SUN LIFE FINANCIAL INC - SLF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | New | 49,309,633 | 3,076,922 | 0.5% | — | 1 | +49,309,633 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 25,884,084 | 1,615,788 | 0.02% | 0.02% | 2 | +534,772 | 2.11% | Q4 2025 | Jan 29, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 15,344,924 | 959,148 | 0.77% | 0.77% | 3 | -376,575 | -2.4% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,995,778 | 686,413 | 0.24% | 0.25% | 4 | +323,807 | 3.03% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 10,208,238 | 636,994 | 0.49% | 0.48% | 5 | +30,259 | 0.3% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 9,109,185 | 568,646 | 0.84% | 0.69% | 6 | +1,661,794 | 22.31% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 7,651,567 | 478,643 | 0.39% | — | 7 | +7,651,567 | New | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 7,655,419 | 477,927 | 0.77% | 0.64% | 8 | +1,690,551 | 28.34% | Q4 2025 | Feb 10, 2026 |
| NORGES BANK | History | New | 6,376,216 | 398,036 | 0.04% | — | 9 | +6,376,216 | New | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,318,169 | 393,840 | 0.36% | 0.43% | 10 | -879,332 | -12.22% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 6,208,589 | 388,330 | 0.46% | 0.66% | 11 | -2,866,634 | -31.59% | Q4 2025 | Feb 18, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 5,991,249 | 373,984 | 0.55% | 0.5% | 12 | +1,277,583 | 27.1% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,529,609 | 353,181 | 0.02% | 0.02% | 13 | +347,041 | 6.7% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,574,031 | 347,837 | 1.33% | 1.33% | 14 | -74,950 | -1.33% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 5,373,177 | 335,414 | 0.02% | 0.02% | 15 | +5,506 | 0.1% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 4,980,720 | 310,922 | 0.21% | 0.16% | 16 | +1,202,852 | 31.84% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,952,646 | 246,645 | 0.01% | 0.01% | 17 | +1,834,772 | 86.63% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 3,896,312 | 243,541 | 0.05% | 0.05% | 18 | +36,698 | 0.95% | Q4 2025 | Feb 09, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,274,447 | 204,208 | 0.82% | 0.84% | 19 | -29,286 | -0.89% | Q4 2025 | Feb 12, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Added to | 3,208,223 | 200,532 | 3.28% | 3.3% | 20 | +13,219 | 0.41% | Q4 2025 | Feb 11, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 3,173,364 | 198,353 | 1.22% | 1.54% | 21 | -1,091,806 | -25.6% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 2,748,278 | 171,545 | 0.45% | 0.69% | 22 | -919,879 | -25.08% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,589,180 | 161,564 | 0.01% | 0.01% | 23 | -144,794 | -5.3% | Q4 2025 | Feb 11, 2026 |
| SIG North Trading, ULC | History | Reduced | 2,414,642 | 150,673 | 2.75% | 3.13% | 24 | -248,370 | -9.33% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,245,209 | 140,338 | 0.02% | 0.01% | 25 | +1,240,241 | 123.41% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,187,623 | 136,437 | 0.85% | 0.8% | 26 | +215,811 | 10.94% | Q4 2025 | Jan 27, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 2,012,083 | 125,597 | 3.61% | 2.31% | 27 | +741,136 | 58.31% | Q4 2025 | Feb 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,695,074 | 105,952 | 0.02% | 0.02% | 28 | +71,971 | 4.43% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,638,603 | 102,254 | 0.02% | 0.02% | 29 | -1,198 | -0.07% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,604,088 | 100,095 | 0.01% | 0.01% | 30 | -126,658 | -7.32% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,574,645 | 98,257 | 0.01% | 0.02% | 31 | -773,647 | -32.95% | Q4 2025 | Mar 25, 2026 |
| Swiss National Bank | History | Reduced | 1,485,600 | 92,926 | 0.06% | 0.06% | 32 | -136,000 | -8.39% | Q4 2025 | Feb 12, 2026 |
| Cardinal Capital Management, Inc. | History | Reduced | 1,074,314 | 92,047 | 2.07% | 1.99% | 33 | -70,910 | -6.19% | Q4 2025 | Jan 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,442,458 | 90,048 | 0.05% | 0.01% | 34 | +1,256,618 | 676.18% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,383,327 | 86,319 | 0.01% | 0.01% | 35 | +25,196 | 1.86% | Q4 2025 | Feb 19, 2026 |
| CIBC Asset Management Inc | History | Reduced | 1,345,239 | 84,041 | 0.2% | 0.6% | 36 | -2,085,878 | -60.79% | Q4 2025 | Feb 10, 2026 |
| Amundi | History | Reduced | 1,232,137 | 76,885 | 0.02% | 0.03% | 37 | -427,513 | -25.76% | Q4 2025 | Feb 17, 2026 |
| BCV Asset Management Inc. | History | New | 867,770 | 76,427 | 1.93% | — | 38 | +867,770 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,133,867 | 70,753 | 0.02% | 0.02% | 39 | -44,395 | -3.77% | Q4 2025 | Feb 11, 2026 |
| Value Partners Investments Inc. | History | Added to | 1,123,812 | 70,252 | 5.39% | 5.48% | 40 | +4,679 | 0.42% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,059,581 | 66,117 | 0.09% | 0.01% | 41 | +944,700 | 822.33% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 709,698 | 60,806 | 0.26% | 0.31% | 42 | -194,786 | -21.54% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,049,330 | 59,182 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Alberta Investment Management Corp | History | Reduced | 927,400 | 57,893 | 0.34% | 0.47% | 44 | -174,900 | -15.87% | Q4 2025 | Feb 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 730,290 | 54,312 | 0.02% | 0.01% | 45 | +309,329 | 73.48% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 854,461 | 53,318 | 0.0% | 0.0% | 46 | -42,061 | -4.69% | Q4 2025 | Feb 12, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | Reduced | 848,740 | 52,993 | 1.47% | 1.56% | 47 | -83,139 | -8.92% | Q4 2025 | Feb 13, 2026 |
| QV Investors Inc. | History | Reduced | 798,515 | 49,912 | 4.08% | 5.21% | 48 | -204,248 | -20.37% | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 797,851 | 49,805 | 0.03% | 0.0% | 49 | +783,668 | 5525.4% | Q4 2025 | Feb 17, 2026 |
| PERISCOPE CAPITAL INC. | History | Added to | 700,000 | 43,704 | 5.0% | 6.21% | 50 | +50,000 | 7.69% | Q4 2025 | Feb 10, 2026 |
| Fiera Capital Corp | History | Reduced | 677,197 | 42,287 | 0.13% | 0.15% | 51 | -76,671 | -10.17% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 670,372 | 41,834 | 0.03% | 0.03% | 52 | -38,620 | -5.45% | Q4 2025 | Feb 13, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 656,126 | 40,942 | 0.8% | 0.82% | 53 | -15,394 | -2.29% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 599,290 | 37,483 | 0.04% | 0.04% | 54 | +56,023 | 10.31% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 597,437 | 37,280 | 0.01% | 0.01% | 55 | -242,759 | -28.89% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 590,007 | 36,816 | 0.01% | 0.01% | 56 | -49,901 | -7.8% | Q4 2025 | Feb 10, 2026 |
| AVIVA PLC | History | Added to | 569,408 | 35,572 | 0.06% | 0.06% | 57 | +27,519 | 5.08% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 548,020 | 34,241 | 0.06% | 0.05% | 58 | -45,298 | -7.63% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 540,004 | 33,713 | 0.03% | 0.02% | 59 | +222,410 | 70.03% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 534,107 | 33,328 | 0.0% | 0.0% | 60 | +33,332 | 6.66% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 529,521 | 33,078 | 0.08% | 0.08% | 61 | +84,069 | 18.87% | Q4 2025 | Feb 17, 2026 |
| Korea Investment CORP | History | Reduced | 495,169 | 30,950 | 0.06% | 0.07% | 62 | -55,531 | -10.08% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 467,976 | 29,226 | 0.87% | 0.88% | 63 | +15,849 | 3.51% | Q4 2025 | Feb 18, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 458,240 | 28,605 | 0.15% | 0.26% | 64 | -286,117 | -38.44% | Q4 2025 | Feb 13, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 442,833 | 27,644 | 0.62% | 0.76% | 65 | -95,830 | -17.79% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 308,197 | 26,406 | 0.03% | — | 66 | +308,197 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 415,424 | 25,932 | 0.09% | 0.12% | 67 | -111,583 | -21.17% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 405,549 | 25,334 | 0.02% | 0.02% | 68 | -22,300 | -5.21% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 403,750 | 25,194 | 0.19% | 0.18% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 397,732 | 24,818 | 0.05% | 0.01% | 70 | +343,100 | 628.02% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 392,091 | 24,508 | 0.01% | 0.01% | 71 | -1,248 | -0.32% | Q4 2025 | Feb 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 366,999 | 22,939 | 0.04% | 0.01% | 72 | +262,015 | 249.58% | Q4 2025 | Feb 17, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Added to | 366,900 | 22,906 | 2.08% | 1.91% | 73 | +10,100 | 2.83% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 331,330 | 20,674 | 0.0% | 0.0% | 74 | +304,574 | 1138.34% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 329,274 | 20,581 | 0.02% | 0.02% | 75 | +25,540 | 8.41% | Q4 2025 | Jan 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 322,936 | 20,461 | 0.07% | 0.07% | 76 | -5,616 | -1.71% | Q4 2025 | Feb 18, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 324,117 | 20,258 | 0.02% | 0.04% | 77 | -249,536 | -43.5% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 322,032 | 20,094 | 0.0% | 0.0% | 78 | +301,491 | 1467.75% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | Added to | 316,540 | 19,778 | 0.03% | 0.02% | 79 | +157,363 | 98.86% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Reduced | 310,263 | 19,360 | 1.68% | 1.74% | 80 | -1,813 | -0.58% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Reduced | 306,563 | 19,162 | 0.07% | 0.07% | 81 | -9,882 | -3.12% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 297,365 | 18,562 | 0.01% | 0.01% | 82 | +44,426 | 17.56% | Q4 2025 | Feb 13, 2026 |
| FORSTA AP-FONDEN | History | Reduced | 296,300 | 18,520 | 0.11% | 0.14% | 83 | -99,500 | -25.14% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 258,658 | 16,167 | 0.01% | 0.01% | 84 | -114,065 | -30.6% | Q4 2025 | Feb 13, 2026 |
| APG Asset Management N.V. | History | Reduced | 299,208 | 15,924 | 0.05% | 0.05% | 85 | -21,692 | -6.76% | Q4 2025 | Feb 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 250,808 | 15,650 | 0.49% | 0.5% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kepler Cheuvreux (Suisse) SA | History | Reduced | 170,360 | 14,603 | 0.82% | 2.07% | 87 | -288,916 | -62.91% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 229,867 | 14,349 | 0.0% | 0.0% | 88 | +3,595 | 1.59% | Q4 2025 | Feb 11, 2026 |
| Mn Services Vermogensbeheer B.V. | History | Added to | 219,593 | 13,726 | 0.08% | 0.08% | 89 | +2,948 | 1.36% | Q4 2025 | Jan 15, 2026 |
| Purpose Unlimited Inc. | History | New | 211,161 | 13,181 | 0.6% | — | 90 | +211,161 | New | Q4 2025 | Mar 20, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 203,469 | 12,718 | 0.16% | 0.21% | 91 | -99,080 | -32.75% | Q4 2025 | Jan 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 197,000 | 12,313 | 0.03% | — | 92 | +197,000 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 196,621 | 12,269 | 0.18% | 0.19% | 93 | -14,109 | -6.7% | Q4 2025 | Feb 03, 2026 |
| Sienna Gestion | History | No change | 186,385 | 11,635 | 0.69% | 0.71% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | History | New | 15,176 | 11,562 | 0.17% | — | 95 | +15,176 | New | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 172,027 | 10,737 | 0.05% | — | 96 | +172,027 | New | Q4 2025 | Feb 04, 2026 |
| Addenda Capital Inc. | History | Reduced | 113,230 | 9,701 | 0.28% | 0.31% | 97 | -11,655 | -9.33% | Q4 2025 | Jan 22, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 155,259 | 9,688 | 0.02% | 0.02% | 98 | -2,768 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Guardian Partners Inc. | History | Added to | 148,149 | 9,672 | 0.78% | 0.75% | 99 | +1,563 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 145,733 | 9,109 | 0.02% | 0.02% | 100 | -2,801 | -1.89% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 145,405 | 9,073 | 0.02% | 0.02% | 101 | +48,043 | 49.34% | Q4 2025 | Feb 17, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 134,600 | 8,413 | 0.04% | 0.04% | 102 | +10,752 | 8.68% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | New | 129,000 | 8,049 | 0.04% | — | 103 | +129,000 | New | Q4 2025 | Feb 09, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 127,168 | 7,949 | 1.83% | 1.7% | 104 | +9,342 | 7.93% | Q4 2025 | Jan 27, 2026 |
| Aviso Financial Inc. | History | Reduced | 121,494 | 7,584 | 0.29% | 0.31% | 105 | -5,980 | -4.69% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 117,580 | 7,336 | 0.0% | 0.0% | 106 | +114,180 | 3358.24% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 115,200 | 7,200 | 0.07% | 0.06% | 107 | +33,300 | 40.66% | Q4 2025 | Feb 17, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Added to | 83,716 | 7,172 | 0.27% | 0.21% | 108 | +18,600 | 28.56% | Q4 2025 | Feb 17, 2026 |
| AustralianSuper Pty Ltd | History | No change | 106,561 | 6,652 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 99,721 | 6,224 | 0.03% | 0.04% | 110 | -11,757 | -10.55% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 97,278 | 6,070 | 0.0% | 0.0% | 111 | +83,253 | 593.6% | Q4 2025 | Feb 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 86,289 | 5,384 | 0.02% | 0.02% | 112 | -2,538 | -2.86% | Q4 2025 | Feb 12, 2026 |
| BURNEY CO/ | History | Reduced | 85,310 | 5,323 | 0.17% | 0.17% | 113 | -1,297 | -1.5% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 83,626 | 5,218 | 0.0% | 0.0% | 114 | +3,353 | 4.18% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 81,545 | 5,088 | 0.0% | 0.0% | 115 | +9,285 | 12.85% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 81,155 | 5,064 | 0.01% | 0.01% | 116 | +936 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 75,753 | 4,735 | 0.04% | 0.04% | 117 | -7,164 | -8.64% | Q4 2025 | Feb 13, 2026 |
| USS Investment Management Ltd | History | No change | 74,027 | 4,621 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | Reduced | 72,766 | 4,540 | 0.41% | 0.41% | 119 | -1,881 | -2.52% | Q4 2025 | Feb 06, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 71,438 | 4,457 | 0.3% | 0.29% | 120 | -804 | -1.11% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 71,114 | 4,437 | 0.0% | 0.0% | 121 | +12,878 | 22.11% | Q4 2025 | Feb 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 70,000 | 4,370 | 0.01% | 0.15% | 122 | -1,335,000 | -95.02% | Q4 2025 | Feb 13, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 69,212 | 4,320 | 0.08% | 0.07% | 123 | +5,281 | 8.26% | Q4 2025 | Feb 06, 2026 |
| Investment Management Corp of Ontario | History | Added to | 68,290 | 4,261 | 0.06% | 0.02% | 124 | +47,493 | 228.36% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 63,243 | 3,953 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 62,911 | 3,932 | 0.0% | 0.0% | 126 | -2,900 | -4.41% | Q4 2025 | Feb 17, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 44,377 | 3,802 | 0.08% | 0.08% | 127 | +2,087 | 4.93% | Q4 2025 | Feb 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 59,476 | 3,714 | 0.08% | 0.07% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avanza Fonder AB | History | Added to | 42,869 | 3,673 | 0.09% | 0.07% | 129 | +10,253 | 31.44% | Q4 2025 | Jan 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 58,008 | 3,637 | 0.49% | 0.43% | 130 | -754 | -1.28% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 54,950 | 3,428 | 0.0% | 0.0% | 131 | -33,942 | -38.18% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 53,469 | 3,336 | 0.0% | 0.0% | 132 | -14,867 | -21.76% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 52,942 | 3,303 | 0.0% | 0.0% | 133 | -394 | -0.74% | Q4 2025 | Feb 12, 2026 |
| Osmosis Investment Management UK Ltd | History | New | 49,969 | 3,123 | 0.08% | — | 134 | +49,969 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 49,292 | 3,079 | 0.0% | 0.01% | 135 | -5,517 | -10.07% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 45,541 | 2,842 | 0.0% | 0.0% | 136 | -5,713 | -11.15% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 44,634 | 2,786 | 0.0% | 0.0% | 137 | -24,971 | -35.88% | Q4 2025 | Feb 17, 2026 |
| Gold Investment Management Ltd. | History | Added to | 44,599 | 2,784 | 0.89% | 0.86% | 138 | +1,731 | 4.04% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 44,587 | 2,783 | 0.0% | 0.0% | 139 | +1,278 | 2.95% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 44,208 | 2,763 | 0.02% | 0.01% | 140 | +23,672 | 115.27% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 43,331 | 2,708 | 0.01% | 0.01% | 141 | -612 | -1.39% | Q4 2025 | Feb 17, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 42,820 | 2,671 | 2.13% | 2.2% | 142 | -53 | -0.12% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 42,442 | 2,651 | 0.0% | 0.0% | 143 | +13,925 | 48.83% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | New | 41,091 | 2,564 | 0.31% | — | 144 | +41,091 | New | Q4 2025 | Feb 17, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | No change | 35,254 | 2,211 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 25,422 | 2,178 | 0.23% | 0.35% | 146 | +762 | 3.09% | Q4 2025 | Jan 22, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 33,241 | 2,077 | 0.14% | 0.13% | 147 | +1,272 | 3.98% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | Reduced | 32,256 | 2,012 | 0.05% | 0.12% | 148 | -6,144 | -16.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 31,809 | 1,984 | 0.02% | 0.02% | 149 | +3,901 | 13.98% | Q4 2025 | Feb 13, 2026 |
| Metis Global Partners, LLC | History | Reduced | 30,928 | 1,930 | 0.05% | 0.05% | 150 | -6,351 | -17.04% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 30,489 | 1,902 | 0.15% | — | 151 | +30,489 | New | Q4 2025 | Feb 25, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | Reduced | 30,336 | 1,893 | 0.08% | 0.37% | 152 | -106,303 | -77.8% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 30,098 | 1,878 | 0.04% | — | 153 | +30,098 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 29,732 | 1,855 | 0.01% | 0.01% | 154 | -16 | -0.05% | Q4 2025 | Jan 30, 2026 |
| Gulf International Bank (UK) Ltd | History | No change | 28,413 | 1,774 | 0.06% | 0.08% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Erste Asset Management GmbH | History | Reduced | 27,800 | 1,744 | 0.01% | 0.02% | 156 | -600 | -2.11% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 27,841 | 1,737 | 0.05% | 0.07% | 157 | -5,591 | -16.72% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 27,817 | 1,735 | 0.03% | 0.03% | 158 | +25 | 0.09% | Q4 2025 | Jan 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 26,700 | 1,668 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 26,589 | 1,661 | 0.12% | 0.1% | 160 | -1,728 | -6.1% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 26,291 | 1,640 | 0.0% | 0.0% | 161 | +1,150 | 4.57% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,412 | 1,586 | 0.0% | 0.0% | 162 | +9,104 | 55.83% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,132 | 1,568 | 0.0% | 0.0% | 163 | +3,307 | 15.15% | Q4 2025 | Feb 10, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 24,517 | 1,529 | 0.44% | 0.43% | 164 | -270 | -1.09% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,455 | 1,526 | 0.0% | 0.0% | 165 | +1,011 | 4.31% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 24,374 | 1,523 | 0.0% | 0.0% | 166 | -3,205 | -11.62% | Q4 2025 | Jan 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,867 | 1,489 | 0.0% | 0.0% | 167 | -164 | -0.68% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,579 | 1,471 | 0.0% | 0.0% | 168 | +5,520 | 30.57% | Q4 2025 | Mar 09, 2026 |
| Advisory Resource Group | History | Added to | 23,115 | 1,442 | 0.25% | 0.24% | 169 | +1,041 | 4.72% | Q4 2025 | Feb 12, 2026 |
| ASR Vermogensbeheer N.V. | History | No change | 22,784 | 1,424 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 22,033 | 1,377 | 0.0% | 0.0% | 171 | -1,700 | -7.16% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21,576 | 1,346 | 0.0% | 0.0% | 172 | -513 | -2.32% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 21,435 | 1,338 | 0.0% | 0.0% | 173 | +8,600 | 67.0% | Q4 2025 | Feb 10, 2026 |
| Old Port Advisors | History | Added to | 20,794 | 1,297 | 0.32% | 0.28% | 174 | +2,122 | 11.36% | Q4 2025 | Jan 08, 2026 |
| Hilltop National Bank | History | No change | 20,239 | 1,262 | 0.31% | 0.3% | 175 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 20,201 | 1,260 | 0.01% | 0.01% | 176 | +1,361 | 7.22% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,099 | 1,254 | 0.01% | 0.01% | 177 | -26 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Mason & Associates Inc | History | Reduced | 20,068 | 1,252 | 0.24% | 0.27% | 178 | -1,932 | -8.78% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 19,930 | 1,243 | 0.0% | 0.0% | 179 | -561 | -2.74% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,814 | 1,236 | 0.0% | 0.0% | 180 | -681 | -3.32% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,714 | 1,230 | 0.0% | 0.0% | 181 | +5,156 | 35.42% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 19,165 | 1,195 | 0.02% | 0.02% | 182 | +2,008 | 11.7% | Q4 2025 | Feb 09, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 18,254 | 1,190 | 0.03% | 0.03% | 183 | -10 | -0.05% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,696 | 1,185 | 0.0% | 0.0% | 184 | -1,190 | -7.49% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 18,781 | 1,171 | 0.03% | — | 186 | +18,781 | New | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 18,771 | 1,171 | 0.06% | 0.06% | 185 | +5,891 | 45.74% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,438 | 1,150 | 0.01% | 0.01% | 187 | +345 | 1.91% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 16,963 | 1,058 | 0.02% | 0.03% | 188 | +2,427 | 16.7% | Q4 2025 | Feb 11, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 16,660 | 1,040 | 0.1% | 0.21% | 189 | -14,600 | -46.71% | Q4 2025 | Feb 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 16,356 | 1,020 | 0.06% | 0.06% | 190 | +18 | 0.11% | Q4 2025 | Jan 29, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 15,931 | 994 | 0.05% | 0.01% | 191 | +11,961 | 301.28% | Q4 2025 | Feb 04, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 11,200 | 959 | 0.01% | 0.01% | 192 | +1,400 | 14.29% | Q4 2025 | Feb 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,182 | 947 | 0.06% | — | 193 | +15,182 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 13,938 | 869 | 0.0% | 0.0% | 194 | -398 | -2.78% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 13,643 | 851 | 0.0% | 0.0% | 195 | +197 | 1.47% | Q4 2025 | Jan 30, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 13,602 | 848 | 0.0% | 0.0% | 196 | +1,173 | 9.44% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,534 | 845 | 0.0% | 0.0% | 197 | +2,526 | 22.95% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,345 | 832 | 0.0% | 0.0% | 198 | +1,092 | 8.91% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | Added to | 13,280 | 828 | 0.02% | 0.02% | 199 | +322 | 2.48% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,916 | 824 | 0.0% | 0.0% | 200 | +222 | 1.75% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,194 | 823 | 0.0% | 0.0% | 201 | +1,973 | 17.58% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 13,205 | 823 | 0.04% | 0.04% | 202 | +1,149 | 9.53% | Q4 2025 | Feb 11, 2026 |
| Rathbones Group PLC | History | No change | 12,715 | 794 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 12,280 | 766 | 0.17% | 0.16% | 204 | +26 | 0.21% | Q4 2025 | Jan 21, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 11,750 | 734 | 0.01% | 0.01% | 205 | +2,576 | 28.08% | Q4 2025 | Jan 16, 2026 |
| STATE STREET CORP | History | Reduced | 11,655 | 727 | 0.0% | 0.0% | 206 | -27,443 | -70.19% | Q4 2025 | Feb 13, 2026 |
| Capital World Investors | History | Reduced | 11,600 | 724 | 0.0% | 0.0% | 207 | -22,933 | -66.41% | Q4 2025 | Feb 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 11,460 | 715 | 0.01% | 0.01% | 208 | -4,774 | -29.41% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 11,454 | 714 | 0.0% | — | 209 | +11,454 | New | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,401 | 711 | 0.01% | 0.01% | 210 | +5,590 | 96.2% | Q4 2025 | Jan 16, 2026 |
| Walleye Capital LLC | History | New | 11,252 | 702 | 0.0% | — | 211 | +11,252 | New | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 11,209 | 699 | 0.02% | 0.01% | 212 | +7,056 | 169.9% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,037 | 688 | 0.0% | 0.0% | 213 | -2,517 | -18.57% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 10,801 | 685 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BROWN ADVISORY INC | History | Added to | 10,568 | 659 | 0.0% | 0.0% | 215 | +211 | 2.04% | Q4 2025 | Feb 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 10,505 | 655 | 0.17% | 0.13% | 216 | +2,473 | 30.79% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 10,263 | 640 | 0.0% | 0.0% | 217 | -3,977 | -27.93% | Q4 2025 | Feb 17, 2026 |
| One Capital Management, LLC | History | New | 10,167 | 635 | 0.02% | — | 218 | +10,167 | New | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,157 | 633 | 0.0% | 0.0% | 219 | +486 | 5.03% | Q4 2025 | Feb 18, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Reduced | 10,015 | 626 | 0.09% | 0.08% | 220 | -11 | -0.11% | Q4 2025 | Jan 20, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 7,059 | 604 | 0.14% | — | 221 | +7,059 | New | Q4 2025 | Feb 13, 2026 |
| PDT Partners, LLC | History | Reduced | 9,648 | 602 | 0.04% | 0.17% | 222 | -34,368 | -78.08% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | Added to | 9,617 | 601 | 0.0% | 0.0% | 224 | +5 | 0.05% | Q4 2025 | Feb 13, 2026 |
| WOODSTOCK CORP | History | No change | 9,647 | 601 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,146 | 570 | 0.0% | 0.0% | 225 | -840 | -8.41% | Q4 2025 | Feb 02, 2026 |
| Plan A Wealth LLC | History | Added to | 9,079 | 566 | 0.28% | 0.26% | 226 | +572 | 6.72% | Q4 2025 | Feb 06, 2026 |
| Quilter Plc | History | Added to | 8,956 | 559 | 0.01% | 0.01% | 227 | +2,070 | 30.06% | Q4 2025 | Jan 21, 2026 |
| Claret Asset Management Corp | History | Reduced | 8,807 | 550 | 0.06% | 0.06% | 228 | -174 | -1.94% | Q4 2025 | Feb 11, 2026 |
| Investment Research Partners LLC | History | Added to | 8,807 | 549 | 0.24% | 0.24% | 229 | +62 | 0.71% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,580 | 538 | 0.02% | 0.02% | 230 | +12 | 0.14% | Q4 2025 | Jan 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 8,557 | 534 | 0.0% | 0.0% | 231 | -251 | -2.85% | Q4 2025 | Feb 17, 2026 |
| LGT Group Foundation | History | No change | 8,493 | 531 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 8,400 | 524 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NATIXIS | History | Reduced | 8,395 | 523 | 0.0% | 0.0% | 234 | -253 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,319 | 519 | 0.01% | 0.01% | 235 | +74 | 0.9% | Q4 2025 | Jan 21, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 8,144 | 508 | 0.11% | 0.11% | 236 | +18 | 0.22% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 7,876 | 491 | 0.0% | 0.0% | 237 | +2,616 | 49.73% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 7,806 | 487 | 0.01% | 0.0% | 238 | +7,472 | 2237.13% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,721 | 481 | 0.01% | 0.01% | 239 | +63 | 0.82% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 7,549 | 471 | 0.02% | 0.02% | 240 | +793 | 11.74% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | Added to | 7,490 | 468 | 0.05% | 0.03% | 241 | +3,450 | 85.4% | Q4 2025 | Feb 11, 2026 |
| Tacita Capital Inc | History | Added to | 7,172 | 447 | 0.26% | 0.17% | 242 | +2,438 | 51.5% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 7,133 | 445 | 0.0% | 0.0% | 243 | -1,453 | -16.92% | Q4 2025 | Jan 26, 2026 |
| TFB Advisors LLC | History | No change | 7,000 | 436 | 0.12% | 0.13% | 244 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 6,915 | 431 | 0.0% | 0.0% | 245 | -636 | -8.42% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 6,899 | 430 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| denkapparat Operations GmbH | History | No change | 6,700 | 418 | 0.23% | 0.26% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 6,667 | 416 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,604 | 412 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| West Family Investments, Inc. | History | No change | 6,542 | 408 | 0.1% | 13.27% | 250 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,500 | 405 | 0.0% | 0.0% | 251 | -400 | -5.8% | Q4 2025 | Feb 17, 2026 |
| Cumberland Partners Ltd | History | Reduced | 6,469 | 404 | 0.02% | 0.03% | 252 | -209 | -3.13% | Q4 2025 | Feb 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 6,441 | 401 | 0.03% | 0.03% | 254 | -224 | -3.36% | Q4 2025 | Jan 08, 2026 |
| PDS Planning, Inc | History | Added to | 6,433 | 401 | 0.03% | 0.03% | 253 | +2 | 0.03% | Q4 2025 | Jan 26, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,383 | 398 | 0.17% | 0.16% | 255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,130 | 382 | 0.0% | 0.0% | 256 | +1,425 | 30.29% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,083 | 379 | 0.0% | 0.0% | 257 | -1 | -0.02% | Q4 2025 | Feb 13, 2026 |
| XPONANCE LLC | History | New | 6,055 | 378 | 0.0% | — | 258 | +6,055 | New | Q4 2025 | Feb 12, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 6,031 | 376 | 0.14% | — | 259 | +6,031 | New | Q4 2025 | Mar 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,958 | 371 | 0.0% | 0.0% | 260 | +1,082 | 22.19% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,945 | 370 | 0.0% | 0.0% | 261 | -2,397 | -28.73% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Reduced | 5,940 | 370 | 0.01% | 0.01% | 262 | -320 | -5.11% | Q4 2025 | Feb 10, 2026 |
| FreeGulliver LLC | History | No change | 5,924 | 369 | 0.14% | 0.16% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,901 | 368 | 0.1% | 0.09% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 5,874 | 366 | 0.0% | 0.0% | 265 | -2,287 | -28.02% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 5,820 | 363 | 0.01% | 0.01% | 266 | +663 | 12.86% | Q4 2025 | Feb 19, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,747 | 358 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Corient IA LLC | History | New | 5,710 | 356 | 0.33% | — | 268 | +5,710 | New | Q4 2025 | Feb 13, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 5,682 | 355 | 0.05% | 0.05% | 269 | -17 | -0.3% | Q4 2025 | Feb 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 5,679 | 354 | 0.0% | 0.0% | 270 | -18,464 | -76.48% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,651 | 352 | 0.01% | 0.01% | 271 | +19 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 5,625 | 351 | 0.0% | 0.0% | 272 | +325 | 6.13% | Q4 2025 | Feb 13, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 5,627 | 351 | 0.07% | 0.07% | 273 | +25 | 0.45% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,592 | 348 | 0.0% | 0.0% | 274 | +864 | 18.27% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,483 | 342 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRUDENTIAL PLC | History | Reduced | 5,420 | 338 | 0.0% | 0.01% | 276 | -27,168 | -83.37% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | No change | 5,394 | 337 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,385 | 336 | 0.01% | 0.01% | 278 | -1,446 | -21.17% | Q4 2025 | Jan 27, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Added to | 5,301 | 331 | 0.01% | 0.0% | 279 | +3,320 | 167.59% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,028 | 313 | 0.0% | 0.0% | 280 | +460 | 10.07% | Q4 2025 | Feb 02, 2026 |
| CVA Family Office, LLC | History | No change | 5,000 | 312 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 4,985 | 311 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Reduced | 4,955 | 309 | 0.06% | 0.07% | 283 | -12 | -0.24% | Q4 2025 | Jan 16, 2026 |
| Ethic Inc. | History | New | 4,821 | 300 | 0.0% | — | 284 | +4,821 | New | Q4 2025 | Feb 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,784 | 298 | 0.01% | 0.01% | 285 | +39 | 0.82% | Q4 2025 | Jan 23, 2026 |
| Valmark Advisers, Inc. | History | New | 4,614 | 287 | 0.0% | — | 286 | +4,614 | New | Q4 2025 | Jan 26, 2026 |
| Rempart Asset Management Inc. | History | Added to | 4,535 | 283 | 0.05% | 0.04% | 287 | +500 | 12.39% | Q4 2025 | Jan 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,468 | 278 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 4,425 | 276 | 0.01% | 0.01% | 289 | +682 | 18.22% | Q4 2025 | Feb 05, 2026 |
| Pathway Financial Advisors LLC | History | No change | 4,339 | 276 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,300 | 268 | 0.0% | — | 291 | +4,300 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,293 | 267 | 0.0% | — | 292 | +4,293 | New | Q4 2025 | Feb 18, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 4,230 | 263 | 0.01% | 0.01% | 293 | -3 | -0.07% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,190 | 261 | 0.0% | 0.0% | 294 | +109 | 2.67% | Q4 2025 | Feb 03, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 4,121 | 260 | 0.11% | 0.1% | 296 | +60 | 1.48% | Q4 2025 | Feb 17, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 4,177 | 260 | 0.03% | 0.02% | 295 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,136 | 258 | 0.01% | 0.01% | 297 | +30 | 0.73% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,119 | 257 | 0.0% | 0.0% | 298 | +286 | 7.46% | Q4 2025 | Jan 26, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 4,086 | 254 | 0.02% | 0.02% | 300 | +20 | 0.49% | Q4 2025 | Jan 15, 2026 |
| Ballast, Inc. | History | No change | 4,083 | 254 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caprock Group, LLC | History | Reduced | 4,056 | 253 | 0.01% | 0.01% | 301 | -1,127 | -21.74% | Q4 2025 | Jan 28, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,848 | 250 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,966 | 247 | 0.0% | 0.0% | 303 | +1,143 | 40.49% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,971 | 247 | 0.0% | 0.0% | 304 | +194 | 5.14% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,864 | 241 | 0.0% | — | 305 | +3,864 | New | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Reduced | 3,849 | 240 | 0.0% | 0.0% | 306 | -8 | -0.21% | Q4 2025 | Feb 17, 2026 |
| Canopy Partners, LLC | History | Reduced | 3,836 | 239 | 0.08% | 0.08% | 307 | -59 | -1.51% | Q4 2025 | Feb 12, 2026 |
| Well Done, LLC | History | No change | 3,771 | 235 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | History | Reduced | 3,729 | 233 | 0.13% | 0.22% | 309 | -2,791 | -42.81% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,714 | 231 | 0.0% | 0.0% | 310 | -317 | -7.86% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,696 | 230 | 0.06% | 0.01% | 312 | +3,407 | 1178.89% | Q4 2025 | Mar 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,696 | 230 | 0.0% | 0.01% | 311 | +19 | 0.52% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,568 | 222 | 0.0% | 0.0% | 313 | -749 | -17.35% | Q4 2025 | Mar 16, 2026 |
| Nilsine Partners, LLC | History | No change | 3,563 | 222 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,552 | 221 | 0.0% | — | 315 | +3,552 | New | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,524 | 219 | 0.0% | — | 316 | +3,524 | New | Q4 2025 | Feb 11, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 3,477 | 217 | 0.01% | 0.01% | 317 | +145 | 4.35% | Q4 2025 | Feb 10, 2026 |
| St. Louis Trust Co | History | New | 3,385 | 211 | 0.02% | — | 319 | +3,385 | New | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,395 | 211 | 0.0% | 0.0% | 320 | +28 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,385 | 211 | 0.01% | 0.01% | 318 | -18 | -0.53% | Q4 2025 | Jan 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,375 | 210 | 0.03% | 0.02% | 322 | +515 | 18.01% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,381 | 210 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DGS Capital Management, LLC | History | New | 3,348 | 208 | 0.04% | — | 323 | +3,348 | New | Q4 2025 | Feb 24, 2026 |
| FIL Ltd | History | Reduced | 3,321 | 207 | 0.0% | 0.0% | 324 | -6,562 | -66.4% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,216 | 200 | 0.0% | — | 325 | +3,216 | New | Q4 2025 | Feb 19, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,021 | 188 | 0.0% | 0.05% | 326 | -25,609 | -89.45% | Q4 2025 | Feb 17, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2,994 | 186 | 0.13% | 0.13% | 327 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | No change | 2,844 | 177 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,813 | 175 | 0.0% | 0.0% | 329 | -197 | -6.54% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | No change | 2,771 | 172 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DANSKE BANK A/S | History | Reduced | 2,693 | 168 | 0.0% | 0.0% | 331 | -307 | -10.23% | Q4 2025 | Feb 02, 2026 |
| REXFORD CAPITAL INC | History | No change | 2,655 | 165 | 0.12% | 0.12% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,466 | 153 | 0.01% | 0.0% | 333 | +360 | 17.09% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 2,360 | 147 | 0.0% | 0.0% | 334 | +2,007 | 568.56% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,201 | 137 | 0.0% | 0.0% | 335 | -67 | -2.95% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | No change | 2,136 | 133 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 2,490 | 132 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,014 | 125 | 0.01% | — | 339 | +2,014 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,012 | 125 | 0.0% | 0.0% | 338 | -45 | -2.19% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,000 | 124 | 0.0% | 0.0% | 340 | -203 | -9.21% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,903 | 119 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | No change | 1,899 | 118 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Perkins Coie Trust Co | History | No change | 1,871 | 116 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,832 | 114 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 1,825 | 113 | 0.0% | 0.0% | 345 | -25 | -1.35% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,741 | 108 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 1,729 | 107 | 0.0% | 0.0% | 347 | +1,273 | 279.17% | Q4 2025 | Feb 13, 2026 |
| Cromwell Holdings LLC | History | No change | 1,719 | 107 | 0.06% | 0.06% | 348 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 1,651 | 103 | 0.0% | 0.0% | 349 | -1,907 | -53.6% | Q4 2025 | Feb 13, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,553 | 96 | 0.08% | 0.08% | 350 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,423 | 89 | 0.0% | 0.0% | 351 | +835 | 142.01% | Q4 2025 | Feb 13, 2026 |
| Pacifica Partners Inc. | History | Added to | 1,328 | 83 | 0.04% | 0.03% | 352 | +40 | 3.11% | Q4 2025 | Jan 09, 2026 |
| BIRCHBROOK, INC. | History | No change | 1,295 | 80 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,207 | 75 | 0.0% | 0.0% | 354 | -95 | -7.3% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,200 | 74 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,200 | 74 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LOM Asset Management Ltd | History | New | 850 | 72 | 0.02% | — | 357 | +850 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,121 | 69 | 0.0% | — | 358 | +1,121 | New | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,091 | 68 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,091 | 68 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | No change | 1,074 | 67 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 1,073 | 66 | 0.01% | — | 362 | +1,073 | New | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 62 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 986 | 61 | 0.0% | 0.0% | 364 | -5 | -0.5% | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 939 | 58 | 0.01% | 0.01% | 365 | -14 | -1.47% | Q4 2025 | Feb 13, 2026 |
| TOBAM | History | Reduced | 578 | 50 | 0.01% | 0.02% | 366 | -238 | -29.17% | Q4 2025 | Mar 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 801 | 50 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | No change | 787 | 49 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | No change | 800 | 49 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 797 | 49 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | New | 782 | 48 | 0.01% | — | 371 | +782 | New | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 776 | 48 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 748 | 46 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | Reduced | 717 | 44 | 0.01% | 0.01% | 374 | -81 | -10.15% | Q4 2025 | Jan 12, 2026 |
| Clean Yield Group | History | Reduced | 679 | 42 | 0.01% | 0.02% | 375 | -246 | -26.59% | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | Reduced | 687 | 42 | 0.01% | 0.01% | 376 | -17 | -2.41% | Q4 2025 | Feb 06, 2026 |
| BankPlus Trust Department | History | No change | 681 | 42 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Asset Planning,Inc | History | No change | 678 | 42 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | Reduced | 600 | 37 | 0.0% | 0.0% | 379 | -600 | -50.0% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | No change | 576 | 35 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SITTNER & NELSON, LLC | History | New | 513 | 33 | 0.01% | — | 382 | +513 | New | Q4 2025 | Feb 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 530 | 33 | 0.02% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 497 | 31 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 500 | 31 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SRH ADVISORS, LLC | History | No change | 500 | 31 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 500 | 31 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 481 | 30 | 0.0% | — | 387 | +481 | New | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | No change | 460 | 28 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 441 | 27 | 0.0% | 0.0% | 389 | +55 | 14.25% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 411 | 25 | 0.0% | 0.0% | 391 | +167 | 68.44% | Q4 2025 | Feb 02, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 414 | 25 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dogwood Wealth Management LLC | History | No change | 327 | 20 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Reflection Asset Management | History | New | 303 | 19 | 0.01% | — | 395 | +303 | New | Q4 2025 | Mar 02, 2026 |
| Ancora Advisors LLC | History | Added to | 311 | 19 | 0.0% | 0.0% | 393 | +28 | 9.89% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 317 | 19 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 274 | 17 | 0.0% | — | 396 | +274 | New | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 267 | 16 | 0.0% | — | 397 | +267 | New | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | New | 251 | 15 | 0.0% | — | 399 | +251 | New | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 241 | 15 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 246 | 15 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| BFSG, LLC | History | No change | 225 | 14 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 221 | 13 | 0.0% | 0.0% | 402 | +6 | 2.79% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 205 | 12 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 187 | 11 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 185 | 11 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Laurel Wealth Advisors LLC | History | New | 170 | 10 | 0.0% | — | 406 | +170 | New | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 170 | 10 | 0.0% | 0.0% | 407 | -50 | -22.73% | Q4 2025 | Feb 24, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 165 | 10 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 150 | 9 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | New | 125 | 8 | 0.0% | — | 412 | +125 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 137 | 8 | 0.0% | 0.0% | 411 | -27 | -16.46% | Q4 2025 | Jan 08, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 144 | 8 | 0.0% | 0.0% | 410 | +8 | 5.88% | Q4 2025 | Jan 27, 2026 |
| Bare Financial Services, Inc | History | Reduced | 124 | 7 | 0.0% | 0.0% | 415 | -15 | -10.79% | Q4 2025 | Feb 06, 2026 |
| Bangor Savings Bank | History | No change | 122 | 7 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 122 | 7 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 107 | 6 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Key FInancial Inc | History | No change | 99 | 6 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JCIC Asset Management Inc. | History | Reduced | 95 | 5 | 0.0% | 0.0% | 419 | -40 | -29.63% | Q4 2025 | Jan 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 94 | 5 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | New | 40 | 2 | 0.0% | — | 420 | +40 | New | Q4 2025 | Jan 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 43 | 2 | 0.0% | 0.0% | 421 | +18 | 72.0% | Q4 2025 | Feb 05, 2026 |
| Penserra Capital Management LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 422 | -15 | -31.25% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | New | 23 | 1 | 0.0% | — | 425 | +23 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Added to | 30 | 1 | 0.0% | — | 427 | +22 | 275.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 19 | 1 | 0.0% | — | 424 | +19 | New | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | New | 19 | 1 | 0.0% | — | 426 | +19 | New | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 20 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,953,362 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 0.39% | — | -490,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.23% | — | -436,831 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.3% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Waratah Capital Advisors Ltd. | History | Closed out | 0 | 0 | — | 0.1% | — | -96,701 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ninepoint Partners LP | History | Closed out | 0 | 0 | — | 0.38% | — | -48,580 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Achmea Investment Management B.V. | History | Closed out | 0 | 0 | — | 0.03% | — | -38,975 | -100.0% | Q3 2025 | Nov 21, 2025 |
| PCJ Investment Counsel Ltd. | History | Closed out | 0 | 0 | — | 0.43% | — | -25,730 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,324 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,801 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,565 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -8,150 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,617 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,544 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,544 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL CITY TRUST CO/FL | History | Closed out | 0 | 0 | — | 0.06% | — | -4,379 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,981 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,971 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Bancshares, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,898 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,749 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,623 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,357 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,337 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,728 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,396 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,026 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mascoma Wealth Management LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -19 | -95.0% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Financial Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 23, 2026 |
| Optiver Holding B.V. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q4 2025 | Jan 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |