Teladoc Health, Inc. - TDOC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | Reduced | 21,483,707 | 150,385 | 0.0% | 0.0% | 1 | -427,243 | -1.95% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 14,260,269 | 99,821 | 0.0% | 0.0% | 2 | +382,015 | 2.75% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,978,142 | 55,846 | 0.09% | 0.08% | 3 | -198,700 | -2.43% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,494,255 | 52,459 | 0.01% | 0.01% | 4 | +605,061 | 8.78% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,201,868 | 50,413 | 0.01% | 0.0% | 5 | +1,876,357 | 35.23% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 5,699,622 | 39,897 | 0.04% | 0.07% | 6 | -63,720 | -1.11% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 4,250,144 | 29,751 | 0.0% | 0.0% | 7 | -409,748 | -8.79% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,188,313 | 29,323 | 0.0% | 0.0% | 8 | +18,394 | 0.44% | Q4 2025 | Feb 09, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 3,860,076 | 27,020 | 0.22% | 0.07% | 9 | +2,880,008 | 293.86% | Q4 2025 | Feb 10, 2026 |
| Allianz Asset Management GmbH | History | Added to | 3,115,191 | 21,806 | 0.02% | 0.01% | 10 | +1,495,800 | 92.37% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,089,316 | 21,625 | 0.01% | 0.0% | 11 | +2,582,227 | 509.23% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,957,632 | 20,703 | 0.0% | 0.0% | 12 | -324,073 | -9.88% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 2,659,662 | 18,617 | 0.0% | 0.0% | 13 | +742,240 | 38.71% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,546,622 | 17,826 | 0.0% | 0.0% | 14 | +4,571 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Monaco Asset Management SAM | History | Added to | 1,956,947 | 13,698 | 2.37% | 0.35% | 15 | +1,201,947 | 159.2% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | Reduced | 1,950,321 | 13,652 | 0.0% | 0.01% | 16 | -766,885 | -28.22% | Q4 2025 | Jan 29, 2026 |
| Pale Fire Capital SE | History | New | 1,944,203 | 13,609 | 0.91% | — | 17 | +1,944,203 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,924,533 | 13,471 | 0.0% | 0.0% | 18 | -598,461 | -23.72% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,727,509 | 12,092 | 0.0% | 0.0% | 19 | -90,402 | -4.97% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,702,451 | 11,917 | 0.0% | 0.0% | 20 | +271,667 | 18.99% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,675,282 | 11,726 | 0.0% | 0.0% | 21 | -1,924,989 | -53.47% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,558,482 | 11,359 | 0.01% | 0.0% | 22 | +1,473,254 | 1728.6% | Q4 2025 | Feb 10, 2026 |
| Man Group plc | History | Added to | 1,620,633 | 11,344 | 0.02% | 0.01% | 23 | +862,454 | 113.75% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,612,686 | 11,288 | 0.0% | 0.0% | 24 | +939,864 | 139.69% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,517,171 | 10,620 | 0.0% | 0.0% | 25 | -767,526 | -33.59% | Q4 2025 | Feb 17, 2026 |
| TANG CAPITAL MANAGEMENT LLC | History | No change | 1,400,000 | 9,800 | 0.48% | 0.42% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,375,080 | 9,625 | 0.01% | 0.01% | 27 | -161,327 | -10.5% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | New | 1,307,952 | 9,155 | 0.08% | — | 28 | +1,307,952 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,297,185 | 9,080 | 0.01% | 0.01% | 29 | +988,062 | 319.63% | Q4 2025 | Jan 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 1,250,805 | 8,755 | 0.18% | 0.21% | 30 | -971 | -0.08% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,178,099 | 8,246 | 0.01% | 0.01% | 31 | +87,997 | 8.07% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,167,214 | 8,170 | 0.0% | 0.0% | 32 | -807,712 | -40.9% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,149,747 | 8,048 | 0.02% | 0.02% | 33 | +37,790 | 3.4% | Q4 2025 | Feb 17, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | History | Reduced | 1,004,338 | 7,030 | 4.19% | 5.68% | 34 | -171,578 | -14.59% | Q4 2025 | Feb 18, 2026 |
| Union Square Park Capital Management, LLC | History | Added to | 1,000,000 | 7,000 | 3.37% | 0.82% | 35 | +700,000 | 233.33% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 997,427 | 6,981 | 0.02% | 0.02% | 36 | +299,086 | 42.83% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 937,785 | 6,564 | 0.0% | 0.0% | 37 | -263,912 | -21.96% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Added to | 742,305 | 5,196 | 0.09% | 0.06% | 38 | +14,029 | 1.93% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 736,726 | 5,157 | 0.0% | 0.0% | 39 | +155,813 | 26.82% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 677,555 | 4,742 | 0.01% | 0.01% | 40 | -454,113 | -40.13% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 641,180 | 4,488 | 0.0% | 0.0% | 41 | +86,644 | 15.62% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Added to | 634,479 | 4,441 | 0.02% | 0.01% | 42 | +150,730 | 31.16% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 621,353 | 4,349 | 0.0% | 0.0% | 43 | -8,266 | -1.31% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 601,617 | 4,211 | 0.01% | 0.02% | 44 | -838,000 | -58.21% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 588,075 | 4,116 | 0.0% | 0.0% | 45 | +203,167 | 52.78% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Reduced | 515,682 | 3,609 | 0.0% | 0.0% | 46 | -20,048 | -3.74% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 511,555 | 3,580 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 493,250 | 3,452 | 0.1% | — | 48 | +493,250 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 476,633 | 3,336 | 0.0% | 0.01% | 49 | -122,287 | -20.42% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 466,494 | 3,265 | 0.0% | 0.0% | 50 | +40,685 | 9.55% | Q4 2025 | Feb 11, 2026 |
| TCW GROUP INC | History | No change | 446,797 | 3,127 | 0.02% | 0.03% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 412,900 | 2,890 | 0.0% | 0.0% | 52 | +33,454 | 8.82% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 409,177 | 2,864 | 0.0% | 0.0% | 53 | -252,425 | -38.15% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 390,381 | 2,732 | 0.0% | 0.0% | 54 | +124,947 | 47.07% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 373,363 | 2,613 | 0.0% | 0.0% | 55 | +6,264 | 1.71% | Q4 2025 | Jan 28, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 361,921 | 2,533 | 0.0% | 0.0% | 56 | +54,221 | 17.62% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 348,302 | 2,438 | 0.0% | 0.0% | 57 | +8,100 | 2.38% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 343,916 | 2,407 | 0.01% | 0.01% | 58 | +125,344 | 57.35% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 342,100 | 2,394 | 0.0% | 0.0% | 59 | +20,300 | 6.31% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 327,336 | 2,291 | 0.03% | 0.02% | 60 | +111,373 | 51.57% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 300,000 | 2,100 | 0.0% | 0.0% | 61 | -91,322 | -23.34% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 289,049 | 2,023 | 0.0% | 0.0% | 62 | -9,564 | -3.2% | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 266,710 | 1,866 | 0.0% | 0.0% | 63 | +39,129 | 17.19% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 263,797 | 1,846 | 0.0% | 0.0% | 64 | -34 | -0.01% | Q4 2025 | Feb 19, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 260,107 | 1,820 | 0.0% | 0.0% | 65 | -4,576 | -1.73% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 252,970 | 1,770 | 0.0% | 0.0% | 66 | -41,977 | -14.23% | Q4 2025 | Feb 17, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 248,521 | 1,739 | 0.03% | — | 67 | +248,521 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 243,536 | 1,704 | 0.0% | 0.0% | 69 | +171,961 | 240.25% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 243,525 | 1,704 | 0.01% | 0.01% | 68 | +93,450 | 62.27% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 232,612 | 1,628 | 0.0% | 0.0% | 70 | -37,223 | -13.79% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 232,365 | 1,626 | 0.24% | 0.22% | 71 | +62,052 | 36.43% | Q4 2025 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 222,362 | 1,552 | 0.0% | 0.0% | 72 | +15,307 | 7.39% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 221,140 | 1,548 | 0.02% | — | 73 | +221,140 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 214,497 | 1,501 | 0.0% | — | 74 | +214,497 | New | Q4 2025 | Feb 13, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 214,000 | 1,498 | 0.2% | 0.43% | 75 | -135,000 | -38.68% | Q4 2025 | Feb 17, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 210,000 | 1,470 | 0.36% | 0.25% | 76 | +63,000 | 42.86% | Q4 2025 | Feb 02, 2026 |
| Legal & General Group Plc | History | Reduced | 207,124 | 1,449 | 0.0% | 0.0% | 77 | -15,353 | -6.9% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 204,905 | 1,435 | 0.0% | 0.0% | 78 | +26,019 | 14.55% | Q4 2025 | Feb 17, 2026 |
| Radcliffe Capital Management, L.P. | History | Reduced | 201,300 | 1,409 | 0.08% | 0.13% | 79 | -61,100 | -23.29% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 186,418 | 1,304 | 0.0% | 0.0% | 80 | -24,508 | -11.62% | Q4 2025 | Jan 23, 2026 |
| PEAK6 LLC | History | Reduced | 180,050 | 1,260 | 0.0% | 0.0% | 81 | -129,750 | -41.88% | Q4 2025 | Mar 12, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 175,000 | 1,225 | 1.05% | — | 82 | +175,000 | New | Q4 2025 | Feb 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 172,170 | 1,205 | 0.0% | 0.0% | 83 | -12,248 | -6.64% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 170,281 | 1,191 | 0.0% | 0.0% | 84 | +11,736 | 7.4% | Q4 2025 | Feb 17, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 169,064 | 1,183 | 0.07% | 0.09% | 85 | -14,753 | -8.03% | Q4 2025 | Feb 17, 2026 |
| Soviero Asset Management, LP | History | Reduced | 168,000 | 1,176 | 0.56% | 3.56% | 86 | -720,000 | -81.08% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 165,550 | 1,156 | 0.0% | 0.0% | 87 | +46,090 | 38.58% | Q4 2025 | Feb 18, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 69,450 | 1,153 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 159,788 | 1,118 | 0.0% | 0.0% | 89 | +21,314 | 15.39% | Q4 2025 | Jan 30, 2026 |
| Tejara Capital Ltd | History | New | 159,200 | 1,114 | 0.26% | — | 90 | +159,200 | New | Q4 2025 | Feb 05, 2026 |
| Parker Investment Management, LLC | History | Reduced | 79,051 | 1,107 | 0.16% | 0.27% | 91 | -30,200 | -27.64% | Q4 2025 | Feb 13, 2026 |
| BANK HAPOALIM BM | History | Added to | 157,841 | 1,105 | 0.1% | 0.13% | 92 | +25,100 | 18.91% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 153,325 | 1,073 | 0.0% | 0.0% | 93 | +4,810 | 3.24% | Q4 2025 | Feb 11, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 149,300 | 1,045 | 0.07% | 0.06% | 94 | -47,447 | -24.12% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 140,557 | 983 | 0.01% | 0.01% | 95 | +8,722 | 6.62% | Q4 2025 | Feb 02, 2026 |
| DCF Advisers, LLC | History | Added to | 137,500 | 962 | 0.26% | 0.09% | 96 | +102,500 | 292.86% | Q4 2025 | Feb 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 136,821 | 950 | 0.01% | 0.01% | 97 | +4,546 | 3.44% | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Added to | 132,512 | 927 | 0.03% | 0.03% | 98 | +13,935 | 11.75% | Q4 2025 | Feb 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 127,700 | 893 | 0.0% | — | 99 | +127,700 | New | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 121,984 | 854 | 0.03% | — | 100 | +121,984 | New | Q4 2025 | Feb 23, 2026 |
| Havemeyer Place LP | History | New | 117,679 | 823 | 0.16% | — | 101 | +117,679 | New | Q4 2025 | Feb 11, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 115,452 | 808 | 0.06% | 0.04% | 102 | +54,009 | 87.9% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 110,532 | 773 | 0.0% | 0.0% | 103 | -4,091 | -3.57% | Q4 2025 | Feb 12, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 107,851 | 755 | 0.11% | 0.12% | 104 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Caption Management, LLC | History | Added to | 107,599 | 753 | 0.01% | 0.0% | 105 | +67,599 | 169.0% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 105,284 | 736 | 0.0% | 0.01% | 106 | -113,321 | -51.84% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 103,208 | 722 | 0.0% | — | 107 | +103,208 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 101,746 | 712 | 0.08% | 0.07% | 108 | +22,671 | 28.67% | Q4 2025 | Feb 11, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 100,360 | 702 | 0.0% | 0.0% | 109 | +16,058 | 19.05% | Q4 2025 | Jan 30, 2026 |
| Align Financial, LLC | History | New | 700 | 700 | 0.0% | — | 110 | +700 | New | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management LP | History | Added to | 97,096 | 679 | 0.04% | 0.02% | 111 | +38,854 | 66.71% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 94,400 | 660 | 0.0% | — | 112 | +94,400 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 93,800 | 656 | 0.0% | 0.0% | 113 | -1,862 | -1.95% | Q4 2025 | Feb 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 92,540 | 647 | 0.01% | — | 114 | +92,540 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 85,346 | 597 | 0.0% | 0.0% | 115 | -135,417 | -61.34% | Q4 2025 | Feb 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 83,774 | 586 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 82,562 | 577 | 0.01% | 0.0% | 117 | -31,694 | -27.74% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 82,486 | 577 | 0.01% | 0.01% | 118 | +30,109 | 57.49% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 79,995 | 559 | 0.0% | — | 119 | +79,995 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 76,682 | 536 | 0.03% | 0.04% | 120 | +5,626 | 7.92% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 74,130 | 518 | 0.0% | 0.0% | 121 | -23,154 | -23.8% | Q4 2025 | Feb 13, 2026 |
| Pacific Point Advisors, LLC | History | No change | 70,000 | 490 | 0.26% | 0.32% | 122 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CastleKnight Management LP | History | Reduced | 66,300 | 464 | 0.01% | 0.04% | 123 | -198,300 | -74.94% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 65,424 | 457 | 0.0% | 0.0% | 124 | -26,313 | -28.68% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 61,481 | 430 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EQUITABLE TRUST CO | History | No change | 60,772 | 425 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 60,600 | 424 | 0.03% | 0.1% | 127 | -108,889 | -64.25% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 55,115 | 385 | 0.19% | 0.22% | 128 | +792 | 1.46% | Q4 2025 | Feb 09, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 52,454 | 367 | 0.11% | — | 129 | +52,454 | New | Q4 2025 | Feb 09, 2026 |
| Vinva Investment Management Ltd | History | New | 34,985 | 365 | 0.0% | — | 130 | +34,985 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 51,503 | 360 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 51,313 | 359 | 0.01% | — | 132 | +51,313 | New | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Reduced | 49,121 | 343 | 0.0% | 0.0% | 133 | -3,386 | -6.45% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 48,927 | 342 | 0.0% | 0.0% | 134 | -2,986 | -5.75% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 48,714 | 340 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 47,200 | 330 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 46,914 | 328 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 41,224 | 287 | 0.0% | 0.01% | 138 | -532,578 | -92.82% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 39,133 | 273 | 0.0% | 0.0% | 139 | -1,977 | -4.81% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 38,162 | 267 | 0.0% | 0.0% | 140 | +9,674 | 33.96% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 37,692 | 263 | 0.0% | 0.0% | 142 | +26,494 | 236.6% | Q4 2025 | Mar 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 37,700 | 263 | 0.0% | 0.0% | 141 | -2,600 | -6.45% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 36,600 | 256 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 36,064 | 252 | 0.0% | 0.0% | 144 | -28,048 | -43.75% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,374 | 241 | 0.0% | 0.0% | 145 | -8,016 | -18.91% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 34,010 | 238 | 0.0% | 0.0% | 146 | -44,941 | -56.92% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 33,300 | 233 | 0.01% | — | 147 | +33,300 | New | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Added to | 32,532 | 227 | 0.0% | 0.0% | 148 | +2,457 | 8.17% | Q4 2025 | Feb 06, 2026 |
| PharVision Advisers, LLC | History | New | 31,473 | 220 | 0.11% | — | 149 | +31,473 | New | Q4 2025 | Feb 17, 2026 |
| Vontobel Holding Ltd. | History | Added to | 30,954 | 216 | 0.0% | 0.0% | 150 | +17,830 | 135.86% | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 30,801 | 215 | 0.02% | — | 151 | +30,801 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 30,575 | 214 | 0.07% | 0.18% | 152 | -36,950 | -54.72% | Q4 2025 | Jan 20, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 28,559 | 199 | 0.08% | — | 153 | +28,559 | New | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Reduced | 27,065 | 189 | 0.0% | 0.0% | 154 | -2,755 | -9.24% | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, LLC | History | New | 26,673 | 186 | 0.04% | — | 155 | +26,673 | New | Q4 2025 | Feb 26, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 26,484 | 185 | 0.01% | 0.01% | 156 | -1,590 | -5.66% | Q4 2025 | Jan 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 26,346 | 184 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Shay Capital LLC | History | New | 26,000 | 182 | 0.02% | — | 158 | +26,000 | New | Q4 2025 | Feb 17, 2026 |
| One68 Global Capital, LLC | History | New | 26,000 | 182 | 2.14% | — | 159 | +26,000 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 25,585 | 179 | 0.01% | 0.0% | 160 | -1,228 | -4.58% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 25,231 | 176 | 0.0% | 0.01% | 161 | -867 | -3.32% | Q4 2025 | Feb 03, 2026 |
| Scientech Research LLC | History | New | 22,913 | 160 | 0.1% | — | 162 | +22,913 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 23,000 | 159 | 0.0% | 0.0% | 163 | -20,167 | -46.72% | Q4 2025 | Mar 20, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 22,443 | 157 | 0.02% | 0.01% | 164 | +5,443 | 32.02% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 22,525 | 157 | 0.0% | 0.0% | 165 | -1,954 | -7.98% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,284 | 148 | 0.0% | 0.0% | 166 | -130,095 | -85.94% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,173 | 145 | 0.0% | 0.0% | 167 | +4,954 | 37.48% | Q4 2025 | Jan 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 20,585 | 144 | 0.0% | 0.0% | 168 | -39,646 | -65.82% | Q4 2025 | Feb 13, 2026 |
| Atom Investors LP | History | Reduced | 20,310 | 142 | 0.01% | 0.05% | 169 | -67,625 | -76.9% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 20,210 | 141 | 0.0% | 0.0% | 170 | -163,990 | -89.03% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 20,246 | 141 | 0.0% | 0.0% | 171 | -321 | -1.56% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 20,000 | 140 | 0.0% | — | 172 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 19,793 | 138 | 0.0% | 0.0% | 173 | -6,148 | -23.7% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 19,346 | 135 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 19,124 | 133 | 0.0% | — | 175 | +19,124 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 19,038 | 133 | 0.0% | 0.0% | 176 | -139 | -0.72% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 18,647 | 130 | 0.0% | 0.0% | 177 | +2,997 | 19.15% | Q4 2025 | Feb 06, 2026 |
| Bayforest Capital Ltd | History | Added to | 18,160 | 127 | 0.09% | 0.03% | 178 | +10,648 | 141.75% | Q4 2025 | Jan 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 18,098 | 126 | 0.0% | 0.0% | 179 | +8,179 | 82.46% | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | Added to | 17,876 | 125 | 0.03% | 0.04% | 180 | +264 | 1.5% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 16,532 | 115 | 0.0% | — | 181 | +16,532 | New | Q4 2025 | Feb 13, 2026 |
| Krane Funds Advisors LLC | History | Added to | 16,220 | 113 | 0.0% | 0.0% | 182 | +3,789 | 30.48% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 15,879 | 111 | 0.0% | 0.0% | 183 | +148 | 0.94% | Q4 2025 | Feb 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 21,928 | 110 | 0.08% | 0.12% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 15,282 | 106 | 0.0% | 0.0% | 186 | -322,081 | -95.47% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,150 | 106 | 0.0% | 0.0% | 187 | -39,568 | -72.31% | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | New | 15,272 | 106 | 0.0% | — | 185 | +15,272 | New | Q4 2025 | Jan 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 14,840 | 103 | 0.0% | 0.0% | 188 | +4,067 | 37.75% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,694 | 102 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Added to | 14,188 | 99 | 0.0% | 0.0% | 190 | +277 | 1.99% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 14,140 | 98 | 0.0% | 0.0% | 191 | +2,264 | 19.06% | Q4 2025 | Feb 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 13,798 | 97 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 13,500 | 94 | 0.0% | — | 193 | +13,500 | New | Q4 2025 | Feb 17, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 13,275 | 92 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 13,088 | 91 | 0.0% | 0.0% | 195 | -33,800 | -72.09% | Q4 2025 | Feb 12, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | New | 13,000 | 91 | 0.05% | — | 196 | +13,000 | New | Q4 2025 | Jan 06, 2026 |
| Impact Investors, Inc | History | Reduced | 12,571 | 87 | 0.06% | 0.08% | 197 | -2,498 | -16.58% | Q4 2025 | Jan 21, 2026 |
| Squarepoint Ops LLC | History | Reduced | 12,300 | 86 | 0.0% | 0.0% | 198 | -59,200 | -82.8% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | New | 12,057 | 84 | 0.0% | — | 199 | +12,057 | New | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 11,777 | 82 | 0.0% | — | 200 | +11,777 | New | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 11,750 | 82 | 0.01% | 0.01% | 201 | +500 | 4.44% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 11,727 | 82 | 0.0% | 0.0% | 202 | -409 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 11,207 | 78 | 0.0% | 0.0% | 203 | -11,100 | -49.76% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 10,929 | 76 | 0.0% | 0.0% | 204 | -1,255 | -10.3% | Q4 2025 | Jan 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 10,817 | 75 | 0.0% | 0.0% | 205 | -11,820 | -52.22% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 10,412 | 72 | 0.0% | 0.0% | 206 | +294 | 2.91% | Q4 2025 | Feb 18, 2026 |
| SIG BROKERAGE, LP | History | New | 10,000 | 70 | 0.0% | — | 207 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,777 | 68 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KBC Group NV | History | Added to | 9,632 | 67 | 0.0% | 0.0% | 209 | +4,516 | 88.27% | Q4 2025 | Jan 26, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 9,150 | 64 | 0.0% | 0.0% | 211 | +4,607 | 101.41% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,266 | 64 | 0.0% | 0.0% | 210 | +2,271 | 32.47% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 124 | 63 | 0.01% | 0.0% | 212 | -227 | -64.67% | Q4 2025 | Jan 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 6,939 | 48 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,438 | 45 | 0.0% | — | 215 | +6,438 | New | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 6,452 | 45 | 0.0% | 0.0% | 214 | -21 | -0.32% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 6,422 | 44 | 0.03% | 0.03% | 216 | -299 | -4.45% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 5,887 | 41 | 0.0% | 0.0% | 217 | +527 | 9.83% | Q4 2025 | Jan 26, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 5,740 | 40 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 5,593 | 39 | 0.0% | 0.0% | 219 | -368 | -6.17% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,372 | 30 | 0.0% | 0.0% | 221 | -9,122 | -67.6% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,391 | 30 | 0.0% | 0.0% | 220 | +2,810 | 177.74% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,981 | 27 | 0.0% | 0.0% | 222 | +418 | 11.73% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,810 | 26 | 0.0% | 0.0% | 224 | -1,225 | -24.33% | Q4 2025 | Mar 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,748 | 26 | 0.0% | 0.0% | 223 | +388 | 11.55% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 3,617 | 25 | 0.0% | 0.0% | 225 | +121 | 3.46% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 3,323 | 23 | 0.0% | 0.0% | 226 | +1,430 | 75.54% | Q4 2025 | Jan 05, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 3,142 | 21 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 2,784 | 19 | 0.0% | — | 228 | +2,784 | New | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 2,595 | 18 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,378 | 17 | 0.0% | 0.0% | 231 | +685 | 40.46% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Added to | 2,480 | 17 | 0.0% | 0.0% | 232 | +514 | 26.14% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,434 | 17 | 0.0% | 0.0% | 230 | -365 | -13.04% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 2,242 | 15 | 0.0% | — | 233 | +2,242 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,058 | 14 | 0.0% | 0.0% | 235 | -7,629 | -78.76% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,090 | 14 | 0.0% | 0.0% | 234 | -125 | -5.64% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 1,938 | 13 | 0.01% | — | 237 | +1,938 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,984 | 13 | 0.0% | 0.0% | 236 | +1,628 | 457.3% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | Reduced | 1,666 | 12 | 0.01% | 0.01% | 239 | -162 | -8.86% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,812 | 12 | 0.0% | 0.0% | 238 | -51 | -2.74% | Q4 2025 | Jan 15, 2026 |
| NCP Inc. | History | New | 1,514 | 10 | 0.01% | — | 240 | +1,514 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,412 | 9 | 0.0% | 0.0% | 242 | -60 | -4.08% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | No change | 1,400 | 9 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,370 | 9 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,270 | 8 | 0.0% | 0.0% | 245 | -10,402 | -89.12% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,151 | 8 | 0.0% | — | 246 | +1,089 | 1756.45% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,184 | 8 | 0.0% | 0.0% | 244 | -137 | -10.37% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 839 | 7 | 0.0% | — | 248 | +839 | New | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,069 | 7 | 0.0% | 0.0% | 247 | -650 | -37.81% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,083 | 7 | 0.0% | 0.0% | 249 | -432 | -28.51% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | No change | 1,000 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Colonial Trust Advisors | History | No change | 1,100 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | No change | 1,116 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 938 | 6 | 0.0% | — | 254 | +938 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 869 | 6 | 0.0% | 0.0% | 253 | +79 | 10.0% | Q4 2025 | Feb 10, 2026 |
| Raiffeisen Bank International AG | History | Reduced | 1,060 | 6 | 0.0% | 0.0% | 255 | -68 | -6.03% | Q4 2025 | Feb 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 617 | 4 | 0.0% | 0.02% | 260 | -4,206 | -87.21% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 622 | 4 | 0.0% | 0.0% | 258 | -3,983 | -86.49% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 712 | 4 | 0.0% | 0.0% | 259 | +111 | 18.47% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 618 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 506 | 3 | 0.0% | 0.0% | 261 | +275 | 119.05% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 434 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 448 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SageView Advisory Group, LLC | History | New | 336 | 2 | 0.0% | — | 272 | +336 | New | Q4 2025 | Feb 17, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 400 | 2 | 0.0% | 0.0% | 276 | -70 | -14.89% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Added to | 369 | 2 | 0.0% | 0.0% | 265 | +67 | 22.19% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 320 | 2 | 0.0% | 0.0% | 268 | -40 | -11.11% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 400 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 327 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 416 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Banque Cantonale Vaudoise | History | No change | 271 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 400 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 411 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 308 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nemes Rush Group LLC | History | No change | 359 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Plato Investment Management Ltd | History | No change | 349 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 159 | 1 | 0.0% | 0.0% | 283 | -992 | -86.19% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 208 | 1 | 0.0% | 0.0% | 282 | -386 | -64.98% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 230 | 1 | 0.0% | — | 291 | +230 | New | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 229 | 1 | 0.0% | — | 281 | +229 | New | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 278 | 1 | 0.0% | — | 277 | +200 | 256.41% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 189 | 1 | 0.0% | — | 280 | +189 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 232 | 1 | 0.0% | 0.0% | 286 | -132 | -36.26% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 183 | 1 | 0.0% | 0.0% | 279 | -109 | -37.33% | Q4 2025 | Feb 20, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 253 | 1 | 0.0% | 0.0% | 285 | -100 | -28.33% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 274 | 1 | 0.0% | 0.0% | 284 | +63 | 29.86% | Q4 2025 | Jan 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 233 | 1 | 0.0% | 0.0% | 287 | -15 | -6.05% | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | No change | 152 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 209 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Whipplewood Advisors, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Banque Transatlantique SA | History | No change | 160 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Invenomic Capital Management LP | History | Closed out | 0 | 0 | — | 0.51% | — | -1,372,977 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -474,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -327,551 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -260,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -215,976 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -193,709 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -178,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -135,496 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -85,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -80,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Murphy Pohlad Asset Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -51,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,358 | -100.0% | Q3 2025 | Jan 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -36,226 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LGT Group Foundation | History | Closed out | 0 | 0 | — | 0.0% | — | -30,152 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -28,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,040 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24,990 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -24,489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -23,983 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,094 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -22,942 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,799 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -17,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,207 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,267 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.02% | — | -15,234 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Planning, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -12,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,378 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Manhattan West Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,266 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,875 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,896 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,013 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 18 | 0 | — | 0.0% | — | -924 | -98.09% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -748 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Physician Wealth Advisors, Inc. | History | Reduced | 139 | 0 | — | 0.0% | — | -309 | -68.97% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BARRETT & COMPANY, INC. | History | Reduced | 30 | 0 | — | 0.0% | — | -200 | -86.96% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 50 | 0 | — | 0.0% | — | -149 | -74.87% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 73 | 0 | — | 0.0% | — | -118 | -61.78% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 33 | 0 | — | 0.0% | — | -117 | -78.0% | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | New | 109 | 0 | — | — | — | +109 | New | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -105 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -103 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Bell Investment Advisors, Inc | History | Reduced | 14 | 0 | — | — | — | -88 | -86.27% | Q4 2025 | Feb 24, 2026 |
| Parkside Financial Bank & Trust | History | New | 85 | 0 | — | — | — | +85 | New | Q4 2025 | Feb 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 50 | 0 | — | 0.0% | — | -80 | -61.54% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -80 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -79 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | — | — | -68 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Golden State Wealth Management, LLC | History | Reduced | 41 | 0 | — | — | — | -61 | -59.8% | Q4 2025 | Feb 13, 2026 |
| Jessup Wealth Management, Inc | History | New | 61 | 0 | — | — | — | +61 | New | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 41 | 0 | — | — | — | -59 | -59.0% | Q4 2025 | Feb 10, 2026 |
| Purpose Unlimited Inc. | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Mar 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 30, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 26 | 0 | — | — | — | -48 | -64.86% | Q4 2025 | Jan 07, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CURIO WEALTH, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Oct 10, 2025 |
| AMERIFLEX GROUP, INC. | History | Reduced | 23 | 0 | — | — | — | -23 | -50.0% | Q4 2025 | Feb 18, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 76 | 0 | — | — | — | -21 | -21.65% | Q4 2025 | Jan 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -16 | -94.12% | Q4 2025 | Feb 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 59 | 0 | — | — | — | -11 | -15.71% | Q4 2025 | Feb 23, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -10 | -83.33% | Q4 2025 | Feb 05, 2026 |
| Navalign, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q4 2025 | Feb 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 18, 2026 |
| SHP Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Mar 04, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 6 | 0 | — | — | — | -4 | -40.0% | Q4 2025 | Jan 16, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 14 | 0 | — | — | — | -3 | -17.65% | Q4 2025 | Jan 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Asset Dedication, LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Winch Advisory Services, LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hurley Capital, LLC | History | No change | 52 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| McIlrath & Eck, LLC | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pacifica Partners Inc. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Citizens National Bank Trust Department | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Missouri Trust & Investment Co | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SWAN Capital LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Perspectives, Inc | History | No change | 97 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gen-Wealth Partners Inc | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Wealth Partners, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dogwood Wealth Management LLC | History | No change | 141 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Boreal Capital Management LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |