SL GREEN REALTY CORP - SLG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 13,313,874 | 610,707 | 0.01% | 0.01% | 1 | +780,705 | 6.23% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 10,872,903 | 498,740 | 0.01% | 0.01% | 2 | +12,282 | 0.11% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 4,174,722 | 191,494 | 0.01% | 0.01% | 3 | -14,917 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 3,041,226 | 139,501 | 0.39% | 0.44% | 4 | +617,488 | 25.48% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,918,292 | 133,862 | 0.02% | 0.01% | 5 | +1,117,357 | 62.04% | Q4 2025 | Mar 25, 2026 |
| COHEN & STEERS, INC. | History | New | 2,652,341 | 121,675 | 0.22% | — | 6 | +2,652,341 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,854,741 | 85,089 | 0.01% | 0.01% | 7 | -22,374 | -1.19% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,762,062 | 81,442 | 0.1% | 0.12% | 8 | +45,315 | 2.64% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,561,121 | 71,608 | 0.01% | 0.01% | 9 | +32,779 | 2.14% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,489,893 | 68,341 | 0.01% | 0.01% | 10 | -54,094 | -3.5% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,391,500 | 63,828 | 0.01% | 0.01% | 11 | +608,332 | 77.68% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,107,618 | 50,806 | 0.03% | 0.01% | 12 | +933,272 | 535.3% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,074,319 | 49,279 | 0.01% | 0.01% | 13 | +14,282 | 1.35% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 991,410 | 45,476 | 0.0% | 0.0% | 14 | -134,068 | -11.91% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 961,272 | 44,093 | 0.0% | — | 15 | +961,272 | New | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Reduced | 946,348 | 43,408 | 0.01% | 0.02% | 16 | -464,749 | -32.94% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 867,807 | 39,806 | 0.07% | 0.07% | 17 | +162,317 | 23.01% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 840,844 | 38,569 | 0.46% | 0.0% | 18 | +836,044 | 17417.58% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 799,364 | 36,666 | 0.01% | 0.01% | 19 | +189,282 | 31.03% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 795,809 | 36,503 | 0.01% | 0.02% | 20 | -1,094,564 | -57.9% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 780,104 | 35,783 | 0.01% | 0.01% | 21 | +190,321 | 32.27% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 779,727 | 35,766 | 0.0% | 0.0% | 22 | +51,821 | 7.12% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 776,886 | 35,635 | 0.01% | 0.01% | 23 | -240,083 | -23.61% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Added to | 686,552 | 31,492 | 0.23% | 0.0% | 24 | +679,815 | 10090.77% | Q4 2025 | Feb 17, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | New | 670,360 | 30,749 | 0.3% | — | 25 | +670,360 | New | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Added to | 581,130 | 26,656 | 0.01% | 0.01% | 26 | +49,775 | 9.37% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 561,559 | 25,758 | 0.04% | 0.06% | 27 | +22,281 | 4.13% | Q4 2025 | Feb 12, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 507,882 | 23,296 | 0.08% | 0.29% | 28 | -952,491 | -65.22% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 440,730 | 20,216 | 0.02% | 0.06% | 29 | -123,425 | -21.88% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 370,500 | 16,994 | 0.01% | 0.01% | 30 | +11,394 | 3.17% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 358,000 | 16,423 | 0.0% | 0.0% | 31 | +285,226 | 391.93% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 338,550 | 15,529 | 0.01% | 0.01% | 32 | -4,445 | -1.3% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 325,089 | 14,911 | 0.0% | 0.0% | 33 | -109,834 | -25.25% | Q4 2025 | Feb 12, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Reduced | 323,735 | 14,849 | 1.04% | 1.65% | 34 | -79,191 | -19.65% | Q4 2025 | Feb 13, 2026 |
| Hazelview Securities Inc. | History | Added to | 310,464 | 14,579 | 2.81% | 2.32% | 35 | +104,110 | 50.45% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 310,982 | 14,264 | 0.0% | 0.0% | 36 | +141,060 | 83.01% | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 296,725 | 13,610 | 0.01% | 0.01% | 37 | +75,836 | 34.33% | Q4 2025 | Feb 13, 2026 |
| Hosking Partners LLP | History | Added to | 290,166 | 13,309 | 0.45% | 0.53% | 38 | +45,337 | 18.52% | Q4 2025 | Feb 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 287,899 | 13,205 | 0.01% | 0.0% | 39 | +272,231 | 1737.5% | Q4 2025 | Feb 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 280,000 | 12,843 | 0.02% | 0.04% | 40 | -125,000 | -30.86% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 265,990 | 12,200 | 0.0% | 0.0% | 41 | -21 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Prospect Financial Services LLC | History | Added to | 258,671 | 11,865 | 6.81% | 7.43% | 42 | +42,557 | 19.69% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 255,473 | 11,718 | 0.01% | 0.0% | 43 | +199,907 | 359.76% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 251,390 | 11,531 | 0.01% | 0.01% | 44 | +32,756 | 14.98% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 245,815 | 11,275 | 0.04% | 0.06% | 45 | -31,216 | -11.27% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 239,843 | 11,001 | 0.0% | 0.0% | 46 | +73,258 | 43.98% | Q4 2025 | Feb 13, 2026 |
| Woodline Partners LP | History | New | 234,343 | 10,749 | 0.04% | — | 47 | +234,343 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 227,811 | 10,449 | 0.0% | 0.0% | 48 | -42,590 | -15.75% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 225,349 | 10,336 | 0.01% | 0.02% | 49 | -130,943 | -36.75% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 220,328 | 10,106 | 0.01% | 0.01% | 50 | -4,630 | -2.06% | Q4 2025 | Feb 13, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 219,204 | 10,054 | 0.01% | 0.02% | 51 | -85,966 | -28.17% | Q4 2025 | Feb 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 206,577 | 9,476 | 0.03% | 0.04% | 52 | +5,002 | 2.48% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 202,555 | 9,291 | 0.0% | 0.0% | 53 | +88,733 | 77.96% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 196,500 | 9,013 | 0.03% | 0.03% | 54 | +57,700 | 41.57% | Q4 2025 | Feb 02, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 195,334 | 8,959 | 0.07% | 0.13% | 55 | -43,678 | -18.27% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Added to | 184,115 | 8,445 | 0.01% | 0.01% | 56 | +109,266 | 145.98% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 175,102 | 8,031 | 0.0% | 0.0% | 57 | +144,076 | 464.37% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 162,592 | 7,458 | 0.0% | 0.0% | 58 | +46,891 | 40.53% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 160,166 | 7,346 | 0.01% | 17.3% | 59 | +97,866 | 157.09% | Q4 2025 | Feb 17, 2026 |
| APG Asset Management US Inc. | History | New | 156,256 | 7,167 | 0.06% | — | 60 | +156,256 | New | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 140,098 | 6,426 | 0.0% | 0.0% | 61 | +2,400 | 1.74% | Q4 2025 | Feb 12, 2026 |
| Long Pond Capital, LP | History | New | 138,230 | 6,340 | 0.74% | — | 62 | +138,230 | New | Q4 2025 | Feb 13, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | New | 135,823 | 6,230 | 0.49% | — | 63 | +135,823 | New | Q4 2025 | Feb 04, 2026 |
| Greenland Capital Management LP | History | Added to | 133,580 | 6,127 | 0.65% | 0.3% | 64 | +82,915 | 163.65% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 131,367 | 6,029 | 0.0% | 0.0% | 65 | +19,052 | 16.96% | Q4 2025 | Mar 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 128,071 | 5,874 | 0.01% | 0.01% | 66 | -8,815 | -6.44% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 127,870 | 5,865 | 0.01% | 0.0% | 67 | +124,191 | 3375.67% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 123,108 | 5,646 | 0.0% | 0.0% | 68 | -33,492 | -21.39% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 116,748 | 5,355 | 0.0% | 0.0% | 69 | +24,216 | 26.17% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 110,439 | 5,065 | 0.0% | 0.0% | 70 | -1,241 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 107,774 | 4,943 | 0.01% | 0.0% | 71 | +29,660 | 37.97% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 107,332 | 4,923 | 0.64% | 0.83% | 72 | -339 | -0.31% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 106,460 | 4,883 | 0.01% | 0.02% | 73 | +2,270 | 2.18% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 102,031 | 4,680 | 0.01% | 0.01% | 74 | +16,851 | 19.78% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 101,130 | 4,638 | 0.0% | 0.0% | 75 | +885 | 0.88% | Q4 2025 | Feb 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 99,527 | 4,638 | 0.01% | 0.02% | 76 | -778 | -0.78% | Q4 2025 | Jan 27, 2026 |
| Caption Management, LLC | History | Added to | 100,000 | 4,587 | 0.03% | 0.02% | 77 | +48,700 | 94.93% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 98,743 | 4,529 | 0.01% | 0.02% | 78 | -3,098 | -3.04% | Q4 2025 | Feb 17, 2026 |
| Adelante Capital Management LLC | History | New | 96,825 | 4,441 | 0.3% | — | 79 | +96,825 | New | Q4 2025 | Feb 18, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 96,157 | 4,410 | 0.82% | 1.04% | 80 | +4,277 | 4.65% | Q4 2025 | Jan 30, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 91,414 | 4,193 | 0.02% | 0.02% | 81 | +18,599 | 25.54% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 85,492 | 3,922 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Swedbank AB | History | No change | 84,808 | 3,890 | 0.0% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 68,455 | 3,829 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Taproot Management LP | History | New | 82,262 | 3,773 | 0.61% | — | 85 | +82,262 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 80,888 | 3,710 | 0.0% | 0.01% | 86 | +31,505 | 63.8% | Q4 2025 | Jan 09, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 78,212 | 3,587 | 0.31% | — | 87 | +78,212 | New | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 77,564 | 3,557 | 0.01% | 0.02% | 88 | -4,578 | -5.57% | Q4 2025 | Jan 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 77,326 | 3,546 | 0.0% | — | 89 | +77,326 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 76,754 | 3,520 | 0.0% | 0.0% | 90 | -2,550 | -3.22% | Q4 2025 | Jan 23, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 75,506 | 3,461 | 0.04% | 0.05% | 91 | +1,094 | 1.47% | Q4 2025 | Jan 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 73,171 | 3,356 | 0.01% | 0.0% | 92 | +58,067 | 384.45% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 71,833 | 3,294 | 0.0% | 0.0% | 93 | +20,157 | 39.01% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 71,531 | 3,281 | 0.01% | 0.01% | 94 | +10,727 | 17.64% | Q4 2025 | Jan 27, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Added to | 67,818 | 3,110 | 1.41% | 1.66% | 95 | +8,168 | 13.69% | Q4 2025 | Jan 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 67,400 | 3,091 | 0.01% | 0.01% | 96 | +22,900 | 51.46% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 67,262 | 3,085 | 0.0% | 0.0% | 97 | -75 | -0.11% | Q4 2025 | Feb 17, 2026 |
| Apollo Management Holdings, L.P. | History | New | 66,050 | 3,029 | 0.02% | — | 98 | +66,050 | New | Q4 2025 | Feb 17, 2026 |
| Cander Asset Management LP | History | New | 63,637 | 2,919 | 0.54% | — | 99 | +63,637 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 59,954 | 2,750 | 0.0% | 0.0% | 100 | +52,139 | 667.17% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | New | 57,684 | 2,645 | 0.0% | — | 101 | +57,684 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 56,276 | 2,642 | 0.0% | 0.0% | 102 | +3,114 | 5.86% | Q4 2025 | Feb 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 55,512 | 2,546 | 0.01% | 0.01% | 103 | -4,463 | -7.44% | Q4 2025 | Feb 17, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 54,022 | 2,477 | 0.06% | 0.09% | 104 | -6,610 | -10.9% | Q4 2025 | Jan 28, 2026 |
| Squarepoint Ops LLC | History | Reduced | 53,199 | 2,440 | 0.0% | 0.02% | 105 | -204,328 | -79.34% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 51,758 | 2,374 | 0.0% | 0.0% | 106 | +20,483 | 65.49% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 51,611 | 2,367 | 0.01% | — | 107 | +51,611 | New | Q4 2025 | Feb 10, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 50,820 | 2,331 | 0.07% | 0.09% | 108 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 48,805 | 2,239 | 0.0% | 0.01% | 109 | -2,433 | -4.75% | Q4 2025 | Feb 05, 2026 |
| Amundi | History | Reduced | 47,852 | 2,194 | 0.0% | 0.0% | 110 | -1,176 | -2.4% | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 42,706 | 1,958 | 0.01% | 0.0% | 111 | -12,892 | -23.19% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 41,600 | 1,908 | 0.0% | 0.0% | 112 | -5,000 | -10.73% | Q4 2025 | Mar 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 41,584 | 1,907 | 0.0% | 0.0% | 113 | +1,118 | 2.76% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 41,421 | 1,899 | 0.01% | 0.01% | 114 | -2,494 | -5.68% | Q4 2025 | Feb 12, 2026 |
| Crawford Fund Management, LLC | History | Added to | 41,200 | 1,889 | 0.25% | 0.32% | 115 | +7,500 | 22.26% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,123 | 1,886 | 0.0% | 0.01% | 116 | -5,069 | -10.97% | Q4 2025 | Feb 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 41,071 | 1,883 | 0.02% | 0.03% | 117 | +6,095 | 17.43% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 40,916 | 1,876 | 0.01% | 0.01% | 118 | -503 | -1.21% | Q4 2025 | Feb 10, 2026 |
| American Assets Investment Management, LLC | History | New | 40,000 | 1,834 | 0.13% | — | 119 | +40,000 | New | Q4 2025 | Feb 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 39,328 | 1,803 | 0.0% | — | 120 | +39,328 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 38,635 | 1,772 | 0.0% | 0.0% | 121 | -106 | -0.27% | Q4 2025 | Feb 12, 2026 |
| Vert Asset Management LLC | History | Added to | 36,178 | 1,659 | 0.55% | 0.63% | 122 | +4,883 | 15.6% | Q4 2025 | Jan 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 33,386 | 1,531 | 0.0% | 0.0% | 123 | -17 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 32,500 | 1,490 | 0.03% | 0.03% | 124 | -100 | -0.31% | Q4 2025 | Jan 16, 2026 |
| HBK INVESTMENTS L P | History | Added to | 32,074 | 1,471 | 0.01% | 0.02% | 125 | +3,333 | 11.6% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 30,715 | 1,408 | 0.01% | 0.05% | 126 | -154,671 | -83.43% | Q4 2025 | Feb 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 30,018 | 1,397 | 0.01% | 0.01% | 127 | -1,320 | -4.21% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,136 | 1,382 | 0.0% | 0.0% | 128 | +927 | 3.17% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 30,043 | 1,377 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Reduced | 29,317 | 1,344 | 0.0% | 0.03% | 130 | -259,392 | -89.85% | Q4 2025 | Jan 16, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 29,320 | 1,344 | 0.65% | 0.61% | 131 | +7,760 | 35.99% | Q4 2025 | Feb 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 28,143 | 1,290 | 0.01% | 0.02% | 132 | -203 | -0.72% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 27,234 | 1,249 | 0.0% | 0.0% | 133 | +770 | 2.91% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 26,696 | 1,224 | 0.0% | 0.0% | 134 | +18,031 | 208.09% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 26,307 | 1,206 | 0.01% | 0.0% | 135 | +25,953 | 7331.36% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | New | 26,009 | 1,193 | 0.01% | — | 136 | +26,009 | New | Q4 2025 | Feb 12, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 25,838 | 1,185 | 0.24% | 0.31% | 137 | -148 | -0.57% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 26,428 | 1,183 | 0.0% | 0.01% | 138 | -3,442 | -11.52% | Q4 2025 | Feb 18, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 25,189 | 1,155 | 0.03% | 0.13% | 139 | -44,811 | -64.02% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,681 | 1,132 | 0.0% | 0.0% | 140 | -472 | -1.88% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 24,238 | 1,111 | 0.0% | 0.0% | 141 | +2,751 | 12.8% | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 22,296 | 1,022 | 0.04% | 0.05% | 142 | +1,570 | 7.58% | Q4 2025 | Feb 09, 2026 |
| Carson Advisory Inc. | History | Reduced | 21,513 | 986 | 0.51% | 0.7% | 143 | -118 | -0.55% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 20,665 | 948 | 0.0% | 0.0% | 145 | +3,700 | 21.81% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Added to | 20,663 | 948 | 0.01% | 0.01% | 144 | +368 | 1.81% | Q4 2025 | Feb 05, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 20,397 | 936 | 0.06% | 0.1% | 146 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 20,067 | 920 | 0.01% | 0.01% | 147 | -172 | -0.85% | Q4 2025 | Jan 29, 2026 |
| Anson Funds Management LP | History | New | 20,000 | 917 | 0.09% | — | 148 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,989 | 916 | 0.01% | 0.01% | 149 | +8,700 | 77.07% | Q4 2025 | Feb 02, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 19,986 | 916 | 0.02% | 0.01% | 150 | +2,919 | 17.1% | Q4 2025 | Feb 17, 2026 |
| ALTFEST L J & CO INC | History | New | 19,856 | 910 | 0.1% | — | 151 | +19,856 | New | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 19,803 | 908 | 0.0% | 0.0% | 152 | -2,411 | -10.85% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 19,806 | 908 | 0.0% | 0.01% | 153 | -1,208 | -5.75% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,237 | 905 | 0.01% | 0.01% | 154 | -3,077 | -13.79% | Q4 2025 | Jan 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 19,265 | 883 | 0.0% | 0.01% | 155 | -197,436 | -91.11% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 19,142 | 878 | 0.08% | — | 156 | +19,142 | New | Q4 2025 | Feb 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 19,055 | 874 | 0.01% | 0.01% | 158 | -1,400 | -6.84% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 19,067 | 874 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LPL Financial LLC | History | Added to | 18,784 | 861 | 0.0% | 0.0% | 159 | +2,203 | 13.29% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | No change | 14,323 | 860 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 17,936 | 823 | 0.01% | 0.01% | 161 | -2,200 | -10.93% | Q4 2025 | Jan 29, 2026 |
| Harbor Advisors LLC | History | New | 17,000 | 779 | 0.12% | — | 162 | +17,000 | New | Q4 2025 | Jan 30, 2026 |
| Metis Global Partners, LLC | History | Added to | 16,802 | 770 | 0.02% | 0.02% | 163 | +790 | 4.93% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 16,731 | 767 | 0.0% | — | 164 | +16,731 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 16,620 | 762 | 0.0% | — | 165 | +16,620 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,394 | 752 | 0.0% | 0.0% | 166 | -2,372 | -12.64% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 16,219 | 743 | 0.01% | 0.01% | 167 | +200 | 1.25% | Q4 2025 | Feb 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 16,058 | 736 | 0.0% | — | 168 | +16,058 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 15,319 | 702 | 0.01% | 0.01% | 169 | -770 | -4.79% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 15,174 | 696 | 0.0% | 0.0% | 170 | +400 | 2.71% | Q4 2025 | Jan 28, 2026 |
| Mizuho Markets Cayman LP | History | Added to | 15,011 | 688 | 0.03% | 0.06% | 171 | +3,500 | 30.41% | Q4 2025 | Feb 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 14,928 | 684 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 14,554 | 667 | 0.0% | 0.01% | 173 | -5,800 | -28.5% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 14,396 | 660 | 0.0% | 0.01% | 174 | -160,145 | -91.75% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 14,214 | 651 | 0.0% | — | 175 | +14,214 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 13,970 | 640 | 0.0% | 0.0% | 176 | +442 | 3.27% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Reduced | 13,918 | 638 | 0.0% | 0.0% | 177 | -1,882 | -11.91% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 13,870 | 636 | 0.04% | — | 178 | +13,870 | New | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,658 | 626 | 0.0% | 0.0% | 179 | +573 | 4.38% | Q4 2025 | Feb 03, 2026 |
| Permanent Capital Management, LP | History | New | 13,628 | 625 | 0.12% | — | 180 | +13,628 | New | Q4 2025 | Jan 07, 2026 |
| COMMERCE BANK | History | No change | 13,464 | 617 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,850 | 589 | 0.0% | 0.0% | 182 | -140 | -1.08% | Q4 2025 | Feb 12, 2026 |
| Capula Management Ltd | History | Added to | 12,077 | 553 | 0.0% | 0.0% | 183 | +2,626 | 27.79% | Q4 2025 | Feb 13, 2026 |
| Manske Wealth Management | History | Added to | 11,910 | 546 | 0.16% | 0.22% | 184 | +139 | 1.18% | Q4 2025 | Feb 03, 2026 |
| IFM Investors Pty Ltd | History | No change | 11,563 | 530 | 0.0% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Telos Capital Management, Inc. | History | Added to | 11,277 | 517 | 0.05% | 0.06% | 186 | +396 | 3.64% | Q4 2025 | Jan 22, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 11,127 | 510 | 0.0% | 0.0% | 187 | +420 | 3.92% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 11,107 | 509 | 0.01% | 0.01% | 188 | -2,440 | -18.01% | Q4 2025 | Feb 17, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 11,000 | 505 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,958 | 502 | 0.0% | 0.01% | 190 | -8,356 | -43.26% | Q4 2025 | Feb 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 10,726 | 492 | 0.07% | 0.07% | 191 | +3,750 | 53.76% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,521 | 482 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 10,419 | 477 | 0.01% | 0.01% | 193 | +209 | 2.05% | Q4 2025 | Feb 17, 2026 |
| Probity Advisors, Inc. | History | Added to | 10,040 | 460 | 0.07% | 0.09% | 194 | +269 | 2.75% | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | Reduced | 9,950 | 456 | 0.01% | 0.03% | 195 | -5,625 | -36.12% | Q4 2025 | Feb 10, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Added to | 21,500 | 451 | 0.11% | 0.06% | 196 | +11,000 | 104.76% | Q4 2025 | Jan 22, 2026 |
| State of Wyoming | History | Added to | 9,770 | 448 | 0.05% | 0.01% | 197 | +8,641 | 765.37% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,706 | 445 | 0.0% | 0.0% | 198 | +1,211 | 14.26% | Q4 2025 | Jan 29, 2026 |
| Jain Global LLC | History | New | 9,678 | 443 | 0.0% | — | 199 | +9,678 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,595 | 440 | 0.0% | 0.0% | 200 | +976 | 11.32% | Q4 2025 | Feb 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 9,582 | 439 | 0.0% | 0.0% | 201 | +2,204 | 29.87% | Q4 2025 | Feb 13, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 8,769 | 405 | 0.01% | 0.02% | 202 | -5,391 | -38.07% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 8,704 | 399 | 0.01% | — | 203 | +8,704 | New | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | New | 8,620 | 395 | 0.0% | — | 204 | +8,620 | New | Q4 2025 | Jan 30, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 8,552 | 392 | 0.04% | 0.06% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,359 | 383 | 0.0% | 0.0% | 206 | -99 | -1.17% | Q4 2025 | Feb 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 8,118 | 372 | 0.0% | 0.01% | 207 | +162 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Ethic Inc. | History | Reduced | 8,018 | 367 | 0.01% | 0.01% | 208 | -114 | -1.4% | Q4 2025 | Feb 03, 2026 |
| MEYER HANDELMAN CO | History | No change | 7,990 | 366 | 0.01% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,480 | 343 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Applied Capital LLC/FL | History | New | 7,462 | 342 | 0.2% | — | 211 | +7,462 | New | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,426 | 340 | 0.0% | 0.0% | 212 | -1,846 | -19.91% | Q4 2025 | Mar 09, 2026 |
| LDR Capital Management LLC | History | New | 7,142 | 327 | 0.45% | — | 213 | +7,142 | New | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Added to | 6,847 | 314 | 0.0% | 0.0% | 214 | +421 | 6.55% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,826 | 313 | 0.0% | 0.0% | 216 | -1,427 | -17.29% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 6,825 | 313 | 0.01% | 0.01% | 215 | -330 | -4.61% | Q4 2025 | Feb 18, 2026 |
| CIBC Asset Management Inc | History | Added to | 6,755 | 309 | 0.0% | 0.0% | 217 | +3,338 | 97.69% | Q4 2025 | Feb 10, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 6,420 | 294 | 0.2% | 0.3% | 218 | -902 | -12.32% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,344 | 291 | 0.0% | 0.0% | 219 | -542 | -7.87% | Q4 2025 | Feb 05, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 6,310 | 289 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| XPONANCE LLC | History | Added to | 6,270 | 287 | 0.0% | 0.0% | 221 | +6 | 0.1% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Added to | 6,220 | 285 | 0.0% | 0.0% | 222 | +361 | 6.16% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 6,058 | 277 | 0.0% | 0.0% | 223 | +2,278 | 60.26% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,007 | 275 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,970 | 273 | 0.01% | 0.02% | 225 | +237 | 4.13% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,749 | 263 | 0.0% | 0.0% | 226 | +1,242 | 27.56% | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | No change | 5,716 | 262 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 5,700 | 261 | 0.0% | 0.0% | 228 | +1,478 | 35.01% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 5,397 | 247 | 0.0% | — | 229 | +5,397 | New | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,342 | 245 | 0.0% | 0.0% | 230 | +3,698 | 224.94% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 5,090 | 233 | 0.0% | 0.0% | 231 | -9,550 | -65.23% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 5,052 | 231 | 0.0% | 0.0% | 232 | -326 | -6.06% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 5,023 | 230 | 0.01% | 0.01% | 233 | -140 | -2.71% | Q4 2025 | Feb 02, 2026 |
| Jefferies Financial Group Inc. | History | New | 5,013 | 229 | 0.0% | — | 234 | +5,013 | New | Q4 2025 | Feb 09, 2026 |
| DRW Securities, LLC | History | New | 5,003 | 229 | 0.01% | — | 235 | +5,003 | New | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 4,924 | 227 | 0.0% | 0.0% | 236 | -4 | -0.08% | Q4 2025 | Feb 18, 2026 |
| ALPS ADVISORS INC | History | New | 4,908 | 225 | 0.0% | — | 237 | +4,908 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,865 | 223 | 0.0% | 0.0% | 238 | -624 | -11.37% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,757 | 218 | 0.0% | — | 239 | +4,757 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,395 | 213 | 0.0% | 0.0% | 240 | +998 | 29.38% | Q4 2025 | Jan 08, 2026 |
| T3 Companies, LLC | History | New | 61,900 | 209 | 0.26% | — | 241 | +61,900 | New | Q4 2025 | Feb 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 4,397 | 201 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,181 | 191 | 0.0% | 0.0% | 243 | -797 | -16.01% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,162 | 145 | 0.0% | 0.0% | 244 | +2,587 | 449.91% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,864 | 131 | 0.0% | 0.0% | 245 | -279 | -8.88% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,744 | 125 | 0.0% | 0.01% | 246 | -912 | -24.95% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,622 | 120 | 0.01% | 0.01% | 247 | -1,312 | -33.35% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,540 | 116 | 0.0% | 0.0% | 248 | +1,825 | 255.24% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,445 | 112 | 0.01% | — | 249 | +2,445 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,372 | 109 | 0.0% | 0.01% | 250 | -125 | -5.01% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,313 | 106 | 0.02% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FIL Ltd | History | Reduced | 2,121 | 97 | 0.0% | 0.0% | 252 | -25,391 | -92.29% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,126 | 97 | 0.0% | 0.0% | 253 | -750 | -26.08% | Q4 2025 | Jan 26, 2026 |
| KBC Group NV | History | No change | 2,046 | 94 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 1,750 | 80 | 0.0% | — | 255 | +1,750 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,613 | 74 | 0.0% | 0.0% | 256 | +378 | 30.61% | Q4 2025 | Feb 09, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 1,600 | 73 | 0.03% | 0.02% | 257 | +500 | 45.45% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Reduced | 1,543 | 71 | 0.0% | 0.0% | 258 | -79 | -4.87% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,506 | 69 | 0.0% | 0.0% | 259 | -68 | -4.32% | Q4 2025 | Mar 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,266 | 58 | 0.0% | 0.0% | 260 | +18 | 1.44% | Q4 2025 | Jan 28, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,179 | 54 | 0.0% | 0.0% | 261 | -6 | -0.51% | Q4 2025 | Jan 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 924 | 42 | 0.01% | 0.01% | 262 | -307 | -24.94% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 905 | 41 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 786 | 36 | 0.01% | — | 265 | +786 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 800 | 36 | 0.0% | 0.0% | 264 | -339 | -29.76% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 784 | 35 | 0.0% | 0.0% | 266 | +143 | 22.31% | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | New | 605 | 27 | 0.0% | — | 267 | +605 | New | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 527 | 24 | 0.0% | 0.0% | 268 | +384 | 268.53% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 517 | 23 | 0.0% | 0.0% | 270 | -363 | -41.25% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 507 | 23 | 0.0% | 0.0% | 271 | -163 | -24.33% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 493 | 23 | 0.0% | 0.0% | 272 | +8 | 1.65% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 492 | 23 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Added to | 463 | 21 | 0.0% | 0.0% | 273 | +4 | 0.87% | Q4 2025 | Jan 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 357 | 18 | 0.0% | — | 275 | +357 | New | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 18 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 384 | 17 | 0.0% | 0.0% | 276 | +2 | 0.52% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 360 | 16 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| High Point Wealth Management, LLC | History | New | 311 | 14 | 0.01% | — | 278 | +311 | New | Q4 2025 | Jan 29, 2026 |
| DV Trading LLC | History | New | 300 | 13 | 0.0% | — | 279 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 300 | 13 | 0.0% | — | 280 | +300 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 276 | 12 | 0.0% | 0.0% | 284 | -93 | -25.2% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 268 | 12 | 0.0% | 0.0% | 282 | -71 | -20.94% | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 269 | 12 | 0.0% | 0.0% | 281 | -66 | -19.7% | Q4 2025 | Jan 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 275 | 12 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 281 | 12 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 234 | 11 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 249 | 11 | 0.0% | 0.01% | 287 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rossby Financial, LCC | History | Added to | 237 | 10 | 0.0% | 0.0% | 289 | +2 | 0.85% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | No change | 208 | 10 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 198 | 9 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 194 | 8 | 0.0% | 0.02% | 293 | -204 | -51.26% | Q4 2025 | Mar 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 178 | 8 | 0.0% | — | 291 | +178 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 178 | 8 | 0.0% | 0.0% | 292 | +9 | 5.33% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 167 | 7 | 0.0% | — | 294 | +167 | New | Q4 2025 | Feb 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 149 | 6 | 0.0% | — | 295 | +149 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 110 | 5 | 0.0% | — | 298 | +110 | New | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | Added to | 114 | 5 | 0.0% | 0.0% | 297 | +48 | 72.73% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Reduced | 126 | 5 | 0.0% | 0.0% | 296 | -10 | -7.35% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | New | 100 | 4 | 0.0% | — | 301 | +100 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 91 | 4 | 0.0% | — | 300 | +91 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 75 | 3 | 0.0% | 0.0% | 302 | -65 | -46.43% | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Added to | 68 | 3 | 0.0% | — | 304 | +56 | 466.67% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | Reduced | 80 | 3 | 0.0% | 0.0% | 303 | -20 | -20.0% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 311 | -80 | -61.07% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Reduced | 58 | 2 | 0.0% | 0.0% | 309 | -79 | -57.66% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 50 | 2 | 0.0% | 0.0% | 306 | -75 | -60.0% | Q4 2025 | Feb 10, 2026 |
| Leonteq Securities AG | History | New | 50 | 2 | 0.0% | — | 308 | +50 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 55 | 2 | 0.0% | — | 305 | +42 | 323.08% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Reduced | 65 | 2 | 0.0% | 0.0% | 312 | -37 | -36.27% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 65 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 319 | -829 | -96.96% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Reduced | 34 | 1 | 0.0% | 0.0% | 313 | -201 | -85.53% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | New | 35 | 1 | 0.0% | — | 317 | +35 | New | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 35 | 1 | 0.0% | — | 318 | +35 | New | Q4 2025 | Jan 21, 2026 |
| Manchester Capital Management LLC | History | New | 31 | 1 | 0.0% | — | 316 | +31 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 28 | 1 | 0.0% | — | 315 | +17 | 154.55% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 43 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 1.15% | — | -450,330 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.03% | — | -273,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.16% | — | -72,242 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -66,039 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -63,795 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -62,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -52,986 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.06% | — | -37,190 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -29,453 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -27,160 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.04% | — | -15,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -15,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.13% | — | -14,011 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -9,788 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -9,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,263 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,175 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.04% | — | -7,968 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,438 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -6,397 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,153 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,854 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,496 | -100.0% | Q3 2025 | Oct 16, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,495 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,305 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -5,151 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,636 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,113 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,097 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,076 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,030 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,988 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,972 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,892 | -100.0% | Q3 2025 | Oct 23, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,744 | -100.0% | Q3 2025 | Nov 19, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,728 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -3,475 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Norinchukin Bank, The | History | Closed out | 0 | 0 | — | 0.0% | — | -3,357 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,234 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -90 | -100.0% | Q3 2025 | Jan 15, 2026 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Larson Financial Group LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -62 | -83.78% | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cedar Mountain Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| North Star Investment Management Corp. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 30, 2026 |
| Ankerstar Wealth, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Trust, Inc. | History | Reduced | 18 | 0 | — | 0.0% | — | -6 | -25.0% | Q4 2025 | Jan 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Caitlin John, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |