809 | 3,902 | 0.03% | 0.03% | 141 | -1,404 | -4.81% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 27,666 | 3,882 | 0.01% | 0.01% | 142 | -2,022 | -6.81% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 27,630 | 3,877 | 0.04% | 0.05% | 143 | -3,023 | -9.86% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 27,610 | 3,872 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 25,843 | 3,626 | 0.05% | 0.08% | 145 | -14,677 | -36.22% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,793 | 3,619 | 0.01% | 0.01% | 146 | +7,647 | 42.14% | Q4 2025 | Jan 27, 2026 |
| Calamos Advisors LLC | History | Added to | 25,500 | 3,578 | 0.01% | 0.01% | 147 | +3,000 | 13.33% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 25,485 | 3,576 | 0.01% | — | 148 | +25,485 | New | Q4 2025 | Feb 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 24,603 | 3,452 | 0.43% | 0.47% | 149 | +258 | 1.06% | Q4 2025 | Jan 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 19,377 | 3,449 | 0.01% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 23,724 | 3,328 | 0.03% | 0.03% | 151 | +200 | 0.85% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,482 | 3,270 | 0.04% | 0.03% | 152 | -374 | -1.71% | Q4 2025 | Jan 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,259 | 3,264 | 0.01% | 0.01% | 153 | -1,126 | -4.62% | Q4 2025 | Feb 05, 2026 |
| Portolan Capital Management, LLC | History | New | 23,098 | 3,241 | 0.17% | — | 154 | +23,098 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 22,900 | 3,213 | 0.01% | — | 155 | +22,900 | New | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 22,052 | 3,094 | 0.01% | 0.01% | 156 | -1,203 | -5.17% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 21,527 | 3,020 | 0.0% | 0.0% | 157 | +20,832 | 2997.41% | Q4 2025 | Feb 05, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 21,500 | 3,016 | 0.37% | 0.42% | 158 | -5,500 | -20.37% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 21,140 | 2,966 | 0.01% | 0.0% | 159 | +5,692 | 36.85% | Q4 2025 | Feb 17, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 21,064 | 2,955 | 0.17% | 0.18% | 160 | -793 | -3.63% | Q4 2025 | Feb 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 21,050 | 2,953 | 0.01% | — | 161 | +21,050 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 21,012 | 2,948 | 0.04% | 0.03% | 162 | -979 | -4.45% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 20,765 | 2,913 | 0.01% | 0.01% | 163 | -2,994 | -12.6% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 20,637 | 2,905 | 0.0% | 0.01% | 164 | -1,742 | -7.78% | Q4 2025 | Jan 28, 2026 |
| Polar Asset Management Partners Inc. | History | New | 20,300 | 2,848 | 0.04% | — | 165 | +20,300 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 19,876 | 2,789 | 0.01% | 0.01% | 166 | -754 | -3.65% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 19,785 | 2,776 | 0.02% | — | 167 | +19,785 | New | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 18,980 | 2,663 | 0.0% | 0.0% | 168 | +9,273 | 95.53% | Q4 2025 | Jan 09, 2026 |
| South Dakota Investment Council | History | Reduced | 18,830 | 2,642 | 0.05% | 0.06% | 169 | -1,000 | -5.04% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 18,525 | 2,599 | 0.04% | 0.05% | 170 | -3,220 | -14.81% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,400 | 2,581 | 0.04% | 0.04% | 171 | -100 | -0.54% | Q4 2025 | Jan 16, 2026 |
| Arizona State Retirement System | History | Reduced | 17,502 | 2,455 | 0.01% | 0.01% | 172 | -1,147 | -6.15% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,614 | 2,331 | 0.01% | 0.01% | 173 | -421 | -2.47% | Q4 2025 | Feb 10, 2026 |
| Sagefield Capital LP | History | Added to | 16,431 | 2,305 | 0.2% | 0.21% | 174 | +3,184 | 24.04% | Q4 2025 | Feb 17, 2026 |
| Westhampton Capital, LLC | History | Reduced | 16,155 | 2,266 | 1.07% | 1.15% | 175 | -300 | -1.82% | Q4 2025 | Jan 30, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 15,793 | 2,216 | 2.72% | 0.05% | 176 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 15,701 | 2,203 | 0.01% | 0.01% | 177 | -100 | -0.63% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 15,600 | 2,188 | 0.0% | — | 178 | +15,600 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,469 | 2,170 | 0.02% | 0.02% | 179 | -1,925 | -11.07% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 14,855 | 2,084 | 0.02% | 0.03% | 180 | +60 | 0.41% | Q4 2025 | Feb 05, 2026 |
| Interval Partners, LP | History | New | 14,842 | 2,082 | 0.04% | — | 181 | +14,842 | New | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 14,361 | 2,015 | 0.09% | — | 182 | +14,361 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,355 | 2,014 | 0.0% | 0.0% | 183 | +942 | 7.02% | Q4 2025 | Feb 11, 2026 |
| Krane Funds Advisors LLC | History | Added to | 14,066 | 1,973 | 0.06% | 0.05% | 184 | +2,731 | 24.09% | Q4 2025 | Feb 11, 2026 |
| Dean Capital Management | History | Added to | 13,873 | 1,946 | 0.83% | 0.75% | 185 | +429 | 3.19% | Q4 2025 | Feb 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 13,503 | 1,898 | 0.01% | 0.01% | 186 | +400 | 3.05% | Q4 2025 | Jan 28, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,500 | 1,894 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 13,473 | 1,890 | 0.01% | 0.02% | 188 | -8,400 | -38.4% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | New | 13,393 | 1,879 | 0.01% | — | 189 | +13,393 | New | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,249 | 1,859 | 0.02% | 0.02% | 190 | -100 | -0.75% | Q4 2025 | Feb 04, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 13,069 | 1,833 | 0.83% | 0.93% | 191 | -845 | -6.07% | Q4 2025 | Jan 23, 2026 |
| Holocene Advisors, LP | History | Added to | 12,700 | 1,782 | 0.0% | 0.0% | 192 | +6,759 | 113.77% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 12,573 | 1,764 | 0.01% | 0.01% | 193 | +487 | 4.03% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 12,416 | 1,742 | 0.08% | 0.15% | 194 | -1,151 | -8.48% | Q4 2025 | Feb 12, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 12,200 | 1,711 | 0.07% | 0.08% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,167 | 1,707 | 0.05% | 0.05% | 196 | -275 | -2.21% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,060 | 1,692 | 0.0% | 0.0% | 197 | +6,213 | 106.26% | Q4 2025 | Feb 11, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 11,825 | 1,659 | 0.27% | 0.3% | 198 | -1,568 | -11.71% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,450 | 1,606 | 0.0% | 0.0% | 199 | +1,996 | 21.11% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 11,326 | 1,589 | 0.0% | 0.0% | 200 | +3,193 | 39.26% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 10,951 | 1,536 | 0.01% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,577 | 1,484 | 0.0% | 0.0% | 202 | -65 | -0.61% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 10,364 | 1,454 | 0.0% | 0.0% | 203 | +688 | 7.11% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 10,304 | 1,445 | 0.02% | 0.01% | 204 | +5,523 | 115.52% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,291 | 1,444 | 0.0% | 0.0% | 205 | +263 | 2.62% | Q4 2025 | Feb 13, 2026 |
| Polianta Ltd | History | Added to | 9,600 | 1,347 | 0.18% | 0.54% | 206 | +500 | 5.49% | Q4 2025 | Jan 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,559 | 1,341 | 0.0% | 0.0% | 207 | +365 | 3.97% | Q4 2025 | Jan 29, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 9,411 | 1,320 | 0.0% | 0.0% | 208 | -770 | -7.56% | Q4 2025 | Feb 10, 2026 |
| Auxano Advisors, LLC | History | Reduced | 9,033 | 1,267 | 0.25% | 0.28% | 209 | -35 | -0.39% | Q4 2025 | Feb 06, 2026 |
| Massar Capital Management, LP | History | No change | 8,500 | 1,192 | 0.13% | 0.16% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 8,229 | 1,154 | 0.01% | 0.01% | 211 | -190 | -2.26% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,180 | 1,147 | 0.0% | 0.0% | 212 | +1,670 | 25.65% | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 8,006 | 1,123 | 0.03% | 0.03% | 213 | -5,923 | -42.52% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,941 | 1,114 | 0.0% | 0.0% | 214 | -809 | -9.25% | Q4 2025 | Feb 24, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | History | No change | 7,950 | 1,114 | 0.34% | 0.27% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 7,465 | 1,047 | 0.01% | 0.0% | 216 | +1,436 | 23.82% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 7,244 | 1,016 | 0.0% | 0.0% | 217 | -198 | -2.66% | Q4 2025 | Jan 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 7,203 | 1,011 | 0.08% | 0.1% | 218 | -1,627 | -18.43% | Q4 2025 | Jan 20, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Reduced | 7,182 | 1,007 | 0.15% | 0.19% | 219 | -878 | -10.89% | Q4 2025 | Jan 27, 2026 |
| Atria Investments, Inc | History | Reduced | 7,124 | 999 | 0.01% | 0.01% | 220 | -990 | -12.2% | Q4 2025 | Feb 05, 2026 |
| BOKF, NA | History | Reduced | 7,100 | 996 | 0.02% | 0.04% | 221 | -11,725 | -62.28% | Q4 2025 | Feb 03, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 7,057 | 991 | 0.02% | 0.02% | 222 | -988 | -12.28% | Q4 2025 | Feb 17, 2026 |
| AIA Group Ltd | History | Reduced | 6,775 | 950 | 0.01% | 0.03% | 223 | -3,524 | -34.22% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,639 | 931 | 0.01% | 0.01% | 224 | -615 | -8.48% | Q4 2025 | Jan 23, 2026 |
| MASTERINVEST Kapitalanlage GmbH | History | Reduced | 6,513 | 927 | 0.09% | 0.09% | 225 | -200 | -2.98% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,871 | 925 | 0.0% | 0.0% | 227 | -1,813 | -23.59% | Q4 2025 | Jan 08, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 6,598 | 925 | 0.12% | 0.14% | 226 | -885 | -11.83% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 6,541 | 917 | 0.0% | 0.01% | 228 | -7,705 | -54.09% | Q4 2025 | Jan 28, 2026 |
| Tidal Investments LLC | History | Reduced | 6,321 | 886 | 0.0% | 0.0% | 229 | -875 | -12.16% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 6,290 | 882 | 0.02% | 0.04% | 230 | -5,922 | -48.49% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | Reduced | 6,243 | 876 | 0.01% | 0.01% | 231 | -1,346 | -17.74% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,176 | 866 | 0.0% | 0.0% | 232 | +22 | 0.36% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,138 | 865 | 0.0% | 0.01% | 233 | -26,908 | -81.43% | Q4 2025 | Mar 09, 2026 |
| RBF Capital, LLC | History | No change | 6,000 | 841 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 5,921 | 830 | 0.01% | 0.02% | 235 | -1,285 | -17.83% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 5,865 | 825 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Brooklyn Investment Group | History | Added to | 5,586 | 801 | 0.04% | 0.05% | 237 | +3,215 | 135.6% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,663 | 794 | 0.02% | 0.03% | 238 | +275 | 5.1% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 5,537 | 776 | 0.02% | — | 239 | +5,537 | New | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 5,490 | 770 | 0.02% | 0.02% | 240 | +83 | 1.54% | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,449 | 765 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 5,338 | 749 | 0.0% | 0.0% | 242 | -591 | -9.97% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,244 | 735 | 0.0% | 0.0% | 243 | -266 | -4.83% | Q4 2025 | Feb 11, 2026 |
| GREENLEAF TRUST | History | Added to | 5,015 | 703 | 0.01% | 0.01% | 244 | +6 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Dockside LLC | History | New | 4,974 | 697 | 0.18% | — | 245 | +4,974 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,957 | 695 | 0.01% | 0.02% | 246 | -1,216 | -19.7% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,885 | 685 | 0.0% | 0.0% | 247 | +550 | 12.69% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,832 | 678 | 0.03% | 0.02% | 248 | -100 | -2.03% | Q4 2025 | Feb 04, 2026 |
| Sapience Investments, LLC | History | Reduced | 4,608 | 646 | 2.44% | 2.59% | 249 | -10 | -0.22% | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 4,492 | 630 | 0.06% | 0.08% | 250 | -2,108 | -31.94% | Q4 2025 | Jan 12, 2026 |
| M&T BANK CORP | History | Added to | 4,431 | 621 | 0.0% | 0.0% | 251 | +2,357 | 113.65% | Q4 2025 | Jan 30, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 4,330 | 607 | 0.15% | 0.16% | 252 | -55 | -1.25% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Added to | 4,293 | 601 | 0.0% | 0.0% | 253 | +822 | 23.68% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 4,271 | 599 | 0.01% | 0.01% | 254 | +1,639 | 62.27% | Q4 2025 | Feb 03, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 4,250 | 596 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,200 | 589 | 0.0% | 0.0% | 256 | +146 | 3.6% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,084 | 572 | 0.0% | 0.0% | 257 | -168 | -3.95% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,052 | 569 | 0.0% | 0.0% | 258 | -525 | -11.47% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 4,040 | 566 | 0.02% | 0.02% | 259 | +203 | 5.29% | Q4 2025 | Feb 10, 2026 |
| Regents Gate Capital LLP | History | Reduced | 3,977 | 558 | 0.18% | 0.9% | 260 | -13,732 | -77.54% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,930 | 551 | 0.0% | 0.0% | 261 | +958 | 32.23% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 3,828 | 537 | 0.03% | 0.03% | 262 | +225 | 6.24% | Q4 2025 | Jan 23, 2026 |
| Jefferies Financial Group Inc. | History | New | 3,600 | 505 | 0.0% | — | 263 | +3,600 | New | Q4 2025 | Feb 09, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 3,563 | 499 | 0.03% | 0.04% | 264 | -236 | -6.21% | Q4 2025 | Jan 23, 2026 |
| EntryPoint Capital, LLC | History | Added to | 3,546 | 497 | 0.19% | 0.1% | 266 | +1,774 | 100.11% | Q4 2025 | Feb 12, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 3,548 | 497 | 0.24% | 0.22% | 265 | +325 | 10.08% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,494 | 490 | 0.0% | — | 267 | +3,494 | New | Q4 2025 | Feb 18, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 3,453 | 484 | 0.05% | 0.1% | 268 | -1,726 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 3,441 | 483 | 0.11% | — | 269 | +3,441 | New | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | Reduced | 3,387 | 475 | 0.14% | 0.2% | 270 | -1,271 | -27.29% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,385 | 475 | 0.0% | 0.0% | 271 | -1,080 | -24.19% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 3,384 | 474 | 0.0% | 0.0% | 272 | -244 | -6.73% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,365 | 472 | 0.0% | 0.0% | 273 | +532 | 18.78% | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,308 | 464 | 0.05% | 0.05% | 274 | -162 | -4.67% | Q4 2025 | Jan 27, 2026 |
| TORONTO DOMINION BANK | History | Added to | 3,237 | 454 | 0.0% | 0.0% | 275 | +38 | 1.19% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,183 | 446 | 0.0% | 0.0% | 276 | -6,650 | -67.63% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,102 | 435 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 3,061 | 429 | 0.0% | 0.01% | 278 | -3,663 | -54.48% | Q4 2025 | Feb 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 3,015 | 423 | 0.0% | 0.0% | 279 | -136 | -4.32% | Q4 2025 | Feb 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 2,775 | 422 | 0.09% | — | 280 | +2,775 | New | Q4 2025 | Feb 04, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,990 | 419 | 0.0% | — | 281 | +2,990 | New | Q4 2025 | Feb 04, 2026 |
| AlphaQuest LLC | History | Reduced | 2,908 | 408 | 0.02% | 0.08% | 282 | -6,090 | -67.68% | Q4 2025 | Feb 09, 2026 |
| Entropy Technologies, LP | History | New | 2,900 | 406 | 0.02% | — | 283 | +2,900 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,786 | 390 | 0.03% | 0.03% | 284 | +14 | 0.51% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | New | 2,768 | 388 | 0.0% | — | 285 | +2,768 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | New | 2,759 | 387 | 0.0% | — | 286 | +2,759 | New | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 2,760 | 387 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,738 | 385 | 0.0% | — | 288 | +2,738 | New | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,672 | 374 | 0.0% | 0.0% | 289 | +937 | 54.01% | Q4 2025 | Feb 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 2,654 | 373 | 0.01% | — | 290 | +2,654 | New | Q4 2025 | Jan 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,662 | 373 | 0.0% | 0.0% | 291 | -161 | -5.7% | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | No change | 2,665 | 373 | 0.03% | 0.04% | 292 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,654 | 372 | 0.0% | 0.0% | 294 | -2,194 | -45.26% | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 2,655 | 372 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 2,563 | 359 | 0.0% | 0.0% | 295 | +265 | 11.53% | Q4 2025 | Feb 10, 2026 |
| Waratah Capital Advisors Ltd. | History | Added to | 2,565 | 359 | 0.01% | 0.01% | 296 | +128 | 5.25% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,513 | 352 | 0.0% | — | 297 | +2,513 | New | Q4 2025 | Feb 18, 2026 |
| TWINBEECH CAPITAL LP | History | New | 2,450 | 343 | 0.02% | — | 298 | +2,450 | New | Q4 2025 | Feb 17, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 2,425 | 340 | 0.18% | 0.12% | 299 | +948 | 64.18% | Q4 2025 | Jan 20, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,414 | 338 | 0.01% | 0.02% | 300 | -935 | -27.92% | Q4 2025 | Jan 06, 2026 |
| Forum Financial Management, LP | History | Added to | 2,359 | 331 | 0.0% | 0.0% | 301 | +143 | 6.45% | Q4 2025 | Jan 27, 2026 |
| North Dakota State Investment Board | History | New | 2,342 | 328 | 0.01% | — | 302 | +2,342 | New | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,333 | 327 | 0.0% | 0.0% | 303 | -32 | -1.35% | Q4 2025 | Jan 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 2,318 | 325 | 0.02% | 0.02% | 304 | +306 | 15.21% | Q4 2025 | Mar 04, 2026 |
| Inspire Investing, LLC | History | Added to | 2,319 | 325 | 0.03% | 0.03% | 305 | +186 | 8.72% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 2,310 | 324 | 0.02% | 0.69% | 306 | -67,544 | -96.69% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,307 | 323 | 0.0% | 0.0% | 307 | -184 | -7.39% | Q4 2025 | Jan 30, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 2,309 | 323 | 0.1% | 0.11% | 308 | -124 | -5.1% | Q4 2025 | Feb 10, 2026 |
| Leeward Financial Partners, LLC | History | No change | 2,287 | 320 | 0.09% | 0.09% | 309 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,257 | 316 | 0.0% | 0.0% | 310 | +127 | 5.96% | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,257 | 316 | 0.01% | 0.03% | 311 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,229 | 312 | 0.01% | 0.0% | 312 | +1,512 | 210.88% | Q4 2025 | Feb 06, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 2,214 | 310 | 0.01% | 0.01% | 313 | -164 | -6.9% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 2,204 | 309 | 0.16% | 0.16% | 314 | +28 | 1.29% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 2,132 | 299 | 0.02% | 0.01% | 315 | +232 | 12.21% | Q4 2025 | Jan 05, 2026 |
| CIBC Asset Management Inc | History | No change | 2,109 | 295 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Malaga Cove Capital, LLC | History | New | 2,042 | 286 | 0.1% | — | 317 | +2,042 | New | Q4 2025 | Feb 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,027 | 284 | 0.01% | 0.01% | 318 | -3 | -0.15% | Q4 2025 | Jan 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,008 | 281 | 0.0% | 0.0% | 319 | +6 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | No change | 2,000 | 281 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | New | 1,990 | 279 | 0.03% | — | 321 | +1,990 | New | Q4 2025 | Jan 07, 2026 |
| KBC Group NV | History | No change | 1,961 | 275 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 1,958 | 274 | 0.05% | 0.06% | 323 | +127 | 6.94% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 1,919 | 269 | 0.0% | — | 324 | +1,919 | New | Q4 2025 | Jan 29, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,858 | 260 | 0.0% | 0.0% | 325 | +110 | 6.29% | Q4 2025 | Feb 12, 2026 |
| Blueshift Asset Management, LLC | History | New | 1,847 | 259 | 0.07% | — | 326 | +1,847 | New | Q4 2025 | Feb 13, 2026 |
| CM WEALTH ADVISORS LLC | History | New | 1,828 | 257 | 0.06% | — | 327 | +1,828 | New | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,800 | 252 | 0.0% | 0.0% | 328 | -107 | -5.61% | Q4 2025 | Feb 18, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 1,759 | 246 | 0.06% | 0.07% | 329 | -13 | -0.73% | Q4 2025 | Jan 22, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 1,710 | 239 | 0.02% | 0.03% | 330 | -22 | -1.27% | Q4 2025 | Jan 16, 2026 |
| CSM Advisors, LLC | History | New | 1,663 | 234 | 0.01% | — | 331 | +1,663 | New | Q4 2025 | Feb 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 1,652 | 231 | 0.0% | — | 332 | +1,652 | New | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,634 | 229 | 0.01% | 0.01% | 333 | +16 | 0.99% | Q4 2025 | Jan 29, 2026 |
| S&CO INC | History | No change | 1,600 | 224 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Reduced | 1,596 | 223 | 0.0% | 0.0% | 335 | -8 | -0.5% | Q4 2025 | Feb 03, 2026 |
| State of Wyoming | History | Added to | 1,583 | 222 | 0.02% | 0.01% | 336 | +781 | 97.38% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | Reduced | 1,576 | 221 | 0.02% | 0.02% | 338 | -70 | -4.25% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 1,582 | 221 | 0.0% | 0.0% | 337 | +3 | 0.19% | Q4 2025 | Feb 02, 2026 |
| Claret Asset Management Corp | History | Reduced | 1,562 | 219 | 0.03% | 0.03% | 339 | -4 | -0.26% | Q4 2025 | Feb 11, 2026 |
| Golden State Equity Partners | History | Reduced | 1,554 | 218 | 0.04% | 0.04% | 340 | -216 | -12.2% | Q4 2025 | Jan 29, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 1,542 | 216 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 1,534 | 215 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,525 | 213 | 0.01% | 0.01% | 343 | -1,962 | -56.27% | Q4 2025 | Feb 17, 2026 |
| Corient IA LLC | History | No change | 1,500 | 210 | 0.2% | 0.16% | 344 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 1,283 | 207 | 0.03% | — | 345 | +1,283 | New | Q4 2025 | Feb 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,468 | 205 | 0.0% | 0.0% | 346 | -4 | -0.27% | Q4 2025 | Feb 05, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 1,372 | 200 | 0.08% | 0.12% | 347 | -594 | -30.21% | Q4 2025 | Jan 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 1,395 | 195 | 0.14% | 0.2% | 348 | -460 | -24.8% | Q4 2025 | Feb 10, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 1,339 | 187 | 0.04% | 0.01% | 349 | +796 | 146.59% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 1,287 | 180 | 0.01% | 0.01% | 350 | -2,787 | -68.41% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,139 | 159 | 0.0% | 0.0% | 351 | +716 | 169.27% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,121 | 157 | 0.0% | 0.0% | 352 | -447 | -28.51% | Q4 2025 | Mar 16, 2026 |
| CWM, LLC | History | Added to | 1,075 | 151 | 0.0% | 0.0% | 353 | +72 | 7.18% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,067 | 149 | 0.0% | 0.0% | 354 | +23 | 2.2% | Q4 2025 | Jan 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,021 | 143 | 0.1% | 0.09% | 356 | +77 | 8.16% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 1,023 | 143 | 0.0% | 0.0% | 355 | +60 | 6.23% | Q4 2025 | Feb 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,010 | 141 | 0.12% | 0.12% | 357 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NKCFO LLC | History | Reduced | 1,000 | 140 | 0.04% | 0.45% | 358 | -9,500 | -90.48% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 888 | 124 | 0.0% | 0.0% | 359 | +54 | 6.47% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 791 | 111 | 0.0% | 0.0% | 360 | +29 | 3.81% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | No change | 772 | 108 | 0.02% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 715 | 100 | 0.0% | 0.0% | 362 | +31 | 4.53% | Q4 2025 | Feb 02, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | New | 699 | 98 | 0.0% | — | 364 | +699 | New | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 700 | 98 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 678 | 95 | 0.0% | 0.0% | 365 | -500 | -42.44% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 637 | 90 | 0.0% | 0.0% | 367 | +103 | 19.29% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 644 | 90 | 0.01% | 0.01% | 366 | -8 | -1.23% | Q4 2025 | Jan 29, 2026 |
| Hilltop National Bank | History | Reduced | 617 | 86 | 0.02% | 0.05% | 368 | -865 | -58.37% | Q4 2025 | Jan 07, 2026 |
| Torren Management, LLC | History | New | 593 | 83 | 0.04% | — | 369 | +593 | New | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 580 | 81 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 574 | 80 | 0.0% | 0.0% | 371 | +302 | 111.03% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 523 | 73 | 0.0% | 0.0% | 372 | +182 | 53.37% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 465 | 65 | 0.0% | 0.0% | 373 | +357 | 330.56% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 415 | 58 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 356 | 49 | 0.0% | 0.0% | 375 | -61 | -14.63% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 334 | 47 | 0.0% | 0.0% | 376 | +135 | 67.84% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 315 | 44 | 0.0% | 0.0% | 377 | -1 | -0.32% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 296 | 42 | 0.0% | — | 378 | +296 | New | Q4 2025 | Feb 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 302 | 42 | 0.03% | 0.03% | 379 | -18 | -5.63% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 287 | 40 | 0.0% | 0.0% | 380 | -90 | -23.87% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 262 | 36 | 0.0% | 0.01% | 381 | -54 | -17.09% | Q4 2025 | Jan 08, 2026 |
| FIL Ltd | History | Added to | 240 | 33 | 0.0% | 0.0% | 382 | +3 | 1.27% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 240 | 33 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 228 | 31 | 0.0% | — | 384 | +228 | New | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 223 | 31 | 0.0% | 0.0% | 385 | +25 | 12.63% | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 204 | 28 | 0.0% | — | 388 | +204 | New | Q4 2025 | Jan 27, 2026 |
| Bank of New Hampshire | History | New | 200 | 28 | 0.01% | — | 386 | +200 | New | Q4 2025 | Mar 16, 2026 |
| Bernard Wealth Management Corp. | History | No change | 200 | 28 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ancora Advisors LLC | History | Added to | 193 | 27 | 0.0% | 0.0% | 389 | +116 | 150.65% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 193 | 27 | 0.0% | 0.0% | 390 | +49 | 34.03% | Q4 2025 | Feb 06, 2026 |
| Garner Asset Management Corp | History | New | 191 | 26 | 0.01% | — | 391 | +191 | New | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 190 | 26 | 0.0% | — | 392 | +190 | New | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 178 | 25 | 0.01% | 0.01% | 394 | +80 | 81.63% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 179 | 25 | 0.0% | 0.0% | 393 | +12 | 7.19% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 172 | 24 | 0.0% | — | 396 | +172 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 172 | 24 | 0.0% | 0.0% | 395 | -42 | -19.63% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 166 | 23 | 0.0% | 0.0% | 397 | -33 | -16.58% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 151 | 21 | 0.0% | 0.0% | 398 | -114 | -43.02% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 124 | 19 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | No change | 130 | 18 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 39 | 17 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 113 | 16 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rakuten Securities, Inc. | History | Added to | 110 | 15 | 0.0% | 0.0% | 403 | +100 | 1000.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Trust, LLC | History | Added to | 106 | 14 | 0.0% | 0.0% | 405 | +1 | 0.95% | Q4 2025 | Feb 09, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 89 | 12 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 80 | 11 | 0.0% | — | 407 | +80 | New | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | No change | 84 | 11 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 71 | 10 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 75 | 10 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nemes Rush Group LLC | History | Added to | 66 | 9 | 0.0% | 0.0% | 413 | +10 | 17.86% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 68 | 9 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 71 | 9 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 55 | 8 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Navigoe, LLC | History | No change | 64 | 8 | 0.0% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elyxium Wealth, LLC | History | New | 54 | 7 | 0.0% | — | 420 | +54 | New | Q4 2025 | Feb 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 50 | 7 | 0.0% | — | 419 | +50 | New | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | Added to | 57 | 7 | 0.0% | 0.0% | 416 | +8 | 16.33% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 57 | 7 | 0.0% | 0.0% | 417 | -3 | -5.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 57 | 7 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 47 | 6 | 0.0% | 0.0% | 421 | -926 | -95.17% | Q4 2025 | Feb 11, 2026 |
| Cetera Trust Company, N.A | History | No change | 47 | 6 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | New | 38 | 5 | 0.0% | — | 424 | +38 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 36 | 5 | 0.0% | 0.0% | 423 | +28 | 350.0% | Q4 2025 | Jan 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 31 | 4 | 0.0% | — | 427 | +31 | New | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 31 | 4 | 0.0% | — | 429 | +30 | 3000.0% | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 31 | 4 | 0.0% | 0.0% | 425 | +20 | 181.82% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 29 | 4 | 0.0% | 0.0% | 430 | +13 | 81.25% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | No change | 31 | 4 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| First Eagle Investment Management, LLC | History | New | 26 | 3 | 0.0% | — | 432 | +26 | New | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 24 | 3 | 0.0% | 0.0% | 431 | +11 | 84.62% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 28 | 3 | 0.0% | 0.0% | 433 | -3 | -9.68% | Q4 2025 | Feb 24, 2026 |
| Colonial Trust Co / SC | History | No change | 26 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 17 | 2 | 0.0% | — | 436 | +17 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 18 | 2 | 0.0% | — | 437 | +13 | 260.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 16 | 2 | 0.0% | 0.0% | 438 | +3 | 23.08% | Q4 2025 | Jan 12, 2026 |
| WPG Advisers, LLC | History | Added to | 18 | 2 | 0.0% | 0.0% | 439 | +3 | 20.0% | Q4 2025 | Jan 28, 2026 |
| Bayforest Capital Ltd | History | Reduced | 10 | 1 | 0.0% | 0.07% | 455 | -1,006 | -99.02% | Q4 2025 | Jan 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 453 | -28 | -66.67% | Q4 2025 | Jan 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 14 | 1 | 0.0% | — | 442 | +14 | New | Q4 2025 | Jan 20, 2026 |
| Elevated Capital Advisors, LLC | History | New | 14 | 1 | 0.0% | — | 448 | +14 | New | Q4 2025 | Jan 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 10 | 1 | 0.0% | — | 441 | +10 | New | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | New | 10 | 1 | 0.0% | — | 443 | +10 | New | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 10 | 1 | 0.0% | — | 449 | +10 | New | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | New | 10 | 1 | 0.0% | — | 450 | +10 | New | Q4 2025 | Jan 14, 2026 |
| Ares Financial Consulting, LLC | History | New | 10 | 1 | 0.0% | — | 460 | +10 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 10 | 1 | 0.0% | — | 447 | +7 | 233.33% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 452 | -5 | -33.33% | Q4 2025 | Jan 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 10 | 1 | 0.0% | 0.0% | 454 | +3 | 42.86% | Q4 2025 | Jan 16, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 10 | 1 | 0.0% | 0.0% | 458 | -1 | -9.09% | Q4 2025 | Feb 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bogart Wealth, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | No change | 10 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cromwell Holdings LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nova Wealth Management, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -522,720 | -100.0% | Q3 2025 | Nov 13, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.49% | — | -136,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.21% | — | -109,476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 20.97% | — | -81,700 | -100.0% | Q3 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,786 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Night Squared LP | History | Closed out | 0 | 0 | — | 0.97% | — | -18,702 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,504 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.47% | — | -9,432 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,891 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SOROS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -7,731 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Profit Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -7,390 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,277 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ulysses Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,998 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -4,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -3,862 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Manchester Capital Management LLC | History | Reduced | 4 | 0 | — | 0.07% | — | -3,575 | -99.89% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,525 | -100.0% | Q3 2025 | Oct 17, 2025 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,852 | -100.0% | Q3 2025 | Oct 30, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,706 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,580 | -100.0% | Q3 2025 | Oct 29, 2025 |
| K2 PRINCIPAL FUND, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,496 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,460 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,347 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.26% | — | -2,300 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,137 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,013 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,983 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,919 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,655 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,493 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,483 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OARSMAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,455 | -100.0% | Q3 2025 | Nov 21, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,440 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,424 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,119 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -947 | -100.0% | Q3 2025 | Oct 28, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.02% | — | -869 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WESTPAC BANKING CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -709 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -693 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -449 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -189 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -154 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Whipplewood Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EASTERN BANK | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Mar 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 20, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CENTRAL TRUST Co | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MOTCO | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sachetta, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caldwell Trust Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |