Wendy's Co - WEN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | History | Added to | 30,440,318 | 253,567 | 6.36% | 6.79% | 1 | +3,295 | 0.01% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 24,905,595 | 207,463 | 0.0% | 0.0% | 2 | +797,103 | 3.31% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 17,134,262 | 142,728 | 0.0% | 0.0% | 3 | -1,455,546 | -7.83% | Q4 2025 | Jan 29, 2026 |
| Semanteon Capital Management, LP | History | New | 12,112 | 100,893 | 13.52% | — | 4 | +12,112 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,705,610 | 97,507 | 0.05% | 0.05% | 5 | +3,227,366 | 38.07% | Q4 2025 | Feb 17, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 9,966,105 | 83,017 | 0.1% | 0.16% | 6 | -631,534 | -5.96% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,577,590 | 71,451 | 0.01% | 0.0% | 7 | +5,435,494 | 172.99% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 7,091,847 | 59,075 | 0.01% | 0.01% | 8 | +227,023 | 3.31% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,549,066 | 54,553 | 0.0% | 0.0% | 9 | +357,814 | 5.78% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 5,446,335 | 45,367 | 0.0% | 0.0% | 10 | +102,084 | 1.91% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 4,287,667 | 35,716 | 0.02% | 0.02% | 11 | +11,454 | 0.27% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,257,211 | 35,462 | 0.0% | 0.0% | 12 | +1,245,381 | 41.35% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,224,648 | 35,191 | 0.01% | 0.0% | 13 | +2,886,517 | 215.71% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,946,544 | 32,873 | 0.01% | 0.01% | 14 | -327,749 | -7.67% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,196,092 | 26,629 | 0.0% | 0.0% | 15 | -385,673 | -10.77% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,409,338 | 20,069 | 0.01% | 0.01% | 16 | +371,468 | 18.23% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,358,584 | 19,647 | 0.0% | 0.0% | 17 | +541,884 | 29.83% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,265,997 | 18,875 | 0.0% | 0.0% | 18 | +60,515 | 2.74% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,216,154 | 18,460 | 0.0% | 0.0% | 19 | +163,799 | 7.98% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 2,011,538 | 16,756 | 0.0% | 0.0% | 20 | -676,933 | -25.18% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,930,345 | 16,079 | 0.0% | 0.0% | 21 | -233,647 | -10.8% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,834,757 | 15,283 | 0.0% | 0.0% | 22 | +311,286 | 20.43% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,805,023 | 15,035 | 0.05% | 0.06% | 23 | +325,153 | 21.97% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,689,170 | 14,070 | 0.04% | 0.03% | 24 | +562,703 | 49.95% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,666,204 | 13,879 | 0.01% | 0.02% | 25 | +12,717 | 0.77% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,578,423 | 13,148 | 0.01% | 0.04% | 26 | -1,356,871 | -46.23% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 1,466,811 | 12,218 | 0.52% | 0.79% | 27 | +250,000 | 20.55% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,455,336 | 12,122 | 0.0% | 0.0% | 28 | +640,530 | 78.61% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,316,668 | 10,967 | 0.0% | 0.0% | 29 | +561,241 | 74.29% | Q4 2025 | Mar 25, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,136,992 | 9,471 | 0.01% | 0.04% | 30 | -2,892,750 | -71.78% | Q4 2025 | Feb 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 1,100,800 | 9,169 | 0.03% | 0.03% | 31 | -244,000 | -18.14% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 1,083,789 | 9,027 | 0.0% | 0.0% | 32 | +199,053 | 22.5% | Q4 2025 | Feb 19, 2026 |
| Quantinno Capital Management LP | History | Reduced | 951,673 | 7,927 | 0.02% | 0.03% | 33 | -321,614 | -25.26% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 892,297 | 7,432 | 0.02% | 0.01% | 34 | +710,040 | 389.58% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 879,497 | 7,326 | 0.0% | 0.0% | 35 | +680,603 | 342.19% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 760,067 | 6,323 | 0.3% | 0.38% | 36 | -27,051 | -3.44% | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 750,432 | 6,251 | 0.0% | 0.0% | 37 | -9,188 | -1.21% | Q4 2025 | Feb 02, 2026 |
| Align Financial, LLC | History | New | 6,248 | 6,248 | 0.0% | — | 38 | +6,248 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 712,052 | 5,944 | 0.01% | 0.0% | 39 | +647,585 | 1004.52% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 707,342 | 5,892 | 0.0% | 0.0% | 40 | +377,825 | 114.66% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 697,655 | 5,811 | 0.03% | — | 41 | +697,655 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 676,686 | 5,636 | 0.01% | 0.01% | 42 | -201,361 | -22.93% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 672,805 | 5,604 | 0.01% | 0.01% | 43 | +260,600 | 63.22% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 652,325 | 5,433 | 0.0% | 0.0% | 44 | +552,830 | 555.64% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 628,044 | 5,231 | 0.09% | 0.08% | 45 | +115,639 | 22.57% | Q4 2025 | Feb 12, 2026 |
| Soviero Asset Management, LP | History | New | 620,000 | 5,164 | 2.47% | — | 46 | +620,000 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 599,839 | 4,996 | 0.03% | 0.03% | 47 | -34,465 | -5.43% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 547,447 | 4,560 | 0.0% | 0.0% | 48 | +24,367 | 4.66% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 546,739 | 4,554 | 0.02% | 0.02% | 49 | -70,228 | -11.38% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 537,489 | 4,477 | 0.01% | 0.01% | 50 | +53,549 | 11.07% | Q4 2025 | Feb 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 536,103 | 4,465 | 0.2% | 0.04% | 51 | +413,259 | 336.41% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 520,688 | 4,337 | 0.0% | 0.0% | 52 | +126,077 | 31.95% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 518,697 | 4,320 | 0.0% | — | 53 | +518,697 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 501,194 | 4,174 | 0.0% | 0.0% | 54 | -221,944 | -30.69% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 492,574 | 4,103 | 0.0% | 0.0% | 55 | -19,492 | -3.81% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 470,500 | 3,919 | 0.01% | 0.01% | 56 | +96,558 | 25.82% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 459,057 | 3,823 | 0.01% | 0.01% | 57 | -4,867 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 444,529 | 3,702 | 0.0% | 0.0% | 58 | -18,775 | -4.05% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 419,194 | 3,491 | 0.0% | 0.0% | 59 | +301,588 | 256.44% | Q4 2025 | Feb 11, 2026 |
| SummitTX Capital, L.P. | History | Added to | 392,948 | 3,273 | 0.1% | 0.1% | 60 | +129,970 | 49.42% | Q4 2025 | Feb 17, 2026 |
| Ruffer LLP | History | New | 382,890 | 3,194 | 0.15% | — | 61 | +382,890 | New | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 379,554 | 3,162 | 0.0% | 0.0% | 62 | +377,714 | 20527.93% | Q4 2025 | Feb 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 359,896 | 2,997 | 0.04% | 0.05% | 63 | -106,525 | -22.84% | Q4 2025 | Feb 11, 2026 |
| Walleye Trading LLC | History | Added to | 352,515 | 2,936 | 0.0% | 0.0% | 64 | +247,315 | 235.09% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 347,923 | 2,898 | 0.0% | 0.0% | 65 | +321,289 | 1206.31% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Reduced | 346,485 | 2,886 | 0.01% | 0.02% | 66 | -125,832 | -26.64% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 342,888 | 2,856 | 0.0% | 0.0% | 67 | +13,209 | 4.01% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 323,387 | 2,693 | 0.02% | — | 68 | +323,387 | New | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 319,400 | 2,660 | 0.0% | 0.0% | 69 | +3,000 | 0.95% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 315,107 | 2,624 | 0.0% | 0.0% | 70 | -7,744 | -2.4% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 295,052 | 2,457 | 0.01% | — | 71 | +295,052 | New | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 283,149 | 2,358 | 0.0% | 0.0% | 72 | -11,369 | -3.86% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 275,497 | 2,294 | 0.0% | 0.0% | 73 | -475,387 | -63.31% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 255,487 | 2,128 | 0.0% | 0.0% | 74 | +25,605 | 11.14% | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | New | 250,000 | 2,082 | 0.01% | — | 75 | +250,000 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 232,447 | 1,936 | 0.01% | 0.01% | 76 | -7,676 | -3.2% | Q4 2025 | Jan 26, 2026 |
| Crawford Fund Management, LLC | History | Reduced | 230,000 | 1,915 | 0.25% | 0.35% | 77 | -9,000 | -3.77% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | Added to | 220,361 | 1,835 | 0.46% | 0.03% | 78 | +210,077 | 2042.76% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 217,258 | 1,809 | 0.01% | 0.01% | 79 | +8,577 | 4.11% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 210,519 | 1,776 | 0.0% | 0.0% | 80 | +44,327 | 26.67% | Q4 2025 | Jan 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 202,417 | 1,686 | 0.0% | 0.0% | 81 | -1,553 | -0.76% | Q4 2025 | Jan 30, 2026 |
| Polar Asset Management Partners Inc. | History | New | 200,000 | 1,666 | 0.02% | — | 82 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 196,604 | 1,637 | 0.0% | 0.0% | 83 | -23,810 | -10.8% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 190,144 | 1,584 | 0.0% | 0.0% | 84 | +149,151 | 363.85% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 183,633 | 1,529 | 0.0% | 0.0% | 85 | -2,127 | -1.15% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 182,088 | 1,517 | 0.0% | 0.0% | 86 | +67,980 | 59.58% | Q4 2025 | Feb 05, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 181,945 | 1,515 | 0.02% | 0.01% | 87 | -87,589 | -32.5% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | Added to | 177,565 | 1,479 | 0.12% | 0.04% | 88 | +114,689 | 182.41% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 167,596 | 1,396 | 0.0% | 0.0% | 89 | -1,715 | -1.01% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 166,902 | 1,391 | 0.0% | 0.0% | 90 | +16,774 | 11.17% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 164,968 | 1,374 | 0.0% | 0.0% | 91 | -57,590 | -25.88% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 163,458 | 1,359 | 0.0% | 0.0% | 92 | +51,169 | 45.57% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 148,232 | 1,234 | 0.0% | 0.0% | 93 | -364 | -0.24% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 147,364 | 1,227 | 0.0% | 0.0% | 94 | -27,055 | -15.51% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 146,380 | 1,219 | 0.0% | 0.0% | 95 | -5,237 | -3.45% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 144,561 | 1,204 | 0.0% | 0.0% | 96 | +32,147 | 28.6% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 142,825 | 1,189 | 0.0% | 0.0% | 97 | -4,688 | -3.18% | Q4 2025 | Jan 26, 2026 |
| Oak Thistle LLC | History | Reduced | 140,064 | 1,166 | 0.16% | 0.25% | 98 | -39,019 | -21.79% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 131,507 | 1,095 | 0.0% | 0.0% | 99 | -68,539 | -34.26% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 137,635 | 1,069 | 0.0% | 0.0% | 100 | +55,028 | 66.61% | Q4 2025 | Jan 09, 2026 |
| WINTON GROUP Ltd | History | Added to | 127,332 | 1,060 | 0.04% | 0.02% | 101 | +74,372 | 140.43% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 127,023 | 1,058 | 0.0% | 0.0% | 102 | -641,322 | -83.47% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 123,919 | 1,032 | 0.0% | 0.0% | 103 | +1,991 | 1.63% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 119,931 | 999 | 0.02% | 0.02% | 104 | -21,046 | -14.93% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 119,467 | 995 | 0.0% | 0.0% | 105 | -211,035 | -63.85% | Q4 2025 | Feb 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 117,843 | 981 | 0.0% | 0.0% | 106 | +67,788 | 135.43% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 117,437 | 978 | 0.0% | 0.0% | 107 | +17,437 | 17.44% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 116,152 | 967 | 0.0% | 0.0% | 108 | -958,878 | -89.2% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 115,039 | 958 | 0.01% | — | 109 | +115,039 | New | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 103,345 | 860 | 0.03% | 0.04% | 110 | -9,393 | -8.33% | Q4 2025 | Jan 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 102,500 | 853 | 0.0% | 0.0% | 111 | +3,000 | 3.02% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 98,911 | 823 | 0.0% | 0.0% | 112 | +16,725 | 20.35% | Q4 2025 | Feb 18, 2026 |
| Quantbot Technologies LP | History | Reduced | 98,576 | 821 | 0.03% | 0.03% | 113 | -27,739 | -21.96% | Q4 2025 | Feb 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 95,046 | 791 | 0.05% | — | 114 | +95,046 | New | Q4 2025 | Feb 17, 2026 |
| Leonteq Securities AG | History | Added to | 94,283 | 785 | 0.02% | 0.02% | 115 | +21,198 | 29.0% | Q4 2025 | Feb 06, 2026 |
| Assenagon Asset Management S.A. | History | New | 93,735 | 780 | 0.0% | — | 116 | +93,735 | New | Q4 2025 | Jan 09, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 91,885 | 765 | 0.01% | 0.01% | 117 | +1,321 | 1.46% | Q4 2025 | Jan 23, 2026 |
| PEAK6 LLC | History | Added to | 91,334 | 760 | 0.0% | 0.0% | 118 | +71,234 | 354.4% | Q4 2025 | Mar 12, 2026 |
| Jump Financial, LLC | History | Reduced | 90,346 | 752 | 0.01% | 0.01% | 119 | -3,651 | -3.88% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | New | 88,748 | 739 | 0.01% | — | 120 | +88,748 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 88,431 | 736 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lotus Technology Management, LP | History | New | 88,272 | 735 | 0.41% | — | 122 | +88,272 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | Reduced | 87,531 | 729 | 0.0% | 0.0% | 123 | -9,674 | -9.95% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 86,282 | 718 | 0.0% | — | 124 | +86,282 | New | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 84,000 | 699 | 0.0% | — | 125 | +84,000 | New | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 83,382 | 694 | 0.0% | 0.0% | 126 | +26,432 | 46.41% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 82,273 | 685 | 0.01% | 0.01% | 127 | -3,339 | -3.9% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 80,778 | 672 | 0.0% | 0.0% | 128 | -37,978 | -31.98% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 77,933 | 649 | 0.0% | 0.0% | 129 | +39,396 | 102.23% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Added to | 77,230 | 643 | 0.0% | 0.0% | 130 | +11,980 | 18.36% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 75,914 | 632 | 0.0% | 0.01% | 131 | -2,238 | -2.86% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 74,087 | 617 | 0.0% | 0.0% | 132 | -7,063 | -8.7% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 73,536 | 612 | 0.0% | 0.0% | 133 | -2,479 | -3.26% | Q4 2025 | Feb 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 72,400 | 603 | 0.01% | 0.01% | 134 | -300 | -0.41% | Q4 2025 | Jan 16, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 68,441 | 570 | 0.14% | 0.16% | 135 | -440 | -0.64% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 68,383 | 569 | 0.0% | 0.01% | 136 | -4,048 | -5.59% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 67,338 | 560 | 0.01% | — | 137 | +67,338 | New | Q4 2025 | Feb 09, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 67,063 | 559 | 0.0% | 0.0% | 138 | -4,901 | -6.81% | Q4 2025 | Feb 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 66,283 | 552 | 0.26% | 0.27% | 139 | +8,668 | 15.04% | Q4 2025 | Jan 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 65,635 | 546 | 0.0% | 0.0% | 140 | -67,837 | -50.82% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 64,118 | 534 | 0.0% | 0.0% | 141 | +5,154 | 8.74% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 63,769 | 531 | 0.0% | 0.0% | 142 | -8,386 | -11.62% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 62,352 | 519 | 0.01% | 0.01% | 143 | +5,280 | 9.25% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 57,844 | 481 | 0.0% | 0.0% | 144 | +27,621 | 91.39% | Q4 2025 | Feb 03, 2026 |
| Kimelman & Baird, LLC | History | Reduced | 57,355 | 477 | 0.04% | 0.04% | 145 | -1,373 | -2.34% | Q4 2025 | Feb 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 56,884 | 473 | 0.02% | 0.02% | 146 | +35,115 | 161.31% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 54,741 | 455 | 0.0% | 0.0% | 147 | -1,698 | -3.01% | Q4 2025 | Feb 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 53,907 | 449 | 0.0% | 0.0% | 148 | -856 | -1.56% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | New | 53,159 | 442 | 0.0% | — | 149 | +53,159 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 52,732 | 439 | 0.01% | 0.01% | 150 | +13,513 | 34.46% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 52,060 | 433 | 0.03% | 0.04% | 151 | +12,808 | 32.63% | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | Reduced | 51,856 | 431 | 0.0% | 0.0% | 152 | -15,788 | -23.34% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 51,078 | 425 | 0.0% | 0.0% | 153 | +267 | 0.53% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 50,776 | 422 | 0.0% | 0.0% | 154 | +12,646 | 33.17% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 50,136 | 417 | 0.0% | 0.0% | 155 | -47,398 | -48.6% | Q4 2025 | Feb 06, 2026 |
| Shay Capital LLC | History | New | 50,000 | 416 | 0.04% | — | 156 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 49,272 | 410 | 0.0% | — | 157 | +49,272 | New | Q4 2025 | Feb 17, 2026 |
| Cannon Global Investment Management, LLC | History | New | 48,500 | 404 | 1.02% | — | 158 | +48,500 | New | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | New | 48,368 | 402 | 0.01% | — | 159 | +48,368 | New | Q4 2025 | Mar 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 48,169 | 400 | 0.0% | 0.0% | 161 | +29,444 | 157.24% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 48,082 | 400 | 0.01% | 0.01% | 160 | +4,685 | 10.8% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 46,934 | 390 | 0.0% | 0.0% | 162 | -6,162 | -11.61% | Q4 2025 | Mar 09, 2026 |
| AXQ CAPITAL, LP | History | New | 46,795 | 389 | 0.09% | — | 163 | +46,795 | New | Q4 2025 | Feb 10, 2026 |
| Arizona State Retirement System | History | Reduced | 45,151 | 376 | 0.0% | 0.0% | 164 | -3,125 | -6.47% | Q4 2025 | Jan 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 44,352 | 369 | 0.0% | 0.0% | 165 | -285,311 | -86.55% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 42,838 | 356 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 40,492 | 337 | 0.01% | — | 167 | +40,492 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,963 | 333 | 0.0% | 0.0% | 168 | -1,224 | -2.97% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,546 | 329 | 0.0% | 0.0% | 169 | -23,757 | -37.53% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 39,394 | 328 | 0.0% | 0.0% | 170 | +38,694 | 5527.71% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 39,111 | 325 | 0.0% | 0.0% | 171 | -1,170 | -2.9% | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 38,963 | 324 | 0.0% | 0.0% | 172 | -4,371 | -10.09% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 38,537 | 321 | 0.0% | 0.0% | 173 | -9,707 | -20.12% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 37,663 | 314 | 0.01% | — | 174 | +37,663 | New | Q4 2025 | Feb 23, 2026 |
| Probity Advisors, Inc. | History | Added to | 37,727 | 314 | 0.05% | 0.04% | 175 | +7,930 | 26.61% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 36,063 | 300 | 0.01% | 0.01% | 177 | +18,609 | 106.62% | Q4 2025 | Feb 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 36,100 | 300 | 0.0% | 0.0% | 176 | +500 | 1.4% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 35,996 | 299 | 0.0% | — | 178 | +35,996 | New | Q4 2025 | Feb 13, 2026 |
| INCEPTIONR LLC | History | Added to | 35,284 | 293 | 0.08% | 0.04% | 179 | +15,971 | 82.7% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 34,262 | 285 | 0.0% | — | 180 | +34,262 | New | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | New | 35,874 | 279 | 0.0% | — | 181 | +35,874 | New | Q4 2025 | Feb 18, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 33,495 | 279 | 0.05% | 0.06% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 33,147 | 276 | 0.01% | — | 183 | +33,147 | New | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 32,975 | 274 | 0.01% | 0.01% | 184 | +392 | 1.2% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,860 | 273 | 0.0% | 0.0% | 185 | +3,622 | 12.39% | Q4 2025 | Feb 13, 2026 |
| NCM Capital Management, LLC | History | Reduced | 31,534 | 262 | 0.1% | 0.13% | 186 | -4,161 | -11.66% | Q4 2025 | Mar 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 31,009 | 258 | 0.0% | 0.0% | 187 | +2,745 | 9.71% | Q4 2025 | Feb 09, 2026 |
| Handelsbanken Fonder AB | History | Added to | 30,857 | 257 | 0.0% | 0.0% | 188 | +3,400 | 12.38% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 30,397 | 253 | 0.0% | 0.0% | 189 | +23,714 | 354.84% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,841 | 248 | 0.0% | 0.0% | 190 | +10,465 | 54.01% | Q4 2025 | Jan 28, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 29,639 | 246 | 0.0% | 0.0% | 191 | +5,370 | 22.13% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 29,419 | 245 | 0.0% | 0.0% | 192 | -24,996 | -45.94% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,850 | 240 | 0.0% | 0.0% | 193 | +8,559 | 42.18% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 28,922 | 240 | 0.0% | 0.0% | 194 | -236 | -0.81% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 28,899 | 240 | 0.09% | 0.1% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 28,317 | 235 | 0.12% | 0.15% | 196 | -825 | -2.83% | Q4 2025 | Jan 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 28,190 | 234 | 0.0% | 0.0% | 197 | -41,500 | -59.55% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 27,916 | 232 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | Added to | 27,140 | 226 | 0.0% | 0.0% | 199 | +6,294 | 30.19% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 27,725 | 226 | 0.0% | 0.0% | 200 | -5,080 | -15.49% | Q4 2025 | Jan 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 27,093 | 225 | 0.0% | 0.0% | 201 | -4,356 | -13.85% | Q4 2025 | Feb 17, 2026 |
| BOYAR ASSET MANAGEMENT INC. | History | Reduced | 25,858 | 215 | 0.14% | 0.16% | 202 | -2,028 | -7.27% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 25,035 | 208 | 0.01% | 0.0% | 203 | +14,618 | 140.33% | Q4 2025 | Feb 13, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 24,875 | 207 | 0.07% | — | 205 | +24,875 | New | Q4 2025 | Mar 27, 2026 |
| Swiss Life Asset Management Ltd | History | New | 24,862 | 207 | 0.0% | — | 204 | +24,862 | New | Q4 2025 | Feb 04, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 22,800 | 197 | 0.03% | 0.04% | 206 | -11,399 | -33.33% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Reduced | 22,729 | 189 | 0.0% | 0.03% | 207 | -40,639 | -64.13% | Q4 2025 | Feb 17, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 22,491 | 187 | 0.07% | — | 208 | +22,491 | New | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 22,320 | 185 | 0.0% | 0.0% | 210 | +15,599 | 232.09% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Reduced | 22,235 | 185 | 0.0% | 0.0% | 209 | -10,097 | -31.23% | Q4 2025 | Jan 29, 2026 |
| Brooklyn Investment Group | History | New | 22,229 | 184 | 0.01% | — | 212 | +22,229 | New | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 22,174 | 184 | 0.0% | 0.01% | 211 | -7,481 | -25.23% | Q4 2025 | Feb 06, 2026 |
| Alpine Global Management, LLC | History | New | 21,556 | 179 | 0.04% | — | 214 | +21,556 | New | Q4 2025 | Feb 26, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 21,357 | 179 | 0.0% | 0.01% | 213 | -12,955 | -37.76% | Q4 2025 | Jan 28, 2026 |
| Krilogy Financial LLC | History | Reduced | 22,263 | 179 | 0.01% | 0.01% | 215 | -2,712 | -10.86% | Q4 2025 | Jan 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 21,409 | 178 | 0.0% | — | 216 | +21,409 | New | Q4 2025 | Feb 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 20,707 | 172 | 0.01% | — | 217 | +20,707 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 20,646 | 171 | 0.0% | 0.0% | 218 | -9,386 | -31.25% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | Added to | 18,872 | 170 | 0.0% | 0.0% | 219 | +3,157 | 20.09% | Q4 2025 | Feb 10, 2026 |
| SYON CAPITAL LLC | History | Added to | 19,600 | 163 | 0.01% | 0.01% | 220 | +4,860 | 32.97% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,512 | 162 | 0.0% | 0.0% | 221 | +4,632 | 31.13% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,728 | 156 | 0.0% | 0.0% | 222 | +11,209 | 149.08% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | New | 18,556 | 154 | 0.0% | — | 223 | +18,556 | New | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 18,033 | 150 | 0.02% | — | 226 | +18,033 | New | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 18,117 | 150 | 0.0% | 0.0% | 224 | +542 | 3.08% | Q4 2025 | Jan 30, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 18,056 | 150 | 0.0% | 0.0% | 225 | +338 | 1.91% | Q4 2025 | Feb 10, 2026 |
| Militia Capital Partners, LP | History | New | 18,000 | 149 | 0.06% | — | 227 | +18,000 | New | Q4 2025 | Feb 17, 2026 |
| Murchinson Ltd. | History | New | 18,000 | 149 | 0.02% | — | 228 | +18,000 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 17,776 | 148 | 0.0% | — | 230 | +17,776 | New | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,733 | 148 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sivia Capital Partners, LLC | History | New | 17,712 | 147 | 0.03% | — | 232 | +17,712 | New | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,651 | 147 | 0.01% | 0.01% | 231 | +3,489 | 24.64% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 17,000 | 141 | 0.0% | 0.0% | 233 | -1,500 | -8.11% | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 16,883 | 140 | 0.0% | 0.0% | 234 | +4,960 | 41.6% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,895 | 140 | 0.0% | 0.0% | 235 | +1,026 | 6.47% | Q4 2025 | Feb 03, 2026 |
| 71 West Capital Partners | History | New | 16,761 | 139 | 0.01% | — | 237 | +16,761 | New | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 16,736 | 139 | 0.0% | 0.01% | 236 | -349 | -2.04% | Q4 2025 | Jan 14, 2026 |
| PCM Encore, LLC | History | New | 16,593 | 138 | 0.03% | — | 238 | +16,593 | New | Q4 2025 | Feb 13, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 16,553 | 137 | 0.02% | 0.02% | 239 | +1,111 | 7.19% | Q4 2025 | Jan 23, 2026 |
| PROFUND ADVISORS LLC | History | New | 16,262 | 135 | 0.0% | — | 240 | +16,262 | New | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,256 | 135 | 0.0% | — | 242 | +16,256 | New | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,240 | 135 | 0.0% | 0.0% | 241 | -5,786 | -26.27% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 16,203 | 134 | 0.0% | 0.0% | 243 | -8,191 | -33.58% | Q4 2025 | Feb 12, 2026 |
| waypoint wealth counsel | History | Added to | 15,933 | 132 | 0.05% | 0.05% | 245 | +888 | 5.9% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | Added to | 15,964 | 132 | 0.01% | 0.01% | 244 | +2 | 0.01% | Q4 2025 | Jan 30, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 15,807 | 131 | 0.01% | 0.01% | 246 | -2,612 | -14.18% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,920 | 130 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 15,600 | 129 | 0.03% | 0.02% | 248 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XPONANCE LLC | History | Added to | 15,138 | 126 | 0.0% | 0.0% | 249 | +654 | 4.52% | Q4 2025 | Feb 12, 2026 |
| Barnett & Company, Inc. | History | No change | 15,000 | 124 | 0.1% | 0.11% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marex Group plc | History | New | 14,844 | 123 | 0.0% | — | 252 | +14,844 | New | Q4 2025 | Feb 12, 2026 |
| ESL Trust Services, LLC | History | No change | 14,866 | 123 | 0.02% | 0.03% | 251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 14,449 | 120 | 0.01% | 0.01% | 254 | +1,350 | 10.31% | Q4 2025 | Jan 23, 2026 |
| TOWERVIEW LLC | History | No change | 14,500 | 120 | 0.09% | 0.1% | 253 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 14,377 | 119 | 0.01% | 0.01% | 255 | +523 | 3.78% | Q4 2025 | Jan 07, 2026 |
| Geneos Wealth Management Inc. | History | New | 14,100 | 117 | 0.0% | — | 256 | +14,100 | New | Q4 2025 | Jan 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 13,854 | 114 | 0.0% | — | 257 | +13,854 | New | Q4 2025 | Jan 15, 2026 |
| Covestor Ltd | History | Added to | 13,171 | 110 | 0.06% | 0.04% | 258 | +4,560 | 52.96% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 13,070 | 108 | 0.0% | 0.0% | 260 | -948 | -6.76% | Q4 2025 | Feb 02, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 13,000 | 108 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| 1ST SOURCE BANK | History | Reduced | 12,905 | 107 | 0.01% | 0.01% | 261 | -1,680 | -11.52% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,898 | 107 | 0.0% | 0.0% | 263 | +1,647 | 14.64% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,907 | 107 | 0.0% | 0.0% | 262 | +759 | 6.25% | Q4 2025 | Jan 13, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 12,791 | 106 | 0.03% | — | 266 | +12,791 | New | Q4 2025 | Jan 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 12,819 | 106 | 0.03% | 0.02% | 265 | +1,005 | 8.51% | Q4 2025 | Jan 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 12,802 | 106 | 0.0% | 0.0% | 264 | -57 | -0.44% | Q4 2025 | Feb 03, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 12,662 | 105 | 0.02% | — | 267 | +12,662 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 12,491 | 104 | 0.0% | 0.0% | 268 | -4,011 | -24.31% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | New | 12,299 | 102 | 0.0% | — | 269 | +12,299 | New | Q4 2025 | Jan 21, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 12,311 | 102 | 0.02% | 0.03% | 270 | +195 | 1.61% | Q4 2025 | Jan 14, 2026 |
| Sagewood Asset Management LP | History | New | 12,065 | 100 | 0.04% | — | 273 | +12,065 | New | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 12,038 | 100 | 0.01% | 0.01% | 271 | -2,831 | -19.04% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 12,074 | 100 | 0.0% | 0.0% | 272 | +100 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Oasis Management Co Ltd. | History | New | 11,903 | 99 | 0.01% | — | 275 | +11,903 | New | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Reduced | 11,932 | 99 | 0.01% | 0.01% | 274 | -961 | -7.45% | Q4 2025 | Jan 26, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 11,788 | 98 | 0.0% | 0.01% | 276 | -9,047 | -43.42% | Q4 2025 | Feb 17, 2026 |
| WEXFORD CAPITAL LP | History | New | 11,614 | 96 | 0.02% | — | 277 | +11,614 | New | Q4 2025 | Feb 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 11,603 | 96 | 0.04% | 0.07% | 278 | -4,357 | -27.3% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | Reduced | 11,350 | 94 | 0.0% | 0.04% | 280 | -79,522 | -87.51% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,368 | 94 | 0.0% | 0.0% | 279 | +308 | 2.78% | Q4 2025 | Feb 09, 2026 |
| West Family Investments, Inc. | History | New | 11,166 | 93 | 0.02% | — | 281 | +11,166 | New | Q4 2025 | Feb 11, 2026 |
| Kera Capital Partners, Inc. | History | New | 11,855 | 92 | 0.01% | — | 283 | +11,855 | New | Q4 2025 | Feb 23, 2026 |
| Callan Family Office, LLC | History | New | 11,088 | 92 | 0.0% | — | 282 | +11,088 | New | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,000 | 91 | 0.0% | 0.0% | 284 | -9,610 | -46.63% | Q4 2025 | Feb 03, 2026 |
| Miller Financial Services LLC | History | Reduced | 10,907 | 90 | 0.11% | 0.14% | 285 | -2,000 | -15.5% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,727 | 89 | 0.0% | 0.0% | 287 | -1,079 | -9.14% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 10,744 | 89 | 0.0% | 0.0% | 286 | -558 | -4.94% | Q4 2025 | Mar 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,580 | 88 | 0.0% | 0.0% | 288 | +2,007 | 23.41% | Q4 2025 | Mar 16, 2026 |
| May Hill Capital, LLC | History | New | 10,498 | 87 | 0.01% | — | 290 | +10,498 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 10,547 | 87 | 0.0% | 0.0% | 289 | +9,984 | 1773.36% | Q4 2025 | Jan 05, 2026 |
| Atlas Brown,Inc. | History | New | 10,361 | 86 | 0.03% | — | 291 | +10,361 | New | Q4 2025 | Jan 09, 2026 |
| denkapparat Operations GmbH | History | No change | 10,338 | 86 | 0.05% | 0.06% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,230 | 85 | 0.0% | 0.0% | 295 | -293,102 | -96.63% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | New | 10,324 | 85 | 0.0% | — | 294 | +10,324 | New | Q4 2025 | Jan 21, 2026 |
| Sargent Investment Group, LLC | History | New | 10,295 | 85 | 0.01% | — | 296 | +10,295 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 10,214 | 85 | 0.0% | 0.0% | 293 | +174 | 1.73% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10,166 | 84 | 0.0% | 0.0% | 298 | -2,995 | -22.76% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 10,164 | 84 | 0.0% | 0.0% | 297 | +833 | 8.93% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | New | 10,039 | 83 | 0.0% | — | 300 | +10,039 | New | Q4 2025 | Feb 04, 2026 |
| KG&L Capital Management,LLC | History | New | 10,020 | 83 | 0.02% | — | 302 | +10,020 | New | Q4 2025 | Jan 23, 2026 |
| FNY Investment Advisers, LLC | History | New | 10,000 | 83 | 0.02% | — | 301 | +10,000 | New | Q4 2025 | Jan 16, 2026 |
| Cane Capital Partners, LLC | History | New | 10,000 | 83 | 0.03% | — | 305 | +10,000 | New | Q4 2025 | Jan 21, 2026 |
| Quent Capital, LLC | History | Added to | 10,006 | 83 | 0.01% | 0.0% | 303 | +9,094 | 997.15% | Q4 2025 | Jan 29, 2026 |
| SIG BROKERAGE, LP | History | No change | 10,000 | 83 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cherokee Insurance Co | History | No change | 10,000 | 83 | 0.03% | 0.04% | 304 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,800 | 82 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 9,458 | 78 | 0.0% | 0.0% | 307 | -671 | -6.62% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,392 | 69 | 0.0% | 0.0% | 308 | +2,992 | 55.41% | Q4 2025 | Jan 23, 2026 |
| Security National Bank | History | Added to | 8,087 | 67 | 0.01% | 0.01% | 309 | +125 | 1.57% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,490 | 62 | 0.0% | — | 310 | +7,480 | 74800.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 7,295 | 60 | 0.0% | — | 311 | +7,295 | New | Q4 2025 | Feb 05, 2026 |
| AlphaQuest LLC | History | Reduced | 7,049 | 58 | 0.0% | 0.03% | 312 | -44,442 | -86.31% | Q4 2025 | Feb 09, 2026 |
| Quarry LP | History | Reduced | 6,416 | 53 | 0.01% | 0.03% | 313 | -6,217 | -49.21% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 6,196 | 52 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MetLife Investment Management, LLC | History | Added to | 5,985 | 49 | 0.0% | 0.0% | 315 | +11 | 0.18% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,876 | 48 | 0.0% | 0.01% | 317 | -27,810 | -82.56% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,839 | 48 | 0.0% | 0.0% | 316 | +153 | 2.69% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | New | 4,670 | 38 | 0.0% | — | 318 | +4,670 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,232 | 35 | 0.0% | — | 319 | +4,232 | New | Q4 2025 | Feb 13, 2026 |
| Gen-Wealth Partners Inc | History | New | 3,954 | 32 | 0.01% | — | 321 | +3,954 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,880 | 32 | 0.0% | 0.0% | 320 | -884 | -18.56% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,829 | 31 | 0.0% | 0.0% | 322 | +2,362 | 161.01% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,734 | 31 | 0.0% | 0.0% | 324 | +567 | 17.9% | Q4 2025 | Jan 08, 2026 |
| STRS OHIO | History | Added to | 3,834 | 31 | 0.0% | 0.0% | 323 | +7 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 3,607 | 30 | 0.02% | — | 326 | +3,607 | New | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,571 | 30 | 0.0% | 0.0% | 325 | +1,137 | 46.71% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,563 | 29 | 0.0% | 0.0% | 327 | +306 | 9.4% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,467 | 28 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 3,254 | 27 | 0.0% | 0.03% | 329 | -234,591 | -98.63% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,107 | 25 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,952 | 24 | 0.0% | 0.0% | 331 | -10,322 | -77.76% | Q4 2025 | Jan 15, 2026 |
| Investors Research Corp | History | No change | 3,000 | 24 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,765 | 23 | 0.0% | 0.0% | 333 | +1,354 | 95.96% | Q4 2025 | Feb 10, 2026 |
| Pflug Koory, LLC | History | No change | 2,805 | 23 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,248 | 22 | 0.0% | 0.0% | 335 | +3,013 | 134.81% | Q4 2025 | Feb 06, 2026 |
| Garner Asset Management Corp | History | New | 2,600 | 21 | 0.01% | — | 336 | +2,600 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,605 | 21 | 0.0% | 0.0% | 337 | -105 | -3.87% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Reduced | 2,387 | 19 | 0.01% | 0.01% | 338 | -2,302 | -49.09% | Q4 2025 | Jan 08, 2026 |
| Key Capital Management, INC | History | New | 2,237 | 18 | 0.02% | — | 340 | +2,237 | New | Q4 2025 | Jan 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,125 | 18 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 2,122 | 17 | 0.0% | 0.0% | 341 | +825 | 63.61% | Q4 2025 | Feb 06, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 1,075 | 16 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,823 | 15 | 0.01% | — | 344 | +1,736 | 1995.4% | Q4 2025 | Jan 09, 2026 |
| CX Institutional | History | Added to | 1,856 | 15 | 0.0% | 0.0% | 343 | +31 | 1.7% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | Added to | 1,791 | 14 | 0.0% | — | 345 | +1,781 | 17810.0% | Q4 2025 | Feb 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 1,706 | 13 | 0.0% | — | 346 | +1,706 | New | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,525 | 12 | 0.0% | 0.0% | 348 | +430 | 39.27% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,511 | 12 | 0.0% | 0.0% | 347 | +209 | 16.05% | Q4 2025 | Jan 23, 2026 |
| Field & Main Bank | History | No change | 1,500 | 12 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,348 | 11 | 0.0% | 0.0% | 352 | -11,988 | -89.89% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,394 | 11 | 0.0% | 0.0% | 350 | +318 | 29.55% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,411 | 11 | 0.0% | 0.0% | 351 | +19 | 1.36% | Q4 2025 | Feb 09, 2026 |
| MOTCO | History | No change | 1,417 | 11 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,255 | 10 | 0.0% | 0.0% | 356 | -345 | -21.56% | Q4 2025 | Jan 28, 2026 |
| DANSKE BANK A/S | History | No change | 1,300 | 10 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 1,233 | 10 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,137 | 9 | 0.0% | 0.0% | 357 | -75 | -6.19% | Q4 2025 | Feb 03, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 1,200 | 9 | 0.14% | 0.14% | 358 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | New | 1,068 | 8 | 0.0% | — | 363 | +1,068 | New | Q4 2025 | Feb 17, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | New | 1,000 | 8 | 0.01% | — | 359 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,000 | 8 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bangor Savings Bank | History | No change | 1,000 | 8 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 881 | 7 | 0.0% | — | 364 | +881 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | Added to | 781 | 6 | 0.0% | 0.0% | 367 | +276 | 54.65% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 744 | 6 | 0.0% | 0.0% | 365 | +118 | 18.85% | Q4 2025 | Feb 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 750 | 6 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 625 | 5 | 0.0% | — | 368 | +625 | New | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 565 | 4 | 0.0% | — | 371 | +519 | 1128.26% | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 600 | 4 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 541 | 4 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Crews Bank & Trust | History | No change | 531 | 4 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | Reduced | 8 | 3 | 0.0% | 0.0% | 373 | -1 | -11.11% | Q4 2025 | Jan 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 375 | 3 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 425 | 3 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 476 | 3 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 327 | 2 | 0.0% | — | 384 | +327 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 322 | 2 | 0.0% | — | 379 | +302 | 1510.0% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 300 | 2 | 0.0% | — | 377 | +300 | New | Q4 2025 | Jan 20, 2026 |
| Sachetta, LLC | History | New | 252 | 2 | 0.0% | — | 385 | +252 | New | Q4 2025 | Feb 02, 2026 |
| Red Tortoise LLC | History | Reduced | 253 | 2 | 0.0% | 0.0% | 383 | -44 | -14.81% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 285 | 2 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALERUS FINANCIAL NA | History | No change | 324 | 2 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 285 | 2 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 288 | 2 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | Reduced | 134 | 1 | 0.0% | 0.0% | 396 | -265 | -66.42% | Q4 2025 | Jan 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 184 | 1 | 0.0% | 0.0% | 386 | -241 | -56.71% | Q4 2025 | Jan 23, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 235 | 1 | 0.0% | — | 399 | +235 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | New | 211 | 1 | 0.0% | — | 390 | +211 | New | Q4 2025 | Feb 20, 2026 |
| ORG Partners LLC | History | New | 186 | 1 | 0.0% | — | 398 | +186 | New | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | New | 186 | 1 | 0.0% | — | 400 | +186 | New | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 158 | 1 | 0.0% | — | 389 | +156 | 7800.0% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | New | 153 | 1 | 0.0% | — | 395 | +153 | New | Q4 2025 | Jan 16, 2026 |
| Sankala Group LLC | History | New | 139 | 1 | 0.0% | — | 402 | +139 | New | Q4 2025 | Mar 02, 2026 |
| Kilter Group LLC | History | New | 121 | 1 | 0.0% | — | 401 | +121 | New | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | Reduced | 124 | 1 | 0.0% | 0.0% | 393 | -79 | -38.92% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 199 | 1 | 0.0% | 0.0% | 394 | +68 | 51.91% | Q4 2025 | Jan 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 187 | 1 | 0.0% | 0.0% | 391 | -35 | -15.77% | Q4 2025 | Feb 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 200 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 213 | 1 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 212 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Abound Wealth Management | History | No change | 226 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -701,917 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -684,264 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -675,170 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -318,960 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -278,746 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CastleKnight Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -190,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -122,988 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -119,756 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -116,570 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -74,395 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.58% | — | -60,600 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -52,458 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,378 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -47,159 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -40,984 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -38,937 | -100.0% | Q3 2025 | Oct 03, 2025 |
| PVG ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 1.13% | — | -33,725 | -100.0% | Q3 2025 | Dec 31, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,588 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,060 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -27,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,161 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Optimist Retirement Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -22,146 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.02% | — | -21,494 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -21,444 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Drucker Wealth 3.0, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,174 | -100.0% | Q3 2025 | Nov 07, 2025 |
| K2 PRINCIPAL FUND, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,267 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,789 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,316 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,763 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -15,718 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sendero Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,865 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,684 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Western Pacific Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -13,055 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,790 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,370 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -12,062 | -100.0% | Q3 2025 | Oct 24, 2025 |
| VIKING FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,000 | -100.0% | Q3 2025 | Oct 10, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -10,113 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,264 | -100.0% | Q3 2025 | Oct 21, 2025 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,895 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,263 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,016 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Joseph Group Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -908 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -753 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | 0.0% | — | -704 | -99.72% | Q4 2025 | Mar 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -676 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -413 | -96.27% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rossby Financial, LCC | History | Reduced | 80 | 0 | — | 0.0% | — | -230 | -74.19% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -178 | -99.44% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -108 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Lodestone Wealth Management LLC | History | New | 97 | 0 | — | — | — | +97 | New | Q4 2025 | Jan 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 46 | 0 | — | 0.0% | — | -76 | -62.3% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | New | 76 | 0 | — | — | — | +76 | New | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -72 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cornerstone Planning Group LLC | History | Reduced | 48 | 0 | — | 0.0% | — | -63 | -56.76% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | New | 61 | 0 | — | — | — | +61 | New | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | — | — | -60 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rialto Wealth Management, LLC | History | New | 57 | 0 | — | — | — | +57 | New | Q4 2025 | Jan 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bruce G. Allen Investments, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -39 | -28.06% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 46 | 0 | — | — | — | -37 | -44.58% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 33 | 0 | — | — | — | +31 | 1550.0% | Q4 2025 | Jan 14, 2026 |
| Trust Co | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Jan 15, 2026 |
| Ankerstar Wealth, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 68 | 0 | — | — | — | +16 | 30.77% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Safe Harbor Fiduciary, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dunhill Financial, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GW&K Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD Capital Management LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Scarborough Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |