Sarepta Therapeutics, Inc. - SRPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 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 | 14,283,253 | 307,375 | 0.01% | 0.0% | 1 | +1,083,408 | 8.21% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 11,810,729 | 254,166 | 0.0% | 0.0% | 2 | +993,283 | 9.18% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,796,535 | 167,781 | 0.09% | 0.02% | 3 | +6,390,860 | 454.65% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 6,599,441 | 142,019 | 0.0% | 0.0% | 4 | +1,294,534 | 24.4% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,051,609 | 65,670 | 0.01% | 0.01% | 5 | -446,957 | -12.78% | Q4 2025 | Feb 17, 2026 |
| Erste Asset Management GmbH | History | Added to | 2,728,945 | 58,726 | 0.49% | 0.49% | 6 | +43,000 | 1.6% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,441,455 | 52,540 | 0.07% | 0.06% | 7 | +303,691 | 14.21% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Group plc | History | Added to | 2,251,593 | 48,454 | 0.08% | 0.06% | 8 | +268,829 | 13.56% | Q4 2025 | Jan 16, 2026 |
| UBS Group AG | History | Added to | 2,079,701 | 44,755 | 0.01% | 0.01% | 9 | +89,193 | 4.48% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 2,071,334 | 44,575 | 0.09% | 0.08% | 10 | +113,300 | 5.79% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,992,577 | 42,880 | 0.03% | 0.03% | 11 | +52,796 | 2.72% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,912,635 | 41,159 | 0.0% | 0.0% | 12 | -35,724 | -1.83% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,904,325 | 40,990 | 0.0% | 0.0% | 13 | +183,201 | 10.64% | Q4 2025 | Feb 09, 2026 |
| LMR Partners LLP | History | Added to | 1,840,000 | 39,596 | 0.07% | 0.13% | 14 | +257,383 | 16.26% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,704,674 | 36,684 | 0.06% | 0.05% | 15 | +124,333 | 7.87% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,694,590 | 36,467 | 0.0% | 0.0% | 16 | +891,532 | 111.02% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,617,490 | 34,808 | 0.02% | 0.02% | 17 | -473,135 | -22.63% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,313,313 | 28,262 | 0.05% | 0.04% | 18 | +4,622 | 0.35% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,159,578 | 24,954 | 0.04% | 0.07% | 19 | -1,490,600 | -56.25% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 1,146,175 | 24,665 | 0.01% | 0.01% | 20 | +92,253 | 8.75% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,082,762 | 23,301 | 0.06% | 0.11% | 21 | -662,289 | -37.95% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,061,333 | 22,839 | 0.0% | 0.01% | 22 | -729,144 | -40.72% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,047,688 | 22,546 | 0.0% | 0.0% | 23 | -98,194 | -8.57% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,000,109 | 21,522 | 0.01% | 0.0% | 24 | +715,899 | 251.89% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 989,800 | 21,300 | 0.01% | 0.01% | 25 | -17,500 | -1.74% | Q4 2025 | Feb 11, 2026 |
| Voleon Capital Management LP | History | Added to | 879,953 | 18,936 | 0.41% | 0.24% | 26 | +378,811 | 75.59% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 878,393 | 18,903 | 0.07% | 0.08% | 27 | -430,345 | -32.88% | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 810,800 | 17,448 | 0.25% | 0.24% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 683 Capital Management, LLC | History | Reduced | 810,000 | 17,431 | 0.76% | 1.0% | 29 | -180,000 | -18.18% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 765,383 | 16,471 | 0.0% | 0.0% | 30 | +156,232 | 25.65% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 751,153 | 16,164 | 0.04% | 0.06% | 31 | -395,501 | -34.49% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 733,430 | 15,783 | 0.0% | 0.0% | 32 | +94,650 | 14.82% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 727,786 | 15,661 | 0.01% | 0.02% | 33 | -1,053,562 | -59.14% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 691,034 | 14,871 | 0.0% | 0.0% | 34 | +100,763 | 17.07% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 677,686 | 14,583 | 0.0% | 0.0% | 35 | +331,435 | 95.72% | Q4 2025 | Mar 25, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 553,379 | 11,908 | 0.05% | — | 36 | +553,379 | New | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 497,275 | 10,701 | 0.01% | 0.0% | 37 | +29,208 | 6.24% | Q4 2025 | Feb 02, 2026 |
| C WorldWide Group Holding A/S | History | No change | 490,329 | 10,552 | 0.18% | 0.15% | 38 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 479,246 | 10,313 | 0.02% | — | 39 | +479,246 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 475,004 | 10,222 | 0.03% | 0.0% | 40 | +406,928 | 597.76% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 465,832 | 10,024 | 0.03% | 0.02% | 41 | +191,252 | 69.65% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 458,148 | 9,859 | 0.0% | 0.0% | 42 | -193,450 | -29.69% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 441,919 | 9,510 | 0.01% | 0.02% | 43 | -194,865 | -30.6% | Q4 2025 | Feb 17, 2026 |
| Clear Street Group Inc. | History | New | 432,996 | 9,318 | 0.03% | — | 44 | +432,996 | New | Q4 2025 | Feb 13, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | New | 400,000 | 8,608 | 0.27% | — | 45 | +400,000 | New | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 397,001 | 8,543 | 0.0% | 0.0% | 46 | -435,637 | -52.32% | Q4 2025 | Feb 19, 2026 |
| IMC-Chicago, LLC | History | Added to | 389,892 | 8,390 | 0.0% | 0.0% | 47 | +200,514 | 105.88% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Reduced | 385,449 | 8,294 | 0.0% | 0.0% | 48 | -260,937 | -40.37% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 370,701 | 7,977 | 0.0% | — | 49 | +370,701 | New | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 369,831 | 7,959 | 0.01% | 0.02% | 50 | -996,859 | -72.94% | Q4 2025 | Feb 19, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 362,667 | 7,804 | 0.03% | 0.03% | 51 | -18,505 | -4.85% | Q4 2025 | Feb 13, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | Reduced | 349,220 | 7,515 | 0.37% | 0.45% | 52 | -250,780 | -41.8% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 346,829 | 7,463 | 0.0% | 0.0% | 53 | +25,100 | 7.8% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 325,000 | 6,994 | 0.02% | 0.02% | 54 | +74,997 | 30.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 306,812 | 6,602 | 0.02% | 0.01% | 55 | +102,957 | 50.51% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 299,415 | 6,443 | 0.01% | 0.0% | 56 | +131,121 | 77.91% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 280,568 | 6,037 | 0.02% | 0.03% | 57 | -71,707 | -20.36% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Reduced | 275,590 | 5,930 | 0.04% | 0.13% | 58 | -602,043 | -68.6% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 266,549 | 5,736 | 0.0% | 0.0% | 59 | +33,088 | 14.17% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 264,457 | 5,691 | 0.0% | 0.0% | 60 | -2,105 | -0.79% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 257,089 | 5,532 | 0.01% | 0.0% | 61 | +202,799 | 373.55% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 246,335 | 5,301 | 0.15% | 0.07% | 62 | +57,882 | 30.71% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 240,536 | 5,176 | 0.01% | 0.0% | 63 | +167,831 | 230.84% | Q4 2025 | Jan 26, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 235,021 | 5,050 | 0.0% | — | 64 | +235,021 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 223,884 | 4,817 | 0.0% | 0.0% | 65 | +223,644 | 93185.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 221,730 | 4,771 | 0.02% | — | 66 | +221,730 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 217,762 | 4,686 | 0.0% | — | 67 | +217,762 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 217,511 | 4,680 | 0.0% | 0.0% | 68 | +224 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 212,316 | 4,569 | 0.01% | 0.0% | 69 | +174,187 | 456.84% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 207,513 | 4,465 | 0.0% | 0.01% | 70 | -176,387 | -45.95% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 30,945 | 4,353 | 0.01% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Nuveen, LLC | History | Added to | 196,719 | 4,233 | 0.0% | 0.0% | 72 | +25,079 | 14.61% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 195,983 | 4,217 | 0.0% | 0.0% | 73 | +24,500 | 14.29% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 195,257 | 4,201 | 0.01% | 0.01% | 74 | +20,122 | 11.49% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 191,371 | 4,118 | 0.01% | 0.03% | 75 | -308,250 | -61.7% | Q4 2025 | Jan 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 190,108 | 4,091 | 0.0% | 0.0% | 76 | +11,687 | 6.55% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 178,343 | 3,837 | 0.03% | 0.03% | 77 | +17,681 | 11.01% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 168,897 | 3,634 | 0.04% | 0.07% | 78 | -132,112 | -43.89% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 167,725 | 3,609 | 0.0% | 0.0% | 79 | -160,851 | -48.95% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 164,900 | 3,548 | 0.0% | 0.0% | 80 | -71,200 | -30.16% | Q4 2025 | Feb 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 150,005 | 3,228 | 0.05% | 0.11% | 81 | -201,979 | -57.38% | Q4 2025 | Feb 17, 2026 |
| Boxer Capital Management, LLC | History | Reduced | 150,000 | 3,228 | 0.71% | 1.54% | 82 | -100,000 | -40.0% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 146,215 | 3,146 | 0.01% | 0.0% | 83 | +5,325 | 3.78% | Q4 2025 | Mar 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 143,493 | 3,087 | 0.0% | 0.0% | 84 | +38,380 | 36.51% | Q4 2025 | Feb 13, 2026 |
| Mirador Capital Partners LP | History | New | 139,982 | 3,012 | 0.41% | — | 85 | +139,982 | New | Q4 2025 | Jan 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 136,462 | 2,936 | 0.21% | 0.18% | 86 | +12,813 | 10.36% | Q4 2025 | Jan 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 126,736 | 2,727 | 0.0% | 0.01% | 87 | -137,545 | -52.04% | Q4 2025 | Feb 13, 2026 |
| Neo Ivy Capital Management | History | New | 118,357 | 2,547 | 0.4% | — | 88 | +118,357 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 106,759 | 2,410 | 0.0% | 0.0% | 89 | +62,981 | 143.86% | Q4 2025 | Jan 08, 2026 |
| Walleye Trading LLC | History | Added to | 111,756 | 2,404 | 0.0% | 0.0% | 90 | +41,528 | 59.13% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 108,725 | 2,339 | 0.07% | 0.1% | 91 | -62,072 | -36.34% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 108,425 | 2,333 | 0.0% | 0.0% | 92 | +20,082 | 22.73% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 107,585 | 2,315 | 0.0% | 0.0% | 93 | +46,915 | 77.33% | Q4 2025 | Feb 17, 2026 |
| PDT Partners, LLC | History | Reduced | 105,486 | 2,270 | 0.15% | 0.14% | 94 | -10,760 | -9.26% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 112,446 | 2,234 | 0.01% | — | 95 | +112,446 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 100,615 | 2,165 | 0.0% | 0.0% | 96 | +18,200 | 22.08% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 95,752 | 2,060 | 0.0% | 0.0% | 97 | +74,027 | 340.75% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 95,217 | 2,049 | 0.0% | 0.0% | 98 | +58,139 | 156.8% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 94,545 | 2,034 | 0.0% | 0.0% | 99 | +12,404 | 15.1% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 94,450 | 2,032 | 0.0% | 0.0% | 100 | +2,550 | 2.77% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 93,499 | 2,008 | 0.0% | 0.0% | 101 | +68,197 | 269.53% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 90,038 | 1,938 | 0.0% | 0.0% | 102 | +11 | 0.01% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 89,219 | 1,920 | 0.0% | 0.0% | 103 | -7,822 | -8.06% | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | Reduced | 87,362 | 1,880 | 0.01% | 0.03% | 104 | -153,438 | -63.72% | Q4 2025 | Feb 11, 2026 |
| ALPS ADVISORS INC | History | New | 86,037 | 1,851 | 0.01% | — | 105 | +86,037 | New | Q4 2025 | Feb 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 79,671 | 1,714 | 0.11% | — | 106 | +79,671 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 79,200 | 1,704 | 0.0% | 0.01% | 107 | -272,715 | -77.49% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 78,337 | 1,685 | 0.0% | 0.0% | 108 | -5,270 | -6.3% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 76,224 | 1,640 | 0.05% | 0.02% | 109 | +37,350 | 96.08% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 72,002 | 1,549 | 0.0% | 0.0% | 110 | +1,509 | 2.14% | Q4 2025 | Feb 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 70,371 | 1,514 | 0.13% | 0.03% | 111 | +49,806 | 242.19% | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 70,141 | 1,509 | 0.0% | 0.0% | 112 | +26,933 | 62.33% | Q4 2025 | Feb 17, 2026 |
| MPM BioImpact LLC | History | Reduced | 70,000 | 1,506 | 0.17% | 2.21% | 113 | -630,000 | -90.0% | Q4 2025 | Feb 17, 2026 |
| Quantitative Investment Management, LLC | History | New | 63,670 | 1,370 | 0.13% | — | 114 | +63,670 | New | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 63,317 | 1,361 | 0.0% | 0.0% | 115 | -8,534 | -11.88% | Q4 2025 | Jan 08, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 63,000 | 1,355 | 0.33% | 0.35% | 116 | -21,000 | -25.0% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Added to | 58,545 | 1,259 | 0.03% | 0.01% | 117 | +36,299 | 163.17% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 58,366 | 1,254 | 0.0% | 0.0% | 118 | +12,948 | 28.51% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 58,042 | 1,244 | 0.0% | 0.0% | 119 | +8,494 | 17.14% | Q4 2025 | Feb 18, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 57,238 | 1,231 | 0.03% | 0.03% | 120 | -4,825 | -7.77% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 53,280 | 1,146 | 0.01% | 0.01% | 121 | +4,167 | 8.48% | Q4 2025 | Jan 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 52,598 | 1,131 | 0.0% | 0.0% | 122 | -3,573 | -6.36% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 51,915 | 1,117 | 0.0% | — | 124 | +51,915 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 51,942 | 1,117 | 0.01% | 0.01% | 123 | -4,847 | -8.54% | Q4 2025 | Feb 17, 2026 |
| Raiffeisen Bank International AG | History | Added to | 51,465 | 1,100 | 0.01% | 0.01% | 125 | +5,000 | 10.76% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | New | 51,108 | 1,099 | 0.0% | — | 126 | +51,108 | New | Q4 2025 | Feb 13, 2026 |
| DeepCurrents Investment Group LLC | History | No change | 500 | 1,076 | 0.04% | 0.02% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 49,777 | 1,071 | 0.0% | 0.0% | 128 | -40,209 | -44.68% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,752 | 1,049 | 0.0% | 0.0% | 129 | +35,517 | 268.36% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 48,000 | 1,032 | 0.02% | 0.01% | 130 | +3,100 | 6.9% | Q4 2025 | Jan 16, 2026 |
| Privium Fund Management B.V. | History | New | 43,000 | 925 | 0.17% | — | 131 | +43,000 | New | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 41,921 | 902 | 0.0% | 0.0% | 132 | +31,631 | 307.4% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 41,322 | 889 | 0.0% | 0.0% | 133 | +18,381 | 80.12% | Q4 2025 | Jan 30, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 41,254 | 887 | 0.01% | — | 134 | +41,254 | New | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 39,871 | 858 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 38,854 | 836 | 0.0% | 0.0% | 137 | -2,837 | -6.8% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 38,877 | 836 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | New | 38,123 | 820 | 0.01% | — | 138 | +38,123 | New | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 39,905 | 811 | 0.0% | 0.0% | 139 | -2,565 | -6.04% | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,471 | 784 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 35,681 | 767 | 0.04% | 0.07% | 141 | -10,449 | -22.65% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 35,173 | 757 | 0.01% | 0.0% | 142 | +3,213 | 10.05% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 34,362 | 739 | 0.0% | 0.0% | 143 | +4,643 | 15.62% | Q4 2025 | Feb 02, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 33,940 | 730 | 0.0% | — | 144 | +33,940 | New | Q4 2025 | Jan 30, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 33,837 | 728 | 0.01% | 0.01% | 145 | -31,049 | -47.85% | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 33,548 | 726 | 0.0% | 0.0% | 146 | -12,041 | -26.41% | Q4 2025 | Mar 20, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 31,741 | 683 | 0.19% | 0.07% | 147 | +19,830 | 166.48% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 31,115 | 670 | 0.0% | 0.0% | 148 | +5,700 | 22.43% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 30,454 | 655 | 0.0% | 0.0% | 149 | +2,954 | 10.74% | Q4 2025 | Jan 27, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 29,957 | 644 | 0.0% | — | 150 | +29,957 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 27,982 | 637 | 0.02% | 0.01% | 151 | +17,409 | 164.66% | Q4 2025 | Jan 27, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 28,866 | 621 | 0.05% | 0.63% | 152 | -320,941 | -91.75% | Q4 2025 | Feb 18, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 28,780 | 619 | 0.03% | — | 153 | +28,780 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 28,561 | 614 | 0.0% | 0.0% | 154 | -60,710 | -68.01% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 28,500 | 613 | 0.0% | 42.2% | 155 | -443,203 | -93.96% | Q4 2025 | Feb 17, 2026 |
| Lion Point Capital, LP | History | New | 28,500 | 613 | 3.17% | — | 156 | +28,500 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 28,471 | 612 | 0.01% | 0.0% | 157 | +10,298 | 56.67% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 27,912 | 600 | 0.0% | 0.0% | 158 | -1,059 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Added to | 27,701 | 596 | 0.0% | 0.0% | 159 | +1,536 | 5.87% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 26,333 | 566 | 0.0% | 0.0% | 160 | -7,299 | -21.7% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 25,942 | 558 | 0.0% | 0.0% | 161 | +1,057 | 4.25% | Q4 2025 | Feb 10, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 25,800 | 555 | 0.26% | 0.27% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 25,704 | 540 | 0.01% | 0.01% | 163 | +481 | 1.91% | Q4 2025 | Jan 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 25,000 | 538 | 0.0% | 0.0% | 164 | -12,500 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 24,620 | 529 | 0.0% | 0.0% | 165 | +896 | 3.78% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 24,333 | 523 | 0.0% | 0.0% | 166 | +1,412 | 6.16% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 24,000 | 516 | 0.01% | 0.01% | 168 | +2,000 | 9.09% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | Reduced | 23,996 | 516 | 0.0% | 0.0% | 167 | -761 | -3.07% | Q4 2025 | Jan 29, 2026 |
| Pallas Capital Advisors LLC | History | New | 23,896 | 514 | 0.02% | — | 170 | +23,896 | New | Q4 2025 | Jan 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 23,885 | 514 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 23,801 | 512 | 0.0% | 0.0% | 171 | -4,159 | -14.87% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | New | 22,265 | 479 | 0.0% | — | 172 | +22,265 | New | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Reduced | 22,043 | 474 | 0.02% | 0.02% | 173 | -2,500 | -10.19% | Q4 2025 | Jan 26, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 21,300 | 458 | 0.0% | 0.0% | 174 | +3,500 | 19.66% | Q4 2025 | Jan 28, 2026 |
| AXQ CAPITAL, LP | History | Added to | 20,247 | 435 | 0.1% | 0.11% | 175 | +5,628 | 38.5% | Q4 2025 | Feb 10, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 19,843 | 427 | 0.02% | 0.51% | 176 | -356,401 | -94.73% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 19,543 | 420 | 0.01% | 0.01% | 177 | +1,263 | 6.91% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 19,434 | 418 | 0.01% | — | 178 | +19,434 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,794 | 404 | 0.0% | — | 179 | +18,794 | New | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 19,029 | 400 | 0.01% | — | 180 | +19,029 | New | Q4 2025 | Jan 08, 2026 |
| Summit Trail Advisors, LLC | History | New | 18,386 | 395 | 0.01% | — | 181 | +18,386 | New | Q4 2025 | Feb 17, 2026 |
| Caerus Investment Advisors, LLC | History | New | 18,222 | 392 | 0.13% | — | 182 | +18,222 | New | Q4 2025 | Feb 12, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | History | No change | 17,888 | 384 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 17,075 | 367 | 0.03% | 0.03% | 184 | -53 | -0.31% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 16,806 | 361 | 0.0% | 0.0% | 185 | +2,432 | 16.92% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,715 | 359 | 0.01% | 0.02% | 186 | -5,520 | -24.83% | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | New | 16,091 | 346 | 0.1% | — | 187 | +16,091 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,587 | 335 | 0.0% | — | 188 | +15,587 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,130 | 325 | 0.0% | 0.0% | 189 | +1,079 | 7.68% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 15,075 | 324 | 0.0% | 0.0% | 190 | +1,293 | 9.38% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,678 | 315 | 0.0% | 0.0% | 191 | -6,931 | -32.07% | Q4 2025 | Jan 28, 2026 |
| Garda Capital Partners LP | History | No change | 14,600 | 314 | 0.26% | 1.13% | 192 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 14,505 | 312 | 0.0% | — | 193 | +14,505 | New | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,092 | 303 | 0.0% | 0.0% | 194 | -475 | -3.26% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 13,945 | 297 | 0.0% | 0.0% | 195 | +7,881 | 129.96% | Q4 2025 | Feb 03, 2026 |
| Sivia Capital Partners, LLC | History | New | 13,114 | 282 | 0.06% | — | 197 | +13,114 | New | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,135 | 282 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 12,555 | 270 | 0.0% | 0.0% | 198 | -8,301 | -39.8% | Q4 2025 | Feb 18, 2026 |
| XPONANCE LLC | History | Added to | 12,500 | 269 | 0.0% | 0.0% | 199 | +555 | 4.65% | Q4 2025 | Feb 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 12,284 | 264 | 0.0% | 0.0% | 200 | +2,347 | 23.62% | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 12,283 | 264 | 0.0% | 0.0% | 201 | -2,050 | -14.3% | Q4 2025 | Feb 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 12,026 | 258 | 0.02% | — | 203 | +12,026 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,990 | 258 | 0.0% | 0.0% | 202 | +2,404 | 25.08% | Q4 2025 | Feb 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 11,976 | 257 | 0.0% | 0.0% | 204 | +1,031 | 9.42% | Q4 2025 | Feb 10, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 11,807 | 254 | 0.0% | 0.0% | 205 | -25,604 | -68.44% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 11,300 | 243 | 0.01% | — | 206 | +11,300 | New | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 11,209 | 241 | 0.01% | — | 207 | +11,209 | New | Q4 2025 | Feb 02, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 11,186 | 240 | 0.1% | — | 208 | +11,186 | New | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 11,075 | 238 | 0.0% | 0.0% | 209 | -822 | -6.91% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 11,000 | 237 | 0.0% | — | 210 | +11,000 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 10,995 | 236 | 0.0% | 0.0% | 211 | -1,171 | -9.63% | Q4 2025 | Feb 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 10,741 | 231 | 0.02% | 0.02% | 212 | -879 | -7.56% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,492 | 225 | 0.0% | 0.0% | 213 | -1,805 | -14.68% | Q4 2025 | Mar 09, 2026 |
| Neuberger Berman Group LLC | History | New | 10,379 | 223 | 0.0% | — | 214 | +10,379 | New | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 10,257 | 220 | 0.0% | 0.01% | 215 | -959,569 | -98.94% | Q4 2025 | Feb 17, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 10,000 | 215 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,883 | 212 | 0.0% | — | 217 | +9,883 | New | Q4 2025 | Feb 18, 2026 |
| Bridgefront Capital, LLC | History | New | 9,866 | 212 | 0.05% | — | 218 | +9,866 | New | Q4 2025 | Feb 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 9,476 | 211 | 0.02% | — | 219 | +9,476 | New | Q4 2025 | Jan 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,759 | 210 | 0.0% | 0.0% | 220 | -33,309 | -77.34% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | New | 9,974 | 210 | 0.01% | — | 221 | +9,974 | New | Q4 2025 | Jan 28, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 9,614 | 206 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 9,500 | 204 | 0.05% | — | 223 | +9,500 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9,225 | 198 | 0.01% | 0.0% | 224 | +7,936 | 615.67% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,066 | 195 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,115 | 174 | 0.0% | 0.0% | 226 | +1,037 | 14.65% | Q4 2025 | Feb 06, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 7,500 | 161 | 0.1% | 0.09% | 227 | -150 | -1.96% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 7,395 | 159 | 0.0% | — | 228 | +7,395 | New | Q4 2025 | Feb 05, 2026 |
| WESTPAC BANKING CORP | History | New | 7,173 | 154 | 0.01% | — | 229 | +7,173 | New | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | New | 6,988 | 150 | 0.02% | — | 230 | +6,988 | New | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,243 | 134 | 0.0% | 0.0% | 231 | -9,650 | -60.72% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 6,185 | 133 | 0.0% | 0.0% | 232 | -6,184 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,169 | 132 | 0.0% | 0.0% | 233 | +6,042 | 4757.48% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,922 | 127 | 0.0% | 0.0% | 234 | +4,817 | 435.93% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,430 | 116 | 0.0% | 0.0% | 235 | -1,801 | -24.91% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 5,238 | 112 | 0.0% | 0.0% | 236 | +38 | 0.73% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,092 | 109 | 0.0% | 0.0% | 237 | +1,068 | 26.54% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,774 | 102 | 0.01% | — | 238 | +4,774 | New | Q4 2025 | Feb 03, 2026 |
| WEXFORD CAPITAL LP | History | New | 4,645 | 99 | 0.02% | — | 239 | +4,645 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,373 | 94 | 0.0% | 0.0% | 240 | -1,281 | -22.66% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 4,404 | 94 | 0.0% | 0.0% | 241 | +896 | 25.54% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,104 | 88 | 0.0% | 0.0% | 242 | +2,034 | 98.26% | Q4 2025 | Mar 16, 2026 |
| GAMMA Investing LLC | History | Added to | 4,066 | 87 | 0.0% | 0.0% | 243 | +977 | 31.63% | Q4 2025 | Jan 05, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Reduced | 3,680 | 79 | 0.01% | 0.01% | 244 | -300 | -7.54% | Q4 2025 | Feb 10, 2026 |
| Leonteq Securities AG | History | Reduced | 3,526 | 75 | 0.0% | 0.01% | 245 | -7,859 | -69.03% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 3,173 | 68 | 0.0% | — | 247 | +3,173 | New | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 3,152 | 68 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,015 | 64 | 0.01% | — | 248 | +3,015 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,784 | 60 | 0.0% | 0.0% | 249 | +2,163 | 348.31% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | Added to | 2,819 | 60 | 0.0% | 0.0% | 250 | +1,319 | 87.93% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,500 | 53 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,333 | 50 | 0.0% | 0.0% | 252 | -37,976 | -94.21% | Q4 2025 | Jan 15, 2026 |
| STRS OHIO | History | Added to | 2,221 | 47 | 0.0% | 0.0% | 253 | +4 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Alpine Global Management, LLC | History | Added to | 3,070 | 46 | 0.01% | 0.0% | 254 | +70 | 2.33% | Q4 2025 | Feb 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,102 | 45 | 0.0% | 0.0% | 255 | +86 | 4.27% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,046 | 44 | 0.0% | 0.0% | 256 | -1,029 | -33.46% | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,059 | 44 | 0.0% | 0.0% | 257 | -43 | -2.05% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 1,882 | 40 | 0.0% | 0.0% | 258 | +851 | 82.54% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,779 | 38 | 0.0% | 0.0% | 259 | -2,965 | -62.5% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,514 | 32 | 0.0% | 0.0% | 260 | +435 | 40.32% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,400 | 30 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,324 | 28 | 0.0% | 0.0% | 262 | +485 | 57.81% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,165 | 25 | 0.0% | — | 264 | +1,165 | New | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,188 | 25 | 0.0% | 0.0% | 263 | -23 | -1.9% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,159 | 24 | 0.0% | 0.0% | 265 | +461 | 66.05% | Q4 2025 | Feb 02, 2026 |
| AlphaQuest LLC | History | Reduced | 1,069 | 23 | 0.0% | 0.0% | 266 | -1,492 | -58.26% | Q4 2025 | Feb 09, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,100 | 23 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | Added to | 1,051 | 22 | 0.01% | 0.0% | 268 | +701 | 200.29% | Q4 2025 | Jan 08, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,000 | 21 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CGC Financial Services, LLC | History | No change | 913 | 19 | 0.01% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | Reduced | 853 | 18 | 0.01% | 0.03% | 274 | -1,936 | -69.42% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 869 | 18 | 0.0% | 0.0% | 273 | +603 | 226.69% | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 854 | 18 | 0.0% | 0.0% | 272 | +474 | 124.74% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 848 | 18 | 0.0% | 0.0% | 271 | +302 | 55.31% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 797 | 17 | 0.0% | — | 276 | +797 | New | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 824 | 17 | 0.0% | 0.0% | 275 | +347 | 72.75% | Q4 2025 | Jan 28, 2026 |
| Activest Wealth Management | History | Added to | 780 | 16 | 0.0% | — | 278 | +738 | 1757.14% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Reduced | 751 | 16 | 0.0% | 0.0% | 277 | -57 | -7.05% | Q4 2025 | Jan 23, 2026 |
| Pandora Wealth, Inc. | History | No change | 700 | 15 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | New | 622 | 13 | 0.0% | — | 281 | +622 | New | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 637 | 13 | 0.0% | 0.0% | 280 | -203 | -24.17% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 545 | 11 | 0.0% | 0.0% | 282 | -8,369 | -93.89% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 548 | 11 | 0.0% | 0.0% | 283 | +479 | 694.2% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 463 | 10 | 0.0% | — | 284 | +463 | New | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Advisors | History | Added to | 500 | 10 | 0.0% | 0.0% | 285 | +100 | 25.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | Added to | 411 | 8 | 0.0% | 0.0% | 287 | +79 | 23.8% | Q4 2025 | Jan 29, 2026 |
| Quaker Wealth Management, LLC | History | No change | 400 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 369 | 7 | 0.0% | 0.0% | 289 | -235 | -38.91% | Q4 2025 | Feb 03, 2026 |
| Daiwa Securities Group Inc. | History | No change | 315 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CKW FINANCIAL GROUP | History | New | 300 | 6 | 0.0% | — | 290 | +300 | New | Q4 2025 | Jan 26, 2026 |
| Avion Wealth | History | Added to | 300 | 6 | 0.0% | — | 291 | +272 | 971.43% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 250 | 5 | 0.0% | — | 294 | +250 | New | Q4 2025 | Jan 21, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 235 | 5 | 0.0% | — | 293 | +235 | New | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 249 | 5 | 0.0% | 0.0% | 292 | +192 | 336.84% | Q4 2025 | Feb 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 260 | 5 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 249 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Elequin Capital, LP | History | New | 220 | 4 | 0.0% | — | 301 | +220 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 192 | 4 | 0.0% | 0.0% | 298 | +103 | 115.73% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 200 | 4 | 0.0% | 0.0% | 299 | -4 | -1.96% | Q4 2025 | Feb 18, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 4 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 4 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sachetta, LLC | History | Reduced | 151 | 3 | 0.0% | 0.0% | 306 | -324 | -68.21% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 151 | 3 | 0.0% | — | 302 | +136 | 906.67% | Q4 2025 | Feb 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 177 | 3 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 170 | 3 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 155 | 3 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | Reduced | 107 | 2 | 0.0% | 0.01% | 309 | -20,898 | -99.49% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 119 | 2 | 0.0% | 0.0% | 308 | -156 | -56.73% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | New | 112 | 2 | 0.0% | — | 312 | +112 | New | Q4 2025 | Jan 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 94 | 2 | 0.0% | 0.0% | 310 | +12 | 14.63% | Q4 2025 | Feb 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 100 | 2 | 0.0% | 0.0% | 307 | -10 | -9.09% | Q4 2025 | Jan 07, 2026 |
| Financial Perspectives, Inc | History | No change | 128 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | New | 77 | 1 | 0.0% | — | 319 | +77 | New | Q4 2025 | Jan 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | New | 69 | 1 | 0.0% | — | 321 | +69 | New | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | New | 50 | 1 | 0.0% | — | 320 | +50 | New | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 49 | 1 | 0.0% | — | 316 | +49 | New | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 74 | 1 | 0.0% | — | 315 | +41 | 124.24% | Q4 2025 | Feb 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 48 | 1 | 0.0% | — | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | No change | 50 | 1 | 0.0% | — | 317 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SITTNER & NELSON, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BRAIDWELL LP | History | Closed out | 0 | 0 | — | 0.48% | — | -832,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Opaleye Management Inc. | History | Closed out | 0 | 0 | — | 1.59% | — | -585,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Silver Point Capital L.P. | History | Closed out | 0 | 0 | — | 0.28% | — | -278,278 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -153,257 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Closed out | 0 | 0 | — | 0.61% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -148,367 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ikarian Capital, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -137,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Union Square Park Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -105,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -78,735 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Artia Global Partners LP | History | Closed out | 0 | 0 | — | 0.14% | — | -44,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -39,472 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,977 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,482 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Maxi Investments CY Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -18,523 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,241 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -14,914 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,695 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -9,674 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -4,600 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,914 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,690 | -100.0% | Q3 2025 | Oct 22, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,260 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,229 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -593 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3 | 0 | — | — | — | -37 | -92.5% | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Mar 04, 2026 |
| SouthState Bank Corp | History | Reduced | 30 | 0 | — | 0.0% | — | -30 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Bare Financial Services, Inc | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 22, 2026 |
| Ankerstar Wealth, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Global Retirement Partners, LLC | History | Added to | 39 | 0 | — | — | — | +11 | 39.29% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 25 | 0 | — | — | — | +10 | 66.67% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cedar Mountain Advisors, LLC | History | Added to | 32 | 0 | — | — | — | +8 | 33.33% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -6 | -85.71% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q4 2025 | Jan 20, 2026 |
| DV Trading LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 42 | 0 | — | — | — | +2 | 5.0% | Q4 2025 | Jan 29, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 28, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ST GERMAIN D J CO INC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Manchester Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Copia Wealth Management | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |