UGI CORP /PA/ - UGI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 | 25,425,789 | 951,687 | 0.02% | 0.01% | 1 | +149,360 | 0.59% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 22,682,203 | 848,994 | 0.01% | 0.01% | 2 | -1,603,458 | -6.6% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 13,396,036 | 501,413 | 0.03% | 0.02% | 3 | +681,040 | 5.36% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 9,081,665 | 343,306 | 0.01% | 0.01% | 4 | -391,975 | -4.14% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,334,009 | 274,511 | 0.2% | 0.09% | 5 | +3,795,046 | 107.24% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 5,775,509 | 216,177 | 0.47% | 0.43% | 6 | -118,754 | -2.01% | Q4 2025 | Feb 06, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 5,546,238 | 207,595 | 0.7% | 0.72% | 7 | -826,209 | -12.97% | Q4 2025 | Feb 18, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Added to | 5,510,710 | 206,265 | 3.84% | 3.37% | 8 | +156,593 | 2.92% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,342,677 | 162,577 | 0.01% | 0.01% | 9 | -132,367 | -2.96% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Added to | 3,486,332 | 130,493 | 0.02% | 0.02% | 10 | +31,745 | 0.92% | Q4 2025 | Feb 19, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,416,658 | 127,885 | 0.02% | 0.01% | 11 | -86,224 | -2.46% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,191,444 | 119,455 | 0.23% | 0.19% | 12 | +327,511 | 11.44% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 2,942,537 | 110,139 | 0.01% | — | 13 | +2,942,537 | New | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,866,116 | 107,281 | 0.02% | 0.02% | 14 | +36,679 | 1.3% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,828,724 | 105,879 | 0.08% | 0.06% | 15 | +441,535 | 18.5% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,768,790 | 103,635 | 0.01% | 0.01% | 16 | -91,559 | -3.2% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,513,301 | 94,072 | 0.02% | 0.02% | 17 | -43,149 | -1.69% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,408,324 | 90,143 | 0.01% | 0.01% | 18 | -67,005 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 2,203,547 | 82,500 | 0.2% | 0.19% | 19 | -388,079 | -14.97% | Q4 2025 | Jan 30, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,087,228 | 78,124 | 0.13% | 0.14% | 20 | -348,963 | -14.32% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,943,024 | 72,727 | 0.01% | 0.0% | 21 | +971,727 | 100.04% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,840,724 | 68,908 | 0.02% | 0.02% | 22 | -445,975 | -19.5% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,814,753 | 67,926 | 0.06% | — | 23 | +1,814,753 | New | Q4 2025 | Feb 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 1,770,406 | 66,266 | 0.53% | 0.49% | 24 | +61,022 | 3.57% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,732,942 | 64,864 | 0.07% | 0.06% | 25 | +606,969 | 53.91% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,653,369 | 61,885 | 0.07% | 0.02% | 26 | +937,677 | 131.02% | Q4 2025 | Feb 13, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Reduced | 1,402,892 | 52,510 | 0.26% | 0.25% | 27 | -56,239 | -3.85% | Q4 2025 | Feb 12, 2026 |
| Portman Square Capital LLP | History | Reduced | 1,355,500 | 50,736 | 2.24% | 2.45% | 28 | -309,000 | -18.56% | Q4 2025 | Jan 23, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,316,362 | 49,271 | 1.6% | 1.22% | 29 | +207,861 | 18.75% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,298,104 | 48,588 | 0.03% | 0.03% | 30 | -19,041 | -1.45% | Q4 2025 | Feb 13, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 1,288,711 | 48,236 | 0.07% | 0.03% | 31 | +714,965 | 124.61% | Q4 2025 | Feb 17, 2026 |
| Energy Income Partners, LLC | History | Reduced | 1,243,329 | 46,537 | 0.84% | 0.99% | 32 | -296,944 | -19.28% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,235,062 | 46,228 | 0.0% | 0.0% | 33 | -556,120 | -31.05% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,232,758 | 46,142 | 0.04% | 0.12% | 34 | -2,487,187 | -66.86% | Q4 2025 | Jan 29, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 1,196,364 | 44,779 | 0.23% | 0.18% | 35 | +47,980 | 4.18% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 1,094,521 | 40,967 | 0.01% | 0.01% | 36 | -356,919 | -24.59% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,058,840 | 39,637 | 0.07% | 0.07% | 37 | -35,737 | -3.26% | Q4 2025 | Feb 05, 2026 |
| ProShare Advisors LLC | History | Added to | 988,425 | 36,996 | 0.07% | 0.07% | 38 | +13,076 | 1.34% | Q4 2025 | Feb 06, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 970,654 | 36,331 | 0.04% | 0.04% | 39 | +38,598 | 4.14% | Q4 2025 | Feb 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 960,786 | 35,962 | 1.05% | 0.71% | 40 | +238,918 | 33.1% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 897,948 | 33,610 | 0.02% | 0.02% | 41 | -9,980 | -1.1% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 880,771 | 33,166 | 0.04% | 0.03% | 42 | +157,874 | 21.84% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 842,497 | 31,534 | 0.03% | 0.01% | 43 | +491,851 | 140.27% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 790,965 | 29,605 | 0.0% | 0.0% | 44 | -297,676 | -27.34% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 759,579 | 28,431 | 0.01% | 0.02% | 45 | -788,715 | -50.94% | Q4 2025 | Jan 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 736,449 | 27,565 | 0.03% | 0.03% | 46 | -19,714 | -2.61% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 723,820 | 27,093 | 0.0% | — | 47 | +723,820 | New | Q4 2025 | Feb 17, 2026 |
| Callodine Capital Management, LP | History | Added to | 675,369 | 25,279 | 2.03% | 1.74% | 48 | +78,762 | 13.2% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 674,693 | 25,253 | 0.01% | 0.01% | 49 | -326,618 | -32.62% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 631,300 | 23,835 | 0.1% | 0.08% | 50 | +87,392 | 16.07% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 635,264 | 23,777 | 0.16% | — | 51 | +635,264 | New | Q4 2025 | Feb 05, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 616,131 | 23,061 | 0.59% | — | 52 | +616,131 | New | Q4 2025 | Feb 05, 2026 |
| Retirement Systems of Alabama | History | Reduced | 606,203 | 22,690 | 0.07% | 0.07% | 53 | -1,913 | -0.31% | Q4 2025 | Jan 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 603,765 | 22,598 | 0.0% | 0.01% | 54 | -99,399 | -14.14% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 586,992 | 21,971 | 0.01% | 0.0% | 55 | +20,147 | 3.55% | Q4 2025 | Feb 12, 2026 |
| Hamlin Capital Management, LLC | History | New | 586,940 | 21,969 | 0.53% | — | 56 | +586,940 | New | Q4 2025 | Jan 07, 2026 |
| BURNEY CO/ | History | Reduced | 571,765 | 21,401 | 0.67% | 0.62% | 57 | -18,186 | -3.08% | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 556,991 | 20,848 | 0.02% | 0.02% | 58 | -14,172 | -2.48% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 506,678 | 18,964 | 0.0% | 0.0% | 59 | +55,582 | 12.32% | Q4 2025 | Feb 17, 2026 |
| Sourcerock Group LLC | History | Reduced | 504,585 | 18,886 | 1.05% | 1.62% | 60 | -211,480 | -29.53% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 487,580 | 18,250 | 0.03% | 0.01% | 61 | +246,840 | 102.53% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 464,595 | 17,389 | 0.02% | 0.02% | 62 | +34,660 | 8.06% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 462,342 | 17,305 | 0.01% | 0.01% | 63 | -15,037 | -3.15% | Q4 2025 | Feb 02, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 461,720 | 17,282 | 0.02% | 0.02% | 64 | -147,326 | -24.19% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 437,229 | 16,365 | 0.29% | 0.26% | 65 | -18,488 | -4.06% | Q4 2025 | Jan 14, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 431,818 | 16,162 | 0.78% | 0.69% | 66 | -2,060 | -0.47% | Q4 2025 | Feb 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 431,255 | 16,141 | 0.06% | 0.04% | 67 | +102,187 | 31.05% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 430,703 | 16,121 | 0.34% | 0.26% | 68 | +72,528 | 20.25% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 426,366 | 15,958 | 0.01% | 0.01% | 69 | -22,211 | -4.95% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 426,293 | 15,956 | 0.0% | 0.0% | 70 | +3,324 | 0.79% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 425,866 | 15,940 | 0.0% | 0.0% | 71 | -108,725 | -20.34% | Q4 2025 | Feb 09, 2026 |
| Swiss National Bank | History | Added to | 423,800 | 15,862 | 0.01% | 0.01% | 72 | +8,000 | 1.92% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 419,789 | 15,712 | 0.0% | 0.0% | 73 | +16,730 | 4.15% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 402,309 | 15,058 | 0.31% | 0.35% | 74 | -117,653 | -22.63% | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 401,594 | 15,031 | 0.34% | — | 75 | +401,594 | New | Q4 2025 | Feb 10, 2026 |
| PEAK6 LLC | History | New | 400,300 | 14,983 | 0.03% | — | 76 | +400,300 | New | Q4 2025 | Mar 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 380,648 | 14,247 | 0.0% | 0.0% | 77 | +69,477 | 22.33% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 362,493 | 13,568 | 0.0% | 0.0% | 78 | -166,732 | -31.5% | Q4 2025 | Feb 12, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 357,952 | 13,398 | 0.47% | 0.43% | 79 | -20,500 | -5.42% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 347,138 | 12,993 | 0.0% | 0.0% | 80 | -19,603 | -5.35% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 343,748 | 12,866 | 0.01% | 0.0% | 81 | +197,098 | 134.4% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 339,786 | 12,718 | 0.11% | 0.01% | 82 | +310,206 | 1048.7% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 335,979 | 12,575 | 0.0% | 0.0% | 83 | +11,250 | 3.46% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 331,364 | 12,402 | 0.01% | 0.01% | 84 | -39,840 | -10.73% | Q4 2025 | Feb 10, 2026 |
| SIR Capital Management, L.P. | History | Added to | 329,717 | 12,341 | 1.37% | 0.83% | 85 | +51,000 | 18.3% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 323,859 | 12,122 | 0.0% | 0.0% | 86 | +35,118 | 12.16% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 322,763 | 12,082 | 0.0% | 0.0% | 87 | +22,819 | 7.61% | Q4 2025 | Feb 17, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 319,000 | 11,940 | 0.64% | 0.53% | 88 | +19,000 | 6.33% | Q4 2025 | Feb 11, 2026 |
| Oxbow Advisors, LLC | History | Added to | 307,934 | 11,525 | 1.01% | 0.68% | 89 | +86,645 | 39.15% | Q4 2025 | Feb 04, 2026 |
| Amundi | History | Added to | 299,133 | 11,196 | 0.0% | 0.0% | 90 | +17,520 | 6.22% | Q4 2025 | Feb 17, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 290,803 | 10,884 | 1.24% | 1.13% | 91 | +3,866 | 1.35% | Q4 2025 | Jan 20, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 286,310 | 10,716 | 0.04% | 0.03% | 92 | -12,687 | -4.24% | Q4 2025 | Feb 13, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 283,647 | 10,616 | 0.58% | 0.51% | 93 | +8,101 | 2.94% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 280,994 | 10,517 | 0.06% | 0.05% | 94 | +1,691 | 0.61% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 275,080 | 10,296 | 0.0% | 0.0% | 95 | +49,254 | 21.81% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Reduced | 267,169 | 10,000 | 0.0% | 0.0% | 96 | -59,513 | -18.22% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 262,542 | 9,826 | 0.53% | 0.47% | 97 | +9,037 | 3.56% | Q4 2025 | Jan 07, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 262,000 | 9,806 | 3.45% | 3.2% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 258,011 | 9,657 | 0.0% | 0.0% | 99 | +176,258 | 215.6% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 245,953 | 9,206 | 0.01% | 0.01% | 100 | -4,830 | -1.93% | Q4 2025 | Feb 12, 2026 |
| St. James Investment Company, LLC | History | Reduced | 236,712 | 8,860 | 1.42% | 1.24% | 101 | -554 | -0.23% | Q4 2025 | Feb 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 232,393 | 8,698 | 0.01% | 0.01% | 102 | -14,332 | -5.81% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 227,467 | 8,514 | 0.01% | 0.02% | 103 | +18,652 | 8.93% | Q4 2025 | Jan 09, 2026 |
| CITIGROUP INC | History | Reduced | 224,082 | 8,387 | 0.0% | 0.01% | 104 | -278,710 | -55.43% | Q4 2025 | Feb 13, 2026 |
| Covalis Capital LLP | History | Reduced | 222,801 | 8,339 | 0.59% | 1.16% | 105 | -76,058 | -25.45% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 219,710 | 8,224 | 0.02% | 0.02% | 106 | -30,042 | -12.03% | Q4 2025 | Jan 30, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 218,103 | 8,163 | 0.83% | 0.7% | 107 | +17,084 | 8.5% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 217,867 | 8,154 | 0.02% | 0.02% | 108 | +49,265 | 29.22% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 217,294 | 8,133 | 0.07% | 0.03% | 109 | +125,893 | 137.74% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 214,220 | 8,018 | 0.01% | 0.02% | 110 | -172,363 | -44.59% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 211,187 | 7,905 | 0.02% | 0.02% | 111 | -5,627 | -2.6% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 205,494 | 7,691 | 0.01% | 0.01% | 112 | -207 | -0.1% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 201,513 | 7,543 | 0.01% | 0.01% | 113 | +74 | 0.04% | Q4 2025 | Jan 28, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 198,329 | 7,423 | 0.06% | 0.06% | 114 | -15,920 | -7.43% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 191,802 | 7,217 | 0.01% | 0.02% | 115 | -95,411 | -33.22% | Q4 2025 | Jan 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 189,712 | 7,100 | 0.01% | 0.01% | 116 | -3,800 | -1.96% | Q4 2025 | Feb 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 184,600 | 6,909 | 0.01% | — | 117 | +184,600 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 184,323 | 6,899 | 0.01% | 0.01% | 118 | +10,370 | 5.96% | Q4 2025 | Feb 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 168,071 | 6,290 | 0.03% | 0.04% | 119 | -33,637 | -16.68% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 167,406 | 6,266 | 0.11% | 0.15% | 120 | -101,306 | -37.7% | Q4 2025 | Feb 12, 2026 |
| Calydon Capital | History | Added to | 166,170 | 6,219 | 1.05% | 0.86% | 121 | +3,572 | 2.2% | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 165,187 | 6,183 | 0.33% | 0.26% | 122 | +20,179 | 13.92% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Added to | 162,593 | 6,085 | 0.02% | 0.02% | 123 | +22,192 | 15.81% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 160,100 | 5,992 | 0.01% | 0.0% | 124 | +143,100 | 841.76% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 159,676 | 5,976 | 0.17% | — | 125 | +159,676 | New | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 149,381 | 5,592 | 0.15% | 0.13% | 126 | +7,452 | 5.25% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 149,130 | 5,581 | 0.01% | 0.01% | 127 | +12,900 | 9.47% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 139,929 | 5,238 | 0.01% | 0.01% | 128 | -1,981 | -1.4% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 136,203 | 5,098 | 0.34% | 0.31% | 129 | -4,598 | -3.27% | Q4 2025 | Jan 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 133,797 | 5,008 | 0.01% | 0.01% | 130 | -26,569 | -16.57% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 133,250 | 4,987 | 0.01% | 0.02% | 131 | -338,070 | -71.73% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 128,647 | 4,815 | 0.06% | 0.05% | 132 | +588 | 0.46% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 126,720 | 4,743 | 0.0% | 0.0% | 133 | +15,241 | 13.67% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 125,370 | 4,739 | 0.02% | 0.02% | 134 | +2,000 | 1.62% | Q4 2025 | Jan 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 124,038 | 4,642 | 0.07% | 0.09% | 135 | -59,091 | -32.27% | Q4 2025 | Feb 17, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 121,037 | 4,533 | 0.1% | 0.12% | 136 | -27,267 | -18.39% | Q4 2025 | Feb 17, 2026 |
| EDMP, INC. | History | Reduced | 119,333 | 4,466 | 3.67% | 3.39% | 137 | -9,391 | -7.3% | Q4 2025 | Jan 21, 2026 |
| Hartree Partners, LP | History | Added to | 119,300 | 4,465 | 1.62% | 0.32% | 138 | +91,300 | 326.07% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 112,105 | 4,196 | 0.01% | 0.01% | 139 | +14,060 | 14.34% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 111,396 | 4,169 | 0.01% | 0.0% | 140 | +200 | 0.18% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 105,019 | 3,930 | 0.02% | 0.02% | 141 | -5,448 | -4.93% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 96,084 | 3,853 | 0.01% | 0.01% | 142 | -4,115 | -4.11% | Q4 2025 | Feb 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 100,693 | 3,769 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | New | 99,667 | 3,730 | 0.39% | — | 144 | +99,667 | New | Q4 2025 | Jan 13, 2026 |
| Twin Tree Management, LP | History | Reduced | 99,100 | 3,709 | 0.03% | 0.04% | 145 | -214,800 | -68.43% | Q4 2025 | Feb 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 97,600 | 3,653 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMALGAMATED BANK | History | Reduced | 96,426 | 3,609 | 0.03% | 0.02% | 147 | -2,532 | -2.56% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 94,302 | 3,529 | 0.01% | 0.02% | 148 | -9,641 | -9.28% | Q4 2025 | Feb 18, 2026 |
| Aquatic Capital Management LLC | History | New | 93,384 | 3,495 | 0.1% | — | 149 | +93,384 | New | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 92,999 | 3,480 | 0.09% | 0.06% | 150 | +19,917 | 27.25% | Q4 2025 | Feb 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 92,604 | 3,466 | 0.05% | 0.04% | 151 | -1,512 | -1.61% | Q4 2025 | Feb 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 91,300 | 3,446 | 0.01% | 0.01% | 152 | -1,900 | -2.04% | Q4 2025 | Jan 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 91,668 | 3,431 | 0.0% | 0.0% | 153 | -46,302 | -33.56% | Q4 2025 | Feb 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 91,404 | 3,421 | 0.01% | 0.01% | 154 | -3,471 | -3.66% | Q4 2025 | Jan 27, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 91,132 | 3,411 | 0.84% | 0.8% | 155 | -2,468 | -2.64% | Q4 2025 | Jan 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 90,436 | 3,385 | 0.03% | 0.03% | 156 | -4,477 | -4.72% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 90,088 | 3,372 | 0.01% | 0.01% | 157 | -6,584 | -6.81% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 89,446 | 3,347 | 0.04% | 0.03% | 158 | -9,812 | -9.89% | Q4 2025 | Feb 10, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 87,929 | 3,291 | 0.01% | 0.01% | 159 | -110,030 | -55.58% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 87,459 | 3,273 | 0.05% | 0.03% | 160 | +1,951 | 2.28% | Q4 2025 | Feb 02, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 87,030 | 3,257 | 0.7% | 0.67% | 161 | -2,080 | -2.33% | Q4 2025 | Jan 14, 2026 |
| FIL Ltd | History | Added to | 86,164 | 3,225 | 0.0% | 0.0% | 162 | +64,282 | 293.77% | Q4 2025 | Feb 17, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Reduced | 82,360 | 3,082 | 0.07% | 0.15% | 163 | -108,236 | -56.79% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 82,247 | 3,079 | 0.01% | 0.01% | 164 | +4,708 | 6.07% | Q4 2025 | Jan 30, 2026 |
| Ethic Inc. | History | Reduced | 79,319 | 2,968 | 0.05% | 0.05% | 165 | -17,107 | -17.74% | Q4 2025 | Feb 03, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 79,285 | 2,967 | 0.01% | 0.01% | 166 | +11 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 78,449 | 2,936 | 0.07% | 0.02% | 167 | +49,197 | 168.18% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 77,782 | 2,915 | 0.0% | 0.0% | 168 | +49,325 | 173.33% | Q4 2025 | Mar 20, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 76,757 | 2,896 | 0.29% | 0.24% | 169 | +8,272 | 12.08% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | Added to | 76,227 | 2,853 | 0.01% | 0.01% | 170 | +2,105 | 2.84% | Q4 2025 | Jan 26, 2026 |
| Waterloo Capital, L.P. | History | Added to | 75,375 | 2,821 | 0.2% | 0.18% | 171 | +1,451 | 1.96% | Q4 2025 | Feb 10, 2026 |
| Walsky Investment Management, Inc. | History | New | 75,178 | 2,813 | 2.86% | — | 172 | +75,178 | New | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 73,841 | 2,763 | 0.0% | 0.0% | 173 | +19,999 | 37.14% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 72,900 | 2,729 | 0.0% | — | 174 | +72,900 | New | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 72,352 | 2,708 | 0.15% | — | 175 | +72,352 | New | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 72,079 | 2,698 | 0.0% | 0.0% | 176 | +8,703 | 13.73% | Q4 2025 | Feb 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 71,074 | 2,687 | 0.16% | — | 177 | +71,074 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 71,590 | 2,680 | 0.04% | 0.07% | 178 | -55,310 | -43.59% | Q4 2025 | Feb 17, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 71,503 | 2,676 | 0.16% | 0.12% | 179 | +17,775 | 33.08% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 70,871 | 2,652 | 0.0% | 0.0% | 180 | -112,629 | -61.38% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 70,785 | 2,649 | 0.0% | 0.0% | 181 | +5,952 | 9.18% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 71,299 | 2,649 | 0.03% | 0.03% | 182 | -1,877 | -2.57% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 70,071 | 2,622 | 0.01% | 0.01% | 183 | -2,376 | -3.28% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 69,875 | 2,615 | 0.18% | 0.09% | 184 | +48,470 | 226.44% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 69,704 | 2,609 | 0.01% | 0.01% | 185 | -2,432 | -3.37% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 69,126 | 2,587 | 0.09% | 0.03% | 186 | +32,883 | 90.73% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Associates, LP | History | New | 67,840 | 2,539 | 0.01% | — | 187 | +67,840 | New | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 67,215 | 2,515 | 0.01% | 0.0% | 188 | +31,896 | 90.31% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 66,450 | 2,488 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | Added to | 66,138 | 2,475 | 0.06% | 0.02% | 190 | +55,328 | 511.82% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 66,081 | 2,473 | 0.02% | 0.02% | 191 | +13,060 | 24.63% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 64,298 | 2,406 | 0.01% | 0.01% | 192 | -2,544 | -3.81% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 63,802 | 2,388 | 0.06% | 0.06% | 193 | -6,304 | -8.99% | Q4 2025 | Jan 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | New | 63,210 | 2,365 | 0.18% | — | 194 | +63,210 | New | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 61,766 | 2,311 | 0.01% | 0.01% | 195 | -3,588 | -5.49% | Q4 2025 | Jan 30, 2026 |
| Engineers Gate Manager LP | History | Added to | 61,622 | 2,306 | 0.03% | 0.02% | 196 | +12,307 | 24.96% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 61,166 | 2,289 | 0.02% | — | 197 | +61,166 | New | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 60,341 | 2,258 | 0.08% | 0.07% | 198 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,856 | 2,240 | 0.01% | 0.01% | 199 | -4,256 | -6.64% | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 59,825 | 2,239 | 0.0% | 0.0% | 200 | +5,057 | 9.23% | Q4 2025 | Feb 11, 2026 |
| Arizona State Retirement System | History | Reduced | 59,807 | 2,238 | 0.01% | 0.01% | 201 | -3,648 | -5.75% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 59,500 | 2,227 | 0.04% | 0.03% | 202 | -300 | -0.5% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 58,078 | 2,173 | 0.0% | 0.03% | 203 | -487,422 | -89.35% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 57,449 | 2,150 | 0.0% | 0.0% | 204 | -2,424 | -4.05% | Q4 2025 | Feb 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 56,300 | 2,107 | 0.45% | 0.5% | 205 | +147 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 55,298 | 2,069 | 0.03% | 0.05% | 206 | -35,709 | -39.24% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 55,231 | 2,067 | 0.01% | 0.02% | 207 | -29,951 | -35.16% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 54,482 | 2,039 | 0.01% | 0.01% | 208 | +5,601 | 11.46% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 54,041 | 2,025 | 0.01% | — | 209 | +54,041 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 53,783 | 2,013 | 0.01% | 0.01% | 210 | -1,377 | -2.5% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 51,664 | 1,933 | 0.02% | 0.02% | 211 | +6,398 | 14.13% | Q4 2025 | Feb 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 50,758 | 1,899 | 0.01% | 0.01% | 212 | -400 | -0.78% | Q4 2025 | Jan 29, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 50,415 | 1,887 | 0.01% | — | 213 | +50,415 | New | Q4 2025 | Feb 11, 2026 |
| RBF Capital, LLC | History | Reduced | 50,000 | 1,871 | 0.08% | 0.09% | 214 | -10,000 | -16.67% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 49,800 | 1,864 | 0.0% | 0.0% | 215 | -29,837 | -37.47% | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | New | 49,455 | 1,851 | 0.02% | — | 216 | +49,455 | New | Q4 2025 | Feb 17, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 49,300 | 1,845 | 0.01% | 0.01% | 217 | -81 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 49,148 | 1,839 | 0.11% | 0.1% | 218 | +335 | 0.69% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 48,087 | 1,799 | 0.02% | 0.02% | 219 | +181 | 0.38% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 46,982 | 1,758 | 0.01% | 0.01% | 220 | +2,689 | 6.07% | Q4 2025 | Feb 11, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 46,712 | 1,748 | 0.01% | — | 221 | +46,712 | New | Q4 2025 | Feb 12, 2026 |
| AXQ CAPITAL, LP | History | Added to | 46,011 | 1,722 | 0.39% | 0.29% | 222 | +22,920 | 99.26% | Q4 2025 | Feb 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 45,384 | 1,698 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 45,309 | 1,695 | 0.18% | — | 224 | +45,309 | New | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,426 | 1,662 | 0.0% | 0.0% | 225 | +27,788 | 167.02% | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | Reduced | 43,433 | 1,625 | 0.23% | 0.44% | 226 | -42,974 | -49.73% | Q4 2025 | Jan 21, 2026 |
| Vestcor Inc | History | Reduced | 42,943 | 1,607 | 0.05% | 0.05% | 227 | -3,753 | -8.04% | Q4 2025 | Feb 11, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 42,800 | 1,602 | 0.05% | 0.04% | 228 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aventail Capital Group, LP | History | Reduced | 42,732 | 1,599 | 0.09% | 0.41% | 230 | -220,724 | -83.78% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 42,726 | 1,599 | 0.02% | 0.02% | 229 | -600 | -1.38% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,985 | 1,573 | 0.0% | 0.0% | 231 | -11,640 | -21.71% | Q4 2025 | Feb 17, 2026 |
| Kendall Capital Management | History | Added to | 41,690 | 1,560 | 0.33% | 0.29% | 232 | +2,770 | 7.12% | Q4 2025 | Jan 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 40,942 | 1,532 | 0.0% | 0.0% | 233 | +7,707 | 23.19% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,048 | 1,531 | 0.0% | 0.0% | 234 | +4,051 | 10.95% | Q4 2025 | Jan 08, 2026 |
| Aristotle Capital Boston, LLC | History | New | 40,665 | 1,522 | 0.08% | — | 235 | +40,665 | New | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 39,917 | 1,494 | 0.03% | 0.04% | 236 | -6,341 | -13.71% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 39,700 | 1,485 | 0.0% | 0.0% | 237 | -65,342 | -62.21% | Q4 2025 | Feb 17, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 45,886 | 1,480 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 39,389 | 1,474 | 0.04% | 0.04% | 239 | -899 | -2.23% | Q4 2025 | Feb 11, 2026 |
| Convergence Investment Partners, LLC | History | Added to | 39,131 | 1,464 | 0.29% | 0.25% | 240 | +5,708 | 17.08% | Q4 2025 | Feb 05, 2026 |
| Applied Finance Capital Management, LLC | History | Added to | 38,617 | 1,445 | 0.1% | 0.07% | 241 | +8,343 | 27.56% | Q4 2025 | Feb 05, 2026 |
| South Dakota Investment Council | History | Reduced | 38,266 | 1,432 | 0.03% | 0.04% | 242 | -21,500 | -35.97% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | New | 37,450 | 1,401 | 0.0% | — | 243 | +37,450 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 36,905 | 1,381 | 0.0% | 0.0% | 244 | +22,205 | 151.05% | Q4 2025 | Feb 13, 2026 |
| Argyle Capital Management, LLC | History | No change | 36,874 | 1,380 | 0.46% | 0.42% | 245 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 36,657 | 1,372 | 0.01% | 0.0% | 246 | +17,830 | 94.7% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 36,536 | 1,367 | 0.23% | 0.21% | 247 | +210 | 0.58% | Q4 2025 | Jan 29, 2026 |
| Qsemble Capital Management, LP | History | New | 36,273 | 1,357 | 0.11% | — | 248 | +36,273 | New | Q4 2025 | Feb 05, 2026 |
| Mork Capital Management, LLC | History | No change | 35,700 | 1,336 | 0.82% | 0.82% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 35,673 | 1,334 | 0.0% | 0.0% | 250 | +15,758 | 79.13% | Q4 2025 | Feb 13, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 35,585 | 1,331 | 0.7% | 0.82% | 251 | -11,350 | -24.18% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 35,250 | 1,319 | 0.02% | 0.02% | 252 | -7,001 | -16.57% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 34,609 | 1,295 | 0.9% | 0.53% | 254 | +13,090 | 60.83% | Q4 2025 | Feb 10, 2026 |
| Abundance Wealth Counselors | History | Added to | 34,614 | 1,295 | 0.22% | 0.19% | 253 | +870 | 2.58% | Q4 2025 | Jan 26, 2026 |
| CPC Advisors, LLC | History | Added to | 34,071 | 1,275 | 0.13% | 0.11% | 255 | +3,173 | 10.27% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 34,701 | 1,273 | 0.0% | 0.0% | 256 | -3,749 | -9.75% | Q4 2025 | Mar 09, 2026 |
| BCM ADVISORS, LLC | History | No change | 32,225 | 1,251 | 0.24% | 0.22% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CastleKnight Management LP | History | No change | 31,600 | 1,182 | 0.03% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 31,568 | 1,181 | 0.0% | 0.0% | 259 | +933 | 3.05% | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 31,126 | 1,165 | 0.01% | — | 260 | +31,126 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 30,348 | 1,155 | 0.01% | 0.01% | 261 | -696 | -2.24% | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Reduced | 30,610 | 1,145 | 0.06% | 0.28% | 262 | -96,486 | -75.92% | Q4 2025 | Feb 09, 2026 |
| Nordwand Advisors, LLC | History | No change | 30,600 | 1,145 | 0.2% | 0.16% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 30,429 | 1,138 | 0.02% | 0.02% | 264 | +812 | 2.74% | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | Reduced | 29,275 | 1,095 | 0.2% | 0.18% | 265 | -300 | -1.01% | Q4 2025 | Jan 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 29,242 | 1,094 | 0.01% | 0.01% | 266 | -11,740 | -28.65% | Q4 2025 | Feb 12, 2026 |
| ARGA Investment Management, LP | History | Reduced | 28,892 | 1,081 | 0.03% | 0.04% | 267 | -11,247 | -28.02% | Q4 2025 | Jan 30, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | Reduced | 28,663 | 1,072 | 0.3% | 0.3% | 268 | -1,576 | -5.21% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 28,365 | 1,061 | 0.01% | 0.01% | 269 | +2,063 | 7.84% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Added to | 27,989 | 1,048 | 0.0% | 0.0% | 270 | +7,957 | 39.72% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 27,927 | 1,045 | 0.0% | 0.0% | 271 | -294 | -1.04% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,879 | 1,043 | 0.0% | 0.0% | 272 | -480 | -1.69% | Q4 2025 | Feb 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 27,258 | 1,029 | 0.08% | 0.07% | 273 | +7 | 0.03% | Q4 2025 | Feb 04, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 27,087 | 1,013 | 0.01% | 0.0% | 274 | +24,087 | 802.9% | Q4 2025 | Feb 02, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 26,443 | 989 | 0.15% | — | 275 | +26,443 | New | Q4 2025 | Feb 06, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 26,354 | 986 | 0.26% | 0.15% | 276 | +8,411 | 46.88% | Q4 2025 | Feb 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 25,698 | 961 | 0.0% | 0.0% | 277 | -11,635 | -31.17% | Q4 2025 | Feb 24, 2026 |
| Atria Investments, Inc | History | Reduced | 25,636 | 959 | 0.01% | 0.02% | 278 | -14,038 | -35.38% | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 25,159 | 941 | 0.01% | 0.01% | 279 | +1,806 | 7.73% | Q4 2025 | Jan 14, 2026 |
| MARSHALL WACE, LLP | History | New | 24,442 | 914 | 0.0% | — | 281 | +24,442 | New | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 24,444 | 914 | 0.01% | 0.01% | 280 | -795 | -3.15% | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | Added to | 24,413 | 913 | 0.04% | 0.03% | 282 | +3,689 | 17.8% | Q4 2025 | Feb 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 24,405 | 913 | 0.24% | 0.21% | 283 | +461 | 1.93% | Q4 2025 | Feb 10, 2026 |
| XPONANCE LLC | History | Reduced | 23,823 | 891 | 0.01% | 0.01% | 284 | -3,996 | -14.36% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,648 | 885 | 0.0% | 0.0% | 285 | +4,081 | 20.86% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 22,782 | 852 | 0.06% | 0.05% | 286 | -750 | -3.19% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,320 | 835 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 21,897 | 819 | 0.07% | 0.06% | 288 | +1,219 | 5.9% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,493 | 804 | 0.0% | 0.0% | 289 | +2,085 | 10.74% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,291 | 796 | 0.01% | 0.01% | 290 | -2,200 | -9.37% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 21,178 | 792 | 0.01% | 0.01% | 291 | -547 | -2.52% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 21,125 | 790 | 0.0% | 0.0% | 292 | +3,264 | 18.27% | Q4 2025 | Feb 17, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 21,010 | 786 | 0.05% | 0.04% | 293 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NATIXIS | History | Reduced | 20,957 | 784 | 0.0% | 0.0% | 294 | -3,407 | -13.98% | Q4 2025 | Feb 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 20,871 | 781 | 0.07% | 0.02% | 295 | +12,760 | 157.32% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,832 | 779 | 0.0% | 0.0% | 296 | +7,884 | 60.89% | Q4 2025 | Feb 06, 2026 |
| Global Financial Private Client, LLC | History | Added to | 20,611 | 771 | 0.27% | 0.24% | 297 | +19 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 20,442 | 765 | 0.0% | — | 298 | +20,442 | New | Q4 2025 | Jan 26, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 20,044 | 756 | 0.0% | 0.01% | 299 | -156,732 | -88.66% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 20,093 | 752 | 0.06% | 0.05% | 300 | +5 | 0.02% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 20,001 | 748 | 0.01% | 0.0% | 301 | -4,931 | -19.78% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,945 | 746 | 0.0% | 0.0% | 302 | +6,679 | 50.35% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 19,733 | 743 | 0.01% | 0.01% | 303 | -4,304 | -17.91% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 19,443 | 728 | 0.0% | 0.0% | 304 | +1,371 | 7.59% | Q4 2025 | Jan 26, 2026 |
| iSAM Funds (UK) Ltd | History | New | 19,133 | 716 | 0.26% | — | 305 | +19,133 | New | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 18,939 | 708 | 0.05% | — | 306 | +18,939 | New | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 18,681 | 699 | 0.0% | — | 307 | +18,681 | New | Q4 2025 | Feb 18, 2026 |
| Live Oak Investment Partners | History | Added to | 18,081 | 676 | 0.42% | 0.33% | 308 | +2,893 | 19.05% | Q4 2025 | Jan 29, 2026 |
| Asset Management One Co., Ltd. | History | New | 17,624 | 670 | 0.0% | — | 309 | +17,624 | New | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Added to | 17,612 | 659 | 0.01% | 0.01% | 310 | +4 | 0.02% | Q4 2025 | Jan 21, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 17,584 | 658 | 0.11% | — | 311 | +17,584 | New | Q4 2025 | Jan 26, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 17,243 | 645 | 0.04% | 0.03% | 312 | +28 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 16,944 | 634 | 0.16% | 0.21% | 313 | -4,620 | -21.42% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 16,949 | 634 | 0.0% | 0.0% | 314 | +2,572 | 17.89% | Q4 2025 | Feb 12, 2026 |
| denkapparat Operations GmbH | History | No change | 16,508 | 617 | 0.34% | 0.35% | 315 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versor Investments LP | History | Reduced | 16,438 | 615 | 0.1% | 0.31% | 317 | -33,626 | -67.17% | Q4 2025 | Feb 04, 2026 |
| Swiss Life Asset Management Ltd | History | New | 16,451 | 615 | 0.0% | — | 316 | +16,451 | New | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Reduced | 16,263 | 608 | 0.03% | 0.03% | 318 | -1,305 | -7.43% | Q4 2025 | Feb 10, 2026 |
| AVIVA PLC | History | Reduced | 16,226 | 607 | 0.0% | 0.0% | 319 | -249 | -1.51% | Q4 2025 | Feb 12, 2026 |
| INCEPTIONR LLC | History | New | 16,168 | 605 | 0.17% | — | 320 | +16,168 | New | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 16,064 | 601 | 0.0% | 0.0% | 321 | +6,612 | 69.95% | Q4 2025 | Feb 03, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 16,029 | 599 | 0.21% | — | 322 | +16,029 | New | Q4 2025 | Jan 15, 2026 |
| RD Lewis Holdings, Inc. | History | Added to | 14,986 | 599 | 0.51% | 0.42% | 323 | +2,000 | 15.4% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Reduced | 15,908 | 595 | 0.0% | 0.0% | 324 | -2,118 | -11.75% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | New | 15,837 | 592 | 0.02% | — | 325 | +15,837 | New | Q4 2025 | Jan 20, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 15,663 | 586 | 0.02% | 0.01% | 326 | -433 | -2.69% | Q4 2025 | Feb 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 15,274 | 577 | 0.01% | — | 327 | +15,274 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 15,310 | 573 | 0.01% | 0.01% | 328 | -905 | -5.58% | Q4 2025 | Feb 03, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 15,262 | 571 | 0.0% | — | 329 | +15,262 | New | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 14,953 | 559 | 0.02% | 0.01% | 330 | +5,740 | 62.3% | Q4 2025 | Feb 05, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 14,794 | 553 | 0.09% | 0.08% | 331 | -36 | -0.24% | Q4 2025 | Jan 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,732 | 551 | 0.0% | 0.0% | 332 | +2,740 | 22.85% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,582 | 545 | 0.0% | 0.0% | 333 | -2,647 | -15.36% | Q4 2025 | Jan 26, 2026 |
| Carnegie Investment Counsel | History | No change | 14,294 | 535 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triad Wealth Partners, LLC | History | New | 14,211 | 531 | 0.05% | — | 335 | +14,211 | New | Q4 2025 | Jan 22, 2026 |
| Horizon Investment Services, LLC | History | Added to | 14,147 | 529 | 0.19% | 0.17% | 336 | +401 | 2.92% | Q4 2025 | Feb 13, 2026 |
| Tevis Investment Management | History | No change | 15,520 | 522 | 0.31% | 0.31% | 337 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | New | 13,806 | 516 | 0.0% | — | 338 | +13,806 | New | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 13,616 | 509 | 0.06% | — | 339 | +13,616 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,218 | 494 | 0.01% | 0.01% | 340 | +5,422 | 69.55% | Q4 2025 | Feb 06, 2026 |
| WRIGHT INVESTORS SERVICE INC | History | Added to | 13,167 | 492 | 0.15% | 0.12% | 341 | +679 | 5.44% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,943 | 485 | 0.01% | 0.01% | 342 | -443 | -3.31% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 12,869 | 481 | 0.01% | 0.01% | 343 | -2,229 | -14.76% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 12,737 | 476 | 0.01% | 0.02% | 344 | -4,924 | -27.88% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 12,554 | 469 | 0.02% | 0.02% | 345 | +42 | 0.34% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 12,513 | 468 | 0.01% | 0.01% | 346 | +380 | 3.13% | Q4 2025 | Feb 06, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 16,635 | 465 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,110 | 453 | 0.0% | 0.0% | 348 | +3,652 | 43.18% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 11,992 | 448 | 0.0% | 0.0% | 349 | +165 | 1.4% | Q4 2025 | Jan 30, 2026 |
| RHS Financial, LLC | History | Added to | 11,829 | 442 | 0.22% | 0.2% | 350 | +515 | 4.55% | Q4 2025 | Jan 16, 2026 |
| BEACON FINANCIAL GROUP | History | New | 11,665 | 436 | 0.04% | — | 351 | +11,665 | New | Q4 2025 | Apr 01, 2026 |
| Utah Retirement Systems | History | No change | 11,500 | 430 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| V2 Financial group LLC | History | Reduced | 11,242 | 420 | 0.21% | 0.21% | 353 | -40 | -0.35% | Q4 2025 | Jan 21, 2026 |
| EMC Capital Management | History | Reduced | 11,109 | 416 | 0.18% | 0.21% | 354 | -1,960 | -15.0% | Q4 2025 | Mar 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 11,028 | 412 | 0.0% | 0.0% | 355 | -20,302 | -64.8% | Q4 2025 | Jan 28, 2026 |
| Family Manage LLC | History | Added to | 10,976 | 410 | 0.05% | 0.03% | 356 | +3,425 | 45.36% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 10,834 | 405 | 0.0% | 0.0% | 357 | +8,461 | 356.55% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 10,817 | 404 | 0.0% | 0.0% | 358 | +6,912 | 177.0% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,615 | 397 | 0.01% | 0.01% | 359 | -55 | -0.52% | Q4 2025 | Feb 11, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 10,511 | 393 | 0.12% | 0.13% | 360 | -1,191 | -10.18% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,184 | 381 | 0.01% | 0.01% | 361 | +2,482 | 32.23% | Q4 2025 | Feb 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 10,238 | 379 | 0.05% | 0.04% | 363 | +1,943 | 23.42% | Q4 2025 | Jan 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 10,146 | 379 | 0.01% | 0.01% | 362 | -53 | -0.52% | Q4 2025 | Feb 10, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 10,106 | 378 | 0.09% | 0.06% | 365 | +2,784 | 38.02% | Q4 2025 | Jan 27, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 10,000 | 378 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 10,047 | 376 | 0.01% | 0.01% | 366 | +492 | 5.15% | Q4 2025 | Jan 08, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,047 | 376 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 10,000 | 374 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sciencast Management LP | History | Reduced | 9,942 | 372 | 0.05% | 0.24% | 370 | -27,945 | -73.76% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 9,954 | 372 | 0.0% | — | 369 | +9,954 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,842 | 368 | 0.01% | 0.01% | 371 | +456 | 4.86% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,760 | 365 | 0.0% | 0.0% | 372 | +170 | 1.77% | Q4 2025 | Feb 02, 2026 |
| Investment Research Partners LLC | History | Reduced | 9,626 | 360 | 0.15% | 0.15% | 373 | -159 | -1.62% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,612 | 359 | 0.01% | 0.01% | 374 | -245 | -2.49% | Q4 2025 | Jan 27, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 9,550 | 357 | 0.02% | 0.01% | 376 | +562 | 6.25% | Q4 2025 | Feb 11, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 9,553 | 357 | 0.04% | 0.03% | 375 | +99 | 1.05% | Q4 2025 | Feb 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 9,464 | 354 | 0.0% | — | 377 | +9,464 | New | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 9,467 | 354 | 0.13% | 0.1% | 378 | +286 | 3.12% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,124 | 341 | 0.02% | 0.02% | 379 | -54 | -0.59% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | Added to | 9,020 | 337 | 0.01% | 0.0% | 380 | +5,339 | 145.04% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 8,762 | 327 | 0.02% | 0.02% | 381 | -1,643 | -15.79% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 8,706 | 325 | 0.02% | 0.02% | 382 | +13 | 0.15% | Q4 2025 | Feb 10, 2026 |
| First Eagle Investment Management, LLC | History | No change | 8,681 | 324 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 8,522 | 318 | 0.01% | 0.01% | 384 | -4,387 | -33.98% | Q4 2025 | Jan 26, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 8,456 | 317 | 0.07% | 0.26% | 385 | -37,532 | -81.61% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,334 | 311 | 0.0% | 0.0% | 386 | +3,779 | 82.96% | Q4 2025 | Mar 16, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,280 | 309 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CERTUITY, LLC | History | Reduced | 8,224 | 307 | 0.02% | 0.02% | 388 | -17 | -0.21% | Q4 2025 | Jan 30, 2026 |
| Compound Planning, Inc. | History | Added to | 8,069 | 302 | 0.01% | 0.01% | 389 | +1,106 | 15.88% | Q4 2025 | Feb 19, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 8,038 | 300 | 0.02% | 0.01% | 390 | -214 | -2.59% | Q4 2025 | Jan 23, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 8,000 | 299 | 0.06% | 0.07% | 391 | -2,000 | -20.0% | Q4 2025 | Jan 15, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 7,833 | 293 | 0.03% | 0.03% | 392 | -711 | -8.32% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | Reduced | 7,789 | 291 | 0.01% | 0.01% | 393 | -2,800 | -26.44% | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | Reduced | 7,674 | 287 | 0.0% | 0.0% | 394 | -2,828 | -26.93% | Q4 2025 | Jan 28, 2026 |
| CFO4Life Group, LLC | History | Reduced | 7,650 | 286 | 0.04% | 0.07% | 395 | -6,611 | -46.36% | Q4 2025 | Feb 06, 2026 |
| North Dakota State Investment Board | History | New | 7,593 | 284 | 0.01% | — | 396 | +7,593 | New | Q4 2025 | Feb 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 7,430 | 278 | 0.01% | 0.01% | 397 | -90 | -1.2% | Q4 2025 | Jan 15, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 7,289 | 272 | 0.05% | 0.03% | 398 | +1,880 | 34.76% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,227 | 270 | 0.0% | 0.0% | 400 | -292 | -3.88% | Q4 2025 | Feb 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 7,217 | 270 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 7,024 | 265 | 0.08% | 0.06% | 401 | -440 | -5.89% | Q4 2025 | Jan 29, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 7,040 | 263 | 0.03% | 0.03% | 402 | -17 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 7,000 | 262 | 0.0% | 0.01% | 404 | -43,171 | -86.05% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,023 | 262 | 0.01% | 0.01% | 405 | +1,047 | 17.52% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | No change | 7,010 | 262 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 7,054 | 261 | 0.01% | 0.01% | 406 | -5,518 | -43.89% | Q4 2025 | Feb 09, 2026 |
| Red Door Wealth Management, LLC | History | No change | 6,966 | 260 | 0.03% | 0.02% | 407 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,858 | 256 | 0.0% | 0.0% | 408 | +10 | 0.15% | Q4 2025 | Jan 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,798 | 255 | 0.01% | 0.01% | 409 | -592 | -8.01% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,714 | 253 | 0.01% | 0.0% | 410 | +4,687 | 231.23% | Q4 2025 | Feb 13, 2026 |
| Partnership Wealth Management, LLC | History | No change | 6,750 | 252 | 0.18% | 0.17% | 411 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Farringdon Capital, Ltd. | History | New | 6,703 | 250 | 0.06% | — | 412 | +6,703 | New | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 6,677 | 249 | 0.1% | — | 414 | +6,677 | New | Q4 2025 | Feb 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 6,676 | 249 | 0.04% | 0.04% | 413 | +156 | 2.39% | Q4 2025 | Feb 02, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,610 | 247 | 0.08% | 0.07% | 415 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 6,588 | 246 | 0.02% | 0.02% | 416 | -84 | -1.26% | Q4 2025 | Jan 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,523 | 244 | 0.0% | 0.0% | 417 | +478 | 7.91% | Q4 2025 | Jan 16, 2026 |
| UMB Bank, n.a. | History | Added to | 6,496 | 243 | 0.0% | 0.0% | 418 | +3,698 | 132.17% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | No change | 6,477 | 242 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 6,410 | 239 | 0.13% | 0.11% | 420 | +350 | 5.78% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 6,346 | 237 | 0.0% | — | 421 | +6,346 | New | Q4 2025 | Feb 02, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,333 | 237 | 0.0% | 0.0% | 422 | -165 | -2.54% | Q4 2025 | Feb 03, 2026 |
| INVESTED ADVISORS | History | New | 6,245 | 233 | 0.24% | — | 424 | +6,245 | New | Q4 2025 | Jan 26, 2026 |
| R Squared Ltd | History | New | 6,226 | 233 | 0.11% | — | 423 | +6,226 | New | Q4 2025 | Jan 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,183 | 231 | 0.0% | 14.75% | 425 | -89,362 | -93.53% | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 6,159 | 230 | 0.05% | 0.2% | 426 | -33,312 | -84.4% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 6,112 | 228 | 0.0% | — | 427 | +6,112 | New | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,016 | 225 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BFSG, LLC | History | Added to | 5,987 | 224 | 0.02% | 0.01% | 429 | +1,457 | 32.16% | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 5,932 | 222 | 0.01% | 0.01% | 430 | +46 | 0.78% | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Reduced | 5,834 | 218 | 0.01% | 0.01% | 431 | -1,067 | -15.46% | Q4 2025 | Jan 30, 2026 |
| DRW Securities, LLC | History | New | 5,772 | 216 | 0.01% | — | 433 | +5,772 | New | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,783 | 216 | 0.0% | 0.0% | 432 | -833 | -12.59% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,754 | 215 | 0.0% | 0.0% | 434 | +3,303 | 134.76% | Q4 2025 | Feb 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,618 | 210 | 0.0% | 0.0% | 435 | -1,901 | -25.28% | Q4 2025 | Feb 09, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 5,590 | 209 | 0.04% | 0.04% | 436 | -633 | -10.17% | Q4 2025 | Feb 17, 2026 |
| Quantum Portfolio Management LLC | History | New | 5,579 | 208 | 0.09% | — | 440 | +5,579 | New | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | New | 5,566 | 208 | 0.01% | — | 438 | +5,566 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 5,489 | 208 | 0.01% | — | 439 | +5,489 | New | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5,558 | 208 | 0.03% | 0.0% | 437 | +4,806 | 639.1% | Q4 2025 | Jan 21, 2026 |
| MONECO ADVISORS, LLC | History | New | 5,517 | 206 | 0.02% | — | 441 | +5,517 | New | Q4 2025 | Feb 04, 2026 |
| Sunpointe, LLC | History | New | 5,409 | 204 | 0.07% | — | 443 | +5,409 | New | Q4 2025 | Jan 23, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,451 | 204 | 0.01% | 0.01% | 442 | +2,945 | 117.52% | Q4 2025 | Feb 04, 2026 |
| TCV Trust & Wealth Management, Inc. | History | New | 5,421 | 202 | 0.02% | — | 444 | +5,421 | New | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 5,420 | 202 | 0.0% | — | 445 | +5,420 | New | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Added to | 5,151 | 192 | 0.0% | 0.0% | 446 | +9 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 5,023 | 189 | 0.0% | — | 447 | +5,023 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 4,979 | 186 | 0.0% | — | 448 | +4,979 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,992 | 186 | 0.0% | 0.0% | 449 | +724 | 16.96% | Q4 2025 | Feb 11, 2026 |
| Quent Capital, LLC | History | Reduced | 4,892 | 183 | 0.01% | 0.01% | 450 | -9 | -0.18% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,884 | 182 | 0.0% | 0.0% | 451 | -211 | -4.14% | Q4 2025 | Jan 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 4,128 | 155 | 0.0% | — | 452 | +4,128 | New | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 3,754 | 140 | 0.04% | 0.03% | 453 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,600 | 134 | 0.01% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,600 | 134 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 3,559 | 132 | 0.0% | 0.0% | 456 | +254 | 7.69% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,410 | 127 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,376 | 126 | 0.03% | 0.01% | 458 | +2,836 | 525.19% | Q4 2025 | Mar 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,350 | 125 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,311 | 123 | 0.0% | 0.0% | 461 | -37 | -1.11% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,305 | 123 | 0.0% | 0.0% | 460 | +25 | 0.76% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 3,226 | 120 | 0.0% | 0.0% | 463 | +3,037 | 1606.88% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,185 | 120 | 0.04% | 0.04% | 462 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,158 | 118 | 0.0% | 0.0% | 464 | -222 | -6.57% | Q4 2025 | Feb 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,050 | 114 | 0.0% | 0.0% | 465 | -1,521 | -33.27% | Q4 2025 | Feb 12, 2026 |
| Security National Bank | History | No change | 3,018 | 112 | 0.02% | 0.02% | 466 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,883 | 108 | 0.0% | — | 467 | +2,883 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,839 | 106 | 0.01% | 0.0% | 468 | +6 | 0.21% | Q4 2025 | Jan 21, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 2,669 | 99 | 0.05% | 0.05% | 469 | +9 | 0.34% | Q4 2025 | Feb 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,624 | 98 | 0.02% | 0.02% | 470 | +189 | 7.76% | Q4 2025 | Feb 09, 2026 |
| Horizon Investments, LLC | History | New | 2,472 | 92 | 0.0% | — | 471 | +2,472 | New | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,269 | 84 | 0.0% | 0.0% | 472 | +374 | 19.74% | Q4 2025 | Jan 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,262 | 84 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quarry LP | History | Reduced | 2,105 | 78 | 0.01% | 0.04% | 474 | -4,061 | -65.86% | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | Added to | 2,075 | 77 | 0.03% | 0.02% | 475 | +130 | 6.68% | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 2,042 | 76 | 0.0% | — | 476 | +2,042 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | New | 2,000 | 74 | 0.01% | — | 479 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 1,996 | 74 | 0.0% | 0.0% | 477 | +632 | 46.33% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,968 | 74 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 1,880 | 70 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,850 | 69 | 0.0% | 0.0% | 481 | -957 | -34.09% | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,839 | 68 | 0.0% | 0.0% | 482 | +7 | 0.38% | Q4 2025 | Feb 02, 2026 |
| Fairman Group, LLC | History | No change | 1,785 | 67 | 0.05% | 0.05% | 483 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,765 | 66 | 0.02% | 0.02% | 484 | -65 | -3.55% | Q4 2025 | Jan 27, 2026 |
| Torren Management, LLC | History | New | 1,743 | 65 | 0.03% | — | 485 | +1,743 | New | Q4 2025 | Jan 30, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,500 | 56 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,475 | 55 | 0.0% | 0.0% | 487 | -855 | -36.7% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,398 | 53 | 0.0% | 0.0% | 488 | -155 | -9.98% | Q4 2025 | Feb 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,262 | 47 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 1,275 | 47 | 0.05% | 0.04% | 490 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,258 | 47 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 1,230 | 46 | 0.01% | — | 493 | +1,230 | New | Q4 2025 | Jan 22, 2026 |
| Bare Financial Services, Inc | History | Reduced | 1,232 | 46 | 0.01% | 0.01% | 492 | -113 | -8.4% | Q4 2025 | Feb 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,102 | 44 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,050 | 39 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,049 | 39 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 1,012 | 37 | 0.0% | 0.0% | 499 | -947 | -48.34% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,014 | 37 | 0.0% | 0.0% | 497 | +271 | 36.47% | Q4 2025 | Feb 09, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,000 | 37 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Caitlin John, LLC | History | Reduced | 977 | 36 | 0.02% | 0.02% | 500 | -2 | -0.2% | Q4 2025 | Feb 18, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 949 | 35 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 916 | 34 | 0.03% | — | 503 | +916 | New | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | No change | 911 | 34 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WPG Advisers, LLC | History | Added to | 900 | 33 | 0.02% | 0.01% | 505 | +647 | 255.73% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 893 | 33 | 0.0% | 0.0% | 504 | +623 | 230.74% | Q4 2025 | Feb 09, 2026 |
| V-Square Quantitative Management LLC | History | New | 876 | 32 | 0.0% | — | 507 | +876 | New | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 871 | 32 | 0.0% | 0.0% | 506 | +142 | 19.48% | Q4 2025 | Jan 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 939 | 31 | 0.0% | — | 508 | +939 | New | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 818 | 30 | 0.0% | 0.0% | 509 | +28 | 3.54% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Reduced | 786 | 29 | 0.0% | 0.0% | 511 | -55 | -6.54% | Q4 2025 | Feb 04, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 788 | 29 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Reduced | 729 | 28 | 0.01% | 0.13% | 513 | -6,434 | -89.82% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | New | 750 | 28 | 0.01% | — | 512 | +750 | New | Q4 2025 | Jan 13, 2026 |
| Motiv8 Investments LLC | History | New | 742 | 28 | 0.02% | — | 514 | +742 | New | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 748 | 27 | 0.02% | 0.25% | 516 | -15,012 | -95.25% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 724 | 27 | 0.0% | — | 515 | +724 | New | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 741 | 27 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 708 | 26 | 0.0% | 0.0% | 519 | +49 | 7.44% | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Advisors | History | No change | 720 | 26 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 674 | 25 | 0.0% | 0.0% | 520 | -26 | -3.71% | Q4 2025 | Jan 30, 2026 |
| Altshuler Shaham Ltd | History | Added to | 644 | 24 | 0.0% | 0.0% | 522 | +60 | 10.27% | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | No change | 645 | 24 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 642 | 24 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DV Trading LLC | History | New | 616 | 23 | 0.0% | — | 524 | +616 | New | Q4 2025 | Feb 17, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 627 | 23 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 600 | 22 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| William B. Walkup & Associates, Inc. | History | New | 560 | 20 | 0.01% | — | 529 | +560 | New | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, LP | History | New | 557 | 20 | 0.0% | — | 528 | +557 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 536 | 20 | 0.0% | 0.0% | 527 | +40 | 8.06% | Q4 2025 | Jan 08, 2026 |
| Fortis Group Advisors, LLC | History | No change | 515 | 19 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | New | 500 | 18 | 0.0% | — | 532 | +500 | New | Q4 2025 | Jan 14, 2026 |
| BOKF, NA | History | No change | 494 | 18 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TRUST CO OF VERMONT | History | New | 459 | 17 | 0.0% | — | 533 | +459 | New | Q4 2025 | Jan 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 474 | 17 | 0.0% | 0.0% | 534 | -4 | -0.84% | Q4 2025 | Jan 08, 2026 |
| Rossby Financial, LCC | History | New | 379 | 14 | 0.0% | — | 537 | +379 | New | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | No change | 380 | 14 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | No change | 400 | 14 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 355 | 13 | 0.0% | 0.0% | 539 | +142 | 66.67% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 365 | 13 | 0.0% | 0.0% | 538 | +75 | 25.86% | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | No change | 351 | 13 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 367 | 13 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Estabrook Capital Management | History | No change | 322 | 12 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 304 | 11 | 0.0% | — | 545 | +304 | New | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | Added to | 294 | 11 | 0.0% | 0.0% | 544 | +28 | 10.53% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | No change | 314 | 11 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 244 | 9 | 0.0% | 0.0% | 546 | -49 | -16.72% | Q4 2025 | Jan 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 254 | 9 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 203 | 7 | 0.0% | — | 549 | +203 | New | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | Added to | 193 | 7 | 0.0% | 0.0% | 551 | +78 | 67.83% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 195 | 7 | 0.0% | 0.0% | 548 | +10 | 5.41% | Q4 2025 | Feb 03, 2026 |
| High Note Wealth, LLC | History | No change | 190 | 7 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 164 | 6 | 0.0% | 0.0% | 552 | -91 | -35.69% | Q4 2025 | Jan 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 163 | 6 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 163 | 6 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ares Financial Consulting, LLC | History | New | 137 | 5 | 0.0% | — | 557 | +137 | New | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 151 | 5 | 0.0% | 0.0% | 555 | +5 | 3.42% | Q4 2025 | Feb 09, 2026 |
| Leonteq Securities AG | History | No change | 152 | 5 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Inspire Investing, LLC | History | New | 122 | 4 | 0.0% | — | 559 | +122 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 116 | 4 | 0.0% | — | 562 | +116 | New | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | New | 114 | 4 | 0.0% | — | 561 | +114 | New | Q4 2025 | Feb 05, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 115 | 4 | 0.0% | — | 558 | +109 | 1816.67% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 124 | 4 | 0.0% | 0.0% | 560 | -27 | -17.88% | Q4 2025 | Feb 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 84 | 3 | 0.0% | — | 564 | +84 | New | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 86 | 3 | 0.0% | — | 563 | +72 | 514.29% | Q4 2025 | Feb 10, 2026 |
| West Financial Advisors, LLC | History | Added to | 103 | 3 | 0.0% | 0.0% | 566 | +1 | 0.98% | Q4 2025 | Jan 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 77 | 3 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 97 | 3 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Strive Financial Group ,LLC | History | New | 74 | 2 | 0.0% | — | 575 | +74 | New | Q4 2025 | Feb 18, 2026 |
| J.Safra Asset Management Corp | History | New | 61 | 2 | 0.0% | — | 570 | +61 | New | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 59 | 2 | 0.0% | — | 571 | +59 | New | Q4 2025 | Feb 05, 2026 |
| HM PAYSON & CO | History | No change | 67 | 2 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sachetta, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WealthCollab, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Camelot Portfolios, LLC | History | New | 45 | 1 | 0.0% | — | 578 | +45 | New | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 41 | 1 | 0.0% | — | 588 | +41 | New | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | New | 39 | 1 | 0.0% | — | 584 | +39 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | New | 30 | 1 | 0.0% | — | 580 | +30 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 45 | 1 | 0.0% | — | 579 | +15 | 50.0% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 583 | -13 | -21.67% | Q4 2025 | Jan 15, 2026 |
| SouthState Bank Corp | History | Reduced | 50 | 1 | 0.0% | 0.0% | 576 | -10 | -16.67% | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 31 | 1 | 0.0% | 0.0% | 585 | -3 | -8.82% | Q4 2025 | Jan 16, 2026 |
| Team Financial Group, LLC | History | Added to | 43 | 1 | 0.0% | 0.0% | 581 | +1 | 2.38% | Q4 2025 | Jan 13, 2026 |
| Coastline Trust Co | History | No change | 30 | 1 | 0.0% | — | 577 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cromwell Holdings LLC | History | No change | 29 | 1 | 0.0% | — | 582 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 30 | 1 | 0.0% | — | 586 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kilter Group LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HG Vora Capital Management, LLC | History | Closed out | 0 | 0 | — | 5.41% | — | -1,200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.6% | — | -480,201 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -113,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.17% | — | -112,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -101,584 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -79,355 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -72,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,566 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -56,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,977 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -50,132 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -36,560 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -30,579 | -100.0% | Q3 2025 | Dec 18, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -21,930 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 3.44% | — | -21,606 | -100.0% | Q3 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -15,561 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -14,187 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -13,162 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,053 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.04% | — | -11,648 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Corundum Trust Company, INC | History | Closed out | 0 | 0 | — | 0.7% | — | -9,773 | -100.0% | Q3 2025 | Oct 24, 2025 |
| VISTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,417 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.4% | — | -8,767 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MidWestOne Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,482 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,466 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,921 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,871 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,067 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -5,273 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -987 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -948 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -475 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -375 | -100.0% | Q3 2025 | Nov 26, 2025 |
| TRUST CO OF TOLEDO NA /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -373 | -100.0% | Q3 2025 | Oct 16, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -307 | -100.0% | Q3 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5 | 0 | — | 0.0% | — | -200 | -97.56% | Q4 2025 | Feb 06, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 06, 2025 |
| S&T BANK/PA | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rakuten Securities, Inc. | History | Added to | 26 | 0 | — | — | — | +20 | 333.33% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Mar 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 16, 2025 |
| EASTERN BANK | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +6 | 150.0% | Q4 2025 | Jan 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| American Capital Advisory, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 30, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Principia Wealth Advisory, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wealth Watch Advisors, INC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |