U S PHYSICAL THERAPY INC /NV - USPH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 2,199,920 | 171,791 | 0.0% | 0.0% | 1 | +22,297 | 1.02% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,212,260 | 94,665 | 0.25% | 0.28% | 2 | -141,097 | -10.43% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,085,336 | 84,753 | 0.0% | 0.0% | 3 | +15,712 | 1.47% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,003,333 | 78,350 | 0.0% | 0.01% | 4 | -129,484 | -11.43% | Q4 2025 | Feb 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 786,114 | 61,387 | 1.37% | 1.49% | 5 | -57,867 | -6.86% | Q4 2025 | Jan 29, 2026 |
| BAHL & GAYNOR INC | History | Added to | 660,864 | 51,606 | 0.26% | 0.2% | 6 | +186,176 | 39.22% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 648,427 | 50,635 | 0.0% | 0.0% | 7 | -6,108 | -0.93% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 499,965 | 39,042 | 0.0% | 0.0% | 8 | +182,765 | 57.62% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 491,726 | 38,402 | 0.01% | 0.01% | 9 | +17,482 | 3.69% | Q4 2025 | Feb 12, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 479,536 | 37,446 | 5.23% | 5.56% | 10 | -25,686 | -5.08% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 452,314 | 35,321 | 0.27% | 0.31% | 11 | -37,754 | -7.7% | Q4 2025 | Jan 28, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 385,189 | 30,079 | 0.03% | 0.02% | 12 | +262,163 | 213.1% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 364,253 | 29,602 | 0.02% | — | 13 | +364,253 | New | Q4 2025 | Feb 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 370,707 | 28,948 | 0.08% | 0.08% | 14 | +24,848 | 7.18% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Added to | 361,974 | 28,267 | 0.24% | 0.26% | 15 | +11,093 | 3.16% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 355,237 | 27,745 | 0.0% | 0.0% | 16 | +1,097 | 0.31% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 270,545 | 21,126 | 0.01% | 0.01% | 17 | -66,663 | -19.77% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 266,340 | 20,798 | 0.01% | 0.01% | 18 | +8,075 | 3.13% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 214,466 | 16,747 | 0.0% | 0.0% | 19 | -15,277 | -6.65% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 178,690 | 13,953 | 0.03% | 0.06% | 20 | -162,122 | -47.57% | Q4 2025 | Mar 16, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 148,120 | 11,566 | 0.19% | 0.21% | 21 | +1,368 | 0.93% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 147,888 | 11,548 | 0.0% | 0.0% | 22 | +5,207 | 3.65% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 147,748 | 11,537 | 0.0% | 0.0% | 23 | -16,641 | -10.12% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 134,724 | 10,520 | 0.0% | 0.0% | 24 | +9,510 | 7.59% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 129,839 | 10,139 | 0.0% | 0.0% | 25 | -23,835 | -15.51% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 109,696 | 8,566 | 0.0% | — | 26 | +109,696 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 108,485 | 8,471 | 0.0% | 0.0% | 27 | +20,581 | 23.41% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 107,644 | 8,406 | 0.01% | 0.01% | 28 | +3,169 | 3.03% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 105,433 | 8,233 | 0.0% | 0.0% | 29 | -4,404 | -4.01% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 102,588 | 8,020 | 0.0% | 0.0% | 30 | -4,642 | -4.33% | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | New | 93,805 | 7,325 | 0.03% | — | 31 | +93,805 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 93,401 | 7,293 | 0.0% | 0.0% | 32 | +5,200 | 5.9% | Q4 2025 | Mar 25, 2026 |
| Alpine Peaks Capital, LP | History | Reduced | 91,224 | 7,123 | 6.78% | 7.02% | 33 | -3,910 | -4.11% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 88,574 | 6,916 | 0.0% | 0.0% | 34 | +4,539 | 5.4% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 86,619 | 6,764 | 0.0% | 0.0% | 35 | +51,485 | 146.54% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 85,142 | 6,648 | 0.14% | 0.16% | 36 | -107 | -0.13% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 69,999 | 5,466 | 0.24% | 0.27% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 69,834 | 5,453 | 0.0% | 0.0% | 38 | +59,959 | 607.18% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 66,888 | 5,223 | 0.0% | 0.0% | 39 | +33,602 | 100.95% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 62,374 | 4,870 | 0.01% | 0.01% | 40 | -42,471 | -40.51% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 58,507 | 4,568 | 0.0% | 0.0% | 41 | +4,932 | 9.21% | Q4 2025 | Feb 19, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 54,174 | 4,230 | 0.0% | 0.01% | 42 | -11,548 | -17.57% | Q4 2025 | Feb 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 52,850 | 4,127 | 1.21% | 1.12% | 43 | +3,650 | 7.42% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 52,573 | 4,105 | 0.01% | 0.02% | 44 | -6,782 | -11.43% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 48,735 | 3,805 | 0.0% | 0.0% | 45 | -1,699 | -3.37% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 48,700 | 3,802 | 0.0% | 0.0% | 46 | -2,457 | -4.8% | Q4 2025 | Feb 13, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 46,905 | 3,662 | 2.22% | 2.31% | 47 | -3,280 | -6.54% | Q4 2025 | Feb 17, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 43,268 | 3,378 | 0.87% | 1.04% | 48 | -2,801 | -6.08% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | Added to | 41,284 | 3,223 | 0.16% | 0.03% | 49 | +35,237 | 582.72% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 38,656 | 3,018 | 0.0% | 0.0% | 50 | -1,792 | -4.43% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 36,361 | 2,839 | 0.0% | 0.0% | 51 | +4,418 | 13.83% | Q4 2025 | Feb 18, 2026 |
| Hodges Capital Management Inc. | History | New | 35,105 | 2,741 | 0.24% | — | 52 | +35,105 | New | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 34,404 | 2,686 | 0.02% | 0.02% | 53 | +5,610 | 19.48% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 31,125 | 2,430 | 0.04% | 0.05% | 54 | -2,636 | -7.81% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 30,091 | 2,349 | 0.0% | 0.0% | 55 | -1,188 | -3.8% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 30,000 | 2,342 | 0.0% | 0.0% | 56 | +600 | 2.04% | Q4 2025 | Feb 12, 2026 |
| PENN DAVIS MCFARLAND INC | History | Added to | 29,793 | 2,326 | 0.22% | 0.26% | 57 | +4 | 0.01% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,414 | 2,218 | 0.0% | 0.0% | 58 | +15,414 | 118.57% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 28,245 | 2,205 | 0.01% | 0.01% | 59 | +18,295 | 183.87% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 27,647 | 2,158 | 0.0% | 0.0% | 60 | -133 | -0.48% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,000 | 2,030 | 0.0% | 0.0% | 61 | +12,620 | 94.32% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | New | 25,194 | 1,967 | 0.04% | — | 62 | +25,194 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,026 | 1,954 | 0.0% | 0.01% | 63 | -35,241 | -58.47% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,288 | 1,896 | 0.0% | 0.0% | 64 | +4,808 | 24.68% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 24,161 | 1,886 | 0.0% | 0.0% | 65 | +2,823 | 13.23% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 23,691 | 1,850 | 0.0% | 0.0% | 66 | +2,442 | 11.49% | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | Added to | 22,116 | 1,727 | 0.15% | 0.11% | 67 | +10,306 | 87.27% | Q4 2025 | Feb 06, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 21,621 | 1,688 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 21,566 | 1,684 | 0.01% | 0.01% | 69 | -797 | -3.56% | Q4 2025 | Feb 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 19,729 | 1,540 | 0.22% | 0.24% | 70 | +265 | 1.36% | Q4 2025 | Jan 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 19,467 | 1,520 | 0.0% | 0.0% | 71 | +16,602 | 579.48% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 19,414 | 1,516 | 0.0% | 0.0% | 72 | +2,591 | 15.4% | Q4 2025 | Feb 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 17,968 | 1,403 | 0.08% | 0.1% | 73 | -3,916 | -17.89% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,787 | 1,388 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,708 | 1,382 | 0.0% | 0.0% | 75 | -1,211 | -6.4% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 17,634 | 1,377 | 0.0% | 0.01% | 76 | -4,875 | -21.66% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 17,590 | 1,373 | 0.02% | 0.02% | 77 | -3,514 | -16.65% | Q4 2025 | Feb 02, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 15,275 | 1,192 | 0.02% | 0.02% | 78 | +365 | 2.45% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Reduced | 14,801 | 1,155 | 0.0% | 0.0% | 79 | -1,329 | -8.24% | Q4 2025 | Feb 11, 2026 |
| South Dakota Investment Council | History | Reduced | 14,713 | 1,149 | 0.02% | 0.03% | 80 | -1,200 | -7.54% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Added to | 14,688 | 1,146 | 0.03% | 0.03% | 81 | +7,252 | 97.53% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,079 | 1,099 | 0.0% | 0.0% | 82 | -860 | -5.76% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,924 | 1,087 | 0.0% | 0.0% | 83 | -13 | -0.09% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,124 | 1,025 | 0.0% | 0.0% | 84 | +1,192 | 9.99% | Q4 2025 | Feb 17, 2026 |
| Martin Capital Advisors, LLP | History | No change | 12,909 | 1,008 | 0.59% | 0.66% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 12,890 | 1,006 | 0.02% | 0.03% | 86 | -3,823 | -22.87% | Q4 2025 | Feb 12, 2026 |
| True North Advisors, LLC | History | Added to | 12,674 | 989 | 0.13% | 0.15% | 87 | +1,731 | 15.82% | Q4 2025 | Jan 22, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,580 | 982 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,850 | 925 | 0.0% | 0.0% | 89 | +683 | 6.12% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,828 | 924 | 0.0% | 0.0% | 90 | -1,765 | -12.98% | Q4 2025 | Jan 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,187 | 873 | 0.0% | 0.0% | 91 | -2,818 | -20.12% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,724 | 837 | 0.0% | 0.0% | 92 | -2,510 | -18.97% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,558 | 824 | 0.06% | 0.07% | 93 | +230 | 2.23% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,448 | 816 | 0.0% | 0.0% | 94 | -521 | -4.75% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 10,268 | 801 | 0.0% | 0.0% | 95 | +1,975 | 23.82% | Q4 2025 | Jan 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 10,037 | 783 | 0.0% | 0.0% | 96 | -39 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 9,868 | 770 | 0.0% | 0.0% | 97 | -9,392 | -48.76% | Q4 2025 | Feb 13, 2026 |
| QSV Equity Investors LLC | History | Reduced | 9,808 | 765 | 1.13% | 1.28% | 98 | -4,977 | -33.66% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 9,217 | 719 | 0.0% | 0.0% | 99 | +999 | 12.16% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,050 | 706 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,842 | 690 | 0.02% | 0.04% | 101 | -6,514 | -42.42% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 8,762 | 684 | 0.17% | 0.19% | 102 | -267 | -2.96% | Q4 2025 | Jan 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 8,535 | 666 | 0.01% | 0.01% | 103 | +90 | 1.07% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 7,812 | 610 | 0.01% | 0.01% | 104 | +962 | 14.04% | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 7,718 | 602 | 0.0% | 0.0% | 105 | -37,098 | -82.78% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,684 | 600 | 0.01% | 0.01% | 106 | -417 | -5.15% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,634 | 596 | 0.0% | 0.0% | 107 | +4,327 | 130.84% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 7,337 | 572 | 0.0% | 0.0% | 108 | -582 | -7.35% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,006 | 547 | 0.0% | 0.0% | 109 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 7,000 | 546 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 6,700 | 523 | 0.0% | 0.0% | 111 | -12,600 | -65.28% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 6,602 | 516 | 0.0% | 0.0% | 112 | -3,915 | -37.23% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,596 | 515 | 0.0% | 0.0% | 113 | -3,777 | -36.41% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 6,521 | 509 | 0.0% | — | 114 | +6,521 | New | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 6,469 | 505 | 0.08% | 0.1% | 115 | -556 | -7.91% | Q4 2025 | Jan 22, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 6,315 | 493 | 0.01% | 0.01% | 116 | -1,293 | -17.0% | Q4 2025 | Feb 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,211 | 485 | 0.0% | 0.01% | 117 | -2,667 | -30.04% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 6,117 | 478 | 0.04% | 0.04% | 118 | -284 | -4.44% | Q4 2025 | Jan 20, 2026 |
| Morningstar Investment Management LLC | History | No change | 5,919 | 462 | 0.03% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 5,888 | 459 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,789 | 452 | 0.0% | 0.0% | 121 | -647 | -10.05% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | New | 5,628 | 439 | 0.0% | — | 122 | +5,628 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 5,467 | 426 | 0.09% | 0.34% | 123 | -8,772 | -61.61% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,417 | 423 | 0.0% | 0.0% | 124 | -1,810 | -25.04% | Q4 2025 | Jan 05, 2026 |
| &PARTNERS | History | Reduced | 5,215 | 408 | 0.0% | 0.0% | 125 | -1,526 | -22.64% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 5,133 | 401 | 0.0% | 0.0% | 126 | -57 | -1.1% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,958 | 387 | 0.01% | 0.01% | 127 | -765 | -13.37% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 4,888 | 381 | 0.0% | 0.0% | 128 | -145 | -2.88% | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 4,864 | 379 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,813 | 375 | 0.0% | 0.0% | 130 | -706 | -12.79% | Q4 2025 | Mar 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,159 | 353 | 0.0% | 0.0% | 131 | -617 | -12.92% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,414 | 345 | 0.0% | 0.0% | 132 | -47 | -1.05% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,407 | 344 | 0.0% | 0.0% | 133 | -30 | -0.68% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 4,386 | 343 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arizona State Retirement System | History | Reduced | 4,248 | 331 | 0.0% | 0.0% | 135 | -247 | -5.49% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,052 | 329 | 0.0% | 0.0% | 136 | -559 | -12.12% | Q4 2025 | Jan 08, 2026 |
| CWC Advisors, LLC. | History | Reduced | 4,162 | 325 | 0.16% | 0.2% | 137 | -550 | -11.67% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,164 | 325 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 3,987 | 311 | 0.05% | 0.04% | 139 | +1,477 | 58.84% | Q4 2025 | Apr 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,963 | 309 | 0.0% | 0.01% | 140 | -681 | -14.66% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,931 | 306 | 0.0% | 0.0% | 141 | -774 | -16.45% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,764 | 293 | 0.0% | 0.0% | 142 | -108 | -2.79% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,709 | 290 | 0.0% | 0.0% | 143 | -251 | -6.34% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,483 | 271 | 0.0% | 0.0% | 144 | +27 | 0.78% | Q4 2025 | Feb 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,392 | 264 | 0.0% | 0.0% | 145 | -41,194 | -92.39% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,361 | 262 | 0.0% | 0.0% | 146 | +198 | 6.26% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 3,318 | 259 | 0.0% | 0.0% | 147 | -1,129 | -25.39% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 3,300 | 257 | 0.0% | 0.0% | 148 | +400 | 13.79% | Q4 2025 | Jan 28, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,973 | 249 | 0.0% | 0.0% | 149 | -2,888 | -49.27% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,169 | 247 | 0.0% | 0.0% | 150 | +14 | 0.44% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 3,055 | 238 | 0.01% | 0.01% | 151 | +576 | 23.24% | Q4 2025 | Jan 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,000 | 234 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,928 | 228 | 0.0% | 0.0% | 153 | -163 | -5.27% | Q4 2025 | Feb 06, 2026 |
| ProShare Advisors LLC | History | Added to | 2,932 | 228 | 0.0% | 0.0% | 154 | +88 | 3.09% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 2,789 | 217 | 0.0% | — | 155 | +2,789 | New | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 2,716 | 212 | 0.0% | — | 156 | +2,716 | New | Q4 2025 | Jan 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,697 | 210 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,631 | 205 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,618 | 204 | 0.0% | — | 159 | +2,618 | New | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,292 | 178 | 0.0% | 0.0% | 160 | +3 | 0.13% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,839 | 143 | 0.0% | 0.0% | 161 | -664 | -26.53% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | No change | 1,372 | 107 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 1,300 | 101 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,260 | 98 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 1,178 | 91 | 0.01% | 0.03% | 165 | -3,394 | -74.23% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,132 | 88 | 0.0% | 0.0% | 166 | +1,059 | 1450.68% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,052 | 82 | 0.0% | 0.0% | 167 | +140 | 15.35% | Q4 2025 | Feb 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,001 | 78 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 873 | 68 | 0.0% | 0.0% | 169 | +233 | 36.41% | Q4 2025 | Jan 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 772 | 60 | 0.0% | 0.0% | 171 | +390 | 102.09% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 774 | 60 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Reduced | 589 | 46 | 0.0% | 0.0% | 172 | -379 | -39.15% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 588 | 45 | 0.0% | — | 173 | +588 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 570 | 44 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 516 | 40 | 0.0% | 0.0% | 175 | +348 | 207.14% | Q4 2025 | Jan 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 511 | 39 | 0.0% | — | 176 | +511 | New | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 448 | 34 | 0.0% | 0.0% | 178 | -7 | -1.54% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 442 | 34 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 413 | 32 | 0.0% | 0.0% | 179 | -17 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 407 | 31 | 0.0% | 0.0% | 180 | -231 | -36.21% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 401 | 31 | 0.0% | 0.0% | 181 | -70 | -14.86% | Q4 2025 | Feb 06, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 400 | 31 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 390 | 30 | 0.0% | 0.0% | 183 | -312 | -44.44% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 366 | 29 | 0.0% | 0.0% | 184 | +132 | 56.41% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 381 | 29 | 0.0% | 0.0% | 185 | -11 | -2.81% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 360 | 28 | 0.0% | 0.0% | 186 | -1 | -0.28% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | Added to | 271 | 21 | 0.0% | 0.0% | 187 | +124 | 84.35% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 251 | 20 | 0.0% | 0.02% | 188 | -886 | -77.92% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 251 | 19 | 0.0% | 0.0% | 189 | -9 | -3.46% | Q4 2025 | Jan 15, 2026 |
| Centerpoint Advisors, LLC | History | No change | 224 | 17 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 192 | 14 | 0.0% | 0.0% | 191 | +10 | 5.49% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 168 | 13 | 0.0% | 0.0% | 192 | +7 | 4.35% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 162 | 12 | 0.0% | 0.0% | 193 | -44 | -21.36% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 160 | 12 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 124 | 10 | 0.0% | 0.0% | 195 | -37 | -22.98% | Q4 2025 | Jan 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 110 | 9 | 0.0% | 0.0% | 196 | +48 | 77.42% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 118 | 9 | 0.0% | 0.0% | 198 | -6 | -4.84% | Q4 2025 | Jan 13, 2026 |
| CVA Family Office, LLC | History | No change | 128 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 93 | 8 | 0.0% | — | 199 | +93 | New | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | New | 102 | 7 | 0.0% | — | 200 | +102 | New | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 94 | 7 | 0.0% | 0.0% | 201 | +47 | 100.0% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 97 | 7 | 0.0% | 0.0% | 202 | -7 | -6.73% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 78 | 6 | 0.0% | 0.0% | 203 | +7 | 9.86% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | New | 67 | 5 | 0.0% | — | 204 | +67 | New | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 57 | 4 | 0.0% | 0.0% | 205 | +1 | 1.79% | Q4 2025 | Feb 18, 2026 |
| WPG Advisers, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MidFirst Bank | History | New | 49 | 3 | 0.0% | — | 208 | +49 | New | Q4 2025 | Feb 25, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 29 | 2 | 0.0% | — | 211 | +29 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 35 | 2 | 0.0% | — | 210 | +25 | 250.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 37 | 2 | 0.0% | 0.0% | 212 | -4 | -9.76% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 33 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 25 | 1 | 0.0% | — | 218 | +25 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 21 | 1 | 0.0% | — | 216 | +16 | 320.0% | Q4 2025 | Jan 08, 2026 |
| CX Institutional | History | New | 11 | 1 | 0.0% | — | 217 | +11 | New | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21 | 1 | 0.0% | 0.0% | 220 | +4 | 23.53% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 213 | -2 | -10.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Added to | 9 | 1 | 0.0% | 0.0% | 219 | +2 | 28.57% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 22 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ancora Advisors LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 4D Advisors, LLC | History | Closed out | 0 | 0 | — | 4.97% | — | -110,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -29,906 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.01% | — | -25,181 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,323 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -20,594 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -19,346 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -16,376 | -100.0% | Q3 2025 | Oct 30, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,615 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,951 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,094 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,946 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.05% | — | -3,770 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,271 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.06% | — | -2,975 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -2,859 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,676 | -100.0% | Q3 2025 | Oct 17, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,543 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,443 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Smartleaf Asset Management LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -179 | -93.72% | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Oct 08, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Reduced | 12 | 0 | — | 0.0% | — | -80 | -86.96% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 8 | 0 | — | 0.0% | — | -46 | -85.19% | Q4 2025 | Mar 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |