Walker & Dunlop, Inc. - WD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,062,083 | 304,484 | 0.01% | 0.01% | 1 | +136,284 | 2.77% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,715,924 | 223,512 | 0.0% | 0.0% | 2 | -27,110 | -0.72% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 1,496,711 | 90,027 | 0.0% | 0.0% | 3 | +37,828 | 2.59% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,265,106 | 76,097 | 0.02% | 0.02% | 4 | +17,846 | 1.43% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,221,012 | 73,443 | 0.02% | 0.03% | 5 | +22,941 | 1.91% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 1,183,480 | 71,184 | 0.03% | 0.06% | 6 | -356,943 | -23.17% | Q4 2025 | Feb 17, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 859,072 | 51,673 | 0.99% | 0.9% | 7 | +321,734 | 59.88% | Q4 2025 | Jan 23, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 798,569 | 48,040 | 0.0% | 0.0% | 8 | +692 | 0.09% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 545,558 | 32,815 | 0.33% | 0.41% | 9 | +59,465 | 12.23% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 490,421 | 29,498 | 0.0% | 0.01% | 10 | +4,392 | 0.9% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 476,017 | 28,632 | 0.0% | 0.0% | 11 | +98,578 | 26.12% | Q4 2025 | Feb 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 453,069 | 27,253 | 0.02% | 0.07% | 12 | -824,808 | -64.55% | Q4 2025 | Feb 19, 2026 |
| Conversant Capital LLC | History | Added to | 421,380 | 25,346 | 4.81% | 5.0% | 13 | +68,270 | 19.33% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 389,284 | 23,415 | 0.0% | 0.01% | 14 | -249,578 | -39.07% | Q4 2025 | Mar 25, 2026 |
| FMR LLC | History | Reduced | 380,152 | 22,866 | 0.0% | 0.0% | 15 | -13,203 | -3.36% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 349,511 | 21,023 | 0.0% | 0.01% | 16 | -98,859 | -22.05% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 330,644 | 19,888 | 0.0% | 0.0% | 17 | -40,253 | -10.85% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 313,671 | 18,867 | 0.03% | 0.04% | 18 | +29,604 | 10.42% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 298,459 | 17,952 | 0.01% | 0.01% | 19 | +50,854 | 20.54% | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 289,695 | 17,425 | 0.05% | 0.05% | 20 | +105,000 | 56.85% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 275,201 | 16,553 | 0.0% | 0.0% | 21 | -28,041 | -9.25% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 272,758 | 16,406 | 0.0% | 0.0% | 22 | -107,355 | -28.24% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 246,313 | 14,815 | 0.02% | 0.01% | 23 | +111,299 | 82.44% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 233,282 | 14,031 | 0.01% | 0.01% | 24 | +153,411 | 192.07% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 215,260 | 12,947 | 0.02% | 0.06% | 26 | -140,271 | -39.45% | Q4 2025 | Mar 16, 2026 |
| BROWN ADVISORY INC | History | Reduced | 215,249 | 12,947 | 0.02% | 0.02% | 25 | -13,541 | -5.92% | Q4 2025 | Feb 13, 2026 |
| Erste Asset Management GmbH | History | No change | 200,000 | 12,030 | 0.1% | 0.16% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 181,627 | 10,924 | 0.0% | 0.0% | 28 | +154,455 | 568.43% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 162,302 | 9,762 | 0.0% | 0.01% | 29 | -2,119 | -1.29% | Q4 2025 | Feb 02, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 160,103 | 9,630 | 0.12% | 0.17% | 30 | +462 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 148,534 | 8,934 | 0.88% | 1.23% | 31 | -14,107 | -8.67% | Q4 2025 | Jan 27, 2026 |
| Squarepoint Ops LLC | History | New | 141,744 | 8,525 | 0.01% | — | 32 | +141,744 | New | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 138,441 | 8,327 | 0.56% | 0.82% | 33 | +40 | 0.03% | Q4 2025 | Jan 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 129,036 | 7,761 | 0.28% | 0.49% | 34 | -40,224 | -23.76% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 126,124 | 7,586 | 0.01% | 0.0% | 35 | +121,615 | 2697.16% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 120,376 | 7,240 | 0.02% | 0.04% | 36 | -12,514 | -9.42% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 117,521 | 7,068 | 0.0% | 0.0% | 37 | -20,558 | -14.89% | Q4 2025 | Feb 11, 2026 |
| Karl Kapital LLC | History | New | 116,617 | 7,014 | 6.22% | — | 38 | +116,617 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 114,461 | 6,884 | 0.0% | 0.0% | 39 | -1,189 | -1.03% | Q4 2025 | Feb 12, 2026 |
| Nixon Capital, LLC | History | Added to | 114,420 | 6,882 | 1.82% | 2.85% | 40 | +2,581 | 2.31% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 105,741 | 6,360 | 0.01% | 0.0% | 41 | +60,476 | 133.6% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 103,729 | 6,239 | 0.0% | 0.0% | 42 | +31,149 | 42.92% | Q4 2025 | Feb 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 102,145 | 6,143 | 0.1% | 0.14% | 43 | +2,146 | 2.15% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 101,653 | 6,114 | 0.0% | 0.0% | 44 | +8,945 | 9.65% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 98,592 | 5,930 | 0.04% | 0.01% | 45 | +89,486 | 982.71% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 95,800 | 5,762 | 0.01% | 0.0% | 46 | +59,000 | 160.33% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 95,034 | 5,716 | 0.0% | 0.01% | 47 | -5,586 | -5.55% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 94,395 | 5,677 | 0.0% | 0.0% | 48 | -20,046 | -17.52% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Added to | 93,728 | 5,637 | 0.0% | 0.0% | 49 | +2,632 | 2.89% | Q4 2025 | Feb 19, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 85,801 | 5,160 | 0.0% | 0.0% | 50 | +12,615 | 17.24% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Reduced | 83,937 | 5,048 | 0.0% | 0.0% | 51 | -1,586 | -1.85% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 82,500 | 4,962 | 0.01% | 0.02% | 52 | -15,500 | -15.82% | Q4 2025 | Feb 17, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 75,000 | 4,511 | 0.24% | 0.22% | 53 | +25,000 | 50.0% | Q4 2025 | Feb 11, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 68,846 | 4,141 | 0.18% | 0.02% | 54 | +64,262 | 1401.88% | Q4 2025 | Feb 09, 2026 |
| Swiss National Bank | History | Added to | 67,200 | 4,042 | 0.0% | 0.0% | 55 | +1,300 | 1.97% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 59,818 | 3,598 | 0.01% | — | 56 | +59,818 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 58,097 | 3,494 | 0.0% | 0.0% | 57 | -6,921 | -10.64% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,468 | 3,396 | 0.0% | 0.0% | 58 | +38,171 | 208.62% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 55,817 | 3,357 | 0.0% | 0.0% | 59 | +30,403 | 119.63% | Q4 2025 | Feb 10, 2026 |
| Bayview Asset Management, LLC | History | Added to | 54,800 | 3,296 | 0.76% | 0.59% | 60 | +25,800 | 88.97% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 54,236 | 3,262 | 0.0% | 0.0% | 61 | +7,356 | 15.69% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,186 | 3,199 | 0.0% | 0.0% | 62 | +8,489 | 18.99% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 51,592 | 3,103 | 0.01% | — | 63 | +51,592 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 49,604 | 2,984 | 0.0% | 0.0% | 64 | +42,835 | 632.81% | Q4 2025 | Jan 09, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 48,750 | 2,932 | 0.55% | 0.78% | 65 | -240 | -0.49% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 48,650 | 2,926 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 43,916 | 2,641 | 0.0% | 0.0% | 67 | -10,377 | -19.11% | Q4 2025 | Jan 29, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 39,191 | 2,357 | 0.02% | 0.03% | 68 | -2,302 | -5.55% | Q4 2025 | Feb 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 38,981 | 2,344 | 0.16% | 0.32% | 69 | -6,977 | -15.18% | Q4 2025 | Feb 09, 2026 |
| Trexquant Investment LP | History | Added to | 38,675 | 2,326 | 0.02% | 0.02% | 70 | +17,746 | 84.79% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 36,700 | 2,207 | 0.0% | 0.0% | 71 | +31,800 | 648.98% | Q4 2025 | Feb 17, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 35,991 | 2,146 | 1.12% | 1.67% | 72 | +84 | 0.23% | Q4 2025 | Jan 28, 2026 |
| MARSHALL WACE, LLP | History | New | 34,809 | 2,093 | 0.0% | — | 73 | +34,809 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,785 | 2,032 | 0.0% | 0.0% | 74 | -3,104 | -8.41% | Q4 2025 | Feb 18, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 33,513 | 2,016 | 0.0% | 0.0% | 75 | +3,574 | 11.94% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 33,390 | 2,008 | 0.0% | 0.0% | 76 | +27,416 | 458.92% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 33,162 | 1,994 | 0.06% | — | 77 | +33,162 | New | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 32,806 | 1,973 | 0.12% | 0.27% | 78 | -21,126 | -39.17% | Q4 2025 | Jan 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 32,453 | 1,952 | 0.0% | 0.0% | 79 | -30 | -0.09% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 31,865 | 1,916 | 0.0% | 0.0% | 80 | +16,285 | 104.53% | Q4 2025 | Feb 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 31,700 | 1,906 | 0.01% | — | 81 | +31,700 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 31,665 | 1,904 | 0.0% | 0.0% | 82 | -2,250 | -6.63% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 31,344 | 1,885 | 0.0% | 0.0% | 83 | -6,815 | -17.86% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,050 | 1,807 | 0.0% | 0.0% | 84 | +9,805 | 48.43% | Q4 2025 | Feb 06, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | Reduced | 30,000 | 1,804 | 0.7% | 3.18% | 85 | -90,000 | -75.0% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 29,471 | 1,771 | 0.0% | 0.0% | 86 | -7,102 | -19.42% | Q4 2025 | Feb 13, 2026 |
| TWINBEECH CAPITAL LP | History | New | 28,328 | 1,703 | 0.12% | — | 87 | +28,328 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 28,195 | 1,695 | 0.02% | 0.01% | 88 | +15,064 | 114.72% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 27,637 | 1,662 | 0.04% | 0.06% | 89 | -3,788 | -12.05% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 26,447 | 1,590 | 0.08% | — | 90 | +26,447 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 24,612 | 1,480 | 0.0% | 0.0% | 91 | +12,067 | 96.19% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 24,230 | 1,457 | 0.0% | 0.01% | 92 | -6,595 | -21.39% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 23,506 | 1,413 | 0.01% | 0.0% | 93 | +9,554 | 68.48% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,407 | 1,408 | 0.0% | 0.0% | 94 | -1,171 | -4.76% | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 23,066 | 1,387 | 0.0% | 0.0% | 95 | +12,735 | 123.27% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 20,526 | 1,234 | 0.04% | 0.03% | 96 | -1,242 | -5.71% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,478 | 1,171 | 0.0% | 0.0% | 97 | -671 | -3.33% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 18,954 | 1,140 | 0.01% | 0.02% | 98 | +2,229 | 13.33% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 18,787 | 1,129 | 0.01% | 0.02% | 99 | +202 | 1.09% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 18,349 | 1,103 | 0.01% | 0.01% | 100 | -772 | -4.04% | Q4 2025 | Feb 12, 2026 |
| ARGA Investment Management, LP | History | No change | 18,113 | 1,089 | 0.03% | 0.04% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 17,782 | 1,069 | 0.24% | 0.2% | 102 | +7,102 | 66.5% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 16,684 | 1,004 | 0.08% | 0.08% | 103 | +4,892 | 41.49% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16,443 | 989 | 0.0% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 15,680 | 943 | 0.0% | — | 105 | +15,680 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,600 | 938 | 0.02% | 0.02% | 106 | -100 | -0.64% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 15,316 | 921 | 0.0% | 0.0% | 107 | -8 | -0.05% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,171 | 912 | 0.01% | — | 108 | +15,171 | New | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 14,801 | 890 | 0.0% | 0.01% | 109 | -4,883 | -24.81% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,393 | 865 | 0.01% | 0.01% | 110 | -3,125 | -17.84% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Added to | 13,678 | 822 | 0.05% | 0.02% | 111 | +10,204 | 293.72% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,584 | 817 | 0.0% | 0.0% | 112 | +882 | 6.94% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 13,513 | 812 | 0.0% | — | 113 | +13,513 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,192 | 793 | 0.0% | — | 114 | +13,192 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 13,137 | 790 | 0.0% | 0.0% | 115 | -184 | -1.38% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,062 | 786 | 0.07% | — | 116 | +13,062 | New | Q4 2025 | Feb 06, 2026 |
| Brevan Howard Capital Management LP | History | New | 12,812 | 770 | 0.01% | — | 117 | +12,812 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,616 | 758 | 0.0% | 0.05% | 118 | -915,411 | -98.64% | Q4 2025 | Feb 13, 2026 |
| QSV Equity Investors LLC | History | Reduced | 12,453 | 749 | 1.11% | 1.71% | 119 | -7,575 | -37.82% | Q4 2025 | Feb 12, 2026 |
| Carson Advisory Inc. | History | Reduced | 12,125 | 729 | 0.38% | 0.57% | 120 | -600 | -4.72% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,954 | 719 | 0.01% | 0.02% | 121 | -2,410 | -16.78% | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 11,868 | 713 | 0.13% | 0.19% | 122 | -317 | -2.6% | Q4 2025 | Jan 12, 2026 |
| Legato Capital Management LLC | History | New | 11,697 | 703 | 0.06% | — | 123 | +11,697 | New | Q4 2025 | Feb 06, 2026 |
| Almitas Capital LLC | History | New | 11,600 | 697 | 0.15% | — | 124 | +11,600 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 11,456 | 689 | 0.0% | 0.0% | 125 | +6,225 | 119.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 10,885 | 654 | 0.03% | 0.03% | 126 | +2,197 | 25.29% | Q4 2025 | Jan 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,427 | 629 | 0.0% | 0.0% | 127 | +2,415 | 30.14% | Q4 2025 | Jan 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 10,200 | 613 | 0.0% | — | 128 | +10,200 | New | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 10,094 | 607 | 0.24% | — | 129 | +10,094 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 10,006 | 601 | 0.02% | — | 131 | +10,006 | New | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | New | 9,997 | 601 | 0.01% | — | 130 | +9,997 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 9,960 | 599 | 0.0% | — | 132 | +9,960 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 9,864 | 593 | 0.0% | 0.01% | 133 | +38 | 0.39% | Q4 2025 | Feb 05, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 9,792 | 588 | 0.0% | 0.0% | 134 | +6,700 | 216.69% | Q4 2025 | Feb 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,141 | 579 | 0.01% | 0.01% | 135 | -1,334 | -12.74% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 9,488 | 570 | 0.0% | 0.0% | 136 | -567 | -5.64% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,451 | 568 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 9,400 | 565 | 0.01% | 0.02% | 138 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 9,131 | 549 | 0.0% | 0.01% | 139 | +18 | 0.2% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 9,100 | 547 | 0.0% | 0.0% | 141 | -2,900 | -24.17% | Q4 2025 | Mar 12, 2026 |
| Mariner, LLC | History | Added to | 9,089 | 547 | 0.0% | 0.0% | 140 | +411 | 4.74% | Q4 2025 | Feb 13, 2026 |
| MYDA Advisors LLC | History | New | 9,000 | 541 | 0.1% | — | 142 | +9,000 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 8,961 | 539 | 0.0% | 0.0% | 143 | -15,241 | -62.97% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,935 | 537 | 0.0% | 0.0% | 144 | +2,288 | 34.42% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 8,796 | 529 | 0.0% | — | 145 | +8,796 | New | Q4 2025 | Feb 17, 2026 |
| Dempze Nancy E | History | Added to | 8,800 | 529 | 0.28% | 0.22% | 146 | +4,000 | 83.33% | Q4 2025 | Feb 17, 2026 |
| EULAV Asset Management | History | Reduced | 8,600 | 517 | 0.01% | 0.08% | 147 | -30,300 | -77.89% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 8,559 | 514 | 0.0% | 0.0% | 148 | -2,228 | -20.65% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,433 | 507 | 0.0% | 0.0% | 149 | -243 | -2.8% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 8,166 | 491 | 0.0% | 0.0% | 150 | -1,681 | -17.07% | Q4 2025 | Feb 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 7,575 | 476 | 0.0% | 0.0% | 151 | -598 | -7.32% | Q4 2025 | Feb 18, 2026 |
| HRT FINANCIAL LP | History | Added to | 7,869 | 473 | 0.0% | 0.0% | 152 | +5,010 | 175.24% | Q4 2025 | Feb 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 7,804 | 469 | 0.01% | 0.01% | 153 | +103 | 1.34% | Q4 2025 | Feb 04, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 7,484 | 450 | 0.32% | 0.42% | 154 | -11 | -0.15% | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 7,300 | 439 | 0.0% | 0.0% | 155 | -600 | -7.59% | Q4 2025 | Jan 28, 2026 |
| ProShare Advisors LLC | History | Added to | 6,425 | 386 | 0.0% | 0.0% | 156 | +192 | 3.08% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 6,192 | 375 | 0.0% | 0.0% | 157 | -7,249 | -53.93% | Q4 2025 | Feb 18, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 6,049 | 363 | 0.01% | 0.01% | 158 | +3,314 | 121.17% | Q4 2025 | Feb 06, 2026 |
| GatePass Capital, LLC | History | No change | 6,049 | 363 | 0.19% | 0.29% | 159 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,869 | 359 | 0.0% | 0.0% | 161 | +859 | 17.15% | Q4 2025 | Jan 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,972 | 359 | 0.0% | 0.0% | 160 | -53 | -0.88% | Q4 2025 | Feb 12, 2026 |
| Centiva Capital, LP | History | New | 5,873 | 353 | 0.0% | — | 162 | +5,873 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 5,820 | 350 | 0.0% | 0.01% | 163 | -15 | -0.26% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Reduced | 5,715 | 347 | 0.0% | 0.01% | 164 | -82 | -1.41% | Q4 2025 | Jan 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 5,644 | 339 | 0.01% | 0.02% | 165 | +347 | 6.55% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,626 | 338 | 0.0% | 0.0% | 166 | -5,869 | -51.06% | Q4 2025 | Mar 09, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 5,029 | 302 | 0.07% | 0.04% | 167 | +1,875 | 59.45% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 4,973 | 299 | 0.01% | 0.03% | 168 | -107 | -2.11% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 4,951 | 297 | 0.12% | 0.28% | 170 | -3,570 | -41.9% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,952 | 297 | 0.01% | 0.01% | 169 | +54 | 1.1% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,931 | 296 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Freestone Grove Partners LP | History | Added to | 4,912 | 295 | 0.0% | 0.0% | 172 | +1,004 | 25.69% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 4,812 | 289 | 0.01% | — | 173 | +4,812 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 4,770 | 286 | 0.0% | — | 174 | +4,770 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 4,652 | 279 | 0.01% | — | 175 | +4,652 | New | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | New | 4,372 | 263 | 0.01% | — | 176 | +4,372 | New | Q4 2025 | Feb 23, 2026 |
| Jump Financial, LLC | History | Reduced | 4,334 | 260 | 0.0% | 0.0% | 177 | -466 | -9.71% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | New | 4,322 | 259 | 0.0% | — | 179 | +4,322 | New | Q4 2025 | Feb 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 4,300 | 259 | 0.06% | 0.08% | 180 | -1,660 | -27.85% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,298 | 259 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 4,243 | 255 | 0.0% | 0.0% | 181 | +843 | 24.79% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 4,199 | 252 | 0.01% | — | 182 | +4,199 | New | Q4 2025 | Feb 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,120 | 248 | 0.01% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,038 | 242 | 0.0% | 0.0% | 184 | -893 | -18.11% | Q4 2025 | Feb 06, 2026 |
| R Squared Ltd | History | Added to | 3,978 | 239 | 0.11% | 0.11% | 185 | +979 | 32.64% | Q4 2025 | Jan 30, 2026 |
| INCEPTIONR LLC | History | Reduced | 3,956 | 237 | 0.07% | 0.12% | 186 | -2,028 | -33.89% | Q4 2025 | Feb 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,893 | 234 | 0.0% | 0.0% | 187 | +77 | 2.02% | Q4 2025 | Feb 10, 2026 |
| Massar Capital Management, LP | History | New | 3,819 | 229 | 0.02% | — | 188 | +3,819 | New | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 3,799 | 226 | 0.01% | 0.01% | 189 | +29 | 0.77% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 3,498 | 210 | 0.0% | 0.0% | 190 | +2,160 | 161.43% | Q4 2025 | Jan 26, 2026 |
| CIBC Asset Management Inc | History | Added to | 3,340 | 200 | 0.0% | 0.0% | 191 | +113 | 3.5% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,172 | 190 | 0.0% | 0.0% | 192 | -1,918 | -37.68% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,756 | 165 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,230 | 134 | 0.0% | 0.0% | 194 | -6,150 | -73.39% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,143 | 128 | 0.0% | 0.0% | 195 | +1,095 | 104.48% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 2,000 | 120 | 0.01% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,910 | 114 | 0.0% | 0.0% | 197 | -374 | -16.37% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,569 | 94 | 0.0% | 0.0% | 198 | -862 | -35.46% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,468 | 88 | 0.02% | 0.0% | 199 | +1,419 | 2895.92% | Q4 2025 | Mar 03, 2026 |
| KBC Group NV | History | No change | 1,136 | 68 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 985 | 59 | 0.0% | 0.0% | 201 | -342 | -25.77% | Q4 2025 | Jan 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 865 | 52 | 0.0% | 0.0% | 202 | +280 | 47.86% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | No change | 865 | 52 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 789 | 47 | 0.0% | 0.0% | 204 | +73 | 10.2% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 730 | 43 | 0.0% | — | 205 | +730 | New | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 514 | 31 | 0.0% | — | 206 | +514 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 490 | 29 | 0.0% | 0.0% | 207 | -143 | -22.59% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 401 | 24 | 0.0% | 0.0% | 208 | -499 | -55.44% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 413 | 24 | 0.0% | — | 209 | +413 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Reduced | 307 | 18 | 0.0% | 0.0% | 210 | -172 | -35.91% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 294 | 17 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 279 | 16 | 0.0% | 0.0% | 212 | +76 | 37.44% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 261 | 15 | 0.0% | 0.0% | 214 | +116 | 80.0% | Q4 2025 | Jan 28, 2026 |
| State of Wyoming | History | Added to | 265 | 15 | 0.0% | 0.0% | 215 | +40 | 17.78% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 260 | 15 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 234 | 14 | 0.0% | 0.0% | 216 | -20 | -7.87% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 224 | 13 | 0.0% | — | 217 | +224 | New | Q4 2025 | Feb 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 152 | 12 | 0.0% | — | 218 | +152 | New | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Advisors | History | No change | 200 | 12 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 199 | 12 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 189 | 11 | 0.0% | 0.0% | 221 | -3 | -1.56% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 173 | 10 | 0.0% | 0.0% | 222 | +79 | 84.04% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | No change | 161 | 10 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 156 | 9 | 0.0% | 0.01% | 225 | -1,947 | -92.58% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 156 | 9 | 0.0% | 0.0% | 226 | -15 | -8.77% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 165 | 9 | 0.0% | 0.0% | 224 | +1 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 148 | 8 | 0.0% | 0.01% | 228 | -689 | -82.32% | Q4 2025 | Jan 08, 2026 |
| Arax Advisory Partners | History | Reduced | 140 | 8 | 0.0% | 0.0% | 227 | -78 | -35.78% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 131 | 7 | 0.0% | 0.0% | 229 | -546 | -80.65% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 122 | 7 | 0.0% | — | 232 | +122 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 120 | 7 | 0.0% | — | 230 | +120 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 126 | 7 | 0.0% | 0.0% | 231 | -2 | -1.56% | Q4 2025 | Feb 03, 2026 |
| DV Trading LLC | History | New | 101 | 6 | 0.0% | — | 234 | +101 | New | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 103 | 6 | 0.0% | 0.0% | 235 | -36 | -25.9% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 101 | 6 | 0.0% | 0.0% | 233 | +33 | 48.53% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 82 | 4 | 0.0% | 0.0% | 240 | +12 | 17.14% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 69 | 4 | 0.0% | 0.0% | 238 | +9 | 15.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 69 | 4 | 0.0% | 0.0% | 236 | +7 | 11.29% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 75 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 80 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 63 | 3 | 0.0% | 0.0% | 243 | -331 | -84.01% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 50 | 3 | 0.0% | 0.0% | 244 | -75 | -60.0% | Q4 2025 | Jan 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 64 | 3 | 0.0% | 0.0% | 241 | -30 | -31.91% | Q4 2025 | Jan 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 53 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Reduced | 34 | 2 | 0.0% | 0.0% | 252 | -62 | -64.58% | Q4 2025 | Feb 10, 2026 |
| Kingdom Financial Group LLC. | History | New | 45 | 2 | 0.0% | — | 251 | +45 | New | Q4 2025 | Feb 06, 2026 |
| SWAN Capital LLC | History | New | 36 | 2 | 0.0% | — | 250 | +36 | New | Q4 2025 | Feb 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 36 | 2 | 0.0% | — | 245 | +28 | 350.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 35 | 2 | 0.0% | 0.0% | 246 | -18 | -33.96% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 35 | 2 | 0.0% | 0.0% | 248 | -6 | -14.63% | Q4 2025 | Feb 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Missouri Trust & Investment Co | History | No change | 35 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | New | 30 | 1 | 0.0% | — | 256 | +30 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | New | 28 | 1 | 0.0% | — | 255 | +28 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 29 | 1 | 0.0% | — | 257 | +26 | 866.67% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 23 | 1 | 0.0% | — | 260 | +23 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 22 | 1 | 0.0% | — | 254 | +21 | 2100.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | Reduced | 23 | 1 | 0.0% | 0.0% | 258 | -15 | -39.47% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 17 | 1 | 0.0% | — | 259 | +9 | 112.5% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -279,595 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -261,927 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -62,168 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.13% | — | -40,469 | -100.0% | Q3 2025 | Nov 17, 2025 |
| State of New Jersey Common Pension Fund D | History | Closed out | 0 | 0 | — | 0.01% | — | -25,864 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,272 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPM Growth Investors, Inc. | History | Closed out | 0 | 0 | — | 0.55% | — | -17,158 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,836 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.12% | — | -7,672 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,862 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -5,197 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,449 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,164 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,062 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,521 | -100.0% | Q3 2025 | Nov 12, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,486 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,968 | -100.0% | Q3 2025 | Oct 29, 2025 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,956 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,930 | -100.0% | Q3 2025 | Oct 27, 2025 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,590 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,568 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GUERRA PAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,549 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,546 | -100.0% | Q3 2025 | Nov 13, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,534 | -100.0% | Q3 2025 | Nov 13, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BESSEMER GROUP INC | History | Reduced | 2 | 0 | — | 0.0% | — | -1,466 | -99.86% | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | Reduced | 7 | 0 | — | 0.01% | — | -259 | -97.37% | Q4 2025 | Feb 11, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MAI Capital Management | History | Reduced | 12 | 0 | — | 0.0% | — | -29 | -70.73% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Oct 31, 2025 |
| ASSETMARK, INC | History | Reduced | 2 | 0 | — | 0.0% | — | -19 | -90.48% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 16 | 0 | — | — | — | +10 | 166.67% | Q4 2025 | Jan 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -6 | -42.86% | Q4 2025 | Jan 15, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bell Investment Advisors, Inc | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q4 2025 | Feb 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q4 2025 | Jan 16, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Tidemark, LLC | History | Added to | 13 | 0 | — | 0.0% | — | +1 | 8.33% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Abound Wealth Management | History | No change | 14 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |