UFP TECHNOLOGIES INC - UFPT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 | 1,097,570 | 243,693 | 0.0% | 0.0% | 1 | +7,843 | 0.72% | Q4 2025 | Feb 12, 2026 |
| WASATCH ADVISORS LP | History | New | 736,027 | 163,420 | 0.97% | — | 2 | +736,027 | New | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 533,578 | 118,470 | 0.0% | 0.0% | 3 | +5,957 | 1.13% | Q4 2025 | Jan 29, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 441,122 | 97,942 | 0.69% | 0.44% | 4 | +107,908 | 32.38% | Q4 2025 | Jan 09, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 309,674 | 68,756 | 0.05% | 0.05% | 5 | -18,602 | -5.67% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 289,775 | 64,338 | 0.0% | 0.0% | 6 | +961 | 0.33% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 267,133 | 59,311 | 0.03% | 0.03% | 7 | +13,601 | 5.36% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 248,125 | 55,091 | 0.1% | 0.01% | 8 | +223,121 | 892.34% | Q4 2025 | Feb 05, 2026 |
| Boston Trust Walden Corp | History | Reduced | 232,676 | 51,661 | 0.39% | 0.37% | 9 | -19,169 | -7.61% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 189,403 | 42,053 | 0.01% | 0.0% | 10 | +34,715 | 22.44% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 184,856 | 41,050 | 0.0% | 0.0% | 11 | +1,394 | 0.76% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 181,483 | 40,296 | 0.0% | 0.0% | 12 | +1,500 | 0.83% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 168,842 | 37,493 | 0.01% | 0.01% | 13 | +2,236 | 1.34% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 166,135 | 37,114 | 0.06% | 0.03% | 14 | +62,472 | 60.26% | Q4 2025 | Jan 15, 2026 |
| Swedbank AB | History | Reduced | 160,005 | 35,525 | 0.03% | 0.04% | 15 | -25,000 | -13.51% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 158,376 | 35,164 | 0.0% | 0.0% | 16 | -5,462 | -3.33% | Q4 2025 | Feb 13, 2026 |
| AltraVue Capital, LLC | History | Reduced | 153,236 | 34,022 | 2.8% | 2.55% | 17 | -550 | -0.36% | Q4 2025 | Feb 11, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 142,260 | 31,585 | 0.59% | 0.54% | 18 | -16,236 | -10.24% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 140,959 | 31,297 | 0.05% | 0.05% | 19 | -48,300 | -25.52% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Added to | 126,884 | 28,171 | 0.54% | 0.52% | 20 | +4,271 | 3.48% | Q4 2025 | Jan 26, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 121,844 | 27,053 | 0.01% | 0.01% | 21 | -48,138 | -28.32% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 110,220 | 24,472 | 0.01% | 0.01% | 22 | -35,592 | -24.41% | Q4 2025 | Feb 11, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 96,660 | 21,461 | 2.39% | 1.68% | 23 | +21,050 | 27.84% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 95,069 | 21,108 | 0.01% | 0.01% | 24 | +1,767 | 1.89% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 90,522 | 20,099 | 0.0% | — | 25 | +90,522 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 86,053 | 19,106 | 0.0% | 0.0% | 26 | -3,726 | -4.15% | Q4 2025 | Feb 17, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 83,672 | 18,577 | 1.52% | 1.38% | 27 | -84,437 | -50.23% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 79,391 | 17,616 | 0.01% | 0.0% | 28 | +44,645 | 128.49% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 75,755 | 16,819 | 0.0% | 0.0% | 29 | +2,081 | 2.82% | Q4 2025 | Feb 13, 2026 |
| De Lisle Partners LLP | History | Reduced | 74,302 | 16,485 | 2.12% | 1.87% | 30 | -2,100 | -2.75% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 73,400 | 16,295 | 0.03% | 0.03% | 31 | -30,361 | -29.26% | Q4 2025 | Feb 05, 2026 |
| GW&K Investment Management, LLC | History | Added to | 62,685 | 13,918 | 0.12% | 0.1% | 32 | +4,411 | 7.57% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 59,690 | 13,252 | 0.02% | 0.03% | 33 | -26,438 | -30.7% | Q4 2025 | Mar 16, 2026 |
| Applied Fundamental Research, LLC | History | Added to | 52,788 | 11,720 | 11.64% | 9.45% | 34 | +4,035 | 8.28% | Q4 2025 | Jan 28, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | New | 52,120 | 11,572 | 0.96% | — | 35 | +52,120 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 51,312 | 11,392 | 0.02% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 49,625 | 11,218 | 0.0% | 0.0% | 37 | +10,497 | 26.83% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Added to | 49,888 | 11,076 | 0.0% | 0.0% | 38 | +23,332 | 87.86% | Q4 2025 | Feb 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 49,456 | 10,980 | 0.01% | 0.0% | 39 | +4,251 | 9.4% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46,932 | 10,420 | 0.02% | 0.01% | 40 | -3,744 | -7.39% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 45,328 | 10,064 | 0.0% | 0.0% | 41 | +17,794 | 64.63% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 42,944 | 9,534 | 0.0% | 0.0% | 42 | +256 | 0.6% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 38,064 | 8,451 | 0.34% | 0.32% | 43 | -3,775 | -9.02% | Q4 2025 | Feb 11, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 36,055 | 8,005 | 0.55% | 0.54% | 44 | -2,615 | -6.76% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 35,261 | 7,829 | 0.67% | 0.82% | 45 | -2,524 | -6.68% | Q4 2025 | Feb 06, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 35,111 | 7,795 | 2.94% | 2.72% | 46 | +451 | 1.3% | Q4 2025 | Jan 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 33,823 | 7,509 | 0.0% | 0.01% | 47 | -50,009 | -59.65% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 28,694 | 6,370 | 0.03% | — | 48 | +28,694 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 27,387 | 6,080 | 0.0% | 0.0% | 49 | +11,982 | 77.78% | Q4 2025 | Mar 25, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 26,717 | 5,931 | 0.02% | 0.02% | 50 | -3,402 | -11.3% | Q4 2025 | Feb 13, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 26,510 | 5,886 | 0.03% | 0.02% | 51 | +9,155 | 52.75% | Q4 2025 | Feb 06, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 26,460 | 5,874 | 0.66% | 0.64% | 52 | -2 | -0.01% | Q4 2025 | Feb 04, 2026 |
| Nuveen, LLC | History | Reduced | 25,014 | 5,553 | 0.0% | 0.0% | 53 | -194 | -0.77% | Q4 2025 | Feb 12, 2026 |
| Atle Fund Management AB | History | No change | 22,986 | 5,103 | 1.63% | 1.81% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 22,700 | 5,040 | 0.29% | 0.26% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 22,186 | 4,925 | 0.01% | 0.0% | 56 | +1,040 | 4.92% | Q4 2025 | Feb 17, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 20,801 | 4,618 | 0.08% | 0.07% | 57 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,480 | 4,547 | 0.0% | 0.0% | 58 | -1,340 | -6.14% | Q4 2025 | Feb 13, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 20,329 | 4,513 | 0.06% | 0.07% | 59 | -11,830 | -36.79% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | Added to | 19,271 | 4,275 | 0.0% | 0.0% | 60 | +504 | 2.69% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 19,042 | 4,227 | 0.0% | 0.0% | 61 | +2,570 | 15.6% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 18,294 | 4,061 | 0.01% | 0.01% | 62 | +626 | 3.54% | Q4 2025 | Feb 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 17,744 | 3,939 | 0.56% | 0.51% | 63 | +85 | 0.48% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 17,549 | 3,896 | 0.0% | 0.0% | 64 | +4,991 | 39.74% | Q4 2025 | Feb 13, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 17,171 | 3,812 | 0.62% | 0.54% | 65 | -223 | -1.28% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,083 | 3,792 | 0.0% | 0.0% | 66 | +3,615 | 26.84% | Q4 2025 | Feb 13, 2026 |
| Bridge City Capital, LLC | History | Reduced | 16,923 | 3,757 | 1.1% | 1.41% | 67 | -9,589 | -36.17% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 16,749 | 3,718 | 0.01% | 0.01% | 68 | +5,782 | 52.72% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 16,110 | 3,573 | 0.07% | — | 69 | +16,110 | New | Q4 2025 | Feb 17, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 16,081 | 3,570 | 0.28% | 0.26% | 70 | -2,893 | -15.25% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,737 | 3,494 | 0.0% | 0.0% | 71 | +613 | 4.05% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,205 | 3,375 | 0.0% | 0.0% | 72 | +3,086 | 25.46% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,585 | 3,238 | 0.01% | 0.01% | 73 | +1,865 | 14.66% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 14,400 | 3,197 | 0.0% | 0.0% | 74 | +200 | 1.41% | Q4 2025 | Feb 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 14,349 | 3,185 | 0.05% | 0.02% | 75 | +7,725 | 116.62% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 13,789 | 3,061 | 0.0% | 0.0% | 76 | +170 | 1.25% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,475 | 2,991 | 0.0% | 0.0% | 77 | -732 | -5.15% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 11,735 | 2,605 | 0.0% | 0.0% | 78 | +957 | 8.88% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,749 | 2,386 | 0.01% | 0.04% | 80 | -46,851 | -81.34% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 10,752 | 2,386 | 0.0% | 0.0% | 79 | +3,399 | 46.23% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,746 | 2,385 | 0.0% | 0.0% | 81 | -18,257 | -62.95% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 10,271 | 2,280 | 0.02% | 0.02% | 82 | +840 | 8.91% | Q4 2025 | Feb 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 10,100 | 2,242 | 0.12% | 0.13% | 83 | -2,058 | -16.93% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 9,951 | 2,209 | 0.07% | 0.13% | 84 | -480 | -4.6% | Q4 2025 | Feb 13, 2026 |
| First National Advisers, LLC | History | Reduced | 9,803 | 2,176 | 0.3% | 0.28% | 85 | -574 | -5.53% | Q4 2025 | Feb 04, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 9,754 | 2,165 | 0.08% | 0.09% | 86 | -1,251 | -11.37% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,279 | 2,060 | 0.0% | 0.0% | 87 | +1,419 | 18.05% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,000 | 1,776 | 0.0% | 0.0% | 88 | -7,315 | -47.76% | Q4 2025 | Feb 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 7,750 | 1,720 | 0.02% | 0.01% | 89 | +3,256 | 72.45% | Q4 2025 | Jan 28, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 7,688 | 1,706 | 0.03% | 0.03% | 90 | -1,617 | -17.38% | Q4 2025 | Jan 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 7,543 | 1,674 | 0.0% | 0.0% | 91 | -6,726 | -47.14% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,278 | 1,615 | 0.0% | 0.0% | 92 | -451 | -5.84% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,081 | 1,572 | 0.0% | 0.0% | 93 | +161 | 2.33% | Q4 2025 | Feb 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,077 | 1,571 | 0.0% | 0.0% | 94 | -7 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 6,901 | 1,532 | 0.0% | 0.0% | 95 | +645 | 10.31% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,409 | 1,422 | 0.05% | 0.05% | 96 | -1,564 | -19.62% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,333 | 1,406 | 0.0% | 0.0% | 97 | +374 | 6.28% | Q4 2025 | Feb 11, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 6,024 | 1,337 | 0.08% | 0.12% | 98 | -3,244 | -35.0% | Q4 2025 | Jan 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 5,655 | 1,255 | 0.06% | 0.06% | 99 | -480 | -7.82% | Q4 2025 | Feb 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 5,523 | 1,226 | 0.03% | 0.02% | 100 | +748 | 15.66% | Q4 2025 | Feb 02, 2026 |
| Laurus Global Equity Management Inc. | History | No change | 5,260 | 1,167 | 0.95% | 0.72% | 101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Reduced | 5,098 | 1,131 | 0.01% | 0.06% | 102 | -13,562 | -72.68% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,380 | 1,105 | 0.05% | 0.05% | 103 | +265 | 6.44% | Q4 2025 | Feb 03, 2026 |
| SG Americas Securities, LLC | History | Added to | 4,722 | 1,048 | 0.0% | 0.0% | 104 | +1,700 | 56.25% | Q4 2025 | Jan 09, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 4,632 | 1,028 | 0.03% | 0.03% | 105 | +282 | 6.48% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 4,413 | 980 | 0.0% | 0.01% | 106 | -42,919 | -90.68% | Q4 2025 | Feb 19, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,316 | 958 | 0.01% | 0.01% | 107 | +499 | 13.07% | Q4 2025 | Feb 02, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,237 | 940 | 0.0% | 0.0% | 108 | -240 | -5.36% | Q4 2025 | Feb 12, 2026 |
| Gibbs Wealth Management | History | Added to | 3,489 | 898 | 0.22% | 0.12% | 109 | +763 | 27.99% | Q4 2025 | Jan 23, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 3,915 | 869 | 0.01% | 0.01% | 110 | +36 | 0.93% | Q4 2025 | Jan 23, 2026 |
| Portside Wealth Group, LLC | History | Added to | 3,652 | 810 | 0.11% | 0.07% | 111 | +1,233 | 50.97% | Q4 2025 | Jan 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 3,627 | 805 | 0.0% | — | 112 | +3,627 | New | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,613 | 802 | 0.01% | 0.01% | 113 | +231 | 6.83% | Q4 2025 | Jan 05, 2026 |
| Louisiana State Employees Retirement System | History | No change | 3,500 | 777 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,451 | 766 | 0.0% | 0.0% | 115 | -45 | -1.29% | Q4 2025 | Feb 17, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 3,335 | 740 | 0.0% | 0.01% | 116 | -31,024 | -90.29% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 3,200 | 710 | 0.0% | 0.0% | 117 | +1,000 | 45.45% | Q4 2025 | Feb 06, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 3,197 | 709 | 0.15% | 0.15% | 118 | -111 | -3.36% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 3,178 | 705 | 0.01% | 0.01% | 119 | +678 | 27.12% | Q4 2025 | Mar 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 3,095 | 687 | 0.84% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Jump Financial, LLC | History | Reduced | 3,072 | 682 | 0.01% | 0.02% | 121 | -3,993 | -56.52% | Q4 2025 | Feb 17, 2026 |
| Peterson Wealth Services | History | Reduced | 3,051 | 677 | 0.17% | 0.17% | 122 | -16,040 | -84.02% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,997 | 665 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | New | 2,992 | 664 | 0.0% | — | 124 | +2,992 | New | Q4 2025 | Feb 17, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,950 | 655 | 0.29% | 0.27% | 125 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 2,337 | 623 | 0.15% | 0.12% | 126 | +63 | 2.77% | Q4 2025 | Jan 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,802 | 622 | 0.01% | 0.01% | 127 | -490 | -14.88% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 2,802 | 622 | 0.0% | 0.0% | 128 | -402 | -12.55% | Q4 2025 | Jan 26, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,800 | 621 | 0.0% | 0.01% | 129 | -4,696 | -62.65% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,709 | 601 | 0.0% | 0.0% | 130 | +1,303 | 92.67% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Reduced | 2,550 | 566 | 0.02% | 0.02% | 131 | -502 | -16.45% | Q4 2025 | Feb 11, 2026 |
| Keebeck Wealth Management | History | Added to | 2,521 | 559 | 0.06% | 0.04% | 132 | +978 | 63.38% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 2,106 | 552 | 0.01% | 0.01% | 133 | -300 | -12.47% | Q4 2025 | Jan 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 2,416 | 536 | 0.0% | — | 134 | +2,416 | New | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,389 | 530 | 0.05% | 0.04% | 135 | +546 | 29.63% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Added to | 2,364 | 524 | 0.0% | 0.0% | 136 | +184 | 8.44% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 2,255 | 500 | 0.0% | 0.0% | 137 | +195 | 9.47% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Added to | 2,248 | 499 | 0.01% | 0.0% | 138 | +982 | 77.57% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 2,241 | 497 | 0.0% | 0.0% | 139 | -425 | -15.94% | Q4 2025 | Jan 29, 2026 |
| AMALGAMATED BANK | History | Added to | 2,234 | 496 | 0.0% | 0.0% | 140 | +63 | 2.9% | Q4 2025 | Feb 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 2,230 | 495 | 0.0% | 0.0% | 141 | +874 | 64.45% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,215 | 491 | 0.0% | — | 142 | +2,215 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,206 | 489 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 2,136 | 474 | 0.0% | 0.0% | 144 | +4 | 0.19% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 2,020 | 470 | 0.0% | — | 145 | +2,020 | New | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,080 | 461 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 2,076 | 460 | 0.04% | 0.04% | 148 | -190 | -8.38% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,072 | 460 | 0.0% | 0.0% | 147 | +140 | 7.25% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,736 | 452 | 0.01% | 0.01% | 149 | +188 | 12.14% | Q4 2025 | Jan 23, 2026 |
| Arizona State Retirement System | History | Reduced | 2,032 | 451 | 0.0% | 0.0% | 150 | -127 | -5.88% | Q4 2025 | Jan 28, 2026 |
| CIM, LLC | History | Reduced | 1,985 | 440 | 0.06% | 0.05% | 151 | -80 | -3.87% | Q4 2025 | Feb 18, 2026 |
| Carnegie Investment Counsel | History | No change | 1,970 | 437 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,909 | 423 | 0.0% | 0.0% | 153 | -55 | -2.8% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 1,887 | 419 | 0.0% | 0.0% | 154 | -165 | -8.04% | Q4 2025 | Jan 29, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 1,887 | 418 | 0.05% | 0.04% | 155 | -60 | -3.08% | Q4 2025 | Feb 03, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 1,828 | 405 | 0.01% | 0.01% | 156 | -109 | -5.63% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,812 | 402 | 0.01% | 0.01% | 157 | +120 | 7.09% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,800 | 400 | 0.0% | 0.0% | 158 | -100 | -5.26% | Q4 2025 | Jan 30, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 1,571 | 394 | 0.0% | 0.0% | 159 | -1,579 | -50.13% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 1,771 | 393 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,770 | 392 | 0.0% | 0.0% | 161 | -6,290 | -78.04% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 1,731 | 384 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,700 | 377 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 1,600 | 355 | 0.0% | 0.0% | 164 | +100 | 6.67% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Reduced | 1,553 | 344 | 0.0% | 0.0% | 165 | -31 | -1.96% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 1,515 | 336 | 0.0% | — | 166 | +1,515 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,512 | 335 | 0.0% | 0.0% | 167 | +269 | 21.64% | Q4 2025 | Feb 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,491 | 331 | 0.05% | 0.04% | 168 | +328 | 28.2% | Q4 2025 | Jan 22, 2026 |
| ProShare Advisors LLC | History | Added to | 1,466 | 325 | 0.0% | 0.0% | 169 | +46 | 3.24% | Q4 2025 | Feb 06, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 1,449 | 321 | 0.16% | 0.13% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,693 | 313 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,400 | 310 | 0.0% | 0.0% | 172 | -19,313 | -93.24% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,388 | 308 | 0.0% | 0.0% | 173 | -1,358 | -49.45% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 1,350 | 299 | 0.0% | 0.0% | 175 | -8 | -0.59% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | No change | 1,350 | 299 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,316 | 292 | 0.0% | 0.0% | 176 | +99 | 8.13% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,284 | 285 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 1,050 | 280 | 0.12% | 0.19% | 178 | -985 | -48.4% | Q4 2025 | Feb 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 1,230 | 273 | 0.03% | 0.03% | 179 | +37 | 3.1% | Q4 2025 | Jan 29, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 1,225 | 271 | 0.03% | 0.02% | 180 | -145 | -10.58% | Q4 2025 | Jan 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,217 | 270 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaQuest LLC | History | Reduced | 1,129 | 250 | 0.01% | 0.06% | 182 | -3,288 | -74.44% | Q4 2025 | Feb 09, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 1,123 | 249 | 0.01% | 0.0% | 183 | +14 | 1.26% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,086 | 241 | 0.0% | 0.0% | 184 | -1,418 | -56.63% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 1,032 | 229 | 0.0% | 0.0% | 185 | -299 | -22.46% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | New | 1,025 | 227 | 0.04% | — | 186 | +1,025 | New | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | New | 992 | 220 | 0.01% | — | 187 | +992 | New | Q4 2025 | Feb 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 979 | 217 | 0.12% | 0.13% | 188 | -170 | -14.8% | Q4 2025 | Feb 02, 2026 |
| Sowell Financial Services LLC | History | New | 977 | 216 | 0.01% | — | 189 | +977 | New | Q4 2025 | Jan 21, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 916 | 203 | 0.07% | — | 190 | +916 | New | Q4 2025 | Jan 08, 2026 |
| Avanza Fonder AB | History | No change | 907 | 201 | 0.01% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 739 | 164 | 0.01% | 0.01% | 192 | -5 | -0.67% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 629 | 139 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 507 | 112 | 0.0% | 0.0% | 194 | -32 | -5.94% | Q4 2025 | Feb 24, 2026 |
| State of Wyoming | History | Added to | 442 | 98 | 0.01% | 0.01% | 195 | +101 | 29.62% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 361 | 80 | 0.0% | 0.0% | 196 | +228 | 171.43% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 66 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KBC Group NV | History | No change | 237 | 53 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 236 | 52 | 0.0% | 0.0% | 199 | +94 | 66.2% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 210 | 46 | 0.0% | 0.0% | 200 | -205 | -49.4% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 176 | 41 | 0.0% | 0.0% | 201 | +165 | 1500.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 182 | 40 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 168 | 37 | 0.0% | 0.0% | 203 | -10 | -5.62% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 129 | 28 | 0.0% | — | 205 | +129 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 115 | 28 | 0.0% | 0.0% | 204 | -1 | -0.86% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | New | 124 | 27 | 0.0% | — | 207 | +124 | New | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 126 | 27 | 0.0% | 0.0% | 206 | +6 | 5.0% | Q4 2025 | Jan 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 111 | 25 | 0.0% | 0.0% | 208 | +28 | 33.73% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 110 | 24 | 0.0% | 0.0% | 209 | +15 | 15.79% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 108 | 23 | 0.0% | 0.0% | 210 | -110 | -50.46% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 100 | 22 | 0.0% | — | 211 | +100 | New | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 100 | 22 | 0.0% | — | 212 | +100 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 102 | 22 | 0.0% | 0.0% | 213 | -15 | -12.82% | Q4 2025 | Jan 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 22 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 95 | 21 | 0.0% | 0.0% | 215 | -64 | -40.25% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 99 | 21 | 0.0% | 0.0% | 216 | +50 | 102.04% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 78 | 18 | 0.0% | 0.0% | 217 | +50 | 178.57% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 75 | 16 | 0.0% | 0.0% | 219 | -385 | -83.7% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 73 | 16 | 0.0% | 0.0% | 218 | -12 | -14.12% | Q4 2025 | Feb 09, 2026 |
| Greenline Wealth Management LLC | History | New | 64 | 14 | 0.01% | — | 221 | +64 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 62 | 14 | 0.0% | 0.0% | 220 | +49 | 376.92% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 58 | 12 | 0.0% | 0.0% | 222 | +29 | 100.0% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | Added to | 57 | 12 | 0.0% | 0.0% | 223 | +15 | 35.71% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 52 | 11 | 0.0% | 0.0% | 226 | -89 | -63.12% | Q4 2025 | Jan 23, 2026 |
| Davidson Capital Management Inc. | History | New | 53 | 11 | 0.0% | — | 225 | +53 | New | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 50 | 11 | 0.0% | 0.0% | 224 | +32 | 177.78% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 47 | 10 | 0.0% | — | 227 | +47 | New | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 45 | 9 | 0.0% | 0.0% | 228 | +15 | 50.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 41 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 33 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | New | 26 | 6 | 0.0% | — | 231 | +26 | New | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 26 | 5 | 0.0% | 0.0% | 234 | -35 | -57.38% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 25 | 5 | 0.0% | — | 235 | +25 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 24 | 5 | 0.0% | 0.0% | 233 | -5 | -17.24% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 25 | 5 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21 | 4 | 0.0% | 0.0% | 236 | +3 | 16.67% | Q4 2025 | Feb 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 20 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Truvestments Capital LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 18 | 3 | 0.0% | 0.0% | 240 | -67 | -78.82% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18 | 3 | 0.0% | 0.0% | 241 | -31 | -63.27% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 17 | 3 | 0.0% | 0.0% | 242 | +5 | 41.67% | Q4 2025 | Feb 13, 2026 |
| Tidemark, LLC | History | New | 13 | 2 | 0.0% | — | 246 | +13 | New | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | New | 12 | 2 | 0.0% | — | 245 | +12 | New | Q4 2025 | Jan 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 11 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 10 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quarry LP | History | Reduced | 7 | 1 | 0.0% | 0.0% | 256 | -29 | -80.56% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 6 | 1 | 0.0% | 0.0% | 254 | -10 | -62.5% | Q4 2025 | Feb 24, 2026 |
| MAI Capital Management | History | New | 8 | 1 | 0.0% | — | 248 | +8 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 8 | 1 | 0.0% | — | 252 | +8 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6 | 1 | 0.0% | — | 250 | +5 | 500.0% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5 | 1 | 0.0% | — | 257 | +5 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 9 | 1 | 0.0% | 0.0% | 253 | -1 | -10.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 1 | 0.0% | — | 249 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Leonteq Securities AG | History | No change | 8 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | No change | 6 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -20,788 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,163 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -7,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,511 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,997 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,831 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,349 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,885 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,815 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -3,977 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,529 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,374 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,960 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,643 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,581 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.25% | — | -1,550 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.03% | — | -1,242 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,149 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,056 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,003 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -256 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Caitlin John, LLC | History | Reduced | 4 | 0 | — | 0.01% | — | -87 | -95.6% | Q4 2025 | Feb 18, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -10 | -71.43% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CENTRAL TRUST Co | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| Bare Financial Services, Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ankerstar Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 4 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hurley Capital, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |