AGNC Investment Corp. - AGNC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 97,745,127 | 1,047,827 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 60,420,012 | 606,012 | 0.01% | 0.01% | 2 | -684,844 | -1.12% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 49,402,041 | 495,502 | 0.01% | — | 3 | +49,402,041 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 44,901,292 | 450,359 | 0.02% | — | 4 | +44,901,292 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 23,104,217 | 231,735 | 0.03% | 0.02% | 5 | +13,447,886 | 139.26% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 20,892,908 | 209,605 | 0.01% | 0.02% | 6 | -8,204,833 | -28.2% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 19,069,168 | 193,531 | 0.01% | 0.01% | 7 | +823,229 | 4.51% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 13,230,430 | 141,830 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PharVision Advisers, LLC | History | New | 14,007 | 140,490 | 1.43% | — | 9 | +14,007 | New | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 12,695,770 | 127,338 | 1.13% | 0.65% | 10 | +7,146,414 | 128.78% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,592,657 | 116,274 | 0.01% | 0.01% | 11 | +645,999 | 5.9% | Q1 2026 | May 15, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 9,694,264 | 97,233 | 1.9% | 2.06% | 12 | +171,732 | 1.8% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 8,658,310 | 86,842 | 0.01% | 0.01% | 13 | -2,192,167 | -20.2% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 7,797,030 | 78,204 | 0.09% | 0.0% | 14 | +7,721,197 | 10181.84% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 7,715,742 | 77,388 | 0.01% | 0.01% | 15 | +625,799 | 8.83% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 7,470,390 | 74,928 | 0.05% | 0.04% | 16 | +357,692 | 5.03% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 7,271,796 | 72,936 | 0.0% | 0.0% | 17 | -219,789 | -2.93% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,074,785 | 70,960 | 0.01% | 0.01% | 18 | +445,916 | 6.73% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 6,867,761 | 68,883 | 0.02% | — | 19 | +6,867,761 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,637,650 | 66,575 | 0.03% | 0.01% | 20 | +4,645,218 | 233.14% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,228,785 | 62,474 | 0.01% | 0.01% | 21 | +2,135,717 | 52.18% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 5,752,000 | 57,692 | 0.02% | 0.01% | 22 | +3,318,183 | 136.34% | Q1 2026 | May 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 4,427,390 | 44,407 | 0.03% | 0.04% | 23 | +256,121 | 6.14% | Q1 2026 | May 15, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 4,023,889 | 40,359 | 1.74% | 1.92% | 24 | -274,386 | -6.38% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Added to | 4,009,600 | 40,216 | 0.3% | 0.08% | 25 | +3,041,600 | 314.21% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,558,166 | 35,688 | 0.01% | 0.01% | 26 | +121,570 | 3.54% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,245,438 | 32,551 | 0.01% | 0.01% | 27 | +147,509 | 4.76% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 3,201,102 | 32,107 | 0.01% | 0.01% | 28 | +26,934 | 0.85% | Q1 2026 | Apr 30, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,101,086 | 31,103 | 0.36% | 0.22% | 29 | +1,394,135 | 81.67% | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,992,204 | 30,011 | 0.06% | 0.08% | 30 | -1,216,366 | -28.9% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,976,473 | 29,855 | 0.03% | 0.01% | 31 | +1,720,060 | 136.9% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,795,448 | 28,038 | 0.04% | 0.04% | 32 | +381,361 | 15.8% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,685,136 | 26,931 | 0.01% | 0.0% | 33 | +414,694 | 18.26% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,500,074 | 25,075 | 0.01% | 0.01% | 34 | -1,108,918 | -30.73% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 2,365,448 | 23,725 | 0.01% | 0.0% | 35 | +2,010,169 | 565.8% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 2,256,002 | 22,627 | 0.0% | 0.0% | 36 | -325,356 | -12.6% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,269,209 | 22,329 | 0.0% | 0.0% | 37 | +434,461 | 23.68% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,129,934 | 21,363 | 0.0% | 0.0% | 38 | -963,876 | -31.15% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 2,123,100 | 21,294 | 0.01% | 0.01% | 39 | +69,100 | 3.36% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,063,027 | 20,692 | 0.01% | 0.01% | 40 | +106,478 | 5.44% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 2,036,685 | 20,427 | 0.0% | 0.0% | 41 | -693,262 | -25.39% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,987,396 | 19,933 | 0.05% | 0.03% | 42 | +947,920 | 91.19% | Q1 2026 | May 11, 2026 |
| HBK INVESTMENTS L P | History | Added to | 1,929,829 | 19,356 | 0.2% | 0.15% | 43 | +129,829 | 7.21% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,844,929 | 18,504 | 0.03% | 0.11% | 44 | -5,016,750 | -73.11% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,763,346 | 17,686 | 0.01% | 0.0% | 45 | +1,207,681 | 217.34% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,682,178 | 16,873 | 0.0% | 0.0% | 46 | -120,657 | -6.69% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,662,500 | 16,674 | 0.01% | 0.01% | 47 | +75,200 | 4.74% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 1,535,758 | 15,403 | 0.01% | 0.01% | 48 | +50,194 | 3.38% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,508,916 | 15,134 | 0.01% | 0.0% | 49 | +1,497,828 | 13508.55% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,508,511 | 15,130 | 0.0% | 0.0% | 50 | +723,988 | 92.28% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,473,032 | 14,774 | 0.03% | 0.02% | 51 | +140,669 | 10.56% | Q1 2026 | May 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 1,326,878 | 14,476 | 0.04% | 0.0% | 52 | +1,173,906 | 767.4% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,436,662 | 14,409 | 0.01% | 0.02% | 53 | -190,660 | -11.72% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,430,015 | 14,343 | 0.02% | 0.02% | 54 | -125,303 | -8.06% | Q1 2026 | May 15, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 1,393,804 | 13,979 | 5.63% | 5.74% | 55 | -76,969 | -5.23% | Q1 2026 | Apr 23, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 1,256,581 | 12,603 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,209,012 | 12,126 | 0.01% | 0.01% | 57 | +216,147 | 21.77% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,157,316 | 11,607 | 0.01% | 0.01% | 58 | +225,034 | 24.14% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,111,158 | 11,144 | 0.19% | 0.21% | 59 | -42,234 | -3.66% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,010,509 | 10,135 | 0.0% | 0.0% | 60 | -105,708 | -9.47% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 985,900 | 9,888 | 0.01% | 0.01% | 61 | +545,342 | 123.78% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 965,588 | 9,684 | 0.01% | — | 62 | +965,588 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 961,462 | 9,644 | 0.0% | 0.0% | 63 | +142,779 | 17.44% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 960,430 | 9,633 | 0.01% | 0.01% | 64 | +42,908 | 4.68% | Q1 2026 | Apr 27, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 922,577 | 9,253 | 2.03% | 3.23% | 65 | -331,270 | -26.42% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 922,484 | 9,252 | 0.18% | 0.19% | 66 | +136,073 | 17.3% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 908,758 | 9,114 | 0.01% | 0.01% | 67 | -3,929 | -0.43% | Q1 2026 | May 12, 2026 |
| Walleye Trading LLC | History | Added to | 906,900 | 9,096 | 0.02% | 0.01% | 68 | +5,700 | 0.63% | Q1 2026 | May 08, 2026 |
| TCW GROUP INC | History | No change | 861,041 | 8,636 | 0.06% | 0.07% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 848,508 | 8,510 | 0.01% | 0.01% | 70 | -962 | -0.11% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 843,680 | 7,949 | 0.01% | 0.04% | 71 | -2,264,508 | -72.86% | Q1 2026 | Apr 16, 2026 |
| IMC-Chicago, LLC | History | Added to | 730,400 | 7,325 | 0.0% | 0.0% | 72 | +301,200 | 70.18% | Q1 2026 | May 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 702,095 | 7,042 | 0.63% | 0.35% | 73 | -22,861 | -3.15% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 695,137 | 6,972 | 0.0% | 0.01% | 74 | -785,095 | -53.04% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 692,433 | 6,945 | 0.16% | 0.21% | 75 | -200,038 | -22.41% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 671,451 | 6,734 | 0.01% | — | 76 | +671,451 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 631,626 | 6,335 | 0.11% | 0.12% | 77 | +215,417 | 51.76% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 617,750 | 6,196 | 0.01% | — | 78 | +617,750 | New | Q1 2026 | May 13, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | Reduced | 615,000 | 6,168 | 1.88% | 4.81% | 79 | -2,636,000 | -81.08% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Reduced | 613,700 | 6,155 | 0.04% | 0.06% | 80 | -233,900 | -27.6% | Q1 2026 | May 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 606,866 | 6,086 | 1.39% | 1.52% | 81 | +9,608 | 1.61% | Q1 2026 | May 15, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 604,131 | 6,059 | 1.4% | 0.18% | 82 | +526,618 | 679.39% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 602,671 | 6,044 | 0.04% | 0.01% | 83 | +487,894 | 425.08% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 580,255 | 5,888 | 0.13% | 0.14% | 84 | -14,924 | -2.51% | Q1 2026 | May 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 584,623 | 5,864 | 0.1% | 0.11% | 85 | -5,901 | -1.0% | Q1 2026 | May 11, 2026 |
| Clearbridge Investments, LLC | History | New | 582,075 | 5,838 | 0.01% | — | 86 | +582,075 | New | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | Added to | 574,465 | 5,762 | 0.01% | 0.0% | 87 | +543,150 | 1734.47% | Q1 2026 | May 07, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 570,650 | 5,723 | 0.06% | 0.01% | 88 | +514,804 | 921.83% | Q1 2026 | Apr 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 569,865 | 5,715 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 555,589 | 5,572 | 0.01% | 0.01% | 90 | +27,500 | 5.21% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 512,918 | 5,498 | 0.0% | 0.0% | 91 | +39,449 | 8.33% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 539,565 | 5,406 | 0.38% | 0.36% | 92 | +53,003 | 10.89% | Q1 2026 | May 01, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 536,813 | 5,384 | 0.01% | 0.01% | 93 | +2,930 | 0.55% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 497,022 | 4,985 | 0.01% | 0.01% | 94 | -2,511 | -0.5% | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 486,442 | 4,879 | 0.0% | 0.0% | 95 | +21,800 | 4.69% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 479,387 | 4,808 | 0.04% | 0.04% | 96 | +16,249 | 3.51% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 473,416 | 4,748 | 0.01% | 0.02% | 97 | +24,681 | 5.5% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 472,417 | 4,738 | 0.0% | 0.0% | 98 | +50,909 | 12.08% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Reduced | 471,933 | 4,733 | 0.02% | 0.04% | 99 | -321,024 | -40.48% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 465,812 | 4,672 | 0.16% | 0.07% | 100 | -240 | -0.05% | Q1 2026 | Apr 23, 2026 |
| Vanguard Global Advisers, LLC | History | New | 443,327 | 4,446 | 0.0% | — | 101 | +443,327 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 431,681 | 4,329 | 0.01% | 0.01% | 102 | +72,397 | 20.15% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 430,725 | 4,320 | 0.01% | — | 103 | +430,725 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 414,076 | 4,153 | 0.01% | 0.01% | 104 | -160,493 | -27.93% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 412,920 | 4,141 | 0.0% | 0.0% | 105 | +28,985 | 7.55% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 399,578 | 4,007 | 0.01% | 0.0% | 106 | +203,719 | 104.01% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 393,057 | 3,942 | 0.09% | 0.14% | 107 | -98,000 | -19.96% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 392,817 | 3,939 | 0.13% | 0.07% | 108 | +144,685 | 58.31% | Q1 2026 | May 18, 2026 |
| Squarepoint Ops LLC | History | Reduced | 378,400 | 3,795 | 0.0% | 0.02% | 109 | -1,646,700 | -81.31% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 377,160 | 3,779 | 0.01% | 0.07% | 110 | -3,439,388 | -90.12% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 366,305 | 3,674 | 0.03% | 0.01% | 111 | +237,326 | 184.0% | Q1 2026 | May 07, 2026 |
| Slagle Financial, LLC | History | Added to | 365,966 | 3,670 | 1.21% | 1.3% | 112 | +17,560 | 5.04% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 364,625 | 3,657 | 0.17% | 0.17% | 113 | +33,797 | 10.22% | Q1 2026 | Apr 27, 2026 |
| Penn Mutual Asset Management | History | No change | 360,000 | 3,610 | 18.49% | 2.31% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 359,328 | 3,604 | 0.01% | 0.01% | 115 | +74,226 | 26.03% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 356,119 | 3,571 | 0.03% | — | 116 | +356,119 | New | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 352,400 | 3,535 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 339,391 | 3,404 | 0.0% | 0.0% | 118 | +56,907 | 20.15% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 331,674 | 3,326 | 0.01% | 0.01% | 119 | +44,662 | 15.56% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 321,871 | 3,228 | 0.01% | 0.01% | 120 | -490 | -0.15% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 316,844 | 3,177 | 0.25% | 0.3% | 121 | -49,933 | -13.61% | Q1 2026 | May 13, 2026 |
| Osbon Capital Management LLC | History | New | 316,178 | 3,171 | 2.59% | — | 122 | +316,178 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 310,975 | 3,119 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NATIXIS | History | Added to | 305,610 | 3,065 | 0.01% | 0.0% | 124 | +225,748 | 282.67% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 304,215 | 3,051 | 0.0% | 0.0% | 125 | -205,349 | -40.3% | Q1 2026 | May 12, 2026 |
| Waterloo Capital, L.P. | History | Added to | 301,937 | 3,028 | 0.21% | 0.23% | 126 | +2,082 | 0.69% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 299,678 | 3,005 | 0.01% | 0.01% | 127 | +119,363 | 66.2% | Q1 2026 | Apr 30, 2026 |
| Arizona State Retirement System | History | Added to | 294,653 | 2,955 | 0.02% | 0.02% | 128 | +3,464 | 1.19% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 294,199 | 2,950 | 0.0% | 0.0% | 129 | +26,388 | 9.85% | Q1 2026 | May 13, 2026 |
| LFG Wealth Partners, LLC | History | No change | 273,465 | 2,931 | 1.87% | 1.87% | 130 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 290,991 | 2,918 | 0.0% | 0.0% | 131 | +32,760 | 12.69% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 269,807 | 2,892 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 287,246 | 2,881 | 0.1% | 0.06% | 133 | +113,473 | 65.3% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 275,994 | 2,768 | 0.01% | 0.01% | 134 | +68,994 | 33.33% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 272,338 | 2,731 | 0.01% | — | 135 | +272,338 | New | Q1 2026 | May 08, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 270,597 | 2,714 | 0.03% | 0.03% | 136 | +72,316 | 36.47% | Q1 2026 | May 05, 2026 |
| Ethic Inc. | History | Added to | 269,728 | 2,705 | 0.04% | 0.04% | 137 | +45,880 | 20.5% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 263,970 | 2,684 | 0.01% | 0.01% | 138 | -39,722 | -13.08% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 260,399 | 2,611 | 0.0% | — | 139 | +260,399 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 257,758 | 2,585 | 0.03% | 0.07% | 140 | -181,809 | -41.36% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 253,471 | 2,542 | 0.0% | 0.0% | 141 | +169,127 | 200.52% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 243,260 | 2,461 | 0.01% | 0.01% | 142 | +23,055 | 10.47% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 240,479 | 2,409 | 0.13% | 0.12% | 143 | -462 | -0.19% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 236,100 | 2,392 | 0.01% | 0.01% | 144 | +7,600 | 3.33% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 238,396 | 2,391 | 0.06% | 0.05% | 145 | +55,714 | 30.5% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 236,704 | 2,374 | 0.01% | 0.01% | 146 | -2,936 | -1.23% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 234,992 | 2,356 | 0.0% | 0.0% | 147 | -42,170 | -15.21% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 233,531 | 2,342 | 0.03% | — | 148 | +233,531 | New | Q1 2026 | May 15, 2026 |
| Farringdon Capital, Ltd. | History | New | 230,481 | 2,311 | 0.51% | — | 149 | +230,481 | New | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 230,000 | 2,306 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Jump Financial, LLC | History | Added to | 229,542 | 2,302 | 0.03% | 0.0% | 151 | +211,139 | 1147.31% | Q1 2026 | May 14, 2026 |
| FORA Capital, LLC | History | New | 225,041 | 2,259 | 0.17% | — | 152 | +225,041 | New | Q1 2026 | May 14, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 224,160 | 2,248 | 1.62% | 1.63% | 153 | -25,650 | -10.27% | Q1 2026 | Apr 23, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 223,801 | 2,244 | 0.07% | 0.11% | 155 | -111,452 | -33.24% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 223,823 | 2,244 | 0.13% | 0.15% | 154 | -11,079 | -4.72% | Q1 2026 | Apr 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 222,538 | 2,232 | 0.23% | 0.69% | 156 | -473,762 | -68.04% | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 220,800 | 2,214 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Artemis Investment Management LLP | History | New | 220,170 | 2,208 | 0.02% | — | 158 | +220,170 | New | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 218,075 | 2,201 | 0.0% | 0.0% | 159 | +10,748 | 5.18% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 216,862 | 2,174 | 0.0% | 0.0% | 160 | +35,030 | 19.27% | Q1 2026 | May 08, 2026 |
| Balefire, LLC | History | Reduced | 216,468 | 2,171 | 0.41% | 0.75% | 161 | -142,083 | -39.63% | Q1 2026 | May 07, 2026 |
| Hudson Bay Capital Management LP | History | New | 214,285 | 2,149 | 0.01% | — | 162 | +214,285 | New | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 207,894 | 2,085 | 0.08% | 0.06% | 163 | +57,759 | 38.47% | Q1 2026 | Apr 20, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 201,730 | 2,023 | 0.05% | 0.11% | 164 | -218,713 | -52.02% | Q1 2026 | May 15, 2026 |
| American Assets Investment Management, LLC | History | No change | 80,000 | 1,999 | 0.14% | 0.14% | 165 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Amundi | History | Added to | 197,626 | 1,982 | 0.0% | 0.0% | 166 | +130,617 | 194.92% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 195,221 | 1,958 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Estate Counselors, LLC | History | New | 195,095 | 1,956 | 0.17% | — | 168 | +195,095 | New | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Added to | 194,283 | 1,948 | 0.17% | 0.09% | 169 | +53,885 | 38.38% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 178,680 | 1,915 | 0.15% | 0.15% | 170 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 188,582 | 1,914 | 0.02% | 0.04% | 171 | -64,109 | -25.37% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 186,893 | 1,896 | 0.05% | 0.04% | 172 | +2,293 | 1.24% | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 187,686 | 1,882 | 0.55% | 0.31% | 173 | +17,046 | 9.99% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 186,501 | 1,870 | 0.01% | 0.01% | 174 | +9,588 | 5.42% | Q1 2026 | May 08, 2026 |
| Utah Retirement Systems | History | Added to | 179,781 | 1,803 | 0.02% | 0.02% | 175 | +6,310 | 3.64% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 172,149 | 1,726 | 0.0% | 0.0% | 177 | +16,445 | 10.56% | Q1 2026 | Apr 22, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 155,571 | 1,726 | 0.37% | 0.36% | 176 | +13,722 | 9.67% | Q1 2026 | Apr 28, 2026 |
| NEOS Investment Management LLC | History | Added to | 170,758 | 1,712 | 0.01% | 0.01% | 178 | +46,170 | 37.06% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 169,255 | 1,697 | 0.16% | 0.25% | 179 | -60,509 | -26.34% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 167,854 | 1,683 | 0.01% | 0.01% | 180 | +12,697 | 8.18% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 167,615 | 1,675 | 0.0% | 0.0% | 181 | +32,395 | 23.96% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 166,022 | 1,665 | 0.02% | 0.02% | 182 | +4,498 | 2.78% | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 162,025 | 1,625 | 0.29% | 1.46% | 183 | -1,193,089 | -88.04% | Q1 2026 | Apr 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 161,254 | 1,617 | 0.17% | 0.17% | 184 | +12,013 | 8.05% | Q1 2026 | Apr 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 160,776 | 1,612 | 0.01% | — | 185 | +160,776 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 160,183 | 1,606 | 0.0% | 0.0% | 186 | +3,832 | 2.45% | Q1 2026 | May 05, 2026 |
| Cooper Financial Group | History | Added to | 159,930 | 1,604 | 0.16% | 0.1% | 187 | +72,251 | 82.4% | Q1 2026 | Apr 07, 2026 |
| Fortitude Financial, LLC | History | Added to | 157,695 | 1,581 | 0.84% | 1.43% | 188 | +148 | 0.09% | Q1 2026 | Apr 23, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 150,513 | 1,509 | 0.01% | — | 189 | +150,513 | New | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 138,850 | 1,507 | 0.03% | 0.04% | 190 | +1,284 | 0.93% | Q1 2026 | May 11, 2026 |
| Innova Wealth Partners | History | Added to | 148,022 | 1,484 | 0.7% | 0.52% | 191 | +51,414 | 53.22% | Q1 2026 | Apr 24, 2026 |
| Verition Fund Management LLC | History | Reduced | 146,326 | 1,467 | 0.01% | 0.01% | 192 | -118,713 | -44.79% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Reduced | 145,400 | 1,458 | 0.03% | 0.02% | 193 | -62,100 | -29.93% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 140,407 | 1,425 | 0.0% | 0.0% | 194 | -43,961 | -23.84% | Q1 2026 | Apr 08, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 141,178 | 1,416 | 0.09% | 0.1% | 195 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 140,552 | 1,409 | 0.25% | 0.35% | 196 | -30,965 | -18.05% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 139,494 | 1,406 | 0.0% | 0.0% | 197 | +12,280 | 9.65% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 140,118 | 1,405 | 0.01% | 0.0% | 198 | +105,793 | 308.21% | Q1 2026 | Apr 30, 2026 |
| Cannell & Spears LLC | History | Added to | 139,061 | 1,394 | 0.03% | 0.02% | 199 | +29,521 | 26.95% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 135,511 | 1,359 | 0.0% | 0.0% | 200 | +13,616 | 11.17% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 134,376 | 1,347 | 0.01% | 0.01% | 201 | +14,920 | 12.49% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 133,997 | 1,343 | 0.01% | 0.01% | 202 | +42,047 | 45.73% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 131,663 | 1,320 | 0.02% | 0.02% | 203 | +38,180 | 40.84% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 125,045 | 1,254 | 0.01% | 0.01% | 204 | -58,786 | -31.98% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 121,793 | 1,221 | 0.0% | 0.0% | 205 | +7,896 | 6.93% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 117,783 | 1,181 | 0.03% | 0.03% | 206 | +813 | 0.7% | Q1 2026 | May 04, 2026 |
| Sullivan Wood Capital Management LLC | History | No change | 114,400 | 1,160 | 2.03% | 1.87% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Collar Capital Management, LLC | History | Added to | 114,460 | 1,148 | 0.74% | 0.81% | 208 | +1,994 | 1.77% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 112,630 | 1,129 | 0.0% | 0.0% | 209 | +9,993 | 9.74% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Added to | 111,674 | 1,120 | 0.11% | 0.12% | 210 | +1,707 | 1.55% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 110,875 | 1,112 | 0.01% | 0.01% | 211 | +6,588 | 6.32% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Added to | 108,498 | 1,100 | 0.03% | 0.03% | 212 | +3,346 | 3.18% | Q1 2026 | May 15, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 107,112 | 1,074 | 0.4% | 0.41% | 213 | +120 | 0.11% | Q1 2026 | Apr 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 104,553 | 1,048 | 0.01% | 0.0% | 214 | -6,962 | -6.24% | Q1 2026 | Apr 29, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 103,485 | 1,037 | 0.02% | 0.02% | 215 | -23,552 | -18.54% | Q1 2026 | Apr 27, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 103,249 | 1,035 | 0.11% | 0.09% | 216 | +20,181 | 24.29% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Reduced | 102,411 | 1,027 | 0.01% | 0.03% | 217 | -2,054 | -1.97% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 101,383 | 1,015 | 0.01% | 0.0% | 218 | +86,245 | 569.73% | Q1 2026 | Apr 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 100,510 | 1,008 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JBF Capital, Inc. | History | New | 100,000 | 1,003 | 0.15% | — | 220 | +100,000 | New | Q1 2026 | May 08, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 100,000 | 1,003 | 0.02% | — | 221 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 92,289 | 989 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 97,325 | 976 | 0.0% | 0.0% | 223 | +5,733 | 6.26% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 96,517 | 968 | 0.0% | 0.0% | 224 | +20,000 | 26.14% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 95,461 | 957 | 0.18% | 0.4% | 225 | -81,719 | -46.12% | Q1 2026 | Apr 30, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 89,158 | 955 | 0.21% | 0.25% | 226 | +3,349 | 3.9% | Q1 2026 | May 08, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 94,702 | 949 | 0.07% | 0.05% | 227 | -474 | -0.5% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 94,451 | 947 | 0.02% | 0.02% | 228 | +124 | 0.13% | Q1 2026 | May 18, 2026 |
| Tidal Investments LLC | History | Reduced | 94,212 | 944 | 0.0% | 0.0% | 229 | -24,225 | -20.45% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 91,249 | 915 | 0.02% | 0.03% | 230 | +10,057 | 12.39% | Q1 2026 | May 11, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 90,859 | 911 | 0.57% | 0.38% | 231 | +40,114 | 79.05% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 81,677 | 896 | 0.02% | — | 232 | +81,677 | New | Q1 2026 | May 01, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 88,794 | 890 | 0.74% | — | 233 | +88,794 | New | Q1 2026 | May 13, 2026 |
| Steadtrust LLC | History | Reduced | 88,592 | 888 | 0.5% | 0.59% | 234 | -400 | -0.45% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 88,029 | 882 | 0.01% | 0.01% | 235 | +22,694 | 34.73% | Q1 2026 | Apr 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 88,000 | 882 | 0.4% | 0.41% | 236 | -1,656 | -1.85% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 79,691 | 874 | 0.13% | 0.03% | 237 | +1,301 | 1.66% | Q1 2026 | May 01, 2026 |
| Greenland Capital Management LP | History | New | 87,100 | 873 | 0.11% | — | 238 | +87,100 | New | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 86,532 | 867 | 0.18% | — | 239 | +86,532 | New | Q1 2026 | Apr 15, 2026 |
| XPONANCE LLC | History | Added to | 85,763 | 860 | 0.01% | 0.0% | 240 | +25,475 | 42.26% | Q1 2026 | May 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | Reduced | 82,835 | 830 | 0.14% | 0.21% | 241 | -2,300 | -2.7% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 82,247 | 824 | 0.02% | 0.02% | 242 | +52 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 80,639 | 808 | 0.01% | 0.01% | 244 | +4,394 | 5.76% | Q1 2026 | Apr 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 80,621 | 808 | 0.0% | 0.0% | 243 | +1,447 | 1.83% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 79,887 | 801 | 0.0% | 0.0% | 246 | +5,020 | 6.71% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 74,774 | 801 | 0.01% | 0.01% | 245 | +4,413 | 6.27% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 78,430 | 786 | 0.05% | 0.06% | 247 | -8,060 | -9.32% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 76,781 | 779 | 0.0% | 0.0% | 248 | +65,629 | 588.5% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 77,408 | 776 | 0.02% | 0.02% | 249 | +8,040 | 11.59% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 76,782 | 770 | 0.0% | 0.0% | 250 | -31,083 | -28.82% | Q1 2026 | May 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | New | 76,300 | 765 | 0.75% | — | 251 | +76,300 | New | Q1 2026 | Apr 24, 2026 |
| SCS Capital Management LLC | History | Reduced | 76,024 | 762 | 0.01% | 0.01% | 252 | -295 | -0.39% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 71,828 | 758 | 0.02% | 0.02% | 253 | +34,037 | 90.07% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 74,891 | 751 | 0.01% | 0.01% | 254 | +25,276 | 50.94% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 72,817 | 751 | 0.02% | 0.03% | 255 | +4,603 | 6.75% | Q1 2026 | Apr 09, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 74,581 | 748 | 0.15% | 0.16% | 256 | -8,539 | -10.27% | Q1 2026 | Apr 08, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 74,468 | 746 | 0.08% | 0.09% | 257 | +1,747 | 2.4% | Q1 2026 | Apr 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 74,028 | 743 | 0.05% | — | 258 | +74,028 | New | Q1 2026 | May 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 69,055 | 740 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 73,778 | 739 | 0.27% | 0.22% | 260 | +17,994 | 32.26% | Q1 2026 | Apr 09, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | Reduced | 29,490 | 736 | 0.2% | 0.2% | 261 | -2,834 | -8.77% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 72,600 | 728 | 0.09% | 0.17% | 262 | -48,400 | -40.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 71,210 | 714 | 0.0% | 0.0% | 263 | +8,240 | 13.09% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 71,157 | 713 | 0.12% | — | 264 | +71,157 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 70,793 | 710 | 0.01% | 0.01% | 265 | -2,221 | -3.04% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 70,037 | 702 | 0.0% | 0.0% | 266 | +3,703 | 5.58% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 69,577 | 697 | 0.01% | 0.01% | 267 | +4,796 | 7.4% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 69,491 | 696 | 0.0% | 0.0% | 268 | +9,193 | 15.25% | Q1 2026 | May 13, 2026 |
| Intrua Financial, LLC | History | Added to | 67,383 | 675 | 0.07% | 0.07% | 269 | +4,278 | 6.78% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | Added to | 66,324 | 673 | 0.14% | 0.14% | 270 | +7,622 | 12.98% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 67,122 | 670 | 0.0% | 0.0% | 271 | +36,065 | 116.13% | Q1 2026 | Apr 30, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 66,627 | 668 | 0.0% | 0.0% | 272 | +19,018 | 39.95% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 66,376 | 665 | 0.0% | 0.0% | 273 | +9,374 | 16.45% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 66,211 | 664 | 0.03% | 0.02% | 274 | +18,180 | 37.85% | Q1 2026 | Apr 28, 2026 |
| Bayesian Capital Management, LP | History | Added to | 64,600 | 647 | 0.79% | 0.44% | 275 | +46,800 | 262.92% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Added to | 64,518 | 647 | 0.19% | 0.2% | 276 | +219 | 0.34% | Q1 2026 | May 01, 2026 |
| DRW Securities, LLC | History | New | 62,282 | 624 | 0.01% | — | 277 | +62,282 | New | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 61,777 | 619 | 0.07% | — | 278 | +61,777 | New | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 61,658 | 618 | 0.01% | 0.0% | 279 | +31,867 | 106.97% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 61,554 | 617 | 0.01% | 0.02% | 280 | -83,845 | -57.67% | Q1 2026 | May 13, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 60,740 | 614 | 0.23% | 0.26% | 281 | +409 | 0.68% | Q1 2026 | May 01, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 60,000 | 602 | 0.32% | 0.56% | 282 | -72,000 | -54.55% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 59,944 | 601 | 0.01% | 0.01% | 283 | +15,602 | 35.19% | Q1 2026 | Apr 16, 2026 |
| VPR Management LLC | History | No change | 60,000 | 601 | 0.24% | 0.29% | 284 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Reduced | 59,223 | 594 | 0.01% | 0.03% | 286 | -116,220 | -66.24% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 59,204 | 594 | 0.0% | 0.0% | 285 | +2,537 | 4.48% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 59,154 | 593 | 0.02% | 0.01% | 287 | +18,963 | 47.18% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 59,072 | 592 | 0.02% | 0.02% | 288 | -180 | -0.3% | Q1 2026 | May 11, 2026 |
| Madison Wealth Partners, Inc | History | New | 58,130 | 583 | 0.09% | — | 289 | +58,130 | New | Q1 2026 | Apr 30, 2026 |
| Mount Lucas Management LP | History | Reduced | 56,707 | 568 | 0.21% | 1.2% | 290 | -223,193 | -79.74% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 56,596 | 567 | 0.0% | 0.0% | 291 | +42,768 | 309.29% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 56,038 | 562 | 0.07% | — | 292 | +56,038 | New | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 55,756 | 559 | 0.01% | 0.01% | 293 | +11,529 | 26.07% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 55,660 | 558 | 0.06% | 0.15% | 294 | -47,650 | -46.12% | Q1 2026 | May 15, 2026 |
| DoubleLine ETF Adviser LP | History | Reduced | 55,560 | 557 | 0.21% | 0.22% | 295 | -11,872 | -17.61% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 55,466 | 556 | 0.13% | 0.14% | 296 | +1,266 | 2.34% | Q1 2026 | Apr 08, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 54,879 | 550 | 0.2% | 0.26% | 297 | -13,728 | -20.01% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 54,700 | 548 | 0.0% | 0.0% | 298 | -25,925 | -32.16% | Q1 2026 | Apr 24, 2026 |
| Annex Advisory Services, LLC | History | Added to | 53,500 | 536 | 0.01% | 0.01% | 299 | +115 | 0.22% | Q1 2026 | Apr 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 53,112 | 532 | 0.01% | 0.01% | 300 | +1,835 | 3.58% | Q1 2026 | Apr 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 52,918 | 530 | 0.01% | 0.0% | 301 | +23,810 | 81.8% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 52,353 | 525 | 0.0% | 0.0% | 302 | -1,458 | -2.71% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 52,079 | 522 | 0.02% | — | 303 | +52,079 | New | Q1 2026 | May 14, 2026 |
| Westend Capital Management, LLC | History | Reduced | 51,776 | 519 | 0.16% | 0.43% | 304 | -89,844 | -63.44% | Q1 2026 | Apr 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 51,831 | 519 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 50,415 | 505 | 0.12% | 0.14% | 306 | -6,488 | -11.4% | Q1 2026 | Apr 08, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 50,348 | 504 | 0.41% | 0.52% | 308 | -4,665 | -8.48% | Q1 2026 | May 04, 2026 |
| Cane Capital Partners, LLC | History | Added to | 50,284 | 504 | 0.22% | 0.21% | 307 | +150 | 0.3% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 48,268 | 484 | 0.01% | 0.01% | 309 | +1,234 | 2.62% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 48,033 | 482 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 48,180 | 481 | 0.0% | 0.0% | 311 | +38,188 | 382.19% | Q1 2026 | May 08, 2026 |
| Significant Wealth Partners LLC | History | Added to | 47,929 | 480 | 0.59% | 0.57% | 312 | +192 | 0.4% | Q1 2026 | Apr 08, 2026 |
| DnB Asset Management AS | History | Added to | 47,596 | 477 | 0.0% | 0.0% | 313 | +29,254 | 159.49% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 46,765 | 469 | 0.0% | 0.0% | 314 | -4,048 | -7.97% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 46,171 | 463 | 0.11% | — | 315 | +46,171 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 45,920 | 460 | 0.0% | 0.0% | 317 | +6,014 | 15.07% | Q1 2026 | May 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 45,946 | 460 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 44,352 | 444 | 0.01% | — | 318 | +44,352 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 44,065 | 441 | 0.0% | 0.0% | 319 | +12,758 | 40.75% | Q1 2026 | Apr 27, 2026 |
| DDD Partners, LLC | History | New | 43,294 | 434 | 0.03% | — | 321 | +43,294 | New | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,882 | 434 | 0.0% | 0.0% | 320 | +25,539 | 132.03% | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 43,240 | 433 | 0.16% | — | 322 | +43,240 | New | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 42,680 | 428 | 0.01% | 0.04% | 324 | -61,538 | -59.05% | Q1 2026 | Apr 08, 2026 |
| StoneX Group Inc. | History | Reduced | 42,250 | 428 | 0.02% | 0.03% | 323 | -16,868 | -28.53% | Q1 2026 | May 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 42,072 | 421 | 0.03% | 0.04% | 325 | +5,663 | 15.55% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | No change | 41,700 | 418 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 41,590 | 417 | 0.11% | — | 328 | +41,590 | New | Q1 2026 | Apr 16, 2026 |
| Abel Hall, LLC | History | Reduced | 41,619 | 417 | 0.09% | 0.14% | 327 | -13,209 | -24.09% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 41,293 | 409 | 0.05% | — | 329 | +41,293 | New | Q1 2026 | Apr 30, 2026 |
| Vantage Financial Partners, LLC | History | No change | 38,148 | 408 | 0.08% | 0.08% | 330 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 40,328 | 404 | 0.0% | 0.0% | 331 | +12,125 | 42.99% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 39,869 | 399 | 0.0% | — | 332 | +39,869 | New | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 39,508 | 396 | 0.02% | 0.02% | 333 | +5,808 | 17.23% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Reduced | 39,465 | 395 | 0.01% | 0.01% | 334 | -252 | -0.63% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 39,380 | 394 | 0.01% | 0.0% | 335 | +25,267 | 179.03% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 39,229 | 393 | 0.0% | 0.01% | 336 | -2,161 | -5.22% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 38,937 | 390 | 0.0% | 0.0% | 337 | +5,786 | 17.45% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 38,170 | 382 | 0.03% | 0.03% | 338 | +7,988 | 26.47% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 37,638 | 377 | 0.0% | 0.01% | 339 | +30 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 37,302 | 374 | 0.01% | 0.01% | 340 | -26,194 | -41.25% | Q1 2026 | Apr 22, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 37,279 | 373 | 0.25% | 0.27% | 341 | +119 | 0.32% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 37,186 | 372 | 0.01% | 0.01% | 342 | +2,073 | 5.9% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Reduced | 36,387 | 364 | 0.0% | 0.0% | 343 | -47,907 | -56.83% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 36,384 | 364 | 0.07% | 0.08% | 344 | -406 | -1.1% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | New | 36,117 | 362 | 0.09% | — | 345 | +36,117 | New | Q1 2026 | May 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | New | 35,740 | 358 | 0.01% | — | 347 | +35,740 | New | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 35,710 | 358 | 0.12% | 0.07% | 346 | +17,276 | 93.72% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | New | 33,185 | 356 | 0.01% | — | 348 | +33,185 | New | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 35,000 | 351 | 0.0% | — | 349 | +35,000 | New | Q1 2026 | May 01, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 34,748 | 348 | 0.05% | 0.06% | 350 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kingstone Capital Partners Texas, LLC | History | No change | 34,691 | 348 | 0.21% | 0.22% | 351 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | New | 34,608 | 347 | 0.01% | — | 352 | +34,608 | New | Q1 2026 | Apr 29, 2026 |
| M&T BANK CORP | History | Added to | 34,117 | 342 | 0.0% | 0.0% | 353 | +1,008 | 3.04% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 33,896 | 339 | 0.0% | 0.01% | 355 | -4,917 | -12.67% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 33,863 | 339 | 0.01% | 0.01% | 354 | +145 | 0.43% | Q1 2026 | May 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 33,571 | 336 | 0.14% | 0.14% | 357 | +2,938 | 9.59% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 33,542 | 336 | 0.03% | 0.03% | 356 | -339 | -1.0% | Q1 2026 | Apr 10, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 32,768 | 332 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CIBC Asset Management Inc | History | No change | 32,598 | 326 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 32,475 | 325 | 0.01% | 0.01% | 360 | -167 | -0.51% | Q1 2026 | Apr 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 32,403 | 324 | 0.01% | 0.01% | 361 | +1,443 | 4.66% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 32,096 | 321 | 0.01% | 0.01% | 362 | +575 | 1.82% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Added to | 31,975 | 320 | 0.01% | 0.01% | 363 | +152 | 0.48% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 31,457 | 315 | 0.0% | 0.0% | 364 | +5,228 | 19.93% | Q1 2026 | May 12, 2026 |
| North Dakota State Investment Board | History | Reduced | 31,310 | 314 | 0.01% | 0.01% | 365 | -5,411 | -14.74% | Q1 2026 | May 08, 2026 |
| Everest Financial Group LLC | History | New | 31,200 | 312 | 0.05% | — | 366 | +31,200 | New | Q1 2026 | May 15, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 30,814 | 309 | 0.04% | 0.03% | 367 | +9,293 | 43.18% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 30,782 | 308 | 0.01% | 0.01% | 368 | +1,391 | 4.73% | Q1 2026 | May 01, 2026 |
| TRB Wealth Management, LLC | History | New | 30,310 | 307 | 0.04% | — | 369 | +30,310 | New | Q1 2026 | May 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 30,500 | 305 | 0.34% | 0.47% | 370 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 30,156 | 302 | 0.0% | 0.0% | 371 | +737 | 2.51% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,022 | 301 | 0.0% | 0.0% | 372 | -729 | -2.37% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 29,397 | 294 | 0.02% | — | 373 | +29,397 | New | Q1 2026 | May 12, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 28,720 | 288 | 0.15% | 0.17% | 374 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Castleview Partners, LLC | History | Reduced | 28,564 | 286 | 0.15% | 0.21% | 375 | -11,600 | -28.88% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 28,459 | 285 | 0.02% | 0.02% | 376 | -4,079 | -12.54% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 28,455 | 285 | 0.02% | 0.02% | 377 | -558 | -1.92% | Q1 2026 | Apr 10, 2026 |
| HORAN Wealth, LLC | History | No change | 26,565 | 284 | 0.03% | 0.04% | 378 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ellevest, Inc. | History | Added to | 27,478 | 275 | 0.04% | 0.03% | 379 | +5,347 | 24.16% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Reduced | 27,506 | 275 | 0.02% | 0.02% | 380 | -55 | -0.2% | Q1 2026 | May 04, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 27,253 | 273 | 0.01% | 0.01% | 381 | -1,527 | -5.31% | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 25,219 | 270 | 0.02% | 0.02% | 382 | -1,521 | -5.69% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 26,837 | 269 | 0.01% | 0.01% | 383 | -3,118 | -10.41% | Q1 2026 | May 04, 2026 |
| Vident Advisory, LLC | History | Reduced | 26,564 | 266 | 0.0% | 0.0% | 384 | -6,719 | -20.19% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 26,450 | 265 | 0.02% | 0.01% | 386 | +8,180 | 44.77% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Added to | 26,449 | 265 | 0.0% | 0.0% | 385 | +794 | 3.09% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 24,676 | 264 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 26,296 | 263 | 0.01% | 0.01% | 388 | -3,230 | -10.94% | Q1 2026 | Apr 22, 2026 |
| TCP Asset Management, LLC | History | New | 26,165 | 262 | 0.03% | — | 389 | +26,165 | New | Q1 2026 | Apr 10, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 26,000 | 260 | 0.04% | 0.04% | 390 | +1,125 | 4.52% | Q1 2026 | Apr 08, 2026 |
| Portside Wealth Group, LLC | History | Added to | 25,756 | 258 | 0.03% | 0.03% | 391 | +5,148 | 24.98% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 23,946 | 256 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Front Row Advisors LLC | History | No change | 25,000 | 253 | 0.09% | 0.09% | 393 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 25,105 | 251 | 0.09% | 0.09% | 394 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 24,545 | 246 | 0.0% | 0.01% | 395 | -33,840 | -57.96% | Q1 2026 | Apr 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 24,500 | 245 | 0.0% | 0.0% | 396 | -217 | -0.88% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 24,417 | 244 | 0.01% | 0.01% | 398 | +3,610 | 17.35% | Q1 2026 | Apr 13, 2026 |
| J.M. Arbour, LLC | History | Reduced | 24,426 | 244 | 0.23% | 0.27% | 400 | -1,067 | -4.19% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 24,414 | 244 | 0.03% | 0.03% | 399 | +775 | 3.28% | Q1 2026 | May 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 9,940 | 244 | 0.06% | 0.06% | 397 | +148 | 1.51% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 24,004 | 240 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 23,593 | 236 | 0.02% | 0.02% | 402 | +7,124 | 43.26% | Q1 2026 | Apr 30, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 23,359 | 236 | 0.08% | 0.08% | 403 | +2,071 | 9.73% | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 23,476 | 235 | 0.0% | 0.0% | 404 | +6,813 | 40.89% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Added to | 23,414 | 234 | 0.13% | 0.12% | 406 | +3,790 | 19.31% | Q1 2026 | May 12, 2026 |
| DAVIDSON TRUST CO | History | Added to | 23,341 | 234 | 0.1% | 0.1% | 405 | +985 | 4.41% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 23,300 | 233 | 0.0% | 0.0% | 407 | +3,877 | 19.96% | Q1 2026 | Apr 30, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 23,261 | 233 | 0.03% | 0.04% | 408 | -864 | -3.58% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,102 | 231 | 0.0% | 0.0% | 409 | +1,422 | 6.56% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 23,091 | 231 | 0.03% | 0.05% | 410 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 22,653 | 227 | 0.0% | 0.0% | 411 | +1,353 | 6.35% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,197 | 222 | 0.0% | 0.0% | 412 | +568 | 2.63% | Q1 2026 | May 13, 2026 |
| SMART Wealth LLC | History | Added to | 22,079 | 221 | 0.06% | 0.06% | 414 | +4,117 | 22.92% | Q1 2026 | Apr 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 22,059 | 221 | 0.03% | 0.03% | 413 | +891 | 4.21% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 21,939 | 220 | 0.0% | 0.0% | 415 | -16,428 | -42.82% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,594 | 220 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 21,888 | 219 | 0.03% | — | 418 | +21,888 | New | Q1 2026 | May 11, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 21,884 | 219 | 0.05% | — | 419 | +21,884 | New | Q1 2026 | Apr 09, 2026 |
| JBR Co Financial Management Inc | History | No change | 20,502 | 219 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 21,756 | 218 | 0.01% | 0.02% | 420 | -9,769 | -30.99% | Q1 2026 | May 14, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 20,104 | 215 | 0.56% | 0.56% | 421 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 20,036 | 214 | 0.45% | 0.45% | 422 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Southland Equity Partners LLC | History | Reduced | 21,186 | 212 | 0.04% | 0.33% | 423 | -132,996 | -86.26% | Q1 2026 | Apr 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 20,897 | 209 | 0.0% | 0.0% | 424 | +10,236 | 96.01% | Q1 2026 | May 11, 2026 |
| Redwood Investment Management, LLC | History | Added to | 20,853 | 209 | 0.03% | 0.02% | 426 | +664 | 3.29% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 20,840 | 209 | 0.0% | 0.01% | 425 | +622 | 3.08% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 20,528 | 205 | 0.0% | 0.0% | 428 | +1,064 | 5.47% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 20,455 | 205 | 0.0% | 0.0% | 427 | -775 | -3.65% | Q1 2026 | May 05, 2026 |
| Register Financial Advisors LLC | History | No change | 20,500 | 205 | 0.08% | 0.09% | 429 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 20,316 | 203 | 0.04% | 0.04% | 430 | -564 | -2.7% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 20,219 | 202 | 0.0% | 0.0% | 431 | +30 | 0.15% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 20,164 | 202 | 0.04% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Walleye Capital LLC | History | New | 20,087 | 201 | 0.0% | — | 435 | +20,087 | New | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 20,112 | 201 | 0.05% | 0.04% | 433 | +1,124 | 5.92% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 20,076 | 201 | 0.0% | 0.0% | 434 | -279 | -1.37% | Q1 2026 | May 13, 2026 |
| SIG BROKERAGE, LP | History | No change | 20,000 | 200 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 18,621 | 200 | 0.11% | 0.11% | 437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 19,555 | 198 | 0.04% | 0.05% | 439 | -1,377 | -6.58% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 19,811 | 198 | 0.0% | 0.0% | 438 | +65 | 0.33% | Q1 2026 | May 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 19,573 | 196 | 0.01% | 0.02% | 440 | +98 | 0.5% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 19,529 | 195 | 0.01% | 0.01% | 441 | -134 | -0.68% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 19,203 | 194 | 0.0% | 0.0% | 442 | -137 | -0.71% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,288 | 193 | 0.0% | 0.0% | 443 | +5,091 | 35.86% | Q1 2026 | May 08, 2026 |
| Sagewood Asset Management LP | History | New | 19,071 | 191 | 0.06% | — | 445 | +19,071 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 19,141 | 191 | 0.0% | 0.0% | 444 | +275 | 1.46% | Q1 2026 | May 11, 2026 |
| Navigation Group, LLC | History | New | 18,880 | 189 | 0.04% | — | 446 | +18,880 | New | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 18,760 | 188 | 0.03% | — | 447 | +18,760 | New | Q1 2026 | May 08, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 18,700 | 187 | 0.05% | 0.05% | 448 | -500 | -2.6% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 18,185 | 182 | 0.0% | 0.0% | 450 | +16 | 0.09% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,997 | 182 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 18,128 | 181 | 0.0% | 0.0% | 451 | +597 | 3.41% | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 18,090 | 181 | 0.08% | 0.07% | 452 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 17,998 | 180 | 0.0% | 0.0% | 453 | -2,381 | -11.68% | Q1 2026 | May 11, 2026 |
| Weaver Consulting Group | History | Reduced | 17,984 | 180 | 0.04% | 0.05% | 454 | -1,853 | -9.34% | Q1 2026 | May 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 17,876 | 179 | 0.07% | 0.07% | 455 | +1,541 | 9.43% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 17,749 | 178 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,721 | 177 | 0.0% | 0.0% | 457 | +15,963 | 908.02% | Q1 2026 | May 07, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 17,623 | 176 | 0.05% | 0.05% | 458 | +2,188 | 14.18% | Q1 2026 | Apr 30, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 17,481 | 175 | 0.09% | 0.07% | 459 | +5,012 | 40.2% | Q1 2026 | Apr 15, 2026 |
| Solstein Capital, LLC | History | No change | 17,493 | 175 | 0.07% | 0.07% | 460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 17,386 | 174 | 0.01% | 0.02% | 461 | -9,000 | -34.11% | Q1 2026 | Apr 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 17,392 | 174 | 0.06% | 0.06% | 462 | -674 | -3.73% | Q1 2026 | Apr 10, 2026 |
| one8zero8, LLC | History | Added to | 17,300 | 173 | 0.04% | 0.03% | 464 | +5,800 | 50.43% | Q1 2026 | May 07, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 17,305 | 173 | 0.01% | 0.01% | 463 | -3,000 | -14.77% | Q1 2026 | Apr 28, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 17,222 | 172 | 0.1% | 0.1% | 466 | +546 | 3.27% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 17,191 | 172 | 0.0% | 0.0% | 465 | +326 | 1.93% | Q1 2026 | Apr 08, 2026 |
| WINTON GROUP Ltd | History | New | 17,100 | 171 | 0.01% | — | 468 | +17,100 | New | Q1 2026 | May 12, 2026 |
| Value Investment Professionals, LLC | History | Added to | 17,080 | 171 | 0.16% | 0.19% | 467 | +539 | 3.26% | Q1 2026 | Apr 27, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 17,000 | 170 | 0.09% | 0.08% | 469 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 32,100 | 167 | 0.11% | 0.48% | 470 | -388,400 | -92.37% | Q1 2026 | May 15, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 16,694 | 167 | 0.01% | — | 471 | +16,694 | New | Q1 2026 | Apr 16, 2026 |
| First Affirmative Financial Network | History | New | 16,688 | 167 | 0.06% | — | 472 | +16,688 | New | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 16,590 | 166 | 0.0% | 0.0% | 473 | +878 | 5.59% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | New | 16,294 | 163 | 0.01% | — | 476 | +16,294 | New | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,273 | 163 | 0.0% | 0.01% | 474 | +2,576 | 18.81% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 14,348 | 163 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 16,532 | 162 | 0.01% | 0.01% | 478 | +1,317 | 8.66% | Q1 2026 | May 14, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 16,202 | 162 | 0.04% | 0.04% | 479 | +200 | 1.25% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 16,173 | 162 | 0.0% | 0.0% | 477 | +27 | 0.17% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 16,101 | 161 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 16,000 | 160 | 0.0% | 0.0% | 481 | -20,000 | -55.56% | Q1 2026 | May 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 16,002 | 160 | 0.02% | — | 483 | +16,002 | New | Q1 2026 | Apr 30, 2026 |
| WoodTrust Financial Corp | History | New | 16,000 | 160 | 0.02% | — | 482 | +16,000 | New | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 15,808 | 158 | 0.01% | 0.01% | 484 | +1,042 | 7.06% | Q1 2026 | Apr 14, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 15,647 | 156 | 0.03% | 0.02% | 485 | +5,290 | 51.08% | Q1 2026 | May 05, 2026 |
| Baader Bank Aktiengesellschaft | History | Added to | 23,609 | 155 | 0.01% | 0.01% | 486 | +4,971 | 26.67% | Q1 2026 | May 08, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 15,350 | 153 | 0.1% | 0.09% | 487 | +2,925 | 23.54% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14,785 | 150 | 0.01% | 0.01% | 488 | +6,667 | 82.13% | Q1 2026 | May 15, 2026 |
| CTC Alternative Strategies, Ltd. | History | No change | 15,000 | 150 | 0.34% | 0.3% | 489 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ROGCO, LP | History | No change | 15,000 | 150 | 0.05% | 0.05% | 490 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dana Investment Advisors, Inc. | History | New | 14,575 | 146 | 0.0% | — | 492 | +14,575 | New | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 14,600 | 146 | 0.0% | 0.0% | 491 | +6,500 | 80.25% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 14,485 | 145 | 0.01% | — | 494 | +14,485 | New | Q1 2026 | May 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 14,500 | 145 | 0.07% | 0.05% | 493 | +4,000 | 38.1% | Q1 2026 | Apr 15, 2026 |
| MQS Management LLC | History | New | 14,263 | 143 | 0.1% | — | 495 | +14,263 | New | Q1 2026 | Apr 23, 2026 |
| Diligent Investors, LLC | History | Added to | 14,186 | 142 | 0.04% | 0.04% | 496 | +54 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 14,000 | 140 | 0.13% | 0.15% | 497 | -3,000 | -17.65% | Q1 2026 | Apr 21, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 13,860 | 139 | 0.11% | 0.12% | 498 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Alpine Global Management, LLC | History | New | 13,562 | 136 | 0.02% | — | 499 | +13,562 | New | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 13,506 | 135 | 0.01% | 0.01% | 500 | +9 | 0.07% | Q1 2026 | May 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 13,498 | 135 | 0.02% | 0.02% | 501 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,382 | 134 | 0.0% | — | 502 | +13,382 | New | Q1 2026 | Apr 20, 2026 |
| Avior Wealth Management, LLC | History | New | 13,351 | 133 | 0.0% | — | 503 | +13,351 | New | Q1 2026 | Apr 09, 2026 |
| BCO Wealth Management LLC | History | Added to | 13,214 | 132 | 0.08% | 0.08% | 505 | +341 | 2.65% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,224 | 132 | 0.0% | 0.0% | 504 | +61 | 0.46% | Q1 2026 | Apr 10, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 13,098 | 131 | 0.03% | 0.02% | 506 | +1,072 | 8.91% | Q1 2026 | Apr 29, 2026 |
| Baron Wealth Management LLC | History | Added to | 13,102 | 131 | 0.04% | 0.04% | 507 | +500 | 3.97% | Q1 2026 | Apr 16, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 13,000 | 130 | 0.03% | 0.03% | 508 | -804 | -5.82% | Q1 2026 | Apr 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 13,040 | 130 | 0.03% | 0.03% | 510 | +346 | 2.73% | Q1 2026 | May 13, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 13,022 | 130 | 0.05% | 0.06% | 509 | +271 | 2.13% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 12,854 | 128 | 0.0% | — | 511 | +12,854 | New | Q1 2026 | May 08, 2026 |
| Gibbs Wealth Management | History | New | 12,798 | 128 | 0.02% | — | 512 | +12,798 | New | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,586 | 126 | 0.0% | 0.0% | 513 | +1,647 | 15.06% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | New | 12,449 | 124 | 0.01% | — | 515 | +12,449 | New | Q1 2026 | May 04, 2026 |
| Permanent Capital Management, LP | History | Added to | 11,180 | 124 | 0.02% | 0.02% | 514 | +380 | 3.52% | Q1 2026 | May 14, 2026 |
| Van Diest Capital, LLC | History | New | 12,067 | 121 | 0.1% | — | 517 | +12,067 | New | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 11,300 | 121 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Linscomb Wealth, Inc. | History | New | 12,031 | 120 | 0.01% | — | 519 | +12,031 | New | Q1 2026 | May 11, 2026 |
| BTC Capital Management, Inc. | History | No change | 12,000 | 120 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | New | 11,873 | 119 | 0.0% | — | 521 | +11,873 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,871 | 119 | 0.0% | 0.0% | 520 | -4,952 | -29.44% | Q1 2026 | May 15, 2026 |
| Capital Square, LLC | History | Added to | 10,764 | 118 | 0.05% | 0.06% | 522 | +462 | 4.48% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 11,702 | 117 | 0.01% | 0.01% | 525 | +1,119 | 10.57% | Q1 2026 | Apr 29, 2026 |
| Avory & Company, LLC | History | Added to | 11,687 | 117 | 0.15% | 0.08% | 524 | +372 | 3.29% | Q1 2026 | Apr 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 11,737 | 117 | 0.08% | 0.09% | 523 | +12 | 0.1% | Q1 2026 | Apr 15, 2026 |
| PW Nova Financial Services LLC | History | New | 11,565 | 115 | 0.03% | — | 527 | +11,565 | New | Q1 2026 | Apr 15, 2026 |
| Talon Private Wealth, LLC | History | New | 11,500 | 115 | 0.02% | — | 526 | +11,500 | New | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Added to | 11,384 | 114 | 0.02% | 0.02% | 529 | +315 | 2.85% | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 11,421 | 114 | 0.01% | 0.01% | 528 | -194 | -1.67% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 11,328 | 113 | 0.0% | 0.0% | 530 | -2,196 | -16.24% | Q1 2026 | May 14, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 11,266 | 112 | 0.04% | 0.04% | 531 | +303 | 2.76% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | New | 11,134 | 111 | 0.01% | — | 533 | +11,134 | New | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 11,142 | 111 | 0.03% | 0.04% | 532 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 10,976 | 110 | 0.02% | 0.02% | 534 | +600 | 5.78% | Q1 2026 | May 06, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 10,000 | 109 | 0.04% | 0.05% | 535 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Optas, LLC | History | Reduced | 10,684 | 107 | 0.02% | 0.02% | 536 | -83 | -0.77% | Q1 2026 | Apr 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 10,602 | 106 | 0.04% | 0.04% | 537 | +27 | 0.26% | Q1 2026 | Apr 17, 2026 |
| Pasadena Private Wealth, LLC | History | New | 10,559 | 105 | 0.01% | — | 538 | +10,559 | New | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Advisory LLC | History | New | 10,555 | 105 | 0.02% | — | 539 | +10,555 | New | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | New | 10,414 | 105 | 0.01% | — | 540 | +10,414 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,380 | 104 | 0.0% | 0.0% | 541 | +1,415 | 15.78% | Q1 2026 | May 15, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 10,438 | 104 | 0.05% | 0.05% | 542 | +330 | 3.26% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | New | 10,337 | 103 | 0.0% | — | 543 | +10,337 | New | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,054 | 102 | 0.0% | 0.0% | 544 | -1,166 | -10.39% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Reduced | 10,000 | 100 | 0.29% | 0.02% | 546 | -35,158 | -77.86% | Q1 2026 | May 12, 2026 |
| Welch Group, LLC | History | New | 10,064 | 100 | 0.0% | — | 547 | +10,064 | New | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,239 | 100 | 0.01% | 0.01% | 545 | -491 | -4.58% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Added to | 9,967 | 99 | 0.0% | 0.0% | 548 | +1,687 | 20.37% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 9,677 | 97 | 0.0% | 0.0% | 549 | +722 | 8.06% | Q1 2026 | May 01, 2026 |
| AlphaCentric Advisors LLC | History | New | 8,859 | 88 | 0.09% | — | 550 | +8,859 | New | Q1 2026 | May 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 8,684 | 87 | 0.06% | 0.05% | 551 | +1,482 | 20.58% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 8,000 | 80 | 0.03% | 0.03% | 552 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 7,300 | 73 | 0.05% | 0.06% | 553 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WealthCollab, LLC | History | Added to | 7,206 | 72 | 0.03% | 0.03% | 555 | +216 | 3.09% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,799 | 72 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | New | 6,901 | 69 | 0.0% | — | 556 | +6,901 | New | Q1 2026 | Apr 23, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 2,680 | 65 | 0.06% | 0.05% | 557 | +35 | 1.32% | Q1 2026 | Apr 22, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 6,188 | 62 | 0.02% | 0.02% | 558 | +464 | 8.11% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,000 | 60 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,652 | 56 | 0.0% | 0.0% | 560 | +5,510 | 3880.28% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | No change | 5,496 | 55 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 5,000 | 53 | 0.02% | 0.02% | 562 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Reduced | 4,982 | 50 | 0.03% | 0.06% | 564 | -5,800 | -53.79% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 5,071 | 50 | 0.0% | 0.0% | 563 | +43 | 0.86% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 5,000 | 50 | 0.04% | 0.03% | 565 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 5,000 | 50 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Added to | 4,889 | 49 | 0.01% | 0.01% | 567 | +1,169 | 31.42% | Q1 2026 | May 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 4,753 | 47 | 0.0% | 0.0% | 568 | +418 | 9.64% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,760 | 47 | 0.0% | 0.01% | 569 | +115 | 2.48% | Q1 2026 | May 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 4,671 | 46 | 0.03% | 0.03% | 570 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,472 | 45 | 0.0% | 0.0% | 571 | -1,034 | -18.78% | Q1 2026 | May 14, 2026 |
| Financial Life Planners | History | New | 3,697 | 37 | 0.03% | — | 573 | +3,697 | New | Q1 2026 | Apr 24, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,695 | 37 | 0.0% | 0.0% | 572 | -58 | -1.55% | Q1 2026 | Apr 28, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,267 | 35 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Finance Group S.A. | History | New | 3,840 | 31 | 0.02% | — | 577 | +3,840 | New | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 3,122 | 31 | 0.0% | 0.0% | 575 | -50 | -1.58% | Q1 2026 | Apr 22, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 3,127 | 31 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 3,000 | 30 | 0.0% | — | 579 | +3,000 | New | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,065 | 30 | 0.0% | 0.0% | 578 | +303 | 10.97% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,799 | 28 | 0.0% | 0.0% | 580 | -5,541 | -66.44% | Q1 2026 | Apr 07, 2026 |
| Graney & King, LLC | History | Added to | 2,838 | 28 | 0.02% | 0.01% | 581 | +976 | 52.42% | Q1 2026 | May 18, 2026 |
| Avion Wealth | History | Added to | 2,727 | 27 | 0.01% | 0.0% | 582 | +2,021 | 286.26% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 2,528 | 25 | 0.0% | 0.0% | 583 | -2,472 | -49.44% | Q1 2026 | May 04, 2026 |
| SWAN Capital LLC | History | No change | 2,500 | 25 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Reduced | 2,400 | 24 | 0.0% | 0.0% | 585 | -10,700 | -81.68% | Q1 2026 | May 12, 2026 |
| GoalVest Advisory LLC | History | No change | 2,451 | 24 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,342 | 23 | 0.0% | 0.0% | 588 | -4,074 | -63.5% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 2,392 | 23 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,355 | 23 | 0.01% | 0.01% | 589 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Crewe Advisors LLC | History | Added to | 2,291 | 22 | 0.0% | 0.0% | 590 | +1,086 | 90.12% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,077 | 21 | 0.0% | 0.0% | 591 | -1,667 | -44.52% | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2,100 | 21 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 2,030 | 20 | 0.0% | — | 594 | +2,030 | New | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | New | 2,021 | 20 | 0.0% | — | 593 | +2,021 | New | Q1 2026 | May 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 2,012 | 19 | 0.01% | 0.01% | 597 | +607 | 43.2% | Q1 2026 | May 13, 2026 |
| Transce3nd, LLC | History | Reduced | 1,911 | 19 | 0.17% | 0.2% | 596 | -197 | -9.35% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 1,928 | 19 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,841 | 18 | 0.0% | 0.0% | 598 | +1,049 | 132.45% | Q1 2026 | May 06, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,786 | 18 | 0.0% | 0.0% | 600 | +1,025 | 134.69% | Q1 2026 | Apr 16, 2026 |
| Financial Connections Group, Inc. | History | Added to | 1,822 | 18 | 0.01% | 0.01% | 601 | +58 | 3.29% | Q1 2026 | May 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,730 | 18 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,719 | 17 | 0.0% | 0.0% | 602 | -1,532 | -47.12% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,755 | 17 | 0.0% | 0.0% | 603 | -335 | -16.03% | Q1 2026 | May 06, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,500 | 16 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 1,623 | 15 | 0.0% | — | 607 | +1,623 | New | Q1 2026 | Apr 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,550 | 15 | 0.0% | — | 608 | +1,550 | New | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,551 | 15 | 0.0% | 0.0% | 605 | +879 | 130.8% | Q1 2026 | Apr 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,500 | 15 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,288 | 14 | 0.02% | 0.02% | 611 | +43 | 3.45% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,329 | 14 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,320 | 14 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Added to | 1,328 | 13 | 0.0% | 0.0% | 614 | +184 | 16.08% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,373 | 13 | 0.0% | 0.0% | 613 | +175 | 14.61% | Q1 2026 | Apr 17, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 1,370 | 13 | 0.0% | 0.0% | 612 | +116 | 9.25% | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,234 | 12 | 0.0% | 0.0% | 615 | +39 | 3.26% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,226 | 12 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,200 | 12 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | New | 1,144 | 11 | 0.0% | — | 622 | +1,144 | New | Q1 2026 | Apr 06, 2026 |
| Vision Retirement, LLC | History | Reduced | 1,183 | 11 | 0.0% | 0.0% | 621 | -44 | -3.59% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,155 | 11 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | No change | 1,109 | 11 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,106 | 11 | 0.01% | 0.01% | 620 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 1,033 | 10 | 0.01% | — | 624 | +1,033 | New | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,012 | 10 | 0.0% | — | 625 | +1,012 | New | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,008 | 10 | 0.01% | 0.01% | 623 | +32 | 3.28% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 997 | 9 | 0.0% | — | 628 | +997 | New | Q1 2026 | May 19, 2026 |
| Root Financial Partners, LLC | History | Added to | 923 | 9 | 0.0% | — | 627 | +856 | 1277.61% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 989 | 9 | 0.0% | 0.0% | 626 | +74 | 8.09% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 823 | 8 | 0.0% | 0.0% | 629 | +647 | 367.61% | Q1 2026 | May 13, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 750 | 7 | 0.0% | 0.01% | 630 | -3,250 | -81.25% | Q1 2026 | Apr 15, 2026 |
| PlanVest Financial, Inc | History | New | 742 | 7 | 0.01% | — | 633 | +742 | New | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Added to | 700 | 7 | 0.0% | 0.0% | 632 | +479 | 216.74% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 703 | 7 | 0.0% | 0.0% | 631 | -72 | -9.29% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | New | 680 | 6 | 0.0% | — | 636 | +680 | New | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 660 | 6 | 0.0% | 0.0% | 634 | -140 | -17.5% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 600 | 6 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | New | 506 | 5 | 0.0% | — | 643 | +506 | New | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 581 | 5 | 0.0% | 0.0% | 639 | +340 | 141.08% | Q1 2026 | Apr 21, 2026 |
| Sachetta, LLC | History | Added to | 526 | 5 | 0.0% | 0.0% | 641 | +293 | 125.75% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 500 | 5 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GODSEY & GIBB, INC | History | No change | 540 | 5 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 496 | 5 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| High Point Wealth Management, LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 469 | 4 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 301 | 3 | 0.0% | 0.0% | 646 | -245 | -44.87% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 325 | 3 | 0.0% | 0.0% | 650 | +223 | 218.63% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 392 | 3 | 0.0% | 0.0% | 649 | +167 | 74.22% | Q1 2026 | Apr 07, 2026 |
| Aspect Partners, LLC | History | Added to | 335 | 3 | 0.0% | 0.0% | 648 | +4 | 1.21% | Q1 2026 | Apr 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 250 | 3 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 325 | 3 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | No change | 303 | 3 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 285 | 2 | 0.0% | — | 658 | +285 | New | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | New | 269 | 2 | 0.0% | — | 659 | +269 | New | Q1 2026 | Apr 28, 2026 |
| Indiana Trust & Investment Management Co | History | New | 250 | 2 | 0.0% | — | 660 | +250 | New | Q1 2026 | Apr 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 225 | 2 | 0.0% | — | 662 | +225 | New | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 199 | 2 | 0.0% | — | 661 | +199 | New | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 224 | 2 | 0.0% | 0.0% | 657 | +31 | 16.06% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Added to | 228 | 2 | 0.0% | 0.0% | 654 | +8 | 3.64% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | No change | 210 | 2 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Marquette Asset Management, LLC | History | No change | 271 | 2 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 229 | 2 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 153 | 1 | 0.0% | 0.0% | 668 | -225 | -59.52% | Q1 2026 | May 11, 2026 |
| MOTCO | History | New | 173 | 1 | 0.0% | — | 675 | +173 | New | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | New | 119 | 1 | 0.0% | — | 674 | +119 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 114 | 1 | 0.0% | 0.0% | 673 | -117 | -50.65% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 108 | 1 | 0.0% | — | 676 | +108 | New | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 173 | 1 | 0.0% | 0.0% | 665 | -51 | -22.77% | Q1 2026 | Apr 29, 2026 |
| Cromwell Holdings LLC | History | Added to | 196 | 1 | 0.0% | 0.0% | 667 | +50 | 34.25% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 148 | 1 | 0.0% | 0.0% | 666 | +5 | 3.5% | Q1 2026 | May 06, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 128 | 1 | 0.0% | 0.0% | 671 | +4 | 3.23% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 122 | 1 | 0.0% | 0.0% | 670 | -1 | -0.81% | Q1 2026 | May 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clearstead Trust, LLC | History | No change | 145 | 1 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 118 | 1 | 0.0% | 0.0% | 669 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Key Capital Management, INC | History | No change | 109 | 1 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beach Point Capital Management LP | History | Closed out | 0 | 0 | — | 0.13% | — | -5,279,700 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -853,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -664,186 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -523,136 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -409,097 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -147,067 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -127,630 | -100.0% | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -115,765 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -106,690 | -100.0% | Q1 2026 | May 13, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -98,480 | -100.0% | Q1 2026 | May 13, 2026 |
| Cannon Global Investment Management, LLC | History | Closed out | 0 | 0 | — | 2.41% | — | -89,400 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -72,810 | -100.0% | Q1 2026 | May 05, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -65,232 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -57,700 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,932 | -100.0% | Q1 2026 | May 15, 2026 |
| KG Capital Management | History | Closed out | 0 | 0 | — | 0.14% | — | -51,334 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -46,517 | -100.0% | Q1 2026 | May 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -36,200 | -100.0% | Q1 2026 | Apr 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.01% | — | -30,356 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,129 | -100.0% | Q1 2026 | May 11, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,075 | -100.0% | Q1 2026 | May 15, 2026 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 1.48% | — | -21,708 | -100.0% | Q1 2026 | Apr 07, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -20,971 | -100.0% | Q1 2026 | May 12, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,022 | -100.0% | Q1 2026 | Apr 15, 2026 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -18,786 | -100.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,743 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,060 | -100.0% | Q1 2026 | May 05, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,843 | -100.0% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,754 | -100.0% | Q1 2026 | May 15, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Closed out | 0 | 0 | — | 0.07% | — | -12,721 | -100.0% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 85 | 0 | — | 0.02% | — | -12,700 | -99.34% | Q1 2026 | May 08, 2026 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,059 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,877 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CWC Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -11,750 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,041 | -100.0% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,992 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,975 | -100.0% | Q1 2026 | May 14, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,968 | -100.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,594 | -100.0% | Q1 2026 | May 15, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Closed out | 0 | 0 | — | 0.03% | — | -10,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Essex LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,200 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,161 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,097 | -100.0% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,085 | -100.0% | Q1 2026 | May 11, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,008 | -100.0% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,250 | -100.0% | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,715 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,218 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,073 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,712 | -100.0% | Q1 2026 | May 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,200 | -100.0% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Reduced | 51 | 0 | — | 0.0% | — | -1,966 | -97.47% | Q1 2026 | Apr 15, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,220 | -100.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -936 | -100.0% | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -629 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -512 | -100.0% | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -464 | -100.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -299 | -99.67% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | May 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 77 | 0 | — | — | — | +77 | New | Q1 2026 | Apr 28, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -76 | -100.0% | Q1 2026 | May 13, 2026 |
| ABOUND FINANCIAL, LLC | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 04, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 22 | 0 | — | — | — | +8 | 57.14% | Q1 2026 | Apr 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 23 | 0 | — | — | — | -8 | -25.81% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 26 | 0 | — | — | — | +5 | 23.81% | Q1 2026 | Apr 30, 2026 |
| Torren Management, LLC | History | Added to | 45 | 0 | — | — | — | +1 | 2.27% | Q1 2026 | Apr 30, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DecisionPoint Financial, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |