STARWOOD PROPERTY TRUST, INC. - STWD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 | 34,846,845 | 627,591 | 0.01% | 0.01% | 1 | +65,170 | 0.19% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 32,798,284 | 590,697 | 0.01% | 0.01% | 2 | -178,080 | -0.54% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 11,524,208 | 212,997 | 0.01% | 0.01% | 3 | +511,981 | 4.65% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 7,614,736 | 137,141 | 0.01% | 0.01% | 4 | -153,970 | -1.98% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,406,419 | 115,453 | 0.01% | 0.01% | 5 | +148,740 | 2.38% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,862,145 | 105,593 | 0.02% | 0.03% | 6 | +16,548 | 0.28% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,335,428 | 96,091 | 0.01% | 0.01% | 7 | -51,930 | -0.96% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 4,936,718 | 88,910 | 0.13% | 0.13% | 8 | +478,640 | 10.74% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 4,174,202 | 75,177 | 0.01% | — | 9 | +4,174,202 | New | Q4 2025 | Feb 10, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,702,935 | 66,689 | 0.78% | 0.35% | 10 | +2,263,856 | 157.31% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,938,404 | 52,920 | 0.0% | 0.0% | 11 | -573,581 | -16.33% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,670,407 | 48,094 | 0.01% | 0.01% | 12 | +16,803 | 0.63% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,640,561 | 47,556 | 0.01% | 0.02% | 13 | -86,843 | -3.18% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,475,175 | 44,577 | 0.01% | 0.01% | 14 | -113,079 | -4.37% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,454,538 | 44,206 | 0.01% | 0.01% | 15 | +37,528 | 1.55% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 2,135,209 | 38,455 | 0.01% | 0.01% | 16 | -243,774 | -10.25% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,933,304 | 34,818 | 0.0% | 0.0% | 17 | +225,324 | 13.19% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 1,746,800 | 31,459 | 0.06% | 0.05% | 18 | +559,600 | 47.14% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,655,008 | 29,806 | 0.03% | 0.05% | 19 | -687,313 | -29.34% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Added to | 1,611,677 | 29,026 | 0.0% | 0.0% | 20 | +203,480 | 14.45% | Q4 2025 | Feb 19, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,425,184 | 25,668 | 0.02% | 0.02% | 21 | +291,611 | 25.72% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,262,070 | 22,729 | 0.03% | 0.04% | 22 | +82,957 | 7.04% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,223,235 | 22,030 | 0.01% | 0.01% | 23 | +160,694 | 15.12% | Q4 2025 | Feb 11, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 1,213,296 | 21,851 | 1.11% | 1.23% | 24 | -31,287 | -2.51% | Q4 2025 | Feb 05, 2026 |
| Portman Square Capital LLP | History | Added to | 1,190,400 | 21,439 | 0.95% | 0.98% | 25 | +47,100 | 4.12% | Q4 2025 | Jan 23, 2026 |
| Nuveen, LLC | History | Reduced | 1,126,953 | 20,296 | 0.01% | 0.01% | 26 | -949,422 | -45.72% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 1,125,000 | 20,261 | 0.03% | 0.03% | 27 | +225,000 | 25.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,033,859 | 18,619 | 0.0% | 0.0% | 28 | -163,335 | -13.64% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 997,907 | 17,972 | 0.01% | 0.02% | 29 | -145,083 | -12.69% | Q4 2025 | Feb 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 917,203 | 16,518 | 1.06% | 1.41% | 30 | -182,961 | -16.63% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 898,722 | 16,185 | 0.01% | 0.01% | 31 | -21,209 | -2.31% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 880,802 | 15,863 | 0.0% | 0.0% | 32 | +880,268 | 164844.19% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 838,925 | 15,109 | 0.0% | 0.0% | 33 | -97,175 | -10.38% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 837,812 | 15,088 | 0.03% | 126.83% | 34 | -572,503 | -40.59% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 784,103 | 14,121 | 0.0% | 0.0% | 35 | +92,851 | 13.43% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 764,268 | 13,764 | 0.02% | 0.02% | 36 | +141,046 | 22.63% | Q4 2025 | Mar 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 762,218 | 13,727 | 0.0% | 0.0% | 37 | -759,957 | -49.93% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 748,743 | 13,484 | 0.01% | 0.01% | 38 | -17,866 | -2.33% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 701,301 | 12,630 | 0.01% | 0.02% | 39 | +68,828 | 10.88% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 687,665 | 12,384 | 0.01% | 0.01% | 40 | +58,300 | 9.26% | Q4 2025 | Feb 12, 2026 |
| NFC Investments, LLC | History | Added to | 683,889 | 12,317 | 3.48% | 3.72% | 41 | +20,277 | 3.06% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 674,462 | 12,147 | 0.03% | 0.03% | 42 | +27,438 | 4.24% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 669,342 | 12,054 | 0.01% | 0.01% | 43 | +4,261 | 0.64% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 606,200 | 10,917 | 0.02% | 0.02% | 44 | +6,400 | 1.07% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 603,908 | 10,876 | 0.01% | 0.01% | 45 | +8,669 | 1.46% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 600,028 | 10,806 | 0.0% | 0.0% | 46 | +10,859 | 1.84% | Q4 2025 | Feb 10, 2026 |
| Seneca House Advisors | History | Added to | 584,842 | 10,533 | 3.94% | 4.27% | 47 | +38,911 | 7.13% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 567,952 | 10,228 | 0.03% | 0.08% | 48 | -506,994 | -47.16% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 553,074 | 9,960 | 0.01% | 0.01% | 49 | -20,354 | -3.55% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 530,575 | 9,555 | 0.03% | 0.04% | 50 | +15,122 | 2.93% | Q4 2025 | Jan 30, 2026 |
| Legal & General Group Plc | History | Reduced | 521,482 | 9,391 | 0.0% | 0.0% | 51 | -143,237 | -21.55% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 500,678 | 9,197 | 0.01% | 0.01% | 52 | +113,245 | 29.23% | Q4 2025 | Jan 08, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Reduced | 500,000 | 9,005 | 0.69% | 1.57% | 53 | -500,000 | -50.0% | Q4 2025 | Feb 10, 2026 |
| Columbus Macro, LLC | History | Added to | 498,841 | 8,984 | 0.98% | 1.0% | 54 | +44,954 | 9.9% | Q4 2025 | Jan 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 494,052 | 8,897 | 0.0% | 0.0% | 55 | +18,051 | 3.79% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 482,800 | 8,695 | 0.0% | 0.01% | 56 | -341,111 | -41.4% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 482,450 | 8,688 | 0.02% | 0.02% | 57 | -126,031 | -20.71% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 478,662 | 8,620 | 0.01% | 0.01% | 58 | -400,000 | -45.52% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 464,616 | 8,367 | 0.0% | 0.0% | 59 | +95,234 | 25.78% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 461,818 | 8,317 | 0.0% | 0.0% | 60 | -35,282 | -7.1% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Added to | 446,342 | 8,038 | 0.0% | 0.0% | 61 | +87,980 | 24.55% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 421,059 | 7,583 | 0.01% | 0.0% | 62 | +343,021 | 439.56% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 417,790 | 7,524 | 0.02% | 0.03% | 63 | +531 | 0.13% | Q4 2025 | Jan 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 372,837 | 6,715 | 0.01% | 0.0% | 64 | +351,534 | 1650.16% | Q4 2025 | Jan 09, 2026 |
| PEAK6 LLC | History | Reduced | 360,572 | 6,493 | 0.01% | 0.02% | 65 | -177,728 | -33.02% | Q4 2025 | Mar 12, 2026 |
| Edgestream Partners, L.P. | History | Added to | 353,842 | 6,372 | 0.18% | 0.05% | 66 | +267,298 | 308.86% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 334,479 | 6,023 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 332,083 | 5,980 | 0.01% | 0.01% | 68 | +12,584 | 3.94% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 316,141 | 5,693 | 0.0% | 0.0% | 69 | -373,870 | -54.18% | Q4 2025 | Mar 25, 2026 |
| SkyOak Wealth, LLC | History | Added to | 313,143 | 5,639 | 1.01% | 1.03% | 70 | +31,415 | 11.15% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 277,154 | 4,991 | 0.0% | — | 71 | +277,154 | New | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | No change | 275,118 | 4,954 | 0.03% | 0.04% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 274,562 | 4,944 | 0.62% | 0.79% | 73 | -11,991 | -4.18% | Q4 2025 | Feb 13, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 271,257 | 4,885 | 0.29% | 0.35% | 74 | -29,400 | -9.78% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 264,095 | 4,756 | 0.01% | 0.01% | 75 | -30,174 | -10.25% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 260,666 | 4,695 | 0.0% | 0.0% | 76 | +13,706 | 5.55% | Q4 2025 | Feb 17, 2026 |
| Grange Capital, LLC | History | Added to | 256,867 | 4,626 | 4.44% | 4.53% | 77 | +14,870 | 6.14% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 256,462 | 4,618 | 0.0% | — | 78 | +256,462 | New | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 253,634 | 4,568 | 0.21% | 0.21% | 79 | +24,968 | 10.92% | Q4 2025 | Feb 13, 2026 |
| Argosy-Lionbridge Management, LLC | History | Added to | 251,250 | 4,527 | 2.86% | 1.31% | 80 | +148,684 | 144.96% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 250,529 | 4,512 | 0.01% | 0.01% | 81 | +43,789 | 21.18% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 239,228 | 4,310 | 0.02% | — | 82 | +239,228 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 237,994 | 4,286 | 0.02% | 0.03% | 83 | +8,024 | 3.49% | Q4 2025 | Feb 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 234,633 | 4,226 | 0.01% | 0.01% | 84 | -77,290 | -24.78% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 228,784 | 4,120 | 0.01% | 0.01% | 85 | -197,700 | -46.36% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 226,945 | 4,087 | 0.11% | — | 86 | +226,945 | New | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 219,231 | 3,948 | 0.12% | 0.03% | 87 | +178,593 | 439.47% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 214,868 | 3,869 | 0.01% | 0.0% | 88 | +166,804 | 347.05% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 210,699 | 3,794 | 0.04% | 0.06% | 89 | +24,669 | 13.26% | Q4 2025 | Jan 29, 2026 |
| Twin Tree Management, LP | History | Reduced | 210,000 | 3,782 | 0.03% | 0.13% | 90 | -1,399,900 | -86.96% | Q4 2025 | Feb 11, 2026 |
| GFS Advisors, LLC | History | Added to | 206,795 | 3,724 | 0.44% | 0.24% | 91 | +108,980 | 111.41% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 203,416 | 3,663 | 0.0% | 0.0% | 92 | -21,345 | -9.5% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 202,704 | 3,650 | 0.02% | 0.02% | 93 | +5,703 | 2.89% | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 200,107 | 3,603 | 0.21% | 0.33% | 94 | -3,995 | -1.96% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 199,404 | 3,591 | 0.0% | 0.01% | 95 | -16,264 | -7.54% | Q4 2025 | Mar 09, 2026 |
| Truvestments Capital LLC | History | Reduced | 195,105 | 3,513 | 0.64% | 0.69% | 96 | -3,402 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 194,524 | 3,503 | 0.27% | 0.3% | 97 | -4,939 | -2.48% | Q4 2025 | Feb 10, 2026 |
| Waterloo Capital, L.P. | History | Added to | 191,611 | 3,450 | 0.25% | 0.27% | 98 | +5,197 | 2.79% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 187,797 | 3,382 | 0.06% | 0.07% | 99 | +18,121 | 10.68% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Added to | 168,197 | 3,338 | 0.01% | 0.01% | 100 | +328 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 181,676 | 3,271 | 1.15% | 0.91% | 101 | +70,767 | 63.81% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 177,857 | 3,203 | 0.0% | 0.0% | 102 | +14,082 | 8.6% | Q4 2025 | Feb 12, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 175,247 | 3,156 | 0.33% | 0.43% | 103 | -31,162 | -15.1% | Q4 2025 | Jan 29, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 173,130 | 3,118 | 1.38% | 1.56% | 104 | -780 | -0.45% | Q4 2025 | Feb 04, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 170,059 | 3,062 | 0.01% | 0.02% | 105 | -7,331 | -4.13% | Q4 2025 | Feb 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 162,095 | 2,919 | 0.01% | 0.0% | 106 | -3,218 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 161,873 | 2,915 | 0.03% | — | 107 | +161,873 | New | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 161,328 | 2,905 | 0.36% | 0.43% | 108 | -2,397 | -1.46% | Q4 2025 | Jan 26, 2026 |
| Walleye Trading LLC | History | Reduced | 158,400 | 2,852 | 0.0% | 0.01% | 109 | -39,000 | -19.76% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 157,748 | 2,840 | 0.0% | 0.0% | 110 | +18,000 | 12.88% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 154,323 | 2,779 | 0.07% | 0.13% | 111 | -42,712 | -21.68% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 153,530 | 2,765 | 0.02% | 0.02% | 112 | -3,791 | -2.41% | Q4 2025 | Feb 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 153,456 | 2,763 | 0.0% | 0.0% | 113 | -1,420 | -0.92% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 151,562 | 2,729 | 0.07% | 0.07% | 114 | +12,068 | 8.65% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 150,500 | 2,710 | 0.0% | 0.0% | 115 | -17,254 | -10.29% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 147,292 | 2,652 | 0.02% | 0.02% | 116 | -2,345 | -1.57% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 146,291 | 2,634 | 0.03% | 0.03% | 117 | +12,973 | 9.73% | Q4 2025 | Feb 02, 2026 |
| GraniteShares Advisors LLC | History | New | 145,320 | 2,617 | 1.59% | — | 118 | +145,320 | New | Q4 2025 | Jan 27, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 144,874 | 2,609 | 0.03% | 0.03% | 119 | -14,508 | -9.1% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 144,858 | 2,609 | 0.01% | 0.01% | 120 | -10,583 | -6.81% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | Added to | 144,508 | 2,603 | 0.01% | 0.01% | 121 | +3,553 | 2.52% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 143,207 | 2,579 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 137,820 | 2,482 | 0.0% | 0.01% | 123 | -19,361 | -12.32% | Q4 2025 | Feb 18, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 137,551 | 2,477 | 0.01% | — | 124 | +137,551 | New | Q4 2025 | Feb 12, 2026 |
| AVENIR CORP | History | Added to | 136,758 | 2,463 | 0.27% | 0.26% | 125 | +8,920 | 6.98% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 136,201 | 2,454 | 0.0% | 0.0% | 126 | +6,352 | 4.89% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 135,420 | 2,438 | 0.17% | 0.13% | 127 | +38,867 | 40.25% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Reduced | 132,588 | 2,387 | 0.0% | 0.0% | 128 | -17,753 | -11.81% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 130,277 | 2,346 | 0.01% | 0.01% | 129 | -12,099 | -8.5% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 127,836 | 2,302 | 0.0% | 0.0% | 130 | -1,782 | -1.37% | Q4 2025 | Jan 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 122,265 | 2,227 | 0.02% | 0.03% | 131 | -750 | -0.61% | Q4 2025 | Jan 21, 2026 |
| Squarepoint Ops LLC | History | Reduced | 122,043 | 2,197 | 0.0% | 0.0% | 132 | -54,598 | -30.91% | Q4 2025 | Feb 13, 2026 |
| Premier Fund Managers Ltd | History | No change | 115,000 | 2,139 | 0.12% | 0.09% | 133 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 118,750 | 2,129 | 0.01% | 0.01% | 134 | -5,086 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 117,894 | 2,123 | 0.0% | 0.0% | 135 | -112 | -0.09% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 113,372 | 2,096 | 0.1% | 0.12% | 136 | +28,729 | 33.94% | Q4 2025 | Feb 12, 2026 |
| SIG BROKERAGE, LP | History | No change | 115,400 | 2,078 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 114,603 | 2,064 | 0.0% | 0.0% | 138 | -245,202 | -68.15% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 111,163 | 2,055 | 0.05% | 0.06% | 139 | -782 | -0.7% | Q4 2025 | Feb 17, 2026 |
| Aljian Capital Management, LLC | History | No change | 112,633 | 2,028 | 0.4% | 0.44% | 140 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 112,141 | 2,020 | 0.0% | 0.0% | 141 | +26,515 | 30.97% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 111,872 | 2,014 | 0.03% | 0.03% | 142 | +27,229 | 32.17% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 111,614 | 2,010 | 0.01% | 0.0% | 143 | +24,471 | 28.08% | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 111,557 | 2,009 | 0.01% | 0.01% | 144 | -3,957 | -3.43% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 111,071 | 2,000 | 0.04% | 0.03% | 145 | +22,477 | 25.37% | Q4 2025 | Feb 11, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 109,007 | 1,963 | 0.59% | 0.71% | 146 | -17,028 | -13.51% | Q4 2025 | Feb 17, 2026 |
| Neo Ivy Capital Management | History | Added to | 108,371 | 1,951 | 0.31% | 0.15% | 147 | +77,371 | 249.58% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 107,774 | 1,941 | 0.0% | 0.0% | 148 | +9,029 | 9.14% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 106,526 | 1,918 | 0.03% | 0.04% | 149 | +17,577 | 19.76% | Q4 2025 | Feb 09, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 104,273 | 1,877 | 0.94% | 1.07% | 150 | +1,194 | 1.16% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 100,924 | 1,817 | 0.0% | 0.0% | 151 | -28,349 | -21.93% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Added to | 99,236 | 1,787 | 0.01% | 0.01% | 152 | +25,290 | 34.2% | Q4 2025 | Feb 13, 2026 |
| Collar Capital Management, LLC | History | Added to | 99,151 | 1,785 | 1.19% | 1.33% | 153 | +1,405 | 1.44% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Added to | 97,268 | 1,751 | 0.01% | 0.01% | 154 | +1,228 | 1.28% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 96,300 | 1,734 | 0.03% | 0.03% | 155 | +200 | 0.21% | Q4 2025 | Jan 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 95,979 | 1,728 | 0.0% | 0.0% | 156 | -6,349 | -6.2% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 93,783 | 1,689 | 0.0% | 0.0% | 157 | +13,336 | 16.58% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 92,971 | 1,674 | 0.02% | 0.02% | 158 | +14,005 | 17.74% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 92,120 | 1,659 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SlateStone Wealth, LLC | History | Added to | 91,927 | 1,656 | 0.14% | 0.15% | 160 | +2,850 | 3.2% | Q4 2025 | Feb 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 87,700 | 1,579 | 0.19% | 0.24% | 161 | -6,650 | -7.05% | Q4 2025 | Jan 07, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 87,582 | 1,577 | 0.18% | 0.23% | 163 | -12,296 | -12.31% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 87,604 | 1,577 | 0.09% | 0.11% | 162 | -10,551 | -10.75% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 87,216 | 1,570 | 0.0% | 0.0% | 164 | -2,307 | -2.58% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 87,112 | 1,568 | 0.01% | 0.01% | 165 | -1,460 | -1.65% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 84,192 | 1,562 | 0.05% | 0.04% | 166 | +15,381 | 22.35% | Q4 2025 | Jan 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 86,034 | 1,549 | 0.0% | 0.0% | 167 | +7,608 | 9.7% | Q4 2025 | Jan 27, 2026 |
| WINTON GROUP Ltd | History | New | 84,581 | 1,523 | 0.05% | — | 168 | +84,581 | New | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 82,300 | 1,482 | 0.01% | 0.01% | 169 | +100 | 0.12% | Q4 2025 | Jan 29, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 81,040 | 1,459 | 0.26% | 0.29% | 170 | +4,614 | 6.04% | Q4 2025 | Feb 06, 2026 |
| Cercano Management LLC | History | No change | 79,029 | 1,423 | 0.05% | 0.06% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 78,654 | 1,416 | 0.0% | 0.02% | 172 | -977,486 | -92.55% | Q4 2025 | Feb 13, 2026 |
| Oak Thistle LLC | History | Reduced | 78,597 | 1,415 | 0.2% | 0.26% | 173 | -10,812 | -12.09% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 77,885 | 1,402 | 0.02% | 0.02% | 174 | +962 | 1.25% | Q4 2025 | Feb 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 77,197 | 1,390 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bramshill Investments, LLC | History | Added to | 76,309 | 1,374 | 0.08% | 0.1% | 176 | +562 | 0.74% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 74,400 | 1,370 | 0.01% | 0.01% | 177 | +5,500 | 7.98% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 75,948 | 1,367 | 0.01% | 0.01% | 178 | +5,177 | 7.32% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 75,570 | 1,360 | 0.02% | 0.02% | 179 | +466 | 0.62% | Q4 2025 | Feb 02, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 72,899 | 1,312 | 0.5% | 0.56% | 180 | -2,520 | -3.34% | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | New | 72,206 | 1,300 | 0.05% | — | 181 | +72,206 | New | Q4 2025 | Feb 23, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 71,906 | 1,295 | 0.27% | 0.31% | 182 | -2,312 | -3.12% | Q4 2025 | Feb 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 71,800 | 1,293 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Almitas Capital LLC | History | New | 71,000 | 1,278 | 0.28% | — | 184 | +71,000 | New | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 69,542 | 1,252 | 0.06% | 0.1% | 185 | +16,745 | 31.72% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 69,274 | 1,247 | 0.02% | 0.02% | 186 | -200 | -0.29% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 68,722 | 1,237 | 0.01% | 0.01% | 187 | -2,583 | -3.62% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 68,069 | 1,225 | 0.02% | 0.02% | 188 | +12,213 | 21.87% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 67,957 | 1,223 | 0.01% | 0.01% | 189 | +7 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 67,002 | 1,206 | 0.02% | 0.02% | 190 | -2,153 | -3.11% | Q4 2025 | Jan 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 65,198 | 1,174 | 0.04% | 0.04% | 191 | -894 | -1.35% | Q4 2025 | Feb 11, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 64,530 | 1,162 | 0.15% | 0.08% | 192 | +31,821 | 97.29% | Q4 2025 | Jan 15, 2026 |
| Register Financial Advisors LLC | History | Reduced | 64,473 | 1,161 | 0.45% | 0.49% | 193 | -233 | -0.36% | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 62,254 | 1,158 | 0.0% | 0.02% | 194 | -145,560 | -70.04% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 64,082 | 1,154 | 0.01% | 0.02% | 195 | +4,610 | 7.75% | Q4 2025 | Jan 23, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 62,528 | 1,126 | 0.08% | 0.06% | 196 | +16,690 | 36.41% | Q4 2025 | Feb 20, 2026 |
| Cerity Partners LLC | History | Added to | 62,305 | 1,122 | 0.0% | 0.0% | 197 | +29,180 | 88.09% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 59,477 | 1,071 | 0.05% | 0.06% | 198 | +887 | 1.51% | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 58,815 | 1,059 | 0.01% | 0.01% | 199 | +39,012 | 197.0% | Q4 2025 | Feb 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 55,725 | 1,030 | 0.09% | 0.1% | 200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aubrey Capital Management Ltd | History | Added to | 53,600 | 994 | 0.39% | 0.3% | 201 | +6,000 | 12.61% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 54,761 | 986 | 0.05% | 0.04% | 202 | +11,733 | 27.27% | Q4 2025 | Jan 20, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 54,536 | 982 | 0.0% | 0.0% | 203 | +7,548 | 16.06% | Q4 2025 | Jan 29, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 53,005 | 955 | 0.06% | 0.07% | 204 | -6,817 | -11.4% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 52,962 | 953 | 0.03% | 0.04% | 205 | -6,565 | -11.03% | Q4 2025 | Jan 12, 2026 |
| Jefferies Financial Group Inc. | History | New | 51,587 | 929 | 0.0% | — | 206 | +51,587 | New | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 51,597 | 929 | 0.0% | 0.01% | 207 | -9,614 | -15.71% | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 51,562 | 928 | 0.21% | 0.23% | 208 | +976 | 1.93% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 49,834 | 897 | 0.0% | 0.0% | 209 | -13,996 | -21.93% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 49,262 | 887 | 0.01% | 0.01% | 210 | -4,792 | -8.87% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 47,932 | 886 | 0.0% | 0.0% | 211 | +877 | 1.86% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 47,432 | 854 | 0.0% | 0.0% | 212 | +600 | 1.28% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 47,408 | 853 | 0.01% | 0.02% | 213 | -44,138 | -48.21% | Q4 2025 | Feb 02, 2026 |
| Ethic Inc. | History | Reduced | 47,253 | 851 | 0.01% | 0.02% | 214 | -8,196 | -14.78% | Q4 2025 | Feb 03, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 46,350 | 834 | 0.04% | 0.08% | 215 | -34,999 | -43.02% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 46,296 | 833 | 0.0% | 0.01% | 216 | -64,838 | -58.34% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 46,128 | 830 | 0.01% | 0.02% | 217 | -5,987 | -11.49% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | New | 46,037 | 829 | 0.01% | — | 218 | +46,037 | New | Q4 2025 | Feb 03, 2026 |
| MidFirst Bank | History | New | 46,000 | 828 | 0.07% | — | 219 | +46,000 | New | Q4 2025 | Feb 25, 2026 |
| US BANCORP \DE\ | History | Added to | 45,696 | 822 | 0.0% | 0.0% | 220 | +12,072 | 35.9% | Q4 2025 | Jan 30, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 45,667 | 822 | 0.34% | 0.37% | 221 | -1,528 | -3.24% | Q4 2025 | Feb 17, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 44,567 | 802 | 0.37% | 0.41% | 223 | -1,311 | -2.86% | Q4 2025 | Jan 14, 2026 |
| WealthTrust Axiom LLC | History | Added to | 44,543 | 802 | 0.21% | 0.23% | 222 | +1,160 | 2.67% | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | Reduced | 44,420 | 800 | 0.15% | 0.27% | 224 | -20,767 | -31.86% | Q4 2025 | Jan 05, 2026 |
| NEOS Investment Management LLC | History | Added to | 44,441 | 800 | 0.0% | 0.0% | 225 | +13,420 | 43.26% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 42,991 | 794 | 0.0% | 0.02% | 226 | -1,098,277 | -96.23% | Q4 2025 | Feb 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 43,877 | 790 | 0.19% | — | 227 | +43,877 | New | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | Reduced | 43,284 | 779 | 0.17% | 0.2% | 228 | -1,050 | -2.37% | Q4 2025 | Jan 23, 2026 |
| Accel Wealth Management | History | Added to | 42,524 | 765 | 0.21% | 0.24% | 229 | +501 | 1.19% | Q4 2025 | Jan 20, 2026 |
| WJ Financial Advisors LLC | History | Added to | 42,125 | 758 | 0.68% | 0.45% | 230 | +18,189 | 75.99% | Q4 2025 | Feb 02, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 41,700 | 751 | 0.77% | 0.69% | 231 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 41,630 | 749 | 0.0% | 0.0% | 232 | -24,640 | -37.18% | Q4 2025 | Feb 24, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 41,600 | 749 | 0.06% | 0.1% | 233 | -24,100 | -36.68% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 41,534 | 748 | 0.01% | 0.01% | 234 | -7,064 | -14.54% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 40,643 | 731 | 0.0% | 0.0% | 235 | -8,702 | -17.64% | Q4 2025 | Feb 13, 2026 |
| Carson Advisory Inc. | History | Reduced | 40,457 | 728 | 0.38% | 0.44% | 236 | -1,700 | -4.03% | Q4 2025 | Feb 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 39,488 | 711 | 0.05% | 0.06% | 237 | -7,999 | -16.84% | Q4 2025 | Feb 13, 2026 |
| Callodine Capital Management, LP | History | No change | 39,360 | 708 | 0.06% | 0.07% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OmniStar Financial Group, Inc. | History | New | 38,480 | 693 | 0.41% | — | 239 | +38,480 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 38,068 | 685 | 0.01% | 0.01% | 240 | -1,122 | -2.86% | Q4 2025 | Jan 14, 2026 |
| Red Spruce Capital, LLC | History | Added to | 37,123 | 668 | 0.27% | 0.26% | 241 | +3,648 | 10.9% | Q4 2025 | Jan 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,608 | 659 | 0.01% | 0.01% | 242 | +631 | 1.75% | Q4 2025 | Feb 02, 2026 |
| InTrack Investment Management Inc | History | Added to | 36,287 | 653 | 0.37% | 0.41% | 243 | +361 | 1.0% | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 35,842 | 645 | 0.04% | 0.06% | 244 | +2,236 | 6.65% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 34,509 | 621 | 0.01% | 0.01% | 245 | -2,630 | -7.08% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Group, LLC | History | Added to | 34,306 | 617 | 0.05% | 0.05% | 246 | +4,751 | 16.08% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 34,191 | 615 | 0.02% | 0.02% | 247 | -5,290 | -13.4% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 34,118 | 612 | 0.0% | 0.0% | 248 | -16,348 | -32.39% | Q4 2025 | Feb 13, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 33,660 | 606 | 0.01% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,435 | 602 | 0.0% | 0.0% | 250 | +2,365 | 7.61% | Q4 2025 | Feb 02, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 32,480 | 584 | 0.39% | 0.43% | 251 | -452 | -1.37% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | New | 31,666 | 570 | 0.01% | — | 252 | +31,666 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 31,608 | 569 | 0.0% | — | 253 | +31,608 | New | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,193 | 561 | 0.01% | 0.01% | 254 | +7,134 | 29.65% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Reduced | 30,210 | 554 | 0.01% | 0.04% | 255 | -128,945 | -81.02% | Q4 2025 | Jan 26, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 30,735 | 553 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Miller Global Investments, LLC | History | New | 30,569 | 550 | 0.5% | — | 257 | +30,569 | New | Q4 2025 | Jan 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 30,065 | 541 | 0.01% | 0.02% | 258 | -11,869 | -28.3% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 28,842 | 533 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 28,637 | 529 | 0.29% | 0.33% | 260 | -200 | -0.69% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 29,100 | 524 | 0.0% | 0.0% | 261 | +1,032 | 3.68% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 28,741 | 517 | 0.0% | 0.0% | 262 | +2,435 | 9.26% | Q4 2025 | Jan 28, 2026 |
| Bank OZK | History | No change | 28,700 | 516 | 0.18% | 0.2% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 28,406 | 511 | 0.0% | 0.0% | 264 | +13,092 | 85.49% | Q4 2025 | Feb 12, 2026 |
| SVRN Asset Management, LLC | History | New | 28,200 | 507 | 0.42% | — | 265 | +28,200 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 28,107 | 506 | 0.01% | 0.0% | 266 | +25,695 | 1065.3% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | New | 28,062 | 505 | 0.01% | — | 267 | +28,062 | New | Q4 2025 | Mar 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 27,993 | 504 | 0.0% | 0.0% | 268 | -2,836 | -9.2% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | Reduced | 27,624 | 497 | 0.2% | 0.24% | 269 | -781 | -2.75% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 27,508 | 495 | 0.0% | 0.0% | 270 | +6,016 | 27.99% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 27,442 | 494 | 0.0% | 0.0% | 271 | -6,202 | -18.43% | Q4 2025 | Feb 06, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | New | 27,240 | 490 | 0.24% | — | 272 | +27,240 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 27,083 | 487 | 0.01% | 0.01% | 273 | -2,196 | -7.5% | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 27,025 | 486 | 0.0% | 0.0% | 274 | -1,650 | -5.75% | Q4 2025 | Jan 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 26,650 | 479 | 0.02% | 0.02% | 275 | +1,609 | 6.43% | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 25,309 | 455 | 0.02% | 0.01% | 276 | -537 | -2.08% | Q4 2025 | Feb 04, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 25,105 | 452 | 0.2% | 0.22% | 277 | +1,125 | 4.69% | Q4 2025 | Jan 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 24,575 | 442 | 0.19% | 0.19% | 278 | +1,200 | 5.13% | Q4 2025 | Feb 06, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 24,575 | 442 | 0.05% | 0.05% | 279 | -132 | -0.53% | Q4 2025 | Jan 20, 2026 |
| Wealth Quarterback LLC | History | Reduced | 24,410 | 439 | 0.16% | 0.18% | 280 | -93 | -0.38% | Q4 2025 | Jan 15, 2026 |
| COMMERCE BANK | History | Added to | 23,293 | 419 | 0.0% | 0.0% | 281 | +1,495 | 6.86% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 23,229 | 418 | 0.01% | 0.02% | 283 | -6,821 | -22.7% | Q4 2025 | Jan 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 23,233 | 418 | 0.01% | 0.01% | 282 | -961 | -3.97% | Q4 2025 | Feb 13, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 23,179 | 417 | 0.1% | 0.17% | 284 | -11,008 | -32.2% | Q4 2025 | Jan 29, 2026 |
| LDR Capital Management LLC | History | Reduced | 22,851 | 411 | 0.57% | 0.73% | 285 | -2,816 | -10.97% | Q4 2025 | Jan 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 22,664 | 408 | 0.0% | 0.0% | 286 | -65,342 | -74.25% | Q4 2025 | Feb 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 22,568 | 406 | 0.29% | 0.32% | 287 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 22,422 | 404 | 0.0% | 0.0% | 288 | -10,960 | -32.83% | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | Reduced | 22,341 | 402 | 0.03% | 0.06% | 289 | -1,384 | -5.83% | Q4 2025 | Jan 21, 2026 |
| DoubleLine ETF Adviser LP | History | Added to | 22,346 | 402 | 0.12% | 0.13% | 290 | +716 | 3.31% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 22,178 | 399 | 0.0% | 0.01% | 291 | -7,991 | -26.49% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,123 | 398 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 21,990 | 396 | 0.0% | 0.0% | 293 | +1,500 | 7.32% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 21,895 | 394 | 0.01% | 0.02% | 294 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFC Advisors LLC | History | Reduced | 21,294 | 383 | 0.06% | 0.13% | 296 | -14,132 | -39.89% | Q4 2025 | Feb 12, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 21,310 | 383 | 0.14% | 0.2% | 295 | -8,429 | -28.34% | Q4 2025 | Jan 30, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 21,000 | 378 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Amundi | History | New | 20,722 | 373 | 0.0% | — | 298 | +20,722 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 20,602 | 371 | 0.0% | 0.0% | 299 | -30,550 | -59.72% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,497 | 369 | 0.01% | 0.01% | 300 | +1,288 | 6.71% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 19,743 | 355 | 0.01% | 0.01% | 301 | +2,591 | 15.11% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 19,558 | 352 | 0.0% | 0.0% | 302 | -11,769 | -37.57% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 19,464 | 350 | 0.01% | — | 303 | +19,464 | New | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | No change | 19,268 | 347 | 0.07% | 0.08% | 304 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 19,248 | 346 | 0.04% | 0.05% | 305 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 19,123 | 344 | 0.01% | 0.01% | 306 | -599 | -3.04% | Q4 2025 | Feb 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 17,596 | 340 | 0.05% | 0.06% | 307 | -2,249 | -11.33% | Q4 2025 | Jan 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,457 | 332 | 0.0% | 0.0% | 308 | +1,681 | 10.02% | Q4 2025 | Jan 05, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 18,300 | 329 | 0.09% | 0.1% | 309 | -100 | -0.54% | Q4 2025 | Jan 23, 2026 |
| MQS Management LLC | History | New | 18,208 | 327 | 0.19% | — | 310 | +18,208 | New | Q4 2025 | Feb 09, 2026 |
| Utah Retirement Systems | History | No change | 18,156 | 326 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,882 | 322 | 0.0% | 0.0% | 312 | +4,679 | 35.44% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 17,849 | 321 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 17,800 | 320 | 0.05% | 0.05% | 314 | -460 | -2.52% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,742 | 319 | 0.0% | 0.0% | 315 | +7,452 | 72.42% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | New | 17,350 | 312 | 0.0% | — | 316 | +17,350 | New | Q4 2025 | Jan 27, 2026 |
| Boxwood Ventures, Inc. | History | New | 16,793 | 310 | 0.31% | — | 318 | +16,793 | New | Q4 2025 | Feb 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 17,235 | 310 | 0.09% | 0.1% | 317 | -70 | -0.4% | Q4 2025 | Feb 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 16,565 | 298 | 0.25% | 0.29% | 319 | -815 | -4.69% | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 16,126 | 290 | 0.0% | 0.0% | 320 | +2,115 | 15.1% | Q4 2025 | Feb 06, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 16,055 | 289 | 0.09% | 0.11% | 321 | -2,150 | -11.81% | Q4 2025 | Jan 27, 2026 |
| Swiss Life Asset Management Ltd | History | New | 15,930 | 286 | 0.0% | — | 323 | +15,930 | New | Q4 2025 | Feb 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 15,900 | 286 | 0.0% | — | 322 | +15,900 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | No change | 15,344 | 276 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 15,050 | 271 | 0.02% | 0.02% | 325 | -1,300 | -7.95% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 14,771 | 266 | 0.02% | 0.02% | 326 | -2,870 | -16.27% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,632 | 263 | 0.0% | 0.0% | 327 | -5,226 | -26.32% | Q4 2025 | Feb 03, 2026 |
| Limestone Investment Advisors LP | History | No change | 250,000 | 261 | 0.03% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,125 | 254 | 0.0% | 0.0% | 329 | -2,257 | -13.78% | Q4 2025 | Feb 10, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 14,007 | 252 | 0.1% | 0.11% | 330 | -3,110 | -18.17% | Q4 2025 | Jan 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 13,952 | 251 | 0.0% | 0.0% | 332 | -3,002 | -17.71% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,961 | 251 | 0.0% | 0.0% | 331 | -719 | -4.9% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 13,950 | 251 | 0.03% | 0.04% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,860 | 249 | 0.0% | 0.0% | 334 | +450 | 3.36% | Q4 2025 | Feb 18, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,712 | 247 | 0.01% | 0.01% | 335 | -246 | -1.76% | Q4 2025 | Feb 12, 2026 |
| Westmount Partners, LLC | History | Added to | 13,675 | 246 | 0.06% | 0.07% | 336 | +96 | 0.71% | Q4 2025 | Jan 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 13,561 | 244 | 0.01% | 0.02% | 338 | -13,659 | -50.18% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,555 | 244 | 0.0% | 0.0% | 337 | -1,708 | -11.19% | Q4 2025 | Feb 17, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 13,399 | 241 | 0.15% | 0.28% | 340 | -7,309 | -35.3% | Q4 2025 | Jan 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 13,386 | 241 | 0.01% | 0.01% | 339 | +22 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Whalen Wealth Management Inc. | History | New | 13,132 | 236 | 0.13% | — | 341 | +13,132 | New | Q4 2025 | Jan 20, 2026 |
| NOMURA HOLDINGS INC | History | New | 13,000 | 234 | 0.0% | — | 342 | +13,000 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Trust Company, N.A | History | Added to | 12,805 | 230 | 0.12% | 0.12% | 343 | +2,075 | 19.34% | Q4 2025 | Feb 13, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 12,706 | 228 | 0.1% | 0.08% | 345 | -1,946 | -13.28% | Q4 2025 | Feb 12, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 12,660 | 228 | 0.05% | 0.05% | 344 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Carnegie Investment Counsel | History | No change | 12,475 | 224 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Dakota State Investment Board | History | New | 12,288 | 221 | 0.01% | — | 347 | +12,288 | New | Q4 2025 | Feb 05, 2026 |
| COFG Advisors, LLC | History | New | 12,180 | 219 | 0.05% | — | 348 | +12,180 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 12,074 | 217 | 0.0% | 0.0% | 349 | -3,893 | -24.38% | Q4 2025 | Feb 17, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 12,038 | 216 | 0.15% | 0.16% | 350 | -711 | -5.58% | Q4 2025 | Feb 04, 2026 |
| DRW Securities, LLC | History | New | 11,961 | 215 | 0.01% | — | 351 | +11,961 | New | Q4 2025 | Feb 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,961 | 215 | 0.08% | 0.1% | 352 | -762 | -5.99% | Q4 2025 | Jan 08, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,667 | 210 | 0.0% | 0.0% | 353 | -13,853 | -54.28% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,331 | 209 | 0.0% | 0.01% | 354 | -3,408 | -23.12% | Q4 2025 | Jan 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 11,569 | 208 | 0.0% | 0.0% | 355 | +316 | 2.81% | Q4 2025 | Feb 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 11,339 | 204 | 0.0% | 0.0% | 357 | -31,129 | -73.3% | Q4 2025 | Jan 28, 2026 |
| Kingstone Capital Partners Texas, LLC | History | New | 11,330 | 204 | 0.12% | — | 359 | +11,330 | New | Q4 2025 | Feb 03, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 11,370 | 204 | 0.0% | 0.0% | 356 | -361 | -3.08% | Q4 2025 | Jan 30, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 11,362 | 204 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Reduced | 11,229 | 202 | 0.03% | 0.04% | 360 | -316 | -2.74% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 11,212 | 201 | 0.04% | 0.05% | 362 | +1,011 | 9.91% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Reduced | 10,807 | 201 | 0.0% | 0.0% | 361 | -559 | -4.92% | Q4 2025 | Jan 23, 2026 |
| RiverFront Investment Group, LLC | History | No change | 11,100 | 199 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Crumly & Associates Inc. | History | No change | 10,962 | 197 | 0.04% | 0.05% | 364 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 10,840 | 195 | 0.0% | 0.0% | 365 | -591 | -5.17% | Q4 2025 | Mar 20, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 10,849 | 195 | 0.07% | 0.07% | 366 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | New | 10,823 | 194 | 0.0% | — | 367 | +10,823 | New | Q4 2025 | Jan 30, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 10,718 | 193 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,617 | 191 | 0.01% | 0.01% | 369 | -4,279 | -28.73% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | No change | 10,500 | 189 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Corps Capital Advisors, LLC | History | No change | 10,507 | 189 | 0.2% | 0.31% | 371 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Left Brain Wealth Management, LLC | History | Reduced | 10,450 | 188 | 0.07% | 0.07% | 374 | -1,500 | -12.55% | Q4 2025 | Feb 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,488 | 188 | 0.0% | 0.0% | 372 | -303 | -2.81% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | No change | 10,454 | 188 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,421 | 187 | 0.0% | 0.0% | 375 | -75 | -0.71% | Q4 2025 | Feb 18, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 10,140 | 183 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,044 | 180 | 0.01% | — | 378 | +10,044 | New | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 10,000 | 180 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,450 | 179 | 0.0% | 0.0% | 379 | -478 | -4.37% | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | No change | 9,900 | 178 | 0.04% | 0.05% | 380 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 9,100 | 163 | 0.02% | 0.02% | 381 | +5,100 | 127.5% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Added to | 9,047 | 162 | 0.01% | 0.02% | 382 | +47 | 0.52% | Q4 2025 | Jan 16, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 8,625 | 155 | 0.06% | 0.07% | 383 | +650 | 8.15% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 8,316 | 149 | 0.0% | — | 385 | +8,316 | New | Q4 2025 | Feb 05, 2026 |
| STRS OHIO | History | Added to | 8,282 | 149 | 0.0% | 0.0% | 384 | +15 | 0.18% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,020 | 144 | 0.01% | 0.01% | 386 | +16 | 0.2% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,921 | 128 | 0.0% | 0.01% | 387 | -227 | -3.18% | Q4 2025 | Feb 13, 2026 |
| Skaana Management L.P. | History | No change | 6,500 | 117 | 0.04% | 0.03% | 388 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 6,116 | 110 | 0.0% | 0.0% | 389 | -64 | -1.04% | Q4 2025 | Feb 05, 2026 |
| AlphaQuest LLC | History | Reduced | 6,087 | 109 | 0.01% | 0.01% | 390 | -3,003 | -33.04% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,993 | 107 | 0.0% | 0.0% | 391 | +50 | 0.84% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 5,500 | 99 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,460 | 98 | 0.01% | 0.0% | 393 | +4,486 | 460.57% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 5,324 | 97 | 0.0% | 0.0% | 394 | +2,570 | 93.32% | Q4 2025 | Jan 26, 2026 |
| Holos Integrated Wealth LLC | History | No change | 5,236 | 96 | 0.05% | 0.06% | 395 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 5,309 | 95 | 0.0% | 0.0% | 396 | -1,690 | -24.15% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 5,211 | 93 | 0.0% | 0.0% | 397 | -347 | -6.24% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,005 | 90 | 0.0% | 0.0% | 398 | +1,562 | 45.37% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 5,045 | 90 | 0.0% | 0.0% | 399 | +792 | 18.62% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,872 | 87 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,718 | 84 | 0.0% | 0.0% | 402 | +1,553 | 49.07% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,691 | 84 | 0.0% | 0.0% | 401 | +583 | 14.19% | Q4 2025 | Feb 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 4,500 | 81 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Covestor Ltd | History | Reduced | 4,318 | 78 | 0.04% | 0.05% | 404 | -367 | -7.83% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 3,885 | 69 | 0.01% | 0.03% | 405 | -3,176 | -44.98% | Q4 2025 | Feb 13, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 3,760 | 67 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 3,314 | 59 | 0.02% | — | 407 | +3,314 | New | Q4 2025 | Jan 09, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,283 | 59 | 0.0% | 0.0% | 408 | -952 | -22.48% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,266 | 58 | 0.0% | 0.0% | 409 | +2,053 | 169.25% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 3,162 | 57 | 0.0% | 0.0% | 410 | -665 | -17.38% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,947 | 53 | 0.0% | — | 412 | +2,947 | New | Q4 2025 | Jan 21, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 2,993 | 53 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,726 | 49 | 0.0% | 0.0% | 413 | -498 | -15.45% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,183 | 39 | 0.0% | 0.0% | 414 | -133 | -5.74% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,151 | 38 | 0.0% | 0.0% | 415 | -840 | -28.08% | Q4 2025 | Feb 09, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 2,139 | 38 | 0.04% | 0.04% | 416 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 2,075 | 37 | 0.0% | — | 417 | +2,075 | New | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | No change | 2,000 | 36 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,000 | 36 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 172,500 | 30 | 0.04% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Heritage Wealth Advisors | History | No change | 1,610 | 28 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | No change | 1,600 | 28 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,518 | 27 | 0.0% | — | 423 | +1,518 | New | Q4 2025 | Feb 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,500 | 27 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,489 | 26 | 0.02% | 0.09% | 427 | -8,258 | -84.72% | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,496 | 26 | 0.0% | 0.0% | 425 | +908 | 154.42% | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,449 | 26 | 0.0% | 0.0% | 426 | +746 | 106.12% | Q4 2025 | Jan 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,408 | 25 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | New | 1,380 | 24 | 0.0% | — | 429 | +1,380 | New | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 1,200 | 23 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,100 | 20 | 0.0% | 0.01% | 431 | -4,250 | -79.44% | Q4 2025 | Jan 21, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,142 | 20 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,107 | 19 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,051 | 18 | 0.02% | 0.02% | 436 | -95 | -8.29% | Q4 2025 | Jan 29, 2026 |
| Activest Wealth Management | History | Added to | 1,021 | 18 | 0.0% | 0.0% | 434 | +5 | 0.49% | Q4 2025 | Jan 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,000 | 18 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,000 | 18 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hurley Capital, LLC | History | Reduced | 952 | 17 | 0.01% | 0.02% | 438 | -1,301 | -57.75% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 902 | 16 | 0.0% | — | 440 | +902 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 939 | 16 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 940 | 16 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 806 | 15 | 0.0% | — | 442 | +806 | New | Q4 2025 | Jan 28, 2026 |
| DV Trading LLC | History | New | 800 | 14 | 0.0% | — | 444 | +800 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 811 | 14 | 0.0% | 0.0% | 447 | -126 | -13.45% | Q4 2025 | Jan 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 798 | 14 | 0.0% | 0.01% | 445 | +22 | 2.84% | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | No change | 800 | 14 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Center for Financial Planning, Inc. | History | No change | 805 | 14 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 800 | 14 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rossby Financial, LCC | History | Reduced | 771 | 13 | 0.0% | 0.03% | 451 | -3,627 | -82.47% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 746 | 13 | 0.0% | — | 449 | +746 | New | Q4 2025 | Jan 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 760 | 13 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kilter Group LLC | History | No change | 774 | 13 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 696 | 12 | 0.0% | 0.0% | 453 | +628 | 923.53% | Q4 2025 | Feb 02, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 700 | 12 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 700 | 12 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Strategies & Associates | History | No change | 600 | 10 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| DV EQUITIES, LLC | History | New | 500 | 9 | 0.0% | — | 460 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 500 | 9 | 0.01% | — | 462 | +500 | New | Q4 2025 | Feb 18, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 500 | 9 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WFA of San Diego, LLC | History | No change | 500 | 9 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 470 | 8 | 0.0% | 0.0% | 463 | -2,835 | -85.78% | Q4 2025 | Feb 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 449 | 8 | 0.01% | 0.0% | 465 | -1,989 | -81.58% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 484 | 8 | 0.0% | — | 464 | +484 | New | Q4 2025 | Feb 05, 2026 |
| Strive Financial Group ,LLC | History | New | 472 | 8 | 0.0% | — | 467 | +472 | New | Q4 2025 | Feb 18, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 472 | 8 | 0.0% | — | 468 | +472 | New | Q4 2025 | Feb 11, 2026 |
| Quent Capital, LLC | History | Added to | 493 | 8 | 0.0% | 0.0% | 466 | +149 | 43.31% | Q4 2025 | Jan 29, 2026 |
| WPG Advisers, LLC | History | Reduced | 397 | 7 | 0.01% | 0.01% | 474 | -140 | -26.07% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 398 | 7 | 0.0% | 0.0% | 472 | +88 | 28.39% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 400 | 7 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 400 | 7 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 405 | 7 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Knott David M Jr | History | No change | 400 | 7 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 334 | 6 | 0.0% | 0.0% | 477 | +51 | 18.02% | Q4 2025 | Jan 21, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 375 | 6 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 363 | 6 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 300 | 5 | 0.0% | 0.01% | 479 | -1,300 | -81.25% | Q4 2025 | Jan 16, 2026 |
| Root Financial Partners, LLC | History | New | 300 | 5 | 0.0% | — | 480 | +300 | New | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 290 | 5 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 266 | 4 | 0.0% | 0.0% | 481 | -266 | -50.0% | Q4 2025 | Jan 20, 2026 |
| Ares Financial Consulting, LLC | History | New | 230 | 4 | 0.0% | — | 487 | +230 | New | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | No change | 244 | 4 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Golden State Wealth Management, LLC | History | No change | 267 | 4 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 260 | 4 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | No change | 250 | 4 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 277 | 4 | 0.0% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 168 | 3 | 0.0% | 0.0% | 492 | -400 | -70.42% | Q4 2025 | Jan 28, 2026 |
| COUNTRY TRUST BANK | History | No change | 200 | 3 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| North Star Investment Management Corp. | History | No change | 200 | 3 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 175 | 3 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 200 | 3 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 157 | 2 | 0.0% | 0.0% | 497 | -727 | -82.24% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Financial Management LLC | History | New | 162 | 2 | 0.0% | — | 505 | +162 | New | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | New | 139 | 2 | 0.0% | — | 499 | +139 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 130 | 2 | 0.0% | — | 502 | +130 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 130 | 2 | 0.0% | — | 504 | +130 | New | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 128 | 2 | 0.0% | — | 501 | +128 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 115 | 2 | 0.0% | — | 496 | +115 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 146 | 2 | 0.0% | 0.0% | 503 | -46 | -23.96% | Q4 2025 | Jan 07, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 115 | 2 | 0.0% | 0.0% | 500 | +44 | 61.97% | Q4 2025 | Feb 24, 2026 |
| CX Institutional | History | Added to | 111 | 2 | 0.0% | 0.0% | 498 | +2 | 1.83% | Q4 2025 | Feb 02, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 122 | 2 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 157 | 2 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 94 | 1 | 0.0% | 0.0% | 507 | -343 | -78.49% | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | New | 56 | 1 | 0.0% | — | 509 | +56 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 100 | 1 | 0.0% | 0.0% | 510 | -42 | -29.58% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | Reduced | 71 | 1 | 0.0% | 0.0% | 506 | -25 | -26.04% | Q4 2025 | Feb 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 65 | 1 | 0.0% | 0.0% | 512 | -13 | -16.67% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Added to | 58 | 1 | 0.0% | 0.0% | 511 | +2 | 3.57% | Q4 2025 | Jan 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -405,027 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -144,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.02% | — | -109,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -91,304 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -90,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -78,119 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -64,418 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -53,884 | -100.0% | Q3 2025 | Dec 18, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,524 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.13% | — | -39,421 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -34,297 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -31,927 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -26,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.2% | — | -25,526 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,567 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -18,626 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 0.54% | — | -17,349 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.0% | — | -16,844 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,040 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,736 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,188 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keystone Financial Services | History | Closed out | 0 | 0 | — | 0.08% | — | -13,174 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -12,395 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Walker Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -12,256 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.03% | — | -12,182 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,951 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,638 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Plato Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,443 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,093 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,921 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,727 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,490 | -100.0% | Q3 2025 | Oct 16, 2025 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,367 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Pine Valley Investments Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.01% | — | -10,010 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,000 | -100.0% | Q3 2025 | Feb 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,617 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,706 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,650 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,367 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,220 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -898 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -730 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -678 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FINANCIAL CONSULATE, INC | History | New | 54 | 0 | — | — | — | +54 | New | Q4 2025 | Jan 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Jan 21, 2026 |
| TORONTO DOMINION BANK | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Avion Wealth | History | Reduced | 30 | 0 | — | 0.0% | — | -27 | -47.37% | Q4 2025 | Jan 23, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealth Watch Advisors, INC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 17, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Cromwell Holdings LLC | History | Added to | 47 | 0 | — | — | — | +13 | 38.24% | Q4 2025 | Jan 20, 2026 |
| Elyxium Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quattro Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Plante Moran Financial Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Leonteq Securities AG | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SWAN Capital LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |