Skyward Specialty Insurance Group, Inc. - SKWD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 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 | 2,825,117 | 144,391 | 0.0% | 0.0% | 1 | +149,260 | 5.58% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,555,033 | 130,587 | 0.0% | 0.0% | 2 | +102,191 | 4.17% | Q4 2025 | Jan 29, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 2,416,753 | 123,520 | 3.7% | 2.5% | 3 | +803,217 | 49.78% | Q4 2025 | Feb 10, 2026 |
| Capital International Investors | History | No change | 2,212,710 | 113,091 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 1,451,648 | 74,193 | 0.01% | 0.01% | 5 | +70,255 | 5.09% | Q4 2025 | Feb 19, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,183,920 | 60,511 | 0.01% | 0.01% | 6 | +33,677 | 2.93% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,059,635 | 54,157 | 0.0% | 0.0% | 7 | -64,564 | -5.74% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 937,120 | 47,904 | 0.0% | 0.0% | 8 | +7,100 | 0.76% | Q4 2025 | Feb 09, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 923,512 | 47,200 | 0.48% | 0.49% | 9 | -449,276 | -32.73% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 817,792 | 41,799 | 0.01% | 0.01% | 10 | +69,838 | 9.34% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 753,046 | 38,488 | 0.05% | 0.06% | 11 | -194,124 | -20.5% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 722,578 | 36,930 | 0.04% | 0.03% | 12 | +170,335 | 30.84% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 711,388 | 36,359 | 0.06% | 0.04% | 13 | +221,367 | 45.18% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 689,547 | 35,242 | 0.02% | 0.02% | 14 | +35,424 | 5.42% | Q4 2025 | Feb 13, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 657,668 | 33,613 | 1.04% | 1.04% | 15 | -27,074 | -3.95% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 606,815 | 31,014 | 0.01% | 0.01% | 16 | -168,200 | -21.7% | Q4 2025 | Feb 11, 2026 |
| GW&K Investment Management, LLC | History | Added to | 604,678 | 30,905 | 0.27% | 0.15% | 17 | +245,799 | 68.49% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 602,784 | 30,808 | 0.01% | 0.01% | 18 | -45,816 | -7.06% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 569,417 | 29,102 | 0.04% | 0.03% | 19 | +97,460 | 20.65% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 515,209 | 26,332 | 0.0% | 0.0% | 20 | +156,110 | 43.47% | Q4 2025 | Mar 25, 2026 |
| Capital World Investors | History | Reduced | 508,853 | 26,007 | 0.0% | 0.01% | 21 | -508,853 | -50.0% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 481,281 | 24,598 | 0.01% | 0.01% | 22 | -250,398 | -34.22% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 469,438 | 23,992 | 0.01% | 0.02% | 23 | -160,018 | -25.42% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 405,072 | 20,704 | 0.0% | — | 24 | +405,072 | New | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 397,401 | 20,311 | 0.99% | 0.96% | 25 | +6,098 | 1.56% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 389,025 | 19,883 | 0.0% | 0.0% | 26 | -26,507 | -6.38% | Q4 2025 | Feb 17, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 387,702 | 19,815 | 2.21% | 2.06% | 27 | -270 | -0.07% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 384,839 | 19,669 | 0.27% | 0.23% | 28 | +17,257 | 4.69% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 374,196 | 19,125 | 0.13% | — | 29 | +374,196 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 357,044 | 18,248 | 0.0% | 0.0% | 30 | +6,530 | 1.86% | Q4 2025 | Feb 13, 2026 |
| Langdon Equity Partners | History | New | 303,458 | 16,965 | 8.73% | — | 31 | +303,458 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 331,543 | 16,945 | 0.0% | 0.0% | 32 | +263,329 | 386.03% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 323,705 | 16,761 | 0.03% | 0.04% | 33 | -62,951 | -16.28% | Q4 2025 | Feb 09, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 326,130 | 16,668 | 0.02% | 0.02% | 34 | +29,566 | 9.97% | Q4 2025 | Feb 12, 2026 |
| Swedbank AB | History | No change | 300,040 | 15,335 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Group plc | History | Reduced | 294,188 | 15,035 | 0.02% | 0.02% | 36 | -10,918 | -3.58% | Q4 2025 | Jan 16, 2026 |
| Freestone Grove Partners LP | History | Reduced | 292,351 | 14,942 | 0.11% | 0.18% | 37 | -217,185 | -42.62% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 284,813 | 14,556 | 0.0% | 0.0% | 38 | -98,481 | -25.69% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 272,979 | 13,951 | 0.03% | 0.04% | 39 | -157,102 | -36.53% | Q4 2025 | Mar 16, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 262,813 | 13,432 | 0.03% | 0.03% | 40 | +8,746 | 3.44% | Q4 2025 | Feb 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 261,689 | 13,374 | 0.41% | 0.38% | 41 | -6,703 | -2.5% | Q4 2025 | Jan 28, 2026 |
| WASATCH ADVISORS LP | History | New | 256,382 | 13,103 | 0.08% | — | 42 | +256,382 | New | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 248,708 | 12,711 | 0.02% | — | 43 | +248,708 | New | Q4 2025 | Feb 17, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 237,500 | 12,138 | 0.44% | 0.42% | 44 | +5,700 | 2.46% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 234,366 | 11,978 | 0.0% | 0.0% | 45 | +72,196 | 44.52% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 233,800 | 11,949 | 0.02% | 0.03% | 46 | -48,100 | -17.06% | Q4 2025 | Feb 17, 2026 |
| Karl Kapital LLC | History | New | 229,878 | 11,749 | 10.42% | — | 47 | +229,878 | New | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 210,318 | 10,749 | 0.04% | 0.04% | 48 | -47,984 | -18.58% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 202,840 | 10,367 | 0.01% | 0.0% | 49 | +189,387 | 1407.77% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 202,659 | 10,357 | 0.11% | 0.08% | 50 | +40,339 | 24.85% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 194,396 | 9,935 | 0.01% | 0.01% | 51 | -31,911 | -14.1% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 194,141 | 9,922 | 0.0% | 0.0% | 52 | +23,359 | 13.68% | Q4 2025 | Feb 12, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 192,030 | 9,814 | 0.2% | 0.16% | 53 | +31,528 | 19.64% | Q4 2025 | Feb 17, 2026 |
| Gillson Capital LP | History | New | 183,700 | 9,389 | 0.61% | — | 54 | +183,700 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 158,900 | 8,121 | 0.01% | 0.01% | 55 | +36,700 | 30.03% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 167,014 | 8,120 | 0.01% | 0.01% | 56 | +3,421 | 2.09% | Q4 2025 | Jan 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 147,406 | 7,533 | 0.03% | 0.02% | 57 | +30,763 | 26.37% | Q4 2025 | Jan 28, 2026 |
| FJ Capital Management LLC | History | Added to | 144,736 | 7,397 | 0.82% | 0.13% | 58 | +119,269 | 468.33% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 135,006 | 6,900 | 0.0% | 0.0% | 59 | -19,882 | -12.84% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 134,568 | 6,877 | 0.0% | 0.0% | 60 | -26,797 | -16.61% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 125,743 | 6,426 | 0.0% | 0.01% | 61 | -199,181 | -61.3% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 121,033 | 6,185 | 0.0% | 0.0% | 62 | +121 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 113,817 | 5,817 | 0.01% | 0.0% | 63 | +54,437 | 91.68% | Q4 2025 | Feb 17, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 91,687 | 4,686 | 0.05% | 0.05% | 64 | -3,307 | -3.48% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 90,459 | 4,623 | 0.0% | 0.0% | 65 | +31,115 | 52.43% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Reduced | 87,589 | 4,476 | 0.02% | 0.02% | 66 | -500 | -0.57% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Added to | 87,096 | 4,451 | 0.0% | 0.0% | 67 | +6,546 | 8.13% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 85,624 | 4,376 | 0.0% | 0.0% | 68 | +5,860 | 7.35% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 72,705 | 3,715 | 0.0% | 0.0% | 69 | -51,309 | -41.37% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 71,900 | 3,674 | 0.0% | 0.0% | 70 | +1,400 | 1.99% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 66,838 | 3,416 | 0.0% | 0.0% | 71 | +5,813 | 9.53% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 66,217 | 3,384 | 0.0% | 0.0% | 72 | -42,055 | -38.84% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 63,160 | 3,228 | 0.0% | 0.0% | 73 | -25,296 | -28.6% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 62,251 | 3,181 | 0.0% | 0.0% | 74 | -28,679 | -31.54% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 62,063 | 3,172 | 0.0% | 0.0% | 75 | +43,896 | 241.62% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 61,970 | 3,167 | 0.0% | 0.0% | 76 | -19,528 | -23.96% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 58,880 | 3,009 | 0.0% | 0.0% | 77 | +7,376 | 14.32% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 57,207 | 2,961 | 0.0% | 0.0% | 78 | -10,964 | -16.08% | Q4 2025 | Jan 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 53,615 | 2,740 | 0.0% | 0.0% | 79 | +23,940 | 80.67% | Q4 2025 | Feb 13, 2026 |
| Callahan Advisors, LLC | History | No change | 53,032 | 2,710 | 0.22% | 0.21% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 50,905 | 2,602 | 0.2% | 0.15% | 81 | +10,361 | 25.55% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 49,909 | 2,550 | 0.0% | 0.0% | 82 | +75 | 0.15% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 48,734 | 2,491 | 0.0% | 0.0% | 83 | +5,276 | 12.14% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 48,695 | 2,489 | 0.0% | — | 84 | +48,695 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 48,692 | 2,488 | 0.0% | 0.0% | 85 | +20,053 | 70.02% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 46,697 | 2,386 | 0.02% | — | 86 | +46,697 | New | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 46,389 | 2,370 | 0.0% | 0.01% | 87 | -12,009 | -20.56% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 45,719 | 2,336 | 0.0% | 0.0% | 88 | +2,317 | 5.34% | Q4 2025 | Feb 09, 2026 |
| CREDIT AGRICOLE S A | History | No change | 44,804 | 2,289 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 44,091 | 2,253 | 0.05% | 0.06% | 90 | -10,293 | -18.93% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 43,682 | 2,232 | 0.0% | 0.0% | 91 | -7,822 | -15.19% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 41,434 | 2,117 | 0.05% | 0.05% | 92 | -164 | -0.39% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 40,213 | 2,055 | 0.07% | 0.02% | 93 | +31,663 | 370.33% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 40,130 | 2,051 | 0.0% | 0.0% | 94 | -1,000 | -2.43% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 37,523 | 1,917 | 0.01% | 0.02% | 95 | -32,395 | -46.33% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 35,650 | 1,822 | 0.01% | — | 96 | +35,650 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 34,713 | 1,774 | 0.0% | 0.0% | 97 | -1,779 | -4.88% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 33,542 | 1,714 | 0.03% | 0.0% | 98 | +33,455 | 38454.02% | Q4 2025 | Feb 13, 2026 |
| Calamos Advisors LLC | History | New | 32,465 | 1,659 | 0.01% | — | 99 | +32,465 | New | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,377 | 1,654 | 0.0% | 0.0% | 100 | +20,687 | 176.96% | Q4 2025 | Feb 17, 2026 |
| Riverwater Partners LLC | History | Added to | 32,131 | 1,642 | 0.64% | 0.52% | 101 | +5,638 | 21.28% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 30,978 | 1,583 | 0.0% | 0.0% | 102 | +21,370 | 222.42% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 30,413 | 1,554 | 0.0% | 0.0% | 103 | +19,453 | 177.49% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,411 | 1,554 | 0.0% | 0.0% | 104 | +12,975 | 74.42% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 30,335 | 1,550 | 0.0% | — | 105 | +30,335 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 29,369 | 1,501 | 0.0% | 0.01% | 106 | -124,930 | -80.97% | Q4 2025 | Feb 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 28,944 | 1,479 | 0.44% | 0.42% | 107 | -1,402 | -4.62% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 28,682 | 1,466 | 0.0% | 0.0% | 108 | +18,753 | 188.87% | Q4 2025 | Feb 13, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 27,986 | 1,430 | 0.02% | — | 109 | +27,986 | New | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 26,445 | 1,352 | 0.0% | 0.0% | 110 | +2,190 | 9.03% | Q4 2025 | Feb 05, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Reduced | 26,318 | 1,345 | 0.1% | 0.09% | 111 | -998 | -3.65% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,281 | 1,241 | 0.0% | 0.0% | 112 | +5,227 | 27.43% | Q4 2025 | Feb 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 23,925 | 1,222 | 0.19% | 0.18% | 113 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 23,842 | 1,218 | 0.03% | 0.02% | 114 | +536 | 2.3% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | New | 22,919 | 1,171 | 0.0% | — | 115 | +22,919 | New | Q4 2025 | Feb 17, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 20,721 | 1,059 | 0.29% | 0.27% | 116 | +83 | 0.4% | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | Added to | 20,554 | 1,050 | 0.02% | 0.02% | 117 | +4,600 | 28.83% | Q4 2025 | Jan 09, 2026 |
| DLD Asset Management, LP | History | New | 20,000 | 1,022 | 0.08% | — | 118 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 19,959 | 1,020 | 0.0% | 0.0% | 119 | -1,040 | -4.95% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 19,932 | 1,018 | 0.01% | 0.01% | 120 | +4,864 | 32.28% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 19,471 | 995 | 0.0% | 0.0% | 121 | +3,505 | 21.95% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 18,400 | 940 | 0.0% | 0.0% | 122 | -700 | -3.66% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 18,000 | 919 | 0.01% | — | 123 | +18,000 | New | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,486 | 893 | 0.0% | — | 124 | +17,486 | New | Q4 2025 | Feb 13, 2026 |
| Dockside LLC | History | New | 17,371 | 887 | 0.23% | — | 125 | +17,371 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 17,287 | 884 | 0.0% | 0.0% | 126 | -2,914 | -14.43% | Q4 2025 | Jan 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 16,984 | 868 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 16,599 | 848 | 0.0% | 0.0% | 128 | -14 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 16,025 | 819 | 0.03% | 0.07% | 129 | -41,049 | -71.92% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 15,919 | 813 | 0.0% | 0.01% | 130 | -72,541 | -82.0% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,780 | 806 | 0.01% | 0.01% | 131 | -1,803 | -10.25% | Q4 2025 | Feb 18, 2026 |
| PhiloSmith Capital Corp | History | No change | 15,000 | 766 | 0.21% | 0.2% | 132 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 14,578 | 745 | 0.0% | 0.0% | 133 | +5,569 | 61.82% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 13,880 | 709 | 0.0% | 0.0% | 134 | +3,501 | 33.73% | Q4 2025 | Feb 17, 2026 |
| Laurion Capital Management LP | History | New | 13,818 | 706 | 0.03% | — | 135 | +13,818 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 13,488 | 689 | 0.02% | 0.03% | 136 | -24,442 | -64.44% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,651 | 646 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 12,547 | 641 | 0.15% | 0.13% | 138 | -3,341 | -21.03% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 12,195 | 623 | 0.01% | 0.01% | 139 | -101 | -0.82% | Q4 2025 | Feb 10, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 11,341 | 579 | 0.0% | — | 140 | +11,341 | New | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 11,336 | 578 | 0.01% | 0.0% | 141 | +9,460 | 504.26% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 11,866 | 541 | 0.0% | — | 142 | +11,866 | New | Q4 2025 | Feb 11, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | New | 10,368 | 529 | 0.4% | — | 143 | +10,368 | New | Q4 2025 | Jan 23, 2026 |
| VARCOV Co. | History | New | 10,256 | 524 | 0.21% | — | 144 | +10,256 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 10,177 | 520 | 0.0% | 0.0% | 145 | -569 | -5.29% | Q4 2025 | Jan 28, 2026 |
| HMS Capital Management, LLC | History | Reduced | 10,147 | 518 | 0.21% | 0.21% | 146 | -154 | -1.5% | Q4 2025 | Jan 16, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 10,001 | 511 | 0.02% | 0.02% | 147 | +4,236 | 73.48% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 9,985 | 510 | 0.0% | 0.0% | 148 | +85 | 0.86% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,914 | 506 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 9,452 | 483 | 0.03% | 0.02% | 150 | +1,933 | 25.71% | Q4 2025 | Feb 09, 2026 |
| CIM, LLC | History | Reduced | 9,209 | 470 | 0.06% | 0.06% | 151 | -358 | -3.74% | Q4 2025 | Feb 18, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 12,353 | 468 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Savant Capital, LLC | History | New | 8,827 | 451 | 0.0% | — | 153 | +8,827 | New | Q4 2025 | Feb 10, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 8,786 | 449 | 0.09% | 0.04% | 154 | +3,800 | 76.21% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Reduced | 8,759 | 447 | 0.0% | 0.0% | 155 | -1,456 | -14.25% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,222 | 420 | 0.0% | 0.0% | 156 | +1,495 | 22.22% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,800 | 398 | 0.0% | 0.0% | 157 | +300 | 4.0% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 7,575 | 387 | 0.0% | 0.0% | 158 | +1,449 | 23.65% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 7,513 | 383 | 0.01% | 0.02% | 159 | -7,949 | -51.41% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,344 | 375 | 0.03% | — | 160 | +7,344 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | New | 7,343 | 375 | 0.01% | — | 161 | +7,343 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,969 | 356 | 0.01% | 0.01% | 162 | +703 | 11.22% | Q4 2025 | Jan 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,810 | 348 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Added to | 6,536 | 334 | 0.0% | 0.0% | 164 | +423 | 6.92% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,521 | 333 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,389 | 326 | 0.0% | 0.0% | 166 | +1,053 | 19.73% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 6,198 | 316 | 0.0% | — | 167 | +6,198 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,163 | 314 | 0.0% | 0.0% | 168 | +2 | 0.03% | Q4 2025 | Jan 30, 2026 |
| F/m Investments LLC | History | New | 6,098 | 311 | 0.01% | — | 169 | +6,098 | New | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Reduced | 5,931 | 303 | 0.0% | 0.0% | 170 | -45 | -0.75% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | New | 5,882 | 300 | 0.0% | — | 171 | +5,882 | New | Q4 2025 | Feb 10, 2026 |
| Magnetar Financial LLC | History | New | 5,766 | 294 | 0.0% | — | 172 | +5,766 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 5,622 | 287 | 0.0% | — | 173 | +5,622 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 5,503 | 281 | 0.0% | 0.0% | 174 | +1,385 | 33.63% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,463 | 279 | 0.0% | — | 175 | +5,463 | New | Q4 2025 | Jan 29, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 5,377 | 274 | 0.08% | 0.09% | 176 | -462 | -7.91% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 5,269 | 269 | 0.04% | 0.01% | 177 | +4,274 | 429.55% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | New | 5,030 | 257 | 0.0% | — | 178 | +5,030 | New | Q4 2025 | Feb 18, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 4,821 | 246 | 0.03% | 0.11% | 179 | -18,981 | -79.75% | Q4 2025 | Feb 03, 2026 |
| Versor Investments LP | History | New | 4,654 | 237 | 0.04% | — | 181 | +4,654 | New | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Reduced | 4,638 | 237 | 0.0% | 0.0% | 180 | -2,673 | -36.56% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | Reduced | 4,585 | 234 | 0.01% | 0.01% | 182 | -5,601 | -54.99% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,357 | 222 | 0.0% | — | 183 | +4,357 | New | Q4 2025 | Feb 18, 2026 |
| Inscription Capital, LLC | History | Reduced | 4,236 | 216 | 0.02% | 0.03% | 184 | -727 | -14.65% | Q4 2025 | Jan 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 4,155 | 212 | 0.0% | 0.01% | 185 | -47,845 | -92.01% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,768 | 192 | 0.0% | 0.0% | 186 | +1,971 | 109.68% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | Added to | 3,308 | 169 | 0.01% | 0.0% | 187 | +2,274 | 219.92% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,231 | 165 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,056 | 156 | 0.0% | 0.0% | 189 | +1,392 | 83.65% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,987 | 152 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Added to | 2,934 | 149 | 0.02% | 0.01% | 191 | +1,891 | 181.3% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 2,142 | 109 | 0.0% | 0.0% | 192 | +2,070 | 2875.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2,110 | 107 | 0.0% | — | 193 | +2,110 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 2,013 | 103 | 0.0% | 0.0% | 194 | +327 | 19.4% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,274 | 65 | 0.0% | 0.0% | 195 | +388 | 43.79% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,262 | 64 | 0.0% | — | 196 | +1,262 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,123 | 57 | 0.0% | 0.0% | 197 | -166 | -12.88% | Q4 2025 | Feb 05, 2026 |
| KBC Group NV | History | No change | 1,028 | 53 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 942 | 48 | 0.0% | 0.0% | 199 | +195 | 26.1% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Added to | 639 | 32 | 0.0% | 0.0% | 200 | +68 | 11.91% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 575 | 29 | 0.0% | 0.0% | 201 | +248 | 75.84% | Q4 2025 | Jan 05, 2026 |
| Financial Management Professionals, Inc. | History | New | 535 | 27 | 0.0% | — | 202 | +535 | New | Q4 2025 | Jan 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 393 | 20 | 0.0% | 0.0% | 204 | -184 | -31.89% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 400 | 20 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 340 | 17 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 311 | 16 | 0.0% | — | 207 | +311 | New | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Added to | 328 | 16 | 0.0% | 0.0% | 208 | +88 | 36.67% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 326 | 16 | 0.0% | 0.0% | 206 | -2 | -0.61% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 283 | 14 | 0.0% | 0.0% | 209 | +256 | 948.15% | Q4 2025 | Feb 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 238 | 12 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 221 | 11 | 0.0% | 0.0% | 211 | -718 | -76.46% | Q4 2025 | Jan 30, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 195 | 9 | 0.0% | — | 214 | +194 | 19400.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 180 | 9 | 0.0% | 0.0% | 213 | -143 | -44.27% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 127 | 6 | 0.0% | — | 215 | +127 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 111 | 5 | 0.0% | 0.0% | 216 | +11 | 11.0% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 91 | 4 | 0.0% | 0.0% | 217 | -110 | -54.73% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 85 | 4 | 0.0% | — | 220 | +85 | New | Q4 2025 | Feb 19, 2026 |
| CIBC Private Wealth Group LLC | History | New | 82 | 4 | 0.0% | — | 219 | +82 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 94 | 4 | 0.0% | 0.0% | 218 | +29 | 44.62% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 61 | 3 | 0.0% | — | 221 | +61 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 54 | 2 | 0.0% | 0.0% | 224 | -65 | -54.62% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 51 | 2 | 0.0% | — | 226 | +51 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 44 | 2 | 0.0% | — | 223 | +44 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 46 | 2 | 0.0% | 0.0% | 225 | -23 | -33.33% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 222 | +1 | 2.22% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 229 | -41 | -59.42% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | New | 27 | 1 | 0.0% | — | 230 | +27 | New | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 24 | 1 | 0.0% | — | 227 | +24 | New | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Reduced | 20 | 1 | 0.0% | 0.0% | 228 | -12 | -37.5% | Q4 2025 | Feb 06, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -656,743 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -147,115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -63,969 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -49,720 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -22,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.02% | — | -19,387 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -16,187 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,737 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,333 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,462 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -8,666 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -8,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,980 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.17% | — | -4,450 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,610 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 9 | 0 | — | — | — | -8 | -47.06% | Q4 2025 | Jan 21, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |