Twist Bioscience Corp - TWST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARK Investment Management LLC | History | Added to | 7,559,495 | 239,787 | 1.59% | 1.13% | 1 | +832,687 | 12.38% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 5,954,429 | 188,874 | 0.53% | 0.3% | 2 | +1,812,146 | 43.75% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Reduced | 5,894,972 | 186,988 | 0.0% | 0.0% | 3 | -283,404 | -4.59% | Q4 2025 | Feb 12, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 5,830,205 | 184,934 | 0.28% | 0.26% | 4 | -580,695 | -9.06% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,776,198 | 183,221 | 0.0% | 0.0% | 5 | +8,049 | 0.14% | Q4 2025 | Jan 29, 2026 |
| EdgePoint Investment Group Inc. | History | Added to | 5,377,991 | 170,589 | 1.4% | 0.86% | 6 | +1,295,672 | 31.74% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 3,627,818 | 115,074 | 0.0% | 0.0% | 7 | +538,755 | 17.44% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,902,829 | 60,357 | 0.04% | 0.03% | 8 | -217,377 | -10.25% | Q4 2025 | Jan 23, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 1,902,829 | 60,262 | 0.7% | 0.58% | 9 | -217,377 | -10.25% | Q4 2025 | Feb 11, 2026 |
| Soleus Capital Management, L.P. | History | Reduced | 1,861,802 | 59,056 | 2.18% | 2.64% | 10 | -4,432 | -0.24% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,696,594 | 53,815 | 0.01% | 0.01% | 11 | +69,574 | 4.28% | Q4 2025 | Mar 25, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,497,746 | 47,508 | 0.02% | 0.02% | 12 | -296,104 | -16.51% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,459,274 | 46,296 | 0.0% | 0.0% | 13 | +10,861 | 0.75% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,361,355 | 43,182 | 0.08% | 0.08% | 14 | -101,730 | -6.95% | Q4 2025 | Feb 05, 2026 |
| Invesco Ltd. | History | Reduced | 1,290,271 | 40,927 | 0.01% | 0.01% | 15 | -504,872 | -28.12% | Q4 2025 | Feb 19, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 1,276,195 | 40,480 | 0.03% | 0.03% | 16 | +13,456 | 1.07% | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,173,100 | 37,210 | 0.01% | 0.01% | 17 | +49,403 | 4.4% | Q4 2025 | Feb 13, 2026 |
| First Light Asset Management, LLC | History | Reduced | 1,140,771 | 36,185 | 2.77% | 3.17% | 18 | -54,112 | -4.53% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 866,356 | 27,480 | 0.0% | 0.0% | 19 | -625,750 | -41.94% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 865,634 | 27,457 | 0.01% | 0.01% | 20 | +27,570 | 3.29% | Q4 2025 | Feb 13, 2026 |
| Tao Capital Management LP | History | No change | 828,815 | 26,290 | 22.63% | 17.64% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 815,369 | 25,864 | 0.01% | 0.0% | 22 | +24,476 | 3.09% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 813,122 | 25,792 | 0.0% | 0.0% | 23 | +513,309 | 171.21% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 662,317 | 21,008 | 0.0% | 0.0% | 24 | +147,389 | 28.62% | Q4 2025 | Jan 29, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 618,933 | 19,632 | 0.01% | 0.01% | 25 | -15,667 | -2.47% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 591,180 | 18,752 | 0.03% | 0.02% | 26 | +6,486 | 1.11% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 579,370 | 18,377 | 0.02% | 0.01% | 27 | +333,134 | 135.29% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 548,392 | 17,394 | 0.0% | 0.0% | 28 | -25,240 | -4.4% | Q4 2025 | Feb 13, 2026 |
| STEMPOINT CAPITAL LP | History | New | 518,355 | 16,442 | 2.82% | — | 29 | +518,355 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 504,838 | 16,013 | 0.0% | 0.0% | 30 | -20,204 | -3.85% | Q4 2025 | Feb 17, 2026 |
| Freshford Capital Management, LLC | History | New | 420,171 | 13,327 | 5.34% | — | 31 | +420,171 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 415,609 | 13,183 | 0.01% | 0.0% | 32 | +294,144 | 242.16% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 401,282 | 12,728 | 0.01% | 0.0% | 33 | +307,824 | 329.37% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 399,354 | 12,667 | 0.0% | 0.0% | 34 | -51,020 | -11.33% | Q4 2025 | Feb 17, 2026 |
| Blue Water Life Science Advisors, LP | History | New | 383,000 | 12,148 | 7.62% | — | 35 | +383,000 | New | Q4 2025 | Feb 17, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 371,552 | 11,785 | 0.81% | 0.51% | 36 | +105,701 | 39.76% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | Reduced | 308,116 | 9,773 | 0.02% | 0.01% | 37 | -12,167 | -3.8% | Q4 2025 | Jan 16, 2026 |
| Nuveen, LLC | History | Reduced | 290,556 | 9,216 | 0.0% | 0.0% | 38 | -261,585 | -47.38% | Q4 2025 | Feb 12, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 288,283 | 9,144 | 0.28% | 0.25% | 39 | -3,870 | -1.32% | Q4 2025 | Jan 28, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 270,099 | 8,567 | 0.01% | 0.01% | 40 | -26,819 | -9.03% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 269,093 | 8,535 | 0.06% | 0.05% | 41 | +767 | 0.29% | Q4 2025 | Feb 17, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 256,878 | 8,148 | 0.34% | — | 42 | +256,878 | New | Q4 2025 | Feb 17, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 243,669 | 7,729 | 0.06% | 0.06% | 43 | -1,429 | -0.58% | Q4 2025 | Feb 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 222,647 | 7,302 | 0.01% | 0.0% | 44 | +115,880 | 108.54% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 215,147 | 6,824 | 0.0% | 0.0% | 45 | -803,087 | -78.87% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 212,593 | 6,743 | 0.01% | 0.01% | 46 | -13,679 | -6.05% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 6,407 | 6,407 | 0.0% | — | 47 | +6,407 | New | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 198,473 | 6,295 | 0.06% | 0.1% | 48 | -134,225 | -40.34% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 194,071 | 6,155 | 0.0% | 0.0% | 49 | -32,597 | -14.38% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 182,941 | 5,802 | 0.0% | 0.0% | 50 | -315,320 | -63.28% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 174,653 | 5,539 | 0.0% | 0.0% | 51 | +13,698 | 8.51% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 171,972 | 5,454 | 0.01% | 0.02% | 52 | -400,463 | -69.96% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 171,206 | 5,430 | 0.0% | 0.0% | 53 | +45,920 | 36.65% | Q4 2025 | Feb 09, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 153,172 | 4,858 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 139,893 | 4,437 | 0.02% | 0.01% | 55 | +74,444 | 113.74% | Q4 2025 | Feb 17, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Reduced | 135,650 | 4,302 | 0.16% | 0.18% | 56 | -36,137 | -21.04% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 135,622 | 4,301 | 0.0% | 0.0% | 57 | -25,552 | -15.85% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 129,990 | 4,123 | 0.06% | 0.06% | 58 | +12,741 | 10.87% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 129,552 | 4,109 | 0.0% | 0.0% | 59 | -78,356 | -37.69% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 119,000 | 3,774 | 0.0% | 0.0% | 60 | +2,900 | 2.5% | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 114,258 | 3,624 | 0.01% | 0.01% | 61 | -10 | -0.01% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 113,749 | 3,608 | 0.0% | 0.0% | 62 | -63,596 | -35.86% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 103,688 | 3,288 | 0.01% | — | 63 | +103,688 | New | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 103,117 | 3,270 | 0.01% | — | 64 | +103,117 | New | Q4 2025 | Feb 13, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 94,111 | 2,985 | 0.01% | 0.01% | 65 | -2,950 | -3.04% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 91,122 | 2,890 | 0.0% | 0.0% | 66 | -4,085 | -4.29% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 81,561 | 2,587 | 0.01% | 0.0% | 67 | +22,482 | 38.05% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 80,552 | 2,555 | 0.0% | — | 68 | +80,552 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 78,469 | 2,489 | 0.07% | 0.01% | 69 | +56,206 | 252.46% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 76,484 | 2,426 | 0.0% | 0.0% | 70 | +59,500 | 350.33% | Q4 2025 | Jan 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 76,318 | 2,423 | 0.0% | 0.0% | 71 | +855 | 1.13% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 74,819 | 2,373 | 0.0% | 0.0% | 72 | +28,059 | 60.01% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 73,127 | 2,319 | 0.01% | — | 73 | +73,127 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 68,937 | 2,186 | 0.0% | 0.0% | 74 | -150,595 | -68.6% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 66,524 | 2,110 | 0.0% | 0.0% | 75 | -76 | -0.11% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 66,027 | 2,094 | 0.0% | 0.0% | 76 | -12,323 | -15.73% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 65,122 | 2,082 | 0.0% | 0.0% | 77 | -468 | -0.71% | Q4 2025 | Jan 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 60,200 | 1,909 | 0.0% | 0.0% | 78 | +11,300 | 23.11% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 58,985 | 1,872 | 0.0% | 0.0% | 79 | +5,135 | 9.54% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 58,337 | 1,850 | 0.0% | 0.0% | 80 | -8 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 56,785 | 1,801 | 0.03% | 0.03% | 81 | +1,185 | 2.13% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 55,671 | 1,765 | 0.0% | 0.0% | 82 | -44,844 | -44.61% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 53,881 | 1,709 | 0.0% | 0.0% | 83 | -204,818 | -79.17% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 53,043 | 1,682 | 0.0% | 0.0% | 84 | +17,644 | 49.84% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 51,335 | 1,628 | 0.0% | 0.0% | 85 | +51 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Clarius Group, LLC | History | No change | 49,635 | 1,574 | 0.09% | 0.08% | 86 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 44,668 | 1,446 | 0.0% | 0.0% | 87 | +4,704 | 11.77% | Q4 2025 | Feb 03, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 42,355 | 1,343 | 0.04% | 0.02% | 88 | +17,701 | 71.8% | Q4 2025 | Feb 06, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 40,601 | 1,288 | 0.02% | 0.03% | 89 | -19,700 | -32.67% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | No change | 39,462 | 1,251 | 0.51% | 0.49% | 90 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 38,649 | 1,225 | 0.0% | 0.0% | 91 | -11,191 | -22.45% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 37,555 | 1,191 | 0.0% | 0.0% | 92 | -9,690 | -20.51% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 35,717 | 1,132 | 0.0% | 0.0% | 93 | -40,080 | -52.88% | Q4 2025 | Feb 13, 2026 |
| Maxi Investments CY Ltd | History | New | 35,000 | 1,110 | 0.2% | — | 94 | +35,000 | New | Q4 2025 | Feb 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 34,547 | 1,095 | 0.0% | 0.0% | 95 | -2,639 | -7.1% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 33,348 | 1,057 | 0.0% | 0.0% | 96 | -62,933 | -65.36% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,234 | 1,054 | 0.0% | — | 97 | +33,234 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 33,236 | 1,054 | 0.01% | 0.0% | 98 | -1,491 | -4.29% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 31,400 | 996 | 0.0% | 0.0% | 99 | +5,400 | 20.77% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 29,632 | 939 | 0.01% | 0.01% | 100 | +1,309 | 4.62% | Q4 2025 | Feb 02, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 27,581 | 874 | 0.0% | — | 101 | +27,581 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 26,323 | 834 | 0.01% | 0.01% | 102 | -2,778 | -9.55% | Q4 2025 | Jan 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 26,273 | 833 | 0.03% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 25,865 | 820 | 0.0% | — | 104 | +25,865 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 25,580 | 810 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 25,477 | 808 | 0.01% | 0.01% | 106 | +643 | 2.59% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,237 | 800 | 0.0% | 0.0% | 107 | +305 | 1.22% | Q4 2025 | Jan 29, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 23,005 | 729 | 0.04% | 0.04% | 108 | -117 | -0.51% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,959 | 728 | 0.0% | 0.0% | 109 | -18,850 | -45.09% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 22,444 | 711 | 0.0% | 0.0% | 111 | -41,454 | -64.88% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 22,428 | 711 | 0.01% | 0.0% | 110 | -1,312 | -5.53% | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 22,035 | 698 | 0.05% | — | 112 | +22,035 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 21,366 | 677 | 0.0% | 0.0% | 113 | +20,594 | 2667.62% | Q4 2025 | Jan 30, 2026 |
| Meridiem Capital Partners LP | History | New | 21,205 | 672 | 0.04% | — | 114 | +21,205 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 21,057 | 667 | 0.0% | 0.0% | 115 | +2,893 | 15.93% | Q4 2025 | Jan 27, 2026 |
| BRANDYWINE MANAGERS, LLC | History | No change | 20,970 | 665 | 0.33% | 0.57% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 20,868 | 661 | 0.02% | 0.02% | 117 | +2,570 | 14.05% | Q4 2025 | Jan 20, 2026 |
| Handelsbanken Fonder AB | History | Added to | 20,400 | 647 | 0.0% | 0.0% | 118 | +2,500 | 13.97% | Q4 2025 | Feb 06, 2026 |
| Odyssean, LLC | History | New | 18,935 | 600 | 0.43% | — | 119 | +18,935 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,539 | 588 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 18,028 | 571 | 0.0% | 0.0% | 121 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | New | 17,675 | 560 | 0.0% | — | 122 | +17,675 | New | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 17,538 | 556 | 0.0% | 0.0% | 123 | -2,150 | -10.92% | Q4 2025 | Feb 04, 2026 |
| Arizona State Retirement System | History | Reduced | 16,810 | 533 | 0.0% | 0.0% | 124 | -874 | -4.94% | Q4 2025 | Jan 28, 2026 |
| Jump Financial, LLC | History | New | 16,707 | 529 | 0.01% | — | 125 | +16,707 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,400 | 488 | 0.0% | 0.0% | 126 | -5,000 | -24.51% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 15,308 | 485 | 0.0% | 0.0% | 127 | -1,057 | -6.46% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 15,236 | 483 | 0.0% | — | 128 | +15,236 | New | Q4 2025 | Feb 05, 2026 |
| Quadrature Capital Ltd | History | New | 14,998 | 475 | 0.0% | — | 129 | +14,998 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,970 | 474 | 0.0% | 0.0% | 130 | +3,359 | 28.93% | Q4 2025 | Mar 16, 2026 |
| Inspire Investing, LLC | History | Reduced | 14,808 | 469 | 0.04% | 0.04% | 131 | -1,595 | -9.72% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 14,450 | 458 | 0.04% | — | 132 | +14,450 | New | Q4 2025 | Jan 30, 2026 |
| ProShare Advisors LLC | History | Added to | 13,636 | 432 | 0.0% | 0.0% | 133 | +1,375 | 11.21% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,900 | 409 | 0.0% | 0.0% | 134 | +800 | 6.61% | Q4 2025 | Jan 28, 2026 |
| Massar Capital Management, LP | History | New | 12,250 | 388 | 0.04% | — | 135 | +12,250 | New | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 12,049 | 382 | 0.0% | 0.0% | 136 | +325 | 2.77% | Q4 2025 | Feb 02, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 11,145 | 353 | 0.04% | 0.07% | 137 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,598 | 336 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 10,252 | 325 | 0.01% | — | 139 | +10,252 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | New | 10,211 | 323 | 0.0% | — | 140 | +10,211 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 10,153 | 321 | 0.0% | 0.0% | 141 | -10,332 | -50.44% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | New | 10,000 | 317 | 0.0% | — | 142 | +10,000 | New | Q4 2025 | Mar 12, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 9,992 | 316 | 0.05% | — | 144 | +9,992 | New | Q4 2025 | Feb 11, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 9,964 | 316 | 0.02% | 0.02% | 143 | -616 | -5.82% | Q4 2025 | Jan 29, 2026 |
| AlphaQuest LLC | History | Reduced | 9,455 | 299 | 0.02% | 0.04% | 145 | -13,100 | -58.08% | Q4 2025 | Feb 09, 2026 |
| Entropy Technologies, LP | History | New | 9,132 | 289 | 0.02% | — | 146 | +9,132 | New | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,935 | 283 | 0.0% | 0.0% | 147 | -5,732 | -39.08% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,950 | 283 | 0.01% | 0.0% | 148 | +3,500 | 64.22% | Q4 2025 | Jan 28, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 8,900 | 282 | 0.0% | 0.0% | 149 | +4,548 | 104.5% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 8,865 | 281 | 0.0% | 0.0% | 150 | -204 | -2.25% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | New | 8,800 | 279 | 0.0% | — | 151 | +8,800 | New | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,747 | 277 | 0.0% | 0.0% | 152 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,654 | 276 | 0.0% | 0.0% | 153 | -17,384 | -66.76% | Q4 2025 | Mar 20, 2026 |
| Cetera Investment Advisers | History | New | 8,424 | 267 | 0.0% | — | 154 | +8,424 | New | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 8,278 | 262 | 0.1% | — | 155 | +8,278 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 8,013 | 254 | 0.0% | — | 156 | +7,986 | 29577.78% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,769 | 246 | 0.0% | 0.0% | 157 | +271 | 3.61% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 7,884 | 245 | 0.0% | — | 158 | +7,884 | New | Q4 2025 | Feb 11, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 7,650 | 242 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,619 | 241 | 0.0% | — | 160 | +7,619 | New | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Reduced | 6,926 | 219 | 0.0% | 0.0% | 161 | -1,557 | -18.35% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,427 | 203 | 0.0% | 0.0% | 162 | -1,176 | -15.47% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 6,323 | 200 | 0.0% | — | 163 | +6,323 | New | Q4 2025 | Feb 19, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 6,098 | 193 | 0.0% | 0.0% | 164 | -8,202 | -57.36% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,056 | 160 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,940 | 156 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 4,738 | 150 | 0.0% | 0.0% | 167 | +407 | 9.4% | Q4 2025 | Jan 26, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,653 | 115 | 0.0% | — | 168 | +3,653 | New | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,971 | 94 | 0.0% | 0.0% | 169 | +637 | 27.29% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 2,494 | 79 | 0.0% | 0.0% | 170 | +1,567 | 169.04% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,473 | 78 | 0.0% | 0.0% | 171 | +191 | 8.37% | Q4 2025 | Jan 15, 2026 |
| KBC Group NV | History | No change | 2,121 | 67 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,076 | 66 | 0.0% | 0.0% | 173 | +1,034 | 99.23% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,955 | 62 | 0.0% | 0.0% | 175 | +887 | 83.05% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,968 | 62 | 0.0% | 0.0% | 174 | +343 | 21.11% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,880 | 60 | 0.0% | 0.0% | 176 | -158 | -7.75% | Q4 2025 | Feb 05, 2026 |
| Truvestments Capital LLC | History | Added to | 1,773 | 56 | 0.01% | 0.0% | 177 | +1,109 | 167.02% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | No change | 1,500 | 47 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,400 | 44 | 0.0% | 0.0% | 179 | +571 | 68.88% | Q4 2025 | Feb 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,252 | 39 | 0.01% | — | 180 | +1,252 | New | Q4 2025 | Mar 03, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,201 | 38 | 0.0% | 0.0% | 181 | -98 | -7.54% | Q4 2025 | Jan 27, 2026 |
| Strategic Advocates LLC | History | Added to | 1,067 | 34 | 0.01% | 0.0% | 182 | +906 | 562.73% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 780 | 25 | 0.0% | 0.0% | 183 | +241 | 44.71% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 700 | 22 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 505 | 16 | 0.0% | 0.0% | 185 | -611 | -54.75% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 497 | 15 | 0.0% | 0.03% | 186 | -33,790 | -98.55% | Q4 2025 | Feb 17, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 475 | 15 | 0.0% | — | 187 | +475 | New | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | Added to | 496 | 15 | 0.0% | 0.0% | 188 | +239 | 93.0% | Q4 2025 | Jan 05, 2026 |
| Larson Financial Group LLC | History | Added to | 470 | 14 | 0.0% | 0.0% | 189 | +90 | 23.68% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 393 | 12 | 0.0% | 0.0% | 190 | +250 | 174.83% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 405 | 12 | 0.0% | 0.0% | 191 | +5 | 1.25% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | New | 271 | 11 | 0.0% | — | 192 | +271 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 336 | 10 | 0.0% | 0.0% | 193 | -230 | -40.64% | Q4 2025 | Jan 23, 2026 |
| Lodestone Wealth Management LLC | History | New | 290 | 9 | 0.0% | — | 194 | +290 | New | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 279 | 8 | 0.0% | — | 196 | +279 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 269 | 8 | 0.0% | 0.0% | 195 | -66 | -19.7% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 241 | 7 | 0.0% | 0.0% | 198 | -42 | -14.84% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | No change | 210 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Daiwa Securities Group Inc. | History | No change | 210 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 217 | 6 | 0.0% | — | 200 | +217 | New | Q4 2025 | Jan 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 166 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EASTERN BANK | History | New | 131 | 4 | 0.0% | — | 202 | +131 | New | Q4 2025 | Jan 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 127 | 4 | 0.0% | — | 204 | +127 | New | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 156 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | New | 95 | 3 | 0.0% | — | 209 | +95 | New | Q4 2025 | Jan 16, 2026 |
| CKW FINANCIAL GROUP | History | No change | 80 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 106 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Banque Transatlantique SA | History | No change | 100 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Arax Advisory Partners | History | Reduced | 72 | 2 | 0.0% | 0.0% | 211 | -535 | -88.14% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 75 | 2 | 0.0% | 0.0% | 212 | -98 | -56.65% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 59 | 1 | 0.0% | 0.0% | 220 | -109 | -64.88% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 62 | 1 | 0.0% | — | 217 | +62 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 52 | 1 | 0.0% | — | 221 | +49 | 1633.33% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 62 | 1 | 0.0% | — | 215 | +37 | 148.0% | Q4 2025 | Feb 10, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 34 | 1 | 0.0% | — | 218 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | No change | 33 | 1 | 0.0% | — | 222 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -530,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -82,248 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -76,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Prosight Management, LP | History | Closed out | 0 | 0 | — | 0.49% | — | -75,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -73,755 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60,502 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -47,200 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.23% | — | -46,415 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -44,066 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,135 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JBF Capital, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -37,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 3.32% | — | -25,465 | -100.0% | Q3 2025 | Dec 09, 2025 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -23,827 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,413 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,974 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -17,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -15,623 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -15,212 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,482 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,908 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,863 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,900 | -100.0% | Q3 2025 | Oct 30, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,523 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -9,454 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -2,436 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -843 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -593 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -324 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Oct 16, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SHP Wealth Management | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Mar 04, 2026 |
| United Financial Planning Group LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 18 | 0 | — | — | — | +7 | 63.64% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q4 2025 | Feb 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q4 2025 | Feb 18, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BFSG, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Covestor Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |