Ubiquiti Inc. - UI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 | 291,524 | 161,314 | 0.0% | 0.0% | 1 | +3,686 | 1.28% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 222,864 | 123,321 | 0.19% | 0.21% | 2 | -19,400 | -8.01% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 183,464 | 101,519 | 0.06% | 0.07% | 3 | +19,504 | 11.9% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 155,916 | 88,815 | 0.12% | 0.05% | 4 | +110,632 | 244.31% | Q4 2025 | Jan 08, 2026 |
| SW Investment Management LLC | History | Reduced | 140,000 | 77,469 | 20.61% | 24.76% | 5 | -35,000 | -20.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 102,022 | 56,454 | 0.0% | 0.0% | 6 | +7,338 | 7.75% | Q4 2025 | Feb 13, 2026 |
| Capital World Investors | History | Added to | 100,056 | 55,365 | 0.01% | 0.01% | 7 | +13,970 | 16.23% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 97,559 | 53,984 | 0.03% | 0.06% | 8 | -49,848 | -33.82% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 96,943 | 53,643 | 0.0% | 0.0% | 9 | +1,382 | 1.45% | Q4 2025 | Jan 29, 2026 |
| LONG WALK MANAGEMENT LP | History | Reduced | 84,150 | 46,564 | 10.36% | 11.27% | 10 | -250 | -0.3% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 76,547 | 42,357 | 0.0% | 0.0% | 11 | +5,999 | 8.5% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 73,092 | 40,458 | 0.0% | 0.0% | 12 | +1,696 | 2.38% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 60,087 | 33,249 | 0.0% | 0.0% | 13 | +5,688 | 10.46% | Q4 2025 | Mar 25, 2026 |
| NORGES BANK | History | New | 51,554 | 28,527 | 0.0% | — | 14 | +51,554 | New | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 48,612 | 26,899 | 0.0% | 0.01% | 15 | -3,859 | -7.35% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 48,108 | 26,620 | 0.03% | 0.02% | 16 | +25,421 | 112.05% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 47,546 | 26,309 | 0.0% | 0.0% | 17 | +37,270 | 362.69% | Q4 2025 | Feb 19, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 46,896 | 25,949 | 0.09% | 0.16% | 18 | -7,481 | -13.76% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 43,011 | 23,800 | 0.02% | 0.02% | 19 | +259 | 0.61% | Q4 2025 | Feb 13, 2026 |
| Capital Impact Advisors, LLC | History | Added to | 40,934 | 22,650 | 1.77% | 3.8% | 20 | +15,228 | 59.24% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 38,466 | 21,285 | 0.02% | 0.02% | 21 | +4,737 | 14.04% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 37,630 | 20,822 | 0.02% | 0.01% | 22 | +26,227 | 230.0% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 35,108 | 19,427 | 0.02% | 0.0% | 23 | +34,653 | 7616.04% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 31,126 | 17,223 | 0.0% | 0.0% | 24 | -1,980 | -5.98% | Q4 2025 | Feb 17, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 28,943 | 16,015 | 0.67% | 0.81% | 25 | -171 | -0.59% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 27,836 | 15,403 | 0.01% | 0.0% | 26 | +13,157 | 89.63% | Q4 2025 | Feb 13, 2026 |
| Claret Asset Management Corp | History | Reduced | 25,157 | 13,921 | 1.62% | 2.01% | 27 | -369 | -1.45% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,875 | 13,764 | 0.0% | 0.0% | 28 | +9,034 | 57.03% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,015 | 11,635 | 0.0% | 0.0% | 29 | +189 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 20,408 | 11,292 | 0.0% | 0.0% | 30 | -3,744 | -15.5% | Q4 2025 | Feb 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 20,021 | 11,078 | 0.31% | 0.38% | 31 | -25 | -0.12% | Q4 2025 | Jan 12, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 19,689 | 10,895 | 0.03% | 0.03% | 32 | +4,743 | 31.73% | Q4 2025 | Feb 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 19,576 | 10,832 | 1.21% | 0.63% | 33 | +10,207 | 108.94% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 19,548 | 10,816 | 0.0% | 0.0% | 34 | -509 | -2.54% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,006 | 9,963 | 0.0% | 0.0% | 35 | +5,626 | 45.44% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 17,379 | 9,616 | 0.0% | 0.0% | 36 | -16,476 | -48.67% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,357 | 9,051 | 0.0% | 0.0% | 37 | +4,615 | 39.3% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 15,040 | 8,322 | 0.12% | 0.12% | 38 | -229 | -1.5% | Q4 2025 | Feb 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 10,010 | 7,726 | 0.03% | 0.0% | 39 | +9,152 | 1066.67% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,125 | 6,709 | 0.01% | 0.02% | 40 | +2,321 | 23.67% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 12,079 | 6,683 | 0.0% | 0.0% | 41 | +10,823 | 861.7% | Q4 2025 | Feb 17, 2026 |
| Lagoda Investment Management, L.P. | History | Reduced | 11,820 | 6,540 | 3.79% | 5.09% | 42 | -1,795 | -13.18% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,242 | 6,220 | 0.0% | 0.0% | 43 | -1,884 | -14.35% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | New | 10,795 | 5,973 | 0.15% | — | 44 | +10,795 | New | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 10,363 | 5,734 | 0.0% | 0.0% | 45 | +4,253 | 69.61% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 10,147 | 5,614 | 0.0% | 0.0% | 46 | -883 | -8.01% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 10,109 | 5,593 | 0.16% | 0.1% | 47 | +2,023 | 25.02% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 9,968 | 5,516 | 0.0% | — | 48 | +9,968 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,709 | 5,372 | 0.06% | — | 49 | +9,709 | New | Q4 2025 | Jan 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 9,504 | 5,258 | 0.04% | — | 50 | +9,504 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 9,488 | 5,250 | 0.0% | — | 51 | +9,488 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 9,420 | 5,212 | 0.0% | 0.0% | 52 | -350 | -3.58% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 9,412 | 5,207 | 0.0% | 0.0% | 53 | +6,513 | 224.66% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 8,982 | 4,970 | 0.01% | 0.01% | 54 | +1,266 | 16.41% | Q4 2025 | Feb 13, 2026 |
| Faithward Advisors, LLC | History | Reduced | 8,590 | 4,753 | 0.7% | 0.86% | 55 | -173 | -1.97% | Q4 2025 | Feb 17, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 8,451 | 4,676 | 1.6% | 1.87% | 56 | -94 | -1.1% | Q4 2025 | Jan 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 8,400 | 4,648 | 1.12% | 0.6% | 57 | +4,200 | 100.0% | Q4 2025 | Feb 02, 2026 |
| Walleye Capital LLC | History | New | 8,041 | 4,449 | 0.01% | — | 58 | +8,041 | New | Q4 2025 | Feb 13, 2026 |
| Monument Capital Management | History | Reduced | 7,889 | 4,365 | 1.09% | 1.34% | 59 | -213 | -2.63% | Q4 2025 | Jan 26, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 7,453 | 4,124 | 0.64% | 0.41% | 60 | +3,339 | 81.16% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 7,318 | 4,049 | 0.05% | 0.06% | 61 | +538 | 7.94% | Q4 2025 | Feb 11, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 6,933 | 3,836 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,713 | 3,714 | 0.01% | 0.03% | 63 | -4,238 | -38.7% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 6,001 | 3,320 | 0.01% | 0.18% | 64 | -99,857 | -94.33% | Q4 2025 | Feb 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,841 | 3,232 | 0.0% | 0.0% | 65 | +384 | 7.04% | Q4 2025 | Feb 18, 2026 |
| Verition Fund Management LLC | History | Reduced | 5,079 | 2,810 | 0.01% | 0.02% | 66 | -950 | -15.76% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 5,042 | 2,789 | 0.0% | 0.01% | 67 | -310 | -5.79% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,956 | 2,742 | 0.0% | 0.0% | 68 | -112 | -2.21% | Q4 2025 | Feb 11, 2026 |
| Inspire Investing, LLC | History | New | 4,758 | 2,632 | 0.24% | — | 69 | +4,758 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 4,600 | 2,546 | 0.0% | 0.0% | 70 | +453 | 10.92% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 4,591 | 2,540 | 0.01% | 0.01% | 71 | +837 | 22.3% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,113,568 | 2,462 | 0.0% | 0.0% | 72 | +1,112,064 | 73940.43% | Q4 2025 | Mar 09, 2026 |
| Legal & General Group Plc | History | Reduced | 4,139 | 2,290 | 0.0% | 0.0% | 73 | -565 | -12.01% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 4,138 | 2,289 | 0.0% | 0.0% | 74 | +2,191 | 112.53% | Q4 2025 | Mar 20, 2026 |
| Creative Planning | History | Added to | 4,137 | 2,289 | 0.0% | 0.0% | 75 | +69 | 1.7% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,812 | 2,109 | 0.0% | 0.0% | 76 | +4 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Added to | 3,728 | 2,062 | 0.02% | 0.02% | 77 | +793 | 27.02% | Q4 2025 | Feb 18, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 3,710 | 2,052 | 0.11% | 0.14% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Willis Investment Counsel | History | Added to | 3,648 | 2,018 | 0.1% | 0.09% | 79 | +1,026 | 39.13% | Q4 2025 | Jan 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,493 | 1,932 | 0.01% | 0.04% | 80 | -5,860 | -62.65% | Q4 2025 | Feb 11, 2026 |
| DGS Capital Management, LLC | History | Reduced | 3,459 | 1,914 | 0.33% | 0.46% | 81 | -372 | -9.71% | Q4 2025 | Feb 24, 2026 |
| Vestcor Inc | History | Reduced | 3,451 | 1,910 | 0.05% | 0.09% | 83 | -963 | -21.82% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,452 | 1,910 | 0.0% | 0.0% | 82 | +9 | 0.26% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,398 | 1,880 | 0.06% | 0.08% | 84 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Passumpsic Savings Bank | History | New | 3,258 | 1,802 | 0.99% | — | 85 | +3,258 | New | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 3,160 | 1,748 | 0.0% | 0.0% | 86 | -5,333 | -62.79% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,127 | 1,730 | 0.0% | 0.0% | 87 | +203 | 6.94% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 3,005 | 1,662 | 0.0% | 0.02% | 88 | -10,540 | -77.81% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,947 | 1,631 | 0.0% | 0.01% | 89 | +188 | 6.81% | Q4 2025 | Jan 26, 2026 |
| Voleon Capital Management LP | History | Added to | 2,883 | 1,595 | 0.03% | 0.03% | 90 | +1,274 | 79.18% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 2,877 | 1,591 | 0.07% | — | 91 | +2,877 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 2,829 | 1,565 | 0.01% | — | 92 | +2,829 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,789 | 1,543 | 0.0% | 0.0% | 93 | +912 | 48.59% | Q4 2025 | Feb 10, 2026 |
| Intrinsic Value Partners, LLC | History | Reduced | 2,729 | 1,510 | 1.13% | 1.49% | 94 | -55 | -1.98% | Q4 2025 | Jan 21, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,501 | 1,383 | 0.0% | 0.0% | 95 | -73 | -2.84% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,335 | 1,292 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 3,866 | 1,284 | 0.05% | 0.1% | 97 | -1,639 | -29.77% | Q4 2025 | Feb 11, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,323 | 1,278 | 0.04% | 0.04% | 98 | +647 | 38.6% | Q4 2025 | Jan 23, 2026 |
| Point72 Asset Management, L.P. | History | New | 2,296 | 1,270 | 0.0% | — | 99 | +2,296 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,272 | 1,257 | 0.0% | 0.0% | 100 | +847 | 59.44% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | No change | 2,225 | 1,231 | 0.02% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Impact Partnership Wealth, LLC | History | New | 2,206 | 1,220 | 0.16% | — | 102 | +2,206 | New | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,155 | 1,192 | 0.04% | 0.05% | 103 | -3 | -0.14% | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 2,149 | 1,189 | 0.08% | 0.19% | 104 | -221 | -9.32% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 1,984 | 1,097 | 0.06% | 0.12% | 105 | -1,050 | -34.61% | Q4 2025 | Jan 29, 2026 |
| CIBC Asset Management Inc | History | Added to | 1,964 | 1,086 | 0.0% | 0.0% | 106 | +52 | 2.72% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 1,908 | 1,076 | 0.02% | 0.01% | 107 | +1,174 | 159.95% | Q4 2025 | Jan 08, 2026 |
| Vest Financial, LLC | History | Added to | 1,941 | 1,074 | 0.01% | 0.01% | 108 | +638 | 48.96% | Q4 2025 | Jan 30, 2026 |
| Plum Street Advisors, LLC | History | No change | 1,880 | 1,040 | 0.37% | 0.48% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,842 | 1,019 | 0.0% | 0.0% | 110 | -3,987 | -68.4% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 1,809 | 1,001 | 0.0% | — | 111 | +1,809 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,762 | 975 | 0.0% | 0.0% | 112 | +327 | 22.79% | Q4 2025 | Jan 09, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 1,300 | 944 | 0.21% | 0.23% | 113 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Edgestream Partners, L.P. | History | Added to | 1,687 | 933 | 0.03% | 0.03% | 114 | +74 | 4.59% | Q4 2025 | Feb 13, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 1,661 | 919 | 0.03% | 0.04% | 115 | -136 | -7.57% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,655 | 915 | 0.0% | 0.0% | 116 | -328 | -16.54% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 1,634 | 904 | 0.0% | 0.0% | 117 | -308 | -15.86% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 1,606 | 888 | 0.0% | 0.0% | 118 | +24 | 1.52% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | Added to | 1,540 | 852 | 0.0% | 0.0% | 119 | +240 | 18.46% | Q4 2025 | Feb 06, 2026 |
| BURNEY CO/ | History | Added to | 1,465 | 810 | 0.03% | 0.02% | 120 | +405 | 38.21% | Q4 2025 | Jan 23, 2026 |
| Atlas Brown,Inc. | History | Reduced | 1,425 | 788 | 0.23% | 0.28% | 121 | -25 | -1.72% | Q4 2025 | Jan 09, 2026 |
| Cetera Investment Advisers | History | Added to | 1,409 | 779 | 0.0% | 0.0% | 122 | +83 | 6.26% | Q4 2025 | Feb 17, 2026 |
| OSSIAM | History | Reduced | 1,385 | 766 | 0.02% | 0.01% | 123 | -277 | -16.67% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,383 | 765 | 0.0% | 0.0% | 124 | -3 | -0.22% | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,377 | 761 | 0.01% | 0.01% | 125 | -119 | -7.95% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | New | 1,365 | 755 | 0.07% | — | 126 | +1,365 | New | Q4 2025 | Feb 13, 2026 |
| North Dakota State Investment Board | History | New | 1,363 | 754 | 0.03% | — | 127 | +1,363 | New | Q4 2025 | Feb 05, 2026 |
| Employees Retirement System of Texas | History | No change | 1,356 | 750 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Odyssean, LLC | History | New | 1,332 | 737 | 0.53% | — | 129 | +1,332 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | No change | 1,286 | 711 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,267 | 701 | 0.0% | 0.0% | 131 | -49 | -3.72% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 1,265 | 700 | 0.01% | 0.02% | 132 | +9 | 0.72% | Q4 2025 | Jan 28, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 1,250 | 691 | 0.03% | 0.03% | 133 | -109 | -8.02% | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Added to | 1,245 | 689 | 0.0% | 0.0% | 134 | +5 | 0.4% | Q4 2025 | Jan 30, 2026 |
| Private Advisory Group LLC | History | Reduced | 1,243 | 687 | 0.05% | 0.1% | 135 | -529 | -29.85% | Q4 2025 | Jan 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,225 | 677 | 0.0% | 0.0% | 136 | -3 | -0.24% | Q4 2025 | Feb 17, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 1,199 | 663 | 0.02% | 0.03% | 137 | -58 | -4.61% | Q4 2025 | Jan 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,184 | 655 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,143 | 632 | 0.02% | 0.03% | 139 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,118 | 618 | 0.0% | 0.0% | 140 | -62 | -5.25% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,104 | 610 | 0.0% | 0.0% | 141 | -13 | -1.16% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 1,100 | 608 | 0.01% | 0.01% | 142 | -100 | -8.33% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | New | 1,079 | 597 | 0.02% | — | 143 | +1,079 | New | Q4 2025 | Feb 23, 2026 |
| a16z Perennial Management, L.P. | History | No change | 1,058 | 585 | 0.04% | 0.05% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,046 | 578 | 0.01% | 0.02% | 145 | +21 | 2.05% | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Reduced | 1,039 | 575 | 0.03% | 0.03% | 146 | -17 | -1.61% | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 1,028 | 568 | 0.03% | 0.04% | 147 | -200 | -16.29% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,008 | 557 | 0.0% | — | 148 | +1,008 | New | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Reduced | 1,002 | 554 | 0.01% | 0.04% | 149 | -2,210 | -68.8% | Q4 2025 | Jan 13, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | New | 1,000 | 553 | 0.28% | — | 150 | +1,000 | New | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 998 | 552 | 0.0% | 0.0% | 151 | -106 | -9.6% | Q4 2025 | Feb 17, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 977 | 540 | 0.02% | 0.03% | 152 | -9 | -0.91% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 975 | 539 | 0.01% | — | 153 | +975 | New | Q4 2025 | Feb 17, 2026 |
| AVIVA PLC | History | Added to | 962 | 532 | 0.0% | 0.0% | 154 | +72 | 8.09% | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 953 | 527 | 0.01% | 0.01% | 155 | +148 | 18.39% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 945 | 522 | 0.01% | 0.01% | 156 | +3 | 0.32% | Q4 2025 | Feb 09, 2026 |
| Baron Wealth Management LLC | History | Reduced | 938 | 519 | 0.16% | 0.21% | 157 | -9 | -0.95% | Q4 2025 | Jan 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 920 | 509 | 0.0% | 0.01% | 158 | -2,701 | -74.59% | Q4 2025 | Feb 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 908 | 502 | 0.0% | — | 159 | +908 | New | Q4 2025 | Feb 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 903 | 499 | 0.04% | 0.05% | 160 | +1 | 0.11% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Reduced | 888 | 498 | 0.01% | 0.01% | 161 | -2 | -0.22% | Q4 2025 | Jan 23, 2026 |
| Hunting Hill Global Capital, LLC | History | New | 893 | 494 | 0.34% | — | 162 | +893 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 880 | 487 | 0.0% | 0.0% | 163 | -101 | -10.3% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 876 | 484 | 0.01% | — | 164 | +876 | New | Q4 2025 | Feb 17, 2026 |
| Oxinas Partners, LLC | History | Added to | 875 | 484 | 0.23% | 0.27% | 165 | +100 | 12.9% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 837 | 463 | 0.0% | 0.0% | 166 | -344 | -29.13% | Q4 2025 | Mar 16, 2026 |
| Woodline Partners LP | History | New | 815 | 450 | 0.0% | — | 167 | +815 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 808 | 447 | 0.0% | 0.0% | 168 | -160 | -16.53% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 806 | 446 | 0.01% | 0.01% | 169 | +8 | 1.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 804 | 445 | 0.0% | 0.0% | 170 | +295 | 57.96% | Q4 2025 | Feb 11, 2026 |
| Optimist Retirement Group LLC | History | No change | 801 | 443 | 0.2% | 0.24% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 771 | 426 | 0.08% | 0.14% | 172 | -353 | -31.41% | Q4 2025 | Jan 28, 2026 |
| ALPS ADVISORS INC | History | Added to | 758 | 419 | 0.0% | 0.0% | 173 | +8 | 1.07% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 747 | 413 | 0.01% | 0.01% | 175 | +266 | 55.3% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 748 | 413 | 0.0% | 0.0% | 174 | +66 | 9.68% | Q4 2025 | Feb 03, 2026 |
| PharVision Advisers, LLC | History | New | 745 | 412 | 0.21% | — | 176 | +745 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | New | 741 | 410 | 0.01% | — | 177 | +741 | New | Q4 2025 | Feb 18, 2026 |
| Brooklyn Investment Group | History | New | 718 | 406 | 0.02% | — | 179 | +718 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 735 | 406 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wedmont Private Capital | History | Reduced | 707 | 398 | 0.01% | 0.02% | 180 | -1 | -0.14% | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | No change | 709 | 392 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Morningstar Investment Management LLC | History | No change | 696 | 385 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 690 | 381 | 0.0% | 0.0% | 183 | -1 | -0.14% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 659 | 364 | 0.0% | 0.0% | 185 | +29 | 4.6% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 659 | 364 | 0.0% | 0.0% | 184 | +19 | 2.97% | Q4 2025 | Jan 20, 2026 |
| NOMURA HOLDINGS INC | History | New | 656 | 362 | 0.0% | — | 186 | +656 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 655 | 362 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SP Asset Management LLC | History | Reduced | 627 | 346 | 0.03% | 0.07% | 188 | -673 | -51.77% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 625 | 345 | 0.0% | 0.0% | 189 | -44 | -6.58% | Q4 2025 | Feb 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 612 | 338 | 0.0% | 0.0% | 190 | -58 | -8.66% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 586 | 324 | 0.0% | 0.0% | 191 | +192 | 48.73% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 583 | 322 | 0.05% | 0.04% | 192 | +148 | 34.02% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 569 | 314 | 0.0% | 0.0% | 193 | +11 | 1.97% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 550 | 304 | 0.02% | 0.03% | 194 | -4 | -0.72% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | New | 548 | 303 | 0.03% | — | 195 | +548 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | New | 548 | 303 | 0.07% | — | 196 | +548 | New | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 525 | 295 | 0.03% | 0.03% | 197 | +76 | 16.93% | Q4 2025 | Jan 12, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 525 | 290 | 0.08% | 0.11% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 521 | 288 | 0.0% | 0.0% | 199 | -6 | -1.14% | Q4 2025 | Jan 26, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 517 | 286 | 0.01% | 0.01% | 200 | -5 | -0.96% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 516 | 285 | 0.0% | 0.0% | 201 | -41 | -7.36% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 513 | 284 | 0.0% | 0.0% | 203 | +33 | 6.88% | Q4 2025 | Feb 13, 2026 |
| Abacus Planning Group, Inc. | History | No change | 515 | 284 | 0.04% | 0.05% | 202 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sagewood Asset Management LP | History | New | 510 | 282 | 0.1% | — | 204 | +510 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 506 | 279 | 0.0% | 0.0% | 205 | +16 | 3.27% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 500 | 276 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 500 | 276 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| bLong Financial, LLC | History | No change | 500 | 276 | 0.19% | 0.23% | 208 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 490 | 271 | 0.0% | 0.0% | 209 | -39 | -7.37% | Q4 2025 | Feb 17, 2026 |
| Stirlingshire Investments, Inc. | History | New | 476 | 263 | 0.23% | — | 210 | +476 | New | Q4 2025 | Feb 11, 2026 |
| Farringdon Capital, Ltd. | History | New | 468 | 258 | 0.06% | — | 211 | +468 | New | Q4 2025 | Feb 17, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Reduced | 467 | 258 | 0.03% | 0.04% | 212 | -40 | -7.89% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 435 | 240 | 0.0% | 0.0% | 213 | +11 | 2.59% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 433 | 239 | 0.03% | 0.05% | 215 | -25 | -5.46% | Q4 2025 | Feb 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 432 | 239 | 0.11% | 0.08% | 214 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 414 | 232 | 0.0% | 0.0% | 216 | +34 | 8.95% | Q4 2025 | Feb 18, 2026 |
| CFC Planning Co LLC | History | Added to | 415 | 229 | 0.17% | 0.2% | 217 | +38 | 10.08% | Q4 2025 | Jan 30, 2026 |
| Fieldview Capital Management, LLC | History | New | 409 | 226 | 0.04% | — | 218 | +409 | New | Q4 2025 | Feb 13, 2026 |
| Grant Private Wealth Management Inc | History | No change | 409 | 226 | 0.14% | 0.17% | 219 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 408 | 225 | 0.0% | 0.0% | 220 | -69 | -14.47% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 405 | 224 | 0.0% | — | 221 | +405 | New | Q4 2025 | Feb 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 405 | 224 | 0.04% | 0.04% | 222 | +1 | 0.25% | Q4 2025 | Jan 07, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 404 | 223 | 0.0% | 0.0% | 223 | -382 | -48.6% | Q4 2025 | Feb 11, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 405 | 223 | 0.03% | 0.04% | 224 | +1 | 0.25% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 401 | 221 | 0.0% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 400 | 221 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 388 | 219 | 0.03% | 0.04% | 227 | -5,371 | -93.26% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Reduced | 389 | 215 | 0.0% | 0.01% | 228 | -1 | -0.26% | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 388 | 214 | 0.0% | 0.0% | 229 | -26 | -6.28% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 384 | 212 | 0.0% | 0.0% | 230 | +4 | 1.05% | Q4 2025 | Feb 05, 2026 |
| JB Capital LLC | History | Added to | 381 | 210 | 0.01% | 0.01% | 231 | +1 | 0.26% | Q4 2025 | Jan 20, 2026 |
| Fairman Group, LLC | History | No change | 375 | 207 | 0.17% | 0.2% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 373 | 206 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 372 | 205 | 0.0% | 0.0% | 234 | -11 | -2.87% | Q4 2025 | Feb 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 368 | 203 | 0.09% | 0.08% | 235 | +126 | 52.07% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 364 | 201 | 0.02% | 0.03% | 236 | -127 | -25.87% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 350 | 193 | 0.0% | 0.0% | 237 | -176 | -33.46% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 350 | 193 | 0.0% | 0.0% | 238 | -30 | -7.89% | Q4 2025 | Jan 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 340 | 188 | 0.02% | 0.15% | 239 | -1,971 | -85.29% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Reduced | 294 | 162 | 0.0% | 0.01% | 240 | -461 | -61.06% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 272 | 150 | 0.0% | 0.0% | 241 | +2 | 0.74% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 262 | 144 | 0.0% | 0.0% | 242 | -5 | -1.87% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 255 | 141 | 0.0% | 0.0% | 243 | -1 | -0.39% | Q4 2025 | Feb 06, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 211 | 116 | 0.01% | 0.02% | 244 | -199 | -48.54% | Q4 2025 | Jan 28, 2026 |
| Financial Perspectives, Inc | History | No change | 206 | 114 | 0.03% | 0.04% | 245 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 200 | 110 | 0.01% | 0.0% | 246 | +120 | 150.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 186 | 102 | 0.0% | 0.0% | 247 | +119 | 177.61% | Q4 2025 | Jan 23, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 172 | 95 | 0.27% | 0.32% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | New | 169 | 94 | 0.0% | — | 249 | +169 | New | Q4 2025 | Feb 06, 2026 |
| AlphaQuest LLC | History | Reduced | 170 | 94 | 0.01% | 0.01% | 250 | -92 | -35.11% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 164 | 90 | 0.0% | 0.0% | 251 | +133 | 429.03% | Q4 2025 | Feb 03, 2026 |
| GAMMA Investing LLC | History | Reduced | 157 | 86 | 0.0% | 0.01% | 252 | -1 | -0.63% | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 139 | 76 | 0.0% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Havemeyer Place LP | History | New | 121 | 66 | 0.01% | — | 255 | +121 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 120 | 66 | 0.0% | 0.0% | 254 | -22 | -15.49% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 118 | 65 | 0.0% | — | 256 | +118 | New | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 116 | 64 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 113 | 63 | 0.0% | 0.01% | 259 | -245 | -68.44% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 115 | 63 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 112 | 61 | 0.0% | — | 260 | +112 | New | Q4 2025 | Feb 05, 2026 |
| Wahed Invest LLC | History | Reduced | 110 | 60 | 0.01% | 0.01% | 261 | -5 | -4.35% | Q4 2025 | Feb 18, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 105 | 58 | 0.01% | — | 262 | +105 | New | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 102 | 57 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STRS OHIO | History | No change | 101 | 55 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 83 | 46 | 0.0% | 0.0% | 265 | +22 | 36.07% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 80 | 44 | 0.0% | 0.0% | 267 | -120 | -60.0% | Q4 2025 | Feb 17, 2026 |
| Greenline Wealth Management LLC | History | New | 80 | 44 | 0.05% | — | 269 | +80 | New | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 79 | 44 | 0.0% | 0.0% | 266 | +54 | 216.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 79 | 44 | 0.0% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 76 | 42 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 75 | 41 | 0.01% | 0.01% | 271 | +25 | 50.0% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 71 | 39 | 0.0% | 0.0% | 272 | +50 | 238.1% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 69 | 38 | 0.01% | 0.01% | 273 | -6 | -8.0% | Q4 2025 | Jan 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 70 | 38 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 60 | 33 | 0.0% | 0.0% | 275 | -189 | -75.9% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 57 | 31 | 0.0% | 0.0% | 276 | +6 | 11.76% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 55 | 30 | 0.0% | 0.0% | 277 | +5 | 10.0% | Q4 2025 | Feb 18, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 56 | 30 | 0.01% | 0.02% | 278 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 50 | 27 | 0.0% | 0.0% | 280 | -13 | -20.63% | Q4 2025 | Jan 27, 2026 |
| Quarry LP | History | Reduced | 50 | 27 | 0.0% | 0.01% | 279 | -1 | -1.96% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 46 | 25 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Added to | 45 | 24 | 0.0% | 0.0% | 282 | +21 | 87.5% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | No change | 37 | 21 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 38 | 21 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WealthCollab, LLC | History | No change | 38 | 21 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 36 | 19 | 0.0% | 0.0% | 287 | +3 | 9.09% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 35 | 19 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 34 | 18 | 0.0% | 0.0% | 288 | +18 | 112.5% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 34 | 18 | 0.0% | 0.0% | 289 | +10 | 41.67% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 30 | 16 | 0.0% | 0.0% | 291 | +24 | 400.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 30 | 16 | 0.01% | 0.01% | 292 | +10 | 50.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 29 | 16 | 0.0% | 0.0% | 290 | -8 | -21.62% | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | Reduced | 26 | 14 | 0.0% | 0.0% | 293 | -8 | -23.53% | Q4 2025 | Jan 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 25 | 13 | 0.0% | — | 294 | +25 | New | Q4 2025 | Feb 13, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | New | 25 | 13 | 0.0% | — | 296 | +25 | New | Q4 2025 | Feb 13, 2026 |
| DT Investment Partners, LLC | History | No change | 24 | 13 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22 | 12 | 0.0% | 0.0% | 297 | +19 | 633.33% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 22 | 12 | 0.0% | 0.0% | 299 | +12 | 120.0% | Q4 2025 | Feb 20, 2026 |
| Penserra Capital Management LLC | History | Reduced | 22 | 12 | 0.0% | 0.0% | 298 | -1 | -4.35% | Q4 2025 | Feb 12, 2026 |
| Torren Management, LLC | History | New | 21 | 11 | 0.01% | — | 302 | +21 | New | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 20 | 11 | 0.0% | — | 301 | +20 | New | Q4 2025 | Jan 23, 2026 |
| Aviso Financial Inc. | History | No change | 20 | 11 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 19 | 10 | 0.0% | 0.0% | 303 | +6 | 46.15% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 18 | 9 | 0.0% | — | 305 | +18 | New | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 16 | 9 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sachetta, LLC | History | No change | 18 | 9 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Darwin Wealth Management, LLC | History | New | 15 | 8 | 0.0% | — | 308 | +15 | New | Q4 2025 | Jan 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 15 | 8 | 0.0% | — | 309 | +15 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 15 | 8 | 0.0% | 0.0% | 307 | +1 | 7.14% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 13 | 7 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 11 | 6 | 0.0% | — | 311 | +11 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 10 | 5 | 0.0% | 0.0% | 312 | +6 | 150.0% | Q4 2025 | Feb 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 10 | 5 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 10 | 5 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 8 | 4 | 0.0% | — | 315 | +8 | New | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 6 | 3 | 0.0% | — | 318 | +6 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 6 | 3 | 0.0% | — | 320 | +6 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7 | 3 | 0.0% | 0.0% | 316 | -4 | -36.36% | Q4 2025 | Jan 07, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 7 | 3 | 0.0% | 0.0% | 317 | -1 | -12.5% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | No change | 6 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 4 | 2 | 0.0% | 0.0% | 321 | -59 | -93.65% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4 | 2 | 0.0% | 0.0% | 326 | -19 | -82.61% | Q4 2025 | Jan 13, 2026 |
| SageView Advisory Group, LLC | History | New | 4 | 2 | 0.0% | — | 327 | +4 | New | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 4 | 2 | 0.0% | 0.0% | 323 | -3 | -42.86% | Q4 2025 | Feb 13, 2026 |
| Winthrop Capital Management, LLC | History | New | 3 | 2 | 0.0% | — | 329 | +3 | New | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | No change | 4 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 5 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Aspect Partners, LLC | History | No change | 4 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2 | 1 | 0.0% | — | 333 | +2 | New | Q4 2025 | Feb 06, 2026 |
| Investors Portfolio Services LLC | History | New | 2 | 1 | 0.0% | — | 337 | +2 | New | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clearstead Trust, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 3 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 62.17% | — | -20,271 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.1% | — | -14,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.26% | — | -10,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -7,076 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,591 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bellwether Advisors, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -5,192 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,930 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Zurich Insurance Group Ltd/FI | History | Closed out | 0 | 0 | — | 0.02% | — | -4,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.19% | — | -3,448 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,264 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,692 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,627 | -100.0% | Q3 2025 | Nov 17, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,513 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 1.45% | — | -2,274 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Range Financial Group LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -2,222 | -100.0% | Q3 2025 | Oct 17, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,180 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -1,706 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -1,357 | -100.0% | Q3 2025 | Nov 10, 2025 |
| O'Neil Global Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -1,286 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.13% | — | -1,046 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.25% | — | -984 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -894 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -876 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -833 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -788 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -784 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -742 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -700 | -100.0% | Q3 2025 | Nov 07, 2025 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -670 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allen Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q3 2025 | Nov 06, 2025 |
| RHS Financial, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -614 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -562 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -485 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -466 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -407 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TABR Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -389 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CONWAY CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -365 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ANCHOR CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -356 | -100.0% | Q3 2025 | Oct 30, 2025 |
| D'Orazio & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -353 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -349 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -344 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -326 | -100.0% | Q3 2025 | Oct 16, 2025 |
| one8zero8, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -325 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -316 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -248 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -100 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -80 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UMB Bank, n.a. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 14, 2025 |
| AdvisorNet Financial, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |