STEPAN CO - SCL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 3,301,567 | 156,362 | 0.0% | 0.0% | 1 | +103,289 | 3.23% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,574,880 | 121,946 | 0.0% | 0.0% | 2 | +4,620 | 0.18% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,589,872 | 75,296 | 0.08% | 0.09% | 3 | -9,211 | -0.58% | Q4 2025 | Feb 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,123,035 | 53,186 | 0.01% | 0.01% | 4 | -100,574 | -8.22% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 912,504 | 43,216 | 0.0% | 0.0% | 5 | -5,101 | -0.56% | Q4 2025 | Feb 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 900,377 | 42,641 | 0.82% | 0.67% | 6 | +205,157 | 29.51% | Q4 2025 | Jan 23, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 741,307 | 35,108 | 0.29% | 0.52% | 7 | -783,807 | -51.39% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 612,054 | 28,986 | 0.01% | 0.01% | 8 | +25,581 | 4.36% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 514,401 | 24,362 | 0.0% | 0.0% | 9 | +2,060 | 0.4% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 477,456 | 22,612 | 0.0% | 0.0% | 10 | +23,097 | 5.08% | Q4 2025 | Feb 13, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 407,767 | 19,311 | 2.7% | 2.76% | 11 | -38,889 | -8.71% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 310,346 | 14,698 | 0.0% | 0.0% | 12 | +40,750 | 15.12% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 299,970 | 14,206 | 0.0% | 0.0% | 13 | +198,457 | 195.5% | Q4 2025 | Mar 25, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 285,918 | 13,541 | 0.01% | 0.01% | 14 | +76,711 | 36.67% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 237,872 | 11,265 | 0.0% | 0.0% | 15 | -2,281 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 223,056 | 10,563 | 0.04% | 0.05% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 190,775 | 9,035 | 0.14% | 0.13% | 17 | +29,901 | 18.59% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 189,072 | 8,954 | 0.01% | 0.0% | 18 | +143,852 | 318.12% | Q4 2025 | Feb 17, 2026 |
| Invenomic Capital Management LP | History | Added to | 183,264 | 8,679 | 0.4% | 0.42% | 19 | +2,547 | 1.41% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 169,815 | 8,042 | 0.0% | 0.0% | 20 | +1,735 | 1.03% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 168,537 | 7,981 | 0.03% | 0.03% | 21 | +160 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 163,111 | 7,724 | 0.0% | 0.0% | 22 | +33,048 | 25.41% | Q4 2025 | Feb 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 154,903 | 7,336 | 0.0% | 0.0% | 23 | +82,825 | 114.91% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 136,750 | 6,476 | 0.01% | 0.01% | 24 | +7,365 | 5.69% | Q4 2025 | Feb 06, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 129,113 | 6,114 | 1.09% | 1.19% | 25 | -12,800 | -9.02% | Q4 2025 | Jan 26, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 127,874 | 6,056 | 0.13% | 0.12% | 26 | +7,563 | 6.29% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 123,452 | 5,846 | 0.0% | 0.0% | 27 | -90,673 | -42.35% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 119,411 | 5,655 | 0.0% | 0.0% | 28 | +4,522 | 3.94% | Q4 2025 | Feb 02, 2026 |
| Point72 Asset Management, L.P. | History | New | 118,418 | 5,608 | 0.01% | — | 29 | +118,418 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 107,312 | 5,083 | 0.01% | 0.0% | 30 | +107,230 | 130768.29% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 94,973 | 4,497 | 0.0% | 0.0% | 31 | +73,758 | 347.67% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 87,508 | 4,144 | 0.01% | 0.0% | 32 | +17,159 | 24.39% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 84,806 | 4,016 | 0.0% | 0.0% | 33 | +33,456 | 65.15% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 81,130 | 3,842 | 0.0% | 0.0% | 34 | +46,657 | 135.34% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 79,786 | 3,778 | 0.01% | — | 35 | +79,786 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 78,873 | 3,735 | 0.0% | 0.0% | 36 | -425 | -0.54% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 78,049 | 3,696 | 0.0% | 0.01% | 37 | -71,039 | -47.65% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 74,449 | 3,525 | 0.01% | 0.01% | 38 | -9,385 | -11.19% | Q4 2025 | Feb 13, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | Reduced | 71,680 | 3,394 | 0.88% | 1.0% | 39 | -5,838 | -7.53% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 67,400 | 3,192 | 0.01% | 0.0% | 40 | +50,200 | 291.86% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 65,612 | 3,107 | 0.0% | 0.0% | 41 | +3,724 | 6.02% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 64,621 | 3,060 | 0.0% | 0.0% | 42 | -3,392 | -4.99% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 60,105 | 2,846 | 0.01% | 0.01% | 43 | +5,004 | 9.08% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 57,515 | 2,723 | 0.0% | 0.0% | 44 | +6,579 | 12.92% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 55,279 | 2,618 | 0.0% | 0.0% | 45 | +4,973 | 9.89% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 54,294 | 2,571 | 0.0% | 0.0% | 46 | -1,710 | -3.05% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 51,001 | 2,415 | 0.0% | 0.0% | 47 | +30,609 | 150.1% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Reduced | 48,710 | 2,306 | 0.28% | 0.44% | 48 | -16,011 | -24.74% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 47,471 | 2,248 | 0.1% | 0.09% | 49 | -488 | -1.02% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 46,684 | 2,210 | 0.0% | 0.0% | 50 | -42,539 | -47.68% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 46,410 | 2,198 | 0.0% | 0.0% | 51 | +29,017 | 166.83% | Q4 2025 | Jan 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 43,975 | 2,082 | 0.0% | 0.0% | 52 | -769 | -1.72% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 42,852 | 2,029 | 0.29% | 0.24% | 53 | +7,217 | 20.25% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 42,400 | 2,008 | 0.0% | 0.0% | 54 | +900 | 2.17% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,359 | 1,816 | 0.0% | 0.0% | 55 | +320 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 38,365 | 1,816 | 0.0% | 0.0% | 56 | +5 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 35,699 | 1,690 | 0.04% | 0.03% | 57 | +7,717 | 27.58% | Q4 2025 | Feb 13, 2026 |
| Pullen Investment Management, LLC | History | Reduced | 35,428 | 1,677 | 0.88% | 1.04% | 58 | -4,909 | -12.17% | Q4 2025 | Jan 20, 2026 |
| CenterBook Partners LP | History | Reduced | 33,615 | 1,592 | 0.08% | 0.24% | 59 | -67,117 | -66.63% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 29,592 | 1,401 | 0.0% | 0.0% | 60 | -761 | -2.51% | Q4 2025 | Jan 30, 2026 |
| Dean Capital Management | History | Reduced | 29,144 | 1,380 | 0.59% | 0.55% | 61 | -274 | -0.93% | Q4 2025 | Feb 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 28,917 | 1,369 | 0.0% | 0.01% | 62 | -28,729 | -49.84% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Added to | 28,715 | 1,359 | 0.09% | 0.04% | 63 | +14,617 | 103.68% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 28,191 | 1,335 | 0.0% | 0.0% | 64 | -32,693 | -53.7% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 27,124 | 1,284 | 0.02% | 0.02% | 65 | -6,096 | -18.35% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 27,075 | 1,282 | 0.07% | 0.01% | 66 | +22,370 | 475.45% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,883 | 1,273 | 0.0% | 0.0% | 67 | +11,662 | 76.62% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 26,039 | 1,233 | 0.0% | 0.0% | 68 | -98,965 | -79.17% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,687 | 1,217 | 0.0% | 0.0% | 69 | +5,065 | 24.56% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,227 | 1,147 | 0.0% | 0.0% | 70 | +7,575 | 45.49% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 24,079 | 1,140 | 0.0% | 0.0% | 71 | -1,436 | -5.63% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 23,890 | 1,131 | 0.01% | 0.0% | 72 | +14,995 | 168.58% | Q4 2025 | Feb 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 22,585 | 1,069 | 0.12% | 0.13% | 73 | -730 | -3.13% | Q4 2025 | Jan 14, 2026 |
| SEI INVESTMENTS CO | History | New | 21,893 | 1,036 | 0.0% | — | 74 | +21,893 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,665 | 1,026 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,711 | 980 | 0.0% | 0.0% | 76 | -18 | -0.09% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 16,858 | 971 | 0.0% | 0.0% | 77 | +7,703 | 84.14% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,927 | 896 | 0.0% | 0.0% | 78 | -30,673 | -61.84% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,377 | 870 | 0.0% | 0.0% | 79 | -735 | -3.85% | Q4 2025 | Feb 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 17,803 | 841 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,443 | 826 | 0.0% | 0.0% | 81 | -2,321 | -11.74% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,884 | 799 | 0.0% | 0.0% | 82 | +5,599 | 49.61% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 16,804 | 795 | 0.0% | 0.0% | 83 | -597 | -3.43% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 15,546 | 736 | 0.0% | — | 84 | +15,546 | New | Q4 2025 | Feb 10, 2026 |
| Legato Capital Management LLC | History | Reduced | 15,379 | 728 | 0.06% | 0.1% | 85 | -3,035 | -16.48% | Q4 2025 | Feb 06, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 14,286 | 676 | 0.38% | 0.4% | 86 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 13,754 | 651 | 0.0% | 0.0% | 87 | -1,788 | -11.5% | Q4 2025 | Jan 26, 2026 |
| Horizon Investments, LLC | History | New | 13,157 | 623 | 0.01% | — | 88 | +13,157 | New | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 13,049 | 617 | 0.0% | 0.0% | 89 | +4,600 | 54.44% | Q4 2025 | Mar 20, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,659 | 599 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 12,435 | 588 | 0.0% | — | 91 | +12,435 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,153 | 575 | 0.0% | 0.0% | 92 | -4,840 | -28.48% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 11,858 | 561 | 0.01% | 0.01% | 93 | +130 | 1.11% | Q4 2025 | Jan 23, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 11,294 | 534 | 0.01% | 0.01% | 94 | -395 | -3.38% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 10,375 | 491 | 0.0% | 0.0% | 95 | -8,016 | -43.59% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,078 | 477 | 0.0% | 0.0% | 96 | +3,927 | 63.84% | Q4 2025 | Jan 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,026 | 474 | 0.0% | 0.0% | 97 | +9 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 9,923 | 469 | 0.04% | 0.04% | 98 | +405 | 4.26% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 9,800 | 464 | 0.0% | 0.0% | 99 | -379 | -3.72% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,800 | 464 | 0.01% | 0.01% | 100 | -100 | -1.01% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 9,745 | 461 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 9,543 | 451 | 0.0% | 0.0% | 102 | -320 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 9,500 | 449 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,340 | 442 | 0.0% | — | 104 | +9,340 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 9,129 | 432 | 0.0% | — | 105 | +9,129 | New | Q4 2025 | Feb 13, 2026 |
| GENDELL JEFFREY L | History | New | 9,085 | 430 | 0.01% | — | 106 | +9,085 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 9,047 | 428 | 0.0% | 0.0% | 107 | +4,667 | 106.55% | Q4 2025 | Jan 27, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 8,318 | 393 | 0.13% | 0.15% | 108 | -1,167 | -12.3% | Q4 2025 | Feb 12, 2026 |
| Ethic Inc. | History | Added to | 8,126 | 384 | 0.01% | 0.01% | 109 | +1,656 | 25.6% | Q4 2025 | Feb 03, 2026 |
| Polymer Capital Management (US) LLC | History | New | 7,949 | 376 | 0.04% | — | 111 | +7,949 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,943 | 376 | 0.0% | 0.01% | 110 | -7,890 | -49.83% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 7,721 | 365 | 0.0% | — | 112 | +7,721 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 7,200 | 341 | 0.0% | — | 114 | +7,200 | New | Q4 2025 | Feb 13, 2026 |
| Swedbank AB | History | No change | 7,201 | 341 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rathbones Group PLC | History | No change | 6,650 | 314 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 6,436 | 304 | 0.07% | — | 116 | +6,436 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 6,351 | 301 | 0.0% | 0.0% | 117 | +72 | 1.15% | Q4 2025 | Feb 05, 2026 |
| Forum Financial Management, LP | History | No change | 6,255 | 296 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,792 | 295 | 0.0% | 0.0% | 119 | -798 | -12.11% | Q4 2025 | Jan 21, 2026 |
| PharVision Advisers, LLC | History | Added to | 6,203 | 293 | 0.15% | 0.13% | 120 | +1,357 | 28.0% | Q4 2025 | Feb 17, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 6,100 | 288 | 0.07% | 0.04% | 121 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | New | 6,072 | 287 | 0.0% | — | 122 | +6,072 | New | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Added to | 6,001 | 284 | 0.01% | 0.0% | 123 | +1,963 | 48.61% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 5,993 | 283 | 0.0% | 0.0% | 124 | -11,284 | -65.31% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 5,969 | 282 | 0.0% | 0.0% | 125 | -378 | -5.96% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,950 | 281 | 0.0% | 0.0% | 126 | +665 | 12.58% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,953 | 281 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 5,700 | 269 | 0.01% | — | 128 | +5,700 | New | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 5,447 | 257 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 5,400 | 256 | 0.31% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 5,381 | 255 | 0.0% | 0.0% | 131 | -653 | -10.82% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,320 | 251 | 0.0% | 0.0% | 132 | -152 | -2.78% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 5,234 | 247 | 0.0% | 0.0% | 133 | -572 | -9.85% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,947 | 243 | 0.0% | — | 134 | +4,947 | New | Q4 2025 | Jan 08, 2026 |
| Quantum Capital Management, LLC / NJ | History | No change | 5,010 | 237 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 4,916 | 232 | 0.0% | 0.0% | 136 | +100 | 2.08% | Q4 2025 | Feb 04, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 4,754 | 225 | 0.02% | 0.05% | 138 | -3,299 | -40.97% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,769 | 225 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,740 | 224 | 0.0% | — | 139 | +4,740 | New | Q4 2025 | Feb 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 4,672 | 221 | 0.0% | — | 140 | +4,672 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 4,600 | 217 | 0.0% | 0.0% | 141 | +400 | 9.52% | Q4 2025 | Jan 28, 2026 |
| State of Wyoming | History | New | 4,486 | 212 | 0.02% | — | 143 | +4,486 | New | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 4,491 | 212 | 0.0% | 0.0% | 142 | +32 | 0.72% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,452 | 210 | 0.0% | 0.0% | 144 | -974 | -17.95% | Q4 2025 | Feb 12, 2026 |
| MQS Management LLC | History | New | 4,354 | 206 | 0.12% | — | 145 | +4,354 | New | Q4 2025 | Feb 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 4,280 | 202 | 0.0% | 0.0% | 146 | -3,812 | -47.11% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 3,476 | 164 | 0.01% | — | 147 | +3,476 | New | Q4 2025 | Feb 10, 2026 |
| Virtus Investment Advisers, LLC | History | New | 3,433 | 162 | 0.04% | — | 148 | +3,433 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,621 | 124 | 0.0% | 0.0% | 149 | -82 | -3.03% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 2,544 | 120 | 0.0% | 0.0% | 150 | -17,301 | -87.18% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,801 | 85 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,733 | 82 | 0.0% | 0.0% | 152 | +428 | 32.8% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,315 | 62 | 0.01% | — | 153 | +1,315 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,273 | 60 | 0.01% | 0.0% | 155 | +984 | 340.48% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,278 | 60 | 0.0% | 0.0% | 154 | -6 | -0.47% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,243 | 58 | 0.0% | 0.0% | 156 | -245 | -16.47% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | No change | 1,190 | 56 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,152 | 54 | 0.0% | 0.0% | 158 | -3,600 | -75.76% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | No change | 900 | 42 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KBC Group NV | History | No change | 797 | 38 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ADIRONDACK TRUST CO | History | No change | 800 | 37 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 688 | 32 | 0.0% | 0.0% | 162 | +602 | 700.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 633 | 29 | 0.0% | 0.0% | 163 | +6 | 0.96% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 581 | 27 | 0.0% | 0.0% | 164 | -42 | -6.74% | Q4 2025 | Mar 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 570 | 26 | 0.02% | 0.01% | 165 | +265 | 86.89% | Q4 2025 | Feb 05, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 544 | 25 | 0.01% | 0.01% | 166 | +5 | 0.93% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 487 | 23 | 0.0% | 0.0% | 168 | +174 | 55.59% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 490 | 23 | 0.0% | 0.0% | 167 | +130 | 36.11% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 440 | 20 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | Reduced | 419 | 19 | 0.0% | 0.01% | 170 | -304 | -42.05% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 363 | 17 | 0.0% | 0.0% | 171 | -132 | -26.67% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 356 | 16 | 0.0% | 0.0% | 172 | +54 | 17.88% | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 311 | 14 | 0.0% | 0.0% | 173 | +166 | 114.48% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 290 | 13 | 0.0% | 0.0% | 174 | -1,004 | -77.59% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 253 | 13 | 0.0% | — | 175 | +253 | New | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 213 | 10 | 0.0% | 0.0% | 176 | -194 | -47.67% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 183 | 8 | 0.0% | — | 178 | +183 | New | Q4 2025 | Feb 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 179 | 8 | 0.0% | — | 179 | +179 | New | Q4 2025 | Feb 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 187 | 8 | 0.0% | 0.0% | 177 | +57 | 43.85% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 147 | 7 | 0.0% | 0.0% | 180 | -151 | -50.67% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | Reduced | 132 | 6 | 0.0% | 0.0% | 182 | -407 | -75.51% | Q4 2025 | Jan 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 130 | 6 | 0.0% | — | 181 | +115 | 766.67% | Q4 2025 | Jan 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 89 | 4 | 0.0% | 0.0% | 183 | -121 | -57.62% | Q4 2025 | Feb 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 97 | 4 | 0.0% | — | 185 | +97 | New | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 83 | 4 | 0.0% | 0.0% | 184 | -1 | -1.19% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 72 | 3 | 0.0% | 0.0% | 187 | -2,706 | -97.41% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 64 | 3 | 0.0% | 0.0% | 186 | +39 | 156.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 72 | 3 | 0.0% | 0.0% | 188 | +2 | 2.86% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Reduced | 53 | 2 | 0.0% | 0.0% | 189 | -96 | -64.43% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 55 | 2 | 0.0% | — | 193 | +52 | 1733.33% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 52 | 2 | 0.0% | 0.0% | 192 | -32 | -38.1% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 61 | 2 | 0.0% | 0.0% | 191 | +30 | 96.77% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 45 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | New | 24 | 1 | 0.0% | — | 194 | +24 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 23 | 1 | 0.0% | — | 197 | +23 | New | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | New | 22 | 1 | 0.0% | — | 195 | +22 | New | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Added to | 14 | 1 | 0.0% | — | 196 | +11 | 366.67% | Q4 2025 | Feb 06, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -156,926 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -69,990 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.52% | — | -50,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -42,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -24,867 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,647 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.71% | — | -11,872 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -11,026 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ZWJ INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,141 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -4,768 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,747 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,343 | -100.0% | Q3 2025 | Oct 07, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,195 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -164 | -95.91% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5 | 0 | — | 0.0% | — | -96 | -95.05% | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 17, 2025 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -33 | -78.57% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Planning Group LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3 | 0 | — | — | — | -8 | -72.73% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CIBC Private Wealth Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leonteq Securities AG | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |