AMERICAN BATTERY TECHNOLOGY Co - ABAT
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.
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 | Added to | 10,165,446 | 28,361 | 0.0% | 0.0% | 1 | +1,260,193 | 14.15% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 9,946,487 | 27,750 | 0.0% | 0.0% | 2 | +2,416,927 | 32.1% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 7,548,168 | 25,210 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,549,918 | 15,484 | 0.0% | — | 4 | +5,549,918 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,427,340 | 12,352 | 0.01% | 0.0% | 5 | +1,246,705 | 39.2% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,032,761 | 8,463 | 0.0% | 0.0% | 6 | +203,346 | 7.19% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,798,581 | 5,018 | 0.0% | 0.0% | 7 | +471,362 | 35.52% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,753,256 | 4,891 | 0.0% | 0.0% | 8 | +1,350,506 | 335.32% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,721,802 | 4,803 | 0.0% | 0.0% | 9 | -597,819 | -25.77% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,241,377 | 3,463 | 0.0% | 0.0% | 10 | +91,653 | 7.97% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,160,779 | 3,238 | 0.0% | — | 11 | +1,160,779 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 957,366 | 2,671 | 0.0% | 0.0% | 12 | +858,423 | 867.59% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 858,354 | 2,394 | 0.0% | — | 13 | +858,354 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 802,670 | 2,239 | 0.0% | 0.0% | 14 | -213,131 | -20.98% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 644,381 | 1,794 | 0.0% | 0.0% | 15 | +501,919 | 352.32% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 508,919 | 1,419 | 0.0% | 0.0% | 16 | +31,823 | 6.67% | Q1 2026 | Apr 30, 2026 |
| ALPS ADVISORS INC | History | Added to | 430,587 | 1,201 | 0.01% | 0.01% | 17 | +119,186 | 38.27% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 413,112 | 1,152 | 0.0% | 0.0% | 18 | +178,393 | 76.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 357,806 | 998 | 0.0% | 0.0% | 19 | -4,495 | -1.24% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 286,100 | 955 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 330,300 | 921 | 0.0% | 0.0% | 21 | -1,633,868 | -83.18% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 304,276 | 848 | 0.0% | 0.0% | 22 | +20 | 0.01% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 277,145 | 773 | 0.0% | — | 23 | +277,145 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 257,200 | 717 | 0.0% | 0.0% | 24 | +24,400 | 10.48% | Q1 2026 | May 07, 2026 |
| IMC-Chicago, LLC | History | Added to | 211,800 | 590 | 0.0% | 0.0% | 25 | +56,700 | 36.56% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 207,641 | 579 | 0.0% | 0.01% | 26 | -1,952,378 | -90.39% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 174,131 | 485 | 0.0% | — | 27 | +174,131 | New | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 166,740 | 465 | 0.0% | 0.0% | 28 | +16,440 | 10.94% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 166,606 | 464 | 0.0% | 0.0% | 29 | +39,467 | 31.04% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 128,593 | 358 | 0.0% | — | 30 | +128,593 | New | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Added to | 125,570 | 350 | 0.01% | 0.0% | 31 | +120,910 | 2594.64% | Q1 2026 | May 13, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 355 | 335 | 0.15% | — | 32 | +355 | New | Q1 2026 | May 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 115,895 | 323 | 0.0% | 0.0% | 33 | -107 | -0.09% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 114,623 | 319 | 0.0% | 0.0% | 34 | -35,006 | -23.4% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 112,899 | 314 | 0.0% | 0.0% | 35 | +17,499 | 18.34% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 102,113 | 285 | 0.0% | 0.0% | 36 | +26,228 | 34.56% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 101,921 | 284 | 0.05% | — | 37 | +101,921 | New | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 93,425 | 260 | 0.0% | — | 38 | +93,425 | New | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 90,548 | 252 | 0.0% | 0.0% | 39 | +10,401 | 12.98% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 87,346 | 243 | 0.0% | 0.0% | 40 | +9,571 | 12.31% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 68,900 | 230 | 0.0% | 0.0% | 41 | -60,800 | -46.88% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 79,030 | 220 | 0.0% | — | 42 | +79,030 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 78,185 | 218 | 0.0% | — | 43 | +78,185 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 76,859 | 214 | 0.0% | 0.0% | 44 | -12,267 | -13.76% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 82,556 | 207 | 0.0% | 0.0% | 45 | +12,880 | 18.49% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 73,964 | 206 | 0.0% | 0.0% | 46 | -34,781 | -31.98% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 73,021 | 203 | 0.0% | 0.0% | 47 | +1,262 | 1.76% | Q1 2026 | May 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 69,100 | 192 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 66,118 | 184 | 0.0% | 0.0% | 49 | +4,518 | 7.33% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 65,600 | 183 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,892 | 170 | 0.0% | 0.0% | 51 | +1,554 | 2.62% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 59,676 | 166 | 0.0% | 0.0% | 52 | -43,528 | -42.18% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 58,820 | 164 | 0.0% | 0.0% | 53 | +45,808 | 352.04% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 57,163 | 159 | 0.0% | 0.0% | 54 | -4,647 | -7.52% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 52,888 | 147 | 0.01% | 0.01% | 55 | +2,000 | 3.93% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 50,435 | 140 | 0.0% | 0.0% | 56 | -79,757 | -61.26% | Q1 2026 | May 11, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 50,000 | 139 | 0.06% | 0.07% | 57 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 46,591 | 129 | 0.0% | 0.0% | 58 | -626 | -1.33% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 37,744 | 105 | 0.0% | — | 59 | +37,744 | New | Q1 2026 | May 05, 2026 |
| Arizona State Retirement System | History | Added to | 35,699 | 99 | 0.0% | 0.0% | 61 | +2,531 | 7.63% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 35,509 | 99 | 0.0% | 0.0% | 60 | +67 | 0.19% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 34,552 | 96 | 0.0% | 0.0% | 62 | +10,535 | 43.86% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 33,982 | 94 | 0.0% | 0.0% | 63 | -153 | -0.45% | Q1 2026 | May 15, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 33,701 | 94 | 0.29% | 0.34% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 33,501 | 93 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 32,455 | 90 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 31,647 | 88 | 0.01% | — | 67 | +31,647 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 31,200 | 87 | 0.0% | 0.0% | 68 | +6,100 | 24.3% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 30,957 | 86 | 0.0% | — | 69 | +30,957 | New | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 30,713 | 85 | 0.0% | 0.0% | 70 | +231 | 0.76% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | New | 30,159 | 84 | 0.0% | — | 71 | +30,159 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 29,926 | 83 | 0.0% | 0.0% | 72 | -34,032 | -53.21% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 30,000 | 83 | 0.03% | 0.04% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 29,392 | 82 | 0.0% | 0.0% | 74 | +10,976 | 59.6% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 28,467 | 79 | 0.0% | 0.0% | 75 | -2,301 | -7.48% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 28,100 | 78 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 27,517 | 77 | 0.0% | 0.0% | 77 | +5,227 | 23.45% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 26,385 | 73 | 0.0% | 0.0% | 78 | +7,121 | 36.97% | Q1 2026 | May 12, 2026 |
| DRW Securities, LLC | History | New | 24,022 | 67 | 0.0% | — | 79 | +24,022 | New | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 23,889 | 66 | 0.0% | 0.0% | 80 | -165,268 | -87.37% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | New | 22,187 | 61 | 0.0% | — | 82 | +22,187 | New | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 21,920 | 61 | 0.0% | 0.0% | 81 | +18,500 | 540.94% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 21,731 | 60 | 0.01% | — | 83 | +21,731 | New | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 21,309 | 59 | 0.0% | 0.0% | 84 | +1,208 | 6.01% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 20,223 | 56 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Genesis Financial Group, LLC | History | No change | 20,000 | 55 | 0.03% | 0.04% | 86 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 19,000 | 53 | 0.01% | 0.02% | 87 | -2,000 | -9.52% | Q1 2026 | May 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 18,860 | 52 | 0.0% | — | 88 | +18,860 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 18,447 | 51 | 0.0% | 0.0% | 89 | -20,081 | -52.12% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 18,058 | 50 | 0.0% | 0.0% | 90 | -2,618 | -12.66% | Q1 2026 | Apr 24, 2026 |
| Wealthfront Advisers LLC | History | New | 17,337 | 48 | 0.0% | — | 92 | +17,337 | New | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,304 | 48 | 0.0% | 0.0% | 91 | +21 | 0.12% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 16,910 | 47 | 0.0% | — | 93 | +16,910 | New | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 16,400 | 45 | 0.0% | 0.0% | 94 | -52,003 | -76.02% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 15,629 | 43 | 0.0% | 0.0% | 95 | -33,868 | -68.42% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 15,500 | 43 | 0.0% | — | 96 | +15,500 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,402 | 42 | 0.0% | 0.0% | 97 | -332 | -2.11% | Q1 2026 | Apr 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 14,555 | 40 | 0.0% | 0.0% | 98 | +98 | 0.68% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Reduced | 13,747 | 38 | 0.0% | 0.0% | 99 | -18,992 | -58.01% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,823 | 36 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Scientech Research LLC | History | New | 12,762 | 35 | 0.03% | — | 105 | +12,762 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,879 | 35 | 0.0% | 0.0% | 101 | +377 | 3.02% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,591 | 35 | 0.0% | 0.0% | 102 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Revere Asset Management, Inc | History | No change | 12,649 | 35 | 0.02% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 10,754 | 35 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,344 | 34 | 0.0% | 0.0% | 106 | +100 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 12,344 | 34 | 0.0% | 0.01% | 107 | +100 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,438 | 34 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 11,611 | 32 | 0.0% | — | 109 | +11,611 | New | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | New | 11,605 | 32 | 0.0% | — | 110 | +11,605 | New | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 11,145 | 31 | 0.0% | 0.0% | 111 | -551 | -4.71% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | New | 10,875 | 30 | 0.0% | — | 112 | +10,875 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,423 | 29 | 0.0% | 0.0% | 114 | -1,432 | -12.08% | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | No change | 10,447 | 29 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Centiva Capital, LP | History | New | 10,253 | 28 | 0.0% | — | 117 | +10,253 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,133 | 28 | 0.0% | 0.0% | 115 | +6,344 | 167.43% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,193 | 28 | 0.0% | 0.0% | 116 | +2,709 | 36.2% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Reduced | 10,000 | 27 | 0.01% | 0.01% | 118 | -2,650 | -20.95% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,921 | 26 | 0.0% | 0.0% | 119 | +5,455 | 122.15% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 5,519 | 15 | 0.0% | 0.0% | 120 | -12,348 | -69.11% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,440 | 12 | 0.0% | 0.0% | 121 | +3,875 | 685.84% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,000 | 11 | 0.0% | — | 122 | +3,913 | 4497.7% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,580 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 3,400 | 9 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 3,071 | 8 | 0.0% | — | 125 | +3,071 | New | Q1 2026 | May 14, 2026 |
| Global X Japan Co., Ltd. | History | New | 3,016 | 8 | 0.0% | — | 126 | +3,016 | New | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 2,526 | 7 | 0.0% | 0.0% | 127 | +6 | 0.24% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,416 | 6 | 0.0% | 0.0% | 128 | +1,601 | 196.44% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,346 | 6 | 0.0% | 0.0% | 129 | -849 | -26.57% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | New | 1,684 | 4 | 0.0% | — | 132 | +1,684 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,499 | 4 | 0.0% | 0.0% | 130 | +677 | 82.36% | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,500 | 4 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 1,178 | 3 | 0.0% | 0.0% | 137 | -2,230 | -65.43% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,103 | 3 | 0.0% | 0.0% | 135 | -81 | -6.84% | Q1 2026 | Apr 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,157 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,400 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,250 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,264 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,250 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,020 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 875 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | No change | 1,000 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 478 | 1 | 0.0% | — | 152 | +478 | New | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 415 | 1 | 0.0% | — | 145 | +274 | 194.33% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 463 | 1 | 0.0% | — | 146 | +241 | 108.56% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 411 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 400 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 567 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 656 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 388 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 397 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,360 | -100.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,147 | -100.0% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -45,337 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,680 | -100.0% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,601 | -100.0% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,333 | -100.0% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,644 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,177 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -28,021 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,992 | -100.0% | Q1 2026 | May 15, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,138 | -100.0% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,787 | -100.0% | Q1 2026 | May 04, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,457 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,500 | -100.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,554 | -100.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,074 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CANNELL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -948 | -100.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 88 | 0 | — | 0.0% | — | -373 | -80.91% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -218 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 120 | 0 | — | 0.0% | — | -187 | -60.91% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 74 | 0 | — | — | — | -121 | -62.05% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 104 | 0 | — | — | — | +104 | New | Q1 2026 | May 19, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 98 | 0 | — | — | — | +98 | New | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 208 | 0 | — | — | — | -26 | -11.11% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Leo H. Evart, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HM PAYSON & CO | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Morse Asset Management, Inc | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | No change | 285 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 116 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Benson Wealth Management INC | History | No change | 136 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |