TG THERAPEUTICS, INC. - TGTX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 21,848,462 | 651,302 | 0.01% | 0.01% | 1 | +548,037 | 2.57% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 15,841,002 | 472,220 | 0.01% | 0.01% | 2 | +319,703 | 2.06% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 8,479,999 | 252,788 | 0.01% | 0.01% | 3 | +379,380 | 4.68% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 3,448,033 | 102,785 | 0.08% | 0.13% | 4 | -1,196,442 | -25.76% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,403,866 | 101,482 | 0.01% | 0.01% | 5 | -40,053 | -1.16% | Q4 2025 | Feb 09, 2026 |
| Soleus Capital Management, L.P. | History | Reduced | 3,139,312 | 93,582 | 3.45% | 6.99% | 6 | -705,419 | -18.35% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,722,251 | 81,150 | 0.01% | 0.01% | 7 | +419,820 | 18.23% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,051,132 | 61,144 | 0.01% | 0.01% | 8 | +531,759 | 35.0% | Q4 2025 | Mar 25, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 1,922,410 | 57,307 | 0.4% | — | 9 | +1,922,410 | New | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,816,575 | 54,152 | 0.01% | 0.01% | 10 | +33,015 | 1.85% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,620,637 | 48,311 | 0.01% | 0.01% | 11 | -62,666 | -3.72% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,609,815 | 47,988 | 0.01% | 0.01% | 12 | +515,481 | 47.1% | Q4 2025 | Feb 19, 2026 |
| Hood River Capital Management LLC | History | Added to | 1,581,234 | 47,136 | 0.52% | 0.66% | 13 | +28,446 | 1.83% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,503,037 | 44,805 | 0.0% | 0.0% | 14 | +255,236 | 20.45% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,461,048 | 43,553 | 0.04% | 0.06% | 15 | -148,503 | -9.23% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,419,519 | 42,315 | 0.01% | 0.01% | 16 | -82,214 | -5.47% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,311,689 | 39,101 | 0.01% | 0.01% | 17 | +1,532 | 0.12% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,060,448 | 31,611 | 0.04% | 0.05% | 18 | +170,578 | 19.17% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 956,637 | 28,517 | 0.05% | 0.06% | 19 | -51,825 | -5.14% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 953,206 | 28,415 | 0.01% | 0.01% | 20 | +242,434 | 34.11% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 898,409 | 26,781 | 0.0% | 0.01% | 21 | +25,858 | 2.96% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 859,522 | 25,622 | 0.03% | 0.02% | 22 | +332,288 | 63.02% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 851,107 | 25,371 | 0.0% | 0.0% | 23 | +224,454 | 35.82% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 847,787 | 25,272 | 0.01% | 0.01% | 24 | +63,615 | 8.11% | Q4 2025 | Feb 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 768,445 | 22,907 | 0.01% | 0.01% | 25 | +450,622 | 141.78% | Q4 2025 | Feb 17, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Reduced | 716,414 | 21,356 | 0.33% | 0.57% | 26 | -238,117 | -24.95% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 683,653 | 20,379 | 0.01% | 0.0% | 27 | +612,189 | 856.64% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 675,910 | 20,148 | 0.01% | 0.0% | 28 | +385,023 | 132.36% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 629,945 | 18,769 | 0.01% | 0.01% | 29 | -44,182 | -6.55% | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 617,207 | 18,398 | 0.03% | 0.05% | 30 | -92,588 | -13.04% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 605,945 | 18,064 | 0.0% | 0.0% | 31 | -352,526 | -36.78% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 599,600 | 17,874 | 0.03% | 0.03% | 32 | +171,400 | 40.03% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 560,727 | 16,715 | 0.06% | 0.03% | 33 | +347,821 | 163.37% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 543,419 | 16,199 | 0.0% | 0.0% | 34 | -82,809 | -13.22% | Q4 2025 | Jan 29, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 538,117 | 16,082 | 1.28% | 1.45% | 35 | +16,857 | 3.23% | Q4 2025 | Feb 09, 2026 |
| Opaleye Management Inc. | History | No change | 535,000 | 15,948 | 2.1% | 2.73% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 512,454 | 15,276 | 0.14% | 0.1% | 37 | +246,057 | 92.36% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 512,378 | 15,273 | 0.01% | 0.01% | 38 | -237 | -0.05% | Q4 2025 | Feb 12, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 485,192 | 14,464 | 0.23% | 0.05% | 39 | +402,821 | 489.03% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 483,525 | 14,413 | 0.01% | 0.01% | 40 | -263,394 | -35.26% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 472,787 | 14,093 | 0.0% | 0.0% | 41 | +446,884 | 1725.22% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 470,286 | 14,019 | 0.05% | 0.07% | 42 | -58,985 | -11.14% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 469,855 | 14,006 | 0.05% | 0.05% | 43 | +127,706 | 37.32% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 446,720 | 13,316 | 0.0% | 0.0% | 44 | -11,505 | -2.51% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 404,862 | 12,068 | 0.01% | 0.01% | 45 | +135 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Occam Crest Management LP | History | Reduced | 401,595 | 11,971 | 8.31% | 9.0% | 46 | -8,000 | -1.95% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 395,680 | 11,795 | 0.0% | 0.0% | 47 | +123,013 | 45.11% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 380,934 | 11,355 | 0.01% | 0.01% | 48 | -21,480 | -5.34% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 374,574 | 11,166 | 0.01% | 0.02% | 49 | +15,757 | 4.39% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 360,204 | 10,737 | 0.0% | 0.0% | 50 | -12,711 | -3.41% | Q4 2025 | Feb 17, 2026 |
| 683 Capital Management, LLC | History | Added to | 360,000 | 10,731 | 0.47% | 0.61% | 51 | +35,000 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 355,515 | 10,597 | 0.0% | 0.0% | 52 | +3,905 | 1.11% | Q4 2025 | Feb 09, 2026 |
| Swiss National Bank | History | Added to | 297,200 | 8,859 | 0.01% | 0.01% | 53 | +4,900 | 1.68% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | Reduced | 286,630 | 8,544 | 0.05% | 0.08% | 54 | -7,828 | -2.66% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 285,755 | 8,518 | 0.01% | 0.01% | 55 | +159,162 | 125.73% | Q4 2025 | Feb 17, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | New | 268,875 | 8,015 | 6.48% | — | 56 | +268,875 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 250,542 | 7,468 | 0.0% | 0.01% | 57 | -19,492 | -7.22% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 238,686 | 7,115 | 0.0% | 0.0% | 58 | -6,365 | -2.6% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 231,358 | 6,896 | 0.01% | 0.02% | 59 | -134,474 | -36.76% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 226,996 | 6,766 | 0.0% | 0.0% | 60 | -484,347 | -68.09% | Q4 2025 | Feb 17, 2026 |
| DIADEMA PARTNERS LP | History | Added to | 223,283 | 6,656 | 1.15% | 0.56% | 61 | +162,535 | 267.56% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Reduced | 219,700 | 6,549 | 0.04% | 0.08% | 62 | -66,276 | -23.18% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 204,982 | 6,110 | 0.01% | 0.01% | 63 | +20,756 | 11.27% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 197,258 | 5,880 | 0.13% | 0.18% | 64 | +312 | 0.16% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 195,359 | 5,823 | 0.02% | 0.01% | 65 | +87,078 | 80.42% | Q4 2025 | Feb 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 192,454 | 5,737 | 0.08% | 0.04% | 66 | +114,621 | 147.27% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 190,112 | 5,667 | 0.02% | 0.02% | 67 | -21,946 | -10.35% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 185,610 | 5,533 | 0.01% | 0.01% | 68 | -9,750 | -4.99% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 184,748 | 5,507 | 0.0% | 0.0% | 69 | +7,688 | 4.34% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 182,001 | 5,425 | 0.01% | 0.01% | 70 | -4,710 | -2.52% | Q4 2025 | Feb 12, 2026 |
| M28 Capital Management LP | History | No change | 161,600 | 4,817 | 3.5% | 8.58% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 160,885 | 4,795 | 0.04% | — | 72 | +160,885 | New | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 160,390 | 4,781 | 0.01% | 0.0% | 73 | +148,757 | 1278.75% | Q4 2025 | Jan 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 155,926 | 4,648 | 0.0% | 0.0% | 74 | +5,199 | 3.45% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 153,132 | 4,564 | 0.04% | 0.02% | 75 | +82,253 | 116.05% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 146,087 | 4,373 | 0.0% | 0.0% | 76 | +101,646 | 228.72% | Q4 2025 | Mar 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 142,178 | 4,238 | 0.0% | 0.01% | 77 | -128 | -0.09% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 136,008 | 4,054 | 0.0% | 0.0% | 78 | +68,197 | 100.57% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 131,952 | 3,933 | 0.01% | 0.0% | 80 | +131,051 | 14545.06% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 131,946 | 3,933 | 0.0% | 0.0% | 79 | -95,988 | -42.11% | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | Reduced | 127,400 | 3,797 | 0.0% | 0.0% | 81 | -55,103 | -30.19% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 125,730 | 3,748 | 0.0% | 0.0% | 82 | -27,048 | -17.7% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 120,435 | 3,590 | 0.01% | 0.01% | 83 | -529 | -0.44% | Q4 2025 | Jan 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 119,935 | 3,575 | 0.01% | 0.01% | 84 | -12,349 | -9.34% | Q4 2025 | Feb 13, 2026 |
| Ikarian Capital, LLC | History | Reduced | 117,903 | 3,514 | 0.27% | 0.64% | 85 | -57,056 | -32.61% | Q4 2025 | Feb 18, 2026 |
| Walleye Capital LLC | History | Added to | 111,066 | 3,310 | 0.01% | 0.01% | 86 | +35,329 | 46.65% | Q4 2025 | Feb 13, 2026 |
| Quantum Private Wealth, LLC | History | No change | 98,908 | 2,948 | 0.86% | 1.04% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 96,609 | 2,879 | 0.01% | 15.49% | 88 | +4,227 | 4.58% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 96,533 | 2,877 | 0.0% | 0.0% | 89 | -38,046 | -28.27% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 95,309 | 2,841 | 0.03% | 0.03% | 90 | +14,071 | 17.32% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 93,425 | 2,785 | 0.0% | 0.01% | 91 | -4,461 | -4.56% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | New | 90,126 | 2,686 | 0.04% | — | 92 | +90,126 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 89,077 | 2,655 | 0.01% | 0.01% | 93 | -76,183 | -46.1% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 88,492 | 2,637 | 0.0% | 0.0% | 94 | -55,211 | -38.42% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 88,205 | 2,629 | 0.03% | 0.03% | 95 | +19,932 | 29.19% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 86,687 | 2,584 | 0.0% | 0.0% | 96 | -1,772 | -2.0% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Reduced | 80,541 | 2,400 | 0.0% | 0.01% | 97 | -30,280 | -27.32% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 80,434 | 2,397 | 0.01% | 0.01% | 98 | -4,371 | -5.15% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 79,904 | 2,381 | 0.03% | 0.03% | 99 | +14,552 | 22.27% | Q4 2025 | Feb 11, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 79,696 | 2,356 | 0.0% | — | 100 | +79,696 | New | Q4 2025 | Jan 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 78,612 | 2,342 | 0.0% | 0.0% | 101 | +293 | 0.37% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 78,357 | 2,336 | 0.0% | 0.01% | 102 | +16,982 | 27.67% | Q4 2025 | Jan 09, 2026 |
| Pandora Wealth, Inc. | History | Reduced | 78,100 | 2,328 | 1.41% | 1.71% | 103 | -200 | -0.26% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 76,364 | 2,276 | 0.0% | 0.0% | 104 | +7,009 | 10.11% | Q4 2025 | Feb 17, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | No change | 75,289 | 2,244 | 0.83% | 1.07% | 105 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 74,814 | 2,230 | 0.07% | 0.06% | 106 | +24,569 | 48.9% | Q4 2025 | Feb 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 73,954 | 2,204 | 0.01% | 0.01% | 107 | -78,467 | -51.48% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 73,289 | 2,184 | 0.0% | 0.0% | 108 | +19,326 | 35.81% | Q4 2025 | Feb 10, 2026 |
| Rhenman & Partners Asset Management AB | History | Reduced | 73,250 | 2,183 | 0.2% | 0.37% | 109 | -19,750 | -21.24% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 73,068 | 2,178 | 0.0% | 0.0% | 110 | +33,801 | 86.08% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 72,119 | 2,149 | 0.0% | — | 111 | +72,119 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 70,518 | 2,102 | 0.0% | 0.01% | 112 | +7,336 | 11.61% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 66,051 | 1,968 | 0.01% | 0.01% | 113 | +27,303 | 70.46% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 64,357 | 1,918 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 62,889 | 1,874 | 0.0% | 0.0% | 115 | -13,419 | -17.59% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 62,300 | 1,857 | 0.03% | 0.04% | 116 | -100 | -0.16% | Q4 2025 | Jan 16, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 61,507 | 1,833 | 0.0% | 0.0% | 117 | +903 | 1.49% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Added to | 60,415 | 1,800 | 0.1% | 0.02% | 118 | +53,867 | 822.65% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 58,775 | 1,752 | 0.0% | 0.0% | 119 | +4,123 | 7.54% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 56,977 | 1,698 | 0.03% | — | 120 | +56,977 | New | Q4 2025 | Feb 18, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 54,085 | 1,612 | 1.12% | 1.47% | 121 | -1,199 | -2.17% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 53,623 | 1,578 | 0.01% | 0.01% | 122 | -5,198 | -8.84% | Q4 2025 | Feb 18, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 51,448 | 1,533 | 0.01% | 0.01% | 123 | -22,485 | -30.41% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 50,882 | 1,516 | 0.0% | 0.0% | 124 | -12,416 | -19.62% | Q4 2025 | Jan 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 49,528 | 1,476 | 0.05% | 0.06% | 125 | +28 | 0.06% | Q4 2025 | Jan 12, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 47,400 | 1,413 | 0.0% | 0.01% | 126 | -100 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 46,976 | 1,400 | 0.02% | — | 127 | +46,976 | New | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 46,731 | 1,393 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 45,181 | 1,346 | 0.0% | 0.01% | 129 | -151 | -0.33% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 45,100 | 1,344 | 0.0% | 0.01% | 130 | -236,023 | -83.96% | Q4 2025 | Feb 17, 2026 |
| Knott David M Jr | History | New | 45,000 | 1,341 | 0.62% | — | 131 | +45,000 | New | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,494 | 1,326 | 0.0% | 0.0% | 132 | +2,047 | 4.82% | Q4 2025 | Feb 10, 2026 |
| J. Goldman & Co LP | History | Reduced | 44,191 | 1,317 | 0.03% | 0.04% | 133 | -825 | -1.83% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 43,240 | 1,288 | 0.04% | 0.05% | 134 | -32,248 | -42.72% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 43,092 | 1,284 | 0.04% | 0.02% | 135 | +28,523 | 195.78% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 42,077 | 1,254 | 0.04% | 0.04% | 136 | +6,419 | 18.0% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 41,924 | 1,249 | 0.01% | 0.01% | 137 | -2,720 | -6.09% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,834 | 1,248 | 0.0% | — | 138 | +41,834 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 41,764 | 1,244 | 0.0% | 0.0% | 139 | +1,469 | 3.65% | Q4 2025 | Mar 09, 2026 |
| PDT Partners, LLC | History | Added to | 41,585 | 1,239 | 0.08% | 0.07% | 140 | +9,400 | 29.21% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 39,722 | 1,184 | 0.01% | 0.01% | 141 | +474 | 1.21% | Q4 2025 | Feb 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 39,632 | 1,181 | 0.01% | 0.01% | 142 | -555 | -1.38% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,971 | 1,174 | 0.01% | 0.02% | 143 | -5,383 | -12.42% | Q4 2025 | Jan 21, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 38,052 | 1,134 | 0.01% | 0.0% | 144 | +19,697 | 107.31% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 37,685 | 1,123 | 0.0% | 0.0% | 145 | -1,478 | -3.77% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,469 | 1,116 | 0.0% | 0.0% | 146 | +25,349 | 209.15% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 35,448 | 1,056 | 0.0% | — | 147 | +35,448 | New | Q4 2025 | Feb 17, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 33,477 | 1,014 | 0.46% | 0.35% | 148 | +19,436 | 138.42% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 33,786 | 1,008 | 0.01% | 0.01% | 149 | -4,537 | -11.84% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 33,660 | 1,003 | 0.01% | 0.01% | 150 | -895 | -2.59% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 33,393 | 995 | 0.0% | 0.0% | 151 | +1,987 | 6.33% | Q4 2025 | Jan 27, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 32,024 | 954 | 0.45% | — | 152 | +32,024 | New | Q4 2025 | Jan 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 32,000 | 953 | 0.0% | 0.0% | 153 | +1,200 | 3.9% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 31,100 | 927 | 0.0% | 0.01% | 154 | -9,772 | -23.91% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 31,062 | 925 | 0.01% | 0.01% | 155 | +500 | 1.64% | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 28,130 | 838 | 0.0% | 0.0% | 156 | +936 | 3.44% | Q4 2025 | Feb 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 27,159 | 809 | 0.29% | 0.37% | 157 | +110 | 0.41% | Q4 2025 | Jan 13, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 27,053 | 806 | 0.07% | 0.16% | 158 | -18,571 | -40.7% | Q4 2025 | Feb 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 26,761 | 797 | 0.01% | 0.03% | 159 | -34,751 | -56.49% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 26,493 | 789 | 0.01% | 0.02% | 160 | -4,230 | -13.77% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 25,469 | 759 | 0.0% | 0.0% | 161 | -23 | -0.09% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | Reduced | 25,242 | 752 | 0.03% | 0.17% | 162 | -99,758 | -79.81% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 24,725 | 737 | 0.15% | 0.18% | 163 | +3,543 | 16.73% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 24,349 | 725 | 0.01% | 0.01% | 164 | -714 | -2.85% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,282 | 694 | 0.0% | 0.0% | 165 | -4,511 | -16.23% | Q4 2025 | Feb 06, 2026 |
| Simplify Asset Management Inc. | History | Added to | 23,233 | 692 | 0.01% | 0.01% | 166 | +10,736 | 85.91% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 23,058 | 687 | 0.0% | 0.0% | 167 | +5,292 | 29.79% | Q4 2025 | Mar 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 22,364 | 666 | 0.0% | 0.01% | 168 | -14,676 | -39.62% | Q4 2025 | Jan 28, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 21,799 | 649 | 0.18% | 0.12% | 169 | +9,907 | 83.31% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 21,390 | 637 | 0.0% | 0.0% | 170 | +3,986 | 22.9% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 20,480 | 611 | 0.75% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 20,393 | 607 | 0.01% | 0.03% | 172 | -50,968 | -71.42% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 19,899 | 593 | 0.01% | 0.01% | 173 | +393 | 2.01% | Q4 2025 | Feb 17, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 19,520 | 583 | 0.31% | 0.38% | 174 | -480 | -2.4% | Q4 2025 | Jan 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,997 | 581 | 0.0% | 0.0% | 175 | +250 | 1.27% | Q4 2025 | Jan 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 17,070 | 580 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 17,984 | 536 | 0.0% | 0.0% | 177 | +4,083 | 29.37% | Q4 2025 | Feb 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 17,939 | 534 | 0.0% | 0.0% | 178 | +2,043 | 12.85% | Q4 2025 | Feb 12, 2026 |
| DnB Asset Management AS | History | Added to | 17,845 | 531 | 0.0% | 0.0% | 179 | +3,940 | 28.34% | Q4 2025 | Feb 05, 2026 |
| PSP Research LLC | History | New | 17,807 | 530 | 0.46% | — | 180 | +17,807 | New | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | No change | 17,521 | 522 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | Added to | 14,560 | 515 | 0.0% | 0.0% | 182 | +284 | 1.99% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 17,118 | 501 | 0.0% | 0.0% | 183 | -5,151 | -23.13% | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | New | 16,774 | 500 | 0.02% | — | 184 | +16,774 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 16,285 | 485 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 16,000 | 476 | 0.0% | — | 186 | +16,000 | New | Q4 2025 | Feb 09, 2026 |
| BURNEY CO/ | History | No change | 15,991 | 476 | 0.01% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Odyssean, LLC | History | New | 15,765 | 469 | 0.34% | — | 188 | +15,765 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 15,540 | 463 | 0.0% | 0.01% | 189 | +341 | 2.24% | Q4 2025 | Feb 10, 2026 |
| Gibbs Wealth Management | History | New | 15,986 | 455 | 0.11% | — | 190 | +15,986 | New | Q4 2025 | Jan 23, 2026 |
| Freestone Grove Partners LP | History | New | 14,746 | 439 | 0.0% | — | 191 | +14,746 | New | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 14,410 | 429 | 0.01% | 0.01% | 192 | -618 | -4.11% | Q4 2025 | Feb 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 13,991 | 418 | 0.01% | 0.01% | 193 | +74 | 0.53% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,898 | 414 | 0.01% | 0.01% | 194 | -2,295 | -14.17% | Q4 2025 | Feb 17, 2026 |
| CWC Advisors, LLC. | History | Reduced | 13,233 | 394 | 0.19% | 0.25% | 195 | -992 | -6.97% | Q4 2025 | Jan 26, 2026 |
| Cynosure Group, LLC | History | New | 13,205 | 393 | 0.04% | — | 196 | +13,205 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,120 | 391 | 0.0% | 0.0% | 197 | +3,987 | 43.65% | Q4 2025 | Feb 05, 2026 |
| Portside Wealth Group, LLC | History | New | 12,051 | 359 | 0.05% | — | 198 | +12,051 | New | Q4 2025 | Jan 21, 2026 |
| WEALTH EFFECTS LLC | History | No change | 12,000 | 357 | 0.11% | 0.14% | 199 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 11,790 | 351 | 0.01% | 0.01% | 200 | -344 | -2.84% | Q4 2025 | Feb 11, 2026 |
| Occidental Asset Management, LLC | History | Added to | 11,650 | 347 | 0.04% | 0.05% | 201 | +9 | 0.08% | Q4 2025 | Jan 08, 2026 |
| XPONANCE LLC | History | Added to | 11,518 | 343 | 0.0% | 0.0% | 202 | +99 | 0.87% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 11,146 | 332 | 0.0% | — | 203 | +11,146 | New | Q4 2025 | Feb 13, 2026 |
| Blueshift Asset Management, LLC | History | New | 10,778 | 321 | 0.09% | — | 205 | +10,778 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 10,773 | 321 | 0.0% | — | 204 | +10,773 | New | Q4 2025 | Feb 10, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 10,780 | 321 | 0.16% | 0.21% | 206 | -400 | -3.58% | Q4 2025 | Feb 02, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 10,650 | 317 | 0.25% | 0.31% | 207 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trust Co of the South | History | No change | 10,600 | 315 | 0.05% | 0.06% | 208 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| M&T BANK CORP | History | New | 10,005 | 298 | 0.0% | — | 209 | +10,005 | New | Q4 2025 | Jan 30, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 9,915 | 295 | 0.0% | 0.0% | 210 | -2,331 | -19.03% | Q4 2025 | Jan 16, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,692 | 288 | 0.0% | 0.0% | 211 | +2,450 | 33.83% | Q4 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 9,631 | 287 | 0.12% | — | 213 | +9,631 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,655 | 287 | 0.0% | 0.0% | 212 | -1,421 | -12.83% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 9,609 | 286 | 0.0% | — | 214 | +9,609 | New | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,596 | 286 | 0.0% | 0.0% | 215 | -210 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 9,517 | 283 | 0.0% | 0.0% | 216 | -2,086 | -17.98% | Q4 2025 | Feb 18, 2026 |
| Venturi Wealth Management, LLC | History | No change | 9,196 | 274 | 0.01% | 0.02% | 217 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 9,101 | 270 | 0.0% | 0.0% | 218 | -441 | -4.62% | Q4 2025 | Feb 18, 2026 |
| Quantbot Technologies LP | History | New | 8,777 | 261 | 0.01% | — | 219 | +8,777 | New | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | Reduced | 8,700 | 259 | 0.0% | 0.0% | 220 | -6,800 | -43.87% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,707 | 259 | 0.0% | 0.0% | 221 | +20 | 0.23% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 8,600 | 256 | 0.0% | — | 222 | +8,600 | New | Q4 2025 | Feb 18, 2026 |
| PFG Investments, LLC | History | New | 8,519 | 253 | 0.01% | — | 223 | +8,519 | New | Q4 2025 | Jan 26, 2026 |
| SYON CAPITAL LLC | History | Reduced | 8,501 | 253 | 0.01% | 0.02% | 224 | -41 | -0.48% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,468 | 252 | 0.0% | 0.0% | 226 | -1,453 | -14.65% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 8,484 | 252 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| nVerses Capital, LLC | History | New | 8,392 | 250 | 0.56% | — | 227 | +8,392 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 8,332 | 248 | 0.0% | 0.0% | 228 | +662 | 8.63% | Q4 2025 | Feb 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 8,212 | 244 | 0.0% | — | 229 | +8,212 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8,052 | 240 | 0.0% | 0.0% | 230 | -1,879 | -18.92% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 8,022 | 239 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 8,017 | 238 | 0.0% | 0.0% | 232 | -39,490 | -83.12% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Reduced | 7,933 | 236 | 0.0% | 0.0% | 233 | -519 | -6.14% | Q4 2025 | Jan 23, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 7,782 | 231 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | New | 7,725 | 230 | 0.0% | — | 235 | +7,725 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 7,417 | 221 | 0.02% | 0.03% | 236 | -3,478 | -31.92% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,315 | 218 | 0.0% | 0.0% | 237 | -140 | -1.88% | Q4 2025 | Jan 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 7,315 | 218 | 0.05% | 0.06% | 238 | -55 | -0.75% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | New | 7,297 | 217 | 0.0% | — | 239 | +7,297 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 7,464 | 213 | 0.01% | 0.01% | 240 | +122 | 1.66% | Q4 2025 | Feb 06, 2026 |
| Adams Wealth Management | History | No change | 7,107 | 213 | 0.05% | 0.06% | 241 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | No change | 7,107 | 213 | 0.04% | 0.05% | 242 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,217 | 212 | 0.0% | — | 243 | +7,217 | New | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,132 | 212 | 0.0% | 0.0% | 244 | -2,104 | -22.78% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,039 | 209 | 0.0% | 0.0% | 245 | +1,060 | 17.73% | Q4 2025 | Jan 28, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 7,008 | 208 | 0.06% | 0.09% | 246 | +7 | 0.1% | Q4 2025 | Jan 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 6,941 | 206 | 0.0% | — | 247 | +6,941 | New | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,775 | 201 | 0.0% | — | 248 | +6,775 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,605 | 196 | 0.0% | 0.01% | 249 | +1,408 | 27.09% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 6,354 | 189 | 0.01% | 0.01% | 251 | -667 | -9.5% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,369 | 189 | 0.0% | 0.0% | 250 | -430 | -6.32% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 6,171 | 180 | 0.0% | 0.0% | 252 | +741 | 13.65% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 5,339 | 159 | 0.0% | 0.0% | 253 | -77 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,700 | 140 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| KBC Group NV | History | No change | 4,140 | 123 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Leonteq Securities AG | History | Added to | 3,993 | 119 | 0.0% | 0.0% | 256 | +1,109 | 38.45% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 3,969 | 118 | 0.08% | 0.1% | 257 | +40 | 1.02% | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | No change | 3,900 | 116 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,498 | 104 | 0.01% | 0.01% | 260 | -131 | -3.61% | Q4 2025 | Jan 05, 2026 |
| Abound Wealth Management | History | No change | 3,506 | 104 | 0.02% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AlphaQuest LLC | History | Reduced | 3,221 | 96 | 0.01% | 0.01% | 261 | -1,052 | -24.62% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,147 | 93 | 0.0% | 0.01% | 262 | +454 | 16.86% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,593 | 77 | 0.0% | 0.0% | 263 | -37 | -1.41% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,169 | 64 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pingora Partners LLC | History | Added to | 2,100 | 62 | 0.04% | 0.04% | 265 | +500 | 31.25% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | No change | 2,019 | 60 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,989 | 59 | 0.01% | — | 267 | +1,989 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 2,000 | 59 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 1,940 | 58 | 0.0% | 0.0% | 269 | +248 | 14.66% | Q4 2025 | Jan 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,901 | 57 | 0.0% | 0.0% | 270 | +567 | 42.5% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 3,724 | 55 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Covestor Ltd | History | Added to | 1,810 | 54 | 0.03% | 0.01% | 272 | +1,537 | 563.0% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,735 | 51 | 0.01% | — | 273 | +1,735 | New | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 1,621 | 48 | 0.01% | 0.0% | 275 | +1,026 | 172.44% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,620 | 48 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,477 | 44 | 0.0% | 0.0% | 276 | -114 | -7.17% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | No change | 1,303 | 38 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,237 | 37 | 0.0% | 0.0% | 278 | +560 | 82.72% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Added to | 1,083 | 32 | 0.0% | 0.0% | 279 | +173 | 19.01% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 988 | 29 | 0.0% | 0.0% | 282 | +65 | 7.04% | Q4 2025 | Jan 28, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,003 | 29 | 0.0% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,000 | 29 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 942 | 28 | 0.0% | 0.0% | 283 | +590 | 167.61% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 825 | 24 | 0.01% | 0.02% | 284 | -75 | -8.33% | Q4 2025 | Jan 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 763 | 22 | 0.0% | 0.0% | 286 | -1,022 | -57.25% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 741 | 22 | 0.0% | 0.0% | 285 | +60 | 8.81% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 733 | 21 | 0.0% | — | 287 | +715 | 3972.22% | Q4 2025 | Jan 08, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 687 | 20 | 0.0% | 0.0% | 289 | -1,368 | -66.57% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 703 | 20 | 0.0% | 0.0% | 290 | -306 | -30.33% | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | No change | 700 | 20 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 639 | 19 | 0.0% | — | 291 | +639 | New | Q4 2025 | Jan 21, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 612 | 18 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 598 | 17 | 0.0% | — | 293 | +598 | New | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 541 | 16 | 0.0% | 0.0% | 294 | +341 | 170.5% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | No change | 521 | 15 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JNBA Financial Advisors | History | No change | 500 | 14 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Oakworth Capital, Inc. | History | No change | 500 | 14 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 454 | 13 | 0.0% | — | 298 | +454 | New | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 433 | 12 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 382 | 11 | 0.0% | 0.0% | 301 | +122 | 46.92% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | No change | 400 | 11 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 353 | 10 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 310 | 9 | 0.0% | 0.0% | 303 | -1,197 | -79.43% | Q4 2025 | Jan 16, 2026 |
| Havemeyer Place LP | History | New | 299 | 8 | 0.0% | — | 307 | +299 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 277 | 8 | 0.0% | 0.0% | 304 | +26 | 10.36% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 289 | 8 | 0.0% | 0.0% | 305 | +24 | 9.06% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | No change | 301 | 8 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 259 | 7 | 0.0% | — | 308 | +259 | New | Q4 2025 | Feb 19, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 200 | 6 | 0.0% | 0.0% | 310 | +124 | 163.16% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 221 | 6 | 0.0% | 0.0% | 309 | +24 | 12.18% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Reduced | 176 | 5 | 0.0% | 0.0% | 312 | -27 | -13.3% | Q4 2025 | Feb 06, 2026 |
| Core Alternative Capital | History | No change | 180 | 5 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Torren Management, LLC | History | New | 147 | 4 | 0.0% | — | 317 | +147 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 135 | 4 | 0.0% | — | 314 | +135 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 137 | 4 | 0.0% | 0.0% | 313 | +1 | 0.74% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 165 | 4 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Accent Capital Management, LLC | History | No change | 164 | 4 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 107 | 3 | 0.0% | 0.0% | 322 | -265 | -71.24% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 118 | 3 | 0.0% | 0.0% | 321 | +15 | 14.56% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 113 | 3 | 0.0% | 0.0% | 320 | +11 | 10.78% | Q4 2025 | Jan 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 109 | 3 | 0.0% | 0.0% | 319 | -1 | -0.91% | Q4 2025 | Jan 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 132 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 88 | 2 | 0.0% | 0.0% | 325 | -665 | -88.31% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 100 | 2 | 0.0% | 0.0% | 327 | -100 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Wealth Watch Advisors, INC | History | New | 72 | 2 | 0.0% | — | 326 | +72 | New | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 80 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 65 | 1 | 0.0% | — | 331 | +65 | New | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 62 | 1 | 0.0% | — | 334 | +62 | New | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 58 | 1 | 0.0% | — | 333 | +58 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 45 | 1 | 0.0% | — | 335 | +45 | New | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 49 | 1 | 0.0% | — | 332 | +43 | 716.67% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | New | 41 | 1 | 0.0% | — | 329 | +41 | New | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | Added to | 35 | 1 | 0.0% | 0.0% | 328 | +1 | 2.94% | Q4 2025 | Jan 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -595,356 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -140,316 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.99% | — | -126,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ORBIMED ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TANG CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -79,032 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Artia Global Partners LP | History | Closed out | 0 | 0 | — | 0.31% | — | -54,515 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -47,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -46,896 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.01% | — | -32,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -30,210 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edge Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -20,000 | -100.0% | Q3 2025 | Oct 14, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,377 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -14,488 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,003 | -100.0% | Q3 2025 | Oct 31, 2025 |
| REDW Wealth LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,210 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,964 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -6,804 | -100.0% | Q3 2025 | Nov 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,582 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,384 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,212 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tradition Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,066 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,050 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CIM INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,915 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,910 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,900 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,850 | -100.0% | Q3 2025 | Oct 01, 2025 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -2,880 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -456 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -409 | -100.0% | Q3 2025 | Dec 15, 2025 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NATIXIS | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 23, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 30, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| TD Capital Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 25 | 0 | — | 0.0% | — | -8 | -24.24% | Q4 2025 | Feb 24, 2026 |
| Fortitude Family Office, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 12 | 0 | — | — | — | +6 | 100.0% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 22 | 0 | — | — | — | +5 | 29.41% | Q4 2025 | Jan 14, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 20, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |