RENTOKIL INITIAL PLC /FI - RTO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | History | Reduced | 16,101,080 | 474,341 | 0.21% | 0.19% | 1 | -63,346 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Gates Capital Management, Inc. | History | Reduced | 4,516,572 | 133,058 | 3.5% | 2.7% | 2 | -1,471,047 | -24.57% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,139,863 | 121,960 | 0.01% | 0.0% | 3 | +2,683,686 | 184.3% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,993,506 | 117,648 | 0.0% | 0.0% | 4 | +3,329,769 | 501.67% | Q4 2025 | Feb 12, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 11,886,615 | 114,128 | 0.23% | 0.19% | 5 | -208,461 | -1.72% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 3,463,470 | 103,557 | 0.08% | — | 6 | +3,463,470 | New | Q4 2025 | Feb 13, 2026 |
| River Road Asset Management, LLC | History | Reduced | 2,180,514 | 64,237 | 0.7% | 0.77% | 7 | -526,618 | -19.45% | Q4 2025 | Feb 24, 2026 |
| Belvedere Trading LLC | History | New | 23,300 | 58,347 | 0.06% | — | 8 | +23,300 | New | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,921,580 | 56,609 | 0.02% | 0.01% | 9 | +367,840 | 23.67% | Q4 2025 | Feb 10, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Added to | 1,733,447 | 51,067 | 0.95% | 0.71% | 10 | +244,976 | 16.46% | Q4 2025 | Feb 12, 2026 |
| Sunriver Management LLC | History | Reduced | 1,697,919 | 50,020 | 5.24% | 5.45% | 11 | -287,326 | -14.47% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | Reduced | 1,645,500 | 48,476 | 0.29% | 0.32% | 12 | -149,400 | -8.32% | Q4 2025 | Feb 19, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,523,915 | 44,894 | 0.06% | 0.06% | 13 | -409,687 | -21.19% | Q4 2025 | Feb 13, 2026 |
| SUMMITRY LLC | History | Added to | 1,475,957 | 43,481 | 1.81% | 1.55% | 14 | +25,170 | 1.73% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,338,575 | 39,434 | 0.0% | 0.0% | 15 | -22,406 | -1.65% | Q4 2025 | Mar 25, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Added to | 997,112 | 29,374 | 1.84% | 1.39% | 16 | +125,697 | 14.42% | Q4 2025 | Jan 29, 2026 |
| Harvey Partners, LLC | History | Added to | 886,169 | 26,106 | 2.31% | 1.99% | 17 | +1,169 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 816,863 | 24,064 | 0.04% | 0.04% | 18 | +40,024 | 5.15% | Q4 2025 | Mar 16, 2026 |
| ASSETMARK, INC | History | Added to | 648,845 | 19,114 | 0.04% | 0.03% | 19 | +180,332 | 38.49% | Q4 2025 | Jan 23, 2026 |
| Stanley Capital Management, LLC | History | Added to | 623,329 | 18,363 | 3.07% | 2.37% | 20 | +53,000 | 9.29% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 615,281 | 18,126 | 0.0% | 0.0% | 21 | -464,286 | -43.01% | Q4 2025 | Feb 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 602,662 | 17,754 | 1.04% | 0.87% | 22 | +5,477 | 0.92% | Q4 2025 | Feb 17, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 581,171 | 17,121 | 2.19% | 2.25% | 23 | -999,904 | -63.24% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 481,944 | 14,198 | 0.01% | 0.01% | 24 | -984,770 | -67.14% | Q4 2025 | Feb 17, 2026 |
| Pacifica Capital Investments, LLC | History | Reduced | 475,233 | 14,000 | 3.81% | 3.26% | 25 | -491 | -0.1% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 422,142 | 12,436 | 0.0% | 0.0% | 26 | +240,888 | 132.9% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 393,200 | 11,583 | 0.0% | 0.0% | 27 | +9,119 | 2.37% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 390,097 | 11,492 | 0.01% | 0.0% | 28 | +285,027 | 271.27% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 384,364 | 11,323 | 0.0% | 0.0% | 29 | +46,709 | 13.83% | Q4 2025 | Feb 11, 2026 |
| LMR Partners LLP | History | No change | 371,562 | 10,946 | 0.02% | 0.04% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 369,604 | 10,888 | 1.02% | 1.08% | 31 | -64,968 | -14.95% | Q4 2025 | Feb 04, 2026 |
| Two Creeks Capital Management, LP | History | Reduced | 334,758 | 9,861 | 0.81% | 0.61% | 32 | -3,920 | -1.16% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 330,394 | 9,733 | 0.0% | 0.0% | 33 | -229,938 | -41.04% | Q4 2025 | Feb 11, 2026 |
| Robertson Opportunity Capital, LLC | History | No change | 325,893 | 9,600 | 3.48% | 2.83% | 34 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | Reduced | 306,397 | 9,026 | 3.32% | 6.11% | 35 | -308,212 | -50.15% | Q4 2025 | Jan 23, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 301,561 | 8,886 | 0.0% | 0.0% | 36 | +44,158 | 17.16% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 294,527 | 8,676 | 0.01% | 0.0% | 37 | +103,422 | 54.12% | Q4 2025 | Feb 13, 2026 |
| ELWOOD CAPITAL PARTNERS LP | History | Added to | 275,319 | 8,110 | 4.83% | 4.01% | 38 | +15,000 | 5.76% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 241,718 | 7,121 | 0.55% | 0.49% | 39 | -42,337 | -14.9% | Q4 2025 | Feb 11, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 212,333 | 6,348 | 0.01% | — | 40 | +212,333 | New | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 213,202 | 6,280 | 0.08% | 0.07% | 41 | -4,534 | -2.08% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 209,449 | 6,170 | 0.0% | 0.0% | 42 | -34,653 | -14.2% | Q4 2025 | Feb 18, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | No change | 205,175 | 6,044 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 204,742 | 6,031 | 0.01% | 0.01% | 44 | +19,356 | 10.44% | Q4 2025 | Feb 17, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 204,425 | 6,022 | 0.48% | 0.52% | 45 | -22,453 | -9.9% | Q4 2025 | Jan 30, 2026 |
| CLARK ESTATES INC/NY | History | Reduced | 200,000 | 5,892 | 1.43% | 1.9% | 46 | -130,000 | -39.39% | Q4 2025 | Feb 12, 2026 |
| III Capital Management | History | Added to | 185,132 | 5,453 | 0.8% | 0.97% | 47 | +25,000 | 15.61% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 174,154 | 5,130 | 0.01% | 0.01% | 48 | +70,090 | 67.35% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 163,667 | 4,821 | 0.04% | 0.03% | 49 | +12,753 | 8.45% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 158,581 | 4,671 | 0.0% | 0.0% | 50 | +8,629 | 5.75% | Q4 2025 | Feb 13, 2026 |
| Broyhill Asset Management, LLC | History | Added to | 158,214 | 4,660 | 4.11% | 2.62% | 51 | +39,759 | 33.56% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 151,856 | 4,473 | 0.0% | 0.0% | 52 | +83,537 | 122.27% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 143,218 | 4,219 | 0.0% | 0.0% | 53 | -2,942 | -2.01% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 141,630 | 4,172 | 0.0% | 0.0% | 54 | +36,635 | 34.89% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 136,426 | 4,019 | 0.0% | 0.01% | 55 | -718,058 | -84.03% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 129,967 | 3,828 | 0.01% | 0.01% | 56 | +37,501 | 40.56% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 129,800 | 3,823 | 0.0% | 0.0% | 57 | -3,200 | -2.41% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 113,368 | 3,339 | 0.0% | 0.0% | 58 | -373,028 | -76.69% | Q4 2025 | Jan 29, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 107,463 | 3,165 | 0.12% | 0.12% | 59 | -4,104 | -3.68% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 105,234 | 3,100 | 0.0% | — | 60 | +105,234 | New | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Added to | 101,463 | 2,989 | 0.58% | 0.38% | 61 | +26,706 | 35.72% | Q4 2025 | Jan 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 100,002 | 2,946 | 0.0% | 0.0% | 62 | -150,000 | -60.0% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 99,834 | 2,941 | 0.02% | — | 63 | +99,834 | New | Q4 2025 | Jan 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 99,248 | 2,923 | 0.59% | 0.54% | 64 | +6,563 | 7.08% | Q4 2025 | Feb 11, 2026 |
| Capital World Investors | History | Added to | 97,332 | 2,910 | 0.0% | 0.0% | 65 | +1,234 | 1.28% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 95,377 | 2,809 | 0.0% | 0.01% | 66 | -51,457 | -35.04% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 89,840 | 2,646 | 0.0% | 0.0% | 67 | +2,433 | 2.78% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 89,573 | 2,638 | 0.06% | — | 68 | +89,573 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 84,584 | 2,491 | 0.0% | 0.0% | 69 | +17,792 | 26.64% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 80,647 | 2,375 | 0.0% | 0.0% | 70 | +17,407 | 27.53% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 76,018 | 2,239 | 0.03% | 0.02% | 71 | +28,150 | 58.81% | Q4 2025 | Feb 12, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 72,638 | 2,139 | 0.52% | 1.26% | 72 | -123,457 | -62.96% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 70,259 | 2,069 | 0.04% | 0.0% | 73 | +69,735 | 13308.21% | Q4 2025 | Feb 09, 2026 |
| Kerrisdale Advisers, LLC | History | No change | 68,778 | 2,026 | 0.95% | 0.9% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 65,048 | 1,916 | 0.0% | 0.0% | 75 | -3,099 | -4.55% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 63,153 | 1,860 | 0.0% | 0.0% | 76 | +20,239 | 47.16% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 63,091 | 1,858 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 61,391 | 1,808 | 0.03% | 0.03% | 78 | +16,553 | 36.92% | Q4 2025 | Feb 09, 2026 |
| Maridea Wealth Management LLC | History | Added to | 60,993 | 1,796 | 0.27% | 0.21% | 79 | +11,184 | 22.45% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 60,530 | 1,783 | 0.02% | — | 80 | +60,530 | New | Q4 2025 | Jan 05, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 59,235 | 1,745 | 0.14% | 0.15% | 81 | -18,550 | -23.85% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 56,572 | 1,666 | 0.01% | — | 82 | +56,572 | New | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,511 | 1,664 | 0.0% | 0.0% | 83 | +12,233 | 27.63% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 53,303 | 1,570 | 0.05% | 0.04% | 84 | +2,580 | 5.09% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 52,161 | 1,536 | 0.0% | 0.0% | 85 | +13,743 | 35.77% | Q4 2025 | Feb 17, 2026 |
| Pullen Investment Management, LLC | History | Reduced | 48,644 | 1,433 | 0.75% | 0.67% | 86 | -114 | -0.23% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 44,349 | 1,306 | 0.0% | — | 87 | +44,349 | New | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 44,265 | 1,304 | 0.01% | 0.02% | 88 | -79,442 | -64.22% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 42,105 | 1,240 | 0.05% | 0.08% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | New | 40,775 | 1,201 | 0.71% | — | 90 | +40,775 | New | Q4 2025 | Jan 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 40,119 | 1,181 | 0.0% | 0.0% | 91 | -26,788 | -40.04% | Q4 2025 | Feb 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 39,995 | 1,178 | 0.15% | 0.13% | 92 | -135 | -0.34% | Q4 2025 | Feb 18, 2026 |
| Advisor OS, LLC | History | Reduced | 39,268 | 1,156 | 0.09% | 0.09% | 93 | -892 | -2.22% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 40,303 | 1,154 | 0.03% | 0.02% | 94 | +3,812 | 10.45% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 38,960 | 1,147 | 0.03% | 0.08% | 95 | -111,708 | -74.14% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 38,567 | 1,136 | 0.0% | 0.0% | 96 | -1,454 | -3.63% | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 36,482 | 1,075 | 0.02% | 0.01% | 97 | +6,117 | 20.14% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,361 | 1,041 | 0.0% | 0.0% | 98 | +3,855 | 12.24% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 34,833 | 1,026 | 0.0% | 0.0% | 99 | -43,600 | -55.59% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 34,841 | 1,026 | 0.02% | 0.01% | 100 | +4,705 | 15.61% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 34,665 | 1,021 | 0.02% | 0.13% | 101 | -152,822 | -81.51% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 34,500 | 1,016 | 0.01% | — | 102 | +34,500 | New | Q4 2025 | Feb 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 33,972 | 1,000 | 0.01% | 0.01% | 103 | +67 | 0.2% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 33,205 | 978 | 0.01% | 0.01% | 104 | -43 | -0.13% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 31,877 | 939 | 0.0% | — | 105 | +31,877 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 30,287 | 892 | 0.0% | 0.0% | 106 | +13,762 | 83.28% | Q4 2025 | Feb 10, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 30,000 | 883 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 28,879 | 850 | 0.01% | 0.01% | 108 | +7,651 | 36.04% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 28,405 | 836 | 0.01% | 0.01% | 109 | -5,479 | -16.17% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 26,800 | 789 | 0.22% | 0.05% | 110 | +20,000 | 294.12% | Q4 2025 | Jan 16, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 24,981 | 736 | 0.0% | 0.0% | 112 | +1,040 | 4.34% | Q4 2025 | Feb 11, 2026 |
| RBF Capital, LLC | History | No change | 25,000 | 736 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 24,151 | 711 | 0.08% | 0.08% | 113 | +619 | 2.63% | Q4 2025 | Jan 26, 2026 |
| NewEdge Wealth, LLC | History | Added to | 23,337 | 687 | 0.01% | 0.01% | 114 | +1,402 | 6.39% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 22,917 | 675 | 0.01% | 0.01% | 115 | +1,865 | 8.86% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 21,600 | 636 | 0.0% | 0.0% | 116 | -24,700 | -53.35% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 21,527 | 634 | 0.0% | 0.0% | 117 | +1,326 | 6.56% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 20,285 | 597 | 0.0% | — | 119 | +20,285 | New | Q4 2025 | Jan 29, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 20,270 | 597 | 0.02% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 19,914 | 586 | 0.03% | 0.02% | 120 | +9,465 | 90.58% | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | New | 18,366 | 549 | 0.03% | — | 121 | +18,366 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 18,439 | 543 | 0.0% | 0.0% | 122 | +1,359 | 7.96% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,298 | 539 | 0.01% | 0.01% | 123 | +650 | 3.68% | Q4 2025 | Feb 02, 2026 |
| Veracity Capital LLC | History | Added to | 16,720 | 492 | 0.14% | 0.12% | 124 | +1,308 | 8.49% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 16,005 | 471 | 0.0% | 0.0% | 126 | +840 | 5.54% | Q4 2025 | Jan 26, 2026 |
| Vontobel Holding Ltd. | History | No change | 16,000 | 471 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 15,839 | 466 | 0.0% | — | 127 | +15,839 | New | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Added to | 15,203 | 447 | 0.0% | 0.0% | 128 | +1,626 | 11.98% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 15,016 | 442 | 0.01% | 0.0% | 129 | +4,341 | 40.67% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | New | 14,883 | 438 | 0.01% | — | 130 | +14,883 | New | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | New | 14,641 | 431 | 0.01% | — | 131 | +14,641 | New | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 14,232 | 419 | 0.01% | — | 132 | +14,232 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 14,004 | 412 | 0.01% | 0.01% | 133 | +757 | 5.71% | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,907 | 409 | 0.0% | 0.0% | 134 | +1,246 | 9.84% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,777 | 405 | 0.0% | 0.0% | 135 | +1,217 | 9.69% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 13,407 | 394 | 0.0% | — | 136 | +13,407 | New | Q4 2025 | Feb 17, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | No change | 64,350 | 387 | 0.02% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 12,855 | 378 | 0.22% | 0.16% | 138 | +2,386 | 22.79% | Q4 2025 | Jan 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,812 | 377 | 0.0% | 0.0% | 139 | +694 | 5.73% | Q4 2025 | Jan 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 12,785 | 376 | 0.0% | 0.0% | 140 | +6,560 | 105.38% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services | History | Added to | 12,422 | 365 | 0.11% | 0.1% | 141 | +130 | 1.06% | Q4 2025 | Feb 12, 2026 |
| Van Diest Capital, LLC | History | New | 11,652 | 343 | 0.51% | — | 142 | +11,652 | New | Q4 2025 | Feb 19, 2026 |
| Waverly Advisors, LLC | History | New | 11,545 | 340 | 0.0% | — | 143 | +11,545 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | New | 11,182 | 329 | 0.0% | — | 144 | +11,182 | New | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,087 | 326 | 0.0% | 0.0% | 145 | +1,678 | 17.83% | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 10,980 | 323 | 0.02% | 0.01% | 146 | +1,427 | 14.94% | Q4 2025 | Feb 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 10,895 | 321 | 0.39% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| M&T BANK CORP | History | Reduced | 10,604 | 311 | 0.0% | 0.0% | 148 | -394 | -3.58% | Q4 2025 | Jan 30, 2026 |
| State of Wyoming | History | Reduced | 10,503 | 309 | 0.03% | 0.03% | 149 | -1,311 | -11.1% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 10,425 | 307 | 0.01% | 0.01% | 150 | +531 | 5.37% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 10,090 | 297 | 0.0% | — | 151 | +10,090 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 9,883 | 291 | 0.0% | — | 152 | +9,883 | New | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | New | 9,848 | 290 | 0.0% | — | 153 | +9,848 | New | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | New | 9,826 | 289 | 0.0% | — | 154 | +9,826 | New | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 9,421 | 277 | 0.0% | 0.0% | 155 | +3,623 | 62.49% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,162 | 269 | 0.01% | 0.09% | 157 | -97,834 | -91.44% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,136 | 269 | 0.01% | 0.0% | 156 | +8,656 | 1803.33% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,600 | 253 | 0.0% | 0.0% | 158 | -3 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,587 | 252 | 0.02% | 0.01% | 159 | -53 | -0.61% | Q4 2025 | Jan 30, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | New | 8,414 | 247 | 0.03% | — | 160 | +8,414 | New | Q4 2025 | Jan 14, 2026 |
| Walleye Trading LLC | History | Reduced | 8,154 | 240 | 0.0% | 0.0% | 161 | -18,236 | -69.1% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,963 | 235 | 0.0% | 0.0% | 162 | -2,581 | -24.48% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 7,960 | 234 | 0.01% | 0.0% | 163 | -932 | -10.48% | Q4 2025 | Feb 13, 2026 |
| Atlatl Advisers LLC | History | New | 7,754 | 228 | 0.09% | — | 164 | +7,754 | New | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,723 | 227 | 0.0% | — | 165 | +7,723 | New | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | New | 7,677 | 226 | 0.01% | — | 166 | +7,677 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 7,621 | 224 | 0.0% | — | 167 | +7,621 | New | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 7,594 | 223 | 0.0% | — | 169 | +7,594 | New | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 7,587 | 223 | 0.03% | 0.02% | 168 | +673 | 9.73% | Q4 2025 | Jan 08, 2026 |
| Sepio Capital, LP | History | New | 7,352 | 216 | 0.01% | — | 170 | +7,352 | New | Q4 2025 | Feb 12, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | New | 7,054 | 212 | 0.0% | — | 171 | +7,054 | New | Q4 2025 | Feb 11, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 7,188 | 211 | 0.06% | — | 172 | +7,188 | New | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,058 | 207 | 0.0% | — | 173 | +7,058 | New | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,971 | 205 | 0.01% | — | 174 | +6,971 | New | Q4 2025 | Feb 12, 2026 |
| QVIDTVM Management LLC | History | Reduced | 6,879 | 202 | 0.23% | 0.18% | 175 | -1,697,607 | -99.6% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 4,973 | 146 | 0.08% | — | 176 | +4,973 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,309 | 126 | 0.0% | 0.0% | 177 | -5,151 | -54.45% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 4,148 | 122 | 0.0% | — | 178 | +4,148 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,206 | 95 | 0.0% | 0.0% | 179 | +1,480 | 85.75% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,154 | 92 | 0.03% | 0.06% | 180 | +536 | 20.47% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,027 | 89 | 0.0% | — | 182 | +3,027 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,054 | 89 | 0.0% | 0.0% | 181 | +886 | 40.87% | Q4 2025 | Jan 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,836 | 83 | 0.02% | — | 183 | +2,836 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,621 | 77 | 0.0% | — | 184 | +2,621 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | New | 2,552 | 75 | 0.0% | — | 185 | +2,552 | New | Q4 2025 | Feb 13, 2026 |
| Cromwell Holdings LLC | History | No change | 2,546 | 75 | 0.04% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 2,131 | 62 | 0.0% | 0.0% | 187 | +159 | 8.06% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | Reduced | 2,085 | 61 | 0.01% | 0.01% | 188 | -61 | -2.84% | Q4 2025 | Jan 09, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,004 | 59 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,954 | 57 | 0.0% | 0.0% | 190 | +1,461 | 296.35% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,830 | 53 | 0.0% | 0.0% | 191 | +235 | 14.73% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,400 | 41 | 0.0% | 0.0% | 192 | +32 | 2.34% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,329 | 39 | 0.0% | — | 193 | +1,329 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,339 | 39 | 0.0% | 0.0% | 194 | -91 | -6.36% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,232 | 36 | 0.0% | 0.0% | 195 | +534 | 76.5% | Q4 2025 | Jan 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,152 | 33 | 0.01% | 0.01% | 196 | +791 | 219.11% | Q4 2025 | Mar 03, 2026 |
| SageView Advisory Group, LLC | History | New | 919 | 27 | 0.0% | — | 197 | +919 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 865 | 25 | 0.0% | 0.0% | 198 | +240 | 38.4% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 783 | 23 | 0.0% | 0.0% | 199 | +136 | 21.02% | Q4 2025 | Jan 26, 2026 |
| V-Square Quantitative Management LLC | History | New | 756 | 22 | 0.0% | — | 201 | +756 | New | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 756 | 22 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MASECO LLP | History | New | 700 | 20 | 0.0% | — | 202 | +700 | New | Q4 2025 | Jan 22, 2026 |
| Accent Capital Management, LLC | History | No change | 663 | 19 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Added to | 644 | 18 | 0.0% | 0.0% | 205 | +52 | 8.78% | Q4 2025 | Jan 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 625 | 18 | 0.0% | 0.0% | 204 | +18 | 2.97% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 538 | 15 | 0.0% | 0.0% | 207 | +364 | 209.2% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | No change | 521 | 15 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 457 | 13 | 0.0% | — | 208 | +431 | 1657.69% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 431 | 12 | 0.0% | — | 210 | +431 | New | Q4 2025 | Feb 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 410 | 12 | 0.0% | 0.0% | 209 | +4 | 0.99% | Q4 2025 | Feb 05, 2026 |
| Hurley Capital, LLC | History | No change | 396 | 11 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 349 | 10 | 0.0% | — | 212 | +349 | New | Q4 2025 | Jan 22, 2026 |
| Manchester Capital Management LLC | History | Added to | 315 | 9 | 0.0% | — | 214 | +294 | 1400.0% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 306 | 9 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 273 | 8 | 0.0% | — | 216 | +273 | New | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 299 | 8 | 0.0% | 0.0% | 215 | +107 | 55.73% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 250 | 7 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 221 | 6 | 0.0% | — | 220 | +221 | New | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 211 | 6 | 0.0% | 0.0% | 219 | +29 | 15.93% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 231 | 6 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 205 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 193 | 5 | 0.0% | — | 222 | +193 | New | Q4 2025 | Feb 09, 2026 |
| United Financial Planning Group LLC | History | New | 174 | 5 | 0.0% | — | 224 | +174 | New | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 190 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 168 | 4 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 111 | 3 | 0.0% | 0.0% | 228 | +21 | 23.33% | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | Added to | 128 | 3 | 0.0% | 0.0% | 229 | +10 | 8.47% | Q4 2025 | Jan 08, 2026 |
| Copeland Capital Management, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TSFG, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | New | 95 | 2 | 0.0% | — | 231 | +95 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 81 | 2 | 0.0% | — | 230 | +81 | New | Q4 2025 | Jan 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 73 | 2 | 0.0% | — | 233 | +73 | New | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | New | 66 | 2 | 0.0% | — | 234 | +66 | New | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | Added to | 73 | 2 | 0.0% | — | 236 | +55 | 305.56% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 71 | 2 | 0.0% | 0.0% | 232 | +10 | 16.39% | Q4 2025 | Jan 14, 2026 |
| SWAN Capital LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 52 | 1 | 0.0% | — | 239 | +52 | New | Q4 2025 | Jan 07, 2026 |
| SouthState Bank Corp | History | New | 48 | 1 | 0.0% | — | 237 | +48 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 56 | 1 | 0.0% | — | 240 | +45 | 409.09% | Q4 2025 | Feb 13, 2026 |
| West Financial Advisors, LLC | History | New | 40 | 1 | 0.0% | — | 242 | +40 | New | Q4 2025 | Jan 13, 2026 |
| Ancora Advisors LLC | History | Added to | 42 | 1 | 0.0% | — | 238 | +21 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 41 | 1 | 0.0% | — | 241 | +13 | 46.43% | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 36 | 1 | 0.0% | — | 244 | +10 | 38.46% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Voss Capital, LP | History | Closed out | 0 | 0 | — | 1.37% | — | -1,100,000 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Independent Franchise Partners LLP | History | Closed out | 0 | 0 | — | 0.13% | — | -778,628 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rudius Management LP | History | Closed out | 0 | 0 | — | 2.36% | — | -445,608 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218,931 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Partners LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -200,101 | -100.0% | Q3 2025 | Oct 28, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,438 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Rock Creek Group, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -25,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -21,912 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Foresight Global Investors, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -15,543 | -100.0% | Q3 2025 | Nov 12, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,115 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,279 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Golden State Wealth Management, LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -467 | -94.53% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2025 | Nov 18, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Oct 09, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FIRST HORIZON CORP | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Independence Bank of Kentucky | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 23 | 0 | — | — | — | +22 | 2200.0% | Q4 2025 | Feb 05, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cornerstone Financial Management LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 24, 2026 |
| Root Financial Partners, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 16 | 0 | — | — | — | +8 | 100.0% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| American Capital Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |