Sunstone Hotel Investors, Inc. - SHO
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 | 32,787,256 | 293,118 | 0.0% | 0.01% | 1 | +156,837 | 0.48% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 29,290,649 | 261,858 | 0.0% | 0.0% | 2 | -607,662 | -2.03% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 10,947,381 | 98,837 | 0.0% | 0.0% | 3 | -207,928 | -1.86% | Q4 2025 | Feb 13, 2026 |
| Blackstone Inc. | History | No change | 8,645,000 | 77,286 | 0.31% | 0.33% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,341,573 | 74,573 | 0.01% | 0.0% | 5 | +587,775 | 7.58% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 5,369,789 | 48,005 | 0.14% | 0.08% | 6 | +2,495,914 | 86.85% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 5,087,696 | 45,484 | 0.01% | 0.02% | 7 | -848,804 | -14.3% | Q4 2025 | Jan 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,877,120 | 43,608 | 0.0% | 0.0% | 8 | -109,655 | -2.2% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 4,399,951 | 39,335 | 0.05% | 0.05% | 9 | +270,659 | 6.55% | Q4 2025 | Feb 13, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 4,381,967 | 39,174 | 0.58% | 0.59% | 10 | -3,516 | -0.08% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,199,889 | 37,547 | 0.01% | 0.01% | 11 | +122,916 | 3.01% | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | Reduced | 4,135,575 | 36,972 | 0.14% | 0.21% | 12 | -591,779 | -12.52% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 3,785,820 | 33,845 | 0.28% | 0.26% | 13 | -103,821 | -2.67% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 3,655,843 | 32,683 | 0.04% | 0.04% | 14 | +679,948 | 22.85% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 3,408,676 | 30,473 | 0.01% | 0.01% | 15 | +389,210 | 12.89% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,010,692 | 26,915 | 0.0% | 0.0% | 16 | -308,746 | -9.3% | Q4 2025 | Feb 17, 2026 |
| H/2 CREDIT MANAGER LP | History | Reduced | 2,788,210 | 24,927 | 5.46% | 6.94% | 17 | -200,000 | -6.69% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,632,649 | 23,535 | 0.0% | 0.0% | 18 | -1,283,187 | -32.77% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,536,997 | 22,681 | 0.0% | 0.01% | 19 | +43,355 | 1.74% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,528,167 | 22,601 | 0.0% | 0.0% | 20 | -186,038 | -6.85% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,477,469 | 22,148 | 0.01% | 0.01% | 21 | +687,320 | 38.39% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,900,000 | 16,986 | 0.03% | 0.02% | 22 | +865,000 | 83.57% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,834,913 | 16,404 | 0.0% | 0.0% | 23 | -659,802 | -26.45% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,797,874 | 16,072 | 0.04% | 0.05% | 24 | -188,421 | -9.49% | Q4 2025 | Feb 09, 2026 |
| Tributary Capital Management, LLC | History | Added to | 1,537,256 | 13,743 | 1.35% | 1.14% | 25 | +191,403 | 14.22% | Q4 2025 | Jan 27, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 1,517,366 | 13,565 | 0.13% | 0.13% | 26 | +119,290 | 8.53% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,459,178 | 13,045 | 0.0% | 0.0% | 27 | -106,445 | -6.8% | Q4 2025 | Feb 10, 2026 |
| DAVIS SELECTED ADVISERS | History | Reduced | 1,279,610 | 11,439 | 0.05% | 0.06% | 28 | -32,190 | -2.45% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,276,114 | 11,408 | 0.0% | 0.0% | 29 | -96,565 | -7.03% | Q4 2025 | Mar 25, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,234,457 | 11,036 | 0.0% | 0.0% | 30 | -114,774 | -8.51% | Q4 2025 | Feb 09, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 949,930 | 8,492 | 0.03% | 0.03% | 31 | +208,969 | 28.2% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 905,068 | 8,091 | 0.0% | 0.0% | 32 | -12,628 | -1.38% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | Added to | 873,930 | 7,812 | 0.0% | 0.0% | 33 | +194,271 | 28.58% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 838,398 | 7,495 | 0.0% | 0.0% | 34 | -173,161 | -17.12% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 810,117 | 7,242 | 0.0% | 0.0% | 35 | -85,158 | -9.51% | Q4 2025 | Feb 19, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 799,000 | 7,143 | 0.01% | 0.01% | 36 | +395,800 | 98.16% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 798,292 | 7,136 | 0.01% | 0.0% | 37 | +388,115 | 94.62% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | New | 686,050 | 6,133 | 0.02% | — | 38 | +686,050 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 663,572 | 5,932 | 0.02% | — | 39 | +663,572 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 655,301 | 5,858 | 0.0% | 0.0% | 40 | +549,482 | 519.27% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 598,257 | 5,352 | 0.0% | 0.0% | 41 | +112,332 | 23.12% | Q4 2025 | Mar 20, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 562,293 | 5,026 | 0.0% | 0.0% | 42 | -9,293 | -1.63% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 543,176 | 4,855 | 0.02% | 0.02% | 43 | -78,329 | -12.6% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 531,457 | 4,751 | 0.0% | 0.0% | 44 | -796,873 | -59.99% | Q4 2025 | Jan 29, 2026 |
| Long Pond Capital, LP | History | No change | 485,237 | 4,338 | 0.51% | 0.33% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 471,402 | 4,210 | 0.01% | 0.01% | 46 | +15,058 | 3.3% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 439,526 | 3,929 | 0.01% | 0.01% | 47 | +44,616 | 11.3% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 418,303 | 3,739 | 0.01% | 5.26% | 48 | +297,360 | 245.87% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 399,888 | 3,574 | 0.0% | 0.01% | 49 | -172,039 | -30.08% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 370,422 | 3,311 | 0.0% | 0.0% | 50 | +72,108 | 24.17% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 367,025 | 3,281 | 0.0% | 0.0% | 51 | +31,647 | 9.44% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 358,303 | 3,203 | 0.07% | 0.04% | 52 | +190,413 | 113.42% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Reduced | 355,749 | 3,180 | 0.0% | 0.0% | 53 | -9,500 | -2.6% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 335,776 | 3,001 | 0.0% | 0.0% | 54 | -9,944 | -2.88% | Q4 2025 | Feb 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 304,423 | 2,776 | 0.01% | 0.01% | 55 | -38,412 | -11.2% | Q4 2025 | Jan 27, 2026 |
| BARCLAYS PLC | History | Added to | 308,643 | 2,759 | 0.0% | 0.0% | 56 | +2,011 | 0.66% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 298,297 | 2,666 | 0.0% | 0.0% | 57 | +67,359 | 29.17% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 284,600 | 2,544 | 0.01% | 0.01% | 58 | +2,300 | 0.81% | Q4 2025 | Feb 10, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 270,000 | 2,413 | 0.07% | 0.09% | 59 | -30,000 | -10.0% | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 268,773 | 2,402 | 0.01% | 0.0% | 60 | -44,382 | -14.17% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 264,910 | 2,368 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 262,740 | 2,349 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 261,098 | 2,334 | 0.0% | 0.0% | 63 | -1,705 | -0.65% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 242,725 | 2,169 | 0.0% | 0.0% | 64 | -1,080 | -0.44% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 236,239 | 2,111 | 0.01% | 0.01% | 65 | +2,496 | 1.07% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Added to | 232,358 | 2,077 | 0.0% | 0.0% | 66 | +38,824 | 20.06% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 220,287 | 1,969 | 0.0% | 0.0% | 67 | +45,773 | 26.23% | Q4 2025 | Feb 17, 2026 |
| Apollo Management Holdings, L.P. | History | New | 220,020 | 1,966 | 0.02% | — | 68 | +220,020 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 211,251 | 1,888 | 0.0% | 0.0% | 69 | -3,290 | -1.53% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 209,285 | 1,871 | 0.0% | — | 70 | +209,285 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 196,765 | 1,759 | 0.0% | 0.0% | 71 | -70,383 | -26.35% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 196,540 | 1,755 | 0.02% | 0.02% | 72 | -1,684 | -0.85% | Q4 2025 | Jan 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 188,111 | 1,681 | 0.04% | 0.03% | 73 | +60,638 | 47.57% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 175,152 | 1,565 | 0.01% | — | 74 | +175,152 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 173,022 | 1,547 | 0.0% | 0.0% | 75 | +35,972 | 26.25% | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 171,786 | 1,535 | 0.0% | 0.0% | 76 | -6,827 | -3.82% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 169,879 | 1,519 | 0.0% | 0.0% | 77 | +7,043 | 4.33% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 166,995 | 1,492 | 0.0% | 0.0% | 78 | -55,065 | -24.8% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 149,683 | 1,366 | 0.0% | 0.0% | 79 | +7,744 | 5.46% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 146,052 | 1,305 | 0.0% | — | 80 | +146,052 | New | Q4 2025 | Feb 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 136,415 | 1,219 | 0.03% | 0.03% | 81 | -16,442 | -10.76% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 135,985 | 1,215 | 0.0% | 0.0% | 82 | -13,162 | -8.82% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 122,192 | 1,092 | 0.0% | 0.0% | 83 | -46,697 | -27.65% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 116,073 | 1,037 | 0.0% | 0.0% | 84 | +9,373 | 8.78% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 112,247 | 1,003 | 0.0% | 0.0% | 85 | +22,172 | 24.62% | Q4 2025 | Jan 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 106,422 | 951 | 0.01% | 0.01% | 86 | +6 | 0.01% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 105,899 | 946 | 0.0% | 0.01% | 87 | -4,260 | -3.87% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 104,132 | 930 | 0.0% | — | 88 | +104,132 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 103,645 | 926 | 0.0% | 0.0% | 89 | +14,429 | 16.17% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 102,090 | 913 | 0.0% | — | 90 | +102,090 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 102,080 | 912 | 0.0% | 0.0% | 91 | +2,344 | 2.35% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 98,640 | 882 | 0.0% | 0.0% | 92 | +33,986 | 52.57% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 96,115 | 859 | 0.0% | 0.0% | 93 | +1,434 | 1.51% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 95,927 | 857 | 0.0% | 0.01% | 94 | -17,247 | -15.24% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 93,188 | 832 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 88,000 | 786 | 0.0% | — | 96 | +88,000 | New | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 87,000 | 777 | 0.01% | 0.01% | 97 | -300 | -0.34% | Q4 2025 | Jan 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 85,393 | 763 | 0.0% | — | 98 | +85,393 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 84,490 | 755 | 0.0% | 0.0% | 99 | -4,028 | -4.55% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 82,800 | 740 | 0.0% | 0.0% | 100 | +2,935 | 3.67% | Q4 2025 | Feb 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 79,099 | 720 | 0.0% | 0.0% | 101 | -4,461 | -5.34% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 80,035 | 715 | 0.01% | 0.01% | 102 | +7,441 | 10.25% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 79,845 | 713 | 0.0% | 0.0% | 103 | +55 | 0.07% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 79,638 | 698 | 0.0% | 0.0% | 104 | -9,131 | -10.29% | Q4 2025 | Feb 18, 2026 |
| NORGES BANK | History | New | 76,740 | 686 | 0.0% | — | 105 | +76,740 | New | Q4 2025 | Feb 10, 2026 |
| MQS Management LLC | History | New | 75,037 | 670 | 0.4% | — | 106 | +75,037 | New | Q4 2025 | Feb 09, 2026 |
| Greenland Capital Management LP | History | Reduced | 75,000 | 670 | 0.07% | 0.08% | 107 | -12,000 | -13.79% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 71,171 | 636 | 0.0% | 0.0% | 108 | +20,995 | 41.84% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | New | 68,255 | 610 | 0.01% | — | 109 | +68,255 | New | Q4 2025 | Feb 02, 2026 |
| Aberdeen Group plc | History | Reduced | 65,218 | 583 | 0.0% | 0.0% | 110 | -49 | -0.08% | Q4 2025 | Jan 16, 2026 |
| Tidal Investments LLC | History | Added to | 64,815 | 579 | 0.0% | 0.0% | 111 | +6,632 | 11.4% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 49,529 | 559 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 56,574 | 505 | 0.0% | 0.0% | 113 | -5,999 | -9.59% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Added to | 54,944 | 491 | 0.0% | 0.0% | 114 | +237 | 0.43% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 53,563 | 478 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Reduced | 52,552 | 469 | 0.0% | 0.0% | 116 | -102,638 | -66.14% | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 51,663 | 461 | 0.03% | 0.01% | 117 | +32,165 | 164.97% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 51,091 | 456 | 0.01% | 0.02% | 118 | +9,046 | 21.52% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 50,472 | 451 | 0.0% | 0.0% | 119 | -5,431 | -9.72% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 49,799 | 445 | 0.0% | 0.0% | 120 | -32,648 | -39.6% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 49,440 | 441 | 0.0% | 0.0% | 122 | -3,921 | -7.35% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 49,386 | 441 | 0.0% | 0.0% | 121 | +449 | 0.92% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 48,567 | 435 | 0.0% | 0.0% | 123 | -8,410 | -14.76% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 48,619 | 435 | 0.0% | 0.0% | 124 | +2,273 | 4.9% | Q4 2025 | Feb 13, 2026 |
| Metis Global Partners, LLC | History | No change | 44,844 | 400 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 44,563 | 398 | 0.0% | 0.0% | 126 | +5,567 | 14.28% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 43,485 | 388 | 0.0% | 0.01% | 127 | +700 | 1.64% | Q4 2025 | Feb 04, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 40,815 | 364 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 39,741 | 355 | 0.0% | 0.0% | 129 | -3,520 | -8.14% | Q4 2025 | Jan 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 39,745 | 355 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Entropy Technologies, LP | History | New | 39,224 | 350 | 0.02% | — | 131 | +39,224 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 38,400 | 346 | 0.0% | 0.0% | 132 | -4,000 | -9.43% | Q4 2025 | Jan 28, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 38,300 | 342 | 0.0% | 0.0% | 133 | -16,500 | -30.11% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 36,043 | 322 | 0.0% | — | 134 | +36,043 | New | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 35,450 | 316 | 0.0% | 0.0% | 135 | -433 | -1.21% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,788 | 302 | 0.0% | 0.0% | 136 | -761 | -2.2% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,251 | 299 | 0.0% | 0.0% | 137 | -6,081 | -15.46% | Q4 2025 | Jan 21, 2026 |
| STRS OHIO | History | Reduced | 32,100 | 286 | 0.0% | 0.0% | 138 | -2,500 | -7.23% | Q4 2025 | Feb 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 31,617 | 283 | 0.02% | 0.05% | 139 | -30,143 | -48.81% | Q4 2025 | Feb 06, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 31,175 | 278 | 0.0% | 0.0% | 140 | +1,047 | 3.48% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,312 | 262 | 0.0% | 0.0% | 142 | +2,537 | 9.48% | Q4 2025 | Feb 17, 2026 |
| IFM Investors Pty Ltd | History | Reduced | 29,342 | 262 | 0.0% | 0.0% | 141 | -1,556 | -5.04% | Q4 2025 | Feb 12, 2026 |
| PharVision Advisers, LLC | History | New | 28,730 | 256 | 0.13% | — | 143 | +28,730 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | New | 27,800 | 248 | 0.0% | — | 144 | +27,800 | New | Q4 2025 | Jan 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 27,671 | 247 | 0.01% | 0.01% | 145 | +361 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 27,420 | 245 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 27,279 | 244 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 26,365 | 238 | 0.0% | 0.0% | 148 | -9,042 | -25.54% | Q4 2025 | Jan 15, 2026 |
| Vestcor Inc | History | No change | 26,603 | 238 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 26,284 | 234 | 0.01% | — | 150 | +26,284 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 25,172 | 225 | 0.0% | 0.0% | 151 | +4,321 | 20.72% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 23,932 | 214 | 0.0% | 0.0% | 152 | -4,913 | -17.03% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | New | 23,075 | 206 | 0.01% | — | 153 | +23,075 | New | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | New | 21,795 | 194 | 0.01% | — | 155 | +21,795 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 21,705 | 194 | 0.0% | 0.0% | 154 | +425 | 2.0% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,555 | 192 | 0.0% | 0.0% | 156 | -38,973 | -64.39% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 21,522 | 192 | 0.0% | 0.0% | 157 | -10,961 | -33.74% | Q4 2025 | Feb 18, 2026 |
| Heritage Family Offices, LLP | History | Added to | 21,473 | 191 | 0.09% | 0.09% | 158 | +1,938 | 9.92% | Q4 2025 | Jan 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 20,277 | 181 | 0.0% | 0.0% | 159 | +644 | 3.28% | Q4 2025 | Feb 13, 2026 |
| Alpine Global Management, LLC | History | New | 19,736 | 176 | 0.04% | — | 160 | +19,736 | New | Q4 2025 | Feb 26, 2026 |
| CIBC Asset Management Inc | History | New | 19,230 | 171 | 0.0% | — | 161 | +19,230 | New | Q4 2025 | Feb 10, 2026 |
| Virtus Investment Advisers, LLC | History | New | 17,751 | 158 | 0.04% | — | 162 | +17,751 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 17,548 | 156 | 0.0% | 0.0% | 163 | -2,334 | -11.74% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 16,000 | 143 | 0.0% | 0.0% | 164 | -14,000 | -46.67% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 14,775 | 132 | 0.0% | 0.0% | 165 | -1,143 | -7.18% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 14,618 | 130 | 0.0% | 0.0% | 166 | -43,050 | -74.65% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 14,563 | 130 | 0.01% | 0.03% | 167 | -42,196 | -74.34% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,536 | 129 | 0.0% | 0.0% | 168 | +2,591 | 21.69% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 14,400 | 128 | 0.0% | 0.0% | 169 | -600 | -4.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,202 | 126 | 0.0% | 0.0% | 170 | -2,886 | -16.89% | Q4 2025 | Jan 30, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 13,716 | 122 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,495 | 120 | 0.0% | 0.0% | 172 | -382 | -2.75% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 13,110 | 119 | 0.0% | 0.0% | 173 | -60 | -0.46% | Q4 2025 | Feb 18, 2026 |
| Ethic Inc. | History | New | 13,230 | 118 | 0.0% | — | 174 | +13,230 | New | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,064 | 116 | 0.0% | 0.0% | 175 | +1,052 | 8.76% | Q4 2025 | Feb 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 12,940 | 116 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 12,041 | 107 | 0.0% | — | 177 | +12,041 | New | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 11,997 | 107 | 0.0% | — | 178 | +11,997 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,925 | 106 | 0.0% | 0.0% | 179 | +423 | 3.68% | Q4 2025 | Feb 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 11,953 | 106 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DRW Securities, LLC | History | New | 11,608 | 103 | 0.0% | — | 181 | +11,608 | New | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,332 | 92 | 0.0% | — | 182 | +10,332 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,217 | 91 | 0.0% | 0.0% | 183 | -2,303 | -18.39% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 9,817 | 88 | 0.0% | 0.0% | 184 | +44 | 0.45% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,829 | 87 | 0.0% | 0.0% | 185 | -2,453 | -19.97% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | Added to | 9,010 | 80 | 0.0% | 0.0% | 186 | +3,280 | 57.24% | Q4 2025 | Feb 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 8,700 | 77 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 7,140 | 63 | 0.03% | 0.05% | 188 | -5,000 | -41.19% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,206 | 55 | 0.0% | 0.0% | 189 | -418 | -6.31% | Q4 2025 | Jan 05, 2026 |
| KBC Group NV | History | No change | 5,844 | 52 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,362 | 48 | 0.0% | 0.0% | 191 | +478 | 9.79% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,348 | 48 | 0.0% | 0.0% | 192 | +107 | 2.04% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,274 | 47 | 0.0% | 0.0% | 193 | +1,135 | 27.42% | Q4 2025 | Jan 26, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 4,097 | 36 | 0.02% | 0.03% | 194 | -860 | -17.35% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,113 | 27 | 0.0% | — | 195 | +3,113 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,960 | 26 | 0.0% | — | 196 | +2,960 | New | Q4 2025 | Feb 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,990 | 26 | 0.0% | 0.0% | 197 | -191 | -6.0% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | No change | 2,610 | 23 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quarry LP | History | New | 2,395 | 21 | 0.0% | — | 199 | +2,395 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 2,318 | 20 | 0.0% | 0.0% | 200 | +626 | 37.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,991 | 17 | 0.0% | 0.0% | 201 | -9,053 | -81.97% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,992 | 17 | 0.0% | 0.0% | 203 | -786 | -28.29% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,009 | 17 | 0.0% | 0.0% | 202 | +44 | 2.24% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,715 | 15 | 0.0% | 0.0% | 205 | +608 | 54.92% | Q4 2025 | Jan 26, 2026 |
| DANSKE BANK A/S | History | Reduced | 1,700 | 15 | 0.0% | 0.0% | 204 | -100 | -5.56% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,638 | 14 | 0.0% | 0.0% | 206 | +1,313 | 404.0% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,456 | 13 | 0.0% | 0.0% | 207 | +331 | 29.42% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,311 | 12 | 0.0% | 0.0% | 208 | +152 | 13.11% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,292 | 11 | 0.0% | 0.0% | 209 | -733 | -36.2% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 981 | 8 | 0.0% | 0.0% | 211 | +271 | 38.17% | Q4 2025 | Mar 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 932 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 859 | 7 | 0.0% | 0.0% | 213 | -115 | -11.81% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 804 | 7 | 0.0% | 0.0% | 212 | -14 | -1.71% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | New | 708 | 6 | 0.0% | — | 215 | +708 | New | Q4 2025 | Jan 21, 2026 |
| MCF Advisors LLC | History | No change | 694 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 572 | 5 | 0.0% | 0.0% | 217 | -3,860 | -87.09% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 599 | 5 | 0.0% | 0.0% | 216 | +105 | 21.26% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 514 | 4 | 0.0% | — | 220 | +514 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 465 | 4 | 0.0% | — | 218 | +465 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 551 | 4 | 0.0% | 0.0% | 222 | +71 | 14.79% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 454 | 4 | 0.0% | 0.0% | 221 | -65 | -12.52% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 519 | 4 | 0.0% | 0.0% | 219 | -35 | -6.32% | Q4 2025 | Jan 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 394 | 3 | 0.0% | — | 224 | +394 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 373 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 230 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 124 | 1 | 0.0% | — | 230 | +124 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 132 | 1 | 0.0% | — | 229 | +80 | 153.85% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 201 | 1 | 0.0% | 0.0% | 227 | -32 | -13.73% | Q4 2025 | Jan 16, 2026 |
| True Wealth Design, LLC | History | Added to | 125 | 1 | 0.0% | — | 228 | +30 | 31.58% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 116 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 2.38% | — | -3,708,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -734,301 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Closed out | 0 | 0 | — | 0.56% | — | -195,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -98,772 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -56,966 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,908 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,163 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.06% | — | -18,776 | -100.0% | Q3 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,493 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,663 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,430 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,228 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -571 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -108 | -87.1% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -105 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ankerstar Wealth, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 29, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Covestor Ltd | History | Reduced | 12 | 0 | — | — | — | -1 | -7.69% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Quent Capital, LLC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |