Western Union CO - WU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 34,471,400 | 320,928 | 0.0% | 0.0% | 1 | +1,171,810 | 3.52% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 31,825,442 | 296,294 | 0.01% | 0.0% | 2 | -1,061,388 | -3.23% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 16,597,906 | 154,526 | 0.12% | — | 3 | +16,597,906 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 13,984,472 | 130,195 | 0.0% | 0.0% | 4 | +580,264 | 4.33% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 13,081,062 | 121,784 | 0.02% | 0.02% | 5 | +624,397 | 5.01% | Q4 2025 | Feb 13, 2026 |
| Semanteon Capital Management, LP | History | New | 10,736 | 99,952 | 13.39% | — | 6 | +10,736 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,746,779 | 99,891 | 0.05% | 0.05% | 7 | +962,341 | 9.84% | Q4 2025 | Feb 17, 2026 |
| Capital Research Global Investors | History | Added to | 10,407,960 | 96,898 | 0.02% | 0.01% | 8 | +2,716,385 | 35.32% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 9,733,727 | 90,621 | 0.2% | 0.17% | 9 | +124,650 | 1.3% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 8,648,431 | 80,516 | 0.0% | 0.0% | 10 | +2,666,265 | 44.57% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 7,954,045 | 74,052 | 0.09% | 0.0% | 11 | +7,886,978 | 11759.85% | Q4 2025 | Jan 09, 2026 |
| Allianz Asset Management GmbH | History | Added to | 7,879,726 | 73,360 | 0.07% | 0.06% | 12 | +1,550,100 | 24.49% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 7,680,465 | 71,516 | 0.0% | 0.0% | 13 | -533,592 | -6.5% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,604,026 | 70,793 | 0.01% | 0.0% | 14 | +6,087,613 | 401.45% | Q4 2025 | Mar 25, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,862,571 | 63,889 | 0.01% | 0.01% | 15 | +662,931 | 10.69% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,503,906 | 60,551 | 0.01% | 0.01% | 16 | +465,033 | 7.7% | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | New | 6,180,718 | 57,542 | 1.51% | — | 17 | +6,180,718 | New | Q4 2025 | Feb 17, 2026 |
| Discerene Group LP | History | Reduced | 5,805,750 | 54,051 | 5.12% | 6.01% | 18 | -3,001,428 | -34.08% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,454,099 | 50,777 | 0.07% | 0.01% | 19 | +4,966,422 | 1018.38% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 5,135,424 | 47,810 | 0.01% | 0.01% | 20 | +234,882 | 4.79% | Q4 2025 | Jan 29, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 4,732,955 | 44,063 | 0.48% | 0.01% | 21 | +4,525,072 | 2176.74% | Q4 2025 | Feb 17, 2026 |
| Ranmore Fund Management Ltd | History | Added to | 4,200,000 | 39,102 | 6.71% | 6.93% | 22 | +1,000,000 | 31.25% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 4,055,019 | 37,752 | 0.04% | 0.03% | 23 | -186,601 | -4.4% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,968,905 | 36,950 | 0.06% | 0.05% | 24 | +230,571 | 6.17% | Q4 2025 | Feb 17, 2026 |
| Brickwood Asset Management LLP | History | Reduced | 3,788,497 | 35,270 | 24.54% | 21.29% | 25 | -15,627 | -0.41% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,740,849 | 34,827 | 0.03% | 0.0% | 26 | +3,633,049 | 3370.18% | Q4 2025 | Feb 13, 2026 |
| Meridiem Capital Partners LP | History | Reduced | 3,388,600 | 31,547 | 1.9% | 2.32% | 27 | -1,157,227 | -25.46% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 3,320,958 | 30,918 | 0.02% | 0.04% | 28 | -3,465,689 | -51.07% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,185,453 | 29,656 | 0.0% | 0.01% | 29 | -3,171,371 | -49.89% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 3,070,400 | 28,585 | 0.06% | 0.0% | 30 | +2,972,000 | 3020.33% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,926,633 | 27,248 | 0.01% | 0.01% | 31 | -219,053 | -6.96% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 2,845,950 | 26,495 | 0.04% | — | 32 | +2,845,950 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 2,811,947 | 26,179 | 0.0% | 0.01% | 33 | -3,033,112 | -51.89% | Q4 2025 | Feb 19, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,777,566 | 25,859 | 0.0% | 0.01% | 34 | -2,863,083 | -50.76% | Q4 2025 | Feb 10, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 2,761,404 | 25,708 | 0.11% | 0.06% | 35 | -3,198,361 | -53.67% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,736,854 | 25,479 | 0.01% | 0.0% | 36 | +1,167,126 | 74.35% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,715,573 | 25,281 | 0.09% | 0.1% | 37 | -287,003 | -9.56% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,674,805 | 24,902 | 0.0% | 0.0% | 38 | +766,421 | 40.16% | Q4 2025 | Feb 17, 2026 |
| Fourth Sail Capital LP | History | Added to | 2,589,752 | 24,110 | 3.87% | 3.76% | 39 | +641,152 | 32.9% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,337,403 | 21,761 | 0.02% | 0.04% | 40 | -467,810 | -16.68% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 2,258,995 | 21,031 | 0.12% | 0.11% | 41 | -140,636 | -5.86% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,910,338 | 17,785 | 0.0% | 0.0% | 42 | -1,257,784 | -39.7% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 1,900,023 | 17,698 | 0.04% | 0.03% | 43 | -8,412 | -0.44% | Q4 2025 | Jan 30, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 1,563,083 | 14,552 | 6.15% | 6.69% | 44 | -372,512 | -19.25% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,510,182 | 14,059 | 0.01% | 0.0% | 45 | +792,409 | 110.4% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,495,789 | 13,925 | 0.0% | — | 46 | +1,495,789 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,238,181 | 11,527 | 0.0% | 0.0% | 47 | -70,553 | -5.39% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 1,231,772 | 11,467 | 0.03% | — | 48 | +1,231,772 | New | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,229,097 | 11,442 | 0.0% | 0.01% | 49 | -317,767 | -20.54% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,187,040 | 11,051 | 0.01% | 0.0% | 50 | +991,341 | 506.56% | Q4 2025 | Feb 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 1,100,046 | 10,241 | 0.03% | — | 51 | +1,100,046 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,052,330 | 9,797 | 0.01% | 0.0% | 52 | +43,952 | 4.36% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,006,104 | 9,366 | 0.0% | 0.0% | 53 | -25,708 | -2.49% | Q4 2025 | Feb 17, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 1,000,000 | 9,310 | 0.33% | 0.27% | 54 | -25,000 | -2.44% | Q4 2025 | Feb 04, 2026 |
| Bridgewater Associates, LP | History | Added to | 961,157 | 8,948 | 0.03% | 0.03% | 55 | +160,601 | 20.06% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 908,756 | 8,460 | 0.0% | 0.0% | 57 | +275,283 | 43.46% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 908,710 | 8,460 | 0.0% | 0.0% | 56 | -14,479 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 904,925 | 8,424 | 0.49% | 0.42% | 58 | +34,976 | 4.02% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 878,128 | 8,175 | 0.01% | 0.01% | 59 | +296,600 | 51.0% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 869,272 | 8,092 | 0.01% | 0.0% | 60 | +327,096 | 60.33% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 823,297 | 7,664 | 0.03% | 0.04% | 61 | -98,428 | -10.68% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 778,296 | 7,245 | 0.12% | 0.13% | 62 | -139,870 | -15.23% | Q4 2025 | Jan 28, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 755,025 | 7,029 | 0.01% | 0.01% | 63 | -97,102 | -11.4% | Q4 2025 | Feb 13, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 732,782 | 6,822 | 1.07% | 0.97% | 64 | -39,672 | -5.14% | Q4 2025 | Jan 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 713,366 | 6,641 | 0.01% | 0.01% | 65 | +39,766 | 5.9% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 685,509 | 6,382 | 0.0% | 0.0% | 66 | -96,757 | -12.37% | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 677,084 | 6,303 | 0.0% | 0.0% | 67 | +311,672 | 85.29% | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | Added to | 649,388 | 6,045 | 0.0% | 0.0% | 68 | +334,360 | 106.14% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Reduced | 636,800 | 5,928 | 0.0% | 0.0% | 69 | -2,900 | -0.45% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 608,610 | 5,666 | 0.0% | 0.0% | 70 | +99 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Qsemble Capital Management, LP | History | Added to | 604,135 | 5,624 | 0.47% | 0.04% | 71 | +559,313 | 1247.85% | Q4 2025 | Feb 05, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 536,884 | 4,998 | 0.01% | 0.01% | 72 | -51,601 | -8.77% | Q4 2025 | Jan 23, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 520,789 | 4,851 | 0.0% | 0.0% | 73 | +358,877 | 221.65% | Q4 2025 | Mar 20, 2026 |
| Neo Ivy Capital Management | History | Added to | 504,258 | 4,694 | 0.74% | 0.64% | 74 | +177,010 | 54.09% | Q4 2025 | Feb 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 485,748 | 4,522 | 0.57% | 0.54% | 75 | -66,912 | -12.11% | Q4 2025 | Jan 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 479,788 | 4,465 | 0.01% | 0.0% | 76 | +114,035 | 31.18% | Q4 2025 | Jan 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 459,162 | 4,274 | 0.0% | 0.0% | 77 | -18,779 | -3.93% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 453,880 | 4,225 | 0.01% | 0.01% | 78 | +79,264 | 21.16% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 450,224 | 4,191 | 0.0% | 0.0% | 79 | +326,028 | 262.51% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 436,672 | 4,065 | 0.12% | 0.13% | 80 | -445,727 | -50.51% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 417,057 | 3,882 | 0.01% | 0.01% | 81 | -362,996 | -46.53% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 403,692 | 3,758 | 0.01% | 0.01% | 82 | +11,167 | 2.84% | Q4 2025 | Jan 30, 2026 |
| Penserra Capital Management LLC | History | Reduced | 362,502 | 3,374 | 0.04% | 0.04% | 83 | -46,011 | -11.26% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 356,845 | 3,322 | 0.0% | 0.0% | 84 | +55,149 | 18.28% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 355,397 | 3,308 | 0.0% | 0.0% | 85 | +44,048 | 14.15% | Q4 2025 | Feb 12, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 353,075 | 3,287 | 0.8% | 0.99% | 86 | -108,122 | -23.44% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 352,715 | 3,283 | 0.0% | 0.0% | 87 | +52,349 | 17.43% | Q4 2025 | Feb 12, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 347,343 | 3,233 | 0.12% | — | 88 | +347,343 | New | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 344,452 | 3,207 | 0.01% | 0.0% | 89 | +144,193 | 72.0% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Reduced | 343,643 | 3,199 | 0.0% | 0.0% | 90 | -133,539 | -27.98% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 342,316 | 3,186 | 0.02% | 0.02% | 91 | -20,435 | -5.63% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 341,356 | 3,178 | 0.0% | 0.0% | 92 | +340,982 | 91171.66% | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 331,553 | 3,086 | 0.01% | — | 93 | +331,553 | New | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 327,625 | 3,050 | 0.01% | 0.01% | 94 | +285 | 0.09% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 323,905 | 3,015 | 0.0% | 0.0% | 95 | -1,169 | -0.36% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 320,531 | 2,984 | 0.01% | 0.0% | 96 | -24,335 | -7.06% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | New | 316,599 | 2,947 | 0.01% | — | 97 | +316,599 | New | Q4 2025 | Feb 12, 2026 |
| Walleye Trading LLC | History | Added to | 315,748 | 2,939 | 0.0% | 0.0% | 98 | +223,039 | 240.58% | Q4 2025 | Feb 13, 2026 |
| Walleye Capital LLC | History | Added to | 307,725 | 2,864 | 0.01% | 0.0% | 99 | +223,255 | 264.3% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 301,625 | 2,808 | 0.0% | 0.0% | 100 | +6,377 | 2.16% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 295,830 | 2,754 | 0.0% | 0.0% | 101 | +259,096 | 705.33% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 185,573 | 2,746 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 291,264 | 2,711 | 0.0% | 0.0% | 103 | -12 | -0.0% | Q4 2025 | Mar 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 287,352 | 2,675 | 0.01% | 0.01% | 104 | -13,855 | -4.6% | Q4 2025 | Jan 26, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 273,991 | 2,550 | 0.0% | 0.0% | 105 | -10,179 | -3.58% | Q4 2025 | Feb 17, 2026 |
| Arnhold LLC | History | No change | 271,020 | 2,523 | 0.19% | 0.18% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 269,435 | 2,510 | 0.0% | 0.0% | 107 | +11,943 | 4.64% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 266,828 | 2,484 | 0.0% | 0.0% | 108 | +217,350 | 439.29% | Q4 2025 | Feb 11, 2026 |
| Redwood Investment Management, LLC | History | New | 259,113 | 2,412 | 0.27% | — | 109 | +259,113 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Reduced | 257,449 | 2,396 | 0.08% | 0.08% | 110 | -126,739 | -32.99% | Q4 2025 | Feb 10, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 257,304 | 2,395 | 0.07% | 0.12% | 111 | -121,173 | -32.02% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 255,662 | 2,380 | 0.02% | — | 112 | +255,662 | New | Q4 2025 | Feb 12, 2026 |
| CLARK ESTATES INC/NY | History | Added to | 246,000 | 2,290 | 0.56% | 0.28% | 113 | +92,976 | 60.76% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 243,049 | 2,262 | 0.0% | 0.0% | 114 | +37,335 | 18.15% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | Added to | 239,428 | 2,229 | 0.05% | 0.05% | 115 | +1,398 | 0.59% | Q4 2025 | Feb 09, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 236,002 | 2,197 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 221,157 | 2,058 | 0.0% | 0.0% | 117 | -55,627 | -20.1% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 220,500 | 2,052 | 0.44% | 0.32% | 118 | +38,000 | 20.82% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 215,954 | 2,010 | 0.04% | 0.02% | 119 | +127,806 | 144.99% | Q4 2025 | Feb 13, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 212,372 | 1,977 | 0.91% | 1.03% | 120 | -72,161 | -25.36% | Q4 2025 | Feb 09, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 208,699 | 1,942 | 0.07% | 0.05% | 121 | +31,667 | 17.89% | Q4 2025 | Jan 07, 2026 |
| PEAK6 LLC | History | New | 204,991 | 1,908 | 0.0% | — | 122 | +204,991 | New | Q4 2025 | Mar 12, 2026 |
| Cetera Investment Advisers | History | Added to | 205,016 | 1,908 | 0.0% | 0.0% | 123 | +27,013 | 15.18% | Q4 2025 | Feb 17, 2026 |
| Oak Thistle LLC | History | Reduced | 200,673 | 1,868 | 0.26% | 0.33% | 124 | -71,156 | -26.18% | Q4 2025 | Jan 21, 2026 |
| Range Financial Group LLC | History | Added to | 199,338 | 1,855 | 0.64% | 0.47% | 125 | +37,212 | 22.95% | Q4 2025 | Jan 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 198,362 | 1,846 | 0.0% | 0.0% | 126 | +4,737 | 2.45% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 197,774 | 1,841 | 0.0% | — | 127 | +197,774 | New | Q4 2025 | Feb 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 196,592 | 1,830 | 0.02% | 0.01% | 128 | +69,128 | 54.23% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 195,324 | 1,818 | 0.0% | 0.02% | 129 | -994,730 | -83.59% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 191,405 | 1,781 | 0.01% | 0.01% | 130 | +65,725 | 52.3% | Q4 2025 | Feb 12, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 188,215 | 1,752 | 0.46% | 0.32% | 131 | +32,950 | 21.22% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 183,199 | 1,705 | 0.0% | 0.0% | 132 | +2,000 | 1.1% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 177,730 | 1,654 | 0.02% | 0.02% | 134 | -71,361 | -28.65% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 177,765 | 1,654 | 0.0% | 0.0% | 133 | +9,017 | 5.34% | Q4 2025 | Feb 18, 2026 |
| Engineers Gate Manager LP | History | Added to | 177,573 | 1,653 | 0.02% | 0.0% | 135 | +126,887 | 250.34% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 171,685 | 1,598 | 0.0% | 0.0% | 136 | -67,277 | -28.15% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 167,667 | 1,560 | 0.01% | 0.0% | 137 | +107,150 | 177.06% | Q4 2025 | Feb 11, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 163,602 | 1,523 | 0.02% | 0.02% | 138 | +14,622 | 9.81% | Q4 2025 | Feb 12, 2026 |
| Illinois Municipal Retirement Fund | History | New | 162,958 | 1,517 | 0.02% | — | 139 | +162,958 | New | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 161,900 | 1,507 | 0.0% | 0.0% | 140 | -31,600 | -16.33% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | New | 157,760 | 1,468 | 0.0% | — | 141 | +157,760 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 149,400 | 1,391 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 145,600 | 1,355 | 0.02% | 0.01% | 143 | +55,700 | 61.96% | Q4 2025 | Jan 16, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 142,993 | 1,331 | 0.02% | 0.02% | 144 | -2,583 | -1.77% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 138,301 | 1,287 | 0.0% | 0.0% | 145 | -20,481 | -12.9% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 133,839 | 1,246 | 0.03% | — | 146 | +133,839 | New | Q4 2025 | Feb 17, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 133,013 | 1,238 | 0.0% | 0.0% | 147 | -12,022 | -8.29% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 121,600 | 1,132 | 0.0% | 0.0% | 148 | -2,900 | -2.33% | Q4 2025 | Jan 28, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 116,515 | 1,084 | 0.0% | 0.0% | 149 | +103,670 | 807.08% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 112,951 | 1,051 | 0.01% | 0.01% | 150 | +4,533 | 4.18% | Q4 2025 | Feb 18, 2026 |
| Caption Management, LLC | History | Reduced | 112,300 | 1,045 | 0.01% | 0.01% | 151 | -2,700 | -2.35% | Q4 2025 | Feb 17, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 110,000 | 1,024 | 0.1% | — | 152 | +110,000 | New | Q4 2025 | Feb 06, 2026 |
| NOMURA HOLDINGS INC | History | New | 108,381 | 1,009 | 0.0% | — | 153 | +108,381 | New | Q4 2025 | Feb 17, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 107,753 | 1,003 | 0.08% | 0.06% | 154 | +15,336 | 16.59% | Q4 2025 | Feb 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 107,753 | 1,003 | 0.01% | 0.01% | 155 | +15,336 | 16.59% | Q4 2025 | Jan 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 107,720 | 1,002 | 0.01% | 0.01% | 156 | -5,988 | -5.27% | Q4 2025 | Feb 13, 2026 |
| Waycross Investment Management Co | History | New | 107,401 | 999 | 0.88% | — | 157 | +107,401 | New | Q4 2025 | Jan 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 106,339 | 990 | 0.01% | 0.01% | 158 | +9,100 | 9.36% | Q4 2025 | Feb 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 105,000 | 977 | 0.24% | — | 159 | +105,000 | New | Q4 2025 | Feb 02, 2026 |
| PARK CIRCLE Co | History | No change | 103,010 | 959 | 0.83% | 0.69% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 100,046 | 931 | 0.01% | 0.01% | 161 | -47,382 | -32.14% | Q4 2025 | Feb 05, 2026 |
| DLD Asset Management, LP | History | Added to | 100,000 | 931 | 0.07% | 0.04% | 162 | +34,000 | 51.52% | Q4 2025 | Feb 13, 2026 |
| Mork Capital Management, LLC | History | No change | 100,000 | 931 | 0.57% | 0.55% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 98,531 | 923 | 0.0% | 0.0% | 164 | -43,010 | -30.39% | Q4 2025 | Feb 18, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 99,591 | 910 | 0.01% | 0.01% | 165 | -16,621 | -14.3% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 91,625 | 853 | 0.0% | 0.0% | 166 | +16,616 | 22.15% | Q4 2025 | Feb 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 90,779 | 845 | 0.01% | — | 167 | +90,779 | New | Q4 2025 | Feb 11, 2026 |
| Arizona State Retirement System | History | Reduced | 89,418 | 832 | 0.0% | 0.0% | 168 | -8,389 | -8.58% | Q4 2025 | Jan 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 87,900 | 818 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 86,366 | 804 | 0.03% | 0.03% | 170 | -31,205 | -26.54% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 85,097 | 792 | 0.0% | 0.0% | 171 | -1,631 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 82,923 | 772 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 81,258 | 756 | 0.07% | — | 173 | +81,258 | New | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Added to | 80,831 | 752 | 0.09% | 0.03% | 176 | +53,675 | 197.65% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 80,799 | 752 | 0.01% | 0.01% | 174 | -44,889 | -35.71% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 80,783 | 752 | 0.0% | 0.0% | 175 | +23,277 | 40.48% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 78,688 | 732 | 0.0% | 0.0% | 177 | -4,201 | -5.07% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 78,097 | 727 | 0.16% | 0.13% | 178 | +9,184 | 13.33% | Q4 2025 | Jan 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 77,168 | 718 | 0.0% | 0.0% | 179 | -76,581 | -49.81% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 76,524 | 712 | 0.0% | 0.0% | 180 | -3,571 | -4.46% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | Reduced | 76,319 | 710 | 0.0% | 0.0% | 181 | -24,979 | -24.66% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 70,096 | 679 | 0.0% | 0.0% | 182 | +32,447 | 86.18% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Reduced | 72,811 | 677 | 0.0% | 0.0% | 183 | -14,489 | -16.6% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 72,700 | 676 | 0.01% | 0.01% | 184 | +7,678 | 11.81% | Q4 2025 | Feb 04, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 71,071 | 661 | 0.13% | 0.11% | 185 | -884 | -1.23% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 70,372 | 655 | 0.0% | 0.0% | 186 | -24,609 | -25.91% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 68,123 | 634 | 0.0% | 0.0% | 187 | -57,151 | -45.62% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 66,368 | 618 | 0.0% | 0.0% | 188 | +39,981 | 151.52% | Q4 2025 | Feb 10, 2026 |
| Massar Capital Management, LP | History | New | 64,270 | 598 | 0.06% | — | 189 | +64,270 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 63,346 | 589 | 0.0% | 0.0% | 190 | +3,770 | 6.33% | Q4 2025 | Feb 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 62,722 | 583 | 0.01% | 0.0% | 191 | +46,897 | 296.35% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 62,370 | 580 | 0.0% | — | 192 | +62,370 | New | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 61,851 | 575 | 0.01% | 0.01% | 193 | -2,376 | -3.7% | Q4 2025 | Feb 03, 2026 |
| ParaFi Capital LP | History | New | 60,100 | 559 | 0.16% | — | 194 | +60,100 | New | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Reduced | 57,978 | 539 | 0.01% | 0.01% | 195 | -6,344 | -9.86% | Q4 2025 | Jan 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 57,396 | 534 | 0.0% | 0.0% | 196 | -137,775 | -70.59% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 56,873 | 529 | 0.03% | 0.03% | 197 | -217 | -0.38% | Q4 2025 | Feb 10, 2026 |
| DGS Capital Management, LLC | History | Added to | 55,002 | 512 | 0.09% | 0.05% | 198 | +20,509 | 59.46% | Q4 2025 | Feb 24, 2026 |
| Brooklyn Investment Group | History | New | 54,825 | 510 | 0.02% | — | 199 | +54,825 | New | Q4 2025 | Feb 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 53,490 | 497 | 0.16% | 0.17% | 200 | -9,565 | -15.17% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Reduced | 53,115 | 494 | 0.0% | 0.0% | 201 | -38,042 | -41.73% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 52,280 | 486 | 0.02% | 0.02% | 202 | +9,100 | 21.07% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 51,629 | 480 | 0.11% | 0.11% | 203 | -5,201 | -9.15% | Q4 2025 | Jan 27, 2026 |
| TWINBEECH CAPITAL LP | History | New | 51,100 | 475 | 0.03% | — | 204 | +51,100 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Reduced | 50,785 | 472 | 0.01% | 0.02% | 205 | -227 | -0.44% | Q4 2025 | Feb 11, 2026 |
| Krane Funds Advisors LLC | History | Reduced | 50,694 | 471 | 0.02% | 0.01% | 206 | -3,065 | -5.7% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | New | 50,444 | 469 | 0.02% | — | 207 | +50,444 | New | Q4 2025 | Jan 20, 2026 |
| BARR E S & CO | History | New | 49,795 | 463 | 0.02% | — | 208 | +49,795 | New | Q4 2025 | Feb 05, 2026 |
| Virtu Financial LLC | History | New | 48,391 | 451 | 0.02% | — | 209 | +48,391 | New | Q4 2025 | Feb 23, 2026 |
| Pictet Asset Management Holding SA | History | No change | 48,125 | 448 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 46,980 | 437 | 0.02% | — | 211 | +46,980 | New | Q4 2025 | Jan 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 46,000 | 428 | 0.0% | 0.01% | 212 | -279,098 | -85.85% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 45,641 | 424 | 0.0% | 0.0% | 213 | +17,928 | 64.69% | Q4 2025 | Mar 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 45,395 | 422 | 0.0% | — | 214 | +45,395 | New | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 45,053 | 419 | 0.0% | 0.0% | 215 | -210,690 | -82.38% | Q4 2025 | Feb 17, 2026 |
| Michels Family Financial, LLC | History | Reduced | 44,434 | 413 | 0.3% | 0.29% | 216 | -2,288 | -4.9% | Q4 2025 | Feb 19, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 44,011 | 409 | 0.01% | 0.01% | 217 | +5,354 | 13.85% | Q4 2025 | Feb 04, 2026 |
| Fieldview Capital Management, LLC | History | New | 42,510 | 395 | 0.07% | — | 218 | +42,510 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 41,241 | 383 | 0.0% | 0.0% | 219 | +14,467 | 54.03% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 40,872 | 380 | 0.0% | 0.0% | 220 | -2,766 | -6.34% | Q4 2025 | Jan 15, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 40,143 | 373 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 39,481 | 367 | 0.08% | 0.08% | 222 | -125 | -0.32% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,514 | 358 | 0.0% | 0.0% | 223 | +7,562 | 24.43% | Q4 2025 | Feb 06, 2026 |
| William B. Walkup & Associates, Inc. | History | Added to | 37,440 | 348 | 0.19% | 0.06% | 224 | +22,370 | 148.44% | Q4 2025 | Feb 17, 2026 |
| SIG BROKERAGE, LP | History | Added to | 37,341 | 347 | 0.01% | 0.0% | 225 | +15,713 | 72.65% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,646 | 341 | 0.0% | 0.0% | 226 | +11,176 | 43.88% | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 36,328 | 338 | 0.0% | 0.01% | 227 | -112,827 | -75.64% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 35,809 | 333 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Scientech Research LLC | History | New | 35,459 | 330 | 0.21% | — | 229 | +35,459 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 35,198 | 327 | 0.0% | 0.0% | 230 | -1,998 | -5.37% | Q4 2025 | Feb 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 34,994 | 325 | 0.0% | — | 231 | +34,994 | New | Q4 2025 | Feb 04, 2026 |
| Covestor Ltd | History | Added to | 34,890 | 324 | 0.17% | 0.13% | 232 | +4,297 | 14.05% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 34,576 | 321 | 0.05% | 0.08% | 234 | -8,533 | -19.79% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 34,487 | 321 | 0.0% | 0.0% | 233 | -331 | -0.95% | Q4 2025 | Feb 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 34,384 | 320 | 0.0% | 0.01% | 235 | -15,702 | -31.35% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 34,200 | 318 | 0.01% | — | 236 | +34,200 | New | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | Added to | 33,331 | 310 | 0.02% | 0.0% | 237 | +28,764 | 629.82% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 33,165 | 308 | 0.0% | 0.0% | 238 | +7,210 | 27.78% | Q4 2025 | Feb 12, 2026 |
| PROFUND ADVISORS LLC | History | New | 32,718 | 304 | 0.01% | — | 239 | +32,718 | New | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 32,346 | 301 | 0.17% | 0.13% | 240 | +4,832 | 17.56% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 32,162 | 299 | 0.0% | — | 241 | +32,162 | New | Q4 2025 | Mar 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 32,000 | 297 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Asset Management Inc | History | Added to | 31,801 | 296 | 0.0% | 0.0% | 243 | +20,923 | 192.34% | Q4 2025 | Feb 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 31,849 | 296 | 0.07% | 0.06% | 244 | +277 | 0.88% | Q4 2025 | Feb 11, 2026 |
| SCHULHOFF & CO INC | History | Added to | 31,650 | 294 | 0.12% | 0.05% | 245 | +16,800 | 113.13% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 31,170 | 290 | 0.01% | 0.01% | 246 | +8,615 | 38.2% | Q4 2025 | Feb 10, 2026 |
| iSAM Funds (UK) Ltd | History | New | 30,878 | 287 | 0.1% | — | 247 | +30,878 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 30,604 | 284 | 0.0% | 0.0% | 248 | +623 | 2.08% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 29,802 | 277 | 0.0% | 0.0% | 250 | +17,817 | 148.66% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 29,787 | 277 | 0.0% | 0.0% | 249 | +12,865 | 76.03% | Q4 2025 | Feb 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 28,662 | 266 | 0.0% | 0.0% | 251 | +1,278 | 4.67% | Q4 2025 | Feb 05, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 28,271 | 263 | 0.04% | 0.02% | 252 | +6,036 | 27.15% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 28,106 | 261 | 0.0% | — | 253 | +28,106 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 28,055 | 261 | 0.01% | 0.01% | 254 | -7,125 | -20.25% | Q4 2025 | Feb 03, 2026 |
| denkapparat Operations GmbH | History | No change | 27,706 | 257 | 0.14% | 0.14% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Centiva Capital, LP | History | New | 27,554 | 256 | 0.0% | — | 256 | +27,554 | New | Q4 2025 | Feb 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 26,322 | 245 | 0.0% | — | 257 | +26,322 | New | Q4 2025 | Feb 13, 2026 |
| CSS LLC/IL | History | Reduced | 26,215 | 244 | 0.01% | 0.04% | 258 | -88,680 | -77.18% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 25,918 | 241 | 0.0% | 0.0% | 259 | -5,585 | -17.73% | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 25,758 | 239 | 0.08% | 0.07% | 260 | -249 | -0.96% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,642 | 238 | 0.0% | 0.0% | 261 | -29,492 | -53.49% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 25,440 | 236 | 0.0% | 0.0% | 262 | +4,936 | 24.07% | Q4 2025 | Feb 17, 2026 |
| Delta Investment Management, LLC | History | Added to | 24,194 | 225 | 0.04% | 0.03% | 263 | +3,944 | 19.48% | Q4 2025 | Jan 30, 2026 |
| Freestone Grove Partners LP | History | New | 23,970 | 223 | 0.0% | — | 264 | +23,970 | New | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Added to | 22,848 | 212 | 0.0% | 0.0% | 265 | +6,903 | 43.29% | Q4 2025 | Feb 03, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 22,708 | 211 | 0.0% | 0.0% | 266 | -59,408 | -72.35% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 21,928 | 204 | 0.01% | 0.01% | 267 | +2,998 | 15.84% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Added to | 21,854 | 203 | 0.0% | 0.0% | 268 | +6,453 | 41.9% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 21,523 | 200 | 0.0% | 0.0% | 269 | -26,800 | -55.46% | Q4 2025 | Feb 12, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 20,579 | 191 | 0.14% | 0.15% | 270 | -3,292 | -13.79% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 20,161 | 187 | 0.0% | 0.0% | 272 | +18,459 | 1084.55% | Q4 2025 | Feb 06, 2026 |
| Morningstar Investment Management LLC | History | No change | 20,056 | 187 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 19,808 | 184 | 0.03% | 0.02% | 273 | +8,132 | 69.65% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 18,781 | 174 | 0.0% | 0.0% | 274 | -1,164 | -5.84% | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 18,505 | 172 | 0.03% | — | 275 | +18,505 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 18,120 | 168 | 0.0% | 0.0% | 276 | +6,442 | 55.16% | Q4 2025 | Feb 06, 2026 |
| EDMP, INC. | History | Reduced | 17,903 | 166 | 0.14% | 0.24% | 277 | -20,860 | -53.81% | Q4 2025 | Jan 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 17,533 | 163 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | New | 17,272 | 160 | 0.0% | — | 279 | +17,272 | New | Q4 2025 | Feb 19, 2026 |
| Utah Retirement Systems | History | Reduced | 17,079 | 159 | 0.0% | 0.0% | 280 | -1,121 | -6.16% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 16,893 | 157 | 0.0% | 0.0% | 281 | -3,647 | -17.76% | Q4 2025 | Feb 12, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 16,558 | 154 | 0.01% | 0.01% | 282 | +1,651 | 11.08% | Q4 2025 | Feb 10, 2026 |
| TCTC Holdings, LLC | History | Reduced | 16,350 | 152 | 0.0% | 0.0% | 283 | -500 | -2.97% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Reduced | 16,131 | 150 | 0.0% | 0.0% | 284 | -20,198 | -55.6% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 16,103 | 149 | 0.02% | — | 285 | +16,103 | New | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 15,883 | 147 | 0.0% | 0.0% | 286 | -2,836 | -15.15% | Q4 2025 | Feb 09, 2026 |
| Kendall Capital Management | History | Reduced | 15,272 | 142 | 0.03% | 0.05% | 288 | -14,925 | -49.43% | Q4 2025 | Jan 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 15,293 | 142 | 0.01% | 0.02% | 289 | -7,373 | -32.53% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 15,291 | 142 | 0.0% | 0.0% | 287 | +7,011 | 84.67% | Q4 2025 | Jan 26, 2026 |
| TOWNSQUARE CAPITAL LLC | History | New | 14,946 | 139 | 0.03% | — | 291 | +14,946 | New | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,002 | 139 | 0.0% | 0.0% | 290 | +3,085 | 25.89% | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 14,827 | 138 | 0.0% | 0.0% | 293 | -5,091 | -25.56% | Q4 2025 | Feb 18, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 14,871 | 138 | 0.02% | 0.02% | 292 | -2,581 | -14.79% | Q4 2025 | Feb 17, 2026 |
| Net Worth Advisory Group | History | Added to | 14,868 | 138 | 0.03% | 0.03% | 294 | +389 | 2.69% | Q4 2025 | Jan 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,539 | 135 | 0.0% | — | 295 | +14,539 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | New | 14,162 | 131 | 0.0% | — | 296 | +14,162 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 13,755 | 128 | 0.0% | — | 297 | +13,755 | New | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 13,027 | 121 | 0.0% | — | 298 | +13,027 | New | Q4 2025 | Feb 03, 2026 |
| Sagewood Asset Management LP | History | New | 13,000 | 121 | 0.04% | — | 299 | +13,000 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,008 | 121 | 0.0% | 0.0% | 300 | +2,328 | 21.8% | Q4 2025 | Feb 06, 2026 |
| Abel Hall, LLC | History | Reduced | 12,884 | 119 | 0.03% | 0.13% | 303 | -27,177 | -67.84% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,835 | 119 | 0.0% | 0.0% | 302 | +766 | 6.35% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 12,888 | 119 | 0.0% | 0.0% | 301 | -761 | -5.58% | Q4 2025 | Feb 12, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 12,636 | 117 | 0.03% | 0.03% | 304 | -84 | -0.66% | Q4 2025 | Jan 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 12,131 | 112 | 0.0% | 0.0% | 306 | +1,021 | 9.19% | Q4 2025 | Feb 13, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 12,046 | 112 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 12,000 | 111 | 0.01% | — | 309 | +12,000 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 11,965 | 111 | 0.0% | — | 308 | +11,965 | New | Q4 2025 | Feb 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,000 | 111 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Baron Wealth Management LLC | History | New | 11,495 | 107 | 0.03% | — | 310 | +11,495 | New | Q4 2025 | Jan 14, 2026 |
| North Dakota State Investment Board | History | New | 11,413 | 106 | 0.0% | — | 312 | +11,413 | New | Q4 2025 | Feb 05, 2026 |
| Curat Global, LLC | History | No change | 11,470 | 106 | 0.12% | 0.09% | 311 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,341 | 105 | 0.0% | 0.0% | 313 | +28 | 0.25% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 11,761 | 104 | 0.0% | — | 315 | +11,761 | New | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | New | 11,256 | 104 | 0.0% | — | 316 | +11,256 | New | Q4 2025 | Feb 05, 2026 |
| BURNEY CO/ | History | Reduced | 11,187 | 104 | 0.0% | 0.0% | 314 | -5,495 | -32.94% | Q4 2025 | Jan 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11,170 | 103 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 11,303 | 102 | 0.03% | — | 319 | +11,303 | New | Q4 2025 | Feb 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 10,965 | 102 | 0.0% | — | 318 | +10,965 | New | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | No change | 10,650 | 99 | 0.08% | 0.07% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NDVR, Inc. | History | New | 10,561 | 98 | 0.08% | — | 321 | +10,561 | New | Q4 2025 | Feb 12, 2026 |
| Peak Wealth Management LLC | History | New | 10,500 | 97 | 0.08% | — | 324 | +10,500 | New | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Reduced | 10,473 | 97 | 0.0% | 0.0% | 322 | -37 | -0.35% | Q4 2025 | Jan 30, 2026 |
| Qtron Investments LLC | History | No change | 10,501 | 97 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,365 | 96 | 0.0% | 0.0% | 325 | -3,280 | -24.04% | Q4 2025 | Jan 23, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 10,347 | 95 | 0.0% | 0.01% | 327 | -18,555 | -64.2% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | New | 10,271 | 95 | 0.0% | — | 326 | +10,271 | New | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,178 | 94 | 0.0% | 0.0% | 328 | -3,787 | -27.12% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,064 | 93 | 0.0% | 0.0% | 331 | -37,269 | -78.74% | Q4 2025 | Jan 29, 2026 |
| Baker Ellis Asset Management LLC | History | New | 10,000 | 93 | 0.01% | — | 329 | +10,000 | New | Q4 2025 | Jan 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 9,992 | 93 | 0.02% | 0.02% | 330 | +1,381 | 16.04% | Q4 2025 | Jan 20, 2026 |
| LB Partners LLC | History | No change | 10,000 | 93 | 0.09% | 0.05% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 9,564 | 89 | 0.05% | — | 333 | +9,564 | New | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 8,890 | 82 | 0.0% | 0.0% | 334 | +3,523 | 65.64% | Q4 2025 | Jan 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 8,183 | 76 | 0.03% | — | 335 | +8,183 | New | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,900 | 73 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,730 | 71 | 0.0% | 0.0% | 338 | -1,870 | -19.48% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 7,657 | 71 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| STRS OHIO | History | Reduced | 7,605 | 70 | 0.0% | 0.0% | 339 | -108 | -1.4% | Q4 2025 | Feb 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,682 | 62 | 0.02% | 0.01% | 340 | +5,487 | 459.16% | Q4 2025 | Mar 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,511 | 60 | 0.0% | 0.0% | 341 | -269 | -3.97% | Q4 2025 | Feb 06, 2026 |
| Leonteq Securities AG | History | New | 6,000 | 55 | 0.0% | — | 342 | +6,000 | New | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | New | 6,000 | 55 | 0.01% | — | 344 | +6,000 | New | Q4 2025 | Feb 12, 2026 |
| Avalon Trust Co | History | Reduced | 6,000 | 55 | 0.0% | 0.0% | 343 | -2,600 | -30.23% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5,675 | 52 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 5,196 | 48 | 0.0% | 0.01% | 347 | -160,796 | -96.87% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,122 | 48 | 0.0% | 0.0% | 346 | +1,110 | 27.67% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 4,661 | 43 | 0.0% | — | 348 | +4,661 | New | Q4 2025 | Feb 13, 2026 |
| Kentucky Trust Co | History | Reduced | 4,580 | 42 | 0.02% | 0.03% | 351 | -2,800 | -37.94% | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,530 | 42 | 0.0% | 0.0% | 350 | -1,700 | -27.29% | Q4 2025 | Feb 12, 2026 |
| DANSKE BANK A/S | History | No change | 4,600 | 42 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caldwell Trust Co | History | Reduced | 4,243 | 39 | 0.0% | 0.0% | 352 | -864 | -16.92% | Q4 2025 | Jan 30, 2026 |
| WealthCollab, LLC | History | Added to | 4,153 | 38 | 0.02% | 0.01% | 353 | +1,629 | 64.54% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 3,581 | 33 | 0.0% | 0.0% | 354 | +2,229 | 164.87% | Q4 2025 | Jan 05, 2026 |
| WPG Advisers, LLC | History | Added to | 3,485 | 32 | 0.02% | 0.02% | 355 | +168 | 5.06% | Q4 2025 | Jan 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 3,326 | 31 | 0.0% | 0.0% | 358 | +3,124 | 1546.53% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,331 | 31 | 0.0% | 0.0% | 356 | +1,336 | 66.97% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | No change | 3,397 | 31 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,265 | 30 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,037 | 28 | 0.0% | 0.0% | 362 | +237 | 8.46% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 3,062 | 28 | 0.0% | 0.0% | 360 | -126 | -3.95% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,080 | 28 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 2,827 | 26 | 0.0% | — | 364 | +2,827 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2,825 | 26 | 0.0% | 0.0% | 363 | +371 | 15.12% | Q4 2025 | Jan 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,755 | 25 | 0.0% | 0.0% | 366 | -157 | -5.39% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | No change | 2,700 | 25 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Independence Bank of Kentucky | History | No change | 2,650 | 24 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GoalVest Advisory LLC | History | New | 2,569 | 23 | 0.0% | — | 368 | +2,569 | New | Q4 2025 | Jan 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 2,442 | 22 | 0.0% | 0.0% | 369 | +60 | 2.52% | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,214 | 20 | 0.0% | 0.0% | 370 | -1,379 | -38.38% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,185 | 20 | 0.0% | 0.0% | 371 | +369 | 20.32% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,192 | 20 | 0.0% | 0.0% | 372 | +71 | 3.35% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | No change | 2,192 | 20 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | No change | 2,008 | 18 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | New | 1,840 | 17 | 0.0% | — | 375 | +1,840 | New | Q4 2025 | Feb 17, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,909 | 17 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 1,755 | 16 | 0.0% | 0.0% | 377 | -10,750 | -85.97% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,612 | 15 | 0.0% | 0.0% | 380 | +805 | 99.75% | Q4 2025 | Feb 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,684 | 15 | 0.0% | 0.0% | 378 | +402 | 31.36% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,592 | 15 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1,551 | 14 | 0.0% | — | 381 | +1,551 | New | Q4 2025 | Jan 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,609 | 14 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 1,429 | 13 | 0.0% | — | 384 | +1,429 | New | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 1,400 | 13 | 0.0% | — | 387 | +1,400 | New | Q4 2025 | Feb 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,442 | 13 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Field & Main Bank | History | No change | 1,500 | 13 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | No change | 1,500 | 13 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,503 | 13 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,225 | 11 | 0.0% | 0.0% | 390 | -1,669 | -57.67% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,285 | 11 | 0.0% | — | 389 | +1,285 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,170 | 10 | 0.0% | 0.0% | 391 | +886 | 311.97% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 975 | 9 | 0.0% | — | 396 | +975 | New | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 979 | 9 | 0.0% | 0.0% | 394 | -574 | -36.96% | Q4 2025 | Feb 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,020 | 9 | 0.0% | 0.0% | 398 | +566 | 124.67% | Q4 2025 | Feb 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,000 | 9 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Riverview Trust Co | History | No change | 1,025 | 9 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,000 | 9 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 992 | 9 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 900 | 8 | 0.0% | — | 400 | +900 | New | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 953 | 8 | 0.0% | 0.0% | 399 | +194 | 25.56% | Q4 2025 | Feb 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 800 | 7 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 696 | 6 | 0.0% | 0.0% | 402 | -750 | -51.87% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Reduced | 745 | 6 | 0.0% | 0.0% | 404 | -55 | -6.88% | Q4 2025 | Jan 29, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 537 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | Reduced | 235 | 5 | 0.0% | 0.0% | 407 | -8,102 | -97.18% | Q4 2025 | Feb 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 597 | 5 | 0.0% | 0.0% | 405 | -620 | -50.94% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | Added to | 548 | 5 | 0.0% | 0.0% | 406 | +60 | 12.3% | Q4 2025 | Jan 26, 2026 |
| Y.D. More Investments Ltd | History | Added to | 574 | 5 | 0.0% | 0.0% | 409 | +11 | 1.95% | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 600 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 525 | 4 | 0.0% | — | 410 | +525 | New | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | No change | 489 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| City State Bank | History | No change | 495 | 4 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bayforest Capital Ltd | History | Reduced | 354 | 3 | 0.0% | 0.0% | 420 | -508 | -58.93% | Q4 2025 | Jan 27, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 424 | 3 | 0.0% | — | 421 | +424 | New | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 410 | 3 | 0.0% | — | 419 | +410 | New | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Added to | 401 | 3 | 0.0% | 0.0% | 413 | +260 | 184.4% | Q4 2025 | Jan 23, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 337 | 3 | 0.0% | 0.0% | 416 | -110 | -24.61% | Q4 2025 | Jan 22, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 332 | 3 | 0.0% | 0.0% | 418 | +78 | 30.71% | Q4 2025 | Jan 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 418 | 3 | 0.0% | 0.0% | 415 | -48 | -10.3% | Q4 2025 | Feb 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 429 | 3 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 350 | 3 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Signature Equity Partners, LLC | History | New | 261 | 2 | 0.0% | — | 429 | +261 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 305 | 2 | 0.0% | 0.0% | 428 | +253 | 486.54% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Management LLC | History | New | 225 | 2 | 0.0% | — | 430 | +225 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 265 | 2 | 0.0% | 0.0% | 425 | +124 | 87.94% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Added to | 248 | 2 | 0.0% | 0.0% | 427 | +62 | 33.33% | Q4 2025 | Jan 23, 2026 |
| Winch Advisory Services, LLC | History | Added to | 231 | 2 | 0.0% | 0.0% | 424 | +5 | 2.21% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 260 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 300 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| West Branch Capital LLC | History | No change | 276 | 2 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 176 | 1 | 0.0% | 0.0% | 444 | -1,866 | -91.38% | Q4 2025 | Feb 13, 2026 |
| DV EQUITIES, LLC | History | New | 200 | 1 | 0.0% | — | 439 | +200 | New | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | New | 196 | 1 | 0.0% | — | 438 | +196 | New | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 202 | 1 | 0.0% | — | 436 | +191 | 1736.36% | Q4 2025 | Jan 14, 2026 |
| Strive Financial Group ,LLC | History | New | 183 | 1 | 0.0% | — | 448 | +183 | New | Q4 2025 | Feb 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 170 | 1 | 0.0% | — | 449 | +170 | New | Q4 2025 | Feb 09, 2026 |
| True Wealth Design, LLC | History | Added to | 166 | 1 | 0.0% | — | 441 | +162 | 4050.0% | Q4 2025 | Jan 08, 2026 |
| NATIXIS | History | New | 133 | 1 | 0.0% | — | 434 | +133 | New | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 122 | 1 | 0.0% | — | 442 | +122 | New | Q4 2025 | Feb 10, 2026 |
| Basepoint Wealth LLC | History | New | 118 | 1 | 0.0% | — | 447 | +118 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 166 | 1 | 0.0% | — | 445 | +76 | 84.44% | Q4 2025 | Jan 07, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 155 | 1 | 0.0% | — | 446 | +75 | 93.75% | Q4 2025 | Jan 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 134 | 1 | 0.0% | — | 437 | +71 | 112.7% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 115 | 1 | 0.0% | — | 443 | +52 | 82.54% | Q4 2025 | Feb 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 161 | 1 | 0.0% | 0.0% | 435 | -11 | -6.4% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 134 | 1 | 0.0% | 0.0% | 440 | -1 | -0.74% | Q4 2025 | Jan 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 175 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 213 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 200 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -843,817 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -456,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Retirement Systems of Alabama | History | Closed out | 0 | 0 | — | 0.01% | — | -390,487 | -100.0% | Q3 2025 | Oct 31, 2025 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -381,429 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -379,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -188,987 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.24% | — | -169,705 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -112,463 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.09% | — | -95,675 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -90,335 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -79,169 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -76,866 | -100.0% | Q3 2025 | Nov 05, 2025 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Closed out | 0 | 0 | — | 0.02% | — | -76,300 | -100.0% | Q3 2025 | Dec 15, 2025 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -71,988 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -63,963 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -63,749 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -61,192 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -60,541 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -55,609 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -48,906 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.05% | — | -48,319 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -47,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.09% | — | -46,578 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,480 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,989 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,798 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,105 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,225 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -25,031 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SECURIAN ASSET MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,188 | -100.0% | Q3 2025 | Oct 23, 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -23,052 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,480 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,557 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Radnor Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,200 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,567 | -100.0% | Q3 2025 | Nov 07, 2025 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,191 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,098 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,194 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.15% | — | -13,523 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -13,291 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Meiji Yasuda Asset Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,035 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.0% | — | -11,573 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,530 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,436 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,806 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,745 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,079 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,080 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,191 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,234 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,262 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,436 | -100.0% | Q3 2025 | Oct 21, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,208 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Altshuler Shaham Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -1,749 | -99.94% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q3 2025 | Nov 06, 2025 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -831 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -831 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Deseret Mutual Benefit Administrators | History | Reduced | 42 | 0 | — | 0.0% | — | -326 | -88.59% | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 105 | 0 | — | — | — | +105 | New | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | New | 98 | 0 | — | — | — | +98 | New | Q4 2025 | Jan 08, 2026 |
| Kilter Group LLC | History | Reduced | 2 | 0 | — | — | — | -87 | -97.75% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 83 | 0 | — | — | — | +83 | New | Q4 2025 | Feb 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 28 | 0 | — | — | — | -74 | -72.55% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | New | 72 | 0 | — | — | — | +72 | New | Q4 2025 | Jan 16, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Mar 05, 2026 |
| Catherine Avery Investment Management LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Jan 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 57 | 0 | — | — | — | +29 | 103.57% | Q4 2025 | Jan 16, 2026 |
| Cromwell Holdings LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Nov 04, 2025 |
| DV Trading LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 37 | 0 | — | — | — | +25 | 208.33% | Q4 2025 | Feb 02, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HFM Investment Advisors, LLC | History | Added to | 24 | 0 | — | — | — | +15 | 166.67% | Q4 2025 | Feb 05, 2026 |
| Elyxium Wealth, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 05, 2026 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Activest Wealth Management | History | Added to | 16 | 0 | — | — | — | +7 | 77.78% | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 29, 2026 |
| Dogwood Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 04, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 85 | 0 | — | — | — | -1 | -1.16% | Q4 2025 | Jan 15, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Breakwater Investment Management | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hughes Financial Services, LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |