UPBOUND GROUP, INC. - UPBD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 8,136,983 | 142,885 | 0.0% | 0.0% | 1 | +150,906 | 1.89% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,132,443 | 125,245 | 0.0% | 0.0% | 2 | +231,293 | 3.35% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 5,197,356 | 91,265 | 0.0% | 0.01% | 3 | +269,536 | 5.47% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,101,233 | 72,017 | 0.22% | 0.3% | 4 | -21,894 | -0.53% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,515,279 | 44,168 | 0.1% | 0.13% | 5 | -17,672 | -0.7% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Added to | 2,410,524 | 43,219 | 0.0% | 0.0% | 6 | +246,146 | 11.37% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,067,567 | 36,306 | 0.01% | 0.01% | 7 | -73,187 | -3.42% | Q4 2025 | Feb 12, 2026 |
| Huber Capital Management LLC | History | Added to | 1,739,045 | 30,537 | 4.5% | 3.61% | 8 | +773,775 | 80.16% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,315,672 | 23,103 | 0.0% | 0.01% | 9 | +59,798 | 4.76% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,279,100 | 22,464 | 0.0% | 0.0% | 10 | -17,019 | -1.31% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,235,539 | 21,696 | 0.0% | 0.0% | 11 | +91,245 | 7.97% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,105,047 | 19,404 | 0.63% | 0.77% | 12 | +119,158 | 12.09% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 869,798 | 15,273 | 0.0% | 0.0% | 13 | +95,137 | 12.28% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 808,377 | 14,195 | 0.0% | 0.0% | 14 | +39,894 | 5.19% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 726,944 | 12,765 | 0.0% | 0.0% | 15 | +258,342 | 55.13% | Q4 2025 | Mar 25, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 672,289 | 11,805 | 0.25% | 0.31% | 16 | +79,988 | 13.5% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 595,041 | 10,448 | 0.0% | 0.0% | 17 | -27,038 | -4.35% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 550,651 | 9,669 | 0.01% | 0.02% | 18 | -112,109 | -16.92% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 548,630 | 9,633 | 0.0% | 0.0% | 19 | +120,333 | 28.1% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Reduced | 514,649 | 9,037 | 0.0% | 0.0% | 20 | -184,063 | -26.34% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 451,171 | 7,922 | 0.0% | 0.0% | 21 | +168,735 | 59.74% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 441,351 | 7,750 | 0.01% | 0.01% | 22 | +208,872 | 89.85% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 391,580 | 6,876 | 0.0% | 0.0% | 23 | +303,279 | 343.46% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 306,786 | 6,564 | 0.02% | 0.03% | 24 | -57,571 | -15.8% | Q4 2025 | Feb 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 362,607 | 6,367 | 0.0% | 0.0% | 25 | +23,462 | 6.92% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 361,585 | 6,349 | 0.0% | 0.0% | 26 | -158,180 | -30.43% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 347,851 | 6,108 | 0.13% | 0.17% | 27 | +18,584 | 5.64% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 333,415 | 5,854 | 0.0% | 0.0% | 28 | +54,402 | 19.5% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 328,753 | 5,772 | 0.02% | 0.03% | 29 | +12,282 | 3.88% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 301,906 | 5,301 | 0.01% | 0.03% | 30 | -60,673 | -16.73% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 296,712 | 5,210 | 0.0% | 0.0% | 31 | +108,634 | 57.76% | Q4 2025 | Feb 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 282,320 | 4,957 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 274,950 | 4,828 | 0.08% | 0.06% | 33 | +125,570 | 84.06% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 268,405 | 4,713 | 0.0% | 0.0% | 34 | -85,338 | -24.12% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 251,985 | 4,425 | 0.12% | 0.14% | 35 | +46,284 | 22.5% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 248,719 | 4,367 | 0.0% | 0.0% | 36 | -2,995 | -1.19% | Q4 2025 | Feb 02, 2026 |
| Empowered Funds, LLC | History | Added to | 214,851 | 3,772 | 0.06% | 0.05% | 37 | +18,584 | 9.47% | Q4 2025 | Feb 18, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 180,595 | 3,171 | 0.01% | 0.02% | 38 | -22,664 | -11.15% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 176,061 | 3,091 | 0.0% | 0.0% | 39 | -215,322 | -55.02% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 169,921 | 2,983 | 0.03% | 0.05% | 40 | -76,639 | -31.08% | Q4 2025 | Feb 10, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 162,218 | 2,848 | 0.05% | 0.02% | 41 | +103,334 | 175.49% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 161,749 | 2,840 | 0.0% | 0.0% | 42 | +2,688 | 1.69% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 150,118 | 2,636 | 0.0% | 0.0% | 43 | +109,100 | 265.98% | Q4 2025 | Feb 11, 2026 |
| Sepio Capital, LP | History | New | 148,309 | 2,604 | 0.14% | — | 44 | +148,309 | New | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 145,960 | 2,563 | 0.0% | 0.0% | 45 | -9,156 | -5.9% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 136,560 | 2,397 | 0.0% | 0.0% | 46 | -3,495 | -2.5% | Q4 2025 | Feb 09, 2026 |
| Inspire Advisors, LLC | History | Added to | 133,069 | 2,336 | 0.21% | 0.25% | 47 | +22,449 | 20.29% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 126,297 | 2,217 | 0.0% | 0.0% | 48 | +16,482 | 15.01% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 124,928 | 2,193 | 0.0% | 0.0% | 49 | +20,918 | 20.11% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 121,546 | 2,134 | 0.0% | 0.0% | 50 | +16,178 | 15.35% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 119,202 | 2,093 | 0.0% | 0.01% | 51 | -6,052 | -4.83% | Q4 2025 | Jan 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 116,910 | 2,052 | 0.0% | 0.0% | 52 | +21,508 | 22.54% | Q4 2025 | Feb 13, 2026 |
| CLARK ESTATES INC/NY | History | Added to | 113,000 | 1,984 | 0.48% | 0.46% | 53 | +27,500 | 32.16% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 105,158 | 1,846 | 0.0% | 0.0% | 54 | -52,139 | -33.15% | Q4 2025 | Feb 18, 2026 |
| Verition Fund Management LLC | History | Added to | 103,873 | 1,824 | 0.01% | 0.01% | 55 | +42,689 | 69.77% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 102,800 | 1,805 | 0.0% | 0.0% | 56 | +1,900 | 1.88% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 102,256 | 1,795 | 0.0% | 0.0% | 57 | +101,490 | 13249.35% | Q4 2025 | Feb 13, 2026 |
| Western Standard LLC | History | New | 100,000 | 1,756 | 0.81% | — | 58 | +100,000 | New | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 98,350 | 1,727 | 0.0% | 0.0% | 59 | -168,712 | -63.17% | Q4 2025 | Feb 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 96,277 | 1,690 | 0.04% | 0.03% | 60 | +37,640 | 64.19% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 93,348 | 1,640 | 0.0% | 0.0% | 61 | -18,849 | -16.8% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 87,400 | 1,534 | 0.0% | 0.0% | 62 | -110,882 | -55.92% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 86,887 | 1,525 | 0.02% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 86,350 | 1,516 | 0.0% | 0.0% | 64 | -92,669 | -51.76% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 82,556 | 1,450 | 0.0% | 0.0% | 65 | -3,772 | -4.37% | Q4 2025 | Jan 30, 2026 |
| Trexquant Investment LP | History | New | 77,608 | 1,362 | 0.01% | — | 66 | +77,608 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 76,998 | 1,352 | 0.0% | 0.0% | 67 | -43,668 | -36.19% | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL GROUP | History | New | 75,917 | 1,333 | 0.13% | — | 68 | +75,917 | New | Q4 2025 | Apr 01, 2026 |
| Range Financial Group LLC | History | New | 75,882 | 1,332 | 0.46% | — | 69 | +75,882 | New | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 73,772 | 1,295 | 0.0% | 0.0% | 70 | -83,002 | -52.94% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 72,428 | 1,271 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 70,166 | 1,232 | 0.0% | 0.0% | 72 | +32,608 | 86.82% | Q4 2025 | Feb 13, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Added to | 70,000 | 1,229 | 0.43% | 0.17% | 73 | +50,000 | 250.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 66,679 | 1,170 | 0.0% | 0.0% | 74 | +20,785 | 45.29% | Q4 2025 | Feb 13, 2026 |
| Kendall Capital Management | History | Reduced | 64,870 | 1,139 | 0.24% | 0.61% | 75 | -49,615 | -43.34% | Q4 2025 | Jan 16, 2026 |
| Mork Capital Management, LLC | History | Added to | 62,610 | 1,099 | 0.67% | 0.56% | 76 | +28,410 | 83.07% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 57,873 | 1,093 | 0.0% | 0.0% | 77 | +16,615 | 40.27% | Q4 2025 | Feb 18, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 62,000 | 1,088 | 0.0% | — | 78 | +62,000 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 59,958 | 1,053 | 0.0% | 0.0% | 79 | +2,259 | 3.92% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 58,555 | 1,028 | 0.0% | 0.0% | 80 | +47,675 | 438.19% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 51,288 | 991 | 0.0% | 0.0% | 81 | +6,662 | 14.93% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 55,648 | 977 | 0.0% | 0.0% | 82 | +33,575 | 152.11% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 53,807 | 945 | 0.0% | 0.0% | 83 | +2,372 | 4.61% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 53,077 | 932 | 0.01% | 0.0% | 84 | +33,843 | 175.95% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 52,832 | 927 | 0.0% | 0.0% | 85 | -3,238 | -5.77% | Q4 2025 | Feb 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 50,343 | 883 | 0.01% | 0.01% | 86 | -8,989 | -15.15% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 48,481 | 851 | 0.0% | 0.0% | 87 | -46 | -0.09% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 46,600 | 818 | 0.0% | 0.01% | 88 | -40,000 | -46.19% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 46,341 | 813 | 0.0% | 0.0% | 89 | +673 | 1.47% | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 44,520 | 782 | 0.07% | — | 90 | +44,520 | New | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 41,650 | 731 | 0.0% | 0.0% | 91 | -15,263 | -26.82% | Q4 2025 | Feb 11, 2026 |
| Summit Global Investments | History | Reduced | 39,139 | 687 | 0.04% | 0.06% | 92 | -2,122 | -5.14% | Q4 2025 | Feb 18, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 37,997 | 667 | 0.0% | — | 93 | +37,997 | New | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 36,932 | 648 | 0.02% | 0.0% | 94 | +26,546 | 255.59% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 35,811 | 629 | 0.0% | 0.0% | 95 | -1,780 | -4.74% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | New | 34,769 | 610 | 0.01% | — | 96 | +34,769 | New | Q4 2025 | Feb 02, 2026 |
| Vident Advisory, LLC | History | Added to | 33,108 | 581 | 0.01% | 0.01% | 97 | +8,253 | 33.2% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 31,045 | 545 | 0.0% | 0.0% | 98 | +16,817 | 118.2% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 29,675 | 521 | 0.0% | 0.0% | 99 | +112 | 0.38% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 29,721 | 520 | 0.01% | 0.01% | 100 | +327 | 1.11% | Q4 2025 | Jan 23, 2026 |
| Engineers Gate Manager LP | History | Reduced | 29,319 | 514 | 0.01% | 0.03% | 101 | -89,300 | -75.28% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | New | 29,247 | 513 | 0.01% | — | 102 | +29,247 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 28,396 | 498 | 0.0% | 0.0% | 103 | -3,894 | -12.06% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 27,031 | 475 | 0.0% | 0.0% | 104 | +11,215 | 70.91% | Q4 2025 | Jan 09, 2026 |
| Inspire Investing, LLC | History | Added to | 27,094 | 475 | 0.04% | 0.05% | 105 | +7,376 | 37.41% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 26,782 | 470 | 0.01% | 0.01% | 106 | -416 | -1.53% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 25,885 | 454 | 0.0% | 0.0% | 107 | +12,961 | 100.29% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 24,347 | 427 | 0.0% | 0.0% | 108 | -55 | -0.23% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 23,900 | 419 | 0.01% | 0.01% | 109 | -100 | -0.42% | Q4 2025 | Jan 16, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 23,819 | 418 | 0.03% | — | 110 | +23,819 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,555 | 413 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 23,485 | 412 | 0.01% | 0.02% | 112 | -4,569 | -16.29% | Q4 2025 | Jan 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 23,036 | 404 | 0.0% | 0.0% | 113 | +5,937 | 34.72% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Added to | 23,051 | 404 | 0.07% | 0.09% | 114 | +2,868 | 14.21% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 22,653 | 398 | 0.0% | — | 115 | +22,653 | New | Q4 2025 | Mar 20, 2026 |
| Krane Funds Advisors LLC | History | Added to | 22,598 | 396 | 0.01% | 0.01% | 116 | +2,763 | 13.93% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 21,907 | 384 | 0.0% | — | 117 | +21,907 | New | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Added to | 21,362 | 375 | 0.02% | 0.01% | 118 | +12,922 | 153.1% | Q4 2025 | Feb 09, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 19,203 | 337 | 0.0% | 0.0% | 119 | +5,577 | 40.93% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Added to | 19,162 | 336 | 0.0% | 0.0% | 120 | +2,648 | 16.03% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | No change | 18,146 | 318 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 17,383 | 314 | 0.0% | 0.0% | 122 | +1,870 | 12.05% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 17,813 | 312 | 0.04% | — | 123 | +17,813 | New | Q4 2025 | Jan 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 17,690 | 310 | 0.0% | — | 124 | +17,690 | New | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | New | 17,468 | 306 | 0.08% | — | 125 | +17,468 | New | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | Reduced | 17,028 | 299 | 0.02% | 0.04% | 126 | -2,426 | -12.47% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 16,851 | 295 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 16,745 | 294 | 0.01% | 0.01% | 128 | -2,055 | -10.93% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,737 | 276 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,612 | 274 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TrueMark Investments, LLC | History | Reduced | 15,541 | 272 | 0.05% | 0.84% | 131 | -190,239 | -92.45% | Q4 2025 | Jan 14, 2026 |
| AMALGAMATED BANK | History | Added to | 15,409 | 271 | 0.0% | 0.0% | 132 | +134 | 0.88% | Q4 2025 | Feb 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,116 | 269 | 0.0% | 0.0% | 133 | -1,870 | -11.7% | Q4 2025 | Jan 21, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 15,052 | 264 | 0.07% | 0.06% | 134 | +5,123 | 51.6% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,573 | 255 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 14,423 | 253 | 0.0% | 0.0% | 136 | +4,032 | 38.8% | Q4 2025 | Jan 14, 2026 |
| Arizona State Retirement System | History | Reduced | 14,411 | 253 | 0.0% | 0.0% | 137 | -970 | -6.31% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | New | 13,946 | 244 | 0.0% | — | 138 | +13,946 | New | Q4 2025 | Feb 10, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 13,767 | 241 | 0.0% | 0.03% | 139 | -48,590 | -77.92% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | No change | 13,657 | 239 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 13,603 | 238 | 0.02% | — | 141 | +13,603 | New | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 13,151 | 231 | 0.0% | 0.0% | 142 | -1,507 | -10.28% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,902 | 226 | 0.0% | 0.0% | 143 | -368 | -2.77% | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 12,546 | 220 | 0.0% | 0.01% | 144 | -122 | -0.96% | Q4 2025 | Feb 18, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 12,477 | 219 | 0.0% | — | 145 | +12,477 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,048 | 211 | 0.0% | 0.0% | 146 | -109 | -0.9% | Q4 2025 | Feb 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,916 | 209 | 0.0% | 0.0% | 147 | +200 | 1.71% | Q4 2025 | Feb 04, 2026 |
| Tidal Investments LLC | History | Reduced | 11,789 | 207 | 0.0% | 0.0% | 148 | -31,860 | -72.99% | Q4 2025 | Feb 13, 2026 |
| MQS Management LLC | History | New | 11,844 | 207 | 0.12% | — | 149 | +11,844 | New | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 11,727 | 206 | 0.0% | 0.0% | 150 | +409 | 3.61% | Q4 2025 | Jan 26, 2026 |
| PharVision Advisers, LLC | History | New | 11,678 | 205 | 0.1% | — | 151 | +11,678 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 11,202 | 196 | 0.0% | 0.0% | 152 | -3,206 | -22.25% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,700 | 191 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SummitTX Capital, L.P. | History | New | 10,625 | 186 | 0.01% | — | 155 | +10,625 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Reduced | 10,602 | 186 | 0.0% | 0.01% | 154 | -2,752 | -20.61% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 10,443 | 183 | 0.0% | — | 156 | +10,443 | New | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 10,205 | 179 | 0.0% | 0.0% | 157 | +317 | 3.21% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 10,038 | 176 | 0.0% | — | 158 | +10,038 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 9,500 | 166 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 8,652 | 151 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,436 | 148 | 0.0% | — | 161 | +8,436 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 7,050 | 123 | 0.0% | — | 162 | +7,050 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,390 | 112 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,227 | 109 | 0.0% | 0.0% | 164 | -52,273 | -89.36% | Q4 2025 | Feb 17, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 5,564 | 97 | 0.06% | 0.09% | 165 | -285 | -4.87% | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,715 | 82 | 0.0% | 0.0% | 166 | +603 | 14.66% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,388 | 77 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,800 | 66 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 3,400 | 59 | 0.0% | 0.0% | 169 | +535 | 18.67% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,617 | 45 | 0.0% | 0.0% | 170 | -1,170 | -30.9% | Q4 2025 | Jan 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,485 | 43 | 0.0% | — | 174 | +2,485 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,459 | 43 | 0.0% | 0.0% | 171 | -1,312 | -34.79% | Q4 2025 | Feb 06, 2026 |
| Security National Bank | History | Added to | 2,469 | 43 | 0.01% | 0.01% | 173 | +50 | 2.07% | Q4 2025 | Feb 05, 2026 |
| KBC Group NV | History | No change | 2,454 | 43 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,082 | 37 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,097 | 36 | 0.0% | 0.0% | 176 | -317 | -13.13% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,900 | 33 | 0.0% | — | 177 | +1,900 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 1,597 | 28 | 0.0% | 0.0% | 178 | -1,196 | -42.82% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,500 | 26 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,448 | 25 | 0.0% | 0.0% | 180 | +1,020 | 238.32% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,200 | 21 | 0.0% | 0.0% | 181 | -143 | -10.65% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,184 | 20 | 0.0% | 0.0% | 182 | -2,011 | -62.94% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,190 | 20 | 0.0% | 0.0% | 183 | +739 | 163.86% | Q4 2025 | Jan 08, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 979 | 17 | 0.0% | 0.0% | 184 | -69,498 | -98.61% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Reduced | 958 | 17 | 0.01% | 0.02% | 187 | -353 | -26.93% | Q4 2025 | Feb 06, 2026 |
| Vestcor Inc | History | No change | 979 | 17 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 17 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 759 | 13 | 0.0% | 0.0% | 188 | -741 | -49.4% | Q4 2025 | Feb 12, 2026 |
| Quarry LP | History | Reduced | 790 | 13 | 0.0% | 0.01% | 189 | -598 | -43.08% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 566 | 10 | 0.0% | 0.0% | 190 | -10 | -1.74% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 511 | 8 | 0.0% | 0.0% | 191 | +9 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 414 | 7 | 0.0% | — | 193 | +414 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 412 | 7 | 0.0% | — | 194 | +412 | New | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | New | 400 | 7 | 0.0% | — | 195 | +400 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 432 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 346 | 6 | 0.0% | 0.0% | 196 | +130 | 60.19% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 374 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 329 | 5 | 0.0% | 0.0% | 200 | +201 | 157.03% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 316 | 5 | 0.0% | 0.0% | 202 | -148 | -31.9% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 326 | 5 | 0.0% | 0.0% | 201 | +61 | 23.02% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 302 | 5 | 0.0% | 0.0% | 198 | -23 | -7.08% | Q4 2025 | Jan 30, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 335 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 338 | 5 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 259 | 4 | 0.0% | 0.0% | 205 | -116 | -30.93% | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 240 | 4 | 0.0% | 0.0% | 207 | -92 | -27.71% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 276 | 4 | 0.0% | 0.0% | 204 | -45 | -14.02% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 269 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 200 | 3 | 0.0% | 0.0% | 208 | -794 | -79.88% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 132 | 2 | 0.0% | 0.0% | 210 | -1,828 | -93.27% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 158 | 2 | 0.0% | 0.0% | 215 | -197 | -55.49% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 164 | 2 | 0.0% | — | 211 | +139 | 556.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 116 | 2 | 0.0% | — | 214 | +94 | 427.27% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 155 | 2 | 0.0% | 0.0% | 209 | +85 | 121.43% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 147 | 2 | 0.0% | 0.0% | 213 | +31 | 26.72% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 133 | 2 | 0.0% | 0.0% | 212 | -25 | -15.82% | Q4 2025 | Mar 16, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 58 | 1 | 0.0% | 0.0% | 217 | -25 | -30.12% | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 107 | 1 | 0.0% | 0.0% | 216 | +5 | 4.9% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -384,052 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -127,985 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -123,302 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -87,610 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -70,907 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -33,276 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,054 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,242 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -22,952 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.08% | — | -21,305 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,734 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -19,540 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,615 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,998 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,997 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -13,631 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,693 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optimist Retirement Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,910 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,737 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.35% | — | -10,543 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -9,743 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -9,544 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,487 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -9,452 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,407 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.02% | — | -8,775 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Sender Co & Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,635 | -100.0% | Q3 2025 | Nov 17, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -8,094 | -100.0% | Q3 2025 | Nov 04, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,506 | -100.0% | Q3 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,257 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,365 | -100.0% | Q3 2025 | Dec 15, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 32 | 0 | — | 0.0% | — | -1,115 | -97.21% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -942 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -854 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -795 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -675 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UMB Bank, n.a. | History | Reduced | 54 | 0 | — | 0.0% | — | -157 | -74.41% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 4 | 0 | — | 0.0% | — | -95 | -95.96% | Q4 2025 | Jan 07, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Capital Advisors, Ltd. LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -59 | -83.1% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 52 | 0 | — | — | — | +52 | New | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q4 2025 | Feb 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 56 | 0 | — | — | — | +47 | 522.22% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cornerstone Financial Management LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Mar 05, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Trust Co | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 21 | 0 | — | — | — | +16 | 320.0% | Q4 2025 | Feb 20, 2026 |
| Manchester Capital Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ankerstar Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 10, 2025 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 14, 2025 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |