Uniti Group Inc. - UNIT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Elliott Investment Management L.P. | History | No change | 59,012,219 | 413,675 | 1.83% | 1.59% | 1 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BlackRock, Inc. | History | Reduced | 26,963,453 | 189,013 | 0.0% | 0.0% | 2 | -129,239 | -0.48% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 23,202,733 | 162,651 | 0.0% | 0.0% | 3 | +6,494,001 | 38.87% | Q4 2025 | Jan 29, 2026 |
| Apollo Management Holdings, L.P. | History | Reduced | 9,596,073 | 67,268 | 0.55% | 0.73% | 4 | -1,257,023 | -11.58% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 7,116,934 | 49,889 | 0.0% | 0.0% | 5 | +523,054 | 7.93% | Q4 2025 | Feb 13, 2026 |
| Bracebridge Capital, LLC | History | No change | 6,941,775 | 48,661 | 1.56% | 2.23% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,352,729 | 30,517 | 0.0% | 0.0% | 7 | +323,845 | 8.04% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,840,145 | 26,919 | 0.0% | 0.0% | 8 | +1,421,328 | 58.76% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,646,355 | 25,560 | 0.0% | 0.0% | 9 | +280,763 | 8.34% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | Reduced | 3,605,100 | 25,271 | 0.05% | 0.12% | 10 | -707,000 | -16.4% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | No change | 3,446,500 | 24,159 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 3,402,631 | 23,852 | 0.03% | 0.0% | 12 | +3,141,811 | 1204.59% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,763,578 | 19,372 | 0.01% | 0.01% | 13 | -27,457 | -0.98% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,570,892 | 18,022 | 0.04% | 0.04% | 14 | -637,223 | -19.86% | Q4 2025 | Feb 06, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | Reduced | 2,498,226 | 17,512 | 2.42% | 1.18% | 15 | -1,993,256 | -44.38% | Q4 2025 | Feb 17, 2026 |
| Searchlight Capital Partners, L.P. | History | New | 2,273,504 | 15,937 | 14.71% | — | 16 | +2,273,504 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,212,786 | 15,511 | 0.01% | 0.0% | 17 | +877,006 | 65.65% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,150,931 | 15,078 | 0.0% | 0.0% | 18 | +63,824 | 3.06% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,094,820 | 14,684 | 0.02% | 0.01% | 19 | +683,636 | 48.44% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,851,844 | 12,980 | 0.0% | 0.0% | 20 | -460,150 | -19.9% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 1,829,904 | 12,827 | 0.0% | 0.0% | 21 | +452,149 | 32.82% | Q4 2025 | Feb 19, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,606,300 | 11,261 | 0.01% | 0.03% | 22 | -5,609,214 | -77.74% | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,540,588 | 10,799 | 0.0% | 0.0% | 23 | -42,148 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Diameter Capital Partners LP | History | New | 1,500,000 | 10,515 | 0.96% | — | 24 | +1,500,000 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,384,789 | 9,707 | 0.0% | 0.0% | 25 | +324,176 | 30.56% | Q4 2025 | Feb 10, 2026 |
| Penn Capital Management Company, LLC | History | New | 1,268,710 | 8,900 | 0.71% | — | 26 | +1,268,710 | New | Q4 2025 | Feb 09, 2026 |
| Arena Capital Advisors, LLC- CA | History | No change | 1,172,703 | 8,220 | 4.97% | 2.98% | 27 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Reduced | 1,150,228 | 8,063 | 0.0% | 0.0% | 28 | -1,101,547 | -48.92% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,068,795 | 7,492 | 0.0% | 0.0% | 29 | -1,143,083 | -51.68% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,059,960 | 7,430 | 0.0% | 0.0% | 30 | +281,220 | 36.11% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 995,163 | 6,976 | 0.01% | 0.0% | 31 | +952,050 | 2208.27% | Q4 2025 | Jan 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 956,803 | 6,707 | 0.0% | 0.0% | 32 | -99,462 | -9.42% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 890,951 | 6,245 | 0.0% | 0.0% | 33 | +624,122 | 233.9% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 853,920 | 5,985 | 0.0% | 0.0% | 34 | -7,518 | -0.87% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 785,939 | 5,509 | 0.0% | 0.0% | 35 | +380,228 | 93.72% | Q4 2025 | Feb 17, 2026 |
| Sentinel Dome Partners, LLC | History | New | 781,907 | 5,481 | 3.73% | — | 36 | +781,907 | New | Q4 2025 | Mar 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 770,104 | 5,398 | 0.07% | 0.06% | 37 | -28,744 | -3.6% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 695,743 | 4,877 | 0.0% | 0.0% | 38 | +75,356 | 12.15% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 630,765 | 4,421 | 0.01% | 0.0% | 39 | +592,053 | 1529.38% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 620,165 | 4,347 | 0.01% | 0.02% | 40 | -77,820 | -11.15% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 572,907 | 4,016 | 0.0% | 0.0% | 41 | +244,078 | 74.23% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 569,344 | 3,991 | 0.0% | 0.0% | 42 | +462,551 | 433.13% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 547,594 | 3,838 | 0.01% | 0.0% | 43 | +410,815 | 300.35% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Added to | 521,237 | 3,653 | 0.01% | 0.01% | 44 | +236,719 | 83.2% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 483,440 | 3,388 | 0.0% | 0.0% | 45 | -87,074 | -15.26% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 478,910 | 3,358 | 0.01% | 0.0% | 46 | +478,510 | 119627.5% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 477,786 | 3,349 | 0.0% | 0.0% | 47 | +150,429 | 45.95% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 446,864 | 3,132 | 0.0% | 0.0% | 48 | -206 | -0.05% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 446,354 | 3,128 | 0.0% | 0.0% | 49 | -43,090 | -8.8% | Q4 2025 | Feb 13, 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 443,810 | 3,111 | 0.82% | 0.7% | 50 | -11,000 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 437,505 | 3,066 | 0.0% | 0.01% | 51 | -82,937 | -15.94% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 424,502 | 2,975 | 0.0% | 0.0% | 52 | +395,384 | 1357.87% | Q4 2025 | Feb 12, 2026 |
| Silver Point Capital L.P. | History | Reduced | 415,000 | 2,909 | 0.13% | 0.23% | 53 | -323,188 | -43.78% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 408,202 | 2,861 | 0.0% | 0.0% | 54 | +218,286 | 114.94% | Q4 2025 | Feb 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 407,906 | 2,859 | 0.0% | 0.0% | 55 | +157,642 | 62.99% | Q4 2025 | Feb 10, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 398,246 | 2,791 | 0.05% | 0.03% | 56 | +110,000 | 38.16% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 381,632 | 2,675 | 0.0% | — | 57 | +381,632 | New | Q4 2025 | Feb 13, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 380,042 | 2,664 | 0.04% | 0.03% | 58 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 370,760 | 2,599 | 0.0% | 0.0% | 59 | +76,806 | 26.13% | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 364,195 | 2,553 | 0.01% | 0.01% | 60 | -441,888 | -54.82% | Q4 2025 | Feb 24, 2026 |
| Verition Fund Management LLC | History | Added to | 359,721 | 2,521 | 0.01% | 0.01% | 61 | +60,650 | 20.28% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 354,493 | 2,484 | 0.0% | 0.0% | 62 | +116,851 | 49.17% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 312,384 | 2,190 | 0.0% | 0.01% | 63 | -580,289 | -65.01% | Q4 2025 | Feb 05, 2026 |
| Swiss National Bank | History | Added to | 306,357 | 2,147 | 0.0% | 0.0% | 64 | +19,500 | 6.8% | Q4 2025 | Feb 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 296,342 | 2,077 | 0.02% | 0.01% | 65 | +5,000 | 1.72% | Q4 2025 | Feb 02, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 292,751 | 2,052 | 0.0% | 0.0% | 66 | +44,442 | 17.9% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 274,124 | 1,921 | 0.0% | 0.0% | 67 | -32,433 | -10.58% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 261,248 | 1,831 | 0.0% | 0.0% | 68 | +59,684 | 29.61% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 230,856 | 1,618 | 0.0% | — | 69 | +230,856 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 222,044 | 1,556 | 0.0% | 0.0% | 70 | +45,050 | 25.45% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 211,018 | 1,479 | 0.06% | 0.15% | 71 | -145,168 | -40.76% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 193,919 | 1,359 | 0.0% | 0.0% | 72 | +100 | 0.05% | Q4 2025 | Jan 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 193,596 | 1,357 | 0.01% | 0.0% | 73 | +159,578 | 469.1% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 183,223 | 1,284 | 0.0% | 0.0% | 74 | +109,901 | 149.89% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 180,000 | 1,261 | 0.0% | — | 76 | +180,000 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 180,000 | 1,261 | 0.0% | 0.0% | 75 | +75,000 | 71.43% | Q4 2025 | Feb 17, 2026 |
| Aperture Investors, LLC | History | No change | 177,223 | 1,242 | 0.14% | 0.15% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 176,222 | 1,235 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 168,744 | 1,183 | 0.0% | 0.0% | 79 | +29,383 | 21.08% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 168,237 | 1,179 | 0.0% | 0.0% | 80 | -9,121 | -5.14% | Q4 2025 | Feb 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 155,037 | 1,086 | 0.0% | 0.0% | 81 | -54,151 | -25.89% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 149,092 | 1,045 | 0.02% | — | 82 | +149,092 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 146,965 | 1,030 | 0.0% | 0.0% | 83 | +11,169 | 8.22% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 139,761 | 978 | 0.01% | 0.01% | 84 | -19,474 | -12.23% | Q4 2025 | Jan 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 100,757 | 706 | 0.01% | 0.01% | 85 | -125,230 | -55.41% | Q4 2025 | Feb 10, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | New | 100,000 | 701 | 0.01% | — | 86 | +100,000 | New | Q4 2025 | Feb 09, 2026 |
| CastleKnight Management LP | History | No change | 95,258 | 667 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 92,575 | 648 | 0.0% | 0.0% | 88 | +9,377 | 11.27% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 91,594 | 642 | 0.01% | 0.01% | 89 | +20,383 | 28.62% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 87,961 | 616 | 0.0% | — | 90 | +87,961 | New | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 72,275 | 601 | 0.0% | 0.0% | 91 | +8,948 | 14.13% | Q4 2025 | Feb 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 82,100 | 575 | 0.01% | 0.01% | 92 | -200 | -0.24% | Q4 2025 | Jan 16, 2026 |
| SEI INVESTMENTS CO | History | Added to | 79,994 | 560 | 0.0% | 0.0% | 93 | +69,029 | 629.54% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 75,842 | 531 | 0.0% | 0.0% | 94 | -31,765 | -29.52% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Added to | 75,000 | 525 | 0.0% | 0.0% | 96 | +23,000 | 44.23% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | No change | 75,000 | 525 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 70,655 | 495 | 0.01% | 0.02% | 97 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Inspire Investing, LLC | History | Reduced | 67,109 | 470 | 0.04% | 0.04% | 98 | -6,442 | -8.76% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 62,151 | 435 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 51,626 | 362 | 0.0% | 0.0% | 100 | +856 | 1.69% | Q4 2025 | Feb 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 47,546 | 356 | 0.0% | 0.0% | 101 | -6,458 | -11.96% | Q4 2025 | Jan 21, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 48,831 | 342 | 0.0% | 0.0% | 102 | +34,709 | 245.78% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 48,427 | 339 | 0.0% | 0.0% | 103 | +20,060 | 70.72% | Q4 2025 | Jan 27, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 47,350 | 337 | 0.03% | 0.03% | 105 | -972 | -2.01% | Q4 2025 | Jan 22, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 48,123 | 337 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 47,585 | 333 | 0.01% | — | 106 | +47,585 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 45,427 | 318 | 0.0% | 0.0% | 107 | -47,502 | -51.12% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 44,783 | 313 | 0.0% | 0.0% | 108 | +5,099 | 12.85% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 44,382 | 311 | 0.0% | 0.0% | 109 | -1,191 | -2.61% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | New | 44,236 | 310 | 0.01% | — | 110 | +44,236 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,906 | 307 | 0.0% | 0.0% | 111 | +39,606 | 921.07% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 43,680 | 306 | 0.0% | 0.0% | 112 | -30,036 | -40.75% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 43,507 | 304 | 0.0% | 0.0% | 113 | +30,173 | 226.29% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 43,359 | 303 | 0.0% | 0.0% | 114 | -397 | -0.91% | Q4 2025 | Jan 28, 2026 |
| Quarry LP | History | Reduced | 43,000 | 301 | 0.05% | 0.07% | 115 | -12,403 | -22.39% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 42,231 | 296 | 0.0% | 0.0% | 116 | -87,188 | -67.37% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 41,663 | 292 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Oakum Bay Capital LLC | History | New | 41,593 | 291 | 0.14% | — | 118 | +41,593 | New | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 41,037 | 287 | 0.0% | 0.0% | 119 | +700 | 1.74% | Q4 2025 | Feb 04, 2026 |
| Amundi | History | Added to | 38,164 | 267 | 0.0% | 0.0% | 120 | +9,036 | 31.02% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 37,586 | 263 | 0.0% | 0.0% | 121 | +26,754 | 246.99% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 37,641 | 263 | 0.0% | 0.0% | 122 | -4,402 | -10.47% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 36,531 | 256 | 0.0% | 0.0% | 123 | -254,735 | -87.46% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 35,078 | 245 | 0.0% | 0.0% | 124 | -14,389 | -29.09% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 34,574 | 242 | 0.0% | — | 125 | +34,574 | New | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 34,351 | 240 | 0.0% | 0.0% | 126 | +323 | 0.95% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 33,363 | 233 | 0.0% | 0.0% | 127 | +3,400 | 11.35% | Q4 2025 | Jan 28, 2026 |
| ProShare Advisors LLC | History | Added to | 32,659 | 228 | 0.0% | 0.0% | 128 | +5,080 | 18.42% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 30,620 | 214 | 0.0% | 0.0% | 129 | -1,138 | -3.58% | Q4 2025 | Feb 13, 2026 |
| Scientech Research LLC | History | New | 29,564 | 207 | 0.13% | — | 130 | +29,564 | New | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 28,732 | 201 | 0.1% | 0.09% | 131 | +412 | 1.45% | Q4 2025 | Feb 09, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 27,827 | 195 | 0.0% | 0.0% | 132 | +4,667 | 20.15% | Q4 2025 | Jan 29, 2026 |
| TMB Capital Partners, LLC | History | New | 26,457 | 185 | 0.06% | — | 133 | +26,457 | New | Q4 2025 | Feb 19, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 26,200 | 183 | 0.0% | 0.0% | 134 | +474 | 1.84% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,329 | 177 | 0.0% | 0.0% | 135 | -125,415 | -83.2% | Q4 2025 | Feb 17, 2026 |
| First Pacific Advisors, LP | History | No change | 25,235 | 176 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 24,834 | 174 | 0.0% | 0.0% | 137 | +22,456 | 944.32% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 22,426 | 157 | 0.0% | — | 138 | +22,426 | New | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 21,175 | 148 | 0.0% | — | 139 | +21,175 | New | Q4 2025 | Feb 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 20,490 | 143 | 0.0% | — | 140 | +20,490 | New | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,302 | 138 | 0.0% | 0.0% | 141 | +1,956 | 10.66% | Q4 2025 | Jan 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 19,416 | 136 | 0.01% | — | 142 | +19,416 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,480 | 130 | 0.0% | — | 144 | +18,480 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 18,649 | 130 | 0.0% | 0.0% | 143 | -9,207 | -33.05% | Q4 2025 | Feb 11, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 18,400 | 129 | 0.0% | 0.0% | 145 | +2,000 | 12.2% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,157 | 120 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 16,260 | 113 | 0.01% | 0.01% | 147 | -3,454 | -17.52% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,892 | 111 | 0.0% | 0.0% | 148 | +5,748 | 56.66% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 15,704 | 110 | 0.0% | 0.0% | 149 | -196 | -1.23% | Q4 2025 | Feb 17, 2026 |
| ARES MANAGEMENT LLC | History | No change | 14,518 | 101 | 0.01% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | New | 14,179 | 99 | 0.0% | — | 151 | +14,179 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 14,104 | 99 | 0.0% | 0.0% | 152 | +3,849 | 37.53% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Reduced | 14,140 | 95 | 0.0% | 0.0% | 154 | -7,908 | -35.87% | Q4 2025 | Mar 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,577 | 95 | 0.0% | 0.0% | 153 | +1,620 | 13.55% | Q4 2025 | Feb 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 13,500 | 94 | 0.02% | — | 155 | +13,500 | New | Q4 2025 | Jan 20, 2026 |
| XPONANCE LLC | History | Added to | 13,169 | 92 | 0.0% | 0.0% | 157 | +1,944 | 17.32% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,920 | 92 | 0.0% | 0.0% | 156 | +468 | 3.76% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,526 | 87 | 0.0% | 0.0% | 158 | +811 | 6.92% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 12,343 | 86 | 0.0% | 0.0% | 159 | -873 | -6.61% | Q4 2025 | Feb 05, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 12,294 | 86 | 0.02% | 0.02% | 160 | -100 | -0.81% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,193 | 85 | 0.0% | 0.0% | 161 | -257 | -2.06% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 12,202 | 84 | 0.0% | 0.0% | 162 | +1,352 | 12.46% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 11,850 | 83 | 0.0% | 0.0% | 163 | +1,751 | 17.34% | Q4 2025 | Jan 30, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 11,572 | 81 | 0.01% | 0.04% | 165 | -36,170 | -75.76% | Q4 2025 | Jan 08, 2026 |
| CIBC WORLD MARKET INC. | History | New | 11,591 | 81 | 0.0% | — | 164 | +11,591 | New | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | New | 11,397 | 79 | 0.0% | — | 166 | +11,397 | New | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,404 | 79 | 0.01% | 0.01% | 168 | -4,068 | -26.29% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,270 | 79 | 0.0% | 0.0% | 167 | -958 | -7.83% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 11,065 | 77 | 0.0% | — | 169 | +11,065 | New | Q4 2025 | Feb 12, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 10,416 | 73 | 0.19% | — | 170 | +10,416 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,284 | 72 | 0.0% | — | 172 | +10,284 | New | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,371 | 72 | 0.0% | 0.0% | 171 | -6,750 | -39.43% | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 9,562 | 67 | 0.03% | 0.03% | 174 | -1,687 | -15.0% | Q4 2025 | Mar 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,640 | 67 | 0.0% | 0.0% | 173 | -236 | -2.39% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 8,817 | 61 | 0.0% | 0.0% | 175 | +522 | 6.29% | Q4 2025 | Feb 17, 2026 |
| Sculptor Capital LP | History | No change | 7,380 | 51 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 5,701 | 39 | 0.02% | — | 177 | +5,701 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 4,784 | 33 | 0.0% | — | 178 | +4,784 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,316 | 30 | 0.0% | 0.0% | 179 | -3,502 | -44.79% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 4,039 | 28 | 0.0% | — | 180 | +4,039 | New | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,696 | 25 | 0.0% | 0.0% | 181 | -754 | -16.94% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,436 | 24 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 3,320 | 23 | 0.0% | 0.0% | 183 | -71 | -2.09% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,272 | 22 | 0.0% | 0.0% | 184 | +305 | 10.28% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,122 | 21 | 0.0% | — | 185 | +3,122 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,855 | 13 | 0.0% | 0.0% | 186 | +1,244 | 203.6% | Q4 2025 | Jan 05, 2026 |
| Caitlin John, LLC | History | Reduced | 1,994 | 13 | 0.01% | 0.01% | 187 | -5 | -0.25% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,637 | 11 | 0.0% | 0.0% | 188 | +3 | 0.18% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,453 | 10 | 0.0% | 0.0% | 189 | +1,044 | 255.26% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,348 | 9 | 0.0% | 0.0% | 190 | +337 | 33.33% | Q4 2025 | Jan 28, 2026 |
| Bollard Group LLC | History | Reduced | 954 | 7 | 0.0% | 0.0% | 191 | -318 | -25.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | New | 781 | 5 | 0.0% | — | 193 | +781 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 846 | 5 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 593 | 4 | 0.0% | 0.0% | 195 | -1,328 | -69.13% | Q4 2025 | Feb 02, 2026 |
| Avion Wealth | History | No change | 602 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 481 | 3 | 0.0% | 0.0% | 198 | -1,568 | -76.53% | Q4 2025 | Jan 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 667 | 3 | 0.0% | — | 197 | +667 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 540 | 3 | 0.0% | 0.0% | 200 | +72 | 15.38% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 497 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | No change | 482 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 304 | 2 | 0.0% | 0.0% | 202 | -1,133 | -78.84% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 360 | 2 | 0.0% | — | 203 | +360 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 181 | 1 | 0.0% | 0.0% | 207 | -673 | -78.81% | Q4 2025 | Mar 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 275 | 1 | 0.0% | — | 210 | +275 | New | Q4 2025 | Feb 03, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 244 | 1 | 0.0% | 0.0% | 204 | -232 | -48.74% | Q4 2025 | Feb 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 180 | 1 | 0.0% | — | 214 | +180 | New | Q4 2025 | Feb 11, 2026 |
| Elequin Capital, LP | History | New | 154 | 1 | 0.0% | — | 209 | +154 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 171 | 1 | 0.0% | 0.0% | 212 | +41 | 31.54% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 186 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 213 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 226 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | No change | 229 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Graney & King, LLC | History | No change | 183 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,136,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -798,085 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -315,605 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -197,511 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Paloma Partners Management Co | History | Closed out | 0 | 0 | — | 0.16% | — | -156,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104,207 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -103,773 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -98,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -68,024 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.01% | — | -51,629 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,328 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -34,746 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -33,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -30,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,735 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -19,294 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -19,114 | -100.0% | Q3 2025 | Oct 21, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,376 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,878 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,799 | -100.0% | Q3 2025 | Oct 31, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -8,408 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,489 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,004 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Smartleaf Asset Management LLC | History | Reduced | 75 | 0 | — | 0.0% | — | -1,036 | -93.25% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -770 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -558 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -501 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 73 | 0 | — | 0.0% | — | -373 | -83.63% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q3 2025 | Oct 27, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -122 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -57 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 48 | 0 | — | — | — | +48 | New | Q4 2025 | Mar 05, 2026 |
| CIBC Private Wealth Group LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 05, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ankerstar Wealth, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 09, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Comprehensive Financial Planning, Inc./PA | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 11, 2026 |
| True Wealth Design, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Laurel Wealth Advisors LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 30, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 102 | 0 | — | — | — | +4 | 4.08% | Q4 2025 | Feb 11, 2026 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CITY HOLDING CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 129 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |