SelectQuote, Inc. - SLQT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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 | 10,631,952 | 14,991 | 0.0% | 0.0% | 1 | +425,205 | 4.17% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 8,093,577 | 11,411 | 0.0% | 0.0% | 2 | -96,629 | -1.18% | Q4 2025 | Jan 29, 2026 |
| ABRAMS BISON INVESTMENTS, LLC | History | No change | 7,910,794 | 11,154 | 0.83% | 1.22% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 6,359,335 | 8,966 | 0.01% | 0.02% | 4 | -10,587 | -0.17% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,369,383 | 4,751 | 0.0% | 0.0% | 5 | +39,631 | 1.19% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 2,970,373 | 4,188 | 0.0% | 0.0% | 6 | +6,992 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Occam Crest Management LP | History | Reduced | 2,088,465 | 2,944 | 2.04% | 3.0% | 7 | -432,854 | -17.17% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,081,209 | 2,934 | 0.01% | 0.01% | 8 | +554,624 | 36.33% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,024,358 | 2,853 | 0.0% | 0.0% | 9 | -278,211 | -12.08% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,637,460 | 2,308 | 0.0% | 0.0% | 10 | +1,377,577 | 530.08% | Q4 2025 | Feb 17, 2026 |
| Diametric Capital, LP | History | Added to | 1,463,708 | 2,063 | 0.55% | 0.49% | 11 | +788,998 | 116.94% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,201,211 | 1,693 | 0.01% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,143,427 | 1,612 | 0.0% | 0.0% | 13 | +303,079 | 36.07% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,115,671 | 1,573 | 0.0% | 0.0% | 14 | -141,451 | -11.25% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,114,972 | 1,572 | 0.0% | 0.01% | 15 | -167,368 | -13.05% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,061,737 | 1,497 | 0.0% | 0.0% | 16 | -44,021 | -3.98% | Q4 2025 | Feb 17, 2026 |
| TriaGen Wealth Management LLC | History | No change | 1,055,500 | 1,488 | 0.38% | 0.54% | 17 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 981,279 | 1,383 | 0.0% | 9.41% | 18 | -53,365 | -5.16% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 944,197 | 1,331 | 0.0% | 0.0% | 19 | -302,033 | -24.24% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | No change | 862,300 | 1,215 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 841,292 | 1,186 | 0.02% | — | 21 | +841,292 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 724,180 | 1,021 | 0.0% | 0.0% | 22 | -960,903 | -57.02% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 720,042 | 1,015 | 0.0% | 0.0% | 23 | +118,432 | 19.69% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 394,478 | 812 | 0.0% | 0.0% | 24 | -98,187 | -19.93% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 574,978 | 810 | 0.0% | 0.0% | 25 | -1,238,917 | -68.3% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 567,330 | 799 | 0.0% | — | 26 | +567,330 | New | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 537,598 | 758 | 0.0% | 0.0% | 27 | -323 | -0.06% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 519,620 | 732 | 0.0% | 0.0% | 28 | +24,443 | 4.94% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 433,440 | 611 | 0.0% | 0.0% | 29 | -15,495 | -3.45% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 426,675 | 601 | 0.0% | 0.0% | 30 | -6,035 | -1.39% | Q4 2025 | Feb 17, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 391,312 | 551 | 0.08% | 0.1% | 31 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 384,904 | 542 | 0.0% | 0.0% | 32 | +1,824 | 0.48% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 379,620 | 535 | 0.0% | 0.0% | 33 | -148,274 | -28.09% | Q4 2025 | Feb 17, 2026 |
| Eversept Partners, LP | History | New | 357,661 | 504 | 0.03% | — | 34 | +357,661 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 347,582 | 490 | 0.0% | 0.0% | 35 | +27,818 | 8.7% | Q4 2025 | Jan 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 322,580 | 454 | 0.02% | 0.03% | 36 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 321,322 | 453 | 0.0% | 0.0% | 37 | -112,206 | -25.88% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 308,028 | 434 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 285,649 | 402 | 0.0% | 0.0% | 39 | -321,399 | -52.94% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 265,687 | 374 | 0.0% | 0.0% | 40 | +28,441 | 11.99% | Q4 2025 | Feb 19, 2026 |
| Empower Advisory Group, LLC | History | No change | 257,344 | 362 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 252,725 | 356 | 0.0% | 0.0% | 42 | +20,893 | 9.01% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 244,930 | 345 | 0.0% | 0.0% | 43 | +64,335 | 35.62% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 234,344 | 330 | 0.02% | 0.03% | 44 | +47,692 | 25.55% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 217,777 | 307 | 0.0% | 0.0% | 45 | +124,405 | 133.24% | Q4 2025 | Jan 29, 2026 |
| GatePass Capital, LLC | History | Added to | 210,200 | 296 | 0.15% | 0.21% | 46 | +24,750 | 13.35% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | No change | 200,000 | 282 | 0.0% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 196,422 | 277 | 0.02% | 0.01% | 48 | +158,278 | 414.95% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 172,916 | 243 | 0.0% | 0.0% | 49 | +104,874 | 154.13% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 170,119 | 239 | 0.0% | 0.0% | 51 | -42,269 | -19.9% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 169,846 | 239 | 0.0% | 0.0% | 50 | -25,876 | -13.22% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Added to | 162,177 | 228 | 0.09% | 0.04% | 52 | +110,721 | 215.18% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 145,146 | 204 | 0.0% | 0.0% | 53 | -574,660 | -79.84% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 139,700 | 196 | 0.0% | 0.0% | 54 | -143,843 | -50.73% | Q4 2025 | Feb 17, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 117,917 | 166 | 0.34% | 0.5% | 55 | -327 | -0.28% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 111,300 | 156 | 0.0% | 0.0% | 56 | -94,400 | -45.89% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 108,600 | 153 | 0.0% | 0.0% | 57 | -33,410 | -23.53% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 109,200 | 153 | 0.0% | 0.0% | 58 | -3,832 | -3.39% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | New | 107,197 | 151 | 0.0% | — | 59 | +107,197 | New | Q4 2025 | Feb 17, 2026 |
| Kazazian Asset Management, LLC | History | Added to | 106,330 | 149 | 0.16% | 0.13% | 60 | +50,000 | 88.76% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 105,570 | 148 | 0.0% | 0.0% | 61 | +6,677 | 6.75% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 103,198 | 145 | 0.04% | 0.0% | 62 | +99,123 | 2432.47% | Q4 2025 | Mar 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100,000 | 141 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 97,499 | 137 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 87,182 | 123 | 0.0% | 0.0% | 65 | -27,225 | -23.8% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 80,193 | 113 | 0.0% | 0.0% | 66 | -406,531 | -83.52% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 78,485 | 110 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aristides Capital LLC | History | New | 76,700 | 108 | 0.02% | — | 68 | +76,700 | New | Q4 2025 | Feb 26, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 72,467 | 103 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 68,967 | 97 | 0.0% | 0.0% | 70 | -43,309 | -38.57% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 68,390 | 96 | 0.0% | 0.0% | 71 | -60,579 | -46.97% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 65,388 | 92 | 0.0% | 0.0% | 72 | +835 | 1.29% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 61,463 | 86 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Opes Wealth Management LLC | History | No change | 59,520 | 83 | 0.01% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 55,775 | 78 | 0.0% | 0.0% | 75 | -6,301 | -10.15% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 55,000 | 77 | 0.0% | 0.0% | 76 | -2,115 | -3.7% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 53,144 | 74 | 0.0% | — | 77 | +53,144 | New | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 51,504 | 73 | 0.01% | 0.01% | 78 | -3,131 | -5.73% | Q4 2025 | Feb 03, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 51,104 | 72 | 0.0% | 0.0% | 79 | -47,032 | -47.93% | Q4 2025 | Feb 17, 2026 |
| CNO Financial Group, Inc. | History | No change | 50,500 | 71 | 0.04% | 0.07% | 80 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 48,315 | 68 | 0.0% | 0.0% | 81 | +33,411 | 224.17% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | New | 46,899 | 66 | 0.01% | — | 82 | +46,899 | New | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 46,540 | 65 | 0.0% | 0.0% | 83 | -84,660 | -64.53% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 45,805 | 64 | 0.0% | — | 84 | +45,805 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 43,518 | 61 | 0.0% | 0.0% | 85 | -5,918 | -11.97% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 43,678 | 61 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 41,182 | 58 | 0.0% | 0.0% | 87 | -105,335 | -71.89% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 41,605 | 58 | 0.0% | 0.0% | 89 | -58,000 | -58.23% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 41,650 | 58 | 0.0% | 0.0% | 88 | -10,075 | -19.48% | Q4 2025 | Feb 11, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 40,000 | 56 | 0.0% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,351 | 51 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 36,268 | 51 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,369 | 48 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 31,500 | 44 | 0.0% | 0.0% | 94 | +12,000 | 61.54% | Q4 2025 | Jan 26, 2026 |
| XTX Topco Ltd | History | New | 31,011 | 43 | 0.0% | — | 96 | +31,011 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 29,932 | 43 | 0.0% | — | 95 | +29,932 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | No change | 29,760 | 41 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 28,480 | 40 | 0.0% | 0.01% | 98 | -15,731 | -35.58% | Q4 2025 | Jan 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 27,953 | 39 | 0.0% | — | 99 | +27,953 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 27,330 | 38 | 0.0% | 0.0% | 100 | -38,499 | -58.48% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 26,535 | 37 | 0.0% | 0.0% | 101 | +7 | 0.03% | Q4 2025 | Feb 18, 2026 |
| ProShare Advisors LLC | History | Added to | 25,583 | 36 | 0.0% | 0.0% | 102 | +2,081 | 8.85% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 25,256 | 35 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 23,861 | 33 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 22,028 | 30 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Plan Group Financial, LLC | History | No change | 19,533 | 27 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 17,500 | 24 | 0.0% | — | 107 | +17,500 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 17,342 | 24 | 0.0% | — | 108 | +17,342 | New | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 16,621 | 23 | 0.0% | 0.0% | 109 | -91,324 | -84.6% | Q4 2025 | Feb 11, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 16,714 | 23 | 0.0% | — | 110 | +16,714 | New | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 16,127 | 22 | 0.0% | — | 111 | +16,127 | New | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 15,780 | 22 | 0.0% | 0.0% | 112 | +343 | 2.22% | Q4 2025 | Feb 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 15,000 | 21 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 15,000 | 21 | 0.0% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Legal & General Group Plc | History | Reduced | 13,478 | 19 | 0.0% | 0.0% | 115 | -714 | -5.03% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,572 | 19 | 0.0% | 0.0% | 116 | +490 | 3.75% | Q4 2025 | Mar 16, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 13,117 | 18 | 0.0% | 0.0% | 118 | -16,379 | -55.53% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,887 | 18 | 0.0% | 0.0% | 117 | -15,181 | -54.09% | Q4 2025 | Mar 20, 2026 |
| StoneX Group Inc. | History | New | 12,060 | 17 | 0.0% | — | 119 | +12,060 | New | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 12,641 | 17 | 0.0% | 0.0% | 120 | -600 | -4.53% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,128 | 17 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 10,885 | 15 | 0.0% | 0.0% | 122 | +231 | 2.17% | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | New | 10,000 | 14 | 0.0% | — | 123 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | No change | 10,545 | 14 | 0.0% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,747 | 12 | 0.0% | 0.0% | 126 | +523 | 6.36% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 8,635 | 12 | 0.0% | 0.0% | 125 | +75 | 0.88% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,272 | 10 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 6,434 | 9 | 0.0% | 0.0% | 128 | +2,575 | 66.73% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,915 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,412 | 6 | 0.0% | 0.0% | 130 | -201 | -4.36% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 3,478 | 4 | 0.0% | 0.0% | 131 | -8,889 | -71.88% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,326 | 4 | 0.0% | 0.0% | 132 | +402 | 13.75% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 2,142 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 1,800 | 2 | 0.0% | — | 136 | +1,800 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | New | 1,628 | 2 | 0.0% | — | 137 | +1,628 | New | Q4 2025 | Jan 05, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,500 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Avion Wealth | History | No change | 1,512 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 857 | 1 | 0.0% | 0.0% | 141 | -702 | -45.03% | Q4 2025 | Jan 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,004 | 1 | 0.0% | 0.0% | 140 | +1 | 0.1% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 896 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -609,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -352,972 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -228,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -109,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,624 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -54,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -47,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -30,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,843 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -21,323 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,950 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,809 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13,826 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,374 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,619 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Northstar Financial Companies, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,542 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 299 | 0 | — | 0.0% | — | -8,142 | -96.46% | Q4 2025 | Jan 23, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,215 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,309 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 698 | 0 | — | 0.0% | — | -1,651 | -70.29% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -960 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -600 | -97.4% | Q4 2025 | Feb 09, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | — | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -409 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allworth Financial LP | History | New | 362 | 0 | — | — | — | +362 | New | Q4 2025 | Feb 05, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -300 | -100.0% | Q3 2025 | Oct 06, 2025 |
| IFP Advisors, Inc | History | Reduced | 28 | 0 | — | — | — | -266 | -90.48% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -221 | -100.0% | Q3 2025 | Oct 17, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 535 | 0 | — | 0.0% | — | -194 | -26.61% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 6 | 0 | — | — | — | -144 | -96.0% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Steward Partners Investment Advisory, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 175 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | No change | 600 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFS Advisors, LLC | History | No change | 185 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |