WHITE MOUNTAINS INSURANCE GROUP LTD - WTM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 53 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 | 235,698 | 489,787 | 0.01% | 0.01% | 1 | -11,306 | -4.58% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 156,604 | 325,427 | 0.07% | 0.06% | 2 | -613 | -0.39% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 129,654 | 269,424 | 0.2% | 0.14% | 3 | +14,639 | 12.73% | Q4 2025 | Feb 13, 2026 |
| River Road Asset Management, LLC | History | Added to | 120,880 | 251,192 | 2.76% | 2.05% | 4 | +11,292 | 10.3% | Q4 2025 | Feb 24, 2026 |
| BlackRock, Inc. | History | Reduced | 112,289 | 233,341 | 0.0% | 0.0% | 5 | -290 | -0.26% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 108,172 | 224,785 | 0.76% | 0.61% | 6 | +81 | 0.07% | Q4 2025 | Feb 18, 2026 |
| COOKE & BIELER LP | History | Reduced | 106,579 | 221,474 | 2.31% | 1.86% | 7 | -1,272 | -1.18% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 90,333 | 187,714 | 2.06% | 1.6% | 8 | -4,050 | -4.29% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 82,151 | 170,715 | 0.01% | 0.01% | 9 | -56,711 | -40.84% | Q4 2025 | Feb 13, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 80,347 | 166,963 | 20.1% | 16.93% | 10 | -1,142 | -1.4% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Reduced | 76,911 | 159,727 | 0.17% | 0.15% | 11 | -7,534 | -8.92% | Q4 2025 | Feb 13, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 58,697 | 121,996 | 0.7% | 0.62% | 12 | -8,105 | -12.13% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 50,663 | 105,279 | 0.0% | 0.0% | 13 | -3,781 | -6.94% | Q4 2025 | Feb 13, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 43,973 | 91,413 | 2.74% | 2.26% | 14 | +2,364 | 5.68% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 41,518 | 86,296 | 0.01% | 0.0% | 15 | -572 | -1.36% | Q4 2025 | Feb 09, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 33,796 | 70,229 | 0.22% | 0.18% | 16 | -3,123 | -8.46% | Q4 2025 | Feb 13, 2026 |
| GENDELL JEFFREY L | History | New | 32,520 | 67,577 | 1.17% | — | 17 | +32,520 | New | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 32,184 | 66,879 | 0.01% | — | 18 | +32,184 | New | Q4 2025 | Feb 10, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 31,652 | 65,773 | 2.93% | 2.7% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,809 | 59,866 | 0.0% | 0.0% | 20 | -10,003 | -25.77% | Q4 2025 | Feb 17, 2026 |
| Cannell & Spears LLC | History | Reduced | 28,115 | 58,422 | 1.09% | 0.89% | 21 | -173 | -0.61% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,969 | 49,808 | 0.02% | 0.02% | 22 | -5,423 | -18.45% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 23,238 | 48,289 | 0.01% | 0.01% | 23 | -994 | -4.1% | Q4 2025 | Feb 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 22,629 | 47,024 | 6.99% | 5.89% | 24 | +23 | 0.1% | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 20,193 | 41,232 | 0.07% | 0.08% | 25 | -11,505 | -36.3% | Q4 2025 | Jan 15, 2026 |
| Select Equity Group, L.P. | History | Added to | 19,713 | 40,964 | 0.18% | 0.12% | 26 | +2,767 | 16.33% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 18,956 | 39,392 | 0.05% | 0.04% | 27 | -1,376 | -6.77% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 16,667 | 34,634 | 0.0% | 0.0% | 28 | -1,090 | -6.14% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 15,928 | 33,098 | 0.01% | 0.01% | 29 | -3,283 | -17.09% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,798 | 32,829 | 0.01% | 0.01% | 30 | -1,793 | -10.19% | Q4 2025 | Feb 10, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Reduced | 13,598 | 28,257 | 17.85% | 16.8% | 31 | -1,212 | -8.18% | Q4 2025 | Feb 17, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 13,121 | 27,265 | 0.37% | 0.27% | 32 | +37 | 0.28% | Q4 2025 | Feb 11, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,682 | 22,203 | 0.05% | 0.05% | 33 | -2,553 | -19.29% | Q4 2025 | Feb 09, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Reduced | 10,672 | 22,177 | 4.8% | 3.76% | 34 | -590 | -5.24% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,141 | 18,994 | 0.0% | 0.0% | 35 | -211 | -2.26% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 8,927 | 18,551 | 0.31% | 0.23% | 36 | +275 | 3.18% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,831 | 18,352 | 0.0% | 0.0% | 37 | -1,271 | -12.58% | Q4 2025 | Feb 10, 2026 |
| GW&K Investment Management, LLC | History | Added to | 8,621 | 17,915 | 0.15% | 0.12% | 38 | +611 | 7.63% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 8,593 | 17,856 | 0.01% | 0.0% | 39 | +6,081 | 242.08% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,916 | 16,450 | 0.02% | 0.01% | 40 | +2,530 | 46.97% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,655 | 15,907 | 0.0% | 0.0% | 41 | +7,648 | 109257.14% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,271 | 15,109 | 0.03% | 0.03% | 42 | +1,217 | 20.1% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 6,752 | 14,030 | 0.04% | 0.04% | 43 | -354 | -4.98% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 6,716 | 13,956 | 0.01% | 0.01% | 44 | -2,516 | -27.25% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 6,716 | 13,956 | 0.05% | 0.05% | 45 | -183 | -2.65% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 6,662 | 13,844 | 0.01% | 0.05% | 46 | -41,110 | -86.05% | Q4 2025 | Feb 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 6,296 | 13,083 | 0.01% | 0.01% | 47 | -2,230 | -26.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 6,001 | 12,470 | 0.0% | 0.0% | 48 | -6,084 | -50.34% | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 5,947 | 12,358 | 0.13% | 0.11% | 49 | -355 | -5.63% | Q4 2025 | Feb 09, 2026 |
| Phocas Financial Corp. | History | Reduced | 5,491 | 11,410 | 1.48% | 1.19% | 50 | -14 | -0.25% | Q4 2025 | Jan 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 5,456 | 11,337 | 0.17% | 0.14% | 51 | -90 | -1.62% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,260 | 10,930 | 0.0% | 0.0% | 52 | -651 | -11.01% | Q4 2025 | Mar 25, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 5,193 | 10,791 | 0.12% | 0.1% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 5,086 | 10,568 | 0.01% | 0.0% | 54 | +140 | 2.83% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 4,555 | 9,465 | 0.01% | — | 55 | +4,555 | New | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,476 | 9,301 | 0.0% | 0.01% | 56 | -1,437 | -24.3% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,165 | 8,654 | 0.01% | 0.01% | 57 | -67 | -1.58% | Q4 2025 | Feb 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 3,615 | 7,512 | 0.34% | — | 58 | +3,615 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 3,543 | 7,362 | 0.01% | 0.01% | 59 | +1,603 | 82.63% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 3,475 | 7,221 | 0.0% | 0.0% | 60 | +17 | 0.49% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 3,415 | 7,096 | 0.01% | 0.0% | 61 | +313 | 10.09% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,340 | 6,940 | 0.0% | 0.0% | 62 | +1,804 | 117.45% | Q4 2025 | Feb 10, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 3,226 | 6,703 | 0.04% | — | 63 | +3,226 | New | Q4 2025 | Feb 11, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 3,103 | 6,448 | 0.46% | 0.38% | 64 | -45 | -1.43% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,053 | 6,344 | 0.0% | 0.0% | 65 | +25 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 3,037 | 6,310 | 0.0% | 0.0% | 66 | -1,012 | -24.99% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Reduced | 2,995 | 6,223 | 0.0% | 0.0% | 67 | -322 | -9.71% | Q4 2025 | Feb 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,935 | 6,099 | 0.01% | 0.01% | 68 | +83 | 2.91% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 2,792 | 5,801 | 0.01% | 0.01% | 69 | -350 | -11.14% | Q4 2025 | Feb 12, 2026 |
| Triad Investment Management | History | New | 2,548 | 5,294 | 5.36% | — | 70 | +2,548 | New | Q4 2025 | Jan 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 2,513 | 5,222 | 0.01% | 0.01% | 71 | -6 | -0.24% | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,457 | 5,105 | 0.01% | 0.0% | 72 | +24 | 0.99% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,123 | 4,411 | 0.02% | 0.02% | 73 | -50 | -2.3% | Q4 2025 | Jan 12, 2026 |
| Forum Financial Management, LP | History | No change | 2,016 | 4,189 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,990 | 4,136 | 0.0% | 0.0% | 75 | +108 | 5.74% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,965 | 4,083 | 0.0% | 0.0% | 76 | -341 | -14.79% | Q4 2025 | Feb 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,872 | 3,890 | 0.21% | 0.18% | 77 | -10 | -0.53% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Added to | 1,849 | 3,842 | 0.0% | 0.0% | 78 | +360 | 24.18% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,806 | 3,752 | 0.0% | 0.0% | 79 | -2,516 | -58.21% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,765 | 3,667 | 0.07% | 0.06% | 80 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,707 | 3,547 | 0.0% | 0.0% | 81 | -3,113 | -64.59% | Q4 2025 | Feb 12, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 1,635 | 3,397 | 1.41% | 0.64% | 82 | +824 | 101.6% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 1,502 | 3,121 | 0.04% | 0.03% | 83 | -70 | -4.45% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,501 | 3,119 | 0.0% | 0.0% | 84 | -350 | -18.91% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,610 | 3,098 | 0.0% | 0.0% | 85 | +257 | 18.99% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,447 | 3,006 | 0.0% | 0.0% | 86 | -18 | -1.23% | Q4 2025 | Feb 06, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,408 | 2,925 | 0.01% | 0.01% | 87 | -372 | -20.9% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,312 | 2,727 | 0.0% | 0.0% | 88 | -4 | -0.3% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,193 | 2,479 | 0.0% | 0.0% | 89 | +912 | 324.56% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 1,180 | 2,452 | 0.07% | 0.02% | 90 | +415 | 54.25% | Q4 2025 | Feb 17, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 1,176 | 2,444 | 0.31% | 0.24% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PECAUT & CO. | History | No change | 1,167 | 2,425 | 0.78% | 0.63% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 1,135 | 2,358 | 0.01% | 0.01% | 93 | -20 | -1.73% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,123 | 2,335 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 1,117 | 2,321 | 0.25% | 0.22% | 95 | -89 | -7.38% | Q4 2025 | Feb 05, 2026 |
| MARSHALL WACE, LLP | History | New | 1,098 | 2,281 | 0.0% | — | 96 | +1,098 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,097 | 2,280 | 0.0% | — | 97 | +1,097 | New | Q4 2025 | Feb 17, 2026 |
| Autumn Glory Partners, LLC | History | No change | 1,080 | 2,244 | 0.79% | 0.74% | 98 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 1,070 | 2,223 | 0.02% | 0.02% | 99 | -47 | -4.21% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 1,034 | 2,149 | 0.01% | 0.01% | 100 | -91 | -8.09% | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 1,000 | 2,078 | 0.0% | 0.0% | 101 | -166 | -14.24% | Q4 2025 | Feb 10, 2026 |
| Holocene Advisors, LP | History | Added to | 998 | 2,073 | 0.0% | 0.0% | 102 | +159 | 18.95% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 939 | 1,952 | 0.0% | 0.0% | 103 | +314 | 50.24% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 934 | 1,940 | 0.01% | 0.01% | 104 | -49 | -4.98% | Q4 2025 | Feb 11, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 924 | 1,920 | 0.45% | 0.37% | 105 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 913 | 1,897 | 0.0% | 0.0% | 106 | +660 | 260.87% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 906 | 1,882 | 0.0% | 0.0% | 107 | +308 | 51.51% | Q4 2025 | Mar 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 906 | 1,881 | 0.01% | 0.01% | 108 | +88 | 10.76% | Q4 2025 | Feb 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 895 | 1,859 | 0.0% | 0.0% | 109 | -1,347 | -60.08% | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 880 | 1,829 | 0.01% | 0.01% | 110 | -220 | -20.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 864 | 1,795 | 0.14% | 0.11% | 111 | +12 | 1.41% | Q4 2025 | Jan 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 856 | 1,778 | 0.0% | 0.0% | 112 | -78 | -8.35% | Q4 2025 | Feb 17, 2026 |
| EQUITABLE TRUST CO | History | Added to | 840 | 1,745 | 0.08% | 0.06% | 113 | +53 | 6.73% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 835 | 1,736 | 0.13% | 0.14% | 114 | -426 | -33.78% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 811 | 1,685 | 0.0% | — | 115 | +811 | New | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 807 | 1,676 | 0.0% | 0.0% | 116 | -148 | -15.5% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 792 | 1,645 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 776 | 1,612 | 0.01% | 0.0% | 118 | -38 | -4.67% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 767 | 1,594 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 761 | 1,581 | 0.01% | 0.01% | 120 | +59 | 8.4% | Q4 2025 | Jan 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 736 | 1,529 | 0.0% | 0.0% | 121 | -437 | -37.25% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 734 | 1,525 | 0.01% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 726 | 1,508 | 0.04% | — | 123 | +726 | New | Q4 2025 | Feb 12, 2026 |
| Arizona State Retirement System | History | Reduced | 718 | 1,492 | 0.01% | 0.01% | 124 | -44 | -5.77% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 715 | 1,485 | 0.0% | 0.0% | 125 | +568 | 386.39% | Q4 2025 | Feb 18, 2026 |
| Squarepoint Ops LLC | History | Added to | 706 | 1,467 | 0.0% | 0.0% | 126 | +528 | 296.63% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 705 | 1,465 | 0.0% | 0.0% | 127 | -2 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 687 | 1,427 | 0.04% | 0.04% | 128 | +7 | 1.03% | Q4 2025 | Feb 10, 2026 |
| Ethic Inc. | History | Reduced | 672 | 1,396 | 0.02% | 0.02% | 129 | -71 | -9.56% | Q4 2025 | Feb 03, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 665 | 1,381 | 0.01% | 0.01% | 130 | +51 | 8.31% | Q4 2025 | Feb 11, 2026 |
| Jump Financial, LLC | History | New | 658 | 1,367 | 0.02% | — | 131 | +658 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 638 | 1,325 | 0.01% | 0.01% | 132 | +15 | 2.41% | Q4 2025 | Feb 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 623 | 1,294 | 0.0% | 0.04% | 133 | -16,616 | -96.39% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 617 | 1,282 | 0.04% | 0.03% | 134 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 600 | 1,246 | 0.02% | 0.02% | 135 | -228 | -27.54% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 595 | 1,236 | 0.03% | 0.02% | 136 | +18 | 3.12% | Q4 2025 | Jan 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 595 | 1,236 | 0.0% | 0.0% | 137 | -10 | -1.65% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 570 | 1,184 | 0.01% | 0.01% | 138 | +94 | 19.75% | Q4 2025 | Jan 23, 2026 |
| Sendero Wealth Management, LLC | History | No change | 562 | 1,167 | 0.13% | 0.11% | 139 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 560 | 1,163 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Reduced | 559 | 1,161 | 0.0% | 0.0% | 141 | -393 | -41.28% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 559 | 1,161 | 0.01% | 0.0% | 142 | +260 | 86.96% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 555 | 1,153 | 0.0% | — | 143 | +555 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 536 | 1,113 | 0.0% | 0.0% | 144 | +98 | 22.37% | Q4 2025 | Feb 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 533 | 1,107 | 0.35% | 0.21% | 145 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 532 | 1,105 | 0.0% | 0.0% | 146 | -104 | -16.35% | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | Reduced | 530 | 1,101 | 0.15% | 0.17% | 147 | -127 | -19.33% | Q4 2025 | Jan 21, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 529 | 1,099 | 0.03% | 0.07% | 148 | -842 | -61.42% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 523 | 1,075 | 0.03% | 0.03% | 149 | +7 | 1.36% | Q4 2025 | Jan 28, 2026 |
| Caprock Group, LLC | History | Added to | 509 | 1,057 | 0.02% | 0.02% | 150 | +17 | 3.46% | Q4 2025 | Jan 28, 2026 |
| PROSPECTOR PARTNERS LLC | History | Reduced | 490 | 1,018 | 2.18% | 0.76% | 151 | -3,293 | -87.05% | Q4 2025 | Feb 13, 2026 |
| Entropy Technologies, LP | History | New | 490 | 1,018 | 0.06% | — | 152 | +490 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 482 | 1,002 | 0.0% | 0.0% | 153 | +20 | 4.33% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 475 | 987 | 0.01% | 0.01% | 155 | -711 | -59.95% | Q4 2025 | Jan 29, 2026 |
| Parker Investment Management, LLC | History | Reduced | 475 | 987 | 0.14% | 0.1% | 154 | -25 | -5.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 455 | 945 | 0.0% | — | 156 | +455 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | No change | 450 | 935 | 0.1% | 0.09% | 157 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 443 | 920 | 0.0% | 0.0% | 158 | -9 | -1.99% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 431 | 895 | 0.0% | 0.0% | 159 | -1 | -0.23% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 410 | 852 | 0.0% | 0.0% | 160 | -3 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 402 | 835 | 0.0% | 0.0% | 161 | +188 | 87.85% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 400 | 831 | 0.0% | 0.0% | 163 | +50 | 14.29% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 400 | 831 | 0.0% | 0.0% | 162 | +4 | 1.01% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 397 | 825 | 0.0% | 0.0% | 164 | +46 | 13.11% | Q4 2025 | Feb 17, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 388 | 806 | 0.19% | 0.25% | 165 | -234 | -37.62% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 388 | 806 | 0.01% | 0.01% | 166 | +45 | 13.12% | Q4 2025 | Feb 06, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 380 | 789 | 0.03% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 364 | 756 | 0.01% | 0.01% | 169 | -32 | -8.08% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | No change | 364 | 756 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 360 | 748 | 0.01% | — | 170 | +360 | New | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 359 | 746 | 0.0% | 0.0% | 171 | +67 | 22.95% | Q4 2025 | Jan 28, 2026 |
| Roundview Capital LLC | History | Reduced | 358 | 744 | 0.05% | 0.04% | 172 | -15 | -4.02% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 354 | 735 | 0.0% | — | 173 | +354 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 353 | 734 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | Reduced | 342 | 710 | 0.31% | 0.28% | 175 | -15 | -4.2% | Q4 2025 | Jan 30, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 340 | 706 | 0.28% | — | 177 | +340 | New | Q4 2025 | Jan 27, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 340 | 706 | 0.27% | 0.22% | 176 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lummis Asset Management, LP | History | No change | 325 | 675 | 0.42% | 0.36% | 178 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 321 | 667 | 0.01% | 0.0% | 179 | +164 | 104.46% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 313 | 650 | 0.16% | 0.12% | 180 | +5 | 1.62% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 300 | 623 | 0.0% | 0.0% | 181 | +80 | 36.36% | Q4 2025 | Mar 16, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 298 | 620 | 0.17% | 0.14% | 182 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Greenland Capital Management LP | History | New | 290 | 602 | 0.06% | — | 183 | +290 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 281 | 584 | 0.02% | 0.01% | 184 | -227 | -44.69% | Q4 2025 | Feb 13, 2026 |
| Highlander Partners, L.P. | History | No change | 280 | 581 | 0.21% | 0.16% | 185 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 279 | 579 | 0.0% | 0.0% | 186 | -5 | -1.76% | Q4 2025 | Feb 17, 2026 |
| Essex Bank | History | Reduced | 275 | 571 | 0.12% | 0.11% | 187 | -9 | -3.17% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 271 | 563 | 0.0% | 0.0% | 188 | -29 | -9.67% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 261 | 542 | 0.0% | 0.0% | 189 | +7 | 2.76% | Q4 2025 | Feb 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 253 | 525 | 0.01% | 0.0% | 190 | +13 | 5.42% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 243 | 504 | 0.0% | 0.0% | 191 | +35 | 16.83% | Q4 2025 | Feb 12, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 242 | 502 | 0.3% | 0.33% | 192 | -28 | -10.37% | Q4 2025 | Jan 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 237 | 492 | 0.0% | 0.0% | 193 | +3 | 1.28% | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 229 | 476 | 0.01% | 0.01% | 194 | +5 | 2.23% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 229 | 475 | 0.01% | — | 195 | +229 | New | Q4 2025 | Feb 17, 2026 |
| Athena Investment Management | History | No change | 229 | 475 | 0.24% | 0.2% | 196 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 230 | 473 | 0.03% | 0.03% | 197 | +17 | 7.98% | Q4 2025 | Feb 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 227 | 471 | 0.04% | 0.06% | 198 | -167 | -42.39% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 227 | 464 | 0.0% | 0.0% | 199 | +17 | 8.1% | Q4 2025 | Jan 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 223 | 463 | 0.02% | 0.02% | 200 | +66 | 42.04% | Q4 2025 | Feb 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 221 | 459 | 0.02% | 0.02% | 201 | +7 | 3.27% | Q4 2025 | Jan 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 216 | 448 | 0.01% | 0.01% | 202 | +6 | 2.86% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 213 | 442 | 0.0% | 0.0% | 203 | +2 | 0.95% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 209 | 434 | 0.0% | 0.0% | 205 | +22 | 11.76% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 209 | 434 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hudson Value Partners, LLC | History | No change | 206 | 428 | 0.13% | 0.11% | 206 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tidal Investments LLC | History | Reduced | 204 | 423 | 0.0% | 0.0% | 207 | -404 | -66.45% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 204 | 423 | 0.01% | 0.01% | 208 | +17 | 9.09% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 200 | 416 | 0.0% | — | 209 | +200 | New | Q4 2025 | Feb 05, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 200 | 415 | 0.0% | 0.0% | 210 | -300 | -60.0% | Q4 2025 | Feb 12, 2026 |
| Evercore Wealth Management, LLC | History | No change | 200 | 415 | 0.01% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sage Investment Counsel LLC | History | No change | 200 | 415 | 0.46% | 0.37% | 212 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | Added to | 199 | 413 | 0.02% | 0.02% | 214 | +16 | 8.74% | Q4 2025 | Jan 05, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 199 | 413 | 0.04% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 196 | 407 | 0.0% | 0.0% | 215 | +26 | 15.29% | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 195 | 405 | 0.01% | 0.01% | 216 | -13 | -6.25% | Q4 2025 | Jan 23, 2026 |
| Riverwater Partners LLC | History | No change | 190 | 394 | 0.15% | 0.13% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 189 | 392 | 0.0% | 0.0% | 218 | -13 | -6.44% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 180 | 374 | 0.0% | 0.0% | 219 | -3 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 178 | 369 | 0.02% | 0.02% | 220 | +1 | 0.56% | Q4 2025 | Jan 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 176 | 365 | 0.0% | 0.0% | 221 | +9 | 5.39% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171 | 356 | 0.0% | 0.0% | 222 | +22 | 14.77% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | New | 166 | 344 | 0.0% | — | 223 | +166 | New | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 160 | 332 | 0.05% | 0.05% | 224 | -34 | -17.53% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 157 | 326 | 0.0% | — | 225 | +157 | New | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 154 | 320 | 0.08% | 0.06% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CONNABLE OFFICE INC | History | Added to | 152 | 315 | 0.03% | 0.02% | 227 | +23 | 17.83% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 150 | 311 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 150 | 311 | 0.01% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 150 | 311 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 146 | 303 | 0.01% | 0.01% | 232 | -14 | -8.75% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 146 | 303 | 0.0% | 0.0% | 231 | -8 | -5.19% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 143 | 297 | 0.01% | 0.01% | 233 | -3 | -2.05% | Q4 2025 | Jan 27, 2026 |
| Chapman Investment Management, LLC | History | No change | 143 | 297 | 0.22% | 0.17% | 234 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SYON CAPITAL LLC | History | New | 140 | 290 | 0.01% | — | 235 | +140 | New | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 138 | 286 | 0.0% | 0.0% | 236 | -111 | -44.58% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 137 | 284 | 0.0% | — | 237 | +137 | New | Q4 2025 | Feb 03, 2026 |
| State of Wyoming | History | Added to | 134 | 278 | 0.03% | 0.01% | 239 | +58 | 76.32% | Q4 2025 | Feb 11, 2026 |
| Utah Retirement Systems | History | No change | 134 | 278 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 133 | 276 | 0.0% | 0.02% | 240 | -3,454 | -96.29% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 132 | 274 | 0.0% | 0.0% | 241 | -7,228 | -98.21% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 130 | 270 | 0.0% | 0.0% | 242 | +4 | 3.17% | Q4 2025 | Jan 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 128 | 265 | 0.01% | 0.01% | 243 | -5 | -3.76% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 127 | 264 | 0.0% | 0.0% | 244 | +2 | 1.6% | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 127 | 263 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Columbia Asset Management | History | No change | 125 | 259 | 0.05% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CIBC Asset Management Inc | History | New | 124 | 257 | 0.0% | — | 248 | +124 | New | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 124 | 257 | 0.0% | 0.0% | 247 | +1 | 0.81% | Q4 2025 | Jan 30, 2026 |
| XPONANCE LLC | History | Added to | 123 | 255 | 0.0% | 0.0% | 249 | +3 | 2.5% | Q4 2025 | Feb 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 122 | 253 | 0.06% | 0.02% | 251 | +108 | 771.43% | Q4 2025 | Mar 03, 2026 |
| NewEdge Wealth, LLC | History | Added to | 122 | 253 | 0.0% | 0.0% | 250 | +5 | 4.27% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 121 | 251 | 0.0% | 0.0% | 252 | +1 | 0.83% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 119 | 247 | 0.0% | 0.0% | 253 | +2 | 1.71% | Q4 2025 | Jan 23, 2026 |
| Swiss Life Asset Management Ltd | History | New | 117 | 243 | 0.0% | — | 254 | +117 | New | Q4 2025 | Feb 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 115 | 238 | 0.0% | — | 255 | +115 | New | Q4 2025 | Feb 13, 2026 |
| EQUITY INVESTMENT CORP | History | New | 113 | 234 | 0.0% | — | 256 | +113 | New | Q4 2025 | Feb 12, 2026 |
| Storgate, LLC | History | New | 113 | 234 | 0.19% | — | 257 | +113 | New | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 114 | 233 | 0.03% | — | 258 | +114 | New | Q4 2025 | Feb 23, 2026 |
| Jefferies Financial Group Inc. | History | New | 112 | 232 | 0.0% | — | 259 | +112 | New | Q4 2025 | Feb 09, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 111 | 230 | 0.03% | 0.04% | 260 | -72 | -39.34% | Q4 2025 | Feb 02, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 110 | 228 | 0.0% | — | 261 | +110 | New | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | New | 105 | 218 | 0.0% | — | 262 | +105 | New | Q4 2025 | Feb 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 105 | 218 | 0.0% | 0.0% | 263 | -27 | -20.45% | Q4 2025 | Jan 07, 2026 |
| Perigon Wealth Management, LLC | History | New | 102 | 211 | 0.0% | — | 264 | +102 | New | Q4 2025 | Jan 16, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 100 | 208 | 0.09% | 0.08% | 265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 100 | 207 | 0.0% | — | 266 | +100 | New | Q4 2025 | Feb 17, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 100 | 207 | 0.01% | — | 267 | +100 | New | Q4 2025 | Jan 07, 2026 |
| Clearbridge Investments, LLC | History | New | 100 | 207 | 0.0% | — | 269 | +100 | New | Q4 2025 | Feb 11, 2026 |
| CHICAGO TRUST Co NA | History | New | 100 | 207 | 0.03% | — | 270 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 100 | 207 | 0.01% | — | 271 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Ackerman Asset Management, LLC | History | New | 100 | 207 | 0.14% | — | 273 | +100 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 100 | 207 | 0.0% | 0.01% | 272 | -90 | -47.37% | Q4 2025 | Feb 11, 2026 |
| EASTERN BANK | History | No change | 100 | 207 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 99 | 205 | 0.03% | — | 274 | +99 | New | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | Added to | 97 | 204 | 0.11% | 0.03% | 275 | +69 | 246.43% | Q4 2025 | Feb 06, 2026 |
| Callan Family Office, LLC | History | New | 97 | 201 | 0.0% | — | 276 | +97 | New | Q4 2025 | Feb 12, 2026 |
| Eagle Bay Advisors LLC | History | New | 91 | 189 | 0.14% | — | 277 | +91 | New | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 89 | 184 | 0.0% | 0.0% | 278 | -24 | -21.24% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | Reduced | 79 | 163 | 0.01% | 0.01% | 279 | -3 | -3.66% | Q4 2025 | Feb 04, 2026 |
| KBC Group NV | History | No change | 72 | 150 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SG Americas Securities, LLC | History | Reduced | 66 | 137 | 0.0% | 0.0% | 281 | -125 | -65.45% | Q4 2025 | Jan 09, 2026 |
| Smithfield Trust Co | History | No change | 64 | 132 | 0.01% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 62 | 128 | 0.01% | 0.01% | 283 | -6 | -8.82% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 61 | 126 | 0.02% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | No change | 60 | 124 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Reduced | 59 | 122 | 0.0% | 0.0% | 287 | -3 | -4.84% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 59 | 122 | 0.0% | 0.0% | 286 | -1 | -1.67% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 56 | 116 | 0.0% | 0.0% | 288 | +3 | 5.66% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 55 | 114 | 0.0% | 0.0% | 289 | +5 | 10.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 50 | 103 | 0.0% | 0.0% | 291 | +3 | 6.38% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 50 | 103 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| STEPH & CO | History | Added to | 49 | 101 | 0.03% | 0.01% | 292 | +20 | 68.97% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 49 | 101 | 0.0% | 0.0% | 293 | +4 | 8.89% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 43 | 89 | 0.0% | — | 294 | +43 | New | Q4 2025 | Feb 05, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 41 | 85 | 0.0% | 0.0% | 295 | -1 | -2.38% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 40 | 83 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 37 | 76 | 0.0% | 0.0% | 297 | +6 | 19.35% | Q4 2025 | Feb 09, 2026 |
| Quantbot Technologies LP | History | New | 34 | 70 | 0.0% | — | 298 | +34 | New | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 32 | 66 | 0.0% | — | 299 | +32 | New | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | No change | 32 | 66 | 0.05% | 0.04% | 300 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 26 | 54 | 0.0% | 0.0% | 301 | -68 | -72.34% | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | Reduced | 26 | 54 | 0.01% | 0.01% | 303 | -5 | -16.13% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 26 | 54 | 0.0% | 0.0% | 302 | +1 | 4.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 25 | 51 | 0.0% | 0.0% | 304 | +8 | 47.06% | Q4 2025 | Feb 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 22 | 45 | 0.0% | 0.0% | 305 | +10 | 83.33% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 21 | 43 | 0.01% | — | 306 | +21 | New | Q4 2025 | Feb 09, 2026 |
| DANSKE BANK A/S | History | New | 20 | 41 | 0.0% | — | 307 | +20 | New | Q4 2025 | Feb 02, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 20 | 41 | 0.01% | 0.01% | 308 | -1 | -4.76% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 19 | 39 | 0.0% | 0.02% | 311 | -401 | -95.48% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 19 | 39 | 0.0% | — | 309 | +19 | New | Q4 2025 | Feb 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 19 | 39 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 18 | 37 | 0.0% | 0.0% | 312 | +3 | 20.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 18 | 37 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 17 | 35 | 0.0% | 0.0% | 314 | +1 | 6.25% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15 | 31 | 0.0% | 0.0% | 315 | +4 | 36.36% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 15 | 31 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 15 | 31 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | New | 14 | 29 | 0.0% | — | 319 | +14 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14 | 29 | 0.0% | 0.0% | 320 | +7 | 100.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 14 | 29 | 0.0% | 0.0% | 318 | -2 | -12.5% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 13 | 27 | 0.01% | — | 321 | +13 | New | Q4 2025 | Jan 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 12 | 25 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Miller Global Investments, LLC | History | New | 12 | 24 | 0.02% | — | 323 | +12 | New | Q4 2025 | Jan 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 12 | 22 | 0.0% | — | 324 | +12 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10 | 20 | 0.0% | 0.0% | 325 | -20 | -66.67% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9 | 18 | 0.0% | 0.0% | 326 | -2 | -18.18% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 9 | 18 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 18 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BFSG, LLC | History | New | 8 | 16 | 0.0% | — | 329 | +8 | New | Q4 2025 | Jan 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 8 | 16 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Root Financial Partners, LLC | History | No change | 8 | 16 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8 | 16 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CoreFirst Bank & Trust | History | Added to | 7 | 14 | 0.01% | 0.0% | 333 | +3 | 75.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 7 | 14 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 6 | 12 | 0.0% | 0.0% | 335 | +1 | 20.0% | Q4 2025 | Jan 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 6 | 12 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4 | 8 | 0.0% | — | 338 | +4 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 4 | 8 | 0.0% | — | 339 | +4 | New | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 4 | 8 | 0.0% | 0.0% | 337 | +3 | 300.0% | Q4 2025 | Feb 23, 2026 |
| Crewe Advisors LLC | History | New | 3 | 6 | 0.0% | — | 342 | +3 | New | Q4 2025 | Jan 16, 2026 |
| SouthState Bank Corp | History | No change | 3 | 6 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 3 | 6 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Reduced | 2 | 4 | 0.0% | 0.0% | 343 | -2 | -50.0% | Q4 2025 | Jan 23, 2026 |
| Marquette Asset Management, LLC | History | New | 2 | 4 | 0.0% | — | 344 | +2 | New | Q4 2025 | Jan 16, 2026 |
| Quattro Advisors LLC | History | New | 2 | 4 | 0.0% | — | 347 | +2 | New | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | No change | 2 | 4 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2 | 4 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | Reduced | 1 | 2 | 0.0% | 0.0% | 351 | -1 | -50.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 2 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1 | 2 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1 | 2 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -8,127 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.06% | — | -930 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -881 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q3 2025 | Nov 14, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -369 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.13% | — | -310 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -309 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -208 | -100.0% | Q3 2025 | Oct 31, 2025 |
| NEVILLE RODIE & SHAW INC | History | Closed out | 0 | 0 | — | 0.02% | — | -200 | -100.0% | Q3 2025 | Oct 01, 2025 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -185 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -129 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 18, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -20 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9 | -100.0% | Q3 2025 | Oct 24, 2025 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Premier Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1 | -100.0% | Q3 2025 | Nov 03, 2025 |