Ultra Clean Holdings, Inc. - UCTT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,719,452 | 170,203 | 0.0% | 0.0% | 1 | +10,772 | 0.16% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,990,724 | 126,415 | 0.0% | 0.0% | 2 | +293,048 | 6.24% | Q4 2025 | Jan 29, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 3,509,839 | 88,904 | 0.94% | 0.74% | 3 | +476,569 | 15.71% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 3,399,834 | 86,117 | 0.01% | 0.01% | 4 | +1,315,407 | 63.11% | Q4 2025 | Feb 19, 2026 |
| STATE STREET CORP | History | Added to | 1,852,482 | 46,923 | 0.0% | 0.0% | 5 | +87,931 | 4.98% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,524,857 | 38,625 | 0.01% | 0.01% | 6 | -417,757 | -21.5% | Q4 2025 | Feb 12, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 1,278,492 | 32,384 | 1.71% | 4.36% | 7 | -2,411,543 | -65.35% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 1,098,693 | 27,829 | 0.28% | 0.3% | 8 | -8,723 | -0.79% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,089,429 | 27,599 | 0.0% | 0.0% | 9 | -28,719 | -2.57% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 952,154 | 24,118 | 0.01% | 0.01% | 10 | +137,127 | 16.82% | Q4 2025 | Feb 17, 2026 |
| Divisar Capital Management LLC | History | Reduced | 949,328 | 24,046 | 6.76% | 7.8% | 11 | -103,226 | -9.81% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 894,423 | 22,655 | 0.0% | 0.0% | 12 | +212,359 | 31.13% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 821,088 | 20,798 | 0.0% | 0.0% | 13 | +43,987 | 5.66% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 634,972 | 16,083 | 0.0% | 0.0% | 14 | +3,504 | 0.55% | Q4 2025 | Feb 10, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 628,500 | 15,919 | 0.58% | 0.64% | 15 | +15,200 | 2.48% | Q4 2025 | Feb 17, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 608,200 | 15,405 | 0.65% | 0.78% | 16 | -50,000 | -7.6% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 559,955 | 14,183 | 0.01% | 0.0% | 17 | +506,363 | 944.85% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 558,176 | 14,138 | 0.0% | 0.0% | 18 | -851 | -0.15% | Q4 2025 | Mar 25, 2026 |
| Goodman Financial Corp | History | Added to | 558,019 | 14,134 | 2.68% | 2.85% | 19 | +20,011 | 3.72% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 512,490 | 12,981 | 0.0% | 0.0% | 20 | -76,565 | -13.0% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 463,260 | 11,734 | 0.0% | 0.0% | 21 | -21,480 | -4.43% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 462,126 | 11,705 | 0.15% | 0.14% | 22 | +68,450 | 17.39% | Q4 2025 | Feb 05, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 453,630 | 11,490 | 0.08% | 0.06% | 23 | +131,661 | 40.89% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 426,561 | 10,804 | 0.0% | 0.01% | 24 | +31,856 | 8.07% | Q4 2025 | Feb 10, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 410,569 | 10,399 | 0.02% | 0.02% | 25 | +8,000 | 1.99% | Q4 2025 | Feb 04, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 389,516 | 9,866 | 0.29% | 0.28% | 26 | +34,166 | 9.61% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 265,532 | 6,725 | 0.0% | 0.0% | 27 | -4,820 | -1.78% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 232,445 | 5,887 | 0.0% | 0.0% | 28 | -30,082 | -11.46% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 218,663 | 5,538 | 0.0% | 0.0% | 29 | -18,401 | -7.76% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 216,312 | 5,479 | 0.0% | 0.0% | 30 | -2,625 | -1.2% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 184,783 | 4,680 | 0.0% | 0.0% | 31 | +72,167 | 64.08% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 175,307 | 4,440 | 0.02% | 0.02% | 32 | -1,573 | -0.89% | Q4 2025 | Jan 29, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 165,565 | 4,193 | 0.01% | 0.02% | 33 | -25,913 | -13.53% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 157,177 | 3,981 | 0.01% | 0.02% | 34 | -19,693 | -11.13% | Q4 2025 | Feb 13, 2026 |
| AWM Investment Company, Inc. | History | No change | 140,440 | 3,557 | 0.34% | 0.36% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 4D Advisors, LLC | History | New | 135,000 | 3,419 | 1.87% | — | 36 | +135,000 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 132,741 | 3,362 | 0.01% | 0.0% | 37 | +118,647 | 841.83% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 126,457 | 3,203 | 0.0% | 0.0% | 38 | -7,681 | -5.73% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 126,043 | 3,193 | 0.0% | 0.0% | 39 | +113,475 | 902.89% | Q4 2025 | Jan 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 123,800 | 3,135 | 0.0% | 0.0% | 40 | +16,500 | 15.38% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 119,236 | 3,020 | 0.0% | 0.0% | 41 | -7,779 | -6.12% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 114,703 | 2,905 | 0.0% | 0.0% | 42 | -7,118 | -5.84% | Q4 2025 | Feb 09, 2026 |
| GRACE & WHITE INC /NY | History | No change | 114,450 | 2,899 | 0.52% | 0.55% | 43 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARSHALL WACE, LLP | History | Added to | 113,476 | 2,874 | 0.0% | 0.0% | 44 | +95,091 | 517.22% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 112,454 | 2,848 | 0.0% | 0.0% | 45 | +12,373 | 12.36% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 111,441 | 2,822 | 0.05% | 0.05% | 46 | -5,049 | -4.33% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 106,400 | 2,695 | 0.0% | 0.0% | 47 | +16,900 | 18.88% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 91,595 | 2,320 | 0.0% | 0.0% | 48 | -10,395 | -10.19% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 90,189 | 2,284 | 0.0% | 0.0% | 49 | -3,215 | -3.44% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 89,437 | 2,265 | 0.0% | 0.0% | 50 | +1,655 | 1.89% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 89,400 | 2,264 | 0.0% | 0.0% | 51 | +1,900 | 2.17% | Q4 2025 | Feb 12, 2026 |
| Assenagon Asset Management S.A. | History | No change | 89,220 | 2,259 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WINTON GROUP Ltd | History | Added to | 87,510 | 2,216 | 0.08% | 0.03% | 53 | +59,388 | 211.18% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 86,159 | 2,182 | 0.0% | 0.0% | 54 | +41,731 | 93.93% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 83,981 | 2,127 | 0.01% | — | 55 | +83,981 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 81,401 | 2,061 | 0.0% | 0.0% | 56 | +44,636 | 121.41% | Q4 2025 | Feb 13, 2026 |
| Bridge City Capital, LLC | History | Reduced | 81,117 | 2,054 | 0.6% | 0.68% | 57 | -12,818 | -13.65% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 77,553 | 1,964 | 0.15% | 0.24% | 58 | -34,786 | -30.97% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 76,819 | 1,945 | 0.0% | 0.0% | 59 | -130,967 | -63.03% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 75,518 | 1,912 | 0.0% | 0.0% | 60 | +29,385 | 63.7% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 75,372 | 1,909 | 0.0% | 0.0% | 61 | -8,269 | -9.89% | Q4 2025 | Feb 17, 2026 |
| Penn Capital Management Company, LLC | History | New | 69,813 | 1,768 | 0.14% | — | 62 | +69,813 | New | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 69,655 | 1,764 | 0.0% | 0.0% | 63 | +6,579 | 10.43% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 68,954 | 1,746 | 0.0% | 0.0% | 64 | +24,768 | 56.05% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 65,519 | 1,659 | 0.02% | 0.03% | 65 | -19,590 | -23.02% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 65,419 | 1,657 | 0.0% | 0.0% | 66 | -4,086 | -5.88% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 64,681 | 1,638 | 0.0% | 0.0% | 67 | -2,329 | -3.48% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 63,006 | 1,595 | 0.0% | 0.0% | 68 | +44,246 | 235.85% | Q4 2025 | Feb 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 61,235 | 1,551 | 0.0% | 0.0% | 69 | +1,843 | 3.1% | Q4 2025 | Feb 17, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Added to | 60,000 | 1,519 | 0.1% | 0.09% | 70 | +15,000 | 33.33% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 60,000 | 1,519 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Optimize Financial Inc | History | Added to | 57,359 | 1,452 | 0.73% | 0.8% | 72 | +824 | 1.46% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 53,969 | 1,367 | 0.02% | 0.02% | 73 | +1,068 | 2.02% | Q4 2025 | Feb 02, 2026 |
| CastleKnight Management LP | History | No change | 47,100 | 1,193 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 46,555 | 1,179 | 0.03% | — | 75 | +46,555 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 43,089 | 1,092 | 0.0% | 0.0% | 76 | +2,737 | 6.78% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | Reduced | 43,000 | 1,089 | 0.76% | 0.73% | 77 | -500 | -1.15% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 42,881 | 1,086 | 0.0% | 0.0% | 78 | -5,527 | -11.42% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 41,559 | 1,052 | 0.0% | 0.0% | 79 | -32 | -0.08% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 23,557 | 1,028 | 0.0% | 0.0% | 80 | +4,732 | 25.14% | Q4 2025 | Feb 18, 2026 |
| Trexquant Investment LP | History | New | 37,932 | 960 | 0.01% | — | 81 | +37,932 | New | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 37,007 | 937 | 0.0% | 0.0% | 82 | -13,035 | -26.05% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,225 | 917 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 36,140 | 915 | 0.2% | 0.21% | 84 | +1,600 | 4.63% | Q4 2025 | Feb 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 35,200 | 891 | 0.0% | — | 85 | +35,200 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 33,930 | 859 | 0.01% | — | 86 | +33,930 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,221 | 816 | 0.0% | 0.0% | 87 | +3,725 | 13.07% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,187 | 790 | 0.0% | 0.0% | 88 | -1,526 | -4.66% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 30,069 | 762 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 29,250 | 740 | 0.08% | 0.14% | 90 | -17,100 | -36.89% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 29,134 | 737 | 0.0% | 0.0% | 91 | +136 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 28,547 | 723 | 0.0% | 0.0% | 92 | +17,443 | 157.09% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 26,837 | 679 | 0.0% | 0.0% | 93 | -8,911 | -24.93% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 26,798 | 678 | 0.0% | 0.0% | 94 | +1,147 | 4.47% | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | Added to | 26,429 | 669 | 0.06% | 0.05% | 95 | +1,416 | 5.66% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 26,200 | 663 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 25,847 | 654 | 0.0% | — | 97 | +25,847 | New | Q4 2025 | Feb 05, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 25,093 | 635 | 0.01% | 0.01% | 98 | +400 | 1.62% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 24,910 | 630 | 0.0% | 0.0% | 99 | +8,874 | 55.34% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | Added to | 23,658 | 599 | 0.02% | 0.01% | 101 | +16,537 | 232.23% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,673 | 599 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 21,388 | 584 | 0.0% | 0.0% | 102 | +3,686 | 20.82% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,956 | 581 | 0.0% | 0.0% | 103 | +5,456 | 31.18% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 21,937 | 564 | 0.0% | — | 104 | +21,937 | New | Q4 2025 | Jan 28, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 22,175 | 561 | 0.01% | 0.01% | 105 | -894 | -3.88% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,685 | 549 | 0.0% | 0.0% | 106 | -3,816 | -14.96% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,190 | 539 | 0.01% | 0.0% | 107 | -1,820 | -12.99% | Q4 2025 | Jan 21, 2026 |
| Louisiana State Employees Retirement System | History | No change | 20,800 | 526 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 20,737 | 525 | 0.0% | 0.0% | 109 | -17 | -0.08% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 19,881 | 503 | 0.01% | — | 110 | +19,881 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,610 | 471 | 0.0% | — | 111 | +18,610 | New | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Added to | 18,421 | 466 | 0.04% | 0.05% | 112 | +1,380 | 8.1% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 18,127 | 459 | 0.0% | 0.0% | 113 | +3,034 | 20.1% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 18,055 | 457 | 0.01% | — | 114 | +18,055 | New | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 17,982 | 455 | 0.0% | — | 115 | +17,982 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 17,491 | 443 | 0.0% | 0.0% | 116 | +1,606 | 10.11% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 15,350 | 419 | 0.0% | 0.0% | 118 | -9,457 | -38.12% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,225 | 419 | 0.0% | 0.0% | 117 | -1,897 | -12.54% | Q4 2025 | Jan 08, 2026 |
| Atria Investments, Inc | History | Added to | 16,190 | 410 | 0.0% | 0.0% | 119 | +1,590 | 10.89% | Q4 2025 | Feb 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 16,004 | 405 | 0.01% | 0.01% | 120 | +1,649 | 11.49% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,422 | 390 | 0.0% | 0.0% | 121 | +1,413 | 10.09% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 15,343 | 388 | 0.0% | — | 122 | +15,343 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,400 | 365 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VARCOV Co. | History | New | 14,266 | 361 | 0.14% | — | 124 | +14,266 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 13,663 | 346 | 0.0% | 0.01% | 125 | -14,337 | -51.2% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 13,505 | 342 | 0.0% | 0.0% | 126 | -750 | -5.26% | Q4 2025 | Feb 18, 2026 |
| ProShare Advisors LLC | History | Added to | 13,491 | 341 | 0.0% | 0.0% | 127 | +350 | 2.66% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 13,300 | 336 | 0.0% | 0.0% | 128 | +484 | 3.78% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,183 | 334 | 0.0% | 0.0% | 129 | -129 | -0.97% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,968 | 329 | 0.0% | — | 130 | +12,968 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 12,768 | 323 | 0.02% | 0.01% | 131 | +7,028 | 122.44% | Q4 2025 | Feb 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,698 | 321 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 12,646 | 320 | 0.0% | 0.0% | 133 | -697 | -5.22% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,336 | 312 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Reduced | 12,301 | 311 | 0.04% | 0.19% | 135 | -37,244 | -75.17% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,346 | 287 | 0.0% | 0.0% | 136 | -1,644 | -12.66% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,236 | 284 | 0.0% | 0.0% | 137 | -312 | -2.7% | Q4 2025 | Feb 10, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 11,075 | 280 | 0.14% | 0.13% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,918 | 276 | 0.02% | 0.06% | 139 | -10,397 | -48.78% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | No change | 10,556 | 267 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 10,379 | 263 | 0.0% | 0.0% | 141 | -710 | -6.4% | Q4 2025 | Jan 26, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,379 | 262 | 0.0% | 0.0% | 142 | +173 | 1.7% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,059 | 254 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 9,911 | 251 | 0.0% | — | 144 | +9,911 | New | Q4 2025 | Feb 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,900 | 250 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Associates, LP | History | Reduced | 9,137 | 231 | 0.0% | 0.0% | 146 | -1,256 | -12.09% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 8,711 | 225 | 0.01% | — | 148 | +8,711 | New | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 8,914 | 225 | 0.0% | 0.0% | 147 | -356 | -3.84% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | Reduced | 8,733 | 221 | 0.0% | 0.0% | 149 | -164 | -1.84% | Q4 2025 | Feb 03, 2026 |
| Verition Fund Management LLC | History | Reduced | 8,400 | 212 | 0.0% | 0.0% | 150 | -4,792 | -36.33% | Q4 2025 | Feb 13, 2026 |
| Summit Global Investments | History | New | 8,292 | 210 | 0.01% | — | 151 | +8,292 | New | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Reduced | 8,205 | 207 | 0.0% | 0.0% | 152 | -1,260 | -13.31% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,135 | 206 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,883 | 199 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 7,013 | 177 | 0.11% | 0.13% | 155 | -469 | -6.27% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 6,647 | 168 | 0.01% | 0.01% | 156 | +2,119 | 46.8% | Q4 2025 | Jan 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,168 | 156 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,593 | 116 | 0.0% | 0.0% | 158 | -590 | -11.38% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 4,344 | 110 | 0.0% | 0.0% | 159 | +11 | 0.25% | Q4 2025 | Jan 30, 2026 |
| Aquatic Capital Management LLC | History | New | 4,104 | 103 | 0.0% | — | 160 | +4,104 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,000 | 101 | 0.0% | 0.0% | 161 | +162 | 4.22% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,937 | 100 | 0.0% | 0.0% | 162 | +1,195 | 43.58% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,732 | 94 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,635 | 92 | 0.0% | 0.0% | 164 | +1,609 | 79.42% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 3,500 | 88 | 0.0% | 0.0% | 165 | -4,600 | -56.79% | Q4 2025 | Feb 02, 2026 |
| Strengthening Families & Communities, LLC | History | New | 3,400 | 86 | 0.03% | — | 166 | +3,400 | New | Q4 2025 | Feb 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 3,136 | 79 | 0.0% | — | 167 | +3,136 | New | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,142 | 79 | 0.0% | 0.0% | 168 | -930 | -22.84% | Q4 2025 | Jan 15, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,556 | 64 | 0.0% | 0.0% | 169 | -5,900 | -69.77% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,417 | 61 | 0.0% | 0.0% | 170 | -469 | -16.25% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,194 | 55 | 0.01% | — | 171 | +2,194 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,827 | 47 | 0.0% | 0.0% | 172 | +21 | 1.16% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 1,825 | 46 | 0.01% | 0.0% | 173 | +572 | 45.65% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,559 | 39 | 0.0% | 0.0% | 174 | +130 | 9.1% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,283 | 32 | 0.0% | — | 175 | +1,283 | New | Q4 2025 | Feb 05, 2026 |
| Truvestments Capital LLC | History | Reduced | 1,086 | 27 | 0.0% | 0.01% | 177 | -1,302 | -54.52% | Q4 2025 | Feb 13, 2026 |
| DANSKE BANK A/S | History | Added to | 1,100 | 27 | 0.0% | 0.0% | 176 | +900 | 450.0% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 989 | 25 | 0.0% | 0.0% | 178 | +284 | 40.28% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 966 | 24 | 0.0% | 0.0% | 180 | -769 | -44.32% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 971 | 24 | 0.0% | 0.0% | 179 | -135 | -12.21% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 803 | 20 | 0.0% | 0.0% | 182 | +515 | 178.82% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 813 | 20 | 0.0% | 0.0% | 181 | +41 | 5.31% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 729 | 18 | 0.0% | 0.0% | 183 | -1,189 | -61.99% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 691 | 17 | 0.0% | 0.0% | 184 | -78 | -10.14% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 626 | 15 | 0.0% | 0.0% | 185 | -948 | -60.23% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 587 | 14 | 0.0% | 0.0% | 186 | +40 | 7.31% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 525 | 13 | 0.0% | 0.0% | 188 | -401 | -43.3% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 549 | 13 | 0.0% | 0.0% | 187 | -12 | -2.14% | Q4 2025 | Feb 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 483 | 12 | 0.0% | 0.0% | 190 | +187 | 63.18% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 507 | 12 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 294 | 8 | 0.0% | 0.0% | 191 | -25 | -7.84% | Q4 2025 | Jan 28, 2026 |
| Covestor Ltd | History | Added to | 294 | 7 | 0.0% | — | 192 | +291 | 9700.0% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 240 | 6 | 0.0% | — | 193 | +240 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 262 | 6 | 0.0% | 0.0% | 194 | +170 | 184.78% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 240 | 6 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 213 | 5 | 0.0% | 0.0% | 197 | +20 | 10.36% | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | No change | 202 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 187 | 4 | 0.0% | 0.0% | 199 | +41 | 28.08% | Q4 2025 | Mar 16, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 120 | 3 | 0.0% | — | 200 | +120 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 141 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 111 | 2 | 0.0% | 0.0% | 203 | -500 | -81.83% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 87 | 2 | 0.0% | 0.0% | 202 | -298 | -77.4% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 67 | 2 | 0.0% | — | 205 | +67 | New | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | Added to | 114 | 2 | 0.0% | 0.0% | 207 | +37 | 48.05% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 79 | 2 | 0.0% | 0.0% | 206 | -26 | -24.76% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | No change | 111 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 73 | 1 | 0.0% | 0.0% | 211 | -381 | -83.92% | Q4 2025 | Feb 03, 2026 |
| Torren Management, LLC | History | New | 72 | 1 | 0.0% | — | 215 | +72 | New | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | Reduced | 70 | 1 | 0.0% | 0.0% | 213 | -62 | -46.97% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 52 | 1 | 0.0% | — | 216 | +52 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 66 | 1 | 0.0% | 0.0% | 214 | -38 | -36.54% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Reduced | 71 | 1 | 0.0% | 0.0% | 209 | -31 | -30.39% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 75 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -93,907 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -52,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Andra AP-fonden | History | Closed out | 0 | 0 | — | 0.02% | — | -50,105 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -35,295 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,099 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,120 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,266 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,062 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,750 | -100.0% | Q3 2025 | Oct 28, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,977 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,200 | -100.0% | Q3 2025 | Oct 30, 2025 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -7,994 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -7,814 | -100.0% | Q3 2025 | Nov 18, 2025 |
| INTRUST BANK NA | History | Closed out | 0 | 0 | — | 0.02% | — | -7,431 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,965 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,354 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,638 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 25 | 0 | — | 0.0% | — | -58 | -69.88% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -58 | -73.42% | Q4 2025 | Feb 02, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Oct 08, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 22 | 0 | — | 0.0% | — | -19 | -46.34% | Q4 2025 | Feb 24, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ankerstar Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 11 | 0 | — | — | — | +10 | 1000.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -9 | -20.45% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caitlin John, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |