WINTRUST FINANCIAL CORP - WTFC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 6,747,204 | 943,394 | 0.01% | 0.01% | 1 | -70,896 | -1.04% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 6,164,854 | 861,969 | 0.01% | 0.01% | 2 | -46,241 | -0.74% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 5,384,767 | 752,898 | 0.04% | 0.03% | 3 | +497,386 | 10.18% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,707,677 | 378,592 | 0.08% | 0.08% | 4 | -27,972 | -1.02% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 2,674,616 | 373,964 | 0.01% | 0.01% | 5 | -17,324 | -0.64% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,445,199 | 202,067 | 0.15% | 0.2% | 6 | -547,707 | -27.48% | Q4 2025 | Feb 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,440,105 | 201,355 | 0.86% | 0.83% | 7 | -1,913 | -0.13% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | Reduced | 1,334,466 | 186,585 | 0.03% | 0.03% | 8 | -33,369 | -2.44% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,273,042 | 178,038 | 0.01% | 0.01% | 9 | +16,997 | 1.35% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,272,857 | 177,975 | 0.09% | 0.09% | 10 | -27,377 | -2.11% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Reduced | 1,139,120 | 159,271 | 0.02% | 0.02% | 11 | -21,046 | -1.81% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,051,219 | 146,981 | 0.01% | 0.01% | 12 | -20,544 | -1.92% | Q4 2025 | Feb 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 993,304 | 138,883 | 0.08% | 0.08% | 13 | -27,356 | -2.68% | Q4 2025 | Jan 30, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 874,770 | 122,310 | 0.1% | 0.09% | 14 | -32,713 | -3.6% | Q4 2025 | Feb 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 832,352 | 116,379 | 0.02% | 0.02% | 15 | +151,385 | 22.23% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 800,487 | 111,924 | 0.01% | — | 16 | +800,487 | New | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 774,529 | 108,294 | 0.05% | 0.04% | 17 | +25,521 | 3.41% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 772,705 | 108,039 | 0.02% | 0.02% | 18 | -3,905 | -0.5% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 768,671 | 107,475 | 0.01% | 0.01% | 19 | -33,161 | -4.14% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 763,093 | 106,695 | 0.01% | 0.01% | 20 | -145,564 | -16.02% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 748,389 | 104,640 | 0.1% | 0.11% | 21 | +2,441 | 0.33% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 731,328 | 102,254 | 0.03% | 0.03% | 22 | -6,708 | -0.91% | Q4 2025 | Feb 17, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 651,426 | 91,082 | 0.31% | 0.29% | 23 | -1,641 | -0.25% | Q4 2025 | Feb 18, 2026 |
| Channing Capital Management, LLC | History | Reduced | 651,364 | 91,073 | 2.34% | 2.37% | 24 | -27,062 | -3.99% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 609,427 | 85,212 | 0.04% | 0.04% | 25 | -15,470 | -2.48% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 600,070 | 83,901 | 0.05% | 0.06% | 26 | -180,205 | -23.1% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 589,731 | 82,456 | 0.51% | 0.48% | 27 | +16,915 | 2.95% | Q4 2025 | Feb 17, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 559,762 | 78,265 | 0.33% | 0.25% | 28 | +102,798 | 22.5% | Q4 2025 | Feb 11, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 543,048 | 75,929 | 0.81% | 0.64% | 29 | +2,198 | 0.41% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 534,954 | 74,797 | 0.24% | 0.17% | 30 | +132,131 | 32.8% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 526,386 | 73,599 | 0.01% | 0.01% | 31 | -17,674 | -3.25% | Q4 2025 | Feb 10, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 524,571 | 73,347 | 2.2% | 2.63% | 32 | -86,755 | -14.19% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 505,328 | 70,655 | 0.13% | 0.13% | 33 | -1,438 | -0.28% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Reduced | 481,144 | 67,273 | 0.0% | 0.0% | 34 | -3,602 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Aberdeen Group plc | History | Reduced | 473,642 | 66,224 | 0.1% | 0.1% | 35 | -22,154 | -4.47% | Q4 2025 | Jan 16, 2026 |
| Fisher Asset Management, LLC | History | Added to | 470,458 | 65,779 | 0.02% | 0.02% | 36 | +5,928 | 1.28% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 469,817 | 65,689 | 0.11% | 0.14% | 37 | -115,247 | -19.7% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 450,835 | 63,035 | 0.03% | 0.04% | 38 | -85,973 | -16.02% | Q4 2025 | Feb 13, 2026 |
| Artemis Investment Management LLP | History | New | 424,026 | 59,287 | 0.72% | — | 39 | +424,026 | New | Q4 2025 | Feb 02, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 411,213 | 57,497 | 0.5% | 0.58% | 40 | -85,581 | -17.23% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 386,699 | 54,068 | 0.02% | 0.02% | 41 | -18,900 | -4.66% | Q4 2025 | Feb 10, 2026 |
| FIL Ltd | History | Reduced | 357,847 | 50,034 | 0.04% | 0.06% | 42 | -206,381 | -36.58% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 343,366 | 48,009 | 0.01% | 0.01% | 43 | -30,717 | -8.21% | Q4 2025 | Mar 25, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 335,452 | 46,902 | 0.06% | 0.06% | 44 | -2,327 | -0.69% | Q4 2025 | Feb 12, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Reduced | 330,524 | 46,213 | 0.4% | 0.56% | 45 | -140,710 | -29.86% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 325,574 | 45,521 | 0.01% | 0.01% | 46 | -14,071 | -4.14% | Q4 2025 | Feb 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 299,692 | 41,903 | 0.05% | 0.06% | 47 | +120,855 | 67.58% | Q4 2025 | Feb 13, 2026 |
| Holocene Advisors, LP | History | Added to | 261,838 | 36,610 | 0.08% | 0.05% | 48 | +101,233 | 63.03% | Q4 2025 | Feb 17, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 257,271 | 36,305 | 2.09% | 2.04% | 49 | -117,723 | -31.39% | Q4 2025 | Feb 03, 2026 |
| Nuveen, LLC | History | Added to | 258,754 | 36,178 | 0.01% | 0.01% | 50 | +1,710 | 0.67% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 254,329 | 35,560 | 0.05% | 0.01% | 51 | +211,338 | 491.59% | Q4 2025 | Feb 17, 2026 |
| Junto Capital Management LP | History | New | 253,488 | 35,442 | 0.78% | — | 52 | +253,488 | New | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 250,915 | 35,257 | 0.04% | 0.04% | 53 | -34,792 | -12.18% | Q4 2025 | Feb 13, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 236,284 | 33,037 | 2.02% | 1.92% | 54 | -16,919 | -6.68% | Q4 2025 | Feb 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 236,060 | 33,005 | 0.7% | 0.64% | 55 | +16,052 | 7.3% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 219,533 | 30,695 | 0.0% | 0.01% | 56 | -52,231 | -19.22% | Q4 2025 | Jan 29, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 216,732 | 30,303 | 0.09% | 0.1% | 57 | -48,747 | -18.36% | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 215,960 | 30,195 | 0.25% | 0.21% | 58 | -997 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 203,554 | 28,460 | 0.11% | 0.13% | 59 | -34,656 | -14.55% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 195,049 | 27,271 | 0.02% | 0.02% | 60 | -1,677 | -0.85% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 190,487 | 27,174 | 0.04% | 0.04% | 61 | -10,223 | -5.09% | Q4 2025 | Jan 15, 2026 |
| Lightrock Netherlands B.V. | History | Added to | 181,500 | 25,377 | 5.26% | 5.23% | 62 | +3,992 | 2.25% | Q4 2025 | Jan 26, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 181,033 | 25,312 | 0.04% | 0.04% | 63 | -1,700 | -0.93% | Q4 2025 | Feb 10, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 172,260 | 24,085 | 1.22% | 1.57% | 64 | -59,244 | -25.59% | Q4 2025 | Feb 05, 2026 |
| BANK OF NOVA SCOTIA | History | New | 172,100 | 24,063 | 0.04% | — | 65 | +172,100 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 167,281 | 23,389 | 0.05% | 0.04% | 66 | +46,830 | 38.88% | Q4 2025 | Feb 17, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 162,988 | 22,788 | 1.35% | 1.44% | 67 | -27,976 | -14.65% | Q4 2025 | Feb 12, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 155,402 | 21,728 | 0.03% | 0.02% | 68 | -2,690 | -1.7% | Q4 2025 | Feb 12, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 154,975 | 21,668 | 1.17% | — | 69 | +154,975 | New | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 153,934 | 21,523 | 0.0% | 0.0% | 70 | -377 | -0.24% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | New | 147,754 | 20,658 | 0.01% | — | 71 | +147,754 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 144,143 | 20,154 | 0.05% | 0.04% | 72 | +10,993 | 8.26% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 136,803 | 19,127 | 0.0% | 0.0% | 73 | -5,914 | -4.14% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 132,167 | 18,479 | 0.01% | 0.01% | 74 | +2,500 | 1.93% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 129,993 | 18,175 | 0.01% | 0.01% | 75 | +5,823 | 4.69% | Q4 2025 | Feb 12, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 127,050 | 17,764 | 0.53% | 0.32% | 76 | +24,100 | 23.41% | Q4 2025 | Feb 13, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 123,983 | 17,335 | 3.21% | 3.35% | 77 | -10,400 | -7.74% | Q4 2025 | Feb 06, 2026 |
| Phocas Financial Corp. | History | Reduced | 123,314 | 17,241 | 2.24% | 2.12% | 78 | -292 | -0.24% | Q4 2025 | Jan 26, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 119,738 | 16,741 | 2.62% | 2.47% | 79 | -14,659 | -10.91% | Q4 2025 | Feb 17, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 117,590 | 16,441 | 1.2% | 1.12% | 80 | +6,917 | 6.25% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 111,688 | 15,617 | 0.0% | — | 81 | +111,688 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 108,866 | 15,221 | 0.26% | 0.27% | 82 | -1,490 | -1.35% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 106,781 | 14,930 | 0.12% | — | 83 | +106,781 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 106,254 | 14,856 | 0.0% | 0.0% | 84 | +26,488 | 33.21% | Q4 2025 | Feb 11, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 104,200 | 14,569 | 0.02% | 0.02% | 85 | -5,000 | -4.58% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 99,742 | 13,945 | 0.0% | 0.0% | 86 | -25,458 | -20.33% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 96,109 | 13,438 | 0.03% | 0.03% | 87 | -804 | -0.83% | Q4 2025 | Jan 30, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 90,859 | 12,703 | 0.09% | 0.08% | 88 | +32 | 0.04% | Q4 2025 | Jan 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 87,230 | 12,196 | 0.09% | 0.08% | 89 | +378 | 0.44% | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 85,797 | 11,996 | 0.08% | 0.1% | 90 | -24,081 | -21.92% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 84,346 | 11,793 | 0.0% | 0.0% | 91 | -15,626 | -15.63% | Q4 2025 | Feb 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 83,448 | 11,667 | 0.12% | 0.12% | 92 | -5,784 | -6.48% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 81,222 | 11,356 | 0.01% | 0.0% | 93 | +34,085 | 72.31% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 80,376 | 11,238 | 0.04% | 0.04% | 94 | -574 | -0.71% | Q4 2025 | Jan 15, 2026 |
| Alberta Investment Management Corp | History | New | 79,550 | 11,122 | 0.07% | — | 95 | +79,550 | New | Q4 2025 | Feb 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 78,917 | 11,034 | 0.01% | 0.01% | 96 | -28,759 | -26.71% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 78,281 | 10,945 | 0.04% | 0.04% | 97 | -1,097 | -1.38% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 75,459 | 10,550 | 0.0% | 0.0% | 98 | +59,554 | 374.44% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 70,956 | 9,921 | 0.16% | 0.16% | 99 | -11,834 | -14.29% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Added to | 70,857 | 9,907 | 0.38% | 0.22% | 100 | +27,013 | 61.61% | Q4 2025 | Feb 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 67,924 | 9,497 | 0.02% | — | 101 | +67,924 | New | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 67,585 | 9,449 | 0.05% | — | 102 | +67,585 | New | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Reduced | 66,704 | 9,326 | 0.0% | 0.0% | 103 | -99,179 | -59.79% | Q4 2025 | Feb 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 65,833 | 9,204 | 1.72% | 1.09% | 104 | +22,641 | 52.42% | Q4 2025 | Jan 30, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 65,738 | 9,191 | 0.02% | 0.02% | 105 | -54,163 | -45.17% | Q4 2025 | Feb 17, 2026 |
| Longaeva Partners L.P. | History | New | 64,715 | 9,048 | 0.76% | — | 106 | +64,715 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 64,153 | 8,969 | 0.0% | 0.0% | 107 | +1,710 | 2.74% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 63,688 | 8,904 | 0.03% | 0.03% | 108 | +228 | 0.36% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 63,417 | 8,866 | 0.01% | 0.01% | 109 | +459 | 0.73% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 61,025 | 8,532 | 0.03% | — | 110 | +61,025 | New | Q4 2025 | Feb 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 59,858 | 8,369 | 0.03% | 0.03% | 111 | -12,448 | -17.22% | Q4 2025 | Feb 13, 2026 |
| Interval Partners, LP | History | New | 59,269 | 8,286 | 0.15% | — | 112 | +59,269 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 55,520 | 7,763 | 0.01% | 0.01% | 113 | -209 | -0.38% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 55,465 | 7,755 | 0.05% | — | 114 | +55,465 | New | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 51,637 | 7,220 | 0.01% | 0.01% | 115 | +29,386 | 132.07% | Q4 2025 | Jan 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 50,928 | 7,121 | 0.0% | 0.0% | 116 | +2,656 | 5.5% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 49,100 | 6,865 | 0.02% | — | 117 | +49,100 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 47,711 | 6,670 | 0.01% | — | 118 | +47,711 | New | Q4 2025 | Feb 13, 2026 |
| MAIRS & POWER INC | History | Reduced | 46,633 | 6,520 | 0.06% | 0.06% | 119 | -4,216 | -8.29% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 46,492 | 6,500 | 0.01% | 0.01% | 120 | -19,581 | -29.64% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 46,263 | 6,468 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vest Financial, LLC | History | Reduced | 45,975 | 6,428 | 0.08% | 0.21% | 122 | -77,534 | -62.78% | Q4 2025 | Jan 30, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 43,499 | 6,082 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 42,491 | 5,941 | 0.01% | 0.01% | 124 | -6,459 | -13.2% | Q4 2025 | Feb 11, 2026 |
| IAT REINSURANCE CO LTD. | History | Added to | 220,000 | 5,731 | 1.68% | 1.15% | 125 | +20,000 | 10.0% | Q4 2025 | Feb 10, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 40,294 | 5,633 | 0.17% | 0.19% | 126 | -7,923 | -16.43% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 40,083 | 5,604 | 0.04% | 0.03% | 127 | +7,442 | 22.8% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 39,902 | 5,579 | 0.02% | — | 128 | +39,902 | New | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 38,975 | 5,449 | 0.01% | 0.01% | 129 | -17,851 | -31.41% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 38,734 | 5,415 | 0.01% | 0.01% | 130 | +76 | 0.2% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 37,572 | 5,254 | 0.01% | 0.01% | 131 | -18,598 | -33.11% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 36,890 | 5,157 | 0.18% | 0.09% | 132 | +18,572 | 101.39% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 36,436 | 5,094 | 0.04% | 0.04% | 133 | -1,082 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 35,803 | 5,005 | 4.64% | 4.56% | 134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 35,279 | 4,932 | 0.02% | 0.03% | 135 | -27,628 | -43.92% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 33,556 | 4,691 | 0.01% | 0.01% | 136 | -2,834 | -7.79% | Q4 2025 | Jan 30, 2026 |
| Horizon Investments, LLC | History | Added to | 33,287 | 4,654 | 0.06% | 0.03% | 137 | +14,776 | 79.82% | Q4 2025 | Feb 02, 2026 |
| ExodusPoint Capital Management, LP | History | New | 32,904 | 4,600 | 0.04% | — | 138 | +32,904 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 32,708 | 4,573 | 0.02% | 0.02% | 139 | -1,688 | -4.91% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 31,666 | 4,427 | 0.0% | 0.0% | 140 | -2,553 | -7.46% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 30,721 | 4,295 | 0.01% | 0.01% | 141 | +5,985 | 24.2% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 29,971 | 4,191 | 0.03% | 0.03% | 142 | -548 | -1.8% | Q4 2025 | Feb 05, 2026 |
| Petiole USA ltd | History | No change | 29,750 | 4,159 | 2.7% | 2.72% | 143 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 28,499 | 3,984 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 28,064 | 3,923 | 0.03% | 0.03% | 145 | -1,421 | -4.82% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 27,655 | 3,867 | 0.01% | 0.01% | 146 | -2,021 | -6.81% | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 27,621 | 3,864 | 0.07% | — | 147 | +27,621 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 27,209 | 3,804 | 0.24% | 0.23% | 148 | +4 | 0.01% | Q4 2025 | Jan 30, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 25,705 | 3,791 | 0.01% | 0.01% | 149 | -1,100 | -4.1% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 26,694 | 3,732 | 0.01% | 0.01% | 150 | +808 | 3.12% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,458 | 3,699 | 0.0% | 0.0% | 151 | -18,023 | -40.52% | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 24,392 | 3,410 | 2.81% | 2.61% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 24,284 | 3,395 | 0.91% | 0.92% | 153 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,707 | 3,314 | 0.0% | 0.01% | 154 | -21,452 | -47.5% | Q4 2025 | Feb 02, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 23,639 | 3,305 | 0.02% | 0.02% | 155 | -420 | -1.75% | Q4 2025 | Jan 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 23,146 | 3,236 | 0.01% | 0.01% | 156 | +615 | 2.73% | Q4 2025 | Jan 27, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 48 | 3,173 | 0.22% | 0.19% | 157 | -22,852 | -99.79% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 21,898 | 3,061 | 0.0% | 0.01% | 158 | -2,617 | -10.68% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,655 | 3,027 | 0.01% | 0.01% | 159 | -2,169 | -9.1% | Q4 2025 | Feb 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,762 | 3,004 | 0.03% | 0.03% | 160 | -349 | -1.65% | Q4 2025 | Jan 21, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 21,349 | 2,985 | 0.45% | 0.45% | 161 | -90 | -0.42% | Q4 2025 | Jan 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 20,977 | 2,933 | 0.23% | 0.24% | 162 | -2,302 | -9.89% | Q4 2025 | Jan 20, 2026 |
| Advisors Capital Management, LLC | History | New | 20,719 | 2,896 | 0.03% | — | 163 | +20,719 | New | Q4 2025 | Jan 29, 2026 |
| Legato Capital Management LLC | History | Added to | 20,310 | 2,839 | 0.24% | 0.21% | 164 | +5,940 | 41.34% | Q4 2025 | Feb 06, 2026 |
| One Capital Management, LLC | History | Added to | 19,559 | 2,734 | 0.08% | 0.06% | 165 | +5,810 | 42.26% | Q4 2025 | Feb 10, 2026 |
| Future Fund LLC | History | Added to | 19,552 | 2,733 | 0.87% | 0.64% | 166 | +5,810 | 42.28% | Q4 2025 | Feb 10, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 19,000 | 2,656 | 0.47% | 0.48% | 167 | -4,727 | -19.92% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 18,910 | 2,643 | 0.0% | 0.0% | 168 | +1,206 | 6.81% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,782 | 2,626 | 0.02% | 0.02% | 169 | +794 | 4.41% | Q4 2025 | Jan 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 18,752 | 2,621 | 0.01% | 0.01% | 170 | +142 | 0.76% | Q4 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 18,725 | 2,618 | 0.05% | 0.04% | 171 | +212 | 1.15% | Q4 2025 | Jan 14, 2026 |
| Arizona State Retirement System | History | Reduced | 18,611 | 2,602 | 0.01% | 0.01% | 172 | -1,174 | -5.93% | Q4 2025 | Jan 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,500 | 2,586 | 0.04% | 0.04% | 173 | -100 | -0.54% | Q4 2025 | Jan 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,295 | 2,558 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | New | 18,189 | 2,543 | 0.0% | — | 175 | +18,189 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 18,075 | 2,527 | 0.01% | 0.01% | 176 | -1,241 | -6.42% | Q4 2025 | Jan 23, 2026 |
| HENNESSY ADVISORS INC | History | No change | 18,000 | 2,516 | 0.09% | 0.08% | 177 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Access Investment Management LLC | History | No change | 18,235 | 2,415 | 0.65% | 0.65% | 178 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 17,226 | 2,408 | 0.01% | 0.01% | 179 | +332 | 1.97% | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Added to | 17,021 | 2,379 | 0.01% | 0.01% | 180 | +551 | 3.35% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,758 | 2,343 | 0.01% | 0.01% | 181 | -424 | -2.47% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 16,751 | 2,342 | 0.03% | — | 182 | +16,751 | New | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,632 | 2,325 | 0.0% | 0.0% | 183 | +186 | 1.13% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 16,366 | 2,288 | 0.03% | 0.03% | 184 | -3,170 | -16.23% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,042 | 2,243 | 0.01% | 0.01% | 185 | +1,205 | 8.12% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,013 | 2,238 | 0.01% | 0.02% | 186 | -16,371 | -50.55% | Q4 2025 | Jan 29, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 15,863 | 2,217 | 0.01% | 0.01% | 187 | -100 | -0.63% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,623 | 2,184 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 15,594 | 2,180 | 0.02% | 0.02% | 189 | -31 | -0.2% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 14,984 | 2,095 | 0.02% | 0.03% | 190 | +61 | 0.41% | Q4 2025 | Feb 05, 2026 |
| ALBERT D MASON INC | History | Added to | 14,614 | 2,043 | 1.34% | 1.26% | 191 | +5 | 0.03% | Q4 2025 | Jan 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,300 | 1,999 | 0.01% | 0.01% | 192 | +300 | 2.14% | Q4 2025 | Jan 28, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,700 | 1,916 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,365 | 1,868 | 0.02% | 0.02% | 194 | -100 | -0.74% | Q4 2025 | Feb 04, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 13,296 | 1,859 | 0.05% | 0.06% | 195 | -1,064 | -7.41% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,180 | 1,843 | 0.0% | 0.01% | 196 | -34,320 | -72.25% | Q4 2025 | Feb 17, 2026 |
| one8zero8, LLC | History | Reduced | 12,925 | 1,807 | 0.39% | 0.39% | 197 | -750 | -5.48% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 12,274 | 1,716 | 0.05% | 0.05% | 198 | -276 | -2.2% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,096 | 1,691 | 0.01% | 0.01% | 199 | -4,830 | -28.54% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Added to | 11,725 | 1,639 | 0.0% | 0.0% | 200 | +797 | 7.29% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 11,569 | 1,617 | 0.01% | — | 201 | +11,569 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 11,198 | 1,570 | 0.0% | — | 202 | +11,198 | New | Q4 2025 | Mar 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 36,015 | 1,567 | 0.0% | 0.0% | 203 | +26,698 | 286.55% | Q4 2025 | Mar 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,956 | 1,531 | 0.02% | 0.02% | 204 | +546 | 5.24% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,836 | 1,515 | 0.0% | 0.0% | 206 | -1,925 | -15.09% | Q4 2025 | Feb 11, 2026 |
| Aurora Investment Counsel | History | Added to | 10,841 | 1,515 | 0.8% | 0.71% | 205 | +631 | 6.18% | Q4 2025 | Feb 13, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 10,808 | 1,511 | 0.1% | 0.1% | 207 | +430 | 4.14% | Q4 2025 | Jan 23, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 10,706 | 1,496 | 0.01% | 0.01% | 208 | -137 | -1.26% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 10,516 | 1,470 | 0.02% | 0.02% | 209 | +24 | 0.23% | Q4 2025 | Feb 05, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,958 | 1,392 | 0.0% | 0.0% | 210 | +381 | 3.98% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,845 | 1,376 | 0.02% | 0.02% | 211 | +1,889 | 23.74% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,747 | 1,362 | 0.0% | 0.0% | 212 | -827 | -7.82% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,611 | 1,343 | 0.18% | — | 213 | +9,611 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,109 | 1,273 | 0.0% | 0.0% | 214 | -465 | -4.86% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,096 | 1,271 | 0.0% | 0.0% | 215 | +479 | 5.56% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Reduced | 9,087 | 1,270 | 0.01% | 0.01% | 216 | -942 | -9.39% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,997 | 1,257 | 0.0% | 0.0% | 217 | +44 | 0.49% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,914 | 1,246 | 0.04% | 0.04% | 218 | +83 | 0.94% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,800 | 1,230 | 0.0% | 0.0% | 219 | -3,576 | -28.89% | Q4 2025 | Feb 10, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 8,733 | 1,221 | 0.06% | 0.09% | 220 | -4,287 | -32.93% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 8,686 | 1,214 | 0.02% | 0.01% | 221 | +4,529 | 108.95% | Q4 2025 | Feb 12, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 8,590 | 1,201 | 0.28% | 0.28% | 222 | -970 | -10.15% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,129 | 1,200 | 0.0% | 0.0% | 223 | +106 | 1.32% | Q4 2025 | Jan 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 8,387 | 1,172 | 0.05% | — | 224 | +8,387 | New | Q4 2025 | Feb 11, 2026 |
| Calamos Advisors LLC | History | Reduced | 8,300 | 1,160 | 0.0% | 0.01% | 225 | -21,068 | -71.74% | Q4 2025 | Jan 29, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 8,145 | 1,138 | 0.02% | 0.02% | 226 | -1,574 | -16.2% | Q4 2025 | Feb 17, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 8,012 | 1,120 | 0.0% | 0.0% | 227 | -855 | -9.64% | Q4 2025 | Feb 24, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 7,888 | 1,102 | 0.01% | 0.0% | 228 | +6,292 | 394.24% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,665 | 1,071 | 0.01% | 0.01% | 229 | +214 | 2.87% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 7,261 | 1,015 | 0.05% | 0.1% | 230 | -2,593 | -26.31% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 7,107 | 993 | 0.0% | 0.0% | 231 | +153 | 2.2% | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | New | 7,067 | 988 | 0.03% | — | 232 | +7,067 | New | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | New | 7,018 | 981 | 0.01% | — | 233 | +7,018 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,012 | 980 | 0.0% | 0.0% | 234 | +876 | 14.28% | Q4 2025 | Mar 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,801 | 950 | 0.0% | 0.0% | 235 | +29 | 0.43% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Added to | 6,748 | 943 | 0.01% | 0.0% | 236 | +746 | 12.43% | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 6,712 | 938 | 0.01% | 0.01% | 237 | +799 | 13.51% | Q4 2025 | Feb 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,700 | 936 | 0.0% | — | 238 | +6,700 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,653 | 930 | 0.01% | 0.01% | 239 | -665 | -9.09% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | Added to | 6,516 | 911 | 0.01% | 0.01% | 240 | +1 | 0.02% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,405 | 895 | 0.0% | — | 241 | +6,405 | New | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,287 | 879 | 0.0% | 0.01% | 242 | -450 | -6.68% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,217 | 869 | 0.0% | 0.0% | 243 | +2,392 | 62.54% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 6,152 | 860 | 0.01% | 0.01% | 244 | -1,255 | -16.94% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 6,130 | 857 | 0.08% | 0.08% | 245 | -251 | -3.93% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 6,099 | 852 | 0.0% | — | 246 | +6,099 | New | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 5,969 | 834 | 0.02% | 0.01% | 247 | +2,712 | 83.27% | Q4 2025 | Jan 28, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 5,876 | 821 | 0.01% | — | 248 | +5,876 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,859 | 819 | 0.05% | 0.02% | 249 | +2,853 | 94.91% | Q4 2025 | Feb 10, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 6,712 | 809 | 0.03% | 0.03% | 250 | +376 | 5.93% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,769 | 806 | 0.01% | 0.01% | 251 | -1,092 | -15.92% | Q4 2025 | Feb 10, 2026 |
| Abacus Wealth Partners, LLC | History | New | 5,684 | 794 | 0.08% | — | 252 | +5,684 | New | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,282 | 738 | 0.04% | 0.04% | 253 | -16 | -0.3% | Q4 2025 | Jan 30, 2026 |
| World Investment Advisors | History | Added to | 5,154 | 720 | 0.01% | 0.01% | 254 | +230 | 4.67% | Q4 2025 | Mar 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,130 | 717 | 0.01% | 0.01% | 255 | -171 | -3.23% | Q4 2025 | Jan 16, 2026 |
| Alyeska Investment Group, L.P. | History | New | 5,097 | 712 | 0.0% | — | 256 | +5,097 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 5,022 | 702 | 0.0% | — | 257 | +5,022 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 5,013 | 700 | 0.0% | — | 258 | +5,013 | New | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 4,898 | 684 | 0.03% | 0.02% | 259 | -100 | -2.0% | Q4 2025 | Feb 04, 2026 |
| CSS LLC/IL | History | Reduced | 4,884 | 682 | 0.03% | 0.04% | 260 | -1,400 | -22.28% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,870 | 680 | 0.0% | 0.0% | 261 | -606 | -11.07% | Q4 2025 | Feb 12, 2026 |
| Well Done, LLC | History | Reduced | 4,866 | 680 | 0.1% | 0.12% | 262 | -500 | -9.32% | Q4 2025 | Jan 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,843 | 677 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 4,750 | 664 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tidal Investments LLC | History | Added to | 4,735 | 662 | 0.0% | 0.0% | 266 | +114 | 2.47% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,741 | 662 | 0.01% | 0.01% | 265 | -45 | -0.94% | Q4 2025 | Jan 21, 2026 |
| Sapience Investments, LLC | History | Added to | 4,726 | 660 | 2.49% | 2.24% | 267 | +407 | 9.42% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,704 | 657 | 0.01% | 0.01% | 268 | -185 | -3.78% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,699 | 656 | 0.0% | 0.0% | 269 | +1,678 | 55.54% | Q4 2025 | Feb 18, 2026 |
| INTRUST BANK NA | History | Reduced | 4,680 | 654 | 0.05% | 0.06% | 270 | -645 | -12.11% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 4,546 | 635 | 0.15% | 0.16% | 271 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,332 | 605 | 0.0% | 0.0% | 272 | -2,588 | -37.4% | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 4,305 | 601 | 0.12% | — | 273 | +4,305 | New | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,279 | 598 | 0.0% | 0.0% | 274 | +1,062 | 33.01% | Q4 2025 | Feb 17, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 4,237 | 592 | 0.57% | 0.55% | 275 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EJF Capital LP | History | Reduced | 4,208 | 588 | 0.33% | 0.34% | 276 | -252 | -5.65% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | No change | 4,207 | 588 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,147 | 579 | 0.0% | 0.0% | 278 | -7,900 | -65.58% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,068 | 568 | 0.01% | 0.01% | 279 | +136 | 3.46% | Q4 2025 | Jan 20, 2026 |
| NATIXIS | History | Added to | 4,059 | 567 | 0.0% | 0.0% | 280 | +3,975 | 4732.14% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,062 | 567 | 0.0% | 0.0% | 281 | -701 | -14.72% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,029 | 563 | 0.01% | 0.01% | 282 | +236 | 6.22% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,921 | 548 | 0.02% | — | 283 | +3,921 | New | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,912 | 547 | 0.0% | 0.0% | 284 | -16 | -0.41% | Q4 2025 | Jan 26, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 3,898 | 544 | 0.03% | 0.03% | 285 | -337 | -7.96% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,869 | 541 | 0.0% | 0.0% | 286 | +195 | 5.31% | Q4 2025 | Feb 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,860 | 539 | 0.01% | 0.0% | 287 | +3,375 | 695.88% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,808 | 532 | 0.0% | 0.0% | 288 | -134 | -3.4% | Q4 2025 | Feb 06, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 3,676 | 514 | 0.15% | 0.14% | 289 | -71 | -1.89% | Q4 2025 | Feb 09, 2026 |
| Callan Family Office, LLC | History | Added to | 3,620 | 506 | 0.01% | 0.01% | 290 | +552 | 17.99% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,616 | 505 | 0.01% | 0.01% | 291 | +1,788 | 97.81% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 3,589 | 501 | 0.01% | — | 293 | +3,589 | New | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 3,585 | 501 | 0.0% | — | 292 | +3,585 | New | Q4 2025 | Feb 17, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Added to | 3,472 | 485 | 0.13% | 0.11% | 294 | +400 | 13.02% | Q4 2025 | Feb 06, 2026 |
| Utah Retirement Systems | History | No change | 3,450 | 482 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 3,397 | 474 | 0.0% | 0.0% | 296 | +37 | 1.1% | Q4 2025 | Feb 12, 2026 |
| BARR E S & CO | History | Reduced | 3,374 | 471 | 0.02% | 0.02% | 297 | -76 | -2.2% | Q4 2025 | Feb 05, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 3,305 | 462 | 0.05% | 0.06% | 298 | -1,133 | -25.53% | Q4 2025 | Feb 03, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 3,283 | 459 | 0.18% | — | 299 | +3,283 | New | Q4 2025 | Jan 27, 2026 |
| Ethic Inc. | History | Reduced | 3,200 | 447 | 0.01% | 0.01% | 300 | -357 | -10.04% | Q4 2025 | Feb 03, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,152 | 440 | 0.0% | — | 301 | +3,152 | New | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,118 | 435 | 0.0% | 0.0% | 302 | -9 | -0.29% | Q4 2025 | Feb 17, 2026 |
| Bayforest Capital Ltd | History | New | 3,111 | 434 | 0.32% | — | 303 | +3,111 | New | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,061 | 428 | 0.01% | 0.01% | 304 | +1,133 | 58.77% | Q4 2025 | Feb 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,032 | 423 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 3,000 | 419 | 0.03% | 0.03% | 306 | -500 | -14.29% | Q4 2025 | Jan 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 2,957 | 413 | 0.06% | — | 307 | +2,957 | New | Q4 2025 | Feb 20, 2026 |
| Coyle Financial Counsel LLC | History | New | 2,919 | 408 | 0.09% | — | 308 | +2,919 | New | Q4 2025 | Feb 10, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,870 | 401 | 0.11% | 0.11% | 309 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 2,843 | 397 | 0.0% | 0.0% | 310 | -600 | -17.43% | Q4 2025 | Feb 04, 2026 |
| Headlands Technologies LLC | History | Added to | 2,814 | 393 | 0.03% | 0.02% | 311 | +707 | 33.55% | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 2,799 | 391 | 0.05% | 0.05% | 312 | -630 | -18.37% | Q4 2025 | Jan 09, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,785 | 389 | 0.0% | — | 313 | +2,785 | New | Q4 2025 | Feb 03, 2026 |
| SYON CAPITAL LLC | History | Added to | 2,759 | 385 | 0.02% | 0.01% | 314 | +1,106 | 66.91% | Q4 2025 | Feb 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,713 | 379 | 0.01% | 0.01% | 315 | +183 | 7.23% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Reduced | 2,700 | 377 | 0.01% | 0.01% | 316 | -5 | -0.18% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,684 | 375 | 0.0% | 0.0% | 317 | -163 | -5.73% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | New | 2,606 | 364 | 0.0% | — | 318 | +2,606 | New | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Added to | 2,584 | 361 | 0.01% | 0.01% | 319 | +264 | 11.38% | Q4 2025 | Jan 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 2,579 | 360 | 0.0% | — | 321 | +2,579 | New | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Reduced | 2,578 | 360 | 0.0% | 0.0% | 320 | -54 | -2.05% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | New | 2,564 | 358 | 0.01% | — | 322 | +2,564 | New | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 2,524 | 354 | 0.02% | 0.01% | 323 | +481 | 23.54% | Q4 2025 | Mar 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 2,500 | 349 | 0.01% | 0.01% | 324 | +56 | 2.29% | Q4 2025 | Feb 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,470 | 345 | 0.29% | 0.28% | 325 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Paulson Wealth Management Inc. | History | No change | 2,454 | 343 | 0.08% | 0.08% | 326 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRUDENTIAL PLC | History | Added to | 2,452 | 342 | 0.0% | 0.0% | 327 | +229 | 10.3% | Q4 2025 | Feb 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,408 | 336 | 0.0% | 0.01% | 328 | -722 | -23.07% | Q4 2025 | Feb 03, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,358 | 329 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Dakota State Investment Board | History | New | 2,334 | 326 | 0.01% | — | 330 | +2,334 | New | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | New | 2,298 | 321 | 0.01% | — | 332 | +2,298 | New | Q4 2025 | Feb 17, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 2,299 | 321 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,259 | 315 | 0.01% | 0.01% | 333 | -931 | -29.18% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,230 | 311 | 0.0% | 0.01% | 334 | -42,397 | -95.0% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,221 | 310 | 0.01% | — | 335 | +2,221 | New | Q4 2025 | Feb 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,216 | 309 | 0.01% | 0.01% | 336 | -118 | -5.06% | Q4 2025 | Feb 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 2,211 | 309 | 0.07% | 0.07% | 337 | -3 | -0.14% | Q4 2025 | Jan 28, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 2,161 | 302 | 0.12% | 0.12% | 338 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 2,149 | 300 | 0.0% | 0.0% | 339 | +528 | 32.57% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 2,121 | 299 | 0.0% | 0.0% | 340 | +69 | 3.36% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,137 | 298 | 0.0% | 0.0% | 341 | -1,035 | -32.63% | Q4 2025 | Feb 09, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 2,115 | 295 | 0.01% | 0.01% | 342 | +15 | 0.71% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,083 | 291 | 0.0% | — | 343 | +2,083 | New | Q4 2025 | Feb 18, 2026 |
| Chicago Capital, LLC | History | No change | 2,024 | 282 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KBC Group NV | History | No change | 2,007 | 281 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Added to | 1,996 | 279 | 0.01% | 0.01% | 346 | +36 | 1.84% | Q4 2025 | Feb 06, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 2,000 | 279 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 1,993 | 278 | 0.05% | 0.05% | 348 | -37 | -1.82% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,964 | 274 | 0.0% | 0.0% | 349 | +1,376 | 234.01% | Q4 2025 | Feb 18, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 1,956 | 273 | 0.05% | 0.05% | 350 | -3 | -0.15% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 1,949 | 272 | 0.0% | 0.0% | 351 | -4 | -0.2% | Q4 2025 | Feb 02, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,944 | 271 | 0.01% | 0.01% | 352 | +9 | 0.47% | Q4 2025 | Jan 08, 2026 |
| CIBC Asset Management Inc | History | No change | 1,920 | 268 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DB&C Advisors, LLC | History | New | 1,910 | 267 | 0.33% | — | 354 | +1,910 | New | Q4 2025 | Feb 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 1,897 | 265 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | Reduced | 1,855 | 259 | 0.01% | 0.0% | 356 | -177 | -8.71% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,858 | 259 | 0.01% | 0.01% | 357 | -3 | -0.16% | Q4 2025 | Jan 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,846 | 258 | 0.0% | 0.0% | 358 | -41 | -2.17% | Q4 2025 | Jan 23, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 1,830 | 255 | 0.09% | 0.09% | 359 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,778 | 248 | 0.0% | 0.0% | 360 | -1,684 | -48.64% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 1,774 | 248 | 0.01% | 0.01% | 361 | +253 | 16.63% | Q4 2025 | Feb 19, 2026 |
| HB Wealth Management, LLC | History | New | 1,768 | 247 | 0.0% | — | 362 | +1,768 | New | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | Added to | 1,755 | 245 | 0.01% | 0.01% | 363 | +77 | 4.59% | Q4 2025 | Jan 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,751 | 244 | 0.0% | 0.01% | 364 | -7,301 | -80.66% | Q4 2025 | Jan 14, 2026 |
| American Trust | History | Reduced | 1,731 | 242 | 0.02% | 0.02% | 365 | -69 | -3.83% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,703 | 239 | 0.0% | 0.0% | 366 | +3 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 1,716 | 239 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,703 | 238 | 0.0% | 0.0% | 368 | -14,135 | -89.25% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,704 | 238 | 0.0% | 0.0% | 369 | +246 | 16.87% | Q4 2025 | Jan 26, 2026 |
| SummitTX Capital, L.P. | History | New | 1,697 | 237 | 0.01% | — | 370 | +1,697 | New | Q4 2025 | Feb 17, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 1,560 | 236 | 0.19% | 0.18% | 371 | -57 | -3.53% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 1,645 | 229 | 0.01% | 0.02% | 372 | -1,029 | -38.48% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 1,639 | 229 | 0.04% | 0.05% | 373 | +3 | 0.18% | Q4 2025 | Feb 04, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,625 | 227 | 0.0% | — | 374 | +1,625 | New | Q4 2025 | Jan 16, 2026 |
| Blue Water Asset Management | History | New | 1,623 | 226 | 0.08% | — | 375 | +1,623 | New | Q4 2025 | Feb 05, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 1,605 | 224 | 0.05% | 0.05% | 376 | +6 | 0.38% | Q4 2025 | Feb 10, 2026 |
| Financial Advisory Corp | History | Reduced | 1,600 | 223 | 0.03% | 0.03% | 377 | -124 | -7.19% | Q4 2025 | Jan 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 1,592 | 222 | 0.05% | — | 378 | +1,592 | New | Q4 2025 | Jan 20, 2026 |
| Optas, LLC | History | New | 1,585 | 221 | 0.03% | — | 379 | +1,585 | New | Q4 2025 | Jan 27, 2026 |
| TSFG, LLC | History | No change | 1,560 | 218 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 1,556 | 217 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | New | 1,507 | 213 | 0.01% | — | 382 | +1,507 | New | Q4 2025 | Feb 12, 2026 |
| LVZ, Inc. | History | Reduced | 1,523 | 212 | 0.02% | 0.02% | 383 | -42 | -2.68% | Q4 2025 | Feb 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 1,500 | 210 | 0.01% | — | 384 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| HARTLINE INVESTMENT CORP/ | History | New | 1,500 | 209 | 0.02% | — | 385 | +1,500 | New | Q4 2025 | Feb 09, 2026 |
| Stonebridge Capital Advisors LLC | History | New | 1,500 | 209 | 0.01% | — | 386 | +1,500 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | New | 1,499 | 209 | 0.0% | — | 387 | +1,499 | New | Q4 2025 | Feb 03, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,500 | 209 | 0.08% | 0.08% | 388 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearwater Capital Advisors, LLC | History | New | 1,487 | 207 | 0.02% | — | 390 | +1,487 | New | Q4 2025 | Feb 09, 2026 |
| Baker Avenue Asset Management, LP | History | New | 1,481 | 207 | 0.0% | — | 389 | +1,481 | New | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | New | 1,414 | 206 | 0.03% | — | 391 | +1,414 | New | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,406 | 205 | 0.01% | — | 392 | +1,406 | New | Q4 2025 | Jan 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,450 | 202 | 0.0% | — | 395 | +1,450 | New | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Added to | 1,450 | 202 | 0.0% | 0.0% | 393 | +900 | 163.64% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,445 | 202 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Daytona Street Capital LLC | History | New | 1,350 | 188 | 0.15% | — | 396 | +1,350 | New | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,329 | 185 | 0.0% | 0.0% | 397 | +529 | 66.13% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,300 | 181 | 0.0% | — | 398 | +1,300 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,179 | 164 | 0.02% | 0.02% | 399 | +197 | 20.06% | Q4 2025 | Jan 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,138 | 159 | 0.07% | — | 400 | +1,138 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,137 | 158 | 0.0% | 0.0% | 401 | -95 | -7.71% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 1,099 | 153 | 0.0% | 0.0% | 402 | +308 | 38.94% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,033 | 144 | 0.05% | 0.05% | 403 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 1,021 | 142 | 0.0% | 0.0% | 404 | +31 | 3.13% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 896 | 132 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 906 | 126 | 0.0% | 0.0% | 406 | +550 | 154.49% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 847 | 118 | 0.01% | 0.01% | 407 | +22 | 2.67% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | Reduced | 819 | 114 | 0.01% | 0.02% | 408 | -1,849 | -69.3% | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | No change | 800 | 111 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | Reduced | 763 | 106 | 0.01% | 0.01% | 410 | -266 | -25.85% | Q4 2025 | Feb 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 741 | 103 | 0.0% | 0.0% | 411 | -283 | -27.64% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 718 | 100 | 0.01% | — | 412 | +718 | New | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 685 | 95 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 662 | 93 | 0.0% | 0.01% | 414 | -11 | -1.63% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 634 | 88 | 0.0% | 0.0% | 415 | +8 | 1.28% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 579 | 80 | 0.0% | — | 416 | +579 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 555 | 78 | 0.0% | 0.0% | 417 | +159 | 40.15% | Q4 2025 | Feb 09, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 558 | 78 | 0.05% | 0.05% | 418 | -5 | -0.89% | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 520 | 72 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Added to | 479 | 66 | 0.0% | 0.0% | 420 | +167 | 53.53% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 433 | 60 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 381 | 53 | 0.03% | — | 422 | +381 | New | Q4 2025 | Jan 30, 2026 |
| REAP Financial Group, LLC | History | Added to | 373 | 52 | 0.01% | 0.01% | 423 | +52 | 16.2% | Q4 2025 | Feb 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,000 | 51 | 0.02% | — | 424 | +2,000 | New | Q4 2025 | Jan 20, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 366 | 51 | 0.02% | 0.03% | 425 | +54 | 17.31% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 353 | 49 | 0.0% | — | 426 | +353 | New | Q4 2025 | Mar 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 348 | 48 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 326 | 45 | 0.0% | 0.0% | 428 | -69 | -17.47% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 302 | 42 | 0.0% | 0.0% | 429 | +207 | 217.89% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 319 | 40 | 0.0% | — | 430 | +319 | New | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | New | 279 | 39 | 0.02% | — | 432 | +279 | New | Q4 2025 | Feb 18, 2026 |
| Covestor Ltd | History | Reduced | 276 | 39 | 0.02% | 0.03% | 431 | -132 | -32.35% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 276 | 38 | 0.0% | 0.0% | 433 | +30 | 12.2% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO | History | No change | 255 | 37 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 250 | 34 | 0.0% | — | 436 | +250 | New | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 245 | 34 | 0.0% | 0.0% | 435 | +42 | 20.69% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 240 | 33 | 0.0% | 0.0% | 437 | +101 | 72.66% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 229 | 32 | 0.0% | 0.0% | 438 | +160 | 231.88% | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | No change | 232 | 32 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Elyxium Wealth, LLC | History | New | 225 | 31 | 0.01% | — | 441 | +225 | New | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 225 | 31 | 0.0% | 0.0% | 440 | -64 | -22.15% | Q4 2025 | Jan 07, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 210 | 29 | 0.01% | 0.01% | 442 | -6 | -2.78% | Q4 2025 | Jan 21, 2026 |
| MASECO LLP | History | Added to | 201 | 28 | 0.0% | 0.0% | 443 | +1 | 0.5% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 187 | 26 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 173 | 24 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 169 | 24 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 168 | 23 | 0.01% | — | 449 | +168 | New | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 166 | 23 | 0.0% | 0.0% | 448 | +62 | 59.62% | Q4 2025 | Feb 24, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 167 | 23 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 160 | 22 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 150 | 20 | 0.01% | 0.01% | 451 | -46 | -23.47% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 136 | 19 | 0.0% | — | 454 | +136 | New | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 133 | 19 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Key FInancial Inc | History | No change | 139 | 19 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Basepoint Wealth LLC | History | New | 133 | 18 | 0.01% | — | 456 | +133 | New | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 133 | 18 | 0.0% | 0.0% | 455 | +26 | 24.3% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | New | 123 | 17 | 0.0% | — | 458 | +123 | New | Q4 2025 | Jan 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Added to | 126 | 17 | 0.0% | 0.0% | 457 | +1 | 0.8% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 115 | 16 | 0.0% | 0.0% | 459 | +29 | 33.72% | Q4 2025 | Jan 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 120 | 16 | 0.01% | 0.01% | 460 | -6 | -4.76% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 105 | 15 | 0.0% | 0.35% | 461 | -42,301 | -99.75% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 114 | 15 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | Reduced | 93 | 13 | 0.0% | 0.0% | 463 | -76 | -44.97% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 91 | 12 | 0.0% | 0.0% | 464 | +21 | 30.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 86 | 12 | 0.0% | 0.0% | 465 | +6 | 7.5% | Q4 2025 | Jan 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 74 | 10 | 0.0% | 0.0% | 466 | -100 | -57.47% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 72 | 10 | 0.0% | 0.0% | 467 | +22 | 44.0% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | New | 66 | 9 | 0.0% | — | 469 | +66 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 71 | 9 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 59 | 8 | 0.0% | 0.0% | 470 | +3 | 5.36% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | No change | 58 | 8 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 55 | 7 | 0.0% | 0.0% | 472 | -80 | -59.26% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 52 | 7 | 0.0% | — | 474 | +52 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 51 | 7 | 0.0% | 0.0% | 473 | +21 | 70.0% | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 47 | 6 | 0.0% | — | 476 | +47 | New | Q4 2025 | Jan 27, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 45 | 6 | 0.0% | 0.0% | 480 | -45 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Added to | 47 | 6 | 0.0% | 0.0% | 475 | +18 | 62.07% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 44 | 6 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 48 | 6 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avion Wealth | History | Added to | 36 | 5 | 0.0% | 0.0% | 481 | +4 | 12.5% | Q4 2025 | Jan 23, 2026 |
| Sachetta, LLC | History | No change | 37 | 5 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 35 | 4 | 0.0% | — | 484 | +35 | New | Q4 2025 | Jan 28, 2026 |
| Motiv8 Investments LLC | History | New | 32 | 4 | 0.0% | — | 487 | +32 | New | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 32 | 4 | 0.0% | 0.0% | 486 | +4 | 14.29% | Q4 2025 | Jan 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 31 | 4 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunrise Financial Services, LLC | History | New | 18 | 2 | 0.0% | — | 493 | +18 | New | Q4 2025 | Feb 11, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 17 | 2 | 0.0% | — | 490 | +17 | New | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | New | 16 | 2 | 0.0% | — | 491 | +16 | New | Q4 2025 | Jan 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| First Command Advisory Services, Inc. | History | New | 12 | 1 | 0.0% | — | 496 | +12 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 12 | 1 | 0.0% | — | 502 | +12 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 10 | 1 | 0.0% | — | 495 | +10 | New | Q4 2025 | Feb 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 499 | -4 | -26.67% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | Added to | 13 | 1 | 0.0% | 0.0% | 501 | +3 | 30.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 13 | 1 | 0.0% | 0.0% | 500 | +2 | 18.18% | Q4 2025 | Jan 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 14 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 0.94% | — | -152,737 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.04% | — | -26,764 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SHAKER INVESTMENTS LLC/OH | History | Closed out | 0 | 0 | — | 1.39% | — | -26,185 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.28% | — | -10,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tweedy, Browne Co LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,052 | -100.0% | Q3 2025 | Nov 20, 2025 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -5,865 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.19% | — | -5,610 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -4,512 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,714 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,128 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,604 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,442 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,954 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,825 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,711 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -851 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -538 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -473 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -465 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -144 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -85 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q4 2025 | Feb 02, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Jan 07, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 6 | 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 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cromwell Holdings LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bare Financial Services, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |