STEWART INFORMATION SERVICES CORP - STC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 4,777,075 | 335,637 | 0.01% | 0.01% | 1 | +41,326 | 0.87% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,715,301 | 190,777 | 0.01% | 0.01% | 2 | +278,907 | 11.45% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,151,720 | 151,179 | 0.11% | 0.1% | 3 | +375,964 | 21.17% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,044,758 | 143,664 | 0.0% | 0.0% | 4 | +90,233 | 4.62% | Q4 2025 | Jan 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,626,345 | 113,827 | 0.18% | 0.2% | 5 | -61,966 | -3.67% | Q4 2025 | Jan 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,540,353 | 108,225 | 0.02% | 0.02% | 6 | -893 | -0.06% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,233,948 | 86,697 | 0.0% | 0.0% | 7 | -18,295 | -1.46% | Q4 2025 | Feb 13, 2026 |
| Capital International Investors | History | Added to | 842,077 | 59,164 | 0.01% | 0.01% | 8 | +77,618 | 10.15% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 738,019 | 51,853 | 0.03% | 0.04% | 9 | -268,806 | -26.7% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 701,148 | 49,262 | 0.02% | 0.01% | 10 | +302,623 | 75.94% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 663,625 | 46,634 | 0.0% | 0.0% | 11 | +2,234 | 0.34% | Q4 2025 | Feb 09, 2026 |
| COOKE & BIELER LP | History | Added to | 563,003 | 39,556 | 0.41% | 0.42% | 12 | +11,484 | 2.08% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 499,278 | 35,079 | 0.01% | 0.01% | 13 | -10,834 | -2.12% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 475,625 | 33,417 | 0.0% | 0.01% | 14 | -131,549 | -21.67% | Q4 2025 | Mar 25, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 446,884 | 31,398 | 0.05% | — | 15 | +446,884 | New | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 365,560 | 25,687 | 0.14% | 0.16% | 16 | -41,661 | -10.23% | Q4 2025 | Jan 12, 2026 |
| Zimmer Partners, LP | History | New | 354,407 | 24,900 | 0.66% | — | 17 | +354,407 | New | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 354,071 | 24,877 | 0.01% | 0.01% | 18 | -6,513 | -1.81% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | Added to | 350,108 | 24,598 | 0.0% | 0.0% | 19 | +60,405 | 20.85% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 323,344 | 22,718 | 0.0% | 0.0% | 20 | +267,380 | 477.77% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 323,020 | 22,695 | 0.0% | 0.0% | 21 | +4,269 | 1.34% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | New | 300,000 | 21,078 | 0.06% | — | 22 | +300,000 | New | Q4 2025 | Feb 13, 2026 |
| Ghisallo Capital Management LLC | History | New | 280,000 | 19,672 | 0.88% | — | 23 | +280,000 | New | Q4 2025 | Feb 17, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 264,702 | 18,597 | 1.83% | 1.89% | 24 | -19,730 | -6.94% | Q4 2025 | Jan 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 257,636 | 18,101 | 0.0% | 0.0% | 25 | -17,416 | -6.33% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 212,946 | 14,961 | 0.03% | 0.05% | 26 | -170,526 | -44.47% | Q4 2025 | Mar 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 212,582 | 14,935 | 0.0% | 0.0% | 27 | -22,033 | -9.39% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 194,701 | 13,679 | 0.0% | 0.0% | 28 | -20,371 | -9.47% | Q4 2025 | Feb 19, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 185,351 | 13,022 | 0.0% | 0.0% | 29 | +22,337 | 13.7% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 159,337 | 11,195 | 0.0% | 0.0% | 30 | +15,583 | 10.84% | Q4 2025 | Feb 12, 2026 |
| RBF Capital, LLC | History | No change | 145,540 | 10,225 | 0.45% | 0.48% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 133,707 | 9,394 | 0.03% | 0.03% | 32 | +160 | 0.12% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 133,553 | 9,383 | 0.0% | 0.0% | 33 | -1,627 | -1.2% | Q4 2025 | Feb 02, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 125,000 | 8,782 | 0.47% | 0.48% | 34 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 121,779 | 8,556 | 0.02% | 0.02% | 35 | +6,762 | 5.88% | Q4 2025 | Feb 04, 2026 |
| Portolan Capital Management, LLC | History | Added to | 117,708 | 8,270 | 0.44% | 0.4% | 36 | +15,926 | 15.65% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 113,092 | 7,945 | 0.0% | 0.0% | 37 | +68,157 | 151.68% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 111,405 | 7,828 | 0.0% | 0.0% | 38 | +78,641 | 240.02% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 110,303 | 7,749 | 0.0% | 0.0% | 39 | -3,469 | -3.05% | Q4 2025 | Feb 10, 2026 |
| Boston Partners | History | Added to | 109,601 | 7,700 | 0.01% | 0.01% | 40 | +11,090 | 11.26% | Q4 2025 | Feb 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 109,449 | 7,689 | 0.5% | 0.52% | 41 | -4,522 | -3.97% | Q4 2025 | Feb 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 101,290 | 7,117 | 0.01% | — | 42 | +101,290 | New | Q4 2025 | Feb 09, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 96,980 | 6,813 | 0.02% | 0.03% | 43 | -12,219 | -11.19% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 93,087 | 6,540 | 0.01% | 0.01% | 44 | -27,113 | -22.56% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 90,075 | 6,328 | 0.01% | 0.0% | 45 | +36,673 | 68.67% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 88,873 | 6,244 | 0.0% | 0.0% | 46 | +30,369 | 51.91% | Q4 2025 | Feb 13, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | New | 88,625 | 6,226 | 1.38% | — | 47 | +88,625 | New | Q4 2025 | Jan 23, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 86,746 | 6,094 | 0.02% | — | 48 | +86,746 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,450 | 5,511 | 0.0% | 0.0% | 49 | -4,143 | -5.02% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 77,655 | 5,456 | 0.0% | 0.0% | 50 | +3,367 | 4.53% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 77,125 | 5,418 | 0.0% | 0.0% | 51 | +48,482 | 169.26% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 76,996 | 5,409 | 0.01% | 0.01% | 52 | -41,172 | -34.84% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 75,933 | 5,335 | 0.0% | 0.0% | 53 | +834 | 1.11% | Q4 2025 | Feb 09, 2026 |
| Burkehill Global Management, LP | History | New | 75,000 | 5,269 | 0.35% | — | 54 | +75,000 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 73,329 | 5,152 | 0.02% | 0.01% | 55 | +34,497 | 88.84% | Q4 2025 | Jan 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 65,332 | 4,590 | 0.0% | 0.0% | 56 | -2,578 | -3.8% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 63,235 | 4,443 | 0.0% | 0.0% | 57 | +7,158 | 12.76% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 63,234 | 4,442 | 0.0% | 0.0% | 58 | +2,049 | 3.35% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 55,300 | 3,885 | 0.0% | 0.0% | 59 | +1,100 | 2.03% | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Added to | 52,689 | 3,701 | 0.03% | 0.0% | 60 | +48,650 | 1204.51% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 52,473 | 3,686 | 0.0% | — | 61 | +52,473 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 50,822 | 3,570 | 0.0% | 0.0% | 62 | +4,604 | 9.96% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 40,917 | 2,874 | 0.0% | 0.0% | 63 | -26,789 | -39.57% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,989 | 2,669 | 0.01% | 0.01% | 64 | -1,786 | -4.49% | Q4 2025 | Jan 30, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 37,433 | 2,630 | 0.21% | 0.18% | 65 | +5,940 | 18.86% | Q4 2025 | Feb 09, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 35,068 | 2,463 | 0.04% | 0.05% | 66 | -9,063 | -20.54% | Q4 2025 | Jan 05, 2026 |
| 1492 Capital Management LLC | History | Added to | 34,682 | 2,436 | 0.93% | 0.99% | 67 | +1,157 | 3.45% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 32,510 | 2,284 | 0.0% | 0.0% | 68 | +3,806 | 13.26% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 31,994 | 2,247 | 0.02% | 0.02% | 69 | +2,392 | 8.08% | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 31,921 | 2,242 | 0.0% | 0.0% | 70 | +1,443 | 4.73% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 31,081 | 2,183 | 0.0% | 0.0% | 71 | -1,959 | -5.93% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 29,197 | 2,051 | 0.0% | 0.0% | 72 | -491 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 27,906 | 1,960 | 0.0% | — | 73 | +27,906 | New | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 27,378 | 1,924 | 0.0% | 0.0% | 74 | +1,337 | 5.13% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,350 | 1,851 | 0.0% | 0.0% | 75 | -792 | -2.92% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 26,091 | 1,833 | 0.0% | 0.0% | 76 | -1,781 | -6.39% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 25,724 | 1,807 | 0.06% | 0.03% | 77 | +14,509 | 129.37% | Q4 2025 | Feb 17, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 25,000 | 1,756 | 0.13% | — | 78 | +25,000 | New | Q4 2025 | Feb 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 24,038 | 1,688 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,014 | 1,616 | 0.0% | 0.0% | 80 | +1,386 | 6.41% | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 22,000 | 1,545 | 0.01% | — | 81 | +22,000 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,674 | 1,522 | 0.0% | 0.0% | 82 | -22,489 | -50.92% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | New | 19,596 | 1,376 | 0.0% | — | 83 | +19,596 | New | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,257 | 1,353 | 0.0% | 0.0% | 84 | -942 | -4.66% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,389 | 1,292 | 0.0% | 0.0% | 85 | +3,937 | 27.24% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 17,481 | 1,228 | 0.0% | 0.0% | 86 | -518 | -2.88% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,904 | 1,117 | 0.01% | 0.04% | 87 | -41,294 | -72.19% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 15,808 | 1,110 | 0.01% | 0.01% | 88 | +1,161 | 7.93% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 15,513 | 1,089 | 0.0% | 0.0% | 89 | +2,092 | 15.59% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 15,479 | 1,087 | 0.01% | 0.01% | 90 | +234 | 1.53% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 15,353 | 1,078 | 0.0% | — | 91 | +15,353 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,218 | 1,069 | 0.01% | 0.01% | 92 | -1,117 | -6.84% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 15,062 | 1,058 | 0.0% | — | 93 | +15,062 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 14,715 | 1,033 | 0.0% | 0.0% | 94 | -4,233 | -22.34% | Q4 2025 | Jan 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 14,357 | 1,008 | 0.05% | 0.06% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,240 | 1,001 | 0.0% | 0.0% | 96 | +4,649 | 48.47% | Q4 2025 | Jan 09, 2026 |
| Unison Advisors LLC | History | Added to | 12,935 | 908 | 0.08% | 0.09% | 97 | +94 | 0.73% | Q4 2025 | Jan 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,933 | 908 | 0.0% | 0.0% | 98 | +12 | 0.09% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,894 | 905 | 0.0% | — | 99 | +12,894 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,800 | 899 | 0.02% | 0.02% | 100 | -100 | -0.78% | Q4 2025 | Jan 16, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 12,057 | 847 | 0.0% | 0.0% | 101 | -1,864 | -13.39% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,765 | 825 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 10,528 | 739 | 0.0% | 0.0% | 103 | +2,283 | 27.69% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 9,824 | 690 | 0.0% | — | 104 | +9,824 | New | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,700 | 681 | 0.0% | — | 105 | +9,700 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,526 | 669 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 9,182 | 645 | 0.02% | — | 107 | +9,182 | New | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 8,571 | 602 | 0.02% | 0.04% | 108 | -188 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 8,560 | 601 | 0.02% | 0.0% | 109 | +7,990 | 1401.75% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 8,445 | 593 | 0.0% | 0.0% | 110 | -1,477 | -14.89% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 8,420 | 591 | 0.0% | 0.0% | 111 | -1,867 | -18.15% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,130 | 571 | 0.0% | 0.0% | 112 | -54 | -0.66% | Q4 2025 | Feb 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,100 | 569 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 7,877 | 553 | 0.0% | 0.0% | 114 | -384 | -4.65% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 7,697 | 540 | 0.0% | 0.0% | 115 | +8 | 0.1% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Added to | 7,613 | 534 | 0.21% | 0.19% | 116 | +1,002 | 15.16% | Q4 2025 | Feb 12, 2026 |
| Versor Investments LP | History | Added to | 7,572 | 532 | 0.08% | 0.06% | 117 | +3,300 | 77.25% | Q4 2025 | Feb 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,562 | 531 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 7,469 | 524 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 6,995 | 492 | 0.0% | 0.0% | 120 | -888 | -11.26% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,530 | 489 | 0.01% | 0.01% | 121 | -1,083 | -12.57% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,964 | 487 | 0.0% | 0.0% | 122 | +1,766 | 33.97% | Q4 2025 | Mar 20, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,938 | 487 | 0.0% | 0.0% | 123 | -193 | -2.71% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | New | 6,900 | 484 | 0.01% | — | 124 | +6,900 | New | Q4 2025 | Feb 17, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | New | 6,742 | 473 | 0.23% | — | 125 | +6,742 | New | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 6,561 | 460 | 0.18% | — | 126 | +6,561 | New | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 6,500 | 456 | 0.0% | 0.0% | 127 | -1,529 | -19.04% | Q4 2025 | Jan 16, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,397 | 449 | 0.01% | 0.01% | 128 | +100 | 1.59% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 6,304 | 442 | 0.0% | 0.0% | 129 | +406 | 6.88% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 6,259 | 439 | 0.0% | 0.0% | 130 | +1,283 | 25.78% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,000 | 421 | 0.0% | 0.0% | 131 | +300 | 5.26% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,966 | 419 | 0.0% | 0.0% | 132 | -626 | -9.5% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 6,201 | 418 | 0.0% | 0.0% | 133 | -490 | -7.32% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 5,592 | 392 | 0.0% | 0.0% | 134 | +336 | 6.39% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,572 | 391 | 0.0% | 0.0% | 135 | -4,522 | -44.8% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Added to | 5,407 | 379 | 0.0% | 0.0% | 136 | +164 | 3.13% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,067 | 356 | 0.0% | 0.0% | 137 | -47 | -0.92% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 4,870 | 342 | 0.02% | 0.01% | 138 | +1,959 | 67.3% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,735 | 332 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,298 | 302 | 0.0% | 0.0% | 140 | -120 | -2.72% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,121 | 289 | 0.01% | 0.01% | 141 | -4,613 | -52.82% | Q4 2025 | Feb 18, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,091 | 287 | 0.01% | 0.01% | 142 | +66 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,999 | 280 | 0.0% | — | 143 | +3,999 | New | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,959 | 278 | 0.0% | 0.0% | 144 | +351 | 9.73% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,791 | 266 | 0.0% | 0.0% | 145 | -920 | -19.53% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,793 | 266 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,672 | 258 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 3,552 | 249 | 0.11% | 0.14% | 148 | -460 | -11.47% | Q4 2025 | Jan 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 3,535 | 248 | 0.0% | — | 149 | +3,535 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 3,417 | 240 | 0.01% | — | 150 | +3,417 | New | Q4 2025 | Feb 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 3,272 | 229 | 0.0% | — | 151 | +3,272 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,203 | 225 | 0.0% | 0.0% | 152 | +67 | 2.14% | Q4 2025 | Feb 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 3,146 | 221 | 0.05% | — | 153 | +3,146 | New | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Reduced | 3,107 | 218 | 0.0% | 0.0% | 154 | -435 | -12.28% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 3,062 | 215 | 0.0% | — | 155 | +3,062 | New | Q4 2025 | Feb 11, 2026 |
| Marietta Wealth Management, LLC | History | No change | 3,012 | 211 | 0.02% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,674 | 187 | 0.0% | 0.0% | 157 | -2 | -0.07% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,324 | 163 | 0.0% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 2,262 | 159 | 0.0% | 0.0% | 159 | +4 | 0.18% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,997 | 140 | 0.0% | 0.0% | 160 | +919 | 85.25% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,950 | 137 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,608 | 112 | 0.0% | 0.0% | 162 | -318 | -16.51% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,591 | 111 | 0.0% | 0.0% | 163 | +72 | 4.74% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,163 | 81 | 0.01% | 0.01% | 164 | +19 | 1.66% | Q4 2025 | Jan 08, 2026 |
| Copeland Capital Management, LLC | History | No change | 1,119 | 78 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KBC Group NV | History | No change | 1,012 | 71 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 981 | 68 | 0.0% | 0.0% | 167 | +331 | 50.92% | Q4 2025 | Feb 09, 2026 |
| Kemnay Advisory Services Inc. | History | New | 940 | 66 | 0.01% | — | 168 | +940 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 927 | 65 | 0.0% | — | 170 | +927 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | New | 927 | 65 | 0.0% | — | 171 | +927 | New | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 937 | 65 | 0.0% | 0.0% | 169 | -30 | -3.1% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 906 | 63 | 0.0% | — | 172 | +906 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 828 | 58 | 0.0% | 0.0% | 173 | -472 | -36.31% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 719 | 50 | 0.0% | 0.0% | 174 | -22 | -2.97% | Q4 2025 | Jan 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 580 | 41 | 0.0% | 0.0% | 175 | +166 | 40.1% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 572 | 40 | 0.0% | — | 176 | +572 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 534 | 37 | 0.0% | 0.0% | 177 | -334 | -38.48% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 515 | 36 | 0.0% | 0.0% | 178 | +24 | 4.89% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 434 | 30 | 0.0% | — | 180 | +434 | New | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 427 | 30 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 411 | 28 | 0.0% | 0.0% | 181 | -66 | -13.84% | Q4 2025 | Jan 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 360 | 25 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 351 | 24 | 0.0% | 0.0% | 183 | +65 | 22.73% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 299 | 21 | 0.0% | 0.0% | 184 | +48 | 19.12% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 278 | 19 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 227 | 15 | 0.0% | 0.0% | 187 | -27 | -10.63% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 210 | 15 | 0.0% | 0.0% | 186 | +7 | 3.45% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 203 | 14 | 0.0% | 0.0% | 188 | -24 | -10.57% | Q4 2025 | Jan 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 173 | 12 | 0.0% | — | 189 | +173 | New | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 175 | 12 | 0.0% | 0.0% | 190 | +5 | 2.94% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 166 | 11 | 0.0% | 0.0% | 191 | +76 | 84.44% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 141 | 9 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 126 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | No change | 115 | 8 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 107 | 7 | 0.0% | — | 197 | +107 | New | Q4 2025 | Feb 11, 2026 |
| Meramec Financial Planners, LLC | History | New | 107 | 7 | 0.0% | — | 199 | +107 | New | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 97 | 7 | 0.0% | 0.0% | 195 | -2 | -2.02% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 108 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 88 | 6 | 0.0% | 0.0% | 201 | +68 | 340.0% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 95 | 6 | 0.0% | 0.0% | 200 | -10 | -9.52% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 95 | 6 | 0.0% | 0.0% | 204 | +8 | 9.2% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Reduced | 91 | 6 | 0.0% | 0.0% | 203 | -1 | -1.09% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | No change | 87 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 72 | 5 | 0.0% | — | 205 | +72 | New | Q4 2025 | Feb 05, 2026 |
| Torren Management, LLC | History | New | 61 | 4 | 0.0% | — | 207 | +61 | New | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 71 | 4 | 0.0% | 0.0% | 206 | -11 | -13.41% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 38 | 2 | 0.0% | 0.0% | 210 | -760 | -95.24% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 30 | 2 | 0.0% | — | 211 | +30 | New | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 41 | 2 | 0.0% | — | 213 | +29 | 241.67% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37 | 2 | 0.0% | 0.0% | 208 | +17 | 85.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 32 | 2 | 0.0% | 0.0% | 209 | +15 | 88.24% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 40 | 2 | 0.0% | 0.0% | 212 | +1 | 2.56% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 217 | -27 | -50.94% | Q4 2025 | Jan 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 20 | 1 | 0.0% | — | 219 | +20 | New | Q4 2025 | Mar 03, 2026 |
| ASSETMARK, INC | History | Added to | 21 | 1 | 0.0% | — | 215 | +11 | 110.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 22 | 1 | 0.0% | 0.0% | 218 | -5 | -18.52% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 214 | -2 | -11.11% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 21 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -462,028 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -70,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -23,630 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,358 | -100.0% | Q3 2025 | Mar 30, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,324 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,898 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ARGA Investment Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,180 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,934 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -3,805 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,125 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,826 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,791 | -100.0% | Q3 2025 | Oct 31, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -2,689 | -100.0% | Q3 2025 | Nov 04, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -76 | -88.37% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | Reduced | 10 | 0 | — | 0.0% | — | -64 | -86.49% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marquette Asset Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q4 2025 | Feb 09, 2026 |
| Ankerstar Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q4 2025 | Jan 14, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 15, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Outlook Wealth Advisors, LLC | History | No change | 49,836 | 0 | — | 0.91% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |