HANOVER INSURANCE GROUP, INC. - THG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 3,660,213 | 668,977 | 0.01% | 0.01% | 1 | -42,269 | -1.14% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,579,509 | 654,226 | 0.01% | 0.01% | 2 | +46,792 | 1.32% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,456,954 | 266,288 | 0.03% | 0.03% | 3 | -172,191 | -10.57% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,216,240 | 222,292 | 0.07% | 0.07% | 4 | -49,334 | -3.9% | Q4 2025 | Jan 22, 2026 |
| STATE STREET CORP | History | Reduced | 1,199,391 | 219,212 | 0.01% | 0.01% | 5 | -39,560 | -3.19% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,077,036 | 196,849 | 0.06% | 0.07% | 6 | -185,683 | -14.71% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 954,272 | 174,412 | 0.59% | 0.59% | 7 | -2,183 | -0.23% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 953,781 | 174,322 | 0.09% | 0.09% | 8 | +190,350 | 24.93% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 833,179 | 152,284 | 0.03% | 0.03% | 9 | +42,412 | 5.36% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 801,375 | 146,467 | 0.11% | 0.09% | 10 | +162,111 | 25.36% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 727,958 | 133,073 | 0.01% | 0.01% | 11 | +29,870 | 4.28% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 709,698 | 129,711 | 0.07% | 0.05% | 12 | +145,246 | 25.73% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 646,910 | 118,235 | 0.02% | 0.01% | 13 | +197,930 | 44.08% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 636,159 | 116,270 | 0.03% | 0.03% | 14 | -3,731 | -0.58% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 458,591 | 83,816 | 0.01% | — | 15 | +458,591 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 458,367 | 83,775 | 0.01% | 0.01% | 16 | +19,637 | 4.48% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 437,430 | 79,949 | 0.78% | 0.76% | 17 | -22,110 | -4.81% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 424,363 | 77,560 | 0.08% | 0.05% | 18 | +170,969 | 67.47% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 431,557 | 77,274 | 0.13% | 0.16% | 19 | -130,638 | -23.24% | Q4 2025 | Jan 15, 2026 |
| MORGAN STANLEY | History | Added to | 402,613 | 73,585 | 0.0% | 0.0% | 20 | +37,970 | 10.41% | Q4 2025 | Feb 13, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 391,468 | 71,550 | 0.41% | 0.46% | 21 | -62,474 | -13.76% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 389,454 | 71,180 | 0.04% | 0.05% | 22 | -79,224 | -16.9% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 361,133 | 66,004 | 0.1% | — | 23 | +361,133 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 334,888 | 61,207 | 0.01% | 0.01% | 24 | -20,567 | -5.79% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 333,651 | 60,981 | 0.01% | 0.01% | 25 | -10,182 | -2.96% | Q4 2025 | Feb 10, 2026 |
| MARKEL GROUP INC. | History | No change | 281,000 | 51,358 | 0.41% | 0.41% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 251,672 | 45,998 | 0.01% | 0.02% | 27 | -137,852 | -35.39% | Q4 2025 | Feb 11, 2026 |
| Woodline Partners LP | History | Reduced | 245,541 | 44,877 | 0.17% | 0.33% | 28 | -145,010 | -37.13% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 233,091 | 42,602 | 0.05% | 0.07% | 29 | -59,030 | -20.21% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 228,152 | 41,699 | 0.0% | 0.0% | 30 | -31,768 | -12.22% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 225,126 | 41,146 | 0.16% | — | 31 | +225,126 | New | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 187,984 | 34,357 | 0.06% | 0.08% | 32 | -25,692 | -12.02% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 183,815 | 33,595 | 0.05% | 0.06% | 33 | -67,021 | -26.72% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 181,838 | 33,234 | 0.0% | 0.0% | 34 | +13,133 | 7.78% | Q4 2025 | Mar 25, 2026 |
| Boston Trust Walden Corp | History | Reduced | 170,347 | 31,134 | 0.23% | 0.23% | 35 | -1,596 | -0.93% | Q4 2025 | Jan 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 168,994 | 30,887 | 0.01% | 0.01% | 36 | +40,976 | 32.01% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 149,300 | 27,287 | 0.0% | 0.0% | 37 | +55,220 | 58.69% | Q4 2025 | Jan 29, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 149,219 | 27,272 | 0.08% | 0.07% | 38 | +9,327 | 6.67% | Q4 2025 | Feb 09, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 140,630 | 25,702 | 0.77% | 0.6% | 39 | +31,437 | 28.79% | Q4 2025 | Feb 17, 2026 |
| Interval Partners, LP | History | Added to | 138,385 | 25,292 | 0.45% | 0.4% | 40 | +4,787 | 3.58% | Q4 2025 | Feb 17, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Reduced | 137,168 | 25,070 | 0.9% | 0.94% | 41 | -2,530 | -1.81% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 133,428 | 24,386 | 0.09% | 0.1% | 42 | +1,668 | 1.27% | Q4 2025 | Feb 17, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 129,967 | 23,754 | 0.61% | — | 43 | +129,967 | New | Q4 2025 | Feb 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 128,613 | 23,507 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 116,871 | 21,361 | 0.01% | 0.02% | 45 | -93,052 | -44.33% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 109,028 | 19,926 | 0.01% | 0.01% | 46 | -6,672 | -5.77% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 105,987 | 19,371 | 0.01% | 0.01% | 47 | -19,978 | -15.86% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 104,929 | 19,177 | 0.0% | 0.0% | 48 | -11,783 | -10.1% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 104,317 | 19,065 | 0.02% | 0.02% | 49 | -4,182 | -3.85% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 102,567 | 18,746 | 0.04% | 0.04% | 50 | +31,534 | 44.39% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 98,498 | 18,002 | 0.0% | 0.0% | 51 | -110,634 | -52.9% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 95,312 | 17,420 | 0.02% | 0.02% | 52 | -8,013 | -7.76% | Q4 2025 | Feb 17, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 94,651 | 17,299 | 0.88% | 0.88% | 53 | -455 | -0.48% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 92,612 | 16,926 | 0.02% | 0.03% | 54 | -4,452 | -4.59% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 89,804 | 16,413 | 0.12% | 0.12% | 55 | +462 | 0.52% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 83,987 | 15,350 | 0.0% | 0.0% | 56 | +24,897 | 42.13% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 79,106 | 14,458 | 0.1% | 0.1% | 57 | -1,231 | -1.53% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 78,747 | 14,392 | 0.37% | 0.36% | 58 | +942 | 1.21% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 76,554 | 13,991 | 0.01% | 0.01% | 59 | -2,904 | -3.65% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 75,927 | 13,877 | 0.0% | 0.0% | 60 | -4,271 | -5.33% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 72,803 | 13,306 | 0.01% | 0.01% | 61 | +9,831 | 15.61% | Q4 2025 | Feb 13, 2026 |
| Gillson Capital LP | History | Added to | 70,889 | 12,956 | 0.85% | 0.73% | 62 | +24,880 | 54.08% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 70,600 | 12,903 | 0.01% | 0.01% | 63 | +1,000 | 1.44% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 68,000 | 12,428 | 0.02% | 0.06% | 64 | -130,000 | -65.66% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 63,796 | 11,659 | 0.01% | 0.01% | 65 | +847 | 1.35% | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 62,936 | 11,499 | 0.02% | 0.02% | 66 | +1,933 | 3.17% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 58,667 | 10,723 | 0.01% | 0.01% | 67 | -19,175 | -24.63% | Q4 2025 | Feb 19, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 58,598 | 10,709 | 0.19% | 0.18% | 68 | +3,540 | 6.43% | Q4 2025 | Feb 17, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 58,567 | 10,704 | 0.18% | 0.18% | 69 | -1,319 | -2.2% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 58,275 | 10,650 | 0.05% | 0.04% | 70 | +22,748 | 64.03% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 57,422 | 10,548 | 0.01% | 0.01% | 71 | -7,147 | -11.07% | Q4 2025 | Jan 08, 2026 |
| Legal & General Group Plc | History | Reduced | 56,223 | 10,275 | 0.0% | 0.0% | 72 | -14,928 | -20.98% | Q4 2025 | Feb 09, 2026 |
| Channing Capital Management, LLC | History | Reduced | 56,086 | 10,250 | 0.26% | 0.33% | 73 | -12,555 | -18.29% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 55,265 | 10,100 | 0.03% | 0.03% | 74 | -280 | -0.5% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 53,614 | 9,799 | 0.03% | 0.02% | 75 | +11,036 | 25.92% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 52,471 | 9,590 | 0.0% | 0.0% | 76 | -8,079 | -13.34% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 52,312 | 9,561 | 0.02% | 0.02% | 77 | -551 | -1.04% | Q4 2025 | Jan 30, 2026 |
| Trexquant Investment LP | History | Added to | 51,790 | 9,465 | 0.08% | 0.09% | 78 | +2,474 | 5.02% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 50,502 | 9,230 | 0.0% | 0.0% | 79 | +1,252 | 2.54% | Q4 2025 | Feb 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 48,982 | 8,952 | 0.03% | 0.04% | 80 | +922 | 1.92% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 48,220 | 8,813 | 0.0% | 0.0% | 81 | +41,348 | 601.69% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 44,900 | 8,206 | 0.29% | 0.3% | 82 | -3,000 | -6.26% | Q4 2025 | Jan 27, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 43,008 | 7,860 | 0.68% | 0.71% | 83 | -2,856 | -6.23% | Q4 2025 | Feb 11, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 42,869 | 7,835 | 0.42% | 0.41% | 84 | -7 | -0.02% | Q4 2025 | Feb 11, 2026 |
| Retirement Systems of Alabama | History | Reduced | 42,707 | 7,805 | 0.03% | 0.03% | 85 | -543 | -1.26% | Q4 2025 | Jan 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 42,635 | 7,792 | 0.05% | 0.05% | 86 | -1,097 | -2.51% | Q4 2025 | Jan 09, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 42,352 | 7,740 | 0.17% | 0.19% | 87 | -1,670 | -3.79% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,902 | 7,292 | 0.0% | 0.0% | 88 | +2,680 | 7.2% | Q4 2025 | Feb 18, 2026 |
| Amundi | History | Added to | 38,776 | 7,087 | 0.0% | 0.0% | 89 | +5,766 | 17.47% | Q4 2025 | Feb 17, 2026 |
| FJ Capital Management LLC | History | Reduced | 37,427 | 6,840 | 0.76% | 1.28% | 90 | -28,390 | -43.13% | Q4 2025 | Feb 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | New | 36,900 | 6,744 | 0.01% | — | 91 | +36,900 | New | Q4 2025 | Feb 11, 2026 |
| Vest Financial, LLC | History | Added to | 33,567 | 6,135 | 0.08% | 0.05% | 92 | +10,897 | 48.07% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 33,211 | 6,069 | 0.01% | 0.01% | 93 | -56 | -0.17% | Q4 2025 | Feb 17, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 31,525 | 5,984 | 0.18% | 0.18% | 94 | -6,224 | -16.49% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 30,940 | 5,654 | 0.01% | 0.01% | 95 | +9,638 | 45.24% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 30,934 | 5,653 | 0.0% | 0.0% | 96 | +6,648 | 27.37% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 29,787 | 5,469 | 0.0% | 0.0% | 97 | +14,633 | 96.56% | Q4 2025 | Mar 20, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 29,000 | 5,300 | 0.01% | — | 98 | +29,000 | New | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 27,499 | 5,025 | 0.15% | 0.16% | 99 | -1,365 | -4.73% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 26,950 | 4,925 | 0.04% | — | 100 | +26,950 | New | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 26,876 | 4,912 | 0.08% | 0.08% | 101 | -4,598 | -14.61% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 26,461 | 4,836 | 0.02% | — | 102 | +26,461 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 26,037 | 4,758 | 0.17% | 0.15% | 103 | +3,256 | 14.29% | Q4 2025 | Jan 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 26,030 | 4,757 | 0.02% | 0.03% | 104 | -20,465 | -44.02% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 25,825 | 4,720 | 0.0% | — | 105 | +25,825 | New | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 25,300 | 4,624 | 0.01% | 0.0% | 106 | +23,800 | 1586.67% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 24,901 | 4,551 | 0.01% | 0.01% | 107 | +136 | 0.55% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,783 | 4,346 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 23,366 | 4,270 | 0.2% | 0.23% | 109 | -328 | -1.38% | Q4 2025 | Jan 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 22,744 | 4,156 | 0.01% | 0.0% | 110 | +19,696 | 646.19% | Q4 2025 | Jan 28, 2026 |
| Horizon Investments, LLC | History | Added to | 22,112 | 4,041 | 0.05% | 0.04% | 111 | +3,652 | 19.78% | Q4 2025 | Feb 02, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 21,958 | 4,013 | 0.07% | 0.07% | 112 | -391 | -1.75% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,936 | 4,009 | 0.01% | 0.01% | 113 | +590 | 2.76% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 21,654 | 3,957 | 0.0% | 0.01% | 114 | -2,626 | -10.82% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 21,590 | 3,946 | 0.01% | 0.01% | 115 | +1,885 | 9.57% | Q4 2025 | Jan 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 22,891 | 3,897 | 0.01% | 0.01% | 116 | -45 | -0.2% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 20,947 | 3,830 | 0.01% | 0.01% | 117 | -1,054 | -4.79% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 20,910 | 3,822 | 0.06% | 0.05% | 118 | +4,610 | 28.28% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 20,376 | 3,724 | 0.0% | 0.0% | 119 | +3,748 | 22.54% | Q4 2025 | Feb 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 19,933 | 3,643 | 0.11% | 0.1% | 120 | -1,345 | -6.32% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,285 | 3,524 | 0.0% | 0.0% | 121 | +92 | 0.48% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 18,993 | 3,471 | 0.0% | 0.0% | 122 | +4,937 | 35.12% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 18,879 | 3,450 | 0.01% | 0.01% | 123 | -1,322 | -6.54% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 18,639 | 3,406 | 0.0% | 0.0% | 124 | +180 | 0.98% | Q4 2025 | Feb 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 18,300 | 3,344 | 0.09% | 0.1% | 125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 18,257 | 3,336 | 0.07% | — | 126 | +18,257 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 18,227 | 3,331 | 0.0% | 0.0% | 127 | +3,549 | 24.18% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 18,208 | 3,327 | 0.14% | 0.24% | 128 | -12,996 | -41.65% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 18,040 | 3,297 | 0.0% | 0.0% | 129 | -3,386 | -15.8% | Q4 2025 | Feb 13, 2026 |
| Madison Asset Management, LLC | History | Added to | 17,915 | 3,274 | 0.04% | 0.04% | 130 | +115 | 0.65% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 17,834 | 3,260 | 0.01% | 0.0% | 131 | +17,301 | 3245.97% | Q4 2025 | Feb 05, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 17,384 | 3,177 | 0.02% | 0.02% | 132 | -1,003 | -5.45% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,696 | 3,051 | 0.04% | 0.04% | 133 | -42 | -0.25% | Q4 2025 | Feb 02, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 16,497 | 3,015 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Added to | 16,323 | 2,983 | 0.17% | 0.16% | 135 | +3,027 | 22.77% | Q4 2025 | Feb 09, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 16,150 | 2,951 | 0.01% | 0.01% | 136 | -2,468 | -13.26% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 16,128 | 2,947 | 0.0% | 0.0% | 137 | +9,114 | 129.94% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 16,008 | 2,925 | 0.03% | 0.0% | 138 | +14,598 | 1035.32% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 15,841 | 2,895 | 0.04% | 0.04% | 139 | -2,387 | -13.1% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,720 | 2,873 | 0.02% | 0.02% | 140 | -722 | -4.39% | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 15,495 | 2,832 | 0.0% | 0.0% | 141 | -122 | -0.78% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 14,949 | 2,732 | 0.0% | 0.01% | 142 | -16,066 | -51.8% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 14,932 | 2,729 | 0.03% | 0.03% | 143 | -370 | -2.42% | Q4 2025 | Jan 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,845 | 2,713 | 0.02% | 0.02% | 144 | -1,218 | -7.58% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 14,820 | 2,711 | 0.0% | 0.0% | 145 | +5,415 | 57.58% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 14,819 | 2,708 | 0.01% | 0.01% | 146 | -1,281 | -7.96% | Q4 2025 | Feb 13, 2026 |
| Mubadala Investment Co PJSC | History | New | 14,812 | 2,707 | 0.02% | — | 147 | +14,812 | New | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,810 | 2,706 | 0.03% | 0.03% | 148 | -1,711 | -10.36% | Q4 2025 | Feb 10, 2026 |
| Man Group plc | History | Added to | 14,709 | 2,688 | 0.0% | 0.0% | 149 | +6,639 | 82.27% | Q4 2025 | Feb 17, 2026 |
| Pullen Investment Management, LLC | History | Added to | 14,429 | 2,637 | 1.39% | 1.42% | 150 | +36 | 0.25% | Q4 2025 | Jan 20, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 14,193 | 2,594 | 0.28% | 0.28% | 151 | -36 | -0.25% | Q4 2025 | Feb 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 13,859 | 2,533 | 0.12% | 0.13% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 13,828 | 2,527 | 0.0% | 0.0% | 153 | +388 | 2.89% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 13,699 | 2,504 | 0.0% | 0.0% | 154 | +12,396 | 951.34% | Q4 2025 | Jan 09, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 13,564 | 2,479 | 0.25% | 0.24% | 155 | +271 | 2.04% | Q4 2025 | Jan 16, 2026 |
| Capula Management Ltd | History | Added to | 13,434 | 2,455 | 0.01% | 0.01% | 156 | +3,100 | 30.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13,418 | 2,452 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Boston Partners | History | Reduced | 13,322 | 2,434 | 0.0% | 0.0% | 158 | -13,078 | -49.54% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 13,808 | 2,404 | 0.01% | 0.01% | 159 | -591 | -4.1% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 12,812 | 2,341 | 0.08% | 0.02% | 160 | +9,733 | 316.11% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,796 | 2,338 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,931 | 2,286 | 0.0% | 0.0% | 162 | +2,807 | 27.73% | Q4 2025 | Jan 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 11,908 | 2,176 | 0.01% | 0.01% | 163 | -309 | -2.53% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,880 | 2,171 | 0.0% | 0.0% | 164 | +1,566 | 15.18% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,731 | 2,144 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 11,474 | 2,097 | 0.01% | 0.01% | 166 | -546 | -4.54% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,250 | 2,056 | 0.0% | 0.0% | 167 | +341 | 3.13% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | Added to | 11,106 | 2,029 | 0.05% | 0.05% | 168 | +274 | 2.53% | Q4 2025 | Jan 30, 2026 |
| SummitTX Capital, L.P. | History | Added to | 11,054 | 2,020 | 0.06% | 0.05% | 169 | +4,420 | 66.63% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,804 | 1,975 | 0.0% | — | 170 | +10,804 | New | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,369 | 1,942 | 0.02% | 0.02% | 171 | -335 | -2.86% | Q4 2025 | Jan 21, 2026 |
| Handelsbanken Fonder AB | History | Added to | 10,437 | 1,908 | 0.01% | 0.0% | 172 | +1,800 | 20.84% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,300 | 1,882 | 0.01% | 0.01% | 173 | +300 | 3.0% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,231 | 1,869 | 0.0% | 0.0% | 174 | +2,348 | 29.79% | Q4 2025 | Feb 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 10,103 | 1,846 | 0.02% | 0.03% | 175 | -1,865 | -15.58% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,055 | 1,837 | 0.0% | 0.0% | 176 | -16 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 9,984 | 1,824 | 0.01% | 0.01% | 177 | -645 | -6.07% | Q4 2025 | Jan 28, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 9,811 | 1,793 | 0.81% | 0.83% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,800 | 1,791 | 0.03% | 0.03% | 179 | -200 | -2.0% | Q4 2025 | Jan 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,733 | 1,779 | 0.0% | 0.0% | 180 | -205 | -2.06% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 9,708 | 1,774 | 0.01% | 0.01% | 181 | -718 | -6.89% | Q4 2025 | Feb 17, 2026 |
| Expect Equity LLC | History | Reduced | 9,704 | 1,773 | 1.71% | 1.98% | 182 | -1,444 | -12.95% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,404 | 1,718 | 0.0% | 0.0% | 183 | -51 | -0.54% | Q4 2025 | Feb 12, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 9,315 | 1,702 | 0.72% | 0.74% | 184 | -16 | -0.17% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,038 | 1,651 | 0.0% | 0.0% | 185 | +564 | 6.66% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,905 | 1,627 | 0.01% | 0.01% | 186 | -276 | -3.01% | Q4 2025 | Feb 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 8,652 | 1,581 | 0.01% | 0.01% | 187 | +3,867 | 80.82% | Q4 2025 | Feb 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 8,600 | 1,572 | 1.93% | 0.04% | 188 | -3,300 | -27.73% | Q4 2025 | Feb 25, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 8,432 | 1,541 | 0.01% | 0.01% | 189 | -100 | -1.17% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,381 | 1,531 | 0.01% | 0.01% | 190 | +3,389 | 67.89% | Q4 2025 | Feb 11, 2026 |
| Oak Thistle LLC | History | Added to | 8,078 | 1,476 | 0.21% | 0.21% | 191 | +365 | 4.73% | Q4 2025 | Jan 21, 2026 |
| Tidal Investments LLC | History | Added to | 7,979 | 1,458 | 0.0% | 0.0% | 192 | +2,015 | 33.79% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 7,961 | 1,455 | 0.02% | 0.02% | 193 | -12 | -0.15% | Q4 2025 | Feb 05, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 7,920 | 1,448 | 0.33% | 0.35% | 194 | -655 | -7.64% | Q4 2025 | Jan 14, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Added to | 7,799 | 1,425 | 1.39% | 1.3% | 195 | +98 | 1.27% | Q4 2025 | Jan 21, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 7,702 | 1,407 | 0.0% | 0.0% | 196 | +5,370 | 230.27% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 7,620 | 1,392 | 0.0% | 0.0% | 197 | -4,187 | -35.46% | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | Reduced | 7,530 | 1,376 | 0.04% | 0.07% | 199 | -6,253 | -45.37% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 7,530 | 1,376 | 0.0% | 0.01% | 198 | -5,299 | -41.3% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,420 | 1,356 | 0.0% | 0.0% | 200 | +4 | 0.05% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 7,272 | 1,337 | 0.0% | 0.0% | 201 | +498 | 7.35% | Q4 2025 | Feb 18, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 7,300 | 1,334 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,249 | 1,324 | 0.0% | 0.0% | 203 | -1,189 | -14.09% | Q4 2025 | Feb 17, 2026 |
| QSV Equity Investors LLC | History | Reduced | 7,209 | 1,317 | 1.95% | 2.0% | 204 | -3,553 | -33.01% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,088 | 1,295 | 0.02% | 0.02% | 205 | -140 | -1.94% | Q4 2025 | Feb 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,886 | 1,259 | 0.01% | 0.01% | 206 | +569 | 9.01% | Q4 2025 | Jan 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,840 | 1,250 | 0.01% | 0.01% | 207 | +162 | 2.43% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | New | 6,774 | 1,238 | 0.11% | — | 208 | +6,774 | New | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 6,767 | 1,236 | 0.0% | 0.0% | 209 | +412 | 6.48% | Q4 2025 | Feb 17, 2026 |
| Dockside LLC | History | New | 6,704 | 1,225 | 0.31% | — | 210 | +6,704 | New | Q4 2025 | Feb 13, 2026 |
| CROBAN | History | Added to | 6,699 | 1,224 | 0.59% | 0.79% | 211 | +159 | 2.43% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,588 | 1,204 | 0.04% | 0.04% | 212 | +55 | 0.84% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,543 | 1,195 | 0.0% | 0.0% | 213 | +53 | 0.82% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 6,521 | 1,191 | 0.04% | 0.04% | 214 | -184 | -2.74% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,386 | 1,167 | 0.0% | 0.0% | 215 | +891 | 16.21% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 6,256 | 1,143 | 0.06% | 0.07% | 216 | -658 | -9.52% | Q4 2025 | Jan 23, 2026 |
| Integrated Quantitative Investments LLC | History | New | 6,170 | 1,127 | 0.24% | — | 217 | +6,170 | New | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,613 | 1,059 | 0.0% | 0.0% | 218 | +4,254 | 126.64% | Q4 2025 | Mar 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,779 | 1,056 | 0.03% | 0.01% | 219 | +4,712 | 441.61% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,741 | 1,049 | 0.0% | 0.0% | 220 | -116 | -1.98% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 5,590 | 1,022 | 0.02% | 0.02% | 221 | -2,559 | -31.4% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,551 | 1,014 | 0.01% | 0.01% | 222 | +1,007 | 22.16% | Q4 2025 | Jan 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 5,474 | 1,000 | 0.02% | 0.01% | 223 | +1,327 | 32.0% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,433 | 992 | 0.0% | 0.0% | 226 | +277 | 5.37% | Q4 2025 | Jan 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,433 | 992 | 0.02% | 0.02% | 224 | -7 | -0.13% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,432 | 992 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,383 | 983 | 0.01% | 0.0% | 227 | +1,832 | 51.59% | Q4 2025 | Feb 03, 2026 |
| Versor Investments LP | History | Added to | 5,306 | 969 | 0.15% | 0.17% | 228 | +93 | 1.78% | Q4 2025 | Feb 04, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 5,125 | 936 | 0.23% | 0.24% | 229 | -95 | -1.82% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,081 | 928 | 0.02% | 0.01% | 230 | +2,137 | 72.59% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,036 | 920 | 0.0% | 0.0% | 231 | -60 | -1.18% | Q4 2025 | Feb 06, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 4,949 | 904 | 0.08% | 0.08% | 232 | +638 | 14.8% | Q4 2025 | Jan 07, 2026 |
| INTRUST BANK NA | History | Reduced | 4,860 | 888 | 0.07% | 0.07% | 233 | -96 | -1.94% | Q4 2025 | Feb 06, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 4,855 | 887 | 0.06% | 0.01% | 234 | +2,929 | 152.08% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 4,800 | 877 | 0.0% | 0.0% | 235 | +900 | 23.08% | Q4 2025 | Feb 10, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,764 | 870 | 0.12% | 0.13% | 236 | -32 | -0.67% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 4,386 | 801 | 0.01% | 0.01% | 237 | +477 | 12.2% | Q4 2025 | Feb 03, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 4,262 | 778 | 0.0% | 0.0% | 238 | -2,520 | -37.16% | Q4 2025 | Feb 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,092 | 747 | 0.01% | 0.0% | 239 | +2,694 | 192.7% | Q4 2025 | Jan 23, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 4,006 | 732 | 0.02% | 0.02% | 240 | -190 | -4.53% | Q4 2025 | Feb 05, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 3,987 | 728 | 0.35% | 0.33% | 241 | +270 | 7.26% | Q4 2025 | Jan 28, 2026 |
| Farringdon Capital, Ltd. | History | New | 3,816 | 697 | 0.17% | — | 242 | +3,816 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 3,615 | 660 | 0.01% | 0.01% | 243 | -372 | -9.33% | Q4 2025 | Feb 03, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 3,480 | 636 | 0.23% | 0.23% | 244 | +45 | 1.31% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | New | 3,470 | 634 | 0.02% | — | 245 | +3,470 | New | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 3,402 | 621 | 0.1% | 0.09% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AVIVA PLC | History | Added to | 3,384 | 618 | 0.0% | 0.0% | 247 | +368 | 12.2% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,357 | 613 | 0.04% | 0.05% | 248 | -260 | -7.19% | Q4 2025 | Feb 03, 2026 |
| XPONANCE LLC | History | Reduced | 3,304 | 603 | 0.0% | 0.01% | 249 | -711 | -17.71% | Q4 2025 | Feb 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,272 | 598 | 0.07% | — | 250 | +3,272 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,270 | 597 | 0.01% | 0.01% | 251 | +143 | 4.57% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,180 | 581 | 0.0% | 0.01% | 252 | -2,553 | -44.53% | Q4 2025 | Feb 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 3,172 | 579 | 0.15% | — | 253 | +3,172 | New | Q4 2025 | Feb 10, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 3,063 | 559 | 0.2% | — | 254 | +3,063 | New | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,046 | 556 | 0.01% | 0.01% | 255 | +118 | 4.03% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,985 | 545 | 0.0% | — | 256 | +2,985 | New | Q4 2025 | Feb 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 2,961 | 541 | 0.0% | 0.0% | 257 | +1,573 | 113.33% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,895 | 529 | 0.0% | — | 258 | +2,895 | New | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Added to | 2,872 | 529 | 0.01% | 0.01% | 259 | +49 | 1.74% | Q4 2025 | Jan 23, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 2,887 | 527 | 0.1% | 0.11% | 260 | -723 | -20.03% | Q4 2025 | Feb 12, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 2,871 | 524 | 0.17% | 0.21% | 262 | -669 | -18.9% | Q4 2025 | Jan 30, 2026 |
| Trust Point Inc. | History | Added to | 2,868 | 524 | 0.04% | 0.04% | 261 | +332 | 13.09% | Q4 2025 | Jan 13, 2026 |
| Bedminster, LLC | History | New | 2,865 | 523 | 0.48% | — | 263 | +2,865 | New | Q4 2025 | Feb 05, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,861 | 522 | 0.0% | 0.0% | 264 | -334 | -10.45% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 2,831 | 517 | 0.03% | 0.02% | 265 | +634 | 28.86% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,814 | 514 | 0.0% | — | 266 | +2,814 | New | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,793 | 510 | 0.01% | 0.01% | 267 | +717 | 34.54% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | New | 2,720 | 497 | 0.0% | — | 268 | +2,720 | New | Q4 2025 | Jan 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,724 | 497 | 0.0% | 0.0% | 269 | +1,217 | 80.76% | Q4 2025 | Jan 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,708 | 494 | 0.01% | 0.01% | 270 | -518 | -16.06% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,685 | 490 | 0.01% | 0.01% | 271 | +1,100 | 69.4% | Q4 2025 | Jan 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,658 | 485 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 2,657 | 485 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 2,628 | 480 | 0.02% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| M&T BANK CORP | History | Added to | 2,591 | 473 | 0.0% | 0.0% | 275 | +202 | 8.46% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,580 | 471 | 0.0% | 0.0% | 276 | +806 | 45.43% | Q4 2025 | Jan 26, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 2,550 | 466 | 0.0% | — | 277 | +2,550 | New | Q4 2025 | Feb 04, 2026 |
| ALPS ADVISORS INC | History | Added to | 2,548 | 465 | 0.0% | 0.0% | 278 | +18 | 0.71% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,507 | 458 | 0.0% | 0.0% | 279 | -124 | -4.71% | Q4 2025 | Jan 30, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 2,504 | 457 | 0.06% | 0.05% | 280 | +539 | 27.43% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 2,500 | 456 | 0.0% | 0.0% | 281 | -100 | -3.85% | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 2,446 | 447 | 0.0% | 0.0% | 282 | -230 | -8.59% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 2,444 | 446 | 0.01% | 0.05% | 283 | -16,173 | -86.87% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,417 | 441 | 0.0% | 0.0% | 284 | -195 | -7.47% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,387 | 436 | 0.0% | 0.0% | 285 | +8 | 0.34% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,344 | 428 | 0.0% | 0.0% | 286 | -31 | -1.31% | Q4 2025 | Feb 11, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 2,297 | 419 | 0.01% | 0.01% | 287 | +259 | 12.71% | Q4 2025 | Jan 14, 2026 |
| World Investment Advisors | History | Added to | 2,288 | 418 | 0.01% | 0.01% | 288 | +173 | 8.18% | Q4 2025 | Mar 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,268 | 414 | 0.01% | — | 289 | +2,268 | New | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | No change | 2,200 | 402 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,142 | 391 | 0.0% | 0.0% | 291 | -3,850 | -64.25% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | Added to | 2,131 | 389 | 0.0% | 0.0% | 292 | +968 | 83.23% | Q4 2025 | Feb 10, 2026 |
| Caprock Group, LLC | History | Added to | 2,131 | 389 | 0.01% | 0.01% | 293 | +288 | 15.63% | Q4 2025 | Jan 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,094 | 382 | 0.01% | 0.01% | 294 | +8 | 0.38% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,055 | 376 | 0.0% | 0.0% | 295 | +150 | 7.87% | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,026 | 370 | 0.01% | 0.0% | 296 | +66 | 3.37% | Q4 2025 | Feb 03, 2026 |
| Massar Capital Management, LP | History | New | 2,024 | 369 | 0.04% | — | 297 | +2,024 | New | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 2,006 | 366 | 0.0% | 0.0% | 299 | -135 | -6.31% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 2,151 | 366 | 0.0% | 0.0% | 298 | +49 | 2.33% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,992 | 364 | 0.01% | 0.0% | 300 | +792 | 66.0% | Q4 2025 | Feb 03, 2026 |
| PharVision Advisers, LLC | History | New | 1,978 | 361 | 0.18% | — | 301 | +1,978 | New | Q4 2025 | Feb 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 1,973 | 360 | 0.02% | 0.02% | 302 | -64 | -3.14% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 1,960 | 358 | 0.0% | 0.0% | 303 | -1,471 | -42.87% | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,939 | 354 | 0.0% | 0.0% | 304 | -841 | -30.25% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | No change | 1,900 | 347 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,880 | 343 | 0.0% | 0.0% | 306 | +64 | 3.52% | Q4 2025 | Feb 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 1,865 | 340 | 0.01% | 0.0% | 307 | +230 | 14.07% | Q4 2025 | Feb 17, 2026 |
| 111 Capital | History | New | 1,824 | 333 | 0.07% | — | 308 | +1,824 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Management Associates, Inc. | History | No change | 1,817 | 332 | 0.12% | 0.12% | 309 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,800 | 328 | 0.08% | 0.0% | 311 | +1,776 | 7400.0% | Q4 2025 | Mar 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,796 | 328 | 0.0% | 0.0% | 310 | +7 | 0.39% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,783 | 325 | 0.01% | 0.01% | 312 | -1 | -0.06% | Q4 2025 | Feb 05, 2026 |
| GRACE & WHITE INC /NY | History | No change | 1,775 | 324 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,755 | 320 | 0.0% | — | 314 | +1,755 | New | Q4 2025 | Feb 18, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 1,739 | 317 | 0.01% | 0.01% | 315 | -300 | -14.71% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 1,725 | 315 | 0.0% | — | 316 | +1,725 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | New | 1,720 | 314 | 0.0% | — | 317 | +1,720 | New | Q4 2025 | Jan 26, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 1,693 | 309 | 0.01% | 0.01% | 318 | +245 | 16.92% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,666 | 304 | 0.0% | 0.0% | 319 | -1,784 | -51.71% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,666 | 304 | 0.0% | 0.0% | 320 | -723 | -30.26% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 1,651 | 301 | 0.02% | — | 321 | +1,651 | New | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Added to | 1,624 | 296 | 0.01% | 0.01% | 322 | +417 | 34.55% | Q4 2025 | Jan 23, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,619 | 295 | 0.01% | 0.01% | 323 | +102 | 6.72% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,610 | 294 | 0.0% | 0.0% | 324 | +72 | 4.68% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,720 | 291 | 0.01% | — | 325 | +1,720 | New | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,574 | 287 | 0.0% | 0.0% | 326 | +72 | 4.79% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,552 | 283 | 0.0% | 0.0% | 327 | +86 | 5.87% | Q4 2025 | Feb 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,500 | 274 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,489 | 272 | 0.0% | 0.0% | 329 | -15 | -1.0% | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | New | 1,486 | 271 | 0.08% | — | 330 | +1,486 | New | Q4 2025 | Feb 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,462 | 267 | 0.0% | 0.0% | 331 | -27 | -1.81% | Q4 2025 | Jan 21, 2026 |
| Kera Capital Partners, Inc. | History | New | 1,509 | 262 | 0.03% | — | 333 | +1,509 | New | Q4 2025 | Feb 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,438 | 262 | 0.0% | 0.0% | 332 | +53 | 3.83% | Q4 2025 | Feb 17, 2026 |
| NDVR, Inc. | History | New | 1,409 | 257 | 0.21% | — | 334 | +1,409 | New | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | No change | 1,398 | 255 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | New | 1,379 | 254 | 0.01% | — | 337 | +1,379 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,390 | 254 | 0.0% | 0.0% | 338 | -28 | -1.97% | Q4 2025 | Jan 16, 2026 |
| Busey Bank | History | No change | 1,395 | 254 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 1,388 | 253 | 0.0% | 0.0% | 339 | -1,126 | -44.79% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 1,368 | 250 | 0.01% | — | 340 | +1,368 | New | Q4 2025 | Feb 17, 2026 |
| Somerset Trust Co | History | Added to | 1,361 | 248 | 0.08% | 0.07% | 342 | +75 | 5.83% | Q4 2025 | Jan 09, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 1,360 | 248 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,425 | 243 | 0.01% | 0.01% | 343 | -112 | -7.29% | Q4 2025 | Jan 27, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 1,315 | 240 | 0.06% | 0.07% | 344 | -110 | -7.72% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,286 | 237 | 0.01% | 0.0% | 346 | +1,061 | 471.56% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,302 | 237 | 0.01% | 0.01% | 345 | -15 | -1.14% | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,284 | 234 | 0.0% | 0.0% | 347 | +41 | 3.3% | Q4 2025 | Jan 20, 2026 |
| Savant Capital, LLC | History | No change | 1,283 | 234 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,277 | 233 | 0.0% | 0.0% | 349 | +227 | 21.62% | Q4 2025 | Mar 16, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 1,294 | 233 | 0.01% | 0.01% | 350 | +68 | 5.55% | Q4 2025 | Jan 08, 2026 |
| North Dakota State Investment Board | History | New | 1,267 | 231 | 0.01% | — | 351 | +1,267 | New | Q4 2025 | Feb 05, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 1,260 | 230 | 0.04% | 0.04% | 352 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MARSHALL WACE, LLP | History | New | 1,238 | 226 | 0.0% | — | 353 | +1,238 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 1,226 | 224 | 0.0% | — | 354 | +1,226 | New | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 1,214 | 221 | 0.0% | — | 355 | +1,214 | New | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,203 | 219 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 1,184 | 216 | 0.03% | — | 357 | +1,184 | New | Q4 2025 | Feb 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 1,174 | 214 | 0.0% | 0.01% | 358 | -116 | -8.99% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 1,175 | 214 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,165 | 212 | 0.0% | 0.0% | 360 | -351 | -23.15% | Q4 2025 | Feb 05, 2026 |
| Sivia Capital Partners, LLC | History | New | 1,156 | 211 | 0.04% | — | 361 | +1,156 | New | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | New | 1,154 | 210 | 0.01% | — | 363 | +1,154 | New | Q4 2025 | Jan 20, 2026 |
| KBC Group NV | History | No change | 1,147 | 210 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lantz Financial LLC | History | No change | 1,147 | 209 | 0.04% | 0.05% | 364 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 1,140 | 208 | 0.0% | — | 365 | +1,140 | New | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 1,127 | 205 | 0.0% | — | 366 | +1,127 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | New | 1,126 | 205 | 0.0% | — | 367 | +1,126 | New | Q4 2025 | Feb 17, 2026 |
| Bellecapital International Ltd. | History | New | 1,122 | 205 | 0.04% | — | 368 | +1,122 | New | Q4 2025 | Feb 02, 2026 |
| DGS Capital Management, LLC | History | New | 1,103 | 201 | 0.03% | — | 370 | +1,103 | New | Q4 2025 | Feb 24, 2026 |
| Investors Research Corp | History | No change | 1,100 | 201 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,068 | 195 | 0.01% | 0.01% | 371 | +257 | 31.69% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | Reduced | 1,063 | 194 | 0.0% | 0.0% | 372 | -396 | -27.14% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,059 | 193 | 0.0% | — | 374 | +1,059 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,058 | 193 | 0.01% | 0.01% | 373 | +95 | 9.87% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 981 | 179 | 0.0% | 0.0% | 375 | +487 | 98.58% | Q4 2025 | Jan 23, 2026 |
| STRS OHIO | History | Reduced | 847 | 154 | 0.0% | 0.0% | 376 | -9 | -1.05% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 820 | 149 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GAMMA Investing LLC | History | Added to | 811 | 148 | 0.01% | 0.01% | 378 | +140 | 20.86% | Q4 2025 | Jan 05, 2026 |
| State of Wyoming | History | Reduced | 757 | 138 | 0.02% | 0.03% | 379 | -667 | -46.84% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 754 | 137 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 740 | 135 | 0.09% | — | 381 | +740 | New | Q4 2025 | Feb 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 729 | 133 | 0.0% | 0.0% | 382 | +112 | 18.15% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 629 | 114 | 0.05% | 0.02% | 383 | +438 | 229.32% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 568 | 103 | 0.02% | 0.02% | 384 | +8 | 1.43% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 562 | 102 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quarry LP | History | Reduced | 536 | 97 | 0.02% | 0.03% | 387 | -184 | -25.56% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 532 | 97 | 0.0% | 0.0% | 386 | +32 | 6.4% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 516 | 94 | 0.0% | 0.0% | 388 | -149 | -22.41% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 439 | 80 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Heritage Wealth Advisors | History | No change | 430 | 78 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 73 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 397 | 72 | 0.01% | 0.01% | 392 | +34 | 9.37% | Q4 2025 | Jan 08, 2026 |
| Quent Capital, LLC | History | Added to | 392 | 71 | 0.01% | 0.01% | 393 | +14 | 3.7% | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 370 | 67 | 0.02% | 0.02% | 394 | -1 | -0.27% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | New | 335 | 61 | 0.0% | — | 395 | +335 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 320 | 58 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 320 | 58 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Torren Management, LLC | History | New | 267 | 48 | 0.02% | — | 398 | +267 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 256 | 46 | 0.0% | 0.0% | 399 | +152 | 146.15% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 241 | 44 | 0.0% | 0.0% | 400 | +5 | 2.12% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 230 | 42 | 0.01% | 0.0% | 401 | +153 | 198.7% | Q4 2025 | Jan 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 232 | 42 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | Reduced | 226 | 40 | 0.0% | 0.0% | 403 | -2 | -0.88% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 203 | 34 | 0.0% | 0.0% | 404 | +1 | 0.5% | Q4 2025 | Jan 21, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 183 | 33 | 0.02% | — | 405 | +183 | New | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 171 | 31 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DT Investment Partners, LLC | History | No change | 174 | 31 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McMillan Office, Inc. | History | New | 168 | 30 | 0.0% | — | 410 | +168 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 168 | 30 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clearstead Trust, LLC | History | No change | 166 | 30 | 0.0% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 144 | 26 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Community Bank, N.A. | History | No change | 147 | 26 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bank of New Hampshire | History | New | 140 | 25 | 0.01% | — | 415 | +140 | New | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | Added to | 139 | 25 | 0.0% | 0.0% | 414 | +69 | 98.57% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 137 | 25 | 0.0% | 0.0% | 413 | -63 | -31.5% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 140 | 25 | 0.0% | 0.0% | 416 | +16 | 12.9% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 121 | 22 | 0.0% | 0.0% | 417 | +1 | 0.83% | Q4 2025 | Jan 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 125 | 22 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BAYBAN | History | New | 118 | 21 | 0.02% | — | 421 | +118 | New | Q4 2025 | Mar 05, 2026 |
| ASSETMARK, INC | History | Added to | 116 | 21 | 0.0% | 0.0% | 419 | +4 | 3.57% | Q4 2025 | Jan 23, 2026 |
| Matrix Trust Co | History | Reduced | 114 | 21 | 0.0% | 0.0% | 420 | -1 | -0.87% | Q4 2025 | Jan 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 111 | 20 | 0.01% | 0.01% | 423 | -7 | -5.93% | Q4 2025 | Feb 18, 2026 |
| Covestor Ltd | History | No change | 112 | 20 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 108 | 19 | 0.0% | 0.0% | 424 | +8 | 8.0% | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | New | 103 | 18 | 0.0% | — | 426 | +103 | New | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 106 | 18 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 91 | 17 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 92 | 16 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84 | 15 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 72 | 13 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 69 | 12 | 0.0% | — | 433 | +69 | New | Q4 2025 | Feb 09, 2026 |
| ICON ADVISERS INC/CO | History | No change | 70 | 12 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 70 | 12 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bell Investment Advisors, Inc | History | No change | 63 | 11 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Manchester Capital Management LLC | History | Added to | 55 | 10 | 0.0% | 0.0% | 436 | +4 | 7.84% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | No change | 55 | 10 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | New | 50 | 9 | 0.01% | — | 438 | +50 | New | Q4 2025 | Feb 18, 2026 |
| Smithfield Trust Co | History | No change | 50 | 9 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Curat Global, LLC | History | No change | 50 | 9 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Grove Bank & Trust | History | New | 41 | 7 | 0.0% | — | 441 | +41 | New | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 41 | 7 | 0.0% | 0.0% | 442 | +30 | 272.73% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 41 | 7 | 0.0% | 0.0% | 440 | +11 | 36.67% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 34 | 6 | 0.0% | — | 443 | +34 | New | Q4 2025 | Feb 13, 2026 |
| DAGCO, INC. | History | No change | 34 | 6 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Marquette Asset Management, LLC | History | New | 32 | 5 | 0.0% | — | 446 | +32 | New | Q4 2025 | Jan 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 31 | 5 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 28 | 5 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BankPlus Trust Department | History | No change | 28 | 5 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 27 | 4 | 0.0% | 0.0% | 450 | -77 | -74.04% | Q4 2025 | Feb 03, 2026 |
| SouthState Bank Corp | History | Added to | 23 | 4 | 0.0% | — | 449 | +18 | 360.0% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WPG Advisers, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ares Financial Consulting, LLC | History | New | 19 | 3 | 0.0% | — | 462 | +19 | New | Q4 2025 | Jan 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 17 | 3 | 0.0% | — | 458 | +17 | New | Q4 2025 | Jan 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 17 | 3 | 0.0% | — | 459 | +12 | 240.0% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 19 | 3 | 0.0% | 0.0% | 461 | +12 | 171.43% | Q4 2025 | Jan 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 17 | 3 | 0.0% | 0.0% | 456 | -9 | -34.62% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 17 | 3 | 0.0% | 0.0% | 453 | -6 | -26.09% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 20 | 3 | 0.0% | 0.0% | 455 | -1 | -4.76% | Q4 2025 | Feb 09, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 16 | 2 | 0.0% | — | 465 | +16 | New | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | New | 14 | 2 | 0.0% | — | 473 | +14 | New | Q4 2025 | Jan 27, 2026 |
| Frazier Financial Advisors, LLC | History | New | 12 | 2 | 0.0% | — | 471 | +12 | New | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | New | 11 | 2 | 0.0% | — | 466 | +11 | New | Q4 2025 | Feb 02, 2026 |
| SBI Securities Co., Ltd. | History | New | 11 | 2 | 0.0% | — | 468 | +11 | New | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 13 | 2 | 0.0% | 0.0% | 469 | +3 | 30.0% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15 | 2 | 0.0% | 0.0% | 464 | +1 | 7.14% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | No change | 14 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 10 | 1 | 0.0% | 0.0% | 476 | -64 | -86.49% | Q4 2025 | Feb 17, 2026 |
| S&T BANK/PA | History | Reduced | 9 | 1 | 0.0% | 0.0% | 474 | -15 | -62.5% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | New | 9 | 1 | 0.0% | — | 477 | +9 | New | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | New | 8 | 1 | 0.0% | — | 475 | +8 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 6 | 1 | 0.0% | — | 478 | +6 | New | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -423,195 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.07% | — | -50,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 1.99% | — | -31,407 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,662 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,939 | -100.0% | Q3 2025 | Nov 17, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -2,921 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.21% | — | -2,434 | -100.0% | Q3 2025 | Oct 24, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,348 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,223 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,208 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -1,927 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,839 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,293 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,195 | -100.0% | Q3 2025 | Nov 13, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,127 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -806 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -428 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -101 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MB, LEVIS & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Signature Equity Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Hughes Financial Services, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cromwell Holdings LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |