ADT Inc. - ADT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 133,333,333 | 875,999 | 0.69% | 0.85% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 102,000,366 | 670,142 | 8.81% | 6.74% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 63,791,901 | 514,800 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 62,757,465 | 412,316 | 0.01% | 0.0% | 4 | +37,179,951 | 145.36% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 45,767,952 | 300,695 | 0.02% | — | 5 | +45,767,952 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 39,887,288 | 262,053 | 0.05% | 0.06% | 6 | +3,529,422 | 9.71% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 33,546,946 | 220,403 | 0.1% | 0.19% | 7 | -11,391,857 | -25.35% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 29,784,400 | 195,684 | 0.42% | 0.49% | 8 | +1,946,663 | 6.99% | Q1 2026 | May 11, 2026 |
| NORGES BANK | History | No change | 23,915,277 | 192,996 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 22,316,573 | 146,619 | 0.0% | — | 10 | +22,316,573 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 16,424,985 | 132,549 | 0.04% | 0.04% | 11 | -682,709 | -3.99% | Q1 2026 | May 15, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 19,475,052 | 127,951 | 1.43% | 1.88% | 12 | -2,083,248 | -9.66% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 18,963,469 | 125,634 | 0.0% | 0.0% | 13 | +7,221,915 | 61.51% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 12,599,318 | 82,777 | 0.1% | 0.06% | 14 | +6,778,796 | 116.46% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 11,102,070 | 72,956 | 0.0% | 0.01% | 15 | +195,729 | 1.79% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 7,045,676 | 46,290 | 0.31% | 0.34% | 16 | -8,485 | -0.12% | Q1 2026 | Apr 21, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 6,861,759 | 45,081 | 0.24% | 0.04% | 17 | +6,240,723 | 1004.89% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 6,849,043 | 44,998 | 0.05% | 0.12% | 18 | -7,307,221 | -51.62% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 6,570,319 | 43,166 | 0.01% | 0.0% | 19 | +4,471,204 | 213.0% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 6,025,499 | 39,587 | 0.03% | 0.05% | 20 | +1,418,038 | 30.78% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5,858,607 | 38,491 | 0.0% | 0.0% | 21 | -2,636,591 | -31.04% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,993,754 | 32,808 | 0.0% | 0.0% | 22 | +110,330 | 2.26% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,867,511 | 31,979 | 0.01% | 0.01% | 23 | +1,286,322 | 35.92% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 4,238,228 | 27,845 | 0.0% | 0.0% | 24 | +383,104 | 9.94% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 2,968,700 | 23,957 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,637,287 | 23,896 | 0.04% | 0.02% | 26 | +2,387,826 | 191.11% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,577,219 | 23,502 | 0.0% | 0.0% | 27 | +719,695 | 25.19% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 3,486,813 | 22,908 | 0.07% | 0.03% | 28 | +2,310,795 | 196.49% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 3,387,488 | 22,272 | 0.01% | 0.01% | 29 | +840,819 | 33.02% | Q1 2026 | May 18, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,382,802 | 22,225 | 0.01% | 0.01% | 30 | +529,795 | 18.57% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 3,142,404 | 20,645 | 0.01% | — | 31 | +3,142,404 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,125,814 | 20,536 | 0.0% | 0.0% | 32 | -1,212,442 | -27.95% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 3,005,260 | 19,744 | 0.01% | 0.01% | 33 | +90,384 | 3.1% | Q1 2026 | Apr 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 2,750,977 | 18,073 | 0.01% | 0.07% | 34 | -11,037,891 | -80.05% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 2,547,868 | 16,739 | 0.0% | 0.0% | 35 | +1,103,593 | 76.41% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,462,039 | 16,175 | 0.01% | 0.0% | 36 | +2,447,932 | 17352.61% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,406,986 | 15,814 | 0.0% | 0.0% | 37 | +892,117 | 58.89% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,268,359 | 14,903 | 0.01% | 0.01% | 38 | +591,665 | 35.29% | Q1 2026 | May 15, 2026 |
| Arnhold LLC | History | Added to | 2,223,057 | 14,605 | 1.07% | 0.96% | 39 | +651,536 | 41.46% | Q1 2026 | May 11, 2026 |
| Greenhouse Funds LLLP | History | Reduced | 2,203,300 | 14,475 | 0.65% | 2.08% | 40 | -4,937,898 | -69.15% | Q1 2026 | May 15, 2026 |
| Bracebridge Capital, LLC | History | No change | 2,126,000 | 13,967 | 0.37% | 0.55% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 2,108,228 | 13,851 | 0.02% | 0.04% | 42 | -2,922,105 | -58.09% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 2,106,048 | 13,836 | 0.06% | 0.09% | 43 | -1,643,443 | -43.83% | Q1 2026 | May 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 2,069,795 | 13,598 | 0.25% | 0.05% | 44 | +1,708,999 | 473.67% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,057,637 | 13,518 | 0.03% | 0.02% | 45 | +339,125 | 19.73% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,980,896 | 13,014 | 0.01% | 0.01% | 46 | +159,787 | 8.77% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,759,755 | 11,561 | 0.01% | 0.01% | 47 | +354,061 | 25.19% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,759,240 | 11,558 | 0.01% | 0.04% | 48 | -6,207,465 | -77.92% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 1,711,580 | 11,245 | 0.07% | 0.17% | 49 | +467,750 | 37.61% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,714,818 | 11,239 | 0.0% | 0.0% | 50 | +105,512 | 6.56% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,640,688 | 10,779 | 0.0% | 0.0% | 51 | -218,348 | -11.75% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 1,614,471 | 10,607 | 0.02% | 0.02% | 52 | +133,220 | 8.99% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,586,182 | 10,421 | 0.0% | 0.0% | 53 | +85,457 | 5.69% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,580,837 | 10,386 | 0.01% | 0.02% | 54 | -2,483,289 | -61.1% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 1,553,759 | 10,208 | 0.05% | 0.05% | 55 | -250,070 | -13.86% | Q1 2026 | May 15, 2026 |
| Burkehill Global Management, LP | History | No change | 1,500,000 | 9,855 | 0.49% | 0.8% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,414,061 | 9,290 | 0.01% | 0.01% | 57 | -346,947 | -19.7% | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 1,378,610 | 9,057 | 0.51% | 0.5% | 58 | +326,983 | 31.09% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,351,406 | 8,878 | 0.01% | 0.04% | 59 | -1,585,800 | -53.99% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 1,302,609 | 8,558 | 0.0% | 0.0% | 60 | +731,809 | 128.21% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,246,308 | 8,188 | 0.01% | 0.0% | 61 | +1,027,980 | 470.84% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,222,165 | 7,907 | 0.0% | 0.0% | 62 | -500,877 | -29.07% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,194,438 | 7,847 | 0.01% | 0.02% | 63 | -456,902 | -27.67% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Added to | 1,188,101 | 7,805 | 0.0% | 0.0% | 64 | +686,240 | 136.74% | Q1 2026 | May 08, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 1,181,437 | 7,762 | 0.01% | 0.01% | 65 | +138,085 | 13.23% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,179,179 | 7,747 | 0.0% | 0.0% | 66 | -361,204 | -23.45% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,170,480 | 7,690 | 0.01% | 0.01% | 67 | -42,711 | -3.52% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 1,184,459 | 7,681 | 0.01% | 0.01% | 68 | -55,792 | -4.5% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 1,153,131 | 7,576 | 0.01% | 0.0% | 69 | +734,120 | 175.2% | Q1 2026 | May 12, 2026 |
| Partners Group Holding AG | History | No change | 1,114,353 | 7,321 | 0.54% | 0.61% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 1,092,675 | 7,238 | 0.02% | 0.02% | 71 | +15,950 | 1.48% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,093,033 | 7,159 | 0.35% | 0.4% | 72 | +66,134 | 6.44% | Q1 2026 | Apr 27, 2026 |
| Swiss National Bank | History | Reduced | 1,059,821 | 6,963 | 0.0% | 0.01% | 73 | -12,000 | -1.12% | Q1 2026 | May 07, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 1,052,600 | 6,915 | 0.25% | 0.31% | 74 | -36,400 | -3.34% | Q1 2026 | Apr 21, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,042,954 | 6,852 | 0.01% | 0.0% | 75 | +915,471 | 718.11% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,031,500 | 6,775 | 0.01% | 0.01% | 76 | -440,114 | -29.91% | Q1 2026 | May 08, 2026 |
| WINTON GROUP Ltd | History | New | 978,781 | 6,430 | 0.23% | — | 77 | +978,781 | New | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 766,045 | 6,181 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 923,301 | 6,066 | 0.02% | 0.05% | 79 | -713,634 | -43.6% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 901,690 | 5,945 | 0.0% | 0.0% | 80 | +235,074 | 35.26% | Q1 2026 | Apr 30, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 887,604 | 5,831 | 0.01% | 0.02% | 81 | -440,151 | -33.15% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 864,011 | 5,676 | 0.01% | 0.03% | 82 | -650,757 | -42.96% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 844,938 | 5,551 | 0.07% | 0.06% | 83 | +249,250 | 41.84% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 786,317 | 5,165 | 0.01% | 0.01% | 84 | -345,858 | -30.55% | Q1 2026 | May 13, 2026 |
| Phocas Financial Corp. | History | Reduced | 778,244 | 5,113 | 0.8% | 0.85% | 85 | -34,887 | -4.29% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 753,854 | 4,952 | 0.0% | 0.0% | 86 | +623,508 | 478.35% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 710,698 | 4,669 | 0.01% | 0.02% | 87 | -592,272 | -45.46% | Q1 2026 | May 15, 2026 |
| Monashee Investment Management LLC | History | Added to | 700,000 | 4,599 | 2.5% | 1.82% | 88 | +300,000 | 75.0% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 647,067 | 4,251 | 0.06% | 0.06% | 89 | +118,646 | 22.45% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 632,104 | 4,153 | 0.0% | 0.0% | 90 | -22,443 | -3.43% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 616,018 | 4,047 | 0.0% | 0.0% | 91 | +102,846 | 20.04% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 601,885 | 3,954 | 0.02% | 0.03% | 92 | -17,869 | -2.88% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 577,170 | 3,792 | 0.0% | 0.0% | 93 | +147,684 | 34.39% | Q1 2026 | May 12, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 569,170 | 3,739 | 0.09% | 0.11% | 94 | -38,010 | -6.26% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 569,020 | 3,738 | 0.06% | 0.07% | 95 | +43,810 | 8.34% | Q1 2026 | May 14, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 543,928 | 3,573 | 0.22% | 0.32% | 96 | -12,167 | -2.19% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 599,130 | 3,543 | 0.01% | 0.01% | 97 | -136,445 | -18.55% | Q1 2026 | Apr 08, 2026 |
| Man Group plc | History | Added to | 532,330 | 3,497 | 0.01% | 0.0% | 98 | +305,216 | 134.39% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Added to | 523,989 | 3,442 | 0.0% | 0.0% | 99 | +149,361 | 39.87% | Q1 2026 | May 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 503,356 | 3,307 | 0.19% | 0.23% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 499,914 | 3,289 | 0.01% | 0.0% | 101 | +359,608 | 256.3% | Q1 2026 | May 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 500,000 | 3,285 | 0.22% | 0.31% | 102 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CenterBook Partners LP | History | Added to | 498,223 | 3,273 | 0.18% | 0.09% | 103 | +266,772 | 115.26% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 491,212 | 3,227 | 0.0% | 0.0% | 104 | +22,228 | 4.74% | Q1 2026 | May 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 490,409 | 3,221 | 0.0% | 0.0% | 105 | +217,016 | 79.38% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 476,846 | 3,132 | 0.0% | — | 106 | +476,846 | New | Q1 2026 | May 08, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 468,830 | 3,080 | 0.01% | 0.01% | 107 | +29,019 | 6.6% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 466,371 | 3,064 | 0.0% | 0.0% | 108 | -698,020 | -59.95% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 461,671 | 3,033 | 0.0% | 0.0% | 109 | +308,310 | 201.04% | Q1 2026 | Apr 16, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 452,383 | 2,972 | 0.05% | 0.04% | 110 | +90,377 | 24.97% | Q1 2026 | May 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 412,607 | 2,710 | 0.0% | 0.01% | 111 | -551,037 | -57.18% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 410,834 | 2,699 | 0.05% | 0.06% | 112 | +104,579 | 34.15% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 407,330 | 2,678 | 0.0% | 0.0% | 113 | +43,974 | 12.1% | Q1 2026 | May 15, 2026 |
| SEB Asset Management AB | History | New | 388,687 | 2,553 | 0.01% | — | 114 | +388,687 | New | Q1 2026 | May 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 388,110 | 2,549 | 0.0% | — | 115 | +388,110 | New | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 384,300 | 2,525 | 0.0% | 0.04% | 116 | -2,616,794 | -87.19% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 383,940 | 2,522 | 0.16% | 0.28% | 117 | -130,207 | -25.32% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 383,682 | 2,520 | 0.0% | 0.0% | 118 | +25,145 | 7.01% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 379,864 | 2,495 | 0.0% | 0.0% | 119 | +111,318 | 41.45% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 378,352 | 2,485 | 0.0% | — | 120 | +378,352 | New | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 350,882 | 2,305 | 0.0% | 0.01% | 121 | -181,551 | -34.1% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Added to | 341,991 | 2,246 | 0.02% | 0.0% | 122 | +300,138 | 717.12% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 338,989 | 2,226 | 0.02% | 0.01% | 123 | +250,805 | 284.41% | Q1 2026 | Apr 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 330,582 | 2,171 | 0.12% | 0.17% | 124 | -17,940 | -5.15% | Q1 2026 | Apr 16, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 285,035 | 1,872 | 0.01% | 0.01% | 125 | +14,413 | 5.33% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | New | 278,815 | 1,831 | 0.02% | — | 126 | +278,815 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 262,804 | 1,726 | 0.03% | 0.03% | 127 | +130,783 | 99.06% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 236,556 | 1,579 | 0.0% | 0.0% | 128 | -75,950 | -24.3% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | New | 236,060 | 1,550 | 0.01% | — | 129 | +236,060 | New | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 231,469 | 1,520 | 0.01% | — | 130 | +231,469 | New | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 231,123 | 1,518 | 0.0% | 0.0% | 131 | +183,985 | 390.31% | Q1 2026 | Apr 27, 2026 |
| NorthCoast Asset Management LLC | History | New | 230,775 | 1,516 | 0.04% | — | 132 | +230,775 | New | Q1 2026 | May 13, 2026 |
| Louisiana State Employees Retirement System | History | New | 225,300 | 1,480 | 0.03% | — | 133 | +225,300 | New | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 224,000 | 1,471 | 0.01% | — | 134 | +224,000 | New | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 222,819 | 1,463 | 0.01% | 0.01% | 136 | -48,002 | -17.72% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Reduced | 222,730 | 1,463 | 0.02% | 0.02% | 135 | -22,330 | -9.11% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 217,163 | 1,426 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 216,007 | 1,419 | 0.01% | 0.01% | 138 | -77,272 | -26.35% | Q1 2026 | May 11, 2026 |
| Havemeyer Place LP | History | New | 214,951 | 1,412 | 0.16% | — | 139 | +214,951 | New | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 211,385 | 1,388 | 0.02% | 0.01% | 140 | +110,951 | 110.47% | Q1 2026 | May 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 204,366 | 1,342 | 0.01% | 0.01% | 141 | +127,234 | 164.96% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Added to | 202,650 | 1,331 | 0.06% | 0.06% | 142 | +36,510 | 21.98% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 200,000 | 1,314 | 0.06% | 0.07% | 143 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 194,426 | 1,277 | 0.07% | 0.14% | 144 | -158,033 | -44.84% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 190,896 | 1,263 | 0.0% | 0.01% | 145 | +3,700 | 1.98% | Q1 2026 | Apr 29, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | Added to | 190,437 | 1,251 | 0.02% | 0.03% | 146 | +5,785 | 3.13% | Q1 2026 | Apr 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 178,571 | 1,173 | 0.0% | 0.0% | 147 | -29,990 | -14.38% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 176,834 | 1,161 | 0.0% | 0.01% | 148 | -103,490 | -36.92% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 175,013 | 1,149 | 0.01% | 0.01% | 149 | -445 | -0.25% | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 139,150 | 1,122 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMALGAMATED BANK | History | Added to | 168,702 | 1,108 | 0.01% | 0.0% | 151 | +130,834 | 345.5% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Added to | 164,048 | 1,086 | 0.03% | 0.02% | 152 | +77,669 | 89.92% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 164,864 | 1,083 | 0.0% | 0.0% | 153 | -133,478 | -44.74% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 164,113 | 1,078 | 0.0% | 0.0% | 154 | -43,268 | -20.86% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 163,047 | 1,071 | 0.04% | — | 155 | +163,047 | New | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 159,705 | 1,049 | 0.0% | 0.0% | 156 | +11,804 | 7.98% | Q1 2026 | May 12, 2026 |
| Redwood Investment Management, LLC | History | New | 158,608 | 1,042 | 0.13% | — | 157 | +158,608 | New | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | New | 155,652 | 1,022 | 0.0% | — | 158 | +155,652 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 155,252 | 1,020 | 0.0% | 0.0% | 159 | +48,824 | 45.88% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 155,222 | 1,019 | 0.0% | — | 160 | +155,222 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 154,497 | 1,015 | 0.0% | 0.0% | 161 | +83,398 | 117.3% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 152,806 | 1,003 | 0.0% | 0.0% | 162 | +85,895 | 128.37% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 148,578 | 976 | 0.0% | 0.0% | 163 | -16,067 | -9.76% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 148,083 | 972 | 0.0% | 0.0% | 164 | -6,058 | -3.93% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 147,763 | 970 | 0.0% | 0.0% | 165 | +38,502 | 35.24% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 147,275 | 967 | 0.01% | 0.01% | 166 | -4,436 | -2.92% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 146,500 | 962 | 0.01% | 0.01% | 167 | +17,000 | 13.13% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 118,811 | 958 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 145,800 | 958 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 144,106 | 946 | 0.01% | — | 170 | +144,106 | New | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 143,977 | 945 | 0.07% | 0.09% | 171 | +698 | 0.49% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 143,755 | 944 | 0.0% | 0.01% | 172 | +2,974 | 2.11% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 142,900 | 938 | 0.03% | 0.1% | 173 | -327,100 | -69.6% | Q1 2026 | May 04, 2026 |
| Amundi | History | Added to | 142,770 | 937 | 0.0% | 0.0% | 174 | +84,371 | 144.47% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 140,486 | 922 | 0.0% | 0.0% | 175 | -32,899 | -18.97% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 138,165 | 907 | 0.0% | — | 176 | +138,165 | New | Q1 2026 | May 08, 2026 |
| Ethic Inc. | History | Added to | 137,912 | 906 | 0.01% | 0.02% | 177 | +14,602 | 11.84% | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 106,063 | 855 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 126,000 | 828 | 0.01% | — | 179 | +126,000 | New | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 125,646 | 825 | 0.0% | — | 180 | +125,646 | New | Q1 2026 | May 01, 2026 |
| AXQ CAPITAL, LP | History | New | 123,690 | 812 | 0.1% | — | 181 | +123,690 | New | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 122,637 | 805 | 0.01% | 0.02% | 182 | -120,881 | -49.64% | Q1 2026 | Apr 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 120,157 | 789 | 0.03% | 0.07% | 183 | -136,620 | -53.21% | Q1 2026 | Apr 21, 2026 |
| Woodline Partners LP | History | New | 119,386 | 784 | 0.0% | — | 184 | +119,386 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 117,164 | 769 | 0.0% | 0.0% | 185 | -110,591 | -48.56% | Q1 2026 | May 13, 2026 |
| Empirical Finance, LLC | History | No change | 116,595 | 766 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | New | 116,126 | 762 | 0.01% | — | 187 | +116,126 | New | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 100,479 | 756 | 0.01% | 0.01% | 188 | +5,182 | 5.44% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 114,659 | 753 | 0.0% | 0.0% | 189 | +61,759 | 116.75% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 112,000 | 735 | 0.01% | 0.02% | 190 | -109,603 | -49.46% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 110,327 | 724 | 0.01% | 0.0% | 191 | +43,325 | 64.66% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 102,840 | 675 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 110,437 | 674 | 0.0% | 0.0% | 193 | +18,272 | 19.83% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 99,303 | 652 | 0.01% | 0.0% | 194 | +73,851 | 290.16% | Q1 2026 | May 04, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 78,758 | 635 | 0.21% | 0.21% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 89,819 | 590 | 0.0% | 0.01% | 196 | -1,247,257 | -93.28% | Q1 2026 | May 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 89,688 | 589 | 0.28% | 0.32% | 197 | +4,941 | 5.83% | Q1 2026 | Apr 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 89,201 | 586 | 0.0% | 0.07% | 198 | -2,448,276 | -96.48% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 83,737 | 550 | 0.0% | 0.0% | 199 | +6,243 | 8.06% | Q1 2026 | Apr 22, 2026 |
| WRIGHT INVESTORS SERVICE INC | History | Reduced | 83,633 | 549 | 0.17% | 0.21% | 200 | -2,843 | -3.29% | Q1 2026 | Apr 29, 2026 |
| Magnetar Financial LLC | History | New | 82,415 | 541 | 0.01% | — | 201 | +82,415 | New | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 81,716 | 535 | 0.0% | 0.01% | 202 | -628,260 | -88.49% | Q1 2026 | May 13, 2026 |
| FORA Capital, LLC | History | Added to | 79,940 | 525 | 0.04% | 0.02% | 203 | +56,416 | 239.82% | Q1 2026 | May 14, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 77,577 | 509 | 0.2% | 0.27% | 204 | -7,848 | -9.19% | Q1 2026 | May 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 75,343 | 495 | 0.05% | 0.03% | 205 | +38,576 | 104.92% | Q1 2026 | May 12, 2026 |
| Bull Harbor Capital LLC | History | New | 74,950 | 492 | 0.13% | — | 206 | +74,950 | New | Q1 2026 | May 18, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 66,288 | 483 | 0.01% | 0.01% | 207 | -1,665 | -2.45% | Q1 2026 | May 04, 2026 |
| AlphaQuest LLC | History | No change | 58,742 | 474 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 71,453 | 469 | 0.2% | — | 209 | +71,453 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 70,923 | 465 | 0.01% | 0.01% | 210 | +10,743 | 17.85% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 69,100 | 453 | 0.0% | 0.0% | 211 | +57,774 | 510.1% | Q1 2026 | May 05, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 53,985 | 428 | 0.05% | — | 212 | +53,985 | New | Q1 2026 | May 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 63,896 | 422 | 0.01% | 0.02% | 213 | -67,515 | -51.38% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 63,757 | 418 | 0.0% | 0.01% | 214 | +3,187 | 5.26% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 59,858 | 393 | 0.0% | 0.0% | 215 | -45,514 | -43.19% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 59,157 | 388 | 0.0% | 0.03% | 216 | -215,700 | -78.48% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 58,145 | 382 | 0.0% | — | 217 | +58,145 | New | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Reduced | 57,052 | 374 | 0.13% | 0.3% | 218 | -62,481 | -52.27% | Q1 2026 | May 21, 2026 |
| Walleye Capital LLC | History | Added to | 56,045 | 368 | 0.0% | 0.0% | 219 | +17,884 | 46.86% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 55,184 | 362 | 0.01% | 0.01% | 220 | +29,735 | 116.84% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 54,932 | 360 | 0.0% | 0.0% | 221 | +32 | 0.06% | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Added to | 54,381 | 357 | 0.12% | 0.14% | 222 | +3,740 | 7.39% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 50,208 | 355 | 0.01% | 0.03% | 223 | -57,503 | -53.39% | Q1 2026 | Apr 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 54,013 | 354 | 0.0% | 0.0% | 224 | -996 | -1.81% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Added to | 53,381 | 350 | 0.0% | 0.01% | 225 | +1,504 | 2.9% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 52,898 | 347 | 0.0% | 0.0% | 226 | -41,683 | -44.07% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 52,355 | 343 | 0.0% | 0.0% | 227 | -20,432 | -28.07% | Q1 2026 | May 13, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 51,986 | 341 | 0.0% | 0.0% | 228 | -21,520 | -29.28% | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | New | 48,370 | 317 | 0.08% | — | 229 | +48,370 | New | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 46,844 | 307 | 0.02% | 0.01% | 230 | +35,144 | 300.38% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 46,813 | 307 | 0.0% | 0.0% | 231 | -10,476 | -18.29% | Q1 2026 | May 14, 2026 |
| OP Asset Management Ltd | History | Added to | 46,268 | 303 | 0.0% | 0.0% | 233 | +23,217 | 100.72% | Q1 2026 | Apr 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 46,145 | 303 | 0.0% | 0.0% | 232 | -10,694 | -18.81% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 45,448 | 298 | 0.0% | 0.0% | 234 | +21,521 | 89.94% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | No change | 44,299 | 291 | 0.02% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | Reduced | 41,694 | 273 | 0.03% | 0.05% | 236 | -14,636 | -25.98% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 40,965 | 269 | 0.0% | 0.0% | 237 | -204 | -0.5% | Q1 2026 | May 11, 2026 |
| MQS Management LLC | History | Added to | 39,812 | 261 | 0.18% | 0.17% | 238 | +4,941 | 14.17% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 39,610 | 260 | 0.0% | — | 239 | +39,610 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 39,271 | 258 | 0.0% | 0.0% | 240 | -34,053 | -46.44% | Q1 2026 | May 05, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 35,871 | 258 | 0.11% | 0.16% | 241 | -7,893 | -18.04% | Q1 2026 | May 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 39,265 | 257 | 0.0% | 0.0% | 242 | +3,992 | 11.32% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | New | 38,755 | 254 | 0.01% | — | 243 | +38,755 | New | Q1 2026 | Apr 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 38,036 | 249 | 0.01% | 0.01% | 244 | +18,767 | 97.39% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 38,023 | 246 | 0.04% | — | 246 | +38,023 | New | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 37,488 | 246 | 0.0% | 0.0% | 245 | +11,551 | 44.53% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 37,208 | 244 | 0.0% | 0.0% | 247 | -26,300 | -41.41% | Q1 2026 | May 08, 2026 |
| denkapparat Operations GmbH | History | New | 37,013 | 243 | 0.1% | — | 248 | +37,013 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 36,738 | 241 | 0.0% | 0.0% | 249 | +889 | 2.48% | Q1 2026 | May 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 36,692 | 241 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 36,632 | 240 | 0.03% | 0.05% | 251 | -13,281 | -26.61% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 36,522 | 239 | 0.0% | — | 252 | +36,522 | New | Q1 2026 | May 13, 2026 |
| CX Institutional | History | New | 36,049 | 237 | 0.01% | — | 255 | +36,049 | New | Q1 2026 | Apr 06, 2026 |
| Curi Capital, LLC | History | Reduced | 36,158 | 237 | 0.0% | 0.01% | 253 | -23,652 | -39.55% | Q1 2026 | May 15, 2026 |
| waypoint wealth counsel | History | Reduced | 36,116 | 237 | 0.12% | 0.17% | 254 | -20,228 | -35.9% | Q1 2026 | Apr 23, 2026 |
| Inscription Capital, LLC | History | Reduced | 35,804 | 235 | 0.02% | 0.05% | 256 | -19,110 | -34.8% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 35,483 | 233 | 0.01% | 0.02% | 257 | -26,826 | -43.05% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,200 | 231 | 0.0% | 0.0% | 258 | -705,831 | -95.25% | Q1 2026 | May 12, 2026 |
| Nova R Wealth, Inc. | History | Added to | 35,257 | 231 | 0.07% | 0.1% | 259 | +236 | 0.67% | Q1 2026 | Apr 17, 2026 |
| DnB Asset Management AS | History | New | 34,729 | 228 | 0.0% | — | 260 | +34,729 | New | Q1 2026 | May 14, 2026 |
| Banque Cantonale Vaudoise | History | New | 33,991 | 223 | 0.01% | — | 262 | +33,991 | New | Q1 2026 | Apr 20, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 34,019 | 223 | 0.02% | 0.02% | 261 | +2,419 | 7.66% | Q1 2026 | May 14, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 32,649 | 215 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 32,696 | 214 | 0.01% | 0.02% | 264 | -19,429 | -37.27% | Q1 2026 | May 07, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 32,217 | 211 | 0.02% | 0.02% | 265 | +4,564 | 16.5% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 31,975 | 210 | 0.01% | 0.03% | 266 | -24,356 | -43.24% | Q1 2026 | Apr 22, 2026 |
| Aaron Wealth Advisors LLC | History | New | 31,851 | 209 | 0.01% | — | 267 | +31,851 | New | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 31,103 | 204 | 0.0% | 0.0% | 268 | -17,188 | -35.59% | Q1 2026 | May 15, 2026 |
| NDVR, Inc. | History | No change | 25,382 | 204 | 0.17% | 0.17% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aristides Capital LLC | History | Added to | 31,006 | 203 | 0.04% | 0.03% | 270 | +6,829 | 28.25% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 30,644 | 201 | 0.05% | 0.06% | 271 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 30,500 | 200 | 0.0% | — | 272 | +30,500 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 30,102 | 198 | 0.0% | — | 273 | +30,088 | 214914.29% | Q1 2026 | May 01, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 30,242 | 198 | 0.0% | 0.0% | 274 | +3,033 | 11.15% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,017 | 197 | 0.0% | 0.0% | 275 | -2,205 | -6.84% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 29,903 | 196 | 0.0% | 0.0% | 276 | -540 | -1.77% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 28,740 | 188 | 0.0% | 0.0% | 277 | +9,167 | 46.83% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Reduced | 27,145 | 178 | 0.0% | 0.01% | 278 | -180,583 | -86.93% | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | No change | 26,986 | 177 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 26,845 | 176 | 0.0% | 0.0% | 280 | -7,749 | -22.4% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 26,433 | 174 | 0.0% | — | 281 | +26,433 | New | Q1 2026 | May 14, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 21,537 | 173 | 0.45% | 0.45% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | New | 26,192 | 172 | 0.0% | — | 283 | +26,192 | New | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 25,617 | 168 | 0.0% | — | 284 | +25,617 | New | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Reduced | 24,919 | 163 | 0.01% | 0.03% | 285 | -10,617 | -29.88% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 24,808 | 162 | 0.0% | — | 286 | +24,808 | New | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 23,541 | 154 | 0.0% | 0.03% | 288 | -1,031,127 | -97.77% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 23,569 | 154 | 0.0% | 0.0% | 287 | +8,434 | 55.73% | Q1 2026 | May 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 22,752 | 153 | 0.01% | 0.04% | 290 | -26,776 | -54.06% | Q1 2026 | Apr 29, 2026 |
| GenTrust, LLC | History | Reduced | 23,112 | 153 | 0.01% | 0.01% | 289 | -9,208 | -28.49% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 23,255 | 152 | 0.01% | 0.01% | 291 | +15,177 | 187.88% | Q1 2026 | Apr 06, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 23,054 | 151 | 0.03% | 0.06% | 292 | -12,872 | -35.83% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 22,597 | 148 | 0.0% | 0.01% | 293 | -20,953 | -48.11% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 22,094 | 145 | 0.0% | 0.0% | 295 | -8,732 | -28.33% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Added to | 22,136 | 145 | 0.0% | 0.0% | 294 | +7,803 | 54.44% | Q1 2026 | Apr 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 22,016 | 144 | 0.01% | 0.03% | 297 | -23,568 | -51.7% | Q1 2026 | May 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 21,964 | 144 | 0.02% | 0.03% | 296 | +1,000 | 4.77% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 21,607 | 141 | 0.0% | 0.0% | 298 | -18,184 | -45.7% | Q1 2026 | May 06, 2026 |
| Abel Hall, LLC | History | New | 21,119 | 138 | 0.03% | — | 300 | +21,119 | New | Q1 2026 | Apr 28, 2026 |
| nVerses Capital, LLC | History | Added to | 21,048 | 138 | 0.13% | 0.22% | 299 | +8,618 | 69.33% | Q1 2026 | May 13, 2026 |
| EMC Capital Management | History | No change | 16,940 | 137 | 0.06% | 0.06% | 301 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Abundance Wealth Counselors | History | New | 20,722 | 136 | 0.02% | — | 302 | +20,722 | New | Q1 2026 | Apr 22, 2026 |
| Frec Markets, Inc. | History | New | 20,581 | 135 | 0.02% | — | 303 | +20,581 | New | Q1 2026 | May 13, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 20,451 | 134 | 0.05% | 0.08% | 304 | -4,589 | -18.33% | Q1 2026 | Apr 22, 2026 |
| Catalyst Funds Management Pty Ltd | History | Reduced | 19,900 | 130 | 0.02% | 0.05% | 305 | -9,300 | -31.85% | Q1 2026 | May 11, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 19,238 | 126 | 0.01% | 0.03% | 306 | -37,180 | -65.9% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | New | 18,414 | 120 | 0.01% | — | 307 | +18,414 | New | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 18,024 | 118 | 0.01% | — | 309 | +18,024 | New | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,956 | 118 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | New | 17,807 | 116 | 0.03% | — | 310 | +17,807 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 17,497 | 114 | 0.0% | 0.0% | 312 | -29,166 | -62.5% | Q1 2026 | Apr 30, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 17,234 | 114 | 0.01% | 0.01% | 311 | -2,938 | -14.56% | Q1 2026 | Apr 16, 2026 |
| DRW Securities, LLC | History | New | 17,125 | 112 | 0.0% | — | 317 | +17,125 | New | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 17,097 | 112 | 0.0% | — | 316 | +17,097 | New | Q1 2026 | Apr 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 17,126 | 112 | 0.0% | 0.0% | 313 | -13,072 | -43.29% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 17,097 | 112 | 0.01% | 0.02% | 315 | -10,071 | -37.07% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Reduced | 17,066 | 112 | 0.0% | 0.0% | 314 | -2,941 | -14.7% | Q1 2026 | May 06, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 16,907 | 111 | 0.0% | — | 318 | +16,907 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | New | 16,768 | 110 | 0.0% | — | 319 | +16,768 | New | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 16,336 | 108 | 0.0% | — | 320 | +16,336 | New | Q1 2026 | May 01, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 16,075 | 105 | 0.01% | 0.03% | 323 | -19,591 | -54.93% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,091 | 105 | 0.0% | 0.0% | 321 | -873 | -5.15% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 13,106 | 105 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 15,931 | 104 | 0.04% | 0.05% | 324 | -2,938 | -15.57% | Q1 2026 | Apr 14, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 15,822 | 103 | 0.06% | 0.14% | 326 | -16,316 | -50.77% | Q1 2026 | May 04, 2026 |
| KBC Group NV | History | Added to | 15,714 | 103 | 0.0% | 0.0% | 325 | +4,750 | 43.32% | Q1 2026 | May 07, 2026 |
| Williams & Novak, LLC | History | Added to | 15,741 | 103 | 0.08% | 0.07% | 327 | +3,433 | 27.89% | Q1 2026 | Apr 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 14,977 | 98 | 0.0% | — | 329 | +14,977 | New | Q1 2026 | Apr 17, 2026 |
| North Dakota State Investment Board | History | Reduced | 15,059 | 98 | 0.0% | 0.01% | 328 | -2,621 | -14.82% | Q1 2026 | May 08, 2026 |
| Optas, LLC | History | New | 14,744 | 96 | 0.01% | — | 330 | +14,744 | New | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 14,134 | 94 | 0.0% | 0.01% | 331 | -20,237 | -58.88% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 14,436 | 94 | 0.02% | 0.02% | 332 | -1,053 | -6.8% | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 14,159 | 93 | 0.02% | 0.03% | 333 | -8,390 | -37.21% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,102 | 92 | 0.0% | 0.0% | 334 | +9,944 | 239.15% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,952 | 91 | 0.0% | 0.0% | 335 | -288 | -2.02% | Q1 2026 | Apr 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 13,825 | 90 | 0.01% | 0.03% | 336 | -11,148 | -44.64% | Q1 2026 | Apr 14, 2026 |
| Claro Advisors Inc. | History | New | 13,663 | 89 | 0.01% | — | 338 | +13,663 | New | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 13,607 | 89 | 0.0% | 0.0% | 337 | -3,102 | -18.56% | Q1 2026 | May 15, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 13,315 | 87 | 0.07% | 0.1% | 339 | -2,759 | -17.16% | Q1 2026 | Apr 16, 2026 |
| DGS Capital Management, LLC | History | New | 12,974 | 85 | 0.01% | — | 340 | +12,974 | New | Q1 2026 | Apr 28, 2026 |
| Polymer Capital Management (US) LLC | History | New | 12,903 | 84 | 0.01% | — | 343 | +12,903 | New | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 12,912 | 84 | 0.0% | 0.0% | 341 | +1,433 | 12.48% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,462 | 84 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wick Capital Partners, LLC | History | New | 12,651 | 83 | 0.02% | — | 344 | +12,651 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 12,546 | 82 | 0.0% | 0.01% | 345 | -7,831 | -38.43% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | New | 12,410 | 81 | 0.01% | — | 347 | +12,410 | New | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 12,406 | 81 | 0.0% | — | 346 | +12,406 | New | Q1 2026 | May 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 12,184 | 80 | 0.01% | 0.06% | 349 | -52,011 | -81.02% | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | Reduced | 12,209 | 80 | 0.0% | 0.0% | 348 | -18 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,093 | 79 | 0.0% | 0.0% | 350 | -9,497 | -43.99% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 12,010 | 78 | 0.0% | 0.0% | 351 | +9,090 | 311.3% | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 11,442 | 76 | 0.03% | 0.05% | 352 | -5,620 | -32.94% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 11,511 | 75 | 0.01% | 0.03% | 354 | -10,881 | -48.59% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 11,456 | 75 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 11,346 | 74 | 0.0% | — | 357 | +11,346 | New | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 11,400 | 74 | 0.0% | 0.0% | 355 | +5,200 | 83.87% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 11,323 | 74 | 0.0% | 0.01% | 356 | -1,568 | -12.16% | Q1 2026 | Apr 27, 2026 |
| Ellevest, Inc. | History | New | 11,057 | 72 | 0.01% | — | 359 | +11,057 | New | Q1 2026 | May 11, 2026 |
| SIG BROKERAGE, LP | History | No change | 10,982 | 72 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 10,943 | 71 | 0.01% | 0.03% | 360 | -11,492 | -51.22% | Q1 2026 | Apr 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 10,917 | 71 | 0.0% | — | 361 | +10,917 | New | Q1 2026 | May 07, 2026 |
| PDS Planning, Inc | History | New | 10,563 | 69 | 0.0% | — | 363 | +10,563 | New | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,512 | 69 | 0.0% | 0.0% | 362 | -1,171 | -10.02% | Q1 2026 | Apr 20, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 10,210 | 67 | 0.01% | 0.1% | 364 | -96,394 | -90.42% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | New | 10,248 | 67 | 0.0% | — | 365 | +10,248 | New | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | Reduced | 10,039 | 65 | 0.02% | 0.03% | 367 | -3,772 | -27.31% | Q1 2026 | Apr 13, 2026 |
| Certified Advisory Corp | History | Added to | 10,037 | 65 | 0.01% | 0.01% | 366 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 8,368 | 54 | 0.0% | 0.0% | 368 | +13 | 0.16% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,028 | 52 | 0.0% | 0.0% | 369 | +164 | 2.09% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,451 | 48 | 0.0% | 0.0% | 370 | +4,518 | 154.04% | Q1 2026 | May 07, 2026 |
| PARK CIRCLE Co | History | No change | 6,946 | 45 | 0.04% | 0.05% | 371 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,997 | 39 | 0.0% | 0.0% | 372 | -960 | -13.8% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 5,465 | 35 | 0.0% | 0.01% | 373 | -10,830 | -66.46% | Q1 2026 | May 11, 2026 |
| Fairscale Capital, LLC | History | No change | 5,100 | 33 | 0.02% | 0.03% | 374 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,957 | 32 | 0.0% | 0.0% | 375 | +2,985 | 151.37% | Q1 2026 | May 08, 2026 |
| BFSG, LLC | History | No change | 5,000 | 32 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,110 | 27 | 0.0% | 0.0% | 377 | -7,161 | -63.53% | Q1 2026 | Apr 13, 2026 |
| Altshuler Shaham Ltd | History | Added to | 4,070 | 26 | 0.0% | 0.0% | 378 | +1,094 | 36.76% | Q1 2026 | May 18, 2026 |
| Advisory Services Network, LLC | History | New | 3,706 | 24 | 0.0% | — | 379 | +3,706 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,104 | 22 | 0.0% | 0.0% | 380 | -15,059 | -40.52% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 3,357 | 22 | 0.0% | 0.0% | 381 | +198 | 6.27% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Added to | 3,113 | 20 | 0.0% | — | 383 | +3,099 | 22135.71% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,179 | 20 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,803 | 18 | 0.0% | 0.0% | 384 | -60 | -2.1% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,656 | 17 | 0.0% | 0.0% | 385 | +2,055 | 341.93% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 2,539 | 16 | 0.01% | 0.0% | 387 | +2,258 | 803.56% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,500 | 16 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2,390 | 15 | 0.0% | 0.0% | 388 | -472 | -16.49% | Q1 2026 | Apr 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 2,098 | 13 | 0.0% | — | 390 | +2,098 | New | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | Added to | 2,074 | 13 | 0.01% | — | 389 | +1,993 | 2460.49% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,679 | 11 | 0.01% | 0.02% | 392 | -1,695 | -50.24% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,808 | 11 | 0.0% | 0.0% | 391 | +630 | 53.48% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Reduced | 1,649 | 10 | 0.0% | 0.0% | 393 | -378 | -18.65% | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,488 | 9 | 0.0% | 0.0% | 394 | +854 | 134.7% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,294 | 8 | 0.0% | 0.0% | 395 | +981 | 313.42% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | New | 1,094 | 7 | 0.0% | — | 397 | +1,094 | New | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | New | 1,091 | 7 | 0.0% | — | 398 | +1,091 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,085 | 7 | 0.0% | 0.0% | 396 | +89 | 8.94% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 960 | 6 | 0.0% | 0.0% | 401 | +447 | 87.13% | Q1 2026 | Apr 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,015 | 6 | 0.0% | 0.0% | 400 | +7 | 0.69% | Q1 2026 | Apr 23, 2026 |
| Grove Bank & Trust | History | No change | 994 | 6 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Addison Advisors LLC | History | Added to | 889 | 5 | 0.0% | 0.0% | 403 | +490 | 122.81% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 836 | 5 | 0.0% | 0.0% | 402 | +225 | 36.82% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 895 | 5 | 0.0% | 0.0% | 405 | -64 | -6.67% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 818 | 5 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | Reduced | 590 | 4 | 0.0% | 0.01% | 409 | -1,433 | -70.84% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 737 | 4 | 0.0% | — | 410 | +737 | New | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 665 | 4 | 0.0% | 0.0% | 408 | -213 | -24.26% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 675 | 4 | 0.0% | 0.0% | 407 | +116 | 20.75% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 690 | 4 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | New | 567 | 3 | 0.0% | — | 412 | +567 | New | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | New | 514 | 3 | 0.0% | — | 414 | +514 | New | Q1 2026 | Apr 30, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 501 | 3 | 0.0% | — | 413 | +501 | New | Q1 2026 | Apr 30, 2026 |
| Key Capital Management, INC | History | New | 482 | 3 | 0.0% | — | 415 | +482 | New | Q1 2026 | May 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 463 | 3 | 0.0% | — | 416 | +463 | New | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 566 | 3 | 0.0% | 0.0% | 411 | -300 | -34.64% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 317 | 2 | 0.0% | 0.0% | 418 | +74 | 30.45% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 327 | 2 | 0.0% | 0.0% | 419 | -22 | -6.3% | Q1 2026 | Apr 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 314 | 2 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Reduced | 277 | 1 | 0.0% | 0.0% | 423 | -2,473 | -89.93% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 295 | 1 | 0.0% | 0.0% | 422 | -1,048 | -78.03% | Q1 2026 | Apr 27, 2026 |
| Kilter Group LLC | History | New | 211 | 1 | 0.0% | — | 427 | +211 | New | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 200 | 1 | 0.0% | — | 426 | +200 | New | Q1 2026 | Apr 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 154 | 1 | 0.0% | 0.0% | 424 | -5 | -3.14% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 221 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 300 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | No change | 163 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 2.63% | — | -12,365,246 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -6,842,261 | -100.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,366,932 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -1,968,010 | -100.0% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.41% | — | -709,886 | -100.0% | Q1 2026 | May 15, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -520,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -508,410 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.18% | — | -502,269 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.62% | — | -488,806 | -100.0% | Q1 2026 | May 15, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.02% | — | -466,425 | -100.0% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.18% | — | -403,092 | -100.0% | Q1 2026 | May 06, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.1% | — | -355,669 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -275,149 | -100.0% | Q1 2026 | May 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -228,094 | -100.0% | Q1 2026 | Apr 27, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -228,003 | -100.0% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -214,536 | -100.0% | Q1 2026 | May 07, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.01% | — | -208,658 | -100.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165,423 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -165,362 | -100.0% | Q1 2026 | May 07, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -159,962 | -100.0% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -156,117 | -100.0% | Q1 2026 | May 14, 2026 |
| Mork Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -143,500 | -100.0% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -128,344 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -121,770 | -100.0% | Q1 2026 | May 13, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -114,416 | -100.0% | Q1 2026 | May 14, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.05% | — | -97,003 | -100.0% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -80,578 | -100.0% | Q1 2026 | May 12, 2026 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,130 | -100.0% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,023 | -100.0% | Q1 2026 | May 05, 2026 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -67,818 | -100.0% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,952 | -100.0% | Q1 2026 | May 08, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -57,485 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -53,145 | -100.0% | Q1 2026 | Apr 20, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,368 | -100.0% | Q1 2026 | May 14, 2026 |
| Watershed Asset Management, L.L.C. | History | Closed out | 0 | 0 | — | 0.37% | — | -49,250 | -100.0% | Q1 2026 | May 06, 2026 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -48,268 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,188 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,400 | -100.0% | Q1 2026 | May 11, 2026 |
| Vanguard Capital Wealth Advisors | History | Closed out | 0 | 0 | — | 0.24% | — | -37,473 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -34,497 | -100.0% | Q1 2026 | Apr 17, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.06% | — | -34,485 | -100.0% | Q1 2026 | May 11, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -34,392 | -100.0% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,784 | -100.0% | Q1 2026 | May 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -31,713 | -100.0% | Q1 2026 | May 13, 2026 |
| Steadtrust LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -29,900 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,535 | -100.0% | Q1 2026 | Apr 23, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -27,440 | -100.0% | Q1 2026 | Apr 30, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -25,464 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CFC Planning Co LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -21,124 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -19,410 | -100.0% | Q1 2026 | May 08, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,100 | -100.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,710 | -100.0% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,456 | -100.0% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,101 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Investment Research Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,055 | -100.0% | Q1 2026 | Apr 29, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -15,037 | -100.0% | Q1 2026 | May 01, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,681 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,444 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -13,400 | -100.0% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,399 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,021 | -100.0% | Q1 2026 | Apr 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.04% | — | -13,014 | -100.0% | Q1 2026 | May 15, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,910 | -100.0% | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,680 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Symmetry Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,509 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,018 | -100.0% | Q1 2026 | May 15, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,785 | -100.0% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,031 | -100.0% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,025 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Sagewood Asset Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,623 | -100.0% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,368 | -100.0% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,333 | -100.0% | Q1 2026 | May 07, 2026 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,313 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Checchi Capital Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,246 | -100.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -10,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Atlas Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,226 | -100.0% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,017 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -711 | -100.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -604 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -456 | -100.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -420 | -98.82% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 140 | 0 | — | 0.0% | — | -204 | -59.3% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | — | — | -96 | -100.0% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 95 | 0 | — | — | — | +95 | New | Q1 2026 | May 13, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -91 | -100.0% | Q1 2026 | May 04, 2026 |
| Ankerstar Wealth, LLC | History | New | 90 | 0 | — | — | — | +90 | New | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | New | 88 | 0 | — | — | — | +88 | New | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | New | 74 | 0 | — | — | — | +74 | New | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Reduced | 93 | 0 | — | 0.0% | — | -69 | -42.59% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 20 | 0 | — | — | — | -67 | -77.01% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -65 | -100.0% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 120 | 0 | — | — | — | +56 | 87.5% | Q1 2026 | Apr 14, 2026 |
| PMV Capital Advisers, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 16, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 43 | 0 | — | — | — | -23 | -34.85% | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 29 | 0 | — | — | — | +19 | 190.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 49 | 0 | — | — | — | -18 | -26.87% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 08, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 08, 2026 |
| CURIO WEALTH, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| REXFORD CAPITAL INC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 12 | 0 | — | — | — | -1 | -7.69% | Q1 2026 | May 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cromwell Holdings LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Seneschal Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |