TERADATA CORP /DE/ - TDC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 12,953,545 | 394,305 | 0.01% | 0.0% | 1 | +612,624 | 4.96% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 12,257,500 | 373,118 | 0.01% | 0.0% | 2 | +19,771 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Lynrock Lake LP | History | No change | 9,416,666 | 286,643 | 56314.93% | 16.34% | 3 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,254,462 | 99,065 | 0.05% | 0.05% | 4 | -604,267 | -15.66% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 3,203,981 | 97,529 | 0.0% | 0.0% | 5 | -17,029 | -0.53% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,151,388 | 95,928 | 0.01% | 0.0% | 6 | +1,134,722 | 56.27% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,864,319 | 87,191 | 0.02% | 0.02% | 7 | -1,545,600 | -35.05% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 2,600,216 | 79,151 | 0.17% | 0.1% | 8 | +406,121 | 18.51% | Q4 2025 | Feb 06, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 2,205,163 | 67,125 | 0.23% | — | 9 | +2,205,163 | New | Q4 2025 | Feb 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,188,750 | 66,638 | 0.0% | 0.0% | 10 | -74,710 | -3.3% | Q4 2025 | Feb 09, 2026 |
| Boston Partners | History | Reduced | 1,890,862 | 57,559 | 0.06% | 0.04% | 11 | -2,552 | -0.13% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,705,744 | 51,924 | 0.01% | 0.01% | 12 | +4,916 | 0.29% | Q4 2025 | Feb 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,643,177 | 50,018 | 0.05% | 0.03% | 13 | +325,998 | 24.75% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 1,507,136 | 45,877 | 0.0% | 0.0% | 14 | -59,528 | -3.8% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,328,774 | 40,447 | 0.01% | 0.0% | 15 | -22,062 | -1.63% | Q4 2025 | Feb 13, 2026 |
| Defiance ETFs, LLC | History | New | 1,261,518 | 38,968 | 1.28% | — | 16 | +1,261,518 | New | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,261,518 | 38,400 | 0.46% | 0.32% | 17 | +11,971 | 0.96% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,160,908 | 35,338 | 0.13% | 0.08% | 18 | +282,543 | 32.17% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,157,902 | 35,246 | 0.02% | 0.01% | 19 | +203,520 | 21.32% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,085,537 | 33,043 | 0.0% | 0.0% | 20 | -66,148 | -5.74% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 944,193 | 28,741 | 0.01% | 0.01% | 21 | -374,677 | -28.41% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 943,901 | 28,732 | 0.0% | 0.0% | 22 | +337,107 | 55.56% | Q4 2025 | Mar 25, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 900,916 | 27,431 | 0.04% | 0.03% | 23 | +152,509 | 20.38% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 864,444 | 26,313 | 0.1% | — | 24 | +864,444 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 828,744 | 25,226 | 0.01% | 0.0% | 25 | +738,537 | 818.71% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 753,466 | 22,935 | 0.0% | 0.0% | 26 | -11,240 | -1.47% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 718,221 | 21,862 | 0.0% | 0.0% | 27 | -188,212 | -20.76% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 702,106 | 21,372 | 0.04% | 0.0% | 28 | +599,982 | 587.5% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 641,213 | 19,518 | 0.0% | 0.0% | 29 | -62,466 | -8.88% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 586,825 | 17,862 | 0.0% | 0.0% | 30 | -6,076 | -1.02% | Q4 2025 | Feb 10, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 564,068 | 17,170 | 0.02% | 0.01% | 31 | +171,153 | 43.56% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Added to | 540,609 | 16,456 | 0.0% | 0.0% | 32 | +1,707 | 0.32% | Q4 2025 | Feb 19, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 501,871 | 15,276 | 0.02% | 0.02% | 33 | -114,744 | -18.61% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 471,337 | 14,347 | 0.01% | 0.01% | 34 | -12,097 | -2.5% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 442,742 | 13,477 | 0.01% | 0.0% | 35 | -10,720 | -2.36% | Q4 2025 | Feb 02, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 422,266 | 12,853 | 0.01% | 0.0% | 36 | +375,373 | 800.49% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 412,958 | 12,570 | 0.0% | 0.0% | 37 | +235,224 | 132.35% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 398,996 | 12,145 | 0.04% | 0.03% | 38 | -24,272 | -5.73% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 391,336 | 11,912 | 0.0% | 0.0% | 39 | -441,599 | -53.02% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 370,539 | 11,279 | 0.01% | 0.01% | 40 | +136,677 | 58.44% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 370,491 | 11,277 | 0.03% | 0.03% | 41 | -203,431 | -35.45% | Q4 2025 | Feb 24, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 359,508 | 10,944 | 0.0% | 0.0% | 42 | -63,020 | -14.91% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 340,567 | 10,367 | 0.0% | — | 43 | +340,567 | New | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 337,500 | 10,273 | 0.28% | 0.22% | 44 | -300 | -0.09% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 321,573 | 9,788 | 0.0% | 0.0% | 45 | -21,267 | -6.2% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 317,900 | 9,676 | 0.02% | 0.02% | 46 | -172,600 | -35.19% | Q4 2025 | Feb 17, 2026 |
| Archon Capital Management LLC | History | Added to | 313,232 | 9,534 | 5.42% | 3.69% | 47 | +25,000 | 8.67% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 310,127 | 9,440 | 0.01% | 0.0% | 48 | +88,526 | 39.95% | Q4 2025 | Feb 13, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 306,300 | 9,323 | 0.36% | 0.27% | 49 | -29,863 | -8.88% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 276,952 | 8,430 | 0.0% | 0.0% | 50 | -380,354 | -57.87% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 267,656 | 8,147 | 0.01% | 0.02% | 51 | -331,590 | -55.33% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 247,453 | 7,532 | 0.0% | 0.0% | 52 | -9,655 | -3.76% | Q4 2025 | Feb 09, 2026 |
| WINTON GROUP Ltd | History | Added to | 245,489 | 7,472 | 0.26% | 0.04% | 53 | +190,624 | 347.44% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 243,086 | 7,399 | 0.01% | 0.0% | 54 | +241,899 | 20379.02% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 241,976 | 7,365 | 0.01% | 0.0% | 55 | -873 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 230,300 | 7,010 | 0.01% | 0.01% | 56 | -113,030 | -32.92% | Q4 2025 | Feb 17, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | Reduced | 225,000 | 6,849 | 1.5% | 2.02% | 57 | -75,000 | -25.0% | Q4 2025 | Feb 17, 2026 |
| Circumference Group LLC | History | Reduced | 225,000 | 6,849 | 7.38% | 5.89% | 58 | -20,000 | -8.16% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 221,703 | 6,748 | 0.0% | 0.0% | 59 | +90,692 | 69.22% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 214,783 | 6,537 | 0.0% | 0.0% | 60 | +49,891 | 30.26% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 214,629 | 6,533 | 0.02% | 0.01% | 61 | +112,239 | 109.62% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 206,769 | 6,294 | 0.0% | 0.0% | 62 | +42,911 | 26.19% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 200,510 | 6,103 | 0.0% | 0.0% | 63 | -27,074 | -11.9% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 197,970 | 6,026 | 0.01% | 0.01% | 64 | +4,295 | 2.22% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 188,697 | 5,817 | 0.01% | 0.01% | 65 | -5,984 | -3.07% | Q4 2025 | Feb 18, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 185,850 | 5,657 | 0.01% | 0.01% | 66 | -61,905 | -24.99% | Q4 2025 | Jan 30, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 176,305 | 5,409 | 0.0% | 0.0% | 67 | -17,830 | -9.18% | Q4 2025 | Jan 08, 2026 |
| Swiss National Bank | History | Added to | 167,759 | 5,106 | 0.0% | 0.0% | 68 | +1,000 | 0.6% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 165,656 | 5,042 | 0.01% | 0.01% | 69 | -86,694 | -34.35% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 149,484 | 4,550 | 0.0% | 0.0% | 70 | +61,677 | 70.24% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 140,498 | 4,276 | 0.0% | 0.0% | 71 | +51,993 | 58.75% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 139,837 | 4,256 | 0.01% | 0.0% | 72 | +63,365 | 82.86% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 137,096 | 4,173 | 0.01% | 0.01% | 73 | +6,839 | 5.25% | Q4 2025 | Jan 30, 2026 |
| Lightrock Netherlands B.V. | History | Reduced | 130,423 | 3,970 | 0.82% | 0.89% | 74 | -55,000 | -29.66% | Q4 2025 | Jan 26, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 128,343 | 3,906 | 0.17% | 0.01% | 75 | +119,718 | 1388.03% | Q4 2025 | Feb 09, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 126,863 | 3,862 | 0.01% | 0.0% | 76 | +84,063 | 196.41% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 126,268 | 3,843 | 0.01% | 0.01% | 78 | -38,572 | -23.4% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 126,268 | 3,843 | 0.0% | 0.0% | 77 | -2,482 | -1.93% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 124,986 | 3,804 | 0.17% | 0.07% | 79 | +36,208 | 40.78% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 123,908 | 3,771 | 0.03% | 0.05% | 80 | -118,091 | -48.8% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 119,303 | 3,631 | 0.04% | 0.03% | 81 | -2,399 | -1.97% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 119,248 | 3,629 | 0.01% | 0.0% | 82 | +102,671 | 619.36% | Q4 2025 | Feb 05, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 115,562 | 3,517 | 0.0% | 0.0% | 83 | +17,761 | 18.16% | Q4 2025 | Jan 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 114,578 | 3,487 | 0.0% | 0.0% | 84 | +20,961 | 22.39% | Q4 2025 | Feb 18, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 112,991 | 3,439 | 0.03% | — | 85 | +112,991 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 112,950 | 3,438 | 0.0% | 0.0% | 86 | +44,064 | 63.97% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 111,201 | 3,384 | 0.0% | 0.0% | 87 | +28,888 | 35.1% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 110,074 | 3,350 | 0.0% | 0.0% | 88 | -76,351 | -40.96% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 102,825 | 3,130 | 0.01% | 0.0% | 89 | +56,099 | 120.06% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 102,605 | 3,123 | 0.01% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 99,806 | 3,033 | 0.0% | 0.01% | 91 | -64,909 | -39.41% | Q4 2025 | Feb 10, 2026 |
| CLARK ESTATES INC/NY | History | No change | 97,700 | 2,973 | 0.72% | 0.48% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 96,539 | 2,938 | 0.01% | 0.0% | 93 | +36,230 | 60.07% | Q4 2025 | Jan 29, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 94,644 | 2,880 | 0.05% | 0.04% | 94 | -20,507 | -17.81% | Q4 2025 | Jan 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 89,967 | 2,738 | 0.06% | 0.06% | 95 | -17,526 | -16.3% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 84,210 | 2,563 | 0.0% | 0.0% | 96 | -8,388 | -9.06% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 83,767 | 2,549 | 0.0% | 0.0% | 97 | -9,335 | -10.03% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 82,632 | 2,515 | 0.0% | 0.02% | 98 | -705,963 | -89.52% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 82,288 | 2,504 | 0.04% | 0.0% | 99 | +77,709 | 1697.07% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | New | 82,044 | 2,497 | 0.02% | — | 100 | +82,044 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 81,562 | 2,482 | 0.0% | 0.0% | 101 | -178 | -0.22% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 80,559 | 2,452 | 0.01% | 0.01% | 102 | +550 | 0.69% | Q4 2025 | Feb 04, 2026 |
| Holocene Advisors, LP | History | Reduced | 74,697 | 2,273 | 0.0% | 0.01% | 103 | -50,894 | -40.52% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 71,037 | 2,162 | 0.01% | 0.0% | 104 | +46,717 | 192.09% | Q4 2025 | Feb 13, 2026 |
| Strategic Global Advisors, LLC | History | Reduced | 70,673 | 2,151 | 0.33% | 0.24% | 105 | -2,490 | -3.4% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 69,608 | 2,119 | 0.01% | 0.0% | 106 | -759 | -1.08% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Added to | 68,624 | 2,088 | 0.0% | 0.0% | 107 | +31,906 | 86.89% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 66,763 | 2,032 | 1.02% | 0.74% | 108 | +960 | 1.46% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 66,710 | 1,980 | 0.0% | 0.0% | 109 | +17,437 | 35.39% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 64,200 | 1,954 | 0.0% | 0.0% | 110 | -4,135 | -6.05% | Q4 2025 | Feb 05, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 62,078 | 1,889 | 0.03% | 0.02% | 111 | +12,108 | 24.23% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 61,410 | 1,869 | 0.01% | 0.01% | 112 | +2,723 | 4.64% | Q4 2025 | Jan 14, 2026 |
| Amundi | History | Added to | 60,966 | 1,855 | 0.0% | 0.0% | 113 | +6,447 | 11.83% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 60,388 | 1,838 | 0.01% | 0.01% | 114 | +11,308 | 23.04% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Added to | 59,700 | 1,817 | 0.01% | 0.0% | 115 | +4,875 | 8.89% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 55,857 | 1,700 | 0.0% | 0.0% | 116 | +4,400 | 8.55% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 55,177 | 1,680 | 0.0% | 0.0% | 117 | +12,280 | 28.63% | Q4 2025 | Jan 09, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 54,531 | 1,659 | 0.0% | — | 118 | +54,531 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 53,401 | 1,628 | 0.0% | 0.0% | 119 | +6,403 | 13.62% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 51,534 | 1,568 | 0.02% | 0.03% | 120 | -66,209 | -56.23% | Q4 2025 | Jan 23, 2026 |
| VARCOV Co. | History | New | 49,446 | 1,505 | 0.59% | — | 121 | +49,446 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 47,955 | 1,459 | 0.01% | 0.0% | 122 | -4,055 | -7.8% | Q4 2025 | Jan 28, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 47,865 | 1,457 | 0.01% | 0.01% | 123 | +15,621 | 48.45% | Q4 2025 | Feb 09, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 50,482 | 1,439 | 0.0% | 0.0% | 124 | +9,754 | 23.95% | Q4 2025 | Feb 18, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 46,306 | 1,409 | 0.02% | 0.01% | 125 | -3,439 | -6.91% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 44,592 | 1,386 | 0.0% | 0.0% | 126 | +4,434 | 11.04% | Q4 2025 | Jan 08, 2026 |
| SORA INVESTORS LLC | History | Reduced | 45,524 | 1,385 | 0.12% | 0.14% | 127 | -24,749 | -35.22% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 45,100 | 1,372 | 0.01% | 0.0% | 128 | +2,900 | 6.87% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 42,700 | 1,299 | 0.02% | 0.02% | 129 | -700 | -1.61% | Q4 2025 | Jan 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 41,506 | 1,263 | 0.01% | 0.01% | 130 | -358 | -0.86% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 38,783 | 1,180 | 0.0% | 0.0% | 131 | -103,464 | -72.74% | Q4 2025 | Feb 13, 2026 |
| Concentric Capital Strategies, LP | History | New | 36,082 | 1,098 | 0.05% | — | 132 | +36,082 | New | Q4 2025 | Feb 17, 2026 |
| Vinva Investment Management Ltd | History | New | 23,780 | 1,096 | 0.01% | — | 133 | +23,780 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 34,984 | 1,064 | 0.01% | — | 134 | +34,984 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 32,299 | 983 | 0.01% | 0.0% | 135 | +2,703 | 9.13% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 31,713 | 971 | 0.0% | 0.0% | 136 | -37,750 | -54.35% | Q4 2025 | Mar 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 30,894 | 940 | 0.0% | 0.0% | 137 | -1,644 | -5.05% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | New | 30,588 | 931 | 0.01% | — | 138 | +30,588 | New | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,509 | 928 | 0.0% | 0.0% | 139 | +7,509 | 32.65% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 29,935 | 911 | 0.01% | — | 140 | +29,935 | New | Q4 2025 | Feb 03, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 29,261 | 890 | 0.02% | 0.04% | 141 | -115,160 | -79.74% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 27,731 | 844 | 0.0% | 0.0% | 142 | +171 | 0.62% | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,095 | 824 | 0.01% | 0.0% | 143 | +20,464 | 308.61% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 26,923 | 819 | 0.01% | 0.01% | 144 | -4,468 | -14.23% | Q4 2025 | Feb 03, 2026 |
| Vident Advisory, LLC | History | Reduced | 26,905 | 818 | 0.01% | 0.01% | 145 | -10,206 | -27.5% | Q4 2025 | Feb 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 25,937 | 789 | 0.0% | 0.0% | 146 | -11,011 | -29.8% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 25,609 | 779 | 0.02% | 0.01% | 147 | -3,391 | -11.69% | Q4 2025 | Feb 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 25,514 | 776 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 25,400 | 773 | 0.1% | 0.08% | 149 | -800 | -3.05% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 24,729 | 753 | 0.06% | 0.05% | 150 | -3,034 | -10.93% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Added to | 24,646 | 750 | 0.0% | 0.0% | 151 | +9,467 | 62.37% | Q4 2025 | Feb 17, 2026 |
| Harvest Fund Management Co., Ltd | History | New | 24,432 | 744 | 0.03% | — | 152 | +24,432 | New | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 25,278 | 744 | 0.01% | 0.01% | 153 | -3,951 | -13.52% | Q4 2025 | Jan 21, 2026 |
| NewEdge Wealth, LLC | History | Added to | 24,423 | 743 | 0.01% | 0.01% | 154 | +2,776 | 12.82% | Q4 2025 | Feb 03, 2026 |
| Quadrature Capital Ltd | History | New | 24,280 | 739 | 0.01% | — | 155 | +24,280 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,204 | 737 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 23,961 | 730 | 0.01% | 0.0% | 157 | -3,399 | -12.42% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 23,705 | 721 | 0.0% | 0.0% | 158 | -1,755 | -6.89% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 23,073 | 702 | 0.0% | 0.0% | 159 | -993 | -4.13% | Q4 2025 | Feb 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 21,854 | 665 | 0.07% | — | 160 | +21,854 | New | Q4 2025 | Feb 13, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 21,435 | 652 | 0.39% | — | 161 | +21,435 | New | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 21,346 | 649 | 0.01% | 0.01% | 162 | +46 | 0.22% | Q4 2025 | Feb 04, 2026 |
| Walleye Trading LLC | History | Added to | 21,200 | 645 | 0.0% | 0.0% | 163 | +4,500 | 26.95% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 20,926 | 636 | 0.11% | 0.06% | 164 | +6,314 | 43.21% | Q4 2025 | Feb 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,848 | 634 | 0.0% | 0.0% | 165 | +914 | 4.59% | Q4 2025 | Feb 17, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | Added to | 20,614 | 627 | 0.08% | 0.06% | 166 | +5 | 0.02% | Q4 2025 | Feb 06, 2026 |
| IMC-Chicago, LLC | History | Added to | 20,500 | 624 | 0.0% | 0.0% | 167 | +3,000 | 17.14% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | New | 19,900 | 605 | 0.0% | — | 168 | +19,900 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 19,879 | 605 | 0.01% | 0.01% | 169 | -3,472 | -14.87% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 19,642 | 598 | 0.0% | — | 170 | +19,642 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 19,441 | 591 | 0.0% | 0.0% | 171 | +4,468 | 29.84% | Q4 2025 | Feb 18, 2026 |
| Maryland State Retirement & Pension System | History | No change | 19,128 | 582 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 18,250 | 555 | 0.07% | 0.06% | 173 | +376 | 2.1% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,417 | 530 | 0.0% | — | 174 | +17,417 | New | Q4 2025 | Feb 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 16,449 | 500 | 0.06% | 0.05% | 175 | +1,585 | 10.66% | Q4 2025 | Feb 10, 2026 |
| South Dakota Investment Council | History | Reduced | 16,168 | 492 | 0.01% | 0.01% | 176 | -1,500 | -8.49% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 15,800 | 480 | 0.0% | — | 177 | +15,800 | New | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Reduced | 15,559 | 473 | 0.01% | 0.01% | 178 | -2,942 | -15.9% | Q4 2025 | Jan 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 15,415 | 469 | 0.0% | — | 179 | +15,415 | New | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 15,377 | 468 | 0.0% | 0.0% | 180 | -11,885 | -43.6% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 15,346 | 467 | 0.06% | 0.04% | 181 | +851 | 5.87% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | New | 15,201 | 462 | 0.0% | — | 182 | +15,201 | New | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | Added to | 15,090 | 459 | 0.01% | 0.01% | 183 | +1,630 | 12.11% | Q4 2025 | Feb 17, 2026 |
| CMT Capital Markets Trading GmbH | History | Reduced | 15,000 | 457 | 0.0% | 0.0% | 184 | -5,000 | -25.0% | Q4 2025 | Feb 20, 2026 |
| GABELLI FUNDS LLC | History | New | 15,000 | 456 | 0.0% | — | 185 | +15,000 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 14,833 | 451 | 0.0% | 0.0% | 186 | -19,175 | -56.38% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 14,684 | 446 | 0.0% | 0.0% | 187 | -58,601 | -79.96% | Q4 2025 | Feb 10, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 14,578 | 443 | 0.18% | — | 188 | +14,578 | New | Q4 2025 | Jan 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 14,403 | 438 | 0.01% | 0.0% | 189 | +90 | 0.63% | Q4 2025 | Feb 03, 2026 |
| One Wealth Advisors, LLC | History | Added to | 14,350 | 436 | 0.05% | 0.04% | 190 | +864 | 6.41% | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | New | 13,668 | 416 | 0.0% | — | 191 | +13,668 | New | Q4 2025 | Jan 26, 2026 |
| CSS LLC/IL | History | Reduced | 13,473 | 410 | 0.02% | 0.02% | 192 | -5,487 | -28.94% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,305 | 405 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Versor Investments LP | History | New | 13,042 | 396 | 0.06% | — | 194 | +13,042 | New | Q4 2025 | Feb 04, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,430 | 378 | 0.0% | — | 195 | +12,430 | New | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | New | 12,406 | 376 | 0.0% | — | 196 | +12,406 | New | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | New | 12,300 | 374 | 0.0% | — | 197 | +12,300 | New | Q4 2025 | Mar 12, 2026 |
| Smith Group Asset Management, LLC | History | New | 12,297 | 374 | 0.02% | — | 198 | +12,297 | New | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Added to | 12,079 | 367 | 0.01% | 0.0% | 199 | +156 | 1.31% | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | New | 11,827 | 360 | 0.01% | — | 200 | +11,827 | New | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 11,762 | 358 | 0.0% | — | 201 | +11,762 | New | Q4 2025 | Feb 18, 2026 |
| ProShare Advisors LLC | History | Added to | 11,206 | 341 | 0.0% | 0.0% | 202 | +1,118 | 11.08% | Q4 2025 | Feb 06, 2026 |
| Gibbs Wealth Management | History | Reduced | 10,401 | 330 | 0.08% | 0.05% | 203 | -739 | -6.63% | Q4 2025 | Jan 23, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 10,652 | 324 | 0.0% | 0.0% | 204 | +66 | 0.62% | Q4 2025 | Feb 10, 2026 |
| Sagewood Asset Management LP | History | New | 10,553 | 321 | 0.11% | — | 205 | +10,553 | New | Q4 2025 | Feb 17, 2026 |
| Claret Asset Management Corp | History | Reduced | 10,440 | 318 | 0.04% | 0.03% | 206 | -25 | -0.24% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,292 | 313 | 0.0% | 0.0% | 207 | -54,795 | -84.19% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,115 | 307 | 0.0% | — | 208 | +10,115 | New | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 9,791 | 298 | 0.0% | — | 209 | +9,791 | New | Q4 2025 | Feb 04, 2026 |
| XPONANCE LLC | History | New | 9,726 | 296 | 0.0% | — | 210 | +9,726 | New | Q4 2025 | Feb 12, 2026 |
| Occidental Asset Management, LLC | History | New | 9,703 | 295 | 0.04% | — | 211 | +9,703 | New | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 9,643 | 293 | 0.0% | — | 212 | +9,643 | New | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 9,636 | 293 | 0.0% | — | 213 | +9,636 | New | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | New | 9,563 | 293 | 0.01% | — | 214 | +9,563 | New | Q4 2025 | Feb 12, 2026 |
| Optimist Retirement Group LLC | History | New | 9,577 | 291 | 0.13% | — | 215 | +9,577 | New | Q4 2025 | Feb 09, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 9,548 | 290 | 0.13% | — | 217 | +9,548 | New | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Reduced | 9,536 | 290 | 0.02% | 0.03% | 216 | -6,438 | -40.3% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 9,242 | 281 | 0.0% | — | 218 | +9,242 | New | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,910 | 271 | 0.0% | 0.0% | 219 | +93 | 1.05% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | New | 9,229 | 264 | 0.0% | — | 220 | +9,229 | New | Q4 2025 | Mar 09, 2026 |
| Bayforest Capital Ltd | History | Reduced | 8,508 | 258 | 0.19% | 0.15% | 221 | -5,909 | -40.99% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,277 | 252 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 8,209 | 249 | 0.02% | 0.02% | 223 | -3,171 | -27.86% | Q4 2025 | Jan 13, 2026 |
| Pallas Capital Advisors LLC | History | New | 8,104 | 246 | 0.01% | — | 225 | +8,104 | New | Q4 2025 | Jan 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 8,090 | 246 | 0.01% | — | 224 | +8,090 | New | Q4 2025 | Jan 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 8,030 | 244 | 0.0% | 0.0% | 226 | +144 | 1.83% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,895 | 240 | 0.0% | — | 227 | +7,895 | New | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,711 | 240 | 0.01% | — | 228 | +7,711 | New | Q4 2025 | Feb 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 7,883 | 239 | 0.0% | — | 229 | +7,883 | New | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 7,850 | 238 | 0.09% | 0.2% | 230 | -15,617 | -66.55% | Q4 2025 | Feb 12, 2026 |
| Leonteq Securities AG | History | Reduced | 7,812 | 237 | 0.01% | 0.01% | 231 | -58 | -0.74% | Q4 2025 | Feb 06, 2026 |
| Unified Investment Management | History | Reduced | 7,676 | 233 | 0.23% | 0.21% | 232 | -2,125 | -21.68% | Q4 2025 | Feb 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 7,590 | 231 | 0.01% | — | 233 | +7,590 | New | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 7,439 | 226 | 0.0% | — | 235 | +7,439 | New | Q4 2025 | Feb 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 7,433 | 226 | 0.0% | — | 234 | +7,433 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,250 | 220 | 0.0% | — | 236 | +7,250 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 7,120 | 216 | 0.01% | 0.0% | 237 | +6,070 | 578.1% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,700 | 203 | 0.0% | 0.0% | 238 | -2,879 | -30.06% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | New | 6,657 | 202 | 0.0% | — | 239 | +6,657 | New | Q4 2025 | Feb 05, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,574 | 200 | 0.0% | 0.0% | 240 | -7,600 | -53.62% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 6,575 | 200 | 0.01% | 0.01% | 241 | -23 | -0.35% | Q4 2025 | Feb 09, 2026 |
| EMC Capital Management | History | Reduced | 5,540 | 169 | 0.08% | 0.07% | 242 | -978 | -15.0% | Q4 2025 | Mar 09, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 7,500 | 161 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,073 | 154 | 0.0% | 0.0% | 244 | +424 | 9.12% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 3,311 | 137 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,436 | 135 | 0.0% | 0.0% | 246 | +4,361 | 5814.67% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,268 | 130 | 0.0% | 0.0% | 247 | +733 | 20.74% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 4,272 | 130 | 0.01% | 0.0% | 248 | +524 | 13.98% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,247 | 129 | 0.0% | 0.0% | 249 | +3,797 | 843.78% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 4,093 | 124 | 0.0% | — | 250 | +4,093 | New | Q4 2025 | Feb 05, 2026 |
| OSSIAM | History | New | 4,059 | 123 | 0.0% | — | 251 | +4,059 | New | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,012 | 122 | 0.0% | 0.0% | 252 | -13,088 | -76.54% | Q4 2025 | Feb 12, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 4,028 | 122 | 0.06% | 0.04% | 253 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 3,935 | 119 | 0.0% | 0.0% | 254 | +133 | 3.5% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,827 | 116 | 0.01% | — | 255 | +3,827 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,550 | 108 | 0.01% | 0.0% | 256 | +425 | 13.6% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 3,527 | 107 | 0.0% | 0.0% | 257 | +38 | 1.09% | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 3,219 | 98 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,040 | 92 | 0.0% | 0.0% | 259 | -876 | -22.37% | Q4 2025 | Feb 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,948 | 90 | 0.0% | — | 260 | +2,948 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,776 | 84 | 0.0% | 0.0% | 261 | +1,150 | 70.73% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,561 | 77 | 0.0% | 0.0% | 262 | -52 | -1.99% | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | Reduced | 2,395 | 72 | 0.05% | 0.04% | 263 | -4 | -0.17% | Q4 2025 | Feb 18, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 365 | 71 | 0.01% | — | 264 | +362 | 12066.67% | Q4 2025 | Jan 21, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,305 | 70 | 0.0% | 0.0% | 265 | -66 | -2.78% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | Reduced | 2,244 | 68 | 0.0% | 0.0% | 266 | -32 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,090 | 63 | 0.0% | 0.0% | 267 | +1,178 | 129.17% | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,883 | 57 | 0.0% | 0.0% | 268 | +651 | 52.84% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,529 | 46 | 0.0% | 0.0% | 269 | +1,015 | 197.47% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,197 | 36 | 0.0% | 0.0% | 271 | +328 | 37.74% | Q4 2025 | Jan 28, 2026 |
| Independence Bank of Kentucky | History | No change | 1,200 | 36 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 1,180 | 35 | 0.0% | 0.0% | 272 | +358 | 43.55% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | Reduced | 1,167 | 35 | 0.0% | 0.0% | 274 | -10 | -0.85% | Q4 2025 | Jan 29, 2026 |
| TSFG, LLC | History | No change | 1,156 | 35 | 0.01% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,182 | 35 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,091 | 33 | 0.0% | 0.0% | 276 | +70 | 6.86% | Q4 2025 | Feb 02, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 1,000 | 30 | 0.02% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 985 | 29 | 0.0% | 0.0% | 278 | +907 | 1162.82% | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | Added to | 967 | 29 | 0.01% | 0.01% | 279 | +58 | 6.38% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 845 | 25 | 0.0% | 0.0% | 280 | +140 | 19.86% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 852 | 25 | 0.0% | 0.0% | 281 | -123 | -12.62% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 799 | 24 | 0.0% | — | 282 | +799 | New | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 796 | 24 | 0.0% | 0.0% | 284 | +356 | 80.91% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 804 | 24 | 0.0% | 0.0% | 283 | +259 | 47.52% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 799 | 24 | 0.03% | 0.02% | 286 | +5 | 0.63% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 24 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 720 | 21 | 0.0% | 0.0% | 287 | -17 | -2.31% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 689 | 20 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Covestor Ltd | History | Reduced | 640 | 19 | 0.01% | 0.01% | 289 | -172 | -21.18% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 595 | 18 | 0.0% | 0.0% | 291 | -114 | -16.08% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 618 | 18 | 0.0% | 0.0% | 290 | +18 | 3.0% | Q4 2025 | Jan 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 568 | 17 | 0.0% | — | 292 | +568 | New | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 579 | 17 | 0.0% | 0.0% | 293 | +193 | 50.0% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 455 | 13 | 0.0% | 0.0% | 294 | +202 | 79.84% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 452 | 13 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 400 | 12 | 0.0% | — | 297 | +400 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 422 | 12 | 0.0% | 0.0% | 296 | +100 | 31.06% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 534 | 11 | 0.0% | — | 299 | +534 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 382 | 11 | 0.0% | 0.0% | 298 | +32 | 9.14% | Q4 2025 | Feb 10, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 307 | 9 | 0.0% | — | 300 | +307 | New | Q4 2025 | Feb 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 266 | 8 | 0.0% | — | 306 | +266 | New | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 270 | 8 | 0.0% | 0.0% | 305 | +206 | 321.88% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 268 | 8 | 0.0% | 0.0% | 304 | +115 | 75.16% | Q4 2025 | Feb 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 264 | 8 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 292 | 8 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | No change | 266 | 8 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 238 | 7 | 0.0% | 0.0% | 307 | -16 | -6.3% | Q4 2025 | Feb 09, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 242 | 7 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 223 | 6 | 0.0% | — | 311 | +223 | New | Q4 2025 | Jan 21, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 216 | 6 | 0.0% | — | 317 | +216 | New | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 215 | 6 | 0.0% | — | 316 | +215 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 205 | 6 | 0.0% | — | 315 | +205 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 204 | 6 | 0.0% | — | 314 | +204 | New | Q4 2025 | Mar 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 208 | 6 | 0.0% | 0.0% | 310 | +22 | 11.83% | Q4 2025 | Jan 07, 2026 |
| HM PAYSON & CO | History | No change | 216 | 6 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 209 | 6 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 171 | 5 | 0.0% | 0.0% | 318 | +121 | 242.0% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 171 | 5 | 0.0% | 0.0% | 319 | +41 | 31.54% | Q4 2025 | Feb 18, 2026 |
| Marquette Asset Management, LLC | History | New | 154 | 4 | 0.0% | — | 320 | +154 | New | Q4 2025 | Jan 16, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 152 | 4 | 0.0% | 0.0% | 322 | +88 | 137.5% | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 156 | 4 | 0.0% | 0.0% | 321 | -78 | -33.33% | Q4 2025 | Jan 08, 2026 |
| PFS Partners, LLC | History | No change | 162 | 4 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 124 | 3 | 0.0% | 0.0% | 324 | -192 | -60.76% | Q4 2025 | Feb 12, 2026 |
| Estate Planners Group, LLC | History | New | 122 | 3 | 0.0% | — | 333 | +122 | New | Q4 2025 | Apr 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 102 | 3 | 0.0% | 0.0% | 331 | +3 | 3.03% | Q4 2025 | Feb 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 100 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| High Note Wealth, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 111 | 3 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | No change | 114 | 3 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 114 | 3 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 75 | 2 | 0.0% | — | 336 | +68 | 971.43% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 73 | 2 | 0.0% | — | 338 | +65 | 812.5% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 71 | 2 | 0.0% | — | 343 | +65 | 1083.33% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | Added to | 82 | 2 | 0.0% | — | 334 | +61 | 290.48% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 94 | 2 | 0.0% | — | 337 | +48 | 104.35% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 89 | 2 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Darwin Wealth Management, LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 35 | 1 | 0.0% | 0.01% | 350 | -44,376 | -99.92% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 47 | 1 | 0.0% | 0.19% | 360 | -2,710 | -98.3% | Q4 2025 | Feb 02, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 362 | -152 | -76.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | Reduced | 64 | 1 | 0.0% | 0.0% | 363 | -108 | -62.79% | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 348 | -95 | -70.9% | Q4 2025 | Feb 11, 2026 |
| Altshuler Shaham Ltd | History | New | 65 | 1 | 0.0% | — | 347 | +65 | New | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 63 | 1 | 0.0% | — | 364 | +63 | New | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | New | 50 | 1 | 0.0% | — | 357 | +50 | New | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 45 | 1 | 0.0% | — | 365 | +45 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 61 | 1 | 0.0% | — | 344 | +41 | 205.0% | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | New | 37 | 1 | 0.0% | — | 356 | +37 | New | Q4 2025 | Jan 16, 2026 |
| Inspire Investing, LLC | History | New | 35 | 1 | 0.0% | — | 355 | +35 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 54 | 1 | 0.0% | — | 352 | +13 | 31.71% | Q4 2025 | Feb 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 36 | 1 | 0.0% | — | 353 | +1 | 2.86% | Q4 2025 | Feb 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 45 | 1 | 0.0% | — | 346 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 33 | 1 | 0.0% | — | 354 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 59 | 1 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.23% | — | -1,433,098 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,094,802 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -728,685 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Retirement Systems of Alabama | History | Closed out | 0 | 0 | — | 0.04% | — | -587,425 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -579,136 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.04% | — | -264,745 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.03% | — | -264,400 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.02% | — | -176,864 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UNICOM Systems, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -93,429 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -66,088 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -62,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -31,445 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,677 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,371 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,353 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,379 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -13,012 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -12,206 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,134 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,028 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,922 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,597 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -9,040 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,685 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.04% | — | -6,458 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,816 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -3,572 | -99.42% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -732 | -95.81% | Q4 2025 | Feb 09, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -413 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Bell Investment Advisors, Inc | History | Reduced | 24 | 0 | — | 0.0% | — | -69 | -74.19% | Q4 2025 | Feb 24, 2026 |
| LRI Investments, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -63 | -67.74% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Investors Portfolio Services LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rialto Wealth Management, LLC | History | Reduced | 7 | 0 | — | — | — | -23 | -76.67% | Q4 2025 | Jan 12, 2026 |
| USA FINANCIAL FORMULAS | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 14, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kilter Group LLC | History | Added to | 24 | 0 | — | — | — | +16 | 200.0% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 16 | 0 | — | — | — | +9 | 128.57% | Q4 2025 | Jan 16, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 21, 2026 |
| McMillan Office, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 07, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 21 | 0 | — | — | — | +6 | 40.0% | Q4 2025 | Jan 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HFM Investment Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| Activest Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Valued Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pacific Center for Financial Services | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Holos Integrated Wealth LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |