UFP INDUSTRIES INC - UFPI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 7,553,111 | 687,710 | 0.01% | 0.01% | 1 | +36,055 | 0.48% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,117,218 | 556,972 | 0.01% | 0.01% | 2 | +17,016 | 0.28% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,171,538 | 288,768 | 0.78% | 0.81% | 3 | -401,056 | -11.23% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 2,124,145 | 193,403 | 0.01% | 0.01% | 4 | -64,436 | -2.94% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,909,315 | 173,846 | 0.04% | 0.04% | 5 | +44,736 | 2.4% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Reduced | 1,853,286 | 168,796 | 0.17% | 0.18% | 6 | -34,174 | -1.81% | Q4 2025 | Feb 13, 2026 |
| WASATCH ADVISORS LP | History | New | 1,533,299 | 139,606 | 0.83% | — | 7 | +1,533,299 | New | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,525,383 | 138,906 | 0.01% | 0.01% | 8 | -22,468 | -1.45% | Q4 2025 | Feb 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,247,346 | 114,980 | 0.19% | 0.18% | 9 | +23,905 | 1.95% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 1,254,776 | 114,247 | 0.01% | 0.0% | 10 | +376,797 | 42.92% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,070,333 | 97,453 | 0.01% | 0.01% | 11 | +12,468 | 1.18% | Q4 2025 | Feb 17, 2026 |
| River Road Asset Management, LLC | History | Added to | 879,935 | 80,118 | 0.88% | 0.56% | 12 | +343,830 | 64.13% | Q4 2025 | Feb 24, 2026 |
| NORGES BANK | History | New | 825,736 | 75,183 | 0.01% | — | 13 | +825,736 | New | Q4 2025 | Feb 10, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 806,395 | 73,422 | 0.74% | 0.72% | 14 | +38,021 | 4.95% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 804,991 | 73,294 | 0.01% | 0.01% | 15 | +7,665 | 0.96% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 495,673 | 45,131 | 0.01% | 0.01% | 16 | +48,748 | 10.91% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 473,645 | 43,125 | 0.02% | 0.02% | 17 | +156,289 | 49.25% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 465,593 | 42,392 | 0.02% | 0.02% | 18 | +178,080 | 61.94% | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 456,297 | 41,545 | 0.8% | 0.84% | 19 | +7,459 | 1.66% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 441,905 | 40,235 | 0.0% | 0.0% | 20 | +168,157 | 61.43% | Q4 2025 | Mar 25, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 434,821 | 39,590 | 0.88% | 0.91% | 21 | -29,970 | -6.45% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 407,522 | 37,104 | 0.0% | 0.0% | 22 | -87,199 | -17.63% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 405,311 | 36,903 | 0.01% | 0.01% | 23 | -142,381 | -26.0% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 382,681 | 34,843 | 0.0% | 0.0% | 24 | +20,008 | 5.52% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 357,554 | 32,555 | 0.01% | 0.01% | 25 | -71,016 | -16.57% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 350,057 | 31,872 | 0.01% | 0.01% | 26 | -2,845 | -0.81% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 348,298 | 31,712 | 0.01% | 0.01% | 27 | -38,623 | -9.98% | Q4 2025 | Feb 18, 2026 |
| GENDELL JEFFREY L | History | Added to | 340,698 | 31,020 | 0.54% | 0.41% | 28 | +99,814 | 41.44% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 322,493 | 29,363 | 0.02% | 0.06% | 29 | -648,074 | -66.77% | Q4 2025 | Feb 19, 2026 |
| BARCLAYS PLC | History | Reduced | 317,308 | 28,890 | 0.01% | 0.01% | 30 | -39,937 | -11.18% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 311,164 | 28,331 | 0.03% | 0.03% | 31 | -11,188 | -3.47% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 283,133 | 25,779 | 0.0% | 0.0% | 32 | -51,700 | -15.44% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 277,330 | 25,250 | 0.01% | 0.02% | 33 | -148,006 | -34.8% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 273,818 | 24,931 | 0.53% | 0.51% | 34 | +28,958 | 11.83% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 261,587 | 23,817 | 0.01% | 0.01% | 35 | +11,363 | 4.54% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 220,223 | 20,052 | 0.02% | 0.02% | 36 | +36,449 | 19.83% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 213,320 | 19,422 | 0.02% | 0.0% | 37 | +203,957 | 2178.33% | Q4 2025 | Feb 17, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 211,324 | 19,242 | 0.17% | 0.26% | 38 | -103,689 | -32.92% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 199,821 | 18,193 | 0.0% | 0.01% | 39 | -229,619 | -53.47% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 191,710 | 17,455 | 0.01% | 0.02% | 40 | -18,977 | -9.01% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 188,339 | 17,150 | 0.02% | 0.02% | 41 | +11,272 | 6.37% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 179,338 | 16,328 | 0.0% | 0.0% | 42 | -72,153 | -28.69% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 163,709 | 14,905 | 0.02% | 0.03% | 43 | -42,000 | -20.42% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 152,990 | 13,929 | 0.0% | 0.0% | 44 | +22,126 | 16.91% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 126,239 | 11,494 | 0.01% | 0.01% | 45 | -5,915 | -4.48% | Q4 2025 | Feb 02, 2026 |
| Nuveen, LLC | History | Reduced | 122,877 | 11,187 | 0.0% | 0.0% | 46 | -6,288 | -4.87% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 121,831 | 11,092 | 0.02% | — | 47 | +121,831 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 118,300 | 10,771 | 0.0% | 0.0% | 48 | -25,792 | -17.9% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 117,136 | 10,665 | 0.11% | 0.12% | 49 | -6,215 | -5.04% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Reduced | 115,450 | 10,511 | 0.01% | 0.01% | 50 | -1,600 | -1.37% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 111,550 | 10,156 | 0.01% | 0.01% | 51 | +4,271 | 3.98% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 103,744 | 9,445 | 0.0% | 0.0% | 52 | +1,763 | 1.73% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 103,590 | 9,431 | 0.07% | 0.07% | 53 | +503 | 0.49% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 101,796 | 9,268 | 0.03% | 0.03% | 54 | +7,842 | 8.35% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 99,317 | 9,111 | 0.01% | 0.01% | 55 | -15,228 | -13.29% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 97,263 | 8,855 | 0.0% | 0.0% | 56 | -23,782 | -19.65% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 97,130 | 8,844 | 0.0% | 0.0% | 57 | -24,694 | -20.27% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 96,118 | 8,751 | 0.01% | 0.01% | 58 | +4,542 | 4.96% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 89,298 | 8,130 | 0.01% | 0.02% | 59 | -119,321 | -57.2% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 86,345 | 7,862 | 0.0% | 0.0% | 60 | -312 | -0.36% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 85,089 | 7,747 | 0.01% | 0.01% | 61 | -1,500 | -1.73% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 81,091 | 7,383 | 0.0% | 0.0% | 62 | +20,731 | 34.35% | Q4 2025 | Feb 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 80,149 | 7,297 | 0.03% | 0.03% | 63 | +10,565 | 15.18% | Q4 2025 | Jan 28, 2026 |
| ALPS ADVISORS INC | History | Reduced | 78,236 | 7,123 | 0.04% | 0.04% | 64 | -4,257 | -5.16% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 74,787 | 6,809 | 0.01% | 0.01% | 65 | -764 | -1.01% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 71,216 | 6,484 | 0.0% | 0.01% | 66 | -9,491 | -11.76% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 70,065 | 6,379 | 0.02% | 0.04% | 67 | -33,366 | -32.26% | Q4 2025 | Feb 12, 2026 |
| Retirement Systems of Alabama | History | Reduced | 69,918 | 6,366 | 0.02% | 0.02% | 68 | -892 | -1.26% | Q4 2025 | Jan 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 68,277 | 6,216 | 0.01% | 0.01% | 69 | +11,400 | 20.04% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 67,356 | 6,132 | 0.0% | 0.0% | 70 | -14,281 | -17.49% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 65,709 | 5,982 | 0.0% | 0.0% | 71 | -6,113 | -8.51% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 65,662 | 5,978 | 0.11% | 0.11% | 72 | -4,421 | -6.31% | Q4 2025 | Jan 14, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 64,347 | 5,859 | 0.02% | — | 73 | +64,347 | New | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 60,810 | 5,536 | 0.04% | — | 74 | +60,810 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 59,587 | 5,425 | 0.03% | 0.03% | 75 | -4,962 | -7.69% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 58,492 | 5,325 | 0.01% | 0.01% | 76 | +35,810 | 157.88% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 58,165 | 5,295 | 0.0% | 0.0% | 77 | +28,740 | 97.67% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 57,462 | 5,231 | 0.0% | — | 78 | +57,462 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 55,111 | 5,017 | 0.01% | 0.01% | 79 | -2,301 | -4.01% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 54,875 | 4,996 | 0.02% | 0.01% | 80 | +7,519 | 15.88% | Q4 2025 | Feb 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 51,381 | 4,874 | 0.72% | 5.51% | 81 | -134,873 | -72.41% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Added to | 53,020 | 4,827 | 0.02% | 0.02% | 82 | +10,148 | 23.67% | Q4 2025 | Jan 29, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 51,703 | 4,707 | 0.14% | 0.15% | 83 | -2,373 | -4.39% | Q4 2025 | Jan 26, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 51,562 | 4,694 | 0.06% | 0.06% | 84 | +421 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 51,301 | 4,670 | 0.01% | 0.01% | 85 | +8,661 | 20.31% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 49,418 | 4,499 | 0.02% | 0.03% | 86 | -41,445 | -45.61% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 48,674 | 4,431 | 0.01% | 0.02% | 87 | -859 | -1.73% | Q4 2025 | Jan 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 47,713 | 4,344 | 0.03% | 0.03% | 88 | -6,229 | -11.55% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 47,675 | 4,340 | 0.0% | 0.01% | 89 | +526 | 1.12% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 44,223 | 4,026 | 0.0% | 0.0% | 90 | -9,028 | -16.95% | Q4 2025 | Feb 13, 2026 |
| Narwhal Capital Management | History | Reduced | 44,208 | 4,025 | 0.29% | 0.34% | 91 | -5,079 | -10.3% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 43,623 | 3,972 | 0.0% | 0.0% | 92 | -5,187 | -10.63% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 43,516 | 3,962 | 0.0% | 0.0% | 93 | -30,476 | -41.19% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 42,403 | 3,860 | 0.09% | 0.1% | 94 | -764 | -1.77% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Reduced | 41,728 | 3,799 | 0.01% | 0.01% | 95 | -14,309 | -25.53% | Q4 2025 | Feb 17, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 40,842 | 3,718 | 0.16% | 0.16% | 96 | +1,343 | 3.4% | Q4 2025 | Feb 02, 2026 |
| Engineers Gate Manager LP | History | Reduced | 40,427 | 3,680 | 0.04% | 0.14% | 97 | -91,942 | -69.46% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 40,400 | 3,678 | 0.01% | — | 98 | +40,400 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 39,971 | 3,639 | 0.0% | 0.0% | 99 | -4,173 | -9.45% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,125 | 3,471 | 0.01% | 0.01% | 100 | +821 | 2.2% | Q4 2025 | Feb 18, 2026 |
| Numerai GP LLC | History | Reduced | 37,984 | 3,458 | 0.42% | 0.5% | 101 | -114 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Watchman Group, Inc. | History | Reduced | 35,814 | 3,260 | 0.78% | 0.87% | 102 | -2,712 | -7.04% | Q4 2025 | Feb 06, 2026 |
| Bridge City Capital, LLC | History | Reduced | 35,408 | 3,223 | 0.95% | 1.03% | 103 | -5,715 | -13.9% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 34,946 | 3,179 | 0.01% | 0.0% | 104 | -2,539 | -6.77% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 34,632 | 3,154 | 0.0% | — | 105 | +34,632 | New | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 33,619 | 3,061 | 0.03% | 0.02% | 106 | +6,125 | 22.28% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | New | 33,294 | 3,031 | 0.01% | — | 107 | +33,294 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 32,142 | 2,926 | 0.07% | 0.09% | 108 | -8,984 | -21.85% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 32,136 | 2,925 | 0.03% | 0.04% | 109 | -11,758 | -26.79% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 30,553 | 2,781 | 0.02% | 0.02% | 110 | +9,748 | 46.85% | Q4 2025 | Jan 28, 2026 |
| Verition Fund Management LLC | History | Reduced | 29,627 | 2,697 | 0.01% | 0.02% | 111 | -19,766 | -40.02% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 27,283 | 2,484 | 0.05% | 0.12% | 112 | -14,661 | -34.95% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 27,049 | 2,462 | 0.0% | 0.0% | 113 | -1,028 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 26,461 | 2,409 | 0.03% | 0.01% | 114 | +20,445 | 339.84% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 26,217 | 2,386 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 25,157 | 2,290 | 0.01% | 0.01% | 116 | +3,424 | 15.75% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,805 | 2,258 | 0.0% | 0.0% | 117 | -20,226 | -44.92% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 24,529 | 2,233 | 0.02% | 0.02% | 118 | -1,230 | -4.78% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 24,300 | 2,212 | 0.01% | 0.01% | 119 | +2,948 | 13.81% | Q4 2025 | Jan 30, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 20,709 | 2,138 | 0.01% | 0.01% | 120 | -887 | -4.11% | Q4 2025 | Feb 18, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 23,294 | 2,120 | 0.8% | 0.83% | 121 | +657 | 2.9% | Q4 2025 | Jan 20, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,221 | 2,114 | 0.02% | 0.02% | 122 | -2,833 | -10.87% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,476 | 2,057 | 0.02% | 0.02% | 123 | -479 | -2.4% | Q4 2025 | Jan 21, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 22,280 | 2,028 | 0.06% | — | 124 | +22,280 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 21,424 | 1,959 | 0.0% | 0.0% | 125 | +16,077 | 300.67% | Q4 2025 | Mar 20, 2026 |
| SG Americas Securities, LLC | History | Added to | 21,499 | 1,957 | 0.0% | 0.0% | 126 | +17,621 | 454.38% | Q4 2025 | Jan 09, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 21,490 | 1,956 | 0.0% | 0.0% | 127 | +6,141 | 40.01% | Q4 2025 | Feb 12, 2026 |
| Cadence Bank | History | Added to | 19,737 | 1,797 | 0.11% | 0.11% | 128 | +79 | 0.4% | Q4 2025 | Jan 30, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 19,717 | 1,795 | 0.08% | 0.1% | 129 | -7,415 | -27.33% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,300 | 1,757 | 0.01% | 0.01% | 130 | +3,400 | 21.38% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 18,686 | 1,701 | 0.02% | 0.03% | 131 | -5,622 | -23.13% | Q4 2025 | Feb 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,653 | 1,699 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 18,524 | 1,686 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 18,331 | 1,669 | 0.02% | 0.04% | 134 | -6,451 | -26.03% | Q4 2025 | Feb 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 17,782 | 1,667 | 0.04% | 0.04% | 135 | -51 | -0.29% | Q4 2025 | Jan 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 18,249 | 1,661 | 0.0% | 0.01% | 136 | -63,626 | -77.71% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,647 | 1,598 | 0.0% | 0.0% | 137 | -1,258 | -7.03% | Q4 2025 | Jan 08, 2026 |
| LPL Financial LLC | History | Added to | 17,462 | 1,589 | 0.0% | 0.0% | 138 | +1,045 | 6.37% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 17,135 | 1,560 | 0.0% | 0.0% | 139 | -638 | -3.59% | Q4 2025 | Jan 27, 2026 |
| Flagship Capital Management Inc. | History | New | 17,022 | 1,549 | 1.1% | — | 140 | +17,022 | New | Q4 2025 | Jan 22, 2026 |
| Arizona State Retirement System | History | Reduced | 16,348 | 1,488 | 0.01% | 0.01% | 141 | -1,483 | -8.32% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,100 | 1,465 | 0.03% | 0.03% | 142 | -200 | -1.23% | Q4 2025 | Jan 16, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 16,067 | 1,462 | 0.02% | 0.02% | 143 | +1,092 | 7.29% | Q4 2025 | Feb 02, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 16,000 | 1,456 | 0.14% | — | 144 | +16,000 | New | Q4 2025 | Feb 06, 2026 |
| Covalent Partners LLC | History | Reduced | 16,000 | 1,456 | 6.43% | 6.51% | 145 | -2,500 | -13.51% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 15,705 | 1,429 | 0.02% | 0.03% | 146 | -7,709 | -32.92% | Q4 2025 | Jan 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 15,401 | 1,402 | 0.04% | 0.05% | 147 | -626 | -3.91% | Q4 2025 | Feb 11, 2026 |
| CHICAGO TRUST Co NA | History | No change | 15,401 | 1,402 | 0.22% | 0.2% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 15,368 | 1,399 | 0.01% | 0.01% | 149 | -1,356 | -8.11% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,240 | 1,387 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 15,226 | 1,386 | 0.02% | 0.02% | 151 | -4,617 | -23.27% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 15,170 | 1,381 | 0.08% | 0.05% | 152 | +6,690 | 78.89% | Q4 2025 | Feb 09, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 14,700 | 1,338 | 0.56% | 0.61% | 154 | -198 | -1.33% | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | No change | 14,700 | 1,338 | 0.0% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,578 | 1,327 | 0.01% | 0.01% | 155 | -453 | -3.01% | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | New | 14,449 | 1,315 | 0.0% | — | 156 | +14,449 | New | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 14,097 | 1,283 | 0.0% | 0.0% | 157 | -11,269 | -44.43% | Q4 2025 | Jan 22, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,095 | 1,283 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 13,800 | 1,256 | 0.01% | 0.01% | 159 | -100 | -0.72% | Q4 2025 | Jan 29, 2026 |
| iSAM Funds (UK) Ltd | History | Added to | 13,649 | 1,242 | 0.45% | 0.22% | 160 | +2,152 | 18.72% | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Added to | 13,442 | 1,223 | 0.11% | 0.11% | 161 | +2,641 | 24.45% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,118 | 1,194 | 0.0% | 0.09% | 162 | -494,646 | -97.42% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 13,035 | 1,186 | 0.01% | 0.02% | 163 | -19 | -0.15% | Q4 2025 | Feb 05, 2026 |
| Freestone Grove Partners LP | History | Added to | 13,018 | 1,185 | 0.01% | 0.01% | 164 | +4,718 | 56.84% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 12,972 | 1,181 | 0.0% | 0.0% | 165 | +145 | 1.13% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 12,898 | 1,174 | 0.01% | 0.01% | 166 | -794 | -5.8% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Reduced | 12,655 | 1,152 | 0.01% | 0.01% | 167 | -6,576 | -34.19% | Q4 2025 | Feb 17, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 12,600 | 1,147 | 0.03% | 0.04% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| South Dakota Investment Council | History | Reduced | 12,575 | 1,145 | 0.02% | 0.02% | 169 | -900 | -6.68% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | New | 12,305 | 1,120 | 0.01% | — | 170 | +12,305 | New | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,047 | 1,098 | 0.0% | 0.0% | 171 | +1,629 | 15.64% | Q4 2025 | Mar 09, 2026 |
| K.J. Harrison & Partners Inc | History | New | 12,000 | 1,092 | 0.15% | — | 172 | +12,000 | New | Q4 2025 | Feb 03, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 8,673 | 1,082 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,661 | 1,061 | 0.01% | 0.01% | 174 | -100 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 11,599 | 1,056 | 0.62% | 0.62% | 175 | +640 | 5.84% | Q4 2025 | Jan 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,395 | 1,037 | 0.0% | 0.0% | 176 | +4,605 | 67.82% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,178 | 1,017 | 0.0% | 0.0% | 177 | +1,788 | 19.04% | Q4 2025 | Feb 13, 2026 |
| Headlands Technologies LLC | History | Reduced | 11,071 | 1,008 | 0.08% | 0.1% | 178 | -2,739 | -19.83% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,066 | 1,007 | 0.0% | 0.0% | 179 | -559 | -4.81% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 10,974 | 999 | 0.0% | — | 180 | +10,974 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 10,600 | 965 | 0.0% | 0.0% | 181 | +3,608 | 51.6% | Q4 2025 | Jan 26, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 10,520 | 957 | 0.0% | 0.0% | 182 | -1,456 | -12.16% | Q4 2025 | Jan 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 10,184 | 927 | 0.08% | 0.05% | 183 | +3,941 | 63.13% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,132 | 922 | 0.0% | 0.0% | 184 | -664 | -6.15% | Q4 2025 | Feb 12, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 10,063 | 916 | 0.12% | 0.12% | 185 | +347 | 3.57% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,526 | 867 | 0.0% | 0.0% | 186 | +1,227 | 14.78% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,516 | 866 | 0.01% | 0.01% | 187 | +4 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,502 | 865 | 0.0% | 0.0% | 188 | -1,521 | -13.8% | Q4 2025 | Feb 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 9,387 | 854 | 0.01% | 0.01% | 189 | +584 | 6.63% | Q4 2025 | Feb 02, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 9,273 | 844 | 0.12% | — | 190 | +9,273 | New | Q4 2025 | Feb 20, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 9,133 | 832 | 0.11% | 0.11% | 191 | +114 | 1.26% | Q4 2025 | Feb 18, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 8,495 | 773 | 0.0% | 0.02% | 192 | -139,077 | -94.24% | Q4 2025 | Feb 12, 2026 |
| QSV Equity Investors LLC | History | Reduced | 8,348 | 760 | 1.12% | 1.19% | 193 | -4,069 | -32.77% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,258 | 759 | 0.0% | 0.0% | 194 | -3,344 | -28.82% | Q4 2025 | Feb 18, 2026 |
| Unison Advisors LLC | History | New | 8,052 | 733 | 0.06% | — | 195 | +8,052 | New | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 7,904 | 720 | 0.01% | 0.02% | 196 | -4,743 | -37.5% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 7,545 | 686 | 0.0% | — | 197 | +7,545 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,268 | 661 | 0.01% | 0.01% | 198 | +738 | 11.3% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 7,232 | 658 | 0.0% | 0.0% | 199 | +4,275 | 144.57% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 7,109 | 647 | 0.0% | 0.0% | 200 | +3,669 | 106.66% | Q4 2025 | Feb 11, 2026 |
| XPONANCE LLC | History | Reduced | 7,095 | 646 | 0.0% | 0.01% | 201 | -1,338 | -15.87% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 6,970 | 634 | 0.0% | 0.0% | 202 | -740 | -9.6% | Q4 2025 | Feb 24, 2026 |
| Quantbot Technologies LP | History | Reduced | 6,929 | 630 | 0.02% | 0.14% | 203 | -49,445 | -87.71% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,916 | 629 | 0.01% | 0.01% | 204 | -67 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,824 | 621 | 0.0% | — | 205 | +6,824 | New | Q4 2025 | Feb 18, 2026 |
| BOKF, NA | History | Reduced | 6,797 | 618 | 0.01% | 0.01% | 206 | -484 | -6.65% | Q4 2025 | Feb 03, 2026 |
| Ausbil Investment Management Ltd | History | No change | 6,703 | 610 | 0.35% | 0.33% | 207 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 6,523 | 593 | 0.0% | 0.0% | 208 | -35 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Curated Wealth Partners LLC | History | Added to | 6,427 | 585 | 0.06% | 0.06% | 209 | +1,482 | 29.97% | Q4 2025 | Jan 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,242 | 568 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | No change | 6,203 | 564 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,070 | 552 | 0.02% | 0.02% | 212 | +809 | 15.38% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 5,994 | 545 | 0.05% | 0.05% | 213 | -123 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,946 | 541 | 0.0% | 0.0% | 214 | +1,981 | 49.96% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,824 | 530 | 0.01% | 0.01% | 215 | -580 | -9.06% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 5,620 | 511 | 0.0% | 0.0% | 216 | +181 | 3.33% | Q4 2025 | Jan 30, 2026 |
| WESBANCO BANK INC | History | No change | 5,543 | 504 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,399 | 491 | 0.0% | 0.0% | 218 | -365 | -6.33% | Q4 2025 | Feb 17, 2026 |
| MQS Management LLC | History | Reduced | 5,314 | 483 | 0.28% | 0.36% | 219 | -1,364 | -20.43% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,261 | 479 | 0.0% | 0.0% | 220 | +1,081 | 25.86% | Q4 2025 | Feb 06, 2026 |
| Claro Advisors Inc. | History | Added to | 5,017 | 456 | 0.06% | 0.07% | 221 | +14 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 5,000 | 455 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 4,915 | 447 | 0.0% | 0.0% | 223 | -45,646 | -90.28% | Q4 2025 | Feb 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 4,859 | 442 | 0.1% | — | 224 | +4,859 | New | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 4,790 | 436 | 0.01% | 0.03% | 225 | -2,572 | -34.94% | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 4,758 | 433 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,713 | 429 | 0.0% | 0.0% | 227 | -1,627 | -25.66% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,703 | 428 | 0.0% | 0.0% | 228 | -937 | -16.61% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,648 | 423 | 0.01% | 0.01% | 229 | +97 | 2.13% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,543 | 413 | 0.0% | 0.0% | 230 | +17 | 0.38% | Q4 2025 | Feb 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 4,441 | 404 | 0.12% | 0.12% | 231 | +165 | 3.86% | Q4 2025 | Jan 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,436 | 403 | 0.0% | 0.0% | 232 | -2,067 | -31.79% | Q4 2025 | Jan 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 4,391 | 399 | 0.02% | 0.12% | 233 | -13,252 | -75.11% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | New | 4,347 | 395 | 0.0% | — | 234 | +4,347 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,346 | 395 | 0.0% | 0.0% | 235 | +171 | 4.1% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,278 | 389 | 0.0% | 0.0% | 236 | +3,271 | 324.83% | Q4 2025 | Feb 18, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,186 | 381 | 0.01% | 0.01% | 237 | -200 | -4.56% | Q4 2025 | Feb 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 4,142 | 377 | 0.03% | 0.03% | 238 | -135 | -3.16% | Q4 2025 | Jan 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,072 | 370 | 0.0% | 0.0% | 239 | -65 | -1.57% | Q4 2025 | Jan 29, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 4,050 | 368 | 0.06% | — | 240 | +4,050 | New | Q4 2025 | Feb 10, 2026 |
| INCEPTIONR LLC | History | New | 3,969 | 361 | 0.1% | — | 241 | +3,969 | New | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,850 | 350 | 0.0% | — | 243 | +3,850 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,855 | 350 | 0.0% | 0.0% | 242 | -114 | -2.87% | Q4 2025 | Feb 02, 2026 |
| Vestcor Inc | History | Reduced | 3,808 | 347 | 0.01% | 0.02% | 245 | -4,539 | -54.38% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 3,813 | 347 | 0.0% | 0.0% | 244 | -503 | -11.65% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 3,674 | 334 | 0.01% | — | 246 | +3,674 | New | Q4 2025 | Feb 23, 2026 |
| COMMERCE BANK | History | Reduced | 3,653 | 332 | 0.0% | 0.0% | 247 | -1,656 | -31.19% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 3,621 | 329 | 0.01% | 0.01% | 248 | +708 | 24.3% | Q4 2025 | Feb 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,593 | 327 | 0.01% | 0.01% | 249 | +374 | 11.62% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 3,500 | 318 | 0.02% | 0.2% | 251 | -50,370 | -93.5% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 3,495 | 318 | 0.0% | 0.03% | 250 | -46,312 | -92.98% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 3,384 | 308 | 0.01% | 0.01% | 252 | +3 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 3,380 | 307 | 0.06% | 0.07% | 253 | -930 | -21.58% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,321 | 302 | 0.0% | 0.0% | 254 | -1,911 | -36.53% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 3,260 | 296 | 0.0% | — | 255 | +3,260 | New | Q4 2025 | Feb 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,219 | 293 | 0.0% | 0.01% | 256 | -774 | -19.38% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,197 | 291 | 0.0% | 0.0% | 257 | +92 | 2.96% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 3,177 | 289 | 0.0% | 0.0% | 258 | -2,712 | -46.05% | Q4 2025 | Feb 17, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 3,105 | 282 | 0.02% | — | 260 | +3,105 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,098 | 282 | 0.0% | 0.0% | 259 | +356 | 12.98% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 3,073 | 279 | 0.0% | — | 261 | +3,073 | New | Q4 2025 | Feb 17, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,047 | 277 | 0.21% | 0.26% | 262 | -2,790 | -47.8% | Q4 2025 | Jan 27, 2026 |
| Corient IA LLC | History | No change | 3,000 | 273 | 0.26% | 0.21% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 2,996 | 272 | 0.0% | 0.01% | 264 | -1,034 | -25.66% | Q4 2025 | Mar 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,963 | 269 | 0.01% | 0.01% | 266 | -341 | -10.32% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 2,960 | 269 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,902 | 264 | 0.0% | 0.01% | 267 | -1,350 | -31.75% | Q4 2025 | Jan 22, 2026 |
| Net Worth Advisory Group | History | Reduced | 2,896 | 263 | 0.05% | 0.1% | 268 | -817 | -22.0% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,878 | 262 | 0.0% | 0.0% | 269 | -128 | -4.26% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,863 | 260 | 0.0% | 0.0% | 270 | -485 | -14.49% | Q4 2025 | Feb 06, 2026 |
| State of Wyoming | History | Reduced | 2,839 | 258 | 0.03% | 0.11% | 272 | -7,595 | -72.79% | Q4 2025 | Feb 11, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,838 | 258 | 0.0% | — | 271 | +2,838 | New | Q4 2025 | Feb 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,833 | 257 | 0.01% | 0.01% | 273 | -480 | -14.49% | Q4 2025 | Jan 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,805 | 256 | 0.0% | 0.0% | 274 | -65 | -2.26% | Q4 2025 | Feb 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 2,795 | 254 | 0.01% | 0.01% | 275 | +441 | 18.73% | Q4 2025 | Feb 04, 2026 |
| AXQ CAPITAL, LP | History | New | 2,776 | 252 | 0.06% | — | 276 | +2,776 | New | Q4 2025 | Feb 10, 2026 |
| Forum Financial Management, LP | History | Reduced | 2,719 | 247 | 0.0% | 0.0% | 277 | -1 | -0.04% | Q4 2025 | Jan 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,690 | 244 | 0.01% | 0.01% | 278 | -1,253 | -31.78% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 2,671 | 243 | 0.0% | — | 279 | +2,671 | New | Q4 2025 | Feb 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 2,635 | 239 | 0.01% | 0.01% | 280 | -94 | -3.44% | Q4 2025 | Feb 02, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 2,437 | 221 | 0.0% | — | 281 | +2,437 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,420 | 220 | 0.05% | 0.02% | 282 | +2,045 | 545.33% | Q4 2025 | Mar 03, 2026 |
| SCS Capital Management LLC | History | Added to | 2,395 | 218 | 0.0% | 0.0% | 283 | +43 | 1.83% | Q4 2025 | Feb 10, 2026 |
| CIM, LLC | History | Reduced | 2,356 | 214 | 0.03% | 0.03% | 284 | -144 | -5.76% | Q4 2025 | Feb 18, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,312 | 210 | 0.01% | 0.01% | 285 | -114 | -4.7% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,287 | 208 | 0.0% | — | 287 | +2,287 | New | Q4 2025 | Feb 17, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 2,289 | 208 | 0.01% | 0.02% | 286 | -599 | -20.74% | Q4 2025 | Jan 27, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,290 | 208 | 0.0% | 0.0% | 288 | -439 | -16.09% | Q4 2025 | Feb 18, 2026 |
| Tidal Investments LLC | History | New | 2,232 | 203 | 0.0% | — | 289 | +2,232 | New | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | No change | 2,240 | 203 | 0.03% | 0.04% | 290 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,093 | 190 | 0.0% | 0.0% | 291 | -694 | -24.9% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,063 | 187 | 0.0% | 0.0% | 292 | +1,037 | 101.07% | Q4 2025 | Mar 16, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,034 | 185 | 0.01% | 0.01% | 293 | -4 | -0.2% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 1,958 | 178 | 0.0% | 0.0% | 294 | -1,144 | -36.88% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,818 | 165 | 0.0% | — | 295 | +1,818 | New | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 1,742 | 159 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 1,723 | 156 | 0.01% | 0.02% | 297 | -2,240 | -56.52% | Q4 2025 | Feb 11, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 1,724 | 156 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 1,638 | 149 | 0.0% | 0.01% | 299 | -455 | -21.74% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Added to | 1,433 | 131 | 0.07% | 0.04% | 300 | +660 | 85.38% | Q4 2025 | Feb 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,406 | 128 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,365 | 124 | 0.0% | 0.06% | 302 | -33,027 | -96.03% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,358 | 123 | 0.0% | 0.0% | 303 | -39 | -2.79% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,308 | 119 | 0.0% | 0.0% | 304 | +1,267 | 3090.24% | Q4 2025 | Feb 06, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,286 | 117 | 0.02% | — | 305 | +1,286 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Added to | 1,186 | 108 | 0.0% | 0.0% | 306 | +234 | 24.58% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,142 | 103 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,038 | 94 | 0.0% | 0.0% | 308 | +155 | 17.55% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,030 | 93 | 0.0% | — | 309 | +1,030 | New | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,008 | 91 | 0.0% | 0.0% | 310 | -1,964 | -66.08% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 958 | 87 | 0.0% | 0.0% | 311 | -547 | -36.35% | Q4 2025 | Feb 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 894 | 82 | 0.0% | — | 312 | +894 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Trust | History | No change | 840 | 76 | 0.01% | 0.02% | 313 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 798 | 72 | 0.01% | — | 314 | +798 | New | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | Reduced | 778 | 70 | 0.0% | 0.0% | 315 | -33 | -4.07% | Q4 2025 | Jan 16, 2026 |
| Colonial Trust Co / SC | History | Reduced | 747 | 68 | 0.01% | 0.01% | 316 | -51 | -6.39% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 664 | 60 | 0.0% | 0.0% | 317 | +471 | 244.04% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 631 | 57 | 0.0% | 0.0% | 318 | -27 | -4.1% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 606 | 55 | 0.0% | 0.0% | 319 | -92 | -13.18% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | Added to | 548 | 50 | 0.04% | 0.04% | 321 | +2 | 0.37% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 560 | 50 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 541 | 49 | 0.0% | 0.0% | 322 | +104 | 23.8% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 526 | 47 | 0.01% | 0.0% | 323 | +349 | 197.18% | Q4 2025 | Jan 08, 2026 |
| Torren Management, LLC | History | New | 498 | 45 | 0.02% | — | 324 | +498 | New | Q4 2025 | Jan 30, 2026 |
| Eagle Bay Advisors LLC | History | New | 474 | 43 | 0.03% | — | 325 | +474 | New | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 452 | 41 | 0.0% | — | 326 | +452 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 449 | 40 | 0.0% | 0.0% | 327 | +217 | 93.53% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 441 | 40 | 0.0% | 0.0% | 328 | -49 | -10.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 413 | 37 | 0.0% | 0.0% | 329 | +223 | 117.37% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 414 | 37 | 0.0% | 0.0% | 330 | +190 | 84.82% | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | Added to | 400 | 36 | 0.0% | 0.0% | 331 | +300 | 300.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 403 | 36 | 0.0% | 0.0% | 332 | -181 | -30.99% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 387 | 35 | 0.0% | 0.0% | 333 | +154 | 66.09% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | Reduced | 385 | 35 | 0.0% | 0.0% | 334 | -154 | -28.57% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | No change | 350 | 31 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 318 | 28 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 262 | 24 | 0.0% | — | 337 | +262 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 260 | 23 | 0.0% | 0.0% | 338 | +59 | 29.35% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 220 | 20 | 0.0% | — | 340 | +220 | New | Q4 2025 | Feb 05, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 223 | 20 | 0.0% | 0.0% | 341 | -1 | -0.45% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 223 | 20 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 218 | 19 | 0.0% | — | 343 | +218 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 210 | 19 | 0.0% | 0.0% | 342 | +119 | 130.77% | Q4 2025 | Feb 09, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 198 | 18 | 0.0% | 0.0% | 344 | +15 | 8.2% | Q4 2025 | Feb 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 202 | 18 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kemnay Advisory Services Inc. | History | New | 170 | 15 | 0.0% | — | 346 | +170 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 172 | 15 | 0.0% | 0.0% | 347 | +138 | 405.88% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Reduced | 172 | 15 | 0.0% | 0.0% | 348 | -29 | -14.43% | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | No change | 175 | 15 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 145 | 14 | 0.0% | 0.0% | 350 | +127 | 705.56% | Q4 2025 | Feb 02, 2026 |
| Centerpoint Advisors, LLC | History | No change | 140 | 13 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 151 | 13 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 112 | 10 | 0.0% | 0.06% | 354 | -3,000 | -96.4% | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 118 | 10 | 0.0% | — | 353 | +118 | New | Q4 2025 | Jan 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 104 | 9 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Boreal Capital Management LLC | History | No change | 105 | 9 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 80 | 7 | 0.0% | 0.0% | 358 | -76 | -48.72% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 80 | 7 | 0.0% | 0.0% | 359 | +18 | 29.03% | Q4 2025 | Jan 14, 2026 |
| FIRST HORIZON CORP | History | No change | 87 | 7 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 72 | 6 | 0.0% | 0.0% | 361 | +23 | 46.94% | Q4 2025 | Jan 07, 2026 |
| Park Place Capital Corp | History | No change | 73 | 6 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| LRI Investments, LLC | History | Reduced | 55 | 5 | 0.0% | 0.0% | 363 | -29 | -34.52% | Q4 2025 | Feb 04, 2026 |
| Kilter Group LLC | History | New | 51 | 4 | 0.0% | — | 367 | +51 | New | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 50 | 4 | 0.0% | — | 365 | +50 | New | Q4 2025 | Feb 03, 2026 |
| Basepoint Wealth LLC | History | New | 47 | 4 | 0.0% | — | 368 | +47 | New | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 4 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 41 | 3 | 0.0% | — | 371 | +41 | New | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | Added to | 37 | 3 | 0.0% | 0.0% | 370 | +25 | 208.33% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 42 | 3 | 0.0% | 0.0% | 369 | -5 | -10.64% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 31 | 2 | 0.0% | — | 375 | +30 | 3000.0% | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 31 | 2 | 0.0% | — | 373 | +29 | 1450.0% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | New | 25 | 2 | 0.0% | — | 374 | +25 | New | Q4 2025 | Feb 06, 2026 |
| Elyxium Wealth, LLC | History | New | 22 | 2 | 0.0% | — | 376 | +22 | New | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 23 | 2 | 0.0% | 0.0% | 377 | -18 | -43.9% | Q4 2025 | Jan 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20 | 1 | 0.0% | 0.0% | 378 | -414 | -95.39% | Q4 2025 | Feb 10, 2026 |
| Grove Bank & Trust | History | New | 20 | 1 | 0.0% | — | 380 | +20 | New | Q4 2025 | Jan 08, 2026 |
| Quarry LP | History | New | 17 | 1 | 0.0% | — | 385 | +17 | New | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 18 | 1 | 0.0% | — | 387 | +13 | 260.0% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | New | 11 | 1 | 0.0% | — | 388 | +11 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 18 | 1 | 0.0% | 0.0% | 383 | +4 | 28.57% | Q4 2025 | Feb 24, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 384 | -4 | -18.18% | Q4 2025 | Jan 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 11 | 1 | 0.0% | — | 379 | +3 | 37.5% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 11 | 1 | 0.0% | — | 381 | +3 | 37.5% | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 13 | 1 | 0.0% | 0.0% | 386 | -1 | -7.14% | Q4 2025 | Jan 16, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -247,329 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 10 | 0 | — | 0.11% | — | -133,429 | -99.99% | Q4 2025 | Feb 11, 2026 |
| De Lisle Partners LLP | History | Closed out | 0 | 0 | — | 0.78% | — | -68,054 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -46,224 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,607 | -100.0% | Q3 2025 | Oct 07, 2025 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -22,352 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.21% | — | -18,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,195 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.49% | — | -14,875 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -12,489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,162 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -8,895 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,698 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.02% | — | -7,102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -7,021 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,954 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JLB & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,410 | -100.0% | Q3 2025 | Oct 30, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.79% | — | -3,996 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -3,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.05% | — | -3,033 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantum Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,980 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,635 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,472 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,327 | -100.0% | Q3 2025 | Oct 29, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,302 | -100.0% | Q3 2025 | Dec 18, 2025 |
| apricus wealth, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,287 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,184 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,175 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,161 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,024 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -699 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -221 | -100.0% | Q3 2025 | Oct 08, 2025 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -26 | -72.22% | Q4 2025 | Jan 23, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Signature Equity Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 17, 2026 |
| USA FINANCIAL FORMULAS | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 14, 2026 |
| MidFirst Bank | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 25, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Avion Wealth | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SouthState Bank Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AdvisorNet Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Jan 28, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Feb 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |