SYNOVUS FINANCIAL CORP - SNV
Detailed investor-level table based on 13F positions.
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 | Reduced | 13,912,271 | 696,309 | 0.01% | 0.01% | 1 | -939,055 | -6.32% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 12,978,996 | 649,598 | 0.01% | 0.01% | 2 | -263,184 | -1.99% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 8,624,516 | 431,656 | 0.02% | 0.02% | 3 | -1,171,454 | -11.96% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 6,810,107 | 340,845 | 0.06% | 0.06% | 4 | -129,707 | -1.87% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,310,616 | 265,797 | 2.01% | — | 5 | +5,310,616 | New | Q4 2025 | Feb 18, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,691,768 | 234,835 | 0.05% | 0.05% | 6 | +214,431 | 4.79% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 4,113,712 | 205,891 | 0.01% | 0.01% | 7 | -2,030,092 | -33.04% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 4,077,131 | 204,060 | 0.02% | — | 8 | +4,077,131 | New | Q4 2025 | Feb 10, 2026 |
| HBK INVESTMENTS L P | History | New | 3,792,518 | 189,497 | 1.49% | — | 9 | +3,792,518 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,643,625 | 132,313 | 0.06% | 0.01% | 10 | +2,158,264 | 444.67% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,329,394 | 119,595 | 0.01% | 0.01% | 11 | -332,335 | -12.49% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,117,755 | 105,993 | 0.11% | 0.03% | 12 | +1,551,327 | 273.88% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,037,909 | 101,997 | 0.05% | 0.09% | 13 | -821,134 | -28.72% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,683,475 | 84,257 | 0.01% | 0.0% | 14 | +4,857 | 0.29% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,620,342 | 81,098 | 0.56% | 0.58% | 15 | -176,930 | -9.84% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,608,076 | 80,484 | 0.05% | 0.03% | 16 | +637,413 | 65.67% | Q4 2025 | Feb 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 1,438,381 | 71,990 | 0.83% | — | 17 | +1,438,381 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,370,914 | 68,614 | 0.03% | 0.02% | 18 | +433,327 | 46.22% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,304,596 | 65,295 | 0.01% | 0.01% | 19 | -35,825 | -2.67% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,293,414 | 64,735 | 0.01% | 0.01% | 20 | -124,776 | -8.8% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,133,001 | 56,706 | 0.01% | 0.01% | 21 | -167,132 | -12.85% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,035,288 | 51,816 | 0.0% | 0.0% | 22 | -189,562 | -15.48% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 887,788 | 44,433 | 0.06% | 0.0% | 23 | +840,489 | 1776.97% | Q4 2025 | Feb 17, 2026 |
| First Trust Capital Management L.P. | History | New | 838,645 | 41,974 | 2.54% | — | 24 | +838,645 | New | Q4 2025 | Feb 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 835,115 | 41,797 | 0.53% | — | 25 | +835,115 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 729,615 | 36,517 | 0.0% | 0.0% | 26 | +14,637 | 2.05% | Q4 2025 | Mar 25, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | New | 699,181 | 34,994 | 48.39% | — | 27 | +699,181 | New | Q4 2025 | Mar 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 692,351 | 34,652 | 0.03% | — | 28 | +692,351 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 675,464 | 33,806 | 0.02% | 0.03% | 29 | -297,486 | -30.58% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 611,519 | 30,606 | 0.01% | 0.01% | 30 | +276,677 | 82.63% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 603,858 | 30,223 | 0.47% | 0.37% | 31 | +158,680 | 35.64% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 585,022 | 29,280 | 0.0% | 0.0% | 32 | -50,050 | -7.88% | Q4 2025 | Feb 17, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Added to | 582,895 | 29,173 | 1.54% | 0.86% | 33 | +177,200 | 43.68% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 582,228 | 29,140 | 0.09% | 0.04% | 34 | +380,798 | 189.05% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 494,625 | 24,755 | 0.05% | 73.62% | 35 | +171,538 | 53.09% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 448,034 | 22,424 | 0.0% | 0.0% | 36 | -102,784 | -18.66% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 435,993 | 21,822 | 0.01% | 0.04% | 37 | -753,583 | -63.35% | Q4 2025 | Feb 19, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 430,841 | 21,563 | 0.87% | 0.87% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 428,732 | 21,458 | 0.07% | 0.07% | 39 | -1,220 | -0.28% | Q4 2025 | Jan 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 418,832 | 20,962 | 0.1% | 0.1% | 40 | -3,287 | -0.78% | Q4 2025 | Feb 12, 2026 |
| WATER ISLAND CAPITAL LLC | History | Reduced | 403,650 | 20,202 | 2.18% | 2.61% | 41 | -17,850 | -4.23% | Q4 2025 | Feb 17, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 390,000 | 19,519 | 0.12% | — | 42 | +390,000 | New | Q4 2025 | Feb 17, 2026 |
| Private Capital Management, LLC | History | Reduced | 358,880 | 17,961 | 1.65% | 1.72% | 43 | -32,878 | -8.39% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 356,934 | 17,864 | 0.01% | 0.01% | 44 | -6,423 | -1.77% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 329,722 | 16,503 | 0.0% | 0.0% | 45 | +164,953 | 100.11% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 318,955 | 15,963 | 0.06% | — | 46 | +318,955 | New | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 317,000 | 15,865 | 0.03% | — | 47 | +317,000 | New | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 313,348 | 15,683 | 0.01% | 0.0% | 48 | +68,324 | 27.88% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 311,460 | 15,588 | 0.02% | 0.02% | 49 | +70,272 | 29.14% | Q4 2025 | Feb 17, 2026 |
| AQR Arbitrage LLC | History | New | 302,981 | 15,164 | 0.32% | — | 50 | +302,981 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 276,489 | 13,838 | 0.05% | 0.06% | 51 | -692 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Kintayl Capital LP | History | Added to | 276,426 | 13,835 | 8.35% | 4.6% | 52 | +124,282 | 81.69% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 273,619 | 13,694 | 0.01% | 0.01% | 53 | +3,900 | 1.45% | Q4 2025 | Feb 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 268,694 | 13,614 | 0.01% | 0.01% | 54 | -40,555 | -13.11% | Q4 2025 | Jan 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 266,872 | 13,356 | 0.04% | 0.05% | 55 | -46,347 | -14.8% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 264,407 | 13,233 | 0.13% | 0.13% | 56 | -13,119 | -4.73% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 261,475 | 13,086 | 0.0% | 0.0% | 57 | -98,079 | -27.28% | Q4 2025 | Feb 12, 2026 |
| Sagefield Capital LP | History | New | 257,708 | 12,898 | 1.09% | — | 58 | +257,708 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 257,667 | 12,896 | 0.0% | 0.0% | 59 | -7,334 | -2.77% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 257,550 | 12,890 | 0.01% | 0.01% | 60 | +3,158 | 1.24% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 250,249 | 12,524 | 0.0% | 0.01% | 61 | -600,792 | -70.59% | Q4 2025 | Jan 29, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | No change | 249,330 | 12,478 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 219,166 | 10,969 | 0.1% | 0.05% | 63 | +104,722 | 91.51% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 218,090 | 10,915 | 0.02% | 0.04% | 64 | -163,036 | -42.78% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 218,079 | 10,914 | 0.07% | — | 65 | +218,079 | New | Q4 2025 | Feb 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 210,615 | 10,789 | 0.01% | 0.02% | 66 | -83,028 | -28.28% | Q4 2025 | Feb 18, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 214,360 | 10,728 | 0.03% | 0.03% | 67 | -4,630 | -2.11% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 214,046 | 10,713 | 0.0% | 0.01% | 68 | -996,991 | -82.33% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 208,325 | 10,426 | 0.02% | 0.03% | 69 | +13,321 | 6.83% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 204,849 | 10,253 | 0.02% | — | 70 | +204,849 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 202,381 | 10,129 | 0.0% | 0.0% | 71 | -105,715 | -34.31% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 200,847 | 10,052 | 0.02% | 0.01% | 72 | +48,515 | 31.85% | Q4 2025 | Jan 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 199,607 | 9,990 | 0.01% | 0.0% | 73 | +136,384 | 215.72% | Q4 2025 | Feb 13, 2026 |
| GLAZER CAPITAL, LLC | History | Reduced | 196,325 | 9,810 | 0.26% | 0.33% | 74 | -2,132 | -1.07% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | New | 194,800 | 9,749 | 0.01% | — | 75 | +194,800 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 192,674 | 9,643 | 0.01% | 0.01% | 76 | +160,693 | 502.46% | Q4 2025 | Jan 09, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Reduced | 190,312 | 9,525 | 0.63% | 0.6% | 77 | -13,788 | -6.76% | Q4 2025 | Feb 05, 2026 |
| Alberta Investment Management Corp | History | New | 185,000 | 9,259 | 0.05% | — | 78 | +185,000 | New | Q4 2025 | Feb 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 178,400 | 8,928 | 0.0% | 0.0% | 79 | +2,999 | 1.71% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 169,851 | 8,501 | 0.1% | 0.1% | 80 | -4,078 | -2.34% | Q4 2025 | Jan 16, 2026 |
| Cinctive Capital Management LP | History | New | 169,341 | 8,475 | 0.46% | — | 81 | +169,341 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 163,071 | 8,165 | 0.01% | 0.01% | 82 | -675 | -0.41% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 159,657 | 7,990 | 0.03% | 0.03% | 83 | -50,061 | -23.87% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 156,780 | 7,846 | 0.01% | 0.0% | 84 | +118,357 | 308.04% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 151,897 | 7,602 | 0.06% | — | 85 | +151,897 | New | Q4 2025 | Feb 17, 2026 |
| SALZHAUER MICHAEL | History | Added to | 151,523 | 7,583 | 3.1% | 0.58% | 86 | +188 | 0.12% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 150,631 | 7,539 | 0.0% | 0.0% | 87 | -173,290 | -53.5% | Q4 2025 | Feb 19, 2026 |
| Shay Capital LLC | History | New | 150,000 | 7,507 | 0.77% | — | 88 | +150,000 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 148,400 | 7,427 | 0.0% | 0.01% | 89 | -134,900 | -47.62% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 139,339 | 6,974 | 0.27% | — | 90 | +139,339 | New | Q4 2025 | Feb 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 137,438 | 6,878 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 131,683 | 6,590 | 0.01% | 0.01% | 92 | +1,071 | 0.82% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 129,674 | 6,490 | 0.0% | 0.0% | 93 | -8,551 | -6.19% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 124,777 | 6,245 | 0.0% | 0.0% | 94 | -31,289 | -20.05% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 124,155 | 6,213 | 0.01% | 0.01% | 95 | -11,629 | -8.56% | Q4 2025 | Feb 13, 2026 |
| Asio Capital, LLC | History | Added to | 123,875 | 6,199 | 0.87% | 0.9% | 96 | +2,789 | 2.3% | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 122,600 | 6,136 | 0.01% | 0.01% | 97 | +44,000 | 55.98% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 120,586 | 6,035 | 0.02% | 0.02% | 98 | -26,552 | -18.05% | Q4 2025 | Jan 26, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 119,194 | 5,965 | 0.01% | 0.01% | 99 | +42,860 | 56.15% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 118,104 | 5,911 | 0.0% | 0.0% | 100 | +18,271 | 18.3% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 114,729 | 5,742 | 0.09% | 0.08% | 101 | -370 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 113,654 | 5,701 | 0.01% | 0.01% | 102 | +32,697 | 40.39% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 112,057 | 5,608 | 0.1% | 0.1% | 103 | +985 | 0.89% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 111,018 | 5,556 | 0.01% | 0.23% | 104 | -2,889,612 | -96.3% | Q4 2025 | Feb 17, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 102,190 | 5,114 | 0.78% | 0.77% | 105 | +2,491 | 2.5% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 99,387 | 4,974 | 0.01% | 0.01% | 106 | +28,893 | 40.99% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 98,300 | 4,920 | 0.01% | 0.02% | 107 | -60,911 | -38.26% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 95,974 | 4,803 | 0.01% | 0.01% | 108 | -1,661 | -1.7% | Q4 2025 | Jan 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 95,073 | 4,758 | 0.0% | 0.0% | 109 | -349,240 | -78.6% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 92,928 | 4,651 | 0.0% | 0.0% | 110 | -7,166 | -7.16% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 92,684 | 4,638 | 0.0% | 0.0% | 111 | -117,686 | -55.94% | Q4 2025 | Feb 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 86,416 | 4,325 | 0.18% | 0.18% | 112 | -1,602 | -1.82% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 81,985 | 4,103 | 0.01% | — | 113 | +81,985 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 81,469 | 4,077 | 0.0% | 0.01% | 114 | -920,498 | -91.87% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 76,459 | 3,828 | 0.03% | 0.03% | 115 | -16,620 | -17.86% | Q4 2025 | Jan 29, 2026 |
| Quadrature Capital Ltd | History | Added to | 75,946 | 3,801 | 0.04% | 0.01% | 116 | +51,917 | 216.06% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 74,099 | 3,708 | 0.01% | 0.01% | 117 | +3,891 | 5.54% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 72,829 | 3,645 | 0.01% | 0.01% | 118 | -23,364 | -24.29% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 72,127 | 3,609 | 0.0% | 0.0% | 119 | -3,799 | -5.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 70,068 | 3,507 | 0.27% | 0.12% | 120 | +39,478 | 129.06% | Q4 2025 | Jan 20, 2026 |
| Petiole USA ltd | History | No change | 70,063 | 3,506 | 2.27% | 2.37% | 121 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Welch Group, LLC | History | No change | 67,623 | 3,384 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 67,533 | 3,380 | 0.0% | 0.0% | 123 | +42,034 | 164.85% | Q4 2025 | Feb 11, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 66,300 | 3,318 | 0.09% | 0.1% | 124 | +2,000 | 3.11% | Q4 2025 | Feb 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 65,427 | 3,274 | 0.03% | 0.01% | 125 | +45,816 | 233.62% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 65,166 | 3,261 | 0.01% | 0.0% | 126 | +49,919 | 327.4% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 60,531 | 3,029 | 0.01% | 0.01% | 127 | -603 | -0.99% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 60,444 | 3,025 | 0.03% | 0.02% | 128 | -903 | -1.47% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 58,731 | 2,939 | 3.6% | 0.04% | 129 | +17,075 | 40.99% | Q4 2025 | Feb 25, 2026 |
| Ruffer LLP | History | New | 58,348 | 2,924 | 0.13% | — | 130 | +58,348 | New | Q4 2025 | Jan 28, 2026 |
| Yakira Capital Management, Inc. | History | New | 58,301 | 2,917 | 0.98% | — | 131 | +58,301 | New | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 58,099 | 2,908 | 0.01% | 0.01% | 132 | -4,247 | -6.81% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 57,772 | 2,891 | 0.03% | 0.03% | 133 | -6,332 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Mubadala Investment Co PJSC | History | New | 55,474 | 2,776 | 0.02% | — | 134 | +55,474 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 54,509 | 2,728 | 0.01% | 0.05% | 135 | -189,496 | -77.66% | Q4 2025 | Feb 13, 2026 |
| Carlson Capital, L.P. | History | Added to | 54,300 | 2,717 | 0.96% | 0.7% | 136 | +15,900 | 41.41% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 54,195 | 2,712 | 0.0% | 0.0% | 137 | -20,012 | -26.97% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 51,688 | 2,587 | 0.01% | — | 138 | +51,688 | New | Q4 2025 | Feb 13, 2026 |
| Alpine Global Management, LLC | History | New | 51,250 | 2,565 | 0.55% | — | 139 | +51,250 | New | Q4 2025 | Feb 26, 2026 |
| Vestcor Inc | History | Reduced | 50,000 | 2,503 | 0.07% | 0.09% | 140 | -9,997 | -16.66% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 48,933 | 2,449 | 0.02% | 0.02% | 141 | +1,482 | 3.12% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 47,813 | 2,393 | 0.01% | 0.01% | 142 | +4,518 | 10.44% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 46,759 | 2,340 | 0.06% | 0.01% | 143 | +42,183 | 921.83% | Q4 2025 | Feb 17, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | Reduced | 46,643 | 2,334 | 0.84% | 0.81% | 144 | -250 | -0.53% | Q4 2025 | Jan 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 45,344 | 2,269 | 0.0% | 0.01% | 145 | -6,516 | -12.56% | Q4 2025 | Jan 27, 2026 |
| Oak Thistle LLC | History | Added to | 45,033 | 2,253 | 0.31% | 0.17% | 146 | +22,618 | 100.91% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 43,525 | 2,198 | 0.0% | 0.0% | 147 | -74,165 | -63.02% | Q4 2025 | Mar 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 42,546 | 2,129 | 0.0% | 0.0% | 148 | -3,002 | -6.59% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 41,736 | 2,088 | 0.01% | 0.01% | 149 | -4,800 | -10.31% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 41,196 | 2,061 | 0.14% | 0.22% | 150 | +4,626 | 12.65% | Q4 2025 | Feb 17, 2026 |
| Black Maple Capital Management LP | History | Added to | 39,700 | 1,986 | 1.39% | 0.54% | 151 | +16,900 | 74.12% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 39,554 | 1,979 | 0.04% | 0.04% | 152 | -223 | -0.56% | Q4 2025 | Feb 18, 2026 |
| Arizona State Retirement System | History | Reduced | 38,529 | 1,928 | 0.01% | 0.01% | 153 | -2,607 | -6.34% | Q4 2025 | Jan 28, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 38,516 | 1,927 | 0.13% | 0.12% | 154 | -1,158 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 38,400 | 1,921 | 0.03% | 0.03% | 155 | -200 | -0.52% | Q4 2025 | Jan 16, 2026 |
| Riverwater Partners LLC | History | New | 37,010 | 1,852 | 0.72% | — | 156 | +37,010 | New | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 36,961 | 1,849 | 0.01% | 0.02% | 157 | -97,114 | -72.43% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 36,537 | 1,828 | 0.0% | 0.0% | 158 | +1,046 | 2.95% | Q4 2025 | Feb 17, 2026 |
| Carson Advisory Inc. | History | Added to | 35,729 | 1,788 | 0.93% | 0.93% | 159 | +750 | 2.14% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 35,622 | 1,782 | 0.01% | 0.01% | 160 | -2,825 | -7.35% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 35,036 | 1,753 | 0.01% | 0.01% | 161 | -588 | -1.65% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 34,237 | 1,713 | 0.0% | 0.0% | 162 | -7,415 | -17.8% | Q4 2025 | Feb 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 33,772 | 1,690 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 33,155 | 1,659 | 0.07% | 0.08% | 164 | +116 | 0.35% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 32,838 | 1,642 | 0.0% | 0.0% | 165 | +277 | 0.85% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 32,804 | 1,641 | 0.01% | 0.01% | 166 | -200 | -0.61% | Q4 2025 | Jan 29, 2026 |
| Callan Family Office, LLC | History | Added to | 32,377 | 1,620 | 0.03% | 0.04% | 167 | +4,902 | 17.84% | Q4 2025 | Feb 12, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 30,787 | 1,540 | 0.29% | 0.23% | 168 | +1,964 | 6.81% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 29,976 | 1,500 | 0.02% | — | 169 | +29,976 | New | Q4 2025 | Jan 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 29,783 | 1,490 | 0.01% | 0.01% | 170 | +1,678 | 5.97% | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 29,700 | 1,486 | 0.04% | 0.05% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 28,276 | 1,415 | 0.0% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 25,441 | 1,273 | 0.04% | 0.04% | 173 | -578 | -2.22% | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 25,269 | 1,264 | 0.1% | 0.02% | 174 | +19,176 | 314.72% | Q4 2025 | Feb 26, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 24,668 | 1,235 | 0.26% | 0.26% | 175 | +375 | 1.54% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 24,422 | 1,222 | 0.0% | 0.0% | 176 | -13,275 | -35.22% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,939 | 1,199 | 0.0% | — | 177 | +23,939 | New | Q4 2025 | Feb 17, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 23,826 | 1,192 | 0.14% | 0.1% | 178 | +7,143 | 42.82% | Q4 2025 | Jan 27, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 23,704 | 1,186 | 0.49% | 0.5% | 179 | -75 | -0.32% | Q4 2025 | Feb 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 23,429 | 1,172 | 0.04% | 0.06% | 180 | -175 | -0.74% | Q4 2025 | Jan 21, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 22,730 | 1,137 | 0.03% | 0.02% | 181 | +8,934 | 64.76% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,417 | 1,121 | 0.0% | 0.0% | 182 | +265 | 1.2% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,314 | 1,116 | 0.01% | 0.01% | 183 | +142 | 0.64% | Q4 2025 | Feb 12, 2026 |
| Thomasville National Bank | History | Reduced | 21,408 | 1,071 | 0.07% | 0.07% | 184 | -73 | -0.34% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Added to | 21,345 | 1,068 | 0.0% | 0.0% | 185 | +3,828 | 21.85% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 21,301 | 1,066 | 0.02% | 0.01% | 186 | +2,136 | 11.15% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 21,239 | 1,063 | 0.0% | 0.0% | 187 | -73 | -0.34% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 21,097 | 1,055 | 0.0% | 0.0% | 188 | -133,449 | -86.35% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 20,655 | 1,033 | 0.0% | 0.01% | 189 | -13,512 | -39.55% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 20,472 | 1,024 | 0.0% | 0.0% | 190 | -29,333 | -58.9% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 19,900 | 995 | 0.01% | 0.01% | 191 | -19,050 | -48.91% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,809 | 991 | 0.0% | 0.0% | 192 | +11,478 | 137.77% | Q4 2025 | Feb 17, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | Reduced | 19,596 | 980 | 0.12% | 0.12% | 193 | -8 | -0.04% | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 19,300 | 965 | 0.0% | 0.01% | 194 | -88,000 | -82.01% | Q4 2025 | Feb 12, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 19,120 | 956 | 0.0% | — | 195 | +19,120 | New | Q4 2025 | Feb 12, 2026 |
| Inscription Capital, LLC | History | Reduced | 19,000 | 950 | 0.1% | 0.1% | 196 | -39 | -0.2% | Q4 2025 | Jan 29, 2026 |
| Engineers Gate Manager LP | History | Reduced | 18,979 | 949 | 0.01% | 0.03% | 197 | -41,898 | -68.82% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 18,927 | 947 | 0.02% | 0.02% | 198 | +10,642 | 128.45% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 18,695 | 935 | 0.01% | 0.01% | 199 | -7,352 | -28.23% | Q4 2025 | Jan 26, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 18,572 | 929 | 0.0% | 0.05% | 200 | -282,444 | -93.83% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,372 | 919 | 0.0% | 0.0% | 201 | -1,128 | -5.78% | Q4 2025 | Feb 10, 2026 |
| Friedenthal Financial | History | New | 18,280 | 914 | 0.47% | — | 202 | +18,280 | New | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,778 | 889 | 0.01% | 0.01% | 203 | -629 | -3.42% | Q4 2025 | Jan 28, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 16,599 | 830 | 0.0% | 0.0% | 204 | -1,681 | -9.2% | Q4 2025 | Feb 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,566 | 829 | 0.01% | 0.01% | 205 | -2,977 | -15.23% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,221 | 811 | 0.0% | 0.0% | 206 | -7,718 | -32.24% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,214 | 811 | 0.0% | 0.0% | 207 | -918 | -5.36% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,145 | 808 | 0.0% | 0.0% | 208 | +5,941 | 58.22% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,322 | 766 | 0.0% | 0.0% | 209 | -218 | -1.4% | Q4 2025 | Jan 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 15,244 | 762 | 0.02% | 0.02% | 210 | -107 | -0.7% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 14,920 | 746 | 0.02% | 0.03% | 211 | -1,673 | -10.08% | Q4 2025 | Jan 14, 2026 |
| Jain Global LLC | History | Added to | 14,132 | 707 | 0.0% | 0.0% | 212 | +7,314 | 107.27% | Q4 2025 | Feb 17, 2026 |
| Greenland Capital Management LP | History | No change | 14,000 | 700 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,790 | 690 | 0.01% | 0.01% | 214 | -1,145 | -7.67% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,792 | 690 | 0.0% | 0.0% | 215 | +214 | 1.58% | Q4 2025 | Mar 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 13,707 | 686 | 0.0% | 0.0% | 216 | +379 | 2.84% | Q4 2025 | Feb 12, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 13,639 | 682 | 0.17% | 0.06% | 217 | +8,440 | 162.34% | Q4 2025 | Feb 17, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | Reduced | 13,446 | 673 | 0.12% | 0.13% | 218 | -215 | -1.57% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13,439 | 672 | 0.0% | 0.0% | 219 | -11 | -0.08% | Q4 2025 | Mar 16, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 12,809 | 641 | 0.07% | 0.21% | 220 | -23,842 | -65.05% | Q4 2025 | Jan 26, 2026 |
| XPONANCE LLC | History | Reduced | 12,767 | 638 | 0.0% | 0.01% | 221 | -2,742 | -17.68% | Q4 2025 | Feb 12, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 12,741 | 637 | 0.54% | — | 222 | +12,741 | New | Q4 2025 | Jan 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 12,724 | 636 | 0.05% | 0.08% | 223 | -6,886 | -35.11% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 12,540 | 627 | 0.0% | 0.0% | 224 | -1,298 | -9.38% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 11,794 | 590 | 0.0% | 0.0% | 225 | +20 | 0.17% | Q4 2025 | Jan 27, 2026 |
| AlphaQuest LLC | History | Reduced | 11,760 | 588 | 0.03% | 0.14% | 226 | -31,461 | -72.79% | Q4 2025 | Feb 09, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 11,655 | 583 | 0.2% | — | 228 | +11,655 | New | Q4 2025 | Jan 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 11,653 | 583 | 0.05% | 0.02% | 227 | +5,859 | 101.12% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,954 | 562 | 0.0% | 0.0% | 229 | +1,651 | 17.75% | Q4 2025 | Feb 12, 2026 |
| Procyon Advisors, LLC | History | Added to | 11,186 | 559 | 0.03% | 0.03% | 230 | +1,495 | 15.43% | Q4 2025 | Jan 07, 2026 |
| CSS LLC/IL | History | Added to | 11,084 | 554 | 0.02% | 0.02% | 231 | +1,850 | 20.03% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,806 | 540 | 0.0% | 0.0% | 232 | -142 | -1.3% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,770 | 539 | 0.07% | — | 233 | +10,770 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 10,751 | 538 | 0.0% | 0.0% | 234 | -3,919 | -26.71% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,294 | 515 | 0.0% | 0.0% | 235 | -866 | -7.76% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,271 | 514 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 10,145 | 507 | 0.02% | 0.02% | 237 | -330 | -3.15% | Q4 2025 | Feb 02, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 10,116 | 506 | 0.02% | 0.01% | 238 | -279 | -2.68% | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | Added to | 9,885 | 494 | 0.0% | 0.0% | 239 | +116 | 1.19% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,626 | 481 | 0.0% | 0.0% | 240 | +5,329 | 124.02% | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 9,577 | 479 | 0.01% | 0.01% | 241 | -135 | -1.39% | Q4 2025 | Jan 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,319 | 478 | 0.0% | 0.0% | 242 | -5,598 | -37.53% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,451 | 473 | 0.0% | 0.0% | 243 | +777 | 8.96% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,261 | 464 | 0.0% | 0.02% | 244 | -54,101 | -85.38% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 9,111 | 456 | 0.03% | — | 245 | +9,111 | New | Q4 2025 | Feb 17, 2026 |
| RFP Financial Group LLC | History | Reduced | 9,042 | 452 | 0.22% | 0.18% | 246 | -166 | -1.8% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 8,908 | 445 | 0.0% | 0.0% | 247 | +98 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 8,771 | 438 | 0.0% | — | 248 | +8,771 | New | Q4 2025 | Feb 05, 2026 |
| Ground Swell Capital, LLC | History | New | 8,623 | 431 | 0.89% | — | 250 | +8,623 | New | Q4 2025 | Feb 04, 2026 |
| BAHL & GAYNOR INC | History | No change | 8,622 | 431 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFW Advisors LLC | History | No change | 8,473 | 424 | 0.13% | 0.12% | 251 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,464 | 423 | 0.01% | 0.01% | 252 | +72 | 0.86% | Q4 2025 | Jan 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 8,418 | 421 | 0.01% | 0.02% | 253 | -21,277 | -71.65% | Q4 2025 | Feb 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 8,290 | 414 | 0.0% | 0.02% | 254 | -55,992 | -87.1% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,228 | 411 | 0.01% | 0.0% | 255 | +1,083 | 15.16% | Q4 2025 | Feb 09, 2026 |
| Reliant Investment Management, LLC | History | New | 8,200 | 410 | 0.17% | — | 256 | +8,200 | New | Q4 2025 | Jan 20, 2026 |
| FORA Capital, LLC | History | New | 6,985 | 406 | 0.05% | — | 257 | +6,985 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,098 | 405 | 0.0% | — | 258 | +8,098 | New | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 8,080 | 404 | 0.0% | 0.0% | 259 | -392 | -4.63% | Q4 2025 | Feb 13, 2026 |
| INTRUST BANK NA | History | Reduced | 7,960 | 398 | 0.03% | 0.04% | 260 | -1,161 | -12.73% | Q4 2025 | Feb 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 7,836 | 392 | 0.01% | — | 262 | +7,836 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,832 | 392 | 0.0% | 0.0% | 261 | +22 | 0.28% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,827 | 391 | 0.0% | — | 263 | +7,827 | New | Q4 2025 | Feb 18, 2026 |
| EJF Capital LP | History | Reduced | 7,809 | 390 | 0.22% | 0.24% | 264 | -451 | -5.46% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7,789 | 389 | 0.01% | 0.02% | 265 | -148 | -1.86% | Q4 2025 | Feb 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 7,762 | 388 | 0.02% | 0.02% | 266 | +35 | 0.45% | Q4 2025 | Feb 02, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,660 | 383 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 7,500 | 375 | 0.02% | 0.02% | 268 | -12 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Tradewinds, LLC. | History | No change | 7,500 | 375 | 0.09% | 0.09% | 269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,348 | 367 | 0.03% | 0.03% | 270 | -96 | -1.29% | Q4 2025 | Jan 29, 2026 |
| Utah Retirement Systems | History | No change | 7,330 | 366 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 7,240 | 362 | 0.0% | 0.0% | 272 | +829 | 12.93% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,188 | 359 | 0.0% | 0.0% | 273 | -19,867 | -73.43% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Reduced | 7,150 | 357 | 0.01% | 0.05% | 274 | -42,924 | -85.72% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,105 | 355 | 0.01% | 0.01% | 275 | +870 | 13.95% | Q4 2025 | Feb 09, 2026 |
| QSV Equity Investors LLC | History | Reduced | 6,794 | 340 | 0.5% | 0.36% | 276 | -304 | -4.28% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 6,768 | 338 | 0.01% | — | 278 | +6,768 | New | Q4 2025 | Jan 23, 2026 |
| Amundi | History | New | 6,756 | 338 | 0.0% | — | 277 | +6,756 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 6,636 | 332 | 0.0% | 0.0% | 279 | -1,160 | -14.88% | Q4 2025 | Feb 17, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 6,613 | 330 | 0.11% | 0.12% | 280 | +658 | 11.05% | Q4 2025 | Feb 12, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 6,564 | 328 | 0.05% | 0.04% | 281 | +790 | 13.68% | Q4 2025 | Feb 04, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 6,421 | 321 | 0.07% | 0.08% | 282 | -1,030 | -13.82% | Q4 2025 | Jan 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,397 | 320 | 0.0% | 0.0% | 283 | +432 | 7.24% | Q4 2025 | Jan 12, 2026 |
| GREENLEAF TRUST | History | Added to | 6,341 | 317 | 0.0% | 0.0% | 284 | +128 | 2.06% | Q4 2025 | Jan 21, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,239 | 312 | 0.0% | 0.0% | 285 | -13,326 | -68.11% | Q4 2025 | Jan 29, 2026 |
| Cetera Trust Company, N.A | History | Added to | 6,214 | 311 | 0.17% | 0.17% | 286 | +100 | 1.64% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 6,174 | 309 | 0.02% | 0.02% | 287 | +1,910 | 44.79% | Q4 2025 | Feb 11, 2026 |
| waypoint wealth counsel | History | Reduced | 5,931 | 296 | 0.11% | 0.12% | 288 | -213 | -3.47% | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,900 | 295 | 0.0% | 0.0% | 289 | -47,700 | -88.99% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,855 | 293 | 0.01% | 0.01% | 290 | +504 | 9.42% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,839 | 292 | 0.0% | 0.01% | 292 | -210,895 | -97.31% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,839 | 292 | 0.0% | — | 291 | +5,839 | New | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,749 | 287 | 0.0% | — | 293 | +5,749 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | New | 5,733 | 286 | 0.01% | — | 294 | +5,733 | New | Q4 2025 | Feb 19, 2026 |
| Savvy Advisors, Inc. | History | Added to | 5,716 | 286 | 0.01% | 0.01% | 295 | +692 | 13.77% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 5,702 | 285 | 0.02% | 0.02% | 296 | -2,015 | -26.11% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,566 | 278 | 0.0% | 0.0% | 297 | -338 | -5.72% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 5,509 | 275 | 0.0% | 0.0% | 298 | -499 | -8.31% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,454 | 272 | 0.0% | 0.0% | 299 | -1 | -0.02% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 5,388 | 269 | 0.0% | 0.04% | 301 | -50,615 | -90.38% | Q4 2025 | Jan 20, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 5,392 | 269 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 5,300 | 265 | 0.02% | 0.02% | 302 | +55 | 1.05% | Q4 2025 | Feb 10, 2026 |
| Ellenbecker Investment Group | History | Added to | 5,199 | 260 | 0.04% | 0.04% | 303 | +79 | 1.54% | Q4 2025 | Jan 30, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,118 | 256 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 5,111 | 255 | 0.01% | 0.01% | 305 | -55 | -1.06% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,069 | 253 | 0.0% | 0.0% | 306 | -98 | -1.9% | Q4 2025 | Feb 02, 2026 |
| Register Financial Advisors LLC | History | Added to | 5,026 | 251 | 0.1% | 0.1% | 307 | +3 | 0.06% | Q4 2025 | Jan 21, 2026 |
| Crew Capital Management, Ltd | History | No change | 4,995 | 250 | 0.16% | 0.16% | 308 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,935 | 246 | 0.0% | 0.01% | 309 | -935 | -15.93% | Q4 2025 | Jan 16, 2026 |
| North Dakota State Investment Board | History | New | 4,903 | 245 | 0.01% | — | 310 | +4,903 | New | Q4 2025 | Feb 05, 2026 |
| denkapparat Operations GmbH | History | No change | 4,886 | 244 | 0.13% | 0.15% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sippican Capital Advisors | History | Reduced | 4,875 | 243 | 0.16% | 0.16% | 312 | -50 | -1.02% | Q4 2025 | Jan 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,854 | 242 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 4,827 | 241 | 0.01% | 0.01% | 314 | -101 | -2.05% | Q4 2025 | Jan 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 4,786 | 239 | 0.0% | — | 315 | +4,786 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 4,742 | 237 | 0.0% | 0.01% | 316 | -3,172 | -40.08% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,679 | 234 | 0.0% | 0.0% | 317 | +678 | 16.95% | Q4 2025 | Feb 17, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 4,691 | 234 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 4,629 | 231 | 0.0% | 0.01% | 319 | -387 | -7.72% | Q4 2025 | Feb 17, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,595 | 229 | 0.05% | 0.04% | 320 | +70 | 1.55% | Q4 2025 | Jan 22, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 4,594 | 229 | 0.03% | 0.03% | 321 | +62 | 1.37% | Q4 2025 | Jan 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,565 | 228 | 0.0% | 0.0% | 322 | -247 | -5.13% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 4,363 | 226 | 0.01% | — | 323 | +4,363 | New | Q4 2025 | Feb 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 4,419 | 221 | 0.04% | — | 324 | +4,419 | New | Q4 2025 | Jan 26, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 4,397 | 220 | 0.01% | 0.01% | 325 | -390 | -8.15% | Q4 2025 | Feb 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 4,357 | 218 | 0.15% | 0.16% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,330 | 216 | 0.01% | 0.01% | 327 | -653 | -13.1% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,303 | 215 | 0.0% | — | 328 | +4,303 | New | Q4 2025 | Feb 18, 2026 |
| Freestone Grove Partners LP | History | New | 4,273 | 213 | 0.0% | — | 329 | +4,273 | New | Q4 2025 | Feb 17, 2026 |
| DECISION INVESTMENTS, INC | History | New | 4,270 | 213 | 0.23% | — | 330 | +4,270 | New | Q4 2025 | Feb 17, 2026 |
| Saiph Capital, LLC | History | Reduced | 4,254 | 212 | 0.08% | 0.09% | 331 | -1,000 | -19.03% | Q4 2025 | Feb 12, 2026 |
| Sagewood Asset Management LP | History | New | 4,231 | 211 | 0.07% | — | 333 | +4,231 | New | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | No change | 4,230 | 211 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 4,169 | 208 | 0.01% | 0.01% | 335 | -212 | -4.84% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Added to | 4,163 | 208 | 0.0% | 0.0% | 334 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 4,121 | 206 | 0.02% | 0.02% | 336 | -159 | -3.71% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,101 | 205 | 0.0% | — | 337 | +4,101 | New | Q4 2025 | Feb 05, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 4,090 | 204 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | New | 4,047 | 202 | 0.0% | — | 339 | +4,047 | New | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 4,006 | 200 | 0.0% | — | 340 | +4,006 | New | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 3,918 | 196 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,554 | 182 | 0.01% | 0.0% | 342 | +3,020 | 565.54% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,416 | 170 | 0.0% | 0.0% | 343 | +698 | 25.68% | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | Added to | 3,322 | 166 | 0.0% | 0.0% | 344 | +6 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | Added to | 3,213 | 160 | 0.0% | 0.0% | 345 | +465 | 16.92% | Q4 2025 | Feb 17, 2026 |
| EMC Capital Management | History | Reduced | 2,913 | 146 | 0.06% | 0.08% | 346 | -514 | -15.0% | Q4 2025 | Mar 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,893 | 145 | 0.0% | 0.0% | 347 | +35 | 1.22% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,680 | 134 | 0.0% | 0.0% | 348 | +1,116 | 71.36% | Q4 2025 | Jan 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,276 | 114 | 0.0% | 0.0% | 349 | +672 | 41.9% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 2,242 | 112 | 0.02% | 0.02% | 350 | +720 | 47.31% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 2,150 | 107 | 0.01% | 0.01% | 351 | -118 | -5.2% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,073 | 103 | 0.0% | 0.0% | 352 | -85 | -3.94% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | Added to | 2,063 | 103 | 0.03% | 0.03% | 353 | +31 | 1.53% | Q4 2025 | Feb 03, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 2,545 | 101 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | No change | 1,986 | 99 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,854 | 92 | 0.0% | 0.0% | 356 | +159 | 9.38% | Q4 2025 | Feb 11, 2026 |
| Neo Ivy Capital Management | History | New | 1,757 | 87 | 0.01% | — | 357 | +1,757 | New | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,686 | 84 | 0.0% | 0.0% | 358 | -1,028 | -37.88% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,610 | 80 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 1,507 | 75 | 0.0% | 0.0% | 361 | +131 | 9.52% | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | No change | 1,500 | 75 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 1,400 | 70 | 0.01% | 0.01% | 362 | -850 | -37.78% | Q4 2025 | Feb 13, 2026 |
| Ransom Advisory, Ltd | History | Added to | 1,400 | 70 | 0.03% | 0.02% | 363 | +450 | 47.37% | Q4 2025 | Jan 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,358 | 67 | 0.0% | 0.0% | 364 | -134 | -8.98% | Q4 2025 | Feb 05, 2026 |
| Employees Retirement System of Texas | History | No change | 1,136 | 57 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,145 | 57 | 0.03% | 0.04% | 366 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,065 | 53 | 0.0% | — | 367 | +1,065 | New | Q4 2025 | Feb 10, 2026 |
| DV Trading LLC | History | New | 1,000 | 50 | 0.0% | — | 368 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 985 | 49 | 0.01% | 0.01% | 369 | +122 | 14.14% | Q4 2025 | Jan 08, 2026 |
| MTM Investment Management, LLC | History | No change | 926 | 46 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 912 | 45 | 0.03% | — | 371 | +912 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Added to | 896 | 44 | 0.0% | — | 372 | +879 | 5170.59% | Q4 2025 | Feb 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 859 | 43 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | No change | 685 | 34 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WHITTIER TRUST CO | History | Reduced | 666 | 33 | 0.0% | 0.0% | 375 | -175 | -20.81% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 635 | 31 | 0.0% | 0.05% | 376 | -75,612 | -99.17% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 527 | 26 | 0.01% | 0.01% | 377 | +42 | 8.66% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Group, Inc. | History | No change | 530 | 26 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| V-Square Quantitative Management LLC | History | New | 476 | 23 | 0.0% | — | 379 | +476 | New | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 460 | 23 | 0.0% | 0.0% | 380 | +5 | 1.1% | Q4 2025 | Feb 10, 2026 |
| Bank of New Hampshire | History | New | 427 | 21 | 0.0% | — | 381 | +427 | New | Q4 2025 | Mar 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 417 | 20 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 371 | 18 | 0.0% | 0.01% | 383 | -395 | -51.57% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 344 | 17 | 0.0% | 0.0% | 384 | +283 | 463.93% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 327 | 16 | 0.0% | 0.0% | 385 | -64 | -16.37% | Q4 2025 | Jan 08, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 301 | 15 | 0.0% | — | 387 | +301 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 320 | 15 | 0.0% | 0.0% | 386 | +79 | 32.78% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | Added to | 282 | 14 | 0.0% | 0.0% | 388 | +82 | 41.0% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 274 | 13 | 0.0% | — | 390 | +274 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 269 | 13 | 0.0% | 0.0% | 389 | -106 | -28.27% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 274 | 13 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | New | 247 | 12 | 0.0% | — | 393 | +247 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 250 | 12 | 0.0% | 0.0% | 392 | +41 | 19.62% | Q4 2025 | Jan 23, 2026 |
| Richardson Capital Management LLC | History | No change | 250 | 12 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 242 | 12 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 229 | 11 | 0.0% | 0.0% | 396 | -55 | -19.37% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | New | 202 | 10 | 0.0% | — | 398 | +202 | New | Q4 2025 | Jan 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 216 | 10 | 0.0% | 0.0% | 397 | +105 | 94.59% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 167 | 8 | 0.0% | — | 401 | +167 | New | Q4 2025 | Feb 05, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 177 | 8 | 0.0% | 0.0% | 400 | -16 | -8.29% | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 173 | 8 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 153 | 7 | 0.0% | 0.0% | 403 | +43 | 39.09% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 145 | 7 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sachetta, LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 139 | 6 | 0.0% | — | 408 | +139 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 130 | 6 | 0.0% | — | 409 | +130 | New | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Reduced | 126 | 6 | 0.0% | 0.0% | 406 | -40 | -24.1% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 125 | 6 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 124 | 6 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 119 | 5 | 0.0% | — | 412 | +119 | New | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 112 | 5 | 0.0% | — | 413 | +112 | New | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Reduced | 102 | 5 | 0.0% | 0.0% | 410 | -1 | -0.97% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | No change | 105 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 90 | 4 | 0.0% | — | 417 | +90 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 87 | 4 | 0.0% | 0.0% | 419 | -4 | -4.4% | Q4 2025 | Feb 03, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 82 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 83 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concord Wealth Partners | History | No change | 96 | 4 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 80 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 86 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 71 | 3 | 0.0% | 0.0% | 422 | -472 | -86.92% | Q4 2025 | Feb 03, 2026 |
| Activest Wealth Management | History | New | 74 | 3 | 0.0% | — | 423 | +74 | New | Q4 2025 | Jan 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 74 | 3 | 0.0% | — | 424 | +74 | New | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 63 | 3 | 0.0% | — | 425 | +63 | New | Q4 2025 | Mar 05, 2026 |
| Triumph Capital Management | History | New | 50 | 2 | 0.0% | — | 426 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 27 | 1 | 0.0% | — | 437 | +27 | New | Q4 2025 | Jan 30, 2026 |
| North Star Investment Management Corp. | History | New | 22 | 1 | 0.0% | — | 428 | +22 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 430 | -21 | -44.68% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 20 | 1 | 0.0% | — | 431 | +20 | New | Q4 2025 | Feb 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 32 | 1 | 0.0% | 0.0% | 432 | -2 | -5.88% | Q4 2025 | Jan 16, 2026 |
| NBT BANK N A /NY | History | Added to | 50 | 1 | 0.0% | 0.0% | 427 | +1 | 2.04% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 20 | 1 | 0.0% | — | 429 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kilter Group LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -399,730 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -308,283 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TIG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -288,599 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.33% | — | -243,795 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -177,650 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Phocas Financial Corp. | History | Closed out | 0 | 0 | — | 0.93% | — | -146,937 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CANADA LIFE ASSURANCE Co | History | Closed out | 0 | 0 | — | 0.01% | — | -109,588 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -104,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -78,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -73,333 | -100.0% | Q3 2025 | Oct 29, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.01% | — | -72,023 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -59,437 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,810 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -57,489 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -54,880 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -51,375 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MENDON CAPITAL ADVISORS CORP | History | Closed out | 0 | 0 | — | 0.93% | — | -49,750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -45,112 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -43,425 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -41,704 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -39,255 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.02% | — | -39,024 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.06% | — | -32,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.35% | — | -32,375 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -32,057 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,938 | -100.0% | Q3 2025 | Nov 07, 2025 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.01% | — | -28,881 | -100.0% | Q3 2025 | Oct 23, 2025 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.02% | — | -27,919 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -27,628 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,913 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -18,602 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,289 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,475 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,073 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,900 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,271 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -12,873 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.03% | — | -12,241 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.72% | — | -11,616 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,745 | -100.0% | Q3 2025 | Oct 29, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.02% | — | -9,434 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,285 | -100.0% | Q3 2025 | Oct 15, 2025 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| INSTRUMENTAL WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,619 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -8,576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,450 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,236 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,952 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,727 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -6,500 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -6,266 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.4% | — | -5,790 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,704 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,669 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,341 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,312 | -100.0% | Q3 2025 | Nov 06, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,177 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,038 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -4,800 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -4,755 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,713 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,609 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,175 | -100.0% | Q3 2025 | Dec 16, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,818 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -3,750 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,810 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,261 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,009 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,002 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -950 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -443 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -353 | -100.0% | Q3 2025 | Oct 08, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -350 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2025 | Nov 19, 2025 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 16 | 0 | — | 0.0% | — | -16 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Bogart Wealth, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q4 2025 | Jan 22, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 03, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19 | 0 | — | — | — | +6 | 46.15% | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cromwell Holdings LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |