TREX CO INC - TREX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 10,425,992 | 365,743 | 0.01% | 0.01% | 1 | +210,394 | 2.06% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 9,820,336 | 344,497 | 0.0% | 0.01% | 2 | -139,498 | -1.4% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 7,225,393 | 253,466 | 0.04% | 0.02% | 3 | +5,251,297 | 266.01% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 6,503,478 | 228,142 | 0.07% | 0.12% | 4 | -1,040,447 | -13.79% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,895,534 | 136,655 | 0.07% | 0.05% | 5 | +2,297,533 | 143.78% | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 3,601,463 | 126,339 | 0.75% | — | 6 | +3,601,463 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,162,654 | 110,945 | 0.0% | 0.01% | 7 | -22,399 | -0.7% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,313,285 | 81,150 | 0.0% | 0.01% | 8 | +713,054 | 44.56% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 2,172,743 | 76,219 | 0.06% | 0.1% | 9 | -463,623 | -17.59% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,023,018 | 70,967 | 0.01% | 0.0% | 10 | +1,711,459 | 549.32% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,913,263 | 67,131 | 0.0% | 0.01% | 11 | +24,892 | 1.32% | Q4 2025 | Feb 09, 2026 |
| NORGES BANK | History | New | 1,793,154 | 62,903 | 0.01% | — | 12 | +1,793,154 | New | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,786,701 | 62,680 | 0.01% | 0.02% | 13 | +112,413 | 6.71% | Q4 2025 | Feb 12, 2026 |
| Impax Asset Management Group plc | History | Reduced | 1,783,815 | 62,576 | 0.39% | 0.58% | 14 | -150,766 | -7.79% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,771,660 | 62,149 | 0.03% | 0.0% | 15 | +1,714,834 | 3017.69% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,687,442 | 59,195 | 0.07% | — | 16 | +1,687,442 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,544,503 | 54,181 | 0.0% | 0.01% | 17 | +10,618 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 1,537,938 | 53,950 | 0.39% | — | 18 | +1,537,938 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,507,171 | 52,871 | 0.09% | 0.13% | 19 | +37,293 | 2.54% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,372,080 | 48,132 | 0.02% | 0.06% | 20 | -819,392 | -37.39% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,326,379 | 46,529 | 0.18% | — | 21 | +1,326,379 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 1,284,867 | 45,073 | 0.0% | 0.0% | 22 | +57,327 | 4.67% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,207,545 | 42,360 | 0.02% | 0.02% | 23 | +99,213 | 8.95% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,098,189 | 38,524 | 0.02% | 0.02% | 24 | +266,580 | 32.06% | Q4 2025 | Feb 02, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | Reduced | 1,007,236 | 35,333 | 0.68% | 0.97% | 25 | -28,371 | -2.74% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 980,027 | 34,379 | 0.01% | 0.0% | 26 | +677,905 | 224.38% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 978,918 | 34,340 | 0.01% | 0.01% | 27 | +109,597 | 12.61% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 976,612 | 34,259 | 0.05% | 0.02% | 28 | +747,238 | 325.77% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 850,596 | 29,838 | 0.0% | 0.01% | 29 | -170,828 | -16.72% | Q4 2025 | Feb 17, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 800,838 | 28,093 | 0.53% | 1.53% | 30 | -923,107 | -53.55% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 775,828 | 27,216 | 0.03% | 0.02% | 31 | +442,020 | 132.42% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 775,452 | 27,202 | 0.02% | — | 32 | +775,452 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 748,429 | 26,254 | 0.01% | 0.01% | 33 | +198,124 | 36.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 747,141 | 26,209 | 0.01% | 0.0% | 34 | +492,979 | 193.96% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 644,212 | 22,598 | 0.0% | 0.01% | 35 | -38,851 | -5.69% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 621,070 | 21,787 | 0.0% | 0.0% | 36 | +190,188 | 44.14% | Q4 2025 | Mar 25, 2026 |
| Woodline Partners LP | History | New | 620,488 | 21,766 | 0.08% | — | 37 | +620,488 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 599,105 | 21,016 | 0.0% | 0.01% | 38 | -38,962 | -6.11% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 574,500 | 20,153 | 0.04% | 0.01% | 39 | +464,700 | 423.22% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 567,866 | 19,920 | 0.11% | 0.12% | 40 | +145,153 | 34.34% | Q4 2025 | Jan 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 200,000 | 19,778 | 0.03% | 0.02% | 41 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 556,600 | 19,525 | 0.05% | 0.11% | 42 | -168,480 | -23.24% | Q4 2025 | Feb 17, 2026 |
| Hill City Capital, LP | History | New | 552,000 | 19,364 | 0.73% | — | 43 | +552,000 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 491,455 | 17,240 | 0.01% | 0.0% | 44 | +415,507 | 547.09% | Q4 2025 | Feb 10, 2026 |
| Long Pond Capital, LP | History | New | 484,286 | 16,988 | 2.0% | — | 45 | +484,286 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 455,858 | 15,991 | 0.01% | 0.01% | 46 | +46,396 | 11.33% | Q4 2025 | Feb 13, 2026 |
| TORONTO DOMINION BANK | History | New | 400,343 | 14,044 | 0.02% | — | 47 | +400,343 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 354,436 | 12,433 | 0.02% | 0.04% | 48 | -154,642 | -30.38% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 349,601 | 12,264 | 0.0% | 0.0% | 49 | +105,718 | 43.35% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 342,574 | 12,016 | 0.0% | 0.0% | 50 | +293,577 | 599.17% | Q4 2025 | Feb 17, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 319,484 | 11,207 | 0.06% | 0.08% | 51 | +37,000 | 13.1% | Q4 2025 | Feb 12, 2026 |
| Montanaro Asset Management Ltd | History | Reduced | 302,462 | 10,610 | 2.96% | 4.16% | 52 | -20,000 | -6.2% | Q4 2025 | Mar 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 300,345 | 10,537 | 0.01% | 0.01% | 53 | +150,565 | 100.52% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 297,227 | 10,426 | 0.04% | 0.0% | 54 | +278,576 | 1493.63% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | New | 291,400 | 10,222 | 0.02% | — | 55 | +291,400 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 290,943 | 10,206 | 0.01% | 0.01% | 56 | -2,559 | -0.87% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 287,265 | 10,077 | 0.0% | 0.0% | 57 | +80,261 | 38.77% | Q4 2025 | Feb 19, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 277,500 | 9,734 | 0.02% | 0.04% | 58 | -286,100 | -50.76% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 277,273 | 9,726 | 0.02% | 18.46% | 59 | +200,294 | 260.19% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 254,649 | 8,933 | 0.0% | 0.0% | 60 | +66,145 | 35.09% | Q4 2025 | Feb 11, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 252,509 | 8,858 | 0.05% | 0.12% | 61 | -163,882 | -39.36% | Q4 2025 | Feb 17, 2026 |
| Kanen Wealth Management LLC | History | New | 250,000 | 8,830 | 2.68% | — | 62 | +250,000 | New | Q4 2025 | Feb 18, 2026 |
| PineStone Asset Management Inc. | History | Reduced | 223,169 | 7,828 | 0.05% | 0.08% | 63 | -16,600 | -6.92% | Q4 2025 | Jan 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 214,353 | 7,519 | 0.01% | 0.07% | 64 | -873,254 | -80.29% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Added to | 212,308 | 7,447 | 0.16% | 0.01% | 65 | +204,239 | 2531.16% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 211,500 | 7,419 | 0.0% | 0.01% | 66 | +3,700 | 1.78% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 210,038 | 7,368 | 0.02% | 0.0% | 67 | +201,859 | 2468.02% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 209,902 | 7,363 | 0.02% | 0.01% | 68 | +152,206 | 263.81% | Q4 2025 | Feb 17, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | New | 208,976 | 7,330 | 1.51% | — | 69 | +208,976 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 198,504 | 6,963 | 0.0% | 0.01% | 70 | +32,393 | 19.5% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 187,325 | 6,571 | 0.0% | 0.01% | 71 | -215,020 | -53.44% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 186,332 | 6,536 | 0.01% | 0.02% | 72 | -167,245 | -47.3% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 184,736 | 6,480 | 0.0% | — | 73 | +184,736 | New | Q4 2025 | Feb 13, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 174,413 | 6,243 | 0.19% | 0.29% | 74 | -40,676 | -18.91% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 171,768 | 6,025 | 0.01% | 0.01% | 75 | +122,546 | 248.97% | Q4 2025 | Feb 17, 2026 |
| OSSIAM | History | New | 169,405 | 5,942 | 0.12% | — | 76 | +169,405 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 166,389 | 5,836 | 0.0% | 0.0% | 77 | +34,387 | 26.05% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 157,908 | 5,539 | 0.01% | — | 78 | +157,908 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 153,613 | 5,388 | 0.0% | 0.0% | 79 | -12,426 | -7.48% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 150,938 | 5,294 | 0.05% | — | 80 | +150,938 | New | Q4 2025 | Feb 09, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 150,553 | 5,281 | 0.35% | 0.11% | 81 | +116,512 | 342.27% | Q4 2025 | Feb 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | New | 149,836 | 5,256 | 0.27% | — | 82 | +149,836 | New | Q4 2025 | Jan 27, 2026 |
| Quantbot Technologies LP | History | New | 146,579 | 5,141 | 0.17% | — | 83 | +146,579 | New | Q4 2025 | Feb 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 144,490 | 5,068 | 0.05% | — | 84 | +144,490 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 142,170 | 4,987 | 0.0% | 0.0% | 85 | +5,424 | 3.97% | Q4 2025 | Feb 11, 2026 |
| Bridgewater Associates, LP | History | Added to | 140,305 | 4,921 | 0.02% | 0.0% | 86 | +124,494 | 787.39% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 138,257 | 4,850 | 0.0% | 0.01% | 87 | +5,768 | 4.35% | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 136,367 | 4,792 | 0.09% | — | 88 | +136,367 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 132,528 | 4,748 | 0.01% | — | 89 | +132,528 | New | Q4 2025 | Jan 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 131,215 | 4,603 | 0.01% | 0.07% | 90 | -341,931 | -72.27% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 128,723 | 4,515 | 0.01% | 0.02% | 91 | -929 | -0.72% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 122,870 | 4,313 | 0.01% | 0.0% | 92 | +89,216 | 265.1% | Q4 2025 | Feb 13, 2026 |
| Alpine Peaks Capital, LP | History | Reduced | 122,839 | 4,309 | 4.1% | 5.57% | 93 | -1,236 | -1.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 117,647 | 4,127 | 0.02% | — | 94 | +117,647 | New | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 113,175 | 3,970 | 0.08% | 0.12% | 95 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 108,954 | 3,822 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 107,495 | 3,770 | 0.0% | 0.0% | 97 | +25,782 | 31.55% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 106,070 | 3,720 | 0.1% | — | 98 | +106,070 | New | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 103,890 | 3,644 | 0.01% | 0.01% | 99 | +72,509 | 231.06% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 103,603 | 3,634 | 0.0% | 0.0% | 100 | +91,018 | 723.23% | Q4 2025 | Jan 09, 2026 |
| Cerity Partners LLC | History | Added to | 102,217 | 3,585 | 0.01% | 0.01% | 101 | +28,837 | 39.3% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 102,132 | 3,582 | 0.0% | 0.01% | 102 | -111 | -0.11% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 101,673 | 3,566 | 0.01% | 0.01% | 103 | -5,290 | -4.95% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 101,027 | 3,544 | 0.01% | 0.01% | 104 | +14,317 | 16.51% | Q4 2025 | Feb 13, 2026 |
| Park State Asset Management | History | Reduced | 96,898 | 3,399 | 2.28% | 3.76% | 105 | -9,215 | -8.68% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 95,451 | 3,349 | 0.0% | 0.0% | 106 | -645,280 | -87.11% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 95,394 | 3,347 | 0.0% | — | 107 | +95,394 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 95,130 | 3,337 | 0.0% | 0.0% | 108 | -361,298 | -79.16% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | Added to | 94,620 | 3,319 | 0.09% | 0.09% | 109 | +60,898 | 180.59% | Q4 2025 | Feb 17, 2026 |
| Soviero Asset Management, LP | History | Added to | 92,000 | 3,227 | 1.55% | 1.23% | 110 | +46,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 90,892 | 3,188 | 0.0% | 0.0% | 111 | -105,806 | -53.79% | Q4 2025 | Feb 17, 2026 |
| MAIRS & POWER INC | History | Added to | 90,652 | 3,180 | 0.03% | 0.03% | 112 | +27,314 | 43.12% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 88,894 | 3,118 | 0.01% | — | 113 | +88,894 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 85,995 | 3,017 | 0.01% | 0.0% | 114 | +55,495 | 181.95% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 84,170 | 2,952 | 0.04% | 0.04% | 115 | +26,818 | 46.76% | Q4 2025 | Jan 29, 2026 |
| Holocene Advisors, LP | History | Added to | 80,405 | 2,820 | 0.01% | 0.01% | 116 | +25,990 | 47.76% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 78,304 | 2,746 | 0.0% | 0.01% | 117 | -181,275 | -69.83% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 77,050 | 2,702 | 0.0% | 0.0% | 118 | -24,180 | -23.89% | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | New | 73,100 | 2,564 | 0.02% | — | 119 | +73,100 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 72,095 | 2,529 | 0.01% | 0.01% | 120 | -3,460 | -4.58% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 69,509 | 2,438 | 0.01% | 0.01% | 121 | +30,191 | 76.79% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 68,812 | 2,428 | 0.0% | 0.0% | 122 | +33,991 | 97.62% | Q4 2025 | Mar 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 67,092 | 2,353 | 0.01% | 0.01% | 123 | -4,482 | -6.26% | Q4 2025 | Feb 17, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Reduced | 67,001 | 2,350 | 0.76% | 1.15% | 124 | -286 | -0.43% | Q4 2025 | Jan 08, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 65,520 | 2,298 | 2.82% | 0.08% | 125 | -13,800 | -17.4% | Q4 2025 | Feb 25, 2026 |
| ExodusPoint Capital Management, LP | History | New | 65,032 | 2,281 | 0.02% | — | 126 | +65,032 | New | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 61,992 | 2,174 | 0.0% | 0.01% | 127 | -13,906 | -18.32% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 61,558 | 2,159 | 0.0% | 0.01% | 128 | -22,549 | -26.81% | Q4 2025 | Feb 12, 2026 |
| EMG Holdings, L.P. | History | New | 60,000 | 2,104 | 1.56% | — | 129 | +60,000 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 59,872 | 2,098 | 0.0% | 0.01% | 130 | -19,467 | -24.54% | Q4 2025 | Feb 13, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | History | Reduced | 58,969 | 2,068 | 0.1% | 1.86% | 131 | -19,535,483 | -99.7% | Q4 2025 | Feb 17, 2026 |
| Alden Global Capital LLC | History | New | 57,000 | 1,999 | 0.94% | — | 132 | +57,000 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 55,347 | 1,941 | 0.0% | 0.0% | 133 | +39,870 | 257.61% | Q4 2025 | Feb 11, 2026 |
| American Trust Investment Advisors, LLC | History | Reduced | 54,660 | 1,917 | 1.03% | 1.55% | 134 | -3,475 | -5.98% | Q4 2025 | Feb 17, 2026 |
| Heron Bay Capital Management | History | New | 53,095 | 1,862 | 0.36% | — | 135 | +53,095 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 52,419 | 1,838 | 0.0% | 0.0% | 136 | -186,529 | -78.06% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 52,397 | 1,838 | 0.01% | 0.01% | 137 | -2,709 | -4.92% | Q4 2025 | Feb 12, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 51,966 | 1,822 | 0.04% | 0.06% | 138 | -500 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 51,677 | 1,813 | 0.0% | 0.01% | 139 | -23,526 | -31.28% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 47,149 | 1,776 | 0.0% | 0.0% | 140 | +19,688 | 71.69% | Q4 2025 | Jan 08, 2026 |
| GABELLI FUNDS LLC | History | New | 50,000 | 1,754 | 0.01% | — | 141 | +50,000 | New | Q4 2025 | Feb 05, 2026 |
| Engineers Gate Manager LP | History | Reduced | 49,660 | 1,742 | 0.02% | 0.1% | 142 | -111,138 | -69.12% | Q4 2025 | Feb 17, 2026 |
| Erste Asset Management GmbH | History | Reduced | 48,010 | 1,704 | 0.01% | 0.11% | 143 | -174,741 | -78.45% | Q4 2025 | Feb 11, 2026 |
| Weiss Asset Management LP | History | New | 48,390 | 1,697 | 0.02% | — | 144 | +48,390 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 48,275 | 1,693 | 0.01% | 0.02% | 145 | -656 | -1.34% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | Added to | 47,866 | 1,679 | 0.0% | 0.0% | 146 | +36,656 | 326.99% | Q4 2025 | Feb 13, 2026 |
| Masterton Capital Management, LP | History | Reduced | 47,811 | 1,677 | 1.17% | 4.4% | 147 | -107,400 | -69.2% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 47,017 | 1,649 | 0.0% | 0.0% | 148 | +23,612 | 100.88% | Q4 2025 | Feb 18, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 46,833 | 1,642 | 0.14% | 0.33% | 149 | -17,963 | -27.72% | Q4 2025 | Feb 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 46,527 | 1,630 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 45,968 | 1,612 | 0.0% | 0.01% | 151 | -430,570 | -90.35% | Q4 2025 | Feb 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 45,558 | 1,598 | 0.01% | 0.02% | 152 | -1,594 | -3.38% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 44,702 | 1,568 | 0.01% | 0.01% | 153 | -3,271 | -6.82% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 44,637 | 1,565 | 0.02% | 0.03% | 154 | -4,887 | -9.87% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 44,003 | 1,544 | 0.0% | 0.09% | 155 | -862,889 | -95.15% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 43,751 | 1,534 | 0.0% | 0.1% | 156 | -2,505,901 | -98.28% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 43,700 | 1,532 | 0.0% | 0.0% | 158 | +16,100 | 58.33% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 43,679 | 1,532 | 0.0% | 0.0% | 157 | -1,967 | -4.31% | Q4 2025 | Feb 12, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 42,804 | 1,501 | 0.6% | 1.2% | 159 | -14,288 | -25.03% | Q4 2025 | Jan 06, 2026 |
| South Dakota Investment Council | History | Reduced | 42,464 | 1,490 | 0.03% | 0.05% | 160 | -3,400 | -7.41% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,413 | 1,427 | 0.02% | 0.02% | 161 | -653 | -1.92% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 40,459 | 1,419 | 0.0% | 0.0% | 162 | +7,637 | 23.27% | Q4 2025 | Jan 27, 2026 |
| Havemeyer Place LP | History | New | 40,404 | 1,417 | 0.28% | — | 163 | +40,404 | New | Q4 2025 | Feb 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 40,285 | 1,413 | 0.02% | 0.03% | 164 | +285 | 0.71% | Q4 2025 | Feb 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 38,466 | 1,349 | 0.02% | 0.02% | 165 | +9,569 | 33.11% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 31,055 | 1,286 | 0.0% | 0.01% | 166 | -1,330 | -4.11% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 36,400 | 1,276 | 0.0% | 0.0% | 167 | +26,374 | 263.06% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 36,144 | 1,267 | 0.0% | 0.01% | 168 | -8,454 | -18.96% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | New | 36,109 | 1,266 | 0.15% | — | 169 | +36,109 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 35,785 | 1,255 | 0.01% | 0.11% | 170 | -169,816 | -82.59% | Q4 2025 | Feb 17, 2026 |
| Monte Financial Group, LLC | History | Added to | 35,248 | 1,236 | 0.46% | 0.49% | 171 | +9,667 | 37.79% | Q4 2025 | Jan 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 35,166 | 1,233 | 0.04% | 0.06% | 172 | -1,945 | -5.24% | Q4 2025 | Feb 11, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 34,154 | 1,198 | 0.04% | — | 173 | +34,154 | New | Q4 2025 | Feb 09, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 33,224 | 1,165 | 0.18% | — | 175 | +33,224 | New | Q4 2025 | Feb 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 33,208 | 1,165 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 32,905 | 1,154 | 0.01% | 0.04% | 176 | -31,909 | -49.23% | Q4 2025 | Feb 02, 2026 |
| MIROVA | History | Reduced | 32,797 | 1,150 | 0.17% | 0.28% | 177 | -5,319 | -13.95% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 31,995 | 1,122 | 0.01% | — | 178 | +31,995 | New | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 31,118 | 1,091 | 0.03% | — | 179 | +31,118 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 30,891 | 1,084 | 0.09% | — | 180 | +30,891 | New | Q4 2025 | Feb 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 30,833 | 1,082 | 0.0% | 0.03% | 181 | -1,012,423 | -97.04% | Q4 2025 | Feb 19, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 30,486 | 1,069 | 0.0% | 0.0% | 182 | +29,186 | 2245.08% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 29,957 | 1,050 | 0.01% | 0.01% | 183 | -1,772 | -5.58% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 29,700 | 1,041 | 0.02% | 0.03% | 184 | -200 | -0.67% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 29,637 | 1,039 | 0.0% | 0.04% | 185 | -200,514 | -87.12% | Q4 2025 | Jan 29, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 29,257 | 1,026 | 0.01% | 0.02% | 186 | -5,438 | -15.67% | Q4 2025 | Jan 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 28,720 | 1,009 | 0.0% | 0.0% | 187 | +9,682 | 50.86% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 28,632 | 1,004 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MOUNT VERNON ASSOCIATES INC /MD/ | History | Reduced | 28,600 | 1,003 | 0.67% | 1.06% | 189 | -850 | -2.89% | Q4 2025 | Jan 22, 2026 |
| Polar Asset Management Partners Inc. | History | New | 28,300 | 992 | 0.01% | — | 190 | +28,300 | New | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | New | 28,200 | 989 | 0.01% | — | 191 | +28,200 | New | Q4 2025 | Feb 19, 2026 |
| ALGERT GLOBAL LLC | History | New | 27,420 | 962 | 0.01% | — | 192 | +27,420 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 26,840 | 941 | 0.0% | 0.01% | 193 | -681 | -2.47% | Q4 2025 | Feb 10, 2026 |
| AXQ CAPITAL, LP | History | New | 26,272 | 921 | 0.21% | — | 194 | +26,272 | New | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 26,039 | 913 | 0.03% | 0.09% | 195 | -67,776 | -72.24% | Q4 2025 | Feb 17, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 25,558 | 896 | 0.12% | 0.2% | 196 | -1,400 | -5.19% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 25,463 | 893 | 0.0% | 0.0% | 197 | -13,500 | -34.65% | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 25,322 | 888 | 0.0% | 0.01% | 198 | -200 | -0.78% | Q4 2025 | Jan 29, 2026 |
| WINTON GROUP Ltd | History | Added to | 24,942 | 874 | 0.03% | 0.04% | 199 | +5,635 | 29.19% | Q4 2025 | Feb 11, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 24,725 | 867 | 0.03% | 0.06% | 200 | -2,709 | -9.87% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,698 | 866 | 0.0% | 0.0% | 201 | +3,491 | 16.46% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 24,460 | 858 | 0.0% | 0.0% | 202 | +9,160 | 59.87% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 23,998 | 841 | 0.01% | 0.02% | 203 | +96 | 0.4% | Q4 2025 | Feb 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 23,150 | 812 | 0.02% | — | 204 | +23,150 | New | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | New | 23,055 | 808 | 0.02% | — | 205 | +23,055 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 23,000 | 806 | 0.0% | 0.0% | 206 | +900 | 4.07% | Q4 2025 | Jan 28, 2026 |
| Brooklyn Investment Group | History | New | 22,297 | 791 | 0.04% | — | 207 | +22,297 | New | Q4 2025 | Feb 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 22,400 | 786 | 0.02% | 0.04% | 208 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 21,420 | 751 | 0.14% | 0.25% | 210 | -4,200 | -16.39% | Q4 2025 | Jan 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 21,424 | 751 | 0.01% | 0.01% | 209 | -200 | -0.92% | Q4 2025 | Feb 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 20,586 | 722 | 0.01% | — | 211 | +20,586 | New | Q4 2025 | Feb 17, 2026 |
| Laurus Global Equity Management Inc. | History | Reduced | 20,580 | 721 | 0.59% | 0.95% | 213 | -6,390 | -23.69% | Q4 2025 | Jan 28, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 20,568 | 721 | 0.09% | 0.13% | 212 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Headlands Technologies LLC | History | New | 19,642 | 689 | 0.06% | — | 214 | +19,642 | New | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 18,889 | 662 | 0.03% | — | 215 | +18,889 | New | Q4 2025 | Feb 17, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 18,632 | 653 | 0.6% | 0.83% | 216 | +1,879 | 11.22% | Q4 2025 | Jan 07, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 17,866 | 626 | 0.04% | 0.28% | 217 | -120,387 | -87.08% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 17,683 | 620 | 0.0% | 0.0% | 218 | +1,400 | 8.6% | Q4 2025 | Jan 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 17,661 | 619 | 0.0% | — | 219 | +17,661 | New | Q4 2025 | Feb 17, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 17,081 | 599 | 0.35% | 0.72% | 220 | -5,933 | -25.78% | Q4 2025 | Jan 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 16,171 | 567 | 0.01% | 0.01% | 221 | +1,927 | 13.53% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 15,970 | 560 | 0.0% | 0.0% | 222 | -82,523 | -83.79% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,552 | 545 | 0.0% | 0.0% | 223 | -978 | -5.92% | Q4 2025 | Feb 12, 2026 |
| Alchemi Wealth, LLC | History | New | 15,325 | 537 | 0.29% | — | 224 | +15,325 | New | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | New | 15,253 | 535 | 0.0% | — | 225 | +15,253 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 14,333 | 502 | 0.01% | 0.06% | 226 | -48,889 | -77.33% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 14,137 | 495 | 0.0% | — | 228 | +14,137 | New | Q4 2025 | Feb 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 14,122 | 495 | 0.02% | 0.03% | 227 | -1,500 | -9.6% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 14,059 | 493 | 0.0% | 0.06% | 229 | -744,485 | -98.15% | Q4 2025 | Feb 10, 2026 |
| Cynosure Group, LLC | History | New | 14,032 | 492 | 0.05% | — | 230 | +14,032 | New | Q4 2025 | Feb 17, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 13,829 | 485 | 0.14% | 0.2% | 231 | +1,000 | 7.79% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 13,759 | 482 | 0.0% | — | 232 | +13,759 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Reduced | 13,600 | 477 | 0.0% | 0.0% | 233 | -2,752 | -16.83% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 13,003 | 468 | 0.0% | 0.0% | 234 | +8,575 | 193.65% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,258 | 465 | 0.0% | 0.0% | 235 | +8,868 | 202.0% | Q4 2025 | Jan 26, 2026 |
| Inspire Investing, LLC | History | Added to | 13,283 | 465 | 0.04% | 0.04% | 236 | +4,444 | 50.28% | Q4 2025 | Feb 17, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 13,175 | 462 | 0.09% | 0.14% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 12,957 | 454 | 0.01% | 0.01% | 238 | +6,782 | 109.83% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 12,825 | 449 | 0.0% | 0.0% | 239 | -1,315 | -9.3% | Q4 2025 | Feb 24, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 12,718 | 446 | 0.0% | 0.01% | 240 | -40,134 | -75.94% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,052 | 422 | 0.0% | 0.0% | 241 | +8,175 | 210.86% | Q4 2025 | Mar 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,978 | 420 | 0.0% | 0.0% | 242 | -53,386 | -81.67% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,659 | 409 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 11,473 | 402 | 0.0% | 0.01% | 244 | -95,466 | -89.27% | Q4 2025 | Feb 13, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 11,264 | 395 | 0.13% | 0.11% | 245 | +6,199 | 122.39% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | New | 9,163 | 389 | 0.01% | — | 246 | +9,163 | New | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 10,945 | 384 | 0.01% | 0.0% | 247 | +9,691 | 772.81% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,954 | 384 | 0.01% | 0.01% | 248 | -1,160 | -9.58% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | New | 10,817 | 379 | 0.08% | — | 249 | +10,817 | New | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,731 | 376 | 0.0% | 0.02% | 250 | -40,904 | -79.22% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,711 | 375 | 0.0% | 0.01% | 251 | -800 | -6.95% | Q4 2025 | Jan 23, 2026 |
| Quinn Opportunity Partners LLC | History | New | 10,600 | 371 | 0.02% | — | 252 | +10,600 | New | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 10,464 | 367 | 0.02% | 0.03% | 253 | -1,201 | -10.3% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Added to | 10,316 | 361 | 0.03% | 0.0% | 254 | +10,197 | 8568.91% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,163 | 356 | 0.0% | 0.01% | 255 | -388 | -3.68% | Q4 2025 | Feb 02, 2026 |
| XPONANCE LLC | History | Reduced | 9,909 | 347 | 0.0% | 0.0% | 256 | -2,021 | -16.94% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 9,628 | 337 | 0.01% | 0.01% | 257 | +5,062 | 110.86% | Q4 2025 | Jan 27, 2026 |
| Premier Fund Managers Ltd | History | Added to | 9,451 | 336 | 0.02% | 0.01% | 258 | +6,321 | 201.95% | Q4 2025 | Feb 03, 2026 |
| Penserra Capital Management LLC | History | Added to | 9,280 | 325 | 0.0% | 0.0% | 259 | +4,286 | 85.82% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,123 | 320 | 0.0% | 0.0% | 260 | -40 | -0.44% | Q4 2025 | Feb 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 9,019 | 316 | 0.0% | 0.0% | 261 | -1,681 | -15.71% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,886 | 311 | 0.0% | 0.0% | 262 | +4,514 | 103.25% | Q4 2025 | Feb 03, 2026 |
| Ibex Investors LLC | History | New | 8,800 | 308 | 0.22% | — | 263 | +8,800 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,528 | 299 | 0.0% | 0.0% | 264 | +1,807 | 26.89% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 7,784 | 281 | 0.01% | — | 265 | +7,784 | New | Q4 2025 | Jan 08, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 8,003 | 280 | 0.09% | 0.23% | 266 | -6,418 | -44.5% | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,980 | 279 | 0.01% | 0.02% | 267 | -1,213 | -13.19% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 7,955 | 279 | 0.02% | 0.03% | 268 | -348 | -4.19% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,934 | 278 | 0.0% | 0.0% | 269 | -554 | -6.53% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,873 | 276 | 0.0% | 0.01% | 270 | -230,847 | -96.7% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,500 | 273 | 0.01% | 0.01% | 272 | -2,546 | -28.15% | Q4 2025 | Jan 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 7,795 | 273 | 0.01% | 0.01% | 271 | -236 | -2.94% | Q4 2025 | Feb 04, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 7,700 | 270 | 0.08% | 0.14% | 273 | -400 | -4.94% | Q4 2025 | Feb 10, 2026 |
| FORA Capital, LLC | History | New | 7,590 | 266 | 0.03% | — | 274 | +7,590 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,506 | 263 | 0.0% | — | 275 | +7,506 | New | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 7,500 | 263 | 0.15% | 0.25% | 276 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Harrington Investments, INC | History | Reduced | 7,217 | 253 | 0.13% | 0.24% | 277 | -1,910 | -20.93% | Q4 2025 | Jan 13, 2026 |
| Larson Financial Group LLC | History | Added to | 7,204 | 252 | 0.01% | 0.01% | 278 | +1,574 | 27.96% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,063 | 247 | 0.0% | 0.0% | 279 | +11 | 0.16% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 6,960 | 244 | 0.0% | — | 280 | +6,960 | New | Q4 2025 | Feb 11, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 6,789 | 238 | 0.02% | 0.02% | 281 | +2,491 | 57.96% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,742 | 236 | 0.0% | 0.0% | 282 | -2,188 | -24.5% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | New | 6,632 | 232 | 0.0% | — | 284 | +6,632 | New | Q4 2025 | Feb 18, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,634 | 232 | 0.0% | 0.01% | 283 | -575 | -7.98% | Q4 2025 | Feb 03, 2026 |
| Daiwa Securities Group Inc. | History | New | 6,589 | 231 | 0.0% | — | 285 | +6,589 | New | Q4 2025 | Feb 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 6,490 | 228 | 0.05% | 0.27% | 287 | -24,037 | -78.74% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,523 | 228 | 0.0% | 0.0% | 286 | -2,705 | -29.31% | Q4 2025 | Jan 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 6,486 | 227 | 0.0% | 0.0% | 288 | -3,975 | -38.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,461 | 226 | 0.0% | 0.0% | 289 | -5,172 | -44.46% | Q4 2025 | Feb 06, 2026 |
| Oak Thistle LLC | History | New | 6,394 | 224 | 0.03% | — | 290 | +6,394 | New | Q4 2025 | Jan 21, 2026 |
| Fiduciary Planning LLC | History | No change | 6,400 | 224 | 0.07% | 0.1% | 291 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Centiva Capital, LP | History | New | 6,355 | 222 | 0.0% | — | 292 | +6,355 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,309 | 221 | 0.0% | 0.0% | 294 | +5,938 | 1600.54% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,312 | 221 | 0.0% | 0.0% | 293 | -285 | -4.32% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,260 | 219 | 0.0% | 0.0% | 295 | +3,810 | 155.51% | Q4 2025 | Mar 16, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 6,161 | 216 | 0.01% | 0.02% | 296 | -3,260 | -34.6% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | New | 6,126 | 214 | 0.0% | — | 297 | +6,126 | New | Q4 2025 | Jan 28, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 6,084 | 213 | 0.02% | — | 299 | +6,084 | New | Q4 2025 | Feb 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 6,088 | 213 | 0.02% | 0.04% | 298 | -359 | -5.57% | Q4 2025 | Jan 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,005 | 210 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| M&T BANK CORP | History | New | 5,870 | 205 | 0.0% | — | 301 | +5,870 | New | Q4 2025 | Jan 30, 2026 |
| WEXFORD CAPITAL LP | History | New | 5,851 | 205 | 0.04% | — | 302 | +5,851 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,763 | 202 | 0.0% | 0.0% | 303 | -833 | -12.63% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | New | 5,710 | 200 | 0.01% | — | 306 | +5,710 | New | Q4 2025 | Jan 14, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 5,710 | 200 | 0.01% | 0.01% | 304 | -4,329 | -43.12% | Q4 2025 | Feb 06, 2026 |
| Utah Retirement Systems | History | No change | 5,713 | 200 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,490 | 192 | 0.0% | 0.01% | 307 | +735 | 15.46% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,278 | 185 | 0.01% | 0.0% | 308 | +4,116 | 354.22% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 5,063 | 177 | 0.0% | 0.0% | 309 | +1,008 | 24.86% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 4,975 | 174 | 0.01% | 0.01% | 310 | -110 | -2.16% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,798 | 168 | 0.0% | 0.02% | 311 | -553,922 | -99.14% | Q4 2025 | Feb 10, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 4,795 | 168 | 0.11% | 0.45% | 312 | -7,775 | -61.85% | Q4 2025 | Feb 02, 2026 |
| Byrne Asset Management LLC | History | Added to | 4,196 | 147 | 0.08% | 0.04% | 313 | +3,026 | 258.63% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,084 | 143 | 0.01% | 0.0% | 314 | +2,567 | 169.22% | Q4 2025 | Feb 06, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 3,816 | 135 | 0.0% | 0.0% | 315 | +1,103 | 40.66% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 3,733 | 130 | 0.0% | — | 316 | +3,733 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,533 | 123 | 0.0% | 0.0% | 317 | +1,439 | 68.72% | Q4 2025 | Feb 17, 2026 |
| M&G Plc | History | No change | 3,511 | 122 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 3,092 | 108 | 0.0% | 0.0% | 319 | +925 | 42.69% | Q4 2025 | Jan 23, 2026 |
| KBC Group NV | History | Reduced | 2,956 | 104 | 0.0% | 0.01% | 320 | -56,748 | -95.05% | Q4 2025 | Jan 26, 2026 |
| WPG Advisers, LLC | History | No change | 2,659 | 93 | 0.07% | 0.11% | 321 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STRS OHIO | History | Added to | 2,556 | 89 | 0.0% | 0.0% | 322 | +5 | 0.2% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 2,185 | 76 | 0.0% | 0.0% | 323 | +901 | 70.17% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 1,905 | 67 | 0.04% | 0.0% | 324 | +1,775 | 1365.38% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,909 | 66 | 0.0% | — | 325 | +1,909 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,770 | 62 | 0.0% | 0.01% | 326 | -3,300 | -65.09% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Reduced | 1,656 | 58 | 0.0% | 0.01% | 327 | -13,109 | -88.78% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,362 | 47 | 0.0% | 0.0% | 328 | -5,248 | -79.39% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,317 | 46 | 0.0% | — | 329 | +1,317 | New | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,226 | 43 | 0.0% | 0.0% | 330 | +296 | 31.83% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,194 | 41 | 0.0% | 0.0% | 331 | +201 | 20.24% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,020 | 35 | 0.0% | 0.01% | 332 | -7,806 | -88.44% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Reduced | 985 | 34 | 0.0% | 0.03% | 333 | -3,386 | -77.47% | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | New | 932 | 32 | 0.01% | — | 336 | +932 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 914 | 32 | 0.0% | 0.0% | 335 | -302 | -24.84% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 915 | 32 | 0.0% | 0.0% | 334 | +115 | 14.37% | Q4 2025 | Jan 27, 2026 |
| Eukles Asset Management | History | No change | 891 | 31 | 0.01% | 0.02% | 337 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| V-Square Quantitative Management LLC | History | New | 764 | 26 | 0.0% | — | 338 | +764 | New | Q4 2025 | Jan 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 524 | 25 | 0.0% | — | 339 | +524 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 706 | 24 | 0.0% | 0.0% | 340 | -794 | -52.93% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 663 | 23 | 0.0% | 0.0% | 341 | +280 | 73.11% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 607 | 21 | 0.0% | 0.0% | 342 | +128 | 26.72% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 625 | 21 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 600 | 21 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 588 | 20 | 0.0% | 0.0% | 346 | -600 | -50.51% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 594 | 20 | 0.0% | — | 347 | +586 | 7325.0% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | New | 581 | 20 | 0.0% | — | 345 | +581 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 487 | 17 | 0.0% | 0.0% | 348 | +173 | 55.1% | Q4 2025 | Feb 09, 2026 |
| Activest Wealth Management | History | New | 482 | 16 | 0.0% | — | 349 | +482 | New | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 452 | 15 | 0.0% | — | 350 | +452 | New | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 402 | 14 | 0.0% | 0.0% | 353 | -382 | -48.72% | Q4 2025 | Jan 16, 2026 |
| HM PAYSON & CO | History | Reduced | 400 | 14 | 0.0% | 0.0% | 351 | -100 | -20.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 392 | 14 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Boreal Capital Management LLC | History | No change | 400 | 14 | 0.01% | 0.02% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 320 | 11 | 0.0% | 0.3% | 355 | -628,388 | -99.95% | Q4 2025 | Jan 15, 2026 |
| Quarry LP | History | Added to | 323 | 11 | 0.0% | 0.0% | 357 | +109 | 50.93% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 321 | 11 | 0.0% | 0.0% | 356 | +102 | 46.58% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | New | 309 | 10 | 0.0% | — | 358 | +309 | New | Q4 2025 | Feb 06, 2026 |
| DV Trading LLC | History | New | 300 | 10 | 0.0% | — | 359 | +300 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 265 | 9 | 0.0% | 0.0% | 360 | -8,269 | -96.89% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 276 | 9 | 0.0% | 0.0% | 361 | -2,239 | -89.03% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 256 | 8 | 0.0% | 0.01% | 363 | -1,743 | -87.19% | Q4 2025 | Jan 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 248 | 8 | 0.0% | 0.0% | 362 | -38 | -13.29% | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 200 | 7 | 0.0% | — | 366 | +200 | New | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 7 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CGC Financial Services, LLC | History | No change | 212 | 7 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 190 | 6 | 0.0% | 0.01% | 371 | -2,166 | -91.94% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 198 | 6 | 0.0% | — | 369 | +198 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 196 | 6 | 0.0% | 0.0% | 370 | -178 | -47.59% | Q4 2025 | Feb 10, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 175 | 6 | 0.0% | 0.0% | 367 | +70 | 66.67% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 192 | 6 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 167 | 5 | 0.0% | 0.0% | 373 | -77 | -31.56% | Q4 2025 | Jan 07, 2026 |
| Smithfield Trust Co | History | No change | 130 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 153 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 115 | 4 | 0.0% | 0.0% | 377 | -12,266 | -99.07% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 127 | 4 | 0.0% | 0.0% | 375 | -190 | -59.94% | Q4 2025 | Jan 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 120 | 4 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 88 | 3 | 0.0% | 0.0% | 382 | -165 | -65.22% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | New | 112 | 3 | 0.0% | — | 383 | +112 | New | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 100 | 3 | 0.0% | — | 381 | +100 | New | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 100 | 3 | 0.0% | 0.0% | 379 | +50 | 100.0% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 3 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 89 | 3 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Torren Management, LLC | History | New | 78 | 2 | 0.0% | — | 390 | +78 | New | Q4 2025 | Jan 30, 2026 |
| CURIO WEALTH, LLC | History | New | 62 | 2 | 0.0% | — | 389 | +62 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Watch Advisors, INC | History | New | 60 | 2 | 0.0% | — | 388 | +60 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 59 | 2 | 0.0% | 0.0% | 386 | +33 | 126.92% | Q4 2025 | Jan 15, 2026 |
| Sachetta, LLC | History | Added to | 68 | 2 | 0.0% | 0.0% | 387 | +31 | 83.78% | Q4 2025 | Feb 02, 2026 |
| ADIRONDACK TRUST CO | History | No change | 65 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 47 | 1 | 0.0% | — | 398 | +47 | New | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 54 | 1 | 0.0% | — | 405 | +39 | 260.0% | Q4 2025 | Feb 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 38 | 1 | 0.0% | — | 401 | +38 | New | Q4 2025 | Feb 18, 2026 |
| SouthState Bank Corp | History | Added to | 46 | 1 | 0.0% | — | 391 | +36 | 360.0% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | New | 36 | 1 | 0.0% | — | 395 | +36 | New | Q4 2025 | Jan 23, 2026 |
| Principia Wealth Advisory, LLC | History | New | 34 | 1 | 0.0% | — | 404 | +34 | New | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 33 | 1 | 0.0% | — | 400 | +33 | New | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 50 | 1 | 0.0% | 0.0% | 399 | +20 | 66.67% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 52 | 1 | 0.0% | 0.0% | 396 | +19 | 57.58% | Q4 2025 | Feb 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 392 | -16 | -27.59% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 30 | 1 | 0.0% | — | 393 | +15 | 100.0% | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 394 | -11 | -21.57% | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | Added to | 43 | 1 | 0.0% | 0.0% | 402 | +1 | 2.38% | Q4 2025 | Feb 06, 2026 |
| NVWM, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | No change | 36 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Anomaly Capital Management, LP | History | Closed out | 0 | 0 | — | 3.51% | — | -2,307,739 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Conestoga Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 1.57% | — | -1,894,949 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Madison Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -1,893,081 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.1% | — | -1,652,402 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.22% | — | -1,589,735 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Liontrust Investment Partners LLP | History | Closed out | 0 | 0 | — | 1.01% | — | -1,332,051 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -705,297 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stephens Investment Management Group LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -699,776 | -100.0% | Q3 2025 | Oct 28, 2025 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -639,397 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pembroke Management, LTD | History | Closed out | 0 | 0 | — | 2.44% | — | -476,311 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Aperture Investors, LLC | History | Closed out | 0 | 0 | — | 2.88% | — | -406,610 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ophir Asset Management Pty Ltd | History | Closed out | 0 | 0 | — | 2.55% | — | -398,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -329,124 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.58% | — | -280,737 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.46% | — | -195,296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -169,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -166,809 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Summit Creek Advisors LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -149,835 | -100.0% | Q3 2025 | Oct 24, 2025 |
| GW&K Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -125,754 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BLI - Banque de Luxembourg Investments | History | Closed out | 0 | 0 | — | 0.17% | — | -116,100 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -92,526 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.22% | — | -89,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -73,805 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -72,578 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -70,026 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -69,944 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Night Squared LP | History | Closed out | 0 | 0 | — | 1.3% | — | -69,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -69,467 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -53,987 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -51,062 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -50,186 | -100.0% | Q3 2025 | Oct 28, 2025 |
| EULAV Asset Management | History | Closed out | 0 | 0 | — | 0.06% | — | -48,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Grandeur Peak Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -44,286 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,566 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -36,044 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,396 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -33,453 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Peloton Wealth Strategists | History | Closed out | 0 | 0 | — | 0.65% | — | -31,855 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -25,020 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -24,375 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.12% | — | -23,311 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Putney Financial Group LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -23,305 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OAK RIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -21,530 | -100.0% | Q3 2025 | Oct 29, 2025 |
| OSTRUM ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.04% | — | -17,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.31% | — | -17,061 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,814 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,282 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,060 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,969 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,945 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -12,618 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EQUITABLE TRUST CO | History | Closed out | 0 | 0 | — | 0.03% | — | -12,430 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -12,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,989 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,605 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -11,044 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,860 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,110 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -9,510 | -100.0% | Q3 2025 | Oct 24, 2025 |
| NICOLET ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,276 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,692 | -100.0% | Q3 2025 | Oct 23, 2025 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,338 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -8,093 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SeaBridge Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,885 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,792 | -100.0% | Q3 2025 | Nov 06, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,675 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Ledge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,295 | -100.0% | Q3 2025 | Oct 21, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.07% | — | -7,183 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,123 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,276 | -100.0% | Q3 2025 | Jan 13, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,239 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,065 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,749 | -100.0% | Q3 2025 | Nov 05, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,449 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMITRY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,362 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,340 | -100.0% | Q3 2025 | Oct 22, 2025 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.02% | — | -5,266 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,147 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Register Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,100 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,018 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,012 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.01% | — | -4,993 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,714 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,561 | -100.0% | Q3 2025 | Nov 06, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,524 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Yarbrough Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,476 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CIM INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,458 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,009 | -100.0% | Q3 2025 | Oct 24, 2025 |
| WoodTrust Financial Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CAPE ANN SAVINGS BANK | History | Closed out | 0 | 0 | — | 0.11% | — | -3,925 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -3,900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,446 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -2,131 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -568 | -100.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -447 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -57 | -93.44% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 12 | 0 | — | 0.0% | — | -46 | -79.31% | Q4 2025 | Feb 24, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Prestige Wealth Management Group LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -23 | -79.31% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Signature Equity Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 30, 2026 |
| Bare Financial Services, Inc | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 06, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 4 | 0 | — | — | — | -12 | -75.0% | Q4 2025 | Jan 16, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +10 | 1000.0% | Q4 2025 | Jan 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HARBOUR INVESTMENTS, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 30, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Cromwell Holdings LLC | History | Added to | 18 | 0 | — | — | — | +7 | 63.64% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Financial Management Professionals, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 27, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q4 2025 | Feb 23, 2026 |
| Rakuten Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| FIRST HORIZON CORP | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Security National Bank | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |