UPWORK, INC - UPWK
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 | 20,061,827 | 397,625 | 0.01% | 0.0% | 1 | +8,517,035 | 73.77% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 19,231,377 | 381,166 | 0.04% | 0.03% | 2 | +5,893,970 | 44.19% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 14,989,217 | 297,086 | 0.0% | 0.0% | 3 | +322,455 | 2.2% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 6,537,275 | 129,569 | 0.28% | 0.27% | 4 | +23,900 | 0.37% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Added to | 4,890,897 | 96,937 | 0.0% | 0.0% | 5 | +1,909,873 | 64.07% | Q4 2025 | Feb 13, 2026 |
| Ancient Art, L.P. | History | Added to | 4,640,814 | 91,980 | 20.81% | 19.05% | 6 | +372,147 | 8.72% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 3,585,846 | 71,071 | 0.01% | 0.01% | 7 | +576,512 | 19.16% | Q4 2025 | Feb 19, 2026 |
| Capital International Investors | History | Added to | 3,288,860 | 65,185 | 0.01% | 0.01% | 8 | +900,318 | 37.69% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,084,004 | 61,136 | 0.0% | 0.0% | 9 | -1,114 | -0.04% | Q4 2025 | Feb 09, 2026 |
| Boston Partners | History | Added to | 2,932,835 | 58,293 | 0.06% | 0.04% | 10 | +610,260 | 26.28% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,936,110 | 58,190 | 0.01% | 0.01% | 11 | +107,375 | 3.8% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 2,765,286 | 54,807 | 0.0% | 0.01% | 12 | -2,003,749 | -42.02% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,196,594 | 43,536 | 0.01% | 0.01% | 13 | -1,425,911 | -39.36% | Q4 2025 | Mar 25, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,159,042 | 42,792 | 0.07% | 0.04% | 14 | +356,327 | 19.77% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,158,021 | 42,771 | 0.0% | 0.0% | 15 | +2,145,595 | 17266.98% | Q4 2025 | Feb 17, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | New | 2,025,000 | 40,135 | 0.83% | — | 16 | +2,025,000 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 1,772,128 | 35,123 | 0.01% | 0.01% | 17 | -26,073 | -1.45% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,401,718 | 27,782 | 0.01% | 0.01% | 18 | +710,289 | 102.73% | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Added to | 1,379,902 | 27,349 | 0.09% | 0.06% | 19 | +338,002 | 32.44% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,223,568 | 24,251 | 0.02% | 0.04% | 20 | -638,585 | -34.29% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,221,540 | 24,210 | 0.0% | 0.0% | 21 | +26,321 | 2.2% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,195,889 | 23,702 | 0.0% | 0.0% | 22 | +104,233 | 9.55% | Q4 2025 | Feb 13, 2026 |
| J. Goldman & Co LP | History | Reduced | 1,141,259 | 22,619 | 0.6% | 0.6% | 23 | -138,488 | -10.82% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,085,505 | 21,514 | 0.0% | 0.0% | 24 | -203,421 | -15.78% | Q4 2025 | Feb 17, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 1,030,754 | 20,429 | 0.02% | 0.02% | 25 | -147,509 | -12.52% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 964,603 | 19,118 | 0.01% | 0.0% | 26 | +734,251 | 318.75% | Q4 2025 | Feb 02, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 923,133 | 18,296 | 0.0% | 0.0% | 27 | +284,127 | 44.46% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 912,840 | 18,092 | 0.0% | 0.0% | 28 | -15,206 | -1.64% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 896,695 | 17,772 | 0.01% | 0.0% | 29 | +777,850 | 654.51% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 841,801 | 16,684 | 0.02% | 0.04% | 30 | -642,283 | -43.28% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 753,165 | 14,927 | 0.0% | 0.0% | 31 | +324,418 | 75.67% | Q4 2025 | Feb 10, 2026 |
| Invenomic Capital Management LP | History | Reduced | 735,100 | 14,569 | 0.68% | 1.2% | 32 | -599,441 | -44.92% | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, LLC | History | Added to | 719,644 | 14,263 | 0.76% | 0.4% | 33 | +325,715 | 82.68% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 635,861 | 12,617 | 0.0% | 0.0% | 34 | +347,444 | 120.47% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 584,625 | 11,587 | 0.0% | 0.0% | 35 | -501,018 | -46.15% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 571,900 | 11,335 | 0.02% | 0.02% | 36 | +652 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 541,073 | 10,724 | 0.04% | 0.05% | 37 | -99,986 | -15.6% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 502,500 | 9,959 | 0.27% | 0.28% | 38 | -2,800 | -0.55% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 481,668 | 9,546 | 0.02% | 0.02% | 39 | -13,832 | -2.79% | Q4 2025 | Feb 12, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 462,333 | 9,163 | 1.23% | 1.25% | 40 | -41,329 | -8.21% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Added to | 452,798 | 8,974 | 0.02% | 0.0% | 41 | +351,581 | 347.35% | Q4 2025 | Mar 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 452,229 | 8,963 | 0.03% | — | 42 | +452,229 | New | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 448,400 | 8,887 | 0.0% | 0.0% | 43 | +389,330 | 659.1% | Q4 2025 | Feb 17, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 435,500 | 8,631 | 4.89% | 4.72% | 44 | -15,500 | -3.44% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 431,536 | 8,553 | 0.0% | 0.0% | 45 | -23,150 | -5.09% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 431,206 | 8,546 | 0.0% | 0.0% | 46 | +130,302 | 43.3% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 424,725 | 8,418 | 0.0% | 0.0% | 47 | -688,360 | -61.84% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 401,665 | 7,961 | 1.53% | 1.44% | 48 | +10,355 | 2.65% | Q4 2025 | Feb 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 392,464 | 7,779 | 0.98% | 0.94% | 49 | -9,930 | -2.47% | Q4 2025 | Feb 18, 2026 |
| Circumference Group LLC | History | Added to | 385,000 | 7,630 | 8.22% | 7.78% | 50 | +10,000 | 2.67% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 375,402 | 7,440 | 0.02% | 0.01% | 51 | +108,099 | 40.44% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 343,978 | 6,817 | 0.0% | 0.0% | 52 | +160,085 | 87.05% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 332,884 | 6,597 | 0.0% | 0.0% | 53 | +186,081 | 126.76% | Q4 2025 | Feb 09, 2026 |
| Clearbridge Investments, LLC | History | New | 332,525 | 6,590 | 0.01% | — | 54 | +332,525 | New | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 328,153 | 6,503 | 0.0% | 0.0% | 55 | -20,916 | -5.99% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 327,073 | 6,482 | 0.01% | 0.0% | 56 | +140,457 | 75.27% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 317,542 | 6,293 | 0.03% | 0.02% | 57 | +1,465 | 0.46% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 314,194 | 6,227 | 0.0% | 0.01% | 58 | -729,644 | -69.9% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 303,195 | 6,009 | 0.01% | 0.01% | 59 | +5,200 | 1.74% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | Reduced | 301,573 | 5,977 | 0.01% | 0.02% | 60 | -73,629 | -19.62% | Q4 2025 | Feb 02, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 302,470 | 5,956 | 0.01% | 0.01% | 61 | -67,510 | -18.25% | Q4 2025 | Jan 28, 2026 |
| IMC-Chicago, LLC | History | Reduced | 290,861 | 5,764 | 0.0% | 0.0% | 62 | -13,739 | -4.51% | Q4 2025 | Jan 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 290,843 | 5,685 | 0.0% | — | 63 | +290,843 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 274,780 | 5,446 | 0.0% | 0.0% | 64 | +248 | 0.09% | Q4 2025 | Feb 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 274,730 | 5,445 | 0.04% | 0.08% | 65 | -232,347 | -45.82% | Q4 2025 | Feb 10, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 269,640 | 5,344 | 0.82% | 0.77% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 257,916 | 5,111 | 0.05% | 0.05% | 67 | -10,484 | -3.91% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 248,400 | 4,923 | 0.0% | 0.0% | 68 | +6,000 | 2.48% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 243,391 | 4,824 | 0.0% | 0.0% | 69 | +66,284 | 37.43% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 237,950 | 4,716 | 0.0% | 0.0% | 70 | -31,523 | -11.7% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 234,610 | 4,650 | 0.07% | 0.07% | 71 | -1,410 | -0.6% | Q4 2025 | Feb 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 221,512 | 4,390 | 0.0% | 0.0% | 72 | -25,053 | -10.16% | Q4 2025 | Jan 08, 2026 |
| Penserra Capital Management LLC | History | Added to | 208,511 | 4,132 | 0.05% | 0.05% | 73 | +1,902 | 0.92% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 207,316 | 4,109 | 0.0% | 0.01% | 74 | -415,149 | -66.69% | Q4 2025 | Feb 13, 2026 |
| Caption Management, LLC | History | Added to | 193,826 | 3,841 | 0.03% | 0.0% | 75 | +180,126 | 1314.79% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 187,700 | 3,720 | 0.0% | 0.0% | 76 | -305,929 | -61.98% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 180,179 | 3,571 | 0.0% | — | 77 | +180,179 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 173,643 | 3,436 | 0.01% | 0.01% | 78 | -209,107 | -54.63% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Added to | 171,753 | 3,404 | 0.06% | 0.01% | 79 | +101,987 | 146.18% | Q4 2025 | Feb 18, 2026 |
| BURNEY CO/ | History | New | 168,627 | 3,342 | 0.1% | — | 80 | +168,627 | New | Q4 2025 | Jan 23, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 165,759 | 3,285 | 0.0% | 0.01% | 81 | -29,707 | -15.2% | Q4 2025 | Jan 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 163,526 | 3,241 | 0.0% | 0.0% | 82 | -16,087 | -8.96% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 162,516 | 3,221 | 0.01% | 0.02% | 83 | -59,646 | -26.85% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 162,256 | 3,216 | 0.0% | 0.01% | 84 | +68,475 | 73.02% | Q4 2025 | Jan 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 154,672 | 3,065 | 0.0% | 0.0% | 85 | +132,146 | 586.64% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 146,941 | 2,912 | 0.32% | 0.28% | 86 | +16,284 | 12.46% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Added to | 146,034 | 2,894 | 0.0% | 0.0% | 87 | +128,934 | 754.0% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 145,838 | 2,890 | 0.0% | 0.01% | 88 | -62,972 | -30.16% | Q4 2025 | Feb 17, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 135,636 | 2,688 | 0.41% | 0.39% | 89 | -2,992 | -2.16% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 126,297 | 2,503 | 0.0% | 0.0% | 90 | -14,205 | -10.11% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 122,130 | 2,420 | 0.0% | 0.0% | 91 | +92,868 | 317.37% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 120,710 | 2,392 | 0.02% | 0.01% | 92 | +73,311 | 154.67% | Q4 2025 | Jan 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 119,165 | 2,361 | 0.0% | 0.0% | 93 | +3,300 | 2.85% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 117,903 | 2,337 | 0.0% | 0.0% | 94 | +116,549 | 8607.75% | Q4 2025 | Feb 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 114,741 | 2,274 | 0.03% | — | 95 | +114,741 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 109,717 | 2,174 | 0.01% | 0.02% | 96 | -235,300 | -68.2% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 107,479 | 2,130 | 0.0% | 0.0% | 97 | +61,773 | 135.15% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 105,438 | 2,089 | 0.0% | 0.0% | 98 | -82,400 | -43.87% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 105,258 | 2,085 | 0.02% | 0.0% | 99 | +98,943 | 1566.79% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 104,183 | 2,065 | 0.0% | 0.0% | 100 | +89,777 | 623.19% | Q4 2025 | Feb 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 101,524 | 2,012 | 0.0% | 0.0% | 101 | +1,492 | 1.49% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 99,230 | 1,966 | 0.05% | 0.05% | 102 | -3,690 | -3.59% | Q4 2025 | Feb 09, 2026 |
| Verition Fund Management LLC | History | Added to | 98,991 | 1,962 | 0.01% | 0.01% | 103 | +19,712 | 24.86% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 98,381 | 1,949 | 0.0% | 0.0% | 104 | +5,382 | 5.79% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 88,914 | 1,762 | 0.0% | 0.0% | 105 | +69,098 | 348.7% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Added to | 85,357 | 1,691 | 0.01% | 0.0% | 106 | +48,128 | 129.28% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 85,097 | 1,686 | 0.0% | 0.0% | 107 | +2,765 | 3.36% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 83,393 | 1,652 | 0.02% | — | 108 | +83,393 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 80,929 | 1,604 | 0.0% | 0.0% | 109 | +4,834 | 6.35% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 73,287 | 1,453 | 0.0% | 0.0% | 110 | +61,976 | 547.93% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Added to | 71,259 | 1,412 | 0.0% | 0.0% | 111 | +67,290 | 1695.39% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 70,140 | 1,390 | 0.01% | 0.01% | 112 | -3,269 | -4.45% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 69,576 | 1,378 | 0.0% | 0.0% | 113 | -9,725 | -12.26% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | New | 69,327 | 1,374 | 0.02% | — | 114 | +69,327 | New | Q4 2025 | Feb 11, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 67,740 | 1,342 | 0.02% | 0.02% | 115 | -8,637 | -11.31% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 67,421 | 1,336 | 0.0% | 0.0% | 116 | -8,935 | -11.7% | Q4 2025 | Feb 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 61,903 | 1,226 | 0.0% | 0.01% | 117 | -7,107 | -10.3% | Q4 2025 | Jan 28, 2026 |
| Inspire Investing, LLC | History | Added to | 61,758 | 1,224 | 0.11% | 0.1% | 118 | +7,461 | 13.74% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | New | 59,900 | 1,187 | 0.02% | — | 119 | +59,900 | New | Q4 2025 | Jan 16, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 59,819 | 1,185 | 0.0% | 0.0% | 120 | +8,454 | 16.46% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 58,073 | 1,151 | 0.0% | 0.0% | 121 | +11,829 | 25.58% | Q4 2025 | Mar 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 57,962 | 1,148 | 0.0% | — | 122 | +57,962 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 57,620 | 1,142 | 0.01% | 0.01% | 123 | +8,330 | 16.9% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | New | 56,587 | 1,133 | 0.0% | — | 124 | +56,587 | New | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 57,152 | 1,132 | 0.0% | 0.0% | 125 | +210 | 0.37% | Q4 2025 | Feb 17, 2026 |
| First Pacific Advisors, LP | History | Reduced | 57,081 | 1,131 | 0.01% | 0.03% | 126 | -47,800 | -45.58% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 56,072 | 1,111 | 0.02% | 0.04% | 127 | -33,800 | -37.61% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 51,699 | 1,024 | 0.0% | 0.0% | 128 | +15,664 | 43.47% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 51,680 | 1,024 | 0.06% | 0.06% | 129 | +1,354 | 2.69% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | New | 50,797 | 1,006 | 0.0% | — | 130 | +50,797 | New | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 50,506 | 1,001 | 0.0% | 0.0% | 131 | -522,365 | -91.18% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 49,818 | 987 | 0.0% | 0.0% | 132 | +1,922 | 4.01% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 48,049 | 952 | 0.0% | 0.0% | 133 | -144,781 | -75.08% | Q4 2025 | Feb 13, 2026 |
| CDC Financial, Inc. | History | New | 47,000 | 931 | 0.44% | — | 134 | +47,000 | New | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 46,700 | 925 | 0.0% | 0.0% | 135 | +6,731 | 16.84% | Q4 2025 | Jan 27, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 46,494 | 921 | 0.11% | 0.1% | 136 | +81 | 0.17% | Q4 2025 | Feb 06, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 46,366 | 918 | 0.2% | 0.34% | 137 | -17,473 | -27.37% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 44,068 | 873 | 0.08% | 0.08% | 138 | +3,900 | 9.71% | Q4 2025 | Feb 06, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 39,222 | 867 | 0.47% | 0.36% | 139 | +920 | 2.4% | Q4 2025 | Feb 09, 2026 |
| Convergence Investment Partners, LLC | History | New | 43,675 | 865 | 0.17% | — | 140 | +43,675 | New | Q4 2025 | Feb 05, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 43,111 | 854 | 0.0% | 0.0% | 141 | +31,727 | 278.7% | Q4 2025 | Feb 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 42,000 | 832 | 0.2% | 0.42% | 142 | -63,000 | -60.0% | Q4 2025 | Feb 02, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 41,403 | 820 | 0.01% | 0.01% | 143 | -47,361 | -53.36% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Added to | 40,400 | 800 | 0.01% | 0.01% | 144 | +1,627 | 4.2% | Q4 2025 | Feb 17, 2026 |
| Smith Group Asset Management, LLC | History | Added to | 38,973 | 772 | 0.04% | 0.04% | 145 | +943 | 2.48% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 46,801 | 763 | 0.0% | 0.01% | 146 | -90,180 | -65.83% | Q4 2025 | Feb 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 38,118 | 755 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMALGAMATED BANK | History | Added to | 37,742 | 748 | 0.01% | 0.0% | 148 | +33,755 | 846.63% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 37,773 | 748 | 0.0% | 0.0% | 149 | -2,169 | -5.43% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,755 | 728 | 0.0% | 0.0% | 150 | +5,205 | 16.5% | Q4 2025 | Feb 18, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 35,195 | 698 | 0.05% | 0.04% | 151 | +7,444 | 26.82% | Q4 2025 | Jan 20, 2026 |
| Brevan Howard Capital Management LP | History | New | 35,098 | 695 | 0.01% | — | 152 | +35,098 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 34,956 | 692 | 0.0% | 0.0% | 153 | -2,024 | -5.47% | Q4 2025 | Jan 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 35,337 | 688 | 0.01% | — | 154 | +35,337 | New | Q4 2025 | Jan 21, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 34,200 | 677 | 0.0% | 0.04% | 155 | -1,809,432 | -98.14% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 34,058 | 675 | 0.01% | 0.01% | 156 | -454 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 33,843 | 671 | 0.0% | — | 157 | +33,843 | New | Q4 2025 | Jan 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 33,835 | 670 | 0.0% | 0.0% | 158 | -11,546 | -25.44% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 32,674 | 647 | 0.0% | — | 159 | +32,674 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 32,444 | 643 | 0.0% | 0.0% | 160 | +30,514 | 1581.04% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 32,346 | 641 | 0.0% | — | 161 | +32,346 | New | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,358 | 641 | 0.0% | 0.01% | 162 | -2,458 | -7.06% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 32,200 | 638 | 0.0% | 0.0% | 163 | +700 | 2.22% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,439 | 623 | 0.0% | 0.0% | 164 | +4,429 | 16.4% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 31,171 | 619 | 0.0% | 0.0% | 165 | -234,559 | -88.27% | Q4 2025 | Mar 20, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 30,659 | 607 | 0.43% | 0.39% | 166 | -374 | -1.21% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | New | 29,926 | 593 | 0.01% | — | 167 | +29,926 | New | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | New | 29,588 | 586 | 0.01% | — | 168 | +29,588 | New | Q4 2025 | Feb 05, 2026 |
| Capula Management Ltd | History | Added to | 29,109 | 576 | 0.0% | 0.0% | 169 | +9,356 | 47.36% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 28,410 | 563 | 0.0% | 0.0% | 170 | -252,446 | -89.88% | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | New | 27,345 | 541 | 0.05% | — | 172 | +27,345 | New | Q4 2025 | Feb 05, 2026 |
| Versor Investments LP | History | Added to | 27,300 | 541 | 0.08% | 0.07% | 171 | +8,200 | 42.93% | Q4 2025 | Feb 04, 2026 |
| ALPS ADVISORS INC | History | Added to | 27,277 | 540 | 0.0% | 0.0% | 173 | +232 | 0.86% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,000 | 535 | 0.0% | 0.0% | 174 | +1,400 | 5.47% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 26,031 | 515 | 0.0% | 0.0% | 175 | +3,931 | 17.79% | Q4 2025 | Feb 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 25,573 | 506 | 0.04% | — | 176 | +25,573 | New | Q4 2025 | Feb 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 25,371 | 502 | 0.05% | — | 177 | +25,371 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 24,119 | 478 | 0.03% | — | 178 | +24,119 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 24,015 | 475 | 0.0% | 0.0% | 179 | +2,972 | 14.12% | Q4 2025 | Feb 06, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 23,571 | 467 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,673 | 449 | 0.0% | 0.0% | 181 | -1,331 | -5.54% | Q4 2025 | Feb 18, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 22,207 | 440 | 0.0% | 0.0% | 182 | -56,439 | -71.76% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 22,183 | 439 | 0.01% | 0.01% | 183 | +495 | 2.28% | Q4 2025 | Feb 13, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 21,900 | 434 | 0.35% | 0.32% | 184 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 20,641 | 409 | 0.0% | 0.0% | 185 | +2,798 | 15.68% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 20,426 | 405 | 0.0% | 0.0% | 186 | +12,804 | 167.99% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,428 | 404 | 0.0% | 0.0% | 187 | +5,349 | 35.47% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 20,053 | 397 | 0.0% | 0.0% | 188 | +9,055 | 82.33% | Q4 2025 | Feb 13, 2026 |
| nVerses Capital, LLC | History | New | 19,205 | 380 | 0.85% | — | 189 | +19,205 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | New | 19,057 | 377 | 0.01% | — | 190 | +19,057 | New | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 18,634 | 369 | 0.02% | 0.07% | 191 | -40,032 | -68.24% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 18,316 | 363 | 0.02% | — | 192 | +18,316 | New | Q4 2025 | Feb 17, 2026 |
| Scientech Research LLC | History | New | 17,204 | 340 | 0.21% | — | 193 | +17,204 | New | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 16,685 | 330 | 0.01% | 0.05% | 194 | -76,661 | -82.13% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 16,678 | 330 | 0.0% | 0.0% | 195 | -104 | -0.62% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 15,624 | 309 | 0.0% | — | 196 | +15,624 | New | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 14,933 | 295 | 0.0% | — | 197 | +14,933 | New | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 14,597 | 295 | 0.0% | — | 198 | +14,597 | New | Q4 2025 | Jan 08, 2026 |
| Swiss Life Asset Management Ltd | History | New | 14,732 | 291 | 0.0% | — | 199 | +14,732 | New | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 14,699 | 291 | 0.0% | 0.0% | 200 | -965 | -6.16% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 14,462 | 286 | 0.01% | 0.01% | 201 | +9 | 0.06% | Q4 2025 | Jan 29, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 13,908 | 275 | 0.07% | 0.05% | 202 | +3,092 | 28.59% | Q4 2025 | Feb 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 13,859 | 274 | 0.02% | — | 203 | +13,859 | New | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | New | 13,762 | 272 | 0.03% | — | 204 | +13,762 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 13,600 | 269 | 0.0% | — | 205 | +13,600 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,354 | 265 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 12,800 | 253 | 0.0% | 0.0% | 207 | +9,400 | 276.47% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 12,579 | 249 | 0.0% | 0.0% | 208 | +2,100 | 20.04% | Q4 2025 | Feb 02, 2026 |
| Ethic Inc. | History | Reduced | 12,306 | 243 | 0.0% | 0.0% | 209 | -1,127 | -8.39% | Q4 2025 | Feb 03, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 11,874 | 235 | 0.0% | — | 210 | +11,874 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 11,802 | 233 | 0.0% | 0.02% | 211 | -171,125 | -93.55% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 11,435 | 226 | 0.01% | — | 212 | +11,435 | New | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 10,612 | 210 | 0.05% | — | 213 | +10,612 | New | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | New | 10,469 | 207 | 0.03% | — | 214 | +10,469 | New | Q4 2025 | Jan 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,321 | 204 | 0.01% | 0.01% | 215 | -646 | -5.89% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,282 | 203 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mach-1 Financial Group, LLC | History | New | 10,187 | 201 | 0.04% | — | 219 | +10,187 | New | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | New | 10,151 | 201 | 0.0% | — | 217 | +10,151 | New | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 9,647 | 201 | 0.02% | 0.02% | 218 | -353 | -3.53% | Q4 2025 | Jan 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 10,130 | 200 | 0.0% | 0.02% | 220 | -518,181 | -98.08% | Q4 2025 | Feb 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,083 | 199 | 0.0% | 0.0% | 221 | -11,102 | -52.41% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 10,030 | 198 | 0.0% | — | 222 | +10,030 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,212 | 182 | 0.01% | 0.0% | 223 | +6,780 | 278.78% | Q4 2025 | Jan 29, 2026 |
| Leonteq Securities AG | History | Added to | 9,010 | 178 | 0.01% | 0.0% | 224 | +7,348 | 442.12% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,003 | 158 | 0.01% | 0.0% | 225 | +1,771 | 28.42% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,340 | 145 | 0.0% | 0.0% | 226 | -61,485 | -89.34% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,438 | 127 | 0.0% | 0.0% | 227 | +3,889 | 152.57% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,629 | 111 | 0.01% | 0.01% | 228 | +1,527 | 37.23% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 4,774 | 94 | 0.0% | 0.02% | 229 | -33,061 | -87.38% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,590 | 90 | 0.0% | 0.0% | 230 | +3,184 | 226.46% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 4,424 | 88 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 4,397 | 87 | 0.0% | 0.0% | 232 | +431 | 10.87% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,103 | 81 | 0.0% | 0.0% | 233 | +2,087 | 103.52% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,786 | 75 | 0.0% | 0.0% | 234 | -1,630 | -30.1% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 3,690 | 73 | 0.02% | — | 235 | +3,690 | New | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 3,351 | 66 | 0.04% | — | 236 | +3,351 | New | Q4 2025 | Feb 19, 2026 |
| EMC Capital Management | History | Reduced | 2,843 | 56 | 0.02% | 0.03% | 237 | -502 | -15.01% | Q4 2025 | Mar 09, 2026 |
| LRI Investments, LLC | History | No change | 2,528 | 50 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STRS OHIO | History | New | 2,500 | 49 | 0.0% | — | 239 | +2,500 | New | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,459 | 48 | 0.01% | — | 240 | +2,459 | New | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,106 | 41 | 0.0% | — | 241 | +2,106 | New | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,881 | 37 | 0.0% | 0.0% | 242 | +1,529 | 434.38% | Q4 2025 | Mar 16, 2026 |
| GAMMA Investing LLC | History | Added to | 1,840 | 36 | 0.0% | 0.0% | 243 | +1,456 | 379.17% | Q4 2025 | Jan 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,807 | 35 | 0.0% | 0.0% | 244 | -306 | -14.48% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,614 | 31 | 0.0% | 0.0% | 246 | +125 | 8.39% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,580 | 31 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,361 | 26 | 0.0% | 0.0% | 247 | +1,165 | 594.39% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,264 | 25 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,221 | 24 | 0.0% | 0.0% | 249 | +21 | 1.75% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | New | 937 | 19 | 0.0% | — | 250 | +937 | New | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | New | 884 | 18 | 0.0% | — | 251 | +884 | New | Q4 2025 | Jan 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 901 | 17 | 0.0% | — | 252 | +901 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 867 | 16 | 0.0% | 0.0% | 253 | +250 | 40.52% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 788 | 15 | 0.0% | 0.0% | 254 | +30 | 3.96% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | New | 734 | 14 | 0.0% | — | 257 | +734 | New | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 740 | 14 | 0.0% | 0.0% | 255 | +40 | 5.71% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 710 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 634 | 12 | 0.0% | — | 258 | +634 | New | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Reduced | 515 | 11 | 0.01% | 0.01% | 260 | -208 | -28.77% | Q4 2025 | Feb 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 537 | 11 | 0.0% | 0.0% | 259 | -189 | -26.03% | Q4 2025 | Feb 19, 2026 |
| UMB Bank, n.a. | History | New | 515 | 10 | 0.0% | — | 261 | +515 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 500 | 9 | 0.0% | — | 262 | +500 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | New | 393 | 7 | 0.0% | — | 263 | +393 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 342 | 6 | 0.0% | 0.0% | 264 | -1,500 | -81.43% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 277 | 5 | 0.0% | — | 266 | +277 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | New | 258 | 5 | 0.0% | — | 267 | +258 | New | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 291 | 5 | 0.0% | 0.0% | 265 | +86 | 41.95% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 295 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Added to | 217 | 4 | 0.0% | 0.0% | 270 | +120 | 123.71% | Q4 2025 | Jan 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 251 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 181 | 3 | 0.0% | — | 275 | +181 | New | Q4 2025 | Jan 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 169 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 200 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 158 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 124 | 2 | 0.0% | 0.0% | 276 | -1,630 | -92.93% | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 140 | 2 | 0.0% | 0.0% | 277 | +54 | 62.79% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | New | 86 | 1 | 0.0% | — | 281 | +86 | New | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | New | 72 | 1 | 0.0% | — | 285 | +72 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 68 | 1 | 0.0% | — | 279 | +68 | New | Q4 2025 | Feb 10, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 58 | 1 | 0.0% | — | 283 | +17 | 41.46% | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 100 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 71 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 78 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 53 | 1 | 0.0% | — | 284 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -700,000 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -537,261 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -518,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -443,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -271,857 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.21% | — | -257,306 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -224,598 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.04% | — | -204,041 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -193,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAVERICK CAPITAL LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -184,755 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Divisadero Street Capital Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -158,125 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.15% | — | -146,239 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -141,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -115,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -95,183 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.27% | — | -92,698 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -68,042 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -54,326 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,847 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,394 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -26,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,516 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -20,031 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,952 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -11,497 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cache Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Reduced | 41 | 0 | — | 0.0% | — | -1,120 | -96.47% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -799 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arax Advisory Partners | History | Reduced | 16 | 0 | — | 0.0% | — | -577 | -97.3% | Q4 2025 | Feb 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -485 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TORONTO DOMINION BANK | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Jan 28, 2026 |
| Manchester Capital Management LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Jan 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 12, 2026 |
| Torren Management, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Feb 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Mar 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 12, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Park Place Capital Corp | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |