SOUTHSIDE BANCSHARES INC - SBSI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,274,732 | 129,909 | 0.0% | 0.0% | 1 | +153,386 | 3.72% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,031,944 | 61,750 | 0.0% | 0.0% | 2 | +31,575 | 1.58% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,377,249 | 41,856 | 0.01% | 0.01% | 3 | -5,274 | -0.38% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,308,609 | 39,768 | 0.0% | 0.0% | 4 | +7,706 | 0.59% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 686,101 | 20,851 | 0.0% | 0.0% | 5 | -3,187 | -0.46% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 460,446 | 13,992 | 0.02% | 0.02% | 6 | -46,439 | -9.16% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 405,877 | 12,334 | 0.0% | 0.0% | 7 | +37,253 | 10.11% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 351,713 | 10,688 | 0.0% | 0.0% | 8 | +36,675 | 11.64% | Q4 2025 | Mar 25, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 348,665 | 10,595 | 0.01% | 0.01% | 9 | -5,026 | -1.42% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 310,854 | 9,446 | 0.0% | 0.0% | 10 | -16,383 | -5.01% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 266,540 | 8,101 | 0.0% | — | 11 | +266,540 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 263,365 | 8,003 | 0.0% | 0.0% | 12 | +10,913 | 4.32% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 259,897 | 7,898 | 0.0% | 0.0% | 13 | -14,559 | -5.3% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 258,978 | 7,870 | 0.0% | 0.0% | 14 | -43,649 | -14.42% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 253,314 | 7,698 | 0.0% | 0.0% | 15 | -27,727 | -9.87% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 244,300 | 7,424 | 0.01% | 0.01% | 16 | +12,800 | 5.53% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 199,506 | 6,062 | 0.01% | 0.01% | 17 | -6,559 | -3.18% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 195,369 | 5,937 | 0.0% | 0.0% | 18 | -192,156 | -49.59% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 164,347 | 4,994 | 0.01% | 0.01% | 19 | +11,744 | 7.7% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 146,796 | 4,461 | 0.0% | 0.0% | 20 | -104,633 | -41.62% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 141,785 | 4,308 | 0.0% | 0.0% | 21 | -344 | -0.24% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 134,723 | 4,094 | 0.0% | 0.0% | 22 | -1,848 | -1.35% | Q4 2025 | Feb 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 133,966 | 4,071 | 0.0% | 0.0% | 23 | -4,461 | -3.22% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 118,065 | 3,587 | 0.0% | 0.0% | 24 | +22,780 | 23.91% | Q4 2025 | Feb 17, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Reduced | 116,879 | 3,551 | 0.65% | 1.09% | 25 | -92,547 | -44.19% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 116,421 | 3,538 | 0.0% | 0.0% | 26 | +27,577 | 31.04% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 98,042 | 2,979 | 0.01% | 0.01% | 27 | -12,274 | -11.13% | Q4 2025 | Feb 13, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 92,789 | 2,819 | 0.38% | — | 28 | +92,789 | New | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 92,388 | 2,807 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bayview Asset Management, LLC | History | Added to | 85,457 | 2,597 | 0.6% | 0.4% | 30 | +27,957 | 48.62% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 79,425 | 2,413 | 0.0% | 0.0% | 31 | -4,496 | -5.36% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 75,258 | 2,290 | 0.0% | 0.0% | 32 | -3,190 | -4.07% | Q4 2025 | Feb 09, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 69,500 | 2,113 | 1.2% | 1.15% | 33 | -2,400 | -3.34% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 66,714 | 2,027 | 0.0% | 0.0% | 34 | +54,156 | 431.25% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 64,678 | 1,993 | 0.0% | 0.0% | 35 | +17,288 | 36.48% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 63,506 | 1,929 | 0.0% | 0.0% | 36 | +2,413 | 3.95% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 63,094 | 1,917 | 0.0% | 0.0% | 37 | +4,603 | 7.87% | Q4 2025 | Feb 13, 2026 |
| Polaris Capital Management, LLC | History | Added to | 62,227 | 1,891 | 0.16% | 0.11% | 38 | +727 | 1.18% | Q4 2025 | Jan 29, 2026 |
| Pingora Partners LLC | History | Added to | 61,745 | 1,876 | 1.15% | 1.01% | 39 | +7,900 | 14.67% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 61,367 | 1,864 | 0.04% | 0.03% | 40 | +17,264 | 39.14% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 61,246 | 1,861 | 0.0% | 0.0% | 41 | -25,414 | -29.33% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | No change | 55,818 | 1,696 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 53,871 | 1,637 | 0.0% | 0.0% | 43 | -986 | -1.8% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | No change | 53,630 | 1,629 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 51,590 | 1,567 | 0.0% | 0.0% | 45 | +9,392 | 22.26% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 51,157 | 1,554 | 0.0% | 0.0% | 46 | +13,467 | 35.73% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 50,658 | 1,539 | 0.02% | 0.01% | 47 | +14,257 | 39.17% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,926 | 1,518 | 0.0% | 0.0% | 48 | +10,238 | 25.8% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 47,590 | 1,446 | 0.07% | 0.05% | 49 | +23,582 | 98.23% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 41,618 | 1,264 | 0.0% | 0.0% | 50 | -2,075 | -4.75% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 40,786 | 1,259 | 0.0% | — | 51 | +40,786 | New | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 36,404 | 1,106 | 0.0% | 0.0% | 52 | +640 | 1.79% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 35,106 | 1,066 | 0.01% | 0.01% | 53 | +12,512 | 55.38% | Q4 2025 | Feb 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 34,620 | 1,052 | 0.0% | 0.0% | 54 | -4,430 | -11.34% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 30,867 | 938 | 0.02% | 0.01% | 55 | +6,264 | 25.46% | Q4 2025 | Feb 18, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 28,278 | 859 | 0.02% | 0.01% | 56 | +1,194 | 4.41% | Q4 2025 | Jan 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 26,985 | 820 | 0.0% | 0.0% | 57 | +42 | 0.16% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,544 | 806 | 0.0% | 0.0% | 58 | -25 | -0.09% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 25,984 | 789 | 0.0% | 0.0% | 59 | +1,641 | 6.74% | Q4 2025 | Feb 11, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 24,242 | 736 | 1.11% | 1.06% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 22,152 | 673 | 0.0% | 0.0% | 61 | -695 | -3.04% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,569 | 655 | 0.0% | 0.0% | 62 | +3,201 | 17.43% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,420 | 590 | 0.0% | 0.0% | 63 | -979 | -4.8% | Q4 2025 | Feb 05, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 18,471 | 561 | 0.0% | 0.0% | 64 | -2,067 | -10.06% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 18,017 | 547 | 0.0% | — | 65 | +18,017 | New | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 17,304 | 525 | 0.02% | 0.02% | 66 | -4,480 | -20.57% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Reduced | 17,247 | 524 | 0.0% | 0.0% | 67 | -4,621 | -21.13% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,994 | 516 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 16,683 | 506 | 0.0% | 0.0% | 69 | -1,173 | -6.57% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,265 | 494 | 0.0% | 0.0% | 70 | +1,521 | 10.32% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 15,601 | 473 | 0.01% | 0.0% | 71 | +162 | 1.05% | Q4 2025 | Jan 23, 2026 |
| Inspire Investing, LLC | History | Reduced | 15,337 | 466 | 0.04% | 0.04% | 72 | -784 | -4.86% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 15,309 | 465 | 0.03% | — | 73 | +15,309 | New | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Reduced | 14,795 | 449 | 0.0% | 0.0% | 74 | -1,187 | -7.43% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 14,535 | 441 | 0.01% | 0.01% | 75 | -923 | -5.97% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,882 | 421 | 0.0% | 0.0% | 76 | +94 | 0.68% | Q4 2025 | Feb 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,532 | 411 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Odyssean, LLC | History | New | 13,523 | 410 | 0.29% | — | 78 | +13,523 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,408 | 407 | 0.0% | 0.0% | 79 | -152 | -1.12% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,900 | 392 | 0.01% | 0.01% | 80 | -100 | -0.77% | Q4 2025 | Jan 16, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,825 | 390 | 0.0% | 0.0% | 81 | +2,731 | 27.06% | Q4 2025 | Jan 09, 2026 |
| Redwood Family Wealth LLC | History | New | 12,606 | 383 | 0.38% | — | 82 | +12,606 | New | Q4 2025 | Mar 06, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 11,319 | 364 | 0.0% | 0.0% | 83 | +3,950 | 53.6% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 11,910 | 362 | 0.0% | 0.0% | 84 | -20 | -0.17% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,855 | 360 | 0.0% | 0.0% | 85 | -240 | -1.98% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,725 | 325 | 0.0% | 0.0% | 86 | +109 | 1.03% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 10,611 | 322 | 0.01% | — | 87 | +10,611 | New | Q4 2025 | Feb 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,268 | 312 | 0.0% | 0.0% | 88 | -5,300 | -34.04% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,091 | 306 | 0.0% | 0.0% | 89 | +2,677 | 36.11% | Q4 2025 | Jan 27, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 9,856 | 299 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 9,412 | 286 | 0.03% | 0.03% | 92 | +8 | 0.09% | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,434 | 286 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 9,268 | 281 | 0.0% | — | 93 | +9,268 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 9,064 | 275 | 0.0% | — | 94 | +9,064 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 8,737 | 265 | 0.0% | 0.0% | 95 | +191 | 2.23% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 8,597 | 261 | 0.0% | 0.0% | 96 | -479 | -5.28% | Q4 2025 | Jan 30, 2026 |
| EntryPoint Capital, LLC | History | No change | 8,435 | 256 | 0.1% | 0.09% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,403 | 255 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Added to | 8,311 | 252 | 0.0% | 0.0% | 99 | +871 | 11.71% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 8,292 | 251 | 0.02% | 0.02% | 101 | -1,100 | -11.71% | Q4 2025 | Feb 04, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,257 | 251 | 0.0% | 0.0% | 100 | -93 | -1.11% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,082 | 245 | 0.0% | 0.0% | 102 | -139 | -1.69% | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,997 | 243 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,618 | 242 | 0.0% | 0.0% | 104 | -1,134 | -12.96% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 7,956 | 241 | 0.0% | 0.0% | 105 | -538 | -6.33% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | New | 7,556 | 229 | 0.0% | — | 106 | +7,556 | New | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 7,438 | 226 | 0.05% | 0.04% | 107 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 7,382 | 224 | 0.0% | 0.0% | 108 | +1,306 | 21.49% | Q4 2025 | Jan 26, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 7,176 | 218 | 0.0% | 0.0% | 109 | -986 | -12.08% | Q4 2025 | Jan 29, 2026 |
| Bill Few Associates, Inc. | History | New | 7,131 | 216 | 0.05% | — | 111 | +7,131 | New | Q4 2025 | Jan 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,116 | 216 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,997 | 212 | 0.0% | 0.0% | 112 | -204 | -2.83% | Q4 2025 | Feb 10, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 6,864 | 208 | 0.05% | — | 113 | +6,864 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,725 | 204 | 0.0% | 0.0% | 114 | -4,853 | -41.92% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,510 | 197 | 0.0% | 0.0% | 115 | +100 | 1.56% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,100 | 185 | 0.0% | 0.0% | 116 | +500 | 8.93% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Added to | 5,078 | 154 | 0.01% | 0.0% | 117 | +5,004 | 6762.16% | Q4 2025 | Feb 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,807 | 115 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Added to | 3,157 | 95 | 0.0% | 0.0% | 119 | +220 | 7.49% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,932 | 89 | 0.0% | 0.01% | 120 | -10,822 | -78.68% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,738 | 83 | 0.0% | 0.0% | 121 | +2,681 | 4703.51% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,597 | 78 | 0.0% | 0.0% | 122 | -229 | -8.1% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,417 | 73 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | No change | 2,278 | 69 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,214 | 67 | 0.0% | 0.0% | 126 | -7,650 | -77.55% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,205 | 67 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 1,915 | 58 | 0.0% | 0.01% | 128 | -5,170 | -72.97% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,895 | 58 | 0.0% | 0.0% | 127 | -960 | -33.63% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 1,809 | 54 | 0.0% | 0.0% | 129 | +380 | 26.59% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,671 | 50 | 0.0% | 0.0% | 130 | -325 | -16.28% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,652 | 50 | 0.0% | 0.0% | 131 | +184 | 12.53% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,570 | 47 | 0.0% | 0.0% | 132 | +2 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,494 | 45 | 0.0% | — | 133 | +1,494 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,375 | 41 | 0.0% | 0.01% | 134 | -9,913 | -87.82% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,225 | 37 | 0.0% | 0.0% | 135 | +462 | 60.55% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 987 | 29 | 0.0% | 0.0% | 136 | -11 | -1.1% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 643 | 19 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 603 | 18 | 0.0% | 0.0% | 138 | -215 | -26.28% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 578 | 17 | 0.0% | — | 139 | +578 | New | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 581 | 16 | 0.0% | — | 141 | +581 | New | Q4 2025 | Feb 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 539 | 16 | 0.0% | 0.0% | 140 | +39 | 7.8% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | No change | 540 | 16 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 496 | 15 | 0.0% | 0.0% | 143 | +119 | 31.56% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 439 | 13 | 0.0% | — | 146 | +422 | 2482.35% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | Added to | 459 | 13 | 0.0% | 0.0% | 144 | +283 | 160.8% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 459 | 13 | 0.0% | 0.0% | 145 | -40 | -8.02% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | New | 297 | 9 | 0.0% | — | 147 | +297 | New | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | New | 278 | 8 | 0.0% | — | 148 | +278 | New | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 256 | 8 | 0.0% | 0.0% | 149 | +90 | 54.22% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 192 | 5 | 0.0% | 0.0% | 150 | +121 | 170.42% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 143 | 4 | 0.0% | — | 152 | +143 | New | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 153 | 4 | 0.0% | — | 153 | +137 | 856.25% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 144 | 4 | 0.0% | 0.0% | 151 | -2 | -1.37% | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | New | 107 | 3 | 0.0% | — | 155 | +107 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 104 | 3 | 0.0% | — | 157 | +104 | New | Q4 2025 | Mar 03, 2026 |
| Optiver Holding B.V. | History | Reduced | 122 | 3 | 0.0% | 0.0% | 156 | -70 | -36.46% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 112 | 3 | 0.0% | 0.0% | 154 | +37 | 49.33% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 95 | 2 | 0.0% | 0.0% | 158 | -74 | -43.79% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 49 | 1 | 0.0% | 0.0% | 162 | -785 | -94.12% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 61 | 1 | 0.0% | 0.0% | 164 | -294 | -82.82% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | New | 58 | 1 | 0.0% | — | 163 | +58 | New | Q4 2025 | Feb 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 52 | 1 | 0.0% | — | 165 | +47 | 940.0% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 43 | 1 | 0.0% | — | 161 | +43 | New | Q4 2025 | Jan 07, 2026 |
| Bare Financial Services, Inc | History | New | 42 | 1 | 0.0% | — | 167 | +42 | New | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 42 | 1 | 0.0% | — | 168 | +42 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 37 | 1 | 0.0% | — | 160 | +26 | 236.36% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 64 | 1 | 0.0% | 0.0% | 166 | +6 | 10.34% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 46 | 1 | 0.0% | 0.0% | 159 | +4 | 9.52% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,129 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -36,963 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,753 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,497 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,503 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,698 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -14,068 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -13,293 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RAHLFS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,423 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,312 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.17% | — | -8,980 | -100.0% | Q3 2025 | Dec 09, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,536 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,417 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -1,575 | -99.62% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -27 | -57.45% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Torren Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 20, 2026 |
| Avion Wealth | History | Added to | 18 | 0 | — | — | — | +1 | 5.88% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |