ASSURED GUARANTY LTD - AGO
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 | 6,153,030 | 552,972 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 5,780,463 | 470,992 | 0.01% | 0.01% | 2 | +218,119 | 3.92% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,925,791 | 319,873 | 0.02% | — | 3 | +3,925,791 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,011,751 | 245,394 | 0.05% | 0.06% | 4 | -141,932 | -4.5% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,965,693 | 160,164 | 0.0% | — | 5 | +1,965,693 | New | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Added to | 1,891,378 | 154,109 | 1.75% | 1.86% | 6 | +5,515 | 0.29% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | Reduced | 1,572,236 | 128,105 | 0.0% | 0.0% | 7 | -24,400 | -1.53% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,356,635 | 110,538 | 0.08% | 0.1% | 8 | -107,584 | -7.35% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,316,129 | 107,238 | 0.06% | 0.05% | 9 | +103,974 | 8.58% | Q1 2026 | May 15, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 1,287,173 | 104,880 | 3.01% | 3.4% | 10 | +24,475 | 1.94% | Q1 2026 | Apr 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 982,147 | 80,025 | 0.79% | 0.9% | 11 | -1,238 | -0.13% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 860,440 | 69,816 | 0.03% | 0.02% | 12 | +334,306 | 63.54% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 849,653 | 69,229 | 0.23% | 0.27% | 13 | -32,250 | -3.66% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 780,573 | 63,601 | 0.03% | 0.04% | 14 | -25,376 | -3.15% | Q1 2026 | May 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 734,344 | 59,849 | 0.0% | 0.0% | 15 | -29,759 | -3.89% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 573,478 | 51,538 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Boston Partners | History | Reduced | 575,890 | 46,888 | 0.05% | 0.07% | 17 | -190,761 | -24.88% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 571,350 | 46,553 | 0.01% | 0.0% | 18 | +142,524 | 33.24% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 570,014 | 46,444 | 0.0% | 0.0% | 19 | -24,920 | -4.19% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 523,381 | 42,645 | 0.03% | 0.04% | 20 | +202,982 | 63.35% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 499,347 | 40,686 | 0.07% | 0.07% | 21 | +123,672 | 32.92% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 448,294 | 36,526 | 0.0% | 0.01% | 22 | +1,249 | 0.28% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 416,019 | 33,719 | 0.01% | 0.01% | 23 | -83,492 | -16.71% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 404,935 | 32,994 | 0.05% | 0.05% | 24 | -31,814 | -7.28% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 384,457 | 31,325 | 0.01% | 0.01% | 25 | +111,974 | 41.09% | Q1 2026 | May 13, 2026 |
| Long Focus Capital Management, LLC | History | No change | 380,000 | 30,962 | 0.81% | 0.9% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 367,675 | 29,958 | 0.01% | 0.01% | 27 | -246,107 | -40.1% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 364,454 | 29,695 | 0.0% | 0.0% | 28 | +48,202 | 15.24% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 359,800 | 29,316 | 0.0% | 0.0% | 29 | +89,979 | 33.35% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 318,957 | 28,664 | 1.33% | 1.33% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 332,380 | 27,082 | 0.03% | 0.04% | 31 | -72,621 | -17.93% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 298,203 | 24,297 | 0.0% | 0.0% | 32 | -10,273 | -3.33% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 272,383 | 22,193 | 0.07% | 0.08% | 33 | +41,207 | 17.82% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 269,593 | 21,966 | 0.01% | — | 34 | +269,593 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 254,471 | 20,734 | 0.01% | 0.01% | 35 | -3,923 | -1.52% | Q1 2026 | May 14, 2026 |
| GENDELL JEFFREY L | History | New | 245,422 | 19,996 | 0.27% | — | 36 | +245,422 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 242,239 | 19,737 | 0.0% | 0.0% | 37 | +91,719 | 60.93% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 203,916 | 16,615 | 0.03% | 0.01% | 38 | +109,026 | 114.9% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 197,390 | 16,083 | 0.0% | 0.0% | 39 | +3,262 | 1.68% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 188,155 | 15,330 | 0.05% | 0.05% | 40 | +9,709 | 5.44% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 171,385 | 13,964 | 0.01% | 0.01% | 41 | +28,982 | 20.35% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Reduced | 170,065 | 13,856 | 1.23% | 2.15% | 42 | -126,681 | -42.69% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 159,480 | 12,994 | 0.0% | 0.0% | 43 | -25,645 | -13.85% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 145,519 | 11,856 | 0.0% | 0.0% | 44 | -1,121 | -0.76% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 143,366 | 11,681 | 0.0% | 0.0% | 45 | -18,369 | -11.36% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 135,233 | 11,019 | 0.01% | 0.01% | 46 | +63,111 | 87.51% | Q1 2026 | Apr 16, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 121,963 | 10,960 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allianz Asset Management GmbH | History | Added to | 132,287 | 10,778 | 0.01% | 0.01% | 48 | +20,667 | 18.52% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 131,959 | 10,752 | 0.01% | 0.01% | 49 | -19,491 | -12.87% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 130,902 | 10,665 | 0.01% | 0.01% | 50 | +5,122 | 4.07% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 130,456 | 10,629 | 0.0% | 0.01% | 51 | -192,675 | -59.63% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 127,000 | 10,347 | 0.01% | 0.01% | 52 | -4,481 | -3.41% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 125,592 | 10,233 | 0.01% | 0.0% | 53 | +28,874 | 29.85% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 122,572 | 9,987 | 0.01% | 0.01% | 54 | -3,591 | -2.85% | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 110,657 | 9,016 | 0.5% | 0.49% | 55 | +16,884 | 18.01% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 109,651 | 8,934 | 0.0% | 0.0% | 56 | +957 | 0.88% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 97,100 | 8,726 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 106,498 | 8,677 | 0.01% | 0.01% | 58 | +1,774 | 1.69% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 101,519 | 8,271 | 0.0% | 0.0% | 59 | -10,680 | -9.52% | Q1 2026 | May 08, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 95,099 | 7,748 | 0.01% | 0.01% | 60 | -2,016 | -2.08% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 94,410 | 7,692 | 0.0% | 0.0% | 61 | +19,708 | 26.38% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 95,210 | 7,655 | 0.0% | 0.0% | 62 | -10,126 | -9.61% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 88,939 | 7,266 | 0.0% | 0.0% | 63 | +37,946 | 74.41% | Q1 2026 | Apr 30, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 86,900 | 7,080 | 0.05% | 0.06% | 64 | -24,200 | -21.78% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 86,600 | 7,056 | 0.0% | 0.0% | 65 | -2,600 | -2.91% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 83,069 | 6,768 | 0.0% | 0.0% | 66 | +1,382 | 1.69% | Q1 2026 | Apr 30, 2026 |
| Vest Financial, LLC | History | Added to | 80,588 | 6,566 | 0.08% | 0.08% | 67 | +11,745 | 17.06% | Q1 2026 | Apr 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 79,473 | 6,475 | 0.03% | — | 68 | +79,473 | New | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 79,069 | 6,442 | 0.01% | 0.01% | 69 | -917 | -1.15% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 79,045 | 6,440 | 0.02% | 0.02% | 70 | -1,240 | -1.54% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 76,900 | 6,265 | 0.0% | 0.0% | 71 | +10,445 | 15.72% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 74,226 | 6,047 | 0.0% | 0.0% | 72 | -1,202 | -1.59% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 74,358 | 5,836 | 0.01% | 0.0% | 73 | -18,406 | -19.84% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 71,447 | 5,821 | 0.03% | 0.04% | 74 | -50,698 | -41.51% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 61,743 | 5,030 | 0.04% | 0.06% | 75 | -8,386 | -11.96% | Q1 2026 | May 15, 2026 |
| EULAV Asset Management | History | No change | 60,000 | 4,888 | 0.16% | 0.14% | 76 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | New | 59,909 | 4,881 | 0.01% | — | 77 | +59,909 | New | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 58,258 | 4,746 | 0.01% | 0.01% | 78 | -5,174 | -8.16% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 56,510 | 4,604 | 0.0% | 0.0% | 79 | +1,656 | 3.02% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 54,529 | 4,443 | 0.01% | 0.01% | 80 | -1,738 | -3.09% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 49,101 | 4,412 | 0.0% | 0.0% | 81 | -33,781 | -40.76% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 53,025 | 4,320 | 0.0% | 0.0% | 82 | +3,678 | 7.45% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 49,603 | 4,041 | 0.0% | 0.0% | 83 | +6,848 | 16.02% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Added to | 48,431 | 3,946 | 0.04% | 0.01% | 84 | +41,712 | 620.81% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 47,342 | 3,857 | 0.07% | 0.08% | 85 | +12,071 | 34.22% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 42,753 | 3,483 | 0.02% | 0.01% | 86 | -5,295 | -11.02% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 40,487 | 3,298 | 0.0% | 0.0% | 87 | +14,361 | 54.97% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 40,366 | 3,290 | 0.0% | 0.0% | 88 | +1,689 | 4.37% | Q1 2026 | May 15, 2026 |
| De Lisle Partners LLP | History | Reduced | 39,721 | 3,238 | 0.39% | 0.57% | 89 | -10,000 | -20.11% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 39,343 | 3,205 | 0.0% | — | 90 | +39,343 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 39,119 | 3,187 | 0.0% | — | 91 | +39,119 | New | Q1 2026 | May 08, 2026 |
| Hillsdale Investment Management Inc. | History | New | 37,800 | 3,079 | 0.08% | — | 92 | +37,800 | New | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | Added to | 37,000 | 3,014 | 0.0% | 0.0% | 93 | +20,907 | 129.91% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 36,898 | 3,006 | 0.01% | 0.01% | 94 | -2,256 | -5.76% | Q1 2026 | May 15, 2026 |
| VELA Investment Management, LLC | History | Added to | 35,791 | 2,916 | 0.67% | 0.74% | 95 | +682 | 1.94% | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 31,450 | 2,826 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 33,836 | 2,757 | 0.22% | 0.2% | 97 | +5,778 | 20.59% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,161 | 2,527 | 0.01% | 0.0% | 98 | -3,810 | -10.89% | Q1 2026 | Apr 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 30,263 | 2,465 | 0.0% | 0.02% | 99 | -92,358 | -75.32% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 29,303 | 2,387 | 0.0% | 0.0% | 100 | -2,500 | -7.86% | Q1 2026 | May 06, 2026 |
| NATIXIS | History | New | 29,135 | 2,373 | 0.01% | — | 101 | +29,135 | New | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | No change | 28,982 | 2,361 | 0.14% | 0.15% | 102 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 25,930 | 2,112 | 0.01% | 0.01% | 103 | +1,685 | 6.95% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 25,197 | 2,063 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 24,970 | 2,041 | 0.0% | 0.0% | 105 | +1,320 | 5.58% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 23,978 | 1,953 | 0.0% | 0.0% | 106 | -100,723 | -80.77% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 23,565 | 1,919 | 0.02% | 0.02% | 107 | -674 | -2.78% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 22,500 | 1,833 | 0.02% | 0.03% | 108 | -2,267 | -9.15% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 22,465 | 1,830 | 0.0% | 0.0% | 109 | +6,228 | 38.36% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 22,451 | 1,829 | 0.02% | 0.02% | 110 | -5,145 | -18.64% | Q1 2026 | May 08, 2026 |
| Oak Thistle LLC | History | Added to | 22,225 | 1,810 | 0.18% | 0.25% | 111 | +2,368 | 11.93% | Q1 2026 | Apr 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 21,500 | 1,751 | 0.01% | 0.01% | 112 | +300 | 1.42% | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 20,865 | 1,701 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 19,821 | 1,615 | 0.0% | 0.01% | 114 | -54,000 | -73.15% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 19,200 | 1,564 | 0.03% | 0.03% | 115 | -600 | -3.03% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Reduced | 19,161 | 1,561 | 0.01% | 0.01% | 116 | -2,405 | -11.15% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,631 | 1,518 | 0.0% | 0.0% | 117 | +850 | 4.78% | Q1 2026 | May 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 18,406 | 1,500 | 0.0% | 0.01% | 118 | -201 | -1.08% | Q1 2026 | May 14, 2026 |
| RBF Capital, LLC | History | No change | 18,000 | 1,466 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,909 | 1,459 | 0.01% | 0.01% | 120 | +9 | 0.05% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 17,362 | 1,414 | 0.0% | — | 121 | +17,362 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 17,035 | 1,387 | 0.0% | 0.0% | 122 | -25,286 | -59.75% | Q1 2026 | May 06, 2026 |
| Chou Associates Management Inc. | History | Added to | 16,990 | 1,384 | 0.66% | 0.49% | 123 | +6,000 | 54.6% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,712 | 1,362 | 0.0% | 0.0% | 124 | +65 | 0.39% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 15,565 | 1,268 | 0.0% | 0.01% | 125 | -49,545 | -76.09% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 15,322 | 1,248 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,031 | 1,224 | 0.03% | 0.03% | 127 | +31 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 14,821 | 1,207 | 0.02% | 0.02% | 128 | +3,506 | 30.99% | Q1 2026 | May 12, 2026 |
| Diametric Capital, LP | History | Added to | 14,662 | 1,194 | 0.31% | 0.28% | 129 | +3,155 | 27.42% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 13,915 | 1,133 | 0.0% | 0.0% | 130 | +2,523 | 22.15% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 13,833 | 1,127 | 0.0% | 0.0% | 131 | -53 | -0.38% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 13,779 | 1,122 | 0.0% | 0.0% | 132 | +3,364 | 32.3% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 13,766 | 1,121 | 0.02% | 0.09% | 133 | -31,698 | -69.72% | Q1 2026 | Apr 27, 2026 |
| Summit Global Investments | History | Added to | 13,645 | 1,112 | 0.07% | 0.01% | 134 | +11,010 | 417.84% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,547 | 1,103 | 0.0% | 0.0% | 135 | +4,186 | 44.72% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 13,456 | 1,096 | 0.12% | 0.13% | 136 | +17 | 0.13% | Q1 2026 | Apr 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,439 | 1,095 | 0.0% | 0.0% | 137 | -813 | -5.7% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,430 | 1,094 | 0.01% | 0.01% | 138 | -219 | -1.6% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,380 | 1,090 | 0.0% | 0.0% | 139 | +367 | 2.82% | Q1 2026 | Apr 22, 2026 |
| Aquatic Capital Management LLC | History | New | 13,313 | 1,084 | 0.03% | — | 140 | +13,313 | New | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 13,283 | 1,082 | 0.1% | — | 141 | +13,283 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 12,987 | 1,058 | 0.0% | 0.0% | 142 | +1,371 | 11.8% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,626 | 1,028 | 0.0% | 0.0% | 143 | -136 | -1.07% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,540 | 1,021 | 0.01% | 0.0% | 144 | +3,431 | 37.67% | Q1 2026 | Apr 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,404 | 1,011 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 12,275 | 1,000 | 0.0% | 0.01% | 146 | -1,834 | -13.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 12,248 | 997 | 0.03% | 0.03% | 147 | -26 | -0.21% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,056 | 982 | 0.0% | 0.0% | 148 | -193 | -1.58% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 12,038 | 980 | 0.01% | 0.01% | 149 | -514 | -4.09% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,582 | 943 | 0.01% | 0.01% | 150 | -132 | -1.13% | Q1 2026 | Apr 24, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 11,296 | 920 | 0.1% | 0.02% | 151 | +7,696 | 213.78% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 11,273 | 918 | 0.0% | 0.0% | 152 | +1,007 | 9.81% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 11,049 | 900 | 0.0% | — | 153 | +11,049 | New | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Reduced | 11,005 | 896 | 0.0% | 0.02% | 154 | -53,122 | -82.84% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 10,901 | 888 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 10,841 | 883 | 0.02% | 0.02% | 156 | -1,145 | -9.55% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 10,751 | 876 | 0.01% | 0.01% | 157 | -450 | -4.02% | Q1 2026 | May 04, 2026 |
| Entropy Technologies, LP | History | Added to | 10,745 | 875 | 0.04% | 0.02% | 158 | +6,771 | 170.38% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,713 | 872 | 0.0% | 0.0% | 159 | -12 | -0.11% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,344 | 842 | 0.0% | 0.01% | 160 | +52 | 0.51% | Q1 2026 | May 05, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 10,053 | 819 | 0.12% | 0.13% | 161 | -48 | -0.48% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 9,982 | 813 | 0.0% | 0.0% | 162 | -548 | -5.2% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,890 | 805 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 9,839 | 801 | 0.01% | 0.01% | 164 | +198 | 2.05% | Q1 2026 | Apr 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 9,781 | 796 | 0.02% | 0.01% | 165 | +3,398 | 53.24% | Q1 2026 | May 14, 2026 |
| Vinva Investment Management Ltd | History | New | 6,664 | 781 | 0.01% | — | 166 | +6,664 | New | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,403 | 766 | 0.0% | 0.0% | 167 | +240 | 2.62% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 9,409 | 766 | 0.01% | 0.01% | 168 | -133 | -1.39% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,284 | 756 | 0.0% | 0.0% | 169 | -105,246 | -91.89% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,250 | 753 | 0.0% | 0.0% | 170 | -49 | -0.53% | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 9,136 | 744 | 0.04% | 0.05% | 171 | +480 | 5.55% | Q1 2026 | Apr 16, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 8,726 | 710 | 0.01% | 0.02% | 172 | -23,382 | -72.82% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,696 | 708 | 0.01% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NOMURA HOLDINGS INC | History | New | 8,500 | 692 | 0.0% | — | 174 | +8,500 | New | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Reduced | 7,966 | 649 | 0.03% | 0.04% | 175 | -42 | -0.52% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 7,929 | 646 | 0.0% | — | 177 | +7,929 | New | Q1 2026 | May 15, 2026 |
| ARGA Investment Management, LP | History | No change | 7,938 | 646 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,916 | 644 | 0.0% | 0.0% | 178 | -3 | -0.04% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 7,878 | 641 | 0.07% | 0.07% | 179 | +325 | 4.3% | Q1 2026 | Apr 20, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,787 | 634 | 0.0% | 0.0% | 180 | +564 | 7.81% | Q1 2026 | Apr 22, 2026 |
| Sagewood Asset Management LP | History | Added to | 7,736 | 630 | 0.2% | 0.23% | 181 | +398 | 5.42% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,354 | 599 | 0.01% | 0.01% | 182 | +1,324 | 21.96% | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | New | 7,000 | 570 | 0.05% | — | 183 | +7,000 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,899 | 562 | 0.0% | 0.0% | 184 | +1,788 | 34.98% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,282 | 522 | 0.01% | 0.01% | 185 | +2,121 | 50.97% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | New | 6,064 | 494 | 0.0% | — | 186 | +6,064 | New | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,923 | 482 | 0.0% | 0.0% | 187 | -16 | -0.27% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,893 | 480 | 0.0% | — | 189 | +5,893 | New | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 5,900 | 480 | 0.02% | 0.02% | 188 | +1,665 | 39.32% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 5,853 | 476 | 0.0% | 0.0% | 190 | +230 | 4.09% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 5,761 | 469 | 0.01% | 0.01% | 192 | -542 | -8.6% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,766 | 469 | 0.0% | 0.0% | 191 | -507 | -8.08% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,715 | 466 | 0.0% | 0.0% | 193 | -11,838 | -67.44% | Q1 2026 | Apr 27, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 5,673 | 462 | 0.06% | 0.05% | 194 | +1,366 | 31.72% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,533 | 451 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 5,527 | 450 | 0.01% | 0.03% | 196 | -19,068 | -77.53% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 5,395 | 439 | 0.02% | 0.03% | 197 | -1,203 | -18.23% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,375 | 438 | 0.05% | 0.05% | 198 | +113 | 2.15% | Q1 2026 | Apr 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,337 | 434 | 0.0% | 0.0% | 199 | +1,297 | 32.1% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,283 | 430 | 0.0% | 0.0% | 200 | +3,783 | 252.2% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 5,227 | 425 | 0.07% | — | 201 | +5,227 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 5,172 | 421 | 0.0% | 0.0% | 202 | -97 | -1.84% | Q1 2026 | May 04, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 5,031 | 409 | 0.0% | 0.0% | 203 | +2,530 | 101.16% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 4,993 | 406 | 0.0% | — | 205 | +4,993 | New | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Reduced | 4,986 | 406 | 0.01% | 0.03% | 204 | -3,114 | -38.44% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,958 | 403 | 0.0% | 0.0% | 206 | +7 | 0.14% | Q1 2026 | May 07, 2026 |
| Frec Markets, Inc. | History | New | 4,822 | 392 | 0.07% | — | 208 | +4,822 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,949 | 392 | 0.0% | 0.0% | 207 | +374 | 8.17% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 4,716 | 384 | 0.0% | 0.0% | 209 | +1,780 | 60.63% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Added to | 4,710 | 383 | 0.03% | 0.01% | 210 | +2,214 | 88.7% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,543 | 370 | 0.01% | 0.0% | 211 | +2,188 | 92.91% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,457 | 363 | 0.0% | 0.0% | 212 | +586 | 15.14% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 4,233 | 344 | 0.12% | 0.13% | 213 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,200 | 342 | 0.0% | — | 214 | +4,200 | New | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 4,171 | 339 | 0.0% | 0.0% | 215 | +730 | 21.21% | Q1 2026 | May 01, 2026 |
| Procyon Advisors, LLC | History | Added to | 4,144 | 337 | 0.02% | 0.02% | 216 | +94 | 2.32% | Q1 2026 | May 04, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,041 | 329 | 0.1% | 0.14% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,960 | 323 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 3,962 | 322 | 0.01% | 0.01% | 219 | +727 | 22.47% | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 3,900 | 317 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 3,690 | 300 | 0.0% | 0.0% | 221 | -38 | -1.02% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,663 | 298 | 0.01% | 0.01% | 222 | -2,463 | -40.21% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,663 | 298 | 0.03% | 0.04% | 223 | -156 | -4.08% | Q1 2026 | Apr 06, 2026 |
| Calamos Advisors LLC | History | New | 3,636 | 296 | 0.0% | — | 224 | +3,636 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 3,636 | 296 | 0.01% | — | 225 | +3,636 | New | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,593 | 292 | 0.0% | 0.0% | 226 | +688 | 23.68% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | New | 3,571 | 290 | 0.0% | — | 227 | +3,571 | New | Q1 2026 | May 15, 2026 |
| 111 Capital | History | Added to | 3,491 | 284 | 0.07% | 0.05% | 228 | +910 | 35.26% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 3,420 | 278 | 0.0% | 0.0% | 229 | -374 | -9.86% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3,404 | 277 | 0.05% | 0.08% | 230 | -28 | -0.82% | Q1 2026 | May 11, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 3,389 | 276 | 0.1% | — | 231 | +3,389 | New | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,340 | 272 | 0.0% | 0.0% | 232 | +74 | 2.27% | Q1 2026 | May 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,334 | 271 | 0.0% | 0.0% | 233 | -580 | -14.82% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,314 | 270 | 0.0% | 0.0% | 234 | +962 | 40.9% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | New | 3,290 | 268 | 0.01% | — | 235 | +3,290 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 3,250 | 264 | 0.0% | 0.0% | 237 | +997 | 44.25% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,238 | 264 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,135 | 255 | 0.0% | 0.0% | 238 | -147 | -4.48% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 3,081 | 251 | 0.01% | 0.01% | 240 | +99 | 3.32% | Q1 2026 | May 04, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,089 | 251 | 0.0% | 0.0% | 239 | -54 | -1.72% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 3,064 | 249 | 0.02% | 0.02% | 241 | +258 | 9.19% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,878 | 234 | 0.01% | 0.01% | 243 | +171 | 6.32% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,907 | 234 | 0.0% | 0.0% | 242 | +107 | 3.82% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,864 | 233 | 0.0% | 0.0% | 244 | +391 | 15.81% | Q1 2026 | May 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,621 | 233 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 2,833 | 230 | 0.01% | — | 246 | +2,833 | New | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 2,530 | 227 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 2,748 | 223 | 0.04% | 0.05% | 248 | +9 | 0.33% | Q1 2026 | Apr 28, 2026 |
| iSAM Funds (UK) Ltd | History | New | 2,731 | 222 | 0.11% | — | 249 | +2,731 | New | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | New | 2,709 | 220 | 0.0% | — | 250 | +2,709 | New | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Added to | 2,697 | 219 | 0.0% | 0.01% | 251 | +347 | 14.77% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | New | 2,571 | 209 | 0.01% | — | 253 | +2,571 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 2,570 | 209 | 0.0% | — | 252 | +2,570 | New | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,542 | 207 | 0.0% | — | 254 | +2,542 | New | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 2,526 | 205 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 2,500 | 203 | 0.0% | — | 256 | +2,500 | New | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,506 | 202 | 0.01% | — | 258 | +2,506 | New | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,488 | 202 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Crestwood Advisors Group, LLC | History | New | 2,460 | 200 | 0.0% | — | 260 | +2,460 | New | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | New | 2,455 | 200 | 0.0% | — | 261 | +2,455 | New | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,460 | 200 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,393 | 194 | 0.0% | 0.0% | 262 | -30 | -1.24% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,106 | 171 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,918 | 154 | 0.01% | 0.01% | 264 | -949 | -33.1% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,833 | 149 | 0.17% | 0.07% | 265 | +818 | 80.59% | Q1 2026 | Apr 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,765 | 143 | 0.01% | 0.01% | 266 | -346 | -16.39% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 1,719 | 140 | 0.0% | 0.0% | 267 | +913 | 113.28% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 1,715 | 139 | 0.02% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Reduced | 1,452 | 118 | 0.0% | 0.0% | 269 | -72 | -4.72% | Q1 2026 | May 06, 2026 |
| Evergreen Private Wealth LLC | History | No change | 1,372 | 111 | 0.04% | 0.05% | 270 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KBC Group NV | History | No change | 1,347 | 110 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,279 | 104 | 0.01% | 0.01% | 272 | +75 | 6.23% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 1,179 | 96 | 0.0% | 0.0% | 273 | +303 | 34.59% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Added to | 1,159 | 94 | 0.01% | 0.01% | 274 | +63 | 5.75% | Q1 2026 | Apr 28, 2026 |
| State of Wyoming | History | Added to | 1,142 | 93 | 0.01% | 0.0% | 275 | +733 | 179.22% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 1,028 | 83 | 0.0% | 0.0% | 276 | -35 | -3.29% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,011 | 82 | 0.0% | 0.0% | 277 | -106 | -9.49% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,008 | 82 | 0.0% | 0.0% | 278 | -28 | -2.7% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,005 | 81 | 0.01% | 0.01% | 279 | +98 | 10.8% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 971 | 79 | 0.0% | 0.0% | 280 | +89 | 10.09% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 850 | 69 | 0.0% | 0.0% | 281 | +192 | 29.18% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 832 | 67 | 0.0% | 0.0% | 282 | +66 | 8.62% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 789 | 64 | 0.0% | — | 283 | +788 | 78800.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Reduced | 791 | 64 | 0.01% | 0.01% | 284 | -257 | -24.52% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 770 | 63 | 0.0% | 0.0% | 285 | +40 | 5.48% | Q1 2026 | May 01, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 704 | 57 | 0.0% | 0.0% | 286 | -22 | -3.03% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 653 | 53 | 0.01% | 0.0% | 288 | +596 | 1045.61% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 661 | 53 | 0.0% | 0.0% | 287 | +394 | 147.57% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 639 | 52 | 0.0% | 0.0% | 289 | +11 | 1.75% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 500 | 40 | 0.0% | 0.0% | 290 | -5,300 | -91.38% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 455 | 40 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 502 | 40 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 470 | 38 | 0.0% | 0.0% | 294 | +30 | 6.82% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 470 | 38 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 454 | 36 | 0.0% | 0.0% | 296 | +347 | 324.3% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 454 | 36 | 0.0% | 0.0% | 297 | -143 | -23.95% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 447 | 36 | 0.0% | 0.0% | 295 | +66 | 17.32% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 453 | 36 | 0.0% | 0.0% | 298 | +34 | 8.11% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Added to | 430 | 34 | 0.0% | 0.0% | 299 | +49 | 12.86% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 371 | 30 | 0.02% | 0.03% | 300 | -343 | -48.04% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 301 | 24 | 0.0% | 0.0% | 301 | +80 | 36.2% | Q1 2026 | Apr 24, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 294 | 23 | 0.0% | 0.0% | 302 | -19 | -6.07% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 260 | 21 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Added to | 245 | 19 | 0.01% | 0.0% | 304 | +98 | 66.67% | Q1 2026 | Apr 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 229 | 18 | 0.0% | 0.0% | 305 | -2 | -0.87% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 218 | 17 | 0.0% | 0.0% | 307 | -28 | -11.38% | Q1 2026 | Apr 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 218 | 17 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 202 | 16 | 0.0% | — | 308 | +202 | New | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 190 | 15 | 0.0% | 0.0% | 309 | +23 | 13.77% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | New | 175 | 14 | 0.0% | — | 310 | +175 | New | Q1 2026 | May 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 169 | 13 | 0.0% | — | 312 | +169 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 161 | 13 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 154 | 12 | 0.0% | 0.0% | 313 | +18 | 13.24% | Q1 2026 | Apr 30, 2026 |
| DT Investment Partners, LLC | History | No change | 156 | 12 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 142 | 11 | 0.0% | 0.01% | 315 | -117 | -45.17% | Q1 2026 | Apr 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 131 | 10 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 118 | 9 | 0.0% | 0.0% | 317 | +91 | 337.04% | Q1 2026 | Apr 29, 2026 |
| Red Tortoise LLC | History | No change | 114 | 9 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 105 | 8 | 0.0% | — | 319 | +105 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 96 | 7 | 0.0% | 0.0% | 320 | -1,162 | -92.37% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 90 | 7 | 0.0% | 0.0% | 322 | -534 | -85.58% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 90 | 7 | 0.0% | — | 324 | +90 | New | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 97 | 7 | 0.0% | 0.0% | 321 | +5 | 5.43% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 79 | 7 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, LLC | History | New | 84 | 6 | 0.0% | — | 325 | +84 | New | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Added to | 64 | 5 | 0.0% | — | 330 | +58 | 966.67% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 62 | 5 | 0.0% | — | 331 | +57 | 1140.0% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 69 | 5 | 0.0% | 0.0% | 327 | -23 | -25.0% | Q1 2026 | Apr 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 66 | 5 | 0.0% | 0.0% | 329 | -11 | -14.29% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 63 | 5 | 0.0% | 0.0% | 328 | +7 | 12.5% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 71 | 5 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | New | 50 | 4 | 0.0% | — | 338 | +50 | New | Q1 2026 | May 20, 2026 |
| Kilter Group LLC | History | Added to | 52 | 4 | 0.0% | — | 337 | +44 | 550.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 54 | 4 | 0.0% | 0.0% | 334 | +35 | 184.21% | Q1 2026 | Apr 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 57 | 4 | 0.0% | 0.0% | 335 | -19 | -25.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 51 | 4 | 0.0% | 0.0% | 332 | +5 | 10.87% | Q1 2026 | May 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 46 | 3 | 0.0% | 0.0% | 343 | -28 | -37.84% | Q1 2026 | Apr 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 41 | 3 | 0.0% | 0.0% | 340 | +17 | 70.83% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 43 | 3 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 44 | 3 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WPG Advisers, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | Reduced | 27 | 2 | 0.0% | 0.0% | 345 | -2,000 | -98.67% | Q1 2026 | Apr 13, 2026 |
| Sapience Investments, LLC | History | New | 30 | 2 | 0.26% | — | 346 | +30 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 24 | 1 | 0.0% | — | 359 | +24 | New | Q1 2026 | May 08, 2026 |
| Marquette Asset Management, LLC | History | New | 21 | 1 | 0.0% | — | 358 | +21 | New | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 24 | 1 | 0.0% | 0.0% | 356 | +11 | 84.62% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 19 | 1 | 0.0% | 0.0% | 355 | +7 | 58.33% | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 354 | -3 | -16.67% | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 348 | -2 | -7.69% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | No change | 17 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Clean Yield Group | History | No change | 17 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sunrise Financial Services, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -142,761 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -39,997 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -22,781 | -100.0% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,278 | -100.0% | Q1 2026 | May 13, 2026 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,559 | -100.0% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,843 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,073 | -100.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,783 | -100.0% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,449 | -100.0% | Q1 2026 | May 15, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,404 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,313 | -100.0% | Q1 2026 | May 14, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,262 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,212 | -100.0% | Q1 2026 | May 14, 2026 |
| KAHN BROTHERS GROUP INC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,110 | -100.0% | Q1 2026 | May 08, 2026 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,096 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -2,933 | -100.0% | Q1 2026 | May 07, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,923 | -100.0% | Q1 2026 | May 15, 2026 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -2,830 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,720 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JMN Financial LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -2,606 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,572 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,518 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Utah Retirement Systems | History | Closed out | 0 | 0 | — | 0.0% | — | -2,461 | -100.0% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,441 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -2,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,336 | -100.0% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,321 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,730 | -100.0% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -1,342 | -100.0% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 12, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q1 2026 | May 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 08, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 06, 2026 |
| Horizon Investments, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 30, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q1 2026 | Apr 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | Apr 21, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cromwell Holdings LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |