Tempus AI, Inc. - TEM
Detailed investor-level table based on 13F positions.
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 | 10,258,621 | 605,771 | 0.01% | 0.01% | 1 | +817,014 | 8.65% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,842,974 | 581,227 | 0.07% | 0.09% | 2 | -265,963 | -2.63% | Q4 2025 | Feb 17, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 8,741,442 | 516,182 | 0.43% | 0.58% | 3 | -950,999 | -9.81% | Q4 2025 | Jan 23, 2026 |
| ARK Investment Management LLC | History | Added to | 7,557,583 | 446,275 | 2.96% | 3.45% | 4 | +381,816 | 5.32% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 7,516,110 | 443,826 | 0.01% | 0.01% | 5 | +778,844 | 11.56% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | New | 6,761,507 | 399,266 | 14.66% | — | 6 | +6,761,507 | New | Q4 2025 | Jan 30, 2026 |
| SOFTBANK GROUP CORP. | History | No change | 5,405,406 | 319,189 | 2.06% | 1.68% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,392,030 | 318,399 | 0.05% | 0.08% | 8 | -1,151,845 | -17.6% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,909,920 | 289,930 | 0.02% | 0.02% | 9 | -19,441 | -0.39% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 3,504,823 | 206,959 | 0.12% | 0.16% | 10 | +41,728 | 1.2% | Q4 2025 | Jan 23, 2026 |
| Amova Asset Management Americas, Inc. | History | Added to | 3,504,823 | 206,959 | 2.39% | 2.71% | 11 | +41,728 | 1.2% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,158,870 | 186,531 | 0.03% | 0.03% | 12 | +879,325 | 38.57% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,330,915 | 137,640 | 0.08% | 0.25% | 13 | -3,074,569 | -56.88% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,083,394 | 123,024 | 0.01% | 0.01% | 14 | -332,790 | -13.77% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,055,983 | 121,405 | 0.01% | 0.02% | 15 | +405,638 | 24.58% | Q4 2025 | Mar 25, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,870,510 | 110,478 | 0.01% | 0.01% | 16 | +141,680 | 8.2% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,861,782 | 109,938 | 0.03% | 0.03% | 17 | +405,662 | 27.86% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 1,747,912 | 103,214 | 0.02% | 0.03% | 18 | -972,946 | -35.76% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,651,381 | 97,514 | 0.14% | 0.15% | 19 | +385,076 | 30.41% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,616,338 | 95,444 | 0.0% | 0.0% | 20 | +143,676 | 9.76% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,573,530 | 92,916 | 0.33% | 0.44% | 21 | -33,553 | -2.09% | Q4 2025 | Feb 17, 2026 |
| Alphabet Inc. | History | No change | 1,551,102 | 91,592 | 3.55% | 5.2% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Added to | 1,506,377 | 88,951 | 0.17% | 0.17% | 23 | +75,777 | 5.3% | Q4 2025 | Mar 12, 2026 |
| Lingotto Investment Management LLP | History | Added to | 1,143,526 | 67,525 | 1.18% | 1.17% | 24 | +359,667 | 45.88% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,140,489 | 67,345 | 0.0% | 0.01% | 25 | -1,413,104 | -55.34% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 1,033,414 | 61,023 | 0.09% | 0.11% | 26 | +126,314 | 13.93% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 963,491 | 58,185 | 0.09% | 0.12% | 27 | +15,210 | 1.6% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 816,840 | 48,234 | 0.01% | — | 28 | +816,840 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 743,268 | 43,889 | 0.01% | 0.01% | 29 | +33,573 | 4.73% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 738,646 | 43,617 | 0.04% | 0.01% | 30 | +677,557 | 1109.13% | Q4 2025 | Feb 13, 2026 |
| Clear Street Group Inc. | History | Added to | 723,365 | 42,714 | 0.16% | 0.2% | 31 | +6,959 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | Reduced | 679,823 | 40,143 | 0.25% | 0.43% | 32 | -79,910 | -10.52% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 629,595 | 37,177 | 0.1% | 0.08% | 33 | +229,490 | 57.36% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 582,034 | 34,369 | 0.01% | 0.02% | 34 | +22,148 | 3.96% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 578,858 | 34,181 | 0.04% | 0.06% | 35 | -139,942 | -19.47% | Q4 2025 | Feb 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 576,774 | 34,058 | 0.36% | 0.64% | 36 | -201,254 | -25.87% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 571,783 | 33,763 | 0.01% | 0.0% | 37 | +336,519 | 143.04% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 558,262 | 32,965 | 0.01% | 0.01% | 38 | +70,020 | 14.34% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 521,029 | 30,766 | 0.02% | 0.04% | 39 | -69,108 | -11.71% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 507,884 | 29,990 | 0.27% | 0.27% | 40 | +180,404 | 55.09% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 479,327 | 28,304 | 0.0% | 0.0% | 41 | +14,291 | 3.07% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 465,462 | 27,485 | 0.03% | — | 42 | +465,462 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 432,686 | 25,550 | 0.0% | — | 43 | +432,686 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 430,892 | 25,444 | 0.05% | 100.1% | 44 | +163,747 | 61.3% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 384,491 | 22,704 | 0.01% | 0.01% | 45 | -4,576 | -1.18% | Q4 2025 | Jan 22, 2026 |
| Patient Capital Management, LLC | History | Reduced | 382,128 | 22,564 | 0.87% | 1.25% | 46 | -5,742 | -1.48% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 372,043 | 21,969 | 0.03% | 0.01% | 47 | +334,975 | 903.68% | Q4 2025 | Jan 09, 2026 |
| Invesco Ltd. | History | Added to | 371,674 | 21,947 | 0.0% | 0.0% | 48 | +65,836 | 21.53% | Q4 2025 | Feb 19, 2026 |
| KADENSA CAPITAL Ltd | History | Added to | 364,946 | 21,550 | 2.24% | 2.39% | 49 | +76,911 | 26.7% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Reduced | 359,300 | 21,216 | 0.15% | 0.23% | 50 | -2,500 | -0.69% | Q4 2025 | Feb 17, 2026 |
| BAMCO INC /NY/ | History | Added to | 355,446 | 20,989 | 0.06% | 0.06% | 51 | +92,196 | 35.02% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 320,896 | 18,948 | 0.06% | 0.09% | 52 | +13,004 | 4.22% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 313,411 | 18,506 | 0.0% | 0.0% | 53 | +62,977 | 25.15% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 311,389 | 18,387 | 0.04% | 0.05% | 54 | -1,500 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 300,631 | 17,752 | 0.0% | 0.0% | 55 | +737 | 0.25% | Q4 2025 | Feb 10, 2026 |
| Casdin Capital, LLC | History | No change | 294,127 | 17,368 | 1.08% | 1.98% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 264,340 | 15,609 | 1.08% | 1.04% | 57 | +73,512 | 38.52% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | Added to | 263,004 | 15,530 | 0.02% | 0.02% | 58 | +102,878 | 64.25% | Q4 2025 | Jan 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 252,200 | 14,892 | 0.02% | 0.01% | 59 | +155,321 | 160.32% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 248,223 | 14,657 | 0.0% | 0.0% | 60 | +14,895 | 6.38% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 241,523 | 14,261 | 0.0% | 0.01% | 61 | +12,194 | 5.32% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 217,910 | 12,868 | 0.0% | 0.01% | 62 | -397,804 | -64.61% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 173,499 | 12,489 | 0.01% | 0.05% | 63 | -1,101,050 | -86.39% | Q4 2025 | Feb 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 210,200 | 12,412 | 0.1% | 0.13% | 64 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RTW INVESTMENTS, LP | History | New | 200,000 | 11,810 | 0.12% | — | 65 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| Twin Tree Management, LP | History | Reduced | 199,205 | 11,763 | 0.1% | 0.1% | 66 | -94,795 | -32.24% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 194,191 | 11,467 | 0.03% | 0.05% | 67 | +1,997 | 1.04% | Q4 2025 | Jan 26, 2026 |
| Swiss National Bank | History | Added to | 182,900 | 10,800 | 0.01% | 0.01% | 68 | +3,700 | 2.06% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 177,200 | 10,463 | 0.01% | — | 69 | +177,200 | New | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 172,876 | 10,208 | 0.02% | — | 70 | +172,876 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 169,040 | 9,981 | 0.02% | 0.02% | 71 | +33,974 | 25.15% | Q4 2025 | Feb 17, 2026 |
| Sculptor Capital LP | History | No change | 168,100 | 9,926 | 0.1% | 0.16% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 165,879 | 9,801 | 0.0% | 0.0% | 73 | +134,135 | 422.55% | Q4 2025 | Feb 12, 2026 |
| ARES MANAGEMENT LLC | History | No change | 164,383 | 9,706 | 0.55% | 0.6% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 158,131 | 9,337 | 0.13% | 0.25% | 75 | -2,431 | -1.51% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | Reduced | 149,527 | 8,829 | 0.11% | 0.31% | 76 | -167,169 | -52.79% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 147,967 | 8,737 | 0.02% | 0.04% | 77 | -160,949 | -52.1% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 145,742 | 8,606 | 0.0% | 0.0% | 78 | -51,078 | -25.95% | Q4 2025 | Feb 13, 2026 |
| Contrarius Group Holdings Ltd | History | New | 135,026 | 7,973 | 0.39% | — | 79 | +135,026 | New | Q4 2025 | Feb 11, 2026 |
| WS MANAGEMENT LLLP | History | Reduced | 130,000 | 7,676 | 0.63% | 3.68% | 80 | -288,836 | -68.96% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 121,547 | 7,178 | 0.05% | 0.08% | 81 | -10,551 | -7.99% | Q4 2025 | Jan 29, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | History | No change | 117,652 | 6,947 | 0.11% | 0.16% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 117,513 | 6,938 | 0.0% | 0.0% | 83 | -42,547 | -26.58% | Q4 2025 | Feb 18, 2026 |
| Voleon Capital Management LP | History | Added to | 111,503 | 6,584 | 0.14% | 0.22% | 84 | +2,185 | 2.0% | Q4 2025 | Feb 17, 2026 |
| H&H International Investment, LLC | History | New | 110,000 | 6,495 | 0.04% | — | 85 | +110,000 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 106,073 | 6,263 | 0.05% | 0.06% | 86 | +17,510 | 19.77% | Q4 2025 | Jan 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 105,314 | 6,218 | 0.02% | 0.03% | 87 | +4,038 | 3.99% | Q4 2025 | Jan 26, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 99,361 | 5,867 | 0.0% | 0.01% | 88 | +11,413 | 12.98% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 90,619 | 5,351 | 0.08% | 0.1% | 89 | +6,263 | 7.42% | Q4 2025 | Feb 13, 2026 |
| DLD Asset Management, LP | History | New | 90,270 | 5,330 | 0.39% | — | 90 | +90,270 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 88,800 | 5,243 | 0.01% | 0.05% | 91 | -355,500 | -80.01% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 87,504 | 5,167 | 0.01% | 0.01% | 92 | +782 | 0.9% | Q4 2025 | Feb 17, 2026 |
| Blue Water Life Science Advisors, LP | History | Added to | 86,412 | 5,102 | 3.2% | 5.33% | 93 | +14,000 | 19.33% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 80,000 | 4,988 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 81,197 | 4,794 | 0.01% | 0.02% | 95 | +10,256 | 14.46% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | New | 78,743 | 4,649 | 0.01% | — | 96 | +78,743 | New | Q4 2025 | Feb 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 76,843 | 4,537 | 1.09% | 1.74% | 97 | -5,756 | -6.97% | Q4 2025 | Feb 17, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 76,621 | 4,524 | 0.57% | 0.74% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 76,400 | 4,511 | 0.01% | 0.03% | 99 | -205,256 | -72.87% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 74,092 | 4,375 | 0.01% | 0.01% | 100 | +5,750 | 8.41% | Q4 2025 | Feb 12, 2026 |
| Westwind Capital | History | Added to | 72,505 | 4,281 | 0.87% | 1.22% | 101 | +103 | 0.14% | Q4 2025 | Jan 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 72,383 | 4,274 | 0.0% | — | 102 | +72,383 | New | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 70,568 | 4,167 | 0.34% | 0.31% | 103 | +26,785 | 61.18% | Q4 2025 | Feb 12, 2026 |
| Crawford Fund Management, LLC | History | Added to | 69,500 | 4,103 | 0.54% | 0.56% | 104 | +26,000 | 59.77% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 69,424 | 4,099 | 0.0% | 0.01% | 105 | -22,237 | -24.26% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 68,858 | 4,064 | 0.0% | 0.04% | 106 | -345,961 | -83.4% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 66,940 | 3,952 | 0.05% | 0.08% | 107 | -18,849 | -21.97% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 66,777 | 3,943 | 0.21% | — | 108 | +66,777 | New | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 65,321 | 3,930 | 0.01% | 0.01% | 109 | -11,455 | -14.92% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,193 | 3,731 | 0.01% | 0.01% | 110 | +1,542 | 2.5% | Q4 2025 | Feb 17, 2026 |
| Renaissance Capital LLC | History | Reduced | 60,687 | 3,583 | 2.58% | 3.81% | 111 | -23,479 | -27.9% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 51,481 | 3,456 | 0.16% | 0.3% | 112 | -6,471 | -11.17% | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | Added to | 58,430 | 3,450 | 0.14% | 0.0% | 113 | +58,414 | 365087.5% | Q4 2025 | Jan 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 57,948 | 3,421 | 0.01% | 0.01% | 114 | -4,015 | -6.48% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 48,413 | 3,404 | 0.11% | 0.29% | 115 | -49,693 | -50.65% | Q4 2025 | Jan 23, 2026 |
| Headlands Technologies LLC | History | Reduced | 55,472 | 3,275 | 0.27% | 0.45% | 116 | -14,122 | -20.29% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | Added to | 54,797 | 3,236 | 0.13% | 0.05% | 117 | +43,490 | 384.63% | Q4 2025 | Feb 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 54,186 | 3,199 | 0.78% | 0.0% | 118 | +54,115 | 76218.31% | Q4 2025 | Mar 03, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 53,940 | 3,185 | 0.32% | 0.37% | 119 | +9,640 | 21.76% | Q4 2025 | Jan 26, 2026 |
| Brevan Howard Capital Management LP | History | New | 50,121 | 2,959 | 0.03% | — | 120 | +50,121 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 48,488 | 2,947 | 0.0% | 0.0% | 121 | +36,096 | 291.28% | Q4 2025 | Jan 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 48,881 | 2,886 | 0.01% | 0.0% | 122 | +37,923 | 346.08% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 48,071 | 2,838 | 0.0% | 0.01% | 123 | -22,198 | -31.59% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 47,704 | 2,816 | 0.0% | 0.0% | 124 | +22,912 | 92.42% | Q4 2025 | Feb 13, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 46,352 | 2,737 | 2.51% | 3.57% | 125 | +577 | 1.26% | Q4 2025 | Jan 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 45,800 | 2,704 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 45,605 | 2,692 | 0.54% | 0.74% | 127 | -835 | -1.8% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 45,474 | 2,685 | 0.09% | 0.16% | 128 | -11,894 | -20.73% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 45,397 | 2,680 | 0.0% | 0.0% | 129 | -10,909 | -19.37% | Q4 2025 | Feb 10, 2026 |
| Torrey Growth & Income Advisors | History | Reduced | 42,615 | 2,516 | 0.88% | 1.2% | 130 | -7,900 | -15.64% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 42,460 | 2,507 | 0.01% | 0.02% | 131 | -6,600 | -13.45% | Q4 2025 | Feb 18, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 42,000 | 2,480 | 0.6% | 0.37% | 132 | +21,000 | 100.0% | Q4 2025 | Feb 02, 2026 |
| RFG Advisory, LLC | History | Added to | 41,736 | 2,464 | 0.05% | 0.07% | 133 | +1,136 | 2.8% | Q4 2025 | Feb 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 40,842 | 2,411 | 0.02% | 0.02% | 134 | +4,186 | 11.42% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 40,246 | 2,377 | 0.01% | 0.01% | 135 | +3,240 | 8.76% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | New | 40,091 | 2,367 | 0.05% | — | 136 | +40,091 | New | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 39,943 | 2,359 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 39,722 | 2,345 | 0.68% | 1.0% | 138 | -761 | -1.88% | Q4 2025 | Jan 23, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 38,979 | 2,301 | 0.01% | 0.01% | 139 | -20 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 38,400 | 2,267 | 0.06% | 0.1% | 140 | -3,000 | -7.25% | Q4 2025 | Feb 10, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 38,352 | 2,264 | 0.17% | — | 141 | +38,352 | New | Q4 2025 | Feb 03, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 38,118 | 2,250 | 0.02% | 0.04% | 142 | -2,093 | -5.21% | Q4 2025 | Feb 02, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 36,441 | 2,151 | 0.65% | 0.85% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 351 | 2,141 | 0.15% | 0.19% | 144 | -36,253 | -99.04% | Q4 2025 | Feb 11, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 35,843 | 2,117 | 0.08% | 0.1% | 145 | +3,029 | 9.23% | Q4 2025 | Feb 06, 2026 |
| DnB Asset Management AS | History | Reduced | 35,637 | 2,104 | 0.01% | 0.02% | 146 | -15,515 | -30.33% | Q4 2025 | Feb 05, 2026 |
| Prosight Management, LP | History | New | 35,000 | 2,066 | 0.43% | — | 147 | +35,000 | New | Q4 2025 | Feb 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 34,185 | 2,018 | 0.0% | 0.0% | 148 | -18,715 | -35.38% | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 33,891 | 2,001 | 0.03% | 0.04% | 149 | +7,509 | 28.46% | Q4 2025 | Feb 12, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 33,731 | 1,991 | 0.12% | 0.12% | 150 | +9,625 | 39.93% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 32,830 | 1,938 | 0.01% | 0.01% | 151 | +2,585 | 8.55% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 32,635 | 1,927 | 0.01% | 0.01% | 152 | -476 | -1.44% | Q4 2025 | Jan 30, 2026 |
| Qsemble Capital Management, LP | History | New | 32,501 | 1,919 | 0.16% | — | 153 | +32,501 | New | Q4 2025 | Feb 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 31,964 | 1,887 | 0.09% | 0.01% | 154 | +28,589 | 847.08% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 31,953 | 1,886 | 0.0% | 0.01% | 155 | -34,807 | -52.14% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 31,677 | 1,870 | 0.0% | 0.0% | 156 | -2,670 | -7.77% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | New | 31,600 | 1,866 | 0.01% | — | 157 | +31,600 | New | Q4 2025 | Feb 06, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | New | 31,554 | 1,863 | 0.9% | — | 158 | +31,554 | New | Q4 2025 | Feb 11, 2026 |
| Finivi Inc. | History | New | 31,071 | 1,834 | 1.06% | — | 159 | +31,071 | New | Q4 2025 | Jan 27, 2026 |
| Tidal Investments LLC | History | Reduced | 30,686 | 1,812 | 0.0% | 0.01% | 160 | -11,841 | -27.84% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 30,632 | 1,808 | 0.0% | 0.0% | 161 | +4,528 | 17.35% | Q4 2025 | Feb 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 30,180 | 1,782 | 0.05% | 0.07% | 162 | +42 | 0.14% | Q4 2025 | Jan 12, 2026 |
| Employees Retirement System of Texas | History | No change | 29,948 | 1,768 | 0.01% | 0.02% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 29,368 | 1,734 | 0.0% | 0.0% | 164 | +2,393 | 8.87% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,252 | 1,668 | 0.0% | 0.01% | 165 | -6,026 | -17.58% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 28,247 | 1,667 | 0.0% | — | 166 | +28,247 | New | Q4 2025 | Feb 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 28,168 | 1,663 | 0.13% | 0.2% | 167 | -1,400 | -4.73% | Q4 2025 | Jan 29, 2026 |
| Man Group plc | History | Reduced | 27,999 | 1,653 | 0.0% | 0.04% | 168 | -271,178 | -90.64% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,298 | 1,611 | 0.0% | 0.0% | 169 | -7,892 | -22.43% | Q4 2025 | Feb 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 27,143 | 1,602 | 0.24% | 0.34% | 170 | -434 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 26,622 | 1,572 | 0.06% | 0.08% | 171 | +272 | 1.03% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,242 | 1,549 | 0.0% | 0.0% | 172 | +6,966 | 36.14% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | New | 26,002 | 1,535 | 0.35% | — | 173 | +26,002 | New | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 25,731 | 1,519 | 0.01% | 0.01% | 174 | -1,594 | -5.83% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,551 | 1,508 | 0.0% | 0.0% | 175 | +8,592 | 50.66% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 25,215 | 1,488 | 0.0% | 0.0% | 176 | -1,283 | -4.84% | Q4 2025 | Feb 18, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | New | 24,700 | 1,459 | 0.21% | — | 177 | +24,700 | New | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Added to | 24,391 | 1,440 | 0.17% | 0.15% | 178 | +10,855 | 80.19% | Q4 2025 | Feb 17, 2026 |
| BlueCrest Capital Management Ltd | History | New | 24,241 | 1,431 | 0.04% | — | 179 | +24,241 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 23,694 | 1,399 | 0.0% | 0.0% | 180 | -10,241 | -30.18% | Q4 2025 | Feb 17, 2026 |
| Wellington Shields Capital Management, LLC | History | New | 23,594 | 1,393 | 0.2% | — | 181 | +23,594 | New | Q4 2025 | Feb 09, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 23,131 | 1,365 | 0.0% | 0.0% | 182 | +9,435 | 68.89% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 21,658 | 1,278 | 0.0% | 0.0% | 183 | +8,794 | 68.36% | Q4 2025 | Feb 17, 2026 |
| FirstWave Capital Management LLC | History | New | 21,635 | 1,277 | 0.76% | — | 184 | +21,635 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 21,061 | 1,243 | 0.0% | 0.0% | 185 | -5,832 | -21.69% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,032 | 1,241 | 0.02% | 0.01% | 186 | +9,320 | 79.58% | Q4 2025 | Jan 29, 2026 |
| FORA Capital, LLC | History | Added to | 22,038 | 1,216 | 0.15% | 0.22% | 187 | +6,630 | 43.03% | Q4 2025 | Feb 13, 2026 |
| Canal Insurance CO | History | New | 20,000 | 1,181 | 0.29% | — | 188 | +20,000 | New | Q4 2025 | Feb 03, 2026 |
| Step Capital Management Pte. Ltd. | History | New | 20,000 | 1,181 | 0.54% | — | 189 | +20,000 | New | Q4 2025 | Jan 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,800 | 1,169 | 0.0% | 0.01% | 190 | +500 | 2.59% | Q4 2025 | Jan 28, 2026 |
| Krane Funds Advisors LLC | History | Reduced | 19,699 | 1,163 | 0.04% | 0.07% | 191 | -8,531 | -30.22% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 21,382 | 1,135 | 0.0% | 0.0% | 192 | -96,670 | -81.89% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 18,808 | 1,110 | 0.0% | 0.0% | 193 | +14,323 | 319.35% | Q4 2025 | Feb 17, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | New | 18,455 | 1,089 | 0.95% | — | 194 | +18,455 | New | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 18,261 | 1,078 | 0.0% | 0.0% | 195 | +6,004 | 48.98% | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 18,256 | 1,078 | 0.11% | 0.16% | 196 | -423 | -2.26% | Q4 2025 | Feb 11, 2026 |
| Alphadyne Asset Management LP | History | Added to | 18,160 | 1,072 | 0.03% | 0.09% | 197 | +4,693 | 34.85% | Q4 2025 | Feb 17, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 18,127 | 1,070 | 0.02% | 0.03% | 198 | -94 | -0.52% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 18,003 | 1,063 | 0.09% | 0.05% | 199 | +10,523 | 140.68% | Q4 2025 | Feb 06, 2026 |
| Burkehill Global Management, LP | History | Reduced | 17,800 | 1,051 | 0.07% | 0.19% | 200 | -24,200 | -57.62% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 17,790 | 1,050 | 0.03% | 0.04% | 201 | -2,160 | -10.83% | Q4 2025 | Feb 03, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 17,597 | 1,044 | 0.0% | 0.0% | 202 | +2,561 | 17.03% | Q4 2025 | Mar 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,691 | 985 | 0.0% | 0.0% | 203 | +4,995 | 42.71% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 15,993 | 944 | 0.0% | 0.05% | 204 | -888,879 | -98.23% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 15,968 | 942 | 0.0% | — | 205 | +15,968 | New | Q4 2025 | Feb 13, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 15,897 | 938 | 0.28% | — | 206 | +15,897 | New | Q4 2025 | Jan 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 15,689 | 926 | 0.0% | 0.0% | 207 | -627 | -3.84% | Q4 2025 | Feb 13, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 15,002 | 885 | 0.12% | 0.2% | 208 | -2,000 | -11.76% | Q4 2025 | Jan 23, 2026 |
| Amundi | History | Added to | 14,542 | 858 | 0.0% | 0.0% | 209 | +6,827 | 88.49% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 14,514 | 857 | 0.01% | 0.01% | 210 | +2,589 | 21.71% | Q4 2025 | Feb 12, 2026 |
| Generali Investments, Management Co LLC | History | Added to | 14,375 | 848 | 0.17% | 0.14% | 211 | +6,165 | 75.09% | Q4 2025 | Jan 29, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 14,232 | 840 | 0.02% | 0.03% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Balefire, LLC | History | Added to | 14,132 | 834 | 0.16% | 0.23% | 213 | +106 | 0.76% | Q4 2025 | Jan 12, 2026 |
| Encompass More Asset Management | History | Added to | 13,667 | 807 | 0.15% | 0.19% | 214 | +1,406 | 11.47% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 13,539 | 799 | 0.0% | — | 215 | +13,539 | New | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 13,082 | 772 | 0.0% | 0.0% | 216 | +9,389 | 254.24% | Q4 2025 | Feb 13, 2026 |
| Longaeva Partners L.P. | History | New | 12,772 | 754 | 0.06% | — | 218 | +12,772 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 12,771 | 754 | 0.09% | — | 217 | +12,771 | New | Q4 2025 | Jan 15, 2026 |
| Legacy Bridge, LLC | History | Added to | 12,418 | 733 | 0.3% | 0.41% | 219 | +193 | 1.58% | Q4 2025 | Jan 23, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 12,204 | 720 | 0.05% | 0.07% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,940 | 705 | 0.0% | 0.0% | 221 | +862 | 7.78% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11,799 | 696 | 0.0% | 0.01% | 222 | +2,185 | 22.73% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,758 | 694 | 0.0% | 0.0% | 223 | +2,213 | 23.18% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,537 | 681 | 0.0% | 0.0% | 224 | +3,200 | 38.38% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 11,487 | 678 | 0.0% | 0.0% | 225 | +1,687 | 17.21% | Q4 2025 | Feb 12, 2026 |
| Lauer Wealth, LLC | History | Reduced | 9,900 | 676 | 0.5% | 0.74% | 226 | -1,300 | -11.61% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,577 | 665 | 0.0% | 0.0% | 227 | -352 | -3.55% | Q4 2025 | Jan 08, 2026 |
| Guardian Partners Inc. | History | Reduced | 12,400 | 661 | 0.05% | 0.1% | 228 | -1,000 | -7.46% | Q4 2025 | Feb 17, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 11,000 | 649 | 0.44% | 0.29% | 229 | +6,000 | 120.0% | Q4 2025 | Jan 20, 2026 |
| Forum Financial Management, LP | History | Added to | 10,883 | 642 | 0.01% | 0.01% | 230 | +2,571 | 30.93% | Q4 2025 | Jan 27, 2026 |
| Wellington Shields & Co., LLC | History | New | 10,400 | 614 | 0.15% | — | 231 | +10,400 | New | Q4 2025 | Feb 09, 2026 |
| Vident Advisory, LLC | History | Added to | 10,376 | 612 | 0.01% | 0.01% | 232 | +522 | 5.3% | Q4 2025 | Feb 18, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Added to | 10,000 | 590 | 0.82% | 0.55% | 233 | +5,000 | 100.0% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,877 | 583 | 0.02% | — | 234 | +9,877 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 9,669 | 570 | 0.0% | — | 235 | +9,669 | New | Q4 2025 | Feb 10, 2026 |
| Eddie Patel Inc | History | New | 9,665 | 570 | 0.42% | — | 236 | +9,665 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,445 | 557 | 0.0% | 0.0% | 237 | -9,615 | -50.45% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,361 | 552 | 0.0% | — | 238 | +9,361 | New | Q4 2025 | Feb 18, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 9,252 | 546 | 0.18% | 0.68% | 239 | -13,541 | -59.41% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,215 | 544 | 0.0% | 0.0% | 240 | +914 | 11.01% | Q4 2025 | Feb 06, 2026 |
| Illinois Municipal Retirement Fund | History | New | 9,094 | 537 | 0.01% | — | 241 | +9,094 | New | Q4 2025 | Feb 11, 2026 |
| Regal Partners Ltd | History | New | 9,000 | 531 | 0.03% | — | 242 | +9,000 | New | Q4 2025 | Feb 18, 2026 |
| Verition Fund Management LLC | History | Added to | 8,960 | 529 | 0.0% | 0.0% | 243 | +4,243 | 89.95% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 8,707 | 514 | 0.02% | 0.01% | 244 | +3,439 | 65.28% | Q4 2025 | Jan 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,555 | 505 | 0.01% | 0.02% | 245 | +915 | 11.98% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 8,340 | 492 | 0.0% | 0.0% | 246 | -821 | -8.96% | Q4 2025 | Feb 17, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Reduced | 8,320 | 491 | 0.11% | 0.13% | 247 | -420 | -4.81% | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 8,300 | 490 | 0.01% | 0.01% | 248 | +78 | 0.95% | Q4 2025 | Feb 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 8,269 | 488 | 0.0% | 0.0% | 249 | +1,230 | 17.47% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,936 | 469 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 7,941 | 468 | 0.19% | — | 251 | +7,941 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 7,925 | 467 | 0.0% | 0.0% | 252 | +1,627 | 25.83% | Q4 2025 | Feb 06, 2026 |
| NATIXIS | History | Added to | 7,816 | 461 | 0.0% | 0.0% | 253 | +2,007 | 34.55% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 7,784 | 460 | 0.0% | 0.0% | 254 | +1,147 | 17.28% | Q4 2025 | Feb 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 7,700 | 454 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 7,612 | 449 | 0.19% | 0.28% | 256 | +43 | 0.57% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,310 | 431 | 0.0% | 0.0% | 257 | +1,495 | 25.71% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,278 | 429 | 0.0% | 0.0% | 258 | +324 | 4.66% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 7,104 | 419 | 0.0% | 0.0% | 259 | +995 | 16.29% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,055 | 416 | 0.0% | 0.01% | 260 | -22,597 | -76.21% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,007 | 413 | 0.05% | 0.1% | 261 | -4,222 | -37.6% | Q4 2025 | Mar 03, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 6,690 | 395 | 0.0% | 0.0% | 262 | +1,346 | 25.19% | Q4 2025 | Feb 17, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | History | New | 6,507 | 384 | 0.23% | — | 263 | +6,507 | New | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,492 | 383 | 0.0% | 0.0% | 264 | +981 | 17.8% | Q4 2025 | Feb 13, 2026 |
| Nicholas Investment Partners, LP | History | New | 6,459 | 381 | 0.03% | — | 265 | +6,459 | New | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 6,461 | 381 | 0.01% | 0.0% | 266 | +3,467 | 115.8% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | New | 6,421 | 379 | 0.01% | — | 267 | +6,421 | New | Q4 2025 | Feb 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,400 | 377 | 0.0% | — | 268 | +6,400 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,390 | 377 | 0.0% | 0.01% | 269 | +219 | 3.55% | Q4 2025 | Jan 23, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,326 | 373 | 0.07% | 0.1% | 270 | -63 | -0.99% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Added to | 6,203 | 366 | 0.0% | 0.0% | 271 | +934 | 17.73% | Q4 2025 | Feb 12, 2026 |
| Pasadena Private Wealth, LLC | History | New | 6,150 | 363 | 0.05% | — | 272 | +6,150 | New | Q4 2025 | Feb 10, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 6,112 | 360 | 0.01% | — | 273 | +6,112 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | New | 5,704 | 336 | 0.0% | — | 274 | +5,704 | New | Q4 2025 | Jan 30, 2026 |
| Janney Capital Management LLC | History | Added to | 5,444 | 321 | 0.02% | 0.03% | 275 | +94 | 1.76% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | Added to | 5,401 | 318 | 0.0% | 0.0% | 276 | +685 | 14.53% | Q4 2025 | Feb 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 5,348 | 315 | 0.01% | 0.02% | 277 | +354 | 7.09% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,324 | 314 | 0.01% | 0.01% | 278 | +85 | 1.62% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,119 | 302 | 0.0% | 0.0% | 279 | -399 | -7.23% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,129 | 302 | 0.0% | 0.0% | 280 | +143 | 2.87% | Q4 2025 | Mar 16, 2026 |
| Utah Retirement Systems | History | Added to | 5,095 | 300 | 0.0% | 0.0% | 281 | +744 | 17.1% | Q4 2025 | Feb 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 5,000 | 295 | 0.23% | — | 284 | +5,000 | New | Q4 2025 | Mar 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,007 | 295 | 0.0% | 0.0% | 282 | +3 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Clarus Group, Inc. | History | No change | 5,000 | 295 | 0.11% | 0.14% | 283 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 4,986 | 294 | 0.03% | — | 285 | +4,986 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,927 | 290 | 0.02% | — | 286 | +4,927 | New | Q4 2025 | Feb 03, 2026 |
| 9823 Capital, L.P. | History | New | 4,895 | 289 | 0.2% | — | 288 | +4,895 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,906 | 289 | 0.01% | 0.01% | 287 | +800 | 19.48% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,849 | 286 | 0.0% | 0.01% | 289 | -396 | -7.55% | Q4 2025 | Jan 21, 2026 |
| Private Advisory Group LLC | History | New | 4,812 | 284 | 0.02% | — | 290 | +4,812 | New | Q4 2025 | Jan 15, 2026 |
| Bellevue Group AG | History | Reduced | 4,776 | 282 | 0.01% | 0.01% | 291 | -237 | -4.73% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | No change | 4,663 | 275 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 4,586 | 270 | 0.03% | — | 293 | +4,586 | New | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,528 | 267 | 0.01% | 0.01% | 294 | +475 | 11.72% | Q4 2025 | Feb 13, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | Added to | 4,500 | 265 | 0.21% | 0.19% | 295 | +740 | 19.68% | Q4 2025 | Feb 09, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,329 | 255 | 0.0% | — | 296 | +4,329 | New | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 16,135 | 251 | 0.01% | 0.02% | 297 | +2,081 | 14.81% | Q4 2025 | Feb 11, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,453 | 248 | 0.11% | 0.2% | 298 | -674 | -13.15% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 4,129 | 243 | 0.01% | 0.05% | 299 | -19,302 | -82.38% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,057 | 239 | 0.01% | 0.01% | 300 | -165 | -3.91% | Q4 2025 | Feb 02, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,000 | 236 | 0.01% | 0.02% | 301 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PFG Investments, LLC | History | Added to | 3,980 | 235 | 0.01% | 0.02% | 302 | +150 | 3.92% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,979 | 234 | 0.0% | — | 303 | +3,979 | New | Q4 2025 | Jan 29, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 3,937 | 232 | 0.01% | — | 304 | +3,937 | New | Q4 2025 | Jan 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 3,900 | 230 | 0.0% | 0.0% | 305 | -6,100 | -61.0% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | New | 3,908 | 230 | 0.0% | — | 306 | +3,908 | New | Q4 2025 | Feb 18, 2026 |
| Jacksonville Wealth Management, LLC | History | New | 3,876 | 228 | 0.16% | — | 307 | +3,876 | New | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,840 | 226 | 0.0% | 0.0% | 308 | -620 | -13.9% | Q4 2025 | Jan 20, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,756 | 221 | 0.0% | 0.0% | 309 | -13,089 | -77.7% | Q4 2025 | Feb 12, 2026 |
| Blueshift Asset Management, LLC | History | New | 3,718 | 219 | 0.06% | — | 310 | +3,718 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,701 | 218 | 0.0% | 0.0% | 311 | -3,534 | -48.85% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | New | 3,650 | 215 | 0.01% | — | 312 | +3,650 | New | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,653 | 215 | 0.01% | 0.01% | 313 | -111 | -2.95% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,640 | 214 | 0.01% | 0.01% | 314 | +378 | 11.59% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,570 | 210 | 0.01% | 0.1% | 315 | -39,376 | -91.69% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,541 | 209 | 0.0% | 0.01% | 316 | -646 | -15.43% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,532 | 208 | 0.0% | 0.0% | 317 | +194 | 5.81% | Q4 2025 | Feb 02, 2026 |
| Alamea Verwaltungs GmbH | History | New | 3,461 | 207 | 0.14% | — | 318 | +3,461 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 3,503 | 206 | 0.0% | 0.01% | 319 | -15,655 | -81.72% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 3,431 | 202 | 0.0% | 0.0% | 320 | +583 | 20.47% | Q4 2025 | Jan 30, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 3,423 | 202 | 0.02% | 0.03% | 321 | -64 | -1.84% | Q4 2025 | Jan 21, 2026 |
| PharVision Advisers, LLC | History | New | 3,389 | 200 | 0.1% | — | 322 | +3,389 | New | Q4 2025 | Feb 17, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 3,397 | 200 | 0.0% | 0.01% | 323 | -232 | -6.39% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,385 | 199 | 0.0% | 0.01% | 324 | -889 | -20.8% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,179 | 187 | 0.01% | 0.01% | 326 | +2,129 | 202.76% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,177 | 187 | 0.0% | 0.0% | 325 | -672 | -17.46% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,137 | 185 | 0.0% | 0.01% | 327 | +156 | 5.23% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 2,905 | 171 | 0.0% | 0.0% | 328 | -27 | -0.92% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 2,627 | 155 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,600 | 153 | 0.03% | 0.04% | 330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | Added to | 2,301 | 135 | 0.0% | 0.0% | 331 | +333 | 16.92% | Q4 2025 | Feb 02, 2026 |
| Leonteq Securities AG | History | Added to | 2,178 | 128 | 0.0% | 0.0% | 332 | +1,017 | 87.6% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,093 | 123 | 0.0% | 0.0% | 333 | -21,671 | -91.19% | Q4 2025 | Feb 17, 2026 |
| Canton Hathaway, LLC | History | Added to | 2,036 | 120 | 0.02% | 0.01% | 334 | +1,170 | 135.1% | Q4 2025 | Jan 21, 2026 |
| COHEN & STEERS, INC. | History | No change | 2,000 | 118 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 1,825 | 107 | 0.02% | 0.02% | 336 | +134 | 7.92% | Q4 2025 | Jan 14, 2026 |
| Operose Advisors LLC | History | New | 1,539 | 90 | 0.02% | — | 337 | +1,539 | New | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,506 | 88 | 0.0% | — | 338 | +1,506 | New | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | No change | 1,400 | 82 | 0.0% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,312 | 77 | 0.0% | 0.0% | 340 | +391 | 42.45% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 361 | 72 | 0.01% | — | 341 | +356 | 7120.0% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Reduced | 1,190 | 70 | 0.0% | 0.0% | 342 | -2,959 | -71.32% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,162 | 70 | 0.0% | — | 344 | +1,162 | New | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | No change | 1,200 | 70 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,170 | 69 | 0.0% | 0.0% | 345 | +370 | 46.25% | Q4 2025 | Jan 22, 2026 |
| DANSKE BANK A/S | History | Added to | 1,100 | 64 | 0.0% | 0.0% | 346 | +500 | 83.33% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,100 | 64 | 0.0% | 0.0% | 347 | +250 | 29.41% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,055 | 62 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,045 | 61 | 0.0% | 0.0% | 349 | +138 | 15.21% | Q4 2025 | Feb 06, 2026 |
| Pandora Wealth, Inc. | History | New | 1,000 | 59 | 0.04% | — | 350 | +1,000 | New | Q4 2025 | Feb 04, 2026 |
| Greenline Wealth Management LLC | History | New | 925 | 54 | 0.06% | — | 351 | +925 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 900 | 53 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Noble Wealth Management PBC | History | Reduced | 855 | 50 | 0.03% | 0.04% | 353 | -145 | -14.5% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 840 | 49 | 0.0% | 0.0% | 354 | +107 | 14.6% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 743 | 43 | 0.0% | 0.0% | 357 | +427 | 135.13% | Q4 2025 | Jan 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 729 | 43 | 0.0% | 0.0% | 355 | -5 | -0.68% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 744 | 43 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 720 | 42 | 0.0% | 0.0% | 358 | +11 | 1.55% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | New | 706 | 41 | 0.02% | — | 359 | +706 | New | Q4 2025 | Jan 15, 2026 |
| Benson Wealth Management INC | History | New | 704 | 41 | 0.05% | — | 360 | +704 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 687 | 40 | 0.0% | 0.0% | 361 | +562 | 449.6% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 663 | 39 | 0.0% | — | 363 | +663 | New | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 460 | 39 | 0.0% | — | 362 | +460 | New | Q4 2025 | Feb 11, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 616 | 36 | 0.01% | 0.01% | 364 | -209 | -25.33% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | No change | 600 | 35 | 0.01% | 0.02% | 365 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EMC Capital Management | History | Reduced | 500 | 33 | 0.01% | 0.14% | 368 | -3,175 | -86.39% | Q4 2025 | Mar 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 566 | 33 | 0.0% | 0.0% | 367 | -84 | -12.92% | Q4 2025 | Feb 20, 2026 |
| Capital Analysts, LLC | History | Reduced | 554 | 33 | 0.0% | 0.0% | 366 | -1 | -0.18% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 533 | 31 | 0.0% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 513 | 30 | 0.0% | 0.0% | 370 | -17 | -3.21% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | New | 507 | 29 | 0.0% | — | 372 | +507 | New | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Added to | 505 | 29 | 0.0% | 0.0% | 371 | +5 | 1.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 417 | 24 | 0.0% | 0.0% | 374 | +73 | 21.22% | Q4 2025 | Jan 05, 2026 |
| Ancora Advisors LLC | History | Added to | 420 | 24 | 0.0% | 0.0% | 373 | +31 | 7.97% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Added to | 366 | 21 | 0.0% | 0.0% | 375 | +24 | 7.02% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 300 | 20 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 328 | 19 | 0.0% | — | 377 | +328 | New | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 306 | 18 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Your Advocates Ltd., LLP | History | New | 300 | 17 | 0.01% | — | 379 | +300 | New | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 17 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 300 | 17 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 245 | 14 | 0.0% | 0.0% | 382 | +64 | 35.36% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | New | 229 | 13 | 0.0% | — | 385 | +229 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 212 | 13 | 0.01% | 0.01% | 384 | -2 | -0.93% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | No change | 231 | 13 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 184 | 12 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 202 | 11 | 0.0% | — | 387 | +202 | New | Q4 2025 | Jan 20, 2026 |
| Navalign, LLC | History | New | 194 | 11 | 0.0% | — | 390 | +194 | New | Q4 2025 | Feb 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 200 | 11 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blume Capital Management, Inc. | History | No change | 200 | 11 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 158 | 10 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 160 | 9 | 0.0% | — | 394 | +160 | New | Q4 2025 | Feb 05, 2026 |
| Elequin Capital, LP | History | New | 157 | 9 | 0.0% | — | 393 | +157 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 166 | 9 | 0.0% | 0.0% | 392 | +16 | 10.67% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 136 | 8 | 0.0% | 0.0% | 396 | -135 | -49.82% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | Reduced | 143 | 8 | 0.0% | 0.0% | 395 | -38 | -20.99% | Q4 2025 | Feb 13, 2026 |
| HighMark Wealth Management LLC | History | Added to | 124 | 7 | 0.0% | 0.0% | 398 | +10 | 8.77% | Q4 2025 | Feb 05, 2026 |
| Silicon Valley Capital Partners | History | No change | 120 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | No change | 127 | 7 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WealthCollab, LLC | History | No change | 127 | 7 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SJS Investment Consulting Inc. | History | New | 104 | 6 | 0.0% | — | 401 | +104 | New | Q4 2025 | Jan 21, 2026 |
| SWAN Capital LLC | History | Reduced | 102 | 6 | 0.0% | 0.0% | 402 | -19 | -15.7% | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | New | 95 | 5 | 0.0% | — | 407 | +95 | New | Q4 2025 | Feb 25, 2026 |
| Elyxium Wealth, LLC | History | New | 90 | 5 | 0.0% | — | 404 | +90 | New | Q4 2025 | Feb 05, 2026 |
| Strive Financial Group ,LLC | History | New | 90 | 5 | 0.0% | — | 408 | +90 | New | Q4 2025 | Feb 18, 2026 |
| Crewe Advisors LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 5 | 0.0% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Planning,Inc | History | No change | 100 | 5 | 0.0% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 66 | 3 | 0.0% | 0.01% | 411 | -194 | -74.62% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | New | 66 | 3 | 0.0% | — | 410 | +66 | New | Q4 2025 | Jan 20, 2026 |
| Copia Wealth Management | History | Added to | 53 | 3 | 0.0% | 0.0% | 413 | +38 | 253.33% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 53 | 3 | 0.0% | 0.0% | 412 | -14 | -20.9% | Q4 2025 | Feb 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 39 | 2 | 0.0% | 0.0% | 415 | -692 | -94.66% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 50 | 2 | 0.0% | — | 420 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 50 | 2 | 0.0% | 0.0% | 421 | -50 | -50.0% | Q4 2025 | Feb 04, 2026 |
| Dogwood Wealth Management LLC | History | New | 41 | 2 | 0.0% | — | 422 | +41 | New | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 46 | 2 | 0.0% | — | 416 | +35 | 318.18% | Q4 2025 | Feb 11, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 35 | 2 | 0.0% | — | 419 | +35 | New | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Reduced | 42 | 2 | 0.0% | 0.0% | 414 | -34 | -44.74% | Q4 2025 | Jan 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 45 | 2 | 0.0% | 0.0% | 418 | +20 | 80.0% | Q4 2025 | Jan 23, 2026 |
| SITTNER & NELSON, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 26 | 1 | 0.0% | 0.0% | 425 | -627 | -96.02% | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 33 | 1 | 0.0% | — | 437 | +33 | New | Q4 2025 | Feb 19, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | New | 30 | 1 | 0.0% | — | 436 | +30 | New | Q4 2025 | Jan 16, 2026 |
| Bank of Jackson Hole Trust | History | New | 23 | 1 | 0.0% | — | 435 | +23 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 22 | 1 | 0.0% | — | 434 | +22 | New | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 20 | 1 | 0.0% | — | 426 | +20 | New | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | New | 20 | 1 | 0.0% | — | 429 | +20 | New | Q4 2025 | Jan 14, 2026 |
| Triumph Capital Management | History | New | 20 | 1 | 0.0% | — | 430 | +20 | New | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 20 | 1 | 0.0% | — | 432 | +20 | New | Q4 2025 | Mar 04, 2026 |
| IMA Advisory Services, Inc. | History | New | 17 | 1 | 0.0% | — | 427 | +17 | New | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 31 | 1 | 0.0% | 0.0% | 424 | +16 | 106.67% | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 428 | -9 | -31.03% | Q4 2025 | Feb 05, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 28 | 1 | 0.0% | 0.0% | 423 | +1 | 3.7% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 29 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -269,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -164,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.7% | — | -136,372 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.26% | — | -131,707 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -100,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERCEPTIVE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -85,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.97% | — | -70,338 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.11% | — | -50,089 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,080 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,648 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,088 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Hidden Lake Asset Management LP | History | Closed out | 0 | 0 | — | 0.24% | — | -23,095 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,859 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -18,591 | -100.0% | Q3 2025 | Nov 17, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,702 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ariose Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.41% | — | -15,073 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,994 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -13,184 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -12,107 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,450 | -100.0% | Q3 2025 | Nov 06, 2025 |
| United Capital Management of KS, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -10,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -9,969 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,094 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Harbour Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,050 | -100.0% | Q3 2025 | Oct 09, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,334 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,825 | -100.0% | Q3 2025 | Nov 03, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -7,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.25% | — | -7,090 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,014 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,014 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,984 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,488 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FIFTH LANE CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.49% | — | -6,010 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Huntleigh Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,855 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.03% | — | -5,762 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,677 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,677 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,220 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.08% | — | -4,947 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,919 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gainplan LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,659 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,513 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bill Few Associates, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,455 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,174 | -100.0% | Q3 2025 | Nov 18, 2025 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,125 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,014 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Red Door Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,003 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Cladis Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,864 | -100.0% | Q3 2025 | Nov 12, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,848 | -100.0% | Q3 2025 | Oct 28, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,812 | -100.0% | Q3 2025 | Oct 27, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,762 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,655 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,622 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,550 | -100.0% | Q3 2025 | Nov 12, 2025 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -2,500 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,497 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Once Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,100 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -549 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -327 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -111 | -99.11% | Q4 2025 | Feb 02, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Bare Financial Services, Inc | History | Reduced | 5 | 0 | — | 0.0% | — | -31 | -86.11% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Investors Portfolio Services LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Retirement Wealth Solutions LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -11 | -52.38% | Q4 2025 | Jan 07, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cornerstone Financial Management LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Cromwell Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 10, 2025 |
| UMB Bank, n.a. | History | Added to | 10 | 0 | — | — | — | +6 | 150.0% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Quattro Advisors LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Feb 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 07, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GODSEY & GIBB, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |