Urban Edge Properties - UE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 31 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 | 24,090,225 | 462,291 | 0.01% | 0.01% | 1 | +371,781 | 1.57% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 20,412,749 | 391,720 | 0.01% | 0.01% | 2 | -32,391 | -0.16% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 17,313,498 | 332,246 | 0.02% | 0.02% | 3 | -615,711 | -3.43% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 7,189,444 | 137,965 | 0.0% | 0.01% | 4 | -109,427 | -1.5% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 4,606,296 | 88,394 | 0.02% | 0.02% | 5 | +82,594 | 1.83% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 3,813,881 | 73,188 | 0.6% | 0.54% | 6 | +135,861 | 3.69% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,284,098 | 63,031 | 0.0% | 0.0% | 7 | +14,361 | 0.44% | Q4 2025 | Feb 09, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 2,662,054 | 51,084 | 0.03% | 0.03% | 8 | +95,007 | 3.7% | Q4 2025 | Jan 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,514,205 | 48,247 | 0.01% | 0.01% | 9 | +104,973 | 4.36% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,431,424 | 46,659 | 0.01% | 0.0% | 10 | +1,203,430 | 98.0% | Q4 2025 | Feb 17, 2026 |
| Resolution Capital Ltd | History | Reduced | 2,263,407 | 43,434 | 0.96% | 1.0% | 11 | -256,063 | -10.16% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,220,870 | 42,618 | 0.01% | 0.0% | 12 | +490,910 | 28.38% | Q4 2025 | Mar 25, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,826,822 | 35,057 | 0.01% | 0.01% | 13 | +14,728 | 0.81% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,665,680 | 31,964 | 0.0% | 0.0% | 14 | -109,071 | -6.15% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,291,579 | 24,785 | 0.0% | 0.0% | 15 | +150,786 | 13.22% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,227,465 | 23,555 | 0.01% | 0.01% | 16 | -43,991 | -3.46% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,182,823 | 22,698 | 0.0% | 0.0% | 17 | -117,106 | -9.01% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,145,609 | 21,984 | 0.01% | 0.01% | 18 | -200,095 | -14.87% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,017,607 | 19,527 | 0.01% | 0.01% | 19 | -302,482 | -22.91% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 957,486 | 18,374 | 0.0% | 0.01% | 20 | -234,887 | -19.7% | Q4 2025 | Feb 12, 2026 |
| APG Asset Management US Inc. | History | No change | 892,720 | 17,131 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 878,475 | 16,857 | 0.02% | — | 22 | +878,475 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 874,244 | 16,776 | 0.0% | 0.0% | 23 | +115,850 | 15.28% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 665,820 | 12,777 | 0.0% | — | 24 | +665,820 | New | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 656,494 | 12,598 | 0.0% | 0.01% | 25 | -64,881 | -8.99% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 599,888 | 11,511 | 0.01% | 0.01% | 26 | -7,621 | -1.25% | Q4 2025 | Feb 02, 2026 |
| Bayhunt Capital LLC | History | New | 543,495 | 10,429 | 5.76% | — | 27 | +543,495 | New | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Reduced | 525,155 | 10,077 | 0.0% | 0.0% | 28 | -13,446 | -2.5% | Q4 2025 | Feb 19, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 481,180 | 9,234 | 0.14% | 0.16% | 29 | +15,680 | 3.37% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 457,809 | 8,785 | 0.0% | 0.0% | 30 | +2,870 | 0.63% | Q4 2025 | Feb 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 436,021 | 8,367 | 0.03% | 0.04% | 31 | -54,668 | -11.14% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 417,997 | 8,021 | 0.04% | — | 32 | +417,997 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 385,610 | 7,399 | 0.0% | 0.0% | 33 | -12,916 | -3.24% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 363,465 | 6,974 | 0.01% | 0.01% | 34 | -17,162 | -4.51% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 329,733 | 6,329 | 0.01% | 0.01% | 35 | +27,764 | 9.19% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 314,307 | 6,031 | 0.02% | 0.02% | 36 | +5,303 | 1.72% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 314,097 | 6,027 | 0.0% | 0.0% | 37 | -359,509 | -53.37% | Q4 2025 | Jan 29, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 292,763 | 5,618 | 0.02% | 0.01% | 38 | +153,140 | 109.68% | Q4 2025 | Feb 13, 2026 |
| BROOKFIELD Corp /ON/ | History | New | 290,614 | 5,576 | 0.01% | — | 39 | +290,614 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 280,115 | 5,375 | 0.0% | 0.0% | 40 | +18,730 | 7.17% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 256,395 | 4,920 | 0.01% | 0.03% | 41 | -899,522 | -77.82% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 248,009 | 4,759 | 0.0% | 0.0% | 42 | +4,200 | 1.72% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 246,753 | 4,735 | 0.0% | 0.0% | 43 | +15,974 | 6.92% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 242,081 | 4,645 | 0.0% | 0.0% | 44 | +19,933 | 8.97% | Q4 2025 | Mar 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 237,304 | 4,553 | 0.0% | 0.0% | 45 | -23,330 | -8.95% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 203,600 | 3,907 | 0.01% | 0.0% | 46 | +148,400 | 268.84% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 202,660 | 3,889 | 0.0% | 0.01% | 47 | -24,531 | -10.8% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 187,600 | 3,600 | 0.01% | 0.01% | 48 | +5,170 | 2.83% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 187,273 | 3,593 | 0.01% | 0.0% | 49 | +174,973 | 1422.54% | Q4 2025 | Feb 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 173,085 | 3,363 | 0.01% | 0.01% | 50 | -16,417 | -8.66% | Q4 2025 | Jan 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 173,722 | 3,334 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 169,824 | 3,258 | 0.01% | 0.0% | 52 | +68,812 | 68.12% | Q4 2025 | Jan 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 163,113 | 3,130 | 0.07% | — | 53 | +163,113 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 162,754 | 3,123 | 0.0% | 0.0% | 54 | -41,075 | -20.15% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 159,115 | 3,053 | 0.0% | 0.0% | 55 | +44,994 | 39.43% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 154,599 | 2,966 | 0.0% | 0.0% | 56 | +24,091 | 18.46% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 151,086 | 2,899 | 0.0% | 0.0% | 57 | -31,120 | -17.08% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 143,288 | 2,749 | 0.04% | 0.07% | 58 | -84,489 | -37.09% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 138,732 | 2,662 | 0.0% | 0.0% | 59 | -116,355 | -45.61% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 136,397 | 2,617 | 0.0% | 0.0% | 60 | -1,868 | -1.35% | Q4 2025 | Jan 23, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 134,971 | 2,590 | 0.01% | 0.01% | 61 | +8,137 | 6.42% | Q4 2025 | Jan 30, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 133,857 | 2,568 | 0.03% | 0.03% | 62 | +1,820 | 1.38% | Q4 2025 | Jan 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 128,021 | 2,457 | 0.0% | 0.0% | 63 | +4,007 | 3.23% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 121,849 | 2,338 | 0.01% | 0.01% | 64 | -76,614 | -38.6% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 120,528 | 2,312 | 0.0% | 0.0% | 65 | -111 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 118,806 | 2,279 | 0.0% | 0.0% | 66 | -552 | -0.46% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 109,969 | 2,110 | 0.0% | 0.0% | 67 | +19,143 | 21.08% | Q4 2025 | Jan 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 108,343 | 2,079 | 0.02% | 0.02% | 68 | -4,197 | -3.73% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | Added to | 102,100 | 1,959 | 0.01% | 0.0% | 69 | +79,000 | 341.99% | Q4 2025 | Feb 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 97,206 | 1,856 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 93,440 | 1,793 | 0.01% | 0.01% | 71 | +30,619 | 48.74% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 86,478 | 1,660 | 0.0% | 0.0% | 72 | -4,272 | -4.71% | Q4 2025 | Feb 05, 2026 |
| Amundi | History | Added to | 86,306 | 1,656 | 0.0% | 0.0% | 73 | +535 | 0.62% | Q4 2025 | Feb 17, 2026 |
| MACQUARIE GROUP LTD | History | No change | 84,167 | 1,615 | 0.01% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 81,057 | 1,555 | 0.0% | 0.0% | 75 | +54,510 | 205.33% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 76,846 | 1,474 | 0.01% | 0.01% | 76 | -2,660 | -3.35% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 72,731 | 1,395 | 0.0% | 0.0% | 77 | +10,154 | 16.23% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 72,518 | 1,391 | 0.0% | 0.0% | 78 | +2,625 | 3.76% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 72,464 | 1,390 | 0.01% | 0.01% | 79 | -878 | -1.2% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 69,739 | 1,338 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 68,274 | 1,310 | 0.02% | 0.02% | 81 | +3,577 | 5.53% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 67,013 | 1,275 | 0.0% | 0.0% | 82 | +9,070 | 15.65% | Q4 2025 | Jan 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 65,803 | 1,262 | 0.0% | 0.0% | 83 | +11,790 | 21.83% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 59,138 | 1,134 | 0.0% | 0.0% | 84 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 58,946 | 1,131 | 0.0% | 0.0% | 86 | -46,971 | -44.35% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 58,977 | 1,131 | 0.0% | 0.0% | 85 | -8,635 | -12.77% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 57,893 | 1,111 | 0.0% | — | 87 | +57,893 | New | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 57,700 | 1,107 | 0.02% | 0.02% | 88 | -100 | -0.17% | Q4 2025 | Jan 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 55,230 | 1,059 | 0.0% | — | 89 | +55,230 | New | Q4 2025 | Feb 13, 2026 |
| MQS Management LLC | History | New | 54,246 | 1,040 | 0.61% | — | 90 | +54,246 | New | Q4 2025 | Feb 09, 2026 |
| Vert Asset Management LLC | History | Added to | 53,474 | 1,026 | 0.34% | 0.36% | 91 | +1,511 | 2.91% | Q4 2025 | Jan 27, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 52,470 | 1,018 | 0.0% | 0.01% | 92 | -3,663 | -6.53% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 53,000 | 1,017 | 0.0% | — | 93 | +53,000 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 52,116 | 1,000 | 0.0% | 0.0% | 94 | -4,035 | -7.19% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 50,674 | 972 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 48,043 | 922 | 0.0% | 0.0% | 96 | +2,348 | 5.14% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 46,937 | 911 | 0.0% | 0.0% | 97 | -6,894 | -12.81% | Q4 2025 | Feb 18, 2026 |
| May Hill Capital, LLC | History | Added to | 45,992 | 882 | 0.12% | 0.13% | 98 | +24,186 | 110.91% | Q4 2025 | Feb 05, 2026 |
| Aberdeen Group plc | History | Added to | 45,523 | 873 | 0.0% | 0.0% | 99 | +3,897 | 9.36% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Reduced | 45,470 | 872 | 0.0% | 0.0% | 100 | -2,944 | -6.08% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 44,578 | 855 | 0.0% | 0.0% | 101 | +1,149 | 2.65% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 44,319 | 850 | 0.0% | 6.89% | 102 | -28,149 | -38.84% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 43,790 | 840 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 42,670 | 818 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 40,720 | 781 | 0.0% | 0.01% | 105 | +1,950 | 5.03% | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | Added to | 39,620 | 769 | 0.04% | 0.06% | 106 | +16,731 | 73.1% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 37,701 | 723 | 0.02% | 0.01% | 107 | -7,346 | -16.31% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 36,595 | 702 | 0.01% | 0.01% | 108 | +96 | 0.26% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 34,967 | 671 | 0.0% | 0.0% | 109 | -2,243 | -6.03% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,054 | 657 | 0.01% | 0.01% | 110 | -4,886 | -12.55% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 34,233 | 656 | 0.02% | 0.05% | 111 | -23,599 | -40.81% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 34,006 | 653 | 0.0% | 0.0% | 112 | +3,044 | 9.83% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 33,751 | 647 | 0.01% | 0.01% | 113 | -3,253 | -8.79% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 32,811 | 629 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 32,749 | 628 | 0.0% | 0.01% | 115 | -22,451 | -40.67% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 31,759 | 609 | 0.0% | 0.0% | 116 | -82,744 | -72.26% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 30,595 | 587 | 0.0% | 0.0% | 117 | +1,263 | 4.31% | Q4 2025 | Jan 09, 2026 |
| Metis Global Partners, LLC | History | Added to | 29,774 | 571 | 0.01% | 0.01% | 118 | +1,418 | 5.0% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 28,784 | 552 | 0.01% | 0.01% | 119 | +400 | 1.41% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,400 | 525 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 26,067 | 500 | 0.0% | 0.0% | 121 | -5,354 | -17.04% | Q4 2025 | Jan 15, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 25,700 | 493 | 0.0% | 0.0% | 122 | -10,400 | -28.81% | Q4 2025 | Feb 12, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 25,622 | 491 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 26,852 | 491 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 24,900 | 477 | 0.0% | — | 125 | +24,900 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 24,728 | 474 | 0.0% | 0.0% | 126 | +776 | 3.24% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 22,884 | 439 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 22,629 | 434 | 0.0% | 0.0% | 128 | +2,558 | 12.74% | Q4 2025 | Jan 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 21,397 | 410 | 0.0% | 0.0% | 129 | +19 | 0.09% | Q4 2025 | Jan 30, 2026 |
| ALTFEST L J & CO INC | History | No change | 20,598 | 395 | 0.04% | 0.05% | 130 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFM Investors Pty Ltd | History | No change | 20,402 | 392 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 19,880 | 381 | 0.0% | 0.0% | 132 | +347 | 1.78% | Q4 2025 | Feb 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 19,759 | 379 | 0.0% | 0.0% | 133 | +738 | 3.88% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | New | 18,900 | 362 | 0.04% | — | 134 | +18,900 | New | Q4 2025 | Feb 03, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 18,419 | 353 | 0.01% | 0.01% | 135 | +335 | 1.85% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 17,301 | 332 | 0.0% | 0.0% | 136 | -1,028 | -5.61% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 16,980 | 325 | 0.0% | — | 137 | +16,980 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 16,187 | 311 | 0.03% | 0.03% | 138 | -1,798 | -10.0% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,031 | 307 | 0.0% | 0.0% | 139 | +1,611 | 11.17% | Q4 2025 | Feb 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 15,627 | 299 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | New | 15,433 | 296 | 0.0% | — | 141 | +15,433 | New | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,810 | 284 | 0.0% | 0.0% | 142 | -56 | -0.38% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 14,799 | 282 | 0.0% | 0.0% | 143 | +1,304 | 9.66% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 14,374 | 276 | 0.0% | 0.0% | 145 | +12,120 | 537.71% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,384 | 276 | 0.0% | 0.0% | 144 | +293 | 2.08% | Q4 2025 | Feb 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 13,969 | 268 | 0.0% | — | 146 | +13,969 | New | Q4 2025 | Feb 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 13,336 | 255 | 0.01% | 0.01% | 147 | -34 | -0.25% | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 13,147 | 252 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 13,041 | 250 | 0.01% | 0.01% | 149 | +941 | 7.78% | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Added to | 13,015 | 249 | 0.01% | 0.01% | 150 | +6,091 | 87.97% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,275 | 235 | 0.0% | 0.0% | 151 | -393 | -3.1% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 12,063 | 231 | 0.0% | — | 152 | +12,063 | New | Q4 2025 | Feb 03, 2026 |
| Summit Global Investments | History | Reduced | 11,411 | 219 | 0.01% | 0.01% | 153 | -79 | -0.69% | Q4 2025 | Feb 18, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,367 | 218 | 0.0% | 0.0% | 154 | +1,085 | 10.55% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,737 | 206 | 0.0% | — | 155 | +10,737 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 10,730 | 205 | 0.01% | — | 156 | +10,730 | New | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,677 | 204 | 0.0% | — | 157 | +10,677 | New | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,634 | 204 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,164 | 195 | 0.0% | 0.0% | 159 | +2,184 | 27.37% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 10,062 | 193 | 0.0% | 0.0% | 160 | +77 | 0.77% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,936 | 190 | 0.0% | 0.0% | 161 | -25,400 | -71.88% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,470 | 162 | 0.0% | 0.0% | 163 | +906 | 11.98% | Q4 2025 | Feb 06, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 8,482 | 162 | 0.04% | 0.05% | 162 | +31 | 0.37% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 7,809 | 150 | 0.0% | 0.0% | 164 | -127 | -1.6% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,351 | 141 | 0.0% | 0.0% | 165 | -1,463 | -16.6% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,303 | 120 | 0.0% | 0.0% | 166 | +917 | 17.03% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,194 | 118 | 0.01% | 0.01% | 167 | -441 | -6.65% | Q4 2025 | Jan 05, 2026 |
| FIL Ltd | History | Reduced | 4,784 | 91 | 0.0% | 0.0% | 168 | -627 | -11.59% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 4,614 | 89 | 0.0% | 0.0% | 169 | +288 | 6.66% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | No change | 4,543 | 87 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,246 | 81 | 0.01% | 0.01% | 171 | -108 | -2.48% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,164 | 79 | 0.01% | — | 172 | +4,164 | New | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 3,851 | 74 | 0.0% | — | 173 | +3,851 | New | Q4 2025 | Feb 11, 2026 |
| KBC Group NV | History | No change | 3,736 | 72 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 3,677 | 70 | 0.0% | 0.0% | 175 | +922 | 33.47% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 3,620 | 69 | 0.0% | 0.0% | 176 | +100 | 2.84% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,381 | 64 | 0.0% | 0.0% | 177 | -128 | -3.65% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,636 | 50 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | No change | 2,139 | 41 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,084 | 39 | 0.0% | 0.0% | 180 | +7 | 0.34% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,903 | 36 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,369 | 26 | 0.0% | 0.0% | 182 | +1,307 | 2108.06% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 1,299 | 24 | 0.0% | 0.0% | 183 | -825 | -38.84% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,246 | 23 | 0.0% | 0.0% | 184 | +365 | 41.43% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,042 | 21 | 0.0% | 0.0% | 185 | -50,087 | -97.96% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,064 | 20 | 0.0% | 0.0% | 186 | -69 | -6.09% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 915 | 17 | 0.0% | 0.0% | 187 | +43 | 4.93% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 823 | 15 | 0.0% | 0.0% | 188 | +446 | 118.3% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 788 | 15 | 0.0% | 0.0% | 190 | -240 | -23.35% | Q4 2025 | Mar 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 821 | 15 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 684 | 13 | 0.0% | 0.0% | 191 | +199 | 41.03% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 690 | 13 | 0.0% | 0.0% | 192 | +194 | 39.11% | Q4 2025 | Feb 06, 2026 |
| Hilltop National Bank | History | No change | 684 | 13 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 608 | 11 | 0.0% | 0.02% | 194 | -1,084 | -64.07% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 563 | 10 | 0.0% | — | 195 | +563 | New | Q4 2025 | Jan 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 462 | 9 | 0.0% | 0.0% | 196 | -8 | -1.7% | Q4 2025 | Jan 20, 2026 |
| Capital Analysts, LLC | History | No change | 395 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 431 | 8 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 341 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 269 | 5 | 0.0% | 0.0% | 200 | +29 | 12.08% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Reduced | 226 | 4 | 0.0% | 0.0% | 202 | -92 | -28.93% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 221 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 174 | 3 | 0.0% | — | 203 | +174 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 194 | 3 | 0.0% | 0.0% | 204 | -65 | -25.1% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 127 | 2 | 0.0% | 0.0% | 205 | +9 | 7.63% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 57 | 1 | 0.0% | — | 207 | +52 | 1040.0% | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 80 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quent Capital, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 92 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,746,238 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GW&K Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -277,092 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -237,176 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -111,929 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -97,568 | -100.0% | Q3 2025 | Oct 28, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90,923 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -71,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.02% | — | -56,710 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -46,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,797 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,229 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,594 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -20,531 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,060 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,634 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,449 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -16,198 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -15,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,475 | -100.0% | Q3 2025 | Jan 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,805 | -100.0% | Q3 2025 | Oct 28, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -12,745 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,953 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,926 | -100.0% | Q3 2025 | Nov 19, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -9,308 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,995 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -2,499 | -98.77% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -927 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 19, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 40 | 0 | — | 0.0% | — | -50 | -55.56% | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q3 2025 | Nov 10, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 05, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| Westside Investment Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Added to | 20 | 0 | — | — | — | +5 | 33.33% | Q4 2025 | Jan 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COUNTRY TRUST BANK | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 49 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| West Branch Capital LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |