RAYONIER INC - RYN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 | Added to | 21,174,792 | 458,434 | 0.01% | 0.01% | 1 | +444,503 | 2.14% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 15,301,328 | 331,273 | 0.01% | 0.01% | 2 | +599,284 | 4.08% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 14,494,525 | 313,806 | 0.03% | — | 3 | +14,494,525 | New | Q4 2025 | Feb 10, 2026 |
| COHEN & STEERS, INC. | History | Added to | 13,548,815 | 293,332 | 0.53% | 0.61% | 4 | +717,021 | 5.59% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 9,988,376 | 216,250 | 0.02% | 0.03% | 5 | -290,405 | -2.83% | Q4 2025 | Feb 17, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Added to | 5,678,941 | 122,949 | 5.48% | 6.09% | 6 | +1,182,216 | 26.29% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 5,647,156 | 122,260 | 0.41% | 0.15% | 7 | +3,947,226 | 232.2% | Q4 2025 | Feb 18, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 5,064,660 | 109,649 | 0.58% | 0.74% | 8 | +222,108 | 4.59% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 4,779,300 | 103,471 | 0.0% | 0.0% | 9 | +226,012 | 4.96% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 4,689,938 | 101,537 | 0.02% | 0.03% | 10 | +467,703 | 11.08% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,492,081 | 75,603 | 0.0% | 0.01% | 11 | -290,261 | -7.67% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 3,462,345 | 74,959 | 0.07% | 0.1% | 12 | -449,350 | -11.49% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,089,936 | 66,909 | 0.0% | 0.0% | 13 | +173,704 | 5.96% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,521,580 | 54,592 | 0.01% | 0.01% | 14 | +197,503 | 8.5% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,380,739 | 51,542 | 0.01% | 0.01% | 15 | +540,832 | 29.39% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,311,392 | 50,041 | 0.03% | 0.04% | 16 | -117,055 | -4.82% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,741,895 | 37,712 | 0.0% | 0.01% | 17 | +132,560 | 8.24% | Q4 2025 | Feb 17, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 1,657,545 | 35,885 | 2.19% | 2.57% | 18 | -33,754 | -2.0% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,648,201 | 35,650 | 0.02% | 0.04% | 19 | -548,808 | -24.98% | Q4 2025 | Feb 17, 2026 |
| CENTRAL SECURITIES CORP | History | Added to | 1,260,130 | 27,281 | 2.19% | 2.63% | 20 | +58,656 | 4.88% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,217,198 | 26,352 | 0.0% | 0.0% | 21 | +179,168 | 17.26% | Q4 2025 | Feb 10, 2026 |
| Impax Asset Management Group plc | History | Reduced | 1,097,153 | 23,753 | 0.15% | 0.18% | 22 | -61,905 | -5.34% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,096,152 | 23,731 | 0.01% | 0.01% | 23 | +189,987 | 20.97% | Q4 2025 | Feb 17, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 961,326 | 20,812 | 0.04% | — | 24 | +961,326 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 939,619 | 20,342 | 0.03% | 0.02% | 25 | +462,669 | 97.01% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 752,614 | 19,416 | 0.02% | 0.03% | 26 | +96,233 | 14.66% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 811,944 | 17,578 | 0.0% | 0.0% | 27 | +38,763 | 5.01% | Q4 2025 | Feb 19, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 786,602 | 17,029 | 0.01% | 0.0% | 28 | +527,278 | 203.33% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 762,980 | 16,518 | 0.06% | 0.11% | 29 | -197,767 | -20.58% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 747,243 | 16,177 | 0.0% | 0.0% | 30 | +613,901 | 460.4% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 670,296 | 14,511 | 0.0% | 0.0% | 31 | +316,971 | 89.71% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 667,480 | 14,450 | 0.0% | 0.0% | 32 | +36,828 | 5.84% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 664,245 | 14,380 | 0.02% | 0.01% | 33 | +360,161 | 118.44% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 594,380 | 12,868 | 0.0% | 0.0% | 34 | +367,571 | 162.06% | Q4 2025 | Mar 25, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 535,482 | 11,593 | 0.01% | 0.02% | 35 | -118,182 | -18.08% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 530,619 | 11,487 | 0.0% | 0.0% | 36 | +270,947 | 104.34% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 518,431 | 11,224 | 0.01% | 0.01% | 37 | -227,414 | -30.49% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 496,024 | 10,738 | 0.0% | 0.0% | 38 | +445,538 | 882.5% | Q4 2025 | Jan 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 493,716 | 10,706 | 0.02% | 0.03% | 39 | -124,269 | -20.11% | Q4 2025 | Jan 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 478,661 | 10,363 | 0.0% | 0.0% | 40 | +97,987 | 25.74% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 437,417 | 9,470 | 0.01% | 0.01% | 41 | +11,132 | 2.61% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 405,131 | 8,771 | 0.0% | 0.0% | 42 | +90,026 | 28.57% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 404,879 | 8,765 | 0.01% | — | 43 | +404,879 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 373,777 | 8,116 | 0.01% | — | 44 | +373,777 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 366,241 | 7,929 | 0.0% | 0.01% | 45 | +22,206 | 6.45% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 353,138 | 7,645 | 0.0% | 0.0% | 46 | +42,766 | 13.78% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 332,419 | 7,196 | 0.1% | 0.13% | 47 | +16,143 | 5.1% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 319,917 | 6,926 | 0.0% | 0.0% | 48 | +4,233 | 1.34% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 308,570 | 6,680 | 0.01% | 0.01% | 49 | +150,046 | 94.65% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 305,766 | 6,619 | 0.05% | — | 50 | +305,766 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 302,634 | 6,552 | 0.0% | 0.0% | 51 | +15,758 | 5.49% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 299,439 | 6,482 | 0.13% | 0.29% | 52 | -239,260 | -44.41% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 298,837 | 6,469 | 0.02% | 0.03% | 53 | -23,807 | -7.38% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 280,681 | 6,076 | 0.02% | 0.04% | 54 | -181,402 | -39.26% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 279,742 | 6,056 | 0.0% | — | 55 | +279,742 | New | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 238,509 | 5,163 | 0.01% | 0.01% | 56 | +20,459 | 9.38% | Q4 2025 | Jan 23, 2026 |
| Concentric Capital Strategies, LP | History | Reduced | 227,288 | 4,920 | 0.24% | 1.2% | 57 | -787,556 | -77.6% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 217,697 | 4,704 | 0.0% | 0.01% | 58 | -16,240 | -6.94% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 214,227 | 4,638 | 0.01% | 0.01% | 59 | +97,527 | 83.57% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 197,736 | 4,281 | 0.01% | 0.01% | 60 | +31,963 | 19.28% | Q4 2025 | Jan 30, 2026 |
| Tidal Investments LLC | History | Added to | 194,830 | 4,218 | 0.01% | 0.01% | 61 | +81,415 | 71.79% | Q4 2025 | Feb 13, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Reduced | 188,340 | 4,077 | 0.74% | 1.1% | 62 | -29,712 | -13.63% | Q4 2025 | Feb 12, 2026 |
| Retirement Systems of Alabama | History | Added to | 178,210 | 3,858 | 0.01% | 0.02% | 63 | +6,733 | 3.93% | Q4 2025 | Jan 15, 2026 |
| Oakum Bay Capital LLC | History | New | 159,978 | 3,463 | 1.69% | — | 64 | +159,978 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 159,339 | 3,449 | 0.0% | 0.0% | 65 | +23,916 | 17.66% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 158,452 | 3,430 | 0.01% | 0.01% | 66 | -297 | -0.19% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 153,118 | 3,315 | 0.07% | — | 67 | +153,118 | New | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | New | 150,438 | 3,256 | 0.09% | — | 68 | +150,438 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 150,366 | 3,255 | 0.0% | 0.0% | 69 | +9,640 | 6.85% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 140,865 | 3,049 | 0.0% | 0.0% | 70 | +7,763 | 5.83% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 139,706 | 3,024 | 0.0% | 0.0% | 71 | +53,087 | 61.29% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 134,508 | 2,912 | 0.0% | 0.0% | 72 | -52,735 | -28.16% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 130,803 | 2,831 | 0.08% | 0.05% | 73 | +63,918 | 95.56% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 128,231 | 2,776 | 0.08% | 0.0% | 74 | +124,756 | 3590.1% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 128,049 | 2,772 | 0.0% | 0.0% | 75 | +22,156 | 20.92% | Q4 2025 | Feb 18, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 115,630 | 2,503 | 0.25% | 0.31% | 76 | -1,762 | -1.5% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 115,295 | 2,496 | 0.01% | 0.03% | 77 | -81,823 | -41.51% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 113,768 | 2,463 | 0.01% | 0.01% | 78 | +19,247 | 20.36% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 113,172 | 2,450 | 0.01% | 0.01% | 79 | -29,473 | -20.66% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 106,178 | 2,298 | 0.01% | 0.01% | 80 | +26,273 | 32.88% | Q4 2025 | Jan 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 106,062 | 2,296 | 0.0% | 0.0% | 81 | +22,256 | 26.56% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 102,936 | 2,228 | 0.01% | 0.02% | 82 | +2,218 | 2.2% | Q4 2025 | Feb 03, 2026 |
| Convergence Investment Partners, LLC | History | Added to | 100,900 | 2,184 | 0.43% | 0.1% | 83 | +83,915 | 494.05% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 99,545 | 2,155 | 0.0% | 0.0% | 84 | -2,517 | -2.47% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 93,427 | 2,022 | 0.01% | 0.01% | 85 | -85,269 | -47.72% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 93,343 | 2,019 | 0.02% | 0.02% | 86 | +2,041 | 2.24% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 89,978 | 1,948 | 0.0% | 0.0% | 87 | +46,017 | 104.68% | Q4 2025 | Feb 10, 2026 |
| Fieldview Capital Management, LLC | History | New | 89,419 | 1,935 | 0.33% | — | 88 | +89,419 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 86,045 | 1,862 | 0.0% | 0.01% | 89 | -30,946 | -26.45% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 85,071 | 1,841 | 0.05% | 0.03% | 90 | +60,760 | 249.93% | Q4 2025 | Feb 17, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 84,135 | 1,821 | 1.7% | — | 91 | +84,135 | New | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 79,288 | 1,803 | 0.01% | 0.01% | 92 | +378 | 0.48% | Q4 2025 | Feb 18, 2026 |
| BFSG, LLC | History | Added to | 78,219 | 1,693 | 0.16% | 0.2% | 93 | +492 | 0.63% | Q4 2025 | Jan 22, 2026 |
| Verition Fund Management LLC | History | Reduced | 75,144 | 1,626 | 0.01% | 0.02% | 94 | -123,379 | -62.15% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 74,940 | 1,622 | 0.0% | 0.0% | 95 | +15,663 | 26.42% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 74,083 | 1,604 | 0.0% | 0.01% | 96 | -22,274 | -23.12% | Q4 2025 | Jan 26, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 73,709 | 1,595 | 0.0% | 0.0% | 97 | -57,759 | -43.93% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 72,730 | 1,574 | 0.01% | 0.01% | 98 | -382 | -0.52% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 72,661 | 1,573 | 0.0% | 0.0% | 99 | +23,394 | 47.48% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 69,455 | 1,504 | 0.01% | 0.01% | 100 | +4,054 | 6.2% | Q4 2025 | Feb 05, 2026 |
| Engineers Gate Manager LP | History | Reduced | 68,756 | 1,488 | 0.02% | 0.03% | 101 | -27,485 | -28.56% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 68,049 | 1,473 | 0.0% | 0.0% | 102 | +32,690 | 92.45% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 67,919 | 1,470 | 0.01% | 0.01% | 103 | +340 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 67,694 | 1,465 | 0.01% | 0.01% | 104 | +27,740 | 69.43% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 66,822 | 1,446 | 0.02% | 0.03% | 105 | +6,177 | 10.19% | Q4 2025 | Feb 12, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 66,719 | 1,444 | 0.0% | 0.01% | 106 | -2,889 | -4.15% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 65,561 | 1,419 | 0.0% | 0.0% | 107 | +2,871 | 4.58% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,256 | 1,412 | 0.0% | 0.0% | 108 | +3,686 | 5.99% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 64,335 | 1,392 | 0.01% | 0.01% | 109 | +3,076 | 5.02% | Q4 2025 | Feb 12, 2026 |
| Old Port Advisors | History | Reduced | 63,815 | 1,381 | 0.34% | 0.45% | 110 | -3,672 | -5.44% | Q4 2025 | Jan 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 61,799 | 1,337 | 0.01% | 0.02% | 111 | -3,700 | -5.65% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 59,418 | 1,286 | 0.0% | 0.0% | 112 | +5,478 | 10.16% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 58,629 | 1,269 | 0.01% | 0.01% | 113 | -39,874 | -40.48% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 58,434 | 1,265 | 0.02% | 0.03% | 114 | -3,627 | -5.84% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 57,526 | 1,245 | 0.0% | 0.0% | 115 | -17,411 | -23.23% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 54,096 | 1,171 | 0.01% | 0.01% | 116 | +2,517 | 4.88% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 52,619 | 1,139 | 0.0% | 0.01% | 117 | -3,245 | -5.81% | Q4 2025 | Jan 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 52,089 | 1,127 | 0.0% | 0.0% | 118 | +12,386 | 31.2% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 46,297 | 1,124 | 0.01% | 0.01% | 119 | +1,571 | 3.51% | Q4 2025 | Jan 21, 2026 |
| Oak Thistle LLC | History | New | 51,347 | 1,111 | 0.15% | — | 120 | +51,347 | New | Q4 2025 | Jan 21, 2026 |
| Handelsbanken Fonder AB | History | Added to | 50,716 | 1,098 | 0.0% | 0.0% | 121 | +17,521 | 52.78% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 50,579 | 1,095 | 0.0% | 0.0% | 122 | -191 | -0.38% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 47,353 | 1,025 | 0.01% | 0.01% | 123 | +2,873 | 6.46% | Q4 2025 | Jan 27, 2026 |
| Kestra Investment Management, LLC | History | Added to | 47,058 | 1,018 | 0.02% | 0.02% | 124 | +23,830 | 102.59% | Q4 2025 | Feb 09, 2026 |
| Arizona State Retirement System | History | Added to | 44,685 | 967 | 0.01% | 0.01% | 125 | +894 | 2.04% | Q4 2025 | Jan 28, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | History | Added to | 43,732 | 946 | 0.29% | 0.27% | 126 | +1,917 | 4.58% | Q4 2025 | Feb 12, 2026 |
| Sankala Group LLC | History | New | 43,214 | 928 | 0.74% | — | 127 | +43,214 | New | Q4 2025 | Mar 02, 2026 |
| EntryPoint Capital, LLC | History | Added to | 42,822 | 927 | 0.36% | 0.31% | 128 | +13,069 | 43.92% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 42,738 | 925 | 0.64% | 0.93% | 129 | -6,947 | -13.98% | Q4 2025 | Jan 22, 2026 |
| Investors Research Corp | History | Added to | 42,237 | 914 | 0.17% | 0.2% | 130 | +1,508 | 3.7% | Q4 2025 | Jan 06, 2026 |
| L2 Asset Management, LLC | History | Added to | 41,897 | 907 | 0.12% | 0.07% | 131 | +23,844 | 132.08% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 41,551 | 899 | 0.02% | 0.01% | 132 | +9,456 | 29.46% | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | New | 41,075 | 889 | 0.71% | — | 134 | +41,075 | New | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 41,100 | 889 | 0.02% | 0.02% | 133 | +1,600 | 4.05% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | New | 40,475 | 876 | 0.0% | — | 135 | +40,475 | New | Q4 2025 | Jan 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 40,000 | 866 | 0.0% | — | 136 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 39,210 | 848 | 0.0% | 0.0% | 137 | +5,304 | 15.64% | Q4 2025 | Feb 11, 2026 |
| SCHULHOFF & CO INC | History | Added to | 37,717 | 816 | 0.34% | 0.41% | 138 | +1,654 | 4.59% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Reduced | 37,314 | 807 | 0.01% | 0.02% | 139 | -34,452 | -48.01% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 37,158 | 804 | 0.0% | 0.0% | 140 | +758 | 2.08% | Q4 2025 | Feb 10, 2026 |
| Bollard Group LLC | History | Added to | 37,042 | 802 | 0.02% | 0.02% | 141 | +823 | 2.27% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 36,765 | 795 | 0.0% | 0.0% | 142 | +2,950 | 8.72% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 35,438 | 767 | 0.0% | 0.0% | 143 | -1,469 | -3.98% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 34,387 | 750 | 0.0% | 0.0% | 145 | -12,105 | -26.04% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 34,658 | 750 | 0.0% | 0.0% | 144 | -3,086 | -8.18% | Q4 2025 | Feb 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 34,586 | 748 | 0.01% | 0.01% | 146 | +4,406 | 14.6% | Q4 2025 | Jan 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 34,167 | 739 | 0.0% | 0.0% | 147 | +3,314 | 10.74% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 33,727 | 730 | 0.01% | 0.0% | 148 | +25,260 | 298.33% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 33,437 | 724 | 0.0% | 0.0% | 149 | +853 | 2.62% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 33,418 | 723 | 0.02% | 0.01% | 150 | +19,613 | 142.07% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 33,221 | 719 | 0.01% | 0.01% | 151 | +1,608 | 5.09% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Added to | 33,082 | 716 | 0.02% | 0.03% | 152 | +1,450 | 4.58% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 31,365 | 679 | 0.0% | 0.0% | 153 | +2,615 | 9.1% | Q4 2025 | Feb 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 30,937 | 669 | 0.48% | 0.47% | 154 | +10,497 | 51.36% | Q4 2025 | Jan 26, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 30,229 | 654 | 0.0% | 0.0% | 155 | -9,424 | -23.77% | Q4 2025 | Jan 28, 2026 |
| Entropy Technologies, LP | History | New | 29,882 | 646 | 0.04% | — | 156 | +29,882 | New | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 29,830 | 645 | 0.03% | 0.03% | 157 | +596 | 2.04% | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 29,657 | 642 | 0.01% | 0.01% | 158 | +1,089 | 3.81% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 29,496 | 638 | 0.02% | 0.02% | 159 | +1,151 | 4.06% | Q4 2025 | Feb 09, 2026 |
| Foresight Group Ltd Liability Partnership | History | Added to | 29,048 | 631 | 0.09% | 0.11% | 160 | +1,352 | 4.88% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | New | 28,700 | 621 | 0.01% | — | 161 | +28,700 | New | Q4 2025 | Feb 02, 2026 |
| Krilogy Financial LLC | History | New | 25,174 | 589 | 0.02% | — | 163 | +25,174 | New | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 27,213 | 589 | 0.02% | 0.02% | 162 | +627 | 2.36% | Q4 2025 | Feb 11, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 26,878 | 581 | 0.12% | 0.14% | 164 | -1,720 | -6.01% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | New | 26,765 | 579 | 0.0% | — | 165 | +26,765 | New | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | Added to | 25,757 | 557 | 0.14% | 0.15% | 166 | +7,146 | 38.4% | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 25,184 | 545 | 0.03% | 0.04% | 167 | +1,104 | 4.58% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,719 | 535 | 0.0% | 0.0% | 168 | +420 | 1.73% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 24,710 | 534 | 0.01% | 0.01% | 169 | -3,005 | -10.84% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 24,648 | 533 | 0.01% | 0.0% | 170 | +15,076 | 157.5% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,638 | 490 | 0.0% | 0.01% | 171 | +33 | 0.15% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 22,378 | 484 | 0.0% | 0.0% | 172 | +5,343 | 31.36% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Added to | 21,591 | 467 | 0.04% | 0.04% | 173 | +4,533 | 26.57% | Q4 2025 | Feb 17, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | Added to | 21,513 | 465 | 0.17% | 0.19% | 174 | +1,029 | 5.02% | Q4 2025 | Jan 16, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 20,957 | 453 | 0.02% | 0.02% | 175 | +877 | 4.37% | Q4 2025 | Feb 09, 2026 |
| Aegis Wealth Management LLC | History | Added to | 18,878 | 408 | 0.23% | 0.26% | 176 | +878 | 4.88% | Q4 2025 | Jan 14, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 18,219 | 394 | 0.0% | 0.0% | 177 | -15,696 | -46.28% | Q4 2025 | Feb 24, 2026 |
| GABELLI FUNDS LLC | History | New | 18,051 | 390 | 0.0% | — | 178 | +18,051 | New | Q4 2025 | Feb 05, 2026 |
| XPONANCE LLC | History | Reduced | 18,002 | 389 | 0.0% | 0.0% | 179 | -1,934 | -9.7% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,745 | 384 | 0.0% | 0.0% | 180 | -1,024 | -5.46% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,664 | 360 | 0.0% | 0.0% | 181 | -55,140 | -76.79% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Added to | 16,509 | 357 | 0.0% | 0.0% | 182 | +724 | 4.59% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 16,486 | 356 | 0.01% | — | 183 | +16,486 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,311 | 353 | 0.0% | 0.0% | 184 | -4,820 | -22.81% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,891 | 344 | 0.0% | 0.0% | 185 | -4,337 | -21.44% | Q4 2025 | Feb 10, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 15,773 | 341 | 0.0% | 0.01% | 186 | -4,586 | -22.53% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,721 | 340 | 0.0% | 0.0% | 187 | +9,840 | 167.32% | Q4 2025 | Mar 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 15,641 | 338 | 0.0% | 0.0% | 188 | +656 | 4.38% | Q4 2025 | Jan 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 15,291 | 331 | 0.0% | — | 189 | +15,291 | New | Q4 2025 | Feb 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 14,955 | 323 | 0.0% | 0.0% | 190 | -36,005 | -70.65% | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 14,775 | 319 | 0.0% | — | 191 | +14,775 | New | Q4 2025 | Feb 09, 2026 |
| IMC-Chicago, LLC | History | New | 14,709 | 318 | 0.0% | — | 194 | +14,709 | New | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 14,690 | 318 | 0.04% | — | 193 | +14,690 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 14,728 | 318 | 0.0% | 0.0% | 192 | +738 | 5.28% | Q4 2025 | Feb 02, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 14,594 | 315 | 0.07% | 0.09% | 195 | +637 | 4.56% | Q4 2025 | Jan 23, 2026 |
| Painted Porch Advisors LLC | History | New | 14,421 | 312 | 0.13% | — | 196 | +14,421 | New | Q4 2025 | Mar 19, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 14,354 | 311 | 0.03% | — | 197 | +14,354 | New | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | Reduced | 13,660 | 295 | 0.22% | 0.32% | 198 | -11,737 | -46.21% | Q4 2025 | Jan 27, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 13,526 | 292 | 0.04% | 0.05% | 199 | +346 | 2.63% | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | New | 13,445 | 291 | 0.01% | — | 200 | +13,445 | New | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 13,381 | 289 | 0.0% | — | 201 | +13,381 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 13,291 | 287 | 0.0% | 0.0% | 202 | +2,757 | 26.17% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,192 | 285 | 0.0% | 0.0% | 203 | -180,745 | -93.2% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | New | 13,021 | 282 | 0.0% | — | 204 | +13,021 | New | Q4 2025 | Mar 09, 2026 |
| Lynx Investment Advisory | History | Added to | 13,032 | 282 | 0.15% | 0.12% | 205 | +5,471 | 72.36% | Q4 2025 | Feb 05, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 12,942 | 280 | 0.03% | 0.04% | 206 | +469 | 3.76% | Q4 2025 | Jan 21, 2026 |
| Penserra Capital Management LLC | History | Added to | 12,361 | 267 | 0.0% | 0.0% | 207 | +1,978 | 19.05% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | New | 11,523 | 253 | 0.0% | — | 208 | +11,523 | New | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,647 | 252 | 0.0% | 0.0% | 209 | -13,699 | -54.05% | Q4 2025 | Jan 09, 2026 |
| Freestone Grove Partners LP | History | New | 11,541 | 249 | 0.0% | — | 210 | +11,541 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 11,402 | 246 | 0.0% | 0.0% | 211 | -16,584 | -59.26% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 11,191 | 242 | 0.0% | 0.0% | 212 | +816 | 7.87% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,164 | 241 | 0.0% | 0.0% | 213 | +1,210 | 12.16% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Added to | 10,967 | 237 | 0.02% | 0.02% | 214 | +1,561 | 16.6% | Q4 2025 | Jan 23, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 10,821 | 234 | 0.01% | 0.01% | 215 | +215 | 2.03% | Q4 2025 | Feb 04, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 10,769 | 233 | 0.0% | 0.0% | 216 | +2,750 | 34.29% | Q4 2025 | Feb 13, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 10,802 | 233 | 0.01% | 0.02% | 217 | +502 | 4.87% | Q4 2025 | Feb 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 10,723 | 232 | 0.04% | 0.15% | 218 | -25,040 | -70.02% | Q4 2025 | Feb 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 10,570 | 228 | 0.0% | — | 219 | +10,570 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,074 | 218 | 0.02% | 0.01% | 220 | +5,478 | 119.19% | Q4 2025 | Jan 20, 2026 |
| Sagewood Asset Management LP | History | New | 9,941 | 215 | 0.08% | — | 221 | +9,941 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,908 | 214 | 0.0% | — | 222 | +9,908 | New | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,635 | 208 | 0.0% | 0.0% | 223 | -2,114 | -17.99% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 9,412 | 203 | 0.02% | 0.03% | 224 | +1,259 | 15.44% | Q4 2025 | Jan 22, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 9,353 | 202 | 0.01% | 0.05% | 225 | -21,676 | -69.86% | Q4 2025 | Feb 13, 2026 |
| BLACKHILL CAPITAL INC | History | Added to | 9,093 | 196 | 0.01% | 0.01% | 226 | +423 | 4.88% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,821 | 190 | 0.0% | — | 227 | +8,821 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 8,413 | 182 | 0.1% | 0.08% | 228 | +3,202 | 61.45% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 7,931 | 172 | 0.0% | 0.0% | 229 | +6,213 | 361.64% | Q4 2025 | Feb 13, 2026 |
| Virtus Investment Advisers, LLC | History | New | 7,580 | 164 | 0.04% | — | 230 | +7,580 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 7,535 | 163 | 0.0% | 0.0% | 231 | +293 | 4.05% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 7,303 | 158 | 0.0% | 0.0% | 232 | +925 | 14.5% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,825 | 147 | 0.0% | 0.0% | 233 | -170 | -2.43% | Q4 2025 | Jan 30, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 6,777 | 146 | 0.01% | — | 234 | +6,777 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,684 | 123 | 0.0% | 0.01% | 235 | -1,872 | -24.78% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,369 | 116 | 0.01% | — | 236 | +5,369 | New | Q4 2025 | Feb 03, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 5,301 | 114 | 0.02% | 0.02% | 237 | +232 | 4.58% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 5,195 | 112 | 0.01% | 0.03% | 238 | -9,869 | -65.51% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | Added to | 4,383 | 95 | 0.0% | 0.0% | 239 | +192 | 4.58% | Q4 2025 | Jan 26, 2026 |
| Quantbot Technologies LP | History | New | 4,034 | 87 | 0.0% | — | 240 | +4,034 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 3,865 | 83 | 0.0% | 0.0% | 241 | +1,690 | 77.7% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,870 | 83 | 0.0% | 0.0% | 242 | +1,395 | 56.36% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Added to | 3,814 | 82 | 0.0% | 0.0% | 243 | +112 | 3.03% | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 3,712 | 80 | 0.0% | 0.0% | 244 | +160 | 4.5% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 3,611 | 78 | 0.0% | 0.0% | 245 | -3,526 | -49.4% | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 3,630 | 78 | 0.03% | 0.04% | 246 | +159 | 4.58% | Q4 2025 | Jan 13, 2026 |
| Blue Trust, Inc. | History | Added to | 3,585 | 77 | 0.0% | 0.0% | 247 | +1,672 | 87.4% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 3,435 | 74 | 0.01% | 0.01% | 248 | -695 | -16.83% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | Added to | 3,436 | 74 | 0.01% | 0.01% | 249 | +150 | 4.56% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,354 | 72 | 0.0% | 0.0% | 250 | -802 | -19.3% | Q4 2025 | Feb 18, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 3,041 | 65 | 0.0% | 0.0% | 251 | -503 | -14.19% | Q4 2025 | Jan 29, 2026 |
| Quarry LP | History | Added to | 3,012 | 65 | 0.01% | 0.01% | 252 | +498 | 19.81% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,286 | 49 | 0.0% | 0.0% | 253 | -117 | -4.87% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,172 | 47 | 0.0% | 0.0% | 254 | -1,171 | -35.03% | Q4 2025 | Feb 09, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,014 | 43 | 0.0% | 0.0% | 255 | +93 | 4.84% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 1,909 | 41 | 0.0% | — | 256 | +1,909 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,859 | 40 | 0.0% | 0.0% | 257 | -131 | -6.58% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 1,834 | 39 | 0.0% | 0.0% | 258 | +81 | 4.62% | Q4 2025 | Feb 02, 2026 |
| Caldwell Trust Co | History | Added to | 1,829 | 39 | 0.0% | 0.0% | 259 | +80 | 4.57% | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,760 | 38 | 0.0% | 0.01% | 260 | -1,990 | -53.07% | Q4 2025 | Feb 10, 2026 |
| Hartford Financial Management Inc. | History | Added to | 1,732 | 37 | 0.01% | 0.01% | 261 | +575 | 49.7% | Q4 2025 | Jan 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 1,634 | 35 | 0.01% | 0.02% | 262 | -905 | -35.64% | Q4 2025 | Jan 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,566 | 34 | 0.0% | — | 264 | +1,566 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,581 | 34 | 0.0% | 0.0% | 263 | +627 | 65.72% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,570 | 33 | 0.0% | 0.0% | 265 | +70 | 4.67% | Q4 2025 | Jan 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,473 | 31 | 0.0% | 0.0% | 266 | +63 | 4.47% | Q4 2025 | Feb 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 1,364 | 29 | 0.01% | 0.16% | 268 | -10,559 | -88.56% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,353 | 29 | 0.0% | 0.01% | 267 | -9,186 | -87.16% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,310 | 28 | 0.0% | 0.0% | 269 | +57 | 4.55% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,283 | 27 | 0.0% | 0.0% | 270 | +1,074 | 513.88% | Q4 2025 | Jan 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,230 | 26 | 0.01% | 0.01% | 271 | +626 | 103.64% | Q4 2025 | Mar 03, 2026 |
| ESL Trust Services, LLC | History | Added to | 1,031 | 22 | 0.0% | 0.01% | 272 | +47 | 4.78% | Q4 2025 | Feb 10, 2026 |
| DV Trading LLC | History | New | 1,000 | 21 | 0.0% | — | 273 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 987 | 21 | 0.01% | 0.02% | 274 | +45 | 4.78% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 955 | 20 | 0.0% | 0.0% | 276 | -741 | -43.69% | Q4 2025 | Jan 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 961 | 20 | 0.0% | 0.0% | 275 | +80 | 9.08% | Q4 2025 | Feb 09, 2026 |
| Miller Capital Partners, Inc. | History | New | 909 | 19 | 0.01% | — | 277 | +909 | New | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | Added to | 790 | 17 | 0.0% | 0.0% | 281 | +592 | 298.99% | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 801 | 17 | 0.0% | 0.0% | 278 | -284 | -26.18% | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 831 | 17 | 0.0% | 0.0% | 279 | +77 | 10.21% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | Added to | 817 | 17 | 0.0% | 0.0% | 280 | +35 | 4.48% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Reduced | 736 | 15 | 0.0% | 0.01% | 282 | -62,142 | -98.83% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 727 | 15 | 0.0% | 0.0% | 283 | -28 | -3.71% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 655 | 14 | 0.0% | 0.0% | 284 | +29 | 4.63% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 562 | 12 | 0.0% | 0.0% | 285 | -689 | -55.08% | Q4 2025 | Feb 09, 2026 |
| Plato Investment Management Ltd | History | New | 576 | 12 | 0.0% | — | 286 | +576 | New | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | Added to | 524 | 11 | 0.0% | — | 289 | +520 | 13000.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 524 | 11 | 0.0% | 0.0% | 287 | -94 | -15.21% | Q4 2025 | Feb 06, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 511 | 11 | 0.0% | 0.0% | 288 | +22 | 4.5% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 449 | 10 | 0.0% | 0.0% | 290 | -266 | -37.2% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Advisors | History | Added to | 463 | 10 | 0.0% | 0.0% | 291 | +38 | 8.94% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 495 | 10 | 0.0% | 0.0% | 292 | +23 | 4.87% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 441 | 9 | 0.0% | 0.03% | 293 | -81,445 | -99.46% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 398 | 8 | 0.0% | 0.0% | 296 | +265 | 199.25% | Q4 2025 | Jan 14, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 396 | 8 | 0.0% | 0.0% | 294 | +17 | 4.49% | Q4 2025 | Jan 28, 2026 |
| Anchor Investment Management, LLC | History | Added to | 374 | 8 | 0.0% | 0.0% | 295 | +17 | 4.76% | Q4 2025 | Feb 26, 2026 |
| Kentucky Trust Co | History | Added to | 411 | 8 | 0.0% | 0.01% | 297 | +17 | 4.31% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 358 | 7 | 0.0% | 0.0% | 299 | -1,645 | -82.13% | Q4 2025 | Feb 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 330 | 7 | 0.0% | — | 298 | +330 | New | Q4 2025 | Jan 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 306 | 7 | 0.0% | 0.0% | 300 | +277 | 955.17% | Q4 2025 | Jan 21, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 327 | 7 | 0.0% | 0.0% | 302 | +15 | 4.81% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 305 | 7 | 0.0% | 0.0% | 301 | +14 | 4.81% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 294 | 6 | 0.0% | 0.0% | 304 | -2,157 | -88.0% | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 282 | 6 | 0.0% | — | 306 | +282 | New | Q4 2025 | Jan 15, 2026 |
| Byrne Asset Management LLC | History | Added to | 314 | 6 | 0.0% | 0.0% | 305 | +14 | 4.67% | Q4 2025 | Jan 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 283 | 6 | 0.0% | 0.0% | 303 | +12 | 4.43% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Reduced | 275 | 5 | 0.0% | 0.01% | 309 | -876 | -76.11% | Q4 2025 | Jan 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 259 | 5 | 0.0% | — | 311 | +259 | New | Q4 2025 | Feb 19, 2026 |
| Clearstead Trust, LLC | History | Added to | 267 | 5 | 0.0% | 0.0% | 308 | +18 | 7.23% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 264 | 5 | 0.0% | 0.0% | 307 | +10 | 3.94% | Q4 2025 | Feb 09, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 235 | 5 | 0.0% | 0.0% | 310 | +10 | 4.44% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | New | 204 | 4 | 0.0% | — | 315 | +204 | New | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 186 | 4 | 0.0% | 0.0% | 313 | -173 | -48.19% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 191 | 4 | 0.0% | 0.0% | 312 | -34 | -15.11% | Q4 2025 | Jan 30, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 220 | 4 | 0.0% | 0.0% | 314 | +10 | 4.76% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 143 | 3 | 0.0% | — | 316 | +120 | 521.74% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 180 | 3 | 0.0% | 0.0% | 317 | +50 | 38.46% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 158 | 3 | 0.0% | 0.0% | 318 | +11 | 7.48% | Q4 2025 | Jan 21, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 94 | 2 | 0.0% | 0.02% | 323 | -1,996 | -95.5% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 95 | 2 | 0.0% | 0.0% | 321 | -137 | -59.05% | Q4 2025 | Jan 20, 2026 |
| Meramec Financial Planners, LLC | History | New | 124 | 2 | 0.0% | — | 326 | +124 | New | Q4 2025 | Feb 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 111 | 2 | 0.0% | — | 325 | +111 | New | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Advisors | History | New | 98 | 2 | 0.0% | — | 322 | +98 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 97 | 2 | 0.0% | 0.0% | 324 | +38 | 64.41% | Q4 2025 | Jan 23, 2026 |
| DANSKE BANK A/S | History | Added to | 112 | 2 | 0.0% | 0.0% | 319 | +7 | 6.67% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 116 | 2 | 0.0% | 0.0% | 320 | +4 | 3.57% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | Added to | 48 | 1 | 0.0% | 0.0% | 327 | +2 | 4.35% | Q4 2025 | Jan 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 62 | 1 | 0.0% | 0.0% | 328 | +2 | 3.33% | Q4 2025 | Mar 12, 2026 |
| Addison Advisors LLC | History | Added to | 64 | 1 | 0.0% | 0.0% | 329 | +2 | 3.23% | Q4 2025 | Feb 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -657,361 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -477,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRETRAIL INVESTMENTS PTY LTD | History | Closed out | 0 | 0 | — | 1.57% | — | -238,735 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -60,385 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.46% | — | -49,744 | -100.0% | Q3 2025 | Feb 17, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -49,618 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,921 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -45,483 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -43,490 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,927 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,007 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,068 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,643 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 1.39% | — | -27,000 | -100.0% | Q3 2025 | Dec 03, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -26,915 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -23,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,982 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.18% | — | -19,942 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -18,402 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,360 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -16,355 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -16,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Drucker Wealth 3.0, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -15,903 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,593 | -100.0% | Q3 2025 | Mar 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -14,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,549 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,297 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -13,116 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -12,505 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,931 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -10,509 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,477 | -100.0% | Q3 2025 | Oct 01, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,368 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,980 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,839 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DoubleLine ETF Adviser LP | History | Closed out | 0 | 0 | — | 0.07% | — | -8,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Xcel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,728 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,432 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Cullen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,262 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Utah Retirement Systems | History | Closed out | 0 | 0 | — | 0.0% | — | -8,261 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,989 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Southeast Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,685 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,553 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,701 | -100.0% | Q3 2025 | Feb 03, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -4,084 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,247 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Smartleaf Asset Management LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -320 | -90.14% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sound Income Strategies, LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -197 | -86.03% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -98 | -79.67% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -64 | -95.52% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -63 | -98.44% | Q4 2025 | Jan 29, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crewe Advisors LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Jan 16, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 22 | 0 | — | 0.0% | — | -34 | -60.71% | Q4 2025 | Jan 22, 2026 |
| Bare Financial Services, Inc | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 21 | 0 | — | 0.0% | — | -25 | -54.35% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 24, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 2 | 0 | — | — | — | -20 | -90.91% | Q4 2025 | Feb 20, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SouthState Bank Corp | History | Reduced | 21 | 0 | — | — | — | -15 | -41.67% | Q4 2025 | Feb 11, 2026 |
| Cromwell Holdings LLC | History | Added to | 27 | 0 | — | — | — | +14 | 107.69% | Q4 2025 | Jan 20, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 18 | 0 | — | — | — | -11 | -37.93% | Q4 2025 | Jan 07, 2026 |
| Dunhill Financial, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 08, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 07, 2026 |
| Elyxium Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Clean Yield Group | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 26 | 0 | — | — | — | +1 | 4.0% | Q4 2025 | Jan 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Boreal Capital Management LLC | History | Added to | 26 | 0 | — | — | — | +1 | 4.0% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |