VODAFONE GROUP PUBLIC LTD CO - VOD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACR Alpine Capital Research, LLC | History | Reduced | 26,070,647 | 344,393 | 5.37% | 5.17% | 1 | -24,439 | -0.09% | Q4 2025 | Feb 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 25,633,289 | 338,615 | 0.2% | 0.2% | 2 | -1,642,714 | -6.02% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,286,509 | 201,934 | 0.02% | 0.02% | 3 | +182,574 | 1.21% | Q4 2025 | Mar 25, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 10,374,561 | 137,047 | 0.35% | 0.35% | 4 | -209,117 | -1.98% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,902,486 | 117,601 | 0.02% | 0.0% | 5 | +8,811,061 | 9637.47% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 8,487,605 | 112,121 | 0.01% | 0.01% | 6 | -1,544,540 | -15.4% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,048,388 | 93,109 | 0.01% | 0.01% | 7 | -282,756 | -3.86% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,741,814 | 75,849 | 0.93% | 0.76% | 8 | -225,599 | -3.78% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,747,807 | 62,718 | 0.1% | 0.14% | 9 | -4,099,925 | -46.34% | Q4 2025 | Feb 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,388,887 | 57,977 | 0.2% | 0.23% | 10 | -1,532,503 | -25.88% | Q4 2025 | Feb 17, 2026 |
| SALT Holding Corp. | History | No change | 3,821,000 | 50,475 | 39.11% | 41.36% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,665,774 | 48,424 | 0.01% | 0.02% | 12 | -1,852,292 | -33.57% | Q4 2025 | Feb 10, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 3,227,589 | 42,636 | 3.99% | 4.16% | 13 | -418,823 | -11.49% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,103,024 | 40,990 | 0.02% | 0.02% | 14 | -119,259 | -3.7% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,872,699 | 37,948 | 0.01% | 0.01% | 15 | -123,180 | -4.11% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,852,595 | 37,684 | 0.01% | — | 16 | +2,852,595 | New | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 2,639,221 | 34,864 | 0.01% | 0.03% | 17 | -2,872,378 | -52.12% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,346,686 | 30,999 | 0.0% | 0.0% | 18 | +331,114 | 16.43% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,241,767 | 29,613 | 0.0% | 0.0% | 19 | +1,527,436 | 213.83% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,173,200 | 28,707 | 0.01% | 0.01% | 20 | +309,982 | 16.64% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,143,101 | 28,310 | 0.07% | 0.03% | 21 | +1,302,163 | 154.85% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Associates, LP | History | Reduced | 2,039,659 | 26,943 | 0.1% | 0.09% | 22 | -7,845 | -0.38% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,015,003 | 26,622 | 0.01% | 0.01% | 23 | +111,480 | 5.86% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,946,620 | 25,714 | 0.0% | 0.0% | 24 | -4,075,342 | -67.67% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 1,573,371 | 20,784 | 0.0% | 0.0% | 25 | +510,315 | 48.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,549,978 | 20,475 | 0.0% | 0.0% | 26 | -17,253 | -1.1% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,494,294 | 19,739 | 0.0% | 0.0% | 27 | -181,318 | -10.82% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,446,646 | 19,110 | 0.11% | 0.09% | 28 | +89,434 | 6.59% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,349,543 | 17,827 | 0.0% | 0.0% | 29 | -84,798 | -5.91% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,333,113 | 17,610 | 0.43% | 0.51% | 30 | -274,313 | -17.07% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,085,452 | 14,338 | 0.01% | 0.01% | 31 | -68,348 | -5.92% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,048,593 | 13,851 | 0.0% | 0.0% | 32 | -77,131 | -6.85% | Q4 2025 | Feb 18, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,028,112 | 13,715 | 0.09% | 0.04% | 33 | +478,977 | 87.22% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,022,829 | 13,511 | 0.03% | 0.03% | 34 | +112,330 | 12.34% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Added to | 1,021,519 | 13,494 | 0.02% | 0.01% | 35 | +442,381 | 76.39% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,005,582 | 13,283 | 0.02% | 0.01% | 36 | +12,843 | 1.29% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 990,280 | 13,081 | 0.13% | 0.1% | 37 | +88,915 | 9.86% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 982,687 | 12,981 | 0.0% | 0.0% | 38 | -133,518 | -11.96% | Q4 2025 | Jan 29, 2026 |
| GABELLI FUNDS LLC | History | New | 952,800 | 12,586 | 0.09% | — | 39 | +952,800 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 941,789 | 12,441 | 0.0% | 0.0% | 40 | +113,666 | 13.73% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 886,146 | 11,705 | 0.13% | 0.12% | 41 | -4,982 | -0.56% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 815,009 | 10,765 | 0.03% | 0.03% | 42 | +222,942 | 37.65% | Q4 2025 | Feb 12, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 800,000 | 10,568 | 0.98% | — | 43 | +800,000 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 792,531 | 10,469 | 0.0% | 0.0% | 44 | +7,001 | 0.89% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 786,877 | 10,394 | 0.01% | 0.01% | 45 | +2,705 | 0.34% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | No change | 762,659 | 10,074 | 0.02% | 0.04% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIH Partners, LLLP | History | Reduced | 757,908 | 10,011 | 0.19% | 0.32% | 47 | -200,000 | -20.88% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 755,300 | 9,977 | 0.02% | 0.02% | 48 | -44,500 | -5.56% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 752,504 | 9,940 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Added to | 707,326 | 9,343 | 2.59% | 2.33% | 50 | +2,767 | 0.39% | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 697,352 | 9,212 | 0.17% | 0.15% | 51 | +53,900 | 8.38% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 646,741 | 8,543 | 0.01% | 0.01% | 52 | +29,697 | 4.81% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 557,505 | 7,364 | 0.0% | 0.0% | 53 | +1,811 | 0.33% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 546,151 | 7,214 | 0.01% | 0.01% | 54 | -64,249 | -10.53% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 502,622 | 6,639 | 0.01% | 0.0% | 55 | +207,272 | 70.18% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 479,053 | 6,328 | 0.0% | 0.02% | 56 | -2,727,051 | -85.06% | Q4 2025 | Feb 17, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 463,548 | 6,123 | 2.24% | 2.58% | 57 | -10,852 | -2.29% | Q4 2025 | Jan 23, 2026 |
| DRW Securities, LLC | History | Added to | 456,418 | 6,029 | 0.16% | 0.04% | 58 | +285,819 | 167.54% | Q4 2025 | Feb 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 442,113 | 5,840 | 0.02% | 0.02% | 59 | -228,360 | -34.06% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 427,698 | 5,649 | 0.2% | 0.17% | 60 | +20,847 | 5.12% | Q4 2025 | Jan 07, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 407,031 | 5,376 | 1.16% | 1.3% | 61 | -103,700 | -20.3% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 394,194 | 5,207 | 0.01% | 0.01% | 62 | -151,965 | -27.82% | Q4 2025 | Mar 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 385,107 | 5,087 | 0.01% | 0.01% | 63 | -12,581 | -3.16% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 377,507 | 4,986 | 0.0% | 0.0% | 64 | +131,277 | 53.31% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 371,873 | 4,912 | 0.0% | 0.0% | 65 | -41,274 | -9.99% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 352,848 | 4,661 | 0.07% | 0.07% | 66 | -127,034 | -26.47% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 352,738 | 4,659 | 0.01% | 0.01% | 67 | +3,829 | 1.1% | Q4 2025 | Feb 10, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 352,038 | 4,650 | 0.04% | 0.02% | 68 | +142,440 | 67.96% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 350,356 | 4,628 | 0.02% | 0.02% | 69 | -58,396 | -14.29% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 320,545 | 4,234 | 0.07% | 0.04% | 70 | +12,780 | 4.15% | Q4 2025 | Feb 18, 2026 |
| Creek Drive Management Group LLC | History | New | 2,600,000 | 3,900 | 43.52% | — | 71 | +2,600,000 | New | Q4 2025 | Mar 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 289,935 | 3,830 | 0.0% | 0.0% | 72 | +37,798 | 14.99% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | New | 288,796 | 3,814 | 0.0% | — | 73 | +288,796 | New | Q4 2025 | Feb 13, 2026 |
| Clean Yield Group | History | Reduced | 283,978 | 3,751 | 1.04% | 1.03% | 74 | -30,519 | -9.7% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 277,449 | 3,665 | 0.01% | 0.03% | 75 | -851,563 | -75.43% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 260,781 | 3,445 | 0.01% | 0.0% | 76 | -23,694 | -8.33% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 251,683 | 3,324 | 0.0% | 0.0% | 77 | +9,206 | 3.8% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 231,206 | 3,054 | 0.0% | — | 78 | +231,206 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 230,327 | 3,042 | 0.0% | 0.0% | 79 | +156,750 | 213.04% | Q4 2025 | Feb 17, 2026 |
| HF Advisory Group, LLC | History | Added to | 223,712 | 2,955 | 1.03% | 0.89% | 80 | +15,265 | 7.32% | Q4 2025 | Jan 23, 2026 |
| Old Port Advisors | History | Added to | 223,487 | 2,952 | 0.72% | 0.64% | 81 | +4,508 | 2.06% | Q4 2025 | Jan 08, 2026 |
| &PARTNERS | History | Added to | 216,501 | 2,859 | 0.01% | 0.01% | 82 | +80,431 | 59.11% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 211,619 | 2,795 | 0.03% | 0.03% | 83 | +3,148 | 1.51% | Q4 2025 | Feb 02, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 208,940 | 2,760 | 0.12% | 0.17% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 196,532 | 2,596 | 0.0% | 0.0% | 85 | +18,572 | 10.44% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 195,020 | 2,577 | 0.04% | 0.04% | 86 | -27,340 | -12.3% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 193,627 | 2,557 | 0.0% | 0.0% | 87 | -5,763 | -2.89% | Q4 2025 | Feb 18, 2026 |
| Walleye Capital LLC | History | Added to | 189,669 | 2,505 | 0.01% | 0.0% | 88 | +125,169 | 194.06% | Q4 2025 | Feb 13, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 170,410 | 2,445 | 0.46% | 0.54% | 89 | -55,934 | -24.71% | Q4 2025 | Jan 27, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 184,337 | 2,435 | 0.0% | 0.0% | 90 | -25,030 | -11.96% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 183,864 | 2,429 | 0.01% | 0.01% | 91 | -61,252 | -24.99% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 177,974 | 2,351 | 0.05% | — | 92 | +177,974 | New | Q4 2025 | Feb 17, 2026 |
| BCV Asset Management Inc. | History | New | 147,881 | 2,255 | 0.06% | — | 93 | +147,881 | New | Q4 2025 | Feb 17, 2026 |
| Tevis Investment Management | History | No change | 187,065 | 2,169 | 1.31% | 1.31% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 158,092 | 2,088 | 0.0% | 0.0% | 95 | -659,399 | -80.66% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 153,832 | 2,032 | 0.0% | 0.0% | 96 | +47,376 | 44.5% | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 153,463 | 2,027 | 0.05% | 0.04% | 97 | -67,142 | -30.44% | Q4 2025 | Feb 17, 2026 |
| Aviso Financial Inc. | History | Reduced | 146,820 | 1,939 | 0.07% | 0.07% | 98 | -910 | -0.62% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 143,709 | 1,898 | 0.02% | 0.02% | 99 | -14,423 | -9.12% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 137,053 | 1,810 | 0.0% | 0.0% | 100 | -64,779 | -32.1% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 135,827 | 1,794 | 0.01% | 0.01% | 101 | +22,027 | 19.36% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Added to | 131,203 | 1,733 | 0.13% | 0.18% | 102 | +9,462 | 7.77% | Q4 2025 | Jan 21, 2026 |
| Caprock Group, LLC | History | Added to | 125,648 | 1,691 | 0.04% | 0.03% | 103 | +7,911 | 6.72% | Q4 2025 | Jan 28, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 114,566 | 1,513 | 0.03% | 0.01% | 104 | +1,141 | 1.01% | Q4 2025 | Feb 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 101,261 | 1,337 | 0.06% | 0.05% | 105 | -4,548 | -4.3% | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 96,893 | 1,308 | 0.17% | 0.15% | 106 | +424 | 0.44% | Q4 2025 | Jan 14, 2026 |
| Ethic Inc. | History | Added to | 98,299 | 1,298 | 0.02% | 0.02% | 107 | +10,700 | 12.21% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 96,451 | 1,274 | 0.0% | 0.0% | 108 | -56,397 | -36.9% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 95,859 | 1,271 | 0.0% | — | 109 | +95,859 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 95,802 | 1,259 | 0.06% | 0.05% | 110 | +62,688 | 189.31% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 92,416 | 1,220 | 0.66% | 0.65% | 111 | -3,587 | -3.74% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 90,918 | 1,201 | 0.03% | 0.03% | 112 | +4,819 | 5.6% | Q4 2025 | Feb 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 89,632 | 1,184 | 0.01% | 0.01% | 113 | -7,658 | -7.87% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 91,502 | 1,178 | 0.0% | 0.0% | 114 | +15,703 | 20.72% | Q4 2025 | Mar 09, 2026 |
| Manske Wealth Management | History | Reduced | 85,879 | 1,134 | 0.34% | 0.31% | 115 | -2,524 | -2.86% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 85,654 | 1,131 | 0.02% | 0.03% | 116 | +26,210 | 44.09% | Q4 2025 | Feb 11, 2026 |
| DGS Capital Management, LLC | History | Reduced | 82,276 | 1,086 | 0.19% | 0.18% | 117 | -1,728 | -2.06% | Q4 2025 | Feb 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 81,399 | 1,075 | 0.0% | 0.0% | 118 | -9,401 | -10.35% | Q4 2025 | Feb 17, 2026 |
| Michels Family Financial, LLC | History | Reduced | 81,388 | 1,075 | 0.79% | 0.76% | 119 | -2,555 | -3.04% | Q4 2025 | Feb 19, 2026 |
| Waverly Advisors, LLC | History | Added to | 81,299 | 1,073 | 0.01% | 0.0% | 120 | +49,629 | 156.71% | Q4 2025 | Feb 17, 2026 |
| Havemeyer Place LP | History | New | 79,824 | 1,054 | 0.21% | — | 121 | +79,824 | New | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 76,771 | 1,014 | 0.0% | 0.0% | 122 | +8,079 | 11.76% | Q4 2025 | Feb 19, 2026 |
| Vident Advisory, LLC | History | Added to | 76,414 | 1,009 | 0.01% | 0.01% | 123 | +6,632 | 9.5% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 76,238 | 1,007 | 0.0% | 0.0% | 124 | -6,087 | -7.39% | Q4 2025 | Feb 13, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 75,854 | 1,002 | 0.39% | — | 125 | +75,854 | New | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 75,158 | 992 | 0.02% | 0.01% | 126 | +739 | 0.99% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 72,834 | 962 | 0.01% | 0.01% | 127 | +14,497 | 24.85% | Q4 2025 | Feb 09, 2026 |
| Callan Family Office, LLC | History | Added to | 72,648 | 959 | 0.02% | 0.01% | 128 | +42,892 | 144.15% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 71,277 | 941 | 0.0% | 0.0% | 129 | +6,857 | 10.64% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 68,396 | 922 | 0.02% | — | 130 | +68,396 | New | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | Reduced | 69,246 | 915 | 0.04% | 0.05% | 132 | -13,327 | -16.14% | Q4 2025 | Feb 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 69,273 | 915 | 0.01% | 0.01% | 131 | +11,250 | 19.39% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 67,623 | 893 | 0.0% | 0.0% | 133 | -1,188 | -1.73% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 67,216 | 887 | 0.0% | 0.0% | 134 | -7,198 | -9.67% | Q4 2025 | Feb 11, 2026 |
| Financial & Tax Architects, LLC | History | New | 65,525 | 865 | 0.19% | — | 135 | +65,525 | New | Q4 2025 | Jan 21, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 65,142 | 860 | 0.21% | 0.11% | 136 | +28,093 | 75.83% | Q4 2025 | Jan 28, 2026 |
| Summit Global Investments | History | Reduced | 64,773 | 856 | 0.05% | 0.09% | 137 | -68,827 | -51.52% | Q4 2025 | Feb 18, 2026 |
| Squarepoint Ops LLC | History | Reduced | 64,200 | 848 | 0.0% | 0.0% | 138 | -25,064 | -28.08% | Q4 2025 | Feb 13, 2026 |
| SG Trading Solutions, LLC | History | New | 63,028 | 833 | 0.19% | — | 139 | +63,028 | New | Q4 2025 | Feb 24, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 62,925 | 831 | 0.01% | 0.02% | 140 | -38,945 | -38.23% | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | Added to | 62,882 | 830 | 0.02% | 0.02% | 141 | +1,093 | 1.77% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 58,698 | 775 | 0.0% | 0.0% | 142 | -1,129 | -1.89% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | Added to | 58,382 | 774 | 0.0% | 0.0% | 143 | +18,222 | 45.37% | Q4 2025 | Feb 13, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 57,057 | 753 | 0.18% | 0.23% | 144 | -20,622 | -26.55% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 56,352 | 744 | 0.0% | 0.0% | 145 | +4,312 | 8.29% | Q4 2025 | Feb 03, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 56,249 | 743 | 0.02% | 0.14% | 146 | -589,577 | -91.29% | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 55,969 | 739 | 0.29% | 0.26% | 147 | -256 | -0.46% | Q4 2025 | Feb 03, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 55,457 | 732 | 0.11% | — | 148 | +55,457 | New | Q4 2025 | Feb 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 53,826 | 711 | 0.0% | 0.0% | 149 | -165,316 | -75.44% | Q4 2025 | Feb 17, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 53,804 | 710 | 0.03% | 0.03% | 150 | +713 | 1.34% | Q4 2025 | Feb 03, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 51,351 | 678 | 0.02% | 0.02% | 151 | -4,825 | -8.59% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 50,676 | 669 | 0.0% | 0.01% | 152 | -78,048 | -60.63% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 50,468 | 666 | 0.04% | 0.04% | 153 | +41 | 0.08% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 50,164 | 663 | 0.02% | — | 154 | +50,164 | New | Q4 2025 | Feb 13, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 49,605 | 655 | 0.17% | 0.21% | 155 | -16,600 | -25.07% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 49,540 | 654 | 0.0% | 0.0% | 156 | -2,001 | -3.88% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 48,758 | 644 | 0.0% | — | 157 | +48,758 | New | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 48,783 | 644 | 0.2% | 0.18% | 158 | +1,402 | 2.96% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 48,511 | 640 | 0.01% | 0.01% | 159 | -8,660 | -15.15% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 47,883 | 632 | 0.0% | 0.0% | 160 | +20,931 | 77.66% | Q4 2025 | Feb 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 46,837 | 618 | 0.07% | 0.06% | 161 | +68 | 0.15% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 44,809 | 591 | 0.02% | 0.01% | 162 | -1,993 | -4.26% | Q4 2025 | Feb 03, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 44,646 | 589 | 0.03% | 0.05% | 163 | +1,329 | 3.07% | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 44,456 | 587 | 0.0% | 0.0% | 164 | +1,265 | 2.93% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 44,008 | 581 | 0.0% | 0.0% | 165 | +32,728 | 290.14% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 42,537 | 561 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,312 | 558 | 0.0% | 0.0% | 167 | +9,464 | 29.72% | Q4 2025 | Jan 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 41,293 | 545 | 0.01% | 0.01% | 168 | -2,077 | -4.79% | Q4 2025 | Jan 16, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 41,165 | 543 | 0.02% | 0.02% | 169 | -4,394 | -9.64% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 39,837 | 536 | 0.01% | 0.01% | 170 | +9,003 | 29.2% | Q4 2025 | Jan 27, 2026 |
| Auto-Owners Insurance Co | History | No change | 39,733 | 525 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 38,697 | 521 | 0.01% | — | 172 | +38,697 | New | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 38,513 | 508 | 0.36% | 0.39% | 173 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 38,272 | 505 | 0.04% | 0.05% | 174 | -13,535 | -26.13% | Q4 2025 | Jan 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 38,000 | 501 | 0.0% | 0.0% | 175 | -141,500 | -78.83% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | Added to | 40,537 | 472 | 0.0% | 0.0% | 176 | +80 | 0.2% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 35,319 | 467 | 0.0% | 0.0% | 177 | -4,742 | -11.84% | Q4 2025 | Jan 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 35,364 | 467 | 0.0% | 0.0% | 178 | +2,346 | 7.11% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 35,109 | 464 | 0.0% | — | 179 | +35,109 | New | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 35,054 | 463 | 0.0% | — | 180 | +35,054 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 35,020 | 462 | 0.01% | 0.01% | 181 | +6,055 | 20.9% | Q4 2025 | Feb 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 34,805 | 459 | 0.0% | 0.0% | 182 | +2,278 | 7.0% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 34,658 | 457 | 0.0% | 0.0% | 183 | +13,219 | 61.66% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 34,477 | 455 | 0.0% | 0.0% | 184 | +1,648 | 5.02% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 34,438 | 454 | 0.01% | 0.01% | 185 | +14,073 | 69.1% | Q4 2025 | Feb 03, 2026 |
| BROWN ADVISORY INC | History | Added to | 34,340 | 453 | 0.0% | 0.0% | 186 | +2,817 | 8.94% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 33,950 | 448 | 0.0% | 0.0% | 187 | -42,181 | -55.41% | Q4 2025 | Feb 11, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 33,641 | 444 | 0.15% | 0.13% | 188 | +230 | 0.69% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 33,500 | 442 | 0.01% | 0.05% | 189 | -160,327 | -82.72% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 32,940 | 435 | 0.0% | 0.0% | 190 | -6,930 | -17.38% | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 32,861 | 434 | 0.0% | 0.0% | 191 | -1,154 | -3.39% | Q4 2025 | Feb 13, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 32,564 | 430 | 0.09% | 0.08% | 192 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Added to | 32,103 | 424 | 0.01% | 0.0% | 193 | +9,372 | 41.23% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 31,563 | 416 | 0.0% | 0.0% | 194 | +47 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 31,145 | 411 | 0.01% | 0.01% | 195 | +532 | 1.74% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 31,024 | 409 | 0.01% | 0.0% | 196 | -2,109 | -6.37% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 29,691 | 392 | 0.01% | 0.01% | 197 | +552 | 1.89% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 29,614 | 391 | 0.0% | 0.0% | 198 | -33,473 | -53.06% | Q4 2025 | Jan 29, 2026 |
| Provident Living Financial Services, Inc. | History | New | 29,433 | 388 | 0.38% | — | 200 | +29,433 | New | Q4 2025 | Jan 21, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 29,373 | 388 | 0.1% | 0.09% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Baker Ellis Asset Management LLC | History | New | 29,300 | 387 | 0.05% | — | 202 | +29,300 | New | Q4 2025 | Jan 21, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 29,323 | 387 | 0.01% | 0.01% | 201 | -31 | -0.11% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 29,090 | 384 | 0.0% | — | 203 | +29,090 | New | Q4 2025 | Feb 05, 2026 |
| Hudson Portfolio Management LLC | History | No change | 28,857 | 381 | 0.33% | 0.3% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 28,178 | 372 | 0.0% | — | 205 | +28,178 | New | Q4 2025 | Feb 17, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 23,646 | 369 | 0.15% | 0.13% | 206 | +61 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 27,857 | 367 | 0.0% | 0.01% | 207 | -25,606 | -47.89% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 27,522 | 363 | 0.0% | 0.0% | 208 | +5,948 | 27.57% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 27,366 | 361 | 0.01% | — | 210 | +27,366 | New | Q4 2025 | Jan 16, 2026 |
| SG Americas Securities, LLC | History | Added to | 27,298 | 361 | 0.0% | 0.0% | 209 | +3,305 | 13.77% | Q4 2025 | Jan 09, 2026 |
| Naviter Wealth, LLC | History | Reduced | 26,636 | 358 | 0.05% | 0.04% | 211 | -3,473 | -11.53% | Q4 2025 | Jan 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 26,942 | 355 | 0.02% | 0.01% | 212 | -90 | -0.33% | Q4 2025 | Feb 17, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 26,308 | 347 | 0.02% | 0.01% | 213 | -193 | -0.73% | Q4 2025 | Feb 04, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 26,041 | 344 | 0.02% | 0.02% | 214 | +1,568 | 6.41% | Q4 2025 | Jan 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 26,000 | 343 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 25,873 | 341 | 0.0% | 0.0% | 217 | +2,148 | 9.05% | Q4 2025 | Feb 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 27,180 | 341 | 0.01% | 0.01% | 216 | -1,512 | -5.27% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Reduced | 25,794 | 340 | 0.0% | 0.0% | 218 | -89 | -0.34% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 25,473 | 336 | 0.0% | 0.0% | 219 | -298 | -1.16% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Reduced | 25,084 | 331 | 0.06% | 0.05% | 220 | -522 | -2.04% | Q4 2025 | Jan 06, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 25,021 | 330 | 0.07% | — | 221 | +25,021 | New | Q4 2025 | Jan 12, 2026 |
| M Holdings Securities, Inc. | History | New | 24,832 | 328 | 0.02% | — | 222 | +24,832 | New | Q4 2025 | Feb 11, 2026 |
| Centiva Capital, LP | History | Reduced | 24,804 | 327 | 0.0% | 0.01% | 223 | -81,414 | -76.65% | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 24,676 | 325 | 0.0% | 0.0% | 224 | +2,346 | 10.51% | Q4 2025 | Feb 10, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 24,350 | 321 | 0.17% | 0.17% | 225 | -1,500 | -5.8% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 24,261 | 320 | 0.0% | 0.0% | 226 | +3,381 | 16.19% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 24,189 | 319 | 0.04% | 0.04% | 227 | +1,871 | 8.38% | Q4 2025 | Jan 08, 2026 |
| Summit Financial, LLC | History | Reduced | 23,425 | 315 | 0.0% | 0.0% | 228 | -11 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Copley Financial Group, Inc. | History | Added to | 23,767 | 313 | 0.19% | 0.14% | 229 | +5,895 | 32.98% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 23,099 | 311 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Reduced | 23,403 | 309 | 0.0% | 0.0% | 231 | -230 | -0.97% | Q4 2025 | Jan 26, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 23,095 | 305 | 0.0% | 0.0% | 232 | +4,890 | 26.86% | Q4 2025 | Jan 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,070 | 304 | 0.01% | 0.02% | 233 | -31,479 | -57.71% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,974 | 303 | 0.0% | 0.01% | 234 | -22,748 | -49.75% | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 22,650 | 299 | 0.24% | 0.34% | 235 | -11,450 | -33.58% | Q4 2025 | Feb 17, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 22,394 | 295 | 0.14% | 0.13% | 236 | -2,808 | -11.14% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 22,321 | 294 | 0.0% | 0.0% | 237 | +9,339 | 71.94% | Q4 2025 | Feb 18, 2026 |
| HUB Investment Partners, LLC | History | Added to | 22,227 | 293 | 0.01% | 0.01% | 238 | +1,814 | 8.89% | Q4 2025 | Feb 17, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Reduced | 22,251 | 293 | 0.44% | 0.45% | 239 | -620 | -2.71% | Q4 2025 | Feb 25, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 21,838 | 288 | 0.02% | 0.01% | 240 | +3,873 | 21.56% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | Added to | 21,844 | 288 | 0.01% | 0.01% | 241 | +2,495 | 12.89% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 21,581 | 285 | 0.0% | 0.0% | 242 | -822 | -3.67% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 21,270 | 280 | 0.0% | 0.0% | 243 | +1,632 | 8.31% | Q4 2025 | Feb 10, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 21,228 | 280 | 0.04% | 0.03% | 244 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,892 | 279 | 0.0% | 0.0% | 245 | +5,612 | 36.73% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 20,931 | 276 | 0.01% | 0.01% | 246 | +519 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | No change | 20,912 | 276 | 0.06% | 0.05% | 247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FOCUSED ALPHA, LLC | History | New | 20,686 | 273 | 0.08% | — | 248 | +20,686 | New | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | No change | 20,484 | 270 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 20,396 | 269 | 0.0% | 0.0% | 250 | +638 | 3.23% | Q4 2025 | Feb 02, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 20,264 | 267 | 0.0% | 0.0% | 251 | -927 | -4.37% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 20,146 | 266 | 0.01% | 0.01% | 252 | +255 | 1.28% | Q4 2025 | Jan 23, 2026 |
| Brucke Financial, Inc. | History | Added to | 19,961 | 263 | 0.14% | 0.13% | 253 | +966 | 5.09% | Q4 2025 | Jan 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 19,889 | 262 | 0.0% | 0.0% | 254 | +2,209 | 12.49% | Q4 2025 | Feb 03, 2026 |
| Carrera Capital Advisors | History | Added to | 19,507 | 262 | 0.04% | 0.04% | 255 | +1,765 | 9.95% | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,245 | 258 | 0.0% | 0.0% | 256 | +3,868 | 25.15% | Q4 2025 | Jan 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 19,471 | 257 | 0.01% | 0.01% | 257 | -443 | -2.22% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 18,842 | 248 | 0.0% | 0.0% | 258 | -2,230 | -10.58% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,735 | 247 | 0.01% | 0.01% | 259 | +6,987 | 59.47% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,564 | 245 | 0.0% | 0.0% | 260 | -1,637 | -8.1% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 18,313 | 241 | 0.0% | 0.0% | 261 | +11,924 | 186.63% | Q4 2025 | Feb 06, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 17,711 | 233 | 0.03% | 0.03% | 262 | +135 | 0.77% | Q4 2025 | Jan 27, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 17,603 | 232 | 0.01% | 0.0% | 263 | +713 | 4.22% | Q4 2025 | Feb 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 17,532 | 231 | 0.03% | — | 264 | +17,532 | New | Q4 2025 | Jan 21, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 15,517 | 231 | 0.16% | — | 265 | +15,517 | New | Q4 2025 | Feb 10, 2026 |
| TT Capital Management LLC | History | Reduced | 17,122 | 226 | 0.18% | 0.15% | 267 | -100 | -0.58% | Q4 2025 | Feb 11, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 17,164 | 226 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 16,836 | 222 | 0.01% | 0.01% | 268 | +3,107 | 22.63% | Q4 2025 | Feb 04, 2026 |
| PEAK6 LLC | History | Reduced | 16,447 | 217 | 0.0% | 0.0% | 269 | -191,933 | -92.11% | Q4 2025 | Mar 12, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 16,420 | 216 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 16,160 | 213 | 0.02% | 0.04% | 271 | -9,869 | -37.92% | Q4 2025 | Jan 09, 2026 |
| EQUITY INVESTMENT CORP | History | New | 15,783 | 208 | 0.0% | — | 272 | +15,783 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 15,473 | 204 | 0.0% | 0.0% | 273 | -211 | -1.35% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,174 | 200 | 0.0% | 0.0% | 274 | +1,495 | 10.93% | Q4 2025 | Feb 13, 2026 |
| Wallace Capital Management Inc. | History | No change | 15,000 | 198 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 14,782 | 195 | 0.01% | 0.01% | 276 | +1,228 | 9.06% | Q4 2025 | Feb 11, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 14,633 | 194 | 0.02% | 0.02% | 277 | +1,218 | 9.08% | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 14,619 | 193 | 0.01% | 0.01% | 279 | -6,953 | -32.23% | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 14,650 | 193 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 14,394 | 190 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SFI Advisors, LLC | History | No change | 14,378 | 189 | 0.12% | 0.11% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 14,136 | 186 | 0.01% | 0.01% | 282 | +2,004 | 16.52% | Q4 2025 | Jan 05, 2026 |
| INGALLS & SNYDER LLC | History | No change | 14,000 | 185 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 13,686 | 180 | 0.0% | 0.0% | 284 | -2,102 | -13.31% | Q4 2025 | Feb 17, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 13,627 | 180 | 0.03% | 0.03% | 285 | -257 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 13,468 | 177 | 0.05% | — | 286 | +13,468 | New | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | New | 13,339 | 176 | 0.03% | — | 287 | +13,339 | New | Q4 2025 | Mar 04, 2026 |
| Cypress Capital Group | History | No change | 13,262 | 175 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | Reduced | 13,209 | 174 | 0.0% | 0.19% | 289 | -1,332,246 | -99.02% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 13,165 | 173 | 0.0% | 0.0% | 290 | -495 | -3.62% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 13,064 | 172 | 0.0% | 0.0% | 291 | +1,968 | 17.74% | Q4 2025 | Feb 09, 2026 |
| Sowell Financial Services LLC | History | New | 12,725 | 168 | 0.01% | — | 293 | +12,725 | New | Q4 2025 | Jan 21, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 12,762 | 168 | 0.01% | 0.01% | 292 | +581 | 4.77% | Q4 2025 | Jan 27, 2026 |
| PCM Encore, LLC | History | New | 12,582 | 166 | 0.04% | — | 294 | +12,582 | New | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 12,546 | 165 | 0.0% | 0.0% | 295 | +2,336 | 22.88% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,563 | 165 | 0.0% | 0.0% | 296 | +424 | 3.49% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,246 | 161 | 0.01% | 0.01% | 297 | +307 | 2.57% | Q4 2025 | Feb 06, 2026 |
| Jain Global LLC | History | Reduced | 12,092 | 159 | 0.0% | 0.0% | 299 | -65,660 | -84.45% | Q4 2025 | Feb 17, 2026 |
| Advocate Investing Services LLC | History | New | 12,100 | 159 | 0.14% | — | 300 | +12,100 | New | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 12,097 | 159 | 0.0% | — | 298 | +12,097 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 11,997 | 158 | 0.0% | — | 301 | +11,997 | New | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 11,699 | 154 | 0.06% | — | 302 | +11,699 | New | Q4 2025 | Feb 12, 2026 |
| Providence Wealth Advisors, LLC | History | Reduced | 11,183 | 151 | 0.09% | 0.13% | 303 | -5,338 | -32.31% | Q4 2025 | Feb 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 11,324 | 149 | 0.02% | 0.02% | 304 | -4,489 | -28.39% | Q4 2025 | Feb 18, 2026 |
| Coyle Financial Counsel LLC | History | New | 11,251 | 148 | 0.03% | — | 306 | +11,251 | New | Q4 2025 | Feb 10, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 11,231 | 148 | 0.03% | 0.03% | 305 | -87 | -0.77% | Q4 2025 | Feb 10, 2026 |
| COFG Advisors, LLC | History | New | 11,130 | 147 | 0.04% | — | 308 | +11,130 | New | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Added to | 11,158 | 147 | 0.01% | 0.0% | 307 | +691 | 6.6% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 11,004 | 145 | 0.01% | 0.01% | 309 | -2,190 | -16.6% | Q4 2025 | Feb 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 10,799 | 145 | 0.03% | 0.03% | 310 | -82 | -0.75% | Q4 2025 | Feb 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 10,672 | 143 | 0.01% | — | 311 | +10,672 | New | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 10,819 | 142 | 0.0% | — | 313 | +10,819 | New | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,778 | 142 | 0.0% | 0.0% | 312 | -802 | -6.93% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | New | 10,626 | 140 | 0.0% | — | 314 | +10,626 | New | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,504 | 138 | 0.0% | — | 316 | +10,504 | New | Q4 2025 | Feb 18, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 10,503 | 138 | 0.0% | — | 315 | +10,503 | New | Q4 2025 | Feb 17, 2026 |
| May Hill Capital, LLC | History | New | 10,480 | 138 | 0.02% | — | 318 | +10,480 | New | Q4 2025 | Feb 05, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 10,507 | 138 | 0.05% | 0.04% | 317 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,330 | 136 | 0.0% | 0.0% | 320 | -257 | -2.43% | Q4 2025 | Jan 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 10,298 | 136 | 0.0% | 0.0% | 319 | +231 | 2.29% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 10,090 | 133 | 0.0% | 0.0% | 321 | -340 | -3.26% | Q4 2025 | Jan 29, 2026 |
| Narus Financial Partners, LLC | History | No change | 10,000 | 132 | 0.04% | 0.03% | 322 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,201 | 121 | 0.0% | 0.0% | 323 | +561 | 6.49% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Added to | 8,880 | 117 | 0.0% | 0.0% | 324 | +1,039 | 13.25% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 8,717 | 115 | 0.0% | 0.0% | 325 | -1,281 | -12.81% | Q4 2025 | Jan 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8,488 | 112 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cromwell Holdings LLC | History | No change | 8,193 | 110 | 0.06% | 0.05% | 327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 7,955 | 105 | 0.08% | 0.07% | 328 | -400 | -4.79% | Q4 2025 | Feb 17, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 8,989 | 104 | 0.04% | 0.04% | 329 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pacific Center for Financial Services | History | No change | 7,413 | 85 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 6,097 | 80 | 0.01% | — | 331 | +6,097 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,816 | 76 | 0.0% | 0.0% | 332 | +63 | 1.1% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,631 | 74 | 0.0% | 0.02% | 333 | -38,820 | -87.33% | Q4 2025 | Jan 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,766 | 64 | 0.0% | 0.0% | 334 | +1,317 | 38.18% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 4,768 | 62 | 0.0% | 0.0% | 335 | -11,202 | -70.14% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,528 | 59 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 3,915 | 51 | 0.0% | 0.0% | 337 | +2,210 | 129.62% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,818 | 50 | 0.0% | 0.0% | 338 | -1,950 | -33.81% | Q4 2025 | Jan 16, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 3,600 | 47 | 0.01% | 0.16% | 339 | -62,375 | -94.54% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 3,524 | 46 | 0.0% | 0.0% | 340 | +778 | 28.33% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,435 | 45 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,282 | 43 | 0.01% | 0.0% | 343 | +2,215 | 207.59% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,325 | 43 | 0.0% | 0.0% | 342 | -53 | -1.57% | Q4 2025 | Jan 29, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 3,235 | 42 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Asset Dedication, LLC | History | No change | 3,144 | 41 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,500 | 33 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| American Capital Advisory, LLC | History | Added to | 2,400 | 31 | 0.01% | 0.01% | 348 | +696 | 40.85% | Q4 2025 | Jan 30, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,364 | 31 | 0.01% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 2,275 | 30 | 0.0% | 0.0% | 349 | +1,389 | 156.77% | Q4 2025 | Jan 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 2,251 | 29 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | Added to | 12,171 | 28 | 0.0% | 0.0% | 351 | +10,000 | 460.62% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,100 | 27 | 0.0% | 0.0% | 352 | -5,162 | -71.08% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,971 | 26 | 0.0% | — | 353 | +1,971 | New | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,909 | 25 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,792 | 24 | 0.0% | 0.0% | 355 | +1,093 | 156.37% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,761 | 23 | 0.0% | — | 356 | +1,700 | 2786.89% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,625 | 21 | 0.0% | 0.0% | 358 | +1,222 | 303.23% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,653 | 21 | 0.0% | 0.0% | 357 | -403 | -19.6% | Q4 2025 | Feb 09, 2026 |
| Boit C F David | History | No change | 1,574 | 21 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,600 | 21 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | No change | 1,649 | 21 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,585 | 20 | 0.01% | — | 362 | +1,585 | New | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,477 | 19 | 0.0% | 0.0% | 363 | -781 | -34.59% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 1,455 | 19 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,457 | 19 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| North Star Investment Management Corp. | History | No change | 1,383 | 18 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,431 | 18 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,325 | 17 | 0.0% | — | 368 | +1,325 | New | Q4 2025 | Jan 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,249 | 16 | 0.01% | — | 371 | +1,249 | New | Q4 2025 | Feb 18, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,242 | 16 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,200 | 16 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,098 | 14 | 0.0% | 0.0% | 372 | +452 | 69.97% | Q4 2025 | Jan 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,021 | 13 | 0.0% | 0.0% | 376 | +611 | 149.02% | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | Added to | 1,005 | 13 | 0.0% | 0.0% | 375 | +24 | 2.45% | Q4 2025 | Jan 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,050 | 13 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SHP Wealth Management | History | New | 971 | 12 | 0.0% | — | 379 | +971 | New | Q4 2025 | Mar 04, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 925 | 12 | 0.0% | 0.0% | 378 | +193 | 26.37% | Q4 2025 | Feb 11, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 854 | 11 | 0.01% | 0.01% | 380 | -1,490 | -63.57% | Q4 2025 | Jan 22, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 857 | 11 | 0.01% | — | 381 | +857 | New | Q4 2025 | Feb 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 793 | 10 | 0.0% | 0.0% | 382 | -94 | -10.6% | Q4 2025 | Feb 02, 2026 |
| MTM Investment Management, LLC | History | No change | 768 | 10 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 690 | 9 | 0.0% | — | 384 | +628 | 1012.9% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 728 | 9 | 0.0% | 0.0% | 385 | -274 | -27.35% | Q4 2025 | Jan 29, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 749 | 9 | 0.0% | 0.0% | 386 | +118 | 18.7% | Q4 2025 | Jan 27, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 727 | 9 | 0.0% | 0.0% | 387 | -19 | -2.55% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 608 | 8 | 0.0% | 0.0% | 390 | +598 | 5980.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 636 | 8 | 0.0% | 0.0% | 389 | +39 | 6.53% | Q4 2025 | Jan 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 644 | 8 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 622 | 8 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Strategic Advocates LLC | History | No change | 609 | 8 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | No change | 664 | 8 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| McMillan Office, Inc. | History | New | 595 | 7 | 0.0% | — | 399 | +595 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 530 | 7 | 0.0% | 0.0% | 396 | -400 | -43.01% | Q4 2025 | Jan 14, 2026 |
| ORG Partners LLC | History | Reduced | 592 | 7 | 0.0% | 0.0% | 398 | -16 | -2.63% | Q4 2025 | Jan 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 589 | 7 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 545 | 7 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 517 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 521 | 6 | 0.0% | — | 407 | +521 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 458 | 6 | 0.0% | 0.0% | 411 | +370 | 420.45% | Q4 2025 | Feb 18, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 475 | 6 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MOTCO | History | No change | 505 | 6 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Advisors | History | No change | 477 | 6 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 465 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Costello Asset Management, INC | History | No change | 500 | 6 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 525 | 6 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bell Investment Advisors, Inc | History | No change | 505 | 6 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 487 | 6 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rakuten Securities, Inc. | History | No change | 500 | 6 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 520 | 6 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | New | 424 | 5 | 0.0% | — | 417 | +424 | New | Q4 2025 | Jan 27, 2026 |
| TOWER TRUST & INVESTMENT Co | History | New | 388 | 5 | 0.0% | — | 426 | +388 | New | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | Reduced | 419 | 5 | 0.0% | 0.0% | 422 | -37 | -8.11% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 452 | 5 | 0.0% | 0.0% | 425 | -3 | -0.66% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | Added to | 370 | 5 | 0.0% | 0.0% | 414 | +1 | 0.27% | Q4 2025 | Jan 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 396 | 5 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 389 | 5 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 381 | 5 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bogart Wealth, LLC | History | No change | 404 | 5 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Citizens National Bank Trust Department | History | No change | 381 | 5 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 410 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Park Place Capital Corp | History | No change | 442 | 5 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hilltop National Bank | History | No change | 388 | 5 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bank & Trust Co | History | No change | 393 | 5 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 353 | 4 | 0.0% | — | 435 | +353 | New | Q4 2025 | Feb 05, 2026 |
| Grove Bank & Trust | History | New | 348 | 4 | 0.0% | — | 432 | +348 | New | Q4 2025 | Jan 08, 2026 |
| Signature Equity Partners, LLC | History | New | 331 | 4 | 0.0% | — | 437 | +331 | New | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | New | 307 | 4 | 0.0% | — | 428 | +307 | New | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 329 | 4 | 0.0% | 0.0% | 427 | +95 | 40.6% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 331 | 4 | 0.0% | 0.0% | 430 | +64 | 23.97% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Added to | 300 | 4 | 0.0% | 0.0% | 433 | +17 | 6.01% | Q4 2025 | Feb 02, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 324 | 4 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 374 | 4 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | No change | 347 | 4 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| True Wealth Design, LLC | History | No change | 365 | 4 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 271 | 3 | 0.0% | — | 438 | +271 | New | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 282 | 3 | 0.0% | — | 440 | +249 | 754.55% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Added to | 185 | 3 | 0.0% | 0.0% | 439 | +67 | 56.78% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 245 | 3 | 0.0% | 0.0% | 441 | +44 | 21.89% | Q4 2025 | Jan 22, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 267 | 3 | 0.0% | 0.0% | 446 | -9 | -3.26% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 272 | 3 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 250 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 302 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 270 | 3 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 240 | 3 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Navigoe, LLC | History | No change | 238 | 3 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LRI Investments, LLC | History | Reduced | 171 | 2 | 0.0% | 0.0% | 462 | -380 | -68.97% | Q4 2025 | Feb 04, 2026 |
| Miller Global Investments, LLC | History | New | 222 | 2 | 0.0% | — | 465 | +222 | New | Q4 2025 | Jan 05, 2026 |
| Laurel Wealth Advisors LLC | History | New | 186 | 2 | 0.0% | — | 454 | +186 | New | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | New | 178 | 2 | 0.0% | — | 463 | +178 | New | Q4 2025 | Feb 05, 2026 |
| Frazier Financial Advisors, LLC | History | New | 155 | 2 | 0.0% | — | 458 | +155 | New | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 154 | 2 | 0.0% | — | 466 | +154 | New | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 167 | 2 | 0.0% | 0.0% | 449 | -71 | -29.83% | Q4 2025 | Jan 20, 2026 |
| GW&K Investment Management, LLC | History | No change | 175 | 2 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TCTC Holdings, LLC | History | No change | 208 | 2 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 168 | 2 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 162 | 2 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 170 | 2 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newton One Investments LLC | History | No change | 187 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 128 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 192 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 176 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 154 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 78 | 1 | 0.0% | 0.01% | 483 | -1,380 | -94.65% | Q4 2025 | Mar 03, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 150 | 1 | 0.0% | 0.0% | 468 | -1,000 | -86.96% | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 130 | 1 | 0.0% | 0.0% | 469 | -163 | -55.63% | Q4 2025 | Jan 26, 2026 |
| Benson Wealth Management INC | History | New | 142 | 1 | 0.0% | — | 492 | +142 | New | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | New | 139 | 1 | 0.0% | — | 471 | +139 | New | Q4 2025 | Feb 11, 2026 |
| Winch Advisory Services, LLC | History | New | 137 | 1 | 0.0% | — | 473 | +137 | New | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 131 | 1 | 0.0% | — | 478 | +131 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 116 | 1 | 0.0% | — | 493 | +116 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | New | 103 | 1 | 0.0% | — | 470 | +103 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 79 | 1 | 0.0% | — | 489 | +78 | 7800.0% | Q4 2025 | Jan 07, 2026 |
| Kilter Group LLC | History | Added to | 124 | 1 | 0.0% | — | 491 | +54 | 77.14% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 132 | 1 | 0.0% | — | 476 | +50 | 60.98% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | Added to | 119 | 1 | 0.0% | — | 475 | +40 | 50.63% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 78 | 1 | 0.0% | — | 484 | +37 | 90.24% | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 117 | 1 | 0.0% | 0.0% | 488 | -4 | -3.31% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Added to | 97 | 1 | 0.0% | 0.0% | 482 | +2 | 2.11% | Q4 2025 | Jan 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 120 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Johnson Financial Group, Inc. | History | No change | 133 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 118 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 90 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | No change | 94 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 109 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CGC Financial Services, LLC | History | No change | 118 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 126 | 1 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Westfuller Advisors, LLC | History | No change | 133 | 1 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Whipplewood Advisors, LLC | History | No change | 133 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -805,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.09% | — | -682,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACKAY SHIELDS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -371,152 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Dupree Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -266,967 | -100.0% | Q3 2025 | Oct 29, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -154,628 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -154,628 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -133,608 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -117,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -109,680 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -79,707 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.06% | — | -74,465 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.2% | — | -73,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Proficio Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -71,058 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -61,365 | -100.0% | Q3 2025 | Oct 28, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -46,679 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,910 | -100.0% | Q3 2025 | Nov 13, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -34,920 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.26% | — | -33,235 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -21,919 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,200 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,979 | -100.0% | Q3 2025 | Oct 17, 2025 |
| LGT Group Foundation | History | Closed out | 0 | 0 | — | 0.0% | — | -15,750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bulltick Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,630 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,625 | -100.0% | Q3 2025 | Oct 31, 2025 |
| one8zero8, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,040 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MCDONALD PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,203 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Paragon Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -10,628 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,294 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.04% | — | -10,221 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Pingora Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,210 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 72 | 0 | — | 0.02% | — | -2,000 | -96.53% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,834 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -628 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Roxbury Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2025 | Oct 01, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALZHAUER MICHAEL | History | Closed out | 0 | 0 | — | 0.76% | — | -118 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Safe Harbor Fiduciary, LLC | History | New | 73 | 0 | — | — | — | +73 | New | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 67 | 0 | — | — | — | +67 | New | Q4 2025 | Jan 21, 2026 |
| Zimmer Partners, LP | History | New | 60 | 0 | — | — | — | +60 | New | Q4 2025 | Feb 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Independence Bank of Kentucky | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Jan 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 55 | 0 | — | — | — | +55 | New | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 65 | 0 | — | 0.0% | — | -48 | -42.48% | Q4 2025 | Feb 06, 2026 |
| United Financial Planning Group LLC | History | New | 48 | 0 | — | — | — | +48 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q4 2025 | Jan 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BAYBAN | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Mar 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 23, 2026 |
| Nemes Rush Group LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Accordant Advisory Group Inc | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 22, 2026 |
| Cheviot Value Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 03, 2026 |
| TD Capital Management LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 26, 2026 |
| Indiana Trust & Investment Management Co | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 21, 2026 |
| Garner Asset Management Corp | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 03, 2026 |
| Tidemark, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Front Row Advisors LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ESL Trust Services, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HighMark Wealth Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SWAN Capital LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Aspect Partners, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Asset Planning,Inc | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Boreal Capital Management LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |