Enact Holdings, Inc. - ACT
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 | 4,664,889 | 190,374 | 0.0% | 0.0% | 1 | +27,016 | 0.58% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,138,535 | 124,411 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,002,894 | 122,547 | 0.03% | 0.02% | 3 | +116,348 | 4.03% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,395,032 | 56,931 | 0.04% | 0.04% | 4 | +16,202 | 1.18% | Q1 2026 | May 13, 2026 |
| Glendon Capital Management LP | History | No change | 1,298,718 | 53,000 | 6.58% | 3.06% | 5 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Added to | 1,206,061 | 49,219 | 0.0% | 0.0% | 6 | +70,320 | 6.19% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,025,564 | 41,853 | 0.09% | 0.09% | 7 | -1,100 | -0.11% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 992,987 | 40,523 | 0.02% | 0.02% | 8 | -67,527 | -6.37% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 876,604 | 35,774 | 0.02% | 0.02% | 9 | +57,747 | 7.05% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 874,323 | 35,686 | 0.0% | 0.0% | 10 | +7,076 | 0.82% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 560,771 | 22,885 | 0.02% | 0.02% | 11 | +143,661 | 34.44% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 514,538 | 20,998 | 0.0% | 0.0% | 12 | +200,661 | 63.93% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 504,499 | 20,588 | 0.02% | 0.02% | 13 | +136,644 | 37.15% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 465,684 | 19,004 | 0.0% | 0.0% | 14 | +156,309 | 50.52% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 402,069 | 16,408 | 0.0% | 0.0% | 15 | -16,123 | -3.86% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 401,042 | 16,366 | 0.0% | 0.0% | 16 | -58,694 | -12.77% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 392,099 | 16,001 | 0.0% | 0.0% | 17 | +10,405 | 2.73% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 364,123 | 14,433 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 341,897 | 13,952 | 0.0% | 0.0% | 19 | +171,483 | 100.63% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 341,891 | 13,952 | 0.04% | 0.04% | 20 | -12,410 | -3.5% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 334,548 | 13,652 | 0.02% | 0.02% | 21 | +13,859 | 4.32% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 303,037 | 12,366 | 0.0% | 0.0% | 22 | +6,495 | 2.19% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | New | 263,901 | 10,769 | 0.03% | — | 23 | +263,901 | New | Q1 2026 | May 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 262,299 | 10,704 | 0.11% | 0.11% | 24 | +1,019 | 0.39% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 251,030 | 10,239 | 0.0% | 0.0% | 25 | +9,104 | 3.76% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 229,725 | 9,375 | 0.0% | 0.0% | 26 | +15,407 | 7.19% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 223,477 | 9,120 | 0.0% | 0.0% | 27 | -24,448 | -9.86% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 217,575 | 9,025 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 214,523 | 8,754 | 0.01% | 0.0% | 29 | +181,020 | 540.31% | Q1 2026 | May 15, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Added to | 111,022 | 8,593 | 0.33% | 0.08% | 30 | +61,104 | 122.41% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | New | 210,379 | 8,585 | 0.03% | — | 31 | +210,379 | New | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 205,379 | 8,381 | 0.28% | 0.2% | 32 | +30,421 | 17.39% | Q1 2026 | May 18, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 204,166 | 8,332 | 0.02% | 0.03% | 33 | -96,853 | -32.18% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 202,920 | 8,281 | 0.0% | 0.0% | 34 | -11,689 | -5.45% | Q1 2026 | May 04, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 182,288 | 7,439 | 0.83% | 0.8% | 35 | -343 | -0.19% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 156,654 | 6,393 | 0.01% | 0.01% | 36 | -46,899 | -23.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 151,427 | 6,179 | 0.0% | 0.0% | 37 | +36,221 | 31.44% | Q1 2026 | May 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 149,928 | 6,118 | 0.02% | 0.02% | 38 | +10,521 | 7.55% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 145,644 | 5,943 | 0.0% | 0.0% | 39 | +118,042 | 427.66% | Q1 2026 | May 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 138,462 | 5,650 | 0.01% | 0.01% | 40 | +1,190 | 0.87% | Q1 2026 | Apr 21, 2026 |
| ALPS ADVISORS INC | History | Reduced | 132,168 | 5,393 | 0.03% | 0.03% | 41 | -6,422 | -4.63% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 127,400 | 5,050 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 120,681 | 4,924 | 0.02% | 0.02% | 43 | -39,928 | -24.86% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 118,067 | 4,818 | 0.01% | 0.01% | 44 | +1,941 | 1.67% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 117,907 | 4,811 | 0.0% | 0.0% | 45 | -19,731 | -14.34% | Q1 2026 | May 15, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 115,819 | 4,726 | 0.85% | 0.86% | 46 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Amundi | History | New | 103,552 | 4,225 | 0.0% | — | 47 | +103,552 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 98,774 | 4,030 | 0.0% | 0.0% | 48 | -5,998 | -5.72% | Q1 2026 | May 06, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 94,247 | 3,735 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 91,119 | 3,718 | 0.0% | 0.0% | 50 | -13,843 | -13.19% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 90,642 | 3,699 | 0.03% | 0.03% | 51 | +219 | 0.24% | Q1 2026 | Apr 14, 2026 |
| Vest Financial, LLC | History | Added to | 90,553 | 3,695 | 0.04% | 0.04% | 52 | +7,944 | 9.62% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 85,890 | 3,505 | 0.0% | 0.0% | 53 | +33,619 | 64.32% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 85,421 | 3,486 | 0.02% | 0.02% | 54 | -2,541 | -2.89% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 85,287 | 3,480 | 0.09% | 0.08% | 55 | +7,600 | 9.78% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 80,094 | 3,268 | 0.0% | 0.0% | 56 | -1,118 | -1.38% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 78,955 | 3,222 | 0.0% | 0.0% | 57 | +59,758 | 311.29% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 78,258 | 3,193 | 0.04% | 0.04% | 58 | +7,992 | 11.37% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 72,246 | 2,948 | 0.0% | 0.0% | 59 | -5,620 | -7.22% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 66,321 | 2,706 | 0.0% | 0.0% | 60 | -7,527 | -10.19% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 64,823 | 2,645 | 0.01% | 0.02% | 61 | -83,471 | -56.29% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 64,718 | 2,641 | 0.0% | 0.0% | 62 | -6,797 | -9.5% | Q1 2026 | May 08, 2026 |
| WINTON GROUP Ltd | History | New | 64,111 | 2,616 | 0.09% | — | 63 | +64,111 | New | Q1 2026 | May 12, 2026 |
| Advisors Preferred, LLC | History | New | 63,696 | 2,599 | 0.38% | — | 64 | +63,696 | New | Q1 2026 | May 05, 2026 |
| Swiss Life Asset Management Ltd | History | New | 16,830 | 2,580 | 0.01% | — | 65 | +16,830 | New | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 61,718 | 2,518 | 0.09% | 0.07% | 66 | +12,174 | 24.57% | Q1 2026 | Apr 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 59,414 | 2,424 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 60,936 | 2,415 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 58,470 | 2,386 | 0.03% | 0.02% | 69 | +20,415 | 53.65% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 57,800 | 2,358 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 56,400 | 2,301 | 0.05% | 0.07% | 71 | -23,900 | -29.76% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | Reduced | 54,898 | 2,240 | 0.04% | 0.09% | 72 | -64,660 | -54.08% | Q1 2026 | May 18, 2026 |
| PDS Planning, Inc | History | Added to | 52,041 | 2,123 | 0.14% | 0.09% | 73 | +18,566 | 55.46% | Q1 2026 | Apr 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 49,615 | 1,966 | 0.0% | 0.0% | 74 | +6,300 | 14.54% | Q1 2026 | May 15, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 45,330 | 1,849 | 0.38% | 0.23% | 75 | +15,562 | 52.28% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 44,250 | 1,805 | 0.0% | — | 76 | +44,250 | New | Q1 2026 | May 04, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 43,059 | 1,757 | 0.01% | 0.0% | 77 | +43,027 | 134459.38% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 40,935 | 1,670 | 0.0% | 0.0% | 78 | +29,814 | 268.09% | Q1 2026 | May 18, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 38,400 | 1,567 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 35,314 | 1,441 | 0.0% | 0.0% | 80 | -104,779 | -74.79% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 33,404 | 1,363 | 0.0% | 0.0% | 81 | +13,115 | 64.64% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 33,033 | 1,348 | 0.0% | 0.0% | 82 | -2,779 | -7.76% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 30,901 | 1,260 | 0.02% | 0.02% | 83 | +76 | 0.25% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,683 | 1,252 | 0.01% | 0.01% | 84 | +5,903 | 23.82% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 29,814 | 1,216 | 0.04% | 0.05% | 85 | -10,857 | -26.69% | Q1 2026 | Apr 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 28,619 | 1,168 | 0.0% | 0.0% | 86 | +7,077 | 32.85% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,339 | 1,156 | 0.0% | 0.0% | 87 | -237 | -0.83% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 28,161 | 1,149 | 0.0% | 0.0% | 88 | -12,806 | -31.26% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 27,633 | 1,127 | 0.01% | — | 89 | +27,633 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 27,877 | 1,105 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 26,122 | 1,066 | 0.29% | 0.3% | 91 | -2,233 | -7.88% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 24,182 | 986 | 0.01% | 0.01% | 92 | +1,317 | 5.76% | Q1 2026 | May 14, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 21,427 | 941 | 0.16% | 0.15% | 93 | +769 | 3.72% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 22,491 | 918 | 0.0% | 0.0% | 94 | +3,343 | 17.46% | Q1 2026 | Apr 16, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 21,506 | 877 | 0.04% | 0.04% | 95 | -860 | -3.85% | Q1 2026 | May 11, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 20,547 | 838 | 0.46% | 0.44% | 96 | +1,677 | 8.89% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 20,428 | 833 | 0.0% | 0.0% | 97 | -10,750 | -34.48% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 19,693 | 803 | 0.0% | 0.0% | 98 | -5,598 | -22.13% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,344 | 789 | 0.0% | 0.0% | 99 | +5,653 | 41.29% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,276 | 787 | 0.0% | 0.0% | 100 | -15,517 | -44.6% | Q1 2026 | May 01, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 18,823 | 768 | 0.01% | 0.01% | 101 | +128 | 0.68% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,873 | 729 | 0.0% | 0.0% | 102 | -18,190 | -50.44% | Q1 2026 | May 11, 2026 |
| DGS Capital Management, LLC | History | Added to | 17,742 | 724 | 0.12% | 0.1% | 103 | +2,662 | 17.65% | Q1 2026 | Apr 28, 2026 |
| STRS OHIO | History | No change | 17,700 | 722 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,300 | 665 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 16,291 | 664 | 0.0% | 0.0% | 106 | +5,557 | 51.77% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,925 | 649 | 0.0% | 0.0% | 108 | +9,404 | 144.21% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,917 | 649 | 0.0% | 0.0% | 109 | +218 | 1.39% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 15,912 | 649 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,824 | 645 | 0.0% | 0.0% | 110 | -7,011 | -30.7% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,361 | 626 | 0.0% | 0.0% | 111 | +2,154 | 16.31% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 15,187 | 619 | 0.01% | 0.01% | 112 | -514 | -3.27% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 14,976 | 611 | 0.0% | 0.0% | 113 | -5,095 | -25.38% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 14,711 | 600 | 0.0% | 0.0% | 114 | -133 | -0.9% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 14,364 | 586 | 0.01% | 0.01% | 115 | -416 | -2.81% | Q1 2026 | Apr 20, 2026 |
| Quartz Partners, LLC | History | Added to | 13,796 | 563 | 0.22% | 0.2% | 116 | +8 | 0.06% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 13,298 | 542 | 0.0% | 0.0% | 117 | +4,204 | 46.23% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,039 | 532 | 0.0% | 0.0% | 118 | +396 | 3.13% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 13,026 | 531 | 0.0% | 0.0% | 119 | +225 | 1.76% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,800 | 522 | 0.01% | 0.01% | 120 | -400 | -3.03% | Q1 2026 | Apr 20, 2026 |
| AXQ CAPITAL, LP | History | Added to | 12,750 | 520 | 0.07% | 0.07% | 121 | +5,262 | 70.27% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 12,483 | 509 | 0.0% | 0.0% | 122 | -3,794 | -23.31% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,255 | 500 | 0.0% | 0.0% | 123 | -2,026 | -14.19% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,125 | 494 | 0.0% | 0.0% | 124 | +5,890 | 94.47% | Q1 2026 | Apr 30, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 11,907 | 485 | 0.0% | 0.0% | 125 | +5,300 | 80.22% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 11,200 | 457 | 0.0% | 0.0% | 126 | -28,309 | -71.65% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 10,437 | 426 | 0.13% | — | 127 | +10,437 | New | Q1 2026 | May 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,142 | 414 | 0.0% | 0.0% | 128 | -1,030 | -9.22% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Reduced | 10,003 | 408 | 0.01% | 0.01% | 129 | -1,349 | -11.88% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 10,124 | 401 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,801 | 399 | 0.01% | 0.01% | 131 | +50 | 0.51% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 9,746 | 397 | 0.12% | 0.06% | 132 | +1,233 | 14.48% | Q1 2026 | May 14, 2026 |
| JMN Financial LLC | History | Added to | 9,096 | 371 | 0.36% | 0.29% | 133 | +1,769 | 24.14% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 9,046 | 369 | 0.0% | 0.0% | 134 | -35,480 | -79.68% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,867 | 361 | 0.0% | — | 135 | +8,867 | New | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 8,813 | 359 | 0.03% | — | 136 | +8,813 | New | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,580 | 350 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,293 | 338 | 0.0% | 0.0% | 138 | -79 | -0.94% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,212 | 335 | 0.01% | 0.01% | 139 | +560 | 7.32% | Q1 2026 | May 18, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 8,089 | 330 | 0.0% | — | 140 | +8,089 | New | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 8,041 | 328 | 0.01% | — | 141 | +8,041 | New | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,007 | 326 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 7,919 | 323 | 0.0% | 0.0% | 144 | -993 | -11.14% | Q1 2026 | May 11, 2026 |
| Arizona State Retirement System | History | Reduced | 7,933 | 323 | 0.0% | 0.0% | 143 | -247 | -3.02% | Q1 2026 | May 01, 2026 |
| Squarepoint Ops LLC | History | Added to | 7,681 | 313 | 0.0% | 0.0% | 145 | +1,808 | 30.78% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,676 | 313 | 0.0% | 0.0% | 146 | -83 | -1.07% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 7,623 | 311 | 0.01% | 0.0% | 147 | +1,072 | 16.36% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,520 | 310 | 0.0% | 0.0% | 148 | -274 | -3.52% | Q1 2026 | Apr 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,354 | 300 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 7,345 | 299 | 0.01% | 0.01% | 150 | +124 | 1.72% | Q1 2026 | May 07, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 7,322 | 298 | 0.05% | 0.06% | 151 | -60 | -0.81% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 7,269 | 296 | 0.0% | 0.0% | 152 | +28 | 0.39% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,142 | 291 | 0.0% | 0.0% | 153 | -8 | -0.11% | Q1 2026 | May 01, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,985 | 285 | 0.0% | 0.01% | 154 | -18,811 | -72.92% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,771 | 276 | 0.0% | 0.0% | 155 | -324 | -4.57% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 6,732 | 274 | 0.0% | 0.0% | 156 | -1,814 | -21.23% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,642 | 271 | 0.0% | 0.0% | 157 | -5,418 | -44.93% | Q1 2026 | May 08, 2026 |
| Cambria Investment Management, L.P. | History | New | 6,631 | 270 | 0.02% | — | 158 | +6,631 | New | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,600 | 269 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,225 | 254 | 0.0% | 0.0% | 160 | +6,112 | 5408.85% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 6,174 | 251 | 0.0% | — | 161 | +6,174 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 6,214 | 246 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Asset Management Inc | History | No change | 5,909 | 241 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 5,798 | 236 | 0.0% | 0.0% | 164 | +1,455 | 33.5% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,664 | 231 | 0.0% | 0.01% | 165 | -7,763 | -57.82% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,400 | 220 | 0.0% | — | 166 | +5,400 | New | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,372 | 219 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 5,309 | 216 | 0.0% | 0.0% | 168 | +998 | 23.15% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | New | 5,283 | 215 | 0.0% | — | 169 | +5,283 | New | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | New | 5,248 | 214 | 0.06% | — | 170 | +5,248 | New | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,222 | 213 | 0.0% | 0.0% | 171 | -282 | -5.12% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,407 | 179 | 0.0% | 0.0% | 172 | -21,161 | -82.76% | Q1 2026 | Jun 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,290 | 134 | 0.0% | 0.0% | 173 | +77 | 2.4% | Q1 2026 | Jun 02, 2026 |
| IFP Advisors, Inc | History | Added to | 2,651 | 108 | 0.0% | 0.0% | 174 | +2,554 | 2632.99% | Q1 2026 | Apr 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,419 | 98 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,084 | 85 | 0.0% | 0.0% | 176 | +840 | 67.52% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,036 | 83 | 0.0% | 0.0% | 177 | +248 | 13.87% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,993 | 81 | 0.0% | — | 178 | +1,993 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,899 | 77 | 0.0% | 0.0% | 179 | +441 | 30.25% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,831 | 74 | 0.0% | 0.0% | 180 | +59 | 3.33% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 1,740 | 71 | 0.01% | 0.02% | 182 | -1,858 | -51.64% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,761 | 71 | 0.0% | 0.0% | 181 | +24 | 1.38% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,663 | 67 | 0.0% | 0.0% | 183 | +981 | 143.84% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | Reduced | 1,539 | 63 | 0.04% | 0.04% | 184 | -595 | -27.88% | Q1 2026 | May 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 1,321 | 54 | 0.0% | — | 185 | +1,321 | New | Q1 2026 | Apr 28, 2026 |
| WealthCollab, LLC | History | No change | 1,143 | 46 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 950 | 38 | 0.0% | 0.0% | 187 | +24 | 2.59% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 815 | 33 | 0.01% | 0.01% | 188 | -1 | -0.12% | Q1 2026 | May 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 714 | 28 | 0.0% | 0.0% | 189 | +360 | 101.69% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 646 | 27 | 0.0% | 0.0% | 190 | -836 | -56.41% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 613 | 25 | 0.0% | 0.0% | 191 | +155 | 33.84% | Q1 2026 | May 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 576 | 23 | 0.0% | — | 193 | +576 | New | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 587 | 23 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 447 | 18 | 0.0% | 0.0% | 194 | +334 | 295.58% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | No change | 435 | 17 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 403 | 16 | 0.0% | 0.0% | 196 | +95 | 30.84% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 397 | 16 | 0.0% | 0.0% | 197 | -28 | -6.59% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 348 | 14 | 0.0% | 0.0% | 198 | +14 | 4.19% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 297 | 12 | 0.0% | 0.0% | 200 | +38 | 14.67% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Added to | 301 | 12 | 0.0% | 0.0% | 199 | +8 | 2.73% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 250 | 10 | 0.0% | 0.0% | 201 | -212 | -45.89% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 245 | 9 | 0.0% | 0.0% | 202 | +1 | 0.41% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 195 | 8 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 179 | 7 | 0.0% | — | 204 | +157 | 713.64% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 137 | 5 | 0.0% | 0.0% | 205 | -154 | -52.92% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 150 | 5 | 0.0% | — | 208 | +150 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 131 | 5 | 0.0% | — | 207 | +131 | New | Q1 2026 | Apr 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 142 | 5 | 0.0% | 0.0% | 206 | +30 | 26.79% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 111 | 4 | 0.0% | — | 212 | +111 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 122 | 4 | 0.0% | 0.0% | 209 | +6 | 5.17% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 79 | 3 | 0.0% | 0.0% | 213 | +10 | 14.49% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | New | 64 | 2 | 0.0% | — | 221 | +64 | New | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 62 | 2 | 0.0% | — | 222 | +62 | New | Q1 2026 | Apr 13, 2026 |
| Valued Wealth Advisors LLC | History | New | 60 | 2 | 0.0% | — | 223 | +60 | New | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 72 | 2 | 0.0% | 0.0% | 218 | +33 | 84.62% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 64 | 2 | 0.0% | 0.0% | 214 | -6 | -8.57% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 65 | 2 | 0.0% | 0.0% | 215 | -6 | -8.45% | Q1 2026 | Apr 20, 2026 |
| Avion Wealth | History | No change | 60 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 41 | 1 | 0.0% | — | 229 | +41 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 34 | 1 | 0.0% | — | 231 | +34 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 26 | 1 | 0.0% | — | 230 | +26 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 42 | 1 | 0.0% | — | 228 | +25 | 147.06% | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 25 | 1 | 0.0% | — | 232 | +25 | New | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 28 | 1 | 0.0% | — | 224 | +13 | 86.67% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 33 | 1 | 0.0% | — | 226 | +8 | 32.0% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -50,178 | -100.0% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -25,970 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,659 | -100.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,633 | -100.0% | Q1 2026 | May 22, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -22,490 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -12,497 | -100.0% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,490 | -100.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,391 | -100.0% | Q1 2026 | May 15, 2026 |
| Factorial Partners, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -8,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,516 | -100.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -7,280 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 1.48% | — | -5,877 | -100.0% | Q1 2026 | Apr 07, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,492 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,270 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -5,230 | -100.0% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,193 | -100.0% | Q1 2026 | May 05, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -958 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 06, 2026 |
| North Star Investment Management Corp. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 20, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -12 | -40.0% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 12 | 0 | — | — | — | -2 | -14.29% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DecisionPoint Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |