Tri Pointe Homes, Inc. - TPH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | Reduced | 15,304,164 | 481,622 | 0.01% | 0.01% | 1 | -497,413 | -3.15% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 9,281,678 | 292,094 | 0.0% | 0.0% | 2 | -348,958 | -3.62% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 7,129,773 | 224,373 | 0.01% | 0.01% | 3 | +1,092,150 | 18.09% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,104,429 | 192,108 | 0.04% | 0.04% | 4 | +24,511 | 0.4% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 4,419,154 | 139,070 | 0.0% | 0.01% | 5 | -313,650 | -6.63% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,664,582 | 83,854 | 0.04% | 0.05% | 6 | -91,185 | -3.31% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,097,510 | 66,019 | 0.0% | 0.01% | 7 | -458,758 | -17.95% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,881,737 | 59,218 | 0.51% | 0.59% | 8 | -89,096 | -4.52% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,446,602 | 45,525 | 0.1% | 0.12% | 9 | -198,100 | -12.04% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,435,945 | 45,189 | 0.0% | 0.0% | 10 | -310,469 | -17.78% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,329,163 | 41,828 | 0.02% | 0.01% | 11 | +791,155 | 147.05% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 1,170,244 | 36,835 | 0.04% | 0.04% | 12 | +98,261 | 9.17% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,075,623 | 33,849 | 0.01% | 0.01% | 13 | -29,711 | -2.69% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,067,513 | 33,594 | 0.0% | 0.0% | 14 | -78,127 | -6.82% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 984,112 | 30,970 | 0.01% | 0.01% | 15 | +51,345 | 5.5% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 947,665 | 29,823 | 0.01% | 0.01% | 16 | +161,629 | 20.56% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 946,135 | 29,774 | 0.0% | 0.0% | 17 | -153,820 | -13.98% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 885,384 | 27,863 | 0.0% | 0.0% | 18 | -123,070 | -12.2% | Q4 2025 | Feb 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 866,162 | 27,258 | 0.11% | — | 19 | +866,162 | New | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 857,226 | 26,976 | 0.08% | 0.08% | 20 | -90,190 | -9.52% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 850,469 | 26,764 | 0.02% | 0.02% | 21 | +35,432 | 4.35% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 815,137 | 25,652 | 0.04% | 0.01% | 22 | +571,679 | 234.82% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 814,655 | 25,637 | 0.09% | 0.1% | 23 | -77,606 | -8.7% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 801,664 | 25,228 | 0.0% | 0.0% | 24 | +23,564 | 3.03% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 687,773 | 21,644 | 0.0% | 0.0% | 25 | -3,373 | -0.49% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 682,287 | 21,471 | 0.01% | 0.02% | 26 | -125,073 | -15.49% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 671,400 | 21,128 | 0.04% | 0.04% | 27 | +129,600 | 23.92% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 636,940 | 20,044 | 0.01% | 0.01% | 28 | +275,874 | 76.41% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 580,144 | 18,257 | 0.02% | 0.03% | 29 | -212,724 | -26.83% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 548,598 | 17,264 | 0.1% | 0.09% | 30 | +137,762 | 33.53% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 538,035 | 16,931 | 0.0% | 0.0% | 31 | +195,242 | 56.96% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 511,521 | 16,097 | 0.06% | 0.05% | 32 | +48,275 | 10.42% | Q4 2025 | Feb 17, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 441,265 | 13,886 | 3.49% | 4.0% | 33 | -1,124 | -0.25% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 438,982 | 13,814 | 0.0% | 0.0% | 34 | -18,869 | -4.12% | Q4 2025 | Feb 17, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | Reduced | 430,731 | 13,555 | 3.52% | 3.99% | 35 | -2,967 | -0.68% | Q4 2025 | Jan 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 409,606 | 12,890 | 0.01% | 0.01% | 36 | -12,856 | -3.04% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 392,528 | 12,352 | 0.0% | 0.0% | 37 | -166,118 | -29.74% | Q4 2025 | Feb 19, 2026 |
| UBS Group AG | History | Reduced | 389,999 | 12,273 | 0.0% | 0.0% | 38 | -247,275 | -38.8% | Q4 2025 | Jan 29, 2026 |
| Sophron Capital Management L.P. | History | Reduced | 334,828 | 10,537 | 3.39% | 3.91% | 39 | -38,358 | -10.28% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 324,738 | 10,219 | 0.07% | — | 40 | +324,738 | New | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 321,254 | 10,109 | 0.0% | — | 41 | +321,254 | New | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 320,576 | 10,088 | 0.05% | — | 42 | +320,576 | New | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 315,218 | 9,919 | 0.03% | 0.04% | 43 | -190,083 | -37.62% | Q4 2025 | Feb 24, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 297,504 | 9,362 | 0.03% | 0.04% | 44 | -43,813 | -12.84% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 288,405 | 9,076 | 0.03% | 0.03% | 45 | +14,484 | 5.29% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 284,436 | 8,951 | 0.01% | — | 46 | +284,436 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 282,832 | 8,900 | 0.0% | 0.0% | 47 | +213,256 | 306.51% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 280,701 | 8,833 | 0.01% | 0.01% | 48 | -36,286 | -11.45% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 276,565 | 8,703 | 0.0% | 0.0% | 49 | +29,227 | 11.82% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 265,849 | 8,366 | 0.24% | 0.05% | 50 | +213,559 | 408.41% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | New | 261,356 | 8,224 | 0.48% | — | 51 | +261,356 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 260,694 | 8,204 | 0.0% | 0.0% | 52 | -122,431 | -31.96% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 260,272 | 8,190 | 0.01% | 0.01% | 53 | -11,536 | -4.24% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 260,082 | 8,184 | 0.0% | 0.0% | 54 | -31,416 | -10.78% | Q4 2025 | Feb 18, 2026 |
| SG Americas Securities, LLC | History | Added to | 246,354 | 7,753 | 0.01% | 0.0% | 55 | +227,929 | 1237.06% | Q4 2025 | Jan 09, 2026 |
| Legal & General Group Plc | History | Reduced | 237,832 | 7,484 | 0.0% | 0.0% | 56 | -14,632 | -5.8% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 232,425 | 7,314 | 0.0% | 0.0% | 57 | -37,800 | -13.99% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 232,074 | 7,303 | 0.0% | 0.0% | 58 | -6,540 | -2.74% | Q4 2025 | Feb 13, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 221,550 | 6,972 | 3.95% | 4.39% | 59 | -7,900 | -3.44% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 215,515 | 6,782 | 0.01% | 0.01% | 60 | -18,588 | -7.94% | Q4 2025 | Feb 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 215,145 | 6,770 | 0.01% | 0.01% | 61 | +17,539 | 8.88% | Q4 2025 | Feb 17, 2026 |
| Phocas Financial Corp. | History | Reduced | 210,798 | 6,633 | 0.86% | 0.93% | 62 | -484 | -0.23% | Q4 2025 | Jan 26, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 210,543 | 6,625 | 0.02% | 0.02% | 63 | +69,556 | 49.34% | Q4 2025 | Feb 13, 2026 |
| OSSIAM | History | No change | 187,100 | 5,888 | 0.12% | 0.08% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 174,998 | 5,509 | 0.01% | 0.01% | 65 | -3,492 | -1.96% | Q4 2025 | Jan 28, 2026 |
| Swiss National Bank | History | Reduced | 172,647 | 5,433 | 0.0% | 0.0% | 66 | -2,500 | -1.43% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 160,439 | 5,049 | 0.0% | 0.0% | 67 | +10,352 | 6.9% | Q4 2025 | Feb 13, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 155,855 | 4,904 | 0.89% | 1.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 148,883 | 4,685 | 0.0% | 0.0% | 69 | -18,700 | -11.16% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 146,977 | 4,625 | 0.0% | 0.0% | 70 | -45,825 | -23.77% | Q4 2025 | Feb 10, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 140,682 | 4,427 | 0.02% | 0.01% | 71 | +8,610 | 6.52% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 137,174 | 4,316 | 0.0% | 0.0% | 72 | +12,365 | 9.91% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 136,909 | 4,309 | 0.07% | 0.07% | 73 | +18,130 | 15.26% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 131,786 | 4,147 | 0.0% | 0.0% | 74 | -73,132 | -35.69% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 126,700 | 3,987 | 0.01% | 0.02% | 75 | -31,036 | -19.68% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 126,403 | 3,977 | 0.44% | 0.51% | 76 | -2,335 | -1.81% | Q4 2025 | Jan 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 113,864 | 3,583 | 0.01% | 0.0% | 77 | +78,431 | 221.35% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 107,362 | 3,378 | 0.0% | 0.0% | 78 | +40,387 | 60.3% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 106,155 | 3,341 | 0.06% | — | 79 | +106,155 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 105,741 | 3,327 | 0.0% | 0.0% | 80 | -74,010 | -41.17% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 101,948 | 3,208 | 0.0% | 0.02% | 81 | -403,392 | -79.83% | Q4 2025 | Jan 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 95,472 | 3,004 | 0.0% | 0.0% | 82 | +94,875 | 15891.96% | Q4 2025 | Feb 05, 2026 |
| Neo Ivy Capital Management | History | Added to | 95,029 | 2,990 | 0.47% | 0.06% | 83 | +87,969 | 1246.02% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 93,802 | 2,952 | 0.0% | 0.0% | 84 | +1,286 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Factorial Partners, LLC | History | No change | 89,000 | 2,800 | 1.85% | 2.08% | 85 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 88,766 | 2,793 | 0.02% | 0.02% | 86 | -3,978 | -4.29% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 86,059 | 2,708 | 0.15% | 0.06% | 87 | +61,092 | 244.69% | Q4 2025 | Feb 09, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 85,962 | 2,705 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 84,068 | 2,645 | 0.03% | 0.07% | 89 | -101,540 | -54.71% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 83,629 | 2,631 | 0.0% | 0.0% | 90 | -6,683 | -7.4% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 82,702 | 2,602 | 0.0% | 0.0% | 91 | -365 | -0.44% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 81,395 | 2,561 | 0.01% | — | 92 | +81,395 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 80,585 | 2,560 | 0.0% | 0.0% | 93 | -7,070 | -8.07% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 80,012 | 2,517 | 0.01% | 0.01% | 94 | +3,579 | 4.68% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 78,116 | 2,458 | 0.0% | 0.0% | 95 | -19,741 | -20.17% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 71,425 | 2,247 | 0.01% | 0.01% | 96 | -7,179 | -9.13% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 69,982 | 2,202 | 0.01% | 0.01% | 97 | +7,914 | 12.75% | Q4 2025 | Jan 30, 2026 |
| HRT FINANCIAL LP | History | Reduced | 69,817 | 2,197 | 0.01% | 0.02% | 98 | -58,628 | -45.64% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 67,692 | 2,130 | 0.0% | 0.0% | 99 | -84,702 | -55.58% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 66,615 | 2,096 | 0.02% | — | 100 | +66,615 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 65,920 | 2,074 | 0.0% | 33.46% | 101 | -146,244 | -68.93% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 65,222 | 2,052 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 65,091 | 2,048 | 0.07% | — | 103 | +65,091 | New | Q4 2025 | Feb 10, 2026 |
| TWINBEECH CAPITAL LP | History | New | 63,500 | 1,998 | 0.14% | — | 104 | +63,500 | New | Q4 2025 | Feb 17, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 62,199 | 1,957 | 0.11% | 0.13% | 105 | -2,076 | -3.23% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 59,859 | 1,884 | 0.0% | 0.0% | 106 | +3,742 | 6.67% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 59,428 | 1,870 | 0.0% | 0.0% | 107 | +40,172 | 208.62% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 59,062 | 1,859 | 0.0% | 0.0% | 108 | -4,068 | -6.44% | Q4 2025 | Feb 05, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 59,023 | 1,857 | 0.06% | 0.06% | 109 | -3,091 | -4.98% | Q4 2025 | Jan 26, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 57,559 | 1,811 | 0.01% | 0.02% | 110 | -54,923 | -48.83% | Q4 2025 | Jan 28, 2026 |
| Empowered Funds, LLC | History | Added to | 56,847 | 1,788 | 0.03% | 0.01% | 111 | +14,915 | 35.57% | Q4 2025 | Feb 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 55,545 | 1,748 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 55,193 | 1,736 | 0.0% | 0.0% | 113 | -3,417 | -5.83% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 54,910 | 1,728 | 0.02% | 0.0% | 114 | +27,536 | 100.59% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 54,012 | 1,700 | 0.0% | 0.0% | 115 | -9,689 | -15.21% | Q4 2025 | Jan 30, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 52,945 | 1,666 | 0.02% | 0.18% | 116 | -470,136 | -89.88% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 49,040 | 1,542 | 0.02% | 0.02% | 117 | +13 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 48,370 | 1,522 | 0.02% | 0.02% | 118 | +521 | 1.09% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 47,946 | 1,508 | 0.01% | 0.01% | 119 | -2,318 | -4.61% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 45,393 | 1,429 | 0.0% | 0.01% | 120 | -6,805 | -13.04% | Q4 2025 | Jan 26, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 41,901 | 1,325 | 0.0% | 0.0% | 121 | -22,932 | -35.37% | Q4 2025 | Mar 20, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 40,700 | 1,280 | 0.02% | 0.02% | 122 | -441 | -1.07% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 40,086 | 1,261 | 0.01% | 0.01% | 123 | -3,353 | -7.72% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 39,674 | 1,248 | 0.0% | 0.0% | 124 | +3,780 | 10.53% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 39,405 | 1,240 | 0.0% | 0.0% | 125 | -712 | -1.77% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 39,400 | 1,239 | 0.02% | 0.02% | 126 | -800 | -1.99% | Q4 2025 | Jan 16, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 39,121 | 1,231 | 0.03% | 0.05% | 127 | -22,281 | -36.29% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 38,720 | 1,218 | 0.0% | — | 128 | +38,720 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 38,198 | 1,202 | 0.0% | — | 129 | +38,198 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 37,506 | 1,180 | 0.01% | 0.01% | 130 | -15,309 | -28.99% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 37,194 | 1,170 | 0.01% | 0.01% | 131 | +4,012 | 12.09% | Q4 2025 | Jan 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,099 | 1,167 | 0.0% | 0.0% | 132 | +12,377 | 50.06% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 36,070 | 1,135 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Morningstar Investment Management LLC | History | No change | 32,793 | 1,032 | 0.06% | 0.04% | 134 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Global Investments | History | Reduced | 32,402 | 1,020 | 0.06% | 0.07% | 135 | -939 | -2.82% | Q4 2025 | Feb 18, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 31,231 | 982 | 0.02% | 0.03% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,843 | 977 | 0.0% | 0.0% | 137 | -4,289 | -12.21% | Q4 2025 | Jan 08, 2026 |
| NATIXIS | History | New | 29,566 | 930 | 0.0% | — | 138 | +29,566 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 28,780 | 905 | 0.0% | 0.0% | 139 | -792 | -2.68% | Q4 2025 | Feb 18, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 25,959 | 894 | 0.01% | 0.01% | 140 | -4,030 | -13.44% | Q4 2025 | Jan 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 28,300 | 890 | 0.0% | 0.0% | 141 | -1,000 | -3.41% | Q4 2025 | Jan 28, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 27,180 | 855 | 0.06% | — | 142 | +27,180 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,053 | 851 | 0.01% | 0.01% | 143 | -2,226 | -7.6% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 26,003 | 818 | 0.08% | 0.11% | 145 | -8,328 | -24.26% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Added to | 26,010 | 818 | 0.01% | 0.01% | 144 | +526 | 2.06% | Q4 2025 | Feb 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,900 | 815 | 0.0% | 0.0% | 146 | +1,294 | 5.26% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Reduced | 25,444 | 800 | 0.0% | 0.0% | 147 | -4,381 | -14.69% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 24,736 | 778 | 0.01% | 0.01% | 148 | -418 | -1.66% | Q4 2025 | Feb 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,555 | 773 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 24,407 | 768 | 0.0% | 0.0% | 150 | -2,423 | -9.03% | Q4 2025 | Jan 28, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 24,211 | 761 | 0.32% | 0.36% | 151 | -49 | -0.2% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 23,641 | 743 | 0.01% | 0.01% | 152 | -2,521 | -9.64% | Q4 2025 | Feb 02, 2026 |
| Odyssean, LLC | History | New | 23,604 | 742 | 0.53% | — | 153 | +23,604 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Reduced | 23,479 | 738 | 0.01% | 0.02% | 154 | -22,777 | -49.24% | Q4 2025 | Feb 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 22,875 | 719 | 0.01% | 0.01% | 155 | -1,215 | -5.04% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 22,468 | 707 | 0.01% | 0.01% | 156 | -3,804 | -14.48% | Q4 2025 | Jan 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 22,253 | 700 | 0.0% | 0.01% | 157 | -9,791 | -30.55% | Q4 2025 | Feb 09, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 21,744 | 684 | 0.02% | 0.04% | 158 | -26,779 | -55.19% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 21,279 | 669 | 0.0% | 0.0% | 159 | -1,007 | -4.52% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,352 | 640 | 0.0% | 0.0% | 160 | +2,099 | 11.5% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 19,143 | 638 | 0.0% | 0.0% | 161 | -6,824 | -26.28% | Q4 2025 | Feb 18, 2026 |
| NCM Capital Management, LLC | History | No change | 20,100 | 632 | 0.23% | 0.26% | 162 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 19,646 | 618 | 0.01% | 0.01% | 163 | -75 | -0.38% | Q4 2025 | Feb 04, 2026 |
| ExodusPoint Capital Management, LP | History | New | 19,532 | 614 | 0.0% | — | 164 | +19,532 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 19,296 | 607 | 0.01% | 0.01% | 165 | -992 | -4.89% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 18,251 | 574 | 0.03% | — | 166 | +18,251 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 17,835 | 561 | 0.05% | 0.05% | 167 | +1,690 | 10.47% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 17,733 | 558 | 0.01% | 0.02% | 168 | -3,900 | -18.03% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,643 | 555 | 0.0% | 0.0% | 169 | -437 | -2.42% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,584 | 553 | 0.0% | 0.0% | 170 | -53,812 | -75.37% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | New | 17,565 | 552 | 0.0% | — | 171 | +17,565 | New | Q4 2025 | Feb 18, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 17,153 | 539 | 0.13% | 0.1% | 172 | +5,586 | 48.29% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,120 | 538 | 0.0% | 0.0% | 173 | -1,090 | -5.99% | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | Added to | 16,810 | 529 | 0.31% | 0.27% | 174 | +2,935 | 21.15% | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Added to | 16,502 | 519 | 0.0% | 0.0% | 175 | +216 | 1.33% | Q4 2025 | Feb 06, 2026 |
| Unison Advisors LLC | History | No change | 16,350 | 514 | 0.04% | 0.05% | 176 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Amundi | History | Added to | 16,271 | 512 | 0.0% | 0.0% | 177 | +723 | 4.65% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 15,963 | 502 | 0.01% | 0.01% | 178 | -254 | -1.57% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Reduced | 15,218 | 483 | 0.01% | 0.01% | 179 | -470 | -3.0% | Q4 2025 | Jan 23, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 15,212 | 478 | 0.01% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 15,045 | 473 | 0.02% | 0.02% | 181 | +1,054 | 7.53% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 14,814 | 469 | 0.0% | 0.0% | 182 | -210 | -1.4% | Q4 2025 | Feb 18, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 14,712 | 462 | 0.02% | 0.02% | 183 | -2,715 | -15.58% | Q4 2025 | Jan 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 14,568 | 458 | 0.01% | 0.03% | 184 | -24,323 | -62.54% | Q4 2025 | Jan 16, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,468 | 455 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 14,308 | 450 | 0.01% | 0.01% | 186 | +4,066 | 39.7% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 13,996 | 440 | 0.0% | 0.01% | 187 | -107,674 | -88.5% | Q4 2025 | Feb 17, 2026 |
| South Dakota Investment Council | History | Reduced | 13,990 | 440 | 0.01% | 0.01% | 188 | -1,000 | -6.67% | Q4 2025 | Feb 12, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 13,564 | 426 | 0.13% | 0.25% | 189 | -27,671 | -67.11% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 12,780 | 402 | 0.0% | 0.0% | 190 | -18,222 | -58.78% | Q4 2025 | Feb 17, 2026 |
| Mach-1 Financial Group, LLC | History | New | 12,768 | 401 | 0.08% | — | 191 | +12,768 | New | Q4 2025 | Feb 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 12,650 | 398 | 0.02% | 0.03% | 192 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 12,635 | 397 | 0.0% | 0.0% | 193 | -35 | -0.28% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 12,580 | 395 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | Added to | 12,159 | 382 | 0.01% | 0.01% | 195 | +3,013 | 32.94% | Q4 2025 | Jan 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 12,128 | 381 | 0.09% | — | 196 | +12,128 | New | Q4 2025 | Mar 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,946 | 375 | 0.0% | 0.0% | 197 | -1,078 | -8.28% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 11,640 | 366 | 0.0% | 0.0% | 198 | -110 | -0.94% | Q4 2025 | Feb 13, 2026 |
| BURR FINANCIAL SERVICES, LLC | History | No change | 11,600 | 365 | 0.27% | 0.29% | 199 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 11,245 | 354 | 0.08% | 0.05% | 200 | +2,015 | 21.83% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 11,190 | 352 | 0.01% | 0.02% | 201 | -2,351 | -17.36% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 11,157 | 351 | 0.0% | — | 202 | +11,157 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 11,006 | 346 | 0.01% | 0.11% | 203 | -48,867 | -81.62% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 10,696 | 336 | 0.0% | — | 204 | +10,696 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 10,507 | 330 | 0.0% | 0.0% | 205 | +394 | 3.9% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,489 | 330 | 0.01% | 0.01% | 206 | +89 | 0.86% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | New | 10,486 | 329 | 0.01% | — | 207 | +10,486 | New | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 9,751 | 325 | 0.0% | 0.0% | 208 | +327 | 3.47% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,217 | 321 | 0.01% | 0.01% | 209 | -113 | -1.09% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 10,144 | 319 | 0.0% | — | 210 | +10,144 | New | Q4 2025 | Feb 05, 2026 |
| Holocene Advisors, LP | History | New | 9,946 | 313 | 0.0% | — | 212 | +9,946 | New | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 9,875 | 313 | 0.0% | — | 211 | +9,875 | New | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 9,824 | 309 | 0.0% | 0.0% | 213 | +22 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Reduced | 9,449 | 297 | 0.0% | 0.0% | 214 | -4,451 | -32.02% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 9,308 | 292 | 0.0% | 0.0% | 215 | +1,013 | 12.21% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Reduced | 9,242 | 291 | 0.0% | 0.0% | 216 | -13,629 | -59.59% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 9,243 | 290 | 0.0% | 0.0% | 217 | -1,062 | -10.31% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 8,957 | 281 | 0.01% | 0.01% | 218 | -3,310 | -26.98% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,931 | 281 | 0.0% | 0.0% | 219 | -2,780 | -23.74% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,757 | 275 | 0.0% | 0.0% | 220 | -1,457 | -14.26% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,723 | 274 | 0.0% | 0.0% | 221 | -72 | -0.82% | Q4 2025 | Jan 26, 2026 |
| CIBC Asset Management Inc | History | New | 8,686 | 273 | 0.0% | — | 222 | +8,686 | New | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 8,585 | 270 | 0.0% | — | 223 | +8,585 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,570 | 269 | 0.01% | 0.02% | 224 | -18,807 | -68.7% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 8,465 | 266 | 0.0% | 0.0% | 225 | +2,305 | 37.42% | Q4 2025 | Feb 03, 2026 |
| Jain Global LLC | History | New | 8,331 | 262 | 0.0% | — | 227 | +8,331 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 8,334 | 262 | 0.0% | 0.0% | 226 | +37 | 0.45% | Q4 2025 | Feb 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 8,135 | 256 | 0.01% | 0.01% | 228 | -261 | -3.11% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,095 | 254 | 0.0% | 0.0% | 229 | -185 | -2.23% | Q4 2025 | Feb 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 7,655 | 240 | 0.0% | — | 230 | +7,655 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,189 | 226 | 0.01% | 0.0% | 231 | +5,723 | 390.38% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 6,932 | 218 | 0.0% | 0.0% | 232 | -4,431 | -38.99% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 6,885 | 216 | 0.01% | 0.01% | 233 | -329 | -4.56% | Q4 2025 | Feb 11, 2026 |
| PharVision Advisers, LLC | History | New | 6,765 | 212 | 0.11% | — | 234 | +6,765 | New | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 6,726 | 211 | 0.0% | 0.0% | 235 | -272 | -3.89% | Q4 2025 | Feb 05, 2026 |
| XPONANCE LLC | History | Reduced | 6,736 | 211 | 0.0% | 0.0% | 236 | -175 | -2.53% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 6,695 | 210 | 0.0% | 0.0% | 237 | +1 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 6,653 | 209 | 0.01% | 0.01% | 238 | -88 | -1.31% | Q4 2025 | Jan 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 6,592 | 207 | 0.02% | — | 239 | +6,592 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Reduced | 6,439 | 202 | 0.0% | 0.0% | 240 | -26,146 | -80.24% | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 6,248 | 197 | 0.09% | 0.12% | 241 | -1,103 | -15.0% | Q4 2025 | Mar 09, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 4,748 | 194 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vestcor Inc | History | Reduced | 5,417 | 170 | 0.0% | 0.01% | 243 | -7,298 | -57.4% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,889 | 153 | 0.0% | 0.0% | 244 | -1,090 | -18.23% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,512 | 141 | 0.0% | 0.0% | 245 | +20 | 0.45% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,340 | 137 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,325 | 136 | 0.0% | 0.0% | 247 | -5,500 | -55.98% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Reduced | 4,031 | 126 | 0.01% | 0.04% | 248 | -6,343 | -61.14% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,742 | 118 | 0.0% | 0.0% | 249 | +697 | 22.89% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 3,476 | 109 | 0.01% | 0.01% | 250 | +409 | 13.34% | Q4 2025 | Jan 05, 2026 |
| Covestor Ltd | History | Reduced | 3,266 | 103 | 0.05% | 0.09% | 251 | -1,291 | -28.33% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 3,181 | 100 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,161 | 99 | 0.01% | — | 253 | +3,161 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,139 | 98 | 0.0% | 0.0% | 254 | -83 | -2.58% | Q4 2025 | Jan 16, 2026 |
| Truvestments Capital LLC | History | No change | 2,950 | 92 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,671 | 84 | 0.0% | — | 256 | +2,671 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 2,467 | 77 | 0.03% | 0.02% | 257 | +590 | 31.43% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,324 | 73 | 0.0% | 0.0% | 258 | +103 | 4.64% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,201 | 69 | 0.03% | — | 259 | +2,201 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,153 | 67 | 0.0% | 0.0% | 260 | -15,550 | -87.84% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,968 | 61 | 0.0% | 0.0% | 261 | -419 | -17.55% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,876 | 59 | 0.0% | 0.0% | 262 | +493 | 35.65% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Reduced | 1,788 | 56 | 0.0% | 0.0% | 263 | -160 | -8.21% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,738 | 54 | 0.01% | 0.01% | 264 | +315 | 22.14% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,615 | 50 | 0.0% | 0.0% | 265 | +367 | 29.41% | Q4 2025 | Mar 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,560 | 49 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,346 | 42 | 0.0% | 0.0% | 268 | +372 | 38.19% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,348 | 42 | 0.0% | 0.0% | 267 | -253 | -15.8% | Q4 2025 | Jan 15, 2026 |
| Fulcrum Asset Management LLP | History | No change | 1,308 | 41 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,198 | 37 | 0.0% | 0.0% | 270 | -37 | -3.0% | Q4 2025 | Feb 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,089 | 34 | 0.0% | 0.0% | 271 | -19 | -1.71% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 928 | 29 | 0.0% | — | 272 | +928 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 863 | 27 | 0.0% | 0.0% | 273 | -2,693 | -75.73% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 868 | 27 | 0.0% | 0.0% | 274 | +225 | 34.99% | Q4 2025 | Jan 20, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 851 | 26 | 0.0% | — | 275 | +851 | New | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 746 | 23 | 0.0% | 0.0% | 276 | +54 | 7.8% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 621 | 19 | 0.0% | 0.0% | 277 | +129 | 26.22% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 583 | 18 | 0.01% | 0.01% | 278 | -67 | -10.31% | Q4 2025 | Jan 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 557 | 17 | 0.0% | — | 279 | +557 | New | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 557 | 17 | 0.01% | — | 280 | +557 | New | Q4 2025 | Jan 30, 2026 |
| Quarry LP | History | Added to | 518 | 16 | 0.0% | 0.0% | 282 | +436 | 531.71% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 512 | 16 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 482 | 15 | 0.0% | 0.01% | 284 | -18,422 | -97.45% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 505 | 15 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Matrix Trust Co | History | No change | 470 | 15 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 424 | 13 | 0.0% | 0.0% | 286 | +23 | 5.74% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | New | 354 | 11 | 0.0% | — | 288 | +354 | New | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 350 | 11 | 0.0% | — | 289 | +350 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 378 | 11 | 0.0% | 0.0% | 287 | +69 | 22.33% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 330 | 10 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 300 | 9 | 0.0% | — | 291 | +300 | New | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 275 | 8 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sound Income Strategies, LLC | History | New | 199 | 7 | 0.0% | — | 293 | +199 | New | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 211 | 6 | 0.0% | — | 294 | +211 | New | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 200 | 6 | 0.0% | — | 297 | +200 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 202 | 6 | 0.0% | 0.0% | 298 | +160 | 380.95% | Q4 2025 | Feb 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 200 | 6 | 0.0% | 0.0% | 295 | +100 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 221 | 6 | 0.0% | 0.0% | 296 | -14 | -5.96% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 206 | 6 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dogwood Wealth Management LLC | History | No change | 197 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 170 | 5 | 0.0% | 0.0% | 301 | -246 | -59.13% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 176 | 5 | 0.0% | 0.0% | 303 | -92 | -34.33% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 165 | 5 | 0.0% | 0.0% | 302 | +32 | 24.06% | Q4 2025 | Jan 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 156 | 4 | 0.0% | 0.0% | 306 | -22 | -12.36% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 137 | 4 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Grove Bank & Trust | History | No change | 155 | 4 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 112 | 3 | 0.0% | — | 309 | +112 | New | Q4 2025 | Jan 21, 2026 |
| IMA Advisory Services, Inc. | History | New | 100 | 3 | 0.0% | — | 307 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 109 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | No change | 114 | 3 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 68 | 2 | 0.0% | 0.0% | 311 | -114 | -62.64% | Q4 2025 | Jan 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 95 | 2 | 0.0% | 0.0% | 312 | +25 | 35.71% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 58 | 1 | 0.0% | — | 324 | +58 | New | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | New | 52 | 1 | 0.0% | — | 316 | +52 | New | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | Added to | 58 | 1 | 0.0% | — | 323 | +37 | 176.19% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 56 | 1 | 0.0% | 0.0% | 314 | +20 | 55.56% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 54 | 1 | 0.0% | 0.0% | 321 | +16 | 42.11% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 313 | -10 | -16.67% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 31 | 1 | 0.0% | — | 319 | +7 | 29.17% | Q4 2025 | Feb 02, 2026 |
| J.Safra Asset Management Corp | History | No change | 50 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 51 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 61 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -324,754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -107,332 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -92,739 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -67,163 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -63,082 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,070 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -59,119 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -41,413 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,531 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.77% | — | -33,955 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,007 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,493 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | Closed out | 0 | 0 | — | 0.01% | — | -23,600 | -100.0% | Q3 2025 | Feb 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 3.39% | — | -20,847 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.23% | — | -19,442 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Kesler, Norman & Wride, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,088 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -16,392 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -15,542 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,826 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,077 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,377 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,420 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,904 | -100.0% | Q3 2025 | Nov 17, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,155 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,760 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,499 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,704 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,210 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,163 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,854 | -100.0% | Q3 2025 | Nov 18, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,281 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -882 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -600 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -589 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Abound Wealth Management | History | Reduced | 5 | 0 | — | 0.0% | — | -293 | -98.32% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | Reduced | 14 | 0 | — | 0.0% | — | -250 | -94.7% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 10, 2025 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ankerstar Wealth, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Signature Equity Partners, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Trust Co | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 28 | 0 | — | — | — | +5 | 21.74% | Q4 2025 | Feb 13, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nemes Rush Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +2 | 18.18% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 27 | 0 | — | — | — | -1 | -3.57% | Q4 2025 | Jan 16, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 26 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Avion Wealth | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |