SPIRE INC - SR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 8,081,972 | 668,379 | 0.01% | 0.01% | 1 | +255,167 | 3.26% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,430,368 | 531,791 | 0.01% | 0.01% | 2 | +19,326 | 0.3% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 3,160,281 | 263,888 | 0.01% | 0.01% | 3 | -61,405 | -1.91% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,476,365 | 204,795 | 0.07% | 0.07% | 4 | -133,506 | -5.12% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,249,752 | 186,054 | 0.09% | 0.11% | 5 | -447,804 | -16.6% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 1,625,284 | 134,410 | 0.45% | 0.53% | 6 | -292,422 | -15.25% | Q4 2025 | Feb 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,579,856 | 130,671 | 0.01% | 0.01% | 7 | +47,106 | 3.07% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,485,183 | 122,824 | 0.19% | — | 8 | +1,485,183 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,240,395 | 102,580 | 0.2% | 0.2% | 9 | +20,224 | 1.66% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,123,220 | 92,890 | 0.14% | 0.09% | 10 | +462,500 | 70.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 1,116,090 | 92,300 | 0.02% | 0.02% | 11 | +114,683 | 11.45% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,091,189 | 90,241 | 0.01% | 0.0% | 12 | +98,221 | 9.89% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,026,635 | 84,903 | 0.02% | 0.02% | 13 | +4,757 | 0.47% | Q4 2025 | Feb 12, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 983,436 | 81,330 | 0.92% | 0.95% | 14 | -39,496 | -3.86% | Q4 2025 | Jan 26, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 954,632 | 78,948 | 0.77% | 0.74% | 15 | -48,630 | -4.85% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Reduced | 748,908 | 61,934 | 0.01% | 0.01% | 16 | -97,355 | -11.5% | Q4 2025 | Feb 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 739,865 | 61,186 | 0.01% | 0.01% | 17 | -36,083 | -4.65% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 736,899 | 60,941 | 0.01% | 0.01% | 18 | -47,167 | -6.02% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 696,704 | 57,617 | 0.1% | 0.11% | 19 | +1,508 | 0.22% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 647,646 | 53,560 | 0.01% | 0.0% | 20 | +185,796 | 40.23% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 609,532 | 50,408 | 0.01% | 0.01% | 21 | -147,924 | -19.53% | Q4 2025 | Feb 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 594,240 | 49,143 | 0.02% | 0.01% | 22 | +57,487 | 10.71% | Q4 2025 | Jan 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 574,447 | 47,506 | 0.03% | 0.04% | 23 | -85,327 | -12.93% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 558,956 | 46,225 | 0.0% | — | 24 | +558,956 | New | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 556,797 | 46,047 | 0.01% | 0.01% | 25 | -28,985 | -4.95% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 477,971 | 39,528 | 0.03% | — | 26 | +477,971 | New | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 465,692 | 38,512 | 0.07% | 0.09% | 27 | -85,282 | -15.48% | Q4 2025 | Feb 06, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | No change | 433,500 | 35,850 | 1.45% | 1.31% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 400,531 | 33,123 | 0.0% | 0.0% | 29 | +55,756 | 16.17% | Q4 2025 | Feb 17, 2026 |
| Energy Income Partners, LLC | History | New | 395,765 | 32,729 | 0.59% | — | 30 | +395,765 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 384,203 | 31,773 | 0.01% | 0.01% | 31 | -113,454 | -22.8% | Q4 2025 | Jan 29, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 378,517 | 31,303 | 0.25% | 0.22% | 32 | +69,475 | 22.48% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 367,087 | 30,358 | 0.02% | 0.02% | 33 | -1,245 | -0.34% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 363,605 | 30,070 | 0.02% | 0.02% | 34 | +12,017 | 3.42% | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 339,016 | 28,036 | 0.08% | 0.08% | 35 | -35,034 | -9.37% | Q4 2025 | Feb 09, 2026 |
| Legal & General Group Plc | History | Reduced | 306,667 | 25,361 | 0.01% | 0.01% | 36 | -30,008 | -8.91% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 296,347 | 24,507 | 0.01% | 0.0% | 37 | +154,237 | 108.53% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 293,233 | 24,250 | 0.19% | — | 38 | +293,233 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 262,242 | 21,687 | 0.01% | 0.01% | 39 | +42,381 | 19.28% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 245,914 | 20,337 | 0.0% | 0.0% | 40 | -108,060 | -30.53% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 214,968 | 17,777 | 0.03% | 0.03% | 41 | -5,026 | -2.28% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 190,783 | 15,777 | 0.01% | 0.01% | 42 | -19,367 | -9.22% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 187,652 | 15,519 | 0.01% | 0.03% | 43 | -343,857 | -64.69% | Q4 2025 | Feb 19, 2026 |
| South Street Advisors LLC | History | New | 183,953 | 15,212 | 2.14% | — | 44 | +183,953 | New | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 171,878 | 14,215 | 0.02% | 0.02% | 45 | -5,012 | -2.83% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 166,528 | 13,771 | 0.0% | 0.0% | 46 | -11,598 | -6.51% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 161,075 | 13,320 | 0.01% | 0.01% | 47 | -41,307 | -20.41% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 157,882 | 13,056 | 0.04% | 0.04% | 48 | -13,962 | -8.12% | Q4 2025 | Feb 17, 2026 |
| Resolution Capital Ltd | History | Added to | 141,263 | 11,682 | 0.26% | 0.13% | 49 | +62,151 | 78.56% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 139,025 | 11,497 | 0.09% | 0.1% | 50 | -2,807 | -1.98% | Q4 2025 | Jan 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 130,480 | 10,790 | 0.01% | 0.01% | 51 | -67,721 | -34.17% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 129,501 | 10,709 | 0.0% | 0.0% | 52 | -7,521 | -5.49% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 128,400 | 10,618 | 0.07% | — | 53 | +128,400 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 124,613 | 10,305 | 0.0% | 0.0% | 54 | +33,256 | 36.4% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 121,351 | 10,035 | 0.05% | 0.05% | 55 | -378 | -0.31% | Q4 2025 | Feb 10, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 118,102 | 9,767 | 0.49% | 0.43% | 56 | +14,586 | 14.09% | Q4 2025 | Feb 05, 2026 |
| Swiss National Bank | History | Added to | 116,350 | 9,622 | 0.01% | 0.01% | 57 | +2,000 | 1.75% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 107,631 | 8,901 | 0.0% | 0.0% | 58 | -12,945 | -10.74% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 103,064 | 8,523 | 0.09% | 0.09% | 59 | -6,538 | -5.97% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 101,664 | 8,411 | 0.0% | 0.0% | 60 | -6,237 | -5.78% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 94,557 | 7,819 | 0.01% | 0.01% | 61 | -8,392 | -8.15% | Q4 2025 | Feb 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 90,911 | 7,518 | 0.36% | 0.38% | 62 | -6,307 | -6.49% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 88,308 | 7,303 | 0.01% | 0.01% | 63 | -52,886 | -37.46% | Q4 2025 | Feb 17, 2026 |
| Azimuth Capital Investment Management LLC | History | New | 83,914 | 6,939 | 0.25% | — | 64 | +83,914 | New | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 81,500 | 6,741 | 0.01% | 0.01% | 65 | -924 | -1.12% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 75,767 | 6,265 | 0.06% | 0.02% | 66 | +49,615 | 189.72% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 75,555 | 6,248 | 0.0% | 0.0% | 67 | +14,425 | 23.6% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 71,041 | 5,875 | 0.02% | — | 68 | +71,041 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 70,839 | 5,858 | 0.02% | 0.02% | 69 | -525 | -0.74% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 65,551 | 5,421 | 0.01% | — | 70 | +65,551 | New | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 62,035 | 5,130 | 0.04% | 0.03% | 71 | +1,783 | 2.96% | Q4 2025 | Jan 09, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 60,000 | 4,962 | 0.58% | 0.59% | 72 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 59,781 | 4,943 | 0.02% | 0.02% | 73 | -3,313 | -5.25% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 55,826 | 4,617 | 0.0% | 0.0% | 74 | +1,653 | 3.05% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 55,682 | 4,604 | 0.09% | 0.09% | 75 | +968 | 1.77% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 55,371 | 4,579 | 0.0% | 0.0% | 76 | -10 | -0.02% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 52,241 | 4,320 | 0.15% | 0.15% | 77 | -1,900 | -3.51% | Q4 2025 | Jan 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 51,366 | 4,247 | 0.01% | 0.01% | 78 | -5,611 | -9.85% | Q4 2025 | Jan 28, 2026 |
| SG Americas Securities, LLC | History | Added to | 49,796 | 4,118 | 0.01% | 0.0% | 79 | +37,096 | 292.09% | Q4 2025 | Jan 09, 2026 |
| Man Group plc | History | Added to | 49,174 | 4,066 | 0.01% | 0.0% | 80 | +38,601 | 365.09% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 49,100 | 4,060 | 0.88% | 0.84% | 81 | +2,000 | 4.25% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 48,544 | 4,015 | 0.01% | 0.01% | 82 | -5,704 | -10.51% | Q4 2025 | Jan 30, 2026 |
| Boston Partners | History | Reduced | 48,264 | 3,991 | 0.0% | 0.0% | 83 | -9,603 | -16.59% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 47,900 | 3,961 | 0.0% | 0.0% | 84 | +30,176 | 170.26% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 47,126 | 3,897 | 0.0% | 0.01% | 85 | -68,419 | -59.21% | Q4 2025 | Feb 13, 2026 |
| Magellan Asset Management Ltd | History | Added to | 46,165 | 3,817 | 0.05% | 0.04% | 86 | +3,123 | 7.26% | Q4 2025 | Feb 11, 2026 |
| Phocas Financial Corp. | History | New | 45,903 | 3,796 | 0.49% | — | 87 | +45,903 | New | Q4 2025 | Jan 26, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 43,972 | 3,636 | 0.72% | 0.81% | 88 | -5,883 | -11.8% | Q4 2025 | Jan 08, 2026 |
| Cardinal Capital Management | History | Added to | 42,985 | 3,590 | 0.48% | 0.49% | 89 | +292 | 0.68% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Added to | 42,507 | 3,515 | 0.16% | 0.15% | 90 | +5,107 | 13.66% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 40,489 | 3,348 | 0.0% | 0.0% | 91 | +122 | 0.3% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 39,196 | 3,241 | 0.01% | 0.01% | 92 | +3,862 | 10.93% | Q4 2025 | Jan 29, 2026 |
| Edgestream Partners, L.P. | History | New | 38,429 | 3,178 | 0.09% | — | 93 | +38,429 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 38,168 | 3,156 | 0.0% | 0.0% | 94 | +37,722 | 8457.85% | Q4 2025 | Feb 05, 2026 |
| Vennlight Capital Management, LP | History | New | 36,000 | 2,977 | 3.15% | — | 95 | +36,000 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 34,095 | 2,819 | 0.01% | 0.01% | 96 | -9,263 | -21.36% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 33,765 | 2,792 | 0.0% | 0.0% | 97 | +1,703 | 5.31% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 33,656 | 2,783 | 0.05% | 0.05% | 98 | -520 | -1.52% | Q4 2025 | Jan 14, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 32,613 | 2,697 | 0.01% | 0.17% | 99 | -1,735,959 | -98.16% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 31,443 | 2,600 | 0.0% | 0.0% | 100 | +12,866 | 69.26% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 29,469 | 2,489 | 0.01% | 0.01% | 101 | -1,262 | -4.11% | Q4 2025 | Feb 18, 2026 |
| NATIXIS | History | Added to | 29,900 | 2,472 | 0.01% | 0.0% | 102 | +20,800 | 228.57% | Q4 2025 | Feb 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 29,777 | 2,462 | 0.14% | 0.14% | 103 | -776 | -2.54% | Q4 2025 | Feb 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 29,500 | 2,460 | 0.01% | 0.01% | 104 | -7,600 | -20.49% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 28,121 | 2,325 | 0.0% | 0.0% | 105 | -303 | -1.07% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 27,598 | 2,282 | 0.0% | 0.0% | 106 | +8,709 | 46.11% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 27,500 | 2,274 | 0.01% | 0.01% | 107 | +3,814 | 16.1% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 26,710 | 2,208 | 0.0% | 0.0% | 108 | -3,383 | -11.24% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,349 | 2,179 | 0.0% | 0.0% | 109 | +16,253 | 160.98% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 26,252 | 2,170 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 25,712 | 2,126 | 0.0% | 0.02% | 111 | -200,522 | -88.63% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 25,033 | 2,070 | 0.01% | 0.01% | 112 | -2,955 | -10.56% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 24,964 | 2,064 | 0.0% | 0.0% | 113 | +4,684 | 23.1% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 24,834 | 2,054 | 0.01% | 0.02% | 114 | -1,122 | -4.32% | Q4 2025 | Feb 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 24,522 | 2,027 | 0.1% | — | 115 | +24,522 | New | Q4 2025 | Feb 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 23,946 | 1,980 | 0.27% | 0.26% | 116 | -340 | -1.4% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,676 | 1,958 | 0.0% | 0.0% | 117 | +3,192 | 15.58% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 22,757 | 1,882 | 0.01% | 0.01% | 118 | -734 | -3.12% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,749 | 1,881 | 0.0% | 0.0% | 119 | +3,704 | 19.45% | Q4 2025 | Jan 27, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 22,500 | 1,860 | 0.0% | 0.0% | 120 | -4,300 | -16.04% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,108 | 1,828 | 0.0% | 0.0% | 121 | +1,700 | 8.33% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 22,032 | 1,822 | 0.01% | 0.01% | 122 | -1,000 | -4.34% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 21,816 | 1,804 | 0.0% | 0.0% | 123 | +1,371 | 6.71% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,426 | 1,771 | 0.0% | 0.0% | 124 | -154 | -0.71% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Reduced | 18,532 | 1,533 | 0.0% | 0.0% | 125 | -1,610 | -7.99% | Q4 2025 | Jan 26, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,214 | 1,522 | 0.02% | 0.02% | 126 | -305 | -1.65% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | New | 18,089 | 1,489 | 0.0% | — | 127 | +18,089 | New | Q4 2025 | Mar 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,733 | 1,466 | 0.0% | 0.0% | 128 | -978 | -5.23% | Q4 2025 | Feb 17, 2026 |
| Orion Investment Co | History | No change | 17,704 | 1,464 | 0.45% | 0.46% | 129 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,555 | 1,451 | 0.0% | 0.0% | 130 | +537 | 3.16% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 17,109 | 1,414 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,055 | 1,410 | 0.0% | 0.0% | 132 | +1,096 | 6.87% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 16,775 | 1,387 | 0.01% | — | 133 | +16,775 | New | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Reduced | 16,500 | 1,364 | 0.01% | 0.01% | 134 | -800 | -4.62% | Q4 2025 | Feb 02, 2026 |
| Arizona State Retirement System | History | Reduced | 16,460 | 1,361 | 0.01% | 0.01% | 135 | -1,003 | -5.74% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 16,379 | 1,354 | 0.0% | 0.0% | 136 | +1,231 | 8.13% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 16,308 | 1,348 | 0.0% | 0.0% | 137 | +176 | 1.09% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,300 | 1,348 | 0.02% | 0.02% | 138 | -100 | -0.61% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 16,089 | 1,330 | 0.0% | — | 139 | +16,089 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 15,876 | 1,312 | 0.01% | 0.01% | 140 | -601 | -3.65% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 15,707 | 1,298 | 0.0% | — | 141 | +15,707 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 15,557 | 1,286 | 0.04% | 0.04% | 142 | -385 | -2.42% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 14,855 | 1,228 | 0.0% | 0.0% | 143 | +4,694 | 46.2% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 14,823 | 1,225 | 0.01% | 0.0% | 144 | +14,806 | 87094.12% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,780 | 1,222 | 0.0% | 0.0% | 145 | +4,298 | 41.0% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | New | 14,387 | 1,189 | 0.04% | — | 146 | +14,387 | New | Q4 2025 | Feb 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 13,936 | 1,152 | 0.01% | 0.01% | 147 | -100 | -0.71% | Q4 2025 | Jan 29, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 13,437 | 1,111 | 0.04% | 0.03% | 148 | +2,206 | 19.64% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 13,206 | 1,092 | 0.01% | 0.02% | 149 | +49 | 0.37% | Q4 2025 | Feb 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 12,800 | 1,058 | 0.03% | 0.08% | 150 | -25,127 | -66.25% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 12,768 | 1,055 | 0.0% | 0.0% | 151 | -4,280 | -25.11% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,224 | 1,002 | 0.0% | 0.0% | 152 | +34 | 0.28% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 11,903 | 987 | 0.0% | 0.0% | 153 | +8,231 | 224.16% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,810 | 976 | 0.01% | 0.01% | 154 | -100 | -0.84% | Q4 2025 | Feb 04, 2026 |
| Entropy Technologies, LP | History | Reduced | 11,686 | 966 | 0.05% | 0.09% | 155 | -3,011 | -20.49% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 11,400 | 942 | 0.01% | 0.01% | 156 | +2,300 | 25.27% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,084 | 916 | 0.0% | 0.0% | 157 | +2,160 | 24.2% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 11,053 | 914 | 0.0% | 0.0% | 158 | -67 | -0.6% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,748 | 888 | 0.0% | 0.0% | 159 | +1,416 | 15.17% | Q4 2025 | Feb 03, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,700 | 885 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 10,419 | 870 | 0.0% | 0.0% | 161 | -3,287 | -23.98% | Q4 2025 | Jan 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 10,400 | 860 | 0.02% | — | 162 | +10,400 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 10,272 | 849 | 0.0% | 0.0% | 163 | -21 | -0.2% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,254 | 848 | 0.0% | — | 164 | +10,254 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,011 | 820 | 0.0% | 0.0% | 165 | +2,252 | 29.02% | Q4 2025 | Jan 08, 2026 |
| AlphaQuest LLC | History | Added to | 9,815 | 811 | 0.05% | 0.03% | 166 | +3,847 | 64.46% | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | New | 9,805 | 810 | 0.0% | — | 167 | +9,805 | New | Q4 2025 | Feb 12, 2026 |
| Fruth Investment Management | History | No change | 9,500 | 785 | 0.21% | 0.21% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,382 | 775 | 0.01% | 0.01% | 169 | -156 | -1.64% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 9,294 | 768 | 0.02% | — | 170 | +9,294 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,085 | 751 | 0.02% | 0.02% | 171 | -1,273 | -12.29% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,000 | 744 | 0.0% | 0.0% | 172 | -5,167 | -36.47% | Q4 2025 | Feb 17, 2026 |
| Bank & Trust Co | History | No change | 8,590 | 710 | 0.5% | 0.52% | 173 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 8,172 | 686 | 0.18% | 0.19% | 174 | +32 | 0.39% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,964 | 658 | 0.03% | 0.04% | 175 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 7,792 | 650 | 0.01% | — | 176 | +7,792 | New | Q4 2025 | Feb 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 7,786 | 643 | 0.1% | — | 177 | +7,786 | New | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,767 | 641 | 0.01% | 0.01% | 178 | -352 | -4.34% | Q4 2025 | Jan 23, 2026 |
| CHOREO, LLC | History | Reduced | 7,701 | 640 | 0.01% | 0.01% | 179 | -1,253 | -13.99% | Q4 2025 | Jan 23, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 7,600 | 628 | 0.0% | 0.01% | 180 | -7,222 | -48.72% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,584 | 627 | 0.0% | 0.0% | 181 | -747 | -8.97% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 7,472 | 617 | 0.01% | 0.04% | 182 | -12,291 | -62.19% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | No change | 7,402 | 612 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,184 | 594 | 0.01% | 0.01% | 184 | -971 | -11.91% | Q4 2025 | Feb 02, 2026 |
| XPONANCE LLC | History | Reduced | 7,107 | 587 | 0.0% | 0.01% | 185 | -1,164 | -14.07% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,077 | 585 | 0.0% | 0.0% | 186 | +320 | 4.74% | Q4 2025 | Feb 18, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,060 | 583 | 0.0% | 0.0% | 187 | -6,335 | -47.29% | Q4 2025 | Feb 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,666 | 551 | 0.0% | — | 188 | +6,666 | New | Q4 2025 | Feb 18, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 6,503 | 537 | 0.01% | 0.01% | 189 | +2,304 | 54.87% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Reduced | 6,495 | 537 | 0.0% | 0.0% | 190 | -1,688 | -20.63% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 6,480 | 535 | 0.0% | 0.0% | 191 | -3,534 | -35.29% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 6,320 | 523 | 0.0% | — | 192 | +6,320 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,316 | 522 | 0.02% | 0.02% | 193 | -347 | -5.21% | Q4 2025 | Feb 17, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 6,297 | 520 | 0.07% | 0.06% | 194 | +334 | 5.6% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Added to | 6,090 | 511 | 0.02% | 0.01% | 195 | +2,844 | 87.62% | Q4 2025 | Jan 27, 2026 |
| Detalus Advisors, LLC | History | Added to | 6,058 | 501 | 0.12% | 0.12% | 196 | +336 | 5.87% | Q4 2025 | Feb 03, 2026 |
| South Dakota Investment Council | History | Reduced | 5,929 | 490 | 0.01% | 0.01% | 197 | -500 | -7.78% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 5,924 | 489 | 0.01% | 0.0% | 198 | +2,230 | 60.37% | Q4 2025 | Feb 17, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 5,881 | 486 | 0.12% | 0.11% | 199 | +374 | 6.79% | Q4 2025 | Jan 26, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,792 | 483 | 0.03% | — | 200 | +5,792 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 5,734 | 474 | 0.04% | 0.04% | 201 | +144 | 2.58% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,615 | 464 | 0.0% | 0.0% | 202 | -14 | -0.25% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 5,510 | 460 | 0.02% | — | 203 | +5,510 | New | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,500 | 454 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 5,472 | 452 | 0.0% | 0.0% | 205 | +226 | 4.31% | Q4 2025 | Jan 30, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 5,294 | 438 | 0.13% | 0.13% | 206 | -76 | -1.42% | Q4 2025 | Feb 09, 2026 |
| Jain Global LLC | History | New | 5,250 | 434 | 0.0% | — | 207 | +5,250 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,123 | 424 | 0.0% | 0.0% | 208 | -135 | -2.57% | Q4 2025 | Feb 05, 2026 |
| Magnetar Financial LLC | History | New | 5,085 | 420 | 0.0% | — | 209 | +5,085 | New | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | New | 5,062 | 418 | 0.25% | — | 210 | +5,062 | New | Q4 2025 | Feb 09, 2026 |
| Massar Capital Management, LP | History | New | 5,043 | 417 | 0.04% | — | 211 | +5,043 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 5,039 | 416 | 0.0% | 0.0% | 212 | -234 | -4.44% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,997 | 413 | 0.0% | — | 213 | +4,997 | New | Q4 2025 | Feb 04, 2026 |
| XTX Topco Ltd | History | New | 4,988 | 412 | 0.01% | — | 214 | +4,988 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 4,929 | 407 | 0.01% | 0.01% | 215 | -2,075 | -29.63% | Q4 2025 | Feb 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 4,900 | 405 | 0.0% | 0.0% | 216 | -4,246 | -46.42% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | No change | 4,888 | 404 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,760 | 394 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | New | 4,763 | 393 | 0.11% | — | 219 | +4,763 | New | Q4 2025 | Feb 11, 2026 |
| Groupe la Francaise | History | Reduced | 4,763 | 393 | 0.01% | 0.01% | 220 | -669 | -12.32% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,721 | 390 | 0.0% | — | 221 | +4,721 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,609 | 381 | 0.0% | 0.0% | 222 | +49 | 1.07% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 4,593 | 379 | 0.0% | — | 223 | +4,593 | New | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | No change | 4,438 | 367 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 4,409 | 364 | 0.0% | 0.0% | 225 | +1,351 | 44.18% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,377 | 362 | 0.0% | 0.0% | 226 | -744 | -14.53% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | New | 4,262 | 352 | 0.0% | — | 228 | +4,262 | New | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,266 | 352 | 0.01% | 0.01% | 227 | -100 | -2.29% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,069 | 336 | 0.01% | 0.01% | 229 | +731 | 21.9% | Q4 2025 | Feb 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 4,025 | 332 | 0.04% | 0.04% | 230 | +18 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 3,959 | 327 | 0.0% | 0.0% | 231 | -1,750 | -30.65% | Q4 2025 | Feb 12, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 3,900 | 322 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Reduced | 3,877 | 321 | 0.0% | 0.0% | 233 | -5,437 | -58.37% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,863 | 319 | 0.0% | — | 234 | +3,863 | New | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,785 | 313 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,682 | 304 | 0.01% | 0.01% | 236 | +42 | 1.15% | Q4 2025 | Jan 28, 2026 |
| Summit Financial, LLC | History | Added to | 3,582 | 299 | 0.0% | 0.0% | 237 | +14 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 3,606 | 298 | 0.01% | 0.01% | 238 | +268 | 8.03% | Q4 2025 | Feb 11, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 3,542 | 293 | 0.02% | 0.02% | 239 | -82 | -2.26% | Q4 2025 | Jan 15, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 3,529 | 291 | 0.05% | 0.05% | 240 | +6 | 0.17% | Q4 2025 | Jan 29, 2026 |
| Horizon Investment Services, LLC | History | Added to | 3,487 | 288 | 0.1% | 0.1% | 241 | +91 | 2.68% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,421 | 282 | 0.0% | 0.0% | 242 | +868 | 34.0% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,409 | 281 | 0.01% | 0.01% | 244 | -1,960 | -36.51% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,401 | 281 | 0.0% | 0.01% | 243 | -1,484 | -30.38% | Q4 2025 | Feb 13, 2026 |
| Optimize Financial Inc | History | Added to | 3,392 | 280 | 0.14% | 0.14% | 246 | +48 | 1.44% | Q4 2025 | Feb 09, 2026 |
| Dupree Financial Group, LLC | History | No change | 3,391 | 280 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,374 | 279 | 0.0% | 0.0% | 247 | -669 | -16.55% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 3,356 | 277 | 0.0% | 0.0% | 248 | +113 | 3.48% | Q4 2025 | Feb 03, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,335 | 275 | 0.02% | 0.03% | 249 | -770 | -18.76% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,236 | 267 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 3,209 | 265 | 0.0% | — | 251 | +3,209 | New | Q4 2025 | Feb 17, 2026 |
| HFR Wealth Management, LLC | History | No change | 3,046 | 251 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,017 | 249 | 0.01% | 0.01% | 253 | -419 | -12.19% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 2,895 | 239 | 0.0% | 0.0% | 254 | -248 | -7.89% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 2,880 | 238 | 0.05% | 0.05% | 255 | +28 | 0.98% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,855 | 236 | 0.0% | 0.0% | 256 | +189 | 7.09% | Q4 2025 | Mar 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,740 | 226 | 0.0% | 0.0% | 257 | -194 | -6.61% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | New | 2,632 | 217 | 0.0% | — | 258 | +2,632 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,612 | 216 | 0.02% | 0.01% | 259 | +274 | 11.72% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 2,555 | 211 | 0.01% | 0.01% | 260 | +21 | 0.83% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 2,546 | 210 | 0.01% | — | 261 | +2,546 | New | Q4 2025 | Feb 17, 2026 |
| Longboard Asset Management, LP | History | No change | 2,532 | 209 | 1.33% | 0.33% | 262 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 2,419 | 200 | 0.0% | 0.0% | 263 | +1,297 | 115.6% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,372 | 196 | 0.0% | 0.0% | 264 | +2,208 | 1346.34% | Q4 2025 | Feb 06, 2026 |
| Garner Asset Management Corp | History | New | 2,360 | 195 | 0.07% | — | 265 | +2,360 | New | Q4 2025 | Feb 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,335 | 193 | 0.0% | 0.0% | 266 | +305 | 15.02% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 2,328 | 192 | 0.0% | 0.0% | 267 | -225 | -8.81% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 2,025 | 167 | 0.0% | 0.01% | 268 | -9,003 | -81.64% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 1,982 | 164 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,775 | 146 | 0.01% | 0.01% | 270 | +169 | 10.52% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,627 | 134 | 0.01% | 0.01% | 272 | +50 | 3.17% | Q4 2025 | Jan 05, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,625 | 134 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,411 | 116 | 0.0% | 0.0% | 273 | +188 | 15.37% | Q4 2025 | Mar 16, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,305 | 112 | 0.04% | — | 274 | +1,305 | New | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,322 | 109 | 0.0% | 0.0% | 275 | +276 | 26.39% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,152 | 95 | 0.0% | 0.0% | 276 | +183 | 18.89% | Q4 2025 | Jan 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,136 | 93 | 0.0% | 0.0% | 277 | +161 | 16.51% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,080 | 89 | 0.02% | 0.0% | 278 | +1,026 | 1900.0% | Q4 2025 | Mar 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,084 | 89 | 0.0% | 0.0% | 279 | +87 | 8.73% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,065 | 88 | 0.0% | 0.0% | 280 | +620 | 139.33% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,070 | 88 | 0.0% | 0.0% | 281 | -94 | -8.08% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,025 | 84 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 856 | 70 | 0.0% | — | 283 | +856 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 771 | 64 | 0.0% | 0.0% | 284 | +97 | 14.39% | Q4 2025 | Feb 09, 2026 |
| Missouri Trust & Investment Co | History | No change | 700 | 57 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 653 | 53 | 0.0% | 0.0% | 286 | +1 | 0.15% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 617 | 51 | 0.0% | 0.0% | 287 | +406 | 192.42% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 593 | 49 | 0.0% | 0.0% | 288 | +18 | 3.13% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 570 | 47 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,000 | 47 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Optiver Holding B.V. | History | Added to | 557 | 46 | 0.0% | 0.0% | 291 | +234 | 72.45% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 521 | 43 | 0.04% | — | 294 | +521 | New | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 520 | 43 | 0.0% | — | 292 | +520 | New | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 519 | 43 | 0.0% | 0.0% | 293 | +149 | 40.27% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 506 | 41 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 486 | 40 | 0.0% | 0.0% | 296 | -38 | -7.25% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 457 | 37 | 0.0% | 0.0% | 297 | -147 | -24.34% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 439 | 36 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 428 | 35 | 0.0% | — | 299 | +428 | New | Q4 2025 | Mar 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 404 | 33 | 0.0% | — | 301 | +404 | New | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 400 | 33 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 394 | 32 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 372 | 31 | 0.0% | 0.0% | 303 | -6 | -1.59% | Q4 2025 | Jan 20, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 311 | 26 | 0.0% | 0.0% | 304 | -57 | -15.49% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 313 | 25 | 0.0% | 0.03% | 308 | -2,373 | -88.35% | Q4 2025 | Jan 08, 2026 |
| Sound Income Strategies, LLC | History | New | 300 | 25 | 0.0% | — | 307 | +300 | New | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 300 | 25 | 0.01% | — | 309 | +300 | New | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 291 | 25 | 0.0% | — | 305 | +291 | New | Q4 2025 | Feb 11, 2026 |
| Community Bank, N.A. | History | No change | 307 | 25 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 290 | 23 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Abound Wealth Management | History | No change | 281 | 23 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 264 | 21 | 0.0% | 0.0% | 312 | +2 | 0.76% | Q4 2025 | Jan 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 242 | 20 | 0.02% | — | 314 | +242 | New | Q4 2025 | Mar 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 250 | 20 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 231 | 19 | 0.0% | 0.0% | 315 | +110 | 90.91% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Reduced | 228 | 19 | 0.01% | 0.01% | 316 | -33 | -12.64% | Q4 2025 | Feb 06, 2026 |
| LRI Investments, LLC | History | Reduced | 223 | 18 | 0.0% | 0.0% | 318 | -21 | -8.61% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Added to | 223 | 18 | 0.0% | 0.0% | 317 | +8 | 3.72% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | No change | 207 | 17 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 200 | 16 | 0.0% | — | 320 | +200 | New | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 192 | 15 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 181 | 14 | 0.0% | — | 323 | +181 | New | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | New | 170 | 14 | 0.0% | — | 322 | +170 | New | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 166 | 13 | 0.0% | — | 325 | +166 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 163 | 13 | 0.0% | 0.0% | 324 | +25 | 18.12% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 118 | 10 | 0.0% | 0.01% | 326 | -500 | -80.91% | Q4 2025 | Jan 21, 2026 |
| Torren Management, LLC | History | New | 132 | 10 | 0.01% | — | 328 | +132 | New | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 128 | 10 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 102 | 8 | 0.0% | 0.0% | 329 | -1,223 | -92.3% | Q4 2025 | Feb 12, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 100 | 8 | 0.0% | — | 332 | +100 | New | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | No change | 104 | 8 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 102 | 8 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 83 | 6 | 0.0% | 0.0% | 335 | +13 | 18.57% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 75 | 6 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zimmer Partners, LP | History | New | 68 | 5 | 0.0% | — | 337 | +68 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 64 | 5 | 0.0% | — | 336 | +64 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 65 | 5 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 51 | 4 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 41 | 3 | 0.0% | 0.0% | 343 | +12 | 41.38% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 46 | 3 | 0.0% | 0.0% | 342 | -1 | -2.13% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 31 | 2 | 0.0% | — | 351 | +31 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 344 | -25 | -43.1% | Q4 2025 | Jan 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 345 | +10 | 62.5% | Q4 2025 | Feb 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 25 | 2 | 0.0% | 0.0% | 349 | +6 | 31.58% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 347 | +5 | 23.81% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 26 | 2 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Advocates LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Elyxium Wealth, LLC | History | New | 17 | 1 | 0.0% | — | 354 | +17 | New | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 16 | 1 | 0.0% | — | 353 | +16 | New | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 16 | 1 | 0.0% | — | 355 | +16 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,006,424 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sourcerock Group LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -95,562 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Yaupon Capital Management LP | History | Closed out | 0 | 0 | — | 0.17% | — | -55,624 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Closed out | 0 | 0 | — | 0.22% | — | -40,079 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,211 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.04% | — | -22,047 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,007 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,915 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.02% | — | -17,351 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.04% | — | -14,001 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -13,895 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,005 | -100.0% | Q3 2025 | Nov 17, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,594 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,971 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -7,017 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,903 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,126 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -3,872 | -100.0% | Q3 2025 | Oct 24, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -3,835 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,399 | -100.0% | Q3 2025 | Oct 29, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,078 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -488 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -231 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Signature Equity Partners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SageView Advisory Group, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Feb 03, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |