Vestis Corp - VSTS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Corvex Management LP | History | Added to | 19,813,963 | 132,159 | 4.04% | 2.82% | 1 | +1,010,064 | 5.37% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 16,845,174 | 112,357 | 0.0% | 0.0% | 2 | +545,029 | 3.34% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 10,228,940 | 68,227 | 0.0% | 0.0% | 3 | -553,941 | -5.14% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 9,960,651 | 66,437 | 0.0% | 0.0% | 4 | +346,736 | 3.61% | Q4 2025 | Jan 29, 2026 |
| Alberta Investment Management Corp | History | No change | 9,692,000 | 64,645 | 0.38% | 0.31% | 5 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,688,399 | 37,942 | 0.01% | — | 6 | +5,688,399 | New | Q4 2025 | Feb 17, 2026 |
| Greenstone Partners & Co., LLC | History | Added to | 5,094,356 | 33,979 | 6.61% | 2.61% | 7 | +1,945,931 | 61.81% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 4,460,181 | 29,749 | 0.0% | 0.0% | 8 | +15,155 | 0.34% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,033,422 | 26,903 | 0.01% | 0.0% | 9 | -554,010 | -12.08% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,379,655 | 22,542 | 0.0% | 0.0% | 10 | +278,634 | 8.99% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,713,396 | 18,100 | 0.0% | 0.0% | 11 | +195,382 | 7.76% | Q4 2025 | Feb 09, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 2,466,199 | 16,449 | 0.06% | — | 12 | +2,466,199 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 2,227,830 | 14,859 | 0.31% | 0.0% | 13 | +2,197,830 | 7326.1% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 1,973,146 | 13,160 | 0.38% | 0.35% | 14 | -616,480 | -23.81% | Q4 2025 | Feb 12, 2026 |
| Stanley Capital Management, LLC | History | Added to | 1,941,107 | 12,947 | 2.16% | 1.37% | 15 | +100,000 | 5.43% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,885,351 | 12,575 | 0.0% | 0.0% | 16 | -407,373 | -17.77% | Q4 2025 | Feb 13, 2026 |
| Vision One Management Partners, LP | History | Reduced | 1,842,319 | 12,288 | 6.9% | 6.44% | 17 | -417,412 | -18.47% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,757,499 | 11,722 | 0.0% | 0.0% | 18 | +852,885 | 94.28% | Q4 2025 | Mar 25, 2026 |
| Invenomic Capital Management LP | History | Added to | 1,731,536 | 11,549 | 0.54% | 0.28% | 19 | +449,497 | 35.06% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,637,811 | 10,924 | 0.0% | 0.01% | 20 | -1,245,564 | -43.2% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,487,971 | 9,924 | 0.0% | 0.0% | 21 | +260,837 | 21.26% | Q4 2025 | Feb 17, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | Reduced | 1,397,084 | 9,318 | 1.92% | 1.59% | 22 | -1,388,147 | -49.84% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,300,172 | 8,672 | 0.0% | 0.0% | 23 | +31,428 | 2.48% | Q4 2025 | Feb 19, 2026 |
| Jefferies Financial Group Inc. | History | New | 1,262,172 | 8,418 | 0.04% | — | 24 | +1,262,172 | New | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,254,037 | 8,364 | 0.0% | 0.0% | 25 | +449,655 | 55.9% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,110,058 | 7,404 | 0.0% | 0.0% | 26 | -28,025 | -2.46% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,071,173 | 7,134 | 0.0% | 0.01% | 27 | -761,728 | -41.56% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,011,644 | 6,747 | 0.0% | — | 28 | +1,011,644 | New | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 885,984 | 5,909 | 0.0% | 0.0% | 29 | +485,396 | 121.17% | Q4 2025 | Jan 29, 2026 |
| RBF Capital, LLC | History | No change | 861,242 | 5,744 | 0.25% | 0.17% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 795,181 | 5,303 | 2.05% | 1.16% | 31 | -23,770 | -2.9% | Q4 2025 | Feb 09, 2026 |
| Quaker Capital Investments, LLC | History | No change | 769,035 | 5,129 | 1.32% | 0.94% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 747,408 | 4,985 | 0.15% | 0.11% | 33 | -129,003 | -14.72% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 706,991 | 4,715 | 0.0% | 0.0% | 34 | -225,610 | -24.19% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 681,405 | 4,544 | 0.0% | 0.0% | 35 | +159,115 | 30.46% | Q4 2025 | Feb 17, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 634,116 | 4,229 | 0.01% | — | 36 | +634,116 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 604,188 | 4,029 | 0.0% | — | 37 | +604,188 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 573,800 | 3,827 | 0.01% | 0.0% | 38 | +15,669 | 2.81% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 563,349 | 3,757 | 0.08% | 0.04% | 39 | +187,353 | 49.83% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 534,313 | 3,563 | 0.0% | 0.0% | 40 | -6,885 | -1.27% | Q4 2025 | Feb 02, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 503,536 | 3,358 | 0.0% | 0.0% | 41 | -197,262 | -28.15% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Added to | 463,349 | 3,090 | 0.05% | 0.01% | 42 | +187,353 | 67.88% | Q4 2025 | Feb 18, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 451,025 | 3,008 | 0.0% | 0.0% | 43 | +328,291 | 267.48% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 388,436 | 2,590 | 0.01% | 0.01% | 44 | -48,711 | -11.14% | Q4 2025 | Feb 13, 2026 |
| QSM Asset Management Ltd | History | Added to | 380,072 | 2,535 | 1.45% | 0.96% | 45 | +76,036 | 25.01% | Q4 2025 | Jan 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 370,655 | 2,472 | 0.0% | 0.0% | 46 | -111,652 | -23.15% | Q4 2025 | Feb 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 356,161 | 2,375 | 0.0% | 0.0% | 47 | -65,661 | -15.57% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 335,658 | 2,238 | 0.0% | 0.0% | 48 | -28,180 | -7.75% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 333,196 | 2,222 | 0.0% | 0.0% | 49 | -21,446 | -6.05% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 312,016 | 2,081 | 0.0% | 0.0% | 50 | +24,000 | 8.33% | Q4 2025 | Feb 12, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 303,399 | 2,023 | 0.04% | 0.08% | 51 | -441,501 | -59.27% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 295,000 | 1,968 | 0.0% | 0.0% | 52 | +276,638 | 1506.58% | Q4 2025 | Jan 09, 2026 |
| Legal & General Group Plc | History | Reduced | 287,836 | 1,919 | 0.0% | 0.0% | 53 | -19,516 | -6.35% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 282,092 | 1,881 | 0.0% | 0.0% | 54 | -15,687 | -5.27% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 278,544 | 1,857 | 0.0% | 0.0% | 55 | -9,399 | -3.26% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 264,566 | 1,764 | 0.0% | 0.0% | 56 | -7,675 | -2.82% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Reduced | 223,968 | 1,493 | 0.0% | 0.0% | 57 | -8,430 | -3.63% | Q4 2025 | Feb 13, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 214,686 | 1,431 | 0.77% | 0.08% | 58 | +184,181 | 603.77% | Q4 2025 | Jan 21, 2026 |
| Swiss National Bank | History | Reduced | 207,950 | 1,387 | 0.0% | 0.0% | 59 | -9,100 | -4.19% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 206,125 | 1,374 | 0.0% | 0.0% | 60 | +51,456 | 33.27% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 195,180 | 1,309 | 0.06% | — | 61 | +195,180 | New | Q4 2025 | Feb 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 162,396 | 1,083 | 0.02% | 0.03% | 62 | -301,899 | -65.02% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 161,530 | 1,077 | 0.0% | 0.0% | 63 | -917 | -0.56% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 156,948 | 1,046 | 0.0% | 0.0% | 64 | +32,967 | 26.59% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 153,659 | 1,024 | 0.0% | 0.0% | 65 | +11,445 | 8.05% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 150,154 | 1,001 | 0.0% | 0.01% | 66 | -281,490 | -65.21% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 148,620 | 991 | 0.0% | 0.0% | 67 | -137,341 | -48.03% | Q4 2025 | Feb 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 146,106 | 989 | 0.0% | 0.0% | 68 | +798 | 0.55% | Q4 2025 | Jan 08, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 146,604 | 977 | 0.09% | 0.07% | 69 | -9,000 | -5.78% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 135,555 | 904 | 0.0% | 0.0% | 70 | +40,046 | 41.93% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 134,652 | 898 | 0.0% | 0.0% | 71 | +26,680 | 24.71% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 113,955 | 760 | 0.0% | 0.0% | 72 | -24,650 | -17.78% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 110,921 | 739 | 0.0% | 0.0% | 73 | +94,657 | 582.0% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 105,745 | 705 | 0.0% | 0.0% | 74 | -8,170 | -7.17% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 101,368 | 677 | 0.0% | 0.0% | 75 | -4,127 | -3.91% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 99,669 | 664 | 0.01% | — | 76 | +99,669 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 97,437 | 649 | 0.0% | 0.0% | 77 | +5,584 | 6.08% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Reduced | 95,205 | 635 | 0.0% | 0.0% | 78 | -10,295 | -9.76% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 94,351 | 629 | 0.0% | 0.0% | 79 | -10,102 | -9.67% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 87,900 | 586 | 0.0% | 0.0% | 80 | -6,650 | -7.03% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 86,391 | 576 | 0.0% | 0.0% | 81 | -212,983 | -71.14% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 86,246 | 575 | 0.0% | — | 82 | +86,246 | New | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 85,325 | 569 | 0.0% | — | 83 | +85,325 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 84,286 | 562 | 0.0% | 0.0% | 84 | +47,932 | 131.85% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | New | 79,227 | 528 | 0.04% | — | 85 | +79,227 | New | Q4 2025 | Feb 06, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 77,353 | 515 | 0.01% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 77,002 | 514 | 0.0% | 0.0% | 87 | -3,845 | -4.76% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 72,715 | 485 | 0.01% | 0.01% | 88 | +19,850 | 37.55% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 65,799 | 438 | 0.0% | 0.0% | 89 | +53,043 | 415.83% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 65,168 | 434 | 0.0% | 0.0% | 90 | +6,775 | 11.6% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 64,063 | 426 | 0.0% | 0.0% | 91 | +673 | 1.06% | Q4 2025 | Jan 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 59,950 | 400 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 57,500 | 383 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 55,810 | 372 | 0.0% | 0.0% | 94 | +16,237 | 41.03% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 55,160 | 367 | 0.0% | 0.0% | 95 | -14,348 | -20.64% | Q4 2025 | Feb 11, 2026 |
| Centiva Capital, LP | History | Reduced | 53,811 | 358 | 0.0% | 0.02% | 96 | -317,089 | -85.49% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 53,618 | 357 | 0.0% | 0.0% | 97 | -550 | -1.02% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 51,300 | 342 | 0.01% | 0.0% | 98 | -200 | -0.39% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 49,774 | 331 | 0.0% | 0.0% | 99 | +45,941 | 1198.57% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 47,394 | 316 | 0.0% | 0.0% | 100 | -269,865 | -85.06% | Q4 2025 | Feb 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 47,289 | 308 | 0.0% | 0.0% | 101 | -12,770 | -21.26% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 45,061 | 300 | 0.0% | 0.0% | 102 | -35,513 | -44.08% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 44,500 | 296 | 0.0% | — | 103 | +44,500 | New | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 43,300 | 288 | 0.0% | 0.0% | 104 | -44,100 | -50.46% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 40,595 | 270 | 0.0% | 0.0% | 105 | +22,626 | 125.92% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 39,999 | 266 | 0.0% | 0.0% | 106 | +27,610 | 222.86% | Q4 2025 | Feb 17, 2026 |
| Shay Capital LLC | History | New | 38,243 | 255 | 0.03% | — | 107 | +38,243 | New | Q4 2025 | Feb 17, 2026 |
| One68 Global Capital, LLC | History | New | 38,243 | 255 | 3.0% | — | 108 | +38,243 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 36,838 | 245 | 0.0% | — | 109 | +36,838 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 35,402 | 236 | 0.0% | 0.0% | 110 | -7,190 | -16.88% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 35,282 | 235 | 0.0% | 0.0% | 111 | +5,724 | 19.37% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 34,675 | 231 | 0.0% | — | 112 | +34,675 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 34,469 | 229 | 0.01% | 0.0% | 113 | +29,171 | 550.6% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 34,000 | 226 | 0.0% | — | 114 | +34,000 | New | Q4 2025 | Jan 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 33,713 | 224 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 33,426 | 222 | 0.0% | 0.0% | 116 | -307 | -0.91% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,301 | 222 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,029 | 220 | 0.0% | 0.0% | 118 | -758 | -2.24% | Q4 2025 | Feb 05, 2026 |
| Virtu Financial LLC | History | New | 31,605 | 211 | 0.01% | — | 119 | +31,605 | New | Q4 2025 | Feb 23, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 30,752 | 205 | 0.0% | 0.0% | 120 | -16,957 | -35.54% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 30,657 | 204 | 0.0% | 0.0% | 121 | +17,478 | 132.62% | Q4 2025 | Jan 26, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 30,618 | 200 | 0.0% | 0.0% | 122 | -5,246 | -14.63% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 29,371 | 195 | 0.0% | 0.0% | 123 | +5,057 | 20.8% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 29,173 | 194 | 0.0% | 0.0% | 124 | +2,188 | 8.11% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 28,990 | 193 | 0.0% | 0.0% | 125 | -4,157 | -12.54% | Q4 2025 | Jan 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 28,539 | 190 | 0.0% | 0.0% | 126 | -16,000 | -35.92% | Q4 2025 | Jan 29, 2026 |
| Abacus Planning Group, Inc. | History | No change | 28,058 | 187 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 27,743 | 185 | 0.0% | 0.0% | 128 | -797 | -2.79% | Q4 2025 | Feb 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 27,640 | 184 | 0.02% | — | 130 | +27,640 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 27,628 | 184 | 0.0% | 0.0% | 129 | +16,662 | 151.94% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,700 | 184 | 0.0% | 0.0% | 131 | +2,300 | 9.06% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,266 | 176 | 0.0% | 0.0% | 132 | +9,030 | 55.62% | Q4 2025 | Jan 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 25,738 | 171 | 0.04% | — | 134 | +25,738 | New | Q4 2025 | Mar 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 25,677 | 171 | 0.0% | 0.0% | 133 | +400 | 1.58% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Reduced | 24,879 | 166 | 0.0% | 0.0% | 135 | -590 | -2.32% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 24,524 | 163 | 0.0% | 0.0% | 136 | -6,934 | -22.04% | Q4 2025 | Jan 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 24,262 | 161 | 0.02% | — | 137 | +24,262 | New | Q4 2025 | Feb 11, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 22,702 | 151 | 0.03% | — | 138 | +22,702 | New | Q4 2025 | Feb 04, 2026 |
| ProShare Advisors LLC | History | Added to | 22,391 | 149 | 0.0% | 0.0% | 139 | +712 | 3.28% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,860 | 145 | 0.0% | 0.0% | 140 | +11,318 | 107.36% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,545 | 143 | 0.0% | 0.0% | 141 | +321 | 1.51% | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 20,498 | 136 | 0.0% | 0.0% | 142 | -812 | -3.81% | Q4 2025 | Feb 13, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Reduced | 20,000 | 135 | 0.06% | 0.05% | 144 | -7,000 | -25.93% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,284 | 135 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | New | 19,913 | 132 | 0.0% | — | 145 | +19,913 | New | Q4 2025 | Jan 26, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 19,269 | 128 | 0.0% | 0.0% | 146 | +887 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Reduced | 17,300 | 115 | 0.0% | 0.0% | 147 | -51,652 | -74.91% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 16,981 | 113 | 0.04% | — | 148 | +16,981 | New | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 16,271 | 108 | 0.0% | 0.02% | 149 | -959,303 | -98.33% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 16,221 | 108 | 0.0% | 0.0% | 150 | -484 | -2.9% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,785 | 105 | 0.0% | 0.0% | 151 | +5,640 | 55.59% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 15,530 | 103 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BFSG, LLC | History | Reduced | 15,324 | 102 | 0.01% | 0.01% | 153 | -6,556 | -29.96% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | New | 15,218 | 101 | 0.0% | — | 154 | +15,218 | New | Q4 2025 | Jan 16, 2026 |
| State of Wyoming | History | Added to | 15,145 | 101 | 0.01% | 0.01% | 155 | +1,428 | 10.41% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,082 | 100 | 0.0% | 0.0% | 156 | -20,553 | -57.68% | Q4 2025 | Mar 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,389 | 96 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 13,971 | 93 | 0.0% | — | 158 | +13,971 | New | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 13,700 | 91 | 0.0% | 0.0% | 160 | -51,027 | -78.83% | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | New | 13,775 | 91 | 0.0% | — | 159 | +13,775 | New | Q4 2025 | Feb 06, 2026 |
| Alpine Global Management, LLC | History | New | 13,481 | 89 | 0.02% | — | 161 | +13,481 | New | Q4 2025 | Feb 26, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 12,808 | 85 | 0.0% | 0.0% | 162 | +255 | 2.03% | Q4 2025 | Feb 10, 2026 |
| Ponta Wealth Partners, LLC | History | New | 12,656 | 84 | 0.08% | — | 164 | +12,656 | New | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | New | 12,652 | 84 | 0.0% | — | 163 | +12,652 | New | Q4 2025 | Feb 13, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 12,475 | 83 | 0.03% | 0.02% | 165 | -1,350 | -9.76% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 12,376 | 82 | 0.0% | 0.0% | 166 | -474 | -3.69% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 12,015 | 80 | 0.0% | — | 167 | +12,015 | New | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | New | 11,896 | 79 | 0.0% | — | 168 | +11,896 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 11,742 | 78 | 0.0% | 0.0% | 169 | -43,064 | -78.58% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | No change | 11,529 | 76 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quotient Wealth Partners, LLC | History | New | 11,328 | 75 | 0.0% | — | 171 | +11,328 | New | Q4 2025 | Jan 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,782 | 65 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,084 | 60 | 0.0% | 0.0% | 173 | -11,250 | -55.33% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,201 | 55 | 0.0% | 0.0% | 174 | +6,977 | 570.02% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,006 | 53 | 0.0% | 0.0% | 175 | +4,766 | 147.1% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,651 | 44 | 0.0% | 0.0% | 176 | -1,311 | -16.47% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 5,443 | 36 | 0.0% | — | 177 | +5,443 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,193 | 34 | 0.0% | 0.0% | 179 | +3,312 | 176.08% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,175 | 34 | 0.0% | 0.0% | 178 | +3,082 | 147.25% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | New | 4,912 | 32 | 0.0% | — | 180 | +4,912 | New | Q4 2025 | Jan 08, 2026 |
| Larson Financial Group LLC | History | Added to | 3,586 | 23 | 0.0% | 0.0% | 181 | +2,804 | 358.57% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,007 | 20 | 0.0% | — | 183 | +3,007 | New | Q4 2025 | Feb 13, 2026 |
| Founders Capital Management | History | New | 3,000 | 20 | 0.01% | — | 182 | +3,000 | New | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,776 | 18 | 0.0% | 0.0% | 185 | +2,492 | 877.46% | Q4 2025 | Jan 05, 2026 |
| AlphaQuest LLC | History | No change | 2,819 | 18 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,000 | 13 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,807 | 12 | 0.0% | — | 188 | +1,807 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,800 | 12 | 0.0% | — | 187 | +1,797 | 59900.0% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,664 | 11 | 0.0% | 0.0% | 189 | +550 | 49.37% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 1,625 | 11 | 0.01% | 0.0% | 191 | +377 | 30.21% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,727 | 11 | 0.0% | 0.0% | 190 | -1 | -0.06% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,598 | 10 | 0.0% | 0.0% | 192 | +757 | 90.01% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 1,400 | 9 | 0.0% | 0.0% | 194 | -5,920 | -80.87% | Q4 2025 | Jan 14, 2026 |
| Modus Advisors, LLC | History | New | 1,455 | 9 | 0.0% | — | 193 | +1,455 | New | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 1,316 | 8 | 0.0% | 0.0% | 195 | +692 | 110.9% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,160 | 8 | 0.0% | 0.0% | 196 | -20 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,220 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quantbot Technologies LP | History | New | 1,105 | 7 | 0.0% | — | 198 | +1,105 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,070 | 7 | 0.0% | — | 199 | +889 | 491.16% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 782 | 5 | 0.0% | — | 204 | +782 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 845 | 5 | 0.0% | 0.0% | 205 | +266 | 45.94% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 863 | 5 | 0.0% | 0.0% | 202 | -148 | -14.64% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 863 | 5 | 0.0% | 0.0% | 201 | -128 | -12.92% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 875 | 5 | 0.0% | 0.0% | 203 | -123 | -12.32% | Q4 2025 | Jan 20, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 879 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 722 | 4 | 0.0% | 0.0% | 207 | -14,727 | -95.33% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 600 | 4 | 0.0% | 0.0% | 208 | -400 | -40.0% | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 600 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 703 | 3 | 0.0% | — | 210 | +703 | New | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 499 | 3 | 0.0% | 0.0% | 211 | +101 | 25.38% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 413 | 3 | 0.0% | 0.0% | 209 | +42 | 11.32% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 410 | 2 | 0.0% | — | 217 | +410 | New | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Reduced | 410 | 2 | 0.0% | 0.0% | 216 | -230 | -35.94% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Added to | 345 | 2 | 0.0% | — | 212 | +214 | 163.36% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 305 | 2 | 0.0% | 0.0% | 219 | -179 | -36.98% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 381 | 2 | 0.0% | 0.0% | 213 | +72 | 23.3% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 306 | 2 | 0.0% | 0.0% | 214 | +30 | 10.87% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 291 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| West Branch Capital LLC | History | No change | 318 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 156 | 1 | 0.0% | 0.0% | 225 | -657 | -80.81% | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 206 | 1 | 0.0% | — | 220 | +206 | New | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 206 | 1 | 0.0% | — | 226 | +191 | 1273.33% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 190 | 1 | 0.0% | — | 228 | +190 | New | Q4 2025 | Jan 30, 2026 |
| Quent Capital, LLC | History | Added to | 181 | 1 | 0.0% | — | 224 | +169 | 1408.33% | Q4 2025 | Jan 29, 2026 |
| Wilkerson Advisory Group LLC | History | New | 160 | 1 | 0.0% | — | 227 | +160 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 157 | 1 | 0.0% | — | 223 | +108 | 220.41% | Q4 2025 | Feb 24, 2026 |
| Crewe Advisors LLC | History | No change | 223 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Investors Research Corp | History | No change | 250 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Troluce Capital Advisors LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -1,617,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Medina Value Partners, LLC | History | Closed out | 0 | 0 | — | 1.51% | — | -1,427,933 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,134,835 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -720,944 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -483,003 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -444,844 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -156,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Seven Six Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -151,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BCK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.42% | — | -142,304 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GAM Holding AG | History | Closed out | 0 | 0 | — | 0.04% | — | -140,000 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -134,900 | -100.0% | Q3 2025 | Oct 31, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.07% | — | -127,940 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -115,746 | -100.0% | Q3 2025 | Nov 13, 2025 |
| QSV Equity Investors LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -113,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARAGON CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.35% | — | -102,572 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.13% | — | -83,410 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82,030 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -73,605 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pullen Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -72,302 | -100.0% | Q3 2025 | Oct 27, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -60,132 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -52,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -45,800 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -34,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -29,808 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.62% | — | -28,600 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,716 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,460 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,236 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -635 | -100.0% | Q3 2025 | Oct 17, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Deseret Mutual Benefit Administrators | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 117 | 0 | — | 0.0% | — | -160 | -57.76% | Q4 2025 | Feb 02, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 138 | 0 | — | — | — | +138 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 98 | 0 | — | — | — | -89 | -47.59% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -69 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sunbelt Securities, Inc. | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 20, 2026 |
| FIRST HORIZON CORP | History | Reduced | 5 | 0 | — | — | — | -32 | -86.49% | Q4 2025 | Jan 27, 2026 |
| Ankerstar Wealth, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 64 | 0 | — | — | — | +2 | 3.23% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Clean Yield Group | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Scarborough Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |