AEGON LTD. - AEG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 50,556,509 | 367,040 | 0.2% | 0.29% | 1 | -19,966,322 | -28.31% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 11,741,711 | 85,232 | 0.02% | 0.02% | 2 | +901,979 | 8.32% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 10,520,790 | 76,380 | 0.0% | 0.01% | 3 | -2,611,132 | -19.88% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 5,631,844 | 40,887 | 0.02% | 0.05% | 4 | -6,360,166 | -53.04% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 5,293,258 | 38,429 | 0.0% | 0.0% | 5 | +604 | 0.01% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,562,422 | 33,123 | 0.0% | 0.0% | 6 | +351,488 | 8.35% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,303,388 | 23,982 | 0.0% | 0.0% | 7 | +1,533,434 | 86.64% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 2,741,866 | 19,905 | 0.0% | 0.0% | 8 | +195,168 | 7.66% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,451,515 | 17,797 | 0.01% | 0.01% | 9 | +32,620 | 1.35% | Q1 2026 | May 14, 2026 |
| ABC ARBITRAGE SA | History | Added to | 2,107,085 | 15,297 | 2.03% | 1.51% | 10 | +9,775 | 0.47% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,735,351 | 12,598 | 0.02% | 0.02% | 11 | +520,221 | 42.81% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,504,190 | 10,920 | 0.0% | 0.0% | 12 | -46,984 | -3.03% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,452,213 | 10,543 | 0.01% | 0.01% | 13 | -649,992 | -30.92% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,394,670 | 10,125 | 0.01% | 0.01% | 14 | -13,341 | -0.95% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,226,958 | 8,907 | 0.04% | 0.07% | 15 | -1,213,107 | -49.72% | Q1 2026 | May 15, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 1,107,297 | 8,038 | 1.42% | 1.53% | 16 | -4,000 | -0.36% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,050,189 | 7,277 | 0.0% | 0.0% | 17 | +530,160 | 101.95% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 900,000 | 6,534 | 0.7% | 0.75% | 18 | -118 | -0.01% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 885,320 | 6,427 | 0.17% | 0.13% | 19 | +194,297 | 28.12% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 788,709 | 5,726 | 0.0% | 0.0% | 20 | -59,883 | -7.06% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Added to | 782,733 | 5,682 | 0.08% | 0.09% | 21 | +361,951 | 86.02% | Q1 2026 | May 13, 2026 |
| Transmarket Holdings LP | History | Added to | 665,613 | 4,832 | 2.58% | 1.82% | 22 | +342,704 | 106.13% | Q1 2026 | May 13, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 648,575 | 4,708 | 0.09% | 0.09% | 23 | +41,557 | 6.85% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 644,010 | 4,676 | 0.04% | 0.03% | 24 | +41,260 | 6.85% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 613,320 | 4,452 | 0.07% | 0.07% | 25 | +218,482 | 55.33% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 559,615 | 4,062 | 0.05% | 0.06% | 26 | +47,590 | 9.29% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 536,195 | 3,892 | 0.02% | 0.02% | 27 | +96,295 | 21.89% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 532,588 | 3,866 | 0.0% | 0.0% | 28 | +242,900 | 83.85% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 525,948 | 3,818 | 0.0% | 0.0% | 29 | +21,215 | 4.2% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 501,140 | 3,638 | 0.0% | 0.0% | 30 | +454,274 | 969.3% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 438,746 | 3,185 | 0.0% | 0.0% | 31 | +12 | 0.0% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 412,972 | 2,998 | 0.0% | 0.0% | 32 | +52,751 | 14.64% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 385,104 | 2,795 | 0.0% | 0.0% | 33 | +231,460 | 150.65% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 362,408 | 2,631 | 0.0% | 0.0% | 34 | +102,930 | 39.67% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 354,465 | 2,573 | 0.0% | 0.0% | 35 | -563,424 | -61.38% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 346,358 | 2,514 | 0.0% | 0.0% | 36 | +4,379 | 1.28% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 323,321 | 2,347 | 0.08% | 0.11% | 37 | -85,403 | -20.9% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 304,558 | 2,211 | 0.02% | 0.02% | 38 | +21,350 | 7.54% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 301,267 | 2,187 | 0.0% | 0.0% | 39 | +44,603 | 17.38% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 297,884 | 2,162 | 0.02% | 0.0% | 40 | +182,264 | 157.64% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 268,800 | 2,072 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 259,380 | 1,883 | 0.03% | 0.03% | 42 | -890 | -0.34% | Q1 2026 | Apr 27, 2026 |
| VANGUARD GROUP INC | History | No change | 237,728 | 1,832 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 237,545 | 1,724 | 0.13% | 0.14% | 44 | +292 | 0.12% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 228,743 | 1,660 | 0.0% | 0.01% | 45 | -759,061 | -76.84% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 220,859 | 1,603 | 0.0% | 0.0% | 46 | +10,735 | 5.11% | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 209,487 | 1,520 | 0.0% | — | 47 | +209,487 | New | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 204,207 | 1,482 | 0.04% | 0.05% | 48 | -3,762 | -1.81% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 184,669 | 1,481 | 0.03% | 0.05% | 49 | +32,433 | 21.3% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Added to | 201,633 | 1,463 | 0.0% | 0.0% | 50 | +3,214 | 1.62% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 200,379 | 1,454 | 0.0% | 0.0% | 51 | +140 | 0.07% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 199,901 | 1,451 | 0.01% | 0.0% | 52 | +627 | 0.31% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 191,061 | 1,387 | 0.0% | 0.0% | 53 | -109,664 | -36.47% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 177,660 | 1,289 | 0.03% | 0.03% | 54 | -12,832 | -6.74% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 163,814 | 1,189 | 0.0% | 0.0% | 55 | +2,079 | 1.29% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 163,502 | 1,187 | 0.02% | 0.02% | 56 | +6,548 | 4.17% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 163,400 | 1,186 | 0.0% | 0.0% | 57 | -4,504 | -2.68% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 153,269 | 1,134 | 0.0% | 0.0% | 58 | +11,500 | 8.11% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 152,857 | 1,109 | 0.01% | 0.01% | 59 | -619 | -0.4% | Q1 2026 | Apr 27, 2026 |
| Entropy Technologies, LP | History | Added to | 142,001 | 1,030 | 0.05% | 0.03% | 60 | +77,400 | 119.81% | Q1 2026 | May 14, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 133,514 | 969 | 0.45% | 0.29% | 61 | +48,293 | 56.67% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 133,383 | 968 | 0.0% | 0.0% | 62 | +66,956 | 100.8% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 125,586 | 911 | 0.01% | 0.01% | 63 | -23,343 | -15.67% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 121,708 | 883 | 0.0% | 0.0% | 64 | +91,402 | 301.6% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 119,084 | 864 | 0.01% | 0.01% | 65 | -1,084 | -0.9% | Q1 2026 | Apr 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 117,882 | 855 | 0.0% | 0.0% | 66 | +1,311 | 1.12% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 114,991 | 834 | 0.0% | 0.0% | 67 | -138,577 | -54.65% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 112,460 | 816 | 0.03% | 0.03% | 68 | +32,019 | 39.8% | Q1 2026 | Apr 29, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 110,254 | 800 | 0.07% | 0.08% | 69 | +869 | 0.79% | Q1 2026 | Apr 24, 2026 |
| Squarepoint Ops LLC | History | Added to | 99,554 | 722 | 0.0% | 0.0% | 70 | +88,675 | 815.1% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 98,317 | 713 | 0.02% | 0.02% | 71 | -23,807 | -19.49% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 93,228 | 676 | 0.0% | 0.0% | 72 | -112,056 | -54.59% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 90,943 | 660 | 0.0% | 0.0% | 73 | +30,088 | 49.44% | Q1 2026 | Apr 30, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 88,748 | 644 | 0.04% | 0.01% | 74 | +54,869 | 161.96% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 87,888 | 638 | 0.0% | 0.0% | 75 | +4,660 | 5.6% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 82,401 | 598 | 0.0% | 0.0% | 76 | -165,018 | -66.7% | Q1 2026 | May 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 81,736 | 593 | 0.0% | 0.0% | 77 | +8,892 | 12.21% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 79,696 | 578 | 0.0% | 0.0% | 78 | +754 | 0.96% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 75,175 | 545 | 0.01% | 0.01% | 79 | +7,415 | 10.94% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 73,879 | 536 | 0.0% | 0.0% | 80 | +2,286 | 3.19% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 73,092 | 530 | 0.0% | 0.0% | 81 | -13,820 | -15.9% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 71,787 | 521 | 0.0% | 0.0% | 82 | -23,795 | -24.89% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 71,600 | 519 | 0.0% | 0.0% | 83 | -87,400 | -54.97% | Q1 2026 | May 15, 2026 |
| OLIO Financial Planning | History | No change | 71,009 | 515 | 0.14% | 0.15% | 84 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 69,667 | 506 | 0.01% | 0.01% | 86 | +5,803 | 9.09% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 69,815 | 506 | 0.0% | 0.0% | 85 | +2,197 | 3.25% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 69,596 | 505 | 0.0% | 0.0% | 87 | -1,887 | -2.64% | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | Reduced | 68,116 | 494 | 0.01% | 0.09% | 88 | -369,184 | -84.42% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 66,333 | 481 | 0.0% | 0.0% | 89 | +16,124 | 32.11% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Reduced | 65,650 | 476 | 0.01% | 0.01% | 90 | -380 | -0.58% | Q1 2026 | May 11, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 63,600 | 461 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bridgewater Associates, LP | History | New | 62,987 | 457 | 0.0% | — | 92 | +62,987 | New | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Reduced | 61,273 | 444 | 0.02% | 0.03% | 93 | -16,808 | -21.53% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 63,654 | 441 | 0.0% | 0.0% | 94 | +17,696 | 38.5% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 59,398 | 431 | 0.0% | 0.01% | 95 | -110,000 | -64.94% | Q1 2026 | May 05, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 58,572 | 425 | 0.08% | 0.08% | 96 | +10,167 | 21.0% | Q1 2026 | May 12, 2026 |
| Miller Investment Management, LP | History | No change | 57,015 | 413 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 56,634 | 411 | 0.04% | 0.04% | 98 | +10,911 | 23.86% | Q1 2026 | Apr 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 56,561 | 410 | 0.01% | 0.01% | 99 | -5,926 | -9.48% | Q1 2026 | Apr 20, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 56,361 | 409 | 0.1% | 0.22% | 100 | -54,725 | -49.26% | Q1 2026 | May 01, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 54,227 | 393 | 0.02% | 0.02% | 101 | -200 | -0.37% | Q1 2026 | Apr 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 53,818 | 390 | 0.01% | 0.01% | 102 | -3,118 | -5.48% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 52,106 | 378 | 0.0% | 0.01% | 103 | -4,718 | -8.3% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 51,186 | 371 | 0.0% | 0.0% | 104 | +17,740 | 53.04% | Q1 2026 | Apr 20, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 47,432 | 344 | 0.02% | 0.01% | 105 | +29,005 | 157.4% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 45,710 | 331 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 40,187 | 309 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 41,744 | 303 | 0.0% | 0.0% | 108 | +6,423 | 18.18% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 41,177 | 298 | 0.0% | 0.0% | 109 | -146 | -0.35% | Q1 2026 | May 08, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 40,482 | 293 | 0.06% | 0.06% | 110 | -2,007 | -4.72% | Q1 2026 | Apr 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 37,832 | 274 | 0.08% | — | 111 | +37,832 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 37,832 | 274 | 0.08% | — | 112 | +37,832 | New | Q1 2026 | May 13, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 36,691 | 266 | 0.05% | 0.06% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 35,669 | 258 | 0.01% | 0.01% | 114 | -22,964 | -39.17% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 35,510 | 257 | 0.03% | 0.05% | 115 | -9,150 | -20.49% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 35,074 | 254 | 0.01% | 0.0% | 116 | +23,714 | 208.75% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 34,166 | 248 | 0.0% | 0.0% | 117 | -64,692 | -65.44% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 33,345 | 242 | 0.01% | 0.01% | 118 | -11 | -0.03% | Q1 2026 | Apr 23, 2026 |
| CIBC Bancorp USA Inc. | History | New | 33,212 | 241 | 0.0% | — | 120 | +33,212 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,229 | 241 | 0.0% | 0.0% | 119 | +29,381 | 763.54% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | Reduced | 33,186 | 240 | 0.03% | 0.04% | 121 | -2,704 | -7.53% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 34,224 | 237 | 0.01% | 0.01% | 122 | +723 | 2.16% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 32,163 | 233 | 0.0% | 0.0% | 123 | -4,061 | -11.21% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,135 | 233 | 0.0% | 0.0% | 124 | +3,449 | 12.02% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,845 | 219 | 0.0% | 0.0% | 125 | -43,588 | -59.36% | Q1 2026 | Apr 08, 2026 |
| Impact Investors, Inc | History | New | 30,249 | 219 | 0.15% | — | 126 | +30,249 | New | Q1 2026 | Apr 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 29,285 | 214 | 0.0% | 0.0% | 127 | +2,379 | 8.84% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 29,216 | 212 | 0.0% | 0.0% | 128 | -3,178 | -9.81% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 27,905 | 202 | 0.0% | 0.0% | 129 | +23,671 | 559.07% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 27,938 | 202 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 26,988 | 195 | 0.0% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,445 | 191 | 0.0% | 0.0% | 133 | -36,058 | -57.69% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 26,380 | 191 | 0.0% | 0.0% | 132 | +2,683 | 11.32% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,768 | 187 | 0.0% | 0.0% | 134 | +7,135 | 38.29% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 24,719 | 179 | 0.0% | 0.0% | 135 | +11,952 | 93.62% | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | Reduced | 24,767 | 179 | 0.15% | 0.14% | 136 | -4,857 | -16.4% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | No change | 24,050 | 174 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,962 | 173 | 0.0% | 0.0% | 138 | -706 | -2.86% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 23,791 | 172 | 0.0% | 0.0% | 139 | +5,264 | 28.41% | Q1 2026 | May 04, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 30,100 | 159 | 0.07% | 0.07% | 141 | +10,500 | 53.57% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 21,982 | 159 | 0.0% | 0.0% | 140 | +2,142 | 10.8% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 21,727 | 157 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 21,500 | 156 | 0.02% | 0.03% | 143 | -7,300 | -25.35% | Q1 2026 | Apr 07, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 20,846 | 151 | 0.0% | 0.0% | 144 | +6,699 | 47.35% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 20,797 | 150 | 0.0% | 0.0% | 145 | +6,012 | 40.66% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 20,790 | 150 | 0.03% | 0.03% | 146 | -171 | -0.82% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,437 | 148 | 0.0% | 0.0% | 147 | -11,971 | -36.94% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | No change | 20,284 | 147 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 20,045 | 145 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,912 | 144 | 0.0% | 0.0% | 150 | +1,196 | 6.39% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 18,603 | 143 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Neuberger Berman Group LLC | History | Added to | 19,055 | 138 | 0.0% | 0.0% | 152 | +6,151 | 47.67% | Q1 2026 | May 14, 2026 |
| Calydon Capital | History | No change | 17,940 | 130 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,644 | 128 | 0.0% | 0.0% | 154 | +23 | 0.13% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 16,949 | 123 | 0.01% | 0.01% | 155 | -5,191 | -23.45% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Reduced | 16,890 | 122 | 0.0% | 0.0% | 156 | -588 | -3.36% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,905 | 122 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | New | 16,345 | 118 | 0.0% | — | 158 | +16,345 | New | Q1 2026 | May 12, 2026 |
| May Hill Capital, LLC | History | New | 16,146 | 117 | 0.03% | — | 160 | +16,146 | New | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Added to | 16,213 | 117 | 0.0% | 0.0% | 159 | +1,292 | 8.66% | Q1 2026 | Apr 20, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 14,359 | 113 | 0.01% | 0.01% | 161 | +2,625 | 22.37% | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 15,550 | 112 | 0.01% | 0.01% | 162 | -1,049 | -6.32% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 15,025 | 109 | 0.01% | — | 163 | +15,025 | New | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 14,995 | 108 | 0.0% | 0.0% | 164 | -4,873 | -24.53% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 14,755 | 107 | 0.0% | 0.0% | 165 | -1,583 | -9.69% | Q1 2026 | May 08, 2026 |
| Boit C F David | History | No change | 14,695 | 106 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 14,551 | 105 | 0.01% | 0.01% | 167 | -1,000 | -6.43% | Q1 2026 | Apr 10, 2026 |
| Clarius Group, LLC | History | No change | 13,672 | 105 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 14,447 | 104 | 0.0% | 0.0% | 170 | +1,633 | 12.74% | Q1 2026 | May 13, 2026 |
| Trek Financial, LLC | History | Added to | 14,416 | 104 | 0.01% | 0.01% | 169 | +932 | 6.91% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | New | 14,221 | 103 | 0.0% | — | 173 | +14,221 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,149 | 103 | 0.0% | 0.0% | 171 | +4,172 | 38.01% | Q1 2026 | May 15, 2026 |
| Henry James International Management Inc. | History | No change | 14,260 | 103 | 0.04% | 0.03% | 172 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 14,182 | 102 | 0.0% | 0.0% | 174 | +494 | 3.61% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 13,930 | 101 | 0.0% | — | 175 | +13,930 | New | Q1 2026 | Apr 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 13,581 | 98 | 0.0% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AXQ CAPITAL, LP | History | New | 13,433 | 97 | 0.01% | — | 179 | +13,433 | New | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,402 | 97 | 0.0% | 0.0% | 177 | +2,796 | 26.36% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 13,458 | 97 | 0.01% | 0.01% | 178 | -2,524 | -15.79% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | No change | 13,085 | 94 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,849 | 93 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 12,591 | 91 | 0.0% | 0.0% | 182 | -39,706 | -75.92% | Q1 2026 | May 05, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 12,436 | 90 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 12,271 | 89 | 0.0% | — | 184 | +12,271 | New | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 12,200 | 88 | 0.0% | 0.0% | 185 | -6,500 | -34.76% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 12,099 | 87 | 0.0% | — | 187 | +12,099 | New | Q1 2026 | Apr 24, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,316 | 87 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 11,871 | 86 | 0.01% | 0.01% | 188 | +1,508 | 14.55% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | New | 11,787 | 85 | 0.0% | — | 189 | +11,787 | New | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Reduced | 11,651 | 84 | 0.0% | 0.0% | 190 | -23,764 | -67.1% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | New | 11,513 | 83 | 0.01% | — | 192 | +11,513 | New | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 10,736 | 83 | 0.0% | 0.0% | 191 | +209 | 1.99% | Q1 2026 | Apr 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,295 | 81 | 0.0% | — | 194 | +11,295 | New | Q1 2026 | May 05, 2026 |
| Baron Wealth Management LLC | History | New | 11,236 | 81 | 0.02% | — | 195 | +11,236 | New | Q1 2026 | Apr 16, 2026 |
| M&T BANK CORP | History | Reduced | 11,194 | 81 | 0.0% | 0.0% | 193 | -1,797 | -13.83% | Q1 2026 | May 12, 2026 |
| Canopy Partners, LLC | History | Added to | 10,924 | 79 | 0.03% | 0.03% | 196 | +758 | 7.46% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 10,784 | 78 | 0.0% | — | 197 | +10,784 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 10,723 | 77 | 0.0% | 0.0% | 198 | -469 | -4.19% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 10,500 | 76 | 0.0% | 0.0% | 199 | -90,200 | -89.57% | Q1 2026 | May 14, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 10,155 | 73 | 0.11% | — | 200 | +10,155 | New | Q1 2026 | Apr 30, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 10,000 | 72 | 0.0% | — | 201 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Cromwell Holdings LLC | History | No change | 9,692 | 70 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,138 | 67 | 0.0% | 0.0% | 204 | +1,325 | 16.96% | Q1 2026 | Apr 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,310 | 67 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,800 | 56 | 0.0% | 0.0% | 205 | -35,393 | -81.94% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 7,495 | 54 | 0.0% | 0.0% | 206 | +162 | 2.21% | Q1 2026 | Apr 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 7,000 | 50 | 0.01% | 0.01% | 207 | -1,000 | -12.5% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 5,778 | 41 | 0.0% | 0.0% | 208 | -2,584 | -30.9% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,690 | 41 | 0.0% | 0.0% | 209 | +1,629 | 40.11% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 40 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | No change | 5,210 | 38 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,226 | 30 | 0.0% | 0.0% | 212 | +1,294 | 44.13% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 4,082 | 29 | 0.0% | 0.0% | 213 | +2,982 | 271.09% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 3,343 | 24 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,290 | 23 | 0.0% | 0.0% | 215 | +1,383 | 72.52% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 3,032 | 22 | 0.02% | — | 216 | +3,032 | New | Q1 2026 | Apr 02, 2026 |
| True Wealth Design, LLC | History | Added to | 2,353 | 17 | 0.0% | 0.0% | 217 | +529 | 29.0% | Q1 2026 | Apr 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2,277 | 16 | 0.0% | 0.02% | 219 | -6,745 | -74.76% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 2,243 | 16 | 0.0% | 0.0% | 218 | +1,480 | 193.97% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,976 | 14 | 0.0% | 0.01% | 221 | -936 | -32.14% | Q1 2026 | Apr 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,027 | 14 | 0.0% | 0.0% | 222 | +827 | 68.92% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,958 | 14 | 0.0% | 0.0% | 220 | +39 | 2.03% | Q1 2026 | May 01, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 2,094 | 13 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,675 | 12 | 0.0% | 0.0% | 226 | -5,735 | -77.4% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Added to | 1,750 | 12 | 0.0% | 0.0% | 227 | +450 | 34.62% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,739 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,610 | 12 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Copia Wealth Management | History | No change | 1,575 | 11 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,502 | 10 | 0.0% | 0.0% | 229 | -1,098 | -42.23% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,301 | 10 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,299 | 9 | 0.0% | 0.0% | 233 | -1,639 | -55.79% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 1,354 | 9 | 0.0% | 0.0% | 234 | +320 | 30.95% | Q1 2026 | May 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,249 | 9 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clean Yield Group | History | No change | 1,259 | 9 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,140 | 8 | 0.0% | 0.0% | 237 | -163 | -12.51% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 1,181 | 8 | 0.0% | 0.0% | 235 | +74 | 6.68% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,204 | 8 | 0.0% | 0.0% | 236 | -56 | -4.44% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 1,103 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,042 | 7 | 0.0% | 0.0% | 241 | -2,357 | -69.34% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | New | 1,043 | 7 | 0.0% | — | 243 | +1,043 | New | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,020 | 7 | 0.0% | — | 242 | +1,020 | New | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | New | 977 | 7 | 0.0% | — | 244 | +977 | New | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | Reduced | 997 | 7 | 0.0% | 0.0% | 240 | -3 | -0.3% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | No change | 1,002 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 883 | 6 | 0.0% | — | 247 | +883 | New | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 836 | 6 | 0.0% | 0.0% | 245 | +211 | 33.76% | Q1 2026 | Apr 21, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 930 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 679 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 714 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 560 | 4 | 0.0% | — | 253 | +560 | New | Q1 2026 | May 08, 2026 |
| Crews Bank & Trust | History | New | 558 | 4 | 0.0% | — | 254 | +558 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 563 | 4 | 0.0% | 0.0% | 252 | +239 | 73.77% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 559 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | No change | 550 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 446 | 3 | 0.0% | 0.0% | 255 | -118 | -20.92% | Q1 2026 | Apr 20, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 525 | 3 | 0.0% | 0.0% | 258 | +45 | 9.38% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 435 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MTM Investment Management, LLC | History | No change | 501 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caldwell Trust Co | History | No change | 469 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arlington Trust Co LLC | History | New | 398 | 2 | 0.0% | — | 264 | +398 | New | Q1 2026 | Apr 08, 2026 |
| GW&K Investment Management, LLC | History | No change | 281 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 354 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | No change | 337 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 333 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Arax Advisory Partners | History | Reduced | 149 | 1 | 0.0% | 0.0% | 267 | -584 | -79.67% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 173 | 1 | 0.0% | 0.0% | 269 | -317 | -64.69% | Q1 2026 | May 11, 2026 |
| Whipplewood Advisors, LLC | History | New | 221 | 1 | 0.0% | — | 274 | +221 | New | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 261 | 1 | 0.0% | — | 265 | +216 | 480.0% | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 268 | 1 | 0.0% | — | 266 | +158 | 143.64% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 151 | 1 | 0.0% | — | 273 | +151 | New | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Added to | 154 | 1 | 0.0% | — | 270 | +76 | 97.44% | Q1 2026 | May 08, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 259 | 1 | 0.0% | 0.0% | 272 | -32 | -11.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 234 | 1 | 0.0% | 0.0% | 271 | +19 | 8.84% | Q1 2026 | Apr 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 184 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 2.87% | — | -2,527,483 | -100.0% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,362,895 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -786,561 | -100.0% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.28% | — | -166,041 | -100.0% | Q1 2026 | May 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -140,686 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -115,710 | -100.0% | Q1 2026 | May 13, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -111,128 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,647 | -100.0% | Q1 2026 | May 01, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,555 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -45,363 | -100.0% | Q1 2026 | May 04, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -40,064 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,653 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,582 | -100.0% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -24,866 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,432 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,940 | -100.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -18,994 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,899 | -100.0% | Q1 2026 | May 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,851 | -100.0% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,657 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,352 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,213 | -100.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,576 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -11,358 | -100.0% | Q1 2026 | May 05, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,241 | -100.0% | Q1 2026 | May 07, 2026 |