SUMITOMO MITSUI FINANCIAL GROUP, INC. - SMFG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 89 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 21,541,139 | 416,390 | 0.02% | 0.02% | 1 | +404,435 | 1.91% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 12,247,737 | 236,748 | 0.01% | 0.01% | 2 | +1,475,357 | 13.7% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,003,838 | 212,704 | 0.03% | 0.02% | 3 | +167,090 | 1.54% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 7,157,740 | 138,359 | 0.0% | 0.0% | 4 | +44,335 | 0.62% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,099,005 | 117,893 | 0.02% | 0.01% | 5 | +355,877 | 6.2% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 4,105,864 | 79,366 | 0.49% | 0.43% | 6 | -37,260 | -0.9% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,451,891 | 66,725 | 0.01% | 0.01% | 7 | +326,031 | 10.43% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,872,812 | 55,531 | 0.01% | 0.01% | 8 | -13,221 | -0.46% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,343,002 | 45,290 | 0.02% | 0.02% | 9 | +306,293 | 15.04% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,151,904 | 41,596 | 0.01% | 0.01% | 10 | +19,520 | 0.92% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,058,315 | 39,787 | 0.01% | 0.01% | 11 | +63,250 | 3.17% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,924,517 | 37,200 | 0.06% | 0.05% | 12 | -359,553 | -15.74% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,646,997 | 31,836 | 0.01% | 0.01% | 13 | +122,562 | 8.04% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,527,195 | 29,520 | 0.0% | 0.0% | 14 | +84,801 | 5.88% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,370,588 | 26,493 | 0.05% | 0.05% | 15 | +243,307 | 21.58% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,318,753 | 25,491 | 0.0% | 0.0% | 16 | +1,220,821 | 1246.6% | Q4 2025 | Feb 12, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,177,274 | 22,756 | 0.31% | 0.18% | 17 | +376,371 | 46.99% | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,083,145 | 21,067 | 0.14% | 0.09% | 18 | +296,280 | 37.65% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 1,003,451 | 19,396 | 0.0% | 0.0% | 19 | -69,116 | -6.44% | Q4 2025 | Feb 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 886,131 | 17,128 | 0.0% | 0.0% | 20 | +115,702 | 15.02% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 736,467 | 14,235 | 0.0% | 0.0% | 21 | +93,024 | 14.46% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Added to | 731,255 | 14,135 | 0.0% | 0.0% | 22 | +359,394 | 96.65% | Q4 2025 | Jan 29, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 727,579 | 14,064 | 1.21% | 1.1% | 23 | -5,478 | -0.75% | Q4 2025 | Jan 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 711,130 | 13,746 | 0.0% | 0.0% | 24 | +24,596 | 3.58% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 711,065 | 13,744 | 0.0% | 0.0% | 25 | +173,622 | 32.31% | Q4 2025 | Feb 11, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 710,653 | 13,736 | 1.81% | 1.6% | 26 | +24,383 | 3.55% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 692,443 | 13,384 | 0.07% | 0.06% | 27 | +62,107 | 9.85% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 662,822 | 12,812 | 0.01% | 0.01% | 28 | +101,604 | 18.1% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 644,757 | 12,463 | 0.01% | 0.01% | 29 | +124,237 | 23.87% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 609,928 | 11,863 | 0.02% | 0.02% | 30 | -16,873 | -2.69% | Q4 2025 | Jan 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 602,784 | 11,652 | 0.02% | 0.02% | 31 | -100,341 | -14.27% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 600,909 | 11,615 | 0.01% | 0.01% | 32 | -111,969 | -15.71% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 584,325 | 11,294 | 0.04% | — | 33 | +584,325 | New | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 543,985 | 10,515 | 0.02% | 0.01% | 34 | +119,702 | 28.21% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 532,736 | 10,297 | 0.01% | 0.01% | 35 | +63,432 | 13.52% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 529,486 | 10,234 | 0.04% | 0.05% | 36 | -307,910 | -36.77% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 483,561 | 9,384 | 0.01% | 0.01% | 37 | -34,452 | -6.65% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 462,908 | 8,948 | 0.13% | 0.13% | 38 | -69,557 | -13.06% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 456,766 | 8,829 | 0.01% | 0.01% | 39 | +2,073 | 0.46% | Q4 2025 | Feb 10, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 453,681 | 8,769 | 0.04% | 0.03% | 40 | -5,786 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 429,101 | 8,294 | 0.01% | 0.01% | 41 | -22,164 | -4.91% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 426,347 | 8,241 | 0.0% | 0.0% | 42 | +57,883 | 15.71% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 419,198 | 8,103 | 0.01% | 0.01% | 43 | +55,891 | 15.38% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 410,466 | 7,934 | 0.01% | 0.0% | 44 | +306,166 | 293.54% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 409,755 | 7,922 | 0.01% | 0.01% | 45 | +7,710 | 1.92% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Added to | 385,023 | 7,442 | 0.11% | 0.1% | 46 | +8,054 | 2.14% | Q4 2025 | Feb 03, 2026 |
| Moran Wealth Management, LLC | History | Added to | 379,568 | 7,337 | 0.22% | 0.16% | 47 | +59,296 | 18.51% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 351,606 | 6,797 | 0.04% | 0.03% | 48 | +55,190 | 18.62% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 341,835 | 6,607 | 0.01% | 0.04% | 49 | -1,028,165 | -75.05% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 330,517 | 6,391 | 0.0% | 0.0% | 50 | +92,532 | 38.88% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 321,641 | 6,217 | 0.01% | 0.01% | 51 | -62,150 | -16.19% | Q4 2025 | Jan 30, 2026 |
| Massar Capital Management, LP | History | Added to | 320,000 | 6,185 | 0.66% | 0.44% | 52 | +120,000 | 60.0% | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 299,000 | 5,779 | 0.21% | 0.2% | 53 | -6,000 | -1.97% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 279,861 | 5,409 | 0.16% | 0.15% | 54 | +513 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 278,186 | 5,377 | 0.01% | 0.01% | 55 | +6,700 | 2.47% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 274,358 | 5,303 | 0.01% | 0.01% | 56 | +9,775 | 3.69% | Q4 2025 | Feb 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 271,635 | 5,250 | 0.06% | 0.05% | 57 | +6,266 | 2.36% | Q4 2025 | Feb 02, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 263,673 | 5,096 | 1.02% | 0.89% | 58 | -1,395 | -0.53% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 260,698 | 5,040 | 0.0% | — | 59 | +260,698 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 250,706 | 4,846 | 0.1% | 0.12% | 60 | +34,694 | 16.06% | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 234,111 | 4,525 | 0.09% | — | 61 | +234,111 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 227,943 | 4,406 | 0.04% | 0.04% | 62 | -16,188 | -6.63% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 220,927 | 4,270 | 0.07% | 0.06% | 63 | +3,329 | 1.53% | Q4 2025 | Jan 20, 2026 |
| ALLIANZ SE | History | No change | 220,000 | 4,252 | 0.05% | 0.08% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 215,131 | 4,158 | 0.66% | 0.58% | 65 | -7,333 | -3.3% | Q4 2025 | Jan 12, 2026 |
| Forum Financial Management, LP | History | No change | 209,587 | 4,051 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 208,707 | 4,034 | 0.08% | 0.1% | 67 | +51,806 | 33.02% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 206,607 | 3,993 | 0.0% | 0.0% | 68 | -2,043 | -0.98% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 190,855 | 3,689 | 0.0% | 0.0% | 69 | -4,136 | -2.12% | Q4 2025 | Feb 06, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 188,992 | 3,653 | 0.04% | 0.03% | 70 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vident Advisory, LLC | History | Reduced | 188,070 | 3,635 | 0.03% | 0.03% | 71 | -6,776 | -3.48% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 184,256 | 3,561 | 0.01% | 0.01% | 72 | -690 | -0.37% | Q4 2025 | Feb 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 172,858 | 3,341 | 0.01% | 72.06% | 73 | -754,321 | -81.36% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 169,678 | 3,279 | 0.03% | 0.03% | 74 | -413 | -0.24% | Q4 2025 | Jan 21, 2026 |
| XTX Topco Ltd | History | Added to | 168,140 | 3,250 | 0.09% | 0.05% | 75 | +111,754 | 198.19% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 164,352 | 3,176 | 0.01% | 0.01% | 76 | +32,837 | 24.97% | Q4 2025 | Feb 13, 2026 |
| Calamos Wealth Management LLC | History | Added to | 159,424 | 3,081 | 0.11% | 0.09% | 77 | +8,774 | 5.82% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 158,019 | 3,054 | 0.0% | 0.0% | 78 | +31,790 | 25.18% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 154,946 | 2,995 | 0.03% | 0.02% | 79 | -1,005 | -0.64% | Q4 2025 | Jan 05, 2026 |
| Caprock Group, LLC | History | Added to | 153,875 | 2,974 | 0.06% | 0.06% | 80 | +2,543 | 1.68% | Q4 2025 | Jan 28, 2026 |
| CIBC Asset Management Inc | History | Added to | 153,883 | 2,910 | 0.01% | 0.0% | 81 | +66,651 | 76.41% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 150,140 | 2,902 | 0.01% | 0.0% | 82 | +48,569 | 47.82% | Q4 2025 | Jan 23, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 146,417 | 2,830 | 0.37% | 0.33% | 83 | -3,719 | -2.48% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 140,320 | 2,712 | 0.0% | 0.0% | 84 | -12,958 | -8.45% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 133,525 | 2,581 | 0.0% | 0.0% | 85 | +85,223 | 176.44% | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 131,837 | 2,548 | 0.33% | 0.3% | 86 | -24,719 | -15.79% | Q4 2025 | Jan 21, 2026 |
| ABC ARBITRAGE SA | History | Added to | 130,260 | 2,517 | 0.24% | 0.15% | 87 | +37,878 | 41.0% | Q4 2025 | Feb 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 127,652 | 2,467 | 0.05% | 0.04% | 88 | +1,458 | 1.16% | Q4 2025 | Jan 23, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 124,444 | 2,405 | 0.01% | 0.01% | 89 | -6,649 | -5.07% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 123,809 | 2,393 | 0.01% | 0.01% | 90 | +12,648 | 11.38% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 120,185 | 2,324 | 0.16% | 0.21% | 91 | -64,732 | -35.01% | Q4 2025 | Jan 15, 2026 |
| XY Capital Ltd | History | Added to | 119,922 | 2,318 | 1.46% | 0.61% | 92 | +50,415 | 72.53% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 117,464 | 2,270 | 0.04% | 0.03% | 93 | +20,109 | 20.66% | Q4 2025 | Feb 12, 2026 |
| DV EQUITIES, LLC | History | New | 116,921 | 2,260 | 0.41% | — | 94 | +116,921 | New | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 113,975 | 2,203 | 0.2% | 0.18% | 95 | +6,750 | 6.3% | Q4 2025 | Jan 30, 2026 |
| Walleye Capital LLC | History | New | 111,238 | 2,150 | 0.01% | — | 96 | +111,238 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 109,496 | 2,116 | 0.0% | 0.0% | 97 | +97,956 | 848.84% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 108,880 | 2,104 | 0.0% | 0.0% | 98 | +20,951 | 23.83% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 108,832 | 2,103 | 0.03% | 0.02% | 99 | +35,482 | 48.37% | Q4 2025 | Jan 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 108,422 | 2,095 | 0.0% | 0.0% | 100 | +16,689 | 18.19% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 105,188 | 2,033 | 0.06% | 0.05% | 101 | +15,377 | 17.12% | Q4 2025 | Feb 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 103,040 | 1,991 | 0.04% | 0.04% | 102 | -2,309 | -2.19% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 99,231 | 1,918 | 0.01% | 0.01% | 103 | +1,601 | 1.64% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 95,566 | 1,845 | 0.0% | 0.0% | 104 | +1,716 | 1.83% | Q4 2025 | Mar 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 94,202 | 1,820 | 0.0% | 0.0% | 105 | -4,699 | -4.75% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 92,572 | 1,789 | 0.01% | 0.01% | 106 | -9,253 | -9.09% | Q4 2025 | Feb 12, 2026 |
| Dorsey Wright & Associates | History | Added to | 92,159 | 1,781 | 0.38% | 0.33% | 107 | +3,969 | 4.5% | Q4 2025 | Feb 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 85,837 | 1,762 | 0.08% | 0.08% | 108 | +3,592 | 4.37% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 90,778 | 1,754 | 0.03% | 0.02% | 109 | +20,239 | 28.69% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 86,244 | 1,667 | 0.01% | 0.01% | 110 | +1,898 | 2.25% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 81,779 | 1,580 | 0.0% | 0.0% | 111 | +43,365 | 112.89% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 81,297 | 1,571 | 0.04% | 0.05% | 112 | -45,268 | -35.77% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 76,552 | 1,479 | 0.03% | — | 113 | +76,552 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 76,332 | 1,475 | 0.0% | 0.0% | 114 | +8,729 | 12.91% | Q4 2025 | Jan 30, 2026 |
| MARSHALL WACE, LLP | History | Added to | 76,152 | 1,472 | 0.0% | 0.0% | 115 | +53,666 | 238.66% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 75,497 | 1,459 | 0.08% | 0.06% | 116 | +6,196 | 8.94% | Q4 2025 | Feb 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 74,381 | 1,437 | 0.08% | 0.06% | 117 | +12,098 | 19.42% | Q4 2025 | Jan 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 71,009 | 1,372 | 0.02% | 0.0% | 118 | +57,680 | 432.74% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Added to | 70,655 | 1,370 | 0.02% | 0.01% | 119 | +10,558 | 17.57% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | Added to | 70,777 | 1,368 | 0.02% | 0.02% | 120 | +1,444 | 2.08% | Q4 2025 | Feb 03, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 70,230 | 1,357 | 0.05% | 0.04% | 121 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 68,348 | 1,321 | 0.04% | — | 122 | +68,348 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 66,425 | 1,284 | 0.0% | 0.0% | 123 | +12,221 | 22.55% | Q4 2025 | Mar 16, 2026 |
| Brooklyn Investment Group | History | Added to | 64,717 | 1,266 | 0.06% | 0.02% | 124 | +53,596 | 481.94% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 65,259 | 1,265 | 0.05% | 0.06% | 125 | +10,795 | 19.82% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 65,381 | 1,263 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 65,381 | 1,263 | 0.27% | 0.31% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 65,301 | 1,262 | 0.0% | 0.0% | 128 | -21,243 | -24.55% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 64,589 | 1,248 | 0.0% | 0.0% | 130 | +53,053 | 459.89% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 64,592 | 1,248 | 0.02% | 0.01% | 129 | +19,425 | 43.01% | Q4 2025 | Feb 02, 2026 |
| Abacus Wealth Partners, LLC | History | New | 62,224 | 1,202 | 0.12% | — | 131 | +62,224 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorShares Investments LLC | History | Added to | 61,718 | 1,193 | 0.2% | 0.16% | 132 | +1,698 | 2.83% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 54,329 | 1,135 | 0.01% | 0.01% | 133 | -540 | -0.98% | Q4 2025 | Jan 21, 2026 |
| DRW Securities, LLC | History | New | 58,178 | 1,124 | 0.03% | — | 134 | +58,178 | New | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Added to | 57,140 | 1,104 | 0.0% | 0.0% | 135 | +14,450 | 33.85% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 53,947 | 1,042 | 0.02% | 0.02% | 136 | -331 | -0.61% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 53,791 | 1,039 | 0.0% | 0.01% | 137 | -309,533 | -85.19% | Q4 2025 | Feb 17, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 53,007 | 1,030 | 0.22% | 0.15% | 138 | -478 | -0.89% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 53,082 | 1,026 | 0.01% | 0.01% | 139 | +10,604 | 24.96% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 52,773 | 1,020 | 0.02% | 0.02% | 140 | +698 | 1.34% | Q4 2025 | Feb 11, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 52,084 | 1,006 | 0.0% | 0.0% | 141 | -3,128 | -5.67% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Added to | 50,283 | 971 | 0.06% | 0.06% | 142 | +952 | 1.93% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 50,137 | 969 | 0.01% | 0.02% | 143 | -37,827 | -43.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,362 | 967 | 0.0% | 0.0% | 144 | +13,840 | 40.09% | Q4 2025 | Jan 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 49,398 | 954 | 0.0% | 0.0% | 145 | +10,614 | 27.37% | Q4 2025 | Feb 02, 2026 |
| Themes Management Co LLC | History | New | 49,249 | 951 | 0.71% | — | 146 | +49,249 | New | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | Reduced | 48,775 | 942 | 0.17% | 0.18% | 147 | -7,779 | -13.75% | Q4 2025 | Jan 06, 2026 |
| Limestone Investment Advisors LP | History | New | 47,905 | 926 | 0.09% | — | 148 | +47,905 | New | Q4 2025 | Feb 17, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 47,269 | 913 | 0.04% | 0.03% | 149 | +1,913 | 4.22% | Q4 2025 | Feb 03, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 47,040 | 909 | 0.05% | 0.04% | 150 | -673 | -1.41% | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Added to | 46,928 | 907 | 0.01% | 0.01% | 151 | +2,698 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | Reduced | 46,773 | 904 | 0.13% | 0.11% | 152 | -511 | -1.08% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 45,125 | 872 | 0.01% | 0.0% | 153 | +7,601 | 20.26% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 44,740 | 864 | 0.0% | 0.0% | 154 | -74,915 | -62.61% | Q4 2025 | Feb 12, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 42,813 | 827 | 0.17% | 0.16% | 155 | +9,927 | 30.19% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 42,604 | 823 | 0.0% | 0.0% | 156 | -7,763 | -15.41% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 41,158 | 795 | 0.0% | — | 157 | +41,158 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 40,872 | 790 | 0.19% | — | 158 | +40,872 | New | Q4 2025 | Jan 12, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 39,152 | 756 | 0.15% | 0.1% | 159 | +12,500 | 46.9% | Q4 2025 | Jan 16, 2026 |
| BAILARD, INC. | History | Added to | 38,371 | 741 | 0.02% | 0.01% | 160 | +2,975 | 8.4% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 38,333 | 740 | 0.02% | 0.02% | 161 | +21 | 0.05% | Q4 2025 | Feb 05, 2026 |
| SYON CAPITAL LLC | History | Added to | 37,950 | 733 | 0.04% | 0.03% | 162 | +3,279 | 9.46% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Added to | 37,892 | 732 | 0.01% | 0.01% | 163 | +4,260 | 12.67% | Q4 2025 | Jan 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 37,334 | 721 | 0.23% | 0.25% | 164 | -6,200 | -14.24% | Q4 2025 | Jan 27, 2026 |
| Covenant Partners, LLC | History | No change | 37,262 | 720 | 0.21% | 0.18% | 165 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 37,236 | 719 | 0.08% | 0.07% | 166 | +1,756 | 4.95% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 36,153 | 698 | 0.01% | 0.0% | 167 | +20,989 | 138.41% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 35,957 | 695 | 0.01% | 0.01% | 168 | -1,412 | -3.78% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 35,670 | 689 | 0.09% | 0.07% | 169 | +4,451 | 14.26% | Q4 2025 | Jan 08, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 34,710 | 670 | 0.15% | 0.14% | 170 | -1,412 | -3.91% | Q4 2025 | Jan 26, 2026 |
| Gallacher Capital Management LLC | History | Added to | 34,417 | 665 | 0.26% | 0.23% | 171 | +133 | 0.39% | Q4 2025 | Feb 03, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 34,131 | 659 | 0.12% | 0.11% | 172 | -996 | -2.84% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 33,928 | 655 | 0.01% | 0.01% | 173 | +240 | 0.71% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 30,258 | 644 | 0.02% | 0.02% | 174 | +2,467 | 8.88% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 33,089 | 639 | 0.03% | 0.03% | 175 | +2,104 | 6.79% | Q4 2025 | Jan 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 32,849 | 634 | 0.07% | 0.05% | 177 | +9,324 | 39.63% | Q4 2025 | Jan 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 32,820 | 634 | 0.01% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 32,661 | 631 | 0.01% | 0.01% | 178 | -48 | -0.15% | Q4 2025 | Jan 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 31,848 | 615 | 0.0% | 0.0% | 179 | -876 | -2.68% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 31,532 | 609 | 0.0% | 0.0% | 180 | +4,899 | 18.39% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 31,443 | 608 | 0.0% | 0.0% | 181 | +14,927 | 90.38% | Q4 2025 | Jan 26, 2026 |
| West Family Investments, Inc. | History | Added to | 31,279 | 604 | 0.14% | 13.57% | 182 | +7,268 | 30.27% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 31,042 | 600 | 0.0% | 0.0% | 183 | +5,176 | 20.01% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 30,862 | 596 | 0.02% | 0.02% | 184 | -1,219 | -3.8% | Q4 2025 | Feb 06, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 30,790 | 595 | 0.03% | 0.01% | 185 | +15,484 | 101.16% | Q4 2025 | Jan 22, 2026 |
| HRT FINANCIAL LP | History | Reduced | 30,063 | 581 | 0.0% | 0.01% | 186 | -73,933 | -71.09% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 29,967 | 579 | 0.01% | 0.0% | 187 | +19,790 | 194.46% | Q4 2025 | Feb 09, 2026 |
| Calydon Capital | History | No change | 29,475 | 569 | 0.1% | 0.08% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | Added to | 29,013 | 560 | 0.13% | 0.08% | 189 | +17,793 | 158.58% | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 28,898 | 558 | 0.0% | 0.0% | 190 | -4,348 | -13.08% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 28,631 | 555 | 0.0% | — | 191 | +28,631 | New | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | Added to | 28,679 | 554 | 0.15% | 0.06% | 192 | +16,387 | 133.31% | Q4 2025 | Feb 10, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 28,473 | 550 | 0.0% | 0.0% | 193 | +3,786 | 15.34% | Q4 2025 | Feb 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 28,458 | 550 | 0.01% | 0.01% | 194 | +2,201 | 8.38% | Q4 2025 | Jan 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 28,053 | 542 | 0.01% | 0.01% | 195 | +59 | 0.21% | Q4 2025 | Feb 17, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 28,010 | 541 | 0.19% | — | 196 | +28,010 | New | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 27,667 | 535 | 0.01% | 0.0% | 197 | +9,744 | 54.37% | Q4 2025 | Feb 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 27,326 | 528 | 0.0% | 0.0% | 198 | +5,950 | 27.83% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 27,014 | 522 | 0.06% | — | 199 | +27,014 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,665 | 515 | 0.0% | 0.0% | 200 | +1,416 | 5.61% | Q4 2025 | Jan 26, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 24,656 | 512 | 0.03% | 0.03% | 201 | +530 | 2.2% | Q4 2025 | Jan 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 26,192 | 506 | 0.01% | 0.01% | 202 | +7,483 | 40.0% | Q4 2025 | Feb 09, 2026 |
| Traveka Wealth, LLC | History | Added to | 26,113 | 504 | 0.21% | 0.19% | 203 | +373 | 1.45% | Q4 2025 | Jan 08, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,918 | 481 | 0.01% | 0.01% | 204 | +3,279 | 15.15% | Q4 2025 | Feb 04, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 24,417 | 471 | 0.09% | 0.08% | 206 | +3,137 | 14.74% | Q4 2025 | Feb 04, 2026 |
| Five Oceans Advisors | History | No change | 24,405 | 471 | 0.17% | 0.15% | 205 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,316 | 470 | 0.01% | 0.0% | 207 | +9,566 | 64.85% | Q4 2025 | Jan 23, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 23,809 | 460 | 0.09% | 0.09% | 208 | -1,210 | -4.84% | Q4 2025 | Jan 27, 2026 |
| Savant Capital, LLC | History | Added to | 23,721 | 458 | 0.0% | 0.0% | 209 | +6,102 | 34.63% | Q4 2025 | Feb 10, 2026 |
| Net Worth Advisory Group | History | Added to | 23,141 | 447 | 0.09% | 0.11% | 210 | +1,038 | 4.7% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 22,963 | 443 | 0.0% | 0.01% | 211 | -628,904 | -96.48% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 25,662 | 441 | 0.0% | 0.0% | 212 | +141 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 21,753 | 420 | 0.0% | 0.0% | 213 | -2,024 | -8.51% | Q4 2025 | Jan 16, 2026 |
| EWA, LLC | History | Added to | 21,709 | 419 | 0.1% | 0.1% | 214 | +233 | 1.08% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 21,290 | 411 | 0.0% | — | 215 | +21,290 | New | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 20,978 | 405 | 0.0% | 0.0% | 216 | +3,141 | 17.61% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,903 | 404 | 0.0% | 0.0% | 217 | +582 | 2.86% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 20,913 | 404 | 0.0% | 0.0% | 218 | +279 | 1.35% | Q4 2025 | Jan 21, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 20,874 | 403 | 0.26% | 0.19% | 219 | +4,335 | 26.21% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 20,788 | 401 | 0.0% | 0.01% | 220 | -1,064,600 | -98.08% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 19,890 | 384 | 0.02% | — | 221 | +19,890 | New | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 19,800 | 382 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trust Point Inc. | History | Added to | 19,633 | 379 | 0.03% | 0.02% | 223 | +2,819 | 16.77% | Q4 2025 | Jan 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 19,259 | 372 | 0.0% | 0.0% | 224 | -19,290 | -50.04% | Q4 2025 | Feb 10, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 19,207 | 371 | 0.02% | 0.02% | 225 | +196 | 1.03% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | Reduced | 18,789 | 363 | 0.01% | 0.01% | 226 | -3,689 | -16.41% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 18,780 | 363 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 18,680 | 361 | 0.06% | 0.05% | 228 | +391 | 2.14% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 18,554 | 358 | 0.06% | 0.05% | 229 | +1,236 | 7.14% | Q4 2025 | Jan 22, 2026 |
| Optas, LLC | History | Added to | 18,339 | 354 | 0.06% | 0.05% | 230 | +2,386 | 14.96% | Q4 2025 | Jan 27, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 18,012 | 348 | 0.0% | 0.0% | 231 | +3,882 | 27.47% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Added to | 17,043 | 338 | 0.01% | 0.01% | 232 | +789 | 4.85% | Q4 2025 | Jan 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 17,436 | 337 | 0.01% | 0.01% | 233 | +2,653 | 17.95% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,414 | 336 | 0.0% | 0.0% | 234 | +2,416 | 16.11% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 17,322 | 334 | 0.02% | 0.03% | 235 | +805 | 4.87% | Q4 2025 | Jan 29, 2026 |
| Keel Point, LLC | History | Reduced | 17,112 | 330 | 0.02% | 0.02% | 236 | -27 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Fund Advisors of America Inc/FL | History | New | 16,598 | 320 | 0.29% | — | 237 | +16,598 | New | Q4 2025 | Mar 13, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 16,131 | 311 | 0.01% | 0.01% | 238 | -640 | -3.82% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | No change | 16,052 | 310 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 15,700 | 303 | 0.0% | — | 240 | +15,700 | New | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 15,685 | 303 | 0.02% | — | 241 | +15,685 | New | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 15,560 | 300 | 0.01% | 0.0% | 242 | +544 | 3.62% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,514 | 299 | 0.0% | 0.0% | 243 | +979 | 6.74% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,922 | 288 | 0.0% | 0.0% | 244 | +749 | 5.28% | Q4 2025 | Jan 22, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 14,861 | 287 | 0.07% | 0.06% | 245 | +213 | 1.45% | Q4 2025 | Jan 23, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 14,800 | 286 | 0.1% | 0.09% | 247 | +1,398 | 10.43% | Q4 2025 | Jan 15, 2026 |
| Csenge Advisory Group | History | Reduced | 14,799 | 286 | 0.01% | 0.01% | 246 | -166 | -1.11% | Q4 2025 | Feb 06, 2026 |
| BSW Wealth Partners | History | Reduced | 14,528 | 280 | 0.03% | 0.03% | 248 | -816 | -5.32% | Q4 2025 | Jan 23, 2026 |
| Brucke Financial, Inc. | History | Added to | 14,441 | 279 | 0.15% | 0.13% | 249 | +842 | 6.19% | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 14,369 | 277 | 0.0% | — | 250 | +14,369 | New | Q4 2025 | Jan 29, 2026 |
| Ascent Group, LLC | History | Added to | 14,185 | 274 | 0.01% | 0.01% | 252 | +1,095 | 8.37% | Q4 2025 | Jan 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 14,219 | 274 | 0.09% | 0.04% | 251 | -337 | -2.32% | Q4 2025 | Jan 27, 2026 |
| Voleon Capital Management LP | History | New | 14,096 | 272 | 0.01% | — | 253 | +14,096 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 14,079 | 272 | 0.01% | 0.01% | 254 | +4,737 | 50.71% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 14,062 | 271 | 0.01% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | New | 13,974 | 270 | 0.01% | — | 257 | +13,974 | New | Q4 2025 | Feb 04, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 14,007 | 270 | 0.02% | 0.02% | 256 | -293 | -2.05% | Q4 2025 | Feb 18, 2026 |
| Frec Markets, Inc. | History | New | 13,950 | 269 | 0.08% | — | 259 | +13,950 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | No change | 13,954 | 269 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 13,879 | 268 | 0.0% | 0.0% | 260 | +1,864 | 15.51% | Q4 2025 | Feb 13, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 13,872 | 268 | 0.1% | 0.09% | 261 | +148 | 1.08% | Q4 2025 | Feb 02, 2026 |
| Cromwell Holdings LLC | History | No change | 13,841 | 267 | 0.15% | 0.12% | 262 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 13,709 | 264 | 0.08% | — | 263 | +13,709 | New | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | New | 13,636 | 263 | 0.0% | — | 264 | +13,636 | New | Q4 2025 | Mar 12, 2026 |
| Canopy Partners, LLC | History | Added to | 13,627 | 263 | 0.09% | 0.07% | 265 | +259 | 1.94% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 13,235 | 255 | 0.02% | 0.02% | 266 | +1,198 | 9.95% | Q4 2025 | Feb 13, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 12,800 | 247 | 0.07% | 0.06% | 267 | +657 | 5.41% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 12,689 | 245 | 0.0% | — | 268 | +12,689 | New | Q4 2025 | Feb 18, 2026 |
| a16z Perennial Management, L.P. | History | No change | 12,699 | 245 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 12,671 | 244 | 0.0% | 0.0% | 270 | +12,008 | 1811.16% | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | No change | 12,484 | 241 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,371 | 239 | 0.0% | — | 272 | +12,371 | New | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,412 | 239 | 0.0% | 0.0% | 273 | +121 | 0.98% | Q4 2025 | Feb 06, 2026 |
| Independent Advisor Alliance | History | New | 12,312 | 237 | 0.01% | — | 274 | +12,312 | New | Q4 2025 | Feb 04, 2026 |
| Syverson Strege & Co | History | Reduced | 12,024 | 232 | 0.05% | 0.05% | 275 | -805 | -6.27% | Q4 2025 | Feb 09, 2026 |
| May Hill Capital, LLC | History | New | 11,712 | 226 | 0.03% | — | 276 | +11,712 | New | Q4 2025 | Feb 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 11,677 | 225 | 0.03% | 0.03% | 277 | +1,280 | 12.31% | Q4 2025 | Jan 21, 2026 |
| Stokes Family Office, LLC | History | New | 11,478 | 221 | 0.02% | — | 278 | +11,478 | New | Q4 2025 | Feb 18, 2026 |
| STEPHENS INC /AR/ | History | New | 11,351 | 219 | 0.0% | — | 279 | +11,351 | New | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 11,358 | 219 | 0.0% | 0.01% | 280 | -4,065 | -26.36% | Q4 2025 | Jan 16, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,125 | 215 | 0.0% | 0.0% | 281 | -15,793 | -58.67% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 11,100 | 214 | 0.0% | 0.0% | 282 | +9,900 | 825.0% | Q4 2025 | Feb 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 11,050 | 213 | 0.06% | 0.03% | 283 | -1,620 | -12.79% | Q4 2025 | Jan 27, 2026 |
| 71 West Capital Partners | History | New | 10,832 | 209 | 0.01% | — | 284 | +10,832 | New | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 10,638 | 205 | 0.13% | — | 285 | +10,638 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,465 | 202 | 0.0% | 0.0% | 286 | +369 | 3.65% | Q4 2025 | Feb 18, 2026 |
| 55 North Private Wealth, LLC | History | New | 10,402 | 201 | 0.05% | — | 287 | +10,402 | New | Q4 2025 | Jan 27, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 10,363 | 200 | 0.01% | 0.01% | 288 | -4,114 | -28.42% | Q4 2025 | Jan 30, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 10,340 | 199 | 0.03% | 0.02% | 289 | +16 | 0.15% | Q4 2025 | Feb 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 10,259 | 198 | 0.03% | — | 290 | +10,259 | New | Q4 2025 | Jan 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 10,000 | 193 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,677 | 187 | 0.0% | 0.0% | 292 | -6,196 | -39.03% | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 8,965 | 173 | 0.12% | 0.11% | 293 | +22 | 0.25% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 8,884 | 171 | 0.0% | 0.0% | 294 | +6,140 | 223.76% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | New | 7,286 | 141 | 0.0% | — | 295 | +7,286 | New | Q4 2025 | Jan 09, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 6,300 | 121 | 0.03% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5,648 | 109 | 0.03% | 0.02% | 297 | +3,729 | 194.32% | Q4 2025 | Mar 03, 2026 |
| V-Square Quantitative Management LLC | History | New | 5,634 | 108 | 0.01% | — | 298 | +5,634 | New | Q4 2025 | Jan 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 4,974 | 96 | 0.01% | 0.01% | 299 | -267 | -5.09% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 4,747 | 91 | 0.0% | — | 300 | +4,747 | New | Q4 2025 | Feb 05, 2026 |
| Te Ahumairangi Investment Management Ltd | History | Reduced | 4,216 | 81 | 0.01% | 0.03% | 301 | -6,841 | -61.87% | Q4 2025 | Feb 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 4,042 | 78 | 0.03% | 0.04% | 302 | +411 | 11.32% | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,859 | 75 | 0.0% | 0.0% | 303 | +1,090 | 39.36% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,827 | 73 | 0.02% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,752 | 72 | 0.01% | 0.0% | 305 | +3,538 | 1653.27% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,682 | 71 | 0.0% | 0.0% | 306 | +287 | 8.45% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,597 | 69 | 0.01% | 0.0% | 307 | +823 | 29.67% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,505 | 67 | 0.0% | 0.0% | 308 | -2,119 | -37.68% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,120 | 60 | 0.02% | 0.02% | 309 | +1,740 | 126.09% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,067 | 59 | 0.0% | 0.0% | 310 | -122 | -3.83% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,926 | 56 | 0.0% | 0.0% | 311 | +628 | 27.33% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,601 | 50 | 0.0% | 0.0% | 312 | +2,273 | 692.99% | Q4 2025 | Feb 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 2,555 | 49 | 0.0% | 0.0% | 313 | +11 | 0.43% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,409 | 46 | 0.0% | 0.0% | 314 | -2 | -0.08% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Added to | 2,223 | 42 | 0.0% | 0.0% | 315 | +280 | 14.41% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,019 | 40 | 0.0% | 0.0% | 316 | -16 | -0.79% | Q4 2025 | Jan 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,706 | 39 | 0.03% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 1,876 | 36 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,789 | 34 | 0.0% | 0.0% | 319 | -997 | -35.79% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,786 | 34 | 0.0% | 0.0% | 320 | +458 | 34.49% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,592 | 33 | 0.01% | 0.0% | 322 | +1,543 | 3148.98% | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,733 | 33 | 0.0% | 0.0% | 321 | +46 | 2.73% | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | New | 1,532 | 29 | 0.03% | — | 327 | +1,532 | New | Q4 2025 | Mar 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,404 | 29 | 0.0% | 0.0% | 324 | +610 | 76.83% | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,551 | 29 | 0.01% | 0.01% | 325 | -33 | -2.08% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | No change | 1,520 | 29 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | No change | 1,505 | 29 | 0.01% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,457 | 28 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PFS Partners, LLC | History | New | 1,395 | 26 | 0.01% | — | 329 | +1,395 | New | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 1,302 | 25 | 0.0% | — | 330 | +1,302 | New | Q4 2025 | Feb 17, 2026 |
| Park Square Financial Group, LLC | History | Added to | 1,629 | 23 | 0.14% | 0.07% | 332 | +598 | 58.0% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,210 | 23 | 0.0% | 0.0% | 331 | +272 | 29.0% | Q4 2025 | Feb 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,193 | 23 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Signature Equity Partners, LLC | History | New | 1,129 | 21 | 0.01% | — | 334 | +1,129 | New | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 980 | 19 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | New | 921 | 17 | 0.0% | — | 336 | +921 | New | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | New | 882 | 17 | 0.0% | — | 337 | +882 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 902 | 17 | 0.0% | 0.0% | 339 | +520 | 136.13% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 920 | 17 | 0.0% | 0.0% | 338 | +11 | 1.21% | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 846 | 16 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 848 | 16 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Basepoint Wealth LLC | History | New | 818 | 15 | 0.01% | — | 345 | +818 | New | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | New | 793 | 15 | 0.0% | — | 344 | +793 | New | Q4 2025 | Feb 05, 2026 |
| Cheviot Value Management, LLC | History | No change | 728 | 15 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 806 | 15 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 741 | 14 | 0.0% | — | 347 | +741 | New | Q4 2025 | Jan 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 750 | 14 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 707 | 13 | 0.0% | — | 348 | +707 | New | Q4 2025 | Feb 09, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 625 | 12 | 0.0% | — | 350 | +625 | New | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 644 | 12 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WPG Advisers, LLC | History | Added to | 619 | 11 | 0.01% | 0.01% | 351 | +104 | 20.19% | Q4 2025 | Jan 28, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 538 | 10 | 0.0% | 0.01% | 352 | -1,773 | -76.72% | Q4 2025 | Feb 17, 2026 |
| Financial Connections Group, Inc. | History | No change | 561 | 10 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 540 | 10 | 0.02% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 533 | 10 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 495 | 9 | 0.0% | 0.0% | 357 | -3,046 | -86.02% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 503 | 9 | 0.0% | 0.0% | 359 | +29 | 6.12% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 504 | 9 | 0.0% | 0.0% | 356 | +1 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 499 | 9 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 415 | 8 | 0.0% | — | 360 | +415 | New | Q4 2025 | Mar 04, 2026 |
| Spire Wealth Management | History | Reduced | 415 | 8 | 0.0% | 0.0% | 361 | -149 | -26.42% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 384 | 7 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 336 | 6 | 0.0% | — | 363 | +336 | New | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | New | 324 | 6 | 0.0% | — | 365 | +324 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 335 | 6 | 0.0% | 0.0% | 366 | +75 | 28.85% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 311 | 6 | 0.0% | 0.0% | 364 | +66 | 26.94% | Q4 2025 | Feb 06, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 341 | 6 | 0.0% | 0.0% | 368 | -1 | -0.29% | Q4 2025 | Feb 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 323 | 6 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 292 | 5 | 0.0% | — | 370 | +292 | New | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 271 | 5 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Wealth Partners, LLC | History | No change | 277 | 5 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | New | 241 | 4 | 0.0% | — | 376 | +241 | New | Q4 2025 | Jan 28, 2026 |
| Ninepoint Partners LP | History | New | 236 | 4 | 0.0% | — | 374 | +236 | New | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | New | 225 | 4 | 0.0% | — | 375 | +225 | New | Q4 2025 | Jan 20, 2026 |
| CITY HOLDING CO | History | No change | 244 | 4 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Clean Yield Group | History | No change | 250 | 4 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WealthCollab, LLC | History | No change | 226 | 4 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 196 | 3 | 0.0% | — | 384 | +196 | New | Q4 2025 | Jan 21, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 202 | 3 | 0.0% | 0.0% | 379 | -192 | -48.73% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | New | 174 | 3 | 0.0% | — | 380 | +174 | New | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | New | 167 | 3 | 0.0% | — | 378 | +167 | New | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 167 | 3 | 0.0% | — | 382 | +167 | New | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 159 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | No change | 142 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 164 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| LRI Investments, LLC | History | No change | 164 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Nemes Rush Group LLC | History | New | 151 | 2 | 0.0% | — | 393 | +151 | New | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 125 | 2 | 0.0% | — | 391 | +125 | New | Q4 2025 | Jan 27, 2026 |
| Smithfield Trust Co | History | New | 112 | 2 | 0.0% | — | 388 | +112 | New | Q4 2025 | Feb 09, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 126 | 2 | 0.0% | 0.0% | 395 | -6 | -4.55% | Q4 2025 | Jan 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 119 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 129 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 105 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | New | 94 | 1 | 0.0% | — | 407 | +94 | New | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | New | 92 | 1 | 0.0% | — | 400 | +92 | New | Q4 2025 | Jan 26, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 79 | 1 | 0.0% | — | 408 | +79 | New | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 76 | 1 | 0.0% | — | 401 | +76 | New | Q4 2025 | Jan 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 68 | 1 | 0.0% | — | 402 | +68 | New | Q4 2025 | Feb 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 55 | 1 | 0.0% | — | 396 | +55 | New | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 83 | 1 | 0.0% | 0.0% | 397 | +10 | 13.7% | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | Reduced | 85 | 1 | 0.0% | 0.0% | 405 | -1 | -1.16% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 91 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COUNTRY TRUST BANK | History | No change | 87 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 58 | 1 | 0.0% | — | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 59 | 1 | 0.0% | — | 404 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wealth Watch Advisors, INC | History | No change | 94 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 1.06% | — | -116,634 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -111,532 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -110,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.3% | — | -100,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -70,083 | -100.0% | Q3 2025 | Oct 28, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -65,989 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -62,898 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -62,726 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -62,015 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.23% | — | -60,054 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,961 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -33,495 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -28,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -19,001 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,619 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.02% | — | -16,582 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,912 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,602 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,055 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,017 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,351 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,079 | -100.0% | Q3 2025 | Jan 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -4,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,655 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,500 | -100.0% | Q3 2025 | Nov 17, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,866 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,123 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -943 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Federation des caisses Desjardins du Quebec | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 26, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2 | 0 | — | — | — | -36 | -94.74% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Murphy & Mullick Capital Management Corp | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q4 2025 | Jan 27, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trust Co | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |