SouthState Bank Corp - SSB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 10,937,359 | 1,029,314 | 0.01% | 0.02% | 1 | +161,928 | 1.5% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 9,356,351 | 880,526 | 0.01% | 0.02% | 2 | -238,989 | -2.49% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,729,496 | 445,100 | 0.09% | 0.1% | 3 | +62,879 | 1.35% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,903,691 | 367,376 | 0.01% | 0.01% | 4 | -19,949 | -0.51% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,866,033 | 175,653 | 0.01% | 0.01% | 5 | +85,981 | 4.83% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,840,552 | 173,214 | 0.09% | 0.09% | 6 | -16,214 | -0.87% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,737,558 | 163,521 | 0.09% | 0.1% | 7 | -4,340 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 1,647,727 | 155,067 | 0.02% | 0.02% | 8 | +56,693 | 3.56% | Q4 2025 | Feb 19, 2026 |
| FMR LLC | History | Reduced | 1,646,066 | 154,911 | 0.01% | 0.01% | 9 | -546,091 | -24.91% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,623,728 | 152,809 | 0.04% | 0.04% | 10 | +15,787 | 0.98% | Q4 2025 | Feb 11, 2026 |
| Capital International Investors | History | No change | 1,620,981 | 152,550 | 0.02% | 0.03% | 11 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,579,164 | 148,615 | 0.01% | 0.01% | 12 | -197,632 | -11.12% | Q4 2025 | Feb 13, 2026 |
| Capital Research Global Investors | History | Reduced | 1,576,502 | 148,364 | 0.03% | 0.03% | 13 | -94,999 | -5.68% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 1,338,219 | 125,939 | 0.01% | — | 14 | +1,338,219 | New | Q4 2025 | Feb 10, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,269,587 | 119,480 | 0.51% | 0.58% | 15 | -80,761 | -5.98% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,180,502 | 111,097 | 0.02% | 0.02% | 16 | -9,128 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,155,073 | 108,842 | 0.18% | 0.18% | 17 | +35,184 | 3.14% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,146,955 | 107,939 | 0.01% | 0.01% | 18 | +167,608 | 17.11% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,144,118 | 107,672 | 0.02% | 0.02% | 19 | +89,397 | 8.48% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,062,875 | 100,027 | 0.05% | 0.08% | 20 | -156,204 | -12.81% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,050,659 | 98,877 | 0.8% | 0.9% | 21 | -229,297 | -17.91% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,037,531 | 97,642 | 0.07% | 0.06% | 22 | +156,022 | 17.7% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,036,952 | 97,587 | 0.02% | 0.01% | 23 | +206,210 | 24.82% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 838,960 | 78,954 | 0.08% | 0.05% | 24 | +350,325 | 71.69% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 824,498 | 77,594 | 0.05% | 0.21% | 25 | -2,590,345 | -75.86% | Q4 2025 | Feb 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 815,834 | 76,778 | 0.06% | — | 26 | +815,834 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 815,066 | 76,705 | 0.01% | 0.01% | 27 | -31,579 | -3.73% | Q4 2025 | Feb 17, 2026 |
| FJ Capital Management LLC | History | Added to | 813,033 | 76,514 | 8.45% | 5.57% | 28 | +285,091 | 54.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 718,531 | 67,620 | 0.0% | 0.0% | 29 | +100,104 | 16.19% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 651,133 | 61,278 | 0.83% | 0.88% | 30 | -18,436 | -2.75% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 622,396 | 58,573 | 0.02% | 0.02% | 31 | +15,142 | 2.49% | Q4 2025 | Feb 09, 2026 |
| Capital World Investors | History | No change | 620,509 | 58,396 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 568,441 | 53,495 | 0.01% | 0.01% | 33 | +108,192 | 23.51% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Added to | 532,971 | 50,157 | 0.2% | 0.16% | 34 | +152,373 | 40.04% | Q4 2025 | Feb 13, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 522,594 | 49,204 | 3.9% | 1.95% | 35 | +348,022 | 199.36% | Q4 2025 | Feb 10, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 442,850 | 41,676 | 1.25% | 0.9% | 36 | +50,100 | 12.76% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 441,730 | 41,571 | 0.0% | 0.0% | 37 | +60,671 | 15.92% | Q4 2025 | Feb 11, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 419,665 | 39,494 | 0.05% | 0.05% | 38 | +16,747 | 4.16% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 378,901 | 35,658 | 0.01% | 0.01% | 39 | +36,397 | 10.63% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 343,812 | 32,356 | 0.03% | 0.03% | 40 | +25,452 | 7.99% | Q4 2025 | Feb 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | New | 328,653 | 30,929 | 1.11% | — | 41 | +328,653 | New | Q4 2025 | Feb 13, 2026 |
| Select Equity Group, L.P. | History | Reduced | 323,140 | 30,410 | 0.13% | 0.21% | 42 | -180,201 | -35.8% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 321,500 | 30,256 | 0.06% | 0.14% | 43 | -303,073 | -48.52% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 285,717 | 26,888 | 0.04% | 0.04% | 44 | +990 | 0.35% | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | New | 271,435 | 25,544 | 0.16% | — | 45 | +271,435 | New | Q4 2025 | Jan 27, 2026 |
| Retirement Systems of Alabama | History | Reduced | 264,552 | 24,896 | 0.08% | 0.09% | 46 | -1,734 | -0.65% | Q4 2025 | Jan 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 259,909 | 24,460 | 0.01% | 0.01% | 47 | -1,785 | -0.68% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 259,105 | 24,384 | 0.02% | 0.02% | 48 | -9,781 | -3.64% | Q4 2025 | Feb 13, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 246,300 | 23,179 | 4.3% | 4.6% | 49 | -600 | -0.24% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 241,165 | 22,925 | 0.01% | 0.01% | 50 | -27,923 | -10.38% | Q4 2025 | Feb 12, 2026 |
| Jain Global LLC | History | Added to | 239,507 | 22,540 | 0.11% | 0.06% | 51 | +114,354 | 91.37% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 233,703 | 21,993 | 0.01% | 0.01% | 52 | -1,927 | -0.82% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 223,800 | 21,061 | 0.03% | 0.04% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 216,925 | 20,414 | 0.11% | 0.13% | 54 | -33,158 | -13.26% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 216,137 | 20,340 | 0.01% | 0.01% | 55 | -8,572 | -3.81% | Q4 2025 | Feb 02, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 205,551 | 19,344 | 0.41% | 0.42% | 56 | +15,152 | 7.96% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 199,530 | 18,777 | 0.01% | 0.01% | 57 | +2,800 | 1.42% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 187,627 | 17,657 | 0.02% | 0.02% | 58 | -1,017 | -0.54% | Q4 2025 | Feb 06, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 187,000 | 17,598 | 3.12% | 2.13% | 59 | +44,500 | 31.23% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 175,358 | 16,502 | 0.02% | 0.0% | 60 | +159,556 | 1009.72% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 173,479 | 16,326 | 0.04% | 0.04% | 61 | +16,994 | 10.86% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 169,558 | 15,957 | 0.01% | 0.01% | 62 | -598 | -0.35% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 166,465 | 15,666 | 0.0% | 0.0% | 63 | -17,005 | -9.27% | Q4 2025 | Feb 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 163,352 | 15,373 | 0.29% | 0.29% | 64 | +15,672 | 10.61% | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 152,977 | 14,397 | 0.02% | 0.0% | 65 | +141,617 | 1246.63% | Q4 2025 | Jan 09, 2026 |
| Legal & General Group Plc | History | Reduced | 148,006 | 13,928 | 0.0% | 0.0% | 66 | -11,639 | -7.29% | Q4 2025 | Feb 09, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 147,878 | 13,916 | 0.01% | 0.02% | 67 | -17,043 | -10.33% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 128,589 | 12,101 | 0.0% | 0.0% | 68 | -4,589 | -3.45% | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 125,005 | 11,764 | 0.27% | — | 69 | +125,005 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 115,735 | 10,891 | 0.0% | 0.03% | 70 | -1,805,757 | -93.98% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 113,859 | 10,715 | 0.11% | 0.13% | 71 | -8,487 | -6.94% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 111,288 | 10,473 | 0.01% | 0.01% | 72 | +479 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Channing Capital Management, LLC | History | Reduced | 107,538 | 10,120 | 0.26% | 0.3% | 73 | -5,833 | -5.15% | Q4 2025 | Feb 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 107,184 | 10,087 | 0.41% | 0.43% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 103,591 | 9,748 | 0.0% | 0.0% | 75 | -20,582 | -16.58% | Q4 2025 | Feb 10, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 102,660 | 9,661 | 0.28% | 0.31% | 76 | -1,377 | -1.32% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 102,043 | 9,604 | 0.02% | 0.01% | 77 | +66,863 | 190.06% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 97,482 | 9,174 | 0.01% | 0.01% | 78 | -2,193 | -2.2% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 95,562 | 8,993 | 0.01% | 0.01% | 79 | -80 | -0.08% | Q4 2025 | Feb 17, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 93,115 | 8,763 | 0.15% | 0.15% | 80 | +2,085 | 2.29% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 92,447 | 8,701 | 0.0% | — | 81 | +92,447 | New | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 92,447 | 8,700 | 0.06% | 0.05% | 82 | +12,333 | 15.39% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 91,824 | 8,641 | 0.0% | 0.04% | 83 | -940,601 | -91.11% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 91,494 | 8,610 | 0.06% | — | 84 | +91,494 | New | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 90,144 | 8,483 | 0.01% | 0.01% | 85 | +104 | 0.12% | Q4 2025 | Feb 02, 2026 |
| North Reef Capital Management LP | History | New | 90,000 | 8,469 | 0.34% | — | 86 | +90,000 | New | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 88,696 | 8,347 | 0.03% | 0.03% | 87 | -18,103 | -16.95% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 87,068 | 8,193 | 0.0% | 0.0% | 88 | +3,096 | 3.69% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 86,656 | 8,155 | 0.0% | 0.0% | 89 | +7,286 | 9.18% | Q4 2025 | Feb 13, 2026 |
| Longaeva Partners L.P. | History | New | 86,192 | 8,111 | 0.68% | — | 90 | +86,192 | New | Q4 2025 | Feb 17, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 85,873 | 8,081 | 0.41% | 0.46% | 91 | -4,729 | -5.22% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 85,461 | 8,042 | 0.0% | 0.0% | 92 | -49,187 | -36.53% | Q4 2025 | Feb 18, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 84,777 | 8,024 | 0.24% | 0.16% | 93 | +59,277 | 232.46% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 80,664 | 7,592 | 0.0% | 0.0% | 94 | +4,233 | 5.54% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 80,000 | 7,528 | 0.08% | — | 95 | +80,000 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 78,452 | 7,383 | 0.01% | 0.01% | 96 | +5,088 | 6.94% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 77,913 | 7,332 | 0.01% | 1.06% | 97 | +75,589 | 3252.54% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 75,158 | 7,073 | 0.03% | 0.03% | 98 | -16,796 | -18.27% | Q4 2025 | Feb 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 73,363 | 6,904 | 0.0% | 0.01% | 99 | -87,067 | -54.27% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 70,458 | 6,630 | 0.05% | — | 100 | +70,458 | New | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 67,704 | 6,372 | 0.01% | 0.01% | 101 | -5,199 | -7.13% | Q4 2025 | Feb 10, 2026 |
| Vest Financial, LLC | History | Added to | 62,571 | 5,888 | 0.07% | 0.07% | 102 | +9,863 | 18.71% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,126 | 5,846 | 0.01% | 0.01% | 103 | +32,549 | 110.05% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 55,988 | 5,269 | 0.01% | 0.01% | 104 | -7,854 | -12.3% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 54,589 | 5,137 | 0.0% | 0.0% | 105 | -63,489 | -53.77% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | New | 52,481 | 4,938 | 0.01% | — | 106 | +52,481 | New | Q4 2025 | Feb 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 50,843 | 4,784 | 0.09% | 0.08% | 107 | +2,190 | 4.5% | Q4 2025 | Jan 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 50,814 | 4,782 | 0.0% | 0.0% | 108 | +806 | 1.61% | Q4 2025 | Feb 10, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | No change | 49,372 | 4,646 | 0.56% | 0.53% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | Reduced | 49,148 | 4,625 | 0.21% | 0.26% | 110 | -7,615 | -13.42% | Q4 2025 | Feb 11, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 48,583 | 4,572 | 0.13% | 0.21% | 111 | -23,408 | -32.52% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 48,449 | 4,559 | 0.07% | 0.07% | 113 | +1,480 | 3.15% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 48,450 | 4,559 | 0.03% | 0.03% | 112 | +1,226 | 2.6% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 48,311 | 4,546 | 0.04% | 0.05% | 114 | -180 | -0.37% | Q4 2025 | Feb 05, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 47,285 | 4,449 | 0.56% | 0.62% | 115 | -585 | -1.22% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 46,826 | 4,406 | 0.01% | 0.01% | 116 | -303 | -0.64% | Q4 2025 | Feb 12, 2026 |
| Atom Investors LP | History | Reduced | 46,199 | 4,347 | 0.35% | 0.35% | 117 | -434 | -0.93% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 46,167 | 4,344 | 0.01% | 0.01% | 118 | -943 | -2.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 44,886 | 4,224 | 0.0% | 0.0% | 119 | -8,646 | -16.15% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 44,776 | 4,214 | 0.03% | 0.03% | 120 | -1,384 | -3.0% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 44,574 | 4,192 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWINBEECH CAPITAL LP | History | New | 42,500 | 3,999 | 0.28% | — | 122 | +42,500 | New | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 38,728 | 3,963 | 0.01% | 0.01% | 123 | -1,658 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 42,025 | 3,955 | 0.01% | 0.01% | 124 | -3,063 | -6.79% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 41,878 | 3,941 | 0.03% | 0.04% | 125 | -2,502 | -5.64% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 41,358 | 3,892 | 0.1% | — | 126 | +41,358 | New | Q4 2025 | Feb 17, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 39,113 | 3,680 | 0.63% | 0.67% | 127 | +1,068 | 2.81% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 38,593 | 3,631 | 0.01% | 0.01% | 128 | +2,329 | 6.42% | Q4 2025 | Jan 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 37,707 | 3,548 | 0.12% | 0.13% | 129 | +1,393 | 3.84% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,192 | 3,514 | 0.0% | 0.01% | 130 | -47,854 | -56.94% | Q4 2025 | Jan 08, 2026 |
| Curi Capital, LLC | History | Reduced | 37,330 | 3,513 | 0.06% | 0.07% | 131 | -406 | -1.08% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 36,799 | 3,465 | 0.0% | 0.01% | 132 | -79,948 | -68.48% | Q4 2025 | Mar 20, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 36,214 | 3,408 | 1.36% | 1.47% | 133 | -141 | -0.39% | Q4 2025 | Jan 06, 2026 |
| COMERICA BANK | History | Reduced | 35,923 | 3,380 | 0.01% | 0.01% | 134 | -1,054 | -2.85% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 35,565 | 3,347 | 0.0% | 0.09% | 135 | -513,008 | -93.52% | Q4 2025 | Feb 17, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 35,367 | 3,328 | 0.77% | 0.78% | 136 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ruffer LLP | History | New | 32,661 | 3,078 | 0.14% | — | 137 | +32,661 | New | Q4 2025 | Jan 28, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 32,674 | 3,074 | 0.02% | — | 138 | +32,674 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,160 | 3,018 | 0.03% | 0.03% | 139 | -657 | -2.06% | Q4 2025 | Jan 21, 2026 |
| Man Group plc | History | Added to | 31,823 | 2,994 | 0.01% | 0.0% | 140 | +18,705 | 142.59% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,661 | 2,979 | 0.01% | 0.01% | 141 | -418 | -1.3% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 31,593 | 2,973 | 0.01% | 0.01% | 142 | +3,480 | 12.38% | Q4 2025 | Jan 27, 2026 |
| SALZHAUER MICHAEL | History | No change | 31,581 | 2,972 | 1.22% | 0.34% | 143 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BIP Wealth, LLC | History | Reduced | 30,612 | 2,880 | 0.1% | 0.15% | 144 | -9 | -0.03% | Q4 2025 | Jan 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,971 | 2,821 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 29,438 | 2,770 | 0.01% | 0.01% | 146 | +6,400 | 27.78% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 28,176 | 2,651 | 0.01% | 0.02% | 147 | -1,857 | -6.18% | Q4 2025 | Jan 28, 2026 |
| Independent Advisor Alliance | History | Reduced | 27,921 | 2,627 | 0.06% | 0.07% | 148 | -370 | -1.31% | Q4 2025 | Feb 04, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,800 | 2,616 | 0.04% | 0.05% | 149 | -400 | -1.42% | Q4 2025 | Jan 16, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 25,761 | 2,424 | 0.2% | 0.18% | 150 | -2,600 | -9.17% | Q4 2025 | Jan 29, 2026 |
| Magnetar Financial LLC | History | Added to | 25,579 | 2,407 | 0.02% | 0.0% | 151 | +18,302 | 251.5% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 25,153 | 2,367 | 0.01% | 0.01% | 152 | -824 | -3.17% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 25,039 | 2,356 | 0.01% | 0.01% | 153 | +1,838 | 7.92% | Q4 2025 | Jan 30, 2026 |
| Forest Hill Capital, LLC | History | No change | 25,000 | 2,352 | 1.2% | 1.45% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 24,348 | 2,291 | 0.0% | 0.0% | 155 | -72 | -0.29% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 23,800 | 2,239 | 0.01% | 0.01% | 156 | -300 | -1.24% | Q4 2025 | Jan 29, 2026 |
| Petiole USA ltd | History | No change | 23,625 | 2,223 | 1.44% | 1.61% | 157 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 22,892 | 2,154 | 0.02% | 0.02% | 158 | -1,302 | -5.38% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | New | 22,875 | 2,152 | 0.0% | — | 159 | +22,875 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 22,489 | 2,116 | 0.02% | 0.03% | 160 | -70 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 22,062 | 2,076 | 0.11% | 0.12% | 161 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 22,019 | 2,072 | 0.03% | 0.01% | 162 | +17,155 | 352.69% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 22,019 | 2,072 | 0.1% | 0.03% | 163 | +17,155 | 352.69% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 21,742 | 2,047 | 0.0% | 0.0% | 164 | -10,836 | -33.26% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 21,615 | 2,034 | 0.01% | 0.01% | 165 | +400 | 1.89% | Q4 2025 | Jan 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 21,163 | 1,991 | 0.0% | 0.0% | 166 | +4,677 | 28.37% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 20,344 | 1,915 | 0.0% | 0.0% | 167 | +4,917 | 31.87% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 20,284 | 1,908 | 0.01% | — | 168 | +20,284 | New | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 20,041 | 1,886 | 0.02% | 0.03% | 169 | -360 | -1.76% | Q4 2025 | Feb 04, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 20,000 | 1,882 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 19,800 | 1,863 | 0.43% | 0.3% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 19,693 | 1,853 | 0.05% | 0.06% | 172 | -167 | -0.84% | Q4 2025 | Feb 05, 2026 |
| PMC FIG Opportunities LLC | History | Reduced | 19,647 | 1,848 | 2.9% | 3.16% | 173 | -1,566 | -7.38% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 19,047 | 1,792 | 0.0% | 0.03% | 174 | -72,241 | -79.14% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 18,843 | 1,773 | 0.0% | 0.0% | 175 | +2,684 | 16.61% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 18,765 | 1,766 | 0.01% | 0.04% | 176 | -21,159 | -53.0% | Q4 2025 | Feb 17, 2026 |
| CONTINENTAL ADVISORS LLC | History | No change | 18,512 | 1,742 | 0.74% | 0.79% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 18,421 | 1,733 | 0.05% | 0.06% | 178 | -551 | -2.9% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 18,321 | 1,724 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,916 | 1,686 | 0.01% | 0.01% | 180 | -181 | -1.0% | Q4 2025 | Jan 28, 2026 |
| Anchor Investment Management, LLC | History | Added to | 17,838 | 1,678 | 0.14% | 0.15% | 181 | +37 | 0.21% | Q4 2025 | Feb 26, 2026 |
| Jefferies Financial Group Inc. | History | New | 17,525 | 1,649 | 0.01% | — | 182 | +17,525 | New | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 17,530 | 1,649 | 0.05% | 0.04% | 183 | -1,713 | -8.9% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 17,121 | 1,611 | 0.08% | 0.09% | 184 | +5,366 | 45.65% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,827 | 1,583 | 0.04% | 0.04% | 185 | +2,005 | 13.53% | Q4 2025 | Jan 29, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 16,527 | 1,555 | 0.04% | 0.04% | 187 | +111 | 0.68% | Q4 2025 | Feb 02, 2026 |
| GREENLEAF TRUST | History | Added to | 16,528 | 1,555 | 0.01% | 0.01% | 186 | +30 | 0.18% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 16,262 | 1,533 | 0.0% | 0.0% | 188 | -847 | -4.95% | Q4 2025 | Mar 09, 2026 |
| MAI Capital Management | History | Added to | 16,285 | 1,532 | 0.01% | 0.01% | 189 | +155 | 0.96% | Q4 2025 | Feb 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 16,149 | 1,519 | 0.18% | 0.39% | 190 | -16,149 | -50.0% | Q4 2025 | Jan 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 15,309 | 1,440 | 0.06% | 0.07% | 191 | -350 | -2.24% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 15,133 | 1,424 | 0.0% | 0.0% | 192 | -57 | -0.38% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 15,029 | 1,414 | 0.19% | 0.21% | 193 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 13,104 | 1,412 | 0.03% | 0.08% | 195 | -19,840 | -60.22% | Q4 2025 | Feb 09, 2026 |
| ALGERT GLOBAL LLC | History | No change | 15,000 | 1,412 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 15,000 | 1,411 | 0.01% | 0.01% | 196 | -2,400 | -13.79% | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 14,952 | 1,407 | 0.0% | 0.0% | 197 | -66,587 | -81.66% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 14,300 | 1,345 | 0.0% | 0.0% | 198 | +6,200 | 76.54% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,202 | 1,336 | 0.0% | 0.01% | 199 | -10,148 | -41.68% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,259 | 1,247 | 0.0% | 0.0% | 200 | -121,601 | -90.17% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,215 | 1,243 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 13,107 | 1,233 | 0.02% | 0.03% | 202 | +576 | 4.6% | Q4 2025 | Mar 12, 2026 |
| Ferguson Shapiro LLC | History | No change | 13,000 | 1,223 | 0.38% | 0.42% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 12,534 | 1,179 | 0.02% | 0.04% | 204 | -12,534 | -50.0% | Q4 2025 | Jan 20, 2026 |
| Trexquant Investment LP | History | New | 12,483 | 1,174 | 0.01% | — | 205 | +12,483 | New | Q4 2025 | Feb 17, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 12,400 | 1,166 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 12,237 | 1,151 | 0.01% | 0.01% | 207 | -5,649 | -31.58% | Q4 2025 | Feb 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 12,102 | 1,138 | 0.11% | — | 208 | +12,102 | New | Q4 2025 | Jan 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,918 | 1,121 | 0.0% | 0.0% | 209 | -5,465 | -31.44% | Q4 2025 | Feb 18, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 11,805 | 1,110 | 0.0% | 0.0% | 210 | -1,628 | -12.12% | Q4 2025 | Feb 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,743 | 1,105 | 0.0% | 0.0% | 211 | +2,063 | 21.31% | Q4 2025 | Feb 17, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 11,644 | 1,095 | 0.11% | 0.11% | 212 | -219 | -1.85% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,525 | 1,084 | 0.0% | 0.0% | 213 | -5,892 | -33.83% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 11,445 | 1,077 | 0.0% | 0.0% | 215 | -1,331 | -10.42% | Q4 2025 | Feb 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 11,447 | 1,077 | 0.03% | 0.03% | 214 | -900 | -7.29% | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,371 | 1,070 | 0.01% | 0.02% | 216 | +1,476 | 14.92% | Q4 2025 | Jan 29, 2026 |
| Investors Research Corp | History | Reduced | 11,347 | 1,067 | 0.2% | 0.22% | 217 | -737 | -6.1% | Q4 2025 | Jan 06, 2026 |
| Huber Capital Management LLC | History | No change | 11,293 | 1,062 | 0.16% | 0.18% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,539 | 992 | 0.0% | 0.0% | 219 | +36 | 0.34% | Q4 2025 | Feb 05, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,364 | 975 | 0.09% | 0.11% | 220 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 10,327 | 971 | 0.85% | 1.03% | 221 | +22 | 0.21% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,143 | 954 | 0.0% | 0.0% | 222 | -846 | -7.7% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,064 | 947 | 0.0% | 0.01% | 223 | -27,996 | -73.56% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 10,032 | 944 | 0.02% | — | 224 | +10,032 | New | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,027 | 943 | 0.01% | 0.01% | 225 | -860 | -7.9% | Q4 2025 | Jan 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,021 | 943 | 0.01% | 0.01% | 226 | -449 | -4.29% | Q4 2025 | Feb 13, 2026 |
| SFMG, LLC | History | Added to | 9,883 | 930 | 0.06% | 0.07% | 227 | +15 | 0.15% | Q4 2025 | Feb 10, 2026 |
| AXQ CAPITAL, LP | History | New | 9,836 | 925 | 0.21% | — | 228 | +9,836 | New | Q4 2025 | Feb 10, 2026 |
| Carlson Capital, L.P. | History | Added to | 9,700 | 912 | 0.32% | 0.3% | 229 | +1,600 | 19.75% | Q4 2025 | Feb 03, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 9,474 | 891 | 0.3% | 0.35% | 230 | -760 | -7.43% | Q4 2025 | Jan 05, 2026 |
| XPONANCE LLC | History | Reduced | 9,296 | 874 | 0.01% | 0.01% | 231 | -1,945 | -17.3% | Q4 2025 | Feb 12, 2026 |
| Lummis Asset Management, LP | History | Reduced | 9,015 | 848 | 0.52% | 0.61% | 232 | -313 | -3.36% | Q4 2025 | Feb 10, 2026 |
| First National Advisers, LLC | History | Added to | 8,999 | 846 | 0.12% | 0.09% | 233 | +2,226 | 32.87% | Q4 2025 | Feb 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 8,859 | 834 | 0.07% | — | 234 | +8,859 | New | Q4 2025 | Feb 06, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 8,857 | 833 | 0.01% | — | 235 | +8,857 | New | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 8,805 | 828 | 0.15% | 0.19% | 236 | -1,678 | -16.01% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,493 | 799 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sciencast Management LP | History | New | 8,325 | 783 | 0.11% | — | 238 | +8,325 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,122 | 764 | 0.0% | 0.0% | 239 | +832 | 11.41% | Q4 2025 | Feb 03, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,096 | 761 | 0.05% | 0.06% | 240 | -3,278 | -28.82% | Q4 2025 | Jan 29, 2026 |
| Angel Oak Capital Advisors, LLC | History | Added to | 8,000 | 752 | 1.09% | 0.4% | 241 | +2,800 | 53.85% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,936 | 746 | 0.02% | 0.04% | 242 | -7,936 | -50.0% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,713 | 725 | 0.0% | 0.0% | 243 | +1,157 | 17.65% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 7,522 | 707 | 0.01% | — | 244 | +7,522 | New | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,419 | 698 | 0.0% | 0.0% | 245 | -12,105 | -62.0% | Q4 2025 | Feb 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 7,317 | 688 | 0.03% | 0.02% | 246 | -200 | -2.66% | Q4 2025 | Feb 04, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 7,111 | 669 | 0.39% | 0.41% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 7,016 | 660 | 0.3% | 0.46% | 248 | +198 | 2.9% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 6,665 | 643 | 0.07% | 0.07% | 249 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 6,825 | 642 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 6,756 | 635 | 0.0% | 0.01% | 251 | -43,269 | -86.49% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 6,697 | 630 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 6,660 | 626 | 0.03% | 0.06% | 253 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,585 | 619 | 0.01% | 0.01% | 254 | -1,436 | -17.9% | Q4 2025 | Feb 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 6,579 | 619 | 0.01% | 0.01% | 255 | -273 | -3.98% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,539 | 615 | 0.02% | 0.02% | 256 | +663 | 11.28% | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 6,464 | 608 | 0.07% | 0.07% | 257 | +8 | 0.12% | Q4 2025 | Jan 20, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 6,326 | 595 | 0.05% | 0.06% | 258 | -245 | -3.73% | Q4 2025 | Feb 03, 2026 |
| CSS LLC/IL | History | New | 6,320 | 594 | 0.03% | — | 259 | +6,320 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,286 | 591 | 0.0% | 0.0% | 260 | -10,270 | -62.03% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,943 | 559 | 0.0% | 0.0% | 261 | +253 | 4.45% | Q4 2025 | Jan 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,891 | 554 | 0.01% | — | 262 | +5,891 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 5,852 | 550 | 0.04% | 0.04% | 263 | -62 | -1.05% | Q4 2025 | Jan 29, 2026 |
| ProVise Management Group, LLC | History | Added to | 5,854 | 550 | 0.04% | 0.04% | 264 | +5 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,827 | 548 | 0.0% | 0.0% | 265 | +2,444 | 72.24% | Q4 2025 | Jan 29, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,743 | 540 | 0.0% | — | 266 | +5,743 | New | Q4 2025 | Feb 10, 2026 |
| Cutler Capital Management, LLC | History | Added to | 5,723 | 538 | 0.16% | 0.18% | 267 | +35 | 0.62% | Q4 2025 | Feb 13, 2026 |
| Minerva Advisors LLC | History | No change | 5,661 | 532 | 0.36% | 0.36% | 268 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Trust Point Inc. | History | Added to | 5,632 | 530 | 0.04% | 0.04% | 269 | +330 | 6.22% | Q4 2025 | Jan 13, 2026 |
| CFO4Life Group, LLC | History | Added to | 5,506 | 518 | 0.07% | 0.08% | 270 | +21 | 0.38% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | Reduced | 5,488 | 516 | 0.04% | 0.05% | 271 | -1,011 | -15.56% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 5,432 | 511 | 0.03% | 0.04% | 272 | -567 | -9.45% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,368 | 505 | 0.0% | 0.0% | 273 | +65 | 1.23% | Q4 2025 | Feb 13, 2026 |
| Utah Retirement Systems | History | No change | 5,301 | 498 | 0.0% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | New | 5,234 | 492 | 0.08% | — | 275 | +5,234 | New | Q4 2025 | Feb 24, 2026 |
| Caprock Group, LLC | History | New | 5,086 | 478 | 0.01% | — | 276 | +5,086 | New | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,043 | 474 | 0.0% | 0.0% | 277 | -3,452 | -40.64% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,966 | 467 | 0.0% | 0.0% | 278 | +16 | 0.32% | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | New | 4,919 | 462 | 0.03% | — | 279 | +4,919 | New | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,906 | 461 | 0.0% | 0.01% | 280 | -4,798 | -49.44% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | New | 4,883 | 459 | 0.0% | — | 281 | +4,883 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,874 | 458 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Added to | 4,853 | 456 | 0.0% | 0.0% | 283 | +4,149 | 589.35% | Q4 2025 | Feb 12, 2026 |
| Alyeska Investment Group, L.P. | History | New | 4,808 | 452 | 0.0% | — | 284 | +4,808 | New | Q4 2025 | Feb 13, 2026 |
| First City Capital Management, Inc. | History | Reduced | 4,801 | 451 | 0.24% | 0.51% | 285 | -4,801 | -50.0% | Q4 2025 | Jan 14, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 4,757 | 447 | 0.1% | — | 287 | +4,757 | New | Q4 2025 | Feb 18, 2026 |
| Qsemble Capital Management, LP | History | New | 4,755 | 447 | 0.04% | — | 286 | +4,755 | New | Q4 2025 | Feb 05, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,716 | 443 | 0.0% | — | 288 | +4,716 | New | Q4 2025 | Feb 04, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 4,706 | 442 | 0.11% | 0.26% | 289 | -5,560 | -54.16% | Q4 2025 | Jan 06, 2026 |
| Cornerstone Management, Inc. | History | No change | 4,704 | 442 | 0.07% | 0.08% | 290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Black Diamond Financial, LLC | History | No change | 4,704 | 442 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,664 | 438 | 0.01% | 0.02% | 292 | +314 | 7.22% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,654 | 437 | 0.0% | 0.0% | 293 | -191 | -3.94% | Q4 2025 | Feb 18, 2026 |
| Savant Capital, LLC | History | Added to | 4,631 | 435 | 0.0% | 0.0% | 294 | +196 | 4.42% | Q4 2025 | Feb 10, 2026 |
| Richard Young Associates, Ltd. | History | New | 4,604 | 433 | 0.34% | — | 295 | +4,604 | New | Q4 2025 | Feb 05, 2026 |
| F/m Investments LLC | History | No change | 4,596 | 432 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 4,489 | 422 | 0.21% | — | 297 | +4,489 | New | Q4 2025 | Feb 23, 2026 |
| Meeder Advisory Services, Inc. | History | New | 4,433 | 417 | 0.02% | — | 299 | +4,433 | New | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,436 | 417 | 0.0% | 0.0% | 298 | -200 | -4.31% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,401 | 414 | 0.01% | 0.01% | 300 | -1,090 | -19.85% | Q4 2025 | Jan 27, 2026 |
| Forum Financial Management, LP | History | No change | 4,279 | 402 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MidFirst Bank | History | New | 4,226 | 397 | 0.03% | — | 302 | +4,226 | New | Q4 2025 | Feb 25, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,172 | 392 | 0.0% | 0.01% | 303 | -383 | -8.41% | Q4 2025 | Feb 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 4,097 | 385 | 0.23% | — | 304 | +4,097 | New | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,059 | 382 | 0.0% | 0.0% | 305 | -780 | -16.12% | Q4 2025 | Jan 05, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,029 | 379 | 0.0% | 0.0% | 306 | -276 | -6.41% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,920 | 368 | 0.09% | — | 307 | +3,919 | 391900.0% | Q4 2025 | Mar 03, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 3,878 | 364 | 0.08% | 0.09% | 309 | -1,975 | -33.74% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,872 | 364 | 0.01% | 0.01% | 310 | -109 | -2.74% | Q4 2025 | Feb 17, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 3,869 | 364 | 0.07% | 0.06% | 308 | -1 | -0.03% | Q4 2025 | Mar 03, 2026 |
| M&T BANK CORP | History | Added to | 3,829 | 360 | 0.0% | 0.0% | 311 | +1,154 | 43.14% | Q4 2025 | Jan 30, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 3,831 | 360 | 0.01% | 0.01% | 312 | +960 | 33.44% | Q4 2025 | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 3,655 | 343 | 0.0% | 0.0% | 313 | +1,068 | 41.28% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | New | 3,636 | 342 | 0.0% | — | 314 | +3,636 | New | Q4 2025 | Feb 05, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 3,600 | 338 | 0.07% | 0.14% | 315 | -3,600 | -50.0% | Q4 2025 | Jan 21, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 3,591 | 337 | 0.14% | 0.31% | 316 | -3,513 | -49.45% | Q4 2025 | Feb 05, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 3,575 | 336 | 0.11% | 0.12% | 317 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| North Dakota State Investment Board | History | New | 3,545 | 333 | 0.01% | — | 318 | +3,545 | New | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,308 | 331 | 0.01% | 0.02% | 319 | -3,786 | -53.37% | Q4 2025 | Jan 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,499 | 329 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 3,482 | 327 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,424 | 322 | 0.0% | 0.0% | 322 | -136 | -3.82% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 3,398 | 319 | 0.02% | 0.02% | 323 | +22 | 0.65% | Q4 2025 | Feb 13, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 3,340 | 314 | 0.01% | 0.01% | 324 | -1,105 | -24.86% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 3,472 | 311 | 0.03% | — | 326 | +3,472 | New | Q4 2025 | Mar 24, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,310 | 311 | 0.01% | 0.01% | 325 | -34 | -1.02% | Q4 2025 | Feb 06, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 3,295 | 310 | 0.06% | 0.06% | 327 | -565 | -14.64% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Reduced | 3,213 | 305 | 0.0% | 0.0% | 328 | -386 | -10.73% | Q4 2025 | Jan 23, 2026 |
| Segment Wealth Management, LLC | History | Added to | 3,229 | 303 | 0.02% | 0.02% | 329 | +22 | 0.69% | Q4 2025 | Jan 29, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,193 | 300 | 0.0% | 0.0% | 330 | -132 | -3.97% | Q4 2025 | Feb 03, 2026 |
| DAVENPORT & Co LLC | History | New | 3,159 | 297 | 0.0% | — | 331 | +3,159 | New | Q4 2025 | Jan 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 3,146 | 296 | 0.01% | 0.01% | 334 | -35 | -1.1% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,152 | 296 | 0.0% | 0.0% | 332 | -7 | -0.22% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 3,151 | 296 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 3,146 | 296 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 3,137 | 295 | 0.0% | 0.0% | 336 | -1,000 | -24.17% | Q4 2025 | Feb 09, 2026 |
| Peak Asset Management, LLC | History | Reduced | 3,127 | 294 | 0.05% | 0.07% | 337 | -650 | -17.21% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 3,032 | 285 | 0.01% | — | 338 | +3,032 | New | Q4 2025 | Feb 09, 2026 |
| Callahan Advisors, LLC | History | No change | 3,000 | 282 | 0.02% | 0.03% | 339 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Weil Company, Inc. | History | No change | 2,970 | 279 | 0.06% | 0.07% | 340 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,955 | 278 | 0.0% | 0.0% | 341 | +251 | 9.28% | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | New | 2,879 | 270 | 0.07% | — | 342 | +2,879 | New | Q4 2025 | Feb 11, 2026 |
| Wedmont Private Capital | History | Reduced | 2,799 | 270 | 0.01% | 0.02% | 343 | -2,699 | -49.09% | Q4 2025 | Jan 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,842 | 267 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 2,795 | 263 | 0.0% | — | 345 | +2,795 | New | Q4 2025 | Feb 10, 2026 |
| HANOVER ADVISORS INC | History | No change | 2,780 | 261 | 0.1% | 0.11% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 2,762 | 259 | 0.11% | 0.24% | 347 | -2,762 | -50.0% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 2,733 | 257 | 0.0% | 0.0% | 348 | +169 | 6.59% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 2,721 | 256 | 0.02% | — | 349 | +2,721 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 2,700 | 254 | 0.01% | 0.01% | 350 | +15 | 0.56% | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | New | 2,661 | 250 | 0.06% | — | 351 | +2,661 | New | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 2,632 | 247 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 2,600 | 244 | 0.0% | — | 353 | +2,600 | New | Q4 2025 | Jan 20, 2026 |
| INTRUST BANK NA | History | New | 2,584 | 243 | 0.02% | — | 354 | +2,584 | New | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,581 | 242 | 0.0% | 0.0% | 355 | +75 | 2.99% | Q4 2025 | Feb 13, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 2,544 | 239 | 0.02% | 0.02% | 356 | +139 | 5.78% | Q4 2025 | Feb 06, 2026 |
| Sivia Capital Partners, LLC | History | New | 2,512 | 236 | 0.05% | — | 357 | +2,512 | New | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | New | 2,503 | 235 | 0.01% | — | 358 | +2,503 | New | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,479 | 233 | 0.0% | 0.0% | 359 | -667 | -21.2% | Q4 2025 | Feb 18, 2026 |
| Mill Capital Management, LLC | History | No change | 2,439 | 229 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 2,422 | 227 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,411 | 226 | 0.0% | 0.0% | 362 | -813 | -25.22% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,409 | 226 | 0.01% | 0.01% | 363 | -201 | -7.7% | Q4 2025 | Feb 19, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 2,370 | 223 | 0.01% | 0.01% | 364 | +15 | 0.64% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 2,369 | 222 | 0.0% | 0.0% | 365 | -822 | -25.76% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,360 | 222 | 0.0% | 0.0% | 366 | +131 | 5.88% | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,336 | 219 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 2,322 | 218 | 0.01% | — | 368 | +2,322 | New | Q4 2025 | Jan 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,311 | 217 | 0.01% | 0.01% | 369 | -169 | -6.81% | Q4 2025 | Feb 17, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 2,307 | 217 | 0.01% | 0.01% | 370 | -54 | -2.29% | Q4 2025 | Feb 06, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 2,286 | 215 | 0.03% | 0.06% | 371 | -2,286 | -50.0% | Q4 2025 | Jan 16, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 2,274 | 214 | 0.1% | 0.13% | 372 | -369 | -13.96% | Q4 2025 | Feb 10, 2026 |
| Ceeto Capital Group, LLC | History | No change | 2,258 | 213 | 0.06% | 0.06% | 373 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,228 | 209 | 0.0% | 0.01% | 374 | -866 | -27.99% | Q4 2025 | Jan 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 2,174 | 204 | 0.02% | 0.03% | 375 | -144 | -6.21% | Q4 2025 | Jan 14, 2026 |
| Hamilton Wealth, LLC | History | No change | 2,178 | 204 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 2,165 | 203 | 0.0% | 0.01% | 377 | -2,619 | -54.74% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,166 | 203 | 0.0% | 0.01% | 378 | -349 | -13.88% | Q4 2025 | Feb 17, 2026 |
| Sagewood Asset Management LP | History | New | 2,156 | 202 | 0.07% | — | 380 | +2,156 | New | Q4 2025 | Feb 17, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 2,157 | 202 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Impact Partnership Wealth, LLC | History | New | 2,130 | 200 | 0.03% | — | 381 | +2,130 | New | Q4 2025 | Feb 10, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,122 | 199 | 0.01% | 0.0% | 382 | +1,744 | 461.38% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,965 | 184 | 0.01% | 0.01% | 383 | -67 | -3.3% | Q4 2025 | Jan 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,727 | 162 | 0.0% | 0.0% | 384 | -3 | -0.17% | Q4 2025 | Jan 15, 2026 |
| Daytona Street Capital LLC | History | New | 11,200 | 161 | 0.13% | — | 385 | +11,200 | New | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | New | 1,649 | 155 | 0.0% | — | 386 | +1,649 | New | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 1,512 | 142 | 0.02% | — | 387 | +1,512 | New | Q4 2025 | Jan 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,500 | 141 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,452 | 136 | 0.0% | 0.0% | 389 | -280 | -16.17% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,372 | 129 | 0.0% | 0.0% | 390 | -170 | -11.02% | Q4 2025 | Jan 30, 2026 |
| Havemeyer Place LP | History | New | 1,232 | 115 | 0.02% | — | 391 | +1,232 | New | Q4 2025 | Feb 11, 2026 |
| Corsicana & Co. | History | New | 1,200 | 112 | 0.06% | — | 393 | +1,200 | New | Q4 2025 | Jan 07, 2026 |
| TCTC Holdings, LLC | History | No change | 1,200 | 112 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 1,096 | 103 | 0.01% | 0.01% | 394 | +526 | 92.28% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,085 | 102 | 0.0% | 0.0% | 395 | +27 | 2.55% | Q4 2025 | Feb 02, 2026 |
| BFSG, LLC | History | No change | 1,030 | 96 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,012 | 95 | 0.0% | 0.01% | 397 | -1,616 | -61.49% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 982 | 92 | 0.0% | 0.0% | 398 | -120 | -10.89% | Q4 2025 | Jan 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 944 | 83 | 0.0% | — | 399 | +944 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 892 | 83 | 0.0% | 0.0% | 400 | -856 | -48.97% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 886 | 83 | 0.04% | 0.03% | 401 | +396 | 80.82% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 854 | 80 | 0.0% | 0.0% | 402 | -23 | -2.62% | Q4 2025 | Feb 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 843 | 79 | 0.0% | — | 403 | +843 | New | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | Added to | 813 | 76 | 0.0% | 0.0% | 404 | +177 | 27.83% | Q4 2025 | Jan 27, 2026 |
| Collier Financial | History | Added to | 756 | 71 | 0.05% | 0.06% | 405 | +4 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Torren Management, LLC | History | New | 730 | 68 | 0.03% | — | 406 | +730 | New | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 720 | 67 | 0.0% | — | 407 | +720 | New | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 648 | 61 | 0.0% | 0.0% | 409 | -37 | -5.4% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 650 | 61 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Caldwell Trust Co | History | No change | 621 | 58 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DANSKE BANK A/S | History | No change | 600 | 56 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 580 | 54 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 527 | 49 | 0.01% | — | 413 | +527 | New | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 513 | 48 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 510 | 47 | 0.0% | 0.0% | 416 | -26 | -4.85% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 503 | 47 | 0.0% | 0.0% | 415 | +1 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 480 | 47 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TFC Financial Management, Inc. | History | No change | 499 | 46 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 487 | 45 | 0.0% | 0.02% | 419 | -2,308 | -82.58% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 428 | 40 | 0.01% | 0.01% | 420 | -1 | -0.23% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 372 | 35 | 0.0% | 0.0% | 421 | -23 | -5.82% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 367 | 34 | 0.0% | 0.0% | 422 | +10 | 2.8% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 353 | 33 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | New | 279 | 26 | 0.0% | — | 424 | +279 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 285 | 26 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cresta Advisors, Ltd. | History | New | 255 | 23 | 0.01% | — | 426 | +255 | New | Q4 2025 | Feb 03, 2026 |
| V-Square Quantitative Management LLC | History | New | 238 | 22 | 0.0% | — | 427 | +238 | New | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 210 | 19 | 0.0% | 0.0% | 428 | +30 | 16.67% | Q4 2025 | Feb 10, 2026 |
| MTM Investment Management, LLC | History | New | 197 | 18 | 0.01% | — | 429 | +197 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 199 | 18 | 0.0% | 0.0% | 431 | +59 | 42.14% | Q4 2025 | Jan 23, 2026 |
| Quent Capital, LLC | History | Added to | 198 | 18 | 0.0% | 0.0% | 430 | +8 | 4.21% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | Reduced | 182 | 17 | 0.0% | 0.02% | 432 | -14,685 | -98.78% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 184 | 17 | 0.0% | 0.01% | 433 | -194 | -51.32% | Q4 2025 | Jan 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 164 | 15 | 0.0% | 0.0% | 434 | -164 | -50.0% | Q4 2025 | Jan 21, 2026 |
| City State Bank | History | No change | 150 | 14 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 148 | 13 | 0.0% | 0.0% | 436 | -16 | -9.76% | Q4 2025 | Feb 11, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 141 | 13 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Added to | 129 | 12 | 0.0% | 0.0% | 438 | +13 | 11.21% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 135 | 12 | 0.0% | 0.0% | 439 | -5 | -3.57% | Q4 2025 | Jan 15, 2026 |
| GODSEY & GIBB, INC | History | No change | 120 | 11 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIXIS | History | Reduced | 114 | 10 | 0.0% | 0.0% | 441 | -6,706 | -98.33% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 87 | 8 | 0.0% | 0.0% | 442 | +4 | 4.82% | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 87 | 8 | 0.0% | 0.0% | 443 | +1 | 1.16% | Q4 2025 | Jan 20, 2026 |
| Red Tortoise LLC | History | No change | 93 | 8 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 81 | 7 | 0.0% | — | 446 | +81 | New | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | New | 75 | 7 | 0.0% | — | 445 | +75 | New | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 64 | 6 | 0.0% | — | 447 | +64 | New | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 57 | 5 | 0.0% | — | 449 | +57 | New | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | No change | 58 | 5 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 47 | 4 | 0.0% | — | 453 | +47 | New | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 52 | 4 | 0.0% | 0.0% | 451 | +27 | 108.0% | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | No change | 44 | 4 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 44 | 4 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Quarry LP | History | New | 36 | 3 | 0.0% | — | 454 | +36 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 30 | 2 | 0.0% | — | 457 | +30 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 24 | 2 | 0.0% | — | 456 | +24 | New | Q4 2025 | Feb 03, 2026 |
| Imprint Wealth LLC | History | No change | 30 | 2 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | New | 19 | 1 | 0.0% | — | 459 | +19 | New | Q4 2025 | Jan 16, 2026 |
| WPG Advisers, LLC | History | New | 14 | 1 | 0.0% | — | 465 | +14 | New | Q4 2025 | Jan 28, 2026 |
| Cromwell Holdings LLC | History | Added to | 16 | 1 | 0.0% | — | 461 | +8 | 100.0% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 464 | -5 | -27.78% | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Westfuller Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PROSPECTOR PARTNERS LLC | History | Closed out | 0 | 0 | — | 2.56% | — | -216,967 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -60,477 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -21,476 | -100.0% | Q3 2025 | Nov 06, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.43% | — | -21,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.12% | — | -19,777 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Oliver Luxxe Assets LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -18,601 | -100.0% | Q3 2025 | Oct 24, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,410 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,171 | -100.0% | Q3 2025 | Oct 07, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -16,755 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,294 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,460 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Closed out | 0 | 0 | — | 0.04% | — | -7,930 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,017 | -100.0% | Q3 2025 | Nov 07, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.11% | — | -5,717 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,142 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,555 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,370 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caerus Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,170 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,898 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,736 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DMC Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,421 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,295 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,153 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,135 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,095 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Machina Capital S.A.S. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,965 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,960 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -2,877 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,749 | -100.0% | Q3 2025 | Nov 06, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,605 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -1,568 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,224 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -730 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -720 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -579 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -364 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -351 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -332 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ORG Partners LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -140 | -96.55% | Q4 2025 | Jan 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -6 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Principia Wealth Advisory, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 10, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |