SOUNDHOUND AI, INC. - SOUN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 45,367,437 | 452,313 | 0.01% | 0.01% | 1 | +1,909,868 | 4.39% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 31,409,147 | 313,149 | 0.01% | 0.01% | 2 | +1,297,377 | 4.31% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,389,071 | 153,429 | 0.02% | 0.03% | 3 | -3,404,052 | -18.11% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 9,180,321 | 91,543 | 0.01% | 0.01% | 4 | +273,097 | 3.07% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 8,987,522 | 89,605 | 0.01% | 0.01% | 5 | +2,917,280 | 48.06% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 8,691,235 | 86,651 | 0.0% | 0.0% | 6 | +80,908 | 0.94% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,643,970 | 66,240 | 0.01% | 0.02% | 7 | -2,364,344 | -26.25% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,614,365 | 65,945 | 0.0% | 0.01% | 8 | -6,543,016 | -49.73% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 6,124,283 | 61,059 | 0.01% | 0.01% | 9 | +2,676,707 | 77.64% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,085,931 | 60,678 | 0.09% | 0.15% | 10 | +388,585 | 6.82% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,285,174 | 52,693 | 0.01% | 0.03% | 11 | -7,244,132 | -57.82% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 4,855,586 | 48,410 | 0.03% | 0.05% | 12 | -529,273 | -9.83% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,364,998 | 33,549 | 0.01% | 0.01% | 13 | +82,428 | 2.51% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,063,368 | 30,541 | 0.0% | 0.01% | 14 | -118,283 | -3.72% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 2,811,400 | 28,029 | 0.08% | 0.02% | 15 | +2,430,900 | 638.87% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 2,364,300 | 23,572 | 0.02% | 0.01% | 16 | +1,557,300 | 192.97% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 2,199,511 | 21,929 | 0.08% | 0.01% | 17 | +2,106,298 | 2259.66% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,166,388 | 21,598 | 0.0% | 0.0% | 18 | -94,975 | -4.2% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Reduced | 1,873,843 | 18,682 | 0.01% | 0.01% | 19 | -185,515 | -9.01% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,409,274 | 14,050 | 0.01% | 0.01% | 20 | +327,186 | 30.24% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,381,647 | 13,775 | 0.0% | 0.0% | 21 | +67,723 | 5.15% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | Reduced | 1,311,710 | 13,077 | 0.24% | 0.41% | 22 | -51,695 | -3.79% | Q4 2025 | Jan 23, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 1,275,250 | 12,714 | 0.19% | 0.43% | 23 | -1,449,808 | -53.2% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 1,226,894 | 12,232 | 0.15% | 0.26% | 24 | -121,315 | -9.0% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 1,126,464 | 11,230 | 0.37% | 0.04% | 25 | +1,037,702 | 1169.08% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,086,770 | 10,835 | 0.01% | 0.01% | 26 | +193,559 | 21.67% | Q4 2025 | Feb 13, 2026 |
| Sculptor Capital LP | History | No change | 1,024,200 | 10,211 | 0.11% | 0.19% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 962,786 | 9,598 | 0.0% | 0.0% | 28 | -83,174 | -7.95% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 957,549 | 9,546 | 0.04% | 0.04% | 29 | +313,963 | 48.78% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 950,126 | 9,472 | 0.0% | 0.0% | 30 | +602,683 | 173.46% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 805,325 | 8,029 | 0.0% | 0.0% | 31 | +131,957 | 19.6% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Reduced | 790,264 | 7,878 | 0.05% | 0.09% | 32 | -52,649 | -6.25% | Q4 2025 | Feb 12, 2026 |
| Clear Street Group Inc. | History | Reduced | 783,241 | 7,808 | 0.03% | 0.04% | 33 | -21,759 | -2.7% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 739,800 | 7,375 | 0.0% | 0.01% | 34 | +23,900 | 3.34% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 673,372 | 6,713 | 0.0% | 0.0% | 35 | +154,842 | 29.86% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 658,790 | 6,568 | 0.0% | 0.0% | 36 | +29,917 | 4.76% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 643,744 | 6,418 | 0.01% | 0.02% | 37 | -189,576 | -22.75% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 637,134 | 6,352 | 0.0% | 0.0% | 38 | +24,550 | 4.01% | Q4 2025 | Feb 11, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 623,413 | 6,215 | 0.09% | 0.15% | 39 | -10,000 | -1.58% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 588,647 | 5,868 | 0.01% | 0.01% | 40 | +26,434 | 4.7% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 561,906 | 5,602 | 0.0% | 0.01% | 41 | -1,093,835 | -66.06% | Q4 2025 | Jan 29, 2026 |
| Engineers Gate Manager LP | History | Added to | 559,540 | 5,578 | 0.07% | 0.02% | 42 | +425,361 | 317.01% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 542,390 | 5,407 | 0.0% | 0.0% | 43 | +3,933 | 0.73% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 475,500 | 4,740 | 0.01% | 0.03% | 44 | -1,428,950 | -75.03% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 473,328 | 4,719 | 0.01% | 0.04% | 45 | -114,272 | -19.45% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 462,896 | 4,615 | 0.0% | 0.01% | 46 | -74,300 | -13.83% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 443,319 | 4,419 | 0.01% | 0.0% | 47 | +303,810 | 217.77% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 441,134 | 4,398 | 0.0% | 0.0% | 48 | +44,103 | 11.11% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 427,370 | 4,260 | 0.12% | 0.08% | 49 | +159,792 | 59.72% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 401,626 | 4,004 | 0.0% | 0.0% | 50 | +65,255 | 19.4% | Q4 2025 | Feb 18, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 362,202 | 3,611 | 0.0% | 0.01% | 51 | +51,588 | 16.61% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 356,880 | 3,559 | 0.0% | 0.01% | 52 | -6,419,952 | -94.73% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 354,027 | 3,529 | 0.01% | 0.0% | 53 | +327,061 | 1212.86% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 352,820 | 3,517 | 0.0% | 0.0% | 54 | -15,842 | -4.3% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 352,025 | 3,509 | 0.0% | 0.01% | 55 | +157 | 0.04% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 347,287 | 3,454 | 0.02% | 0.01% | 56 | +170,446 | 96.38% | Q4 2025 | Feb 17, 2026 |
| Rakuten Securities, Inc. | History | Added to | 333,605 | 3,326 | 1.08% | 0.2% | 57 | +299,492 | 877.94% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 320,635 | 3,196 | 0.0% | 0.0% | 58 | -628,326 | -66.21% | Q4 2025 | Feb 19, 2026 |
| Yarbrough Capital, LLC | History | No change | 288,136 | 2,872 | 0.09% | 0.14% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cetera Investment Advisers | History | Added to | 286,206 | 2,853 | 0.0% | 0.0% | 60 | +32,093 | 12.63% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 266,576 | 2,825 | 0.0% | 0.0% | 61 | +155,743 | 140.52% | Q4 2025 | Feb 03, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 264,920 | 2,641 | 0.01% | 0.01% | 62 | -30,080 | -10.2% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 261,790 | 2,610 | 0.0% | 0.0% | 63 | +43,851 | 20.12% | Q4 2025 | Feb 17, 2026 |
| KIECKHEFER GROUP LLC | History | Reduced | 254,000 | 2,532 | 1.2% | 1.95% | 64 | -5,000 | -1.93% | Q4 2025 | Jan 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 253,126 | 2,523 | 0.01% | 0.01% | 65 | +34,258 | 15.65% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 249,652 | 2,490 | 0.0% | — | 66 | +249,652 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 244,752 | 2,440 | 0.0% | 0.0% | 67 | +23,162 | 10.45% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 228,801 | 2,281 | 0.0% | 0.0% | 68 | +41,233 | 21.98% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 226,120 | 2,254 | 0.01% | 0.0% | 69 | +205,384 | 990.47% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 219,773 | 2,191 | 0.08% | 0.14% | 70 | +67,088 | 43.94% | Q4 2025 | Feb 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 208,903 | 2,082 | 0.01% | 0.02% | 71 | -5,235 | -2.44% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 201,304 | 2,007 | 0.0% | 0.0% | 72 | -71,891 | -26.31% | Q4 2025 | Feb 17, 2026 |
| No Street GP LP | History | New | 200,000 | 1,994 | 0.13% | — | 73 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 194,029 | 1,934 | 0.0% | — | 74 | +194,029 | New | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 187,065 | 1,865 | 0.01% | 0.01% | 75 | +13,143 | 7.56% | Q4 2025 | Jan 30, 2026 |
| ExodusPoint Capital Management, LP | History | New | 182,196 | 1,816 | 0.01% | — | 76 | +182,196 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 179,327 | 1,787 | 0.0% | 0.01% | 77 | +6,096 | 3.52% | Q4 2025 | Mar 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 175,399 | 1,748 | 0.0% | 0.01% | 78 | -39,692 | -18.45% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 173,021 | 1,725 | 0.0% | 0.0% | 79 | +87,508 | 102.33% | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | Added to | 167,500 | 1,669 | 0.22% | 0.23% | 80 | +80,000 | 91.43% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 161,537 | 1,610 | 0.0% | 0.0% | 81 | -40,854 | -20.19% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 160,815 | 1,602 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | New | 155,809 | 1,553 | 0.12% | — | 83 | +155,809 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 154,850 | 1,544 | 0.02% | 0.04% | 84 | -3,230 | -2.04% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 148,667 | 1,482 | 0.0% | 0.0% | 85 | -34,936 | -19.03% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 145,879 | 1,454 | 0.0% | 0.01% | 86 | -12,396 | -7.83% | Q4 2025 | Feb 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 141,422 | 1,409 | 0.01% | 0.02% | 87 | +19,445 | 15.94% | Q4 2025 | Feb 10, 2026 |
| FEDERATED HERMES, INC. | History | New | 139,274 | 1,388 | 0.0% | — | 88 | +139,274 | New | Q4 2025 | Feb 12, 2026 |
| Warm Springs Advisors Inc. | History | New | 136,100 | 1,356 | 1.05% | — | 89 | +136,100 | New | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 132,423 | 1,320 | 0.0% | 0.0% | 90 | +12,877 | 10.77% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 129,265 | 1,288 | 0.07% | — | 91 | +129,265 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 128,871 | 1,284 | 0.0% | 0.0% | 92 | +7,387 | 6.08% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 74,942 | 1,264 | 0.0% | 0.0% | 93 | +20,744 | 38.27% | Q4 2025 | Feb 11, 2026 |
| Graham Capital Management, L.P. | History | New | 125,766 | 1,253 | 0.03% | — | 94 | +125,766 | New | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 94,867 | 1,243 | 0.0% | 0.0% | 95 | +1,276 | 1.36% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 122,264 | 1,218 | 0.0% | 0.0% | 96 | +3,456 | 2.91% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 121,359 | 1,209 | 0.0% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 120,810 | 1,204 | 0.0% | — | 98 | +120,810 | New | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 117,288 | 1,169 | 0.02% | 0.06% | 99 | -49,872 | -29.83% | Q4 2025 | Feb 09, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 116,368 | 1,160 | 0.01% | 0.01% | 100 | -17,890 | -13.33% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 115,962 | 1,156 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Reduced | 115,000 | 1,146 | 0.0% | 0.01% | 102 | -146,100 | -55.96% | Q4 2025 | Mar 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 114,638 | 1,142 | 0.0% | — | 103 | +114,638 | New | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Added to | 113,796 | 1,134 | 0.05% | 0.01% | 104 | +99,265 | 683.13% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Added to | 110,000 | 1,096 | 0.05% | 0.08% | 105 | +600 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 107,445 | 1,071 | 0.37% | 0.63% | 106 | -2,400 | -2.18% | Q4 2025 | Jan 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 106,120 | 1,058 | 0.06% | 0.11% | 107 | -80 | -0.08% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 105,600 | 1,053 | 0.0% | 0.01% | 108 | -700 | -0.66% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 104,081 | 1,037 | 0.01% | 0.01% | 109 | -5,169 | -4.73% | Q4 2025 | Jan 28, 2026 |
| Themes Management Co LLC | History | New | 102,624 | 1,023 | 0.76% | — | 110 | +102,624 | New | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 101,768 | 1,014 | 0.03% | 0.04% | 111 | -4,554 | -4.28% | Q4 2025 | Feb 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 100,020 | 997 | 0.01% | 0.01% | 112 | -2,621 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 98,115 | 978 | 0.03% | 0.05% | 113 | -3,952 | -3.87% | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 97,810 | 975 | 0.0% | 0.0% | 114 | +4,218 | 4.51% | Q4 2025 | Feb 11, 2026 |
| Havemeyer Place LP | History | New | 95,847 | 955 | 0.19% | — | 115 | +95,847 | New | Q4 2025 | Feb 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 95,580 | 952 | 0.54% | 0.36% | 117 | +57,964 | 154.09% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Wealth | History | Added to | 92,510 | 952 | 0.0% | 0.0% | 116 | +42,184 | 83.82% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 92,596 | 923 | 0.0% | 0.0% | 118 | +30,358 | 48.78% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 90,831 | 905 | 0.0% | 0.0% | 119 | -41,390 | -31.3% | Q4 2025 | Feb 17, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 90,045 | 898 | 0.03% | 0.05% | 120 | +920 | 1.03% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 89,550 | 893 | 0.03% | 0.05% | 121 | +3,740 | 4.36% | Q4 2025 | Feb 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 87,912 | 876 | 0.05% | 0.07% | 122 | +13,663 | 18.4% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,911 | 866 | 0.0% | 0.0% | 123 | +20,241 | 30.36% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 80,090 | 798 | 0.02% | 0.03% | 124 | +84 | 0.1% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 79,500 | 792 | 0.0% | 0.0% | 125 | +2,900 | 3.79% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 75,025 | 747 | 0.0% | 0.0% | 126 | +2,926 | 4.06% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 73,619 | 733 | 0.01% | 0.0% | 127 | +51,195 | 228.3% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 71,975 | 717 | 0.0% | 0.0% | 128 | -2,245 | -3.02% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 71,343 | 711 | 0.11% | 0.25% | 129 | +2,561 | 3.72% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 71,126 | 709 | 0.01% | 0.03% | 130 | -2,048 | -2.8% | Q4 2025 | Feb 09, 2026 |
| ALPS ADVISORS INC | History | Added to | 70,524 | 703 | 0.0% | 0.01% | 131 | +10,898 | 18.28% | Q4 2025 | Feb 12, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 69,902 | 696 | 0.03% | 0.05% | 132 | -840 | -1.19% | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 69,750 | 695 | 0.0% | 0.0% | 133 | +5,672 | 8.85% | Q4 2025 | Feb 06, 2026 |
| BURR FINANCIAL SERVICES, LLC | History | Reduced | 69,549 | 693 | 0.52% | 0.86% | 134 | -2,100 | -2.93% | Q4 2025 | Feb 03, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 68,980 | 687 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 68,620 | 685 | 0.02% | 0.03% | 136 | +11,880 | 20.94% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 66,727 | 665 | 0.02% | 0.04% | 137 | +21,447 | 47.37% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 66,346 | 661 | 0.0% | 0.0% | 138 | -1,203 | -1.78% | Q4 2025 | Feb 12, 2026 |
| Torrey Growth & Income Advisors | History | New | 64,137 | 639 | 0.22% | — | 139 | +64,137 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCentric Advisors LLC | History | New | 62,500 | 623 | 0.62% | — | 140 | +62,500 | New | Q4 2025 | Feb 12, 2026 |
| JT Stratford LLC | History | Added to | 61,703 | 615 | 0.08% | 0.09% | 141 | +19,949 | 47.78% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 61,200 | 610 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 59,013 | 588 | 0.0% | 0.0% | 143 | -6,743 | -10.25% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 52,310 | 587 | 0.0% | 0.0% | 144 | +2,450 | 4.91% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 58,257 | 580 | 0.01% | 0.02% | 145 | -25,710 | -30.62% | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 58,091 | 579 | 0.05% | 0.08% | 146 | +941 | 1.65% | Q4 2025 | Jan 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 57,509 | 573 | 0.02% | 0.03% | 147 | -1,275 | -2.17% | Q4 2025 | Jan 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 57,296 | 571 | 0.0% | 0.0% | 148 | +4,457 | 8.44% | Q4 2025 | Jan 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 56,225 | 560 | 0.07% | 0.15% | 149 | -17,303 | -23.53% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 56,111 | 559 | 0.02% | 0.03% | 150 | +953 | 1.73% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 55,876 | 557 | 0.0% | 0.0% | 151 | +23,268 | 71.36% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 55,522 | 553 | 0.0% | 0.01% | 152 | +83 | 0.15% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 55,198 | 550 | 0.02% | — | 153 | +55,198 | New | Q4 2025 | Feb 10, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Added to | 50,742 | 505 | 0.12% | 0.08% | 154 | +29,857 | 142.96% | Q4 2025 | Feb 18, 2026 |
| Concorde Asset Management, LLC | History | Added to | 49,720 | 495 | 0.2% | 0.34% | 155 | +3,750 | 8.16% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 49,556 | 494 | 0.0% | 0.0% | 157 | -2,036 | -3.95% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 49,605 | 494 | 0.03% | 0.04% | 156 | +195 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,099 | 459 | 0.0% | 0.0% | 158 | +1,122 | 2.49% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,566 | 454 | 0.0% | 0.0% | 159 | +23,509 | 106.58% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 45,427 | 452 | 0.0% | 0.0% | 160 | -17,427 | -27.73% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 45,254 | 451 | 0.0% | 0.01% | 161 | -44,787 | -49.74% | Q4 2025 | Jan 15, 2026 |
| Quadrature Capital Ltd | History | New | 43,716 | 435 | 0.0% | — | 162 | +43,716 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 43,605 | 434 | 0.0% | 0.0% | 163 | +1,628 | 3.88% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 43,122 | 429 | 0.0% | 0.0% | 164 | +24,536 | 132.01% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 42,612 | 423 | 0.0% | 0.0% | 165 | +2,754 | 6.91% | Q4 2025 | Jan 26, 2026 |
| STRS OHIO | History | Reduced | 42,300 | 421 | 0.0% | 0.0% | 166 | -26,800 | -38.78% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,667 | 415 | 0.0% | 0.0% | 167 | -5,918 | -12.44% | Q4 2025 | Feb 06, 2026 |
| R Squared Ltd | History | Added to | 41,316 | 411 | 0.19% | 0.16% | 168 | +18,551 | 81.49% | Q4 2025 | Jan 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 41,000 | 408 | 0.0% | — | 169 | +41,000 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 40,355 | 402 | 0.0% | 0.01% | 170 | -9,853 | -19.62% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 39,088 | 389 | 0.0% | 0.0% | 171 | +2,825 | 7.79% | Q4 2025 | Jan 29, 2026 |
| Accel Wealth Management | History | Added to | 38,817 | 387 | 0.11% | 0.18% | 172 | +945 | 2.5% | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 38,220 | 381 | 0.0% | — | 173 | +38,220 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 37,688 | 375 | 0.01% | 0.01% | 174 | -1,929 | -4.87% | Q4 2025 | Feb 13, 2026 |
| MRP Capital Investments, LLC | History | Reduced | 37,700 | 375 | 0.31% | 0.36% | 175 | -1,000 | -2.58% | Q4 2025 | Feb 09, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 37,597 | 374 | 0.05% | 0.07% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 36,905 | 367 | 0.01% | 0.01% | 177 | -4,127 | -10.06% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 35,839 | 357 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TICINO WEALTH | History | New | 35,190 | 350 | 0.13% | — | 179 | +35,190 | New | Q4 2025 | Jan 27, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 33,000 | 349 | 0.07% | 0.13% | 180 | -2,700 | -7.56% | Q4 2025 | Jan 07, 2026 |
| Vontobel Holding Ltd. | History | Added to | 34,929 | 348 | 0.0% | 0.0% | 181 | +8,719 | 33.27% | Q4 2025 | Feb 13, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 34,916 | 348 | 0.19% | 0.27% | 182 | +6,658 | 23.56% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 33,937 | 338 | 0.02% | 0.03% | 183 | +11,660 | 52.34% | Q4 2025 | Jan 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 32,924 | 328 | 0.0% | 0.0% | 185 | -5,771 | -14.91% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 32,966 | 328 | 0.0% | 0.01% | 184 | -4,750 | -12.59% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 31,358 | 312 | 0.0% | 0.0% | 187 | +10,305 | 48.95% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 31,391 | 312 | 0.01% | 0.01% | 186 | +75 | 0.24% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,690 | 305 | 0.01% | 0.01% | 189 | +1,699 | 5.86% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 30,613 | 305 | 0.01% | 0.02% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Reduced | 30,406 | 303 | 0.01% | 0.02% | 190 | -11,125 | -26.79% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 29,938 | 298 | 0.0% | 0.0% | 191 | -17,220 | -36.52% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Added to | 29,642 | 295 | 0.0% | 0.0% | 192 | +964 | 3.36% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 29,450 | 293 | 0.0% | 0.0% | 193 | +893 | 3.13% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 29,415 | 293 | 0.01% | 0.01% | 194 | -554 | -1.85% | Q4 2025 | Feb 02, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 29,095 | 290 | 0.0% | 0.0% | 195 | -5,216 | -15.2% | Q4 2025 | Feb 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 29,018 | 289 | 0.02% | — | 196 | +29,018 | New | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 28,650 | 286 | 0.28% | — | 197 | +28,650 | New | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 28,444 | 283 | 0.04% | 0.08% | 198 | -3,436 | -10.78% | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 28,368 | 282 | 0.0% | 0.0% | 199 | -12,900 | -31.26% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Added to | 27,840 | 277 | 0.0% | 0.0% | 200 | +3,875 | 16.17% | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 27,670 | 275 | 0.01% | 0.01% | 201 | +1,920 | 7.46% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 27,548 | 274 | 0.0% | 0.0% | 202 | -172 | -0.62% | Q4 2025 | Jan 26, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 26,750 | 266 | 0.0% | 0.0% | 203 | -6,750 | -20.15% | Q4 2025 | Feb 04, 2026 |
| Kovack Advisors, Inc. | History | Added to | 26,644 | 265 | 0.01% | 0.04% | 204 | +300 | 1.14% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 26,505 | 264 | 0.0% | — | 205 | +26,505 | New | Q4 2025 | Feb 05, 2026 |
| COMMONS CAPITAL, LLC | History | Reduced | 26,560 | 264 | 0.18% | 0.29% | 206 | -1,300 | -4.67% | Q4 2025 | Jan 05, 2026 |
| VARCOV Co. | History | New | 26,429 | 263 | 0.1% | — | 207 | +26,429 | New | Q4 2025 | Feb 17, 2026 |
| JB Capital LLC | History | Reduced | 25,904 | 258 | 0.01% | 0.02% | 208 | -6,664 | -20.46% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 25,925 | 258 | 0.01% | 0.02% | 209 | -1,069 | -3.96% | Q4 2025 | Jan 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 25,595 | 255 | 0.0% | 0.0% | 210 | +5,235 | 25.71% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 25,521 | 254 | 0.0% | 0.0% | 211 | +4,641 | 22.23% | Q4 2025 | Feb 11, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 25,292 | 252 | 0.01% | 0.03% | 212 | -5,449 | -17.73% | Q4 2025 | Jan 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 25,292 | 252 | 0.02% | 0.02% | 213 | +3,206 | 14.52% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,163 | 250 | 0.0% | 0.01% | 214 | -700 | -2.71% | Q4 2025 | Jan 29, 2026 |
| SIH Partners, LLLP | History | New | 25,014 | 249 | 0.0% | — | 215 | +25,014 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 24,818 | 247 | 0.0% | — | 216 | +24,818 | New | Q4 2025 | Feb 12, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 24,641 | 245 | 0.1% | 0.19% | 217 | -2,468 | -9.1% | Q4 2025 | Jan 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 24,500 | 244 | 0.01% | 0.01% | 218 | -2,697 | -9.92% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 24,556 | 244 | 0.0% | 0.01% | 220 | +2,697 | 12.34% | Q4 2025 | Jan 14, 2026 |
| Nokomis Capital, L.L.C. | History | Added to | 24,500 | 244 | 0.06% | 0.09% | 219 | +2,600 | 11.87% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 24,158 | 240 | 0.0% | 0.0% | 221 | -10,978 | -31.24% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 24,023 | 239 | 0.0% | 0.0% | 222 | +529 | 2.25% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,820 | 237 | 0.0% | 0.0% | 223 | +2,075 | 9.54% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | New | 23,550 | 234 | 0.0% | — | 224 | +23,550 | New | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Reduced | 23,290 | 232 | 0.0% | 0.42% | 225 | -13,095,208 | -99.82% | Q4 2025 | Feb 13, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 23,330 | 232 | 0.03% | 0.05% | 226 | -3,721 | -13.76% | Q4 2025 | Jan 20, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 23,072 | 230 | 0.05% | 0.07% | 227 | +2,897 | 14.36% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 23,050 | 229 | 0.0% | 0.0% | 228 | -43,200 | -65.21% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 22,194 | 221 | 0.0% | 0.0% | 229 | -5,853 | -20.87% | Q4 2025 | Feb 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 21,831 | 217 | 0.0% | 0.0% | 230 | +3,034 | 16.14% | Q4 2025 | Feb 17, 2026 |
| Suncoast Equity Management | History | No change | 20,800 | 207 | 0.02% | 0.03% | 231 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Counsel, LLC | History | New | 20,614 | 205 | 0.06% | — | 232 | +20,614 | New | Q4 2025 | Jan 27, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 20,475 | 204 | 0.1% | 0.15% | 233 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Reduced | 20,309 | 202 | 0.0% | 0.0% | 234 | -340 | -1.65% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 20,066 | 200 | 0.0% | 0.0% | 235 | +2,388 | 13.51% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 18,590 | 197 | 0.0% | 0.0% | 236 | +964 | 5.47% | Q4 2025 | Jan 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 19,000 | 189 | 0.07% | — | 238 | +19,000 | New | Q4 2025 | Jan 08, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 19,000 | 189 | 0.06% | 0.11% | 237 | -3,000 | -13.64% | Q4 2025 | Jan 12, 2026 |
| Centiva Capital, LP | History | New | 18,862 | 188 | 0.0% | — | 240 | +18,862 | New | Q4 2025 | Feb 13, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 18,900 | 188 | 0.13% | 0.21% | 239 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,538 | 184 | 0.01% | 0.02% | 241 | -507,715 | -96.48% | Q4 2025 | Feb 17, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Reduced | 18,316 | 182 | 0.0% | 0.0% | 242 | -735 | -3.86% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 17,805 | 177 | 0.0% | — | 243 | +17,805 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 17,605 | 175 | 0.0% | 0.0% | 244 | +11,605 | 193.42% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 17,516 | 174 | 0.0% | 0.0% | 245 | +200 | 1.16% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | New | 17,180 | 171 | 0.02% | — | 246 | +17,180 | New | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 17,001 | 169 | 0.0% | — | 247 | +17,001 | New | Q4 2025 | Feb 04, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 16,900 | 168 | 0.01% | — | 248 | +16,900 | New | Q4 2025 | Jan 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 16,550 | 165 | 0.01% | 0.02% | 249 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Western Wealth Management, LLC | History | New | 16,363 | 163 | 0.01% | — | 251 | +16,363 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,423 | 163 | 0.0% | 0.0% | 250 | -1,126 | -6.42% | Q4 2025 | Feb 12, 2026 |
| KG&L Capital Management,LLC | History | New | 16,176 | 161 | 0.04% | — | 253 | +16,176 | New | Q4 2025 | Jan 23, 2026 |
| Cane Capital Partners, LLC | History | New | 16,176 | 161 | 0.06% | — | 254 | +16,176 | New | Q4 2025 | Jan 21, 2026 |
| Kessler Investment Group, LLC | History | Added to | 16,221 | 161 | 0.07% | 0.11% | 252 | +485 | 3.08% | Q4 2025 | Feb 03, 2026 |
| Avestar Capital, LLC | History | Reduced | 16,100 | 160 | 0.01% | 0.02% | 255 | -1,170 | -6.77% | Q4 2025 | Feb 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 21,000 | 155 | 0.21% | 0.36% | 256 | -1,000 | -4.55% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 15,496 | 154 | 0.0% | 0.0% | 257 | -18,177 | -53.98% | Q4 2025 | Feb 17, 2026 |
| Essex LLC | History | New | 15,465 | 154 | 0.03% | — | 258 | +15,465 | New | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 15,205 | 151 | 0.01% | — | 260 | +15,205 | New | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,174 | 151 | 0.0% | 0.01% | 259 | -14,807 | -49.39% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 15,099 | 150 | 0.0% | — | 261 | +15,099 | New | Q4 2025 | Feb 17, 2026 |
| Trueblood Wealth Management, LLC | History | New | 15,000 | 149 | 0.06% | — | 263 | +15,000 | New | Q4 2025 | Jan 21, 2026 |
| Jefferies Financial Group Inc. | History | No change | 15,000 | 149 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | New | 14,796 | 147 | 0.0% | — | 264 | +14,796 | New | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,626 | 145 | 0.0% | — | 265 | +14,626 | New | Q4 2025 | Feb 18, 2026 |
| FourThought Financial Partners, LLC | History | New | 14,600 | 145 | 0.01% | — | 266 | +14,600 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,052 | 140 | 0.0% | 0.0% | 267 | -588 | -4.02% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | New | 14,038 | 139 | 0.0% | — | 268 | +14,038 | New | Q4 2025 | Feb 10, 2026 |
| 111 Capital | History | New | 13,899 | 138 | 0.03% | — | 270 | +13,899 | New | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,919 | 138 | 0.0% | 0.0% | 269 | -400 | -2.79% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | New | 13,841 | 137 | 0.0% | — | 271 | +13,841 | New | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 13,663 | 136 | 0.0% | 0.01% | 272 | -14,326 | -51.18% | Q4 2025 | Feb 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 13,704 | 136 | 0.0% | 0.0% | 273 | +1,415 | 11.51% | Q4 2025 | Feb 05, 2026 |
| Acropolis Investment Management, LLC | History | New | 13,352 | 133 | 0.01% | — | 274 | +13,352 | New | Q4 2025 | Jan 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 13,200 | 131 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | New | 13,045 | 130 | 0.0% | — | 276 | +13,045 | New | Q4 2025 | Jan 28, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 12,758 | 127 | 0.06% | 0.09% | 277 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 12,480 | 124 | 0.01% | — | 278 | +12,480 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 12,348 | 123 | 0.0% | 0.0% | 279 | +10,141 | 459.49% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,987 | 123 | 0.0% | 0.01% | 280 | -527 | -3.01% | Q4 2025 | Feb 11, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 12,279 | 122 | 0.01% | 0.02% | 281 | -5,000 | -28.94% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 12,314 | 122 | 0.04% | 0.06% | 282 | +430 | 3.62% | Q4 2025 | Feb 05, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 12,233 | 121 | 0.02% | — | 284 | +12,233 | New | Q4 2025 | Feb 13, 2026 |
| Covenant Asset Management, LLC | History | No change | 12,200 | 121 | 0.01% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,092 | 120 | 0.0% | 0.0% | 285 | -35,982 | -74.85% | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,125 | 120 | 0.0% | 0.01% | 286 | +2,090 | 20.83% | Q4 2025 | Jan 27, 2026 |
| CONNABLE OFFICE INC | History | No change | 11,957 | 119 | 0.01% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AMALGAMATED BANK | History | Added to | 11,786 | 118 | 0.0% | 0.0% | 288 | +624 | 5.59% | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | New | 11,847 | 117 | 0.0% | — | 289 | +11,847 | New | Q4 2025 | Jan 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,412 | 113 | 0.0% | 0.01% | 290 | -666 | -5.51% | Q4 2025 | Jan 23, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 11,340 | 113 | 0.01% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Amundi | History | New | 11,321 | 112 | 0.0% | — | 292 | +11,321 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,999 | 110 | 0.0% | — | 294 | +10,999 | New | Q4 2025 | Mar 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,125 | 110 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | New | 11,016 | 109 | 0.07% | — | 296 | +11,016 | New | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | Added to | 10,989 | 109 | 0.0% | 0.0% | 295 | +8,164 | 288.99% | Q4 2025 | Jan 30, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | New | 10,873 | 108 | 0.12% | — | 297 | +10,873 | New | Q4 2025 | Jan 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,714 | 106 | 0.0% | 0.0% | 299 | -203 | -1.86% | Q4 2025 | Feb 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 10,680 | 106 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,610 | 105 | 0.0% | 0.0% | 301 | +152 | 1.45% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 10,544 | 105 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,471 | 104 | 0.0% | 0.0% | 302 | -4,130 | -28.29% | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,445 | 104 | 0.0% | 0.01% | 303 | -1,360 | -11.52% | Q4 2025 | Feb 10, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 10,235 | 102 | 0.06% | 0.1% | 304 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SFMG, LLC | History | No change | 10,185 | 101 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 10,000 | 99 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 9,838 | 97 | 0.0% | 0.0% | 307 | +13 | 0.13% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,845 | 95 | 0.0% | 0.0% | 308 | -28,084 | -70.33% | Q4 2025 | Mar 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,328 | 92 | 0.0% | 0.0% | 309 | -2,923 | -23.86% | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Added to | 8,834 | 88 | 0.0% | 0.01% | 310 | +3,711 | 72.44% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,583 | 85 | 0.0% | 0.0% | 311 | +1,456 | 20.43% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 8,477 | 84 | 0.0% | 0.0% | 312 | -34 | -0.4% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,193 | 81 | 0.01% | 0.01% | 313 | +205 | 2.57% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,141 | 71 | 0.0% | 0.01% | 314 | -1,926 | -21.24% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 7,119 | 70 | 0.0% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 7,012 | 69 | 0.0% | 0.0% | 316 | +2,579 | 58.18% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,975 | 69 | 0.0% | 0.0% | 317 | +450 | 6.9% | Q4 2025 | Jan 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 6,781 | 67 | 0.01% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,766 | 64 | 0.0% | 0.0% | 319 | +3,650 | 172.5% | Q4 2025 | Jan 21, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 6,000 | 59 | 0.06% | 0.09% | 320 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 5,472 | 54 | 0.0% | 0.0% | 321 | +1,664 | 43.7% | Q4 2025 | Jan 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,121 | 51 | 0.0% | 0.0% | 322 | +1,572 | 44.29% | Q4 2025 | Feb 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 5,050 | 50 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 4,791 | 47 | 0.02% | 0.0% | 324 | +4,700 | 5164.84% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,521 | 44 | 0.0% | 0.0% | 325 | -4,027 | -47.11% | Q4 2025 | Feb 17, 2026 |
| Kozak & Associates, Inc. | History | No change | 3,237 | 38 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NATIXIS | History | Reduced | 3,582 | 35 | 0.0% | 0.0% | 327 | -743 | -17.18% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,580 | 35 | 0.01% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,451 | 34 | 0.0% | 0.0% | 329 | -282 | -7.55% | Q4 2025 | Feb 10, 2026 |
| DANSKE BANK A/S | History | Added to | 3,300 | 32 | 0.0% | 0.0% | 330 | +1,700 | 106.25% | Q4 2025 | Feb 02, 2026 |
| BFSG, LLC | History | No change | 3,270 | 32 | 0.0% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,032 | 30 | 0.0% | 0.0% | 333 | -172 | -5.37% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,050 | 30 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Added to | 13,854 | 29 | 0.0% | 0.0% | 337 | +12,001 | 647.65% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,913 | 29 | 0.0% | 0.0% | 336 | +2,094 | 255.68% | Q4 2025 | Feb 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,008 | 29 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,990 | 29 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 3,000 | 29 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,715 | 27 | 0.0% | 0.01% | 339 | -200 | -6.86% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 2,685 | 26 | 0.0% | — | 340 | +2,685 | New | Q4 2025 | Mar 04, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 2,559 | 25 | 0.01% | 0.01% | 341 | +1,544 | 152.12% | Q4 2025 | Feb 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,461 | 24 | 0.0% | 0.0% | 342 | +1,573 | 177.14% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,211 | 22 | 0.0% | 0.0% | 344 | +96 | 4.54% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | No change | 2,300 | 22 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,171 | 21 | 0.0% | — | 345 | +2,171 | New | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,116 | 21 | 0.0% | — | 346 | +2,116 | New | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,044 | 20 | 0.0% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PRIVATE TRUST CO NA | History | New | 2,000 | 19 | 0.0% | — | 348 | +2,000 | New | Q4 2025 | Jan 26, 2026 |
| Greenline Wealth Management LLC | History | New | 1,959 | 19 | 0.02% | — | 350 | +1,959 | New | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,000 | 19 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Investors Research Corp | History | No change | 1,822 | 18 | 0.0% | 0.01% | 351 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 1,562 | 15 | 0.0% | 0.01% | 352 | -458 | -22.67% | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,430 | 14 | 0.0% | 0.09% | 354 | -7,083 | -83.2% | Q4 2025 | Mar 03, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,415 | 14 | 0.01% | — | 355 | +1,415 | New | Q4 2025 | Feb 12, 2026 |
| Orion Capital Management LLC | History | No change | 1,500 | 14 | 0.0% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,215 | 12 | 0.0% | 0.0% | 356 | -6,300 | -83.83% | Q4 2025 | Feb 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,282 | 12 | 0.0% | — | 358 | +1,282 | New | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | Added to | 1,270 | 12 | 0.0% | 0.0% | 360 | +45 | 3.67% | Q4 2025 | Feb 04, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,287 | 12 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 1,300 | 12 | 0.0% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,190 | 11 | 0.0% | 0.0% | 361 | +240 | 25.26% | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | Reduced | 1,200 | 11 | 0.0% | 0.0% | 362 | -200 | -14.29% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,025 | 10 | 0.0% | 0.0% | 364 | -225 | -18.0% | Q4 2025 | Jan 16, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,048 | 10 | 0.0% | 0.0% | 363 | +48 | 4.8% | Q4 2025 | Jan 28, 2026 |
| HHM Wealth Advisors, LLC | History | New | 1,000 | 9 | 0.0% | — | 368 | +1,000 | New | Q4 2025 | Jan 22, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | New | 1,000 | 9 | 0.0% | — | 372 | +1,000 | New | Q4 2025 | Jan 16, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 998 | 9 | 0.01% | — | 373 | +998 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | New | 957 | 9 | 0.0% | — | 367 | +957 | New | Q4 2025 | Feb 09, 2026 |
| Eukles Asset Management | History | No change | 1,000 | 9 | 0.0% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Morse Asset Management, Inc | History | No change | 1,000 | 9 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,000 | 9 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Covestor Ltd | History | No change | 861 | 9 | 0.0% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,000 | 9 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 879 | 8 | 0.0% | 0.0% | 374 | -1,176 | -57.23% | Q4 2025 | Feb 20, 2026 |
| SFAM, LLC | History | New | 862 | 8 | 0.01% | — | 375 | +862 | New | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 850 | 8 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ares Financial Consulting, LLC | History | New | 750 | 7 | 0.01% | — | 382 | +750 | New | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 791 | 7 | 0.0% | — | 378 | +741 | 1482.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 727 | 7 | 0.0% | 0.0% | 377 | -348 | -32.37% | Q4 2025 | Feb 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 800 | 7 | 0.01% | 0.01% | 381 | +80 | 11.11% | Q4 2025 | Feb 10, 2026 |
| GoalVest Advisory LLC | History | No change | 710 | 7 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Financially Speaking Inc | History | No change | 750 | 7 | 0.0% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 702 | 6 | 0.0% | 0.0% | 384 | +302 | 75.5% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 655 | 6 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 629 | 6 | 0.0% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 550 | 5 | 0.0% | — | 390 | +550 | New | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | New | 507 | 5 | 0.0% | — | 387 | +507 | New | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 569 | 5 | 0.0% | 0.0% | 389 | +370 | 185.93% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 591 | 5 | 0.0% | 0.0% | 388 | +341 | 136.4% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 535 | 5 | 0.0% | 0.0% | 386 | -48 | -8.23% | Q4 2025 | Feb 10, 2026 |
| Aspect Partners, LLC | History | Added to | 440 | 4 | 0.0% | 0.0% | 394 | +60 | 15.79% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | No change | 403 | 4 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Versant Capital Management, Inc | History | No change | 422 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 312 | 3 | 0.0% | 0.0% | 395 | -510 | -62.04% | Q4 2025 | Jan 20, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 400 | 3 | 0.0% | — | 397 | +400 | New | Q4 2025 | Jan 28, 2026 |
| Truvestments Capital LLC | History | Added to | 332 | 3 | 0.0% | — | 401 | +330 | 16500.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | Added to | 350 | 3 | 0.0% | 0.0% | 396 | +150 | 75.0% | Q4 2025 | Jan 26, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 341 | 3 | 0.0% | 0.0% | 402 | +141 | 70.5% | Q4 2025 | Feb 13, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 350 | 3 | 0.0% | 0.0% | 398 | +50 | 16.67% | Q4 2025 | Feb 06, 2026 |
| Quaker Wealth Management, LLC | History | No change | 353 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 336 | 3 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 300 | 2 | 0.0% | — | 405 | +300 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 280 | 2 | 0.0% | — | 415 | +280 | New | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | Reduced | 264 | 2 | 0.0% | 0.0% | 411 | -250 | -48.64% | Q4 2025 | Feb 11, 2026 |
| GGM Financials LLC | History | New | 250 | 2 | 0.0% | — | 412 | +250 | New | Q4 2025 | Feb 04, 2026 |
| Strive Financial Group ,LLC | History | New | 250 | 2 | 0.0% | — | 414 | +250 | New | Q4 2025 | Feb 18, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 203 | 2 | 0.0% | — | 408 | +200 | 6666.67% | Q4 2025 | Feb 11, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 220 | 2 | 0.0% | 0.0% | 407 | -106 | -32.52% | Q4 2025 | Jan 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 250 | 2 | 0.0% | 0.0% | 409 | +100 | 66.67% | Q4 2025 | Feb 17, 2026 |
| COUNTRY TRUST BANK | History | No change | 264 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Advisors | History | No change | 292 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stephens Consulting, LLC | History | No change | 277 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ORG Wealth Partners, LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 200 | 1 | 0.0% | — | 423 | +200 | New | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 200 | 1 | 0.0% | 0.0% | 426 | -200 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 200 | 1 | 0.0% | — | 428 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Bank of Jackson Hole Trust | History | New | 182 | 1 | 0.0% | — | 425 | +182 | New | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | New | 163 | 1 | 0.0% | — | 427 | +163 | New | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 154 | 1 | 0.0% | — | 418 | +154 | New | Q4 2025 | Feb 12, 2026 |
| POM Investment Strategies, LLC | History | New | 105 | 1 | 0.0% | — | 422 | +105 | New | Q4 2025 | Feb 17, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 150 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | No change | 115 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Inlight Wealth Management, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Archer Investment Corp | History | No change | 102 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SITTNER & NELSON, LLC | History | No change | 117 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.09% | — | -1,482,366 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.1% | — | -616,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -583,847 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -533,185 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -401,981 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Liontrust Investment Partners LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -270,464 | -100.0% | Q3 2025 | Nov 24, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.17% | — | -267,493 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -249,466 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -226,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -184,481 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -165,894 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -153,012 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -135,485 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -127,757 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Woodson Capital Management, LP | History | Closed out | 0 | 0 | — | 0.34% | — | -118,166 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -93,511 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -83,212 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -79,279 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.43% | — | -77,281 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -67,370 | -100.0% | Q3 2025 | Oct 10, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -66,158 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -62,260 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -55,158 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -54,838 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -51,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -51,357 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WS MANAGEMENT LLLP | History | Closed out | 0 | 0 | — | 0.09% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.03% | — | -50,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -39,329 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SONA ASSET MANAGEMENT (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -39,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -27,532 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,684 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -22,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -20,675 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ranch Capital Advisors Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -19,852 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,796 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Stonehearth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,273 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,395 | -100.0% | Q3 2025 | Nov 06, 2025 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VIAWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,450 | -100.0% | Q3 2025 | Nov 12, 2025 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.18% | — | -12,950 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,635 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,434 | -100.0% | Q3 2025 | Oct 22, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,416 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,358 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,013 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,818 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,803 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,501 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,225 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -10,165 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,027 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,021 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Generali Investments, Management Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,299 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,102 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,500 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 27, 2025 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -591 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Princeton Global Asset Management LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -250 | -71.43% | Q4 2025 | Jan 20, 2026 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Oct 24, 2025 |
| SIMPLEX TRADING, LLC | History | New | 200 | 0 | — | — | — | +200 | New | Q4 2025 | Feb 11, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Reduced | 41 | 0 | — | 0.0% | — | -170 | -80.57% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Litman Gregory Wealth Management LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 19, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Inspire Investing, LLC | History | New | 98 | 0 | — | — | — | +98 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 96 | 0 | — | — | — | +96 | New | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 4 | 0 | — | 0.0% | — | -96 | -96.0% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Reduced | 39 | 0 | — | 0.0% | — | -61 | -61.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 86 | 0 | — | — | — | +55 | 177.42% | Q4 2025 | Jan 29, 2026 |
| Marquette Asset Management, LLC | History | New | 53 | 0 | — | — | — | +53 | New | Q4 2025 | Jan 16, 2026 |
| Financial Perspectives, Inc | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q3 2025 | Oct 27, 2025 |
| North Star Investment Management Corp. | History | Reduced | 47 | 0 | — | 0.0% | — | -28 | -37.33% | Q4 2025 | Jan 30, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -24 | -19.35% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 09, 2026 |
| SWAN Capital LLC | History | Added to | 60 | 0 | — | — | — | +12 | 25.0% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 99 | 0 | — | 0.0% | — | +10 | 11.24% | Q4 2025 | Feb 06, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 44 | 0 | — | — | — | +4 | 10.0% | Q4 2025 | Jan 28, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Avion Wealth | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HighMark Wealth Management LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MTM Investment Management, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 70 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |