STMicroelectronics N.V. - STM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 36 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Added to | 10,532,428 | 273,211 | 0.23% | 0.25% | 1 | +1,145,426 | 12.2% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 8,269,221 | 214,503 | 0.0% | 0.0% | 2 | +1,559,333 | 23.24% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 6,156,161 | 159,690 | 0.01% | 0.01% | 3 | +1,778,113 | 40.61% | Q4 2025 | Feb 13, 2026 |
| Slate Path Capital LP | History | New | 5,280,500 | 136,976 | 1.85% | — | 4 | +5,280,500 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 5,199,951 | 134,886 | 0.02% | 0.02% | 5 | +1,196,018 | 29.87% | Q4 2025 | Feb 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,818,170 | 124,983 | 0.02% | 0.02% | 6 | +327,908 | 7.3% | Q4 2025 | Mar 25, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,602,842 | 93,457 | 0.13% | 0.1% | 7 | +1,280,302 | 55.13% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,370,579 | 87,432 | 0.01% | 0.01% | 8 | -620,295 | -15.54% | Q4 2025 | Feb 11, 2026 |
| FIL Ltd | History | Added to | 3,107,386 | 80,605 | 0.06% | 0.07% | 9 | +146,676 | 4.95% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,063,194 | 79,462 | 0.02% | 0.01% | 10 | +1,002,718 | 48.66% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,750,994 | 71,360 | 0.01% | 0.01% | 11 | +1,068,090 | 63.47% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,476,811 | 64,248 | 0.01% | 0.01% | 12 | +744,405 | 42.97% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 2,149,100 | 55,747 | 0.02% | 0.04% | 13 | -1,448,420 | -40.26% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,703,902 | 54,717 | 0.02% | 0.03% | 14 | -501,332 | -22.73% | Q4 2025 | Feb 10, 2026 |
| Woodline Partners LP | History | New | 1,920,099 | 49,807 | 0.19% | — | 15 | +1,920,099 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,843,462 | 47,819 | 0.02% | 0.04% | 16 | -1,065,440 | -36.63% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 1,832,344 | 47,531 | 0.16% | 0.16% | 17 | +89,100 | 5.11% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 1,647,305 | 42,731 | 0.04% | — | 18 | +1,647,305 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,629,722 | 42,274 | 0.01% | 0.0% | 19 | +707,853 | 76.78% | Q4 2025 | Jan 29, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 1,566,965 | 40,647 | 0.31% | 0.3% | 20 | +265,108 | 20.36% | Q4 2025 | Feb 11, 2026 |
| Defiance ETFs, LLC | History | New | 1,517,463 | 39,545 | 1.29% | — | 21 | +1,517,463 | New | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,517,517 | 39,363 | 0.47% | 0.31% | 22 | +589,822 | 63.58% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 1,490,731 | 38,669 | 0.01% | 0.01% | 23 | +268,849 | 22.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,398,010 | 36,264 | 0.0% | 0.01% | 24 | -1,970,678 | -58.5% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,397,239 | 36,244 | 0.02% | 0.05% | 25 | -1,208,316 | -46.37% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 1,019,708 | 26,451 | 0.07% | 0.07% | 26 | +173,249 | 20.47% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 990,488 | 25,693 | 0.01% | 0.01% | 27 | +274,273 | 38.29% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 985,379 | 25,560 | 0.09% | 0.06% | 28 | +303,937 | 44.6% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 855,847 | 22,200 | 0.04% | 0.05% | 29 | -412,324 | -32.51% | Q4 2025 | Mar 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 774,893 | 20,092 | 0.03% | 0.11% | 30 | -1,526,729 | -66.33% | Q4 2025 | Feb 10, 2026 |
| Duquesne Family Office LLC | History | New | 773,555 | 20,066 | 0.45% | — | 31 | +773,555 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 770,893 | 19,996 | 0.0% | 0.0% | 32 | -32,543 | -4.05% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 600,000 | 15,564 | 0.03% | 0.01% | 33 | +484,110 | 417.73% | Q4 2025 | Feb 13, 2026 |
| Robeco Schweiz AG | History | Reduced | 566,130 | 14,685 | 0.33% | 0.37% | 34 | -18,830 | -3.22% | Q4 2025 | Feb 03, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 562,500 | 14,591 | 0.03% | 0.02% | 35 | +289,200 | 105.82% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 558,730 | 14,531 | 0.02% | 0.02% | 36 | +60,418 | 12.12% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 559,000 | 14,500 | 0.01% | 0.0% | 37 | +318,200 | 132.14% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 555,522 | 14,410 | 0.0% | 0.0% | 38 | -53,894 | -8.84% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 503,337 | 13,056 | 0.02% | 0.02% | 39 | +3,437 | 0.69% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 12,970 | 12,970 | 0.01% | — | 40 | +12,970 | New | Q4 2025 | Feb 17, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 483,098 | 12,531 | 5.9% | 9.26% | 41 | -68,910 | -12.48% | Q4 2025 | Mar 19, 2026 |
| Walleye Capital LLC | History | Added to | 439,374 | 11,397 | 0.03% | 0.02% | 42 | +240,882 | 121.36% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 425,823 | 11,045 | 0.0% | 0.0% | 43 | +55,161 | 14.88% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 417,209 | 10,822 | 0.0% | 0.0% | 44 | -80,973 | -16.25% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 415,100 | 10,767 | 0.01% | 0.0% | 45 | +191,700 | 85.81% | Q4 2025 | Feb 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 412,600 | 10,702 | 0.03% | 0.04% | 46 | -134,600 | -24.6% | Q4 2025 | Feb 17, 2026 |
| Hardman Johnston Global Advisors LLC | History | Reduced | 372,431 | 9,660 | 0.46% | 0.54% | 47 | -14,109 | -3.65% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 371,603 | 9,640 | 0.0% | — | 48 | +371,603 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 352,424 | 9,141 | 0.0% | 0.01% | 49 | -28,921 | -7.58% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 251,900 | 6,534 | 0.01% | 0.01% | 50 | -7,554 | -2.91% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | Added to | 241,088 | 6,253 | 0.13% | 0.14% | 51 | +45,312 | 23.14% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 213,584 | 5,540 | 0.01% | 0.01% | 52 | +53,814 | 33.68% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 212,070 | 5,501 | 0.01% | 0.01% | 53 | +65,459 | 44.65% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | New | 203,246 | 5,272 | 0.01% | — | 54 | +203,246 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 194,664 | 5,049 | 0.0% | 0.0% | 55 | +4,868 | 2.56% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 194,200 | 5,037 | 0.0% | 0.0% | 56 | -217,558 | -52.84% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 180,340 | 4,678 | 0.01% | 0.02% | 57 | +25,530 | 16.49% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 164,422 | 4,265 | 0.0% | 0.0% | 58 | +46,536 | 39.48% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 162,051 | 4,203 | 0.0% | 0.0% | 59 | -20,585 | -11.27% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 159,000 | 4,124 | 0.0% | 0.0% | 60 | +3,953 | 2.55% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 155,790 | 4,041 | 0.05% | 0.05% | 61 | -671 | -0.43% | Q4 2025 | Jan 21, 2026 |
| NOMURA HOLDINGS INC | History | New | 150,000 | 3,891 | 0.01% | — | 62 | +150,000 | New | Q4 2025 | Feb 17, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 142,104 | 3,686 | 0.36% | 0.39% | 63 | +1,132 | 0.8% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 138,344 | 3,588 | 0.0% | 0.0% | 64 | -45,723 | -24.84% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Reduced | 135,146 | 3,505 | 0.0% | 0.0% | 65 | -45,195 | -25.06% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 132,751 | 3,443 | 0.0% | 0.0% | 66 | -65,175 | -32.93% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 126,282 | 3,275 | 0.0% | 0.01% | 67 | -18,697 | -12.9% | Q4 2025 | Feb 12, 2026 |
| SALT Holding Corp. | History | Added to | 125,900 | 3,265 | 2.53% | 2.0% | 68 | +50,000 | 65.88% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 124,816 | 3,237 | 0.0% | 0.0% | 69 | -9,022 | -6.74% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 124,016 | 3,216 | 0.0% | 0.0% | 70 | -129,548 | -51.09% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 115,268 | 2,990 | 0.05% | 0.03% | 71 | +62,738 | 119.43% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | New | 114,800 | 2,977 | 0.01% | — | 72 | +114,800 | New | Q4 2025 | Feb 17, 2026 |
| Henry James International Management Inc. | History | No change | 105,143 | 2,727 | 0.86% | 0.91% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 97,859 | 2,538 | 0.04% | 0.04% | 74 | -165 | -0.17% | Q4 2025 | Feb 09, 2026 |
| Maxi Investments CY Ltd | History | New | 90,000 | 2,335 | 0.42% | — | 75 | +90,000 | New | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 87,417 | 2,267 | 0.0% | 0.01% | 76 | -100,162 | -53.4% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 82,020 | 2,244 | 0.0% | 0.0% | 77 | +8,049 | 10.88% | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 84,593 | 2,194 | 0.0% | 0.0% | 78 | -7,365 | -8.01% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 80,667 | 2,092 | 0.0% | 0.0% | 79 | -8,285 | -9.31% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 79,647 | 2,066 | 0.0% | 0.0% | 80 | +10,828 | 15.73% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 79,300 | 2,057 | 0.0% | 0.03% | 81 | -611,473 | -88.52% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | Reduced | 76,811 | 1,992 | 0.01% | 0.02% | 82 | -36,714 | -32.34% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 73,870 | 1,916 | 0.02% | 0.04% | 83 | -55,930 | -43.09% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 66,679 | 1,729 | 0.02% | 0.03% | 84 | -2,578 | -3.72% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 66,553 | 1,726 | 0.0% | 0.0% | 85 | -6,100 | -8.4% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 66,477 | 1,724 | 0.04% | 0.01% | 86 | +50,065 | 305.05% | Q4 2025 | Jan 27, 2026 |
| Headlands Technologies LLC | History | New | 63,491 | 1,646 | 0.14% | — | 87 | +63,491 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 62,401 | 1,618 | 0.0% | 0.0% | 88 | -2,094 | -3.25% | Q4 2025 | Mar 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 61,590 | 1,597 | 0.0% | 0.0% | 89 | -108,917 | -63.88% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 60,397 | 1,566 | 0.03% | 0.01% | 90 | +45,399 | 302.7% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 58,858 | 1,526 | 0.05% | 0.09% | 91 | -52,682 | -47.23% | Q4 2025 | Feb 10, 2026 |
| Ethic Inc. | History | Reduced | 57,294 | 1,486 | 0.02% | 0.03% | 92 | -2,272 | -3.81% | Q4 2025 | Feb 03, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 54,560 | 1,415 | 0.14% | 0.04% | 93 | +43,355 | 386.93% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 54,041 | 1,401 | 0.02% | 0.02% | 94 | -295 | -0.54% | Q4 2025 | Feb 04, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 51,360 | 1,332 | 0.07% | 0.08% | 95 | -6,375 | -11.04% | Q4 2025 | Feb 02, 2026 |
| ExodusPoint Capital Management, LP | History | New | 50,236 | 1,303 | 0.01% | — | 96 | +50,236 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 50,018 | 1,297 | 0.01% | 0.01% | 97 | -17,251 | -25.64% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 45,361 | 1,177 | 0.0% | 0.0% | 98 | +3,789 | 9.11% | Q4 2025 | Jan 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 44,000 | 1,141 | 0.0% | 17.5% | 99 | -89,400 | -67.02% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 42,406 | 1,100 | 0.01% | 0.01% | 100 | -8,894 | -17.34% | Q4 2025 | Feb 13, 2026 |
| Paloma Partners Management Co | History | New | 42,000 | 1,089 | 0.2% | — | 101 | +42,000 | New | Q4 2025 | Feb 17, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 39,314 | 1,019 | 0.37% | 0.47% | 102 | -37 | -0.09% | Q4 2025 | Jan 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 37,820 | 981 | 0.02% | — | 103 | +37,820 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 36,855 | 956 | 0.0% | 0.0% | 104 | +9,220 | 33.36% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 36,525 | 947 | 0.0% | 0.0% | 105 | -12,092 | -24.87% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 35,951 | 932 | 0.02% | 0.27% | 106 | -309,260 | -89.59% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,863 | 878 | 0.0% | 0.0% | 107 | +2,096 | 6.6% | Q4 2025 | Mar 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,494 | 868 | 0.0% | 0.0% | 108 | -149,026 | -81.65% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 35,671 | 848 | 0.0% | — | 109 | +35,671 | New | Q4 2025 | Feb 13, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | New | 32,294 | 837 | 0.59% | — | 110 | +32,294 | New | Q4 2025 | Feb 13, 2026 |
| SIH Partners, LLLP | History | No change | 32,254 | 836 | 0.02% | 0.03% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 30,774 | 798 | 0.0% | 0.0% | 112 | -12,287 | -28.53% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 30,304 | 786 | 0.0% | 0.0% | 113 | -4,360 | -12.58% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,879 | 775 | 0.0% | 0.0% | 114 | +1,464 | 5.15% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 28,561 | 743 | 0.03% | 0.05% | 115 | +17,265 | 152.84% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 27,578 | 715 | 0.01% | 0.01% | 116 | +1,354 | 5.16% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 27,416 | 711 | 0.0% | 0.0% | 117 | +4,161 | 17.89% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 27,168 | 708 | 0.0% | 0.0% | 118 | +6,073 | 28.79% | Q4 2025 | Mar 20, 2026 |
| DRW Securities, LLC | History | New | 26,960 | 699 | 0.02% | — | 119 | +26,960 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,139 | 678 | 0.0% | 0.0% | 120 | -4,038 | -13.38% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 26,028 | 675 | 0.05% | 0.05% | 121 | +3,362 | 14.83% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 25,000 | 648 | 0.15% | — | 122 | +25,000 | New | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,922 | 646 | 0.0% | 0.0% | 123 | -33,544 | -57.37% | Q4 2025 | Jan 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 24,200 | 627 | 0.05% | 0.06% | 124 | -1,433 | -5.59% | Q4 2025 | Feb 04, 2026 |
| Miller Global Investments, LLC | History | New | 24,022 | 623 | 0.56% | — | 125 | +24,022 | New | Q4 2025 | Jan 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 23,900 | 619 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 23,785 | 616 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 23,688 | 614 | 0.0% | 0.02% | 128 | -479,947 | -95.3% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 23,370 | 606 | 0.02% | 0.02% | 129 | -2,339 | -9.1% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Reduced | 23,300 | 604 | 0.0% | 0.01% | 130 | -25,000 | -51.76% | Q4 2025 | Feb 17, 2026 |
| CenterStar Asset Management, LLC | History | New | 23,100 | 599 | 0.17% | — | 131 | +23,100 | New | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,664 | 578 | 0.0% | 0.0% | 132 | -390 | -1.94% | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 21,589 | 560 | 0.0% | 0.0% | 133 | -6,560 | -23.3% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,448 | 556 | 0.0% | 0.0% | 134 | -1,874 | -8.04% | Q4 2025 | Feb 05, 2026 |
| ALTFEST L J & CO INC | History | New | 21,005 | 544 | 0.06% | — | 135 | +21,005 | New | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 20,901 | 542 | 0.0% | 0.0% | 136 | +2,937 | 16.35% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 20,715 | 537 | 0.01% | 0.01% | 137 | -2,296 | -9.98% | Q4 2025 | Feb 03, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 20,342 | 528 | 0.02% | 0.31% | 138 | -317,085 | -93.97% | Q4 2025 | Feb 13, 2026 |
| Garner Asset Management Corp | History | Reduced | 20,070 | 520 | 0.2% | 0.23% | 139 | -200 | -0.99% | Q4 2025 | Feb 03, 2026 |
| Inspire Advisors, LLC | History | Added to | 19,933 | 517 | 0.05% | 0.05% | 140 | +1,729 | 9.5% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,402 | 503 | 0.0% | 0.0% | 141 | +753 | 4.04% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,390 | 502 | 0.0% | 0.0% | 142 | +1,394 | 7.75% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 18,648 | 483 | 0.12% | 0.13% | 143 | +148 | 0.8% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,472 | 479 | 0.0% | 0.0% | 144 | -710 | -3.7% | Q4 2025 | Feb 13, 2026 |
| Whalen Wealth Management Inc. | History | New | 18,337 | 475 | 0.26% | — | 145 | +18,337 | New | Q4 2025 | Jan 20, 2026 |
| Vident Advisory, LLC | History | Reduced | 18,048 | 468 | 0.0% | 0.01% | 146 | -5,148 | -22.19% | Q4 2025 | Feb 18, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 17,404 | 451 | 0.25% | 0.3% | 147 | -219 | -1.24% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 17,282 | 448 | 0.0% | 0.0% | 148 | +534 | 3.19% | Q4 2025 | Feb 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 17,200 | 446 | 0.03% | 0.04% | 149 | -600 | -3.37% | Q4 2025 | Feb 04, 2026 |
| XTX Topco Ltd | History | New | 17,035 | 441 | 0.01% | — | 151 | +17,035 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 17,026 | 441 | 0.01% | 0.01% | 150 | -3,572 | -17.34% | Q4 2025 | Jan 20, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Added to | 17,000 | 440 | 0.13% | 0.1% | 152 | +7,000 | 70.0% | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Added to | 16,427 | 426 | 0.01% | 0.01% | 153 | +4,976 | 43.45% | Q4 2025 | Feb 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | New | 14,557 | 377 | 0.18% | — | 154 | +14,557 | New | Q4 2025 | Jan 14, 2026 |
| Tidal Investments LLC | History | Added to | 14,458 | 375 | 0.0% | 0.0% | 155 | +5,845 | 67.86% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Reduced | 14,120 | 366 | 0.07% | 0.11% | 156 | -6,225 | -30.6% | Q4 2025 | Jan 06, 2026 |
| M&T BANK CORP | History | Added to | 12,243 | 317 | 0.0% | 0.0% | 157 | +2,537 | 26.14% | Q4 2025 | Jan 30, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 12,145 | 315 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 11,925 | 309 | 0.02% | 0.02% | 159 | -2,069 | -14.78% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Reduced | 11,816 | 306 | 0.01% | 0.02% | 160 | -7,640 | -39.27% | Q4 2025 | Feb 11, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 11,606 | 301 | 0.22% | 0.29% | 161 | -2,212 | -16.01% | Q4 2025 | Jan 21, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 11,555 | 299 | 0.08% | 0.09% | 162 | -415 | -3.47% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,259 | 298 | 0.0% | 0.0% | 163 | -1,978 | -14.94% | Q4 2025 | Feb 10, 2026 |
| ClearAlpha Technologies LP | History | New | 11,324 | 293 | 0.84% | — | 164 | +11,324 | New | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 11,231 | 291 | 0.11% | 0.19% | 165 | -5,699 | -33.66% | Q4 2025 | Feb 03, 2026 |
| Net Worth Advisory Group | History | New | 11,120 | 288 | 0.06% | — | 166 | +11,120 | New | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 10,899 | 282 | 0.0% | 0.01% | 167 | -166,277 | -93.85% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 10,389 | 281 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,748 | 278 | 0.0% | 0.0% | 169 | +750 | 7.5% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 10,734 | 278 | 0.0% | 0.0% | 170 | +42 | 0.39% | Q4 2025 | Feb 02, 2026 |
| SYON CAPITAL LLC | History | Reduced | 10,576 | 274 | 0.01% | 0.02% | 171 | -529 | -4.76% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Added to | 10,517 | 272 | 0.01% | 0.01% | 172 | +946 | 9.88% | Q4 2025 | Jan 28, 2026 |
| West Tower Group, LLC | History | Added to | 10,000 | 259 | 0.58% | 0.65% | 173 | +2,000 | 25.0% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,845 | 255 | 0.0% | 0.0% | 174 | -4,557 | -31.64% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Added to | 9,773 | 253 | 0.02% | 0.02% | 175 | +1,512 | 18.3% | Q4 2025 | Feb 17, 2026 |
| Bayesian Capital Management, LP | History | New | 9,619 | 249 | 0.57% | — | 176 | +9,619 | New | Q4 2025 | Feb 17, 2026 |
| TPG Advisors LLC | History | No change | 9,603 | 249 | 0.15% | 0.18% | 177 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 9,583 | 248 | 0.0% | — | 178 | +9,583 | New | Q4 2025 | Jan 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,572 | 248 | 0.01% | 0.01% | 179 | +755 | 8.56% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,520 | 246 | 0.0% | 0.0% | 180 | +844 | 9.73% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | New | 9,462 | 245 | 0.01% | — | 181 | +9,462 | New | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Reduced | 9,437 | 244 | 0.01% | 0.01% | 182 | -2,128 | -18.4% | Q4 2025 | Feb 05, 2026 |
| Eagle Strategies LLC | History | Reduced | 9,225 | 239 | 0.03% | 0.04% | 183 | -1,002 | -9.8% | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 9,207 | 238 | 0.0% | 0.01% | 184 | -6,894 | -42.82% | Q4 2025 | Jan 23, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 9,149 | 237 | 0.02% | 0.02% | 185 | +62 | 0.68% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 9,098 | 236 | 0.03% | 0.03% | 186 | +1,621 | 21.68% | Q4 2025 | Jan 08, 2026 |
| Grandview Asset Management LLC | History | Reduced | 9,054 | 234 | 0.06% | 0.15% | 188 | -10,330 | -53.29% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 9,056 | 234 | 0.0% | 0.0% | 187 | -702 | -7.19% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,860 | 229 | 0.0% | — | 189 | +8,860 | New | Q4 2025 | Feb 03, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 8,687 | 225 | 0.02% | 0.03% | 190 | -294 | -3.27% | Q4 2025 | Feb 03, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 8,150 | 211 | 0.06% | 0.07% | 191 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sowell Financial Services LLC | History | New | 7,834 | 203 | 0.01% | — | 192 | +7,834 | New | Q4 2025 | Jan 21, 2026 |
| Havemeyer Place LP | History | New | 7,815 | 202 | 0.04% | — | 193 | +7,815 | New | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,726 | 200 | 0.0% | 0.0% | 194 | -5,117 | -39.84% | Q4 2025 | Feb 03, 2026 |
| CVA Family Office, LLC | History | No change | 6,782 | 175 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Reduced | 6,587 | 171 | 0.0% | 0.0% | 196 | -955 | -12.66% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Reduced | 6,482 | 168 | 0.0% | 0.0% | 197 | -43,310 | -86.98% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,214 | 161 | 0.0% | 0.0% | 198 | +741 | 13.54% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 6,000 | 155 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 5,552 | 144 | 0.02% | — | 201 | +5,552 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 5,578 | 144 | 0.0% | 0.0% | 200 | +1,652 | 42.08% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,447 | 141 | 0.0% | 0.0% | 202 | +5,243 | 2570.1% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,055 | 131 | 0.0% | 0.0% | 203 | -649 | -11.38% | Q4 2025 | Feb 11, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 5,000 | 129 | 0.24% | 0.24% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 4,929 | 127 | 0.0% | — | 205 | +4,929 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,405 | 114 | 0.0% | 0.01% | 206 | +509 | 13.06% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,962 | 102 | 0.0% | 0.0% | 207 | -495 | -11.11% | Q4 2025 | Jan 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 3,765 | 97 | 0.02% | 0.03% | 208 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 3,355 | 87 | 0.07% | 0.12% | 209 | -1,450 | -30.18% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 3,277 | 85 | 0.0% | 0.0% | 210 | -32 | -0.97% | Q4 2025 | Feb 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 3,180 | 82 | 0.03% | 0.05% | 211 | -2,011 | -38.74% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,065 | 79 | 0.0% | — | 212 | +3,065 | New | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Reduced | 3,000 | 77 | 0.01% | 0.01% | 214 | -200 | -6.25% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,978 | 77 | 0.0% | 0.0% | 213 | -20 | -0.67% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,903 | 75 | 0.0% | 0.01% | 215 | -1,789 | -38.13% | Q4 2025 | Feb 06, 2026 |
| Banque Cantonale Vaudoise | History | New | 2,834 | 74 | 0.0% | — | 216 | +2,834 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,810 | 72 | 0.0% | 0.0% | 217 | -120 | -4.1% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | No change | 2,800 | 72 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,680 | 69 | 0.0% | 0.0% | 219 | +2,085 | 350.42% | Q4 2025 | Feb 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,250 | 58 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Added to | 2,205 | 57 | 0.03% | 0.03% | 221 | +122 | 5.86% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 2,090 | 54 | 0.0% | 0.01% | 222 | -32,516 | -93.96% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,000 | 51 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,696 | 44 | 0.0% | 0.0% | 224 | -5 | -0.29% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,571 | 40 | 0.0% | 0.0% | 226 | -1,184 | -42.98% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,565 | 40 | 0.0% | 0.01% | 225 | -1,070 | -40.61% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,519 | 39 | 0.0% | — | 227 | +1,519 | New | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 1,500 | 38 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 1,257 | 32 | 0.0% | 0.0% | 229 | +92 | 7.9% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,221 | 31 | 0.0% | 0.0% | 230 | -94 | -7.15% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,124 | 29 | 0.0% | 0.0% | 231 | -967 | -46.25% | Q4 2025 | Feb 06, 2026 |
| Abound Wealth Management | History | New | 1,006 | 26 | 0.01% | — | 232 | +1,006 | New | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,000 | 25 | 0.0% | — | 233 | +974 | 3746.15% | Q4 2025 | Feb 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DV Trading LLC | History | New | 900 | 23 | 0.0% | — | 235 | +900 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 856 | 22 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 769 | 19 | 0.0% | 0.0% | 239 | -398 | -34.1% | Q4 2025 | Feb 12, 2026 |
| MOTCO | History | No change | 756 | 19 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 759 | 19 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Added to | 677 | 17 | 0.0% | 0.0% | 241 | +178 | 35.67% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | No change | 688 | 17 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 652 | 16 | 0.0% | 0.01% | 242 | +2 | 0.31% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 605 | 15 | 0.0% | 0.0% | 244 | +120 | 24.74% | Q4 2025 | Jan 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 593 | 15 | 0.0% | 0.0% | 243 | +95 | 19.08% | Q4 2025 | Feb 02, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 585 | 15 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | Reduced | 567 | 14 | 0.01% | 0.01% | 249 | -387 | -40.57% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 549 | 14 | 0.0% | 0.0% | 246 | +121 | 28.27% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 571 | 14 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Princeton Global Asset Management LLC | History | No change | 550 | 14 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| City State Bank | History | No change | 510 | 13 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 500 | 12 | 0.0% | — | 251 | +500 | New | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | New | 478 | 12 | 0.0% | — | 253 | +478 | New | Q4 2025 | Jan 22, 2026 |
| High Note Wealth, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 455 | 11 | 0.0% | — | 254 | +455 | New | Q4 2025 | Jan 29, 2026 |
| Sunrise Financial Services, LLC | History | New | 421 | 10 | 0.01% | — | 257 | +421 | New | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 412 | 10 | 0.01% | — | 256 | +412 | New | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | No change | 420 | 10 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atlantic Union Bankshares Corp | History | New | 383 | 9 | 0.0% | — | 258 | +383 | New | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | New | 365 | 9 | 0.0% | — | 260 | +365 | New | Q4 2025 | Jan 23, 2026 |
| Raiffeisen Bank International AG | History | No change | 500 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 345 | 8 | 0.0% | — | 262 | +317 | 1132.14% | Q4 2025 | Feb 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 315 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sawyer & Company, Inc | History | No change | 345 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 300 | 7 | 0.0% | — | 265 | +300 | New | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 296 | 7 | 0.0% | 0.0% | 266 | +77 | 35.16% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 285 | 7 | 0.0% | 0.0% | 264 | +16 | 5.95% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 250 | 6 | 0.0% | 0.0% | 269 | +179 | 252.11% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | Added to | 233 | 6 | 0.0% | 0.0% | 267 | +34 | 17.09% | Q4 2025 | Feb 05, 2026 |
| Cheviot Value Management, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aventura Private Wealth, LLC | History | New | 200 | 5 | 0.0% | — | 274 | +200 | New | Q4 2025 | Jan 07, 2026 |
| Spire Wealth Management | History | Reduced | 209 | 5 | 0.0% | 0.0% | 271 | -174 | -45.43% | Q4 2025 | Jan 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 195 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROGCO, LP | History | No change | 215 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hurley Capital, LLC | History | New | 190 | 4 | 0.0% | — | 275 | +190 | New | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 163 | 4 | 0.0% | 0.0% | 276 | -108 | -39.85% | Q4 2025 | Jan 28, 2026 |
| Compass Financial Services Inc | History | Reduced | 144 | 3 | 0.0% | 0.0% | 283 | -262 | -64.53% | Q4 2025 | Feb 27, 2026 |
| TD Waterhouse Canada Inc. | History | New | 123 | 3 | 0.0% | — | 279 | +123 | New | Q4 2025 | Jan 27, 2026 |
| Motiv8 Investments LLC | History | New | 100 | 3 | 0.0% | — | 282 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 138 | 3 | 0.0% | 0.0% | 280 | -33 | -19.3% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 137 | 3 | 0.0% | 0.0% | 278 | -32 | -18.93% | Q4 2025 | Feb 24, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 127 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | No change | 153 | 3 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 98 | 2 | 0.0% | 0.01% | 294 | -550 | -84.88% | Q4 2025 | Jan 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 91 | 2 | 0.0% | 0.0% | 288 | -160 | -63.75% | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | New | 100 | 2 | 0.0% | — | 289 | +100 | New | Q4 2025 | Jan 21, 2026 |
| United Community Bank | History | New | 100 | 2 | 0.0% | — | 295 | +100 | New | Q4 2025 | Jan 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 100 | 2 | 0.0% | — | 296 | +100 | New | Q4 2025 | Jan 27, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 100 | 2 | 0.0% | — | 297 | +100 | New | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 94 | 2 | 0.0% | — | 284 | +94 | New | Q4 2025 | Jan 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 79 | 2 | 0.0% | 0.0% | 287 | -56 | -41.48% | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 80 | 2 | 0.0% | 0.0% | 292 | -56 | -41.18% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 96 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | No change | 95 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stephens Consulting, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 300 | -87 | -62.59% | Q4 2025 | Jan 22, 2026 |
| JNBA Financial Advisors | History | New | 60 | 1 | 0.0% | — | 299 | +60 | New | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 40 | 1 | 0.0% | — | 302 | +40 | New | Q4 2025 | Feb 12, 2026 |
| Bangor Savings Bank | History | No change | 39 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DAGCO, INC. | History | No change | 70 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TSFG, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Analog Century Management LP | History | Closed out | 0 | 0 | — | 4.22% | — | -2,780,953 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 1.73% | — | -620,238 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.11% | — | -527,077 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -412,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BEACONLIGHT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 3.64% | — | -261,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -220,316 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.67% | — | -164,359 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.01% | — | -121,627 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -114,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -87,658 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -40,211 | -100.0% | Q3 2025 | Nov 20, 2025 |
| EAGLE GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -38,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -28,354 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,894 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -22,133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,242 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,223 | -100.0% | Q3 2025 | Jan 13, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -19,192 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 30 | 0 | — | 0.01% | — | -18,825 | -99.84% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,708 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,367 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -15,367 | -100.0% | Q3 2025 | Dec 18, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -15,158 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,474 | -100.0% | Q3 2025 | Oct 27, 2025 |
| West Family Investments, Inc. | History | Closed out | 0 | 0 | — | 12.66% | — | -13,261 | -100.0% | Q3 2025 | Feb 10, 2026 |
| Aspiring Ventures, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,190 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -8,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,425 | -100.0% | Q3 2025 | Feb 24, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,259 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,109 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,982 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,483 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,434 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -7,126 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,102 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -6,972 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Fairscale Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,645 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,095 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,851 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,557 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Peterson Wealth Services | History | Reduced | 37 | 0 | — | 0.0% | — | -1,142 | -96.86% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -460 | -95.63% | Q4 2025 | Feb 02, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -432 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 4 | 0 | — | 0.0% | — | -46 | -92.0% | Q4 2025 | Jan 20, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 16 | 0 | — | 0.0% | — | -39 | -70.91% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Mar 04, 2026 |
| Nemes Rush Group LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Jan 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Mar 03, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Elyxium Wealth, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 05, 2026 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kimelman & Baird, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 25, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Kilter Group LLC | History | Reduced | 13 | 0 | — | — | — | -8 | -38.1% | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -7 | -70.0% | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 23, 2026 |
| SageView Advisory Group, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| SWAN Capital LLC | History | Added to | 33 | 0 | — | — | — | +5 | 17.86% | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 28 | 0 | — | — | — | +4 | 16.67% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 24 | 0 | — | — | — | +2 | 9.09% | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Archer Investment Corp | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New Millennium Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |