AIR LEASE CORP - AL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 12,484,617 | 801,886 | 0.01% | 0.02% | 1 | -1,016,887 | -7.53% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 11,424,772 | 733,813 | 0.01% | 0.01% | 2 | -124,673 | -1.08% | Q4 2025 | Jan 29, 2026 |
| HBK INVESTMENTS L P | History | Added to | 4,602,260 | 295,603 | 2.32% | 1.92% | 3 | +1,852,260 | 67.35% | Q4 2025 | Feb 17, 2026 |
| FIL Ltd | History | No change | 4,470,601 | 287,146 | 0.21% | 0.22% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,783,714 | 243,026 | 0.05% | 0.09% | 5 | -2,807,673 | -42.6% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 3,345,915 | 215,657 | 0.01% | 0.01% | 6 | -59,163 | -1.74% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,927,410 | 188,027 | 0.09% | 0.12% | 7 | -624,054 | -17.57% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,818,667 | 181,042 | 0.03% | 0.01% | 8 | +2,056,637 | 269.89% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,477,264 | 159,114 | 0.08% | 0.09% | 9 | +193,772 | 8.49% | Q4 2025 | Feb 17, 2026 |
| GLAZER CAPITAL, LLC | History | Added to | 2,414,969 | 155,113 | 4.08% | 0.38% | 10 | +2,236,473 | 1252.95% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 2,343,400 | 150,516 | 0.29% | 0.01% | 11 | +2,247,800 | 2351.26% | Q4 2025 | Feb 17, 2026 |
| Pentwater Capital Management LP | History | Added to | 2,240,000 | 143,875 | 0.76% | 0.78% | 12 | +40,000 | 1.82% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 2,134,448 | 137,095 | 0.19% | 0.02% | 13 | +1,896,425 | 796.74% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,883,450 | 120,999 | 0.01% | 0.01% | 14 | +144,776 | 8.33% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,761,547 | 113,144 | 0.11% | 0.02% | 15 | +1,497,961 | 568.3% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | Added to | 1,586,800 | 101,920 | 1.0% | 0.61% | 16 | +7,315 | 0.46% | Q4 2025 | Feb 17, 2026 |
| AQR Arbitrage LLC | History | Added to | 1,485,209 | 95,394 | 2.01% | 1.63% | 17 | +476,571 | 47.25% | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,333,070 | 85,623 | 0.01% | — | 18 | +1,333,070 | New | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,194,242 | 76,706 | 0.01% | 0.01% | 19 | +4,063 | 0.34% | Q4 2025 | Feb 13, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Added to | 1,118,656 | 71,851 | 4.78% | 0.18% | 20 | +1,070,853 | 2240.14% | Q4 2025 | Feb 05, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Added to | 1,109,293 | 71,249 | 0.83% | 0.1% | 21 | +996,015 | 879.27% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 942,431 | 60,532 | 0.0% | 0.0% | 22 | +3,189 | 0.34% | Q4 2025 | Feb 13, 2026 |
| KRYGER CAPITAL Ltd | History | New | 860,598 | 55,276 | 4.27% | — | 23 | +860,598 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 843,123 | 54,153 | 0.0% | 0.0% | 24 | +189,021 | 28.9% | Q4 2025 | Feb 11, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 764,898 | 49,129 | 3.42% | 4.23% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 751,464 | 48,266 | 0.01% | 0.01% | 26 | -516,654 | -40.74% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 699,656 | 44,938 | 0.07% | 0.02% | 27 | +469,855 | 204.46% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 696,190 | 44,716 | 0.05% | 0.0% | 28 | +622,332 | 842.61% | Q4 2025 | Feb 13, 2026 |
| TIG Advisors, LLC | History | Added to | 645,058 | 41,432 | 1.92% | 0.62% | 29 | +480,534 | 292.08% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 642,725 | 41,282 | 0.32% | 0.11% | 30 | +442,725 | 221.36% | Q4 2025 | Feb 11, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 604,892 | 38,852 | 0.87% | 1.51% | 31 | -537,279 | -47.04% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 575,869 | 36,988 | 0.01% | 0.01% | 32 | -345,431 | -37.49% | Q4 2025 | Feb 10, 2026 |
| LMR Partners LLP | History | Added to | 564,090 | 36,231 | 0.07% | 0.01% | 33 | +514,090 | 1028.18% | Q4 2025 | Feb 17, 2026 |
| Sagefield Capital LP | History | Added to | 516,695 | 33,187 | 2.81% | 0.49% | 34 | +447,795 | 649.92% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 504,011 | 32,372 | 0.0% | 0.01% | 35 | -463,930 | -47.93% | Q4 2025 | Mar 25, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 501,123 | 32,187 | 0.02% | 0.02% | 36 | -102,529 | -16.98% | Q4 2025 | Feb 02, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 496,957 | 31,919 | 6.5% | 7.73% | 37 | -108,661 | -17.94% | Q4 2025 | Feb 13, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 485,878 | 31,207 | 2.07% | 2.33% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alberta Investment Management Corp | History | Added to | 450,000 | 28,903 | 0.17% | 0.07% | 40 | +300,000 | 200.0% | Q4 2025 | Feb 19, 2026 |
| COBALT CAPITAL MANAGEMENT, INC. | History | Reduced | 450,000 | 28,903 | 12.79% | 14.63% | 39 | -50,000 | -10.0% | Q4 2025 | Feb 17, 2026 |
| M3F, Inc. | History | Reduced | 448,401 | 28,801 | 7.91% | 8.44% | 41 | -19,500 | -4.17% | Q4 2025 | Feb 13, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | New | 446,067 | 28,650 | 2.99% | — | 42 | +446,067 | New | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 429,626 | 27,594 | 0.1% | 0.07% | 43 | +194,678 | 82.86% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 413,028 | 26,528 | 0.0% | 0.0% | 44 | +253,793 | 159.38% | Q4 2025 | Feb 17, 2026 |
| Barton Investment Management | History | Reduced | 403,246 | 25,900 | 2.79% | 3.07% | 45 | -69,971 | -14.79% | Q4 2025 | Jan 21, 2026 |
| Holocene Advisors, LP | History | New | 390,605 | 25,088 | 0.05% | — | 46 | +390,605 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 379,656 | 24,385 | 0.0% | 0.01% | 47 | -809,760 | -68.08% | Q4 2025 | Feb 19, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 374,815 | 24,074 | 0.08% | 0.1% | 48 | -34,980 | -8.54% | Q4 2025 | Feb 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 349,903 | 22,474 | 0.06% | 0.02% | 49 | +239,010 | 215.53% | Q4 2025 | Feb 17, 2026 |
| Westchester Capital Management, LLC | History | Added to | 334,421 | 21,479 | 0.9% | 0.45% | 50 | +180,721 | 117.58% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 313,617 | 20,143 | 0.14% | — | 51 | +313,617 | New | Q4 2025 | Feb 05, 2026 |
| WATER ISLAND CAPITAL LLC | History | Reduced | 298,440 | 19,168 | 2.07% | 2.41% | 52 | -2,237 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 295,409 | 18,974 | 0.07% | 0.11% | 53 | -110,024 | -27.14% | Q4 2025 | Feb 13, 2026 |
| Kopernik Global Investors, LLC | History | No change | 285,013 | 18,306 | 1.46% | 1.48% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 278,231 | 17,870 | 0.0% | 0.01% | 55 | -198,896 | -41.69% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 274,674 | 17,642 | 0.0% | 0.0% | 56 | -540,980 | -66.32% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 272,848 | 17,525 | 0.01% | 0.01% | 57 | -157,567 | -36.61% | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | Reduced | 270,072 | 17,346 | 0.0% | 0.0% | 58 | -9,978 | -3.56% | Q4 2025 | Feb 09, 2026 |
| MARSHALL WACE, LLP | History | Added to | 255,140 | 16,387 | 0.01% | 0.01% | 59 | +44,913 | 21.36% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 254,660 | 16,356 | 0.01% | 0.01% | 60 | +60,024 | 30.84% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 253,960 | 16,311 | 0.01% | 0.01% | 61 | -5,308 | -2.05% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 252,128 | 16,194 | 0.0% | 0.0% | 62 | -21,082 | -7.72% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 251,456 | 16,151 | 0.1% | 0.1% | 63 | -10 | -0.0% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 247,812 | 15,916 | 0.16% | 0.23% | 64 | -120,867 | -32.78% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 244,448 | 15,705 | 0.01% | 0.0% | 65 | +198,548 | 432.57% | Q4 2025 | Feb 17, 2026 |
| Capula Management Ltd | History | New | 243,831 | 15,661 | 0.08% | — | 66 | +243,831 | New | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 232,000 | 14,901 | 0.02% | 0.01% | 67 | +157,000 | 209.33% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 222,007 | 14,260 | 0.02% | 0.0% | 68 | +213,767 | 2594.26% | Q4 2025 | Jan 09, 2026 |
| Nuveen, LLC | History | Reduced | 216,087 | 13,879 | 0.0% | 0.0% | 69 | -69,432 | -24.32% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 212,586 | 13,654 | 0.47% | 0.28% | 70 | +100,889 | 90.32% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 211,700 | 13,597 | 0.01% | 0.01% | 71 | +5,900 | 2.87% | Q4 2025 | Feb 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 211,456 | 13,581 | 2.04% | 1.87% | 72 | +28,100 | 15.33% | Q4 2025 | Feb 05, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 208,485 | 13,390 | 0.01% | 0.01% | 73 | +9,661 | 4.86% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 205,221 | 13,181 | 0.01% | 0.0% | 74 | +54,290 | 35.97% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 197,397 | 12,680 | 0.0% | 0.0% | 75 | -87,128 | -30.62% | Q4 2025 | Feb 17, 2026 |
| Gagnon Advisors, LLC | History | No change | 196,479 | 12,619 | 8.01% | 7.72% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 195,306 | 12,544 | 0.01% | — | 77 | +195,306 | New | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Added to | 192,435 | 12,360 | 0.43% | 0.4% | 78 | +24,610 | 14.66% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 176,009 | 11,305 | 0.06% | 0.04% | 79 | +52,727 | 42.77% | Q4 2025 | Feb 10, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 175,295 | 11,297 | 0.43% | 0.52% | 80 | -46,477 | -20.96% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 171,254 | 10,999 | 0.02% | 0.02% | 81 | +52,543 | 44.26% | Q4 2025 | Feb 17, 2026 |
| VALUEWORKS LLC | History | Reduced | 159,231 | 10,227 | 2.69% | 4.78% | 82 | -99,029 | -38.34% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 159,067 | 10,216 | 0.01% | 0.02% | 83 | -304,906 | -65.72% | Q4 2025 | Feb 13, 2026 |
| Parkside Investments, LLC | History | Reduced | 158,791 | 10,199 | 1.28% | 1.34% | 84 | -10,155 | -6.01% | Q4 2025 | Feb 09, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 157,000 | 10,084 | 0.01% | 0.0% | 85 | +142,000 | 946.67% | Q4 2025 | Feb 13, 2026 |
| MUFG Securities EMEA plc | History | New | 155,000 | 9,955 | 0.12% | — | 86 | +155,000 | New | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 154,785 | 9,941 | 0.0% | 0.01% | 87 | -491,542 | -76.05% | Q4 2025 | Feb 10, 2026 |
| Arvin Capital Management LP | History | Reduced | 151,059 | 9,702 | 1.83% | 4.0% | 88 | -196,605 | -56.55% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 145,136 | 9,322 | 0.11% | 0.06% | 89 | +64,836 | 80.74% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 140,941 | 9,052 | 0.01% | 0.02% | 90 | -119,208 | -45.82% | Q4 2025 | Feb 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 139,279 | 8,945 | 0.02% | 0.06% | 91 | -209,026 | -60.01% | Q4 2025 | Feb 09, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 131,587 | 8,451 | 0.07% | — | 92 | +131,587 | New | Q4 2025 | Feb 05, 2026 |
| London & Capital Asset Management Ltd | History | New | 130,591 | 8,390 | 0.09% | — | 93 | +130,591 | New | Q4 2025 | Feb 17, 2026 |
| Carmignac Gestion | History | New | 125,849 | 8,083 | 0.11% | — | 94 | +125,849 | New | Q4 2025 | Feb 13, 2026 |
| Cannell & Spears LLC | History | Reduced | 118,079 | 7,584 | 0.14% | 0.25% | 95 | -93,221 | -44.12% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 111,012 | 7,130 | 0.0% | 0.0% | 96 | +45,123 | 68.48% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 110,132 | 7,073 | 0.01% | 0.01% | 97 | -3,536 | -3.11% | Q4 2025 | Feb 05, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 110,000 | 7,065 | 0.1% | 0.65% | 98 | -633,280 | -85.2% | Q4 2025 | Feb 17, 2026 |
| Groupe la Francaise | History | Added to | 106,500 | 6,840 | 0.1% | 0.03% | 99 | +76,500 | 255.0% | Q4 2025 | Feb 12, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 103,926 | 6,675 | 1.69% | — | 100 | +103,926 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 101,052 | 6,490 | 0.0% | — | 101 | +101,052 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 100,376 | 6,447 | 0.03% | 0.08% | 102 | -107,678 | -51.75% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 100,076 | 6,427 | 0.01% | 0.01% | 103 | +2,274 | 2.33% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 99,454 | 6,388 | 0.18% | 0.18% | 104 | +3,200 | 3.32% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 97,212 | 6,246 | 0.01% | 0.01% | 105 | -3,214 | -3.2% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 96,398 | 6,191 | 0.01% | 0.01% | 106 | +16,952 | 21.34% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Reduced | 95,982 | 6,164 | 0.0% | 0.0% | 107 | -53,783 | -35.91% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 95,522 | 6,135 | 0.03% | 0.03% | 108 | +13,209 | 16.05% | Q4 2025 | Feb 03, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 91,604 | 5,885 | 0.01% | 0.01% | 109 | -51,673 | -36.07% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 91,275 | 5,862 | 0.01% | 0.01% | 110 | -1,660 | -1.79% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 96,563 | 5,848 | 0.01% | 0.01% | 111 | -15,444 | -13.79% | Q4 2025 | Mar 09, 2026 |
| Factorial Partners, LLC | History | No change | 91,000 | 5,844 | 3.86% | 3.99% | 112 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Man Group plc | History | Added to | 86,679 | 5,567 | 0.01% | 0.01% | 113 | +26,679 | 44.47% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 86,070 | 5,529 | 0.0% | 0.0% | 114 | +3,464 | 4.19% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 85,631 | 5,499 | 0.01% | 0.02% | 115 | -244,854 | -74.09% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | New | 80,228 | 5,153 | 0.25% | — | 116 | +80,228 | New | Q4 2025 | Feb 11, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 80,000 | 5,138 | 0.15% | 0.24% | 117 | -10,000 | -11.11% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 75,434 | 4,845 | 0.0% | 0.0% | 118 | +37,743 | 100.14% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 75,437 | 4,845 | 0.01% | 0.02% | 119 | -9,018 | -10.68% | Q4 2025 | Feb 13, 2026 |
| METEORA CAPITAL, LLC | History | Added to | 75,000 | 4,817 | 0.4% | 0.13% | 120 | +55,100 | 276.88% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 72,119 | 4,632 | 0.01% | 0.0% | 121 | +27,117 | 60.26% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 72,048 | 4,627 | 0.13% | 0.14% | 122 | -2,691 | -3.6% | Q4 2025 | Feb 05, 2026 |
| AGMAN CAPITAL LLC | History | New | 70,631 | 4,552 | 3.87% | — | 123 | +70,631 | New | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 70,476 | 4,526 | 0.04% | 0.02% | 124 | +21,609 | 44.22% | Q4 2025 | Feb 02, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 70,375 | 4,520 | 0.23% | 0.24% | 125 | -3,810 | -5.14% | Q4 2025 | Jan 27, 2026 |
| Advisors Preferred, LLC | History | New | 69,782 | 4,476 | 0.73% | — | 126 | +69,782 | New | Q4 2025 | Feb 02, 2026 |
| Woodline Partners LP | History | New | 66,830 | 4,292 | 0.02% | — | 127 | +66,830 | New | Q4 2025 | Feb 17, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 64,908 | 4,169 | 2.94% | 5.78% | 128 | -66,230 | -50.5% | Q4 2025 | Feb 26, 2026 |
| FMR LLC | History | Added to | 64,872 | 4,166 | 0.0% | 0.0% | 129 | +698 | 1.09% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 64,186 | 4,122 | 0.0% | 0.0% | 130 | +9,554 | 17.49% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 63,797 | 4,097 | 0.02% | — | 131 | +63,797 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 60,051 | 3,857 | 0.01% | 0.01% | 132 | -4,530 | -7.01% | Q4 2025 | Jan 26, 2026 |
| ANGELO GORDON & CO., L.P. | History | New | 60,000 | 3,853 | 0.36% | — | 133 | +60,000 | New | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 59,845 | 3,844 | 4.71% | 0.1% | 134 | -17,795 | -22.92% | Q4 2025 | Feb 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,663 | 3,832 | 0.0% | 0.0% | 135 | +33,517 | 128.19% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 58,829 | 3,778 | 0.01% | 0.01% | 136 | -2,059 | -3.38% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 58,674 | 3,768 | 0.03% | 0.02% | 137 | +34,820 | 145.97% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 56,878 | 3,653 | 0.05% | 0.04% | 138 | +5,417 | 10.53% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 56,064 | 3,600 | 0.04% | 0.01% | 139 | +12,397 | 28.39% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 54,540 | 3,503 | 0.0% | 0.0% | 140 | -313,868 | -85.2% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 53,495 | 3,435 | 0.04% | 0.03% | 141 | +631 | 1.19% | Q4 2025 | Jan 23, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 53,318 | 3,424 | 0.1% | — | 142 | +53,318 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 52,456 | 3,369 | 0.25% | 0.18% | 143 | +16,040 | 44.05% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Reduced | 50,000 | 3,211 | 0.02% | 0.04% | 144 | -25,000 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 48,100 | 3,089 | 0.05% | 0.05% | 145 | -200 | -0.41% | Q4 2025 | Jan 16, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 48,015 | 3,083 | 0.04% | 0.07% | 146 | -31,508 | -39.62% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 47,530 | 3,052 | 0.0% | 0.0% | 147 | -3,122 | -6.16% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 47,096 | 3,024 | 0.03% | 0.03% | 148 | -2,118 | -4.3% | Q4 2025 | Feb 05, 2026 |
| Kintayl Capital LP | History | New | 47,011 | 3,019 | 1.82% | — | 149 | +47,011 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 45,980 | 2,953 | 0.0% | 0.03% | 150 | -360,659 | -88.69% | Q4 2025 | Feb 12, 2026 |
| Varenne Capital Partners | History | New | 45,888 | 2,948 | 0.57% | — | 151 | +45,888 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 45,462 | 2,920 | 0.1% | 0.03% | 152 | +29,837 | 190.96% | Q4 2025 | Feb 10, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 45,000 | 2,890 | 0.18% | 0.2% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mork Capital Management, LLC | History | No change | 45,000 | 2,890 | 1.76% | 1.97% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENGLISH CAPITAL MANAGEMENT LLC | History | No change | 44,746 | 2,874 | 1.77% | 1.84% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 43,866 | 2,817 | 0.04% | 0.01% | 156 | +29,635 | 208.24% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 43,746 | 2,809 | 0.02% | 0.02% | 157 | -3,001 | -6.42% | Q4 2025 | Feb 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 43,634 | 2,803 | 0.01% | 0.01% | 158 | -9,898 | -18.49% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 43,522 | 2,795 | 0.0% | 0.01% | 159 | -24,809 | -36.31% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 41,233 | 2,648 | 0.01% | 0.0% | 160 | +1,811 | 4.59% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 40,987 | 2,632 | 0.0% | 0.0% | 161 | +30,283 | 282.91% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 40,303 | 2,588 | 0.0% | 11.44% | 162 | +1,607 | 4.15% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 39,616 | 2,544 | 0.0% | 0.0% | 163 | -17,989 | -31.23% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 39,550 | 2,540 | 0.01% | 0.0% | 164 | +30,084 | 317.81% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 38,380 | 2,465 | 0.0% | 0.0% | 165 | +15,412 | 67.1% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,214 | 2,454 | 0.0% | 0.0% | 166 | +2,845 | 8.04% | Q4 2025 | Jan 08, 2026 |
| Ethic Inc. | History | Reduced | 36,825 | 2,365 | 0.04% | 0.04% | 167 | -2,837 | -7.15% | Q4 2025 | Feb 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 36,507 | 2,344 | 0.0% | 0.0% | 168 | +866 | 2.43% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 36,445 | 2,343 | 0.04% | 0.02% | 169 | +15,244 | 71.9% | Q4 2025 | Feb 17, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 36,147 | 2,321 | 0.01% | 0.0% | 170 | +26,147 | 261.47% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 35,615 | 2,287 | 0.05% | 0.09% | 171 | -21,779 | -37.95% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 35,349 | 2,270 | 0.0% | 0.0% | 172 | +4,080 | 13.05% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 34,930 | 2,244 | 0.0% | 0.0% | 173 | +614 | 1.79% | Q4 2025 | Feb 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 34,473 | 2,214 | 0.03% | 0.05% | 174 | -11,192 | -24.51% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 34,188 | 2,196 | 0.02% | 0.01% | 175 | +2,125 | 6.63% | Q4 2025 | Feb 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 33,865 | 2,175 | 0.01% | 0.01% | 176 | -2,273 | -6.29% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 33,811 | 2,171 | 0.01% | 0.01% | 177 | -1,183 | -3.38% | Q4 2025 | Feb 17, 2026 |
| Fieldview Capital Management, LLC | History | New | 33,260 | 2,136 | 0.36% | — | 178 | +33,260 | New | Q4 2025 | Feb 13, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 32,804 | 2,107 | 0.37% | 0.72% | 179 | -29,515 | -47.36% | Q4 2025 | Feb 02, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 32,280 | 2,086 | 0.01% | 0.01% | 180 | -9,152 | -22.09% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 31,144 | 2,000 | 0.0% | 0.0% | 181 | -23,751 | -43.27% | Q4 2025 | Feb 13, 2026 |
| DLD Asset Management, LP | History | Reduced | 31,149 | 2,000 | 0.15% | 0.24% | 182 | -21,247 | -40.55% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 30,999 | 1,991 | 0.0% | 0.0% | 183 | +4,675 | 17.76% | Q4 2025 | Jan 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 30,105 | 1,936 | 0.02% | 0.02% | 184 | -5,101 | -14.49% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 29,588 | 1,900 | 0.01% | 0.01% | 185 | -1,829 | -5.82% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 28,311 | 1,818 | 0.01% | 0.01% | 186 | -31,787 | -52.89% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 26,453 | 1,699 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 26,325 | 1,691 | 0.01% | 0.01% | 188 | -3,268 | -11.04% | Q4 2025 | Jan 29, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 26,221 | 1,684 | 0.17% | 0.17% | 189 | -455 | -1.71% | Q4 2025 | Feb 17, 2026 |
| Yakira Capital Management, Inc. | History | New | 24,625 | 1,581 | 0.53% | — | 190 | +24,625 | New | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 23,998 | 1,541 | 0.02% | 0.02% | 191 | +300 | 1.27% | Q4 2025 | Feb 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 23,095 | 1,483 | 0.0% | 0.0% | 192 | -839 | -3.51% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 22,800 | 1,468 | 0.01% | 0.01% | 193 | +900 | 4.11% | Q4 2025 | Jan 28, 2026 |
| Greenland Capital Management LP | History | Reduced | 22,543 | 1,447 | 0.15% | 0.15% | 194 | -461 | -2.0% | Q4 2025 | Feb 17, 2026 |
| ING GROEP NV | History | New | 21,500 | 1,380 | 0.01% | — | 195 | +21,500 | New | Q4 2025 | Feb 11, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 21,500 | 1,380 | 0.11% | 0.11% | 196 | +1,500 | 7.5% | Q4 2025 | Feb 03, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 20,343 | 1,306 | 0.03% | 0.03% | 197 | +325 | 1.62% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 20,262 | 1,301 | 0.01% | — | 198 | +20,262 | New | Q4 2025 | Feb 17, 2026 |
| Cohen Klingenstein LLC | History | No change | 20,160 | 1,294 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,215 | 1,234 | 0.0% | 0.0% | 200 | -25,089 | -56.63% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 19,003 | 1,220 | 0.01% | 0.01% | 201 | +1,289 | 7.28% | Q4 2025 | Feb 02, 2026 |
| Sagewood Asset Management LP | History | New | 18,529 | 1,190 | 0.42% | — | 202 | +18,529 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,805 | 1,143 | 0.0% | 0.01% | 203 | -53,814 | -75.14% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 17,543 | 1,128 | 0.0% | — | 204 | +17,543 | New | Q4 2025 | Feb 13, 2026 |
| Weiss Asset Management LP | History | New | 17,325 | 1,112 | 0.02% | — | 205 | +17,325 | New | Q4 2025 | Feb 17, 2026 |
| First Trust Capital Management L.P. | History | New | 17,040 | 1,094 | 0.07% | — | 206 | +17,040 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,755 | 1,076 | 0.0% | 0.0% | 207 | -56,531 | -77.14% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,583 | 1,065 | 0.02% | 0.01% | 208 | -5 | -0.03% | Q4 2025 | Feb 02, 2026 |
| Overbrook Management Corp | History | No change | 16,416 | 1,054 | 0.18% | 0.19% | 209 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CSS LLC/IL | History | New | 16,334 | 1,049 | 0.05% | — | 210 | +16,334 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 15,805 | 1,015 | 0.0% | 0.0% | 211 | -13,395 | -45.87% | Q4 2025 | Feb 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 15,768 | 1,012 | 0.0% | 0.01% | 212 | -10,304 | -39.52% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 15,637 | 1,004 | 0.0% | 0.0% | 213 | -11,510 | -42.4% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 15,544 | 998 | 0.0% | 0.0% | 214 | +784 | 5.31% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,485 | 994 | 0.0% | 0.0% | 215 | -2,002 | -11.45% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 15,154 | 973 | 0.0% | 0.01% | 217 | -8,533 | -36.02% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,151 | 973 | 0.01% | 0.01% | 216 | -3,285 | -17.82% | Q4 2025 | Jan 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 14,901 | 957 | 0.08% | — | 218 | +14,901 | New | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | Reduced | 14,806 | 950 | 0.01% | 0.02% | 219 | -1,557 | -9.52% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,662 | 941 | 0.0% | 0.0% | 220 | -16,027 | -52.22% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 14,640 | 940 | 0.07% | 0.11% | 221 | -8,447 | -36.59% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,625 | 939 | 0.01% | 0.01% | 222 | +357 | 2.5% | Q4 2025 | Jan 26, 2026 |
| XTX Topco Ltd | History | New | 14,570 | 935 | 0.02% | — | 223 | +14,570 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,326 | 920 | 0.0% | 0.0% | 224 | +6,297 | 78.43% | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 13,671 | 878 | 0.02% | 0.02% | 225 | -1,568 | -10.29% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,640 | 876 | 0.0% | 0.0% | 226 | -105,207 | -88.52% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 13,461 | 864 | 0.02% | 0.03% | 227 | +120 | 0.9% | Q4 2025 | Feb 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 13,365 | 858 | 0.08% | — | 228 | +13,365 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,323 | 855 | 0.01% | 0.01% | 229 | -681 | -4.86% | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | Added to | 13,184 | 847 | 0.03% | 0.02% | 230 | +7,891 | 149.08% | Q4 2025 | Feb 23, 2026 |
| Headlands Technologies LLC | History | New | 13,005 | 835 | 0.07% | — | 231 | +13,005 | New | Q4 2025 | Feb 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 12,008 | 771 | 0.01% | 0.01% | 232 | +240 | 2.04% | Q4 2025 | Feb 10, 2026 |
| Odyssean, LLC | History | New | 11,713 | 752 | 0.54% | — | 233 | +11,713 | New | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 11,200 | 719 | 0.05% | 0.13% | 234 | -20,750 | -64.95% | Q4 2025 | Feb 09, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 11,173 | 717 | 0.0% | 0.03% | 235 | -63,812 | -85.1% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,891 | 699 | 0.0% | 0.01% | 236 | -40,965 | -79.0% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,809 | 694 | 0.12% | 0.06% | 237 | +5,219 | 93.36% | Q4 2025 | Feb 24, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 10,476 | 672 | 0.01% | 0.03% | 238 | -39,480 | -79.03% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Associates, LP | History | Added to | 10,412 | 668 | 0.0% | 0.0% | 239 | +7,060 | 210.62% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,144 | 651 | 0.0% | 0.0% | 240 | +547 | 5.7% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,041 | 644 | 0.0% | 0.0% | 241 | +13 | 0.13% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 9,849 | 634 | 0.0% | 0.0% | 242 | -697 | -6.61% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,267 | 595 | 0.0% | 0.0% | 243 | -1,886 | -16.91% | Q4 2025 | Feb 06, 2026 |
| Marnell Management LLC | History | New | 9,078 | 583 | 0.28% | — | 244 | +9,078 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 9,067 | 582 | 0.06% | — | 245 | +9,067 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 8,789 | 564 | 0.01% | 0.01% | 246 | -1,103 | -11.15% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 8,353 | 536 | 0.0% | 0.01% | 247 | -20,861 | -71.41% | Q4 2025 | Feb 10, 2026 |
| Verity Asset Management, Inc. | History | Added to | 8,108 | 520 | 0.22% | 0.1% | 248 | +3,127 | 62.78% | Q4 2025 | Jan 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 8,000 | 515 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortis Advisors, LLC | History | No change | 7,925 | 509 | 0.28% | 0.28% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 7,896 | 507 | 0.13% | 0.15% | 251 | -1,192 | -13.12% | Q4 2025 | Jan 07, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 7,851 | 504 | 0.0% | 0.49% | 252 | -1,759,534 | -99.56% | Q4 2025 | Feb 12, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 7,626 | 489 | 0.08% | 0.01% | 253 | +6,700 | 723.54% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 7,597 | 487 | 0.0% | 0.0% | 254 | +227 | 3.08% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,555 | 485 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Convergence Financial, LLC | History | New | 7,371 | 473 | 0.07% | — | 256 | +7,371 | New | Q4 2025 | Feb 11, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 7,242 | 465 | 0.7% | 1.05% | 257 | -4,644 | -39.07% | Q4 2025 | Feb 06, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 7,227 | 464 | 0.12% | 0.21% | 258 | -3,984 | -35.54% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 7,092 | 456 | 0.02% | 0.02% | 259 | -2,761 | -28.02% | Q4 2025 | Jan 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 6,901 | 443 | 0.0% | 0.0% | 260 | -213 | -2.99% | Q4 2025 | Feb 17, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 6,831 | 438 | 0.14% | 0.09% | 261 | +3,180 | 87.1% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 6,775 | 435 | 0.01% | 0.01% | 262 | +306 | 4.73% | Q4 2025 | Feb 03, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 6,713 | 431 | 0.05% | 0.08% | 263 | -5,520 | -45.12% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Reduced | 6,685 | 429 | 0.02% | 0.04% | 264 | -1,895 | -22.09% | Q4 2025 | Feb 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 6,559 | 420 | 0.01% | 0.01% | 265 | -197 | -2.92% | Q4 2025 | Jan 08, 2026 |
| CIBC Asset Management Inc | History | Reduced | 6,462 | 415 | 0.0% | 0.0% | 266 | -3,647 | -36.08% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,191 | 398 | 0.0% | 0.0% | 267 | -7,775 | -55.67% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,210 | 398 | 0.0% | 0.0% | 268 | -1,006 | -13.94% | Q4 2025 | Mar 16, 2026 |
| PROFUND ADVISORS LLC | History | New | 6,171 | 396 | 0.01% | — | 269 | +6,171 | New | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,161 | 395 | 0.01% | 0.01% | 271 | -2,337 | -27.5% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,152 | 395 | 0.01% | 0.01% | 270 | +679 | 12.41% | Q4 2025 | Jan 27, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 6,105 | 392 | 0.01% | 0.01% | 272 | -1,098 | -15.24% | Q4 2025 | Feb 13, 2026 |
| Sepio Capital, LP | History | Reduced | 6,095 | 391 | 0.02% | 0.02% | 273 | -89 | -1.44% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,958 | 382 | 0.0% | 0.0% | 274 | +1,848 | 44.96% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,886 | 379 | 0.01% | 0.02% | 275 | -2,904 | -33.04% | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 5,824 | 374 | 0.15% | — | 277 | +5,824 | New | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 5,825 | 374 | 0.0% | 0.0% | 276 | -4,281 | -42.36% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,752 | 369 | 0.0% | 0.0% | 278 | -507 | -8.1% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 5,707 | 366 | 0.02% | 0.02% | 279 | -1,101 | -16.17% | Q4 2025 | Jan 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,521 | 355 | 0.02% | — | 280 | +5,521 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,488 | 353 | 0.0% | 0.0% | 281 | +45 | 0.83% | Q4 2025 | Feb 05, 2026 |
| Utah Retirement Systems | History | No change | 5,505 | 353 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pavion Blue Capital, LLC | History | No change | 5,500 | 353 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,485 | 352 | 0.01% | 0.01% | 284 | +1,371 | 33.33% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,361 | 344 | 0.0% | 0.0% | 285 | -34 | -0.63% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,234 | 336 | 0.01% | 0.0% | 286 | +1,541 | 41.73% | Q4 2025 | Feb 11, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 5,225 | 335 | 0.04% | 0.53% | 287 | -52,692 | -90.98% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,202 | 334 | 0.0% | 0.01% | 288 | -12,288 | -70.26% | Q4 2025 | Jan 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,209 | 334 | 0.0% | 0.0% | 289 | -722 | -12.17% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 310,000 | 332 | 0.03% | — | 290 | +310,000 | New | Q4 2025 | Jan 30, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 5,100 | 327 | 0.01% | 0.01% | 292 | -28,358 | -84.76% | Q4 2025 | Feb 20, 2026 |
| Savant Capital, LLC | History | Added to | 5,105 | 327 | 0.0% | 0.0% | 291 | +820 | 19.14% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 5,070 | 325 | 0.02% | 0.02% | 293 | +524 | 11.53% | Q4 2025 | Jan 05, 2026 |
| M&T BANK CORP | History | Reduced | 5,051 | 324 | 0.0% | 0.0% | 294 | -2,860 | -36.15% | Q4 2025 | Jan 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 4,794 | 308 | 0.01% | — | 295 | +4,794 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 4,788 | 307 | 0.0% | — | 296 | +4,788 | New | Q4 2025 | Feb 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,787 | 307 | 0.0% | — | 297 | +4,787 | New | Q4 2025 | Feb 04, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 4,695 | 301 | 0.02% | — | 298 | +4,695 | New | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | New | 4,638 | 298 | 0.01% | — | 299 | +4,638 | New | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | No change | 4,469 | 287 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,063 | 283 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 4,360 | 280 | 0.16% | — | 302 | +4,360 | New | Q4 2025 | Mar 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 4,313 | 277 | 0.05% | 0.05% | 303 | +331 | 8.31% | Q4 2025 | Jan 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 4,252 | 273 | 0.01% | 0.01% | 304 | +71 | 1.7% | Q4 2025 | Feb 13, 2026 |
| Oak Thistle LLC | History | New | 4,201 | 269 | 0.04% | — | 305 | +4,201 | New | Q4 2025 | Jan 21, 2026 |
| Ellevest, Inc. | History | Reduced | 3,985 | 255 | 0.04% | 0.04% | 306 | -636 | -13.76% | Q4 2025 | Feb 10, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 3,950 | 253 | 0.0% | 0.0% | 307 | -1,332 | -25.22% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,901 | 250 | 0.0% | 0.0% | 308 | -3,619 | -48.13% | Q4 2025 | Feb 02, 2026 |
| PharVision Advisers, LLC | History | New | 3,755 | 241 | 0.12% | — | 309 | +3,755 | New | Q4 2025 | Feb 17, 2026 |
| North Dakota State Investment Board | History | New | 3,686 | 236 | 0.01% | — | 310 | +3,686 | New | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | Reduced | 3,651 | 234 | 0.02% | 0.02% | 311 | -50 | -1.35% | Q4 2025 | Jan 29, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 3,615 | 232 | 0.05% | 0.05% | 312 | -224 | -5.83% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 3,605 | 231 | 0.0% | — | 313 | +3,605 | New | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning, LLC | History | New | 3,600 | 231 | 0.05% | — | 314 | +3,600 | New | Q4 2025 | Mar 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,572 | 229 | 0.0% | 0.0% | 315 | +7 | 0.2% | Q4 2025 | Jan 20, 2026 |
| Inspire Advisors, LLC | History | Reduced | 3,504 | 225 | 0.02% | 0.02% | 316 | -155 | -4.24% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,492 | 224 | 0.0% | 0.0% | 317 | +1,257 | 56.24% | Q4 2025 | Feb 05, 2026 |
| Marex Group plc | History | New | 3,432 | 220 | 0.0% | — | 319 | +3,432 | New | Q4 2025 | Feb 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 3,428 | 220 | 0.0% | 0.01% | 318 | -305 | -8.17% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 3,415 | 219 | 0.05% | 0.05% | 320 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,330 | 214 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 3,324 | 213 | 0.0% | 0.0% | 322 | -524 | -13.62% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 3,254 | 209 | 0.01% | — | 323 | +3,254 | New | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | New | 3,239 | 208 | 0.0% | — | 324 | +3,239 | New | Q4 2025 | Jan 28, 2026 |
| Nilsine Partners, LLC | History | Reduced | 3,202 | 205 | 0.02% | 0.02% | 325 | -52 | -1.6% | Q4 2025 | Jan 15, 2026 |
| Brooklyn Investment Group | History | New | 3,184 | 204 | 0.01% | — | 326 | +3,184 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 3,152 | 202 | 0.0% | 0.0% | 327 | -8,723 | -73.46% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,089 | 198 | 0.01% | 0.01% | 328 | +253 | 8.92% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,869 | 184 | 0.0% | 0.0% | 330 | -1,215 | -29.75% | Q4 2025 | Feb 13, 2026 |
| KBC Group NV | History | No change | 2,868 | 184 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,800 | 179 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,753 | 176 | 0.01% | 0.01% | 332 | -553 | -16.73% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 2,699 | 173 | 0.01% | 0.15% | 333 | -26,968 | -90.9% | Q4 2025 | Jan 20, 2026 |
| STRS OHIO | History | Added to | 2,495 | 160 | 0.0% | 0.0% | 334 | +5 | 0.2% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 2,400 | 154 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,128 | 136 | 0.0% | 0.0% | 336 | -30 | -1.39% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,061 | 132 | 0.0% | 0.01% | 337 | -32,844 | -94.1% | Q4 2025 | Feb 02, 2026 |
| Covestor Ltd | History | Reduced | 2,004 | 129 | 0.07% | 0.07% | 338 | -20 | -0.99% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,946 | 124 | 0.01% | — | 339 | +1,946 | New | Q4 2025 | Feb 13, 2026 |
| Inspire Investing, LLC | History | New | 1,748 | 112 | 0.01% | — | 340 | +1,748 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,704 | 109 | 0.0% | 0.1% | 341 | -337,918 | -99.5% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,696 | 108 | 0.0% | 0.0% | 342 | -1,616 | -48.79% | Q4 2025 | Feb 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,669 | 107 | 0.0% | 0.0% | 343 | +469 | 39.08% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,650 | 105 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 1,530 | 98 | 0.0% | — | 345 | +1,530 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,327 | 85 | 0.0% | 0.0% | 346 | +726 | 120.8% | Q4 2025 | Jan 23, 2026 |
| DANSKE BANK A/S | History | Reduced | 1,300 | 83 | 0.0% | 0.0% | 347 | -18,178 | -93.33% | Q4 2025 | Feb 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,231 | 79 | 0.0% | 0.01% | 348 | -3,891 | -75.97% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,228 | 78 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,137 | 73 | 0.0% | 0.0% | 350 | -56 | -4.69% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 988 | 63 | 0.0% | 0.03% | 351 | -26,956 | -96.46% | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 968 | 62 | 0.02% | — | 352 | +968 | New | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | No change | 960 | 61 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Westside Investment Management, Inc. | History | Added to | 50,025 | 54 | 0.01% | 0.01% | 354 | +25 | 0.05% | Q4 2025 | Jan 23, 2026 |
| Miller Capital Partners, Inc. | History | New | 800 | 51 | 0.03% | — | 356 | +800 | New | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 807 | 51 | 0.0% | 0.0% | 355 | +13 | 1.64% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 777 | 49 | 0.0% | 0.0% | 357 | +193 | 33.05% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 778 | 49 | 0.0% | 0.0% | 358 | -111 | -12.49% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 750 | 48 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 726 | 47 | 0.0% | 0.0% | 360 | +180 | 32.97% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Reduced | 742 | 47 | 0.01% | 0.01% | 361 | -11 | -1.46% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Added to | 703 | 45 | 0.0% | 0.0% | 362 | +140 | 24.87% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 705 | 45 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 663 | 42 | 0.0% | 0.0% | 364 | +135 | 25.57% | Q4 2025 | Jan 15, 2026 |
| Leonteq Securities AG | History | Reduced | 644 | 41 | 0.0% | 0.0% | 365 | -47 | -6.8% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 647 | 41 | 0.0% | 0.0% | 366 | +19 | 3.03% | Q4 2025 | Feb 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 625 | 40 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 615 | 39 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EASTERN BANK | History | Reduced | 600 | 38 | 0.0% | 0.0% | 369 | -199 | -24.91% | Q4 2025 | Jan 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 595 | 38 | 0.0% | 0.0% | 370 | +34 | 6.06% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 500 | 32 | 0.0% | — | 371 | +500 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 501 | 31 | 0.0% | — | 373 | +501 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 489 | 31 | 0.0% | 0.0% | 374 | -6 | -1.21% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | No change | 484 | 31 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| True Wealth Design, LLC | History | Added to | 469 | 30 | 0.01% | 0.01% | 375 | +7 | 1.52% | Q4 2025 | Jan 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 418 | 26 | 0.0% | 0.0% | 376 | -82 | -16.4% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 395 | 25 | 0.0% | 0.0% | 377 | -874 | -68.87% | Q4 2025 | Feb 09, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 394 | 25 | 0.02% | 0.02% | 380 | +1 | 0.25% | Q4 2025 | Jan 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 402 | 25 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Orion Capital Management LLC | History | No change | 400 | 25 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 362 | 23 | 0.0% | 0.0% | 382 | -118 | -24.58% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 365 | 23 | 0.0% | 0.0% | 381 | +2 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 342 | 21 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Jessup Wealth Management, Inc | History | New | 321 | 20 | 0.01% | — | 384 | +321 | New | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 310 | 19 | 0.01% | — | 385 | +310 | New | Q4 2025 | Jan 09, 2026 |
| Torren Management, LLC | History | New | 290 | 18 | 0.01% | — | 388 | +290 | New | Q4 2025 | Jan 30, 2026 |
| GoalVest Advisory LLC | History | New | 287 | 18 | 0.0% | — | 386 | +287 | New | Q4 2025 | Jan 05, 2026 |
| WealthCollab, LLC | History | No change | 285 | 18 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 270 | 17 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quarry LP | History | Added to | 254 | 16 | 0.0% | 0.0% | 390 | +89 | 53.94% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 240 | 15 | 0.0% | 0.0% | 392 | +8 | 3.45% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | No change | 237 | 15 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 233 | 14 | 0.0% | 0.0% | 393 | +11 | 4.95% | Q4 2025 | Jan 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 231 | 14 | 0.0% | 0.0% | 394 | -1 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 214 | 13 | 0.0% | 0.0% | 396 | +178 | 494.44% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Added to | 213 | 13 | 0.0% | 0.0% | 395 | +8 | 3.9% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 199 | 12 | 0.0% | 0.0% | 399 | -745 | -78.92% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 199 | 12 | 0.0% | 0.0% | 397 | +119 | 148.75% | Q4 2025 | Feb 10, 2026 |
| High Note Wealth, LLC | History | No change | 187 | 12 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | Reduced | 182 | 11 | 0.0% | 0.01% | 403 | -1,069 | -85.45% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | New | 174 | 11 | 0.0% | — | 401 | +174 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 183 | 11 | 0.0% | 0.0% | 400 | -16 | -8.04% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 181 | 11 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Elyxium Wealth, LLC | History | New | 162 | 10 | 0.0% | — | 405 | +162 | New | Q4 2025 | Feb 05, 2026 |
| Bare Financial Services, Inc | History | No change | 159 | 10 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | No change | 162 | 10 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WHITTIER TRUST CO | History | No change | 153 | 9 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | No change | 149 | 9 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 113 | 7 | 0.0% | 0.0% | 411 | +96 | 564.71% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 113 | 7 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 119 | 7 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 99 | 6 | 0.0% | 0.01% | 415 | -334 | -77.14% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | New | 108 | 6 | 0.0% | — | 413 | +108 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 98 | 6 | 0.0% | 0.0% | 414 | +13 | 15.29% | Q4 2025 | Feb 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 104 | 6 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | New | 91 | 5 | 0.0% | — | 417 | +91 | New | Q4 2025 | Jan 14, 2026 |
| Activest Wealth Management | History | New | 91 | 5 | 0.0% | — | 418 | +91 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | Reduced | 86 | 5 | 0.0% | 0.0% | 416 | -27 | -23.89% | Q4 2025 | Feb 09, 2026 |
| Accent Capital Management, LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 89 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Reduced | 74 | 4 | 0.0% | 0.01% | 421 | -13,210 | -99.44% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 74 | 4 | 0.0% | 0.27% | 424 | -13,126 | -99.44% | Q4 2025 | Jan 16, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 73 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 65 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 53 | 3 | 0.0% | — | 429 | +53 | New | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 49 | 3 | 0.0% | — | 430 | +49 | New | Q4 2025 | Jan 30, 2026 |
| HM PAYSON & CO | History | No change | 51 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Perspectives, Inc | History | No change | 60 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 39 | 2 | 0.0% | — | 431 | +39 | New | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | New | 36 | 2 | 0.0% | — | 432 | +36 | New | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 36 | 2 | 0.0% | — | 433 | +36 | New | Q4 2025 | Mar 04, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 35 | 2 | 0.0% | — | 434 | +35 | New | Q4 2025 | Jan 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 436 | -53 | -63.1% | Q4 2025 | Feb 05, 2026 |
| Ankerstar Wealth, LLC | History | New | 24 | 1 | 0.0% | — | 441 | +24 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 20 | 1 | 0.0% | — | 444 | +20 | New | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 17 | 1 | 0.0% | — | 445 | +17 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Added to | 27 | 1 | 0.0% | — | 435 | +15 | 125.0% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 438 | -15 | -32.61% | Q4 2025 | Jan 15, 2026 |
| Rossby Financial, LCC | History | Added to | 24 | 1 | 0.0% | — | 443 | +15 | 166.67% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,625,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -824,867 | -100.0% | Q3 2025 | Oct 20, 2025 |
| COOKE & BIELER LP | History | Closed out | 0 | 0 | — | 0.47% | — | -719,812 | -100.0% | Q3 2025 | Oct 31, 2025 |
| REINHART PARTNERS, LLC. | History | Closed out | 0 | 0 | — | 1.41% | — | -679,191 | -100.0% | Q3 2025 | Oct 28, 2025 |
| High Ground Investment Management LLP | History | Closed out | 0 | 0 | — | 5.81% | — | -549,201 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -540,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| VR Advisory Services Ltd | History | Closed out | 0 | 0 | — | 5.79% | — | -375,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Decagon Asset Management LLP | History | Closed out | 0 | 0 | — | 11.23% | — | -349,526 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Diameter Capital Partners LP | History | Closed out | 0 | 0 | — | 1.18% | — | -300,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -296,315 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Slotnik Capital, LLC | History | Closed out | 0 | 0 | — | 2.88% | — | -145,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SKBA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -109,650 | -100.0% | Q3 2025 | Nov 12, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -89,036 | -100.0% | Q3 2025 | Nov 12, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -74,135 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -61,990 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -60,282 | -100.0% | Q3 2025 | Dec 18, 2025 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -55,000 | -100.0% | Q3 2025 | Nov 21, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.13% | — | -53,007 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,786 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -50,371 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -50,361 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -35,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -33,935 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.02% | — | -31,576 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -30,837 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -27,315 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,179 | -100.0% | Q3 2025 | Dec 15, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -19,162 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,854 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -14,358 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -12,940 | -100.0% | Q3 2025 | Oct 31, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.09% | — | -12,838 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,497 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BCK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.75% | — | -11,147 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,329 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.03% | — | -7,594 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LYRICAL ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,128 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.18% | — | -5,864 | -100.0% | Q3 2025 | Oct 23, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,723 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,473 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,183 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,978 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,711 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,578 | -100.0% | Q3 2025 | Oct 21, 2025 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,822 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,742 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,453 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,445 | -100.0% | Q3 2025 | Nov 10, 2025 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.09% | — | -3,401 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,233 | -100.0% | Q3 2025 | Nov 07, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,154 | -100.0% | Q3 2025 | Nov 19, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,088 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,681 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -2,172 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -746 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stephens Consulting, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -246 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sunbelt Securities, Inc. | History | Reduced | 12 | 0 | — | 0.0% | — | -32 | -72.73% | Q4 2025 | Feb 20, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MidFirst Bank | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 25, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 14 | 0 | — | 0.0% | — | -6 | -30.0% | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Jan 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Dunhill Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SouthState Bank Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cromwell Holdings LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sachetta, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HFM Investment Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |