WD 40 CO - WDFC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,016,144 | 396,978 | 0.01% | 0.01% | 1 | +30,571 | 1.54% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,650,622 | 325,007 | 0.0% | 0.0% | 2 | +47,528 | 2.96% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 528,959 | 104,152 | 0.03% | 0.03% | 3 | -4,779 | -0.9% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 527,526 | 103,870 | 0.28% | 0.27% | 4 | -25,723 | -4.65% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 519,775 | 102,343 | 0.0% | 0.0% | 5 | -238 | -0.05% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 405,117 | 79,777 | 0.0% | 0.01% | 6 | +2,072 | 0.51% | Q4 2025 | Feb 09, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 296,847 | 58,449 | 0.98% | 0.98% | 7 | -13,757 | -4.43% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 289,954 | 57,091 | 0.04% | 0.03% | 8 | +111,559 | 62.53% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 286,391 | 56,392 | 0.01% | 0.01% | 9 | +2,296 | 0.81% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 252,268 | 49,671 | 0.08% | 0.07% | 10 | -33,293 | -11.66% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 251,679 | 49,544 | 0.01% | 0.01% | 11 | -52,554 | -17.27% | Q4 2025 | Feb 17, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 237,904 | 46,843 | 0.88% | 0.9% | 12 | -26,232 | -9.93% | Q4 2025 | Feb 12, 2026 |
| GCQ FUNDS MANAGEMENT PTY Ltd | History | Added to | 221,225 | 43,559 | 6.0% | 3.51% | 13 | +104,282 | 89.17% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | Added to | 192,489 | 37,901 | 0.0% | 0.0% | 14 | +14,525 | 8.16% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 165,187 | 32,525 | 0.33% | 0.04% | 15 | +145,517 | 739.79% | Q4 2025 | Feb 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 148,759 | 29,290 | 0.04% | — | 16 | +148,759 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 147,279 | 28,999 | 0.0% | 0.0% | 17 | +186 | 0.13% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 143,124 | 28,181 | 0.0% | 0.0% | 18 | -6,406 | -4.28% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 140,216 | 27,608 | 0.0% | 0.0% | 19 | -3,853 | -2.67% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 129,261 | 25,451 | 0.04% | 0.04% | 20 | -1,510 | -1.15% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 124,410 | 24,496 | 0.02% | 0.03% | 21 | -17,106 | -12.09% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 120,804 | 23,786 | 0.0% | 0.0% | 22 | +1,456 | 1.22% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 91,427 | 18,001 | 0.0% | 0.0% | 23 | +46,127 | 101.83% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 80,918 | 15,932 | 0.06% | — | 24 | +80,918 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 75,015 | 14,770 | 0.0% | 0.0% | 25 | +4,636 | 6.59% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 73,767 | 14,651 | 0.0% | 0.0% | 26 | -2,420 | -3.18% | Q4 2025 | Feb 18, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 70,342 | 13,850 | 0.22% | 0.21% | 27 | +7,819 | 12.51% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 69,667 | 13,717 | 0.0% | 0.0% | 28 | -12,965 | -15.69% | Q4 2025 | Mar 25, 2026 |
| BARCLAYS PLC | History | Added to | 67,066 | 13,205 | 0.0% | 0.0% | 29 | +4,087 | 6.49% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 65,833 | 12,962 | 0.01% | 0.01% | 30 | +13,886 | 26.73% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 64,730 | 12,745 | 0.01% | 0.01% | 31 | -774 | -1.18% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 57,351 | 11,292 | 0.02% | 0.02% | 32 | +1,056 | 1.88% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,257 | 11,077 | 0.01% | 0.0% | 33 | +21,686 | 62.73% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 55,099 | 10,848 | 0.01% | 0.01% | 34 | -14,826 | -21.2% | Q4 2025 | Feb 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 54,168 | 10,665 | 0.04% | 0.04% | 35 | -10,508 | -16.25% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 49,254 | 9,698 | 0.0% | 0.01% | 36 | -97,375 | -66.41% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 46,846 | 9,223 | 0.03% | 0.04% | 37 | -5,949 | -11.27% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 43,645 | 8,593 | 0.01% | 0.0% | 38 | +16,527 | 60.94% | Q4 2025 | Feb 13, 2026 |
| PineStone Asset Management Inc. | History | No change | 43,610 | 8,586 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Reduced | 41,118 | 8,096 | 0.0% | 0.0% | 40 | -9,432 | -18.66% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 40,730 | 8,019 | 0.01% | 0.01% | 41 | -2,322 | -5.39% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 39,319 | 7,741 | 0.0% | 0.0% | 42 | -41,151 | -51.14% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 37,820 | 7,446 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DRH Investments, Inc. | History | New | 36,894 | 7,264 | 6.65% | — | 44 | +36,894 | New | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 36,506 | 7,188 | 0.01% | 37.31% | 45 | -4,168 | -10.25% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 35,886 | 7,065 | 0.0% | 0.0% | 46 | -3,264 | -8.34% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 35,368 | 6,963 | 0.0% | 0.0% | 47 | +1,528 | 4.52% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 35,141 | 6,919 | 0.0% | 0.0% | 49 | -13,121 | -27.19% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 35,144 | 6,919 | 0.0% | 0.0% | 48 | -2,413 | -6.42% | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Added to | 33,695 | 6,634 | 0.01% | 0.01% | 50 | +2,623 | 8.44% | Q4 2025 | Feb 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 32,379 | 6,375 | 0.02% | 0.02% | 51 | +9,517 | 41.63% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 32,247 | 6,349 | 0.0% | 0.0% | 52 | -6,254 | -16.24% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 31,515 | 6,205 | 0.02% | 0.01% | 53 | +18,935 | 150.52% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 31,322 | 6,167 | 0.01% | 0.02% | 54 | -39,925 | -56.04% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,465 | 5,801 | 0.0% | 0.0% | 55 | -31,858 | -51.95% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 28,861 | 5,682 | 0.02% | 0.02% | 56 | -539 | -1.83% | Q4 2025 | Jan 29, 2026 |
| Trexquant Investment LP | History | Reduced | 28,514 | 5,614 | 0.05% | 0.14% | 57 | -39,009 | -57.77% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 28,400 | 5,591 | 0.0% | — | 58 | +28,400 | New | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 26,700 | 5,257 | 0.0% | 0.0% | 59 | +500 | 1.91% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 26,490 | 5,215 | 0.02% | 0.02% | 60 | -4,190 | -13.66% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 26,055 | 5,130 | 0.0% | 0.0% | 61 | -15,045 | -36.61% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 25,533 | 5,027 | 0.01% | 0.01% | 62 | +3,776 | 17.36% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 25,008 | 4,924 | 0.0% | 0.0% | 63 | +548 | 2.24% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 22,800 | 4,489 | 0.01% | 0.01% | 64 | +100 | 0.44% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 22,573 | 4,444 | 0.0% | 0.0% | 65 | +12,995 | 135.68% | Q4 2025 | Feb 17, 2026 |
| Vest Financial, LLC | History | Added to | 21,111 | 4,156 | 0.05% | 0.03% | 66 | +9,235 | 77.76% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 20,894 | 4,115 | 0.0% | — | 67 | +20,894 | New | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 19,575 | 3,854 | 0.02% | 0.02% | 68 | -1,442 | -6.86% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,024 | 3,745 | 0.0% | 0.0% | 69 | +7,956 | 71.88% | Q4 2025 | Feb 11, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 18,446 | 3,632 | 0.06% | 0.06% | 70 | +500 | 2.79% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 17,926 | 3,529 | 0.03% | — | 71 | +17,926 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,788 | 3,502 | 0.0% | 0.0% | 72 | -1,965 | -9.95% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 17,000 | 3,347 | 0.01% | 0.0% | 73 | +16,837 | 10329.45% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 16,939 | 3,335 | 0.01% | 0.01% | 74 | -859 | -4.83% | Q4 2025 | Jan 30, 2026 |
| Bridgewater Associates, LP | History | Added to | 16,825 | 3,312 | 0.01% | 0.01% | 75 | +7,240 | 75.53% | Q4 2025 | Feb 13, 2026 |
| Westhampton Capital, LLC | History | Added to | 16,202 | 3,190 | 1.51% | 1.46% | 76 | +1,000 | 6.58% | Q4 2025 | Jan 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,313 | 3,015 | 0.03% | 0.03% | 77 | -1,890 | -10.99% | Q4 2025 | Feb 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 15,236 | 2,999 | 0.05% | 0.06% | 78 | -2,594 | -14.55% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,878 | 2,929 | 0.0% | 0.0% | 79 | +2,661 | 21.78% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 14,679 | 2,890 | 0.0% | 0.0% | 80 | +2,051 | 16.24% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,520 | 2,663 | 0.0% | 0.0% | 81 | +914 | 7.25% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 13,051 | 2,569 | 0.0% | 0.0% | 82 | +9,124 | 232.34% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 12,796 | 2,519 | 0.0% | 0.0% | 83 | +270 | 2.16% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 12,733 | 2,507 | 0.0% | 0.0% | 84 | -899 | -6.59% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 12,120 | 2,385 | 0.0% | 0.0% | 85 | -2,341 | -16.19% | Q4 2025 | Feb 13, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 12,078 | 2,378 | 0.45% | 0.71% | 86 | -8,387 | -40.98% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 12,055 | 2,373 | 0.0% | — | 87 | +12,055 | New | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 11,817 | 2,326 | 0.07% | 0.07% | 88 | +452 | 3.98% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 11,486 | 2,261 | 0.0% | 0.0% | 89 | +37 | 0.32% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 11,036 | 2,172 | 0.01% | 0.01% | 90 | +1,378 | 14.27% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 10,944 | 2,154 | 0.0% | 0.01% | 91 | -33,128 | -75.17% | Q4 2025 | Feb 17, 2026 |
| REIK & CO., LLC | History | No change | 10,800 | 2,126 | 0.58% | 0.55% | 92 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAVERICK CAPITAL LTD | History | New | 10,686 | 2,104 | 0.02% | — | 93 | +10,686 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,518 | 2,069 | 0.0% | 0.0% | 94 | +4,257 | 67.99% | Q4 2025 | Mar 09, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 9,752 | 1,920 | 0.08% | 0.0% | 95 | +9,372 | 2466.32% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 9,678 | 1,905 | 0.01% | 0.02% | 96 | +165 | 1.73% | Q4 2025 | Jan 14, 2026 |
| GABELLI FUNDS LLC | History | New | 9,500 | 1,870 | 0.01% | — | 97 | +9,500 | New | Q4 2025 | Feb 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 9,362 | 1,843 | 0.08% | 0.12% | 98 | -7,070 | -43.03% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,296 | 1,830 | 0.0% | 0.0% | 99 | -468 | -4.79% | Q4 2025 | Feb 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 8,900 | 1,752 | 0.0% | 0.0% | 100 | +1,800 | 25.35% | Q4 2025 | Feb 17, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 8,796 | 1,731 | 0.21% | 0.24% | 101 | -900 | -9.28% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,489 | 1,671 | 0.0% | 0.0% | 102 | +4,882 | 135.35% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 8,318 | 1,637 | 0.04% | 0.02% | 103 | +4,669 | 127.95% | Q4 2025 | Feb 13, 2026 |
| Bridge City Capital, LLC | History | Reduced | 8,004 | 1,575 | 0.46% | 0.49% | 104 | -1,309 | -14.06% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,814 | 1,538 | 0.0% | 0.0% | 105 | -727 | -8.51% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 7,628 | 1,501 | 0.0% | 0.0% | 106 | -865 | -10.18% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,615 | 1,499 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,492 | 1,475 | 0.01% | 0.01% | 109 | -383 | -4.86% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,494 | 1,475 | 0.02% | 0.01% | 108 | +105 | 1.42% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,395 | 1,456 | 0.0% | 0.0% | 110 | +2,186 | 41.97% | Q4 2025 | Feb 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 7,303 | 1,437 | 0.02% | 0.02% | 111 | +137 | 1.91% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,008 | 1,379 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 7,001 | 1,378 | 0.02% | 0.04% | 113 | -11,849 | -62.86% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 6,951 | 1,368 | 0.0% | 0.0% | 114 | +80 | 1.16% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 6,909 | 1,360 | 0.01% | 0.0% | 115 | +2,635 | 61.65% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 6,794 | 1,337 | 0.02% | 0.02% | 116 | -31 | -0.45% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 6,785 | 1,335 | 0.0% | 0.0% | 117 | +1,822 | 36.71% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 6,747 | 1,328 | 0.01% | — | 118 | +6,747 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,713 | 1,321 | 0.0% | 0.0% | 119 | -380 | -5.36% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 6,490 | 1,280 | 0.0% | 0.0% | 120 | +851 | 15.09% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 6,365 | 1,253 | 0.0% | — | 121 | +6,365 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,281 | 1,236 | 0.0% | 0.0% | 122 | -45 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | No change | 6,200 | 1,220 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,164 | 1,214 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,105 | 1,202 | 0.0% | 0.0% | 125 | +296 | 5.1% | Q4 2025 | Feb 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 5,945 | 1,170 | 0.01% | 0.01% | 126 | -400 | -6.3% | Q4 2025 | Feb 04, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 4,974 | 1,150 | 0.0% | 0.0% | 127 | -141 | -2.76% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,792 | 1,140 | 0.01% | 0.01% | 128 | -182 | -3.05% | Q4 2025 | Jan 12, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 5,667 | 1,115 | 0.35% | 0.35% | 129 | -225 | -3.82% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 5,364 | 1,056 | 0.0% | 0.0% | 130 | -825 | -13.33% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,988 | 982 | 0.08% | — | 131 | +4,988 | New | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,811 | 947 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legato Capital Management LLC | History | Added to | 4,771 | 939 | 0.08% | 0.05% | 133 | +2,313 | 94.1% | Q4 2025 | Feb 06, 2026 |
| Holocene Advisors, LP | History | Added to | 4,744 | 934 | 0.0% | 0.0% | 134 | +1,770 | 59.52% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Added to | 4,641 | 913 | 0.08% | 0.03% | 135 | +2,949 | 174.29% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,512 | 888 | 0.01% | 0.01% | 136 | -3,766 | -45.49% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,300 | 846 | 0.0% | 0.0% | 137 | +578 | 15.53% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,265 | 840 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 4,074 | 802 | 0.0% | 0.0% | 139 | +500 | 13.99% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 4,026 | 792 | 0.0% | 0.0% | 140 | -1,533 | -27.58% | Q4 2025 | Feb 13, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 4,017 | 790 | 0.53% | 0.54% | 141 | -52 | -1.28% | Q4 2025 | Jan 09, 2026 |
| AMALGAMATED BANK | History | Added to | 3,935 | 775 | 0.01% | 0.01% | 142 | +10 | 0.25% | Q4 2025 | Feb 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 3,826 | 762 | 0.0% | — | 143 | +3,826 | New | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,670 | 757 | 0.01% | 0.01% | 144 | -507 | -12.14% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,841 | 756 | 0.0% | 0.0% | 145 | -140 | -3.52% | Q4 2025 | Feb 17, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,800 | 748 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EntryPoint Capital, LLC | History | Added to | 3,786 | 745 | 0.29% | 0.2% | 147 | +1,200 | 46.4% | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 3,768 | 741 | 0.0% | 0.0% | 148 | -224 | -5.61% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,766 | 741 | 0.01% | 0.01% | 149 | -3 | -0.08% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 3,763 | 740 | 0.0% | 0.0% | 150 | -94 | -2.44% | Q4 2025 | Feb 12, 2026 |
| QSV Equity Investors LLC | History | Reduced | 3,731 | 734 | 1.09% | 1.12% | 151 | -1,843 | -33.06% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,601 | 709 | 0.02% | 0.03% | 152 | -579 | -13.85% | Q4 2025 | Jan 06, 2026 |
| Laurion Capital Management LP | History | New | 3,572 | 703 | 0.03% | — | 153 | +3,572 | New | Q4 2025 | Feb 17, 2026 |
| Pavion Blue Capital, LLC | History | No change | 3,500 | 689 | 0.29% | 0.29% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rathbones Group PLC | History | No change | 3,385 | 666 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 3,361 | 662 | 0.0% | 0.01% | 156 | -458 | -11.99% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,364 | 662 | 0.0% | 0.0% | 157 | -292 | -7.99% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,349 | 659 | 0.0% | 0.0% | 158 | -98 | -2.84% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,323 | 654 | 0.0% | 0.0% | 159 | -78 | -2.29% | Q4 2025 | Feb 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 3,311 | 652 | 0.04% | 0.02% | 160 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | New | 3,206 | 637 | 0.0% | — | 161 | +3,206 | New | Q4 2025 | Mar 20, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,188 | 627 | 0.01% | 0.01% | 162 | -76 | -2.33% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,133 | 623 | 0.01% | 0.02% | 163 | -5,204 | -62.42% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | No change | 3,128 | 615 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,126 | 615 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,050 | 600 | 0.01% | 0.01% | 166 | +50 | 1.67% | Q4 2025 | Feb 04, 2026 |
| Horizon Investments, LLC | History | Added to | 3,034 | 594 | 0.01% | 0.01% | 167 | +388 | 14.66% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | New | 2,982 | 587 | 0.0% | — | 168 | +2,982 | New | Q4 2025 | Feb 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,950 | 580 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 2,930 | 577 | 0.13% | 0.3% | 170 | -5,914 | -66.87% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,900 | 571 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,821 | 555 | 0.01% | 0.0% | 172 | +1,189 | 72.86% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,815 | 554 | 0.0% | 0.0% | 173 | +1,341 | 90.98% | Q4 2025 | Feb 18, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 2,578 | 554 | 0.14% | 0.13% | 174 | +109 | 4.41% | Q4 2025 | Jan 23, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 2,800 | 551 | 0.44% | — | 175 | +2,800 | New | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,798 | 550 | 0.08% | — | 176 | +2,798 | New | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | No change | 2,795 | 550 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,725 | 536 | 0.0% | 0.0% | 178 | +635 | 30.38% | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,680 | 527 | 0.0% | 0.0% | 179 | -34 | -1.25% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,593 | 510 | 0.0% | 0.0% | 180 | +405 | 18.51% | Q4 2025 | Feb 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 2,579 | 507 | 0.0% | 0.0% | 181 | +580 | 29.01% | Q4 2025 | Feb 12, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 2,556 | 503 | 0.1% | 0.2% | 182 | -2,690 | -51.28% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Reduced | 2,522 | 496 | 0.0% | 0.0% | 183 | -362 | -12.55% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,489 | 495 | 0.0% | 0.0% | 184 | +624 | 33.46% | Q4 2025 | Jan 08, 2026 |
| AVIVA PLC | History | Added to | 2,450 | 482 | 0.0% | 0.0% | 185 | +178 | 7.83% | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Added to | 2,366 | 465 | 0.04% | 0.04% | 186 | +81 | 3.54% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 2,354 | 463 | 0.03% | 0.02% | 188 | +572 | 32.1% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,356 | 463 | 0.0% | 0.0% | 187 | -27 | -1.13% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Reduced | 2,326 | 457 | 0.0% | 0.0% | 189 | -21 | -0.89% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,267 | 446 | 0.0% | 0.0% | 190 | -59 | -2.54% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,158 | 424 | 0.0% | 0.0% | 191 | -144 | -6.26% | Q4 2025 | Feb 02, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 2,136 | 420 | 0.15% | 0.15% | 192 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 2,117 | 417 | 0.0% | 0.0% | 193 | -113 | -5.07% | Q4 2025 | Jan 26, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,094 | 412 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 2,084 | 410 | 0.0% | 0.0% | 195 | -7,787 | -78.89% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 2,078 | 409 | 0.0% | 0.01% | 196 | -5,434 | -72.34% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,023 | 398 | 0.0% | 0.0% | 197 | -527 | -20.67% | Q4 2025 | Feb 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 2,007 | 395 | 0.01% | 0.01% | 198 | -798 | -28.45% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,002 | 394 | 0.01% | 0.02% | 199 | -354 | -15.03% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 1,970 | 387 | 0.01% | 0.01% | 200 | +24 | 1.23% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,946 | 383 | 0.0% | 0.0% | 201 | +842 | 76.27% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,829 | 360 | 0.0% | 0.0% | 202 | +59 | 3.33% | Q4 2025 | Feb 11, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 1,864 | 354 | 0.05% | 0.05% | 203 | +2 | 0.11% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 1,763 | 350 | 0.01% | 0.01% | 204 | -574 | -24.56% | Q4 2025 | Jan 26, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 1,772 | 348 | 0.05% | 0.05% | 205 | -6 | -0.34% | Q4 2025 | Feb 13, 2026 |
| Allred Capital Management, LLC | History | No change | 1,753 | 345 | 0.12% | 0.12% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,706 | 335 | 0.0% | — | 207 | +1,706 | New | Q4 2025 | Feb 17, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,700 | 335 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Added to | 1,647 | 324 | 0.0% | 0.0% | 209 | +41 | 2.55% | Q4 2025 | Feb 05, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,631 | 321 | 0.15% | 0.18% | 210 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,622 | 319 | 0.0% | 0.0% | 211 | -199 | -10.93% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,616 | 318 | 0.0% | 0.0% | 212 | -2,750 | -62.99% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | New | 1,602 | 315 | 0.0% | — | 213 | +1,602 | New | Q4 2025 | Jan 09, 2026 |
| Jump Financial, LLC | History | New | 1,600 | 315 | 0.0% | — | 214 | +1,600 | New | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | Reduced | 1,592 | 313 | 0.15% | 0.18% | 215 | -480 | -23.17% | Q4 2025 | Jan 30, 2026 |
| Malaga Cove Capital, LLC | History | New | 1,587 | 312 | 0.11% | — | 216 | +1,587 | New | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,580 | 311 | 0.01% | 0.01% | 217 | +30 | 1.94% | Q4 2025 | Feb 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,562 | 308 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,546 | 304 | 0.0% | 0.0% | 219 | +30 | 1.98% | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 1,536 | 302 | 0.01% | 0.01% | 220 | -202 | -11.62% | Q4 2025 | Feb 17, 2026 |
| SCHULHOFF & CO INC | History | No change | 1,510 | 297 | 0.13% | 0.13% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 1,500 | 295 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| M&T BANK CORP | History | Added to | 1,422 | 280 | 0.0% | 0.0% | 223 | +112 | 8.55% | Q4 2025 | Jan 30, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 1,400 | 275 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,396 | 274 | 0.01% | 0.01% | 225 | +172 | 14.05% | Q4 2025 | Jan 27, 2026 |
| AXQ CAPITAL, LP | History | New | 1,384 | 272 | 0.06% | — | 226 | +1,384 | New | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,381 | 271 | 0.0% | 0.0% | 227 | -24 | -1.71% | Q4 2025 | Feb 17, 2026 |
| Rodgers Brothers Inc. | History | No change | 1,300 | 255 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | No change | 1,300 | 255 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| DRW Securities, LLC | History | New | 1,279 | 251 | 0.01% | — | 230 | +1,279 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 1,255 | 247 | 0.0% | 0.0% | 231 | +35 | 2.87% | Q4 2025 | Feb 17, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 1,250 | 246 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,236 | 243 | 0.0% | — | 233 | +1,236 | New | Q4 2025 | Feb 13, 2026 |
| SWEENEY & MICHEL, LLC | History | New | 1,025 | 242 | 0.07% | — | 235 | +1,025 | New | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 1,232 | 242 | 0.02% | 0.03% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 1,225 | 241 | 0.11% | 0.11% | 236 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,215 | 239 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,201 | 236 | 0.0% | 0.0% | 239 | -520 | -30.21% | Q4 2025 | Feb 18, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,203 | 236 | 0.0% | 0.0% | 238 | -23 | -1.88% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 1,187 | 233 | 0.0% | 0.0% | 240 | +5 | 0.42% | Q4 2025 | Jan 30, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 1,182 | 232 | 0.0% | 0.0% | 241 | -34 | -2.8% | Q4 2025 | Feb 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,182 | 232 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,171 | 230 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 1,170 | 230 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | New | 1,135 | 223 | 0.01% | — | 245 | +1,135 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,122 | 220 | 0.0% | — | 246 | +1,122 | New | Q4 2025 | Feb 05, 2026 |
| NWAM LLC | History | New | 1,003 | 217 | 0.01% | — | 248 | +1,003 | New | Q4 2025 | Feb 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,105 | 217 | 0.01% | 0.01% | 247 | -73 | -6.2% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | New | 1,094 | 215 | 0.0% | — | 249 | +1,094 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,087 | 214 | 0.0% | 0.0% | 250 | +78 | 7.73% | Q4 2025 | Mar 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,083 | 213 | 0.0% | — | 251 | +1,083 | New | Q4 2025 | Feb 18, 2026 |
| XPONANCE LLC | History | Added to | 1,079 | 212 | 0.0% | 0.0% | 252 | +9 | 0.84% | Q4 2025 | Feb 12, 2026 |
| Stokes Family Office, LLC | History | No change | 1,072 | 211 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SUMMITRY LLC | History | New | 1,070 | 210 | 0.01% | — | 254 | +1,070 | New | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,066 | 209 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,056 | 207 | 0.0% | — | 256 | +1,056 | New | Q4 2025 | Feb 11, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,042 | 205 | 0.01% | — | 257 | +1,042 | New | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,034 | 203 | 0.01% | 0.01% | 258 | +537 | 108.05% | Q4 2025 | Jan 05, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 1,026 | 202 | 0.02% | — | 259 | +1,026 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 1,017 | 200 | 0.0% | — | 260 | +1,017 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 974 | 194 | 0.01% | 0.01% | 261 | +21 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | Added to | 871 | 171 | 0.13% | 0.06% | 262 | +258 | 42.09% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 719 | 141 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 675 | 132 | 0.02% | — | 264 | +675 | New | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 662 | 130 | 0.0% | 0.0% | 265 | -208 | -23.91% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 575 | 113 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | No change | 574 | 112 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 570 | 112 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 556 | 109 | 0.03% | 0.01% | 269 | +475 | 586.42% | Q4 2025 | Mar 03, 2026 |
| Covestor Ltd | History | Added to | 549 | 108 | 0.06% | 0.05% | 270 | +49 | 9.8% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | Reduced | 492 | 96 | 0.02% | 0.03% | 271 | -292 | -37.24% | Q4 2025 | Feb 09, 2026 |
| KBC Group NV | History | No change | 467 | 92 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 424 | 83 | 0.07% | 0.02% | 274 | -760 | -64.19% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 420 | 83 | 0.0% | 0.0% | 273 | +328 | 356.52% | Q4 2025 | Feb 09, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 417 | 82 | 0.0% | 0.0% | 275 | -73 | -14.9% | Q4 2025 | Feb 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 414 | 81 | 0.01% | 0.0% | 276 | +314 | 314.0% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 400 | 78 | 0.0% | 0.0% | 277 | +133 | 49.81% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 388 | 76 | 0.0% | 0.0% | 278 | -6 | -1.52% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 384 | 75 | 0.0% | 0.0% | 279 | +266 | 225.42% | Q4 2025 | Feb 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 369 | 72 | 0.01% | 0.02% | 280 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 359 | 70 | 0.0% | 0.0% | 281 | +74 | 25.96% | Q4 2025 | Feb 12, 2026 |
| Bangor Savings Bank | History | No change | 351 | 69 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NBT BANK N A /NY | History | No change | 350 | 68 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 350 | 68 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Larson Financial Group LLC | History | Added to | 320 | 63 | 0.0% | 0.0% | 285 | +3 | 0.95% | Q4 2025 | Feb 06, 2026 |
| Garner Asset Management Corp | History | New | 310 | 61 | 0.02% | — | 286 | +310 | New | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 307 | 60 | 0.0% | 0.0% | 287 | -443 | -59.07% | Q4 2025 | Feb 17, 2026 |
| Missouri Trust & Investment Co | History | No change | 300 | 59 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 243 | 47 | 0.0% | 0.01% | 289 | -2,975 | -92.45% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 207 | 40 | 0.0% | 0.0% | 290 | -23 | -10.0% | Q4 2025 | Feb 02, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 204 | 40 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 203 | 39 | 0.0% | — | 294 | +203 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 200 | 39 | 0.0% | 0.0% | 296 | -48 | -19.35% | Q4 2025 | Jan 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 198 | 39 | 0.0% | 0.0% | 293 | +42 | 26.92% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 200 | 39 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 200 | 39 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 137 | 34 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 171 | 33 | 0.0% | 0.0% | 299 | -85 | -33.2% | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | No change | 168 | 33 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 165 | 32 | 0.0% | 0.0% | 300 | -92 | -35.8% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 150 | 29 | 0.0% | 0.0% | 301 | -58 | -27.88% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | No change | 142 | 27 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 127 | 25 | 0.01% | — | 303 | +124 | 4133.33% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 116 | 22 | 0.0% | 0.0% | 304 | +74 | 176.19% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 109 | 21 | 0.0% | 0.0% | 305 | +58 | 113.73% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 105 | 20 | 0.01% | — | 306 | +105 | New | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 99 | 19 | 0.0% | 0.0% | 307 | +6 | 6.45% | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 19 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Added to | 92 | 18 | 0.0% | 0.0% | 309 | +17 | 22.67% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 89 | 17 | 0.0% | 0.0% | 310 | +56 | 169.7% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 78 | 15 | 0.0% | 0.0% | 312 | +50 | 178.57% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 77 | 15 | 0.0% | 0.0% | 311 | +7 | 10.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 72 | 14 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 72 | 13 | 0.0% | — | 314 | +72 | New | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 71 | 13 | 0.0% | 0.0% | 315 | +9 | 14.52% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 65 | 12 | 0.0% | — | 317 | +65 | New | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 61 | 12 | 0.0% | 0.0% | 316 | +1 | 1.67% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 57 | 11 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 53 | 10 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 43 | 9 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 47 | 9 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 43 | 8 | 0.0% | — | 323 | +42 | 4200.0% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 44 | 8 | 0.0% | 0.0% | 324 | +9 | 25.71% | Q4 2025 | Feb 10, 2026 |
| Quarry LP | History | Reduced | 32 | 6 | 0.0% | 0.01% | 327 | -93 | -74.4% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 34 | 6 | 0.0% | 0.0% | 325 | -29 | -46.03% | Q4 2025 | Feb 13, 2026 |
| Graney & King, LLC | History | Added to | 31 | 6 | 0.0% | 0.0% | 328 | +1 | 3.33% | Q4 2025 | Feb 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 30 | 5 | 0.0% | 0.0% | 329 | -185 | -86.05% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | New | 27 | 5 | 0.0% | — | 330 | +27 | New | Q4 2025 | Jan 30, 2026 |
| Boreal Capital Management LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 23 | 4 | 0.0% | — | 335 | +23 | New | Q4 2025 | Jan 21, 2026 |
| High Note Wealth, LLC | History | New | 21 | 4 | 0.0% | — | 337 | +21 | New | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 21 | 4 | 0.0% | 0.0% | 333 | -4 | -16.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 22 | 4 | 0.0% | 0.0% | 334 | +4 | 22.22% | Q4 2025 | Feb 06, 2026 |
| Altshuler Shaham Ltd | History | Added to | 21 | 4 | 0.0% | 0.0% | 332 | +1 | 5.0% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 22 | 4 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 18 | 3 | 0.0% | 0.02% | 339 | -163 | -90.06% | Q4 2025 | Mar 12, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 19 | 3 | 0.0% | — | 343 | +19 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 17 | 3 | 0.0% | — | 340 | +17 | New | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 3 | 0.0% | — | 342 | +17 | New | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 20 | 3 | 0.0% | 0.0% | 341 | +10 | 100.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WealthCollab, LLC | History | New | 12 | 2 | 0.0% | — | 346 | +12 | New | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | New | 11 | 2 | 0.0% | — | 344 | +11 | New | Q4 2025 | Jan 21, 2026 |
| MidFirst Bank | History | New | 11 | 2 | 0.0% | — | 348 | +11 | New | Q4 2025 | Feb 25, 2026 |
| Avion Wealth | History | Added to | 11 | 2 | 0.0% | 0.0% | 345 | +2 | 22.22% | Q4 2025 | Jan 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Holos Integrated Wealth LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 9 | 1 | 0.0% | 0.04% | 358 | -356 | -97.53% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | Reduced | 9 | 1 | 0.0% | 0.0% | 356 | -46 | -83.64% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 9 | 1 | 0.0% | 0.0% | 357 | -24 | -72.73% | Q4 2025 | Feb 24, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 10 | 1 | 0.0% | — | 350 | +10 | New | Q4 2025 | Jan 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 10 | 1 | 0.0% | — | 354 | +10 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 8 | 1 | 0.0% | — | 361 | +8 | New | Q4 2025 | Feb 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 9 | 1 | 0.0% | — | 352 | +7 | 350.0% | Q4 2025 | Feb 11, 2026 |
| Torren Management, LLC | History | New | 7 | 1 | 0.0% | — | 360 | +7 | New | Q4 2025 | Jan 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9 | 1 | 0.0% | 0.0% | 353 | +2 | 28.57% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 8 | 1 | 0.0% | 0.0% | 351 | -1 | -11.11% | Q4 2025 | Feb 03, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 9 | 1 | 0.0% | 0.0% | 359 | +1 | 12.5% | Q4 2025 | Feb 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| APG Asset Management N.V. | History | Closed out | 0 | 0 | — | 0.03% | — | -55,114 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,418 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -16,022 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -13,879 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -13,252 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.07% | — | -12,647 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.06% | — | -7,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Profit Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.8% | — | -7,241 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,032 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,404 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,006 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,601 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,833 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,674 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -3,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,306 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,229 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -2,228 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,452 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,440 | -100.0% | Q3 2025 | Oct 30, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,322 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,270 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,146 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,105 | -100.0% | Q3 2025 | Oct 31, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,033 | -100.0% | Q3 2025 | Nov 19, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -565 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -27 | -96.43% | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -8 | -88.89% | Q4 2025 | Feb 11, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Oct 08, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Godfrey Financial Associates, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| Marquette Asset Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 16, 2026 |
| Ares Financial Consulting, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 03, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Crewe Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |