SHINHAN FINANCIAL GROUP CO LTD - SHG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 52 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 | 2,024,915 | 108,596 | 0.0% | 0.0% | 1 | +116,801 | 6.12% | Q4 2025 | Feb 12, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,012,715 | 107,881 | 1.12% | — | 2 | +2,012,715 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,696,358 | 90,975 | 0.01% | 0.01% | 3 | -35,134 | -2.03% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,671,184 | 89,625 | 0.15% | 0.11% | 4 | +94,449 | 5.99% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,516,094 | 81,308 | 0.02% | 0.02% | 5 | -19,530 | -1.27% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,474,235 | 79,063 | 0.01% | 0.01% | 6 | -24,471 | -1.63% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,232,480 | 66,097 | 0.03% | 0.03% | 7 | +142,682 | 13.09% | Q4 2025 | Feb 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 911,788 | 48,899 | 0.15% | 0.16% | 8 | -40,974 | -4.3% | Q4 2025 | Feb 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 894,817 | 47,989 | 0.03% | 0.03% | 9 | -193,093 | -17.75% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 707,927 | 37,966 | 0.0% | 0.0% | 10 | +21,883 | 3.19% | Q4 2025 | Feb 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 579,796 | 31,094 | 0.43% | 0.38% | 11 | +13,821 | 2.44% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 289,997 | 15,552 | 0.01% | 0.01% | 12 | +40,560 | 16.26% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 289,063 | 15,502 | 0.04% | 0.06% | 13 | -120,302 | -29.39% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 272,390 | 14,608 | 0.02% | 0.02% | 14 | +64,857 | 31.25% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 268,577 | 14,403 | 0.0% | 0.0% | 15 | +10,275 | 3.98% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 230,578 | 12,365 | 0.01% | 0.01% | 16 | +40,588 | 21.36% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 223,175 | 11,968 | 0.0% | 0.0% | 17 | -28,930 | -11.48% | Q4 2025 | Feb 17, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 222,752 | 11,946 | 1.58% | 1.56% | 18 | -584 | -0.26% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 216,862 | 11,630 | 0.0% | 0.0% | 19 | +80 | 0.04% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 205,842 | 11,039 | 0.0% | 0.0% | 20 | -137,492 | -40.05% | Q4 2025 | Mar 25, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 203,703 | 10,924 | 0.0% | 0.0% | 21 | +105,677 | 107.81% | Q4 2025 | Feb 17, 2026 |
| Promethos Capital, LLC | History | Reduced | 201,026 | 10,781 | 2.94% | 2.82% | 22 | -30,309 | -13.1% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 194,096 | 10,409 | 0.06% | 0.05% | 23 | +20,217 | 11.63% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 163,354 | 8,760 | 0.0% | 0.0% | 24 | -106,116 | -39.38% | Q4 2025 | Feb 11, 2026 |
| Sanders Capital, LLC | History | Reduced | 157,486 | 8,445 | 0.01% | 0.01% | 25 | -4,300 | -2.66% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 157,390 | 8,435 | 0.01% | 0.01% | 26 | -11,453 | -6.78% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 154,268 | 8,274 | 0.01% | 0.01% | 27 | +7,051 | 4.79% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 151,613 | 8,131 | 0.0% | 0.0% | 28 | +85,446 | 129.14% | Q4 2025 | Jan 29, 2026 |
| Arbiter Partners Capital Management LLC | History | Added to | 138,169 | 7,410 | 3.61% | 4.13% | 29 | +1,000 | 0.73% | Q4 2025 | Feb 12, 2026 |
| Voleon Capital Management LP | History | Added to | 134,357 | 7,205 | 0.15% | 0.07% | 30 | +75,564 | 128.53% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 132,617 | 7,112 | 0.0% | 0.0% | 31 | +11,900 | 9.86% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 123,284 | 6,611 | 0.01% | 0.01% | 32 | +26,719 | 27.67% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 111,688 | 5,989 | 0.0% | 0.0% | 33 | +8,547 | 8.29% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 110,531 | 5,927 | 0.0% | 0.0% | 34 | +400 | 0.36% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 109,444 | 5,869 | 0.02% | 0.02% | 35 | -975 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 109,417 | 5,868 | 0.01% | — | 36 | +109,417 | New | Q4 2025 | Feb 17, 2026 |
| Virtus Family Office LLC | History | Added to | 96,373 | 5,168 | 4.45% | 4.22% | 37 | +6,903 | 7.72% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 93,276 | 5,002 | 0.02% | — | 38 | +93,276 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 92,609 | 4,966 | 0.06% | 0.07% | 39 | +3,417 | 3.83% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 92,413 | 4,956 | 0.05% | 0.04% | 40 | +11,288 | 13.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 86,509 | 4,639 | 0.0% | — | 41 | +86,509 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 84,048 | 4,514 | 0.0% | 0.0% | 42 | +34 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 82,742 | 4,437 | 0.04% | 0.04% | 43 | -8,287 | -9.1% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 76,894 | 4,123 | 0.08% | 0.07% | 44 | +1,997 | 2.67% | Q4 2025 | Jan 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 75,142 | 4,029 | 0.08% | — | 45 | +75,142 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 72,569 | 3,891 | 0.03% | 0.03% | 46 | +2,778 | 3.98% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 72,088 | 3,866 | 0.12% | 0.08% | 47 | +23,074 | 47.08% | Q4 2025 | Feb 13, 2026 |
| Capital Research Global Investors | History | New | 71,133 | 3,829 | 0.0% | — | 48 | +71,133 | New | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 71,262 | 3,821 | 0.0% | 0.0% | 49 | +40,505 | 131.69% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 70,800 | 3,797 | 0.01% | 0.01% | 50 | -24,100 | -25.4% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 68,400 | 3,668 | 0.01% | 0.01% | 51 | -5,800 | -7.82% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 65,459 | 3,514 | 0.03% | 0.04% | 52 | -33,100 | -33.58% | Q4 2025 | Jan 28, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 61,268 | 3,285 | 0.03% | 0.03% | 53 | -779 | -1.26% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 59,139 | 3,171 | 0.0% | 0.0% | 54 | -28,277 | -32.35% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 56,577 | 3,034 | 0.0% | 0.0% | 55 | +16,243 | 40.27% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 53,037 | 2,844 | 0.0% | 0.0% | 56 | -31,308 | -37.12% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 52,363 | 2,808 | 0.07% | 0.06% | 57 | -228 | -0.43% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Added to | 49,554 | 2,657 | 0.0% | 0.0% | 58 | +11,398 | 29.87% | Q4 2025 | Jan 30, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 45,586 | 2,453 | 0.0% | — | 60 | +45,586 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 45,736 | 2,453 | 0.0% | 0.01% | 59 | -44,921 | -49.55% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 45,537 | 2,442 | 0.0% | 0.0% | 61 | -6,425 | -12.36% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 43,976 | 2,358 | 0.02% | — | 62 | +43,976 | New | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 43,069 | 2,309 | 0.03% | 0.01% | 63 | +37,064 | 617.22% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 42,792 | 2,297 | 0.0% | 0.0% | 64 | +4,970 | 13.14% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,606 | 2,284 | 0.0% | 0.0% | 65 | +15,776 | 58.8% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 42,139 | 2,259 | 0.01% | 0.01% | 66 | +7,960 | 23.29% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 41,432 | 2,221 | 0.0% | 0.0% | 67 | -1,075 | -2.53% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 39,451 | 2,195 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 39,246 | 2,104 | 0.0% | 0.0% | 69 | +1,880 | 5.03% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 38,001 | 2,037 | 0.01% | 0.01% | 70 | -11,543 | -23.3% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 35,300 | 1,893 | 0.04% | — | 71 | +35,300 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 34,972 | 1,875 | 0.0% | 0.0% | 72 | -110,328 | -75.93% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 32,812 | 1,759 | 0.04% | — | 73 | +32,812 | New | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Added to | 32,359 | 1,735 | 0.03% | 0.03% | 74 | +931 | 2.96% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 31,696 | 1,700 | 0.0% | 0.0% | 75 | -285 | -0.89% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 31,567 | 1,692 | 0.0% | 0.0% | 76 | -2,635 | -7.7% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 30,256 | 1,622 | 0.28% | 0.26% | 77 | +1,697 | 5.94% | Q4 2025 | Feb 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 29,529 | 1,583 | 0.01% | 0.01% | 78 | +3,253 | 12.38% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 29,463 | 1,580 | 0.02% | 0.02% | 79 | -2,004 | -6.37% | Q4 2025 | Jan 16, 2026 |
| Invesco Ltd. | History | Reduced | 29,117 | 1,561 | 0.0% | 0.0% | 80 | -3,105 | -9.64% | Q4 2025 | Feb 19, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 28,874 | 1,548 | 0.39% | 0.36% | 81 | +216 | 0.75% | Q4 2025 | Jan 23, 2026 |
| Calamos Advisors LLC | History | Reduced | 28,332 | 1,519 | 0.01% | 0.01% | 82 | -72 | -0.25% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 28,018 | 1,502 | 0.02% | 0.02% | 83 | +260 | 0.94% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 27,994 | 1,501 | 0.0% | 0.0% | 84 | +3,058 | 12.26% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | Reduced | 27,735 | 1,487 | 0.03% | 0.05% | 85 | -1,036 | -3.6% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 27,405 | 1,469 | 0.0% | 0.0% | 86 | -49,698 | -64.46% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 27,141 | 1,455 | 0.02% | 0.02% | 87 | +1,316 | 5.1% | Q4 2025 | Feb 03, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 26,205 | 1,405 | 0.0% | 0.0% | 88 | -3,676 | -12.3% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 25,542 | 1,369 | 0.01% | 0.01% | 89 | -80 | -0.31% | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | New | 24,962 | 1,338 | 0.28% | — | 90 | +24,962 | New | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 24,212 | 1,298 | 0.08% | 0.04% | 91 | +11,858 | 95.99% | Q4 2025 | Jan 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 23,279 | 1,248 | 0.02% | 0.02% | 92 | -149 | -0.64% | Q4 2025 | Feb 03, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 23,225 | 1,245 | 0.02% | 0.01% | 93 | +1,549 | 7.15% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 22,909 | 1,228 | 0.0% | 0.0% | 94 | +1,726 | 8.15% | Q4 2025 | Mar 09, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 22,016 | 1,180 | 0.03% | 0.02% | 95 | +1,803 | 8.92% | Q4 2025 | Jan 28, 2026 |
| Callan Family Office, LLC | History | Added to | 20,060 | 1,075 | 0.02% | 0.01% | 96 | +14,757 | 278.28% | Q4 2025 | Feb 12, 2026 |
| Abacus Wealth Partners, LLC | History | New | 19,183 | 1,028 | 0.1% | — | 97 | +19,183 | New | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 17,950 | 962 | 0.24% | 0.22% | 98 | +23 | 0.13% | Q4 2025 | Jan 12, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 17,843 | 956 | 0.01% | 0.01% | 99 | +318 | 1.81% | Q4 2025 | Feb 27, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 17,783 | 953 | 0.05% | 0.09% | 100 | +120 | 0.68% | Q4 2025 | Jan 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 17,682 | 948 | 0.02% | 0.02% | 101 | +991 | 5.94% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,110 | 917 | 0.0% | 0.0% | 102 | +6,429 | 60.19% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 16,959 | 909 | 0.02% | 0.01% | 103 | +1,202 | 7.63% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 16,879 | 905 | 0.01% | 0.01% | 104 | +2,813 | 20.0% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 16,527 | 886 | 0.0% | 0.0% | 105 | +3,581 | 27.66% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 16,281 | 873 | 0.03% | 0.03% | 106 | +892 | 5.8% | Q4 2025 | Feb 19, 2026 |
| STRS OHIO | History | Reduced | 16,271 | 872 | 0.0% | 0.0% | 107 | -2,835 | -14.84% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,688 | 814 | 0.0% | 0.0% | 108 | +2,531 | 20.82% | Q4 2025 | Jan 08, 2026 |
| Plan A Wealth LLC | History | Added to | 15,058 | 807 | 0.39% | 0.37% | 109 | +446 | 3.05% | Q4 2025 | Feb 06, 2026 |
| PDS Planning, Inc | History | Added to | 14,905 | 799 | 0.05% | 0.05% | 110 | +958 | 6.87% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,435 | 774 | 0.01% | 0.01% | 111 | +454 | 3.25% | Q4 2025 | Feb 11, 2026 |
| Investment Research Partners LLC | History | Reduced | 14,233 | 763 | 0.33% | 0.34% | 112 | -153 | -1.06% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | Added to | 14,188 | 760 | 0.0% | 0.0% | 113 | +3,627 | 34.34% | Q4 2025 | Jan 16, 2026 |
| MAVERICK CAPITAL LTD | History | New | 14,071 | 754 | 0.01% | — | 114 | +14,071 | New | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Added to | 13,931 | 747 | 0.01% | 0.01% | 115 | +24 | 0.17% | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,406 | 718 | 0.0% | 0.0% | 116 | +3,722 | 38.43% | Q4 2025 | Feb 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,296 | 713 | 0.0% | 0.0% | 117 | -3,019 | -18.5% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 13,049 | 699 | 0.01% | 0.01% | 118 | +765 | 6.23% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,633 | 677 | 0.0% | 0.0% | 119 | -1,596 | -11.22% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,193 | 653 | 0.01% | 0.01% | 120 | +4,186 | 52.28% | Q4 2025 | Feb 06, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 11,735 | 629 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 10,863 | 582 | 0.02% | 0.02% | 122 | -724 | -6.25% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,603 | 568 | 0.0% | 0.0% | 123 | +248 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 9,438 | 540 | 0.03% | 0.04% | 124 | +199 | 2.15% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,974 | 535 | 0.02% | — | 125 | +9,974 | New | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,800 | 526 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,784 | 524 | 0.0% | 0.0% | 127 | +1,360 | 16.14% | Q4 2025 | Jan 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 9,446 | 506 | 0.06% | — | 128 | +9,446 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 9,223 | 500 | 0.02% | — | 129 | +9,223 | New | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 9,189 | 492 | 0.0% | 0.0% | 130 | +322 | 3.63% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,093 | 487 | 0.0% | 0.0% | 131 | +755 | 9.05% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,848 | 474 | 0.0% | 0.0% | 132 | +2,821 | 46.81% | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | Reduced | 8,743 | 472 | 0.08% | 0.08% | 133 | -1,698 | -16.26% | Q4 2025 | Feb 02, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 6,752 | 471 | 0.19% | 0.17% | 134 | -38 | -0.56% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | New | 8,645 | 463 | 0.0% | — | 135 | +8,645 | New | Q4 2025 | Jan 16, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,584 | 460 | 0.02% | 0.01% | 136 | +2,002 | 30.42% | Q4 2025 | Feb 17, 2026 |
| West Family Investments, Inc. | History | Reduced | 8,568 | 459 | 0.11% | 15.64% | 137 | -608 | -6.63% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,516 | 456 | 0.0% | 0.0% | 138 | +418 | 5.16% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | New | 8,181 | 438 | 0.0% | — | 139 | +8,181 | New | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 11,779 | 436 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,122 | 435 | 0.0% | 0.0% | 141 | -1,092 | -11.85% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,961 | 426 | 0.0% | 0.0% | 142 | +1,156 | 16.99% | Q4 2025 | Feb 06, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 7,850 | 420 | 0.02% | 0.02% | 143 | +1,007 | 14.72% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,675 | 411 | 0.0% | 0.0% | 144 | +667 | 9.52% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 7,319 | 392 | 0.0% | — | 145 | +7,319 | New | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,247 | 388 | 0.0% | 0.0% | 146 | +2,992 | 70.32% | Q4 2025 | Feb 12, 2026 |
| Venturi Wealth Management, LLC | History | New | 7,217 | 387 | 0.02% | — | 147 | +7,217 | New | Q4 2025 | Jan 22, 2026 |
| Jain Global LLC | History | Reduced | 7,202 | 386 | 0.0% | 0.0% | 148 | -2,100 | -22.58% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 7,149 | 383 | 0.01% | 0.01% | 149 | +1,966 | 37.93% | Q4 2025 | Jan 30, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 7,012 | 376 | 0.09% | — | 150 | +7,012 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 7,002 | 375 | 0.01% | — | 151 | +7,002 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 6,798 | 365 | 0.0% | 0.0% | 152 | +911 | 15.47% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,769 | 363 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,660 | 357 | 0.01% | 0.02% | 154 | -1,072 | -13.86% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Added to | 6,438 | 345 | 0.01% | 0.01% | 155 | +773 | 13.65% | Q4 2025 | Jan 28, 2026 |
| Trexquant Investment LP | History | Reduced | 6,376 | 341 | 0.0% | 0.03% | 157 | -46,718 | -87.99% | Q4 2025 | Feb 17, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 6,362 | 341 | 0.07% | 0.06% | 156 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,324 | 339 | 0.0% | 0.0% | 158 | +602 | 10.52% | Q4 2025 | Jan 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 6,236 | 334 | 0.01% | — | 160 | +6,236 | New | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,240 | 334 | 0.0% | 0.0% | 159 | +5 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 6,219 | 333 | 0.01% | 0.0% | 161 | +381 | 6.53% | Q4 2025 | Feb 13, 2026 |
| Tuttle Capital Management, LLC | History | New | 6,073 | 325 | 0.72% | — | 162 | +6,073 | New | Q4 2025 | Jan 08, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 6,075 | 325 | 0.07% | 0.09% | 163 | -229 | -3.63% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 6,000 | 321 | 0.0% | 0.0% | 164 | +1,264 | 26.69% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,708 | 306 | 0.01% | 0.01% | 165 | -2,837 | -33.2% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,664 | 304 | 0.0% | 0.0% | 166 | +1,507 | 36.25% | Q4 2025 | Feb 09, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | No change | 5,671 | 304 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,637 | 302 | 0.0% | 0.0% | 168 | +4,036 | 252.09% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,601 | 300 | 0.01% | 0.01% | 169 | +837 | 17.57% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 5,592 | 299 | 0.0% | 0.0% | 170 | +4,536 | 429.55% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,561 | 298 | 0.0% | 0.0% | 171 | +177 | 3.29% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Added to | 5,542 | 297 | 0.0% | 0.0% | 172 | +489 | 9.68% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 5,490 | 294 | 0.01% | 0.01% | 173 | -7,101 | -56.4% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,391 | 289 | 0.0% | — | 174 | +5,391 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,284 | 283 | 0.0% | 0.0% | 175 | +470 | 9.76% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | Added to | 5,255 | 281 | 0.01% | 0.0% | 176 | +3,284 | 166.62% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 5,199 | 278 | 0.01% | 0.01% | 177 | -2,828 | -35.23% | Q4 2025 | Feb 10, 2026 |
| ARGA Investment Management, LP | History | Reduced | 5,107 | 273 | 0.01% | 0.02% | 178 | -8,620 | -62.8% | Q4 2025 | Jan 30, 2026 |
| Boston Common Asset Management, LLC | History | No change | 5,065 | 271 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| M&T BANK CORP | History | New | 5,027 | 269 | 0.0% | — | 180 | +5,027 | New | Q4 2025 | Jan 30, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,985 | 267 | 0.0% | 0.0% | 181 | -3,608 | -41.99% | Q4 2025 | Feb 17, 2026 |
| Canopy Partners, LLC | History | Added to | 4,906 | 263 | 0.09% | 0.08% | 182 | +95 | 1.97% | Q4 2025 | Feb 12, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 4,892 | 262 | 0.05% | 0.06% | 184 | -1,978 | -28.79% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,890 | 262 | 0.0% | 0.0% | 183 | +250 | 5.39% | Q4 2025 | Jan 26, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 4,883 | 261 | 0.0% | 0.0% | 185 | +1,097 | 28.98% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | New | 4,813 | 258 | 0.0% | — | 186 | +4,813 | New | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,824 | 258 | 0.03% | 0.03% | 187 | +457 | 10.46% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 4,691 | 251 | 0.02% | — | 188 | +4,691 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,657 | 249 | 0.0% | 0.0% | 189 | +2,402 | 106.52% | Q4 2025 | Jan 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 4,642 | 248 | 0.05% | 0.05% | 190 | +149 | 3.32% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | New | 4,558 | 244 | 0.0% | — | 191 | +4,558 | New | Q4 2025 | Feb 17, 2026 |
| Foster Group, Inc. | History | Added to | 4,556 | 244 | 0.01% | 0.01% | 192 | +107 | 2.41% | Q4 2025 | Jan 12, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 4,529 | 242 | 0.03% | 0.03% | 193 | +86 | 1.94% | Q4 2025 | Feb 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 4,444 | 238 | 0.01% | 0.01% | 194 | +383 | 9.43% | Q4 2025 | Mar 04, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,426 | 237 | 0.0% | — | 195 | +4,426 | New | Q4 2025 | Jan 29, 2026 |
| Argos Wealth Advisors, LLC | History | New | 4,336 | 232 | 0.06% | — | 196 | +4,336 | New | Q4 2025 | Feb 04, 2026 |
| SYON CAPITAL LLC | History | New | 4,269 | 228 | 0.01% | — | 197 | +4,269 | New | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 4,086 | 219 | 0.0% | 0.0% | 198 | +90 | 2.25% | Q4 2025 | Jan 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 3,953 | 213 | 0.0% | 0.0% | 199 | -92 | -2.27% | Q4 2025 | Feb 03, 2026 |
| XPONANCE LLC | History | New | 3,842 | 206 | 0.0% | — | 200 | +3,842 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 3,812 | 204 | 0.01% | 0.01% | 201 | +370 | 10.75% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Added to | 3,609 | 194 | 0.0% | 0.0% | 202 | +153 | 4.43% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 3,492 | 187 | 0.0% | 0.0% | 203 | +207 | 6.3% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,657 | 142 | 0.0% | 0.0% | 204 | +1,946 | 273.7% | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,496 | 134 | 0.01% | 0.01% | 205 | +609 | 32.27% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 2,125 | 114 | 0.02% | 0.02% | 206 | +63 | 3.06% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,703 | 91 | 0.0% | — | 207 | +1,703 | New | Q4 2025 | Feb 05, 2026 |
| Inspire Investing, LLC | History | New | 1,654 | 88 | 0.01% | — | 208 | +1,654 | New | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | Added to | 1,372 | 73 | 0.03% | 0.03% | 209 | +30 | 2.24% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,179 | 63 | 0.0% | — | 210 | +1,179 | New | Q4 2025 | Feb 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,100 | 58 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 1,047 | 56 | 0.0% | — | 212 | +1,047 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 972 | 52 | 0.0% | 0.0% | 213 | +25 | 2.64% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 762 | 40 | 0.0% | 0.0% | 214 | -67 | -8.08% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 705 | 37 | 0.0% | — | 215 | +705 | New | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 658 | 35 | 0.01% | — | 216 | +645 | 4961.54% | Q4 2025 | Mar 03, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 622 | 33 | 0.0% | 0.0% | 217 | +23 | 3.84% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 610 | 32 | 0.0% | — | 218 | +610 | New | Q4 2025 | Jan 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 613 | 32 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 569 | 30 | 0.0% | 0.0% | 220 | +256 | 81.79% | Q4 2025 | Feb 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 481 | 25 | 0.0% | 0.0% | 221 | +200 | 71.17% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 443 | 23 | 0.0% | 0.0% | 223 | +286 | 182.17% | Q4 2025 | Jan 14, 2026 |
| Park Place Capital Corp | History | Added to | 434 | 23 | 0.0% | 0.0% | 224 | +222 | 104.72% | Q4 2025 | Jan 09, 2026 |
| HM PAYSON & CO | History | No change | 440 | 23 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 406 | 21 | 0.0% | — | 225 | +406 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 335 | 17 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | No change | 711 | 16 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | No change | 230 | 12 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 213 | 11 | 0.0% | 0.0% | 229 | +49 | 29.88% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 202 | 10 | 0.0% | 0.0% | 230 | -2 | -0.98% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 174 | 9 | 0.0% | 0.0% | 231 | +33 | 23.4% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 186 | 9 | 0.0% | 0.0% | 232 | +18 | 10.71% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 178 | 9 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Added to | 158 | 8 | 0.0% | — | 234 | +152 | 2533.33% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 142 | 7 | 0.0% | 0.0% | 235 | -14 | -8.97% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | No change | 149 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 127 | 6 | 0.01% | — | 238 | +127 | New | Q4 2025 | Feb 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 129 | 6 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 115 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |
| Hood River Capital Management LLC | History | New | 100 | 5 | 0.0% | — | 241 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 99 | 5 | 0.0% | 0.0% | 242 | +19 | 23.75% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 96 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | New | 92 | 4 | 0.0% | — | 243 | +92 | New | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,080 | 4 | 0.0% | — | 244 | +80 | 0.8% | Q4 2025 | Feb 18, 2026 |
| Elyxium Wealth, LLC | History | New | 74 | 3 | 0.0% | — | 248 | +74 | New | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Added to | 74 | 3 | 0.0% | 0.0% | 247 | +29 | 64.44% | Q4 2025 | Jan 08, 2026 |
| WPG Advisers, LLC | History | Added to | 66 | 3 | 0.0% | 0.0% | 249 | +3 | 4.76% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 71 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kozak & Associates, Inc. | History | No change | 69 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 42 | 2 | 0.0% | — | 251 | +42 | New | Q4 2025 | Jan 22, 2026 |
| IMA Advisory Services, Inc. | History | New | 39 | 2 | 0.0% | — | 250 | +39 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 36 | 1 | 0.0% | — | 259 | +36 | New | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 35 | 1 | 0.0% | — | 260 | +35 | New | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 22 | 1 | 0.0% | — | 258 | +22 | New | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | New | 21 | 1 | 0.0% | — | 253 | +21 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | New | 21 | 1 | 0.0% | — | 255 | +21 | New | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | Added to | 28 | 1 | 0.0% | 0.0% | 257 | +8 | 40.0% | Q4 2025 | Jan 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 21 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 1 | 0.0% | — | 256 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,851 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,038 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,006 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,126 | -100.0% | Q3 2025 | Nov 19, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,790 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Root Financial Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 13 | 0 | — | 0.0% | — | -8 | -38.1% | Q4 2025 | Feb 06, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kilter Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |