StoneX Group Inc. - SNEX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,993,155 | 665,258 | 0.01% | 0.01% | 1 | +327,165 | 4.91% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,031,545 | 383,520 | 0.01% | 0.01% | 2 | +11,240 | 0.28% | Q4 2025 | Jan 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,851,468 | 271,261 | 0.03% | 0.03% | 3 | +439,771 | 18.23% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,040,126 | 194,077 | 0.1% | 0.11% | 4 | -116,739 | -5.41% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 1,829,897 | 174,078 | 0.01% | 0.01% | 5 | +6,220 | 0.34% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,403,302 | 133,506 | 0.03% | 0.03% | 6 | -13,693 | -0.97% | Q4 2025 | Feb 12, 2026 |
| AltraVue Capital, LLC | History | Reduced | 1,311,632 | 124,775 | 10.28% | 10.99% | 7 | -2,080 | -0.16% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,212,568 | 115,369 | 0.01% | 0.01% | 8 | +74,515 | 6.55% | Q4 2025 | Feb 09, 2026 |
| Van Berkom & Associates Inc. | History | Reduced | 1,143,509 | 108,782 | 3.14% | 3.5% | 9 | -56,829 | -4.73% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,087,427 | 103,447 | 0.02% | 0.02% | 10 | +145,585 | 15.46% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 735,933 | 70,009 | 0.0% | 0.0% | 11 | -22,457 | -2.96% | Q4 2025 | Feb 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 707,835 | 67,336 | 3.93% | 4.16% | 12 | -3,018 | -0.42% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 656,791 | 62,480 | 0.0% | 0.0% | 13 | +54,851 | 9.11% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 611,966 | 58,216 | 0.01% | 0.01% | 14 | +70,886 | 13.1% | Q4 2025 | Feb 19, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 610,633 | 58,089 | 0.1% | 0.16% | 15 | -191,953 | -23.92% | Q4 2025 | Mar 16, 2026 |
| Boston Partners | History | Added to | 592,635 | 57,147 | 0.06% | 0.04% | 16 | +174,594 | 41.76% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 566,644 | 53,904 | 0.01% | 0.01% | 17 | +43,393 | 8.29% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 536,666 | 51,053 | 0.01% | 0.01% | 18 | +27,111 | 5.32% | Q4 2025 | Feb 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 513,300 | 48,830 | 1.73% | 1.89% | 19 | -29,500 | -5.43% | Q4 2025 | Jan 27, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 483,833 | 46,027 | 0.31% | 0.31% | 20 | +60,075 | 14.18% | Q4 2025 | Feb 17, 2026 |
| Nine Ten Capital Management LLC | History | Reduced | 397,486 | 37,813 | 11.97% | 10.86% | 21 | -20,000 | -4.79% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 387,274 | 36,841 | 0.0% | 0.0% | 22 | +226,961 | 141.57% | Q4 2025 | Mar 25, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 368,949 | 35,098 | 0.36% | 0.42% | 23 | -186,822 | -33.61% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 363,673 | 34,597 | 0.02% | 0.07% | 24 | -841,416 | -69.82% | Q4 2025 | Feb 19, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 298,329 | 28,380 | 3.16% | 3.52% | 25 | -14,915 | -4.76% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 291,861 | 27,764 | 0.01% | 0.01% | 26 | +22,389 | 8.31% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 276,811 | 26,333 | 0.0% | 0.01% | 27 | -23,282 | -7.76% | Q4 2025 | Feb 10, 2026 |
| Perpetual Ltd | History | Reduced | 270,886 | 25,769 | 0.37% | 0.46% | 28 | -96,839 | -26.33% | Q4 2025 | Jan 20, 2026 |
| Nuveen, LLC | History | Added to | 269,803 | 25,666 | 0.01% | 0.01% | 29 | +3,768 | 1.42% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 269,198 | 25,608 | 0.06% | 0.06% | 30 | -12,129 | -4.31% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 259,961 | 24,730 | 0.96% | 1.15% | 31 | -15,379 | -5.59% | Q4 2025 | Feb 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 233,774 | 22,238 | 1.39% | 1.52% | 32 | +5,608 | 2.46% | Q4 2025 | Jan 21, 2026 |
| NORGES BANK | History | New | 233,020 | 22,167 | 0.0% | — | 33 | +233,020 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 215,387 | 20,489 | 0.0% | 0.0% | 34 | +59,910 | 38.53% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 202,802 | 19,292 | 0.06% | 0.11% | 35 | -104,001 | -33.9% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 191,030 | 18,602 | 0.03% | 0.03% | 36 | +33,997 | 21.65% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 184,796 | 17,579 | 0.0% | 0.0% | 37 | +49,410 | 36.5% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 183,050 | 17,413 | 0.0% | 0.0% | 38 | -62,561 | -25.47% | Q4 2025 | Jan 29, 2026 |
| Aberdeen Group plc | History | Reduced | 167,842 | 15,966 | 0.02% | 0.03% | 39 | -29,870 | -15.11% | Q4 2025 | Jan 16, 2026 |
| Private Capital Management, LLC | History | Reduced | 167,186 | 15,904 | 1.46% | 1.52% | 40 | -1,189 | -0.71% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 164,249 | 15,626 | 0.02% | 0.0% | 41 | +154,367 | 1562.1% | Q4 2025 | Feb 05, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 161,394 | 15,353 | 0.01% | 0.01% | 42 | +19,650 | 13.86% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 156,113 | 15,226 | 0.0% | 0.01% | 43 | -46,115 | -22.8% | Q4 2025 | Feb 18, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 158,516 | 15,079 | 1.17% | 1.26% | 44 | -25,028 | -13.64% | Q4 2025 | Feb 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 157,839 | 15,015 | 0.2% | — | 45 | +157,839 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 156,037 | 14,838 | 0.02% | 0.02% | 46 | -6,663 | -4.1% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 155,729 | 14,814 | 0.05% | 0.06% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 145,065 | 13,800 | 0.02% | 0.02% | 48 | -137 | -0.09% | Q4 2025 | Feb 12, 2026 |
| Phocas Financial Corp. | History | Reduced | 136,202 | 12,956 | 1.68% | 1.79% | 49 | -335 | -0.25% | Q4 2025 | Jan 26, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 130,966 | 12,459 | 0.01% | 0.01% | 50 | -7,743 | -5.58% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 127,419 | 12,121 | 0.0% | 0.0% | 51 | +14,225 | 12.57% | Q4 2025 | Feb 11, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 127,168 | 12,097 | 0.01% | 0.02% | 52 | -18,956 | -12.97% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 125,594 | 11,947 | 0.0% | 0.0% | 53 | -3,262 | -2.53% | Q4 2025 | Feb 10, 2026 |
| 12th Street Asset Management Company, LLC | History | Added to | 124,321 | 11,826 | 1.95% | 2.12% | 54 | +404 | 0.33% | Q4 2025 | Feb 09, 2026 |
| Legato Capital Management LLC | History | No change | 122,633 | 11,666 | 1.0% | 1.35% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | Reduced | 115,731 | 11,009 | 0.0% | 0.0% | 56 | -5,205 | -4.3% | Q4 2025 | Feb 09, 2026 |
| Man Group plc | History | Added to | 109,035 | 10,372 | 0.02% | 0.01% | 57 | +28,070 | 34.67% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 103,536 | 9,849 | 0.0% | 0.01% | 58 | -44,857 | -30.23% | Q4 2025 | Feb 10, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 100,367 | 9,547 | 0.1% | 0.11% | 59 | -11,100 | -9.96% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 98,788 | 9,397 | 0.0% | 0.0% | 60 | +36,299 | 58.09% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 94,082 | 8,950 | 0.0% | 0.0% | 61 | +9,627 | 11.4% | Q4 2025 | Feb 13, 2026 |
| Hiddenite Capital Partners LP | History | No change | 88,926 | 8,459 | 1.1% | 1.63% | 62 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Swiss National Bank | History | Added to | 87,475 | 8,321 | 0.0% | 0.0% | 63 | +2,100 | 2.46% | Q4 2025 | Feb 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 85,740 | 8,156 | 0.63% | 0.74% | 64 | -8,137 | -8.67% | Q4 2025 | Jan 20, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 83,164 | 7,911 | 0.01% | — | 65 | +83,164 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 78,178 | 7,437 | 0.0% | 0.0% | 66 | +10,692 | 15.84% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 77,367 | 7,359 | 0.0% | 0.0% | 67 | +990 | 1.3% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 75,947 | 7,224 | 0.02% | 0.02% | 68 | +2,255 | 3.06% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 72,115 | 6,860 | 0.01% | 0.0% | 69 | +36,287 | 101.28% | Q4 2025 | Feb 13, 2026 |
| Polar Capital Holdings Plc | History | New | 71,055 | 6,759 | 0.03% | — | 70 | +71,055 | New | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Reduced | 64,891 | 6,173 | 0.17% | 0.23% | 71 | -17,348 | -21.09% | Q4 2025 | Feb 11, 2026 |
| Jefferson Bridge Capital, LLC | History | New | 63,940 | 6,082 | 6.12% | — | 72 | +63,940 | New | Q4 2025 | Jan 21, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 61,407 | 5,841 | 0.57% | 0.5% | 73 | +9,734 | 18.84% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 59,005 | 5,613 | 0.01% | 0.0% | 74 | +56,330 | 2105.79% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 59,000 | 5,612 | 0.0% | 0.0% | 75 | +1,700 | 2.97% | Q4 2025 | Feb 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 57,142 | 5,435 | 0.77% | 0.82% | 76 | +460 | 0.81% | Q4 2025 | Jan 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 56,773 | 5,400 | 0.0% | 0.0% | 77 | +34,179 | 151.27% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 56,642 | 5,388 | 0.0% | 0.0% | 78 | +4,111 | 7.83% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 53,836 | 5,121 | 0.01% | 0.01% | 79 | -3,223 | -5.65% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 53,016 | 5,043 | 0.0% | 0.0% | 80 | -993 | -1.84% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | No change | 52,500 | 4,994 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 52,346 | 4,979 | 0.0% | 0.0% | 82 | +375 | 0.72% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 50,706 | 4,823 | 0.01% | 0.01% | 83 | -5,341 | -9.53% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | New | 49,819 | 4,739 | 0.15% | — | 84 | +49,819 | New | Q4 2025 | Jan 23, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 49,525 | 4,711 | 0.14% | — | 85 | +49,525 | New | Q4 2025 | Jan 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 48,571 | 4,619 | 0.0% | 0.01% | 86 | -127,170 | -72.36% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 46,924 | 4,483 | 0.01% | 0.01% | 87 | +11,288 | 31.68% | Q4 2025 | Jan 28, 2026 |
| Aubrey Capital Management Ltd | History | No change | 43,100 | 4,098 | 1.61% | 1.37% | 88 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 41,938 | 3,989 | 0.0% | — | 89 | +41,938 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 41,816 | 3,977 | 0.0% | 0.0% | 90 | +196 | 0.47% | Q4 2025 | Feb 17, 2026 |
| 2Xideas AG | History | New | 41,639 | 3,961 | 1.11% | — | 91 | +41,639 | New | Q4 2025 | Feb 17, 2026 |
| LRT Capital Management, LLC | History | Reduced | 41,039 | 3,904 | 3.34% | 3.08% | 92 | -5,085 | -11.02% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 39,522 | 3,759 | 0.71% | 0.6% | 93 | +10,003 | 33.89% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 39,400 | 3,744 | 0.01% | 0.01% | 94 | -3,593 | -8.36% | Q4 2025 | Feb 13, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 30,583 | 3,686 | 1.63% | 1.4% | 95 | +1,013 | 3.43% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 38,691 | 3,681 | 0.01% | 0.01% | 96 | +942 | 2.5% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,949 | 3,610 | 0.0% | — | 97 | +37,949 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | No change | 37,299 | 3,548 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 35,324 | 3,360 | 0.0% | 0.0% | 99 | +23,060 | 188.03% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 34,651 | 3,296 | 0.01% | 0.01% | 100 | +2,927 | 9.23% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 32,862 | 3,126 | 0.01% | 0.01% | 101 | -6,690 | -16.91% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 32,453 | 3,087 | 0.02% | 0.02% | 102 | +2,638 | 8.85% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 32,001 | 3,044 | 0.0% | 0.0% | 103 | -323 | -1.0% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 31,321 | 2,979 | 0.08% | 0.08% | 104 | -643 | -2.01% | Q4 2025 | Feb 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 30,487 | 2,900 | 0.31% | 0.04% | 105 | +27,223 | 834.04% | Q4 2025 | Feb 05, 2026 |
| Riverwater Partners LLC | History | No change | 29,308 | 2,788 | 1.08% | 1.23% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,989 | 2,757 | 0.0% | 0.0% | 107 | -40,415 | -58.23% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | New | 28,398 | 2,701 | 0.01% | — | 108 | +28,398 | New | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 28,125 | 2,675 | 0.21% | — | 109 | +28,125 | New | Q4 2025 | Feb 25, 2026 |
| MetLife Investment Management, LLC | History | Added to | 27,002 | 2,568 | 0.01% | 0.01% | 110 | +524 | 1.98% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,408 | 2,512 | 0.01% | 0.01% | 111 | -1,551 | -5.55% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 25,771 | 2,451 | 0.03% | 0.03% | 112 | +355 | 1.4% | Q4 2025 | Jan 23, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 25,339 | 2,410 | 0.01% | 0.01% | 113 | +3,170 | 14.3% | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 24,727 | 2,352 | 0.0% | — | 114 | +24,727 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 24,426 | 2,323 | 0.0% | 0.0% | 115 | -3,805 | -13.48% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 24,064 | 2,289 | 0.0% | 0.0% | 116 | -6,119 | -20.27% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,692 | 2,253 | 0.0% | 0.01% | 117 | -20,481 | -46.37% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,529 | 2,238 | 0.02% | 0.03% | 118 | -11,411 | -32.66% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 23,514 | 2,236 | 0.03% | 0.03% | 119 | -684 | -2.83% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 23,500 | 2,235 | 0.02% | 0.02% | 120 | +4,064 | 20.91% | Q4 2025 | Jan 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 23,345 | 2,220 | 0.02% | — | 121 | +23,345 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 22,786 | 2,167 | 0.0% | 0.0% | 122 | +1,435 | 6.72% | Q4 2025 | Feb 17, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 22,676 | 2,157 | 0.17% | 0.17% | 123 | +3,240 | 16.67% | Q4 2025 | Feb 03, 2026 |
| Horizon Investments, LLC | History | Added to | 22,166 | 2,108 | 0.03% | 0.03% | 124 | +571 | 2.64% | Q4 2025 | Feb 02, 2026 |
| Louisiana State Employees Retirement System | History | No change | 21,300 | 2,026 | 0.03% | 0.04% | 125 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 20,900 | 1,988 | 0.0% | — | 126 | +20,900 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 20,499 | 1,950 | 0.02% | 0.02% | 127 | +949 | 4.85% | Q4 2025 | Feb 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 19,967 | 1,899 | 0.0% | 0.0% | 128 | +4,648 | 30.34% | Q4 2025 | Feb 12, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 19,881 | 1,891 | 1.58% | 1.92% | 129 | -4,637 | -18.91% | Q4 2025 | Feb 09, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 19,650 | 1,869 | 0.55% | 0.61% | 130 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | Added to | 18,282 | 1,739 | 0.08% | 0.08% | 131 | +1,019 | 5.9% | Q4 2025 | Feb 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 18,248 | 1,734 | 0.47% | 0.47% | 132 | +3,106 | 20.51% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 18,050 | 1,717 | 0.01% | — | 133 | +18,050 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 17,912 | 1,703 | 0.0% | 0.0% | 134 | -3,510 | -16.39% | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | Added to | 17,885 | 1,701 | 0.05% | 0.04% | 135 | +5,310 | 42.23% | Q4 2025 | Feb 10, 2026 |
| Future Fund LLC | History | Added to | 17,770 | 1,690 | 0.53% | 0.44% | 136 | +5,310 | 42.62% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,562 | 1,670 | 0.0% | 0.0% | 137 | -8,033 | -31.39% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 16,019 | 1,523 | 0.01% | — | 138 | +16,019 | New | Q4 2025 | Feb 02, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,439 | 1,468 | 0.01% | — | 139 | +15,439 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 15,308 | 1,456 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 14,736 | 1,401 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 14,700 | 1,398 | 0.34% | 0.32% | 142 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,707 | 1,348 | 0.01% | 0.02% | 143 | -1,735 | -12.01% | Q4 2025 | Jan 21, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 13,654 | 1,329 | 0.27% | 0.29% | 144 | -890 | -6.12% | Q4 2025 | Jan 07, 2026 |
| STRS OHIO | History | No change | 13,900 | 1,322 | 0.0% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMALGAMATED BANK | History | Added to | 13,570 | 1,291 | 0.01% | 0.01% | 146 | +277 | 2.08% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,971 | 1,233 | 0.0% | 0.0% | 147 | -48,975 | -79.06% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 12,917 | 1,228 | 0.0% | 0.0% | 148 | +1,102 | 9.33% | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 12,898 | 1,226 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 12,877 | 1,224 | 0.01% | 0.01% | 150 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 12,635 | 1,201 | 0.01% | — | 151 | +12,635 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 12,473 | 1,186 | 0.0% | 0.0% | 152 | -2,345 | -15.83% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,457 | 1,185 | 0.01% | 0.02% | 153 | +2,960 | 31.17% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,391 | 1,178 | 0.0% | 0.0% | 154 | -35,650 | -74.21% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,405 | 1,168 | 0.0% | 0.0% | 155 | -2,524 | -19.52% | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | Reduced | 12,236 | 1,164 | 0.01% | 0.01% | 156 | -768 | -5.91% | Q4 2025 | Jan 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,184 | 1,159 | 0.0% | 0.0% | 157 | -1,186 | -8.87% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 11,746 | 1,117 | 0.0% | 0.0% | 158 | +3,700 | 45.99% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,535 | 1,097 | 0.0% | 0.0% | 159 | +43 | 0.37% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,495 | 1,093 | 0.01% | 0.01% | 160 | -328 | -2.77% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,375 | 1,082 | 0.0% | 0.0% | 161 | +350 | 3.17% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,349 | 1,080 | 0.01% | 0.01% | 162 | -436 | -3.7% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,200 | 1,065 | 0.0% | 0.01% | 163 | -10,800 | -49.09% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,116 | 1,057 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 10,971 | 1,043 | 0.0% | 0.01% | 165 | -2,959 | -21.24% | Q4 2025 | Jan 29, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,783 | 1,031 | 0.0% | — | 166 | +10,783 | New | Q4 2025 | Mar 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,650 | 1,013 | 0.01% | 0.01% | 167 | +193 | 1.85% | Q4 2025 | Feb 04, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 10,500 | 998 | 0.8% | 0.84% | 168 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,913 | 943 | 0.0% | 0.0% | 169 | +3,297 | 49.83% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 9,831 | 935 | 0.04% | 0.04% | 170 | +53 | 0.54% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,813 | 933 | 0.01% | 0.01% | 171 | -1,241 | -11.23% | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | Added to | 9,698 | 923 | 0.03% | 0.02% | 172 | +1,481 | 18.02% | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Added to | 9,499 | 903 | 0.0% | 0.0% | 173 | +833 | 9.61% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,450 | 898 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,731 | 896 | 0.0% | 0.0% | 175 | +696 | 8.66% | Q4 2025 | Jan 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 9,087 | 864 | 0.09% | 0.1% | 176 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 8,813 | 838 | 0.48% | 0.52% | 177 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BTC Capital Management, Inc. | History | Added to | 8,657 | 824 | 0.06% | 0.05% | 178 | +970 | 12.62% | Q4 2025 | Jan 15, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 8,198 | 779 | 0.09% | 0.11% | 179 | -2,491 | -23.3% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,179 | 778 | 0.0% | 0.0% | 180 | +398 | 5.12% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,174 | 777 | 0.05% | 0.05% | 181 | -252 | -2.99% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,074 | 768 | 0.0% | 0.0% | 182 | -697 | -7.95% | Q4 2025 | Feb 18, 2026 |
| Laurion Capital Management LP | History | New | 7,947 | 755 | 0.03% | — | 183 | +7,947 | New | Q4 2025 | Feb 17, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 7,938 | 755 | 0.1% | — | 184 | +7,938 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Reduced | 7,895 | 751 | 0.01% | 0.02% | 185 | -2,323 | -22.73% | Q4 2025 | Jan 09, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | No change | 7,657 | 728 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,505 | 713 | 0.02% | 0.03% | 187 | -1,307 | -14.83% | Q4 2025 | Feb 19, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 7,189 | 683 | 0.01% | — | 188 | +7,189 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,110 | 676 | 0.0% | 0.0% | 189 | +973 | 15.85% | Q4 2025 | Jan 29, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 6,972 | 663 | 0.0% | 0.0% | 190 | -29 | -0.41% | Q4 2025 | Jan 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 6,818 | 648 | 0.01% | 0.01% | 191 | +144 | 2.16% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 6,662 | 633 | 0.02% | — | 192 | +6,662 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,615 | 629 | 0.0% | 0.0% | 193 | +2,608 | 65.09% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,394 | 608 | 0.01% | — | 194 | +6,394 | New | Q4 2025 | Feb 06, 2026 |
| Amundi | History | Reduced | 6,319 | 601 | 0.0% | 0.0% | 195 | -1,822 | -22.38% | Q4 2025 | Feb 17, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 6,215 | 591 | 0.06% | 0.06% | 196 | -670 | -9.73% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 6,150 | 585 | 0.02% | 0.02% | 197 | -318 | -4.92% | Q4 2025 | Feb 10, 2026 |
| Thrive Capital Management, LLC | History | No change | 6,078 | 578 | 0.13% | 0.16% | 198 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,904 | 561 | 0.02% | 0.02% | 199 | -18 | -0.3% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | New | 5,390 | 512 | 0.01% | — | 200 | +5,390 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,343 | 508 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | Reduced | 5,335 | 507 | 0.01% | 0.01% | 202 | -30 | -0.56% | Q4 2025 | Feb 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,308 | 504 | 0.01% | 0.01% | 203 | +106 | 2.04% | Q4 2025 | Feb 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 5,197 | 494 | 0.05% | — | 204 | +5,197 | New | Q4 2025 | Feb 17, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 5,174 | 492 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 5,053 | 480 | 0.0% | 0.0% | 206 | +293 | 6.16% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,938 | 469 | 0.06% | — | 207 | +4,938 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,921 | 468 | 0.0% | 0.0% | 208 | -301 | -5.76% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,831 | 459 | 0.0% | 0.0% | 209 | -62 | -1.27% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 4,730 | 449 | 0.07% | 0.07% | 210 | +204 | 4.51% | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,555 | 433 | 0.0% | 0.0% | 211 | -7,424 | -61.98% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,376 | 416 | 0.0% | 0.0% | 212 | +1,038 | 31.1% | Q4 2025 | Feb 03, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 4,333 | 412 | 0.05% | 0.06% | 213 | -404 | -8.53% | Q4 2025 | Feb 09, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,291 | 408 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 4,011 | 407 | 0.01% | — | 215 | +4,011 | New | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | Added to | 4,050 | 402 | 0.0% | 0.0% | 216 | +125 | 3.18% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,191 | 398 | 0.01% | 0.02% | 217 | -76 | -1.78% | Q4 2025 | Jan 27, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,138 | 393 | 0.0% | — | 218 | +4,138 | New | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,106 | 390 | 0.01% | 0.01% | 219 | -833 | -16.87% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,979 | 378 | 0.01% | 0.01% | 220 | +139 | 3.62% | Q4 2025 | Feb 11, 2026 |
| BayBridge Capital Group, LLC | History | Reduced | 3,958 | 376 | 0.23% | 0.26% | 221 | -8 | -0.2% | Q4 2025 | Jan 16, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 3,880 | 369 | 0.09% | 0.1% | 222 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| XPONANCE LLC | History | Added to | 3,872 | 368 | 0.0% | 0.0% | 223 | +248 | 6.84% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,796 | 361 | 0.0% | 0.01% | 224 | -34,870 | -90.18% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,768 | 358 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,687 | 350 | 0.0% | 0.01% | 226 | -69,136 | -94.94% | Q4 2025 | Feb 12, 2026 |
| Solidarity Wealth, LLC | History | New | 3,678 | 349 | 0.07% | — | 227 | +3,678 | New | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,526 | 335 | 0.0% | — | 228 | +3,526 | New | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,509 | 333 | 0.0% | 0.01% | 229 | -2,268 | -39.26% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 3,400 | 323 | 0.0% | 0.01% | 230 | -1,264 | -27.1% | Q4 2025 | Feb 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 3,384 | 321 | 0.02% | 0.02% | 231 | -835 | -19.79% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | No change | 3,372 | 320 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,354 | 319 | 0.01% | 0.01% | 233 | +1,541 | 85.0% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,356 | 319 | 0.0% | 0.01% | 234 | -475 | -12.4% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,243 | 308 | 0.0% | — | 235 | +3,243 | New | Q4 2025 | Feb 12, 2026 |
| SWMG, LLC | History | Reduced | 2,421 | 291 | 0.08% | 0.08% | 236 | -107 | -4.23% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,993 | 285 | 0.0% | 0.0% | 237 | +163 | 5.76% | Q4 2025 | Mar 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,966 | 282 | 0.0% | 0.0% | 238 | -748 | -20.14% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 2,878 | 280 | 0.0% | 0.0% | 239 | +43 | 1.52% | Q4 2025 | Feb 18, 2026 |
| ANB BANK | History | Added to | 2,901 | 275 | 0.11% | 0.12% | 240 | +25 | 0.87% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 2,764 | 269 | 0.0% | 0.0% | 241 | +118 | 4.46% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,793 | 265 | 0.0% | 0.01% | 242 | -1,228 | -30.54% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,674 | 254 | 0.0% | 0.01% | 243 | +449 | 20.18% | Q4 2025 | Feb 11, 2026 |
| Summit Global Investments | History | New | 2,613 | 249 | 0.01% | — | 244 | +2,613 | New | Q4 2025 | Feb 18, 2026 |
| Stelac Advisory Services LLC | History | No change | 2,560 | 243 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 2,495 | 237 | 0.01% | 0.01% | 246 | +84 | 3.48% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | No change | 2,489 | 236 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aquatic Capital Management LLC | History | New | 2,395 | 227 | 0.01% | — | 248 | +2,395 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,385 | 226 | 0.0% | 0.0% | 249 | -6,900 | -74.31% | Q4 2025 | Feb 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 2,333 | 221 | 0.0% | — | 250 | +2,333 | New | Q4 2025 | Feb 13, 2026 |
| Van Diest Capital, LLC | History | New | 2,291 | 217 | 0.32% | — | 251 | +2,291 | New | Q4 2025 | Feb 19, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 2,235 | 212 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 2,216 | 210 | 0.01% | 0.17% | 253 | -36,818 | -94.32% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,215 | 210 | 0.03% | — | 254 | +2,215 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,184 | 207 | 0.0% | 0.0% | 255 | -1,145 | -34.39% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 2,132 | 202 | 0.01% | 0.01% | 256 | +46 | 2.21% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,015 | 191 | 0.0% | 0.0% | 257 | +1,852 | 1136.2% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Reduced | 1,998 | 190 | 0.02% | 0.04% | 258 | -1,591 | -44.33% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,929 | 183 | 0.0% | 0.01% | 259 | -308 | -13.77% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 1,800 | 171 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Reduced | 1,663 | 159 | 0.08% | 0.13% | 261 | -734 | -30.62% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,637 | 155 | 0.0% | 0.0% | 262 | +1,335 | 442.05% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,532 | 145 | 0.0% | 0.0% | 263 | -22 | -1.42% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,518 | 144 | 0.0% | 0.0% | 264 | -954 | -38.59% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,432 | 136 | 0.01% | 0.01% | 265 | +224 | 18.54% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,280 | 121 | 0.0% | 0.0% | 266 | +11 | 0.87% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,265 | 120 | 0.0% | — | 267 | +1,265 | New | Q4 2025 | Feb 05, 2026 |
| KBC Group NV | History | No change | 1,249 | 119 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,121 | 106 | 0.0% | 0.0% | 269 | +751 | 202.97% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,119 | 106 | 0.0% | 0.0% | 270 | +204 | 22.3% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,119 | 106 | 0.01% | 0.01% | 271 | +57 | 5.37% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,108 | 105 | 0.01% | — | 272 | +1,108 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 1,101 | 104 | 0.01% | 0.0% | 273 | +820 | 291.81% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | Added to | 935 | 88 | 0.02% | 0.0% | 274 | +803 | 608.33% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 851 | 81 | 0.0% | 0.0% | 275 | -70 | -7.6% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 760 | 74 | 0.0% | 0.0% | 276 | +13 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 703 | 66 | 0.0% | 0.0% | 277 | -253 | -26.46% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 647 | 61 | 0.03% | — | 278 | +647 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 605 | 58 | 0.0% | 0.0% | 279 | +181 | 42.69% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 590 | 56 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 534 | 50 | 0.0% | 0.0% | 281 | +334 | 167.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 525 | 49 | 0.0% | — | 282 | +525 | New | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 512 | 48 | 0.0% | 0.0% | 283 | -100 | -16.34% | Q4 2025 | Jan 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 433 | 41 | 0.0% | 0.0% | 284 | +280 | 183.01% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 383 | 38 | 0.0% | 0.0% | 285 | +19 | 5.22% | Q4 2025 | Jan 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 392 | 37 | 0.01% | — | 286 | +392 | New | Q4 2025 | Mar 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 376 | 35 | 0.0% | 0.0% | 287 | -2,785 | -88.11% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 352 | 33 | 0.0% | 0.0% | 288 | -189 | -34.94% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 320 | 30 | 0.0% | 0.0% | 289 | +209 | 188.29% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 306 | 29 | 0.0% | 0.0% | 290 | +42 | 15.91% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 303 | 28 | 0.01% | 0.09% | 291 | -2,510 | -89.23% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 28 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 280 | 26 | 0.0% | 0.0% | 294 | +49 | 21.21% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 274 | 26 | 0.0% | 0.0% | 293 | +5 | 1.86% | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 260 | 24 | 0.0% | — | 295 | +260 | New | Q4 2025 | Feb 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 238 | 23 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 232 | 22 | 0.0% | 0.0% | 297 | -11 | -4.53% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 213 | 20 | 0.0% | 0.0% | 298 | +73 | 52.14% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 19 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | New | 168 | 18 | 0.0% | — | 301 | +168 | New | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 198 | 18 | 0.0% | 0.0% | 302 | +4 | 2.06% | Q4 2025 | Jan 08, 2026 |
| Smithfield Trust Co | History | No change | 189 | 18 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 160 | 15 | 0.0% | 0.0% | 304 | +12 | 8.11% | Q4 2025 | Feb 10, 2026 |
| Red Tortoise LLC | History | No change | 163 | 15 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 153 | 14 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 132 | 12 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 122 | 11 | 0.0% | 0.0% | 308 | -90 | -42.45% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 124 | 11 | 0.0% | 0.0% | 307 | -20 | -13.89% | Q4 2025 | Jan 20, 2026 |
| Kemnay Advisory Services Inc. | History | New | 115 | 10 | 0.0% | — | 309 | +115 | New | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 115 | 10 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 95 | 9 | 0.0% | 0.0% | 312 | +43 | 82.69% | Q4 2025 | Feb 09, 2026 |
| ATWOOD & PALMER INC | History | No change | 100 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 103 | 9 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 100 | 9 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 100 | 9 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 90 | 8 | 0.0% | — | 317 | +90 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 91 | 8 | 0.0% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 68 | 6 | 0.0% | 0.02% | 318 | -6,596 | -98.98% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 63 | 5 | 0.0% | 0.0% | 319 | -11 | -14.86% | Q4 2025 | Feb 10, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 62 | 5 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 59 | 5 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Arax Advisory Partners | History | New | 50 | 4 | 0.0% | — | 323 | +50 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 44 | 4 | 0.0% | 0.0% | 322 | +8 | 22.22% | Q4 2025 | Jan 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Quarry LP | History | New | 36 | 3 | 0.0% | — | 329 | +36 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 37 | 3 | 0.0% | 0.0% | 330 | +22 | 146.67% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 40 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Colonial Trust Co / SC | History | No change | 39 | 3 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | New | 24 | 2 | 0.0% | — | 335 | +24 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 29 | 2 | 0.0% | 0.0% | 333 | -11 | -27.5% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 26 | 2 | 0.0% | 0.0% | 331 | +4 | 18.18% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 27 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 29 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 339 | -49 | -73.13% | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 21 | 1 | 0.0% | — | 343 | +21 | New | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 18 | 1 | 0.0% | — | 336 | +18 | New | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 15 | 1 | 0.0% | — | 338 | +15 | New | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 14 | 1 | 0.0% | — | 341 | +14 | New | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 15 | 1 | 0.0% | 0.0% | 340 | +3 | 25.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 342 | +2 | 20.0% | Q4 2025 | Jan 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 21 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -68,823 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Beacon Harbor Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.39% | — | -58,898 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 3.0% | — | -57,191 | -100.0% | Q3 2025 | Dec 02, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,072 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -18,676 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 1.22% | — | -18,186 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,909 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -13,461 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -12,969 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -12,400 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,200 | -100.0% | Q3 2025 | Mar 30, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,197 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -8,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,411 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,808 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,610 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Axim Planning & Wealth | History | Closed out | 0 | 0 | — | 0.47% | — | -5,949 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,879 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,576 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -4,771 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,670 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BridgePort Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,467 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.08% | — | -3,081 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VICUS CAPITAL | History | Closed out | 0 | 0 | — | 0.02% | — | -2,937 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,829 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CFC Planning Co LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -2,731 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KICKSTAND VENTURES, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,517 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,515 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Yukon Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,454 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,266 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,184 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,101 | -100.0% | Q3 2025 | Oct 31, 2025 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | 0.02% | — | -1,079 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,004 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -873 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Oct 08, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Trust Co | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -6 | -37.5% | Q4 2025 | Jan 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 7 | 0 | — | 0.0% | — | -4 | -36.36% | Q4 2025 | Jan 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 26, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -1 | -10.0% | Q4 2025 | Jan 08, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SouthState Bank Corp | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Decker Retirement Planning Inc. | History | No change | 10 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |