SELECTIVE INSURANCE GROUP INC - SIGI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | Reduced | 7,473,154 | 625,278 | 0.01% | 0.01% | 1 | -23,869 | -0.32% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,632,077 | 554,905 | 0.01% | 0.01% | 2 | -85,407 | -1.27% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 4,934,993 | 412,910 | 0.02% | 0.02% | 3 | -310,902 | -5.93% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,059,547 | 339,662 | 0.18% | 0.13% | 4 | +1,462,838 | 56.33% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 2,351,078 | 196,714 | 0.01% | 0.01% | 5 | -64,213 | -2.66% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,660,758 | 138,975 | 0.01% | 0.01% | 6 | +8,580 | 0.52% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,351,236 | 113,058 | 0.17% | — | 7 | +1,351,236 | New | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,314,692 | 110,004 | 0.02% | 0.02% | 8 | +44,305 | 3.49% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,145,193 | 95,818 | 0.01% | 0.01% | 9 | -60,782 | -5.04% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 1,076,757 | 90,092 | 0.88% | 0.8% | 10 | -12,710 | -1.17% | Q4 2025 | Jan 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,036,519 | 86,725 | 0.06% | 0.02% | 11 | +730,890 | 239.14% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 890,546 | 74,511 | 0.01% | 0.01% | 12 | -9,130 | -1.01% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 867,785 | 72,607 | 0.01% | 0.01% | 13 | -55,591 | -6.02% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 784,336 | 65,625 | 0.01% | — | 14 | +784,336 | New | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 782,425 | 65,465 | 0.03% | 0.03% | 15 | +21,990 | 2.89% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 740,447 | 61,953 | 0.0% | 0.0% | 16 | +40,812 | 5.83% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 675,273 | 56,500 | 0.22% | — | 17 | +675,273 | New | Q4 2025 | Feb 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 615,218 | 51,475 | 0.55% | 0.12% | 18 | +449,241 | 270.66% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 609,971 | 51,036 | 0.03% | 0.01% | 19 | +308,006 | 102.0% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 552,550 | 46,231 | 0.01% | 0.01% | 20 | -330 | -0.06% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 496,845 | 41,571 | 0.01% | 0.0% | 21 | -6,449 | -1.28% | Q4 2025 | Mar 25, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 482,535 | 40,373 | 0.01% | 0.01% | 22 | -34,262 | -6.63% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 482,364 | 40,359 | 0.01% | 0.01% | 23 | -66,348 | -12.09% | Q4 2025 | Feb 10, 2026 |
| Boston Trust Walden Corp | History | Reduced | 476,211 | 39,844 | 0.3% | 0.37% | 24 | -141,289 | -22.88% | Q4 2025 | Jan 28, 2026 |
| Verition Fund Management LLC | History | Added to | 440,506 | 36,857 | 0.14% | 0.15% | 25 | +6,322 | 1.46% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 422,498 | 35,600 | 0.01% | 0.01% | 26 | -120,386 | -22.18% | Q4 2025 | Feb 18, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 380,429 | 31,830 | 0.01% | 0.01% | 27 | +118,098 | 45.02% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 378,585 | 31,676 | 0.01% | 0.01% | 28 | -2,045 | -0.54% | Q4 2025 | Feb 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 357,467 | 29,909 | 0.08% | 0.08% | 29 | -37,394 | -9.47% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 337,740 | 28,258 | 0.0% | 0.0% | 30 | -103,085 | -23.38% | Q4 2025 | Feb 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 327,847 | 27,431 | 0.65% | 0.65% | 31 | -4,188 | -1.26% | Q4 2025 | Feb 09, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 296,836 | 24,836 | 0.12% | 0.12% | 32 | -3,190 | -1.06% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 280,000 | 23,427 | 0.04% | 0.03% | 33 | +65,000 | 30.23% | Q4 2025 | Feb 17, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 256,516 | 21,462 | 2.11% | 2.03% | 34 | -19,809 | -7.17% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 237,076 | 19,836 | 0.0% | 0.0% | 35 | +74,757 | 46.06% | Q4 2025 | Jan 29, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 225,531 | 18,870 | 0.29% | 0.27% | 36 | +27,240 | 13.74% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 222,210 | 18,592 | 0.0% | 0.0% | 37 | -134,910 | -37.78% | Q4 2025 | Feb 19, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 209,149 | 17,499 | 0.06% | 0.05% | 38 | +39,482 | 23.27% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 200,957 | 16,814 | 0.02% | 0.02% | 39 | -2,302 | -1.13% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 191,729 | 16,041 | 0.01% | 0.01% | 40 | -18,126 | -8.64% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 189,838 | 15,883 | 0.34% | 0.39% | 41 | -25,227 | -11.73% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 187,468 | 15,686 | 0.02% | 0.02% | 42 | -14,266 | -7.07% | Q4 2025 | Feb 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 182,308 | 15,253 | 0.03% | 0.0% | 43 | +158,508 | 666.0% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 160,653 | 13,441 | 0.01% | 0.01% | 44 | -39,354 | -19.68% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 156,379 | 13,084 | 0.0% | 0.0% | 45 | +31 | 0.02% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 143,971 | 12,045 | 0.0% | 0.0% | 46 | +8,543 | 6.31% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 131,736 | 11,022 | 0.01% | 0.01% | 47 | -5,780 | -4.2% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Reduced | 131,670 | 11,016 | 0.0% | 0.0% | 48 | -8,653 | -6.17% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 127,696 | 10,684 | 0.04% | — | 49 | +127,696 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 122,527 | 10,251 | 0.01% | 0.01% | 50 | -93,545 | -43.29% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 120,000 | 10,040 | 0.01% | 0.01% | 51 | +2,200 | 1.87% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 118,999 | 9,956 | 0.03% | 0.03% | 52 | -2,630 | -2.16% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 118,643 | 9,926 | 0.01% | 0.01% | 53 | +1,447 | 1.23% | Q4 2025 | Jan 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 115,218 | 9,640 | 0.0% | 0.0% | 54 | -4,262 | -3.57% | Q4 2025 | Feb 17, 2026 |
| EULAV Asset Management | History | No change | 110,193 | 9,219 | 0.25% | 0.21% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 101,743 | 8,514 | 0.0% | 0.0% | 56 | +3,087 | 3.13% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 100,019 | 8,368 | 0.01% | 0.01% | 57 | +6,736 | 7.22% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 97,294 | 8,140 | 0.01% | 0.02% | 58 | -104,200 | -51.71% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 97,205 | 8,133 | 0.0% | 0.0% | 59 | +79,835 | 459.61% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 93,580 | 7,829 | 0.0% | 0.0% | 60 | -5,720 | -5.76% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 93,186 | 7,796 | 0.0% | 0.0% | 61 | -3,908 | -4.02% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 89,770 | 7,511 | 0.22% | 0.21% | 62 | -117 | -0.13% | Q4 2025 | Feb 05, 2026 |
| Voleon Capital Management LP | History | Added to | 81,961 | 6,857 | 0.15% | 0.1% | 63 | +30,213 | 58.38% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 77,605 | 6,493 | 0.0% | 0.0% | 64 | +5,018 | 6.91% | Q4 2025 | Feb 17, 2026 |
| Gillson Capital LP | History | New | 77,500 | 6,484 | 0.42% | — | 65 | +77,500 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 76,135 | 6,370 | 0.02% | 0.02% | 66 | +23 | 0.03% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 74,532 | 6,236 | 0.02% | 0.01% | 67 | +49,324 | 195.67% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 74,336 | 6,220 | 0.01% | 0.01% | 68 | +100 | 0.13% | Q4 2025 | Jan 30, 2026 |
| Retirement Systems of Alabama | History | Reduced | 72,501 | 6,066 | 0.02% | 0.02% | 69 | -1,070 | -1.45% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 67,471 | 5,645 | 0.01% | 0.01% | 70 | +1,117 | 1.68% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 66,686 | 5,579 | 0.0% | 0.0% | 71 | +4,521 | 7.27% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 64,836 | 5,424 | 0.0% | 0.0% | 72 | -32,471 | -33.37% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 62,686 | 5,244 | 0.05% | 0.02% | 73 | +36,351 | 138.03% | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 60,290 | 5,044 | 0.22% | 0.2% | 74 | +390 | 0.65% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 59,773 | 5,001 | 0.0% | — | 75 | +59,773 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,593 | 4,818 | 0.0% | 0.0% | 76 | -69 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 57,172 | 4,783 | 0.04% | — | 77 | +57,172 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 55,955 | 4,681 | 0.02% | 0.01% | 78 | +27,236 | 94.84% | Q4 2025 | Jan 29, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 55,749 | 4,664 | 0.14% | 0.14% | 79 | -2,751 | -4.7% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 54,059 | 4,523 | 0.01% | 0.0% | 80 | +29,300 | 118.34% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 51,791 | 4,333 | 0.0% | 0.0% | 81 | -7,083 | -12.03% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 49,261 | 4,121 | 0.0% | 0.0% | 82 | -69,033 | -58.36% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 43,700 | 3,656 | 0.0% | 0.0% | 83 | +12,700 | 40.97% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 43,200 | 3,614 | 0.01% | 0.0% | 84 | +39,232 | 988.71% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 39,983 | 3,345 | 0.04% | 0.02% | 85 | +21,726 | 119.0% | Q4 2025 | Jan 30, 2026 |
| Holocene Advisors, LP | History | Reduced | 39,942 | 3,341 | 0.01% | 0.01% | 87 | -21,226 | -34.7% | Q4 2025 | Feb 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 39,938 | 3,341 | 0.0% | 0.0% | 86 | -6,194 | -13.43% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 39,236 | 3,282 | 0.01% | 0.02% | 88 | -78,611 | -66.71% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 38,346 | 3,208 | 0.01% | 0.02% | 89 | -4,182 | -9.83% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 37,682 | 3,152 | 0.0% | 0.0% | 90 | +13,790 | 57.72% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 37,066 | 3,114 | 0.0% | — | 91 | +37,066 | New | Q4 2025 | Mar 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 35,617 | 2,980 | 0.0% | — | 92 | +35,617 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 34,940 | 2,923 | 0.04% | 0.03% | 94 | +5,976 | 20.63% | Q4 2025 | Feb 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 34,942 | 2,923 | 0.0% | 0.0% | 93 | -5,771 | -14.17% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 34,891 | 2,919 | 0.01% | 0.01% | 95 | -12,113 | -25.77% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 32,876 | 2,750 | 0.01% | 0.01% | 96 | +565 | 1.75% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 32,682 | 2,734 | 0.08% | 0.17% | 97 | -385 | -1.16% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 31,789 | 2,659 | 0.0% | 0.0% | 98 | -3,056 | -8.77% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,719 | 2,653 | 0.0% | 0.0% | 99 | -6,681 | -17.4% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 31,330 | 2,621 | 0.07% | 0.06% | 100 | +6 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 30,406 | 2,544 | 0.01% | 0.01% | 101 | -18,792 | -38.2% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 30,104 | 2,521 | 0.0% | 0.0% | 102 | +19,360 | 180.19% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 29,805 | 2,493 | 0.04% | 0.04% | 103 | -4,128 | -12.17% | Q4 2025 | Feb 13, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 29,805 | 2,493 | 0.38% | 0.37% | 104 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,598 | 2,392 | 0.0% | 0.0% | 105 | +8,274 | 40.71% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,347 | 2,372 | 0.0% | 0.0% | 106 | +22,456 | 381.19% | Q4 2025 | Jan 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 28,277 | 2,365 | 0.0% | 0.0% | 107 | +9 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 27,554 | 2,305 | 0.01% | 0.01% | 108 | -19,381 | -41.29% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 27,490 | 2,300 | 0.01% | 0.01% | 109 | +258 | 0.95% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 27,039 | 2,262 | 0.01% | 0.0% | 110 | +13,757 | 103.58% | Q4 2025 | Jan 26, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 26,905 | 2,251 | 0.05% | 0.07% | 111 | -8,976 | -25.02% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 25,451 | 2,129 | 0.02% | 0.02% | 112 | -1,249 | -4.68% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 25,223 | 2,110 | 0.0% | 0.0% | 113 | +19,271 | 323.77% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 25,200 | 2,108 | 0.0% | 0.0% | 114 | +15,700 | 165.26% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 25,142 | 2,103 | 0.02% | 0.04% | 115 | -18,936 | -42.96% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 24,136 | 2,029 | 0.01% | 0.01% | 116 | -1,033 | -4.1% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,326 | 1,964 | 0.0% | 0.0% | 117 | +6,619 | 39.62% | Q4 2025 | Jan 08, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,789 | 1,739 | 0.02% | 0.01% | 118 | +10,700 | 106.06% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,667 | 1,729 | 0.0% | 0.0% | 119 | +7,347 | 55.16% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 20,416 | 1,708 | 0.01% | 0.01% | 120 | -4,100 | -16.72% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,108 | 1,682 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 19,989 | 1,672 | 0.01% | — | 122 | +19,989 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,983 | 1,671 | 0.0% | 0.0% | 123 | +4,736 | 31.06% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,364 | 1,620 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 19,006 | 1,590 | 0.01% | 0.01% | 125 | +52 | 0.27% | Q4 2025 | Jan 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 18,893 | 1,580 | 0.0% | 0.0% | 126 | +2,383 | 14.43% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 18,710 | 1,565 | 0.01% | 0.0% | 127 | +15,725 | 526.8% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 18,681 | 1,563 | 0.0% | 0.0% | 128 | -4,945 | -20.93% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 18,395 | 1,539 | 0.0% | 0.0% | 129 | +1,717 | 10.29% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 18,383 | 1,538 | 0.0% | 0.0% | 130 | +661 | 3.73% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,684 | 1,519 | 0.02% | 0.02% | 131 | -449 | -2.35% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,146 | 1,518 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,339 | 1,450 | 0.0% | 0.0% | 133 | -62,554 | -78.3% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,081 | 1,429 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 16,866 | 1,411 | 0.01% | 0.01% | 135 | -1,099 | -6.12% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,700 | 1,397 | 0.02% | 0.02% | 136 | -200 | -1.18% | Q4 2025 | Jan 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 16,574 | 1,386 | 0.01% | 0.01% | 137 | -259 | -1.54% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | Reduced | 16,411 | 1,373 | 0.11% | 0.11% | 138 | -393 | -2.34% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,148 | 1,351 | 0.0% | 0.0% | 139 | +44 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 16,011 | 1,339 | 0.04% | 0.04% | 140 | -479 | -2.9% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 15,727 | 1,315 | 0.0% | 0.01% | 141 | -8,256 | -34.42% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 15,117 | 1,264 | 0.01% | 0.01% | 142 | -500 | -3.2% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 15,045 | 1,258 | 0.01% | 0.01% | 143 | -145 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | No change | 14,702 | 1,230 | 0.06% | 0.07% | 144 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,404 | 1,205 | 0.0% | 0.0% | 145 | -561 | -3.75% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,299 | 1,196 | 0.0% | 0.0% | 146 | -1,085 | -7.05% | Q4 2025 | Jan 30, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 14,281 | 1,194 | 0.01% | 0.01% | 147 | -200 | -1.38% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Added to | 13,537 | 1,132 | 0.0% | 0.0% | 148 | +543 | 4.18% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 13,516 | 1,130 | 0.01% | 0.02% | 149 | -48 | -0.35% | Q4 2025 | Feb 05, 2026 |
| WINTON GROUP Ltd | History | Reduced | 13,261 | 1,109 | 0.04% | 0.04% | 150 | -236 | -1.75% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,171 | 1,101 | 0.0% | 0.0% | 151 | +7,112 | 117.38% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 13,000 | 1,087 | 0.0% | 0.0% | 152 | +200 | 1.56% | Q4 2025 | Jan 28, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 12,700 | 1,062 | 0.0% | 0.0% | 153 | +8,800 | 225.64% | Q4 2025 | Feb 10, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 12,300 | 1,029 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,055 | 1,008 | 0.0% | 0.0% | 155 | -3,227 | -21.12% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 12,054 | 1,008 | 0.01% | 0.01% | 156 | -200 | -1.63% | Q4 2025 | Feb 04, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 11,964 | 1,007 | 0.18% | 0.16% | 157 | +680 | 6.03% | Q4 2025 | Feb 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 11,875 | 993 | 0.05% | 0.09% | 158 | -18,815 | -61.31% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 11,784 | 985 | 0.01% | 0.01% | 159 | +1,669 | 16.5% | Q4 2025 | Jan 14, 2026 |
| Jump Financial, LLC | History | New | 11,500 | 962 | 0.01% | — | 160 | +11,500 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 11,418 | 955 | 0.29% | 0.29% | 161 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,151 | 933 | 0.01% | 0.01% | 162 | -1,727 | -13.41% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 11,133 | 931 | 0.0% | 0.0% | 163 | +133 | 1.21% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,887 | 910 | 0.0% | 0.0% | 164 | -137 | -1.24% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 10,652 | 891 | 0.0% | 0.0% | 165 | -516 | -4.62% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,384 | 868 | 0.0% | 0.0% | 166 | -10,647 | -50.63% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 9,867 | 825 | 0.04% | — | 167 | +9,867 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 9,480 | 793 | 0.01% | 0.01% | 168 | -571 | -5.68% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,384 | 785 | 0.0% | 0.0% | 169 | -451 | -4.59% | Q4 2025 | Feb 12, 2026 |
| WBI INVESTMENTS, LLC | History | New | 9,177 | 767 | 0.2% | — | 170 | +9,177 | New | Q4 2025 | Feb 13, 2026 |
| Laurion Capital Management LP | History | New | 8,935 | 747 | 0.03% | — | 171 | +8,935 | New | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 8,850 | 740 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,742 | 731 | 0.01% | 0.01% | 173 | -538 | -5.8% | Q4 2025 | Jan 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,605 | 720 | 0.03% | 0.03% | 174 | +46 | 0.54% | Q4 2025 | Jan 27, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,370 | 700 | 0.0% | 0.0% | 175 | +642 | 8.31% | Q4 2025 | Jan 29, 2026 |
| CSS LLC/IL | History | Added to | 7,970 | 666 | 0.03% | 0.02% | 176 | +1,590 | 24.92% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 7,683 | 642 | 0.05% | 0.05% | 177 | +596 | 8.41% | Q4 2025 | Jan 13, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 7,589 | 634 | 0.1% | 0.1% | 178 | -372 | -4.67% | Q4 2025 | Jan 29, 2026 |
| Jain Global LLC | History | New | 7,505 | 627 | 0.0% | — | 179 | +7,505 | New | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 7,399 | 619 | 0.0% | 0.01% | 180 | -1,224 | -14.19% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 7,352 | 615 | 0.0% | 0.0% | 181 | +4,850 | 193.84% | Q4 2025 | Feb 13, 2026 |
| Dockside LLC | History | New | 7,330 | 613 | 0.16% | — | 182 | +7,330 | New | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,233 | 605 | 0.0% | 0.0% | 183 | -787 | -9.81% | Q4 2025 | Feb 24, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 7,189 | 601 | 0.0% | — | 184 | +7,189 | New | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,055 | 590 | 0.03% | 0.03% | 185 | +93 | 1.34% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,045 | 589 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 6,999 | 585 | 0.04% | 0.04% | 187 | -369 | -5.01% | Q4 2025 | Feb 12, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 6,846 | 572 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 6,726 | 563 | 0.0% | 0.06% | 189 | -186,610 | -96.52% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,722 | 562 | 0.0% | 0.0% | 190 | +2,217 | 49.21% | Q4 2025 | Feb 03, 2026 |
| Skyline Advisors, Inc. | History | No change | 6,575 | 550 | 0.18% | 0.18% | 191 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 6,420 | 537 | 0.0% | 0.14% | 192 | -248,327 | -97.48% | Q4 2025 | Feb 17, 2026 |
| First National Advisers, LLC | History | Reduced | 6,283 | 525 | 0.07% | 0.07% | 193 | -303 | -4.6% | Q4 2025 | Feb 04, 2026 |
| Versor Investments LP | History | Reduced | 6,100 | 510 | 0.08% | 0.11% | 194 | -1,200 | -16.44% | Q4 2025 | Feb 04, 2026 |
| Goodwin Investment Advisory | History | No change | 6,000 | 502 | 0.55% | 0.52% | 195 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,975 | 500 | 0.0% | 0.0% | 196 | -106 | -1.74% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,970 | 499 | 0.0% | — | 197 | +5,970 | New | Q4 2025 | Feb 18, 2026 |
| Optimize Financial Inc | History | Added to | 5,732 | 479 | 0.24% | 0.24% | 198 | +80 | 1.42% | Q4 2025 | Feb 09, 2026 |
| Somerset Trust Co | History | No change | 5,665 | 473 | 0.14% | 0.14% | 199 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Argyle Capital Management, LLC | History | No change | 5,474 | 458 | 0.15% | 0.15% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,250 | 439 | 0.0% | — | 201 | +5,250 | New | Q4 2025 | Feb 04, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 5,164 | 432 | 0.0% | 0.0% | 202 | -19 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | New | 5,118 | 428 | 0.05% | — | 203 | +5,118 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,111 | 427 | 0.0% | 0.0% | 204 | -26,002 | -83.57% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 5,062 | 423 | 0.0% | — | 205 | +5,062 | New | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Reduced | 4,708 | 394 | 0.01% | 0.03% | 206 | -7,458 | -61.3% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,667 | 390 | 0.01% | 0.01% | 207 | +1,648 | 54.59% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,656 | 389 | 0.0% | 0.0% | 208 | +1,311 | 39.19% | Q4 2025 | Jan 26, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 4,545 | 380 | 0.02% | 0.02% | 209 | -104 | -2.24% | Q4 2025 | Jan 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,533 | 379 | 0.0% | 0.01% | 210 | -2,522 | -35.75% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 4,475 | 374 | 0.01% | 0.01% | 211 | +1,359 | 43.61% | Q4 2025 | Jan 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,402 | 368 | 0.01% | 0.01% | 212 | -100 | -2.22% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 4,348 | 363 | 0.0% | — | 214 | +4,348 | New | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Added to | 4,341 | 363 | 0.0% | 0.0% | 213 | +852 | 24.42% | Q4 2025 | Jan 30, 2026 |
| STRS OHIO | History | No change | 4,300 | 359 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,287 | 358 | 0.0% | 0.0% | 216 | +862 | 25.17% | Q4 2025 | Feb 17, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 4,290 | 358 | 0.37% | 0.36% | 217 | +110 | 2.63% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,160 | 348 | 0.0% | 0.0% | 218 | -6 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 4,012 | 339 | 0.02% | — | 219 | +4,012 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,026 | 336 | 0.0% | — | 220 | +4,026 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,995 | 334 | 0.0% | 0.0% | 221 | +299 | 8.09% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 3,975 | 332 | 0.0% | — | 222 | +3,975 | New | Q4 2025 | Feb 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 3,954 | 330 | 0.03% | — | 223 | +3,954 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 3,867 | 327 | 0.0% | 0.0% | 224 | +192 | 5.22% | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Reduced | 3,892 | 325 | 0.01% | 0.01% | 225 | -117 | -2.92% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 3,813 | 321 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Roundview Capital LLC | History | New | 3,824 | 319 | 0.02% | — | 227 | +3,824 | New | Q4 2025 | Feb 09, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,801 | 318 | 0.0% | 0.0% | 228 | -5,700 | -59.99% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,742 | 313 | 0.0% | 0.0% | 229 | -99 | -2.58% | Q4 2025 | Feb 03, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,672 | 307 | 0.02% | — | 230 | +3,672 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 3,659 | 306 | 0.01% | — | 231 | +3,659 | New | Q4 2025 | Feb 23, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,518 | 294 | 0.0% | 0.0% | 232 | +187 | 5.61% | Q4 2025 | Feb 11, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 3,368 | 281 | 0.13% | 0.14% | 233 | -421 | -11.11% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,307 | 276 | 0.0% | — | 235 | +3,307 | New | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,304 | 276 | 0.01% | 0.01% | 236 | -458 | -12.17% | Q4 2025 | Feb 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 3,305 | 276 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,208 | 268 | 0.0% | 0.0% | 237 | +266 | 9.04% | Q4 2025 | Feb 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 3,144 | 263 | 0.08% | 0.08% | 238 | +24 | 0.77% | Q4 2025 | Jan 14, 2026 |
| FourThought Financial Partners, LLC | History | New | 3,119 | 260 | 0.02% | — | 239 | +3,119 | New | Q4 2025 | Feb 06, 2026 |
| Weiss Asset Management LP | History | New | 3,036 | 254 | 0.0% | — | 240 | +3,036 | New | Q4 2025 | Feb 17, 2026 |
| PhiloSmith Capital Corp | History | No change | 3,000 | 251 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,928 | 245 | 0.0% | 0.0% | 243 | +1,874 | 177.8% | Q4 2025 | Mar 16, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,930 | 245 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,914 | 243 | 0.0% | — | 244 | +2,914 | New | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,880 | 240 | 0.0% | 0.0% | 245 | -115 | -3.84% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | New | 2,855 | 238 | 0.0% | — | 246 | +2,855 | New | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,819 | 235 | 0.0% | — | 247 | +2,819 | New | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | New | 2,706 | 226 | 0.05% | — | 248 | +2,706 | New | Q4 2025 | Feb 02, 2026 |
| Northstar Group, Inc. | History | Reduced | 2,700 | 225 | 0.03% | 0.03% | 249 | -150 | -5.26% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,656 | 222 | 0.01% | 0.01% | 250 | -2,454 | -48.02% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 2,603 | 217 | 0.0% | — | 251 | +2,603 | New | Q4 2025 | Feb 11, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 2,587 | 216 | 0.06% | 0.05% | 252 | -26 | -1.0% | Q4 2025 | Jan 22, 2026 |
| Curi Capital, LLC | History | New | 2,577 | 215 | 0.0% | — | 253 | +2,577 | New | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,558 | 214 | 0.03% | 0.03% | 254 | -291 | -10.21% | Q4 2025 | Jan 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 2,488 | 208 | 0.0% | — | 255 | +2,488 | New | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 2,476 | 207 | 0.0% | — | 256 | +2,476 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,475 | 207 | 0.0% | — | 257 | +2,475 | New | Q4 2025 | Jan 29, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 2,423 | 203 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,407 | 201 | 0.01% | 0.01% | 259 | -76 | -3.06% | Q4 2025 | Feb 06, 2026 |
| Krilogy Financial LLC | History | New | 2,452 | 200 | 0.01% | — | 260 | +2,452 | New | Q4 2025 | Jan 27, 2026 |
| AlphaQuest LLC | History | Added to | 2,290 | 191 | 0.01% | 0.0% | 261 | +1,398 | 156.73% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,169 | 181 | 0.0% | 0.0% | 262 | -26 | -1.18% | Q4 2025 | Feb 12, 2026 |
| Roxbury Financial LLC | History | No change | 1,760 | 147 | 0.13% | 0.13% | 263 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| KBC Group NV | History | No change | 1,750 | 146 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,699 | 142 | 0.0% | — | 265 | +1,699 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,657 | 138 | 0.01% | 0.0% | 266 | +685 | 70.47% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,577 | 131 | 0.0% | 0.01% | 267 | -982 | -38.37% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,405 | 117 | 0.0% | 0.0% | 268 | +59 | 4.38% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | New | 1,321 | 110 | 0.01% | — | 269 | +1,321 | New | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,282 | 107 | 0.0% | 0.0% | 270 | -518 | -28.78% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,269 | 106 | 0.0% | 0.0% | 271 | +1,108 | 688.2% | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,256 | 105 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Added to | 1,193 | 99 | 0.0% | 0.0% | 273 | +527 | 79.13% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,138 | 95 | 0.0% | 0.0% | 274 | +297 | 35.32% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,135 | 94 | 0.0% | 0.0% | 275 | +750 | 194.81% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 1,068 | 90 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,045 | 87 | 0.0% | 0.0% | 277 | +68 | 6.96% | Q4 2025 | Feb 02, 2026 |
| Quantbot Technologies LP | History | Reduced | 924 | 77 | 0.0% | 0.1% | 278 | -46,515 | -98.05% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 923 | 77 | 0.0% | 0.0% | 279 | +475 | 106.03% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 759 | 63 | 0.0% | 0.0% | 281 | +660 | 666.67% | Q4 2025 | Jan 23, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 761 | 63 | 0.02% | 0.02% | 280 | +3 | 0.4% | Q4 2025 | Jan 05, 2026 |
| State of Wyoming | History | Added to | 750 | 62 | 0.01% | 0.01% | 282 | +113 | 17.74% | Q4 2025 | Feb 11, 2026 |
| WESTPAC BANKING CORP | History | New | 731 | 61 | 0.0% | — | 283 | +731 | New | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | No change | 700 | 58 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 638 | 53 | 0.0% | 0.0% | 285 | +92 | 16.85% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | No change | 625 | 52 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 591 | 49 | 0.0% | 0.0% | 287 | +378 | 177.46% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 554 | 46 | 0.01% | — | 290 | +550 | 13750.0% | Q4 2025 | Mar 03, 2026 |
| FIRST HORIZON CORP | History | Added to | 550 | 46 | 0.0% | 0.0% | 288 | +190 | 52.78% | Q4 2025 | Jan 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 555 | 46 | 0.0% | 0.0% | 289 | +154 | 38.4% | Q4 2025 | Jan 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 547 | 45 | 0.01% | 0.01% | 292 | -354 | -39.29% | Q4 2025 | Jan 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 540 | 45 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 529 | 44 | 0.0% | 0.0% | 293 | +101 | 23.6% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 484 | 40 | 0.0% | 0.0% | 294 | +102 | 26.7% | Q4 2025 | Feb 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 450 | 37 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | Added to | 410 | 34 | 0.01% | 0.01% | 296 | +129 | 45.91% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 392 | 33 | 0.0% | 0.01% | 297 | -1,253 | -76.17% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 371 | 31 | 0.0% | 0.0% | 298 | -290 | -43.87% | Q4 2025 | Jan 16, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 300 | 25 | 0.0% | — | 299 | +300 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 279 | 23 | 0.0% | — | 301 | +279 | New | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 283 | 23 | 0.0% | 0.0% | 302 | -188 | -39.92% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 283 | 23 | 0.0% | 0.0% | 300 | +53 | 23.04% | Q4 2025 | Jan 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 300 | 22 | 0.0% | — | 303 | +300 | New | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 272 | 22 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 241 | 20 | 0.0% | — | 305 | +241 | New | Q4 2025 | Jan 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 222 | 19 | 0.0% | 0.0% | 306 | -4 | -1.77% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | Added to | 212 | 18 | 0.01% | 0.01% | 308 | +2 | 0.95% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 219 | 18 | 0.0% | 0.0% | 307 | +1 | 0.46% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | No change | 200 | 16 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | Reduced | 166 | 14 | 0.0% | 0.0% | 310 | -1 | -0.6% | Q4 2025 | Feb 05, 2026 |
| Kemnay Advisory Services Inc. | History | New | 163 | 13 | 0.0% | — | 312 | +163 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 158 | 13 | 0.0% | — | 311 | +158 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 157 | 13 | 0.0% | 0.0% | 313 | -22 | -12.29% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 153 | 12 | 0.0% | — | 314 | +152 | 15200.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 92 | 7 | 0.0% | 0.0% | 315 | -385 | -80.71% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 76 | 6 | 0.0% | — | 316 | +76 | New | Q4 2025 | Feb 13, 2026 |
| Community Bank, N.A. | History | No change | 73 | 6 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 65 | 5 | 0.0% | 0.02% | 319 | -17,766 | -99.64% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 65 | 5 | 0.0% | — | 320 | +60 | 1200.0% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 65 | 5 | 0.0% | 0.0% | 318 | +6 | 10.17% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 51 | 4 | 0.0% | — | 323 | +41 | 410.0% | Q4 2025 | Jan 29, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 4 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 46 | 3 | 0.0% | — | 326 | +46 | New | Q4 2025 | Jan 09, 2026 |
| SageView Advisory Group, LLC | History | New | 42 | 3 | 0.0% | — | 325 | +42 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Added to | 39 | 3 | 0.0% | 0.0% | 327 | +22 | 129.41% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 47 | 3 | 0.0% | 0.0% | 324 | +21 | 80.77% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | New | 34 | 2 | 0.0% | — | 330 | +34 | New | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | New | 30 | 2 | 0.0% | — | 331 | +30 | New | Q4 2025 | Feb 05, 2026 |
| Torren Management, LLC | History | New | 28 | 2 | 0.0% | — | 332 | +28 | New | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 28 | 2 | 0.0% | — | 333 | +28 | New | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 329 | -13 | -31.71% | Q4 2025 | Jan 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 27 | 2 | 0.0% | 0.0% | 328 | -7 | -20.59% | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 19 | 1 | 0.0% | — | 337 | +19 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | New | 15 | 1 | 0.0% | — | 336 | +15 | New | Q4 2025 | Feb 20, 2026 |
| ASSETMARK, INC | History | Added to | 12 | 1 | 0.0% | — | 334 | +5 | 71.43% | Q4 2025 | Jan 23, 2026 |
| J.Safra Asset Management Corp | History | No change | 23 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.13% | — | -1,324,813 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 2.03% | — | -223,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IAT REINSURANCE CO LTD. | History | Closed out | 0 | 0 | — | 3.41% | — | -200,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -181,325 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -163,982 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 59.49% | — | -158,057 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -78,598 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -62,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.05% | — | -45,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -27,038 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pullen Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.16% | — | -26,438 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.12% | — | -18,020 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -11,240 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.1% | — | -10,622 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Resona Asset Management Co.,Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,134 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,813 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,887 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,484 | -100.0% | Q3 2025 | Oct 20, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -3,456 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,292 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,166 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Narus Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,106 | -100.0% | Q3 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,827 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,813 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -2,808 | -100.0% | Q3 2025 | Nov 04, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,641 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,640 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,480 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,468 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.28% | — | -2,468 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -843 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -286 | -100.0% | Q3 2025 | Oct 08, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inspire Investing, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -6 | -85.71% | Q4 2025 | Feb 03, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Trust Co | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 23, 2026 |
| Cornerstone Planning Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Advisors, Ltd. LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q4 2025 | Jan 16, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FINANCIAL CONSULATE, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |