VEECO INSTRUMENTS INC - VECO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 9,298,054 | 265,738 | 0.0% | 0.0% | 1 | +186,921 | 2.05% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 7,674,779 | 219,345 | 0.0% | 0.0% | 2 | +11,469 | 0.15% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 5,835,597 | 166,781 | 0.01% | 0.01% | 3 | +829,440 | 16.57% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,413,826 | 97,643 | 0.07% | 0.08% | 4 | -43,230 | -1.25% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 2,550,593 | 72,895 | 0.06% | — | 5 | +2,550,593 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 2,447,267 | 69,942 | 0.0% | 0.0% | 6 | -10,824 | -0.44% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 2,437,649 | 69,668 | 0.57% | 0.55% | 7 | -85,265 | -3.38% | Q4 2025 | Feb 17, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 2,400,499 | 68,606 | 2.89% | 3.11% | 8 | +40,599 | 1.72% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,305,512 | 65,893 | 0.01% | 0.02% | 9 | -176,291 | -7.1% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,820,357 | 52,025 | 0.02% | 0.01% | 10 | +495,767 | 37.43% | Q4 2025 | Feb 09, 2026 |
| Magnetar Financial LLC | History | New | 1,691,446 | 48,341 | 0.47% | — | 11 | +1,691,446 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,481,558 | 42,350 | 0.0% | 0.0% | 12 | +15,200 | 1.04% | Q4 2025 | Feb 09, 2026 |
| WASATCH ADVISORS LP | History | New | 1,013,838 | 28,975 | 0.17% | — | 13 | +1,013,838 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 808,809 | 23,115 | 0.01% | 0.0% | 14 | +696,363 | 619.29% | Q4 2025 | Feb 13, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Reduced | 805,000 | 23,006 | 1.45% | 1.72% | 15 | -5,000 | -0.62% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 760,677 | 21,740 | 0.0% | 0.0% | 16 | -34,562 | -4.35% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 741,869 | 21,202 | 0.02% | — | 17 | +741,869 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 708,931 | 20,261 | 0.01% | 0.01% | 18 | -37,498 | -5.02% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 704,257 | 20,127 | 0.01% | 0.01% | 19 | +27,755 | 4.1% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 598,433 | 17,398 | 0.01% | 0.01% | 20 | -89,222 | -12.97% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 586,393 | 16,759 | 0.0% | 0.0% | 21 | +11,555 | 2.01% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 582,627 | 16,651 | 0.0% | 0.0% | 22 | +376,553 | 182.73% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 571,087 | 16,321 | 0.0% | 0.0% | 23 | -193,734 | -25.33% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 477,386 | 13,643 | 0.01% | 0.0% | 24 | +439,628 | 1164.33% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 469,408 | 13,415 | 0.02% | 0.03% | 25 | -10,000 | -2.09% | Q4 2025 | Feb 04, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 462,423 | 13,216 | 0.13% | 0.16% | 26 | -57,150 | -11.0% | Q4 2025 | Feb 09, 2026 |
| AQR Arbitrage LLC | History | New | 407,574 | 11,648 | 0.25% | — | 27 | +407,574 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 376,532 | 10,761 | 0.0% | 0.0% | 28 | -38,997 | -9.38% | Q4 2025 | Feb 10, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 353,400 | 10,100 | 0.67% | — | 29 | +353,400 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 321,074 | 9,176 | 0.0% | 0.0% | 30 | -13,300 | -3.98% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 319,388 | 9,128 | 0.12% | 0.23% | 31 | -254,376 | -44.33% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 292,360 | 8,355 | 0.0% | 0.0% | 32 | +28,967 | 11.0% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 286,705 | 8,194 | 0.0% | 0.0% | 33 | -3,557 | -1.23% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Added to | 286,362 | 8,184 | 0.0% | 0.0% | 34 | +27,432 | 10.59% | Q4 2025 | Feb 19, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 266,147 | 7,606 | 0.0% | 0.0% | 35 | +243,802 | 1091.08% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 258,582 | 7,390 | 0.0% | 0.0% | 36 | +64 | 0.02% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 244,484 | 6,987 | 0.0% | 0.0% | 37 | -203,334 | -45.41% | Q4 2025 | Feb 17, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 223,278 | 6,381 | 0.27% | 0.36% | 38 | -68,969 | -23.6% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 220,933 | 6,314 | 0.04% | 0.07% | 39 | -104,811 | -32.18% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 208,480 | 5,958 | 0.02% | 0.03% | 40 | -26,159 | -11.15% | Q4 2025 | Feb 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 200,000 | 5,710 | 0.75% | 0.81% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 165,146 | 4,719 | 0.0% | 0.0% | 42 | -8,120 | -4.69% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 165,037 | 4,716 | 0.07% | 0.08% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 163,758 | 4,680 | 0.0% | 0.0% | 44 | -12,377 | -7.03% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 160,013 | 4,573 | 0.0% | 0.0% | 45 | -12,585 | -7.29% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 156,953 | 4,485 | 0.0% | 0.0% | 46 | +13,502 | 9.41% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 155,362 | 4,440 | 0.01% | 0.01% | 47 | -11,367 | -6.82% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 152,178 | 4,349 | 0.0% | 0.0% | 48 | -29,336 | -16.16% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 151,723 | 4,336 | 0.0% | 0.0% | 49 | +86,774 | 133.6% | Q4 2025 | Feb 17, 2026 |
| Riverwater Partners LLC | History | Added to | 149,953 | 4,323 | 1.67% | 1.72% | 50 | +13,653 | 10.02% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 148,167 | 4,234 | 0.0% | 0.0% | 51 | -9,077 | -5.77% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 144,075 | 4,117 | 0.0% | 0.0% | 52 | -53,330 | -27.02% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 132,492 | 3,787 | 0.0% | — | 53 | +132,492 | New | Q4 2025 | Jan 09, 2026 |
| Swiss National Bank | History | Added to | 118,621 | 3,390 | 0.0% | 0.0% | 54 | +2,300 | 1.98% | Q4 2025 | Feb 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 116,014 | 3,315 | 0.07% | 0.08% | 55 | -708 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 104,139 | 2,976 | 0.0% | 0.0% | 56 | -2,799 | -2.62% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 99,890 | 2,854 | 0.0% | 0.01% | 57 | -84,036 | -45.69% | Q4 2025 | Jan 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 96,418 | 2,755 | 0.0% | — | 58 | +96,418 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 93,364 | 2,668 | 0.01% | 0.01% | 59 | -397 | -0.42% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 91,184 | 2,606 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New Age Alpha Advisors, LLC | History | New | 90,230 | 2,578 | 0.11% | — | 61 | +90,230 | New | Q4 2025 | Feb 09, 2026 |
| Kintayl Capital LP | History | New | 88,982 | 2,543 | 1.54% | — | 62 | +88,982 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 84,994 | 2,429 | 0.0% | 0.0% | 63 | +36,481 | 75.2% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 82,640 | 2,361 | 0.0% | 0.0% | 64 | -32,983 | -28.53% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 80,407 | 2,298 | 0.0% | 0.0% | 65 | -34,514 | -30.03% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 72,268 | 2,065 | 0.0% | 0.0% | 66 | +10,112 | 16.27% | Q4 2025 | Feb 12, 2026 |
| Old West Investment Management, LLC | History | Added to | 71,428 | 2,041 | 0.36% | 0.47% | 67 | +3,796 | 5.61% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | Reduced | 66,859 | 1,910 | 0.15% | 0.56% | 68 | -173,828 | -72.22% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 63,257 | 1,807 | 0.02% | — | 69 | +63,257 | New | Q4 2025 | Feb 05, 2026 |
| Bridgewater Associates, LP | History | New | 62,329 | 1,781 | 0.01% | — | 70 | +62,329 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 57,179 | 1,634 | 0.0% | 0.0% | 71 | +84 | 0.15% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 56,885 | 1,625 | 0.0% | 0.0% | 72 | -3,496 | -5.79% | Q4 2025 | Feb 13, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | New | 55,000 | 1,571 | 1.34% | — | 73 | +55,000 | New | Q4 2025 | Feb 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 53,212 | 1,519 | 0.0% | 0.0% | 74 | +2,696 | 5.34% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 51,403 | 1,470 | 0.0% | 0.0% | 75 | -432,884 | -89.39% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 51,081 | 1,459 | 0.0% | 0.0% | 76 | -44,973 | -46.82% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 48,763 | 1,393 | 0.0% | — | 77 | +48,763 | New | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 46,594 | 1,331 | 0.0% | 0.0% | 78 | -10,962 | -19.05% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 41,340 | 1,181 | 0.0% | 0.0% | 79 | -2,063 | -4.75% | Q4 2025 | Feb 05, 2026 |
| ALGERT GLOBAL LLC | History | New | 40,140 | 1,147 | 0.02% | — | 80 | +40,140 | New | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 39,156 | 1,119 | 0.0% | 0.01% | 81 | -78,532 | -66.73% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 38,988 | 1,114 | 0.0% | 0.0% | 82 | -270,102 | -87.39% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 37,405 | 1,069 | 0.0% | 0.0% | 83 | -2,745 | -6.84% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 33,987 | 1,037 | 0.0% | 0.0% | 84 | -15,389 | -31.17% | Q4 2025 | Feb 03, 2026 |
| Man Group plc | History | New | 34,679 | 991 | 0.0% | — | 85 | +34,679 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 33,416 | 955 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 32,882 | 939 | 0.01% | 0.01% | 87 | +361 | 1.11% | Q4 2025 | Jan 23, 2026 |
| ABC ARBITRAGE SA | History | New | 32,148 | 918 | 0.09% | — | 88 | +32,148 | New | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 30,564 | 873 | 0.0% | 0.0% | 89 | -59,416 | -66.03% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 29,446 | 841 | 0.01% | 0.01% | 90 | -943 | -3.1% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 29,255 | 836 | 0.0% | 0.0% | 91 | +3,254 | 12.51% | Q4 2025 | Jan 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 28,511 | 814 | 0.0% | 0.0% | 92 | +6,352 | 28.67% | Q4 2025 | Feb 17, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 28,140 | 804 | 0.19% | 0.26% | 93 | -6,915 | -19.73% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 27,579 | 788 | 0.0% | 0.0% | 95 | +994 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,600 | 788 | 0.01% | 0.01% | 94 | -100 | -0.36% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 26,235 | 750 | 0.0% | 0.0% | 96 | +87 | 0.33% | Q4 2025 | Feb 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 25,076 | 716 | 0.0% | 0.0% | 97 | -29,043 | -53.67% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 24,314 | 694 | 0.02% | — | 98 | +24,314 | New | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 23,700 | 677 | 0.0% | 0.0% | 99 | +8,200 | 52.9% | Q4 2025 | Feb 06, 2026 |
| Amundi | History | Added to | 23,669 | 676 | 0.0% | 0.0% | 100 | +13,053 | 122.96% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 23,532 | 672 | 0.0% | 0.0% | 101 | -110,312 | -82.42% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,096 | 631 | 0.0% | 0.0% | 102 | +11,396 | 106.5% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 21,096 | 602 | 0.01% | 0.0% | 103 | +2,956 | 16.3% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Reduced | 20,859 | 596 | 0.0% | 0.0% | 104 | -33,425 | -61.57% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,831 | 595 | 0.0% | 0.0% | 105 | +2,554 | 13.97% | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 19,589 | 560 | 0.04% | 0.03% | 106 | +5,111 | 35.3% | Q4 2025 | Jan 20, 2026 |
| Verition Fund Management LLC | History | Reduced | 18,495 | 528 | 0.0% | 0.0% | 107 | -19,543 | -51.38% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 17,919 | 512 | 0.0% | 0.0% | 108 | +1,038 | 6.15% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,856 | 510 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 17,691 | 505 | 0.0% | 0.0% | 110 | +2,369 | 15.46% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,077 | 503 | 0.01% | 0.01% | 111 | -2,405 | -13.01% | Q4 2025 | Jan 21, 2026 |
| AMALGAMATED BANK | History | Reduced | 17,457 | 499 | 0.0% | 0.0% | 112 | -58 | -0.33% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 17,336 | 495 | 0.0% | 0.0% | 113 | +2,262 | 15.01% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 17,298 | 494 | 0.01% | — | 114 | +17,298 | New | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 16,987 | 485 | 0.0% | — | 115 | +16,987 | New | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 16,704 | 477 | 0.0% | 0.0% | 116 | -1,022 | -5.77% | Q4 2025 | Jan 28, 2026 |
| Inspire Investing, LLC | History | Added to | 16,361 | 467 | 0.04% | 0.04% | 117 | +1,255 | 8.31% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 16,222 | 463 | 0.03% | 0.01% | 118 | +8,847 | 119.96% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,786 | 451 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 15,186 | 434 | 0.04% | 0.04% | 120 | +60 | 0.4% | Q4 2025 | Jan 12, 2026 |
| NOMURA HOLDINGS INC | History | New | 14,832 | 423 | 0.0% | — | 122 | +14,832 | New | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 14,801 | 423 | 0.0% | 0.0% | 121 | -985 | -6.24% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 14,640 | 418 | 0.0% | 0.0% | 123 | -3,208 | -17.97% | Q4 2025 | Jan 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,528 | 415 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 12,767 | 398 | 0.0% | 0.0% | 125 | -11,808 | -48.05% | Q4 2025 | Feb 18, 2026 |
| Inspire Advisors, LLC | History | Reduced | 13,861 | 396 | 0.04% | 0.35% | 126 | -106,904 | -88.52% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,808 | 394 | 0.01% | 0.01% | 127 | +300 | 2.22% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,331 | 381 | 0.0% | 0.0% | 128 | -532 | -3.84% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,900 | 368 | 0.0% | 0.0% | 129 | +800 | 6.61% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,986 | 313 | 0.0% | 0.0% | 130 | +462 | 4.39% | Q4 2025 | Feb 18, 2026 |
| INTRUST BANK NA | History | Reduced | 10,850 | 310 | 0.03% | 0.03% | 131 | -1,248 | -10.32% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 10,443 | 298 | 0.0% | 0.0% | 132 | -2,754 | -20.87% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 7,534 | 293 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Greenland Capital Management LP | History | New | 10,000 | 285 | 0.03% | — | 134 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,796 | 279 | 0.04% | — | 135 | +9,796 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,611 | 274 | 0.0% | 0.0% | 136 | +1,825 | 23.44% | Q4 2025 | Jan 29, 2026 |
| Caitlin John, LLC | History | New | 9,411 | 268 | 0.18% | — | 138 | +9,411 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,255 | 268 | 0.0% | 0.0% | 137 | +256 | 3.2% | Q4 2025 | Jan 08, 2026 |
| Kendall Capital Management | History | No change | 9,150 | 261 | 0.05% | 0.06% | 139 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 8,988 | 256 | 0.0% | 0.0% | 140 | -358 | -3.83% | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 8,907 | 254 | 0.0% | 0.0% | 141 | +1,069 | 13.64% | Q4 2025 | Jan 28, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,733 | 249 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | No change | 8,409 | 240 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 8,132 | 232 | 0.01% | 0.01% | 144 | -131 | -1.59% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,978 | 228 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 7,960 | 227 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | New | 7,760 | 226 | 0.01% | — | 147 | +7,760 | New | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,696 | 219 | 0.0% | — | 148 | +7,696 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,475 | 214 | 0.0% | 0.0% | 149 | +1,303 | 21.11% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,503 | 214 | 0.0% | 0.01% | 150 | +377 | 5.29% | Q4 2025 | Feb 11, 2026 |
| Legacy Capital Group California, Inc. | History | New | 7,327 | 209 | 0.05% | — | 151 | +7,327 | New | Q4 2025 | Jan 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 7,000 | 200 | 0.0% | — | 152 | +7,000 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 5,611 | 160 | 0.01% | 0.01% | 153 | +218 | 4.04% | Q4 2025 | Jan 05, 2026 |
| Aquatic Capital Management LLC | History | New | 5,516 | 157 | 0.0% | — | 154 | +5,516 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 5,394 | 154 | 0.04% | — | 155 | +5,394 | New | Q4 2025 | Mar 03, 2026 |
| CWM, LLC | History | Added to | 5,068 | 145 | 0.0% | 0.0% | 156 | +83 | 1.66% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,043 | 144 | 0.0% | 0.0% | 157 | +245 | 5.11% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,781 | 136 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,535 | 129 | 0.0% | 0.0% | 159 | +28 | 0.62% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,021 | 114 | 0.0% | 0.0% | 160 | -1,090 | -21.33% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 3,840 | 109 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,702 | 107 | 0.0% | 0.01% | 162 | +703 | 23.44% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,697 | 105 | 0.0% | 0.0% | 163 | +52 | 1.43% | Q4 2025 | Jan 15, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,583 | 102 | 0.0% | — | 164 | +3,562 | 16961.9% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,425 | 97 | 0.0% | 0.0% | 165 | -537 | -13.55% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,790 | 79 | 0.0% | 0.0% | 166 | +1,751 | 168.53% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,461 | 70 | 0.0% | 0.0% | 167 | +1,370 | 125.57% | Q4 2025 | Mar 16, 2026 |
| KBC Group NV | History | No change | 1,863 | 53 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,811 | 51 | 0.0% | 0.0% | 169 | -4,789 | -72.56% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,251 | 36 | 0.0% | 0.0% | 170 | +150 | 13.62% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,094 | 31 | 0.0% | — | 171 | +1,094 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,114 | 31 | 0.0% | 0.0% | 172 | +43 | 4.01% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 915 | 26 | 0.0% | 0.0% | 173 | +20 | 2.23% | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 911 | 26 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | Added to | 843 | 24 | 0.0% | 0.0% | 175 | +170 | 25.26% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 789 | 22 | 0.0% | 0.0% | 176 | -4,128 | -83.95% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 797 | 22 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 680 | 20 | 0.0% | 0.0% | 178 | +41 | 6.42% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 665 | 19 | 0.0% | 0.0% | 179 | +232 | 53.58% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 637 | 18 | 0.0% | 0.0% | 180 | -1,572 | -71.16% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 650 | 18 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 477 | 13 | 0.0% | 0.0% | 182 | -144 | -23.19% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 425 | 12 | 0.0% | — | 183 | +425 | New | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 399 | 12 | 0.0% | 0.0% | 184 | +32 | 8.72% | Q4 2025 | Jan 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 400 | 11 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 357 | 10 | 0.0% | 0.0% | 186 | -1,281 | -78.21% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 337 | 9 | 0.0% | — | 187 | +337 | New | Q4 2025 | Feb 11, 2026 |
| Sankala Group LLC | History | New | 304 | 9 | 0.01% | — | 190 | +304 | New | Q4 2025 | Mar 02, 2026 |
| Sound Income Strategies, LLC | History | New | 279 | 9 | 0.0% | — | 188 | +279 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 346 | 9 | 0.0% | 0.0% | 189 | +267 | 337.97% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 239 | 6 | 0.0% | 0.0% | 191 | +81 | 51.27% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 223 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 180 | 5 | 0.0% | — | 194 | +180 | New | Q4 2025 | Feb 17, 2026 |
| First Pacific Financial | History | Added to | 189 | 5 | 0.0% | 0.0% | 193 | +51 | 36.96% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | New | 160 | 4 | 0.0% | — | 195 | +160 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 152 | 4 | 0.0% | 0.0% | 196 | -3 | -1.94% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | No change | 158 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 132 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 119 | 3 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 87 | 2 | 0.0% | 0.0% | 200 | +22 | 33.85% | Q4 2025 | Feb 10, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 70 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 85 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 36 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 47 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -856,317 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BAILLIE GIFFORD & CO | History | Closed out | 0 | 0 | — | 0.02% | — | -744,218 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -678,169 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Aristotle Capital Boston, LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -617,933 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -432,769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.01% | — | -292,420 | -100.0% | Q3 2025 | Oct 27, 2025 |
| 4D Advisors, LLC | History | Closed out | 0 | 0 | — | 3.24% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hosking Partners LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -79,233 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -77,108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dana Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -72,212 | -100.0% | Q3 2025 | Nov 10, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -71,382 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -51,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -33,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -29,877 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,905 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,513 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SCOGGIN MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.09% | — | -17,947 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Andra AP-fonden | History | Closed out | 0 | 0 | — | 0.01% | — | -17,839 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -14,341 | -100.0% | Q3 2025 | Oct 30, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -12,611 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TradeLink Capital LLC | History | Closed out | 0 | 0 | — | 2.63% | — | -12,025 | -100.0% | Q3 2025 | Nov 03, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -11,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,370 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,890 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,826 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,455 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -7,008 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,739 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,001 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,261 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -572 | -99.83% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -557 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | 0.0% | — | -84 | -95.45% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 21 | 0 | — | — | — | -21 | -50.0% | Q4 2025 | Feb 02, 2026 |
| Torren Management, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CIBC Private Wealth Group LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 31 | 0 | — | — | — | +3 | 10.71% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| True Wealth Design, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Breakwater Investment Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ransom Advisory, Ltd | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |