ServisFirst Bancshares, Inc. - SFBS
Detailed investor-level table based on 13F positions.
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 | 7,440,678 | 534,166 | 0.01% | 0.01% | 1 | +123,298 | 1.69% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,081,945 | 436,622 | 0.01% | 0.01% | 2 | +196,248 | 3.33% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,463,986 | 176,889 | 0.01% | 0.01% | 3 | +82,912 | 3.48% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,572,102 | 112,861 | 0.3% | 0.38% | 4 | -363,608 | -18.78% | Q4 2025 | Feb 13, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,568,859 | 112,628 | 1.14% | 1.64% | 5 | -1,127,401 | -41.81% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,178,319 | 84,605 | 0.01% | 0.01% | 6 | -3,301 | -0.28% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,123,661 | 80,669 | 0.02% | 0.02% | 7 | +1,864 | 0.17% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,079,628 | 77,506 | 0.0% | 0.0% | 8 | +117,464 | 12.21% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,018,353 | 73,108 | 0.04% | 0.04% | 9 | +1,797 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Welch Group, LLC | History | Added to | 1,003,503 | 72,041 | 2.78% | 3.09% | 10 | +19,727 | 2.01% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 919,505 | 66,011 | 0.24% | 0.0% | 11 | +919,206 | 307426.76% | Q4 2025 | Feb 18, 2026 |
| Davis Asset Management, L.P. | History | Added to | 875,376 | 62,843 | 2.25% | 2.19% | 12 | +111,814 | 14.64% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 733,615 | 52,666 | 0.03% | 0.05% | 13 | -262,850 | -26.38% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 681,079 | 48,894 | 0.0% | 0.0% | 14 | +131,608 | 23.95% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 667,332 | 47,907 | 0.01% | — | 15 | +667,332 | New | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 589,789 | 42,340 | 0.01% | 0.01% | 16 | -32,492 | -5.22% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 571,853 | 41,053 | 0.03% | 0.03% | 17 | +43,842 | 8.3% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 543,244 | 38,999 | 0.01% | 0.01% | 18 | +2,997 | 0.55% | Q4 2025 | Feb 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 536,197 | 38,493 | 0.74% | 0.83% | 19 | +21,994 | 4.28% | Q4 2025 | Jan 23, 2026 |
| WASATCH ADVISORS LP | History | New | 481,855 | 34,592 | 0.21% | — | 20 | +481,855 | New | Q4 2025 | Feb 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 420,381 | 30,179 | 0.98% | 1.12% | 21 | +181 | 0.04% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | New | 419,735 | 30,132 | 0.02% | — | 22 | +419,735 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 418,804 | 30,065 | 0.0% | 0.0% | 23 | -2,783 | -0.66% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 416,129 | 29,873 | 0.01% | 0.01% | 24 | -19,647 | -4.51% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 352,633 | 25,315 | 0.0% | 0.01% | 25 | -13,443 | -3.67% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 259,618 | 18,637 | 0.01% | 0.0% | 26 | +185,568 | 250.6% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 232,207 | 16,670 | 0.01% | 0.02% | 27 | -13,522 | -5.5% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 198,394 | 14,242 | 0.0% | 0.01% | 28 | -26,407 | -11.75% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 183,577 | 13,178 | 0.0% | 0.0% | 29 | +147,239 | 405.19% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 173,946 | 12,487 | 0.04% | 0.06% | 30 | -22,030 | -11.24% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 159,780 | 11,470 | 0.09% | 0.13% | 31 | +2,863 | 1.82% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 149,067 | 10,701 | 0.11% | 0.13% | 32 | -3,856 | -2.52% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 139,981 | 10,049 | 0.01% | 0.01% | 33 | -677 | -0.48% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 139,394 | 10,007 | 0.01% | 0.02% | 34 | -96,498 | -40.91% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 133,136 | 9,557 | 0.0% | 0.0% | 35 | +29,698 | 28.71% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Reduced | 129,389 | 9,301 | 0.0% | 0.0% | 36 | -4,361 | -3.26% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 124,943 | 8,969 | 0.0% | 0.0% | 37 | +4,255 | 3.53% | Q4 2025 | Feb 19, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 120,000 | 8,614 | 0.2% | 0.21% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 119,075 | 8,548 | 0.0% | 0.0% | 39 | +4,009 | 3.48% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 116,177 | 8,340 | 0.0% | 0.0% | 40 | -2,729 | -2.3% | Q4 2025 | Feb 12, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 113,478 | 8,146 | 0.01% | — | 41 | +113,478 | New | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 105,522 | 7,575 | 0.01% | 4.31% | 42 | +93,985 | 814.64% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 102,712 | 7,373 | 0.01% | 0.0% | 43 | +44,237 | 75.65% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 102,368 | 7,348 | 0.0% | 0.0% | 44 | +1,800 | 1.79% | Q4 2025 | Feb 12, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | New | 100,000 | 7,179 | 4.0% | — | 45 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 96,441 | 6,923 | 0.0% | 0.0% | 46 | +71,017 | 279.33% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 93,512 | 6,713 | 0.0% | 0.0% | 47 | +12,398 | 15.28% | Q4 2025 | Feb 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 78,063 | 6,688 | 0.95% | 0.9% | 48 | -815 | -1.03% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 91,502 | 6,568 | 0.0% | 0.0% | 49 | -24,566 | -21.17% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 90,854 | 6,522 | 0.27% | 0.32% | 50 | -4,418 | -4.64% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 90,321 | 6,484 | 0.0% | 0.0% | 51 | +7,326 | 8.83% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 83,524 | 5,996 | 0.0% | 0.0% | 52 | +1,962 | 2.41% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 82,428 | 5,917 | 0.0% | 0.0% | 53 | -54,131 | -39.64% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 78,328 | 5,623 | 0.0% | 0.0% | 54 | +30,311 | 63.13% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 76,232 | 5,473 | 0.01% | 0.0% | 55 | +65,349 | 600.47% | Q4 2025 | Jan 09, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 75,561 | 5,424 | 0.0% | 0.0% | 56 | -1,326 | -1.72% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 72,324 | 5,192 | 0.0% | 0.01% | 57 | -2,479 | -3.31% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 68,953 | 4,950 | 0.0% | 0.0% | 58 | +2,790 | 4.22% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 68,178 | 4,894 | 0.01% | 0.01% | 59 | +6,357 | 10.28% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 65,463 | 4,699 | 1.22% | 1.43% | 60 | -100 | -0.15% | Q4 2025 | Jan 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 56,439 | 4,051 | 0.0% | 0.0% | 61 | +15,402 | 37.53% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 55,274 | 3,968 | 0.01% | — | 62 | +55,274 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,750 | 3,572 | 0.0% | 0.0% | 63 | +2,719 | 5.78% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 49,491 | 3,552 | 0.17% | — | 64 | +49,491 | New | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 49,387 | 3,545 | 0.0% | 0.0% | 65 | +1,518 | 3.17% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 48,994 | 3,517 | 0.05% | 0.01% | 66 | +45,262 | 1212.81% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 47,580 | 3,416 | 0.01% | 0.01% | 67 | +1,876 | 4.1% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | New | 47,544 | 3,413 | 0.1% | — | 68 | +47,544 | New | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 47,146 | 3,384 | 0.0% | 0.0% | 69 | -3,340 | -6.62% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 45,697 | 3,280 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 43,710 | 3,137 | 0.0% | 0.0% | 71 | -6,171 | -12.37% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 42,862 | 3,077 | 0.0% | 0.0% | 72 | +1,634 | 3.96% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 42,048 | 3,018 | 0.0% | 0.0% | 73 | +1,849 | 4.6% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 41,846 | 3,004 | 0.0% | 0.0% | 74 | +21,380 | 104.47% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 39,591 | 2,842 | 0.0% | 0.0% | 75 | +6,662 | 20.23% | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 39,545 | 2,838 | 0.05% | 0.05% | 76 | +4,067 | 11.46% | Q4 2025 | Jan 14, 2026 |
| Vest Financial, LLC | History | Added to | 37,241 | 2,673 | 0.03% | 0.04% | 77 | +3,802 | 11.37% | Q4 2025 | Jan 30, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 36,936 | 2,651 | 0.01% | 0.01% | 78 | -1,789 | -4.62% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 35,717 | 2,551 | 0.0% | 0.01% | 79 | -2,156 | -5.69% | Q4 2025 | Feb 05, 2026 |
| Trexquant Investment LP | History | New | 35,125 | 2,521 | 0.02% | — | 80 | +35,125 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 34,233 | 2,457 | 0.0% | 0.0% | 81 | +47 | 0.14% | Q4 2025 | Feb 06, 2026 |
| Watchman Group, Inc. | History | Added to | 33,926 | 2,435 | 0.58% | 0.63% | 82 | +1,639 | 5.08% | Q4 2025 | Feb 06, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 32,950 | 2,365 | 0.27% | 0.3% | 83 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 32,722 | 2,349 | 0.01% | 0.02% | 84 | -1,256 | -3.7% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 31,780 | 2,281 | 0.0% | — | 85 | +31,780 | New | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 31,584 | 2,267 | 0.01% | 0.01% | 86 | +5,904 | 22.99% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,492 | 2,260 | 0.0% | 0.0% | 87 | -563 | -1.76% | Q4 2025 | Feb 17, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 30,735 | 2,206 | 0.26% | 0.29% | 88 | -314 | -1.01% | Q4 2025 | Jan 22, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 30,672 | 2,201 | 0.01% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 29,420 | 2,112 | 0.01% | 0.01% | 90 | -3,146 | -9.66% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,515 | 2,047 | 0.01% | 0.01% | 91 | -1,629 | -5.4% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 27,993 | 2,008 | 0.02% | 0.02% | 92 | +432 | 1.57% | Q4 2025 | Jan 23, 2026 |
| ExodusPoint Capital Management, LP | History | New | 27,479 | 1,972 | 0.02% | — | 93 | +27,479 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 27,418 | 1,968 | 0.11% | 0.12% | 94 | +4,930 | 21.92% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 26,280 | 1,886 | 0.0% | — | 95 | +26,280 | New | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 26,000 | 1,866 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Keel Point, LLC | History | Added to | 25,876 | 1,857 | 0.11% | 0.11% | 97 | +3,286 | 14.55% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 25,579 | 1,836 | 0.02% | 0.03% | 98 | -1,911 | -6.95% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 24,777 | 1,778 | 0.06% | — | 99 | +24,777 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 24,272 | 1,742 | 0.0% | 0.0% | 100 | -57,718 | -70.4% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,986 | 1,721 | 0.0% | 0.0% | 101 | +55 | 0.23% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 23,000 | 1,651 | 0.03% | 0.03% | 102 | -100 | -0.43% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 22,738 | 1,632 | 0.0% | 0.0% | 103 | -2,281 | -9.12% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 21,825 | 1,567 | 0.01% | 0.01% | 104 | -6,174 | -22.05% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | Added to | 21,742 | 1,560 | 0.0% | 0.0% | 105 | +3,648 | 20.16% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 21,612 | 1,551 | 0.01% | 0.01% | 106 | -2,191 | -9.2% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,482 | 1,542 | 0.0% | 0.0% | 107 | +1,543 | 7.74% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Reduced | 21,339 | 1,531 | 0.03% | 0.04% | 108 | -1,997 | -8.56% | Q4 2025 | Jan 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 21,848 | 1,508 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,797 | 1,493 | 0.01% | 0.02% | 110 | -12,427 | -37.4% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 20,053 | 1,440 | 0.0% | 0.0% | 111 | -1,573 | -7.27% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,246 | 1,381 | 0.01% | 0.01% | 112 | +116 | 0.61% | Q4 2025 | Jan 28, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 18,640 | 1,338 | 0.09% | 0.03% | 113 | +15,450 | 484.33% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 17,734 | 1,273 | 0.0% | 0.0% | 115 | +4,257 | 31.59% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,736 | 1,273 | 0.0% | 0.0% | 114 | +16 | 0.09% | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 17,064 | 1,225 | 0.09% | — | 116 | +17,064 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 16,877 | 1,211 | 0.0% | 0.0% | 117 | -6,577 | -28.04% | Q4 2025 | Feb 05, 2026 |
| Numerai GP LLC | History | Added to | 16,464 | 1,181 | 0.14% | 0.03% | 118 | +13,818 | 522.22% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 16,430 | 1,179 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smith Thornton Advisors LLC | History | No change | 16,155 | 1,159 | 0.59% | 0.68% | 120 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Park Place Capital Corp | History | No change | 15,900 | 1,141 | 0.24% | 0.27% | 121 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 15,737 | 1,129 | 0.0% | — | 122 | +15,737 | New | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 14,705 | 1,055 | 0.04% | — | 123 | +14,705 | New | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,683 | 1,054 | 0.0% | 0.0% | 124 | +7,187 | 95.88% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 14,643 | 1,051 | 0.01% | 0.01% | 125 | +133 | 0.92% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 14,525 | 1,042 | 0.01% | 0.01% | 126 | -827 | -5.39% | Q4 2025 | Jan 28, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 14,437 | 1,036 | 0.02% | 0.05% | 127 | -20,828 | -59.06% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,565 | 1,035 | 0.01% | 0.01% | 128 | -2,232 | -14.13% | Q4 2025 | Jan 21, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,200 | 1,019 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,184 | 1,018 | 0.01% | 0.01% | 130 | -105 | -0.73% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,655 | 980 | 0.0% | — | 131 | +13,655 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 13,535 | 972 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,923 | 928 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,875 | 924 | 0.0% | 0.0% | 134 | +1,697 | 15.18% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 12,833 | 921 | 0.03% | — | 135 | +12,833 | New | Q4 2025 | Feb 10, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 12,817 | 920 | 0.1% | 0.12% | 136 | -672 | -4.98% | Q4 2025 | Jan 20, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 11,179 | 915 | 0.0% | 0.0% | 137 | -2,791 | -19.98% | Q4 2025 | Feb 18, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,585 | 903 | 0.01% | 0.01% | 138 | -1,659 | -11.65% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,521 | 898 | 0.0% | 0.0% | 139 | -13,116 | -51.16% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,441 | 893 | 0.0% | 0.01% | 140 | -356 | -2.78% | Q4 2025 | Feb 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 12,235 | 878 | 0.05% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Reduced | 12,117 | 870 | 0.0% | 0.0% | 142 | -50 | -0.41% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,017 | 862 | 0.0% | 0.0% | 143 | +89 | 0.75% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,990 | 860 | 0.0% | 0.0% | 144 | -195 | -1.6% | Q4 2025 | Jan 30, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 11,607 | 833 | 0.01% | 0.01% | 145 | -1,933 | -14.28% | Q4 2025 | Jan 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,535 | 828 | 0.01% | 0.01% | 146 | +200 | 1.76% | Q4 2025 | Feb 04, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 11,509 | 826 | 0.04% | 0.04% | 147 | -2 | -0.02% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 11,483 | 824 | 0.0% | 0.0% | 148 | -12,836 | -52.78% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,454 | 822 | 0.01% | — | 149 | +11,454 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,386 | 817 | 0.0% | 0.0% | 151 | +1,441 | 14.49% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 11,390 | 817 | 0.0% | 0.01% | 150 | -47 | -0.41% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,375 | 816 | 0.0% | 0.0% | 152 | -947 | -7.69% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,000 | 789 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Reduced | 10,922 | 786 | 0.0% | 0.01% | 154 | -3,522 | -24.38% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 10,628 | 762 | 0.0% | 0.0% | 155 | +5,899 | 124.74% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10,280 | 738 | 0.03% | 0.1% | 156 | -21,622 | -67.78% | Q4 2025 | Feb 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 10,258 | 736 | 0.06% | 0.05% | 157 | +2,793 | 37.41% | Q4 2025 | Feb 06, 2026 |
| Odyssean, LLC | History | New | 10,147 | 728 | 0.52% | — | 158 | +10,147 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 10,020 | 719 | 0.0% | 0.0% | 159 | +319 | 3.29% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,000 | 717 | 0.0% | — | 160 | +10,000 | New | Q4 2025 | Mar 20, 2026 |
| Everstar Asset Management, LLC | History | Added to | 9,948 | 713 | 0.38% | 0.45% | 161 | +10 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Aviso Financial Inc. | History | Added to | 9,595 | 688 | 0.03% | 0.02% | 162 | +2,243 | 30.51% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,275 | 665 | 0.0% | 0.0% | 163 | -27 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,227 | 662 | 0.0% | 0.04% | 164 | -81,915 | -89.88% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,032 | 648 | 0.0% | 0.01% | 165 | +11 | 0.12% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,992 | 645 | 0.0% | 0.01% | 166 | -5,619 | -38.46% | Q4 2025 | Feb 11, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 8,851 | 635 | 0.25% | 0.29% | 167 | -350 | -3.8% | Q4 2025 | Feb 03, 2026 |
| Sunburst Financial Group, LLC | History | No change | 8,842 | 634 | 0.13% | 0.15% | 168 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Inspire Advisors, LLC | History | Reduced | 8,627 | 619 | 0.06% | 0.07% | 169 | -200 | -2.27% | Q4 2025 | Feb 13, 2026 |
| BCR Wealth Strategies, LLC | History | New | 8,500 | 610 | 0.2% | — | 171 | +8,500 | New | Q4 2025 | Jan 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,504 | 610 | 0.02% | 0.03% | 170 | +32 | 0.38% | Q4 2025 | Jan 15, 2026 |
| INCEPTIONR LLC | History | Added to | 8,471 | 608 | 0.17% | 0.11% | 172 | +2,790 | 49.11% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,421 | 604 | 0.0% | 0.0% | 173 | +710 | 9.21% | Q4 2025 | Jan 29, 2026 |
| Entropy Technologies, LP | History | Added to | 8,395 | 602 | 0.03% | 0.04% | 174 | +2,316 | 38.1% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 8,373 | 601 | 0.0% | 0.01% | 175 | -200 | -2.33% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,156 | 586 | 0.0% | 0.0% | 176 | +359 | 4.6% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 7,973 | 572 | 0.01% | 0.01% | 177 | -864 | -9.78% | Q4 2025 | Feb 05, 2026 |
| EntryPoint Capital, LLC | History | Added to | 7,883 | 565 | 0.22% | 0.1% | 178 | +4,753 | 151.85% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 7,632 | 547 | 0.01% | — | 179 | +7,632 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 7,394 | 530 | 0.01% | 0.01% | 180 | +170 | 2.35% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 7,291 | 523 | 0.0% | — | 181 | +7,291 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,767 | 485 | 0.0% | 0.01% | 182 | -807 | -10.65% | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | Reduced | 6,335 | 479 | 0.12% | 0.15% | 183 | -2,161 | -25.44% | Q4 2025 | Jan 23, 2026 |
| Callan Family Office, LLC | History | Added to | 6,501 | 466 | 0.01% | 0.01% | 185 | +3,818 | 142.3% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Added to | 6,498 | 466 | 0.04% | 0.04% | 184 | +865 | 15.36% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 6,365 | 456 | 0.0% | 0.0% | 186 | +1,809 | 39.71% | Q4 2025 | Feb 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 6,194 | 444 | 0.17% | 0.2% | 187 | +7 | 0.11% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 6,071 | 435 | 0.01% | 0.01% | 188 | -69 | -1.12% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6,000 | 430 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 5,817 | 417 | 0.01% | 0.01% | 190 | +2,133 | 57.9% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,531 | 397 | 0.0% | 0.0% | 191 | +486 | 9.63% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 5,496 | 394 | 0.0% | 0.0% | 192 | +46 | 0.84% | Q4 2025 | Feb 12, 2026 |
| Marble Wealth, LLC | History | New | 5,456 | 391 | 0.05% | — | 193 | +5,456 | New | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,388 | 386 | 0.0% | 0.0% | 194 | +11 | 0.2% | Q4 2025 | Feb 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 5,330 | 383 | 0.02% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | Reduced | 5,306 | 380 | 0.01% | 0.01% | 196 | -16 | -0.3% | Q4 2025 | Feb 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 5,274 | 378 | 0.0% | 0.0% | 197 | +329 | 6.65% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 4,769 | 374 | 0.0% | 0.0% | 198 | +179 | 3.9% | Q4 2025 | Feb 10, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | No change | 5,010 | 359 | 0.1% | 0.11% | 199 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 5,000 | 358 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 4,882 | 357 | 0.02% | — | 201 | +4,882 | New | Q4 2025 | Feb 12, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 4,809 | 345 | 0.05% | 0.09% | 202 | -3,663 | -43.24% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,754 | 341 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 4,593 | 329 | 0.0% | 0.0% | 204 | +802 | 21.16% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,531 | 325 | 0.01% | 0.01% | 205 | +2 | 0.04% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,491 | 322 | 0.0% | 0.0% | 206 | -1,063 | -19.14% | Q4 2025 | Jan 30, 2026 |
| NORDEN GROUP LLC | History | Reduced | 4,412 | 316 | 0.03% | 0.09% | 207 | -6,864 | -60.87% | Q4 2025 | Jan 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,326 | 310 | 0.01% | 0.01% | 208 | +11 | 0.25% | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,313 | 309 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FourThought Financial Partners, LLC | History | New | 4,269 | 306 | 0.03% | — | 210 | +4,269 | New | Q4 2025 | Feb 06, 2026 |
| DRW Securities, LLC | History | New | 4,182 | 300 | 0.01% | — | 211 | +4,182 | New | Q4 2025 | Feb 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 4,093 | 293 | 0.01% | 0.07% | 213 | -19,503 | -82.65% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 4,092 | 293 | 0.0% | 0.0% | 212 | +39 | 0.96% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,803 | 273 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,537 | 253 | 0.0% | — | 215 | +3,537 | New | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 3,535 | 253 | 0.0% | 0.0% | 216 | +862 | 32.25% | Q4 2025 | Jan 26, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,506 | 251 | 0.0% | 0.0% | 217 | -109 | -3.02% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,473 | 249 | 0.0% | 0.01% | 218 | -8 | -0.23% | Q4 2025 | Feb 03, 2026 |
| R Squared Ltd | History | New | 3,426 | 245 | 0.11% | — | 220 | +3,426 | New | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,415 | 245 | 0.0% | — | 219 | +3,415 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | New | 3,376 | 242 | 0.02% | — | 221 | +3,376 | New | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,345 | 240 | 0.0% | 0.0% | 222 | -629 | -15.83% | Q4 2025 | Feb 13, 2026 |
| Arlington Trust Co LLC | History | No change | 3,350 | 240 | 0.02% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Asset Management Inc | History | New | 3,336 | 239 | 0.0% | — | 224 | +3,336 | New | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 3,258 | 233 | 0.0% | 0.0% | 226 | -2,487 | -43.29% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 3,234 | 233 | 0.0% | 0.0% | 225 | +152 | 4.93% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,231 | 231 | 0.0% | 0.0% | 227 | -22,628 | -87.51% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | New | 3,203 | 229 | 0.05% | — | 228 | +3,203 | New | Q4 2025 | Feb 17, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 3,100 | 222 | 0.05% | 0.06% | 229 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,092 | 221 | 0.0% | 0.0% | 231 | -7,750 | -71.48% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 3,083 | 221 | 0.01% | — | 230 | +3,083 | New | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 3,072 | 220 | 0.0% | — | 233 | +3,072 | New | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 3,068 | 220 | 0.0% | 0.0% | 232 | -218 | -6.63% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,030 | 217 | 0.0% | 0.0% | 234 | -17 | -0.56% | Q4 2025 | Mar 09, 2026 |
| LifeSteps Financial, Inc. | History | No change | 3,000 | 215 | 0.14% | 0.15% | 235 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,947 | 211 | 0.0% | 0.01% | 236 | +431 | 17.13% | Q4 2025 | Feb 11, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,935 | 210 | 0.04% | — | 237 | +2,935 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,908 | 208 | 0.03% | — | 238 | +2,908 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 2,840 | 204 | 0.01% | — | 239 | +2,840 | New | Q4 2025 | Feb 23, 2026 |
| Focus Partners Wealth | History | New | 2,833 | 203 | 0.0% | — | 240 | +2,833 | New | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 2,811 | 201 | 0.01% | 0.01% | 241 | +84 | 3.08% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 2,100 | 150 | 0.0% | 0.0% | 242 | -1,100 | -34.38% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,089 | 150 | 0.0% | 0.0% | 243 | -26 | -1.23% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,977 | 141 | 0.0% | 0.02% | 244 | -10,573 | -84.25% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,633 | 117 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,577 | 113 | 0.01% | — | 246 | +1,577 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,358 | 97 | 0.0% | 0.0% | 247 | -22 | -1.59% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,256 | 90 | 0.0% | 0.01% | 248 | +8 | 0.64% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 1,195 | 86 | 0.05% | 0.03% | 249 | +629 | 111.13% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 991 | 71 | 0.0% | 0.01% | 250 | -365 | -26.92% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Added to | 955 | 69 | 0.0% | 0.0% | 251 | +141 | 17.32% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 873 | 62 | 0.0% | 0.0% | 252 | -807 | -48.04% | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 754 | 54 | 0.0% | 0.0% | 253 | +332 | 78.67% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 705 | 50 | 0.0% | 0.0% | 254 | -1,054 | -59.92% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 670 | 48 | 0.0% | 0.01% | 255 | -91,706 | -99.27% | Q4 2025 | Feb 12, 2026 |
| Eukles Asset Management | History | No change | 604 | 43 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 568 | 41 | 0.0% | 0.0% | 257 | +174 | 44.16% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 522 | 37 | 0.0% | 0.0% | 258 | -139 | -21.03% | Q4 2025 | Mar 16, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 28 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 343 | 25 | 0.0% | 0.0% | 261 | +288 | 523.64% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 358 | 25 | 0.0% | 0.0% | 260 | -208 | -36.75% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Added to | 335 | 24 | 0.0% | 0.0% | 262 | +210 | 168.0% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 328 | 23 | 0.0% | 0.0% | 263 | +29 | 9.7% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 269 | 20 | 0.0% | 0.0% | 264 | +12 | 4.67% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 272 | 19 | 0.0% | 0.0% | 265 | +42 | 18.26% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 253 | 18 | 0.0% | 0.0% | 266 | -58 | -18.65% | Q4 2025 | Feb 09, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 197 | 14 | 0.01% | — | 267 | +197 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 189 | 13 | 0.0% | — | 268 | +189 | New | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 164 | 12 | 0.0% | 0.0% | 269 | -3 | -1.8% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 166 | 11 | 0.0% | 0.0% | 270 | +73 | 78.49% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Added to | 141 | 10 | 0.0% | 0.0% | 271 | +16 | 12.8% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 133 | 9 | 0.0% | 0.0% | 272 | +37 | 38.54% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 121 | 8 | 0.0% | 0.0% | 275 | -166 | -57.84% | Q4 2025 | Feb 10, 2026 |
| Kemnay Advisory Services Inc. | History | New | 120 | 8 | 0.0% | — | 273 | +120 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 119 | 8 | 0.0% | — | 276 | +119 | New | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 118 | 8 | 0.0% | 0.0% | 274 | -99 | -45.62% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 99 | 7 | 0.0% | 0.0% | 281 | -138 | -58.23% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 100 | 7 | 0.0% | — | 279 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 104 | 7 | 0.0% | 0.0% | 278 | +58 | 126.09% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 111 | 7 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 104 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caitlin John, LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Quarry LP | History | Reduced | 88 | 6 | 0.0% | 0.0% | 283 | -74 | -45.68% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 95 | 6 | 0.01% | 0.01% | 284 | -44 | -31.65% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 71 | 5 | 0.0% | — | 285 | +71 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 71 | 5 | 0.0% | — | 286 | +71 | New | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 56 | 4 | 0.0% | — | 289 | +16 | 40.0% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 64 | 4 | 0.0% | 0.0% | 288 | +13 | 25.49% | Q4 2025 | Jan 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 62 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quattro Advisors LLC | History | New | 46 | 3 | 0.0% | — | 290 | +46 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 40 | 2 | 0.0% | — | 295 | +37 | 1233.33% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 40 | 2 | 0.0% | 0.0% | 291 | -25 | -38.46% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 40 | 2 | 0.0% | 0.0% | 297 | +23 | 135.29% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 30 | 2 | 0.0% | 0.0% | 296 | -7 | -18.92% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 35 | 2 | 0.0% | 0.0% | 292 | -6 | -14.63% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 294 | -3 | -9.68% | Q4 2025 | Feb 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 33 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunrise Financial Services, LLC | History | New | 25 | 1 | 0.0% | — | 301 | +25 | New | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 21 | 1 | 0.0% | 0.0% | 300 | +4 | 23.53% | Q4 2025 | Jan 15, 2026 |
| Ceredex Value Advisors LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -167,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -13,179 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.1% | — | -12,470 | -100.0% | Q3 2025 | Feb 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,126 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,330 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.08% | — | -4,479 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Resolute Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,265 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,538 | -100.0% | Q3 2025 | Oct 28, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.02% | — | -3,048 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,012 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,912 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,836 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,754 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,725 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,565 | -100.0% | Q3 2025 | Oct 24, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,558 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Mechanics Bank Trust Department | History | Closed out | 0 | 0 | — | 0.03% | — | -2,525 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,083 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,788 | -100.0% | Q3 2025 | Nov 18, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 5 | 0 | — | 0.0% | — | -250 | -98.04% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | 0.01% | — | -236 | -99.16% | Q4 2025 | Mar 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Stone House Investment Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q4 2025 | Jan 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 11 | 0 | — | 0.0% | — | -1 | -8.33% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Scarborough Advisors, LLC | History | No change | 13 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |