WSFS FINANCIAL CORP - WSFS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 50 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 | 7,884,824 | 435,557 | 0.01% | 0.01% | 1 | -51,200 | -0.65% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 5,956,546 | 329,039 | 0.0% | 0.0% | 2 | -176,995 | -2.89% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,592,463 | 198,449 | 0.04% | 0.04% | 3 | -45,191 | -1.24% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 2,893,238 | 159,822 | 0.01% | 0.01% | 4 | -129,534 | -4.29% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,465,792 | 136,210 | 0.03% | 0.03% | 5 | +32,423 | 1.33% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 1,653,613 | 91,351 | 0.14% | — | 6 | +1,653,613 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,362,336 | 75,265 | 0.0% | 0.0% | 7 | -17,129 | -1.24% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,231,298 | 68,016 | 0.0% | 0.0% | 8 | -313,210 | -20.28% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 1,066,591 | 58,918 | 0.01% | 0.01% | 9 | +60,931 | 6.06% | Q4 2025 | Feb 19, 2026 |
| COOKE & BIELER LP | History | Added to | 1,055,902 | 58,328 | 0.61% | 0.57% | 10 | +23,946 | 2.32% | Q4 2025 | Feb 09, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 876,816 | 48,435 | 0.15% | 0.16% | 11 | -51,597 | -5.56% | Q4 2025 | Feb 06, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 792,501 | 43,777 | 0.46% | 0.39% | 12 | -7,061 | -0.88% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 788,575 | 43,560 | 0.06% | 0.06% | 13 | -42,813 | -5.15% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 709,500 | 39,192 | 0.0% | — | 14 | +709,500 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 696,551 | 38,477 | 0.01% | 0.01% | 15 | -10,892 | -1.54% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 678,620 | 37,487 | 0.02% | 0.02% | 16 | -23,525 | -3.35% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 662,304 | 36,585 | 0.0% | 0.0% | 17 | -45,879 | -6.48% | Q4 2025 | Feb 17, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 633,974 | 35,020 | 1.04% | 1.04% | 18 | -78,653 | -11.04% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 580,561 | 32,070 | 0.0% | 0.0% | 19 | -41,504 | -6.67% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 579,625 | 32,018 | 0.01% | 0.01% | 20 | -59,285 | -9.28% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 547,522 | 30,245 | 0.02% | — | 21 | +547,522 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 522,821 | 28,880 | 0.0% | 0.0% | 22 | +95,686 | 22.4% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 470,191 | 25,973 | 0.0% | 0.0% | 23 | +195,979 | 71.47% | Q4 2025 | Mar 25, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 413,617 | 23,024 | 0.01% | 0.01% | 24 | -29,848 | -6.73% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 406,111 | 22,433 | 0.0% | 0.0% | 25 | -20,123 | -4.72% | Q4 2025 | Feb 10, 2026 |
| Aberdeen Group plc | History | Reduced | 383,212 | 21,168 | 0.03% | 0.03% | 26 | -18,517 | -4.61% | Q4 2025 | Jan 16, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 369,532 | 20,413 | 0.01% | 0.04% | 27 | -872,576 | -70.25% | Q4 2025 | Feb 19, 2026 |
| Boston Partners | History | Reduced | 340,772 | 18,865 | 0.02% | 0.02% | 28 | -9,986 | -2.85% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 260,644 | 14,397 | 0.01% | 0.01% | 29 | -9,612 | -3.56% | Q4 2025 | Feb 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 244,671 | 13,515 | 0.02% | 0.02% | 30 | +11,980 | 5.15% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 236,142 | 13,044 | 0.01% | 0.01% | 31 | -144,918 | -38.03% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 227,946 | 12,591 | 0.0% | 0.0% | 32 | +92 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | New | 222,041 | 12,265 | 0.01% | — | 33 | +222,041 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 214,753 | 11,862 | 0.0% | 0.0% | 34 | +51,234 | 31.33% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 191,641 | 10,586 | 0.0% | 0.0% | 35 | +13,582 | 7.63% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 189,262 | 10,454 | 0.04% | 0.04% | 36 | -29,020 | -13.29% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 178,272 | 9,847 | 0.0% | 0.0% | 37 | -6,279 | -3.4% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 178,404 | 9,821 | 0.02% | 0.02% | 38 | +1,357 | 0.77% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 176,628 | 9,756 | 0.01% | 0.0% | 39 | +87,505 | 98.18% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 172,643 | 9,536 | 0.0% | 0.0% | 40 | -12,510 | -6.76% | Q4 2025 | Feb 17, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 157,664 | 8,709 | 0.04% | 0.04% | 41 | -11,268 | -6.67% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 155,805 | 8,606 | 0.0% | 0.0% | 42 | +69,329 | 80.17% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 153,234 | 8,466 | 0.0% | 0.0% | 43 | +76,524 | 99.76% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 151,378 | 8,362 | 0.01% | 0.01% | 44 | -13,005 | -7.91% | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 147,697 | 8,158 | 0.01% | 0.01% | 45 | -10,897 | -6.87% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 147,536 | 8,149 | 0.0% | 0.0% | 46 | +14,971 | 11.29% | Q4 2025 | Feb 12, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 142,276 | 7,859 | 0.02% | 0.02% | 47 | -2,592 | -1.79% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 140,584 | 7,765 | 0.0% | 0.0% | 48 | -6,870 | -4.66% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 137,124 | 7,574 | 0.01% | 5.35% | 49 | +115,742 | 541.31% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 130,950 | 7,233 | 0.0% | — | 50 | +130,950 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 121,003 | 6,684 | 0.01% | 0.0% | 51 | +38,415 | 46.51% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 116,818 | 6,453 | 0.0% | 0.0% | 52 | +13,349 | 12.9% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 114,809 | 6,342 | 0.0% | 0.0% | 53 | -11,549 | -9.14% | Q4 2025 | Feb 10, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 113,506 | 6,270 | 0.1% | 0.1% | 54 | +3,000 | 2.71% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | No change | 110,040 | 6,078 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 108,106 | 5,971 | 0.0% | 0.0% | 56 | -6,012 | -5.27% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 104,758 | 5,786 | 0.0% | 0.0% | 57 | +20,825 | 24.81% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 104,410 | 5,767 | 0.01% | 0.0% | 58 | +97,159 | 1339.94% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 90,910 | 5,021 | 0.0% | 0.0% | 59 | +2,915 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Reduced | 87,147 | 4,814 | 0.58% | 0.81% | 60 | -18,794 | -17.74% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 84,280 | 4,698 | 0.01% | 0.01% | 61 | -4,811 | -5.4% | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 81,019 | 4,475 | 0.03% | — | 62 | +81,019 | New | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 80,339 | 4,437 | 0.01% | 0.0% | 63 | +79,725 | 12984.53% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 79,118 | 4,370 | 0.04% | 0.04% | 64 | -16,081 | -16.89% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 78,697 | 4,347 | 0.1% | 0.12% | 65 | -10,972 | -12.24% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 74,520 | 4,116 | 0.0% | 0.0% | 66 | +57,689 | 342.75% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 69,059 | 3,814 | 0.08% | 0.1% | 67 | -15,700 | -18.52% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 68,460 | 3,781 | 0.01% | 0.01% | 68 | +198 | 0.29% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Reduced | 59,253 | 3,273 | 0.18% | 0.22% | 69 | -4,069 | -6.43% | Q4 2025 | Feb 09, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 58,487 | 3,230 | 0.09% | 0.23% | 70 | -87,011 | -59.8% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 57,013 | 3,149 | 0.02% | — | 71 | +57,013 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,895 | 3,142 | 0.0% | 0.0% | 72 | -96,339 | -62.87% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 52,956 | 2,925 | 0.0% | 0.0% | 73 | -1,756 | -3.21% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 50,755 | 2,803 | 0.01% | 0.0% | 74 | +46,500 | 1092.83% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 50,594 | 2,794 | 0.0% | 0.0% | 75 | -8,087 | -13.78% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 50,012 | 2,762 | 0.0% | — | 76 | +50,012 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,649 | 2,687 | 0.0% | 0.0% | 77 | +16,428 | 50.99% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 48,486 | 2,678 | 0.02% | 0.02% | 78 | +7,498 | 18.29% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 47,956 | 2,649 | 0.01% | 0.01% | 79 | -14,689 | -23.45% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 47,311 | 2,613 | 0.0% | 0.0% | 80 | -9,755 | -17.09% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 46,824 | 2,586 | 0.0% | 0.0% | 81 | +2,021 | 4.51% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 44,948 | 2,482 | 0.0% | 0.0% | 82 | +37,708 | 520.83% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | New | 43,900 | 2,425 | 0.27% | — | 83 | +43,900 | New | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 43,689 | 2,413 | 0.04% | 0.04% | 84 | -3,309 | -7.04% | Q4 2025 | Feb 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 41,775 | 2,307 | 0.05% | 0.01% | 85 | +35,783 | 597.18% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 41,623 | 2,299 | 0.02% | 0.02% | 86 | -2,208 | -5.04% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 40,604 | 2,242 | 0.01% | 0.01% | 87 | +2,402 | 6.29% | Q4 2025 | Jan 30, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 40,562 | 2,240 | 0.01% | 0.0% | 88 | +14,788 | 57.38% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 40,179 | 2,219 | 0.11% | 0.07% | 89 | +23,129 | 135.65% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 39,477 | 2,180 | 0.0% | 0.01% | 90 | -98,071 | -71.3% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 38,416 | 2,122 | 0.0% | 0.0% | 91 | -3,073 | -7.41% | Q4 2025 | Feb 05, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 34,929 | 1,929 | 0.03% | 0.03% | 92 | -759 | -2.13% | Q4 2025 | Jan 14, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | History | Reduced | 32,585 | 1,799 | 0.53% | 0.53% | 93 | -1,100 | -3.27% | Q4 2025 | Jan 13, 2026 |
| Pathstone Holdings, LLC | History | New | 32,296 | 1,784 | 0.01% | — | 94 | +32,296 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 31,345 | 1,731 | 0.01% | 0.01% | 95 | -3,685 | -10.52% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 31,164 | 1,721 | 0.01% | 0.01% | 96 | -1,429 | -4.38% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 30,594 | 1,690 | 0.0% | 0.0% | 97 | +23,618 | 338.56% | Q4 2025 | Jan 09, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 30,282 | 1,671 | 0.02% | 0.02% | 98 | -236 | -0.77% | Q4 2025 | Jan 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 29,861 | 1,650 | 0.0% | 0.0% | 99 | +5,121 | 20.7% | Q4 2025 | Jan 30, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 29,772 | 1,644 | 0.02% | 0.02% | 100 | -994 | -3.23% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 29,748 | 1,643 | 0.0% | 0.0% | 101 | +25,392 | 582.92% | Q4 2025 | Feb 17, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 28,794 | 1,590 | 0.09% | 0.09% | 102 | -2,524 | -8.06% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 22,990 | 1,488 | 0.0% | 0.0% | 103 | -2,594 | -10.14% | Q4 2025 | Feb 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 25,973 | 1,434 | 0.0% | 0.0% | 104 | -44 | -0.17% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 25,893 | 1,430 | 0.07% | — | 105 | +25,893 | New | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 25,000 | 1,381 | 0.02% | 0.02% | 106 | -700 | -2.72% | Q4 2025 | Jan 16, 2026 |
| XTX Topco Ltd | History | New | 24,846 | 1,372 | 0.04% | — | 107 | +24,846 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,587 | 1,358 | 0.01% | 0.01% | 108 | -319 | -1.28% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 23,988 | 1,325 | 0.0% | 0.0% | 109 | +3,182 | 15.29% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,021 | 1,271 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 22,754 | 1,256 | 0.0% | 0.0% | 111 | +4,791 | 26.67% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 22,600 | 1,248 | 0.0% | — | 112 | +22,600 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 22,104 | 1,221 | 0.0% | 0.0% | 113 | -343 | -1.53% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 22,057 | 1,218 | 0.0% | 0.0% | 114 | -89 | -0.4% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 19,353 | 1,069 | 0.04% | 0.03% | 115 | -2,314 | -10.68% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,356 | 1,069 | 0.0% | 0.0% | 116 | -1,228 | -5.97% | Q4 2025 | Feb 17, 2026 |
| SALZHAUER MICHAEL | History | No change | 19,329 | 1,067 | 0.44% | 1.79% | 117 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | New | 18,993 | 1,050 | 0.0% | — | 118 | +18,993 | New | Q4 2025 | Mar 20, 2026 |
| Man Group plc | History | New | 18,657 | 1,030 | 0.0% | — | 119 | +18,657 | New | Q4 2025 | Feb 17, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 18,544 | 1,024 | 0.02% | — | 120 | +18,544 | New | Q4 2025 | Feb 12, 2026 |
| TWINBEECH CAPITAL LP | History | New | 18,330 | 1,012 | 0.07% | — | 121 | +18,330 | New | Q4 2025 | Feb 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 17,509 | 967 | 0.05% | 0.05% | 122 | -1,985 | -10.18% | Q4 2025 | Feb 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,401 | 961 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Entropy Technologies, LP | History | New | 17,395 | 960 | 0.05% | — | 124 | +17,395 | New | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 17,252 | 953 | 0.01% | 0.02% | 125 | -12,940 | -42.86% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 16,964 | 937 | 0.0% | 0.0% | 126 | -586 | -3.34% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,932 | 880 | 0.01% | 0.01% | 127 | -181 | -1.12% | Q4 2025 | Feb 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,705 | 868 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arizona State Retirement System | History | Reduced | 15,591 | 861 | 0.0% | 0.0% | 129 | -1,195 | -7.12% | Q4 2025 | Jan 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 15,379 | 849 | 0.0% | 0.0% | 130 | -3,815 | -19.88% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,822 | 834 | 0.01% | 0.01% | 131 | -2,486 | -14.36% | Q4 2025 | Jan 21, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,845 | 820 | 0.01% | 0.01% | 132 | -1,215 | -7.57% | Q4 2025 | Feb 13, 2026 |
| LOUNTZIS ASSET MANAGEMENT, LLC | History | Reduced | 14,621 | 807 | 0.29% | 0.27% | 133 | -450 | -2.99% | Q4 2025 | Feb 06, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 14,562 | 804 | 0.46% | 0.46% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Verition Fund Management LLC | History | Reduced | 14,450 | 798 | 0.0% | 0.01% | 135 | -12,589 | -46.56% | Q4 2025 | Feb 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 14,321 | 791 | 0.01% | 0.01% | 136 | -2,036 | -12.45% | Q4 2025 | Jan 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 14,085 | 778 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | No change | 14,000 | 773 | 0.05% | 0.04% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,536 | 747 | 0.0% | 0.0% | 139 | -718 | -5.04% | Q4 2025 | Feb 10, 2026 |
| Assenagon Asset Management S.A. | History | New | 13,506 | 746 | 0.0% | — | 140 | +13,506 | New | Q4 2025 | Jan 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,999 | 718 | 0.0% | 0.0% | 141 | -2,668 | -17.03% | Q4 2025 | Feb 10, 2026 |
| Graham Capital Management, L.P. | History | New | 12,593 | 695 | 0.02% | — | 142 | +12,593 | New | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 12,503 | 690 | 0.01% | 0.01% | 143 | -100 | -0.79% | Q4 2025 | Feb 04, 2026 |
| GLENMEDE TRUST CO NA | History | New | 12,301 | 679 | 0.0% | — | 144 | +12,301 | New | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 12,261 | 677 | 0.0% | — | 145 | +12,261 | New | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 11,930 | 659 | 0.0% | 0.0% | 146 | -400 | -3.24% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 11,917 | 658 | 0.0% | 0.0% | 147 | +4,455 | 59.7% | Q4 2025 | Feb 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 11,809 | 652 | 0.01% | 0.01% | 148 | -1,802 | -13.24% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 11,648 | 644 | 0.0% | 0.0% | 149 | +6,237 | 115.27% | Q4 2025 | Feb 13, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 11,616 | 641 | 0.03% | 0.04% | 150 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 11,327 | 625 | 0.0% | 0.0% | 151 | +904 | 8.67% | Q4 2025 | Feb 11, 2026 |
| Fieldview Capital Management, LLC | History | New | 11,102 | 613 | 0.1% | — | 152 | +11,102 | New | Q4 2025 | Feb 13, 2026 |
| ProShare Advisors LLC | History | Added to | 10,872 | 600 | 0.0% | 0.0% | 153 | +323 | 3.06% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,825 | 597 | 0.0% | 0.0% | 154 | +6,487 | 149.54% | Q4 2025 | Feb 13, 2026 |
| Sippican Capital Advisors | History | Added to | 10,638 | 587 | 0.38% | 0.25% | 155 | +3,695 | 53.22% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,227 | 564 | 0.0% | 0.0% | 156 | +27 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 10,219 | 564 | 0.01% | 0.01% | 157 | +3 | 0.03% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Reduced | 10,135 | 559 | 0.0% | 0.0% | 158 | -375 | -3.57% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 10,086 | 557 | 0.0% | 0.0% | 159 | -4,176 | -29.28% | Q4 2025 | Jan 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,977 | 551 | 0.0% | 0.0% | 160 | -262 | -2.56% | Q4 2025 | Feb 12, 2026 |
| Tidal Investments LLC | History | Reduced | 9,456 | 522 | 0.0% | 0.0% | 161 | -18 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,438 | 521 | 0.0% | 0.0% | 162 | +1,947 | 25.99% | Q4 2025 | Feb 17, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 9,270 | 512 | 0.22% | 0.22% | 163 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 8,732 | 482 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,596 | 475 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,046 | 444 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,036 | 443 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 7,699 | 425 | 0.02% | 0.02% | 168 | +12 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,531 | 416 | 0.0% | 0.0% | 169 | +1,303 | 20.92% | Q4 2025 | Feb 11, 2026 |
| MQS Management LLC | History | Reduced | 7,490 | 413 | 0.24% | 0.35% | 170 | -3,761 | -33.43% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,168 | 404 | 0.0% | 0.0% | 172 | +1,276 | 21.66% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,324 | 404 | 0.0% | 0.0% | 171 | -552 | -7.01% | Q4 2025 | Feb 13, 2026 |
| Haverford Trust Co | History | No change | 7,000 | 386 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,645 | 367 | 0.0% | 0.0% | 174 | +1,145 | 20.82% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 6,581 | 363 | 0.01% | 0.01% | 175 | +2,108 | 47.13% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 6,629 | 359 | 0.0% | 0.0% | 177 | +240 | 3.76% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | No change | 6,515 | 359 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 6,345 | 350 | 0.0% | 0.0% | 178 | -4,342 | -40.63% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 6,315 | 348 | 0.14% | — | 180 | +6,315 | New | Q4 2025 | Feb 12, 2026 |
| STRS OHIO | History | No change | 6,300 | 348 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 6,249 | 345 | 0.0% | 0.0% | 181 | -20 | -0.32% | Q4 2025 | Feb 10, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 6,195 | 342 | 0.17% | 0.17% | 182 | +19 | 0.31% | Q4 2025 | Jan 21, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 6,122 | 338 | 0.0% | — | 183 | +6,122 | New | Q4 2025 | Feb 10, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 6,115 | 337 | 0.06% | 0.06% | 184 | -70 | -1.13% | Q4 2025 | Feb 09, 2026 |
| DGS Capital Management, LLC | History | New | 5,981 | 330 | 0.06% | — | 185 | +5,981 | New | Q4 2025 | Feb 24, 2026 |
| DRW Securities, LLC | History | New | 5,880 | 324 | 0.01% | — | 186 | +5,880 | New | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,674 | 313 | 0.0% | 0.0% | 187 | -60 | -1.05% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 5,630 | 311 | 0.0% | 0.0% | 188 | +1,471 | 35.37% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,622 | 310 | 0.0% | 0.0% | 189 | +497 | 9.7% | Q4 2025 | Feb 06, 2026 |
| BLB&B Advisors, LLC | History | No change | 5,610 | 309 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 5,307 | 293 | 0.0% | 0.0% | 191 | +2,193 | 70.42% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | Added to | 5,257 | 290 | 0.02% | 0.02% | 192 | +16 | 0.31% | Q4 2025 | Jan 20, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 5,126 | 283 | 0.02% | — | 194 | +5,126 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,123 | 283 | 0.0% | 0.0% | 193 | +798 | 18.45% | Q4 2025 | Feb 18, 2026 |
| Allegheny Financial Group | History | Added to | 5,129 | 283 | 0.04% | 0.05% | 195 | +16 | 0.31% | Q4 2025 | Feb 02, 2026 |
| Strid Group, LLC | History | No change | 5,103 | 281 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | No change | 5,082 | 280 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,839 | 267 | 0.0% | 0.0% | 198 | +469 | 10.73% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,679 | 258 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | New | 4,567 | 252 | 0.0% | — | 200 | +4,567 | New | Q4 2025 | Feb 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,500 | 248 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 4,460 | 246 | 0.03% | 0.04% | 202 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| XPONANCE LLC | History | Added to | 4,431 | 244 | 0.0% | 0.0% | 203 | +34 | 0.77% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,357 | 240 | 0.0% | 0.0% | 204 | +510 | 13.26% | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | Added to | 4,326 | 238 | 0.01% | 0.01% | 206 | +24 | 0.56% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,310 | 238 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | New | 4,283 | 237 | 0.01% | — | 207 | +4,283 | New | Q4 2025 | Feb 23, 2026 |
| Weiss Asset Management LP | History | New | 4,257 | 235 | 0.0% | — | 208 | +4,257 | New | Q4 2025 | Feb 17, 2026 |
| Prosperity Advisers, LLC | History | New | 4,112 | 227 | 0.19% | — | 209 | +4,112 | New | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,101 | 226 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lansing Street Advisors | History | Added to | 4,081 | 225 | 0.06% | 0.06% | 211 | +13 | 0.32% | Q4 2025 | Jan 26, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,057 | 224 | 0.0% | 0.0% | 212 | -8,150 | -66.76% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,998 | 220 | 0.02% | 0.03% | 213 | -4 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 3,914 | 216 | 0.0% | 0.0% | 214 | -552 | -12.36% | Q4 2025 | Feb 10, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 3,867 | 213 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3,848 | 212 | 0.05% | — | 217 | +3,848 | New | Q4 2025 | Mar 03, 2026 |
| US BANCORP \DE\ | History | No change | 3,845 | 212 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 3,705 | 204 | 0.0% | — | 218 | +3,705 | New | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 3,844 | 203 | 0.0% | 0.0% | 219 | -7,540 | -66.23% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,666 | 203 | 0.0% | 0.0% | 220 | -435 | -10.61% | Q4 2025 | Feb 05, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,670 | 202 | 0.0% | 0.0% | 221 | -199 | -5.14% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,645 | 201 | 0.0% | 0.0% | 222 | -145 | -3.83% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,534 | 197 | 0.01% | 0.01% | 223 | +271 | 8.31% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,276 | 180 | 0.0% | 0.0% | 224 | -446 | -11.98% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,231 | 178 | 0.0% | 0.0% | 225 | -647 | -16.68% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 3,194 | 176 | 0.0% | — | 226 | +3,178 | 19862.5% | Q4 2025 | Jan 23, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,019 | 166 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,995 | 165 | 0.0% | 0.0% | 228 | -122 | -3.91% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,880 | 159 | 0.0% | 0.0% | 229 | +63 | 2.24% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,683 | 148 | 0.0% | 0.0% | 230 | -1,184 | -30.62% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,400 | 133 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,995 | 110 | 0.01% | 0.01% | 232 | +56 | 2.89% | Q4 2025 | Jan 05, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,919 | 106 | 0.0% | 0.01% | 234 | -6,727 | -77.8% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,913 | 106 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,869 | 103 | 0.0% | 0.0% | 235 | +1,166 | 165.86% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,598 | 88 | 0.01% | 0.01% | 236 | +163 | 11.36% | Q4 2025 | Feb 13, 2026 |
| POM Investment Strategies, LLC | History | No change | 1,506 | 83 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,500 | 82 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Seneschal Advisors, LLC | History | No change | 1,450 | 80 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,338 | 73 | 0.0% | 0.0% | 240 | -1,551 | -53.69% | Q4 2025 | Feb 17, 2026 |
| New Age Alpha Advisors, LLC | History | New | 1,335 | 73 | 0.0% | — | 241 | +1,335 | New | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,148 | 63 | 0.0% | 0.0% | 242 | +221 | 23.84% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | No change | 1,000 | 55 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 916 | 50 | 0.0% | 0.0% | 244 | +56 | 6.51% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | Reduced | 851 | 47 | 0.01% | 0.01% | 245 | -179 | -17.38% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | Added to | 817 | 45 | 0.0% | 0.0% | 246 | +234 | 40.14% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 781 | 43 | 0.0% | 0.0% | 247 | +489 | 167.47% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 754 | 41 | 0.0% | 0.0% | 248 | +12 | 1.62% | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 750 | 41 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 635 | 35 | 0.02% | — | 250 | +635 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | New | 606 | 33 | 0.0% | — | 251 | +606 | New | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 551 | 30 | 0.0% | 0.0% | 252 | -119 | -17.76% | Q4 2025 | Mar 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 470 | 25 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kemnay Advisory Services Inc. | History | New | 435 | 24 | 0.0% | — | 255 | +435 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 436 | 24 | 0.0% | 0.0% | 254 | +3 | 0.69% | Q4 2025 | Feb 17, 2026 |
| Costello Asset Management, INC | History | No change | 430 | 23 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Added to | 410 | 22 | 0.0% | 0.0% | 257 | +264 | 180.82% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 343 | 20 | 0.0% | 0.0% | 258 | -20,551 | -98.36% | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Added to | 370 | 20 | 0.01% | — | 260 | +367 | 12233.33% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 360 | 20 | 0.0% | 0.0% | 259 | +307 | 579.25% | Q4 2025 | Jan 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 316 | 17 | 0.0% | 0.0% | 261 | -5 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | No change | 280 | 15 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Added to | 256 | 14 | 0.0% | 0.0% | 263 | +18 | 7.56% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 251 | 13 | 0.0% | — | 265 | +251 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 241 | 13 | 0.0% | 0.0% | 264 | -9 | -3.6% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 251 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 224 | 12 | 0.0% | 0.0% | 267 | +46 | 25.84% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 200 | 11 | 0.0% | 0.0% | 268 | +88 | 78.57% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 113 | 6 | 0.0% | — | 269 | +113 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 109 | 6 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Management Group, LLC | History | No change | 115 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Optiver Holding B.V. | History | Reduced | 95 | 5 | 0.0% | 0.0% | 273 | -164 | -63.32% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Added to | 106 | 5 | 0.0% | 0.0% | 274 | +16 | 17.78% | Q4 2025 | Feb 06, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | Reduced | 78 | 4 | 0.0% | 0.0% | 275 | -1,223 | -94.0% | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 84 | 4 | 0.0% | 0.01% | 276 | -729 | -89.67% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 60 | 3 | 0.0% | — | 277 | +60 | New | Q4 2025 | Jan 21, 2026 |
| WPG Advisers, LLC | History | Added to | 63 | 3 | 0.0% | 0.0% | 278 | +1 | 1.61% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | New | 54 | 2 | 0.0% | — | 280 | +54 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 43 | 2 | 0.0% | 0.0% | 281 | +17 | 65.38% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 52 | 2 | 0.0% | 0.0% | 279 | +1 | 1.96% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 30 | 1 | 0.0% | — | 292 | +30 | New | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 27 | 1 | 0.0% | — | 287 | +27 | New | Q4 2025 | Feb 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 22 | 1 | 0.0% | — | 282 | +22 | New | Q4 2025 | Jan 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 22 | 1 | 0.0% | — | 290 | +12 | 120.0% | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 36 | 1 | 0.0% | 0.0% | 289 | +8 | 28.57% | Q4 2025 | Jan 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 22 | 1 | 0.0% | — | 288 | +5 | 29.41% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 284 | -3 | -7.89% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 23 | 1 | 0.0% | 0.0% | 291 | +3 | 15.0% | Q4 2025 | Jan 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 33 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.24% | — | -3,789,431 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Champlain Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -1,194,893 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,588 | -100.0% | Q3 2025 | Jan 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -13,520 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -7,553 | -100.0% | Q3 2025 | Nov 13, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -6,165 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,026 | -100.0% | Q3 2025 | Nov 07, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,478 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,177 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -4,763 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,276 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -4,181 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CBIZ Investment Advisory Services, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ankerstar Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Larson Financial Group LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Manchester Capital Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |