UMB FINANCIAL CORP - UMBF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 | 9,116,360 | 1,048,746 | 0.02% | 0.02% | 1 | +77,731 | 0.86% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 7,684,774 | 884,056 | 0.01% | 0.01% | 2 | -84,055 | -1.08% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Added to | 4,809,824 | 553,322 | 7.36% | 7.52% | 3 | +493,875 | 11.44% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 4,182,520 | 482,907 | 0.02% | 0.02% | 4 | -51,133 | -1.21% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,854,927 | 328,439 | 0.07% | 0.07% | 5 | +22,100 | 0.78% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,635,503 | 303,188 | 0.02% | 0.01% | 6 | +387,925 | 17.26% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,590,780 | 298,043 | 0.05% | 0.06% | 7 | -508,018 | -16.39% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,907,978 | 219,529 | 0.01% | 0.01% | 8 | +33,078 | 1.76% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,743,903 | 200,618 | 0.15% | 0.16% | 9 | -88,771 | -4.84% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,650,076 | 192,200 | 0.31% | 0.33% | 10 | -105,420 | -6.01% | Q4 2025 | Jan 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,511,248 | 173,853 | 0.09% | 0.1% | 11 | -83,132 | -5.21% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,442,873 | 165,988 | 0.05% | 0.05% | 12 | -12,284 | -0.84% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,306,642 | 150,316 | 0.64% | 0.7% | 13 | -65,011 | -4.74% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,241,165 | 142,783 | 0.02% | 0.02% | 14 | +358,318 | 40.59% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,103,086 | 126,899 | 0.07% | 0.08% | 15 | -118,977 | -9.74% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 960,831 | 110,533 | 0.02% | 0.02% | 16 | -13,668 | -1.4% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 853,298 | 98,163 | 0.01% | 0.01% | 17 | -75,858 | -8.16% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 816,382 | 93,916 | 0.01% | 0.01% | 18 | +90,689 | 12.5% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 806,423 | 92,770 | 0.01% | 0.01% | 19 | -38,016 | -4.5% | Q4 2025 | Mar 25, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 803,251 | 92,405 | 0.07% | 0.05% | 20 | +222,325 | 38.27% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 790,745 | 90,967 | 0.02% | 0.02% | 21 | +62,449 | 8.57% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 746,569 | 85,885 | 0.01% | — | 22 | +746,569 | New | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 727,019 | 83,636 | 0.04% | 0.04% | 23 | -24,258 | -3.23% | Q4 2025 | Feb 02, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 718,277 | 82,631 | 0.71% | 0.78% | 24 | -24,681 | -3.32% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 649,729 | 74,744 | 0.01% | 0.01% | 25 | -63,928 | -8.96% | Q4 2025 | Feb 17, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 632,216 | 72,730 | 4.44% | 4.36% | 26 | -11,628 | -1.81% | Q4 2025 | Feb 11, 2026 |
| Clearbridge Investments, LLC | History | Added to | 614,037 | 70,638 | 0.06% | 0.05% | 27 | +9,147 | 1.51% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 553,541 | 63,679 | 0.01% | 0.01% | 28 | -18,000 | -3.15% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 480,513 | 56,066 | 0.04% | — | 29 | +480,513 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 486,066 | 55,919 | 0.01% | 0.0% | 30 | +238,173 | 96.08% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 459,419 | 52,851 | 0.1% | 0.11% | 31 | -647 | -0.14% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 422,065 | 48,554 | 0.06% | 0.01% | 32 | +388,253 | 1148.27% | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 380,211 | 43,739 | 0.07% | 0.05% | 33 | +114,279 | 42.97% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 369,059 | 42,456 | 0.0% | 0.0% | 34 | +52,121 | 16.45% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 362,118 | 41,658 | 0.34% | 0.02% | 35 | +340,316 | 1560.94% | Q4 2025 | Feb 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 353,241 | 40,636 | 0.01% | 0.01% | 36 | -12,462 | -3.41% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Reduced | 352,785 | 40,584 | 0.01% | 0.01% | 37 | -26,076 | -6.88% | Q4 2025 | Jan 29, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 348,236 | 40,061 | 1.44% | 1.45% | 38 | -9,484 | -2.65% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 346,704 | 39,884 | 0.01% | 0.01% | 39 | +26,792 | 8.37% | Q4 2025 | Feb 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 345,835 | 39,784 | 0.94% | 1.0% | 40 | -528 | -0.15% | Q4 2025 | Feb 09, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 336,712 | 38,735 | 3.2% | 3.27% | 41 | -1,340 | -0.4% | Q4 2025 | Feb 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 309,657 | 35,622 | 0.06% | 0.08% | 42 | -26,299 | -7.83% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Added to | 283,113 | 32,569 | 0.0% | 0.0% | 43 | +23,566 | 9.08% | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 275,603 | 31,705 | 0.01% | 0.01% | 44 | -2,194 | -0.79% | Q4 2025 | Feb 18, 2026 |
| EMERALD ADVISERS, LLC | History | Added to | 275,296 | 31,670 | 0.98% | 0.8% | 45 | +65,733 | 31.37% | Q4 2025 | Feb 09, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 266,751 | 30,687 | 0.01% | 0.01% | 46 | -19,930 | -6.95% | Q4 2025 | Feb 09, 2026 |
| Boston Trust Walden Corp | History | Reduced | 237,130 | 27,279 | 0.21% | 0.22% | 47 | -15,792 | -6.24% | Q4 2025 | Jan 28, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 229,589 | 26,411 | 4.9% | 5.13% | 48 | -500 | -0.22% | Q4 2025 | Feb 06, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 225,846 | 25,981 | 0.07% | 0.08% | 49 | -23,280 | -9.34% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 224,506 | 25,827 | 0.02% | 0.02% | 50 | -16,288 | -6.76% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 211,046 | 24,279 | 0.02% | 0.01% | 51 | +22,746 | 12.08% | Q4 2025 | Feb 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 205,651 | 23,658 | 0.0% | 0.0% | 52 | +23,941 | 13.18% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 194,472 | 22,374 | 0.02% | 0.03% | 53 | -5,002 | -2.51% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 193,936 | 22,310 | 0.03% | 0.03% | 54 | -1,148 | -0.59% | Q4 2025 | Feb 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 185,085 | 21,595 | 0.04% | 0.05% | 55 | +1,285 | 0.7% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 184,957 | 21,277 | 0.01% | 0.0% | 56 | +12,158 | 7.04% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 184,522 | 21,227 | 0.0% | 0.0% | 57 | +530 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | History | No change | 170,440 | 19,607 | 6.21% | 7.1% | 58 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 162,175 | 18,656 | 0.56% | 0.42% | 59 | +7,725 | 5.0% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 160,990 | 18,520 | 0.03% | 0.05% | 60 | -92,718 | -36.55% | Q4 2025 | Feb 12, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 158,617 | 18,247 | 0.89% | 0.69% | 61 | +45,301 | 39.98% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 156,448 | 17,997 | 0.01% | 0.01% | 62 | -26,273 | -14.38% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 149,820 | 17,235 | 0.01% | 0.01% | 63 | +2,600 | 1.77% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 149,473 | 17,195 | 0.01% | 0.01% | 64 | -38,709 | -20.57% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 139,270 | 16,021 | 0.02% | 0.02% | 65 | +31,200 | 28.87% | Q4 2025 | Feb 12, 2026 |
| Gator Capital Management, LLC | History | Added to | 136,130 | 15,660 | 3.17% | 3.05% | 66 | +34,480 | 33.92% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | New | 133,999 | 15,415 | 0.06% | — | 67 | +133,999 | New | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 129,530 | 14,901 | 1.47% | 1.49% | 68 | -9,347 | -6.73% | Q4 2025 | Jan 27, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 127,893 | 14,712 | 0.01% | 0.01% | 69 | +180 | 0.14% | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 117,591 | 13,527 | 0.1% | 0.09% | 70 | -234 | -0.2% | Q4 2025 | Jan 09, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 115,120 | 13,243 | 0.54% | 0.56% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 113,677 | 13,077 | 0.0% | 0.0% | 72 | -19,204 | -14.45% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Reduced | 102,000 | 11,734 | 0.04% | 0.05% | 73 | -17,700 | -14.79% | Q4 2025 | Feb 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 100,127 | 11,518 | 0.12% | 0.13% | 74 | -6,744 | -6.31% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | New | 96,625 | 11,115 | 0.01% | — | 75 | +96,625 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 89,725 | 10,321 | 0.0% | 0.0% | 76 | -15,532 | -14.76% | Q4 2025 | Feb 11, 2026 |
| Retirement Systems of Alabama | History | Reduced | 85,689 | 9,857 | 0.03% | 0.03% | 77 | -605 | -0.7% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Added to | 83,977 | 9,660 | 0.01% | 0.01% | 78 | +4,667 | 5.88% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 80,763 | 9,292 | 0.0% | 0.0% | 79 | -4,620 | -5.41% | Q4 2025 | Feb 17, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Reduced | 78,245 | 9,001 | 1.64% | 2.17% | 80 | -19,273 | -19.76% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 73,741 | 8,483 | 0.04% | 0.04% | 81 | -4,130 | -5.3% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 72,642 | 8,356 | 0.01% | — | 82 | +72,642 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 71,181 | 8,188 | 0.01% | 0.01% | 83 | -63 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 71,101 | 8,179 | 0.03% | 0.03% | 84 | -17,451 | -19.71% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 69,930 | 8,044 | 0.01% | 0.01% | 85 | +31,230 | 80.7% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 68,740 | 7,907 | 0.27% | 0.33% | 86 | -2,196 | -3.1% | Q4 2025 | Feb 17, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 65,000 | 7,477 | 1.33% | 1.27% | 87 | -6,000 | -8.45% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 61,925 | 7,123 | 0.0% | 0.0% | 88 | +1,462 | 2.42% | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 60,523 | 6,962 | 0.01% | 0.01% | 89 | +596 | 0.99% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 60,476 | 6,957 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 58,833 | 6,768 | 0.01% | 0.01% | 91 | +2,443 | 4.33% | Q4 2025 | Feb 10, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 55,956 | 6,437 | 0.71% | 0.81% | 92 | -165 | -0.29% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 55,752 | 6,413 | 0.01% | 0.01% | 93 | +605 | 1.1% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 55,276 | 6,359 | 0.01% | 0.01% | 94 | -264 | -0.48% | Q4 2025 | Feb 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 55,276 | 6,358 | 0.03% | 0.03% | 95 | +2,742 | 5.22% | Q4 2025 | Feb 09, 2026 |
| Vest Financial, LLC | History | Added to | 53,104 | 6,109 | 0.08% | 0.05% | 96 | +17,899 | 50.84% | Q4 2025 | Jan 30, 2026 |
| Karl Kapital LLC | History | New | 51,728 | 5,950 | 5.28% | — | 97 | +51,728 | New | Q4 2025 | Feb 17, 2026 |
| Triveni Capital Investments LP | History | New | 50,932 | 5,859 | 4.37% | — | 98 | +50,932 | New | Q4 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 49,980 | 5,749 | 0.1% | 0.1% | 99 | +1,782 | 3.7% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | Reduced | 49,656 | 5,712 | 0.07% | 0.08% | 100 | -1,480 | -2.89% | Q4 2025 | Feb 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 49,145 | 5,653 | 0.12% | 0.13% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 48,851 | 5,619 | 0.17% | 0.18% | 102 | -2,415 | -4.71% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 48,264 | 5,552 | 0.01% | 0.01% | 103 | +5,024 | 11.62% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 46,745 | 5,377 | 0.22% | 0.23% | 104 | +858 | 1.87% | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 46,131 | 5,306 | 0.02% | 0.02% | 105 | +1,963 | 4.44% | Q4 2025 | Feb 12, 2026 |
| FIL Ltd | History | New | 45,000 | 5,176 | 0.0% | — | 106 | +45,000 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 44,715 | 5,144 | 0.06% | 0.06% | 107 | -1,211 | -2.64% | Q4 2025 | Feb 02, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 44,054 | 5,067 | 0.62% | 0.69% | 108 | -10,000 | -18.5% | Q4 2025 | Feb 13, 2026 |
| Phocas Financial Corp. | History | Reduced | 43,404 | 4,993 | 0.65% | 0.67% | 109 | -104 | -0.24% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 42,592 | 4,899 | 0.02% | 0.02% | 110 | -6,835 | -13.83% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 41,703 | 4,797 | 0.0% | 0.0% | 111 | +7,476 | 21.84% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 40,597 | 4,668 | 0.01% | 0.01% | 112 | -8,832 | -17.87% | Q4 2025 | Feb 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 38,261 | 4,401 | 0.04% | 0.03% | 113 | +11,083 | 40.78% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Reduced | 36,461 | 4,193 | 0.0% | 0.01% | 114 | -10,476 | -22.32% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 33,783 | 3,886 | 0.01% | 0.01% | 115 | +5 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 33,776 | 3,885 | 0.0% | — | 116 | +33,776 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 33,738 | 3,881 | 0.0% | — | 117 | +33,738 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 33,627 | 3,868 | 0.02% | 0.02% | 118 | -593 | -1.73% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 33,001 | 3,795 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 28,248 | 3,591 | 0.01% | 0.01% | 120 | -1,209 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 31,012 | 3,569 | 0.0% | 0.0% | 121 | +1,455 | 4.92% | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Added to | 30,826 | 3,546 | 0.01% | 0.01% | 122 | +7,996 | 35.02% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 30,593 | 3,519 | 0.01% | 0.01% | 123 | -35,336 | -53.6% | Q4 2025 | Jan 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 30,442 | 3,502 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 30,106 | 3,463 | 0.02% | 0.03% | 125 | -1,168 | -3.73% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Reduced | 29,901 | 3,439 | 0.02% | 0.03% | 126 | -8,792 | -22.72% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 28,882 | 3,340 | 0.1% | 0.14% | 127 | +10,650 | 58.41% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | New | 27,900 | 3,209 | 0.01% | — | 128 | +27,900 | New | Q4 2025 | Feb 13, 2026 |
| FJ Capital Management LLC | History | No change | 26,549 | 3,054 | 0.34% | 0.34% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,416 | 3,038 | 0.0% | 0.0% | 130 | -15,644 | -37.19% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 26,277 | 3,023 | 0.04% | 0.04% | 131 | -1,391 | -5.03% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 26,251 | 3,019 | 0.0% | 0.0% | 132 | +6,275 | 31.41% | Q4 2025 | Feb 13, 2026 |
| Friday Financial | History | Added to | 25,900 | 2,979 | 1.05% | 1.27% | 133 | +341 | 1.33% | Q4 2025 | Jan 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 25,144 | 2,892 | 0.13% | 0.13% | 134 | -609 | -2.36% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 24,876 | 2,863 | 0.01% | — | 135 | +24,876 | New | Q4 2025 | Feb 13, 2026 |
| Petiole USA ltd | History | No change | 24,122 | 2,774 | 1.8% | 1.97% | 136 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 23,919 | 2,751 | 0.01% | 0.01% | 137 | +2,981 | 14.24% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 22,122 | 2,665 | 0.03% | 0.03% | 138 | -345 | -1.54% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Reduced | 23,164 | 2,664 | 0.0% | 0.01% | 139 | -3,850 | -14.25% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 22,932 | 2,638 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 22,877 | 2,631 | 0.0% | 0.0% | 141 | +163 | 0.72% | Q4 2025 | Feb 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 21,406 | 2,462 | 0.02% | 0.03% | 142 | -7,897 | -26.95% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 21,197 | 2,439 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 21,201 | 2,438 | 0.0% | 0.0% | 144 | -3,100 | -12.76% | Q4 2025 | Feb 10, 2026 |
| Diversified Portfolios, Inc. | History | No change | 21,106 | 2,428 | 0.2% | 0.22% | 145 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arizona State Retirement System | History | Reduced | 21,054 | 2,422 | 0.01% | 0.01% | 146 | -1,354 | -6.04% | Q4 2025 | Jan 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 21,036 | 2,419 | 0.02% | 0.02% | 147 | -27 | -0.13% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 20,790 | 2,392 | 0.01% | 0.01% | 148 | +2,800 | 15.56% | Q4 2025 | Feb 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 20,705 | 2,381 | 0.01% | 0.01% | 149 | +886 | 4.47% | Q4 2025 | Jan 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 20,572 | 2,366 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 19,940 | 2,293 | 0.02% | 0.02% | 151 | -342 | -1.69% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 19,800 | 2,277 | 0.04% | 0.04% | 152 | -100 | -0.5% | Q4 2025 | Jan 16, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 19,692 | 2,265 | 0.38% | 0.81% | 153 | -22,167 | -52.96% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,606 | 2,255 | 0.0% | 0.0% | 154 | +917 | 4.91% | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management LLC | History | Added to | 19,272 | 2,217 | 1.12% | 0.89% | 155 | +3,669 | 23.51% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 19,089 | 2,195 | 0.07% | 0.07% | 156 | -365 | -1.88% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 18,876 | 2,179 | 0.01% | 0.01% | 157 | -245 | -1.28% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,129 | 2,079 | 0.0% | 0.0% | 158 | -866 | -4.81% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 17,867 | 2,055 | 0.01% | 0.01% | 159 | -451 | -2.46% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 17,688 | 2,034 | 0.06% | 0.06% | 160 | +1,128 | 6.81% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 17,095 | 1,972 | 0.01% | 0.01% | 161 | +1,300 | 8.23% | Q4 2025 | Jan 28, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 16,841 | 1,937 | 0.01% | 0.01% | 162 | -200 | -1.17% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 16,802 | 1,932 | 0.02% | 0.02% | 163 | +352 | 2.14% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 16,752 | 1,927 | 0.0% | 0.0% | 164 | +9,557 | 132.83% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 15,974 | 1,837 | 0.02% | 0.03% | 165 | +66 | 0.41% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,550 | 1,788 | 0.0% | 0.0% | 166 | -216 | -1.37% | Q4 2025 | Jan 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 14,216 | 1,635 | 0.02% | 0.02% | 167 | -200 | -1.39% | Q4 2025 | Feb 04, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,900 | 1,599 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 13,874 | 1,596 | 0.0% | 0.01% | 169 | -805 | -5.48% | Q4 2025 | Jan 26, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 13,866 | 1,595 | 0.02% | 0.02% | 170 | -2,130 | -13.32% | Q4 2025 | Feb 05, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 13,600 | 1,564 | 2.27% | 1.26% | 171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,568 | 1,560 | 0.02% | 0.0% | 172 | +13,319 | 5349.0% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,115 | 1,508 | 0.01% | 0.01% | 173 | -868 | -6.21% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,843 | 1,477 | 0.0% | 0.0% | 174 | -253 | -1.93% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,771 | 1,469 | 0.0% | 0.01% | 175 | -1,688 | -11.67% | Q4 2025 | Jan 09, 2026 |
| Steele Capital Management, Inc. | History | Added to | 12,367 | 1,428 | 0.06% | 0.07% | 176 | +4 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 11,995 | 1,379 | 0.0% | 0.0% | 177 | +3,582 | 42.58% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Added to | 11,818 | 1,359 | 0.07% | 0.05% | 178 | +2,939 | 33.1% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,648 | 1,340 | 0.0% | 0.01% | 179 | -3,183 | -21.46% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 11,601 | 1,334 | 0.0% | 0.01% | 180 | -6,599 | -36.26% | Q4 2025 | Jan 28, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 11,420 | 1,313 | 0.0% | 0.0% | 181 | +460 | 4.2% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10,995 | 1,264 | 0.16% | 0.18% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,768 | 1,238 | 0.02% | 0.02% | 183 | -1,328 | -10.98% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 10,729 | 1,234 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HRT FINANCIAL LP | History | Reduced | 10,662 | 1,226 | 0.0% | 0.01% | 185 | -7,433 | -41.08% | Q4 2025 | Feb 12, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 10,410 | 1,197 | 0.08% | 0.08% | 186 | +500 | 5.05% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,125 | 1,165 | 0.0% | 0.0% | 187 | +1,512 | 17.55% | Q4 2025 | Feb 05, 2026 |
| Bayview Asset Management, LLC | History | Added to | 10,000 | 1,150 | 0.27% | 0.17% | 188 | +4,259 | 74.19% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | No change | 9,939 | 1,143 | 0.06% | 0.07% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,869 | 1,135 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 9,749 | 1,121 | 0.0% | 0.0% | 191 | +26 | 0.27% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,713 | 1,117 | 0.0% | 0.01% | 192 | -76 | -0.78% | Q4 2025 | Feb 18, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 9,644 | 1,109 | 0.02% | 0.02% | 193 | +1,567 | 19.4% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 9,604 | 1,104 | 0.03% | — | 194 | +9,604 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,388 | 1,079 | 0.01% | 0.01% | 195 | -488 | -4.94% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,016 | 1,018 | 0.0% | 0.0% | 196 | -1,620 | -15.23% | Q4 2025 | Feb 06, 2026 |
| XPONANCE LLC | History | Reduced | 8,831 | 1,015 | 0.01% | 0.01% | 197 | -1,393 | -13.62% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 8,541 | 982 | 0.0% | 0.0% | 198 | -849 | -9.04% | Q4 2025 | Feb 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,378 | 963 | 0.02% | 0.02% | 199 | +533 | 6.79% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 8,187 | 941 | 0.03% | 0.03% | 200 | +572 | 7.51% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,976 | 917 | 0.0% | 0.0% | 201 | -21,091 | -72.56% | Q4 2025 | Feb 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 7,800 | 897 | 0.0% | — | 202 | +7,800 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 7,551 | 884 | 0.01% | 0.01% | 203 | -75 | -0.98% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 7,641 | 879 | 0.01% | 0.01% | 204 | -121 | -1.56% | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 7,568 | 870 | 0.02% | — | 205 | +7,568 | New | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,556 | 869 | 0.0% | 0.0% | 206 | +1,605 | 26.97% | Q4 2025 | Feb 17, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 7,402 | 851 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Reduced | 7,302 | 840 | 0.69% | 2.92% | 208 | -23,200 | -76.06% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 7,178 | 825 | 0.0% | 0.0% | 209 | +2,370 | 49.29% | Q4 2025 | Jan 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 7,147 | 822 | 0.02% | 0.02% | 210 | +167 | 2.39% | Q4 2025 | Feb 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,136 | 820 | 0.01% | 0.01% | 211 | -665 | -8.52% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,050 | 811 | 0.0% | 0.0% | 212 | -416 | -5.57% | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 6,946 | 799 | 0.03% | 0.03% | 213 | -71 | -1.01% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,907 | 794 | 0.0% | 0.0% | 214 | -73,521 | -91.41% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 6,816 | 784 | 0.0% | — | 215 | +6,816 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,424 | 739 | 0.01% | 0.01% | 216 | +112 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,351 | 730 | 0.0% | 0.0% | 217 | +2,944 | 86.41% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,070 | 698 | 0.01% | 0.01% | 218 | -79 | -1.28% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,856 | 673 | 0.0% | 0.0% | 219 | -1,738 | -22.89% | Q4 2025 | Feb 06, 2026 |
| Man Group plc | History | New | 5,770 | 663 | 0.0% | — | 220 | +5,770 | New | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 5,562 | 639 | 0.04% | 0.04% | 221 | +241 | 4.53% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,486 | 631 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,372 | 618 | 0.0% | 0.0% | 223 | +258 | 5.04% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,181 | 596 | 0.0% | — | 224 | +5,181 | New | Q4 2025 | Feb 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,140 | 591 | 0.0% | 0.0% | 225 | +354 | 7.4% | Q4 2025 | Jan 30, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 5,135 | 590 | 0.02% | 0.02% | 226 | -200 | -3.75% | Q4 2025 | Feb 04, 2026 |
| Whelan Financial | History | Added to | 5,007 | 576 | 0.18% | 0.19% | 227 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 4,968 | 571 | 0.04% | 0.04% | 228 | -134 | -2.63% | Q4 2025 | Feb 18, 2026 |
| KLCM Advisors, Inc. | History | No change | 4,878 | 561 | 0.05% | 0.06% | 229 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,863 | 559 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 4,811 | 553 | 0.0% | — | 231 | +4,811 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 4,823 | 550 | 0.0% | 0.0% | 232 | +1,701 | 54.48% | Q4 2025 | Feb 17, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 4,732 | 544 | 0.05% | 0.05% | 233 | -119 | -2.45% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 4,556 | 530 | 0.0% | — | 234 | +4,556 | New | Q4 2025 | Feb 18, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,465 | 513 | 0.03% | 0.04% | 235 | -462 | -9.38% | Q4 2025 | Feb 05, 2026 |
| Trust Point Inc. | History | Reduced | 4,403 | 506 | 0.04% | 0.04% | 236 | -115 | -2.55% | Q4 2025 | Jan 13, 2026 |
| Abel Hall, LLC | History | Added to | 4,364 | 502 | 0.12% | 0.08% | 237 | +2,653 | 155.06% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,352 | 501 | 0.0% | 0.0% | 238 | -27 | -0.62% | Q4 2025 | Jan 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 4,342 | 499 | 0.03% | 0.03% | 239 | +252 | 6.16% | Q4 2025 | Jan 29, 2026 |
| Stembrook Asset Management, LLC | History | New | 4,269 | 491 | 0.46% | — | 240 | +4,269 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,249 | 488 | 0.0% | 0.0% | 241 | -113 | -2.59% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,165 | 479 | 0.01% | 0.01% | 242 | +144 | 3.58% | Q4 2025 | Jan 20, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 4,140 | 476 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 4,058 | 466 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,019 | 464 | 0.01% | 0.01% | 245 | -603 | -13.05% | Q4 2025 | Jan 27, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 4,030 | 463 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,908 | 449 | 0.0% | 0.0% | 247 | +129 | 3.41% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 3,883 | 446 | 0.01% | 0.01% | 248 | +1 | 0.03% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 3,799 | 437 | 0.03% | 0.04% | 249 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,770 | 433 | 0.0% | 0.0% | 250 | -151 | -3.85% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 3,752 | 431 | 0.06% | 0.04% | 251 | +1,490 | 65.87% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 3,679 | 423 | 0.21% | 0.22% | 252 | +52 | 1.43% | Q4 2025 | Feb 09, 2026 |
| First National Advisers, LLC | History | Reduced | 3,569 | 410 | 0.06% | 0.06% | 253 | -173 | -4.62% | Q4 2025 | Feb 04, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,480 | 400 | 0.0% | — | 254 | +3,480 | New | Q4 2025 | Feb 04, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,423 | 393 | 0.0% | 0.0% | 255 | -148 | -4.14% | Q4 2025 | Mar 20, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 3,395 | 390 | 0.0% | 0.0% | 256 | -1,403 | -29.24% | Q4 2025 | Feb 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 3,387 | 389 | 0.19% | 0.19% | 257 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,313 | 381 | 0.01% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,210 | 369 | 0.0% | 0.0% | 259 | -458 | -12.49% | Q4 2025 | Feb 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 3,180 | 365 | 0.27% | 0.34% | 260 | -550 | -14.75% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,066 | 352 | 0.01% | 0.01% | 261 | +340 | 12.47% | Q4 2025 | Feb 17, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 2,959 | 340 | 0.07% | 0.06% | 262 | -1 | -0.03% | Q4 2025 | Mar 03, 2026 |
| Ethic Inc. | History | Reduced | 2,955 | 339 | 0.01% | 0.01% | 263 | -371 | -11.15% | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,943 | 338 | 0.01% | 0.01% | 264 | +300 | 11.35% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,910 | 334 | 0.0% | 0.0% | 265 | +108 | 3.85% | Q4 2025 | Feb 12, 2026 |
| ETF Store, Inc. | History | No change | 2,908 | 334 | 0.34% | 0.36% | 266 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 2,802 | 322 | 0.07% | 0.08% | 268 | +1 | 0.04% | Q4 2025 | Jan 23, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 2,800 | 322 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MQS Management LLC | History | Reduced | 2,789 | 320 | 0.19% | 0.21% | 269 | -198 | -6.63% | Q4 2025 | Feb 09, 2026 |
| Forum Financial Management, LP | History | Added to | 2,722 | 313 | 0.0% | 0.0% | 270 | +3 | 0.11% | Q4 2025 | Jan 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 2,701 | 310 | 0.03% | — | 271 | +2,701 | New | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,620 | 301 | 0.0% | 0.0% | 272 | -290 | -9.97% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | Reduced | 2,623 | 301 | 0.06% | 0.06% | 273 | -19 | -0.72% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,563 | 294 | 0.0% | 0.0% | 274 | +102 | 4.14% | Q4 2025 | Feb 18, 2026 |
| PCM Encore, LLC | History | New | 2,431 | 279 | 0.06% | — | 275 | +2,431 | New | Q4 2025 | Feb 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,414 | 277 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Added to | 2,400 | 276 | 0.1% | 0.09% | 277 | +500 | 26.32% | Q4 2025 | Feb 11, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 2,398 | 275 | 0.0% | 0.0% | 278 | -24,002 | -90.92% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,395 | 275 | 0.0% | 0.01% | 279 | -806 | -25.18% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 2,393 | 275 | 0.0% | 0.0% | 280 | -341 | -12.47% | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,365 | 272 | 0.04% | — | 282 | +2,365 | New | Q4 2025 | Feb 09, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,368 | 272 | 0.0% | 0.0% | 281 | -32 | -1.33% | Q4 2025 | Jan 21, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,320 | 267 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | No change | 2,278 | 262 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 2,234 | 257 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,167 | 249 | 0.0% | 0.0% | 286 | -47 | -2.12% | Q4 2025 | Jan 27, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 2,163 | 248 | 0.01% | 0.01% | 287 | -113 | -4.96% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,140 | 246 | 0.0% | 0.0% | 288 | -214 | -9.09% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,134 | 245 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 2,090 | 240 | 0.0% | — | 290 | +2,090 | New | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,080 | 240 | 0.01% | 0.01% | 291 | +64 | 3.17% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,067 | 238 | 0.0% | 0.0% | 292 | +623 | 43.14% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,045 | 235 | 0.0% | 0.0% | 293 | -47 | -2.25% | Q4 2025 | Feb 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,035 | 234 | 0.01% | 0.01% | 294 | -13 | -0.63% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 2,032 | 233 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 2,002 | 231 | 0.01% | 0.02% | 296 | -218 | -9.82% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 1,986 | 228 | 0.01% | 0.01% | 297 | -254 | -11.34% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 1,974 | 227 | 0.0% | — | 298 | +1,974 | New | Q4 2025 | Jan 29, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 1,938 | 222 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ellenbecker Investment Group | History | No change | 1,874 | 215 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,844 | 212 | 0.0% | 0.0% | 301 | +98 | 5.61% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,846 | 212 | 0.0% | 0.0% | 302 | +3 | 0.16% | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | No change | 1,841 | 211 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brevan Howard Capital Management LP | History | New | 1,821 | 209 | 0.0% | — | 304 | +1,821 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,812 | 208 | 0.01% | — | 305 | +1,812 | New | Q4 2025 | Jan 29, 2026 |
| State of Wyoming | History | Reduced | 1,666 | 191 | 0.02% | 0.06% | 307 | -2,949 | -63.9% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,667 | 191 | 0.04% | — | 306 | +1,667 | New | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,628 | 187 | 0.0% | 0.0% | 308 | +770 | 89.74% | Q4 2025 | Mar 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,374 | 158 | 0.01% | 0.01% | 309 | +29 | 2.16% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Added to | 1,373 | 157 | 0.01% | 0.01% | 310 | +221 | 19.18% | Q4 2025 | Jan 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,339 | 154 | 0.0% | 0.04% | 312 | -23,789 | -94.67% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,339 | 154 | 0.0% | — | 311 | +1,339 | New | Q4 2025 | Jan 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,346 | 154 | 0.09% | 0.1% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,319 | 151 | 0.11% | 0.08% | 314 | -139 | -9.53% | Q4 2025 | Jan 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 1,396 | 150 | 0.0% | — | 316 | +1,396 | New | Q4 2025 | Feb 11, 2026 |
| DANSKE BANK A/S | History | Added to | 1,310 | 150 | 0.0% | 0.0% | 315 | +500 | 61.73% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,217 | 140 | 0.0% | 0.0% | 317 | +15 | 1.25% | Q4 2025 | Feb 11, 2026 |
| Quantbot Technologies LP | History | New | 1,212 | 139 | 0.0% | — | 318 | +1,212 | New | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Reduced | 1,175 | 135 | 0.01% | 0.01% | 319 | -455 | -27.91% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 1,142 | 131 | 0.07% | 0.05% | 320 | +344 | 43.11% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,092 | 126 | 0.0% | 0.0% | 321 | +337 | 44.64% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 978 | 112 | 0.07% | 0.08% | 322 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 927 | 106 | 0.0% | 0.0% | 323 | -43 | -4.43% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 888 | 103 | 0.0% | 0.01% | 324 | +136 | 18.09% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 884 | 101 | 0.02% | 0.0% | 325 | +818 | 1239.39% | Q4 2025 | Mar 03, 2026 |
| Hilltop National Bank | History | Reduced | 882 | 101 | 0.02% | 0.03% | 326 | -119 | -11.89% | Q4 2025 | Jan 07, 2026 |
| Marquette Asset Management, LLC | History | Added to | 826 | 95 | 0.01% | 0.01% | 327 | +13 | 1.6% | Q4 2025 | Jan 16, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 763 | 88 | 0.0% | — | 328 | +763 | New | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | New | 670 | 77 | 0.01% | — | 329 | +670 | New | Q4 2025 | Jan 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 648 | 74 | 0.04% | 0.04% | 330 | +2 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 638 | 73 | 0.03% | — | 331 | +638 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 599 | 68 | 0.0% | — | 332 | +599 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 588 | 67 | 0.01% | — | 333 | +588 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 576 | 66 | 0.0% | 0.0% | 334 | -18 | -3.03% | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,300 | 62 | 0.02% | — | 335 | +2,300 | New | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 510 | 58 | 0.01% | 0.01% | 336 | +15 | 3.03% | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 453 | 52 | 0.0% | 0.0% | 337 | +33 | 7.86% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 425 | 48 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 405 | 46 | 0.0% | 0.0% | 339 | +327 | 419.23% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 379 | 43 | 0.0% | 0.0% | 340 | +7 | 1.88% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 366 | 42 | 0.0% | 0.0% | 341 | -225 | -38.07% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 341 | 39 | 0.0% | 0.01% | 342 | -1,080 | -76.0% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 321 | 36 | 0.02% | — | 343 | +321 | New | Q4 2025 | Jan 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 296 | 34 | 0.02% | — | 346 | +296 | New | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 300 | 34 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| City State Bank | History | No change | 300 | 34 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | Reduced | 295 | 33 | 0.0% | 0.0% | 347 | -216 | -42.27% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 291 | 33 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 265 | 30 | 0.0% | 0.0% | 349 | -28 | -9.56% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 266 | 30 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | No change | 238 | 27 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kemnay Advisory Services Inc. | History | New | 234 | 26 | 0.0% | — | 353 | +234 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 231 | 26 | 0.0% | — | 352 | +231 | New | Q4 2025 | Feb 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 203 | 26 | 0.04% | 0.03% | 355 | +17 | 9.14% | Q4 2025 | Feb 10, 2026 |
| Fairman Group, LLC | History | No change | 226 | 26 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 223 | 25 | 0.0% | 0.0% | 356 | +11 | 5.19% | Q4 2025 | Jan 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 187 | 22 | 0.0% | 0.0% | 357 | -3 | -1.58% | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 168 | 19 | 0.0% | 0.0% | 358 | +28 | 20.0% | Q4 2025 | Feb 10, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 156 | 17 | 0.0% | — | 360 | +156 | New | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 149 | 17 | 0.0% | 0.0% | 359 | +2 | 1.36% | Q4 2025 | Jan 29, 2026 |
| Accent Capital Management, LLC | History | No change | 150 | 17 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 139 | 16 | 0.0% | 0.0% | 362 | -5 | -3.47% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 130 | 14 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DV Trading LLC | History | New | 100 | 11 | 0.0% | — | 364 | +100 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 90 | 10 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 95 | 10 | 0.0% | 0.01% | 366 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 75 | 8 | 0.0% | 0.0% | 368 | +20 | 36.36% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 78 | 8 | 0.0% | 0.0% | 367 | -4 | -4.88% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | No change | 73 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | No change | 63 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 60 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 56 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | New | 45 | 5 | 0.0% | — | 374 | +45 | New | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Manchester Capital Management LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 30 | 3 | 0.0% | 0.0% | 379 | +3 | 11.11% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 33 | 3 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 33 | 3 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ares Financial Consulting, LLC | History | New | 21 | 2 | 0.0% | — | 389 | +21 | New | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 20 | 2 | 0.0% | — | 384 | +20 | New | Q4 2025 | Jan 21, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 24 | 2 | 0.0% | 0.0% | 387 | -11 | -31.43% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 25 | 2 | 0.0% | 0.0% | 386 | +3 | 13.64% | Q4 2025 | Jan 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 27 | 2 | 0.0% | 0.0% | 380 | -1 | -3.57% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 22 | 2 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| J.Safra Asset Management Corp | History | No change | 22 | 2 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 22 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Wealth Watch Advisors, INC | History | No change | 18 | 2 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 12 | 1 | 0.0% | — | 394 | +12 | New | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | New | 9 | 1 | 0.0% | — | 396 | +9 | New | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 16 | 1 | 0.0% | 0.0% | 391 | -1 | -5.88% | Q4 2025 | Jan 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 14 | 1 | 0.0% | 0.0% | 392 | -1 | -6.67% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.22% | — | -247,558 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Zurich Insurance Group Ltd/FI | History | Closed out | 0 | 0 | — | 0.15% | — | -182,803 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.52% | — | -26,070 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Knights of Columbus Asset Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -21,261 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -14,296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,442 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,580 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,533 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,749 | -100.0% | Q3 2025 | Mar 04, 2026 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,455 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,984 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,800 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -2,490 | -100.0% | Q3 2025 | Nov 04, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,367 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,925 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -1,837 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,811 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,706 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,226 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -697 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -675 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -438 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -253 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Winch Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rakuten Securities, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -4 | -44.44% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 02, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Principia Wealth Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |