Atlas Energy Solutions Inc. - AESI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 11,490,854 | 150,760 | 0.0% | 0.0% | 1 | -1,661,483 | -12.63% | Q1 2026 | May 13, 2026 |
| Encompass Capital Advisors LLC | History | New | 9,135,182 | 119,853 | 3.59% | — | 2 | +9,135,182 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 8,008,272 | 75,437 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,846,431 | 63,585 | 0.0% | — | 4 | +4,846,431 | New | Q1 2026 | May 08, 2026 |
| COOPERMAN LEON G | History | Reduced | 4,083,175 | 53,571 | 1.76% | 1.58% | 5 | -970,299 | -19.2% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,530,536 | 46,320 | 0.0% | — | 6 | +3,530,536 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,358,027 | 44,057 | 0.0% | 0.0% | 7 | +115,915 | 3.58% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 3,149,891 | 41,326 | 0.14% | 0.11% | 8 | -199,616 | -5.96% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 2,563,334 | 33,631 | 0.02% | 0.01% | 9 | -28,338 | -1.09% | Q1 2026 | May 18, 2026 |
| COOKE & BIELER LP | History | Reduced | 2,515,894 | 33,008 | 0.37% | 0.41% | 10 | -1,670,349 | -39.9% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,464,227 | 32,330 | 0.01% | 0.01% | 11 | +581,185 | 30.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,359,972 | 30,962 | 0.0% | 0.0% | 12 | +189,317 | 8.72% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,864,142 | 24,462 | 0.0% | 0.0% | 13 | +36,454 | 1.99% | Q1 2026 | May 15, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 1,856,087 | 24,351 | 2.69% | 1.91% | 14 | -169,857 | -8.38% | Q1 2026 | Apr 30, 2026 |
| Pine Ridge Advisers LLC | History | No change | 1,844,036 | 24,193 | 1.49% | 1.04% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,805,363 | 23,686 | 0.0% | 0.0% | 16 | +609,757 | 51.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,502,480 | 19,712 | 0.0% | 0.0% | 17 | +167,758 | 12.57% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,480,867 | 19,428 | 0.0% | 0.0% | 18 | +333,013 | 29.01% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,402,135 | 18,396 | 0.0% | 0.0% | 19 | +516,999 | 58.41% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,358,926 | 17,829 | 0.0% | 0.0% | 20 | +209,271 | 18.2% | Q1 2026 | May 15, 2026 |
| Nixon Capital, LLC | History | Reduced | 1,195,190 | 15,680 | 5.36% | 2.98% | 21 | -2,638 | -0.22% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,086,254 | 14,251 | 0.64% | 0.45% | 22 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 953,958 | 12,515 | 1.65% | 1.29% | 23 | -37,000 | -3.73% | Q1 2026 | May 11, 2026 |
| CenterBook Partners LP | History | Added to | 924,938 | 12,135 | 0.65% | 0.14% | 24 | +619,784 | 203.11% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 903,662 | 11,856 | 0.0% | 0.0% | 25 | +100,608 | 12.53% | Q1 2026 | May 15, 2026 |
| CDC Financial, Inc. | History | Reduced | 848,091 | 11,126 | 7.08% | 3.85% | 26 | -24,000 | -2.75% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 820,322 | 10,762 | 0.23% | 0.25% | 27 | -434,670 | -34.64% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 772,838 | 10,139 | 0.0% | 0.0% | 28 | +29,186 | 3.92% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 721,753 | 9,469 | 0.0% | 0.0% | 29 | +32,742 | 4.75% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 713,388 | 9,359 | 0.07% | 0.05% | 30 | -75,561 | -9.58% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 653,256 | 8,570 | 0.0% | 0.0% | 31 | +635,692 | 3619.29% | Q1 2026 | May 12, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 633,029 | 8,305 | 1.2% | 1.01% | 32 | -125,358 | -16.53% | Q1 2026 | May 13, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 627,945 | 8,238 | 0.75% | 0.51% | 33 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 625,487 | 8,206 | 0.18% | 0.28% | 34 | -703,450 | -52.93% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 585,953 | 7,687 | 0.0% | 0.0% | 35 | -263,306 | -31.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 526,613 | 6,909 | 0.0% | 0.0% | 36 | +236,010 | 81.21% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 525,301 | 6,891 | 0.01% | 0.01% | 37 | +171,188 | 48.34% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 512,720 | 6,726 | 0.0% | — | 38 | +512,720 | New | Q1 2026 | May 08, 2026 |
| SIR Capital Management, L.P. | History | New | 442,690 | 5,808 | 0.54% | — | 39 | +442,690 | New | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 434,112 | 5,695 | 0.05% | 0.02% | 40 | +204,962 | 89.44% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 428,502 | 5,621 | 0.0% | 0.0% | 41 | -12,473 | -2.83% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 384,008 | 5,038 | 0.01% | 0.01% | 42 | +39,401 | 11.43% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 383,575 | 5,032 | 0.0% | 0.0% | 43 | +261,318 | 213.74% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 375,286 | 4,923 | 0.0% | 0.0% | 44 | +7,906 | 2.15% | Q1 2026 | May 04, 2026 |
| Simcoe Capital LLC | History | Added to | 332,455 | 4,361 | 4.0% | 2.43% | 45 | +58,700 | 21.44% | Q1 2026 | May 08, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 319,844 | 4,196 | 0.07% | 0.05% | 46 | -2,292 | -0.71% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 305,580 | 4,009 | 0.0% | 0.0% | 47 | +91,535 | 42.76% | Q1 2026 | May 15, 2026 |
| Manatuck Hill Partners, LLC | History | Added to | 302,000 | 3,962 | 1.07% | 0.76% | 48 | +72,000 | 31.3% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 292,722 | 3,840 | 0.0% | 0.01% | 49 | -930,611 | -76.07% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 286,348 | 3,756 | 0.0% | 0.0% | 50 | -145,429 | -33.68% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 279,807 | 3,671 | 0.01% | — | 51 | +279,807 | New | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 275,018 | 3,608 | 0.01% | 0.01% | 52 | +9,196 | 3.46% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 274,837 | 3,605 | 0.0% | 0.0% | 53 | +31,977 | 13.17% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 270,353 | 3,547 | 0.0% | 0.0% | 54 | +62,965 | 30.36% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Reduced | 258,289 | 3,388 | 0.01% | 0.01% | 55 | -11,889 | -4.4% | Q1 2026 | May 13, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 252,000 | 3,306 | 0.27% | 0.16% | 56 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 224,126 | 2,940 | 0.0% | 0.0% | 57 | +799 | 0.36% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Added to | 194,243 | 2,548 | 0.01% | 0.0% | 58 | +131,463 | 209.4% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 188,728 | 2,476 | 0.0% | 0.0% | 59 | +35,167 | 22.9% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 187,080 | 2,454 | 0.0% | 0.0% | 60 | -231,292 | -55.28% | Q1 2026 | May 15, 2026 |
| Argentarii, LLC | History | Added to | 181,293 | 2,378 | 0.83% | 0.51% | 61 | +15,249 | 9.18% | Q1 2026 | May 12, 2026 |
| Boston Partners | History | Reduced | 179,765 | 2,358 | 0.0% | 0.0% | 62 | -26,402 | -12.81% | Q1 2026 | May 11, 2026 |
| SG Capital Management LLC | History | New | 175,000 | 2,296 | 0.15% | — | 63 | +175,000 | New | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Added to | 171,614 | 2,251 | 0.01% | 0.0% | 64 | +90,614 | 111.87% | Q1 2026 | May 15, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 162,440 | 2,131 | 0.26% | 0.17% | 65 | -190 | -0.12% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 160,000 | 2,099 | 0.07% | 0.04% | 66 | +35,000 | 28.0% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Added to | 151,755 | 1,991 | 0.05% | 0.04% | 67 | +594 | 0.39% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 150,708 | 1,977 | 0.0% | 0.0% | 68 | -5,706 | -3.65% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 150,000 | 1,968 | 0.0% | — | 69 | +150,000 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 142,416 | 1,868 | 0.0% | 0.0% | 70 | -6,493 | -4.36% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 138,556 | 1,817 | 0.0% | 0.0% | 71 | -129,730 | -48.36% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 135,980 | 1,784 | 0.0% | 0.0% | 72 | +94,119 | 224.84% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 131,207 | 1,721 | 0.01% | 0.01% | 73 | +67,188 | 104.95% | Q1 2026 | May 15, 2026 |
| Orvieto Partners, L.P. | History | Added to | 130,000 | 1,705 | 1.46% | 0.76% | 74 | +30,000 | 30.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 126,169 | 1,655 | 0.01% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 111,193 | 1,458 | 0.07% | — | 76 | +111,193 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 109,916 | 1,443 | 0.0% | 0.0% | 77 | +13,332 | 13.8% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 106,562 | 1,398 | 0.0% | 0.0% | 78 | -19,659 | -15.58% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 105,126 | 1,379 | 0.0% | 0.0% | 79 | -2,735 | -2.54% | Q1 2026 | Apr 27, 2026 |
| CoreCommodity Management, LLC | History | New | 99,010 | 1,299 | 0.24% | — | 80 | +99,010 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 97,600 | 1,280 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Added to | 97,279 | 1,276 | 0.0% | 0.0% | 82 | +31,967 | 48.95% | Q1 2026 | May 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 95,844 | 1,257 | 0.09% | 0.04% | 83 | +39,439 | 69.92% | Q1 2026 | May 13, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 90,000 | 1,180 | 0.27% | 0.24% | 84 | -16,169 | -15.23% | Q1 2026 | May 15, 2026 |
| Austin Asset Management Co Inc | History | No change | 90,000 | 1,180 | 0.19% | 0.14% | 85 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 89,747 | 1,177 | 0.04% | — | 87 | +89,747 | New | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 89,768 | 1,177 | 0.0% | 0.0% | 86 | -31,245 | -25.82% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 89,175 | 1,169 | 0.0% | 0.0% | 88 | -28,520 | -24.23% | Q1 2026 | May 13, 2026 |
| Aventail Capital Group, LP | History | New | 84,281 | 1,105 | 0.05% | — | 89 | +84,281 | New | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 83,760 | 1,098 | 0.01% | 0.01% | 90 | +318 | 0.38% | Q1 2026 | May 15, 2026 |
| Steadtrust LLC | History | No change | 80,000 | 1,049 | 0.59% | 0.46% | 91 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 76,865 | 1,008 | 0.0% | 0.0% | 92 | +7,370 | 10.61% | Q1 2026 | May 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 57,916 | 1,006 | 0.05% | — | 93 | +57,916 | New | Q1 2026 | May 15, 2026 |
| Orchard Capital Management, LLC | History | No change | 74,249 | 974 | 1.02% | 0.61% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 73,497 | 964 | 0.0% | 0.0% | 95 | +12,066 | 19.64% | Q1 2026 | May 06, 2026 |
| Cumberland Partners Ltd | History | Reduced | 72,700 | 953 | 0.07% | 0.05% | 96 | -7,400 | -9.24% | Q1 2026 | May 14, 2026 |
| Palogic Value Management, L.P. | History | Added to | 71,300 | 935 | 0.39% | 0.18% | 97 | +25,000 | 54.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 71,068 | 932 | 0.01% | — | 98 | +71,068 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 69,275 | 910 | 0.0% | 0.0% | 99 | -3,351 | -4.61% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 69,000 | 905 | 0.0% | 0.0% | 100 | -732,164 | -91.39% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 66,536 | 874 | 0.0% | 0.0% | 101 | +4,705 | 7.61% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 63,342 | 831 | 0.0% | 0.0% | 102 | -140,048 | -68.86% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 60,932 | 799 | 0.23% | 0.08% | 103 | +30,214 | 98.36% | Q1 2026 | Apr 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 58,801 | 771 | 0.0% | 0.0% | 104 | +36,332 | 161.7% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | New | 57,845 | 759 | 0.0% | — | 105 | +57,845 | New | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 56,082 | 735 | 0.0% | 0.01% | 106 | -101,012 | -64.3% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 72,580 | 683 | 0.0% | 0.0% | 107 | -25,092 | -25.69% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 51,308 | 673 | 0.0% | 0.0% | 108 | -1,512 | -2.86% | Q1 2026 | May 01, 2026 |
| IMC-Chicago, LLC | History | Added to | 50,500 | 662 | 0.0% | 0.0% | 109 | +19,300 | 61.86% | Q1 2026 | May 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 50,000 | 656 | 0.04% | 0.05% | 110 | -50,000 | -50.0% | Q1 2026 | May 11, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 69,351 | 653 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 48,554 | 637 | 0.0% | 0.0% | 112 | +25,463 | 110.27% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 46,240 | 606 | 0.0% | 0.0% | 113 | -578 | -1.23% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 44,955 | 589 | 0.02% | 0.02% | 114 | -13,716 | -23.38% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 43,500 | 570 | 0.0% | 0.0% | 115 | -42,474 | -49.4% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 41,746 | 547 | 0.0% | 0.0% | 116 | -363 | -0.86% | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | New | 38,990 | 511 | 0.0% | — | 117 | +38,990 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 37,945 | 497 | 0.01% | 0.0% | 118 | -1,195 | -3.05% | Q1 2026 | Apr 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 37,167 | 487 | 0.01% | 0.0% | 119 | +15,286 | 69.86% | Q1 2026 | May 13, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 36,634 | 480 | 0.55% | 0.45% | 120 | -6,196 | -14.47% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Reduced | 36,537 | 479 | 0.02% | 0.02% | 121 | -19,849 | -35.2% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 36,427 | 477 | 0.0% | 0.0% | 122 | +379 | 1.05% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 35,617 | 467 | 0.0% | 0.0% | 123 | +14,533 | 68.93% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 35,474 | 465 | 0.0% | 0.0% | 124 | -1,496 | -4.05% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | New | 35,098 | 460 | 0.02% | — | 125 | +35,098 | New | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | New | 34,680 | 455 | 0.01% | — | 126 | +34,680 | New | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 34,100 | 447 | 0.01% | 0.01% | 127 | -1,100 | -3.13% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,691 | 442 | 0.0% | 0.0% | 128 | +12,511 | 59.07% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 33,520 | 439 | 0.0% | 0.0% | 129 | -1,266 | -3.64% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 32,924 | 431 | 0.0% | 0.0% | 130 | -55,307 | -62.68% | Q1 2026 | May 11, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 32,050 | 420 | 0.26% | 0.18% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 31,186 | 409 | 0.01% | — | 132 | +31,186 | New | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 31,054 | 407 | 0.0% | — | 133 | +31,054 | New | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 42,783 | 403 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,972 | 393 | 0.0% | — | 135 | +29,972 | New | Q1 2026 | May 08, 2026 |
| GREENLEAF TRUST | History | Reduced | 29,671 | 389 | 0.0% | 0.0% | 136 | -163 | -0.55% | Q1 2026 | Apr 27, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 28,000 | 367 | 0.0% | 0.0% | 137 | +7,525 | 36.75% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | No change | 26,164 | 343 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | New | 26,044 | 341 | 0.0% | — | 140 | +26,044 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 26,020 | 341 | 0.01% | 0.01% | 139 | +2,433 | 10.32% | Q1 2026 | Apr 24, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 25,405 | 333 | 0.04% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 23,966 | 314 | 0.0% | 0.0% | 142 | +1,364 | 6.03% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,850 | 299 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Added to | 22,157 | 291 | 0.0% | 0.0% | 144 | +79 | 0.36% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,405 | 280 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 21,094 | 276 | 0.0% | 0.0% | 146 | +1,357 | 6.88% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,829 | 273 | 0.0% | 0.0% | 147 | -12,121 | -36.79% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 20,458 | 268 | 0.0% | 0.0% | 148 | +144 | 0.71% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 20,101 | 263 | 0.0% | — | 149 | +20,101 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,868 | 260 | 0.0% | 0.0% | 150 | +698 | 3.64% | Q1 2026 | May 08, 2026 |
| Bridgefront Capital, LLC | History | New | 19,150 | 251 | 0.06% | — | 151 | +19,150 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 19,009 | 249 | 0.0% | 0.0% | 152 | -21 | -0.11% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,735 | 245 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,987 | 235 | 0.0% | 0.0% | 154 | +17,662 | 5434.46% | Q1 2026 | May 01, 2026 |
| Bayforest Capital Ltd | History | New | 17,776 | 233 | 0.26% | — | 155 | +17,776 | New | Q1 2026 | Apr 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 17,600 | 230 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 17,390 | 228 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 16,715 | 219 | 0.0% | — | 158 | +16,715 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,731 | 206 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,398 | 202 | 0.0% | 0.0% | 160 | +472 | 3.16% | Q1 2026 | May 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 14,766 | 193 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AlphaQuest LLC | History | No change | 19,650 | 185 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,771 | 180 | 0.0% | 0.0% | 163 | +1,564 | 12.81% | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 13,608 | 178 | 0.0% | 0.0% | 164 | -1 | -0.01% | Q1 2026 | May 01, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 13,490 | 176 | 0.0% | 0.0% | 165 | -351 | -2.54% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 12,672 | 166 | 0.0% | 0.0% | 166 | -1,705,057 | -99.26% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,641 | 165 | 0.0% | 0.0% | 167 | -31 | -0.24% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,073 | 158 | 0.0% | 0.0% | 168 | -3,010 | -19.96% | Q1 2026 | Apr 24, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 12,017 | 157 | 0.01% | — | 169 | +12,017 | New | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Added to | 11,865 | 155 | 0.02% | 0.02% | 170 | +1,153 | 10.76% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 11,672 | 153 | 0.0% | — | 171 | +11,672 | New | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | New | 11,493 | 150 | 0.0% | — | 173 | +11,493 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 11,434 | 150 | 0.0% | 0.0% | 172 | +259 | 2.32% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 11,029 | 144 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,900 | 143 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Inscription Capital, LLC | History | New | 10,783 | 141 | 0.01% | — | 176 | +10,783 | New | Q1 2026 | Apr 20, 2026 |
| WINTON GROUP Ltd | History | New | 10,400 | 136 | 0.0% | — | 177 | +10,400 | New | Q1 2026 | May 12, 2026 |
| Abel Hall, LLC | History | New | 10,008 | 131 | 0.03% | — | 180 | +10,008 | New | Q1 2026 | Apr 28, 2026 |
| Corient IA LLC | History | New | 10,000 | 131 | 0.12% | — | 181 | +10,000 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,048 | 131 | 0.0% | 0.0% | 178 | +8,445 | 526.82% | Q1 2026 | May 15, 2026 |
| Shay Capital LLC | History | No change | 10,000 | 131 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,304 | 122 | 0.02% | 0.01% | 182 | +85 | 0.92% | Q1 2026 | May 15, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 7,688 | 100 | 0.0% | 0.18% | 183 | -1,302,958 | -99.41% | Q1 2026 | May 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,487 | 85 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 5,585 | 73 | 0.0% | — | 185 | +5,585 | New | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,606 | 60 | 0.0% | 0.0% | 186 | +401 | 9.54% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 4,186 | 54 | 0.0% | 0.0% | 187 | +2,605 | 164.77% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,773 | 49 | 0.0% | 0.0% | 188 | +273 | 7.8% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | New | 3,634 | 47 | 0.01% | — | 189 | +3,634 | New | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,534 | 46 | 0.01% | 0.0% | 190 | +3,380 | 2194.81% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,615 | 34 | 0.0% | 0.0% | 191 | +2,376 | 994.14% | Q1 2026 | Apr 06, 2026 |
| Arlington Trust Co LLC | History | New | 2,458 | 32 | 0.0% | — | 192 | +2,458 | New | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Added to | 2,101 | 27 | 0.0% | 0.0% | 193 | +1,382 | 192.21% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,426 | 22 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,550 | 20 | 0.0% | 0.0% | 196 | -219 | -12.38% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | No change | 1,525 | 20 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,304 | 17 | 0.0% | — | 198 | +1,253 | 2456.86% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,312 | 17 | 0.0% | 0.0% | 197 | -138 | -9.52% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,365 | 17 | 0.0% | 0.0% | 199 | +34 | 2.55% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,088 | 14 | 0.0% | 0.0% | 201 | -558 | -33.9% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,080 | 14 | 0.0% | 0.0% | 200 | +272 | 33.66% | Q1 2026 | Apr 28, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 1,000 | 13 | 0.01% | 0.02% | 204 | -2,000 | -66.67% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,033 | 13 | 0.0% | 0.0% | 202 | +493 | 91.3% | Q1 2026 | Apr 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,045 | 13 | 0.0% | 0.0% | 203 | -8 | -0.76% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 970 | 12 | 0.0% | 0.0% | 205 | -486 | -33.38% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | New | 908 | 11 | 0.0% | — | 206 | +908 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 699 | 9 | 0.0% | 0.0% | 207 | +386 | 123.32% | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 617 | 7 | 0.0% | 0.0% | 210 | +131 | 26.95% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 618 | 7 | 0.0% | 0.0% | 211 | -128 | -17.16% | Q1 2026 | Apr 07, 2026 |
| Hurley Capital, LLC | History | No change | 562 | 7 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 590 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Added to | 491 | 6 | 0.0% | 0.0% | 212 | +68 | 16.08% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 399 | 5 | 0.0% | — | 214 | +399 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 455 | 5 | 0.0% | 0.0% | 213 | -358 | -44.03% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | No change | 360 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | New | 300 | 3 | 0.0% | — | 224 | +300 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 253 | 3 | 0.0% | — | 218 | +250 | 8333.33% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 293 | 3 | 0.0% | — | 221 | +189 | 181.73% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 302 | 3 | 0.0% | 0.0% | 216 | -48 | -13.71% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 290 | 3 | 0.0% | 0.0% | 220 | +1 | 0.35% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 250 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 280 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 247 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| City State Bank | History | No change | 300 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 157 | 2 | 0.0% | — | 227 | +157 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 203 | 2 | 0.0% | — | 226 | +98 | 93.33% | Q1 2026 | Apr 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 193 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 58 | 1 | 0.0% | 0.01% | 231 | -1,873 | -97.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 98 | 1 | 0.0% | — | 233 | +98 | New | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 110 | 1 | 0.0% | — | 228 | +50 | 83.33% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Added to | 40 | 1 | 0.0% | — | 229 | +28 | 233.33% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Added to | 106 | 1 | 0.0% | — | 230 | +16 | 17.78% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 111 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,655,363 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -802,760 | -100.0% | Q1 2026 | May 07, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 1.53% | — | -757,316 | -100.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -650,912 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -266,109 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216,300 | -100.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -180,554 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -133,161 | -100.0% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.07% | — | -101,500 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,440 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -85,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -78,081 | -100.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -58,235 | -100.0% | Q1 2026 | May 08, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -46,465 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -44,998 | -100.0% | Q1 2026 | May 11, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.0% | — | -34,754 | -100.0% | Q1 2026 | May 05, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,627 | -100.0% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -22,080 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Clearline Capital LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,365 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,448 | -100.0% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -11,938 | -100.0% | Q1 2026 | May 14, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,824 | -100.0% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,057 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -5,297 | -100.0% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -572 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WPG Advisers, LLC | History | Reduced | 35 | 0 | — | — | — | -59 | -62.77% | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | New | 49 | 0 | — | — | — | +49 | New | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 45 | 0 | — | — | — | +45 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 35 | 0 | — | — | — | -30 | -46.15% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 10 | 0 | — | — | — | -28 | -73.68% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Reduced | 43 | 0 | — | — | — | -23 | -34.85% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 9 | 0 | — | — | — | -6 | -40.0% | Q1 2026 | Apr 16, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |