WEX Inc. - WEX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | History | Added to | 3,872,042 | 576,853 | 0.26% | 0.28% | 1 | +6,960 | 0.18% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,222,345 | 480,064 | 0.01% | 0.01% | 2 | -39,910 | -1.22% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 3,058,759 | 455,693 | 0.01% | 0.01% | 3 | +2,424 | 0.08% | Q4 2025 | Feb 12, 2026 |
| PAR CAPITAL MANAGEMENT INC | History | Added to | 2,252,000 | 335,502 | 8.87% | 8.54% | 4 | +400,500 | 21.63% | Q4 2025 | Feb 17, 2026 |
| Impactive Capital LP | History | No change | 2,195,253 | 327,048 | 20.82% | 16.62% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,111,108 | 314,513 | 0.02% | 0.03% | 6 | -620,574 | -22.72% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Added to | 1,447,442 | 215,954 | 0.22% | 0.21% | 7 | +174,079 | 13.67% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 1,146,526 | 170,809 | 0.01% | 0.01% | 8 | +73,465 | 6.85% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,061,776 | 158,183 | 0.01% | 0.01% | 9 | -9,881 | -0.92% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 889,802 | 132,562 | 0.07% | 0.01% | 10 | +790,271 | 793.99% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 889,664 | 132,542 | 0.57% | 0.62% | 11 | -18,139 | -2.0% | Q4 2025 | Feb 12, 2026 |
| River Road Asset Management, LLC | History | Reduced | 776,008 | 115,609 | 1.27% | 1.39% | 12 | -12,033 | -1.53% | Q4 2025 | Feb 24, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Reduced | 773,908 | 115,296 | 1.51% | 1.84% | 13 | -56,441 | -6.8% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 725,157 | 108,033 | 0.01% | 0.01% | 14 | -153,876 | -17.51% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 687,655 | 102,453 | 0.02% | 0.02% | 15 | +44,842 | 6.98% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 638,957 | 95,209 | 0.01% | 0.01% | 16 | +6,971 | 1.1% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 549,775 | 81,905 | 0.08% | 0.08% | 17 | +53,040 | 10.68% | Q4 2025 | Feb 13, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | Added to | 454,271 | 67,677 | 3.12% | 3.35% | 18 | +8,100 | 1.82% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 445,585 | 66,383 | 0.01% | 0.01% | 19 | +11,367 | 2.62% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 429,828 | 64,035 | 0.01% | 0.01% | 20 | -4,320 | -1.0% | Q4 2025 | Jan 29, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 408,015 | 63,935 | 0.58% | 0.67% | 21 | -67,412 | -14.18% | Q4 2025 | Jan 28, 2026 |
| Turtle Creek Asset Management Inc. | History | Reduced | 422,412 | 62,930 | 2.77% | 2.82% | 22 | -169,788 | -28.67% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 381,331 | 56,810 | 0.17% | 0.17% | 23 | +34,509 | 9.95% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 349,451 | 52,061 | 0.09% | 0.11% | 24 | -42,829 | -10.92% | Q4 2025 | Feb 12, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Added to | 348,166 | 51,869 | 0.97% | 0.52% | 25 | +172,739 | 98.47% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 340,834 | 50,777 | 0.0% | 0.0% | 26 | -39,633 | -10.42% | Q4 2025 | Feb 11, 2026 |
| NORGES BANK | History | New | 336,973 | 50,202 | 0.01% | — | 27 | +336,973 | New | Q4 2025 | Feb 10, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 336,797 | 50,176 | 0.54% | 0.57% | 28 | -4,139 | -1.21% | Q4 2025 | Feb 13, 2026 |
| Sunriver Management LLC | History | Added to | 329,177 | 49,040 | 5.14% | 5.28% | 29 | +21,096 | 6.85% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 319,456 | 47,592 | 0.01% | 0.01% | 30 | +18,090 | 6.0% | Q4 2025 | Feb 17, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Added to | 268,023 | 39,930 | 1.84% | 0.26% | 31 | +231,158 | 627.04% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 267,438 | 39,842 | 0.15% | 0.19% | 32 | -3,526 | -1.3% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 265,873 | 39,609 | 0.01% | 0.01% | 33 | -40,548 | -13.23% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 239,301 | 35,651 | 0.0% | 0.0% | 34 | +40,861 | 20.59% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 231,594 | 34,502 | 0.01% | 0.01% | 35 | -56,602 | -19.64% | Q4 2025 | Feb 10, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Added to | 227,968 | 33,962 | 2.25% | 2.44% | 36 | +22,500 | 10.95% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 214,818 | 32,003 | 0.02% | 0.03% | 37 | -15,452 | -6.71% | Q4 2025 | Feb 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 214,560 | 31,965 | 0.02% | 0.03% | 38 | -19,000 | -8.13% | Q4 2025 | Feb 11, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 179,578 | 26,753 | 0.03% | 0.03% | 39 | +23,109 | 14.77% | Q4 2025 | Feb 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 174,138 | 25,943 | 1.43% | 1.49% | 40 | +153 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Solel Partners LP | History | Added to | 167,000 | 24,879 | 4.02% | 3.58% | 41 | +48,900 | 41.41% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 124,184 | 18,500 | 0.0% | 0.0% | 42 | -4,841 | -3.75% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 122,827 | 18,298 | 0.02% | 0.01% | 43 | +78,407 | 176.51% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 121,272 | 18,067 | 0.02% | 0.02% | 44 | -798 | -0.65% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 104,215 | 15,525 | 0.01% | 0.01% | 45 | -2,016 | -1.9% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 103,231 | 15,379 | 0.02% | 0.02% | 46 | +4,733 | 4.81% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 100,495 | 14,971 | 0.03% | 0.03% | 47 | +20,925 | 26.3% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | Added to | 95,813 | 14,274 | 0.0% | 0.0% | 48 | +34,730 | 56.86% | Q4 2025 | Feb 11, 2026 |
| CLIFFORD CAPITAL PARTNERS LLC | History | New | 95,326 | 14,201 | 2.41% | — | 49 | +95,326 | New | Q4 2025 | Feb 17, 2026 |
| Incline Global Management LLC | History | Reduced | 91,384 | 13,614 | 4.65% | 4.62% | 50 | -7,633 | -7.71% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 85,418 | 12,725 | 0.0% | 0.0% | 51 | +10,537 | 14.07% | Q4 2025 | Feb 19, 2026 |
| Nuveen, LLC | History | Reduced | 84,435 | 12,579 | 0.0% | 0.0% | 52 | -1,494 | -1.74% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 80,725 | 12,029 | 0.0% | 0.0% | 53 | -11,252 | -12.23% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 74,343 | 11,075 | 0.0% | 0.0% | 54 | -9,555 | -11.39% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 73,754 | 10,987 | 0.01% | 0.01% | 55 | -2,369 | -3.11% | Q4 2025 | Feb 02, 2026 |
| CenterBook Partners LP | History | Added to | 70,834 | 10,552 | 0.52% | 0.16% | 56 | +50,752 | 252.72% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 69,052 | 10,287 | 0.03% | 0.01% | 57 | +51,937 | 303.46% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 68,942 | 10,270 | 0.0% | 0.0% | 58 | +49,220 | 249.57% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | New | 68,486 | 10,203 | 0.01% | — | 59 | +68,486 | New | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 68,325 | 10,179 | 0.17% | 0.17% | 60 | +971 | 1.44% | Q4 2025 | Feb 10, 2026 |
| Retirement Systems of Alabama | History | Reduced | 68,053 | 10,138 | 0.03% | 0.04% | 61 | -274 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Gator Capital Management, LLC | History | Added to | 66,515 | 9,909 | 2.01% | 2.63% | 62 | +555 | 0.84% | Q4 2025 | Feb 13, 2026 |
| SPINNAKER TRUST | History | Added to | 65,963 | 9,827 | 0.53% | 0.57% | 63 | +330 | 0.5% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 65,874 | 9,813 | 0.01% | 0.01% | 64 | -2,981 | -4.33% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 65,353 | 9,736 | 0.0% | 0.0% | 65 | -2,341 | -3.46% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 64,226 | 9,568 | 0.01% | 0.01% | 66 | +1,100 | 1.74% | Q4 2025 | Feb 12, 2026 |
| Lightrock Netherlands B.V. | History | Added to | 62,500 | 9,311 | 1.93% | 1.54% | 67 | +18,700 | 42.69% | Q4 2025 | Jan 26, 2026 |
| Bridgewater Associates, LP | History | Added to | 57,869 | 8,621 | 0.03% | 0.01% | 68 | +38,715 | 202.12% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 51,909 | 7,733 | 0.02% | 0.02% | 69 | +811 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 49,472 | 7,370 | 0.0% | 0.0% | 70 | -4,602 | -8.51% | Q4 2025 | Feb 09, 2026 |
| Triveni Capital Investments LP | History | New | 48,087 | 7,164 | 5.34% | — | 71 | +48,087 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 46,767 | 6,967 | 0.01% | 0.01% | 72 | -436 | -0.92% | Q4 2025 | Jan 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,700 | 6,808 | 0.0% | 0.0% | 73 | +15,236 | 50.01% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 42,487 | 6,329 | 0.0% | 0.0% | 74 | +25,124 | 144.7% | Q4 2025 | Feb 12, 2026 |
| Rhino Investment Partners, Inc | History | Reduced | 42,005 | 6,257 | 1.77% | 2.79% | 75 | -14,225 | -25.3% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Reduced | 41,962 | 6,251 | 0.07% | 0.08% | 76 | -2,903 | -6.47% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 40,375 | 6,015 | 0.0% | 0.0% | 77 | +16,287 | 67.61% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 39,853 | 5,937 | 0.0% | 0.0% | 78 | +23,416 | 142.46% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 38,853 | 5,788 | 0.0% | 0.0% | 79 | -3,061 | -7.3% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 38,510 | 5,737 | 0.0% | 0.0% | 80 | -6,941 | -15.27% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 37,755 | 5,624 | 0.01% | 0.0% | 81 | +32,414 | 606.89% | Q4 2025 | Feb 11, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 35,633 | 5,308 | 0.24% | 0.29% | 82 | -5,086 | -12.49% | Q4 2025 | Jan 23, 2026 |
| Swedbank AB | History | No change | 35,300 | 5,258 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 34,798 | 5,185 | 0.0% | — | 84 | +34,798 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 31,774 | 4,733 | 0.02% | 0.01% | 85 | +10,486 | 49.26% | Q4 2025 | Jan 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 31,530 | 4,697 | 0.0% | 0.0% | 86 | -7,970 | -20.18% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 31,482 | 4,691 | 0.0% | 0.0% | 87 | +809 | 2.64% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 31,329 | 4,667 | 0.04% | — | 88 | +31,329 | New | Q4 2025 | Feb 17, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 31,100 | 4,633 | 0.12% | 0.12% | 89 | +825 | 2.73% | Q4 2025 | Jan 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 30,918 | 4,606 | 0.0% | 0.0% | 90 | -30 | -0.1% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 30,148 | 4,491 | 0.01% | 0.01% | 91 | -1,250 | -3.98% | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 29,442 | 4,386 | 0.05% | 0.06% | 92 | -2,076 | -6.59% | Q4 2025 | Feb 13, 2026 |
| 13D Management LLC | History | New | 29,350 | 4,372 | 5.2% | — | 93 | +29,350 | New | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 29,207 | 4,351 | 0.06% | 0.05% | 94 | +9,410 | 47.53% | Q4 2025 | Feb 03, 2026 |
| HM PAYSON & CO | History | Added to | 28,692 | 4,274 | 0.06% | 0.06% | 95 | +815 | 2.92% | Q4 2025 | Feb 12, 2026 |
| Long Road Investment Counsel, LLC | History | Reduced | 27,434 | 4,087 | 1.55% | 1.54% | 96 | -240 | -0.87% | Q4 2025 | Feb 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 27,176 | 4,053 | 0.0% | — | 97 | +27,176 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 26,780 | 3,989 | 0.02% | 0.02% | 98 | +8,117 | 43.49% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 24,956 | 3,728 | 0.0% | — | 99 | +24,956 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 24,742 | 3,686 | 0.0% | 0.0% | 100 | -2,915 | -10.54% | Q4 2025 | Feb 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 24,643 | 3,671 | 0.11% | 0.11% | 101 | -24 | -0.1% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Reduced | 24,104 | 3,591 | 0.0% | 0.0% | 102 | -42,815 | -63.98% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,046 | 3,582 | 0.0% | 0.0% | 103 | +2,119 | 9.66% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 23,912 | 3,562 | 0.01% | 0.0% | 104 | +20,564 | 614.22% | Q4 2025 | Feb 05, 2026 |
| Holocene Advisors, LP | History | Reduced | 22,851 | 3,404 | 0.01% | 0.01% | 105 | -2,900 | -11.26% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 22,515 | 3,354 | 0.0% | 0.0% | 106 | -790 | -3.39% | Q4 2025 | Feb 12, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 21,957 | 3,271 | 0.16% | 0.18% | 107 | -725 | -3.2% | Q4 2025 | Jan 27, 2026 |
| Foyston, Gordon & Payne Inc | History | Reduced | 21,620 | 3,220 | 0.7% | 0.75% | 108 | -211 | -0.97% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,504 | 3,203 | 0.01% | 0.01% | 109 | -1,322 | -5.79% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20,828 | 3,102 | 0.0% | 0.02% | 110 | -184,325 | -89.85% | Q4 2025 | Feb 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 20,019 | 2,982 | 0.02% | 0.01% | 111 | +11,800 | 143.57% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,592 | 2,972 | 0.0% | 0.0% | 112 | +14,607 | 293.02% | Q4 2025 | Jan 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 19,487 | 2,903 | 0.01% | — | 113 | +19,487 | New | Q4 2025 | Feb 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 19,132 | 2,848 | 0.0% | 0.01% | 114 | -8,378 | -30.45% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 18,904 | 2,816 | 0.04% | 0.03% | 115 | +6,051 | 47.08% | Q4 2025 | Feb 11, 2026 |
| Factorial Partners, LLC | History | Reduced | 18,500 | 2,756 | 1.82% | 2.05% | 116 | -400 | -2.12% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 17,395 | 2,592 | 0.01% | 0.0% | 117 | +13,755 | 377.88% | Q4 2025 | Jan 26, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 17,011 | 2,534 | 0.43% | 0.47% | 118 | +368 | 2.21% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 16,882 | 2,515 | 0.01% | 0.01% | 119 | -854 | -4.82% | Q4 2025 | Feb 12, 2026 |
| Man Group plc | History | New | 16,719 | 2,490 | 0.0% | — | 121 | +16,719 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 16,714 | 2,490 | 0.01% | 0.01% | 120 | +5,619 | 50.64% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 16,052 | 2,391 | 0.01% | — | 122 | +16,052 | New | Q4 2025 | Feb 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 15,793 | 2,352 | 0.01% | 0.01% | 123 | +3,252 | 25.93% | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,621 | 2,327 | 0.02% | 0.02% | 124 | -71 | -0.45% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 15,603 | 2,324 | 0.03% | 0.03% | 125 | -1,292 | -7.65% | Q4 2025 | Feb 02, 2026 |
| CLARK ESTATES INC/NY | History | Added to | 15,100 | 2,249 | 0.55% | 0.48% | 126 | +1,800 | 13.53% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | New | 14,878 | 2,216 | 0.01% | — | 127 | +14,878 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,667 | 2,185 | 0.0% | 0.0% | 128 | +14,005 | 2115.56% | Q4 2025 | Jan 09, 2026 |
| Amundi | History | Added to | 14,646 | 2,181 | 0.0% | 0.0% | 129 | +3,143 | 27.32% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,571 | 2,170 | 0.02% | 0.02% | 130 | -249 | -1.68% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,320 | 2,133 | 0.0% | 0.0% | 131 | +189 | 1.34% | Q4 2025 | Feb 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,271 | 2,126 | 0.02% | 0.03% | 132 | -1,554 | -9.82% | Q4 2025 | Feb 10, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 14,221 | 2,119 | 0.01% | 0.01% | 133 | -1,041 | -6.82% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 13,743 | 2,115 | 0.01% | 0.01% | 134 | -588 | -4.1% | Q4 2025 | Feb 18, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 14,184 | 2,113 | 0.0% | — | 135 | +14,184 | New | Q4 2025 | Feb 13, 2026 |
| Fulcrum Asset Management LLP | History | Reduced | 13,658 | 2,066 | 0.57% | 0.61% | 136 | -405 | -2.88% | Q4 2025 | Feb 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 13,098 | 1,951 | 0.0% | 0.0% | 137 | -132 | -1.0% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 12,877 | 1,918 | 0.06% | 0.06% | 138 | -2,154 | -14.33% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 12,808 | 1,908 | 0.02% | 0.02% | 139 | -1,258 | -8.94% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 12,414 | 1,849 | 0.09% | 0.11% | 140 | -1,307 | -9.53% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 12,229 | 1,821 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,214 | 1,819 | 0.0% | 0.0% | 142 | +9,768 | 399.35% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 11,994 | 1,786 | 0.05% | 0.06% | 143 | -664 | -5.25% | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 11,849 | 1,765 | 0.14% | 0.12% | 144 | +2,447 | 26.03% | Q4 2025 | Jan 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,558 | 1,721 | 0.0% | 0.0% | 145 | +769 | 7.13% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,538 | 1,718 | 0.0% | 0.0% | 146 | -367 | -3.08% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 11,482 | 1,710 | 0.0% | 0.0% | 147 | +8,750 | 320.28% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,020 | 1,642 | 0.01% | 0.01% | 148 | -781 | -6.62% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,584 | 1,607 | 0.02% | 0.02% | 149 | -204 | -1.89% | Q4 2025 | Jan 21, 2026 |
| Bullseye Asset Management LLC | History | No change | 10,742 | 1,600 | 0.86% | 0.89% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 10,515 | 1,566 | 0.51% | 0.49% | 151 | +1,342 | 14.63% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 10,068 | 1,499 | 0.0% | 0.0% | 152 | -7,412 | -42.4% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,970 | 1,485 | 0.0% | 0.0% | 153 | +5,272 | 112.22% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,883 | 1,472 | 0.0% | 0.0% | 154 | +5,517 | 126.36% | Q4 2025 | Jan 29, 2026 |
| Radnor Capital Management, LLC | History | Added to | 9,575 | 1,426 | 0.21% | 0.22% | 155 | +260 | 2.79% | Q4 2025 | Feb 06, 2026 |
| Louisiana State Employees Retirement System | History | No change | 9,500 | 1,415 | 0.02% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,328 | 1,389 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| XTX Topco Ltd | History | New | 9,315 | 1,387 | 0.04% | — | 158 | +9,315 | New | Q4 2025 | Feb 17, 2026 |
| EJF Capital LP | History | No change | 9,300 | 1,385 | 0.79% | 0.85% | 159 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 36,191 | 1,379 | 0.0% | 0.0% | 160 | +27,703 | 326.38% | Q4 2025 | Mar 09, 2026 |
| Arizona State Retirement System | History | Reduced | 9,120 | 1,358 | 0.01% | 0.01% | 161 | -506 | -5.26% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,581 | 1,278 | 0.01% | 0.01% | 162 | -213 | -2.42% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 8,325 | 1,240 | 0.05% | 0.06% | 163 | -51 | -0.61% | Q4 2025 | Jan 27, 2026 |
| FORMULA GROWTH LTD | History | No change | 8,200 | 1,221 | 0.47% | 0.46% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,152 | 1,214 | 0.0% | 0.0% | 165 | +776 | 10.52% | Q4 2025 | Mar 16, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 8,106 | 1,207 | 0.04% | 0.06% | 167 | -3,618 | -30.86% | Q4 2025 | Feb 17, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 8,103 | 1,207 | 0.05% | 0.05% | 166 | -48 | -0.59% | Q4 2025 | Feb 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 8,075 | 1,203 | 0.01% | 0.01% | 168 | -100 | -1.22% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 7,944 | 1,183 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,721 | 1,150 | 0.0% | 0.0% | 170 | -151 | -1.92% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 7,672 | 1,142 | 0.01% | 0.02% | 171 | +34 | 0.45% | Q4 2025 | Feb 05, 2026 |
| NATIXIS | History | New | 7,401 | 1,102 | 0.0% | — | 172 | +7,401 | New | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 7,200 | 1,073 | 0.03% | 0.04% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,000 | 1,042 | 0.0% | 0.0% | 174 | +200 | 2.94% | Q4 2025 | Jan 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,812 | 1,014 | 0.01% | 0.01% | 175 | -100 | -1.45% | Q4 2025 | Feb 04, 2026 |
| Numerai GP LLC | History | Added to | 6,348 | 945 | 0.11% | 0.05% | 176 | +4,033 | 174.21% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 6,318 | 941 | 0.0% | 0.0% | 177 | +552 | 9.57% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,161 | 918 | 0.0% | 0.0% | 178 | +256 | 4.34% | Q4 2025 | Feb 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,156 | 917 | 0.03% | 0.03% | 179 | +1,003 | 19.46% | Q4 2025 | Jan 15, 2026 |
| Engineers Gate Manager LP | History | New | 6,137 | 914 | 0.01% | — | 180 | +6,137 | New | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 5,993 | 892 | 0.05% | — | 181 | +5,993 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,948 | 886 | 0.0% | 0.01% | 182 | -4,064 | -40.59% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,901 | 879 | 0.0% | 0.0% | 183 | -762 | -11.44% | Q4 2025 | Feb 02, 2026 |
| Vident Advisory, LLC | History | Added to | 5,884 | 876 | 0.01% | 0.01% | 184 | +656 | 12.55% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Reduced | 5,679 | 846 | 0.01% | 0.01% | 185 | -111 | -1.92% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | New | 5,622 | 837 | 0.0% | — | 186 | +5,622 | New | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 5,421 | 807 | 0.09% | 0.07% | 187 | +1,496 | 38.11% | Q4 2025 | Feb 11, 2026 |
| Prana Capital Management, LP | History | New | 5,415 | 806 | 0.03% | — | 188 | +5,415 | New | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 5,364 | 799 | 0.0% | 0.0% | 189 | +487 | 9.99% | Q4 2025 | Feb 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 5,359 | 798 | 0.01% | — | 190 | +5,359 | New | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Added to | 5,320 | 792 | 0.02% | 0.01% | 191 | +2,445 | 85.04% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,167 | 769 | 0.0% | 0.0% | 192 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Sepio Capital, LP | History | Reduced | 5,097 | 759 | 0.04% | 0.06% | 193 | -1,696 | -24.97% | Q4 2025 | Feb 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 5,000 | 744 | 0.05% | 0.06% | 194 | -149 | -2.89% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,958 | 738 | 0.01% | 0.01% | 195 | -314 | -5.96% | Q4 2025 | Jan 23, 2026 |
| Aurora Investment Counsel | History | Reduced | 4,926 | 733 | 0.39% | 0.54% | 196 | -1,583 | -24.32% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,907 | 731 | 0.0% | 0.0% | 197 | -728 | -12.92% | Q4 2025 | Feb 06, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,794 | 714 | 0.2% | 0.21% | 198 | -74 | -1.52% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | New | 4,747 | 707 | 0.01% | — | 199 | +4,747 | New | Q4 2025 | Jan 26, 2026 |
| DV Trading LLC | History | New | 4,686 | 698 | 0.02% | — | 200 | +4,686 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,637 | 690 | 0.02% | 0.01% | 201 | +3,329 | 254.51% | Q4 2025 | Feb 17, 2026 |
| Bath Savings Trust Co | History | Reduced | 4,612 | 687 | 0.07% | 0.08% | 202 | -810 | -14.94% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,600 | 685 | 0.0% | 0.02% | 203 | -872,261 | -99.48% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,603 | 685 | 0.0% | 0.0% | 204 | +2,576 | 127.08% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 4,594 | 684 | 0.01% | 0.01% | 205 | -355 | -7.17% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 4,455 | 663 | 0.0% | 0.0% | 206 | +2,204 | 97.91% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 4,331 | 646 | 0.0% | — | 207 | +4,331 | New | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 4,311 | 642 | 0.01% | — | 208 | +4,311 | New | Q4 2025 | Feb 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 4,107 | 611 | 0.0% | 0.0% | 209 | -413 | -9.14% | Q4 2025 | Feb 24, 2026 |
| M&T BANK CORP | History | New | 4,084 | 608 | 0.0% | — | 210 | +4,084 | New | Q4 2025 | Jan 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,995 | 595 | 0.0% | 0.01% | 211 | -5,620 | -58.45% | Q4 2025 | Feb 13, 2026 |
| Impact Partnership Wealth, LLC | History | New | 3,959 | 589 | 0.08% | — | 212 | +3,959 | New | Q4 2025 | Feb 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 3,928 | 585 | 0.03% | 0.04% | 213 | +18 | 0.46% | Q4 2025 | Jan 29, 2026 |
| Quantum Portfolio Management LLC | History | New | 3,832 | 570 | 0.25% | — | 214 | +3,832 | New | Q4 2025 | Feb 12, 2026 |
| Inspire Investing, LLC | History | Added to | 3,821 | 569 | 0.05% | 0.05% | 215 | +300 | 8.52% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 3,595 | 535 | 0.21% | 0.24% | 217 | -170 | -4.52% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,593 | 535 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | New | 3,533 | 526 | 0.08% | — | 218 | +3,533 | New | Q4 2025 | Feb 04, 2026 |
| Pallas Capital Advisors LLC | History | New | 3,524 | 525 | 0.02% | — | 219 | +3,524 | New | Q4 2025 | Jan 14, 2026 |
| Krilogy Financial LLC | History | New | 3,259 | 517 | 0.02% | — | 221 | +3,259 | New | Q4 2025 | Jan 27, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 2,193 | 517 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| XPONANCE LLC | History | Reduced | 3,445 | 513 | 0.0% | 0.01% | 222 | -620 | -15.25% | Q4 2025 | Feb 12, 2026 |
| Eukles Asset Management | History | Added to | 3,429 | 510 | 0.2% | 0.2% | 223 | +95 | 2.85% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 3,299 | 491 | 0.0% | 0.0% | 224 | -128 | -3.74% | Q4 2025 | Jan 30, 2026 |
| Clark Asset Management, LLC | History | No change | 3,265 | 486 | 0.05% | 0.06% | 225 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,259 | 485 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,209 | 478 | 0.0% | 0.0% | 227 | +1,561 | 94.72% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | New | 3,177 | 473 | 0.02% | — | 228 | +3,177 | New | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 3,134 | 466 | 0.02% | 0.02% | 229 | +751 | 31.51% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Reduced | 3,125 | 465 | 0.0% | 0.0% | 230 | -111 | -3.43% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 3,096 | 461 | 0.0% | — | 231 | +3,096 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 3,003 | 454 | 0.01% | 0.01% | 232 | +109 | 3.77% | Q4 2025 | Jan 23, 2026 |
| Benin Management CORP | History | No change | 3,041 | 453 | 0.1% | 0.11% | 233 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 3,022 | 450 | 0.0% | — | 234 | +3,022 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 2,927 | 436 | 0.0% | — | 235 | +2,927 | New | Q4 2025 | Feb 17, 2026 |
| Havemeyer Place LP | History | New | 2,916 | 434 | 0.09% | — | 236 | +2,916 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,909 | 433 | 0.0% | 0.0% | 237 | -52 | -1.76% | Q4 2025 | Feb 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 2,853 | 425 | 0.02% | 0.03% | 239 | -287 | -9.14% | Q4 2025 | Jan 07, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,857 | 425 | 0.0% | 0.0% | 238 | -260 | -8.34% | Q4 2025 | Feb 09, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,802 | 417 | 0.0% | — | 241 | +2,802 | New | Q4 2025 | Feb 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,800 | 417 | 0.0% | — | 240 | +2,800 | New | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 2,753 | 410 | 0.0% | 0.0% | 242 | -3,424 | -55.43% | Q4 2025 | Jan 28, 2026 |
| GABELLI FUNDS LLC | History | New | 2,701 | 402 | 0.0% | — | 243 | +2,701 | New | Q4 2025 | Feb 05, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,495 | 399 | 0.01% | — | 244 | +2,495 | New | Q4 2025 | Jan 28, 2026 |
| Optimize Financial Inc | History | Added to | 2,673 | 398 | 0.2% | 0.22% | 245 | +36 | 1.37% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,632 | 392 | 0.0% | 0.0% | 246 | -300 | -10.23% | Q4 2025 | Feb 02, 2026 |
| Curi Capital, LLC | History | New | 2,609 | 388 | 0.01% | — | 247 | +2,609 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 2,604 | 387 | 0.02% | 0.03% | 248 | -1,419 | -35.27% | Q4 2025 | Jan 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,572 | 383 | 0.0% | 0.0% | 249 | -314 | -10.88% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,540 | 378 | 0.0% | — | 250 | +2,540 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 2,511 | 374 | 0.0% | 0.0% | 251 | -47 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Magnetar Financial LLC | History | New | 2,489 | 370 | 0.0% | — | 253 | +2,489 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,487 | 370 | 0.0% | 0.0% | 252 | -1,383 | -35.74% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Added to | 2,470 | 367 | 0.03% | 0.04% | 254 | +398 | 19.21% | Q4 2025 | Feb 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 2,457 | 366 | 0.01% | 0.01% | 255 | -100 | -3.91% | Q4 2025 | Feb 04, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 2,450 | 365 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Index Technologies Group LLC | History | New | 2,354 | 350 | 0.37% | — | 257 | +2,354 | New | Q4 2025 | Feb 12, 2026 |
| BURNEY CO/ | History | Reduced | 2,344 | 349 | 0.01% | 0.09% | 258 | -14,651 | -86.21% | Q4 2025 | Jan 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 2,297 | 349 | 0.01% | — | 259 | +2,297 | New | Q4 2025 | Jan 08, 2026 |
| Brooklyn Investment Group | History | New | 2,213 | 338 | 0.02% | — | 260 | +2,213 | New | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 2,203 | 328 | 0.01% | — | 261 | +2,203 | New | Q4 2025 | Mar 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,166 | 322 | 0.0% | 0.0% | 262 | -105 | -4.62% | Q4 2025 | Jan 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,155 | 321 | 0.01% | 0.01% | 263 | +20 | 0.94% | Q4 2025 | Jan 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 2,153 | 320 | 0.05% | — | 264 | +2,153 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 2,146 | 319 | 0.0% | 0.0% | 265 | -1 | -0.05% | Q4 2025 | Feb 03, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 2,140 | 318 | 0.1% | 0.08% | 266 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,115 | 315 | 0.0% | 0.01% | 267 | -723 | -25.48% | Q4 2025 | Jan 16, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 2,077 | 309 | 0.03% | 0.07% | 268 | +54 | 2.67% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,055 | 306 | 0.01% | — | 269 | +2,055 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,049 | 305 | 0.0% | 0.0% | 270 | -1,605 | -43.92% | Q4 2025 | Feb 13, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 2,034 | 303 | 0.08% | 0.12% | 271 | -468 | -18.71% | Q4 2025 | Feb 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 2,006 | 298 | 0.12% | — | 272 | +2,006 | New | Q4 2025 | Jan 27, 2026 |
| EQUITABLE TRUST CO | History | New | 1,982 | 295 | 0.01% | — | 273 | +1,982 | New | Q4 2025 | Feb 02, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,965 | 292 | 0.0% | 0.01% | 274 | -571 | -22.52% | Q4 2025 | Feb 09, 2026 |
| AlphaQuest LLC | History | Added to | 1,964 | 292 | 0.02% | 0.02% | 275 | +146 | 8.03% | Q4 2025 | Feb 09, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 1,958 | 291 | 0.04% | 0.06% | 276 | -960 | -32.9% | Q4 2025 | Jan 21, 2026 |
| Storgate, LLC | History | New | 1,951 | 290 | 0.24% | — | 277 | +1,951 | New | Q4 2025 | Feb 13, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 1,933 | 287 | 0.07% | 0.27% | 278 | -4,768 | -71.15% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,864 | 277 | 0.0% | 0.0% | 279 | -68 | -3.52% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,847 | 275 | 0.0% | 0.0% | 281 | -3,950 | -68.14% | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 1,848 | 275 | 0.01% | — | 280 | +1,848 | New | Q4 2025 | Feb 12, 2026 |
| Kera Capital Partners, Inc. | History | New | 1,789 | 275 | 0.03% | — | 283 | +1,789 | New | Q4 2025 | Feb 23, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,852 | 275 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,836 | 273 | 0.0% | 0.0% | 284 | +60 | 3.38% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 1,830 | 272 | 0.0% | 0.0% | 285 | -13 | -0.71% | Q4 2025 | Feb 05, 2026 |
| Utah Retirement Systems | History | No change | 1,794 | 267 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,743 | 259 | 0.01% | 0.01% | 287 | +169 | 10.74% | Q4 2025 | Feb 17, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 1,739 | 259 | 0.02% | 0.03% | 288 | -48 | -2.69% | Q4 2025 | Feb 05, 2026 |
| Chicago Capital, LLC | History | No change | 1,728 | 257 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Net Worth Advisory Group | History | Reduced | 1,724 | 256 | 0.05% | 0.08% | 290 | -25 | -1.43% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 1,690 | 251 | 0.01% | 0.01% | 291 | -16 | -0.94% | Q4 2025 | Feb 17, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 1,674 | 249 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,651 | 244 | 0.0% | — | 293 | +1,651 | New | Q4 2025 | Jan 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 1,638 | 244 | 0.01% | — | 294 | +1,638 | New | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | New | 1,608 | 239 | 0.12% | — | 295 | +1,608 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,571 | 234 | 0.0% | — | 296 | +1,571 | New | Q4 2025 | Feb 18, 2026 |
| Claret Asset Management Corp | History | Reduced | 1,558 | 232 | 0.03% | 0.03% | 297 | -4 | -0.26% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,557 | 231 | 0.0% | 0.0% | 298 | +24 | 1.57% | Q4 2025 | Mar 20, 2026 |
| Quadrature Capital Ltd | History | Reduced | 1,524 | 227 | 0.0% | 0.01% | 299 | -1,285 | -45.75% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,670 | 226 | 0.01% | 0.02% | 301 | +110 | 7.05% | Q4 2025 | Jan 23, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,520 | 226 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Delta Investment Management, LLC | History | New | 1,488 | 221 | 0.04% | — | 302 | +1,488 | New | Q4 2025 | Jan 30, 2026 |
| Assenagon Asset Management S.A. | History | New | 1,482 | 220 | 0.0% | — | 303 | +1,482 | New | Q4 2025 | Jan 09, 2026 |
| Empowered Funds, LLC | History | Reduced | 1,471 | 219 | 0.0% | 0.05% | 304 | -27,873 | -94.99% | Q4 2025 | Feb 18, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 1,293 | 207 | 0.01% | 0.02% | 305 | -69 | -5.07% | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,376 | 204 | 0.0% | 0.0% | 306 | -82 | -5.62% | Q4 2025 | Feb 06, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,372 | 204 | 0.02% | 0.02% | 307 | -7 | -0.51% | Q4 2025 | Feb 13, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 1,351 | 201 | 0.05% | 0.06% | 308 | -188 | -12.22% | Q4 2025 | Jan 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,087 | 161 | 0.01% | 0.0% | 310 | +675 | 163.83% | Q4 2025 | Feb 06, 2026 |
| Boit C F David | History | No change | 1,000 | 161 | 0.07% | 0.07% | 309 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KBC Group NV | History | No change | 1,046 | 156 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,015 | 151 | 0.01% | 0.01% | 312 | -26 | -2.5% | Q4 2025 | Jan 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 835 | 124 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 813 | 121 | 0.0% | 0.0% | 314 | +1 | 0.12% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 749 | 112 | 0.0% | 0.0% | 315 | +521 | 228.51% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 716 | 106 | 0.0% | 0.0% | 316 | -36 | -4.79% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 689 | 102 | 0.0% | 0.0% | 317 | +563 | 446.83% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 653 | 97 | 0.01% | 0.01% | 318 | +196 | 42.89% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 551 | 82 | 0.0% | 0.0% | 319 | +26 | 4.95% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 547 | 81 | 0.0% | 0.0% | 320 | +164 | 42.82% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 543 | 80 | 0.0% | 0.0% | 321 | -126 | -18.83% | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | Reduced | 541 | 80 | 0.02% | 0.02% | 322 | -103 | -15.99% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | New | 535 | 79 | 0.0% | — | 323 | +535 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 498 | 74 | 0.0% | — | 325 | +498 | New | Q4 2025 | Feb 05, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 74 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 480 | 71 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 464 | 69 | 0.01% | 0.02% | 327 | -246 | -34.65% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 450 | 67 | 0.0% | 0.0% | 328 | +307 | 214.69% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 425 | 64 | 0.0% | 0.0% | 329 | +55 | 14.86% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 402 | 59 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bangor Savings Bank | History | No change | 380 | 56 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 371 | 55 | 0.0% | 0.0% | 332 | +257 | 225.44% | Q4 2025 | Feb 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 300 | 44 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | No change | 300 | 44 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 280 | 41 | 0.0% | 0.0% | 335 | -269 | -49.0% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 250 | 37 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | Added to | 237 | 35 | 0.0% | 0.0% | 337 | +94 | 65.73% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 236 | 35 | 0.0% | 0.0% | 338 | -93 | -28.27% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 237 | 35 | 0.0% | 0.0% | 339 | +59 | 33.15% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | New | 233 | 34 | 0.0% | — | 340 | +233 | New | Q4 2025 | Feb 17, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 214 | 31 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Truvestments Capital LLC | History | Reduced | 208 | 30 | 0.01% | 0.01% | 343 | -47 | -18.43% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 203 | 30 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 179 | 26 | 0.0% | 0.0% | 344 | -50 | -21.83% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 168 | 25 | 0.0% | — | 345 | +168 | New | Q4 2025 | Feb 11, 2026 |
| Core Alternative Capital | History | No change | 171 | 25 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 167 | 24 | 0.0% | 0.0% | 347 | -8 | -4.57% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | New | 151 | 22 | 0.0% | — | 348 | +151 | New | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 137 | 20 | 0.0% | — | 349 | +137 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 129 | 19 | 0.0% | — | 350 | +129 | New | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 129 | 19 | 0.0% | — | 351 | +126 | 4200.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 122 | 18 | 0.0% | 0.0% | 352 | -1,857 | -93.84% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 120 | 17 | 0.0% | — | 353 | +120 | New | Q4 2025 | Jan 21, 2026 |
| Quarry LP | History | Added to | 109 | 16 | 0.0% | 0.0% | 354 | +21 | 23.86% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 104 | 15 | 0.0% | — | 356 | +104 | New | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Added to | 107 | 15 | 0.0% | 0.0% | 357 | +93 | 664.29% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 101 | 15 | 0.0% | 0.0% | 355 | -6 | -5.61% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 98 | 14 | 0.0% | — | 359 | +92 | 1533.33% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Reduced | 96 | 14 | 0.0% | 0.0% | 362 | -15 | -13.51% | Q4 2025 | Jan 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 100 | 14 | 0.0% | 0.0% | 363 | +4 | 4.17% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 95 | 14 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 101 | 14 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 74 | 11 | 0.0% | — | 364 | +74 | New | Q4 2025 | Jan 15, 2026 |
| Smithfield Trust Co | History | No change | 67 | 10 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 62 | 9 | 0.0% | 0.0% | 368 | -62 | -50.0% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 67 | 9 | 0.0% | 0.0% | 367 | +29 | 76.32% | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 65 | 9 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Covestor Ltd | History | No change | 57 | 9 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 52 | 7 | 0.0% | 0.0% | 370 | -40 | -43.48% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 42 | 6 | 0.0% | 0.0% | 371 | +1 | 2.44% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 38 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 43 | 6 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 32 | 4 | 0.0% | 0.0% | 377 | -32 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Signature Equity Partners, LLC | History | New | 28 | 4 | 0.0% | — | 378 | +28 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 32 | 4 | 0.0% | 0.0% | 376 | -17 | -34.69% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 28 | 4 | 0.0% | 0.0% | 375 | +15 | 115.38% | Q4 2025 | Jan 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 31 | 4 | 0.0% | 0.0% | 374 | -1 | -3.13% | Q4 2025 | Feb 03, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 25 | 3 | 0.0% | 0.0% | 382 | -50 | -66.67% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 26 | 3 | 0.0% | 0.0% | 380 | +14 | 116.67% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 23 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Concord Wealth Partners | History | No change | 24 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14 | 2 | 0.0% | — | 389 | +14 | New | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20 | 2 | 0.0% | 0.0% | 384 | +8 | 66.67% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | No change | 15 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PFS Partners, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fairscale Capital, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 12 | 1 | 0.0% | — | 402 | +12 | New | Q4 2025 | Jan 27, 2026 |
| First Command Advisory Services, Inc. | History | New | 9 | 1 | 0.0% | — | 395 | +9 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 9 | 1 | 0.0% | — | 400 | +9 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 8 | 1 | 0.0% | — | 394 | +8 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 7 | 1 | 0.0% | — | 396 | +7 | New | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 8 | 1 | 0.0% | 0.0% | 398 | -2 | -20.0% | Q4 2025 | Jan 15, 2026 |
| Rossby Financial, LCC | History | Added to | 10 | 1 | 0.0% | 0.0% | 401 | +2 | 25.0% | Q4 2025 | Feb 12, 2026 |
| J.Safra Asset Management Corp | History | No change | 9 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 8 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Wealth Watch Advisors, INC | History | No change | 10 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -131,675 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.07% | — | -57,283 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -27,692 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.11% | — | -17,855 | -100.0% | Q3 2025 | Nov 17, 2025 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -10,196 | -100.0% | Q3 2025 | Nov 07, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -5,414 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,195 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,687 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -2,698 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,525 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,415 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,363 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,311 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,307 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,286 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,195 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -956 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -535 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STEPH & CO | History | Closed out | 0 | 0 | — | 0.01% | — | -221 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -220 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -108 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Oct 23, 2025 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Torren Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| Ares Financial Consulting, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Principia Wealth Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q4 2025 | Jan 12, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| TORONTO DOMINION BANK | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 6 | 0 | — | 0.0% | — | -1 | -14.29% | Q4 2025 | Jan 16, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cromwell Holdings LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |