BOSTON BEER CO INC - SAM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 1,039,184 | 202,775 | 0.0% | 0.0% | 1 | +89,053 | 9.37% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 725,529 | 141,572 | 0.0% | 0.0% | 2 | -56,815 | -7.26% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 440,224 | 85,900 | 0.05% | 0.09% | 3 | -206,836 | -31.97% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 360,875 | 70,417 | 0.0% | 0.0% | 4 | -28,945 | -7.43% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 271,516 | 52,980 | 0.03% | 0.03% | 5 | +13,113 | 5.07% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 258,001 | 50,343 | 0.01% | 0.01% | 6 | -7,778 | -2.93% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 254,297 | 49,620 | 0.0% | 0.0% | 7 | -8,966 | -3.41% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 248,910 | 48,569 | 0.18% | 0.2% | 8 | +35,644 | 16.71% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 221,634 | 43,247 | 0.01% | 0.01% | 9 | -8,530 | -3.71% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 191,605 | 37,387 | 0.02% | 0.01% | 10 | +68,571 | 55.73% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 176,143 | 34,370 | 0.01% | 0.0% | 11 | +126,953 | 258.09% | Q4 2025 | Feb 17, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Added to | 147,997 | 28,878 | 1.29% | 1.18% | 12 | +38,759 | 35.48% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 139,198 | 27,168 | 0.0% | 0.0% | 13 | -4,174 | -2.91% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 132,862 | 25,925 | 0.03% | 0.01% | 14 | +77,159 | 138.52% | Q4 2025 | Feb 17, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 123,028 | 24,006 | 1.46% | 1.59% | 15 | -8,176 | -6.23% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 117,112 | 22,852 | 0.0% | 0.0% | 16 | +2,223 | 1.93% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Reduced | 114,300 | 22,303 | 0.0% | 0.0% | 17 | -119,467 | -51.11% | Q4 2025 | Feb 13, 2026 |
| Woodson Capital Management, LP | History | New | 100,000 | 19,513 | 2.7% | — | 18 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 98,826 | 19,283 | 0.0% | 0.0% | 19 | +2,920 | 3.04% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 90,903 | 17,737 | 0.0% | 0.0% | 20 | -1,006 | -1.09% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 90,340 | 17,628 | 0.04% | 0.08% | 21 | -45,774 | -33.63% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 82,679 | 16,133 | 0.03% | 0.02% | 22 | -4,400 | -5.05% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 75,630 | 14,757 | 0.0% | 0.0% | 23 | -74,614 | -49.66% | Q4 2025 | Feb 17, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 75,524 | 14,736 | 2.06% | 2.47% | 24 | -14,644 | -16.24% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 74,891 | 14,613 | 0.0% | 0.0% | 25 | -280 | -0.37% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 71,345 | 13,921 | 0.02% | 0.01% | 26 | +41,055 | 135.54% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 65,573 | 12,795 | 0.0% | 0.0% | 27 | +28,251 | 75.7% | Q4 2025 | Feb 11, 2026 |
| Calamos Advisors LLC | History | No change | 65,364 | 12,754 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 65,049 | 12,693 | 0.02% | 0.02% | 29 | -2,140 | -3.19% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 63,123 | 12,317 | 0.04% | 0.04% | 30 | +11,992 | 23.45% | Q4 2025 | Feb 17, 2026 |
| Crawford Fund Management, LLC | History | Added to | 61,481 | 11,996 | 1.58% | 1.44% | 31 | +18,795 | 44.03% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,283 | 11,763 | 0.0% | 0.0% | 32 | +5,329 | 9.7% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 56,882 | 11,099 | 0.0% | 0.01% | 33 | -15,061 | -20.93% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 56,119 | 10,950 | 0.1% | 0.09% | 34 | +15,952 | 39.71% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 55,715 | 10,871 | 0.0% | 0.0% | 35 | +5,388 | 10.71% | Q4 2025 | Mar 25, 2026 |
| Monaco Asset Management SAM | History | New | 53,927 | 10,522 | 1.82% | — | 36 | +53,927 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 53,852 | 10,508 | 0.0% | 0.0% | 37 | +43,252 | 408.04% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 53,785 | 10,495 | 0.01% | 0.01% | 38 | -18,570 | -25.67% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 46,718 | 9,116 | 0.0% | 0.0% | 39 | +5,879 | 14.4% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | New | 46,592 | 9,091 | 0.01% | — | 40 | +46,592 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 41,836 | 8,163 | 0.02% | 0.02% | 41 | -5,003 | -10.68% | Q4 2025 | Feb 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 38,327 | 7,478 | 0.01% | 0.01% | 42 | -7,956 | -17.19% | Q4 2025 | Feb 13, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Added to | 30,673 | 5,985 | 0.13% | 0.13% | 43 | +4,532 | 17.34% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 29,431 | 5,742 | 0.2% | 0.22% | 44 | +1,346 | 4.79% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 29,021 | 5,658 | 0.01% | 0.04% | 45 | -77,653 | -72.79% | Q4 2025 | Feb 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 28,070 | 5,477 | 0.05% | 0.05% | 46 | +5,776 | 25.91% | Q4 2025 | Feb 05, 2026 |
| GABELLI FUNDS LLC | History | New | 27,000 | 5,268 | 0.04% | — | 47 | +27,000 | New | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 26,919 | 5,252 | 0.0% | 0.0% | 48 | +9,284 | 52.65% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 24,706 | 4,821 | 0.08% | 0.1% | 49 | -3,499 | -12.41% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 24,632 | 4,806 | 0.22% | 0.12% | 50 | +9,139 | 58.99% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 24,236 | 4,729 | 0.01% | 0.03% | 51 | -15,118 | -38.42% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 23,084 | 4,504 | 0.0% | 0.0% | 52 | -975 | -4.05% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,009 | 4,489 | 0.0% | 0.0% | 53 | +611 | 2.73% | Q4 2025 | Feb 11, 2026 |
| Savoir Faire Capital Management, L.P. | History | Reduced | 21,763 | 4,246 | 2.01% | 2.94% | 54 | -17,062 | -43.95% | Q4 2025 | Feb 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 20,020 | 3,906 | 0.0% | 0.0% | 55 | +1,863 | 10.26% | Q4 2025 | Feb 17, 2026 |
| RK Asset Management, LLC | History | Added to | 19,994 | 3,901 | 3.68% | 3.65% | 56 | +979 | 5.15% | Q4 2025 | Jan 05, 2026 |
| Nuveen, LLC | History | No change | 17,440 | 3,403 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 16,551 | 3,229 | 0.0% | 0.0% | 58 | -1,032 | -5.87% | Q4 2025 | Feb 02, 2026 |
| Swiss National Bank | History | Reduced | 16,500 | 3,219 | 0.0% | 0.0% | 59 | -200 | -1.2% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 16,269 | 3,174 | 0.0% | 0.0% | 60 | +3,675 | 29.18% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 15,704 | 3,064 | 0.0% | 0.0% | 61 | -2,260 | -12.58% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 15,398 | 3,004 | 0.0% | 0.0% | 62 | -1,699 | -9.94% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 13,646 | 2,662 | 0.03% | 0.09% | 63 | -23,218 | -62.98% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 13,278 | 2,590 | 0.0% | 0.0% | 64 | -228 | -1.69% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 12,800 | 2,497 | 0.0% | 0.0% | 65 | +7,300 | 132.73% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 12,130 | 2,366 | 0.01% | 0.01% | 66 | -3,881 | -24.24% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,987 | 2,339 | 0.0% | 0.01% | 67 | -329 | -2.67% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Reduced | 11,897 | 2,321 | 0.0% | 0.0% | 68 | -2,937 | -19.8% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 11,315 | 2,207 | 0.11% | — | 69 | +11,315 | New | Q4 2025 | Feb 12, 2026 |
| Quinn Opportunity Partners LLC | History | New | 10,000 | 1,951 | 0.08% | — | 70 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 9,625 | 1,878 | 0.03% | 0.03% | 71 | -3 | -0.03% | Q4 2025 | Jan 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 9,605 | 1,874 | 0.48% | 0.52% | 72 | +114 | 1.2% | Q4 2025 | Jan 07, 2026 |
| Cardinal Capital Management | History | Reduced | 9,551 | 1,863 | 0.25% | 0.31% | 73 | -1,195 | -11.12% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Added to | 9,245 | 1,803 | 0.05% | 0.01% | 74 | +8,268 | 846.26% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 9,232 | 1,801 | 0.01% | 0.01% | 75 | -329 | -3.44% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 9,129 | 1,781 | 0.0% | 0.01% | 76 | -9,088 | -49.89% | Q4 2025 | Jan 26, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,074 | 1,770 | 0.04% | — | 77 | +9,074 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 8,426 | 1,644 | 0.0% | 0.01% | 78 | -8,204 | -49.33% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,069 | 1,574 | 0.0% | — | 79 | +8,069 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 7,990 | 1,559 | 0.0% | 0.0% | 80 | +1,230 | 18.2% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,876 | 1,536 | 0.0% | 0.0% | 81 | -35 | -0.44% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,515 | 1,467 | 0.0% | 0.0% | 82 | +480 | 6.82% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,190 | 1,457 | 0.0% | 0.0% | 83 | -3,846 | -34.85% | Q4 2025 | Jan 08, 2026 |
| Atom Investors LP | History | Reduced | 7,243 | 1,413 | 0.11% | 0.23% | 84 | -6,945 | -48.95% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 7,168 | 1,398 | 0.0% | 0.0% | 85 | +728 | 11.3% | Q4 2025 | Feb 11, 2026 |
| Tejara Capital Ltd | History | New | 6,900 | 1,346 | 0.32% | — | 86 | +6,900 | New | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 6,775 | 1,322 | 0.0% | — | 87 | +6,775 | New | Q4 2025 | Feb 12, 2026 |
| CastleKnight Management LP | History | New | 6,600 | 1,287 | 0.03% | — | 88 | +6,600 | New | Q4 2025 | Feb 17, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 6,355 | 1,240 | 0.25% | 0.91% | 89 | -15,153 | -70.45% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,936 | 1,223 | 0.0% | 0.0% | 90 | -92 | -1.53% | Q4 2025 | Feb 11, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 6,243 | 1,218 | 0.72% | 0.24% | 91 | +4,571 | 273.39% | Q4 2025 | Feb 10, 2026 |
| Skylands Capital, LLC | History | New | 6,050 | 1,180 | 0.16% | — | 92 | +6,050 | New | Q4 2025 | Jan 30, 2026 |
| CenterBook Partners LP | History | Reduced | 5,749 | 1,121 | 0.05% | 0.07% | 93 | -1,301 | -18.45% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 5,640 | 1,100 | 0.0% | 0.01% | 94 | -994 | -14.98% | Q4 2025 | Jan 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 5,546 | 1,082 | 0.0% | — | 95 | +5,546 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,484 | 1,070 | 0.0% | 0.0% | 96 | -638 | -10.42% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,459 | 1,065 | 0.0% | 0.0% | 97 | +548 | 11.16% | Q4 2025 | Feb 12, 2026 |
| Oak Thistle LLC | History | Reduced | 5,327 | 1,039 | 0.14% | 0.22% | 98 | -1,466 | -21.58% | Q4 2025 | Jan 21, 2026 |
| MAVERICK CAPITAL LTD | History | Reduced | 5,234 | 1,021 | 0.01% | 0.04% | 99 | -8,805 | -62.72% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,223 | 1,019 | 0.0% | 0.0% | 100 | +2,038 | 63.99% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Associates, LP | History | Reduced | 5,163 | 1,007 | 0.0% | 0.01% | 101 | -5,662 | -52.3% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,991 | 973 | 0.0% | — | 102 | +4,991 | New | Q4 2025 | Feb 12, 2026 |
| denkapparat Operations GmbH | History | Added to | 4,810 | 938 | 0.51% | 0.43% | 103 | +1,610 | 50.31% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,701 | 917 | 0.0% | 0.0% | 104 | -325 | -6.47% | Q4 2025 | Feb 12, 2026 |
| Eschler Asset Management LLP | History | Added to | 4,600 | 897 | 0.6% | 0.39% | 105 | +2,100 | 84.0% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 4,583 | 893 | 0.0% | 0.0% | 106 | -2,450 | -34.84% | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 4,576 | 892 | 0.0% | — | 107 | +4,576 | New | Q4 2025 | Jan 23, 2026 |
| Lotus Technology Management, LP | History | New | 4,440 | 866 | 0.48% | — | 108 | +4,440 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 4,218 | 823 | 0.0% | 0.0% | 109 | -1,449 | -25.57% | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 4,190 | 817 | 0.0% | 0.0% | 110 | -1,000 | -19.27% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 4,052 | 790 | 0.01% | 0.02% | 111 | -2,980 | -42.38% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 4,030 | 786 | 0.0% | 0.0% | 112 | -102 | -2.47% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,995 | 779 | 0.0% | 0.0% | 113 | +128 | 3.31% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Reduced | 3,971 | 774 | 0.0% | 0.0% | 114 | -928 | -18.94% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 3,826 | 746 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 3,759 | 733 | 0.0% | 0.0% | 116 | -306 | -7.53% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,744 | 730 | 0.0% | 0.0% | 117 | +1,800 | 92.59% | Q4 2025 | Feb 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 3,700 | 721 | 0.0% | 10.6% | 118 | -7,100 | -65.74% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 3,672 | 716 | 0.0% | — | 119 | +3,672 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 3,561 | 694 | 0.0% | 0.0% | 120 | -4,727 | -57.03% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,515 | 686 | 0.0% | 0.01% | 121 | -97 | -2.69% | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 3,455 | 674 | 0.01% | 0.01% | 122 | -102 | -2.87% | Q4 2025 | Jan 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,438 | 670 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 3,400 | 663 | 0.0% | 0.0% | 124 | +3,000 | 750.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 3,094 | 660 | 0.0% | 0.0% | 125 | +2,475 | 399.84% | Q4 2025 | Feb 18, 2026 |
| Walleye Trading LLC | History | Added to | 3,307 | 645 | 0.0% | 0.0% | 126 | +207 | 6.68% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,305 | 644 | 0.02% | 0.02% | 127 | -228 | -6.45% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,285 | 641 | 0.0% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 3,237 | 632 | 0.0% | 0.0% | 129 | -327 | -9.18% | Q4 2025 | Feb 13, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,208 | 626 | 0.05% | 0.06% | 130 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,201 | 624 | 0.01% | 0.01% | 131 | -452 | -12.37% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 3,186 | 622 | 0.0% | 0.0% | 132 | -2,642 | -45.33% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 3,190 | 622 | 0.01% | 0.03% | 133 | -2,579 | -44.7% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,092 | 603 | 0.0% | 0.0% | 134 | -3,292 | -51.57% | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, LLC | History | Added to | 3,076 | 600 | 0.01% | 0.01% | 135 | +153 | 5.23% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,061 | 597 | 0.0% | 0.0% | 136 | -1,289 | -29.63% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | New | 3,036 | 593 | 0.0% | — | 137 | +3,036 | New | Q4 2025 | Mar 20, 2026 |
| Inscription Capital, LLC | History | Reduced | 3,022 | 589 | 0.06% | 0.09% | 138 | -932 | -23.57% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 2,995 | 584 | 0.09% | 0.1% | 139 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 2,988 | 583 | 0.0% | 0.0% | 140 | -400 | -11.81% | Q4 2025 | Feb 04, 2026 |
| Jump Financial, LLC | History | Reduced | 2,915 | 568 | 0.01% | 0.01% | 141 | -213 | -6.81% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 2,803 | 546 | 0.03% | 0.03% | 142 | +690 | 32.65% | Q4 2025 | Feb 09, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 2,754 | 537 | 0.03% | 0.02% | 143 | +1,329 | 93.26% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,744 | 535 | 0.0% | — | 144 | +2,744 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,978 | 529 | 0.0% | 0.0% | 145 | +24,889 | 1191.43% | Q4 2025 | Mar 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 2,619 | 511 | 0.0% | 0.0% | 146 | -3,200 | -54.99% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,538 | 495 | 0.0% | 0.0% | 147 | -134 | -5.01% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,521 | 491 | 0.0% | 0.0% | 149 | +208 | 8.99% | Q4 2025 | Feb 03, 2026 |
| ICON ADVISERS INC/CO | History | No change | 2,520 | 491 | 0.11% | 0.12% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wernau Asset Management Inc. | History | No change | 2,500 | 487 | 0.26% | 0.36% | 150 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 2,364 | 461 | 0.0% | 0.0% | 151 | +670 | 39.55% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,355 | 459 | 0.04% | — | 152 | +2,355 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 2,337 | 456 | 0.0% | 0.0% | 153 | -214 | -8.39% | Q4 2025 | Jan 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,105 | 410 | 0.0% | 0.0% | 154 | +800 | 61.3% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 2,100 | 409 | 0.01% | 0.01% | 155 | -100 | -4.55% | Q4 2025 | Jan 16, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 2,085 | 406 | 0.27% | 0.31% | 156 | -150 | -6.71% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,049 | 399 | 0.0% | — | 158 | +2,049 | New | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,046 | 399 | 0.0% | 0.01% | 157 | -1,650 | -44.64% | Q4 2025 | Feb 02, 2026 |
| Walleye Capital LLC | History | Reduced | 2,000 | 390 | 0.0% | 0.0% | 160 | -2,760 | -57.98% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 1,999 | 390 | 0.02% | — | 159 | +1,999 | New | Q4 2025 | Feb 23, 2026 |
| RHS Financial, LLC | History | Added to | 1,961 | 382 | 0.19% | 0.18% | 161 | +305 | 18.42% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,925 | 375 | 0.0% | 0.0% | 162 | -105 | -5.17% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 1,915 | 373 | 0.0% | 0.0% | 163 | -1,793 | -48.35% | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 1,900 | 371 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,901 | 370 | 0.0% | 0.0% | 165 | -576 | -23.25% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 1,846 | 360 | 0.0% | 0.0% | 166 | -1,513 | -45.04% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 1,653 | 359 | 0.0% | 0.0% | 167 | -17 | -1.02% | Q4 2025 | Jan 21, 2026 |
| Callan Family Office, LLC | History | New | 1,828 | 356 | 0.01% | — | 168 | +1,828 | New | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,788 | 349 | 0.0% | 0.0% | 169 | -24 | -1.32% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 1,783 | 347 | 0.0% | 0.0% | 170 | -100 | -5.31% | Q4 2025 | Jan 29, 2026 |
| Asset Management Group, Inc. | History | Reduced | 1,775 | 346 | 0.06% | 0.22% | 171 | -4,556 | -71.96% | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | New | 1,766 | 344 | 0.2% | — | 172 | +1,766 | New | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,733 | 338 | 0.0% | 0.0% | 174 | -2,138 | -55.23% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,732 | 338 | 0.0% | 0.0% | 173 | -85 | -4.68% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 1,722 | 336 | 0.0% | 0.01% | 175 | -41 | -2.33% | Q4 2025 | Feb 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,635 | 319 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 1,604 | 312 | 0.12% | — | 178 | +1,604 | New | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,603 | 312 | 0.0% | 0.01% | 177 | -1,154 | -41.86% | Q4 2025 | Jan 26, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 1,579 | 308 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,580 | 308 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tidal Investments LLC | History | Added to | 1,539 | 300 | 0.0% | 0.0% | 181 | +406 | 35.83% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,520 | 296 | 0.0% | 0.0% | 182 | +42 | 2.84% | Q4 2025 | Feb 17, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 1,511 | 294 | 0.08% | 0.11% | 183 | -369 | -19.63% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,497 | 292 | 0.0% | 0.0% | 184 | -10,642 | -87.67% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 1,444 | 281 | 0.02% | 0.02% | 185 | +206 | 16.64% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,440 | 280 | 0.0% | 0.0% | 186 | -832 | -36.62% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 1,422 | 277 | 0.06% | — | 187 | +1,422 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,410 | 275 | 0.01% | 0.01% | 188 | -72 | -4.86% | Q4 2025 | Feb 11, 2026 |
| HUB Investment Partners, LLC | History | New | 1,390 | 271 | 0.01% | — | 189 | +1,390 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,368 | 266 | 0.0% | 0.0% | 190 | -1,788 | -56.65% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 1,333 | 260 | 0.01% | 0.02% | 191 | -730 | -35.39% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,322 | 257 | 0.0% | — | 192 | +1,322 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,317 | 257 | 0.0% | 0.01% | 193 | +100 | 8.22% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 1,307 | 255 | 0.01% | 0.02% | 194 | -1,639 | -55.63% | Q4 2025 | Jan 14, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 1,300 | 253 | 0.14% | 0.18% | 195 | -263 | -16.83% | Q4 2025 | Jan 28, 2026 |
| Hudson Bay Capital Management LP | History | New | 1,260 | 245 | 0.0% | — | 196 | +1,260 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 1,251 | 244 | 0.0% | — | 198 | +1,251 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 1,255 | 244 | 0.0% | 0.0% | 197 | +203 | 19.3% | Q4 2025 | Feb 13, 2026 |
| Claret Asset Management Corp | History | Reduced | 1,241 | 242 | 0.03% | 0.03% | 199 | -3 | -0.24% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,225 | 239 | 0.0% | 0.0% | 200 | -153 | -11.1% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,222 | 238 | 0.0% | 0.0% | 201 | -44 | -3.48% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,210 | 236 | 0.0% | 0.0% | 202 | +9 | 0.75% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,200 | 234 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 1,174 | 229 | 0.0% | 0.0% | 204 | -111 | -8.64% | Q4 2025 | Feb 17, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,172 | 228 | 0.17% | 0.36% | 205 | -2,405 | -67.24% | Q4 2025 | Jan 27, 2026 |
| Investors Research Corp | History | Reduced | 1,150 | 224 | 0.04% | 0.05% | 206 | -175 | -13.21% | Q4 2025 | Jan 06, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,137 | 221 | 0.0% | — | 208 | +1,137 | New | Q4 2025 | Feb 04, 2026 |
| Magnetar Financial LLC | History | New | 1,135 | 221 | 0.0% | — | 207 | +1,135 | New | Q4 2025 | Feb 17, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 1,136 | 221 | 0.07% | 0.04% | 209 | -58 | -4.86% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,126 | 218 | 0.0% | 0.0% | 212 | -82 | -6.79% | Q4 2025 | Jan 23, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,121 | 218 | 0.01% | 0.01% | 213 | -82 | -6.82% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,121 | 218 | 0.0% | 0.0% | 210 | +62 | 5.85% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,119 | 218 | 0.0% | 0.0% | 211 | -33 | -2.86% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | New | 1,103 | 215 | 0.01% | — | 214 | +1,103 | New | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 1,090 | 215 | 0.0% | 0.01% | 215 | -944 | -46.41% | Q4 2025 | Jan 08, 2026 |
| Texas Yale Capital Corp. | History | No change | 1,082 | 211 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 957 | 210 | 0.01% | 0.01% | 218 | -1,157 | -54.73% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,077 | 210 | 0.02% | 0.03% | 217 | -641 | -37.31% | Q4 2025 | Jan 29, 2026 |
| DRW Securities, LLC | History | New | 1,058 | 206 | 0.01% | — | 219 | +1,058 | New | Q4 2025 | Feb 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 920 | 203 | 0.05% | — | 220 | +920 | New | Q4 2025 | Jan 26, 2026 |
| Caldwell Trust Co | History | No change | 1,000 | 195 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 995 | 194 | 0.0% | — | 222 | +995 | New | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 990 | 193 | 0.13% | 0.14% | 223 | -14 | -1.39% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 953 | 186 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 911 | 177 | 0.0% | 0.0% | 225 | +372 | 69.02% | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 900 | 175 | 0.11% | 0.12% | 226 | -60 | -6.25% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 854 | 166 | 0.0% | 0.0% | 227 | -134 | -13.56% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 811 | 158 | 0.01% | 0.01% | 228 | -243 | -23.06% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 695 | 135 | 0.0% | — | 229 | +695 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 607 | 118 | 0.0% | 0.0% | 230 | -1,472 | -70.8% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 587 | 114 | 0.0% | 0.0% | 232 | -125 | -17.56% | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 585 | 114 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | Reduced | 567 | 110 | 0.01% | 0.04% | 233 | -693 | -55.0% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 531 | 103 | 0.0% | 0.0% | 234 | +1 | 0.19% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 504 | 98 | 0.0% | 0.0% | 235 | -254 | -33.51% | Q4 2025 | Feb 11, 2026 |
| WEXFORD CAPITAL LP | History | New | 493 | 96 | 0.02% | — | 236 | +493 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 457 | 89 | 0.0% | 0.0% | 237 | -33 | -6.73% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 437 | 85 | 0.0% | 0.0% | 238 | +157 | 56.07% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 427 | 83 | 0.0% | 0.0% | 239 | +28 | 7.02% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 405 | 79 | 0.0% | 0.0% | 240 | -5 | -1.22% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 372 | 72 | 0.0% | 0.0% | 241 | -68 | -15.45% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 343 | 66 | 0.0% | 0.01% | 242 | -291 | -45.9% | Q4 2025 | Feb 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 333 | 64 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UMB Bank, n.a. | History | Added to | 315 | 61 | 0.0% | 0.0% | 244 | +18 | 6.06% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 281 | 54 | 0.01% | 0.02% | 245 | -234 | -45.44% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 267 | 52 | 0.0% | 0.0% | 247 | +35 | 15.09% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 268 | 52 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GROUP ONE TRADING LLC | History | New | 264 | 51 | 0.0% | — | 248 | +264 | New | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Added to | 250 | 49 | 0.03% | 0.01% | 249 | +161 | 180.9% | Q4 2025 | Feb 06, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 155 | 48 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 242 | 47 | 0.0% | 0.0% | 251 | -126 | -34.24% | Q4 2025 | Jan 13, 2026 |
| Sachetta, LLC | History | No change | 245 | 47 | 0.03% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 233 | 45 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 227 | 44 | 0.0% | 0.0% | 254 | +38 | 20.11% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 211 | 41 | 0.0% | 0.0% | 255 | -67 | -24.1% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 199 | 38 | 0.0% | 0.0% | 256 | -187 | -48.45% | Q4 2025 | Jan 30, 2026 |
| Plato Investment Management Ltd | History | No change | 198 | 38 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STRS OHIO | History | Reduced | 185 | 36 | 0.0% | 0.0% | 258 | -5 | -2.63% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 179 | 34 | 0.0% | — | 259 | +179 | New | Q4 2025 | Jan 21, 2026 |
| Aquatic Capital Management LLC | History | New | 168 | 32 | 0.0% | — | 260 | +168 | New | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 160 | 31 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 154 | 30 | 0.0% | 0.0% | 263 | -1 | -0.65% | Q4 2025 | Mar 16, 2026 |
| MCF Advisors LLC | History | No change | 156 | 30 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 150 | 29 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 145 | 28 | 0.01% | 0.02% | 266 | -142 | -49.48% | Q4 2025 | Jan 08, 2026 |
| First Command Advisory Services, Inc. | History | No change | 145 | 28 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 133 | 25 | 0.0% | 0.0% | 267 | -20 | -13.07% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 109 | 21 | 0.0% | 0.0% | 268 | +70 | 179.49% | Q4 2025 | Jan 08, 2026 |
| DV Trading LLC | History | New | 100 | 19 | 0.0% | — | 269 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 100 | 19 | 0.0% | — | 270 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 100 | 19 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 100 | 19 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | No change | 100 | 19 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 88 | 17 | 0.0% | 0.0% | 274 | -71 | -44.65% | Q4 2025 | Jan 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 77 | 15 | 0.0% | 0.0% | 275 | +71 | 1183.33% | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 73 | 14 | 0.0% | 0.0% | 276 | +10 | 15.87% | Q4 2025 | Feb 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 71 | 13 | 0.0% | 0.0% | 279 | -3 | -4.05% | Q4 2025 | Jan 26, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 63 | 13 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 70 | 13 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Beacon Financial Strategies CORP | History | New | 66 | 12 | 0.01% | — | 282 | +66 | New | Q4 2025 | Jan 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 62 | 12 | 0.0% | — | 280 | +62 | New | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 62 | 12 | 0.0% | 0.0% | 281 | +5 | 8.77% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 57 | 11 | 0.0% | 0.0% | 283 | -69 | -54.76% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 56 | 10 | 0.0% | 0.0% | 286 | -289 | -83.77% | Q4 2025 | Jan 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 56 | 10 | 0.0% | 0.0% | 284 | +16 | 40.0% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Reduced | 53 | 10 | 0.0% | 0.0% | 285 | -5 | -8.62% | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kozak & Associates, Inc. | History | No change | 48 | 9 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DAGCO, INC. | History | No change | 50 | 9 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Hilltop National Bank | History | No change | 50 | 9 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 42 | 8 | 0.0% | 0.0% | 292 | -202 | -82.79% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 42 | 8 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Signature Equity Partners, LLC | History | New | 38 | 7 | 0.0% | — | 293 | +38 | New | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | New | 33 | 6 | 0.0% | — | 295 | +33 | New | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34 | 6 | 0.0% | 0.0% | 294 | +24 | 240.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 31 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 33 | 6 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 28 | 5 | 0.0% | 0.0% | 298 | -310 | -91.72% | Q4 2025 | Feb 09, 2026 |
| WealthCollab, LLC | History | New | 30 | 5 | 0.0% | — | 301 | +30 | New | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 28 | 5 | 0.0% | 0.0% | 300 | +1 | 3.7% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 24 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 22 | 4 | 0.0% | 0.0% | 304 | +13 | 144.44% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 22 | 4 | 0.0% | 0.0% | 303 | -2 | -8.33% | Q4 2025 | Feb 05, 2026 |
| Leonteq Securities AG | History | No change | 21 | 4 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 20 | 3 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 15 | 2 | 0.0% | — | 314 | +15 | New | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 13 | 2 | 0.0% | — | 312 | +13 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 13 | 2 | 0.0% | 0.0% | 309 | -11 | -45.83% | Q4 2025 | Feb 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 14 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 15 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fortis Group Advisors, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CNB Bank | History | Reduced | 8 | 1 | 0.0% | 0.0% | 319 | -44 | -84.62% | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 10 | 1 | 0.0% | — | 323 | +10 | New | Q4 2025 | Jan 30, 2026 |
| Ares Financial Consulting, LLC | History | New | 10 | 1 | 0.0% | — | 324 | +10 | New | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 6 | 1 | 0.0% | 0.0% | 315 | -9 | -60.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | New | 6 | 1 | 0.0% | — | 316 | +6 | New | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 7 | 1 | 0.0% | 0.0% | 317 | -1 | -12.5% | Q4 2025 | Feb 23, 2026 |
| Kilter Group LLC | History | Added to | 6 | 1 | 0.0% | 0.0% | 322 | +1 | 20.0% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -231,467 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -145,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,806 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,680 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -14,662 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 2 | 0 | — | 0.03% | — | -9,890 | -99.98% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -9,217 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CLOUGH CAPITAL PARTNERS L P | History | Closed out | 0 | 0 | — | 0.14% | — | -7,440 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,961 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,307 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,149 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,055 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,045 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,017 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -1,942 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,864 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,829 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -1,756 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,634 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,508 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.06% | — | -1,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,496 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Profit Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -1,378 | -100.0% | Q3 2025 | Oct 14, 2025 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,305 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,255 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,217 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,179 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Summit Place Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,146 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,135 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,092 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,076 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caerus Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,017 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -980 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -972 | -100.0% | Q3 2025 | Nov 13, 2025 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -367 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -102 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NewEdge Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -66 | -97.06% | Q4 2025 | Feb 18, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Clearstead Trust, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -11 | -84.62% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -11 | -84.62% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Stephens Consulting, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Larson Financial Group LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -5 | -50.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Spire Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5 | 0 | — | 0.0% | — | -2 | -28.57% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 14, 2026 |
| Trust Co | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 15, 2026 |
| Elyxium Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Independence Bank of Kentucky | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |