SentinelOne, Inc. - S
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | 36,532,555 | 547,988 | 0.01% | 0.01% | 1 | +520,142 | 1.44% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 20,788,742 | 311,831 | 0.01% | 0.01% | 2 | -56,056 | -0.27% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,146,797 | 197,201 | 0.14% | 0.12% | 3 | +3,624,707 | 38.07% | Q4 2025 | Feb 13, 2026 |
| Redpoint Management, LLC | History | No change | 8,734,063 | 131,010 | 96.27% | 92.5% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 8,551,878 | 128,278 | 0.03% | 0.03% | 5 | +346,014 | 4.22% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,212,127 | 123,181 | 0.06% | 0.05% | 6 | +3,965,519 | 93.38% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 7,749,446 | 116,241 | 2.46% | 0.15% | 7 | +7,423,177 | 2275.17% | Q4 2025 | Jan 28, 2026 |
| Topline Capital Management, LLC | History | New | 7,612,982 | 114,194 | 10.33% | — | 8 | +7,612,982 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,506,663 | 97,599 | 0.01% | 0.01% | 9 | +2,249,710 | 52.85% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,147,916 | 92,218 | 0.09% | 0.12% | 10 | -792,711 | -11.42% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 5,901,667 | 88,525 | 0.01% | 0.01% | 11 | +2,633,943 | 80.6% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 5,709,330 | 85,639 | 0.0% | 0.0% | 12 | +110,834 | 1.98% | Q4 2025 | Feb 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 5,622,219 | 84,333 | 1.0% | 0.66% | 13 | +3,111,019 | 123.89% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,574,144 | 83,629 | 0.01% | 0.01% | 14 | +226,173 | 4.23% | Q4 2025 | Feb 09, 2026 |
| Anchorage Capital Group, L.L.C. | History | No change | 4,937,053 | 74,055 | 83.61% | 74.05% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 4,858,267 | 72,874 | 0.87% | 0.83% | 16 | +931,572 | 23.72% | Q4 2025 | Feb 12, 2026 |
| SYLEBRA CAPITAL LLC | History | Reduced | 4,272,261 | 64,083 | 5.56% | 6.43% | 17 | -2,343,012 | -35.42% | Q4 2025 | Feb 18, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,130,837 | 61,969 | 0.01% | 0.01% | 18 | +250,201 | 6.45% | Q4 2025 | Feb 12, 2026 |
| Swedbank AB | History | Added to | 3,809,314 | 57,139 | 0.06% | 0.06% | 19 | +280,587 | 7.95% | Q4 2025 | Feb 09, 2026 |
| NORGES BANK | History | New | 3,651,304 | 54,769 | 0.01% | — | 20 | +3,651,304 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,436,618 | 51,549 | 0.01% | 0.01% | 21 | +293,969 | 9.35% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,362,472 | 50,437 | 0.0% | 0.0% | 22 | +1,575,395 | 88.15% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 3,248,828 | 48,732 | 0.05% | — | 23 | +3,248,828 | New | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | New | 3,197,385 | 47,960 | 1.26% | — | 24 | +3,197,385 | New | Q4 2025 | Feb 17, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 3,164,468 | 47,467 | 0.48% | 0.69% | 25 | -2,062,572 | -39.46% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,105,017 | 46,575 | 0.0% | 0.0% | 26 | -82,537 | -2.59% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,011,521 | 45,172 | 0.01% | 0.01% | 27 | +43,013 | 1.45% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,956,422 | 44,354 | 0.07% | 0.08% | 28 | +257,235 | 9.53% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,847,113 | 42,706 | 0.01% | 0.01% | 29 | +917,882 | 47.58% | Q4 2025 | Feb 12, 2026 |
| Clearbridge Investments, LLC | History | Added to | 2,581,027 | 38,715 | 0.03% | 0.03% | 30 | +855 | 0.03% | Q4 2025 | Feb 11, 2026 |
| BAMCO INC /NY/ | History | Reduced | 2,536,596 | 38,048 | 0.1% | 0.13% | 31 | -332,529 | -11.59% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 2,532,054 | 37,980 | 0.03% | 0.04% | 32 | +262,306 | 11.56% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 2,501,905 | 37,528 | 0.01% | 0.01% | 33 | +53,636 | 2.19% | Q4 2025 | Jan 22, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 2,397,116 | 35,956 | 0.47% | 0.55% | 34 | -2,527 | -0.11% | Q4 2025 | Feb 05, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | New | 2,385,415 | 35,781 | 0.18% | — | 35 | +2,385,415 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,202,836 | 33,042 | 0.0% | 0.01% | 36 | +158,046 | 7.73% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,142,386 | 32,135 | 0.0% | 0.0% | 37 | +468,945 | 28.02% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 1,826,235 | 27,393 | 0.04% | 0.04% | 38 | +449,973 | 32.7% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,793,716 | 26,905 | 0.01% | 0.02% | 39 | -1,318,278 | -42.36% | Q4 2025 | Feb 17, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | New | 1,716,381 | 25,745 | 5.74% | — | 40 | +1,716,381 | New | Q4 2025 | Feb 17, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | New | 1,644,578 | 24,690 | 5.31% | — | 41 | +1,644,578 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,620,411 | 24,306 | 0.0% | 0.0% | 42 | -26,854 | -1.63% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,587,792 | 23,816 | 0.07% | 0.07% | 43 | +231,267 | 17.05% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,562,111 | 23,431 | 0.09% | 0.09% | 44 | +253,284 | 19.35% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,530,271 | 22,954 | 0.0% | 0.01% | 45 | -259,414 | -14.49% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,511,149 | 22,667 | 0.0% | 0.0% | 46 | +223,315 | 17.34% | Q4 2025 | Feb 17, 2026 |
| Alta Park Capital, LP | History | Added to | 1,498,825 | 22,482 | 2.71% | 2.18% | 47 | +82,676 | 5.84% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 1,420,842 | 21,312 | 0.01% | 0.01% | 48 | +39,306 | 2.85% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,415,373 | 21,230 | 0.17% | — | 49 | +1,415,373 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,334,065 | 20,010 | 0.01% | 0.0% | 50 | +952,971 | 250.06% | Q4 2025 | Feb 10, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 1,330,384 | 19,955 | 0.03% | 0.01% | 51 | +968,162 | 267.28% | Q4 2025 | Jan 09, 2026 |
| PEAK6 LLC | History | Reduced | 1,223,037 | 18,345 | 0.03% | 0.03% | 52 | -10,413 | -0.84% | Q4 2025 | Mar 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,211,442 | 18,171 | 0.01% | 0.01% | 53 | -319,740 | -20.88% | Q4 2025 | Feb 18, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,187,966 | 17,819 | 0.02% | 0.02% | 54 | +151,177 | 14.58% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,121,229 | 16,818 | 0.01% | 0.0% | 55 | +581,345 | 107.68% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,088,744 | 16,331 | 0.03% | 0.01% | 56 | +615,183 | 129.91% | Q4 2025 | Feb 12, 2026 |
| Generali Powszechne Towarzystwo Emerytalne | History | No change | 1,063,223 | 15,948 | 2.73% | 3.63% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,031,589 | 15,473 | 0.06% | — | 58 | +1,031,589 | New | Q4 2025 | Feb 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 996,332 | 14,945 | 0.1% | 0.21% | 59 | -603,805 | -37.73% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 971,037 | 14,565 | 0.04% | 0.05% | 60 | +171,578 | 21.46% | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 963,244 | 14,448 | 0.05% | 0.05% | 61 | +72,332 | 8.12% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 910,549 | 13,658 | 0.19% | 0.19% | 62 | +194,619 | 27.18% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 862,069 | 12,931 | 0.05% | 0.06% | 63 | +102 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Amundi | History | Added to | 838,057 | 12,570 | 0.0% | 0.0% | 64 | +11,301 | 1.37% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 798,937 | 11,984 | 0.0% | 0.0% | 65 | -544,648 | -40.54% | Q4 2025 | Mar 25, 2026 |
| Nuveen, LLC | History | Reduced | 741,168 | 11,117 | 0.0% | 0.01% | 66 | -946,086 | -56.07% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Reduced | 734,105 | 11,011 | 0.02% | 0.03% | 67 | -270,289 | -26.91% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 688,895 | 10,333 | 0.02% | 0.03% | 68 | -83,571 | -10.82% | Q4 2025 | Mar 16, 2026 |
| NewEdge Wealth, LLC | History | Added to | 665,233 | 9,978 | 0.11% | 0.14% | 69 | +99,068 | 17.5% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 648,129 | 9,721 | 0.0% | 0.0% | 70 | -81,214 | -11.14% | Q4 2025 | Feb 11, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 631,803 | 9,477 | 0.15% | 0.04% | 71 | +493,747 | 357.64% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 613,087 | 9,196 | 0.08% | 0.12% | 72 | -90,522 | -12.87% | Q4 2025 | Feb 18, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 601,830 | 9,027 | 1.01% | 1.4% | 73 | -111,317 | -15.61% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 601,400 | 9,021 | 0.01% | 0.01% | 74 | +14,900 | 2.54% | Q4 2025 | Feb 12, 2026 |
| Governors Lane LP | History | Reduced | 537,500 | 8,062 | 0.48% | 1.45% | 75 | -537,500 | -50.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 527,794 | 7,916 | 0.01% | 0.0% | 76 | +409,774 | 347.21% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Reduced | 515,756 | 7,736 | 0.06% | 0.07% | 77 | -40,239 | -7.24% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 498,631 | 7,479 | 0.21% | 0.02% | 78 | +455,210 | 1048.36% | Q4 2025 | Feb 13, 2026 |
| Meritas Wealth Management, LLC | History | No change | 446,000 | 6,690 | 3.22% | 3.89% | 79 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 434,856 | 6,522 | 0.0% | 0.0% | 80 | +173,557 | 66.42% | Q4 2025 | Feb 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 430,422 | 6,456 | 0.02% | 0.02% | 81 | +34,492 | 8.71% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 416,252 | 6,243 | 0.0% | 0.0% | 82 | +7,207 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 409,709 | 6,145 | 0.02% | 0.03% | 83 | -3,089 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 401,396 | 6,020 | 0.0% | 0.0% | 84 | +43,241 | 12.07% | Q4 2025 | Feb 19, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 398,534 | 5,978 | 0.18% | 0.21% | 85 | -5,427 | -1.34% | Q4 2025 | Jan 28, 2026 |
| Erste Asset Management GmbH | History | Added to | 379,220 | 5,699 | 0.05% | 0.01% | 86 | +320,000 | 540.36% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | Reduced | 358,087 | 5,371 | 0.03% | 0.05% | 87 | -188,662 | -34.51% | Q4 2025 | Feb 17, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 354,226 | 5,313 | 0.37% | 0.36% | 88 | +54,051 | 18.01% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | New | 349,100 | 5,236 | 0.01% | — | 89 | +349,100 | New | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | New | 346,800 | 5,202 | 0.03% | — | 90 | +346,800 | New | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 340,904 | 5,113 | 0.01% | 0.02% | 91 | -53,871 | -13.65% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 338,042 | 5,071 | 0.01% | 0.0% | 92 | +301,719 | 830.66% | Q4 2025 | Jan 09, 2026 |
| SYCOMORE ASSET MANAGEMENT | History | No change | 207,688 | 4,976 | 0.82% | 0.83% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 308,372 | 4,625 | 0.0% | 0.0% | 94 | +8,726 | 2.91% | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | No change | 303,626 | 4,554 | 0.3% | 0.34% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 299,441 | 4,491 | 0.0% | 0.0% | 96 | -21,809 | -6.79% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 296,300 | 4,444 | 0.12% | — | 97 | +296,300 | New | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 290,800 | 4,362 | 0.0% | 0.01% | 98 | +4,813 | 1.68% | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | No change | 288,372 | 4,325 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 278,411 | 4,176 | 0.0% | 0.0% | 100 | +21,914 | 8.54% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 277,497 | 4,170 | 0.01% | 0.01% | 101 | +18,203 | 7.02% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 274,336 | 4,115 | 0.0% | 0.0% | 102 | +164,702 | 150.23% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 265,814 | 3,987 | 0.0% | — | 103 | +265,814 | New | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 233,300 | 3,968 | 0.01% | — | 104 | +233,300 | New | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 262,956 | 3,944 | 0.0% | 0.0% | 105 | +116,990 | 80.15% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 261,900 | 3,928 | 0.01% | 0.0% | 106 | +120,983 | 85.85% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 258,103 | 3,890 | 0.0% | 0.0% | 107 | +10,000 | 4.03% | Q4 2025 | Mar 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 251,547 | 3,774 | 0.0% | 0.0% | 108 | +22,158 | 9.66% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 249,095 | 3,736 | 0.03% | 0.04% | 109 | -47,422 | -15.99% | Q4 2025 | Feb 18, 2026 |
| Jump Financial, LLC | History | No change | 246,900 | 3,703 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maxi Investments CY Ltd | History | Added to | 245,000 | 3,675 | 0.67% | 0.55% | 111 | +95,000 | 63.33% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 241,465 | 3,621 | 0.0% | 0.0% | 112 | +94,918 | 64.77% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 238,823 | 3,582 | 0.0% | 0.0% | 113 | +107,507 | 81.87% | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 236,476 | 3,547 | 0.19% | 0.03% | 114 | +209,821 | 787.17% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 234,415 | 3,516 | 0.01% | 0.01% | 115 | +11,680 | 5.24% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 227,100 | 3,406 | 0.0% | 0.0% | 116 | +2,000 | 0.89% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 222,925 | 3,343 | 0.0% | 0.0% | 117 | +160,161 | 255.18% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 215,869 | 3,238 | 0.05% | 0.04% | 118 | +11,848 | 5.81% | Q4 2025 | Feb 02, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 206,029 | 3,090 | 0.0% | 0.0% | 119 | +104,125 | 102.18% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 197,989 | 2,969 | 0.01% | 0.01% | 120 | +4,605 | 2.38% | Q4 2025 | Feb 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 181,602 | 2,724 | 0.01% | 0.0% | 121 | +153,256 | 540.66% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 180,000 | 2,700 | 0.05% | 0.06% | 122 | -2,850 | -1.56% | Q4 2025 | Feb 17, 2026 |
| Sphera Management Technology Funds Ltd | History | No change | 180,000 | 2,700 | 0.92% | 1.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 166,775 | 2,501 | 0.01% | 0.01% | 124 | +103,164 | 162.18% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 164,429 | 2,466 | 0.0% | 0.0% | 125 | +55,942 | 51.57% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 162,552 | 2,445 | 0.0% | 0.0% | 126 | +117,810 | 263.31% | Q4 2025 | Feb 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | New | 162,890 | 2,443 | 0.21% | — | 127 | +162,890 | New | Q4 2025 | Feb 09, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 159,579 | 2,393 | 0.02% | — | 128 | +159,579 | New | Q4 2025 | Feb 12, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 158,656 | 2,379 | 0.15% | 0.22% | 129 | -38,467 | -19.51% | Q4 2025 | Jan 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 153,840 | 2,307 | 0.0% | 0.01% | 130 | -43,970 | -22.23% | Q4 2025 | Jan 27, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 150,000 | 2,250 | 0.0% | — | 131 | +150,000 | New | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 143,363 | 2,150 | 0.04% | 0.05% | 132 | +1,189 | 0.84% | Q4 2025 | Feb 06, 2026 |
| Optimus Prime Fund Management Co., Ltd. | History | New | 140,000 | 2,100 | 0.17% | — | 133 | +140,000 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 139,995 | 2,099 | 0.01% | 0.03% | 134 | -261,027 | -65.09% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 134,342 | 2,015 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 133,419 | 2,001 | 0.05% | 0.13% | 136 | -12,157 | -8.35% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 133,386 | 2,000 | 0.01% | 0.01% | 137 | +5,558 | 4.35% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 131,588 | 1,974 | 0.01% | 0.0% | 138 | +95,921 | 268.93% | Q4 2025 | Jan 26, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 128,449 | 1,926 | 0.19% | 0.2% | 139 | +19,281 | 17.66% | Q4 2025 | Jan 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 128,000 | 1,920 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 126,320 | 1,894 | 0.73% | 1.05% | 142 | -65,085 | -34.0% | Q4 2025 | Feb 09, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 125,200 | 1,894 | 0.02% | 0.03% | 141 | +925 | 0.74% | Q4 2025 | Feb 10, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 126,227 | 1,893 | 0.09% | — | 143 | +126,227 | New | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 123,646 | 1,855 | 0.01% | 0.01% | 144 | -7,361 | -5.62% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 123,597 | 1,853 | 0.02% | 0.02% | 145 | -6,990 | -5.35% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 122,000 | 1,830 | 0.0% | 8.62% | 146 | +16,600 | 15.75% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 120,046 | 1,801 | 0.06% | 0.08% | 147 | -2,190 | -1.79% | Q4 2025 | Feb 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 118,713 | 1,780 | 0.04% | 0.05% | 148 | +625 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 117,136 | 1,757 | 0.0% | 0.0% | 149 | +77,858 | 198.22% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 113,021 | 1,680 | 0.0% | 0.0% | 150 | +55,798 | 97.51% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 111,907 | 1,679 | 0.0% | — | 151 | +111,907 | New | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | Added to | 108,282 | 1,624 | 0.37% | 0.21% | 152 | +76,840 | 244.39% | Q4 2025 | Feb 10, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 106,607 | 1,599 | 0.55% | 0.68% | 153 | -313 | -0.29% | Q4 2025 | Feb 09, 2026 |
| one8zero8, LLC | History | Reduced | 105,725 | 1,585 | 0.35% | 0.43% | 154 | -6,750 | -6.0% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Added to | 102,600 | 1,539 | 0.04% | 0.04% | 155 | +18,500 | 22.0% | Q4 2025 | Feb 03, 2026 |
| Marathon Trading Investment Management LLC | History | New | 100,800 | 1,512 | 0.03% | — | 156 | +100,800 | New | Q4 2025 | Feb 13, 2026 |
| Maytus Capital Management, LLC | History | Reduced | 100,000 | 1,500 | 0.35% | 0.61% | 157 | -62,080 | -38.3% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Added to | 99,485 | 1,492 | 0.05% | 0.03% | 158 | +45,303 | 83.61% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 99,342 | 1,490 | 0.0% | 0.0% | 159 | -57,250 | -36.56% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 90,978 | 1,364 | 0.01% | — | 160 | +90,978 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 88,876 | 1,333 | 0.0% | 0.0% | 161 | +31,881 | 55.94% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 88,825 | 1,332 | 0.0% | 0.01% | 162 | -2,204 | -2.42% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 88,188 | 1,323 | 0.0% | 0.0% | 163 | -2,670 | -2.94% | Q4 2025 | Feb 05, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 85,543 | 1,283 | 0.0% | — | 164 | +85,543 | New | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 84,990 | 1,274 | 0.01% | 0.01% | 165 | -4,500 | -5.03% | Q4 2025 | Jan 28, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 83,073 | 1,246 | 0.0% | 0.0% | 166 | +65,880 | 383.18% | Q4 2025 | Feb 17, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 82,215 | 1,233 | 0.04% | 0.05% | 167 | +840 | 1.03% | Q4 2025 | Feb 10, 2026 |
| Polymer Capital Management (US) LLC | History | New | 81,999 | 1,229 | 0.13% | — | 168 | +81,999 | New | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 81,430 | 1,221 | 0.02% | 0.02% | 169 | +3,395 | 4.35% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | Added to | 80,886 | 1,213 | 0.05% | 0.02% | 170 | +62,795 | 347.11% | Q4 2025 | Feb 23, 2026 |
| Handelsbanken Fonder AB | History | Added to | 80,263 | 1,204 | 0.0% | 0.0% | 171 | +7,400 | 10.16% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 78,938 | 1,203 | 0.0% | 0.0% | 172 | +57,010 | 259.99% | Q4 2025 | Jan 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 79,842 | 1,197 | 0.02% | 0.02% | 173 | -21 | -0.03% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 79,314 | 1,189 | 0.0% | 0.0% | 174 | +17,844 | 29.03% | Q4 2025 | Feb 02, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 78,116 | 1,171 | 0.49% | 0.7% | 175 | -15,097 | -16.2% | Q4 2025 | Feb 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 73,947 | 1,109 | 0.0% | — | 176 | +73,947 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 73,581 | 1,103 | 0.0% | 0.0% | 177 | -26,456 | -26.45% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 71,412 | 1,071 | 0.02% | 0.02% | 178 | +12,136 | 20.47% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 67,954 | 1,019 | 0.0% | 0.03% | 179 | -1,087,727 | -94.12% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 67,354 | 1,010 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,035 | 1,005 | 0.0% | 0.0% | 181 | +11,344 | 20.37% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 65,501 | 983 | 0.0% | — | 182 | +65,501 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 64,900 | 973 | 0.0% | 0.0% | 183 | -2,100 | -3.13% | Q4 2025 | Jan 28, 2026 |
| Bridgefront Capital, LLC | History | Added to | 62,682 | 940 | 0.24% | 0.06% | 185 | +51,490 | 460.06% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,689 | 940 | 0.0% | 0.0% | 184 | +5,345 | 9.32% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,151 | 917 | 0.0% | 0.0% | 186 | +26,650 | 77.24% | Q4 2025 | Feb 17, 2026 |
| Galilei Investment Office LLP | History | No change | 57,500 | 862 | 0.41% | 0.49% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 56,352 | 845 | 0.03% | 0.03% | 188 | -601 | -1.06% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 52,950 | 797 | 0.0% | 0.0% | 189 | -26,020 | -32.95% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 52,597 | 789 | 0.0% | 0.0% | 190 | +17,194 | 48.57% | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 48,923 | 733 | 0.0% | 0.0% | 191 | +5,874 | 13.64% | Q4 2025 | Jan 26, 2026 |
| Havemeyer Place LP | History | New | 47,638 | 714 | 0.14% | — | 192 | +47,638 | New | Q4 2025 | Feb 11, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 46,257 | 693 | 0.63% | 0.72% | 193 | +3,834 | 9.04% | Q4 2025 | Jan 07, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 45,966 | 689 | 0.0% | 0.0% | 194 | +3,185 | 7.44% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 45,551 | 683 | 0.0% | 0.0% | 195 | -8,538 | -15.79% | Q4 2025 | Feb 10, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 43,853 | 681 | 0.23% | 0.24% | 196 | +7,231 | 19.74% | Q4 2025 | Jan 12, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 45,362 | 680 | 0.02% | 0.02% | 197 | -47 | -0.1% | Q4 2025 | Jan 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 45,212 | 678 | 0.0% | 0.0% | 198 | -83,086 | -64.76% | Q4 2025 | Feb 13, 2026 |
| Utah Retirement Systems | History | No change | 44,915 | 673 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | Added to | 42,884 | 643 | 0.02% | 0.01% | 200 | +29,258 | 214.72% | Q4 2025 | Jan 26, 2026 |
| Twin Tree Management, LP | History | New | 42,783 | 641 | 0.01% | — | 201 | +42,783 | New | Q4 2025 | Feb 11, 2026 |
| WBI INVESTMENTS, LLC | History | New | 41,755 | 626 | 0.16% | — | 202 | +41,755 | New | Q4 2025 | Feb 13, 2026 |
| Diametric Capital, LP | History | New | 41,435 | 621 | 0.17% | — | 203 | +41,435 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 40,341 | 605 | 0.13% | 0.19% | 204 | +414 | 1.04% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 38,130 | 571 | 0.0% | 0.0% | 205 | -130,903 | -77.44% | Q4 2025 | Feb 17, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 38,093 | 571 | 0.0% | 0.0% | 206 | -1,531 | -3.86% | Q4 2025 | Feb 12, 2026 |
| CSS LLC/IL | History | Reduced | 37,600 | 564 | 0.03% | 0.03% | 207 | -400 | -1.05% | Q4 2025 | Feb 17, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 37,500 | 562 | 0.18% | 0.32% | 208 | -19,450 | -34.15% | Q4 2025 | Jan 26, 2026 |
| XPONANCE LLC | History | Added to | 37,438 | 561 | 0.0% | 0.0% | 209 | +3,079 | 8.96% | Q4 2025 | Feb 12, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | No change | 43,487 | 555 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Marex Group plc | History | Added to | 36,656 | 549 | 0.0% | 0.0% | 211 | +22,915 | 166.76% | Q4 2025 | Feb 12, 2026 |
| Altshuler Shaham Ltd | History | Added to | 36,400 | 546 | 0.01% | 0.0% | 212 | +20,000 | 121.95% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 36,208 | 543 | 0.0% | 0.0% | 213 | +1,395 | 4.01% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 36,009 | 540 | 0.0% | 0.0% | 214 | -20,119 | -35.84% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 33,921 | 508 | 0.0% | 0.01% | 215 | -6,441 | -15.96% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 32,506 | 487 | 0.0% | 0.0% | 216 | -393 | -1.19% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 31,993 | 479 | 0.01% | 0.04% | 217 | -129,116 | -80.14% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Added to | 31,653 | 474 | 0.0% | 0.0% | 218 | +13,931 | 78.61% | Q4 2025 | Feb 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 31,590 | 473 | 0.0% | 0.0% | 219 | +4,779 | 17.82% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,131 | 466 | 0.0% | 0.0% | 220 | +33 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | Added to | 30,472 | 457 | 0.02% | 0.03% | 221 | +470 | 1.57% | Q4 2025 | Jan 21, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 29,504 | 442 | 0.12% | — | 223 | +29,504 | New | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | New | 29,489 | 442 | 0.0% | — | 222 | +29,489 | New | Q4 2025 | Jan 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,497 | 427 | 0.0% | 0.0% | 224 | +4,298 | 17.76% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 27,708 | 416 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | New | 27,366 | 410 | 0.01% | — | 226 | +27,366 | New | Q4 2025 | Jan 14, 2026 |
| Pathstone Holdings, LLC | History | New | 26,983 | 404 | 0.0% | — | 227 | +26,983 | New | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 26,907 | 403 | 0.16% | 0.21% | 228 | -2,131 | -7.34% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 26,316 | 394 | 0.0% | 0.0% | 229 | -5,520 | -17.34% | Q4 2025 | Feb 06, 2026 |
| BAILARD, INC. | History | Reduced | 25,200 | 378 | 0.01% | 0.02% | 230 | -24,300 | -49.09% | Q4 2025 | Feb 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 25,162 | 377 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avory & Company, LLC | History | No change | 24,423 | 366 | 0.23% | 0.26% | 232 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Ahara Advisors LLC | History | New | 24,328 | 364 | 0.33% | — | 233 | +24,328 | New | Q4 2025 | Apr 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 24,683 | 361 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 23,645 | 354 | 0.0% | 0.0% | 235 | -41,400 | -63.65% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 23,615 | 354 | 0.02% | 0.02% | 236 | +7,898 | 50.25% | Q4 2025 | Feb 20, 2026 |
| Krilogy Financial LLC | History | New | 23,620 | 343 | 0.01% | — | 237 | +23,620 | New | Q4 2025 | Jan 27, 2026 |
| TrueMark Investments, LLC | History | Reduced | 22,743 | 341 | 0.07% | 0.09% | 238 | -5,673 | -19.96% | Q4 2025 | Jan 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 21,387 | 320 | 0.05% | 0.06% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 21,281 | 319 | 0.0% | 0.0% | 240 | -2,155 | -9.2% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,188 | 317 | 0.0% | 0.0% | 241 | +3,205 | 17.82% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 21,066 | 315 | 0.0% | 0.0% | 242 | +3,638 | 20.87% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 22,492 | 312 | 0.01% | 0.01% | 243 | +753 | 3.46% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,102 | 301 | 0.0% | 0.0% | 245 | +4,953 | 32.7% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,086 | 301 | 0.0% | 0.0% | 244 | +3,322 | 19.82% | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | New | 20,000 | 300 | 0.01% | — | 246 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | New | 20,000 | 300 | 0.03% | — | 247 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| One68 Global Capital, LLC | History | New | 20,000 | 300 | 3.54% | — | 248 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Straight Path Wealth Management | History | Reduced | 20,000 | 300 | 0.08% | 0.19% | 249 | -20,000 | -50.0% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 19,900 | 298 | 0.01% | — | 250 | +19,900 | New | Q4 2025 | Jan 28, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 19,648 | 294 | 0.05% | 0.07% | 251 | -508 | -2.52% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 18,537 | 278 | 0.0% | 0.0% | 252 | +7,547 | 68.67% | Q4 2025 | Feb 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 18,243 | 273 | 0.03% | 0.03% | 253 | +6,108 | 50.33% | Q4 2025 | Jan 09, 2026 |
| Lido Advisors, LLC | History | Added to | 15,499 | 272 | 0.0% | 0.0% | 254 | +349 | 2.3% | Q4 2025 | Feb 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 18,000 | 270 | 0.0% | 0.16% | 255 | -832,765 | -97.88% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 17,907 | 268 | 0.0% | — | 256 | +17,907 | New | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 17,777 | 266 | 0.06% | 0.07% | 257 | +519 | 3.01% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 16,682 | 260 | 0.0% | 0.01% | 258 | -330,862 | -95.2% | Q4 2025 | Mar 09, 2026 |
| INCEPTIONR LLC | History | New | 17,223 | 258 | 0.07% | — | 259 | +17,223 | New | Q4 2025 | Feb 11, 2026 |
| Probity Advisors, Inc. | History | Added to | 16,951 | 254 | 0.04% | 0.05% | 260 | +197 | 1.18% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 16,911 | 253 | 0.01% | 0.01% | 261 | +2,035 | 13.68% | Q4 2025 | Jan 26, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Reduced | 16,840 | 252 | 0.06% | 0.12% | 262 | -19,400 | -53.53% | Q4 2025 | Feb 04, 2026 |
| Yorktown Management & Research Co Inc | History | New | 16,600 | 249 | 0.2% | — | 263 | +16,600 | New | Q4 2025 | Jan 23, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 15,589 | 233 | 0.08% | 0.09% | 264 | +1,903 | 13.9% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,476 | 232 | 0.0% | 0.0% | 265 | +205 | 1.34% | Q4 2025 | Feb 11, 2026 |
| EntryPoint Capital, LLC | History | New | 15,097 | 226 | 0.09% | — | 267 | +15,097 | New | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,100 | 226 | 0.0% | 0.0% | 266 | +284 | 1.92% | Q4 2025 | Feb 12, 2026 |
| Lotus Technology Management, LP | History | New | 14,965 | 224 | 0.12% | — | 268 | +14,965 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 14,824 | 222 | 0.01% | 0.0% | 269 | +12,596 | 565.35% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,853 | 222 | 0.0% | 0.0% | 270 | -3,972 | -21.1% | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 14,684 | 220 | 0.02% | 0.02% | 272 | +169 | 1.16% | Q4 2025 | Feb 17, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 12,500 | 220 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caerus Investment Advisors, LLC | History | New | 14,513 | 217 | 0.07% | — | 273 | +14,513 | New | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 14,637 | 216 | 0.0% | — | 275 | +14,637 | New | Q4 2025 | Jan 08, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 14,447 | 216 | 0.03% | 0.04% | 274 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 14,231 | 213 | 0.0% | 0.01% | 276 | +632 | 4.65% | Q4 2025 | Feb 06, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 14,177 | 212 | 0.03% | — | 277 | +14,177 | New | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,873 | 208 | 0.0% | 0.0% | 278 | -2,864 | -17.11% | Q4 2025 | Jan 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 13,592 | 203 | 0.0% | — | 279 | +13,592 | New | Q4 2025 | Feb 04, 2026 |
| Balboa Wealth Partners | History | Reduced | 13,527 | 202 | 0.03% | 0.17% | 280 | -43,860 | -76.43% | Q4 2025 | Jan 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 13,260 | 198 | 0.0% | — | 281 | +13,260 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 13,775 | 196 | 0.0% | — | 282 | +13,775 | New | Q4 2025 | Jan 28, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,039 | 195 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 13,008 | 195 | 0.08% | 0.1% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | New | 12,730 | 190 | 0.02% | — | 285 | +12,730 | New | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 12,600 | 189 | 0.0% | 0.02% | 286 | -266,049 | -95.48% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,358 | 187 | 0.0% | 0.01% | 287 | -2,813 | -17.4% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 12,366 | 185 | 0.0% | 0.0% | 288 | -1,443,112 | -99.15% | Q4 2025 | Feb 17, 2026 |
| Impact Partnership Wealth, LLC | History | New | 12,352 | 185 | 0.02% | — | 289 | +12,352 | New | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 12,314 | 184 | 0.0% | 0.0% | 290 | +7,373 | 149.22% | Q4 2025 | Feb 12, 2026 |
| ArchPoint Investors | History | No change | 12,322 | 184 | 0.04% | 0.06% | 291 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Alpine Global Management, LLC | History | New | 11,992 | 179 | 0.04% | — | 292 | +11,992 | New | Q4 2025 | Feb 26, 2026 |
| NATIXIS | History | Reduced | 11,921 | 178 | 0.0% | 0.0% | 293 | -1,568 | -11.62% | Q4 2025 | Feb 13, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 11,906 | 178 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 11,695 | 175 | 0.2% | — | 296 | +11,695 | New | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 11,720 | 175 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CIBC Asset Management Inc | History | New | 11,656 | 174 | 0.0% | — | 297 | +11,656 | New | Q4 2025 | Feb 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 11,565 | 173 | 0.01% | — | 298 | +11,565 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 11,524 | 172 | 0.0% | 0.0% | 299 | -318 | -2.69% | Q4 2025 | Feb 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 11,455 | 171 | 0.01% | — | 300 | +11,455 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 11,407 | 171 | 0.0% | 0.01% | 301 | -7,911 | -40.95% | Q4 2025 | Feb 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 11,297 | 169 | 0.01% | 0.03% | 302 | -10,478 | -48.12% | Q4 2025 | Feb 06, 2026 |
| Parcion Private Wealth LLC | History | New | 11,244 | 168 | 0.01% | — | 303 | +11,244 | New | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | New | 11,151 | 167 | 0.0% | — | 306 | +11,151 | New | Q4 2025 | Feb 19, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,161 | 167 | 0.0% | 0.0% | 305 | -5,214 | -31.84% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,190 | 167 | 0.0% | 0.0% | 304 | -205 | -1.8% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,872 | 163 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WINTON GROUP Ltd | History | New | 10,817 | 162 | 0.01% | — | 308 | +10,817 | New | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 10,766 | 161 | 0.0% | 0.0% | 309 | -8,375 | -43.75% | Q4 2025 | Feb 13, 2026 |
| MSA Advisors, LLC | History | No change | 10,679 | 160 | 0.04% | 0.05% | 310 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,500 | 157 | 0.01% | 0.01% | 311 | -1,500 | -12.5% | Q4 2025 | Feb 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 10,385 | 155 | 0.01% | — | 312 | +10,385 | New | Q4 2025 | Feb 17, 2026 |
| North Dakota State Investment Board | History | New | 10,298 | 154 | 0.01% | — | 314 | +10,298 | New | Q4 2025 | Feb 05, 2026 |
| DSM CAPITAL PARTNERS LLC | History | New | 10,288 | 154 | 0.0% | — | 313 | +10,288 | New | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 10,184 | 152 | 0.01% | — | 315 | +10,184 | New | Q4 2025 | Feb 12, 2026 |
| IPG Investment Advisors LLC | History | New | 10,045 | 150 | 0.03% | — | 316 | +10,045 | New | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,735 | 146 | 0.0% | 0.0% | 317 | +9,127 | 1501.15% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,342 | 125 | 0.0% | — | 318 | +8,342 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,124 | 106 | 0.0% | 0.0% | 319 | +995 | 16.23% | Q4 2025 | Feb 18, 2026 |
| Perkins Coie Trust Co | History | No change | 6,850 | 102 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 6,750 | 101 | 0.01% | — | 321 | +6,750 | New | Q4 2025 | Feb 12, 2026 |
| WEXFORD CAPITAL LP | History | New | 6,631 | 99 | 0.02% | — | 322 | +6,631 | New | Q4 2025 | Feb 13, 2026 |
| Robocap Asset Management Ltd | History | Added to | 6,633 | 99 | 0.09% | 0.07% | 323 | +164 | 2.54% | Q4 2025 | Feb 02, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 6,400 | 96 | 0.02% | 0.03% | 324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 6,385 | 95 | 0.01% | 0.0% | 326 | +2,912 | 83.85% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 6,382 | 95 | 0.0% | 0.0% | 325 | +1,050 | 19.69% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,701 | 85 | 0.0% | 0.0% | 327 | -10,233 | -64.22% | Q4 2025 | Feb 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 5,220 | 79 | 0.0% | — | 328 | +5,220 | New | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 4,782 | 72 | 0.04% | 0.05% | 329 | -97 | -1.99% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,672 | 70 | 0.0% | 0.0% | 330 | -800 | -14.62% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,538 | 68 | 0.0% | 0.0% | 331 | +1,979 | 77.33% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 4,504 | 67 | 0.0% | — | 332 | +4,504 | New | Q4 2025 | Feb 05, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 4,396 | 66 | 0.0% | 0.0% | 333 | +1,255 | 39.96% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | Reduced | 4,200 | 63 | 0.02% | 0.09% | 335 | -10,600 | -71.62% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,201 | 63 | 0.0% | 0.0% | 334 | +521 | 14.16% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,192 | 62 | 0.0% | 0.0% | 336 | -867 | -17.14% | Q4 2025 | Jan 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 4,000 | 60 | 0.03% | 0.04% | 337 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Truvestments Capital LLC | History | Reduced | 3,960 | 59 | 0.01% | 0.01% | 338 | -802 | -16.84% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,888 | 58 | 0.0% | 0.0% | 339 | +1,165 | 42.78% | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,072 | 46 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 3,000 | 45 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 3,007 | 45 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 2,800 | 42 | 0.02% | 0.03% | 343 | -200 | -6.67% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 2,760 | 41 | 0.0% | — | 344 | +2,760 | New | Q4 2025 | Feb 17, 2026 |
| Spurstone Advisory Services, LLC | History | Added to | 2,500 | 37 | 0.58% | 0.37% | 345 | +1,000 | 66.67% | Q4 2025 | Jan 29, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 2,400 | 35 | 0.0% | 0.0% | 346 | -11,091 | -82.21% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 2,228 | 33 | 0.0% | 0.01% | 347 | -19,689 | -89.83% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,000 | 30 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 1,906 | 28 | 0.0% | 0.0% | 349 | +1,668 | 700.84% | Q4 2025 | Jan 23, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 1,822 | 27 | 0.0% | — | 350 | +1,822 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 1,680 | 23 | 0.0% | — | 351 | +1,680 | New | Q4 2025 | Jan 21, 2026 |
| DANSKE BANK A/S | History | No change | 1,500 | 22 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Advocates LLC | History | No change | 1,500 | 22 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,408 | 21 | 0.0% | 0.0% | 354 | -46 | -3.16% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,355 | 20 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | Reduced | 1,285 | 19 | 0.0% | 0.0% | 357 | -46 | -3.46% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | No change | 1,267 | 19 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1,189 | 17 | 0.01% | 0.02% | 358 | -2,251 | -65.44% | Q4 2025 | Jan 29, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 1,103 | 16 | 0.0% | 0.0% | 359 | -60 | -5.16% | Q4 2025 | Feb 04, 2026 |
| DV Trading LLC | History | New | 1,000 | 15 | 0.0% | — | 360 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 15 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Reduced | 962 | 14 | 0.0% | 0.0% | 362 | -863 | -47.29% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 897 | 13 | 0.0% | 0.0% | 364 | +815 | 993.9% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 921 | 13 | 0.0% | 0.0% | 363 | -189 | -17.03% | Q4 2025 | Jan 20, 2026 |
| Torren Management, LLC | History | New | 747 | 11 | 0.01% | — | 365 | +747 | New | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 725 | 10 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 626 | 9 | 0.0% | — | 367 | +626 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 592 | 8 | 0.0% | 0.0% | 369 | +502 | 557.78% | Q4 2025 | Feb 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 551 | 8 | 0.0% | 0.0% | 368 | -13 | -2.3% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 552 | 8 | 0.0% | 0.0% | 370 | -3 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 500 | 7 | 0.0% | 0.0% | 373 | -900 | -64.29% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 500 | 7 | 0.0% | 0.0% | 371 | -884 | -63.87% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 506 | 7 | 0.0% | 0.0% | 372 | -146 | -22.39% | Q4 2025 | Jan 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 416 | 6 | 0.0% | 0.0% | 378 | -476 | -53.36% | Q4 2025 | Jan 05, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 400 | 6 | 0.0% | 0.0% | 376 | -444 | -52.61% | Q4 2025 | Feb 03, 2026 |
| Wilkerson Advisory Group LLC | History | New | 444 | 6 | 0.0% | — | 379 | +444 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 430 | 6 | 0.0% | — | 377 | +430 | New | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | Added to | 417 | 6 | 0.0% | 0.0% | 375 | +304 | 269.03% | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 427 | 6 | 0.0% | 0.0% | 374 | +19 | 4.66% | Q4 2025 | Feb 09, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 375 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 322 | 4 | 0.0% | 0.0% | 382 | -615 | -65.64% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 277 | 4 | 0.0% | 0.0% | 383 | -574 | -67.45% | Q4 2025 | Feb 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 304 | 4 | 0.0% | 0.0% | 381 | -444 | -59.36% | Q4 2025 | Feb 02, 2026 |
| Bank of Jackson Hole Trust | History | New | 316 | 4 | 0.0% | — | 387 | +316 | New | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | New | 305 | 4 | 0.0% | — | 386 | +305 | New | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | No change | 300 | 4 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Nemes Rush Group LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 200 | 3 | 0.0% | — | 390 | +200 | New | Q4 2025 | Jan 27, 2026 |
| Ankerstar Wealth, LLC | History | New | 200 | 3 | 0.0% | — | 391 | +200 | New | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 231 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | New | 169 | 2 | 0.0% | — | 393 | +169 | New | Q4 2025 | Jan 30, 2026 |
| North Star Investment Management Corp. | History | No change | 141 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 92 | 1 | 0.0% | 0.0% | 396 | -156 | -62.9% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 115 | 1 | 0.0% | — | 400 | +115 | New | Q4 2025 | Jan 21, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 100 | 1 | 0.0% | — | 398 | +100 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 100 | 1 | 0.0% | — | 402 | +100 | New | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 91 | 1 | 0.0% | — | 395 | +91 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 93 | 1 | 0.0% | 0.0% | 405 | -89 | -48.9% | Q4 2025 | Feb 10, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 119 | 1 | 0.0% | 0.0% | 406 | +10 | 9.17% | Q4 2025 | Jan 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 91 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFS Advisors, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Blue Trust, Inc. | History | No change | 89 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gordian Capital Singapore Pte Ltd | History | No change | 11 | 1 | 0.0% | — | 404 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 95 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Insight Holdings Group, LLC | History | Closed out | 0 | 0 | — | 9.16% | — | -8,425,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | History | Closed out | 0 | 0 | — | 3.78% | — | -2,776,171 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,501,173 | -100.0% | Q3 2025 | Nov 03, 2025 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -2,351,830 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EMINENCE CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.46% | — | -2,139,099 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -772,176 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rokos Capital Management LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -724,228 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -550,206 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.41% | — | -491,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bienville Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -445,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Meridiem Capital Partners LP | History | Closed out | 0 | 0 | — | 0.45% | — | -400,107 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Daventry Group, LP | History | Closed out | 0 | 0 | — | 4.58% | — | -367,751 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -299,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -250,666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.04% | — | -233,837 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -166,068 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -123,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -114,263 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.07% | — | -99,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.61% | — | -98,491 | -100.0% | Q3 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -97,783 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Closed out | 0 | 0 | — | 0.68% | — | -97,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Paloma Partners Management Co | History | Closed out | 0 | 0 | — | 0.27% | — | -95,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -91,839 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Andra AP-fonden | History | Closed out | 0 | 0 | — | 0.02% | — | -83,900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -77,543 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bullseye Asset Management LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -76,530 | -100.0% | Q3 2025 | Nov 13, 2025 |
| M & L Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.27% | — | -76,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -71,747 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -67,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.21% | — | -63,274 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -50,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -49,116 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -47,894 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -44,850 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Mission Creek Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -44,548 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,238 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -39,445 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AMI ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.04% | — | -37,828 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,545 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.01% | — | -33,760 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DC Investments Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -27,473 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DB Fitzpatrick & Co, Inc | History | Closed out | 0 | 0 | — | 0.39% | — | -24,539 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sapience Investments, LLC | History | Closed out | 0 | 0 | — | 1.66% | — | -24,095 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,402 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BNP PARIBAS | History | Closed out | 0 | 0 | — | 0.01% | — | -22,002 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Werlinich Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -20,465 | -100.0% | Q3 2025 | Oct 07, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.07% | — | -20,244 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -20,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Congress Park Capital LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -19,725 | -100.0% | Q3 2025 | Oct 08, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,510 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -19,281 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,522 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,559 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,985 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,503 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -13,575 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,952 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -12,925 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Strategic Family Wealth Counselors, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,893 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,870 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Trifecta Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,292 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,290 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,212 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,632 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,200 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,162 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -9,932 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7,930 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,446 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,337 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,048 | -100.0% | Q3 2025 | Dec 15, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,465 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Winch Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Jan 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Avion Wealth | History | New | 64 | 0 | — | — | — | +64 | New | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Principia Wealth Advisory, LLC | History | Added to | 58 | 0 | — | — | — | +51 | 728.57% | Q4 2025 | Feb 10, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 04, 2025 |
| OPTIMA CAPITAL LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 65 | 0 | — | — | — | +35 | 116.67% | Q4 2025 | Jan 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Dec 29, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rossby Financial, LCC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 12, 2026 |
| Investors Portfolio Services LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 09, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 2 | 0 | — | — | — | -15 | -88.24% | Q4 2025 | Feb 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| Quaker Wealth Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 28, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 14, 2025 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 30 | 0 | — | — | — | -8 | -21.05% | Q4 2025 | Jan 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 22 | 0 | — | — | — | -8 | -26.67% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 22 | 0 | — | — | — | -7 | -24.14% | Q4 2025 | Jan 14, 2026 |
| NCP Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Added to | 64 | 0 | — | 0.0% | — | +5 | 8.47% | Q4 2025 | Jan 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tradewinds Capital Management, LLC | History | No change | 65 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| West Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bernard Wealth Management Corp. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |