WORLD ACCEPTANCE CORP - WRLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prescott General Partners LLC | History | No change | 1,512,424 | 212,329 | 15.16% | 17.86% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 476,042 | 66,831 | 0.0% | 0.0% | 2 | -6,571 | -1.36% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 296,271 | 41,593 | 0.0% | 0.0% | 3 | -9,125 | -2.99% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 237,879 | 33,398 | 0.01% | 0.01% | 4 | -4,652 | -1.92% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 118,326 | 16,611 | 0.0% | 0.0% | 5 | -5,491 | -4.43% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 87,711 | 12,313 | 0.01% | 0.01% | 6 | +2,089 | 2.44% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 87,588 | 12,298 | 0.0% | 0.0% | 7 | +2,469 | 2.9% | Q4 2025 | Feb 09, 2026 |
| SMITH THOMAS W | History | New | 77,600 | 10,894 | 10.07% | — | 8 | +77,600 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 76,188 | 10,696 | 0.0% | 0.0% | 9 | +10,308 | 15.65% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 67,649 | 9,497 | 0.0% | 0.0% | 10 | +58,982 | 680.54% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 65,810 | 9,239 | 0.0% | 0.0% | 11 | +14,237 | 27.61% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 64,358 | 9,035 | 0.0% | 0.01% | 12 | +3,195 | 5.22% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 63,022 | 8,847 | 0.19% | 0.23% | 13 | -98 | -0.16% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 54,351 | 7,630 | 0.0% | 0.0% | 14 | +2,205 | 4.23% | Q4 2025 | Jan 29, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 53,912 | 7,569 | 0.28% | 0.29% | 15 | +1,036 | 1.96% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 50,975 | 7,156 | 0.0% | 0.0% | 16 | -1,384 | -2.64% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 46,500 | 6,528 | 0.01% | 0.01% | 17 | -3,225 | -6.49% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 44,301 | 6,219 | 0.0% | 0.0% | 18 | +20,520 | 86.29% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Added to | 41,097 | 5,770 | 0.17% | 0.19% | 19 | +4,098 | 11.08% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 33,109 | 4,648 | 0.0% | 0.0% | 20 | +481 | 1.47% | Q4 2025 | Mar 25, 2026 |
| Invesco Ltd. | History | Added to | 33,047 | 4,639 | 0.0% | 0.0% | 21 | +3,445 | 11.64% | Q4 2025 | Feb 19, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 27,055 | 3,798 | 0.0% | 0.0% | 22 | +190 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 25,001 | 3,509 | 0.0% | 0.0% | 23 | -4,707 | -15.84% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 23,993 | 3,368 | 0.0% | 0.0% | 24 | +2,272 | 10.46% | Q4 2025 | Feb 02, 2026 |
| Allianz Asset Management GmbH | History | Added to | 19,700 | 2,765 | 0.0% | 0.0% | 25 | +8,481 | 75.59% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 18,247 | 2,561 | 0.0% | 0.0% | 26 | -14,488 | -44.26% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 17,920 | 2,515 | 0.0% | 0.0% | 27 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 17,426 | 2,446 | 0.0% | 0.0% | 28 | +353 | 2.07% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,747 | 2,070 | 0.01% | 0.01% | 29 | +268 | 1.85% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,117 | 1,981 | 0.0% | 0.0% | 30 | -1,107 | -7.27% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 13,636 | 1,914 | 0.02% | 0.02% | 31 | +2,054 | 17.73% | Q4 2025 | Feb 10, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 13,510 | 1,896 | 0.01% | — | 32 | +13,510 | New | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,214 | 1,715 | 0.0% | 0.01% | 33 | -1,038 | -7.83% | Q4 2025 | Feb 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 12,188 | 1,711 | 0.02% | 0.03% | 34 | -3,345 | -21.53% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 10,405 | 1,460 | 0.01% | — | 36 | +10,405 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,405 | 1,460 | 0.0% | 0.0% | 35 | -2,510 | -19.43% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 9,933 | 1,394 | 0.0% | 0.01% | 37 | -2,240 | -18.4% | Q4 2025 | Feb 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 9,663 | 1,356 | 0.16% | 0.2% | 38 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quantbot Technologies LP | History | New | 9,385 | 1,317 | 0.04% | — | 39 | +9,385 | New | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 9,279 | 1,302 | 0.0% | 0.0% | 40 | +3,142 | 51.2% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 9,205 | 1,292 | 0.03% | 0.04% | 41 | -30 | -0.32% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 8,902 | 1,249 | 0.01% | 0.01% | 42 | +444 | 5.25% | Q4 2025 | Jan 14, 2026 |
| WINTON GROUP Ltd | History | Reduced | 8,305 | 1,165 | 0.04% | 0.13% | 43 | -11,936 | -58.97% | Q4 2025 | Feb 11, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 8,186 | 1,149 | 0.05% | 0.06% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 8,021 | 1,126 | 0.0% | 0.0% | 45 | -1,058 | -11.65% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,806 | 1,095 | 0.0% | 0.0% | 46 | -10,578 | -57.54% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 7,677 | 1,077 | 0.0% | 0.0% | 47 | +822 | 11.99% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,334 | 1,029 | 0.0% | 0.0% | 48 | +4,111 | 127.55% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 7,281 | 1,022 | 0.0% | 0.0% | 49 | +114 | 1.59% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | No change | 7,067 | 992 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,847 | 961 | 0.02% | 0.02% | 51 | +1,242 | 22.16% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 6,843 | 960 | 0.03% | — | 52 | +6,843 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 7,372 | 931 | 0.0% | 0.0% | 53 | -130 | -1.73% | Q4 2025 | Feb 11, 2026 |
| Swiss National Bank | History | Added to | 6,400 | 898 | 0.0% | 0.0% | 54 | +1,300 | 25.49% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,049 | 849 | 0.0% | 0.0% | 55 | -18,351 | -75.21% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 5,273 | 740 | 0.0% | 0.0% | 56 | -590 | -10.06% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,007 | 703 | 0.0% | 0.0% | 57 | -524 | -9.47% | Q4 2025 | Jan 30, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 4,563 | 640 | 0.01% | 0.01% | 58 | +173 | 3.94% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Reduced | 4,528 | 635 | 0.0% | 0.0% | 59 | -1,426 | -23.95% | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 4,157 | 583 | 0.09% | 0.13% | 60 | -677 | -14.0% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,955 | 557 | 0.0% | 0.0% | 61 | -221 | -5.29% | Q4 2025 | Mar 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,826 | 538 | 0.0% | 0.0% | 62 | +213 | 5.9% | Q4 2025 | Feb 17, 2026 |
| SageGuard Financial Group, LLC | History | New | 3,764 | 528 | 0.08% | — | 63 | +3,764 | New | Q4 2025 | Jan 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,748 | 526 | 0.0% | 0.0% | 64 | -4 | -0.11% | Q4 2025 | Jan 15, 2026 |
| PDT Partners, LLC | History | No change | 3,729 | 523 | 0.03% | 0.04% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 3,709 | 520 | 0.0% | — | 66 | +3,709 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,551 | 498 | 0.0% | 0.0% | 67 | -946 | -21.04% | Q4 2025 | Feb 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 3,438 | 482 | 0.01% | 0.0% | 68 | +2,169 | 170.92% | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Added to | 3,348 | 470 | 0.04% | 0.04% | 69 | +670 | 25.02% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,341 | 469 | 0.0% | 0.0% | 70 | +1,335 | 66.55% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 3,313 | 465 | 0.0% | — | 71 | +3,313 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,310 | 464 | 0.0% | 0.0% | 72 | +21 | 0.64% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 3,275 | 459 | 0.0% | 0.0% | 73 | +1,491 | 83.58% | Q4 2025 | Jan 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 3,231 | 453 | 0.0% | 0.0% | 74 | +61 | 1.92% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 3,126 | 439 | 0.0% | 0.0% | 75 | +1,090 | 53.54% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,090 | 433 | 0.0% | 0.0% | 76 | +10 | 0.32% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 3,024 | 424 | 0.0% | 0.0% | 77 | -229 | -7.04% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 2,992 | 420 | 0.0% | — | 78 | +2,992 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,954 | 414 | 0.0% | 0.0% | 79 | -28 | -0.94% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,900 | 407 | 0.0% | — | 80 | +2,900 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,859 | 401 | 0.0% | 0.0% | 81 | +446 | 18.48% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,783 | 390 | 0.0% | 0.0% | 82 | +2,452 | 740.79% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,660 | 371 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,610 | 366 | 0.0% | 0.0% | 84 | -16 | -0.61% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 2,536 | 356 | 0.01% | 0.01% | 85 | -1,840 | -42.05% | Q4 2025 | Jan 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 2,342 | 328 | 0.01% | 0.01% | 86 | -44 | -1.84% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Reduced | 2,233 | 313 | 0.0% | 0.01% | 87 | -19 | -0.84% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 2,031 | 285 | 0.0% | 0.0% | 88 | -180 | -8.14% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,975 | 277 | 0.0% | 0.0% | 89 | -276 | -12.26% | Q4 2025 | Feb 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,875 | 272 | 0.0% | 0.0% | 90 | -713 | -27.55% | Q4 2025 | Jan 28, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,897 | 266 | 0.0% | 0.0% | 91 | +143 | 8.15% | Q4 2025 | Jan 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 1,835 | 257 | 0.0% | 0.0% | 92 | +123 | 7.18% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,611 | 225 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INCEPTIONR LLC | History | New | 1,548 | 217 | 0.06% | — | 95 | +1,548 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,546 | 217 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,426 | 215 | 0.0% | 0.0% | 97 | +210 | 17.27% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,533 | 215 | 0.0% | 0.0% | 96 | +39 | 2.61% | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,382 | 194 | 0.0% | 0.0% | 98 | +169 | 13.93% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 1,370 | 192 | 0.01% | 0.03% | 99 | -1,721 | -55.68% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | Added to | 1,208 | 169 | 0.0% | 0.0% | 100 | +392 | 48.04% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | No change | 1,036 | 145 | 0.0% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 967 | 135 | 0.0% | 0.0% | 102 | +50 | 5.45% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 839 | 118 | 0.0% | 0.0% | 103 | -64 | -7.09% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 834 | 117 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 800 | 112 | 0.0% | 0.0% | 105 | -105 | -11.6% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 801 | 112 | 0.0% | 0.0% | 107 | -35 | -4.19% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 800 | 112 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 656 | 92 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 758 | 91 | 0.0% | 0.0% | 109 | -59 | -7.22% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 617 | 86 | 0.0% | 0.0% | 110 | -100 | -13.95% | Q4 2025 | Feb 04, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 436 | 66 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | Added to | 417 | 58 | 0.0% | 0.0% | 112 | +27 | 6.92% | Q4 2025 | Jan 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 385 | 54 | 0.0% | 0.0% | 113 | -58 | -13.09% | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 386 | 54 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 384 | 53 | 0.01% | 0.01% | 115 | +8 | 2.13% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 221 | 31 | 0.0% | 0.0% | 116 | -29 | -11.6% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 218 | 30 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 202 | 28 | 0.0% | 0.0% | 119 | -4,745 | -95.92% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | No change | 200 | 28 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 167 | 24 | 0.0% | 0.0% | 121 | +23 | 15.97% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 172 | 24 | 0.0% | 0.0% | 120 | -8 | -4.44% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 153 | 21 | 0.0% | — | 123 | +153 | New | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 152 | 21 | 0.0% | 0.0% | 122 | -23 | -13.14% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 142 | 20 | 0.0% | — | 124 | +142 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 126 | 17 | 0.0% | 0.0% | 126 | -29 | -18.71% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 121 | 17 | 0.0% | 0.0% | 125 | -2 | -1.63% | Q4 2025 | Jan 20, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 90 | 12 | 0.02% | — | 128 | +90 | New | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 91 | 12 | 0.0% | 0.0% | 127 | +60 | 193.55% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 83 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 72 | 10 | 0.0% | 0.0% | 131 | +56 | 350.0% | Q4 2025 | Mar 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 78 | 10 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 61 | 8 | 0.0% | — | 132 | +61 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 52 | 7 | 0.0% | — | 135 | +47 | 940.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | No change | 50 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 52 | 7 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 45 | 6 | 0.0% | 0.0% | 136 | +16 | 55.17% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 42 | 5 | 0.0% | — | 137 | +42 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 30 | 4 | 0.0% | 0.0% | 138 | +9 | 42.86% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 21 | 3 | 0.0% | 0.0% | 142 | -22 | -51.16% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 24 | 3 | 0.0% | 0.0% | 140 | +3 | 14.29% | Q4 2025 | Jan 23, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 22 | 3 | 0.0% | 0.0% | 141 | -3 | -12.0% | Q4 2025 | Feb 24, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 1,069 | 3 | 0.0% | 0.03% | 139 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Reduced | 19 | 2 | 0.0% | 0.0% | 145 | -1,707 | -98.9% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17 | 2 | 0.0% | 0.0% | 143 | +11 | 183.33% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Added to | 20 | 2 | 0.0% | 0.0% | 144 | +7 | 53.85% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 21 | 2 | 0.0% | 0.0% | 146 | -2 | -8.7% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 9 | 1 | 0.0% | 0.0% | 150 | -19 | -67.86% | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 13 | 1 | 0.0% | — | 148 | +11 | 550.0% | Q4 2025 | Feb 13, 2026 |
| IMA Advisory Services, Inc. | History | New | 8 | 1 | 0.0% | — | 149 | +8 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 8 | 1 | 0.0% | — | 151 | +8 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 11 | 1 | 0.0% | 0.0% | 147 | -2 | -15.38% | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Wealth Management Group, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,070 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -11,354 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,632 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 4.9% | — | -6,240 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,267 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,078 | -100.0% | Q3 2025 | Nov 12, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -1,740 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,725 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,624 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,447 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Louisiana State Employees Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,339 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,317 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,290 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -179 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 2 | 0 | — | 0.0% | — | -120 | -98.36% | Q4 2025 | Feb 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -22 | -88.0% | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | Reduced | 6 | 0 | — | 0.0% | — | -18 | -75.0% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SJS Investment Consulting Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cedar Mountain Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 23, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 19, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |