TAKEDA PHARMACEUTICAL CO LTD - TAK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 50 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | History | Added to | 13,486,772 | 210,258 | 0.04% | 0.04% | 1 | +82,643 | 0.62% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 6,373,202 | 99,358 | 0.01% | 0.01% | 2 | -1,317,213 | -17.13% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 5,682,847 | 88,595 | 0.05% | 0.03% | 3 | +2,854,069 | 100.89% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,805,235 | 74,913 | 0.01% | 0.01% | 4 | -148,096 | -2.99% | Q4 2025 | Mar 25, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 4,293,750 | 66,939 | 0.04% | 0.0% | 5 | +4,012,456 | 1426.43% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 4,123,523 | 64,285 | 0.01% | 0.01% | 6 | -1,770,446 | -30.04% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 4,056,868 | 63,246 | 0.0% | 0.0% | 7 | -130,078 | -3.11% | Q4 2025 | Feb 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 3,881,882 | 60,518 | 0.46% | 0.46% | 8 | -49,921 | -1.27% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 2,731,598 | 42,585 | 0.0% | 0.0% | 9 | -575,991 | -17.41% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,618,300 | 40,819 | 0.06% | 0.07% | 10 | -1,246,300 | -32.25% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,382,629 | 37,145 | 0.03% | 0.03% | 11 | -134,810 | -5.36% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,305,397 | 35,941 | 0.03% | 0.02% | 12 | +1,143,117 | 98.35% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,964,634 | 30,628 | 0.0% | 0.0% | 13 | +270,110 | 15.94% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,698,915 | 26,486 | 0.0% | 0.0% | 14 | -124,795 | -6.84% | Q4 2025 | Feb 17, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 1,495,746 | 23,318 | 2.82% | 2.69% | 15 | +9,338 | 0.63% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,364,089 | 21,266 | 0.01% | 0.02% | 16 | -1,303,117 | -48.86% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,069,327 | 16,670 | 0.03% | 0.04% | 17 | +95,472 | 9.8% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,060,461 | 16,532 | 0.0% | 0.0% | 18 | +26,199 | 2.53% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,020,644 | 15,911 | 0.0% | 0.0% | 19 | +154,030 | 17.77% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 962,502 | 15,005 | 0.05% | 0.0% | 20 | +880,289 | 1070.74% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 823,200 | 12,833 | 0.02% | 0.07% | 21 | -2,181,100 | -72.6% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 745,176 | 11,617 | 0.17% | 0.16% | 22 | +17,942 | 2.47% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 679,277 | 10,589 | 0.01% | 0.01% | 23 | -87,007 | -11.35% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 562,049 | 8,760 | 0.01% | 0.0% | 24 | +461,458 | 458.75% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 554,290 | 8,641 | 0.01% | 0.01% | 25 | +45,366 | 8.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 554,126 | 8,639 | 0.0% | — | 26 | +554,126 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 413,692 | 6,449 | 0.0% | 0.0% | 27 | +27,932 | 7.24% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 408,600 | 6,370 | 0.0% | 0.0% | 28 | +9,627 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 395,390 | 6,164 | 0.0% | 0.01% | 29 | -68,004 | -14.68% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 376,863 | 5,875 | 0.01% | 0.01% | 30 | -21,523 | -5.4% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 362,868 | 5,657 | 0.0% | 0.0% | 31 | -5,482 | -1.49% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 362,758 | 5,655 | 0.1% | 0.12% | 32 | +449 | 0.12% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 356,434 | 5,556 | 0.0% | 0.0% | 33 | +104,259 | 41.34% | Q4 2025 | Feb 11, 2026 |
| Ethic Inc. | History | Reduced | 304,655 | 4,749 | 0.07% | 0.07% | 34 | -6,096 | -1.96% | Q4 2025 | Feb 03, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 298,400 | 4,652 | 0.01% | 0.01% | 35 | +91,200 | 44.02% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 288,730 | 4,501 | 0.05% | 0.05% | 36 | +7,587 | 2.7% | Q4 2025 | Feb 02, 2026 |
| Clean Yield Group | History | Reduced | 260,804 | 4,065 | 1.13% | 1.1% | 37 | -5,234 | -1.97% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 253,478 | 3,952 | 0.06% | 0.06% | 38 | -6,696 | -2.57% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 242,179 | 3,775 | 0.0% | 0.0% | 39 | -5,350 | -2.16% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 227,754 | 3,551 | 0.01% | 0.01% | 40 | -252,618 | -52.59% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 217,528 | 3,391 | 0.0% | 0.0% | 41 | +98,804 | 83.22% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 216,377 | 3,373 | 0.01% | — | 42 | +216,377 | New | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 215,727 | 3,371 | 0.04% | 0.04% | 43 | -10,711 | -4.73% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 208,922 | 3,257 | 0.0% | 0.0% | 44 | -4,293 | -2.01% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 197,507 | 3,079 | 0.0% | 0.03% | 45 | -1,578,338 | -88.88% | Q4 2025 | Feb 17, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 192,000 | 2,993 | 0.06% | 0.05% | 46 | +7,000 | 3.78% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Added to | 191,762 | 2,989 | 0.0% | 0.0% | 47 | +161,064 | 524.67% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 191,203 | 2,980 | 0.0% | 0.0% | 48 | -2,096 | -1.08% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 189,574 | 2,955 | 0.04% | — | 49 | +189,574 | New | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 187,640 | 2,925 | 0.0% | 0.0% | 50 | -61,331 | -24.63% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 185,549 | 2,892 | 0.0% | 0.0% | 51 | +174,355 | 1557.58% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 180,135 | 2,808 | 0.0% | 0.0% | 52 | -1,196 | -0.66% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 175,738 | 2,739 | 0.0% | 0.01% | 53 | -36,858 | -17.34% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 173,609 | 2,708 | 0.0% | 0.0% | 54 | +19,451 | 12.62% | Q4 2025 | Feb 18, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 166,783 | 2,600 | 0.64% | 0.59% | 55 | +301 | 0.18% | Q4 2025 | Jan 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 163,286 | 2,545 | 0.0% | 0.0% | 56 | -5,270 | -3.13% | Q4 2025 | Feb 12, 2026 |
| Carrera Capital Advisors | History | Added to | 160,359 | 2,499 | 0.42% | 0.4% | 57 | +9,761 | 6.48% | Q4 2025 | Jan 30, 2026 |
| Aquatic Capital Management LLC | History | Added to | 160,141 | 2,496 | 0.07% | 0.01% | 58 | +114,182 | 248.44% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 156,120 | 2,433 | 0.0% | 0.0% | 59 | +33,902 | 27.74% | Q4 2025 | Jan 23, 2026 |
| Callan Family Office, LLC | History | Added to | 154,254 | 2,404 | 0.05% | 0.02% | 60 | +112,936 | 273.33% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 141,024 | 2,198 | 0.0% | — | 61 | +141,024 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 137,256 | 2,139 | 0.01% | 0.01% | 62 | -33,980 | -19.84% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 135,397 | 2,110 | 0.02% | 0.03% | 63 | -39,700 | -22.67% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 125,642 | 1,958 | 0.0% | 0.0% | 64 | +15,962 | 14.55% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 121,660 | 1,896 | 0.0% | 0.0% | 65 | -33,829 | -21.76% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 118,774 | 1,851 | 0.0% | 0.0% | 66 | +77,670 | 188.96% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 117,636 | 1,833 | 0.0% | 0.0% | 67 | +57,456 | 95.47% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 115,250 | 1,796 | 0.01% | — | 68 | +115,250 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 111,154 | 1,732 | 0.0% | 0.0% | 69 | -18,515 | -14.28% | Q4 2025 | Feb 10, 2026 |
| Gold Investment Management Ltd. | History | Added to | 108,282 | 1,688 | 0.54% | 0.51% | 70 | +4,407 | 4.24% | Q4 2025 | Jan 28, 2026 |
| Legal & General Group Plc | History | Reduced | 107,846 | 1,680 | 0.0% | 0.0% | 71 | -15,000 | -12.21% | Q4 2025 | Feb 09, 2026 |
| Summit Global Investments | History | Added to | 104,373 | 1,627 | 0.1% | 0.07% | 72 | +19,171 | 22.5% | Q4 2025 | Feb 18, 2026 |
| Forum Financial Management, LP | History | No change | 102,334 | 1,595 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | No change | 101,870 | 1,588 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 101,844 | 1,587 | 0.0% | 0.0% | 75 | +12,216 | 13.63% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 99,982 | 1,558 | 0.0% | 0.0% | 76 | +4,716 | 4.95% | Q4 2025 | Feb 17, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 98,872 | 1,541 | 0.04% | 0.04% | 77 | -1,000 | -1.0% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 96,317 | 1,501 | 0.03% | 0.04% | 78 | +16,817 | 21.15% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 94,828 | 1,478 | 0.0% | 0.0% | 79 | -4,014 | -4.06% | Q4 2025 | Feb 06, 2026 |
| Boston Partners | History | Reduced | 93,710 | 1,460 | 0.0% | 0.0% | 80 | -24,244 | -20.55% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 91,110 | 1,420 | 0.0% | 0.0% | 81 | +2,740 | 3.1% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 91,363 | 1,383 | 0.0% | 0.0% | 82 | -20,734 | -18.5% | Q4 2025 | Mar 09, 2026 |
| Brooklyn Investment Group | History | Added to | 86,205 | 1,358 | 0.06% | 0.06% | 83 | +59,054 | 217.5% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 83,232 | 1,297 | 0.01% | 0.01% | 84 | -20,632 | -19.86% | Q4 2025 | Feb 03, 2026 |
| Walleye Capital LLC | History | Reduced | 83,083 | 1,295 | 0.0% | 0.01% | 85 | -138,439 | -62.49% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 81,018 | 1,263 | 0.04% | 0.02% | 86 | +33,235 | 69.55% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 78,795 | 1,228 | 0.01% | 0.01% | 87 | +6,960 | 9.69% | Q4 2025 | Feb 12, 2026 |
| PCM Encore, LLC | History | New | 75,790 | 1,181 | 0.25% | — | 88 | +75,790 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 71,476 | 1,114 | 0.03% | 0.01% | 89 | +58,183 | 437.7% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 65,694 | 1,024 | 0.02% | 0.02% | 90 | -15,089 | -18.68% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 65,144 | 1,015 | 0.0% | 0.0% | 91 | +3,719 | 6.05% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 63,977 | 1,010 | 0.0% | 0.0% | 92 | -3,167 | -4.72% | Q4 2025 | Jan 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | New | 64,000 | 997 | 0.08% | — | 93 | +64,000 | New | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Added to | 62,728 | 977 | 0.0% | 0.0% | 94 | +14,274 | 29.46% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 61,562 | 959 | 0.0% | 0.0% | 95 | -6,953 | -10.15% | Q4 2025 | Jan 30, 2026 |
| Arjuna Capital | History | Added to | 60,997 | 950 | 0.23% | 0.22% | 96 | +1,191 | 1.99% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Reduced | 60,614 | 944 | 0.0% | 0.0% | 97 | -31,032 | -33.86% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 59,135 | 921 | 0.01% | 0.01% | 99 | -25,611 | -30.22% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Added to | 59,081 | 921 | 0.0% | 0.0% | 98 | +13,349 | 29.19% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 58,882 | 917 | 0.0% | 0.0% | 100 | -14,668 | -19.94% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 58,274 | 908 | 0.01% | 0.01% | 101 | +294 | 0.51% | Q4 2025 | Feb 02, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 56,265 | 877 | 0.03% | — | 102 | +56,265 | New | Q4 2025 | Feb 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 54,800 | 854 | 0.04% | 0.04% | 103 | -6,850 | -11.11% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 54,409 | 848 | 0.06% | 0.06% | 104 | -49 | -0.09% | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 53,976 | 841 | 0.02% | 0.02% | 105 | -7,238 | -11.82% | Q4 2025 | Jan 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 50,212 | 782 | 0.02% | — | 106 | +50,212 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 46,862 | 730 | 0.01% | 0.01% | 107 | -1,797 | -3.69% | Q4 2025 | Jan 16, 2026 |
| Compound Planning, Inc. | History | Added to | 45,673 | 712 | 0.02% | 0.02% | 108 | +3,515 | 8.34% | Q4 2025 | Feb 19, 2026 |
| Investors Research Corp | History | No change | 44,519 | 694 | 0.13% | 0.12% | 109 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SG Trading Solutions, LLC | History | New | 43,758 | 682 | 0.16% | — | 110 | +43,758 | New | Q4 2025 | Feb 24, 2026 |
| Probity Advisors, Inc. | History | Added to | 43,433 | 677 | 0.11% | 0.1% | 111 | +497 | 1.16% | Q4 2025 | Jan 27, 2026 |
| SYON CAPITAL LLC | History | Reduced | 43,131 | 672 | 0.03% | 0.05% | 112 | -16,125 | -27.21% | Q4 2025 | Feb 11, 2026 |
| Entropy Technologies, LP | History | Added to | 42,831 | 667 | 0.04% | 0.02% | 113 | +21,756 | 103.23% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 41,134 | 641 | 0.01% | 0.01% | 114 | +8,480 | 25.97% | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 40,408 | 629 | 0.08% | 0.08% | 115 | -7,708 | -16.02% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 37,684 | 587 | 0.0% | 0.0% | 116 | +4,662 | 14.12% | Q4 2025 | Jan 05, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 36,579 | 570 | 0.14% | 0.36% | 117 | -47,154 | -56.31% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 36,272 | 565 | 0.01% | 0.02% | 118 | -17,189 | -32.15% | Q4 2025 | Jan 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 34,983 | 545 | 0.07% | 0.05% | 119 | +7,913 | 29.23% | Q4 2025 | Jan 08, 2026 |
| CHOREO, LLC | History | Added to | 34,610 | 540 | 0.01% | 0.01% | 120 | +4,196 | 13.8% | Q4 2025 | Jan 23, 2026 |
| Ellevest, Inc. | History | Reduced | 33,741 | 526 | 0.07% | 0.1% | 121 | -14,832 | -30.54% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 32,394 | 523 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abel Hall, LLC | History | New | 33,318 | 519 | 0.12% | — | 123 | +33,318 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 32,639 | 508 | 0.0% | 0.0% | 124 | +2,968 | 10.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 32,238 | 502 | 0.01% | 0.0% | 125 | +22,934 | 246.5% | Q4 2025 | Feb 06, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 31,139 | 485 | 0.13% | 0.13% | 126 | -984 | -3.06% | Q4 2025 | Jan 23, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 30,262 | 471 | 0.03% | 0.03% | 127 | -375 | -1.22% | Q4 2025 | Jan 21, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 714 | 466 | 0.23% | — | 128 | +714 | New | Q4 2025 | Jan 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 29,790 | 464 | 0.02% | — | 129 | +29,790 | New | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | New | 28,698 | 447 | 0.03% | — | 131 | +28,698 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,675 | 447 | 0.0% | 0.0% | 130 | -15,125 | -34.53% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 28,629 | 446 | 0.0% | 0.0% | 132 | +2,554 | 9.79% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 28,341 | 441 | 0.0% | — | 133 | +28,341 | New | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 27,565 | 429 | 0.0% | — | 134 | +27,565 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 27,387 | 426 | 0.0% | 0.0% | 135 | +8,867 | 47.88% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | No change | 27,714 | 406 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 24,904 | 388 | 0.02% | — | 137 | +24,904 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 24,772 | 387 | 0.01% | 0.02% | 138 | +4,877 | 24.51% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 24,484 | 381 | 0.01% | 0.01% | 139 | -17,940 | -42.29% | Q4 2025 | Feb 12, 2026 |
| IMC-Chicago, LLC | History | New | 24,000 | 374 | 0.0% | — | 140 | +24,000 | New | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 23,852 | 371 | 0.01% | 0.02% | 141 | -35,307 | -59.68% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,626 | 368 | 0.0% | 0.0% | 142 | +2,375 | 11.18% | Q4 2025 | Jan 29, 2026 |
| Ballentine Partners, LLC | History | Reduced | 23,493 | 366 | 0.01% | 0.01% | 143 | -22,791 | -49.24% | Q4 2025 | Feb 03, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 23,451 | 365 | 0.02% | 0.01% | 144 | +8,540 | 57.27% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 23,081 | 359 | 0.0% | — | 145 | +23,081 | New | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,596 | 352 | 0.0% | 0.0% | 146 | +1,277 | 5.99% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 22,290 | 347 | 0.07% | 0.13% | 148 | -9,259 | -29.35% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 22,308 | 347 | 0.01% | 0.01% | 147 | -1,529 | -6.41% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 22,159 | 345 | 0.01% | 0.02% | 149 | -17,199 | -43.7% | Q4 2025 | Feb 05, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 21,681 | 338 | 0.13% | 0.16% | 150 | -5,564 | -20.42% | Q4 2025 | Feb 03, 2026 |
| Inscription Capital, LLC | History | Added to | 21,233 | 331 | 0.03% | 0.03% | 151 | +17 | 0.08% | Q4 2025 | Jan 29, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 21,230 | 330 | 0.06% | 0.06% | 152 | -542 | -2.49% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 20,980 | 327 | 0.0% | 0.0% | 153 | -1,227 | -5.53% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,725 | 323 | 0.01% | — | 154 | +20,725 | New | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 20,781 | 323 | 0.0% | 0.0% | 155 | -4,545 | -17.95% | Q4 2025 | Jan 22, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | New | 20,627 | 321 | 0.0% | — | 156 | +20,627 | New | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 20,395 | 317 | 0.0% | 0.0% | 157 | -935 | -4.38% | Q4 2025 | Jan 15, 2026 |
| KOTLER KEVIN | History | New | 20,000 | 311 | 0.07% | — | 158 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,299 | 300 | 0.0% | 0.0% | 159 | -1,443 | -6.96% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 19,070 | 297 | 0.0% | 0.0% | 160 | -33,721 | -63.88% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,763 | 276 | 0.0% | 0.0% | 161 | -3,415 | -16.13% | Q4 2025 | Jan 26, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 17,584 | 274 | 0.01% | 0.01% | 162 | +2,153 | 13.95% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,619 | 274 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Keenan, LLC | History | New | 17,513 | 273 | 0.24% | — | 164 | +17,513 | New | Q4 2025 | Mar 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 17,412 | 271 | 0.0% | 0.0% | 165 | -2,046 | -10.51% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 17,337 | 270 | 0.0% | 0.0% | 166 | +15,588 | 891.25% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 16,973 | 264 | 0.01% | — | 167 | +16,973 | New | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 16,524 | 257 | 0.06% | 0.05% | 168 | +3,344 | 25.37% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 16,482 | 256 | 0.01% | 0.01% | 169 | -1,490 | -8.29% | Q4 2025 | Feb 10, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 16,002 | 249 | 0.03% | 0.04% | 170 | -7,794 | -32.75% | Q4 2025 | Feb 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 15,419 | 240 | 0.03% | 0.03% | 171 | +613 | 4.14% | Q4 2025 | Jan 23, 2026 |
| PDS Planning, Inc | History | Reduced | 15,288 | 238 | 0.02% | 0.02% | 172 | -396 | -2.52% | Q4 2025 | Jan 26, 2026 |
| West Family Investments, Inc. | History | Reduced | 15,007 | 233 | 0.05% | 18.75% | 173 | -22,850 | -60.36% | Q4 2025 | Feb 11, 2026 |
| Bayforest Capital Ltd | History | Reduced | 14,990 | 233 | 0.17% | 0.14% | 174 | -4,764 | -24.12% | Q4 2025 | Jan 27, 2026 |
| Corient IA LLC | History | Reduced | 14,880 | 231 | 0.22% | 0.27% | 175 | -10,120 | -40.48% | Q4 2025 | Feb 13, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 14,343 | 223 | 0.2% | — | 176 | +14,343 | New | Q4 2025 | Mar 11, 2026 |
| FOCUSED ALPHA, LLC | History | New | 14,180 | 221 | 0.06% | — | 177 | +14,180 | New | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Reduced | 14,170 | 220 | 0.04% | 0.05% | 178 | -2,999 | -17.47% | Q4 2025 | Feb 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,967 | 217 | 0.0% | 0.0% | 179 | -6,875 | -32.99% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 13,856 | 216 | 0.0% | 0.0% | 180 | +6,222 | 81.5% | Q4 2025 | Jan 09, 2026 |
| BSW Wealth Partners | History | Reduced | 13,878 | 216 | 0.03% | 0.04% | 181 | -5,580 | -28.68% | Q4 2025 | Jan 23, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 13,805 | 215 | 0.01% | 0.01% | 182 | -385 | -2.71% | Q4 2025 | Jan 27, 2026 |
| Trek Financial, LLC | History | New | 13,623 | 212 | 0.01% | — | 183 | +13,623 | New | Q4 2025 | Feb 04, 2026 |
| GTS SECURITIES LLC | History | New | 13,481 | 210 | 0.01% | — | 184 | +13,481 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 13,346 | 208 | 0.0% | 0.0% | 186 | +9,590 | 255.32% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 13,371 | 208 | 0.01% | 0.01% | 185 | +204 | 1.55% | Q4 2025 | Feb 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 13,128 | 207 | 0.02% | 0.02% | 187 | -2,283 | -14.81% | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,227 | 206 | 0.01% | 0.01% | 188 | -3,700 | -21.86% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | New | 13,111 | 204 | 0.01% | — | 189 | +13,111 | New | Q4 2025 | Jan 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 12,846 | 200 | 0.0% | — | 190 | +12,846 | New | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 12,475 | 194 | 0.0% | — | 191 | +12,475 | New | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 12,355 | 192 | 0.0% | 0.0% | 192 | -1,626 | -11.63% | Q4 2025 | Jan 16, 2026 |
| HB Wealth Management, LLC | History | Reduced | 12,021 | 187 | 0.0% | 0.0% | 193 | -3,704 | -23.55% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 11,757 | 183 | 0.0% | — | 194 | +11,757 | New | Q4 2025 | Feb 12, 2026 |
| Qtron Investments LLC | History | New | 11,757 | 183 | 0.02% | — | 195 | +11,757 | New | Q4 2025 | Feb 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 11,741 | 183 | 0.03% | 0.04% | 196 | -970 | -7.63% | Q4 2025 | Jan 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 11,614 | 181 | 0.01% | 0.01% | 198 | -2,433 | -17.32% | Q4 2025 | Feb 17, 2026 |
| Five Oceans Advisors | History | Reduced | 11,648 | 181 | 0.06% | 0.07% | 197 | -873 | -6.97% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 11,590 | 180 | 0.12% | 0.12% | 199 | +105 | 0.91% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 11,400 | 177 | 0.0% | 0.0% | 200 | -14,900 | -56.65% | Q4 2025 | Feb 12, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 11,397 | 177 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 11,220 | 174 | 0.0% | 0.0% | 202 | +632 | 5.97% | Q4 2025 | Feb 04, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 11,044 | 172 | 0.01% | 0.01% | 203 | -1,123 | -9.23% | Q4 2025 | Jan 13, 2026 |
| Arista Wealth Management, LLC | History | No change | 10,961 | 170 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | New | 10,835 | 168 | 0.0% | — | 206 | +10,835 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,840 | 168 | 0.0% | 0.0% | 205 | -8,643 | -44.36% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10,650 | 166 | 0.0% | — | 207 | +10,650 | New | Q4 2025 | Feb 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 10,528 | 164 | 0.03% | — | 209 | +10,528 | New | Q4 2025 | Mar 04, 2026 |
| Atria Investments, Inc | History | New | 10,520 | 164 | 0.0% | — | 208 | +10,520 | New | Q4 2025 | Feb 05, 2026 |
| Hexagon Capital Partners LLC | History | New | 10,330 | 161 | 0.03% | — | 210 | +10,330 | New | Q4 2025 | Feb 06, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 10,315 | 160 | 0.06% | — | 211 | +10,315 | New | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,178 | 158 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,178 | 158 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,081 | 157 | 0.0% | 0.0% | 214 | -91 | -0.89% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 10,011 | 156 | 0.0% | — | 215 | +10,011 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 10,002 | 156 | 0.0% | — | 216 | +10,002 | New | Q4 2025 | Feb 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 10,000 | 155 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 9,824 | 153 | 0.0% | 0.0% | 218 | +9,571 | 3783.0% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,869 | 153 | 0.0% | 0.0% | 219 | +2,868 | 40.97% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,775 | 152 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,138 | 142 | 0.01% | 0.01% | 221 | -68 | -0.74% | Q4 2025 | Jan 05, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 8,585 | 133 | 0.1% | 0.1% | 222 | -648 | -7.02% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Reduced | 7,739 | 121 | 0.02% | 0.04% | 223 | -8,373 | -51.97% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 7,178 | 111 | 0.0% | 0.01% | 224 | -53,996 | -88.27% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,000 | 109 | 0.0% | 0.0% | 225 | -823 | -10.52% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,726 | 104 | 0.0% | 0.0% | 226 | +1,334 | 24.74% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,477 | 100 | 0.0% | — | 228 | +6,477 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 6,464 | 100 | 0.01% | — | 227 | +6,464 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 5,821 | 91 | 0.0% | 0.0% | 229 | -3,552 | -37.9% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,184 | 80 | 0.0% | 0.0% | 230 | +1,215 | 30.61% | Q4 2025 | Mar 16, 2026 |
| Manchester Capital Management LLC | History | Added to | 4,649 | 72 | 0.01% | 0.0% | 231 | +2,220 | 91.4% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,612 | 71 | 0.0% | 0.0% | 232 | +3,460 | 300.35% | Q4 2025 | Feb 09, 2026 |
| Erste Asset Management GmbH | History | No change | 3,674 | 57 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,304 | 51 | 0.0% | 0.0% | 234 | -842 | -20.31% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,226 | 50 | 0.0% | 0.0% | 235 | -161 | -4.75% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 2,695 | 42 | 0.0% | — | 236 | +2,695 | New | Q4 2025 | Mar 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,560 | 39 | 0.0% | 0.0% | 237 | +1,684 | 192.24% | Q4 2025 | Feb 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 2,500 | 38 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Avengers, Inc. | History | No change | 2,500 | 38 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,214 | 34 | 0.0% | 0.0% | 240 | +1,135 | 105.19% | Q4 2025 | Feb 05, 2026 |
| Addison Advisors LLC | History | Reduced | 2,170 | 33 | 0.01% | 0.01% | 241 | -351 | -13.92% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 2,080 | 32 | 0.0% | 0.0% | 242 | -456 | -17.98% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Added to | 2,112 | 31 | 0.0% | 0.0% | 243 | +243 | 13.0% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,818 | 28 | 0.01% | 0.01% | 244 | -893 | -32.94% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,707 | 26 | 0.0% | 0.0% | 245 | +783 | 84.74% | Q4 2025 | Jan 26, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,723 | 26 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,670 | 26 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,619 | 25 | 0.0% | 0.0% | 248 | +1,419 | 709.5% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,585 | 24 | 0.0% | 0.0% | 249 | +142 | 9.84% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 1,413 | 22 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 1,437 | 22 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | No change | 1,369 | 21 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,313 | 20 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,238 | 19 | 0.0% | 0.0% | 254 | -90 | -6.78% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,204 | 18 | 0.0% | 0.0% | 255 | -14 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,195 | 18 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,124 | 17 | 0.0% | — | 259 | +1,124 | New | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | New | 1,118 | 17 | 0.0% | — | 260 | +1,118 | New | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 1,117 | 17 | 0.0% | 0.0% | 257 | +710 | 174.45% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,132 | 17 | 0.0% | 0.0% | 258 | -27 | -2.33% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 1,050 | 16 | 0.0% | — | 261 | +1,050 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 978 | 15 | 0.0% | 0.0% | 262 | -36 | -3.55% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 961 | 14 | 0.0% | — | 264 | +961 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 928 | 14 | 0.0% | — | 265 | +928 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 912 | 14 | 0.0% | — | 263 | +885 | 3277.78% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 849 | 13 | 0.0% | 0.0% | 266 | -27 | -3.08% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 781 | 12 | 0.0% | 0.0% | 267 | +327 | 72.03% | Q4 2025 | Jan 22, 2026 |
| Spire Wealth Management | History | Reduced | 793 | 12 | 0.0% | 0.0% | 268 | -28 | -3.41% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 769 | 11 | 0.0% | 0.0% | 269 | -66 | -7.9% | Q4 2025 | Feb 06, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 654 | 10 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 580 | 9 | 0.0% | — | 271 | +555 | 2220.0% | Q4 2025 | Jan 21, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 581 | 9 | 0.01% | 0.0% | 272 | +167 | 40.34% | Q4 2025 | Feb 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 504 | 8 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Piscataqua Savings Bank | History | No change | 518 | 8 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 457 | 7 | 0.0% | 0.0% | 275 | +176 | 62.63% | Q4 2025 | Feb 02, 2026 |
| Camelot Portfolios, LLC | History | New | 387 | 6 | 0.0% | — | 277 | +387 | New | Q4 2025 | Jan 29, 2026 |
| MOTCO | History | No change | 401 | 6 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 354 | 5 | 0.0% | 0.0% | 282 | -655 | -64.92% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 344 | 5 | 0.0% | — | 288 | +344 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 326 | 5 | 0.0% | — | 279 | +326 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 370 | 5 | 0.0% | 0.0% | 287 | +90 | 32.14% | Q4 2025 | Feb 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 383 | 5 | 0.0% | 0.0% | 286 | +2 | 0.52% | Q4 2025 | Feb 18, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 371 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 376 | 5 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 370 | 5 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MACQUARIE GROUP LTD | History | No change | 324 | 5 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 372 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | No change | 352 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 300 | 4 | 0.0% | 0.0% | 292 | -730 | -70.87% | Q4 2025 | Feb 17, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 299 | 4 | 0.0% | 0.0% | 290 | -521 | -63.54% | Q4 2025 | Feb 09, 2026 |
| MASECO LLP | History | New | 316 | 4 | 0.0% | — | 296 | +316 | New | Q4 2025 | Jan 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 294 | 4 | 0.0% | 0.0% | 291 | +220 | 297.3% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 296 | 4 | 0.0% | 0.0% | 295 | +25 | 9.23% | Q4 2025 | Jan 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 259 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 307 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Coston, McIsaac & Partners | History | No change | 259 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bare Financial Services, Inc | History | Reduced | 230 | 3 | 0.0% | 0.0% | 302 | -306 | -57.09% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | New | 226 | 3 | 0.0% | — | 297 | +226 | New | Q4 2025 | Jan 30, 2026 |
| Independence Bank of Kentucky | History | New | 201 | 3 | 0.0% | — | 300 | +201 | New | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 201 | 3 | 0.0% | 0.0% | 298 | -50 | -19.92% | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 251 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PFS Partners, LLC | History | No change | 227 | 3 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 235 | 3 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 148 | 2 | 0.0% | 0.07% | 310 | -7,131 | -97.97% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 177 | 2 | 0.0% | 0.0% | 308 | -623 | -77.88% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 191 | 2 | 0.0% | — | 304 | +190 | 19000.0% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | New | 173 | 2 | 0.0% | — | 306 | +173 | New | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | New | 169 | 2 | 0.0% | — | 309 | +169 | New | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 163 | 2 | 0.0% | — | 313 | +163 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Reduced | 147 | 2 | 0.0% | 0.0% | 307 | -150 | -50.51% | Q4 2025 | Jan 30, 2026 |
| Bangor Savings Bank | History | No change | 186 | 2 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Hughes Financial Services, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 167 | 2 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 86 | 1 | 0.0% | 0.01% | 320 | -656 | -88.41% | Q4 2025 | Mar 03, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 95 | 1 | 0.0% | 0.0% | 322 | -168 | -63.88% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Financial Management LLC | History | New | 120 | 1 | 0.0% | — | 325 | +120 | New | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 71 | 1 | 0.0% | — | 324 | +71 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 124 | 1 | 0.0% | 0.0% | 317 | -28 | -18.42% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Reduced | 41 | 1 | 0.0% | 0.0% | 316 | -1 | -2.38% | Q4 2025 | Feb 02, 2026 |
| HM PAYSON & CO | History | No change | 100 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 125 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gould Capital, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 125 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Tidemark, LLC | History | No change | 126 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 98 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.82% | — | -571,863 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203,810 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 1.54% | — | -200,033 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.01% | — | -93,257 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -85,766 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -77,690 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,220 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -45,981 | -100.0% | Q3 2025 | Oct 28, 2025 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -44,343 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,484 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.1% | — | -30,900 | -100.0% | Q3 2025 | Dec 09, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,766 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,828 | -100.0% | Q3 2025 | Nov 19, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,449 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,109 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,834 | -100.0% | Q3 2025 | Nov 14, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,991 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,418 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLC Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -11,372 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,254 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,245 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,856 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,416 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,010 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Global Trust Asset Management, LLC | History | Reduced | 25 | 0 | — | 0.05% | — | -7,475 | -99.67% | Q4 2025 | Jan 20, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,228 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,040 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -798 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 42 | 0 | — | 0.0% | — | -342 | -89.06% | Q4 2025 | Feb 20, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Jan 07, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | — | — | -115 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -65 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Trust Co | History | New | 64 | 0 | — | — | — | +64 | New | Q4 2025 | Jan 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BFSG, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Jan 22, 2026 |
| Fairman Group, LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 23, 2026 |
| American Capital Advisory, LLC | History | Reduced | 9 | 0 | — | — | — | -28 | -75.68% | Q4 2025 | Jan 30, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rossby Financial, LCC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CENTRAL TRUST Co | History | Reduced | 62 | 0 | — | — | — | -1 | -1.59% | Q4 2025 | Feb 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Front Row Advisors LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Collier Financial | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WPG Advisers, LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |