Symbotic Inc. - SYM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | History | No change | 39,825,312 | 2,369,606 | 15.32% | 8.27% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walmart Inc. | History | No change | 15,000,000 | 892,500 | 91.6% | 88.89% | 2 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 12,441,000 | 740,239 | 0.62% | 0.51% | 3 | -242,739 | -1.91% | Q4 2025 | Jan 23, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,932,158 | 412,463 | 0.01% | 0.0% | 4 | +2,237,137 | 47.65% | Q4 2025 | Jan 29, 2026 |
| SVF Sponsor III (DE) LLC | History | Reduced | 5,590,000 | 332,605 | 100.0% | 100.0% | 5 | -3,500,000 | -38.5% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 2,530,874 | 150,587 | 0.01% | 0.0% | 6 | +1,165,513 | 85.36% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,174,372 | 129,375 | 0.01% | 0.0% | 7 | +2,108,315 | 3191.66% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,006,800 | 119,404 | 0.01% | 0.01% | 8 | +78,131 | 4.05% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,754,250 | 104,377 | 0.02% | 0.01% | 9 | +775,350 | 79.21% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,712,079 | 101,868 | 0.01% | 0.0% | 10 | +1,651,075 | 2706.5% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,553,509 | 92,433 | 0.01% | 0.02% | 11 | -998,191 | -39.12% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,331,765 | 79,273 | 0.12% | 0.11% | 12 | +36,910 | 2.85% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,261,539 | 75,061 | 0.0% | 0.0% | 13 | +194,578 | 18.24% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,215,529 | 72,323 | 0.01% | 0.0% | 14 | +328,560 | 37.04% | Q4 2025 | Feb 17, 2026 |
| Ghisallo Capital Management LLC | History | New | 1,059,400 | 63,034 | 2.81% | — | 15 | +1,059,400 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 952,118 | 56,651 | 0.02% | 0.02% | 16 | +49,393 | 5.47% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 922,600 | 54,894 | 0.01% | 0.0% | 17 | +664,815 | 257.9% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 911,518 | 54,235 | 0.01% | 0.01% | 18 | -194,252 | -17.57% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 905,700 | 53,889 | 0.08% | 0.05% | 19 | +177,800 | 24.43% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 726,411 | 47,122 | 0.08% | 0.06% | 20 | +136,111 | 23.06% | Q4 2025 | Jan 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 727,309 | 43,288 | 0.0% | 0.0% | 21 | +104,789 | 16.83% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 713,306 | 42,441 | 0.06% | 0.02% | 22 | +463,890 | 185.99% | Q4 2025 | Feb 17, 2026 |
| ARK Investment Management LLC | History | Added to | 642,913 | 38,253 | 0.25% | 0.19% | 23 | +53,026 | 8.99% | Q4 2025 | Feb 11, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 26,083,643 | 36,891 | 15.63% | 0.15% | 24 | +26,079,821 | 682360.57% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 571,381 | 33,997 | 0.03% | — | 25 | +571,381 | New | Q4 2025 | Feb 13, 2026 |
| TCW GROUP INC | History | Added to | 562,560 | 33,472 | 0.24% | 0.23% | 26 | +56,458 | 11.16% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 494,400 | 29,416 | 0.03% | 0.0% | 27 | +464,200 | 1537.09% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 486,716 | 28,959 | 0.0% | 0.0% | 28 | +125,929 | 34.9% | Q4 2025 | Feb 13, 2026 |
| Burkehill Global Management, LP | History | New | 475,000 | 28,262 | 1.86% | — | 29 | +475,000 | New | Q4 2025 | Feb 17, 2026 |
| Hood River Capital Management LLC | History | Added to | 453,992 | 27,012 | 0.3% | 0.27% | 30 | +31,782 | 7.53% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 437,795 | 26,048 | 0.01% | 0.0% | 31 | +163,640 | 59.69% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 423,633 | 25,206 | 0.02% | 0.01% | 32 | +72,612 | 20.69% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 423,020 | 25,170 | 0.08% | 0.05% | 33 | +148,842 | 54.29% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 411,000 | 24,454 | 0.05% | 0.01% | 34 | +280,400 | 214.7% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 400,000 | 23,800 | 0.07% | — | 35 | +400,000 | New | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 395,407 | 23,526 | 0.21% | — | 36 | +395,407 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 347,944 | 20,702 | 0.0% | 0.0% | 37 | +61,247 | 21.36% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 346,687 | 20,627 | 0.01% | 0.01% | 38 | +69,301 | 24.98% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 330,320 | 19,654 | 0.01% | 0.01% | 39 | +44,690 | 15.65% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 327,179 | 19,467 | 0.15% | 0.16% | 40 | -19,896 | -5.73% | Q4 2025 | Jan 14, 2026 |
| Walleye Trading LLC | History | Added to | 303,158 | 18,037 | 0.03% | 0.02% | 41 | +119,458 | 65.03% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 302,952 | 18,025 | 0.01% | 0.01% | 42 | -52,523 | -14.78% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 283,700 | 16,880 | 0.01% | 0.01% | 43 | -12,100 | -4.09% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 277,138 | 16,489 | 0.04% | 0.03% | 44 | -15,839 | -5.41% | Q4 2025 | Jan 30, 2026 |
| S Squared Technology, LLC | History | Reduced | 264,126 | 15,715 | 6.09% | 7.17% | 45 | -85,874 | -24.54% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 249,897 | 14,868 | 0.0% | 0.0% | 46 | -26,982 | -9.75% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 218,029 | 12,972 | 0.0% | 0.0% | 47 | +35,557 | 19.49% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 205,100 | 12,203 | 0.02% | 0.02% | 48 | +2,543 | 1.26% | Q4 2025 | Feb 12, 2026 |
| Voleon Capital Management LP | History | Added to | 194,161 | 11,552 | 0.25% | 0.09% | 49 | +122,367 | 170.44% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 183,407 | 10,912 | 0.01% | 0.0% | 50 | +13,207 | 7.76% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 175,447 | 10,439 | 0.0% | 0.0% | 51 | +46,756 | 36.33% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 171,593 | 10,210 | 0.0% | 0.0% | 52 | -46,121 | -21.18% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 152,294 | 9,061 | 0.0% | 0.0% | 53 | -58,409 | -27.72% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 150,400 | 8,948 | 0.02% | 0.04% | 54 | -399,200 | -72.63% | Q4 2025 | Mar 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 145,130 | 8,635 | 0.02% | 0.02% | 55 | +16,730 | 13.03% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 144,036 | 8,570 | 0.03% | 0.08% | 56 | -210,917 | -59.42% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 129,311 | 7,694 | 0.0% | 0.0% | 57 | +29,280 | 29.27% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 123,937 | 7,374 | 0.02% | 0.02% | 58 | -3,701 | -2.9% | Q4 2025 | Feb 17, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 122,554 | 7,291 | 0.5% | 0.34% | 59 | +28,803 | 30.72% | Q4 2025 | Feb 12, 2026 |
| Slow Capital, Inc. | History | Added to | 122,495 | 7,288 | 0.87% | 0.68% | 60 | +14,993 | 13.95% | Q4 2025 | Jan 26, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 120,933 | 7,195 | 0.0% | 0.0% | 61 | +68,716 | 131.6% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 119,396 | 7,104 | 0.01% | 0.01% | 62 | +24,255 | 25.49% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 118,135 | 7,029 | 0.2% | 0.04% | 63 | +78,728 | 199.78% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 117,826 | 7,010 | 0.01% | 71.23% | 64 | -166,828 | -58.61% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 99,250 | 6,774 | 0.01% | 0.0% | 65 | +98,771 | 20620.25% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 108,717 | 6,468 | 0.0% | 0.0% | 66 | -24,975 | -18.68% | Q4 2025 | Feb 19, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 105,269 | 6,263 | 0.01% | — | 67 | +105,269 | New | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 98,800 | 5,878 | 0.0% | 0.0% | 68 | +3,700 | 3.89% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | Reduced | 96,692 | 5,753 | 0.02% | 0.03% | 69 | -58,906 | -37.86% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 90,731 | 5,398 | 0.0% | 0.0% | 70 | +2,546 | 2.89% | Q4 2025 | Feb 13, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | Reduced | 88,750 | 5,280 | 0.12% | 0.12% | 71 | -24,300 | -21.49% | Q4 2025 | Jan 15, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | History | Added to | 88,560 | 5,269 | 1.75% | 1.69% | 72 | +200 | 0.23% | Q4 2025 | Jan 14, 2026 |
| Man Group plc | History | New | 87,872 | 5,228 | 0.01% | — | 73 | +87,872 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 87,668 | 5,216 | 0.0% | 0.0% | 74 | +20,258 | 30.05% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 86,120 | 5,125 | 0.0% | 0.0% | 75 | +12,005 | 16.2% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Added to | 82,555 | 4,912 | 0.02% | 0.02% | 76 | +4,935 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 81,620 | 4,856 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 75,701 | 4,504 | 0.04% | 0.05% | 78 | -20,171 | -21.04% | Q4 2025 | Feb 11, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 75,000 | 4,462 | 0.34% | — | 79 | +75,000 | New | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 72,583 | 4,318 | 0.03% | — | 80 | +72,583 | New | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 70,866 | 4,217 | 0.0% | — | 81 | +70,866 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 69,214 | 4,118 | 0.07% | 0.05% | 82 | +12,990 | 23.1% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 65,156 | 3,876 | 0.0% | 0.0% | 83 | -7,004 | -9.71% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 64,421 | 3,833 | 0.0% | 0.0% | 84 | +46,343 | 256.35% | Q4 2025 | Feb 17, 2026 |
| Register Financial Advisors LLC | History | Reduced | 59,292 | 3,527 | 1.37% | 1.64% | 85 | -17,950 | -23.24% | Q4 2025 | Jan 21, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 57,707 | 3,433 | 0.39% | 0.38% | 86 | -103 | -0.18% | Q4 2025 | Jan 09, 2026 |
| Quantbot Technologies LP | History | Added to | 57,053 | 3,394 | 0.11% | 0.0% | 87 | +54,200 | 1899.75% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 53,174 | 3,163 | 0.68% | 0.62% | 88 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CITIGROUP INC | History | Added to | 53,110 | 3,160 | 0.0% | 0.0% | 89 | +8,314 | 18.56% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | No change | 51,000 | 3,034 | 0.26% | 0.3% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 45,402 | 2,701 | 0.01% | — | 91 | +45,402 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 44,778 | 2,664 | 0.0% | 0.01% | 92 | -45,957 | -50.65% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 44,611 | 2,654 | 0.0% | 0.0% | 93 | -7,011 | -13.58% | Q4 2025 | Feb 17, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 44,282 | 2,634 | 0.76% | 0.73% | 94 | -197 | -0.44% | Q4 2025 | Jan 23, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Reduced | 44,175 | 2,628 | 1.0% | 1.69% | 95 | -34,050 | -43.53% | Q4 2025 | Feb 11, 2026 |
| TANAKA CAPITAL MANAGEMENT INC | History | Reduced | 43,354 | 2,580 | 4.71% | 4.22% | 96 | -100 | -0.23% | Q4 2025 | Feb 17, 2026 |
| DDD Partners, LLC | History | Reduced | 43,134 | 2,566 | 0.16% | 0.35% | 97 | -60,477 | -58.37% | Q4 2025 | Jan 22, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 42,958 | 2,556 | 0.0% | 0.02% | 98 | -158,783 | -78.71% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,783 | 2,545 | 0.0% | 0.0% | 99 | +2,108 | 5.18% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 42,703 | 2,540 | 0.0% | 0.0% | 100 | -30,022 | -41.28% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,769 | 2,485 | 0.0% | 0.0% | 101 | +5,631 | 15.58% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 41,522 | 2,470 | 0.01% | 0.01% | 102 | +6,154 | 17.4% | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 40,742 | 2,424 | 0.01% | — | 103 | +40,742 | New | Q4 2025 | Jan 30, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 40,740 | 2,424 | 1.23% | 1.18% | 104 | -3,424 | -7.75% | Q4 2025 | Jan 26, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 39,570 | 2,354 | 0.51% | 0.49% | 105 | +55 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 35,561 | 2,115 | 0.05% | 0.05% | 106 | -51 | -0.14% | Q4 2025 | Feb 02, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 28,668 | 1,995 | 0.69% | 0.66% | 107 | +30 | 0.1% | Q4 2025 | Jan 12, 2026 |
| Freemont Management S.A. | History | Added to | 33,300 | 1,981 | 0.35% | 0.3% | 108 | +22,100 | 197.32% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,136 | 1,971 | 0.0% | 0.0% | 109 | -3,941 | -10.63% | Q4 2025 | Feb 17, 2026 |
| Black Swift Group, LLC | History | New | 33,125 | 1,970 | 0.33% | — | 110 | +33,125 | New | Q4 2025 | Feb 10, 2026 |
| Barton Investment Management | History | Added to | 30,658 | 1,824 | 0.2% | 0.17% | 111 | +233 | 0.77% | Q4 2025 | Jan 21, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 30,622 | 1,822 | 0.78% | 0.77% | 112 | -2,383 | -7.22% | Q4 2025 | Jan 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 30,090 | 1,790 | 0.03% | 0.0% | 113 | +24,650 | 453.13% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 30,025 | 1,786 | 0.03% | 0.03% | 114 | +525 | 1.78% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Added to | 28,254 | 1,681 | 0.0% | 0.0% | 115 | +20,331 | 256.61% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 28,010 | 1,666 | 0.0% | — | 116 | +28,010 | New | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 27,957 | 1,663 | 0.03% | 0.02% | 117 | -3,793 | -11.95% | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 27,236 | 1,620 | 0.06% | 0.02% | 118 | +20,030 | 277.96% | Q4 2025 | Feb 09, 2026 |
| UNICOM Systems, Inc. | History | New | 27,147 | 1,615 | 0.16% | — | 119 | +27,147 | New | Q4 2025 | Jan 14, 2026 |
| Wealthfront Advisers LLC | History | New | 26,572 | 1,581 | 0.0% | — | 121 | +26,572 | New | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,574 | 1,581 | 0.03% | 0.01% | 120 | +11,552 | 76.9% | Q4 2025 | Feb 09, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 26,500 | 1,576 | 0.66% | 0.89% | 122 | -8,500 | -24.29% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Reduced | 25,745 | 1,532 | 0.0% | 0.0% | 123 | -1,627 | -5.94% | Q4 2025 | Jan 30, 2026 |
| TWINBEECH CAPITAL LP | History | New | 25,464 | 1,515 | 0.11% | — | 124 | +25,464 | New | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | No change | 24,900 | 1,481 | 0.26% | 0.19% | 125 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,661 | 1,467 | 0.02% | 0.01% | 126 | +13,063 | 112.63% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,038 | 1,430 | 0.0% | 0.0% | 127 | -2,518 | -9.48% | Q4 2025 | Feb 06, 2026 |
| Headlands Technologies LLC | History | New | 23,515 | 1,399 | 0.12% | — | 128 | +23,515 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 23,401 | 1,392 | 0.05% | 0.04% | 129 | +1,474 | 6.72% | Q4 2025 | Jan 14, 2026 |
| Fieldview Capital Management, LLC | History | New | 23,198 | 1,380 | 0.23% | — | 130 | +23,198 | New | Q4 2025 | Feb 13, 2026 |
| Fund Advisors of America Inc/FL | History | New | 23,152 | 1,377 | 1.26% | — | 131 | +23,152 | New | Q4 2025 | Mar 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 22,777 | 1,355 | 0.55% | — | 132 | +22,777 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,550 | 1,342 | 0.0% | 0.0% | 133 | -2,150 | -8.7% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 22,465 | 1,336 | 0.0% | 0.0% | 134 | +2,727 | 13.82% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 21,552 | 1,282 | 0.0% | 0.0% | 135 | -9,580 | -30.77% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,280 | 1,266 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 20,767 | 1,235 | 0.05% | 0.09% | 137 | -21,953 | -51.39% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 20,666 | 1,229 | 0.0% | 0.0% | 138 | +1,707 | 9.0% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 20,522 | 1,221 | 0.0% | — | 139 | +20,522 | New | Q4 2025 | Feb 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 20,465 | 1,217 | 0.06% | — | 140 | +20,465 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,886 | 1,183 | 0.0% | 0.0% | 141 | +1,479 | 8.03% | Q4 2025 | Feb 17, 2026 |
| Arta Finance Wealth Management LLC | History | New | 18,945 | 1,127 | 0.57% | — | 142 | +18,945 | New | Q4 2025 | Jan 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,179 | 1,081 | 0.02% | 0.02% | 143 | +3,634 | 24.98% | Q4 2025 | Feb 13, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 17,557 | 1,044 | 0.96% | 0.54% | 144 | +7,223 | 69.9% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,187 | 1,022 | 0.0% | 0.0% | 145 | +10,996 | 177.61% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 16,901 | 1,005 | 0.01% | — | 146 | +16,901 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 15,095 | 979 | 0.0% | 0.0% | 147 | -7,344 | -32.73% | Q4 2025 | Feb 03, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 16,395 | 975 | 0.39% | 0.58% | 148 | -10,189 | -38.33% | Q4 2025 | Jan 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 16,016 | 952 | 0.0% | 0.0% | 149 | +6,190 | 63.0% | Q4 2025 | Feb 12, 2026 |
| Western Financial Corp/CA | History | New | 15,821 | 941 | 0.37% | — | 150 | +15,821 | New | Q4 2025 | Jan 21, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 16,898 | 918 | 0.15% | 0.07% | 151 | +11,801 | 231.53% | Q4 2025 | Feb 06, 2026 |
| Proactive Wealth Strategies LLC | History | New | 14,785 | 879 | 0.35% | — | 152 | +14,785 | New | Q4 2025 | Feb 05, 2026 |
| GREENWOOD GEARHART INC | History | No change | 14,217 | 845 | 0.05% | 0.04% | 153 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arizona State Retirement System | History | Reduced | 14,128 | 840 | 0.0% | 0.0% | 154 | -384 | -2.65% | Q4 2025 | Jan 28, 2026 |
| Jump Financial, LLC | History | New | 13,635 | 811 | 0.01% | — | 155 | +13,635 | New | Q4 2025 | Feb 17, 2026 |
| Darden Wealth Group Inc | History | Added to | 13,475 | 801 | 0.39% | 0.17% | 156 | +7,325 | 119.11% | Q4 2025 | Feb 09, 2026 |
| Nordwand Advisors, LLC | History | New | 13,435 | 799 | 0.14% | — | 157 | +13,435 | New | Q4 2025 | Feb 03, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 13,112 | 780 | 0.01% | 0.01% | 158 | +137 | 1.06% | Q4 2025 | Feb 05, 2026 |
| PDT Partners, LLC | History | Reduced | 12,616 | 750 | 0.05% | 0.12% | 159 | -21,262 | -62.76% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 12,365 | 743 | 0.0% | 0.0% | 161 | -17,223 | -58.21% | Q4 2025 | Jan 28, 2026 |
| AlphaCentric Advisors LLC | History | New | 12,500 | 743 | 0.74% | — | 160 | +12,500 | New | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 12,294 | 731 | 0.0% | 0.0% | 162 | -3,580 | -22.55% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 12,282 | 730 | 0.01% | 0.01% | 163 | -1,231 | -9.11% | Q4 2025 | Feb 18, 2026 |
| Quent Capital, LLC | History | New | 12,000 | 714 | 0.05% | — | 164 | +12,000 | New | Q4 2025 | Jan 29, 2026 |
| Magnetar Financial LLC | History | New | 11,466 | 682 | 0.01% | — | 165 | +11,466 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,375 | 676 | 0.0% | — | 166 | +11,375 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,359 | 675 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 11,298 | 672 | 0.01% | 0.09% | 168 | -181,987 | -94.15% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,700 | 636 | 0.0% | 0.0% | 169 | +700 | 7.0% | Q4 2025 | Jan 28, 2026 |
| Rakuten Securities, Inc. | History | Added to | 10,630 | 632 | 0.21% | 0.19% | 170 | +1,200 | 12.73% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,582 | 629 | 0.0% | 0.0% | 171 | +643 | 6.47% | Q4 2025 | Feb 17, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 10,500 | 624 | 0.15% | 0.24% | 172 | -10,500 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 10,328 | 614 | 0.08% | 0.06% | 173 | +777 | 8.14% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,243 | 609 | 0.0% | 0.0% | 174 | +1,223 | 13.56% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,124 | 602 | 0.0% | 0.0% | 175 | +2,090 | 26.01% | Q4 2025 | Feb 17, 2026 |
| LGL PARTNERS, LLC | History | New | 10,000 | 595 | 0.25% | — | 176 | +10,000 | New | Q4 2025 | Feb 09, 2026 |
| Clear Creek Financial Management, LLC | History | New | 9,972 | 593 | 0.05% | — | 177 | +9,972 | New | Q4 2025 | Jan 23, 2026 |
| Versor Investments LP | History | Reduced | 9,900 | 589 | 0.09% | 0.1% | 178 | -529 | -5.07% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Reduced | 9,844 | 586 | 0.0% | 0.0% | 179 | -1,247 | -11.24% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,711 | 577 | 0.0% | 0.0% | 180 | +7,145 | 278.45% | Q4 2025 | Feb 18, 2026 |
| Veracity Capital LLC | History | Added to | 9,538 | 567 | 0.17% | 0.15% | 181 | +832 | 9.56% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,462 | 562 | 0.01% | 0.01% | 182 | +817 | 9.45% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | New | 9,407 | 559 | 0.0% | — | 183 | +9,407 | New | Q4 2025 | Feb 17, 2026 |
| Havemeyer Place LP | History | New | 9,344 | 555 | 0.11% | — | 184 | +9,344 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 9,691 | 548 | 0.0% | 0.0% | 185 | +1,993 | 25.89% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 9,203 | 547 | 0.04% | 0.03% | 186 | -200 | -2.13% | Q4 2025 | Feb 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 9,006 | 535 | 0.01% | 0.01% | 188 | -3,324 | -26.96% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | No change | 9,000 | 535 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,980 | 534 | 0.0% | 0.01% | 189 | -64,976 | -87.86% | Q4 2025 | Jan 09, 2026 |
| Tyche Wealth Partners LLC | History | No change | 8,990 | 534 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PharVision Advisers, LLC | History | New | 8,911 | 530 | 0.27% | — | 191 | +8,911 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Added to | 8,445 | 502 | 0.0% | 0.0% | 192 | +135 | 1.62% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,435 | 501 | 0.0% | 0.0% | 193 | +2,056 | 32.23% | Q4 2025 | Feb 18, 2026 |
| Circle Wealth Management, LLC | History | New | 8,357 | 497 | 0.01% | — | 194 | +8,357 | New | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,048 | 478 | 0.01% | 0.0% | 195 | +4,855 | 152.05% | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 7,950 | 473 | 0.23% | 0.23% | 196 | -1,100 | -12.15% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 7,905 | 470 | 0.02% | — | 197 | +7,905 | New | Q4 2025 | Feb 17, 2026 |
| Hunting Hill Global Capital, LLC | History | New | 7,876 | 468 | 0.32% | — | 198 | +7,876 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,641 | 467 | 0.0% | 0.0% | 199 | +1,372 | 26.04% | Q4 2025 | Jan 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 7,767 | 462 | 0.0% | 0.0% | 200 | -24,333 | -75.8% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,733 | 460 | 0.0% | 0.0% | 201 | +321 | 4.33% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,731 | 459 | 0.0% | 0.0% | 202 | -881 | -10.23% | Q4 2025 | Feb 13, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | New | 7,556 | 449 | 0.33% | — | 204 | +7,556 | New | Q4 2025 | Feb 05, 2026 |
| Blueshift Asset Management, LLC | History | New | 7,553 | 449 | 0.13% | — | 203 | +7,553 | New | Q4 2025 | Feb 13, 2026 |
| Addison Capital Co | History | Added to | 7,375 | 438 | 0.11% | 0.06% | 205 | +3,375 | 84.38% | Q4 2025 | Feb 02, 2026 |
| Somerset Trust Co | History | Reduced | 7,377 | 438 | 0.13% | 0.14% | 206 | -1,102 | -13.0% | Q4 2025 | Jan 09, 2026 |
| Alchemi Wealth, LLC | History | New | 7,100 | 422 | 0.23% | — | 207 | +7,100 | New | Q4 2025 | Feb 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 7,015 | 417 | 0.03% | 0.02% | 208 | -185 | -2.57% | Q4 2025 | Jan 22, 2026 |
| Werlinich Asset Management, LLC | History | New | 6,683 | 402 | 0.2% | — | 210 | +6,683 | New | Q4 2025 | Jan 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,771 | 402 | 0.0% | 0.0% | 209 | -79 | -1.15% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 6,557 | 390 | 0.04% | 0.04% | 211 | -83 | -1.25% | Q4 2025 | Feb 18, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 6,545 | 389 | 0.0% | 0.0% | 212 | +715 | 12.26% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,426 | 382 | 0.0% | 0.0% | 213 | +71 | 1.12% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,352 | 377 | 0.0% | 0.0% | 214 | -275 | -4.15% | Q4 2025 | Feb 06, 2026 |
| SlateStone Wealth, LLC | History | Added to | 6,305 | 375 | 0.03% | 0.03% | 215 | +10 | 0.16% | Q4 2025 | Feb 11, 2026 |
| OSSIAM | History | New | 6,278 | 373 | 0.01% | — | 217 | +6,278 | New | Q4 2025 | Feb 13, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 6,200 | 373 | 0.0% | 0.0% | 216 | -100 | -1.59% | Q4 2025 | Feb 05, 2026 |
| LMR Partners LLP | History | New | 6,000 | 357 | 0.0% | — | 218 | +6,000 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 5,921 | 352 | 0.0% | — | 219 | +5,921 | New | Q4 2025 | Feb 17, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 5,898 | 350 | 0.05% | — | 220 | +5,898 | New | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 5,800 | 345 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,753 | 342 | 0.0% | 0.0% | 222 | +266 | 4.85% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,746 | 341 | 0.01% | 0.03% | 223 | -8,394 | -59.36% | Q4 2025 | Jan 13, 2026 |
| Massar Capital Management, LP | History | New | 5,738 | 341 | 0.04% | — | 224 | +5,738 | New | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 5,703 | 339 | 0.01% | 0.01% | 225 | -250 | -4.2% | Q4 2025 | Jan 30, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 5,676 | 337 | 0.08% | 0.09% | 226 | +581 | 11.4% | Q4 2025 | Jan 21, 2026 |
| Osbon Capital Management LLC | History | New | 5,616 | 334 | 0.31% | — | 227 | +5,616 | New | Q4 2025 | Mar 16, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 5,590 | 332 | 0.13% | — | 228 | +5,590 | New | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,582 | 332 | 0.01% | 0.01% | 229 | +35 | 0.63% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,544 | 329 | 0.02% | — | 230 | +5,544 | New | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,534 | 329 | 0.0% | 0.01% | 231 | -645 | -10.44% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,356 | 319 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,297 | 315 | 0.0% | 0.0% | 233 | +2,593 | 95.89% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,250 | 312 | 0.03% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,241 | 311 | 0.0% | 0.0% | 235 | -9,056 | -63.34% | Q4 2025 | Feb 10, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 5,201 | 309 | 0.02% | — | 237 | +5,201 | New | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,200 | 309 | 0.01% | 0.01% | 236 | +100 | 1.96% | Q4 2025 | Feb 10, 2026 |
| Scientech Research LLC | History | Reduced | 5,130 | 305 | 0.19% | 0.19% | 238 | -4,765 | -48.16% | Q4 2025 | Feb 17, 2026 |
| OnyxPoint Global Management LP | History | New | 5,100 | 303 | 0.08% | — | 240 | +5,100 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,027 | 303 | 0.0% | 0.0% | 239 | +117 | 2.38% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,015 | 298 | 0.01% | 0.05% | 241 | -3,962 | -44.14% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | Reduced | 5,000 | 297 | 0.0% | 0.04% | 244 | -69,600 | -93.3% | Q4 2025 | Feb 13, 2026 |
| ZAZOVE ASSOCIATES LLC | History | New | 5,000 | 297 | 0.03% | — | 242 | +5,000 | New | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,005 | 297 | 0.0% | 0.0% | 243 | +492 | 10.9% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,900 | 291 | 0.0% | — | 245 | +4,900 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 4,813 | 286 | 0.0% | 0.0% | 246 | -49 | -1.01% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Reduced | 4,735 | 281 | 0.01% | 0.01% | 247 | -3,211 | -40.41% | Q4 2025 | Feb 06, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 4,729 | 281 | 0.07% | 0.06% | 248 | +525 | 12.49% | Q4 2025 | Feb 06, 2026 |
| Polymer Capital Management (US) LLC | History | New | 4,684 | 278 | 0.03% | — | 249 | +4,684 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,595 | 273 | 0.01% | — | 250 | +4,595 | New | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 4,576 | 272 | 0.0% | 0.0% | 251 | +335 | 7.9% | Q4 2025 | Feb 17, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 4,500 | 271 | 0.01% | — | 252 | +4,500 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,493 | 267 | 0.0% | 0.0% | 253 | +224 | 5.25% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | New | 4,375 | 260 | 0.0% | — | 254 | +4,375 | New | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,334 | 257 | 0.0% | — | 255 | +4,334 | New | Q4 2025 | Feb 02, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,298 | 255 | 0.0% | 0.0% | 257 | -4,087 | -48.74% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,290 | 255 | 0.0% | 0.0% | 256 | +1,491 | 53.27% | Q4 2025 | Feb 11, 2026 |
| Hodges Capital Management Inc. | History | No change | 4,250 | 252 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tannin Capital LLC | History | New | 4,235 | 251 | 0.22% | — | 259 | +4,235 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,185 | 249 | 0.0% | — | 261 | +4,185 | New | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 4,144 | 249 | 0.0% | — | 260 | +4,144 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,161 | 247 | 0.0% | 0.0% | 262 | +2,315 | 125.41% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 4,125 | 245 | 0.01% | — | 263 | +4,125 | New | Q4 2025 | Jan 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 4,103 | 244 | 0.02% | — | 264 | +4,103 | New | Q4 2025 | Feb 17, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 4,000 | 238 | 0.07% | 0.15% | 267 | -5,000 | -55.56% | Q4 2025 | Jan 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,002 | 238 | 0.02% | — | 265 | +4,002 | New | Q4 2025 | Feb 06, 2026 |
| Regal Partners Ltd | History | Reduced | 4,000 | 238 | 0.01% | 0.03% | 266 | -3,538 | -46.94% | Q4 2025 | Feb 18, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,999 | 237 | 0.03% | 0.05% | 268 | -1,700 | -29.83% | Q4 2025 | Feb 10, 2026 |
| Tidal Investments LLC | History | Reduced | 3,908 | 232 | 0.0% | 0.4% | 269 | -3,747,322 | -99.9% | Q4 2025 | Feb 13, 2026 |
| May Hill Capital, LLC | History | New | 3,886 | 231 | 0.03% | — | 270 | +3,886 | New | Q4 2025 | Feb 05, 2026 |
| Perennial Investment Advisors, LLC | History | New | 3,845 | 228 | 0.02% | — | 271 | +3,845 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,811 | 226 | 0.01% | 0.0% | 273 | +3,749 | 6046.77% | Q4 2025 | Feb 17, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 3,808 | 226 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 3,753 | 223 | 0.0% | 0.0% | 274 | -101 | -2.62% | Q4 2025 | Feb 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 3,705 | 220 | 0.01% | — | 276 | +3,705 | New | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | New | 3,691 | 220 | 0.01% | — | 275 | +3,691 | New | Q4 2025 | Feb 12, 2026 |
| RDA Financial Network | History | Reduced | 3,639 | 216 | 0.05% | 0.08% | 277 | -2,138 | -37.01% | Q4 2025 | Jan 06, 2026 |
| Churchill Financial Advisors, LLC | History | New | 3,620 | 215 | 0.07% | — | 279 | +3,620 | New | Q4 2025 | Feb 09, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 3,618 | 215 | 0.01% | 0.02% | 278 | -450 | -11.06% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | New | 3,609 | 214 | 0.0% | — | 280 | +3,609 | New | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 3,564 | 212 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,533 | 210 | 0.04% | — | 282 | +3,533 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,501 | 208 | 0.0% | 0.0% | 283 | -21,142 | -85.79% | Q4 2025 | Jan 29, 2026 |
| MAYPORT, LLC | History | New | 3,500 | 208 | 0.04% | — | 284 | +3,500 | New | Q4 2025 | Jan 21, 2026 |
| Aldebaran Financial Inc. | History | New | 3,430 | 206 | 0.19% | — | 285 | +3,430 | New | Q4 2025 | Jan 23, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 3,400 | 202 | 0.03% | — | 286 | +3,400 | New | Q4 2025 | Feb 03, 2026 |
| Once Capital Management, LLC | History | Added to | 3,400 | 202 | 0.04% | 0.02% | 287 | +1,700 | 100.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 3,070 | 182 | 0.0% | — | 288 | +3,070 | New | Q4 2025 | Feb 05, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,694 | 160 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,609 | 155 | 0.0% | 0.01% | 291 | -2,139 | -45.05% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 2,608 | 155 | 0.0% | 0.0% | 290 | +31 | 1.2% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,132 | 126 | 0.01% | — | 292 | +2,132 | New | Q4 2025 | Jan 21, 2026 |
| AlphaQuest LLC | History | Reduced | 2,059 | 122 | 0.01% | 0.01% | 293 | -460 | -18.26% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,041 | 121 | 0.01% | 0.0% | 294 | +1,203 | 143.56% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,030 | 120 | 0.0% | 0.0% | 295 | +530 | 35.33% | Q4 2025 | Feb 10, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,000 | 119 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 1,922 | 114 | 0.0% | 0.0% | 297 | +406 | 26.78% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | No change | 1,900 | 113 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 1,785 | 106 | 0.0% | — | 299 | +1,785 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,769 | 105 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,736 | 103 | 0.0% | — | 301 | +1,736 | New | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 1,699 | 101 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,690 | 100 | 0.04% | — | 303 | +1,690 | New | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | No change | 1,419 | 84 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,354 | 80 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,290 | 76 | 0.01% | 0.01% | 306 | -1,812 | -58.41% | Q4 2025 | Jan 08, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 1,101 | 65 | 0.01% | — | 307 | +1,101 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 994 | 59 | 0.0% | 0.0% | 310 | -147 | -12.88% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,005 | 59 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,000 | 59 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pingora Partners LLC | History | No change | 1,000 | 59 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 927 | 55 | 0.0% | — | 312 | +927 | New | Q4 2025 | Feb 09, 2026 |
| Strategic Advocates LLC | History | No change | 770 | 46 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SRH ADVISORS, LLC | History | No change | 668 | 39 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 613 | 36 | 0.0% | — | 316 | +613 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 619 | 36 | 0.0% | 0.0% | 315 | +249 | 67.3% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 600 | 35 | 0.01% | — | 317 | +600 | New | Q4 2025 | Feb 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 576 | 34 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | No change | 560 | 33 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 536 | 31 | 0.0% | 0.0% | 320 | +268 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 360 | 24 | 0.0% | — | 322 | +360 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 410 | 24 | 0.0% | 0.0% | 321 | +18 | 4.59% | Q4 2025 | Feb 09, 2026 |
| Nemes Rush Group LLC | History | Added to | 396 | 23 | 0.0% | 0.0% | 323 | +144 | 57.14% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 340 | 20 | 0.0% | 0.0% | 324 | +12 | 3.66% | Q4 2025 | Jan 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 335 | 19 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 308 | 18 | 0.01% | 0.01% | 326 | -396 | -56.25% | Q4 2025 | Feb 18, 2026 |
| DV Trading LLC | History | New | 300 | 17 | 0.0% | — | 329 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Greenline Wealth Management LLC | History | New | 299 | 17 | 0.02% | — | 331 | +299 | New | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Added to | 301 | 17 | 0.0% | 0.0% | 328 | +262 | 671.79% | Q4 2025 | Feb 24, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 224 | 17 | 0.0% | — | 327 | +224 | New | Q4 2025 | Feb 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 300 | 17 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quattro Advisors LLC | History | New | 272 | 16 | 0.01% | — | 333 | +272 | New | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 267 | 16 | 0.0% | — | 332 | +267 | New | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 255 | 15 | 0.0% | 0.0% | 335 | -114 | -30.89% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 254 | 15 | 0.0% | 0.0% | 334 | +37 | 17.05% | Q4 2025 | Jan 08, 2026 |
| Financial Freedom, LLC | History | No change | 254 | 15 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 250 | 14 | 0.0% | — | 339 | +250 | New | Q4 2025 | Jan 22, 2026 |
| Penserra Capital Management LLC | History | New | 238 | 14 | 0.0% | — | 338 | +238 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 250 | 14 | 0.0% | 0.0% | 337 | +50 | 25.0% | Q4 2025 | Feb 10, 2026 |
| IMG Wealth Management, Inc. | History | No change | 239 | 14 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 225 | 13 | 0.0% | 0.0% | 341 | +25 | 12.5% | Q4 2025 | Jan 27, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 200 | 12 | 0.0% | 0.02% | 343 | -1,200 | -85.71% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 210 | 12 | 0.0% | 0.0% | 342 | -200 | -48.78% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 200 | 11 | 0.0% | — | 346 | +200 | New | Q4 2025 | Mar 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 200 | 11 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Front Row Advisors LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | No change | 173 | 10 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFS Advisors, LLC | History | No change | 182 | 10 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NBC SECURITIES, INC. | History | Added to | 21 | 9 | 0.0% | 0.0% | 349 | +8 | 61.54% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 146 | 8 | 0.0% | 0.01% | 350 | -56,298 | -99.74% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 140 | 8 | 0.0% | 0.0% | 353 | +58 | 70.73% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 135 | 8 | 0.0% | 0.0% | 352 | +35 | 35.0% | Q4 2025 | Jan 14, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 136 | 8 | 0.0% | 0.0% | 354 | +24 | 21.43% | Q4 2025 | Jan 07, 2026 |
| West Financial Advisors, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 128 | 7 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rialto Wealth Management, LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Concord Wealth Partners | History | Reduced | 104 | 6 | 0.0% | 0.01% | 358 | -785 | -88.3% | Q4 2025 | Jan 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 116 | 6 | 0.0% | — | 361 | +116 | New | Q4 2025 | Feb 19, 2026 |
| Bank of Jackson Hole Trust | History | New | 112 | 6 | 0.0% | — | 360 | +112 | New | Q4 2025 | Feb 12, 2026 |
| Fairscale Capital, LLC | History | No change | 101 | 6 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 100 | 5 | 0.0% | — | 366 | +100 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 100 | 5 | 0.0% | 0.0% | 365 | -35 | -25.93% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 80 | 5 | 0.0% | 0.0% | 364 | +10 | 14.29% | Q4 2025 | Jan 12, 2026 |
| EASTERN BANK | History | No change | 100 | 5 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hurley Capital, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BankPlus Trust Department | History | No change | 100 | 5 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 5 | 0.0% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First Command Advisory Services, Inc. | History | New | 82 | 4 | 0.0% | — | 370 | +82 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 53 | 3 | 0.0% | 0.0% | 373 | +19 | 55.88% | Q4 2025 | Jan 05, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 55 | 3 | 0.0% | 0.0% | 372 | -8 | -12.7% | Q4 2025 | Jan 15, 2026 |
| HighMark Wealth Management LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gordian Capital Singapore Pte Ltd | History | New | 800 | 2 | 0.0% | — | 377 | +800 | New | Q4 2025 | Feb 11, 2026 |
| Investors Portfolio Services LLC | History | New | 50 | 2 | 0.0% | — | 381 | +50 | New | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 41 | 2 | 0.0% | — | 376 | +41 | New | Q4 2025 | Feb 06, 2026 |
| New England Capital Financial Advisors LLC | History | New | 40 | 2 | 0.0% | — | 378 | +40 | New | Q4 2025 | Feb 02, 2026 |
| CURIO WEALTH, LLC | History | New | 40 | 2 | 0.0% | — | 379 | +40 | New | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Versant Capital Management, Inc | History | No change | 40 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Kilter Group LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 21 | 1 | 0.0% | 0.0% | 382 | -1,979 | -98.95% | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 385 | -80 | -80.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 33 | 1 | 0.0% | — | 386 | +33 | New | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | New | 33 | 1 | 0.0% | — | 392 | +33 | New | Q4 2025 | Jan 28, 2026 |
| Strive Financial Group ,LLC | History | New | 32 | 1 | 0.0% | — | 395 | +32 | New | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | New | 17 | 1 | 0.0% | — | 390 | +17 | New | Q4 2025 | Jan 16, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 23 | 1 | 0.0% | 0.0% | 393 | +3 | 15.0% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | No change | 26 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clean Yield Group | History | No change | 20 | 1 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Investors Research Corp | History | No change | 30 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CX Institutional | History | No change | 25 | 1 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | No change | 23 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stephens Consulting, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ORG Wealth Partners, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Amanah Holdings Trust | History | Closed out | 0 | 0 | — | 5.49% | — | -510,000 | -100.0% | Q3 2025 | Oct 01, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -229,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Robocap Asset Management Ltd | History | Closed out | 0 | 0 | — | 2.49% | — | -72,574 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -44,239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Element Squared LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -21,081 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SONA ASSET MANAGEMENT (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.04% | — | -17,261 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -14,428 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,718 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -12,422 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,060 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RIVERBRIDGE PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,219 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,975 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.02% | — | -8,387 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,380 | -100.0% | Q3 2025 | Oct 30, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,332 | -100.0% | Q3 2025 | Oct 22, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,750 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Carr Financial Group Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -4,600 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MWA Asset Management | History | Closed out | 0 | 0 | — | 0.13% | — | -4,520 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,230 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,175 | -100.0% | Q3 2025 | Oct 24, 2025 |
| DnB Asset Management AS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,159 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,006 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,771 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,581 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,942 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HHM Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -183 | -98.92% | Q4 2025 | Jan 22, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Financial Connections Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Byrne Asset Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 12, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Dec 15, 2025 |
| DecisionPoint Financial, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Key Capital Management, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q4 2025 | Jan 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q4 2025 | Jan 08, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 16, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |