APPLIED OPTOELECTRONICS, INC. - AAOI
Detailed investor-level table based on 13F positions.
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| REX Advisers, LLC | History | New | 43,800 | 736,862 | 2.23% | — | 1 | +43,800 | New | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Added to | 7,192,329 | 608,399 | 0.01% | 0.0% | 2 | +1,885,897 | 35.54% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,586,418 | 472,555 | 0.06% | 0.02% | 3 | +1,086,024 | 24.13% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,121,873 | 348,669 | 0.04% | 0.02% | 4 | +129,202 | 3.24% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,061,522 | 258,974 | 0.01% | — | 5 | +3,061,522 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,630,257 | 222,493 | 0.13% | 0.04% | 6 | +494,001 | 23.12% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,491,303 | 210,739 | 0.03% | 0.01% | 7 | +1,154,706 | 86.39% | Q1 2026 | May 15, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 2,349,969 | 198,783 | 5.87% | 2.6% | 8 | +310,328 | 15.21% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 4,982,660 | 173,695 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Reduced | 2,014,405 | 170,398 | 0.03% | 0.02% | 10 | -1,497,904 | -42.65% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,801,883 | 152,421 | 0.01% | — | 11 | +1,801,883 | New | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,761,616 | 149,015 | 0.05% | 0.01% | 12 | +805,467 | 84.24% | Q1 2026 | May 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,732,381 | 146,543 | 0.02% | 0.01% | 13 | -497,376 | -22.31% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,644,293 | 139,090 | 0.0% | 0.0% | 14 | +38,057 | 2.37% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,621,305 | 137,173 | 0.01% | 0.0% | 15 | +108,403 | 7.17% | Q1 2026 | May 15, 2026 |
| Value Aligned Research Advisors, LLC | History | New | 1,293,438 | 109,411 | 0.53% | — | 16 | +1,293,438 | New | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | Reduced | 1,275,519 | 107,896 | 1.08% | 0.49% | 17 | -102 | -0.01% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,111,132 | 94,657 | 0.01% | 0.0% | 18 | +1,055,667 | 1903.3% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,084,764 | 91,760 | 0.01% | 0.0% | 19 | +117,459 | 12.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,038,764 | 87,869 | 0.01% | 0.01% | 20 | +87,699 | 9.22% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 932,572 | 78,886 | 0.15% | 0.06% | 21 | +2,046 | 0.22% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 733,696 | 62,187 | 0.02% | 0.0% | 22 | +354,475 | 93.47% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 727,566 | 61,544 | 0.0% | 0.0% | 23 | -972,289 | -57.2% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 681,800 | 57,673 | 0.1% | 0.03% | 24 | +175,412 | 34.64% | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 643,145 | 54,404 | 0.04% | — | 25 | +643,145 | New | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 632,337 | 53,489 | 0.39% | 0.12% | 26 | +124,864 | 24.61% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 583,494 | 49,357 | 0.01% | 0.0% | 27 | +56,566 | 10.74% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 565,279 | 47,816 | 0.07% | — | 28 | +565,279 | New | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 532,228 | 45,021 | 0.01% | 0.0% | 29 | +3,885 | 0.74% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 523,081 | 44,247 | 0.08% | 0.01% | 30 | +403,548 | 337.6% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | New | 517,341 | 44,039 | 0.03% | — | 31 | +517,341 | New | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 501,043 | 42,383 | 0.05% | 0.01% | 32 | +194,443 | 63.42% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 495,798 | 41,939 | 0.05% | 0.01% | 33 | +302,645 | 156.69% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 468,870 | 39,661 | 0.05% | 0.01% | 34 | +277,506 | 145.01% | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 455,375 | 38,520 | 0.46% | 0.17% | 35 | -19,640 | -4.13% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 447,682 | 37,869 | 0.01% | — | 36 | +447,682 | New | Q1 2026 | May 08, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 433,882 | 36,702 | 1.16% | 0.72% | 37 | -236,695 | -35.3% | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | Added to | 382,371 | 32,344 | 0.01% | 0.0% | 38 | +157,083 | 69.73% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 379,062 | 32,064 | 0.04% | 0.0% | 39 | +360,577 | 1950.65% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 363,903 | 30,782 | 0.02% | 0.01% | 40 | -392,205 | -51.87% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 341,182 | 28,860 | 0.02% | 0.01% | 41 | +69,566 | 25.61% | Q1 2026 | May 15, 2026 |
| Artemis Investment Management LLP | History | Reduced | 340,148 | 28,773 | 0.31% | 0.33% | 42 | -432,176 | -55.96% | Q1 2026 | Apr 13, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 320,731 | 27,130 | 1.97% | 1.13% | 43 | -144,557 | -31.07% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 314,626 | 26,614 | 0.01% | 0.0% | 44 | +169,736 | 117.15% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 309,894 | 26,213 | 0.01% | 0.0% | 45 | -108,325 | -25.9% | Q1 2026 | May 07, 2026 |
| Marex Group plc | History | New | 289,167 | 24,460 | 0.15% | — | 46 | +289,167 | New | Q1 2026 | May 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | New | 284,146 | 24,035 | 0.25% | — | 47 | +284,146 | New | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 279,144 | 23,612 | 0.5% | 0.33% | 48 | -167,965 | -37.57% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 274,123 | 23,188 | 0.01% | 0.0% | 49 | +218,905 | 396.44% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 271,989 | 23,007 | 0.12% | 0.07% | 50 | -94,428 | -25.77% | Q1 2026 | May 08, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 271,760 | 22,988 | 1.12% | 0.68% | 51 | -127,290 | -31.9% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 257,708 | 21,799 | 0.0% | — | 52 | +257,708 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 240,886 | 20,376 | 0.0% | 0.0% | 53 | -84,956 | -26.07% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 240,710 | 20,361 | 0.02% | 0.0% | 54 | +230,177 | 2185.29% | Q1 2026 | May 12, 2026 |
| Bridgewater Associates, LP | History | New | 223,935 | 18,942 | 0.08% | — | 55 | +223,935 | New | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 221,084 | 18,701 | 0.18% | 0.27% | 56 | -552,864 | -71.43% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 219,622 | 18,577 | 0.02% | 0.0% | 57 | +149,713 | 214.15% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 219,371 | 18,556 | 0.05% | — | 58 | +219,371 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 216,265 | 18,293 | 0.01% | 0.01% | 59 | -25,745 | -10.64% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Added to | 202,500 | 17,129 | 0.1% | 0.02% | 60 | +137,500 | 211.54% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 195,908 | 16,572 | 0.02% | 0.0% | 61 | +110,655 | 129.8% | Q1 2026 | Apr 16, 2026 |
| Alphadyne Asset Management LP | History | New | 188,600 | 15,953 | 0.28% | — | 62 | +188,600 | New | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 180,080 | 15,232 | 0.11% | — | 63 | +180,080 | New | Q1 2026 | May 13, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | New | 177,410 | 15,007 | 0.51% | — | 64 | +177,410 | New | Q1 2026 | May 13, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 176,453 | 14,941 | 1.16% | 1.24% | 65 | -269,579 | -60.44% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 170,958 | 14,461 | 0.0% | 0.0% | 66 | +8,777 | 5.41% | Q1 2026 | May 05, 2026 |
| Anther Capital Ltd | History | New | 170,488 | 14,421 | 0.38% | — | 67 | +170,488 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 167,640 | 14,180 | 0.04% | 0.01% | 68 | +113,705 | 210.82% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 158,871 | 13,439 | 0.01% | 0.0% | 69 | +35,220 | 28.48% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 158,403 | 13,399 | 0.02% | 0.01% | 70 | -156,636 | -49.72% | Q1 2026 | May 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 145,748 | 12,328 | 0.09% | 0.06% | 71 | -120,524 | -45.26% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 141,020 | 11,928 | 0.08% | 0.01% | 72 | +53,708 | 61.51% | Q1 2026 | May 15, 2026 |
| Andar Capital Management HK Ltd | History | New | 134,000 | 11,335 | 9.69% | — | 73 | +134,000 | New | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 128,300 | 10,852 | 0.01% | 0.0% | 74 | +11,500 | 9.85% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 127,971 | 10,825 | 0.0% | 0.0% | 75 | +122,088 | 2075.27% | Q1 2026 | May 15, 2026 |
| 1492 Capital Management LLC | History | Reduced | 125,136 | 10,585 | 4.03% | 2.88% | 76 | -90,851 | -42.06% | Q1 2026 | Apr 22, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 106,635 | 9,020 | 0.14% | 0.04% | 77 | +24,543 | 29.9% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 105,476 | 8,922 | 0.0% | 0.0% | 78 | +11,991 | 12.83% | Q1 2026 | May 13, 2026 |
| Ariose Capital Management Ltd | History | New | 104,000 | 8,797 | 5.91% | — | 79 | +104,000 | New | Q1 2026 | Apr 28, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | New | 100,000 | 8,459 | 0.28% | — | 80 | +100,000 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 99,708 | 8,434 | 0.0% | 0.0% | 81 | +89,440 | 871.06% | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 98,318 | 8,316 | 0.46% | 0.33% | 82 | -73,252 | -42.7% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Added to | 96,322 | 8,147 | 0.44% | 0.05% | 83 | +65,510 | 212.61% | Q1 2026 | May 05, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 95,015 | 8,037 | 0.09% | — | 84 | +95,015 | New | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 94,743 | 8,014 | 0.0% | 0.0% | 85 | -140,961 | -59.8% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 89,669 | 7,585 | 0.01% | 0.0% | 86 | +8,705 | 10.75% | Q1 2026 | Apr 27, 2026 |
| PEAK6 LLC | History | Reduced | 82,874 | 7,010 | 0.02% | 0.01% | 87 | -27,426 | -24.86% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 81,184 | 6,867 | 0.01% | 0.0% | 88 | +10,095 | 14.2% | Q1 2026 | May 12, 2026 |
| Zweig-DiMenna Associates LLC | History | Added to | 80,050 | 6,771 | 0.94% | 0.17% | 89 | +1,550 | 1.97% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Reduced | 78,640 | 6,652 | 0.03% | 0.02% | 90 | -22,091 | -21.93% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 74,699 | 6,318 | 0.01% | — | 91 | +74,699 | New | Q1 2026 | May 15, 2026 |
| THAMES CAPITAL MANAGEMENT LLC | History | New | 74,334 | 6,287 | 1.13% | — | 92 | +74,334 | New | Q1 2026 | May 12, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | New | 73,400 | 6,208 | 0.99% | — | 93 | +73,400 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 70,464 | 5,960 | 0.01% | 0.0% | 94 | +13,265 | 23.19% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 69,363 | 5,867 | 0.0% | 0.0% | 95 | +59,311 | 590.04% | Q1 2026 | May 13, 2026 |
| UNICOM Systems, Inc. | History | New | 68,591 | 5,802 | 0.59% | — | 96 | +68,591 | New | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 66,521 | 5,627 | 0.0% | 0.0% | 97 | +11,486 | 20.87% | Q1 2026 | May 06, 2026 |
| Shellback Capital, LP | History | New | 65,000 | 5,498 | 0.78% | — | 98 | +65,000 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 64,798 | 5,481 | 0.0% | 0.0% | 99 | -4,947 | -7.09% | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Reduced | 61,443 | 5,197 | 0.02% | 0.02% | 100 | -168,500 | -73.28% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 61,323 | 5,187 | 0.96% | 0.67% | 101 | -17,581 | -22.28% | Q1 2026 | May 11, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 59,562 | 5,038 | 1.93% | 0.38% | 102 | +31,758 | 114.22% | Q1 2026 | Apr 23, 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | History | Reduced | 59,301 | 5,016 | 4.84% | 3.15% | 103 | -77,699 | -56.71% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 58,075 | 4,912 | 0.44% | — | 104 | +58,075 | New | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | Added to | 56,882 | 4,812 | 0.2% | 0.07% | 105 | +4,470 | 8.53% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 56,393 | 4,770 | 0.06% | 0.0% | 106 | +47,618 | 542.66% | Q1 2026 | May 14, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 54,604 | 4,619 | 0.02% | — | 107 | +54,604 | New | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 52,539 | 4,536 | 0.01% | 0.01% | 108 | -92,188 | -63.7% | Q1 2026 | May 05, 2026 |
| Nicholas Investment Partners, LP | History | New | 52,988 | 4,482 | 0.32% | — | 109 | +52,988 | New | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 51,634 | 4,367 | 0.0% | 0.0% | 110 | +44,213 | 595.78% | Q1 2026 | May 15, 2026 |
| SCOGGIN MANAGEMENT LP | History | New | 50,000 | 4,229 | 0.41% | — | 111 | +50,000 | New | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 50,000 | 4,229 | 0.02% | — | 112 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | New | 48,762 | 4,124 | 0.01% | — | 113 | +48,762 | New | Q1 2026 | Apr 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 45,910 | 3,883 | 0.02% | 0.01% | 114 | -67,254 | -59.43% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 44,421 | 3,757 | 0.0% | 0.0% | 115 | -44,401 | -49.99% | Q1 2026 | May 11, 2026 |
| Oak Grove Capital LLC | History | New | 44,250 | 3,743 | 0.32% | — | 116 | +44,250 | New | Q1 2026 | May 13, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 44,039 | 3,725 | 3.07% | — | 117 | +44,039 | New | Q1 2026 | Apr 21, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 43,936 | 3,716 | 0.0% | — | 118 | +43,936 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 42,090 | 3,560 | 0.0% | 0.0% | 119 | +9,356 | 28.58% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 41,625 | 3,521 | 0.27% | 0.12% | 120 | -7,123 | -14.61% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | New | 40,088 | 3,391 | 0.08% | — | 121 | +40,088 | New | Q1 2026 | May 15, 2026 |
| Informed Momentum Co LLC | History | New | 39,165 | 3,312 | 0.38% | — | 122 | +39,165 | New | Q1 2026 | May 13, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 38,000 | 3,214 | 0.21% | 0.1% | 123 | -7,854 | -17.13% | Q1 2026 | Apr 30, 2026 |
| Oak Harvest Investment Services | History | New | 37,872 | 3,203 | 0.33% | — | 124 | +37,872 | New | Q1 2026 | Apr 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 37,020 | 3,131 | 0.01% | — | 125 | +37,020 | New | Q1 2026 | May 11, 2026 |
| Kultura Capital Management LP | History | New | 36,600 | 3,095 | 0.49% | — | 126 | +36,600 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 35,945 | 3,040 | 0.02% | 0.01% | 127 | +2,856 | 8.63% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 35,690 | 3,019 | 0.0% | 0.0% | 128 | -34,288 | -49.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 33,836 | 2,862 | 0.0% | 0.0% | 129 | +22,032 | 186.65% | Q1 2026 | May 12, 2026 |
| FORA Capital, LLC | History | New | 33,162 | 2,806 | 0.21% | — | 130 | +33,162 | New | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 32,810 | 2,775 | 0.02% | — | 131 | +32,810 | New | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 32,151 | 2,719 | 0.0% | 0.0% | 132 | +5,147 | 19.06% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 32,125 | 2,717 | 0.0% | 0.0% | 133 | +1,148 | 3.71% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 77,441 | 2,699 | 0.0% | 0.0% | 134 | +18,429 | 31.23% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 31,011 | 2,623 | 0.0% | 0.0% | 135 | +2,960 | 10.55% | Q1 2026 | May 15, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | New | 30,921 | 2,615 | 0.4% | — | 136 | +30,921 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,772 | 2,603 | 0.0% | 0.0% | 137 | +4,278 | 16.15% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 29,833 | 2,523 | 0.13% | 0.43% | 138 | -198,625 | -86.94% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 29,755 | 2,517 | 0.0% | 0.0% | 139 | +5,600 | 23.18% | Q1 2026 | May 18, 2026 |
| Geneva Partners, LLC | History | New | 29,515 | 2,496 | 1.2% | — | 140 | +29,515 | New | Q1 2026 | Apr 29, 2026 |
| Engineers Gate Manager LP | History | New | 28,891 | 2,443 | 0.03% | — | 141 | +28,891 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Added to | 27,626 | 2,336 | 0.42% | 0.17% | 142 | +370 | 1.36% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 27,180 | 2,299 | 0.0% | 0.0% | 143 | +6,913 | 34.11% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 27,144 | 2,296 | 0.0% | — | 144 | +27,144 | New | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 26,131 | 2,210 | 0.03% | — | 145 | +26,131 | New | Q1 2026 | May 15, 2026 |
| ACT CAPITAL MANAGEMENT, LLC | History | New | 25,900 | 2,190 | 1.72% | — | 146 | +25,900 | New | Q1 2026 | May 08, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 25,700 | 2,173 | 0.07% | — | 147 | +25,700 | New | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 24,437 | 2,067 | 0.01% | — | 148 | +24,437 | New | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 22,975 | 1,943 | 0.0% | — | 149 | +22,975 | New | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 22,219 | 1,879 | 0.0% | — | 150 | +22,219 | New | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 22,145 | 1,873 | 0.2% | 0.02% | 151 | +16,720 | 308.2% | Q1 2026 | Apr 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 22,082 | 1,867 | 0.19% | — | 152 | +22,082 | New | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | New | 20,800 | 1,759 | 0.04% | — | 153 | +20,800 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 20,291 | 1,716 | 0.01% | — | 154 | +20,291 | New | Q1 2026 | May 13, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 20,000 | 1,691 | 0.89% | 0.75% | 155 | -20,000 | -50.0% | Q1 2026 | May 04, 2026 |
| Anson Funds Management LP | History | New | 20,000 | 1,691 | 0.15% | — | 156 | +20,000 | New | Q1 2026 | May 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 20,000 | 1,691 | 0.28% | — | 157 | +20,000 | New | Q1 2026 | May 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 19,449 | 1,645 | 0.0% | 0.02% | 158 | -935,838 | -97.96% | Q1 2026 | May 12, 2026 |
| FirstWave Capital Management LLC | History | New | 19,454 | 1,645 | 1.75% | — | 159 | +19,454 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 19,325 | 1,634 | 0.0% | — | 160 | +19,325 | New | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 18,823 | 1,592 | 0.02% | — | 161 | +18,823 | New | Q1 2026 | Apr 20, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 18,700 | 1,581 | 1.36% | 0.63% | 162 | -3,210 | -14.65% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Reduced | 18,248 | 1,543 | 0.03% | 0.02% | 163 | -6,523 | -26.33% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Reduced | 18,128 | 1,533 | 0.07% | 0.05% | 164 | -15,672 | -46.37% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,072 | 1,528 | 0.04% | 0.02% | 165 | +243 | 1.36% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 18,043 | 1,526 | 0.0% | 0.0% | 166 | -12,296 | -40.53% | Q1 2026 | May 13, 2026 |
| Oliver Luxxe Assets LLC | History | New | 17,928 | 1,516 | 0.23% | — | 167 | +17,928 | New | Q1 2026 | Apr 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,909 | 1,514 | 0.01% | 0.0% | 168 | +1,836 | 11.42% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Added to | 17,817 | 1,507 | 0.01% | 0.0% | 169 | +1,298 | 7.86% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 17,742 | 1,500 | 0.0% | — | 170 | +17,742 | New | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 17,668 | 1,494 | 0.0% | 0.0% | 171 | -115,866 | -86.77% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,594 | 1,488 | 0.01% | 0.01% | 172 | -4,944 | -21.94% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,106 | 1,447 | 0.0% | 0.0% | 173 | -13,369 | -43.87% | Q1 2026 | Apr 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 16,396 | 1,386 | 0.0% | — | 174 | +16,396 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,199 | 1,370 | 0.0% | 0.0% | 175 | +1,241 | 8.3% | Q1 2026 | May 15, 2026 |
| MAVERICK CAPITAL LTD | History | New | 16,193 | 1,369 | 0.02% | — | 176 | +16,193 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,002 | 1,353 | 0.0% | 0.0% | 177 | +2,317 | 16.93% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 15,872 | 1,342 | 0.01% | 0.0% | 178 | +8,722 | 121.99% | Q1 2026 | May 08, 2026 |
| Creek Drive Management Group LLC | History | New | 15,700 | 1,328 | 0.3% | — | 179 | +15,700 | New | Q1 2026 | May 15, 2026 |
| T3 Companies, LLC | History | New | 15,550 | 1,315 | 1.71% | — | 180 | +15,550 | New | Q1 2026 | May 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 15,039 | 1,272 | 0.0% | 0.0% | 181 | +8,219 | 120.51% | Q1 2026 | May 08, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 14,913 | 1,261 | 0.01% | — | 182 | +14,913 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,900 | 1,260 | 0.0% | 0.0% | 183 | +400 | 2.76% | Q1 2026 | Apr 29, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 14,311 | 1,210 | 0.34% | 0.33% | 184 | -20,465 | -58.85% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 14,310 | 1,146 | 0.0% | 0.0% | 185 | +1,407 | 10.9% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | New | 13,513 | 1,143 | 0.04% | — | 186 | +13,513 | New | Q1 2026 | Apr 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 13,086 | 1,106 | 0.1% | 0.1% | 187 | -50,097 | -79.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,049 | 1,103 | 0.0% | 0.0% | 188 | -790 | -5.71% | Q1 2026 | May 04, 2026 |
| Artemis Wealth Advisors, LLC | History | New | 13,000 | 1,099 | 0.17% | — | 189 | +13,000 | New | Q1 2026 | May 14, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 12,918 | 1,092 | 0.0% | — | 190 | +12,918 | New | Q1 2026 | May 11, 2026 |
| ALPS ADVISORS INC | History | New | 12,672 | 1,071 | 0.01% | — | 191 | +12,672 | New | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Reduced | 12,484 | 1,056 | 0.03% | 0.03% | 192 | -7,472 | -37.44% | Q1 2026 | Apr 29, 2026 |
| ALLSTATE CORP | History | New | 12,211 | 1,032 | 0.01% | — | 193 | +12,211 | New | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,835 | 1,001 | 0.0% | 0.0% | 194 | +10,226 | 635.55% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | New | 11,672 | 987 | 0.27% | — | 195 | +11,672 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,272 | 953 | 0.0% | 0.0% | 196 | +2,196 | 24.2% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Added to | 10,571 | 894 | 0.11% | 0.02% | 197 | +5,973 | 129.9% | Q1 2026 | May 13, 2026 |
| Aperture Investors, LLC | History | New | 10,393 | 879 | 0.11% | — | 198 | +10,393 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,307 | 871 | 0.0% | 0.0% | 199 | +2,380 | 30.02% | Q1 2026 | Apr 22, 2026 |
| Bannerstone Capital Management, LLC | History | New | 10,103 | 854 | 0.79% | — | 201 | +10,103 | New | Q1 2026 | May 11, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 10,102 | 854 | 0.12% | — | 200 | +10,102 | New | Q1 2026 | Apr 27, 2026 |
| JAT Capital Mgmt LP | History | Reduced | 10,014 | 847 | 1.43% | 2.68% | 202 | -61,486 | -85.99% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 9,973 | 843 | 0.02% | — | 203 | +9,973 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 9,733 | 819 | 0.0% | — | 204 | +9,733 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,584 | 810 | 0.0% | 0.0% | 205 | -1,457 | -13.2% | Q1 2026 | Apr 24, 2026 |
| SummitTX Capital, L.P. | History | Added to | 9,408 | 795 | 0.02% | 0.01% | 206 | +2,115 | 29.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 9,291 | 785 | 0.01% | — | 207 | +9,291 | New | Q1 2026 | Apr 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 9,228 | 780 | 0.0% | — | 208 | +9,228 | New | Q1 2026 | May 12, 2026 |
| Legato Capital Management LLC | History | New | 9,144 | 773 | 0.07% | — | 209 | +9,144 | New | Q1 2026 | May 14, 2026 |
| Dupree Financial Group, LLC | History | New | 8,179 | 691 | 0.28% | — | 210 | +8,179 | New | Q1 2026 | Apr 23, 2026 |
| Nokomis Capital, L.L.C. | History | New | 8,100 | 685 | 0.2% | — | 211 | +8,100 | New | Q1 2026 | May 15, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | New | 8,000 | 676 | 0.1% | — | 212 | +8,000 | New | Q1 2026 | May 15, 2026 |
| Q Fund Management (Hong Kong) Ltd | History | New | 8,000 | 676 | 1.62% | — | 213 | +8,000 | New | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 7,910 | 669 | 0.0% | — | 214 | +7,910 | New | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,867 | 665 | 0.02% | 0.0% | 215 | +2,020 | 34.55% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 7,738 | 654 | 0.24% | — | 216 | +7,738 | New | Q1 2026 | May 15, 2026 |
| Sphera Management Technology Funds Ltd | History | New | 7,590 | 642 | 0.36% | — | 217 | +7,590 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | New | 7,497 | 634 | 0.01% | — | 218 | +7,497 | New | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 7,031 | 594 | 0.01% | 0.04% | 219 | -43,182 | -86.0% | Q1 2026 | Apr 30, 2026 |
| Polymer Capital Management (US) LLC | History | New | 6,871 | 581 | 0.06% | — | 220 | +6,871 | New | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 6,699 | 570 | 0.0% | 0.0% | 221 | +1,264 | 23.26% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | No change | 6,750 | 570 | 0.03% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quadrature Capital Ltd | History | Reduced | 6,677 | 564 | 0.01% | 0.01% | 223 | -34,994 | -83.98% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 6,623 | 560 | 0.0% | — | 224 | +6,623 | New | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,519 | 551 | 0.02% | — | 225 | +6,519 | New | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 6,424 | 543 | 0.01% | — | 226 | +6,424 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | New | 6,391 | 540 | 0.01% | — | 227 | +6,391 | New | Q1 2026 | Apr 16, 2026 |
| Caprock Group, LLC | History | Added to | 6,245 | 528 | 0.01% | 0.0% | 228 | +6 | 0.1% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | New | 6,172 | 522 | 0.02% | — | 229 | +6,172 | New | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | New | 6,084 | 514 | 0.0% | — | 230 | +6,084 | New | Q1 2026 | May 13, 2026 |
| XPONANCE LLC | History | New | 6,065 | 513 | 0.0% | — | 231 | +6,065 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 6,007 | 508 | 0.0% | — | 232 | +6,007 | New | Q1 2026 | May 14, 2026 |
| Eddie Patel Inc | History | New | 5,793 | 490 | 0.38% | — | 233 | +5,793 | New | Q1 2026 | May 11, 2026 |
| SIH Partners, LLLP | History | New | 5,692 | 481 | 0.01% | — | 234 | +5,692 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 5,678 | 480 | 0.01% | — | 235 | +5,678 | New | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 5,619 | 475 | 0.01% | 0.0% | 236 | +3,692 | 191.59% | Q1 2026 | Apr 27, 2026 |
| STRS OHIO | History | New | 5,600 | 473 | 0.0% | — | 237 | +5,600 | New | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,360 | 462 | 0.02% | 0.02% | 238 | -5,695 | -51.52% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | New | 5,410 | 457 | 0.0% | — | 240 | +5,410 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,410 | 457 | 0.01% | 0.01% | 239 | +508 | 10.36% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 5,382 | 455 | 0.0% | 0.0% | 241 | -1,799 | -25.05% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | New | 5,226 | 442 | 0.0% | — | 242 | +5,226 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 5,263 | 441 | 0.0% | — | 243 | +5,263 | New | Q1 2026 | Apr 30, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 5,200 | 439 | 0.12% | — | 244 | +5,200 | New | Q1 2026 | May 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | New | 5,159 | 436 | 0.11% | — | 245 | +5,159 | New | Q1 2026 | Apr 09, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 5,144 | 435 | 0.0% | — | 246 | +5,144 | New | Q1 2026 | May 06, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 5,054 | 427 | 0.02% | — | 247 | +5,054 | New | Q1 2026 | May 11, 2026 |
| Venture Visionary Partners LLC | History | New | 4,815 | 407 | 0.01% | — | 248 | +4,815 | New | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | New | 4,663 | 394 | 0.0% | — | 249 | +4,663 | New | Q1 2026 | May 05, 2026 |
| Ionic Capital Management LLC | History | New | 4,500 | 380 | 0.03% | — | 251 | +4,500 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,503 | 380 | 0.01% | 0.01% | 250 | -966 | -17.66% | Q1 2026 | Apr 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,485 | 379 | 0.04% | — | 252 | +4,485 | New | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 4,468 | 377 | 0.01% | — | 253 | +4,468 | New | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,292 | 363 | 0.0% | 0.0% | 254 | -1,886 | -30.53% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 4,101 | 346 | 0.0% | — | 255 | +4,101 | New | Q1 2026 | May 14, 2026 |
| Havemeyer Place LP | History | Reduced | 4,010 | 339 | 0.04% | 0.16% | 256 | -19,536 | -82.97% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Reduced | 3,896 | 329 | 0.02% | 0.01% | 257 | -3,569 | -47.81% | Q1 2026 | May 14, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 3,064 | 329 | 0.01% | — | 258 | +3,064 | New | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 3,838 | 325 | 0.02% | 0.08% | 259 | -22,899 | -85.65% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,830 | 323 | 0.0% | — | 260 | +3,830 | New | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 3,827 | 323 | 0.07% | — | 261 | +3,827 | New | Q1 2026 | Apr 28, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,800 | 321 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 3,763 | 318 | 0.0% | — | 263 | +3,763 | New | Q1 2026 | May 14, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 3,659 | 309 | 0.21% | — | 264 | +3,659 | New | Q1 2026 | Apr 16, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | New | 3,604 | 304 | 0.1% | — | 266 | +3,604 | New | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | New | 3,595 | 304 | 0.0% | — | 265 | +3,595 | New | Q1 2026 | May 15, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 3,530 | 298 | 0.03% | 0.03% | 267 | -7,009 | -66.51% | Q1 2026 | May 07, 2026 |
| Purpose Unlimited Inc. | History | New | 3,500 | 296 | 0.01% | — | 268 | +3,500 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | New | 3,384 | 286 | 0.0% | — | 269 | +3,384 | New | Q1 2026 | May 05, 2026 |
| BankChampaign, National Association | History | New | 3,362 | 284 | 0.28% | — | 270 | +3,362 | New | Q1 2026 | May 21, 2026 |
| DnB Asset Management AS | History | New | 3,315 | 280 | 0.0% | — | 271 | +3,315 | New | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | New | 1,785 | 280 | 0.01% | — | 272 | +1,785 | New | Q1 2026 | Apr 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 3,293 | 278 | 0.0% | — | 273 | +3,293 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,660 | 276 | 0.0% | — | 274 | +2,660 | New | Q1 2026 | Apr 08, 2026 |
| CIBC Asset Management Inc | History | New | 3,247 | 274 | 0.0% | — | 275 | +3,247 | New | Q1 2026 | May 12, 2026 |
| Patten Group, Inc. | History | New | 3,240 | 274 | 0.05% | — | 276 | +3,240 | New | Q1 2026 | Apr 24, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 3,208 | 271 | 0.08% | — | 277 | +3,208 | New | Q1 2026 | Apr 02, 2026 |
| Monolith Management Ltd | History | New | 3,100 | 262 | 0.08% | — | 278 | +3,100 | New | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | New | 3,093 | 261 | 0.0% | — | 279 | +3,093 | New | Q1 2026 | Apr 24, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 3,080 | 260 | 0.0% | — | 280 | +3,080 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,730 | 258 | 0.01% | — | 281 | +1,730 | New | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | New | 2,877 | 243 | 0.0% | — | 282 | +2,877 | New | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,870 | 242 | 0.01% | — | 283 | +2,870 | New | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,746 | 232 | 0.0% | — | 284 | +2,746 | New | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | Reduced | 2,700 | 228 | 0.02% | 0.09% | 285 | -22,300 | -89.2% | Q1 2026 | May 15, 2026 |
| Virtus Wealth Solutions LLC | History | New | 2,700 | 228 | 0.04% | — | 286 | +2,700 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,649 | 224 | 0.0% | 0.0% | 287 | +2,450 | 1231.16% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | New | 2,580 | 218 | 0.0% | — | 288 | +2,580 | New | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | New | 2,562 | 216 | 0.05% | — | 290 | +2,562 | New | Q1 2026 | May 15, 2026 |
| GFG Capital, LLC | History | New | 2,555 | 216 | 0.07% | — | 289 | +2,555 | New | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,500 | 215 | 0.0% | — | 291 | +2,500 | New | Q1 2026 | May 12, 2026 |
| Penserra Capital Management LLC | History | New | 2,535 | 214 | 0.0% | — | 292 | +2,535 | New | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | New | 2,535 | 214 | 0.0% | — | 293 | +2,535 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 6,123 | 213 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 2,460 | 208 | 0.01% | — | 295 | +2,460 | New | Q1 2026 | May 07, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,417 | 204 | 0.06% | — | 296 | +2,417 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,316 | 195 | 0.0% | 0.0% | 297 | +1,656 | 250.91% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 2,174 | 183 | 0.0% | 0.0% | 298 | -3 | -0.14% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,123 | 179 | 0.0% | 0.0% | 299 | -2,762 | -56.54% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,937 | 172 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sava Infond d.o.o. | History | New | 2,000 | 169 | 0.02% | — | 301 | +2,000 | New | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | New | 1,943 | 164 | 0.0% | — | 302 | +1,943 | New | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,883 | 159 | 0.01% | 0.0% | 303 | +202 | 12.02% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,386 | 136 | 0.0% | 0.0% | 304 | +1,169 | 538.71% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | New | 1,579 | 133 | 0.01% | — | 305 | +1,579 | New | Q1 2026 | Apr 14, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Reduced | 1,557 | 131 | 0.03% | 0.03% | 306 | -2,716 | -63.56% | Q1 2026 | May 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | New | 1,550 | 131 | 0.04% | — | 307 | +1,550 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 1,211 | 102 | 0.0% | 0.0% | 308 | -8,670 | -87.74% | Q1 2026 | May 15, 2026 |
| RiverPark Advisors, LLC | History | New | 1,172 | 99 | 0.04% | — | 309 | +1,172 | New | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,088 | 92 | 0.0% | 0.0% | 310 | +355 | 48.43% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 1,000 | 84 | 0.01% | — | 311 | +1,000 | New | Q1 2026 | Apr 27, 2026 |
| NFSG Corp | History | New | 1,000 | 84 | 0.01% | — | 312 | +1,000 | New | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 964 | 81 | 0.0% | 0.0% | 313 | -26 | -2.63% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 860 | 72 | 0.0% | 0.01% | 314 | -9,573 | -91.76% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 793 | 67 | 0.0% | 0.0% | 315 | -226 | -22.18% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 702 | 59 | 0.01% | 0.0% | 316 | +251 | 55.65% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 656 | 56 | 0.0% | 0.0% | 317 | +20 | 3.14% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 1,386 | 48 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 530 | 44 | 0.0% | — | 319 | +530 | New | Q1 2026 | Apr 15, 2026 |
| Kemnay Advisory Services Inc. | History | New | 516 | 43 | 0.01% | — | 321 | +516 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 515 | 43 | 0.0% | 0.0% | 320 | +369 | 252.74% | Q1 2026 | Apr 07, 2026 |
| Skaana Management L.P. | History | Reduced | 500 | 42 | 0.01% | 0.27% | 322 | -23,200 | -97.89% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 450 | 38 | 0.0% | 0.0% | 323 | -50 | -10.0% | Q1 2026 | Apr 23, 2026 |
| Elequin Capital, LP | History | New | 413 | 34 | 0.0% | — | 324 | +413 | New | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Reduced | 394 | 33 | 0.0% | 0.0% | 325 | -202 | -33.89% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | Reduced | 400 | 33 | 0.0% | 0.0% | 326 | -100 | -20.0% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 370 | 31 | 0.02% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 353 | 29 | 0.0% | 0.0% | 329 | -416 | -54.1% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 349 | 29 | 0.0% | 0.0% | 328 | -51 | -12.75% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 335 | 28 | 0.01% | — | 330 | +335 | New | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | New | 305 | 25 | 0.0% | — | 331 | +305 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 240 | 20 | 0.0% | 0.0% | 333 | +183 | 321.05% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 242 | 20 | 0.0% | 0.0% | 332 | +116 | 92.06% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | New | 234 | 19 | 0.0% | — | 334 | +234 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 111 | 17 | 0.0% | — | 335 | +109 | 5450.0% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | New | 200 | 16 | 0.0% | — | 336 | +200 | New | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 178 | 15 | 0.01% | — | 337 | +178 | New | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | Reduced | 175 | 14 | 0.0% | 0.0% | 338 | -100 | -36.36% | Q1 2026 | May 04, 2026 |
| Legacy Bridge, LLC | History | New | 150 | 12 | 0.0% | — | 339 | +150 | New | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 150 | 12 | 0.0% | — | 341 | +150 | New | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 142 | 12 | 0.0% | — | 340 | +142 | New | Q1 2026 | May 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 141 | 11 | 0.0% | — | 343 | +141 | New | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 133 | 11 | 0.0% | 0.0% | 342 | +11 | 9.02% | Q1 2026 | Apr 06, 2026 |
| Advocate Investing Services LLC | History | New | 125 | 10 | 0.01% | — | 345 | +125 | New | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 120 | 10 | 0.0% | 0.0% | 344 | +12 | 11.11% | Q1 2026 | May 07, 2026 |
| Westfuller Advisors, LLC | History | New | 111 | 9 | 0.0% | — | 346 | +111 | New | Q1 2026 | Apr 28, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 100 | 8 | 0.0% | 0.07% | 347 | -253,860 | -99.96% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 105 | 8 | 0.0% | 0.0% | 348 | +70 | 200.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 80 | 6 | 0.0% | — | 351 | +80 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 75 | 6 | 0.0% | 0.0% | 350 | +13 | 20.97% | Q1 2026 | May 15, 2026 |
| Sapience Investments, LLC | History | New | 61 | 5 | 0.65% | — | 353 | +61 | New | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 64 | 5 | 0.0% | 0.0% | 352 | -35 | -35.35% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 52 | 4 | 0.0% | — | 357 | +52 | New | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | New | 48 | 4 | 0.0% | — | 358 | +48 | New | Q1 2026 | Apr 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 59 | 4 | 0.0% | 0.0% | 355 | +11 | 22.92% | Q1 2026 | Apr 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 51 | 4 | 0.0% | 0.0% | 356 | +11 | 27.5% | Q1 2026 | May 14, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 50 | 4 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | New | 40 | 3 | 0.0% | — | 361 | +40 | New | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 38 | 3 | 0.0% | — | 359 | +19 | 100.0% | Q1 2026 | Apr 24, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 44 | 3 | 0.0% | 0.0% | 360 | +5 | 12.82% | Q1 2026 | May 07, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 35 | 2 | 0.0% | — | 366 | +35 | New | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 35 | 2 | 0.0% | — | 368 | +35 | New | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 25 | 2 | 0.0% | — | 365 | +25 | New | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | New | 25 | 2 | 0.0% | — | 367 | +25 | New | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 20 | 2 | 0.0% | — | 362 | +17 | 566.67% | Q1 2026 | Apr 16, 2026 |
| Avion Wealth | History | Reduced | 30 | 2 | 0.0% | 0.0% | 364 | -1 | -3.23% | Q1 2026 | May 01, 2026 |
| Princeton Global Asset Management LLC | History | No change | 25 | 2 | 0.0% | — | 363 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 19 | 1 | 0.0% | — | 373 | +19 | New | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 12 | 1 | 0.0% | — | 371 | +12 | New | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 12 | 1 | 0.0% | — | 372 | +12 | New | Q1 2026 | Apr 10, 2026 |
| True Wealth Design, LLC | History | No change | 18 | 1 | 0.0% | — | 369 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WealthCollab, LLC | History | No change | 13 | 1 | 0.0% | — | 370 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 2.74% | — | -1,700,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Roubaix Capital, LLC | History | Closed out | 0 | 0 | — | 1.61% | — | -108,275 | -100.0% | Q1 2026 | May 06, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -94,120 | -100.0% | Q1 2026 | May 11, 2026 |
| Atika Capital Management LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -87,657 | -100.0% | Q1 2026 | May 14, 2026 |
| E20 Capital Ltd | History | Closed out | 0 | 0 | — | 0.85% | — | -67,223 | -100.0% | Q1 2026 | May 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -55,271 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -46,021 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.06% | — | -30,743 | -100.0% | Q1 2026 | May 15, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Closed out | 0 | 0 | — | 0.1% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.06% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,833 | -100.0% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,484 | -100.0% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,576 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,855 | -100.0% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -9,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,127 | -100.0% | Q1 2026 | May 13, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -6,797 | -100.0% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,390 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -5,938 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,370 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,897 | -100.0% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,589 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 07, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q1 2026 | May 04, 2026 |
| Quarry LP | History | Reduced | 7 | 0 | — | 0.0% | — | -67 | -90.54% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 12, 2026 |
| Friedenthal Financial | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 21, 2026 |
| Stone House Investment Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 21, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Kilter Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |