WERNER ENTERPRISES INC - WERN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 8,946,991 | 268,499 | 0.0% | 0.0% | 1 | +336,404 | 3.91% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,514,200 | 195,491 | 0.0% | 0.0% | 2 | +90,480 | 1.41% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 3,947,039 | 118,450 | 0.01% | 0.0% | 3 | +543,045 | 15.95% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,645,926 | 109,415 | 0.02% | 0.02% | 4 | -145,222 | -3.83% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 2,795,407 | 83,890 | 0.05% | 0.05% | 5 | -260,169 | -8.51% | Q4 2025 | Feb 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 2,750,034 | 82,528 | 1.58% | 1.39% | 6 | +120,343 | 4.58% | Q4 2025 | Jan 23, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,510,354 | 75,335 | 0.01% | 0.0% | 7 | +2,154,428 | 605.3% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 2,490,661 | 74,744 | 0.0% | 0.0% | 8 | +22,075 | 0.89% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,441,015 | 73,254 | 0.04% | 0.03% | 9 | +36,507 | 1.52% | Q4 2025 | Feb 13, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 1,948,964 | 58,488 | 6.44% | 5.25% | 10 | -8,861 | -0.45% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 1,670,737 | 50,138 | 0.01% | 0.0% | 11 | +1,409,556 | 539.69% | Q4 2025 | Feb 19, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,661,691 | 49,867 | 0.08% | — | 12 | +1,661,691 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,611,313 | 49,322 | 0.08% | 0.08% | 13 | -278,876 | -14.75% | Q4 2025 | Jan 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,481,345 | 44,463 | 0.0% | 0.0% | 14 | +22,104 | 1.51% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,396,021 | 41,894 | 0.01% | 0.01% | 15 | +202,781 | 16.99% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,297,054 | 38,924 | 0.05% | 0.01% | 16 | +1,104,160 | 572.42% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 1,139,653 | 34,200 | 0.33% | — | 17 | +1,139,653 | New | Q4 2025 | Jan 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 814,497 | 24,443 | 0.02% | 0.02% | 18 | +240,606 | 41.93% | Q4 2025 | Feb 11, 2026 |
| Maple Rock Capital Partners Inc. | History | New | 793,500 | 23,812 | 0.79% | — | 19 | +793,500 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 720,075 | 21,609 | 0.0% | 0.0% | 20 | +56,951 | 8.59% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 669,427 | 20,089 | 0.02% | 0.02% | 21 | +37,044 | 5.86% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 621,431 | 18,649 | 0.0% | 0.0% | 22 | -15,176 | -2.38% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 599,159 | 17,980 | 0.0% | 0.0% | 23 | -137,613 | -18.68% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 588,543 | 17,662 | 0.0% | 0.0% | 24 | -16,911 | -2.79% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 578,761 | 17,368 | 0.0% | 0.0% | 25 | +372,629 | 180.77% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 476,601 | 14,302 | 0.02% | 0.01% | 26 | +137,012 | 40.35% | Q4 2025 | Feb 17, 2026 |
| Turas Capital Management LP | History | New | 447,154 | 13,419 | 4.5% | — | 27 | +447,154 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 442,427 | 13,277 | 0.01% | 0.0% | 28 | +326,276 | 280.91% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 410,015 | 12,304 | 0.0% | 0.0% | 29 | +229,150 | 126.7% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 392,467 | 11,777 | 0.0% | 0.0% | 30 | -184,859 | -32.02% | Q4 2025 | Feb 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 356,122 | 10,687 | 0.22% | 0.2% | 31 | +135 | 0.04% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 324,216 | 9,729 | 0.01% | 0.0% | 32 | +45,812 | 16.46% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 309,582 | 9,290 | 0.04% | — | 33 | +309,582 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 289,250 | 8,680 | 0.01% | 0.01% | 34 | +1,629 | 0.57% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 285,333 | 8,562 | 0.0% | 0.0% | 35 | -3,496 | -1.21% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 239,215 | 7,178 | 0.0% | 0.0% | 36 | +139,687 | 140.35% | Q4 2025 | Feb 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 236,890 | 7,109 | 0.09% | 0.09% | 37 | -11,474 | -4.62% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 212,281 | 6,370 | 0.01% | — | 38 | +212,281 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 207,825 | 6,236 | 0.0% | 0.0% | 39 | +71,673 | 52.64% | Q4 2025 | Feb 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 207,560 | 6,228 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 207,396 | 6,223 | 0.02% | 0.02% | 41 | -25,973 | -11.13% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 205,654 | 6,172 | 0.01% | 0.01% | 42 | +30,812 | 17.62% | Q4 2025 | Feb 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 203,840 | 6,117 | 0.13% | 0.12% | 43 | -59 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Vestcor Inc | History | Reduced | 185,461 | 5,566 | 0.16% | 0.15% | 44 | -6,400 | -3.34% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Added to | 182,776 | 5,485 | 0.02% | 0.01% | 45 | +115,064 | 169.93% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 172,915 | 5,189 | 0.0% | 0.0% | 46 | -6,976 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Clearline Capital LP | History | Added to | 164,356 | 4,932 | 0.24% | 0.18% | 47 | +18,000 | 12.3% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 157,392 | 4,723 | 0.0% | 0.0% | 48 | -9,012 | -5.42% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 150,224 | 4,508 | 0.0% | 0.0% | 49 | -19,263 | -11.37% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 142,100 | 4,264 | 0.01% | 0.01% | 50 | -53,000 | -27.17% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 136,000 | 4,081 | 0.04% | — | 51 | +136,000 | New | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 135,664 | 4,071 | 0.0% | 0.0% | 52 | +82,707 | 156.18% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 131,499 | 3,946 | 0.0% | 0.06% | 53 | -2,927,439 | -95.7% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 123,931 | 3,719 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Reduced | 118,000 | 3,541 | 0.0% | 0.0% | 55 | -1,700 | -1.42% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 116,994 | 3,510 | 0.0% | 0.0% | 56 | +5,802 | 5.22% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 104,802 | 3,145 | 0.0% | 0.0% | 57 | +13,769 | 15.13% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 99,466 | 2,984 | 0.0% | — | 58 | +99,466 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 99,100 | 2,973 | 0.0% | — | 59 | +99,100 | New | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 95,620 | 2,869 | 0.0% | 0.0% | 60 | +7,137 | 8.07% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 95,584 | 2,868 | 0.01% | 0.01% | 61 | -19,715 | -17.1% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 90,777 | 2,724 | 0.01% | 0.01% | 62 | +15,108 | 19.97% | Q4 2025 | Jan 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 85,234 | 2,557 | 0.12% | — | 63 | +85,234 | New | Q4 2025 | Feb 12, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 84,694 | 2,541 | 0.49% | 0.48% | 64 | -7,248 | -7.88% | Q4 2025 | Feb 12, 2026 |
| Holocene Advisors, LP | History | Reduced | 81,663 | 2,450 | 0.01% | 0.01% | 65 | -20,668 | -20.2% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 79,807 | 2,395 | 0.0% | 0.0% | 67 | +28,764 | 56.35% | Q4 2025 | Jan 09, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 79,830 | 2,395 | 0.34% | 0.23% | 66 | +18,751 | 30.7% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 78,563 | 2,357 | 0.0% | 0.0% | 68 | +846 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 75,729 | 2,272 | 0.0% | 0.0% | 69 | -7,889 | -9.43% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 74,113 | 2,224 | 0.0% | 0.0% | 70 | +24,691 | 49.96% | Q4 2025 | Feb 13, 2026 |
| Meros Investment Management, LP | History | New | 73,571 | 2,207 | 0.88% | — | 71 | +73,571 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 67,824 | 2,036 | 0.0% | 0.0% | 72 | +8,891 | 15.09% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 66,468 | 1,994 | 0.0% | 0.0% | 73 | +55,468 | 504.25% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 58,451 | 1,754 | 0.0% | 0.0% | 74 | -5,517 | -8.62% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,922 | 1,738 | 0.0% | 0.0% | 75 | -1,375 | -2.32% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 56,957 | 1,709 | 0.0% | 0.0% | 76 | -56 | -0.1% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 56,885 | 1,707 | 0.0% | 0.0% | 77 | -3,915 | -6.44% | Q4 2025 | Feb 13, 2026 |
| Dean Capital Management | History | Added to | 54,295 | 1,629 | 0.69% | 0.52% | 78 | +3,931 | 7.81% | Q4 2025 | Feb 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 52,651 | 1,579 | 0.0% | 0.0% | 79 | -8,751 | -14.25% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 49,385 | 1,482 | 0.0% | 0.0% | 80 | +1,937 | 4.08% | Q4 2025 | Feb 11, 2026 |
| NATIXIS | History | New | 49,300 | 1,479 | 0.01% | — | 81 | +49,300 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 45,991 | 1,380 | 0.0% | 0.0% | 82 | -42 | -0.09% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 35,454 | 1,063 | 0.01% | — | 83 | +35,454 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 32,857 | 986 | 0.0% | 0.0% | 84 | -692 | -2.06% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 31,330 | 940 | 0.0% | 0.0% | 85 | -2,600 | -7.66% | Q4 2025 | Feb 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 30,464 | 914 | 0.01% | 0.01% | 86 | +336 | 1.12% | Q4 2025 | Jan 23, 2026 |
| Laurion Capital Management LP | History | New | 28,926 | 868 | 0.03% | — | 87 | +28,926 | New | Q4 2025 | Feb 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 28,652 | 859 | 0.07% | 0.09% | 88 | -2,872 | -9.11% | Q4 2025 | Feb 06, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 28,435 | 853 | 0.48% | 0.44% | 89 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 27,844 | 835 | 0.0% | 0.0% | 90 | +898 | 3.33% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 27,620 | 828 | 0.01% | 0.01% | 91 | -5,940 | -17.7% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 27,577 | 827 | 0.0% | — | 92 | +27,577 | New | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,400 | 822 | 0.01% | 0.01% | 93 | -100 | -0.36% | Q4 2025 | Jan 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 26,453 | 793 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 26,081 | 782 | 0.0% | 0.0% | 95 | +228 | 0.88% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 24,362 | 731 | 0.0% | 0.0% | 96 | -20,983 | -46.27% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,866 | 716 | 0.0% | 0.0% | 97 | +6,056 | 34.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 22,931 | 688 | 0.0% | 0.0% | 98 | -5,195 | -18.47% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,300 | 669 | 0.0% | 0.0% | 99 | -5,226 | -18.99% | Q4 2025 | Feb 10, 2026 |
| Perbak Capital Partners LLP | History | New | 22,254 | 667 | 0.2% | — | 100 | +22,254 | New | Q4 2025 | Feb 17, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 21,614 | 648 | 0.11% | 0.1% | 101 | +1,747 | 8.79% | Q4 2025 | Jan 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 21,553 | 647 | 0.06% | 0.09% | 102 | -17,322 | -44.56% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,081 | 602 | 0.01% | 0.01% | 103 | -2,192 | -9.84% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 19,724 | 591 | 0.0% | 0.0% | 104 | -3,300 | -14.33% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,252 | 588 | 0.01% | 0.01% | 105 | -2,585 | -12.41% | Q4 2025 | Jan 21, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 19,000 | 570 | 0.0% | 0.0% | 106 | +5,600 | 41.79% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,082 | 542 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 13,797 | 525 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMALGAMATED BANK | History | Added to | 17,393 | 522 | 0.0% | 0.0% | 109 | +308 | 1.8% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 16,853 | 505 | 0.0% | 0.0% | 110 | -2,903 | -14.69% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 16,810 | 504 | 0.0% | 0.0% | 111 | -110 | -0.65% | Q4 2025 | Jan 30, 2026 |
| Arizona State Retirement System | History | Reduced | 16,751 | 502 | 0.0% | 0.0% | 112 | -1,512 | -8.28% | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 16,503 | 495 | 0.0% | 0.0% | 113 | -379 | -2.24% | Q4 2025 | Jan 30, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 16,400 | 492 | 0.11% | — | 114 | +16,400 | New | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,332 | 490 | 0.0% | 0.0% | 115 | -7,989 | -32.85% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 14,305 | 489 | 0.0% | 0.0% | 116 | -1,131 | -7.33% | Q4 2025 | Feb 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,934 | 478 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 15,525 | 465 | 0.04% | 0.04% | 118 | -1,724 | -9.99% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 14,959 | 449 | 0.0% | 0.0% | 119 | -2,382 | -13.74% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,812 | 444 | 0.0% | 0.0% | 120 | -425 | -2.79% | Q4 2025 | Feb 10, 2026 |
| Freestone Grove Partners LP | History | Reduced | 14,690 | 440 | 0.0% | 0.01% | 121 | -22,450 | -60.45% | Q4 2025 | Feb 17, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | No change | 14,563 | 437 | 0.09% | 0.08% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 14,240 | 427 | 0.0% | — | 123 | +14,240 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 13,888 | 417 | 0.0% | 0.0% | 124 | +12,944 | 1371.19% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 13,796 | 414 | 0.0% | 0.0% | 125 | +2,548 | 22.65% | Q4 2025 | Feb 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,707 | 411 | 0.01% | 0.0% | 126 | +207 | 1.53% | Q4 2025 | Feb 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 13,588 | 407 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 13,332 | 400 | 0.01% | 0.01% | 128 | +2,794 | 26.51% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,312 | 399 | 0.0% | 0.0% | 130 | -139 | -1.03% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | Reduced | 13,320 | 399 | 0.19% | 0.17% | 129 | -85 | -0.63% | Q4 2025 | Jan 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,196 | 396 | 0.0% | 0.0% | 131 | -3,806 | -22.39% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,800 | 384 | 0.0% | 0.0% | 132 | +400 | 3.23% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,374 | 371 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bellwether Advisors, LLC | History | No change | 12,379 | 371 | 0.06% | 0.05% | 134 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ProShare Advisors LLC | History | Added to | 11,642 | 349 | 0.0% | 0.0% | 135 | +683 | 6.23% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 10,897 | 327 | 0.0% | 0.0% | 136 | +562 | 5.44% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 10,872 | 326 | 0.0% | — | 137 | +10,872 | New | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | New | 10,664 | 320 | 0.04% | — | 138 | +10,664 | New | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 10,679 | 320 | 0.02% | 0.02% | 139 | -1,425 | -11.77% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | New | 9,379 | 281 | 0.0% | — | 140 | +9,379 | New | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Reduced | 9,246 | 277 | 0.0% | 0.0% | 141 | -1,036 | -10.08% | Q4 2025 | Feb 17, 2026 |
| AXQ CAPITAL, LP | History | New | 8,969 | 269 | 0.06% | — | 142 | +8,969 | New | Q4 2025 | Feb 10, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 8,710 | 261 | 0.01% | 0.0% | 143 | +109 | 1.27% | Q4 2025 | Feb 17, 2026 |
| ClearAlpha Technologies LP | History | New | 8,609 | 258 | 0.74% | — | 144 | +8,609 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 8,390 | 251 | 0.0% | 0.0% | 145 | -60,767 | -87.87% | Q4 2025 | Feb 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 7,457 | 223 | 0.02% | — | 146 | +7,457 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | New | 7,317 | 219 | 0.01% | — | 147 | +7,317 | New | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | New | 7,215 | 216 | 0.0% | — | 148 | +7,215 | New | Q4 2025 | Jan 29, 2026 |
| Walleye Capital LLC | History | Reduced | 6,900 | 207 | 0.0% | 0.0% | 149 | -2,000 | -22.47% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 6,838 | 205 | 0.0% | — | 150 | +6,838 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,782 | 204 | 0.0% | — | 151 | +6,782 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,877 | 176 | 0.0% | 0.0% | 152 | -394 | -6.28% | Q4 2025 | Jan 15, 2026 |
| Elgethun Capital Management | History | Reduced | 4,919 | 147 | 0.03% | 0.03% | 153 | -1,285 | -20.71% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,846 | 145 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,328 | 129 | 0.0% | 0.0% | 155 | -15,450 | -78.12% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | Added to | 3,614 | 108 | 0.0% | 0.0% | 156 | +1,680 | 86.87% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,450 | 103 | 0.0% | 0.0% | 157 | +1,052 | 43.87% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Added to | 3,261 | 98 | 0.05% | 0.04% | 158 | +719 | 28.28% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,986 | 89 | 0.0% | 0.0% | 159 | -426 | -12.49% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,902 | 87 | 0.0% | 0.0% | 160 | +226 | 8.45% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,451 | 73 | 0.01% | — | 161 | +2,451 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,429 | 72 | 0.0% | 0.0% | 162 | +799 | 49.02% | Q4 2025 | Jan 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,324 | 69 | 0.0% | 0.0% | 163 | +679 | 41.28% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,435 | 43 | 0.0% | 0.0% | 164 | +142 | 10.98% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,160 | 34 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 891 | 26 | 0.0% | 0.01% | 166 | -25,875 | -96.67% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 752 | 24 | 0.0% | 0.0% | 168 | +599 | 391.5% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 805 | 24 | 0.0% | 0.0% | 167 | -137 | -14.54% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 689 | 20 | 0.0% | 0.0% | 169 | -379 | -35.49% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 646 | 19 | 0.0% | 0.0% | 170 | +233 | 56.42% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 596 | 17 | 0.0% | 0.0% | 171 | +14 | 2.41% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 532 | 15 | 0.0% | 0.0% | 172 | +182 | 52.0% | Q4 2025 | Mar 16, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 456 | 13 | 0.0% | — | 174 | +441 | 2940.0% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 451 | 13 | 0.0% | 0.0% | 173 | -182 | -28.75% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | Added to | 412 | 12 | 0.0% | 0.0% | 176 | +206 | 100.0% | Q4 2025 | Feb 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 422 | 12 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 348 | 10 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 315 | 9 | 0.0% | 0.0% | 178 | -5 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 308 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 289 | 8 | 0.0% | 0.0% | 181 | -415 | -58.95% | Q4 2025 | Feb 24, 2026 |
| Allworth Financial LP | History | New | 277 | 8 | 0.0% | — | 180 | +277 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 281 | 8 | 0.0% | 0.0% | 182 | +151 | 116.15% | Q4 2025 | Jan 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 290 | 7 | 0.0% | — | 184 | +290 | New | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 253 | 7 | 0.0% | 0.0% | 183 | +120 | 90.23% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 200 | 6 | 0.0% | 0.0% | 185 | -159 | -44.29% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 221 | 6 | 0.0% | 0.0% | 186 | -12 | -5.15% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 182 | 5 | 0.0% | 0.0% | 188 | -239 | -56.77% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 167 | 5 | 0.0% | 0.0% | 187 | +127 | 317.5% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 164 | 4 | 0.0% | 0.0% | 191 | -923 | -84.91% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | Reduced | 131 | 4 | 0.0% | 0.0% | 190 | -264 | -66.84% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 137 | 4 | 0.0% | 0.0% | 189 | -159 | -53.72% | Q4 2025 | Feb 02, 2026 |
| City State Bank | History | Reduced | 150 | 4 | 0.0% | 0.0% | 192 | -150 | -50.0% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 140 | 4 | 0.0% | — | 193 | +140 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 117 | 3 | 0.0% | — | 197 | +117 | New | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 103 | 3 | 0.0% | — | 195 | +103 | New | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Added to | 123 | 3 | 0.0% | — | 196 | +102 | 485.71% | Q4 2025 | Feb 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 101 | 3 | 0.0% | 0.0% | 194 | +36 | 55.38% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 105 | 3 | 0.0% | 0.0% | 198 | +12 | 12.9% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 98 | 2 | 0.0% | 0.0% | 202 | -1,440 | -93.63% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 89 | 2 | 0.0% | — | 200 | +89 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 77 | 2 | 0.0% | — | 199 | +77 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 77 | 2 | 0.0% | 0.0% | 203 | -23 | -23.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 75 | 2 | 0.0% | 0.0% | 201 | +8 | 11.94% | Q4 2025 | Feb 06, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 51 | 1 | 0.0% | — | 205 | +51 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 34 | 1 | 0.0% | — | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -2,204,819 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -252,306 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -204,828 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -185,285 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -154,320 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CONGRESS ASSET MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.02% | — | -138,711 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -111,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,942 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,429 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,763 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,554 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -36,605 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,292 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -23,594 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -23,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cherokee Insurance Co | History | Closed out | 0 | 0 | — | 0.26% | — | -23,056 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,383 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,257 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,510 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -8,465 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,357 | -100.0% | Q3 2025 | Feb 24, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,113 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -7,811 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -801 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -762 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Root Financial Partners, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -191 | -98.96% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 1620 INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -105 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Physician Wealth Advisors, Inc. | History | Reduced | 19 | 0 | — | 0.0% | — | -37 | -66.07% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kilter Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 04, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -8 | -88.89% | Q4 2025 | Feb 03, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bruce G. Allen Investments, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Sunbelt Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Torren Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |