TEGNA INC - TGNA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 26,134,656 | 507,273 | 0.01% | 0.01% | 1 | +386,661 | 1.5% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 18,529,002 | 359,647 | 0.01% | 0.01% | 2 | -81,601 | -0.44% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,039,440 | 194,865 | 0.04% | 0.04% | 3 | +2,750 | 0.03% | Q4 2025 | Feb 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 6,950,571 | 134,911 | 0.29% | 0.32% | 4 | -220,800 | -3.08% | Q4 2025 | Feb 06, 2026 |
| FIL Ltd | History | Added to | 6,442,271 | 125,044 | 0.09% | 0.1% | 5 | +287,271 | 4.67% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 6,376,851 | 124,563 | 0.0% | 0.0% | 6 | +17,255 | 0.27% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,064,389 | 98,310 | 0.01% | 0.01% | 7 | +24,743 | 0.49% | Q4 2025 | Feb 09, 2026 |
| Magnetar Financial LLC | History | Added to | 4,355,886 | 84,547 | 0.83% | 0.51% | 8 | +215,705 | 5.21% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,890,664 | 56,107 | 0.02% | 0.01% | 9 | +1,611,330 | 125.95% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 2,782,298 | 54,004 | 0.01% | — | 10 | +2,782,298 | New | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,673,965 | 51,901 | 0.02% | 0.01% | 11 | +583,139 | 27.89% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,609,040 | 50,641 | 0.05% | 0.04% | 12 | +648,357 | 33.07% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,317,389 | 44,980 | 0.01% | 0.01% | 13 | -145,285 | -5.9% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,233,662 | 43,355 | 0.15% | 0.24% | 14 | -1,215,129 | -35.23% | Q4 2025 | Feb 18, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 2,051,302 | 39,815 | 0.38% | 0.45% | 15 | -222,650 | -9.79% | Q4 2025 | Feb 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,920,346 | 37,273 | 0.01% | 0.01% | 16 | +27,832 | 1.47% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,888,199 | 36,649 | 0.0% | 0.0% | 17 | -364,751 | -16.19% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,822,875 | 35,382 | 0.01% | 0.01% | 18 | -150,522 | -7.63% | Q4 2025 | Feb 10, 2026 |
| Pentwater Capital Management LP | History | Reduced | 1,750,000 | 33,967 | 0.18% | 0.26% | 19 | -576,300 | -24.77% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | Added to | 1,665,326 | 32,323 | 0.12% | 0.09% | 20 | +519,311 | 45.31% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,664,433 | 32,306 | 0.0% | 0.0% | 21 | +323,032 | 24.08% | Q4 2025 | Mar 25, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,620,187 | 31,447 | 0.03% | 0.03% | 22 | +465,369 | 40.3% | Q4 2025 | Feb 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,432,316 | 27,801 | 0.28% | 0.29% | 23 | +7,731 | 0.54% | Q4 2025 | Feb 09, 2026 |
| Westchester Capital Management, LLC | History | No change | 1,192,134 | 23,139 | 0.97% | 1.11% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WATER ISLAND CAPITAL LLC | History | Reduced | 1,179,885 | 22,901 | 2.47% | 3.14% | 25 | -43,623 | -3.57% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,176,186 | 22,829 | 0.01% | 0.01% | 26 | +116,965 | 11.04% | Q4 2025 | Mar 20, 2026 |
| GABELLI FUNDS LLC | History | New | 1,169,506 | 22,700 | 0.15% | — | 27 | +1,169,506 | New | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,122,173 | 21,781 | 0.02% | 0.0% | 28 | +984,765 | 716.67% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,032,714 | 20,044 | 0.03% | 0.0% | 29 | +974,762 | 1682.02% | Q4 2025 | Feb 17, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Added to | 956,367 | 18,563 | 1.23% | 0.94% | 30 | +187,997 | 24.47% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Reduced | 926,158 | 17,976 | 0.0% | 0.0% | 31 | -79,091 | -7.87% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 911,630 | 17,694 | 0.01% | 0.01% | 32 | +43,713 | 5.04% | Q4 2025 | Feb 02, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 850,932 | 16,516 | 0.04% | 0.06% | 33 | -387,105 | -31.27% | Q4 2025 | Feb 24, 2026 |
| LMR Partners LLP | History | Added to | 846,363 | 16,427 | 0.03% | 0.03% | 34 | +526,363 | 164.49% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 773,619 | 15,015 | 0.02% | 0.01% | 35 | +451,540 | 140.2% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 715,619 | 13,890 | 0.0% | 0.0% | 36 | +102,799 | 16.77% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 687,025 | 13,335 | 0.0% | 0.0% | 37 | +223,378 | 48.18% | Q4 2025 | Feb 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 667,172 | 12,949 | 0.02% | 0.02% | 38 | +42,172 | 6.75% | Q4 2025 | Feb 17, 2026 |
| AQR Arbitrage LLC | History | Added to | 659,164 | 12,794 | 0.27% | 0.29% | 39 | +92,593 | 16.34% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 648,210 | 12,581 | 0.0% | 0.0% | 40 | -646,449 | -49.93% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 570,920 | 11,081 | 0.02% | 0.01% | 41 | +176,620 | 44.79% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 557,620 | 10,823 | 0.04% | 0.05% | 42 | -69,939 | -11.14% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 515,797 | 10,011 | 0.07% | — | 43 | +515,797 | New | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 510,000 | 9,899 | 0.03% | 0.02% | 44 | +158,773 | 45.21% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 494,773 | 9,603 | 0.01% | 0.01% | 45 | -32,600 | -6.18% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 473,426 | 9,189 | 0.0% | 0.0% | 46 | +141,413 | 42.59% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 450,856 | 8,751 | 0.0% | 0.0% | 47 | +84,580 | 23.09% | Q4 2025 | Feb 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 450,000 | 8,734 | 0.07% | 0.13% | 48 | -250,000 | -35.71% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 424,991 | 8,249 | 0.0% | 0.0% | 49 | -19,705 | -4.43% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 423,383 | 8,217 | 0.0% | 0.0% | 50 | -202,249 | -32.33% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 407,603 | 7,911 | 0.0% | 0.0% | 51 | -82,801 | -16.88% | Q4 2025 | Feb 17, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 396,958 | 7,704 | 1.16% | 1.01% | 52 | +85,937 | 27.63% | Q4 2025 | Feb 05, 2026 |
| Vision One Management Partners, LP | History | Reduced | 388,008 | 7,531 | 4.23% | 5.12% | 53 | -12,500 | -3.12% | Q4 2025 | Feb 18, 2026 |
| ALPS ADVISORS INC | History | Reduced | 383,894 | 7,451 | 0.04% | 0.05% | 54 | -21,538 | -5.31% | Q4 2025 | Feb 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 373,253 | 7,244 | 0.06% | 0.06% | 55 | +32,078 | 9.4% | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 371,023 | 7,201 | 0.09% | 0.1% | 56 | -15,834 | -4.09% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 370,936 | 7,199 | 0.0% | 0.0% | 57 | +97,945 | 35.88% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 451,928 | 6,788 | 0.01% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 347,849 | 6,755 | 0.0% | 0.0% | 59 | -18,989 | -5.18% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 331,319 | 6,430 | 0.02% | 0.02% | 60 | +750 | 0.23% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 330,700 | 6,418 | 0.0% | 0.0% | 61 | +291,048 | 734.01% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 327,300 | 6,352 | 0.0% | 0.0% | 62 | +15,700 | 5.04% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 325,726 | 6,322 | 0.01% | — | 63 | +325,726 | New | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | No change | 309,451 | 6,006 | 0.56% | 0.62% | 64 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 307,201 | 5,965 | 0.01% | 0.01% | 65 | +5,259 | 1.74% | Q4 2025 | Jan 28, 2026 |
| Groupe la Francaise | History | New | 306,721 | 5,953 | 0.08% | — | 66 | +306,721 | New | Q4 2025 | Feb 12, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 305,115 | 5,922 | 0.42% | 0.5% | 67 | -29,700 | -8.87% | Q4 2025 | Jan 29, 2026 |
| WINTON GROUP Ltd | History | Reduced | 302,301 | 5,867 | 0.2% | 0.26% | 68 | -36,122 | -10.67% | Q4 2025 | Feb 11, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 297,279 | 5,770 | 0.44% | — | 69 | +297,279 | New | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 295,533 | 5,736 | 0.0% | 0.0% | 70 | +55,444 | 23.09% | Q4 2025 | Feb 13, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 281,537 | 5,464 | 0.08% | 0.07% | 71 | +60,000 | 27.08% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 277,638 | 5,388 | 0.0% | 0.0% | 72 | +34,080 | 13.99% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 259,360 | 5,034 | 0.03% | 0.01% | 73 | +158,201 | 156.39% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 233,434 | 4,530 | 0.0% | 0.0% | 74 | -63,462 | -21.38% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 221,714 | 4,303 | 0.01% | 0.01% | 75 | +3,311 | 1.52% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 220,073 | 4,271 | 0.0% | 0.0% | 76 | -164,950 | -42.84% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 211,653 | 4,108 | 0.01% | 0.01% | 77 | -3,125 | -1.45% | Q4 2025 | Jan 30, 2026 |
| TIG Advisors, LLC | History | Reduced | 190,480 | 3,697 | 0.17% | 0.94% | 78 | -592,242 | -75.66% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 173,734 | 3,373 | 0.0% | 0.0% | 79 | +17,726 | 11.36% | Q4 2025 | Feb 17, 2026 |
| Kapitalo Investimentos Ltda | History | New | 168,689 | 3,274 | 0.63% | — | 80 | +168,689 | New | Q4 2025 | Jan 28, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 167,946 | 3,259 | 0.0% | 0.0% | 81 | +19,953 | 13.48% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Reduced | 166,296 | 3,227 | 0.0% | 0.0% | 82 | -398,904 | -70.58% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 161,692 | 3,138 | 0.01% | 0.02% | 83 | -112,141 | -40.95% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 161,114 | 3,125 | 0.03% | 0.03% | 84 | +30,922 | 23.75% | Q4 2025 | Jan 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 152,490 | 2,959 | 0.0% | 0.0% | 85 | -143 | -0.09% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 151,005 | 2,931 | 0.0% | 0.0% | 86 | -14,724 | -8.88% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 147,778 | 2,868 | 0.02% | 0.02% | 87 | -8,500 | -5.44% | Q4 2025 | Feb 02, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 145,449 | 2,824 | 0.0% | 0.01% | 88 | -41,044 | -22.01% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 145,181 | 2,818 | 0.0% | 0.0% | 89 | +4,859 | 3.46% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 141,708 | 2,750 | 0.0% | 0.01% | 90 | -86,025 | -37.77% | Q4 2025 | Feb 13, 2026 |
| Verdad Advisers, LP | History | New | 2,510,000 | 2,489 | 2.85% | — | 91 | +2,510,000 | New | Q4 2025 | Feb 17, 2026 |
| Carmignac Gestion | History | No change | 123,716 | 2,401 | 0.03% | 0.04% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 123,135 | 2,390 | 0.01% | 0.02% | 93 | +2,056 | 1.7% | Q4 2025 | Jan 26, 2026 |
| Empowered Funds, LLC | History | Reduced | 121,382 | 2,356 | 0.04% | 0.03% | 94 | -1,465 | -1.19% | Q4 2025 | Feb 18, 2026 |
| ExodusPoint Capital Management, LP | History | New | 118,180 | 2,293 | 0.02% | — | 95 | +118,180 | New | Q4 2025 | Feb 17, 2026 |
| CLARK ESTATES INC/NY | History | No change | 116,410 | 2,259 | 0.55% | 0.54% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 110,668 | 2,148 | 0.0% | 0.0% | 97 | -5,394 | -4.65% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 108,385 | 2,103 | 0.01% | 0.01% | 98 | +7,385 | 7.31% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 101,336 | 1,966 | 0.0% | 0.0% | 99 | -113,039 | -52.73% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 97,043 | 1,883 | 0.0% | 0.0% | 100 | -1,152 | -1.17% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 95,200 | 1,857 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 93,523 | 1,826 | 0.01% | 0.01% | 102 | +274 | 0.29% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 88,916 | 1,725 | 0.01% | 0.01% | 103 | -4,054 | -4.36% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 86,889 | 1,686 | 0.02% | 0.02% | 104 | +1,784 | 2.1% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 86,144 | 1,672 | 0.0% | 0.01% | 105 | -397,340 | -82.18% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 76,985 | 1,494 | 0.0% | 0.0% | 106 | -71,803 | -48.26% | Q4 2025 | Feb 13, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 76,335 | 1,481 | 0.25% | 0.22% | 107 | +11,201 | 17.2% | Q4 2025 | Feb 13, 2026 |
| HARVEST MANAGEMENT LLC | History | Reduced | 76,300 | 1,480 | 0.47% | 4.74% | 108 | -462,700 | -85.84% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 75,635 | 1,468 | 0.01% | — | 109 | +75,635 | New | Q4 2025 | Feb 13, 2026 |
| Atom Investors LP | History | New | 74,830 | 1,452 | 0.12% | — | 110 | +74,830 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 74,696 | 1,449 | 0.0% | 0.0% | 111 | -67 | -0.09% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 74,513 | 1,446 | 0.11% | 0.13% | 112 | -7,687 | -9.35% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 73,800 | 1,432 | 0.02% | 0.03% | 113 | -200 | -0.27% | Q4 2025 | Jan 16, 2026 |
| Keeler Thomas Management LLC | History | Added to | 70,326 | 1,365 | 0.65% | 0.58% | 114 | +322 | 0.46% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 69,900 | 1,357 | 0.0% | — | 115 | +69,900 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 69,095 | 1,341 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 67,400 | 1,308 | 0.0% | 0.0% | 117 | -559 | -0.82% | Q4 2025 | Feb 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 65,607 | 1,273 | 0.13% | 0.13% | 118 | +1,558 | 2.43% | Q4 2025 | Jan 16, 2026 |
| Blackstone Inc. | History | New | 63,974 | 1,241 | 0.0% | — | 119 | +63,974 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 63,906 | 1,240 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 62,735 | 1,217 | 0.03% | 0.05% | 121 | -40,900 | -39.47% | Q4 2025 | Feb 13, 2026 |
| Kendall Capital Management | History | Reduced | 62,347 | 1,210 | 0.25% | 0.29% | 122 | -1,105 | -1.74% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 60,484 | 1,174 | 0.0% | 0.0% | 123 | -1,452 | -2.34% | Q4 2025 | Jan 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 57,279 | 1,111 | 0.01% | 0.01% | 124 | +3,858 | 7.22% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 54,672 | 1,061 | 0.0% | 0.0% | 125 | -9,559 | -14.88% | Q4 2025 | Mar 09, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 53,185 | 1,032 | 0.0% | 0.01% | 126 | -28,653 | -35.01% | Q4 2025 | Feb 17, 2026 |
| Rangeley Capital, LLC | History | Added to | 53,000 | 1,028 | 0.85% | 0.18% | 127 | +43,000 | 430.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 52,213 | 1,013 | 0.0% | — | 128 | +52,213 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 52,127 | 1,011 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 49,880 | 974 | 0.0% | 0.0% | 130 | -129 | -0.26% | Q4 2025 | Jan 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,905 | 949 | 0.0% | 0.0% | 131 | +18,704 | 61.93% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 48,543 | 942 | 0.0% | 0.0% | 132 | +11,774 | 32.02% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 47,463 | 921 | 0.0% | 0.0% | 133 | -12,248 | -20.51% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 46,744 | 907 | 0.01% | 0.01% | 134 | +429 | 0.93% | Q4 2025 | Feb 05, 2026 |
| Kintayl Capital LP | History | New | 46,608 | 904 | 0.55% | — | 136 | +46,608 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 47,929 | 904 | 0.01% | 0.01% | 135 | -6,883 | -12.56% | Q4 2025 | Jan 21, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 46,030 | 893 | 0.15% | — | 137 | +46,030 | New | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 45,511 | 883 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 45,116 | 875 | 0.21% | 0.3% | 139 | -14,717 | -24.6% | Q4 2025 | Jan 20, 2026 |
| Arizona State Retirement System | History | Reduced | 44,877 | 871 | 0.0% | 0.01% | 140 | -2,683 | -5.64% | Q4 2025 | Jan 28, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 44,408 | 861 | 0.0% | 0.0% | 141 | +22,069 | 98.79% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 42,624 | 827 | 0.01% | 0.01% | 142 | -1,929 | -4.33% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 41,067 | 797 | 0.0% | 0.0% | 143 | +3,621 | 9.67% | Q4 2025 | Feb 11, 2026 |
| Alpine Global Management, LLC | History | Reduced | 40,964 | 795 | 0.17% | 0.37% | 144 | -49,036 | -54.48% | Q4 2025 | Feb 26, 2026 |
| Handelsbanken Fonder AB | History | No change | 40,808 | 792 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 40,452 | 785 | 0.01% | 0.01% | 146 | -5,325 | -11.63% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 40,232 | 781 | 0.0% | 0.0% | 147 | -6,990 | -14.8% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 38,989 | 756 | 0.0% | 0.0% | 148 | -1,787 | -4.38% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,470 | 747 | 0.0% | — | 149 | +38,470 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 37,953 | 736 | 0.0% | 0.0% | 150 | -11,278 | -22.91% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 37,256 | 723 | 0.0% | 0.0% | 151 | -2,735 | -6.84% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 37,224 | 722 | 0.0% | 0.0% | 152 | -21,136 | -36.22% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 37,075 | 719 | 0.0% | 0.0% | 153 | -91,065 | -71.07% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 37,000 | 718 | 0.0% | — | 154 | +37,000 | New | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 36,830 | 714 | 0.01% | 0.01% | 155 | +630 | 1.74% | Q4 2025 | Feb 04, 2026 |
| Olympiad Research LP | History | No change | 36,722 | 712 | 1.89% | 1.04% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 36,673 | 711 | 0.01% | 0.14% | 157 | -437,827 | -92.27% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 37,152 | 711 | 0.0% | 0.01% | 158 | -45,276 | -54.93% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 35,501 | 689 | 0.0% | 0.0% | 159 | -19,561 | -35.53% | Q4 2025 | Feb 18, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 35,000 | 679 | 0.0% | — | 160 | +35,000 | New | Q4 2025 | Feb 12, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 33,652 | 653 | 0.04% | 0.61% | 161 | -462,782 | -93.22% | Q4 2025 | Feb 17, 2026 |
| Unison Advisors LLC | History | Added to | 33,326 | 651 | 0.06% | 0.06% | 162 | +204 | 0.62% | Q4 2025 | Jan 21, 2026 |
| Cypress Capital, LLC | History | Reduced | 32,590 | 632 | 0.18% | 0.2% | 163 | -2,271 | -6.51% | Q4 2025 | Feb 06, 2026 |
| Yakira Capital Management, Inc. | History | No change | 32,267 | 626 | 0.21% | 0.23% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,065 | 622 | 0.01% | 0.01% | 165 | +255 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 31,852 | 618 | 0.01% | 0.04% | 166 | -47,963 | -60.09% | Q4 2025 | Feb 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 32,216 | 610 | 0.15% | 0.17% | 167 | +228 | 0.71% | Q4 2025 | Jan 23, 2026 |
| ProShare Advisors LLC | History | Reduced | 31,289 | 607 | 0.0% | 0.0% | 168 | -12,531 | -28.6% | Q4 2025 | Feb 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 29,144 | 565 | 0.01% | 0.01% | 169 | -451 | -1.52% | Q4 2025 | Feb 03, 2026 |
| Vestcor Inc | History | Reduced | 29,017 | 563 | 0.02% | 0.09% | 170 | -116,553 | -80.07% | Q4 2025 | Feb 11, 2026 |
| STRS OHIO | History | Reduced | 28,400 | 551 | 0.0% | 0.0% | 171 | -25,500 | -47.31% | Q4 2025 | Feb 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 27,775 | 539 | 0.01% | 0.01% | 172 | -1,536 | -5.24% | Q4 2025 | Feb 05, 2026 |
| CSS LLC/IL | History | Reduced | 27,667 | 537 | 0.02% | 0.03% | 173 | -6,100 | -18.06% | Q4 2025 | Feb 17, 2026 |
| Round Hill Asset Management | History | No change | 26,488 | 514 | 0.32% | 0.35% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | Reduced | 26,298 | 510 | 0.02% | 0.04% | 175 | -9,495 | -26.53% | Q4 2025 | Feb 23, 2026 |
| METEORA CAPITAL, LLC | History | New | 26,000 | 504 | 0.04% | — | 176 | +26,000 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 25,760 | 500 | 0.0% | 0.0% | 177 | +16,395 | 175.07% | Q4 2025 | Jan 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 25,554 | 496 | 0.0% | 0.0% | 178 | -180 | -0.7% | Q4 2025 | Feb 12, 2026 |
| Cannon Global Investment Management, LLC | History | New | 25,000 | 485 | 1.22% | — | 179 | +25,000 | New | Q4 2025 | Jan 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 24,422 | 474 | 0.0% | 0.0% | 181 | +11,538 | 89.55% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 24,461 | 474 | 0.03% | 0.03% | 180 | -2,769 | -10.17% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 24,267 | 471 | 0.0% | 0.0% | 182 | +2,504 | 11.51% | Q4 2025 | Jan 29, 2026 |
| DGS Capital Management, LLC | History | Added to | 24,125 | 468 | 0.08% | 0.08% | 183 | +1,834 | 8.23% | Q4 2025 | Feb 24, 2026 |
| Greenland Capital Management LP | History | Reduced | 24,058 | 466 | 0.05% | 0.08% | 184 | -16,716 | -41.0% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 23,941 | 464 | 0.0% | 0.0% | 185 | -15,562 | -39.39% | Q4 2025 | Jan 28, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 23,710 | 460 | 0.02% | 0.02% | 186 | +1,576 | 7.12% | Q4 2025 | Feb 09, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 23,466 | 455 | 0.01% | 0.01% | 187 | +338 | 1.46% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 23,364 | 453 | 0.0% | 0.0% | 188 | -244,889 | -91.29% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | No change | 23,273 | 451 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,413 | 435 | 0.0% | 0.0% | 190 | +3,465 | 18.29% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 20,387 | 396 | 0.0% | 0.0% | 191 | -6,391 | -23.87% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 20,146 | 391 | 0.05% | — | 192 | +20,146 | New | Q4 2025 | Feb 17, 2026 |
| Diametric Capital, LP | History | Reduced | 20,000 | 388 | 0.1% | 0.22% | 194 | -9,372 | -31.91% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 388 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 19,695 | 382 | 0.01% | — | 195 | +19,695 | New | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 19,398 | 376 | 0.0% | 0.0% | 196 | -2,823 | -12.7% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 19,035 | 369 | 0.0% | 0.0% | 198 | +77 | 0.41% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 19,062 | 369 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 18,793 | 364 | 0.04% | 0.04% | 199 | -194 | -1.02% | Q4 2025 | Jan 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 18,649 | 361 | 0.0% | 0.0% | 200 | +3,046 | 19.52% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 18,408 | 357 | 0.0% | 0.0% | 201 | +387 | 2.15% | Q4 2025 | Feb 10, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 18,162 | 352 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 17,679 | 343 | 0.0% | 0.0% | 203 | -200 | -1.12% | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | Added to | 17,664 | 342 | 0.0% | 0.0% | 204 | +1,284 | 7.84% | Q4 2025 | Feb 10, 2026 |
| Banque Cantonale Vaudoise | History | No change | 17,526 | 340 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 16,990 | 329 | 0.05% | 0.29% | 206 | -74,505 | -81.43% | Q4 2025 | Feb 02, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 16,845 | 326 | 0.1% | 0.13% | 207 | -5,100 | -23.24% | Q4 2025 | Feb 02, 2026 |
| CIBC Asset Management Inc | History | Added to | 16,643 | 323 | 0.0% | 0.0% | 208 | +541 | 3.36% | Q4 2025 | Feb 10, 2026 |
| South Dakota Investment Council | History | Reduced | 16,203 | 315 | 0.01% | 0.01% | 209 | -1,500 | -8.47% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,086 | 312 | 0.0% | 0.01% | 211 | -161,755 | -90.95% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 16,088 | 312 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 15,735 | 305 | 0.01% | 0.01% | 212 | -5,797 | -26.92% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 15,341 | 298 | 0.0% | 0.0% | 213 | -206 | -1.33% | Q4 2025 | Jan 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 15,296 | 296 | 0.0% | — | 214 | +15,296 | New | Q4 2025 | Feb 10, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 15,046 | 292 | 0.01% | 0.04% | 215 | -46,879 | -75.7% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | New | 15,000 | 291 | 0.01% | — | 217 | +15,000 | New | Q4 2025 | Feb 10, 2026 |
| Centiva Capital, LP | History | New | 15,000 | 291 | 0.0% | — | 218 | +15,000 | New | Q4 2025 | Feb 13, 2026 |
| Welch Group, LLC | History | No change | 15,000 | 291 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AlphaQuest LLC | History | Reduced | 14,656 | 284 | 0.02% | 0.02% | 219 | -638 | -4.17% | Q4 2025 | Feb 09, 2026 |
| FOSTER & MOTLEY INC | History | No change | 14,241 | 276 | 0.01% | 0.02% | 220 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Verity Asset Management, Inc. | History | Added to | 13,585 | 263 | 0.11% | 0.07% | 221 | +3,358 | 32.83% | Q4 2025 | Jan 30, 2026 |
| XPONANCE LLC | History | Added to | 13,564 | 263 | 0.0% | 0.0% | 222 | +89 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,445 | 260 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 13,380 | 259 | 0.0% | 0.0% | 224 | +169 | 1.28% | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 13,210 | 256 | 0.07% | 0.0% | 225 | +12,660 | 2301.82% | Q4 2025 | Jan 16, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 13,000 | 252 | 0.0% | — | 226 | +13,000 | New | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 12,468 | 242 | 0.01% | 0.02% | 227 | -31,332 | -71.53% | Q4 2025 | Feb 04, 2026 |
| Capricorn Fund Managers Ltd | History | New | 12,435 | 241 | 0.06% | — | 228 | +12,435 | New | Q4 2025 | Jan 21, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 12,073 | 235 | 0.04% | 0.04% | 229 | +73 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12,000 | 232 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 11,608 | 226 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | New | 11,467 | 222 | 0.02% | — | 232 | +11,467 | New | Q4 2025 | Feb 05, 2026 |
| Shay Capital LLC | History | New | 11,400 | 221 | 0.02% | — | 233 | +11,400 | New | Q4 2025 | Feb 17, 2026 |
| One68 Global Capital, LLC | History | New | 11,400 | 221 | 2.6% | — | 234 | +11,400 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 11,325 | 219 | 0.05% | — | 236 | +11,325 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | New | 11,315 | 219 | 0.02% | — | 235 | +11,315 | New | Q4 2025 | Feb 17, 2026 |
| SCHULHOFF & CO INC | History | Reduced | 11,100 | 215 | 0.09% | 0.11% | 237 | -2,000 | -15.27% | Q4 2025 | Feb 11, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 10,735 | 207 | 0.0% | 0.0% | 238 | -12,332 | -53.46% | Q4 2025 | Jan 27, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 10,646 | 206 | 0.0% | — | 240 | +10,646 | New | Q4 2025 | Feb 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 10,623 | 206 | 0.0% | 0.0% | 239 | -793 | -6.95% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,598 | 205 | 0.0% | 0.0% | 241 | -9,432 | -47.09% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10,444 | 202 | 0.0% | 0.0% | 242 | -172 | -1.62% | Q4 2025 | Jan 20, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 10,455 | 202 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 10,285 | 199 | 0.07% | 0.09% | 244 | -2,734 | -21.0% | Q4 2025 | Feb 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 10,114 | 196 | 0.0% | 0.0% | 246 | -946 | -8.55% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 10,138 | 196 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,364 | 181 | 0.0% | 0.0% | 247 | -1,779 | -15.97% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 8,720 | 169 | 0.0% | 0.0% | 248 | -881 | -9.18% | Q4 2025 | Feb 04, 2026 |
| Neo Ivy Capital Management | History | New | 8,399 | 163 | 0.03% | — | 249 | +8,399 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,127 | 157 | 0.0% | 0.0% | 250 | -495 | -5.74% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,040 | 156 | 0.0% | — | 251 | +8,040 | New | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 7,271 | 141 | 0.06% | 0.08% | 252 | -1,283 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Parallel Advisors, LLC | History | No change | 6,940 | 134 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ESL Trust Services, LLC | History | No change | 6,753 | 131 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,202 | 120 | 0.0% | 0.0% | 255 | +392 | 6.75% | Q4 2025 | Feb 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 6,081 | 118 | 0.08% | 0.09% | 256 | +18 | 0.3% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 5,728 | 111 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,980 | 96 | 0.0% | 0.0% | 258 | -1,792 | -26.46% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 4,606 | 89 | 0.0% | — | 259 | +4,606 | New | Q4 2025 | Feb 12, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 4,500 | 87 | 0.01% | 0.01% | 260 | +1,600 | 55.17% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,166 | 80 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,950 | 76 | 0.0% | 0.0% | 262 | -55,609 | -93.37% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,362 | 65 | 0.0% | 0.0% | 263 | +985 | 41.44% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,317 | 64 | 0.0% | 0.0% | 264 | +1,062 | 47.1% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,200 | 62 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 3,000 | 58 | 0.0% | — | 266 | +3,000 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 2,995 | 58 | 0.0% | 0.0% | 267 | +371 | 14.14% | Q4 2025 | Jan 05, 2026 |
| Bayforest Capital Ltd | History | New | 2,746 | 53 | 0.04% | — | 269 | +2,746 | New | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,741 | 53 | 0.01% | — | 268 | +2,741 | New | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 2,688 | 52 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,293 | 44 | 0.0% | 0.0% | 271 | -2,187 | -48.82% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,186 | 42 | 0.0% | 0.0% | 272 | -12,315 | -84.93% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,888 | 36 | 0.0% | 0.0% | 273 | -4,722 | -71.44% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,548 | 30 | 0.0% | 0.0% | 274 | -459 | -22.87% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 1,434 | 27 | 0.0% | 0.0% | 275 | -15 | -1.04% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,367 | 26 | 0.0% | 0.0% | 276 | -63 | -4.41% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,302 | 25 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,222 | 23 | 0.0% | 0.0% | 278 | +139 | 12.83% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 1,199 | 23 | 0.0% | 0.0% | 279 | +1 | 0.08% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,158 | 22 | 0.0% | 0.0% | 280 | +523 | 82.36% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,078 | 21 | 0.0% | 0.0% | 281 | -8,106 | -88.26% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,021 | 19 | 0.0% | — | 283 | +1,021 | New | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 19 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 898 | 17 | 0.0% | 0.0% | 284 | +583 | 185.08% | Q4 2025 | Feb 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 861 | 16 | 0.0% | 0.01% | 286 | -1,636 | -65.52% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 847 | 16 | 0.0% | 0.0% | 285 | +3 | 0.36% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | Added to | 817 | 15 | 0.0% | 0.0% | 287 | +271 | 49.63% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 750 | 14 | 0.0% | 0.0% | 288 | -1,102 | -59.5% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 700 | 13 | 0.0% | — | 289 | +700 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 678 | 13 | 0.0% | 0.0% | 292 | +546 | 413.64% | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | No change | 700 | 13 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | No change | 695 | 13 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 659 | 12 | 0.0% | 0.0% | 293 | -2,324 | -77.91% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 661 | 12 | 0.0% | 0.0% | 294 | +128 | 24.02% | Q4 2025 | Feb 24, 2026 |
| Torren Management, LLC | History | New | 602 | 11 | 0.01% | — | 295 | +602 | New | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | Reduced | 490 | 10 | 0.01% | 0.08% | 299 | -6,809 | -93.29% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 538 | 10 | 0.0% | — | 296 | +538 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 536 | 10 | 0.0% | 0.0% | 298 | -69 | -11.4% | Q4 2025 | Mar 16, 2026 |
| Larson Financial Group LLC | History | Added to | 526 | 10 | 0.0% | 0.0% | 297 | +51 | 10.74% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | New | 430 | 8 | 0.0% | — | 300 | +430 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 399 | 7 | 0.0% | — | 302 | +399 | New | Q4 2025 | Feb 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 397 | 7 | 0.0% | 0.0% | 304 | +78 | 24.45% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 384 | 7 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 402 | 7 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 321 | 6 | 0.0% | 0.0% | 307 | +33 | 11.46% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 314 | 6 | 0.0% | 0.0% | 306 | -18 | -5.42% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | No change | 310 | 6 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WealthCollab, LLC | History | No change | 327 | 6 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LRI Investments, LLC | History | No change | 337 | 6 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | New | 271 | 5 | 0.0% | — | 311 | +271 | New | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 296 | 5 | 0.0% | 0.0% | 310 | -126 | -29.86% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 277 | 5 | 0.0% | 0.0% | 312 | -1 | -0.36% | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 219 | 4 | 0.0% | — | 318 | +219 | New | Q4 2025 | Feb 19, 2026 |
| WHITTIER TRUST CO | History | Reduced | 234 | 4 | 0.0% | 0.0% | 313 | -200 | -46.08% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 241 | 4 | 0.0% | — | 317 | +197 | 447.73% | Q4 2025 | Feb 03, 2026 |
| High Note Wealth, LLC | History | Reduced | 239 | 4 | 0.0% | 0.0% | 315 | -21 | -8.08% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 234 | 4 | 0.0% | 0.0% | 314 | +11 | 4.93% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Added to | 222 | 4 | 0.0% | 0.0% | 316 | +2 | 0.91% | Q4 2025 | Feb 11, 2026 |
| EFG International AG | History | New | 160 | 3 | 0.0% | — | 321 | +160 | New | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 200 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hilltop National Bank | History | No change | 200 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 351 | 2 | 0.0% | 0.0% | 322 | -169 | -32.5% | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | Added to | 103 | 2 | 0.0% | 0.0% | 324 | +23 | 28.75% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Camelot Portfolios, LLC | History | New | 80 | 1 | 0.0% | — | 327 | +80 | New | Q4 2025 | Jan 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 78 | 1 | 0.0% | — | 330 | +78 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 75 | 1 | 0.0% | — | 331 | +75 | New | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 52 | 1 | 0.0% | — | 332 | +52 | New | Q4 2025 | Mar 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 83 | 1 | 0.0% | 0.0% | 328 | +1 | 1.22% | Q4 2025 | Jan 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 85 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fort Baker Capital Management LP | History | Closed out | 0 | 0 | — | 7.17% | — | -2,220,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -675,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.01% | — | -380,463 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -308,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -283,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -250,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -138,859 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -100,724 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BCK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 2.07% | — | -95,938 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -90,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -80,250 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -79,425 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -75,655 | -100.0% | Q3 2025 | Oct 27, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,489 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -69,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ANGELO GORDON & CO., L.P. | History | Closed out | 0 | 0 | — | 0.16% | — | -64,999 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -56,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 17 | 0 | — | 0.11% | — | -26,483 | -99.94% | Q4 2025 | Feb 09, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -25,844 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,337 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,039 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,730 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.05% | — | -16,539 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,498 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,396 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,942 | -100.0% | Q3 2025 | Oct 28, 2025 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -10,371 | -100.0% | Q3 2025 | Oct 06, 2025 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,883 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -2,558 | -98.92% | Q4 2025 | Feb 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,769 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -970 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -903 | -100.0% | Q3 2025 | Oct 21, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -623 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CDKV HOLDINGS LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Feb 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ankerstar Wealth, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 7 | 0 | — | — | — | -12 | -63.16% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 23 | 0 | — | — | — | -9 | -28.13% | Q4 2025 | Jan 15, 2026 |
| Elyxium Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 26 | 0 | — | — | — | +3 | 13.04% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Quent Capital, LLC | History | Added to | 13 | 0 | — | — | — | +2 | 18.18% | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sachetta, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WPG Advisers, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |