SONOCO PRODUCTS CO - SON
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 20 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 | 11,009,724 | 480,464 | 0.01% | 0.01% | 1 | +331,780 | 3.11% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 9,924,282 | 433,095 | 0.01% | 0.01% | 2 | -66,028 | -0.66% | Q4 2025 | Jan 29, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 5,901,950 | 257,561 | 0.87% | 0.15% | 3 | +4,880,438 | 477.77% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 4,299,364 | 187,624 | 0.01% | 0.01% | 4 | +24,791 | 0.58% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,898,370 | 170,125 | 0.04% | 0.03% | 5 | +176,949 | 4.75% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,784,346 | 121,508 | 0.01% | 0.01% | 6 | -27,170 | -0.97% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,565,711 | 111,967 | 0.48% | 0.5% | 7 | -112,411 | -4.2% | Q4 2025 | Feb 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 2,061,287 | 90,531 | 0.08% | 0.1% | 8 | -652,692 | -24.05% | Q4 2025 | Jan 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,912,909 | 83,479 | 0.04% | 0.06% | 9 | -204,113 | -9.64% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,829,794 | 79,868 | 0.0% | 0.0% | 10 | +53,540 | 3.01% | Q4 2025 | Feb 09, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,563,390 | 68,226 | 0.15% | 0.08% | 11 | +764,590 | 95.72% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Added to | 1,498,703 | 65,403 | 0.01% | 0.01% | 12 | +178,638 | 13.53% | Q4 2025 | Feb 19, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,430,625 | 62,432 | 0.06% | 0.07% | 13 | -24,674 | -1.7% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,297,372 | 56,617 | 0.04% | 0.04% | 14 | -86,989 | -6.28% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 1,251,407 | 54,611 | 0.01% | — | 15 | +1,251,407 | New | Q4 2025 | Feb 10, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Reduced | 1,140,492 | 49,771 | 2.25% | 1.56% | 16 | -38,335 | -3.25% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,104,733 | 48,210 | 0.01% | 0.01% | 17 | +100,066 | 9.96% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,080,899 | 47,170 | 0.01% | 0.01% | 18 | +6,709 | 0.62% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,017,872 | 44,419 | 0.06% | 0.06% | 19 | +15,122 | 1.51% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 983,697 | 42,927 | 0.01% | — | 20 | +983,697 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 876,895 | 38,267 | 0.04% | 0.0% | 21 | +846,794 | 2813.18% | Q4 2025 | Feb 13, 2026 |
| Invenomic Capital Management LP | History | Added to | 871,442 | 38,029 | 1.77% | 1.76% | 22 | +27,991 | 3.32% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 862,821 | 37,653 | 1.1% | 1.11% | 23 | -577 | -0.07% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 807,972 | 35,260 | 0.0% | 0.0% | 24 | +185,351 | 29.77% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 793,571 | 34,631 | 0.06% | 0.06% | 25 | +75,092 | 10.45% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 787,344 | 34,359 | 0.0% | 0.0% | 26 | -34,099 | -4.15% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 770,767 | 33,636 | 0.0% | 0.0% | 27 | -543,292 | -41.34% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 728,138 | 31,776 | 0.04% | 0.0% | 28 | +721,095 | 10238.46% | Q4 2025 | Jan 09, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 659,128 | 28,764 | 0.03% | 0.03% | 29 | -48,749 | -6.89% | Q4 2025 | Jan 29, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 655,339 | 28,598 | 0.55% | 1.02% | 30 | -523,044 | -44.39% | Q4 2025 | Jan 23, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 643,626 | 28,087 | 0.3% | 0.16% | 31 | +236,349 | 58.03% | Q4 2025 | Feb 17, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | Reduced | 576,700 | 25,167 | 1.02% | 0.93% | 32 | -3,500 | -0.6% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 547,973 | 23,914 | 0.04% | — | 33 | +547,973 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 470,160 | 20,517 | 0.0% | 0.0% | 34 | -15,689 | -3.23% | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 440,884 | 19,240 | 0.06% | 0.03% | 35 | +249,582 | 130.46% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Advisors LP | History | New | 380,677 | 16,612 | 13.96% | — | 36 | +380,677 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 330,249 | 16,086 | 0.76% | 0.76% | 37 | -14,043 | -4.08% | Q4 2025 | Jan 21, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 368,464 | 16,079 | 0.12% | 0.06% | 38 | +193,682 | 110.81% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 360,619 | 15,737 | 0.02% | 0.03% | 39 | -166,860 | -31.63% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 354,401 | 15,466 | 0.0% | 0.0% | 40 | +1,916 | 0.54% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 352,620 | 15,388 | 0.0% | 0.0% | 41 | -63,947 | -15.35% | Q4 2025 | Feb 17, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Reduced | 331,607 | 14,471 | 3.13% | 3.02% | 42 | -19,443 | -5.54% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 326,547 | 14,251 | 0.02% | 0.02% | 43 | +51,273 | 18.63% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 320,686 | 13,994 | 0.03% | 0.01% | 44 | +207,413 | 183.11% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 312,344 | 13,630 | 0.09% | 0.13% | 45 | -137,537 | -30.57% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 306,655 | 13,382 | 0.0% | 0.0% | 46 | -48,802 | -13.73% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 303,784 | 13,257 | 0.0% | 0.0% | 47 | -218,705 | -41.86% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 299,047 | 13,050 | 0.0% | 0.0% | 48 | -9,182 | -2.98% | Q4 2025 | Feb 13, 2026 |
| Concentric Capital Strategies, LP | History | New | 289,417 | 12,630 | 0.61% | — | 49 | +289,417 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 266,347 | 11,623 | 0.04% | 0.03% | 50 | +94,496 | 54.99% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 266,222 | 11,617 | 0.01% | 0.01% | 51 | -12,115 | -4.35% | Q4 2025 | Feb 13, 2026 |
| Access Investment Management LLC | History | No change | 259,875 | 11,198 | 3.01% | 3.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 249,335 | 10,880 | 0.01% | 0.02% | 53 | -65,938 | -20.91% | Q4 2025 | Feb 12, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 238,986 | 10,429 | 6.67% | 6.37% | 54 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 221,912 | 9,684 | 0.05% | 0.06% | 55 | -117 | -0.05% | Q4 2025 | Feb 12, 2026 |
| EVR Research LP | History | Added to | 220,000 | 9,600 | 5.18% | 1.29% | 56 | +170,000 | 340.0% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 218,976 | 9,556 | 0.12% | 0.12% | 57 | -1,960 | -0.89% | Q4 2025 | Feb 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 217,799 | 9,504 | 0.01% | 0.0% | 58 | +157,577 | 261.66% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 213,563 | 9,319 | 0.03% | 0.02% | 59 | +86,626 | 68.24% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 212,127 | 9,257 | 0.0% | 0.0% | 60 | -7,070 | -3.23% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 207,820 | 9,069 | 0.01% | 0.01% | 61 | -6,756 | -3.15% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 203,944 | 8,900 | 0.03% | 0.03% | 62 | +4,943 | 2.48% | Q4 2025 | Feb 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 199,927 | 8,724 | 0.42% | 0.4% | 63 | +6,982 | 3.62% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 196,742 | 8,585 | 0.0% | 0.0% | 64 | -54,884 | -21.81% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 194,400 | 8,483 | 0.01% | 0.0% | 65 | +3,200 | 1.67% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 193,189 | 8,430 | 0.15% | 0.11% | 66 | +42,457 | 28.17% | Q4 2025 | Jan 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 178,137 | 7,774 | 0.13% | — | 67 | +178,137 | New | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 174,855 | 7,630 | 0.0% | 0.0% | 68 | -334 | -0.19% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 170,430 | 7,437 | 0.0% | 0.0% | 69 | -46,380 | -21.39% | Q4 2025 | Mar 25, 2026 |
| Legal & General Group Plc | History | Reduced | 158,299 | 6,908 | 0.0% | 0.0% | 70 | -656 | -0.41% | Q4 2025 | Feb 09, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 155,000 | 6,764 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 154,618 | 6,747 | 0.02% | 0.02% | 72 | +16,337 | 11.81% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 142,573 | 6,221 | 0.01% | 0.01% | 73 | +475 | 0.33% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 141,586 | 6,178 | 0.0% | 0.0% | 74 | -18,351 | -11.47% | Q4 2025 | Feb 13, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | New | 137,805 | 6,013 | 1.34% | — | 75 | +137,805 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 136,167 | 5,942 | 0.0% | 0.0% | 76 | +4,810 | 3.66% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 130,367 | 5,689 | 0.01% | 0.0% | 77 | +89,900 | 222.16% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 127,075 | 5,545 | 0.02% | 0.01% | 78 | +81,467 | 178.62% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 120,527 | 5,259 | 0.02% | 0.03% | 79 | -43,832 | -26.67% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 118,464 | 5,169 | 0.01% | 0.01% | 80 | +29,789 | 33.59% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 118,376 | 5,165 | 0.02% | 0.02% | 81 | -876 | -0.73% | Q4 2025 | Jan 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 116,958 | 5,104 | 0.05% | — | 82 | +116,958 | New | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 116,829 | 5,098 | 0.0% | 0.0% | 83 | -28,704 | -19.72% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 108,882 | 4,753 | 0.0% | 0.0% | 84 | -7,754 | -6.65% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 106,567 | 4,650 | 0.0% | 0.0% | 85 | +24,839 | 30.39% | Q4 2025 | Feb 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 105,765 | 4,615 | 0.13% | 0.13% | 86 | +3,187 | 3.11% | Q4 2025 | Jan 12, 2026 |
| BARCLAYS PLC | History | Reduced | 104,696 | 4,568 | 0.0% | 0.0% | 87 | -92,032 | -46.78% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 102,292 | 4,464 | 0.0% | 0.0% | 88 | -3,126 | -2.97% | Q4 2025 | Feb 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 100,646 | 4,392 | 0.01% | 0.01% | 89 | -3,340 | -3.21% | Q4 2025 | Feb 12, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 100,000 | 4,364 | 0.24% | 0.23% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Synergy Asset Management, LLC | History | New | 94,561 | 4,126 | 0.43% | — | 91 | +94,561 | New | Q4 2025 | Jan 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 92,243 | 4,025 | 0.01% | — | 92 | +92,243 | New | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 90,921 | 3,967 | 0.0% | 0.0% | 93 | +40,531 | 80.43% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 90,834 | 3,963 | 0.0% | 0.0% | 94 | -63 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 90,482 | 3,948 | 0.05% | 0.02% | 95 | +58,790 | 185.5% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 84,744 | 3,931 | 0.01% | 0.01% | 96 | -2,926 | -3.34% | Q4 2025 | Jan 08, 2026 |
| Verition Fund Management LLC | History | Added to | 89,621 | 3,911 | 0.02% | 0.01% | 97 | +6,216 | 7.45% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 82,908 | 3,618 | 0.0% | — | 98 | +82,908 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 81,759 | 3,567 | 0.0% | 0.0% | 99 | -14,879 | -15.4% | Q4 2025 | Feb 11, 2026 |
| RBF Capital, LLC | History | Added to | 79,596 | 3,473 | 0.15% | 0.1% | 100 | +29,596 | 59.19% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 77,963 | 3,403 | 0.0% | 0.0% | 101 | +3,618 | 4.87% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 77,699 | 3,391 | 0.01% | 0.01% | 102 | +9,747 | 14.34% | Q4 2025 | Jan 26, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 52,649 | 3,304 | 0.01% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 75,114 | 3,278 | 0.0% | 0.01% | 104 | -97,220 | -56.41% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 73,191 | 3,194 | 0.0% | 0.01% | 105 | -18,559 | -20.23% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 73,080 | 3,189 | 0.01% | 0.01% | 106 | -2,217 | -2.94% | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 72,473 | 3,162 | 0.05% | 0.03% | 107 | +25,883 | 55.55% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 71,114 | 3,103 | 0.0% | — | 108 | +71,114 | New | Q4 2025 | Feb 13, 2026 |
| WASATCH ADVISORS LP | History | New | 70,037 | 3,056 | 0.02% | — | 109 | +70,037 | New | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Added to | 69,757 | 3,044 | 0.05% | 0.03% | 110 | +30,257 | 76.6% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 67,400 | 2,941 | 0.02% | 0.02% | 111 | +6,000 | 9.77% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 66,882 | 2,918 | 0.0% | 0.0% | 112 | +51,923 | 347.1% | Q4 2025 | Feb 13, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 61,591 | 2,687 | 0.52% | 0.55% | 113 | -3,143 | -4.86% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 59,909 | 2,614 | 0.0% | 0.0% | 114 | +6,286 | 11.72% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 58,850 | 2,568 | 0.12% | 0.28% | 115 | -116,204 | -66.38% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 57,588 | 2,513 | 0.0% | 0.0% | 116 | -11,721 | -16.91% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 54,449 | 2,376 | 0.08% | 0.16% | 117 | -78,808 | -59.14% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 54,238 | 2,367 | 0.0% | 0.0% | 118 | +7,834 | 16.88% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 53,854 | 2,350 | 0.01% | 0.01% | 119 | +8,189 | 17.93% | Q4 2025 | Jan 30, 2026 |
| GABELLI FUNDS LLC | History | New | 53,200 | 2,321 | 0.02% | — | 120 | +53,200 | New | Q4 2025 | Feb 05, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | Added to | 52,891 | 2,271 | 2.15% | 0.89% | 121 | +28,030 | 112.75% | Q4 2025 | Jan 12, 2026 |
| Boston Partners | History | Added to | 51,784 | 2,259 | 0.0% | 0.0% | 122 | +16,664 | 47.45% | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 50,385 | 2,198 | 0.16% | 0.2% | 123 | -8,309 | -14.16% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 49,806 | 2,173 | 0.0% | 0.0% | 124 | +44,403 | 821.82% | Q4 2025 | Feb 11, 2026 |
| ARGA Investment Management, LP | History | No change | 49,097 | 2,142 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 48,492 | 2,116 | 0.04% | — | 126 | +48,492 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 48,191 | 2,103 | 0.01% | 0.01% | 127 | -2,499 | -4.93% | Q4 2025 | Feb 12, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 47,900 | 2,090 | 0.01% | 0.01% | 128 | -18,800 | -28.19% | Q4 2025 | Feb 12, 2026 |
| Mork Capital Management, LLC | History | Added to | 45,130 | 1,969 | 1.2% | 0.59% | 129 | +25,130 | 125.65% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 43,625 | 1,904 | 0.01% | 0.01% | 130 | -1,395 | -3.1% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 43,287 | 1,889 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 42,485 | 1,854 | 0.0% | 0.0% | 132 | -17,646 | -29.35% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 42,332 | 1,847 | 0.15% | 0.15% | 133 | +453 | 1.08% | Q4 2025 | Feb 26, 2026 |
| CastleKnight Management LP | History | New | 42,300 | 1,845 | 0.04% | — | 134 | +42,300 | New | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 38,277 | 1,837 | 0.01% | 0.01% | 135 | +2,250 | 6.25% | Q4 2025 | Feb 18, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 41,256 | 1,800 | 0.01% | 0.01% | 136 | -3,013 | -6.81% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 41,049 | 1,791 | 0.02% | 0.02% | 137 | -4,502 | -9.88% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 40,789 | 1,780 | 0.01% | 0.02% | 138 | -3,506 | -7.92% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 40,381 | 1,762 | 0.0% | 0.0% | 139 | -10,025 | -19.89% | Q4 2025 | Feb 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 39,924 | 1,742 | 0.0% | 0.0% | 140 | +34,299 | 609.76% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 39,333 | 1,716 | 0.25% | 0.34% | 141 | -16,674 | -29.77% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 38,724 | 1,689 | 0.01% | 0.01% | 142 | -407 | -1.04% | Q4 2025 | Jan 30, 2026 |
| Fruth Investment Management | History | Reduced | 38,320 | 1,672 | 0.45% | 0.45% | 143 | -200 | -0.52% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Reduced | 36,816 | 1,606 | 0.02% | 0.02% | 144 | -5,418 | -12.83% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,821 | 1,606 | 0.02% | 0.02% | 145 | +87 | 0.24% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 36,367 | 1,587 | 0.0% | 0.0% | 146 | +9,500 | 35.36% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 36,112 | 1,575 | 0.0% | 0.0% | 147 | -76,663 | -67.98% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 32,704 | 1,559 | 0.02% | 0.02% | 148 | -706 | -2.11% | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 35,384 | 1,544 | 0.05% | 0.06% | 149 | -8,445 | -19.27% | Q4 2025 | Feb 11, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 35,330 | 1,541 | 0.02% | 0.03% | 150 | -5,016 | -12.43% | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | No change | 34,666 | 1,512 | 0.33% | 0.34% | 151 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 34,582 | 1,509 | 0.0% | 0.0% | 152 | +6,345 | 22.47% | Q4 2025 | Feb 18, 2026 |
| Westhampton Capital, LLC | History | Added to | 34,532 | 1,506 | 0.71% | 0.72% | 153 | +425 | 1.25% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 34,235 | 1,494 | 0.0% | 0.0% | 154 | -1,446 | -4.05% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 34,223 | 1,493 | 0.84% | — | 155 | +34,223 | New | Q4 2025 | Feb 18, 2026 |
| Amundi | History | Reduced | 33,689 | 1,470 | 0.0% | 0.0% | 156 | -209,270 | -86.13% | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Management, LLC | History | Added to | 32,958 | 1,438 | 0.48% | 0.48% | 157 | +400 | 1.23% | Q4 2025 | Jan 29, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Reduced | 32,803 | 1,431 | 0.86% | 1.01% | 158 | -1,744 | -5.05% | Q4 2025 | Jan 23, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 31,681 | 1,382 | 0.02% | 0.02% | 159 | +5,042 | 18.93% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,446 | 1,372 | 0.0% | 0.0% | 160 | -4,934 | -13.56% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 31,053 | 1,355 | 0.01% | 0.0% | 161 | +20,771 | 202.01% | Q4 2025 | Jan 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 30,890 | 1,348 | 0.02% | 0.01% | 162 | +174 | 0.57% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Added to | 30,659 | 1,337 | 0.0% | 0.0% | 163 | +5,863 | 23.64% | Q4 2025 | Feb 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 30,613 | 1,335 | 0.02% | 0.02% | 164 | +633 | 2.11% | Q4 2025 | Feb 11, 2026 |
| Freestone Grove Partners LP | History | Added to | 30,468 | 1,329 | 0.01% | 0.0% | 165 | +21,347 | 234.04% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 30,138 | 1,315 | 0.0% | 0.0% | 166 | -6,712 | -18.21% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 30,090 | 1,313 | 0.0% | 0.01% | 167 | -27,581 | -47.82% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 29,634 | 1,293 | 0.0% | 0.0% | 168 | -1,124 | -3.65% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 29,552 | 1,289 | 0.03% | 0.02% | 169 | +812 | 2.83% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,016 | 1,266 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 29,006 | 1,265 | 0.01% | 0.01% | 171 | +5,894 | 25.5% | Q4 2025 | Feb 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 28,661 | 1,250 | 0.0% | 0.0% | 172 | +2,410 | 9.18% | Q4 2025 | Jan 27, 2026 |
| Arizona State Retirement System | History | Reduced | 27,551 | 1,202 | 0.01% | 0.01% | 173 | -1,634 | -5.6% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,386 | 1,195 | 0.0% | 0.0% | 174 | -27,869 | -50.44% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 27,331 | 1,191 | 0.01% | 0.01% | 175 | +2,023 | 7.99% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,300 | 1,191 | 0.02% | 0.02% | 176 | -200 | -0.73% | Q4 2025 | Jan 16, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 26,650 | 1,163 | 0.09% | 0.08% | 177 | -850 | -3.09% | Q4 2025 | Jan 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 25,135 | 1,096 | 0.0% | 0.0% | 178 | -1,402 | -5.28% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 25,072 | 1,094 | 0.0% | 0.0% | 179 | -6,851 | -21.46% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,682 | 1,077 | 0.01% | 0.01% | 180 | -631 | -2.49% | Q4 2025 | Feb 10, 2026 |
| ING GROEP NV | History | Reduced | 24,500 | 1,069 | 0.01% | 0.02% | 181 | -65,900 | -72.9% | Q4 2025 | Feb 11, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 23,496 | 1,025 | 0.04% | — | 182 | +23,496 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 23,351 | 1,019 | 0.0% | 0.0% | 183 | -100 | -0.43% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 23,115 | 1,008 | 0.0% | 0.0% | 184 | -17,417 | -42.97% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 23,044 | 1,005 | 0.01% | 0.01% | 185 | -1,630 | -6.61% | Q4 2025 | Jan 29, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 23,010 | 1,004 | 0.19% | 0.19% | 186 | -500 | -2.13% | Q4 2025 | Jan 23, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 20,503 | 998 | 0.06% | 0.06% | 187 | -775 | -3.64% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 22,630 | 987 | 0.0% | 0.0% | 188 | +567 | 2.57% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 22,068 | 963 | 0.01% | 0.01% | 189 | +84 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 21,400 | 933 | 0.0% | — | 190 | +21,400 | New | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 21,117 | 921 | 0.02% | — | 191 | +21,117 | New | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 21,100 | 920 | 0.0% | 0.0% | 192 | +300 | 1.44% | Q4 2025 | Jan 28, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 20,718 | 904 | 0.31% | 0.31% | 193 | +203 | 0.99% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,300 | 885 | 0.0% | 0.0% | 194 | -45,500 | -69.15% | Q4 2025 | Feb 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 19,900 | 868 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 19,860 | 866 | 0.0% | — | 196 | +19,860 | New | Q4 2025 | Feb 06, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 19,788 | 863 | 0.08% | 0.09% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 19,716 | 860 | 0.01% | 0.01% | 198 | -100 | -0.5% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,647 | 857 | 0.0% | 0.0% | 199 | +7,753 | 65.18% | Q4 2025 | Feb 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 19,519 | 851 | 0.01% | 0.01% | 200 | +2,317 | 13.47% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,057 | 831 | 0.0% | 0.0% | 202 | +4,811 | 33.77% | Q4 2025 | Feb 17, 2026 |
| EQUITABLE TRUST CO | History | No change | 19,052 | 831 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Reduced | 18,859 | 823 | 0.0% | 0.01% | 203 | -25,969 | -57.93% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 18,238 | 795 | 0.0% | 0.0% | 204 | -2,407 | -11.66% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,178 | 793 | 0.0% | 0.0% | 205 | +4,802 | 35.9% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 18,165 | 792 | 0.0% | 0.0% | 206 | -8,471 | -31.8% | Q4 2025 | Feb 11, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 17,785 | 776 | 0.01% | 0.02% | 207 | -3,684 | -17.16% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,632 | 769 | 0.01% | 0.02% | 208 | -5,191 | -22.74% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 17,389 | 758 | 0.44% | — | 209 | +17,389 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,249 | 752 | 0.0% | 0.0% | 210 | -9,298 | -35.02% | Q4 2025 | Feb 12, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | New | 17,191 | 750 | 0.36% | — | 211 | +17,191 | New | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,151 | 748 | 0.0% | 0.0% | 212 | -1,595 | -8.51% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 17,081 | 745 | 0.01% | 0.01% | 213 | -1,729 | -9.19% | Q4 2025 | Feb 05, 2026 |
| Oak Thistle LLC | History | Reduced | 17,043 | 743 | 0.1% | 0.19% | 214 | -12,626 | -42.56% | Q4 2025 | Jan 21, 2026 |
| Essex Bank | History | Reduced | 16,668 | 727 | 0.16% | 0.16% | 215 | -120 | -0.71% | Q4 2025 | Feb 02, 2026 |
| PEAK6 LLC | History | New | 16,042 | 700 | 0.0% | — | 216 | +16,042 | New | Q4 2025 | Mar 12, 2026 |
| BAILARD, INC. | History | Reduced | 16,000 | 698 | 0.02% | 0.02% | 217 | -8,700 | -35.22% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 15,370 | 670 | 0.01% | 0.01% | 218 | +7,715 | 100.78% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Added to | 15,185 | 662 | 0.0% | 0.0% | 219 | +135 | 0.9% | Q4 2025 | Feb 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 15,097 | 658 | 0.16% | 0.18% | 220 | -1,429 | -8.65% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Reduced | 14,905 | 650 | 0.0% | 0.0% | 221 | -430 | -2.8% | Q4 2025 | Mar 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,537 | 634 | 0.0% | 0.0% | 222 | +3,596 | 32.87% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 14,203 | 619 | 0.14% | 0.13% | 224 | +1,817 | 14.67% | Q4 2025 | Jan 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 14,206 | 619 | 0.01% | 0.01% | 223 | -817 | -5.44% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 14,102 | 615 | 0.0% | 0.01% | 225 | -2,340 | -14.23% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,903 | 606 | 0.0% | 0.0% | 226 | -173 | -1.23% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13,791 | 601 | 0.02% | 0.03% | 227 | -2,693 | -16.34% | Q4 2025 | Jan 13, 2026 |
| Trust Co of the South | History | Reduced | 13,778 | 601 | 0.1% | 0.1% | 228 | -298 | -2.12% | Q4 2025 | Jan 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,263 | 578 | 0.0% | 0.0% | 229 | +3,251 | 32.47% | Q4 2025 | Jan 26, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 13,231 | 577 | 0.01% | 0.01% | 230 | -175 | -1.31% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,182 | 575 | 0.0% | 0.0% | 231 | -241 | -1.8% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 13,033 | 572 | 0.03% | — | 233 | +13,033 | New | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 13,119 | 572 | 0.0% | 0.0% | 232 | +5,243 | 66.57% | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 13,000 | 567 | 0.01% | 0.01% | 234 | +5,000 | 62.5% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,956 | 565 | 0.0% | 0.0% | 235 | +3,742 | 40.61% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,719 | 555 | 0.0% | 0.0% | 236 | +1,861 | 17.14% | Q4 2025 | Feb 18, 2026 |
| Evanson Asset Management, LLC | History | No change | 2,927 | 541 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 12,330 | 538 | 0.39% | 0.42% | 238 | -196 | -1.56% | Q4 2025 | Jan 23, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 12,201 | 532 | 0.05% | 0.06% | 239 | -541 | -4.25% | Q4 2025 | Jan 16, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 11,799 | 514 | 0.0% | 0.0% | 240 | -1,201 | -9.24% | Q4 2025 | Feb 24, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 11,562 | 504 | 0.3% | 0.58% | 241 | -10,665 | -47.98% | Q4 2025 | Jan 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 11,483 | 501 | 0.0% | 0.0% | 242 | -2,827 | -19.76% | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 10,773 | 470 | 0.04% | — | 243 | +10,773 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | New | 10,706 | 467 | 0.04% | — | 244 | +10,706 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 10,674 | 465 | 0.01% | 0.01% | 245 | +4,926 | 85.7% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 10,491 | 457 | 0.0% | 0.0% | 246 | -75,090 | -87.74% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,481 | 457 | 0.0% | 0.0% | 247 | -1,979 | -15.88% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,334 | 450 | 0.0% | 0.0% | 248 | -219 | -2.08% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 9,981 | 435 | 0.01% | 0.03% | 249 | -6,574 | -39.71% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,650 | 421 | 0.0% | — | 250 | +9,650 | New | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | Reduced | 9,586 | 418 | 0.0% | 0.0% | 251 | -354 | -3.56% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,526 | 415 | 0.0% | 0.0% | 252 | -462 | -4.63% | Q4 2025 | Feb 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 9,500 | 414 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,365 | 409 | 0.0% | 0.0% | 254 | -6,025 | -39.15% | Q4 2025 | Feb 11, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 9,054 | 401 | 0.14% | 0.14% | 255 | -366 | -3.89% | Q4 2025 | Jan 06, 2026 |
| XPONANCE LLC | History | Reduced | 9,179 | 400 | 0.0% | 0.0% | 256 | -1,864 | -16.88% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,873 | 387 | 0.0% | 0.0% | 257 | +594 | 7.17% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 8,828 | 385 | 0.01% | 0.03% | 259 | -7,633 | -46.37% | Q4 2025 | Jan 14, 2026 |
| Eastover Investment Advisors LLC | History | Reduced | 8,830 | 385 | 0.17% | 0.17% | 258 | -120 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 8,767 | 382 | 0.02% | 0.02% | 260 | +448 | 5.39% | Q4 2025 | Jan 22, 2026 |
| Sivia Capital Partners, LLC | History | New | 8,602 | 375 | 0.08% | — | 261 | +8,602 | New | Q4 2025 | Feb 10, 2026 |
| William B. Walkup & Associates, Inc. | History | Added to | 8,517 | 371 | 0.2% | 0.18% | 262 | +699 | 8.94% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 8,466 | 369 | 0.0% | — | 263 | +8,466 | New | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 8,458 | 369 | 0.01% | — | 264 | +8,458 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | New | 8,269 | 360 | 0.02% | — | 265 | +8,269 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,232 | 359 | 0.01% | 0.01% | 266 | +14 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 8,049 | 351 | 0.01% | 0.01% | 267 | -525 | -6.12% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 8,040 | 350 | 0.0% | — | 268 | +8,040 | New | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 8,000 | 349 | 0.0% | — | 269 | +8,000 | New | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Reduced | 7,988 | 348 | 0.01% | 0.02% | 270 | -9,789 | -55.07% | Q4 2025 | Mar 12, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 7,961 | 347 | 0.11% | 0.09% | 271 | -366 | -4.4% | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 7,932 | 346 | 0.0% | 0.0% | 272 | -879 | -9.98% | Q4 2025 | Feb 12, 2026 |
| MTM Investment Management, LLC | History | No change | 7,866 | 343 | 0.11% | 0.11% | 273 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FourThought Financial Partners, LLC | History | New | 7,635 | 333 | 0.03% | — | 275 | +7,635 | New | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,634 | 333 | 0.0% | 0.0% | 274 | -6,258 | -45.05% | Q4 2025 | Jan 05, 2026 |
| WINTON GROUP Ltd | History | Reduced | 7,601 | 331 | 0.01% | 0.03% | 276 | -10,580 | -58.19% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 7,551 | 329 | 0.03% | 0.02% | 277 | +2,755 | 57.44% | Q4 2025 | Jan 20, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 7,394 | 322 | 0.04% | 0.04% | 278 | +724 | 10.85% | Q4 2025 | Jan 16, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 7,252 | 316 | 0.0% | 0.0% | 279 | +146 | 2.05% | Q4 2025 | Feb 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 7,161 | 312 | 0.01% | 0.01% | 280 | -225 | -3.05% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | New | 7,126 | 310 | 0.0% | — | 281 | +7,126 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | New | 7,008 | 305 | 0.01% | — | 282 | +7,008 | New | Q4 2025 | Feb 09, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,694 | 292 | 0.0% | 0.0% | 283 | -14,850 | -68.93% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,685 | 291 | 0.0% | — | 284 | +6,685 | New | Q4 2025 | Feb 18, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,674 | 291 | 0.02% | — | 286 | +6,674 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | New | 6,658 | 291 | 0.0% | — | 285 | +6,658 | New | Q4 2025 | Jan 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 6,654 | 290 | 0.0% | 0.0% | 287 | -4,020 | -37.66% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 6,599 | 287 | 0.01% | 0.01% | 288 | +186 | 2.9% | Q4 2025 | Feb 04, 2026 |
| CONNABLE OFFICE INC | History | New | 6,546 | 285 | 0.03% | — | 289 | +6,546 | New | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 6,493 | 283 | 0.0% | 0.0% | 290 | -250 | -3.71% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 6,446 | 281 | 0.0% | 0.0% | 291 | -1,159 | -15.24% | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | New | 5,681 | 276 | 0.01% | — | 293 | +5,681 | New | Q4 2025 | Jan 28, 2026 |
| FIRST HORIZON CORP | History | No change | 6,330 | 276 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | No change | 6,315 | 275 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | New | 6,293 | 274 | 0.0% | — | 295 | +6,293 | New | Q4 2025 | Feb 12, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 6,185 | 269 | 0.12% | 0.13% | 296 | -657 | -9.6% | Q4 2025 | Jan 16, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 6,133 | 267 | 0.0% | 0.0% | 297 | -762 | -11.05% | Q4 2025 | Feb 03, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 6,125 | 267 | 0.05% | 0.06% | 298 | -500 | -7.55% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,073 | 265 | 0.0% | 0.0% | 299 | +299 | 5.18% | Q4 2025 | Mar 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,065 | 264 | 0.0% | 0.0% | 300 | +59 | 0.98% | Q4 2025 | Feb 12, 2026 |
| BFSG, LLC | History | Added to | 6,056 | 264 | 0.03% | 0.03% | 301 | +30 | 0.5% | Q4 2025 | Jan 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,365 | 262 | 0.01% | 0.01% | 302 | -1,922 | -26.38% | Q4 2025 | Jan 27, 2026 |
| Wedmont Private Capital | History | Reduced | 5,708 | 260 | 0.01% | 0.01% | 303 | -241 | -4.05% | Q4 2025 | Jan 08, 2026 |
| Abel Hall, LLC | History | New | 5,844 | 255 | 0.06% | — | 304 | +5,844 | New | Q4 2025 | Feb 17, 2026 |
| Nicholson Wealth Management Group, LLC | History | Reduced | 5,853 | 255 | 0.15% | 0.16% | 305 | -600 | -9.3% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,824 | 254 | 0.0% | 0.0% | 306 | -263 | -4.32% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 5,702 | 248 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | New | 5,507 | 240 | 0.0% | — | 308 | +5,507 | New | Q4 2025 | Feb 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 5,423 | 236 | 0.02% | 0.2% | 309 | -32,848 | -85.83% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,339 | 232 | 0.02% | 0.02% | 310 | -450 | -7.77% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 5,039 | 229 | 0.02% | 0.02% | 311 | -42 | -0.83% | Q4 2025 | Jan 28, 2026 |
| Utah Retirement Systems | History | No change | 5,200 | 226 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 5,106 | 222 | 0.03% | 0.03% | 313 | -300 | -5.55% | Q4 2025 | Jan 21, 2026 |
| Vontobel Holding Ltd. | History | New | 5,000 | 218 | 0.0% | — | 314 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,953 | 216 | 0.0% | 0.0% | 315 | -857 | -14.75% | Q4 2025 | Feb 05, 2026 |
| Caerus Investment Advisors, LLC | History | New | 4,928 | 215 | 0.07% | — | 317 | +4,928 | New | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,940 | 215 | 0.0% | 0.0% | 316 | -1,379 | -21.82% | Q4 2025 | Jan 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,933 | 215 | 0.08% | 0.08% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,677 | 204 | 0.01% | 0.01% | 319 | +2,088 | 80.65% | Q4 2025 | Feb 10, 2026 |
| Polymer Capital Management (US) LLC | History | New | 4,662 | 203 | 0.02% | — | 321 | +4,662 | New | Q4 2025 | Feb 17, 2026 |
| waypoint wealth counsel | History | New | 4,655 | 203 | 0.07% | — | 320 | +4,655 | New | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,459 | 195 | 0.0% | 0.0% | 322 | +2,535 | 131.76% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 4,037 | 176 | 0.01% | 0.01% | 323 | -666 | -14.16% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,017 | 175 | 0.0% | 0.0% | 324 | -1,597 | -28.45% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,971 | 173 | 0.0% | 0.0% | 325 | -720 | -15.35% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,794 | 165 | 0.0% | 0.0% | 326 | +3,355 | 764.24% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,525 | 153 | 0.0% | 0.0% | 327 | -119 | -3.27% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,996 | 130 | 0.0% | — | 328 | +2,996 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 2,996 | 130 | 0.0% | 0.0% | 329 | +237 | 8.59% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,867 | 125 | 0.01% | — | 330 | +2,867 | New | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | Reduced | 2,851 | 124 | 0.02% | 0.03% | 331 | -1,030 | -26.54% | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | Reduced | 2,805 | 122 | 0.04% | 0.14% | 332 | -7,715 | -73.34% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,789 | 121 | 0.0% | 0.0% | 333 | -1,725 | -38.21% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 2,766 | 120 | 0.0% | 0.05% | 334 | -80,721 | -96.69% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 2,768 | 120 | 0.01% | 0.07% | 335 | -21,311 | -88.5% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 2,714 | 118 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | Added to | 2,642 | 115 | 0.01% | 0.0% | 338 | +1,766 | 201.6% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,653 | 115 | 0.0% | 0.0% | 337 | -13 | -0.49% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,601 | 113 | 0.01% | 0.01% | 339 | -266 | -9.28% | Q4 2025 | Jan 05, 2026 |
| Covestor Ltd | History | Added to | 2,474 | 108 | 0.06% | 0.0% | 340 | +2,297 | 1297.74% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Added to | 2,358 | 102 | 0.0% | 0.0% | 341 | +4 | 0.17% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,310 | 100 | 0.0% | 0.0% | 342 | -147 | -5.98% | Q4 2025 | Jan 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,260 | 98 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,227 | 97 | 0.0% | 0.01% | 344 | -748 | -25.14% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | No change | 2,210 | 96 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,999 | 87 | 0.0% | 0.0% | 346 | -238 | -10.64% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,804 | 78 | 0.0% | 0.0% | 347 | +1,202 | 199.67% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,785 | 77 | 0.0% | 0.0% | 349 | -1,208 | -40.36% | Q4 2025 | Mar 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,783 | 77 | 0.01% | 0.0% | 348 | +1,097 | 159.91% | Q4 2025 | Jan 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,639 | 71 | 0.04% | 0.01% | 350 | +739 | 82.11% | Q4 2025 | Feb 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,558 | 68 | 0.0% | 0.0% | 352 | +411 | 35.83% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,580 | 68 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | No change | 1,400 | 61 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,320 | 57 | 0.0% | 0.0% | 354 | +559 | 73.46% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 1,200 | 52 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hilltop National Bank | History | Reduced | 1,138 | 49 | 0.01% | 0.01% | 356 | -152 | -11.78% | Q4 2025 | Jan 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,082 | 47 | 0.0% | — | 357 | +1,082 | New | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 904 | 39 | 0.01% | 0.03% | 358 | -2,497 | -73.42% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 810 | 35 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 669 | 29 | 0.0% | 0.01% | 360 | -700 | -51.13% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | New | 672 | 29 | 0.0% | — | 362 | +672 | New | Q4 2025 | Feb 04, 2026 |
| Quent Capital, LLC | History | Added to | 674 | 29 | 0.0% | 0.0% | 361 | +115 | 20.57% | Q4 2025 | Jan 29, 2026 |
| Estabrook Capital Management | History | Reduced | 653 | 28 | 0.0% | 0.01% | 363 | -536 | -45.08% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 650 | 28 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 635 | 27 | 0.01% | 0.08% | 365 | -2,510 | -79.81% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 600 | 26 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 590 | 25 | 0.0% | 0.0% | 367 | +258 | 77.71% | Q4 2025 | Feb 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 550 | 24 | 0.01% | 0.04% | 368 | -753 | -57.79% | Q4 2025 | Mar 03, 2026 |
| Kennebec Savings Bank | History | Reduced | 556 | 24 | 0.02% | 0.02% | 369 | -51 | -8.4% | Q4 2025 | Jan 22, 2026 |
| Bayforest Capital Ltd | History | Reduced | 535 | 23 | 0.02% | 0.46% | 372 | -22,087 | -97.64% | Q4 2025 | Jan 27, 2026 |
| Key Capital Management, INC | History | New | 530 | 23 | 0.02% | — | 373 | +530 | New | Q4 2025 | Jan 26, 2026 |
| Kingdom Financial Group LLC. | History | New | 527 | 23 | 0.01% | — | 370 | +527 | New | Q4 2025 | Feb 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 532 | 23 | 0.02% | 0.02% | 371 | +19 | 3.7% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 511 | 22 | 0.0% | 0.0% | 374 | -298 | -36.84% | Q4 2025 | Jan 26, 2026 |
| OPTIMA CAPITAL LLC | History | New | 500 | 21 | 0.01% | — | 376 | +500 | New | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | No change | 500 | 21 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 475 | 20 | 0.0% | 1.37% | 377 | -479,832 | -99.9% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Reduced | 462 | 20 | 0.0% | 0.0% | 379 | -1,438 | -75.68% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 447 | 20 | 0.0% | 0.0% | 378 | -453 | -50.33% | Q4 2025 | Jan 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 473 | 18 | 0.0% | — | 380 | +473 | New | Q4 2025 | Feb 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 432 | 18 | 0.01% | 0.01% | 382 | +5 | 1.17% | Q4 2025 | Jan 05, 2026 |
| Front Row Advisors LLC | History | No change | 418 | 18 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 392 | 17 | 0.0% | 0.0% | 384 | -474 | -54.73% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 17 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 358 | 16 | 0.0% | 0.0% | 385 | +5 | 1.42% | Q4 2025 | Jan 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 341 | 14 | 0.0% | 0.0% | 387 | -997 | -74.51% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Reduced | 326 | 14 | 0.0% | 0.0% | 386 | -225 | -40.83% | Q4 2025 | Feb 11, 2026 |
| Ransom Advisory, Ltd | History | No change | 325 | 14 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 317 | 13 | 0.01% | 0.01% | 389 | -16 | -4.8% | Q4 2025 | Jan 28, 2026 |
| GoalVest Advisory LLC | History | Reduced | 291 | 12 | 0.0% | 0.28% | 390 | -30,703 | -99.06% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 264 | 11 | 0.0% | 0.0% | 391 | +140 | 112.9% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 254 | 11 | 0.0% | 0.0% | 392 | +60 | 30.93% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 243 | 10 | 0.0% | — | 393 | +243 | New | Q4 2025 | Feb 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 242 | 10 | 0.0% | — | 394 | +242 | New | Q4 2025 | Jan 09, 2026 |
| DV Trading LLC | History | New | 200 | 8 | 0.0% | — | 397 | +200 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | New | 185 | 8 | 0.0% | — | 395 | +185 | New | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 200 | 8 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 165 | 7 | 0.0% | 0.0% | 399 | -245 | -59.76% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 174 | 7 | 0.0% | — | 398 | +174 | New | Q4 2025 | Jan 27, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 171 | 7 | 0.0% | 0.0% | 401 | -20 | -10.47% | Q4 2025 | Feb 12, 2026 |
| YANKCOM Partnership | History | No change | 170 | 7 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Reduced | 153 | 6 | 0.0% | 0.0% | 404 | -26 | -14.53% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 139 | 6 | 0.0% | 0.0% | 402 | +14 | 11.2% | Q4 2025 | Feb 09, 2026 |
| Smithfield Trust Co | History | No change | 135 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 128 | 5 | 0.0% | — | 407 | +128 | New | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 117 | 5 | 0.0% | 0.0% | 405 | +43 | 58.11% | Q4 2025 | Jan 23, 2026 |
| Investors Research Corp | History | No change | 124 | 5 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 100 | 4 | 0.0% | — | 412 | +100 | New | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 108 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 109 | 4 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stephens Consulting, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 80 | 3 | 0.0% | 0.01% | 413 | -2,656 | -97.08% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 75 | 3 | 0.0% | 0.01% | 418 | -669 | -89.92% | Q4 2025 | Jan 08, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 76 | 3 | 0.0% | — | 419 | +76 | New | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 85 | 3 | 0.0% | 0.0% | 417 | +53 | 165.63% | Q4 2025 | Feb 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 71 | 3 | 0.0% | 0.0% | 414 | +37 | 108.82% | Q4 2025 | Jan 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 88 | 3 | 0.0% | 0.0% | 415 | +3 | 3.53% | Q4 2025 | Feb 03, 2026 |
| DT Investment Partners, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 46 | 2 | 0.0% | 0.0% | 422 | -956 | -95.41% | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | Added to | 57 | 2 | 0.0% | — | 420 | +53 | 1325.0% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 55 | 2 | 0.0% | 0.0% | 421 | +22 | 66.67% | Q4 2025 | Jan 14, 2026 |
| High Note Wealth, LLC | History | Added to | 50 | 2 | 0.0% | 0.0% | 423 | +8 | 19.05% | Q4 2025 | Feb 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 38 | 1 | 0.0% | — | 424 | +38 | New | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 36 | 1 | 0.0% | — | 428 | +36 | New | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | New | 28 | 1 | 0.0% | — | 430 | +28 | New | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | New | 27 | 1 | 0.0% | — | 426 | +27 | New | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 24 | 1 | 0.0% | — | 425 | +24 | New | Q4 2025 | Jan 22, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 431 | -17 | -29.82% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | No change | 30 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -594,592 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -300,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| STEADFAST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.15% | — | -201,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UniSuper Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -93,182 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -77,914 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -71,171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -69,998 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.1% | — | -58,171 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -57,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ClearAlpha Technologies LP | History | Closed out | 0 | 0 | — | 5.08% | — | -43,078 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.39% | — | -41,500 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -38,207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.26% | — | -36,104 | -100.0% | Q3 2025 | Nov 13, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -33,476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,366 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.18% | — | -26,395 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.28% | — | -25,234 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,839 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -20,001 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pinion Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -18,226 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,006 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -15,371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,314 | -100.0% | Q3 2025 | Oct 30, 2025 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -13,046 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -12,526 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,229 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,777 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -11,643 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,577 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,800 | -100.0% | Q3 2025 | Oct 17, 2025 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -10,181 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Closed out | 0 | 0 | — | 0.01% | — | -9,297 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,669 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,194 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,944 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,844 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,758 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,638 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,558 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,386 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Krane Funds Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,240 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,778 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VIAWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,769 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CFC Planning Co LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,645 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,115 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,918 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,294 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -684 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -473 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rossby Financial, LCC | History | Reduced | 20 | 0 | — | 0.0% | — | -120 | -85.71% | Q4 2025 | Feb 12, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TradeLink Capital LLC | History | Closed out | 0 | 0 | — | 1.61% | — | -52 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 3 | 0 | — | 0.0% | — | -26 | -89.66% | Q4 2025 | Feb 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -11 | -35.48% | Q4 2025 | Jan 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 6 | 0 | — | — | — | -11 | -64.71% | Q4 2025 | Jan 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 06, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -5 | -62.5% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | Added to | 16 | 0 | — | — | — | +5 | 45.45% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q4 2025 | Feb 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Manchester Capital Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cromwell Holdings LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |