Stellar Bancorp, Inc. - STEL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 27 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 | 6,737,575 | 208,460 | 0.0% | 0.0% | 1 | +29,272 | 0.44% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,275,827 | 101,354 | 0.0% | 0.0% | 2 | +18,749 | 0.58% | Q4 2025 | Jan 29, 2026 |
| North Reef Capital Management LP | History | Added to | 2,875,245 | 88,960 | 3.58% | 2.6% | 3 | +1,045,308 | 57.12% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,345,083 | 72,555 | 0.02% | 0.01% | 4 | +46,664 | 2.03% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 2,073,372 | 64,150 | 0.0% | 0.0% | 5 | -117,456 | -5.36% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,283,086 | 39,698 | 0.16% | 0.16% | 6 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,112,352 | 34,416 | 0.01% | 0.02% | 7 | -125,478 | -10.14% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,102,956 | 34,129 | 0.0% | 0.0% | 8 | -6,072 | -0.55% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 732,101 | 22,651 | 0.0% | 0.0% | 9 | -28,210 | -3.71% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 617,207 | 19,096 | 0.01% | 0.01% | 10 | -116,932 | -15.93% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 560,495 | 17,341 | 0.0% | 0.0% | 11 | -85,622 | -13.25% | Q4 2025 | Feb 10, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 514,630 | 15,922 | 0.04% | 0.09% | 12 | -640,315 | -55.44% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 429,115 | 13,276 | 0.0% | 0.0% | 13 | +136,945 | 46.87% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 427,774 | 13,235 | 0.0% | 0.0% | 14 | -1,919 | -0.45% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 396,489 | 12,267 | 0.26% | 0.26% | 15 | -9,257 | -2.28% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 374,982 | 11,601 | 0.0% | 0.0% | 16 | +46,925 | 14.3% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 358,521 | 11,092 | 0.0% | 0.0% | 17 | -22,055 | -5.8% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 312,474 | 9,667 | 0.0% | — | 18 | +312,474 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 296,470 | 9,172 | 0.0% | 0.0% | 19 | -24,835 | -7.73% | Q4 2025 | Feb 19, 2026 |
| HighTower Advisors, LLC | History | Reduced | 278,330 | 8,611 | 0.01% | 0.01% | 20 | -771 | -0.28% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 219,605 | 6,794 | 0.0% | 0.0% | 21 | -3,594 | -1.61% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 203,687 | 6,302 | 0.01% | 0.01% | 22 | +847 | 0.42% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 172,890 | 5,349 | 0.0% | 0.0% | 23 | +3,687 | 2.18% | Q4 2025 | Jan 29, 2026 |
| Callahan Advisors, LLC | History | Reduced | 162,234 | 5,019 | 0.41% | 0.42% | 24 | -499 | -0.31% | Q4 2025 | Feb 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 159,467 | 4,933 | 0.02% | 0.02% | 25 | -20,779 | -11.53% | Q4 2025 | Feb 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 151,926 | 4,700 | 2.19% | 2.49% | 26 | -18,970 | -11.1% | Q4 2025 | Jan 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 147,108 | 4,551 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 143,531 | 4,440 | 0.0% | 0.0% | 28 | -27,043 | -15.85% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 128,529 | 3,976 | 0.0% | 0.0% | 29 | -10,180 | -7.34% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 125,634 | 3,887 | 0.0% | 0.0% | 30 | -53,612 | -29.91% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 122,919 | 3,803 | 0.02% | — | 31 | +122,919 | New | Q4 2025 | Feb 17, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 121,456 | 3,757 | 1.26% | 1.45% | 32 | -23,191 | -16.03% | Q4 2025 | Jan 22, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 120,797 | 3,737 | 0.04% | 0.04% | 33 | -11,642 | -8.79% | Q4 2025 | Feb 09, 2026 |
| Legal & General Group Plc | History | Reduced | 115,749 | 3,581 | 0.0% | 0.0% | 34 | -7,848 | -6.35% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 100,821 | 3,119 | 0.0% | 0.0% | 35 | -4,710 | -4.46% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 98,609 | 3,051 | 0.0% | 0.0% | 36 | +98,430 | 54988.83% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 97,276 | 3,009 | 0.0% | 0.0% | 37 | +19,122 | 24.47% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | Added to | 96,262 | 2,978 | 0.0% | 0.0% | 38 | +1,400 | 1.48% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 95,834 | 2,965 | 0.0% | 0.0% | 39 | -85,437 | -47.13% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 84,273 | 2,607 | 0.0% | 0.0% | 40 | +14,717 | 21.16% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 84,272 | 2,607 | 0.0% | 0.0% | 41 | +8,050 | 10.56% | Q4 2025 | Feb 13, 2026 |
| Segment Wealth Management, LLC | History | Added to | 83,079 | 2,570 | 0.15% | 0.15% | 42 | +3,111 | 3.89% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Added to | 79,957 | 2,473 | 0.0% | 0.0% | 43 | +33,977 | 73.9% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 78,979 | 2,443 | 0.0% | 0.0% | 44 | +3,811 | 5.07% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 77,985 | 2,412 | 0.0% | 0.0% | 45 | +7,872 | 11.23% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 75,405 | 2,333 | 0.0% | 0.0% | 46 | +31,875 | 73.23% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | New | 72,828 | 2,253 | 0.02% | — | 47 | +72,828 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 69,805 | 2,159 | 0.0% | 0.0% | 48 | +55,831 | 399.53% | Q4 2025 | Feb 17, 2026 |
| Paragon Capital Management LLC | History | No change | 65,848 | 2,037 | 1.03% | 0.96% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 65,848 | 2,037 | 0.2% | 0.2% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 64,117 | 1,983 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 60,375 | 1,868 | 0.0% | 0.0% | 52 | +8,920 | 17.34% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 60,243 | 1,863 | 0.0% | 0.0% | 53 | +6,059 | 11.18% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 54,907 | 1,697 | 0.0% | 0.0% | 54 | +1,196 | 2.23% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,938 | 1,668 | 0.0% | 0.0% | 55 | +17,686 | 48.79% | Q4 2025 | Feb 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 51,500 | 1,593 | 1.11% | 1.04% | 56 | -4,000 | -7.21% | Q4 2025 | Feb 05, 2026 |
| MCDANIEL TERRY & CO | History | No change | 46,419 | 1,436 | 0.13% | 0.11% | 57 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clear Trail Advisors, LLC | History | New | 46,368 | 1,434 | 0.33% | — | 58 | +46,368 | New | Q4 2025 | Jan 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,867 | 1,389 | 0.0% | 0.0% | 59 | +3,755 | 9.13% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 44,899 | 1,389 | 0.0% | 0.0% | 60 | -1,875 | -4.01% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 44,093 | 1,364 | 0.0% | 0.0% | 61 | +2,488 | 5.98% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 43,356 | 1,341 | 0.0% | 0.0% | 62 | -3,184 | -6.84% | Q4 2025 | Feb 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 39,600 | 1,225 | 0.0% | — | 63 | +39,600 | New | Q4 2025 | Feb 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 38,580 | 1,193 | 0.07% | — | 64 | +38,580 | New | Q4 2025 | Feb 09, 2026 |
| FCA CORP /TX | History | Reduced | 38,120 | 1,179 | 0.33% | 0.34% | 65 | -2,270 | -5.62% | Q4 2025 | Feb 11, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | No change | 34,720 | 1,074 | 0.14% | 0.15% | 66 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 34,631 | 1,071 | 0.01% | 0.01% | 67 | -192 | -0.55% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 33,871 | 1,047 | 0.01% | — | 68 | +33,871 | New | Q4 2025 | Feb 11, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 33,755 | 1,044 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 32,305 | 999 | 0.0% | — | 70 | +32,305 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 31,736 | 981 | 0.0% | — | 71 | +31,736 | New | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,655 | 979 | 0.0% | 0.0% | 72 | -1,688 | -5.06% | Q4 2025 | Feb 05, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 31,220 | 965 | 0.0% | 0.0% | 73 | -18,143 | -36.75% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 30,529 | 944 | 0.02% | 0.02% | 74 | +293 | 0.97% | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | Added to | 29,752 | 920 | 0.09% | 0.08% | 75 | +6,160 | 26.11% | Q4 2025 | Jan 29, 2026 |
| ExodusPoint Capital Management, LP | History | New | 29,681 | 918 | 0.01% | — | 76 | +29,681 | New | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 28,368 | 877 | 0.08% | 0.09% | 77 | -2,096 | -6.88% | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,575 | 853 | 0.0% | 0.0% | 78 | +3,597 | 15.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 26,572 | 822 | 0.0% | 0.0% | 79 | -2,441 | -8.41% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 25,611 | 791 | 0.01% | 0.01% | 80 | +193 | 0.76% | Q4 2025 | Jan 23, 2026 |
| SFMG, LLC | History | Reduced | 25,153 | 778 | 0.05% | 0.06% | 81 | -1,997 | -7.36% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 24,832 | 768 | 0.01% | 0.01% | 82 | +980 | 4.11% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 24,628 | 761 | 0.0% | 0.0% | 83 | -76,066 | -75.54% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 23,861 | 738 | 0.02% | — | 84 | +23,861 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 23,842 | 737 | 0.01% | 0.01% | 85 | -1 | -0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 23,068 | 713 | 0.0% | 0.0% | 86 | -137 | -0.59% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,360 | 691 | 0.0% | 0.0% | 87 | -142 | -0.63% | Q4 2025 | Mar 16, 2026 |
| STRS OHIO | History | No change | 22,300 | 689 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 21,871 | 676 | 0.0% | — | 89 | +21,871 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,831 | 675 | 0.0% | 0.0% | 90 | +106 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 21,100 | 652 | 0.01% | 0.01% | 91 | -100 | -0.47% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 20,035 | 620 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | No change | 19,908 | 615 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | New | 19,763 | 611 | 0.02% | — | 94 | +19,763 | New | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,634 | 607 | 0.0% | 0.0% | 95 | +11 | 0.06% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 19,495 | 604 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,704 | 578 | 0.02% | 0.02% | 97 | -600 | -3.11% | Q4 2025 | Jan 23, 2026 |
| MQS Management LLC | History | Added to | 18,432 | 570 | 0.34% | 0.22% | 98 | +6,069 | 49.09% | Q4 2025 | Feb 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,383 | 537 | 0.0% | 0.01% | 99 | -2,013 | -10.38% | Q4 2025 | Feb 10, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 16,712 | 517 | 0.02% | 0.03% | 100 | -6,000 | -26.42% | Q4 2025 | Feb 10, 2026 |
| EJF Capital LP | History | Reduced | 16,606 | 513 | 0.29% | 0.31% | 101 | -958 | -5.45% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 16,085 | 497 | 0.05% | 0.06% | 102 | +14 | 0.09% | Q4 2025 | Jan 20, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 15,338 | 474 | 0.1% | 0.11% | 103 | -662 | -4.14% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,134 | 468 | 0.0% | 0.0% | 104 | -61 | -0.4% | Q4 2025 | Mar 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 15,101 | 467 | 0.0% | 0.0% | 105 | +1,700 | 12.69% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 14,930 | 461 | 0.0% | 0.0% | 106 | +538 | 3.74% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 14,446 | 446 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 14,203 | 439 | 0.0% | 0.0% | 108 | +2,522 | 21.59% | Q4 2025 | Jan 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,904 | 430 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 13,617 | 421 | 0.0% | 0.0% | 110 | -853 | -5.89% | Q4 2025 | Jan 28, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,436 | 416 | 0.0% | 0.0% | 111 | -727 | -5.13% | Q4 2025 | Jan 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,420 | 415 | 0.0% | 0.0% | 112 | -167 | -1.23% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 13,180 | 407 | 0.0% | 0.0% | 113 | +18 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 13,043 | 403 | 0.0% | 0.0% | 114 | -16 | -0.12% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,376 | 394 | 0.0% | 0.0% | 115 | -1,892 | -13.26% | Q4 2025 | Jan 21, 2026 |
| Crestmont Private Wealth LLC | History | No change | 12,729 | 393 | 0.13% | 0.13% | 116 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 12,333 | 381 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,258 | 380 | 0.0% | 0.0% | 118 | -810 | -7.32% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,686 | 361 | 0.0% | 0.0% | 119 | +1,019 | 9.55% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,630 | 360 | 0.0% | 0.0% | 120 | -1,437 | -11.0% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,405 | 352 | 0.0% | 0.0% | 121 | -365 | -3.1% | Q4 2025 | Feb 10, 2026 |
| PATRON PARTNERS, LLC | History | No change | 10,658 | 329 | 0.15% | 0.15% | 122 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 10,610 | 328 | 0.0% | 0.0% | 123 | +3,766 | 55.03% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,527 | 325 | 0.0% | 0.0% | 124 | +100 | 0.96% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,387 | 321 | 0.0% | 0.0% | 125 | +600 | 6.13% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,257 | 317 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,927 | 307 | 0.01% | — | 128 | +9,927 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 9,932 | 307 | 0.0% | 0.0% | 127 | -2,648 | -21.05% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 9,807 | 303 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 9,778 | 302 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 9,750 | 301 | 0.01% | — | 131 | +9,750 | New | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,208 | 284 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 9,139 | 282 | 0.0% | 0.0% | 133 | +289 | 3.27% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,750 | 270 | 0.0% | 0.0% | 134 | -62 | -0.7% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | New | 8,484 | 262 | 0.0% | — | 135 | +8,484 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,400 | 260 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 8,000 | 247 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 7,581 | 234 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 7,533 | 233 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 7,440 | 230 | 0.05% | 0.06% | 140 | -500 | -6.3% | Q4 2025 | Jan 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 7,428 | 229 | 0.0% | — | 141 | +7,428 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 7,096 | 219 | 0.01% | — | 142 | +7,096 | New | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 6,910 | 213 | 0.0% | 0.0% | 143 | -341 | -4.7% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,808 | 210 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,675 | 206 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 6,185 | 191 | 0.0% | 0.0% | 146 | +384 | 6.62% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,457 | 137 | 0.0% | 0.0% | 147 | -134 | -2.92% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 4,372 | 135 | 0.01% | 0.01% | 148 | +21 | 0.48% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,110 | 127 | 0.0% | 0.0% | 149 | -122 | -2.88% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,931 | 121 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 3,392 | 105 | 0.0% | 0.0% | 151 | +58 | 1.74% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,956 | 91 | 0.0% | 0.0% | 152 | -15 | -0.5% | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,970 | 91 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,847 | 88 | 0.0% | 0.0% | 154 | +298 | 11.69% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,712 | 83 | 0.0% | 0.0% | 155 | -546 | -16.76% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,226 | 68 | 0.0% | 0.0% | 156 | -3 | -0.13% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,982 | 61 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 1,678 | 51 | 0.0% | 0.0% | 158 | +113 | 7.22% | Q4 2025 | Jan 05, 2026 |
| MAI Capital Management | History | Added to | 1,031 | 31 | 0.0% | 0.0% | 159 | +31 | 3.1% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 759 | 23 | 0.0% | 0.0% | 160 | -17 | -2.19% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 740 | 22 | 0.0% | — | 161 | +740 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 627 | 19 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 576 | 17 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 475 | 14 | 0.0% | 0.0% | 164 | -700 | -59.57% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 340 | 10 | 0.0% | 0.0% | 165 | +262 | 335.9% | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 319 | 9 | 0.0% | 0.0% | 166 | +30 | 10.38% | Q4 2025 | Jan 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 263 | 8 | 0.0% | 0.0% | 167 | -5 | -1.87% | Q4 2025 | Jan 20, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 250 | 7 | 0.0% | — | 168 | +250 | New | Q4 2025 | Feb 10, 2026 |
| Lummis Asset Management, LP | History | No change | 200 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 192 | 5 | 0.0% | 0.0% | 170 | +17 | 9.71% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 162 | 5 | 0.0% | 0.0% | 171 | +13 | 8.72% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 130 | 4 | 0.0% | — | 173 | +130 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Added to | 151 | 4 | 0.0% | 0.0% | 172 | +49 | 48.04% | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Added to | 146 | 4 | 0.0% | 0.0% | 174 | +1 | 0.69% | Q4 2025 | Jan 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 125 | 3 | 0.0% | — | 176 | +125 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 116 | 3 | 0.0% | — | 177 | +116 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 111 | 3 | 0.0% | 0.0% | 175 | +43 | 63.24% | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 116 | 3 | 0.0% | 0.0% | 178 | +33 | 39.76% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 88 | 2 | 0.0% | — | 182 | +71 | 417.65% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 86 | 2 | 0.0% | 0.0% | 180 | +36 | 72.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 81 | 2 | 0.0% | 0.0% | 179 | +16 | 24.62% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 62 | 1 | 0.0% | 0.0% | 183 | -1,391 | -95.73% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 39 | 1 | 0.0% | 0.0% | 184 | -479 | -92.47% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 1.04% | — | -310,293 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -197,606 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WJ Interests, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -27,511 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,552 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,236 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,038 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,508 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,758 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,177 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -8,116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,916 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,704 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -2,738 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,279 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Torren Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 19, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Covestor Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |