UNITED BANKSHARES INC/WV - UBSI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 20,080,079 | 771,075 | 0.01% | 0.01% | 1 | -220,900 | -1.09% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 14,542,040 | 558,414 | 0.01% | 0.01% | 2 | -173,012 | -1.18% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 7,949,226 | 308,278 | 0.01% | 0.01% | 3 | -270,594 | -3.29% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 7,604,523 | 292,016 | 0.06% | 0.06% | 4 | -137,385 | -1.77% | Q4 2025 | Feb 12, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 4,240,128 | 162,820 | 0.7% | 0.72% | 5 | -210,619 | -4.73% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,802,338 | 146,029 | 0.01% | 0.01% | 6 | +183,950 | 5.08% | Q4 2025 | Feb 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,299,388 | 126,696 | 0.07% | 0.08% | 7 | -325,240 | -8.97% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,852,582 | 71,139 | 0.49% | 0.51% | 8 | -220,338 | -10.63% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,780,352 | 68,365 | 0.01% | — | 9 | +1,780,352 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,678,119 | 64,439 | 0.01% | 0.01% | 10 | -30,353 | -1.78% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,625,205 | 62,407 | 0.03% | 0.02% | 11 | +694,953 | 74.71% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,591,639 | 61,118 | 0.01% | 0.01% | 12 | -151,569 | -8.69% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,403,141 | 53,880 | 0.0% | 0.0% | 13 | +137,396 | 10.85% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 1,375,746 | 52,828 | 0.18% | 0.19% | 14 | -125,980 | -8.39% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,354,058 | 51,995 | 0.0% | 0.0% | 15 | -13,261 | -0.97% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,351,608 | 51,901 | 0.01% | 0.01% | 16 | -35,102 | -2.53% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,182,941 | 45,424 | 0.02% | 0.02% | 17 | -92,484 | -7.25% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,177,051 | 45,198 | 0.01% | 0.0% | 18 | +504,986 | 75.14% | Q4 2025 | Mar 25, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,111,456 | 42,679 | 0.08% | 0.09% | 19 | -29,402 | -2.58% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Reduced | 1,029,983 | 39,551 | 0.01% | 0.01% | 20 | -50,411 | -4.67% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Added to | 940,484 | 36,114 | 0.01% | 0.01% | 21 | +201,760 | 27.31% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 922,918 | 35,440 | 0.04% | 0.07% | 22 | +245,227 | 36.19% | Q4 2025 | Feb 13, 2026 |
| UNITED BANK | History | Added to | 713,288 | 27,390 | 3.62% | 3.16% | 23 | +1,556 | 0.22% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 635,037 | 24,385 | 0.03% | 0.03% | 24 | -4,579 | -0.72% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 533,027 | 20,468 | 0.0% | 0.0% | 25 | +44,313 | 9.07% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 531,249 | 20,399 | 0.01% | 0.01% | 26 | +10,069 | 1.93% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 483,081 | 18,550 | 0.0% | 0.0% | 27 | -299,211 | -38.25% | Q4 2025 | Feb 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 435,530 | 16,724 | 0.39% | 0.39% | 28 | +1,021 | 0.23% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 430,467 | 16,529 | 0.01% | 0.01% | 29 | -44,619 | -9.39% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 419,987 | 16,136 | 0.0% | 0.0% | 30 | -98,699 | -19.03% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 350,077 | 13,442 | 0.0% | 0.0% | 31 | +10,510 | 3.1% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 349,835 | 13,433 | 0.0% | 0.0% | 32 | -95,208 | -21.39% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 341,162 | 13,100 | 0.01% | 0.02% | 33 | -44,865 | -11.62% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 303,443 | 11,652 | 0.01% | 0.01% | 34 | -15,081 | -4.73% | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 287,982 | 11,058 | 0.0% | 0.0% | 35 | -5,427 | -1.85% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 286,544 | 11,003 | 0.0% | 0.0% | 36 | -1,520 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 279,163 | 10,719 | 0.01% | 0.01% | 37 | +3,800 | 1.38% | Q4 2025 | Feb 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 272,992 | 10,482 | 0.14% | 0.13% | 38 | +4,007 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 271,648 | 10,431 | 0.04% | 0.08% | 39 | -249,316 | -47.86% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 270,754 | 10,396 | 0.01% | 0.01% | 40 | +16,219 | 6.37% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 266,269 | 10,224 | 0.0% | 0.0% | 41 | +1,955 | 0.74% | Q4 2025 | Feb 18, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 240,516 | 9,235 | 0.03% | 0.01% | 42 | +154,313 | 179.01% | Q4 2025 | Feb 17, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 233,034 | 8,948 | 0.36% | 0.36% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 230,763 | 8,861 | 0.01% | 0.0% | 44 | +44,699 | 24.02% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 212,239 | 8,149 | 0.0% | 0.0% | 45 | -18,709 | -8.1% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 209,253 | 8,035 | 0.0% | 0.0% | 46 | -53,325 | -20.31% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 209,181 | 8,032 | 0.0% | 0.0% | 47 | -41,954 | -16.71% | Q4 2025 | Feb 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 172,025 | 6,605 | 0.7% | 0.51% | 48 | +45,100 | 35.53% | Q4 2025 | Jan 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 170,538 | 6,548 | 0.01% | 0.01% | 49 | +7,551 | 4.63% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 168,129 | 6,456 | 0.02% | 0.02% | 50 | -2,727 | -1.6% | Q4 2025 | Jan 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 143,220 | 5,499 | 0.03% | 0.03% | 51 | -10,062 | -6.56% | Q4 2025 | Feb 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 142,500 | 5,472 | 0.97% | 0.58% | 52 | +40,000 | 39.02% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 140,932 | 5,412 | 0.0% | 0.0% | 53 | +3,911 | 2.85% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 140,581 | 5,398 | 0.01% | 0.01% | 54 | +7,474 | 5.62% | Q4 2025 | Jan 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 138,931 | 5,334 | 0.0% | — | 55 | +138,931 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 133,185 | 5,114 | 0.01% | 0.01% | 56 | -6,202 | -4.45% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 127,461 | 4,894 | 0.08% | — | 57 | +127,461 | New | Q4 2025 | Jan 28, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 117,542 | 4,513 | 0.03% | — | 58 | +117,542 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 117,378 | 4,507 | 0.0% | 0.0% | 59 | -26,167 | -18.23% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 115,891 | 4,450 | 0.05% | 0.05% | 60 | -1,889 | -1.6% | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | Reduced | 114,719 | 4,405 | 0.12% | 0.12% | 61 | -2,809 | -2.39% | Q4 2025 | Feb 03, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 114,010 | 4,377 | 0.0% | 0.0% | 62 | +4,758 | 4.36% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 111,607 | 4,285 | 0.0% | 0.01% | 63 | +19,950 | 21.77% | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 102,821 | 3,948 | 0.01% | 0.02% | 64 | -30,413 | -22.83% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 101,820 | 3,909 | 0.0% | 0.0% | 65 | +670 | 0.66% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 99,855 | 3,835 | 0.0% | — | 66 | +99,855 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 99,834 | 3,833 | 0.0% | 0.0% | 67 | -134,101 | -57.32% | Q4 2025 | Feb 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 96,344 | 3,700 | 0.46% | — | 68 | +96,344 | New | Q4 2025 | Jan 29, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 92,201 | 3,540 | 0.6% | 0.38% | 69 | +29,609 | 47.3% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 91,017 | 3,495 | 0.03% | 0.02% | 70 | +3,422 | 3.91% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 90,714 | 3,483 | 0.0% | 0.0% | 71 | -17,679 | -16.31% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 86,507 | 3,322 | 0.01% | 0.01% | 72 | -15,384 | -15.1% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 85,363 | 3,277 | 0.02% | — | 73 | +85,363 | New | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 84,765 | 3,254 | 0.0% | 0.0% | 74 | +58,667 | 224.8% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 83,567 | 3,208 | 0.06% | 0.07% | 75 | +648 | 0.78% | Q4 2025 | Feb 19, 2026 |
| BROWN ADVISORY INC | History | Reduced | 83,276 | 3,197 | 0.0% | 0.0% | 76 | -593 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Ruffer LLP | History | New | 81,408 | 3,130 | 0.14% | — | 77 | +81,408 | New | Q4 2025 | Jan 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 78,007 | 2,995 | 0.0% | 0.0% | 78 | -7,751 | -9.04% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 77,694 | 2,983 | 0.0% | 0.0% | 79 | +1,446 | 1.9% | Q4 2025 | Feb 11, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 76,245 | 2,927 | 1.72% | 1.66% | 80 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Holocene Advisors, LP | History | Reduced | 75,272 | 2,890 | 0.01% | 0.01% | 81 | -33,801 | -30.99% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 75,251 | 2,889 | 0.08% | 0.08% | 82 | -97 | -0.13% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 75,050 | 2,881 | 0.01% | 0.01% | 83 | +2,219 | 3.05% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | New | 73,559 | 2,824 | 0.05% | — | 84 | +73,559 | New | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 72,399 | 2,794 | 0.11% | 0.12% | 85 | -4,942 | -6.39% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 71,521 | 2,746 | 0.0% | 0.01% | 86 | -252,122 | -77.9% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 69,596 | 2,672 | 0.04% | 0.04% | 87 | -8,044 | -10.36% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 59,404 | 2,514 | 0.01% | 0.01% | 88 | +7,956 | 15.46% | Q4 2025 | Feb 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 61,534 | 2,362 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 60,997 | 2,342 | 0.01% | 0.01% | 90 | +3,369 | 5.85% | Q4 2025 | Jan 30, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 60,823 | 2,335 | 0.04% | 0.04% | 91 | +3,028 | 5.24% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 58,984 | 2,265 | 0.02% | 0.02% | 92 | -3,059 | -4.93% | Q4 2025 | Feb 05, 2026 |
| Weiss Asset Management LP | History | New | 58,898 | 2,261 | 0.03% | — | 93 | +58,898 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 58,687 | 2,253 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 58,301 | 2,238 | 0.02% | 0.03% | 95 | -6,961 | -10.67% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 57,832 | 2,220 | 0.04% | 0.05% | 96 | -1,264 | -2.14% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 57,635 | 2,213 | 0.0% | 0.0% | 97 | +3,381 | 6.23% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 56,866 | 2,184 | 0.0% | 0.0% | 98 | +35,673 | 168.32% | Q4 2025 | Jan 09, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 56,541 | 2,171 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 56,456 | 2,167 | 0.0% | 0.0% | 100 | +14,382 | 34.18% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 56,105 | 2,154 | 0.0% | 0.0% | 101 | +18,254 | 48.23% | Q4 2025 | Feb 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 55,646 | 2,136 | 0.04% | 0.04% | 102 | +7,000 | 14.39% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 54,709 | 2,100 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 53,268 | 2,045 | 0.06% | 0.05% | 104 | +4,765 | 9.82% | Q4 2025 | Feb 10, 2026 |
| CrossGen Wealth, LLC | History | New | 51,772 | 1,988 | 1.75% | — | 105 | +51,772 | New | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,486 | 1,977 | 0.0% | 0.0% | 106 | -118 | -0.23% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 49,316 | 1,893 | 0.01% | 0.01% | 107 | +2,478 | 5.29% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 48,223 | 1,852 | 0.0% | 0.0% | 108 | -536 | -1.1% | Q4 2025 | Feb 11, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 47,027 | 1,825 | 0.71% | 1.05% | 109 | -23,066 | -32.91% | Q4 2025 | Feb 10, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 47,182 | 1,811 | 0.36% | 0.38% | 110 | -3,500 | -6.91% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 47,074 | 1,807 | 0.01% | 0.01% | 111 | -6,131 | -11.52% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 46,982 | 1,804 | 0.0% | 0.0% | 112 | +4,655 | 11.0% | Q4 2025 | Feb 13, 2026 |
| Artemis Investment Management LLP | History | New | 46,894 | 1,800 | 0.02% | — | 113 | +46,894 | New | Q4 2025 | Feb 02, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 45,659 | 1,753 | 0.09% | 0.0% | 114 | +45,256 | 11229.78% | Q4 2025 | Feb 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 43,260 | 1,750 | 0.02% | 0.02% | 115 | -1,142 | -2.57% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 45,469 | 1,746 | 0.0% | 0.0% | 116 | +4,018 | 9.69% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 45,055 | 1,730 | 0.01% | — | 117 | +45,055 | New | Q4 2025 | Feb 18, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 45,034 | 1,729 | 0.08% | 0.08% | 118 | -5,051 | -10.08% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | New | 44,128 | 1,694 | 0.01% | — | 119 | +44,128 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,957 | 1,612 | 0.0% | 0.0% | 120 | +6,300 | 18.18% | Q4 2025 | Jan 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 41,814 | 1,605 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,747 | 1,565 | 0.0% | 0.0% | 122 | +24,560 | 151.73% | Q4 2025 | Feb 05, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 40,231 | 1,544 | 0.04% | 0.03% | 123 | -2,722 | -6.34% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 40,085 | 1,539 | 0.02% | 0.02% | 124 | -129 | -0.32% | Q4 2025 | Feb 05, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 40,000 | 1,536 | 0.03% | — | 125 | +40,000 | New | Q4 2025 | Feb 10, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 39,529 | 1,517 | 0.25% | 0.24% | 126 | +2,281 | 6.12% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 39,480 | 1,516 | 0.01% | 0.01% | 127 | -2,547 | -6.06% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 38,800 | 1,489 | 0.03% | 0.02% | 128 | -500 | -1.27% | Q4 2025 | Jan 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 38,525 | 1,479 | 0.01% | 0.01% | 129 | -1,679 | -4.18% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 38,500 | 1,478 | 0.0% | 0.0% | 130 | -921 | -2.34% | Q4 2025 | Feb 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 38,144 | 1,464 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 38,109 | 1,463 | 0.0% | 0.0% | 132 | -2,983 | -7.26% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,096 | 1,424 | 0.0% | 0.0% | 133 | +14,397 | 63.43% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 37,034 | 1,422 | 0.04% | 0.04% | 134 | -1,289 | -3.36% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 36,403 | 1,397 | 0.0% | 0.02% | 135 | -286,630 | -88.73% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 35,946 | 1,380 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 35,056 | 1,346 | 0.01% | 0.01% | 137 | -1,211 | -3.34% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 34,633 | 1,329 | 0.0% | 0.0% | 138 | -275 | -0.79% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 34,458 | 1,323 | 0.0% | 0.0% | 139 | -90,110 | -72.34% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 33,607 | 1,312 | 0.06% | — | 140 | +33,607 | New | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 33,564 | 1,301 | 0.03% | 0.03% | 141 | -65 | -0.19% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 33,120 | 1,271 | 0.01% | — | 143 | +33,120 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 33,113 | 1,271 | 0.01% | 0.01% | 142 | -500 | -1.49% | Q4 2025 | Jan 29, 2026 |
| Crown Wealth Group, LLC | History | No change | 33,031 | 1,268 | 0.35% | 0.37% | 144 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,326 | 1,241 | 0.01% | 0.01% | 145 | -444 | -1.35% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 31,353 | 1,203 | 0.01% | 0.0% | 146 | +31,322 | 101038.71% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 31,343 | 1,203 | 0.01% | 0.02% | 147 | -155 | -0.49% | Q4 2025 | Feb 05, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 31,135 | 1,195 | 0.51% | 0.75% | 148 | -30,703 | -49.65% | Q4 2025 | Jan 30, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 30,973 | 1,189 | 0.07% | 0.06% | 149 | +52 | 0.17% | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | Added to | 30,692 | 1,178 | 0.06% | 0.06% | 150 | +42 | 0.14% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 30,303 | 1,173 | 0.0% | 0.0% | 151 | +400 | 1.34% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 28,248 | 1,084 | 0.02% | 0.02% | 152 | -58 | -0.2% | Q4 2025 | Feb 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 28,012 | 1,075 | 0.01% | 0.01% | 153 | -400 | -1.41% | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 27,753 | 1,065 | 0.02% | 0.02% | 154 | -2,049 | -6.88% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,609 | 1,060 | 0.01% | 0.01% | 155 | +297 | 1.09% | Q4 2025 | Jan 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,400 | 1,052 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 24,959 | 1,028 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STRS OHIO | History | No change | 26,400 | 1,013 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 25,832 | 992 | 0.32% | 0.34% | 159 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 25,067 | 962 | 0.01% | 0.01% | 160 | -210 | -0.83% | Q4 2025 | Feb 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 24,521 | 941 | 0.0% | 0.0% | 161 | -690 | -2.74% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,298 | 933 | 0.0% | 0.0% | 162 | -5,406 | -18.2% | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | No change | 23,870 | 916 | 0.32% | 0.26% | 163 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 23,198 | 890 | 0.53% | 0.53% | 164 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 22,532 | 865 | 0.01% | 0.01% | 165 | +427 | 1.93% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,453 | 862 | 0.0% | 0.0% | 166 | -3,241 | -12.61% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,837 | 838 | 0.0% | 0.0% | 167 | -394 | -1.77% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 21,449 | 824 | 0.0% | 0.0% | 168 | -1,723 | -7.44% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 21,404 | 821 | 0.01% | 0.01% | 169 | +609 | 2.93% | Q4 2025 | Feb 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 21,205 | 814 | 0.08% | 0.08% | 170 | -50 | -0.24% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 20,909 | 802 | 0.0% | 0.01% | 171 | -3,838 | -15.51% | Q4 2025 | Feb 03, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 20,094 | 771 | 0.0% | 0.0% | 172 | +1,344 | 7.17% | Q4 2025 | Jan 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 20,077 | 770 | 0.01% | 0.01% | 173 | -1,267 | -5.94% | Q4 2025 | Jan 23, 2026 |
| Point72 Asset Management, L.P. | History | New | 19,798 | 760 | 0.0% | — | 174 | +19,798 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 19,360 | 743 | 0.0% | 0.0% | 175 | -726 | -3.61% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 19,006 | 729 | 0.0% | 0.0% | 176 | +1,659 | 9.56% | Q4 2025 | Jan 30, 2026 |
| Tranquility Partners, LLC | History | No change | 18,816 | 722 | 0.26% | 0.24% | 177 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BIP Wealth, LLC | History | New | 18,690 | 717 | 0.03% | — | 178 | +18,690 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 18,575 | 713 | 0.0% | 0.0% | 179 | -881 | -4.53% | Q4 2025 | Jan 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 18,307 | 702 | 0.01% | — | 180 | +18,307 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 18,075 | 696 | 0.0% | — | 181 | +18,075 | New | Q4 2025 | Mar 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,656 | 678 | 0.0% | 0.0% | 182 | +1,318 | 8.07% | Q4 2025 | Mar 16, 2026 |
| CWM, LLC | History | Added to | 17,591 | 675 | 0.0% | 0.0% | 183 | +9,588 | 119.81% | Q4 2025 | Jan 26, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 17,338 | 665 | 0.02% | 0.02% | 184 | +1,233 | 7.66% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 17,064 | 655 | 0.0% | 0.01% | 185 | -2,966 | -14.81% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 16,752 | 643 | 0.0% | 0.0% | 186 | -8,394 | -33.38% | Q4 2025 | Feb 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,555 | 636 | 0.0% | 0.0% | 187 | +2,040 | 14.05% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 16,500 | 633 | 0.0% | 0.0% | 188 | +5,600 | 51.38% | Q4 2025 | Feb 04, 2026 |
| CONNABLE OFFICE INC | History | No change | 16,441 | 631 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Amundi | History | New | 16,363 | 628 | 0.0% | — | 190 | +16,363 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 16,156 | 620 | 0.0% | — | 191 | +16,156 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | New | 16,072 | 617 | 0.0% | — | 192 | +16,072 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 15,510 | 595 | 0.02% | 0.01% | 193 | -5,547 | -26.34% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 15,461 | 593 | 0.0% | 0.0% | 194 | +166 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 15,195 | 583 | 0.01% | 0.01% | 195 | -2,375 | -13.52% | Q4 2025 | Jan 13, 2026 |
| DRW Securities, LLC | History | New | 14,580 | 559 | 0.01% | — | 196 | +14,580 | New | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 14,489 | 556 | 0.0% | 0.0% | 197 | -1,859 | -11.37% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,465 | 555 | 0.0% | 0.0% | 199 | -1,520 | -9.51% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,478 | 555 | 0.0% | 0.0% | 198 | +7 | 0.05% | Q4 2025 | Jan 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,410 | 553 | 0.0% | 0.0% | 200 | +5,425 | 60.38% | Q4 2025 | Feb 18, 2026 |
| AXQ CAPITAL, LP | History | New | 14,392 | 552 | 0.12% | — | 201 | +14,392 | New | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 14,112 | 547 | 0.01% | 0.01% | 202 | -3,630 | -20.46% | Q4 2025 | Feb 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 13,818 | 530 | 0.03% | 0.04% | 203 | -6,290 | -31.28% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,507 | 519 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 13,328 | 511 | 0.3% | 0.31% | 205 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Heritage Wealth Advisors | History | Added to | 13,237 | 508 | 0.02% | 0.02% | 206 | +55 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 13,185 | 506 | 0.02% | 0.04% | 207 | -9,564 | -42.04% | Q4 2025 | Feb 10, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 12,954 | 497 | 0.06% | 0.05% | 208 | +1,059 | 8.9% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 12,640 | 485 | 0.0% | — | 210 | +12,640 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,632 | 485 | 0.0% | 0.0% | 209 | +366 | 2.98% | Q4 2025 | Feb 17, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 12,650 | 485 | 0.13% | 0.13% | 211 | +125 | 1.0% | Q4 2025 | Jan 23, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 12,619 | 484 | 0.02% | 0.02% | 212 | -48 | -0.38% | Q4 2025 | Jan 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 12,397 | 476 | 0.0% | 0.0% | 213 | -9,665 | -43.81% | Q4 2025 | Feb 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 12,313 | 472 | 0.0% | 0.0% | 214 | +135 | 1.11% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 12,144 | 466 | 0.04% | 0.04% | 215 | -88 | -0.72% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 11,738 | 450 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 11,678 | 448 | 0.0% | 0.0% | 217 | -1,194 | -9.28% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 11,634 | 446 | 0.0% | — | 218 | +11,634 | New | Q4 2025 | Feb 10, 2026 |
| AlTi Global, Inc. | History | Reduced | 11,355 | 440 | 0.01% | 0.01% | 219 | -20 | -0.18% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 11,100 | 426 | 0.0% | — | 220 | +11,100 | New | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 11,000 | 422 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 10,988 | 421 | 0.0% | 0.0% | 222 | -10,880 | -49.75% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 10,897 | 418 | 0.01% | 0.01% | 223 | +1,035 | 10.49% | Q4 2025 | Feb 06, 2026 |
| Curran Financial Partners, LLC | History | No change | 10,881 | 417 | 0.08% | 0.08% | 224 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,832 | 415 | 0.01% | 0.01% | 225 | -8,299 | -43.38% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 10,801 | 414 | 0.0% | 0.0% | 226 | +4,921 | 83.69% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 10,767 | 413 | 0.0% | 0.0% | 227 | +800 | 8.03% | Q4 2025 | Feb 17, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 10,590 | 407 | 0.12% | 0.12% | 228 | -154 | -1.43% | Q4 2025 | Feb 09, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 10,209 | 392 | 0.01% | 0.01% | 229 | -374 | -3.53% | Q4 2025 | Feb 04, 2026 |
| Janney Capital Management LLC | History | No change | 10,207 | 392 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lynx Investment Advisory | History | Reduced | 10,178 | 390 | 0.21% | 0.23% | 231 | -65 | -0.63% | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,820 | 383 | 0.01% | 0.01% | 232 | +702 | 7.7% | Q4 2025 | Jan 08, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,783 | 375 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,621 | 369 | 0.0% | 0.0% | 234 | +2,525 | 35.58% | Q4 2025 | Jan 28, 2026 |
| Facet Wealth, Inc. | History | Reduced | 8,627 | 360 | 0.01% | 0.01% | 235 | -735 | -7.85% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,285 | 356 | 0.01% | 0.01% | 236 | +218 | 2.4% | Q4 2025 | Jan 22, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 9,258 | 355 | 0.0% | — | 238 | +9,258 | New | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | Reduced | 9,258 | 355 | 0.04% | 0.05% | 237 | -1,501 | -13.95% | Q4 2025 | Jan 22, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 9,225 | 354 | 0.16% | — | 240 | +9,225 | New | Q4 2025 | Mar 10, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 9,244 | 354 | 0.22% | 0.22% | 239 | -12 | -0.13% | Q4 2025 | Jan 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,216 | 353 | 0.01% | 0.01% | 241 | +237 | 2.64% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,082 | 349 | 0.0% | 0.0% | 242 | +990 | 12.23% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,873 | 342 | 0.0% | 0.0% | 243 | -292 | -3.19% | Q4 2025 | Feb 18, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 8,765 | 336 | 0.07% | 0.06% | 244 | +3 | 0.03% | Q4 2025 | Mar 03, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,639 | 331 | 0.01% | 0.01% | 245 | -45 | -0.52% | Q4 2025 | Feb 06, 2026 |
| High Point Wealth Management, LLC | History | New | 8,218 | 315 | 0.3% | — | 246 | +8,218 | New | Q4 2025 | Jan 29, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 8,202 | 314 | 0.19% | 0.21% | 247 | +12 | 0.15% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,112 | 311 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,093 | 310 | 0.01% | 0.01% | 249 | +2,259 | 38.72% | Q4 2025 | Feb 11, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 8,000 | 307 | 0.04% | 0.04% | 250 | -1,348 | -14.42% | Q4 2025 | Jan 15, 2026 |
| Neuberger Berman Group LLC | History | New | 7,940 | 304 | 0.0% | — | 251 | +7,940 | New | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 7,818 | 300 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 7,767 | 298 | 0.0% | 0.0% | 253 | -5,693 | -42.3% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,730 | 296 | 0.0% | 0.0% | 254 | -604 | -7.25% | Q4 2025 | Mar 09, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | New | 7,350 | 282 | 0.02% | — | 255 | +7,350 | New | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,316 | 280 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 7,248 | 278 | 0.0% | — | 257 | +7,248 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 7,240 | 278 | 0.06% | — | 258 | +7,240 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | No change | 7,045 | 270 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,014 | 269 | 0.0% | — | 260 | +7,014 | New | Q4 2025 | Jan 29, 2026 |
| Teton Advisors, LLC | History | No change | 7,000 | 268 | 0.19% | 0.16% | 261 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 6,958 | 267 | 0.0% | 0.0% | 262 | -20,841 | -74.97% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 6,773 | 260 | 0.0% | 0.0% | 264 | +4,074 | 150.94% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,782 | 260 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 6,780 | 260 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | New | 6,715 | 257 | 0.0% | — | 266 | +6,715 | New | Q4 2025 | Jan 30, 2026 |
| HB Wealth Management, LLC | History | New | 6,647 | 255 | 0.0% | — | 267 | +6,647 | New | Q4 2025 | Jan 28, 2026 |
| Accordant Advisory Group Inc | History | No change | 6,500 | 249 | 0.17% | 0.16% | 268 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Swiss Life Asset Management Ltd | History | New | 6,441 | 247 | 0.0% | — | 269 | +6,441 | New | Q4 2025 | Feb 04, 2026 |
| DGS Capital Management, LLC | History | New | 6,355 | 244 | 0.04% | — | 270 | +6,355 | New | Q4 2025 | Feb 24, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 6,257 | 240 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6,020 | 235 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sivia Capital Partners, LLC | History | New | 6,044 | 232 | 0.05% | — | 273 | +6,044 | New | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | New | 5,698 | 231 | 0.03% | — | 274 | +5,698 | New | Q4 2025 | Jan 14, 2026 |
| Bayforest Capital Ltd | History | New | 6,000 | 230 | 0.17% | — | 275 | +6,000 | New | Q4 2025 | Jan 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,946 | 228 | 0.0% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| COURIER CAPITAL LLC | History | No change | 5,789 | 222 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PEOPLES BANK /OH | History | Reduced | 5,735 | 220 | 0.14% | 0.16% | 278 | -1,309 | -18.58% | Q4 2025 | Jan 29, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Added to | 5,716 | 219 | 0.09% | 0.09% | 279 | +42 | 0.74% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 5,557 | 213 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 5,565 | 213 | 0.16% | 0.17% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 5,353 | 205 | 0.04% | — | 283 | +5,353 | New | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | New | 5,348 | 205 | 0.0% | — | 282 | +5,348 | New | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 5,140 | 197 | 0.0% | 0.0% | 284 | -10,246 | -66.59% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | Reduced | 4,774 | 183 | 0.0% | 0.0% | 285 | -563 | -10.55% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,665 | 179 | 0.0% | 0.01% | 286 | -4,162 | -47.15% | Q4 2025 | Feb 17, 2026 |
| Granite FO LLC | History | Added to | 4,619 | 177 | 0.09% | 0.08% | 287 | +628 | 15.74% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,249 | 163 | 0.0% | 0.01% | 288 | -19,309 | -81.96% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 4,234 | 163 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,159 | 161 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DANSKE BANK A/S | History | Added to | 3,600 | 138 | 0.0% | 0.0% | 291 | +3,000 | 500.0% | Q4 2025 | Feb 02, 2026 |
| Smithfield Trust Co | History | New | 3,520 | 135 | 0.01% | — | 292 | +3,520 | New | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,438 | 132 | 0.0% | 0.0% | 293 | +3,385 | 6386.79% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,362 | 129 | 0.03% | 0.02% | 294 | +2,700 | 407.85% | Q4 2025 | Mar 03, 2026 |
| AlphaQuest LLC | History | Added to | 3,299 | 126 | 0.01% | 0.01% | 295 | +271 | 8.95% | Q4 2025 | Feb 09, 2026 |
| Hilltop National Bank | History | Reduced | 3,192 | 122 | 0.03% | 0.03% | 296 | -407 | -11.31% | Q4 2025 | Jan 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3,010 | 115 | 0.04% | — | 297 | +3,010 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,824 | 108 | 0.01% | 0.01% | 298 | -20 | -0.7% | Q4 2025 | Jan 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,465 | 96 | 0.0% | 0.0% | 299 | -2,292 | -48.18% | Q4 2025 | Jan 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,369 | 90 | 0.0% | — | 300 | +2,369 | New | Q4 2025 | Jan 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 2,369 | 90 | 0.0% | 0.0% | 301 | -1,400 | -37.15% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,172 | 83 | 0.0% | 0.0% | 302 | -381 | -14.92% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 2,160 | 82 | 0.0% | 0.0% | 303 | -85 | -3.79% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,090 | 80 | 0.0% | 0.0% | 304 | +5 | 0.24% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 1,939 | 74 | 0.01% | — | 305 | +1,939 | New | Q4 2025 | Mar 04, 2026 |
| Covestor Ltd | History | Added to | 1,898 | 73 | 0.04% | 0.04% | 306 | +170 | 9.84% | Q4 2025 | Feb 06, 2026 |
| Hillsdale Investment Management Inc. | History | New | 1,900 | 72 | 0.0% | — | 307 | +1,900 | New | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 1,841 | 70 | 0.0% | — | 309 | +1,841 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 1,830 | 70 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,737 | 66 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,672 | 64 | 0.0% | 0.0% | 311 | -14 | -0.83% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,600 | 61 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,518 | 58 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,492 | 57 | 0.0% | 0.0% | 314 | +292 | 24.33% | Q4 2025 | Feb 06, 2026 |
| Canton Hathaway, LLC | History | No change | 1,501 | 57 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,480 | 56 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,361 | 52 | 0.0% | 0.0% | 317 | +51 | 3.89% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Added to | 1,319 | 50 | 0.0% | 0.0% | 318 | +157 | 13.51% | Q4 2025 | Jan 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 1,385 | 49 | 0.0% | 0.0% | 319 | -9,428 | -87.19% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,236 | 47 | 0.0% | 0.0% | 320 | +398 | 47.49% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,059 | 40 | 0.0% | 0.0% | 321 | +59 | 5.9% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 856 | 32 | 0.0% | 0.0% | 324 | +567 | 196.19% | Q4 2025 | Jan 23, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 846 | 32 | 0.02% | 0.02% | 323 | +8 | 0.95% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 857 | 32 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | No change | 763 | 29 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 681 | 26 | 0.0% | 0.0% | 326 | +2 | 0.29% | Q4 2025 | Feb 03, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 666 | 25 | 0.0% | — | 327 | +666 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 583 | 22 | 0.0% | — | 328 | +583 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 542 | 20 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 488 | 19 | 0.0% | 0.0% | 330 | -8 | -1.61% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 478 | 18 | 0.0% | 0.0% | 331 | +64 | 15.46% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 458 | 17 | 0.0% | 0.0% | 332 | +243 | 113.02% | Q4 2025 | Feb 09, 2026 |
| Manchester Capital Management LLC | History | Added to | 453 | 17 | 0.0% | 0.0% | 333 | +8 | 1.8% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | No change | 421 | 16 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kemnay Advisory Services Inc. | History | New | 413 | 15 | 0.0% | — | 335 | +413 | New | Q4 2025 | Feb 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 405 | 15 | 0.01% | 0.0% | 336 | +4 | 1.0% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 388 | 15 | 0.0% | 0.0% | 337 | +1 | 0.26% | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 343 | 13 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 324 | 12 | 0.0% | 0.0% | 339 | +19 | 6.23% | Q4 2025 | Jan 08, 2026 |
| CIBC Private Wealth Group LLC | History | New | 302 | 11 | 0.0% | — | 340 | +302 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 274 | 10 | 0.0% | — | 343 | +274 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 280 | 10 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 270 | 10 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 250 | 9 | 0.01% | — | 348 | +250 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 246 | 9 | 0.0% | 0.0% | 346 | +20 | 8.85% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 235 | 9 | 0.0% | 0.0% | 345 | -14 | -5.62% | Q4 2025 | Jan 23, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 252 | 9 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 241 | 9 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 227 | 8 | 0.0% | 0.0% | 350 | -267 | -54.05% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 217 | 8 | 0.0% | 0.0% | 349 | +162 | 294.55% | Q4 2025 | Feb 09, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 186 | 7 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | No change | 186 | 7 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealth Watch Advisors, INC | History | No change | 200 | 7 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 200 | 7 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 178 | 6 | 0.0% | 0.0% | 355 | -2,411 | -93.12% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | No change | 139 | 5 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 124 | 4 | 0.0% | — | 362 | +124 | New | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 117 | 4 | 0.0% | 0.0% | 360 | +87 | 290.0% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 108 | 4 | 0.0% | 0.0% | 363 | +45 | 71.43% | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 126 | 4 | 0.0% | 0.0% | 361 | +38 | 43.18% | Q4 2025 | Jan 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 121 | 4 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 122 | 4 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | Reduced | 96 | 3 | 0.0% | 0.0% | 366 | -7,066 | -98.66% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 102 | 3 | 0.0% | — | 367 | +102 | New | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | New | 100 | 3 | 0.0% | — | 365 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 97 | 3 | 0.0% | — | 371 | +97 | New | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 92 | 3 | 0.0% | — | 370 | +92 | New | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | New | 91 | 3 | 0.0% | — | 369 | +91 | New | Q4 2025 | Feb 05, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 81 | 3 | 0.0% | 0.0% | 368 | -13 | -13.83% | Q4 2025 | Feb 24, 2026 |
| Kilter Group LLC | History | Added to | 67 | 2 | 0.0% | 0.0% | 373 | +18 | 36.73% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | No change | 59 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Holos Integrated Wealth LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Miller Global Investments, LLC | History | New | 51 | 1 | 0.0% | — | 380 | +51 | New | Q4 2025 | Jan 05, 2026 |
| Strive Financial Group ,LLC | History | New | 42 | 1 | 0.0% | — | 378 | +42 | New | Q4 2025 | Feb 18, 2026 |
| Rossby Financial, LCC | History | New | 38 | 1 | 0.0% | — | 377 | +38 | New | Q4 2025 | Feb 12, 2026 |
| Torren Management, LLC | History | New | 35 | 1 | 0.0% | — | 379 | +35 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 35 | 1 | 0.0% | — | 381 | +35 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 28 | 1 | 0.0% | — | 375 | +14 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 46 | 1 | 0.0% | 0.0% | 376 | +7 | 17.95% | Q4 2025 | Jan 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -125,797 | -100.0% | Q3 2025 | Nov 10, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -101,834 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -53,763 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,547 | -100.0% | Q3 2025 | Oct 23, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,235 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,791 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -18,565 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,635 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,104 | -100.0% | Q3 2025 | Nov 10, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,948 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgemoor Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,497 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,513 | -100.0% | Q3 2025 | Dec 01, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q3 2025 | Mar 30, 2026 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,033 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NovaPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,743 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Canal Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,162 | -100.0% | Q3 2025 | Jan 06, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,538 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,481 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,806 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -6,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -6,445 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Closed out | 0 | 0 | — | 0.05% | — | -6,243 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,507 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NAPLES GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,400 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,125 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,641 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,461 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -960 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -564 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -501 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Oct 06, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Nov 03, 2025 |
| True Wealth Design, LLC | History | Added to | 26 | 0 | — | — | — | +12 | 85.71% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 14 | 0 | — | — | — | +6 | 75.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 15 | 0 | — | — | — | +3 | 25.0% | Q4 2025 | Jan 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |