Terreno Realty Corp - TRNO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 17,788,761 | 1,044,378 | 0.02% | 0.02% | 1 | -114,613 | -0.64% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 15,635,304 | 917,948 | 0.01% | 0.01% | 2 | +10,142 | 0.06% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 10,801,378 | 634,148 | 0.03% | 0.03% | 3 | -696,393 | -6.06% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 5,806,768 | 343,890 | 0.01% | 0.01% | 4 | -93,110 | -1.58% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 3,856,662 | 226,426 | 0.02% | 0.02% | 5 | -154,015 | -3.84% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 2,865,291 | 168,221 | 0.02% | — | 6 | +2,865,291 | New | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,718,337 | 159,620 | 0.01% | 0.01% | 7 | +17,921 | 0.66% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,078,910 | 122,052 | 0.02% | 0.02% | 8 | +72,909 | 3.63% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,603,575 | 94,146 | 0.01% | 0.01% | 9 | -52,729 | -3.18% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,595,787 | 93,688 | 0.05% | 0.05% | 10 | -193,549 | -10.82% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,547,349 | 90,848 | 0.02% | 0.02% | 11 | +31,018 | 2.05% | Q4 2025 | Feb 12, 2026 |
| Resolution Capital Ltd | History | Added to | 1,522,148 | 89,365 | 1.98% | 1.48% | 12 | +179,725 | 13.39% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 1,500,146 | 88,073 | 0.01% | 0.01% | 13 | -62,831 | -4.02% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,391,368 | 81,687 | 0.01% | 0.0% | 14 | +138,889 | 11.09% | Q4 2025 | Feb 11, 2026 |
| Tandem Investment Advisors, Inc. | History | Reduced | 1,371,867 | 80,542 | 3.0% | 2.75% | 15 | -47,003 | -3.31% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,336,236 | 78,450 | 0.01% | 0.01% | 16 | -59,838 | -4.29% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,222,325 | 71,763 | 0.05% | 0.16% | 17 | -3,257,615 | -72.72% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,208,471 | 70,950 | 0.04% | 0.03% | 18 | +81,444 | 7.23% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,178,263 | 69,176 | 0.12% | 0.13% | 19 | -3,025 | -0.26% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,097,497 | 64,434 | 0.1% | — | 20 | +1,097,497 | New | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,072,444 | 64,099 | 0.05% | — | 21 | +1,072,444 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 1,036,069 | 60,827 | 0.01% | 0.01% | 22 | +102,848 | 11.02% | Q4 2025 | Feb 09, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 987,395 | 57,970 | 1.29% | 1.23% | 23 | -51,626 | -4.97% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 843,372 | 49,514 | 0.01% | 0.01% | 24 | -97,941 | -10.4% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 834,607 | 48,999 | 0.01% | 0.01% | 25 | +8,809 | 1.07% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 780,705 | 45,835 | 0.01% | 0.01% | 26 | +64,607 | 9.02% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 748,867 | 43,965 | 0.0% | 0.0% | 27 | -147,786 | -16.48% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 685,057 | 40,219 | 0.01% | 0.01% | 28 | -213,506 | -23.76% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 653,017 | 38,338 | 0.06% | 0.05% | 29 | +88,322 | 15.64% | Q4 2025 | Feb 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 584,628 | 34,323 | 0.01% | 0.01% | 30 | -50,303 | -7.92% | Q4 2025 | Jan 22, 2026 |
| Gillson Capital LP | History | Added to | 577,693 | 33,916 | 2.22% | 2.26% | 31 | +118,893 | 25.91% | Q4 2025 | Feb 17, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 575,384 | 33,780 | 1.43% | 1.55% | 32 | -29,020 | -4.8% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 571,064 | 33,527 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 566,448 | 33,256 | 0.23% | 0.21% | 34 | +20,890 | 3.83% | Q4 2025 | Jan 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 565,696 | 33,212 | 0.03% | 0.01% | 35 | +376,513 | 199.02% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 523,664 | 30,744 | 0.0% | 0.01% | 36 | -76,230 | -12.71% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 494,070 | 29,006 | 0.13% | 0.11% | 37 | +146,166 | 42.01% | Q4 2025 | Feb 17, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 488,281 | 28,667 | 2.88% | 2.76% | 38 | -8,923 | -1.79% | Q4 2025 | Feb 17, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 454,901 | 26,707 | 1.72% | 1.67% | 39 | -17,172 | -3.64% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 447,965 | 26,300 | 0.2% | 0.2% | 40 | -27,054 | -5.7% | Q4 2025 | Jan 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 439,957 | 25,829 | 0.35% | 0.34% | 41 | -9,738 | -2.17% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 407,497 | 23,924 | 0.03% | 0.0% | 42 | +342,740 | 529.27% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 403,367 | 23,806 | 0.04% | 0.04% | 43 | +10,936 | 2.79% | Q4 2025 | Jan 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 401,908 | 23,596 | 0.06% | 0.07% | 44 | -74,042 | -15.56% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 375,907 | 22,069 | 0.03% | 0.02% | 45 | +145,299 | 63.01% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 363,700 | 21,352 | 0.08% | 0.06% | 46 | +77,400 | 27.03% | Q4 2025 | Feb 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 357,863 | 21,010 | 0.07% | 0.08% | 47 | -45,123 | -11.2% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 352,330 | 20,685 | 0.0% | — | 48 | +352,330 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 327,673 | 19,430 | 0.01% | 0.01% | 49 | -4,671 | -1.41% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 322,686 | 18,944 | 0.02% | 0.02% | 50 | +1,949 | 0.61% | Q4 2025 | Feb 13, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 314,228 | 18,448 | 0.09% | 0.09% | 51 | -8,075 | -2.51% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 310,886 | 18,263 | 0.0% | 0.0% | 52 | -914 | -0.29% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 307,070 | 18,028 | 0.01% | 0.01% | 53 | -21,995 | -6.68% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 300,848 | 17,663 | 0.02% | 0.02% | 54 | +220,365 | 273.8% | Q4 2025 | Jan 09, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 277,182 | 16,273 | 0.68% | 0.67% | 55 | -1,041 | -0.37% | Q4 2025 | Jan 27, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 267,387 | 15,698 | 0.01% | 0.01% | 56 | +27,740 | 11.58% | Q4 2025 | Mar 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 258,121 | 15,151 | 0.03% | 0.02% | 57 | -16,571 | -6.03% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 257,216 | 15,101 | 0.0% | 0.0% | 58 | +29,152 | 12.78% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 254,166 | 14,922 | 0.0% | 0.0% | 59 | -14,250 | -5.31% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 237,772 | 13,959 | 0.01% | 0.01% | 60 | +6,274 | 2.71% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 237,303 | 13,931 | 0.01% | 0.01% | 61 | +11,230 | 4.97% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 227,651 | 13,365 | 0.0% | 0.0% | 62 | +92,660 | 68.64% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 219,705 | 12,898 | 0.02% | 0.02% | 63 | -6,157 | -2.73% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 219,469 | 12,884 | 0.02% | 0.02% | 64 | +33,999 | 18.33% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | Added to | 203,600 | 11,953 | 0.01% | 0.01% | 65 | +3,300 | 1.65% | Q4 2025 | Feb 12, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 200,514 | 11,772 | 0.9% | 1.49% | 66 | -146,186 | -42.16% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 196,539 | 11,538 | 0.0% | 0.0% | 67 | +12,902 | 7.03% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 187,396 | 11,002 | 0.01% | 0.01% | 68 | +6,064 | 3.34% | Q4 2025 | Feb 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 177,741 | 10,644 | 0.03% | 0.03% | 69 | -4,751 | -2.6% | Q4 2025 | Jan 27, 2026 |
| Phocas Financial Corp. | History | Added to | 180,452 | 10,594 | 1.38% | 0.86% | 70 | +63,122 | 53.8% | Q4 2025 | Jan 26, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 172,942 | 10,153 | 0.36% | 0.37% | 71 | -10,205 | -5.57% | Q4 2025 | Feb 12, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 171,776 | 10,084 | 0.17% | 0.16% | 72 | -1,048 | -0.61% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 171,222 | 10,052 | 0.02% | 10.27% | 73 | +132,255 | 339.4% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 170,733 | 10,023 | 0.01% | 0.01% | 74 | +32,319 | 23.35% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 154,580 | 9,075 | 0.02% | 0.02% | 75 | +4,230 | 2.81% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 151,200 | 8,876 | 0.02% | 0.02% | 76 | +2,112 | 1.42% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 143,704 | 8,436 | 0.0% | 0.0% | 77 | +4,867 | 3.51% | Q4 2025 | Feb 17, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 143,634 | 8,432 | 0.5% | 0.49% | 78 | -9,795 | -6.38% | Q4 2025 | Feb 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 140,925 | 8,349 | 0.32% | 0.29% | 79 | +6,460 | 4.8% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 141,724 | 8,320 | 0.03% | 0.03% | 80 | -4,776 | -3.26% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 125,155 | 7,347 | 0.0% | 0.0% | 81 | +22,317 | 21.7% | Q4 2025 | Feb 13, 2026 |
| Impax Asset Management Group plc | History | No change | 120,000 | 7,045 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 119,814 | 7,034 | 0.11% | 0.03% | 83 | +90,367 | 306.88% | Q4 2025 | Feb 17, 2026 |
| DAVIS SELECTED ADVISERS | History | Reduced | 117,937 | 6,924 | 0.03% | 0.04% | 84 | -2,970 | -2.46% | Q4 2025 | Feb 02, 2026 |
| ProShare Advisors LLC | History | Reduced | 114,986 | 6,750 | 0.01% | 0.01% | 85 | -9,550 | -7.67% | Q4 2025 | Feb 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 114,217 | 6,705 | 0.0% | 0.0% | 86 | +253 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Tidal Investments LLC | History | Added to | 114,203 | 6,704 | 0.02% | 0.01% | 87 | +27,379 | 31.53% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 112,543 | 6,607 | 0.19% | 0.15% | 88 | +23,267 | 26.06% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 108,246 | 6,355 | 0.01% | 0.01% | 89 | -31,506 | -22.54% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 107,935 | 6,336 | 0.05% | 0.04% | 90 | +471 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 106,766 | 6,268 | 0.01% | 0.01% | 91 | +52,230 | 95.77% | Q4 2025 | Jan 28, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 102,726 | 6,030 | 0.06% | 0.06% | 92 | +1,158 | 1.14% | Q4 2025 | Jan 23, 2026 |
| Allianz Asset Management GmbH | History | Added to | 99,042 | 5,814 | 0.01% | 0.0% | 93 | +32,734 | 49.37% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 97,775 | 5,740 | 0.01% | 0.01% | 94 | -90 | -0.09% | Q4 2025 | Feb 17, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 93,266 | 5,475 | 2.6% | 2.77% | 95 | -10,167 | -9.83% | Q4 2025 | Feb 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 92,288 | 5,418 | 0.06% | 0.06% | 96 | -390 | -0.42% | Q4 2025 | Feb 10, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 90,905 | 5,337 | 0.16% | 0.16% | 97 | -4,523 | -4.74% | Q4 2025 | Jan 28, 2026 |
| Masterton Capital Management, LP | History | Reduced | 88,380 | 5,188 | 3.62% | 3.91% | 98 | -37,420 | -29.75% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 86,801 | 5,096 | 0.01% | 0.01% | 99 | +22,201 | 34.37% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 83,104 | 4,879 | 0.01% | 0.01% | 100 | +8,404 | 11.25% | Q4 2025 | Feb 12, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 82,264 | 4,829 | 0.17% | 0.18% | 101 | -11,057 | -11.85% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 81,379 | 4,802 | 0.0% | 0.0% | 102 | +2,895 | 3.69% | Q4 2025 | Feb 03, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 76,644 | 4,499 | 0.84% | 0.73% | 103 | +8,652 | 12.73% | Q4 2025 | Jan 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 76,033 | 4,463 | 0.0% | — | 104 | +76,033 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 73,814 | 4,333 | 0.03% | — | 105 | +73,814 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 72,209 | 4,239 | 0.01% | 0.01% | 106 | +2,937 | 4.24% | Q4 2025 | Jan 27, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 71,950 | 4,224 | 0.02% | 0.08% | 107 | -1,196,946 | -94.33% | Q4 2025 | Feb 13, 2026 |
| BAMCO INC /NY/ | History | No change | 67,525 | 3,964 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 67,500 | 3,962 | 0.02% | — | 109 | +67,500 | New | Q4 2025 | Feb 04, 2026 |
| Amundi | History | Reduced | 66,823 | 3,923 | 0.0% | 0.0% | 110 | -4,261 | -5.99% | Q4 2025 | Feb 17, 2026 |
| Castellan Group | History | Added to | 65,971 | 3,873 | 0.49% | 0.52% | 111 | +2,928 | 4.64% | Q4 2025 | Jan 23, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | No change | 62,157 | 3,649 | 0.31% | 0.39% | 112 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 61,077 | 3,585 | 0.0% | — | 113 | +61,077 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 58,939 | 3,460 | 0.02% | 0.02% | 114 | -3,931 | -6.25% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 58,808 | 3,452 | 0.02% | 0.02% | 115 | -711 | -1.19% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 56,363 | 3,309 | 0.04% | 0.04% | 116 | +2,041 | 3.76% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 56,231 | 3,301 | 0.0% | 0.0% | 117 | +2,721 | 5.09% | Q4 2025 | Feb 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 56,200 | 3,299 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,157 | 3,296 | 0.0% | 0.0% | 119 | +4,506 | 8.72% | Q4 2025 | Feb 17, 2026 |
| Dockside LLC | History | New | 54,636 | 3,207 | 0.82% | — | 120 | +54,636 | New | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 51,804 | 3,041 | 0.0% | 0.0% | 121 | -6,914 | -11.77% | Q4 2025 | Feb 10, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 49,848 | 2,926 | 0.01% | 0.01% | 122 | -3,839 | -7.15% | Q4 2025 | Feb 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 49,797 | 2,923 | 0.0% | 0.0% | 123 | +42,864 | 618.26% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 47,939 | 2,889 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 48,899 | 2,870 | 0.03% | 0.05% | 125 | -49,271 | -50.19% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 47,532 | 2,790 | 0.0% | 0.0% | 126 | -11 | -0.02% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 47,524 | 2,789 | 0.0% | 0.0% | 127 | +3,505 | 7.96% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 47,400 | 2,782 | 0.05% | 0.05% | 128 | -100 | -0.21% | Q4 2025 | Jan 16, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 44,443 | 2,735 | 0.01% | 0.01% | 129 | -418 | -0.93% | Q4 2025 | Feb 18, 2026 |
| GSI Capital Advisors LLC | History | New | 45,529 | 2,673 | 1.5% | — | 130 | +45,529 | New | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 45,130 | 2,650 | 0.01% | 0.01% | 131 | +8,900 | 24.57% | Q4 2025 | Feb 06, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 43,405 | 2,595 | 0.01% | 0.01% | 132 | -2,187 | -4.8% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 42,983 | 2,523 | 0.03% | 0.03% | 133 | -2,147 | -4.76% | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 42,732 | 2,508 | 0.0% | 0.0% | 134 | +8,089 | 23.35% | Q4 2025 | Feb 13, 2026 |
| DF DENT & CO INC | History | Added to | 40,828 | 2,397 | 0.03% | 0.03% | 135 | +1,479 | 3.76% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 40,190 | 2,359 | 0.45% | 0.32% | 136 | +10,777 | 36.64% | Q4 2025 | Jan 30, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 39,420 | 2,314 | 0.01% | 0.01% | 137 | +1,949 | 5.2% | Q4 2025 | Feb 11, 2026 |
| Aberdeen Group plc | History | Reduced | 39,135 | 2,297 | 0.0% | 0.01% | 138 | -117,311 | -74.98% | Q4 2025 | Jan 16, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 35,775 | 2,100 | 0.01% | 0.01% | 139 | -2,647 | -6.89% | Q4 2025 | Jan 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 34,115 | 2,002 | 0.0% | 0.0% | 140 | +3,311 | 10.75% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | New | 32,103 | 1,884 | 0.0% | — | 141 | +32,103 | New | Q4 2025 | Feb 13, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 31,407 | 1,843 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 31,321 | 1,841 | 0.01% | — | 143 | +31,321 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 30,467 | 1,788 | 0.0% | 0.0% | 144 | -1,076 | -3.41% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 30,096 | 1,767 | 0.01% | 0.01% | 145 | +301 | 1.01% | Q4 2025 | Feb 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 28,219 | 1,744 | 0.02% | 0.02% | 146 | -4,142 | -12.8% | Q4 2025 | Jan 21, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 29,500 | 1,731 | 0.13% | 0.19% | 147 | -13,736 | -31.77% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 29,462 | 1,729 | 0.0% | — | 148 | +29,462 | New | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 29,453 | 1,729 | 0.0% | 0.0% | 149 | +15,461 | 110.5% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 28,787 | 1,690 | 0.01% | 0.01% | 150 | -1,787 | -5.84% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 27,694 | 1,625 | 0.01% | 0.01% | 151 | -623 | -2.2% | Q4 2025 | Feb 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 26,875 | 1,577 | 0.33% | 0.36% | 152 | -4,350 | -13.93% | Q4 2025 | Jan 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 25,815 | 1,515 | 0.01% | 0.01% | 153 | -3,408 | -11.66% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 24,729 | 1,452 | 0.0% | — | 154 | +24,729 | New | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 24,710 | 1,451 | 0.0% | 0.0% | 155 | +1,410 | 6.05% | Q4 2025 | Jan 30, 2026 |
| Metis Global Partners, LLC | History | Added to | 24,457 | 1,435 | 0.03% | 0.03% | 156 | +1,163 | 4.99% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 23,663 | 1,389 | 0.02% | 0.02% | 157 | +431 | 1.86% | Q4 2025 | Feb 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,258 | 1,365 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 23,069 | 1,354 | 0.01% | 0.01% | 159 | -1,292 | -5.3% | Q4 2025 | Feb 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 22,100 | 1,307 | 0.01% | 0.01% | 160 | -800 | -3.49% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,169 | 1,301 | 0.0% | 0.0% | 161 | +1,490 | 7.21% | Q4 2025 | Feb 02, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 21,985 | 1,290 | 0.06% | 0.06% | 162 | -1,600 | -6.78% | Q4 2025 | Feb 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 21,730 | 1,275 | 0.0% | 0.0% | 163 | -29 | -0.13% | Q4 2025 | Feb 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 21,317 | 1,251 | 0.04% | 0.03% | 164 | +2,127 | 11.08% | Q4 2025 | Jan 26, 2026 |
| PRUDENTIAL PLC | History | New | 21,295 | 1,250 | 0.01% | — | 165 | +21,295 | New | Q4 2025 | Feb 11, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | New | 21,084 | 1,238 | 1.21% | — | 166 | +21,084 | New | Q4 2025 | Jan 21, 2026 |
| M&T BANK CORP | History | Added to | 20,991 | 1,232 | 0.0% | 0.0% | 167 | +9,838 | 88.21% | Q4 2025 | Jan 30, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 20,900 | 1,227 | 0.01% | 0.01% | 168 | -8,000 | -27.68% | Q4 2025 | Feb 12, 2026 |
| TWINBEECH CAPITAL LP | History | New | 20,800 | 1,221 | 0.09% | — | 169 | +20,800 | New | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 20,500 | 1,203 | 0.01% | — | 170 | +20,500 | New | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 19,991 | 1,173 | 0.02% | 0.02% | 171 | +263 | 1.33% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 19,193 | 1,126 | 0.0% | 0.0% | 172 | -1,473 | -7.13% | Q4 2025 | Jan 30, 2026 |
| Capital Square, LLC | History | Added to | 19,150 | 1,124 | 0.57% | 0.52% | 173 | +1,131 | 6.28% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 18,997 | 1,115 | 0.04% | — | 174 | +18,997 | New | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,343 | 1,054 | 0.12% | — | 175 | +2,338 | 46760.0% | Q4 2025 | Jan 21, 2026 |
| Vident Advisory, LLC | History | Reduced | 17,356 | 1,018 | 0.01% | 0.01% | 176 | -2,068 | -10.65% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Reduced | 17,010 | 1,008 | 0.0% | 0.0% | 177 | -11,086 | -39.46% | Q4 2025 | Mar 09, 2026 |
| LPL Financial LLC | History | Reduced | 17,075 | 1,002 | 0.0% | 0.0% | 178 | -384 | -2.2% | Q4 2025 | Feb 11, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 16,801 | 986 | 0.01% | — | 179 | +16,801 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,569 | 972 | 0.01% | 0.01% | 180 | -1,659 | -9.1% | Q4 2025 | Jan 29, 2026 |
| IFM Investors Pty Ltd | History | No change | 16,487 | 968 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,329 | 958 | 0.0% | — | 182 | +16,329 | New | Q4 2025 | Feb 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 15,999 | 939 | 0.0% | 0.0% | 183 | +594 | 3.86% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 15,227 | 893 | 0.02% | 0.02% | 184 | +376 | 2.53% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 14,522 | 852 | 0.0% | 0.0% | 185 | +808 | 5.89% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 14,400 | 845 | 0.0% | 0.02% | 186 | -84,534 | -85.44% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 14,145 | 830 | 0.0% | — | 187 | +14,145 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 14,066 | 825 | 0.2% | 0.19% | 188 | -56 | -0.4% | Q4 2025 | Jan 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 14,037 | 824 | 0.0% | 0.0% | 189 | -215 | -1.51% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 13,942 | 818 | 0.05% | — | 190 | +13,942 | New | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 13,613 | 815 | 0.04% | 0.04% | 191 | +735 | 5.71% | Q4 2025 | Feb 03, 2026 |
| Holocene Advisors, LP | History | Reduced | 13,716 | 805 | 0.0% | 0.0% | 192 | -22,302 | -61.92% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 13,165 | 772 | 0.12% | 0.11% | 193 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,049 | 766 | 0.0% | 0.0% | 194 | +1,168 | 9.83% | Q4 2025 | Feb 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 12,749 | 748 | 0.04% | 0.02% | 195 | +7,063 | 124.22% | Q4 2025 | Feb 12, 2026 |
| Odyssean, LLC | History | New | 12,609 | 740 | 0.53% | — | 196 | +12,609 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,513 | 734 | 0.0% | 0.0% | 197 | +1,404 | 12.64% | Q4 2025 | Mar 16, 2026 |
| Vestcor Inc | History | Added to | 12,398 | 728 | 0.02% | 0.0% | 198 | +10,773 | 662.95% | Q4 2025 | Feb 11, 2026 |
| Farringdon Capital, Ltd. | History | New | 12,100 | 710 | 0.17% | — | 199 | +12,100 | New | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,320 | 664 | 0.02% | 0.02% | 200 | +3,155 | 38.64% | Q4 2025 | Jan 15, 2026 |
| Man Group plc | History | New | 11,265 | 661 | 0.0% | — | 201 | +11,265 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 11,147 | 654 | 0.0% | 0.0% | 202 | +3,142 | 39.25% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 10,796 | 642 | 0.0% | 0.0% | 203 | -4,752 | -30.56% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 10,420 | 611 | 0.0% | 0.0% | 204 | +62 | 0.6% | Q4 2025 | Feb 17, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 10,316 | 605 | 0.06% | 0.05% | 205 | +339 | 3.4% | Q4 2025 | Jan 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 10,212 | 599 | 0.23% | 0.22% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 9,921 | 582 | 0.0% | — | 207 | +9,921 | New | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,857 | 578 | 0.0% | 0.0% | 208 | -257 | -2.54% | Q4 2025 | Feb 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,790 | 574 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 9,659 | 567 | 0.0% | 0.0% | 210 | +9,531 | 7446.09% | Q4 2025 | Jan 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,583 | 562 | 0.01% | 0.01% | 211 | +520 | 5.74% | Q4 2025 | Feb 13, 2026 |
| MQS Management LLC | History | New | 9,550 | 560 | 0.33% | — | 212 | +9,550 | New | Q4 2025 | Feb 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 9,379 | 550 | 0.0% | — | 213 | +9,379 | New | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 8,937 | 525 | 0.04% | 0.04% | 214 | -415 | -4.44% | Q4 2025 | Jan 20, 2026 |
| BROOKFIELD Corp /ON/ | History | New | 8,856 | 519 | 0.0% | — | 215 | +8,856 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 8,477 | 497 | 0.02% | 0.01% | 216 | -73 | -0.85% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,361 | 490 | 0.0% | 0.0% | 217 | -439 | -4.99% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 8,207 | 481 | 0.0% | 0.0% | 218 | +1,791 | 27.91% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 8,097 | 475 | 0.0% | 0.0% | 219 | +45 | 0.56% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 7,678 | 450 | 0.0% | 0.0% | 220 | -71 | -0.92% | Q4 2025 | Feb 17, 2026 |
| Utah Retirement Systems | History | New | 7,468 | 438 | 0.0% | — | 221 | +7,468 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 7,445 | 437 | 0.01% | 0.01% | 222 | +4,699 | 171.12% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,359 | 433 | 0.0% | 0.0% | 223 | +267 | 3.76% | Q4 2025 | Jan 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,294 | 432 | 0.01% | 0.01% | 224 | -828 | -10.19% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,292 | 428 | 0.0% | 0.0% | 225 | +3,714 | 103.8% | Q4 2025 | Feb 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 7,278 | 427 | 0.09% | 0.13% | 226 | -2,763 | -27.52% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,166 | 420 | 0.0% | 0.0% | 227 | +300 | 4.37% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 6,992 | 417 | 0.0% | 0.0% | 228 | -80 | -1.13% | Q4 2025 | Feb 18, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 7,021 | 412 | 0.01% | 0.01% | 229 | +2,388 | 51.54% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 6,991 | 410 | 0.0% | 0.01% | 230 | -591 | -7.79% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 6,771 | 397 | 0.0% | — | 231 | +6,771 | New | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,755 | 396 | 0.0% | 0.0% | 232 | -13,700 | -66.98% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,595 | 390 | 0.01% | 0.01% | 233 | +423 | 6.85% | Q4 2025 | Jan 27, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Reduced | 6,444 | 378 | 0.03% | 0.03% | 234 | -592 | -8.41% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 6,373 | 374 | 0.0% | — | 235 | +6,373 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 6,331 | 371 | 0.0% | — | 236 | +6,331 | New | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,283 | 368 | 0.0% | 0.0% | 237 | +113 | 1.83% | Q4 2025 | Feb 06, 2026 |
| Fieldview Capital Management, LLC | History | New | 6,158 | 361 | 0.06% | — | 238 | +6,158 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 6,059 | 355 | 0.0% | 0.0% | 240 | -367 | -5.71% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,058 | 355 | 0.0% | 0.0% | 239 | -133 | -2.15% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,995 | 351 | 0.01% | 0.01% | 241 | +356 | 6.31% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,928 | 348 | 0.01% | 0.01% | 242 | -1,189 | -16.71% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,937 | 348 | 0.0% | 0.0% | 243 | +195 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Purpose Unlimited Inc. | History | New | 5,923 | 347 | 0.02% | — | 244 | +5,923 | New | Q4 2025 | Mar 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,879 | 345 | 0.0% | 0.01% | 245 | -4,540 | -43.57% | Q4 2025 | Feb 02, 2026 |
| Vanderbilt University | History | New | 5,865 | 344 | 0.06% | — | 246 | +5,865 | New | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 5,322 | 333 | 0.01% | 0.01% | 247 | +584 | 12.33% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,433 | 318 | 0.0% | 0.0% | 248 | +98 | 1.84% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 5,269 | 309 | 0.02% | 0.01% | 249 | +2,717 | 106.47% | Q4 2025 | Feb 09, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,226 | 306 | 0.0% | 0.0% | 250 | -802 | -13.3% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,093 | 298 | 0.0% | 0.0% | 251 | +387 | 8.22% | Q4 2025 | Feb 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 4,942 | 290 | 0.07% | — | 252 | +4,942 | New | Q4 2025 | Feb 13, 2026 |
| Norinchukin Bank, The | History | Reduced | 4,723 | 277 | 0.0% | 0.0% | 253 | -160 | -3.28% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,702 | 276 | 0.0% | — | 254 | +4,702 | New | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 4,659 | 273 | 0.0% | 0.0% | 255 | +548 | 13.33% | Q4 2025 | Jan 26, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,613 | 270 | 0.01% | 0.01% | 256 | -323 | -6.54% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | Added to | 4,548 | 267 | 0.14% | 0.12% | 257 | +621 | 15.81% | Q4 2025 | Feb 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 4,415 | 259 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 4,116 | 257 | 0.21% | 0.23% | 259 | -565 | -12.07% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 4,355 | 255 | 0.0% | — | 260 | +4,355 | New | Q4 2025 | Feb 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 4,078 | 239 | 0.03% | 0.03% | 261 | +444 | 12.22% | Q4 2025 | Jan 21, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 4,045 | 237 | 0.04% | 0.04% | 262 | -324 | -7.42% | Q4 2025 | Jan 22, 2026 |
| Magnetar Financial LLC | History | New | 4,031 | 236 | 0.0% | — | 263 | +4,031 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 4,010 | 235 | 0.0% | 0.0% | 264 | +234 | 6.2% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,999 | 234 | 0.0% | 0.0% | 265 | -90 | -2.2% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | New | 3,914 | 229 | 0.0% | — | 266 | +3,914 | New | Q4 2025 | Feb 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 3,892 | 228 | 0.02% | — | 267 | +3,892 | New | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 3,751 | 220 | 0.01% | — | 268 | +3,751 | New | Q4 2025 | Feb 17, 2026 |
| Mechanics Bank Trust Department | History | No change | 3,710 | 217 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CWC Advisors, LLC. | History | Reduced | 3,681 | 216 | 0.1% | 0.1% | 270 | -53 | -1.42% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 3,602 | 212 | 0.0% | 0.0% | 271 | +339 | 10.39% | Q4 2025 | Jan 26, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,580 | 210 | 0.02% | 0.02% | 272 | -340 | -8.67% | Q4 2025 | Jan 13, 2026 |
| Atria Investments, Inc | History | Reduced | 3,485 | 204 | 0.0% | 0.0% | 273 | -216 | -5.84% | Q4 2025 | Feb 05, 2026 |
| Archer Investment Corp | History | Added to | 3,166 | 185 | 0.04% | 0.04% | 274 | +373 | 13.35% | Q4 2025 | Jan 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,019 | 177 | 0.0% | 0.0% | 277 | +755 | 33.35% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,027 | 177 | 0.0% | 0.0% | 275 | +104 | 3.56% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 3,023 | 177 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,534 | 149 | 0.0% | 0.0% | 278 | +1,221 | 92.99% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,425 | 142 | 0.01% | — | 279 | +2,425 | New | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,351 | 138 | 0.0% | 0.0% | 280 | +425 | 22.07% | Q4 2025 | Jan 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,244 | 131 | 0.03% | 0.02% | 281 | +1,746 | 350.6% | Q4 2025 | Mar 03, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,712 | 100 | 0.0% | 0.0% | 282 | +4 | 0.23% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,652 | 98 | 0.0% | 0.01% | 283 | -11 | -0.66% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,432 | 84 | 0.0% | 0.0% | 284 | +473 | 49.32% | Q4 2025 | Jan 05, 2026 |
| FIL Ltd | History | Reduced | 1,367 | 80 | 0.0% | 0.0% | 285 | -124 | -8.32% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Asset Management LLP | History | No change | 1,332 | 79 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,127 | 66 | 0.0% | 0.0% | 287 | -4 | -0.35% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | New | 1,084 | 63 | 0.01% | — | 288 | +1,084 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,023 | 60 | 0.0% | — | 289 | +1,023 | New | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 983 | 57 | 0.02% | 0.16% | 290 | -4,470 | -81.97% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 946 | 55 | 0.0% | 0.0% | 291 | +589 | 164.99% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 890 | 52 | 0.0% | 0.0% | 293 | +741 | 497.32% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | No change | 900 | 52 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 848 | 49 | 0.0% | 0.0% | 294 | -94 | -9.98% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 836 | 49 | 0.0% | 0.0% | 295 | -1 | -0.12% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 811 | 47 | 0.0% | 0.0% | 296 | -89 | -9.89% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 714 | 41 | 0.0% | 0.0% | 297 | +470 | 192.62% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 665 | 39 | 0.0% | 0.0% | 298 | -65 | -8.9% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 651 | 38 | 0.0% | 0.0% | 299 | +191 | 41.52% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 603 | 35 | 0.0% | 0.0% | 300 | +65 | 12.08% | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 543 | 32 | 0.0% | 0.0% | 301 | +75 | 16.03% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Added to | 549 | 32 | 0.0% | 0.0% | 302 | +26 | 4.97% | Q4 2025 | Jan 16, 2026 |
| Global X Japan Co., Ltd. | History | No change | 558 | 32 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| UMB Bank, n.a. | History | Added to | 535 | 31 | 0.0% | 0.0% | 304 | +177 | 49.44% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 509 | 29 | 0.0% | — | 305 | +509 | New | Q4 2025 | Feb 11, 2026 |
| Wiser Advisor Group LLC | History | Added to | 450 | 26 | 0.03% | 0.03% | 306 | +4 | 0.9% | Q4 2025 | Feb 09, 2026 |
| Clearstead Trust, LLC | History | Reduced | 426 | 25 | 0.0% | 0.0% | 307 | -43 | -9.17% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 376 | 22 | 0.0% | — | 308 | +340 | 944.44% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 359 | 21 | 0.0% | 0.0% | 309 | -130 | -26.58% | Q4 2025 | Feb 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 342 | 20 | 0.0% | — | 310 | +342 | New | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisors, LLC | History | No change | 326 | 19 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 279 | 16 | 0.0% | 0.0% | 312 | -89 | -24.18% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 264 | 15 | 0.0% | 0.0% | 313 | -2 | -0.75% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 242 | 14 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 207 | 12 | 0.0% | 0.0% | 315 | -16 | -7.17% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 156 | 9 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Quarry LP | History | Reduced | 148 | 8 | 0.0% | 0.0% | 319 | -251 | -62.91% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 147 | 8 | 0.0% | 0.0% | 317 | +12 | 8.89% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 146 | 8 | 0.0% | 0.0% | 320 | +12 | 8.96% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 144 | 8 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 128 | 7 | 0.0% | 0.0% | 321 | -188 | -59.49% | Q4 2025 | Jan 26, 2026 |
| SageView Advisory Group, LLC | History | New | 136 | 7 | 0.0% | — | 323 | +136 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 130 | 7 | 0.0% | 0.0% | 322 | -31 | -19.25% | Q4 2025 | Feb 10, 2026 |
| Accent Capital Management, LLC | History | No change | 119 | 7 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 112 | 6 | 0.0% | 0.0% | 325 | +47 | 72.31% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 99 | 5 | 0.0% | 0.0% | 327 | -16 | -13.91% | Q4 2025 | Jan 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | New | 69 | 4 | 0.0% | — | 331 | +69 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 77 | 4 | 0.0% | 0.0% | 329 | -7 | -8.33% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 82 | 4 | 0.0% | 0.0% | 328 | -3 | -3.53% | Q4 2025 | Feb 05, 2026 |
| Dogwood Wealth Management LLC | History | No change | 78 | 4 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 67 | 3 | 0.0% | 0.0% | 332 | -15 | -18.29% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 59 | 3 | 0.0% | 0.0% | 334 | +12 | 25.53% | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 60 | 3 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IMG Wealth Management, Inc. | History | No change | 67 | 3 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| High Note Wealth, LLC | History | Reduced | 38 | 2 | 0.0% | 0.0% | 337 | -50 | -56.82% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 47 | 2 | 0.0% | — | 339 | +47 | New | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | New | 26 | 2 | 0.0% | — | 336 | +26 | New | Q4 2025 | Feb 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Inspire Investing, LLC | History | New | 24 | 1 | 0.0% | — | 342 | +24 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 20 | 1 | 0.0% | — | 344 | +20 | New | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | New | 19 | 1 | 0.0% | — | 343 | +19 | New | Q4 2025 | Jan 16, 2026 |
| Ankerstar Wealth, LLC | History | New | 19 | 1 | 0.0% | — | 346 | +19 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 31 | 1 | 0.0% | — | 347 | +15 | 93.75% | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 26 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MOTCO | History | No change | 18 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Adelante Capital Management LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -283,173 | -100.0% | Q3 2025 | Nov 17, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -41,938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,859 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,132 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,135 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,098 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,361 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -4,630 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,082 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,773 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,747 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -3,647 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtus Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,935 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -448 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -87 | -87.0% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 21, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MidFirst Bank | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 25, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Johnson Financial Group, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROSS\JOHNSON & Associates LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 8 | 0 | — | — | — | -6 | -42.86% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| FINANCIAL CONSULATE, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |