TRUSTMARK CORP - TRMK
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 | Added to | 8,462,202 | 329,602 | 0.01% | 0.01% | 1 | +107,570 | 1.29% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,317,834 | 246,079 | 0.0% | 0.0% | 2 | -129,146 | -2.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,876,928 | 151,007 | 0.03% | 0.03% | 3 | -32,812 | -0.84% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,850,451 | 149,975 | 0.03% | 0.03% | 4 | -33,431 | -0.86% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 2,892,270 | 112,653 | 0.0% | 0.0% | 5 | -93,159 | -3.12% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,608,766 | 101,611 | 0.44% | 0.47% | 6 | -151,535 | -5.49% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,491,837 | 58,111 | 0.0% | 0.0% | 7 | +9,198 | 0.62% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 875,028 | 34,082 | 0.02% | 0.01% | 8 | +310,848 | 55.1% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 869,130 | 33,852 | 0.01% | 0.01% | 9 | -43,717 | -4.79% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 640,419 | 24,944 | 0.0% | 0.0% | 10 | +472,751 | 281.96% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 632,012 | 24,616 | 0.0% | 0.0% | 11 | -42,331 | -6.28% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 505,233 | 19,678 | 0.0% | 0.0% | 12 | +4,667 | 0.93% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 477,472 | 18,597 | 0.0% | 0.0% | 13 | +122,613 | 34.55% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 465,421 | 18,128 | 0.0% | 0.0% | 14 | +820 | 0.18% | Q4 2025 | Mar 25, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 435,904 | 16,978 | 0.03% | 0.03% | 15 | +66,795 | 18.1% | Q4 2025 | Feb 12, 2026 |
| Newport Trust Company, LLC | History | Reduced | 422,930 | 16,473 | 0.04% | 0.04% | 16 | -6,984 | -1.62% | Q4 2025 | Feb 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 389,333 | 15,164 | 0.32% | 0.13% | 17 | +237,266 | 156.03% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 372,248 | 14,499 | 0.0% | 0.0% | 18 | -58,657 | -13.61% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 371,263 | 14,460 | 0.0% | 0.01% | 19 | -29,578 | -7.38% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 350,873 | 13,666 | 0.01% | 0.01% | 20 | +29,065 | 9.03% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 346,339 | 13,489 | 0.01% | 0.01% | 21 | +17,414 | 5.29% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 324,928 | 12,655 | 0.08% | 0.09% | 22 | -27,540 | -7.81% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 308,709 | 12,024 | 0.0% | 0.0% | 23 | -34,471 | -10.04% | Q4 2025 | Feb 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 293,373 | 11,426 | 0.0% | 0.0% | 24 | +64,237 | 28.03% | Q4 2025 | Feb 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 286,059 | 11,141 | 0.7% | 0.74% | 25 | +203 | 0.07% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 279,393 | 10,882 | 0.02% | 0.01% | 26 | +96,959 | 53.15% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 271,796 | 10,586 | 0.04% | 0.05% | 27 | -9,768 | -3.47% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 241,566 | 9,408 | 0.03% | 0.04% | 28 | -24,991 | -9.38% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 188,662 | 7,348 | 0.0% | 0.0% | 29 | +1,078 | 0.57% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 186,760 | 7,274 | 0.0% | 0.0% | 30 | +17,773 | 10.52% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 168,512 | 6,563 | 0.0% | 0.01% | 31 | -51,662 | -23.46% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 159,046 | 6,194 | 0.01% | 0.01% | 32 | -26,063 | -14.08% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Added to | 142,358 | 6,053 | 0.93% | 0.92% | 33 | +44 | 0.03% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 153,902 | 5,994 | 0.0% | 0.0% | 34 | -37,126 | -19.43% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 149,784 | 5,834 | 0.0% | 0.0% | 35 | -4,004 | -2.6% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 143,286 | 5,580 | 0.0% | 0.0% | 36 | -123,861 | -46.36% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 141,700 | 5,519 | 0.01% | 38.01% | 37 | -65,048 | -31.46% | Q4 2025 | Feb 17, 2026 |
| Hanson & Doremus Investment Management | History | No change | 139,397 | 5,430 | 0.65% | 0.69% | 38 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 114,257 | 4,450 | 0.02% | 0.01% | 39 | +3,146 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 113,735 | 4,429 | 0.0% | 0.01% | 40 | -49,481 | -30.32% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 113,100 | 4,405 | 0.0% | 0.0% | 41 | +1,800 | 1.62% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 109,954 | 4,282 | 0.0% | 0.0% | 42 | -11,478 | -9.45% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 108,281 | 4,217 | 0.0% | 0.0% | 43 | -3,847 | -3.43% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 101,787 | 3,964 | 0.0% | 0.0% | 44 | +18,236 | 21.83% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 100,495 | 3,914 | 0.03% | 0.05% | 45 | -23,158 | -18.73% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 96,347 | 3,752 | 0.01% | 0.01% | 46 | +20,700 | 27.36% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 93,590 | 3,645 | 0.0% | 0.0% | 47 | -4,141 | -4.24% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 90,448 | 3,522 | 0.0% | 0.0% | 48 | -18,785 | -17.2% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 81,259 | 3,165 | 0.01% | 0.01% | 49 | +200 | 0.25% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 80,087 | 3,120 | 0.0% | 0.0% | 50 | +79,014 | 7363.84% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 74,862 | 2,915 | 0.0% | 0.01% | 51 | -28,600 | -27.64% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 73,255 | 2,853 | 0.05% | 0.04% | 52 | -3,898 | -5.05% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 70,431 | 2,743 | 0.02% | 0.02% | 53 | +220 | 0.31% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Added to | 65,095 | 2,535 | 0.14% | 0.11% | 54 | +22,432 | 52.58% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 60,517 | 2,358 | 0.0% | 0.0% | 55 | +1,473 | 2.49% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 59,869 | 2,331 | 0.0% | 0.0% | 56 | -5,437 | -8.33% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 59,388 | 2,313 | 0.0% | 0.0% | 57 | -2,264 | -3.67% | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 58,781 | 2,289 | 0.0% | 0.0% | 58 | -9,330 | -13.7% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 53,544 | 2,085 | 0.0% | 0.0% | 59 | -88 | -0.16% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 50,923 | 1,983 | 0.0% | 0.0% | 60 | -8,814 | -14.75% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 50,892 | 1,981 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 50,797 | 1,978 | 0.01% | 0.01% | 62 | -28,497 | -35.94% | Q4 2025 | Feb 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 49,205 | 1,916 | 0.4% | 0.44% | 63 | +6,665 | 15.67% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 47,477 | 1,849 | 0.0% | 0.0% | 64 | +38,101 | 406.37% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 47,336 | 1,843 | 0.0% | 0.0% | 65 | +2,104 | 4.65% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 46,105 | 1,795 | 0.0% | 0.0% | 66 | -3,397 | -6.86% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 45,603 | 1,776 | 0.0% | 0.0% | 67 | +2,274 | 5.25% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 45,044 | 1,754 | 0.01% | 0.01% | 68 | +8,899 | 24.62% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 42,990 | 1,674 | 0.0% | 0.0% | 69 | +1,500 | 3.62% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 41,983 | 1,635 | 0.02% | 0.02% | 70 | -3,459 | -7.61% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 41,199 | 1,605 | 0.0% | 0.01% | 71 | -73,908 | -64.21% | Q4 2025 | Feb 05, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 40,137 | 1,563 | 0.01% | 0.01% | 72 | -9,037 | -18.38% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 38,870 | 1,513 | 0.0% | 0.0% | 73 | +28,771 | 284.89% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 36,353 | 1,416 | 0.0% | 0.0% | 74 | +13,909 | 61.97% | Q4 2025 | Jan 09, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 36,029 | 1,403 | 0.01% | — | 75 | +36,029 | New | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 36,011 | 1,402 | 0.01% | 0.01% | 76 | +416 | 1.17% | Q4 2025 | Feb 17, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 34,905 | 1,359 | 0.37% | 0.38% | 77 | +124 | 0.36% | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 31,700 | 1,234 | 0.0% | — | 78 | +31,700 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 31,689 | 1,234 | 0.03% | 0.03% | 79 | +3,515 | 12.48% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 31,364 | 1,221 | 0.02% | 0.02% | 80 | -419 | -1.32% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 31,226 | 1,216 | 0.01% | 0.01% | 81 | -2,372 | -7.06% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 30,923 | 1,204 | 0.01% | 0.02% | 82 | -20,282 | -39.61% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 30,830 | 1,200 | 0.0% | 0.0% | 83 | +23,347 | 312.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 30,507 | 1,188 | 0.01% | 0.01% | 84 | +131 | 0.43% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | New | 30,411 | 1,184 | 0.01% | — | 85 | +30,411 | New | Q4 2025 | Feb 02, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 29,552 | 1,151 | 0.02% | 0.02% | 86 | +269 | 0.92% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,983 | 1,089 | 0.0% | 0.0% | 87 | -211 | -0.75% | Q4 2025 | Feb 17, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 26,864 | 1,076 | 0.12% | 0.11% | 88 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,500 | 1,071 | 0.02% | 0.02% | 89 | -200 | -0.72% | Q4 2025 | Jan 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 27,449 | 1,069 | 0.0% | 0.0% | 90 | -1,564 | -5.39% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,029 | 1,053 | 0.0% | 0.0% | 91 | -292 | -1.07% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 26,168 | 1,019 | 0.0% | — | 92 | +26,168 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 26,078 | 1,015 | 0.0% | 0.0% | 93 | -207 | -0.79% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 25,094 | 977 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BankPlus Trust Department | History | No change | 25,062 | 976 | 0.26% | 0.27% | 95 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 23,981 | 934 | 0.03% | 0.01% | 96 | +15,251 | 174.7% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 23,000 | 897 | 0.0% | — | 97 | +23,000 | New | Q4 2025 | Mar 20, 2026 |
| COMERICA BANK | History | Reduced | 22,343 | 870 | 0.0% | 0.0% | 98 | -3,708 | -14.23% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,575 | 840 | 0.0% | 0.0% | 99 | -79,418 | -78.64% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 21,543 | 839 | 0.01% | 0.02% | 100 | -6,312 | -22.66% | Q4 2025 | Feb 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 20,822 | 810 | 0.02% | — | 101 | +20,822 | New | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 19,882 | 774 | 0.0% | 0.0% | 102 | +1,210 | 6.48% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 19,513 | 760 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,965 | 738 | 0.0% | 0.0% | 104 | +1,138 | 6.38% | Q4 2025 | Jan 27, 2026 |
| AMALGAMATED BANK | History | Added to | 17,409 | 678 | 0.0% | 0.0% | 105 | +145 | 0.84% | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,378 | 676 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,136 | 651 | 0.01% | 0.01% | 107 | -2,471 | -13.28% | Q4 2025 | Jan 21, 2026 |
| Cadence Bank | History | No change | 16,025 | 624 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arizona State Retirement System | History | Reduced | 15,951 | 621 | 0.0% | 0.0% | 109 | -1,037 | -6.1% | Q4 2025 | Jan 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 15,793 | 615 | 0.03% | 0.05% | 110 | -380 | -2.35% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 15,776 | 614 | 0.01% | 0.01% | 111 | +10 | 0.06% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 15,441 | 601 | 0.23% | 0.24% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 15,383 | 599 | 0.0% | — | 113 | +15,383 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Reduced | 15,263 | 595 | 0.0% | 0.0% | 114 | -2,098 | -12.08% | Q4 2025 | Jan 26, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 13,937 | 592 | 0.0% | 0.0% | 116 | -4,615 | -24.88% | Q4 2025 | Feb 18, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 15,207 | 592 | 0.0% | 0.01% | 115 | -1,989 | -11.57% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,844 | 578 | 0.0% | 0.0% | 117 | -530 | -3.45% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 13,935 | 542 | 0.0% | 0.0% | 118 | +180 | 1.31% | Q4 2025 | Feb 17, 2026 |
| CONNABLE OFFICE INC | History | No change | 13,853 | 539 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 13,813 | 538 | 0.03% | 0.04% | 120 | -215 | -1.53% | Q4 2025 | Feb 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,749 | 535 | 0.01% | 0.01% | 121 | +200 | 1.48% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,341 | 519 | 0.0% | 0.0% | 122 | -3,782 | -22.09% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,992 | 506 | 0.0% | 0.0% | 123 | +7 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Sunburst Financial Group, LLC | History | No change | 12,985 | 505 | 0.1% | 0.11% | 124 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 12,865 | 501 | 0.01% | — | 125 | +12,865 | New | Q4 2025 | Feb 09, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 12,781 | 497 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,600 | 490 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,400 | 483 | 0.0% | — | 128 | +12,400 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,393 | 482 | 0.0% | 0.0% | 129 | +1,090 | 9.64% | Q4 2025 | Feb 18, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 12,000 | 467 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,895 | 463 | 0.0% | 0.0% | 131 | +249 | 2.14% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 11,883 | 462 | 0.0% | 0.0% | 132 | -180 | -1.49% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,631 | 453 | 0.0% | 0.0% | 133 | +1,014 | 9.55% | Q4 2025 | Feb 10, 2026 |
| Headlands Technologies LLC | History | Reduced | 11,463 | 446 | 0.04% | 0.05% | 134 | -3,333 | -22.53% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 11,447 | 445 | 0.0% | 0.0% | 135 | +97 | 0.85% | Q4 2025 | Feb 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 11,336 | 441 | 0.22% | 0.24% | 136 | +450 | 4.13% | Q4 2025 | Jan 30, 2026 |
| ProShare Advisors LLC | History | Added to | 10,967 | 427 | 0.0% | 0.0% | 137 | +202 | 1.88% | Q4 2025 | Feb 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,960 | 427 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 10,760 | 419 | 0.01% | — | 139 | +10,760 | New | Q4 2025 | Feb 12, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 10,717 | 417 | 0.23% | 0.25% | 140 | +6 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 10,700 | 416 | 0.11% | 0.13% | 141 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,999 | 389 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,922 | 386 | 0.0% | 0.0% | 143 | -3,137 | -24.02% | Q4 2025 | Feb 06, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 9,623 | 374 | 0.07% | 0.08% | 144 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 9,588 | 373 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,431 | 367 | 0.0% | 0.0% | 146 | +14 | 0.15% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,040 | 363 | 0.0% | 0.0% | 147 | -572 | -5.95% | Q4 2025 | Jan 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 9,275 | 361 | 0.02% | — | 148 | +9,275 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,203 | 358 | 0.0% | 0.0% | 149 | +57 | 0.62% | Q4 2025 | Feb 12, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 9,082 | 353 | 0.15% | 0.17% | 150 | -87 | -0.95% | Q4 2025 | Feb 06, 2026 |
| Element Wealth, LLC | History | Added to | 9,024 | 351 | 0.14% | 0.16% | 151 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 8,986 | 350 | 0.01% | — | 152 | +8,986 | New | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 8,849 | 344 | 0.0% | 0.0% | 153 | +697 | 8.55% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 8,773 | 341 | 0.01% | 0.01% | 154 | +95 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 8,183 | 318 | 0.06% | 0.05% | 155 | +3 | 0.04% | Q4 2025 | Mar 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,106 | 315 | 0.0% | 0.0% | 156 | +1,642 | 25.4% | Q4 2025 | Feb 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 7,920 | 308 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,872 | 306 | 0.0% | 0.0% | 158 | -186 | -2.31% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,851 | 305 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 7,689 | 299 | 0.01% | 0.01% | 160 | +45 | 0.59% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | New | 7,130 | 277 | 0.01% | — | 161 | +7,130 | New | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,039 | 274 | 0.0% | 0.0% | 162 | -62 | -0.87% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 6,853 | 266 | 0.0% | 0.0% | 163 | +91 | 1.35% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,526 | 254 | 0.0% | 0.0% | 164 | -4,722 | -41.98% | Q4 2025 | Feb 06, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,463 | 251 | 0.05% | 0.05% | 165 | -260 | -3.87% | Q4 2025 | Jan 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,318 | 246 | 0.0% | 0.0% | 166 | +422 | 7.16% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | New | 6,102 | 237 | 0.0% | — | 167 | +6,102 | New | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,952 | 231 | 0.0% | 0.0% | 169 | -10,447 | -63.71% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 5,952 | 231 | 0.0% | 0.0% | 168 | +226 | 3.95% | Q4 2025 | Feb 10, 2026 |
| Man Group plc | History | New | 5,898 | 229 | 0.0% | — | 170 | +5,898 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 5,835 | 227 | 0.0% | 0.0% | 171 | -411 | -6.58% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,366 | 209 | 0.05% | 0.05% | 172 | +7 | 0.13% | Q4 2025 | Jan 09, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 5,350 | 208 | 0.0% | 0.0% | 173 | -5,150 | -49.05% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,315 | 207 | 0.0% | — | 174 | +5,315 | New | Q4 2025 | Feb 18, 2026 |
| Arlington Trust Co LLC | History | No change | 5,309 | 206 | 0.02% | 0.04% | 175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| State of Wyoming | History | Reduced | 5,267 | 205 | 0.02% | 0.04% | 177 | -4,228 | -44.53% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,271 | 205 | 0.0% | 0.0% | 176 | -163 | -3.0% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,180 | 201 | 0.0% | 0.01% | 178 | -38,636 | -88.18% | Q4 2025 | Feb 17, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 5,139 | 200 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,108 | 198 | 0.0% | 0.0% | 180 | +2,034 | 66.17% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,747 | 184 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,190 | 163 | 0.0% | 0.0% | 182 | -6,650 | -61.35% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,094 | 159 | 0.0% | 0.0% | 183 | -230 | -5.32% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,496 | 136 | 0.0% | 0.0% | 184 | +3,434 | 5538.71% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,246 | 126 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 2,986 | 116 | 0.0% | — | 186 | +2,986 | New | Q4 2025 | Feb 17, 2026 |
| Citizens National Bank Trust Department | History | No change | 3,000 | 116 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 2,528 | 98 | 0.0% | 0.01% | 188 | +135 | 5.64% | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,400 | 93 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 2,223 | 87 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,100 | 82 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,957 | 76 | 0.0% | — | 192 | +1,957 | New | Q4 2025 | Jan 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,500 | 58 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,481 | 57 | 0.0% | 0.0% | 194 | -2 | -0.13% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,400 | 54 | 0.0% | — | 195 | +1,400 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,343 | 52 | 0.0% | 0.0% | 196 | -60 | -4.28% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,247 | 48 | 0.01% | — | 197 | +1,247 | New | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,211 | 47 | 0.0% | 0.0% | 198 | -123 | -9.22% | Q4 2025 | Jan 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,060 | 41 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 921 | 35 | 0.0% | — | 200 | +921 | New | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 891 | 35 | 0.0% | 0.0% | 201 | +276 | 44.88% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 894 | 34 | 0.0% | 0.0% | 202 | -34 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 890 | 34 | 0.0% | 0.0% | 203 | -31 | -3.37% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 848 | 33 | 0.0% | 0.0% | 204 | +779 | 1128.99% | Q4 2025 | Mar 16, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 817 | 31 | 0.01% | 0.02% | 205 | +74 | 9.96% | Q4 2025 | Jan 22, 2026 |
| Blue Trust, Inc. | History | New | 789 | 30 | 0.0% | — | 206 | +789 | New | Q4 2025 | Jan 16, 2026 |
| Versant Capital Management, Inc | History | No change | 627 | 24 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 601 | 23 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 590 | 22 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 553 | 21 | 0.0% | 0.0% | 210 | +354 | 177.89% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 494 | 19 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 464 | 18 | 0.0% | 0.0% | 212 | -2,127 | -82.09% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 450 | 17 | 0.0% | — | 213 | +450 | New | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 419 | 16 | 0.0% | 0.0% | 214 | +189 | 82.17% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 362 | 14 | 0.0% | 0.0% | 215 | -30 | -7.65% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 311 | 12 | 0.0% | 0.0% | 218 | -21,073 | -98.55% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 316 | 12 | 0.0% | 0.0% | 216 | +19 | 6.4% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 326 | 12 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 270 | 10 | 0.0% | — | 220 | +270 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 247 | 10 | 0.0% | — | 221 | +247 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 257 | 10 | 0.0% | 0.0% | 219 | +24 | 10.3% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 251 | 9 | 0.0% | — | 222 | +251 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 213 | 8 | 0.0% | 0.0% | 223 | +51 | 31.48% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 222 | 8 | 0.0% | 0.0% | 224 | +33 | 17.46% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 199 | 7 | 0.0% | — | 226 | +199 | New | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 191 | 7 | 0.0% | 0.0% | 225 | -11 | -5.45% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 169 | 6 | 0.0% | 0.0% | 228 | +123 | 267.39% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 165 | 6 | 0.0% | 0.0% | 227 | -57 | -25.68% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 172 | 6 | 0.0% | 0.0% | 230 | +27 | 18.62% | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 164 | 6 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 133 | 5 | 0.0% | 0.0% | 233 | +56 | 72.73% | Q4 2025 | Jan 23, 2026 |
| High Note Wealth, LLC | History | Added to | 129 | 5 | 0.0% | 0.0% | 231 | +7 | 5.74% | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 129 | 5 | 0.0% | 0.0% | 232 | -1 | -0.77% | Q4 2025 | Jan 08, 2026 |
| ORG Wealth Partners, LLC | History | No change | 140 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Added to | 86 | 3 | 0.0% | — | 238 | +80 | 1333.33% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 80 | 3 | 0.0% | 0.0% | 237 | +21 | 35.59% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 84 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 56 | 2 | 0.0% | 0.0% | 241 | -210 | -78.95% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 67 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Asset Dedication, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Reduced | 42 | 1 | 0.0% | 0.0% | 242 | -286 | -87.2% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 28 | 1 | 0.0% | — | 245 | +28 | New | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 243 | -6 | -14.63% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -118,318 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -62,062 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,175 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -28,111 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,707 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -16,639 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -15,100 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,827 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -13,327 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,036 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -12,024 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,064 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,051 | -100.0% | Q3 2025 | Oct 22, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -6,346 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,045 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,934 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,873 | -100.0% | Q3 2025 | Nov 14, 2025 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,503 | -100.0% | Q3 2025 | Nov 19, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,157 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,233 | -100.0% | Q3 2025 | Nov 12, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -2,037 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,985 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -285 | -97.94% | Q4 2025 | Feb 09, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 10, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 21, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aster Capital Management (DIFC) Ltd | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 26, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -7 | -26.92% | Q4 2025 | Jan 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |