NUSCALE POWER Corp - SMR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 15,545,018 | 220,272 | 0.0% | 0.01% | 1 | +4,482,254 | 40.52% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,294,523 | 216,723 | 0.02% | 0.04% | 2 | +5,450,223 | 55.36% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 11,515,561 | 163,176 | 0.13% | 0.18% | 3 | +6,227,747 | 117.78% | Q4 2025 | Feb 13, 2026 |
| Clear Street Group Inc. | History | Added to | 11,044,938 | 156,506 | 0.58% | 0.53% | 4 | +6,722,285 | 155.51% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 10,792,606 | 152,931 | 0.0% | 0.01% | 5 | +798,325 | 7.99% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,870,927 | 139,871 | 0.02% | 0.04% | 6 | +2,455,375 | 33.11% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,202,662 | 116,231 | 0.17% | 0.42% | 7 | +891,701 | 12.2% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,103,293 | 114,823 | 0.02% | 0.03% | 8 | +2,052,405 | 33.92% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 5,277,905 | 74,787 | 0.0% | 0.01% | 9 | +2,361,532 | 80.97% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 4,885,535 | 69,228 | 0.19% | 0.08% | 10 | +4,005,804 | 455.34% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 4,157,521 | 58,912 | 0.14% | 0.58% | 11 | -3,949,455 | -48.72% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 3,457,486 | 48,992 | 0.17% | — | 12 | +3,457,486 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,221,828 | 45,662 | 0.0% | 0.01% | 13 | +237,355 | 7.95% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 3,023,994 | 42,849 | 0.01% | 0.01% | 14 | +1,000,003 | 49.41% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,962,292 | 41,975 | 0.0% | 0.0% | 15 | +113,250 | 3.98% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,954,267 | 41,861 | 0.06% | 0.01% | 16 | +2,833,141 | 2339.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,609,400 | 36,975 | 0.02% | 0.07% | 17 | -1,026,740 | -28.24% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,391,706 | 33,890 | 0.03% | — | 18 | +2,391,706 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 2,338,613 | 33,138 | 0.04% | 0.02% | 19 | +1,917,170 | 454.91% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 2,040,423 | 28,912 | 0.01% | 0.0% | 20 | +1,814,656 | 803.77% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Added to | 1,901,700 | 26,947 | 0.17% | 0.46% | 21 | +136,146 | 7.71% | Q4 2025 | Feb 12, 2026 |
| Samsung C&T Corp | History | Reduced | 1,585,804 | 22,470 | 100.0% | 100.0% | 22 | -3,600,000 | -69.42% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,570,724 | 22,257 | 0.01% | 0.02% | 23 | +254,839 | 19.37% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,546,135 | 21,908 | 0.0% | 0.0% | 24 | +80,396 | 5.49% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,333,314 | 18,893 | 0.0% | 0.01% | 25 | -293,565 | -18.04% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,201,768 | 17,029 | 0.0% | 0.01% | 26 | +112,815 | 10.36% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 1,130,383 | 16,017 | 0.01% | — | 27 | +1,130,383 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,109,867 | 15,726 | 0.0% | 0.01% | 28 | -7,996 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Swedbank AB | History | Reduced | 1,102,060 | 15,616 | 0.02% | 0.05% | 29 | -299,990 | -21.4% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,009,838 | 14,309 | 0.0% | 0.01% | 30 | -911,996 | -47.45% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 938,820 | 13,303 | 0.0% | 0.01% | 31 | -230,670 | -19.72% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 914,906 | 12,965 | 0.1% | — | 32 | +914,906 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 841,255 | 11,920 | 0.01% | 0.01% | 33 | +107,377 | 14.63% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | New | 823,080 | 11,663 | 0.04% | — | 34 | +823,080 | New | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 822,779 | 11,658 | 0.03% | 0.07% | 35 | +213,329 | 35.0% | Q4 2025 | Jan 26, 2026 |
| Jump Financial, LLC | History | New | 813,938 | 11,533 | 0.14% | — | 36 | +813,938 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 772,145 | 10,941 | 0.02% | 0.07% | 37 | -287,302 | -27.12% | Q4 2025 | Feb 12, 2026 |
| RPG Investment Advisory, LLC | History | New | 770,968 | 10,924 | 1.24% | — | 38 | +770,968 | New | Q4 2025 | Jan 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 747,039 | 10,585 | 0.02% | 14.77% | 39 | +658,639 | 745.07% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 723,813 | 10,256 | 0.0% | 0.01% | 40 | +156,539 | 27.59% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | New | 709,657 | 10,055 | 0.1% | — | 41 | +709,657 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 578,236 | 8,193 | 0.0% | 0.0% | 42 | +266,226 | 85.33% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Reduced | 577,000 | 8,176 | 0.06% | 0.27% | 43 | -399,800 | -40.93% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 569,058 | 8,063 | 0.0% | 0.01% | 44 | +207,617 | 57.44% | Q4 2025 | Feb 10, 2026 |
| LMR Partners LLP | History | Added to | 523,600 | 7,419 | 0.01% | 0.07% | 45 | +68,900 | 15.15% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 512,801 | 7,266 | 0.01% | 0.04% | 46 | -254,551 | -33.17% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 491,386 | 6,962 | 0.02% | 0.04% | 47 | +228,997 | 87.27% | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 479,826 | 6,799 | 0.01% | 0.01% | 48 | +308,226 | 179.62% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 472,211 | 6,691 | 0.05% | 0.12% | 49 | +65,432 | 16.09% | Q4 2025 | Jan 14, 2026 |
| MARSHALL WACE, LLP | History | New | 453,590 | 6,427 | 0.01% | — | 50 | +453,590 | New | Q4 2025 | Feb 13, 2026 |
| Once Capital Management, LLC | History | Added to | 452,700 | 6,414 | 1.32% | 1.58% | 51 | +254,600 | 128.52% | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 447,326 | 6,338 | 1.55% | — | 52 | +447,326 | New | Q4 2025 | Mar 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 430,956 | 6,106 | 0.0% | 0.01% | 53 | -188,407 | -30.42% | Q4 2025 | Feb 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 425,113 | 6,023 | 0.01% | 0.0% | 54 | +391,146 | 1151.55% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 406,313 | 5,757 | 0.0% | 0.0% | 55 | +5,901 | 1.47% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 395,865 | 5,609 | 0.0% | 0.0% | 56 | +3,568 | 0.91% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 372,414 | 5,277 | 0.01% | 0.01% | 57 | +126,588 | 51.49% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 317,900 | 4,504 | 0.01% | — | 58 | +317,900 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 314,223 | 4,452 | 0.04% | — | 59 | +314,223 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 278,800 | 3,950 | 0.0% | 0.0% | 60 | +46,100 | 19.81% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 272,517 | 3,861 | 0.0% | 0.01% | 61 | -106,152 | -28.03% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 269,172 | 3,814 | 0.01% | 0.01% | 62 | +60,616 | 29.06% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 245,960 | 3,485 | 0.0% | 0.0% | 63 | -1,847,100 | -88.25% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 242,719 | 3,439 | 0.04% | 0.04% | 64 | +156,449 | 181.35% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 241,409 | 3,420 | 0.0% | — | 65 | +241,409 | New | Q4 2025 | Feb 17, 2026 |
| Canal Insurance CO | History | Added to | 232,890 | 3,300 | 0.8% | 1.33% | 66 | +60,000 | 34.7% | Q4 2025 | Feb 03, 2026 |
| Voleon Capital Management LP | History | Added to | 228,341 | 3,235 | 0.07% | 0.01% | 67 | +220,847 | 2946.98% | Q4 2025 | Feb 17, 2026 |
| Crawford Fund Management, LLC | History | Added to | 225,500 | 3,195 | 0.42% | 1.11% | 68 | +33,000 | 17.14% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Reduced | 219,491 | 3,110 | 0.12% | 1.16% | 69 | -359,862 | -62.11% | Q4 2025 | Feb 23, 2026 |
| Cetera Investment Advisers | History | Added to | 214,705 | 3,036 | 0.0% | 0.01% | 70 | +28,246 | 15.15% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 212,716 | 3,014 | 0.0% | 0.01% | 71 | -48,103 | -18.44% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 207,000 | 2,933 | 0.01% | 0.0% | 72 | +189,535 | 1085.23% | Q4 2025 | Feb 09, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 204,401 | 2,896 | 0.0% | 0.0% | 73 | +122,494 | 149.55% | Q4 2025 | Jan 29, 2026 |
| Sculptor Capital LP | History | No change | 202,000 | 2,862 | 0.03% | 0.09% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 197,760 | 2,802 | 0.01% | 0.02% | 75 | +29,143 | 17.28% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 196,544 | 2,785 | 0.0% | 0.01% | 76 | -17,104 | -8.01% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 194,438 | 2,755 | 0.0% | — | 77 | +194,438 | New | Q4 2025 | Feb 17, 2026 |
| Itau Unibanco Holding S.A. | History | New | 188,000 | 2,690 | 0.06% | — | 78 | +188,000 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 178,688 | 2,531 | 0.0% | 0.01% | 79 | -6,436 | -3.48% | Q4 2025 | Feb 17, 2026 |
| DG Capital Management, LLC | History | New | 178,000 | 2,522 | 1.11% | — | 80 | +178,000 | New | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 173,449 | 2,457 | 0.01% | — | 81 | +173,449 | New | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 156,515 | 2,217 | 0.0% | 0.01% | 82 | -27,381 | -14.89% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 152,011 | 2,153 | 0.0% | 0.0% | 83 | +32,272 | 26.95% | Q4 2025 | Feb 17, 2026 |
| MAPLELANE CAPITAL, LLC | History | Reduced | 151,000 | 2,139 | 0.08% | 0.33% | 84 | -228,000 | -60.16% | Q4 2025 | Feb 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 150,211 | 2,128 | 0.02% | — | 85 | +150,211 | New | Q4 2025 | Feb 13, 2026 |
| DeepCurrents Investment Group LLC | History | New | 1,500 | 2,125 | 0.07% | — | 86 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 142,576 | 2,020 | 0.0% | 0.0% | 87 | +9,822 | 7.4% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | New | 140,467 | 1,990 | 0.03% | — | 88 | +140,467 | New | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 136,434 | 1,933 | 0.0% | 0.0% | 89 | -376,314 | -73.39% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 135,251 | 1,916 | 0.0% | 0.0% | 90 | -5,776 | -4.1% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 134,469 | 1,906 | 0.0% | 0.0% | 91 | +18,960 | 16.41% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 134,156 | 1,900 | 0.0% | 0.0% | 92 | +20,689 | 18.23% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 133,400 | 1,890 | 0.0% | 0.0% | 93 | +31,103 | 30.4% | Q4 2025 | Feb 11, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 125,000 | 1,771 | 0.13% | — | 94 | +125,000 | New | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 118,852 | 1,684 | 0.0% | — | 95 | +118,852 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 117,070 | 1,658 | 0.01% | 0.01% | 96 | +94,349 | 415.25% | Q4 2025 | Jan 26, 2026 |
| Fox Hill Wealth Management | History | Reduced | 112,712 | 1,597 | 0.74% | 2.04% | 97 | -8,114 | -6.72% | Q4 2025 | Feb 12, 2026 |
| Intesa Sanpaolo S.p.A. | History | New | 106,500 | 1,524 | 0.09% | — | 98 | +106,500 | New | Q4 2025 | Feb 17, 2026 |
| JAT Capital Mgmt LP | History | New | 104,738 | 1,484 | 1.6% | — | 99 | +104,738 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 101,125 | 1,432 | 0.0% | 0.0% | 100 | +7,364 | 7.85% | Q4 2025 | Feb 13, 2026 |
| CAZ INVESTMENTS LP | History | Added to | 101,000 | 1,431 | 2.48% | 0.07% | 101 | +100,000 | 10000.0% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 100,133 | 1,418 | 0.01% | 0.01% | 102 | +36,620 | 57.66% | Q4 2025 | Jan 30, 2026 |
| Pacer Advisors, Inc. | History | New | 98,314 | 1,393 | 0.0% | — | 103 | +98,314 | New | Q4 2025 | Feb 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 93,767 | 1,328 | 0.01% | 0.01% | 104 | +17,072 | 22.26% | Q4 2025 | Feb 17, 2026 |
| Marathon Trading Investment Management LLC | History | New | 92,195 | 1,306 | 0.03% | — | 105 | +92,195 | New | Q4 2025 | Feb 13, 2026 |
| Qsemble Capital Management, LP | History | New | 87,016 | 1,233 | 0.1% | — | 106 | +87,016 | New | Q4 2025 | Feb 05, 2026 |
| Verition Fund Management LLC | History | Reduced | 86,742 | 1,229 | 0.0% | 0.03% | 107 | -97,586 | -52.94% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 81,197 | 1,150 | 0.0% | 0.0% | 108 | -6,018 | -6.9% | Q4 2025 | Feb 19, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 81,064 | 1,148 | 0.33% | 0.9% | 109 | -542 | -0.66% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Partners, LLC | History | Added to | 80,720 | 1,143 | 0.08% | 0.09% | 110 | +45,320 | 128.02% | Q4 2025 | Jan 27, 2026 |
| Vontobel Holding Ltd. | History | Added to | 80,628 | 1,142 | 0.0% | 0.0% | 111 | +62,918 | 355.27% | Q4 2025 | Feb 13, 2026 |
| Ripple Effect Asset Management LP | History | New | 80,000 | 1,133 | 0.32% | — | 112 | +80,000 | New | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 78,041 | 1,105 | 0.04% | 0.02% | 113 | +61,849 | 381.97% | Q4 2025 | Feb 10, 2026 |
| PEAK6 LLC | History | Reduced | 76,900 | 1,089 | 0.0% | 0.03% | 114 | -550,900 | -87.75% | Q4 2025 | Mar 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 76,415 | 1,074 | 0.0% | 0.0% | 115 | +59,422 | 349.69% | Q4 2025 | Mar 20, 2026 |
| Caprock Group, LLC | History | Added to | 73,517 | 1,041 | 0.02% | 0.06% | 116 | +340 | 0.46% | Q4 2025 | Jan 28, 2026 |
| Holocene Advisors, LP | History | New | 72,154 | 1,022 | 0.0% | — | 118 | +72,154 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 72,187 | 1,022 | 0.0% | 0.01% | 117 | -1,957 | -2.64% | Q4 2025 | Feb 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 71,401 | 1,011 | 0.07% | — | 119 | +71,401 | New | Q4 2025 | Feb 17, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | Added to | 70,000 | 991 | 0.3% | 0.44% | 120 | +25,000 | 55.56% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 69,927 | 990 | 0.0% | 0.0% | 121 | +2,918 | 4.35% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 23,092 | 975 | 0.0% | 0.0% | 122 | -1,948 | -7.78% | Q4 2025 | Feb 11, 2026 |
| FORA Capital, LLC | History | New | 68,327 | 968 | 0.12% | — | 123 | +68,327 | New | Q4 2025 | Feb 13, 2026 |
| DnB Asset Management AS | History | Added to | 67,570 | 957 | 0.0% | 0.01% | 124 | +30,069 | 80.18% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 65,500 | 928 | 0.0% | 0.0% | 125 | +14,700 | 28.94% | Q4 2025 | Feb 17, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 64,615 | 915 | 0.0% | 0.01% | 126 | -18,928 | -22.66% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 64,141 | 908 | 0.01% | — | 127 | +64,141 | New | Q4 2025 | Feb 17, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 62,983 | 892 | 0.7% | 1.99% | 128 | -10,108 | -13.83% | Q4 2025 | Jan 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 61,294 | 868 | 0.0% | — | 129 | +61,294 | New | Q4 2025 | Feb 17, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 60,612 | 858 | 0.01% | — | 130 | +60,612 | New | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 60,039 | 850 | 0.01% | 0.02% | 131 | +8,084 | 15.56% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 59,636 | 845 | 0.0% | — | 132 | +59,636 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 59,322 | 840 | 0.01% | — | 133 | +59,322 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 58,972 | 835 | 0.0% | 0.0% | 134 | +46,470 | 371.7% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 58,845 | 833 | 0.02% | 0.04% | 135 | -31 | -0.05% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 57,930 | 820 | 0.0% | 0.02% | 136 | -37,930 | -39.57% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 55,892 | 791 | 0.0% | 0.0% | 137 | +33,862 | 153.71% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 55,780 | 790 | 0.0% | 0.0% | 138 | +19,257 | 52.73% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | New | 55,447 | 785 | 0.06% | — | 139 | +55,447 | New | Q4 2025 | Feb 17, 2026 |
| Audent Global Asset Management, LLC | History | New | 54,027 | 765 | 0.48% | — | 140 | +54,027 | New | Q4 2025 | Mar 10, 2026 |
| ALPS ADVISORS INC | History | New | 53,784 | 762 | 0.0% | — | 141 | +53,784 | New | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 53,666 | 760 | 0.01% | 0.02% | 142 | -6,812 | -11.26% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 53,549 | 758 | 0.02% | 0.05% | 143 | -1,787 | -3.23% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 52,675 | 746 | 0.0% | 0.01% | 144 | -11,659 | -18.12% | Q4 2025 | Feb 17, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 51,352 | 727 | 0.1% | 0.69% | 145 | -192,652 | -78.95% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 51,178 | 725 | 0.0% | 0.0% | 146 | -8,668 | -14.48% | Q4 2025 | Feb 17, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | New | 50,000 | 708 | 0.15% | — | 147 | +50,000 | New | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 49,994 | 708 | 0.01% | 0.02% | 148 | +26,619 | 113.88% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 49,436 | 700 | 0.06% | 0.12% | 149 | +11,093 | 28.93% | Q4 2025 | Jan 23, 2026 |
| JT Stratford LLC | History | Reduced | 48,376 | 685 | 0.09% | 0.24% | 150 | -619 | -1.26% | Q4 2025 | Feb 12, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 48,325 | 684 | 0.57% | 2.03% | 151 | -11,450 | -19.16% | Q4 2025 | Feb 09, 2026 |
| Rakuten Securities, Inc. | History | Added to | 47,158 | 668 | 0.22% | 0.39% | 152 | +17,755 | 60.38% | Q4 2025 | Jan 29, 2026 |
| SG Americas Securities, LLC | History | Reduced | 46,304 | 656 | 0.0% | 0.02% | 153 | -116,137 | -71.49% | Q4 2025 | Jan 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 44,400 | 629 | 0.0% | 0.0% | 154 | +14,100 | 46.53% | Q4 2025 | Jan 28, 2026 |
| CenterBook Partners LP | History | New | 44,005 | 623 | 0.03% | — | 155 | +44,005 | New | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 43,146 | 611 | 0.03% | — | 156 | +43,146 | New | Q4 2025 | Feb 12, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | New | 42,610 | 603 | 0.03% | — | 159 | +42,610 | New | Q4 2025 | Feb 06, 2026 |
| RFG Advisory, LLC | History | New | 42,595 | 603 | 0.01% | — | 157 | +42,595 | New | Q4 2025 | Feb 03, 2026 |
| Cypress Capital Management LLC (WY) | History | New | 42,572 | 603 | 0.56% | — | 158 | +42,572 | New | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 41,748 | 591 | 0.0% | 0.0% | 160 | -21,555 | -34.05% | Q4 2025 | Feb 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 41,687 | 590 | 0.01% | 0.02% | 161 | +20,000 | 92.22% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 41,578 | 589 | 0.0% | 0.0% | 162 | -54,274 | -56.62% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 40,666 | 576 | 0.02% | 0.04% | 163 | +9,815 | 31.81% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 40,529 | 574 | 0.02% | 0.05% | 164 | +6,620 | 19.52% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 40,172 | 569 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MRA Advisory Group | History | Added to | 39,902 | 565 | 0.24% | 0.4% | 166 | +14,551 | 57.4% | Q4 2025 | Jan 16, 2026 |
| Altshuler Shaham Ltd | History | Added to | 39,783 | 563 | 0.01% | 0.02% | 167 | +2,897 | 7.85% | Q4 2025 | Feb 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 39,664 | 562 | 0.07% | — | 168 | +39,664 | New | Q4 2025 | Jan 15, 2026 |
| Bayesian Capital Management, LP | History | New | 38,889 | 551 | 1.26% | — | 169 | +38,889 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 38,937 | 551 | 0.01% | 0.04% | 170 | +15,992 | 69.7% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 38,819 | 550 | 0.0% | 0.0% | 171 | +16,831 | 76.55% | Q4 2025 | Jan 27, 2026 |
| Arizona State Retirement System | History | Added to | 38,870 | 550 | 0.0% | 0.01% | 172 | +3,347 | 9.42% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,998 | 547 | 0.0% | 0.0% | 173 | +1,256 | 4.7% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,982 | 538 | 0.01% | 0.02% | 174 | +3,960 | 11.64% | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 37,442 | 530 | 0.02% | 0.04% | 175 | +5,746 | 18.13% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 37,173 | 526 | 0.01% | 0.02% | 176 | +14,935 | 67.16% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 36,369 | 515 | 0.01% | 0.01% | 177 | +22,910 | 170.22% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 36,181 | 512 | 0.0% | 0.01% | 178 | -17,431 | -32.51% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 35,483 | 502 | 0.0% | 0.01% | 179 | +401 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 35,138 | 497 | 0.05% | — | 180 | +35,138 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 34,900 | 495 | 0.0% | 0.0% | 181 | -7,600 | -17.88% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 34,659 | 491 | 0.0% | 0.0% | 182 | +13,210 | 61.59% | Q4 2025 | Jan 29, 2026 |
| CastleKnight Management LP | History | Reduced | 33,900 | 480 | 0.01% | 0.06% | 183 | -51,600 | -60.35% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 33,380 | 472 | 0.0% | 0.0% | 184 | +3,453 | 11.54% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 32,562 | 461 | 0.0% | 0.01% | 185 | -706 | -2.12% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Added to | 31,965 | 452 | 0.02% | 0.03% | 186 | +7,243 | 29.3% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 31,869 | 451 | 0.0% | 0.0% | 187 | -19,325 | -37.75% | Q4 2025 | Feb 12, 2026 |
| SIH Partners, LLLP | History | Reduced | 31,353 | 444 | 0.01% | 0.03% | 188 | -381 | -1.2% | Q4 2025 | Feb 17, 2026 |
| Themes Management Co LLC | History | New | 31,190 | 441 | 0.33% | — | 190 | +31,190 | New | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 31,137 | 441 | 0.0% | 0.0% | 189 | -21,293 | -40.61% | Q4 2025 | Mar 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,430 | 431 | 0.0% | 0.0% | 191 | -2,836 | -8.53% | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 30,395 | 430 | 0.01% | 0.04% | 192 | -16,743 | -35.52% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 30,127 | 426 | 0.01% | 0.01% | 193 | +13,003 | 75.93% | Q4 2025 | Feb 06, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 30,000 | 425 | 0.0% | 0.0% | 194 | -3,400 | -10.18% | Q4 2025 | Feb 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 29,945 | 424 | 0.01% | 0.02% | 195 | +8,517 | 39.75% | Q4 2025 | Jan 26, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 29,005 | 411 | 0.13% | 0.33% | 196 | -9,158 | -24.0% | Q4 2025 | Feb 02, 2026 |
| CSS LLC/IL | History | Reduced | 28,360 | 401 | 0.02% | 0.07% | 197 | -13,292 | -31.91% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,961 | 396 | 0.01% | 0.01% | 198 | +11,352 | 68.35% | Q4 2025 | Feb 03, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 27,518 | 389 | 0.02% | 0.01% | 199 | +19,711 | 252.48% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,425 | 388 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 27,375 | 387 | 0.0% | 0.01% | 201 | +10,753 | 64.69% | Q4 2025 | Feb 11, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 27,303 | 386 | 0.0% | 0.0% | 202 | +16,563 | 154.22% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 25,091 | 355 | 0.01% | — | 203 | +25,091 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 24,720 | 350 | 0.0% | 0.0% | 204 | -1,558 | -5.93% | Q4 2025 | Jan 26, 2026 |
| Leonteq Securities AG | History | Added to | 24,490 | 347 | 0.01% | 0.0% | 205 | +20,336 | 489.55% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 23,872 | 338 | 0.0% | 0.01% | 206 | -28,094 | -54.06% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 23,858 | 338 | 0.02% | 0.09% | 207 | -17,367 | -42.13% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Added to | 23,756 | 336 | 0.02% | 0.03% | 208 | +8,881 | 59.7% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,404 | 331 | 0.0% | 0.0% | 209 | +7,802 | 50.01% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 23,175 | 328 | 0.0% | 0.0% | 210 | +1,490 | 6.87% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,137 | 327 | 0.0% | 0.01% | 211 | -38,653 | -62.56% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,689 | 321 | 0.0% | 0.0% | 213 | +15,042 | 196.7% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 22,689 | 321 | 0.0% | 0.0% | 212 | -331 | -1.44% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,534 | 319 | 0.0% | 0.01% | 214 | +6,944 | 44.54% | Q4 2025 | Feb 12, 2026 |
| OneAscent Financial Services LLC | History | New | 22,028 | 312 | 0.03% | — | 215 | +22,028 | New | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 21,770 | 308 | 0.0% | — | 216 | +21,770 | New | Q4 2025 | Jan 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 21,389 | 303 | 0.0% | 0.01% | 217 | -163,220 | -88.41% | Q4 2025 | Jan 28, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 21,251 | 301 | 0.01% | — | 218 | +21,251 | New | Q4 2025 | Jan 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,170 | 299 | 0.0% | 0.01% | 219 | -11,117 | -34.43% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,693 | 293 | 0.0% | 0.0% | 220 | -1,038 | -4.78% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 20,667 | 292 | 0.0% | 0.0% | 221 | +8,351 | 67.81% | Q4 2025 | Feb 13, 2026 |
| Ballast Financial Advisors LLC | History | New | 20,200 | 286 | 0.29% | — | 222 | +20,200 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 20,072 | 284 | 0.0% | 0.01% | 223 | -242,615 | -92.36% | Q4 2025 | Feb 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 19,771 | 280 | 0.0% | 0.04% | 225 | -108,956 | -84.64% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 19,176 | 280 | 0.0% | 0.0% | 224 | +9,902 | 106.77% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,602 | 277 | 0.01% | 0.01% | 226 | +13,912 | 244.5% | Q4 2025 | Jan 28, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 19,188 | 271 | 0.03% | 0.11% | 227 | -7,255 | -27.44% | Q4 2025 | Jan 20, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 18,700 | 264 | 0.11% | 0.46% | 228 | -11,100 | -37.25% | Q4 2025 | Feb 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 18,647 | 264 | 0.0% | 0.0% | 229 | +10,092 | 117.97% | Q4 2025 | Jan 30, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 18,145 | 257 | 0.01% | 0.04% | 230 | -10,381 | -36.39% | Q4 2025 | Feb 06, 2026 |
| Cane Capital Partners, LLC | History | New | 17,724 | 251 | 0.1% | — | 231 | +17,724 | New | Q4 2025 | Jan 21, 2026 |
| Boundless Plain Holdings Ltd | History | New | 17,605 | 249 | 0.08% | — | 232 | +17,605 | New | Q4 2025 | Feb 09, 2026 |
| KG&L Capital Management,LLC | History | New | 17,374 | 246 | 0.06% | — | 234 | +17,374 | New | Q4 2025 | Jan 23, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 17,419 | 246 | 0.12% | 0.32% | 233 | -240 | -1.36% | Q4 2025 | Jan 26, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,345 | 245 | 0.0% | 0.0% | 235 | +9,618 | 124.47% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 17,043 | 241 | 0.0% | 0.01% | 236 | -27,793 | -61.99% | Q4 2025 | Feb 12, 2026 |
| Belvedere Trading LLC | History | New | 16,820 | 238 | 0.0% | — | 237 | +16,820 | New | Q4 2025 | Feb 10, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 16,737 | 237 | 0.05% | 0.08% | 238 | +6,700 | 66.75% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 16,650 | 235 | 0.04% | 0.08% | 239 | +2,380 | 16.68% | Q4 2025 | Jan 21, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | New | 17,363 | 231 | 0.14% | — | 240 | +17,363 | New | Q4 2025 | Feb 27, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,987 | 226 | 0.0% | 0.0% | 241 | -17,826 | -52.72% | Q4 2025 | Feb 11, 2026 |
| Lauer Wealth, LLC | History | Added to | 11,388 | 224 | 0.17% | 0.35% | 242 | +2,326 | 25.67% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,694 | 222 | 0.0% | 0.02% | 244 | -34,113 | -68.49% | Q4 2025 | Jan 20, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 15,707 | 222 | 0.01% | — | 243 | +15,684 | 68191.3% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 15,586 | 220 | 0.0% | 0.0% | 245 | -52,968 | -77.26% | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 15,555 | 220 | 0.01% | 0.06% | 246 | -35,358 | -69.45% | Q4 2025 | Feb 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 15,500 | 219 | 0.03% | 0.74% | 247 | -84,500 | -84.5% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 15,400 | 218 | 0.0% | 0.0% | 248 | +1,200 | 8.45% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | New | 15,285 | 216 | 0.0% | — | 249 | +15,285 | New | Q4 2025 | Feb 09, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 15,309 | 216 | 0.03% | 0.3% | 250 | +371 | 2.48% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 15,178 | 215 | 0.0% | 0.01% | 251 | -8,594 | -36.15% | Q4 2025 | Feb 10, 2026 |
| Kaizen Financial Strategies | History | Reduced | 15,175 | 215 | 0.09% | 0.27% | 252 | -3,440 | -18.48% | Q4 2025 | Jan 21, 2026 |
| Regal Investment Advisors LLC | History | Added to | 15,115 | 214 | 0.01% | 0.03% | 253 | +1,710 | 12.76% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,031 | 212 | 0.0% | 0.03% | 255 | -22,118 | -59.54% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 15,024 | 212 | 0.0% | 0.0% | 254 | +7,524 | 100.32% | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 14,759 | 209 | 0.01% | — | 256 | +14,759 | New | Q4 2025 | Jan 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 14,628 | 207 | 0.01% | — | 257 | +14,628 | New | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,790 | 195 | 0.01% | 0.02% | 258 | +2,885 | 26.46% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 13,699 | 194 | 0.03% | 0.07% | 259 | -416 | -2.95% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,463 | 191 | 0.0% | 0.01% | 260 | -59,441 | -81.53% | Q4 2025 | Feb 11, 2026 |
| R Squared Ltd | History | Added to | 13,510 | 191 | 0.09% | 0.1% | 261 | +7,235 | 115.3% | Q4 2025 | Jan 30, 2026 |
| Balboa Wealth Partners | History | Added to | 13,465 | 190 | 0.03% | 0.08% | 262 | +756 | 5.95% | Q4 2025 | Jan 16, 2026 |
| Valeo Financial Advisors, LLC | History | New | 13,134 | 186 | 0.0% | — | 264 | +13,134 | New | Q4 2025 | Feb 04, 2026 |
| Legacy Advisors, LLC | History | No change | 13,140 | 186 | 0.02% | 0.06% | 263 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,066 | 185 | 0.0% | 0.0% | 265 | -342,179 | -96.32% | Q4 2025 | Feb 12, 2026 |
| Black Maple Capital Management LP | History | New | 13,000 | 184 | 0.13% | — | 266 | +13,000 | New | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 12,984 | 183 | 0.04% | 0.01% | 267 | +11,631 | 859.65% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Reduced | 12,834 | 181 | 0.0% | 0.03% | 270 | -23,122 | -64.31% | Q4 2025 | Feb 04, 2026 |
| Man Group plc | History | New | 12,800 | 181 | 0.0% | — | 269 | +12,800 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,789 | 181 | 0.0% | 0.0% | 268 | +4,401 | 52.47% | Q4 2025 | Feb 06, 2026 |
| Modus Advisors, LLC | History | New | 12,601 | 178 | 0.05% | — | 272 | +12,601 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,564 | 178 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Advisors LLC | History | New | 12,500 | 177 | 0.03% | — | 273 | +12,500 | New | Q4 2025 | Jan 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,400 | 175 | 0.0% | 0.01% | 274 | +4,179 | 50.83% | Q4 2025 | Jan 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 12,309 | 174 | 0.05% | — | 277 | +12,309 | New | Q4 2025 | Jan 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 12,300 | 174 | 0.0% | — | 275 | +12,300 | New | Q4 2025 | Feb 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 12,305 | 174 | 0.1% | 0.26% | 276 | -289 | -2.29% | Q4 2025 | Jan 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 10,517 | 171 | 0.0% | 0.0% | 278 | -958 | -8.35% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 12,024 | 170 | 0.0% | — | 280 | +12,024 | New | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,013 | 170 | 0.0% | 0.0% | 279 | -526 | -4.19% | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,891 | 168 | 0.0% | 0.0% | 281 | +4,518 | 61.28% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,839 | 167 | 0.0% | 0.0% | 282 | -420 | -3.43% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,422 | 161 | 0.0% | 0.0% | 283 | -7,341 | -39.12% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | New | 11,317 | 160 | 0.01% | — | 284 | +11,317 | New | Q4 2025 | Jan 26, 2026 |
| Concorde Asset Management, LLC | History | Added to | 11,280 | 159 | 0.06% | 0.12% | 285 | +3,930 | 53.47% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 11,063 | 156 | 0.01% | 0.02% | 286 | +2,563 | 30.15% | Q4 2025 | Jan 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,756 | 152 | 0.0% | 0.0% | 287 | -13,142 | -54.99% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 10,867 | 152 | 0.0% | 0.02% | 288 | -6,928 | -38.93% | Q4 2025 | Jan 30, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 10,738 | 152 | 0.01% | 0.03% | 289 | -679 | -5.95% | Q4 2025 | Jan 29, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 10,603 | 151 | 0.02% | — | 290 | +10,603 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 10,637 | 150 | 0.0% | — | 292 | +10,637 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,594 | 150 | 0.0% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | New | 10,380 | 147 | 0.0% | — | 293 | +10,380 | New | Q4 2025 | Feb 10, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 10,350 | 146 | 0.02% | 0.03% | 294 | +4,203 | 68.37% | Q4 2025 | Feb 10, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | New | 10,300 | 145 | 0.07% | — | 295 | +10,300 | New | Q4 2025 | Feb 03, 2026 |
| Scientech Research LLC | History | New | 10,134 | 143 | 0.09% | — | 297 | +10,134 | New | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 10,155 | 143 | 0.01% | 0.03% | 296 | -357 | -3.4% | Q4 2025 | Jan 28, 2026 |
| Amundi | History | New | 10,015 | 141 | 0.0% | — | 299 | +10,015 | New | Q4 2025 | Feb 17, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | New | 10,000 | 141 | 0.03% | — | 298 | +10,000 | New | Q4 2025 | Jan 08, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 9,922 | 140 | 0.05% | 0.12% | 300 | +940 | 10.47% | Q4 2025 | Jan 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,200 | 130 | 0.0% | 0.0% | 301 | -14,350 | -60.93% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 8,167 | 115 | 0.03% | 0.08% | 302 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Spire Wealth Management | History | Reduced | 7,873 | 111 | 0.0% | 0.01% | 303 | -113 | -1.41% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,745 | 109 | 0.01% | 0.03% | 304 | -1,444 | -15.71% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 7,592 | 107 | 0.0% | 0.0% | 305 | +3,608 | 90.56% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,874 | 97 | 0.0% | 0.0% | 306 | +6,819 | 12398.18% | Q4 2025 | Jan 13, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 6,171 | 87 | 0.05% | 0.32% | 307 | -10,518 | -63.02% | Q4 2025 | Jan 22, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 5,000 | 70 | 0.13% | 0.3% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | Added to | 4,871 | 69 | 0.0% | 0.0% | 309 | +1,690 | 53.13% | Q4 2025 | Jan 26, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 4,500 | 63 | 0.01% | 0.03% | 310 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 4,000 | 56 | 0.0% | — | 312 | +4,000 | New | Q4 2025 | Jan 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,984 | 56 | 0.0% | 0.0% | 311 | -124 | -3.02% | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 3,827 | 54 | 0.03% | — | 313 | +3,827 | New | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 3,796 | 53 | 0.01% | 0.02% | 314 | -280 | -6.87% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Added to | 3,739 | 52 | 0.0% | 0.0% | 315 | +772 | 26.02% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,585 | 51 | 0.0% | — | 317 | +3,571 | 25507.14% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 3,612 | 51 | 0.01% | 0.02% | 316 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,384 | 47 | 0.0% | 0.11% | 318 | -111,844 | -97.06% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 3,000 | 42 | 0.0% | — | 319 | +3,000 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,883 | 40 | 0.0% | 0.02% | 320 | -527,917 | -99.46% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 2,675 | 40 | 0.05% | 0.08% | 321 | +75 | 2.88% | Q4 2025 | Feb 10, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 2,673 | 37 | 0.03% | 0.04% | 324 | -7,465 | -73.63% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,628 | 37 | 0.0% | 0.0% | 323 | +1,253 | 91.13% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,620 | 37 | 0.0% | 0.0% | 322 | +610 | 30.35% | Q4 2025 | Feb 12, 2026 |
| Knuff & Co LLC | History | New | 2,500 | 35 | 0.01% | — | 325 | +2,500 | New | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,499 | 35 | 0.0% | 0.01% | 326 | +374 | 17.6% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,419 | 34 | 0.0% | 0.0% | 327 | +592 | 32.4% | Q4 2025 | Feb 09, 2026 |
| Strategic Advocates LLC | History | Added to | 2,321 | 33 | 0.01% | 0.01% | 328 | +1,624 | 233.0% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 2,310 | 32 | 0.0% | 0.0% | 329 | +265 | 12.96% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 2,312 | 32 | 0.01% | 0.03% | 331 | -257 | -10.0% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,250 | 32 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 2,210 | 31 | 0.0% | 0.01% | 332 | -218,834 | -99.0% | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 2,150 | 30 | 0.02% | — | 334 | +2,150 | New | Q4 2025 | Feb 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,164 | 30 | 0.0% | 0.0% | 333 | +418 | 23.94% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,904 | 27 | 0.0% | 0.0% | 335 | +757 | 66.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,806 | 25 | 0.0% | 0.0% | 337 | -100 | -5.25% | Q4 2025 | Jan 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,791 | 25 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,757 | 24 | 0.0% | 0.0% | 338 | +307 | 21.17% | Q4 2025 | Feb 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,689 | 23 | 0.0% | 0.0% | 339 | -1,266 | -42.84% | Q4 2025 | Jan 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,666 | 23 | 0.0% | 0.01% | 341 | +750 | 81.88% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,650 | 23 | 0.0% | 0.0% | 342 | -200 | -10.81% | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,675 | 23 | 0.0% | 0.0% | 340 | -101 | -5.69% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,613 | 22 | 0.0% | 0.01% | 343 | -4,585 | -73.98% | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,448 | 21 | 0.02% | — | 344 | +1,448 | New | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | Reduced | 1,440 | 20 | 0.0% | 0.0% | 345 | -2,914 | -66.93% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,422 | 20 | 0.0% | 0.0% | 346 | +824 | 137.79% | Q4 2025 | Feb 03, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 1,372 | 19 | 0.0% | 0.01% | 348 | +672 | 96.0% | Q4 2025 | Jan 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,400 | 19 | 0.0% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 1,290 | 18 | 0.01% | 0.0% | 350 | +1,170 | 975.0% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,320 | 18 | 0.0% | 0.0% | 349 | +295 | 28.78% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 1,267 | 17 | 0.0% | 0.0% | 351 | -1,732 | -57.75% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,250 | 17 | 0.0% | — | 353 | +1,250 | New | Q4 2025 | Feb 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 1,250 | 17 | 0.0% | 0.0% | 352 | +100 | 8.7% | Q4 2025 | Jan 23, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,111 | 15 | 0.0% | — | 356 | +1,111 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,060 | 15 | 0.0% | 0.0% | 355 | +500 | 89.29% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,071 | 15 | 0.0% | 0.0% | 354 | -425 | -28.41% | Q4 2025 | Feb 09, 2026 |
| CrossGen Wealth, LLC | History | New | 1,058 | 14 | 0.01% | — | 360 | +1,058 | New | Q4 2025 | Feb 19, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,020 | 14 | 0.0% | — | 357 | +1,020 | New | Q4 2025 | Feb 13, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 850 | 14 | 0.0% | 0.01% | 359 | +350 | 70.0% | Q4 2025 | Feb 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,058 | 14 | 0.0% | 0.01% | 358 | -42 | -3.82% | Q4 2025 | Jan 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 971 | 13 | 0.0% | 0.0% | 362 | -199 | -17.01% | Q4 2025 | Jan 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 950 | 13 | 0.0% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 915 | 12 | 0.0% | 0.01% | 363 | -960 | -51.2% | Q4 2025 | Jan 20, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 850 | 12 | 0.02% | 0.01% | 365 | +650 | 325.0% | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 850 | 12 | 0.01% | 0.02% | 364 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 846 | 11 | 0.0% | 0.0% | 367 | +539 | 175.57% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 600 | 11 | 0.0% | 0.0% | 368 | +300 | 100.0% | Q4 2025 | Jan 22, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 825 | 11 | 0.0% | 0.01% | 366 | +145 | 21.32% | Q4 2025 | Jan 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 766 | 10 | 0.01% | — | 372 | +766 | New | Q4 2025 | Feb 19, 2026 |
| Solstein Capital, LLC | History | New | 750 | 10 | 0.0% | — | 370 | +750 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 740 | 10 | 0.0% | — | 369 | +740 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 775 | 10 | 0.0% | 0.0% | 371 | -65 | -7.74% | Q4 2025 | Jan 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 700 | 9 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 625 | 8 | 0.0% | — | 374 | +625 | New | Q4 2025 | Jan 30, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 524 | 7 | 0.0% | 0.01% | 376 | -2,695 | -83.72% | Q4 2025 | Jan 27, 2026 |
| SHP Wealth Management | History | New | 511 | 7 | 0.0% | — | 379 | +511 | New | Q4 2025 | Mar 04, 2026 |
| Fairscale Capital, LLC | History | New | 500 | 7 | 0.0% | — | 382 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 514 | 7 | 0.0% | 0.0% | 375 | +243 | 89.67% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 500 | 7 | 0.0% | 0.0% | 377 | -200 | -28.57% | Q4 2025 | Feb 02, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 549 | 7 | 0.0% | 0.0% | 381 | +145 | 35.89% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | No change | 550 | 7 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GoalVest Advisory LLC | History | No change | 503 | 7 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MAI Capital Management | History | Reduced | 448 | 6 | 0.0% | 0.0% | 383 | -1,206 | -72.91% | Q4 2025 | Feb 13, 2026 |
| Strive Financial Group ,LLC | History | New | 425 | 6 | 0.0% | — | 384 | +425 | New | Q4 2025 | Feb 18, 2026 |
| Meramec Financial Planners, LLC | History | New | 359 | 6 | 0.0% | — | 385 | +359 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 419 | 5 | 0.0% | 0.0% | 387 | -2,870 | -87.26% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | New | 400 | 5 | 0.0% | — | 386 | +400 | New | Q4 2025 | Jan 23, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 398 | 5 | 0.0% | — | 392 | +398 | New | Q4 2025 | Feb 11, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 355 | 5 | 0.0% | 0.0% | 394 | +221 | 164.93% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 383 | 5 | 0.0% | 0.0% | 391 | -106 | -21.68% | Q4 2025 | Feb 06, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 363 | 5 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JNBA Financial Advisors | History | No change | 400 | 5 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 417 | 5 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SouthState Bank Corp | History | Reduced | 331 | 4 | 0.0% | 0.0% | 395 | -1,969 | -85.61% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | Reduced | 283 | 4 | 0.0% | 0.0% | 397 | -1,802 | -86.43% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 332 | 4 | 0.0% | 0.0% | 399 | -238 | -41.75% | Q4 2025 | Jan 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 300 | 4 | 0.0% | 0.0% | 398 | -10 | -3.23% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 350 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | No change | 326 | 4 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | No change | 257 | 4 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quattro Advisors LLC | History | New | 250 | 3 | 0.0% | — | 409 | +250 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 240 | 3 | 0.0% | 0.0% | 403 | +200 | 500.0% | Q4 2025 | Feb 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 235 | 3 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Pacific Center for Financial Services | History | No change | 100 | 3 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 215 | 3 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gordian Capital Singapore Pte Ltd | History | No change | 272 | 3 | 0.0% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | No change | 227 | 3 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 200 | 2 | 0.0% | — | 423 | +200 | New | Q4 2025 | Jan 27, 2026 |
| Basepoint Wealth LLC | History | New | 200 | 2 | 0.0% | — | 425 | +200 | New | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 208 | 2 | 0.0% | — | 412 | +199 | 2211.11% | Q4 2025 | Feb 12, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 154 | 2 | 0.0% | — | 421 | +154 | New | Q4 2025 | Jan 30, 2026 |
| MCF Advisors LLC | History | Added to | 145 | 2 | 0.0% | 0.0% | 415 | +105 | 262.5% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | Added to | 123 | 2 | 0.0% | — | 422 | +103 | 515.0% | Q4 2025 | Feb 18, 2026 |
| Accordant Advisory Group Inc | History | Added to | 180 | 2 | 0.0% | 0.0% | 424 | +100 | 125.0% | Q4 2025 | Jan 22, 2026 |
| FIRST HORIZON CORP | History | Added to | 189 | 2 | 0.0% | 0.0% | 410 | +97 | 105.43% | Q4 2025 | Jan 27, 2026 |
| Avion Wealth | History | Reduced | 184 | 2 | 0.0% | 0.0% | 418 | -30 | -14.02% | Q4 2025 | Jan 23, 2026 |
| Orion Capital Management LLC | History | Added to | 179 | 2 | 0.0% | 0.0% | 420 | +13 | 7.83% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 150 | 2 | 0.0% | 0.01% | 411 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 206 | 2 | 0.0% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 2 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hurley Capital, LLC | History | No change | 151 | 2 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,783 | 1 | 0.0% | 0.0% | 430 | +1,675 | 1550.93% | Q4 2025 | Feb 18, 2026 |
| SWAN Capital LLC | History | Added to | 135 | 1 | 0.0% | 0.0% | 431 | +100 | 285.71% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 100 | 1 | 0.0% | — | 435 | +100 | New | Q4 2025 | Feb 03, 2026 |
| Ankerstar Wealth, LLC | History | New | 100 | 1 | 0.0% | — | 436 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 100 | 1 | 0.0% | — | 437 | +100 | New | Q4 2025 | Feb 18, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 82 | 1 | 0.0% | — | 427 | +82 | New | Q4 2025 | Jan 07, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 83 | 1 | 0.0% | — | 434 | +68 | 453.33% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 119 | 1 | 0.0% | 0.0% | 428 | +44 | 58.67% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | No change | 104 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 100 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Hilltop National Bank | History | No change | 75 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.16% | — | -1,444,019 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -915,975 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.02% | — | -398,518 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Vennlight Capital Management, LP | History | Closed out | 0 | 0 | — | 9.01% | — | -192,406 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -181,733 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -113,667 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -104,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -65,274 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -62,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.09% | — | -61,142 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Andar Capital Management HK Ltd | History | Closed out | 0 | 0 | — | 2.18% | — | -60,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.13% | — | -55,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ARDSLEY ADVISORY PARTNERS LP | History | Closed out | 0 | 0 | — | 0.22% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -46,725 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -45,009 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -45,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Castle Rock Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -42,040 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.33% | — | -42,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MYDA Advisors LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -40,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,314 | -100.0% | Q3 2025 | Oct 23, 2025 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -31,020 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WEALTH EFFECTS LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -28,500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,385 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Paloma Partners Management Co | History | Closed out | 0 | 0 | — | 0.14% | — | -24,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -22,729 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,102 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -22,052 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,897 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -18,673 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -16,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,030 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,024 | -100.0% | Q3 2025 | Oct 28, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -13,578 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,284 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -12,900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -12,615 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -12,570 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,528 | -100.0% | Q3 2025 | Oct 06, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -12,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -12,184 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -11,226 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,056 | -100.0% | Q3 2025 | Oct 27, 2025 |
| 360 Financial, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -10,478 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sloy Dahl & Holst, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,919 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,706 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,568 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -9,469 | -100.0% | Q3 2025 | Oct 09, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -9,454 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Generali Investments, Management Co LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,372 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,369 | -100.0% | Q3 2025 | Nov 20, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,957 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,902 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Family Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -8,682 | -100.0% | Q3 2025 | Oct 27, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -8,511 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Advisors Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,240 | -100.0% | Q3 2025 | Oct 16, 2025 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.03% | — | -8,223 | -100.0% | Q3 2025 | Oct 16, 2025 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -8,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,984 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,949 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,910 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7,799 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,700 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Cadent Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,650 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,538 | -100.0% | Q3 2025 | Nov 13, 2025 |
| James J. Burns & Company, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,530 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Peregrine Asset Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,450 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -6,931 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Accel Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -6,877 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,836 | -100.0% | Q3 2025 | Nov 21, 2025 |
| McGuire Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,664 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -6,378 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Zullo Investment Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,350 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Bridgewealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,347 | -100.0% | Q3 2025 | Oct 23, 2025 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,220 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,151 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,115 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,072 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,993 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,889 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,675 | -100.0% | Q3 2025 | Nov 06, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,584 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Delta Accumulation, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.0% | — | -4,634 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Global Trust Asset Management, LLC | History | Reduced | 15 | 0 | — | 0.07% | — | -4,411 | -99.66% | Q4 2025 | Jan 20, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,286 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,119 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ORG Partners LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -510 | -96.23% | Q4 2025 | Jan 14, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 48 | 0 | — | 0.0% | — | -446 | -90.28% | Q4 2025 | Jan 08, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Parker Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -82 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Laurel Wealth Advisors LLC | History | New | 70 | 0 | — | — | — | +70 | New | Q4 2025 | Jan 30, 2026 |
| Purpose Unlimited Inc. | History | New | 65 | 0 | — | — | — | +65 | New | Q4 2025 | Mar 20, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Dec 15, 2025 |
| ENTRUST FINANCIAL LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 06, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 08, 2025 |
| POM Investment Strategies, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LRI Investments, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 04, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 09, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Quarry LP | History | Reduced | 57 | 0 | — | 0.0% | — | -14 | -19.72% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 15, 2026 |
| IMG Wealth Management, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 24 | 0 | — | — | — | +3 | 14.29% | Q4 2025 | Jan 27, 2026 |
| CVA Family Office, LLC | History | Added to | 24 | 0 | — | — | — | +3 | 14.29% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tradewinds Capital Management, LLC | History | Added to | 60 | 0 | — | 0.0% | — | +2 | 3.45% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 38 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Investors Research Corp | History | No change | 70 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 35 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Scarborough Advisors, LLC | History | No change | 63 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aspect Partners, LLC | History | No change | 52 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | No change | 49 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |