SAIA INC - SAIA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 2,451,650 | 800,512 | 0.01% | 0.01% | 1 | -33,618 | -1.35% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,328,611 | 760,337 | 0.01% | 0.01% | 2 | +22 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,314,180 | 755,626 | 0.24% | 0.21% | 3 | +40,784 | 1.79% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,798,841 | 587,358 | 0.06% | 0.06% | 4 | +43,690 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Reduced | 1,115,424 | 364,226 | 0.06% | 0.07% | 5 | -303,638 | -21.4% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,090,786 | 356,163 | 0.96% | 0.88% | 6 | -120,803 | -9.97% | Q4 2025 | Feb 13, 2026 |
| VIKING GLOBAL INVESTORS LP | History | Reduced | 1,088,582 | 355,443 | 0.94% | 1.08% | 7 | -295,306 | -21.34% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 923,912 | 301,675 | 0.05% | 0.03% | 8 | +222,494 | 31.72% | Q4 2025 | Feb 19, 2026 |
| STATE STREET CORP | History | Reduced | 811,568 | 264,993 | 0.01% | 0.01% | 9 | -3,209 | -0.39% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 771,698 | 251,975 | 0.02% | 0.02% | 10 | -115,016 | -12.97% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 740,798 | 241,885 | 0.18% | 0.12% | 11 | +183,669 | 32.97% | Q4 2025 | Feb 13, 2026 |
| WASATCH ADVISORS LP | History | New | 734,205 | 239,732 | 1.42% | — | 12 | +734,205 | New | Q4 2025 | Feb 12, 2026 |
| FIL Ltd | History | Added to | 625,000 | 204,075 | 0.15% | 0.13% | 13 | +62,500 | 11.11% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 569,918 | 186,089 | 0.01% | 0.01% | 14 | +88,193 | 18.31% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 497,944 | 162,622 | 0.01% | 0.01% | 15 | +234 | 0.05% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 477,249 | 155,841 | 0.03% | 0.03% | 16 | +15,965 | 3.46% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 459,104 | 149,908 | 0.23% | 0.23% | 17 | -46,418 | -9.18% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 408,711 | 133,452 | 0.01% | 0.01% | 18 | -70,097 | -14.64% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | No change | 407,265 | 132,980 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 399,397 | 130,411 | 0.01% | — | 20 | +399,397 | New | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 325,645 | 106,330 | 0.05% | 0.05% | 21 | -11,687 | -3.46% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 283,559 | 92,587 | 0.07% | 0.06% | 22 | +29,602 | 11.66% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 267,415 | 87,316 | 0.01% | 0.01% | 23 | +15,166 | 6.01% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 253,020 | 82,616 | 0.08% | 0.07% | 24 | +32,564 | 14.77% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 233,820 | 76,346 | 0.04% | 0.04% | 25 | +18,373 | 8.53% | Q4 2025 | Feb 17, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 228,751 | 74,691 | 0.31% | 0.29% | 26 | +843 | 0.37% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 226,732 | 74,032 | 0.01% | 0.01% | 27 | -14,848 | -6.15% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 192,160 | 62,744 | 0.08% | 0.1% | 28 | -67,397 | -25.97% | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 184,718 | 60,314 | 0.64% | 0.32% | 29 | +66,286 | 55.97% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | New | 176,035 | 57,478 | 0.01% | — | 30 | +176,035 | New | Q4 2025 | Feb 11, 2026 |
| Junto Capital Management LP | History | New | 175,635 | 57,348 | 1.26% | — | 31 | +175,635 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 175,376 | 57,263 | 0.01% | 0.01% | 32 | -26,494 | -13.12% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 173,155 | 56,538 | 0.01% | 0.01% | 33 | +702 | 0.41% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 172,895 | 56,453 | 0.01% | 0.01% | 34 | -21,186 | -10.92% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 171,434 | 55,980 | 0.01% | 0.01% | 35 | +24,355 | 16.56% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 170,166 | 55,562 | 0.21% | — | 36 | +170,166 | New | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 164,637 | 53,758 | 0.03% | 0.12% | 37 | -493,938 | -75.0% | Q4 2025 | Feb 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 146,995 | 49,562 | 0.08% | 0.07% | 38 | -5,452 | -3.58% | Q4 2025 | Jan 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | New | 146,485 | 47,830 | 0.32% | — | 39 | +146,485 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 132,576 | 43,288 | 0.01% | 0.0% | 40 | +94,176 | 245.25% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 132,067 | 43,122 | 0.02% | 0.01% | 41 | +23,540 | 21.69% | Q4 2025 | Feb 13, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 127,193 | 41,531 | 0.54% | 0.46% | 42 | +9,247 | 7.84% | Q4 2025 | Feb 05, 2026 |
| Interval Partners, LP | History | New | 124,699 | 40,716 | 0.73% | — | 43 | +124,699 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 112,599 | 36,765 | 0.01% | 0.01% | 44 | -21,395 | -15.97% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 107,881 | 35,225 | 0.01% | 0.01% | 45 | -23,635 | -17.97% | Q4 2025 | Feb 10, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 102,548 | 33,483 | 1.21% | 1.22% | 46 | -12,585 | -10.93% | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 90,000 | 29,386 | 0.03% | 0.05% | 47 | -91,952 | -50.54% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 88,946 | 29,042 | 0.03% | 0.03% | 48 | -254 | -0.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 87,974 | 28,725 | 0.0% | 0.0% | 49 | -64,699 | -42.38% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 87,439 | 28,551 | 0.2% | 0.15% | 50 | +12,135 | 16.11% | Q4 2025 | Feb 17, 2026 |
| Anomaly Capital Management, LP | History | New | 86,148 | 28,129 | 1.01% | — | 51 | +86,148 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 85,899 | 28,047 | 0.01% | 0.02% | 52 | -20,297 | -19.11% | Q4 2025 | Feb 10, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 80,828 | 26,391 | 1.81% | 1.69% | 53 | -242 | -0.3% | Q4 2025 | Feb 13, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 78,519 | 25,640 | 0.15% | 0.18% | 54 | -30,155 | -27.75% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 78,115 | 25,506 | 0.76% | 0.63% | 55 | +27 | 0.03% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 75,999 | 24,815 | 0.04% | — | 56 | +75,999 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 75,684 | 24,712 | 0.01% | 0.0% | 57 | +5,295 | 7.52% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 72,431 | 23,650 | 0.24% | 0.04% | 58 | +60,700 | 517.43% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 70,060 | 22,875 | 0.02% | 0.02% | 59 | +833 | 1.2% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 64,316 | 21,000 | 0.01% | — | 60 | +64,316 | New | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 62,989 | 20,933 | 0.04% | 0.04% | 61 | -4,831 | -7.12% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 60,927 | 19,893 | 0.02% | 0.01% | 62 | +22,760 | 59.63% | Q4 2025 | Feb 17, 2026 |
| Life Cycle Investment Partners Ltd | History | New | 59,371 | 19,385 | 0.14% | — | 63 | +59,371 | New | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 57,325 | 18,717 | 0.01% | 0.01% | 64 | -1,837 | -3.11% | Q4 2025 | Feb 02, 2026 |
| ExodusPoint Capital Management, LP | History | New | 56,833 | 18,557 | 0.15% | — | 65 | +56,833 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 56,607 | 18,483 | 0.01% | 0.01% | 66 | +2,279 | 4.19% | Q4 2025 | Feb 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 54,420 | 17,769 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | Added to | 52,580 | 17,168 | 0.01% | 0.01% | 68 | +880 | 1.7% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 51,344 | 16,764 | 0.0% | 0.01% | 69 | -12,987 | -20.19% | Q4 2025 | Feb 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 50,857 | 16,605 | 0.22% | 0.19% | 70 | +2,273 | 4.68% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 49,912 | 16,297 | 0.02% | 0.02% | 71 | +565 | 1.14% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | New | 49,358 | 16,116 | 0.0% | — | 72 | +49,358 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 48,928 | 15,977 | 0.0% | — | 73 | +48,928 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 48,464 | 15,824 | 0.05% | 0.05% | 74 | -228 | -0.47% | Q4 2025 | Jan 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 47,770 | 15,597 | 0.01% | 0.0% | 75 | +3,259 | 7.32% | Q4 2025 | Feb 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 47,206 | 15,413 | 0.12% | 0.1% | 76 | +11,217 | 31.17% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 43,625 | 14,244 | 0.02% | 0.03% | 77 | -19,605 | -31.01% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 42,609 | 13,912 | 0.0% | 0.0% | 78 | -62,344 | -59.4% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,653 | 13,274 | 0.0% | 0.0% | 79 | -20,264 | -33.26% | Q4 2025 | Feb 17, 2026 |
| Running Oak Capital LLC | History | Reduced | 40,492 | 13,221 | 1.66% | 1.8% | 80 | -13,141 | -24.5% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | Added to | 39,769 | 12,985 | 0.0% | 0.0% | 81 | +1,277 | 3.32% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 39,051 | 12,750 | 0.0% | 0.0% | 82 | -3,467 | -8.15% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 37,841 | 12,355 | 0.01% | 0.01% | 83 | -3,818 | -9.16% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 34,544 | 11,279 | 0.01% | 0.01% | 84 | -9 | -0.03% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 31,988 | 10,445 | 0.02% | 0.02% | 85 | +5,664 | 21.52% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,807 | 10,059 | 0.01% | 0.01% | 86 | -4,237 | -12.09% | Q4 2025 | Feb 02, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 30,739 | 10,036 | 0.7% | 1.08% | 87 | -18,637 | -37.75% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | New | 29,346 | 9,582 | 0.02% | — | 88 | +29,346 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Reduced | 28,912 | 9,440 | 0.03% | 0.11% | 89 | -68,064 | -70.19% | Q4 2025 | Feb 13, 2026 |
| Turas Capital Management LP | History | New | 28,460 | 9,292 | 3.12% | — | 90 | +28,460 | New | Q4 2025 | Feb 17, 2026 |
| Channing Capital Management, LLC | History | Added to | 28,330 | 9,250 | 0.24% | 0.22% | 91 | +5 | 0.02% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 26,461 | 8,640 | 0.02% | 0.01% | 92 | -330 | -1.23% | Q4 2025 | Feb 12, 2026 |
| Pier Capital, LLC | History | Reduced | 26,284 | 8,582 | 1.37% | 1.25% | 93 | -354 | -1.33% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 25,513 | 8,330 | 0.28% | 0.17% | 94 | +11,078 | 76.74% | Q4 2025 | Feb 17, 2026 |
| SG Capital Management LLC | History | New | 25,345 | 8,275 | 0.79% | — | 95 | +25,345 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,107 | 8,197 | 0.01% | 0.01% | 96 | -31 | -0.12% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 24,740 | 8,078 | 0.08% | 0.07% | 97 | +2,382 | 10.65% | Q4 2025 | Feb 10, 2026 |
| Edgestream Partners, L.P. | History | Added to | 24,486 | 7,995 | 0.22% | 0.05% | 98 | +18,591 | 315.37% | Q4 2025 | Feb 13, 2026 |
| Sagefield Capital LP | History | Reduced | 23,869 | 7,793 | 0.66% | 1.21% | 99 | -12,406 | -34.2% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 23,318 | 7,613 | 0.01% | 0.01% | 100 | +2,770 | 13.48% | Q4 2025 | Feb 13, 2026 |
| Capital International, Inc./CA/ | History | Reduced | 22,982 | 7,504 | 0.06% | 0.08% | 101 | -9,565 | -29.39% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 22,538 | 7,359 | 0.01% | 0.01% | 102 | -5,560 | -19.79% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 22,467 | 7,335 | 0.0% | 0.0% | 103 | -2,438 | -9.79% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 22,344 | 7,295 | 0.02% | 0.02% | 104 | -675 | -2.93% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 22,099 | 7,215 | 0.01% | 0.02% | 105 | -17,711 | -44.49% | Q4 2025 | Feb 17, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 21,858 | 7,144 | 0.96% | 0.89% | 106 | +506 | 2.37% | Q4 2025 | Jan 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 21,644 | 7,067 | 0.0% | 0.0% | 107 | -5,098 | -19.06% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,586 | 7,048 | 0.01% | 0.01% | 108 | -355 | -1.62% | Q4 2025 | Jan 30, 2026 |
| CI INVESTMENTS INC. | History | Added to | 21,156 | 6,907 | 0.03% | 0.01% | 109 | +12,420 | 142.17% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 21,080 | 6,883 | 0.03% | 0.04% | 111 | -10,950 | -34.19% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 21,080 | 6,883 | 0.01% | 0.01% | 110 | -456 | -2.12% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 19,817 | 6,471 | 0.01% | 0.0% | 112 | +14,981 | 309.78% | Q4 2025 | Jan 09, 2026 |
| SummitTX Capital, L.P. | History | Added to | 19,821 | 6,471 | 0.2% | 0.2% | 113 | +3,561 | 21.9% | Q4 2025 | Feb 17, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 19,595 | 6,398 | 0.38% | 0.57% | 114 | -13,914 | -41.52% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 19,487 | 6,362 | 0.01% | 0.02% | 115 | -11,929 | -37.97% | Q4 2025 | Feb 12, 2026 |
| Atom Investors LP | History | Added to | 19,048 | 6,219 | 0.49% | 0.04% | 116 | +17,339 | 1014.57% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,528 | 6,049 | 0.0% | — | 117 | +18,528 | New | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 18,478 | 6,033 | 0.01% | — | 118 | +18,478 | New | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 18,355 | 5,993 | 0.05% | 0.05% | 119 | +1,090 | 6.31% | Q4 2025 | Jan 28, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 16,428 | 5,364 | 0.02% | 0.01% | 120 | +4,446 | 37.11% | Q4 2025 | Feb 13, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | New | 15,840 | 5,172 | 7.15% | — | 121 | +15,840 | New | Q4 2025 | Mar 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 15,172 | 4,953 | 0.01% | 0.0% | 122 | +11,932 | 368.27% | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,049 | 4,913 | 0.0% | 0.0% | 123 | -634 | -4.04% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 15,018 | 4,904 | 0.01% | 0.01% | 124 | -4,262 | -22.11% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,986 | 4,893 | 0.01% | 0.01% | 125 | -1,640 | -9.86% | Q4 2025 | Feb 11, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 14,323 | 4,676 | 0.45% | 0.81% | 126 | -14,632 | -50.53% | Q4 2025 | Feb 11, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 14,000 | 4,571 | 0.56% | 0.5% | 127 | -1,447 | -9.37% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,019 | 4,250 | 0.02% | 0.02% | 128 | -673 | -4.92% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 12,724 | 4,154 | 0.06% | 0.07% | 129 | +643 | 5.32% | Q4 2025 | Feb 06, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 12,301 | 4,016 | 0.02% | 0.01% | 130 | +2,660 | 27.59% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 12,202 | 3,984 | 0.03% | 0.03% | 131 | +73 | 0.6% | Q4 2025 | Feb 05, 2026 |
| Alight Capital Management LP | History | New | 12,000 | 3,918 | 1.0% | — | 132 | +12,000 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,856 | 3,871 | 0.01% | 0.01% | 133 | -865 | -6.8% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 11,780 | 3,846 | 0.11% | — | 134 | +11,780 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,596 | 3,786 | 0.0% | 0.0% | 135 | +6,751 | 139.34% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 11,547 | 3,770 | 0.03% | 0.03% | 136 | -245 | -2.08% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 11,470 | 3,745 | 0.0% | 0.0% | 137 | -2,390 | -17.24% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,356 | 3,707 | 0.0% | 0.0% | 138 | -7,985 | -41.29% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 11,017 | 3,594 | 0.01% | — | 139 | +11,017 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 10,678 | 3,486 | 0.04% | 0.05% | 140 | -831 | -7.22% | Q4 2025 | Feb 03, 2026 |
| J. Goldman & Co LP | History | New | 10,517 | 3,434 | 0.09% | — | 141 | +10,517 | New | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 10,225 | 3,338 | 0.01% | — | 142 | +10,225 | New | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 10,018 | 3,322 | 0.1% | 0.02% | 143 | +8,845 | 754.05% | Q4 2025 | Feb 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 10,084 | 3,292 | 0.04% | 0.04% | 144 | -284 | -2.74% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 9,690 | 3,163 | 0.0% | 0.0% | 145 | +344 | 3.68% | Q4 2025 | Jan 22, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 9,492 | 3,099 | 0.01% | 0.01% | 146 | -395 | -4.0% | Q4 2025 | Jan 30, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 9,456 | 3,087 | 0.71% | 0.72% | 147 | -1,131 | -10.68% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 9,063 | 2,959 | 0.01% | 0.0% | 148 | +1,817 | 25.08% | Q4 2025 | Feb 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 8,921 | 2,912 | 0.05% | 0.05% | 149 | -253 | -2.76% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,537 | 2,858 | 0.01% | 0.01% | 150 | -365 | -4.1% | Q4 2025 | Feb 18, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,359 | 2,848 | 0.03% | 0.03% | 151 | -136 | -1.6% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,576 | 2,800 | 0.01% | 0.0% | 152 | +3,329 | 63.45% | Q4 2025 | Jan 27, 2026 |
| South Dakota Investment Council | History | Reduced | 8,411 | 2,746 | 0.05% | 0.05% | 153 | -720 | -7.89% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 8,317 | 2,715 | 0.01% | 0.01% | 154 | -267 | -3.11% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 8,298 | 2,709 | 0.01% | 0.01% | 155 | +1,240 | 17.57% | Q4 2025 | Feb 06, 2026 |
| Man Group plc | History | Reduced | 8,219 | 2,683 | 0.0% | 0.02% | 156 | -29,801 | -78.38% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 8,030 | 2,621 | 0.11% | 0.1% | 157 | -152 | -1.86% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 7,871 | 2,570 | 0.03% | 0.03% | 158 | -460 | -5.52% | Q4 2025 | Feb 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,770 | 2,537 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 7,426 | 2,424 | 0.01% | 0.01% | 160 | -424 | -5.4% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | No change | 7,400 | 2,416 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Dockside LLC | History | New | 7,364 | 2,404 | 0.62% | — | 162 | +7,364 | New | Q4 2025 | Feb 13, 2026 |
| Hilton Capital Management, LLC | History | Added to | 6,936 | 2,264 | 0.17% | 0.15% | 163 | +657 | 10.46% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,667 | 2,176 | 0.01% | 0.01% | 164 | -169 | -2.47% | Q4 2025 | Feb 10, 2026 |
| F/m Investments LLC | History | Reduced | 6,622 | 2,162 | 0.08% | 0.16% | 165 | -7,352 | -52.61% | Q4 2025 | Feb 03, 2026 |
| Verition Fund Management LLC | History | Reduced | 6,522 | 2,129 | 0.01% | 0.02% | 166 | -8,040 | -55.21% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 6,520 | 2,128 | 0.02% | 0.01% | 167 | +1,072 | 19.68% | Q4 2025 | Feb 10, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 6,468 | 2,111 | 0.13% | 0.13% | 168 | -182 | -2.74% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,305 | 2,058 | 0.01% | 0.01% | 170 | +1,544 | 32.43% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 6,305 | 2,058 | 0.02% | 0.02% | 169 | -818 | -11.48% | Q4 2025 | Feb 05, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 6,286 | 2,052 | 0.01% | 0.01% | 171 | -100 | -1.57% | Q4 2025 | Jan 29, 2026 |
| CastleKnight Management LP | History | No change | 6,100 | 1,991 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 5,961 | 1,946 | 0.02% | 0.03% | 173 | +24 | 0.4% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,880 | 1,919 | 0.01% | 0.01% | 174 | +80 | 1.38% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,874 | 1,917 | 0.0% | 0.0% | 175 | +1,772 | 43.2% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 5,811 | 1,897 | 0.01% | 0.01% | 176 | +328 | 5.98% | Q4 2025 | Jan 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,400 | 1,763 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,354 | 1,748 | 0.02% | 0.02% | 178 | +23 | 0.43% | Q4 2025 | Feb 04, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 5,253 | 1,715 | 0.02% | 0.02% | 179 | -1,363 | -20.6% | Q4 2025 | Feb 03, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 5,182 | 1,692 | 0.67% | — | 180 | +5,182 | New | Q4 2025 | Jan 27, 2026 |
| LRT Capital Management, LLC | History | Reduced | 5,171 | 1,688 | 1.45% | 1.75% | 181 | -3,673 | -41.53% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 5,068 | 1,654 | 0.03% | 0.02% | 182 | +284 | 5.94% | Q4 2025 | Jan 08, 2026 |
| Tidal Investments LLC | History | Added to | 5,059 | 1,651 | 0.0% | 0.0% | 183 | +99 | 2.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,021 | 1,639 | 0.0% | 0.0% | 184 | -182 | -3.5% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,883 | 1,594 | 0.05% | 0.05% | 185 | -110 | -2.2% | Q4 2025 | Feb 11, 2026 |
| Alberta Investment Management Corp | History | New | 4,800 | 1,567 | 0.01% | — | 186 | +4,800 | New | Q4 2025 | Feb 19, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 4,570 | 1,492 | 0.04% | 0.18% | 187 | -15,647 | -77.4% | Q4 2025 | Feb 17, 2026 |
| Quantitative Investment Management, LLC | History | New | 4,552 | 1,486 | 0.14% | — | 188 | +4,552 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Added to | 4,518 | 1,475 | 0.0% | 0.0% | 189 | +999 | 28.39% | Q4 2025 | Feb 24, 2026 |
| Utah Retirement Systems | History | No change | 4,403 | 1,437 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 4,289 | 1,400 | 0.01% | 0.0% | 191 | +2,377 | 124.32% | Q4 2025 | Feb 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 4,269 | 1,393 | 0.01% | — | 192 | +4,269 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,232 | 1,381 | 0.01% | 0.01% | 193 | -309 | -6.8% | Q4 2025 | Feb 13, 2026 |
| LINCOLN CAPITAL CORP | History | New | 4,200 | 1,371 | 0.49% | — | 194 | +4,200 | New | Q4 2025 | Jan 23, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Reduced | 4,162 | 1,358 | 0.35% | 0.38% | 195 | -976 | -19.0% | Q4 2025 | Feb 03, 2026 |
| OSSIAM | History | No change | 4,147 | 1,354 | 0.03% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 3,771 | 1,331 | 0.03% | 0.03% | 197 | +6 | 0.16% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 4,011 | 1,309 | 0.0% | 0.0% | 198 | +1,463 | 57.42% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 4,005 | 1,307 | 0.01% | 0.01% | 199 | -630 | -13.59% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,955 | 1,291 | 0.0% | 0.0% | 200 | +2,150 | 119.11% | Q4 2025 | Feb 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 3,909 | 1,276 | 0.02% | 0.02% | 201 | -1,118 | -22.24% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,899 | 1,273 | 0.0% | 0.0% | 202 | +185 | 4.98% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 3,691 | 1,205 | 0.09% | 0.09% | 203 | -132 | -3.45% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,611 | 1,179 | 0.0% | 0.0% | 204 | -167 | -4.42% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,415 | 1,115 | 0.02% | 0.03% | 205 | -1,128 | -24.83% | Q4 2025 | Feb 05, 2026 |
| Capital International Sarl | History | Reduced | 3,397 | 1,109 | 0.02% | 0.02% | 206 | -212 | -5.87% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,396 | 1,108 | 0.0% | 0.0% | 207 | +12 | 0.35% | Q4 2025 | Jan 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,377 | 1,103 | 0.0% | 0.0% | 208 | +563 | 20.01% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 3,299 | 1,077 | 0.0% | 0.0% | 209 | +82 | 2.55% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,871 | 937 | 0.0% | 0.0% | 210 | -575 | -16.69% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,818 | 920 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 2,568 | 915 | 0.04% | 0.06% | 212 | -994 | -27.91% | Q4 2025 | Feb 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 2,760 | 901 | 0.0% | 0.0% | 213 | -5,340 | -65.93% | Q4 2025 | Feb 17, 2026 |
| Havemeyer Place LP | History | New | 2,680 | 875 | 0.17% | — | 214 | +2,680 | New | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,655 | 866 | 0.01% | 0.01% | 215 | -195 | -6.84% | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 2,634 | 860 | 0.09% | 0.09% | 216 | +2 | 0.08% | Q4 2025 | Jan 20, 2026 |
| FORA Capital, LLC | History | New | 2,621 | 855 | 0.1% | — | 217 | +2,621 | New | Q4 2025 | Feb 13, 2026 |
| TimesSquare Capital Management, LLC | History | No change | 2,510 | 819 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| XPONANCE LLC | History | Reduced | 2,505 | 817 | 0.01% | 0.01% | 219 | -507 | -16.83% | Q4 2025 | Feb 12, 2026 |
| Militia Capital Partners, LP | History | Added to | 2,460 | 803 | 0.31% | 0.12% | 220 | +1,560 | 173.33% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,378 | 776 | 0.0% | 0.0% | 221 | -152 | -6.01% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,369 | 774 | 0.01% | 0.01% | 222 | +46 | 1.98% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,345 | 765 | 0.01% | 0.03% | 223 | -4,103 | -63.63% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 2,340 | 764 | 0.01% | 0.01% | 224 | -4 | -0.17% | Q4 2025 | Feb 11, 2026 |
| WINTON GROUP Ltd | History | New | 2,322 | 758 | 0.03% | — | 225 | +2,322 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,299 | 750 | 0.0% | 0.0% | 226 | +94 | 4.26% | Q4 2025 | Feb 17, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 2,218 | 724 | 0.05% | 0.05% | 227 | +224 | 11.23% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 2,114 | 690 | 0.01% | 0.04% | 228 | -3,737 | -63.87% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,061 | 672 | 0.0% | 0.0% | 229 | -137 | -6.23% | Q4 2025 | Jan 26, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 1,974 | 656 | 0.01% | 0.02% | 230 | -216 | -9.86% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,967 | 642 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,840 | 600 | 0.48% | 0.44% | 232 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,800 | 587 | 0.0% | 0.0% | 233 | -6,845 | -79.18% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 1,781 | 581 | 0.01% | 0.01% | 234 | -451 | -20.21% | Q4 2025 | Feb 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,700 | 555 | 0.0% | 0.0% | 235 | -1,000 | -37.04% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,685 | 550 | 0.0% | 0.0% | 236 | +626 | 59.11% | Q4 2025 | Feb 03, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,669 | 544 | 0.0% | 0.01% | 237 | -1,551 | -48.17% | Q4 2025 | Jan 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,659 | 541 | 0.0% | 0.0% | 238 | -377 | -18.52% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,658 | 541 | 0.01% | 0.01% | 239 | -108 | -6.12% | Q4 2025 | Feb 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 1,534 | 500 | 0.04% | 0.03% | 240 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cynosure Group, LLC | History | Reduced | 1,530 | 499 | 0.05% | 0.09% | 241 | -1,250 | -44.96% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,523 | 497 | 0.0% | 0.0% | 242 | -1,206 | -44.19% | Q4 2025 | Feb 12, 2026 |
| Sepio Capital, LP | History | Reduced | 1,508 | 492 | 0.03% | 0.03% | 243 | -33 | -2.14% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 1,446 | 472 | 0.0% | 0.0% | 244 | +754 | 108.96% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,409 | 460 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 1,369 | 447 | 0.01% | 0.01% | 246 | -32 | -2.28% | Q4 2025 | Feb 02, 2026 |
| Hilltop Partners LLC | History | No change | 1,370 | 447 | 0.12% | 0.12% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Impact Capital Partners LLC | History | Reduced | 1,368 | 446 | 0.13% | 0.12% | 248 | -17 | -1.23% | Q4 2025 | Jan 07, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,352 | 441 | 0.04% | 0.05% | 249 | -225 | -14.27% | Q4 2025 | Jan 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,325 | 432 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,308 | 427 | 0.0% | 0.0% | 251 | -21 | -1.58% | Q4 2025 | Feb 02, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 1,278 | 417 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,265 | 413 | 0.0% | — | 253 | +1,265 | New | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,231 | 401 | 0.0% | 0.0% | 254 | +825 | 203.2% | Q4 2025 | Mar 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 954 | 396 | 0.0% | 0.0% | 255 | +15 | 1.6% | Q4 2025 | Jan 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,205 | 393 | 0.01% | 0.01% | 256 | -87 | -6.73% | Q4 2025 | Feb 03, 2026 |
| Twin Tree Management, LP | History | Reduced | 1,200 | 391 | 0.0% | 0.01% | 257 | -6,561 | -84.54% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | New | 1,188 | 387 | 0.01% | — | 258 | +1,188 | New | Q4 2025 | Feb 12, 2026 |
| Alamea Verwaltungs GmbH | History | New | 1,140 | 381 | 0.26% | — | 259 | +1,140 | New | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,141 | 372 | 0.0% | 0.0% | 260 | -42 | -3.55% | Q4 2025 | Mar 20, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,126 | 367 | 0.0% | 0.0% | 261 | -65 | -5.46% | Q4 2025 | Feb 06, 2026 |
| Mattson Financial Services, LLC | History | Added to | 1,110 | 362 | 0.08% | 0.05% | 262 | +425 | 62.04% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,083 | 353 | 0.01% | 0.0% | 263 | +323 | 42.5% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 1,023 | 338 | 0.02% | — | 264 | +1,023 | New | Q4 2025 | Feb 12, 2026 |
| iSAM Funds (UK) Ltd | History | Reduced | 1,019 | 332 | 0.12% | 0.12% | 265 | -896 | -46.79% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,010 | 329 | 0.02% | — | 267 | +1,010 | New | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 721 | 329 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Inspire Investing, LLC | History | Reduced | 992 | 323 | 0.03% | 0.03% | 268 | -51 | -4.89% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 972 | 318 | 0.02% | 0.01% | 269 | +99 | 11.34% | Q4 2025 | Mar 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 975 | 318 | 0.01% | 0.01% | 270 | -8 | -0.81% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 967 | 315 | 0.0% | — | 271 | +967 | New | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 958 | 312 | 0.03% | — | 272 | +958 | New | Q4 2025 | Feb 03, 2026 |
| North Dakota State Investment Board | History | New | 943 | 307 | 0.01% | — | 273 | +943 | New | Q4 2025 | Feb 05, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 933 | 304 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 928 | 303 | 0.14% | 0.15% | 275 | -160 | -14.71% | Q4 2025 | Jan 12, 2026 |
| Baron Wealth Management LLC | History | Reduced | 927 | 302 | 0.09% | 0.09% | 276 | -9 | -0.96% | Q4 2025 | Jan 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 910 | 297 | 0.0% | 0.01% | 278 | -1,996 | -68.69% | Q4 2025 | Jan 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 912 | 297 | 0.0% | — | 277 | +912 | New | Q4 2025 | Feb 18, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 910 | 297 | 0.01% | — | 281 | +910 | New | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 912 | 297 | 0.0% | 0.0% | 279 | +14 | 1.56% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 912 | 297 | 0.01% | 0.01% | 280 | +1 | 0.11% | Q4 2025 | Jan 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 904 | 295 | 0.01% | 0.01% | 282 | -238 | -20.84% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 904 | 295 | 0.0% | 0.0% | 283 | +9 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 902 | 294 | 0.0% | 0.0% | 284 | -498 | -35.57% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 882 | 287 | 0.0% | 0.0% | 286 | -2,608 | -74.73% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Added to | 879 | 287 | 0.0% | 0.0% | 285 | +46 | 5.52% | Q4 2025 | Feb 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 878 | 286 | 0.01% | 0.01% | 287 | -153 | -14.84% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 864 | 282 | 0.0% | 0.0% | 288 | -5 | -0.58% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 846 | 276 | 0.0% | 0.0% | 289 | -100 | -10.57% | Q4 2025 | Mar 09, 2026 |
| CIBC Asset Management Inc | History | No change | 829 | 270 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 818 | 267 | 0.04% | 0.03% | 292 | +63 | 8.34% | Q4 2025 | Jan 12, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 820 | 267 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SOUTHPORT MANAGEMENT, L.L.C. | History | New | 800 | 261 | 0.91% | — | 293 | +800 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 774 | 252 | 0.0% | 0.0% | 294 | -27 | -3.37% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 751 | 245 | 0.0% | 0.0% | 295 | +13 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 748 | 244 | 0.01% | 0.01% | 297 | -234 | -23.83% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 748 | 244 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIM, LLC | History | Reduced | 740 | 241 | 0.03% | 0.03% | 298 | -30 | -3.9% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 728 | 237 | 0.0% | 0.0% | 299 | -266 | -26.76% | Q4 2025 | Feb 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 726 | 237 | 0.02% | 0.02% | 300 | +39 | 5.68% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 715 | 233 | 0.01% | 0.01% | 301 | -3 | -0.42% | Q4 2025 | Jan 27, 2026 |
| Oak Thistle LLC | History | New | 713 | 232 | 0.03% | — | 302 | +713 | New | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 711 | 232 | 0.02% | — | 303 | +711 | New | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 712 | 232 | 0.0% | 0.01% | 304 | -100 | -12.32% | Q4 2025 | Feb 19, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 700 | 229 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | New | 697 | 227 | 0.0% | — | 306 | +697 | New | Q4 2025 | Jan 21, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 680 | 222 | 0.12% | 0.11% | 307 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 679 | 221 | 0.0% | 0.0% | 308 | -346 | -33.76% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 668 | 218 | 0.01% | 0.0% | 309 | -354 | -34.64% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 618 | 216 | 0.01% | — | 310 | +618 | New | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | New | 658 | 214 | 0.01% | — | 311 | +658 | New | Q4 2025 | Jan 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 650 | 212 | 0.0% | — | 312 | +650 | New | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | New | 645 | 210 | 0.0% | — | 313 | +645 | New | Q4 2025 | Jan 28, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 641 | 209 | 0.02% | — | 314 | +641 | New | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | Added to | 638 | 208 | 0.0% | 0.0% | 315 | +1 | 0.16% | Q4 2025 | Feb 02, 2026 |
| PharVision Advisers, LLC | History | New | 636 | 207 | 0.1% | — | 317 | +636 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 635 | 207 | 0.02% | — | 316 | +635 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 631 | 206 | 0.0% | — | 318 | +631 | New | Q4 2025 | Feb 11, 2026 |
| Forum Financial Management, LP | History | New | 627 | 204 | 0.0% | — | 319 | +627 | New | Q4 2025 | Jan 27, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | New | 619 | 202 | 0.01% | — | 320 | +619 | New | Q4 2025 | Feb 06, 2026 |
| MBB PUBLIC MARKETS I LLC | History | New | 618 | 201 | 0.02% | — | 321 | +618 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 608 | 198 | 0.02% | 0.0% | 322 | +507 | 501.98% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 591 | 193 | 0.0% | 0.0% | 323 | -679 | -53.46% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 571 | 186 | 0.0% | 0.0% | 324 | +368 | 181.28% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 563 | 183 | 0.0% | 0.0% | 325 | +31 | 5.83% | Q4 2025 | Feb 11, 2026 |
| Eagle Bay Advisors LLC | History | New | 544 | 177 | 0.13% | — | 326 | +544 | New | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 528 | 172 | 0.01% | 0.01% | 327 | +73 | 16.04% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 428 | 139 | 0.01% | 0.01% | 328 | -61 | -12.47% | Q4 2025 | Feb 06, 2026 |
| RiverPark Advisors, LLC | History | Reduced | 377 | 123 | 0.04% | 0.08% | 329 | -265 | -41.28% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 346 | 112 | 0.01% | 0.01% | 330 | +3 | 0.87% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 313 | 102 | 0.0% | 0.0% | 331 | +8 | 2.62% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 301 | 98 | 0.0% | 0.0% | 333 | +47 | 18.5% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 302 | 98 | 0.0% | 0.0% | 332 | +4 | 1.34% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 300 | 97 | 0.0% | — | 335 | +300 | New | Q4 2025 | Feb 17, 2026 |
| DANSKE BANK A/S | History | Added to | 300 | 97 | 0.0% | 0.0% | 334 | +100 | 50.0% | Q4 2025 | Feb 02, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 323 | 96 | 0.01% | 0.01% | 336 | +28 | 9.49% | Q4 2025 | Feb 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 255 | 84 | 0.0% | — | 337 | +255 | New | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | Added to | 256 | 83 | 0.01% | 0.01% | 338 | +17 | 7.11% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 205 | 66 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 182 | 59 | 0.0% | 0.0% | 340 | -12 | -6.19% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 155 | 50 | 0.0% | 0.0% | 341 | -25 | -13.89% | Q4 2025 | Jan 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 145 | 47 | 0.01% | 0.01% | 344 | -50 | -25.64% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 144 | 47 | 0.0% | 0.0% | 343 | +46 | 46.94% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 129 | 47 | 0.0% | 0.0% | 342 | +2 | 1.57% | Q4 2025 | Jan 26, 2026 |
| Penserra Capital Management LLC | History | Reduced | 143 | 46 | 0.0% | 0.0% | 345 | -2 | -1.38% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 137 | 44 | 0.0% | 0.0% | 346 | +129 | 1612.5% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | Added to | 129 | 42 | 0.0% | 0.0% | 347 | +4 | 3.2% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 124 | 40 | 0.02% | — | 348 | +124 | New | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 114 | 37 | 0.0% | — | 349 | +114 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 107 | 34 | 0.0% | — | 350 | +107 | New | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 109 | 30 | 0.0% | — | 352 | +109 | New | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 92 | 30 | 0.0% | 0.0% | 353 | -56 | -37.84% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 92 | 30 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 88 | 28 | 0.0% | 0.0% | 354 | +5 | 6.02% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 85 | 27 | 0.0% | — | 355 | +84 | 8400.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 77 | 25 | 0.0% | 0.0% | 356 | +25 | 48.08% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 70 | 22 | 0.0% | 0.0% | 357 | -17 | -19.54% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 66 | 21 | 0.0% | 0.0% | 359 | -351 | -84.17% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 66 | 21 | 0.0% | 0.0% | 358 | -123 | -65.08% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 64 | 20 | 0.0% | 0.0% | 361 | +2 | 3.23% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 60 | 20 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Park Place Capital Corp | History | Reduced | 61 | 19 | 0.0% | 0.01% | 363 | -24 | -28.24% | Q4 2025 | Jan 09, 2026 |
| Key FInancial Inc | History | No change | 60 | 19 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 46 | 15 | 0.0% | 0.0% | 364 | -40 | -46.51% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 46 | 15 | 0.0% | 0.0% | 366 | +10 | 27.78% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 48 | 15 | 0.0% | 0.0% | 365 | +1 | 2.13% | Q4 2025 | Jan 08, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 45 | 14 | 0.01% | — | 367 | +45 | New | Q4 2025 | Feb 06, 2026 |
| SRH ADVISORS, LLC | History | No change | 40 | 13 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | New | 39 | 12 | 0.0% | — | 370 | +39 | New | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 38 | 12 | 0.0% | 0.0% | 369 | +12 | 46.15% | Q4 2025 | Feb 09, 2026 |
| Itau Unibanco Holding S.A. | History | New | 36 | 11 | 0.0% | — | 371 | +36 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 36 | 11 | 0.0% | — | 374 | +36 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 34 | 11 | 0.0% | — | 372 | +32 | 1600.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 35 | 11 | 0.0% | 0.0% | 373 | +32 | 1066.67% | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 33 | 10 | 0.0% | — | 377 | +33 | New | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Reduced | 32 | 10 | 0.0% | 0.0% | 376 | -11 | -25.58% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 31 | 10 | 0.0% | 0.0% | 379 | -11 | -26.19% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 33 | 10 | 0.0% | 0.0% | 375 | -9 | -21.43% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 33 | 10 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | No change | 25 | 8 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24 | 7 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23 | 7 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 22 | 7 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 21 | 6 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pacific Center for Financial Services | History | No change | 21 | 6 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | No change | 21 | 6 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 17 | 5 | 0.0% | 0.0% | 388 | +12 | 240.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Added to | 16 | 5 | 0.0% | 0.0% | 391 | +9 | 128.57% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 17 | 5 | 0.0% | 0.0% | 387 | +4 | 30.77% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 18 | 5 | 0.0% | 0.0% | 389 | +4 | 28.57% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16 | 5 | 0.0% | 0.0% | 392 | +4 | 33.33% | Q4 2025 | Jan 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 16 | 5 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 15 | 4 | 0.0% | 0.0% | 394 | +11 | 275.0% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | Reduced | 14 | 4 | 0.0% | 0.0% | 396 | -9 | -39.13% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 15 | 4 | 0.0% | 0.0% | 393 | +1 | 7.14% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 12 | 4 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 10 | 3 | 0.0% | — | 399 | +10 | New | Q4 2025 | Feb 05, 2026 |
| CENTRAL TRUST Co | History | Added to | 10 | 3 | 0.0% | 0.0% | 397 | +1 | 11.11% | Q4 2025 | Feb 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | New | 8 | 2 | 0.0% | — | 404 | +8 | New | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 7 | 2 | 0.0% | — | 400 | +4 | 133.33% | Q4 2025 | Feb 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 9 | 2 | 0.0% | 0.0% | 401 | +1 | 12.5% | Q4 2025 | Jan 29, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 9 | 2 | 0.0% | 0.0% | 402 | +1 | 12.5% | Q4 2025 | Feb 24, 2026 |
| Wealth Watch Advisors, INC | History | No change | 7 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 409 | -13 | -76.47% | Q4 2025 | Jan 15, 2026 |
| McMillan Office, Inc. | History | New | 6 | 1 | 0.0% | — | 412 | +6 | New | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | New | 4 | 1 | 0.0% | — | 406 | +4 | New | Q4 2025 | Feb 02, 2026 |
| Security National Bank | History | No change | 5 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cromwell Holdings LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cartenna Capital, LP | History | Closed out | 0 | 0 | — | 2.67% | — | -315,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.42% | — | -188,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Closed out | 0 | 0 | — | 0.22% | — | -128,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Greenhouse Funds LLLP | History | Closed out | 0 | 0 | — | 1.14% | — | -104,375 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -78,273 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.28% | — | -67,901 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -57,047 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -44,313 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -37,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,034 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -33,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -31,364 | -100.0% | Q3 2025 | Dec 15, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shellback Capital, LP | History | Closed out | 0 | 0 | — | 0.47% | — | -25,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -23,693 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,745 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,925 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Roubaix Capital, LLC | History | Closed out | 0 | 0 | — | 1.51% | — | -10,836 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -9,729 | -100.0% | Q3 2025 | Nov 13, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,721 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.34% | — | -5,519 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,389 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,039 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -3,914 | -100.0% | Q3 2025 | Dec 15, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 5.14% | — | -3,700 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -2,766 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,573 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.03% | — | -2,397 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,236 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.12% | — | -1,890 | -100.0% | Q3 2025 | Feb 05, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.07% | — | -1,832 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,497 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -1,470 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,088 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,076 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -1,009 | -100.0% | Q3 2025 | Oct 17, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -958 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EVERPAR ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -818 | -100.0% | Q3 2025 | Oct 17, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -770 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -681 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Oct 23, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -48 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -12 | -85.71% | Q4 2025 | Jan 23, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Greenline Wealth Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Bogart Wealth, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -2 | -40.0% | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 23, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Rakuten Securities, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |