TEREX CORP - TEX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 9,010,527 | 480,981 | 0.02% | 0.03% | 1 | -829,472 | -8.43% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 8,402,493 | 448,525 | 0.01% | 0.01% | 2 | -22,088 | -0.26% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,503,578 | 347,160 | 0.01% | 0.01% | 3 | -53,444 | -0.82% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,433,991 | 183,307 | 0.04% | 0.04% | 4 | +76,028 | 2.26% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,889,224 | 154,226 | 0.52% | 0.57% | 5 | -355,631 | -10.96% | Q4 2025 | Feb 18, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,798,109 | 149,363 | 0.03% | 0.02% | 6 | +425,322 | 17.92% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 2,396,735 | 127,937 | 0.0% | 0.0% | 7 | -25,439 | -1.05% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,968,982 | 105,104 | 0.04% | 0.04% | 8 | -11,585 | -0.58% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,802,680 | 96,227 | 0.05% | 0.04% | 9 | +171,960 | 10.55% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,700,136 | 90,753 | 0.01% | 0.0% | 10 | +1,566,307 | 1170.38% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,669,042 | 89,093 | 0.01% | 0.0% | 11 | +727,277 | 77.22% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 1,620,342 | 86,493 | 0.01% | 0.01% | 12 | +16,377 | 1.02% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,616,942 | 86,325 | 0.01% | 0.01% | 13 | +6,707 | 0.42% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,336,670 | 71,351 | 0.02% | 0.0% | 14 | +1,210,801 | 961.95% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 1,307,641 | 69,801 | 0.31% | — | 15 | +1,307,641 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,144,836 | 61,111 | 0.01% | 0.01% | 16 | +262,180 | 29.7% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,065,737 | 56,889 | 0.01% | 0.01% | 17 | +12,456 | 1.18% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 951,598 | 55,883 | 0.08% | 0.08% | 18 | -13,837 | -1.43% | Q4 2025 | Jan 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,043,636 | 55,709 | 0.03% | 0.03% | 19 | -33,060 | -3.07% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 948,165 | 50,613 | 0.08% | — | 20 | +948,165 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 816,547 | 43,587 | 0.01% | 0.01% | 21 | -41,768 | -4.87% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 665,774 | 35,539 | 0.01% | 0.01% | 22 | -25,127 | -3.64% | Q4 2025 | Feb 10, 2026 |
| Minneapolis Portfolio Management Group, LLC | History | Added to | 649,442 | 34,667 | 3.95% | 3.81% | 23 | +2,153 | 0.33% | Q4 2025 | Feb 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 641,525 | 34,244 | 0.12% | 0.08% | 24 | +199,175 | 45.03% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 633,722 | 33,828 | 0.0% | — | 25 | +633,722 | New | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 624,576 | 33,340 | 0.05% | 0.05% | 26 | +14,536 | 2.38% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 510,232 | 27,236 | 0.2% | — | 27 | +510,232 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 480,202 | 25,633 | 0.04% | 0.02% | 28 | +272,418 | 131.11% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 434,808 | 23,210 | 0.01% | 0.0% | 29 | +401,885 | 1220.68% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 434,762 | 23,207 | 0.0% | 0.0% | 30 | +89,282 | 25.84% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 394,158 | 21,040 | 0.02% | 0.0% | 31 | +385,711 | 4566.25% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 364,385 | 19,450 | 0.02% | — | 32 | +364,385 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 348,897 | 18,624 | 0.0% | 0.0% | 33 | -102,513 | -22.71% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 348,321 | 18,593 | 0.0% | 0.0% | 34 | -82,539 | -19.16% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 336,419 | 17,958 | 0.01% | 0.01% | 35 | -42,006 | -11.1% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 322,590 | 17,219 | 0.05% | 0.04% | 36 | +140,269 | 76.94% | Q4 2025 | Feb 13, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Added to | 307,269 | 16,402 | 0.27% | 0.18% | 37 | +47,297 | 18.19% | Q4 2025 | Feb 17, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 289,420 | 15,449 | 0.12% | — | 38 | +289,420 | New | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 275,189 | 14,689 | 0.0% | 0.01% | 39 | -689,306 | -71.47% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 261,198 | 13,942 | 0.02% | 0.02% | 40 | +1,015 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Front Street Capital Management, Inc. | History | Reduced | 238,999 | 12,758 | 1.81% | 2.04% | 41 | -19,057 | -7.38% | Q4 2025 | Feb 18, 2026 |
| Curated Wealth Partners LLC | History | No change | 226,922 | 12,113 | 1.31% | 1.41% | 42 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 215,000 | 11,476 | 0.02% | — | 43 | +215,000 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 198,317 | 10,586 | 0.01% | 0.01% | 44 | -19,522 | -8.96% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 192,069 | 10,252 | 0.0% | 0.0% | 45 | +89,731 | 87.68% | Q4 2025 | Feb 17, 2026 |
| NEOS Investment Management LLC | History | Added to | 182,966 | 9,766 | 0.06% | 0.05% | 46 | +43,158 | 30.87% | Q4 2025 | Feb 17, 2026 |
| TEMA ETFS LLC | History | Added to | 182,966 | 9,766 | 0.76% | 0.6% | 47 | +43,158 | 30.87% | Q4 2025 | Jan 16, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 181,283 | 9,676 | 0.01% | 0.01% | 48 | -14,519 | -7.42% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 173,825 | 9,278 | 0.0% | 0.0% | 49 | +2,901 | 1.7% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 163,900 | 8,749 | 0.02% | 0.01% | 50 | +53,700 | 48.73% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 161,705 | 8,631 | 0.0% | 0.0% | 51 | -17,666 | -9.85% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 160,870 | 8,587 | 0.06% | — | 52 | +160,870 | New | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 158,278 | 8,448 | 0.0% | 0.0% | 53 | -3,321 | -2.06% | Q4 2025 | Feb 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 154,952 | 8,279 | 0.01% | 0.01% | 54 | +395 | 0.26% | Q4 2025 | Jan 08, 2026 |
| Point72 Asset Management, L.P. | History | New | 153,115 | 8,173 | 0.01% | — | 55 | +153,115 | New | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | New | 146,572 | 7,824 | 0.01% | — | 56 | +146,572 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 145,925 | 7,789 | 0.0% | — | 57 | +145,925 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 142,052 | 7,582 | 0.0% | 0.0% | 58 | -5,730 | -3.88% | Q4 2025 | Feb 02, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 132,633 | 7,079 | 0.01% | 0.01% | 59 | -30,590 | -18.74% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 130,800 | 6,982 | 0.01% | 0.02% | 60 | -30,500 | -18.91% | Q4 2025 | Feb 17, 2026 |
| Capricorn Fund Managers Ltd | History | New | 130,000 | 6,939 | 1.67% | — | 61 | +130,000 | New | Q4 2025 | Jan 21, 2026 |
| Verition Fund Management LLC | History | Added to | 129,493 | 6,912 | 0.03% | 0.01% | 62 | +78,459 | 153.74% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 129,500 | 6,912 | 0.0% | 0.0% | 63 | +2,400 | 1.89% | Q4 2025 | Feb 12, 2026 |
| Edgestream Partners, L.P. | History | Added to | 127,602 | 6,811 | 0.19% | 0.08% | 64 | +75,604 | 145.4% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 127,540 | 6,808 | 0.18% | 0.13% | 65 | +34,143 | 36.56% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 126,694 | 6,762 | 0.0% | 0.0% | 66 | -397 | -0.31% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 105,363 | 6,479 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 118,609 | 6,331 | 0.09% | 0.07% | 68 | +22,625 | 23.57% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 118,431 | 6,321 | 0.02% | 0.02% | 69 | -583 | -0.49% | Q4 2025 | Jan 15, 2026 |
| Legal & General Group Plc | History | Added to | 107,035 | 5,713 | 0.0% | 0.0% | 70 | +569 | 0.53% | Q4 2025 | Feb 09, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 106,379 | 5,678 | 0.02% | 0.01% | 71 | +21,010 | 24.61% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 105,786 | 5,651 | 0.01% | 0.01% | 72 | +17,705 | 20.1% | Q4 2025 | Jan 28, 2026 |
| Quantbot Technologies LP | History | New | 100,565 | 5,368 | 0.18% | — | 73 | +100,565 | New | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 99,358 | 5,303 | 0.09% | 0.08% | 74 | +9,073 | 10.05% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Reduced | 97,600 | 5,209 | 0.01% | 0.01% | 75 | -2,400 | -2.4% | Q4 2025 | Mar 12, 2026 |
| Hillsdale Investment Management Inc. | History | New | 94,700 | 5,055 | 0.14% | — | 76 | +94,700 | New | Q4 2025 | Feb 10, 2026 |
| SummitTX Capital, L.P. | History | New | 86,276 | 4,605 | 0.14% | — | 77 | +86,276 | New | Q4 2025 | Feb 17, 2026 |
| Ballast Asset Management, LP | History | Reduced | 83,054 | 4,433 | 2.09% | 2.01% | 78 | -2,741 | -3.19% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 75,757 | 4,044 | 0.01% | 0.01% | 79 | +4,972 | 7.02% | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 72,825 | 3,887 | 0.0% | 0.01% | 80 | -20,942 | -22.33% | Q4 2025 | Feb 13, 2026 |
| Solas Capital Management, LLC | History | New | 71,663 | 3,825 | 2.17% | — | 81 | +71,663 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 69,921 | 3,733 | 0.0% | 0.0% | 82 | -1,353 | -1.9% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 67,379 | 3,596 | 0.05% | 0.02% | 83 | +39,884 | 145.06% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 67,381 | 3,596 | 0.01% | 0.01% | 84 | -14,715 | -17.92% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 66,802 | 3,565 | 0.02% | 0.02% | 85 | -3,555 | -5.05% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 64,899 | 3,465 | 0.0% | 0.0% | 86 | +2,681 | 4.31% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 63,781 | 3,404 | 0.0% | 0.01% | 87 | -98,015 | -60.58% | Q4 2025 | Feb 13, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 62,276 | 3,324 | 0.15% | 0.16% | 88 | -138 | -0.22% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 62,150 | 3,317 | 0.0% | — | 89 | +62,150 | New | Q4 2025 | Feb 13, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 61,727 | 3,294 | 0.08% | 0.07% | 90 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 61,636 | 3,290 | 0.0% | 0.0% | 91 | -98 | -0.16% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 59,186 | 3,159 | 0.0% | 0.0% | 92 | +1,413 | 2.45% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 58,489 | 3,122 | 0.0% | 0.0% | 93 | -717 | -1.21% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 57,988 | 3,095 | 0.01% | — | 94 | +57,988 | New | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | New | 55,704 | 2,973 | 0.04% | — | 95 | +55,704 | New | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 54,629 | 2,916 | 0.02% | 0.02% | 96 | +3,211 | 6.24% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | Added to | 53,302 | 2,845 | 0.07% | 0.01% | 97 | +38,302 | 255.35% | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 50,000 | 2,669 | 0.06% | — | 98 | +50,000 | New | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 48,864 | 2,608 | 0.01% | 0.01% | 99 | +4,880 | 11.09% | Q4 2025 | Jan 30, 2026 |
| Drum Hill Capital, LLC | History | Added to | 48,067 | 2,565 | 2.67% | 2.65% | 100 | +278 | 0.58% | Q4 2025 | Jan 26, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 47,311 | 2,525 | 0.01% | 0.0% | 101 | +34,471 | 268.47% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 46,780 | 2,497 | 0.01% | 0.01% | 102 | +8,736 | 22.96% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 46,406 | 2,477 | 0.0% | 0.0% | 103 | -1,831 | -3.8% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 44,400 | 2,370 | 0.0% | 0.0% | 104 | -8,777 | -16.51% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 43,675 | 2,331 | 0.01% | 0.01% | 105 | -319 | -0.73% | Q4 2025 | Jan 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 43,238 | 2,308 | 0.0% | 0.02% | 106 | -369,652 | -89.53% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,827 | 2,286 | 0.0% | 0.0% | 107 | -4,582 | -9.66% | Q4 2025 | Feb 18, 2026 |
| Boussard & Gavaudan Investment Management LLP | History | New | 41,795 | 2,248 | 0.17% | — | 108 | +41,795 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 41,834 | 2,233 | 0.0% | 0.0% | 109 | -79,731 | -65.59% | Q4 2025 | Feb 11, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 41,468 | 2,213 | 0.07% | 0.07% | 110 | -2,951 | -6.64% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,313 | 2,151 | 0.0% | 0.0% | 111 | +1,124 | 2.87% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 40,032 | 2,137 | 0.0% | 0.0% | 112 | +23,875 | 147.77% | Q4 2025 | Jan 09, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 40,000 | 2,135 | 0.22% | 0.33% | 113 | -20,000 | -33.33% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 39,396 | 2,103 | 0.0% | 0.0% | 114 | +328 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 36,431 | 1,944 | 0.0% | 0.0% | 115 | +26,165 | 254.87% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 36,183 | 1,931 | 0.02% | 0.01% | 116 | +4,959 | 15.88% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 36,218 | 1,931 | 0.02% | 0.02% | 117 | -490 | -1.33% | Q4 2025 | Jan 23, 2026 |
| Fieldview Capital Management, LLC | History | New | 35,559 | 1,898 | 0.32% | — | 118 | +35,559 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 35,537 | 1,896 | 0.0% | 0.0% | 119 | +609 | 1.74% | Q4 2025 | Feb 11, 2026 |
| Mork Capital Management, LLC | History | No change | 35,000 | 1,868 | 1.14% | 1.24% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | New | 34,884 | 1,862 | 0.01% | — | 121 | +34,884 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,695 | 1,798 | 0.0% | 0.0% | 122 | -262 | -0.77% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 32,793 | 1,750 | 0.0% | 0.0% | 123 | +28,079 | 595.65% | Q4 2025 | Feb 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 31,488 | 1,680 | 0.1% | 0.11% | 124 | -708 | -2.2% | Q4 2025 | Feb 10, 2026 |
| DENALI ADVISORS LLC | History | New | 31,353 | 1,673 | 0.19% | — | 125 | +31,353 | New | Q4 2025 | Feb 03, 2026 |
| Walleye Trading LLC | History | Added to | 30,800 | 1,644 | 0.0% | 0.0% | 126 | +2,800 | 10.0% | Q4 2025 | Feb 13, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 30,404 | 1,623 | 0.14% | 0.14% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 29,810 | 1,591 | 0.02% | 0.02% | 128 | +18 | 0.06% | Q4 2025 | Feb 02, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 29,600 | 1,579 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 28,986 | 1,547 | 0.0% | 0.0% | 130 | +7,800 | 36.82% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 26,188 | 1,492 | 0.0% | 0.0% | 131 | -1,121 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 27,675 | 1,477 | 0.87% | 0.8% | 132 | +1,845 | 7.14% | Q4 2025 | Jan 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 27,589 | 1,473 | 0.01% | 0.01% | 133 | -1,161 | -4.04% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 27,492 | 1,467 | 0.04% | 0.05% | 134 | -1,225 | -4.27% | Q4 2025 | Feb 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 27,301 | 1,457 | 0.02% | 0.02% | 135 | -2,995 | -9.89% | Q4 2025 | Feb 10, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 26,550 | 1,417 | 0.1% | 0.09% | 136 | -234 | -0.87% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 25,532 | 1,362 | 0.11% | 0.11% | 137 | -798 | -3.03% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 24,793 | 1,323 | 0.0% | 21.96% | 138 | -67,444 | -73.12% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 22,800 | 1,217 | 0.0% | 0.0% | 139 | +7,600 | 50.0% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,705 | 1,211 | 0.0% | 0.0% | 140 | +3,926 | 20.91% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 22,675 | 1,210 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,464 | 1,207 | 0.01% | 0.01% | 142 | -414 | -1.98% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,606 | 1,206 | 0.0% | 0.0% | 143 | -11,714 | -34.13% | Q4 2025 | Feb 10, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 22,571 | 1,204 | 0.67% | 0.68% | 144 | -1,180 | -4.97% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | Added to | 21,453 | 1,145 | 0.0% | 0.0% | 145 | +4,700 | 28.05% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 21,144 | 1,128 | 0.0% | — | 146 | +21,144 | New | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 21,000 | 1,120 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 20,790 | 1,109 | 0.0% | 0.01% | 148 | -238,304 | -91.98% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 20,197 | 1,078 | 0.0% | 0.0% | 149 | -323 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,135 | 1,074 | 0.0% | 0.0% | 150 | +4,740 | 30.79% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 19,513 | 1,041 | 0.0% | 0.0% | 151 | +19,313 | 9656.5% | Q4 2025 | Feb 12, 2026 |
| GREENHAVEN ASSOCIATES INC | History | Reduced | 19,422 | 1,036 | 0.02% | 1.15% | 152 | -1,458,311 | -98.69% | Q4 2025 | Jan 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,124 | 1,020 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RPG Investment Advisory, LLC | History | New | 18,960 | 1,012 | 0.11% | — | 154 | +18,960 | New | Q4 2025 | Jan 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,378 | 981 | 0.0% | 0.0% | 155 | -6,979 | -27.52% | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | Added to | 18,363 | 980 | 0.11% | 0.09% | 156 | +2,208 | 13.67% | Q4 2025 | Feb 11, 2026 |
| Arizona State Retirement System | History | Reduced | 18,323 | 978 | 0.01% | 0.01% | 157 | -1,088 | -5.61% | Q4 2025 | Jan 28, 2026 |
| Brevan Howard Capital Management LP | History | New | 18,216 | 972 | 0.01% | — | 158 | +18,216 | New | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,200 | 971 | 0.02% | 0.02% | 159 | -100 | -0.55% | Q4 2025 | Jan 16, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 17,800 | 950 | 0.0% | 0.0% | 160 | -18,000 | -50.28% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | New | 17,501 | 934 | 0.05% | — | 161 | +17,501 | New | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 17,093 | 912 | 0.01% | 0.01% | 163 | -957 | -5.3% | Q4 2025 | Feb 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 17,100 | 912 | 0.04% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 17,046 | 909 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 16,796 | 896 | 0.0% | 0.0% | 165 | -6,359 | -27.46% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,416 | 876 | 0.0% | 0.0% | 166 | -420 | -2.49% | Q4 2025 | Feb 10, 2026 |
| Magnetar Financial LLC | History | New | 15,862 | 846 | 0.01% | — | 167 | +15,862 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 15,518 | 828 | 0.0% | 0.0% | 168 | -100 | -0.64% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 15,294 | 816 | 0.02% | 0.02% | 169 | +3 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 14,910 | 795 | 0.0% | 0.0% | 170 | +4,791 | 47.35% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,772 | 789 | 0.0% | 0.0% | 171 | -299 | -1.98% | Q4 2025 | Feb 05, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 14,697 | 784 | 0.02% | 0.02% | 172 | -7,661 | -34.27% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 14,677 | 783 | 0.01% | 0.01% | 173 | +55 | 0.38% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 14,410 | 769 | 0.0% | 0.0% | 174 | +586 | 4.24% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 14,100 | 752 | 0.01% | 0.01% | 175 | -1,200 | -7.84% | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,800 | 737 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IMC-Chicago, LLC | History | New | 13,380 | 714 | 0.0% | — | 177 | +13,380 | New | Q4 2025 | Jan 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,963 | 713 | 0.0% | 0.0% | 178 | +1,312 | 11.26% | Q4 2025 | Jan 15, 2026 |
| Gotham Asset Management, LLC | History | New | 13,182 | 703 | 0.0% | — | 179 | +13,182 | New | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,104 | 699 | 0.01% | 0.01% | 180 | -100 | -0.76% | Q4 2025 | Feb 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 12,770 | 681 | 0.01% | 0.01% | 181 | -1,103 | -7.95% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 12,516 | 668 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | New | 12,432 | 663 | 0.15% | — | 183 | +12,432 | New | Q4 2025 | Feb 10, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 12,314 | 657 | 0.01% | — | 184 | +12,314 | New | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 12,160 | 649 | 0.16% | 0.16% | 185 | -400 | -3.18% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 12,000 | 640 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,857 | 633 | 0.0% | 0.0% | 187 | -1,083 | -8.37% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 11,583 | 618 | 0.0% | 0.0% | 188 | +9,740 | 528.49% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 10,769 | 607 | 0.01% | 0.01% | 189 | +108 | 1.01% | Q4 2025 | Jan 08, 2026 |
| Engineers Gate Manager LP | History | New | 11,219 | 598 | 0.01% | — | 190 | +11,219 | New | Q4 2025 | Feb 17, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 11,125 | 593 | 0.3% | — | 191 | +11,125 | New | Q4 2025 | Jan 27, 2026 |
| Vestcor Inc | History | No change | 10,964 | 585 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 10,728 | 572 | 0.0% | — | 193 | +10,728 | New | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 10,563 | 563 | 0.05% | — | 194 | +10,563 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,258 | 547 | 0.0% | 0.0% | 195 | +42 | 0.41% | Q4 2025 | Feb 12, 2026 |
| CSS LLC/IL | History | Reduced | 10,197 | 544 | 0.02% | 0.03% | 196 | -2,220 | -17.88% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,005 | 534 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Barnett & Company, Inc. | History | Added to | 9,450 | 504 | 0.41% | 0.31% | 198 | +1,500 | 18.87% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 9,300 | 496 | 0.03% | 0.04% | 199 | -1,416 | -13.21% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,246 | 493 | 0.01% | 0.01% | 200 | +228 | 2.53% | Q4 2025 | Jan 16, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,747 | 466 | 0.03% | 0.04% | 201 | -2,427 | -21.72% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 8,637 | 461 | 0.0% | 0.0% | 202 | -657 | -7.07% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,451 | 451 | 0.0% | 0.0% | 203 | -1,164 | -12.11% | Q4 2025 | Feb 17, 2026 |
| Liberty Capital Management, Inc. | History | No change | 8,356 | 446 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Reduced | 8,202 | 437 | 0.01% | 0.02% | 205 | -737 | -8.24% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,852 | 419 | 0.0% | 0.0% | 206 | -4,061 | -34.09% | Q4 2025 | Feb 24, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,599 | 405 | 0.0% | 0.0% | 207 | -6,422 | -45.8% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,083 | 378 | 0.0% | 0.0% | 208 | +328 | 4.86% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 7,000 | 373 | 0.0% | — | 209 | +7,000 | New | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,960 | 371 | 0.0% | 0.0% | 210 | +2,221 | 46.87% | Q4 2025 | Jan 29, 2026 |
| Ethic Inc. | History | Reduced | 6,920 | 369 | 0.01% | 0.01% | 211 | -4,872 | -41.32% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Reduced | 6,778 | 361 | 0.0% | 0.0% | 212 | -215 | -3.07% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 6,700 | 357 | 0.0% | — | 213 | +6,700 | New | Q4 2025 | Feb 04, 2026 |
| M&T BANK CORP | History | Reduced | 6,469 | 345 | 0.0% | 0.0% | 214 | -1,018 | -13.6% | Q4 2025 | Jan 30, 2026 |
| CHOREO, LLC | History | Reduced | 6,411 | 344 | 0.0% | 0.01% | 215 | -2,099 | -24.67% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,407 | 342 | 0.01% | 0.01% | 216 | +408 | 6.8% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 6,393 | 341 | 0.01% | 0.01% | 217 | +382 | 6.36% | Q4 2025 | Feb 12, 2026 |
| Headlands Technologies LLC | History | New | 6,246 | 333 | 0.03% | — | 218 | +6,246 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,246 | 333 | 0.0% | 0.0% | 219 | +1,374 | 28.2% | Q4 2025 | Feb 03, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 6,226 | 332 | 0.01% | 0.01% | 220 | -7,936 | -56.04% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,231 | 332 | 0.0% | 0.0% | 221 | +983 | 18.73% | Q4 2025 | Feb 18, 2026 |
| Penserra Capital Management LLC | History | New | 6,078 | 324 | 0.0% | — | 222 | +6,078 | New | Q4 2025 | Feb 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 5,913 | 315 | 0.0% | — | 223 | +5,913 | New | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 5,779 | 308 | 0.0% | — | 224 | +5,779 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 5,690 | 304 | 0.0% | 0.0% | 225 | +402 | 7.6% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,556 | 296 | 0.0% | 0.0% | 226 | -340 | -5.77% | Q4 2025 | Jan 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,326 | 284 | 0.0% | 0.0% | 227 | +58 | 1.1% | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 5,275 | 281 | 0.0% | 0.0% | 228 | -585 | -9.98% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,261 | 281 | 0.0% | 0.0% | 229 | -162 | -2.99% | Q4 2025 | Feb 05, 2026 |
| Bayforest Capital Ltd | History | New | 5,012 | 267 | 0.2% | — | 230 | +5,012 | New | Q4 2025 | Jan 27, 2026 |
| Centiva Capital, LP | History | New | 5,000 | 266 | 0.0% | — | 231 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,981 | 265 | 0.0% | 0.0% | 232 | -2,605 | -34.34% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 4,941 | 263 | 0.0% | 0.0% | 233 | +51 | 1.04% | Q4 2025 | Feb 05, 2026 |
| Limestone Investment Advisors LP | History | No change | 250,000 | 256 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,775 | 254 | 0.01% | 0.01% | 235 | -100 | -2.05% | Q4 2025 | Feb 04, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,743 | 253 | 0.0% | 0.0% | 236 | -11,200 | -70.25% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | New | 4,692 | 250 | 0.0% | — | 237 | +4,692 | New | Q4 2025 | Mar 09, 2026 |
| XTX Topco Ltd | History | New | 4,644 | 247 | 0.01% | — | 238 | +4,644 | New | Q4 2025 | Feb 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,574 | 244 | 0.0% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 4,494 | 239 | 0.02% | — | 240 | +4,494 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,442 | 237 | 0.0% | — | 241 | +4,442 | New | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,295 | 229 | 0.0% | 0.0% | 242 | -2,385 | -35.7% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,268 | 227 | 0.0% | — | 243 | +4,268 | New | Q4 2025 | Feb 12, 2026 |
| CONNABLE OFFICE INC | History | No change | 4,235 | 226 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | New | 4,166 | 225 | 0.01% | — | 245 | +4,166 | New | Q4 2025 | Feb 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,204 | 224 | 0.0% | 0.0% | 246 | -92 | -2.14% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,139 | 220 | 0.0% | 0.0% | 247 | -74 | -1.76% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | No change | 4,121 | 219 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BAILARD, INC. | History | New | 4,100 | 218 | 0.0% | — | 250 | +4,100 | New | Q4 2025 | Feb 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,093 | 218 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 4,042 | 216 | 0.0% | 0.0% | 251 | -502 | -11.05% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,013 | 214 | 0.0% | 0.0% | 252 | -804 | -16.69% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,958 | 211 | 0.0% | 0.0% | 253 | -64 | -1.59% | Q4 2025 | Feb 03, 2026 |
| AVISO WEALTH MANAGEMENT | History | New | 3,833 | 204 | 0.09% | — | 254 | +3,833 | New | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,750 | 200 | 0.16% | — | 256 | +3,750 | New | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,755 | 200 | 0.0% | 0.0% | 255 | -712 | -15.94% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,536 | 188 | 0.0% | 0.01% | 257 | -2,279 | -39.19% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,277 | 174 | 0.0% | 0.0% | 258 | -24 | -0.73% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 2,700 | 144 | 0.0% | 0.0% | 259 | +2,000 | 285.71% | Q4 2025 | Feb 17, 2026 |
| Westend Capital Management, LLC | History | Reduced | 2,710 | 144 | 0.04% | 0.04% | 260 | -149 | -5.21% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,609 | 139 | 0.0% | 0.0% | 261 | +31 | 1.2% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 2,564 | 136 | 0.02% | — | 262 | +2,564 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 2,269 | 133 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KBC Group NV | History | No change | 2,276 | 121 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 2,130 | 113 | 0.0% | 0.0% | 265 | +82 | 4.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,111 | 112 | 0.0% | 0.0% | 266 | -124 | -5.55% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 2,095 | 111 | 0.0% | 0.0% | 267 | +14 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 2,033 | 108 | 0.06% | 0.06% | 268 | -126 | -5.84% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,013 | 107 | 0.0% | 0.0% | 269 | +372 | 22.67% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,773 | 94 | 0.0% | 0.0% | 270 | +427 | 31.72% | Q4 2025 | Mar 16, 2026 |
| Quarry LP | History | New | 1,657 | 88 | 0.01% | — | 271 | +1,657 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,597 | 85 | 0.0% | 0.0% | 272 | +118 | 7.98% | Q4 2025 | Jan 05, 2026 |
| STRS OHIO | History | Reduced | 1,500 | 80 | 0.0% | 0.0% | 273 | -200 | -11.76% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 1,451 | 77 | 0.0% | 0.0% | 274 | +189 | 14.98% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,262 | 67 | 0.0% | 0.0% | 275 | +67 | 5.61% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,225 | 65 | 0.0% | 0.0% | 276 | -100 | -7.55% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,149 | 61 | 0.0% | 0.0% | 277 | +49 | 4.45% | Q4 2025 | Feb 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,067 | 57 | 0.0% | 0.0% | 278 | +319 | 42.65% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 870 | 46 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | No change | 773 | 42 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 753 | 40 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 699 | 37 | 0.0% | 0.0% | 282 | +361 | 106.8% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 691 | 36 | 0.0% | — | 283 | +691 | New | Q4 2025 | Feb 17, 2026 |
| Towne Trust Company, N.A | History | No change | 654 | 34 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | No change | 576 | 30 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 487 | 26 | 0.0% | 0.0% | 286 | +1 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 467 | 24 | 0.0% | 0.0% | 287 | -150 | -24.31% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 468 | 24 | 0.02% | 0.02% | 288 | -30 | -6.02% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 439 | 23 | 0.0% | 0.0% | 289 | -1 | -0.23% | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | New | 400 | 21 | 0.0% | — | 292 | +400 | New | Q4 2025 | Jan 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 406 | 21 | 0.0% | 0.0% | 291 | -31 | -7.09% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 21 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 383 | 20 | 0.0% | 0.0% | 293 | -84 | -17.99% | Q4 2025 | Jan 23, 2026 |
| Westside Investment Management, Inc. | History | Added to | 370 | 20 | 0.0% | 0.0% | 294 | +10 | 2.78% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 372 | 19 | 0.0% | 0.0% | 295 | +189 | 103.28% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 368 | 19 | 0.0% | 0.0% | 296 | +32 | 9.52% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 353 | 16 | 0.0% | — | 298 | +353 | New | Q4 2025 | Feb 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 303 | 16 | 0.0% | — | 300 | +303 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 315 | 16 | 0.0% | 0.0% | 299 | +44 | 16.24% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 308 | 16 | 0.0% | 0.0% | 297 | +1 | 0.33% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 290 | 15 | 0.0% | 0.0% | 301 | +167 | 135.77% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 251 | 13 | 0.0% | — | 302 | +251 | New | Q4 2025 | Feb 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 251 | 13 | 0.0% | 0.0% | 303 | +1 | 0.4% | Q4 2025 | Jan 28, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 210 | 11 | 0.0% | 0.0% | 304 | +122 | 138.64% | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 10 | 0.0% | 0.0% | 306 | -20,148 | -99.02% | Q4 2025 | Feb 02, 2026 |
| Sunrise Financial Services, LLC | History | New | 200 | 10 | 0.01% | — | 307 | +200 | New | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 189 | 10 | 0.0% | 0.0% | 305 | -11 | -5.5% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 169 | 9 | 0.0% | 0.0% | 308 | +101 | 148.53% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 178 | 9 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 151 | 8 | 0.0% | 0.0% | 311 | +12 | 8.63% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 153 | 8 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 165 | 8 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 114 | 6 | 0.0% | — | 314 | +114 | New | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | Added to | 130 | 6 | 0.0% | 0.0% | 319 | +71 | 120.34% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 119 | 6 | 0.0% | 0.0% | 315 | +8 | 7.21% | Q4 2025 | Jan 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 121 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 113 | 6 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 121 | 6 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 94 | 5 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 103 | 5 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthCollab, LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Curat Global, LLC | History | No change | 100 | 5 | 0.01% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 89 | 4 | 0.0% | 0.0% | 326 | -762 | -89.54% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 78 | 4 | 0.0% | — | 330 | +78 | New | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 77 | 4 | 0.0% | — | 327 | +77 | New | Q4 2025 | Feb 03, 2026 |
| Navalign, LLC | History | New | 75 | 4 | 0.0% | — | 328 | +75 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 83 | 4 | 0.0% | 0.0% | 325 | +43 | 107.5% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 76 | 4 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 61 | 3 | 0.0% | 0.0% | 331 | -1,874 | -96.85% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 72 | 3 | 0.0% | 0.01% | 333 | -80 | -52.63% | Q4 2025 | Jan 28, 2026 |
| Elyxium Wealth, LLC | History | New | 71 | 3 | 0.0% | — | 332 | +71 | New | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 59 | 3 | 0.0% | — | 334 | +59 | New | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 50 | 2 | 0.0% | 0.0% | 335 | -58 | -53.7% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 56 | 2 | 0.0% | — | 336 | +41 | 273.33% | Q4 2025 | Jan 14, 2026 |
| Torren Management, LLC | History | New | 41 | 2 | 0.0% | — | 339 | +41 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 54 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 47 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sachetta, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 347 | -45 | -69.23% | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 37 | 1 | 0.0% | 0.0% | 345 | -37 | -50.0% | Q4 2025 | Jan 15, 2026 |
| Atlantic Private Wealth, LLC | History | New | 20 | 1 | 0.0% | — | 343 | +20 | New | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 24 | 1 | 0.0% | — | 341 | +14 | 140.0% | Q4 2025 | Feb 11, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 34 | 1 | 0.0% | 0.0% | 348 | +13 | 61.9% | Q4 2025 | Jan 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 36 | 1 | 0.0% | 0.0% | 346 | +10 | 38.46% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 344 | -9 | -23.08% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 35 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.08% | — | -1,334,668 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lodge Hill Capital, LLC | History | Closed out | 0 | 0 | — | 4.85% | — | -529,450 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -116,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -98,375 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -77,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.55% | — | -49,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.08% | — | -42,475 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Waterfront Wealth Inc. | History | Closed out | 0 | 0 | — | 0.43% | — | -39,694 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -34,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Profit Investment Management, LLC | History | Closed out | 0 | 0 | — | 2.12% | — | -32,928 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -29,107 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,724 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,812 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,266 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.13% | — | -13,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,465 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kendall Capital Management | History | Closed out | 0 | 0 | — | 0.06% | — | -5,350 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,824 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,125 | -100.0% | Q3 2025 | Nov 19, 2025 |
| LYELL WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,586 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,274 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -391 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -214 | -100.0% | Q3 2025 | Nov 19, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advocate Investing Services LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +6 | 200.0% | Q4 2025 | Feb 02, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 10 | 0 | — | — | — | -2 | -16.67% | Q4 2025 | Jan 08, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Feb 05, 2026 |
| HM PAYSON & CO | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |