WHIRLPOOL CORP /DE/ - WHR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 | Reduced | 6,255,649 | 451,282 | 0.01% | 0.01% | 1 | -59,078 | -0.94% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,484,838 | 395,676 | 0.01% | 0.01% | 2 | -13,034 | -0.24% | Q4 2025 | Jan 29, 2026 |
| Appaloosa LP | History | Reduced | 3,910,000 | 282,067 | 4.07% | 5.85% | 3 | -1,590,000 | -28.91% | Q4 2025 | Feb 17, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 3,816,068 | 275,291 | 0.21% | 0.26% | 4 | -493,810 | -11.46% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 3,693,162 | 266,424 | 0.01% | 0.01% | 5 | +494,600 | 15.46% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,429,230 | 175,244 | 0.03% | 0.03% | 6 | +80,122 | 3.41% | Q4 2025 | Feb 13, 2026 |
| Newport Trust Company, LLC | History | Added to | 2,391,252 | 172,504 | 0.41% | 0.39% | 7 | +221,564 | 10.21% | Q4 2025 | Feb 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,843,623 | 132,998 | 0.03% | 0.03% | 8 | -77,666 | -4.04% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,786,673 | 128,890 | 0.01% | 0.02% | 9 | +73,344 | 4.28% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,737,686 | 125,356 | 0.0% | 0.0% | 10 | -9,626 | -0.55% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,279,044 | 92,472 | 0.01% | 0.01% | 11 | +29,162 | 2.33% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,066,727 | 76,953 | 0.08% | 0.11% | 12 | -131,695 | -10.99% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 975,454 | 70,369 | 0.0% | 0.01% | 13 | -270,253 | -21.69% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 926,357 | 66,827 | 0.01% | 0.01% | 14 | +124,876 | 15.58% | Q4 2025 | Feb 17, 2026 |
| RWWM, Inc. | History | Added to | 830,769 | 59,931 | 4.12% | 3.12% | 15 | +275,389 | 49.59% | Q4 2025 | Feb 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 761,228 | 54,915 | 0.76% | 0.64% | 16 | +144,189 | 23.37% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 721,738 | 52,066 | 0.9% | 1.04% | 17 | +2,424 | 0.34% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 712,340 | 51,388 | 0.01% | 0.01% | 18 | +258,396 | 56.92% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 602,703 | 43,478 | 0.02% | 0.0% | 19 | +472,535 | 363.02% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 550,175 | 39,690 | 0.04% | 0.04% | 20 | +148,535 | 36.98% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 527,479 | 38,052 | 0.01% | 0.01% | 21 | +104,181 | 24.61% | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | Added to | 484,590 | 34,958 | 0.0% | 0.0% | 22 | +3,068 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 478,747 | 34,536 | 0.01% | 0.01% | 23 | -3,327 | -0.69% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 473,206 | 34,137 | 0.02% | 0.01% | 24 | +163,589 | 52.84% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 447,951 | 32,315 | 0.07% | 0.14% | 25 | -365,606 | -44.94% | Q4 2025 | Feb 06, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | New | 443,215 | 31,974 | 1.44% | — | 26 | +443,215 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 443,013 | 31,958 | 0.0% | — | 27 | +443,013 | New | Q4 2025 | Feb 10, 2026 |
| Slate Path Capital LP | History | Reduced | 433,700 | 31,287 | 0.42% | 1.01% | 28 | -396,300 | -47.75% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 418,700 | 30,205 | 0.08% | 0.06% | 29 | +144,900 | 52.92% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 418,354 | 30,181 | 0.02% | 0.02% | 30 | -13,988 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Maple Rock Capital Partners Inc. | History | Added to | 404,000 | 29,144 | 0.96% | 0.57% | 31 | +219,600 | 119.09% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 380,676 | 27,461 | 0.18% | — | 32 | +380,676 | New | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 109,923 | 26,698 | 0.01% | 0.02% | 33 | +12,737 | 13.11% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 329,423 | 23,764 | 0.0% | 0.01% | 34 | -257,675 | -43.89% | Q4 2025 | Feb 10, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 324,777 | 23,429 | 0.02% | 0.03% | 35 | -7,343 | -2.21% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 324,730 | 23,426 | 0.0% | — | 36 | +324,730 | New | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | New | 315,070 | 22,729 | 0.16% | — | 37 | +315,070 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Added to | 312,239 | 22,524 | 0.26% | 0.29% | 38 | +11,963 | 3.98% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 301,181 | 21,727 | 0.0% | 0.0% | 39 | +48,539 | 19.21% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 296,188 | 21,367 | 0.0% | 0.0% | 40 | +15,775 | 5.63% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | No change | 291,517 | 21,030 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 290,152 | 20,931 | 0.0% | 0.0% | 42 | -76,236 | -20.81% | Q4 2025 | Mar 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 288,670 | 20,824 | 0.0% | 0.0% | 43 | +97,221 | 50.78% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 278,568 | 20,095 | 0.01% | 0.02% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 254,855 | 18,385 | 0.05% | 0.01% | 45 | +231,662 | 998.84% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Reduced | 238,300 | 17,190 | 0.02% | 0.02% | 46 | -22,600 | -8.66% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 217,743 | 15,707 | 0.03% | — | 47 | +217,743 | New | Q4 2025 | Feb 17, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 210,118 | 15,157 | 0.93% | 0.98% | 48 | +25,496 | 13.81% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 192,972 | 13,920 | 0.02% | 0.01% | 49 | +50,685 | 35.62% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 181,100 | 13,064 | 0.01% | — | 50 | +181,100 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 178,800 | 12,898 | 0.0% | 0.0% | 51 | -91,809 | -33.93% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 173,782 | 12,536 | 0.0% | 0.0% | 52 | -1,004 | -0.57% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 165,000 | 11,903 | 0.17% | 0.19% | 53 | +5,000 | 3.13% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 151,848 | 10,954 | 0.03% | 0.02% | 54 | +99,748 | 191.45% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 149,000 | 10,748 | 0.01% | 0.01% | 55 | +46,000 | 44.66% | Q4 2025 | Feb 17, 2026 |
| Hodges Capital Management Inc. | History | New | 148,784 | 10,733 | 0.92% | — | 56 | +148,784 | New | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 142,191 | 10,257 | 0.01% | 0.01% | 57 | -3,528 | -2.42% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 132,900 | 9,587 | 0.02% | 63.91% | 58 | -42,246 | -24.12% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 132,582 | 9,564 | 0.03% | 0.03% | 59 | +37,161 | 38.94% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 124,901 | 9,010 | 0.01% | 0.0% | 60 | +122,262 | 4632.89% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 121,663 | 8,776 | 0.01% | 0.01% | 61 | +40,425 | 49.76% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 120,718 | 8,708 | 0.0% | 0.0% | 62 | -3,412 | -2.75% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 120,708 | 8,707 | 0.01% | 0.01% | 63 | +35,922 | 42.37% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 111,643 | 8,053 | 0.47% | 0.41% | 64 | +26,711 | 31.45% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 110,200 | 7,949 | 0.0% | 0.0% | 65 | +2,400 | 2.23% | Q4 2025 | Feb 12, 2026 |
| Impala Asset Management LLC | History | New | 110,000 | 7,935 | 5.0% | — | 66 | +110,000 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 108,455 | 7,823 | 0.0% | 0.0% | 67 | -6,009 | -5.25% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 106,048 | 7,650 | 0.01% | 0.0% | 68 | +27,291 | 34.65% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 105,138 | 7,584 | 0.0% | 0.0% | 69 | -17,500 | -14.27% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 103,147 | 7,441 | 0.12% | 0.13% | 70 | +4,708 | 4.78% | Q4 2025 | Feb 12, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 102,273 | 7,377 | 0.31% | 0.43% | 71 | +25,000 | 32.35% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 101,907 | 7,352 | 0.01% | 0.01% | 72 | +49,903 | 95.96% | Q4 2025 | Jan 09, 2026 |
| South Dakota Investment Council | History | Added to | 100,679 | 7,263 | 0.14% | 0.15% | 73 | +900 | 0.9% | Q4 2025 | Feb 12, 2026 |
| M&G Plc | History | Added to | 100,395 | 7,228 | 0.04% | 0.04% | 74 | +7,934 | 8.58% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 100,158 | 7,225 | 0.29% | 0.21% | 75 | +37,408 | 59.61% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 98,361 | 7,095 | 0.0% | 0.0% | 76 | -15,863 | -13.89% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 92,763 | 6,691 | 0.05% | — | 77 | +92,763 | New | Q4 2025 | Feb 17, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 88,184 | 6,361 | 0.75% | 0.76% | 78 | +7,588 | 9.41% | Q4 2025 | Jan 27, 2026 |
| Access Investment Management LLC | History | No change | 76,985 | 6,051 | 1.63% | 1.63% | 79 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FISHMAN JAY A LTD/MI | History | Reduced | 82,717 | 5,967 | 0.49% | 0.92% | 80 | -54,145 | -39.56% | Q4 2025 | Jan 28, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 80,510 | 5,807 | 0.0% | 0.0% | 81 | +2,455 | 3.15% | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 76,077 | 5,488 | 0.86% | 1.0% | 82 | -5,111 | -6.3% | Q4 2025 | Jan 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 74,117 | 5,346 | 0.02% | 0.01% | 83 | +50,961 | 220.08% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | New | 72,503 | 5,230 | 0.02% | — | 84 | +72,503 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 72,035 | 5,196 | 0.0% | 0.0% | 85 | -151 | -0.21% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 69,407 | 5,007 | 0.0% | 0.0% | 86 | +1,895 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 67,654 | 4,880 | 0.02% | 0.04% | 87 | -41,198 | -37.85% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 67,388 | 4,861 | 0.02% | 0.02% | 88 | -192 | -0.28% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,401 | 4,645 | 0.0% | 0.0% | 89 | +4,113 | 6.82% | Q4 2025 | Feb 10, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 62,901 | 4,537 | 0.01% | 0.01% | 90 | +9,957 | 18.81% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 62,004 | 4,472 | 0.01% | 0.02% | 91 | -102,797 | -62.38% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 61,449 | 4,434 | 0.01% | 0.01% | 92 | -14,721 | -19.33% | Q4 2025 | Feb 17, 2026 |
| KWMG, LLC | History | Added to | 61,429 | 4,431 | 0.38% | 0.38% | 93 | +6,366 | 11.56% | Q4 2025 | Jan 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 56,197 | 4,054 | 0.01% | — | 94 | +56,197 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 54,143 | 3,918 | 0.0% | 0.0% | 95 | -6,001 | -9.98% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 53,511 | 3,860 | 0.0% | 0.0% | 96 | -18,980 | -26.18% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 52,317 | 3,774 | 0.0% | 0.0% | 97 | -48 | -0.09% | Q4 2025 | Feb 17, 2026 |
| LHM, INC. | History | No change | 52,022 | 3,752 | 1.4% | 1.35% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 51,559 | 3,719 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 50,762 | 3,661 | 0.01% | 0.01% | 100 | -1,366 | -2.62% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,545 | 3,574 | 0.01% | 0.01% | 101 | +21,800 | 78.57% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 48,493 | 3,498 | 0.02% | 0.01% | 102 | +22,247 | 84.76% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,603 | 3,218 | 0.0% | 0.0% | 103 | +1,971 | 4.62% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 44,117 | 3,182 | 0.0% | 0.0% | 104 | +3,437 | 8.45% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 43,407 | 3,133 | 0.1% | 0.12% | 105 | -1,557 | -3.46% | Q4 2025 | Feb 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 43,302 | 3,123 | 0.02% | 0.01% | 106 | +20,244 | 87.8% | Q4 2025 | Feb 11, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | Added to | 42,500 | 3,065 | 0.1% | 0.04% | 107 | +25,000 | 142.86% | Q4 2025 | Feb 13, 2026 |
| QSM Asset Management Ltd | History | No change | 40,456 | 2,918 | 1.67% | 2.23% | 108 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 40,365 | 2,911 | 0.53% | 0.46% | 109 | +6,150 | 17.97% | Q4 2025 | Feb 13, 2026 |
| Truffle Hound Capital, LLC | History | No change | 40,000 | 2,885 | 0.75% | 0.88% | 110 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 38,834 | 2,801 | 0.0% | — | 111 | +38,834 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,654 | 2,789 | 0.01% | 0.01% | 112 | -4,512 | -10.45% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 38,218 | 2,757 | 0.0% | 0.0% | 113 | -3,354 | -8.07% | Q4 2025 | Feb 06, 2026 |
| CREDIT AGRICOLE S A | History | New | 38,103 | 2,748 | 0.01% | — | 114 | +38,103 | New | Q4 2025 | Feb 17, 2026 |
| First Dallas Securities Inc. | History | Added to | 38,104 | 2,748 | 1.02% | 0.14% | 115 | +33,476 | 723.34% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 38,049 | 2,746 | 0.0% | 0.0% | 116 | -3,117 | -7.57% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,003 | 2,741 | 0.04% | 0.04% | 117 | +1,895 | 5.25% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 37,663 | 2,717 | 0.01% | 0.01% | 118 | +9,825 | 35.29% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,040 | 2,599 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 35,329 | 2,548 | 0.01% | 0.0% | 120 | +12,951 | 57.87% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 35,047 | 2,528 | 0.01% | 0.01% | 121 | +4,467 | 14.61% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 34,979 | 2,523 | 0.0% | 0.0% | 122 | -125 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 32,675 | 2,357 | 0.03% | 0.01% | 123 | +17,609 | 116.88% | Q4 2025 | Feb 17, 2026 |
| Seven Six Capital Management, LLC | History | Reduced | 32,575 | 2,349 | 2.36% | 2.96% | 124 | -5,650 | -14.78% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 32,426 | 2,339 | 0.06% | 0.04% | 125 | +22,926 | 241.33% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 31,488 | 2,271 | 0.0% | 0.0% | 126 | +11,397 | 56.73% | Q4 2025 | Feb 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 31,404 | 2,265 | 0.01% | 0.01% | 127 | +7,290 | 30.23% | Q4 2025 | Jan 30, 2026 |
| Truvestments Capital LLC | History | Reduced | 31,051 | 2,240 | 0.41% | 0.47% | 128 | -1,909 | -5.79% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,211 | 2,179 | 0.01% | 0.01% | 129 | -542 | -1.76% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 30,100 | 2,171 | 0.0% | — | 130 | +30,100 | New | Q4 2025 | Feb 17, 2026 |
| Monaco Asset Management SAM | History | New | 30,000 | 2,164 | 0.37% | — | 131 | +30,000 | New | Q4 2025 | Feb 10, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 28,979 | 2,090 | 0.53% | 1.11% | 132 | -25,479 | -46.79% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 28,855 | 2,081 | 0.0% | 0.01% | 133 | -47,528 | -62.22% | Q4 2025 | Feb 12, 2026 |
| Aquatic Capital Management LLC | History | New | 28,182 | 2,033 | 0.06% | — | 134 | +28,182 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 28,149 | 2,030 | 0.01% | 0.01% | 135 | +2,048 | 7.85% | Q4 2025 | Jan 26, 2026 |
| Engineers Gate Manager LP | History | Reduced | 28,102 | 2,027 | 0.02% | 0.04% | 136 | -17,183 | -37.94% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 27,728 | 2,000 | 0.0% | 0.0% | 137 | +413 | 1.51% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 27,395 | 1,976 | 0.01% | 0.01% | 138 | -1,295 | -4.51% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 26,201 | 1,889 | 0.0% | 0.0% | 139 | -3,481 | -11.73% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 25,806 | 1,861 | 0.02% | 0.05% | 140 | -24,048 | -48.24% | Q4 2025 | Jan 21, 2026 |
| J. Goldman & Co LP | History | New | 25,771 | 1,859 | 0.05% | — | 141 | +25,771 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 25,610 | 1,847 | 0.0% | 0.0% | 142 | -11,165 | -30.36% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 25,340 | 1,828 | 0.01% | 0.01% | 143 | -145 | -0.57% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 25,055 | 1,807 | 0.0% | 0.0% | 144 | -10,296 | -29.13% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,900 | 1,724 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,930 | 1,716 | 0.02% | 0.02% | 146 | -452 | -2.22% | Q4 2025 | Jan 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 23,375 | 1,686 | 0.01% | 0.01% | 147 | -375 | -1.58% | Q4 2025 | Feb 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 23,368 | 1,685 | 0.02% | 0.02% | 148 | -2,446 | -9.48% | Q4 2025 | Feb 10, 2026 |
| Quantbot Technologies LP | History | Reduced | 23,089 | 1,665 | 0.06% | 0.25% | 149 | -93,544 | -80.2% | Q4 2025 | Feb 10, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | New | 23,000 | 1,659 | 0.05% | — | 150 | +23,000 | New | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 22,985 | 1,658 | 0.01% | 0.01% | 151 | -643 | -2.72% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 22,478 | 1,622 | 0.01% | 0.01% | 152 | -1,640 | -6.8% | Q4 2025 | Feb 13, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 21,741 | 1,568 | 0.09% | 0.1% | 153 | -938 | -4.14% | Q4 2025 | Jan 29, 2026 |
| Holocene Advisors, LP | History | Reduced | 21,539 | 1,553 | 0.0% | 0.01% | 154 | -47,252 | -68.69% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 21,512 | 1,552 | 0.06% | 0.09% | 155 | +2,084 | 10.73% | Q4 2025 | Feb 23, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 19,400 | 1,551 | 0.0% | 0.01% | 156 | -830 | -4.1% | Q4 2025 | Feb 18, 2026 |
| EDMP, INC. | History | Reduced | 21,392 | 1,543 | 1.27% | 1.35% | 157 | -348 | -1.6% | Q4 2025 | Jan 21, 2026 |
| COMMERCE BANK | History | Reduced | 20,681 | 1,491 | 0.01% | 0.02% | 158 | -18,845 | -47.68% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | New | 20,570 | 1,483 | 0.01% | — | 159 | +20,570 | New | Q4 2025 | Feb 13, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 20,080 | 1,448 | 0.25% | 0.32% | 160 | -2,900 | -12.62% | Q4 2025 | Feb 09, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 19,524 | 1,408 | 0.76% | 0.89% | 161 | -285 | -1.44% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 19,273 | 1,390 | 0.0% | 0.0% | 162 | +9,688 | 101.07% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 19,077 | 1,376 | 0.0% | 0.0% | 163 | +1,367 | 7.72% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 15,367 | 1,338 | 0.04% | 0.02% | 164 | +7,157 | 87.17% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 18,285 | 1,319 | 0.0% | 0.0% | 165 | +7,563 | 70.54% | Q4 2025 | Jan 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,147 | 1,309 | 0.0% | 0.0% | 166 | +1,438 | 8.61% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Holdings, LLC | History | New | 17,816 | 1,285 | 0.43% | — | 167 | +17,816 | New | Q4 2025 | Feb 12, 2026 |
| Harvest Investment Advisors, LLC | History | New | 17,765 | 1,281 | 0.73% | — | 168 | +17,765 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 17,630 | 1,271 | 0.01% | 0.01% | 169 | -2,542 | -12.6% | Q4 2025 | Jan 29, 2026 |
| Baypointe Partners LLC | History | New | 17,552 | 1,266 | 2.66% | — | 170 | +17,552 | New | Q4 2025 | Feb 02, 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | History | New | 17,538 | 1,265 | 0.39% | — | 171 | +17,538 | New | Q4 2025 | Jan 06, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 17,190 | 1,240 | 0.08% | — | 172 | +17,190 | New | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,836 | 1,214 | 0.03% | 0.03% | 173 | +3,375 | 25.07% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 16,719 | 1,206 | 0.0% | 0.0% | 174 | -5,411 | -24.45% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,001 | 1,196 | 0.0% | 0.0% | 175 | +1,526 | 11.32% | Q4 2025 | Jan 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,408 | 1,184 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 16,146 | 1,164 | 0.0% | 0.0% | 177 | -613 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 16,127 | 1,163 | 0.01% | 0.01% | 178 | +1,013 | 6.7% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 15,657 | 1,129 | 0.0% | 0.0% | 179 | +3,652 | 30.42% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 15,604 | 1,125 | 0.01% | 0.01% | 180 | -851 | -5.17% | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,509 | 1,118 | 0.08% | 0.16% | 182 | -3,592 | -18.81% | Q4 2025 | Feb 03, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,500 | 1,118 | 0.02% | 0.02% | 181 | -100 | -0.64% | Q4 2025 | Jan 16, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 15,274 | 1,101 | 0.17% | — | 183 | +15,274 | New | Q4 2025 | Feb 11, 2026 |
| F/m Investments LLC | History | Reduced | 15,243 | 1,099 | 0.04% | 0.05% | 184 | -128 | -0.83% | Q4 2025 | Feb 03, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 15,100 | 1,089 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 14,881 | 1,073 | 0.12% | 0.13% | 186 | +737 | 5.21% | Q4 2025 | Jan 26, 2026 |
| Havemeyer Place LP | History | New | 14,790 | 1,066 | 0.21% | — | 187 | +14,790 | New | Q4 2025 | Feb 11, 2026 |
| Arnhold LLC | History | No change | 14,200 | 1,024 | 0.08% | 0.09% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,051 | 1,013 | 0.01% | 0.01% | 189 | -294 | -2.05% | Q4 2025 | Feb 10, 2026 |
| CenterBook Partners LP | History | Reduced | 13,925 | 1,004 | 0.05% | 0.09% | 190 | -8,911 | -39.02% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,802 | 995 | 0.01% | 0.01% | 191 | +3,212 | 30.33% | Q4 2025 | Feb 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 13,520 | 975 | 0.01% | 0.01% | 192 | -1,087 | -7.44% | Q4 2025 | Feb 17, 2026 |
| SEARLE & CO. | History | Added to | 13,450 | 970 | 0.25% | 0.25% | 193 | +1,250 | 10.25% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 13,300 | 959 | 0.0% | 0.01% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 13,034 | 940 | 0.05% | 0.02% | 195 | +9,458 | 264.49% | Q4 2025 | Feb 17, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 13,013 | 938 | 0.01% | 0.01% | 196 | +1,700 | 15.03% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,744 | 919 | 0.0% | 0.0% | 197 | -197 | -1.52% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 12,563 | 906 | 0.01% | 0.01% | 198 | +104 | 0.83% | Q4 2025 | Feb 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,500 | 901 | 0.0% | 0.0% | 199 | +100 | 0.81% | Q4 2025 | Jan 28, 2026 |
| Round Hill Asset Management | History | Reduced | 12,426 | 896 | 0.56% | 0.72% | 200 | -1,448 | -10.44% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | New | 12,393 | 894 | 0.01% | — | 201 | +12,393 | New | Q4 2025 | Jan 29, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 12,019 | 867 | 0.21% | 0.18% | 202 | +2,799 | 30.36% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 11,964 | 863 | 0.0% | 0.0% | 203 | -4,593 | -27.74% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,766 | 848 | 0.02% | 0.02% | 204 | +65 | 0.56% | Q4 2025 | Feb 02, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 11,566 | 834 | 0.47% | 0.38% | 205 | +3,521 | 43.77% | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,500 | 830 | 0.02% | 0.03% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 11,470 | 827 | 0.02% | — | 208 | +11,470 | New | Q4 2025 | Feb 17, 2026 |
| Applied Finance Capital Management, LLC | History | Added to | 11,475 | 827 | 0.06% | 0.05% | 207 | +2,794 | 32.19% | Q4 2025 | Feb 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,240 | 810 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Entropy Technologies, LP | History | Added to | 10,818 | 780 | 0.04% | 0.03% | 210 | +5,258 | 94.57% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 10,712 | 772 | 0.04% | 0.04% | 211 | +803 | 8.1% | Q4 2025 | Jan 26, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,624 | 766 | 0.0% | 0.0% | 212 | -9,189 | -46.38% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,364 | 747 | 0.02% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,318 | 744 | 0.0% | 0.0% | 214 | -607 | -5.56% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 10,290 | 742 | 0.02% | 0.03% | 215 | -187 | -1.78% | Q4 2025 | Feb 11, 2026 |
| TCM Advisors, LLC | History | Reduced | 10,218 | 737 | 0.06% | 0.08% | 216 | -100 | -0.97% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 10,200 | 735 | 0.0% | 0.01% | 217 | -61,177 | -85.71% | Q4 2025 | Mar 12, 2026 |
| Lipe & Dalton | History | No change | 10,090 | 728 | 0.36% | 0.39% | 218 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RiverFront Investment Group, LLC | History | No change | 10,000 | 721 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mork Capital Management, LLC | History | No change | 10,000 | 721 | 0.44% | 0.54% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,846 | 706 | 0.02% | 0.02% | 221 | -2,772 | -21.97% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 9,521 | 686 | 0.0% | 0.0% | 222 | +3,775 | 65.7% | Q4 2025 | Mar 20, 2026 |
| SCS Capital Management LLC | History | Reduced | 9,478 | 683 | 0.01% | 0.01% | 223 | -444 | -4.47% | Q4 2025 | Feb 10, 2026 |
| Carson Advisory Inc. | History | Reduced | 9,450 | 681 | 0.35% | 0.43% | 224 | -650 | -6.44% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | New | 9,156 | 660 | 0.01% | — | 225 | +9,156 | New | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | Reduced | 9,091 | 655 | 0.01% | 0.02% | 226 | -1,600 | -14.97% | Q4 2025 | Feb 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,853 | 638 | 0.0% | 0.0% | 227 | -16,548 | -65.15% | Q4 2025 | Feb 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,725 | 630 | 0.05% | 0.0% | 229 | +8,701 | 36254.17% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Reduced | 9,262 | 630 | 0.0% | 0.01% | 228 | -1,117 | -10.76% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | New | 8,725 | 629 | 0.01% | — | 230 | +8,725 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,722 | 629 | 0.0% | 0.0% | 231 | +682 | 8.48% | Q4 2025 | Jan 29, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 8,548 | 616 | 0.12% | 0.13% | 232 | -249 | -2.83% | Q4 2025 | Feb 04, 2026 |
| TWINBEECH CAPITAL LP | History | New | 8,400 | 605 | 0.04% | — | 233 | +8,400 | New | Q4 2025 | Feb 17, 2026 |
| Westhampton Capital, LLC | History | Reduced | 8,190 | 590 | 0.28% | 0.43% | 234 | -3,000 | -26.81% | Q4 2025 | Jan 30, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 7,958 | 574 | 0.02% | 0.02% | 235 | -709 | -8.18% | Q4 2025 | Jan 14, 2026 |
| Edgestream Partners, L.P. | History | New | 7,837 | 565 | 0.02% | — | 236 | +7,837 | New | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 7,700 | 555 | 0.0% | 0.0% | 237 | +700 | 10.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,665 | 552 | 0.0% | 0.0% | 238 | +7,528 | 5494.89% | Q4 2025 | Jan 27, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 7,475 | 539 | 0.06% | 0.03% | 239 | +4,700 | 169.37% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,244 | 537 | 0.01% | 0.01% | 240 | -938 | -11.46% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,403 | 534 | 0.0% | 0.0% | 241 | +1,105 | 17.55% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Reduced | 7,356 | 530 | 0.01% | 0.01% | 242 | -435 | -5.58% | Q4 2025 | Jan 13, 2026 |
| Byrne Asset Management LLC | History | Reduced | 7,295 | 526 | 0.29% | 0.35% | 243 | -22 | -0.3% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,122 | 513 | 0.0% | 0.0% | 244 | +1,675 | 30.75% | Q4 2025 | Feb 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 6,929 | 499 | 0.12% | 0.29% | 245 | -16,787 | -70.78% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | Reduced | 6,775 | 488 | 0.09% | 0.1% | 246 | -375 | -5.24% | Q4 2025 | Jan 06, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 6,723 | 484 | 0.0% | 0.0% | 247 | -3,415 | -33.69% | Q4 2025 | Feb 24, 2026 |
| Caprock Group, LLC | History | New | 6,699 | 483 | 0.01% | — | 249 | +6,699 | New | Q4 2025 | Jan 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,704 | 483 | 0.03% | 0.03% | 248 | +373 | 5.89% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,411 | 462 | 0.01% | 0.01% | 250 | -277 | -4.14% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,333 | 456 | 0.0% | 0.0% | 251 | -11,372 | -64.23% | Q4 2025 | Feb 02, 2026 |
| GatePass Capital, LLC | History | Reduced | 6,300 | 454 | 0.23% | 0.37% | 252 | -1,800 | -22.22% | Q4 2025 | Feb 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 6,022 | 434 | 0.0% | 0.0% | 253 | +347 | 6.11% | Q4 2025 | Jan 28, 2026 |
| PSI Advisors, LLC | History | Reduced | 5,965 | 430 | 0.11% | 0.15% | 254 | -1,504 | -20.14% | Q4 2025 | Feb 09, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 5,864 | 423 | 0.14% | 0.18% | 255 | -883 | -13.09% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,777 | 416 | 0.0% | 0.0% | 256 | +1,530 | 36.03% | Q4 2025 | Mar 09, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,659 | 408 | 0.01% | 0.01% | 257 | -693 | -10.91% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,577 | 402 | 0.0% | 0.0% | 258 | -400 | -6.69% | Q4 2025 | Jan 23, 2026 |
| XPONANCE LLC | History | Reduced | 5,473 | 394 | 0.0% | 0.0% | 259 | -1,057 | -16.19% | Q4 2025 | Feb 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 5,295 | 381 | 0.04% | — | 260 | +5,295 | New | Q4 2025 | Jan 27, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 5,209 | 375 | 0.03% | — | 261 | +5,209 | New | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,957 | 358 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 4,915 | 354 | 0.0% | 0.0% | 263 | +2,125 | 76.16% | Q4 2025 | Jan 30, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,914 | 354 | 0.02% | 0.02% | 264 | -1,895 | -27.83% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,897 | 353 | 0.0% | 0.0% | 265 | +674 | 15.96% | Q4 2025 | Jan 05, 2026 |
| ESL Trust Services, LLC | History | Reduced | 4,900 | 353 | 0.07% | 0.08% | 266 | -5 | -0.1% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 4,829 | 348 | 0.0% | — | 267 | +4,829 | New | Q4 2025 | Feb 17, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 4,825 | 348 | 0.15% | 0.17% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 4,821 | 347 | 0.01% | 0.0% | 269 | +3,196 | 196.68% | Q4 2025 | Feb 13, 2026 |
| Berman McAleer LLC | History | No change | 4,634 | 334 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 4,623 | 333 | 0.02% | 0.03% | 271 | -492 | -9.62% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | New | 3,879 | 331 | 0.01% | — | 272 | +3,879 | New | Q4 2025 | Jan 28, 2026 |
| IFG Advisory, LLC | History | Added to | 4,428 | 319 | 0.01% | 0.02% | 273 | +90 | 2.07% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Added to | 4,270 | 308 | 0.01% | 0.01% | 274 | +1,673 | 64.42% | Q4 2025 | Jan 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 3,992 | 306 | 0.01% | 0.01% | 275 | -262 | -6.16% | Q4 2025 | Jan 08, 2026 |
| LCNB CORP | History | Reduced | 4,236 | 305 | 0.1% | 0.12% | 276 | -186 | -4.21% | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | New | 4,215 | 304 | 0.02% | — | 277 | +4,215 | New | Q4 2025 | Feb 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 4,151 | 299 | 0.0% | 0.01% | 279 | -1,123 | -21.29% | Q4 2025 | Feb 17, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 4,156 | 299 | 0.0% | 0.0% | 278 | -5 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 4,120 | 297 | 0.09% | 0.14% | 281 | -2,000 | -32.68% | Q4 2025 | Feb 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 4,119 | 297 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 4,091 | 295 | 0.03% | 0.03% | 282 | -175 | -4.1% | Q4 2025 | Jan 16, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,057 | 292 | 0.01% | 0.01% | 283 | -100 | -2.41% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 4,030 | 290 | 0.0% | 0.0% | 284 | -49 | -1.2% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | New | 4,016 | 289 | 0.01% | — | 285 | +4,016 | New | Q4 2025 | Feb 11, 2026 |
| SIG BROKERAGE, LP | History | New | 4,000 | 288 | 0.01% | — | 286 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 3,988 | 287 | 0.08% | 0.08% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,959 | 285 | 0.0% | 0.0% | 288 | -492 | -11.05% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,944 | 284 | 0.0% | 0.0% | 289 | +280 | 7.64% | Q4 2025 | Jan 13, 2026 |
| World Investment Advisors | History | New | 3,929 | 283 | 0.0% | — | 290 | +3,929 | New | Q4 2025 | Mar 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,873 | 279 | 0.0% | 0.0% | 291 | +594 | 18.12% | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | Reduced | 3,855 | 278 | 0.01% | 0.01% | 292 | -1,753 | -31.26% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,798 | 273 | 0.0% | 0.0% | 293 | +277 | 7.87% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,748 | 270 | 0.0% | 0.01% | 294 | -733 | -16.36% | Q4 2025 | Feb 10, 2026 |
| OneAscent Financial Services LLC | History | New | 3,726 | 268 | 0.02% | — | 295 | +3,726 | New | Q4 2025 | Feb 11, 2026 |
| INVESTOR AB | History | No change | 3,700 | 266 | 0.0% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,688 | 266 | 0.03% | 0.04% | 297 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Penserra Capital Management LLC | History | Added to | 3,681 | 265 | 0.0% | 0.0% | 298 | +433 | 13.33% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,628 | 261 | 0.0% | 0.0% | 299 | -990 | -21.44% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,612 | 260 | 0.0% | 0.0% | 300 | -2,044 | -36.14% | Q4 2025 | Feb 18, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,607 | 260 | 0.01% | 0.01% | 301 | -93 | -2.51% | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,583 | 258 | 0.0% | 0.0% | 302 | -2,226 | -38.32% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 3,554 | 256 | 0.0% | 0.0% | 303 | -1,893 | -34.75% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,535 | 254 | 0.0% | 0.0% | 304 | +2,916 | 471.08% | Q4 2025 | Feb 18, 2026 |
| 626 Financial, LLC | History | New | 3,473 | 250 | 0.11% | — | 306 | +3,473 | New | Q4 2025 | Feb 05, 2026 |
| Neo Ivy Capital Management | History | New | 3,467 | 250 | 0.04% | — | 305 | +3,467 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 3,428 | 247 | 0.0% | 0.0% | 307 | +73 | 2.18% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,392 | 244 | 0.0% | 0.0% | 308 | -1,383 | -28.96% | Q4 2025 | Feb 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 3,346 | 241 | 0.03% | 0.23% | 309 | -16,070 | -82.77% | Q4 2025 | Feb 09, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,354 | 241 | 0.01% | 0.02% | 310 | -1,141 | -25.38% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 3,318 | 239 | 0.01% | 0.01% | 311 | +697 | 26.59% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,302 | 238 | 0.0% | 0.0% | 312 | -172 | -4.95% | Q4 2025 | Jan 30, 2026 |
| Tidal Investments LLC | History | Reduced | 3,299 | 237 | 0.0% | 0.0% | 313 | -1,240 | -27.32% | Q4 2025 | Feb 13, 2026 |
| Marex Group plc | History | New | 3,197 | 230 | 0.0% | — | 314 | +3,197 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,173 | 228 | 0.0% | 0.0% | 315 | -144 | -4.34% | Q4 2025 | Feb 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 3,120 | 225 | 0.02% | 0.03% | 316 | -62 | -1.95% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,103 | 223 | 0.0% | 0.0% | 317 | +2,884 | 1316.89% | Q4 2025 | Feb 12, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 3,100 | 223 | 0.05% | 0.06% | 318 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 3,032 | 218 | 0.03% | 0.03% | 319 | -27 | -0.88% | Q4 2025 | Feb 04, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 3,000 | 216 | 0.17% | — | 320 | +3,000 | New | Q4 2025 | Mar 16, 2026 |
| WEDBUSH SECURITIES INC | History | New | 2,960 | 214 | 0.01% | — | 321 | +2,960 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 2,965 | 214 | 0.0% | 0.0% | 322 | -250 | -7.78% | Q4 2025 | Jan 26, 2026 |
| Bank & Trust Co | History | Reduced | 2,959 | 213 | 0.15% | 0.18% | 323 | -70 | -2.31% | Q4 2025 | Jan 13, 2026 |
| Utah Retirement Systems | History | No change | 2,900 | 209 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,889 | 208 | 0.1% | 0.1% | 325 | +143 | 5.21% | Q4 2025 | Jan 23, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,812 | 202 | 0.07% | — | 326 | +2,812 | New | Q4 2025 | Mar 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 2,800 | 201 | 0.0% | — | 327 | +2,800 | New | Q4 2025 | Feb 04, 2026 |
| Amundi | History | New | 2,797 | 201 | 0.0% | — | 328 | +2,797 | New | Q4 2025 | Feb 17, 2026 |
| Sage Investment Counsel LLC | History | New | 2,795 | 201 | 0.22% | — | 330 | +2,795 | New | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | No change | 2,798 | 201 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HM PAYSON & CO | History | Reduced | 2,720 | 196 | 0.0% | 0.0% | 331 | -200 | -6.85% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 2,639 | 190 | 0.08% | 0.06% | 332 | -394 | -12.99% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,626 | 189 | 0.0% | 0.0% | 333 | -1,540 | -36.97% | Q4 2025 | Feb 09, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,619 | 188 | 0.0% | 0.0% | 334 | -5,300 | -66.93% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,526 | 182 | 0.0% | 0.0% | 335 | +644 | 34.22% | Q4 2025 | Feb 12, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 2,521 | 181 | 0.14% | 0.18% | 336 | -400 | -13.69% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 2,500 | 180 | 0.14% | — | 337 | +2,500 | New | Q4 2025 | Jan 21, 2026 |
| AlphaQuest LLC | History | Reduced | 2,459 | 177 | 0.01% | 0.02% | 338 | -552 | -18.33% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,415 | 174 | 0.0% | 0.0% | 339 | +1,117 | 86.06% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,230 | 160 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 2,005 | 144 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,993 | 143 | 0.0% | 0.0% | 342 | -1,704 | -46.09% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,962 | 141 | 0.0% | 0.01% | 343 | -843 | -30.05% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,833 | 132 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Erste Asset Management GmbH | History | No change | 1,200 | 132 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,798 | 129 | 0.0% | 0.0% | 346 | -30,582 | -94.45% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,620 | 116 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| State of Wyoming | History | New | 1,561 | 112 | 0.01% | — | 348 | +1,561 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,542 | 111 | 0.0% | 0.0% | 349 | -2,085 | -57.49% | Q4 2025 | Jan 23, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 1,464 | 105 | 0.0% | — | 350 | +1,464 | New | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,333 | 96 | 0.0% | 0.0% | 351 | +674 | 102.28% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,307 | 94 | 0.0% | 0.0% | 352 | -253 | -16.22% | Q4 2025 | Feb 02, 2026 |
| WEXFORD CAPITAL LP | History | New | 1,288 | 92 | 0.02% | — | 354 | +1,288 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 1,285 | 92 | 0.0% | 0.0% | 353 | +2 | 0.16% | Q4 2025 | Feb 02, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 1,220 | 88 | 0.02% | — | 355 | +1,220 | New | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | New | 1,000 | 72 | 0.01% | — | 357 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,001 | 72 | 0.0% | 0.0% | 356 | -405 | -28.81% | Q4 2025 | Mar 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 980 | 70 | 0.0% | 0.0% | 358 | -600 | -37.97% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 971 | 70 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 960 | 69 | 0.06% | 0.1% | 360 | -470 | -32.87% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 967 | 69 | 0.0% | 0.0% | 361 | +61 | 6.73% | Q4 2025 | Feb 06, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | Reduced | 919 | 66 | 0.02% | 0.02% | 362 | -2,369 | -72.05% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 926 | 66 | 0.02% | 0.03% | 364 | +370 | 66.55% | Q4 2025 | Mar 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 914 | 66 | 0.0% | 0.0% | 363 | +272 | 42.37% | Q4 2025 | Feb 13, 2026 |
| Basepoint Wealth LLC | History | New | 914 | 65 | 0.04% | — | 365 | +914 | New | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 875 | 63 | 0.01% | 0.02% | 366 | -820 | -48.38% | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 792 | 57 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 790 | 56 | 0.02% | — | 368 | +790 | New | Q4 2025 | Jan 22, 2026 |
| LRI Investments, LLC | History | No change | 775 | 55 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 753 | 54 | 0.0% | — | 370 | +753 | New | Q4 2025 | Feb 05, 2026 |
| Silvant Capital Management LLC | History | No change | 740 | 53 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 650 | 52 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Reduced | 692 | 49 | 0.0% | 0.0% | 373 | -59 | -7.86% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 624 | 45 | 0.0% | 0.0% | 374 | -33 | -5.02% | Q4 2025 | Feb 10, 2026 |
| Leonteq Securities AG | History | Added to | 611 | 44 | 0.0% | 0.0% | 375 | +194 | 46.52% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 601 | 43 | 0.0% | 0.0% | 377 | +527 | 712.16% | Q4 2025 | Feb 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 600 | 43 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Manitou Investment Management Ltd. | History | No change | 559 | 40 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hara Capital LLC | History | New | 551 | 39 | 0.02% | — | 379 | +551 | New | Q4 2025 | Jan 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 527 | 38 | 0.0% | 0.0% | 380 | +280 | 113.36% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | Added to | 514 | 37 | 0.0% | 0.0% | 382 | +214 | 71.33% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 521 | 37 | 0.0% | 0.0% | 381 | -200 | -27.74% | Q4 2025 | Feb 09, 2026 |
| DV Trading LLC | History | New | 500 | 36 | 0.0% | — | 383 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 490 | 35 | 0.02% | — | 384 | +490 | New | Q4 2025 | Feb 18, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 479 | 34 | 0.01% | 0.01% | 385 | +70 | 17.11% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 460 | 33 | 0.0% | 0.0% | 386 | -1,258 | -73.22% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 440 | 31 | 0.0% | 0.0% | 387 | +40 | 10.0% | Q4 2025 | Feb 20, 2026 |
| Signature Equity Partners, LLC | History | New | 400 | 28 | 0.02% | — | 392 | +400 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 400 | 28 | 0.0% | 0.0% | 388 | -255 | -38.93% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 389 | 28 | 0.0% | 0.0% | 389 | +246 | 172.03% | Q4 2025 | Feb 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 400 | 28 | 0.0% | 0.01% | 390 | -200 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 390 | 28 | 0.0% | 0.0% | 391 | +1 | 0.26% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 375 | 27 | 0.0% | 0.0% | 393 | -93 | -19.87% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 382 | 27 | 0.0% | 0.0% | 394 | -1 | -0.26% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 362 | 26 | 0.0% | 0.0% | 395 | -214 | -37.15% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 345 | 24 | 0.0% | — | 396 | +345 | New | Q4 2025 | Jan 21, 2026 |
| Ransom Advisory, Ltd | History | Reduced | 325 | 23 | 0.01% | 0.01% | 398 | -100 | -23.53% | Q4 2025 | Jan 06, 2026 |
| North Star Investment Management Corp. | History | No change | 326 | 23 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 300 | 21 | 0.0% | — | 400 | +300 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 300 | 21 | 0.0% | 0.0% | 399 | +100 | 50.0% | Q4 2025 | Feb 02, 2026 |
| Lodestone Wealth Management LLC | History | New | 288 | 20 | 0.01% | — | 401 | +288 | New | Q4 2025 | Jan 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 272 | 19 | 0.0% | — | 402 | +272 | New | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 256 | 18 | 0.01% | 0.03% | 404 | -971 | -79.14% | Q4 2025 | Feb 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 259 | 18 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 242 | 17 | 0.0% | 0.02% | 405 | -6,959 | -96.64% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 240 | 17 | 0.0% | 0.0% | 407 | -702 | -74.52% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 244 | 17 | 0.0% | 0.0% | 406 | -121 | -33.15% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 200 | 15 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| United Community Bank | History | Reduced | 200 | 14 | 0.01% | 0.01% | 411 | -116 | -36.71% | Q4 2025 | Jan 30, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 14 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bayforest Capital Ltd | History | Reduced | 182 | 13 | 0.01% | 0.05% | 414 | -1,080 | -85.58% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 183 | 13 | 0.0% | 0.0% | 412 | -619 | -77.18% | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 150 | 13 | 0.0% | — | 413 | +150 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 171 | 12 | 0.0% | — | 417 | +171 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 170 | 12 | 0.0% | 0.0% | 416 | +145 | 580.0% | Q4 2025 | Jan 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 174 | 12 | 0.0% | 0.0% | 415 | +16 | 10.13% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 166 | 11 | 0.01% | 0.02% | 418 | -578 | -77.69% | Q4 2025 | Feb 18, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 145 | 10 | 0.0% | 0.0% | 419 | +10 | 7.41% | Q4 2025 | Feb 11, 2026 |
| SWAN Capital LLC | History | Added to | 148 | 10 | 0.0% | 0.0% | 420 | +2 | 1.37% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 150 | 10 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | New | 131 | 9 | 0.0% | — | 423 | +131 | New | Q4 2025 | Jan 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 124 | 9 | 0.0% | — | 422 | +124 | New | Q4 2025 | Jan 28, 2026 |
| Meramec Financial Planners, LLC | History | New | 105 | 9 | 0.0% | — | 426 | +105 | New | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Reduced | 127 | 9 | 0.0% | 0.01% | 424 | -59 | -31.72% | Q4 2025 | Feb 06, 2026 |
| Westfuller Advisors, LLC | History | Added to | 127 | 9 | 0.0% | 0.0% | 425 | +1 | 0.79% | Q4 2025 | Jan 21, 2026 |
| Nemes Rush Group LLC | History | No change | 112 | 8 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 107 | 7 | 0.0% | 0.0% | 432 | -17 | -13.71% | Q4 2025 | Jan 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 100 | 7 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBT BANK N A /NY | History | No change | 100 | 7 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TSFG, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WFA of San Diego, LLC | History | No change | 100 | 7 | 0.01% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 7 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Clearstead Trust, LLC | History | Added to | 95 | 6 | 0.0% | 0.0% | 436 | +11 | 13.1% | Q4 2025 | Feb 09, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 90 | 6 | 0.0% | 0.01% | 434 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bangor Savings Bank | History | No change | 95 | 6 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 71 | 5 | 0.0% | 0.01% | 443 | -365 | -83.72% | Q4 2025 | Feb 13, 2026 |
| UNION SAVINGS BANK | History | New | 80 | 5 | 0.0% | — | 441 | +80 | New | Q4 2025 | Mar 06, 2026 |
| SHP Wealth Management | History | New | 77 | 5 | 0.0% | — | 440 | +77 | New | Q4 2025 | Mar 04, 2026 |
| Caitlin John, LLC | History | New | 75 | 5 | 0.0% | — | 442 | +75 | New | Q4 2025 | Feb 18, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 72 | 5 | 0.0% | — | 438 | +72 | New | Q4 2025 | Feb 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 80 | 5 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCF Advisors LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 62 | 4 | 0.0% | 0.0% | 445 | -52 | -45.61% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Reduced | 60 | 4 | 0.0% | 0.0% | 448 | -52 | -46.43% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | No change | 57 | 4 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 62 | 4 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | No change | 60 | 4 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 56 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 48 | 3 | 0.0% | 0.0% | 452 | -245 | -83.62% | Q4 2025 | Jan 07, 2026 |
| ORG Partners LLC | History | New | 50 | 3 | 0.0% | — | 456 | +50 | New | Q4 2025 | Jan 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 42 | 3 | 0.0% | 0.0% | 450 | -6 | -12.5% | Q4 2025 | Jan 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 54 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 45 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pacific Center for Financial Services | History | No change | 50 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarity Asset Management, Inc. | History | No change | 46 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hilltop National Bank | History | No change | 50 | 3 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Curat Global, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 31 | 2 | 0.0% | 0.01% | 462 | -849 | -96.48% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 41 | 2 | 0.0% | — | 460 | +39 | 1950.0% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | New | 36 | 2 | 0.0% | — | 459 | +36 | New | Q4 2025 | Jan 29, 2026 |
| Red Tortoise LLC | History | New | 31 | 2 | 0.0% | — | 465 | +31 | New | Q4 2025 | Jan 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 28 | 2 | 0.0% | — | 461 | +17 | 154.55% | Q4 2025 | Jan 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 32 | 2 | 0.0% | 0.0% | 463 | +7 | 28.0% | Q4 2025 | Jan 29, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 34 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 470 | -327 | -95.34% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 21 | 1 | 0.0% | 0.0% | 467 | -54 | -72.0% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 27 | 1 | 0.0% | — | 471 | +27 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | New | 24 | 1 | 0.0% | — | 475 | +24 | New | Q4 2025 | Jan 14, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 23 | 1 | 0.0% | — | 478 | +23 | New | Q4 2025 | Jan 30, 2026 |
| BFSG, LLC | History | New | 20 | 1 | 0.0% | — | 473 | +20 | New | Q4 2025 | Jan 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 20 | 1 | 0.0% | — | 474 | +20 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 18 | 1 | 0.0% | — | 479 | +18 | New | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 25 | 1 | 0.0% | 0.0% | 469 | -15 | -37.5% | Q4 2025 | Jan 20, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 477 | -1 | -6.25% | Q4 2025 | Feb 10, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 20 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | No change | 21 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Centennial Bank/AR/ | History | No change | 14 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rakuten Securities, Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| American Capital Advisory, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.21% | — | -131,030 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -129,479 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -66,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -36,302 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -29,086 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -23,697 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -22,739 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,707 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -18,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -13,792 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,680 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -12,044 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.16% | — | -11,369 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.1% | — | -10,407 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROCKLAND TRUST CO | History | Closed out | 0 | 0 | — | 0.03% | — | -9,885 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,830 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,540 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.03% | — | -9,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -8,804 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARMONY ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -7,759 | -100.0% | Q3 2025 | Nov 05, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,280 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,757 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,621 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,485 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,297 | -100.0% | Q3 2025 | Oct 22, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -5,189 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TANG CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,046 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,541 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OPINICUS CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -3,365 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,056 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Summit Financial Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,000 | -100.0% | Q3 2025 | Oct 03, 2025 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,970 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,938 | -100.0% | Q3 2025 | Oct 28, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,938 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,886 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,800 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,782 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Retirement Planning Co of New England, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,679 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Seelaus Asset Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,615 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Synergy Financial Group, LTD | History | Closed out | 0 | 0 | — | 0.14% | — | -2,563 | -100.0% | Q3 2025 | Nov 17, 2025 |
| VIKING FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -850 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2025 | Oct 07, 2025 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WPG Advisers, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -30 | -90.91% | Q4 2025 | Jan 28, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 26, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 3 | 0 | — | 0.0% | — | -18 | -85.71% | Q4 2025 | Feb 23, 2026 |
| Sachetta, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -15 | -68.18% | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -14 | -66.67% | Q4 2025 | Jan 15, 2026 |
| Elyxium Wealth, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 05, 2026 |
| Johnson Financial Group, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Torren Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 30, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 26, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Elevated Capital Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 09, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Mar 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SouthState Bank Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 18, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q4 2025 | Jan 14, 2026 |
| Cromwell Holdings LLC | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9 | 0 | — | — | — | -3 | -25.0% | Q4 2025 | Feb 13, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Dunhill Financial, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 29, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Jan 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 02, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MOTCO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coastline Trust Co | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| West Financial Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Collier Financial | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealth Watch Advisors, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |