ServiceTitan, Inc. - TTAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ICONIQ Capital, LLC | History | No change | 11,527,632 | 1,227,692 | 18.54% | 14.45% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Deer Management Co. LLC | History | Reduced | 5,796,012 | 617,275 | 60.0% | 56.73% | 2 | -491,255 | -7.81% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,869,009 | 518,549 | 0.01% | 0.01% | 3 | +439,079 | 9.91% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 3,463,937 | 368,909 | 0.99% | 0.55% | 4 | +1,220,254 | 54.39% | Q4 2025 | Feb 13, 2026 |
| Battery Management Corp. | History | Reduced | 3,299,941 | 351,443 | 56.43% | 78.07% | 5 | -763,747 | -18.79% | Q4 2025 | Feb 17, 2026 |
| Park Avenue Institutional Advisers LLC | History | New | 2,757 | 293,621 | 29.19% | — | 6 | +2,757 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,674,060 | 284,787 | 0.02% | 0.02% | 7 | -219,899 | -7.6% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,014,025 | 214,493 | 0.05% | 0.04% | 8 | +508,848 | 33.81% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,784,520 | 190,051 | 0.01% | 0.0% | 9 | +1,212,003 | 211.7% | Q4 2025 | Feb 17, 2026 |
| GENERATION INVESTMENT MANAGEMENT LLP | History | No change | 1,751,224 | 186,505 | 1.29% | 1.17% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,718,517 | 183,022 | 0.0% | 0.0% | 11 | +12,892 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Index Venture Growth Associates IV Ltd | History | No change | 1,711,862 | 182,313 | 65.54% | 56.47% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 1,617,353 | 172,248 | 0.26% | 0.16% | 13 | +519,024 | 47.26% | Q4 2025 | Feb 17, 2026 |
| GREENOAKS CAPITAL PARTNERS LLC | History | Added to | 1,552,257 | 165,315 | 5.55% | 4.23% | 14 | +264,926 | 20.58% | Q4 2025 | Feb 17, 2026 |
| SCGE MANAGEMENT, L.P. | History | No change | 1,229,285 | 130,918 | 2.98% | 2.42% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital International Investors | History | Added to | 1,224,699 | 130,430 | 0.02% | 0.02% | 16 | +236,287 | 23.91% | Q4 2025 | Feb 11, 2026 |
| BAMCO INC /NY/ | History | Added to | 1,096,931 | 116,823 | 0.32% | 0.26% | 17 | +134,313 | 13.95% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,058,008 | 112,677 | 0.01% | — | 18 | +1,058,008 | New | Q4 2025 | Feb 10, 2026 |
| Dragoneer Investment Group, LLC | History | No change | 1,000,885 | 106,594 | 2.32% | 2.23% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 928,620 | 98,899 | 0.01% | 0.01% | 20 | -95,353 | -9.31% | Q4 2025 | Feb 17, 2026 |
| THOMA BRAVO, L.P. | History | No change | 1,039,099 | 93,342 | 0.92% | 0.9% | 21 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 864,582 | 92,077 | 1.39% | 1.31% | 22 | -41,122 | -4.54% | Q4 2025 | Feb 06, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 842,275 | 89,702 | 0.3% | — | 23 | +842,275 | New | Q4 2025 | Feb 18, 2026 |
| Atreides Management, LP | History | Added to | 792,433 | 84,394 | 1.03% | 1.23% | 24 | +166,206 | 26.54% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 772,198 | 82,241 | 0.04% | 0.02% | 25 | +298,774 | 63.11% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 768,152 | 81,808 | 0.06% | 0.05% | 26 | +97,269 | 14.5% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 702,091 | 74,772 | 0.02% | 0.02% | 27 | -6,570 | -0.93% | Q4 2025 | Jan 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 701,286 | 74,686 | 0.02% | 0.02% | 28 | +106,945 | 17.99% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 678,984 | 72,311 | 0.02% | 0.02% | 29 | +162,203 | 31.39% | Q4 2025 | Feb 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 670,270 | 71,416 | 0.0% | 0.0% | 30 | +26,273 | 4.08% | Q4 2025 | Feb 09, 2026 |
| Liontrust Investment Partners LLP | History | Added to | 641,923 | 68,364 | 1.01% | 0.44% | 31 | +342,071 | 114.08% | Q4 2025 | Feb 17, 2026 |
| Madison Asset Management, LLC | History | New | 638,075 | 67,955 | 0.78% | — | 32 | +638,075 | New | Q4 2025 | Feb 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 627,428 | 66,821 | 0.01% | 0.01% | 33 | +239,454 | 61.72% | Q4 2025 | Feb 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 597,669 | 63,651 | 0.67% | 0.63% | 34 | -14,211 | -2.32% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | Added to | 586,958 | 62,511 | 0.05% | 0.04% | 35 | +37,132 | 6.75% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 506,115 | 53,901 | 0.01% | 0.01% | 36 | +14,750 | 3.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 480,089 | 51,129 | 0.0% | 0.0% | 37 | +97,031 | 25.33% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 468,379 | 49,882 | 0.0% | 0.0% | 38 | -321,953 | -40.74% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 462,126 | 49,216 | 0.01% | 0.01% | 39 | -34,925 | -7.03% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 435,802 | 46,412 | 0.01% | 0.01% | 40 | -168,834 | -27.92% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 402,365 | 42,851 | 0.02% | 0.02% | 41 | -6,081 | -1.49% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 367,828 | 39,174 | 0.06% | — | 42 | +367,828 | New | Q4 2025 | Feb 10, 2026 |
| NZS Capital, LLC | History | Added to | 362,203 | 38,574 | 1.18% | 1.06% | 43 | +20,456 | 5.99% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 359,049 | 38,238 | 0.03% | 0.09% | 44 | -526,594 | -59.46% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 355,159 | 37,825 | 0.33% | 0.33% | 45 | -9,667 | -2.65% | Q4 2025 | Feb 11, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 343,650 | 36,598 | 2.61% | 1.89% | 46 | +75,258 | 28.04% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 328,814 | 35,018 | 0.0% | 0.0% | 47 | +51,215 | 18.45% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 318,263 | 33,895 | 0.01% | — | 48 | +318,263 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 321,815 | 32,693 | 0.05% | 0.04% | 49 | +55,256 | 20.73% | Q4 2025 | Jan 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 286,609 | 30,523 | 0.01% | 0.01% | 50 | -5,018 | -1.72% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | No change | 285,691 | 30,426 | 0.12% | 0.14% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 282,021 | 30,035 | 0.01% | 0.01% | 52 | -64,303 | -18.57% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 277,937 | 29,600 | 0.01% | 0.02% | 53 | -130,581 | -31.96% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 274,637 | 29,248 | 0.0% | 0.0% | 54 | -87,205 | -24.1% | Q4 2025 | Mar 25, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 272,095 | 28,978 | 0.09% | 0.11% | 55 | -83,612 | -23.51% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 267,436 | 28,481 | 0.01% | 0.01% | 56 | +76,460 | 40.04% | Q4 2025 | Feb 10, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 263,000 | 28,009 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 261,241 | 27,822 | 0.03% | 0.04% | 58 | -140,288 | -34.94% | Q4 2025 | Feb 17, 2026 |
| Index Venture Growth Associates V Ltd | History | New | 256,110 | 27,275 | 8.85% | — | 59 | +256,110 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Reduced | 242,400 | 25,815 | 0.04% | 0.04% | 60 | -17,700 | -6.81% | Q4 2025 | Feb 13, 2026 |
| Daventry Group, LP | History | Added to | 226,340 | 24,105 | 16.03% | 10.39% | 61 | +80,718 | 55.43% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 220,173 | 23,448 | 0.33% | 0.89% | 62 | -503,668 | -69.58% | Q4 2025 | Feb 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 219,614 | 23,388 | 0.02% | 0.02% | 63 | -133 | -0.06% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 213,376 | 22,724 | 0.04% | 0.03% | 64 | +43,376 | 25.52% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 206,900 | 22,034 | 0.0% | 0.0% | 65 | -106,400 | -33.96% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 206,335 | 21,974 | 0.03% | 0.09% | 66 | -377,178 | -64.64% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 200,600 | 21,363 | 0.03% | 0.07% | 67 | -316,900 | -61.24% | Q4 2025 | Feb 12, 2026 |
| Ghisallo Capital Management LLC | History | Reduced | 200,000 | 21,300 | 0.95% | 1.13% | 68 | -141,541 | -41.44% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 191,900 | 20,437 | 0.06% | 0.17% | 69 | -377,640 | -66.31% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 188,485 | 20,073 | 0.03% | 0.01% | 70 | +97,312 | 106.73% | Q4 2025 | Feb 17, 2026 |
| LITTLEJOHN & CO LLC | History | New | 184,844 | 19,685 | 10.25% | — | 71 | +184,844 | New | Q4 2025 | Feb 11, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 183,464 | 19,663 | 0.04% | 0.06% | 72 | -80,161 | -30.41% | Q4 2025 | Feb 09, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 178,616 | 19,023 | 0.3% | 0.01% | 73 | +169,634 | 1888.6% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 160,762 | 17,121 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 160,693 | 17,113 | 0.02% | 0.01% | 75 | +47,348 | 41.77% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 157,452 | 16,768 | 0.02% | 0.01% | 76 | +45,654 | 40.84% | Q4 2025 | Feb 13, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 150,000 | 15,975 | 1.22% | 1.23% | 77 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 146,550 | 15,608 | 0.01% | 0.01% | 78 | +74,176 | 102.49% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 144,863 | 15,427 | 0.03% | 0.06% | 79 | -95,168 | -39.65% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 142,925 | 15,221 | 0.0% | 0.0% | 80 | +34,673 | 32.03% | Q4 2025 | Feb 17, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 132,410 | 14,101 | 2.37% | 2.08% | 81 | +11,966 | 9.93% | Q4 2025 | Jan 21, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 131,616 | 14,017 | 0.2% | — | 82 | +131,616 | New | Q4 2025 | Feb 17, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 124,159 | 13,222 | 0.17% | 0.11% | 83 | +41,467 | 50.15% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 123,993 | 13,205 | 0.1% | 0.1% | 84 | +12,247 | 10.96% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 122,591 | 13,055 | 0.01% | 0.01% | 85 | +63,089 | 106.03% | Q4 2025 | Feb 17, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 117,055 | 12,466 | 0.53% | 0.44% | 86 | +20,545 | 21.29% | Q4 2025 | Feb 17, 2026 |
| EMERGENCE GP PARTNERS, LLC | History | No change | 116,500 | 12,407 | 8.05% | 5.74% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 115,198 | 12,268 | 0.17% | 0.15% | 88 | +5,135 | 4.67% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 114,028 | 12,143 | 0.0% | 0.0% | 89 | +7,254 | 6.79% | Q4 2025 | Jan 29, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 113,466 | 12,084 | 0.01% | 0.01% | 90 | -921 | -0.81% | Q4 2025 | Jan 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 108,500 | 11,555 | 0.01% | 0.0% | 91 | +83,300 | 330.56% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 107,704 | 11,470 | 0.02% | 0.02% | 92 | -4,840 | -4.3% | Q4 2025 | Feb 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 107,466 | 11,445 | 0.04% | 0.17% | 93 | -392,579 | -78.51% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 104,644 | 11,144 | 0.0% | 0.0% | 94 | +8,566 | 8.92% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 100,759 | 10,730 | 0.01% | 0.03% | 95 | -332,224 | -76.73% | Q4 2025 | Feb 13, 2026 |
| Burkehill Global Management, LP | History | No change | 100,000 | 10,650 | 0.7% | 0.57% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 93,778 | 9,987 | 0.02% | 0.0% | 97 | +85,880 | 1087.36% | Q4 2025 | Jan 23, 2026 |
| Sands Capital Alternatives, LLC | History | New | 89,856 | 9,569 | 1.85% | — | 98 | +89,856 | New | Q4 2025 | Feb 13, 2026 |
| DF DENT & CO INC | History | Reduced | 89,575 | 9,539 | 0.14% | 0.12% | 99 | -2,740 | -2.97% | Q4 2025 | Feb 17, 2026 |
| Robeco Schweiz AG | History | Added to | 83,200 | 8,860 | 0.2% | 0.14% | 100 | +21,700 | 35.28% | Q4 2025 | Feb 03, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 76,400 | 8,136 | 0.01% | 0.01% | 101 | +7,300 | 10.56% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 68,900 | 7,337 | 0.01% | 0.06% | 102 | -222,800 | -76.38% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 65,000 | 6,922 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PEAK6 LLC | History | Reduced | 63,100 | 6,720 | 0.01% | 0.01% | 104 | -14,100 | -18.26% | Q4 2025 | Mar 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 60,739 | 6,468 | 0.08% | 0.12% | 105 | -43,137 | -41.53% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 58,700 | 6,251 | 0.0% | — | 106 | +58,700 | New | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 58,268 | 6,205 | 0.02% | 0.02% | 107 | -2,038 | -3.38% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 60,724 | 6,180 | 0.07% | 0.0% | 108 | +60,208 | 11668.22% | Q4 2025 | Jan 26, 2026 |
| MARSICO CAPITAL MANAGEMENT LLC | History | New | 54,979 | 5,855 | 0.16% | — | 109 | +54,979 | New | Q4 2025 | Feb 12, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | New | 53,000 | 5,644 | 0.12% | — | 110 | +53,000 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 51,900 | 5,527 | 0.02% | 0.01% | 111 | +36,337 | 233.48% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 51,456 | 5,480 | 0.01% | 0.01% | 112 | +20,973 | 68.8% | Q4 2025 | Feb 11, 2026 |
| 1832 Asset Management L.P. | History | New | 51,400 | 5,474 | 0.0% | — | 113 | +51,400 | New | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 49,020 | 5,220 | 0.12% | 0.13% | 114 | -3,848 | -7.28% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | New | 47,400 | 5,048 | 0.0% | — | 115 | +47,400 | New | Q4 2025 | Feb 12, 2026 |
| Twin Tree Management, LP | History | New | 45,100 | 4,803 | 0.04% | — | 116 | +45,100 | New | Q4 2025 | Feb 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 44,308 | 4,718 | 0.52% | 0.53% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 44,017 | 4,687 | 0.0% | 0.01% | 118 | -78,076 | -63.95% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 43,195 | 4,600 | 0.0% | 0.0% | 119 | +10,554 | 32.33% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 41,551 | 4,425 | 0.01% | 0.01% | 120 | -1,238 | -2.89% | Q4 2025 | Feb 02, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 41,354 | 4,404 | 0.07% | — | 121 | +41,354 | New | Q4 2025 | Feb 06, 2026 |
| Renaissance Capital LLC | History | Added to | 41,223 | 4,390 | 3.16% | 0.72% | 122 | +28,454 | 222.84% | Q4 2025 | Jan 29, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | New | 40,200 | 4,281 | 0.1% | — | 123 | +40,200 | New | Q4 2025 | Jan 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 39,385 | 4,194 | 0.02% | 0.03% | 124 | -44,286 | -52.93% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 38,697 | 4,121 | 0.06% | 0.04% | 125 | +16,173 | 71.8% | Q4 2025 | Feb 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 38,036 | 4,051 | 0.01% | 0.0% | 126 | +34,784 | 1069.62% | Q4 2025 | Jan 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 37,173 | 3,958 | 0.01% | 0.01% | 127 | +4,313 | 13.13% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 35,875 | 3,820 | 0.0% | — | 128 | +35,875 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 34,955 | 3,722 | 0.04% | 0.03% | 129 | +12,976 | 59.04% | Q4 2025 | Feb 03, 2026 |
| STRS OHIO | History | New | 34,800 | 3,706 | 0.01% | — | 130 | +34,800 | New | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Added to | 34,324 | 3,655 | 0.0% | 0.0% | 131 | +21,137 | 160.29% | Q4 2025 | Feb 13, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | New | 33,868 | 3,606 | 0.78% | — | 132 | +33,868 | New | Q4 2025 | Feb 17, 2026 |
| Greycroft LP | History | Added to | 30,000 | 3,195 | 2.02% | 0.89% | 133 | +20,000 | 200.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 31,101 | 3,165 | 0.07% | 0.0% | 134 | +30,855 | 12542.68% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | New | 27,390 | 2,917 | 0.0% | — | 135 | +27,390 | New | Q4 2025 | Feb 06, 2026 |
| Taylor Frigon Capital Management LLC | History | Added to | 26,768 | 2,850 | 1.44% | 1.13% | 136 | +4,184 | 18.53% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 26,513 | 2,823 | 0.01% | 0.0% | 137 | +20,899 | 372.27% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 25,759 | 2,743 | 0.0% | 0.0% | 138 | +11,169 | 76.55% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | New | 25,144 | 2,677 | 0.01% | — | 139 | +25,144 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 24,391 | 2,597 | 0.0% | 0.0% | 140 | -4,851 | -16.59% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 23,897 | 2,545 | 0.0% | — | 141 | +23,897 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 23,674 | 2,521 | 0.0% | 0.0% | 142 | -197 | -0.83% | Q4 2025 | Feb 12, 2026 |
| Bullseye Asset Management LLC | History | Added to | 21,836 | 2,325 | 1.25% | 0.52% | 143 | +12,000 | 122.0% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 21,500 | 2,289 | 0.0% | 83.77% | 144 | -157,445 | -87.99% | Q4 2025 | Feb 17, 2026 |
| Sone Capital Management, LLC | History | Reduced | 21,390 | 2,278 | 0.18% | 0.37% | 145 | -22,282 | -51.02% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 21,341 | 2,272 | 0.0% | — | 146 | +21,341 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 20,850 | 2,220 | 0.0% | 0.01% | 147 | -930 | -4.27% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 20,421 | 2,174 | 0.0% | 0.0% | 148 | +11,529 | 129.66% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 20,355 | 2,167 | 0.0% | 0.0% | 149 | -1,380 | -6.35% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Added to | 20,283 | 2,160 | 0.02% | 0.02% | 150 | +7,229 | 55.38% | Q4 2025 | Feb 05, 2026 |
| Symmetry Investments LP | History | New | 20,000 | 2,130 | 0.18% | — | 151 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 19,997 | 2,129 | 0.1% | 0.05% | 152 | +9,384 | 88.42% | Q4 2025 | Feb 04, 2026 |
| PATHWAY CAPITAL MANAGEMENT, LP | History | New | 19,959 | 2,125 | 27.27% | — | 153 | +19,959 | New | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 19,669 | 2,094 | 0.0% | 0.0% | 154 | -1,127 | -5.42% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 19,376 | 2,063 | 0.02% | 0.03% | 155 | -18,142 | -48.36% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | New | 18,771 | 1,999 | 0.01% | — | 156 | +18,771 | New | Q4 2025 | Jan 29, 2026 |
| Jump Financial, LLC | History | Reduced | 18,504 | 1,970 | 0.02% | 0.06% | 157 | -30,030 | -61.87% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | New | 18,480 | 1,968 | 0.0% | — | 158 | +18,480 | New | Q4 2025 | Feb 12, 2026 |
| MSD Partners, L.P. | History | No change | 18,388 | 1,958 | 1.8% | 1.23% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 17,938 | 1,910 | 0.0% | 0.0% | 160 | +8,494 | 89.94% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 17,483 | 1,861 | 0.06% | — | 161 | +17,483 | New | Q4 2025 | Feb 17, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 16,588 | 1,766 | 0.54% | — | 162 | +16,588 | New | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 16,416 | 1,748 | 0.0% | 0.01% | 163 | -152,572 | -90.29% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,395 | 1,746 | 0.0% | 0.0% | 164 | +2,736 | 20.03% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 16,350 | 1,741 | 0.0% | — | 165 | +16,350 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 15,391 | 1,639 | 0.0% | — | 166 | +15,391 | New | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Management LLC | History | No change | 15,236 | 1,622 | 0.05% | 0.04% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 14,786 | 1,574 | 0.0% | 0.0% | 168 | +2,195 | 17.43% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 13,891 | 1,479 | 0.01% | 0.0% | 169 | +7,017 | 102.08% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 13,808 | 1,470 | 0.0% | 0.0% | 170 | +1,708 | 14.12% | Q4 2025 | Jan 28, 2026 |
| Concentric Capital Strategies, LP | History | Added to | 13,683 | 1,457 | 0.07% | 0.06% | 171 | +1,059 | 8.39% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 13,122 | 1,397 | 0.0% | 0.01% | 172 | -64,051 | -83.0% | Q4 2025 | Feb 17, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | New | 13,031 | 1,387 | 0.13% | — | 173 | +13,031 | New | Q4 2025 | Feb 13, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 12,937 | 1,377 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | No change | 12,895 | 1,373 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12,022 | 1,280 | 0.03% | 0.02% | 176 | +3,292 | 37.71% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,006 | 1,278 | 0.02% | 0.03% | 177 | -2,242 | -15.74% | Q4 2025 | Jan 16, 2026 |
| Quent Capital, LLC | History | New | 11,000 | 1,171 | 0.08% | — | 178 | +11,000 | New | Q4 2025 | Jan 29, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 10,165 | 1,082 | 0.07% | — | 179 | +10,165 | New | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,155 | 1,081 | 0.01% | 0.0% | 180 | +3,354 | 49.32% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 10,060 | 1,071 | 0.0% | — | 181 | +10,060 | New | Q4 2025 | Feb 13, 2026 |
| DIKER MANAGEMENT LLC | History | Reduced | 10,000 | 1,065 | 0.82% | 1.87% | 182 | -13,000 | -56.52% | Q4 2025 | Feb 17, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 9,594 | 1,021 | 0.16% | — | 183 | +9,594 | New | Q4 2025 | Feb 06, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 9,487 | 1,010 | 0.02% | 0.02% | 184 | -334 | -3.4% | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 9,400 | 1,001 | 0.01% | — | 185 | +9,400 | New | Q4 2025 | Feb 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 9,336 | 994 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AIA Group Ltd | History | No change | 9,336 | 994 | 0.01% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,687 | 923 | 0.0% | 0.0% | 188 | -17,599 | -66.95% | Q4 2025 | Mar 20, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 8,585 | 914 | 0.01% | 0.02% | 189 | -132 | -1.51% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 8,409 | 895 | 0.0% | 0.0% | 190 | -4,571 | -35.22% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,585 | 807 | 0.0% | 0.0% | 191 | -13,385 | -63.83% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 7,300 | 777 | 0.0% | — | 192 | +7,300 | New | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,182 | 765 | 0.01% | 0.01% | 193 | +486 | 7.26% | Q4 2025 | Jan 05, 2026 |
| Penserra Capital Management LLC | History | New | 7,139 | 760 | 0.01% | — | 195 | +7,139 | New | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 7,138 | 760 | 0.01% | 0.01% | 194 | -159 | -2.18% | Q4 2025 | Feb 02, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 6,961 | 741 | 0.64% | — | 196 | +6,961 | New | Q4 2025 | Feb 04, 2026 |
| Intellectus Partners, LLC | History | Added to | 6,640 | 707 | 0.14% | 0.06% | 197 | +3,740 | 128.97% | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | New | 6,613 | 704 | 0.0% | — | 198 | +6,613 | New | Q4 2025 | Jan 28, 2026 |
| Northside Capital Management, LLC | History | No change | 6,293 | 670 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CenterBook Partners LP | History | New | 6,206 | 660 | 0.03% | — | 201 | +6,206 | New | Q4 2025 | Feb 11, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 6,200 | 660 | 0.23% | 0.23% | 200 | -182 | -2.85% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,135 | 653 | 0.0% | 0.01% | 202 | -494 | -7.45% | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | Reduced | 6,071 | 646 | 0.04% | 0.04% | 203 | -352 | -5.48% | Q4 2025 | Feb 17, 2026 |
| Blueshift Asset Management, LLC | History | New | 5,734 | 610 | 0.18% | — | 204 | +5,734 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,720 | 609 | 0.02% | 0.03% | 205 | +588 | 11.46% | Q4 2025 | Feb 04, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 5,498 | 589 | 0.01% | 0.02% | 206 | -1,072 | -16.32% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,457 | 581 | 0.01% | 0.01% | 207 | -3,071 | -36.01% | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,414 | 576 | 0.0% | 0.0% | 208 | +828 | 18.05% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,219 | 555 | 0.0% | 0.0% | 209 | +1,225 | 30.67% | Q4 2025 | Feb 13, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 5,127 | 546 | 0.08% | 0.04% | 210 | +1,943 | 61.02% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 5,100 | 543 | 0.0% | — | 211 | +5,100 | New | Q4 2025 | Jan 28, 2026 |
| LVW Advisors, LLC | History | New | 5,092 | 542 | 0.05% | — | 212 | +5,092 | New | Q4 2025 | Jan 14, 2026 |
| Impact Capital Partners LLC | History | Added to | 4,925 | 524 | 0.16% | 0.08% | 214 | +2,234 | 83.02% | Q4 2025 | Jan 07, 2026 |
| Vontobel Holding Ltd. | History | Added to | 4,928 | 524 | 0.0% | 0.0% | 213 | +761 | 18.26% | Q4 2025 | Feb 13, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Reduced | 4,830 | 514 | 0.14% | 0.48% | 215 | -17,170 | -78.05% | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | Reduced | 4,835 | 514 | 0.01% | 0.05% | 216 | -14,457 | -74.94% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Added to | 4,824 | 513 | 0.0% | 0.0% | 218 | +1,881 | 63.91% | Q4 2025 | Feb 18, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 4,817 | 513 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,453 | 474 | 0.02% | — | 219 | +4,453 | New | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Added to | 4,422 | 470 | 0.13% | 0.11% | 220 | +665 | 17.7% | Q4 2025 | Feb 13, 2026 |
| HAMILTON LANE ADVISORS LLC | History | Added to | 4,245 | 452 | 0.25% | 0.16% | 221 | +1,552 | 57.63% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,046 | 430 | 0.0% | 0.0% | 222 | +1,329 | 48.91% | Q4 2025 | Feb 12, 2026 |
| Luxor Capital Group, LP | History | Reduced | 4,000 | 426 | 0.03% | 0.04% | 223 | -5,000 | -55.56% | Q4 2025 | Feb 17, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Reduced | 3,886 | 413 | 0.02% | 0.02% | 224 | -39 | -0.99% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | New | 3,858 | 410 | 0.0% | — | 225 | +3,858 | New | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,736 | 397 | 0.0% | 0.0% | 226 | +1,144 | 44.14% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,545 | 377 | 0.0% | 0.0% | 227 | -5,711 | -61.7% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | New | 3,533 | 376 | 0.0% | — | 228 | +3,533 | New | Q4 2025 | Jan 29, 2026 |
| GABELLI FUNDS LLC | History | New | 3,500 | 372 | 0.0% | — | 229 | +3,500 | New | Q4 2025 | Feb 05, 2026 |
| Shay Capital LLC | History | New | 3,500 | 372 | 0.04% | — | 230 | +3,500 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | New | 3,500 | 372 | 0.03% | — | 232 | +3,500 | New | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 3,499 | 372 | 0.01% | 0.01% | 231 | +5 | 0.14% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,447 | 367 | 0.01% | 0.33% | 233 | -118,446 | -97.17% | Q4 2025 | Feb 10, 2026 |
| Qsemble Capital Management, LP | History | New | 3,392 | 361 | 0.03% | — | 234 | +3,392 | New | Q4 2025 | Feb 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 3,293 | 350 | 0.0% | — | 235 | +3,293 | New | Q4 2025 | Jan 23, 2026 |
| PharVision Advisers, LLC | History | New | 3,283 | 349 | 0.18% | — | 236 | +3,283 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | New | 3,240 | 345 | 0.16% | — | 237 | +3,240 | New | Q4 2025 | Jan 12, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 3,231 | 344 | 0.0% | 0.0% | 238 | -362 | -10.08% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Added to | 3,118 | 332 | 0.02% | 0.01% | 239 | +251 | 8.75% | Q4 2025 | Jan 27, 2026 |
| WoodTrust Financial Corp | History | Added to | 3,000 | 320 | 0.04% | 0.03% | 240 | +400 | 15.38% | Q4 2025 | Jan 30, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 2,975 | 316 | 0.0% | 0.0% | 241 | +733 | 32.69% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,973 | 316 | 0.0% | 0.0% | 243 | +472 | 18.87% | Q4 2025 | Feb 06, 2026 |
| Perpetual Ltd | History | Added to | 2,976 | 316 | 0.0% | 0.0% | 242 | +15 | 0.51% | Q4 2025 | Jan 20, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 2,910 | 309 | 0.0% | 0.0% | 244 | -4,045 | -58.16% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | New | 2,864 | 305 | 0.0% | — | 245 | +2,864 | New | Q4 2025 | Feb 13, 2026 |
| Hudson Bay Capital Management LP | History | New | 2,680 | 285 | 0.0% | — | 246 | +2,680 | New | Q4 2025 | Feb 13, 2026 |
| Motley Fool Asset Management LLC | History | New | 2,677 | 285 | 0.01% | — | 247 | +2,677 | New | Q4 2025 | Feb 11, 2026 |
| Xcel Wealth Management, LLC | History | New | 2,675 | 284 | 0.07% | — | 248 | +2,675 | New | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,660 | 283 | 0.0% | 0.0% | 249 | -27 | -1.0% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,634 | 280 | 0.0% | — | 250 | +2,634 | New | Q4 2025 | Feb 18, 2026 |
| 25 LLC | History | Reduced | 2,571 | 273 | 0.09% | 0.09% | 251 | -189 | -6.85% | Q4 2025 | Jan 15, 2026 |
| CONNABLE OFFICE INC | History | Added to | 2,529 | 269 | 0.02% | 0.02% | 252 | +483 | 23.61% | Q4 2025 | Feb 03, 2026 |
| Bridgefront Capital, LLC | History | New | 2,513 | 267 | 0.07% | — | 253 | +2,513 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 2,448 | 260 | 0.03% | — | 254 | +2,448 | New | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | New | 2,415 | 257 | 0.0% | — | 255 | +2,415 | New | Q4 2025 | Feb 18, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 2,286 | 243 | 0.01% | — | 256 | +2,286 | New | Q4 2025 | Feb 17, 2026 |
| Blue Owl Capital Holdings LP | History | Reduced | 2,266 | 241 | 0.07% | 0.15% | 257 | -2,688 | -54.26% | Q4 2025 | Feb 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,146 | 228 | 0.0% | — | 258 | +2,146 | New | Q4 2025 | Feb 19, 2026 |
| Thrive Wealth Management, LLC | History | New | 2,130 | 226 | 0.03% | — | 259 | +2,130 | New | Q4 2025 | Jan 12, 2026 |
| WEXFORD CAPITAL LP | History | New | 2,086 | 222 | 0.04% | — | 260 | +2,086 | New | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | New | 2,046 | 217 | 0.02% | — | 261 | +2,046 | New | Q4 2025 | Feb 04, 2026 |
| Jain Global LLC | History | New | 2,000 | 213 | 0.0% | — | 262 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 1,997 | 212 | 0.0% | — | 263 | +1,997 | New | Q4 2025 | Feb 10, 2026 |
| Sivia Capital Partners, LLC | History | New | 1,963 | 209 | 0.04% | — | 264 | +1,963 | New | Q4 2025 | Feb 10, 2026 |
| Cambria Investment Management, L.P. | History | New | 1,940 | 206 | 0.01% | — | 265 | +1,940 | New | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | New | 1,908 | 203 | 0.01% | — | 266 | +1,908 | New | Q4 2025 | Jan 22, 2026 |
| Aureus Asset Management, LLC | History | New | 1,906 | 202 | 0.01% | — | 267 | +1,906 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | New | 1,891 | 201 | 0.0% | — | 268 | +1,891 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,859 | 197 | 0.0% | — | 269 | +1,859 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,820 | 193 | 0.0% | — | 270 | +1,820 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,808 | 192 | 0.01% | — | 272 | +1,808 | New | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,811 | 192 | 0.0% | 0.0% | 271 | +1,600 | 758.29% | Q4 2025 | Mar 16, 2026 |
| Penn Mutual Asset Management | History | New | 1,787 | 190 | 0.11% | — | 273 | +1,787 | New | Q4 2025 | Jan 23, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 1,750 | 186 | 0.05% | 0.02% | 274 | +1,000 | 133.33% | Q4 2025 | Jan 16, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,648 | 175 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,375 | 146 | 0.0% | 0.0% | 276 | -884 | -39.13% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 1,276 | 135 | 0.0% | 0.0% | 277 | +571 | 80.99% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | New | 1,267 | 134 | 0.0% | — | 278 | +1,267 | New | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,042 | 110 | 0.0% | 0.0% | 279 | +184 | 21.45% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 942 | 100 | 0.0% | 0.0% | 280 | +470 | 99.58% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 906 | 96 | 0.0% | 0.0% | 281 | +209 | 29.99% | Q4 2025 | Feb 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 900 | 95 | 0.03% | — | 282 | +900 | New | Q4 2025 | Jan 15, 2026 |
| KBC Group NV | History | New | 858 | 91 | 0.0% | — | 283 | +858 | New | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | Added to | 839 | 89 | 0.01% | 0.0% | 284 | +370 | 78.89% | Q4 2025 | Feb 04, 2026 |
| Daiwa Securities Group Inc. | History | New | 643 | 68 | 0.0% | — | 285 | +643 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 611 | 65 | 0.0% | — | 286 | +611 | New | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 526 | 56 | 0.0% | 0.0% | 287 | +108 | 25.84% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 526 | 56 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 491 | 52 | 0.0% | 0.0% | 289 | +391 | 391.0% | Q4 2025 | Feb 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 450 | 47 | 0.0% | 0.0% | 290 | -11 | -2.39% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 415 | 44 | 0.0% | 0.0% | 291 | -45,192 | -99.09% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 334 | 35 | 0.01% | — | 292 | +334 | New | Q4 2025 | Jan 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 324 | 34 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| eCIO, Inc. | History | New | 286 | 30 | 0.01% | — | 294 | +286 | New | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 266 | 28 | 0.0% | 0.0% | 295 | +174 | 189.13% | Q4 2025 | Jan 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 250 | 26 | 0.0% | 0.0% | 296 | +150 | 150.0% | Q4 2025 | Jan 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 246 | 26 | 0.01% | 0.01% | 297 | +77 | 45.56% | Q4 2025 | Mar 03, 2026 |
| Quarry LP | History | Reduced | 222 | 23 | 0.0% | 0.01% | 298 | -9 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 206 | 21 | 0.0% | 0.0% | 299 | +82 | 66.13% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 210 | 20 | 0.0% | — | 300 | +210 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 192 | 20 | 0.0% | 0.0% | 301 | +105 | 120.69% | Q4 2025 | Jan 30, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 180 | 19 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 158 | 17 | 0.0% | 0.0% | 303 | +136 | 618.18% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 164 | 17 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 149 | 15 | 0.01% | — | 306 | +149 | New | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 136 | 14 | 0.0% | — | 307 | +136 | New | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 130 | 13 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 105 | 11 | 0.0% | — | 309 | +105 | New | Q4 2025 | Feb 05, 2026 |
| Aspect Partners, LLC | History | Added to | 108 | 11 | 0.0% | 0.0% | 310 | +73 | 208.57% | Q4 2025 | Jan 23, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 91 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 81 | 8 | 0.0% | 0.0% | 312 | +16 | 24.62% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | Added to | 66 | 7 | 0.0% | 0.0% | 314 | +41 | 164.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 67 | 7 | 0.0% | 0.0% | 313 | +26 | 63.41% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | New | 58 | 6 | 0.0% | — | 315 | +58 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 59 | 6 | 0.0% | 0.0% | 316 | +36 | 156.52% | Q4 2025 | Jan 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 48 | 5 | 0.0% | — | 318 | +48 | New | Q4 2025 | Jan 30, 2026 |
| IFS Advisors, LLC | History | New | 47 | 5 | 0.0% | — | 319 | +47 | New | Q4 2025 | Jan 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 51 | 5 | 0.0% | 0.0% | 320 | +17 | 50.0% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | No change | 55 | 5 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 46 | 4 | 0.0% | — | 323 | +46 | New | Q4 2025 | Jan 14, 2026 |
| Principia Wealth Advisory, LLC | History | New | 46 | 4 | 0.0% | — | 329 | +46 | New | Q4 2025 | Feb 10, 2026 |
| First Command Advisory Services, Inc. | History | New | 40 | 4 | 0.0% | — | 324 | +40 | New | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 41 | 4 | 0.0% | 0.0% | 328 | +26 | 173.33% | Q4 2025 | Feb 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 39 | 4 | 0.0% | 0.0% | 321 | -22 | -36.07% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 40 | 4 | 0.0% | 0.0% | 322 | +18 | 81.82% | Q4 2025 | Jan 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 40 | 4 | 0.0% | 0.0% | 326 | +17 | 73.91% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 36 | 3 | 0.0% | — | 331 | +36 | New | Q4 2025 | Jan 23, 2026 |
| Marquette Asset Management, LLC | History | Added to | 33 | 3 | 0.0% | 0.0% | 330 | +18 | 120.0% | Q4 2025 | Jan 16, 2026 |
| Fortress Investment Group LLC | History | New | 28 | 2 | 0.0% | — | 332 | +28 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 27 | 2 | 0.0% | — | 333 | +22 | 440.0% | Q4 2025 | Jan 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 17 | 1 | 0.0% | — | 336 | +17 | New | Q4 2025 | Jan 30, 2026 |
| Copia Wealth Management | History | New | 17 | 1 | 0.0% | — | 337 | +17 | New | Q4 2025 | Feb 06, 2026 |
| NVWM, LLC | History | New | 15 | 1 | 0.0% | — | 334 | +15 | New | Q4 2025 | Jan 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 11 | 1 | 0.0% | 0.0% | 335 | -14 | -56.0% | Q4 2025 | Feb 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 12 | 1 | 0.0% | — | 338 | +12 | New | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,325,871 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -154,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -119,239 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.1% | — | -97,851 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -70,617 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -61,166 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -53,313 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -47,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Triasima Portfolio Management inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -32,737 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,019 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.09% | — | -22,217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.1% | — | -21,544 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -16,628 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -15,895 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.28% | — | -13,405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newlands Management Operations LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,013 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -9,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -7,810 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -7,771 | -100.0% | Q3 2025 | Nov 14, 2025 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,784 | -100.0% | Q3 2025 | Nov 10, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -4,690 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -4,434 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wildcat Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -4,138 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EdgeRock Capital LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,572 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,298 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.58% | — | -3,272 | -100.0% | Q3 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,011 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,008 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FIFTH LANE CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -2,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,219 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RiverPark Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -759 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Longaeva Partners L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CVA Family Office, LLC | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q4 2025 | Jan 12, 2026 |
| CENTRAL TRUST Co | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |