FEDERAL AGRICULTURAL MORTGAGE CORP - AGM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANCSHARES INC /MD/ | History | New | 56,747 | 777,033 | 100.0% | — | 1 | +56,747 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 737,546 | 109,412 | 0.0% | 0.0% | 2 | +23,865 | 3.34% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 602,443 | 105,038 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 439,069 | 65,136 | 0.12% | 0.14% | 4 | +2,283 | 0.52% | Q1 2026 | May 01, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 413,073 | 60,754 | 0.01% | 0.01% | 5 | +23,198 | 5.95% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 404,624 | 59,801 | 0.0% | — | 6 | +404,624 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 351,330 | 52,122 | 0.03% | 0.03% | 7 | +39,702 | 12.74% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 323,589 | 48,004 | 0.01% | 0.0% | 8 | +215,856 | 200.36% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 323,373 | 47,972 | 0.02% | 0.03% | 9 | +23,127 | 7.7% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 318,072 | 47,185 | 0.01% | 0.01% | 10 | +55,141 | 20.97% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 277,878 | 41,308 | 0.04% | 0.06% | 11 | -67,673 | -19.58% | Q1 2026 | May 11, 2026 |
| Capital World Investors | History | No change | 275,768 | 40,910 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 266,275 | 39,497 | 0.07% | 0.12% | 13 | -92,633 | -25.81% | Q1 2026 | May 14, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 236,583 | 35,097 | 0.78% | 0.94% | 14 | -4,322 | -1.79% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 229,611 | 34,069 | 0.0% | 0.0% | 15 | +8,488 | 3.84% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 218,503 | 32,414 | 0.04% | 0.05% | 16 | -6,822 | -3.03% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 216,047 | 31,977 | 0.0% | 0.0% | 17 | +4,256 | 2.01% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 214,685 | 31,498 | 0.01% | 0.01% | 18 | -8,977 | -4.01% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 116,438 | 17,273 | 0.0% | 0.0% | 19 | +101,087 | 658.5% | Q1 2026 | May 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 114,705 | 17,016 | 0.95% | 1.09% | 20 | +2,281 | 2.03% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 112,851 | 16,741 | 0.0% | 0.0% | 21 | -3,650 | -3.13% | Q1 2026 | May 14, 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | History | Reduced | 103,743 | 15,390 | 4.44% | 5.64% | 22 | -392 | -0.38% | Q1 2026 | Apr 16, 2026 |
| Matthew 25 Management Corp | History | Added to | 118,000 | 14,504 | 4.82% | 4.96% | 23 | +2,523 | 2.18% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | New | 96,341 | 14,292 | 0.09% | — | 24 | +96,341 | New | Q1 2026 | Jun 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 86,741 | 12,868 | 0.0% | 0.0% | 25 | -11,873 | -12.04% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 75,817 | 11,247 | 0.0% | 0.0% | 26 | +10,721 | 16.47% | Q1 2026 | May 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 73,985 | 10,975 | 0.0% | — | 27 | +73,985 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 68,615 | 10,178 | 0.0% | 0.0% | 28 | +1,417 | 2.11% | Q1 2026 | Jul 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 68,280 | 10,129 | 0.2% | 0.26% | 29 | -2,894 | -4.07% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 67,714 | 10,040 | 0.01% | 0.01% | 30 | +19,922 | 41.68% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 68,949 | 10,023 | 0.0% | — | 31 | +68,949 | New | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Added to | 64,866 | 9,622 | 0.01% | 0.01% | 32 | +19,341 | 42.48% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 64,667 | 9,593 | 0.0% | 0.0% | 33 | +18,530 | 40.16% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,414 | 8,962 | 0.0% | 0.0% | 34 | +478 | 0.8% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,890 | 7,697 | 0.0% | 0.0% | 35 | +18,060 | 53.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 46,943 | 6,964 | 0.0% | 0.0% | 36 | -21,021 | -30.93% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 43,233 | 6,413 | 0.01% | 0.01% | 37 | -5,412 | -11.13% | Q1 2026 | May 08, 2026 |
| Mountain Lake Investment Management LLC | History | New | 42,844 | 6,355 | 4.11% | — | 38 | +42,844 | New | Q1 2026 | May 15, 2026 |
| Empirical Finance, LLC | History | Added to | 41,592 | 6,170 | 0.29% | 0.19% | 39 | +19,217 | 85.89% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 40,940 | 6,073 | 0.0% | 0.01% | 40 | -14,170 | -25.71% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 40,567 | 6,018 | 0.0% | 0.0% | 41 | -1,106 | -2.65% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 40,469 | 6,004 | 0.01% | 0.0% | 42 | +13,142 | 48.09% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,404 | 5,993 | 0.0% | 0.0% | 43 | +16,988 | 72.55% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 39,842 | 5,910 | 0.01% | 0.01% | 44 | +4,453 | 12.58% | Q1 2026 | Apr 24, 2026 |
| Ballast Asset Management, LP | History | Added to | 37,592 | 5,576 | 2.48% | 2.9% | 45 | +2,615 | 7.48% | Q1 2026 | May 07, 2026 |
| Barnett & Company, Inc. | History | Reduced | 37,173 | 5,514 | 4.29% | 5.35% | 46 | -658 | -1.74% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | Reduced | 37,135 | 5,508 | 0.01% | 0.01% | 47 | -6,435 | -14.77% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 35,662 | 5,290 | 0.0% | 0.0% | 48 | +19,738 | 123.95% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Reduced | 33,289 | 4,938 | 0.03% | 0.04% | 49 | -1,710 | -4.89% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 30,469 | 4,520 | 0.0% | 0.0% | 50 | -424 | -1.37% | Q1 2026 | Apr 30, 2026 |
| CSM Advisors, LLC | History | Reduced | 29,380 | 4,357 | 0.11% | 0.14% | 51 | -155 | -0.52% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 27,709 | 4,110 | 0.0% | — | 52 | +27,709 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 27,354 | 4,058 | 0.0% | 0.0% | 53 | -728 | -2.59% | Q1 2026 | May 15, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 27,076 | 4,016 | 0.9% | 1.18% | 54 | +460 | 1.73% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 25,781 | 3,824 | 0.0% | 0.0% | 55 | +12,651 | 96.35% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 25,406 | 3,768 | 0.02% | 0.0% | 56 | +17,716 | 230.38% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,888 | 3,543 | 0.0% | 0.0% | 57 | +919 | 4.0% | Q1 2026 | May 06, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 23,744 | 3,522 | 0.03% | 0.04% | 58 | -903 | -3.66% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 25,115 | 3,444 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 19,108 | 2,834 | 0.0% | 0.01% | 60 | +568 | 3.06% | Q1 2026 | May 14, 2026 |
| Militia Capital Partners, LP | History | No change | 16,000 | 2,809 | 1.07% | 1.07% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pullen Investment Management, LLC | History | Added to | 18,549 | 2,751 | 1.38% | 1.65% | 62 | +733 | 4.11% | Q1 2026 | Apr 15, 2026 |
| Swiss National Bank | History | No change | 18,481 | 2,741 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,158 | 2,545 | 0.0% | 0.0% | 64 | +1,087 | 6.76% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 17,156 | 2,545 | 0.0% | 0.0% | 65 | -522 | -2.95% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,858 | 2,500 | 0.0% | 0.0% | 66 | +967 | 6.09% | Q1 2026 | May 13, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 16,810 | 2,493 | 0.15% | 0.18% | 67 | -97 | -0.57% | Q1 2026 | May 11, 2026 |
| VELA Investment Management, LLC | History | Added to | 16,356 | 2,426 | 0.56% | 0.14% | 68 | +13,064 | 396.84% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 15,724 | 2,332 | 0.0% | 0.0% | 69 | +189 | 1.22% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,459 | 2,293 | 0.02% | — | 70 | +15,459 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 15,042 | 2,231 | 0.0% | 0.0% | 71 | +4,101 | 37.48% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,087 | 2,177 | 0.0% | 0.0% | 72 | -1,397 | -8.47% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 13,251 | 1,965 | 0.0% | 0.0% | 73 | +862 | 6.96% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 12,568 | 1,864 | 0.05% | 0.06% | 74 | -445 | -3.42% | Q1 2026 | Apr 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 11,907 | 1,766 | 0.0% | 0.0% | 75 | +3,275 | 37.94% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,853 | 1,758 | 0.01% | 0.01% | 76 | -60 | -0.5% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,479 | 1,703 | 0.05% | 0.05% | 77 | +1,239 | 12.1% | Q1 2026 | Apr 21, 2026 |
| Aristides Capital LLC | History | No change | 14,131 | 1,681 | 0.36% | 0.34% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,308 | 1,678 | 0.0% | 0.0% | 79 | +1,645 | 17.02% | Q1 2026 | May 15, 2026 |
| Cruiser Capital Advisors, LLC | History | Added to | 10,981 | 1,629 | 0.63% | 1.38% | 80 | +1,732 | 18.73% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,205 | 1,616 | 0.0% | 0.0% | 81 | +302 | 3.39% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,532 | 1,562 | 0.0% | 0.0% | 82 | -605 | -5.43% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 10,413 | 1,545 | 0.1% | — | 83 | +10,413 | New | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | New | 9,140 | 1,355 | 0.01% | — | 84 | +9,140 | New | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 8,000 | 1,186 | 0.27% | — | 85 | +8,000 | New | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 7,972 | 1,182 | 0.0% | 0.0% | 86 | -1,813 | -18.53% | Q1 2026 | May 08, 2026 |
| Applied Capital LLC/FL | History | Added to | 7,944 | 1,178 | 0.56% | 0.78% | 87 | +488 | 6.55% | Q1 2026 | May 07, 2026 |
| PEAK6 LLC | History | Reduced | 7,839 | 1,162 | 0.0% | 0.0% | 88 | -2,661 | -25.34% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,811 | 1,159 | 0.0% | 0.0% | 89 | -2,041 | -20.72% | Q1 2026 | Apr 16, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,204 | 1,051 | 0.0% | — | 90 | +7,204 | New | Q1 2026 | May 08, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Added to | 7,062 | 1,047 | 0.15% | 0.16% | 91 | +1,062 | 17.7% | Q1 2026 | Apr 27, 2026 |
| Verdence Capital Advisors LLC | History | New | 7,014 | 1,040 | 0.06% | — | 92 | +7,014 | New | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,304 | 1,024 | 0.0% | 0.0% | 93 | -90 | -1.22% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 6,561 | 973 | 0.0% | — | 94 | +6,561 | New | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Added to | 6,396 | 948 | 0.0% | 0.0% | 95 | +589 | 10.14% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 6,245 | 926 | 0.0% | — | 96 | +6,245 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | New | 5,526 | 814 | 0.0% | — | 97 | +5,526 | New | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,366 | 796 | 0.0% | 0.0% | 98 | -523 | -8.88% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,299 | 786 | 0.0% | 0.0% | 99 | -14,418 | -73.12% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 5,187 | 769 | 0.0% | 0.0% | 100 | +114 | 2.25% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,329 | 760 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,078 | 753 | 0.0% | 0.0% | 102 | +2,499 | 96.9% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,996 | 741 | 0.0% | 0.0% | 103 | -1,386 | -21.72% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,958 | 736 | 0.0% | 0.0% | 104 | -358 | -6.73% | Q1 2026 | Apr 30, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 4,900 | 726 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,772 | 707 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 4,724 | 700 | 0.0% | 0.0% | 107 | -2,074 | -30.51% | Q1 2026 | May 11, 2026 |
| Centiva Capital, LP | History | New | 4,656 | 690 | 0.01% | — | 108 | +4,656 | New | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 4,567 | 677 | 0.08% | 0.09% | 109 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 4,518 | 670 | 0.0% | 0.0% | 110 | -93 | -2.02% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 4,489 | 665 | 0.06% | — | 111 | +4,489 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,377 | 649 | 0.0% | 0.0% | 113 | +543 | 14.16% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,376 | 649 | 0.0% | 0.0% | 112 | +32 | 0.74% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 4,178 | 619 | 0.0% | 0.0% | 114 | -5,430 | -56.52% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,161 | 617 | 0.01% | 0.01% | 115 | -204 | -4.67% | Q1 2026 | Apr 20, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 4,080 | 605 | 0.25% | 0.29% | 116 | +50 | 1.24% | Q1 2026 | Apr 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 4,036 | 598 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| &PARTNERS | History | Reduced | 3,836 | 569 | 0.0% | 0.0% | 118 | -439 | -10.27% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 3,732 | 553 | 0.01% | — | 120 | +3,732 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 3,733 | 553 | 0.0% | 0.0% | 119 | +2,289 | 158.52% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 3,651 | 541 | 0.01% | — | 121 | +3,651 | New | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 3,596 | 533 | 0.0% | — | 122 | +3,596 | New | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,585 | 532 | 0.0% | 0.0% | 123 | +650 | 22.15% | Q1 2026 | Apr 22, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,500 | 519 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 3,375 | 500 | 0.01% | — | 125 | +3,375 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,277 | 486 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,070 | 455 | 0.02% | 0.02% | 127 | -12 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 3,070 | 455 | 0.06% | 0.08% | 128 | -12 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,034 | 450 | 0.0% | 0.0% | 129 | +296 | 10.81% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,870 | 425 | 0.0% | 0.01% | 130 | -2,049 | -41.65% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,859 | 424 | 0.0% | 0.0% | 131 | +269 | 10.39% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | No change | 2,850 | 422 | 0.07% | 0.08% | 132 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Arizona State Retirement System | History | Reduced | 2,578 | 382 | 0.0% | 0.0% | 133 | -45 | -1.72% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,581 | 382 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 2,155 | 378 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,532 | 376 | 0.0% | 0.01% | 136 | -17,155 | -87.14% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,464 | 365 | 0.0% | 0.0% | 137 | +2,264 | 1132.0% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,348 | 348 | 0.0% | 0.0% | 138 | -111 | -4.51% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,274 | 337 | 0.01% | 0.01% | 139 | -555 | -19.62% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,131 | 316 | 0.0% | — | 141 | +2,131 | New | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,132 | 316 | 0.01% | 0.01% | 140 | +2 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 2,130 | 315 | 0.05% | — | 142 | +2,130 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,100 | 311 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Daytona Street Capital LLC | History | No change | 2,000 | 299 | 0.23% | 0.27% | 144 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,948 | 288 | 0.01% | 0.01% | 145 | -10 | -0.51% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 1,826 | 271 | 0.0% | 0.01% | 146 | -1,770 | -49.22% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Added to | 1,790 | 265 | 0.08% | 0.12% | 148 | +82 | 4.8% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,791 | 265 | 0.0% | 0.0% | 147 | +78 | 4.55% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,782 | 264 | 0.0% | 0.0% | 149 | +104 | 6.2% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 1,720 | 255 | 0.0% | 0.0% | 150 | +236 | 15.9% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 1,691 | 250 | 0.0% | 0.0% | 151 | +107 | 6.76% | Q1 2026 | May 05, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 1,685 | 249 | 0.12% | 0.14% | 152 | +36 | 2.18% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,658 | 245 | 0.0% | 0.0% | 153 | -23 | -1.37% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 1,606 | 238 | 0.0% | 0.0% | 155 | -342,011 | -99.53% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 2,000 | 238 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Reduced | 1,587 | 235 | 0.0% | 0.0% | 156 | -146 | -8.42% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,560 | 231 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,530 | 226 | 0.0% | — | 158 | +1,530 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,436 | 213 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,413 | 210 | 0.0% | 0.0% | 160 | -315 | -18.23% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 1,413 | 209 | 0.02% | 0.02% | 161 | +25 | 1.8% | Q1 2026 | Apr 20, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 1,396 | 207 | 0.03% | 0.04% | 163 | -44 | -3.06% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,398 | 207 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 1,396 | 207 | 0.03% | 0.04% | 164 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,325 | 197 | 0.0% | 0.0% | 165 | +20 | 1.53% | Q1 2026 | May 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 9,000 | 176 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aquatic Capital Management LLC | History | New | 1,083 | 160 | 0.0% | — | 168 | +1,083 | New | Q1 2026 | May 15, 2026 |
| Byrne Asset Management LLC | History | Added to | 1,083 | 160 | 0.09% | 0.09% | 167 | +101 | 10.29% | Q1 2026 | Apr 02, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 820 | 121 | 0.01% | 0.01% | 169 | -210 | -20.39% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 813 | 117 | 0.0% | 0.01% | 170 | +53 | 6.97% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 780 | 115 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 742 | 110 | 0.01% | 0.01% | 172 | -168 | -18.46% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 719 | 106 | 0.0% | 0.0% | 173 | -14 | -1.91% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 672 | 99 | 0.0% | 0.0% | 174 | -18 | -2.61% | Q1 2026 | May 15, 2026 |
| McMillan Office, Inc. | History | No change | 5,300 | 93 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 632 | 92 | 0.0% | 0.0% | 176 | +582 | 1164.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 568 | 84 | 0.0% | 0.0% | 177 | -52 | -8.39% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 469 | 82 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 506 | 74 | 0.0% | 0.0% | 179 | -115 | -18.52% | Q1 2026 | Jun 02, 2026 |
| Advisory Services Network, LLC | History | New | 441 | 65 | 0.0% | — | 181 | +441 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 441 | 65 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 394 | 58 | 0.0% | 0.01% | 182 | -1,205 | -75.36% | Q1 2026 | Apr 14, 2026 |
| KBC Group NV | History | No change | 382 | 57 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 341 | 50 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 315 | 46 | 0.0% | 0.0% | 185 | -2 | -0.63% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 267 | 40 | 0.0% | 0.0% | 186 | +51 | 23.61% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 257 | 38 | 0.0% | 0.0% | 187 | +45 | 21.23% | Q1 2026 | Apr 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 212 | 31 | 0.0% | 0.06% | 188 | -15,943 | -98.69% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 204 | 30 | 0.0% | — | 189 | +204 | New | Q1 2026 | May 08, 2026 |
| City State Bank | History | No change | 200 | 29 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 161 | 27 | 0.0% | 0.0% | 192 | +5 | 3.21% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | No change | 185 | 27 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 150 | 22 | 0.0% | 0.0% | 193 | +30 | 25.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 142 | 21 | 0.0% | 0.0% | 194 | -226 | -61.41% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 132 | 19 | 0.0% | 0.0% | 195 | -150 | -53.19% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 118 | 17 | 0.0% | 0.0% | 197 | -210 | -64.02% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 118 | 17 | 0.0% | 0.0% | 196 | +17 | 16.83% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 116 | 16 | 0.0% | 0.0% | 198 | -82 | -41.41% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 106 | 16 | 0.0% | 0.0% | 199 | +2 | 1.92% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 89 | 15 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 100 | 14 | 0.0% | 0.0% | 201 | -55 | -35.48% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 94 | 13 | 0.01% | 0.01% | 202 | -4 | -4.08% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 83 | 12 | 0.0% | 0.0% | 203 | -20 | -19.42% | Q1 2026 | Apr 22, 2026 |
| Elequin Capital, LP | History | New | 75 | 11 | 0.0% | — | 207 | +75 | New | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Added to | 76 | 11 | 0.01% | 0.0% | 206 | +57 | 300.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | No change | 79 | 11 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 79 | 11 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 55 | 8 | 0.0% | — | 209 | +55 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 55 | 8 | 0.0% | 0.0% | 208 | +5 | 10.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 43 | 6 | 0.0% | 0.0% | 213 | +9 | 26.47% | Q1 2026 | Apr 06, 2026 |
| Hughes Financial Services, LLC | History | Added to | 44 | 6 | 0.0% | 0.0% | 214 | +1 | 2.33% | Q1 2026 | Apr 29, 2026 |
| UMB Bank, n.a. | History | No change | 41 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 45 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | Added to | 34 | 5 | 0.0% | 0.0% | 215 | +8 | 30.77% | Q1 2026 | Jun 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 38 | 5 | 0.0% | 0.0% | 216 | +8 | 26.67% | Q1 2026 | Apr 24, 2026 |
| Caldwell Trust Co | History | No change | 39 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Whipplewood Advisors, LLC | History | New | 32 | 4 | 0.0% | — | 220 | +32 | New | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 28 | 4 | 0.0% | — | 219 | +28 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 27 | 4 | 0.0% | 0.0% | 218 | -8 | -22.86% | Q1 2026 | May 06, 2026 |
| JDM Financial Group LLC | History | New | 22 | 3 | 0.0% | — | 222 | +22 | New | Q1 2026 | May 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Reduced | 17 | 2 | 0.0% | 0.0% | 227 | -18 | -51.43% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 17 | 2 | 0.0% | 0.0% | 223 | +9 | 112.5% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 19 | 2 | 0.0% | 0.0% | 225 | -4 | -17.39% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 20 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Piscataqua Savings Bank | History | No change | 20 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 13 | 1 | 0.0% | — | 233 | +13 | New | Q1 2026 | Apr 17, 2026 |
| Versant Capital Management, Inc | History | New | 8 | 1 | 0.0% | — | 234 | +8 | New | Q1 2026 | Apr 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 229 | -2 | -22.22% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MidFirst Bank | History | No change | 7 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 3.01% | — | -44,500 | -100.0% | Q1 2026 | May 15, 2026 |
| CROWN ADVISORS MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 4.04% | — | -35,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,262 | -100.0% | Q1 2026 | May 07, 2026 |
| Riverwater Partners LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -10,160 | -100.0% | Q1 2026 | May 07, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,617 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -5,589 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,238 | -100.0% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -2,375 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,639 | -100.0% | Q1 2026 | May 04, 2026 |
| Ipswich Investment Management Co., Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,520 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,366 | -100.0% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,338 | -100.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,277 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,242 | -100.0% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,238 | -100.0% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,237 | -100.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,236 | -100.0% | Q1 2026 | May 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,219 | -100.0% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,183 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,142 | -100.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -835 | -100.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -750 | -100.0% | Q1 2026 | May 05, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -711 | -100.0% | Q1 2026 | May 12, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -350 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | May 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 06, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -6 | -85.71% | Q1 2026 | May 07, 2026 |
| BAYBAN | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | Reduced | 3 | 0 | — | 0.0% | — | -3 | -50.0% | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |