SMARTFINANCIAL INC. - SMBK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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 | 1,264,930 | 46,789 | 0.0% | 0.0% | 1 | +3,948 | 0.31% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 850,823 | 31,471 | 0.0% | 0.0% | 2 | +3,845 | 0.45% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 838,797 | 31,027 | 0.01% | 0.01% | 3 | +2,268 | 0.27% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 728,151 | 26,934 | 0.0% | 0.0% | 4 | +80,639 | 12.45% | Q4 2025 | Feb 17, 2026 |
| Private Capital Management, LLC | History | Reduced | 475,601 | 17,592 | 1.61% | 1.7% | 5 | -58,215 | -10.91% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 338,194 | 12,512 | 0.0% | 0.0% | 6 | -1,784 | -0.52% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 329,811 | 12,199 | 0.0% | 0.0% | 7 | -14,548 | -4.22% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 312,660 | 11,565 | 0.01% | 0.01% | 8 | +22,386 | 7.71% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 247,962 | 9,169 | 0.02% | 0.01% | 9 | +26,056 | 11.74% | Q4 2025 | Feb 10, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 220,430 | 8,378 | 5.49% | 5.38% | 10 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SALZHAUER MICHAEL | History | No change | 225,903 | 8,356 | 3.42% | 0.29% | 11 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BANC FUNDS CO LLC | History | No change | 200,587 | 7,419 | 1.47% | 1.25% | 12 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 178,374 | 6,598 | 0.01% | 0.01% | 13 | +5,500 | 3.18% | Q4 2025 | Feb 12, 2026 |
| CSM Advisors, LLC | History | Added to | 172,230 | 6,372 | 0.17% | 0.17% | 14 | +250 | 0.15% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 169,012 | 6,251 | 0.0% | 0.0% | 15 | +52,724 | 45.34% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 163,240 | 6,038 | 0.0% | 0.0% | 16 | +58,560 | 55.94% | Q4 2025 | Mar 25, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 153,884 | 5,692 | 0.0% | 0.0% | 17 | -14,550 | -8.64% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 152,167 | 5,628 | 0.01% | 0.0% | 18 | +120,167 | 375.52% | Q4 2025 | Feb 04, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 147,734 | 5,464 | 1.01% | 1.0% | 19 | -300 | -0.2% | Q4 2025 | Feb 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 143,467 | 5,306 | 0.11% | 0.1% | 20 | +8,354 | 6.18% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 136,838 | 5,061 | 0.0% | 0.0% | 21 | -6,490 | -4.53% | Q4 2025 | Feb 17, 2026 |
| North Reef Capital Management LP | History | Added to | 134,871 | 4,988 | 0.2% | 0.14% | 22 | +50,301 | 59.48% | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 132,067 | 4,885 | 0.09% | 0.08% | 23 | +16,367 | 14.15% | Q4 2025 | Jan 23, 2026 |
| Nuveen, LLC | History | Added to | 125,081 | 4,626 | 0.0% | 0.0% | 24 | +25,765 | 25.94% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 124,658 | 4,611 | 0.01% | 0.0% | 25 | +55,397 | 79.98% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 121,286 | 4,486 | 0.0% | 0.0% | 26 | +1,126 | 0.94% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 103,417 | 3,825 | 0.0% | 0.0% | 27 | +39,898 | 62.81% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 100,369 | 3,712 | 0.0% | 0.0% | 28 | +5,908 | 6.25% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 98,178 | 3,631 | 0.01% | 0.01% | 29 | -14,760 | -13.07% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 93,307 | 3,451 | 0.0% | 0.0% | 30 | +27,380 | 41.53% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Added to | 86,967 | 3,216 | 0.05% | 0.03% | 31 | +8,354 | 10.63% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 83,402 | 3,085 | 0.0% | 0.0% | 32 | +45,039 | 117.4% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 78,575 | 2,906 | 0.02% | — | 33 | +78,575 | New | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Reduced | 73,891 | 2,733 | 2.25% | 2.34% | 34 | -6,975 | -8.63% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 70,249 | 2,598 | 0.0% | 0.0% | 35 | -3,911 | -5.27% | Q4 2025 | Feb 10, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 63,442 | 2,346 | 0.01% | 0.01% | 36 | -42 | -0.07% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 61,900 | 2,289 | 0.0% | 0.0% | 37 | +10,300 | 19.96% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 59,264 | 2,192 | 0.0% | 0.0% | 38 | +34,922 | 143.46% | Q4 2025 | Feb 12, 2026 |
| ALGEBRIS (UK) LTD | History | New | 58,316 | 2,158 | 0.17% | — | 39 | +58,316 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 55,995 | 2,071 | 0.0% | — | 40 | +55,995 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 50,381 | 1,863 | 0.0% | 0.0% | 41 | +3,816 | 8.19% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 49,730 | 1,839 | 0.0% | 0.0% | 42 | +27,073 | 119.49% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,543 | 1,832 | 0.0% | 0.0% | 43 | -5,800 | -10.48% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 47,159 | 1,744 | 0.0% | 0.0% | 44 | -1,507 | -3.1% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 46,310 | 1,713 | 0.0% | 0.0% | 45 | +1,143 | 2.53% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 46,139 | 1,706 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 46,075 | 1,704 | 0.0% | 3.36% | 47 | +25,808 | 127.34% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 43,895 | 1,623 | 0.04% | 0.05% | 48 | -10,593 | -19.44% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 39,803 | 1,403 | 0.0% | 0.01% | 49 | -3,217 | -7.48% | Q4 2025 | Feb 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 34,938 | 1,292 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 34,607 | 1,280 | 0.0% | 0.0% | 51 | +30,769 | 801.69% | Q4 2025 | Jan 09, 2026 |
| BARCLAYS PLC | History | Added to | 34,384 | 1,271 | 0.0% | 0.0% | 52 | +5,358 | 18.46% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 30,786 | 1,138 | 0.0% | 0.0% | 53 | +25,048 | 436.53% | Q4 2025 | Feb 13, 2026 |
| SlateStone Wealth, LLC | History | No change | 29,302 | 1,084 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,739 | 1,063 | 0.0% | 0.0% | 55 | +24 | 0.08% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 28,431 | 1,051 | 0.45% | 0.43% | 56 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 26,850 | 993 | 0.0% | 0.0% | 57 | -1,150 | -4.11% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,651 | 985 | 0.0% | 0.0% | 58 | +13,834 | 107.93% | Q4 2025 | Feb 18, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 24,559 | 908 | 0.01% | — | 59 | +24,559 | New | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 24,466 | 904 | 0.0% | 0.0% | 60 | -1,835 | -6.98% | Q4 2025 | Feb 19, 2026 |
| Creative Planning | History | Reduced | 23,719 | 877 | 0.0% | 0.0% | 62 | -106 | -0.44% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 23,711 | 877 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 23,048 | 852 | 0.05% | 0.1% | 63 | -20,817 | -47.46% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,325 | 824 | 0.0% | 0.0% | 64 | +14,240 | 176.13% | Q4 2025 | Mar 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 21,763 | 805 | 0.01% | — | 65 | +21,763 | New | Q4 2025 | Feb 18, 2026 |
| BAILARD, INC. | History | Added to | 21,200 | 784 | 0.02% | 0.02% | 66 | +685 | 3.34% | Q4 2025 | Feb 04, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 20,322 | 751 | 0.49% | 0.46% | 67 | +847 | 4.35% | Q4 2025 | Jan 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 19,566 | 723 | 0.0% | 0.0% | 68 | +7,559 | 62.95% | Q4 2025 | Feb 12, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 19,232 | 711 | 0.11% | 0.12% | 69 | -467 | -2.37% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,163 | 708 | 0.0% | 0.0% | 70 | +4,021 | 26.56% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,480 | 683 | 0.0% | 0.0% | 71 | -2,979 | -13.88% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,459 | 645 | 0.0% | 0.0% | 72 | +7,430 | 74.09% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,267 | 601 | 0.0% | 0.0% | 73 | +6,367 | 64.31% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,236 | 600 | 0.0% | 0.0% | 74 | +5,469 | 50.79% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 16,102 | 595 | 0.0% | — | 75 | +16,102 | New | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 16,018 | 593 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| STRS OHIO | History | Reduced | 15,800 | 584 | 0.0% | 0.0% | 77 | -800 | -4.82% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 14,998 | 554 | 0.0% | 0.0% | 78 | +1,955 | 14.99% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,570 | 539 | 0.0% | 0.0% | 79 | +377 | 2.66% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,344 | 530 | 0.0% | 0.0% | 80 | -4,997 | -25.84% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,098 | 484 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Inspire Investing, LLC | History | Reduced | 12,668 | 468 | 0.04% | 0.04% | 82 | -36 | -0.28% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,358 | 457 | 0.0% | 0.0% | 83 | +2,223 | 21.93% | Q4 2025 | Feb 18, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 12,200 | 451 | 0.0% | — | 84 | +12,200 | New | Q4 2025 | Feb 17, 2026 |
| Evergreen Advisors, LLC | History | New | 11,812 | 436 | 0.11% | — | 85 | +11,812 | New | Q4 2025 | Feb 05, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 11,351 | 419 | 0.21% | 0.21% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 11,225 | 415 | 0.02% | 0.02% | 87 | -1,120 | -9.07% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,925 | 404 | 0.0% | 0.0% | 88 | +1,230 | 12.69% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 9,545 | 353 | 0.01% | 0.01% | 89 | -1,800 | -15.87% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,542 | 352 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 9,484 | 350 | 0.0% | — | 91 | +9,484 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | New | 9,336 | 345 | 0.04% | — | 92 | +9,336 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,010 | 333 | 0.0% | 0.0% | 93 | -21 | -0.23% | Q4 2025 | Feb 12, 2026 |
| R Squared Ltd | History | Reduced | 8,875 | 328 | 0.15% | 0.26% | 94 | -7,956 | -47.27% | Q4 2025 | Jan 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 8,805 | 325 | 0.02% | 0.03% | 95 | +2,980 | 51.16% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 8,674 | 321 | 0.0% | 0.0% | 96 | +1,007 | 13.13% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 8,655 | 320 | 0.0% | 0.0% | 97 | -840 | -8.85% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,611 | 318 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | No change | 8,352 | 308 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | No change | 7,910 | 292 | 0.17% | 0.16% | 100 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,593 | 280 | 0.0% | 0.0% | 101 | +32 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | New | 7,145 | 264 | 0.01% | — | 102 | +7,145 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 6,945 | 256 | 0.13% | 0.14% | 103 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,742 | 249 | 0.0% | 0.0% | 105 | +63 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 6,750 | 249 | 0.2% | 0.19% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,570 | 243 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,502 | 240 | 0.0% | 0.0% | 108 | +14 | 0.22% | Q4 2025 | Jan 29, 2026 |
| Welch Group, LLC | History | No change | 6,499 | 240 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 6,261 | 231 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ridgepath Capital Management LLC | History | No change | 6,192 | 221 | 0.1% | 0.09% | 110 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 5,860 | 217 | 0.02% | 0.02% | 111 | +321 | 5.8% | Q4 2025 | Jan 20, 2026 |
| AlphaQuest LLC | History | Added to | 5,580 | 206 | 0.01% | 0.01% | 112 | +2,744 | 96.76% | Q4 2025 | Feb 09, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,082 | 187 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Added to | 4,639 | 171 | 0.0% | 0.0% | 114 | +3,234 | 230.18% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,234 | 156 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,163 | 153 | 0.07% | 0.08% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 4,105 | 151 | 0.01% | — | 117 | +4,105 | New | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,518 | 130 | 0.0% | 0.0% | 118 | -1,027 | -22.6% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 2,917 | 108 | 0.0% | 0.0% | 119 | -243 | -7.69% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 2,846 | 105 | 0.0% | 0.0% | 120 | +1,486 | 109.26% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,392 | 88 | 0.0% | 0.0% | 121 | -26 | -1.08% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,105 | 77 | 0.0% | 0.0% | 122 | +1,424 | 209.1% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,945 | 71 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 1,371 | 50 | 0.0% | 0.0% | 124 | -25 | -1.79% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,207 | 44 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,215 | 44 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 970 | 40 | 0.05% | 0.04% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 995 | 36 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 895 | 33 | 0.0% | 0.0% | 129 | -13 | -1.43% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 769 | 28 | 0.0% | 0.0% | 130 | -729 | -48.66% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 716 | 26 | 0.0% | 0.0% | 131 | -120 | -14.35% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 664 | 24 | 0.0% | — | 132 | +664 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 674 | 24 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 600 | 22 | 0.0% | 0.01% | 134 | -829 | -58.01% | Q4 2025 | Jan 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 583 | 21 | 0.0% | 0.0% | 135 | +107 | 22.48% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 457 | 17 | 0.0% | 0.0% | 136 | -87 | -15.99% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 416 | 15 | 0.0% | — | 139 | +416 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 394 | 15 | 0.0% | — | 137 | +394 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 425 | 15 | 0.0% | 0.0% | 138 | -390 | -47.85% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 356 | 13 | 0.0% | — | 140 | +333 | 1447.83% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 282 | 10 | 0.0% | — | 141 | +282 | New | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 230 | 8 | 0.0% | 0.11% | 142 | -102,451 | -99.78% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 227 | 8 | 0.0% | 0.0% | 143 | +63 | 38.41% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 221 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 192 | 7 | 0.0% | 0.0% | 146 | -1,568 | -89.09% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 190 | 7 | 0.0% | 0.0% | 147 | -1,181 | -86.14% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 205 | 7 | 0.0% | — | 145 | +205 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 182 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 140 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 111 | 4 | 0.0% | — | 150 | +111 | New | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 130 | 4 | 0.0% | 0.0% | 151 | -9 | -6.47% | Q4 2025 | Jan 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 95 | 3 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Allworth Financial LP | History | New | 79 | 2 | 0.0% | — | 153 | +79 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | New | 50 | 1 | 0.0% | — | 158 | +50 | New | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 28 | 1 | 0.0% | — | 155 | +28 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | No change | 31 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -44,391 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PMC FIG Opportunities LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -23,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -7,485 | -100.0% | Q3 2025 | Jan 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,791 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17 | 0 | — | — | — | +12 | 240.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +11 | 220.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |